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James & Lorinda Marland | Knowing When To Outsource In Private Practice | TPOT 130

The Practice of Therapy Podcast with Gordon Brewer

Release Date: 05/25/2020

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The Practice of Therapy Podcast with Gordon Brewer

Maureen Clancy has been a licensed therapist and trauma expert for the past 20 years, helping women go through enormous life changes who have experienced childhood trauma. In this episode, Maureen shares her journey of integrating alternative healing modalities into therapeutic practice. She discusses her exploration of various methods such as energy work, acupuncture, and Reiki alongside traditional therapy, emphasizing the holistic nature of healing. Maureen reflects on the limitations of the conventional therapeutic profession and advocates for the incorporation of alternative approaches to...

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The Practice of Therapy Podcast with Gordon Brewer

Kasey Compton is on a mission to help business owners find their entrepreneurial confidence. She went from bankrupt to Boss Babe when she took her first company from zero to three million in less than three years without ditching her life to do it. She owns three other businesses that have accumulated assets of over two million and are growing by the day.  Her superpowers include cutting through the clutter to identify a strategic starting point, increasing efficiency through systems, and tapping into a person’s highest potential. She helps others by designing maps for their...

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The Practice of Therapy Podcast with Gordon Brewer

Dr. Carney is Associate Dean for Public Health and Health Policy, and Professor of Medicine, at the Larner College of Medicine at the University of Vermont (UVM). She is Chief of the Division of Public Health at the Larner College of Medicine and directs graduate public health education.  In this episode, we cover Dr. Carney’s multifaceted approach to addressing various aspects of healthcare and public health. From guiding individuals through the maze of health information to advocating for systemic changes and collaborative efforts, Dr. Carney's insights underscore the complexity of...

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Dr. Connor McClenahan founded Here Counseling, which provides a membership model for private practice so therapists can run their own private practices independently while benefiting from group resources. Dr. McClenahan runs a private practice in Los Angeles and Pasadena and has taught, coached, and written on digital marketing for therapists. His new 100-page workbook helps therapists build a strategic marketing plan and grow their practices. In this episode, Dr. McClenahan dives into the delicate balance private practice owners face between self-doubt and sincere empathy. Advocating for a...

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The Practice of Therapy Podcast with Gordon Brewer

Cameron Schober is an LPC-S and LMFT-S in the State of Texas, primarily practicing at The Hope Place in Mansfield, TX. Cameron’s main areas of clinical focus is treating trauma using a combination of Accelerated Resolution Therapy, psychedelic-assisted integration, and postmodern therapy approaches in conjunction with psychoeducation related to trauma and it’s effects on our nervous systems as well as our lives. In this episode, we talk about Cameron's journey through the realm of therapeutic practices, navigating challenges, and embracing novel approaches to healing. From grappling with...

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The Practice of Therapy Podcast with Gordon Brewer

Carla Titus is a finance expert with over 15 years of combined corporate financial planning, analysis, strategy, and online businesses experience. She provides fractional CFO services and financial consulting to business owners looking to grow their business profitably. Her priorities for her clients are to help them grow profits, have cash in the bank, and pay themselves well so they can build personal wealth. The journey to financial success in any business requires a solid foundation and forward-thinking strategies. Carla, a seasoned financial advisor, emphasizes the critical role of...

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Dr. Liz Lasky | Adapting Private Practice for Modern Needs | TPOT 321 show art Dr. Liz Lasky | Adapting Private Practice for Modern Needs | TPOT 321

The Practice of Therapy Podcast with Gordon Brewer

This episode covers Dr. Liz Lasky's transformative shift from traditional therapy to coaching, driven by her quest for personal fulfillment and financial success. Embracing skepticism, she champions that therapists can thrive financially while providing valuable services, inspiring others to pursue their dreams. We speak about diverse opportunities for therapists, stressing the need for innovation in the evolving landscape of mental health care. She advocates for balancing roles as a business owner and entrepreneur, believing it's safe to have it all. Dr. Lasky reframes success, encouraging...

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The Practice of Therapy Podcast with Gordon Brewer

Kristie Plantinga is a mental health nerd, writer, and marketer living in Colorado. She is the founder of TherapieSEO—a marketing agency serving therapists and coaches—and —a therapist directory that vets therapists so therapy-seekers can focus on fit, not quality. When she’s not writing about mental health and dreaming up creative content strategies, Kristie can be found snuggling her multiple terriers, sipping a homemade dirty chai, and half-helping her husband cook Lebanese food. This episode is all about navigating the evolving landscape of digital marketing. Kristie emphasizes the...

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Malka Shaw | Combating Anti-Semitism: Strategies for Therapists in Private Practice | TPOT 319 show art Malka Shaw | Combating Anti-Semitism: Strategies for Therapists in Private Practice | TPOT 319

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Malka is a Licensed Clinical Social Worker in New Jersey, New York, and Florida. She has been in the mental health field for over 25 years and has successfully run her private practice for the last 15 years. In response to the events of October 7th and the ongoing situation, Malka Shaw, LCSW and Stacey Shapiro, LCSW, have co-founded the Kesher Shalom Project. This initiative, led by seasoned trauma specialists, has trained over 2000 therapists globally. Their training equips therapists with vital tools to aid Jewish clients during the conflict, covering trauma assessments, practical...

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The Practice of Therapy Podcast with Gordon Brewer

has been working for over 20 years to support individuals, groups, families, organizations, and businesses. Jason is excited to bring over two decades of work in offices, institutions, kitchens, farmers’ markets, woodlots, and boardrooms to wild new environments. Whether as a psychotherapist, the creator and founder of JourneyMen, public speaker, thought leader, or narrative consultant, Jason believes that our lives are adventurous, and we can and should be active, engaged authors of our own adventure stories! In this episode, Jason critiques the societal norms that suppress male...

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More Episodes

In this episode, James and Lorinda Marland join in speaking about outsourcing work in private practice. A virtual assistant can be used to do loads of things in your private practice. For one, a VA will help you stay connected with clients. When a potential client speaks to someone on the phone the first time they call – that’s going to be a massive win for your practice. James and Lorinda talk about other things a VA can do for your practice, such as marketing, social media, and perfecting your website. Plus, they explain how a VA can help you build relationships and sell more content.

Meet James & Lorinda Marland

James Marland is Chief Operations Officer at Move Forward Virtual Assistants with over 18 years of experience in social service and non-profit organizations. James loves the power of learning and holds a Master’s degree in Ministry and Business Administration.

Lorinda has been doing secretarial and scheduling work for over 15 years. Her experience ranges from working in small businesses to large scheduling offices. Some of those years were spent working in the medical field with Philhaven, now Philhaven Wellspan. Lorinda enjoys working with the public and using her administrative gifts to help the business grow and thrive. She brings a unique perspective to the table having not only worked doing scheduling but also managing an office. Listen to her interview on what makes it easy to onboard with a new virtual assistant and what might make it hard to start with a new practice.

Using a Virtual Assistant to Stay Connected with Clients

A virtual assistant will connect with the clients by passing along messages or just getting them in contact one-on-one with their therapist. A virtual assistant can generally do that a little quicker or maybe much quicker than the therapist. Many new clients like to get a live person on the phone – they appreciate that fact. When Lorinda first started taking calls for a therapist, she got like sixteen calls. Out of the sixteen, there were probably about four or five that she scheduled as new clients to her practice. Whereas if Lorinda hadn’t been there, the therapist wouldn’t have gotten all of those calls.

How to Utilize a Virtual Assistant

Despite COVID-19, we still have clients to see. We still have phone calls to make. We still have insurance issues to figure out. We still need marketing, podcasts, social media, webpages. It’s good to remember that even though a lot has changed, a lot hasn’t changed. You’re still a therapist, you’re running a business. How you do it now that the world has changed? We need to figure out that puzzle.

One thing a virtual assistant can do is connect with current clients.  A lot of work needs to be done to ensure that the existing clients keep coming to their sessions. The VA can spend a lot of time connecting with current clients, sending letters, checking emails, calling them, making sure they know about virtual therapy. A VA can even call the client and let them know about the missed session. Lorinda has been sending out emails, making phone calls to different referral places, and reminding clients of their appointments. She has also calls to reschedule with clients and touch base with them. Some of the clients aren’t as technology savvy. Lorinda has had clients call before their session, trying to figure out how to get into the link. Lorinda will send a message to the therapist and let the client know they are trying to enter the session while coaching the client on how to use the technology.

Building Relationships Using a Virtual Assistant

We still need to continue to build relationships with referral sources. A VA can let referrals know that you are doing teletherapy. Plus, they can find new referrals by contacting hospitals, schools, churches, and colleges. Now with everything kind of shut down, a VA can develop relationships with these referral sources because it does take time. Virtual assistants always pay off for people. The sooner you can get back with somebody, the more likely that person will go with you.

Selling Your Content with a VA

Many people have been trying to repackage their workshops, classes, paperwork packets, or some sort of online course or tool. Typically, that’s a lot of investment of time to get that going, but once it’s out there, you have it forever for marketing. So a virtual assistant can assist with social media and helping create teachable courses. They can also create blog posts for your website.

You might have an HR policy that’s out of date, or you have to review your paperwork, and it’s not really clear. A VA can help you do those types of things. It’s essential to have systems and processes in place to where things are more automated. A virtual assistant can help you bridge that gap. When we’re starting out in private practice, we’ve got a lot of time on our hands. Once you get busy and your practice starts getting full, that’s really the time to begin outsourcing and getting those things off your plate.

Keep Your Practice Running

You do have to cut hours, don’t stop because you don’t want to stop completely. Maybe you can cut back a little bit, but keep doing your process, keep the routine, try to keep your current clients. Keep running those insurance reports and verifying benefits. Keep doing those things that have kept your business successful. Because if you have to start over again, there will be a month’s worth of work piled up. It will take hours to dig out from starting over again. It’s much harder to restart. So keep some of the momentum going.

Being transparent… Some of the resources below use affiliate links which simply means we receive a commission if you purchase using the links, at no extra cost to you. Thanks for using the links!

James & Lorinda’s Resources

Move Forward Virtual Assistants

Schedule with James

Time Saved by Outsourcing

Interview Questions

Progressive Delegation Board

Other Resources

TherapyNotes.com

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Money Matters in Private Practice | The Course

G Suite for Therapists | The E-Course