What does it really mean to run a values-aligned practice?
As a group practice owner, I’ve learned how powerful it is to build a culture that actually reflects our values. In this episode, I sit down with my friend Tara Vossenkemper to answer the question “what is EOS?” and explore how it helps us create a true values-driven meaning in our practices.
Tara and I talk about her journey with EOS core values, why it’s so important to stay values-aligned, and how leaders like us can be intentional in demonstrating values in the workplace. We share real stories, mistakes, and lessons from our own practices so you can see what this looks like in action.
Here’s what you’ll hear in our conversation:
If you’ve been asking yourself “what is EOS?” or struggling with how to live out your values-driven meaning, this episode will help you lead with clarity, confidence, and alignment.
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:
CONNECT WITH TARA VOSSENKEMPER:
Culture Focused 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!
Do you really need a CFO, or is your accountant enough?
If you’re a group practice owner wondering whether your current accountant is giving you the insight you actually need to scale, this episode is for you. I sat down with Carter Freeman to talk about the evolving role of CFOs in therapy practices, and how CFO services - especially fractional CFO services - can help you grow smarter, not harder.
We dig into the real differences between a CFO vs. accountant, why clinical leaders need more than just number crunching, and how financial strategy impacts everything from hiring decisions to clinical outcomes. If you've ever thought, “My accountant doesn’t do that,” this conversation will open your eyes.
Here’s what we cover in this episode:
Whether you’re planning to expand, hire nonclinical staff, diversify services, or even prep for a sale, understanding the role of a CFO is key. Carter and I break down the signs that it’s time to bring one in and how to leverage financial leadership that moves your practice forward.
Listen to the full episode now to learn how CFO services, fractional CFO services, and smarter cash flow management techniques can elevate your group practice beyond basic accounting.
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:
CONNECT WITH CARTER FREEMAN:
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!
Let’s be real - building a leadership team isn’t just about hiring strong people. It’s about letting them lead. If you’ve ever found yourself answering endless questions from your clinical directors or leadership staff, wondering why they can’t just run things without you, this episode is for you.
In this week’s episode, I sit down with leadership expert and clinical director Lisa Besler to break down the top 5 things leadership teams need from YOU, the group practice owner, to thrive without constant oversight. We dig into the mindset shifts and practice management systems that help you step out of the weeds and into visionary leadership.
We’re getting real about control, trust, and how to delegate tasks effectively without everything falling apart. If you want to focus on the big picture and finally stop being your team's go-to problem solver, this episode is a must-listen.
Building a sustainable practice means building a sustainable team.
And that means it’s time to take leadership development practices, delegation in leadership, and your internal practice management systems seriously. When you delegate tasks effectively, you create space for innovation, growth, and the freedom to finally focus on what really matters.
Tune in to the full episode now to hear Lisa’s top five game-changing tips - and start creating the kind of clinical leadership team that actually leads.
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:
CONNECT WITH LISA BESLER:
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!
Are your notes putting your practice at risk?
Skipping a HIPPA compliance checklist or letting sloppy therapy documentation slide could cost you big - legally, financially, and ethically. In this episode of The Group Practice Exchange Podcast, I’m joined by Dr. Tiana Kelly, who’s here to help you strengthen your compliance practices, streamline your counseling documentation, and make sure your systems (and team!) are protecting your clients and your business.
We’re covering what you actually need in your HIPPA compliance checklist, how to spot the most common therapy documentation mistakes before they snowball, and why having the right therapy documentation software can make all the difference.
Here’s what you’ll learn in this episode:
If you’ve ever wondered, “Am I doing enough to protect my practice?” this conversation will give you the clarity - and actionable steps - you need. Compliance doesn’t have to be intimidating, and your HIPPA compliance checklist, counseling documentation, and therapy documentation software can work together to keep you safe and efficient.
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:
CONNECT WITH DR. TIANA KELLY:
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!
As a group practice owner, it’s easy to assume your struggles are about hiring or team dynamics, when what’s really needed is some honest reflection and strong leadership training for teams.
In this episode, I sat down with leadership coach, Adrian Koehler to unpack what’s actually going wrong in many therapy practices: leadership mistakes that no one wants to talk about.
Adrian and I get into the real reasons leaders get stuck, why “being nice” isn’t always kind, and how your discomfort might be costing your business.
We bust some major myths about leadership, and Adrian shares what therapists-turned-leaders need to know if they want to grow a team that’s healthy, honest, and aligned.
Here’s what we cover in this powerful conversation:
Whether you're leading a small team or managing a growing staff, this episode will challenge how you think about leadership - and how you show up for your people.
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:
CONNECT WITH ADRIAN KOEHLER:
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!
Wondering how to turn student loans into a recruitment and retention strategy for your group practice? This episode is for you.
I sat down with Connor Pierce - doctor of physical therapy and certified student loan consultant - to talk all things student loan planning, HRSA loan repayment, and nonprofit student loan forgiveness.
As group practice owners, we’re always looking for ways to support our team while growing our business sustainably. And let’s be real - student loan planning isn’t just about personal finance anymore. It can directly impact your hiring, retention, and overall business strategy.
Connor breaks it all down with practical tips on how to navigate student loan forgiveness for mental health professionals, how HRSA loan repayment programs work, and how nonprofit student loan forgiveness could be the edge you need to attract top talent.
Here's what you’ll learn in this episode:
Whether you’ve already paid off your loans or you’re still navigating repayment, there’s a ton of value in understanding how student loan planning fits into the bigger picture. Especially if you're building a benefits package that stands out in a competitive hiring market.
Tune in to learn how HRSA loan repayment, nonprofit student loan forgiveness, and smart student loan planning can fuel sustainable growth in your group practice.
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:
CONNECT WITH CONNOR PIERCE & STUDENT LOAN PLANNER:
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!
Could your group practice survive a board complaint?
If you’ve ever felt anxious about protecting your license - or the licenses of your team - this episode is a must-listen.
In this episode, I sit down with Karen Pavlidis and Fran Schopick of The Working Alliance to talk about a topic that keeps a lot of group practice owners up at night: how to proactively reduce risk and avoid board complaints.
We dig into the biggest mistakes practice owners make when it comes to practice policies, the role of strong therapy documentation, and why a well-written therapy informed consent example is one of the most important clinical risk management documents in your practice.
In this episode, we cover:
If you're a practice owner wondering what really goes into strong clinical risk management, you’ll walk away from this episode with actionable steps to protect your practice, your team, and your clients.
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:
CONNECT WITH THE WORKING ALLIANCE:
Document Packages - Use coupon Code TGPE25 for 25%!
Free Download: 11 Tips to Help You Avoid a Board Complaint... and Sleep Better at Night!
Contact them HERE for team trainings around building awareness about best practices in risk management
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!
Feeling stuck in your group practice and wondering how to finally build real wealth as a practice owner?
If you’ve been pouring everything into your group practice but still feel like you’re not gaining traction financially, this episode is for you. I sat down with Eric Miller, co-owner of Econologics Financial Advisors, to talk about the retirement strategies and financial freedom tips he suggests to help practice owners turn burnout into long-term success.
We talk about how to stop relying on traditional retirement plans that don’t serve practice owners, and instead focus on building true wealth through diversifying income and treating your business like the investment it is.
Whether you’re deep into your group practice journey or just starting to scale, these retirement strategies will help you shift your financial outlook and take control of your future.
Here’s what we dive into in this episode:
If you’ve been looking for a roadmap to smarter retirement strategies, or just want some no-fluff financial freedom tips you can actually use, you’re going to love this conversation.
Eric and I talk honestly about what it takes to create multiple diversifying income streams, how to think like an investor, and why now is the time for every practice owner to start planning for the future.
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:
CONNECT WITH ERIC MILLER:
Book: How To Become a Financial Beast
Free booklet: Financial Strategies Every Practice Owner Needs to Implement to Build Wealth
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!
Have you thought about offering EMDR training for therapists in your practice, but don’t want to overwhelm them?
In this episode, I’m joined by Rachel Harrison from Trauma Specialists of Maryland, and together, we unpack how EMDR training for therapists can transform how group practices support clients, retain top-notch clinicians, and position your practice as a true leader in trauma-informed care.
We’re digging into why EMDR training can be a game-changer for group practices—and why it’s more than just another line item on your clinician benefits sheet.
We also talk about how to make trauma-informed care more than a buzzword—because trauma informed therapy training isn’t just about being supportive, it’s about creating real change.
Tune in to learn about:
Tune in now to hear why EMDR training might be exactly what your practice (and your team) needs to level up.
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:
CONNECT WITH RACHEL HARRISON:
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!
Feeling like the therapy referrals at your group practice have stopped flowing in? You’re not alone, and it’s not your fault.
A lot of us are seeing a drop in therapy referrals, even though the demand for therapy clients is still sky high. In this episode, I’m digging into what’s really going on behind the scenes and sharing clear, actionable ways for how to get more therapy clients.
I’ll break down why the old strategies don’t work anymore, how to modernize your approach of networking for therapists, and the exact systems you need to make your practice stand out in today’s saturated market. If you’ve been wondering how to get more therapy clients and boost therapy referrals, this episode is your roadmap to getting back on track and filling those empty spots on your team’s calendar.
In this episode, I cover:
I’m also sharing a sneak peek into my upcoming live workshop, Referrals Reimagined, where we’ll dive even deeper into the systems, scripts, and modern networking strategies that work in today’s climate.
Join us for the live workshop happening June 2nd!
Ready to rethink how your practice attracts therapy clients and grows therapy referrals? Tune in to the full episode now and let’s get your phones ringing again.
LINKS:
Referrals Reimagined: Real Marketing + Modern Networking for Group Practices in Today’s Landscape.
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:
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!
Ever wondered if bringing on dietitians in mental health could transform your group practice—but felt stuck on where to start?
In this episode, I’m sitting down with Jamie Magdic, registered dietitian and group practice owner, to dive deep into the logistics of dietitians in mental health, opportunities, and challenges of creating a true multidisciplinary practice.
Jamie shares her experience running a thriving, insurance-based dietitian group and offers key insights into how multidisciplinary therapy can better serve your clients—and how to navigate the practical hurdles like billing, legalities, and team support. If you’ve been thinking about expanding your practice beyond therapy services, this episode is packed with must-know information, especially when it comes to dietitian insurance coverage and setting up your systems for success.
In this episode, you’ll learn:
Tune in to the full episode now to learn exactly how to navigate bringing dietitians in mental health into your practice and unlock the true benefits of multidisciplinary team care!
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:
CONNECT WITH JAMIE MAGDIC:
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!
Does public speaking anxiety stop you from saying “yes” to opportunities to share your voice?
As therapy group practice owners, many of us find ourselves being pulled toward leadership beyond the therapy room—whether that’s hosting retreats, teaching workshops, speaking at conferences, or simply leading internal trainings with more presence and ease.
But here’s the thing: public speaking anxiety is very real—and faking it till you make it doesn’t always work.
In this episode, I’m joined by vocal and speaking confidence coach Linda Ugelow to dig into how to overcome fear of public speaking—not by pushing through it, but by healing what’s underneath it. Because visibility isn’t just about you—it’s about the mission and message of your therapy group practice reaching the people who need it most.
Here’s what we’re covering:
If you’ve ever thought, “I should be doing more speaking, but I can’t get past the public speaking anxiety,” this one’s for you.
LINKS:
Linda’s book: Delight in the Limelight
Need extra support? Join The Exchange, a membership community just for group practice owners.
The Group Practice Exchange Programs + Courses
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CONNECT WITH LINDA UGELOW:
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!
What’s really happening in the mental health industry—and how will it affect your practice in 2025?
From the growing influence of private equity investment in healthcare to the rise of values based care, the mental health industry is changing rapidly. We're seeing a consolidation wave across the mental health market, paired with the adoption of new tech and reporting models that could impact everything from how you run your business to how you get paid.
This episode is a must-listen for anyone who’s building (or hoping to protect) a sustainable, ethical, and independent group practice in a landscape that’s becoming increasingly complex.
In this episode, I’ll walk you through:
As a group practice owner myself, I know how overwhelming it can feel to watch the mental health industry trends evolve so fast. But knowledge is power—and with the right tools, collaboration, and mindset, we can adapt and lead with intention.
If you want deeper support, trainings, and community around navigating the changing mental health industry, come join us inside The Exchange membership. I’ve got you.
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:
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!
AI tools for therapists are changing the way we run our practices—from reducing admin work to improving efficiency in scheduling, billing, and even documentation.
If you’ve ever wondered how to use AI in your business, this episode is for you!
I sat down with Christine Li, CEO of Mentaya, to talk about mental health technology and how AI is transforming group practices. Christine shares her predictions on where AI is headed, how it’s already streamlining daily operations, and what practice owners need to know about data privacy. We also discuss AI for therapist notes, automated billing, and the growing role of AI-driven client intake.
In this episode, we cover:
As AI continues to evolve, it’s becoming an essential tool for running a smoother, more profitable practice. Whether you’re excited or hesitant about the shift, staying informed is key. Tune in now to learn how to use AI in your business to work smarter, not harder.
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:
CONNECT WITH CHRISTINE LI & MENTAYA:
Try Mentaya for free with code TGPE
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!
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:
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:
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!
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:
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:
CONNECT WITH JOSHUA SATTERLEE:
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!
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:
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:
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!
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:
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:
CONNECT WITH URIAH GUILFORD:
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!
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:
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
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CONNECT WITH DR. TRACY MASIELLO:
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!
LINKS:
Adapt and Succeed event - January 21st-23rd, 2025
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The Group Practice Exchange Programs + Courses
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CONNECT WITH PATRICK CASALE:
All Things Private Practice Podcast
CONNECT WITH GABRIELLE JULIANO-VILLANI:
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!
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.
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:
CONNECT WITH LEVEL UP LEADERS:
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!
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:
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:
CONNECT WITH JESSICA LACKEY:
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!
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:
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:
CONNECT WITH CAROL COX:
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!
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:
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:
CONNECT WITH KIMBERLY PARKER:
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!
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:
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:
CONNECT WITH AMITY COOPER:
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!