PracticeCare

https://www.linkedin.com/in/rishin-shah/

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Dr. Rishin Shah on Running A Practice In 30 Hours / Week

whitec@marketvisorygroup.com (Carl White) — Tue, 31 Mar 2026 05:00:00 +0000

Ask most private practice owners how many hours they work per week, and you’ll typically hear way more than 40. Is it possible to run a successful practice in less than that? My guest today is doing it, and he describes how in this episode.

Dr. Shah is an interventional cardiologist with Prime Heart and Vascular in Dallas Area. He is also the founder of GoLean Health, a staffing company for healthcare practices. He is passionate about patient care and helping other physicians thrive in private practice.

In this episode Carl White and Dr. Rishin Shah discuss:

His practice’s description in detail for context, and what a typical day looks like for him
Diverse revenue streams and operational efficiencies are the key ingredients
How Dr. Shah reached this state and what’s next

This Episode is Sponsored By Next Step Advisory

Want to be a guest on PracticeCare®?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.

Connect with Dr. Rishin Shah

Connect with Carl White

https://marianadalto.com/private_practice

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Mariana Dalto on Bringing AI Into Your Practice

whitec@marketvisorygroup.com (Carl White) — Tue, 24 Mar 2026 05:00:00 +0000

Are you ready to bring AI into your practice? My guest today specializes in helping entrepreneurs incorporate AI into their businesses, and she’ll share some ideas with us.

Mariana Dalto is a Business Advisor and AI Marketing Consultant known for transforming how service-based businesses grow, scale, and lead with purpose. With over two decades of corporate marketing experience and advanced certifications from Business Made Simple and the 10X Coaching Program, Mariana blends timeless strategy with cutting-edge AI to help business owners unlock new levels of revenue and visibility. As the founder of The Dalto Revenue System—a proprietary framework “Powered by AI. Driven by Strategy.”—Mariana has helped entrepreneurs clarify their message, optimize their marketing, and streamline their operations using automation and smart content systems.

In this episode Carl White and Mariana Dalto discuss:

The mindset changes that you and your staff need to make
The changes in training you’ll need
Objections Mariana hears and how to overcome them

Want to be a guest on PracticeCare®?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.

AI Readiness Assessment for Private Practice

Connect with Mariana Dalto

https://www.linkedin.com/in/marianadalto/

https://www.youtube.com/@marianadalto

https://www.instagram.com/marianadalto10x/ https://www.facebook.com/profile.php?id=61554905022760

Connect with Carl White

https://www.youtube.com/c/FinancialBeast

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Eric Miller on Planning to Exit Your Practice

whitec@marketvisorygroup.com (Carl White) — Tue, 17 Mar 2026 05:00:00 +0000

One day you’ll exit your practice. Exiting the way you want doesn’t happen on its own. It takes preparation. My guest today is a financial planner for private practice owners. He helps his clients exit their practices how they want to, and he’ll share his insights with us.

Eric Miller is a seasoned financial planning professional with over 20 years of experience dedicated to empowering private practice owners and associates. As Co-Owner and Chief Financial Advisor of Econologics Financial Advisors, LLC, a Registered Investment Advisor, Eric specializes in strategic financial planning, including investments, retirement, asset protection, tax strategies, debt elimination, and business transition planning. A Registered Financial Consultant® (RFC) and graduate of Capital University, Eric is also a prolific author and speaker and has published countless articles, videos, and podcasts and is the bestselling author of How to Become a Financial Beast. He has presented at hundreds of events nationwide, and weekly hosts the Financial Beast Podcast.

In this episode Carl White and Eric Miller discuss:

The core ingredients in preparing to exit
When practice owners should start the preparation process
The core mindset difference between those who prepare and those who do not

Want to be a guest on PracticeCare®?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.

Connect with Eric Miller

facebook.com/econologicsfinancial

linkedin.com/in/ericisyourbfff

Connect with Carl White

https://www.linkedin.com/company/zetter-healthcare/

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

David Zetter on Forming a Group Practice

whitec@marketvisorygroup.com (Carl White) — Tue, 10 Mar 2026 05:00:00 +0000

There are benefits to forming a group practice, but doing it successfully takes more than just a few doctors coming together into, well, a group of doctors. My guest today helps clients form group medical practices on a regular basis, and he’ll lay out some of the essentials for us.

David Zetter is the founder and President of Zetter HealthCare, LLC in Mechanicsburg, PA and has over 24 years of operational and healthcare experience. David is nationally recognized for his speaking, presentations and healthcare business expertise. He is well versed in regulatory requirements, revenue cycle management, credentialing and contracting, compliance, and coding and documentation. He is considered an expert on Medicare, not only by his clients, but also through consultant colleagues and healthcare attorneys across the country. David is an expert on ERISA regulations, which protect over 80% of the claims in the US. He knows how to stop payor recoupments dead in their tracks, and what is legal and illegal in many payor contracts.

In this episode Carl White and David Zetter discuss:

What the first steps are in forming and setting up a group practice
What the most important things to be aware of are when setting up a group practice
Before even officially starting, what the keys to success of a future group practice are, for example, choosing your partners, leadership roles, etc.

Want to be a guest on PracticeCare®?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.

Connect with David Zetter

https://zetter.com/

https://www.facebook.com/zetterhc

https://www.instagram.com/zetterhealthcare/

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Michelle O'Connor on CEO Attributes A Practice Owner Needs

whitec@marketvisorygroup.com (Carl White) — Tue, 3 Mar 2026 06:00:00 +0000

As a doctor who owns a business, you’re more than a clinician only. You’re also a CEO. The attributes of a CEO are not all the same as those of a clinician. My guest today helps her clients doctor clients develop the essential attributes of a CEO, and she’ll lay them out for us.

Michelle O’Connor, a believer in following one’s dreams, has risen from an inner-city community to a life of abundance. With corporate expertise in Strategic Planning and Execution, she helps entrepreneurs achieve their goals. Michelle supports organizations through strategic processes, coaching entrepreneurs to develop action plans for success. She has facilitated Strategic Planning Retreats in Jamaica, Trinidad & Tobago, and the Dominican Republic, and reached hundreds through her Purpose Driven Conference. Her current mission is to help Medical Private Practice Owners create sustainable practices. As a wife and mother, she strives for a brighter future, motivated by the philosophy “Ad Astra Per Aspera.”

In this episode Carl White and Michelle O’Connor discuss:

What the most important CEO attribute is
The other essential CEO attributes
What benefits of developing essential CEO attributes
The risks for not, or of resisting them

Want to be a guest on PracticeCare®?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.

Connect with Michelle O’Connor

LinkedIn - https://www.linkedin.com/in/michelletoconnor/

Facebook - https://www.facebook.com/successbiznessclub

Instagram - https://www.instagram.com/successbiznessclub/

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Joe Lessard on Offline Marketing Strategies

whitec@marketvisorygroup.com (Carl White) — Tue, 24 Feb 2026 06:00:00 +0000

Believe it or not, marketing strategies other than going online not only exist, but are alive and well. The trick, just like with any other strategy, is to make sure it fits the goal. My guest today helps his private practice clients grow profitably, and we’ll have a good rap session on this one.

Joe Lessard is a partner at Professional Business Management, a healthcare practice management and accounting firm in the northwest Chicago suburbs. Joe has been with PBM since 2009 and a Principal since 2020. He has attained designations as a Certified Public Accountant (CPA), Health Practice Advisor (HPA), and as a Certified Healthcare Business Consultant (CHBC). He believes in rolling up his sleeves and is usually on site visiting his clients’ operations first-hand. Joe is responsible for all accounting and payroll services as well as personal and business tax returns for his clients. He helps them review operations and day-to-day aspects such as HR, employee benefits, retirement plans, collections, billing, and patient interactions. Every client has different needs and that’s why Joe’s commitment to his clients’ needs and his customer service is what he prides himself on.

In this episode Carl White and Joe Lessard discuss

Some of the more common offline marketing strategies he sees working
Examples of uncommon offline marketing strategies he sees working
How he recommends that his clients think through their offline marketing strategies

Want to be a guest on PracticeCare®?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.

Connect with Joe Lessard

For more depth on this episode, read Understanding and Managing Overhead Costs in Your Practice, a blog this guest wrote about it.

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Drew Powers on The Living Benefits Of Permanent Life Insurance

whitec@marketvisorygroup.com (Carl White) — Tue, 17 Feb 2026 06:00:00 +0000

There are products out there that lots of people both own and hate. Life insurance is one of those products. Whole life insurance, and its variants, have probably the worst reputation among all life insurance choices. My guest today is a financial advisor who seems to have found some good uses for life insurance while you’re still alive. Sound counterintuitive? Then listen to this episode.

Drew Powers is the Founder of Powers Financial Group, LLC, a Registered Investment Advisor. He specializes in advanced insurance and investment strategies for doctors. Drew is 100% independent, he doesn’t work with any investment or insurance company, which means he’s able to give unbiased advice that is most beneficial for his clients. Drew started his career in 2001 as a Market Maker on the Chicago Board Options Exchange, where he managed trading portfolios comprising hundreds of equity- and equity-index option listings. In 2008, he transitioned to the role of Financial Advisor and Investment Advisor Representative, where he helped clients develop individual financial strategies. At Powers Financial Group, Drew leverages his stock and options trading expertise with his financial advising experience to help clients increase and protect their wealth. Drew lives in Naperville with his wife and their two children. He is an avid downhill skier, active in youth sports, a proud "Rooster" within the Naperville Jaycees, and is passionate about CrossFit and the Paleo/Primal Lifestyle.

In this episode Carl White and Drew Powers discuss:

The different types of life insurance
What Drew Powers means by “living benefits of life insurance”
Some examples of using life insurance while still alive

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Drew Powers

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Vinny Sankaran on AI Voice In RCM

whitec@marketvisorygroup.com (Carl White) — Tue, 10 Feb 2026 06:00:00 +0000

AI has arrived in revenue cycle management (RCM), and now, AI voice is making inroads. Can you use it? Should you use it? My guest today is an expert in revenue cycle management and uses AI in his RCM company. He’ll tell us what he thinks.

Vinod (Vinny) brings over 15 years of experience in operations, financial analysis, strategy, growth, corporate development, strategic planning, and marketing. At MBWRCM, he is involved in applying his experience to optimize revenue cycle process flows to improve our clients' profitability and performance.

In this episode Carl White and Vinny Sankaran discuss:

Uses of AI RCM - patients and payers
Pros and cons of AI voice
What you need to know before you implement AI voice solutions
Some examples of real life success & failures with AI voice

Want to be a guest on PracticeCare®?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.

Connect with Vinny Sankaran

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Lisa Levesque on The First 60 Days After Buying A Practice

whitec@marketvisorygroup.com (Carl White) — Tue, 3 Feb 2026 06:00:00 +0000

You just bought a private practice. Congratulations! Here’s the wake up call: it won’t necessarily run as well as, or even the same as, it did before you bought it. It’s your show now. How skilled are the staff? How smart and realistic is the marketing plan? Are the financials clean or a mess? These and other questions are coming your way. My guest today helps her clients absorb a practice purchase successfully, and she’ll share some thinking with us.

Lisa Levesque is the principal and Business & Executive Coach at Breakthrough Business Strategies with a focus on healthcare professionals who are technically excellent but need help with the practice of business. Prior to her current business, Lisa held senior level leadership roles at Fidelity Investments, and she leverages these experiences to help her clients achieve business excellence.

In this episode Carl White and Lisa Levesque discuss:

Why due diligence always has gaps
What to prioritize once you take over and what not to do
What good looks like in the first 6 months

Want to be a guest on PracticeCare®?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.

Connect with Lisa Levesque

Video Resources Lisa Levesque Mentioned in this Episode

Help with a vision statement: https://www.youtube.com/watch?v=dZShbB59giM
Help with a mission statement: https://www.youtube.com/watch?v=1xs4I349cdc

Connect with Carl White

https://www.linkedin.com/company/bright-ideas-medical-consulting/

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Katie Nunn on Knowing Your Financials As Well As Patient Labs

whitec@marketvisorygroup.com (Carl White) — Tue, 27 Jan 2026 06:00:00 +0000

The financials of your practice are kind of like a patient’s labs – they tell you a lot about that practice’s health. Knowing your practice’s financials as well as a patient’s labs makes a lot of sense. My guest today is an owner in a private practice and knows their financials that well. Additionally, she consults with practice owners to help them do the same. She’ll help us get started on how you can, too.

Katie Nunn, MBA, CMPE, provides training and coaching for healthcare leaders and their organizations on process improvement, financial optimization, and cultural transformation. Leveraging extensive experience with financial and operational turnarounds, she is a valuable advisor for an organization experiencing rapid expansion or change. With over 20 years' experience in healthcare leadership, her broad areas of expertise include practice assessments, process improvement, financial management, IT implementations, telemedicine, strategic planning, providers on-boarding, and cultural transformation.

In this episode Carl White and Katie Nunn discuss:

Why you don’t need an MBA or an accounting degree to know your financials well
The handful of key financials to know about your practice and what to know about them
How to set up financial reporting to make them as easy to read as lab results

Want to be a guest on PracticeCare®?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.

Connect with Katie Nunn

Connect with Carl White

https://www.linkedin.com/in/shannon-decker/

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Shannon Decker on Value Based Care

whitec@marketvisorygroup.com (Carl White) — Tue, 20 Jan 2026 06:00:00 +0000

Value based care has a longer history than many realize. First conceived in 1967 and focused on sick children, the term “value based care” was coined only in 2005. Now, twenty years later, value based care arrangements cover almost half of health plan payments. My guest today helps practices adopt and use value based care programs, and she’ll help us break down how you can as well.

Dr. Shannon Decker is the Founder and CEO of VBC One, a consulting firm that partners with physician groups, health plans and vendors to optimize value-based care performance. With over 25 years of experience, including 17 in risk adjustment, quality and Medicare, she brings deep expertise in healthcare strategy, analytics, and operations. A published author and national speaker, Dr. Decker currently serves as a RISE fellow and on the faculty at Capella University.

In this episode Carl White and Shannon Decker discuss:

What Valued Based Care is and how it compares to fee for service payment model
What are things to consider when tackling risk and/or entering into a VBC contract
How private practices can participate in value based care
Why should practices consider engaging help

Want to be a guest on PracticeCare®?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.

Connect with Shannon Decker

Connect with Carl White

https://www.linkedin.com/in/jake-goates-a8908a12/ https://www.facebook.com/profile.php?id=61553719583016

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Jake Goates on Overcoming Objections

whitec@marketvisorygroup.com (Carl White) — Tue, 13 Jan 2026 06:00:00 +0000

Life would be a lot easier if patients always agreed with you, never questioned you, and just did what you say when you say it. They don’t always do that. Sometimes they object to recommendations. Sometimes they ask questions that sound like objections. Regardless, these are a fact of life, and the better you can overcome patient objections, the more successful your practice will be. My guest today helps his dental clients do just that, and he’ll tell us what he thinks.

Since 2003, Jake Goates has given group seminars and training on sales and marketing. He is a Key Opinion Leader for various dental marketing companies. Since 2013, Jake has personally consulted more than 5,600 dentists nationwide on their marketing strategies and sales skills to reduce unnecessary spend while increasing collections. Jake founded GOAT Dental Marketing Consultants in early 2023, providing marketing strategy and sales coaching for dental offices across the country. Jake, with his wife and two daughters, enjoy living and playing in the mountains of Northern Utah.

In this episode Carl White and Jake Goates discuss:

Why objections are opportunities
The types of objections Jake hears from his clients, for example, clinical, office procedures, etc.
How to respond to objections
When not to respond to objections

Want to be a guest on PracticeCare®?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.

Connect with Jake Goates

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Michelle O'Connor on Planning Your Expenses vs. Paying What Comes

whitec@marketvisorygroup.com (Carl White) — Tue, 6 Jan 2026 06:00:00 +0000

Expenses in business are as certain the sunrise, yet both my guest today and me meet prospective clients all the time who don’t seem to have a handle on them. If you don’t, problems are coming. Planning expenses is a natural requirement of any successful practice, and my guest today helps her clients do just that.

In this episode Carl White and Michelle O’Connor discuss:

1. Why practice owners fail to plan for expenses

2. Why it is important to monitor expenses

3. What if expenses are more than revenue

Want to be a guest on PracticeCare®?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.

Connect with Michelle O’Connor

LinkedIn - https://www.linkedin.com/in/michelletoconnor/

Facebook - https://www.facebook.com/successbiznessclub

Instagram - https://www.instagram.com/successbiznessclub/

Connect with Carl White

https://www.foxrothschild.com/edward-j-cyran

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

E.J. Cyran on Get An Offer To Sell? Buy Instead!

whitec@marketvisorygroup.com (Carl White) — Tue, 30 Dec 2025 06:00:00 +0000

Have you gotten an unsolicited offer to buy your practice recently? You might not have realized it, but that’s a signal that your local market might be attractive for you to be a buyer. What do you do at that point? My guest today helps his clients buy practices, and he’ll tell us what he thinks.

E.J. Cyran has spent over a decade as a healthcare lawyer, which means he represents physicians, dentists and their practices in negotiating vendor agreements, buying or selling their practice, handling associate buy-ins, and getting advice on their regulatory and payor issues. He knows his way around HIPAA, telehealth, Medicare and all other matters affecting healthcare practices. E.J. is a go-to lawyer for his clients.

In this episode Carl White and E.J. Cyran discuss:

Why take the meeting for an unsolicited offer to buy your practice
How to tell how serious the buyers are
Financing options available
Comparing terms of sale (ex: higher vs lower offer, more control, better care for patients, etc)
Determining what your own non-negotiables are (ex: you do or do not want to stay on after the sale, the buyer’s approach to patient care, etc).
Factors to evaluate in a good purchase offer

Want to be a guest on PracticeCare®?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.

Connect with E.J. Cyran

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn:

Daniel Tribby on Handling Leads in a Cash- vs. Insurance-Based Practice

whitec@marketvisorygroup.com (Carl White) — Tue, 23 Dec 2025 06:00:00 +0000

Are the types of patients willing to pay cash for treatment the same as, or different from, those who use their insurance? Obviously they’re different, at least in some respects. If that’s the case, then attracting new patient leads, and handling them, is different as well. How do you attract cash paying patients? My guest today did it himself, and he coaches his healthcare clients on how to do it, and he’ll share his insights with us.

Daniel Tribby is a healthcare provider, effective business growth strategist, award winning author, top keynote speaker with a vision to help healthcare entrepreneurs build a practice that serves it's patients and sustain profitability for the long term.

In this episode Carl White and Daniel Tribby discuss:

The similarities and differences between insurance-based patients and cash-based patients
The keys to attracting cash-based patients
The keys to converting cash-based patients into paying patients

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Daniel Tribby

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn:

https://www.linkedin.com/company/zetter-healthcare/

David Zetter on Evaluating Insurance Companies and Plans

whitec@marketvisorygroup.com (Carl White) — Tue, 16 Dec 2025 06:00:00 +0000

If you take health insurance as payment, then choosing good payers makes sense. How do you figure out which payers to contract with? It’s a logical question that has a very involved, sometimes not so logical answer. My guest today helps his clients work successfully with insurance companies, including which ones to contract with, and he’ll share some tips with us.

In this episode Carl White and David Zetter discuss:

How to decide which insurance companies and plans to contract with
How to evaluate the payor, their contract, their reimbursement rates and other criteria for participation
Additional tips that can be done to properly evaluate payor and plan proposals?

Want to be a guest on PracticeCare®?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.

Connect with David Zetter

https://zetter.com/

https://www.facebook.com/zetterhc

https://www.instagram.com/zetterhealthcare/

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Alexis Gallati on Bad Records Are Costly

whitec@marketvisorygroup.com (Carl White) — Tue, 9 Dec 2025 06:00:00 +0000

Keeping good records is boring and tedious. Why bother? Because bad records can cost you thousands of dollars per year. My guest today helps her clients find those dollars in ways that are easy to track. She’ll share her ideas on this episode.

Alexis E. Gallati is the founder and Lead Tax Strategist at Cerebral Tax Advisors and Cerebral Wealth Academy, and she’s the author of the book Advanced Tax Planning for Medical Professionals. She has over 20 years of experience in high-level strategic tax planning and multi-state tax preparation, and she has trained at the highest level, holding two master’s degrees. Alexis grew up in a family of physicians and is married to a private practice physician. That’s why she understands how hard medical professionals work to get where they are and why she provides simple and accessible tax solutions tailored to busy physicians.

In this episode Carl White and Alexis Gallati discuss:

Some simple examples of keeping good records leading to saving money (ex: mileage deduction, home office deduction)
Some not so simple examples that are worth doing
Tools and systems to track

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Alexis Gallati

Resources from Cerebral Tax Advisors: https://www.cerebraltaxadvisors.com/practicecare/

Cerebral Tax Advisors Facebook: https://www.facebook.com/cerebraltax

Cerebral Wealth Academy Facebook: https://www.facebook.com/cerebralwealthacademy YouTube: https://www.youtube.com/@cerebralwealthacademy

Personal LinkedIn: https://www.linkedin.com/in/alexis-gallati/

Connect with Carl White

https://www.facebook.com/BeFitPTinDG https://www.instagram.com/befitphysicaltherapypilates/?hl=en

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Mary Lou Savino on Building a Patient Referral System

whitec@marketvisorygroup.com (Carl White) — Tue, 2 Dec 2025 06:00:00 +0000

Getting referrals from other patients is critical to the success of any local practice. Are you really getting as many referrals as you can? My guest today has built a system to make sure she can say she does, and she’ll give us some insights into her system on this episode.

Mary Lou Savino has been practicing physical therapy since 1992 and opened Be Fit PT & Pilates in 2008. She specializes in the use of Pilates as therapeutic exercise in rehab with an eclectic approach to incorporating Pilates, Dry Needling, Light Therapy and wellness modalities into treatments. Mary Lou has always been a fitness and health enthusiast, so her concept behind this integrated model was to be able to go beyond traditional PT and utilize things like light therapy, dry needling, Pilates and core strengthening, and massage therapies to be a more well-rounded practice and to be able to take PT to the next level.

In this episode Carl White and Mary Lou Savino discuss:

When she realized that building a system for referrals was a good move
The core elements of her system, for example, the front desk’s role, and measuring patient responses to the system
What part(s) of the system she’s working on now, and why

Want to be a guest on PracticeCare®?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.

Connect with Mary Lou Savino

http://www.befitpt.com

www.linkedin.com/in/mary-lou-savino-b2127222

Connect with Carl White

www.healthcareelevation.com

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

LynAnn Weaver on Referral Network Mistakes & How To Fix Them

whitec@marketvisorygroup.com (Carl White) — Tue, 25 Nov 2025 06:00:00 +0000

All practices need referrals from other providers, even primary care practices. Building a referral network that performs is one of the most misunderstood strategies to grow a practice that I’ve seen in my time working with private practice owners. My guest today runs a coaching business devoted to fixing this for her clients, and she’ll walk us through some of the biggest mistakes practice owners make and how to fix them.

LynAnn Weaver is the founder & CEO of Healthcare Elevation Partners which has pioneered the fusion of healthcare leadership, business growth, and high performance coaching. As a former healthcare administrator turned Certified High Performance Coach, LynAnn is dedicated to elevating the success and well-being of physicians, healthcare leaders, and organizations. LynAnn has led teams to first-in-the-nation recognition, accelerated patient volume growth of physicians, practices, and service lines up to 67%, and has helped clients increase efficiency by 30% giving them more time to focus on the things and people most important to them.

In this episode Carl White and LynAnn Weaver discuss:

The mistake of underestimating the size of a referral network
The mistake of thinking one meeting with a referral source is enough
The mistake of not being memorable to referral sources

Want to be a guest on PracticeCare®?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.

Connect with LynAnn Weaver

www.linkedin.com/in/lynannweaver

www.instagram.com/lynannweaver

www.facebook.com/lynannweaver

https://www.youtube.com/@HealthCAREElevation

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Joe Lessard on Adding A New Associate

whitec@marketvisorygroup.com (Carl White) — Tue, 18 Nov 2025 06:00:00 +0000

Adding a new associate sounds cut and dry. After all, they’re there to treat patients, for which they have the training to do so. Easy, right? Not so fast. There’s more to it. My guest today advises his clients on numerous accounting and operational issues, including hiring, and he’ll share his experience with us.

In this episode Carl White and Joe Lessard discuss

The office cultural considerations, for example, the mission, values, and accepted and not-accepted behaviors
The operational considerations, for example, credentialing, scheduling, etc
The marketing considerations, for example, the associate’s role in attracting patients
Other considerations

Want to be a guest on PracticeCare®?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.

Connect with Joe Lessard

For more depth on this episode, read Understanding and Managing Overhead Costs in Your Practice, a blog this guest wrote about it.

Connect with Carl White

www.facebook.com/globalmedicalva

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Beth LaChance on Using Medical Virtual Assistants

whitec@marketvisorygroup.com (Carl White) — Tue, 11 Nov 2025 06:00:00 +0000

Finding good staff in your medical practice seems only to be getting more challenging. At the same time, more tools that substitute for in-office staff are available. Those tools should be helping, but sometimes they seem to make things more confusing. My guest today runs a medical virtual assistant company. They help their clients deal with staffing shortages and make sense of their choices to fill them. She’ll share her insights with us.

Beth Lachance is leading Global Medical in vision and the day-to-day business operations securing the functionality of the business to drive extensive and sustainable growth. Combining her strong leadership and determination with over 22 years of corporate experience in the private and public sector of Surgical Device, Pharmaceutical, and Specialty Pharmacy Industries – she keeps the company moving forward with high-level strategy while understanding the details of day-to-day execution to ensure steadfast success.

In this episode Carl White and Beth LaChance discuss:

Changes in staffing landscape since our last podcast episode in 2022
Projections for the future of staff availability
Uses of medical virtual assistants
AI and virtual assistants – are they competitors or collaborators?

Want to be a guest on PracticeCare®?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.

Connect with Beth LaChance

www.instagram.com/globalmedicalvas

www.linkedin.com/company/globalmedicalva

www.youtube.com/@globalmedicalvirtualassistants

https://gmva.com

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Daniel Tribby on Operationalizing The Patient Journey

whitec@marketvisorygroup.com (Carl White) — Tue, 4 Nov 2025 06:00:00 +0000

As important as it is to understand the patient journey, my industry has done a terrible job of helping practices make “the patient journey” anything useful day to day. My guest today agrees, and he helps his clients turn that journey into a tangible, actionable mechanism practices can use to grow.

In this episode Carl White and Daniel Tribby discuss:

What the patient journey is
Why marketers are so excited by the patient journey but most non-marketers are not
How to operationalize the patient journey

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Daniel Tribby

Connect with Carl White

https://www.linkedin.com/company/bright-ideas-medical-consulting/

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Katie Nunn on The Basics Of Good Financials

whitec@marketvisorygroup.com (Carl White) — Tue, 28 Oct 2025 05:00:00 +0000

How do you know if your financials are healthy? Hint: there’s more to it than just having more in your checking account at the end of the month vs. the beginning of the month. At the same time, you don’t want to be buried alive in your financials. My guest today is a partner in a primary care practice, and she consults to private practices. She has a good idea of the basics of healthy financials, and she’ll get us started.

In this episode Carl White and Katie Nunn discuss:

What she found when she joined as a partner, and when she starts with new consulting clients
What the core financials are to track and what healthy looks like
How to make monitoring financials for a practice owner useful without needing hours of time or a PhD in finance and accounting

Want to be a guest on PracticeCare®?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.

Connect with Katie Nunn

Connect with Carl White

www.linkedin.com/in/adammiddletonhanchbc

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Adam Middleton on Pros And Cons Of Starting A Private Practice

whitec@marketvisorygroup.com (Carl White) — Tue, 21 Oct 2025 05:00:00 +0000

Private practice might seem like it’s on the ropes, but new ones actually start all the time. Who are the successful ones? Those who weigh out the pros and cons and really think through the business side of the practice. My guest today helps physicians figure out these questions, and he’ll share some of this thinking with us.

Adam Middleton has committed his entire professional career to healthcare, working at for profit and not for profit hospitals and as a consultant to physicians and healthcare related businesses. Since 2008, Adam has consulted with emerging businesses in leadership positions, physician practices, post-acute providers and hospitals with focus on management, operations, finance and strategic planning. He has extensive experience in physician compensation including contracting and structures. Through his leadership Healthcare Advisory Network assists hospitals and practices determine fair market compensation and compliance issues that surround employment practices.

In this episode Carl White and Adam Middleton discuss:

What is the current environment for medical practice start-ups?
What are the biggest concerns for a provider thinking about starting?
How do you determine where to start?
How can I get contracts?
What are the different models could consider?
How will the finances work?
How long will it take and how much money do I need??

Want to be a guest on PracticeCare®?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.

Connect with Adam Middleton

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Joe Lessard on Adding A New Service To Your Practice

whitec@marketvisorygroup.com (Carl White) — Tue, 14 Oct 2025 05:00:00 +0000

Should you add a new service to your practice? That depends on the answers to a few important questions, which unfortunately, we don’t see enough practices asking and answering before they do. My guest today helps his clients develop informed answers, and he’ll share his thinking with us.

In this episode Carl White and Joe Lessard discuss

Why the most important question is: “does the market I serve need this service?”
Additional important questions, such as who the competition is, why you think you can deliver the service better, and how you’d deliver the service day to day
Examples Joe has of success stories and failure stories

Want to be a guest on PracticeCare®?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.

Connect with Joe Lessard

For more depth on this episode, read Understanding and Managing Overhead Costs in Your Practice, a blog this guest wrote about it.

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Drew Powers on How Emotions Drive Investing Decisions

whitec@marketvisorygroup.com (Carl White) — Tue, 7 Oct 2025 05:00:00 +0000

Agree or disagree – doctors and dentists are perfectly rational people who always make rational, emotionless decisions. It’s best that you disagree. They’re humans just like the rest of us, which means emotions get into their decision making. My guest today helps his doctor and dentist clients plan their financial futures, including managing their emotions along the journey, and he’ll help us understand how you can manage them, too.

Drew Powers is the Founder of Powers Financial Group, LLC, a Registered Investment Advisor. He specializes in advanced insurance and investment strategies for doctors. Drew is 100% independent, he doesn’t work with any investment or insurance company, which means he’s able to give unbiased advice that is most beneficial for his clients. Drew started his career in 2001 as a Market Maker on the Chicago Board Options Exchange, where he managed trading portfolios comprising of hundreds of equity- and equity-index option listings. In 2008, he transitioned to the role of Financial Advisor and Investment Advisor Representative, where he helped clients develop individual financial strategies. At Powers Financial Group, Drew leverages his stock and options trading expertise with his financial advising experience to help clients increase and protect their wealth. Drew lives in Naperville with his wife and their two children. He is an avid downhill skier, active in youth sports, a proud "Rooster" within the Naperville Jaycees, and is passionate about CrossFit and the Paleo/Primal Lifestyle.

In this episode Carl White and Drew Powers discuss:

The viscous circle of behavioral finance
What causes the viscous circle
Why realizing that money is emotional is critical to breaking the viscous circle

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Drew Powers

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Michelle O'Connnor on Planning Your Sales vs. Taking What Comes

whitec@marketvisorygroup.com (Carl White) — Tue, 30 Sep 2025 05:00:00 +0000

Sales feed your income, which pays your bills and fuels your dreams. Since sales are so important, why wouldn’t you build a plan that drives sales instead of just taking what comes? My guest today helps her clients build plans that lead to the business outcomes they want, and she’ll answer this question for us.

In this episode Carl White and Michelle O’Connor discuss:

What the difference is between hope and strategy
Why so few practice owners plan their sales
Examples of what practice owners do that they think is planning but really is not

Want to be a guest on PracticeCare®?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.

Connect with Michelle O’Connor

LinkedIn - https://www.linkedin.com/in/michelletoconnor/

Facebook - https://www.facebook.com/successbiznessclub

Instagram - https://www.instagram.com/successbiznessclub/

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Episode Mentioned

Video - https://youtu.be/UGRzyEJ1ajQ

Podcast - https://practicecare.simplecast.com/episodes/david-kading-get-more-patients-you-want

Daniel Tribby on Yes, Even Your Practice Needs a Brand

whitec@marketvisorygroup.com (Carl White) — Tue, 23 Sep 2025 05:00:00 +0000

While I love marketing, I hate marketing jargon. Tops on my list: Brand. It’s a hugely important word, whose definition my industry has completely messed up. My guest today consults with practices about many things marketing, and together we’ll take on the task of simplifying what brand means and why even you need one.

In this episode Carl White and Daniel Tribby discuss:

The definition of brand
Limits on your practice of not having a brand
Opportunities to your practice if you have an effective brand

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Daniel Tribby

Connect with Carl White

https://www.linkedin.com/company/zetter-healthcare/

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

David Zetter on Holding Payors Accountable

whitec@marketvisorygroup.com (Carl White) — Tue, 16 Sep 2025 05:00:00 +0000

If you take health insurance as payment, payers are a big part of your practice. What happens when they mess up? How do you hold them accountable? Can you hold them accountable? My guest today says the answer is “yes”. He runs a business that spends a lot of time holding payers accountable for their clients, and he’ll help us break this down.

