The Group Practice Exchange

The Group Practice Exchange Podcast is a place for group practice owners, where we talk candidly about business ownership and leadership. From practice building tips to live coaching to real talk episodes with other group practice owners, we are the resource you have been looking for to grow your group practice.

Episode 268 | How Dietitians in Mental Health Can Elevate Client Care, and the Logistics of Building a True Multidisciplinary Therapy Team with Jamie Magdic 05/07/2025

Episode 268 | How Dietitians in Mental Health Can Elevate Client Care, and the Logistics of Building a True Multidisciplinary Therapy Team with Jamie Magdic 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 billing, legalities, and team support. If you’ve been thinking about expanding your practice beyond therapy services, this episode is packed with must-know information, especially when it comes to dietitian insurance coverage and setting up your systems for success. In this episode, you’ll learn: What makes bringing on dietitians in mental health so powerful—and why it’s a growing trend for group practice owners. The biggest surprises (and headaches) when it comes to dietitian insurance coverage and why medical billing looks very different from therapy billing. How to structure a strong multidisciplinary practice team that ensures dietitians feel supported, legally protected, and able to thrive. The often-overlooked benefits of multidisciplinary team collaboration—and how it elevates client care and boosts outcomes. What systems and experts you need in place to create a sustainable multidisciplinary therapy environment (hint: supervision, billing, and legal guidance are critical!). Tune in to the full episode now to learn exactly how to navigate bringing dietitians in mental health into your practice and unlock the true benefits of multidisciplinary team care! LINKS: Need extra support? Join , a membership community just for group practice owners. CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE: CONNECT WITH JAMIE MAGDIC: SPONSORS: : An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to for two free months! : An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month! /episode/index/show/thegrouppracticeexchange/id/36347670

Episode 267 | How to Overcome Fear of Public Speaking as a Group Practice Owner with Linda Ugelow 04/23/2025

Episode 267 | How to Overcome Fear of Public Speaking as a Group Practice Owner with Linda Ugelow 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 of public speaking—not by pushing through it, but by healing what’s underneath it. Because visibility isn’t just about you—it’s about the mission and message of your therapy group practice reaching the people who need it most. Here’s what we’re covering: Why public speaking anxiety affects so many practice owners—even those used to talking all day in session The real reason “just practicing more” doesn’t solve it (and what to do instead) Grounded, practical public speaking anxiety tricks that actually work—like EFT, visualization, and body-based rituals How unresolved stories and inner critics fuel the public speaking anxiety—and how to rewire those beliefs Why public speaking is a powerful growth lever for your therapy group practice—and how to say yes to the mic with less dread If you’ve ever thought, “I should be doing more speaking, but I can’t get past the public speaking anxiety,” this one’s for you. LINKS: Need extra support? Join , a membership community just for group practice owners. CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE: CONNECT WITH LINDA UGELOW: SPONSORS: : An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to for two free months! : An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month! /episode/index/show/thegrouppracticeexchange/id/36105910

Episode 266 | Mental Health Industry Trends in 2025: Private Equity Investment in Healthcare, Values Based Care, Mental Health Market Consolidation & More 04/09/2025

Episode 266 | Mental Health Industry Trends in 2025: Private Equity Investment in Healthcare, Values Based Care, Mental Health Market Consolidation & More 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 a landscape that’s becoming increasingly complex. In this episode, I’ll walk you through: Why post-COVID demand is up, but your referrals might be slowing down—and how that connects to shifts in the mental health market What private equity investment in healthcare actually looks like behind the scenes (hint: it’s not just about big buyouts) How the shift toward values based care could impact your reimbursement rates and clinical workflow What AI and tech disruptions really mean for day-to-day operations in group practices—and why it’s closer than you think My personal strategies for staying visible, competitive, and value-aligned in a changing mental health industry As a group practice owner myself, I know how overwhelming it can feel to watch the mental health industry trends evolve so fast. But knowledge is power—and with the right tools, collaboration, and mindset, we can adapt and lead with intention. If you want deeper support, trainings, and community around navigating the changing mental health industry, come join us inside membership. I’ve got you. LINKS: Need extra support? Join , a membership community just for group practice owners. CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE: SPONSORS: : An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to for two free months! : An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month! /episode/index/show/thegrouppracticeexchange/id/35877435

Episode 265 | The Future of Mental Health Technology: AI Tools for Therapists You Need to Know with Christine Li 03/26/2025

