  Hey Group Practice listeners! New podcast episode out today! In this episode, you're getting a clip from this month's expert training in the Exchange Membership where Melissa Wesner and Daniel Mayer of Protecting Your Practice talk about who you need on your team for group practice success.     In this episode we cover:    When it's time to hire an attorney   The importance of an accountant/bookkeeper   The role of an HR consultant   Roles your practice may grow to need later on   This episode is sponsored by TherapyNotes. TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner.    Do you ever wish for a financial therapist who could relieve you from the last few months’ bookkeeping, talk you off the edge when you're running into issues with Quickbooks, or help you work through a profit plan for growth? GreenOak Accounting does just that! GreenOak Accounting is an accounting firm that specializes in working with group practices. Their value goes WAY beyond bookkeeping; they can help you get on track for financial success. Schedule a free consultation by going to http://greenoakaccounting.com/tgpe

Episode 182: [Expert Extra] Assembling the Team You Need

I hope you find the podcast topics useful in growing and thriving your group practice. If you have a specific topic you would like me to discuss in an episode, I’d love for you to leave me a message at maureen@thegrouppracticeexchange.com. The goal of this podcast is to help practice owners learn ways to grow their practices. Hear about all the topics that related to group practice ownership. Hear other group practice owners talk about how they run their business. From start up to thriving, find useful information that’s sure to help you in your process of growing your group practice!

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Have you ever wondered how understanding your team's instinctive problem-solving styles could transform your leadership and enhance collaboration?  In this episode, I had a conversation with Niki Ramirez from HR Answers about just that. We explored the Kolbe A™ Index and its impact on group practice leadership teams. Join our conversation to learn more about:   The essence of the Kolbe A™ Index and how it identifies our natural instincts for taking action.   An overview of the four action modes defined by the Kolbe A™ Index that influence our problem-solving approaches.   Personal reflections on our own Kolbe results and the insights gained from them.   The benefits that group practice owners can reap by acknowledging and valuing the diverse instinctive strengths of their teams.   Nikki's expert advice on how to effectively integrate Kolbe assessments into team development for a more inclusive and dynamic work environment.   My chat with Nikki was not only insightful but also a testament to the power of embracing the unique talents within our teams. I'm convinced that leaders who leverage tools like the Kolbe A™ Index are well on their way to fostering a more collaborative and successful practice. Thanks for listening! Like what you heard? Give us 5 stars on whatever platform you’re listening from. Need extra support? Join The Exchange, a membership community just for group practice owners on our website www.thegrouppracticeexchange.com/exchange. Talk to you next time!   Resources mentioned in this episode: The Group Practice Exchange Programs + Courses The Accountability Equation™ Quiz   Connect with Maureen Werrbach & The Group Practice Exchange: Website Facebook Instagram LinkedIn   Connect with Niki Ramirez and HR Answers: HR Answers Website  Niki’s LinkedIn HR Answers Facebook    This episode is sponsored by TherapyNotes. TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner.   Do you ever wish for a financial therapist who could relieve you from the last few months of bookkeeping, talk you off the edge when you're running into issues with Quickbooks, or help you work through a profit plan for growth? GreenOak Accounting does just that! GreenOak Accounting is an accounting firm that specializes in working with group practices. Their value goes WAY beyond bookkeeping; they can help you get on track for financial success. Schedule a free consultation by going to http://greenoakaccounting.com/tgpe  

Episode 240 | Leveraging Kolbe A™ Index for Enhanced Team Dynamics with Niki Ramirez

