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|Videos|March 26, 2023

How to discuss finances with clients

Downtown Charlotte, NC

In this dvm360® interview, Kate Boatright, VMD, shares expert insight on how to compassionately broach this topic

According to Fetch Charlotte faculty member Kate Boatright, VMD, it's most important to remain non-judgmental when discussing finances with clients. In this dvm360® interview, she provides further advice on this subject she covered at her lecture.

The following is a partial transcript of the video.

Kate Boatright, VMD: I often will ask clients early in the conversation, if they've expressed some financial concerns, I'll say, "What's your budget today?" Because for me, I don't care if you [have] $200 or $2,000. But I do care if I spend all your money on diagnostics and have nothing left to treat your pet with.

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