Episode 265 | The Future of Mental Health Technology: AI Tools for Therapists You Need to Know with Christine Li 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 billing, and the growing role of AI-driven client intake. In this episode, we cover: How AI tools for therapists are automating scheduling, billing, and documentation—so you can focus on client care The future of mental health technology and how it will shape group practice management AI for therapist notes: Can AI reduce documentation time and eliminate late-night note-taking? Data privacy concerns: How safe is mental health technology, and what should practice owners watch out for? Practical strategies for how to use AI in your business—even if you're tech-avers As AI continues to evolve, it’s becoming an essential tool for running a smoother, more profitable practice. Whether you’re excited or hesitant about the shift, staying informed is key. Tune in now to learn how to use AI in your business to work smarter, not harder. LINKS: Need extra support? Join , a membership community just for group practice owners. CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE: CONNECT WITH CHRISTINE LI & MENTAYA: with code TGPE SPONSORS: : An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to for two free months! : An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month! /episode/index/show/thegrouppracticeexchange/id/35646910

Episode 264 | Stop Doing It All! How to Grow a Therapy Practice by Building a Leadership Team 03/12/2025

Episode 264 | Stop Doing It All! How to Grow a Therapy Practice by Building a Leadership Team 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 letting go of control!), and how to empower your team to take ownership—so you can focus on growing a sustainable therapy business instead of being stuck in the day-to-day grind. Here’s what I cover: Why building a leadership team is essential if you want to scale your therapy business without working 24/7. How to delegate effectively without micromanaging—and what mistakes to avoid when learning how to grow a therapy practice. The biggest mindset shifts you need to make to step into a true leadership role in your therapy business. Practical strategies for turning clinicians into leaders (without overwhelming them) and successfully building a leadership team. How successful group practice owners use leadership structures to grow their therapy businesses sustainably. If you’ve been struggling to step back and let your team step up, this episode will give you the strategies and confidence to finally make it happen! Tune in now and learn how to grow a therapy practice by building a leadership team! LINKS: Need extra support? Join , a membership community just for group practice owners. CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE: SPONSORS: : An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to for two free months! : An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month! /episode/index/show/thegrouppracticeexchange/id/35617865

Episode 263 | Building Client Trust Boosts Retention: How to Build Rapport with Clients and Keep Them Coming Back with Josh Satterlee 02/26/2025

Episode 263 | Building Client Trust Boosts Retention: How to Build Rapport with Clients and Keep Them Coming Back with Josh Satterlee 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, designed to improve communication and build rapport with clients in a way that boosts retention. In this episode, we cover: Why building client trust is the foundation of strong retention—and how many practices unknowingly break it How to build rapport with clients using the PATCH framework (and why traditional empathy models fall short) The biggest mistakes therapists make when it comes to trust in therapy—and how to fix them Effective client retention techniques that go beyond session reminders to create deep, lasting relationships How small changes—like communication adjustments and technology integrations—can massively impact your bottom line Building client trust isn’t just a “feel-good” concept—it’s the backbone of a profitable, sustainable practice. If you’re ready to build rapport with clients, keep them engaged, and improve client retention techniques, this episode is for you. Hit play now to learn how to learn client retention techniques that work! LINKS: Need extra support? Join , a membership community just for group practice owners. CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE: CONNECT WITH JOSHUA SATTERLEE: SPONSORS: : An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to for two free months! : An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month! /episode/index/show/thegrouppracticeexchange/id/35414545

Episode 262 | Are You Tracking the Right Metrics? How to Track KPIs for Scaling Therapy Group Practice 02/12/2025

Episode 262 | Are You Tracking the Right Metrics? How to Track KPIs for Scaling Therapy Group Practice 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 at all, or set vague goals that don’t move the business forward. That’s why great therapy practice management has to start with clear, actionable KPIs that support your practice’s long-term success. In this episode, I break down: How to track KPIs that actually improve decision-making and profitability. The biggest mistakes therapy group practice owners make when setting goals. How a simple system audit can uncover hidden inefficiencies in your practice. The SMART framework for setting KPIs that drive real business growth. Why a scaling therapy group practice starts with learning how to track KPIs that matter—not just session counts. Tracking KPIs isn’t just about numbers—it’s about how to improve conversion rates, make smarter business decisions, and set up your therapy group practice for long-term success. If you’re ready to get out of the guesswork and start running your therapy group practice like a data-driven business, this episode is for you! LINKS: Need extra support? Join , a membership community just for group practice owners. CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE: SPONSORS: : An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to for two free months! : An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month! /episode/index/show/thegrouppracticeexchange/id/35090240

Episode 261 | Wondering How to Get More Therapy Clients? How Mid-Size Practices Can Optimize Their Client Intake Process with Uriah Guilford 01/29/2025

Episode 261 | Wondering How to Get More Therapy Clients? How Mid-Size Practices Can Optimize Their Client Intake Process with Uriah Guilford 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 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. LINKS: Need extra support? Join , a membership community just for group practice owners. CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE: CONNECT WITH URIAH GUILFORD: - use the code TGPE25 to get 25% off! SPONSORS: : An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to for two free months! : An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month! /episode/index/show/thegrouppracticeexchange/id/35037815

Episode 260 | Therapist Court Prep: What to Say (And Not Say) When Testifying in Court with Tracy Masiello 01/15/2025

Episode 260 | Therapist Court Prep: What to Say (And Not Say) When Testifying in Court with Tracy Masiello 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 testifying in child custody cases or helping therapists handle other legal scenarios, this episode provides a roadmap for practice owners who want to be proactive and supportive. Here’s what we cover: The ultimate therapist court prep guide for group practice owners—how to help your team review case files and clinical notes effectively. Common pitfalls therapists face when preparing to testify in court and how you, as the owner, can help them avoid over-explaining or veering into personal opinions. Building confidence in your therapists: Tips for coaching them to stay composed under pressure while testifying in court as a witness. What every group practice owner needs to know about what can a therapist say in court to stay within ethical and professional boundaries. Proactive steps you can take to help your therapist preparing to testify in court, from training to understanding the differences between direct and cross-examinations. Supporting your therapist court prep doesn’t have to feel overwhelming. With Dr. Masiello’s expert advice, you’ll have the tools to help your team approach court testimony with clarity and confidence. LINKS: Need extra support? Join , a membership community just for group practice owners. CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE: CONNECT WITH DR. TRACY MASIELLO: SPONSORS: : An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to for two free months! : An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month! /episode/index/show/thegrouppracticeexchange/id/34839885

Episode 259 | Adapt and Succeed with Patrick Casale and Gabrielle Juliano-Villani 01/01/2025

Episode 259 | Adapt and Succeed with Patrick Casale and Gabrielle Juliano-Villani Have you ever thought, “No one seems to want to work anymore”? If you’re struggling with hiring and retaining staff in your group practice, growing it might feel like an uphill battle. You’re definitely not alone! In this episode, I sit down with Patrick Casale and Gabrielle Juliano-Villani to tackle one of the biggest challenges facing group practice owners today: building a team that aligns with your mission and thrives alongside your practice. And the best part? We’re giving you a sneak peek into our , where we’ll go even deeper into these topics to help you turn challenges into opportunities. Here’s what we chat about: Why values-based recruiting is the secret to finding the right candidates. How to craft job descriptions that are clear, engaging, and set the tone for success. The role of leadership structures in boosting employee retention. Real-world struggles (and solutions!) for finding qualified candidates in today’s market. How aligning job roles with your practice’s core values leads to long-term success. This episode is packed with actionable tips to help you adapt and succeed in a constantly evolving industry. Don’t miss out—and don’t forget to join us for our , where we’ll share even more strategies to help you build a thriving group practice. LINKS: - January 21st-23rd, 2025 Need extra support? Join , a membership community just for group practice owners. CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE: CONNECT WITH PATRICK CASALE: CONNECT WITH GABRIELLE JULIANO-VILLANI: SPONSORS: : An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to for two free months! : An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month! /episode/index/show/thegrouppracticeexchange/id/34661625

Episode 258 | Managing Gen Z Employees with Level Up Leaders 12/18/2024

Episode 258 | Managing Gen Z Employees with Level Up Leaders In this episode, we dive into a topic that’s becoming more relevant than ever: managing Gen Z employees in your group practice. As a Millennial or Gen X group practice owner, you’ve probably noticed that the values, expectations, and communication styles of Gen Z employees can feel vastly different from your own. To help us better understand and navigate these differences, I’m joined by Julianne Guinasso and Poonam Natha from Level Up Leaders. We explore how generational perspectives influence workplace culture, leadership strategies, and therapist retention—and how embracing these differences can create a thriving, inclusive practice. In this episode, we cover: What Gen Z values vs. what leaders expect—and how to bridge that gap. How to co-create a workplace culture that aligns with your team’s values. Balancing transparency and authenticity while maintaining healthy boundaries. Lessons leaders can learn from Gen Z to enhance their leadership skills. Why flexibility and wellness initiatives are the secret to retaining Gen Z employees. Understanding and embracing generational differences isn’t just about making your practice run more smoothly—it’s about creating a space where every team member feels valued and supported. If you’re ready to take your leadership to the next level and learn more about managing Gen Z employees in your group practice, this episode is a must-listen! LINKS: Need extra support? Join , a membership community just for group practice owners. CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE: CONNECT WITH LEVEL UP LEADERS: SPONSORS: : An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to for two free months! : An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month! /episode/index/show/thegrouppracticeexchange/id/34288670

Episode 257 | Building Your Practice Around the Role You Want to Play with Jessica Lackey 12/04/2024