David Zetter is the founder and President of Zetter HealthCare, LLC in Mechanicsburg, PA and has over 24 years of operational and healthcare experience. David is nationally recognized for his speaking, presentations and healthcare business expertise. He is well versed in regulatory requirements, revenue cycle management, credentialing and contracting, compliance, coding and documentation. He is considered an expert on Medicare, not only by his clients, but also through consultant colleagues and healthcare attorneys across the country. David is an expert on ERISA regulations, which protect over 80% of the claims in the US, and he knows how to stop payor recoupments dead in their tracks and what is legal and illegal in many payor contracts. David’s firm works with healthcare professional clients and facilities coast to coast, in all areas of practice and facility management.

In this episode Carl White and David Zetter discuss:

In what areas are you able to hold payors accountable?
Are there laws, guidance or regulations that support you in holding payors accountable?
How does it work or can you tell me how ZHC holds payors accountable and how can practices and providers do so?

Want to be a guest on PracticeCare®?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.

Connect with David Zetter

https://zetter.com/

https://www.facebook.com/zetterhc

https://www.instagram.com/zetterhealthcare/

Connect with Carl White

https://www.linkedin.com/in/sheikhali007/

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Sheikh Ali on Building A Referral Network On LinkedIn

whitec@marketvisorygroup.com (Carl White) — Tue, 9 Sep 2025 05:00:00 +0000

A referral network is the lifeblood of many specialists, and LinkedIn has its place to help you build that network. LinkedIn is a rich platform with tons of features, so you better know what you’re doing. My guest today specializes in helping his clients build their brand on LinkedIn, and he’ll share some ideas with us.

Sheikh C. Ali is a former medical student who pivoted to entrepreneurship. He is the Founder and Owner of SC Medical Media, a LinkedIn marketing company specifically for clinician and healthcare executives. For the past year, he has been solely focusing on LinkedIn because of its dominance in the social media B2B space. His goal is to help clinician and healthcare executives build their authority and personal brand on LinkedIn, and use that to attract potentially lucrative B2B opportunities. In his spare time, Sheikh is an avid cinephile (especially James Bond films) and a collector of luxury pens.

In this episode Carl White and Sheikh Ali discuss:

Who spends time on LinkedIn
What good goals are when spending time on LinkedIn
Pitfalls to avoid

Want to be a guest on PracticeCare®?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.

Connect with Sheikh Ali

Connect with Carl White

https://www.linkedin.com/in/jake-goates-a8908a12/ https://www.facebook.com/profile.php?id=61553719583016

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Jake Goates on 3 Big Marketing Problems

whitec@marketvisorygroup.com (Carl White) — Tue, 2 Sep 2025 05:00:00 +0000

Whenever anyone says “marketing problems” they think of things like volume of new patient leads, website and social traffic, return on ad spend, and the like. But are those truly the biggest marketing problems? My guest today says they are not, and I agree with him. What are they? Listen and find out.

In this episode Carl White and Jake Goates discuss:

Setting expectations, and realistic expectations, in a marketing plan
The importance of communication – between the marketing agency and the client, inside the marketing agency, and inside the client
Why accountability is so crucial – to communicate realistic expectations, to those expectations, to raise issues early, etc.

Want to be a guest on PracticeCare®?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.

Connect with Jake Goates

Connect with Carl White

Podcast - https://practicecare.simplecast.com/episodes/jake-goates-managing-leads-more-important-than-generating-them

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Episode Mentioned

Video -

https://youtu.be/Rl6TE4Uv6fw

Vinny Sankaran on In-House, Outsourcing, and Hybrid RCM Models

whitec@marketvisorygroup.com (Carl White) — Tue, 26 Aug 2025 05:00:00 +0000

If you take insurance, then you know about Revenue Cycle Management (RCM). The industry keeps evolving. You can bring your RCM in house, outsource it, or mix and match them. Not sure what to choose? Thinking so changing what you’re doing now? My guest today will break each option down for us to help you out.

Vinod (Vinny) brings over 15 years of experience in operations, financial analysis, strategy, growth, corporate development, strategic planning, and marketing. At Medical Billing Wholesalers, he is involved in applying his experience to optimize revenue cycle process flows to improve our clients' profitability and performance.

In this episode Carl White and Vinny Sankaran discuss:

In house, outsourcing, and hybrid options to do your RCM
Similarities and differences between them
Which ones are better fits than others depending on a practice’s description

Want to be a guest on PracticeCare®?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.

Connect with Vinny Sankaran

Connect with Carl White

www.linkedin.com/in/adammiddletonhanchbc

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Adam Middleton on Building A Solid Payer Strategy

whitec@marketvisorygroup.com (Carl White) — Tue, 19 Aug 2025 05:00:00 +0000

Why do some doctors get paid more for the same treatment than others? Even in the same city? Chances are the doctors who get paid more have a solid payer strategy. What does it take? My guest today helps his clients develop a solid payer strategy, and he’ll tell us all about it.

In this episode Carl White and Adam Middleton discuss:

The main areas of concern for a practice when it comes to payer contracts
What payers are looking for from practices
How to tell what payers are willing to negotiate
How to find your payment rates compared to your market

Want to be a guest on PracticeCare®?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.

Connect with Adam Middleton

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Alexis Gallati on The Short Term Rental Loophole

whitec@marketvisorygroup.com (Carl White) — Tue, 12 Aug 2025 05:00:00 +0000

Looking for a way to reduce your taxes? Have a second property like a vacation home? The short term rental loophole can help you deploy your vacation home to reduce your taxes? How does it work? What are the requirements? My guest today runs an accounting firm that helps their medical clients get efficient on taxes, including using the short term rental loophole when it applies. She’ll explain all of this to us.

In this episode Carl White and Alexis Gallati discuss:

What the passive income rules are
The benefits of using this loophole
The requirements to qualify

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Alexis Gallati

Resources from Cerebral Tax Advisors: https://www.cerebraltaxadvisors.com/practicecare/

Cerebral Tax Advisors Facebook: https://www.facebook.com/cerebraltax

Cerebral Wealth Academy Facebook: https://www.facebook.com/cerebralwealthacademy YouTube: https://www.youtube.com/@cerebralwealthacademy

Personal LinkedIn: https://www.linkedin.com/in/alexis-gallati/

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Lisa Levesque on Incentive Compensation To Grow Your Practice

whitec@marketvisorygroup.com (Carl White) — Tue, 5 Aug 2025 05:00:00 +0000

Incentives in compensation, used appropriately and ethically, are effective tools to help you grow your practice. You need to think them through. What sounds good on paper might not be in practice. My guest today consults with practices to help them grow. She often recommends incentives in compensation, and she’ll talk us through how to use them effectively.

Lisa Levesque is the principal and Business & Executive Coach at Breakthrough Business Strategies with a focus on healthcare professionals who are technically excellent and need help with the practice of business. Prior to her current business, Lisa held senior level leadership roles at Fidelity Investments and leverages these experiences to help her clients achieve business excellence.

In this episode Carl White and Lisa Levesque discuss:

Examples of incentives in compensation for medical and dental practices
Tailoring incentives for producers vs. staff
Keeping incentives ethical, for example, not pushing treatments or products.

Want to be a guest on PracticeCare®?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.

Connect with Lisa Levesque

Video Resources Lisa Levesque Mentioned in this Episode

Help with a vision statement: https://www.youtube.com/watch?v=dZShbB59giM
Help with a mission statement: https://www.youtube.com/watch?v=1xs4I349cdc

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn:

Joe Lessard on Effective Cash Flow Strategies For Your Practice

whitec@marketvisorygroup.com (Carl White) — Tue, 29 Jul 2025 05:00:00 +0000

Cash is king, which means your cash flow needs to be working well. You can be strategic about cash flow, or you can be willy-nilly about it. We recommend the former, and today’s guest agrees. He helps his clients with their accounting, practice management, and cash flow needs, and he’ll help us understand how to make your cash flow strategies effective.

In this episode Carl White and Joe Lessard discuss

Common mistakes Joe sees practices make
Good strategies to make cash flow more effectives, like patient collections, scheduling appointments, payment options, etc

Want to be a guest on PracticeCare®?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.

Connect with Joe Lessard

For more depth on this episode, read Understanding and Managing Overhead Costs in Your Practice, a blog this guest wrote about it.

Connect with Carl White

https://www.linkedin.com/in/jake-goates-a8908a12/ https://www.facebook.com/profile.php?id=61553719583016

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Jake Goates on Best Practices in Customer Service

whitec@marketvisorygroup.com (Carl White) — Tue, 22 Jul 2025 05:00:00 +0000

As a private practice owner you cannot rely only on great clinical care to attract new patients and keep them over time. You’re supposed to be great and there’s plenty of competitors to you. How do you differentiate? One way is to offer great customer service, but unfortunately a lot of practices don’t take it seriously. My guest today consults with dental practice owners, and he helps them take it seriously.

In this episode Carl White and Jake Goates discuss:

What’s included in customer service and what’s not
Why medical and dental practices are late to the game in prioritizing customer service
Examples of the best customer service he’s seen in dental practices

Want to be a guest on PracticeCare®?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.

Connect with Jake Goates

www.goatcmo.com

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Alexis Gallati on Retirement Planning As A Practice Owner

whitec@marketvisorygroup.com (Carl White) — Tue, 15 Jul 2025 05:00:00 +0000

Retirement planning as a practice owner has more moving parts than it does as an employee. As an owner, you have personal income and business income, and frankly, more choices. More choice can be good as long as they choices make sense, and my guest today helps her clients sift through their choices to build a sensible retirement plan for them.

In this episode Carl White and Alexis Gallati discuss:

The choices that a practice owner has for retirement planning
The advantages an owner has compared to an employee
How to think about a strategy for retirement planning, especially when you have a longer time horizon

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Alexis Gallati

Resources from Cerebral Tax Advisors: https://www.cerebraltaxadvisors.com/practicecare/

Cerebral Tax Advisors Facebook: https://www.facebook.com/cerebraltax

Cerebral Wealth Academy Facebook: https://www.facebook.com/cerebralwealthacademy YouTube: https://www.youtube.com/@cerebralwealthacademy

Personal LinkedIn: https://www.linkedin.com/in/alexis-gallati/

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Drew Powers on Uncommon Ways To Save On Taxes

whitec@marketvisorygroup.com (Carl White) — Tue, 8 Jul 2025 05:00:00 +0000

The federal tax code is almost 7,000 pages, not to mention your own state’s tax code. Buried in those pages are some obvious ways to save on taxes, and some not so obvious ways. My guest today works with individuals and business owners to find those non-obvious ways, and he’ll give us a few examples on this episode.

In this episode Carl White and Drew Powers discuss:

Some examples of non-obvious ways to save on taxes for individuals
Some examples for practice owners
Some non-obvious ways to watch out for
The team Drew recommends you have in order to find tax savings strategies

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Drew Powers

Connect with Carl White

https://www.linkedin.com/company/bright-ideas-medical-consulting/

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Katie Nunn on Remote Workers in Private Practice

whitec@marketvisorygroup.com (Carl White) — Tue, 1 Jul 2025 05:00:00 +0000

Not every job, or every part of every job, has to be done by people physically located in your practice. Remote work is not new, and one of the keys to success is managing remote workers successfully. My guest today consults with private practice clients on numerous operational issues, including this one, and she’ll share her insights with us.

In this episode Carl White and Katie Nunn discuss:

The type of work that is good for remote workers
Tips on managing remote workers well
Responding to the concern of “can’t see it / can’t manage it”).

Want to be a guest on PracticeCare®?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.

Connect with Katie Nunn

Connect with Carl White

https://www.foxrothschild.com/edward-j-cyran

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

E.J. Cyran on Landmines in Agreements With Other Healthcare Providers

whitec@marketvisorygroup.com (Carl White) — Tue, 24 Jun 2025 05:00:00 +0000

While reviewing a contract between you and a third party is anything but gripping, it has to be done. Why? There can be landmines placed all over them. My guest today is a healthcare attorney who helps his clients negotiate fair agreements, among his other services. He’ll share some of the landmines he finds and what you can do.

In this episode Carl White and E.J. Cyran discuss:

Some examples of third party agreements
Why third parties sometimes skew agreements in their favor
The types of third party agreements that pose the biggest risks to medical practices
Your options when you are presented with such an agreement

Want to be a guest on PracticeCare®?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.

Connect with E.J. Cyran

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Lisa Levesque on Holding Yourself Accountable to Hold Your Team Accountable

whitec@marketvisorygroup.com (Carl White) — Tue, 17 Jun 2025 05:00:00 +0000

“Do as I say, not as I do” makes life easy for a while, but guess what: your staff will see you holding yourself to a different standard than them…even on the same policies. That’s not good! Holding yourself accountable isn’t always easy, but if you want the credibility of your team, you need to figure out how. My guest today coaches her clients on a variety of leadership topics, including this one, and will help us get started.

In this episode Carl White and Lisa Levesque discuss:

What real accountability looks like
What the hesitation is for leaders to hold themselves to the same standards as their staff
How to be accountable, and to demonstrate it publicly in the practice.

Want to be a guest on PracticeCare®?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.

Connect with Lisa Levesque

Video Resources Lisa Levesque Mentioned in this Episode

Help with a vision statement: https://www.youtube.com/watch?v=dZShbB59giM
Help with a mission statement: https://www.youtube.com/watch?v=1xs4I349cdc

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Daniel Tribby on Using Your Office Manager Properly

whitec@marketvisorygroup.com (Carl White) — Tue, 10 Jun 2025 05:00:00 +0000

I’ve seen a number of job descriptions in my career, and that for the office manager in a practice is one of the craziest. Why? Everything is in it, making it, in reality, the job description for many people. The office manager role is crucial, so why do this to people? My guest today helps practices build strategic and operational excellence, and he’ll help us understand how to use the office manager role properly.

In this episode Carl White and Daniel Tribby discuss:

Some of the worst uses of the office manager role he’s seen, and why they’re the worst
What the proper uses of the office manager role are

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Daniel Tribby

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Joe Lessard on Managing Overhead Costs in Your Practice

whitec@marketvisorygroup.com (Carl White) — Tue, 3 Jun 2025 05:00:00 +0000

One of the keys to a profitable medical or dental practice is to be smart on overhead costs. They’re significant, and sometimes difficult to find. If you don’t understand your overhead costs, or if you feel like you’re working harder for the same compensation, then this is an episode you’ll want to listen to.

In this episode Carl White and Joe Lessard discuss

What the main overhead costs in a practice are
What good vs. bad levels look like
Why more practice owners do not have a handle on their overhead costs

Want to be a guest on PracticeCare®?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.

Connect with Joe Lessard

For more depth on this episode, read Understanding and Managing Overhead Costs in Your Practice, a blog this guest wrote about it.

Connect with Carl White

https://www.linkedin.com/in/jake-goates-a8908a12/ https://www.facebook.com/profile.php?id=61553719583016

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Jake Goates on A Thoughtful Marketing Budget

whitec@marketvisorygroup.com (Carl White) — Tue, 27 May 2025 05:00:00 +0000

There are marketing budgets and thoughtful marketing budgets. What’s the difference? The thought put in! Not every marketing tactic works for every situation. Even the appropriately chosen marketing tactics need to be executed well. My guest today helps dental practices build thoughtful marketing plans and budgets, and we’ll tell us what he thinks.

In this episode Carl White and Jake Goates discuss:

The core elements of a thoughtful marketing budget
How a practice can get to what’s good to include in a marketing budget and what’s not

Want to be a guest on PracticeCare®?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.

Connect with Jake Goates

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Vinny Sankaran on New Tech in RCM

whitec@marketvisorygroup.com (Carl White) — Tue, 20 May 2025 05:00:00 +0000

There’s new technology in revenue cycle management, and it’s designed to make your RCM more effective and more profitable. My guest today runs a successful RCM business. He spends a good amount of time keeping up on new tech in RCM, and he’ll tell us what’s exciting to him.

In this episode Carl White and Vinny Sankaran discuss:

AI developments in RCM
Autonomous coding
Bots

Want to be a guest on PracticeCare®?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.

Connect with Vinny Sankaran

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Jamey Shrier on Costly Mistakes When Selling Your Practice

whitec@marketvisorygroup.com (Carl White) — Tue, 13 May 2025 05:00:00 +0000

If you own a practice, want to sell it one day, but have never sold a practice before, this episode is for you. A practice sale is a complicated sale. Lots of moving parts. It’s easy to make mistakes in complicated sales of entities you’ve never sold before. My guest today helps his clients grow their physical therapy practices and sell them, and his advice will help you no matter what type of practice you own.

Dr. Jamey Schrier, PT is a best-selling author, speaker and CEO of Practice Freedom U, a business training and coaching company designed for physical therapists. Jamey is a former private practice owner and his book, The Practice Freedom Method has helped scores of practitioners treat less, earn more, and enjoy the life they deserve. Soon after he sold his practice, he began teaching other practice owners and their teams his proven business building methodology to help them create successful private practices. Jamey has helped hundreds of private practice owners successfully grow their business achieving financial prosperity and freedom, and is on a mission to help hundreds, if not thousands more.

In this episode Carl White and Jamey Shrier discuss:

What Jamey means by “the sale” – just the transaction or what happens before and after it also
Who should be on a practice owner’s advisory team when selling
The proper role an owner should have during a sale
Some of the common and uncommon costly mistakes Jamey has seen

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Jamey Shrier

Practice quiz: https://bit.ly/PFUPTPracticeQuiz

Calendly: https://bit.ly/DiscoveryCallwithJamey

LinkedIn @jameyschrier

FB @jameyschrier

IG @jameyschrierpfu

Youtube @practicefreedomu

Connect with Carl White

https://www.linkedin.com/in/jimbilello/

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Jim Bilello on What's New in Google Ads

whitec@marketvisorygroup.com (Carl White) — Tue, 6 May 2025 05:00:00 +0000

Google Ads are a proven, powerful tool for practice owners to reach more new patients. Google does not sit still with its Ads platform. There are new features regularly. My guest today runs a marketing agency that specializes in Google Ads, and he’ll tell us what’s new in the platform.

Jim Bilello is President of US Marketing, a Google Ads agency that has specialized in Google Ads for well over a decade. Jim has over 20 years of sales and marketing experience and has represented key Hollywood Studios, e.g. Paramount, Fox, New Line, Disney, Miramax, Lions Gate for ancillary distribution to colleges and universities, started a college cinema cable network, Account Executive for Clear Channel Entertainment / Live Nation and represented Latin Grammy artists for Hispanic marketing for the Texas Rangers, the Arizona Diamondbacks, Verizon Wireless and Chase Bank. He has a Masters in Education and Marketing from Southern Illinois University - Carbondale and a Northwestern University Kellogg Graduate School of Business Executive Certificate in New Product Development.

In this episode Carl White and Jim Bilello discuss:

Local Service Ads (LSAs)
Changes with cookies
Promax Campaigns

Want to be a guest on PracticeCare®?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.

Connect with Jim Bilello

www.usmarketing.bz

https://www.facebook.com/USMarketingChicago

https://goo.gl/maps/emxGbx4NWt4njHZs7

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Michelle O'Connor on Paying Yourself What You're Worth

whitec@marketvisorygroup.com (Carl White) — Tue, 29 Apr 2025 05:00:00 +0000

Most practice owners develop a bad relationship with paying themselves. When they’re new they pay themselves very little because that’s all there is. As the practice grows they can pay themselves more and graduate up to paying themselves what they need. Most stay there, but what they need is almost always less than what they’re worth. My guest today helps her clients break through that barrier and realize the compensation they should get.

In this episode Carl White and Michelle O’Connor discuss:

How common it is for practice owners to underpay themselves
What drives practice owners to underpay themselves
What it takes for practice owners to break through this barrier and pay themselves what they’re worth

Want to be a guest on PracticeCare®?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.

Connect with Michelle O’Connor

LinkedIn - https://www.linkedin.com/in/successbiznessclub/

Facebook - https://www.facebook.com/successbiznessclub

Instagram - https://www.instagram.com/successbiznessclub/

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Alexis Gallati on Tax Benefits of Employing Your Kids

whitec@marketvisorygroup.com (Carl White) — Tue, 22 Apr 2025 05:00:00 +0000

Many of us are aware of some of the tax benefits of owning a practice. Few of us know about the tax benefits of employing your kids in your practice. My guest today provides tax, accounting, and business advice to her clients, and she’ll open our eyes about these tax benefits.

In this episode Carl White and Alexis Gallati discuss:

Some of the more common tax benefits
Examples of lesser known tax benefits (ex: when leasing equipment)
Good vs. bad practices when taking advantage of these tax benefits, for example, can your children be too young?

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Alexis Gallati

Resources from Cerebral Tax Advisors: https://www.cerebraltaxadvisors.com/practicecare/

Cerebral Tax Advisors Facebook: https://www.facebook.com/cerebraltax

Cerebral Wealth Academy Facebook: https://www.facebook.com/cerebralwealthacademy YouTube: https://www.youtube.com/@cerebralwealthacademy

Personal LinkedIn: https://www.linkedin.com/in/alexis-gallati/

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn:

Daniel Tribby on You Can't Abdicate Management

whitec@marketvisorygroup.com (Carl White) — Tue, 15 Apr 2025 05:00:00 +0000

I get it. All you want to do is treat patients. Thing is, you’re also the owner of the practice, and because of that, you must also lead it and manage it. If you don’t, then it will manage itself. Usually, those practices fall off the rails. My guest today is often called in to get practices like that back on the rails, and he’ll make the case that you cannot abdicate management.

In this episode Carl White and Daniel Tribby discuss:

Why so many practitioners abdicate management
The tell-tale signs to a practice owner that problems due to lack of management are setting in
The differences between practitioners who make good managers / leaders vs those who do not

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Daniel Tribby

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Drew Powers on Making Sure Your Disability Insurance is Current

whitec@marketvisorygroup.com (Carl White) — Tue, 8 Apr 2025 05:00:00 +0000

If you buy a disability insurance policy, if there’s one piece of advice to take away from this episode it’s this: make sure it’s current. That means much more than making sure the premiums are paid up, and my guest today is going to fill in the blanks for us.

Drew Powers is the Founder of Powers Financial Group, LLC, a Registered Investment Advisor. He specializes in advanced insurance and investment strategies for doctors. Drew is 100% independent, he doesn’t work with any investment or insurance company, which means he’s able to give unbiased advice that is most beneficial for his clients. Drew started his career in 2001 as a Market Maker on the Chicago Board Options Exchange, where he managed trading portfolios comprising of hundreds of equity- and equity-index option listings. In 2008, he transitioned to the role of Financial Advisor and Investment Advisor Representative, where he helped clients develop individual financial strategies. At Powers Financial Group, Drew leverages his stock and options trading expertise with his financial advising experience to help clients increase and protect their wealth. Drew lives in Naperville with his wife and their two children. He is an avid downhill skier, active in youth sports, a proud "Rooster" within the Naperville Jaycees, and is passionate about CrossFit and the Paleo/Primal Lifestyle.

In this episode Carl White and Drew Powers discuss:

What keeping your disability insurance policy current really means
The triggers that drive the need to update your disability insurance
Whether or not everyone needs disability insurance

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Drew Powers

Connect with Carl White

https://www.linkedin.com/company/bright-ideas-medical-consulting/

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Katie Nunn on Tracking Practice Performance KPIs

whitec@marketvisorygroup.com (Carl White) — Tue, 1 Apr 2025 05:00:00 +0000

Doctors and dentists measure their patients’ health to a great degree. Why not do the same for your own practice? Those metrics are called KPIs, and it’s critical to have a core set of them. With them, you can make sure your practice gets healthy, stays healthy, and gets stronger. My guest today helps practices define and measure KPIs, among other things, and she’ll help us get started in this episode.

In this episode Carl White and Katie Nunn discuss:

The must-measure KPIs no matter what type of practice you operate
The essential ingredients to implementing KPIs and using them for the long haul
The objections Katie hears from clients and how she overcomes them

Want to be a guest on PracticeCare®?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.

Connect with Katie Nunn

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Lisa Levesque on Mission Vision Purpose Values

whitec@marketvisorygroup.com (Carl White) — Tue, 25 Mar 2025 05:00:00 +0000

Usually, the happiest and most successful practice owners have a mission and purpose for their practice, a vision for it’s future, and values that guide the behaviors everyone follows. Mission, vision, purpose, and values take some work, but the work is worth it, and my guest today helps her clients figure them out for their practices.

In this episode Carl White and Lisa Levesque discuss:

What’s in a mission, vision, purpose, and values
The characteristics of practices that believe in their importance vs. those that do not
How to get started in determining what these should be for an individual’s practice

Want to be a guest on PracticeCare®?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.

Connect with Lisa Levesque

Video Resources Lisa Levesque Mentioned in this Episode

Help with a vision statement: https://www.youtube.com/watch?v=dZShbB59giM
Help with a mission statement: https://www.youtube.com/watch?v=1xs4I349cdc

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Joe Lessard on Buying vs. Starting a Practice

whitec@marketvisorygroup.com (Carl White) — Tue, 18 Mar 2025 05:00:00 +0000

You want to own your own practice. Should you start from scratch or buy someone else’s practice? Each has their pros and cons generally, and each has their pros and cons for you. My guest today helps his clients get to the answer that makes the most sense for them, and he’ll give us a taste for how can do it, too.

In this episode Carl White and Joe Lessard discuss

The pros and cons of starting your own practice
The pros and cons of buying an existing practice
How to decide what’s best for you if both are good choices

Want to be a guest on PracticeCare®?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.

Connect with Joe Lessard

https://www.instagram.com/thedoctorscpa/

Connect with Carl White

https://www.linkedin.com/in/danielawoerner/

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Daniela Woerner on Making The Practice Manager Role Work For You

whitec@marketvisorygroup.com (Carl White) — Tue, 11 Mar 2025 05:00:00 +0000

One of the more pivotal roles in any practice is the practice manager, whose role looks very different everywhere you go. Are you setting up that role for success, both for you and the practice manager? My guest today consults with medical practices. She finds herself working on this question a lot and shares her ideas with us.

Daniela Woerner is the Founder and CEO of Addo Aesthetics and the host of the Top 14 podcast, Spa Marketing Made Easy. She is an aesthetician who has worked as a spa director as well as consulted with the top skincare brands in the world, and is an expert in marketing strategy and retail sales in the spa industry.

In this episode Carl White and Daniela Woerner discuss:

Describing a good fit profile for the practice manager role
Hiring insights to find better fits faster
What good expectations look like for the practice manager role

Want to be a guest on PracticeCare®?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.

Connect with Daniela Woerner

https://www.facebook.com/addoaesthetics

https://www.instagram.com/addoaesthetics/

Get Addo Aesthetics’ Practice Manager Job Posting

https://offers.addoaesthetics.com/spa-manager-job-posting

Connect with Carl White

www.healthcareelevation.com

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

LynAnn Weaver on Accelerating Practice Growth Without Burnout

whitec@marketvisorygroup.com (Carl White) — Tue, 4 Mar 2025 06:00:00 +0000

Getting new patients is hard! You have to convince a bunch of strangers to choose your practice over your competitors. It’s exhausting! For some, it’s a reason for burnout, but it doesn’t need to be. My guest today helps her clients grow their practices without too much stress, and she tells us how.

In this episode Carl White and LynAnn Weaver discuss:

Why a marketing plan is so important, and what separates good from bad marketing plans
The importance of a great patient experience to keep patients coming back
How to build a referral machine and make it work to its full potential

Want to be a guest on PracticeCare®?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.

Connect with LynAnn Weaver

www.linkedin.com/in/lynannweaver

www.instagram.com/lynannweaver

www.facebook.com/lynannweaver

https://www.youtube.com/@HealthCAREElevation

Connect with Carl White

X: https://twitter.com/nlpractice

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Kelly Dahmer on Using Bonuses to Drive Practice Growth

whitec@marketvisorygroup.com (Carl White) — Tue, 25 Feb 2025 06:00:00 +0000

If you want to grow your practice, no amount of marketing will do it unless you have a strong team. There are many ways to get them invested in practice growth, and bonuses is one way that many practices overlook. My guest today helps dentists grow their practices, and she often builds a bonus program into the mix.

Kelly Dahmer, CEO of NextLevel Practice, is transforming the way dentists manage their practices by empowering them to decentralize their role and break free from the daily grind. By aligning their teams with a shared vision, dentists can maximize profitability and build a practice that operates seamlessly—without being stuck in the middle. Kelly’s proven strategies pave the way for dentists to achieve true freedom—becoming frustration-free, time-free, and debt-free—while ensuring they can retire comfortably and sustain the lifestyle they’ve worked so hard to create.

With over 6,000 practices guided and more than $1 billion in combined collections generated, Kelly and NextLevel Practice are equipping dentists to master the entrepreneurial side of their practices and build a lasting legacy.

In this episode Carl White and Kelly Dahmer discuss:

How using bonuses as a tool for growth works
How bonuses can motivate team members who aren’t financially oriented or even numbers oriented
What to do if a bonus system is in place but growth goals still aren’t being met
Misconceptions about bonuses and how to respond to them

Want to be a guest on PracticeCare®?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.

Connect with Kelly Dahmer

FB: facebook.com/NextLevelPractice/

IG: instagram.com/nlpractice/

LinkedIn: linkedin.com/company/nextlevel-practice

Free Resource Kelly Mentioned In the Episode:

Million Dollar Dentistry ebook: https://nextlevelpractice.com/mdd-ebook-promo/

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Alexis Gallati on Choosing a Retirement Plan

whitec@marketvisorygroup.com (Carl White) — Tue, 18 Feb 2025 06:00:00 +0000

An awesome retirement is everyone’s dream. Planning for that awesome retirement? Not so much, at least for some. It’s hard to predict the future, and there’s so much choice available for you. My guest today, a returning guest, helps her clients work through their choices, and she’ll help us get started.

In this episode Carl White and Alexis Gallati discuss:

How much you can contribute to a retirement plan
Complexity and cost as reasons to choose an option
The impact of having employees on your retirement plan choice
The value of a backdoor Roth IRA.

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Alexis Gallati

Resources from Cerebral Tax Advisors: https://www.cerebraltaxadvisors.com/practicecare/

Cerebral Tax Advisors Facebook: https://www.facebook.com/cerebraltax

Cerebral Wealth Academy Facebook: https://www.facebook.com/cerebralwealthacademy YouTube: https://www.youtube.com/@cerebralwealthacademy

Personal LinkedIn: https://www.linkedin.com/in/alexis-gallati/

Connect with Carl White

https://www.linkedin.com/in/steve-salee-a58560/ https://www.linkedin.com/company/wildfire-strategies/mycompany/?viewAsMember=true https://www.instagram.com/wildfirestrategies/

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

00:00 Introduction to PracticeCare with Carl White

01:25 Guest Introduction: Alexis Galati

02:43 Alexis Galati's Background and Expertise

05:35 Understanding Retirement Plan Contributions

12:53 Popular Retirement Plan Options

21:35 Understanding Pro Rata Rules

22:56 Navigating SEP IRA and 401k Transfers

23:27 Exploring Cash Balance Plans

24:02 Defined Benefit Plans and Contributions

25:55 Managing Cash Balance Plans with Employees

32:10 Mega Backdoor Roth Strategy

34:57 Retirement Planning Strategies

39:14 Final Thoughts and Practical Advice

Steve Salee on Saying I Don't Know Out Loud

whitec@marketvisorygroup.com (Carl White) — Tue, 11 Feb 2025 06:00:00 +0000

For some practice owners, saying “I don’t know” is about the most foreign and difficult thing to do. Turns out, it’s a show of strength, not weakness. If you feel it shows weakness, maybe you just need some help on how to say it out loud. My guest today coaches leaders and organizations to create amazing workplace cultures, and he’ll help us learn how to say those horrible words!

Steve Salee is with Wildfire Strategies. Steve founded Wildfire Strategies in 2008 with a vision of creating healthy workplace cultures that catch on like wildfire. Steve and his team build cultures of shared purpose, respect and trust that dramatically improve our clients’ performance. Using team and individual coaching, culture change programs and leadership retreats, they help clients develop the structures, behaviors and tools they need to succeed. Steve is a Professional Certified Coach and Certified Mentor Coach through the International Coach Federation (ICF). Steve is a member of the Forbes Coaches Council, a Fellow with the Institute of Coaching, and an Adjunct Lecturer at the Columbia University School of Social Work. He’s a member of the ICF, American College of Healthcare Executives, National Association of Social Workers, and the National Gay and Lesbian Chamber of Commerce. Steve and his family live in Westchester NY. He sings, rows and writes whenever he gets the chance.

In this episode Carl White and Steve Salee discuss:

Why it’s harder for leaders in healthcare vs. other industries to say “I don’t know”
Whether Steve sees this issue becoming bigger or smaller in healthcare
The ripple effects in a practice when the leaders avoid saying “I don’t know”

Want to be a guest on PracticeCare®?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.

Connect with Steve Salee

Connect with Carl White

https://crossfieldsdesign.com/listeners/

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Carolyn Boldt On Why Great Office Design Matters

whitec@marketvisorygroup.com (Carl White) — Tue, 4 Feb 2025 06:00:00 +0000

Office design is more than your chairs or your plants. Great office design welcomes patients and makes you more money. How? My guest today runs an architecture and design firm that helps practices optimize their office space, and she’ll explain how this works.

Carolyn is personally passionate about holistic health and wellness, and an outspoken advocate that the environment of your space impacts your success. With over 40 years of experience in the commercial interior industry, she holds a BS in Interior Architectural Design from University of Texas at Austin, is NCIDQ Certified, a Registered Designer, a LEED AP. In 2004, she and her husband, Scott, co-founded CrossFields as a design-build firm in Atlanta. In 2011 they changed their focus to expand the impact of holistic health by elevating the public’s image of alternative medicine through virtually creating outstanding healing environments nationwide.

In this episode Carl White and Carolyn Boldt discuss:

Offices that welcome patients vs. those that do not
The logic behind how office design can increase revenue

Link to Carolyn’s Checklist Mentioned in Her Episode

Want to be a guest on PracticeCare®?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.

Connect with Carolyn Boldt

https://www.facebook.com/CrossFields/

https://www.pinterest.com/crossfields/

https://www.instagram.com/crossfields_design/ https://www.linkedin.com/company/crossfields-inc

https://twitter.com/crossfieldsdsg

https://www.linkedin.com/in/carolynboldt/

Connect with Carl White

https://www.foxrothschild.com/edward-j-cyran

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

EJ Cyran on Landmines in Vendor Agreements

whitec@marketvisorygroup.com (Carl White) — Tue, 28 Jan 2025 06:00:00 +0000

While reviewing a contract between you and a vendor is anything but gripping, it has to be done. Why? There can be landmines placed all over them. My guest today is a healthcare attorney who helps his clients negotiate fair agreements, among his other services. He’ll share some of the landmines he finds and what you can do.

In this episode Carl White and E.J. Cyran discuss:

Why vendors sometimes skew agreements in their favor
The types of vendor agreements that pose the biggest risks to medical practices
Your options when you are presented with such an agreement

Want to be a guest on PracticeCare®?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.

Connect with E.J. Cyran

Connect with Carl White

https://www.linkedin.com/in/adam-russo-5ab85112

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Jake Goates on Managing Leads Matters More Than Generating Them

whitec@marketvisorygroup.com (Carl White) — Tue, 21 Jan 2025 06:00:00 +0000

As I record this, medical and dental practices nationwide are screwing up new patient leads they’ve paid good money to generate. Are you one of them? If you suspect it even just a little bit, then listen to what my guest today has to say about what to do about it.

In this episode Carl White and Jake Goates discuss:

1. What Jake means by “lead management” vs. “lead generation”

2. Why so many practices overlook managing the leads vs. generating them

3. What the components of lead management are

4. A few tips to make your lead management better

Want to be a guest on PracticeCare®?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.

Connect with Jake Goates

https://www.linkedin.com/in/jake-goates-a8908a12/

https://www.facebook.com/profile.php?id=61553719583016

Connect with Carl White

Website: http://www.marketvisorygroup.com

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Adam Russo on Know Your Metrics To Scale

whitec@marketvisorygroup.com (Carl White) — Tue, 14 Jan 2025 06:00:00 +0000

Scaling your practice sounds exciting. What about metrics? They sound boring, but if you don’t know them, then your odds of scaling successfully are very low. My guest today helps his clients scale their practices, and he’s going to convince you that knowing your metrics is the first step to scaling successfully.

A social worker by training, Adam Russo founded Edgewood Clinical Services, a behavioral health practice that he scaled to 140 employees and eight figure revenue. Adam sold the practice in 2020, became a regional VP with the equity group that purchased us, and after 2.5 years, transitioned into business coaching. Today Adam owns and runs Reliable Coaching and Strategy where he brings his experience and training as a coach to help his clients scale their practices.

In this episode Carl White and Adam Russo discuss:

How often his clients resist measuring metrics and what their objections are
Why measuring metrics is so critical
The metrics he recommends his clients measure when scaling

Want to be a guest on PracticeCare®?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.

Connect with Adam Russo

Connect with Carl White

linkedin.com/in/lindsay-d-267b8b7

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Lindsay DeLee-Arel on Hiring Better The First Time

whitec@marketvisorygroup.com (Carl White) — Tue, 7 Jan 2025 06:00:00 +0000

Whenever you hire someone, you’re hiring a stranger. Usually, the odds of getting that right are small, but are there ways to raise them? My guest today is a recruiter who helps small businesses hire better and she has ideas for us.

As the business owner of BizMatch llc, Lindsay DeLee-Arel leverages her expertise in event planning and customer relationship management (CRM) to create and facilitate successful matches between businesses and people. Lindsay has over 10 years of experience in social media, community outreach, and client relations in various industries throughout healthcare and nonprofit organizations. Her mission is to provide customized and personalized solutions that meet the needs and expectations of clients, whether they are looking for new opportunities, partnerships, or talent. Lindsay has a Master's in Non Profit Management from Spertus Institute of Jewish Studies.

In this episode Carl White and Lindsay DeLee-Arel discuss:

Why the stats in successful hiring are so bad
What tools are out there for individuals doing the hiring
When it makes sense to hire a recruiter vs. DIY

Want to be a guest on PracticeCare®?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.

Connect with Lindsay DeLee-Arel

Connect with Carl White

https://www.linkedin.com/in/joshfonger/

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Josh Fonger on Integrating Business and Faith

whitec@marketvisorygroup.com (Carl White) — Tue, 31 Dec 2024 06:00:00 +0000

A well running private practice has a lot of good things going for it. For some practice owners, some of those good things relate to faith. Is it possible to have faith while having a good practice? My guest today helps practice owners integrate the two and he’ll help us understand how to do it.

Josh Fonger is the founder of 4th Soil Ventures. He is a Christian business coach, consultant, and advisor and focuses on helping Christian men grow their business’s top line, bottom line, and finish line (or Kingdom Impact). Over the last 15 years Josh has personally consulted or coached over 1,000 business owners from more than 300 industries, from small startup businesses to $500M enterprises.

In this episode Carl White and Josh Fonger discuss:

What Josh means by faith
How to integrate faith into a practice
The benefits of integrating faith into a practice compared to not doing so

Want to be a guest on PracticeCare®?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.

Connect with Josh Fonger

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Michael Sonick on Treating People Not Patients

whitec@marketvisorygroup.com (Carl White) — Tue, 24 Dec 2024 06:00:00 +0000

As a practice owner, it’s true that you treat patients. When you get busy and in the groove during the day it’s really easy to forget that patients are people. You’re supposed to do a great job clinically, but what about the rest of the experience patients have with you? My guest today has structured his practice around the full patient experience and will help us understand what he means by that.

Michael Sonick, DMD, is an internationally known, highly regarded authority in the field of dental implantology and periodontology. A full-time practicing periodontist in Fairfield, Connecticut, he is also a frequent guest lecturer in the international program at New York University School of Dentistry and the University of Connecticut School of Dental Medicine. He lectures worldwide on the subject of esthetic implants, periodontal plastic surgery, guided bone regeneration, comprehensive treatment planning and the delivery of exceptional customer service. He is the author of the book Treating People Not Patients and co-editor of the multi-language textbook, Implant Site Development. He serves on the editorial boards of numerous journals including the Compendium of Continuing Education, the Journal of Cosmetic Dentistry, Inside Dentistry, Dentistry Today and also writes and publishes numerous papers in peer-reviewed journals. Dr. Sonick is a diplomate of the American Board of Periodontology, a diplomate of the International Congress of Oral Implantology, a fellow of the American Academy of Implant Dentistry, a fellow of the International Team for Implantology, a fellow of the International Society of Periodontal Plastic Surgeons, and an Eagle Scout. His mission is to improve the quality of patients’ lives as well as the lives of everyone he meets.

In this episode Carl White and Michael Sonick discuss:

What Michael means by treating people not patients
Examples of how Michael does it in his practice
What objections he hears from providers on the topic and how he responds

Want to be a guest on PracticeCare®?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.

Connect with Michael Sonick

IG @drmsonick

FB Michael Sonick

Linkdin.com/in/mikesonick

YouTube @michaelsonick

www.michaelsonick.com

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Vinny Sankaran on Robotic Process Automation

whitec@marketvisorygroup.com (Carl White) — Tue, 17 Dec 2024 06:00:00 +0000

What the heck is Robotic Process Automation and how does it apply to Revenue Cycle Management? In other words, RPM for RCM. My guest today runs a very successful RCM company that’s takes leading the way with new technology very seriously. He’ll tell us what all of this means.

In this episode Carl White and Vinny Sankaran discuss:

What RPM is and what it is not
Good uses of RPM
Questions to ask your RCM provider about RPM

Want to be a guest on PracticeCare®?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.

Connect with Vinny Sankaran

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn:

Michelle O'Connor on Focusing on the Right Things

whitec@marketvisorygroup.com (Carl White) — Tue, 10 Dec 2024 06:00:00 +0000

As a practice owner it’s inevitable that, from time to time, you’ll lie awake at night worried about things, but what if they’re the wrong things? My guest today coaches private practice owners on growing their practices, which requires focusing on the right things.

In this episode Carl White and Michelle O’Connor discuss:

How to figure out what’s worth focusing on
What some of the wrong things to focus on are

Want to be a guest on PracticeCare®?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.

Connect with Michelle O’Connor

LinkedIn - https://www.linkedin.com/in/successbiznessclub/

Facebook - https://www.facebook.com/successbiznessclub

Instagram - https://www.instagram.com/successbiznessclub/

Connect with Carl White

https://www.linkedin.com/company/bright-ideas-medical-consulting/

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Katie Nunn on Automation and Outsourcing Tips for Private Practice

whitec@marketvisorygroup.com (Carl White) — Tue, 3 Dec 2024 06:00:00 +0000

Before AI came along and stole the conversation about efficiency, there was automation and outsourcing. Both are alive and well, and they’re getting better and better. My guest today helps her private practice clients bring automation and outsourcing into their practices and she’ll share some of her best tips with us.

In this episode Carl White and Katie Nunn discuss:

The biggest promises of automation and outsourcing offer for private practices
Comparison of practices that embrace automation and outsourcing vs. those that don’t
Katie’s best tips for bringing automation and outsourcing into your practice

Want to be a guest on PracticeCare®?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.

Connect with Katie Nunn

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Lisa Levesque on Growth Requires Leadership

whitec@marketvisorygroup.com (Carl White) — Tue, 26 Nov 2024 06:00:00 +0000

When the owner of a practice is also a practitioner in the practice, it’s all too easy to forget that leadership of the practice is the most important role, especially if you want the practice to grow. Growth requires leadership, and my guest today coaches her clients on how to become the leader their practice needs.

In this episode Carl White and Lisa Levesque discuss:

The difference in roles between practitioner and leader
Why so many practice owners fall back into practitioner role
How a practitioner-owner can start the journey to becoming a leader

Want to be a guest on PracticeCare®?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.

Connect with Lisa Levesque

https://www.facebook.com/FPCoachMA/

Connect with Carl White

https://www.linkedin.com/in/carolynbaruch/

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Carolyn Baruch on Patient & Practice Friendly HIPAA Compliant Forms

whitec@marketvisorygroup.com (Carl White) — Tue, 19 Nov 2024 06:00:00 +0000

Patient forms are a painful part of practice. Most practices report having to chase down patients for bits of missing information, and those forms have to be HIPAA compliant as well. My guest today runs a company that helps make HIPAA compliant forms that are also friendly, and she’ll share her tips on how to make them compliant and friendly.

Along with her husband, Jeff, Carolyn Baruch has owned the Highland Group (medical and dental website design) and their newer division, The Form Team, for 24 years. Before that, Carolyn worked in mental health as a therapist and Jeff was a graphic artist in the printing industry. When she’s not working, Carolyn is singing in choirs, dancing at Jazzercise and enjoying her Golden Retriever, friends and family!

In this episode Carl White and Carolyn Baruch discuss:

The form that must be HIPAA compliant
Why the patient forms experience can cause patients to switch practices
What makes forms friendly for patients and the practice

Want to be a guest on PracticeCare®?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.

Connect with Carolyn Baruch

https://www.facebook.com/theformteam

Connect with Carl White

Facebook: https://www.facebook.com/p/Conflict-Management-Strategies-Inc-100057266327543/?paipv=0&eav=Afabcl1nrfeODBVL4VZium6AGh7Dx3NWGcTraIyP_pzLoE3b_X0BsvDqOUPZohmaZPw&_rdr

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Carol Bowser on Tells of Employee Conflict

whitec@marketvisorygroup.com (Carl White) — Tue, 12 Nov 2024 06:00:00 +0000

Two people will eventually disagree about something. Not much to see there. However, when it elevates to “employee conflict” you have something on your hands that you need to deal with. The kicker? Employee conflict might be all around you. What are the tells? What can you do about it? My guest today helps practice find it and deal with it and will share her insights with us.

Carol Bowser, J.D is a workplace conflict expert. After practicing Employment Law for several years, Carol founded Conflict Management Strategies when she realized a lawsuit can’t deliver the level of resolution and satisfaction that is gained when people are actively involved in creating solutions to their workplace conflict. In her over 20 years of experience, she has discovered some universal themes about workplace conflict and loves to share how people at all levels can strengthen their conflict resolution muscles.

In this episode Carl White and Carol Bowser discuss:

Where in a practice employee conflict might begin
How people inadvertently escalate conflict when they’re trying to de-escalate
The difficult conversation needed, common responses to them, and how to respond

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Carol Bowser

Linkedin: https://www.linkedin.com/in/carol-bowser/

Instagram: https://www.instagram.com/carol.bowser/

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Prerna Malik on Using Email Effectively to Grow Your Practice

whitec@marketvisorygroup.com (Carl White) — Tue, 5 Nov 2024 06:00:00 +0000

Email in your marketing plan. Have you rolled your eyes and groaned yet? When done well, email has its place. What does well look like? My guest today helps practices use email effectively and she’ll share some tips with us.

Prerna Malik is co-founder of Content Bistro, the creator of the strategy-first copywriting program — Ready-to-Sell™, and is a Copyhackers-certified conversion copywriter. She uses her proprietary Conversion Brew® process for writing conversion-rich, coercion-free emails that balance persuasion AND personality while blending sales strategies seasoned with integrity. She has written for over 500 clients, including marketing icons such as Pat Flynn, Amy Porterfield, Joanna Wiebe, and countless others. If you need her after work hours, you can find her introverting with her nose in a book, baking up a storm in the kitchen, or traveling the world with her husband and business partner, Mayank, and their daughter, Manini.

In this episode Carl White and Prerna Malik discuss:

Why so many people groan at the term “email marketing”
What makes email for a practice effective
Email tools she like for private practice owners

Constant Contact Email

We are a fan of Constant Contact for email with our private practice clients. It offers a lot of features, is easy to use, is quite difficult to outgrow, is HIPAA compliant, and is budget friendly.

If this catches your attention and you’d like to sign up, you can do so here. Full disclosure – this is an affiliate link, which means that we’ll earn a small commission if you use it.

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Prerna Malik

Website https://contentbistro.com/newsletter

Instagram https://www.instagram.com/contentbistro/

LinkedIn https://www.linkedin.com/in/prernamalik/

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Joelene Gioulis on People and Automation in Private Practice

whitec@marketvisorygroup.com (Carl White) — Tue, 29 Oct 2024 05:00:00 +0000

Any private practice has a lot of stuff to get done. You’ve always needed people. Automation is a more recent option, one met with both excitement and skepticism. Every so often any practice owner should look at their practice and ask – is this optimized? My guest today helps her clients look at their people and automation and has some ideas for us.

Joelene Gioulis believes in a world where everyone's dreams of success are attainable. As a business strategist who has studied in business and leadership for over 20 years, Joelene brings a unique skill of innovative and resourceful strategies to help leaders and companies grow to the next level. She has a proven executive management track record with a wealth of knowledge and success in streamlining operations for maximum efficiencies and optimization, strategic solutions for growth, risk mitigation, change management and Human Resources.

In this episode Carl White and Joelene Gioulis discuss:

What automation Joelene is seeing in private practice that’s exciting and why
What automation you see that worries her and why
How private practices should think about balancing people and automation

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Joelene Gioulis

attainablesuccessllc.com

Connect with Carl White

https://www.facebook.com/functionallawyer

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Scott Rattigan on What's New in Telemedicine

whitec@marketvisorygroup.com (Carl White) — Tue, 22 Oct 2024 05:00:00 +0000

Telemedicine is developing pretty rapidly. My guest today specializes in helping functional medicine practices who want to build out a telemedicine practice in part or in whole. He was a guest about a year ago and he’s coming back to tell us what’s new in telemedicine now.

Scott Rattigan is an attorney, a nationally recognized speaker, podcast host, and bestselling author of The Practice of Telemedicine. He is the founder of Functional Lawyer, and co-founder of Origins Incubator. Scott was inspired to help the functional medicine community after helping his wife build her functional medicine practice, and watching her colleagues searching but not finding solid legal and business foundations to reduce unnecessary risks. Through Functional Lawyer and Origins Incubator, he helps practitioners to protect their license and grow their practice with confidence.

In this episode Carl White and Scott Rattigan discuss:

What’s new in telemedicine in the last year

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Scott Rattigan

https://www.instagram.com/functionallawyer

https://www.linkedin.com/company/functional-lawyer/https://www.youtube.com/functionallawyer

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Eric Miller on Planning for Profits

whitec@marketvisorygroup.com (Carl White) — Tue, 15 Oct 2024 05:00:00 +0000

Hoping and planning are different. You can hope for profits but you’ll be lucky if they come. It’s much better to plan for profits – both in earning them and spending them. My guest today works with private practice owners as a financial advisor to figure out both and he shares his thinking with us.

Eric Miller has served over 20 years in the financial industry and co-owns a national financial planning company dedicated to serving the needs of healthcare owners, Econologics Financial Advisors. He has personally had over 20,000 conversations with practice owners at every phase of ownership. He has published countless articles, videos, and podcasts on various financial topics and is an expert on matters concerning creating economic independence for a practice owner’s business and household. He has recently published a book “How To Become a Financial Beast” which quickly became a bestseller on Amazon.

In this episode Carl White and Eric Miller discuss:

The difference between hope and planning
The mindset differences required to plan vs. hope
What success vs. failure looks like
What to do with profits.

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Eric Miller

YouTube - https://www.youtube.com/c/FinancialBeast

Facebook - facebook.com/econologicsfinancial

LinkedIn - linkedin.com/in/ericisyourbfff

Connect with Carl White

https://www.linkedin.com/in/davidtelisman/https://www.facebook.com/davidtelismancommunications https://www.youtube.com/channel/UC223sylm_0a7_pREJPVG2aw

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

David Telisman on Why Content is Critical for Marketing

whitec@marketvisorygroup.com (Carl White) — Tue, 8 Oct 2024 05:00:00 +0000

Many practice owners seem to resist wanting to create new ways to talk about their practice, i.e.: content. Why is that? My guest today creates new content for businesses for a living, and he’s going to give us a case for new content in your marketing.

David is Founder of David Telisman Communications, LLC, a content writing and marketing company that works with businesses across multiple industries to inspire their customers to buy from them. With 26 years of professional writing, marketing communications, and education experience, David creates content for organizations, allowing them to elevate their brands, grow their business, and stand out in a sea of competitors.

In this episode Carl White and David Telisman discuss:

Why practice owners should want to create new content about their practice
What objections David gets and how he overcomes them
How practice owners can get started on creating new content for their practice

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with David Telisman

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn:

https://www.instagram.com/mancuso_clinic

Sylvain Mancuso on Increasing Compliance to Treatment

whitec@marketvisorygroup.com (Carl White) — Tue, 1 Oct 2024 05:00:00 +0000

Patients not listening to your instructions is probably one of the more annoying parts of the job of a healthcare provider, so anything that can be done to increase compliance to treatment is a benefit for patients and your practice. My guest today owns and runs a practice where compliance is especially needed, and he shares his ideas with us.

As the owner of the Mancuso clinic in New Brunswick in Canada, Sylvain Mancuso, has blended his expertise in physiotherapy and osteopathy to pioneer a hybrid care model. Over the last 12 years, he’s dedicated himself to evolving their services to include both in-person and online treatments, ensuring accessible, comprehensive care. This unique approach allows them to meet the diverse needs of our community, providing personalized, effective health solutions.

In this episode Carl White and Sylvain Mancuso discuss:

How poor compliance to treatment affects his patients
How they have improved compliance to treatment
What the benefits are to patients and to the practice

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Sylvain Mancuso

www.mancusoclinic.com

https://www.linkedin.com/in/sylvain-mancuso-86a48143/

Connect with Carl White

https://www.instagram.com/dynamictaxcfo

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Stephan Goldsmith and Kristen Engeron on The Augusta Rule

whitec@marketvisorygroup.com (Carl White) — Tue, 24 Sep 2024 05:00:00 +0000

While many people have heard of Augusta National Golf Club, have you heard of the Augusta Rule? It’s a rule in tax law that seems to apply to more businesses than it might seem but you need have the details in place. My guests today help their clients with their tax and financial planning, including claiming the Augusta Rule when it’s appropriate.

Stephan Goldsmith is president of iAccounting Solutions and Kristen Engeron is the CEO of Legacy Consultants. Stephan & Kristen often work together to help medical practice owners navigate the tax & financial pitfalls so they can run their practice in confidence and gain valuable time back in their lives.

In this episode Carl White, Stephan Goldsmith, and Kristen Engeron discuss:

What the Augusta Rule is
What the requirements are

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Stephan Goldsmith and Kristen Engeron

https://www.facebook.com/dynamictaxcfo

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Dr. Ashley Maltz on Building a Referral Base

whitec@marketvisorygroup.com (Carl White) — Tue, 17 Sep 2024 05:00:00 +0000

Referrals are the lifeblood of any successful private practice, and the longer you’ve been in practice the greater volume of referrals you should be getting. That doesn’t happen on its own. My guest today has built a referral base that feeds her practice and she shares her ideas on how she did it.

Dr. Ashley Maltz is an integrative medicine physician at West Holistic Medicine in Austin, TX. After Dr. Maltz earned a Medical Degree and Master in Public Health from the University of Texas Medical Branch (UTMB) in Galveston, TX, and she completed a combined Internal and Preventive Medicine Residency at UTMB. She then pursued and completed a 2-year Integrative Medicine Fellowship at Stamford Hospital, in Stamford, Connecticut. During her Fellowship, she underwent clinical training in Medical Acupuncture, trigger point injections, meditation, spirituality, clinical nutrition, mind-body therapies, botanicals and herbs, as well as an intensive 1000-hour online curriculum created by The University of Arizona Integrative Medicine Program founded by Dr. Andrew Weil. During this time, she also completed a 300-hour Medical Acupuncture course through the State University of New York (SUNY) Downstate.

In this episode Carl White and Ashley Maltz discuss:

What a good referral base looks like
How she built her referral base
What she’s learned about how to build a referral base successfully

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Ashley Maltz

@ashleymaltzmd

@westholistimedicine

Connect with Carl White

https://www.linkedin.com/in/frankcurtin/

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Frank Curtin on Orderly vs. Chaotic Growth

whitec@marketvisorygroup.com (Carl White) — Tue, 10 Sep 2024 05:00:00 +0000

Everyone wants their growth to be orderly, but that doesn’t happen on its own. If you leave it on its own, it will be chaotic growth. My guest today works with dental practices to help them grow in an orderly way and shares his insights on how to do it.

Frank Curtin is a seasoned management consultant with a distinguished tenure at IBM. He’s been imparting his knowledge for 25 years. With a primary focus on collaborating closely with dentists for the past nine years, he holds invaluable insights into fostering success in managing a dental practice. In partnership with his close associate, Dr. Forrest Bryant, Frank established High Speed Consulting. Their innovative approach, driven by the TSG Method Business Management System, has positively impacted over 250 businesses and continues to expand its reach. Frank earned his MBA from The Ohio State University's Fisher College of Business.

In this episode Carl White and Frank Curtin discuss:

What orderly and chaotic growth each looks like
The essential ingredients to grow in an orderly way
Mistakes he sees when growing and how to avoid them

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Frank Curtin

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Daniel Tribby on Why Marketing and Sales Are Required For Your Practice

whitec@marketvisorygroup.com (Carl White) — Tue, 3 Sep 2024 05:00:00 +0000

The vast majority of private practices have enough competition that getting new patients isn’t guaranteed. You have to convince them to choose you. That takes marketing and sales. My guest today coaches private practices owners on how to do both and he’ll try hard to convince you that you need it as well.

In this episode Carl White and Daniel Tribby discuss:

What he means by the terms marketing and sales
Why marketing and sales are so important to private practices
Good vs. bad marketing and sales practices he sees

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Daniel Tribby

Connect with Carl White

https://www.linkedin.com/in/kylewfrancis/

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Kyle Francis on Doctor Friendly DSOs

whitec@marketvisorygroup.com (Carl White) — Tue, 27 Aug 2024 05:00:00 +0000

DSOs are not private practices, but does every DSO behave that way? Are there any that are doctor friendly? Clinically agnostic? My guest today says they are out there and he’ll help us understand more about them.

In 2007, Kyle created Professional Transition Strategies to facilitate the sale of over 500 dental practices exclusively as a seller’s representative. His M&A work has resulted in over 2 billion in total deal flow for his clients. His specialty is offering unique options to sellers allowing them to explore individual, group, and private equity investments to achieve the transition goals of his clients. Kyle has also consulted practices, medical device companies, and groups of practitioners. He has used this knowledge to help build more than 100 medical and dental startups and has helped construct another 100 locations.

In this episode Carl White and Kyle Francis discuss:

The size of the DSO market
Why P/E groups are so interested in the dental industry
How a doctor can determine which DSOs are doctor friendly
What being a clinically agnostic DSO means

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Kyle Francis

https://www.linkedin.com/company/professional-transition-strategies/https://www.facebook.com/ProfessionalTransitionStrategies/

Connect with Carl White

https://www.facebook.com/kirkteachout
https://www.instagram.com/kirkteachout/
https://www.linkedin.com/in/kirk-teachout/
https://www.tiktok.com/@kirkteachout

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Kirk Teachout on What's Next For Early Career Doctors and Dentists

whitec@marketvisorygroup.com (Carl White) — Tue, 20 Aug 2024 05:00:00 +0000

Early career doctors and dentists know one thing about their career – it’s early! Your career will likely evolve, but what comes next? My guest today helps early career dentists work through this very question, and he has some advice for you.

Kirk Teachout is a business coach, serial entrepreneur, and bestselling author. With the launch of his latest venture, "The Seven Figure Dentist" program through IV Quarter Coaching, he now unlocks secrets of dental practice management. His diverse experience across multiple industries has armed him with invaluable insights and tactics that ensure personal and professional growth. Teachout aims to empower other dental practice owners to realize similar successes. His four pillars—culture, team, systems, and schedule—are the secrets to successfully scaling dental practices without burning out.

In this episode Carl White and Kirk Teachout discuss:

The choices early career doctors and dentists have in front of them
How early career doctors and dentists should determine what the next best choice is for them

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Kirk Teachout

Connect with Carl White

www.hudsontransitions.com

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Sean Hudson on Selling to a DSO

whitec@marketvisorygroup.com (Carl White) — Tue, 13 Aug 2024 05:00:00 +0000

If you’re thinking of selling your practice to a DSO or an MSO, please be eyes wide open. Remember, they buy practices all day long, but you only sell a practice once. The buyer knows more than you do and they care about themselves more. Can it be a good sale for you? Yes it can. My guest today helps dental practices find good buyers, and his advice will help any seller.

Sean Hudson is a partner with Hudson Transition Partners, Inc, a practice brokerage service for dentists. Sean is past president of the National Association of Practice Brokers (NAPB) and the current co-chair of the Practice Valuation Study Group (PVSG). Hudson Transition Partners has transitioned over 600 dental practices and completed well over 1,000 dental practice valuations. They’ve been transitioning practices for over 20 years. Additionally, Sean is published in Dental Economics and speak annually for NYSDA and past speaker at UB and NYU.

In this episode Carl White and Sean Hudson discuss:

What do DSO buyers want when looking at a practice to buy
What warnings he has for sellers when talking to DSOs
Insights about what dentists do after the sale is completed

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Sean Hudson

Connect with Carl White

https://www.linkedin.com/company/customfit-concierge-medicine-health-and-fitness/https://www.facebook.com/CustomFitConcierge https://www.instagram.com/customfit_concierge_medicine/

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Jeff Bitter & Rick Tilquist on Convincing Patients to Private Pay

whitec@marketvisorygroup.com (Carl White) — Tue, 6 Aug 2024 05:00:00 +0000

If you’re thinking of starting a private pay practice, or adding private pay services to your practice, don’t assume patients will just pay it. You have to convince them. How? My guests today run a private pay physical therapy practice and attract patients who could use their insurance with other physical therapists, but don’t. They tell us how they do it.

Jeff Bitter, DPT, opened CustomFit Concierge in 2017 to best serve the physical therapy and health needs of the community of Chicago and surrounding areas. This practice was intentionally designed to offer services 1:1 with clients in their home, as a private “for hire” mobile practice. Jeff has 11 years of experience in physical therapy and he’s certified in TPI for golf and geriatrics and COMT for manual skills.

Rick Tilquist is a partner and practicing physical therapist at CustomFit Concierge. He’s approaching 10 years of experience treating patients. Rick specializes in helping geriatric patients as well as those with orthopedic, neurological and weight loss issues. Rick also treats patients with Parkinson’s Disease.

In this episode Carl White Jeff Bitter and Rick Tilquist discuss:

Why they chose the private pay route instead of insurance based
How they convince patients to choose their practice instead of others
What they’ve learned since opening to make their practice more competitive

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Jeff Bitter and Rick Tilquist

Connect with Carl White

https://www.linkedin.com/company/equinox-business-law-group-pllc/https://www.facebook.com/Equinoxbusinesslaw/

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Michelle Bomberger on Navigating Transparency Laws

whitec@marketvisorygroup.com (Carl White) — Tue, 30 Jul 2024 05:00:00 +0000

Laws and regulations governing transparency for private practice owners are only growing. Whether you like it or not, you’re responsible to stay up to date and navigate them. My guest today runs a law firm devoted to helping small businesses, and private practices, do just that.

Michelle Bomberger believes that every business deserves to have the same strategic law advantages as mega-corporations. She is the Founder and Managing Attorney at Equinox Business Law Group. Her experience as a business owner and entrepreneur gives Michelle unique insights into the emotional and practical aspects of owning a business and how important legal infrastructure is to growth and success.

In this episode Carl White and Michelle Bomberger discuss:

Changes Michelle is seeing in transparency laws and regulations for private practices
Why private practice owners should have an attorney “on call” all the time

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Michelle Bomberger

Connect with Carl White

https://www.snowcloudv.com/

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Drew Mayer on Getting Started with Remote Patient Monitoring

whitec@marketvisorygroup.com (Carl White) — Tue, 23 Jul 2024 05:00:00 +0000

While remote patient monitoring has been around for a while, its adoption hasn’t quite made it to the private practice world in a mass way. What would it take to change that? My guest today lives in this world and will tell us what he thinks about it.

Drew Mayer is the Founder and CEO of Snow Cloud Ventures. Drew is a health tech entrepreneur with 25 years of diverse expertise spanning healthcare and technology. This experience enables Drew to assess the practicality of new solutions while offering thoughtful strategic advice and mentorship to founders and their teams.

In this episode Carl White and Drew Mayer discuss:

The basics of remote patient monitoring
What’s new in remote patient monitoring
What remote patient monitoring needs to succeed to be used by private practices

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Drew Mayer

https://www.linkedin.com/in/drew-mayer/

Connect with Carl White

https://www.instagram.com/thecosmeticgyn
https://www.facebook.com/thecosmeticgyn
https://www.youtube.com/channel/UCtC4OS8pYScZ2gIVjfJQh5g
https://www.tiktok.com/@thecosmeticgyn

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Dr. Michael Reed on The Courage To Start Over

whitec@marketvisorygroup.com (Carl White) — Tue, 16 Jul 2024 05:00:00 +0000

Success in business MUST include the possibility that you’ll have to start over. It’s easy to say, but doing it takes real energy and courage. My guest today has started over a couple of times. If you’re staring at the possibility yourself, I encourage you to hear what he has to say.

Dr. Michael Reed aka The Cosmetic Gyn, is a leading board-certified cosmetic gynecologist with over 20 years of experience in women's sexual health. Dr. Reed's mission is to destigmatize sexual health services and normalize discussions about both sexual health and pleasure, empowering women in the process. Patients choose Dr. Reed because of his exceptional surgical skills, unwavering professionalism, and personalized attention. He approaches patient care holistically, utilizing cutting-edge non-invasive technologies, optimizing hormone therapies, and prioritizing active listening to address his patients’ unique needs and desires. As a member of prestigious organizations such as the American College of Obstetrics and Gynecology (ACOG), the North American Menopausal Society (NAMS), and the International Society for the Study of Women’s Sexual Health (ISSWSH), Dr. Reed remains at the forefront of advancements in female cosmetic surgery.

In this episode Carl White and Dr. Michael Reed discuss:

The episodes in his career where he started over
How he decided he needed to start over instead of staying where he was
The advice he has for physicians who might need to start over in their own career

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Dr. Michael Reed

Connect with Carl White

https://www.linkedin.com/in/martindentaljessica/

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Matthew Norton & Jessica Martin On Giving Your Team More Than A Paycheck

whitec@marketvisorygroup.com (Carl White) — Tue, 9 Jul 2024 05:00:00 +0000

Does your staff show up only for the paycheck? If so, there’s more you can give them. Why bother to do that? Greater job satisfaction for them and better profitability for you. My guests today have some ideas on how you can get started.

Matthew Norton is an expert in human behavior and cognitive science and is the founder of People Plus Purpose, a company that coaches business owners to fulfill their purpose and achieve the success they’re seeking. Matthew is also the creator of numerous innovative assessments that provide unique insights into people’s key strengths and signature styles leading to improved interpersonal understanding, communication and collaboration.

In this episode Carl White, Jessica Martin and Dr. Andrew Norton discuss:

The components of job satisfaction that are not money
How practice owners figure out what components they can and should offer
How practice owners measure their success with these other components

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Jessica Martin and Dr. Andrew Norton

https://www.linkedin.com/in/matthew-norton-bb901a7/https://www.facebook.com/MartinManagementEC/

https://peoplepluspurpose.com/NortonMartinProgram/

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Jeff Russell on Doctors Earning More While Working Less

whitec@marketvisorygroup.com (Carl White) — Tue, 2 Jul 2024 05:00:00 +0000

As the owner of a private practice, do you want every day you work to be as long and as hard as the day you opened your doors? My guest today says it doesn’t have to be that way and he helps private practice owners work less while earning more.

As a successful serial entrepreneur, Jeff teaches providers how to unchain themselves from the daily grind by creating a practice that runs without them. Jeff gives providers a framework to follow where they can leverage extenders to work less, and make more than they ever have.

In this episode Carl White and Jeff Russell discuss:

The mindset changes a provider needs to make to work less while earning more
The fundamental nuts and bolts of implementing the strategy

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Jeff Russell

jeff@iapam.com

FireYourselfFirst.com

+1 (602) 903-5030

LinkedIn: in/thejeffrussell

Facebook: /fireyourselffirst

Connect with Carl White

https://www.linkedin.com/in/rachel-draelos-md-phd-2754434a

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Dr. Rachel Draelos on Bringing AI To Your Private Practice

whitec@marketvisorygroup.com (Carl White) — Tue, 25 Jun 2024 05:00:00 +0000

You can’t throw a football today without hitting AI somewhere. What are some areas where you can bring AI into your private practice? My guest today is working on it and she’ll share her ideas.

Dr. Rachel Draelos is a physician scientist and the CEO/Founder of Cydoc, a health AI company. The Cydoc Smart Patient Intake Form interviews patients using medical reasoning, then generates a focused HPI/subjective section of a medical note, saving 10 minutes per visit. Cydoc’s overall mission is to create the first AI-native EHR. Dr. Draelos was the first person to graduate from Duke University with an M.D. and a Ph.D. in Computer Science, and has published research across multiple areas of artificial intelligence for medical applications. Dr. Draelos is also the author of the popular AI and medicine blog Glass Box.

In this episode Carl White and Dr. Rachael Draelos discuss:

AI applications in private practice today
How can highly regulated private practice medicine think smartly about unregulated AI today?
The future she sees in AI for private practice

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Dr. Rachel Draelos

www.cydoc.ai

https://twitter.com/racheldraelos?lang=en

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn:

Drew Powers on Good Insurance Choices By Career Stage

whitec@marketvisorygroup.com (Carl White) — Tue, 18 Jun 2024 05:00:00 +0000

Which types of insurance make sense by your stage of career? In my opinion, insurance companies, from auto to life to long term care, do a terrible job of explaining this. My guest today does a good job of it. He’ll see if he can help make some sense of it for you.

Drew Powers is the Founder of Powers Financial Group, LLC, a Registered Investment Advisor. He specializes in advanced insurance and investment strategies for doctors. Drew is 100% independent, he doesn’t work with any investment or insurance company, which means he’s able to give unbiased advice that is most beneficial for his clients. Drew started his career in 2001 as a Market Maker on the Chicago Board Options Exchange, where he managed trading portfolios comprising of hundreds of equity- and equity-index option listings. In 2008, he transitioned to the role of Financial Advisor and Investment Advisor Representative, where he helped clients develop individual financial strategies. At Powers Financial Group, Drew leverages his stock and options trading expertise with his financial advising experience to help clients increase and protect their wealth. Drew lives in Naperville with his wife and their two children. He is an avid downhill skier, active in youth sports, a proud "Rooster" within the Naperville Jaycees, and is passionate about CrossFit and the Paleo/Primal Lifestyle.

In this episode Carl White and Drew Powers discuss:

How to think about insurance as part of building wealth
Good insurance choices for early career stage doctors and dentists
Good insurance choices for mid and later career stage doctors and dentists

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Drew Powers

Connect with Carl White

https://www.linkedin.com/in/thesampatel

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Sam Patel on Making Your Practice Revenue More Passive

whitec@marketvisorygroup.com (Carl White) — Tue, 11 Jun 2024 05:00:00 +0000

Earning revenue in a typical medical or dental practice is a grind. See patients to get paid. What if you could have passive income as well? My guest today helps a wide variety of practices in healthcare bring passive income in the door, and he’ll share some insights to help you get started.

Sam Patel is an accomplished serial entrepreneur with extensive experience in the healthcare sector. As an alum from Purdue University and carrying both a Doctor of Medicine and Master in Business Administration degrees, he possesses a unique skill set to optimize medical practices and patient care while achieving substantial profits. As the previous owner of multiple healthcare practices, Sam excels in both the initial development and long-term success of businesses in the industry. Today, Sam serves as an international consultant helping thousands of practices grow along with speaking globally at conferences.

In this episode Carl White and Sam Patel discuss:

The basic definition of bringing in passive income into a practice
The barriers Sam sees that block practice owners from starting
The essentials of getting started to bring passive income into a practice

Want to be a guest on PracticeCare®?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.

Connect with Sam Patel

www.astraculture.com

https://www.instagram.com/the.sam.patel/

https://www.tiktok.com/@thesampatel

Connect with Carl White

https://info.wrennefinancial.com/exploring-values-exercise

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Daniel Wrenne on Connecting Money to Values

whitec@marketvisorygroup.com (Carl White) — Tue, 4 Jun 2024 05:00:00 +0000

If you set a goal and hit it but your values are left by the wayside, did you really get what you want? Everyone has values, and in financial planning everyone has goals, but those values don’t often seem to get into the conversation. My guest today will help us get started on it.

Daniel Wrenne is the owner of Finance for Physicians. Daniel loves helping people use their finances to live better lives. Ultimately, he wants to live a life worth imitating and help others do the same. Above all, he values his faith in Christ and his family. Most of his spare time involves wrestling his boys — Noah, Henry, and Andrew —coaching soccer, and spending time with his wife, Alison. It should also be noted he has a pretty serious hot sauce obsession.

In this episode Carl White and Daniel Wrenne discuss:

What Daniel means by values-based investing
If values or goals are more important, and what happens if they disagree
What the discussion about values with clients looks like

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Daniel Wrenne

https://financeforphysicians.co/

https://www.linkedin.com/in/danielwrenne/

Connect with Carl White

https://www.linkedin.com/in/stuschaff/

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Stu Schaff on The Right Physician Compensation Model

whitec@marketvisorygroup.com (Carl White) — Tue, 28 May 2024 05:00:00 +0000

Although compensation seems like it’s all about the money, it’s not all about the money. Why not? My guest today is a physician compensation expert and explains.

Stu Schaff is an expert in physician compensation and physician engagement. For over 15 years, he has worked closely with the leadership of more than 100 healthcare organizations across the United States, like Dignity Health and Trinity Health, to develop truly impactful physician compensation strategies and plans. As a trusted advisor, Stu empowers medical group leaders to break the cycle of constantly having to react to dissatisfied physicians. His proactive approach is thoughtfully tailored to each group he serves, leading to improved recruitment, retention, and engagement.

In this episode Carl White and Stu Schaff discuss:

The key (and often overlooked) differences between physician-owners and physician-employees and how different compensation models reinforce a different mindset for physician-employees
How physician owners should be thinking about compensation
Why just implementing a new compensation model doesn’t usually solve the underlying problems (it’s like putting a band-aid on cancer)

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Stu Schaff

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Tony Schifano on Helping The Planet's Health

whitec@marketvisorygroup.com (Carl White) — Tue, 21 May 2024 05:00:00 +0000

Sure, you’re likely in favor of helping the environment and helping the planet. If you think there’s not much you can do as a small practice in healthcare, my guest today is going to change your thinking.

Tony Schifano founded Antos Environmental 36 years ago and has been driving environmental initiatives long before the word ‘sustainability’ was ever used. Their clients include many of the nation’s large hospital systems. Their services span operational initiatives including single use plastic elimination, environmental monitoring, and changing culture in an organization to support them, and sustainable strategies and compliance ranging from environmental management policies and procedures to environmental stewardship. Tony is the exclusive consultant for the American Hospital Association, a Director of the Green Hospital Initiative in China, he co-wrote the Medical Waste Tracking Act in 1988 and State Regulations relating to waste tracking and waste disposal in 17 States and in Puerto Rico.

In this episode Carl White and Tony Schifano discuss:

What can smaller practices in healthcare do to reduce waste/associated costs - avoid landfill
How smaller practices can stay motivated to stay green even when it looks like the rest of the world strays
Why keeping up with sustainability is also good for business

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Tony Schifano

www.antosinc.com

Connect with Carl White

https://www.linkedin.com/in/tracycherpeski/

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Tracy Cherpeski on Time Leadership vs. Time Management

whitec@marketvisorygroup.com (Carl White) — Tue, 14 May 2024 05:00:00 +0000

Time management is an elusive concept to many healthcare practitioners, but is time management even the right goal? My guest today doesn’t think so. She elevates the goal to time leadership, tells us what it means and how to do it well.

Tracy Cherpeski, MBA, MA, CPSC, is a Business Consultant and Executive Coach with over 20 years of experience. Tracy is the go-to expert for private practice owners and their teams, teaching them how to optimize their time and scale their practices without sacrifice. She helps her clients take back their time and energy to start living a fulfilled life as a high-impact provider and CEO. Tracy is host and executive producer of Thriving Practice podcast, and works with healthcare practice owners around the world.

In this episode Carl White and Tracy Cherpeski discuss:

Why should practice owners slow down if they want to grow their business?
Why should practice owners master Time Leadership rather than practice Time Management?
How does having a strategy outweigh having tactics?

Episode Sponsorship

This episode is sponsored by Cerebral Tax Advisors, a tax firm trusted by physicians all over the country and specialized in court-tested and IRS-approved strategies. Medical professionals rely on Cerebral Tax Advisors for proactive tax planning strategies, helping them lower their effective tax rate and increase their wealth. Alexis Gallati, founder of Cerebral Tax Advisors, has over two decades of experience in high-level tax planning strategies and multi-state tax preparation. She’s also the author of the book “Advanced Tax Planning for Medical Professionals”. Alexis grew up in a family of physicians and is married to one, so she knows firsthand the financial challenges doctors face. Cerebral’s services are flat-rate and they are focused on their client's return on investment. If you’d like to find out more or schedule a free consultation, visit their website at www.cerebraltaxadvisors.com.

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Tracy Cherpeski

Connect with Carl White

https://www.linkedin.com/in/jonathanbonanno/

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Jonathan Bonanno on DEI In Hiring

whitec@marketvisorygroup.com (Carl White) — Tue, 7 May 2024 05:00:00 +0000

Shouldn’t the diversity of your staff reflect the diversity of the community in which you operate? If you think it should, but struggle to bring diversity, equity, and inclusion into your hiring practices, this episode will help you out. My guest helps private practices diversify their hiring approach and bring more DEI into their staff.

Jonathan Bonanno is the principal at Cultura Co, a psychology-based talent agency. Jonathan holds over a decade of healthcare experience working alongside senior leadership and executive teams of reputable Fortune 100 companies and small to midsize start-up businesses in the disciplines of people operations and implementation management. Jonathan has coached over 100 dental offices, operations leaders, and entrepreneurs across the country to become high-performing teams, as well as facilitated the sale of multimillion-dollar practices. Jonathan is a certified talent optimization consultant with added certification in social and behavioral research.

In this episode Carl White and Jonathan Bonanno discuss:

How to diversify your hiring approach
Who should be involved in the hiring process
How to create diversity and inclusion on your team

Episode Sponsorship

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Jonathan Bonanno

culturaco.com

Instagram: @jonathan.bonanno, @chiefpsycho, @theculturaco LinkedIn:

Connect with Carl White

RBF Wealth Advisors Website

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Mark Johnson on Options to Pay Student Loan Debt

whitec@marketvisorygroup.com (Carl White) — Tue, 30 Apr 2024 05:00:00 +0000

About half of all student loan debt is at the graduate level, but you never hear anyone talk about it. My guest today does. He helps graduating dentists get their arms around, and build a plan to pay back, their student debt. His advice is useful for anyone with student debt.

Mark D. Johnson serves as a wealth advisor with RBF Wealth Advisors. Mark helps families, retirees, healthcare professionals, business owners, and corporate executives plan for success across all aspects of their financial life. Mark is also the founder of StudentLoansRx which helps emerging healthcare professionals create plans to address their student loan debt in the most cost-effective manner based on their career and other financial goals which may include practice ownership. He’s been interviewed on numerous dentist podcasts, including The Dentalpreneur Podcast, Dental Student Vibes, Dentistry Uncensored, Financial Flossing, and many others.

In this episode Carl White and Mark Johnson discuss:

Programs and options that are available, and how to tell them apart
The best time to plan to pay back student loan debt
Important elements to consider in a loan repayment strategy
Biggest planning mistakes to avoid when repaying loans

Episode Sponsorship

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Mark Johnson

StudentLoansRx Website

Mark Johnson's LinkedIn

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Alexis Gallati on Year Round Tax Planning

whitec@marketvisorygroup.com (Carl White) — Tue, 23 Apr 2024 05:00:00 +0000

“Always plan ahead. It wasn’t raining when Noah built the ark.” When is planning a bad idea? I say never, and my guest today agrees. She’s an accountant and tax advisor to doctors and dentists. She’ll tell us why tax planning is such a critically important exercise to go through.

In this episode Carl White and Alexis Gallati discuss:

Why tax planning is a valuable exercise
What good tax planning looks like
Common tax savings she finds that other accountants seem to miss

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Alexis Gallati

Resources from Cerebral Tax Advisors: https://www.cerebraltaxadvisors.com/practicecare/

Cerebral Tax Advisors Facebook: https://www.facebook.com/cerebraltax

Cerebral Wealth Academy Facebook: https://www.facebook.com/cerebralwealthacademy YouTube: https://www.youtube.com/@cerebralwealthacademy

Personal LinkedIn: https://www.linkedin.com/in/alexis-gallati/

Connect with Carl White

https://www.facebook.com/webbCFO/

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Sara Webb on Employee Theft

whitec@marketvisorygroup.com (Carl White) — Tue, 16 Apr 2024 05:00:00 +0000

Are your employees stealing from you? Theft happens. Many practice owners don’t think it will happen to them, but why wait to see if it does? My guest today helps practice owners reduce the chances of theft in their practice and has some advice for us.

Sarah founded Webb CFO to provide accounting assistance and long-term financial planning guidance to licensed physicians and their private practice small businesses. Though Sarah and her team are happy to address the fundamental aspects of day-to-day accounting, such as cash flow management and budgeting, they take client financials a step further by adopting a strategic approach: leveraging numerical data for forecasting and planning, and offering a broader management-oriented perspective.

In this episode Carl White and Sara Webb discuss:

The most common types of fraud she sees in private practice
If there are common culprits and who they are
Steps private practice owners can take to reduce the chances of fraud

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Sara Webb

https://www.instagram.com/webb_cfo/

https://www.linkedin.com/company/webb-cfo/

Connect with Carl White

https://healthcaredata.center

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

James Jordan on AI in Healthcare

whitec@marketvisorygroup.com (Carl White) — Tue, 9 Apr 2024 05:00:00 +0000

AI is coming everywhere, and private practice is no exception. What might it look like? How would you get started? Where are some speed bumps? My guest today is deep into this area and will share his insights.

James F. Jordan is a healthcare and life sciences expert. He is a Distinguished Service Professor of Health Care and Biotechnology at Carnegie Mellon University’s Heinz College, the President of StraTactic, the National Co-Chairman of the BIO Bootcamp, and the Founder of the Healthcare Data Center. He has published numerous articles and books on innovation, startups, intellectual property, and health systems.

Jordan has been a senior executive for Fortune 100 companies and has participated in and led angel and venture capital investments. As CEO of the Pittsburgh Life Sciences Greenhouse, where he worked with 493 companies and invested in 93 of them. Jim has held high-ranking positions in Fortune 100 companies such as McKesson Corporation, where he served as Senior Vice President, Johnson & Johnson, where he was Vice President for Marketing, and many other noteworthy ventures.

As an author, speaker, and consultant, he works with hospitals, health systems, medical devices, pharmaceuticals, diagnostics, biotechnology, and health IT; Jordan is an active industry expert looking for ways to improve the business of healthcare.

In this episode Carl White and Jim Jordan discuss:

Specific areas where AI could revolutionize private practices
Addressing Physician Concerns: How can AI address concerns or reluctance among physicians, showcasing its potential to enhance their practice?
Practical Guidance for AI Adoption: Practical advice and actionable steps for physicians aiming to integrate AI effectively into their practice while sidestepping common pitfalls.
Predictions that will help private practice owners

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with James Jordan

https://jfjordan.com

https://stratactic.com

https://bootcamp.bio

Instagram: @stratactic

X/Twitter: @JamesFJordan3

YouTube: https://www.youtube.com/channel/UCMwrshkei8cuBeSC0gt-MUA

LinkedIn: https://www.linkedin.com/in/jamesjordan4/

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Christopher Spoerl on Being Eyes Wide Open About Private Equity

whitec@marketvisorygroup.com (Carl White) — Tue, 2 Apr 2024 05:00:00 +0000

Thinking about selling your practice to private equity? Curious about it? My guest today helps practice owners with such sales, and he wants to give you what you need to be eyes wide open about it.

Christopher Spoerl is a Principal with Professional Business Management in the Chicago suburb of Barrington. He’s a tax professional with particular expertise in individual, corporate, partnership, estate and trust taxation and an experienced certified financial planner. Chris and PBM are dedicated to providing services exclusively to small and medium sized medical and dental practices and their owners since 1990. Chris brings an in depth knowledge of health care practice financial management, including start-ups, operations, terminations, buy-ins, and buy-outs.

In this episode Carl White and Christopher Spoerl discuss:

How private equity determines a sales price for a practice
How employee pay (for the owner who becomes employed by private equity after the sale) actually works
Life as an employed doctor
When it makes sense to sell to private equity

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Christopher Spoerl

https://www.linkedin.com/company/professional-business-management-inc-/

Connect with Carl White

https://www.facebook.com/practiceenhancement

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Sharyn Weiss on Treatment Dialogue Not Monologue

whitec@marketvisorygroup.com (Carl White) — Tue, 26 Mar 2024 05:00:00 +0000

As a provider, it matters how you talk to a patient about a treatment you recommend for that patient. Remember, as patients we don’t always understand why you think we need a particular treatment, and we never understand jargon in healthcare. My guest today works with dentists to help them talk with their patients, but her advice spans any type of specialty.

Sharyn Weiss, M.A. is the CEO at Weiss Practice Enhancement, a Californian practice management firm serving dentists nationwide. She has worked with hundreds of dentists during the last 20+ years with a focus on patient and team motivation. Her mission is to help dentists become confident leaders of a profitable practice.

In this episode Carl White and Sharyn Weiss discuss:

What “modernizing treatment presentation” means
Why providers seem to struggle with presenting treatment options
What the elements are of an effective treatment presentation

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Sharyn Weiss

https://www.linkedin.com/company/weiss-practice-enhancement

Connect with Carl White

https://www.linkedin.com/company/build-my-team-health-wellness/

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Dr. Michael Neal Hiring By Fit Not By Resume

whitec@marketvisorygroup.com (Carl White) — Tue, 19 Mar 2024 05:00:00 +0000

Anyone else dread hiring? Wonder how to pick good candidates better the first time? My guest today used to answer yes and yes, but then he figured out a better way to hire and formed a company to help others do the same thing. He’ll tell us what he thinks.

Dr. Neal is a practicing Optometrist alongside his wife, Dr. Amy Neal. Together they founded Lakeside Vision in picturesque Hawley, Pennsylvania. They are celebrating their 20th year of servicing Northeast Pennsylvania. Dr. Michael neal is the chief executive officer at Build My Team. He is the face of the company, having founded the company as a result of his own practice’s hiring struggles. In his downtime Dr. Neal spends with Amy, their two boys and two dogs. Both Drs. Neal have recently taken up running and even run when not being chased.

In this episode Carl White and Dr. Michael Neal discuss:

The biggest challenges medical professionals face in staffing their practice
Results of hiring based on assessments vs. resumes and prior experience
How changing the way you hire has benefited Dr. Neal’s practice

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Dr. Michael Neal

www.buildmyteam.com

https://www.facebook.com/BuildMyTeamCompany

Connect with Carl White

https://www.linkedin.com/in/nicholas-spanakis-5183259/

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Nick Spanakis on Getting the Loan With the End in Mind

whitec@marketvisorygroup.com (Carl White) — Tue, 12 Mar 2024 05:00:00 +0000

“Begin with the end in mind” is amazing and timeless advice, and it applies to just about anything you can think of…including getting a business loan. If you don’t think it all the way through you’ll end up with a loan that doesn’t fit what you need, even though there’s a good chance you’ll still get the loan. Not a good place to be. My guest today helps medical and dental practices with loans and their businesses and has some solid advice for us.

Nick Spanakis is Executive Vice President and Group Manager for PNC’s Specialty Business Banking groups. In this role, he is responsible for driving the strategy and client relationship management activities for PNC’s Healthcare Business Banking and Industry Segmentation Groups. He joined PNC in 1998. Previously, Nick held various leadership positions in wealth planning and investments, business and consumer lending operations management, financial product development, corporate marketing, customer segment management, commercial banking, and centralized client services management. Nick graduated with a bachelor’s degree from John Carroll University. He also earned his master’s degree from Baldwin Wallace University.

In this episode Carl White and Nick Spanakis discuss:

Why it’s important for practice owners to think beyond the immediate loan
Why a business plan is important for medical practice owners
Tips to choose the right banker
Advice Nick Spanakis gives to clients, even when they don’t ask for it

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Nick Spanakis

Connect with Carl White

https://www.instagram.com/femgevity/

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Kristin Mallon on Positioning an Out of Network Practice

whitec@marketvisorygroup.com (Carl White) — Tue, 5 Mar 2024 06:00:00 +0000

When someone is used to paying a certain price for something, and then they see a higher price, a common reaction is to object. Being out-of-network is a form of a higher price when compared to in network. The key is how you position an out-of-network practice to patients. My guest today has done this successfully numerous times and will give us her insights.

Kristin Mallon, CNM, MS, RNC-OB, is the CEO and co-founder of FemGevity Health a science-based practice for menopause. She is also a board-certified nurse midwife, menopause, and feminine longevity expert, breast health expert, and a published author. She graduated from the University of California, Berkeley and attended Johns Hopkins in Baltimore, MD. After completing her Master's degree at New York University (NYU), she began practicing as a board-certified nurse midwife in private practice in Brooklyn, NY. As a natural Californian, Kristin loves surf, snow, and hanging with her family in northern New Jersey.

In this episode Carl White and Kristin Mallon discuss:

What positioning means
Tips for positioning an out-of-network practice to patients
Objections, from patients and providers, and how to overcome them

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Kristin Mallon

https://www.facebook.com/FemGevity/

https://www.linkedin.com/in/kristin-mallon/

Connect with Carl White

https://linktr.ee/sra831b

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Van Carlson on Tax Advantaged Savings When Insurance Doesn't Pay

whitec@marketvisorygroup.com (Carl White) — Tue, 27 Feb 2024 06:00:00 +0000

Captain obvious alert – your insurance policies don’t cover all possible scenarios you might face in practice. What do you do? Wing it or save for it? There’s a section of the tax code that helps you save in a tax advantaged way. The problem is that nobody seems to know about it. My guest today does and he’s going to shed some light on it for us.

As Founder & CEO of SRA 831(b), Van is an innovator, developing products for a variety of industries that can take advantage of adding additional revenues while mitigating risk at the same time. By delivering institutional-type ideas to small-and-mid-sized business owners, SRA positions its clients at the forefront of their industry, allowing them to weather any storm.

In this episode Carl White and Van Carlson discuss:

What section 831 (b) of the tax code is
How section 831 (b) can help practices in healthcare
What types of practice are good fits for section 831 (b)
Why nobody seems to know about section 831 (b)

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Van Carlson

Connect with Carl White

https://www.facebook.com/PolarisHealthcarePartners https://www.youtube.com/channel/UCMINy8AfUJRQ1xHogiMicUg https://www.instagram.com/polaris_healthcare_partners/https://www.linkedin.com/company/polaris-healthcare-partners/?viewAsMember=true

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Perrin DesPortes on Getting Bigger to Stay Private

whitec@marketvisorygroup.com (Carl White) — Tue, 20 Feb 2024 06:00:00 +0000

Like or not, size sometimes matters. My guest today argues that it matters if you want to stay private. Is he right? He’ll explain what he means, why he thinks it, and if you agree, how you can get started.

Perrin DesPortes is one of the Co-Founders of Polaris Healthcare Partners. He is a Washington & Lee University graduate and earned his MBA from the Darla Moore School of Business at the University of South Carolina. Perrin has over 25 years of experience in the business side of dentistry, having run three different business units for Patterson Dental Supply over a 15-year career. Perrin is happily married and has an 8 year-old daughter at home. In his spare time, he is an avid cyclist and tennis player; enjoys cooking and reading; and loves good red wine and strong coffee.

In this episode Carl White and Perrin DesPortes discuss:

Who should consider building a group practice
The challenges of building a group practice
The consequences of staying small as a private practice

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Perrin DesPortes

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Amit Gaglani on Always Be Interviewing

whitec@marketvisorygroup.com (Carl White) — Tue, 13 Feb 2024 06:00:00 +0000

If it’s true that the worst time to look for something is when you’re desperate to have it, then it’s especially true with finding good staff. My guest today says you should always be interviewing, and he’ll explain it and tell us how to get started.

Amit Gaglani is the CEO and Founder of AG Management Consulting. Before that he founded, scaled and then partnered Arrow Physical Therapy with Alliance Physical Therapy Partners, a private equity backed company. Amit exited Alliance after significant entity growth and then moved on to invest in real estate syndications, and commercial real estate along the way for 10+ years. Amit learned some hard lessons and then followed a stricter due diligence model learned from centimillionaire and billionaire investors. Now Amit helps physical practice owners grow their business, real estate syndication companies with their investor relations and business coaching clients looking to achieve higher goals.

In this episode Carl White and Amit Gaglani discuss:

Why the best time to interview is when you don’t need staff
What good interviewing looks like when you don’t need staff
How to get started to always be interviewing

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Amit Gaglani

LinkedIn: https://www.linkedin.com/in/amit-gaglani-pt-ocs/

Facebook: https://www.facebook.com/amit.gaglani.50/

Instagram: @aag_1110

Connect with Carl White

https://www.linkedin.com/in/leslie-boles-ba-ccs-cpc-cpma-chc-cpc-i-crc-69442246/

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Leslie Boles on Safeguarding Your Revenue With Good Compliance

whitec@marketvisorygroup.com (Carl White) — Tue, 6 Feb 2024 06:00:00 +0000

For as hard as you work for the patient revenue you get, why risk it with bad compliance practices? Seems obvious when you hear me say it out loud, but as we speak, some of our listeners are playing with compliance fire. Why do it? My guest today has insights on where you might be at risk and how you can reduce it.

Leslie Boles is the Co-Owner & President of Revu Healthcare, a healthcare consulting firm. She has the credentials of CCS, CPC, CPMA, CHC, CPC-I and CRC from the American Academy of Professional Coders, American Health Information Management Association and the Health Care Compliance Association.

In this episode Carl White and Leslie Boles discuss:

Why poor compliance is so prevalent in private practices
The most common areas of a practice where compliance practices are the worst
Where private practices can get started with improving their compliance practices

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Leslie Boles

Connect with Carl White

https://www.linkedin.com/in/elizabeth-betsy-noxon-6327632a/

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Betsy Noxon on Best Practice To Start Up A Medical Practice

whitec@marketvisorygroup.com (Carl White) — Tue, 30 Jan 2024 06:00:00 +0000

When you’re starting up a medical practice there are thousands of details, some more important than others. Where do you start? My guest today helps providers start up their own medical practice and helps us break it down.

Betsy Noxon founded Drake & Co. Medical Practice Consulting in 2021 to focus on supporting small to medium private medical practices to achieve best practices for their business, staff, and patients. Betsy’s goal is to help physicians be proactive so they can be productive and serve their patients to the best of their ability.

She’s worked in the healthcare business for 30 years. She enjoyed a leadership role as a Practice Manger for a large hospital system in Cleveland, Ohio, excelled as a physician recruiter in Salt Lake City, Utah, and directed all operations as the Administrator for her own podiatric surgical practice in Glenview, Illinois. With Drake & Co., Betsy assists with the launch of medical practices, hiring, overseeing policies and procedures, coordinating training, office set up, patient enrollment, compiling a competitive benefit package, and more. Betsy also recruits physicians, helps with hiring staff at new office locations, and assists with bookkeeping reviews. Her primary responsibility is to help physicians solve business problems and offer peace of mind.

Betsy is also a young adult fiction author of The Eden Project Series, The Eden Project, The Crescent File, and the Y Factor. In her free time Betsy is an avid outdoor athlete, a passionate runner, cyclist, swimmer who competes in marathons and triathlons.

In this episode Carl White and Betsy Noxon discuss:

How much time (months or years) owners should allow for the process of setting up your own practice
The more important things practice owners should know about starting their own practice
What should physicians think of five to ten years down the line. What they should prioritize.

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Betsy Noxon

Connect with Carl White

https://www.linkedin.com/in/ryan-o-hara-920b3623b/

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Ryan O'Hara on Stopping Reimbursement Leakage

whitec@marketvisorygroup.com (Carl White) — Tue, 23 Jan 2024 06:00:00 +0000

My guest today is adamant that we must stop pointing the finger at doctors for bad documenting and just help them document correctly the first time. Sound different than the usual? Then keep listening because there’s more where that came from

Ryan O’Hara is with Acclara, a firm that offers a variety of services related to revenue cycle management. An accomplished healthcare executive with a wealth of experience in revenue cycle operations, throughout his career Ryan has demonstrated a deep understanding of the complexities of healthcare financial management and has worked to develop strategies and solutions to drive efficiency, reduce costs, and improve patient outcomes.

In this episode Carl White and Ryan O’Hara discuss:

The importance of knowing what you should be paid instead of what you were paid
Why coding means quality, not payment and why cash is the outcome, not the goal
Accepting the burden of documentation and your EMR as part of the job

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Ryan O’Hara

Connect with Carl White

https://www.youtube.com/@thrilledtherapist

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Hunter Davis on Getting More Patients From Your Website

whitec@marketvisorygroup.com (Carl White) — Tue, 16 Jan 2024 06:00:00 +0000

Your website is the anchor of your online presence, but is it working as hard for you as it can? My guest today helps clients get more patients from their website and will shed some light on how you can do it better.

Hunter Davis is an elite marketing and business coach with over a decade of experience serving clients around the globe. He’s on a mission to take the stress and confusion out of marketing a private practice so therapists can get paid what they're worth, have time for their own self-care, and help more clients get healthier.

