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James Marland
The Scaling Therapy Practice podcast exists to inspire therapists to scale their business with systems, people, community, or opportunity
Marketing Your Mental Health Services by Serving a Niche | STP44
Discovering Your Niche in Therapy Practice
In the latest episode of “Scaling Therapy Practice,” James Marland, MBA, delves deep into the concept of niching down in the therapy business. Joined by co-host Steve Bisson and special guest Ira Hays, LCSW they explore the journey of finding one's niche and the importance of specialization in the therapy field.
Ira Hays shares his transformative journey from working with oppositional defiant youth to specializing in school phobia and OCD. His story underscores the organic evolution of a therapist's niche, often shaped by the challenges they face and the solutions they develop. As Ira puts it, "I spent about four or five years figuring it out... that became my niche." This sentiment is echoed by James, who emphasizes the importance of patience and allowing oneself the time to gravitate towards a specialization naturally.
The Power of Specialization for Mental Health Professionals
The conversation shifts to the broader implications of niching down. Steve Bisson highlights the pitfalls of comparison, noting how it can be a "thief of joy." He emphasizes the importance of recognizing one's unique strengths and not measuring oneself against others. Ira adds that confidence in one's niche is built over time, stating, "The more you help... then you're like, okay, now I really have something." Confidence is built after you have the courage to move forward. James Marland underscores the importance of courage in the initial stages of finding a niche. He notes, "You gotta have courage to start and confidence comes after." This is a crucial takeaway for therapists who might be hesitant about specializing, fearing that they might limit their practice.
Action Steps for Finding Your Niche
When searching for your Niche, say yes: Getting exposure to new opportunities can lead you to fall in love with a service or population.
Stay Updated: Continuously educate yourself. As Ira suggests, "keep reading books... stay up to date with everything that's going on."
Engage with the New Generation: Taking interns or teaching can provide fresh perspectives and keep you updated with the latest trends and theories.
Practice Patience: Allow your niche to develop organically. As James advises, "Be patient with yourself, but once you find it, embrace it."
Finding your Niche is a Journey for Therapists
Finding one's niche in the therapy business is a journey of self-discovery, patience, and continuous learning. It's about recognizing one's unique strengths, addressing specific challenges, and offering specialized solutions. As therapists embark on this journey, they not only enhance their practice but also provide more targeted and effective care to their clients. This episode serves as a valuable guide for therapists looking to carve out their niche and make a meaningful impact in their field.
Marketing Download of the Week
Download the Pumpkin Plan Summary - if you don't read the book, take a look at the summary
Episode Resources
Center For Wellness and Hays Health and Wellness
Heyes Health and Wellness
Ira Hays on LinkedIn
The Pumpkin Plan Web Page
The Pumpkin Plan on Audible
Connect with our Hosts
Lisa Mustard - The Therapy Show with Lisa Mustard
Steve Bisson - Finding Your Way Through Therapy
Dawn Gabriel - Soul Care for Therapists
James Marland - Course Creation Studio
42:4123/10/2023
Marketing Your Therapy Services: Lead Magnets | STP43
Unlock the Secrets to Scaling Your Therapy Business with Lead Magnets!Dive into this enlightening episode and discover:
How to effectively validate and choose topics that resonate with your audience, ensuring your online courses and resources hit the mark.
The power and potential of quizzes as lead magnets, and how to tailor them for maximum engagement.
Proven strategies for promoting your therapy services and courses across platforms like Pinterest and Google Ads, reaching a wider audience and boosting your practice.
Don't miss out on these invaluable insights! Visit the show notes page for a step-by-step guide for creating a lead agent.
38:4116/10/2023
Marketing Your Therapy Services: SEO | STP42
Hey there, friends! In our world today, there's this cool thing called SEO that helps people and businesses find your mental health services. Sometimes, figuring out SEO can be a bit tricky, but don't worry! In this episode, we're chatting with some awesome folks like Daniel, Steve, Dawn, Lisa, and James. They'll share their stories, the bumps they hit along the way, and the cool tricks they learned to make SEO work for them.
Common SEO Mistakes:
Steve Bisson: Not using SEO initially was a significant oversight. Relying solely on social media doesn't yield long-term benefits like a robust SEO strategy does. It's essential to avoid being sold "snake oil" solutions that don't deliver genuine results.
Dawn Gabriel: Initially, she built her website without considering SEO. Only later did she realize the importance of SEO and had to invest in revamping her site. Another mistake was not consistently updating her blogs, which are vital for driving traffic.
Lisa Mustard: Neglecting SEO, especially after her website crashed due to malware. Balancing various roles made it challenging to prioritize SEO, but she recognizes its importance.
Where a Therapist Can Find Time for SEO:
James Marland: Shared a metaphor about not overloading oneself. Just like trying to overfill a garbage bag, jamming too many tasks can lead to inefficiency and frustration.
Dawn Gabriel: Recommends learning the basics of SEO through webinars and then hiring professionals or training team members to handle the specifics.
Current SEO Practices:
Dawn Gabriel: Hired a team to overhaul her website, focusing on key service pages. She advises others to prioritize investing in a good website and then SEO.
James Marland: Emphasized the importance of consistency in blogging. While one blog post might not yield immediate results, regular posting can significantly boost SEO over time.
Get Your Therapy Practice Noticed on Google
So, SEO isn't just a fancy word; it's like a magic key to help people find you online. Our amazing guests today showed us that learning SEO can make a big difference. It's okay if we make mistakes; what's important is that we keep trying and learning. Whether you're a pro or just curious, today's chat gives us some neat tips about the world of SEO. Always remember, in the online world, it's okay to mess up sometimes. What's cool is how we learn and get better from it! 😊
Marketing Download of the Week
Getting Started with SEO Checklist - easy and high-impact tasks you can do right now to improve your SEO rankings
Special Guest
Daniel Fava - Private Practice Elevation
Host Sites and Resources
Lisa Mustard - The Therapy Show with Lisa Mustard
Steve Bisson - Finding Your Way through Therapy
Dawn Gabriel - Soul Care for Therapists
James Marland - Course Creation Studio
Links and Resources
Uber Suggests - SEO Data Tracking and Keyword tool
44:1810/10/2023
Season 2 Trailer
The focus of season 2 is all about Marketing your Mental Health practice. Also, James explains a technical glitch and the joys of learning new production tech.
06:2902/10/2023
Scaling your Therapy practice with Financially Savvy Hiring Practices | STP41
Scaling Your Therapy Practice with Financial Expertise in the Hiring Process: A Conversation with Carla Titus
In this enlightening episode of "Scaling Therapy Practice," host James Marland, MBA, sits down with the insightful financial strategist, Carla Titus. With a knack for demystifying the financial intricacies of running a therapy practice, Carla shares her expertise to help practitioners navigate the complex path of scaling their businesses without losing sight of their core values.
Unveiling the Hidden Costs of Hiring
As you venture into expanding your therapy practice, understanding the unplanned expenses that come with hiring is crucial. Carla Titus sheds light on the often overlooked aspects such as the owner's time spent on recruiting and the financial resources channeled into advertising job postings. She emphasizes the importance of having a structured onboarding process to save time and resources. "You might even spend some money advertising the job posting on LinkedIn or recruiter.com... You still need to onboard and train them. That takes time and effort," Carla notes.
Navigating Revenue Streams and Operational Costs
Carla takes us through the journey of comprehending the various revenue streams and the costs associated with delivering services. She highlights the significance of understanding gross margins and how to effectively manage operational expenses. "We start with [revenue] because that is really what's available before we start thinking about the cost that it takes us to have a team or a practice," Carla explains. This section provides a deep dive into financial planning, helping practitioners maintain a healthy balance between revenue generation and expenditure.
Proactive Planning: The Key to Successful Scaling
Scaling your practice requires a well-thought-out plan that considers potential gaps in the existing team and the roles that need to be filled. Carla advocates for proactive planning to avoid financial strain and ensure a smooth transition during expansion. "By taking a moment to think about that proactively, now you have so much more clarity on when and how many you are going to hire," she remarks. This proactive approach helps avoid financial surprises and fosters clarity in business expansion strategies.
Tips for Ensuring Financial Stability During Scaling
Carla shares invaluable tips for maintaining financial stability during the scaling process. She emphasizes the importance of having a substantial cash runway to cover the initial months when new hires are yet to fully contribute to the business. Moreover, she encourages practitioners to secure a line of credit in advance to avoid financial strain during scaling. "Don't be reactive. Think ahead. Get that line of credit in place if you need it, or as a safety net," Carla advises.
A Step Towards a Profitable and Sustainable Practice
In this episode, Carla Titus has equipped therapy practitioners with the knowledge and tools to scale their practices successfully. From unveiling the hidden costs of hiring to emphasizing proactive financial planning, Carla's insights are a beacon of light in the complex journey of scaling a therapy practice. As you step into the world of expansion, keep these nuggets of wisdom at hand to build a profitable and sustainable business that stays true to its values.
Seven Savvy financial tips extracted that can be immensely helpful when preparing to hire in a therapy practice:
Understand the Unplanned Expenses: Be aware of the hidden costs associated with hiring, including your time spent on interviewing and recruiting, and potential advertising costs for job postings.
Structured Onboarding Process: Develop a structured onboarding process to efficiently integrate new hires into your practice, saving both time and resources.
Comprehensive Financial Planning: Start with a clear understanding of your revenue streams and operational costs. This will help in planning and projecting the future financial landscape of your practice.
Proactive Hiring Plan: Identify the gaps in your existing team and plan your hires accordingly. Consider the roles, salary expectations, and additional costs like technology fees that come with new hires.
Cash Flow Management: Ensure that you have a sufficient cash runway to cover the initial months when new hires are not fully contributing to the business. This helps in avoiding financial strain and maintaining a healthy cash balance.
Marketing Strategy: If your practice has a strong marketing system attracting a significant number of ideal patients, and you are at full capacity with your current team, it might be time to consider expanding your team to meet the growing demand.
Secure a Line of Credit in Advance: Consider securing a line of credit before you start scaling to avoid financial crunches during the expansion phase. This proactive approach helps in maintaining financial stability and avoiding reactive decisions during scaling.
Checklist for pre-hiring your next employee
Download a checklist of Financial Savvy Actions to take During the Hriing Process for a New Therapist for your practice
Links and Resources
Wealth and Worth Within Webpage
Clockify - time tracker
Harvest - time tracker
Wealth and Worth Within on Facebook
Wealth and Worth WIthin on Instagram
Wealth and Worth Within on LinkedIn
Projection and Forecasting Services
37:5525/09/2023
STP 40 | Scaling Your Therapy Practice with Automation and Delegation, with Brook Borup
In this enlightening episode of the "Scaling Therapy Practice" podcast, hosted by the adept James Marland, we are joined by the dynamic Brooke Borup, a maestro in business automation and delegation. Brooke, the proud owner of "My Clone Solution," shares her decade-long journey in aiding small business owners to scale and streamline their operations. As someone who has revolutionized the concept of time management in business, Brooke brings a wealth of knowledge to our listeners, especially those keen on elevating their therapy practices to new heights.
The Essence of Automation and Delegation for a Therapy Practice
Brooke emphasizes the significance of automation and delegation in business. She encourages business owners to utilize available tools to eliminate redundant tasks, thereby freeing up time to focus on core business aspects. "We have been helping small business owners scale... that includes automation and delegation," shares Brooke, highlighting the core mission of her company, My Clone Solution.
The Right Tools for Success
James shares a personal anecdote highlighting the importance of having the right tools at one's disposal. He relates his experiences with hard drive limitations and how upgrading his equipment facilitated smoother operations. "Get good equipment... have the right equipment for the job," advises James, a vital tip for those in the therapy field looking to scale their practices.
Building a Sustainable Therapy Practice with Effective Delegation
The conversation shifts to the topic of delegation, a critical component in scaling a business. Brooke shares her expertise on how to effectively delegate tasks, emphasizing the need to identify tasks that do not necessarily require the owner's attention. "We plan for automation, there are delegation tasks that happen... but they don't necessarily need to be done by you, the owner," Brooke elucidates, shedding light on the nuances of effective delegation.
Creating a Supportive Work Environment
James and Brooke discuss the importance of fostering a work environment where employees feel connected to the company's mission and vision. James notes, "They're going to want to do those things for you... they just feel so connected with the company and the mission and what you're trying to do."
Leadership and Trust in Delegation
The discussion delves into the leadership aspect of business management. Brooke talks about helping leaders trust the systems they have in place and avoid micromanagement, fostering a healthy work environment. "How do you help leaders get out of their own way?... trust the system that's going to work out," James queries, bringing attention to a common dilemma faced by business leaders.
Systems and Automation Prepare You for Employee Turnover
Brooke highlights the importance of being prepared for employee turnover by having well-documented training materials and processes in place. "You don't have to worry about turnover because you already have all the training already there," Brooke assures, offering a solution to a common concern among business owners.
Tips for using Automation and Deligation to Run Your Therapy Practice
Understanding Unique Aspects of Your Practice: Before you start delegating tasks, understand what makes your practice unique and what keeps clients coming back. This understanding will help in streamlining processes and maintaining the quality of service even after delegation.
Documentation and Planning: Document all the processes and tasks involved in your practice. This documentation will serve as a guide for new employees and will help in creating automated systems where tasks can be initiated with simple triggers like a tag or a word input in your software.
Creating Job Descriptions Based on Tasks: As you identify the tasks that can be delegated, create job descriptions based on these tasks. Initially, you might be handling all these tasks, but documenting them will help you understand the time required and the nature of the tasks, facilitating the creation of a job description for future hires.
Training and Onboarding: Develop training materials and processes to onboard new employees. This preparation will help in reducing the time spent on training new employees and will ensure a smoother transition when there is employee turnover.
Utilizing Technology for Delegation: Utilize project management tools and other software to facilitate delegation. Depending on the nature of your business and the team structure, choose tools that suit your needs.
Creating a Supportive Environment: Create an environment where employees feel connected to the company's mission and vision. This connection will foster loyalty and enhance productivity.
Preparing for Employee Turnover: Be prepared for employee turnover by having well-documented training materials and processes in place. This preparation will ensure that the transition is smooth and the new employees can pick up the tasks without much hassle
Understanding the Importance of Delegation: Realize that to scale and grow, you cannot do everything yourself. Embrace delegation as a means to free up your time to focus on core business activities that generate revenue.
Brooke emphasizes that the scaling strategy and exit strategy for a business are essentially the same - "documented systems and processes that are delegatable". She encourages business owners to start planning their exit strategy from day one, focusing on creating systems and processes that can be delegated, which forms the foundation for scaling the business.
Navigating Growth with Automation and Deligation for Your Therapy Practice
In this episode, we delved deep into the realms of automation and delegation, two pivotal aspects in scaling a therapy practice. Brooke Borup, with her rich experience and insights, guides business owners on how to navigate the complex yet rewarding journey of business growth. As James aptly puts it, the show is where "we ask you to take small steps towards big growth." Remember, the journey to a successful and sustainable business is a continuous learning process, and as Brooke emphasizes, it's about "using the tools that are available to you to make sure that you're not doing the redundant tasks that something else can do for you." Join us as we continue to explore these themes in the upcoming season, guiding you every step of the way to achieve remarkable growth in your therapy practice.
Guest Links and Resources
Get support with your automation and delegation at My Clone Solution
Book a 22-minute call with Brook!
My Clone Solution on Facebook
My Clone Solution on Instagram
Brook on LinkedIn
Links and Resources
Validate My Course Topic Idea - Do you have a passion you can teach? Validate your topic as something people are searching for with this worksheet
Descript Audio and Video editor - edit a video with the transcript, its like magic
PsychMaven - Online Training for Therapists
Beginner’s Guide for Creating Knowledge Income - Passive Income Course for Therapists
Join the discussion group on Facebook for Assistants, Automation, and AI for Mental Health Providers
Builder Type Assessment - Grow without the grind
53:1318/09/2023
Scaling your Therapy Practice by Building an Audience with Joe Sanok | STP39
Unlocking Success through Audience Building
Introduction
Welcome to another enlightening episode where your host, James Marland, sits down with the multi-talented Joe Sanok, a seasoned therapist, podcast consultant, and acclaimed author. This dynamic duo dives deep into the art of cultivating audiences - a cornerstone for thriving in the entrepreneurial landscape. Whether you're launching a product, initiating an online course, or more, understanding your audience is key. Let’s explore!
Quotes from the Episode
"If you actually want to be serious about making money and impacting the world, going through the audience building first is the way that you ensure that you're making something." - Joe Sanok [00:21:03]
"Nobody likes to be sold to, but everyone likes to buy." - Joe Sanok [00:31:16]
"It's the customer's journey... people who engage in growing and spend money on themselves to grow, they get a big return on it." - James Marland [00:35:22]
"There's something really special about doing hard things together." - James Marland [00:39:18]
The Foundation of Success - Audience Building
Cultivating the Right Audience Before Launch
In this segment, Joe Sanok passionately underscores the importance of fostering an audience before rolling out a product or service. He vividly illustrates the pitfalls of trying to establish an audience post-launch, emphasizing the loss of potential engagement and investment.
The Unseen Risk of Not Having a Pre-established Audience
Join James and Joe as they shed light on the hazards of overlooking audience development before launching a product. The duo elucidates how this common mistake often results in mismatched products and squandered resources.
The Three P's Process - A Roadmap to Audience Engagement
Understanding Your Audience with The Three P's
Discover the remarkable 'Three P's Process' with Joe as he guides you on how to adeptly identify and cater to your audience's needs. Delve into the methodology that involves insightful interviews with a representative segment of your target audience to pinpoint their pains, product, and pricing expectations.
Leveraging the Three P's for Business Insight
Joe further elaborates on how this hands-on process can gift you with profound insights into your audience's genuine needs and preferences, setting the stage for creating a product that truly resonates.
Harnessing Authentic Sales & Community Building
Recognizing and Addressing Engagement Hurdles
Listen as Joe candidly shares the persistent challenges he faces in encouraging therapists to engage with email sign-ups and free resources, offering insights into overcoming these initial hurdles for a successful venture.
The Positive Ripple Effects of Coaching
Join the conversation about the significant impact of coaching and consulting on a business’s trajectory. Joe shares personal anecdotes on how investment in coaching sculpted his business outlook and strategy, yielding remarkable returns.
Elevate Your Game with the Audience Building Academy
A Sneak Peek into the Audience Building Academy
Get introduced to the promising Audience Building Academy, a structured six-month initiative crafted meticulously to steer entrepreneurs toward building substantial and engaged audiences. Discover the exciting facets of this program and how to become part of the upcoming cohort.
Setting the Stage for Media Engagement
Learn about the comprehensive approach of the Academy in helping you carve your niche, devise an email course, and position yourself effectively for top media coverage, with a structured infrastructure as the backbone of your strategy.
Conclusion
As we wrap up this insightful session, it's evident that nurturing an audience is the golden key to entrepreneurial victory. Joe Sanok, with his rich experiences and the blossoming Next Level Practice community, exemplifies the boundless potential that lies in mastering audience engagement and fostering vibrant communities.
Next Steps to Amplify Your Journey
Prioritize Audience Building: Focus on nurturing an audience aligned with your vision.
Implement the Three P's Process: Engage your target audience to understand and cater to their needs adeptly.
Adopt Authentic Sales Strategies: Build trust and foster a genuine connection with your audience.
Invest in Expert Guidance: Consider coaching to glean vital insights and perspectives to boost your business growth.
Community Engagement: Immerse yourself in communities that resonate with your niche for valuable support and growth opportunities.
Explore the Audience Building Academy: Consider enrolling in this comprehensive program to fine-tune your audience engagement strategies.
SEO Webinar With Danie Fava
Link to SEO BC Live sales page
Links and Resources
Download the Journal Page to help you take action towards the life you want to live
Validate My Course Topic Idea
Descript Audio and Video editor - edit a video with the transcript, it is like magic
PsychMaven - Online Training for Therapists
Beginner’s Guide for Creating Knowledge Income - Passive Income Course for Therapists
Join the discussion group on Facebook for Assistants, Automation, and AI for Mental Health Providers
Builder Type Assessment - Grow without the grind
High-Performance Habits: How Extraordinary People Become That Way - on Amazon
Waking Up App
Practice of the Practice
Practice of the Practice - Pillars of the Practice
Practice of the Practice Podcast with Joe Sanok
Podcast Launch School
Thursday is the New Friday - Take control of your Schedule
Send your marketing Questions to [email protected]
48:5509/09/2023
STP 38 | 5 Questions to Ask YourSelf Before Hiring a Virtual Assistant, with Alyssa Avant
Welcome to another episode of "Scaling Therapy Practice" with your host, James Marland, MBA. Today, we have a special guest, Alyssa Avant, a Christian virtual assistant who specializes in assisting authors, speakers, and coaches. Alyssa's journey into the world of virtual assistance began over a decade ago when she was a stay-at-home mom looking for ways to work from home and make an income. Her path led her to ghostwriting, which eventually evolved into providing a range of services to her clients.
