Private Practice Survival Guide

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Strategies for Evaluating a Trailing KPI breaks down how private practice owners can use historical performance data to make smarter, more confident business decisions. In this Private Practice Survival Guide quick-tip episode, Brandon Siegel explains what trailing KPIs are, how they differ from leading indicators, and why metrics like revenue per session, collection rate, net profit margin, patient acquisition cost, and appointment arrival rates are essential for evaluating operational and financial health. 

You’ll learn how to identify meaningful trends, assess the effectiveness of past decisions, benchmark performance, and turn retrospective data into actionable strategy. Brandon also outlines a practical framework for selecting the right KPIs, avoiding data overload, leveraging practice management software, standardizing reports, and involving your team in KPI evaluation. If you want to reduce guesswork, improve cash flow, and build a clearer roadmap for long-term practice growth, this episode provides a practical, operator-focused approach to using trailing KPIs as a strategic advantage. 

Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast.

Get In Touch With Me
Podcast Website: https://www.privatepracticesurvivalguide.com/
LinkedIn: https://www.linkedin.com/in/brandonseigel/
Instagram: https://www.instagram.com/brandonseigel/
https://wellnessworksmedicalbilling.com/
Private Practice Survival Guide Book

This show is proudly produced at PS Studios — learn more https://www.psstudios.co

Send us Fan Mail

If you’re making decisions based on “how it feels” instead of what your financial data is actually saying, this episode will reset your approach. We focus on a practical, operator-friendly way to evaluate your past financial analytics—so you can spot trends, tighten performance, and plan the next quarter (and year) with clarity. We break down how to look at historical revenue and expense patterns, identify what’s driving profit (and what’s quietly eroding it), and use key metrics to guide smarter planning. Whether you’re trying to stabilize cash flow, set realistic goals, or prepare for intentional growth, this conversation is built to help you move from reactive decision-making to data-driven leadership. Listen in, take notes, and use your numbers to build a stronger, more predictable future for your practice. 

Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast.

Get In Touch With Me
Podcast Website: https://www.privatepracticesurvivalguide.com/
LinkedIn: https://www.linkedin.com/in/brandonseigel/
Instagram: https://www.instagram.com/brandonseigel/
https://wellnessworksmedicalbilling.com/
Private Practice Survival Guide Book

This show is proudly produced at PS Studios — learn more https://www.psstudios.co

Send us Fan Mail

In this quick tip episode of The Private Practice Survival Guide, Brandon breaks down the real reason most private practices fail a HIPAA compliance audit: they don’t realize how easily PHI can be exposed—often in ways that can be interpreted as gross negligence. From front-desk conversations and sign-in sheets to visible computer screens, unsecured paper charts, and unencrypted communication, Brandon explains how common “everyday” workflows create preventable compliance risk.

You’ll learn the most frequent audit failures: missing Business Associate Agreements (BAAs) (including the often-missed process for tools like Google Workspace), inadequate staff training, weak access controls, lack of annual security risk assessments, outdated policies, poor physical safeguards, improper disposal practices, and delayed breach identification. Brandon also outlines practical fixes: annual HIPAA training with documentation, role-based access, MFA, encryption standards for PHI at rest and in transit, vendor BAA tracking, secure texting/communication evaluation, and stronger physical privacy measures.

If you run or operate a private practice, this episode is a direct checklist for reducing audit exposure, protecting patient trust, and building compliance into daily operations—so your practice can thrive, not just survive.

Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast.

Get In Touch With Me
Podcast Website: https://www.privatepracticesurvivalguide.com/
LinkedIn: https://www.linkedin.com/in/brandonseigel/
Instagram: https://www.instagram.com/brandonseigel/
https://wellnessworksmedicalbilling.com/
Private Practice Survival Guide Book

This show is proudly produced at PS Studios — learn more https://www.psstudios.co

Send us Fan Mail

HIPAA compliance can feel like a moving target for private practice owners—but most violations don’t come from “bad intent.” They come from gaps in training, inconsistent workflows, and unsecured handling of Protected Health Information (PHI). Brandon breaks down the most common HIPAA pitfalls seen across clinics—what creates real risk, what regulators look for (including the “gross negligence” standard), and how to build repeatable safeguards that reduce exposure without paralyzing your team.

You’ll get a practical, systems-first walkthrough of HIPAA basics that actually cause breaches: unsecured devices and stored passwords, weak access controls (shared logins, poor password hygiene, missing role-based access), improper disposal of records, missing Business Associate Agreements (BAAs), outdated policies, and unencrypted transmission (email, file transfers, and especially texting). Brandon clarifies key definitions—PHI at rest vs. PHI in transit, what de-identification does (and does not) cover, and why encryption has become the de facto standard for minimizing breach impact and protecting patient trust.

 Note: This content is educational and not legal advice. 

Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast.

Get In Touch With Me
Podcast Website: https://www.privatepracticesurvivalguide.com/
LinkedIn: https://www.linkedin.com/in/brandonseigel/
Instagram: https://www.instagram.com/brandonseigel/
https://wellnessworksmedicalbilling.com/
Private Practice Survival Guide Book

This show is proudly produced at PS Studios — learn more https://www.psstudios.co

Send us Fan Mail

In this quick-tip episode of the Private Practice Survival Guide, Brandon breaks down the real cost of Ego-Driven Leadership—and what it takes to replace “my way” management with Group-Oriented Leadership built on trust, shared accountability, and better decision-making. Using practical examples (including how a one-size-fits-all change can damage Client Experience), he explains how ego erodes morale, suppresses innovation, increases turnover, and fuels burnout. You’ll learn actionable strategies to “check ego at the door,” including pausing before reacting, identifying triggers, asking for weekly feedback, using inclusive language (“we agreed”), modeling vulnerability, and aligning decisions to clear priorities like budget and satisfaction. He also shares a leadership reset invitation tied to the Growth Code Conference (January 28–31, 2026, Coral Gables, Florida), emphasizing that the best leaders don’t need to be right—they create the conditions for the team to find what’s right. 

Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast.

Get In Touch With Me
Podcast Website: https://www.privatepracticesurvivalguide.com/
LinkedIn: https://www.linkedin.com/in/brandonseigel/
Instagram: https://www.instagram.com/brandonseigel/
https://wellnessworksmedicalbilling.com/
Private Practice Survival Guide Book

This show is proudly produced at PS Studios — learn more https://www.psstudios.co

Send us Fan Mail

In this episode of the Private Practice Survival Guide, Brandon breaks down the most common leadership flaws hurting today’s private practices—and how they quietly drive burnout, turnover, low morale, and declining client experience. He outlines practical, real-world issues leaders face: lack of clear vision and role-based accountability, micromanagement, poor delegation, low emotional intelligence, resistance to change, inconsistent decision-making, weak conflict resolution, and an overfocus on short-term outcomes at the expense of sustainable strategy. A major throughline is communication: when goals, priorities, and expectations aren’t explicit, teams lose motivation, productivity drops, and opportunities disappear because employees stop speaking up. Brandon calls out the “know-best manager” who shuts down input and creates fearful, disengaged staff—ultimately hurting innovation and service quality. The episode closes with actionable coaching strategies leaders can implement immediately: structured feedback (360 reviews), clear communication frameworks, active listening, documented systems and tools, and measurable accountability habits that rebuild trust and performance. 

Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast.

Get In Touch With Me
Podcast Website: https://www.privatepracticesurvivalguide.com/
LinkedIn: https://www.linkedin.com/in/brandonseigel/
Instagram: https://www.instagram.com/brandonseigel/
https://wellnessworksmedicalbilling.com/
Private Practice Survival Guide Book

This show is proudly produced at PS Studios — learn more https://www.psstudios.co

Send us Fan Mail

Identify your biggest growth red flags before they become practice-ending problems. In this Quick Tip episode of the Private Practice Survival Guide, Brandon Siegel breaks down the most common private practice growth liability indicators and how to get ahead of them: cash flow gaps, overreliance on a single payer, rushed hiring, weak financial runway, poor delegation, lack of compliance awareness, burnout, underutilized technology, and a declining patient experience. You’ll learn how to assess financial health, protect your operations, tighten up your systems, evaluate risk tolerance, and build a sustainable growth plan that won’t collapse under its own weight. If you’re planning to scale locations, services, or staff, this episode gives you a practical roadmap to reduce liability, protect profitability, and grow with confidence instead of gambling with your practice.

Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast.

Get In Touch With Me
Podcast Website: https://www.privatepracticesurvivalguide.com/
LinkedIn: https://www.linkedin.com/in/brandonseigel/
Instagram: https://www.instagram.com/brandonseigel/
https://wellnessworksmedicalbilling.com/
Private Practice Survival Guide Book

This show is proudly produced at PS Studios — learn more https://www.psstudios.co

Send us Fan Mail

This episode breaks down how to determine whether your private practice is truly ready for growth by focusing on sustainable, data-driven decision making. Brandon explains that rapid expansion can erode profitability if your payer mix, margins, staffing, or infrastructure can’t support it, and that organic growth often outperforms rushed acquisitions. He outlines how to assess market demand, analyze KPIs, review financials, understand your patient census, evaluate risk, and decide whether “the juice is worth the squeeze” before pursuing new locations, services, or investments. The message is simple: know your numbers, know your capacity, and grow only when the growth will actually make you more profitable.

Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast.

Get In Touch With Me
Podcast Website: https://www.privatepracticesurvivalguide.com/
LinkedIn: https://www.linkedin.com/in/brandonseigel/
Instagram: https://www.instagram.com/brandonseigel/
https://wellnessworksmedicalbilling.com/
Private Practice Survival Guide Book

This show is proudly produced at PS Studios — learn more https://www.psstudios.co

Send us Fan Mail

In this quick tip episode Brandon dives into the critical strategies for empowering your change management stakeholders. From patients and employees to vendors and family members, every stakeholder plays a vital role in driving meaningful change within your practice.

Brandon shares proven techniques for involving stakeholders early in the process, equipping them with the tools and training they need to succeed, and celebrating their contributions. He introduces innovative ideas like creating stakeholder vision boards, gamifying the change process, and fostering peer mentoring to boost engagement and ensure long-term success.

This episode is packed with actionable tips to help you build a culture of collaboration, minimize resistance, and align your team with your practice's core values. Tune in now to learn how to empower your stakeholders and create lasting change in your practice!

Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast.

Get In Touch With Me
Podcast Website: https://www.privatepracticesurvivalguide.com/
LinkedIn: https://www.linkedin.com/in/brandonseigel/
Instagram: https://www.instagram.com/brandonseigel/
https://wellnessworksmedicalbilling.com/
Private Practice Survival Guide Book

This show is proudly produced at PS Studios — learn more https://www.psstudios.co

Send us Fan Mail

Change is uncomfortable—but decisive leadership is what keeps a private practice growing instead of falling behind. In this episode, we break down how to make smarter decisions, build a change-ready culture, and eliminate the resistance that slows your practice down.

You’ll learn how to create a clear vision, use data to guide decisions, prepare patients and staff for operational shifts, and run a simple SWOT process before making any major move. From navigating new technology to improving workflows and boosting team alignment, this episode gives you the practical blueprint for leading change with confidence and clarity.

Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast.

Get In Touch With Me
Podcast Website: https://www.privatepracticesurvivalguide.com/
LinkedIn: https://www.linkedin.com/in/brandonseigel/
Instagram: https://www.instagram.com/brandonseigel/
https://wellnessworksmedicalbilling.com/
Private Practice Survival Guide Book

This show is proudly produced at PS Studios — learn more https://www.psstudios.co