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The Group Practice Exchange

The Group Practice Exchange Podcast is a place for group practice owners, where we talk candidly about business ownership and leadership. From practice building tips to live coaching to real talk episodes with other group practice owners, we are the resource you have been looking for to grow your group practice.
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Oct 9, 2024

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!

 

Sep 25, 2024

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!

Sep 11, 2024

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!

 

Aug 28, 2024

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

Aug 14, 2024

Ever wondered why so many women pour their hearts and souls into their group practices but still find themselves struggling to hit those higher revenue marks? Unfortunately, this is an all too common occurrence. 

We all know that running a business as a woman comes with its own unique set of challenges, but the real question is: what can we do about it?

In this episode, I sit down with Racheal Cook to pull back the curtain on the stark realities that women face in the business world—like the fact that although we own nearly half of all small businesses, we’re only generating a tiny slice of the revenue pie. 

But don't worry, we’re not just here to point out the problems. Racheal dishes out actionable strategies you can start using today to close that gap and take your group practice to the next level.

Here’s a glimpse of what we cover in this episode:

  • We get real about the numbers—why women own 44% of small businesses but generate only 4% of total revenue.

  • The often-overlooked barriers women face when trying to secure funding and how to navigate around them.

  • We discuss why understanding your financial metrics isn’t just important—it’s essential for your practice’s growth.

  • Why building a strong, supportive network is a game-changer for your success and how to start cultivating one today.

It’s time to bridge the gap—because we all deserve to see our hard work translate into the financial success we’ve earned.

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!

 

LINKS:

The Group Practice Exchange Programs + Courses

The Accountability Equation™ Quiz

The Visionary Magazine

 

CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE:

Website

Facebook

Instagram

LinkedIn

 

CONNECT WITH RACHEAL COOK:

Website

LinkedIn

Instagram

Facebook

Tiktok

Promote Yourself to CEO 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!

 

Jul 31, 2024

Have you ever been stressed about losing income while you’re away from your practice?

If that sounds familiar, it’s probably time to think about turning your group practice income into lasting wealth. 

That’s why I sat down with Ryan Derousseau from Thinking Cap Financial to explore the essential topic of financial planning for group practice owners.

While income keeps the day-to-day operations running, true wealth comes from investing that income wisely. Shifting your focus from just earning, to strategically investing can provide long-term financial security and even allow you to take time off without worry. 

If you're stuck in the cycle of client work, this episode is a must-listen!

During our chat, we dive into:

  • The difference between generating income and building wealth in a group practice.

  • Strategies for investing income, including stock market, real estate, and business ventures.

  • The significance of transitioning from client work dependency to strategic business management.

  • The first steps you can take to begin turning your practice income into wealth. 

  • Resources for further guidance on wealth building and financial management.

This episode is brimming with practical advice to help you build a sustainable future for your 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!

 

LINKS:

Ryan’s eBook: Turning Private Practice Income into Wealth

The Group Practice Exchange Programs + Courses

The Accountability Equation™ Quiz

The Visionary Magazine

 

CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE:

Website

Facebook

Instagram

LinkedIn

 

CONNECT WITH RYAN DEROUSSEAU:

Website

Linkedin

YouTube

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!

 

Jul 17, 2024

In today’s market, it’s more crucial than ever for us group practice owners to think like CEOs and differentiate our services.

But that’s often easier said than done - especially if you’re not sure where to start. 

In this episode, I chatted all about this with Dr. Ajita Robinson, a licensed clinical professional counselor who specializes in grief and trauma, and an income strategist for therapists.

We explored the critical need for diversifying mental health services in the post-COVID era. Dr. Robinson provided invaluable insights on transitioning from a practitioner mindset to a CEO mindset, the importance of increasing marketing touch points, and the advantages of building B2B relationships. 

If you're interested in expanding and diversifying services in your practice, you won't want to miss this conversation where we talk about:

  • Why we need to shift from a practitioner mindset to a CEO mindset to create a sustainable practice

  • Increasing marketing touch points to reach a broader audience

  • How to interpret and pivot based on qualitative data

  • Why having a digital footprint for your practice has become more crucial than ever

  • Building business-to-business relationships to expand service offerings

  • Examples of types of partnerships for diversifying services

Tune in to this episode to gain practical tips and strategies that can help your practice and thrive in the evolving landscape.

