Published on:

11th Jan 2022

S2 E16 - 2021 Year End Wrap Up Part 1

Do you use a strategic plan to reflect on your year and assess your progress? If not – it’s time to start!


In this episode, Trish reviews where her businesses were at the beginning of 2021, then recaps the year with a focus on two areas of her strategic plan – financials and product development.


She also discusses how to make your business a money-making machine without “pulling all the levers” and exhausting yourself.


Trish compares her goals vs the reality of 2021 in these areas:

  • Finances: Spring OT, The OT Entrepreneur Summit, and Trish Williams Consulting

  • Products: The OT Entrepreneur Summit, 100K Club Group Coaching, and an all-new Masterclass for strategic planning.


Some goals were met, some were modified, and other goals were missed.


If you didn’t meet your goals this year, you’re not alone – it’s part of running a business and a learning opportunity.


Having a strategic plan and defined goals allows you to assess your progress and decide where to focus your energy to make your business the money-making machine it’s meant to be.

More resources: https://www.trishwilliamsconsulting.ca/podcast-resources

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About the Podcast

OTs Get Paid Podcast
This show is for the Occupational Therapy Entrepreneur who wants to grow and scale their business. We know that OTs lead with service, but what about the financial reward? Yep, we are breaking down those barriers and discussing money! Let’s find out exactly how OT business owners get paid, what they spend their business budgets on, their income and impact goals and how you too can grow a profitable OT business and GET PAID.

About your host

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Trish Williams

Hey there! I’m Trish.

I'm a warm, outspoken, driven Canadian OT turned business coach with a passion for helping other OT entrepreneurs build a profitable and lasting business. I have been an OT for 27 years and built two successful businesses. My #1 goal is to lay it all on the table to empower you with the tools and resources you need. I spent years as an entrepreneur working IN my business instead of ON my business, and I now know (and can share!) the benefits of truly embodying a CEO lifestyle. I’ve done a lot of growing (and it never truly ends) and unlocked keys to success in business and in life.

In a distinctly OT way.