Private Practice Survival Guide

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In this compelling episode of the Private Practice Survival Guide, host Brandon Seigel and the insightful Eric Miller of Econologics Financial Advisors redefine retirement beyond the conventional age of 65. They challenge practice owners to embrace "lifestyle planning," a strategy focused on building financial independence that allows for the pursuit of passions and hobbies, transforming work from a necessity into a choice.

This discussion emphasizes the critical role of purpose and intrinsic motivation in an entrepreneur's journey, proving that true success lies not just in monetary gain but in fulfilling one's duty and passion. Dive deep into understanding how to strategically plan for a future where your household runs autonomously from your practice, ensuring long-term stability and personal fulfillment.

What You'll Learn:

• The critical difference between traditional retirement and lifestyle planning.
• How to assess your personal "Remy" (Reliable Income) and "Demmy" (Desired Income) targets.
• The dangers of underestimating financial needs for retirement, considering taxes, inflation, and longevity.
• Strategic insights into avoiding premature practice sales and recognizing the true value of your business.
• A frank discussion on the realities of corporate buyouts, earn-outs, and the importance of financial independence.
• The significance of purpose and active engagement in a fulfilling post-practice life.

Transform your approach to retirement planning from a distant dream to a tangible, purpose-driven reality, empowering you to thrive with intention.
#RetirementPlanning #PrivatePractice #FinancialFreedom #EricMiller #LifestylePlanning

Eric S. Miller is a nationally recognized financial advisor, speaker, and co-owner of Econologics Financial Advisors. With over 20,000 conversations with healthcare practice owners, he’s helped hundreds turn income into personal wealth. Eric is the bestselling author of How to Become a Financial Beast and host of The Financial Beast Podcast. His bold, no-nonsense financial strategies have made him a sought-after voice in the veterinary, physical therapy, optometry, and healthcare industries.

http://www.econologicsfinancialadvisors.com

http://www.instagram.com/econologicsfinancialadvisors

http://www.econologicsfinancialadvisors.com

http://www.youtube.com/@EconologisFinancialAdvisors

Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast.

Get In Touch With Me
Podcast Website: https://www.privatepracticesurvivalguide.com/
LinkedIn: https://www.linkedin.com/in/brandonseigel/
Instagram: https://www.instagram.com/brandonseigel/
https://wellnessworksmedicalbilling.com/
Private Practice Survival Guide Book

This show is proudly produced at PS Studios — learn more https://www.psstudios.co/

Send us Fan Mail

If your private practice is juggling 8–12 different software tools, you’re not alone—and it’s costing you. In this episode of the Private Practice Survival Guide, Brandon Seigel shares a clear roadmap to move from reactive tech accumulation to a deliberate, ROI-driven stack. Learn why the EMR/EHR billing engine is the cornerstone of profitability, how to run a fast audit to cut waste, and why integration isn’t optional. We also cover cybersecurity must-haves, 90-day wins, and a 12-month plan to renegotiate contracts, train your team, and future-proof your workflows. With insights like 54% of practice owners growing their stack without a plan, potential savings of $6,800/year, and 71% of EHR-related staff complaints tied to poor integrations, this playbook helps you thrive, not just survive.

What You'll Learn:

• The four tool categories: core, redundant, underutilized, and zombie—and how to act on each
• How to evaluate EMR/EHR platforms with the billing engine, scheduling, AI, reporting, and workflow fit in mind
• Cybersecurity non-negotiables: password management, multi-factor authentication, backups, insurance, staff training, and breach response
• How to build a written technology wish list by starting with real problems and ranking by impact and effort
• Integration strategy questions to ask vendors and your team
• A 90-day wins approach and a 12-month roadmap to audit, maximize, research, evaluate, and position your stack
• Contract negotiation tips and change management tactics, including training, a tech champion, and measuring ROI

Build a stack that compounds value instead of cost—audit, integrate, and implement to unlock profit and performance.
#PrivatePractice #TechStack #EHR #PracticeManagement #Cybersecurity

Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast.

Get In Touch With Me
Podcast Website: https://www.privatepracticesurvivalguide.com/
LinkedIn: https://www.linkedin.com/in/brandonseigel/
Instagram: https://www.instagram.com/brandonseigel/
https://wellnessworksmedicalbilling.com/
Private Practice Survival Guide Book

This show is proudly produced at PS Studios — learn more https://www.psstudios.co/

Send us Fan Mail

In this essential episode of the Private Practice Survival Guide, Brandon Seigel and IT expert Yves Martin from Amqual dissect the crucial choice between managed IT and the outdated break-fix model for private practices. Discover how proactively managing your technology can safeguard your practice from costly downtime, ensure HIPAA compliance, and protect sensitive client information. This discussion is a must-listen for any private practice owner looking to build a resilient and secure technological foundation. Learn when to transition to managed IT services, how to budget effectively, and what to look for in a reliable IT provider to truly thrive.