In this episode Carl White and Hunter David discuss:

The most common misconceptions most practices have about their website
The top mistakes most practices make with their website and how to fix them

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Hunter Davis

Connect with Carl White

https://www.facebook.com/dentalbrokers?mibextid=9R9pXO https://www.linkedin.com/in/marie-chatterley-1360762a/

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Marie Chatterley on Selling to Corporate vs. Independent Buyers

whitec@marketvisorygroup.com (Carl White) — Tue, 9 Jan 2024 06:00:00 +0000

When it’s time to sell your practice, you’ll probably have choices between independent and corporate buyers. Are those offers going to be interchangeable? Nope, even if they look really similar on paper. The differences can be hard to see even when they’re massive, and my guest today will introduce you to some of what those differences are.

Marie Chatterley is a broker with CTC Associates, who has been helping doctors of all specialties in the dental industry since 2003. Marie’s expertise is in practice transitions, including practice start-ups, practice sales, partnerships, associateships, team building, marketing, and practice management. Mrs. Chatterley is the former President of the National Association of Practice Brokers and a member of the International Business Brokers Association.

In this episode Carl White and Marie Chatterley discuss:

The pros and cons of selling to independent vs. corporate buyers
The critical items to consider in selling to independent practitioners vs. corporate buyers

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Marie Chatterly

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn:

https://www.linkedin.com/in/christianmilaster/

Christian Milaster on The Right Mindset for Telehealth

whitec@marketvisorygroup.com (Carl White) — Tue, 2 Jan 2024 06:00:00 +0000

“If you build it, they will come” is not a strategy, it’s hope, and in the case of telehealth it’s also misleading. Who will come? Everyone thinks the patients will, but what if your own providers and staff resist using it? There’s a mindset that needs to be in place for telehealth to succeed, and my guest today will tell us all about it.

Christian Milaster is the Founder and CEO of Ingenium Digital Health Advisors, a boutique consultancy focused on accelerating the adoption of digital health innovation to enable the effective delivery of extraordinary care. Since 2007 he has designed and implemented numerous digital health and telehealth services in health systems, health centers, and clinics.

Born, raised, and educated as an Engineer in Germany, Christian started his career at IBM Global Services before joining the Mayo Clinic in Minnesota, where he worked for 12 years in various roles before launching Ingenium in 2012.

In this episode Carl White and Christian Milaster discuss:

How telehealth can help a practice reach its strategic goals such as staff andpatient satisfaction
Why telehealth is more about processes and change management instead of the technology
How to make telehealth sustainable

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Christian Milaster

Connect with Carl White

https://www.harper-health.com/

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Dr. Will Harper on Differentiating Your Practice

whitec@marketvisorygroup.com (Carl White) — Tue, 26 Dec 2023 06:00:00 +0000

No matter your specialty, you must be valuable to your patients. You know that. What many practice owners under-appreciate is that they must also be different than their competition. Why? Patients have choices. Why should they choose you?

Founder of Harper Health, Dr. Will is in his 25th year as an internal medicine physician in Chicago. Prior to founding Harper Health, he held a number of different roles as a physician-leader, including developing a number of core courses at the University of Chicago medical school, directing of the executive physical practice at the University of Chicago Medicine for more than 15 years and co-founding/running a successful wellness coaching business from 2009-2015.

In this episode Carl White and Will Harper discuss:

Why most doctors find it difficult to grasp what a good difference is
Who Dr. Will considers his competition to be
How Dr. Will makes his difference better and stronger over time

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Will Harper

Connect with Carl White

linkedin.com/in/dianetarshis

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Diane Tarshis on The Financial Needs of Growing Your Practice

whitec@marketvisorygroup.com (Carl White) — Tue, 19 Dec 2023 06:00:00 +0000

Growing your practice is exciting and nerve wracking, and it takes money. How do you figure out the financial needs of growing your practice? My guest today helps start ups get off the ground and on track to become a successful practice, and she’ll share some insights with us.

Diane Tarshis is Founder and Principal of Startup Distillery — a global consultancy where she provides 1:1 startup consulting and business planning that gives first-time founders the clarity and guidance they need to fast-track profitability. Since graduating from the Wharton School and leaving the frenzy of Wall Street behind, Diane has spent 20-plus years helping entrepreneurs from all walks of life build growing businesses. Some of her clients have become leaders in their industry, others have made multimillion-dollar exits, while still others have simply created a life that gives them flexibility and financial freedom. But one thing they’ve all had in common is this: They refused to leave their success up to trial and error.

In this episode Carl White and Diane Tarshis discuss:

How to figure out the financial needs of growing a practice
The main financial levers of growing a practice
How often spending reality does not match financial planning

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Diane Tarshis

Startup Distillery website: https://startupdistillery.com

Distilling Your Dream: The Step-By-Step Kit for Business Plans ($199): https://startupdistillery.com/business-plan-kit

Link to schedule a free Discovery Call: https://startupdistillery.com/discovery

SPECIAL OFFER just for PracticeCare Podcast listeners: For the next month, you’re eligible for a free 45-minute consult with me. Just mention this offer whether you call me directly (impromptu) or book a call.

Startup Distillery podcast Not For Public Consumption: https://pod.link/startupdistillery

Financial Roadmap VIP Day: startupdistillery.com/consulting, startupdistillery.com/vipfr)

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Ken Weil on The Financial View of Staffing

whitec@marketvisorygroup.com (Carl White) — Tue, 12 Dec 2023 06:00:00 +0000

When your practice is growing, you’ll need to add more staff or start hiring staff. While great staff can make your dream work, all staff members are an expense. Do you truly understand the financial view of hiring staff? Ken Weil does, and he advises his clients on staff expense, and a lot of other business financial issues, so that his clients can grow profitably.

Ken Weil is President of Consult your CFO, a fractional CFO firm. Ken has more than 30 years of experience in Corporate Accounting and Financial Management Consulting. He has served as a Chief Financial Officer (CFO), Controller, and Project Manager. He has experience working with both small businesses and Fortune 500 companies and has been involved in the integration of mergers and acquisitions; bringing order and structure to disorganized accounting departments; and training and developing accounting staff to perform above their basic functions.

In this episode Carl White and Ken Weil discuss:

The essential financial numbers for staff a practice needs to know
Healthy numbers for a growing practice and a mature practice
The value in breaking down staff expense across a P / L instead of keeping them lumped together

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Ken Weil

Website: www.consultyourcfo.com

Facebook: https://www.facebook.com/consultyourcfo

Consult Your CFO’s LinkedIn: https://www.linkedin.com/company/consult-your-cfo-inc-/

Your Personal LinkedIn Page: https://www.linkedin.com/in/kenweil/

Connect with Carl White

https://www.linkedin.com/in/tonygnau/

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Tony Gnau on Video to Promote Your Practice

whitec@marketvisorygroup.com (Carl White) — Tue, 5 Dec 2023 06:00:00 +0000

What are good uses of video when promoting your private practice? In those situations, what makes a good vs. bad video? If it’s so easy to do video today why don’t more people do them? Today’s guest does video in healthcare for a living and will bring some sanity to this discussion.

Tony Gnau is the Founder and Chief Storytelling Officer at T60 Health, the healthcare video specialists. He’s a three-time Emmy Award-winning journalist and 18 Telly Awards for corporate videos. He is also the author of the Amazon #1 Bestseller Lights, Camera, Impact: storytelling, branding, and production tips for engaging corporate videos. He has created videos for the likes of Walgreens, Aurora Healthcare, CommonSpirit, and Catholic Health Initiatives. Finally, Tony is a former USC Trojan football player, Star Wars geek, and a devoted husband and father.

In this episode Carl White and Tony Gnau discuss:

What it takes to do good video for private practice
Good uses of video in private practice
How to use video appropriately to promote your private practice

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Tony Gnau

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Amanda HarNess on Being Heard Clearly the First Time

whitec@marketvisorygroup.com (Carl White) — Tue, 28 Nov 2023 06:00:00 +0000

If you love repeating yourself, skip this episode. However, if you want to be understood better the first time, keep listening. Amanda HarNess with Business Excelerated coaches clients on clear communications, among other skills, and has some ideas for us.

Amanda HarNess is the Founder and CEO of Business Excelerated. As a business consultant and coach, she focuses on working with leaders and owners to develop high-performing organizations that grow faster and easier. She works with small and mid-sized practices who are actively seeking solutions to break through their roadblocks, optimize their people, enhance leadership, and accomplish their goals.

In this episode Carl White and Amanda HarNess discuss:

Why we think we’re heard clearly when we are not
The difference between relational communication and tactical communication
Where we can start with ourselves to communicate more clearly

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Amanda HarNess

LinkedIn: https://www.linkedin.com/in/amanda-harness-business-excelerated/

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Jamey Schrier on Mindset is Money

whitec@marketvisorygroup.com (Carl White) — Tue, 21 Nov 2023 06:00:00 +0000

Henry Ford said, “whether you think you can or you think you can’t, you’re probably right.” Jamey Schrier with Practice Freedom U rephrases that to “mindset is money”, and he shares what that means on this episode of PracticeCare.

In this episode Carl White and Jamey Schrier discuss:

When Jamey first realized that mindset is money
Some examples of limiting beliefs he comes across with clients when he starts working with them
How anyone can start to turn the corner on their own limiting beliefs

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Jamey Schrier

Practice quiz: https://bit.ly/PFUPTPracticeQuiz

Calendly: https://bit.ly/DiscoveryCallwithJamey

LinkedIn @jameyschrier

FB @jameyschrier

IG @jameyschrierpfu

Youtube @practicefreedomu

Connect with Carl White

https://www.linkedin.com/in/mattymclain/

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Matty Mclain on The Fortune Is In The Followup

whitec@marketvisorygroup.com (Carl White) — Tue, 14 Nov 2023 06:00:00 +0000

For every 10 prospective new patients who call your office, how many of them become actual new patients? Even if you don’t expect to get all 10 of them, are you really getting as many as you should? Often, one of the culprits is poor follow up. My guest’s business is devoted to making that follow up more productive, and he has some insights to help you in this episode.

Matty Mclain is the CEO and Co-founder of Boost Patients. He has spent the last five years helping private practice clinics get more of their patient leads to book consults. Boost uses the power of AI, Automation and Human Personal Touch to drastically increase new patient appointments and remove the burden on staff.

In this episode Carl White and Matty Mclain discuss:

What good follow up looks like
Why so many practices don’t follow up or don’t follow good guidelines
How a practice can get started in improving their own follow up

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Matty Mclain

www.boostpatients.com

Connect with Carl White

https://www.linkedin.com/company/red-house-med

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Jeffrey Hillam on AI in Revenue Cycle Management

whitec@marketvisorygroup.com (Carl White) — Tue, 7 Nov 2023 06:00:00 +0000

Those who use AI to make their practices work better will beat out those who do not use AI. That’s a quote I’m hearing more and more. But use AI in Revenue Cycle Management? Yup, according to my guest today, and he’ll help us figure out how to get started.

Jeff Hillam is CEO of Red House Medical Billing, a full service revenue cycle management company with offices nationwide. Jeff's work in healthcare focuses on revenue cycle strategy and management, contract negotiation, and tech implementation. He aims to keep private groups competitive in a heavily consolidated healthcare environment. Not so recently Jeff began taking interest in how AI can integrate into revenue cycle management. He’s very excited by the opportunities and will share some of his thinking today.

In this episode Carl White and Jeffrey Hillam discuss:

Where Jeff is using AI in Red House Medical Billing
Using AI to predict, not only to automate
Applications of AI he’s looking at now

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Jeffrey Hillam

redhousemed.com

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn:

www.catalystgrowthadvisors.com

Bill Flynn on Bringing 80/20 Into Your Practice

whitec@marketvisorygroup.com (Carl White) — Tue, 31 Oct 2023 05:00:00 +0000

Time is money. Don’t let perfect be the enemy of the good. These and other cliches, while true, all point to the 80/20 rule. My guest today coaches his clients on bringing 80/20 into their practices and shares some ideas in this episode.

Bill Flynn is Principal at Catalyst Growth Advisors where he coaches leaders to get to the next level, and he coaches business owners on making growth more predictable. As a coach, in addition to being connected with MG 100, Women’s Business Collaborative, MassMEP, Small Giants, and EforAll, Bill has earned certifications from ScalingUp, Gravitas Impact, Metronome United, Predictive Index, Stakeholder Centered Coaching, and The Neuroleadership Institute. He has worked for and advised hundreds of companies, including startups, where he has a long track record of success spanning multiple industries. Bill is the author of the best seller, Further, Faster - The Vital Few Steps that Take the Guesswork out of Growth. Away from work, he is an avid reader, amateur musician, athlete, and enjoys volunteering locally. When he is not cheering on his collegiate-champion, musically-gifted daughter, Bill lives and works in greater Boston.

In this episode Carl White and Bill Flynn discuss:

Where practice owners are most resistant to implementing 80/20 and why
Characteristics a practice owner needs to have to be successful with 80/20
A part of the practice that’s a good place to start

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

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Connect with Bill Flynn:

http://linkedin.com/in/billflynnpublic

Connect with Carl White

https://www.newyorklife.com/agent/leb

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Brian Le on Key Person Life Insurance

whitec@marketvisorygroup.com (Carl White) — Tue, 24 Oct 2023 05:00:00 +0000

Maybe one of the more overlooked insurance options out there is called Key Person Life Insurance. It’s a tool like any other, but between its name and where it fits, it’s not surprising that many practice owners don’t know about it, or misunderstand it. My guest today is going to clear all of that up.

Brian Le is an insurance agent with New York Life, where he helps business owners sort through the maze of options in insurance to find the best options that hit. Brian has helped develop a business planning series at two medical colleges and presented to several professional medical associations.

In this episode Carl White and Brian Le discuss:

What key person life insurance is
When key person life insurance is a good fit
How it differs from other types of insurance designed to address the same need

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Brian Le

https://www.linkedin.com/in/brianle-newyorklife/

https://www.facebook.com/BrianLeNYL/

Connect with Carl White

https://www.facebook.com/alison.kringstad?mibextid=LQQJ4d

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Alison Hulshof of The Clinician's View of Knowing Your Numbers

whitec@marketvisorygroup.com (Carl White) — Tue, 17 Oct 2023 05:00:00 +0000

As a practice owner you need to know the numbers that tell you if your practice is healthy or not. You don’t need to know them like your accountant does, but there are some must have numbers you need to know. My guest today consults with practice owners to help them know their numbers and she shares her insights in this episode.

Alison Hulshof founded an ABA company and a Special Ed day school in 2006. In less than a decade, her company grew to 14 locations across multiple states with over 100 employees. In 2018 Alison sold her company and began working with investors to integrate multiple ABA business across the US. Along the way Alison noticed that the owners she worked with had similar experiences that kept them from maximizing their company’s growth and value. She found Obok Consulting to provide guidance on financial and strategic planning for companies who are planning to scale or are in preparation to sell, market exploration and growth, recruiting and human resource experts, and compliance and revenue cycle management.

In this episode Carl White and Alison Hulshof discuss:

What do practice owners miss about growing and maximizing the value of their practice?
What are the most important numbers to know and why?
How to monitor those numbers easily

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Alison Hulshof

Connect with Carl White

https://www.scalearchitects.com

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Scott Ritzheimer on Making Sure You Want To Scale

whitec@marketvisorygroup.com (Carl White) — Tue, 10 Oct 2023 05:00:00 +0000

Are you sure you want to scale your practice? Everyone sees the empire at the end, but the journey is tough, and the empire isn’t guaranteed to be fun. Scott Ritzheimer with Scale Architects helps practices scale and has qualified insights about the realities of scaling.

Scott Ritzheimer is the founder and CEO of Scale Architects. Scott helped start nearly 20,000 new businesses and nonprofits and with his business partner started led their multimillion-dollar business through an exceptional and extended growth phase (over 10 years of double-digit growth) all before he turned 35. He founded Scale Architects to help businesses across the country identify the right growth strategies and find the right guides to get them on the fast-track to Predictable Success and stay there as long as possible.

In this episode Carl White and Scott Ritzheimer discuss:

The characteristics of those who scale successfully vs. those who do not
Good, lasting reasons to want to scale
Some of the landmines when scaling and what to do when you hit one

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Scott Ritzheimer

https://www.scalearchitects.com/founders

https://www.scalearchitects.com/free-chapter/

Facebook: https://www.fb.com/scott.ritzheimer.official

LinkedIn: https://www.linkedin.com/in/scottritzheimer/

YouTube: https://www.youtube.com/@Scale_Architects

Instagram: https://www.instagram.com/scottritzheimer/

Twitter: https://www.twitter.com/scottritzheimer

Connect with Carl White

https://www.linkedin.com/in/shelly-coheley-chbc-2997a51bb/

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Shelly Coheley on Keeping Your Staff Happy

whitec@marketvisorygroup.com (Carl White) — Tue, 3 Oct 2023 05:00:00 +0000

Staff happiness is important, but staff happiness isn’t only about recognition, like time off, birthday celebrations, or other things you do every once in a while. Want your staff to be happy every day? There is an under-the-radar way to do it, and my guest today will explain it.

Shelly Coheley is the founder of SC Practical Solutions. Shelly’s experience in healthcare spans over 30 years and includes managing multi-million-dollar physician practices, opening practices, merging practices, relocating private practices, and, in one case, opening a new multispecialty practice in a rural community. Shelly utilizes her experience and analytical skills to focus on the regulations to maintain compliance within physician practices, forecast revenue challenges, and expense reduction. Shelly is a Certified National Business Healthcare Consultant, among other accolades.

In this episode Carl White and Shelly Coheley discuss:

Why birthday and anniversary recognitions, and similar one-off programs don’t lead to staff happiness
What does lead to sustainable staff happiness
A client example

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Shelly Coheley

Connect with Carl White

http://linkedin.com/in/tom-maher-090569a

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Thomas Maher on Choosing a Vendor Well

whitec@marketvisorygroup.com (Carl White) — Tue, 26 Sep 2023 05:00:00 +0000

When outsourcing a service, you should think about your choice of vendor with the same rigor as hiring a new employee. If that sounds reasonable, then why do so many practice owners rush the decision? Thomas Maher with Practice First has some ideas, and more importantly, good advice on how to choose vendors well, and he shared those ideas on PracticeCare

Thomas Maher has been a CPA in New York State for the past 37 years. He bought Practice First 28 years ago and has since grown its sales tenfold. Practice First specializes in revenue cycle management for physicians and laboratories, mainly in Northeast and California. Their main product lines are billing, coding, A/R, follow-up projects, and credentialing and enrollment.

In this episode Carl White and Thomas Maher discuss:

A good process for choosing a vendor
Steps to go through before signing a contract with a vendor
How to monitor a vendor’s performance

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Thomas Maher

www.pracfirst.com (videos, a podcast, a blog, and other educational materials available)

Connect with Carl White

IG: https://www.instagram.com/drlanceknaub/

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Dr. Lance Knaub on Business Planning For Private Practices

whitec@marketvisorygroup.com (Carl White) — Tue, 19 Sep 2023 05:00:00 +0000

As a practitioner, planning is part of your daily life – treatment plans, scheduling plans, financial planning, and on and on. However, many practice owners don’t do business planning. Your practice is a business and planning will make it stronger. Dr. Lance Knaub with Denali Consulting works with practice owners and many other types of business owners on this very need.

Dr. Lance Knaub is the best selling author of The 4% Break-Thru and founder of Denali Consulting. Lance helps entrepreneurs with 6 figure businesses to avoid overwhelm and burnout, and instead create the life they love while they are scaling by developing a leadership team and creating a self-managing business that is an asset. Lance founded Breakthru Physical Therapy + Fitness which is now operated by a fearless leadership team. He especially enjoys helping entrepreneurs earn healthy double-digit profitability AFTER paying themselves commensurate for their roles!

In this episode Carl White and Dr. Lance Knaub discuss:

Why practice owners resist business planning
The major must-have components of any good business plan
The payoff of doing business planning

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Dr. Lance Knaub

FB page: https://www.facebook.com/Denali-Consulting

LI: https://www.linkedin.com/in/lance-knaub-aa600519/

Youtube: https://www.youtube.com/channel/UCL1lHUVex80mz9Lm1kD1elQ

The 4% Break-Thru face book group/community: https://www.facebook.com/groups/1425179257646783/

Connect with Carl White

https://www.facebook.com/profile.php?id=100063635306972

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Joe Lessard on How To Start Up A Medical Or Dental Practice

whitec@marketvisorygroup.com (Carl White) — Tue, 12 Sep 2023 05:00:00 +0000

If you’re starting up a medical or dental practice, you have a ton of decisions to make. And while many of them could be changed down the road, why not make solid choices at the beginning? My guest today helps many medical and dental providers start their own practice and will share some tips with us.

Joe Lessard is a partner at Professional Business Management, a healthcare practice management and accounting firm in the northwest Chicago suburbs. Joe has been with PBM since 2009 and a Principal since 2020. He attained designations as a Certified Public Accountant (CPA), Health Practice Advisor (HPA), and as a Certified Healthcare Business Consultant (CHBC). He believes in rolling up his sleeves and is usually on site visiting his clients’ operations first-hand. Joe is responsible for all accounting and payroll services as well as personal and business tax returns for his clients. He helps them review operations and day-to-day aspects such as HR, employee benefits, retirement plans, collections, billing, and patient interactions. Every client has different needs and that’s why Joe’s commitment to his clients’ needs and his customer service is what he prides himself on.

In this episode Carl White and Joe Lessard discuss:

As a start up, how to think through your choice of entity (s-corp, LLC, etc)
Who should be on your advisory team
Who to go in-network with and when
How and when to market your practice

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Connect with Joe Lessard

https://www.linkedin.com/in/joelessardpbm/

Connect with Carl White

https://www.linkedin.com/in/martindentaljessica/https://www.facebook.com/MartinManagementEC

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Jessica Martin on Removing Fear From The Patient Experience

whitec@marketvisorygroup.com (Carl White) — Tue, 5 Sep 2023 05:00:00 +0000

The #1 thing your patients want is predictability. If they don’t know what’s coming, they get a little nervous. Nervousness is the enemy of a great patient experience. Jessica Martin with Martin Management Consulting helps clients deliver a great patient experience and helps you get started in this episode.

Jessica Martin is the owner of Martin Management Consulting and co-owner of Martin Dental, a successful dental spa in Eau Claire, WI. Jessica is a licensed school psychologist and helps medical professionals understand why patients feel anxious or fear at the dentist and other medical appointments. Jessica has created strategies for dental offices to remove some of the most common barriers to dental care. She loves sharing ways to make the experience positive for every patient. Jessica has also been involved in leadership positions for two local networking organizations for the past 8 years. She has assisted 90+ business professionals thrive and be more successful.

In this episode Carl White and Jessica Martin discuss:

Where in a practice nervousness can be created
How patient fear and unpredictability hurts the bottom line
A few unexpected examples of removing nervousness in a practice

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Affiliate Promotion

We’re fans of Constant Contact for email campaigns, newsletters, and emails. We use it with our clients. What we like:

Very easy to use
Very flexible
Easy to find support
HIPAA compliant

Connect with Jessica Martin

Connect with Carl White

https://www.linkedin.com/in/billfukui/

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Bill Fukui on Local Service Ads For Doctors And Dentists

whitec@marketvisorygroup.com (Carl White) — Tue, 29 Aug 2023 05:00:00 +0000

Local Service Ads on Google are not so new anymore, but now they’re slowly rolling out to healthcare providers. Are they a good idea for you? How do they compare to traditional ads on Google? Bill Fukui with Medshark Digital shares his opinions.

Bill Fukui has over 25 years specializing in medical advertising and marketing. He is published in numerous trade journals, a contributing author of The Business of Plastic Surgery, and presents courses at local, regional and national meetings and conventions. Bill has experience in traditional media advertising, as well as all forms of digital marketing. Bill was part of an SEO pioneering agency in 1999, including website design, social media and paid advertising.

In this episode Carl White and Bill Fukui discuss:

How Google local service ads differ from traditional ads on Google
The availability of local service ads across the US
How to decide if Local Service Ads are a good fit for a marketing plan

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Affiliate Promotion

We’re fans of Constant Contact for email campaigns, newsletters, and emails. We use it with our clients. What we like:

Very easy to use

Very flexible
Easy to find support
HIPAA compliant

Connect with Bill Fukui

https://www.facebook.com/billfukui

Connect with Carl White

https://theremarkablepractice.com/practicecare-sc

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Dr. Stephen Franson on Going From Build To Scale To Exit

whitec@marketvisorygroup.com (Carl White) — Wed, 23 Aug 2023 02:50:00 +0000

Dr. Stephen Franson is the founder of The Remarkable Practice, an innovative coaching and consulting company that helps DC’s create a remarkable practice as part of a remarkable life.
He is also Co-Founder of Chiro Match Makers, a specialized placement service that matches the right chiropractor with the right opportunity. A sought-after international speaker, author and teacher of Chiropractic Business Success; you can read his best-selling book, The Remarkable Practice: The Definitive Guide to Creating a Successful Chiropractic Practice. Franson graduated from the University of Vermont (91) and Life Chiropractic College (96) and opened Franson Family Chiropractic (97) which became one of the largest wellness clinics in the world.

In this episode Carl White and Stephen Franson discuss:

What Build, Scale, and Exit mean
Which stage is the most difficult to achieve and why
The characteristics of those who successfully scale vs those that do not

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Affiliate Promotion

We’re fans of Constant Contact for email campaigns, newsletters, and emails. We use it with our clients. What we like:

Very easy to use
Very flexible
Easy to find support
HIPAA compliant

To get The Remarkable Practice Personal Score Card Stephen Franson discusses in this episode:

Upcoming The Remarkable Practice Attraction Immersions:

US: https://theremarkablepractice.com/2023-attraction-immersion/

Australia: https://theremarkablepractice.com/2023-aus-attraction/

Connect with Stephen Franson

theremarkablepractice.com (all social links are also here)

www.linkedin.com/in/drstephenfranson

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Lauren Schwabish and Carl White on Scaling Your Practice

whitec@marketvisorygroup.com (Carl White) — Tue, 15 Aug 2023 05:00:00 +0000

Growing Your Practice without adding more people. Employees are great, but do you always have to hire in order to grow? Lauren Schwabish and I debate growth and resourcing in this episode.

Lauren Schwabish M.S., CCC-SLP is the owner of Neuro Speech Services, a private practice based in Northern Virginia, specializing in person-centered assessment and treatment of cognitive-communicative disorders related to stroke, brain injury, mild cognitive impairment, ADHD, and other neurologic and neurodegenerative conditions. She is licensed in the Commonwealth of Virginia and Maryland and is a certified member of the American Speech Language Hearing Association. She has over 23 years of experience working in hospitals and acute rehabilitation centers and is passionate about providing meaningful and accessible health education about the brain to patients, families, and health care professionals. Lauren is committed to empowering communities with evidence-based information and best practices in brain health behaviors.

In this episode Carl White and Lauren Schwabish discuss:

When scaling, have you first optimized your patient revenue mix?
When adding new products or services, first make sure you find a legitimate market need, then design the product or service

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Affiliate Promotion

We’re fans of Constant Contact for email campaigns, newsletters, and emails. We use it with our clients. What we like:

Very easy to use
Very flexible
Easy to find support
HIPAA compliant

Connect with Lauren Schwabish

@neurospeechservices

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Dr. Brady Frank on Selling Your Practice And Staying Private

whitec@marketvisorygroup.com (Carl White) — Wed, 9 Aug 2023 18:15:00 +0000

Size and independence. This is usually a good combo to look for as you work to stay private. Dr. Brady Frank of Freedom Dental Partners has a very novel way of helping practices scale while staying private, and he shares his approach with me in this episode.

Dr Brady Frank is a third generation dentist turned entrepreneur/inventor/author and thought-leader with a passion for teaching others the hard-won lessons he has learned about successfully creating and selling a business.

In this episode Carl White and Brady Frank discuss:

How Freedom Dental Partners helps dental practice owners get a higher multiple when they sell and stay private
What the transition into Freedom Dental Partners looks like
The characteristics of practice owners who embrace the model vs. resist

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Affiliate Promotion

We’re fans of Constant Contact for email campaigns, newsletters, and emails. We use it with our clients. What we like:

Very easy to use
Very flexible
Easy to find support
HIPAA compliant

Connect with Brady Frank

https://linktr.ee/drbradyfrank (social icons at bottom)

Connect with Carl White

https://www.linkedin.com/company/dso-cfo/mycompany/?viewAsMember=true

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Austin Moffat on Profit vs. Cash Flow

whitec@marketvisorygroup.com (Carl White) — Tue, 25 Jul 2023 05:00:00 +0000

Do you ever wonder where all the cash is if you’re profitable? Why aren’t profits and cash flow the same? My guest today will explain.

Austin Moffat is with DSO CFO, which came from Founders who were working with dentists that were missing out on key financial aspects of their business. When budgets were impossible because of mis-categorized expenses or tax planning was off because we were waiting for Financial Reports, we decided to take our expertise and codify solutions that make sense for Multi-Practice Groups. Started by a small group of professionals working in the dental industry, DSO CFO is the culmination of years of observing and helping our friends and colleagues to be more financially sound. DSO CFO makes financial transparency and strategy achievable.

In this episode Carl White and Austin Moffat discuss:

What is profit and cash flow?
Why are they different?
Simple ways for a practice owner to keep track of both

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Affiliate Promotion

We’re fans of Constant Contact for email campaigns, newsletters, and emails. We use it with our clients. What we like:

Very easy to use
Very flexible
Easy to find support
HIPAA compliant

Connect with Austin Moffat

Connect with Carl White

https://www.linkedin.com/in/doug-gray-phd/

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Doug Gray on Family Business Succession

whitec@marketvisorygroup.com (Carl White) — Wed, 19 Jul 2023 04:25:00 +0000

Many practices are family affairs. Passing on a practice sounds great, but it takes work. If you’re the parent looking to pass on you practice, or the child looking to get it, my guest today has advice to make sure it works out.

Doug Gray, PhD, PCC has always focused on outcome-based leader development. Since 1997, as CEO of Action Learning Associates, his consultancy guarantees results using the globally validated AD-FIT protocol in workshops, assessments and executive coaching. His clients include many family businesses. Doug and his family live near Nashville, TN.

In this episode Carl White and Doug Gray discuss:

What it takes for family succession to work well
What to avoid in family succession situations

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Affiliate Promotion

We’re fans of Constant Contact for email campaigns, newsletters, and emails. We use it with our clients. What we like:

Very easy to use
Very flexible
Easy to find support
HIPAA compliant

Connect with Doug Gray

https://www.thefbcg.com/

https://www.AssessNextGen.com/

www.action-learning.com

Connect with Carl White

https://dynamicteamsolutions.com/

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Candice Gottlieb-Clark on When Partners Hate Each Other

whitec@marketvisorygroup.com (Carl White) — Tue, 11 Jul 2023 05:00:00 +0000

So, imagine you have a partner, or partners, with you as owners of your practice…and you all hate each other, but you need to work together anyway. Sound familiar to some of you? It does to my guest today, who coaches practice owners in situations just like this.

As the founder of Dynamic Team Solutions, Candice Gottlieb-Clark and her team of experts help organizational teams and leaders across all industries to strengthen the workplace through enhanced communication, attuned leadership, and healthy conflict management.

Candice is an architect of healthy human interactions in the workplace. She has spent more than 20 years educating and collaborating with organizational and human resource leaders and executives. Candice designs projects that support her client’s goal of creating a cohesive and healthy work environment. Her proven methods have helped hundreds of businesses to align their teams, leaders, and culture, ultimately allowing their organizational environments to thrive.

Candice holds a Master’s Degree in Counseling, is a Certified Mediator, and a Board Certified Executive Coach. She is a sought-after keynote speaker on topics including Leadership, Communication, Conflict Management, and Team Dynamics. A frequent blogger and writer, Candice has been published in numerous business and professional journals, including Business Insider and Forbes, where she serves as a contributing writer.

She serves as an advisor for the Women In Leadership Council for UC Santa Barbara, and is a member or leader of several other professional organizations.

In this episode Carl White and Candice Gottlieb-Clark discuss:

What creates hate amongst partners
What partners can do to turn that hate around

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Affiliate Promotion

We’re fans of Constant Contact for email campaigns, newsletters, and emails. We use it with our clients. What we like:

Very easy to use
Very flexible
Easy to find support
HIPAA compliant

Connect with Candice Gottlieb-Clark

https://www.facebook.com/DynamicTeamSolutions/

https://www.linkedin.com/in/candicegottliebclark/

https://twitter.com/MediationGirl

https://www.youtube.com/channel/UCokxsUdcH2Kpp856DSPQD0w/videos?view=57

https://candicegottliebclark.com/

Connect with Carl White

https://www.linkedin.com/in/dr-laurel-mines-pt-dpt-ocs-948013174/

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Dr. Laurel Mines on Success Starts With Creating It

whitec@marketvisorygroup.com (Carl White) — Tue, 4 Jul 2023 05:00:00 +0000

When it comes to success, there’s hope and strategy. They’re different. Success in private practice starts with creating it, and Dr. Laurel Mines practices this with her clients and her own business.

