Wise Practice Podcast

If you've ever missed a call from a potential client and thought, "Ugh… there goes another one," you are not alone.

In today's Wise Practice Podcast episode, I'm sitting down with my good friend and tech genius Uriah Guilford to talk about something that could completely change that story—using AI to design an intake process that works around the clock, never misses a lead, and still feels personal and client-centered.

We're diving into real, HIPAA-compliant tools that can answer calls 24/7, book consultations instantly, and make sure no one slips through the cracks—without adding more to your already overflowing plate. Whether you're an AI skeptic or you're ready to go all in, you're going to walk away from this conversation with practical ways to bring your intake system into the future.

Let's get into it.

06:19 How Uriah got into AI 08:05 AI explained for therapists 11:40 The big intake problem 17:08 24/7 voice AI in action 22:08 Chatbots and centralizing referrals 23:28 Will clients hate AI? 29:48 Phone numbers and setup 33:18 AI handling texts 34:22 Can AI manage tough calls?

Show Sponsor Practice at Scale

This episode is sponsored by Practice at Scale, the growth engine for therapy practices ready to scale without burnout. If you're tired of wondering where your next client will come from or constantly tweaking your website and SEO with no results, Practice at Scale will build and run your full growth engine. That means local SEO, Google Ads, systems support, and marketing execution, all tailored to your unique practice and values. They specialize in helping therapy practices put their practice growth on autopilot.

Start with a free marketing and website analysis at practiceatscale.co/wise-analysis. Your next chapter of sustainable growth starts here.

Uriah's Links and Resources

Website Facebook Instagram

Use code WISEPRACTICE to get 20% off any of our training programs, including Therapy Intake Pro

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Hey friends, today's episode is one of the most personal I've ever recorded.

I'm pulling back the curtain on my past year—the wins, the challenges, and the moments I honestly wondered if I was still called to this work. If you've ever felt discouraged in your practice, if you've questioned your leadership, or if you've wondered how God could possibly use the hard stuff you're walking through… this one's for you. I'm sharing the real story of how He's been refining me as a leader, what I've learned through mistakes, and the practical steps that will help you rise back up when the weight of practice ownership feels heavy.

So grab your coffee, settle in, and let's get honest about discouragement—and the God who meets us in it.

07:08 Back-to-Back Employee Challenges 09:25 Learning to Trust Your Leadership Team 11:05 Step 1: Remember the Past 13:58 Step 2: Be Honest with Yourself 15:59 Step 3: Be Okay With Mistakes 17:43 Step 4: Develop a Leadership Team 20:37 Step 5: Find a Consultant or Community 22:35 Final Encouragement for the Discouraged

Show Sponsor Practice at Scale

This episode is brought to you by Practice at Scale, the done-for-you growth team for therapy practices.

If you've been stuck juggling marketing, operations, and admin tasks, and you know it's time to scale beyond DIY, Practice at Scale is your answer. They become your practice's growth team that can run your SEO, Google Ads, improve your systems, and help you bring in more ideal clients, all without needing a full-time hire.

Whether you're looking to grow your group practice or just want your evenings back, book a call with their team today at https://www.practiceatscale.co/schedule.

Links and Resources

Looking for support and connection: Join the Wise Practice Community

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Hey friends—let's talk about something we all wrestle with but don't always feel great about: money. 😬

Whether it's setting fees, managing income, or wondering if we're allowed to actually be financially secure while doing this sacred work—we've all been there.

In this episode, I'm sitting down with Diane Webber, a licensed therapist and money skills coach, to have a real-deal conversation about what it means to let your money serve you. We're talking values, mindset shifts, and how to create a private practice that not only supports your clients—but also supports your life and your family.

If you've ever felt guilt around making money… or stressed every time you look at your bank account… or like you're stuck in hustle mode just trying to stay afloat—this one's for you.

Trust me, you're going to walk away with freedom, clarity, and maybe even permission to breathe a little easier.

10:30 When Work-Life Balance Becomes Non-Negotiable 14:15 From Salary Shame to Money Conversations 18:50 What Matters Most: Time or Money? 22:40 Teaching Kids Financial Literacy with Grace 27:00 Is Money Running You—or Are You Running It? 30:40 Clarifying Your "Enough" and Finding Contentment

Show Sponsor My Best Practice

My Best Practice makes switching EHRs easy—because we know that's what therapists dread.

Our White Glove Migration lets you keep seeing clients while we handle your EHR transition with you lowering your stress with a personal touch MBP is the EHR for evidence-based care—designed for therapists using CBT, DBT, ACT, EMDR, TF-CBT and more. You'll love: - AI-generated SOAP & Progress Notes - 2-Way Google Calendar Sync - Mobile app for phones - Built-in Telehealth and Group Appointments - Custom forms, notes, treatment plans, and payroll reports

Everything you need, whether you're solo or running a growing group practice.

Therapists say it's easy to use, backed by responsive customer support, and a full step-by-step guide library.

That's why MBP was the first EHR to earn 5/5 stars from Choosing Therapy and won Best Overall EHR in Mental Health for 2025 for the second year in a row.

Try My Best Practice and get 3 extra months free: https://referral.mbpractice.com/ref/wisepractice

Diane Webber Resources

Website: https://www.dianewebber.me/

Links and Resources

Looking for support and connection: Join the Wise Practice Community

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Wise Practice Summit

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If you think HIPAA compliance is boring… think again.

Hey friends, Whitney here! 🙋‍♀️ I know, I know—just hearing the word HIPAA might make your eyes glaze over. But trust me, this is the episode you didn't know you desperately needed.

Whether you're running a solo practice or leading a growing group, staying compliant isn't optional—and the risks of getting it wrong are bigger than you might think.

That's why I brought in Dr. Tiana Kelly, a rockstar compliance consultant and practicing therapist, to break down the five most common HIPAA mistakes she sees in private practices (yes, even the well-meaning ones). We're talking accidental breaches, boundary blunders, billing issues, and those little things you "didn't know you didn't know"—all the stuff that could put your practice at risk.

The best part? Tiana shares super practical, doable steps you can take today to clean up your systems, tighten your documentation, and train your team without the overwhelm.

So pour a cup of coffee, grab your notebook, and let's make sure your practice is protected and thriving. 🎧

09:00 Mistake #1: Accidental HIPAA Breaches 13:13 Mistake #2: Boundary Violations (Especially Via Text) 17:09 Mistake #3: Untimely Documentation 21:43 Mistake #4: Billing Before the Note Is Written 24:48 Mistake #5: "You Don't Know What You Don't Know" 27:48 Are Your Systems Really HIPAA Compliant?

Show Sponsor My Best Practice

Looking for an EHR that saves you time and supports real therapy? Try My Best Practice.

Created by therapists for therapists, MBP gives you: - AI SOAP & Progress Notes - One-click documentation - 2-Way Google Sync - A mobile app - Group Appointments and Notes - Customizable Forms, Notes and Treatment Plans - Payroll reporting

Therapists love how it makes routine outcome measures seamless—with auto-scheduling, autoscoring, and automatic charting.

With all that, it's no surprise MBP was named Best Overall EHR in Mental Health for 2025 for the second year in a row and the first EHR ever awarded 5/5 stars by Choosing Therapy.

Get 3 months free by going to: https://referral.mbpractice.com/ref/wisepractice

Dr. Tiana Kelly's Resources

Website Instagram Facebook Move Forward Counseling on LinkedIn Dr. Kelly on LinkedIn

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Looking for support and connection: Join the Wise Practice Community

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Are you tired of holding your entire group practice together with grit, late-night Google searches, and sheer willpower? 😵‍💫 You are so not alone.

Whitney Owens sits down with group practice owner and EOS expert Tara Vossenkemper, PhD, LPC, to talk about what happens when you finally stop white-knuckling your business and implement structure that actually works. Tara went from chaotic growth and burnout to clarity, calm, and a team that's rowing in the same direction—and she's sharing exactly how she did it using the Entrepreneurial Operating System (EOS).

✨ You'll learn:

• What EOS is (and why it's not just for giant corporations)
• How structure creates freedom (and less stress)
• Why Visionaries need Integrators (aka, your sanity-saver)
• How clarity invites the right team members and gently releases the wrong ones
• What a Level 10 (L10) meeting looks like—and why it's a game-changer

Plus, Whitney gets real about how God has used her business to do some deep, refining work in her own heart.

Whether you're brand new to group practice or knee-deep in leadership, this episode is for you. Get ready for lightbulb moments, honest laughs, and practical takeaways you can use this week.

07:19 What is EOS? 16:34 Life After EOS: Calm, Clarity, and Collaboration 23:32 When Should You Start EOS? 28:23 Tara's Leadership Team & Accountability Chart 35:00 What is an L10 Meeting?

Show Sponsor My Best Practice

Therapists love My Best Practice—because it makes evidence-based care easy.

You get: - AI SOAP and Progress Notes - Telehealth and Group Appointments - 2-Way Google Calendar Sync - A Mobile App for phones - Group Notes and Payroll Reports - Customizable Forms, Notes and Treatment Plans - A simple, one-click notes system for CBT, ACT, DBT, EMDR, TF-CBT and more

Plus, MBP handles your routine outcome measures automatically—with scheduling, autoscoring, and auto-charting.

It's no wonder MBP was the first EHR ever awarded 5 out of 5 stars by Choosing Therapy and won Best Overall EHR in Mental Health for 2025.

Need to switch from another system? MBP offers standard onboarding support free for all customers, and now offers White Glove Migration to handle the entire transfer for you.

Get 3 months free through my link: https://referral.mbpractice.com/ref/wisepractice

Tara Vossenkemper's Links and Resources

Culture Focused Practice Podcast EOS Collective for Group Practices Facebook YouTube Website

Links and Resources

Looking for support and connection: Join the Wise Practice Community

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Ever feel like you're shouting into the void on social media—and still hearing crickets? Wondering why those three reels a week aren't filling your practice?

This episode of The Wise Practice Podcast is your wake-up call (and your permission slip to do content differently).

I sit down with Jimmy McKay—physical therapist turned podcasting powerhouse—to talk about how practice owners can scale their voice, grow their impact, and finally start showing up online in a way that actually works.

Jimmy breaks down exactly why content isn't about going viral—it's about earning trust. He'll show you how one hour a week can turn into 50 pieces of value-packed content, and why your podcast (or video or blog) should be your most powerful salesperson.

If you're ready to cut through the noise, connect with the right clients, and stop feeling invisible online, this one's for you.

09:27 Conversations > Presentations: Why Dialogue Drives Deeper 17:03 Translating Clinical Insight into Marketable Media 22:40 What Is Your Product, Really? The Golden Rule of Content Creation 25:51 Three Reels a Week Didn't Work—Here's Why (and What to Do Instead) 30:24 Scaling YOU: Turning One Hour Into 50 Pieces of Content 40:21 Jab, Jab, Jab, Right Hook: The Secret to Converting Content to Clients

Show Sponsor My Best Practice

Try My Best Practice, the EHR built by and for evidence-based therapists.

It's designed to make therapy easier, with features like:

• AI SOAP & Progress Notes
• 2-Way Google Calendar Sync
• A mobile app for phones
• Telehealth, group appointments, and group notes
• Customizable forms, notes, and treatment plans
• Built-in payroll reports

And everything else solo practitioners and group practices love.

Enjoy responsive customer support, an easy-to-use interface, and a comprehensive how-to library with step-by-step screenshots.

If you want to save time, reduce your stress, and make evidence-based care easy, My Best Practice is your EHR.

And here's why: It was named Best Overall EHR in Mental Health for 2025 for the second year in a row and was the first EHR ever awarded 5 out of 5 stars by Choosing Therapy.

Get 3 months free! Sign up at: https://referral.mbpractice.com/ref/wisepractice

Jimmy McKay's Resources

[email protected] Website Instagram X Facebook

Links and Resources

Looking for support and connection: Join the Wise Practice Community

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Wise Practice Summit

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Bootstrapping your private practice can feel like a badge of honor—gritty, independent, and determined. But that hustle can quietly turn into burnout if you're not scaling with strategy. On this episode of the Wise Practice Podcast, Neal Samudre joins Whitney Owens to unpack the five biggest traps that trip up bootstrapped practice owners—and how to break free from them.

If you're tired of spinning your wheels or stuck in solo mode, this conversation is your roadmap to building a thriving, sustainable practice with less stress and more freedom.

06:40 The Bootstrap Mindset: Why It'll Eventually Hold You Back 11:14 Filling the White Space Just to Stay Busy 15:00 The Delegation Trap 20:25 Seeing People as Task Managers Instead of Leaders 25:07 Not Having an Experimental Mindset 35:19 The Power of In-Person Events

Show Sponsor Arc Integrated

This episode is sponsored by Arc Integrated — a company that has truly transformed the way I lead. I've personally worked with Arc Integrated, and Michael was my business coach. He helped me restructure my leadership approach, delegate more effectively, and create systems that gave me fewer headaches and more time to focus on what matters. As a result, our team just had our best month yet — and I can confidently say that stepping into real leadership made it happen.

Arc Integrated specializes in helping leaders navigate change with confidence. Through personalized coaching, leadership training, and strategic planning, they help reduce stress, enhance communication, and build emotional intelligence within teams.

Visit arcintegrated.com/coaching to schedule your free leadership consultation. You'll walk away with tangible strategies to drive the success of your practice.

Neal Samudre's Resources

Website LinkedIn

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Looking for support and connection: Join the Wise Practice Community

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What if your EHR actually made your life easier instead of adding to your to-do list?

In this episode, I'm joined by Dr. J. Ryan Fuller—psychologist, tech innovator, and self-proclaimed former workaholic—who gets what it's like to run a private practice and still want a life outside of it. He's one of the brains behind a platform that's flipping the script on clunky, stress-inducing software and replacing it with clean, simple tools that actually help you do your job better (and faster!).

We're talking about smart automation, AI-generated progress notes (that don't feel scary), evidence-based workflows, and all the little things that save you time so you can focus on what really matters: your clients and your sanity.

If you've ever felt like your software was working against you—or you just love geeking out about ways to streamline your practice—this one's for you. Let's dive in!

07:25 A Winding Path to Private Practice 12:25 Why Burnout Starts With Bad Systems 16:13 New Client? Here's How the Workflow Flows 24:46 Let's Talk AI & Confidentiality 28:53 Final Words of Wisdom (and an Invite to Demo)

Show Sponsor Arc Integrated

This episode is sponsored by Arc Integrated — a company that has truly transformed the way I lead. I've personally worked with Arc Integrated, and Michael was my business coach. He helped me restructure my leadership approach, delegate more effectively, and create systems that gave me fewer headaches and more time to focus on what matters. As a result, our team just had our best month yet — and I can confidently say that stepping into real leadership made it happen.

Arc Integrated specializes in helping leaders navigate change with confidence. Through personalized coaching, leadership training, and strategic planning, they help reduce stress, enhance communication, and build emotional intelligence within teams.

Visit arcintegrated.com/coaching to schedule your free leadership consultation. You'll walk away with tangible strategies to drive the success of your practice.

Dr. J. Ryan Fuller's Resources

My Best Practice (3 months FREE) YouTube LinkedIn Instagram Facebook Ryan on Instagram

Links and Resources

Looking for support and connection: Join the Wise Practice Community

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Check out all of the podcasts on the PsychCraft Network

Wise Practice Summit

Wise Practice Membership

Whether you're leading a group practice, managing a team, or heading a project, your ability to communicate directly shapes your success.

Yet even the best leaders can unintentionally undermine their message—and their mission—by falling into common communication traps.

Michael Diettrich-Chastain from ARC Integrated recently shared five of the most common communication mistakes leaders make, why they happen, and what to do instead. Here's a breakdown of his thoughtful, experience-based guidance.

09:50 Why Communication is a Top Leadership Struggle 11:31 The Power of Being Direct 15:52 Ignoring Communication Styles 18:22 Document It, Don't Just Say It 26:19 What's Your Behavioral Plan? Why Every Practice Needs One 28:38 When You Care Deeply, Accountability Hurts—But It's Still Necessary

Show Sponsor Arc Integrated

This episode is sponsored by Arc Integrated — a company that has truly transformed the way I lead. I've personally worked with Arc Integrated, and Michael was my business coach. He helped me restructure my leadership approach, delegate more effectively, and create systems that gave me fewer headaches and more time to focus on what matters. As a result, our team just had our best month yet — and I can confidently say that stepping into real leadership made it happen.

Arc Integrated specializes in helping leaders navigate change with confidence. Through personalized coaching, leadership training, and strategic planning, they help reduce stress, enhance communication, and build emotional intelligence within teams.

Visit arcintegrated.com/coaching to schedule your free leadership consultation. You'll walk away with tangible strategies to drive the success of your practice.

Michael Diettrich-Chastain's Resources

Arc Integrated Michael on Instagram Arc Integrated on Instagram Michael on LinkedIn Arc Integrated on Facebook Michael on Facebook Michael's Book Michael's Card Deck

Links and Resources

Looking for support and connection: Join the Wise Practice Community

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Wise Practice Summit

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Are you a faith-based practice owner who wants to run a profitable business and make a radical difference in the lives of your team and community?

Then this episode is a must-listen. Whitney Owens sits down with faith-forward accountant Nate Hendrikse to talk about how Christian business owners can approach money differently—without sacrificing strategy or sustainability.

You'll hear powerful ideas like creating a giving account, using profit to bless your team in surprising ways (yes, even covering unexpected expenses!), and how to shift your mindset from scarcity to sacred purpose. Nate shares real stories and practical tips that will have you rethinking what it means to steward your business with Kingdom values.

Whether you're struggling with money stress, figuring out how to reward your team, or wondering how to live out your faith through your business—this episode will inspire you, challenge you, and give you concrete steps to live generously and lead with love.

Tune in now—you don't want to miss this one.

08:42 Faith-Based Finances: Viewing Money as an Act of Worship 11:25 The Gift and Responsibility of Faith-Based Entrepreneurship 14:12 All Work as Worship: From Therapy to Dishwashing 16:20 Profit Enables Generosity: The Case for a Giving Account 21:29 Radical Generosity in Faith-Based Practices 27:04 Can I Pay My Intern a Surprise Bonus? 30:55 Letting Go of Control and Trusting God with Business Finances

Show Sponsor Arc Integrated

This episode is sponsored by Arc Integrated — a company that has truly transformed the way I lead. I've personally worked with Arc Integrated, and Michael was my business coach. He helped me restructure my leadership approach, delegate more effectively, and create systems that gave me fewer headaches and more time to focus on what matters. As a result, our team just had our best month yet — and I can confidently say that stepping into real leadership made it happen.

Arc Integrated specializes in helping leaders navigate change with confidence. Through personalized coaching, leadership training, and strategic planning, they help reduce stress, enhance communication, and build emotional intelligence within teams.

Visit arcintegrated.com/coaching to schedule your free leadership consultation. You'll walk away with tangible strategies to drive the success of your practice.

Nate Hendrikse's Resources

Clinician Profitability Tool LinkedIn YouTube Discovery Call (1 free month of our services if you sign up for a discovery call using code WISE)

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