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InvestingDoc episodes

  • You Can’t Scale Your Medical Practice Without the Right Team

    Growing a private medical practice takes more than great patient care. You need the right team, clear systems, and the leadership to let people do their jobs.I’m Brad, a physician and owner of a multimillion-dollar private practice. In this video, I share tough-love lessons on hiring, delegation, medical billing, front desk performance, and building a team that can grow with your business.We’ll cover:• Why your early hires may need different roles as you scale• How billing and front desk problems can threaten cash flow• Why great employees still need clear expectations and authority• How to identify your biggest staffing and operational bottlenecks• When the problem is your leadership—not your employeeStarting or scaling an independent medical practice? Learn from my mistakes before you multiply them across your business.What’s your biggest challenge with hiring or managing your practice? Share it in the comments.Subscribe for more on private practice ownership, healthcare entrepreneurship, and medical practice growth.want to join the MSO, email me [email protected] website 🖥️: https://www.investingdoc.comMy podcast Spotify Link🎧: https://open.spotify.com/show/3JxluO7mJOSE312G1Ul9dgApple Podcast Link 🎧: https://podcasts.apple.com/us/podcast/investingdoc/id1790276462My Instagram: https://www.instagram.com/investingdoc/My Twitter: https://x.com/InvestingDocMy Facebook Group: https://www.facebook.com/groups/investingdocReddit Group: https://www.reddit.com/r/PrivatePracticeDocs/Want to consult with me for your practice: Book here. https://investingdoc.com/consulting

    26 min
  • When to Hire Another Doctor, NP or PA: The Real Cost of Growing

    When should you hire another doctor, nurse practitioner, or physician assistant for your private practice? Hiring too early can drain your cash flow—but waiting too long can hold back your growth.In this video, I share lessons from growing my own medical practice, including how I evaluate patient demand, calculate hiring costs, and prepare for the months before a new clinician becomes profitable.I cover:• Signs your practice is ready to add another clinician• Hiring a physician vs. an NP or PA• Employee vs. business partner: what to consider• Budgeting for salary, benefits, support staff, and overhead• Estimating break-even patient volume and cash reserves• Recruiting, credentialing, and onboarding timelines• Structuring compensation and avoiding hiring mistakes• Why you need a backup recruiting planIf you own a medical practice or plan to start one, this video will help you think through your next hire before committing to the expense.Subscribe to InvestingDoc for practical insights on private practice ownership, medical practice management, and the business of medicine.What’s your biggest challenge with hiring another clinician? Share it in the comments.Want to join my MSO/CIN: https://www.Doceras.comMy website 🖥️: https://www.investingdoc.comMy podcast Spotify Link🎧: https://open.spotify.com/show/3JxluO7mJOSE312G1Ul9dgApple Podcast Link 🎧: https://podcasts.apple.com/us/podcast/investingdoc/id1790276462My Instagram: https://www.instagram.com/investingdoc/My Twitter: https://x.com/InvestingDocMy Facebook Group: https://www.facebook.com/groups/investingdocReddit Group: https://www.reddit.com/r/PrivatePracticeDocs/Want to consult with me for your practice: Book here. https://investingdoc.com/consulting

    26 min
  • Why My Saturday Clinic Failed | Medical Practice Growth

    Opening a Saturday clinic sounded like a great way to improve patient access and grow my medical practice. Instead, weekend and after-hours appointments brought overtime costs, staffing challenges, patient pushback over a $25 fee, and follow-up responsibilities that extended beyond clinic hours.In this video, I share why I stopped our Saturday and after-hours clinics, what I underestimated, and what needs to change before we bring them back.I also discuss the hidden complexity of adding services, hiring clinicians, and opening new locations—from backup coverage and staff burnout to training, documentation, and managing urgent results.If you’re starting or scaling a private practice, this is a firsthand look at why every expansion deserves careful planning—and why focusing on one thing at a time can matter.Subscribe to InvestingDoc for real-world lessons on medical practice ownership and physician entrepreneurship.Learn more: https://investingdoc.comMy website 🖥️: https://www.investingdoc.comMy podcast Spotify Link🎧: https://open.spotify.com/show/3JxluO7mJOSE312G1Ul9dgApple Podcast Link 🎧: https://podcasts.apple.com/us/podcast/investingdoc/id1790276462My Instagram: https://www.instagram.com/investingdoc/My Twitter: https://x.com/InvestingDocMy Facebook Group: https://www.facebook.com/groups/investingdocReddit Group: https://www.reddit.com/r/PrivatePracticeDocs/Want to consult with me for your practice: Book here. https://investingdoc.com/consulting

    15 min
  • Why I Built an MSO/CIN for Independent Physicians (and How to Join) Doceras

    Everything related to entrepreneurship and running a medical practice as a physician.