Whenever athletes are determined to achieve their next level of peak performance (or find themselves sidelined by injuries), they know they're in the right hands with Dr. Laurel Mines, PT, DPT OCS. Dr. Laurel is a physical therapist, athletic performance trainer and sports mental performance coach, to her clients, she's the caring and fun drill sergeant who knows how to get results every time! Dr. Laurel received her Doctor of Physical Therapy degree from the top-rated MGH Institute of Health Professions, in Boston. Considering the entire ecosystem of the athlete she developed her own proprietary sports mindset program and has become a sought-after thought leader in the developing field of sports mindset coaching and athletic performance training from youth to professional sports. As sports are so easily relatable there is so much she can bring to the world of our businesses.

In this episode Carl White and Dr. Laurel discuss:

What she means by “success starts with creating it”
The characteristics of people who embrace this mindset
The barriers people put in their way

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

Affiliate Promotion

We’re fans of Constant Contact for email campaigns, newsletters, and emails. We use it with our clients. What we like:

Very easy to use
Very flexible
Easy to find support
HIPAA compliant

Connect with Dr. Laurel Mines

Instagram @drlaurelpt

Youtube @dr.laurelpt

Connect with Carl White

https://www.facebook.com/profile.php?id=100077289278784&mibextid=ZbWKwL

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Cathryn Nebel on Watching Your Revenue Cycle in 5 Minutes a Day

whitec@marketvisorygroup.com (Carl White) — Tue, 27 Jun 2023 05:00:00 +0000

If you accept insurance, then your revenue cycle is a big deal. It can also be a big pain and really confusing. Cathryn Nebel has three KPIs that you can track to keep your finger on the pulse of your revenue cycle in just a few minutes a day.

Cathryn Nebel is CEO of Freedom Revenue Solutions. We enable Physicians peace of mind and ability to focus on patient care while our medical billing services take the Practice to the next level.

Our Certified team has 30 years in managing Medical Billing and Revenue Cycle Management, through a systematic approach in workflow management and process improvement techniques, coupled with our passion to help Small Medical Practices and Clinics improve their workflow strategies. Our Process is designed to engage with you and your team as a partner and extension of your business.

In this episode Carl White and Cathryn Nebel discuss:

The 3 KPIs to track to stay up to date on your revenue cycle’s efficiency and effectiveness
What to do if those KPIs are starting to show you problems
The 2 questions you can ask to see if you even have a revenue cycle problem at all

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

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Connect with Carl White

Email: whitec@marketvisorygroup.com

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LinkedIn: http://www.linkedin.com/in/healthcaremktg

Barbara Khozam on Asking Patients For Reviews

whitec@marketvisorygroup.com (Carl White) — Tue, 20 Jun 2023 05:00:00 +0000

Barbara Khozam is known around the world for her impactful, high-energy delivery, outrageous wit, and ability to connect with her audience.

Barbara has spoken more than 1,700 times to more than 75,000 people in 12 countries about customer service, leadership, motivation, and communication.

In 2014 Barbara was the 14th woman in the world to be honored by Toastmasters International with their elite Accredited Speaker designation for “outstanding platform professional speaking.” Only 81 have earned the award in 145 countries. In 2019 Barbara was chosen as the Top Customer Service Consultant of the Year by the International Association of Top Professionals.

Also in 2019, Barbara was awarded the CSP® (Certified Speaking Professional™) from the National Speaker’s Association. Barbara is one of only three women in the world to have achieved BOTH this designation as well as the Toastmaster Accredited Speaker designation.

In 2021, Barbara achieved the Certified Patient Experience Professional (CPXP) designation. The certification, awarded by Patient Experience Institute (PXI), signifies that recipients possess the qualities of a leader who influences the systems, processes, and behaviors that cultivate consistently positive experiences with knowledge and practical experience necessary to pass a rigorous examination.

In this episode Carl White and Barbara Khozam discuss:

Why getting reviews, and new reviews, is important
Ways to make getting reviews on a daily basis systematized and easy

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Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

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https://barbarakhozam.com/

Facebook: /barbarakhozam

LinkedIn: /barbarakhozam/

Connect with Carl White

https://www.linkedin.com/in/rexplamannddsmatchchicago/https://www.facebook.com/ddsmatchChicago

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Rex Plamann on Prepping to Sell Your Practice

whitec@marketvisorygroup.com (Carl White) — Tue, 13 Jun 2023 05:00:00 +0000

Thinking of selling your practice? You don’t just wake up one day and put a “for sale” sign in the window. You prepare. Rex Plamann with DDSmatch offers some advice on how to prepare.

Rex Plamann is a tenured dental professional and partner at DDSmatch in Chicago. In his role at DDSmatch, Rex provides services focused upon practice sales, associate recruitment, practice valuations, and the formulation of mergers and partnerships. Prior to joining DDSmatch, Rex served for 25+ years at a national dental distributor throughout the Midwest.

In this episode Carl White and Rex Plamann discuss:

What practice buyers want from sellers
The top “must do’s” when selling your practice
The most common mistakes sellers make

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Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

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https://chicago.ddsmatch.com/

Connect with Carl White

Email: whitec@marketvisorygroup.com

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YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Dr. Chad Fleming on Protecting Your Practice From Private Equity

whitec@marketvisorygroup.com (Carl White) — Tue, 6 Jun 2023 05:00:00 +0000

Is private equity knocking at your door but you don’t want to let them in? How can you if they’re floating an attractive offer? Dr. Chad Fleming with Wichita Optometry has faced down Private Equity and shares how he’s done it.

Dr. Chad Fleming is an optometrist at Wichita Optometry in Wichita KS. He’s been practicing Optometry since 2002 with a focus on primary eye care and a special interest in helping patients find relief from dry eye.

Dr. Fleming also has a lot of experience on the business side of an optometry practice. He’s fended off Private Equity, our topic today, and he started and is a principal of PIPGPO, which helps optometry practices stay up to date on new lenses and frames at a much lower cost compared to doing it themselves.

In this episode Carl White and Dr. Chad Fleming discuss:

What a P/E offer can look like
What multiples Dr. Fleming is seeing on offers to buy practices these days
How PIPGPO helps optometry practices save money on lenses and frames, thus helping them stay private

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Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

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Pipgpo.com

Connect with Carl White

Email: whitec@marketvisorygroup.com

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YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Scott Rattigan on Starting a Telemedicine Practice In Your State

whitec@marketvisorygroup.com (Carl White) — Tue, 30 May 2023 05:00:00 +0000

Scott Rattigan is a licensed attorney, business and mindset coach, integrative medicine practice consultant. His passion is helping integrative and functional medicine providers build and grow their practices to realize their goals and fall back in love with practicing medicine.

He founded Functional Lawyer to address the lack of legal support in the functional medicine practitioner community. It gives providers the tools to protect themselves and build solid legal and business foundations that allow them to grow with confidence, free from anxiety, and focus on changing the lives of their patients—without exorbitant legal fees.

Scott hosts a podcast—The Junto Club—that focuses on the functional medicine practitioner, the mental side of entrepreneurship, financial management, marketing, legal, business, and so much more. You can follow Scott and all of his projects at www.scottrattigan.com.

In this episode Carl White and Scott Rattigan discuss:

Myths about telemedicine
Eye openers about HIPAA and malpractice insurance
When practicing telemedicine across state lines

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

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www.scottrattigan.com

See The Practice of Telemedicine by Scott Rattigan on Amazon

Connect with Carl White

http://www.facebook.com/physiciansguidetodoctoring

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Dr. Bradley Block on The Benefits of Equal Partnership

whitec@marketvisorygroup.com (Carl White) — Tue, 23 May 2023 05:00:00 +0000

Many private practices are structured as partnerships, but not all partnerships are the same. Dr. Brad Block is an ENT with ENT and Allergy Associates, the largest ENT practice in the country, and one where every last ENT doctor can become a partner. Brad describes how it works and why they do it this way on PracticeCare.

Bradley Block, MD, is a private practice otolaryngologist on Long Island, New York, where he lives with his wife and three young sons. He is a partner at ENT and Allergy Associates and creator of the Physician’s Guide to Doctoring Podcast. He is available as a keynote speaker on improving the patient experience, doctor-patient communication, and running office-hours efficiently.

Brad, or Dr. Block as his parents call him, went to med school at SUNY Buffalo and graduated with research honors. He then went on to his ENT residency at Georgetown. He enjoys spending time with his family, surfing (yes, there is surfing on Long Island), skiing (there is no skiing on Long Island), smoking meat, exercising, and finding any excuse to quote an 80s movie. “I’m not saying I’d build a summer home here, but the trees are actually quite lovely.”

In this episode Carl White and Bradley Block discuss:

The differences between a typical partnership structure and where Brad works
What’s better about Brad’s partnership structure
What’s not better (hint: nothing)

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

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https://itunes.apple.com/us/podcast/physicians-guide-to-doctoring/id1429047634?mt=2

https://open.spotify.com/show/3GE8U5bFIcWsUmhtbn3GXE?si=PbSJwoj7SM6qpT_q1JyV_Q

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Leslee Cohen on Funding a Side Startup Business

whitec@marketvisorygroup.com (Carl White) — Tue, 16 May 2023 05:00:00 +0000

You have a practice but also have a new business you want to start – an invention, an offshoot of your practice, or something else. You probably need funding. Leslee Cohen with AllRise Legal Counsel helps with equity investments, and she demystifies these investments in this episode.

Leslee Cohen is the founder and managing partner of AllRise Legal Counsel. She concentrates her transactional practice in securities and startup law, corporate finance, technology law, mergers and acquisitions and general corporate law. She represents clients across many industries from consumer products to technology companies to healthcare businesses to real estate firms.

Leslee started her practice at a Wall Street firm in 1992, spent 13 years honing her skills at a large firm based in Chicago and left to form AllRise 2010. AllRise was founded on Leslee’s desire to work with earlier stage and smaller businesses. Each of its attorneys is big firm trained and experienced. AllRise counsels startups and growth stage companies in connection with their entity formation, founder and advisor equity grants and early fundraising rounds, whether “friends and family investments,” angel, seed or venture capital rounds. They also represent real estate funds in the syndication process. Leslee graduated from New York University School of Law in 1992 and from the University of Michigan in 1989.

She is a member of the Board of Directors of the Small Business Advocacy Council, a co-founder of the Coalition of Women’s Initiatives in Law and a frequent speaker and mentor for accelerator and incubator programs including The Hatchery, Good Food Accelerator, the Wisconsin Technology Council, Worbox and the University of Michigan’s Opportunity Hub, and is a member of the All Raise community, a speaker at the annual GirlCon Conference for high school girls in STEM, and a judge for the annual Founders First Chicago Job Creators Grant.

In this episode Carl White and Leslee Cohen discuss:

What the legal process looks like when pursuing an equity investment
Special considerations in pursuing equity investment when it’s a side hustle
Reasons why equity investments end up not working out

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here’s the link where you can get the process started.

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Connect with Leslee Cohen

LinkedIn: https://www.linkedin.com/in/leslee-cohen

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Kristina Hall on Getting Started with TikTok

whitec@marketvisorygroup.com (Carl White) — Tue, 9 May 2023 05:00:00 +0000

Are you on the fence about using TikTok in marketing your practice? Kristina Hall of Hall Social Media will help you understand TikTok enough so you can decide to start, or not.

Kristina Hall owns and operates Hall Social Media. She is a master of all things social media marketing, from content creation to email marketing. Kristina prides herself on creating long lasting client relationships and capturing the voices of the businesses she serves.

In this episode Carl White and Kristina Hall discuss:

What it takes to be effective on TikTok
How private practices can get started on TikTok
How you can measure if TikTok is working for you

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here's where you can get the process started:https://marketvisorygroup.com/practicecare-podcast/

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Connect with Kristina Hall

Instagram: https://www.instagram.com/hallsocialmedia/

Facebook: https://www.facebook.com/profile.php?id=100070763802139

Linkedin: https://www.linkedin.com/company/hall-social/

Connect with Carl White

https://www.instagram.com/anitawang_md/https://www.youtube.com/channel/UCzs4cZtPDEebVync9BCIF3A?view_as=subscriber https://twitter.com/anitawangmd https://www.facebook.com/anitawangmd/?ref=bookmarkshttps://www.facebook.com/anitawangmd/?ref=bookmarks

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Dr. Anita Wang on Doing a 180 Career Shift

whitec@marketvisorygroup.com (Carl White) — Tue, 2 May 2023 05:00:00 +0000

Are you thinking of doing a 180 in your medical career? Dr. Anita Wang thought about it, did it, and shares her experience and lessons learned in this episode.

Dr. Anita Wang is a board-certified emergency medicine physician and has been in practice for over 30 years including Doctors Without Borders and UCLA. As an E.R. Doctor, Dr. Wang helps people when they are at their worst. By 2012 she realized she wanted to make a contribution in a different way. What if she could help her patients BEFORE they were in a medical emergency? That was when she established her wellness clinic in Laguna Beach which she appropriately named, “Wellness, Longevity and Aesthetics.”

In this episode Carl White and Dr. Anita Wang discuss:

Her lean, early days in practice
What she’d do differently if she could do it all over again
Her advice for others thinking of doing their own 180 shift

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LinkedIn: http://www.linkedin.com/in/healthcaremktg

Dr. Christopher Formanek on How to Compete with a Hospital

whitec@marketvisorygroup.com (Carl White) — Tue, 25 Apr 2023 05:00:00 +0000

Are you losing patients to a hospital, health system, or another larger competitor? Dr. Christopher Formanek was staring down the same future, but he made changes to his practice to compete with them in a different way.

Christopher Formanek, DPM, is a renowned podiatrist and the founder of Footsteps, located in Baton Rouge and Gonzales, Louisiana. Dr. Formanek is a Board Certified, Diplomate Minimally Invasive Foot, and Ankle Surgeon, and his clinic specializes in Minimally Invasive Foot Surgery.

In this episode Carl White and Dr. Formanek discuss:

How he figured out that the hospitals near him were going to start taking some of the patient types he serves
What he changed about his practice to compete
Why what he’s doing to compete is better for his patients and him

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www. brpodiatrist.com

Connect with Carl White

https://www.lendrgroupconsulting.com/

Email: whitec@marketvisorygroup.com

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YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Victor Holloway on The Next Generation in Practice Financing

whitec@marketvisorygroup.com (Carl White) — Tue, 18 Apr 2023 05:00:00 +0000

What if there were a “sort of” LendingTree for doctor/owners who need a loan?

I’m married to a dentist. I remember what my wife, Carmen, and I went through together as she was pursuing her goal of launching and building her practice. I remember the constant uncertainty when dealing with banks, the skepticism from lenders, and yes, the denials, too. It was frustrating, emotionally draining, and heartbreaking. We persevered, and today Carmen leads and operates a successful dental practice in Charlotte, North Carolina. However, it was that experience that led me first to start The Medicus Group in 2008 and then go on to co-found LenDRgroup Consulting in 2019—and this year, in 2023, is when I transitioned to LenDRgroup full-time to serve as its CFO.

In this episode Carl White and Victor Holloway discuss:

There’s more to choosing a bank for a loan than just the interest rate
Some little known reasons why banks deny a loan
Why being able to “speak bank” is so important when getting a loan

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Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

David Jeter on Paying Your Clinicians Differently

whitec@marketvisorygroup.com (Carl White) — Tue, 11 Apr 2023 05:00:00 +0000

Episode Notes

How can a private practice pay their clinicians competitively when the big guys have more money to pay? Dave Jeter faces this very question and has an innovative compensation model that’s working.

Dave Jeter is a partner at Acceleration Physical Therapy which has 4 locations in the greater Spokane, WA area.

In this episode Carl White and Dave Jeter discuss:

What his compensation model looks like and how it’s different from a standard model
Why he changed his comp model
What he likes best and least about his model

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Connect with Dave Jeter

Facebook: https://www.facebook.com/AccelerationPT

Facebook: https://www.facebook.com/StartwithPT/

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Dr. Candice Creasman Mowrey on Delegation and How to Let Go

whitec@marketvisorygroup.com (Carl White) — Tue, 4 Apr 2023 05:00:00 +0000

Episode Notes

Delegation is a necessity if you want to grow your practice, but delegation is hard! How do you get over the fear and uncertainty and start doing it? Dr. Candace Creasman lived through it, started delegating, and shares her story on PracticeCare.

Dr. Candice Creasman Mowrey is a Licensed Clinical Mental Health Counselor Supervisor in North Carolina. She opened Creasman Counseling in 2011, and now has a multidisciplinary staff with 13 providers. Her group emphasizes equity, access, and addressing mental health concerns disproportionately impacting individuals from marginalized groups. Dr. Creasman Mowrey also runs a clinical mental health counseling internship program and teaches mindfulness meditation to international audiences.

In this episode Carl White and Candace Creasman discuss:

The moment she realized she needed to start delegating
How she makes delegation work in her practice today
The advice today’s Candace would give to pre-delegation Candace to get started sooner

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Connect with Candace Creasman

LinkedIn: https://www.linkedin.com/in/candicecreasmanlpc/

Facebook: @creasmancounseling

Instagram: @creasmancounseling

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Jonah Francis on Ways To Save Money in Private Practice

whitec@marketvisorygroup.com (Carl White) — Tue, 28 Mar 2023 05:00:00 +0000

There is money to be saved in private practice all around you! Some is obvious. Some maybe not so much. Jonah Francis, President of Pansy Homecare Service in Connecticut finds new ways every year and shares some of what he does and how he does it.

Jonah Francis is a men's health advocate with an emphasis on Dementia. He is also a Certified Dementia Practitioner and sits on the Board for the ALZ Association, as well as the Vice Chairman for the Home Care Association of America, Connecticut Chapter. Coming from a diverse background in analytics and sports media journalism, Jonah has been helping clients and their families manage the daily challenges related to aging through his two companies, Pansy Homecare Service and A Better Way. Over the last 9 years he has helped turn a family business into a thriving operation.

In this episode Carl White and Jonah Francis discuss:

Saving money on worker’s comp insurance
Saving money via technology and automation
Saving money on marketing

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Connect with Jonah Francis

Facebook: jonahcfrancis

Instagram: listen2jonah

Connect with Carl White

https://www.linkedin.com/in/garybohringer/

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Gary Bohringer on Gettng A Dental Website To Stand Out

whitec@marketvisorygroup.com (Carl White) — Tue, 21 Mar 2023 05:00:00 +0000

Since dentistry is so competitive for patients, what does it really take for a dental website to stand out from the crowd? Gary Bohringer has the experience to know.

Gary Bohringer owns and operates Bohringer Creative. Gary is a creative marketing strategist who helps small- and medium-sized businesses produce measurable results via direct marketing.

After 10 years in corporate marketing in the travel and hospitality industries, Gary founded Bohringer Creative in 1993. This innovative marketing agency helps organizations of all sizes, from small one-person operations to global corporations, to develop attention-grabbing marketing campaigns that bring corporate brands to life and motivate customers to action.

In this episode Carl White and Gary Bohringer discuss:

Must haves in a dental website to stand out
Big mistakes he sees dentists making with their website
What’s new and a “must have” for dental websites now

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Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Dr. Bobby Grossi on a Dentist's View of Marketing for Dentists

whitec@marketvisorygroup.com (Carl White) — Tue, 14 Mar 2023 05:00:00 +0000

Who better to talk about marketing for dentists than a dentists who does a lot of marketing and has tried many different things?

Dr. Bobby Grossi is a compassionate dentist, motivational speaker, and author committed to making a positive impact in the lives of others. He provides free dentistry to those without insurance every year and actively participates in his community. In addition, Dr. Grossi is a youth baseball team coach and enjoys spending time with his family. At Grossi Dental and Wellness, he offers comprehensive care for patients to ensure they achieve optimal health in their body, mind, and spirit. His unwavering dedication to excellence and patient are has earning him a reputation as a trusted and respected dental professional.

In this episode Carl White and Dr. Bobby Grossi discuss:

Make sure you can handle new patient phone calls before spending money on marketing to get them
The first place to start with marketing (hint: it’s not social media!)
Why thinking about marketing as an investment vs a cost is a better way to go.

Want to be a guest on PracticeCare?

Episode Sponsorship

This episode is sponsored by REVA Global Medical, who specialize in placing medical virtual assistants with practices in healthcare – medical, dental, and others. Medical virtual assistants are a great option for tasks in your office that are important, repetitive, and a bit lower on the skill level. Think insurance verifications, prior authorizations, database management, scheduling patient appointments, and the like. A medical virtual assistant is a legitimate option instead of hiring someone new, which is especially hard these days. REVA Global Medical trains their virtual assistants in healthcare, HIPAA, insurance, customer service, and other skills necessary to support each client assignment. REVA assigns each client their own virtual assistants, manages those virtual assistants, and delivers weekly productivity reporting to clients.

To hear REVA’s owner’s PracticeCare episode, go here.

To learn more about REVA:

revaglobalmd.com
info@revaglobalmd.com
860-471-1770
www.facebook.com/revaglobalmd
www.instagram.com/revaglobalmd
www.linkedin.com/company/revaglobalmd

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Thedentistceo.com

Facebook: https://www.facebook.com/The-Dentist-CEO-109820498422650

Instagram: https://www.instagram.com/thedentistceobygrossi

Linkedin: https://www.linkedin.com/in/dr-bobby-j-grossi/

Connect with Carl White

https://www.linkedin.com/in/jimbilello/

Email: whitec@marketvisorygroup.com

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YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Jim Bilello on Tips To Hire A Good Google Paid Ads Agency

whitec@marketvisorygroup.com (Carl White) — Tue, 7 Mar 2023 17:44:22 +0000

Are you curious about Google Ads for your practice? Have you been burned in the past but still want to see if Google Ads makes sense?

Jim Bilello is President of US Marketing, a Google Ads agency. Jim has over 20 years of sales and marketing experience and has represented key Hollywood Studios, e.g. Paramount, Fox, New Line, Disney, Miramax, Lions Gate for ancillary distribution to colleges and universities, started a college cinema cable network, Account Executive for Clear Channel Entertainment / Live Nation and represented Latin Grammy artists for Hispanic marketing for the Texas Rangers, the Arizona Diamondbacks, Verizon Wireless and Chase Bank. He has a Masters in Education and Marketing from Southern Illinois University - Carbondale and a Northwestern University Kellogg Graduate School of Business Executive Certificate in New Product Development.

In this episode Carl White and Jim Bilello discuss:

The difference between paid ads and SEO
What good looks like for a Google Ads experience
How to measure ROI with Google Ads (and how not to)

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Nicky Billou on Becoming a Thought Leader

whitec@marketvisorygroup.com (Carl White) — Tue, 28 Feb 2023 06:00:00 +0000

Referral sources like to refer to Thought Leaders. How do you develop your own thought leadership? How do you know what Thought Leadership even looks like?

Nicky Billou has worked with Olympic Gold medalists Donovan Bailey & Mark McKoy, and helped Theresa Dugwell set 3 ultra-distance athletic Guinness World Records. An ex-corporate executive, he has become THE trusted adviser to CEOs, entrepreneurs, and sales professionals for their personal health and peak business performance. He is a Best Selling Author of 8 books, including, Finish Line ThinkingTM: How to Think and Win Like a Champion, The Thought Leader’s Journey: A Fable of Life, The Power Of Connecting: How To Activate Profitable Relationships By Serving Your Network (with Kai Bjorn), How To Create A Million Dollar A Year Income: The Priceless Guide For Insurance Agents, Professional Sale People, And Anyone With A Big Dream (with Perry Wong)

Nicky is the host of the #1 podcast in the world for thought leadership, The Thought Leader Revolution, featuring guests like Dr. Ken Blanchard, John Maxwell, and Jack Canfield.

In this episode Carl White and Nicky Billou discuss:

The difference between being an Expert and being a Thought Leader
The true casualty of staying in your comfort zone
How to get over the hump and actually sell yourself as a Thought Leader

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The Thought Leader’s Journey: A Fable of Life

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LinkedIn: http://www.linkedin.com/in/healthcaremktg

Beth LaChance on Using Medical Virtual Assistants

whitec@marketvisorygroup.com (Carl White) — Tue, 21 Feb 2023 06:00:00 +0000

Beth Lachance is the CEO of REVA Global Medical, a medical virtual assistant company. Beth is leading REVA Global Medical in vision and the day-to-day business operations securing the functionality of the business to drive extensive and sustainable growth. Combining her strong leadership and determination with her 16 years of experience as a business owner specializing in Real Estate Project Management and Investing with Hat Trick Holding, LLC, and over 22 years of corporate experience in the private and public sector of Surgical Device, Pharmaceutical, and Specialty Pharmacy Industries – she keeps the company moving forward with high-level strategy while understanding the details of day-to-day execution to ensure steadfast success.

In this episode Carl White and Beth LaChance discuss:

The training a medical virtual assistant should have
The types of work that is good to give to a medical virtual assistant
When it’s a good time to think about bringing on a medical virtual assistant

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Email: whitec@marketvisorygroup.com

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LinkedIn: http://www.linkedin.com/in/healthcaremktg

Colin Carr on Getting the Best Deal For Office Space

whitec@marketvisorygroup.com (Carl White) — Tue, 14 Feb 2023 06:00:00 +0000

Colin Carr is a commercial real estate expert who has successfully completed over a thousand commercial real estate transactions while saving his clients hundreds of millions of dollars. Colin founded and scaled CARR, a nationwide commercial real estate company, to exclusively represent the unique needs and interests of healthcare providers. Colin has mastered several niches in the healthcare real estate industry and is passionate about helping others “Maximize Your Profitability Through Real Estate®”. Today, CARR is the nation’s leading healthcare real estate advisor with a team of almost 150 experts that span coast-to-coast. Every year, thousands of healthcare providers trust CARR to help them achieve the most favorable terms on their lease and purchase negotiations.

In this episode Carl White and Colin Carr discuss:

The top mistakes healthcare practice owners make with their lease renegotiation
Why it costs $0 to hire a real estate expert to represent you when leasing or buying
How to decide whether to lease or buy office space for your practice

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LinkedIn: http://www.linkedin.com/in/healthcaremktg

Kate Krebsbach on Telling A Good From A Bad Insurance Agent

whitec@marketvisorygroup.com (Carl White) — Tue, 7 Feb 2023 06:00:00 +0000

Kate Krebsbach is a Vice President and business insurance advisor to healthcare practitioners throughout the United States at Roberts Ryan & Associates in Chicago. With Midwest roots dating back to 1927 in the insurance space, she represents the 4th generation in her family's insurance agency. Kate helps physicians by taking the "annoying" insurance stuff off their shoulders so they can get back to their patients and staff.

In this episode Carl White and Kate Krebsbach discuss:

How do you tell a good insurance agent from a bad one?
What mistakes do you see practice owners making when they change their policy

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Shane Littleton on Why Culture, Not Finance, Should Drive Your Practice

whitec@marketvisorygroup.com (Carl White) — Tue, 31 Jan 2023 06:00:00 +0000

Shane Littleton has a master’s in healthcare administration and is the CEO of Chisholm Trail Pediatrics in Round Rock, TX. He’s been with Chisholm Trail for 11 years and CEO for the past 5. Shane understands how to balance business and healthcare, while focusing on the patient first. When Shane became CEO, he vowed to secure the future of Chisholm Trail Pediatrics by keeping his same mission and values, but catering to an ever-changing market of patients and parents. Shane and his partner have succeeded in this by staying independent, focusing on excellence, and keeping a family- like culture centered around compassion. Shane’s business model is based around building relationships. As pediatric primary care providers, the most important part is having a solid relationship with patients that is centered around trust.

In this episode Carl White and Shane Littleton discuss:

What Shane means when he says “culture should drive the practice, not finance”
An example of what good culture looks like
The first thing you should do, without question, if you’re going to build or reform your culture

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Megan Shull on Engaging Employees in Difficult Business Decisions

whitec@marketvisorygroup.com (Carl White) — Tue, 24 Jan 2023 06:00:00 +0000

Megan Shull is a Bilingual Speech Language Pathologist and owner of Building Bridges through Communication, a small multidisciplinary home health agency primarily serving adults with developmental and congenital disabilities. She received a Bachelor of Arts degree in Communication Sciences and Disorders from Baylor University and a Master of Science in Communication Disorders from the University of Texas at Dallas. With over 15 years of experience in Speech Pathology and nearly a decade in private practice management, Megan has established herself as an expert in her field and an innovator within the healthcare community.

In this episode Carl White and Megan Shull discuss:

Using surveys to engage employees
What it takes to do an employee survey well

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Website: https://buildingbridgestherapy.org/

Facebook: https://www.facebook.com/Building-Bridges-through-Communication-104901748335431

LinkedIn: https://www.linkedin.com/in/megan-shull-74b97757/

Connect with Carl White

Email: whitec@marketvisorygroup.com

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YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Brandon Kelly on Adding a New Service to your Practice

whitec@marketvisorygroup.com (Carl White) — Tue, 17 Jan 2023 06:00:00 +0000

From an early age “The Brandon Kelly” knew that he wanted to be a businessman. Since that time he has gone on to earn a PhD in Business acquisition, and has started, bought, and sold 9 companies. He was one of the original contestants on the “Apprentice” and has since taken two companies to the “Shark Tank” where they were given deals.His expertise has been requested by over 100 companies in helping them grow their business and sales and in turn those companies have done 1 Billion in new sales. Author of 7 books and 6 coaching programs it is a pleasure to have Brandon on our Show.

In this episode Carl White and Brandon Kelly discuss:

The A B C of a practice
Must Do’s when adding a new service
Must Avoid’s when adding a new service

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An Offer To Our Listeners From Brandon Kelly

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Email: whitec@marketvisorygroup.com

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LinkedIn: http://www.linkedin.com/in/healthcaremktg

Bridgette Hannigan on Marketing that the Big Guys Cannot Copy

whitec@marketvisorygroup.com (Carl White) — Tue, 10 Jan 2023 06:00:00 +0000

Bridgette Hannigan is Self Pay Medical practice owner who works with the uninsured local hispanic population in Atlanta. One practice offers ultrasound and the other offers primary care. Both practices count larger hospitals and health systems as their competitors. Bridgette finds unique ways to connect intimately with her community in ways that those competitors either can’t do, don’t do well, or don’t do at all. Not only are Bridgette’s practices surviving, but they’re expanding and thriving.

In this episode Carl White and Bridgette Hannigan discuss:

Why private practices can market better locally than big hospitals can
Marketing ideas that work and why
Marketing ideas that don’t work and why

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Episode Sponsorship

This episode is sponsored by Dr. Joe Sherman. Joe is a certified physician professional development coach, public speaker, and group facilitator. Joe owns and runs his own coaching agency, Joe Sherman MD LLC. Joe focuses on helping physicians turn burnout into career fulfillment and rediscover joy in their lives. Joe has been in medical practice as a pediatrician for over 35 years, and after struggling with burnout himself, is now passionate about helping others find joy and fulfillment in their careers. Joe works with physicians both 1 on 1 and in group settings. Whether you’re burned out already or feel like you deserve more from your work, you owe it to yourself to talk with a fellow physician like Joe who’s trained to help. You can find out more about Joe and his services.

You can find Joe Sherman’s episode here.

Joe’s contact information:

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LinkedIn: http://www.linkedin.com/in/healthcaremktg

Kelly Wesner on A Specific vs. Vague Culture

whitec@marketvisorygroup.com (Carl White) — Tue, 3 Jan 2023 06:00:00 +0000

Kelly Wesner, MSW, LICSW owns and practices therapy at Maple Grove Therapy & Wellness in Maple Grove MN. Kelly’s passion and expertise are to support women ages 16 and beyond through the journey of self-discovery and many times re-discovery. She provides individual therapy and parenting support with the use of evidence-based treatment modalities.

In this episode Carl White and Kelly Wesner discuss:

What a specific culture looks like
How she could tell when her practice’s culture was specific enough

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Email: whitec@marketvisorygroup.com

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LinkedIn: http://www.linkedin.com/in/healthcaremktg

Jane Krasnick on Tips to Keeping Employees Happy

whitec@marketvisorygroup.com (Carl White) — Tue, 27 Dec 2022 06:00:00 +0000

Dr. Jane Krasnick is a board certified allergist. She has been in private practice for 26 years 19 of these at Warren Allergy And Asthma, which she started herself and manages today. Dr. Krasnick did her internal medicine training at Northwestern followed by a combined pediatric and adult allergy and clinical immunology fellowship at Northwestern University. We see patients of all ages and all spectrum of allergic disorders.

In this episode Carl White and Dr. Krasnick discuss:

Her #1 tip to keeping employees happy
What’s she’s tried when keeping employees happy that didn’t work
Her approach to hiring well

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LinkedIn: http://www.linkedin.com/in/healthcaremktg

Sam Zanayed on Calling Your Banker Sooner

whitec@marketvisorygroup.com (Carl White) — Tue, 20 Dec 2022 06:00:00 +0000

Sam Zanayed is VP Practice Business Development at Huntington Bank. Sam’s dedication to the banking industry provides Huntington Bank over 20 years of experience including 7 years of lending to the dental, medical, and veterinary communities. His experience in healthcare lending, along with his experience working alongside other healthcare professionals, allows him to offer a unique perspective to practitioners as they approach the most important decisions in their professional lives. Sam’s expertise includes practice acquisitions, buy-in’s, and buy-outs, startups, expansions, real estate financing and construction projects.

