PracticeCare

Ariel Dangelo brings several years of diverse finance experience to her growing financial planning business. As a fiduciary, she uses her holistic approach to set individuals and families on the path to financial freedom. She understands that everyone has a unique set of circumstances, challenges, and goals. That is why she analyzes every aspect of a client’s financial situation and gets to know them on an individual level. Ariel is committed to gaining trust and takes great satisfaction in her client's success. She lives in Massachusetts with her husband Michael, two dogs, two cats, chickens, and bees.

In this episode Carl White and Ariel Dangelo discuss:

• As a practice owner, you need to know a few important numbers about your practice.
• The difference between owning a practice and having a job (that you own) when it comes time to sell your practice
• There are unique ways to save for college expenses as a practice owner

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here's where you can get the process started:https://marketvisorygroup.com/practicecare-podcast/

Affiliate Promotion

We’re fans of Constant Contact for email campaigns, newsletters, and emails. We use it with our clients. What we like:

• Very easy to use
• Very flexible
• Easy to find support
• HIPAA compliant

Get 30% off for the 1st 3 months if you sign up using our partner link. We do receive a commission when you use our link. Constant Contact offers additional prepayment discounts you can choose: 10% off per month for your first 6 months, or 15% off for the year. If you prepay, your discount stacks on top of the 30% discount for the 1st 3 months.

Connect with Ariel Dangelo

LinkedIn: https://www.linkedin.com/in/ariel-dangelo-43722749/

Facebook: www.facebook.com/ArielDangeloFinancialAdvisor

Twitter: https://twitter.com/ArielAdvisor

Connect with Carl White

Website: http://www.marketvisorygroup.com

Email:  [email protected]

Facebook:  https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Chris Clepp is a wealth advisor with The Strategic Financial Group and has been so since 2013. Overall he’s been in financial services for 21 years and now focuses on working with business owners under the age of 55 to partner with them to deal with life's challenges. He helps clients nationwide focus on what is really important to them and to know when they can make work optional. One area of focus is gaining control of their future by putting an exit plan in place as part of their  financial plan.

In this episode Carl White and Chris Clepp discuss:

• Exit hoping is NOT exit planning
• The 4 steps to exit planning
• Why exit planning and financial planning go hand in hand

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here's where you can get the process started:https://marketvisorygroup.com/practicecare-podcast/

Affiliate Promotion

We’re fans of Constant Contact for email campaigns, newsletters, and emails. We use it with our clients. What we like:

• Very easy to use
• Very flexible
• Easy to find support
• HIPAA compliant

Get 30% off for the 1st 3 months if you sign up using our partner link. We do receive a commission when you use our link. Constant Contact offers additional prepayment discounts you can choose: 10% off per month for your first 6 months, or 15% off for the year. If you prepay, your discount stacks on top of the 30% discount for the 1st 3 months.

Connect with Chris Clepp

https://www.linkedin.com/in/chrisclepp/

https://www.facebook.com/BuildingTowardsWealth/

https://twitter.com/Buildwealth312

Connect with Carl White

Website: http://www.marketvisorygroup.com

Email:  [email protected]

Facebook:  https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Curran Otis owns Tranquil Waters Counseling, which focuses on helping individuals overcome trauma, PTSD, anxiety, and depression. Tranquil Waters is based in Arlington, WA (the lesser-known Arlington of the US). Curran has always dreamed of owning his own business and jumped in fresh out of Graduate School in 2018. Today Curran acknowledges that he wears many hats in addition to owner including marketing, sales, and clinic director. He’s married with a 3 year old and just turning 37.

In this episode Carl White and Curran Otis discuss:

• Your differentiation has to be authentic both to you and to your services (it’s the steak not the sizzle)
• Get your differentiation down to a short sentence or even 1 word
• Keep working on how to articulate your differentiation to make it simpler to understand

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here's where you can get the process started:https://marketvisorygroup.com/practicecare-podcast/

Affiliate Promotion

We’re fans of Constant Contact for email campaigns, newsletters, and emails. We use it with our clients. What we like:

• Very easy to use
• Very flexible
• Easy to find support
• HIPAA compliant

Get 30% off for the 1st 3 months if you sign up using our partner link. We do receive a commission when you use our link. Constant Contact offers additional prepayment discounts you can choose: 10% off per month for your first 6 months, or 15% off for the year. If you prepay, your discount stacks on top of the 30% discount for the 1st 3 months.

