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 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

Episode 238 | Implementing The Accountability Equation™ with Abby Morgan 03/13/2024

Episode 238 | Implementing The Accountability Equation™ with Abby Morgan Have you ever wondered what it looks like to tackle implementing accountability in a growing group practice? In this episode, I had a conversation with Abby Morgan, a fellow group practice owner who attended The Accountability Equation™ Accelerator in October. We dove deep into the complexities of instilling accountability within her expanding team at Sea Level Counseling & Wellness. In our discussion, Abby opened up about the hurdles she's facing as her practice grows and roles within her practice change. We explored the critical role of clearly defining leadership roles and the shared responsibilities that come with them, particularly in the hiring process. This episode is a must-listen for anyone looking to enhance team performance and accountability through proactive communication and strategic leadership. Join us to hear our chat where we covered: The significance of clear role definitions within a leadership team to ensure everyone knows their responsibilities. Strategies for effective hiring processes that align with your practice's accountability standards. The benefits of leadership rotation in promoting empathy and collaboration among team members. Emphasis on proactive communication and collaboration in addressing accountability issues. Abby's pledge to keep accountability discussions at the forefront, recognizing their importance for sustainable growth. This conversation with Abby was incredibly insightful, highlighting that as leaders, we must be intentional about fostering a culture of accountability. It's not just about growth; it's about growing right. Remember, a team that understands their roles and responsibilities is a team that can thrive. 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: About Abby Morgan: Abby Morgan started her career in inpatient and community mental health after earning her Master of Social Work from Virginia Commonwealth University. With a passion for connecting with individuals with chronic mental illness, she later transitioned to private practice and outpatient clinics, where she witnessed the communication gaps among treatment providers and the neglect of work-life balance. In 2019, Abby founded Sea Level Counseling and Wellness with the mission of providing comprehensive trauma-informed services under one roof. Starting with a 1200 sq ft office and 1 employee, Sea Level Counseling and Wellness has grown to a 5100 sq ft space with 13 staff and 4 clinical partners, all trained in EMDR therapy. Looking ahead, Abby aims to establish a non-profit arm and expand community involvement through workshops and corporate wellness initiatives. Connect with Abby Morgan: 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/30328688

Episode 237 | The First Steps to Accountability Mastery 02/28/2024

Episode 237 | The First Steps to Accountability Mastery Do you want to create a culture of accountability within your group practice, but not sure exactly where to start? In this episode, I share what true accountability looks like in your practice, and the first steps to take to begin setting up effective accountability practices. I explore how accountability is not just about keeping track of tasks, but about building a system that supports your team and your business. If you’re ready to take the first step to a thriving practice, join me to learn more about: The importance of accountability in organizational culture and change management The five essential components of the accountability equation and the significance of each step in creating a holistic accountability structure Strategies for fostering effective communication, increasing engagement, and promoting teamwork Tips for managing roles and responsibilities within your practice Steps you can take right now to begin creating a culture of clarity, collaboration, and success As you listen to this episode, I encourage you to take a moment to reflect on your own accountability structures. Are they serving you and your team effectively? If not, I invite you to to assess your accountability needs and consider joining our . Remember, the accountability equation is more than a tool—it's a pathway to fostering a culture of clarity, collaboration, and growth 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: 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/30116833

Episode 236 | Why Your Outward Achievements Don’t Soothe Inner Emptiness with Kasey Compton 02/14/2024

Episode 236 | Why Your Outward Achievements Don’t Soothe Inner Emptiness with Kasey Compton Have you ever experienced a time when achieving success didn't lead to the fulfillment and joy you sought? In this episode, I have a heart-to-heart with Kasey Compton, a therapist, self-love advocate, and accomplished entrepreneur who has led four thriving businesses, propelling her mental health practice into multi-million-dollar territory. We chat about her latest book "In Search of You", which mirrors Kasey's personal quest for meaning beyond success. During our conversation, we uncover how her journey of self-discovery has enriched both her business and personal life. Here's a snapshot of what we covered in our conversation: Kasey opens up about the life experiences that led her to write "In Search of You," sharing her path as a high-achieving woman in search of something more fulfilling. The importance of self-love and introspection when it comes to achieving fulfillment amidst the pursuit of success. We delve into the core message of the book, which encourages women to embark on their own journeys of self-discovery to find deeper satisfaction in life. Kasey’s approach to writing the book, including the challenges she faced and how she overcame them to bring her story to the page. It was truly inspiring to hear Kasey's story and her mission to empower other women through her writing. If you're on a quest for personal fulfillment or know someone who is, I encourage you to read Kasey’s book "In Search of You". Remember, it's not just about what you achieve, but who you become in the process. 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 Kasey Compton: 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/29922303

