Episode 261 | Wondering How to Get More Therapy Clients? How Mid-Size Practices Can Optimize Their Client Intake Process with Uriah Guilford
Release Date: 01/29/2025
Episode 274 | Is It Really a People Problem - or a Leadership Opportunity? Busting Myths About Leadership with Adrian Koehler
The Group Practice Exchange
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...
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Episode 273 | How Student Loan Planning, HRSA Loan Repayment & Nonprofit Student Loan Forgiveness Can Fuel Practice Growth with Connor Pierce
The Group Practice Exchange
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...
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Episode 272 | Avoid the Dreaded Board Complaint: Top Clinical Risk Management Tips for Group Practices with The Working Alliance
The Group Practice Exchange
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...
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Episode 271 | Burned Out and Still Not Building Wealth? Try These Retirement Strategies and Diversifying Income Ideas for Practice Owners with Eric Miller
The Group Practice Exchange
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...
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Episode 270 | Should Group Practices Offer EMDR Training for Therapists? These are the Key Benefits You Can’t Ignore with Rachel Harrison
The Group Practice Exchange
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...
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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
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
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
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
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...
info_outlineIs 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:
- Why people drop off during the client intake process—and how to get more therapy clients by fixing this common issue.
- The dangers of overwhelming potential therapy clients with too many contact options and how to simplify for better results.
- How tracking metrics can transform your client intake process and help you make smarter decisions for your practice.
- How to leverage AI and other tools to streamline the client intake process and create a stress-free experience for therapy clients.
- Real-world lessons from Uriah’s “secret shopping” of other practices—discover what works (and what doesn’t) to improve your client intake process.
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.
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