What You'll Learn:

• The fundamental differences and benefits of Managed IT versus the Break-Fix model.
• How Managed IT proactively prevents issues, minimizes downtime, and ensures HIPAA compliance.
• At what stage a private practice should consider investing in Managed IT services.
• Practical budgeting strategies for IT services, including per-user cost estimates.
• Key criteria and red flags to consider when evaluating potential IT providers.
• The importance of standardized systems, security protocols, and employee IT policies.

Empower your practice with a robust IT strategy that focuses on prevention and protection, not just reaction. #PrivatePracticeIT #ManagedIT #HIPAACompliance #Cybersecurity #PPSG

Amazon Bestselling Author and Founder and CEO of MQUAL Advanced IT Engineering and Support. Yves Martin has been programming computers since age twelve, starting with BASIC on a TRS-80. He studied Industrial Engineering at Lehigh University and holds a Professional Certificate in Artificial Intelligence from MIT, along with a certification in Designing and Building AI Products and Services. He also holds certificates in Statistics, Data Analysis, Data Science, and Analyzing and Visualizing Data. With over twenty years of experience designing and building IT and data systems—including business intelligence platforms—he combines technical depth with practical insight. As an author, he writes about artificial intelligence, cyber security and compliance and the use of technology to automate business processes.

https://www.mqual.com

https://www.facebook.com/mqualtech

Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast.

Get In Touch With Me
Podcast Website: https://www.privatepracticesurvivalguide.com/
LinkedIn: https://www.linkedin.com/in/brandonseigel/
Instagram: https://www.instagram.com/brandonseigel/
https://wellnessworksmedicalbilling.com/
Private Practice Survival Guide Book

This show is proudly produced at PS Studios — learn more https://www.psstudios.co/

Send us Fan Mail

If tax season gives you anxiety or your books feel messy, this episode will help you build an audit-ready financial system that protects your practice and boosts profitability. Brandon Seigel breaks down how to separate business and personal finances, organize core statements and documentation, and implement weekly and monthly rhythms that make audits a non-event. You’ll learn practical tactics to plug revenue leaks in your billing, align with a healthcare-specialized CPA, and optimize cash flow with a rolling 13-week forecast. The result is a cleaner operation, faster collections, and confident decision-making all year long.

What You'll Learn

• How to separate business and personal finances to reduce risk and simplify taxes
• The essential financial statements and reports your practice must maintain
• Documentation habits that withstand audits: meals, mileage, and unusual transactions
• A 90-day blueprint to centralize records and build weekly/monthly hygiene
• Revenue cycle fixes: clean claim rate, denials, codes, and when outsourcing pays
• Cash flow mastery: 13-week forecasting, tax reserves, and owner compensation/retirement

Build a system so clean you never fear an audit—subscribe, share, and start your 90-day build today.
#PrivatePractice #MedicalBilling #CashFlow #TaxPlanning #AuditReady

Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast.

Get In Touch With Me
Podcast Website: https://www.privatepracticesurvivalguide.com/
LinkedIn: https://www.linkedin.com/in/brandonseigel/
Instagram: https://www.instagram.com/brandonseigel/
https://wellnessworksmedicalbilling.com/
Private Practice Survival Guide Book

This show is proudly produced at PS Studios — learn more https://www.psstudios.co/

Send us Fan Mail

Navigate the complexities of IRS compliance and safeguard your small business from potential audits with expert insights from Mark Martukovich. In this episode, we uncover common pitfalls, red flags, and strategic approaches to maintaining impeccable financial records. Learn how proactive tax planning and understanding IRS regulations can protect your practice and ensure long-term financial health. Mark Martukovich shares invaluable advice for entrepreneurs aiming for robust compliance and peace of mind.

What You'll Learn:

• Key strategies for avoiding IRS audits.
• Common red flags that trigger IRS scrutiny.
• The importance of clean books and accurate record-keeping.
• How to manage gift cards and payroll for tax compliance.
• Best practices for quarterly estimated tax payments.
• The benefits of proactive tax planning and regular advisor meetings.
• How IRS compliance impacts business valuation.

Protect your business and thrive with smart tax strategies.
#IRSCompliance #TaxPlanning #SmallBusiness #BusinessFinance #PrivatePractice

Mark Martukovich is a Certified Public Accountant and Managing Partner of Business Advisory and Accounting Partners (B.A.A.P.), a firm known for turning accounting from an expense into a strategic investment. With over 25 years of business development and consulting experience, and a career that spans public accounting, corporate leadership, and commercial banking, Mark brings a board-level advisory perspective to every client relationship.

Mark began his career in 1989 as a staff accountant in Cleveland, Ohio, after graduating from The University of Akron with a degree in accounting. His early work in public accounting was followed by senior leadership roles in business development, where he helped organizations scale, implement technology solutions, and open new markets.

In 2004, Mark transitioned into commercial banking, spending a decade advising small and mid-sized companies in the Tampa Bay area. His banking experience gave him a deep understanding of how lenders view business performance, insight he now uses to help clients prepare for financing, expansion, and eventual ownership transition.

Since joining BAAP in 2010, Mark has been the driving force behind the firm’s business advisory consulting model, which combines:

• Tax efficiency strategies that are designed around each client’s long-term goals.
• Operational and financial analysis to improve profitability and resilience
• Succession and exit planning that helps owners turn their business into a true retirement asset.

