The Group Practice Exchange

What does it really mean to run a values-aligned practice? As a group practice owner, I've learned how powerful it is to build a culture that actually reflects our values. In this episode, I sit down with my friend Tara Vossenkemper to answer the question "what is EOS?" and explore how it helps us create a true values-driven meaning in our practices. Tara and I talk about her journey with EOS core values, why it's so important to stay values-aligned, and how leaders like us can be intentional in demonstrating values in the workplace. We share real stories, mistakes, and lessons from our own practices so you can see what this looks like in action. Here's what you'll hear in our conversation: How EOS core values provide structure for a sustainable values-driven meaning in group practice Why so many owners struggle to define their values — and how EOS makes it easier Practical ways of demonstrating values in the workplace that actually change culture Hiring strategies to build a team that's truly values-aligned How doubling down on EOS core values shapes culture, leadership, and long-term success If you've been asking yourself "what is EOS?" or struggling with how to live out your values-driven meaning, this episode will help you lead with clarity, confidence, and alignment. 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 TARA VOSSENKEMPER: Website Culture Focused Practice 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!  

Do you really need a CFO, or is your accountant enough? If you're a group practice owner wondering whether your current accountant is giving you the insight you actually need to scale, this episode is for you. I sat down with Carter Freeman to talk about the evolving role of CFOs in therapy practices, and how CFO services - especially fractional CFO services - can help you grow smarter, not harder. We dig into the real differences between a CFO vs. accountant, why clinical leaders need more than just number crunching, and how financial strategy impacts everything from hiring decisions to clinical outcomes. If you've ever thought, "My accountant doesn't do that," this conversation will open your eyes. Here's what we cover in this episode: The key differences between a CFO vs. accountant - and why your practice likely needs both at different stages Why fractional CFO services might be your best next hire (even if you're not ready for a full-time CFO) How CFO services help align financial decisions with clinical growth and long-term sustainability Real-world cash flow management techniques that Carter uses with growing group practices What accountants for therapists should be doing - and where their role stops short of strategic leadership Whether you're planning to expand, hire nonclinical staff, diversify services, or even prep for a sale, understanding the role of a CFO is key. Carter and I break down the signs that it's time to bring one in and how to leverage financial leadership that moves your practice forward. Listen to the full episode now to learn how CFO services, fractional CFO services, and smarter cash flow management techniques can elevate your group practice beyond basic accounting.   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 CARTER FREEMAN: Website 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!  

Let's be real - building a leadership team isn't just about hiring strong people. It's about letting them lead. If you've ever found yourself answering endless questions from your clinical directors or leadership staff, wondering why they can't just run things without you, this episode is for you. In this week's episode, I sit down with leadership expert and clinical director Lisa Besler to break down the top 5 things leadership teams need from YOU, the group practice owner, to thrive without constant oversight. We dig into the mindset shifts and practice management systems that help you step out of the weeds and into visionary leadership. We're getting real about control, trust, and how to delegate tasks effectively without everything falling apart. If you want to focus on the big picture and finally stop being your team's go-to problem solver, this episode is a must-listen. In this episode, we unpack: Why most owners think they're delegating - but aren't. Hint: If your team still needs your approval for everything, you're not really practicing delegation in leadership. What true ownership looks like on a leadership team. Discover how to shift from being a decider to empowering clinical leadership to own results (even the messy ones). The one thing you're likely skipping that's sabotaging your team's success. It's not flashy, but it's foundational - and it's the heart of good practice management systems. How to train your team to think like leaders. We'll show you what real mentorship looks like inside solid leadership development practices. Why letting go is hard - and how to do it anyway. Lisa shares a powerful mindset reframe that helped her stop micromanaging and start trusting her people. Building a sustainable practice means building a sustainable team.  And that means it's time to take leadership development practices, delegation in leadership, and your internal practice management systems seriously. When you delegate tasks effectively, you create space for innovation, growth, and the freedom to finally focus on what really matters. Tune in to the full episode now to hear Lisa's top five game-changing tips - and start creating the kind of clinical leadership team that actually leads.   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 LISA BESLER: Website   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 your notes putting your practice at risk?  Skipping a HIPPA compliance checklist or letting sloppy therapy documentation slide could cost you big - legally, financially, and ethically. In this episode of The Group Practice Exchange Podcast, I'm joined by Dr. Tiana Kelly, who's here to help you strengthen your compliance practices, streamline your counseling documentation, and make sure your systems (and team!) are protecting your clients and your business. We're covering what you actually need in your HIPPA compliance checklist, how to spot the most common therapy documentation mistakes before they snowball, and why having the right therapy documentation software can make all the difference.  Here's what you'll learn in this episode: The most common compliance gaps in group practices - and why skipping your HIPPA compliance checklist isn't worth the risk. How to avoid the top counseling documentation mistakes Dr. Kelly sees over and over in chart audits. Why timeliness in therapy documentation isn't just a nice-to-have (and what to do if you've fallen behind). The features you should look for in therapy documentation software to make compliance easier on your whole team. How to implement new compliance policies without overwhelming your clinicians or disrupting client care. If you've ever wondered, "Am I doing enough to protect my practice?" this conversation will give you the clarity - and actionable steps - you need. Compliance doesn't have to be intimidating, and your HIPPA compliance checklist, counseling documentation, and therapy documentation software can work together to keep you safe and efficient.   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 DR. TIANA KELLY: Website Instagram Facebook 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!  

As a group practice owner, it's easy to assume your struggles are about hiring or team dynamics, when what's really needed is some honest reflection and strong leadership training for teams. In this episode, I sat down with leadership coach, Adrian Koehler to unpack what's actually going wrong in many therapy practices: leadership mistakes that no one wants to talk about. Adrian and I get into the real reasons leaders get stuck, why "being nice" isn't always kind, and how your discomfort might be costing your business. We bust some major myths about leadership, and Adrian shares what therapists-turned-leaders need to know if they want to grow a team that's healthy, honest, and aligned. Here's what we cover in this powerful conversation: The #1 blind spot that leads to the most common leadership mistakes - and how to start fixing it today What to do if you've given someone too many chances and it's starting to hurt your team (spoiler: it's not just about writing a PIP) Why great therapists often struggle as leaders, and how to overcome that disconnect with the right leadership training for teams The truth about radical candor, "ruinous empathy," and how these hidden habits damage team culture How to ask yourself one simple (but daring) question that reveals how to improve as a leader in your group practice Whether you're leading a small team or managing a growing staff, this episode will challenge how you think about leadership - and how you show up for your people.   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 ADRIAN KOEHLER: Website YouTube LinkedIn 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!

Wondering how to turn student loans into a recruitment and retention strategy for your group practice? This episode is for you.  I sat down with Connor Pierce - doctor of physical therapy and certified student loan consultant - to talk all things student loan planning, HRSA loan repayment, and nonprofit student loan forgiveness. As group practice owners, we're always looking for ways to support our team while growing our business sustainably. And let's be real - student loan planning isn't just about personal finance anymore. It can directly impact your hiring, retention, and overall business strategy.  Connor breaks it all down with practical tips on how to navigate student loan forgiveness for mental health professionals, how HRSA loan repayment programs work, and how nonprofit student loan forgiveness could be the edge you need to attract top talent. Here's what you'll learn in this episode: What most group practice owners don't know about student loan forgiveness for mental health professionals - and how to change that. The real difference between HRSA loan repayment and nonprofit student loan forgiveness (and how to know which is right for your practice). How opening a nonprofit arm of your practice could unlock student loan forgiveness for mental health professionals - and be a game-changer in hiring. The top student loan planning mistakes practice owners make - and how to avoid them. How your student loan planning strategy can (and should) be aligned with your business growth goals and tax planning. Whether you've already paid off your loans or you're still navigating repayment, there's a ton of value in understanding how student loan planning fits into the bigger picture. Especially if you're building a benefits package that stands out in a competitive hiring market. Tune in to learn how HRSA loan repayment, nonprofit student loan forgiveness, and smart student loan planning can fuel sustainable growth in your group practice.   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 CONNOR PIERCE & STUDENT LOAN PLANNER: Website Facebook Instagram TikTok X LinkedIn Pinterest YouTube   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!  

