The Group Practice Exchange

Connect with Maureen Werrbach & The Group Practice Exchange:

Episode 240 | Leveraging Kolbe A™ Index for Enhanced Team Dynamics with Niki Ramirez 0

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

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Apr 10, 2024

Have you ever wondered how understanding your team's instinctive problem-solving styles could transform your leadership and enhance collaboration?

In this episode, I had a conversation with Niki Ramirez from HR Answers about just that. We explored the Kolbe A™ Index and its impact on group practice leadership teams. Join our conversation to learn more about:

The essence of the Kolbe A™ Index and how it identifies our natural instincts for taking action.
An overview of the four action modes defined by the Kolbe A™ Index that influence our problem-solving approaches.
Personal reflections on our own Kolbe results and the insights gained from them.
The benefits that group practice owners can reap by acknowledging and valuing the diverse instinctive strengths of their teams.
Nikki's expert advice on how to effectively integrate Kolbe assessments into team development for a more inclusive and dynamic work environment.

My chat with Nikki was not only insightful but also a testament to the power of embracing the unique talents within our teams. I'm convinced that leaders who leverage tools like the Kolbe A™ Index are well on their way to fostering a more collaborative and successful practice.

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:

Connect with Maureen Werrbach & The Group Practice Exchange:

Episode 239 | From Goals to Action: Structuring Leadership Meetings for Tangible Results 0

Connect with Niki Ramirez and HR Answers:

HR Answers Website

Niki’s LinkedIn

HR Answers Facebook

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

Download this Episode

Mar 27, 2024

Have you been diligently tracking metrics and setting goals for your practice, but are still stuck not seeing visible results?

In today's episode I took a deep dive into how to actually get your team to take action to make progress toward your practice’s goals. Because success doesn’t come from setting goals or tracking metrics; it comes as the result of the actions we take based on the information we gather.

In this episode, I focus on the importance of action in achieving our objectives as group practice owners. I discussed the significance of leadership meetings, not just as a formality, but as a platform to celebrate our successes, assess our journey, and activate our team for action. I also explain the need to distill our larger goals into smaller, more manageable tasks, setting quarterly and biweekly milestones to keep us on track. If you have some big goals for your group practice that you’re ready to set in motion, join me to learn more about:

The role of action in driving tangible progress and results within a group practice
Sharing an effective structure of leadership meetings that result in action taking
How to regularly assess where your team stands in relation to practice goals to help maintain focus and direction
Exploring the concept of breaking down large goals into smaller, manageable steps in your practice
Examples of how a practice might use their accountability tracker including examples of yearly goals, quarterly goals, and biweekly action items

Remember that setting goals is just the beginning. It's the consistent, deliberate actions we take that will lead you to success in your group practice. Let's keep moving forward, one step at a time!

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:

Connect with Maureen Werrbach & The Group Practice Exchange:

Episode 238 | Implementing The Accountability Equation™ with Abby Morgan 0

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

Download this Episode

Mar 13, 2024

Have you ever wondered what it looks like to tackle implementing accountability in a growing group practice?

In this episode, I had a conversation with Abby Morgan, a fellow group practice owner who attended The Accountability Equation™ Accelerator in October. We dove deep into the complexities of instilling accountability within her expanding team at Sea Level Counseling & Wellness.

In our discussion, Abby opened up about the hurdles she's facing as her practice grows and roles within her practice change. We explored the critical role of clearly defining leadership roles and the shared responsibilities that come with them, particularly in the hiring process. This episode is a must-listen for anyone looking to enhance team performance and accountability through proactive communication and strategic leadership.

Join us to hear our chat where we covered:

The significance of clear role definitions within a leadership team to ensure everyone knows their responsibilities.
Strategies for effective hiring processes that align with your practice's accountability standards.
The benefits of leadership rotation in promoting empathy and collaboration among team members.
Emphasis on proactive communication and collaboration in addressing accountability issues.
Abby's pledge to keep accountability discussions at the forefront, recognizing their importance for sustainable growth.

This conversation with Abby was incredibly insightful, highlighting that as leaders, we must be intentional about fostering a culture of accountability. It's not just about growth; it's about growing right. Remember, a team that understands their roles and responsibilities is a team that can thrive.