Mark is a recognized leader in the accounting profession. He serves as a featured speaker for Thomson Reuters’ Partner Summit: Moving Your Practice Forward, where he trains other CPAs on transitioning from compliance-focused work to becoming proactive business advisors. He also served on the Board of Directors of the SPCA Tampa Bay from November 2019 until January 2025, reflecting his commitment to community leadership.

http://busadvisory.com

https://www.facebook.com/BusinessAdvisoryAndAccountingPartners

https://www.youtube.com/@business-advisory

Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast.

Get In Touch With Me
Podcast Website: https://www.privatepracticesurvivalguide.com/
LinkedIn: https://www.linkedin.com/in/brandonseigel/
Instagram: https://www.instagram.com/brandonseigel/
https://wellnessworksmedicalbilling.com/
Private Practice Survival Guide Book

This show is proudly produced at PS Studios — learn more https://www.psstudios.co/

Send us Fan Mail

AI has been in healthcare for decades, but many private practices still buy into hype, under-evaluate tools, and underutilize what they have. In this episode of Private Practice Survival Guide, host Brandon Seigel lays out a clear decision framework to vet vendors, protect compliance, and model ROI so your next AI purchase actually saves time and drives outcomes. From data storage and BAAs to uptime SLAs, EHR integration, and offboarding, you’ll learn what to ask before you sign—and how to structure trials, pick KPIs, and avoid five‑figure mistakes. Brandon also maps the hidden costs most owners miss and explains why early staff buy‑in and continuous training are non‑negotiable for real adoption.

What You'll Learn:

• The five critical vetting areas: data storage/access, BAAs, uptime/breach protocols, EHR integration, and offboarding
• How to budget for hidden costs like training, workflow disruption, migration, and maintenance
• quick-reference evaluation framework: conservative ROI modeling, baseline metrics, adoption checks, and AI governance
• Why demo hype (and beta products) can backfire—and how 90‑day trials prevent costly mistakes
• The 30% time-savings rule and the KPIs that matter for scheduling, documentation, billing/eligibility/authorizations, and communication
• A realistic 3–12 month AI adoption roadmap and vendor red flags to avoid

Measure twice, cut once: evaluate, plan, execute, and recalibrate—so AI becomes a time-saving system your people can run with.
#PrivatePracticeSurvivalGuide #AIinHealthcare #PracticeManagement #EHR #HealthcareCompliance

Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast.

Get In Touch With Me
Podcast Website: https://www.privatepracticesurvivalguide.com/
LinkedIn: https://www.linkedin.com/in/brandonseigel/
Instagram: https://www.instagram.com/brandonseigel/
https://wellnessworksmedicalbilling.com/
Private Practice Survival Guide Book

This show is proudly produced at PS Studios — learn more https://www.psstudios.co/

Send us Fan Mail

Join us in this insightful episode of The Private Practice Survival Guide podcast as we explore the revolutionary impact of Artificial Intelligence on private practice with the expert Erin Clemens. Discover how AI is not just a futuristic concept but a practical tool saving countless hours, streamlining operations, and transforming the landscape of healthcare.

Erin shares her journey from skepticism to embracing AI, revealing how these technologies can be integrated into your practice for unprecedented efficiency. We dive deep into the functionalities of leading AI platforms, discussing their potential to revolutionize daily tasks and strategic planning. This conversation is a must-listen for any private practice owner looking to navigate the complexities of AI, ensuring they stay ahead in an ever-evolving digital world while maintaining the highest standards of care and ethics.

What You'll Learn:

• Erin Clemens' personal journey and early adoption of AI in her practice.
• The distinction and complementary uses of top AI tools like ChatGPT, Claude, Gemini, and NotebookLM.
• Strategies for evaluating and integrating AI tools based on specific practice needs and problems.
• Critical ethical discussions around AI in clinical documentation, patient privacy, and therapeutic judgment.
• Predictions for how AI will transform administrative roles and staffing in private practice.
• The enduring importance of human connection and critical thinking in an AI-driven future.

Empower your practice with the intelligence of tomorrow. #PrivatePracticeAI #AIinHealthcare #PracticeAutomation #ErinClemens #FutureofTherapy

Erin Clemens is the Founder and CEO of Pediatric Achievements, a multidisciplinary pediatric therapy practice that helps children through occupational, physical, and speech therapy. She is a pediatric occupational therapist turned entrepreneur who built the practice from the ground up and now leads a thriving team. Erin is also a speaker and strategist who helps busy professionals and business owners take control of their time using practical productivity systems and emerging AI tools. Her work blends real-world leadership experience with modern strategies for delegation, smarter decision-making, and AI-enhanced workflows. Erin is passionate about helping high achievers stop feeling overwhelmed and start using their time in ways that truly move the needle toward goals.

http://www.erinclemens.com

https://www.instagram.com/timemanagement.ai/

https://www.facebook.com/profile.php?id=100090417293195

Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast.

Get In Touch With Me
Podcast Website: https://www.privatepracticesurvivalguide.com/
LinkedIn: https://www.linkedin.com/in/brandonseigel/
Instagram: https://www.instagram.com/brandonseigel/
https://wellnessworksmedicalbilling.com/
Private Practice Survival Guide Book

This show is proudly produced at PS Studios — learn more https://www.psstudios.co/

Send us Fan Mail

Most practices don’t have a communication problem—they have a communication system problem. In this solo episode, Private Practice Survival Guide host Brandon Seigel breaks down how to audit, organize, and automate your patient messaging so every inquiry is acknowledged, every next step is clear, and trust is built at scale. You’ll learn why fragmented outreach creates no-shows and complaints, how to define your practice voice, and how to deploy templates and technology that meet patients where they are. If you’re ready to reduce no-shows, resolve billing disputes faster, and turn communication into a growth engine, this episode is your blueprint.

What You'll Learn:

• The critical patient touchpoints to script: first impression, onboarding, reminders, continued care, and transitions/discharge
• How to build a unified template library and refine tone, accuracy, and compliance quarterly
• Capturing patient channel preferences (email, text, phone, portal) and aligning automation to each
• Using E + R = O (Event + Response = Outcome) to handle billing disputes and non-compliance without blame
• Metrics that matter: response time, no-show rate, satisfaction, and complaint volume—and how to baseline them
• The three communication killers: gaps, redundancies, and tone drift—and how to fix them
• How to run a communication audit with an action checklist and a mystery shopper
• When and how to escalate to clinical conversations while keeping routine messaging automated

Build a communication machine that patients trust—and your team can sustain. #PrivatePractice #PatientCommunication #PracticeManagement #HealthcareAutomation #NoShowReduction

Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast.

Get In Touch With Me
Podcast Website: https://www.privatepracticesurvivalguide.com/
LinkedIn: https://www.linkedin.com/in/brandonseigel/
Instagram: https://www.instagram.com/brandonseigel/
https://wellnessworksmedicalbilling.com/
Private Practice Survival Guide Book

This show is proudly produced at PS Studios — learn more https://www.psstudios.co/

Send us Fan Mail

Discover the delicate balance between cutting-edge automation and the irreplaceable human touch in private practice. Join Brandon Seigel and special guest Will Humphreys of Virtual Rock Star as they tackle the biggest fear surrounding technology in healthcare: losing connection. This episode of The Private Practice Survival Guide explores which tasks should never be automated, how to leverage AI to enhance patient experience, and the crucial role of consistency and trust in modern healthcare. Learn how strategic automation can free up your team to focus on meaningful patient interactions, ultimately leading to a more efficient and compassionate practice. Tune in to transform your approach to operational excellence and patient care.

What You'll Learn:

• The critical distinction between human interaction and genuine connection in healthcare.
• Specific tasks that are ideal for automation to improve practice efficiency.
• How automation can either enhance or detract from the patient experience, depending on implementation.
• The importance of reliability and consistency in automated systems for building trust.
• Strategies for integrating technology while prioritizing empathetic human engagement.

Ready to optimize your practice without sacrificing the personal touch? This episode is a must-listen for anyone navigating the future of healthcare!
#PrivatePractice #Automation #HealthcareTechnology #PatientExperience #HumanConnection

Will Humphreys is a physical therapist, entrepreneur, and healthcare innovator who helps private practice owners start, scale, and sell their businesses. After founding and growing one of Arizona’s largest PT practices to five locations, Will sold the company in 2018 and launched multiple ventures, including Virtual Rockstar, which connects medical offices with highly trained virtual assistants from the Philippines.

With over two decades of experience in leadership, recruiting, and culture-building, Will has become a sought-after speaker for his dynamic, humorous, and practical approach to solving the biggest challenges facing outpatient practices. His work focuses on helping owners free themselves from administrative burdens, create raving fans among patients and teams, and build scalable systems for growth.

When he’s not speaking or running his companies, Will hosts The WillPower Podcast, where he inspires healthcare entrepreneurs to increase their impact on patients and change the broken healthcare system. He is also passionate about mentoring young professionals, faith-based initiatives, and global humanitarian work.

https://www.facebook.com/people/Will-Power-Project/61559075266036/

https://www.instagram.com/willpowerproject

https://willpower.buzzsprout.com

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

Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast.

Get In Touch With Me
Podcast Website: https://www.privatepracticesurvivalguide.com/
LinkedIn: https://www.linkedin.com/in/brandonseigel/
Instagram: https://www.instagram.com/brandonseigel/
https://wellnessworksmedicalbilling.com/
Private Practice Survival Guide Book

This show is proudly produced at PS Studios — learn more https://www.psstudios.co/

Send us Fan Mail

Build a weekly scorecard that your team can actually use to drive decisions, catch issues early, and keep your practice on track. In this episode, host Brandon Seigel explains why weekly metrics act as leading indicators, how to select 5–7 vital KPIs, and how to set green/yellow/red thresholds that trigger action before problems escalate. You’ll also hear tool options—from spreadsheets and EMR dashboards to BI platforms and http://monday.com—and a simple, high-impact meeting format to keep everyone accountable. Finally, learn how to translate numbers into a narrative your team can rally behind.

What You'll Learn:

• Weekly vs. monthly: why frequency matters and how weekly acts as a leading indicator
• The 5–7 vital KPIs to monitor (visits, cancellations/no-shows, collections, referrals, labor, utilization, reserves)
• How to set green/yellow/red thresholds with practical examples (e.g., cancellations >15%)
• A 15–30 minute meeting framework: review, identify, assign, celebrate
• Tools to build your scorecard: spreadsheets, EMR, BI tools, http://monday.com
• How to give metrics meaning through storytelling to inspire your team

Ready to turn your data into decisions and your decisions into results? Take action this week and build your scorecard.
#PrivatePractice #PracticeGrowth #KPIs #HealthcareBusiness #DataDriven

Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast.

Get In Touch With Me
Podcast Website: https://www.privatepracticesurvivalguide.com/
LinkedIn: https://www.linkedin.com/in/brandonseigel/
Instagram: https://www.instagram.com/brandonseigel/
https://wellnessworksmedicalbilling.com/
Private Practice Survival Guide Book

This show is proudly produced at PS Studios — learn more https://www.psstudios.co/

Send us Fan Mail

In this episode of the Private Practice Survival Guide, Brandon Seigel sits down with Sean Healy from Accounted4 LLC to dissect the most crucial Key Performance Indicators (KPIs) that drive actual success in private practice. They explore what metrics truly matter, how often to monitor them, and crucially, how to translate data into actionable strategies that empower practice owners. Discover how to avoid common data pitfalls and leverage financial insights to build a resilient and thriving healthcare business. This discussion provides a roadmap for transforming your practice's financial health through informed decision-making.

What You'll Learn:

• The most important weekly KPIs for private practices.
• How to use leading indicators to predict and prevent future problems.
• Blending volume and value in your KPI tracking.
• Differentiating between KPIs for knowledge vs. KPIs for action.
• The dangers of justifying poor quantitative results with qualitative feedback.
• Strategic financial planning to anticipate and mitigate challenges.
• The surprising financial cost of growth and how to prepare for it.
• Why starting KPI tracking today is crucial for long-term success.

Don't just survive, thrive! Tune in to revolutionize your practice management.

#PrivatePractice #KPIsThatMatter #HealthcareBusiness #PracticeGrowth #FinancialStrategy

Sean Healy is the President and Founder of Accounted4 LLC, a leading firm specializing in financial management and advisory services. With over two decades of experience, Sean has built Accounted4 into a trusted partner for businesses seeking expert guidance on accounting, operational strategies, and financial planning. His vision for the company centers on empowering clients with transparent, data-driven solutions tailored to their unique needs. Passionate about innovation and client success, Sean is driven with a commitment to delivering personalized service and fostering long-term financial health for the organizations Accounted4 serves.

https://accounted4llc.com/

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

https://www.linkedin.com/company/accounted4-llc

Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast.

Get In Touch With Me
Podcast Website: https://www.privatepracticesurvivalguide.com/
LinkedIn: https://www.linkedin.com/in/brandonseigel/
Instagram: https://www.instagram.com/brandonseigel/
https://wellnessworksmedicalbilling.com/
Private Practice Survival Guide Book

This show is proudly produced at PS Studios — learn more https://www.psstudios.co/

Send us Fan Mail

If your private practice income is tied to the treatment room, this episode of the Private Practice Survival Guide with Brandon Seigel reveals how to turn clinical expertise into scalable, revenue-generating assets. Learn to map repeatable processes into intellectual property, craft a compelling transformation promise, and choose the right format—group coaching, online courses, webinars, memberships, or templates. Brandon also shares a pilot-to-scale roadmap and pricing insights so you can charge for value and increase client commitment. Discover a trust-first marketing approach that leverages content, testimonials, and warm audiences.

What You'll Learn:

• Why time-for-money creates a revenue ceiling—and how scalable offerings break it
• How to turn methods into a signature framework and transformation promise
• The pros and cons of courses, group coaching, webinars, memberships, templates, and conferences
• A simple beta-to-evergreen roadmap: design, recruit, deliver, refine, soft launch, scale
• Pricing psychology that increases perceived value and outcomes
• Trust-based marketing using content, social proof, and authentic positioning

Launch your first pilot with intention and start scaling impact today. #PrivatePracticeSurvivalGuide #BrandonSeigel #ScalableOfferings #GroupCoaching #OnlineCourses

Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast.

Get In Touch With Me
Podcast Website: https://www.privatepracticesurvivalguide.com/
LinkedIn: https://www.linkedin.com/in/brandonseigel/
Instagram: https://www.instagram.com/brandonseigel/
https://wellnessworksmedicalbilling.com/
Private Practice Survival Guide Book

This show is proudly produced at PS Studios — learn more https://www.psstudios.co/

Send us Fan Mail

Unlock the secrets to building successful digital products and transform your clinical expertise into profitable online courses with Greg Todd! In this episode, we dive deep into the journey from clinician to course creator, exploring how healthcare professionals can leverage their knowledge to generate alternative revenue streams. Greg shares his invaluable insights on identifying your niche, structuring your content, and utilizing cutting-edge AI tools to simplify the creation process. Learn how to avoid common pitfalls, understand the buyer's mindset, and strategically price your offerings for sustainable growth and "mailbox money." This is essential listening for any healthcare practitioner looking to scale their impact and income.

What You'll Learn:

• The critical first step to becoming a course creator: recording your knowledge.
• How to define your target audience and problem with the "one person, one problem, one solution, one framework" approach.
• Practical tools and AI platforms for content creation, transcription, and visual branding.
• Common mistakes beginner course creators make and how to avoid them.
• Strategies for understanding market demand and pricing your digital products effectively.
• The importance of building brand reputation and playing the long game in online product sales.

Ready to turn your expertise into a thriving digital product business? Listen now and start your journey to financial freedom and expanded impact!

#DigitalProducts #CourseCreation #GregTodd #HealthcareEntrepreneurship #PrivatePractice

Greg Todd is a husband, father, entrepreneur, and coach dedicated to transforming healthcare professionals’ lives. A former physical therapist, Greg turned burnout into a mission to empower others, founding Smart Success Healthcare and generating over $30M in revenue across multiple ventures. He’s committed to helping 10,000 providers break free from burnout, build thriving online businesses, and create balanced, purpose-driven lives.

https://www.instagram.com/gregtoddpt/

Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast.

Get In Touch With Me
Podcast Website: https://www.privatepracticesurvivalguide.com/
LinkedIn: https://www.linkedin.com/in/brandonseigel/
Instagram: https://www.instagram.com/brandonseigel/
https://wellnessworksmedicalbilling.com/
Private Practice Survival Guide Book

This show is proudly produced at PS Studios — learn more https://www.psstudios.co/

Send us Fan Mail

Planning your partnership exit before you need it is one of the smartest moves a private practice owner can make. In this episode of Private Practice Survival Guide, Brandon Seigel lays out the anatomy of a resilient partnership—from ownership and decision-making to dispute resolution and exit provisions—so you can minimize disruption and protect patient care.

You’ll learn how to structure buy-sell agreements, leverage first right of refusal, and use valuation methods like EBITDA and multiples to prepare for a smooth transition. Brandon also shares a communication framework for hard conversations and a readiness checklist across legal, financial, and operational pillars.

What You'll Learn

• Why proactive, well-documented partnerships outperform reactive ones
• The key components of a strong partnership agreement (ownership, roles, compensation, dispute resolution)
• How to design exit and buyout provisions, including first right of refusal and third-party valuation
• Valuation essentials: EBITDA, multiples, goodwill, and patient panel value
• A framework for crucial conversations and documenting agreements
• Legal, financial, and operational readiness steps for planned or unplanned exits
• How to navigate partnership endings while preserving patient continuity and professionalism

Make clarity your competitive advantage—start your partnership health review and a “what if” conversation today. #PrivatePracticeSurvivalGuide #PartnershipExit #PracticeValuation #HealthcareEntrepreneurship #BuySellAgreement

Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast.

Get In Touch With Me
Podcast Website: https://www.privatepracticesurvivalguide.com/
LinkedIn: https://www.linkedin.com/in/brandonseigel/
Instagram: https://www.instagram.com/brandonseigel/
https://wellnessworksmedicalbilling.com/
Private Practice Survival Guide Book

This show is proudly produced at PS Studios — learn more https://www.psstudios.co/

Send us Fan Mail

Buy-sell agreements are the overlooked safety net that determines whether your practice survives partnership turbulence or gets stuck in a deadlock. Host Brandon Seigel sits down with attorney Vanessa Ferguson to explain what a buy-sell agreement really does, why you may need one even before adding a partner, and the critical provisions most owners miss—valuation, funding, and tailored trigger events. They also unpack the risks of 50/50 splits, the difference between profit sharing and ownership, and how to prevent outside parties from gaining control in messy life events. If you’re considering a partner or thinking about offering equity to employees, this episode will help you protect your practice before problems arise.

What You'll Learn

• What a buy-sell agreement is and why it’s essential even pre-partnership
• How to document ownership and avoid 50/50 deadlocks
• The most important triggers to include (e.g., fraud, relocation, non-participation)
• Why valuation and funding provisions are non-negotiable
• The difference between profit sharing and ownership—and safer incentive options
• How to separate financial benefits from control when outsiders gain an interest
• When to review and update agreements as dynamics change

Protect your practice like it matters—because it does. Like, subscribe, and share this episode with a colleague who needs to hear it today. #PrivatePractice #BuySellAgreement #PracticeOwnership #Partnership #LegalStrategy

Vanessa Ferguson is a business and intellectual property attorney and founder of Fidara Legal, PLLC. She helps private practice owners and entrepreneurs protect their brands, content, and contracts before legal issues disrupt growth. Vanessa brings a practical, preventative approach to law rooted in IP, privacy, and long-term business strategy.

http://FidaraLegal.com

Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast.

Get In Touch With Me
Podcast Website: https://www.privatepracticesurvivalguide.com/
LinkedIn: https://www.linkedin.com/in/brandonseigel/
Instagram: https://www.instagram.com/brandonseigel/
https://wellnessworksmedicalbilling.com/
Private Practice Survival Guide Book

This show is proudly produced at PS Studios — learn more https://www.psstudios.co/

Send us Fan Mail

Your energy isn’t a luxury—it’s the fuel behind every decision, patient interaction, and culture cue in your practice. In this solo episode, you’ll learn how to audit your energy, build micro‑reset recovery rituals, and protect high‑energy blocks so you can lead sustainably. We break down the four dimensions of energy—physical, mental, emotional, and spiritual—and translate them into practical frameworks for team culture, scheduling, sleep, and movement. You’ll also hear when to delegate chronic drainers like HR and insurance, and how small calendar shifts can transform outcomes.

What You'll Learn

• Why energy is a core business asset and the hidden costs of burnout
• How to audit energy givers/drainers and reallocate time toward your strengths
• The four dimensions of energy and how to protect each one
• Micro‑resets and recovery rituals that fit between sessions and meetings
• Sleep, nutrition, hydration, and movement as leadership strategies
• Culture tactics: psychological safety, huddles, and celebrating small wins
• Designing an ideal energy week and setting non‑negotiable boundaries
• When to outsource (fractional HR, medical billing) to reclaim your energy

Protect your energy, protect your practice—start with one action today. #PrivatePractice #HealthcareLeadership #BurnoutPrevention #EnergyManagement #PracticeGrowth

Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast.

Get In Touch With Me
Podcast Website: https://www.privatepracticesurvivalguide.com/
LinkedIn: https://www.linkedin.com/in/brandonseigel/
Instagram: https://www.instagram.com/brandonseigel/
https://wellnessworksmedicalbilling.com/
Private Practice Survival Guide Book

This show is proudly produced at PS Studios — learn more https://www.psstudios.co/

Send us Fan Mail

In this insightful episode, join us as we delve into 'The Gap and The Gain' with renowned business coach Jamey Schrier of Practice Freedom U. Discover how this transformative concept, originated by Dan Sullivan, can revolutionize the way private practice owners measure progress, celebrate achievements, and avoid the pervasive trap of burnout. Jamey shares invaluable strategies for shifting your mindset from perpetually striving for an elusive future ideal to acknowledging and appreciating the significant strides you've already made. Learn how embracing gratitude and reframing your approach to goal setting can dramatically impact your professional success and personal well-being. This discussion offers a fresh perspective on leadership, employee engagement, and cultivating a thriving practice culture.

What You'll Learn:

• The fundamental difference between 'The Gap' (measuring against a future ideal) and 'The Gain' (measuring against past performance).
• How to prevent burnout by focusing on achieved progress rather than unreached goals.
• Practical journaling techniques for cultivating an attitude of gratitude and its neurochemical benefits.
• The importance of realistic goal setting and viewing goals as 'milestones' within a larger vision.
• Strategies for empowering your team and fostering a culture of appreciation and progress within your practice.
• How personal well-being is intrinsically linked to professional success through these principles.

Don't miss this opportunity to redefine your approach to success and cultivate a truly thriving private practice. Invest in yourself and your future today! #PrivatePractice #BusinessGrowth #LeadershipDevelopment #GratitudePractice #AvoidBurnout

Jamey Schrier, PT is a leading practice growth expert who helps physical therapists, occupational therapists, and mental health professionals build more profitable, freedom-driven practices. Known for turning complex business challenges into clear, actionable solutions, Jamey has helped hundreds of practice owners increase revenue, improve patient flow, reduce dependence on insurance pressures, and create greater financial stability—without being tied down to the clinic. Through his practical strategies, he empowers owners to reclaim their time, strengthen their businesses, and rediscover their passion for the work they do.

https://practicefreedomu.com/

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

https://www.facebook.com/PracticeFreedomU

https://www.linkedin.com/company/practice-freedom-u/

Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast.

Get In Touch With Me
Podcast Website: https://www.privatepracticesurvivalguide.com/
LinkedIn: https://www.linkedin.com/in/brandonseigel/
Instagram: https://www.instagram.com/brandonseigel/
https://wellnessworksmedicalbilling.com/
Private Practice Survival Guide Book

This show is proudly produced at PS Studios — learn more https://www.psstudios.co/

Send us Fan Mail

Want a feedback culture that actually increases engagement and lowers turnover? You’ll get simple, repeatable systems you can run in five minutes a week. Learn how to launch Feedback Fridays (win, struggle, request), replace the broken feedback sandwich with a curiosity-first framework, and build psychological safety with monthly mistake celebrations. You’ll hear the data behind why follow-through matters and how to use lightweight tools for remote teams, reviews, and upward feedback.

What You'll Learn:

• How to run Feedback Fridays so every voice is heard (win, struggle, request)
• Why the feedback sandwich fails—and what to use instead
• The five-step curiosity-first feedback framework that boosts receptiveness
• Data points that connect feedback, trust, engagement, and turnover
• How to build psychological safety with a monthly mistake celebration
• Practical systems for reviews, upward feedback, and remote check-ins

Take these playbooks and act this week—small, consistent rituals create big cultural shifts. #PrivatePractice #Leadership #EmployeeEngagement #FeedbackCulture #HealthcareBusiness

Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast.

Get In Touch With Me
Podcast Website: https://www.privatepracticesurvivalguide.com/
LinkedIn: https://www.linkedin.com/in/brandonseigel/
Instagram: https://www.instagram.com/brandonseigel/
https://wellnessworksmedicalbilling.com/
Private Practice Survival Guide Book

This show is proudly produced at PS Studios — learn more https://www.psstudios.co/

Send us Fan Mail

In this episode, Amy Lafko, the leader in people management, returns to the Private Practice Survival Guide podcast to tackle the often-challenging topic of difficult conversations. She provides invaluable insights into addressing performance issues while strengthening workplace relationships. Amy shares her unique framework for transforming conflict into an opportunity for connection, emphasizing the power of mindset, genuine curiosity, and active listening.

Discover how to move beyond transactional interactions to foster an environment of growth and mutual understanding. This discussion is a must-listen for leaders and managers looking to navigate tough talks with confidence and build more resilient teams. Learn strategies for effective feedback, understanding employee transitions, and the importance of transparent communication in performance management.

What You'll Learn:

• How to reframe conflict as an opportunity to build relationships.
• The importance of genuine curiosity and asking powerful open-ended questions.
• Utilizing the 'E+R=O' framework for clear communication and desired outcomes.
• Strategies to challenge automatic negative thoughts and assumptions.
• The distinction between coaching and termination, and how to approach each.
• Why transparent communication and clear expectations are crucial for performance management.
• Common mistakes leaders make when giving feedback and how to avoid them.
• The 'people-first' approach to performance discussions, focusing on shared goals and solutions.

Join us as Amy Lafko shares her expertise on fostering productive and respectful workplace dialogues.

#DifficultConversations #LeadershipSkills #PerformanceManagement #WorkplaceCommunication #AmyLafko

Amy Lafko is a leadership and organizational design expert, mainstage speaker, author, and facilitator. Known for her “People First” method, she brings a step-by-step process to put employee engagement and empowerment into practice. Having spent 20+ years in healthcare leadership roles, her work is inspired by her personal transformation as a leader. That inspiration and her energy is multiplied every time she assists someone with their own shift in mindset and intentions.

Her book, People First: A Proven Method for an Exceptional Healthcare Practice was an Amazon bestselling new release. In addition to founding Cairn Consulting Solutions, LLC and being certified in TTI Success Insights DISC, Driving Forces and Emotional Intelligence, Amy has earned her MSPT from Ithaca College, her MBA from Loyola University of MD.

https://cairncs.com/

https://www.facebook.com/amy.lafko1

https://www.instagram.com/amy.lafko/

https://www.youtube.com/channel/UCd9wuEYF1vSuoD57cq-I57w

Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast.

Get In Touch With Me
Podcast Website: https://www.privatepracticesurvivalguide.com/
LinkedIn: https://www.linkedin.com/in/brandonseigel/
Instagram: https://www.instagram.com/brandonseigel/
https://wellnessworksmedicalbilling.com/
Private Practice Survival Guide Book

This show is proudly produced at PS Studios — learn more https://www.psstudios.co/

Send us Fan Mail

If your private practice is stuck in the weekly content scramble, this episode lays out a simple, repeatable system to turn one long-form piece into a month of distribution. Learn how to use a content multiplication matrix to convert a single episode into 10 outputs, build a three-tier content pyramid, and batch your creation to reduce context switching and stress.

Discover why short-form video is outperforming static posts, how to design an evergreen library with categories your audience will actually search for, and how to align content to a seasonal rotation calendar. We’ll cover the essential metrics to track, lightweight tools to measure them, and a 90-day review to dial in ROI—plus smart delegation, content briefs, and idea banks to keep the machine running.

What You'll Learn:

• The content multiplication matrix that turns one long-form asset into 10 targeted outputs
• The long-, medium-, and short-form content pyramid and where each piece lives
• Batching tactics that eliminate context switching and improve quality
• Evergreen categories and seasonal content planning for compounding results
• ROI metrics to monitor (traffic, inquiries, referrals, list growth, engagement)
• How to delegate editing, graphics, and scheduling with clear content briefs
• Idea bank workflows and AI tools to speed up repurposing

Ready to replace scramble with strategy? Build your content engine today and watch distribution become your growth multiplier.
#PrivatePractice #ContentMarketing #RepurposeContent #EvergreenContent #HealthcareMarketing

Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast.

Get In Touch With Me
Podcast Website: https://www.privatepracticesurvivalguide.com/
LinkedIn: https://www.linkedin.com/in/brandonseigel/
Instagram: https://www.instagram.com/brandonseigel/
https://wellnessworksmedicalbilling.com/
Private Practice Survival Guide Book

This show is proudly produced at PS Studios — learn more https://www.psstudios.co/