About Alyssa Avant
Alyssa Avant is a virtual assistant to Christian authors, coaches, and speakers. Alyssa has 15-plus years of experience working with online professionals and business owners. She has helped many authors and to build their online presence from the ground up. As a published author and speaker, she knows what it takes to be successful. She is married to her husband Greg and is mom to three teenagers.
Question 1: Are You Willing to Let Go of Control?
One of the key points Alyssa discusses is the importance of being willing to let go of control when hiring a virtual assistant. Many therapists and business owners are used to handling everything themselves, but growth often requires delegation. Recognizing when and what to delegate can be challenging, but it's essential for scaling your practice effectively.
Question 2: What Do You Not Enjoy Doing?
Alyssa emphasizes the significance of identifying tasks you don't enjoy, even if you're capable of handling them. Delegating these tasks to a virtual assistant can free up your time and reduce stress. She suggests looking at the tasks you procrastinate on the most as a starting point for delegation.
Question 3: How Much Is Your Time Worth?
Determining the value of your time is crucial when considering hiring a virtual assistant. While you might be concerned about the cost of outsourcing, comparing the cost to the potential income you can generate during that time can provide valuable perspective. Recognize that your time is a valuable resource that should be used wisely.
Question 4: What Is Your Communication Style?
Alyssa highlights the importance of aligning your communication style with your virtual assistant. Clear and effective communication is essential for a successful partnership. Discussing expectations regarding communication frequency and preferred methods can help avoid misunderstandings and build trust.
Question 5: How Often Do You Wish to Communicate?
Finally, Alyssa stresses that agreeing on the frequency of communication is vital. Some people prefer regular check-ins, while others may opt for less frequent updates. Finding a communication rhythm that works for both you and your virtual assistant can lead to a more productive and efficient working relationship.
A Virtual Assistant is a Game-Changer for Your Therapy Practice
In conclusion, hiring a virtual assistant can be a game-changer for scaling your therapy practice. However, it's essential to consider these five questions and understand your needs and preferences before making this important decision. By doing so, you can ensure a successful partnership that allows you to focus on what you do best while delegating tasks that others can handle efficiently.
If you'd like to explore this topic further and access additional resources, you can find Alyssa Avant's handout on these questions on her website at Alyssa Avant and Company. Additionally, you can connect with Alyssa on Facebook (Alyssa Avant and Company) and Instagram (Christian Business Advantage). Also, take a listen to her Podcast The Christian Business Advantage. Grab her free resource Top-five questions to ask yourself before hiring a virtual assistant. The episode we mentioned in the show is “Top Three Email Service Providers I Recommend.”
Thank you for tuning in to "Scaling Therapy Practice," where we provide valuable insights and strategies to help you grow your therapy practice while maintaining your values and profitability.
SEO Webinar With Danie Fava
Link to Webinar Registration
Link to SEO BC Live sales page
Links and Resources
Validate My Course Topic Idea
Descript Audio and Video editor - edit a video with the transcript, its like magic
PsychMaven - Online Training for Therapists
Beginner’s Guide for Creating Knowledge Income - Passive Income Course for Therapists
Join the discussion group on Facebook for Assistants, Automation, and AI for Mental Health Providers
Builder Type Assessment - Grow without the grind
Assana Project Management Tool
Trello Project Management Tool
Zapier - Scale success with automation
Fathom - AI note-taker
Email James to talk about questions or problems about scaling: [email protected]
45:5404/09/2023
Scaling Your Therapy Practice With Good Policy | STP37
Scaling Your Therapy Practice With Good Policy | STP37
Welcome to another episode of Scaling Therapy Practice! I'm your host, James Marland, and today we have a fantastic topic lined up for you. Joining us today is David Hall, a seasoned therapist and practice owner who's here to share valuable insights on how to scale your therapy practice with good policy. We'll be diving into three key policies that can significantly impact the efficiency and success of your practice. Let's get started!
The No-Show Policy
David emphasizes the importance of having a no-show policy in place. As he points out, "One of the policies that I hear a lot is a no-show policy." This policy helps manage client attendance and ensures that your practice remains financially sustainable. Whether it's a cash-based practice or involves insurance, the no-show policy holds clients accountable for their appointments, preventing frequent cancellations. David mentions that some practices overbook to account for no-shows, but he also introduces the idea of a more lenient approach for students and those dealing with unforeseen circumstances.
Same Day Appointment Policy
David highlights the value of having a same-day appointment policy in place. While some clients might request same-day appointments due to urgency, David explains why his practice doesn't offer them. He states, "If someone has that level of urgency, is our setting appropriate for them?" This policy serves as a filter to ensure that clients in crisis receive the most suitable level of care. By directing them to more intensive programs or higher levels of care, the practice maintains a focus on delivering quality treatment.
Note Policy
David delves into the significance of maintaining a strict note policy. He acknowledges that keeping up with notes can be challenging but stresses its importance due to legal, ethical, and financial reasons. David's practice enforces a policy where notes must be caught up by the end of every week and completely up to date by the end of the month. He explains that this policy isn't meant to be punitive but rather to ensure accountability, legality, and efficient financial management.
Action Steps
Here are the action steps you can take based on today's episode:
Implement Clear Policies: Establish well-defined no-shows, and same-day appointments, and note policies that align with your practice's goals and client needs.
Communicate Policies: Clearly communicate these policies to your clients during intake, on your website, and through your initial interactions. Transparency is key.
Ensure Compliance: Regularly monitor and enforce these policies to maintain practice efficiency, financial stability, and high-quality care.
Scale Your Therapy Practice with Good Policies
Today, we had the privilege of learning from David Hall about three essential policies that can greatly impact the success of your therapy practice. The no-show policy holds clients accountable, the same-day appointment policy filters clients to appropriate care levels, and the note policy ensures legal, ethical, and financial integrity. Remember, by implementing these policies, you're not only creating a structured framework for your practice but also prioritizing client care and overall practice success. Thank you for tuning in to Scaling Therapy Practice, and we look forward to sharing more insights in our next episode!
Links and Resources
Validate My Course Topic Idea
Descript Audio and Video editor - edit a video with the transcript, it is like magic
PsychMaven - Online Training for Therapists
Beginner’s Guide for Creating Knowledge Income - Passive Income Course for Therapists
Join the discussion group on Facebook for Assistants, Automation, and AI for Mental Health Providers
Builder Type Assessment - Grow without the grind
Email James to talk about questions or problems about scaling: [email protected]
37:4128/08/2023
Scaling Your Therapy Practice by Mastering Decision Fatigue | STP36
STP 36 | Scaling Your Therapy Practice by Mastering Decision Fatigue
Hey there, lovely listeners! Welcome back to another exciting episode of the Scaling Therapy Practice podcast. I'm your host, James Marland, joined by the ever-insightful Dr. David Hall. Today, we're diving headfirst into a topic that's all too familiar in our modern lives – decision fatigue. So, grab your favorite beverage, cozy up, and let's get into it!
Tech Tips and Early Tasks
Kicking things off, we've got our weekly tool, tech, or tip segment, where we share nifty little tricks to make life a tad easier. James brings up a genius Google Calendar hack – did you know you can create tasks and checklists right there? Yep, a total game-changer! James chimes in, adding that this tip has him feeling more organized and on top of his tasks. It's like having your to-dos give you a friendly nudge right when you need it.
Decision Fatigue: The Hidden Culprit
But wait, let's jump into the juicy topic of the day – decision fatigue. David and James dissect this modern-day woe, highlighting how our lives, thanks to technology and its intricacies, require us to make an astronomical number of decisions daily. Ever feel mentally exhausted by the evening? That's decision fatigue rearing its pesky head. David goes on to illustrate this by comparing it to our ancestors' simpler lives and routine diets.
Signs of Decision Fatigue
James cleverly asks, "So, what are the signs of decision fatigue?" David and James exchange experiences, revealing that frustration, procrastination, and making hasty decisions are common indicators. When your mental gas tank is running low, your ability to think things through falters, leading to subpar choices.
Tips to Combat Decision Fatigue
Now, it's time to unveil the strategies to conquer decision fatigue! David drops golden nuggets of wisdom that could simplify your life in remarkable ways. First up, automate. By setting routines and processes on autopilot, you free up mental space for more important decisions. As David mentions, Steve Jobs' iconic black turtleneck was a symbol of his attempt to streamline his choices.
Pre-Plan for Success
Secondly, pre-plan. Your brain is freshest in the morning, so make those crucial decisions early. James notes the connection to schoolchildren – they tend to be more disciplined during school hours because they've already used up their decision-making energy. David adds that he pre-plans meals to avoid the tempting late-night snacking frenzy, and it's totally relatable!
Embrace Simplification
Finally, David drops the mic with the third tip – simplify and declutter. He likens our natural tendency to accumulate stuff to cluttering our mental space. Embracing simplicity isn't a one-time act but an ongoing process. Both hosts agree that this is easier said than done, but it's oh-so-liberating when you're able to let go of unnecessary baggage.
Taking Control of Your Choices
To regain control over your choices and ward off the looming specter of decision fatigue, a proactive approach is key. Start by automating recurring tasks and routines, freeing up mental space for more critical decisions. Set up reminders, delegate where possible, and implement tools that streamline your daily life. Next, capitalize on your brain's peak performance in the morning by pre-planning important choices early in the day. Map out your meals, schedule creative sessions, and establish a clear roadmap for the day ahead. Lastly, embrace the power of simplification – regularly assess your commitments, possessions, and subscriptions. Weed out the unnecessary to create an environment that fosters mental clarity and minimizes the constant drain of decision-making. Remember, these steps aren't just one-time solutions; they're ongoing practices that can significantly alleviate decision fatigue and empower you to lead a more purposeful, streamlined life.
Before we wrap up, let's roll out some practical action steps from today's insightful chat:
Automate: Identify tasks or decisions you can put on autopilot, like setting up routines or using handy tools like Google Calendar tasks.
Pre-Plan: Make important decisions early in the day when your brain is at its peak performance. This could be meal planning, workout routines, or even scheduling creative time.
Simplify: Regularly assess your surroundings, commitments, and subscriptions. What can you declutter from your life to make room for more mental clarity and energy?
And there you have it, our whirlwind journey through decision fatigue and how to conquer it like the rockstars you are! Remember, folks, life doesn't have to be complicated – take those small steps towards a simpler, more empowered you. Stay tuned for more awesome content coming your way on the Scaling Therapy Practice podcast. Until next time, keep making those smart choices!
Links and Resources
Validate My Course Topic Idea
The Elephant and the Rider
Descript Audio and Video editor - edit a video with the transcript, its like magic
PsychMaven - Online Training for Therapists
Beginner’s Guide for Creating Knowledge Income - Passive Income Course for Therapists
Join the discussion group on Facebook for Assistants, Automation, and AI for Mental Health Providers
Builder Type Assessment - grow without the grind
Email James to talk about questions or problems about scaling: [email protected]
24:4221/08/2023
Scaling Your Therapy Practice with Passive Income | STP35
Introduction: Is Passive Income a Lie?
In this episode of the Scaling Therapy Practice podcast, hosts James Marland and David Hall dive deep into the concept of passive income. They tackle the question: Is passive income really a lie? It's a term that gets thrown around a lot, but what does it truly mean? James Marland sets the stage by highlighting the allure of passive income, stating that "Everybody wants passive income." But is it as effortless as it sounds?
Defining Passive Income vs. Active Income
David Hall, a seasoned therapist, and entrepreneur, breaks down the distinction between passive income and active income. Active income, he explains, involves a direct exchange of time for money, such as hourly paid services like psychotherapy, supervision, or consulting. These activities require his presence and time investment, making it a straightforward active income model. David's hourly rates for his services are substantial, showcasing the direct correlation between his time and income.
Leveraging Time: Building the Passive Income Machine
When exploring passive income, David introduces the notion of "invested income" rather than passive income. He emphasizes that while passive income may not be an absolute reality, it's possible to create a leveraged system that reduces the effort required over time. He uses the analogy of building a machine—a pulley system—where you invest effort upfront to reap greater rewards later. The key is understanding that you won't eliminate work entirely, but you can make it more efficient and less demanding.
The Myth of the Easy Button
James and David address the common misconception that passive income is an easy way to generate money without any effort. They stress that this idea is a hook that draws people in, but the reality is quite different. Instead, they propose focusing on the concept of invested income, where you strategically put in the work to develop systems that yield higher returns over time. James likens it to the "get rich slow" method, emphasizing the importance of providing consistent value to your audience.
Building Strong Relationships: The Key to Invested Income
David and James underscore the significance of building relationships and nurturing your audience. They discuss the value of email lists, highlighting that the size of your audience plays a pivotal role in the success of your invested income endeavors. While many people are hesitant to join yet another email list, David stresses that providing consistent value is key. When people find value in what you offer, they're more likely to engage and even become paying customers.
Taking the First Steps: Tips for Creating Invested Income
As the conversation wraps up, David offers practical advice for therapists looking to scale their practice with invested income:
Set Realistic Expectations: Recognize that invested income requires effort and work, but it can lead to greater rewards over time.
Know Your Why: Understand your motivations for creating invested income. What are you trying to accomplish, and what do you want the machine you're building to do?
Choose Your Leveraging Strategy: Determine the best approach for your invested income journey. Whether it's building a group practice, creating online courses, or offering information products, choose a path that aligns with your skills and interests.
Build Relationships: Focus on building strong relationships with your audience. Provide consistent value, nurture connections, and create a sense of community.
Embrace Your Style: Recognize your work style and preferences. Whether you're a consistent blogger or a batch creator, find an approach that works for you and aligns with your strengths.
In conclusion, while the idea of true "passive income" might be a bit of a misnomer, the concept of invested income provides a clear path for therapists to scale their practices and generate higher returns over time. By building relationships, providing value, and strategically leveraging their expertise, therapists can create a powerful and efficient machine that ultimately yields greater financial rewards.
Key Takeaways:
Passive income isn't truly passive; it's more accurately described as invested income, where you strategically put in effort to build systems that yield higher returns over time.
Building strong relationships with your audience is essential for success in invested income ventures, such as online courses or information products.
Understand your motivations and choose the right leveraging strategy that aligns with your skills and preferences.
Focus on consistent value creation and nurturing connections to create a sense of community and engagement.
Remember, the road to financial success involves effort and investment, but by taking strategic steps and embracing your unique style, you can create a powerful machine that generates significant returns for your therapy practice. So, is passive income a lie? It depends on your perspective, but invested income is a tangible and achievable path for therapists looking to scale their practices and achieve financial growth.
Links and Resources
Fathom Addon for Zoom - AI note-taking
Descript Audio and Video editor - edit a video with the transcript, its like magic
Constant Contact - CRM and Email Management mentioned in the show
Aweber - CRM and Email Management mentioned in the show
Mailchimp - CRM and Email Management mentioned in the show
Active Campaign - CRM and Email Management mentioned in the show
Haven Counseling Center
James Clear and Atomic Habits
Smart Passive Income - Pat Flynn
44:4914/08/2023
Scaling Your Therapy Practice with Peer Review with Leo Debroeck | STP 34
Introduction
Welcome back to The Scaling Therapy Practice with James Marland! In this episode, James interviews a special guest, Leo Debroeck, who shares valuable insights about the Counselor's Choice Award and other effective ways to scale your therapy practice. Get ready to learn about making your practice more distinguished, increasing revenue through continuing education courses, and the importance of taking action.
Leo DeBroeck is a Licensed Mental Health Counselor and Child Mental Health Specialist in Washington State. He is the president and founder of Counselor's Choice Award, LLC which reviews and promotes scientifically validated counseling products, therapeutic tools, and books. He has written several children's therapy books, which are self-published and available on Amazon.com, for use in therapy settings addressing grief, self-confidence, addiction, neglect, abuse, and others. He also has a difficult time summarizing himself in 3-5 sentences for James to read as an introduction.
Starting with a Mantra
Leo Debroeck started the Counselor's Choice Award after realizing that he can be the one to make a difference in the field of therapy. He explains, "There's always somebody saying, 'Oh, somebody should go take care of that. Somebody should write therapy books.' I said, 'Yeah, somebody' and then I started doing it. Now I'm seven books later."
Making Therapy Tools and Products Legit
Leo and his coworkers saw a need for an improved system to vet therapy tools and products, so they created the Counselor's Choice Award. Their goal is to ensure that all products and tools advertised are legitimate and reviewed by licensed mental health therapists. Leo explains, "We base all of our work on the scientific model, like how an academic journal peer-review works."
Three Key Ways to Scale Your Practice
The Counselor's Choice Award offers three major ways to help therapists scale their practice:
1. Recognition for Therapy Products and Tools
Therapists can submit their therapy products, books, or tools for review, and if approved, receive the Counselor's Choice Award logo to showcase their recognition. Leo emphasizes, "We want to recognize therapists who are running a good practice and meeting certain standards."
2. Providing Continuing Education Credits
Leo and his team have started offering free continuing education credits for approved courses. This enables therapists to create online courses, which can be an additional revenue stream and allow them to share their expertise with a broader audience.
3. Improving Group and Private Practices
The Counselor's Choice Award can help private practices and group practices become more distinguished and reputable by meeting specific criteria. This recognition can attract more clients and therapists to join their team.
Why Wait? Take Action Today!
Leo advises therapists not to wait for someone else to take action. He shares, "If you're trying to grow your practice, I'm a therapist looking at what place to join after I've gotten my license. I'm gonna be looking for one that's also more distinguished, one that's got some kind of recognition besides just that we're licensed."
Action Steps:
Apply for Counselor's Choice Award: Submit your therapy products, books, or tools for recognition. It's free to apply, and the process is straightforward.
Create Continuing Education Courses: Make the most of your expertise by creating online courses for therapists. It's an additional revenue stream and a way to help others in the profession.
Don't Wait, Take Action: Instead of waiting for someone else to do something, be the one to make a difference. Don't hesitate to implement your ideas and help improve the field of therapy.
Links and Resources
3 Mistakes Therapists make when hiring a virtual assistant - Wise Practice Podcast
Counselors Choice Award
Counselors Choice Award - Free and Paid Courses
Counselors Choice Award on Facebook
Counselors Choice Award on Instagram
Counselors Choice Award on Twitter
The Receptionist
Books by Leo Debroeck on Amazon
PsychMaven - Online Training for Therapists
Beginner’s Guide for Creating Knowledge Income - Passive Income Course for Therapists
Join the discussion group on Facebook for Assistants, Automation, and AI for Mental Health Providers
Builder Type Assessment - grow without the grind
Email James to talk about questions or problems about scaling: [email protected]
38:2507/08/2023
Scaling your Therapy Practice by Writing a Book | STP33
Scaling Your Therapy Practice with Writing a Book
In this episode of Scaling Therapy Practice, host James Marland welcomes special guest Stefani M Cohen, LCSW, who has written a book on overcoming the fear of dogs. Stefani, a licensed clinical social worker, discovered a surprising number of people, especially children, are afraid of dogs. She shares how she turned her passion for helping people conquer their fear into a book that could reach a broader audience.
The Surprising Journey to Writing the Book
Stefani's journey to writing the book started when her daughter expressed a sudden fear of dogs. After successfully helping her daughter overcome her fear through exposure therapy, Stefani realized she could help others as well. She began using her therapy dog, Mugsy, to assist clients in overcoming their fear of dogs, and her practice started to grow. Stefani's desire to help more people and share her expertise led her to write the book.
Overcoming Challenges in the Writing Process
Writing the book wasn't without its challenges. Stefani found herself facing numerous decisions about the content, format, and publishing process. She decided on hybrid publishing and collaborated with a publisher that gave her book a personal touch. While the writing process had its ups and downs, Stefani's determination and willingness to try new things kept her moving forward.
