Episode #708: Better Money Systems. feat. Randall Avery, CFP, CFA
Release Date: 11/26/2025
Abundant Practice Podcast
Allison and member Iya dive into an energizing conversation about growing a thriving therapy practice while keeping life balanced. Together, they explore raising and confidently communicating rates, attracting more aligned clients through smart, sustainable marketing, and building momentum without burnout. The session also looks ahead to what’s possible next — from scaling her practice to future course creation — as Iya steps more fully into the next phase of her career. Sponsored by Looking to switch EHRs? Try TherapyNotes® for 2 months free by using promo code...
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—features a clip from one of those sessions, recorded earlier this month. In it, we cover topics like creating group offerings without burnout, marketing workshops for children and parents, building a private practice after leaving agency or government work, niching and messaging for premium-fee practices, networking and referral relationships, SEO and website strategy, the role of Psychology Today, and how long to give marketing efforts time to work before reassessing. Watch the entire Ask Allison Live recording on our ! Sponsored by Looking to switch EHRs? Try...
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In today’s Ask Allison, we’re talking about how to reevaluate your practice as a new year approaches—and where to focus if you want real, sustainable change. We’ll cover key areas like your schedule, client population, fees, systems, and goals, so you can see what’s aligned, what’s draining you, and what might need to shift. If you’re feeling ready for change but unsure where to start, this episode is for you. You’ll learn how to reflect honestly on what’s working, identify changes you can actually control, and create a clear, manageable plan for building a...
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Allison and member Daniel discuss his next steps toward licensure and building a private practice, with a focus on women’s mental health. The conversation explores clarifying his niche, choosing aligned marketing strategies, and taking ownership of networking and outreach. We also dive into reaching specific audiences through public speaking and social media, along with early considerations around office space and long-term professional goals. Sponsored by Looking to switch EHRs? Try TherapyNotes® for 2 months free by using promo code ABUNDANT at therapynotes.com....
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In today’s Ask Allison, we’re digging into how to evaluate group practice expenses—and whether what you’re paying is actually worth it. We’ll walk through how to assess return on investment, compare your rent or percentage to the real cost of going solo, and understand the tradeoffs that come with group practice support and infrastructure. If you’re trying to decide whether your group practice expense makes sense, should be renegotiated, or is a sign it’s time to branch out on your own, this episode is for you. You’ll learn how to evaluate the numbers clearly, ask...
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Allison and member Alli discuss refining Alli’s therapy practice niche and YouTube content to better reach high-powered women seeking intensive healing work. The conversation explores how to clearly communicate the value of intensive therapy for professionals experiencing panic and anxiety rooted in unresolved childhood trauma. We also dive into messaging and elevator pitches that highlight the efficiency and depth of intensive work, helping ambitious clients understand how meaningful change can happen in a focused, time-effective way. Sponsored by Looking to switch EHRs? Try...
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In today’s Ask Allison, we’re diving into how to make networking feel natural—even if the idea of walking into a room full of strangers makes you want to bail. You’ll learn the one line that instantly breaks the ice, why wallflowers are your secret weapon, and what to do if events just aren’t your thing. Curious how to network without the awkwardness? Listen to the episode and grab the How to Not Hate Networking worksheet to make it even easier (worksheet link below). Sponsored by Looking to switch EHRs? Try TherapyNotes® for 2 months free by using promo code...
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member Molly and Allison discuss refining Molly’s therapy practice marketing strategy to better align with her depth-oriented approach and attract high-achieving, anxious women in Texas. The conversation explores website messaging, imagery, and language choices to communicate effectively with professional audiences while establishing credibility. We also dive into various marketing channels and strategies, including networking, podcast appearances, and speaking engagements, with a focus on sustainable growth and maintaining clear boundaries in client selection. Sponsored by Looking to...
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In today’s Ask Allison, we’re tackling a big one: how to start a private practice when ADHD makes organization feel impossible. The quickest way to get moving? The Getting Started Checklist. It breaks everything into clear, bite-sized steps so you can take action without the overwhelm. After that, it’s all about working with your brain, not against it—body doubling, timeboxing, EHR automations, batching, and delegating the tasks you’ll never do anyway. These simple supports keep things moving without burning you out. Bottom line: ADHD isn’t the barrier. You just need systems built...
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Allison and guest , M.A., LPC, LCMHC, RPT, sit down to talk through the common missteps therapists run into in private practice. They cover everything from setting clear financial goals to choosing marketing strategies that stay focused instead of scattered, along with how to seek the right kind of professional support as your practice grows. Jenn also shares her perspective on the importance of boundaries in day-to-day clinical work and the value of building strong professional networks. The conversation wraps with a look at Jenn’s own academic path and teaching interests, and how those...
info_outlineRandall Avery, CFP, CFA, joins me to share practical, grounded strategies for navigating the financial side of private practice. We dig into how therapists can choose fees that feel aligned, keep their business finances cleanly organized, and build the kind of financial cushion that supports both personal stability and long-term practice growth. Randall also breaks down actionable steps like identifying your ideal client population, automating retirement savings, and making thoughtful decisions about professional development so it strengthens—rather than stresses—your practice. The conversation centers on creating a financially secure, sustainable, and values-driven private practice.
Sponsored by TherapyNotes®: Looking to switch EHRs? Try TherapyNotes® for 2 months free by using promo code ABUNDANT at therapynotes.com.
Ready to fill your practice faster? Join the Abundance Party today and get 75% off your first month with promo code PODCAST: www.abundancepracticebuilding.com/abundanceparty
Learn more about today's guest here: https://www.abundancepracticebuilding.com/blog