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!

 

LINKS:

The Group Practice Exchange Programs + Courses

The Accountability Equation™ Quiz

The Visionary Magazine

 Dr. Ajita Robinson’s Book: The Purposeful & Profitable Therapist’s Guide on Diversifying Income

 

Connect with Maureen Werrbach & The Group Practice Exchange:

Website

Facebook

Instagram

LinkedIn

 

Connect with Dr. Ajita Robinson:

Website

Instagram

Facebook

The Purposeful and Profitable Therapist Collective

The Purposeful and Profitable Therapist Summit

 

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

Jul 3, 2024

In recent years, retaining top talent has become more challenging than ever for group practice owners.

The hard truth? Your staff are likely leaving because they no longer feel connected to you or their work.

So, how can you keep your team engaged and committed to your practice?

In this episode, I sit down with Shelli Warren, a seasoned team and leadership coach, to uncover the secrets of offering your staff a career, not just a job. Shelli brings a wealth of knowledge on creating meaningful career paths, even in smaller group practices, and emphasizes the importance of fostering a deep sense of connection among your employees.

We'll explore the unique challenges group practice owners face, especially with the surge in telehealth, and provide actionable strategies to keep your staff motivated and engaged.

Join our conversation to hear about:

  • How the rise of telehealth has impacted staff dynamics and what you can do about it.

  • The importance of offering meaningful career opportunities, not just jobs, to enhance staff retention.

  • Strategies to help your employees feel genuinely connected to their roles and your practice.

  • Why it’s important to educate staff on the complexities of running a group practice.

  • Suggestions for maintaining leadership visibility and why that has an impact on staff morale.

  • Tools and techniques for fostering career growth within your team.

Don't miss out on this invaluable conversation filled with insights and resources designed to help you retain your top talent and create a thriving, connected workplace.

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 Group Practice Exchange Programs + Courses

The Accountability Equation™ Quiz

The Visionary Magazine

Stacking Your Team Guides & Assessments

 

Connect with Maureen Werrbach & The Group Practice Exchange:

Website

Facebook

Instagram

LinkedIn

 

Connect with Shelli Warren:

Website 

Podcast: Stacking Your Team

LinkedIn

Instagram

Facebook

YouTube



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

 

Jun 19, 2024

Have you ever wondered how the acquisition of mental health practices by insurance companies might affect your practice? 

In this episode, I dive into the trend of insurance companies acquiring mental health practices. I share insights on the implications of this trend for small independent practices, discussing potential impacts on patient choice, care quality, and healthcare costs. This trend has profound implications for our field, and understanding it is crucial for staying ahead in the ever-evolving landscape of mental health care.

Join me to learn more about:

  • The trend of insurance companies acquiring mental health practices and it’s implications.

  • Potential impacts on patient choice, care quality, and healthcare costs.

  • Regulatory aspects surrounding these acquisitions.

  • Forecasting continued consolidation in the mental health industry.

  • Tips and recommended resources help you stay informed on this topic and conduct your own continued research.

The trend of insurance companies acquiring mental health practices is a significant development in our industry. By staying informed and proactive, we can navigate these changes effectively and continue to provide high-quality care to our patients. 

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 Visionary Magazine

The Group Practice Exchange Programs + Courses

The Accountability Equation™ Quiz

 

Connect with Maureen Werrbach & The Group Practice Exchange:

Website

Facebook

Instagram

LinkedIn

 

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

 

Jun 5, 2024

Ever wondered how psychedelic-assisted therapy is reshaping mental health treatment?

In this episode, I dove into the transformative realm of psychedelic-assisted therapy with the incredible Christopher Brown. As a social worker and military veteran, Christopher brought a wealth of knowledge from his transition from the VA to his own private practice, where he's pioneering in this field of mental health treatment.

Our conversation was a deep dive into the intricacies of integrating psychedelic-assisted therapy into a group practice. We explored the legalities, the ethical considerations, and the compelling research that's changing the way we look at treatments, especially for conditions like PTSD.