Connect with Curran Otis

LinkedIn: @curranotis

Instagram: @tranquilwatersllc

Connect with Carl White

Website: http://www.marketvisorygroup.com

Email:  [email protected]

Facebook:  https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Barbara Khozam is known around the world for her impactful, high-energy delivery, outrageous wit, and ability to connect with her audience.

Barbara has spoken more than 1,700 times to more than 75,000 people in 12 countries about customer service, leadership, motivation, and communication.

In 2014 Barbara was the 14th woman in the world to be honored by Toastmasters International with their eliteAccredited Speakerdesignation for “outstanding platform professional speaking.” Only 81 have earned the award in 145 countries.

In 2019 Barbara was chosen as theTop Customer Service Consultant of the Yearby the International Association of Top Professionals.

Also in 2019, Barbara was awarded theCSP® (Certified Speaking Professional™) from the National Speaker’s Association. Barbara isoneof only threewomen in theworldto have achievedBOTHthis designation as well as the Toastmaster Accredited Speaker designation.

In 2021, Barbara achieved the Certified Patient Experience Professional (CPXP) designation. The certification, awarded by Patient Experience Institute (PXI), signifies that recipients possess the qualities of a leader who influences the systems, processes, and behaviors that cultivate consistently positive experiences with knowledge and practical experience necessary to pass a rigorous examination.

In this episode Carl White and Khozam discuss:

• Why “great clinical care” ranks 7th most important to patients when choosing a practice
• What the early warning signs are that you might have a patient experience problem
• Where you can get started in improving your practice’s patient experience.

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here's where you can get the process started:https://marketvisorygroup.com/practicecare-podcast/

Affiliate Promotion

We’re fans of Constant Contact for email campaigns, newsletters, and emails. We use it with our clients. What we like:

• Very easy to use
• Very flexible
• Easy to find support
• HIPAA compliant

Get 30% off for the 1st 3 months if you sign up using our partner link. We do receive a commission when you use our link. Constant Contact offers additional prepayment discounts you can choose: 10% off per month for your first 6 months, or 15% off for the year. If you prepay, your discount stacks on top of the 30% discount for the 1st 3 months.

Customer Satisfaction Checklist from Barbara!

Download this free checklist from Barbara to help you understand your practice’s strengths and weaknesses when it comes to customer satisfaction!

Connect with Barbara Khozam

https://barbarakhozam.com/

Facebook: /barbarakhozam

LinkedIn: /barbarakhozam/

Connect with Carl White

Website: http://www.marketvisorygroup.com

Email:  [email protected]

Facebook:  https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Sara Makin, MSEd, LPC, NCC is the founder and CEO of Makin Wellness, an online therapy company on a mission to help millions heal & become happy again.

In this episode Carl White and Sara Makin discuss:

• Employee happiness is one of the keys to growing a telehealth practice (or any practice)
• The profile of a patient who is open to telehealth vs. patients who are not
• Her biggest challenge in growing her telehealth practice

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here's where you can get the process started:https://marketvisorygroup.com/practicecare-podcast/

Affiliate Promotion

We’re fans of Constant Contact for email campaigns, newsletters, and emails. We use it with our clients. What we like:

• Very easy to use
• Very flexible
• Easy to find support
• HIPAA compliant

Get 30% off for the 1st 3 months if you sign up using our partner link. We do receive a commission when you use our link. Constant Contact offers additional prepayment discounts you can choose: 10% off per month for your first 6 months, or 15% off for the year. If you prepay, your discount stacks on top of the 30% discount for the 1st 3 months.

Connect with Sara Makin

Linked In: Makin Wellness

Instagram: @makinwellness

Facebook: Makin Wellness

Connect with Carl White

Website: http://www.marketvisorygroup.com

Email:  [email protected]

Facebook:  https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Dr. Shane Steadman is a chiropractor – neurologist and the owner of Integrated Health Systems in Denver, CO. Integrated Health Systems is a functional medicine / functional neurology practice. We specialize in challenging cases combining neurology, endocrinology and immunology while trying to find the underlying cause to their condition.

In this episode Carl White and Dr. Shane Steadman discuss:

• The importance of having staff who are onboard with your vision
• Why having systems and processes are essential to running a healthy practice
• Why choosing a few business metrics to measure, and measuring them, is critical

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here's where you can get the process started:https://marketvisorygroup.com/practicecare-podcast/

Affiliate Promotion

We’re fans of Constant Contact for email campaigns, newsletters, and emails. We use it with our clients. What we like:

• Very easy to use
• Very flexible
• Easy to find support
• HIPAA compliant

Get 30% off for the 1st 3 months if you sign up using our partner link. We do receive a commission when you use our link. Constant Contact offers additional prepayment discounts you can choose: 10% off per month for your first 6 months, or 15% off for the year. If you prepay, your discount stacks on top of the 30% discount for the 1st 3 months.

Connect with Dr. Shane Steadman

Instagram- ihsdenver

Facebook- Integrated Health systems

Connect with Carl White

Website: http://www.marketvisorygroup.com

Email:  [email protected]

Facebook:  https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Jamie Spann the daughter of a maxillofacial surgeon who spent his entire career in private practice. She has seen first hand the struggles he went through on the business side of his practice. Jamie started Business Savvy Physician to educate and work with private practices like his. We specialize in starting a private practice, increasing revenue, recruiting staff, and online presence and reputation management.

In this episode Carl White and Jamie Spann discuss:

• To generate more revenue from your current patients, make sure the products or services you offer are relevant to your patients.
• Look at where you refer patients after they leave you. Could you offer what that referral source offers instead?
• Look at your insurance contracts. You may be able to negotiate a higher rate and get paid faster.

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here's where you can get the process started:https://marketvisorygroup.com/practicecare-podcast/

Affiliate Promotion

We’re fans of Constant Contact for email campaigns, newsletters, and emails. We use it with our clients. What we like:

• Very easy to use
• Very flexible
• Easy to find support
• HIPAA compliant

Get 30% off for the 1st 3 months if you sign up using our partner link. We do receive a commission when you use our link. Constant Contact offers additional prepayment discounts you can choose: 10% off per month for your first 6 months, or 15% off for the year. If you prepay, your discount stacks on top of the 30% discount for the 1st 3 months.

Connect with Jamie Spann

https://www.facebook.com/pg/businesssavvyphysician/https://www.instagram.com/businesssavvyphysician/https://www.linkedin.com/in/jamie-spann-27ba7b9/https://www.youtube.com/channel/UC77CJRzG8C9-WmCzKvPpSywhttps://vm.tiktok.com/TTPdjQFdaU/

Connect with Carl White

Website: http://www.marketvisorygroup.com

Email:  [email protected]

Facebook:  https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Episode Notes

Dr. Naik is a Board-certified emergency medicine physician. She is also certified by the Institute Functional Medicine and the Board of Integrative and Holistic Medicine. After practicing acute care medicine at the busiest trauma centers in New York, she pursued Holistic Medicine for her own healing journey. She has practiced Isha yoga meditation for over a decade and has a deep understanding of eastern healing traditions like Ayurveda and herbal medicine. Her practice, Spectrum Integrative Health, focuses on blending ancient healing modalities with evidence-based western medicine to help people heal with various conditions.

In this episode Carl White and Dr. Laxmi Naik discuss:

• The benefit of combining western medicine with integrative medicine into one practice model
• Doctors should immerse themselves in the business side of their practice to get smart about it
• For cash pay practices, marketing is essential.

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here's where you can get the process started:https://marketvisorygroup.com/practicecare-podcast/

Affiliate Promotion

We’re fans of Constant Contact for email campaigns, newsletters, and emails. We use it with our clients. What we like:

• Very easy to use
• Very flexible
• Easy to find support
• HIPAA compliant

Get 30% off for the 1st 3 months if you sign up using our partner link. We do receive a commission when you use our link. Constant Contact offers additional prepayment discounts you can choose: 10% off per month for your first 6 months, or 15% off for the year. If you prepay, your discount stacks on top of the 30% discount for the 1st 3 months.