Episode 256 | Leveraging Public Speaking to Grow Your Group Practice with Carol Cox 11/20/2024

Episode 256 | Leveraging Public Speaking to Grow Your Group Practice with Carol Cox Have you ever wondered how public speaking could help grow your group practice? In this episode, I sit down with Carol Cox, founder and CEO of Speaking Your Brand®, to explore how group practice owners can leverage public speaking to enhance their visibility, build credibility, and grow their practices. Public speaking isn’t just about sharing information—it’s about creating a connection with your community, and Carol shares her proven strategies to help you do just that. Whether you’re new to public speaking or looking to refine your message, this episode is packed with actionable insights to help you create a signature talk that resonates and drives growth. In our conversation you’ll hear: Why personal stories can forge meaningful connections with your community. How to craft a presentation that aligns with your practice's mission and goals. What makes a presentation memorable and effective in the mental health field. How to prevent information overload and keep your audience engaged. Step-by-step tips for structuring, refining, and practicing your signature talk. Public speaking is a powerful tool for positioning yourself as a leader in the mental health space. It allows you to share your unique perspective, connect with potential clients and referral sources, and grow your group practice in meaningful ways. Ready to use public speaking to grow your group practice? Tune in to this episode and take the first step toward becoming an impactful speaker! LINKS: Need extra support? Join , a membership community just for group practice owners. CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE: CONNECT WITH CAROL COX: SPONSORS: : An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to for two free months! : An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month! /episode/index/show/thegrouppracticeexchange/id/33986192

Episode 255 | Continuing Education (CE) Course Creation and Approval with Kimberly Parker 11/06/2024

Episode 255 | Continuing Education (CE) Course Creation and Approval with Kimberly Parker Ever thought about turning your expertise into a continuing education course? This episode is packed with insights on how to do just that! I sat down with Kimberly Parker, the CEO of Revive to Thrive Wellness Center in Texas, who has successfully made the leap to becoming an NBCC-approved provider. We dive into her journey, the steps she took, and all the lessons she learned along the way. Whether you're new to the idea of creating CE courses or already exploring it, Kimberly’s experience offers a roadmap. From understanding the application process to mastering the marketing strategies, she breaks down what you need to know to make your courses successful and impactful for fellow mental health professionals. In this episode, we discuss: Kimberly walks us through her experience and the application process, including key steps to get approval as a provider for continuing education credits. Why having well-defined course objectives is essential for an engaging and effective learning experience. Tips on keeping your documentation in order, which not only helps with the approval process but also ensures a smooth course delivery. The importance of knowing the varying continuing education requirements for different mental health licenses and why it matters for your course content. Strategies to effectively promote your continuing education offerings. The common challenges that come with being a CE course creator. If you’re a group practice owner looking to expand your offerings and contribute to professional growth in the field, this episode will give you a solid foundation to get started. Tune in, take notes, and get ready to make an impact with your knowledge and experience! LINKS: Need extra support? Join , a membership community just for group practice owners. CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE: CONNECT WITH KIMBERLY PARKER: SPONSORS: : An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to for two free months! : An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month! /episode/index/show/thegrouppracticeexchange/id/33809307

Episode 254 | How Virtual Reality is Shaping the Future of Mental Health Care with Amity Cooper 10/23/2024

Episode 253 | Breaking the Cycle of Money Anxiety in Group Practice with Linzy Bonham 10/09/2024

Episode 253 | Breaking the Cycle of Money Anxiety in Group Practice with Linzy Bonham Does just thinking about your practice’s finances send you into a spiral of stress? You’re not alone! If the idea of numbers, budgets, and profit margins makes you want to hide under a blanket, this episode is for you. I sat down with Linzy Bonham, founder of Money Nuts & Bolts and host of the Money Skills For Therapists podcast, to dive into the financial side of running a group practice. And let me tell you—it’s a conversation every practice owner needs to hear. Linzy and I unpacked the anxieties many of us feel around money and broke it down into simple, actionable steps to take back control. Whether you’re just getting started or have been running your practice for years, you’ll find tons of tips that can help shift your money mindset and give you the tools to lead your practice confidently. Here’s what we chatted about: How the way you grew up thinking about money influences how you manage it in your practice—and what you can do to change those deep-rooted habits. The specific challenges (and yes, the perks!) that come with handling finances for a group practice. Why having a financial cushion is crucial for your practice’s stability and growth—and how to start building one, even if it feels impossible right now. How your personal experiences with money, your relationship to it as a practitioner, and how you think about it as a leader all play a role in the financial health of your practice. How to find the balance between taking care of your team and making decisions that keep your business financially strong. This episode is all about helping you rewrite your financial narrative so you can feel confident in leading your practice. If you’re ready to ditch the money anxiety and get a handle on your practice’s finances, hit play now. If you’re struggling with stagnant profits, overpaying staff, or not understanding where your money is going, the upcoming is here to help. In just three days, you’ll dive deep into your practice’s financials and walk away with clear, actionable steps to cut unnecessary costs, optimize your team’s performance, and start seeing immediate improvements in your bottom line. to learn more and take control of your profits today! LINKS: Need extra support? Join , a membership community just for group practice owners. CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE: CONNECT WITH LINZY BONHAM: SPONSORS: : An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to for two free months! : An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month! /episode/index/show/thegrouppracticeexchange/id/33306397

Episode 252 | A Real Example of Implementing Profit First with Mike Michalowicz 09/25/2024

Episode 252 | A Real Example of Implementing Profit First with Mike Michalowicz In this episode, I’m bringing back one of the most popular episodes of the podcast from all the way back in 2017—and it’s just as relevant today as it was then. I sat down with Mike Michalowicz, the mastermind behind Profit First, to explore how group practices can use his proven system to finally gain control over their business finances. Back when we recorded this, I had just discovered his book, Profit First, and was in the early stages of implementing the system into my own practice. To say it was a game-changer would be an understatement! I went from not taking a profit in my business to consistently paying myself what I deserved, and that shift happened in just a few months. In this conversation, Mike and I cover: A real profit assessment from a group practice owner (with a downloadable PDF so you can follow along). How the Profit First method can transform your practice’s financial health. The power of niching in boosting profitability. How to implement Profit First not just in your business, but in your personal life as well. It’s not just about cutting costs—Mike talks about how to increase margins too! Mike’s own experience using Profit First in his personal life, and his biggest piece of advice for anyone just getting started. If you’ve ever felt like you’re working hard but still don’t know where all the money is going, this episode is for you. If you’re struggling with stagnant profits, overpaying staff, or not understanding where your money is going, the upcoming is here to help. In just three days, you’ll dive deep into your practice’s financials and walk away with clear, actionable steps to cut unnecessary costs, optimize your team’s performance, and start seeing immediate improvements in your bottom line. to learn more and take control of your profits today! LINKS: Need extra support? Join , a membership community just for group practice owners. CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE: CONNECT WITH MIKE MICHALOWICZ: SPONSORS: : An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to for two free months! : An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month! /episode/index/show/thegrouppracticeexchange/id/33177212

Episode 251 | Strategies for Balance as a Neurodivergent Group Practice Owner with Patrick Casale 09/11/2024

Episode 250 | How to Leverage a Podcast to Grow Your Group Practice with Chanlie Leavitt 08/28/2024

Episode 249 | Are Women Group Practice Owners Facing an Unequal Playing Field? with Racheal Cook 08/14/2024

Episode 249 | Are Women Group Practice Owners Facing an Unequal Playing Field? with Racheal Cook Ever wondered why so many women pour their hearts and souls into their group practices but still find themselves struggling to hit those higher revenue marks? Unfortunately, this is an all too common occurrence. We all know that running a business as a woman comes with its own unique set of challenges, but the real question is: what can we do about it? In this episode, I sit down with Racheal Cook to pull back the curtain on the stark realities that women face in the business world—like the fact that although we own nearly half of all small businesses, we’re only generating a tiny slice of the revenue pie. But don't worry, we’re not just here to point out the problems. Racheal dishes out actionable strategies you can start using today to close that gap and take your group practice to the next level. Here’s a glimpse of what we cover in this episode: We get real about the numbers—why women own 44% of small businesses but generate only 4% of total revenue. The often-overlooked barriers women face when trying to secure funding and how to navigate around them. We discuss why understanding your financial metrics isn’t just important—it’s essential for your practice’s growth. Why building a strong, supportive network is a game-changer for your success and how to start cultivating one today. It’s time to bridge the gap—because we all deserve to see our hard work translate into the financial success we’ve earned. 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 . Talk to you next time! LINKS: CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE: CONNECT WITH RACHEAL COOK: SPONSORS: : An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to for two free months! : An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month! /episode/index/show/thegrouppracticeexchange/id/32550737

Episode 248 | Turning Private Practice Income into Wealth with Ryan Derousseau 07/31/2024