In this episode Carl White and Sam Zanayed discuss:

When it’s a good time to contact your banker
Cautionary tales of what happens if you wait too long

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Email: whitec@marketvisorygroup.com

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LinkedIn: http://www.linkedin.com/in/healthcaremktg

Dr. Joe Sherman on Combating Physician Burnout

whitec@marketvisorygroup.com (Carl White) — Tue, 13 Dec 2022 06:00:00 +0000

Joe Sherman, MD is a pediatrician, coach, and consultant to individuals and healthcare organizations in the areas of cross-cultural medicine, leadership, and provider well-being. He is a certified physician professional development coach and a group facilitator with the Center for Courage & Renewal. Joe has been in medical practice for over 35 years concentrating on healthcare delivery to underserved and medically complex children. After struggling with professional burnout himself, he is now passionate about helping others in helping professions find joy and fulfillment in their careers. He holds an appointment as Clinical Associate Professor of Pediatrics at the University of Washington.

In this episode Carl White and Dr. Joe Sherman discuss:

What signs of physician burnout can look like
What physicians can do to get started on dealing with burnout
What the healthcare system can do

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LinkedIn: https://www.linkedin.com/in/joeshermanmd/

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www.ClarityCounselingSeattle.com

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LinkedIn: http://www.linkedin.com/in/healthcaremktg

Justin Pere on Growing from a Solo to Group Practice

whitec@marketvisorygroup.com (Carl White) — Tue, 6 Dec 2022 06:00:00 +0000

Justin Pere is a license therapist with 20 years of experience helping couples and individuals. He is the owner of clarity Counseling Seattle, a group practice he started in 2010 that specializes in relationships, sex, and grief and loss. In addition to managing a practice of either other relations and sex therapists, Justin works with around 25 couples a week, and also runs group therapy for couples struggling with sex. He is a Certified Sex Therapist and a Certified Gottman Therapist.

In this episode Carl White and Justin Pere discuss:

Why Justin decided to start a group practice
What Justin feels he did well as he was growing his group
What Justin would do differently if he could do it over again

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LinkedIn: http://www.linkedin.com/in/healthcaremktg

Ronda Nelson on Hiring A-Team Players

whitec@marketvisorygroup.com (Carl White) — Tue, 29 Nov 2022 06:00:00 +0000

Ronda Nelson started her career as a bookkeeper until her daughter’s life-threatening illness changed everything. She began studying functional medicine and started a highly successful wellness practice in northern CA. Her passion for business and marketing was clear when colleagues began asking for help with practice-related issues, which grew into a coaching and mentoring business.

After 20 years in practice and educating others, Ronda has helped hundreds of wellness practitioners grow incredibly successful practices. She helps functional medicine practitioners transform their practices into thriving businesses through her podcast, online courses, clinical membership, and business coaching programs.

In this episode Carl White and Ronda Nelson discuss:

Her firing experience she’d rather forget
Her hiring process to find A-team players. You can get the Hiring Guide Ronda describes here.
Why culture is so important to keep A-teamers

To get the hiring guide Ronda described, go here: Ronda Nelson Hiring Guide.

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Facebook: https://www.facebook.com/drrondanelson/

Instagram: https://www.instagram.com/drrondanelson/

LinkedIn: https://www.linkedin.com/in/ronda-nelson-phd-mh-699053a/

YouTube: https://www.youtube.com/RondaNelson

support@rondanelson.com

Connect with Carl White

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Email: whitec@marketvisorygroup.com

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YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Millie Huckabee on Building a Good Advisory Team

whitec@marketvisorygroup.com (Carl White) — Tue, 22 Nov 2022 06:00:00 +0000

Episode Notes

Millie Huckabee and is the Founder and CEO of Sage Therapy Chicago. Sage provides in-person and online therapy to individuals, couples, and families as well as mental health resources to the Chicagoland area and the State of Illinois. Millie became a therapist because she loves hearing the stories of people’s lives and their experiences. She founded Sage because she wanted to establish and build a practice that was a great place for therapists to work and for clients to find reliable and supportive mental healthcare and resources.

In this episode Carl White and Millie Huckabee discuss:

The expertise she has on her advisory team
How Millie tells a good advisor from a bad advisor, and when it’s time to change advisors
Tips to get the most value out of your advisors

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Email: whitec@marketvisorygroup.com

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LinkedIn: http://www.linkedin.com/in/healthcaremktg

Brook Choulet on Starting a Private Practice While Still Employed

whitec@marketvisorygroup.com (Carl White) — Tue, 15 Nov 2022 06:00:00 +0000

Brook Choulet, M.D., known as The Performance Psychiatrist™, is a board-certified concierge psychiatrist and physician business consultant. In addition to seeing adolescents, Dr. Choulet specializes in Performance Psychiatry™. She is passionate about helping high achievers optimize their mental health and enhance their wellbeing. Dr. Choulet founded Choulet Performance Psychiatry with locations in Scottsdale, Beverly Hills, and San Diego. Dr. Choulet started her private practice in 2020, and within a year, she hired over 6 other clinicians to join her at Choulet Wellness. She is rapidly expanding both practices in Arizona and California.

As a business consultant, Dr. Choulet has been able to help several psychiatrists across the country start and grow their private practices. Dr. Choulet has a passion for helping other physicians identify their career goals and grow their own clinics. She is an expert in time-management and efficiency, as she started and expanded both of her practices while still in fellowship training.

In this episode Carl White and Dr. Brook Choulet discuss:

Brook’s inspiration to go straight to owning a private practice vs. any other way
What she started doing first as she developed her private practice concept while still in Fellowship full time
How her practice has changed since she opened

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Personal Professional Site: https://www.brookchouletmd.com

Clinic Site: https://www.chouletperformance.com

LinkedIn: https://www.linkedin.com/in/brook-choulet-29393076

Facebook: https://www.facebook.com/chouletwellness

Instagram: https://www.instagram.com/brookchouletmd/

Connect with Carl White

Email: whitec@marketvisorygroup.com

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YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Todd Koos on Advice For Staying Private

whitec@marketvisorygroup.com (Carl White) — Tue, 8 Nov 2022 06:00:00 +0000

Todd Koos is the owner and operator of The PT Center, with four locations throughout Charlotte, North Carolina. Todd is a 1990 Graduate from the Mayo Clinic in Rochester, MN, and he has a Masters Degree in Theology/Missions from Oral Roberts University in 2001. Todd worked in the outpatient ortho world for about 30 years and opened his own practice in February 2009. Since then, it’s grown to 4 locations and 22 employees. The mission of The PT Center is to provide a distinct and transforming level of physical care by incorporating our faith as we serve the whole person when those opportunities arise. Todd has been married 19 years and has 4 children.

This Episode is Sponsored by Chris Clepp

This episode is sponsored by The Strategic Financial Group’s Chris Clepp. Chris has 21 years of experience in wealth advisement, and today specializes in helping business owners under 55 deal with life’s challenges. With Chris you’ll create a plan that builds overall financial health, conceives of an exit plan later in life, and even makes work optional if that’s what you want. To have an introductory call with Chris and see if there’s a match, call Chris at 773-368-2324. Chris’ contact info will also be in the show notes to this episode.

To hear Chris’ PracticeCare episode, go here.

Chris Clepp’s Contact Information:

773-368-2324

In this episode Carl White and Todd Koos discuss:

The importance of having a true point of difference that helps patients tell you apart from your competitors
Why having a defined culture in your practice is critical to staying private

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LinkedIn: https://www.linkedin.com/in/todd-koos-15508810a/

Facebook: https://www.facebook.com/PTCenterCharlotte

Instagram: @ptcentermonroe; @ptcentermatthews, @ptcenterwaxhaw, @ptcentersouthend

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Dr. Camysha Wright on Getting Big While Staying Private

whitec@marketvisorygroup.com (Carl White) — Tue, 1 Nov 2022 05:00:00 +0000

Dr. Camysha Wright is a partner with ENT And Allergy Associates of Florida. Dr. Wright holds a medical degree from the Howard University College of Medicine (Washington D.C.) and holds a Master of Public Health degree from Florida A&M University. Dr. Wright completed her surgery internship and residency at the University of Texas Medical Branch in Galveston. She’s a member of the American Medical Association, American College of Surgeons, American Academy of Otolaryngic Allergy, and the American Academy of Otolaryngology Head and Neck Surgery. Dr. Wright successfully passed both the written and oral portions of the 2012 Fellow Examination held by the American Academy of Otolaryngic Allergy. She may now use the additional credentials and distinction of (FAAOA). She serves at both the local, state and national level, and is the president of the Florida society of otolaryngology head and neck surgeons for the 2022-2023 year.

In this episode Carl White and Dr. Camysha Wright discuss:

The decision to join a practice group instead of staying solo or joining a hospital
The benefits of joining a group
Joining a single specialty vs. multispecialty group

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Connect with Dr. Camysha Wright

Facebook: https://www.facebook.com/drcamyshawright

LinkedIn: https://www.linkedin.com/in/camysha-wright-5649b071/

Instagram: https://www.instagram.com/drcamyshawright/

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Dr. David Kading on Getting More Of The Patients You Want

whitec@marketvisorygroup.com (Carl White) — Tue, 25 Oct 2022 05:00:00 +0000

Dave Kading, OD, FAAO, FCLSA has been recognized as one of the top 50 optometry influencers of all time, as one of the top 250 innovators, and listed as one of the top 10 best practice in eyecare. His three practices in the Seattle focuses on Dry Eye, Specialty Lenses and Myopia Management. He Co-Owns Optometric Insights which is changing the way students and doctors perceive practice. He performs research as part of the post-graduate Residency program that he hosts in Seattle. He lectures internationally and has written thousands of papers and articles. Dr. Kading’s teaching style brings about innovation and simplified perspectives to longstanding conditions. His podcasts: The OI Show and The Myopia Podcasts are released weekly and downloaded by practitioners worldwide. Dr. Kading sits on several boards of both medical and charity organizations. Most of all, Dr. Kading loves spending time with his three daughters and optometrist wife, Kristi Kading, OD, FAAO, FCOVD.

In this episode Carl White and David Kading discuss:

To have more of the patients you want, you have to:

Define those patients types (example: more specialty patients and fewer primary care patients)
Market to those patient types – speak to them!
Do your marketing consistently over time

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Chris Clepp’s Contact Information:

773-368-2324

Connect with David Kading

Instagram: @specialtyeye, @optometricinsights, @davekading

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Dr Judy Butler on Combining Two Services Into One

whitec@marketvisorygroup.com (Carl White) — Tue, 18 Oct 2022 05:00:00 +0000

Dr. Judy Butler is a certified Pastoral Psychotherapist in private practice, who consults with, counsels, coaches, and trains Baby Boomers and Senior Adults to become “The Guardian” of their own personal legacy and the legacy of their family.

On October 31, 2018 -- Butler Counseling & Consulting, LLC received the 2018 Best of Mebane Award in Religious Counseling. Dr. Butler holds a doctorate in psychotherapy from The Graduate Theological Foundation, a Master of Divinity degree from Campbell University and is a member of both Epsilon Pi Eta and Phi Kappa Phi honor societies. Judy is a member of the American Association of Pastoral Counselors, Triad Retirement Living Association, a certified Spiritual Director, ordained clergy, a speaker, and a teacher with years of experience and many thousands of hours of practical application.

In this episode Carl White and Judy Butler discuss:

How she figured out that combining pastoralism and psychotherapy is better than either one alone
How she chose her target clients
What she thinks about competition

Want to be a guest on PracticeCare?

This Episode is Sponsored by Chris Clepp

To hear Chris’ PracticeCare episode, go here.

Chris Clepp’s Contact Information:

773-368-2324

https://www.linkedin.com/in/dr-judy-butler-63323a30/https://www.facebook.com/theGuardiansGift https://www.youtube.com/channel/UCHtchEnza0o0TOrrgHLGjRg

Connect with Judy Butler

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Ariel Mae Dangelo on Financial Tips For Your Practice

whitec@marketvisorygroup.com (Carl White) — Tue, 11 Oct 2022 05:00:00 +0000

Ariel Dangelo brings several years of diverse finance experience to her growing financial planning business. As a fiduciary, she uses her holistic approach to set individuals and families on the path to financial freedom. She understands that everyone has a unique set of circumstances, challenges, and goals. That is why she analyzes every aspect of a client’s financial situation and gets to know them on an individual level. Ariel is committed to gaining trust and takes great satisfaction in her client's success. She lives in Massachusetts with her husband Michael, two dogs, two cats, chickens, and bees.

In this episode Carl White and Ariel Dangelo discuss:

As a practice owner, you need to know a few important numbers about your practice.
The difference between owning a practice and having a job (that you own) when it comes time to sell your practice
There are unique ways to save for college expenses as a practice owner

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LinkedIn: https://www.linkedin.com/in/ariel-dangelo-43722749/

Facebook: www.facebook.com/ArielDangeloFinancialAdvisor

Twitter: https://twitter.com/ArielAdvisor

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Chris Clepp on Building an Exit Plan For Your Practice

whitec@marketvisorygroup.com (Carl White) — Tue, 4 Oct 2022 05:00:00 +0000

Chris Clepp is a wealth advisor with The Strategic Financial Group and has been so since 2013. Overall he’s been in financial services for 21 years and now focuses on working with business owners under the age of 55 to partner with them to deal with life's challenges. He helps clients nationwide focus on what is really important to them and to know when they can make work optional. One area of focus is gaining control of their future by putting an exit plan in place as part of their financial plan.

In this episode Carl White and Chris Clepp discuss:

Exit hoping is NOT exit planning
The 4 steps to exit planning
Why exit planning and financial planning go hand in hand

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Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Curran Otis on Differentiating Intangible Services

whitec@marketvisorygroup.com (Carl White) — Tue, 27 Sep 2022 05:00:00 +0000

Curran Otis owns Tranquil Waters Counseling, which focuses on helping individuals overcome trauma, PTSD, anxiety, and depression. Tranquil Waters is based in Arlington, WA (the lesser-known Arlington of the US). Curran has always dreamed of owning his own business and jumped in fresh out of Graduate School in 2018. Today Curran acknowledges that he wears many hats in addition to owner including marketing, sales, and clinic director. He’s married with a 3 year old and just turning 37.

In this episode Carl White and Curran Otis discuss:

Your differentiation has to be authentic both to you and to your services (it’s the steak not the sizzle)
Get your differentiation down to a short sentence or even 1 word
Keep working on how to articulate your differentiation to make it simpler to understand

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LinkedIn: @curranotis

Instagram: @tranquilwatersllc

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Barbara Khozam on Building a Great Patient Experience

whitec@marketvisorygroup.com (Carl White) — Tue, 20 Sep 2022 05:00:00 +0000

Barbara Khozam is known around the world for her impactful, high-energy delivery, outrageous wit, and ability to connect with her audience.

Barbara has spoken more than 1,700 times to more than 75,000 people in 12 countries about customer service, leadership, motivation, and communication.

In 2014 Barbara was the 14th woman in the world to be honored by Toastmasters International with their eliteAccredited Speakerdesignation for “outstanding platform professional speaking.” Only 81 have earned the award in 145 countries.

In 2019 Barbara was chosen as theTop Customer Service Consultant of the Yearby the International Association of Top Professionals.

Also in 2019, Barbara was awarded theCSP® (Certified Speaking Professional™) from the National Speaker’s Association. Barbara isoneof only threewomen in theworldto have achievedBOTHthis designation as well as the Toastmaster Accredited Speaker designation.

In 2021, Barbara achieved the Certified Patient Experience Professional (CPXP) designation. The certification, awarded by Patient Experience Institute (PXI), signifies that recipients possess the qualities of a leader who influences the systems, processes, and behaviors that cultivate consistently positive experiences with knowledge and practical experience necessary to pass a rigorous examination.

In this episode Carl White and Khozam discuss:

Why “great clinical care” ranks 7th most important to patients when choosing a practice
What the early warning signs are that you might have a patient experience problem
Where you can get started in improving your practice’s patient experience.

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Customer Satisfaction Checklist from Barbara!

Download this free checklist from Barbara to help you understand your practice’s strengths and weaknesses when it comes to customer satisfaction!

Connect with Barbara Khozam

https://barbarakhozam.com/

Facebook: /barbarakhozam

LinkedIn: /barbarakhozam/

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Sara Makin on Growing a Successful Telehealth Practice

whitec@marketvisorygroup.com (Carl White) — Tue, 13 Sep 2022 05:00:00 +0000

Sara Makin, MSEd, LPC, NCC is the founder and CEO of Makin Wellness, an online therapy company on a mission to help millions heal & become happy again.

In this episode Carl White and Sara Makin discuss:

Employee happiness is one of the keys to growing a telehealth practice (or any practice)
The profile of a patient who is open to telehealth vs. patients who are not
Her biggest challenge in growing her telehealth practice

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Linked In: Makin Wellness

Instagram: @makinwellness

Facebook: Makin Wellness

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Dr. Shane Steadman on Recovering from Severe Staffing Issues

whitec@marketvisorygroup.com (Carl White) — Tue, 6 Sep 2022 05:00:00 +0000

Dr. Shane Steadman is a chiropractor – neurologist and the owner of Integrated Health Systems in Denver, CO. Integrated Health Systems is a functional medicine / functional neurology practice. We specialize in challenging cases combining neurology, endocrinology and immunology while trying to find the underlying cause to their condition.

In this episode Carl White and Dr. Shane Steadman discuss:

The importance of having staff who are onboard with your vision
Why having systems and processes are essential to running a healthy practice
Why choosing a few business metrics to measure, and measuring them, is critical

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Instagram- ihsdenver

Facebook- Integrated Health systems

Connect with Carl White

https://www.facebook.com/pg/businesssavvyphysician/https://www.instagram.com/businesssavvyphysician/https://www.linkedin.com/in/jamie-spann-27ba7b9/https://www.youtube.com/channel/UC77CJRzG8C9-WmCzKvPpSyw https://vm.tiktok.com/TTPdjQFdaU/

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Jamie Spann on Generating More Revenue Without Adding More Patients

whitec@marketvisorygroup.com (Carl White) — Mon, 29 Aug 2022 05:00:00 +0000

Jamie Spann the daughter of a maxillofacial surgeon who spent his entire career in private practice. She has seen first hand the struggles he went through on the business side of his practice. Jamie started Business Savvy Physician to educate and work with private practices like his. We specialize in starting a private practice, increasing revenue, recruiting staff, and online presence and reputation management.

In this episode Carl White and Jamie Spann discuss:

To generate more revenue from your current patients, make sure the products or services you offer are relevant to your patients.
Look at where you refer patients after they leave you. Could you offer what that referral source offers instead?
Look at your insurance contracts. You may be able to negotiate a higher rate and get paid faster.

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Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Dr. Laxmi Naik on Succeeding as a Cash Pay Practice Model

whitec@marketvisorygroup.com (Carl White) — Thu, 11 Aug 2022 05:00:00 +0000

Episode Notes

Dr. Naik is a Board-certified emergency medicine physician. She is also certified by the Institute Functional Medicine and the Board of Integrative and Holistic Medicine. After practicing acute care medicine at the busiest trauma centers in New York, she pursued Holistic Medicine for her own healing journey. She has practiced Isha yoga meditation for over a decade and has a deep understanding of eastern healing traditions like Ayurveda and herbal medicine. Her practice, Spectrum Integrative Health, focuses on blending ancient healing modalities with evidence-based western medicine to help people heal with various conditions.

In this episode Carl White and Dr. Laxmi Naik discuss:

The benefit of combining western medicine with integrative medicine into one practice model
Doctors should immerse themselves in the business side of their practice to get smart about it
For cash pay practices, marketing is essential.

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Connect with Dr. Laxmi Naik

www.spectrumihealth.com

Connect with Carl White

https://www.facebook.com/physicianagency
https://www.linkedin.com/in/ethannkana/
https://www.instagram.com/physicianagency/

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Ethan Nkana on Negotiating Your Employment Contract Like a Professional Sports Agent

whitec@marketvisorygroup.com (Carl White) — Thu, 4 Aug 2022 05:00:00 +0000

Episode Notes

After more than a decade in hospital and healthcare administration, specializing in physician contracting and compensation, Ethan recognized that his skills, training, and expertise could be put to more meaningful use negotiating physician contracts on behalf of physicians.

The extensive experience Ethan has in physician contracting is founded on a doctorate degree in law from the University of Dayton School of Law. While completing his legal training, Ethan earned his master’s of business administration, also from the University of Dayton. He earned his B.S. in Business Administration & Public Relations from Southern Adventist University.

In this episode Carl White and Ethan Nkana discuss:

When you negotiate your employment contract, what the goals are of the other side
The negotiators in the hospital are skilled and trained in negotiation, and they do it full time
Why your colleagues’ salaries are probably not good comparisons for what the market pay is for your area

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Connect with Carl White

https://www.instagram.com/wholisticnaturalhealth https://www.facebook.com/wholisticnaturalhealthaustralia

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Magic Barclay on Niching Within a Niche in Holistic Health

whitec@marketvisorygroup.com (Carl White) — Thu, 28 Jul 2022 05:00:00 +0000

Magic Barclay is the lead practitioner at Wholistic Natural Health Australia and host of the podcast “A Magical Life;: health, wealth and weightloss”. Magic’s life changed when she faced multiple life-threatening conditions. She then decided to find the root cause of her health issues and that set her on a path of life changing learning. Magic helps (mainly) women aged 45-65 who feel unheard or misled by mainstream medicine or anyone who wants to bring their health back to basics. By treating root cause and the systems of the body (not chasing symptoms, reconnecting to the environment and overcoming their past trauma and that of previous generations through healing the PNEI (psycho neuro endo immune) pathways of the body. She is also a master practitioner in mould toxicity recovery. Personally-, she is a mum of two amazing humans and two gorgeous furbabies, grower of organic food for her family and a passionate native gardener.

In this episode Carl White and Magic Barclay discuss:

The PNEI System (Psych, Neuro, Endo, Immune) and how they’re interrelated
The value of niching down in the holistic health space
Learning the value of saying no

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Email: whitec@marketvisorygroup.com

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YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Sabrina Runbeck on Using Your Time MUCH Better!

whitec@marketvisorygroup.com (Carl White) — Thu, 21 Jul 2022 05:00:00 +0000

After overcoming burnout working in cardiothoracic surgery, Sabrina Runbeck is able to maintain a clinical practice while helping healthcare private practice owners gain a day per week. By integrating her background in medicine, neuroscience, and positive intelligence, she created a simple 6-step system that allowed her clients to stop having endless to-do lists or needing to put out fires on a daily basis. They are now creating sustainable practices with consistent revenue without constant staff turnover. She hosts The Provider’s Edge podcast and is a twice International Bestselling Author being featured on Fox, CBS, and ABC.

In this episode Carl White and Sabrina Runbeck discuss:

What “Time Freedom” means
The 6 steps to getting 10 hours a week back
Why calculate the value of your time?

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here's where you can get the process started: https://marketvisorygroup.com/practicecare-podcast/

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Website: https://SabrinaRunbeck.com

YouTube: https://bit.ly/SabrinaRunbeck

Instagram: https://Instagram.com/SabrinaRunbeck

Facebook: https://FB.me/SabrinaRunbeck

Twitter: https://Twitter.com/SabrinaRunbeck

LinkedIn: https://LinkedIn.com/in/SabrinaRunbeck

Connect with Carl White

https://brainbalancestudio.com/

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

David Branksy on Starting Over In A New City

whitec@marketvisorygroup.com (Carl White) — Thu, 14 Jul 2022 05:00:00 +0000

David Bransky, owner of Brain Balance Studio in Franklin TN. David is an acknowledged contributor towards a well-needed movement in shifting consciousness and improving the overall quality of life. Collaborating the use of his Brain Reboot Process and his unique and direct touch, he’s able to help people instantly shift from a Life-depleting state to a more naturally centered and positive one. A facilitator of this unique hands-on helping system since 2007, David Bransky established himself as a key role in helping reduce stress and improve peoples’ lives.

In this episode Carl White and David Bransky discuss:

Discovering if a patient needs your treatment vs. pushing your treatment onto everyone
Successfully starting over in a completely different city
The benefits of living in the moment vs. stressing about the future

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Instagram: @BalanceWithBransky

Connect with Carl White

https://www.phprimarycare.com/

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Dr. Ingrid Liu on Success as a Direct Primary Care Doctor

whitec@marketvisorygroup.com (medical practice management, direct primary care) — Thu, 7 Jul 2022 05:00:00 +0000

Dr. Ingrid Liu is the owner and director of Progressive Health Primary Care. She has been practicing primary care family medicine for over 20 years. Until 2014 she practiced as a partner in a traditional primary care clinic and as a physician in large multi-specialty organization. While her love of medicine continued, over that time she spent more and more time dealing with regulations and rules of health insurance companies and less time taking care of patients.

In 2014 Dr. Liu was recruited to open the first office in Chicagoland a concierge medicine practice. In 2020 Dr. Liu transitioned her practice to Progressive Health Primary Care, a direct primary care practice. Now she can devote more time to patient care without having to spend time dealing with insurance companies myriad rules and administrative burden.

In this episode Carl White and Dr. Ingrid Liu discuss:

Why insurance companies are such a burden to doctors
Switching practice models from traditional to concierge to Direct Primary Care
Her advice to DPC doctors

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here's where you can get the process started: https://marketvisorygroup.com/practicecare-podcast/

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Connect with Ingrid Liu

https://www.facebook.com/phprimarycare

Connect with Carl White

https://www.linkedin.com/in/allenkamrava/

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Dr. Allen Kamrava on Succeeding Despite Challenging Reimbursement

whitec@marketvisorygroup.com (Carl White) — Sat, 2 Jul 2022 03:00:00 +0000

With graduate degrees in both business and medicine, Allen has maintained dual exposure throughout his career. Allen has dual surgical board certifications in General Surgery and Colon & Rectal Surgery. He has extensive management experience, having been acting VP at a multi-billion dollar real estate company, a consultant for an international risk-management consulting firm, and has worked at Deloitte. He teaching faculty in the department of surgery at Cedar Sinai Medical Center, and has published books, journals, and textbook chapters, and has spoken at several international conferences. Caring for his community in multiple ways - Allen serves on numerous boards, while simultaneously curing cancer as a surgeon. His breadth of experience in health care and management provides him a uniquely well-rounded perspective on how to tackle the uber-complex field of insurance. Allen is an amateur tri-athlete, residing in Los Angeles with his wife and four children.

In this episode Carl White and Dr. Allen Kamrava discuss:

What’s making it so hard to thrive as a private practice (hint: it’s reimbursement)
A few “must haves” to succeed
Building a big referral network fast

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here's where you can get the process started: https://marketvisorygroup.com/practicecare-podcast/

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Connect with Dr. Allen Kamrava

https://drkamrava.com/

Connect with Carl White

https://www.facebook.com/aimee.duffy.148

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Dr. Aimee Duffy on Getting Up When You Get Knocked Down

whitec@marketvisorygroup.com (Carl White) — Thu, 23 Jun 2022 05:00:00 +0000

Dr. Aimee Duffy is the #1 Best-selling author of "Normal Doesn't Have Side Effects", award winning speaker at Harvard Club of Boston, CNN Center, Nasdaq , New York City Bar Association and the Philadelphia College of Physicians. Dr Duffy has shared the stage with Martha Stewart, Suzanne Somers, Ice T and Dr Oz, she is a frequent podcast guest and expert guest on ABC, NBC, CBS, and Fox network TV shows. Dr. Duffy is the Founder and Medical Director of Carolina Integrative Medicine in Clemson, SC.

In this episode Carl White and Dr. Aimee Duffy discuss:

Where you start your training does not have to determine the type of practice you own
The will the persevere, even when dealing with extreme personal circumstances

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here's where you can get the process started: https://marketvisorygroup.com/practicecare-podcast/

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Connect with Dr. Aimee Duffy

https://carolinaintegrativemedicine.com/

Connect with Carl White

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Jeremy Pope in Developing Sales Skills in Your Practice

whitec@marketvisorygroup.com (Carl White) — Thu, 16 Jun 2022 08:00:00 +0000

Jeremy Pope owns and runs Sales Call Overhaul, which helps business owners fix the things in their sales process that “make selling suck”. He says, “it’s fun going beyond the boring industry standard close-rate of 15.5%”. He says, “I was never a super-talented salesperson with crazy charisma” and he even hated marketing and sales for the first couple of years in his entrepreneurial journey. After honing his sales craft in a “non-talented way”, he was finally able to let his new “giver process” do the heavy lifting and he became a top salesperson. He went on to become the sales manager of a team that made $1.7 Million per month in revenue and then he started a consulting business, training teams for international businesses like direct-marketing giant Guthy Renker. From there he became the client success director for Traffic and Funnels and to this day, he still does sales coaching with some private coaching clients.

In this episode, Carl White and Jeremy Pope discuss:

What sales really is about
Creating and following a recipe in your business
Key performance indicators and metrics
Getting people to tell the truth in an interview

Key Takeaways:

The common misconception is that good sales is all about giving a good pitch, but actually, it’s all about listening to your patient.
You need to hear what the other person is actually talking about, that’s one of the biggest things you could do as a provider. Have a clear process, a recipe, and let the process do the heavy lifting.
When hiring for a role you’re not sure about, it’s important to keep research and write down key performance indicators and any other way to apply a metric.
There are a lot of ways to tell if somebody is being truthful when in an interview, but the best and simplest way is to ask for a lot of details.

“If we can get an emotional diagnosis in addition to the physical… that makes a tremendous difference, it’s a huge amount of leverage in that conversation.” - Jeremy Pope

Connect with Jeremy Pope:

Website: https://www.salescalloverhaul.com

LinkedIn: https://www.linkedin.com/in/jeremy-pope/

Facebook: https://www.facebook.com/jeremythepope

Want to be a guest on PracticeCare? Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here's where you can get the process started: https://marketvisorygroup.com/practicecare-podcast/

Connect with Carl White:

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Michael Resnick: Financial Planning During a Bear Market

whitec@marketvisorygroup.com (Carl White) — Thu, 9 Jun 2022 08:00:00 +0000

About Michael Resnick: As a Certified Financial Planner, he along with his team help ensure that my clients and their loved ones are financially secure for the future. Through creating a comprehensive financial plan, he individually tailors their portfolios to accomplish their goals. Everything begins with values based planning and that remains throughout the relationship.

In this episode, Carl White and Michael Resnick discuss:

What is values-based financial planning?
Do good and do well
Finding a planner you can trust
Investing with a long-term view

Key Takeaways:

Values-based planning starts with recognizing what it is that you value in life the most and building a financial plan from there.
Medical practice ownership is a difficult career. Anyone who practices has to have an aspect about the job that’s fulfilling to them. The best way to do good is to do good while doing well.
There’s no legal issue with calling yourself a financial advisor, anyone can call themselves that but to be a financial planner, you have to study, pass the exam and be certified. If you’re talking to a financial advisor, find out the depth and scope of what he/she is capable of doing for you.
You need to be able to withstand the fluctuations of the moment and not look at it on a day-to-day, moment to moment basis. Instead, look at it with a long-term view.

“What happens day to day, moment to moment, should not be affecting your true retirement as long as you take a long-term view. If the market drops and you react, now you’ve actually given away money.” - Michael Resnick

Connect with Michael Resnick:

Website: https://wealthservices.aleragroup.com/

Connect with Carl White:

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Dr. Ashley White on Finding Your Inner Entrepreneur

whitec@marketvisorygroup.com (Carl White) — Thu, 2 Jun 2022 08:00:00 +0000

About Dr. Ashley White: She is an industry leader in challenging the weight-as-health dogma. Her groundbreaking work with Responsive Eating ™ has encouraged a critical shift in the medical field in the way people with larger bodies are perceived and treated. As a trusted clinician, educator, and parent, Dr. Ashley White’s mission is to use her signature methodology of Responsive Eating™ to facilitate appetite literacy so that people in larger bodies can unlearn, push back against, and liberate themselves from diet culture. She is a family and emergency medicine doctor by training, and is a Diplomate of the American Board of Obesity Medicine, though she doesn't use the term "obesity" in regular practice.

In this episode, Carl White and Dr. Ashley White discuss:

Growing into becoming an entrepreneur
Softening the blow of expenses
Taking your time back
Diving into starting your own practice

Key Takeaways:

Some people aren’t born an entrepreneur but still end up being one. The journey to business ownership can begin by finding what you’re passionate about and recognizing what’s hindering you from contributing to that in your current situation.
Starting out with owning your own practice might require you to pursue other means of income while you’re building your business. It will soften the blow of the expenses.
Create an intimate relationship with your patients but also make sure that you don’t get slaughtered by the amount of work you have to do. You need to take your time back.
In starting your own practice, you have to have something that you believe you can do better. You also need to understand that risk is a fact of life, if it feels uncomfortable to try it and there’s an exit ramp, then do it.

