Fake it until you make it.

Not great advice when it comes to business finances.

For many years, I was just winging it. Using my undeveloped instincts to make financial decisions. Oh boy!

That is until I built my money team and gained the financial knowledge I needed.

It has made all the difference in the world.

In this episode I interview Carla Titus, the CEO of Wealth & Worth Within. Our conversation was both fun and informative.

Here are the 4 things you will learn:

1. Understanding gross margins and net profit
2. Effective compensation structures for group practices
3. How accountability drives profitability
4. How a CFO can help you grow your business

Visit Carla's website to learn more and sign up for her email newsletter.

Working with a virtual assistant can be a huge hassle.

Or it can change your life.

Listen to this episode to avoid the most common mistakes and find success working with a virtual assistant.

Also, learn how Uriah used Notebook LM to create this engaging podcast episode from his online course, The Virtual Advantage.

An effective follow-up process will absolutely increase your conversion rates!

People are busy and life is full.

Also, many people are somewhat ambivalent about starting therapy.

Your consistent helpful follow-up might be just the nudge they need to follow through on getting help.

This episode provides some simple tips to improve your follow-up process.

For access to our full course on streamlining your intake process, check out Intake Accelerator.

At Productive Therapist our virtual assistant team turns calls & clicks into clients. Every single day.

Therapists want to know how we do it. We get asked all the time for our secret sauce.

Here’s the thing.

Creating a great first impression is vital. A potential client’s first interaction with your practice is key to helping them know, like and trust you.

A good call script is an important first step in optimizing your intake process.

In this episode Uriah breaks down the 7 elements of the Magic Call Script and explains the intention and importance of each one.

It's a short listen, but a good one!

Download our Magic Call Script HERE.

You should fire your intake coordinator.

Here me out.

I found a way that you can save money and still provide great client care.

No, I'm not talking about replacing a human with artificial intelligence.

Something a bit more unexpected.

Empowering your clinicians to do their own consultation calls.

For many practices this would be a huge change.

But, you might be surprised how well it could work out for you.

In this episode I talk with John Clarke about his recent experiments with changing up his intake processes.

Removing the need for an intake coordinator.

Completely revamping the client journey and seeing some positive results.

John has a group practice in San Francisco and has also been a business consultant for therapists for many years.

I always enjoy talking to him and learning from his insights.

Top 3 thing you will learn:

1. How to increase your conversion rates
2. While saving money by replacing your intake coordinator
3. And empowering your clinicians to do their own initial consults

A Few Links:

• Magic Call Script
• Calm Again Counseling
• Private Practice Workshop

You are losing potential clients by responding too slow.

Uh-oh!

If it was humanly possibly . . .

You and I both would answer every single call on the spot.

We would respond to absolutely every email and text within minutes.

Of course that's not super realistic.

Still, there are some great ways to increase your response time to new inquiries.

In this episode we share tips for solo practices and group practices.

If you want to grow your practice with more happy clients, don't miss this episode.

Top 3 things you will learn:

• The impact of outstanding client care
• 3 quick response tips for solo practices
• 3 quick response tips for group practices

A few quotes:

"The first person that they actually speak to, is likely to be the practice that they go with."

"It takes so much courage for someone to pick up the phone for the first time and call a therapy practice. You want them to feel like they're seen and heard as a human being."

A few links:

• Well Received
• Intake Accelerator
• The Power of Online Scheduling
• 14 Qualities of a Great Intake Coordinator
• Quiz - Are you ready for an intake coordinator?

You want to grow your practice in 2025.

Here are the 3 best ways.

1. Enjoy your work more
2. Engage in community
3. Invest in support services

Listen to the episode for details on each option.

Need help? Reach out to us at [email protected]

You want more clients.

You also want your website to work for you 24 hours a day. Good news. You can have both of those things!

In this episode, Uriah Guilford and Luci Carrillo share some valuable tips that you can apply to your website today.

You will learn how to get more clients from your therapy website by creating:

• Clear messaging
• Clear call to action
• Clear next steps for new clients

A Few Links:

• Intake Accelerator
• InTune Family Counseling

Are you using the best software for your intake process?

The ultimate goal is to create a seamless intake experience. To effortlessly guide your potential client from first contact to first session.

The answer: Choose the best tools and using them effectively.

This will help you turn more calls and clicks into clients. Something every therapist wants!

Enjoy this episode with Uriah Guilford, the Head Nerd and Luci Carrillo, the Director of British Accents. 😁

Top 3 things you will learn:

• The important intake tech tools you need
• Our best software platform recommendations
• How to use tech to create a streamlined intake process

A few quotes:

“A tech stack is a collection of software platforms that you use to run your therapy practice.”

"Choose the best tools and learn how to use them to simplify the client journey."

"Secret shop yourself. Go through your entire intake process, so you can find things to update and streamline."

A few links:

• Intake Accelerator
• Waybook
• Admirra
• TheraSaas
• Practice Axis
• Therapy Flow CRM
• Squarespace / Brizy.ai
• SimplePractice / TherapyNotes
• LuxSci / Paubox

Growing a private practice can be a thrilling and scary adventure.

Every adventure needs a hero and the hero for this adventure is you!

Listen to this short episode to learn more about the four stages of the private practice journey.

The four main stages are:

1. The call to adventure
2. The initiation
3. The transformation
4. The return

Let's talk about the therapist's hero journey!

You can also read the full post here.