Connect with Dr. Laxmi Naik

www.spectrumihealth.com

Connect with Carl White

Website: http://www.marketvisorygroup.com

Email:  [email protected]

Facebook:  https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Episode Notes

After more than a decade in hospital and healthcare administration, specializing in physician contracting and compensation, Ethan recognized that his skills, training, and expertise could be put to more meaningful use negotiating physician contracts on behalf of physicians.

The extensive experience Ethan has in physician contracting is founded on a doctorate degree in law from the University of Dayton School of Law. While completing his legal training, Ethan earned his master’s of business administration, also from the University of Dayton. He earned his B.S. in Business Administration & Public Relations from Southern Adventist University.

In this episode Carl White and Ethan Nkana discuss:

• When you negotiate your employment contract, what the goals are of the other side
• The negotiators in the hospital are skilled and trained in negotiation, and they do it full time
• Why your colleagues’ salaries are probably not good comparisons for what the market pay is for your area

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here's where you can get the process started:https://marketvisorygroup.com/practicecare-podcast/

Episode Promotion

We’re fans of Constant Contact for email campaigns, newsletters, and emails. We use it with our clients. What we like:

• Very easy to use
• Very flexible
• Easy to find support
• HIPAA compliant

Get 30% off for the 1st 3 months if you sign up using our partner link. We do receive a commission when you use our link. Constant Contact offers additional prepayment discounts you can choose: 10% off per month for your first 6 months, or 15% off for the year. If you prepay, your discount stacks on top of the 30% discount for the 1st 3 months.

Connect with Ethan Nkana

https://www.facebook.com/physicianagency
https://www.linkedin.com/in/ethannkana/
https://www.instagram.com/physicianagency/

Connect with Carl White

Website: http://www.marketvisorygroup.com

Email:  [email protected]

Facebook:  https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg

Magic Barclay is the lead practitioner at Wholistic Natural Health Australia and host of the podcast “A Magical Life;: health, wealth and weightloss”. Magic’s life changed when she faced multiple life-threatening conditions. She then decided to find the root cause of her health issues and that set her on a path of life changing learning. Magic helps (mainly) women aged 45-65 who feel unheard or misled by mainstream medicine or anyone who wants to bring their health back to basics. By treating root cause and the systems of the body (not chasing symptoms, reconnecting to the environment and overcoming their past trauma and that of previous generations through healing the PNEI (psycho neuro endo immune) pathways of the body. She is also a master practitioner in mould toxicity recovery. Personally-, she is a mum of two amazing humans and two gorgeous furbabies, grower of organic food for her family and a passionate native gardener.

In this episode Carl White and Magic Barclay discuss:

• The PNEI System (Psych, Neuro, Endo, Immune) and how they’re interrelated
• The value of niching down in the holistic health space
• Learning the value of saying no

Want to be a guest on PracticeCare?

Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here's where you can get the process started:https://marketvisorygroup.com/practicecare-podcast/

Episode Promotion

We’re fans of Constant Contact for email campaigns, newsletters, and emails. We use it with our clients. What we like:

• Very easy to use
• Very flexible
• Easy to find support
• HIPAA compliant

Get 30% off for the 1st 3 months if you sign up using our partner link. We do receive a commission when you use our link. Constant Contact offers additional prepayment discounts you can choose: 10% off per month for your first 6 months, or 15% off for the year. If you prepay, your discount stacks on top of the 30% discount for the 1st 3 months.

Connect with Magic Barclay

https://www.instagram.com/wholisticnaturalhealthhttps://www.facebook.com/wholisticnaturalhealthaustralia

Connect with Carl White

Website: http://www.marketvisorygroup.com

Email:  [email protected]

Facebook:  https://www.facebook.com/marketvisorygroup

YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig

LinkedIn: http://www.linkedin.com/in/healthcaremktg