Podcasts about practice owners

How does your leadership style affect clinician retention? Are you accidentally becoming the bottleneck in your own practice? And is your biggest growth challenge really a lead problem—or a conversion […] The post Group Practice Conference Part 3: Leadership Lessons for Group Practice Owners | GP 329 appeared first on How to Start, Grow, and Scale a Private Practice | Practice of the Practice.

Running a private practice means making a lot of decisions, some exciting, some uncomfortable, and some that just can't wait.In this quarterly check-in, I'm joined by Jacquie Carter from our GreenOak team to talk about what we're actually seeing behind the scenes right now. From tax planning mistakes (yes, we're going there) to payroll realities, hiring challenges, and a few hard truths practice owners don't always want to hear, but really need to.If you've ever thought, “I'll deal with that later,” this episode is your gentle nudge… because later is today. In This Episode, You'll Discover:1. Why tax planning starts now, not next April Waiting until tax season to “fix” your taxes? Unfortunately, that's when it's already too late. We break down what proactive planning actually looks like.2. The financial decisions that quietly put practices at risk From overpaying payroll to pulling too much out of the business, we're talking about the patterns we're seeing (and how to course-correct).3. What's actually worth your time as a practice owner Not every project, rebrand, or idea deserves your attention. We'll help you refocus on what truly moves the needle.Resources and LinksEpisode #209: Financial Transparency: How Much Is Too Much? Listen on Apple PodcastsMoney for Therapists Practice Startup - https://www.greenoakaccounting.com/startupGreenOak Accounting - www.GreenOakAccounting.comTherapy For Your Money Podcast - www.TherapyForYourMoney.comProfit First for Therapists - www.ProfitFirstForTherapists.comProfit First Academy - www.ProfitFirstForTherapists.com/AcademyWatch Therapy For Your Money on YouTube: Watch on YouTube Podcast Production, Audio Mixing, and YouTube Video Production by James Marland

Links & Mentions: Consult booking link: www.dryazdancoaching.com/consult Email me: DrDYazdan@gmail.com Make more money video: www.dryazdancoaching.com/MDM Follow me for more tips: (@DrYazdan) www.instagram.com/dryazdan and (@DrYazdanCoaching) www.Instagram.com/dryazdancoaching Many dental practice owners start their journey believing ownership will give them freedom — freedom with their schedule, finances, and how they practice dentistry. But for many dentists, the opposite happens. Instead of freedom, they become the most overworked person in the practice — the dentist, the treatment planner, the HR department, the marketing team, and the decision-maker for every question that comes up. In this episode, we dive into why letting go of control is so hard for dental practice owners — and how shifting your leadership style can help you build a self-sufficient team and a practice that truly supports your freedom. What You'll Learn in This Episode • Why so many dentists unintentionally become the bottleneck in their own practice • The hidden ways control shows up in daily practice operations • How dental training contributes to perfectionism and difficulty delegating • Why doing everything yourself may feel faster in the moment but costs thousands of hours long-term • The leadership shift that helps teams become more independent and confident • How to train your team to bring solutions instead of problems • Why accepting 80% perfection from your team can transform your practice • The key question that can dramatically reduce interruptions in your day Ready to Build These Systems? If you want to cut back on how much you're working and collect exactly what you want you need systems. To go deeper and implement this inside your practice, book a consult for Systems for a Million Dollar Dental Practice: dryazdancoaching.com/consult If you don't see a time that works, email me (address listed at the top of the page). I'll see you there.

Why therapists feel anxious at work, why practice owners feel overwhelmed, and how both sides can rebuild trust and psychological safety. You know how we are always talking about dismantling harmful systems on this podcast? Well…what happens when those systems show up inside group practices? This conversation with Andie Baumgartner and Nadia Parva from Rowan Tree Counseling goes deep into the complicated, emotionally loaded relationship between practice owners and employees. And, in fact, it was THE conversation that helped me realize we needed to work with employees as well as business owners in the Group Practice (R)evolution! Topics include: Therapist burnout and workplace trauma Transparency, hierarchy, and power dynamics Why trust feels so difficult in therapy workplaces The emotional realities of group practice ownership Risk tolerance, private practice culture, and clinician anxiety From the fear many clinicians carry into the workplace to the pressure practice owners feel holding entire businesses together, we unpack what's happening behind the scenes in the therapy industry and what it might actually take to build healthier, more sustainable working relationships. Join The Therapist Network and receive 20% off your subscription tier when you enter the code SARAHROCKS. *** Group Practice (R)evolution is a podcast series offering insights from owners, employees, and experts, and resources to support this wildly ambitious vision for the future.  UPCOMING EVENTS Check the calendar for opportunities to connect with Sarah and earn CEs. SUPPORT THE SHOW Conversations With a Wounded Healer Merch Join our Patreon for gifts & perks Shop our Bookshop.org store and support local booksellers Share a rating & review on Apple Podcasts *** Let's be friends! You can find me in the following places… Website Facebook @headheartbiztherapy Instagram @headheartbiztherapy    

Send us Fan MailGuest:Chris Ji, Digital Marketing Manager - MediaNVLinkedIn: linkedin.com/in/christopher-ji-40b90a30MediaNV: https://www.medianv.com/Bob Piercy - hostphone - 780-965-2232email - co.travelpodcast@gmail.comLinkedIn - https://www.linkedin.com/in/robertpiercy/Website - https://robertpiercy.comFacebook - https://www.facebook.com/BobPiercyCoTravelPocastProfessional Practice Sales: Dental Office Valuations & Brokeragehttps://www.ppsales.com/

Becoming the CEO of your own physical therapy practice is one of the most challenging transitions no one prepares you for. If you've been feeling the weight of leadership, missing the simplicity of just being a clinician, or wondering why building your own practice feels so much heavier than you expected, this episode is for you.The truth is, most physical therapy practice owners experience an identity crisis that goes way beyond learning business skills. You're dealing with decision fatigue, loneliness, and the challenge of shifting from clinician energy to CEO energy while still trying to provide excellent patient care.In this episode, I walk through the five things nobody talks about when you become a practice owner: the emotional identity shift that feels like crisis, why leadership feels so lonely, how your clinical training can actually work against you as a CEO, why survival mode becomes a trap, and why the most successful practice owners don't do this alone.This isn't about strategy or marketing tactics. This is about the real, honest experience of stepping into leadership and why feeling overwhelmed doesn't mean you're failing. It means you're growing.If you've been trying to figure this out on your own and feeling like something must be wrong with you because it's harder than you expected, you're not alone. Every successful practice owner has walked through exactly what you're experiencing right now.Ready to step into confident leadership with support from coaches who've built their own successful practices? Join DPT to CEO here.--- Morgan Meese, the founder of a successful out-of-network physical therapy practice, has transformed her expertise into a role as a dedicated business and marketing coach. Specializing in cash pay physical therapy, Morgan owns a digital business where she collaborates with fellow clinicians, guiding them in launching and expanding their own cash-based solo practices. Her coaching extends to helping new business owners navigate the complexities of owning a physical therapy practice, incorporating elements like mobile physical therapy and telehealth. Morgan's unique approach incorporates niche marketing strategies, addressing the specific needs of clinicians and entrepreneurs. As a woman in business with ADHD herself, she also offers insights on time management for business owners, emphasizing the importance of digital marketing to attract more clients. Join Morgan on her journey of empowering women entrepreneurs, physical therapists and healthcare providers, combating burnout, and building a thriving business so you never have to go back to the clinic again.Find me on IG: ⁠DPT to CEO⁠ and ⁠Dr. Morgan Meese⁠---To learn more, visit ⁠our website⁠.Free eBook ⁠“So You Want To Start a Solo Practice” ⁠DPT to CEO: ⁠Youtube⁠Join⁠ DPT to CEO 1:1 Coaching Program with Morgan.Just getting started? ⁠The Therapy Business Basics Mini Course⁠ is the place to start!⁠Buy me coffee⁠

One strategy. An almost infinite ceiling. And most of your competitors aren't willing to do it.In this episode, founder of The Dental Marketer Michael Arias breaks down the no-cost strategy he calls ground marketing. You'll learn what it actually takes to get results, from the exact scripts to use with local businesses to how to identify the person on your team built to run it.Topics discussed:The REAL framework that makes ground marketing actually workWhat most people get wrong about ground marketingThe apartment complex playbookWhat to say when you walk into a new businessHow to work events and fill your signup sheetThe locations most owners overlookTraits the person in charge needs to haveThe mindset shift that helps you overcome rejectionConnect with Michael Arias:https://thedentalmarketer.org/Listen to The Dental Marketer podcast:https://thedentalmarketer.site/podcastThis episode was produced by Podcast Boutique https://www.podcastboutique.com Use the same marketing company as Dr. Etch!Get your free demo with Relevance Marketing by Clicking Here Check out www.relevanceonlinemarketing.com if you want to get the same great marketing results as Dr. Etch.  Mention DPH and get your first month FREE!Take Control of Your Practice and Your LifeWe help dentists take more time off while making more money through systematization, team empowerment, and creating leadership teams.Ready to build a practice that works for you? Visit www.DentalPracticeHeroes.com to learn more.

Your practice is busy. The schedule is full, the phones are ringing, and revenue is coming in. But despite all the activity, profitability is not improving the way it should, leadership feels heavier, and growth starts creating more pressure instead of more freedom. In the latest episode of Shorr Solutions: The Podcast, CEO Jay Shorr and Senior Client Success Manager Nan Maddox discuss the growth plateau many aesthetic practice owners experience after moving beyond survival mode. They break down the leadership and operational issues that quietly limit growth, including micromanagement, lack of delegation, inconsistent systems, poor KPI visibility, burnout, and profitability challenges. ▶ Free Consult: Schedule your free 30-min consult with our expert, Jay Shorr, here: https://shorrsolutions.com/free-consult-new/

Smart dental owners defend. Wise ones decouple. In this episode, Dr. Dave reveals what your team already knows about you and why many owners have a coachability problem dressed up as a communication problem. You'll learn the ancient frame that splits every practice owner into two camps, and the one ego shift that lets the wise ones break through while the smart ones stay stuck. Your team is watching how you handle feedback. This episode shows you what they're seeing. Listen now.

What if the biggest threat to your practice isn't reimbursement, competition, or overhead—but the way you hire, lead, and retain people?   In today's episode, I'm joined by Mike Dixon, president of Hoops, for a conversation every practice owner needs to hear. We unpack why staffing issues feel so hard, why most owners were never trained to lead, and how the right systems can turn your team from your biggest headache into your greatest competitive advantage. If you've ever said, "I just can't find good people," this episode may challenge the way you think about the real problem—and the real opportunity.     ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!   Check out Adam's other podcast! The Optometry Success Podcast  Subscribe on Apple Podcasts: https://bit.ly/4tttng6 Subscribe on Spotify: https://bit.ly/4tuf0YM    Resources: FEAR Setting Exercise from Tim Ferriss HoopsHr.com Book a Triage call with Adam Download the Practice Owner's Financial Toolkit 20/20 Money Ultimate Financial Success Masterclass OD Mastermind Interest Form Check out Adam's new book: How to Buy an Optometry Practice

Send us Fan MailIn this essential episode of the Private Practice Survival Guide, host Brandon Seigel provides private practice owners with a vital 15-minute daily security checklist designed to protect their operations, patients, and peace of mind. Discover why cybersecurity is not just a product, but a continuous process crucial for safeguarding sensitive medical and financial data from cyber criminals. Learn practical, actionable steps to prevent common breaches stemming from weak passwords, phishing attempts, and human error. This episode empowers practice owners to implement robust daily habits that build trust and dramatically reduce risk. What You'll Learn:The 7 critical items for a daily security checklist.How to scan for and identify suspicious emails effectivelyBest practices for confirming and managing staff accessStrategies for ensuring your data backups are consistently running.The importance of installing regular system and software updates.How to review banking and payment alerts for early detection of fraud.Utilizing security dashboards to monitor for red flags.Methods for reinforcing a strong security culture within your team.Protect your practice starting today by implementing these simple yet powerful daily security habits. #PrivatePracticeSecurity #CybersecurityTips #HealthcareSecurity #PrivatePracticeSurvivalGuide #DataProtectionWelcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today's business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast. Get In Touch With MePodcast Website: https://www.privatepracticesurvivalguide.com/LinkedIn: https://www.linkedin.com/in/brandonseigel/Instagram: https://www.instagram.com/brandonseigel/https://wellnessworksmedicalbilling.com/Private Practice Survival Guide BookThis show is proudly produced at PS Studios — learn more https://www.psstudios.co

There's a number in your practice that looks precise but lies to you every single month: your AR report. We routinely audit multi-provider practices showing $400K, $600K, even $1M in AR — and 20–40% of that “asset” is already dead. Not collectible. Just trash left behind by bad payment posting. In this episode — the first in a 4-part series on payment posting — Heather walks through what payment posting actually is, why getting it wrong silently inflates your AR, and the seven specific things that change in your practice when posting is done right. Inside the episode: Why your AR report is a mirror of your team's posting accuracy, not what you're actually owed How a $400K/month practice dropped their AR by 30% in two weeks — without collecting a dollar more The 7 reasons clean payment posting transforms your revenue cycle The audit moment we found 200+ accounts a week being reworked that were already paid in full What's coming in Episode 176: the most common insurance-side posting mistake we see in almost every audit If you're a practice owner, billing lead, or operations director who has ever made a financial decision off an AR report — this is the foundation. Resources mentioned (Buzzsprout episode resources block) 

Welcome back to the Shared Practices podcast.In this episode of Ask George, we're diving into a question we hear all the time from aspiring owners: How do you build a real business instead of just buying yourself a job? Whether you're preparing to purchase your first practice or thinking about expanding into your second or third location, this conversation will give you a clearer, more honest picture of what ownership really looks like today.Dentistry has changed a lot over the years. With more options like DSOs, choosing private practice is no longer the default—it's a decision. And for many, that decision means stepping into the role of an entrepreneur. That comes with real challenges: managing rising staff costs, dealing with insurance reimbursements, and navigating tighter margins, especially in a post-COVID landscape. But at the same time, it creates an opportunity to build something that can grow beyond your own clinical work.So what's the difference between a job and a business? If everything depends on you being in the chair day in and day out, it's still a job—no matter how successful it looks on paper. A true business is built to operate and generate income even when you're not there. That shift in mindset is what separates operators from owners.George breaks down a practical path to get there, including how to build around multiple providers, improve efficiency, and create systems that support long-term growth. From bringing on associates to optimizing your space and team, it's all about creating a structure that doesn't rely solely on you. Ready to take the next step in your dental practice journey? Visit https://sharedpractices.com to learn more about our Buyer Representation and Coaching services, designed to help dentists buy, grow, and optimize profitable practices. You can also use our Free Look to evaluate dental practice opportunities with real data before making a decision. For daily Dental Moneyball insights, strategy tips, and updates, follow us across our social channels.

If you've ever thought, “I've heard of Profit First… but I still have questions,” you're not alone.In this episode, Julie is joined by Angelica Epps for a real, behind-the-scenes Q&A based on what practice owners are actually asking inside the Profit First Academy. From “Do I even make enough to start?” to “What's the difference between profit and owner's pay?”, nothing is off the table.This conversation is a great place to get clarity on how Profit First works in real life—especially if you're feeling unsure, overwhelmed, or just curious about whether it's a fit for your practice.3 Reasons to Listen1. You've heard about Profit First, but still feel unsure how it actually worksWe break down the basics in a simple, practical way so you can connect the dots.2. You're wondering if your situation is “too messy” to startWhether it's inconsistent income, debt, or tax stress, these are the exact questions we address.3. You want to understand how other practice owners are thinking about moneyThese are the real questions coming up every day inside the Academy.Links & ResourcesMoney for Therapists Practice Startup - https://www.greenoakaccounting.com/startupGreenOak Accounting - www.GreenOakAccounting.comTherapy For Your Money Podcast - www.TherapyForYourMoney.comProfit First for Therapists - www.ProfitFirstForTherapists.comProfit First Academy - www.ProfitFirstForTherapists.com/AcademyPodcast Production, Audio Mixing, and Youtube Video Production by James Marland

If you've ever looked at your fee schedule and felt a knot in your stomach, you're not alone. Fee setting is one of the most avoided conversations in private practice — and it's not about not caring. It's about the discomfort that runs deep in helping professions, where talking about money can feel like it conflicts with the commitment to care.  Read the full show notes, memorable quotes, and key takeaways.  Is your practice growth-ready? See Where Your Practice Stands: Take our Practice Growth Readiness Assessment  In this SNACK episode, Tracy Cherpeski sits down with Miranda Dorta to cut through that discomfort and get practical. They explore why so many practice owners undercharge, what that pattern has to do with burnout, and what it actually takes to build a fee structure that reflects your value and keeps the lights on.  You'll hear Tracy break down the numbers every practice owner should know cold — from burn rate and cash flow to how insurance versus out-of-pocket decisions shape your entire business model. She also shares the one number you can pull up right now that tells you a lot about where your practice stands.  Whether you're just starting to look at your finances or you know it's time to raise your fees and keep putting it off, this conversation will help you take off the clinician hat and put on the CEO hat — without losing what makes your practice worth running.  Read the full show notes, memorable quotes, and key takeaways.  Is your practice growth-ready? See Where Your Practice Stands: Take our Practice Growth Readiness Assessment  Connect With Us:  Be a Guest on the Show  Thriving Practice Community  Schedule Strategy Session with Tracy  Tracy's LinkedIn  Business LinkedIn Page 

What if the data you need to grow your dental practice is already sitting right in front of you...you just can't see it yet? In this episode of DEO's Growth Secrets, Emmett Scott sits down with Emily Ryba, Co-Founder and CEO of OSDental, who started her career as a CPA specializing in dental and spent years watching practice owners make major decisions without the full financial picture. After building a $1 million data warehouse for a 42-location dental group, she realized there had to be a better way...and OSDental was born. You'll hear why most practice owners are only seeing 30% of their data and what's hiding in the other 70%, why the average dental practice loses 1 to 3% of revenue simply from lack of data visibility, and why your collections report might be telling you a story that isn't actually true. Emily also breaks down how data transparency changes team behavior, what untreated perio is quietly costing your practice, and why giving your team access to the right data is the fastest way to make them act like owners. If you've ever felt overwhelmed by your numbers or unsure what they're actually telling you...this one will change how you see your business.

Your practice doesn't break when the plan is wrong. It breaks at 10:42 on a Tuesday.Everything looked right. Then it didn't.That's a leadership model problem. Because the model you were taught only works when people act logically.They don't. And now AI handles the logical side anyway. What's left is what actually drives your results: How you and your team show up under pressure.In this episode, you'll see why your systems break in real time—and how to lead a practice that holds together when the day goes sideways. The practices that get this become very hard to compete with.

In this episode I sit down with Dr. Steve Vargo to unpack a mindset that many practice owners quietly wrestle with: the belief that there is no longer money to be made in the basics of optometry. We start with a real question from a practice owner who feels discouraged by stagnant reimbursements and declining capture rates, and use it as a springboard to discuss the deeper issue underneath it all: communication.   Steve explains why successful practices are not necessarily dependent on adding new cash pay services, but instead on improving how doctors listen, communicate, and guide patients toward solutions that solve real problems. If you have ever felt frustrated by patients walking with their prescriptions or wondered whether the future of your practice depends on adding the next new service, this conversation will challenge that assumption and give you practical ideas to improve both patient outcomes and the financial performance of your practice.   Links to grab: Book a Triage call with Adam Download the Practice Owner's Financial Toolkit 20/20 Money Ultimate Financial Success Masterclass OD Mastermind Interest Form Check out Adam's new book: How to Buy an Optometry Practice Connect with Dr. Steve Vargo on LinkedIn   ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!   Check out Adam's other podcast! The Optometry Success Podcast  Subscribe on Apple Podcasts: https://bit.ly/4tttng6 Subscribe on Spotify: https://bit.ly/4tuf0YM   

In this episode of Power Hour, host Eugene sits down with Dr. Jason Lake, General Manager of PERC & Opti-Port for another Metric of the Quarter, and this one hits differently. Some episodes give you ideas. This one gives you numbers you can't ignore.

What if the biggest threat to your dental practice isn't competition… but your own physical health? In this eye-opening episode, Dr. Len Tau sits down with Caitlin Parsons, dental hygienist and ergonomics and wellness consultant, to unpack how chronic pain and stress are silently impacting productivity, team dynamics, and patient experience. Caitlin shares her personal journey from nearly leaving dentistry due to pain to becoming a leader in helping dental professionals create sustainable, high-performing practices. From small ergonomic tweaks to integrating yoga therapy into your daily workflow, this conversation reveals how prioritizing wellness isn't just good for your body… it's a smart business move. If you've ever pushed through discomfort or felt burnout creeping in, this episode is your wake-up call to rethink how you care for yourself and your team.   What You'll Learn Why chronic pain is so common in dentistry and what causes it The connection between stress, posture, and patient experience How poor ergonomics impacts productivity and team performance Simple ergonomic adjustments that can make a big difference Why "pushing through pain" can cost you long-term The role of yoga therapy in managing stress and improving focus Practical ways to support your team's health without major investments How small daily habits can improve longevity in your career — Key Takeaways 00:49 Introduction & Episode Overview 02:55 Caitlin Parsons' Background & Journey 05:55 Prevalence of Pain in Dentistry 07:05 Signs of Poor Ergonomics 09:20 Impact of Stress & Chronic Pain on Performance 12:00 Real-Life Story on Patient Perception 14:36 Desk Ergonomics & Daily Habits 16:41 What is Ergonomic Optimization? 19:04 Small Changes That Make a Big Impact 20:55 The Danger of Ignoring Pain 23:40 Introduction to Yoga Therapy 26:55 Actionable Steps for Practice Owners 31:00 Lightning Round Q&A 34:40 How to Connect with Caitlin — Connect with Caitlin Website: thealignedhygienist.com Email: hello@thealignedhygienist.com Instagram: @thealignedhygienist