Join us to hear more about:

  • Christopher’s transition from the VA to private practice and how his military service informs his work in psychedelic-assisted therapy.

  • The current research and the growing evidence base for treatments like MDMA-assisted therapy for PTSD.

  • The complex legal and ethical issues surrounding the use of psychedelics in therapy.

  • The importance of understanding and adhering to current laws to safely integrate these therapies into practice.

  • Steps therapists can take to receive specialized training in psychedelic-assisted therapy.

My discussion with Christopher was not just informative but also a clarion call to group practice owners. The potential of psychedelic-assisted therapy is immense, and as we navigate this new terrain, it's essential to do so with diligence, respect for the law, and a commitment to the highest ethical standards. 

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 Group Practice Exchange Programs + Courses

The Accountability Equation™ Quiz

Connect with Maureen Werrbach & The Group Practice Exchange:

Website

Facebook

Instagram

LinkedIn

 

Connect with Christopher Brown

Peak Psychotherapy Website

Therapist Integration Consulting

LinkedIn

 

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

May 22, 2024

Have you ever wondered how to empower therapists in your group practice, especially those who are just starting out or are provisionally licensed? 

In this episode, I had the honor of chatting with Shannon Heers, an Approved Clinical Supervisor and founder of Firelight Supervision, about boosting the confidence of therapists.

In our conversation, we discussed the challenges that come with being new in the field or working under provisional licenses and how these can impact a therapist's confidence. Shannon, with her expertise from Firelight Supervision, shared invaluable strategies for overcoming these hurdles.

Here are some of the key takeaways from our discussion:

  • How common it is for therapists, particularly those new to the profession, to experience imposter syndrome. 

  • The need to differentiate between actual competence and the feeling of confidence, providing strategies to manage these doubts.

  • The importance of offering supervision that helps therapists grow and feel more secure in their abilities.

  • Steps that group practice owners can take to cultivate a nurturing environment that encourages therapists to develop resilience and confidence.

  • Practical tips for therapists to build their confidence, including self-reflection, seeking feedback, and engaging in continuous learning.

This episode was a treasure trove of insights for any group practice owner looking to empower their therapists. Remember, creating a supportive environment is key to fostering growth and resilience in your team.

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 Group Practice Exchange Programs + Courses

The Accountability Equation™ Quiz

Clinical Confidence Ebook

Connect with Maureen Werrbach & The Group Practice Exchange:

Website

Facebook

Instagram

LinkedIn

Connect with Shannon Heers:

Firelight Supervision Website

Instagram

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

May 8, 2024

Are you overwhelmed by the idea of taking Medicare in your group practice?

You’re definitely not alone - so many group practice owners don’t accept Medicare because they’re confused about billing, CPT codes, Medicare documentation requirements, or need help streamlining their billing to maximize profits.

That’s why in this episode, Gabrielle Juliano-Villani and I talk about all the ins and outs of integrating Medicare into a group practice. We explored the potential hurdles and advantages, equipping you with the knowledge needed to make informed decisions about accepting Medicare.

Here's a rundown of what we covered:

  • Medicare basics: We started by breaking down the basics of Medicare, including who it serves and how it operates.

  • Administrative considerations: Gabrielle provided insights into the administrative side of Medicare, such as enrollment processes and compliance requirements.

  • Clinical implications: We discussed the clinical implications of accepting Medicare, including how it affects client care and therapist workload.

  • Aligning with practice vision: Gabrielle gave an overview of how to assess if accepting Medicare aligns with your practice's mission and values.

This episode is one you don’t want to skip if you’ve been considering accepting Medicare 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:

The Group Practice Exchange Programs + Courses

The Accountability Equation™ Quiz

Reset & Regulate Retreat

 

Connect with Maureen Werrbach & The Group Practice Exchange:

Website

Facebook

Instagram

LinkedIn

 

Connect with Gabrielle Juliano-Villani:

GJV Consulting & Training Website

Medicare Consulting for Therapists Website

GJV Consulting Etsy

Instagram

Facebook group: Medicare Consulting for Therapists

Facebook group: Create an Abundant Group Practice

TikTok

YouTube

LinkedIn

 

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

Apr 24, 2024

Have you ever wondered what it takes to be a visionary leader in your group practice?