    Doceras: https://www.doceras.com


    Interested in joining? Email me [email protected]


    Insurance companies wouldn’t negotiate with my single-location practice, so I built DocEras, a physician-owned MSO and clinically integrated network (CIN) for independent doctors, starting in Texas.My website 🖥️: https://www.investingdoc.comMy podcast Spotify Link🎧: https://open.spotify.com/show/3JxluO7mJOSE312G1Ul9dgApple Podcast Link 🎧: https://podcasts.apple.com/us/podcast/investingdoc/id1790276462My Instagram: https://www.instagram.com/investingdoc/My Twitter: https://x.com/InvestingDocMy Facebook Group: https://www.facebook.com/groups/investingdocReddit Group: https://www.reddit.com/r/PrivatePracticeDocs/Want to consult with me for your practice: Book here. https://investingdoc.com/consulting

    13 min
  • I Tried to Fix My Medical Practice… and It Backfired | 7 Lessons in Unintended Consequences

    I closed my panel to new patients to cut wait times. Instead, I went from being booked 3 months out to 7 months out. In this vlog I share 7 times my fixes in my primary care practice backfired, and what each one taught me about SOPs, patient behavior and scaling a medical practice.Topics covered:Closing my panel caused a rush of bookings, and patients started asking for concierge and cash-pay optionsHiring a new clinician didn't fix access because patients didn't trust them yet, and how SOPs helped build that trustPatients took advantage of open same-day urgent slotsPortal messaging led to a lawsuit threat over a statin prescriptionA PA named Colby, and why being upfront about who patients will see mattersA physician's side gigs cost my practice, and why "to be clear is to be kind" belongs in your contractsA website DNS switch took us offline for a day and a halfAn AI phone agent saved money, but 36% of callers hung upWhether you're starting a practice or scaling one, the playbook stays the same: find the problem, test a fix, listen to feedback, get boots on the ground and keep iterating.I'm Brad (InvestingDoc). I own a multi-million dollar primary care practice, and I help doctors start, grow and scale their own. Subscribe for more real talk on running a medical business.My website 🖥️: https://www.investingdoc.comMy podcast Spotify Link🎧: https://open.spotify.com/show/3JxluO7mJOSE312G1Ul9dgApple Podcast Link 🎧: https://podcasts.apple.com/us/podcast/investingdoc/id1790276462My Instagram: https://www.instagram.com/investingdoc/My Twitter: https://x.com/InvestingDocMy Facebook Group: https://www.facebook.com/groups/investingdocReddit Group: https://www.reddit.com/r/PrivatePracticeDocs/Want to consult with me for your practice: Book here. https://investingdoc.com/consulting

    17 min
  • Why Doctors Need to Master Sales (Even If They Hate It)

    want to join the MSO/CIN? Email me brad @investingdoc.com

    Starting or scaling a medical practice takes more than great clinical care. In this video, I explain why doctors need to get comfortable with selling: communicating your value, building referral relationships, recruiting the right team, and earning trust.

    I share real experiences from growing my independent medical practice, including hiring my first employee before my name was on the wall and meeting a nearby practice that waited six years to introduce themselves.

    Learn how ethical medical practice marketing and clear communication can help you attract patients, recruit physicians, and grow your private practice while keeping patients’ best interests first.

    Subscribe to InvestingDoc for practical lessons on medical practice ownership, physician entrepreneurship, and practice growth.

    Learn more: https://investingdoc.com

    #PrivatePractice #MedicalPractice #PhysicianEntrepreneur

    22 min
  • Don't Spend Your Years Building the Wrong Medical Business

    After 7.5 years of building and scaling my independent medical practice, I've started asking myself a difficult question: Am I building the business I actually want?In this video, I share my journey from surviving the early years of private practice to expanding to five locations—and why I've recently started questioning what success should look like going forward.We discuss the four different goals of entrepreneurship: growth, profitability, freedom, and mission. I also share how journaling, strategic thinking, and working backward from a long-term vision are changing the way I approach my business.Whether you're starting a medical practice, scaling an existing clinic, or building a business outside healthcare, this video is about making sure you're focused on the right destination—not just growing for the sake of growth.Subscribe to InvestingDoc for more on independent medicine, physician entrepreneurship, and the business of healthcare.#PrivatePractice #PhysicianEntrepreneur #BusinessGrowthMy website 🖥️: https://www.investingdoc.comMy podcast Spotify Link🎧: https://open.spotify.com/show/3JxluO7mJOSE312G1Ul9dgApple Podcast Link 🎧: https://podcasts.apple.com/us/podcast/investingdoc/id1790276462My Instagram: https://www.instagram.com/investingdoc/My Twitter: https://x.com/InvestingDocMy Facebook Group: https://www.facebook.com/groups/investingdocReddit Group: https://www.reddit.com/r/PrivatePracticeDocs/Want to consult with me for your practice: Book here. https://investingdoc.com/consulting