A slow season in your aesthetic practice should not catch you off guard, yet many owners find themselves reacting too late. When schedules drop, the instinct is to cut marketing, discount services, or scramble to fill gaps, but by then, revenue has already been lost. The real issue is not seasonality. It is the lack of planning behind it. In this episode of Shorr Solutions: The Podcast, Cristian Devoz and Paige Hamilton break down how to identify your slow season using data, plan marketing in advance, and shift your strategy to maintain consistent patient flow. They also share how to avoid panic discounting, protect your bottom line, and use events, memberships, and patient reactivation to create stability throughout the year. ▶ Free Consult: Schedule your free 30-min consult with our expert, Jay Shorr, here: https://shorrsolutions.com/free-consult-new/

Burnout is one of the most talked-about topics in healthcare — and still one of the most misunderstood. In this SNACK episode, Miranda Dorta turns the mic around and puts Tracy in the hot seat for an unscripted conversation about what burnout prevention actually requires. Not the surface-level version. The real one.  Read the full show notes, memorable quotes, and key takeaways.  Sign up for the Prevention Paradigm Masterclass.  Tracy breaks down why the self-care checklist approach misses the mark, how practice ownership compounds burnout risk in ways that employed providers rarely face, and why real prevention is a structural decision — not just a personal one. She also shares where most practice owners skip the prevention work that costs them the most long-term, and what to do right now if you're already in the thick of it.  This conversation is built on research, grounded in Tracy's CME-based content, and refreshingly practical — no platitudes, just real frameworks for building a practice that doesn't burn you down.  Don't miss The Prevention Paradigm masterclass on April 28th — the link to register is in the show notes. To schedule a consultation with Tracy, visit thrivingpracticecommunity.com.  Read the full show notes, memorable quotes, and key takeaways.  Sign up for the Prevention Paradigm Masterclass.  See Where Your Practice Stands: Take our Practice Growth Readiness Assessment  Connect With Us:  Be a Guest on the Show  Thriving Practice Community  Schedule Strategy Session with Tracy  Tracy's LinkedIn  Business LinkedIn Page 

Most PT practice owners aren't struggling because they don't work hard… they're struggling because they're making the wrong financial decisions. In this episode, Brian sits down with Julie Harris from Green Oak Accounting to break down the 6 financial decisions that separate average practices from the top 10%. This isn't about complicated accounting talk. This is about how you actually manage your money as an owner — how you think about taxes, how you pay yourself, how you protect your business, and how you stop leaving money on the table. They dive into the difference between tax prep and tax planning, when an S-Corp actually makes sense, how to structure your income the right way, and why most owners wait too long to make financial decisions that could completely change their outcome. You'll also learn how to build real financial stability with cash reserves, lines of credit, and better cash flow systems — so you're not reacting when problems hit, you're prepared for them. If you want more control, more clarity, and more profit in your practice… this is where it starts. ⸻ Connect with Julie Harris & Green Oak Accounting If you want help getting your finances, taxes, and cash flow dialed in the right way, you can connect with Julie and her team here: Schedule a free consultation: https://www.greenoakaccounting.com/consultation Facebook: https://www.facebook.com/greenoakacct Instagram: https://instagram.com/greenoakacct

Case acceptance is one of the biggest challenges facing orthodontic practices in 2026. In this episode of Ortho Marketing, host Dean Steinman is joined by Shelley Bostrom, founder and owner of Align My Practice to break down what's really causing patients to walk away and how to fix it. Shelley shares practical, real-world strategies to help treatment coordinators and practice owners improve conversions, from structuring consultations more effectively to creating clear next steps and stronger follow-up systems. If your practice is generating leads but struggling to turn them into starts, this episode is packed with actionable insights to help you close more cases and stop leaving revenue on the table.What You'll Learn:The 3 required outcomes every patient should leave a consultation with (yes today, scheduled, or follow-up commitment)Why patients leave without starting treatment — and how to prevent itHow to guide conversations using assumptive language and stronger communicationThe importance of asking the right questions to personalize the consultationProven follow-up strategies, including a multi-touch approach over timeWhy authentic conversations outperform scripted sales approachesAbout Shelley BostromIntroducing Shelley Bostrom, founder and owner of Align My Practice, your ultimate partner in all things orthodontics. With an unparalleled understanding of the industry, Shelley has a knack for developing customized solutions that cater to your unique needs. Her warmth and sincerity make her an exceptional collaborator, as she works hand in hand with each client to help them realize their vision. At Align My Practice, Shelley and her team offer a comprehensive range of services that are designed to supercharge your practice growth, optimize team performance, and maximize your overall success. With Shelley at the helm, you can rest assured that your practice will be in the hands of a seasoned professional who is deeply committed to helping you achieve your goals.Learn more about Align My Practice: https://alignmypractice.comBe our next guest or elevate your practice: https://orthomarketing.com/contact-us/

Case acceptance is one of the biggest challenges facing orthodontic practices in 2026. In this episode of Ortho Marketing, host Dean Steinman is joined by Shelley Bostrom, founder and owner of Align My Practice to break down what's really causing patients to walk away and how to fix it. Shelley shares practical, real-world strategies to help treatment coordinators and practice owners improve conversions, from structuring consultations more effectively to creating clear next steps and stronger follow-up systems. If your practice is generating leads but struggling to turn them into starts, this episode is packed with actionable insights to help you close more cases and stop leaving revenue on the table.What You'll Learn:The 3 required outcomes every patient should leave a consultation with (yes today, scheduled, or follow-up commitment)Why patients leave without starting treatment — and how to prevent itHow to guide conversations using assumptive language and stronger communicationThe importance of asking the right questions to personalize the consultationProven follow-up strategies, including a multi-touch approach over timeWhy authentic conversations outperform scripted sales approachesAbout Shelley BostromIntroducing Shelley Bostrom, founder and owner of Align My Practice, your ultimate partner in all things orthodontics. With an unparalleled understanding of the industry, Shelley has a knack for developing customized solutions that cater to your unique needs. Her warmth and sincerity make her an exceptional collaborator, as she works hand in hand with each client to help them realize their vision. At Align My Practice, Shelley and her team offer a comprehensive range of services that are designed to supercharge your practice growth, optimize team performance, and maximize your overall success. With Shelley at the helm, you can rest assured that your practice will be in the hands of a seasoned professional who is deeply committed to helping you achieve your goals.Learn more about Align My Practice: https://alignmypractice.comBe our next guest or elevate your practice: https://orthomarketing.com/contact-us/

So, what is all the buzz about AI? Dr. Kuba wants to know and puts Bethany on the spot for her take on AI. Together, they discuss what this new trend is and if it is truly something new and exciting. Bethany shares some of her client's experiences with how they have incorporated AI into their practices and addresses the highlights and possibilities of implementation as well as her own personal reservations. She gives advice to listeners on how to begin implementing new technology into daily practice life. If you've been wondering about the AI buzz, then this episode is for you! 

In this episode, Brian Gallagher introduces The 4 + 4 Method—a framework built from four mindset principles and four business systems that helped shape his success over nearly three decades in private practice. Early in his career, Brian believed success meant simply working harder and seeing more patients. Over time, he discovered that sustainable growth comes from something very different: the right mindset paired with the right systems. In this episode, Brian shares leadership lessons that shaped his career along with practical strategies for running a stronger clinic, including pay-for-performance compensation models, disciplined financial planning, structured time management, and management action plans that drive execution. If you're a physical therapy practice owner looking to improve profitability, leadership, and scalability, this episode offers both the mindset and systems to help you get there. Learn more about MEG, a Provana Company: https://www.megbusiness.com Contact us: grow@megbusiness.com

If your marketing agency is leading with traffic, clicks, and impressions... they're measuring the wrong things. And while you're nodding along to their monthly report, your business stays flat. Most dental practices don't have a marketing problem. They have an accountability problem. In this episode, Daniel Sosa, CEO of OM Performance Marketing, breaks down why traditional dental marketing is bleeding your budget dry and what performance marketing actually looks like. You'll learn why new patients and production are the only metrics that matter, how to tie your marketing directly to hiring decisions and practice growth, how to vet a marketing agency so you never get burned again, and why month six is when real growth finally takes off.

California dental offices face unique workplace hazards that make specialized workers' compensation coverage essential. DentalWorkersComp.com connects practice owners with licensed agents for free consultations. Trio Insurance & Financial Services City: Oakland Address: 7901 Oakport St. Website: https://dentalworkerscomp.com

In this Q&A "Happy Hour" episode of the Business of Hearing Podcast, Oli answers five questions submitted by private practice hearing care leaders. What is the best upgrade strategy in 2026? What will hearing care look like in 2030? If you had $1000 to invest in a new practice, what would your marketing focus be? What was my biggest lesson in 2025? Why don't you like advertising? Learn more at orange-gray.com

AI For Practice Owners Webinar – Get Ahead in 2026 Before It's Too Late Join Mike Green (founder of Doctor Demographics, with over 40 years helping practice owners with location strategy, marketing, and growth analytics) in this live webinar recording as he reveals why AI is already reshaping non-clinical aspects of private practices — and why getting started now gives you a huge competitive edge. Most practice owners are still asking: "How will AI actually hit my practice?" or assuming it's years away or only for big corporate groups. Mike flips that script: AI will dramatically impact marketing, patient retention, customer service, social media, websites, admin tasks, and more — within the next 5 years (likely much sooner). Drawing parallels to the social media boom of the mid-2000s, he warns: "Second place is always the first loser." Early adopters win big with more time, higher revenue, and practices that practically run themselves — all without massive budgets. Mike is joined by two powerhouse guests: Eric Sorenson (international speaker, ex-practice owner, AI & marketing expert): Shares how AI acts as the "great equalizer" to escape the time-for-money trap, double your business, and build freedom. He highlights rapid advancements (business landscape changing dramatically in just 1–2 years), agentic AI, voice tools, NotebookLM for learning, HIPAA-compliant AI agents, and his RCCF prompting method. Grab his free prompt guide at prompts.platinpartnergroup.com. Kevin St. Clergy (author of Beyond Blind Blaming, practice coach & speaker): Dives into practical "vibe coding" wins — building custom tools via voice (e.g., a $100 assessment saving $10K/year), Manis AI for apps/websites, Claude.ai for copy/SOPs, Canva + AI for social graphics, and branding strategies that turn your website into fresh logos, posts, and plans. This session is packed with motivation, real examples, and actionable insights for dentists, physicians, and healthcare entrepreneurs ready to leverage AI for profitability, time freedom, and growth — while regulations slow clinical AI adoption.

Do you Know How Clients Find Your Private Practice Before They Book a Discovery Call? Most people don't realize that you have access to data that can help you focus your marketing to bring in more clients. You just need to know where to look! Most private practice owners think they know where their clients come from. Someone emails you, books directly in your calendar, or calls your phone, so it's easy to assume that must be how they discovered your practice. But when you take a closer look at your last few discovery calls, you often see a different story. How someone reaches out to you in the first place is usually just the final step in a longer path that started somewhere else.When you trace that path, you begin to see which parts of your marketing are actually helping people find your practice before they reach out. Or sometimes you see how it's hurting things too. Instead of guessing where to focus your marketing, you can start strengthening the places that are already bringing in discovery calls.Listen in to learn:Why the way someone contacts you is not the same as how they found you, and how to use this to improve your marketing.The simple exercise that shows which marketing channels are actually bringing in discovery calls.How your website, directories, and Google profile influence people booking discovery callsIf you're a dietitian, therapist, or service provider growing a private practice and want clearer marketing that leads to discovery calls, this episode will help you see your marketing from a new perspective.Be sure to get the resources mentioned here: http://marketingyourprivatepractice.com/174 Click here to send Kathy a text message about this Episode

In this episode, we dive into the critical concept of schedule health and how it drives strategic growth, especially when adding associates. We explore how data-driven insights help us make confident, informed decisions that support sustainable scaling for our practices.   Hosted By Adam Cmejla, CFP and Chad Fleming, OD, FAAO Have a question? Submit it here Subscribe on Apple Podcasts: https://shorturl.at/Fq1Ro  Subscribe on Spotify: https://shorturl.at/jCtsk    The Optometry Success Podcast, hosted by Adam Cmejla, CFP and Chad Fleming, OD, FAAO helps private-practice optometrists build profitable, sustainable businesses with clarity and confidence. Hosted by Adam Cmejla, CFP—a financial planner and CFO to ODs nationwide—and Dr. Chad Fleming, OD—a multi-location practice owner with decades of hands-on experience—each 20-minute episode delivers practical strategies and actionable insights you can apply right away. From leadership and financials to team culture, operations, and growth, this is your weekly dose of real-world advice for real-world practice owners. New episodes every Wednesday.   Please be sure to subscribe to The Optometry Success Podcast on Apple Podcasts and Spotify now to check out the next two episodes right now!   The Optometry Success Podcast  Subscribe on Apple Podcasts: https://bit.ly/4tttng6 Subscribe on Spotify: https://bit.ly/4tuf0YM        Resources: Book a Triage call with Adam Download the Practice Owner's Financial Toolkit 20/20 Money Ultimate Financial Success Masterclass OD Mastermind Interest Form   ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!

In this episode, Dr. Steve Vargo sits down with Australian host Michael Nasser for a candid conversation about the real reason so many practices plateau—even when the doctor is working harder than ever: a leadership gap no one trained you for. Steve breaks down the hidden difference between management (running the day-to-day) and leadership (creating direction, clarity, and momentum)—and why most practice problems don't live in the exam room. They unpack what happens when goals are fuzzy, communication is inconsistent, and accountability is avoided… and how that quietly creates staff friction, stalled growth, and burnout. You'll hear practical, immediately usable ideas—like how to build accountability without confrontation, how to identify (or develop) the right office manager, and the five pillars Steve sees behind most team issues: clarity, development, strengths, accountability, and autonomy. If you've ever felt like you're carrying the entire practice on your back… if staffing is draining your energy… or if you know your practice could grow—but your team isn't aligned—this episode will feel like a reset.

Common Tax Credits and Deductions for Practice Owners in 2026Tax season doesn't have to be a mystery, and you might be leaving money on the table without even realizing it. In this episode, Julie Herres sits down with Adam Rook from the GreenOak Accounting tax team to break down the most common tax credits and deductions practice owners may qualify for—both on the business and personal side. Whether you run a solo or group practice, you'll walk away with clarity about the tax savings that could make a real difference for your bottom line.3 Reasons to ListenCut Through the Confusion: Learn the difference between tax credits and deductions—so you'll understand exactly how each one impacts your taxes.Find Money-Saving Opportunities: Discover which credits and deductions are actually available (and common!) for private practice owners in 2026, and learn what to ask your tax preparer.Avoid Costly Mistakes: Get tips on documentation, common pitfalls, and why you should never take your tax advice from TikTok (really!).Resources and LinkGreenOak Accounting: greenoakaccounting.com – Book a free consultation or explore services for practice owners.Money for Therapists Practice Startup - https://www.greenoakaccounting.com/startupGreenOak Accounting - www.GreenOakAccounting.comTherapy For Your Money Podcast - www.TherapyForYourMoney.comProfit First for Therapists - www.ProfitFirstForTherapists.comProfit First Academy - www.ProfitFirstForTherapists.com/Academy Podcast Production, Audio Mixing, and YouTube Video Production by James Marland Get the All About Taxes Course.

Most practice owners feel the pressure to “keep up with AI” — but few have real clarity on what actually works, what's hype, and what could quietly overwhelm their team.In this episode of the Private Practice Owners Club Podcast, host Nathan Shields sits down with Sharif Zeid, longtime EMR leader and representative of Empower EMR, for a grounded, practical conversation about where AI is truly delivering value in private practice — and where expectations need a serious reset.Drawing on years of experience working with hundreds of practices, Sharif breaks down how AI adoption is accelerating faster than any technology wave we've seen before — and why documentation, scheduling, compliance, and phone systems are at the center of that shift. They also unpack the hidden risks of chasing tools without systems, and why “AI as the solution” fails without strong operational foundations.Together, they explore:Why documentation is still AI's biggest and safest win for practicesHow generative AI (scribes, summaries, chart review) is actually being used in real clinicsWhy “perfect” AI is the wrong benchmark — and how partial wins still create massive ROIThe growing AI arms race between providers and insurance companiesWhere AI helps with compliance — and why trust-but-verify still mattersWhy billing automation is over-promised and under-delivered (for now)The real cost of stacking tools — and how to evaluate ROI per providerWhy team overwhelm is the biggest risk of fast AI adoptionThe rise of AI in phone systems, scheduling, and patient self-serviceWhy patient portals and foundational systems must come before automationHow AI should support decision-making, not replace leadershipIf you're a practice owner trying to decide where AI actually belongs in your clinic — and how to adopt it without breaking your team, your culture, or your systems — this episode offers clarity without hype.

Are you prepared for the challenges that come with practice ownership, from hiring the right staff to deciding on tech that will truly make a difference?In today's episode, Dr. Cindy Rask of Bespoke Dental opens up about the real highs and lows that come with stepping into the driver's seat of practice ownership. You'll hear firsthand about the bold decisions she's considering, such as investing in same-day crown technology despite significant upfront costs, and the tough conversations that reshaped her team during challenging financial moments.Cindy doesn't shy away from vulnerability as she recounts the evolution of her practice's team dynamics, her renewed focus on core values like teamwork and integrity, and the marketing missteps that taught her the power of tracking and strategy. From revamping patient communication and collection processes to celebrating year-one milestones with fresh eyes, Cindy shares practical lessons and honest reflections on what it means to build trust; not just with patients, but with your staff and yourself. This episode is packed with actionable insights for anyone seeking to navigate the complexities of practice ownership and foster a resilient, patient-focused team!What You'll Learn in This Episode:How to evaluate and implement same-day crown technology in your practiceThe impact of clear core values on team culture and patient careStrategies for transparent communication around financial challengesLessons learned from marketing missteps and critical pivots that improved visibilityPractical tips for staff hiring, training, and fostering teamworkWhy tracking patient sources is vital for effective marketingApproaches to accurate treatment presentation and improving patient collectionsCelebrating milestones and identifying key areas for growth in your first yearQuestions to consider when making high-stakes equipment purchases for your practiceTune in now to discover Dr. Cindy Rask's essential lessons on overcoming the hurdles of practice ownership and leading with purpose!‍Sponsors:‍CallRail: Call tracking + AI that turns calls into campaigns that convert, quality patients, and cost savings. Click our link to start a free trial today! https://www.callrail.com/dentalmarketerClick here for a special offer!Guest: Dr. Cindy RaskPractice Name: Bespoke DentalCheck out Cindy's Media:‍Website: https://www.bespokedentalga.com/‍Instagram: https://www.instagram.com/bespokedentalga‍Facebook: https://www.facebook.com/bespokedentalga‍Host: Michael AriasJoin my newsletter: https://thedentalmarketer.lpages.co/newsletter/‍Join this podcast's Facebook Group: The Dental Marketer Society‍Love the Podcast? Let Us Know How We're Doing on Apple Podcasts!

Seasonal slowdowns can shake even the most well-run therapy practices—especially group practices navigating payroll, profit, and growth at the same time. This week, I sat down with Stef Iverson and Lucinda Bibbs, business partners and recent graduates of Money Skills for Group Practice Owners, to talk through what it really looks like to manage cash flow during a summer slump while still honoring long-term vision, wellness, and expansion.“I think it's just that the clarity and the reassurance, right? That we're on the right track...knowing the numbers has really helped us make non-emotional decisions. And just having clarity on what's actually on the paper and what are those numbers actually telling us? They're telling us a story and they're holding up a mirror and they're allowing us to make changes and pivots as we, as we need to." - Stefanie IversonStef and Lucinda came into this conversation fresh off their first slower season since implementing Profit First—and instead of panic, they brought curiosity. We talked through how their profit account temporarily buffered operating expenses, what that revealed about their numbers, and how to proactively plan for next summer so slow seasons don't feel scary or reactive.Using Financial Clarity to Stay Grounded During Seasonal Revenue DipsWhat stood out most to me was how empowering it can be to replace “scrambling” with structure. When you know your numbers and intentionally build safety into your business, you give yourself permission to rest, plan, and make thoughtful decisions—even when revenue temporarily dips.(00:03:34) Navigating Profit Slumps & Business Growth Effectively(00:07:12) Savings Buffer Analysis to Prevent Pulling from Profit(00:12:29) Consistent Owner Draws and Keeping Profit Separate(00:16:06) Preparing for Economic Uncertainty and Anticipated Slow Seasons(00:20:58) Balancing Leadership and Growth with Work, Delegation, and Passions(00:26:45) Prioritizing Your Energy and Your Relationships(00:30:54) A Successful Partnership Built on Transparency(00:34:10) Evaluating and Expanding Services Offered(00:38:18) Tree Metaphor for Growth - With a Stable Trunk, Your Branches Can ReachStability First, Then Innovation: Growing Without Undermining the FoundationWe talked through how to experiment with offering new wellness services without neglecting the “main ship” of the group practice—and how to tell the difference between an idea that needs more time versus one that isn't financially aligned right now.Key Takeaways for Therapists Navigating Slow Seasons or Growth Build buffers before you need them. Aim to have 2–3 months of operating expenses in your account so seasonal dips don't trigger panic.Let stability lead. It's okay to temporarily prioritize cash reserves over profit distributions.Test new offerings slowly. Pilot, track results, and adjust before fully committing.Protect the core practice. New ideas are exciting, but the existing business needs consistent care.Communicate clearly with partners. Transparency reduces emotional decision-making and strengthens trust.Slow seasons don't mean you're doing something wrong—they're part of running a real business. With clear numbers, intentional buffers, and honest conversations, you can build a practice that feels both secure and flexible enough to grow in the directions that matter most to you.Ready to Improve your Business Money Skills?Are you a Solo Private Practice Owner? I made this course just for you: Money Skills for Therapists. My signature course has been carefully designed to take therapists from money confusion, shame, and uncertainty – to calm and confidence. In this course I...