In today’s episode, I dove into this very topic by sharing an article from the first issue of The Visionary magazine, our new quarterly magazine that's crafted specifically for us—the innovators and forward-thinkers of the mental health group practice world. 

As I review the article, I explore the core attributes of visionary leadership and how we can use this perspective to revolutionize our practices. Join me to be inspired to tap into your own visionary potential, and learn about topics like:

  • What it means to be a visionary leader in the mental health industry.

  • Strategies for shaping the future of our practices with innovative thinking and foresight.

  • The importance of inspiration and how it can empower us as leaders.

  • My personal reflections and advice on embracing your visionary potential.

I believe that each one of us has the capacity to be a visionary leader. It's my hope that it will help you harness your visionary abilities and understand the pivotal role you play in shaping the future of mental health 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:

The Visionary Magazine

The Group Practice Exchange Programs + Courses

The Accountability Equation™ Quiz

Connect with Maureen Werrbach & The Group Practice Exchange:

Website

Facebook

Instagram

LinkedIn

 

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

 

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:

The Group Practice Exchange Programs + Courses

The Accountability Equation™ Quiz

 

Connect with Maureen Werrbach & The Group Practice Exchange:

Website

Facebook

Instagram

LinkedIn

 

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

 

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:
 
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
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:
 
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
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:
 
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
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
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:
 
 
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
Jan 17, 2024
Calculating insurance benefits and submitting insurance claims can often be a major pain point for both clients and group practice owners. But not anymore!
 
I am so excited to share a new tool that I’ve been using to take this burden off our shoulders: Mentaya. In this episode, I had the pleasure of chatting with Christine Li, the founder and CEO of Mentaya. We delved into how Mentaya’s features, like the instant benefits calculator and automated claim submission, are revolutionizing the reimbursement process, making it easier for therapists to manage private pay clients and for clients to get reimbursed. If you’re looking to streamline the claim submission process for your practice, you won’t want to miss this episode. Here's a snapshot of what we covered in our conversation:
  • Christine shared her transition from Google to founding Mentaya, driven by a desire to make mental health care more accessible and manageable.
  • How Mentaya’s platform is designed to alleviate the administrative burden on therapists and clients dealing with out-of-network benefits.
  • Highlighting how Mentaya's instant benefits calculator and automated claim submission service streamlines the reimbursement process.
  • I share my own experience with Mentaya in my practice, noting how it has positively impacted my ability to attract and retain private pay clients.
Christine's work with Mentaya is a testament to the power of innovation in making therapy more accessible and less daunting for everyone involved. Don't forget to take advantage of the promo code for your free trial and experience the difference for yourself!
 
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:
 
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
Jan 3, 2024
Have you ever wondered what it takes to be a visionary leader in group practice?
 
In this episode, I dive deep into the transformative power of visionary leadership in group practice. I walk you through the shift from being clinician-centric to becoming a visionary at the helm of your business, explore the hurdles you might face in staying true to your visionary path, and highlight the immense benefits that visionary leadership can bring to your business's growth and your team's cohesion. Here are the key topics I covered in this episode:
 
  • The transition that leaders need to make from focusing solely on clinical work to adopting a broader, visionary approach to running their practices.
  • Common challenges that come with maintaining a visionary focus, including balancing day-to-day operations with long-term strategic planning.
  • The positive impact of visionary leadership on business performance, including improved decision-making, innovation, and team engagement.
  • Introduction of Visionary Magazine, a publication dedicated to empowering group practice leaders to think and act like visionaries.
  • Sharing how I prioritize and structure time for visionary work. 
 
By nurturing your role as a visionary, you'll be better equipped to inspire your team and steer your practice toward a future filled with success and fulfillment. Remember, being a visionary isn't just about having a dream; it's about making that dream a reality for you, your team, and your 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:
 
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
Dec 20, 2023

Have you ever received a subpoena and weren’t quite sure how to handle it? 