Could your group practice survive a board complaint?  If you've ever felt anxious about protecting your license - or the licenses of your team - this episode is a must-listen. In this episode, I sit down with Karen Pavlidis and Fran Schopick of The Working Alliance to talk about a topic that keeps a lot of group practice owners up at night: how to proactively reduce risk and avoid board complaints.  We dig into the biggest mistakes practice owners make when it comes to practice policies, the role of strong therapy documentation, and why a well-written therapy informed consent example is one of the most important clinical risk management documents in your practice. In this episode, we cover: The one red flag that gets ignored most often by clinicians - and how it leads to board complaints if left unaddressed. Why your therapy informed consent example might be missing critical language (and what it needs instead). The biggest mistake group practices make with practice policies - and how it opens the door to liability. How tech is making it too easy for clinicians to skip key therapy documentation steps that protect everyone. What a team culture rooted in clinical risk management looks like - and how to build one starting now. If you're a practice owner wondering what really goes into strong clinical risk management, you'll walk away from this episode with actionable steps to protect your practice, your team, and your clients.   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 THE WORKING ALLIANCE: Website Document Packages - Use coupon Code TGPE25 for 25%! Free Download: 11 Tips to Help You Avoid a Board Complaint... and Sleep Better at Night! Contact them HERE for team trainings around building awareness about best practices in risk management   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!

Feeling stuck in your group practice and wondering how to finally build real wealth as a practice owner?  If you've been pouring everything into your group practice but still feel like you're not gaining traction financially, this episode is for you. I sat down with Eric Miller, co-owner of Econologics Financial Advisors, to talk about the retirement strategies and financial freedom tips he suggests to help practice owners turn burnout into long-term success. We talk about how to stop relying on traditional retirement plans that don't serve practice owners, and instead focus on building true wealth through diversifying income and treating your business like the investment it is.  Whether you're deep into your group practice journey or just starting to scale, these retirement strategies will help you shift your financial outlook and take control of your future. Here's what we dive into in this episode: Why traditional retirement strategies often fail practice owners, and what to focus on instead if you want lasting success How to start diversifying income beyond just adding new services — and why that matters for your long-term financial security The weekly habit Eric swears by that boosts income and supports sustainable diversifying income streams The biggest financial mistakes practice owners make — and the simple financial freedom tips that can help you avoid them What your practice space, staff, and systems might be hiding — and how to use them more effectively before expanding If you've been looking for a roadmap to smarter retirement strategies, or just want some no-fluff financial freedom tips you can actually use, you're going to love this conversation.  Eric and I talk honestly about what it takes to create multiple diversifying income streams, how to think like an investor, and why now is the time for every practice owner to start planning for the future.   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 ERIC MILLER: Website Book: How To Become a Financial Beast Free booklet: Financial Strategies Every Practice Owner Needs to Implement to Build Wealth YouTube Facebook 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!

Have you thought about offering EMDR training for therapists in your practice, but don't want to overwhelm them? In this episode, I'm joined by Rachel Harrison from Trauma Specialists of Maryland, and together, we unpack how EMDR training for therapists can transform how group practices support clients, retain top-notch clinicians, and position your practice as a true leader in trauma-informed care. We're digging into why EMDR training can be a game-changer for group practices—and why it's more than just another line item on your clinician benefits sheet. We also talk about how to make trauma-informed care more than a buzzword—because trauma informed therapy training isn't just about being supportive, it's about creating real change. Tune in to learn about: Why offering EMDR training for therapists (even EMDR training online) is a must for group practices that want to stand out—and how it can impact your clinical outcomes in ways you might not expect. The difference between trauma informed therapy training and actually treating trauma—and how EMDR training for therapists bridges that gap. How group practices can integrate EMDR training online and in-person without overwhelming staff (and why clinicians are craving it!). Why trauma-focused certifications like EMDR training are becoming essential in today's mental health world—and what that means for your group practice's growth and visibility. Tips and real-world stories about weaving trauma-informed care and EMDR training into your culture so you're not just surviving the competitive market—you're thriving in it. Tune in now to hear why EMDR training might be exactly what your practice (and your team) needs to level up.    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 RACHEL HARRISON: 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!  

Feeling like the therapy referrals at your group practice have stopped flowing in? You're not alone, and it's not your fault.  A lot of us are seeing a drop in therapy referrals, even though the demand for therapy clients is still sky high. In this episode, I'm digging into what's really going on behind the scenes and sharing clear, actionable ways for how to get more therapy clients. I'll break down why the old strategies don't work anymore, how to modernize your approach of networking for therapists, and the exact systems you need to make your practice stand out in today's saturated market. If you've been wondering how to get more therapy clients and boost therapy referrals, this episode is your roadmap to getting back on track and filling those empty spots on your team's calendar. In this episode, I cover: Why therapy referrals have slowed down even though client demand is still high—and what you can do right now to turn it around What really works today when it comes to referral marketing ideas that move the needle for group practices The 5 common failure points in your intake process where therapy clients are dropping off (and how to fix them) Why blending marketing and networking for therapists is essential—and where most group practice owners go wrong One simple but powerful mindset shift to help you finally understand how to get more therapy clients consistently I'm also sharing a sneak peek into my upcoming live workshop, Referrals Reimagined, where we'll dive even deeper into the systems, scripts, and modern networking strategies that work in today's climate. Join us for the live workshop happening June 2nd! Ready to rethink how your practice attracts therapy clients and grows therapy referrals? Tune in to the full episode now and let's get your phones ringing again.   LINKS: Referrals Reimagined: Real Marketing + Modern Networking for Group Practices in Today's Landscape.  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   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 if bringing on dietitians in mental health could transform your group practice—but felt stuck on where to start?  In this episode, I'm sitting down with Jamie Magdic, registered dietitian and group practice owner, to dive deep into the logistics of dietitians in mental health, opportunities, and challenges of creating a true multidisciplinary practice. Jamie shares her experience running a thriving, insurance-based dietitian group and offers key insights into how multidisciplinary therapy can better serve your clients—and how to navigate the practical hurdles like billing, legalities, and team support. If you've been thinking about expanding your practice beyond therapy services, this episode is packed with must-know information, especially when it comes to dietitian insurance coverage and setting up your systems for success. In this episode, you'll learn: What makes bringing on dietitians in mental health so powerful—and why it's a growing trend for group practice owners. The biggest surprises (and headaches) when it comes to dietitian insurance coverage and why medical billing looks very different from therapy billing. How to structure a strong multidisciplinary practice team that ensures dietitians feel supported, legally protected, and able to thrive. The often-overlooked benefits of multidisciplinary team collaboration—and how it elevates client care and boosts outcomes. What systems and experts you need in place to create a sustainable multidisciplinary therapy environment (hint: supervision, billing, and legal guidance are critical!). Tune in to the full episode now to learn exactly how to navigate bringing dietitians in mental health into your practice and unlock the true benefits of multidisciplinary team care!   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 JAMIE MAGDIC: 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!  

Does public speaking anxiety stop you from saying "yes" to opportunities to share your voice? As therapy group practice owners, many of us find ourselves being pulled toward leadership beyond the therapy room—whether that's hosting retreats, teaching workshops, speaking at conferences, or simply leading internal trainings with more presence and ease.  But here's the thing: public speaking anxiety is very real—and faking it till you make it doesn't always work. In this episode, I'm joined by vocal and speaking confidence coach Linda Ugelow to dig into how to overcome fear of public speaking—not by pushing through it, but by healing what's underneath it. Because visibility isn't just about you—it's about the mission and message of your therapy group practice reaching the people who need it most. Here's what we're covering: Why public speaking anxiety affects so many practice owners—even those used to talking all day in session The real reason "just practicing more" doesn't solve it (and what to do instead) Grounded, practical public speaking anxiety tricks that actually work—like EFT, visualization, and body-based rituals How unresolved stories and inner critics fuel the public speaking anxiety—and how to rewire those beliefs Why public speaking is a powerful growth lever for your therapy group practice—and how to say yes to the mic with less dread If you've ever thought, "I should be doing more speaking, but I can't get past the public speaking anxiety," this one's for you.   LINKS: Linda's book: Delight in the Limelight 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 LINDA UGELOW: Website Facebook Instagram LinkedIn TikTok YouTube 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!

What's really happening in the mental health industry—and how will it affect your practice in 2025? From the growing influence of private equity investment in healthcare to the rise of values based care, the mental health industry is changing rapidly. We're seeing a consolidation wave across the mental health market, paired with the adoption of new tech and reporting models that could impact everything from how you run your business to how you get paid. This episode is a must-listen for anyone who's building (or hoping to protect) a sustainable, ethical, and independent group practice in a landscape that's becoming increasingly complex. In this episode, I'll walk you through: Why post-COVID demand is up, but your referrals might be slowing down—and how that connects to shifts in the mental health market What private equity investment in healthcare actually looks like behind the scenes (hint: it's not just about big buyouts) How the shift toward values based care could impact your reimbursement rates and clinical workflow What AI and tech disruptions really mean for day-to-day operations in group practices—and why it's closer than you think My personal strategies for staying visible, competitive, and value-aligned in a changing mental health industry As a group practice owner myself, I know how overwhelming it can feel to watch the mental health industry trends evolve so fast. But knowledge is power—and with the right tools, collaboration, and mindset, we can adapt and lead with intention. If you want deeper support, trainings, and community around navigating the changing mental health industry, come join us inside The Exchange membership. I've got you.   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   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!  

AI tools for therapists are changing the way we run our practices—from reducing admin work to improving efficiency in scheduling, billing, and even documentation.  If you've ever wondered how to use AI in your business, this episode is for you! I sat down with Christine Li, CEO of Mentaya, to talk about mental health technology and how AI is transforming group practices. Christine shares her predictions on where AI is headed, how it's already streamlining daily operations, and what practice owners need to know about data privacy. We also discuss AI for therapist notes, automated billing, and the growing role of AI-driven client intake. In this episode, we cover: How AI tools for therapists are automating scheduling, billing, and documentation—so you can focus on client care The future of mental health technology and how it will shape group practice management AI for therapist notes: Can AI reduce documentation time and eliminate late-night note-taking? Data privacy concerns: How safe is mental health technology, and what should practice owners watch out for? Practical strategies for how to use AI in your business—even if you're tech-avers As AI continues to evolve, it's becoming an essential tool for running a smoother, more profitable practice. Whether you're excited or hesitant about the shift, staying informed is key. Tune in now to learn how to use AI in your business to work smarter, not harder.   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 CHRISTINE LI & MENTAYA: Try Mentaya for free with code TGPE 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!  

Feeling overwhelmed trying to run your therapy business all on your own?  You're not alone! Many group practice owners hit a point where managing everything—from clinical work to admin tasks—becomes unsustainable. That's where building a leadership team comes in. If you want to know how to grow a therapy practice without burning out, this episode is for you! I'm diving into why building a leadership team is a game-changer for group practice owners. I'll walk you through the practical steps to create an effective leadership structure, common challenges you might face (like letting go of control!), and how to empower your team to take ownership—so you can focus on growing a sustainable therapy business instead of being stuck in the day-to-day grind. Here's what I cover: Why building a leadership team is essential if you want to scale your therapy business without working 24/7. How to delegate effectively without micromanaging—and what mistakes to avoid when learning how to grow a therapy practice. The biggest mindset shifts you need to make to step into a true leadership role in your therapy business. Practical strategies for turning clinicians into leaders (without overwhelming them) and successfully building a leadership team. How successful group practice owners use leadership structures to grow their therapy businesses sustainably. If you've been struggling to step back and let your team step up, this episode will give you the strategies and confidence to finally make it happen! Tune in now and learn how to grow a therapy practice by building a leadership team!   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 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 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 Instagram LinkedIn   CONNECT WITH JOSHUA SATTERLEE: Website Instagram 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: Website Facebook Instagram LinkedIn   CONNECT WITH DR. TRACY MASIELLO: Website Instagram 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!