227: How to Manage Difficult Clients and Help Guide Them to a New Home
Release Date: 11/12/2024
The Clinical Entrepreneur
Think free downloads are outdated? Think again. One small, helpful resource can completely change how people see your practice - and how easy it is for them to say “yes” to working with you. In this episode of The Clinical Entrepreneur, I’m walking you through exactly how to create and use free resources (without the marketing lingo, tech overwhelm, or perfectionism). We’re talking checklists, mini-guides, or short videos that solve one small problem and make a big impact. Here’s What You’ll Learn in This Episode: ✅ What a free resource actually is (and why I’m ditching...
info_outlineThe Clinical Entrepreneur
Ever feel like social media is a full-time job you never signed up for? 🙃 Between trying to come up with content, writing posts, creating graphics, recording videos, and showing up consistently… it’s enough to make you want to toss your phone into a lake. But here’s the thing: like it or not, your social media is often the first impression people have of your business. And if your last post was 18 months ago, it might be sending the wrong message. 😬 The good news? You don’t have to be glued to your screen 24/7 to have a professional, engaging online presence. In this episode,...
info_outlineThe Clinical Entrepreneur
Let’s be honest - your website and social media might be due for a glow-up. If it’s been collecting digital dust or just doesn’t reflect how amazing you are, this is your nudge to finally make it happen. Because here’s the truth: your online presence is often the first impression potential patients get. And if it’s cluttered, unclear, or outdated, they’re probably bouncing before they ever book. But don’t stress! This episode is your no-overwhelm guide to creating a website and social media presence that actually works for you - not against you. In this episode, I’m breaking...
info_outlineThe Clinical Entrepreneur
I’ll admit it - I was the biggest roadblock in my own business. When I asked my team what wasn’t working, all roads led straight back to me. And honestly? It stung. But it also revealed the exact places where I needed to step back, delegate, and stop micromanaging. And here’s what I realized: Most wellness practitioners - whether they have a team or are working solo - are the biggest bottlenecks in their own business. Why? Because we care. A lot. 👉We think, “No one will do this as well as I do.” 👉We tell ourselves, “It’s just faster if I handle it myself.” 👉We worry,...
info_outlineThe Clinical Entrepreneur
Are you playing it too safe in your practice? Trying to help everyone with everything - afraid to draw a line in the sand? Here’s the truth: If you don’t take a stand, you’ll blend into the background. And in today’s crowded wellness space, that’s the last thing you want. Think about the most well-known leaders in our field. They all have something in common: They’re not afraid to plant their flag. Whether it’s advocating for whole food nutrition, rejecting synthetic supplements, or challenging mainstream health narratives, these practitioners have built authority and trust by...
info_outlineThe Clinical Entrepreneur
Ever had a patient disappear into thin air? One minute, they’re all in, excited about their treatment plan, and the next - GHOSTED. No calls, no follow-ups, no explanation. 🙄 If you’ve ever found yourself wondering, “Was it me? Was it the cost? Did I say something weird?” - take a deep breath. It’s not just you, and it’s (probably) not about money. Patients don’t drop off because they don’t want to get better… they drop off because they don’t know what to expect. When your patients feel uncertain about the journey ahead - when they don’t understand the process, the ups...
info_outlineThe Clinical Entrepreneur
Have you ever noticed that once your patients start feeling a little better….. POOF - they vanish into thin air before they reach their full health potential? Or maybe you find yourself giving the exact same recommendations over and over (and over) again? 😵💫 Listen friend, it’s time to stop reinventing the wheel and start building a repeatable, results-driven patient program that puts what your do on autopilot, saves you time, increases patient compliance, and, let’s be real, adds a little extra 💰 to your bank account. In this episode, I’m walking you through my 7-step...
info_outlineThe Clinical Entrepreneur
If you’ve ever hired someone thinking they were a total rockstar only to realize later that they were actually a walking disaster - oh, friend, you are not alone. In addition to my coaching and clinical training biz for wellness practitioners, I have another ‘side gig’ that’s a brick and mortar business in Seattle. And as it turns out, finding the right people has been harder than I thought. After going through eight employees in 11 months (yes, you read that right), I’ve learned some major lessons about leadership, hiring, and how NOT to let a business turn into a therapy...
info_outlineThe Clinical Entrepreneur
If creating content makes you want to scream into a pillow or run in the opposite direction, you’re not alone. 🤯 You sit down, determined to finally post something, and then… you draw a blank. Your mind sounds like crickets (is that even a thing?). What should you talk about? What do your patients want or need to know? And why does everyone else make it look so EASY? But what if I told you that you could create an entire month’s worth of content in just ONE hour? No overthinking, no stressing, no wasting hours staring at a blank screen. Yep, that’s exactly what we’re talking about...
info_outlineThe Clinical Entrepreneur
Raise your hand if your to-do list looks more like a never-ending black hole. 🙋♀️ You start the day ready to serve your patients… but before you know it, you’re buried under emails, invoices, supplement orders, reschedules, and, oh yeah, actually seeing patients. And by the time 7 PM rolls around? You’re still at your desk, wondering when you’ll ever get your life back. Friend, it’s time for a serious reality check: You do NOT have to do it all yourself. A Virtual Assistant (VA) is your new business bestie who can handle alllll the admin things so you can finally focus on...
info_outlineEver had a gut feeling that a certain patient might not be the best fit for you? Yep, we’ve all been there! In this episode of The Clinical Entrepreneur, we’re diving deep into the art of spotting, managing, and - when needed - letting go of those clients who just aren't the right match for your practice.
It’s not always easy, but saying “no” can be the best thing for your business and your sanity! 💆♀️ Let’s get into the nitty-gritty of why you may need to release a client back “into the wild” and how doing so can actually help you make space for the right people to come through your doors.
We’re covering:
✅ How to spot early warning signs that a prospective patient isn’t a good fit
✅ Key screening questions to help “weed out the crazy” (yes, that’s a thing!)
✅ Why setting boundaries is key to a happy, stress-free practice
✅ Tips for gracefully saying “no” without burning bridges 🔥
✅ The importance of networking with other practitioners to create a referral system
You’ll leave this episode feeling empowered to take control of your patient relationships, maintain a happy office, and protect your time and energy for the clients who truly align with you. 🙌
Here’s What You’ll Learn:
✨ Red flags to watch for during initial consultations - From unrealistic expectations to “Dr. Google” diets, I’ll teach you how to spot those early indicators that a patient may not be the best match for your style of practice.
✨ How to protect your time and energy - Let’s face it, life’s too short to be dealing with patients who drain your energy and don’t follow through. Learn how to set boundaries and keep your practice running smoothly.
✨ Network with local practitioners - Build a referral network so you can confidently release patients who aren’t a good fit and direct them to someone who might be better suited to their needs.
✨ It’s okay to say no! - Remember, when you say yes to the wrong person, you’re saying no to someone who might actually be your ideal client. Learn to embrace the power of “no” in a way that feels compassionate and aligned with your mission.
Key Takeaways:
1️⃣ Set clear boundaries early on: From screening calls to managing expectations, nip potential conflicts in the bud by setting clear expectations from day one. ✨
2️⃣ Don’t be afraid to say no: It's not just about preserving your peace, it’s about ensuring that you have space for the patients who truly need your unique approach. 💯
3️⃣ Develop a referral system: Not everyone is a fit for you - and that’s okay! Having a solid network of practitioners for referrals means you can feel good about sending patients where they’ll thrive. 👥
4️⃣ Trust your gut: If something feels off during your initial meeting with a patient, it probably is. Your intuition is often your best guide when it comes to managing client relationships. 🙌
Why It Matters:
Saying no to difficult clients isn’t just about avoiding stress - it’s about creating a space in your practice for the clients who will benefit most from your care. By setting boundaries, creating a referral system, and trusting your gut, you’ll build a thriving practice that brings you joy and serves your clients at the highest level.
Here’s where you can find the support you need:
🌐 Clinical Business Academy - A coaching program for wellness practitioners that is unlike anything you’ve ever done before. You’ll learn how to grow a successful practice on your terms - the way that works for you. CBA is a combination of practical business training (the kind you didn’t get in grad school), gentle accountability, and an encouraging community of wellness practitioners who are all working toward the same goals: to serve more people and increase their income. Now is the perfect time to say yes to yourself and your business by joining Clinical Business Academy! Click on the link above and schedule a call with me - I can’t wait to help you become another CBA success story!
🔗 Clinical Mastery Facebook Group - Are you looking for a safe place to ask clinical questions without feeling judged? I’ve got you, friend! Join a community of like-minded practitioners who are eager to help with practical clinical tips, guidance, and product recommendations for wellness practitioners! I hope to see you there!
Subscribe & Review
Watch this episode here! If you loved this episode, don’t forget to subscribe and leave a review! 💖 Your feedback means the world to me and helps me create the content you want to hear.