Understanding Fear of Dogs and the Human-Animal Bond
Stefani highlights the importance of teaching kids how to read dog behavior and understand when a dog is happy, scared, or overexcited. This knowledge empowers kids to feel safer around dogs, reducing their fear and promoting positive interactions.
Stefani emphasizes the significant benefits of overcoming the fear of dogs, including the positive impact on mental health and relationships. The human-animal bond can be a transformative experience, promoting personal growth and overall well-being.
Tips for Aspiring Authors and Therapists
Stefani's advice to aspiring authors and therapists is to overcome any doubts and take action. She encourages them to start writing and not wait for the perfect moment. Embrace the "just do it" mindset and share your valuable insights with the world.
Stefani advises embracing a growth mindset, learning from failures, and not taking rejection personally. Instead of doubling down on unsuccessful efforts, read the data and make adjustments accordingly. It's essential to detach yourself from the outcomes and focus on continual improvement.
Tips for Therapists Writing Books
Just Do It: Don't wait for the perfect moment or let self-doubt hold you back. If you have valuable knowledge or expertise to share, start writing and take the leap.
Embrace a Growth Mindset: Approach your writing journey with a growth mindset. View challenges as opportunities to learn and grow, rather than taking setbacks personally. Be open to making adjustments and keep trying new things.
Accountability and Deadlines: Set deadlines and be accountable to yourself or others to stay on track during the writing process. Having someone to hold you accountable can help you stay focused and motivated..
Avoid Perfectionism: Strive for excellence, but don't get hung up on perfectionism. Understand that "good enough is good enough" and allow yourself to make progress without getting caught in the trap of seeking perfection.
Be Adaptable and Decisive: Writing a book involves numerous decisions. Be willing to adapt and make choices as you move forward. Don't hesitate to seek help or guidance when needed.
Write What You're Passionate About: Write about a topic that you are passionate about and genuinely care about. Your passion will come through in your writing and resonate with your readers.
Seek Feedback: Share your work with others and seek feedback. Feedback can provide valuable insights and help you improve your writing.
Celebrate Your Progress: Acknowledge your achievements along the way. Writing a book is a significant undertaking, and celebrating your progress can keep you motivated and excited about the journey.
Links and Resources
Email Stefani: [email protected]
Overcoming The Fear of Dogs
www.Stefanicohen.com
Get her book on Amazon
Book Publishing Services: Gatekeeper Press
Make a Copy of the SOP Spreadsheet for Virtual Assistants
PsychMaven - Online Training for Therapists
Beginner’s Guide for Creating Knowledge Income - Passive Income Course for Therapists
Join the discussion group on Facebook for Assistants, Automation, and AI for Mental Health Providers
Builder Type Assessment - grow without the grind
Email James to talk about questions or problems about scaling: [email protected]
The Therapy Show with Lisa Mustard
43:2131/07/2023
Scaling Your Therapy Practice By Using Effective Delegation | STP 32
Welcome to the Scaling Therapy Practice podcast. In this episode, James Marland and David Hall dive into the topic of delegation, sharing valuable insights and practical tips for entrepreneurs and practice owners. They discuss the importance of clear communication, defining outcomes, and managing expectations when delegating.
The Decision-Making Delegation Framework for Therapists
Marland discusses a delegation-making framework from Mike Michalowicz's program, "Run Like Clockwork." He highlights the importance of three key elements: permission, information, and outcome. To make effective decisions, one needs permission within their roles, the right information, and the confidence to do what's best. Marland emphasizes that if any of these elements are missing, it's essential to communicate with the person assigning the work and seek clarification or guidance.
Defining Clear Outcomes
David Hall expresses his concerns about defining clear outcomes when delegating tasks, especially for those who struggle with organization. He shares his frustration with disorganization and the need to measure the impact of delegating tasks effectively. Hall acknowledges that as therapists, many tend to be intuitive feelers rather than objective measures. However, he highlights the importance of setting measurable outcomes and engaging in a discipline of clear communication to avoid disappointment.
The Role of Clarity and Check-Ins
James Marland emphasizes the significance of clarity and early check-ins when delegating tasks. Providing clear instructions, and defining the finished product, timeframe, and required resources can help virtual assistants or team members understand the expectations. Marland also suggests scheduling early check-ins to provide feedback and ensure that the delegated tasks align with your desired outcome. These check-ins allow for course correction and prevent potential disappointments.
Delegate the Outcome
One key aspect of effective delegation is ensuring that your direct reports and virtual assistants understand the desired outcome, rather than just the assigned tasks. By clearly communicating the outcome you wish to achieve, you provide them with a sense of purpose and direction. When individuals understand the bigger picture and the ultimate goal, they can contribute more meaningfully and creatively to the process. This approach encourages them to think critically and take ownership of their work, going beyond simply completing tasks. It empowers them to make informed decisions and find innovative solutions that align with the desired outcome. Ultimately, helping your team members understand the outcome fosters a sense of shared purpose and motivates them to strive for excellence in their work.
The Forest, Not Just the Trees
When it comes to delegation, it's essential to keep the bigger picture in mind. David Hall uses the metaphor of the forest and the trees to explain this concept. He emphasizes that the outcome or the gestalt of the situation is more critical than individual tasks. David says, "It's not about a collection of trees; it's about the forest." By shifting our focus to the experiential outcome for clients, therapists can create a more meaningful and holistic therapeutic process.
Understanding the Gestalt David explains that therapists often have a natural inclination towards the bigger picture, as they are more intuitive and focused on the overall outcome. This allows them to think beyond the individual pieces and consider the client's experience as a whole. He advises fellow therapists to lean on their strengths and think about the experiential outcome they want their clients to have.
The goal is the Outcome James Marland adds to the discussion, emphasizing that the ultimate goal is the outcome, not the specific method or task. He states, "The goal is not the method; the goal is the outcome." James believes that different clients require different approaches, and therapists need to adapt their methods to each individual. This flexibility allows therapists to maintain a strong therapeutic alliance and facilitate positive change.
Effective Delegation and Trust
Delegating tasks is a crucial aspect of scaling your therapy practice, but it requires trust between the therapist and the individual to whom tasks are assigned. James explains the importance of trust and the need for regular check-ins to ensure that tasks are completed correctly.
Trust and Verify Delegated Tasks
James suggests adopting a "trust but verify" approach when delegating tasks. Once a therapist has established trust with their assistant, they can have less frequent check-ins. However, it's vital to maintain a certain level of verification to ensure tasks are being accomplished effectively. James recommends checking in regularly during the initial stages and gradually reducing the frequency as trust is established.
Ownership and Responsibility is Key to Delegation
Ownership plays a significant role in effective delegation. When someone takes ownership of a task, they become responsible for it, ensuring its completion. David highlights the importance of ownership and mentions that owning both success and failure is essential. It fosters a culture of accountability and trust within the team. By taking responsibility for their actions, assistants can build trust with therapists and demonstrate their commitment to the practice's success.
Clear Delegation and Role Definition
To delegate effectively, it's crucial to have clear role definitions within your practice. David and James discuss their experiences as co-business owners and emphasize the need for explicit role assignments. By clearly defining responsibilities, both partners can work in harmony and avoid confusion or overlapping tasks.
Avoid Delegating to the Room
David warns against delegating tasks to a group or leaving them ambiguous, as this can lead to miscommunication and hinder task completion. Instead, he advises delegating tasks to specific individuals, ensuring that they take ownership of the responsibility. By doing so, tasks are more likely to be completed efficiently and effectively.
Flexible Collaboration
While clear delegation is vital, it's also important to maintain flexibility and open communication within the team. David and his wife, who is also his business partner, demonstrate how they collaborate and support each other within their counseling business. They have distinct roles but are free to ask for assistance when needed. This balance ensures that responsibilities are clear, but the team can provide support to one another as required.
Using Effective Delegation to Scale Your Therapy Practice
Scaling your therapy practice requires effective delegation practices. By focusing on the outcome, building trust, and maintaining clear communication, therapists can delegate tasks efficiently and ensure their practice's success. Remember to listen to your disappointment, address it as a discussion starter, and use visuals and check-in meetings to enhance clarity and accountability. Trust, open communication, and a well-defined delegation process are the keys to scaling your therapy practice.
Tips for Better Delegation:
Realize most people working for you want to do a good job and feel like a winner.
Shift your mindset from "how" is this going to get done to "who" is the best person to get this done when delegating tasks. Considering the power of specialization and empowering others.
The three elements of great delegation are permission, information, and outcomes.
Communicate clearly not just the tasks but the outcomes you want your direct report to achieve.
Provide enough clarity and information so the direct can achieve success.
Clearly defined responsibilities and who owns the task.
Use regular check-ins and clear reporting of task completion, especially during the early stages of delegation.
Your feelings of disappointment will point to what is missing in the delegation process. Feelings of disappointment may not mean “Bring the hammer down” it might point to a failure of communicating permission, information, or outcome.
Trust is everything. When you lose trust you lose the ability to get things done.
Always make the last step in an assignment is communicating that the task is done.
Links and Resources
The Pumpkin Plan on Amazon
Instagram Counseling Memes
Run Like Clockwork
Make a Copy of the SOP Spreadsheet for Virtual Assistants
PsychMaven - Online Training for Therapists
Beginner’s Guide for Creating Knowledge Income - Passive Income Course for Therapists
Join the discussion group on Facebook for Assistants, Automation, and AI for Mental Health Providers
Builder Type Assessment - grow without the grind
Email James to talk about questions or problems about scaling: [email protected]
45:0124/07/2023
Scaling Your Therapy Practice by Helping Your Directs Make Better Decisions | STP31
Welcome to Scaling Therapy Practice Episode 31 of our podcast, where we dive into the world of delegation and its impact on productivity. In this episode, we explore the delegation process from the perspective of a therapist or supervisor, discussing the steps involved and how to overcome common challenges. Join us as we uncover practical strategies for effective delegation and maintaining a healthy working relationship with a virtual assistant.
Understanding the Normalcy of Feelings: Therapists Struggle with Delegation Too
It's important to acknowledge that feeling uncertain or hesitant about delegation is perfectly normal. As a therapist or supervisor, it's natural to have concerns about wasting time, being perceived as the "bad guy," or encountering difficulties in communication. Recognize that these feelings are valid and shared by many. As James Marland, our guest, suggests, "You don't wanna waste time. You have trouble being the bad guy. You get mad. Some of those difficult conversations are hard." It's essential to address these concerns head-on and find ways to overcome them. However, the key to having more time is to push work down in the organization so you can do the things only you can do.
The Delegation Framework:
James Marland shares an effective framework for decision-making when delegating tasks to a virtual assistant. The framework consists of three crucial elements: permission, information, and confidence. First, ensure that the virtual assistant has the necessary permission to make decisions within their role. This may involve setting boundaries and providing access to accounts, tools, or technology. Second, equip them with the right information to make informed decisions. Clear communication and documentation are key here. Finally, focus on building the virtual assistant's confidence in their decision-making abilities. Encourage them to ask questions, seek clarification, and propose solutions.
Accountability and Follow-up: The Foundation for Better Delegation
To instill the delegation framework effectively, it's crucial for therapists and supervisors to hold their virtual assistants accountable. Make sure they know that they need to be following the decision-making framework. Your direct reports need to be able to walk themselves through the delegation and ask themselves what am I missing? Am I missing permission, information, or confidence? Emphasize the ongoing nature of this framework and make it clear that they should use it whenever they encounter obstacles. Encourage them to identify themselves which element (permission, information, or confidence) they are missing and ask for the necessary support. By involving virtual assistants in the decision-making process, they gain confidence, learn your decision-making preferences, and reduce your decision overload.
Permission - Therapists Empowering Their Virtual Assistants
David and James highlight the significance of giving virtual assistants permission to ask for clarification or guidance. It is often difficult for assistants to ask questions because they feel like they will bother their manager or that the manager will chastise them for their lack of ability to proceed. The therapist needs to make it safe for their direct report to bring up gaps in permission, information, or confidence. This open communication fosters a collaborative environment and allows the virtual assistant to feel empowered in their role. As David states, "The goal is not that they ask you every time this problem comes up. In the process of asking, they develop a new competency to know that they have permission or how to access permission."
Asking for Permission and Inquiring for Clarity
Virtual assistants should feel comfortable seeking permission or clarification when faced with uncertainties. David and James encourage providing a framework that allows virtual assistants to ask for guidance without feeling inadequate. James adds, "Give them a way to say, 'I think this is what I should do, but I've never done this before, and I just want your eyeballs on this to make sure that I'm making the right decision.'"
Establishing Boundaries and Rules
Clear boundaries and rules are essential in the delegation process. Both parties should understand the scope of work and the limitations of the virtual assistant's role. James emphasizes, "Having clear boundaries and then a way to come to you when things go outside the boundaries is key. And not to make anybody feel bad, like don't make them feel bad that they're coming to you, and you don't feel bad that they didn't know. It's just your way to figure out the rules, the permissions."
Information - Providing Clear Instructions
The second element discussed is information. David and James stress the importance of ensuring virtual assistants have all the necessary information to successfully complete a task. They use the example of ordering pens to illustrate the significance of clarity.
Clear Instructions and Preferences
To avoid misunderstandings, it is crucial to provide specific instructions and preferences. David explains, "If you told me to order pens and my history is black, and I order blue 50 black pens for all your therapists who wanted blue, I did not have the right information, so I could definitely not complete that task." By clearly communicating preferences and details, the virtual assistant can execute the task accurately.
Standard Operating Procedures (SOPs) and Documentation
Creating standard operating procedures or utilizing tools like loom videos can be beneficial in sharing information with virtual assistants. David suggests, "If you're not that sort of person, but you're just kind of walking through this process with a VA for the first time, have them write their own standard operating procedure." Having a centralized database of documented procedures ensures that information is readily accessible and decreases reliance on individual knowledge.
Confidence - Building Trust and Competence
Confidence plays a crucial role in the delegation process. David and James emphasize the importance of allowing virtual assistants to seek confirmation and guidance when lacking confidence.
Allowing Vulnerability and Seeking Guidance
Virtual assistants should feel comfortable expressing their lack of confidence without fear of judgment. James advises, "Give them the verbiage to invite them to come up with a solution. If they have misinformation or they're wrong, it's not bad. Then you have a chance to instruct them on what you want them to do." This is how confidence grows. This is how a direct’s capacity grows. As they think through the process they will grow and come up with surprising solutions in their area or experience.
Overcoming Fear and Embracing Delegation
David acknowledges the fear of delegating important tasks and highlights the potential benefits of finding someone who may excel in a particular area. He notes, "Even if I had the time, would I be as good as somebody else that I could hire? It's the humility to even say, 'There may be people out there that do this better than me.'"
Tips for Helping Your Directs Make Better Decisions
Embrace the Delegation Framework: Teach your directs the framework of permission, information, and confidence to guide decision-making.
Make it Safe to Ask Questions: Make it safe and normal for a Direct Identify and tell you what part of the framework they are missing.
Invite Them to Come Up with Solutions: When a direct asks a question always have them include what they think they should do.
Document Standard Operating Procedures: Create a centralized database of standard operating procedures or utilize tools like loom videos to facilitate knowledge transfer and reduce reliance on individual knowledge.
Build Confidence: Foster confidence by allowing virtual assistants to seek confirmation and guidance when lacking confidence. Encourage vulnerability and provide reassurance that seeking guidance is an essential part of the learning process.
Embrace Delegation: Overcome the fear of delegating by recognizing the potential benefits of finding someone who may excel in a particular area. Embrace the idea that others might perform certain tasks better than you, allowing you to focus on your strengths.
Resources and Links
How to Identify if Your Business Is Money or Mission Driven
Green Oak Accounting for Therapists
Run Like Clockwork
Make a Copy of the SOP Spreadsheet for Virtual Assistants
PsychMaven - Online Training for Therapists
Beginner’s Guide for Creating Knowledge Income - Passive Income Course for Therapists
Join the discussion group on Facebook for Assistants, Automation, and AI for Mental Health Providers
Builder Type Assessment - grow without the grind
Email James to talk about questions or problems about scaling: [email protected]
54:5117/07/2023
Scaling Your Therapy Practice By Hiring A-Players | STP30
Welcome to another episode of "Scaling Therapy Practice"! In this episode, James Marland and David Hall dive into the topic of hiring and making good hiring decisions. They discuss their own experiences and challenges when it comes to hiring the right people for their therapy practices. Join them as they explore the dynamics of objectivity, optimism, and confirmation bias in the hiring process. Get ready to gain valuable insights into finding the best fit for your team and avoiding common pitfalls. Let's dive in!
The Illusion of Gut Instinct When Making Hiring Decisions
Trusting Your Gut James Marland reflects on his past hiring practices, where he relied heavily on his gut instinct. He believed that his experience in interviewing and working in mental health gave him the ability to discern the truth from lies. Trusting his gut was a very bad way to make hiring decisions. We want to like people. Our job is to hire people, which means we overlook red flags in the hiring process. David Hall adds that the “trusting your gut” approach lacks objectivity and can be influenced by personal biases. He states, "Intimacy and objectivity are mutually exclusive. The closer you are to something, the less objective you become."
The Danger of Personal Bias When Making Hiring Decisions
David Hall shares his own experience of being overly optimistic and trying to see potential in candidates who were not qualified for the job. He highlights the importance of maintaining objectivity in the hiring process, even though therapists are trained to believe in people's ability to grow and change. James Marland agrees, noting that confirmation bias can blind hiring managers to red flags and lead them to make poor hiring decisions.
Using an analogy of planting a tree, James Marland emphasizes the importance of finding candidates for your therapy office who not only have the right skills and personality but also fit well within the specific environment of the therapy practice. He points out that sometimes a great candidate may not thrive in a particular setting, and it is crucial to recognize this early on. Candidates need to match the “soil” in your office for them to thrive.
Warning, Don’t Hire Just to Fill Your Open Therapist Positions
David Hall reveals his personal goal of reaching a specific number of clinicians in his practice and quitting the hiring process altogether. He explains that he often brings candidates in for interviews with the hope of solving the problem of filling positions. However, he acknowledges that this mindset can lead to confirmation bias and a tendency to overlook potential issues. He also shares his experience with job posting boards, emphasizing the importance of word-of-mouth recommendations for finding quality candidates.
Balancing Objectivity and Personal Investment When Hiring for Your Therapy Office
There is a real challenge with maintaining objectivity while being personally invested in the hiring process. The role of a hiring manager can blur the lines between job performance and personal reflection. David Hall shares his compromise, where he focuses on finding a solution to his hiring needs rather than viewing it solely as his job. This mindset helps him separate personal investment from the objective evaluation of candidates.
What makes this challenge even harder is the shortage of therapists. Hiring can be a time-consuming and challenging process, particularly when there is a shortage of quality candidates. A way to add some objectivity is to get a recommendation from a trusted person in the industry. Exploring alternative methods, such as word-of-mouth recommendations and networking, to attract the right individuals. It is important to resist the illusion that posting a job will automatically attract the perfect fit. Instead, focus on finding the best among the available options.
Creating a Stellar Team for Your Therapy Practice
Building a successful therapy practice requires more than just excellent clinical skills. It also involves assembling a team of talented individuals who share your vision and dedication to providing exceptional client care. But hiring the right people can be a challenge, and making poor hiring decisions can lead to personal and professional pain. In this episode, James Marland and David Hall discuss their experiences with hiring and share valuable insights on scaling a therapy practice by hiring A-players.
When to Say No to Hiring Someone for Your Therapy Office
Making hiring decisions can be emotionally challenging, especially when personal connections come into play. David Hall reflects on the pain he has experienced due to poor business partnerships and hires that didn't work out. He emphasizes the importance of objectivity and the consequences of allowing personal bias to cloud judgment.
David shares a story where he turned down a candidate for a job but later learned that they had found success elsewhere. This experience brought him consolation, as he realized that saying no can sometimes lead to better outcomes for both parties involved. James adds that it's crucial to trust the data and behavioral interview questions you use. Make decisions that align with a resounding "hell yes" rather than settling for a lukewarm "maybe." Remember, you are preprogrammed to overlook red flags.
Be Open to Different Perspectives
While the "hell yes" principle generally holds true, David reminds us that hiring decisions should also consider individual circumstances and expectations. He shares an example where his friend hesitated to hire a candidate who seemed awkward during the interview. However, after considering the potential client base and their preferences, they realized that the candidate's quirks could actually be seen as disarming and appealing to the clients.