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:

Connect with Maureen Werrbach & The Group Practice Exchange:

About Abby Morgan:

Abby Morgan started her career in inpatient and community mental health after earning her Master of Social Work from Virginia Commonwealth University. With a passion for connecting with individuals with chronic mental illness, she later transitioned to private practice and outpatient clinics, where she witnessed the communication gaps among treatment providers and the neglect of work-life balance. In 2019, Abby founded Sea Level Counseling and Wellness with the mission of providing comprehensive trauma-informed services under one roof. Starting with a 1200 sq ft office and 1 employee, Sea Level Counseling and Wellness has grown to a 5100 sq ft space with 13 staff and 4 clinical partners, all trained in EMDR therapy. Looking ahead, Abby aims to establish a non-profit arm and expand community involvement through workshops and corporate wellness initiatives.

Connect with Abby Morgan:

Episode 237 | The First Steps to Accountability Mastery 0

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

Download this Episode

Feb 28, 2024

Do you want to create a culture of accountability within your group practice, but not sure exactly where to start?

In this episode, I share what true accountability looks like in your practice, and the first steps to take to begin setting up effective accountability practices. I explore how accountability is not just about keeping track of tasks, but about building a system that supports your team and your business.

If you’re ready to take the first step to a thriving practice, join me to learn more about:

The importance of accountability in organizational culture and change management
The five essential components of the accountability equation and the significance of each step in creating a holistic accountability structure
Strategies for fostering effective communication, increasing engagement, and promoting teamwork
Tips for managing roles and responsibilities within your practice
Steps you can take right now to begin creating a culture of clarity, collaboration, and success

As you listen to this episode, I encourage you to take a moment to reflect on your own accountability structures. Are they serving you and your team effectively?

If not, I invite you to take our quiz to assess your accountability needs and consider joining our upcoming group cohort. Remember, the accountability equation is more than a tool—it's a pathway to fostering a culture of clarity, collaboration, and growth in your group practice.

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:

Connect with Maureen Werrbach & The Group Practice Exchange:

Episode 236 | Why Your Outward Achievements Don’t Soothe Inner Emptiness with Kasey Compton 0

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

Download this Episode

Feb 14, 2024

Have you ever experienced a time when achieving success didn't lead to the fulfillment and joy you sought?

In this episode, I have a heart-to-heart with Kasey Compton, a therapist, self-love advocate, and accomplished entrepreneur who has led four thriving businesses, propelling her mental health practice into multi-million-dollar territory. We chat about her latest book "In Search of You", which mirrors Kasey's personal quest for meaning beyond success. During our conversation, we uncover how her journey of self-discovery has enriched both her business and personal life.

Here's a snapshot of what we covered in our conversation:

Kasey opens up about the life experiences that led her to write "In Search of You," sharing her path as a high-achieving woman in search of something more fulfilling.
The importance of self-love and introspection when it comes to achieving fulfillment amidst the pursuit of success.
We delve into the core message of the book, which encourages women to embark on their own journeys of self-discovery to find deeper satisfaction in life.
Kasey’s approach to writing the book, including the challenges she faced and how she overcame them to bring her story to the page.

It was truly inspiring to hear Kasey's story and her mission to empower other women through her writing. If you're on a quest for personal fulfillment or know someone who is, I encourage you to read Kasey’s book "In Search of You". Remember, it's not just about what you achieve, but who you become in the process.

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:

Connect with Kasey Compton:

Connect with Maureen Werrbach & The Group Practice Exchange:

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

Download this Episode

Episode 235 | The Top 10 Mistakes That I've Made as a Group Practice Owner 0

Jan 31, 2024

Have you ever wondered what mistakes you might be making in your group practice?

I'm no stranger to the challenges that come with running a group practice. Trust me, I've made my fair share of blunders along the way. In this episode, I get real with you about some of the less glamorous sides of group practice ownership as I share the top ten mistakes that I’ve made as a group practice owner. I also tell you all about the insights and lessons I've learned so you can sidestep these common pitfalls.

Here are some of the key topics I dive into:

The importance of having clear systems and processes in place
Learning to delegate and not micromanage your team
The significance of consistent and effective communication
Understanding the financial aspects of running a group practice
Recognizing the value of investing in your staff's development
Navigating the complexities of marketing a group practice

So if you want to learn from my experiences (the good, the bad, and the ugly), then this episode is a must-listen. I promise it's packed with value and maybe even a few laughs at my expense.

My hope is that by sharing my own missteps, you'll be able to navigate the management of your group practice with greater confidence and success. Because on our leadership journey, we’ll all make mistakes, but it's how we learn from them that truly counts.

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:

Book - Radical Candor by Kim Scott

Book - Traction by Gino Wickman

Connect with Maureen Werrbach & The Group Practice Exchange: