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Episode 238 | Implementing The Accountability Equation™ with Abby Morgan

The Group Practice Exchange

Release Date: 03/13/2024

Episode 269 | Feeling the Referral Slowdown? Here’s How to Get More Therapy Clients and Boost Therapy Referrals show art Episode 269 | Feeling the Referral Slowdown? Here’s How to Get More Therapy Clients and Boost Therapy Referrals

The Group Practice Exchange

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...

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Episode 268 | How Dietitians in Mental Health Can Elevate Client Care, and the Logistics of Building a True Multidisciplinary Therapy Team with Jamie Magdic show art Episode 268 | How Dietitians in Mental Health Can Elevate Client Care, and the Logistics of Building a True Multidisciplinary Therapy Team with Jamie Magdic

The Group Practice Exchange

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...

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Episode 267 | How to Overcome Fear of Public Speaking as a Group Practice Owner with Linda Ugelow show art Episode 267 | How to Overcome Fear of Public Speaking as a Group Practice Owner with Linda Ugelow

The Group Practice Exchange

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...

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Episode 266 | Mental Health Industry Trends in 2025: Private Equity Investment in Healthcare, Values Based Care, Mental Health Market Consolidation & More show art Episode 266 | Mental Health Industry Trends in 2025: Private Equity Investment in Healthcare, Values Based Care, Mental Health Market Consolidation & More

The Group Practice Exchange

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...

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Episode 265 | The Future of Mental Health Technology: AI Tools for Therapists You Need to Know with Christine Li show art Episode 265 | The Future of Mental Health Technology: AI Tools for Therapists You Need to Know with Christine Li

The Group Practice Exchange

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...

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Episode 264 | Stop Doing It All! How to Grow a Therapy Practice by Building a Leadership Team show art Episode 264 | Stop Doing It All! How to Grow a Therapy Practice by Building a Leadership Team

The Group Practice Exchange

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...

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

The Group Practice Exchange

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,...

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Episode 262 | Are You Tracking the Right Metrics? How to Track KPIs for Scaling Therapy Group Practice show art Episode 262 | Are You Tracking the Right Metrics? How to Track KPIs for Scaling Therapy Group Practice

The Group Practice Exchange

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...

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

The Group Practice Exchange

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...

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

The Group Practice Exchange

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...

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More Episodes
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