Have you noticed the fragility of the human psyche? One harsh word can crumble someone's confidence or inflame it. In the workplace, corrective feedback has become incredibly challenging. Leaders must delicately balance corrective conversations and often find themselves avoiding them all together. Dr. Kuba and Bethany tackle this topic in today's episode. 

In this episode, we explore how practice owners can transform raw data into real revenue. From patient demographics to market trends, learn practical strategies to analyze insights, optimize operations, and boost your bottom line. Packed with real-world examples, data tools, and actionable tips, this guide will help you make smarter decisions that turn information into income. Whether you're starting fresh or scaling up, discover how data can be your practice's secret weapon.

Rising costs don't have to automatically mean less profit. If your supply spend is sitting around 7–8%, this episode will show you how your practice can get group-level pricing and support without selling or partnering with a DSO.Jeff Cellucci of MB2 Dental introduces Carabelli Club as an option for people who want all the benefits of a group without the commitment. That means group-level pricing, vetted vendors, and a simpler way to order everything your practice needs!Topics discussed:How dentistry and the DSO space has changedWhy MB2 Dental's partnership model differs from traditional groupsThe benefits of joining a DPO like MB2 DentalWhat Carabelli Club offers practice ownersHow you can reach 5% supply spend or less“Same-store” growth and why it mattersSign up for Carabelli Club today with code HEROES26 to get 4 FREE MONTHS with your membership! https://www.carabelliclub.com/This episode was produced by Podcast Boutique https://www.podcastboutique.com SET UP A CONSULTATION WITH GARY @ LEGALLY MINE CLICK HERE  Get Free DPH Trainings,  Download the App and Join our Community!  CLICK HERETake Control of Your Practice and Your Life We help dentists take more time off while making more money through systematization, team empowerment, and creating leadership teams. Ready to build a practice that works for you? Visit www.DentalPracticeHeroes.com to learn more.

In this candid SNACK episode, Miranda turns the microphone around and interviews Tracy about her recent speaking tour across California. Tracy spoke at multiple events with the Santa Clara County Medical Association and Fresno Madera Medical Society, teaching burnout prevention at the CME level—and what she learned surprised even her.  You'll hear about the practice owners who started their own practices after burning out in large integrated systems, the generational divide that's causing friction in healthcare workplaces, and a surprising discovery: residents in California can unionize, but attending physicians cannot.  Tracy also shares her perspective on why burnout prevention programs often miss the mark by putting the onus on individual physicians when burnout is, by definition, a workplace problem. Plus, she poses a provocative question she asked a room full of employed physicians: What would happen if 50% of you walked out?  This episode offers fresh insights on systemic healthcare challenges, the commodification of healthcare, and what Tracy is learning as she builds the Thriving Practice Community.  Is your practice growth-ready? See Where Your Practice Stands: Take our Practice Growth Readiness Assessment  Read the full show notes, memorable quotes, and key takeaways.  Connect With Us:  Be a Guest on the Show  Thriving Practice Community  Schedule Strategy Session with Tracy  Tracy's LinkedIn  Business LinkedIn Page 

Join Terri Schmitt and Dr. Lynn Rapsilber in this great episode in the Entrepreneur miniseries as they explore the power of NP entrepreneurship and unveil the NNPEN national directory—a groundbreaking tool connecting NP-owned practices, students, and patients. Learn how this initiative is transforming healthcare one practice at a time. Tune in every other week for a new episode of the Friends of NPACE Podcast on your favorite platform!

Most practice owners treat finances like a fire drill: frantic at year-end, reactive at tax time, and surprised when cash flow hiccups wreck payroll. What if money management wasn't a crisis to survive, but a repeatable system you lead on purpose? In this episode of the Private Practice Owners Club, host Nathan Shields sits down with financial strategist Eric Miller (Econologics) and bookkeeping & vCFO expert Sean Healy (AccountedFor). Together they deliver an operational playbook for wrapping up 2025, protecting cash flow in Q1, and building the disciplined systems that let owners actually plan for retirement — not just keep the lights on. They dig into:Why proactive tax planning beats last-minute spending sprees (and how to actually execute it with your CPA)The three financial skills every owner needs: acquire it, control it, invest it — and how to institutionalize them in your practicePractical year-end moves that protect cash flow (retirement catch-ups, HSA contributions, beneficiary checks, and smarter equipment buys)How to build a financial team that works together — CPA, bookkeeper, and advisor aligned to your goals (and when it's time to fire an advisor who isn't)Forecasting and proforma basics: reverse-engineer the profit you need to reach your personal goals, then map the operational steps to get thereCash-first tactics for Q1 (expect a tight January — plan the line of credit, manage payroll cadence, and pre-talk client deductibles)Money discipline that scales: automated savings buckets, routine scorecards, and the operational cadence that produces real wealth If you've ever been blindsided by tax bills, drifted through another year without a cash plan, or felt like your practice owns you — this episode gives you the financial clarity and tactical next steps to run your business like an asset, not an anxiety.

There's a brutal truth that separates average even good practice owners from the unstoppable ones. It's not luck, intelligence, or how long you've been in business. It's your habits. In this episode, Tristan exposes the daily disciplines the top 5% of practice owners live by and the habits that keep everyone else busy, overwhelmed, and stuck. You'll discover: Why your current habits are perfectly designed to give you your current results The power of ruthless time discipline (and why "diary is the boss") How top performers obsess over data, not drama, to scale with precision Why relentless learning, coaching, and peer groups are non-negotiable for real growth Success doesn't come from doing more. It comes from doing the right things consistently and removing the habits that sabotage you. P.S. If you want to learn more about how to scale your healthcare practice, chat with one of our expert coaches at https://practiceacceleration.com/application and see how we can help you! Thanks so much for joining us this week. We hope you love it! Have some feedback you'd like to share? Leave us a review on iTunes!

As we close out 2025, this first Best Of She Slays episode brings together some of the most powerful conversations of the year around personal growth and personal branding. Because growth isn't just about adding new strategies—it's about evolving who you are as a leader. This episode explores the internal work that shapes external success, from mindset and identity to visibility, resilience, and self-belief. If you've felt yourself outgrowing old goals, old roles, or old versions of success, this episode is designed to meet you right where you are.You'll hear curated segments on redefining financial success without tying it to self-worth, training resilience through Stoic principles, protecting your brand legally as your visibility grows, overcoming fear around showing up online, and expanding your identity beyond what feels safe or familiar. Together, these conversations reinforce one core idea: your brand isn't just what you post—it's how you think, how you lead, and how willing you are to become the person your next chapter requires.Want to listen to the full version of one of the featured episodes? Find them all below:Episode 294 — Manifesting Seven Figure Success: Scalable Strategies for Chiropractors in 2025Listen on Spotify | Apple | YouTubeEpisode 299 — The Stoic Mindset: Timeless Strategies for Entrepreneurs and Leaders (feat. Kirby)Listen on Spotify | Apple | YouTubeEpisode 311 — Protect Your Brand: Trademark and Copyright Must-Knows for Practice Owners (feat. Chandler J. Esq.)Listen on Spotify | Apple | YouTubeEpisode 312 — From Invisible to Influential: Personal Branding for Business Owners (feat. Amy Landino)Listen on Spotify | Apple | YouTubeEpisode 318 — Branding Begins with Belief: Helping Providers Become More (feat. Dr. Jessica Emery)Listen on Spotify | Apple | YouTubeResources:Join the waitlist for

Is it possible to grow a thriving therapy practice while taking insurance? If you've ever wondered whether insurance billing is worth the headache, or how to do it right, this episode is for you. Today's guest, Jeremy Zug, co-founder of Practice Solutions, breaks down what private practice owners need to know about billing in order to be successful.  With over a decade in the healthcare industry and a team that manages billing for thousands of providers, Jeremy brings clarity and strategy to a topic that overwhelms a lot of therapists.  Whether you're solo and private pay or growing a group practice, you'll walk away with fresh insights, helpful mindset shifts, and even a few small changes that could dramatically improve your revenue. This episode answers... 1. Do I need to take insurance to grow my therapy practice? Not necessarily — but if you do, it needs to be intentional. Jeremy shares that some of the most successful practices limit themselves to one commercial payer and one government payer (like Medicaid or Medicare). This approach reduces administrative overwhelm and allows you to stay aligned with your clinical mission.  Trying to accept every insurance plan in your area can actually slow your growth, especially as your practice scales. Instead, focus on which payers make the most sense based on your long-term goals, who you serve, and what the reimbursement rates look like in your region.  Insurance can absolutely support practice growth, especially when it's chosen strategically. 2. When should I outsource my billing — and when should I bring it back in-house? Outsourcing makes the most sense when your caseload is full. That's usually around 25 to 30 active clients. At that point, billing becomes a time-consuming task that pulls you away from clinical work or team leadership. Jeremy recommends outsourcing to save time and reduce stress, which ultimately helps you grow faster.  But once your practice reaches about $2.5 to $3 million in revenue, it may be time to bring billing back in-house with a full-time hire. At that stage, having someone on your team who's dedicated to billing can help you scale more efficiently.  It's not a one-time decision. It's about matching your billing approach to your practice's size and complexity. 3. How can I improve my billing process and increase revenue? Even small tweaks to your billing workflow can make a big difference. Jeremy explains how simply reordering certain steps, like reviewing payment posting before resubmitting claims, can dramatically reduce denials and speed up revenue.  Many practices waste time by resubmitting the same flawed claims without resolving the underlying issue. He also stresses the importance of reviewing your insurance aging report regularly, which shows you what claims are still unpaid and where you might be losing money. Billing isn't just about submitting claims; it's about building a system that supports healthy cash flow.  The more visibility and control you have over your billing process, the more financially stable your practice becomes.  In This Episode, You'll Also Learn: Why less is more when it comes to insurance plans How your geography and demographics should shape your billing strategy The six key steps of billing, and which one to do before submitting claims When to outsource billing (and when to take it back in-house) How to use insurance aging reports to track lost revenue Why clean billing processes can boost staff retention The right way to negotiate insurance rates using data Real examples of practices recovering thousands of dollars   Links mentioned in this episode: Practice Solutions Website Insurance Rate Increase Request   Watch The Video:   This Episode Is Brought To You By:   RevKey specializes in Google Ads management for therapists, expertly connecting you with your ideal clients. They focus on getting quality referrals that keep your team busy and your practice growing.   Visit RevKey.com/podcasts for a free Google Ads consultation       Alma is on a mission to simplify access to high-quality, affordable mental health care by giving providers the tools they need to build thriving in-network private practices. When providers join Alma, they gain access to insurance support, teletherapy software, client referrals, automated billing and scheduling tools, and a vibrant community of clinicians who come together for education, training, and events.   Learn more about building a thriving private practice with Alma at helloalma.com/elevation. About Jeremy Zug   Jeremy Zug has over a decade of experience in the healthcare industry. Jeremy is known for his expertise in insurance billing, and frequently writes and speaks on topics that support mental health professionals in achieving financial health and operational excellence. He co-founded Practice Solutions with his wife Kathryn in 2017, relying on their combined knowledge from private practices they had worked at while in college.    Practice Solutions is an expanded medical billing company offering billing services, professional services, and educational resources to thousands of mental and behavioral healthcare providers for optimal revenue cycle management.   About Daniel Fava Daniel Fava is the owner and founder of  Private Practice Elevation, a website design and SEO agency focused on helping private practice owners create websites that increase their online visibility and attract more clients. Private Practice Elevation offers web design services, SEO (search engine optimization), and WordPress support to help private practice owners grow their businesses through online marketing.    Daniel lives in Atlanta, GA with his wife Liz, and two energetic boys. When he's not working he enjoys hiking by the river, watching hockey, and enjoying a dram of bourbon.  

If you've ever ended a workday wondering, "Where did all my time go?"—this episode is going to change the way you run your business. In today's conversation, I sit down with executive coach Samantha Perinello, a powerhouse in helping business owners reclaim their time, streamline their operations, and finally build the kind of practice that doesn't rely on them for every little task. Samantha has a remarkable track record—her clients regularly get back 10 to 14 hours every single week—and she's here to break down exactly how that happens. We dive into the real reasons so many private practice owners feel overwhelmed, why multitasking is quietly sabotaging your productivity, and how simple habits like time audits, brain dumps, and strategic delegation can completely shift the way you work. If you've been craving more freedom, more focus, and more room to actually grow your business (instead of just keeping it afloat), this is an episode you don't want to miss. Samantha's insights are practical, energizing, and genuinely transformative. Tune in and learn how to take back control of your time—and your practice. Resources Mentioned In This Episode  Read the show notes here Use the promo code "GORDON" to get 2 months of Therapy Notes free Consulting with Gordon The PsychCraft Network Profit First for Therapists Workbook Meet Samantha Parrinello Samantha Parrinello is recognized as a leading executive coach, specializing in helping top-performing executives and entrepreneurs reclaim their most valuable resource—time. With a proven track record of transforming leaders from overwhelmed to optimized, Samantha blends decades of senior leadership experience with cutting-edge performance frameworks. Her clients regularly regain 10–20 hours a week while scaling their businesses faster and living with more freedom. Known as the master of time management and optimization, Samantha has become the go-to coach for leaders who want to multiply their impact without sacrificing their lives outside of work. LinkedIn Website Wealth Unfiltered 5 Essential Strategies for Entrepreneurs to Achieve 10-Figure Success

This time of year can be incredibly hard for dentists and practice owners because there are so many decisions to make when it comes to showing appreciation for team members. Should I do cash, a gift card, or a bonus through payroll? How much should I pay my team members? Should I do an equal amount or vary the amounts based on longevity? If we do a Holiday party, should I pay the team for the hours? All of the questions and more are covered by Dr. Kuba and Bethany in this episode. The end of the year is an important time to show appreciation, but there is much to consider and weigh out. So, listen in! Previous Episodes Worth Revisiting:Creative Team Building IdeasThe Basics of Team Building 

ODs tend to be a pretty risk-averse group, which means failure and risk can be avoided or almost taboo topics. But risk is required for any type of return in life. So how should practice/business owners think about risk? If you're embarking on a new growth goals for your practice—like adding an associate doctor—how do you prepare for that investment into the practice and how long do you continue down that path if it's not working? How do you pivot and what are the financial decisions you can make to hedge the risk as best as possible?   Resources: Book a Triage call with Adam Download the Practice Owner's Financial Toolkit 20/20 Money Ultimate Financial Success Masterclass OD Mastermind Interest Form Books & Benchmarks     ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!