    14 min
  • Key Man Risk: Why Your Patients Only Wanting YOU Is a Problem

    In Texas and want in on the MSO / CIN? → https://forms.gle/6DSSmS5SseUEvHGX9


    Consulting is paused while I get the MSO off the ground — back to it in a month or two.I'm Brad. I own a multi-million dollar private primary care practice and I help physicians start and scale their own. Subscribe if you want the business side of medicine nobody taught you in residency.Nothing here is medical, legal, financial, or tax advice. I'm a physician and a business owner, not your advisor. Every practice and every state is different — talk to your own counsel and CPA before making decisions.--------------A physician who's also my patient no-call-no-showed six times, showed up late to the appointment they finally kept, spent the visit venting about portal messages and work-life balance — and then told me that when they refer friends to me and I'm full, those friends should just go somewhere else. Not to my clinic. Somewhere else.None of that makes them a bad person or a bad doctor. They were in patient mode, which is exactly where they should have been. But as a business owner, that visit was one long message about what's broken in how I built this thing.That's hero syndrome. Key man risk. Star syndrome. Whatever you want to call it — when the patients only want you, you've built a bottleneck and called it a brand.In this one I break down the two paths you can pick at the start, why I picked the harder one, the worst possible middle ground to get stuck in (concierge-level care on fee-for-service pay), and why my practice is adding cash-pay and premium services in 2027.Chapters00:00 Hero syndrome, key man risk, star syndrome00:50 The physician-patient who inspired this01:16 Six same-day cancellations and professional courtesy02:30 "If they can't see you, go somewhere else"03:12 Two wolves: the two paths you get to choose04:29 Path two — boundaries from day one05:01 The tablet analogy: why changing the rules makes people furious05:20 You are the brand, and it doesn't scale06:17 The worst place to be: concierge care, fee-for-service pay06:43 Training patients and selling your PA07:30 Is a DPC / concierge hybrid the future?09:24 Listening to what patients are actually asking for11:03 She went online for HRT. I could have written it.11:29 The $10,000 check on my exam table12:04 The Disney fast pass model12:17 Don't get caught in the middle (sub-$100/month DPC)13:38 The fork in the road: charge the premium or set the boundary14:37 Listen to what your market is telling you15:35 Where I'm at with the MSO and CINMy website 🖥️: https://www.investingdoc.comMy podcast Spotify Link🎧: https://open.spotify.com/show/3JxluO7mJOSE312G1Ul9dgApple Podcast Link 🎧: https://podcasts.apple.com/us/podcast/investingdoc/id1790276462My Instagram: https://www.instagram.com/investingdoc/My Twitter: https://x.com/InvestingDocMy Facebook Group: https://www.facebook.com/groups/investingdocReddit Group: https://www.reddit.com/r/PrivatePracticeDocs/Want to consult with me for your practice: Book here. https://investingdoc.com/consulting

    17 min
  • How I Hire Medical Virtual Assistants Without the Middleman

    https://www.onlinejobs.ph/


    My template VA Templates.docx


    Staffing a medical practice is expensive. In this video, I break down how I use overseas virtual assistants to answer phones, verify insurance, schedule patients, handle administrative work, and help scale my practice. I’ll show you where I find them, what I pay, how I screen applicants, and why I still prefer real humans over AI phone agents.My website 🖥️: https://www.investingdoc.comMy podcast Spotify Link🎧: https://open.spotify.com/show/3JxluO7mJOSE312G1Ul9dgApple Podcast Link 🎧: https://podcasts.apple.com/us/podcast/investingdoc/id1790276462My Instagram: https://www.instagram.com/investingdoc/My Twitter: https://x.com/InvestingDocMy Facebook Group: https://www.facebook.com/groups/investingdocReddit Group: https://www.reddit.com/r/PrivatePracticeDocs/Want to consult with me for your practice: Book here. https://investingdoc.com/consulting

    16 min
  • Why Patients Fight a $20 Copay but Gladly Pay $70,000

    Join my MSO: https://forms.gle/L2CZ6WsCcP36idci9


    Everything related to entrepreneurship and running a medical practice as a physician.My website 🖥️: https://www.investingdoc.comMy podcast Spotify Link🎧: https://open.spotify.com/show/3JxluO7mJOSE312G1Ul9dgApple Podcast Link 🎧: https://podcasts.apple.com/us/podcast/investingdoc/id1790276462My Instagram: https://www.instagram.com/investingdoc/My Twitter: https://x.com/InvestingDocMy Facebook Group: https://www.facebook.com/groups/investingdocReddit Group: https://www.reddit.com/r/PrivatePracticeDocs/Want to consult with me for your practice: Book here. https://investingdoc.com/consulting

    17 min

About InvestingDoc

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Empowering Doctors Beyond the Stethoscope. Learn about the business of medicine from starting up your own private practice to creating a thriving business.

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