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Leading Your Practice in an Uncertain Economy with David W. Frank, CFP® | WP 138
In this episode, we’re diving into the real talk around money, mindset, and what to do when the economy feels like it’s doing cartwheels. David Frank breaks it down in a way that’s refreshingly honest, surprisingly comforting, and—yes—a little funny too (because what’s financial stress without a tiny dose of humor?).
Whether you're feeling that dip in client inquiries, wondering if a recession is lurking around the corner, or just trying to figure out how to build a cushion that helps you sleep at night, this conversation is going to give you solid ground to stand on.
So pour your coffee, take a breath, and let’s talk about what we can control—because David’s got some seriously grounding advice you won’t want to miss.
08:45 Yes, a Recession Will Happen 10:34 Change Is Inevitable—Don’t Fight It 15:00 Navigating a Dip in Referrals with Long-Term Perspective 17:00 Financial Lessons for Business and Life 20:29 Emergency Fund Guidelines for Group Practices 22:10 Lessons from Change Healthcare and COVID-19 24:59 The Spiritual Side of Non-Attachment and Resilience
Show Sponsor Simplified SEO Consulting
If you’ve been thinking about outsourcing your SEO or social media, there’s never been a better time! At Simplified SEO Consulting, we’re launching a brand-new Social Media Management Package in June, designed specifically for therapists. Unlike other agencies, our entire team has mental health backgrounds, so we understand your field and your clients. To celebrate this launch, we’re offering 10% off for select clients—a savings of up to $480! Plus, we have flexible pricing to fit your needs. Ready to free up your time and let the experts handle your social media? Let’s get started!
https://simplifiedseoconsulting.com/apply-to-work-with-us/
David Frank's Resources
David’s Free Resources LinkedIn Website
Links and Resources
Looking for support and connection: Join the Wise Practice Community
Learn More about Wise Practice Consulting
Connect with Wise Practice on Instagram
Connect with Whitney Owens on Facebook
Check out all of the podcasts on the PsychCraft Network
Wise Practice Summit
Wise Practice Membership
View all episodes
By Whitney Owens
5
6464 ratings
In this episode, we’re diving into the real talk around money, mindset, and what to do when the economy feels like it’s doing cartwheels. David Frank breaks it down in a way that’s refreshingly honest, surprisingly comforting, and—yes—a little funny too (because what’s financial stress without a tiny dose of humor?).
Whether you're feeling that dip in client inquiries, wondering if a recession is lurking around the corner, or just trying to figure out how to build a cushion that helps you sleep at night, this conversation is going to give you solid ground to stand on.
So pour your coffee, take a breath, and let’s talk about what we can control—because David’s got some seriously grounding advice you won’t want to miss.
08:45 Yes, a Recession Will Happen 10:34 Change Is Inevitable—Don’t Fight It 15:00 Navigating a Dip in Referrals with Long-Term Perspective 17:00 Financial Lessons for Business and Life 20:29 Emergency Fund Guidelines for Group Practices 22:10 Lessons from Change Healthcare and COVID-19 24:59 The Spiritual Side of Non-Attachment and Resilience
Show Sponsor Simplified SEO Consulting
If you’ve been thinking about outsourcing your SEO or social media, there’s never been a better time! At Simplified SEO Consulting, we’re launching a brand-new Social Media Management Package in June, designed specifically for therapists. Unlike other agencies, our entire team has mental health backgrounds, so we understand your field and your clients. To celebrate this launch, we’re offering 10% off for select clients—a savings of up to $480! Plus, we have flexible pricing to fit your needs. Ready to free up your time and let the experts handle your social media? Let’s get started!
https://simplifiedseoconsulting.com/apply-to-work-with-us/
David Frank's Resources
David’s Free Resources LinkedIn Website
Links and Resources
Looking for support and connection: Join the Wise Practice Community
Learn More about Wise Practice Consulting
Connect with Wise Practice on Instagram
Connect with Whitney Owens on Facebook
Check out all of the podcasts on the PsychCraft Network
Wise Practice Summit
Wise Practice Membership
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