In this episode, I had the pleasure of interviewing Dr. Tracy Masiello, a group practice owner and certified mediator, about handling subpoenas as a group practice owner. We discussed the importance of clear policies, procedures, and training for clinicians to effectively manage subpoenas. Dr. Masiello also debunked subpoena myths, explained the consequences of ignoring subpoenas, and provided guidance on how to respond to them. Join us to learn more about:

  • The importance of having clear policies, procedures, and training in place for handling subpoenas in a group practice setting.

  • Debunking common myths surrounding subpoenas and clarifying the consequences of ignoring them.

  • Guidance on how to respond to subpoenas effectively and ethically.

  • Understanding the ethical considerations when testifying or sharing client records.

  • The difference between being a fact witness and an expert witness in legal proceedings.

If you're a group practice owner or clinician, this episode is a must-listen for valuable insights on managing subpoenas. Don't forget to check out the resources shared by Dr. Masiello for further learning and support.

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:

 

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

 

Dec 6, 2023
Have you ever considered expanding the services offered in your group practice beyond one-on-one counseling? 
 
Expanding services in a group practice can be a game-changer. In this rerelease episode, I discuss the benefits of doing just that - specifically offering CEs (Continuing Education) and/or training in the community. As a group practice owner myself, I have found that diversifying our services has not only increased our revenue but also reduced burnout among our team members. Join me to learn more about:
 
  • Benefits of becoming CE providers in your group practice
  • Offering CEs to the community or therapists while making sure it aligns with your business values
  • Considering questions like: Who will be the training providers? and Who will run and spearhead the program?
  • Realistic timelines to build, market, and reach the break-even point
  • Steps to screen candidates to ensure the quality and relevance of the training
 
Expanding services in a group practice can have numerous benefits. By offering workshops, webinars, and speaking engagements, you not only diversify your services but also provide opportunities for your team members to be paid for their presentations. Building a profitable program takes time and effort, but the financial benefits can be well worth it.
 
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!
 
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
Nov 22, 2023

Have you ever wondered how to personalize retirement benefits for your employees? 

In this episode, I had the pleasure of chatting with Courtenay Shipley, a business retirement plan owner, about just that. We dive into different retirement plans like 401(k)s, IRAs, SIMPLE IRAs, and SEP IRAs, and discuss the importance of tailoring these plans to specific groups. Courtenay also shares insights on profit sharing and the safe harbor plan design. Listen in to learn more about:

  • The importance of personalizing retirement benefits for employees

  • Exploring different retirement plans like 401(k)s, IRAs, SIMPLE IRAs, and SEP IRAs

  • Benefits of profit sharing and the safe harbor plan design

  • Limitations of payroll companies like Gusto for managing benefits

  • Alternative options like Guideline and Vestwell for managing retirement plans

If you're looking to provide the best retirement benefits for your staff, this episode is a must-listen. Join us as we dive into the world of retirement plans and discover how to tailor them to your practice’s specific needs. Let's make benefit planning a breeze!

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:

Retirement Planology website

IRS Website for for SIMPLE IRAs

Gusto

Guideline

Vestwell

Vanguard

Connect with Maureen Werrbach & The Group Practice Exchange:

Website

Facebook

Instagram

LinkedIn

 

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

 

Nov 8, 2023

Have you been considering how you can effectively employ part-time and full-time clinicians in your practice? 

In this episode, I delve into the benefits and challenges of hiring part-time and full-time clinicians. I share my personal experience of starting my practice with part-time clinicians and how it has impacted work-life balance expectations. Join me to learn more about:

  • The importance of considering factors such as workplace culture, income, benefits, burnout, and personal fulfillment when employing clinicians.

  • The shift in work-life balance expectations due to COVID-19 and how it has influenced the trend of more people seeking part-time employment.

  • The benefits of offering part-time options, such as attracting a wider pool of talent and providing flexibility for clinicians.

  • The challenges of managing schedules and maintaining consistency in client care with part-time clinicians.

  • The importance of maintaining transparency with staff about the impact of offering part-time options.

 

Employing part-time and full-time clinicians in your practice can bring both benefits and challenges. By carefully considering factors such as workplace culture and maintaining transparency with staff, you can create a balanced and fulfilling work environment for your clinicians.

Connect with Maureen Werrbach & The Group Practice Exchange:

Website

Facebook

Instagram

LinkedIn

 

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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