Episode 235 | The Top 10 Mistakes That I've Made as a Group Practice Owner 01/31/2024

Episode 235 | The Top 10 Mistakes That I've Made as a Group Practice Owner Have you ever wondered what mistakes you might be making in your group practice? I'm no stranger to the challenges that come with running a group practice. Trust me, I've made my fair share of blunders along the way. In this episode, I get real with you about some of the less glamorous sides of group practice ownership as I share the top ten mistakes that I’ve made as a group practice owner. I also tell you all about the insights and lessons I've learned so you can sidestep these common pitfalls. Here are some of the key topics I dive into: The importance of having clear systems and processes in place Learning to delegate and not micromanage your team The significance of consistent and effective communication Understanding the financial aspects of running a group practice Recognizing the value of investing in your staff's development Navigating the complexities of marketing a group practice So if you want to learn from my experiences (the good, the bad, and the ugly), then this episode is a must-listen. I promise it's packed with value and maybe even a few laughs at my expense. My hope is that by sharing my own missteps, you'll be able to navigate the management of your group practice with greater confidence and success. Because on our leadership journey, we’ll all make mistakes, but it's how we learn from them that truly counts. 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/29599873

Episode 234 | Transforming Out-of-Network Therapy Reimbursements with Mentaya 01/17/2024

Episode 234 | Transforming Out-of-Network Therapy Reimbursements with Mentaya Calculating insurance benefits and submitting insurance claims can often be a major pain point for both clients and group practice owners. But not anymore! I am so excited to share a new tool that I’ve been using to take this burden off our shoulders: Mentaya. In this episode, I had the pleasure of chatting with Christine Li, the founder and CEO of Mentaya. We delved into how Mentaya’s features, like the instant benefits calculator and automated claim submission, are revolutionizing the reimbursement process, making it easier for therapists to manage private pay clients and for clients to get reimbursed. If you’re looking to streamline the claim submission process for your practice, you won’t want to miss this episode. Here's a snapshot of what we covered in our conversation: Christine shared her transition from Google to founding Mentaya, driven by a desire to make mental health care more accessible and manageable. How Mentaya’s platform is designed to alleviate the administrative burden on therapists and clients dealing with out-of-network benefits. Highlighting how Mentaya's instant benefits calculator and automated claim submission service streamlines the reimbursement process. I share my own experience with Mentaya in my practice, noting how it has positively impacted my ability to attract and retain private pay clients. Christine's work with Mentaya is a testament to the power of innovation in making therapy more accessible and less daunting for everyone involved. Don't forget to take advantage of the promo code for your free trial and experience the difference for yourself! 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: with code “TGPE” 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/29498158

Episode 233 | Lead The Way In Group Practice Innovation as a Visionary 01/03/2024

Episode 233 | Lead The Way In Group Practice Innovation as a Visionary Have you ever wondered what it takes to be a visionary leader in group practice? In this episode, I dive deep into the transformative power of visionary leadership in group practice. I walk you through the shift from being clinician-centric to becoming a visionary at the helm of your business, explore the hurdles you might face in staying true to your visionary path, and highlight the immense benefits that visionary leadership can bring to your business's growth and your team's cohesion. Here are the key topics I covered in this episode: The transition that leaders need to make from focusing solely on clinical work to adopting a broader, visionary approach to running their practices. Common challenges that come with maintaining a visionary focus, including balancing day-to-day operations with long-term strategic planning. The positive impact of visionary leadership on business performance, including improved decision-making, innovation, and team engagement. Introduction of Visionary Magazine, a publication dedicated to empowering group practice leaders to think and act like visionaries. Sharing how I prioritize and structure time for visionary work. By nurturing your role as a visionary, you'll be better equipped to inspire your team and steer your practice toward a future filled with success and fulfillment. Remember, being a visionary isn't just about having a dream; it's about making that dream a reality for you, your team, and 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! 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/29313973

Episode 232 | Navigating Subpoenas and Testimony in Mental Health Care with Tracy Masiello 12/20/2023

Episode 232 | Navigating Subpoenas and Testimony in Mental Health Care with Tracy Masiello Have you ever received a subpoena and weren’t quite sure how to handle it? In this episode, I had the pleasure of interviewing Dr. Tracy Masiello, a group practice owner and certified mediator, about handling subpoenas as a group practice owner. We discussed the importance of clear policies, procedures, and training for clinicians to effectively manage subpoenas. Dr. Masiello also debunked subpoena myths, explained the consequences of ignoring subpoenas, and provided guidance on how to respond to them. Join us to learn more about: The importance of having clear policies, procedures, and training in place for handling subpoenas in a group practice setting. Debunking common myths surrounding subpoenas and clarifying the consequences of ignoring them. Guidance on how to respond to subpoenas effectively and ethically. Understanding the ethical considerations when testifying or sharing client records. The difference between being a fact witness and an expert witness in legal proceedings. If you're a group practice owner or clinician, this episode is a must-listen for valuable insights on managing subpoenas. Don't forget to check out the resources shared by Dr. Masiello for further learning and support. 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/29137298

Episode 231 | Going Beyond Therapy [Rerelease] 12/06/2023

Episode 231 | Going Beyond Therapy [Rerelease] Have you ever considered expanding the services offered in your group practice beyond one-on-one counseling? Expanding services in a group practice can be a game-changer. In this rerelease episode, I discuss the benefits of doing just that - specifically offering CEs (Continuing Education) and/or training in the community. As a group practice owner myself, I have found that diversifying our services has not only increased our revenue but also reduced burnout among our team members. Join me to learn more about: Benefits of becoming CE providers in your group practice Offering CEs to the community or therapists while making sure it aligns with your business values Considering questions like: Who will be the training providers? and Who will run and spearhead the program? Realistic timelines to build, market, and reach the break-even point Steps to screen candidates to ensure the quality and relevance of the training Expanding services in a group practice can have numerous benefits. By offering workshops, webinars, and speaking engagements, you not only diversify your services but also provide opportunities for your team members to be paid for their presentations. Building a profitable program takes time and effort, but the financial benefits can be well worth it. 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! 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/28927128

Episode 230 | Personalizing Benefits to Meet Employees’ Unique Needs with Courtenay Shipley 11/22/2023

Episode 230 | Personalizing Benefits to Meet Employees’ Unique Needs with Courtenay Shipley Have you ever wondered how to personalize retirement benefits for your employees? In this episode, I had the pleasure of chatting with Courtenay Shipley, a business retirement plan owner, about just that. We dive into different retirement plans like 401(k)s, IRAs, SIMPLE IRAs, and SEP IRAs, and discuss the importance of tailoring these plans to specific groups. Courtenay also shares insights on profit sharing and the safe harbor plan design. Listen in to learn more about: The importance of personalizing retirement benefits for employees Exploring different retirement plans like 401(k)s, IRAs, SIMPLE IRAs, and SEP IRAs Benefits of profit sharing and the safe harbor plan design Limitations of payroll companies like Gusto for managing benefits Alternative options like Guideline and Vestwell for managing retirement plans If you're looking to provide the best retirement benefits for your staff, this episode is a must-listen. Join us as we dive into the world of retirement plans and discover how to tailor them to your practice’s specific needs. Let's make benefit planning a breeze! 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/28730403

Episode 229 | Optimizing Your Team: Part-Time and Full-Time Therapist Considerations 11/08/2023

Episode 229 | Optimizing Your Team: Part-Time and Full-Time Therapist Considerations Have you been considering how you can effectively employ part-time and full-time clinicians in your practice? In this episode, I delve into the benefits and challenges of hiring part-time and full-time clinicians. I share my personal experience of starting my practice with part-time clinicians and how it has impacted work-life balance expectations. Join me to learn more about: The importance of considering factors such as workplace culture, income, benefits, burnout, and personal fulfillment when employing clinicians. The shift in work-life balance expectations due to COVID-19 and how it has influenced the trend of more people seeking part-time employment. The benefits of offering part-time options, such as attracting a wider pool of talent and providing flexibility for clinicians. The challenges of managing schedules and maintaining consistency in client care with part-time clinicians. The importance of maintaining transparency with staff about the impact of offering part-time options. Employing part-time and full-time clinicians in your practice can bring both benefits and challenges. By carefully considering factors such as workplace culture and maintaining transparency with staff, you can create a balanced and fulfilling work environment for your clinicians. 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/28548797

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