Episode 248 | Turning Private Practice Income into Wealth with Ryan Derousseau Have you ever been stressed about losing income while you’re away from your practice? If that sounds familiar, it’s probably time to think about turning your group practice income into lasting wealth. That’s why I sat down with Ryan Derousseau from Thinking Cap Financial to explore the essential topic of financial planning for group practice owners. While income keeps the day-to-day operations running, true wealth comes from investing that income wisely. Shifting your focus from just earning, to strategically investing can provide long-term financial security and even allow you to take time off without worry. If you're stuck in the cycle of client work, this episode is a must-listen! During our chat, we dive into: The difference between generating income and building wealth in a group practice. Strategies for investing income, including stock market, real estate, and business ventures. The significance of transitioning from client work dependency to strategic business management. The first steps you can take to begin turning your practice income into wealth. Resources for further guidance on wealth building and financial management. This episode is brimming with practical advice to help you build a sustainable future for your practice. 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 . Talk to you next time! LINKS: CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE: CONNECT WITH RYAN DEROUSSEAU: SPONSORS: : An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to for two free months! : An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month! /episode/index/show/thegrouppracticeexchange/id/32337762

Episode 247 | Diversifying Services in Today's Market with Dr. Ajita Robinson 07/17/2024

Episode 247 | Diversifying Services in Today's Market with Dr. Ajita Robinson In today’s market, it’s more crucial than ever for us group practice owners to think like CEOs and differentiate our services. But that’s often easier said than done - especially if you’re not sure where to start. In this episode, I chatted all about this with Dr. Ajita Robinson, a licensed clinical professional counselor who specializes in grief and trauma, and an income strategist for therapists. We explored the critical need for diversifying mental health services in the post-COVID era. Dr. Robinson provided invaluable insights on transitioning from a practitioner mindset to a CEO mindset, the importance of increasing marketing touch points, and the advantages of building B2B relationships. If you're interested in expanding and diversifying services in your practice, you won't want to miss this conversation where we talk about: Why we need to shift from a practitioner mindset to a CEO mindset to create a sustainable practice Increasing marketing touch points to reach a broader audience How to interpret and pivot based on qualitative data Why having a digital footprint for your practice has become more crucial than ever Building business-to-business relationships to expand service offerings Examples of types of partnerships for diversifying services Tune in to this episode to gain practical tips and strategies that can help your practice and thrive in the evolving landscape. 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 . Talk to you next time! LINKS: Connect with Maureen Werrbach & The Group Practice Exchange: Connect with Dr. Ajita Robinson: This episode is sponsored by . 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 /episode/index/show/thegrouppracticeexchange/id/32147962

Episode 246 | Increasing Staff Retention with Shelli Warren 07/03/2024

Episode 246 | Increasing Staff Retention with Shelli Warren In recent years, retaining top talent has become more challenging than ever for group practice owners. The hard truth? Your staff are likely leaving because they no longer feel connected to you or their work. So, how can you keep your team engaged and committed to your practice? In this episode, I sit down with Shelli Warren, a seasoned team and leadership coach, to uncover the secrets of offering your staff a career, not just a job. Shelli brings a wealth of knowledge on creating meaningful career paths, even in smaller group practices, and emphasizes the importance of fostering a deep sense of connection among your employees. We'll explore the unique challenges group practice owners face, especially with the surge in telehealth, and provide actionable strategies to keep your staff motivated and engaged. Join our conversation to hear about: How the rise of telehealth has impacted staff dynamics and what you can do about it. The importance of offering meaningful career opportunities, not just jobs, to enhance staff retention. Strategies to help your employees feel genuinely connected to their roles and your practice. Why it’s important to educate staff on the complexities of running a group practice. Suggestions for maintaining leadership visibility and why that has an impact on staff morale. Tools and techniques for fostering career growth within your team. Don't miss out on this invaluable conversation filled with insights and resources designed to help you retain your top talent and create a thriving, connected workplace. 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 . Talk to you next time! Resources mentioned in this episode: Connect with Maureen Werrbach & The Group Practice Exchange: Connect with Shelli Warren: This episode is sponsored by . 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 /episode/index/show/thegrouppracticeexchange/id/31987447

Episode 245 | Are Insurance Companies Taking Over Mental Health Practices? Here's What You Need to Know 06/19/2024

Episode 245 | Are Insurance Companies Taking Over Mental Health Practices? Here's What You Need to Know Have you ever wondered how the acquisition of mental health practices by insurance companies might affect your practice? In this episode, I dive into the trend of insurance companies acquiring mental health practices. I share insights on the implications of this trend for small independent practices, discussing potential impacts on patient choice, care quality, and healthcare costs. This trend has profound implications for our field, and understanding it is crucial for staying ahead in the ever-evolving landscape of mental health care. Join me to learn more about: The trend of insurance companies acquiring mental health practices and it’s implications. Potential impacts on patient choice, care quality, and healthcare costs. Regulatory aspects surrounding these acquisitions. Forecasting continued consolidation in the mental health industry. Tips and recommended resources help you stay informed on this topic and conduct your own continued research. The trend of insurance companies acquiring mental health practices is a significant development in our industry. By staying informed and proactive, we can navigate these changes effectively and continue to provide high-quality care to our patients. 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 . Talk to you next time! Resources mentioned in this episode: Connect with Maureen Werrbach & The Group Practice Exchange: This episode is sponsored by . 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 /episode/index/show/thegrouppracticeexchange/id/31779282

Episode 244 | Integrating Psychedelic-Assisted Therapy Into Your Practice with Christopher Brown 06/05/2024

Episode 244 | Integrating Psychedelic-Assisted Therapy Into Your Practice with Christopher Brown Ever wondered how psychedelic-assisted therapy is reshaping mental health treatment? In this episode, I dove into the transformative realm of psychedelic-assisted therapy with the incredible Christopher Brown. As a social worker and military veteran, Christopher brought a wealth of knowledge from his transition from the VA to his own private practice, where he's pioneering in this field of mental health treatment. Our conversation was a deep dive into the intricacies of integrating psychedelic-assisted therapy into a group practice. We explored the legalities, the ethical considerations, and the compelling research that's changing the way we look at treatments, especially for conditions like PTSD. Join us to hear more about: Christopher’s transition from the VA to private practice and how his military service informs his work in psychedelic-assisted therapy. The current research and the growing evidence base for treatments like MDMA-assisted therapy for PTSD. The complex legal and ethical issues surrounding the use of psychedelics in therapy. The importance of understanding and adhering to current laws to safely integrate these therapies into practice. Steps therapists can take to receive specialized training in psychedelic-assisted therapy. My discussion with Christopher was not just informative but also a clarion call to group practice owners. The potential of psychedelic-assisted therapy is immense, and as we navigate this new terrain, it's essential to do so with diligence, respect for the law, and a commitment to the highest ethical standards. 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 . Talk to you next time! Resources mentioned in this episode: Connect with Maureen Werrbach & The Group Practice Exchange: Connect with Christopher Brown This episode is sponsored by . 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 /episode/index/show/thegrouppracticeexchange/id/31585632

Episode 243 | How to Instill Clinical Confidence in Your Therapists with Shannon Heers 05/22/2024

Episode 243 | How to Instill Clinical Confidence in Your Therapists with Shannon Heers Have you ever wondered how to empower therapists in your group practice, especially those who are just starting out or are provisionally licensed? In this episode, I had the honor of chatting with Shannon Heers, an Approved Clinical Supervisor and founder of Firelight Supervision, about boosting the confidence of therapists. In our conversation, we discussed the challenges that come with being new in the field or working under provisional licenses and how these can impact a therapist's confidence. Shannon, with her expertise from Firelight Supervision, shared invaluable strategies for overcoming these hurdles. Here are some of the key takeaways from our discussion: How common it is for therapists, particularly those new to the profession, to experience imposter syndrome. The need to differentiate between actual competence and the feeling of confidence, providing strategies to manage these doubts. The importance of offering supervision that helps therapists grow and feel more secure in their abilities. Steps that group practice owners can take to cultivate a nurturing environment that encourages therapists to develop resilience and confidence. Practical tips for therapists to build their confidence, including self-reflection, seeking feedback, and engaging in continuous learning. This episode was a treasure trove of insights for any group practice owner looking to empower their therapists. Remember, creating a supportive environment is key to fostering growth and resilience in your team. 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 . Talk to you next time! Resources mentioned in this episode: Connect with Maureen Werrbach & The Group Practice Exchange: Connect with Shannon Heers: This episode is sponsored by . 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 /episode/index/show/thegrouppracticeexchange/id/31388122

Episode 242 | All Things Medicare: Credentialing, Billing, and Audit Proof Documentation with Gabrielle Juliano-Villani 05/08/2024

Episode 242 | All Things Medicare: Credentialing, Billing, and Audit Proof Documentation with Gabrielle Juliano-Villani Are you overwhelmed by the idea of taking Medicare in your group practice? You’re definitely not alone - so many group practice owners don’t accept Medicare because they’re confused about billing, CPT codes, Medicare documentation requirements, or need help streamlining their billing to maximize profits. That’s why in this episode, Gabrielle Juliano-Villani and I talk about all the ins and outs of integrating Medicare into a group practice. We explored the potential hurdles and advantages, equipping you with the knowledge needed to make informed decisions about accepting Medicare. Here's a rundown of what we covered: Medicare basics: We started by breaking down the basics of Medicare, including who it serves and how it operates. Administrative considerations: Gabrielle provided insights into the administrative side of Medicare, such as enrollment processes and compliance requirements. Clinical implications: We discussed the clinical implications of accepting Medicare, including how it affects client care and therapist workload. Aligning with practice vision: Gabrielle gave an overview of how to assess if accepting Medicare aligns with your practice's mission and values. This episode is one you don’t want to skip if you’ve been considering accepting Medicare in your group practice. 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 . Talk to you next time! Resources mentioned in this episode: Connect with Maureen Werrbach & The Group Practice Exchange: Connect with Gabrielle Juliano-Villani: This episode is sponsored by . 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 /episode/index/show/thegrouppracticeexchange/id/31151853

Episode 241 | What Does It Mean to Be a Visionary Group Practice Owner? 04/24/2024

Episode 241 | What Does It Mean to Be a Visionary Group Practice Owner? Have you ever wondered what it takes to be a visionary leader in your group practice? In today’s episode, I dove into this very topic by sharing an article from the first issue of The Visionary magazine, our new quarterly magazine that's crafted specifically for us—the innovators and forward-thinkers of the mental health group practice world. As I review the article, I explore the core attributes of visionary leadership and how we can use this perspective to revolutionize our practices. Join me to be inspired to tap into your own visionary potential, and learn about topics like: What it means to be a visionary leader in the mental health industry. Strategies for shaping the future of our practices with innovative thinking and foresight. The importance of inspiration and how it can empower us as leaders. My personal reflections and advice on embracing your visionary potential. I believe that each one of us has the capacity to be a visionary leader. It's my hope that it will help you harness your visionary abilities and understand the pivotal role you play in shaping the future of mental health group practice. 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 . Talk to you next time! Resources mentioned in this episode: Connect with Maureen Werrbach & The Group Practice Exchange: This episode is sponsored by . 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 /episode/index/show/thegrouppracticeexchange/id/30939158

Episode 240 | Leveraging Kolbe A™ Index for Enhanced Team Dynamics with Niki Ramirez 04/10/2024

Episode 240 | Leveraging Kolbe A™ Index for Enhanced Team Dynamics with Niki Ramirez Have you ever wondered how understanding your team's instinctive problem-solving styles could transform your leadership and enhance collaboration? In this episode, I had a conversation with Niki Ramirez from HR Answers about just that. We explored the Kolbe A™ Index and its impact on group practice leadership teams. Join our conversation to learn more about: The essence of the Kolbe A™ Index and how it identifies our natural instincts for taking action. An overview of the four action modes defined by the Kolbe A™ Index that influence our problem-solving approaches. Personal reflections on our own Kolbe results and the insights gained from them. The benefits that group practice owners can reap by acknowledging and valuing the diverse instinctive strengths of their teams. Nikki's expert advice on how to effectively integrate Kolbe assessments into team development for a more inclusive and dynamic work environment. My chat with Nikki was not only insightful but also a testament to the power of embracing the unique talents within our teams. I'm convinced that leaders who leverage tools like the Kolbe A™ Index are well on their way to fostering a more collaborative and successful practice. 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 . Talk to you next time! Resources mentioned in this episode: Connect with Maureen Werrbach & The Group Practice Exchange: Connect with Niki Ramirez and HR Answers: This episode is sponsored by . 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 /episode/index/show/thegrouppracticeexchange/id/30650718

Episode 239 | From Goals to Action: Structuring Leadership Meetings for Tangible Results 03/27/2024

Episode 239 | From Goals to Action: Structuring Leadership Meetings for Tangible Results Have you been diligently tracking metrics and setting goals for your practice, but are still stuck not seeing visible results? In today's episode I took a deep dive into how to actually get your team to take action to make progress toward your practice’s goals. Because success doesn’t come from setting goals or tracking metrics; it comes as the result of the actions we take based on the information we gather. In this episode, I focus on the importance of action in achieving our objectives as group practice owners. I discussed the significance of leadership meetings, not just as a formality, but as a platform to celebrate our successes, assess our journey, and activate our team for action. I also explain the need to distill our larger goals into smaller, more manageable tasks, setting quarterly and biweekly milestones to keep us on track. If you have some big goals for your group practice that you’re ready to set in motion, join me to learn more about: The role of action in driving tangible progress and results within a group practice Sharing an effective structure of leadership meetings that result in action taking How to regularly assess where your team stands in relation to practice goals to help maintain focus and direction Exploring the concept of breaking down large goals into smaller, manageable steps in your practice Examples of how a practice might use their accountability tracker including examples of yearly goals, quarterly goals, and biweekly action items Remember that setting goals is just the beginning. It's the consistent, deliberate actions we take that will lead you to success in your group practice. Let's keep moving forward, one step at a time! 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 . Talk to you next time! Resources mentioned in this episode: Connect with Maureen Werrbach & The Group Practice Exchange: This episode is sponsored by . 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 /episode/index/show/thegrouppracticeexchange/id/30552253

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