“I have this compelling optimism to say that this current system is not working, I believe there is another way, I will not get trapped in the negativity of there not being another way to do a good primary care. ” - Dr. Ashley White

Connect with Dr. Ashley White:

Website: https://www.drashleywhite.com/

Fax: (888) 981-3917

Call/text: (647) 931-0206

Instagram: https://www.instagram.com/drashleywhite/

LinkedIn: https://www.linkedin.com/company/drashleywhite/

Facebook: https://www.facebook.com/drashleywhite

Connect with Carl White:

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Dr. Doug Lucas on Making a BIG Change & Opening his Private Practice

whitec@marketvisorygroup.com (Carl White) — Thu, 26 May 2022 08:00:00 +0000

About Dr. Doug Lucas: He is a board certified orthopedic surgeon that left the traditional health care model to pursue an integrative health optimization practice called Optimal Human Health. He uses lifestyle, genetics, blood and functional testing to create custom plans for his patients.

In this episode, Carl White and Dr. Doug Lucas discuss:

Who is your ideal patient?
Serving a unique patient base
Practicing your passion

Key Takeaways:

Create a patient avatar, or an ideal patient profile. You need to identify who it is you want to serve before you can attract them to your practice.
Seek to serve a niche or an underserved patient population. Especially if you have a passion for these unique cases and a treatment that would be very beneficial to them.
Before you burn out and break down, you need to consider how you can be in the area of what you’re passionate about. If you don’t want to do a big shift, then think of creative ways in which you can implement your passion into what you’re already doing.

Connect with Dr. Doug Lucas:

Website: www.optimalhumanhealth.com

Facebook: https://www.facebook.com/OptimalHumanHealth

Instagram: https://www.instagram.com/dr_douglucas/

Instagram: https://www.instagram.com/optimal_human_health/

LinkedIn: https://www.linkedin.com/in/doug-lucas-b0243522/

Connect with Carl White:

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Lesley Wallerstein: You Have More Intellectual Property Than You Think

whitec@marketvisorygroup.com (Carl White) — Thu, 19 May 2022 08:00:00 +0000

Lesley Wallerstein: She is a graduate of MIT and a former patent examiner, Lesley knows how to write patent and trademark applications that stand up to competition and stand up in court.

In this episode, Carl White and Lesley Wallerstein discuss:

Making money with patented properties
Patenting your practice name
Protecting yourself early
How to benefit from patenting your IPs

Key Takeaways:

A patent gives the person holding it the exclusive right to make or sell or license the product and method. That exclusivity is what’s worth money.
Your practice name counts as intellectual property and it’s worth protecting. It helps in building your reputation and distinguishing yourself from businesses around you that provide the same services.
Protect yourself early and you will save yourself a lot of pain later on. You would be familiar with the cliche saying that an ounce of prevention is better than a pound of cure and that is true as well in the case of intellectual property
Having patented intellectual properties makes your services more desirable. It really emphasizes the originality and legitimacy of your product or services if it is patented.

“Your intellectual property is an asset of your business in the same way as your equipment or any other physical, tangible property.” - Lesley Wallerstein

Connect with Lesley Wallerstein:

Website: www.wallerstein-ip.com

LinkedIn: https://www.linkedin.com/in/lesley-wallerstein-632750a/

Connect with Carl White:

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Michael Liss On Franchising As A Way To Own Your Practice

whitec@marketvisorygroup.com (Carl White) — Thu, 12 May 2022 08:00:00 +0000

About Michael Liss: He is a Franchise Attorney, with FRANLAW® - The Franchise Law Experts. Michael Liss has represented over a thousand franchisees, franchisors and other clients. He has served as in-house General Counsel for nationally known franchisors. He is a member of the State of Illinois Attorney General’s Franchise Advisory Board. Michael helps create new franchise systems, and he helps people buy franchises to start and succeed. He is a member of the American Bar Association Forum on Franchising, the International Franchise Association, the American Franchisee Association and the American Association of Franchisees & Dealers. Mr. Liss is a graduate of the University of Illinois and the Loyola University of Chicago School of Law.

In this episode, Carl White and Michael Liss discuss:

Main benefits to franchising
The main conflict on franchise relationships
How to become a franchisor
Giving your franchise a chance

Key Takeaways:

The main benefits of franchising is better business management and better marketing. The practitioner will benefit more on the system and the branding that franchisors provide so that the medical professional can just focus on doing what they do best.
Franchisors have their own system, their own way of doing business. They would want the franchisee to stick to that system at all times. The conflict begins when the franchisee starts to deviate from the system or do things differently.
In order to become a franchisor, you need to have established your brand’s success. You need to have systems, a brand that’s trademarked, and you need to be making a lot of money. You would also need to adopt a trainer or coach personality, because that is essentially what you’ll be doing for your franchisees.
When you buy a franchise, surrender to their system. You paid for it, might as well give it a chance to work. There are certain ways to do things efficiently and franchises have set up systems for a reason - because it worked for them.

“If you’re a little too independent, a little too “my way” it’s gonna be hard to implement somebody else’s system. You have to want that. You’re all in. There’s a system, there’s a way.” - Michael Liss

Connect with Michael Liss:

Website: www.FRANLAW.com

LinkedIn: https://www.linkedin.com/in/michaellissesq/

Connect with Carl White:

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Don Tietz on Selling Your Practice But Keeping Your Ownership

whitec@marketvisorygroup.com (Carl White) — Thu, 5 May 2022 08:00:00 +0000

About Don Tietz: For over 30 years Don Tietz has been a leader in the world of business development and operations for practices in healthcare. For the past decade + he’s held leadership positions in larger dermatology practices in finance and operations. Currently he’s the VP of Operations with Dermatology Associates of LaGrange. Don’s special skills are identifying high potential business opportunities and launching successful new ventures. Additionally, Don has particular expertise in turning around operations that are struggling through tough economic times and have a hard time getting the financing they need. His goal with everywhere he goes is to move a struggling situation beyond survival and into prosperity

In this episode, Carl White and Don Tietz discuss:

How does the ESOP work?
ESOP is a qualified retirement plan
The size of the organization matters
Flexibility and opting out early

Key Takeaways:

ESOP is a qualified retirement plan that’s not so different from a 401k plan. The practice becomes a tax-exempt organization and it benefits every shareholder in your business. The government gets their money when you retire and cash out.
Find a trustee and get them to become the manager of the shares. They buy the business from you and they distribute the stock to all the employees based on a certain criteria. The value of the company sets the value of your stock.
The size of the organization matters. You have to be at a certain point in your business in order for this to make sense. The bigger the organization the better it is for everyone in terms of returns and being able to handle whatever comes.
Even if you’ve got the plan running in your organization, there is still an element of flexibility involved. You can still decide to opt out prematurely if that is part of your business strategy.

“Just by showing up and doing your job, you’re gonna be granted these shares. You don’t have to take a penny out of your pocket, it’s not reducing your take-home pay at all and you’re gonna get benefits from it.” - Don Tietz

Connect with Don Tietz:

LinkedIn: https://www.linkedin.com/in/donald-tietz-b63127b/

Connect with Carl White:

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Aashi Arora on Keeping Your Best People Even in Challenging Times

whitec@marketvisorygroup.com (Carl White) — Fri, 29 Apr 2022 08:00:00 +0000

About Aashi Arora: She is the principal executive coach at iRISE, has had over 20 years of executive and administrator level experience in operations, healthcare professional mentoring, and coaching. iRISE Executive Coaching provides services to individuals and groups who are seeking enhanced performance and productivity. Aashi provides strengths-based executive coaching through an individualized program that is designed to enhance management acumen, self-awareness, and emotional intelligence.

In this episode, Carl White and Aashi Arora discuss:

How a private practice benefits from high levels of engagement
Difference between engaged, disengaged, and actively disengaged employees
The little things that make a big difference
Creating a mission statement that people see and understand

Key Takeaways:

Money, trips, and gifts won’t guarantee that your employees will stay in your practice. Higher levels of engagement is directly connected to higher levels of productivity. You need to get your engaged group larger.
It’s often the little things that make a big difference. Communicate your expectations clearly, never assume. Make sure that staff have materials and equipment that’s enough for them to work well and comfortably.
Create a mission statement and make sure that it is visible and that everyone is aware that it is important. In order for people to dedicate their time into it, they need to see it and they need to understand it.

“If there is a piece of paper in the hallway, an engaged person will pick it up and throw it away. A disengaged person will probably ignore it, while an actively disengaged person will probably add more trash in the hallway.” - Aashi Arora

Connect with Aashi Arora:

Website: www.iriseexecutivecoaching.com

LinkedIn: https://www.linkedin.com/in/aashiarorairiseexecutivecoaching/

Instagram: https://www.instagram.com/aashi.irise/

Facebook: https://www.facebook.com/aashi.irise

Connect with Carl White:

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Joe Campagna on Finding Good Merchant Services For The Long Haul

whitec@marketvisorygroup.com (Carl White) — Fri, 22 Apr 2022 08:00:00 +0000

Joe Campagna took over running Grant Merchant Services in 2007 when his step-dad, Gary Glowinski suddenly passed away. Coming from the worlds of finance, tech and hospitality, Joe jumped feet first into the deep end, learning on the fly to manage and grow an existing portfolio. 15 years later, Joe has taken GMS to new levels with clients across the country. GMS works with a variety of clients from B2B and B2C merchants. His goal is to demystify the world of payments and find the best solution for GMS clients.

When Joe isn’t busy at work, he’s cheering on his Wisconsin Badgers, playing in an “old man” hockey league and trying to keep up with his 5-year-old twin daughters.

In this episode, Carl White and Joe Campagna discuss:

Transparency and perfection in merchant services
Choosing people that pick up the phone
Focusing on what you do best
Looking out for red flags

Key Takeaways:

When looking for any service, always choose people that offer full transparency and a willingness to meet your needs perfectly, or as close to your perfect ideal as possible.
Pick up the phone, even if it’s angry customers. Don’t hide from hard questions, take that bullet because it goes a long way. In the same way, make sure that when you choose a company, you choose one that takes your calls when something goes wrong.
If something feels weird or if something feels wrong, you might be onto something. Try to look into it. Be wary of not having many choices or of not having an open market because that tends to have higher costs.

“I find out how they do it then I ask, ‘in a perfect world, what would you like?’ … I start to look at what are the costs involved to get you to the perfect situation… and if I can’t get to perfect, how close can I get…” - Joe Campagna

Connect with Joe Campagna:

Website: www.grantmerchantservices.com

Email: joe@grantmerchantservices.com

LinkedIn: https://www.linkedin.com/in/joseph-campagna-b9a389/

Connect with Carl White:

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

William Schiller in Hiring Foreign Nationals in a Tight Job Market

whitec@marketvisorygroup.com (Carl White) — Tue, 12 Apr 2022 08:00:00 +0000

About William Schiller: He practices immigration law in Chicago and he also teaches international human rights law as a faculty member at Northwestern University. He lectures and publishes extensively in immigration law and his client base is national. His practice involves the representation of individual and corporate clients, including physicians in a broad range of immigration matters including nonimmigrant and immigrant visas.

In this episode, Carl White and William Schiller discuss:

Looking at your business like the government would
The responsibility of the employer
Going for the legit path
Finding good sources of information

Key Takeaways:

Take a step back and look at your business like the government would. Make sure that your taxes are paid, your revenue is shown, and that your business really does have a need for this worker.
Hiring from outside the company isn’t actually like hiring cheap labor, you will have to show your ability to pay prevailing wage. There is also a lot of responsibility expected from the employer.
Always go for the legit path. Don’t get into trouble with the law, don’t take shortcuts.
Find good sources of information, if not from a lawyer than at least from trustworthy websites. The American Immigration Lawyer Association is an excellent source to follow immigration law.

“The common thread in most worker visas is we need to show the employer’s ability to pay. Immigration’s not gonna give it to you if you don’t have history.” - William Schiller

Connect with William Schiller:

Website: https://hsplegal.com/attorneys/william-schiller

LinkedIn: https://www.linkedin.com/in/williamschiller/

Phone: +1 312-213-6333

Connect with Carl White:

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Steven Baron on Suing for Defamation Over a 1 Star Review

whitec@marketvisorygroup.com (Carl White) — Tue, 5 Apr 2022 08:00:00 +0000

About Steven Baron: For more than 30 years, Steve Baron has counseled businesses on intellectual property matters and helped clients resolve complex commercial disputes. He has counseled and represented clients in defamation and privacy matters, in and out of court.

In this episode, Carl White and Steven Baron discuss:

What defamation is
When an opinion crosses the line
Going in with your eyes open
Proactively cultivating a positive reputation

Key Takeaways:

Defamation is when someone makes a false statement of fact published to a third party with some level of negligence and damage.
It’s perfectly okay to express an opinion. A statement is defamatory when a reviewer brings up a statement of facts that are proven false.
Think considerably before taking action. Even if you have a strong case for your side, decide if it’s worth the risk of losing - go into it with your eyes open and understand what your objectives are.
Go offensive with the positive. Be proactive in cultivating a positive online reputation.

“...lawyers arguing in court when something crosses that line from opinion, which is constitutionally protected speech into potential false statement of facts which may be considered defamatory. The line is not always bright so that’s why a doctor who finds himself or herself in that situation and is upset enough to wanna think about legal action should obviously talk with a lawyer first…” - Steven Baron

Connect with Steven Baron:

Website: https://www.bhhlawfirm.com/

Phone: 312-741-1027

Email: sbaron@bhhlawfirm.com

Connect with Carl White:

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Matt Deutschman on Saying Thank You at Scale

whitec@marketvisorygroup.com (Carl White) — Tue, 29 Mar 2022 08:00:00 +0000

Matt Deutschman: He is the fourth generation in his family in the promotional products industry and founded Doubletake Promotional Marketing in 2010. Doubletake focuses on strategy over product, to help convert clients into referral sources, recruits into team members, employees into brand advocates, and customers into raving fans.

In this episode, Carl White and Matt Deutschman discuss:

Why should you give gifts?
Making giving more convenient
The return on investment of giving
Maintaining relationships with gifts

Key Takeaways:

Giving gifts is is a good way to keep business at the top of your recipient’s minds and make a valuable touch point.
Systematizing your giving doesn’t take the altruism or the heart out of it. Rather, it just makes it more convenient for a busy you who doesn’t have time to run your business while individually giving personalized gifts to each relationship.
You’re not always going to see the benefits of giving right away, but there definitely is a lot of pay-off from appreciating people, especially with gifts.
It’s a universal truth that one of the most expensive things to do in business is acquire a new customer but once that customer is acquired, it becomes less expensive to maintain them. So maintaining customers is cheaper than acquiring new ones.

“It’s not rocket science, and it’s also not removing the personal element - it’s genuinely, authentically saying thank you for something that has been clearly a win-win situation in the past….” - Matt Deutschman

Connect with Matt Deutschman:

Website: www.doubletakepromotionalmarketing.com

LinkedIn: https://www.linkedin.com/in/matt-deutschman/

Facebook: https://www.facebook.com/DoubletakePromotionalMarketing

Instagram: https://www.instagram.com/doubletakepromotionalmarketing/

Connect with Carl White:

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Natalie Hunt: Good Firing Starts With Good Hiring

whitec@marketvisorygroup.com (Carl White) — Tue, 22 Mar 2022 08:00:00 +0000

About Natalie Hunt: She is a leadership coach for new leaders. She specializes in helping doctor-owners learn to lead and manage their employees and their clinics. Natalie has a masters degree in Organizational Leadership and extensive leadership coach training. She speaks and coaches at leadership conferences across the country.

In this episode, Carl White and Natalie Hunt discuss:

Never hire out of desperation
Questioning your negative thoughts
Money isn’t the primary cause of the great resignation
Finding ways to put success in your own hands

Key Takeaways:

Hiring out of desperation comes from a part of our brain that always focuses on the negative and scarcity. Never hire out of desperation.
Pause and question your negative thoughts. Doubt your doubts. Challenge the thought that it’s unsolvable. Open yourself up to the possibility that there could be a way and your brain will start to think about that.
Money isn’t one of the top 5 reasons that the great resignation happened. It’s toxic culture, job insecurity, high levels of innovation, failure to recognize performance, and COVID related reasons.
Always find a way to put success in your own hands. It’s not their job to find your company, it’s your job to find someone and make your business attractive.

“Write down all the things that you believe about hiring - why it’s hard, why you don’t want to do it, why it’s not working and those will feel like facts… Write them all down and be willing to be wrong about them” - Natalie Hunt

Connect with Natalie Hunt:

Website: www.simplylovingleadership.com

LinkedIn: https://www.linkedin.com/in/nataliehuntcoaching/

Email: natalie@simplylovingleadership.com

Connect with Carl White:

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Danny Schuman on Helping Your Practice Stand Out From Your Competition

whitec@marketvisorygroup.com (Carl White) — Sun, 13 Mar 2022 08:00:00 +0000

Danny Schuman is a Brand Storyteller and Executive Coach, and the Founder and Head Twister at Twist Your Thinking. Since 2009, he’s worked with people and brands to help them find better answers, tell better stories, and get better results. He’s successfully partnered with not-for-profits like Giving Rocks Foundation and Learning Bridge Early Education Center, and Fortune 500 companies like PepsiCo, MillerCoors, and Mars.

Before Twist, Danny wrote and creative-directed marketing campaigns that helped build iconic brands like Quaker Oatmeal, Coors Light, and Gatorade. He and Michael Jordan started working on Gatorade on the same day and created many commercials together. Michael called Danny “Peanut Butter Jelly Boy,” but that’s a story for another time.

In this episode, Carl White and Danny Schuman discuss:

Starting with your “why”
Focusing on who you are
Reader-focused marketing
Asking “why” five times

Key Takeaways:

The best way to differentiate is to start with your “why” - why do you do what you do the way that you do. What makes you different from the thousands of others who can do your job?
People don’t buy from a company, they buy from the people behind that company. Buyers want to see that human element - talk about yourself, what you believe, what’s something that happened to you or something you’re interested in that makes you better at what you do?
People want to know what’s relevant to them, whatever that must be. Have a good understanding of what people want to know from you and about you
Ask your clients “why” five times. Get down under the surface, find out that really insightful reason, that really unexpected thing that you do that people choose you for.

“We wanna say so many things about ourselves, the more you say the less people can comprehend. Long lists are the products of lazy minds. Think of the one, or maybe the two. What’s the one or two things that you’re gonna focus on…” - Danny Schuman

Connect with Danny Schuman:

Website: https://twistyourthinking.com

LinkedIn: https://www.linkedin.com/in/dannyschuman/

Connect with Carl White:

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Sruhad Patel On Getting The Best Medical Malpractice Insurance Rate

whitec@marketvisorygroup.com (Carl White) — Tue, 15 Feb 2022 09:00:00 +0000

Sruhad has been a member of the Alera HPL team since 2011, joining through Flagship Healthcare. Having worked with hundreds of medical practices over the years, he excels in providing insurance solutions for all types of practices. Taking the time to understand the needs of the practices he works with, he draws upon his vast experience to provide affordable coverage options. Sruhad is licensed and active in over 20 states and is an expert in the various state regulations that impact medical professional liability coverage options. Sruhad studied Finance at the University of Illinois at Chicago.

In this episode, Carl White and Sruhad Patel discuss:

Broadening your options when choosing medical malpractice insurance
Before you renew your policy
A common misconception that many miss
How negotiating directly is counterintuitive

Key Takeaways:

Medical malpractice insurance doesn’t have to be a burdensome thing to pay, there are a lot of options out there that might give you a better deal.
Check out the competing carriers every time you go through a renewal. Even better, get a broker or agent’s opinion on it.
There’s a misconception that going directly to an insurance company is going to get people a lower price. You actually have to pay the same price, only it will take a lot of time for you to seek out each carrier and it will take a lot of research if you don’t have any knowledge in insurance.
Negotiating with the insurance company directly would be counterintuitive. Yes you can take the time and the effort to seek out your own policy, but be warned of what you’re getting yourself into in these contractual agreements.

“As a practice or physician, make sure you shop it. Just like any other policy or commodity that you have. You have to make sure that you have the best pricing available.” - Sruhad Patel

Connect with Sruhad Patel :

Email: Sruhad.Patel@AleraGroup.com

LinkedIn: https://www.linkedin.com/in/sruhad-patel-27586b3/

Email: hcl.aleragroup.com

Contact: 312-888-9248 x5278 | 847-754-5337

Connect with Carl White:

Email: whitec@marketvisorygroup.com

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: www.linkedin.com/in/healthcaremktg

Jeff Hyde On How The R&D Tax Credit Applies to Medical and Dental Practices

whitec@marketvisorygroup.com (Carl White) — Tue, 8 Feb 2022 09:00:00 +0000

About Jeff Hyde: He is with Business Group Resources, who educates small business about the government tax-incentives that are available to them with the primary focus on the R&D tax credit. Prior to joining Business Group Resources, Jeff spent over 15 years on the financial service industry where he had roles in finance, marketing and analytics and he’s now teaching the world about the R&D tax credit. He enjoys spending time with his family going on hikes and playing as much tennis as he can.

In this episode, Carl White and Jeff Hyde discuss:

How to qualify for the R&D tax credit
The purpose of the R&D tax credit
Discovering potential qualification
Saving money that you’ve earned

Key Takeaways:

You don’t have to invent something completely original to qualify. Bringing a new function into your practice is enough to qualify for an R&D tax credit.
The R&D tax credit serves to promote entrepreneurialism, promote investment, and help companies become employers of choice through new training, new equipment, and new mechanisms available.
Think of techniques, technology, or practices that have helped you grow your business and make it more efficient. These have the potential to get you qualified for the tax credit. However, the best way still is getting an expert to have a look at your practice and discover them.
Qualifying for the R&D tax credit is a great way to help your independent practice’s bottom line or to save some money. Remember that this is money that you’ve already earned from something you’ve already done. There’s nothing to lose from trying to see if you’re qualified for it.

“Health care as a whole - it relies on research, it relies on new techniques, new procedures, the equipments constantly changing - so again, incorporating those new ideas, concepts, tools - are all helping your new business to be more innovative and more efficient.” - Jeff Hyde

Connect with Jeff Hyde:

LinkedIn: https://www.linkedin.com/in/jeff-hyde/

Website: https://businessgroupresources.com

Connect with Carl White:

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: https://www.linkedin.com/in/carl-white-711154/

Faheem Ahmad on Investing in Cyber Security Now vs. Paying the Price later

whitec@marketvisorygroup.com (Carl White) — Tue, 25 Jan 2022 15:55:00 +0000

Faheem Ahmad is a strategic results oriented leader with over 15 years of progressive experience in the financial services and technology industry. He is an energetic leader with extensive experience in leadership, sales, controls, employee development and coaching, change management, customer service and communication.

He has been a Service Manager with Technical Doctor for the last 5 years and they focus on HIPAA compliant, cost-effective IT Solutions in the healthcare vertical. Faheem is responsible for three primary areas with the company: Team Satisfaction, Client Satisfaction and Service Department Profitability.

In this episode, Carl White and Faheem Ahmad discuss:

How scammers and hackers get to you
Measures to protect yourself from cyber attacks
Training your people to be mindful about cybersecurity
Avoiding having to learn the hard way

Key Takeaways:

You would think that you’d never fall for a phishing scam, but in daily life, you read things fast and respond quickly. They might not even be asking for huge information, so you give it to them - not knowing that they’re building up information little by little until they something they can use to pull off a scam.
On spam filters, you’ll want to be on the side of extreme caution. The one downside to this is that normal emails might get tagged as spam. Also, always set up multi-factor authentication or conditional access if either is an option.
Train your people to have some self control on clicking links or divulging sensitive information, even if they didn’t think it’d be any harm to do so. Encourage people to take it slow and be mindful at all times. You must also add as many layers of security as possible.
A lot of people, and you may be one of them, think that they’re below the notice of these phishing scammers or hackers or that it won’t happen to you specifically. Many people who thought that learned the hard way, a lot of big practices get hit - but scammers are equal opportunity attackers and would not hesitate to hit a smaller firm since they might prove to be an easier prey.

“A lot of it really does fall under user error, but some of the common ones are attachments, links to an email that maybe they don’t recognize - but curiosity killed the cat…” - Faheem Ahmad

Connect with Faheem Ahmad:

Website: https://technicaldr.com/

Email: faheem@technicaldr.com

LinkedIn: https://www.linkedin.com/in/faheem-ahmad-981239a8/

Connect with Carl White:

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: https://www.linkedin.com/in/carl-white-711154/

Jason Chess on Successful Financing for Medical & Dental Office Space

whitec@marketvisorygroup.com (Carl White) — Tue, 25 Jan 2022 15:55:00 +0000

Jason Chess is a Commercial Banker at Signature Bank in Rosemont. He manages the banking relationships of privately held businesses, with a niche working with medical and dental practices. Jason has over 17 years of experience in commercial banking, with the last 3 spent at Signature Bank. He has undergraduate and graduate business degrees from the University of Michigan.

In this episode, Carl White and Jason Chess discuss:

When going for medical office financing or dental office financing, keep communication open with your expert advisors
Why should you get an expert’s advice?
Dealing with condominium associations
Purchase price and appraisal value

Key Takeaways:

Keep communications open and honest, always seek the advice of experts. These people would typically be your banker, attorney, and CPA. You will also want to allow 45-60 days for a closing once you’ve engaged with your banker.
Getting an expert’s advice and guidance on medical office financing or dental office financing to make sure that nothing slips through the cracks is the best way to go. You’ll save yourself a lot of money and save yourself from huge inconveniences.
Condo associations can have a huge impact on your out of pocket costs. Always check if the property you’re looking at has a condo association - if there is one, make sure that you understand all their rules and guidelines.
Make sure that your purchase price is similar to it’s appraised value because the bank will fund the lower of those two. If the purchase price is higher the difference will be paid out of your pocket.

“You want to make sure you’re surrounding yourself with people that have expertise and keeping communication with them. The three main people are your commercial banker, your attorney, and your CPA.” - Jason Chess

Connect with Jason Chess:

Website: https://www.signaturebank.bank

LinkedIn: https://www.linkedin.com/in/jasonchess/

Phone: 847-309-2856

Twitter: https://twitter.com/SignatureBnkChi

Connect with Carl White:

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: https://www.linkedin.com/in/healthcaremktg/

John Gwin on Medical Practice Credentialing, Contracting, and Ready to Bill on Day 1

whitec@marketvisorygroup.com (Carl White) — Tue, 25 Jan 2022 15:53:00 +0000

Hailing from a background in management at both an outsourced medical billing company as well as a busy plastic surgery practice, John Gwin is the founder of The Auctus Group – a financial and operations consulting firm for exclusively plastic surgeons and dermatologists. John has had the privilege of working with countless physicians for over a decade now, aiding and assisting them in process, workflow and growth. Aside from multiple speaking engagements with Nextech, ADAM, FFAS, MAPS, and beyond, John also serves in an advisory role with a mobile mohs group, Chicago Mohs, as a Principal at a plastics/derm specific MSO/CIN, Medovate, a Board Member with Brave, a non-profit striving to serve and educate the breast cancer community, and is a member of the Young Entrepreneurs Council.

In this episode, Carl White and John Gwin discuss:

Medical practice credentialing and contracting
The first steps in the process of credentialing
Creating a timeline
Software implementation

Key Takeaways:

Medical practice credentialing is letting an insurance carrier know who you are, where you are, how to contact you and what practice you’re running. Contracting or securing a business contract with them is the next step.
One of the first steps is to make sure your PECOS and CAQH are up-to-date, accurate, and ready to go.
Have a checklist of the basic building blocks that you need to start your business and create a timeline and get the process moving as soon as possible.
Make sure that your software is in place and that you’re going through implementation with that software vendor. Each vendor has their own implementation timeline, but allow a sixty day space, at least, for this part of the process or more.

“No matter what, you have to get your contract secured before your start date to have a guarantee… Even if you’re ready and executed, their systems may take time to update. That’s why you wnat to leave these extra buckets of time.” - John Gwin

Connect with John Gwin:

Website: www.auctusgroupconsulting.com

Email: john@auctusgrp.com

LinkedIn: https://www.linkedin.com/in/john-gwin/ | https://www.linkedin.com/company/theauctusgroup

Instagram: https://www.instagram.com/theauctusgroup/

Facebook: https://www.facebook.com/TheAuctusGroup/

Connect with Carl White:

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: https://www.linkedin.com/in/healthcaremktg/

Ericka Adler on Employee Theft, Employee Fraud and What You Can Do

whitec@marketvisorygroup.com (Carl White) — Tue, 25 Jan 2022 15:53:00 +0000

Ericka Adler is a healthcare attorney, a shareholder at Roetzel in their Chicago office, and the Practice Group Manager of Roetzel's healthcare practice. Ericka has nearly 25 years representing individual providers, physician groups, and other health care entities such as home health care agencies, DME companies, hospices, MRI facilities, and surgery centers. She focuses her practice on regulatory and transactional health care law, in compliance counseling, structuring, and implementing complex joint ventures to comply with state and federal laws and regulations. Ericka handles mergers, sales and acquisitions of healthcare entities and has extensive experience in completing transactions with private equity, hospitals and other third parties. Ericka has deep experience dealing with Stark, Anti-Kickback Statute, Fee splitting concerns, the corporate practice of medicine, and other challenges facing healthcare providers. She also hosts a weekly podcast, "Roetzel HealthLaw Hotspot®, which has earned the #5 spot on Health Radio Now.

In this episode, Carl White and Ericka Adler discuss:

The typical situations when it comes to employee theft and employee fraud
How to discover employee theft or mismanagement in your practice
Limiting and managing access to important aspects of your business
Discovering weak points in your practice where employees can get in when they shouldn’t be able to.

Key Takeaways:

When somebody is stealing, it’s often somebody you don’t suspect and is probably the person you trust the most. Often times, something changes - in their life for example - that triggers someone to steal. You might even feel guilty for asking that person questions.
The best way to discover employee theft or employee fraud is by bringing in somebody from the outside. Do a yearly billing audit. If anyone is reluctant or hostile about the audit, that’ll be one of your first red flags.
Make sure you have access to your passwords, files, finances, sites, social media and other important documents and properties. If one person should have control over all these things, it has to be the owner or else it has to be managed by a lot of people to ensure accountability and transparency.
Look around your business, what are the things that have worried you but you figured you’ll get to it when you get to it? These things that worry you may be some of the current weakness points in your practice and it’s best to fix the situation before thefts, fraud, or dishonesty even happen.

“The most serious situations that we face typically involve very long term employees. It doesn’t mean that you can’t have a loyal person working for you for all those years, something typically changes and it can be very difficult to discover.” - Ericka Adler

Connect with Ericka Adler:

Website: https://www.ralaw.com

Email: eadler@ralaw.com

LinkedIn: https://www.linkedin.com/in/ericka-adler-87a2a93/ | https://www.linkedin.com/company/roetzel-&-andress/

Twitter: https://twitter.com/modernhealthlaw | https://twitter.com/roetzel_andress

Connect with Carl White:

Facebook: https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: https://www.linkedin.com/in/healthcaremktg/

Mark Brodson On Saving $Thousands On Your Medical or Dental Office Lease Renewal

whitec@marketvisorygroup.com (Carl White) — Tue, 25 Jan 2022 15:52:00 +0000

Mark Brodson is the President and Designated Managing Broker of Resource Commercial Advisors, a commercial real estate firm dedicated to providing turnkey real estate solutions for medical professionals. Mark and his team help physicians, dentists and other medical professionals secure the right space for their practices, handling everything from site selection to project management after the lease is signed. Mark holds 2 degrees from the University of Michigan, is happily married and enjoys golfing, traveling and spending quality time with his wife and three children.

In this episode, Carl White and Mark Brodson discuss:

Increasing your leverage when negotiating terms for a medical office lease or dental office lease
Compounding annual increases
Possible amount of savings when renewing your medical office or dental office lease
Should you lease or should you buy?

Key Takeaways:

The tenant has a fair amount of leverage that they wouldn’t realize that they had. Most tenants sign the lease just to be done with it, but doing that would cause them to lose out on many incentives.
Annual increases often compound and have the ability to put you above market, but you can negotiate certain increases down or away.
Renewals can get your additional payments (ex: Common Area Maintenance (CAM)) reset back to $0. It will still increase over time, but at least it starts at $0 and that is a big win!

“The closer you get to the end of the lease, the more leverage you concede to the landlord. Always try to start as early as possible.” - Mark Brodson

Connect with Mark Brodson:

Website: www.resourcecommercial.net

Email: mark@resourcecommercial.net

Phone: (773) 251-3666

Facebook: https://www.facebook.com/groups/ResourceCommercialAdvisors

LinkedIn: https://www.linkedin.com/in/markbrodson

Twitter: https://twitter.com/mbrodson

Connect with Carl White: