All Things Private Practice Podcast

Episode 164: Nurture Financial Confidence: Relationship-Focused Strategies [featuring Megan Hale]


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In this episode, I talk with Megan Hale, a scaling strategist for established social entrepreneurs and founder of the 2% Pledge, about her journey from psychotherapy to becoming a successful entrepreneur and how she empowers other entrepreneurs to create financial wellness with her DreamMoney™ framework.

Key Takeaways:

  1. Transformative Financial Mindsets: Megan highlights how understanding your personal relationship with money and addressing money shame and trauma can be a game-changer for business success. Shifting from an anxious-avoidant attachment to a nurturing one with money is crucial.
  2. Innovative Tools for Sustainable Growth: Learn about Megan’s DreamMoney™ framework and her exciting venture, the DreamMoney™ App. These tools help entrepreneurs develop deliberate, reliable, easeful, abundant, and meaningful (DREAM) financial strategies, ensuring sustainable business scaling.
  3. Empowering Entrepreneurial Journeys: Megan’s story is a testament to the power of resilience and vision. She shares her experiences of navigating new business terrains, seeking investor funding, and turning ideas into action, all while battling self-doubt and fostering a growth mindset.

More about Megan:

Megan Hale is a scaling strategist for established social entrepreneurs who are changing the world through their work & the founder of the 2% Pledge, a social initiative helping more entrepreneurs build a sustainable giveback into their business. With a background in psychotherapy and bringing a deeply holistic lens to business growth, she's known for helping her clients integrate their wisdom into cohesive offer suites that create more ease and flow. She got her start in the business space by helping entrepreneurs understand the ins and outs of sustainable cash flow design with her DreamMoney™ framework. Her newest venture is building the DreamMoney™ app - a platform that's bringing her entire cash flow methodology to more users providing the key revenue planning tools and business finance insights entrepreneurs need to sustainably scale.

  • Instagram: instagram.com/meganhaleco
  • Website: meganhale.co
  • App: meganhale.co/app

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Thanks to Our Sponsors: The Receptionist for iPad, Alma, & All Things Private Practice + Empowered Escapes 2025 Retreats & Summits!

✨ The Receptionist for iPad

Thanks to The Receptionist for iPad for sponsoring this episode.

The Receptionist offers an iPad list check-in option where clients can scan a QR code to check in, which negates the need for you to buy an iPad and stand. Go to thereceptionist.com/privatepractice and sign up for a free 14-day trial. When you do, you'll get your first month free. And don't forget to ask about our iPad list check-in option.

Alma

Thanks to Alma for sponsoring this episode.

Building and managing the practice you want can be challenging. That’s why Alma offers tools and resources to help you build not just any practice, but your private practice. They’ll help you navigate insurance, access referrals who are the right fit for you, and efficiently manage administrative tasks — so you can spend less time on the details, and more time delivering great care. You support your clients. Alma supports you. Visit helloalma.com/ATPP to learn more.

All Things Private Practice + Empowered Escapes 2025 Retreats & Summits

Learn about retreat opportunities at allthingspractice.com and empoweredescapes.com. Doubt yourself, do it anyway.

Mentioned in this episode:

Alma

I want to thank Alma for sponsoring this episode.

Building and managing the practice you want can be challenging. That’s why Alma offers tools and resources to help you build not just any practice, but your private practice. They’ll help you navigate insurance, access referrals who are the right fit for you, and efficiently manage administrative tasks — so you can spend less time on the details, and more time delivering great care. You support your clients. Alma supports you. Visit helloalma.com/ATPP to learn more.

The Receptionist for iPad

I want to thank The Receptionist for iPad for sponsoring this episode.

From new patients faced with an empty lobby and no idea where to find their therapist to clinicians with a session running over time and the doorbell ringing, some of the most anxiety-ridden moments of a therapy appointment happen before a session even starts. The Receptionist for iPad, helps you tackle some of that pre-appointment apprehension and anxiety. The Receptionist for iPad is an easy-to-use digital client check-in system that helps your visitors check in securely to their appointments and notify their practitioners of their arrival via SMS, email, or your preferred channel. No more confusion, and less lobby checking or having clients sign in on paper logbooks. It can even help you upgrade and update your demographic information for your clients as well and even validate parking.
Start a 14-day free trial of the Receptionist for iPad by going to thereceptionist.com/privatepractice. Make sure to start your trial with that link and you'll also get your first month free if you decide to sign up.

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All Things Private Practice PodcastBy Patrick Casale

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