Have you been diligently tracking metrics and setting goals for your practice, but are still stuck not seeing visible results?   In today's episode I took a deep dive into how to actually get your team to take action to make progress toward your practice’s goals. Because success doesn’t come from setting goals or tracking metrics; it comes as the result of the actions we take based on the information we gather.   In this episode, I focus on the importance of action in achieving our objectives as group practice owners. I discussed the significance of leadership meetings, not just as a formality, but as a platform to celebrate our successes, assess our journey, and activate our team for action. I also explain the need to distill our larger goals into smaller, more manageable tasks, setting quarterly and biweekly milestones to keep us on track. If you have some big goals for your group practice that you’re ready to set in motion, join me to learn more about:    The role of action in driving tangible progress and results within a group practice Sharing an effective structure of leadership meetings that result in action taking How to regularly assess where your team stands in relation to practice goals to help maintain focus and direction Exploring the concept of breaking down large goals into smaller, manageable steps in your practice Examples of how a practice might use their accountability tracker including examples of yearly goals, quarterly goals, and biweekly action items    Remember that setting goals is just the beginning. It's the consistent, deliberate actions we take that will lead you to success in your group practice. Let's keep moving forward, one step at a time!   Thanks for listening! Like what you heard? Give us 5 stars on whatever platform you’re listening from. Need extra support? Join The Exchange, a membership community just for group practice owners on our website www.thegrouppracticeexchange.com/exchange. Talk to you next time!   Resources mentioned in this episode: The Group Practice Exchange Programs + Courses The Accountability Equation™ Quiz   Connect with Maureen Werrbach & The Group Practice Exchange: Website Facebook Instagram LinkedIn   This episode is sponsored by TherapyNotes. TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner.   Do you ever wish for a financial therapist who could relieve you from the last few months of bookkeeping, talk you off the edge when you're running into issues with Quickbooks, or help you work through a profit plan for growth? GreenOak Accounting does just that! GreenOak Accounting is an accounting firm that specializes in working with group practices. Their value goes WAY beyond bookkeeping; they can help you get on track for financial success. Schedule a free consultation by going to http://greenoakaccounting.com/tgpe

Episode 239 | From Goals to Action: Structuring Leadership Meetings for Tangible Results

Have you ever wondered what it looks like to tackle implementing accountability in a growing group practice?    In this episode, I had a conversation with Abby Morgan, a fellow group practice owner who attended The Accountability Equation™ Accelerator in October. We dove deep into the complexities of instilling accountability within her expanding team at Sea Level Counseling & Wellness.   In our discussion, Abby opened up about the hurdles she's facing as her practice grows and roles within her practice change. We explored the critical role of clearly defining leadership roles and the shared responsibilities that come with them, particularly in the hiring process. This episode is a must-listen for anyone looking to enhance team performance and accountability through proactive communication and strategic leadership.   Join us to hear our chat where we covered:  The significance of clear role definitions within a leadership team to ensure everyone knows their responsibilities. Strategies for effective hiring processes that align with your practice's accountability standards. The benefits of leadership rotation in promoting empathy and collaboration among team members. Emphasis on proactive communication and collaboration in addressing accountability issues. Abby's pledge to keep accountability discussions at the forefront, recognizing their importance for sustainable growth.    This conversation with Abby was incredibly insightful, highlighting that as leaders, we must be intentional about fostering a culture of accountability. It's not just about growth; it's about growing right. Remember, a team that understands their roles and responsibilities is a team that can thrive.    Thanks for listening! Like what you heard? Give us 5 stars on whatever platform you’re listening from. Need extra support? Join The Exchange, a membership community just for group practice owners on our website www.thegrouppracticeexchange.com/exchange. Talk to you next time!   Resources mentioned in this episode: The Group Practice Exchange Programs + Courses The Accountability Equation™ Quiz   Connect with Maureen Werrbach & The Group Practice Exchange: Website Facebook Instagram LinkedIn   About Abby Morgan: Abby Morgan started her career in inpatient and community mental health after earning her Master of Social Work from Virginia Commonwealth University. With a passion for connecting with individuals with chronic mental illness, she later transitioned to private practice and outpatient clinics, where she witnessed the communication gaps among treatment providers and the neglect of work-life balance. In 2019, Abby founded Sea Level Counseling and Wellness with the mission of providing comprehensive trauma-informed services under one roof. Starting with a 1200 sq ft office and 1 employee, Sea Level Counseling and Wellness has grown to a 5100 sq ft space with 13 staff and 4 clinical partners, all trained in EMDR therapy. Looking ahead, Abby aims to establish a non-profit arm and expand community involvement through workshops and corporate wellness initiatives.   Connect with Abby Morgan: Website Instagram Facebook   This episode is sponsored by TherapyNotes. TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner.   Do you ever wish for a financial therapist who could relieve you from the last few months of bookkeeping, talk you off the edge when you're running into issues with Quickbooks, or help you work through a profit plan for growth? GreenOak Accounting does just that! GreenOak Accounting is an accounting firm that specializes in working with group practices. Their value goes WAY beyond bookkeeping; they can help you get on track for financial success. Schedule a free consultation by going to http://greenoakaccounting.com/tgpe

Episode 238 | Implementing The Accountability Equation™ with Abby Morgan

Do you want to create a culture of accountability within your group practice, but not sure exactly where to start?    In this episode, I share what true accountability looks like in your practice, and the first steps to take to begin setting up effective accountability practices. I explore how accountability is not just about keeping track of tasks, but about building a system that supports your team and your business.    If you’re ready to take the first step to a thriving practice, join me to learn more about:    The importance of accountability in organizational culture and change management The five essential components of the accountability equation and the significance of each step in creating a holistic accountability structure Strategies for fostering effective communication, increasing engagement, and promoting teamwork Tips for managing roles and responsibilities within your practice Steps you can take right now to begin creating a culture of clarity, collaboration, and success    As you listen to this episode, I encourage you to take a moment to reflect on your own accountability structures. Are they serving you and your team effectively?    If not, I invite you to take our quiz to assess your accountability needs and consider joining our upcoming group cohort. Remember, the accountability equation is more than a tool—it's a pathway to fostering a culture of clarity, collaboration, and growth in your group practice.   Thanks for listening! Like what you heard? Give us 5 stars on whatever platform you’re listening from. Need extra support? Join The Exchange, a membership community just for group practice owners on our website www.thegrouppracticeexchange.com/exchange. Talk to you next time!   Resources mentioned in this episode: The Group Practice Exchange Programs + Courses The Accountability Equation™ Quiz   Connect with Maureen Werrbach & The Group Practice Exchange: Website Facebook Instagram LinkedIn   This episode is sponsored by TherapyNotes. TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner.   Do you ever wish for a financial therapist who could relieve you from the last few months of bookkeeping, talk you off the edge when you're running into issues with Quickbooks, or help you work through a profit plan for growth? GreenOak Accounting does just that! GreenOak Accounting is an accounting firm that specializes in working with group practices. Their value goes WAY beyond bookkeeping; they can help you get on track for financial success. Schedule a free consultation by going to http://greenoakaccounting.com/tgpe

Episode 237 | The First Steps to Accountability Mastery

Have you ever experienced a time when achieving success didn't lead to the fulfillment and joy you sought?   In this episode, I have a heart-to-heart with Kasey Compton, a therapist, self-love advocate, and accomplished entrepreneur who has led four thriving businesses, propelling her mental health practice into multi-million-dollar territory. We chat about her latest book "In Search of You", which mirrors Kasey's personal quest for meaning beyond success. During our conversation, we uncover how her journey of self-discovery has enriched both her business and personal life.   Here's a snapshot of what we covered in our conversation:  Kasey opens up about the life experiences that led her to write "In Search of You," sharing her path as a high-achieving woman in search of something more fulfilling. The importance of self-love and introspection when it comes to achieving fulfillment amidst the pursuit of success. We delve into the core message of the book, which encourages women to embark on their own journeys of self-discovery to find deeper satisfaction in life. Kasey’s approach to writing the book, including the challenges she faced and how she overcame them to bring her story to the page.    It was truly inspiring to hear Kasey's story and her mission to empower other women through her writing. If you're on a quest for personal fulfillment or know someone who is, I encourage you to read Kasey’s book "In Search of You". Remember, it's not just about what you achieve, but who you become in the process.   Thanks for listening! Like what you heard? Give us 5 stars on whatever platform you’re listening from. Need extra support? Join The Exchange, a membership community just for group practice owners on our website www.thegrouppracticeexchange.com/exchange. Talk to you next time!   Resources mentioned in this episode:  "In Search of You" by Kasey Compton Vitamin Patch Club    Connect with Kasey Compton:  Website Facebook Instagram    Connect with Maureen Werrbach & The Group Practice Exchange:  Website Facebook Instagram LinkedIn    This episode is sponsored by TherapyNotes. TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner.   Do you ever wish for a financial therapist who could relieve you from the last few months of bookkeeping, talk you off the edge when you're running into issues with Quickbooks, or help you work through a profit plan for growth? GreenOak Accounting does just that! GreenOak Accounting is an accounting firm that specializes in working with group practices. Their value goes WAY beyond bookkeeping; they can help you get on track for financial success. Schedule a free consultation by going to http://greenoakaccounting.com/tgpe

Episode 182: [Expert Extra] Assembling the Team You Need

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