For the 200th episode of the podcast, John sits down with fractional CFO and accountant, Sophie Plappert, to discuss how to make a financial plan for your practice. Find out how well your business is doing by taking our Healthy Private Practice Assessment: https://2dtyclgi7f9.typeform.com/to/ksG0SUu7 Get started with Jane and get 1 month free if you mention John Clarke or PPW at checkout! Sign up using this link: https://jane.app/mentalhealth Bio: Sophie Plappert has over 10 years experience in accounting, bookkeeping, wealth management, and financial planning. Having experienced many sides of the financial services world, she developed a passion for getting deeper into her client's businesses, understanding their goals, and helping create a plan to reach them. She founded SJP Services Group in 2020 after leaving the corporate world in search of more flexibility and a way to make a bigger impact. Website: sjpservicesgroup.com Instagram: @sjpservicesgroup

Financial Planning for Therapists #200

This podcast is the only resource you need to learn how to market and grow your business as a counselor, psychologist, or therapist in private practice. Hosted by John Clarke, a licensed psychotherapist, and private practice consultant, this show is packed with powerful and effective techniques that will allow you to build your practice into exactly what you want it to be. If you want targeted marketing advice from a private practitioner who knows what it takes to build a practice, then you've come to the right place!

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Investing

Careers

Management & Marketing

Business News

Shopping

Management

How to Streamline Your Practice Using Waybook with Mike Bandar   In this conversation, John Clarke interviews Mike Bandar, the co-founder of Waybook, a software tool for systemizing and documenting business processes. They discuss the importance of systems and processes in running a successful business, the benefits of using Waybook in a group practice, and how it can improve efficiency and consistency. They also explore the features of Waybook, such as the search function and the learning management system, and how it can be used as an internal Wikipedia for a business. They discuss the process of getting started with Waybook and how it can support buying and selling businesses. Finally, they touch on the desire for time freedom and the need to overcome the ego as a founder to delegate and systemize effectively. In this conversation, John Clarke, LPCC, and Mike Bandar discuss the importance of therapists letting go of control and the deeper issues that may be behind the need for control. They also express the irony of therapists struggling with control themselves. The conversation concludes with Mike expressing gratitude for the support from John and discussing how Waybook can help business owners.   Takeaways   Systemizing and documenting business processes is essential for running a successful business.  Waybook can improve efficiency and consistency in a group practice by providing a centralized source of knowledge and resources.  The search function and learning management system in Waybook make it easy to find and access information.  Getting started with Waybook involves identifying the key areas of knowledge and documenting the core processes within those areas.  Waybook can be a valuable tool for buying and selling businesses, as it provides a comprehensive playbook and operating manual. Therapists should work on letting go of control and addressing the deeper issues that may be causing the need for control.  The irony of therapists struggling with control themselves is an interesting observation.  Waybook can provide support and help business owners streamline their processes.  Consider hiring a practice manager or consultant to help build and optimize Waybook.   Mike Bandar is a Co-Founder of Waybook.com. The business playbook tool enabling teams to document their systems, knowledge and process for effective onboarding, training and knowledge management for growing teams. Waybook exists to support leaders get their business on the same page. Free Waybook trial here: https://www.waybook.com/partners/john-clarke Learn more about Jane at www.jane.app/mentalhealth-us, and mention the code PPW1MO for a 1-month grace period on your new Jane account.

How to Streamline Your Practice Using Waybook with Mike Bandar #226

Tune in to learn exactly how to create a powerful sales funnel for your private practice with Brent Stutzman of Brand Your Practice, Inc. and TheraSaas. https://brandyourpractice.com https://therasaas.com Learn more about Jane at jane.app/mentalhealth-us. You can also mention the code PPW1MO for a 1-month grace period on your new Jane account.  

Sales Funnels in Private Practice with Brent Stutzman #225

Automate Your Superbills with Mentaya John is joined by Mentaya CEO Christine Li to learn about how Mentaya completely automates the process of clients receiving and getting reimbursed from their superbills. www.mentaya.com Head to jane.app/mentalhealth-us to book a 1-on-1 demo. You can use the code PPW1MO at signup for a 1-month grace period on your new Jane Account.   

Automate Your Superbills with Mentaya #224

IFS Therapy as a Non-Pathologizing Approach with Derek Scott #223 Join us for a live interview with IFSCA founder Derek Scott to learn about Internal Family Systems therapy. https://ifsca.ca/ https://www.youtube.com/c/DerekScott https://ifsca.ticketleap.com/

IFS Therapy as a Non-Pathologizing Approach with Derek Scott #223

John is back from a hiatus with renewed vision and direction for the show. In this episode, John checks in with some updates and then shares a clip of a live lesson that he taught on how to write your company values inside one of his mastermind groups. Announcing NEW program open now: Group Practice Accelerator! Find out more and apply here: http://privatepracticeworkshop.com/gpa

Financial Planning for Therapists #200

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