David acknowledges that not every hire will have clear warning signs. Sometimes surprises happen despite thorough interview processes. The key is to reflect on the expectations, maturity, and alignment of values during the hiring process. It's impossible to eliminate bad hires entirely, but by using discernment and minimizing the risks, you can reduce the likelihood of making poor hiring decisions.
Strive for a Team Mentality
James and David discuss the importance of finding candidates who genuinely enjoy the tasks associated with the job they're applying for. James recalls his experience of hiring virtual assistants who genuinely loved their work and didn't consider any task beneath them. This team-oriented mindset is crucial for a thriving therapy practice.
David shares an example from his practice, where pre-licensed therapists are often hired as employees, which is a controversial practice in the industry. He believes that the traditional mindset of therapists needing to suffer and overwork themselves can hinder positive client care and therapist development. Instead, he looks for candidates who demonstrate humility and are willing to grow within the practice.
Small Indicators of Team Player Mentality
Sometimes, seemingly small behaviors can reveal whether a candidate is a good fit for a team-oriented practice. David mentions how he values something as simple as maintaining cleanliness in the office kitchen. When some candidates resisted participating in mundane tasks like emptying the dishwasher, they exhibited a mindset that undermined the team mentality he sought.
James adds that it's not about the dishes themselves; it's about the behavior and attitude of being a team member who looks out for others. This mindset reflects the kind of individual who is likely to thrive in team-oriented therapy practice.
Identifying A-Player Behaviors for Your Therapy Office
The first step in building a high-performing team is to identify the behaviors that lead to success in your therapy practice. As James Marland puts it, "So spend some time writing down the tasks that need to be done. Like what are the things that lead to success in your office, and then what are the behaviors that get those tasks done?" Think about the behaviors that define a successful therapist in your practice, such as not canceling appointments, being dependable, and maintaining a well-organized calendar.
Pro-tip: You can learn from your existing A-players in the team. Observe their quality and quantity of work, the reports they produce, and the results they achieve.
Using Behavior-Based Standards for Your Hiring Decisions
It's not enough to just know the behaviors you want in your team; you need to actively use them in your hiring process. James Marland emphasizes the importance of filtering out bad hires by using behavior-based interview questions. Instead of asking generic questions like "What would your boss say about you?" focus on asking about real-life scenarios related to the specific behaviors you are looking for. The best predictor of future behavior is recent past behavior in a similar situation. See Manager tools for free tools on behavior interview questions. Check out our blog post on Job descriptions to filter candidates for an example of behavioral interview questions.
Pro-tip: Use a three-part question format: Start with a helpful lead-in, follow with an open-ended question about handling a specific situation, and then focus on the desired behavior.
No Hiring Is Better Than Hiring Wrong
When faced with poor candidates, it's better not to hire at all than to hire the wrong person. Hiring a wrong fit can lead to more problems and costs than leaving a position vacant. Remember, it's essential to find someone who aligns with your mission and exhibits the necessary behaviors for success in your practice.
When Hiring, Default to No and Look for "Hell Yes"
Make "no" their default response in the hiring process. Only say "yes" to candidates who are a "hell yes" fit for your practice. Trust the data gained from the behavior interview questions and don't overlook red flags just because you need someone quickly. Remember, the pain of a wrong hire far outweighs the temporary inconvenience of leaving a position open.
Pro-tip: Don't rush into decisions. Take the time to assess candidates thoroughly and look for the ones who genuinely excite you.
Make Your Next Hire Your Best Hire
In the hiring process for your office, take those small steps that lead to significant growth. Building a dream team for your therapy practice is an ongoing process of finding the right people who embody the behaviors that align with your mission. Don't be afraid to be selective and patient; your perfect A-player is out there!
Hiring Tips
Don't rush, pick the best, not just the first!
Friends' referrals can lead to the coolest hires!
The data is the boss, not your biases.
Ask questions to uncover their recent behavior
Default to “no” and hunt for red flags
Choose candidates that make you shout "hell yes!"
Links and Resources
The 4-Hour WorkWeek - Book
The Online Course Show - Podcast
Manager Tools - Podcast
The Effective Hiring Manager - Book
PsychMaven - Online Training for Therapists
Beginner’s Guide for Creating Knowledge Income - Passive Income Course for Therapists
Join the discussion group on Facebook for Assistants, Automation, and AI for Mental Health Providers
Builder Type Assessment - grow without the grind
Email James to talk about questions or problems about scaling: [email protected]
54:0810/07/2023
Scaling Your Therapy Practice with a Virtual Assistant | STP29
In this episode of The Scaling Therapy Practice, James Marland and David Hall discuss the topic of hiring a virtual assistant. James, having worked for a virtual assistant company for three years and having interviewed and hired numerous virtual assistants, shares his expertise on the subject. The conversation revolves around the challenges of hiring a virtual assistant, setting expectations, and managing workflow. Throughout the discussion, valuable insights and tips are shared to help listeners navigate the process of hiring a virtual assistant effectively.
Therapists and therapy practice business owners face numerous challenges that can overwhelm their schedules and mental capacities. However, by harnessing the power of virtual assistants, these individuals can offload tasks, free up mental space, and focus on what truly matters for their business growth. In this blog post, we will explore the insights shared by David Hall, an experienced entrepreneur, on the potential of virtual assistants and the desired features of a virtual assistant course or package.
Click here to be taken to the show notes with links and other resources.
https://courses.coursecreationstudio.com/blog/STP29
39:3603/07/2023
Scaling Your Therapy Practice with Continuing Education Courses | STP 28
Welcome to another episode of "The Scaling Therapy Practice" podcast with your hosts, James Marland and Dr. David Hall! In today's episode, we dive into the exciting world of Continuing Education (CE) courses and how they can benefit therapists looking to expand their practice. David shares his experience with researching and creating profitable CEU courses.
Offering Continuing Education (CE) Courses
Expanding your therapy practice through CE courses is an excellent way to provide ongoing learning opportunities for mental health professionals. James and Dr. Hall emphasize the potential of online CE courses, which have a natural pricing limit due to the number of required credits. These courses often require around 40 hours of renewal every two years, allowing therapists to stay up-to-date in their field. To scale CE offerings, creating larger courses and catering to specialty topics can attract a wider audience of professionals seeking advanced knowledge.
Visit The Companion Blog Page for LInks and Detailed Show Notes
58:3326/06/2023
Amazing Things Happen When Amazing People Get Together with Whitney Owens | STP27
Welcome to another episode of Scaling Therapy Practice, where we dive deep into topics that help you grow your business and find inspiration. In today's episode, we have a special guest, Whitney Owens, who is an expert in organizing conferences. We'll explore the world of conferences and discover how they can refresh your soul and scale up your business. So, let's jump right in!
The Magic of Bringing Amazing People Together
Conferences have a unique power to bring people together and create unforgettable experiences. As Whitney shares, "Amazing things happen when you get amazing people together." It's not just about the knowledge and information exchanged; it's about the connections and relationships formed.
Whitney's love for in-person interactions and her extroverted nature led her to the world of conferences. She reminisces about the joy she felt when planning her wedding, not only because of the marriage but also because she wanted to throw a big party. It was a chance to gather all her loved ones in one place, creating a special and memorable event. This desire to bring people together translated into her passion for organizing conferences.
Creating Lasting Connections at Therapist Conferences
Conferences provide a platform for like-minded individuals to connect and grow together. Whitney shares a heartwarming story of a group of friends who met at her summit and formed a deep bond. They would never have crossed paths if it weren't for that conference. These connections are invaluable, opening doors to new ideas, business growth, and personal development.
It's not all about the Lectures at a Therapist Conference
Aside from the professional benefits, conferences offer opportunities for fun and exploration. Whitney emphasizes the importance of stepping out of your comfort zone and having a good time. She recalls her experience in Nashville, where she got to enjoy line dancing, dine at local restaurants, and go on refreshing jogs. These experiences outside the office setting allow for relaxation, inspiration, and the chance to create lasting memories.
Overcoming Fears and Challenges
While conferences hold immense potential for growth and connection, they also come with their fair share of fears and challenges. Whitney candidly shares her apprehensions and how she works to overcome them.
The Fear of Finances
Money is a common fear when it comes to organizing conferences. As the scale of the event grows, so does the financial commitment. Whitney acknowledges this fear and the pressure of breaking even while wanting to offer an exceptional experience without exorbitant ticket prices. However, she remains optimistic and driven to make her conferences both financially viable and rewarding for attendees.
Mastering Logistics
For someone like Whitney, who is a logistics-oriented person, ensuring everything runs smoothly is a significant concern. From securing venues to handling accreditations, numerous moving parts need careful coordination. Whitney discusses the challenges of obtaining continuing education accreditations for her conference and the fear of potential denials. Despite the complexities, she remains determined to navigate this aspect and deliver a seamless experience to attendees.
Lessons from Past Therapist Conferences
Whitney's first conference provided valuable insights that she carried forward to improve subsequent events.
Engaging Speakers and Uniqueness
One key takeaway is the importance of engaging speakers who bring unique perspectives. Whitney ensures her conferences stand out by incorporating a blend of clinical and business components, catering to the specific needs of Christian therapists who want to build their practices. By offering a distinct experience, she sets her conference apart from others in the industry.
Embracing Fun and Creativity
Whitney believes in infusing her events with fun and creativity. She challenges the notion that being a Christian means a life devoid of enjoyment. By incorporating enjoyable activities and innovative elements into her conferences, she aims to show attendees that they can excel in their work while having fun and maintaining their faith.
Make Something Amazing Happen
Harnessing the Power of Conferences Conferences offer a unique blend of learning, networking, and personal growth. Whitney's experiences as a conference organizer emphasize the power of bringing people together, overcoming fears, and creating unique and memorable experiences. By attending conferences, you can expand your horizons, forge valuable connections, and step out of your comfort zone.
Action Steps:
Research conferences related to your industry or interests and make plans to attend one that aligns with your goals.
Actively engage with fellow attendees and speakers at conferences. Seek out conversations, share ideas, and nurture relationships that can support your personal and professional growth.
Embrace the adventure and push through your fears. Recognize that growth and opportunity lie beyond your comfort zone, and take calculated risks to seize them.
When organizing your events, infuse your personal touch and find ways to make them stand out. Offer a unique value proposition that resonates with your audience.
Remember to have fun and enjoy the experiences that conferences provide. Take advantage of networking opportunities, explore the location, and create lasting memories.
Links and Resources
Get an Audible Subscription and invest in yourself
Great by Choice by Jim Collins
Build a web page with Squarespace
Whitney’s Group Practice Water’s Edge Counseling
Wise Practice Podcast
Whitney Owens
Whitney on Facebook
Whitney on Instagram: @WhitneyOwensConsulting
4 Tips for Marketing with Churches
Wise Practice Summit in October 2023
37:5419/06/2023
Tips for Adding Courses, Coaching, and Consulting Services to Your Therapy Practice
Do you ever find yourself in a situation where people keep coming to you for advice on a particular topic? Maybe you're amazing at organizing your office, hiring employees, or filling up your therapist schedule with clients. Well, if that's the case, you might have thought about adding a professional consulting service to your practice. In this article, we'll dive into the process of adding a consulting service to your practice. Let's get started!
🚀 Getting Started: Discovering Your Expertise David started offering consulting services for free when people noticed his skills in certain areas. He would have friendly chats with colleagues and give them advice on things like marketing and organizing an office. As he realized the value of his knowledge, he started creating trainings and courses. Eventually, he began offering paid consulting services when people asked for personalized help. However, David learned the importance of pricing his services correctly and being careful when choosing clients who had already taken his courses.
🎯 Identifying Your Expertise When thinking about adding consulting to your practice, it's essential to figure out your area of expertise. As David Hall says, "What do you know that will be helpful?" Think about your skills, knowledge, and what people trust you in. Avoid being too general in your pitch because it won't reach your preferred clients. Narrow down your offering to a specific skill set or talent that you can teach or help others improve. 💲 Pricing Your Consulting Services Determining the price for your consulting services can be a tricky task. David Hall emphasizes the importance of understanding your target audience and their ability to pay. Think about your audience's background, experience, and the positive changes you can bring to them. Adjust your pricing to make sure it's reasonable and appealing to your ideal clients.
🎯 Connecting with Your Audience When considering consulting, it's crucial to narrow down your expertise and define your target audience. David emphasizes that a vague and general pitch won't attract the right clients. Instead, focus on what you're credible in and what will be helpful to your audience. Consulting should be based on a specific skill or knowledge base that provides value to people. If you don't have an exciting offer, you may not be ready for consulting yet. After finding your consulting niche, it's important to connect with your target audience. Figure out where and how they look for information or professional guidance. Use platforms like social media, professional networks, and industry events to establish your presence and build trust. By understanding your audience's needs and effectively reaching them, you increase your chances of success.
✅ Pros and Cons of Adding Consulting to Your Practice Consulting offers many benefits and brings a different kind of energy compared to therapy. David Hall points out two significant advantages: the ability to charge higher rates and reduced emotional strain. Consulting allows you to leverage your expertise and charge accordingly, giving you the potential for higher income. Moreover, the emotional energy required for consulting is often less intense than that of therapy, making it a refreshing addition to your practice.
💲 Charging Higher Rates for Your Consulting Service Depending on your knowledge and target audience, you can charge much more for consulting services compared to therapy. By evaluating the positive changes you offer and understanding your clients' desired outcomes, you can determine a pricing structure that reflects the value you provide. This flexibility in pricing allows you to maximize your earning potential.
🌟 Reduced Emotional Strain Unlike therapy, consulting typically involves working with clients seeking guidance and expertise instead of dealing with emotional distress. This difference can ease the emotional strain associated with therapy. However, it's important to remember that each client interaction may still require empathy and understanding, even if the focus is on professional development.
💡 Actionable Tips for Starting a Consulting Service To successfully launch your consulting service, keep the following tips in mind:
1️⃣ Identify your area of expertise: Determine what you know a lot about and what people often ask for your advice on.
2️⃣ Define your target audience: Understand who your ideal clients are and how you can help them. Customize your services to meet their specific needs.
3️⃣ Develop a compelling offer: Create a unique value proposition that sets you apart from other consultants in your field. Clearly communicate the benefits clients can expect from working with you.
4️⃣ Price your services strategically: Consider the positive changes you provide and the time it takes to achieve them. Set your prices accordingly, taking into account your target audience's ability to pay.
5️⃣ Market yourself effectively: Use various marketing channels to reach your target audience. Build a strong online presence through social media, creating valuable content, and networking within your industry. 6️⃣ Provide exceptional service: Deliver value beyond your clients' expectations. Stay professional, communicate effectively, and continuously improve your expertise to stay ahead in your consulting field.
Links and Resources
Add a Virtual Assistant to Your Practice Online Course
9 Ways to Use AI to Speed up Content Creation Online Course
Kajabi AI Creator Hub: Free AI Tools Built For Creators
Atomic Habits by James Clear
Teachable
Online Course Show
The Beginner's Guide for Creating Knowledge Income
Profitable Mental Health Trainings Course
PsychMaven - Find more resources here
Builder Type Assessment - grow without the grind
Save 10 hours a week on administration tasks, progress notes, treatment plans, and more - Online Course
Validate my Course Topic in 4-Steps Worksheet
45:5812/06/2023
Ways to Scale Your Solo Practice Therapy Office | STP 25
Welcome to this episode of the Scaling Therapy Practice, where we delve into the fascinating world of scaling as a solo practitioner. In today's discussion, James Marland and David Hall explore the journey of starting as a solo therapist and the reasons why many therapists choose this path. We'll uncover the benefits and challenges of running a solo practice and provide valuable insights on how to make the most of this exciting phase. So sit back, relax, and join us on this enlightening exploration of growth as a solo practitioner.
Why Start as a Solo Practitioner?
Autonomy and Decision-Making for the Solo Practice
One of the main reasons therapists choose to start a solo practice is the sense of autonomy it offers. Being your boss means you have the freedom to make decisions about how you want to run your practice. David shares his experience of wanting to wear jeans to work and realizing that as his boss, he gets to set the dress code. Similarly, a friend of his enjoyed having the freedom to decide on the decor of her office space. Being in a solo practice allows therapists to align their work environment and style with their preferences, providing a greater sense of control and satisfaction.
Potential for Increased Income for the Solo Practice
Another appealing aspect of solo practice is the potential for increased income. Compared to working for a group practice or agency, therapists can keep a higher proportion of their client fees in a solo practice. However, it's important to be aware that the income numbers can sometimes be misleading. Running a practice also comes with its costs, such as overhead expenses, marketing, and maintaining a steady flow of clients. David emphasizes the importance of considering these factors and managing the financial aspects of a solo practice effectively.
Simplicity and Greater Solitude for the Solo Practice
For some therapists, the simplicity and solitude of a solo practice are appealing. James mentions how therapists in agencies often feel overwhelmed with mandated paperwork, strict schedules, and bonus structures. In a solo practice, therapists have the freedom to choose how many clients they see and can focus more on the therapeutic work rather than bureaucratic requirements. Some individuals prefer the peace of working alone and enjoy the absence of team-building events or company parties that are common in larger organizations.
Challenges of Solo Practice
Financial Responsibilities and Costs
While the potential for increased income exists in a solo practice, therapists also bear the responsibility of covering all the costs. These costs can include office space rent, utilities, insurance, marketing expenses, and electronic health record systems. David shares his early experience of using his cell phone as the office phone, doing notes by hand, and managing physical files. However, modern solo practices can utilize electronic health record systems, which streamline billing and documentation processes. It's important for therapists to carefully consider and plan for the financial responsibilities associated with running a solo practice.
Marketing and Generating Referrals
One of the challenges of a solo practice is generating a steady stream of clients. Unlike working in a group practice or agency where referrals may be provided, solo practitioners need to actively market themselves and build their referral networks. David highlights the importance of having a good referral network and establishing relationships with other professionals in the community. Building a strong online presence, creating a professional website, and engaging in community outreach can also contribute to attracting clients to a solo practice.
Managing Expenses and Administrative Tasks
Running a solo practice involves taking care of various administrative tasks, including billing, record-keeping, maintaining malpractice insurance, and managing advertising efforts. The transition from paper-based systems to electronic health record (EHR) systems has made certain aspects more streamlined, but it also represents additional expenses. As one therapist mentioned, "And now telehealth is something that's, and so there's, I bring that up because there's a lot more that makes it simpler now, right? But it also represents expenses."
To effectively manage these expenses, solo practitioners must have a clear understanding of their financial responsibilities. This includes maintaining a monthly budget for EHR systems, malpractice insurance, advertising, and other necessary expenses. Additionally, solo practitioners should consider quarterly estimated tax payments to avoid penalties and ensure they have set aside sufficient funds for taxes.
Isolation and Emotional Toll for the Solo Provider
Solo practice can sometimes be isolating and lonely, especially when faced with ethical or legal dilemmas. Having a supportive community or network can provide a sense of solidarity and emotional support. As one therapist noted, "I think my anxiety would've been quite a bit more heightened. If I was on my own in that and, you know, that's a pandemic. But there are other things too of just, you know, what happens when the unexpected happens."
To mitigate the emotional toll and avoid potential ethical or legal violations, it is essential for solo practitioners to find ways to connect with others in the field. This can be through attending professional meetings, seeking supervision or consultation, or participating in online forums or support groups. Building relationships and engaging with peers can offer opportunities for learning, collaboration, and support.
Making the Most of Solo Practice Therapy Office
Investing in Professional Development
The solo practice offers therapists the opportunity to invest in their professional development and expand their skill set. James and David encourage therapists to take advantage of the autonomy and flexibility of solo practice by pursuing additional training, attending workshops, or participating in online courses. By continuously improving their therapeutic abilities and exploring new modalities, therapists can enhance the quality of care they provide to their clients and stand out in the competitive mental health field.
Streamlining Time and Scaling Efforts
For solo practitioners who aim to grow and maximize their practice, it is crucial to find ways to streamline non-therapy-related tasks. By identifying areas where time is allocated to administrative work, therapists can brainstorm strategies to improve efficiency. As one therapist emphasized, "Thinking about how to streamline the process of everything else, how do you keep the therapist hat on the longest while streamlining the other systems and responsibilities that keep your business running."
A self-audit can help identify areas where time is being spent on non-therapy tasks. For instance, using technology solutions like online booking systems can reduce time spent on scheduling and client communication. Collaborating with other therapists or outsourcing certain administrative tasks, such as billing or insurance filing, can also free up time for therapists to focus on therapy-related activities.
Maximizing Efficiency through Delegation
Know where your time and energy are going by conducting a time audit. "One of the most useful things we did at the virtual assistant company was we did a time audit for where all our time was going and then we saw where the hotspots were and we could apply resources to it." Assess how much time you spend on non-essential tasks like insurance or scheduling and consider hiring a virtual assistant to free up your time for more client sessions.
Use your time audit to decide where you need help. Determine the tasks that you don't enjoy or that hinder your productivity. For example, if you dislike administrative work, hiring an assistant to handle phone calls or intake coordination can increase efficiency. "Decide what headache you want to deal with because solo practice doesn't have to be completely by yourself."
Consider the cost-benefit analysis of outsourcing tasks. Just as it is more efficient for someone to pay for lawn mowing services instead of doing it themselves, therapists should evaluate if it's worth investing in support services. Calculate the income potential from additional therapy sessions compared to the cost of hiring a virtual assistant or administrative staff. "What would a virtual assistant cost me to have them? How many hours a week would I need somebody? And what would that cost and what does that equate to my income-producing time?"
Play to your strengths. Focus on activities you enjoy and excel at to maximize both your joy and your income. By delegating tasks that you don't like or aren't good at, you can streamline your practice and concentrate on the aspects that bring you fulfillment. "Find the things you like and maximize that. That's where you make a lot of your money."
Building Collaborative Communities as a Solo Practitioner
Be on the lookout for shared expenses. Explore opportunities for collaboration and shared expenses with other practitioners. While running your solo practice, you can still find ways to benefit from community and camaraderie. Consider forming an associate collaboration or a group practice where certain expenses, like a website or an intake coordinator, can be shared among members. "Solo practice doesn't have to be completely by yourself. There are practices in town... that are true associate practices... There could be ways to have certain group practice feels where you can have a sense of community."
Another option is to go to a conference and make connections there. Some of my best professional relationships have come from going to conferences. You just never know who you will meet. Being a part of the PsyChraft Network is a direct result of meeting Gordone Brewer at a conference.
Flexibility and Evolution as a Solo Practice
Be open to change and adaptability in your practice. Your circumstances and preferences may shift over time, and it's essential to be willing to explore new possibilities. While you may currently enjoy solo practice, you might find value in joining an associate group in the future. "All I to say, I don't assume anything forever... Things are flexible... I could see myself one day not wanting to be the principal of a group practice... I don't assume anything forever."
Tips for Scaling a Solo Therapy Practice:
Know your numbers: Conduct a time audit and evaluate the financial aspects of your practice. Understand your expenses, income, and the return on investment for potential hires or outsourcing tasks.
Delegate tasks: Identify the tasks that you don't enjoy or that don't align with your strengths, and consider delegating them to virtual assistants or administrative staff.
Focus on efficiency: Streamline your practice by maximizing your time and resources. Concentrate on activities that bring you joy and generate the most income.
Explore collaborative opportunities: Join associate collaborations or group practices to have a sense of community and share certain expenses with like-minded practitioners.
Stay adaptable: Be open to change and evolution in your practice. Don't assume that your current situation will be the same in the future.
Grow Your Solo Practice Embracing the Challenges and the Rewards
Scaling as a solo practitioner offers therapists a unique and fulfilling experience. Starting a solo practice allows therapists to embrace autonomy, make their own decisions, and create a work environment that aligns with their preferences. While there are challenges, such as managing financial responsibilities and marketing efforts, therapists can overcome them by careful planning and leveraging their strengths. By investing in professional development, streamlining tasks, and exploring collaborative opportunities, solo practitioners can maximize their efficiency, build a supportive community, and adapt to the changing landscape of their practice. So, whether you're embarking on your solo journey or considering joining a group practice in the future, remember that growth and evolution are essential elements of a successful therapy practice. Keep nurturing your practice, and let it flourish like a beautiful, thriving garden.
Links and Resources
Webinar: Hidden Strategies to Smart-Work Scaling: 3 Insider Tips to Therapist Growth with Virtual Support
The Online Course Show Episode 194: If I Were Starting an Online Course Business in 2023, Here's Exactly What I Would Do (& Join Me While I Do It This Year)
Trello Project Management Board
ROI Calculator Tool from Therapy for Your Money Podcast
Email James to talk about questions or problems about scaling: [email protected]
PsychMaven - Find more resources here
Builder Type Assessment - grow without the grind
Save 10 hours a week on administration tasks, progress notes, treatment plans, and more - Online Course
51:4205/06/2023
Why Add an Addiction Specialist to Your Therapy Office? Expert Insights! | STP24
Welcome back to the Scaling Therapy Practice podcast! In this episode, James Marland and Dr. David Hall discuss the importance of having a niche in therapy and delve into the specific niche of addiction counseling. They kick off the episode with a tech tip, sharing their podcast recommendations.
Tech Tip of the Week:
Dr. David Hall recommends "The Art of Online Business" podcast hosted by Rick Maretti. He praises Rick's down-to-earth approach and willingness to share his mistakes and lessons learned. The specific episode he mentions is titled "Six Mind-Blowing AI Tools That Will Save You a Ton of Time." James Marland adds that he was inspired by the podcast to create a mini-course on using AI for various purposes, such as creating quizzes, emails, and scripts.
Struggling with Guilt and Finding Work-Life Balance:
James opens up about his struggles with guilt when it comes to balancing work and family time. He shares how setting deadlines and goals sometimes leads to feelings of guilt when he can't meet them. He emphasizes the importance of finding realistic work-life balance and reframing negative thoughts. James encourages therapists to understand that it's okay to take time off and have focused work time without feeling guilty.
The Power of Niches:
Dr. David Hall introduces the concept of niches in therapy, explaining that niches can be based on population, procedure, or specific problems. He emphasizes the significance of having a niche to build a reputation and connect with ideal clients. James Marland adds that having a niche allows therapists to serve specific clients and effectively communicate that they are the right fit for them. They both agree that niches provide a sense of focus and purpose in therapy practice.
Why Addiction Counseling is a Valuable Niche:
Dr. David Hall highlights the increasing demand for addiction counseling. He explains that addiction counseling has expanded beyond traditional substance use addiction to include areas such as sex addiction, food addiction, gambling addiction, and even technology addiction. Dr. Hall mentions the Washington State program called "Restart" that specifically addresses video game addiction. He concludes that addiction counseling is a valuable niche due to its relevance and the diverse client base it attracts.
Addiction work offers therapists a unique and fulfilling career path that can be both interesting and financially rewarding. Dr. Hall shares an example of a friend who started his journey by joining a wilderness experiential addiction program in Utah. Through this experience, he gained valuable expertise, got licensed, and built a successful career. Dr. Hall emphasizes that addiction work doesn't have to be a lifelong commitment; it can be a stepping stone towards a positive career pathway. He states, "You can have an nitche. It doesn't have to be your forever niche. It just needs to be interesting enough." This flexibility allows therapists to explore different avenues and find their niche within addiction work.
The Cost of Addiction and the Need for Treatment
Addiction is not only costly for individuals but also for the community and the state. Shoplifting, for example, is a common activity among people struggling with addiction. The refund process for stolen items involves returning the purchase price and sales tax, resulting in significant financial losses for the state. Senator Briggs, a conservative advocate for addiction treatment, emphasized the billions of dollars addiction costs Tennessee, emphasizing the public health aspect of the issue.
Addiction's Impact on Functioning and the Job Market
Addiction deeply affects individuals' ability to function in their lives, jobs, and relationships. Young adults and college students often find themselves unable to live independently or hold down a job due to addiction. The consequences extend beyond individuals to their families and society at large. Addiction treatment has become a significant industry, providing numerous job opportunities for addiction specialists.
Programmatic addiction treatment, including outpatient, intensive outpatient, day treatment, and residential programs, offers a more flexible job market. These programs often hire therapists without independent licensure, as long as they have the required education and qualifications. In contrast, outpatient offices that bill insurance based on individual providers may have more restrictions for non-licensed therapists.
Education and Credentials in Addiction Counseling
While specific degrees and certifications exist for addiction counseling, it is not necessary to have them to work in the field. Most states have certifications or licensure for drug and alcohol providers that require less education than traditional counseling licenses. However, having a master's degree in mental health counseling, marriage and family therapy, clinical social work, or psychology allows therapists to work with addiction. Additional addiction coursework or specialized supervision can enhance competency in this area.
Various educational programs and certifications, such as the Master's of Addiction Counseling (MAC), are available for therapists interested in obtaining credentials in addiction counseling. However, these credentials are not mandatory to work in the field. The most important aspect is being skilled and knowledgeable about addiction, which can be achieved through continuous education and training.
Overcoming Resistance and Finding Fresh Perspectives
Dr. Hall shares his personal journey into addiction work, highlighting that it's not necessary for therapists to have gone through their own addiction struggles to excel in this field. He initially had resistance due to his lack of personal experience with addiction. However, his involvement in the startup process of a drug and alcohol treatment center changed his perspective. Recognizing the opportunity and need, he decided to contribute by acquiring addiction training and certification. Dr. Hall brings a fresh set of eyes to addiction work, offering a unique perspective that allows him to appreciate it in different ways.
It's important to note that addiction work requires compassion and a desire to help people in acute distress. Therapists who choose this niche are driven by the fundamental purpose of making a positive impact in the lives of individuals struggling with addiction. Dr. Hall affirms, "Most of us got into this field of mental health to help people." Addiction work provides an avenue for therapists to fulfill this purpose and provide essential support to those in need.
Finding Your Niche: Problem, Population, and Procedure
To establish a successful niche, therapists need to define their problem, population, and procedure. James Marland suggests that having one element in place is a good start, and having all three is even better. By identifying a problem within a specific population and offering a unique procedure to address it, therapists can create a clear and distinctive definition of their expertise. Communicating this specialized knowledge in marketing materials and on their website helps them become known as the go-to professional in their field.
Remember, exploring a niche doesn't require a long-term commitment. It's an opportunity to discover your interests, strengths, and the areas where you can make a meaningful impact. As James Marland concludes, "Exploring this niche or any niche doesn't involve signing a 30-year lease."
Characteristics of an Effective Addictions Counselor
Addiction work requires counselors to have good boundaries and strong self-care practices. Many addiction specialists have personal experience with addiction and have successfully navigated their own recovery. They often feel a sense of gratitude and transformation, motivating them to help others on their recovery journeys. Additionally, possessing empathy, patience, and the ability to resist manipulation are vital traits for addiction counselors.
Action Steps:
Reflect on your therapy practice and consider potential niches based on population, procedure, or problems.
Follow your interests: If addiction work sparks your curiosity, consider exploring it as a career path. You don't have to commit to it forever; it can be an opportunity for growth and learning.
Acquire expertise: Invest in gaining knowledge and skills related to addiction treatment. Obtain certifications or take specialized courses to enhance your credibility in the field.
Define your niche: Identify the problem, population, and procedure that resonate with you the most. Develop a clear and compelling message that communicates your expertise to potential clients.
Stay adaptable: As you explore your niche, remain open to new opportunities and experiences. Refine and adjust your approach based on your career phase and personal interests.
Research the demand for your chosen niche and the specific needs of the clients within that niche.
Seek additional training or certifications to become an expert in your chosen niche.
Update your website and marketing materials to clearly communicate your niche and attract the right clients.
Continuously evaluate and adjust your niche based on your career phase and personal interests.
In conclusion, finding a niche in therapy is crucial for building a successful practice and connecting with ideal clients. Addiction counseling is a valuable niche due to its high demand and broad scope. By specializing in addiction counseling, therapists can serve a diverse client base and make a significant impact. Remember to reflect on your practice, choose a niche that resonates with you, and continuously refine your approach to provide the best possible care for your clients.
Resources and Links
6 Mind-Blowing AI Tools That Will Save You a TON of Time
Free AI Mini-Course
Email James to talk about questions or problems about scaling: [email protected]
PsychMaven - Find more resources here
Builder Type Assessment - grow without the grind
40:2229/05/2023
Setting Financial Boundaries at Your Therapy Practice | STP23
Welcome back to the Scaling Therapy Practice Podcast! In this episode, we tackle the importance of establishing financial boundaries with clients and implementing effective policies and procedures. Money conversations can be uncomfortable, but they are crucial for creating a thriving therapy practice. Join us as we explore the reasons behind financial boundaries and share practical tips for a smoother financial process.
Why Set Up Boundaries?
Setting financial boundaries with clients serves multiple purposes. It not only helps scale your practice but also frees up mental space to focus on therapy. As David Hall emphasizes, "It helps scale, which is what we're about in this company." Well-defined policies, procedures, and boundaries streamline financial processes, prevent exploitation, and protect therapists from future difficulties. James Marland adds, "Having these policies makes the policies the bad guy, not the therapist."
Financial Boundaries: Protecting Yourself and Your Future
Implementing financial boundaries safeguards therapists against potential exploitation and ensures a smoother workflow. Being kind to your future self, as David Hall suggests, means thinking ahead and making life easier down the line. By addressing uncomfortable financial conversations head-on, therapists avoid creating more work for themselves. James Marland uses an insightful metaphor, "If you've got to eat a frog, go on and get it done." Promptly and effectively dealing with financial boundaries prevents problems from piling up, allowing therapists to focus on their main objective—providing therapy.
Establishing Financial Boundaries Examples
To make financial interactions smoother and more efficient, we provide practical tips for therapists:
1. Collect Credit Card Information at Registration
By obtaining clients' credit card details during registration, therapists can avoid missed copayments or declined payments. As David Hall suggests, using modern electronic healthcare record systems securely saves credit card information, streamlining the payment process. However, it's crucial to ensure clients have an easy way to update their credit card information if needed.
2. Charge for Paperwork
Implementing a policy to charge for paperwork allows therapists to account for their time spent outside of therapy sessions. David Hall emphasizes the importance of having a written policy to inform clients and manage expectations. By establishing a fee structure for paperwork, therapists can avoid the frustration of unpaid administrative work.
The Value of Time
In therapy practices, therapists' time is valuable, but so is everyone else's. It's important to account for everyone's work time and avoid elitism. Having a clear cancellation policy in place ensures that time is not wasted. As David Hall's cancellation policy includes, a 24-hour notice is required for cancellations. Failure to provide sufficient notice results in a 50% session fee charge. Extending grace can be done while still maintaining a hard policy.
Relationship Building
A clear cancellation policy helps build a healthy relationship between therapists and clients. It demonstrates that the therapist values their time while setting expectations and boundaries, which are essential in building trust. As a client, being responsible and respectful of the therapist's time is essential. Give notice as soon as possible for cancellations and be mindful of the policy in place. As a therapist, having a clear cancellation policy is crucial for maintaining professionalism and building trust with clients.
The Challenge of Communication
Managing outstanding balances in therapy practices can be a sensitive issue, especially when dealing with clients who have their parents' credit card on file. Direct communication with parents may not always be possible, requiring careful navigation and effective communication with the client. Having a well-defined policy regarding outstanding balances is crucial to set expectations and preventing confusion and misunderstandings.
Ensuring Accountability
Managing outstanding balances involves ensuring accountability within the practice. Therapists are typically paid based on money received, not money billed. This creates an incentive to stay on top of collecting payments and monitoring outstanding balances. David Hall highlights the importance of therapists diligently noting if they have collected payment to catch any discrepancies or lapses in billing.
Creating an Effective System
Establishing an efficient system for managing outstanding balances is vital. Conducting a monthly audit of the books helps catch any outstanding balances, ensuring open lines of communication between practice management and therapists. Timely detection of outstanding balances prevents financial complications and maintains a healthy practice.
Review your current financial policies and procedures with clients.
Consider implementing a system to collect credit card information at registration.
Create a written policy for charging fees related to paperwork and communicate it clearly to your clients.
Evaluate your current system for handling financial matters and ensure it is user-friendly and efficient.
Stay informed about resources, such as books, podcasts, and other materials, that can help you further develop.
The Importance of Timely Detection
Without a reliable system in place, outstanding balances can go unnoticed for extended periods, leading to financial issues and disputes. Establishing a consistent system ensures that no outstanding balance slips through the cracks. James Marland emphasizes, "Having a system in place is crucial to prevent financial surprises and maintain a healthy practice."
In conclusion, setting financial boundaries and implementing effective policies and procedures are essential for a smoother therapy practice. By having clear guidelines, therapists protect themselves, streamline processes, and focus on therapy. Remember, respect each other's time, communicate effectively, and establish accountability to create a thriving therapeutic environment.
Remember, you can listen to the full episode of the Scaling Therapy Practice Podcast for more insights and tips. Stay tuned for the next episode where we explore more topics related to scaling your therapy practice.
Links and Resources
Bill O'Hanlon
Psychraft Network
Email James to talk about questions or problems about scaling: [email protected]
PsychMaven - Find more resources here
Builder Type Assessment - grow without the grind
55:4421/05/2023
STP 22 | The Pros and Cons of Expanding Your Practice's Services with a Testing Psychologist | STP22
In this episode of Scaling Therapy Practice, James Marland and Dr. David Hall discuss adding a testing psychologist to one's practice. A testing psychologist is a licensed psychologist who specializes in administering, interpreting, and writing reports on psychological tests. This role is unique to psychology, as it requires extensive training and qualifications to perform. The hosts talk about how adding a testing psychologist to one's practice can help provide valuable services to clients, particularly in areas such as EAPs and disability testing.
Read More on the blog along with links and pros and cons
48:5014/05/2023
Adding Revenue Streams with Gordon Brewer | STP21
Starting a private practice can be daunting, but with the right mindset, it can become a successful business. In this conversation, James Marland interviews Gordon Brewer, a licensed marriage and family therapist and the owner of Kingsport Counseling Associates in Tennessee. Brewer talks about his journey from starting a counseling ministry in his church to owning a successful group practice. In this blog post, we will highlight the key takeaways from the conversation.
The Journey to Private Practice
Brewer began his journey by starting a counseling ministry in his church, where he saw the need to provide counseling services to his community. As he became more invested in providing care, he decided to open a private practice. At first, he was seeing clients part-time while working at an agency. He used some office space at his church to see his clients and eventually moved to his own office space. "Ultimately I just wanted to provide care to people. And I don't think that most people would care whether it's a nonprofit or not within the context of this." - Gordon Brewer
The Transition to a Group Practice
Brewer eventually transitioned to a group practice when he saw that he had reached his maximum client capacity. He wanted to provide more opportunities for other clinicians to work alongside him and also increase the services offered to clients. He started his group practice by bringing in other clinicians, and they shared the cost of renting an office space. As the practice grew, Brewer hired an admin person to handle intakes, phone calls, and billing. "I was reaching kind of the maximum number of clients that I wanted to see, and then also I was just looking at from a profit..." - Gordon Brewer
Challenges Faced Growing A Group Therapy Practice
Starting a private practice comes with its set of challenges, and Brewer faced his fair share. One of the challenges he faced was the lack of knowledge about running a business. He had to learn how to manage his finances and handle the administrative tasks that came with owning a private practice. Another challenge he faced was managing his time between seeing clients, managing his practice, and his personal life. "I think just learning about the business side of things was a challenge for me, just figuring out how to manage the finances and all of that sort of stuff." - Gordon Brewer
And then a Podcast for Therapists
Podcasting has been a growing medium over the years, and many have found ways to monetize their podcasts. James suggests using affiliate marketing, where the host talks about a product and receives a commission if a listener buys it. Additionally, creating a community of like-minded individuals can increase engagement and income. James notes, "when you have an audience, there's ways to reach out to people, and you're creating thePsychCraft Network with a community of people that are willing to help each other...the community's a really good community."
Learning from Mistakes when Growing a Private Practice
Gordon emphasizes the importance of trying new things and learning from mistakes. He shares his approach to starting new projects: "I'm gonna build the airplane as I fly...that's how we learn anything. We have to be willing to make mistakes and learn from our mistakes." However, he also notes that it's essential to be persistent and consistent in your efforts.
