Episode 223 | The 5 A’s of Accountability: Audit

The Group Practice Exchange

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Vor sechs Jahren hinzugefügt

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<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/mind-the-business-small-business-success-stories">Mind The Business: Small Business Success Stories</a></span>

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Mind The Business: Small Business Success Stories

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vor 13 Tagenvor 13d ago

Abbestellen

Monatlich

Owning a small business can be one of the most rewarding and challenging things a person does. Amid an uncertain economy and ever-evolving consumer trends, there is a lot to figure out and navigate to ensure your business thrives. Join hosts Jannese Torres (Yo Quiero Dinero) and Austin Hankwitz (Rate of Return) as they connect with small business owners and hear their stories about managing the ups and downs of starting and growing a small business. Listen to "Mind the Business: Small Business Success Stories" and learn valuable lessons from their experiences that will guide you along the way through your own small business journey.

vor 2 Jahren 9:10

MP3•Episode-Home

Ever wondered how to transform vague promises into measurable success in your group practice?

For the fifth episode of the six-week Accountability Equation™ podcast series, I dive deeper into the fourth A of the five A's of Accountability: “Audit”. Join me as I share why using key performance indicators (KPIs) are necessary to track progress and measure success. I talk about how to identify the core responsibilities, objectives, and critical success factors for each leadership role in order to determine the appropriate KPIs to track. I also share examples of common KPIs for different roles in your practice. Some of the things I cover in this episode are:

Explaining the importance of accountability in a group practice
Understanding the need for metrics and key performance indicators (KPIs) to track progress and measure success
How to use data and evidence to support claims of success or failure
Sharing how to identify core responsibilities, objectives, and critical success factors for each leadership role
Exploring ways to determine appropriate KPIs to track for different roles (administrative, clinical, hiring and onboarding, HR)
Diving into the importance of accurate auditing to ensure leadership team meets accountabilities

Accountability thrives when it's supported by a web of metrics, offering transparency, motivation, and insight. Audits act as a reality check for your business, bridging the gap between intentions and outcomes.

Thanks for listening! Like what you heard? Give us 5 stars on whatever platform you’re listening from. Need extra support? Join The Exchange, a membership community just for group practice owners on our website www.thegrouppracticeexchange.com/exchange. Talk to you next time!

Resources mentioned in this episode:

The Accountability Equation™ Quiz

The Accountability Equation™ Program & In-Person 2-Day Accelerator

Connect with Maureen Werrbach & The Group Practice Exchange:

Website

Facebook

Instagram

This episode is sponsored by TherapyNotes. TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner.

Do you ever wish for a financial therapist who could relieve you from the last few months of bookkeeping, talk you off the edge when you're running into issues with Quickbooks, or help you work through a profit plan for growth? GreenOak Accounting does just that! GreenOak Accounting is an accounting firm that specializes in working with group practices. Their value goes WAY beyond bookkeeping; they can help you get on track for financial success. Schedule a free consultation by going to http://greenoakaccounting.com/tgpe

265 Episoden

#Business #Grouppractice #Privatepractice #Maureen Werrbach #Group Practice Exchange

Episode 223 | The 5 A’s of Accountability: Audit

The Group Practice Exchange

0-10 subscribers

published vor 2 Jahren

MP3•Episode-Home

Ever wondered how to transform vague promises into measurable success in your group practice?

Explaining the importance of accountability in a group practice
Understanding the need for metrics and key performance indicators (KPIs) to track progress and measure success
How to use data and evidence to support claims of success or failure
Sharing how to identify core responsibilities, objectives, and critical success factors for each leadership role
Exploring ways to determine appropriate KPIs to track for different roles (administrative, clinical, hiring and onboarding, HR)
Diving into the importance of accurate auditing to ensure leadership team meets accountabilities

Resources mentioned in this episode:

The Accountability Equation™ Quiz

The Accountability Equation™ Program & In-Person 2-Day Accelerator

Connect with Maureen Werrbach & The Group Practice Exchange:

Website

Facebook

Instagram

265 Episoden

#Business #Grouppractice #Privatepractice #Maureen Werrbach #Group Practice Exchange

Alle Folgen

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Episode 264 | Stop Doing It All! How to Grow a Therapy Practice by Building a Leadership Team 13:29

vor 7 Tagen13:29

13:29

Feeling overwhelmed trying to run your therapy business all on your own? You’re not alone! Many group practice owners hit a point where managing everything—from clinical work to admin tasks—becomes unsustainable. That’s where building a leadership team comes in. If you want to know how to grow a therapy practice without burning out, this episode is for you! I’m diving into why building a leadership team is a game-changer for group practice owners. I’ll walk you through the practical steps to create an effective leadership structure, common challenges you might face (like letting go of control!), and how to empower your team to take ownership—so you can focus on growing a sustainable therapy business instead of being stuck in the day-to-day grind. Here’s what I cover: Why building a leadership team is essential if you want to scale your therapy business without working 24/7. How to delegate effectively without micromanaging—and what mistakes to avoid when learning how to grow a therapy practice. The biggest mindset shifts you need to make to step into a true leadership role in your therapy business. Practical strategies for turning clinicians into leaders (without overwhelming them) and successfully building a leadership team. How successful group practice owners use leadership structures to grow their therapy businesses sustainably. If you’ve been struggling to step back and let your team step up, this episode will give you the strategies and confidence to finally make it happen! Tune in now and learn how to grow a therapy practice by building a leadership team! LINKS: Need extra support? Join The Exchange , a membership community just for group practice owners. The Group Practice Exchange Programs + Courses The Accountability Equation™ Quiz The Accountability Equation Book Group Practice Forecasting Support GPT CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE: Website Facebook Instagram LinkedIn SPONSORS: TherapyNotes : An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to therapynotes.com/r/thegrouppracticeexchange for two free months! GreenOak Accounting : An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month!…

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Episode 263 | Building Client Trust Boosts Retention: How to Build Rapport with Clients and Keep Them Coming Back with Josh Satterlee 25:05

vor 21 Tagen25:05

25:05

Are you struggling with client retention in your group practice? Here’s the truth—if you’re not prioritizing building client trust, your retention rates will suffer. In this episode, I sit down with Dr. Josh Satterlee, a chiropractor and founder of Trust Driven Care, to break down why building client trust in therapy practices is the key to long-term client relationships—and ultimately, a thriving business. We explore practical client retention techniques that help clients feel heard, valued, and engaged in their care. Dr. Josh shares his framework for building client trust, designed to improve communication and build rapport with clients in a way that boosts retention. In this episode, we cover: Why building client trust is the foundation of strong retention—and how many practices unknowingly break it How to build rapport with clients using the PATCH framework (and why traditional empathy models fall short) The biggest mistakes therapists make when it comes to trust in therapy—and how to fix them Effective client retention techniques that go beyond session reminders to create deep, lasting relationships How small changes—like communication adjustments and technology integrations—can massively impact your bottom line Building client trust isn’t just a “feel-good” concept—it’s the backbone of a profitable, sustainable practice. If you’re ready to build rapport with clients, keep them engaged, and improve client retention techniques, this episode is for you. Hit play now to learn how to learn client retention techniques that work! LINKS: Need extra support? Join The Exchange , a membership community just for group practice owners. The Group Practice Exchange Programs + Courses The Accountability Equation™ Quiz The Accountability Equation Book Group Practice Forecasting Support GPT CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE: Website Facebook Instagram LinkedIn CONNECT WITH JOSHUA SATTERLEE: Website Instagram Facebook SPONSORS: TherapyNotes : An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to therapynotes.com/r/thegrouppracticeexchange for two free months! GreenOak Accounting : An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month!…

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Episode 262 | Are You Tracking the Right Metrics? How to Track KPIs for Scaling Therapy Group Practice 11:54

vor 5 weeks11:54

11:54

Are you tracking the right KPIs, or are you just looking at numbers that don’t actually drive growth? If you’re a therapy group practice owner, knowing how to track KPIs effectively can mean the difference between a scaling therapy group practice, or feeling stuck in the day-to-day grind. In this episode of The Group Practice Exchange Podcast, I dive into how to track KPIs that matter, avoid common tracking mistakes, and implement strategies to make data-driven decisions that lead to real growth. Too many therapy practice owners either track the wrong numbers, don’t track anything at all, or set vague goals that don’t move the business forward. That’s why great therapy practice management has to start with clear, actionable KPIs that support your practice’s long-term success. In this episode, I break down: How to track KPIs that actually improve decision-making and profitability. The biggest mistakes therapy group practice owners make when setting goals. How a simple system audit can uncover hidden inefficiencies in your practice. The SMART framework for setting KPIs that drive real business growth. Why a scaling therapy group practice starts with learning how to track KPIs that matter—not just session counts. Tracking KPIs isn’t just about numbers—it’s about how to improve conversion rates, make smarter business decisions, and set up your therapy group practice for long-term success. If you’re ready to get out of the guesswork and start running your therapy group practice like a data-driven business, this episode is for you! LINKS: Need extra support? Join The Exchange , a membership community just for group practice owners. The Accountability Equation Book The Group Practice Exchange Programs + Courses The Accountability Equation™ Quiz Group Practice Forecasting Support GPT CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE: Website Facebook Instagram LinkedIn SPONSORS: TherapyNotes : An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to therapynotes.com/r/thegrouppracticeexchange for two free months! GreenOak Accounting : An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month!…

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Episode 261 | Wondering How to Get More Therapy Clients? How Mid-Size Practices Can Optimize Their Client Intake Process with Uriah Guilford 26:19

vor 7 weeks26:19

26:19

Is your client intake process holding you back from getting more therapy clients? In this episode of The Group Practice Exchange Podcast, I’m diving into the all-important topic of how to get more therapy clients with my guest, Uriah Guilford from The Productive Therapist. We’re zeroing in on what’s often the biggest roadblock for practices: an inefficient client intake process. If therapy clients are struggling to book appointments or connect with your practice, this episode is for you. Uriah and I share strategies to simplify your client intake process, making it easier for clients to get started and for your team to deliver a seamless experience. We also discuss how optimizing your client intake process is not only how to get more therapy clients, but can lead to a more efficient admin team, happier therapists, and ultimately, a thriving practice. Here’s what you’ll learn in this episode: Why people drop off during the client intake process—and how to get more therapy clients by fixing this common issue. The dangers of overwhelming potential therapy clients with too many contact options and how to simplify for better results. How tracking metrics can transform your client intake process and help you make smarter decisions for your practice. How to leverage AI and other tools to streamline the client intake process and create a stress-free experience for therapy clients. Real-world lessons from Uriah’s “secret shopping” of other practices—discover what works (and what doesn’t) to improve your client intake process. Your client intake process is the foundation of how therapy clients first experience your practice. If it’s overly complicated or inefficient, you risk losing clients before they ever get through the door. Uriah shares practical advice on how to get more therapy clients by ensuring your client intake process is streamlined, user-friendly, and designed to convert inquiries into scheduled appointments. LINKS: Need extra support? Join The Exchange , a membership community just for group practice owners. The Group Practice Exchange Programs + Courses The Accountability Equation™ Quiz The Accountability Equation Book Group Practice Forecasting Support GPT CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE: Website Facebook Instagram LinkedIn CONNECT WITH URIAH GUILFORD: Website Facebook Instagram Intake Accelerator - use the code TGPE25 to get 25% off! SPONSORS: TherapyNotes : An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to therapynotes.com/r/thegrouppracticeexchange for two free months! GreenOak Accounting : An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month!…

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Episode 260 | Therapist Court Prep: What to Say (And Not Say) When Testifying in Court with Tracy Masiello 24:59

vor 9 weeks24:59

24:59

Ever had a therapist on your team get subpoenaed and panic? As group practice owners, it’s not just about managing our own responsibilities—it’s also about supporting our therapists when they face daunting tasks like preparing to testify in court. In this episode, I sit down with Dr. Tracy Masiello to discuss how to help your team navigate the courtroom with confidence. From therapist court prep to understanding what can a therapist say in court, Dr. Masiello shares strategies to ensure you and your team feel prepared and informed. Whether it’s preparing for a therapist testifying in child custody cases or helping therapists handle other legal scenarios, this episode provides a roadmap for practice owners who want to be proactive and supportive. Here’s what we cover: The ultimate therapist court prep guide for group practice owners—how to help your team review case files and clinical notes effectively. Common pitfalls therapists face when preparing to testify in court and how you, as the owner, can help them avoid over-explaining or veering into personal opinions. Building confidence in your therapists: Tips for coaching them to stay composed under pressure while testifying in court as a witness. What every group practice owner needs to know about what can a therapist say in court to stay within ethical and professional boundaries. Proactive steps you can take to help your therapist preparing to testify in court, from training to understanding the differences between direct and cross-examinations. Supporting your therapist court prep doesn’t have to feel overwhelming. With Dr. Masiello’s expert advice, you’ll have the tools to help your team approach court testimony with clarity and confidence. LINKS: Need extra support? Join The Exchange , a membership community just for group practice owners. The Group Practice Exchange Programs + Courses The Accountability Equation™ Quiz The Accountability Equation Book Group Practice Forecasting Support GPT Episode 232 | Navigating Subpoenas and Testimony in Mental Health Care with Tracy Masiello CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE: Website Facebook Instagram LinkedIn CONNECT WITH DR. TRACY MASIELLO: Website Instagram Resolution Academy Facebook Reaching Resolution Facebook SPONSORS: TherapyNotes : An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to therapynotes.com/r/thegrouppracticeexchange for two free months! GreenOak Accounting : An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month!…

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Episode 259 | Adapt and Succeed with Patrick Casale and Gabrielle Juliano-Villani 20:38

vor 11 weeks20:38

20:38

Have you ever thought, “No one seems to want to work anymore”? If you’re struggling with hiring and retaining staff in your group practice, growing it might feel like an uphill battle. You’re definitely not alone! In this episode, I sit down with Patrick Casale and Gabrielle Juliano-Villani to tackle one of the biggest challenges facing group practice owners today: building a team that aligns with your mission and thrives alongside your practice. And the best part? We’re giving you a sneak peek into our Adapt and Succeed event , where we’ll go even deeper into these topics to help you turn challenges into opportunities. Here’s what we chat about: Why values-based recruiting is the secret to finding the right candidates. How to craft job descriptions that are clear, engaging, and set the tone for success. The role of leadership structures in boosting employee retention. Real-world struggles (and solutions!) for finding qualified candidates in today’s market. How aligning job roles with your practice’s core values leads to long-term success. This episode is packed with actionable tips to help you adapt and succeed in a constantly evolving industry. Don’t miss out—and don’t forget to join us for our Adapt and Succeed event , where we’ll share even more strategies to help you build a thriving group practice. LINKS: Adapt and Succeed event - January 21st-23rd, 2025 Need extra support? Join The Exchange , a membership community just for group practice owners. The Group Practice Exchange Programs + Courses The Accountability Equation™ Quiz The Accountability Equation Book Group Practice Forecasting Support GPT CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE: Website Facebook Instagram LinkedIn CONNECT WITH PATRICK CASALE: Website All Things Private Practice Podcast Instagram YouTube LinkedIn CONNECT WITH GABRIELLE JULIANO-VILLANI: Website Instagram LinkedIn SPONSORS: TherapyNotes : An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to therapynotes.com/r/thegrouppracticeexchange for two free months! GreenOak Accounting : An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month!…

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Episode 258 | Managing Gen Z Employees with Level Up Leaders 26:20

vor 13 weeks26:20

26:20

In this episode, we dive into a topic that’s becoming more relevant than ever: managing Gen Z employees in your group practice. As a Millennial or Gen X group practice owner, you’ve probably noticed that the values, expectations, and communication styles of Gen Z employees can feel vastly different from your own. To help us better understand and navigate these differences, I’m joined by Julianne Guinasso and Poonam Natha from Level Up Leaders. We explore how generational perspectives influence workplace culture, leadership strategies, and therapist retention—and how embracing these differences can create a thriving, inclusive practice. In this episode, we cover: What Gen Z values vs. what leaders expect—and how to bridge that gap. How to co-create a workplace culture that aligns with your team’s values. Balancing transparency and authenticity while maintaining healthy boundaries. Lessons leaders can learn from Gen Z to enhance their leadership skills. Why flexibility and wellness initiatives are the secret to retaining Gen Z employees. Understanding and embracing generational differences isn’t just about making your practice run more smoothly—it’s about creating a space where every team member feels valued and supported. If you’re ready to take your leadership to the next level and learn more about managing Gen Z employees in your group practice, this episode is a must-listen! LINKS: Need extra support? Join The Exchange , a membership community just for group practice owners. The Group Practice Exchange Programs + Courses The Accountability Equation™ Quiz The Accountability Equation Book CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE: Website Facebook Instagram LinkedIn CONNECT WITH LEVEL UP LEADERS: Website Instagram SPONSORS: TherapyNotes : An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to therapynotes.com/r/thegrouppracticeexchange for two free months! GreenOak Accounting : An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month!…

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Episode 257 | Building Your Practice Around the Role You Want to Play with Jessica Lackey 19:18

vor 15 weeks19:18

19:18

As group practice owners, many of us have experienced the overwhelm that comes with building your practice. You start wearing more hats than you ever thought possible, and before you know it, you’re wondering, “What’s my role now?” If you’ve ever felt unsure of where you fit in your own practice, this episode is for you. I sit down with strategy and operations advisor Jessica Lackey to talk about how to be intentional in defining your role as a practice owner. Here’s what we cover: Understanding the different practice ownership archetypes, and how to choose the one aligns with your values and long-term goals. How to maintain a clear vision while your practice expands. Strategies for avoiding burnout and staying connected to what really matters. Why you shouldn’t let current staffing limitations hold you back from planning for the future. The mindset shift from practitioner to business leader. The importance of building a team and infrastructure that can support your vision. How staying flexible can help you grow a sustainable practice that aligns with both your personal and professional aspirations. By being intentional about your role and aligning your business goals with your personal values, you can build a practice that not only thrives but also brings fulfillment and balance to your life. LINKS: Need extra support? Join The Exchange , a membership community just for group practice owners. The Group Practice Exchange Programs + Courses The Accountability Equation™ Quiz The Accountability Equation Book CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE: Website Facebook Instagram LinkedIn CONNECT WITH JESSICA LACKEY: Website Instagram LinkedIn X (Twitter) SPONSORS: TherapyNotes : An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to therapynotes.com/r/thegrouppracticeexchange for two free months! GreenOak Accounting : An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month!…

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Episode 256 | Leveraging Public Speaking to Grow Your Group Practice with Carol Cox 19:12

vor 17 weeks19:12

19:12

Have you ever wondered how public speaking could help grow your group practice? In this episode, I sit down with Carol Cox, founder and CEO of Speaking Your Brand®, to explore how group practice owners can leverage public speaking to enhance their visibility, build credibility, and grow their practices. Public speaking isn’t just about sharing information—it’s about creating a connection with your community, and Carol shares her proven strategies to help you do just that. Whether you’re new to public speaking or looking to refine your message, this episode is packed with actionable insights to help you create a signature talk that resonates and drives growth. In our conversation you’ll hear: Why personal stories can forge meaningful connections with your community. How to craft a presentation that aligns with your practice's mission and goals. What makes a presentation memorable and effective in the mental health field. How to prevent information overload and keep your audience engaged. Step-by-step tips for structuring, refining, and practicing your signature talk. Public speaking is a powerful tool for positioning yourself as a leader in the mental health space. It allows you to share your unique perspective, connect with potential clients and referral sources, and grow your group practice in meaningful ways. Ready to use public speaking to grow your group practice? Tune in to this episode and take the first step toward becoming an impactful speaker! LINKS: Need extra support? Join The Exchange , a membership community just for group practice owners. The Group Practice Exchange Programs + Courses The Accountability Equation™ Quiz The Accountability Equation Book CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE: Website Facebook Instagram LinkedIn CONNECT WITH CAROL COX: Website LinkedIn Speaking Your Brand Podcast SPONSORS: TherapyNotes : An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to therapynotes.com/r/thegrouppracticeexchange for two free months! GreenOak Accounting : An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month!…

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Episode 255 | Continuing Education (CE) Course Creation and Approval with Kimberly Parker 20:24

vor 19 weeks20:24

20:24

Ever thought about turning your expertise into a continuing education course? This episode is packed with insights on how to do just that! I sat down with Kimberly Parker, the CEO of Revive to Thrive Wellness Center in Texas, who has successfully made the leap to becoming an NBCC-approved provider. We dive into her journey, the steps she took, and all the lessons she learned along the way. Whether you're new to the idea of creating CE courses or already exploring it, Kimberly’s experience offers a roadmap. From understanding the application process to mastering the marketing strategies, she breaks down what you need to know to make your courses successful and impactful for fellow mental health professionals. In this episode, we discuss: Kimberly walks us through her experience and the application process, including key steps to get approval as a provider for continuing education credits. Why having well-defined course objectives is essential for an engaging and effective learning experience. Tips on keeping your documentation in order, which not only helps with the approval process but also ensures a smooth course delivery. The importance of knowing the varying continuing education requirements for different mental health licenses and why it matters for your course content. Strategies to effectively promote your continuing education offerings. The common challenges that come with being a CE course creator. If you’re a group practice owner looking to expand your offerings and contribute to professional growth in the field, this episode will give you a solid foundation to get started. Tune in, take notes, and get ready to make an impact with your knowledge and experience! LINKS: Need extra support? Join The Exchange , a membership community just for group practice owners. The Group Practice Exchange Programs + Courses The Accountability Equation™ Quiz The Accountability Equation Book CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE: Website Facebook Instagram LinkedIn CONNECT WITH KIMBERLY PARKER: Website Instagram Facebook LinkedIn Sign up for her emails! SPONSORS: TherapyNotes : An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to therapynotes.com/r/thegrouppracticeexchange for two free months! GreenOak Accounting : An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month!…

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Episode 254 | How Virtual Reality is Shaping the Future of Mental Health Care with Amity Cooper 20:16

vor 21 weeks20:16

20:16

Ever wondered how virtual reality could transform the way you run your group practice? This episode is going to open your eyes to what’s possible in the future of therapy. In this episode, I sit down with Amity Cooper—an entrepreneurial coach and mental health professional—who shares how virtual reality is starting to transform mental health treatment. If you're curious about how tech can enhance your therapy practice and improve client outcomes, this conversation is for you. We cover: The incredible potential of virtual reality to elevate mental health therapy. How virtual reality can enhance client engagement through immersive experiences. Innovative ways to incorporate virtual reality into your treatment plans. Ethical considerations around the use of virtual reality in therapy. Practical steps to start integrating virtual reality into your practice today. Whether you’re tech-savvy or just starting to explore the possibilities, this episode will give you valuable insights into how to future-proof your practice. Tune in to learn how to leverage cutting-edge tools like virtual reality to improve client outcomes and stay ahead in the ever-evolving mental health world. LINKS: Need extra support? Join The Exchange , a membership community just for group practice owners. The Group Practice Exchange Programs + Courses The Accountability Equation™ Quiz The Accountability Equation Book CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE: Website Facebook Instagram LinkedIn CONNECT WITH AMITY COOPER: Website Facebook LinkedIn Do This First Boot Camp SPONSORS: TherapyNotes : An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to therapynotes.com/r/thegrouppracticeexchange for two free months! GreenOak Accounting : An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month!…

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Episode 253 | Breaking the Cycle of Money Anxiety in Group Practice with Linzy Bonham 21:47

vor 23 weeks21:47

21:47

Does just thinking about your practice’s finances send you into a spiral of stress? You’re not alone! If the idea of numbers, budgets, and profit margins makes you want to hide under a blanket, this episode is for you. I sat down with Linzy Bonham, founder of Money Nuts & Bolts and host of the Money Skills For Therapists podcast, to dive into the financial side of running a group practice. And let me tell you—it’s a conversation every practice owner needs to hear. Linzy and I unpacked the anxieties many of us feel around money and broke it down into simple, actionable steps to take back control. Whether you’re just getting started or have been running your practice for years, you’ll find tons of tips that can help shift your money mindset and give you the tools to lead your practice confidently. Here’s what we chatted about: How the way you grew up thinking about money influences how you manage it in your practice—and what you can do to change those deep-rooted habits. The specific challenges (and yes, the perks!) that come with handling finances for a group practice. Why having a financial cushion is crucial for your practice’s stability and growth—and how to start building one, even if it feels impossible right now. How your personal experiences with money, your relationship to it as a practitioner, and how you think about it as a leader all play a role in the financial health of your practice. How to find the balance between taking care of your team and making decisions that keep your business financially strong. This episode is all about helping you rewrite your financial narrative so you can feel confident in leading your practice. If you’re ready to ditch the money anxiety and get a handle on your practice’s finances, hit play now. ➡️ WANT TO BOOST YOUR PROFITS FAST? If you’re struggling with stagnant profits, overpaying staff, or not understanding where your money is going, the upcoming Profit Booster Workshop is here to help. In just three days, you’ll dive deep into your practice’s financials and walk away with clear, actionable steps to cut unnecessary costs, optimize your team’s performance, and start seeing immediate improvements in your bottom line. CLICK HERE to learn more and take control of your profits today! LINKS: Need extra support? Join The Exchange , a membership community just for group practice owners. The Group Practice Exchange Programs + Courses The Accountability Equation™ Quiz The Accountability Equation Book CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE: Website Facebook Instagram LinkedIn CONNECT WITH LINZY BONHAM: Website Instagram Podcast: Money Skills For Therapists SPONSORS: TherapyNotes : An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to therapynotes.com/r/thegrouppracticeexchange for two free months! GreenOak Accounting : An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month!…

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Episode 252 | A Real Example of Implementing Profit First with Mike Michalowicz 38:11

vor 25 weeks38:11

38:11

In this episode, I’m bringing back one of the most popular episodes of the podcast from all the way back in 2017—and it’s just as relevant today as it was then. I sat down with Mike Michalowicz, the mastermind behind Profit First, to explore how group practices can use his proven system to finally gain control over their business finances. Back when we recorded this, I had just discovered his book, Profit First, and was in the early stages of implementing the system into my own practice. To say it was a game-changer would be an understatement! I went from not taking a profit in my business to consistently paying myself what I deserved, and that shift happened in just a few months. In this conversation, Mike and I cover: A real profit assessment from a group practice owner (with a downloadable PDF so you can follow along). How the Profit First method can transform your practice’s financial health. The power of niching in boosting profitability. How to implement Profit First not just in your business, but in your personal life as well. It’s not just about cutting costs—Mike talks about how to increase margins too! Mike’s own experience using Profit First in his personal life, and his biggest piece of advice for anyone just getting started. If you’ve ever felt like you’re working hard but still don’t know where all the money is going, this episode is for you. ➡️ WANT TO BOOST YOUR PROFITS FAST? If you’re struggling with stagnant profits, overpaying staff, or not understanding where your money is going, the upcoming Profit Booster Workshop is here to help. In just three days, you’ll dive deep into your practice’s financials and walk away with clear, actionable steps to cut unnecessary costs, optimize your team’s performance, and start seeing immediate improvements in your bottom line. CLICK HERE to learn more and take control of your profits today! LINKS: Profit First Assessment PDF Need extra support? Join The Exchange , a membership community just for group practice owners. The Group Practice Exchange Programs + Courses The Accountability Equation™ Quiz The Accountability Equation Book CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE: Website Facebook Instagram LinkedIn CONNECT WITH MIKE MICHALOWICZ: Website Instagram LinkedIn SPONSORS: TherapyNotes : An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to therapynotes.com/r/thegrouppracticeexchange for two free months! GreenOak Accounting : An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month!…

1
Episode 251 | Strategies for Balance as a Neurodivergent Group Practice Owner with Patrick Casale 17:17

vor 27 weeks17:17

17:17

If you’re a neurodivergent group practice owner, you might relate to having boosts of productivity, along with struggle to avoid burnout. In this episode, I’m thrilled to have my dear friend Patrick Casale back on the show for a conversation about how to find the perfect balance for you, and your staff. Whether you're neurodivergent yourself or just curious about how different minds approach work, this one's for you! We dive into: How being neurodivergent shapes our approach to running multiple businesses, embracing the creative and outside-the-box thinking that can be both a strength and a challenge. The clash between ADHD's need for spontaneity and autism's preference for structure, and how these traits impact our work. Our personal struggles with restlessness and burnout, sharing practical strategies for managing productivity bursts while ensuring relaxation and self-care. Actionable tips on setting up systems and routines that accommodate diverse thinking styles, making day-to-day operations smoother and more efficient. This episode is a valuable resource for anyone in the group practice world looking to understand how neurodivergent traits can impact practice management and staff dynamics. LINKS: Need extra support? Join The Exchange , a membership community just for group practice owners. The Group Practice Exchange Programs + Courses The Accountability Equation™ Quiz The Accountability Equation Book CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE: Website Facebook Instagram LinkedIn CONNECT WITH PATRICK CASALE: Website Email: patrick@casalecoaching.com Patrick’s Instagram All Things Private Practice Podcast Instagram Facebook Patrick’s Podcast: All Things Private Practice Podcast SPONSORS: TherapyNotes : An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to therapynotes.com/r/thegrouppracticeexchange for two free months! GreenOak Accounting : An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month!…

1
Episode 250 | How to Leverage a Podcast to Grow Your Group Practice with Chanlie Leavitt 22:54

vor 29 weeks22:54

22:54

Ever wondered if a podcast could help grow your group practice? A podcast can be an amazing way to connect with your ideal clients - if you use it in the right way. In this episode, I sit down with my podcast manager, Chanlie Leavitt from Paradigm Podcasting, to dig into how group practice owners like us can leverage a podcast to connect with local clients and enhance our visibility. We talk about everything you need to know, from the nuts and bolts of planning and production to marketing tactics that will make your podcast a powerful tool for your practice. Trust me, if you've ever thought about starting a podcast—or even if you're just curious—this episode is packed with insights and actionable steps tailored specifically for practice owners looking to expand their reach. During our chat, we get into: The real benefits of starting a podcast for your group practice. Strategies to use a podcast as a magnet for local clients. The very first steps you should take to launch a podcast, including what you need to know before hitting record. Key factors to consider to ensure your podcast resonates with your ideal clients and isn’t just another voice in the void. What really goes into starting and managing a podcast. How a podcast can simplify your practice’s marketing efforts. If you’re looking for a way to build stronger connections with potential clients and grow your practice, this is an episode you don’t want to miss! LINKS: Need extra support? Join The Exchange , a membership community just for group practice owners. The Group Practice Exchange Programs + Courses The Accountability Equation™ Quiz The Accountability Equation Book CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE: Website Facebook Instagram LinkedIn CONNECT WITH CHANLIE LEAVITT: Download the Purposeful Podcast Playbook for FREE Website : www.paradigmpodcasting.com Instagram : @paradigmpodcasting Facebook : @paradigmpodcasting LinkedIn : @paradigmpodcasting…

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