Are you struggling with client retention in your group practice? 

Here’s the truth—if you’re not prioritizing building client trust, your retention rates will suffer.

In this episode, I sit down with Dr. Josh Satterlee, a chiropractor and founder of Trust Driven Care, to break down why building client trust in therapy practices is the key to long-term client relationships—and ultimately, a thriving business.

We explore practical client retention techniques that help clients feel heard, valued, and engaged in their care. Dr. Josh shares his framework for building client trust, designed to improve communication and build rapport with clients in a way that boosts retention. 

In this episode, we cover:

• Why building client trust is the foundation of strong retention—and how many practices unknowingly break it

• How to build rapport with clients using the PATCH framework (and why traditional empathy models fall short)

• The biggest mistakes therapists make when it comes to trust in therapy—and how to fix them

• Effective client retention techniques that go beyond session reminders to create deep, lasting relationships

• How small changes—like communication adjustments and technology integrations—can massively impact your bottom line

Building client trust isn’t just a “feel-good” concept—it’s the backbone of a profitable, sustainable practice. If you’re ready to build rapport with clients, keep them engaged, and improve client retention techniques, this episode is for you.

Hit play now to learn how to learn client retention techniques that work!

 

LINKS:

Need extra support? Join The Exchange, a membership community just for group practice owners. 

The Group Practice Exchange Programs + Courses

The Accountability Equation™ Quiz

The Accountability Equation Book

Group Practice Forecasting Support GPT

 

CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE:

Website

Facebook

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LinkedIn

 

CONNECT WITH JOSHUA SATTERLEE:

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Facebook

 

SPONSORS:

TherapyNotes: An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to therapynotes.com/r/thegrouppracticeexchange for two free months! 

GreenOak Accounting: An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month!

 

Are you tracking the right KPIs, or are you just looking at numbers that don’t actually drive growth?

If you’re a therapy group practice owner, knowing how to track KPIs effectively can mean the difference between a scaling therapy group practice, or feeling stuck in the day-to-day grind. 

In this episode of The Group Practice Exchange Podcast, I dive into how to track KPIs that matter, avoid common tracking mistakes, and implement strategies to make data-driven decisions that lead to real growth.

Too many therapy practice owners either track the wrong numbers, don’t track anything at all, or set vague goals that don’t move the business forward. That’s why great therapy practice management has to start with clear, actionable KPIs that support your practice’s long-term success.

In this episode, I break down:

• How to track KPIs that actually improve decision-making and profitability.

• The biggest mistakes therapy group practice owners make when setting goals.

• How a simple system audit can uncover hidden inefficiencies in your practice.

• The SMART framework for setting KPIs that drive real business growth.

• Why a scaling therapy group practice starts with learning how to track KPIs that matter—not just session counts.

Tracking KPIs isn’t just about numbers—it’s about how to improve conversion rates, make smarter business decisions, and set up your therapy group practice for long-term success. If you’re ready to get out of the guesswork and start running your therapy group practice like a data-driven business, this episode is for you!

 

LINKS:

Need extra support? Join The Exchange, a membership community just for group practice owners. 

The Accountability Equation Book

The Group Practice Exchange Programs + Courses

The Accountability Equation™ Quiz

Group Practice Forecasting Support GPT

 

CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE:

Website

Facebook

Instagram

LinkedIn

 

SPONSORS:

TherapyNotes: An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to therapynotes.com/r/thegrouppracticeexchange for two free months! 

GreenOak Accounting: An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month!

Is your client intake process holding you back from getting more therapy clients?

In this episode of The Group Practice Exchange Podcast, I’m diving into the all-important topic of how to get more therapy clients with my guest, Uriah Guilford from The Productive Therapist. We’re zeroing in on what’s often the biggest roadblock for practices: an inefficient client intake process.

If therapy clients are struggling to book appointments or connect with your practice, this episode is for you. Uriah and I share strategies to simplify your client intake process, making it easier for clients to get started and for your team to deliver a seamless experience. We also discuss how optimizing your client intake process is not only how to get more therapy clients, but can lead to a more efficient admin team, happier therapists, and ultimately, a thriving practice.

Here’s what you’ll learn in this episode:

• Why people drop off during the client intake process—and how to get more therapy clients by fixing this common issue.

• The dangers of overwhelming potential therapy clients with too many contact options and how to simplify for better results.

• How tracking metrics can transform your client intake process and help you make smarter decisions for your practice.

• How to leverage AI and other tools to streamline the client intake process and create a stress-free experience for therapy clients.

• Real-world lessons from Uriah’s “secret shopping” of other practices—discover what works (and what doesn’t) to improve your client intake process.

Your client intake process is the foundation of how therapy clients first experience your practice. If it’s overly complicated or inefficient, you risk losing clients before they ever get through the door. 

Uriah shares practical advice on how to get more therapy clients by ensuring your client intake process is streamlined, user-friendly, and designed to convert inquiries into scheduled appointments.

 

LINKS:

Need extra support? Join The Exchange, a membership community just for group practice owners. 

The Group Practice Exchange Programs + Courses

The Accountability Equation™ Quiz

The Accountability Equation Book

Group Practice Forecasting Support GPT

 

CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE:

Website

Facebook

Instagram

LinkedIn

 

CONNECT WITH URIAH GUILFORD:

Website

Facebook

Instagram

Intake Accelerator - use the code TGPE25 to get 25% off!

 

SPONSORS:

TherapyNotes: An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to therapynotes.com/r/thegrouppracticeexchange for two free months! 

GreenOak Accounting: An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month!

 

Ever had a therapist on your team get subpoenaed and panic? 

As group practice owners, it’s not just about managing our own responsibilities—it’s also about supporting our therapists when they face daunting tasks like preparing to testify in court. In this episode, I sit down with Dr. Tracy Masiello to discuss how to help your team navigate the courtroom with confidence. 

From therapist court prep to understanding what can a therapist say in court, Dr. Masiello shares strategies to ensure you and your team feel prepared and informed.

Whether it’s preparing for a therapist testifying in child custody cases or helping therapists handle other legal scenarios, this episode provides a roadmap for practice owners who want to be proactive and supportive.

Here’s what we cover:

• The ultimate therapist court prep guide for group practice owners—how to help your team review case files and clinical notes effectively.

• Common pitfalls therapists face when preparing to testify in court and how you, as the owner, can help them avoid over-explaining or veering into personal opinions.

• Building confidence in your therapists: Tips for coaching them to stay composed under pressure while testifying in court as a witness.

• What every group practice owner needs to know about what can a therapist say in court to stay within ethical and professional boundaries.

• Proactive steps you can take to help your therapist preparing to testify in court, from training to understanding the differences between direct and cross-examinations.

Supporting your therapist court prep doesn’t have to feel overwhelming. With Dr. Masiello’s expert advice, you’ll have the tools to help your team approach court testimony with clarity and confidence.

 

LINKS:

Need extra support? Join The Exchange, a membership community just for group practice owners. 

The Group Practice Exchange Programs + Courses

The Accountability Equation™ Quiz

The Accountability Equation Book

Group Practice Forecasting Support GPT

Episode 232 | Navigating Subpoenas and Testimony in Mental Health Care with Tracy Masiello

 

CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE:

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CONNECT WITH DR. TRACY MASIELLO:

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Resolution Academy Facebook

Reaching Resolution Facebook

SPONSORS:

TherapyNotes: An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to therapynotes.com/r/thegrouppracticeexchange for two free months! 

GreenOak Accounting: An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month!

Have you ever thought, “No one seems to want to work anymore”? If you’re struggling with hiring and retaining staff in your group practice, growing it might feel like an uphill battle.  You’re definitely not alone! In this episode, I sit down with Patrick Casale and Gabrielle Juliano-Villani to tackle one of the biggest challenges facing group practice owners today: building a team that aligns with your mission and thrives alongside your practice. And the best part? We’re giving you a sneak peek into our Adapt and Succeed event, where we’ll go even deeper into these topics to help you turn challenges into opportunities. Here’s what we chat about:

• Why values-based recruiting is the secret to finding the right candidates.
• How to craft job descriptions that are clear, engaging, and set the tone for success.
• The role of leadership structures in boosting employee retention.
• Real-world struggles (and solutions!) for finding qualified candidates in today’s market.
• How aligning job roles with your practice’s core values leads to long-term success.

This episode is packed with actionable tips to help you adapt and succeed in a constantly evolving industry. Don’t miss out—and don’t forget to join us for our Adapt and Succeed event, where we’ll share even more strategies to help you build a thriving group practice.

 

LINKS:

Adapt and Succeed event - January 21st-23rd, 2025

Need extra support? Join The Exchange, a membership community just for group practice owners. 

The Group Practice Exchange Programs + Courses

The Accountability Equation™ Quiz

The Accountability Equation Book

Group Practice Forecasting Support GPT

 

CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE:

Website

Facebook

Instagram

LinkedIn

 

CONNECT WITH PATRICK CASALE:

Website

All Things Private Practice Podcast

Instagram

YouTube

LinkedIn

 

CONNECT WITH GABRIELLE JULIANO-VILLANI:

Website

Instagram

LinkedIn

 

SPONSORS:

TherapyNotes: An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to therapynotes.com/r/thegrouppracticeexchange for two free months! 

GreenOak Accounting: An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month!

In this episode, we dive into a topic that’s becoming more relevant than ever: managing Gen Z employees in your group practice.

As a Millennial or Gen X group practice owner, you’ve probably noticed that the values, expectations, and communication styles of Gen Z employees can feel vastly different from your own. 

To help us better understand and navigate these differences, I’m joined by  Julianne Guinasso and Poonam Natha from Level Up Leaders. We explore how generational perspectives influence workplace culture, leadership strategies, and therapist retention—and how embracing these differences can create a thriving, inclusive practice.

In this episode, we cover:

• What Gen Z values vs. what leaders expect—and how to bridge that gap.

• How to co-create a workplace culture that aligns with your team’s values.

• Balancing transparency and authenticity while maintaining healthy boundaries.

• Lessons leaders can learn from Gen Z to enhance their leadership skills.

• Why flexibility and wellness initiatives are the secret to retaining Gen Z employees.

Understanding and embracing generational differences isn’t just about making your practice run more smoothly—it’s about creating a space where every team member feels valued and supported. 

If you’re ready to take your leadership to the next level and learn more about managing Gen Z employees in your group practice, this episode is a must-listen!

 

LINKS:

Need extra support? Join The Exchange, a membership community just for group practice owners. 

The Group Practice Exchange Programs + Courses

The Accountability Equation™ Quiz

The Accountability Equation Book

 

CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE:

Website

Facebook

Instagram

LinkedIn

 

CONNECT WITH LEVEL UP LEADERS:

Website

Instagram

 

SPONSORS:

TherapyNotes: An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to therapynotes.com/r/thegrouppracticeexchange for two free months! 

GreenOak Accounting: An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month!

As group practice owners, many of us have experienced the overwhelm that comes with building your practice. You start wearing more hats than you ever thought possible, and before you know it, you’re wondering, “What’s my role now?” If you’ve ever felt unsure of where you fit in your own practice, this episode is for you. 

I sit down with strategy and operations advisor Jessica Lackey to talk about how to be intentional in defining your role as a practice owner. Here’s what we cover:

• Understanding the different practice ownership archetypes, and how to choose the one aligns with your values and long-term goals.

• How to maintain a clear vision while your practice expands.

• Strategies for avoiding burnout and staying connected to what really matters.

• Why you shouldn’t let current staffing limitations hold you back from planning for the future.

• The mindset shift from practitioner to business leader.

• The importance of building a team and infrastructure that can support your vision.

• How staying flexible can help you grow a sustainable practice that aligns with both your personal and professional aspirations.

By being intentional about your role and aligning your business goals with your personal values, you can build a practice that not only thrives but also brings fulfillment and balance to your life.

 

LINKS:

Need extra support? Join The Exchange, a membership community just for group practice owners. 

The Group Practice Exchange Programs + Courses

The Accountability Equation™ Quiz

The Accountability Equation Book

 

CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE:

Website

Facebook

Instagram

LinkedIn

 

CONNECT WITH JESSICA LACKEY:

Website

Instagram

LinkedIn

X (Twitter)

 

SPONSORS:

TherapyNotes: An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to therapynotes.com/r/thegrouppracticeexchange for two free months! 

GreenOak Accounting: An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month!

Have you ever wondered how public speaking could help grow your group practice?

In this episode, I sit down with Carol Cox, founder and CEO of Speaking Your Brand®, to explore how group practice owners can leverage public speaking to enhance their visibility, build credibility, and grow their practices. 

Public speaking isn’t just about sharing information—it’s about creating a connection with your community, and Carol shares her proven strategies to help you do just that.

Whether you’re new to public speaking or looking to refine your message, this episode is packed with actionable insights to help you create a signature talk that resonates and drives growth.

In our conversation you’ll hear:

• Why personal stories can forge meaningful connections with your community.

• How to craft a presentation that aligns with your practice's mission and goals.

• What makes a presentation memorable and effective in the mental health field.

• How to prevent information overload and keep your audience engaged.

• Step-by-step tips for structuring, refining, and practicing your signature talk.

Public speaking is a powerful tool for positioning yourself as a leader in the mental health space. It allows you to share your unique perspective, connect with potential clients and referral sources, and grow your group practice in meaningful ways.

Ready to use public speaking to grow your group practice? Tune in to this episode and take the first step toward becoming an impactful speaker!

 

LINKS:

Need extra support? Join The Exchange, a membership community just for group practice owners. 

The Group Practice Exchange Programs + Courses

The Accountability Equation™ Quiz

The Accountability Equation Book

 

CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE:

Website

Facebook

Instagram

LinkedIn

 

CONNECT WITH CAROL COX:

Website

LinkedIn

Speaking Your Brand Podcast

 

SPONSORS:

TherapyNotes: An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to therapynotes.com/r/thegrouppracticeexchange for two free months! 

GreenOak Accounting: An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month!

Ever thought about turning your expertise into a continuing education course? This episode is packed with insights on how to do just that! 

I sat down with Kimberly Parker, the CEO of Revive to Thrive Wellness Center in Texas, who has successfully made the leap to becoming an NBCC-approved provider. We dive into her journey, the steps she took, and all the lessons she learned along the way.

Whether you're new to the idea of creating CE courses or already exploring it, Kimberly’s experience offers a roadmap. From understanding the application process to mastering the marketing strategies, she breaks down what you need to know to make your courses successful and impactful for fellow mental health professionals.

In this episode, we discuss:

• Kimberly walks us through her experience and the application process, including key steps to get approval as a provider for continuing education credits.

• Why having well-defined course objectives is essential for an engaging and effective learning experience.

• Tips on keeping your documentation in order, which not only helps with the approval process but also ensures a smooth course delivery.

• The importance of knowing the varying continuing education requirements for different mental health licenses and why it matters for your course content.

• Strategies to effectively promote your continuing education offerings.

• The common challenges that come with being a CE course creator.

If you’re a group practice owner looking to expand your offerings and contribute to professional growth in the field, this episode will give you a solid foundation to get started. Tune in, take notes, and get ready to make an impact with your knowledge and experience!

 

LINKS:

Need extra support? Join The Exchange, a membership community just for group practice owners. 

The Group Practice Exchange Programs + Courses

The Accountability Equation™ Quiz

The Accountability Equation Book

 

CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE:

Website

Facebook

Instagram

LinkedIn

 

CONNECT WITH KIMBERLY PARKER:

Website 

Instagram 

Facebook

LinkedIn

Sign up for her emails!

 

SPONSORS:

TherapyNotes: An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to therapynotes.com/r/thegrouppracticeexchange for two free months! 

GreenOak Accounting: An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month!

Ever wondered how virtual reality could transform the way you run your group practice? This episode is going to open your eyes to what’s possible in the future of therapy.

In this episode, I sit down with Amity Cooper—an entrepreneurial coach and mental health professional—who shares how virtual reality is starting to transform mental health treatment. If you're curious about how tech can enhance your therapy practice and improve client outcomes, this conversation is for you.

We cover:

• The incredible potential of virtual reality to elevate mental health therapy.

• How virtual reality can enhance client engagement through immersive experiences.

• Innovative ways to incorporate virtual reality into your treatment plans.

• Ethical considerations around the use of virtual reality in therapy.

• Practical steps to start integrating virtual reality into your practice today.

Whether you’re tech-savvy or just starting to explore the possibilities, this episode will give you valuable insights into how to future-proof your practice. Tune in to learn how to leverage cutting-edge tools like virtual reality to improve client outcomes and stay ahead in the ever-evolving mental health world.

 

LINKS:

Need extra support? Join The Exchange, a membership community just for group practice owners. 

The Group Practice Exchange Programs + Courses

The Accountability Equation™ Quiz

The Accountability Equation Book

 

CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE:

Website

Facebook

Instagram

LinkedIn

 

CONNECT WITH AMITY COOPER:

Website

Facebook

LinkedIn

Do This First Boot Camp

 

SPONSORS:

TherapyNotes: An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to therapynotes.com/r/thegrouppracticeexchange for two free months! 

GreenOak Accounting: An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month!