Overcoming Imposter Syndrome
One of the challenges of starting something new is feeling like an imposter. Gordon shares his experience with imposter syndrome and how it can hold you back. James suggests being open to learning and seeking validation from others. "Being able to validate from your audience or from people that are involved...okay, is this a good idea or not? Or is this something that resonates with you or not? And so being able to think about things in that way, that mindset is really critical."
Advice for Beginners
When asked what advice he would give to someone just starting, James emphasizes the importance of consistency, patience, and having a positive mindset. "You have to be persistent and consistent with what you do. You have to just kinda keep at it...being able to listen to others...being able to think about things in that way, that mindset is really critical." Gordon adds that it's essential to be open to learning and making mistakes, but also recognize when something isn't working and be willing to pivot.
Links and Resources
Google Workspace for Therapists
Listen to The Practice of Therapy
The Practice of Therapy Courses
Email James to talk about questions or problems about scaling: [email protected]
PsychMaven - Find more resources here
Builder Type Assessment - grow without the grind
Quotes to Help the Growing Therapist Practice Owner
"Persistency and consistency are key to growing any business." - Gordon Brewer
"Put things into action and be willing to make mistakes and learn from them." - Gordon Brewer
"There's a lot of opportunity to monetize your business and create other sidelines." - Gordon Brewer
"Branch out and try new things to see what works for your business." - Gordon Brewer
"Listen to your audience and validate your ideas with them." - James Marland
"I was filling up, I mean, I was reaching kind of the maximum number of clients that I wanted to see, and then also I was just looking at...from a profit standpoint, it made sense to bring other people on board." - Gordon Brewer
"We were just kind of sharing the experiences...we were operating independently. In other words, we weren't, there wasn't any sort of...entity at that point with far as the counseling office." - Gordon Brewer
"There are obstacles to overcome, there are challenges, but that's part of the process." - James Marland
"It's always easier to do things when you're part of a team." - Gordon Brewer
"Don't be afraid to take that first step...just get started and see where it takes you." - James Marland
53:4507/05/2023
Every Practice Deserves to be Profitable with Julie Herres | STP20
In this episode of "Scaling Therapy Practice", James Marland interviews Julie Herres, the founder of Green Oak Accounting and the author of "Profit First for Therapists". Julie is an expert in profit first who has helped hundreds of private practice owners gain financial freedom.
Links and Resources for Therapists
Email James to talk about questions or problems about scaling: [email protected]
PsychMaven - Find more resources here
Builder Type Assessment - grow without the grind
Profit First For Therapists Facebook Group
Julie Herres on Instagram: @julie.herres
Therapy for Your Money Podcast - check out their free Return on Investment tool
Profit First for Therapist Pre-order: Free Profit First Assessment
OneTab Chrome Extension
Watch the Video on YouTube
Green Oak Accounting
The Profit-First System for Therapists
According to Julie, the Profit First system is a simple but effective way of managing your finances. It involves separating your money into multiple small plates or bank accounts. Each account is allocated for a specific purpose, such as taxes, operating expenses, and profit.
“Profit First is not just a block of money in the bank account, but real numbers on taxes, profit, and operation expenses,” says James.
By following the Profit First system, you ensure that your practice always remains profitable. The system helps you to be disciplined with your finances and to make informed decisions based on real data.
An Introduction to the Profit First System
According to the book Profit First, here are the steps for implementing a Profit First system for a small business:
Set up multiple bank accounts: Open multiple bank accounts and label them according to their purposes, such as Income, Profit, Owner's Pay, Taxes, and Operating Expenses.
Allocate funds to each account: After each deposit, allocate a percentage of that money to each account based on predetermined targets. For example, allocate 5% of the total to Profit, 50% to Operating Expenses, 15% to Taxes, and so on.
Use the Profit account: Use the Profit account to pay yourself first and reward yourself for your hard work. Take a portion of the money in the Profit account and use it for something that brings you joy or invest it back into the business.
Adjust the allocation percentages: After a few months, adjust the allocation percentages based on your actual revenue and expenses to make sure that you are on track to meet your goals.
Monitor your finances: Regularly monitor your bank accounts and make adjustments as needed. Use financial reports and cash flow projections to make informed decisions about your business.
By following these steps, small business owners can gain a better understanding of their finances and take control of their profitability. Implementing a Profit First system can help them avoid the common pitfalls of poor cash flow management and set them on a path toward financial success.
The Importance of Small Plates for Your Therapy Business
One of the key concepts of the Profit First system is using small plates or bank accounts. Julie explains that small plates help you to avoid Parkinson's Law, which states that your demand tends to increase to meet the supply that is available.
"When you see a bunch of money, you're like, okay, we have plenty of money let's go we can spend something, right?" says Julie. "But that doesn't take into account your tax payment, maybe rent is due next week, or payroll's in six days."
By using small plates, you can allocate funds for specific purposes and avoid overspending. You can also plan ahead for upcoming expenses, such as taxes and rent, and ensure that you have enough funds to cover them.
Specializing in Mental Health Industry
Julie's company, Green Oak Accounting, specializes in serving the mental health industry. According to Julie, specializing in a particular industry allows you to provide better service to your clients.
"Our clients are great at accounting, they're great at tax prep, but they don't know your industry the way that we do," says Julie.
By working exclusively with mental health practitioners, Julie's team has developed expertise in the unique financial needs of the mental health industry. They can provide tailored advice and help clients make informed financial decisions based on real data.
Every Practice Deserves to be Profitable
Julie's book, "Profit First for Therapists", is a guide to help mental health practitioners implement the Profit First system in their practice.
"Every practice deserves to be profitable," says Julie.
The book provides step-by-step instructions and practical advice to help practitioners take control of their finances and ensure that their practice is always profitable. It also includes helpful tools and templates to make the process easier.
Links and Resources for Therapists
Email James to talk about questions or problems about scaling: [email protected]
PsychMaven - Find more resources here
Builder Type Assessment - grow without the grind
Profit First For Therapists Facebook Group
Julie Herres on Instagram: @julie.herres
Therapy for Your Money Podcast - check out their free Return on Investment tool
Profit First for Therapist Pre-order: Free Profit First Assessment
OneTab Chrome Extension
Watch the Video on YouTube
49:1530/04/2023
STP 19 | When Turnover Interrupts Your Scaling Plan
In this episode of the Scaling Therapy Practice, David Hall, a therapist and practice owner, discusses the topic of employee turnover in a group practice. James Marland, the host, asks him to share his experience with the issue. Hall talks about his history of turnover in his counseling practice and how it impacted his scaling plan. He discusses the effects it had on him and how he felt when two people quit unexpectedly. He shares that he had a closer relationship with one of the two employees, and looking back, he was not surprised that this person left. The unexpected departure made him question his plan for scaling and how he should deal with employee turnover.
The Effects of Employee Turnover on a Manager
Hall's experience with employee turnover in his counseling practice led to the realization that it can be challenging to handle, both emotionally and operationally. The two employees' unexpected departures caught him off guard and made him feel like he was throwing hand grenades behind them. He shares, "I felt like somebody was leaving and kind of throwing hand grenades behind them as they went." The situation was personal, and Hall found it hard to separate business from the personal aspects. He discusses how managers can become emotionally involved in their employees' lives and take it personally when employees leave. He shares, "as the manager, as the people who are responsible for this, I think some of the feelings in there and taking it personal make it much harder than just, oh. You know, uh, they're making a business decision to leave."
Effects of Employee Turnover on Scaling Plan
Hall's experience with employee turnover impacted his scaling plan. He had a plan to grow his practice to a certain size, and the two employees' unexpected departures disrupted his plan. He was forced to question his plan for scaling and how he should handle employee turnover. He shares, "It interrupted my plan, and I didn't want it to happen." Hall realized that employee turnover could disrupt his plans, and he needed to have a plan in place to manage it. It's important to note, we often do not have plans in place until something bad or unforeseen happens. The therapy practice owner that anticipates turnover and who has a plan before this happens will be able to weather the storm of turnover better than the practice owner who is surprised.
Tips for Managing Employee Turnover
Hall shares some tips for managing employee turnover in a group practice. First, he recommends having a plan for managing employee turnover. This plan should include a transition plan for departing employees, ensuring the transition is smooth and not disruptive to the practice. Second, he suggests having a policy in place for exit interviews, which should be conducted in a professional and respectful manner. Third, he recommends setting expectations for employees' roles, responsibilities, and performance to reduce employee dissatisfaction and turnover. Lastly, he emphasizes that managers need to remember that turnover is a natural part of running a business, and they should not take it personally.
Employee turnover is an inevitable part of running a business. As a manager, it is essential to have a plan for managing employee turnover, as it can be emotionally and operationally challenging. The experience of employee turnover can disrupt a manager's plan for scaling, and it is vital to have a plan in place to manage it. A transition plan, an exit interview policy, setting expectations for employee roles and responsibilities, and remembering that turnover is a natural part of running a business are some of the tips that can help manage employee turnover.
Resources and Links
Psychraft Network
Email James to talk about questions or problems about scaling: [email protected]
PsychMaven - Find more resources here
Builder Type Assessment - grow without the grind
Scribe How - Make Easy Guides for people to use and follow
Action Steps:
Have a plan for managing employee turnover, including a transition plan for departing employees.
Establish an exit interview policy that is conducted in a professional and respectful manner.
Set clear expectations for employees' roles, responsibilities, and performance.
Remember that turnover is a natural part of running a business and try not to take it personally.
54:0023/04/2023
STP 18 | Dealing With Disappointment in Scaling
Hosts James Marland and Dr. David Hall start by discussing a story of disappointment. "The Online Course Show with Jacque Hopkins" podcast and its latest episode featuring Matt Ronins. Ronins has an online course on book writing that made over $3 million in sales in 2022. However, the conversation pivots to how Ronins' success did not come easy, and he shares his experience of not selling a single copy of his course the first time he launched it. This is a significant example of dealing with disappointment, which is the main topic of the episode.
Dealing with Disappointment in Scaling
When things do not go as expected, it can lead to disappointment. This is especially true when scaling a business or a practice. Marland and Hall discuss the reality of disappointment and how to deal with it effectively.
The Reality of Disappointment
Disappointment is a natural part of any journey.
It is essential to understand that setbacks and failures are part of the process.
Hall shares Ronins' story to highlight how disappointment is a common occurrence in business. He explains that it took time and effort for Ronins to achieve his success. The first launch of his course was a failure, only one person purchased it, and that person later requested a refund. This was hugely deflating for Ronins, but he persisted and eventually made over $3 million in sales in 2022.
Dealing with Disappointment Effectively
It is essential to reframe the experience and learn from it.
Use disappointment as an opportunity for growth and improvement.
Marland and Hall emphasize the importance of reframing the experience of disappointment. Instead of dwelling on the negative, it is crucial to focus on the lessons learned and use them as opportunities for growth and improvement. Hall gives an example of how he reframed his experience of a canceled speaking engagement. He used it as an opportunity to develop new skills and create better presentations.
Have a Support System
Having a support system can help manage the negative emotions associated with disappointment.
It is essential to surround oneself with people who understand the journey and can provide encouragement and guidance.
Hall emphasizes the importance of having a support system during difficult times. Having people who understand the journey can provide a sense of comfort and understanding. They can also offer encouragement and guidance.
Take Care of Yourself
Taking care of oneself is crucial to managing disappointment effectively.
Practicing self-care techniques, such as exercise or meditation, can help reduce stress and negative emotions.
Marland highlights the significance of taking care of oneself during challenging times. Practicing self-care techniques such as exercise or meditation can help reduce stress and negative emotions.
In conclusion, disappointment is a natural part of any journey, and it is essential to understand that setbacks and failures are part of the process. By reframing the experience and learning from it, one can use disappointment as an opportunity for growth and improvement. Having a support system and practicing self-care techniques can help manage the negative emotions associated with disappointment. Remember, it is okay to feel disappointed, but it is crucial to learn from it and keep moving forward.
Links and Resources
The Therapy Show With Lisa Mustard
Psychraft Network
Email James to talk about questions or problems about scaling: [email protected]
PsychMaven - Find more resources here
Builder Type Assessment - grow without the grind
The Online Course Show
Yeti Blue Microphone
Crucial Conversations
55:5316/04/2023
STP 17 | How much is too much? The Problems of Scaling
In this episode of the Scaling Therapy Practice Podcast, the hosts James Marland and David Hall discuss the concept of scaling a therapy practice. The conversation centers around when to stop scaling and what limits to set for a practice. David shares his experience of having between 17-18 therapists in his practice and deciding not to expand to another location. He emphasizes the importance of setting boundaries and goals for scaling.
Links and Resources
Email James to talk about questions or problems about scaling: [email protected]
6 Steps of Launching a Profitable Online Course - download and webinar
PsychMaven - Find more resources here
Builder Type Assessment - grow without the grind
9 Tasks AI can help you with right now
Setting Limits on Scaling
According to David, there is a limit to how much a practice can scale, and there is a stopping point. He suggests that it is essential to set goals and boundaries while scaling. He explains, “people don't have to become a group practice or a multi-site practice or all those things. There is a limit to where you want to scale, a stopping point.” The hosts talk about how some therapists believe they can grow their practice indefinitely. However, having a plan and setting limits can be crucial for sustainable growth.
The Three Problems in Running a Practice
James and David also discuss the three primary problems that therapists encounter while running a practice. David credits his friend and consultant, Jay Ostrowski, with the concept. Jay said, "When you're going to practice counseling, psychotherapy, you always have one of three problems, sometimes two problems, but you always have at least one of these problems because they're three; not enough therapists, not enough clients, not enough space." David explains that space becomes an issue when running a physical practice. On the other hand, virtual practices face different dynamics.
Space and Building Limitations
The hosts also discuss the crucial decision of selecting a building for a practice. David shares his experience of starting a psychiatry practice before starting a counseling group. He credits Jay Ostrowski, a consultant and telehealth expert, with helping him think through the decision of selecting a building for his practice. Because of that advice, David chose the problem of “not enough space” as the issue he would choose to manage. Choosing the problem you can live with is crucial for deciding on the right building for a practice.
Culture in Virtual Workspaces
Lastly, the hosts discuss the importance of culture in virtual workspaces. They reference a recent episode with Daniel Fava, where he talks about the culture in virtual workspaces. David shares his experience of having one remote worker in his practice. While having remote workers can be helpful, maintaining the right culture can be challenging.
In conclusion, this episode of the Scaling Therapy Practice Podcast offers valuable insights into scaling a therapy practice. David emphasizes the importance of setting boundaries and goals when scaling, and the hosts discuss the three primary problems that therapists face when running a practice. The discussion also covers the importance of selecting the right building and maintaining the right culture in virtual workspaces.
Scale-Up Steps
Set clear goals and boundaries when scaling your practice. It's essential to have a plan and know when to stop scaling. Determine the maximum capacity that you can handle and make sure to set limits.
Consider the three primary problems that therapists face when running a practice: not enough therapists, not enough clients, and not enough space. Addressing these issues will help you manage your practice more effectively.
When selecting a building for your practice, consider the problem that you can live with. For example, if space is an issue, choose a building that can accommodate your needs. Consulting with an expert can help you make the right decision.
Culture is crucial in workspaces. Make sure to maintain the right culture, even when you have remote workers. Encourage open communication and collaboration, and foster a positive work environment.
48:1009/04/2023
STP 16 | Building Bridges: Creating Strong Referral Networks
Links and Resources For Growing Therapy Practices
Get Descript
Free Resource - 8 Questions to ask when adding a revenue stream to your therapy office
Email James to talk about questions or problems about scaling: [email protected]
6 Steps of Launching a Profitable Online Course - download and webinar
PsychMaven - Find more resources here
Builder Type Assessment - grow without the grind
9 Tasks AI can help you with right now
Finding Referrals for Your Therapy Practice is not a Competition
In this podcast episode, James Marland and Dr. David Hall discuss the benefits of referral relationships with other therapists for those who own their own practices. Dr. Hall says initially, some therapists may believe that they are in competition with one another for clients. The main question new therapists might ask is "Why would somebody even wanna make referral relationships with other therapists? Aren't you all competitors and competing to find clients? That's a mindset that a lot of people have." However, Dr. Hall emphasizes that building referral relationships can benefit all parties involved.
Use Persistence to Build Your Referral Network
James and Dr. Hall go on to discuss the challenges of managing a full caseload of clients and the importance of having a steady stream of referrals. The host emphasizes the importance of being persistent in reaching out to potential referral partners and highlights the value of following up consistently. "One of the most important things that I learned in business and it's been helpful in therapy is that you, you need to be able to ask for what you want." They suggest that therapists should not assume that a lack of response from potential referral partners is a sign of competition, but rather a result of ignorance or neglect. It is important to remember that helping clients find the right therapist is more important than any competitive tension between therapists.
Ways to Build Up Your Client Referral Sources
Dr. Hall also highlights the benefits of creating a referral network and ways to establish strong referral relationships. This includes asking other therapists for their ideal client, being clear about what kind of clients you are looking for, and reciprocating referrals when possible. Dr. Hall also suggests that therapists should explore community groups and referral networks in their area to find potential partners. A tip from Dr. Hall is "I always encourage therapists to have two or three different referral streams coming in. Because if one dries up, you don't want to have all your eggs in one basket."
Create Relationships with Other Therapists
Overall, this episode emphasizes the value of creating strong referral relationships with other therapists. Dr. Hall Says "Networking is a, is a long game. And so you're not necessarily gonna get an immediate return on investment. But over time, it pays off." The key takeaways include the importance of persistence in reaching out to potential partners, not assuming that a lack of response is due to competition, and the benefits of creating a referral network that reciprocates referrals. By building strong referral relationships, therapists can help more clients find the help they need while growing their own practices.
53:2302/04/2023
STP15 | Lessons Learned When Scaling Fails
In this episode of the Scaling Therapy Practice podcast, Dr. David Hall shares his story of a failed attempt to create a therapy office that offered psychiatry. The lesson learned from this story is that it is important to seek advice from someone who has experience in the field you want to venture into.
Mistakes made when adding a revenue stream to your therapy office
David Hall talks about how he did a lot of research before starting his business, but he didn't talk to someone who had already gone through the process. He says, "What I didn't do was talk to a person and ask the questions of, 'Hey, I'm thinking about this. I see you've done something similar. What's been great about this? What are the things that you didn't know before you went into it that you wish you would've known? Now what are the things you regret?'" Had he talked to someone with experience, he could have avoided many mistakes that he made. Mike Michalowicz, author of "The Toilet Paper Entrepreneur" and "Profit First," advises that when starting a new business, you should not go into it alone. He says, "You need to surround yourself with people who can help you succeed. You need to find mentors, advisors, and other entrepreneurs who can give you advice and guidance. You also need to build a team of people who can help you execute your plan and bring your vision to life."
Have a solid plan on how this new idea for your therapy practice will make money
Another lesson learned from David Hall's experience is that it is important to have a solid plan before starting a business. He admits that he was "somewhat naive" and didn't have a clear idea of how he was going to make money. He says, "I didn't really have a business plan per se. I had an idea of what I wanted to do, but I didn't really think it through." Mike Michalowicz emphasizes the importance of having a plan and sticking to it. He says, "You need to have a plan that outlines what you want to accomplish and how you are going to do it. You also need to have a clear understanding of your target market and your competition. Once you have a plan, you need to stick to it and be persistent in your efforts to make it work." David Hall also talks about the importance of being patient and not expecting immediate success. He says, "I think I was pretty naive about how quickly things would grow and what it would take to actually build a practice."
Have a clear understanding of your target market
Another lesson learned from David Hall's experience is the importance of having a clear understanding of your target market. He admits that he didn't have a clear idea of who his target market was and how to reach them. He says, "I didn't really understand who I was marketing to, and I didn't really understand how to get in front of them." Mike Michalowicz stresses the importance of understanding your target market and tailoring your marketing efforts to reach them. He says, "You need to have a clear understanding of your target market and what they are looking for. You also need to tailor your marketing efforts to reach them. This means using the right channels, creating the right messaging, and targeting the right people."
In conclusion, starting a new business is not an easy task, and it requires a lot of planning, research, and patience. It is important to seek advice from someone who has experience in the field you want to venture into, has a solid plan, is patient, and has a clear understanding of your target market.
Resources and Links
Get Descript
Free Resource - 8 Questions to ask when adding a revenue stream to your therapy office
Email James to talk about questions or problems about scaling: [email protected]
6 Steps of Launching a Profitable Online Course - download and webinar
PsychMaven - Find more resources here
Builder Type Assessment - grow without the grind
9 Tasks AI can help you with right now
The Start-Up J Curve: The 6-Steps to Entrepreneurial Success
The Lean Startup: How Today's Entrepreneurs Use Continuous Innovation to Create Radically Successful Businesses
45:5826/03/2023
STP 14 | Every bank account tells a story - Knowing your numbers with Rocky Lalvani
In this episode of the Scaling Therapy Practice podcast, host James Marland welcomes Rocky Lalvani, a certified Profit First professional who teaches business owners how to prioritize profit in their financial management. Rocky shares insights on the Profit First formula, knowing your numbers, and why every therapy office deserves to be profitable.
Tools Tips and Resources for Scaling Therapy Offices
Profit Answer Man Podcast
Profit Come First Website
Rocky on Linkedin
Rocky's tip of the week: The Road Less Stupid by Keith Cunningham
Level Up Week with Practice of the Practice March 20-23, 2023
6 Steps of Launching a Profitable Online Course - download and webinar
PsychMaven - Find more resources here
Builder Type Assessment - grow without the grind
9 Tasks AI can help you with right now
Every Therapy Office Needs to Know Your Numbers:
Rocky explains that understanding financial documents is crucial to making informed business decisions. However, he cautions that these documents, such as profit and loss statements, were not made for business owners, but for tax authorities and other parties. Rocky emphasizes the importance of using the Profit First system, which helps practice owners look at their business's real numbers to make daily business decisions.
The Profit First Formula
Rocky's mission is to change the traditional accounting formula of "sales minus expenses equal profit" to "sales minus profit equals expenses." He believes that prioritizing profit is essential for any business to thrive. Rocky advises therapists to set up separate bank accounts for profit, owner's pay, and operating expenses to ensure that profit comes first in their financial management.
Your Numbers Tell a Story:
Rocky stresses the importance of knowing your numbers and how they tell a story. Just as a therapist can identify a patient's problems and behavior, Rocky can look at financial numbers and see what story they tell about a business's bottlenecks and issues. Understanding your numbers and using them to make informed decisions can help your therapy office become more profitable.
Every Therapy Office Deserves to Be Profitable
Rocky believes that every business, including therapy offices, deserves to be profitable. He emphasizes that making a profit is not about prioritizing money at all costs but about putting people first. Profitable businesses can better serve their clients and employees, and creating a profitable therapy office can improve the quality of care you provide.
Wrap-Up:
In this episode, Rocky Lalvani shared valuable insights on knowing your numbers, using the Profit First formula, and making your therapy office profitable. By prioritizing profit, understanding your numbers, and using them to make informed decisions, you can create a successful therapy practice that benefits both you and your clients.
Quotes from the Show
"If you know anything about financial documents, those financial documents, uh, he says they, they were not made for you. They were made for, you know, um, the tax man or other people. Your profit and loss statement, your revenue, your income statement, and those other things, uh, they might not be your best source of information for making day-to-day business decisions."
"The profit First system helps the practice owner, uh, look at the real numbers of their business to make business decisions for themselves."
"The numbers tell a story. Just how you can look at somebody's symptoms and behavior and problems and some of their, you know, the things they check off on their list and what they come in for, and you can kind of fill in the gaps about the story of their life and how they get there and how you can help them."
"When you look at your numbers when you understand your numbers, then you have clarity, and that clarity can allow you to make decisions."
"Profit is not an event. Profit is a habit. It's a habit that you create, and it's a habit that you make sure you're always doing."
"The way to make more money is to have more profit. So, the more profit you have, the more money you make, and it's not just about cutting expenses. It's about growing your revenue."
"Every therapy office deserves to be profitable. You are running a business. You are providing a valuable service to your clients, and you should be compensated fairly for it."
"If you don't understand your numbers, if you don't understand your financials, then you're not running a business. You're just playing a very expensive hobby."
44:4319/03/2023
STP 13 | Does Anyone Know I am Here? Solving the Waiting Room Problem with Michael Ashford
In the interview, Michael Ashford, Director of Marketing at The Receptionist, talked about his background as a journalist and how it shaped his approach to marketing. He emphasized the importance of storytelling and humanizing brands, and how these elements can help scale companies.
Session Follow-Up
Find more about Michael and listen to his TEDx talks
Email James with the topic you want Michael to speak on next - [email protected]
Interactive Snowfall Map from the New Your Times
The Receptionist - Mention this podcast and get another month free
Level Up Week with Practice of the Practice March 20-23, 2023
The-Follow Up Question Podcast with Michael Ashford
The Fabric Podcast
Two Weeks Notice by Amy Porterfield
Crucial Conversations (Third Edition): Tools for Talking When Stakes Are High
Crucial Confrontations: Tools for Talking About Broken Promises, Violated Expectations, and Bad Behavior
6 Steps of Launching a Profitable Online Course - download and webinar
PsychMaven - Find more resources here
Builder Type Assessment - grow without the grind
9 Tasks AI can help you with right now
Therapists and Imposter Syndrome
While he had initial doubts about leading a marketing team without a formal marketing education, Ashford found that his communication skills and curiosity served him well in the field. He also mentioned how his experience interviewing experts for his podcast, The Fabric, has helped him understand the psychology of change and how people can be prompted to make positive changes in their lives. In the Tool Tip and Tech of the Week segment, Marland shared a recommendation from Amy Porterfield book Two Week Notice to believe in yourself just a little more than you doubt yourself. Ashford mentioned the importance of problem-solving and approaching challenges from a collaborative perspective, rather than trying to "win" or outdo others.
The Life You Want to Live is Just Outside Your Comfort Zone
Later in the interview, James Marland and Ashford discussed the importance stepping out of their comfort zone and taking risks in order to create progress and positive change. They also touched on the idea of collaboration and problem-solving, rather than seeing competition as a zero-sum game. Ashford shared that The Receptionist's core values are fun, authentic, bold, respectful, innovative, and collaborative (which conveniently spell out the word "fabric"). These values guide the company's approach to customer service and product development.
Own the Customer's Journey, Even in the Waiting Room
Owning the customer's journey means taking complete responsibility for the entire customer experience, from the moment they step through the door to the moment they leave. Creating a welcoming environment is an essential aspect of owning the customer's journey, especially when they check in. The check-in process sets the tone for the rest of the stay, and a warm and friendly greeting can make a significant difference in how the customer feels about their experience. From the staff's demeanor to the cleanliness and comfort of the lobby area, every detail should be taken into consideration to ensure the customer feels welcomed and valued. By owning the customer's journey and making them feel at home, you can create a lasting impression and build customer loyalty.
58:1112/03/2023
STP 12 | Finding Joy in Life and Work: A Conversation with Anne Burkart
Finding Joy in Life and Work: A Conversation with Anne Burkart
In this episode of Scaling Therapy Practice, James Marland interviews Anne Burkart, a marriage and family therapist in Charlotte, North Carolina. Anne shares her journey to becoming a therapist and how she approaches therapy through the idea that we are all in relationships that affect our emotional and daily lives.
Links and Resources
PsychMaven - Find more resources here
Builder Type Assessment - grow without the grind
9 Tasks AI can help you with right now
Embrace Relationship Counseling, PLLC
Gottman Workshops led by Anne Burkart
Charlotte Housing Market Line Chart - Do you think the average housing price is over or under $359,000
The Practice of the Practice Level Up Week March 20-23, 2023
The Importance of Embracing Life's Relationships
Anne believes that relationships are a fundamental aspect of our lives, and that we are all in relationships that affect us in different ways. It could be a person we live with, someone we wish was in our life, or even ourselves. In therapy, Anne encourages her clients to explore these relationships and the impact they have on their emotional and daily lives. She believes that by embracing our relationships, we can grow and find new opportunities.
Overcoming Challenges: Anne's Journey to Becoming a Therapist
Anne's journey to becoming a therapist was not easy. She went through a divorce, became a single mother, and had to rebuild her life from scratch. Despite these challenges, Anne persevered and eventually found her calling as a therapist. Her experiences have given her a unique perspective and empathy for her clients, allowing her to better understand and support them.
Restriction is Poverty: A New Perspective on the good and bad in our lives
Anne shares a new perspective on money that she learned from a colleague: "restriction is poverty." This idea resonated with her because it aligns with her philosophy of embracing life's experiences. Anne believes that limiting ourselves can hold us back and prevent us from growing. By removing restrictions, we can open ourselves up to new opportunities and experiences.
Final thought- Embracing Relationships as a Path to Growth
In this interview, Anne Burkart shares her unique perspective on therapy and the importance of relationships. She encourages her clients to embrace their relationships and explore the impact they have on their lives. Through her own experiences, Anne has learned the value of resilience, empathy, and embracing life's experiences. By removing restrictions and embracing change, we can find new opportunities for growth and fulfillment.
Quotes and Takeaways
Let go of control and allow yourself to absorb what each day delivers. Don't restrict yourself with a rigid plan, but rather embrace the unexpected moments that will allow you to grow and rebuild.
Every morning we wake up as one person, and by the end of the day, we are changed by the discussions, conversations, and moments of learning that we embrace.
let us all find joy in what we do by embracing the growth that each day brings.
Are you in a place where you define your own joy or are you in a place where you let others define your joy?
Are we defining ourselves or are we living in a mindset where we are allowing other people to define who we are going to be?
Define yourself or be defined by others. Embrace your worth and decide your own value.
You got to go through the muck to get unstuck.
Embrace reality and take action.
Links and Resources
6 Steps of Launching a Profitable Online Course
PsychMaven - Find more resources here
Builder Type Assessment - grow without the grind
9 Tasks AI can help you with right now
Embrace Relationship Counseling, PLLC
Gottman Workshops led by Anne Burkart
Charlotte Housing Market Line Chart - Do you think the average housing price is over or under $359,000
Level Up Week March 20-23, 2023
55:0005/03/2023
STP 11 | How Ann Taylor Mcniece Overcame Obstacles to Launch a Podcast
Links and Resources
Podcasting for Mental Health Professionals - $200 off
In-And-Out Berger Locations
Shady Maple Smorgasbord
Sight and Sound Theater
Soul Grit Resources
Soul Grit on Instagram
Soul Grit on Facebook
Faith Integration for Therapists
Cue Prompter - Free Teleprompter
Book Recommendation - The Renovation of the Heart
Andy Stanly - The Secret of Contentment
PsychMaven - Find more resources here
Builder Type Assessment - grow without the grind
9 Tasks AI can help you with right now
A Love for Podcasting
Soul Grit podcast host Ann Taylor McNeese is interviewed on the Scaling Therapy Practice podcast, where she shares her insights into starting a podcast and growing a business. In the introduction, it is explained that the Soul Grit podcast is about integrating faith with mental health. Taylor has been a therapist for many years and runs her own practice, Soul Grit, in Southern California. She discusses her love for podcasting and how it became a natural extension of the conversations she has with her clients in her therapy practice.
A Podcaster with Grit
The interview then moves onto the main topic of starting a podcast. Taylor shares her wisdom on how she got started and kept going despite the challenges. She explains that having grit is essential in order to start a podcast when there are no sponsorships, audience, or extra funding. Taylor highlights the importance of passion and being true to oneself when starting a podcast, stating that people can tell when the podcast host is not being authentic. She also emphasizes the importance of consistency, making sure that the podcast is released on the same day and at the same time every week.
Podcasting has Helped Ann Scale Her Business
The interview then moves onto how podcasting has helped Taylor scale her business. She explains that podcasting has helped her to connect with more people and grow her network, leading to new clients and business opportunities. Taylor also discusses how podcasting has helped her to become an expert in her field and to be recognized as a thought leader.
Therapy Practice owners need to take care of themselves
The interview concludes with a tool tip or tech of the week, where Taylor reminds listeners to take care of foundational stuff first. She emphasizes the importance of getting enough sleep, eating well, and exercising, stating that it is essential to take care of oneself in order to be successful in business and in life. Overall, the interview provides valuable insights into the world of podcasting and how it can help mental health professionals to grow their businesses and reach more people.
Quotes and Tips
Mental health should be treated as seriously as physical health.
"We need to treat mental health as a physical health issue. It's just as important. It's just as urgent."
Social media has both positive and negative effects on mental health, and it's important to use it in a healthy way.
"I think social media has the power to connect us in ways that we've never seen before. But the flip side of that is that it can also really contribute to feelings of isolation and loneliness."
"I think we all have to be really mindful about how we're using social media, and if it's actually contributing to our well-being or if it's actually detracting from it."
Being vulnerable and opening up to others can be incredibly healing.
"I think vulnerability is one of the most powerful tools we have in terms of being able to connect with others and heal ourselves."
"When we share our stories and we share our struggles, we actually give other people permission to do the same."
Self-care is crucial, but it's also important to recognize that it's not a one-size-fits-all solution.
"Self-care is incredibly important, and it looks different for everyone."
"It's about really tuning into what you need and figuring out what works for you."
It's important to prioritize mental health and seek help when needed.
"I think we need to get to a place where we recognize that taking care of our mental health is not a luxury, it's a necessity."
"There's no shame in seeking help. It's actually a sign of strength."
38:2127/02/2023
STP 10 | From Burnout to Success: The Impact of Hiring Virtual Assistants for Therapists
Links and Resources
Builder Type Assessment - grow without the grind
CoReceptionist
Using AI to make bulk social media posts
Choosing to Cheat by Andy Stanley
The Productive Therapist - Therapy Intake Pro
The Productive Therapist - Billing Assistant Pro
Fiverr
Upwork
Don’t Panic Management with Jess Tyson the CEO and "Director of Calm (Sorry for blanking on your name in the episode!)
The Virtual Savvy
Therapy for Your Money - Return on Investment Calculator
PsychMaven - Find more resources here
Introduction:
In this podcast transcript, David Hall and James Marland discuss the need for administrative support for therapists. They highlight the importance of identifying bottlenecks in the process and getting help to avoid cheating oneself and family. They also discuss the benefits of using virtual assistants (VAs) in a therapy practice, emphasizing the return on investment of using VAs to perform administrative tasks. Additionally, the hosts explore the pros and cons of hiring a virtual assistant and provide resources for finding and training them.
Read More Here
36:1719/02/2023
STP 9 | Turning Your Vision into Action
In this episode of the show, James Marland and Dr. David Hall delve into the topic of discomfort and how it can be a sign of growth. They discuss the importance of having a dream and how it starts in our heads, but it is only when we write it down that it takes life. They also touch on the idea that writing down your dreams can help you make the changes necessary to achieve them.
Links and Resources
Builder Type Assessment - grow without the grind
Webinar Ninja
Launch (Updated & Expanded Edition): How to Sell Almost Anything Online, Build a Business You Love, and Live the Life of Your Dreams
9 Ways to Use AI to create content - Create emails, outlines, and more faster than you ever thought possible!
The Beginner's Guide for Creating Knowledge Income - Create an income from your idea
Watch The Video Version of Scaling Therapy Practice - this is a show made for audio, but we release the video anyways
Hero on a Mission - Take action to become the hero in your own story
PsychMaven - Find more resources here
How To Increase Revenue For Your Practice With Podcasting - Webinar Registration Link
The Importance of Discomfort
Discomfort is often seen as a negative thing, but in reality, it is a sign that something is growing. Just like how trees grow stronger when they face disruptions that force their roots to go deep. The same goes for our personal growth and development, facing challenges and overcoming them is what helps us grow stronger.
The Power of Writing Down Your Dreams
James shares his own personal experience with writing down his dreams and how it transformed his life. He emphasizes the impact of putting your dreams on paper, as it not only helps you to structure your thoughts and goals but also serves as a constant reminder of what you are working towards.
Taking Action on Your Dreams
The next step after writing down your dreams is to take action and make them a reality. James stresses the importance of taking the initiative and making the changes necessary to bring your dreams to life. It's not enough to just have them written down, you have to take the steps necessary to make them happen.
43:1112/02/2023
STP 8 | Unlocking Your Therapy Practice Potential with Goal Setting
Unlocking Your Therapy Practice Potential with Goal Setting
Welcome to Scaling Therapy Practice, the podcast where we explore the challenges of growing a therapy practice and offer guidance on how to achieve professional development goals. In this episode, we continue our discussion on goal setting with Dr. David Hall. Dr. Hall is a therapist and professional development expert who has been in the industry for many years. He shares his insights on the importance of showing up, taking initiative and building connections when it comes to achieving goals.
Take the free builder Quiz: PSY.PSYCHMAVEN.COM
Links and Resources in this Episode
SEO Basecamp with Private Practice Elevation
Atomic Habits
Descript
Cost of Living Calculator
Money Matters Class from The Practice of Therapy
The Practice of Therapy Podcast
PsychMaven Courses
Psychraft Network
Course Creation Studio
Deadline Funnels
Understanding the Importance of Showing Up
One of the main points that Dr. Hall emphasizes in this episode is the importance of showing up. He believes that simply being present and putting yourself out there can make a big difference when it comes to achieving your goals. He uses his own experience as an example, discussing how he met James Marland and how that led to new opportunities and connections.
Dr. Hall also encourages listeners to not be afraid to reach out to people for help or information. He believes that you never know who will respond and what kind of opportunities may come out of it. He also points out that, while it is important to have goals, it is also important to be flexible and open to new opportunities that may arise.
Building Connections
Another key point that Dr. Hall discusses in this episode is the power of building connections. He explains that building connections can open up new opportunities and help you achieve your goals. He also discusses the importance of being mindful of the connections you make and how to nurture them effectively. Building connections is a key part of any professional development plan, and Dr. Hall offers advice on how to do this effectively.
Setting and Achieving Goals
Dr. Hall also talks about the importance of setting and achieving goals. He emphasizes that setting and achieving goals is an ongoing process, not something that is accomplished overnight. He encourages listeners to start by setting small, achievable goals and then build on them as they progress. He also offers tips on how to stay motivated and focused, even when things get tough.
Its never too late to set goals
In conclusion, this episode of Scaling Therapy Practice offers valuable insights into the importance of showing up, taking initiative and building connections when it comes to achieving professional development goals. Dr. David Hall, with his years of experience in the therapy industry, provides practical advice on how to set and achieve goals, and how to build connections that can help you achieve your goals. If you're a therapist looking to grow your practice and achieve your professional development goals, be sure to tune in to Scaling Therapy Practice, and don't forget to subscribe to our show to stay up to date on the latest tips and advice on how to optimize your therapy practice for success.
10 Tips for therapy Practice Owners from this Episode
Showing up is crucial when it comes to achieving goals.
Don't be afraid to reach out to people for help or information.
Building connections can open up new opportunities and help you achieve your goals.
Setting and achieving goals is an ongoing process, not something that is accomplished overnight.
The power of taking initiative and putting yourself out there can be beneficial in achieving goals.
Be open to new opportunities that may arise.
Be mindful of the connections you make and how to nurture them effectively.
Start by setting small, achievable goals and then build on them as you progress.
Stay motivated and focused, even when things get tough.
Be flexible and adaptable in your goal-setting and professional development process.
Links and Resources in this Episode
Atomic Habits
Descript
Cost of Living Calculator
Money Matters Class from The Practice of Therapy
The Practice of Therapy Podcast
SEO Basecamp with Private Practice Elevation
PsychMaven Courses
Psychraft Network
Course Creation Studio
Deadline Funnels
Note: Some links are affiliate links and support the hosts of the show.
Take the free builder Quiz: PSY.PSYCHMAVEN.COM
39:3505/02/2023
STP 7 | Strategies for Raising your Rates and Growing your Therapy Practice
Strategies for Raising your Rates and Growing your Therapy Practice
Welcome to the Scaling Therapy Podcast, where we explore different ways to grow your therapy practice. In this episode, hosts James Marland and Dr. David Hall take a closer look at raising and increasing rates for therapy offices. They discuss the importance of setting competitive prices and providing exceptional customer service to attract and retain clients.
What is your therapy practice builder type? Take the Free Quiz
Links and Resources in this Episode
Atomic Habits
Descript
Cost of Living Calculator
Money Matters Class from The Practice of Therapy
The Practice of Therapy Podcast
SEO Basecamp with Private Practice Elevation
PsychMaven Courses
Psychraft Network
Course Creation Studio
Raising Rates In Your Therapy Practice
One of the key topics discussed in this episode is the importance of raising rates for therapy offices. James and David stress that scaling your practice doesn't always mean more work, and that growth is unique to each individual practice. They discuss various strategies for increasing rates, such as focusing on niche services, building a strong reputation, and providing exceptional customer service.
Setting Competitive Prices: James and David emphasize the importance of setting competitive prices for your therapy services. They advise practitioners to research the prices of similar services in their area, and to make sure their prices are in line with the market. By setting competitive prices, you can attract more clients and stand out from your competition.
Focusing on Niche Services: Another strategy for raising rates is to focus on niche services that are in high demand. By developing expertise in a specific area, you can charge more for your services and attract clients who are looking for specialized help. James and David suggest researching current trends and identifying areas of need in your community to find potential niche services to offer.
Building a Strong Reputation: James and David also discuss the importance of building a strong reputation for your therapy practice. By providing exceptional customer service and building strong relationships with clients, you can attract more clients and increase your rates. They suggest using online reviews and testimonials to showcase your reputation and build trust with potential clients.
Providing Exceptional Customer Service: Providing exceptional customer service is a key strategy to raising your rates. James and David advise practitioners to go above and beyond for clients, such as responding promptly to messages, providing additional resources and information, and offering flexible scheduling. By providing exceptional customer service, you can build trust and loyalty with clients, leading to repeat business and positive word-of-mouth referrals.
There are a few things to consider when a therapist raises their rates:
Billing: It's important to inform your clients in advance about the rate increase and how it will affect their billing. This can be done through a letter or email. You should also update your billing policies and procedures to reflect the new rates.
Clients: Some clients may be unhappy about the rate increase and may choose to terminate treatment. It's important to be understanding and to offer support to clients who may be struggling with the rate increase.
Public relations: If you have a website or social media presence, it's important to update your rates on these platforms. You should also be prepared to address any questions or concerns that clients or potential clients may have about the rate increase.
How Often do you review rate increases
There is no set frequency for reviewing your rates, as it can depend on a variety of factors such as your experience level, the cost of living in your area, and the demand for your services. Some therapists review their rates annually, while others may review them every few years.
There are a few steps you can follow when reviewing your rates:
Research: Look at the rates of other therapists in your area and consider factors such as their experience level, education, and specialty. You may also want to consider the cost of living in your area and any changes that have occurred since your last rate review.
Assess your own value: Consider your own experience level, education, and specialty, as well as any additional training or certifications you have received since your last rate review.
Consider your expenses: Think about any changes in your business expenses, such as rent or insurance, that may have occurred since your last rate review.
Set your new rates: Based on your research and assessment of your own value and expenses, determine the new rates that you will charge for your services.
Communicate the change to your clients: Inform your clients of the rate increase and the reasons for it, as well as any changes to your billing policies and procedures.
It's important to be transparent and professional when communicating rate increases to your clients. You may also want to consider offering a limited-time discount or package to help ease the transition.
It's also a good idea to consider the reasons for the rate increase. Are your expenses increasing? Are you investing in additional training or education? Communicating the reasons for the rate increase to your clients can help them understand and may make the rate increase more palatable.
There are a few mistakes that therapists may make when raising their rates:
Not communicating the change to clients: It's important to inform your clients in advance about the rate increase and how it will affect their billing. Failing to communicate the change can lead to confusion and may damage the therapeutic relationship.
Not explaining the reason for the increase: If clients understand the reasons for the rate increase, they may be more understanding and less likely to be upset.
Increasing rates too frequently: If you raise your rates too often, it may be disruptive for your clients and could lead to a high rate of client turnover.
Not considering the cost of living: If you live in an area with a high cost of living, you may need to adjust your rates accordingly.
Not considering your own value: It's important to consider your own education, experience level, and specialty when setting your rates. If you have invested in additional training or education, you may be able to justify a higher rate.
Not considering your expenses: Make sure to take into account any changes in your business expenses when setting your rates.
Sample Letter for Raising Rates in a Therapy Office
It's important to approach rate increases with sensitivity and to be transparent with your clients about the reasons for the change.
Dear [Client],
I wanted to let you know that my rates for therapy services will be increasing as of [date]. The new rates will be [new rate] for [length of session] sessions.
I understand that this may be a significant change for you, and I want to assure you that I value your commitment to your therapy and well-being. I have made the decision to increase my rates because [reason for rate increase, e.g. "I am investing in additional training to better serve my clients" or "my business expenses have increased"].
I will do my best to make this transition as smooth as possible for you. If you have any questions or concerns, please don't hesitate to reach out to me.
Sincerely, [Your Name]
Successfully Scale Your Earning with Raising Rates
By implementing these strategies and providing exceptional customer service, therapy practitioners can successfully scale their practice, attract more clients and increase their rates. This will help you establish a competitive advantage over other practices, and build a reputation for providing high-quality services.
Quotes from the Episode about Raising Your Rates in a Therapy Office
"Scaling your practice doesn't always mean more work, and growth is unique to each individual practice."
"Setting competitive prices is crucial for attracting and retaining clients."
"Focusing on niche services that are in high demand can help you charge more for your services."
"Building a strong reputation by providing exceptional customer service is key to attracting more clients."
"Providing exceptional customer service is a key strategy to raising your rates."
"It's important to research the prices of similar services in your area to make sure your prices are in line with the market."
"Developing expertise in a specific area can help you attract clients who are looking for specialized help."
"Using online reviews and testimonials can help to showcase your reputation and build trust with potential clients."
"Going above and beyond for clients, such as responding promptly to messages, providing additional resources and information, and offering flexible scheduling can help to build trust and loyalty with clients."
"By providing exceptional customer service, you can build trust and loyalty with clients, leading to repeat business and positive word-of-mouth referrals."
Links and Resources in this Episode
Atomic Habits
Descript
Cost of Living Calculator
Money Matters Class from The Practice of Therapy
The Practice of Therapy Podcast
SEO Basecamp with Private Practice Elevation
PsychMaven Courses
Psychraft Network
Course Creation Studio
What is your therapy practice builder type? Take the Free Quiz
Note: Some links are affiliate links and support the hosts of the show
50:2429/01/2023
STP 6 | How Daniel Fava Grew a Blog into a Business that Helps Therapists Attract More Clients
What is your Therapy Practice Builder Type?
Take the free fun quiz that has more free resources to get you started.
Links and Resources
SEO Basecamp Live
The 4-Hour Work Week
ChatGpt
Therapy For Your Money Podcast
Profit First for Therapists
Profit First
Amy Porterfield
Pat Flynn
Scribe How
Manager Tools
Private Practice Elevation
Wise Practice with Whitney Owens - James is the producer of this podcast!
Wise Practice Summit 2023
The Scaling Journey of an SEO Business for Therapists
In this episode of the Scaling Therapy Practice podcast features a conversation between James Marland and Daniel Fava, discussing tools and tips they use in their businesses that support therapy practices. They discuss various topics related to running a successful private practice office, including accounting services, profit first strategies, and SEO (Search Engine Optimization).
Accounting Services and Profit First Strategies
James mentions a favorite therapy podcast, Julie Harris' "Therapy for your Money" and talks about her upcoming book, "Profit First for Therapists". He suggests pre-ordering the book to get additional tools and resources. The "Profit First" approach is a financial management strategy that helps therapists and other small business owners to prioritize profitability in their operations. This is particularly important for therapists in private practice, as they often have to balance the demands of running a business with providing high-quality care to their clients.
SEO and Content Writing for Therapists
Daniel talks about a tool called Chat GPT, which is an AI bot that can provide information and content when asked a question. He plans to use it to help with writing content for websites and social media posts. Both James and Daniel express excitement about the advancements in artificial intelligence and the potential for more tools like Chat GPT in the future. SEO is crucial for therapists in private practice, as it can help them to reach more potential clients and build a strong online presence. Writing high-quality content for a website or social media platforms can help therapists to establish themselves as experts in their field, and attract more clients.
Balancing Business and Therapy
Both James and Daniel discuss the importance of balancing the demands of running a business with providing high-quality therapy to clients. They mention the importance of using tools and strategies that can help therapists to streamline their operations and focus on providing the best possible care to their clients. They also discuss the importance of continuing to learn and grow as business owners and the role that professional development can play in helping the therapy practice owners improve their leadership skills and stay build a strong company culture.
Building a Strong Company Culture
Company culture is a critical aspect of running a successful business, and this is especially true in the field of therapy. A positive company culture can help to create a sense of community and belonging among employees, which in turn can lead to increased job satisfaction and better performance. Company culture has taken a hit in the virtual workplaces and unless you take action to prevent the decay of your culture you will end up with disconnected employees.
One way to build a strong company culture is by having regular one-on-one meetings with staff. These meetings can be a great way to check-in with employees, get feedback on how they're feeling, and discuss any issues or concerns they may have. Additionally, one-on-one meetings can be a valuable tool for setting goals and tracking progress. They also provide an opportunity for employees to voice their opinions and ideas in a safe and comfortable environment.
Moreover, these one-on-one meetings can be a great way to build trust and create a sense of connection between staff and management. By providing an opportunity for employees to discuss their thoughts, feelings, and ideas in a confidential and supportive setting, these meetings can help to build a sense of community and belonging within the organization.
To build a strong company culture, it's important to make sure that everyone is on the same page and that everyone is working towards the same goals. By using one-on-one meetings to keep employees informed and engaged, you can help to create a positive and productive work environment. Additionally, taking the time to listen to employees and address their concerns can create a sense of trust and respect that can help to build a strong company culture.
In the therapy field, a strong company culture can lead to better retention of clients, positive word of mouth and better performance from the staff, which will ultimately result in a better patient experience.
Quotes from the Episode
"I'm a huge fan of Green Oak Accounting."
"My tip of the week is to pre-order Profit First for Therapists."
"The tool that's been kind of blowing my mind is Chat GPT."
"SEO really comes down to a lot of content"
"One way to build a strong company culture is by having regular one-on-one meetings with staff."
"These [one-on-one] meetings can be a great way to check-in with employees, get feedback on how they're feeling, and discuss any issues or concerns they may have."
"Additionally, one-on-one meetings can be a valuable tool for setting goals and tracking progress."
"By providing an opportunity for employees to discuss their thoughts, feelings, and ideas in a confidential and supportive setting, these meetings can help to build a sense of community and belonging within the organization."
"it's important to make sure that everyone is on the same page and that everyone is working towards the same goals."
"By using one-on-one meetings to keep employees informed and engaged, you can help to create a positive and productive work environment."
"Additionally, taking the time to listen to employees and address their concerns can create a sense of trust and respect that can help to build a strong company culture."
"In the therapy field, a strong company culture can lead to better retention of clients, positive word of mouth and better performance from the staff, which will ultimately result in a better patient experience."
"Getting a coach can be a great way to improve your skills and grow your business."
"Running a business is not easy, but with the right tools and strategies, you can make it work."
What is your Therapy Practice Builder Type?
Take the free fun quiz that has more free resources to get you started.
Links and Resources
SEO Basecamp Live
The 4-Hour Work Week
ChatGpt
Therapy For Your Money Podcast
Profit First for Therapists
Profit First
Amy Porterfield
Pat Flynn
Scribe How
Manager Tools
Private Practice Elevation
Wise Practice with Whitney Owens - James is the producer of this podcast!
Wise Practice Summit 2023
Some links are affiliate links and by clicking the link the hosts of STP maybe compensated.
49:0222/01/2023
STP 5 | The Power of Setting Goals for Your Therapy Practice
Identifying Your Vocation and Setting a Clear Vision
In this conversation, James and David discuss the importance of setting and achieving growth goals in a therapy practice. They begin by emphasizing the need to identify your vocation and set a clear vision for your practice. James shares his approach of writing out a personal eulogy and life story to help orient himself and guide his goals. David adds that it's important to distinguish between your career and your vocation, and to focus on the larger purpose behind your work.
Implementing a System for Achieving Your Goals
Next, the pair delve into the importance of implementing a system for achieving your goals. James shares his approach of writing out monthly and quarterly goals and reading them daily, as well as setting two daily tasks that will advance him towards his overall vision. David emphasizes the value of finding accountability and support, whether through a coach or a community of peers.
Leveraging Your Personality and Business Phase for Success
Finally, James and David discuss the role of personality and business phase in achieving growth goals. They note that it's important to understand and leverage your own strengths and weaknesses, as well as the stage of development your business is in. By aligning your goals with your unique qualities and resources, you can set yourself up for success. Overall, this conversation highlights the importance of setting clear and purposeful goals in a therapy practice, and provides practical strategies for implementing a system to achieve them. By identifying your vocation, implementing a goal-setting system, and leveraging your personality and business phase, you can create a roadmap for growth and success in your practice.
Episode Quotes
"So my goal in teaching people is whatever money they spend with me is fractional to what it would cost them to do it on their own."
"The benefit is the shortcut or the path to make it less painful, less expensive and easier."
"I believe there are only two teachers. One is your pain and the other is somebody else's."
"It's how do we move past [descriptors like being an excellent executive or having the most successful practice] so that we're living into this bigger thing that is our vocation, which ideally is a manifestation of our personhood, but it's not the same thing as our personhood. Our personhood is something ideally that should be much more robust."
"I think it's the only two things to teach. Like you can either listen to somebody else who's gone through something or they account whether you read something, you watch a take a course, you see a video and they tell you about, you know, or, and they may, they may be telling you the story of somebody else's pain or something like that, but somebody hurt at some point to learn that lesson."
Links and Resources
Builder Type Assessment: Find out your builder type and next steps to scale your practice
PsychMaven with Dr. David Hall
Course Creation Studio with James Marland
Hero on a Mission by Donald Miller
Free Eulogy Planner Created by James Marland Inspired by Donald Miller, Stephen Covey, and Mike Michalowicz
51:4216/01/2023
STP 4 | Your Scaling Journey
Your Scaling Journey
Summary/Abstract
In this episode, James and David discuss the different types of builders and how to identify which one you are. They also talk about how your personality and phase of business can impact your builder type and how to avoid getting caught in the trap of comparison.
The conversation discusses different ways that mental health professionals can scale their practices. James and David mention that there are many ways to scale, and that it is important to find the method that best fits an individual's personality and situation. They also mention that the quiz is designed to help people narrow down their options and make a decision about which method is best for them. Different people will be drawn to different options based on their personality and what stage they are in their business. Builder Type Assessment: Find out your builder type and next steps to scale your practice.
Growth can be Confusing
As a therapist, you may be looking to grow and scale your practice, but you may not know exactly where to start. After all, scaling is different for every therapist, and your personality and phase of business can impact your approach to building your practice. It's easy to get caught in the trap of comparison, but it's important to remember that everyone's journey is different. With that in mind, it's helpful to have some guidance on finding the right direction for your growth goals.
Builder Type Quiz
One resource that can be helpful in this process is a quiz to identify your therapy builder type. This quiz can provide you with ideas for scaling your practice that are specific to your personality, phase of business, and goals. For example, you may discover that you're interested in starting a group practice, creating an online course, or building a membership community. Whatever your interests, there are resources available to help you implement your ideas and start building your practice.
Of course, it's important to find inspiration from resources that are achievable and relevant to your current circumstances. No one expects you to start on the level of a successful author or well-known podcaster, but there are steps you can take to start building your practice in a way that feels right for you. Whether you're looking to simplify your practice or you're looking for a challenge, there are ideas and resources available to help you grow and scale your business.
Your Scaling Journey Belongs to You
One key point to remember is that all outcomes are valid as long as they align with your goals and values. It's not about finding the "good answer" or the "right path", but about finding the path that works for you. Whether you're interested in managing a large team or you prefer a more modest practice, there's no one-size-fits-all solution to building a therapy practice.
As you consider your growth goals, it's also important to think about your own strengths and limitations. For example, you may love being around other therapists and working as a boss, but you may not always feel comfortable with the level of responsibility that comes with it. Similarly, you may enjoy a sense of simplicity in your practice, but you may also crave a bit of variety and chaos. It's important to be honest with yourself about what you want and need, as this can help you make decisions that align with your values and goals.
Take the Quiz, Find Free Resources to Start Scaling Your Practice
There are many resources available to help you grow and scale your therapy practice. Whether you're interested in building a team, creating an online course, or starting a group practice, there are steps you can take to get started. It's important to find inspiration from resources that feel achievable and relevant to your current circumstances, and to be honest with yourself about what you want and need as you build your practice. By staying true to your values and goals, you can find the path that works best for you and start building a successful therapy practice.
Top 5 Quotes From this Episode
"Scaling is different for every therapist. Your personality and your phase of business impacts your builder type."
"Don't get caught in the trap of comparison."
"Don't compare your middle to somebody else's end or don't compare even don't compare your beginning to somebody else's end."
"You can be a great version of you or a mediocre version of somebody else."
"It's not about finding the 'good answer' or the 'right path', but about finding the path that works for you."
Links and Resources
Business Secrets of the Trappist Monks: One CEO's Quest for Meaning and Authenticity (Columbia Business School Publishing)
The Toilet Paper Entrepreneur: The tell-it-like-it-is guide to cleaning up in business, even if you are at the end of your roll
PsychMaven with Dr. David Hall
Course Creation Studio with James Marland
Builder Type Assessment: Find out your builder type and next steps to scale your practice
36:0709/01/2023
Your Story is Your Strength | STP 2
The Scaling Therapy Practice podcast discusses the origin story of host James Marland and co-host David Hall and their journeys into the field of mental health. Marland was inspired by his mother to work with people in social services. Initially he pursued a career in accounting. However, after a near-death experience, Marland decided to focus his life on helping others and pursued a degree to become a youth minister. He eventually ended up working in mental health and has never left the field.
In the episode, Marland and Dr. Hall also discuss their goals for the Scaling Therapy Practice podcast. They want to provide practical and useful information for therapists looking to grow their practice and improve their skills. The podcast will cover a wide range of topics, including business development, marketing, and technology.
The Scaling Therapy Practice podcast is a valuable resource for therapists looking to improve their practice and provide better care to their clients. The show covers a variety of topics and offers practical advice for therapists at all stages of their careers. By sharing their own experiences and expertise, Marland and Dr. Hall aim to help therapists grow their practices and make a positive impact in the lives of their clients. Visit http://stp.psychmaven.com/ to discover your builder type.
32:3602/01/2023
The 4 Strategies of Scaling | STP 3
Show Notes
In this podcast episode, James Marland and Dr. David Hall discuss different approaches to scaling a therapy practice, focusing on "system builders" and "team builders." System builders aim to improve and optimize their systems to increase efficiency and profitability, while team builders focus on building and leading a team to achieve bigger goals. The hosts mention that people naturally follow team builders and that they are skilled at communicating their vision and mission, which can help to engage team members.
Each builder type has its own set of strategies for scaling a therapy practice. They explain that each type has its own strengths and weaknesses, and that it is important to identify which type you are in order to get the most out of your career. Different people have different mindsets when it comes to work and growth. Some people are more inclined towards one style of work or growth than others. There are four main types of builders: system builders, team builders, community builders, and opportunity builders. Each one has different strengths that can be leveraged for collaboration.
System builders, for example, have a natural ability to see a process and work on improving it. Team builders are good at developing people. Community builders are good at developing connections. Opportunity builders are good at developing products and services. The speaker discusses how they like systems and making things easier, and how this has manifested in their work as a continuing education provider. For example, an improvement or system that saved time was that David initially had to print out evaluation forms and certificates for people, but figured out a way to do it online instead, which saved time and money.
Opportunity builders may create courses, memberships, digital products, or other resources to address problems they have identified. The hosts discuss the process of creating an ebook as an example of an opportunity builder approach, and they mention that opportunity builders may be interested in creating products that do not involve presentation or teaching, such as paperwork products or resources for setting up or managing a therapy practice. They also emphasize the importance of identifying problems that are relevant and meaningful to potential customers, and they encourage listeners to consider their own interests and strengths when identifying opportunities for growth.
Links
Builder Type Assessment - What builder type fits your style?
PsychMaven with Dr. David Hall
Course Creation Studio with James Marland
39:1002/01/2023
Grow Without The Grind | STP 1
The Scaling Therapy Practice podcast by James Marland and Dr. David Hall focuses on the topic of scaling a therapy practice without the added stress and "grind" that often comes with growth. Marland and Hall share their own experiences with growing a practice and the challenges that come with it, such as managing people and dealing with the added stress of growth. The goal of their podcast is to provide therapists with guidance and support on how to grow their practices in a sustainable and manageable way.
21:0401/01/2023