PracticeCare

One of the keys to a profitable medical or dental practice is to be smart on overhead costs. They're significant, and sometimes difficult to find. If you don't understand your overhead costs, or if you feel like you're working harder for the same compensation, then this is an episode you'll want to listen to. Joe Lessard is a partner at Professional Business Management, a healthcare practice management and accounting firm in the northwest Chicago suburbs. Joe has been with PBM since 2009 and a Principal since 2020. He has attained designations as a Certified Public Accountant (CPA), Health Practice Advisor (HPA), and as a Certified Healthcare Business Consultant (CHBC). He believes in rolling up his sleeves and is usually on site visiting his clients' operations first-hand. Joe is responsible for all accounting and payroll services as well as personal and business tax returns for his clients. He helps them review operations and day-to-day aspects such as HR, employee benefits, retirement plans, collections, billing, and patient interactions. Every client has different needs and that's why Joe's commitment to his clients' needs and his customer service is what he prides himself on.In this episode Carl White and Joe Lessard discussWhat the main overhead costs in a practice areWhat good vs. bad levels look likeWhy more practice owners do not have a handle on their overhead costsWant to be a guest on PracticeCare®?Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here's the link where you can get the process started.Connect with Joe Lessardhttps://www.linkedin.com/in/joelessardpbm/https://www.instagram.com/thedoctorscpa/For more depth on this episode, read Understanding and Managing Overhead Costs in Your Practice, a blog this guest wrote about it. Connect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg

There are marketing budgets and thoughtful marketing budgets. What's the difference? The thought put in! Not every marketing tactic works for every situation. Even the appropriately chosen marketing tactics need to be executed well. My guest today helps dental practices build thoughtful marketing plans and budgets, and we'll tell us what he thinks.Since 2003, Jake Goates has given group seminars and training on sales and marketing. He is a Key Opinion Leader for various dental marketing companies. Since 2013, Jake has personally consulted more than 5,600 dentists nationwide on their marketing strategies and sales skills to reduce unnecessary spend while increasing collections. Jake founded GOAT Dental Marketing Consultants in early 2023, providing marketing strategy and sales coaching for dental offices across the country. Jake, with his wife and two daughters, enjoy living and playing in the mountains of Northern Utah.In this episode Carl White and Jake Goates discuss:The core elements of a thoughtful marketing budgetHow a practice can get to what's good to include in a marketing budget and what's notWant to be a guest on PracticeCare®?Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here's the link where you can get the process started.Connect with Jake Goateshttps://www.linkedin.com/in/jake-goates-a8908a12/ https://www.facebook.com/profile.php?id=61553719583016Connect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg

There's new technology in revenue cycle management, and it's designed to make your RCM more effective and more profitable. My guest today runs a successful RCM business. He spends a good amount of time keeping up on new tech in RCM, and he'll tell us what's exciting to him.Vinod (Vinny) brings over 15 years of experience in operations, financial analysis, strategy, growth, corporate development, strategic planning, and marketing. At Medical Billing Wholesalers, he is involved in applying his experience to optimize revenue cycle process flows to improve our clients' profitability and performance.In this episode Carl White and Vinny Sankaran discuss:AI developments in RCMAutonomous codingBotsWant to be a guest on PracticeCare®?Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here's the link where you can get the process started.Connect with Vinny Sankaranhttps://www.linkedin.com/in/vinodsankaran/Connect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg

If you own a practice, want to sell it one day, but have never sold a practice before, this episode is for you. A practice sale is a complicated sale. Lots of moving parts. It's easy to make mistakes in complicated sales of entities you've never sold before. My guest today helps his clients grow their physical therapy practices and sell them, and his advice will help you no matter what type of practice you own.Dr. Jamey Schrier, PT is a best-selling author, speaker and CEO of Practice Freedom U, a business training and coaching company designed for physical therapists. Jamey is a former private practice owner and his book, The Practice Freedom Method has helped scores of practitioners treat less, earn more, and enjoy the life they deserve. Soon after he sold his practice, he began teaching other practice owners and their teams his proven business building methodology to help them create successful private practices. Jamey has helped hundreds of private practice owners successfully grow their business achieving financial prosperity and freedom, and is on a mission to help hundreds, if not thousands more.In this episode Carl White and Jamey Shrier discuss:What Jamey means by “the sale” – just the transaction or what happens before and after it alsoWho should be on a practice owner's advisory team when sellingThe proper role an owner should have during a saleSome of the common and uncommon costly mistakes Jamey has seenWant to be a guest on PracticeCare?Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here's the link where you can get the process started.Connect with Jamey ShrierPractice quiz: https://bit.ly/PFUPTPracticeQuizCalendly: https://bit.ly/DiscoveryCallwithJameyLinkedIn @jameyschrierFB @jameyschrierIG @jameyschrierpfuYoutube @practicefreedomuConnect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg

Google Ads are a proven, powerful tool for practice owners to reach more new patients. Google does not sit still with its Ads platform. There are new features regularly. My guest today runs a marketing agency that specializes in Google Ads, and he'll tell us what's new in the platform.Jim Bilello is President of US Marketing, a Google Ads agency that has specialized in Google Ads for well over a decade. Jim has over 20 years of sales and marketing experience and has represented key Hollywood Studios, e.g. Paramount, Fox, New Line, Disney, Miramax, Lions Gate for ancillary distribution to colleges and universities, started a college cinema cable network, Account Executive for Clear Channel Entertainment / Live Nation and represented Latin Grammy artists for Hispanic marketing for the Texas Rangers, the Arizona Diamondbacks, Verizon Wireless and Chase Bank. He has a Masters in Education and Marketing from Southern Illinois University - Carbondale and a Northwestern University Kellogg Graduate School of Business Executive Certificate in New Product Development.In this episode Carl White and Jim Bilello discuss:Local Service Ads (LSAs)Changes with cookiesPromax CampaignsWant to be a guest on PracticeCare®?Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here's the link where you can get the process started.Connect with Jim Bilellowww.usmarketing.bzhttps://www.linkedin.com/in/jimbilello/https://www.facebook.com/USMarketingChicagohttps://goo.gl/maps/emxGbx4NWt4njHZs7Connect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg

Most practice owners develop a bad relationship with paying themselves. When they're new they pay themselves very little because that's all there is. As the practice grows they can pay themselves more and graduate up to paying themselves what they need. Most stay there, but what they need is almost always less than what they're worth. My guest today helps her clients break through that barrier and realize the compensation they should get.Michelle O'Connor, a believer in following one's dreams, has risen from an inner-city community to a life of abundance. With corporate expertise in Strategic Planning and Execution, she helps entrepreneurs achieve their goals. Michelle supports organizations through strategic processes, coaching entrepreneurs to develop action plans for success. She has facilitated Strategic Planning Retreats in Jamaica, Trinidad & Tobago, and the Dominican Republic, and reached hundreds through her Purpose Driven Conference. Her current mission is to help Medical Private Practice Owners create sustainable practices. As a wife and mother, she strives for a brighter future, motivated by the philosophy “Ad Astra Per Aspera.”In this episode Carl White and Michelle O'Connor discuss:How common it is for practice owners to underpay themselvesWhat drives practice owners to underpay themselvesWhat it takes for practice owners to break through this barrier and pay themselves what they're worthWant to be a guest on PracticeCare®?Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here's the link where you can get the process started.Connect with Michelle O'ConnorLinkedIn - https://www.linkedin.com/in/successbiznessclub/Facebook - https://www.facebook.com/successbiznessclubInstagram - https://www.instagram.com/successbiznessclub/Connect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg

Many of us are aware of some of the tax benefits of owning a practice. Few of us know about the tax benefits of employing your kids in your practice. My guest today provides tax, accounting, and business advice to her clients, and she'll open our eyes about these tax benefits.Alexis E. Gallati is the founder and Lead Tax Strategist at Cerebral Tax Advisors and Cerebral Wealth Academy, and she's the author of the book Advanced Tax Planning for Medical Professionals. She has over 20 years of experience in high-level strategic tax planning and multi-state tax preparation, and she has trained at the highest level, holding two master's degrees. Alexis grew up in a family of physicians and is married to a private practice physician. That's why she understands how hard medical professionals work to get where they are and why she provides simple and accessible tax solutions tailored to busy physicians.In this episode Carl White and Alexis Gallati discuss:Some of the more common tax benefitsExamples of lesser known tax benefits (ex: when leasing equipment)Good vs. bad practices when taking advantage of these tax benefits, for example, can  your children be too young?Want to be a guest on PracticeCare?Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here's the link where you can get the process started.Connect with Alexis GallatiResources from Cerebral Tax Advisors: https://www.cerebraltaxadvisors.com/practicecare/Cerebral Tax Advisors Facebook: https://www.facebook.com/cerebraltaxCerebral Wealth Academy Facebook: https://www.facebook.com/cerebralwealthacademy YouTube: https://www.youtube.com/@cerebralwealthacademyPersonal LinkedIn: https://www.linkedin.com/in/alexis-gallati/Connect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg

I get it. All you want to do is treat patients. Thing is, you're also the owner of the practice, and because of that, you must also lead it and manage it. If you don't, then it will manage itself. Usually, those practices fall off the rails. My guest today is often called in to get practices like that back on the rails, and he'll make the case that you cannot abdicate management.Daniel Tribby is a healthcare provider, effective business growth strategist, award winning author, top keynote speaker with a vision to help healthcare entrepreneurs build a practice that serves it's patients and sustain profitability for the long term.In this episode Carl White and Daniel Tribby discuss:Why so many practitioners abdicate managementThe tell-tale signs to a practice owner that problems due to lack of management are setting inThe differences between practitioners who make good managers / leaders vs those who do notWant to be a guest on PracticeCare?Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here's the link where you can get the process started.Connect with Daniel Tribbyhttps://www.linkedin.com/in/iamdanieltribby/Connect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg

If you buy a disability insurance policy, if there's one piece of advice to take away from this episode it's this: make sure it's current. That means much more than making sure the premiums are paid up, and my guest today is going to fill in the blanks for us.Drew Powers is the Founder of Powers Financial Group, LLC, a Registered Investment Advisor. He specializes in advanced insurance and investment strategies for doctors. Drew is 100% independent, he doesn't work with any investment or insurance company, which means he's able to give unbiased advice that is most beneficial for his clients. Drew started his career in 2001 as a Market Maker on the Chicago Board Options Exchange, where he managed trading portfolios comprising of hundreds of equity- and equity-index option listings. In 2008, he transitioned to the role of Financial Advisor and Investment Advisor Representative, where he helped clients develop individual financial strategies. At Powers Financial Group, Drew leverages his stock and options trading expertise with his financial advising experience to help clients increase and protect their wealth. Drew lives in Naperville with his wife and their two children. He is an avid downhill skier, active in youth sports, a proud "Rooster" within the Naperville Jaycees, and is passionate about CrossFit and the Paleo/Primal Lifestyle.In this episode Carl White and Drew Powers discuss:What keeping your disability insurance policy current really meansThe triggers that drive the need to update your disability insuranceWhether or not everyone needs disability insuranceWant to be a guest on PracticeCare?Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here's the link where you can get the process started.Connect with Drew Powershttps://powersfg.com/https://www.linkedin.com/in/powersdrew/https://www.facebook.com/PowersFGhttps://twitter.com/Powers_FGhttps://www.instagram.com/powers_fg/Connect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg

Doctors and dentists measure their patients' health to a great degree. Why not do the same for your own practice? Those metrics are called KPIs, and it's critical to have a core set of them. With them, you can make sure your practice gets healthy, stays healthy, and gets stronger. My guest today helps practices define and measure KPIs, among other things, and she'll help us get started in this episode.Katie Nunn, MBA, CMPE, provides training and coaching for healthcare leaders and their organizations on process improvement, financial optimization, and cultural transformation. Leveraging extensive experience with financial and operational turnarounds, she is a valuable advisor for an organization experiencing rapid expansion or change. With over 20 years' experience in healthcare leadership, her broad areas of expertise include practice assessments, process improvement, financial management, IT implementations, telemedicine, strategic planning, providers on-boarding, and cultural transformation.In this episode Carl White and Katie Nunn discuss:The must-measure KPIs no matter what type of practice you operateThe essential ingredients to implementing KPIs and using them for the long haulThe objections Katie hears from clients and how she overcomes themWant to be a guest on PracticeCare®?Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here's the link where you can get the process started.Connect with Katie Nunnhttps://www.linkedin.com/company/bright-ideas-medical-consulting/Connect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg

Usually, the happiest and most successful practice owners have a mission and purpose for their practice, a vision for it's future, and values that guide the behaviors everyone follows. Mission, vision, purpose, and values take some work, but the work is worth it, and my guest today helps her clients figure them out for their practices.Lisa Levesque is the principal and Business & Executive Coach at Breakthrough Business Strategies with a focus on healthcare professionals who are technically excellent and need help with the practice of business. Prior to her current business, Lisa held senior level leadership roles at Fidelity Investments and leverages these experiences to help her clients achieve business excellence.In this episode Carl White and Lisa Levesque discuss:What's in a mission, vision, purpose, and valuesThe characteristics of practices that believe in their importance vs. those that do notHow to get started in determining what these should be for an individual's practiceWant to be a guest on PracticeCare®?Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here's the link where you can get the process started.Connect with Lisa Levesquewww.linkedin.com/in/llevesqueVideo Resources Lisa Levesque Mentioned in this EpisodeHelp with a vision statement: https://www.youtube.com/watch?v=dZShbB59giMHelp with a mission statement: https://www.youtube.com/watch?v=1xs4I349cdcConnect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg

You want to own your own practice. Should you start from scratch or buy someone else's practice? Each has their pros and cons generally, and each has their pros and cons for you. My guest today helps his clients get to the answer that makes the most sense for them, and he'll give us a taste for how can do it, too.Joe Lessard is a partner at Professional Business Management, a healthcare practice management and accounting firm in the northwest Chicago suburbs. Joe has been with PBM since 2009 and a Principal since 2020. He has attained designations as a Certified Public Accountant (CPA), Health Practice Advisor (HPA), and as a Certified Healthcare Business Consultant (CHBC). He believes in rolling up his sleeves and is usually on site visiting his clients' operations first-hand. Joe is responsible for all accounting and payroll services as well as personal and business tax returns for his clients. He helps them review operations and day-to-day aspects such as HR, employee benefits, retirement plans, collections, billing, and patient interactions. Every client has different needs and that's why Joe's commitment to his clients' needs and his customer service is what he prides himself on.In this episode Carl White and Joe Lessard discussThe pros and cons of starting your own practiceThe pros and cons of buying an existing practiceHow to decide what's best for you if both are good choicesWant to be a guest on PracticeCare®?Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here's the link where you can get the process started.Connect with Joe Lessardhttps://www.linkedin.com/in/joelessardpbm/https://www.instagram.com/thedoctorscpa/Connect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg

One of the more pivotal roles in any practice is the practice manager, whose role looks very different everywhere you go. Are you setting up that role for success, both for you and the practice manager? My guest today consults with medical practices. She finds herself working on this question a lot and shares her ideas with us. Daniela Woerner is the Founder and CEO of Addo Aesthetics and the host of the Top 14 podcast, Spa Marketing Made Easy. She is an aesthetician who has worked as a spa director as well as consulted with the top skincare brands in the world, and is an expert in marketing strategy and retail sales in the spa industry.In this episode Carl White and Daniela Woerner discuss:Describing a good fit profile for the practice manager roleHiring insights to find better fits fasterWhat good expectations look like for the practice manager roleWant to be a guest on PracticeCare®?Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here's the link where you can get the process started.Connect with Daniela Woernerhttps://www.linkedin.com/in/danielawoerner/https://www.facebook.com/addoaestheticshttps://www.instagram.com/addoaesthetics/Get Addo Aesthetics' Practice Manager Job Postinghttps://offers.addoaesthetics.com/spa-manager-job-postingConnect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg

Getting new patients is hard! You have to convince a bunch of strangers to choose your practice over your competitors. It's exhausting! For some, it's a reason for burnout, but it doesn't need to be. My guest today helps her clients grow their practices without too much stress, and she tells us how.LynAnn Weaver is the founder & CEO of Healthcare Elevation Partners which has pioneered the fusion of healthcare leadership, business growth, and high performance coaching. As a former healthcare administrator turned Certified High Performance Coach, LynAnn is dedicated to elevating the success and well-being of physicians, healthcare leaders, and organizations. LynAnn has led teams to first-in-the-nation recognition, accelerated patient volume growth of physicians, practices, and service lines up to 67%, and has helped clients increase efficiency by 30% giving them more time to focus on the things and people most important to them.In this episode Carl White and LynAnn Weaver discuss:Why a marketing plan is so important, and what separates good from bad marketing plansThe importance of a great patient experience to keep patients coming backHow to build a referral machine and make it work to its full potentialWant to be a guest on PracticeCare®?Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here's the link where you can get the process started.Connect with LynAnn Weaverwww.healthcareelevation.comwww.linkedin.com/in/lynannweaverwww.instagram.com/lynannweaverwww.facebook.com/lynannweaverhttps://www.youtube.com/@HealthCAREElevationConnect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg

If you want to grow your practice, no amount of marketing will do it unless you have a strong team. There are many ways to get them invested in practice growth, and bonuses is one way that many practices overlook. My guest today helps dentists grow their practices, and she often builds a bonus program into the mix.Kelly Dahmer, CEO of NextLevel Practice, is transforming the way dentists manage their practices by empowering them to decentralize their role and break free from the daily grind. By aligning their teams with a shared vision, dentists can maximize profitability and build a practice that operates seamlessly—without being stuck in the middle. Kelly's proven strategies pave the way for dentists to achieve true freedom—becoming frustration-free, time-free, and debt-free—while ensuring they can retire comfortably and sustain the lifestyle they've worked so hard to create.With over 6,000 practices guided and more than $1 billion in combined collections generated, Kelly and NextLevel Practice are equipping dentists to master the entrepreneurial side of their practices and build a lasting legacy.In this episode Carl White and Kelly Dahmer discuss:How using bonuses as a tool for growth worksHow bonuses can motivate team members who aren't financially oriented or even numbers orientedWhat to do if a bonus system is in place but growth goals still aren't being metMisconceptions about bonuses and how to respond to themWant to be a guest on PracticeCare®?Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here's the link where you can get the process started.Connect with Kelly DahmerFB: facebook.com/NextLevelPractice/IG: instagram.com/nlpractice/LinkedIn: linkedin.com/company/nextlevel-practiceX: https://twitter.com/nlpracticeFree Resource Kelly Mentioned In the Episode:Million Dollar Dentistry ebook: https://nextlevelpractice.com/mdd-ebook-promo/Connect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg

An awesome retirement is everyone's dream. Planning for that awesome retirement? Not so much, at least for some. It's hard to predict the future, and there's so much choice available for you. My guest today, a returning guest, helps her clients work through their choices, and she'll help us get started. Alexis E. Gallati is the founder and Lead Tax Strategist at Cerebral Tax Advisors and Cerebral Wealth Academy, and she's the author of the book Advanced Tax Planning for Medical Professionals. She has over 20 years of experience in high-level strategic tax planning and multi-state tax preparation, and she has trained at the highest level, holding two master's degrees. Alexis grew up in a family of physicians and is married to a private practice physician. That's why she understands how hard medical professionals work to get where they are and why she provides simple and accessible tax solutions tailored to busy physicians. In this episode Carl White and Alexis Gallati discuss:How much you can contribute to a retirement planComplexity and cost as reasons to choose an optionThe impact of having employees on your retirement plan choiceThe value of a backdoor Roth IRA. Want to be a guest on PracticeCare?Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here's the link where you can get the process started. Connect with Alexis GallatiResources from Cerebral Tax Advisors: https://www.cerebraltaxadvisors.com/practicecare/Cerebral Tax Advisors Facebook: https://www.facebook.com/cerebraltaxCerebral Wealth Academy Facebook: https://www.facebook.com/cerebralwealthacademy YouTube: https://www.youtube.com/@cerebralwealthacademyPersonal LinkedIn: https://www.linkedin.com/in/alexis-gallati/ Connect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg 00:00 Introduction to PracticeCare with Carl White01:25 Guest Introduction: Alexis Galati02:43 Alexis Galati's Background and Expertise05:35 Understanding Retirement Plan Contributions12:53 Popular Retirement Plan Options21:35 Understanding Pro Rata Rules22:56 Navigating SEP IRA and 401k Transfers23:27 Exploring Cash Balance Plans24:02 Defined Benefit Plans and Contributions25:55 Managing Cash Balance Plans with Employees32:10 Mega Backdoor Roth Strategy34:57 Retirement Planning Strategies39:14 Final Thoughts and Practical Advice

For some practice owners, saying “I don't know” is about the most foreign and difficult thing to do. Turns out, it's a show of strength, not weakness. If you feel it shows weakness, maybe you just need some help on how to say it out loud. My guest today coaches leaders and organizations to create amazing workplace cultures, and he'll help us learn how to say those horrible words!Steve Salee is with Wildfire Strategies. Steve founded Wildfire Strategies in 2008 with a vision of creating healthy workplace cultures that catch on like wildfire. Steve and his team build cultures of shared purpose, respect and trust that dramatically improve our clients' performance. Using team and individual coaching, culture change programs and leadership retreats, they help clients develop the structures, behaviors and tools they need to succeed. Steve is a Professional Certified Coach and Certified Mentor Coach through the International Coach Federation (ICF). Steve is a member of the Forbes Coaches Council, a Fellow with the Institute of Coaching, and an Adjunct Lecturer at the Columbia University School of Social Work. He's a member of the ICF, American College of Healthcare Executives, National Association of Social Workers, and the National Gay and Lesbian Chamber of Commerce. Steve and his family live in Westchester NY. He sings, rows and writes whenever he gets the chance.In this episode Carl White and Steve Salee discuss:Why it's harder for leaders in healthcare vs. other industries to say “I don't know”Whether Steve sees this issue becoming bigger or smaller in healthcareThe ripple effects in a practice when the leaders avoid saying “I don't know”Want to be a guest on PracticeCare®?Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here's the link where you can get the process started.Connect with Steve Saleehttps://www.linkedin.com/in/steve-salee-a58560/ https://www.linkedin.com/company/wildfire-strategies/mycompany/?viewAsMember=true https://www.instagram.com/wildfirestrategies/Connect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg

Office design is more than your chairs or your plants. Great office design welcomes patients and makes you more money. How? My guest today runs an architecture and design firm that helps practices optimize their office space, and she'll explain how this works.Carolyn is personally passionate about holistic health and wellness, and an outspoken advocate that the environment of your space impacts your success. With over 40 years of experience in the commercial interior industry, she holds a BS in Interior Architectural Design from University of Texas at Austin, is NCIDQ Certified, a Registered Designer, a LEED AP. In 2004, she and her husband, Scott, co-founded CrossFields as a design-build firm in Atlanta. In 2011 they changed their focus to expand the impact of holistic health by elevating the public's image of alternative medicine through virtually creating outstanding healing environments nationwide.In this episode Carl White and Carolyn Boldt discuss:Offices that welcome patients vs. those that do notThe logic behind how office design can increase revenueLink to Carolyn's Checklist Mentioned in Her Episodehttps://crossfieldsdesign.com/listeners/Want to be a guest on PracticeCare®?Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here's the link where you can get the process started.Connect with Carolyn Boldthttps://www.facebook.com/CrossFields/https://www.pinterest.com/crossfields/https://www.instagram.com/crossfields_design/ https://www.linkedin.com/company/crossfields-inchttps://twitter.com/crossfieldsdsghttps://www.linkedin.com/in/carolynboldt/Connect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg

While reviewing a contract between you and a vendor is anything but gripping, it has to be done. Why? There can be landmines placed all over them. My guest today is a healthcare attorney who helps his clients negotiate fair agreements, among his other services. He'll share some of the landmines he finds and what you can do.E.J. Cyran has spent over a decade as a healthcare lawyer, which means he represents physicians, dentists and their practices in negotiating vendor agreements, buying or selling their practice, handling associate buy-ins, and getting advice on their regulatory and payor issues. He knows his way around HIPAA, telehealth, Medicare and all other matters affecting healthcare practices. E.J. is a go-to lawyer for his clients.In this episode Carl White and E.J. Cyran discuss:Why vendors sometimes skew agreements in their favorThe types of vendor agreements that pose the biggest risks to medical practicesYour options when you are presented with such an agreementWant to be a guest on PracticeCare®?Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here's the link where you can get the process started.Connect with E.J. Cyranhttps://www.foxrothschild.com/edward-j-cyranConnect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg

As I record this, medical and dental practices nationwide are screwing up new patient leadsthey've paid good money to generate. Are you one of them? If you suspect it even just a littlebit, then listen to what my guest today has to say about what to do about it.Since 2003, Jake Goates has given group seminars and training on sales and marketing. He is aKey Opinion Leader for various dental marketing companies. Since 2013, Jake has personallyconsulted more than 5,600 dentists nationwide on their marketing strategies and sales skills toreduce unnecessary spend while increasing collections. Jake founded GOAT Dental MarketingConsultants in early 2023, providing marketing strategy and sales coaching for dental officesacross the country. Jake, with his wife and two daughters, enjoy living and playing in themountains of Northern Utah.In this episode Carl White and Jake Goates discuss: What Jake means by “lead management” vs. “lead generation” Why so many practices overlook managing the leads vs. generating them What the components of lead management are A few tips to make your lead management betterWant to be a guest on PracticeCare®?Have an experience with a business issue you think others will benefit from?  Come onPracticeCare® and tell the world! Here's the link where you can get the process started.Connect with Jake Goateshttps://www.linkedin.com/in/jake-goates-a8908a12/https://www.facebook.com/profile.php?id=61553719583016Connect with Carl WhiteWebsite: http://www.marketvisorygroup.com Email:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg

Scaling your practice sounds exciting. What about metrics? They sound boring, but if you don't know them, then your odds of scaling successfully are very low. My guest today helps his clients scale their practices, and he's going to convince you that knowing your metrics is the first step to scaling successfully.A social worker by training, Adam Russo founded Edgewood Clinical Services, a behavioral health practice that he scaled to 140 employees and eight figure revenue. Adam sold the practice in 2020, became a regional VP with the equity group that purchased us, and after 2.5 years, transitioned into business coaching. Today Adam owns and runs Reliable Coaching and Strategy where he brings his experience and training as a coach to help his clients scale their practices.In this episode Carl White and Adam Russo discuss:How often his clients resist measuring metrics and what their objections areWhy measuring metrics is so criticalThe metrics he recommends his clients measure when scalingWant to be a guest on PracticeCare®?Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here's the link where you can get the process started.Connect with Adam Russohttps://www.linkedin.com/in/adam-russo-5ab85112Connect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg

Whenever you hire someone, you're hiring a stranger. Usually, the odds of getting that right are small, but are there ways to raise them? My guest today is a recruiter who helps small businesses hire better and she has ideas for us.As the business owner of BizMatch llc, Lindsay DeLee-Arel leverages her expertise in event planning and customer relationship management (CRM) to create and facilitate successful matches between businesses and people. Lindsay has over 10 years of experience in social media, community outreach, and client relations in various industries throughout healthcare and nonprofit organizations. Her mission is to provide customized and personalized solutions that meet the needs and expectations of clients, whether they are looking for new opportunities, partnerships, or talent. Lindsay has a Master's in Non Profit Management from Spertus Institute of Jewish Studies.In this episode Carl White and Lindsay DeLee-Arel discuss:Why the stats in successful hiring are so badWhat tools are out there for individuals doing the hiringWhen it makes sense to hire a recruiter vs. DIYWant to be a guest on PracticeCare®?Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here's the link where you can get the process started.Connect with Lindsay DeLee-Arellinkedin.com/in/lindsay-d-267b8b7Connect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg

A well running private practice has a lot of good things going for it. For some practice owners, some of those good things relate to faith. Is it possible to have faith while having a good practice? My guest today helps practice owners integrate the two and he'll help us understand how to do it.Josh Fonger is the founder of 4th Soil Ventures. He is a Christian business coach, consultant, and advisor and focuses on helping Christian men grow their business's top line, bottom line, and finish line (or Kingdom Impact). Over the last 15 years Josh has personally consulted or coached over 1,000 business owners from more than 300 industries, from small startup businesses to $500M enterprises.In this episode Carl White and Josh Fonger discuss:What Josh means by faithHow to integrate faith into a practiceThe benefits of integrating faith into a practice compared to not doing soWant to be a guest on PracticeCare®?Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here's the link where you can get the process started.Connect with Josh Fongerhttps://www.linkedin.com/in/joshfonger/Connect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg

As a practice owner, it's true that you treat patients. When you get busy and in the groove during the day it's really easy to forget that patients are people. You're supposed to do a great job clinically, but what about the rest of the experience patients have with you? My guest today has structured his practice around the full patient experience and will help us understand what he means by that. Michael Sonick, DMD, is an internationally known, highly regarded authority in the field of dental implantology and periodontology. A full-time practicing periodontist in Fairfield, Connecticut, he is also a frequent guest lecturer in the international program at New York University School of Dentistry and the University of Connecticut School of Dental Medicine. He lectures worldwide on the subject of esthetic implants, periodontal plastic surgery, guided bone regeneration, comprehensive treatment planning and the delivery of exceptional customer service. He is the author of the book Treating People Not Patients and co-editor of the multi-language textbook, Implant Site Development. He serves on the editorial boards of numerous journals including the Compendium of Continuing Education, the Journal of Cosmetic Dentistry, Inside Dentistry, Dentistry Today and also writes and publishes numerous papers in peer-reviewed journals. Dr. Sonick is a diplomate of the American Board of Periodontology, a diplomate of the International Congress of Oral Implantology, a fellow of the American Academy of Implant Dentistry, a fellow of the International Team for Implantology, a fellow of the International Society of Periodontal Plastic Surgeons, and an Eagle Scout. His mission is to improve the quality of patients' lives as well as the lives of everyone he meets.In this episode Carl White and Michael Sonick discuss:What Michael means by treating people not patientsExamples of how Michael does it in his practiceWhat objections he hears from providers on the topic and how he respondsWant to be a guest on PracticeCare®?Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here's the link where you can get the process started.Connect with Michael SonickIG @drmsonickFB Michael SonickLinkdin.com/in/mikesonickYouTube @michaelsonickwww.michaelsonick.comConnect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg

What the heck is Robotic Process Automation and how does it apply to Revenue Cycle Management? In other words, RPM for RCM. My guest today runs a very successful RCM company that's takes leading the way with new technology very seriously. He'll tell us what all of this means.Vinod (Vinny) brings over 15 years of experience in operations, financial analysis, strategy, growth, corporate development, strategic planning, and marketing. At Medical Billing Wholesalers, he is involved in applying his experience to optimize revenue cycle process flows to improve our clients' profitability and performance.In this episode Carl White and Vinny Sankaran discuss:What RPM is and what it is notGood uses of RPMQuestions to ask your RCM provider about RPMWant to be a guest on PracticeCare®?Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here's the link where you can get the process started.Connect with Vinny Sankaranhttps://www.linkedin.com/in/vinodsankaran/Connect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg

As a practice owner it's inevitable that, from time to time, you'll lie awake at night worried about things, but what if they're the wrong things? My guest today coaches private practice owners on growing their practices, which requires focusing on the right things. Michelle O'Connor, a believer in following one's dreams, has risen from an inner-city community to a life of abundance. With corporate expertise in Strategic Planning and Execution, she helps entrepreneurs achieve their goals. Michelle supports organizations through strategic processes, coaching entrepreneurs to develop action plans for success. She has facilitated Strategic Planning Retreats in Jamaica, Trinidad & Tobago, and the Dominican Republic, and reached hundreds through her Purpose Driven Conference. Her current mission is to help Medical Private Practice Owners create sustainable practices. As a wife and mother, she strives for a brighter future, motivated by the philosophy “Ad Astra Per Aspera.” In this episode Carl White and Michelle O'Connor discuss:How to figure out what's worth focusing onWhat some of the wrong things to focus on are Want to be a guest on PracticeCare®?Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here's the link where you can get the process started. Connect with Michelle O'ConnorLinkedIn - https://www.linkedin.com/in/successbiznessclub/Facebook - https://www.facebook.com/successbiznessclubInstagram - https://www.instagram.com/successbiznessclub/ Connect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg

Before AI came along and stole the conversation about efficiency, there was automation and outsourcing. Both are alive and well, and they're getting better and better. My guest today helps her private practice clients bring automation and outsourcing into their practices and she'll share some of her best tips with us. Katie Nunn, MBA, CMPE, provides training and coaching for healthcare leaders and their organizations on process improvement, financial optimization, and cultural transformation. Leveraging extensive experience with financial and operational turnarounds, she is a valuable advisor for an organization experiencing rapid expansion or change. With over 20 years' experience in healthcare leadership, her broad areas of expertise include practice assessments, process improvement, financial management, IT implementations, telemedicine, strategic planning, providers on-boarding, and cultural transformation. In this episode Carl White and Katie Nunn discuss:The biggest promises of automation and outsourcing offer for private practicesComparison of practices that embrace automation and outsourcing vs. those that don'tKatie's best tips for bringing automation and outsourcing into your practice Want to be a guest on PracticeCare®?Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here's the link where you can get the process started. Connect with Katie Nunnhttps://www.linkedin.com/company/bright-ideas-medical-consulting/ Connect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg 

When the owner of a practice is also a practitioner in the practice, it's all too easy to forget that leadership of the practice is the most important role, especially if you want the practice to grow. Growth requires leadership, and my guest today coaches her clients on how to become the leader their practice needs. In this episode Carl White and Lisa Levesque discuss:The difference in roles between practitioner and leaderWhy so many practice owners fall back into practitioner roleHow a practitioner-owner can start the journey to becoming a leader Want to be a guest on PracticeCare®?Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here's the link where you can get the process started. Connect with Lisa Levesquewww.linkedin.com/in/llevesquehttps://www.facebook.com/FPCoachMA/ Connect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg

Patient forms are a painful part of practice. Most practices report having to chase down patients for bits of missing information, and those forms have to be HIPAA compliant as well. My guest today runs a company that helps make HIPAA compliant forms that are also friendly, and she'll share her tips on how to make them compliant and friendly. Along with her husband, Jeff, Carolyn Baruch has owned the Highland Group (medical and dental website design) and their newer division, The Form Team, for 24 years. Before that, Carolyn worked in mental health as a therapist and Jeff was a graphic artist in the printing industry. When she's not working, Carolyn is singing in choirs, dancing at Jazzercise and enjoying her Golden Retriever, friends and family! In this episode Carl White and Carolyn Baruch discuss:The form that must be HIPAA compliantWhy the patient forms experience can cause patients to switch practicesWhat makes forms friendly for patients and the practice Want to be a guest on PracticeCare®?Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here's the link where you can get the process started. Connect with Carolyn Baruchhttps://www.linkedin.com/in/carolynbaruch/https://www.facebook.com/theformteam Connect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg

Two people will eventually disagree about something. Not much to see there. However, when it elevates to “employee conflict” you have something on your hands that you need to deal with. The kicker? Employee conflict might be all around you. What are the tells? What can you do about it? My guest today helps practice find it and deal with it and will share her insights with us. Carol Bowser, J.D is a workplace conflict expert. After practicing Employment Law for several years, Carol founded Conflict Management Strategies when she realized a lawsuit can't deliver the level of resolution and satisfaction that is gained when people are actively involved in creating solutions to their workplace conflict. In her over 20 years of experience, she has discovered some universal themes about workplace conflict and loves to share how people at all levels can strengthen their conflict resolution muscles. In this episode Carl White and Carol Bowser discuss:Where in a practice employee conflict might beginHow people inadvertently escalate conflict when they're trying to de-escalateThe difficult conversation needed, common responses to them, and how to respond Want to be a guest on PracticeCare?Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here's the link where you can get the process started. Connect with Carol BowserFacebook: https://www.facebook.com/p/Conflict-Management-Strategies-Inc-100057266327543/?paipv=0&eav=Afabcl1nrfeODBVL4VZium6AGh7Dx3NWGcTraIyP_pzLoE3b_X0BsvDqOUPZohmaZPw&_rdrLinkedin: https://www.linkedin.com/in/carol-bowser/Instagram: https://www.instagram.com/carol.bowser/ Connect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg 

Email in your marketing plan. Have you rolled your eyes and groaned yet? When done well, email has its place. What does well look like? My guest today helps practices use email effectively and she'll share some tips with us. Prerna Malik is co-founder of Content Bistro, the creator of the strategy-first copywriting program — Ready-to-Sell™, and is a Copyhackers-certified conversion copywriter. She uses her proprietary Conversion Brew® process for writing conversion-rich, coercion-free emails that balance persuasion AND personality while blending sales strategies seasoned with integrity. She has written for over 500 clients, including marketing icons such as Pat Flynn, Amy Porterfield, Joanna Wiebe, and countless others. If you need her after work hours, you can find her introverting with her nose in a book, baking up a storm in the kitchen, or traveling the world with her husband and business partner, Mayank, and their daughter, Manini. In this episode Carl White and Prerna Malik discuss:Why so many people groan at the term “email marketing”What makes email for a practice effectiveEmail tools she like for private practice owners Prerna Malik is co-founder of Content Bistro, the creator of the strategy-first copywriting program — Ready-to-Sell™, and is a Copyhackers-certified conversion copywriter. She uses her proprietary Conversion Brew® process for writing conversion-rich, coercion-free emails that balance persuasion AND personality while blending sales strategies seasoned with integrity. She has written for over 500 clients, including marketing icons such as Pat Flynn, Amy Porterfield, Joanna Wiebe, and countless others. If you need her after work hours, you can find her introverting with her nose in a book, baking up a storm in the kitchen, or traveling the world with her husband and business partner, Mayank, and their daughter, Manini. Constant Contact EmailWe are a fan of Constant Contact for email with our private practice clients. It offers a lot of features, is easy to use, is quite difficult to outgrow, is HIPAA compliant, and is budget friendly.  If this catches your attention and you'd like to sign up, you can do so here. Full disclosure – this is an affiliate link, which means that we'll earn a small commission if you use it. Want to be a guest on PracticeCare?Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here's the link where you can get the process started. Connect with Prerna MalikWebsite https://contentbistro.com/newsletterInstagram https://www.instagram.com/contentbistro/LinkedIn https://www.linkedin.com/in/prernamalik/ Connect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg

Any private practice has a lot of stuff to get done. You've always needed people. Automation is a more recent option, one met with both excitement and skepticism. Every so often any practice owner should look at their practice and ask – is this optimized? My guest today helps her clients look at their people and automation and has some ideas for us. Joelene Gioulis believes in a world where everyone's dreams of success are attainable. As a business strategist who has studied in business and leadership for over 20 years, Joelene brings a unique skill of innovative and resourceful strategies to help leaders and companies grow to the next level. She has a proven executive management track record with a wealth of knowledge and success in streamlining operations for maximum efficiencies and optimization, strategic solutions for growth, risk mitigation, change management and Human Resources. In this episode Carl White and Joelene Gioulis discuss:What automation Joelene is seeing in private practice that's exciting and whyWhat automation you see that worries her and whyHow private practices should think about balancing people and automation Want to be a guest on PracticeCare?Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here's the link where you can get the process started. Connect with Joelene Gioulisattainablesuccessllc.com Connect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg 

Telemedicine is developing pretty rapidly. My guest today specializes in helping functional medicine practices who want to build out a telemedicine practice in part or in whole. He was a guest about a year ago and he's coming back to tell us what's new in telemedicine now. Scott Rattigan is an attorney, a nationally recognized speaker, podcast host, and bestselling author of The Practice of Telemedicine. He is the founder of Functional Lawyer, and co-founder of Origins Incubator. Scott was inspired to help the functional medicine community after helping his wife build her functional medicine practice, and watching her colleagues searching but not finding solid legal and business foundations to reduce unnecessary risks. Through Functional Lawyer and Origins Incubator, he helps practitioners to protect their license and grow their practice with confidence. In this episode Carl White and Scott Rattigan discuss:What's new in telemedicine in the last year Want to be a guest on PracticeCare?Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here's the link where you can get the process started. Connect with Scott Rattiganhttps://www.facebook.com/functionallawyerhttps://www.instagram.com/functionallawyerhttps://www.linkedin.com/company/functional-lawyer/https://www.youtube.com/functionallawyer Connect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg 

Hoping and planning are different. You can hope for profits but you'll be lucky if they come. It's much better to plan for profits – both in earning them and spending them. My guest today works with private practice owners as a financial advisor to figure out both and he shares his thinking with us. Eric Miller has served over 20 years in the financial industry and co-owns a national financial planning company dedicated to serving the needs of healthcare owners, Econologics Financial Advisors. He has personally had over 20,000 conversations with practice owners at every phase of ownership. He has published countless articles, videos, and podcasts on various financial topics and is an expert on matters concerning creating economic independence for a practice owner's business and household. He has recently published a book “How To Become a Financial Beast” which quickly became a bestseller on Amazon. In this episode Carl White and Eric Miller discuss:The difference between hope and planningThe mindset differences required to plan vs. hopeWhat success vs. failure looks likeWhat to do with profits. Want to be a guest on PracticeCare?Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here's the link where you can get the process started. Connect with Eric MillerYouTube - https://www.youtube.com/c/FinancialBeastFacebook - facebook.com/econologicsfinancialLinkedIn - linkedin.com/in/ericisyourbfff Connect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg

Many practice owners seem to resist wanting to create new ways to talk about their practice, i.e.: content. Why is that? My guest today creates new content for businesses for a living, and he's going to give us a case for new content in your marketing. David is Founder of David Telisman Communications, LLC, a content writing and marketing company that works with businesses across multiple industries to inspire their customers to buy from them. With 26 years of professional writing, marketing communications, and education experience, David creates content for organizations, allowing them to elevate their brands, grow their business, and stand out in a sea of competitors. In this episode Carl White and David Telisman discuss:Why practice owners should want to create new content about their practiceWhat objections David gets and how he overcomes themHow practice owners can get started on creating new content for their practice Want to be a guest on PracticeCare?Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here's the link where you can get the process started. Connect with David Telismanhttps://www.linkedin.com/in/davidtelisman/https://www.facebook.com/davidtelismancommunicationshttps://www.youtube.com/channel/UC223sylm_0a7_pREJPVG2aw Connect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg

Patients not listening to your instructions is probably one of the more annoying parts of the job of a healthcare provider, so anything that can be done to increase compliance to treatment is a benefit for patients and your practice. My guest today owns and runs a practice where compliance is especially needed, and he shares his ideas with us. As the owner of the Mancuso clinic in New Brunswick in Canada, Sylvain Mancuso, has blended his expertise in physiotherapy and osteopathy to pioneer a hybrid care model. Over the last 12 years, he's dedicated himself to evolving their services to include both in-person and online treatments, ensuring accessible, comprehensive care. This unique approach allows them to meet the diverse needs of our community, providing personalized, effective health solutions. In this episode Carl White and Sylvain Mancuso discuss:How poor compliance to treatment affects his patientsHow they have improved compliance to treatmentWhat the benefits are to patients and to the practice Want to be a guest on PracticeCare?Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here's the link where you can get the process started. Connect with Sylvain Mancusowww.mancusoclinic.comhttps://www.instagram.com/mancuso_clinichttps://www.linkedin.com/in/sylvain-mancuso-86a48143/ Connect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg 

While many people have heard of Augusta National Golf Club, have you heard of the Augusta Rule? It's a rule in tax law that seems to apply to more businesses than it might seem but you need have the details in place. My guests today help their clients with their tax and financial planning, including claiming the Augusta Rule when it's appropriate.  Stephan Goldsmith is president of iAccounting Solutions and Kristen Engeron is the CEO of Legacy Consultants. Stephan & Kristen often work together to help medical practice owners navigate the tax & financial pitfalls so they can run their practice in confidence and gain valuable time back in their lives. In this episode Carl White, Stephan Goldsmith, and Kristen Engeron discuss:What the Augusta Rule isWhat the requirements are Want to be a guest on PracticeCare?Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here's the link where you can get the process started. Connect with Stephan Goldsmith and Kristen Engeronhttps://www.instagram.com/dynamictaxcfohttps://www.facebook.com/dynamictaxcfo Connect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg 

Referrals are the lifeblood of any successful private practice, and the longer you've been in practice the greater volume of referrals you should be getting. That doesn't happen on its own. My guest today has built a referral base that feeds her practice and she shares her ideas on how she did it. Dr. Ashley Maltz is an integrative medicine physician at West Holistic Medicine in Austin, TX. After Dr. Maltz earned a Medical Degree and Master in Public Health from the University of Texas Medical Branch (UTMB) in Galveston, TX, and she completed a combined Internal and Preventive Medicine Residency at UTMB. She then pursued and completed a 2-year Integrative Medicine Fellowship at Stamford Hospital, in Stamford, Connecticut. During her Fellowship, she underwent clinical training in Medical Acupuncture, trigger point injections, meditation, spirituality, clinical nutrition, mind-body therapies, botanicals and herbs, as well as an intensive 1000-hour online curriculum created by The University of Arizona Integrative Medicine Program founded by Dr. Andrew Weil. During this time, she also completed a 300-hour Medical Acupuncture course through the State University of New York (SUNY) Downstate. In this episode Carl White and Ashley Maltz discuss:What a good referral base looks likeHow she built her referral baseWhat she's learned about how to build a referral base successfully Want to be a guest on PracticeCare?Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here's the link where you can get the process started. Connect with Ashley Maltz@ashleymaltzmd@westholistimedicine Connect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg 

Everyone wants their growth to be orderly, but that doesn't happen on its own. If you leave it on its own, it will be chaotic growth. My guest today works with dental practices to help them grow in an orderly way and shares his insights on how to do it. Frank Curtin is a seasoned management consultant with a distinguished tenure at IBM. He's been imparting his knowledge for 25 years. With a primary focus on collaborating closely with dentists for the past nine years, he holds invaluable insights into fostering success in managing a dental practice. In partnership with his close associate, Dr. Forrest Bryant, Frank established High Speed Consulting. Their innovative approach, driven by the TSG Method Business Management System, has positively impacted over 250 businesses and continues to expand its reach. Frank earned his MBA from The Ohio State University's Fisher College of Business. In this episode Carl White and Frank Curtin discuss:What orderly and chaotic growth each looks likeThe essential ingredients to grow in an orderly wayMistakes he sees when growing and how to avoid them Want to be a guest on PracticeCare?Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here's the link where you can get the process started. Connect with Frank Curtinhttps://www.linkedin.com/in/frankcurtin/ Connect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg

The vast majority of private practices have enough competition that getting new patients isn't guaranteed. You have to convince them to choose you. That takes marketing and sales. My guest today coaches private practices owners on how to do both and he'll try hard to convince you that you need it as well. Daniel Tribby is a healthcare provider, effective business growth strategist, award winning author, top keynote speaker with a vision to help healthcare entrepreneurs build a practice that serves it's patients and sustain profitability for the long term. In this episode Carl White and Daniel Tribby discuss:What he means by the terms marketing and salesWhy marketing and sales are so important to private practicesGood vs. bad marketing and sales practices he sees Want to be a guest on PracticeCare?Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here's the link where you can get the process started. Connect with Daniel Tribbyhttps://www.linkedin.com/in/iamdanieltribby/ Connect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg

DSOs are not private practices, but does every DSO behave that way? Are there any that are doctor friendly? Clinically agnostic? My guest today says they are out there and he'll help us understand more about them. In 2007, Kyle created Professional Transition Strategies to facilitate the sale of over 500 dental practices exclusively as a seller's representative. His M&A work has resulted in over 2 billion in total deal flow for his clients. His specialty is offering unique options to sellers allowing them to explore individual, group, and private equity investments to achieve the transition goals of his clients. Kyle has also consulted practices, medical device companies, and groups of practitioners. He has used this knowledge to help build more than 100 medical and dental startups and has helped construct another 100 locations. In this episode Carl White and Kyle Francis discuss:The size of the DSO marketWhy P/E groups are so interested in the dental industryHow a doctor can determine which DSOs are doctor friendlyWhat being a clinically agnostic DSO means Want to be a guest on PracticeCare?Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here's the link where you can get the process started. Connect with Kyle Francishttps://www.linkedin.com/in/kylewfrancis/https://www.linkedin.com/company/professional-transition-strategies/https://www.facebook.com/ProfessionalTransitionStrategies/ Connect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg

Early career doctors and dentists know one thing about their career – it's early! Your career will likely evolve, but what comes next? My guest today helps early career dentists work through this very question, and he has some advice for you. Kirk Teachout is a business coach, serial entrepreneur, and bestselling author. With the launch of his latest venture, "The Seven Figure Dentist" program through IV Quarter Coaching, he now unlocks secrets of dental practice management. His diverse experience across multiple industries has armed him with invaluable insights and tactics that ensure personal and professional growth. Teachout aims to empower other dental practice owners to realize similar successes. His four pillars—culture, team, systems, and schedule—are the secrets to successfully scaling dental practices without burning out. In this episode Carl White and Kirk Teachout discuss:The choices early career doctors and dentists have in front of themHow early career doctors and dentists should determine what the next best choice is for them Want to be a guest on PracticeCare?Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here's the link where you can get the process started. Connect with Kirk Teachouthttps://www.facebook.com/kirkteachouthttps://www.instagram.com/kirkteachout/https://www.linkedin.com/in/kirk-teachout/https://www.tiktok.com/@kirkteachout Connect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg 

If you're thinking of selling your practice to a DSO or an MSO, please be eyes wide open. Remember, they buy practices all day long, but you only sell a practice once. The buyer knows more than you do and they care about themselves more. Can it be a good sale for you? Yes it can. My guest today helps dental practices find good buyers, and his advice will help any seller. Sean Hudson is a partner with Hudson Transition Partners, Inc, a practice brokerage service for dentists. Sean is past president of the National Association of Practice Brokers (NAPB) and the current co-chair of the Practice Valuation Study Group (PVSG). Hudson Transition Partners has transitioned over 600 dental practices and completed well over 1,000 dental practice valuations. They've been transitioning practices for over 20 years. Additionally, Sean is published in Dental Economics and speak annually for NYSDA and past speaker at UB and NYU. In this episode Carl White and Sean Hudson discuss:What do DSO buyers want when looking at a practice to buyWhat warnings he has for sellers when talking to DSOsInsights about what dentists do after the sale is completed Want to be a guest on PracticeCare?Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here's the link where you can get the process started. Connect with Sean Hudsonwww.hudsontransitions.com Connect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg 

If you're thinking of starting a private pay practice, or adding private pay services to your practice, don't assume patients will just pay it. You have to convince them. How? My guests today run a private pay physical therapy practice and attract patients who could use their insurance with other physical therapists, but don't. They tell us how they do it. Jeff Bitter, DPT, opened CustomFit Concierge in 2017 to best serve the physical therapy and health needs of the community of Chicago and surrounding areas. This practice was intentionally designed to offer services 1:1 with clients in their home, as a private “for hire” mobile practice. Jeff has 11 years of experience in physical therapy and he's certified in TPI for golf and geriatrics and COMT for manual skills. Rick Tilquist is a partner and practicing physical therapist at CustomFit Concierge. He's approaching 10 years of experience treating patients. Rick specializes in helping geriatric patients as well as those with orthopedic, neurological and weight loss issues. Rick also treats patients with Parkinson's Disease. In this episode Carl White Jeff Bitter and Rick Tilquist discuss:Why they chose the private pay route instead of insurance basedHow they convince patients to choose their practice instead of othersWhat they've learned since opening to make their practice more competitive Want to be a guest on PracticeCare?Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here's the link where you can get the process started. Connect with Jeff Bitter and Rick Tilquisthttps://www.linkedin.com/company/customfit-concierge-medicine-health-and-fitness/https://www.facebook.com/CustomFitConciergehttps://www.instagram.com/customfit_concierge_medicine/ Connect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg

Laws and regulations governing transparency for private practice owners are only growing. Whether you like it or not, you're responsible to stay up to date and navigate them. My guest today runs a law firm devoted to helping small businesses, and private practices, do just that. Michelle Bomberger believes that every business deserves to have the same strategic law advantages as mega-corporations. She is the Founder and Managing Attorney at Equinox Business Law Group. Her experience as a business owner and entrepreneur gives Michelle unique insights into the emotional and practical aspects of owning a business and how important legal infrastructure is to growth and success. In this episode Carl White and Michelle Bomberger discuss:Changes Michelle is seeing in transparency laws and regulations for private practicesWhy private practice owners should have an attorney “on call” all the time Want to be a guest on PracticeCare?Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here's the link where you can get the process started. Connect with Michelle Bombergerhttps://www.linkedin.com/company/equinox-business-law-group-pllc/https://www.facebook.com/Equinoxbusinesslaw/ Connect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg

While remote patient monitoring has been around for a while, its adoption hasn't quite made it to the private practice world in a mass way. What would it take to change that? My guest today lives in this world and will tell us what he thinks about it. Drew Mayer is the Founder and CEO of Snow Cloud Ventures. Drew is a health tech entrepreneur with 25 years of diverse expertise spanning healthcare and technology. This experience enables Drew to assess the practicality of new solutions while offering thoughtful strategic advice and mentorship to founders and their teams.  In this episode Carl White and Drew Mayer discuss:The basics of remote patient monitoringWhat's new in remote patient monitoringWhat remote patient monitoring needs to succeed to be used by private practices Want to be a guest on PracticeCare?Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here's the link where you can get the process started. Connect with Drew Mayerhttps://www.snowcloudv.com/https://www.linkedin.com/in/drew-mayer/ Connect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg 

Success in business MUST include the possibility that you'll have to start over. It's easy to say, but doing it takes real energy and courage. My guest today has started over a couple of times. If you're staring at the possibility yourself, I encourage you to hear what he has to say. Dr. Michael Reed aka The Cosmetic Gyn, is a leading board-certified cosmetic gynecologist with over 20 years of experience in women's sexual health. Dr. Reed's mission is to destigmatize sexual health services and normalize discussions about both sexual health and pleasure, empowering women in the process. Patients choose Dr. Reed because of his exceptional surgical skills, unwavering professionalism, and personalized attention. He approaches patient care holistically, utilizing cutting-edge non-invasive technologies, optimizing hormone therapies, and prioritizing active listening to address his patients' unique needs and desires. As a member of prestigious organizations such as the American College of Obstetrics and Gynecology (ACOG), the North American Menopausal Society (NAMS), and the International Society for the Study of Women's Sexual Health (ISSWSH), Dr. Reed remains at the forefront of advancements in female cosmetic surgery. In this episode Carl White and Dr. Michael Reed discuss:The episodes in his career where he started overHow he decided he needed to start over instead of staying where he wasThe advice he has for physicians who might need to start over in their own career Want to be a guest on PracticeCare?Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here's the link where you can get the process started. Connect with Dr. Michael Reedhttps://www.instagram.com/thecosmeticgynhttps://www.facebook.com/thecosmeticgynhttps://www.youtube.com/channel/UCtC4OS8pYScZ2gIVjfJQh5ghttps://www.tiktok.com/@thecosmeticgyn Connect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg

Does your staff show up only for the paycheck? If so, there's more you can give them. Why bother to do that? Greater job satisfaction for them and better profitability for you. My guests today have some ideas on how you can get started. Matthew Norton is an expert in human behavior and cognitive science and is the founder of People Plus Purpose, a company that coaches business owners to fulfill their purpose and achieve the success they're seeking. Matthew is also the creator of numerous innovative assessments that provide unique insights into people's key strengths and signature styles leading to improved interpersonal understanding, communication and collaboration.  Jessica Martin is the owner of Martin Management Consulting and co-owner of Martin Dental, a successful dental spa in Eau Claire, WI. Jessica is a licensed school psychologist and helps medical professionals understand why patients feel anxious or fear at the dentist and other medical appointments. Jessica has created strategies for medical professionals to remove some of the most common barriers to care. In this episode Carl White, Jessica Martin and Dr. Andrew Norton discuss:The components of job satisfaction that are not moneyHow practice owners figure out what components they can and should offerHow practice owners measure their success with these other components Want to be a guest on PracticeCare?Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here's the link where you can get the process started. Connect with Jessica Martin and Dr. Andrew Nortonhttps://www.linkedin.com/in/martindentaljessica/https://www.linkedin.com/in/matthew-norton-bb901a7/https://www.facebook.com/MartinManagementEC/https://peoplepluspurpose.com/NortonMartinProgram/ Connect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg

As the owner of a private practice, do you want every day you work to be as long and as hard as the day you opened your doors? My guest today says it doesn't have to be that way and he helps private practice owners work less while earning more. As a successful serial entrepreneur, Jeff teaches providers how to unchain themselves from the daily grind by creating a practice that runs without them. Jeff gives providers a framework to follow where they can leverage extenders to work less, and make more than they ever have. In this episode Carl White and Jeff Russell discuss:The mindset changes a provider needs to make to work less while earning moreThe fundamental nuts and bolts of implementing the strategy Want to be a guest on PracticeCare?Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here's the link where you can get the process started. Connect with Jeff Russelljeff@iapam.comFireYourselfFirst.com+1 (602) 903-5030LinkedIn: in/thejeffrussellFacebook: /fireyourselffirst Connect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg 

You can't throw a football today without hitting AI somewhere. What are some areas where you can bring AI into your private practice? My guest today is working on it and she'll share her ideas. Dr. Rachel Draelos is a physician scientist and the CEO/Founder of Cydoc, a health AI company. The Cydoc Smart Patient Intake Form interviews patients using medical reasoning, then generates a focused HPI/subjective section of a medical note, saving 10 minutes per visit. Cydoc's overall mission is to create the first AI-native EHR. Dr. Draelos was the first person to graduate from Duke University with an M.D. and a Ph.D. in Computer Science, and has published research across multiple areas of artificial intelligence for medical applications. Dr. Draelos is also the author of the popular AI and medicine blog Glass Box. In this episode Carl White and Dr. Rachael Draelos discuss:AI applications in private practice todayHow can highly regulated private practice medicine think smartly about unregulated AI today?The future she sees in AI for private practice Want to be a guest on PracticeCare?Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here's the link where you can get the process started. Connect with Dr. Rachel Draeloswww.cydoc.aihttps://www.linkedin.com/in/rachel-draelos-md-phd-2754434ahttps://twitter.com/racheldraelos?lang=en Connect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg

Which types of insurance make sense by your stage of career? In my opinion, insurance companies, from auto to life to long term care, do a terrible job of explaining this. My guest today does a good job of it. He'll see if he can help make some sense of it for you. Drew Powers is the Founder of Powers Financial Group, LLC, a Registered Investment Advisor. He specializes in advanced insurance and investment strategies for doctors. Drew is 100% independent, he doesn't work with any investment or insurance company, which means he's able to give unbiased advice that is most beneficial for his clients. Drew started his career in 2001 as a Market Maker on the Chicago Board Options Exchange, where he managed trading portfolios comprising of hundreds of equity- and equity-index option listings. In 2008, he transitioned to the role of Financial Advisor and Investment Advisor Representative, where he helped clients develop individual financial strategies. At Powers Financial Group, Drew leverages his stock and options trading expertise with his financial advising experience to help clients increase and protect their wealth. Drew lives in Naperville with his wife and their two children. He is an avid downhill skier, active in youth sports, a proud "Rooster" within the Naperville Jaycees, and is passionate about CrossFit and the Paleo/Primal Lifestyle. In this episode Carl White and Drew Powers discuss:How to think about insurance as part of building wealthGood insurance choices for early career stage doctors and dentistsGood insurance choices for mid and later career stage doctors and dentists Want to be a guest on PracticeCare?Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here's the link where you can get the process started. Connect with Drew Powershttps://powersfg.com/https://www.linkedin.com/in/powersdrew/https://www.facebook.com/PowersFGhttps://twitter.com/Powers_FGhttps://www.instagram.com/powers_fg/ Connect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg