Afleveringen
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Many private practice owners report examples of losing good staff because they couldn’t match the compensation of a competitive offer. If compensation at a private practice is generally lower than at larger competitors like hospitals or health systems, what can you do? My guest today helps his private practice clients work through this, and he has some ideas for us.
Mike Lyons is an HR Consultant and Fractional HR Leader to small and medium sized healthcare clients, and he owns and runs Seasoned Advice. Mike has 20 years of HR leadership experience in multiple settings, but healthcare has been my favorite environment to support. Mike helps his clients reduce risk, improve staff retention, and recruit healthcare staff, among other services.
In this episode Carl White and Mike Lyons discuss:
How often Mike deals with this situation The advantages a private practice has over larger competitors How a private practice puts those advantages into practice when they can’t necessarily pay at the topWant to be a guest on PracticeCare®?
Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.
Connect with Mike Lyons
https://www.linkedin.com/in/mikelyonshr/
https://www.seasoned-advice.com/
Connect with Carl White
Website: http://www.marketvisorygroup.com
Email: [email protected]
Facebook: https://www.facebook.com/marketvisorygroup
YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig
LinkedIn: http://www.linkedin.com/in/healthcaremktg
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Our topic today is hiring good people as a small practice. My guest and I don’t have definitive answers, but we do have our own experiences – her as a practice owner, and me as a small business owner. Today is a discussion of our experiences and ideas. As with every episode of PracticeCare®, we hope it helps you out.
Mary Lou Savino has been practicing physical therapy since 1992 and opened Be Fit PT & Pilates in 2008. She specializes in the use of Pilates as therapeutic exercise in rehab with an eclectic approach to incorporating Pilates, Dry Needling, Light Therapy and wellness modalities into treatments. Mary Lou has always been a fitness and health enthusiast, so her concept behind this integrated model was to be able to go beyond traditional PT and utilize things like light therapy, dry needling, Pilates and core strengthening, and massage therapies to be a more well-rounded practice and to be able to take PT to the next level.
In this episode Carl White and Mary Lou Savino discuss:
The challenges we see when hiring good people as a small practice Strategies – keeping your finger on the pulse of good people, your unique practice profile, and others as we talk it through!Want to be a guest on PracticeCare®?
Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.
Connect with Mary Lou Savino
http://www.befitpt.com
https://www.facebook.com/BeFitPTinDG https://www.instagram.com/befitphysicaltherapypilates/?hl=en
www.linkedin.com/in/mary-lou-savino-b2127222
Connect with Carl White
Website: http://www.marketvisorygroup.com
Email: [email protected]
Facebook: https://www.facebook.com/marketvisorygroup
YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig
LinkedIn: http://www.linkedin.com/in/healthcaremktg
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Zijn er afleveringen die ontbreken?
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On this podcast we’ve had numerous guests talk about business systems – why they’re needed and why they’re valuable. You’re sold, but what goes into a good system? Today we’re tackling the essential ingredients with a consultant who helps his clients develop them.
Dr. Ervin, a Fellow of Systems Wisdom, is a nurse executive, entrepreneur, legal nurse consultant, and retired U.S. Army officer with over 20 years leading complex healthcare organizations and growth-stage ventures. He serves as Adjunct Faculty at Rowan College of South Jersey, teaching entrepreneurship. A former COO and senior leader, he has driven mergers, turnarounds, and value-based care initiatives. Founder and CEO of AllNet Coaching & Consulting, he delivers medical distribution, consulting, and innovation solutions while advancing partnerships, standards, and healthcare commercialization with global impact and reach.
In this episode Carl White and John Ervin discuss:
The core ingredients of a good business system How a practice can tell when the system they’ve built is “good” Why business systems are never doneWant to be a guest on PracticeCare®?
Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.
Connect with John Ervin
https://www.linkedin.com/in/johnaeervin
https://johnnyi123.substack.com
https://medium.com/@johnaervin
Connect with Carl White
Website: http://www.marketvisorygroup.com
Email: [email protected]
Facebook: https://www.facebook.com/marketvisorygroup
YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig
LinkedIn: http://www.linkedin.com/in/healthcaremktg
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Many physicians know about Direct Primary Care (DPC) and Concierge Primary Care on a surface level, but what about when you go under the hood? How do they work? Which model is better for you? My guest today helps his clients sort these questions out, and he’ll give us his insights.
Bob Whittemore is a consultant in the Healthcare Services Group with WebsterRodgers, based in South Carolina. Bob has over three decades of experience both as a senior executive at large physician practices and as a commercial lender at some of the country’s biggest banks. Bob brings practical and insightful understanding of the regulatory, financial, and operational pressures that healthcare entities encounter. In his consulting role, Bob advises physicians and their practices in the areas of operational and financial improvement, compensation, and overall practice optimization.
In this episode Carl White and Bob Whittemore discuss:
Core similarities and differences between DPC and concierge primary care The upsides and headaches of each one that physicians don’t realize until they start Keys to success in opening up, and missteps to avoidWant to be a guest on PracticeCare®?
Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.
Connect with Bob Whittemore
https://websterrogers.com/industries-who-we-serve/healthcare/
Connect with Carl White
Website: http://www.marketvisorygroup.com
Email: [email protected]
Facebook: https://www.facebook.com/marketvisorygroup
YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig
LinkedIn: http://www.linkedin.com/in/healthcaremktg
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There’s a saying in business: if you’re not growing, you’re dying. I personally don’t believe it but it’s popular. One way to grow is to add more locations. Is it a good idea for you? My guest today advises her clients on how to succeed in private practice, including when growing, and she’ll share her thoughts with us.
Lisa Levesque is the principal and Business & Executive Coach at Breakthrough Business Strategies with a focus on healthcare professionals who are technically excellent but need help with the practice of business. Prior to her current business, Lisa held senior level leadership roles at Fidelity Investments, and she leverages these experiences to help her clients achieve business excellence.
In this episode Carl White and Lisa Levesque discuss:
Pros of expanding to more locations Cons of expanding to more locations Whether or not there are good vs. bad times to start adding locations Alternative ways to growWant to be a guest on PracticeCare®?
Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.
Connect with Lisa Levesque
www.linkedin.com/in/llevesque
Video Resources Lisa Levesque Mentioned in this Episode
Help with a vision statement: https://www.youtube.com/watch?v=dZShbB59giM Help with a mission statement: https://www.youtube.com/watch?v=1xs4I349cdcConnect with Carl White
Website: http://www.marketvisorygroup.com
Email: [email protected]
Facebook: https://www.facebook.com/marketvisorygroup
YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig
LinkedIn: http://www.linkedin.com/in/healthcaremktg
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Just because you want to sell your practice doesn’t mean anyone wants to buy it. Just because you have a price in mind doesn’t mean anyone will pay it. My guest today lived this experience herself, and now she works with clients to help them get their practice into a sellable condition.
Dr. Ruth Mannschreck is a dentist, practice management strategist and Owner/Founder of Shoreline Strategies LLC. Dr. Ruth built a successful practice from the ground up and in response to a life-altering experience with her family, reduced her practice hours from 40 to 25 per week. Despite the drastic change, the practice returned to its' previous revenue production and then moved forward to exceed those levels, allowing her to be with her family during a difficult time.
This shift in perspective led her to create a streamlined business model that focuses on strong systems, building a high-performing team and fostering a magnetic company culture.
In this episode Carl White and Ruth Mannschreck discuss:
Her story of selling her own practice What an unsellable practice looks like What practice owners can do right now to make sure your practice is in sellable conditionWant to be a guest on PracticeCare®?
Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.
Connect with Ruth Mannschreck
https://www.linkedin.com/in/ruthmannschreck/
Connect with Carl White
Website: http://www.marketvisorygroup.com
Email: [email protected]
Facebook: https://www.facebook.com/marketvisorygroup
YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig
LinkedIn: http://www.linkedin.com/in/healthcaremktg
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Regular maintenance is a fact of life and never questioned. Annual physical. Change the oil in your car. Get your furnace checked out. Regular maintenance makes good sense. When is the last time you performed an annual check-up on your own practice? I’ll bet it’s been longer than a year. That’s not good. My guest today works with practices on all manor of operations, and he’ll tell us what to include in a practice annual check up.
David Zetter is the founder and President of Zetter HealthCare, LLC in Mechanicsburg, PA and has over 24 years of operational and healthcare experience. David is nationally recognized for his speaking, presentations and healthcare business expertise. He is well versed in regulatory requirements, revenue cycle management, credentialing and contracting, compliance, coding and documentation. He is considered an expert on Medicare, not only by his clients, but also through consultant colleagues and healthcare attorneys across the country. David is an expert on ERISA regulations, which protect over 80% of the claims in the US, and he knows how to stop payor recoupments dead in their tracks and what is legal and illegal in many payor contracts. David’s firm works with healthcare professional clients and facilities coast to coast, in all areas of practice and facility management.
In this episode Carl White and David Zetter discuss:
The value of an annual check-up What to focus on when doing an annual practice check-up What David says to owners who say “we check in each month. We’re covered.”Want to be a guest on PracticeCare®?
Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.
Connect with David Zetter
https://zetter.com/
https://www.linkedin.com/company/zetter-healthcare/
https://www.linkedin.com/in/djzetter/
Connect with Carl White
Website: http://www.marketvisorygroup.com
Email: [email protected]
Facebook: https://www.facebook.com/marketvisorygroup
YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig
LinkedIn: http://www.linkedin.com/in/healthcaremktg
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Running your business is stressful. Probably the biggest stressor is financial. You carry that with you, but how do you keep it at work and out of your relationships at home? My guest today is a financial advisor who works with practice owners on their business and personal finances. He sees this question in a number of his clients, and he’ll share the advice he gives to them.
Randall Avery, CFP®, CFA helps professionals, practice owners, and pre-retirees turn financial uncertainty into clarity and confidence. Clients often come to him feeling overwhelmed by big decisions around retirement, investing, taxes, and cash flow — unsure if they’re making the “right” moves. Randall’s role is to simplify the noise, help clients define what financial success means to them, and create a clear plan that supports both their life and their values.
In this episode Carl White and Randall Avery discuss:
How often he talks with clients about this topic The dangers of bringing financial stress home What he says to clients to help them outWant to be a guest on PracticeCare®?
Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.
Connect with Randall Avery
Facebook Personal - https://deasilwm.com/brunch-amp-budgets/
Facebook Business - https://www.facebook.com/DeasilWM
LinkedIn -https://www.linkedin.com/in/randallavery/
YouTube -ttps://www.youtube.com/channel/UCEasRohhwof2xaNUr209kUw
Instagram - https://www.instagram.com/rsadeasil50/
Connect with Carl White
Website: http://www.marketvisorygroup.com
Email: [email protected]
Facebook: https://www.facebook.com/marketvisorygroup
YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig
LinkedIn: http://www.linkedin.com/in/healthcaremktg
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There’s a joke in marketing that was said a painfully long time ago yet still vexes people today, and it’s this: I know half of my marketing is working, I just don’t know which half. It doesn’t have to be that way. Marketing strategies can be tested for their effectiveness, and my guest today will share her insights on how she does it.
Dr. Heather Levites is a Board-Certified Plastic Surgeon with a special interest in advanced cosmetic surgery. She earned her undergraduate degree at MIT after attending an arts high school in New York City. She earned her MD from the State University of New York at Stony Brook, and completed her plastic surgery training at Duke University. She went on to complete an additional fellowship year of specialized training in aesthetic surgery in Charlotte. Dr. Levites opened the doors to her own practice, LevityLifts, in August 2025. Additionally, Dr. Levites is Clinical Faculty at Duke University.
In this episode Carl White and Dr. Heather Levites discuss:
The core parts of her own marketing plan to grow her practice Her own journey to test those core parts well and what she learned Her advice to practice owners struggling with marketing effectivenessWant to be a guest on PracticeCare®?
Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.
Connect with Dr. Heather Levites
https://www.instagram.com/levitylifts
https://www.facebook.com/LevityLifts
https://www.tiktok.com/@levitylifts?_r=1&_t=ZP-92sdlKmD62o
Connect with Carl White
Website: http://www.marketvisorygroup.com
Email: [email protected]
Facebook: https://www.facebook.com/marketvisorygroup
YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig
LinkedIn: http://www.linkedin.com/in/healthcaremktg
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As AI makes billing faster, it also makes it easier for bad actors to target practices and their revenue cycle. My guest today works extensively in RCM, and implements AI in RCM, and he’ll open our eyes to the dark side and how to fight back.
Vinod (Vinny) brings over 15 years of experience in operations, financial analysis, strategy, growth, corporate development, strategic planning, and marketing. At MBWRCM, he is involved in applying his experience to optimize revenue cycle process flows to improve our clients' profitability and performance.
In this episode Carl White and Vinny Sankaran discuss:
AI-Driven Phishing and Fraud: How hackers are using Generative AI to create hyper-realistic fraudulent claims and payment redirect requests. The Evolving Cybersecurity Landscape: Why RCM systems are now the primary target for ransomware due to the high value of PHI and financial data. Defensive AI: Using AI to detect patterns in billing data that indicate a breach or fraudulent activity before it’s too late. Building a Redundancy Plan: Practical steps for independent practices to ensure continuity of claims processing during a widespread cyber outage. The Ethics of AI in Security: Addressing the liability shift when AI makes a decision that leads to a data exposure.Want to be a guest on PracticeCare®?
Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.
Connect with Vinny Sankaran
https://www.linkedin.com/in/vinodsankaran/
Connect with Carl White
Website: http://www.marketvisorygroup.com
Email: [email protected]
Facebook: https://www.facebook.com/marketvisorygroup
YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig
LinkedIn: http://www.linkedin.com/in/healthcaremktg
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A material cost in a practice is the cost of replacing staff. One of the bigger people mistakes practices make is not properly onboarding and training a new hire. You wouldn’t think so given the costs, but it happens all the time. My guest today helps her clients with a variety of HR needs, including onboarding and training, and she’ll help us understand how to get onboarding right.
Lorianne Isaacson is the founder of Personnel Matters, a company dedicated to helping business owners create stability, structure, and scalability through strong people systems. With decades of experience in operations, healthcare, and organizational development, Lorianne is known for turning chaos into clarity by building documented processes, clear roles, and accountability frameworks that allow businesses to thrive without owner burnout. Through Personnel Matters, she partners with small to mid-sized companies to design company blueprints and owner legacy frameworks that reduce turnover, improve performance, and create confident teams—so owners can step out of daily firefighting and into sustainable growth and lasting impact.
In this episode Carl White and Lorraine Isaacson discuss:
What it takes to get onboarding right Why so many practice owners make mistakes when onboarding The onboarding mistakes Lorraine typically sees with her clientsWant to be a guest on PracticeCare®?
Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.
Connect with Lorraine Isaacson
https://www.linkedin.com/company/achieve-stability, https://www.facebook.com/AchieveStability
Connect with Carl White
Website: http://www.marketvisorygroup.com
Email: [email protected]
Facebook: https://www.facebook.com/marketvisorygroup
YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig
LinkedIn: http://www.linkedin.com/in/healthcaremktg
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When it comes to the law, the reflex is to say “I just want to stay out of trouble.” Of course you do, but can the law ever be your friend? Yes it can, especially if you know it better than the guy on the other side of the table. My guest today is an expert on ERISA, a law that is quite broad and applies to practices almost daily. He helps his clients apply ERISA to their benefit, and he’ll give us a few tips on this episode.
David Zetter is the founder and President of Zetter HealthCare, LLC in Mechanicsburg, PA and has over 24 years of operational and healthcare experience. David is nationally recognized for his speaking, presentations and healthcare business expertise. He is well versed in regulatory requirements, revenue cycle management, credentialing and contracting, compliance, coding and documentation. He is considered an expert on Medicare, not only by his clients, but also through consultant colleagues and healthcare attorneys across the country. David is an expert on ERISA regulations, which protect over 80% of the claims in the US, and he knows how to stop payor recoupments dead in their tracks and what is legal and illegal in many payor contracts. David’s firm works with healthcare professional clients and facilities coast to coast, in all areas of practice and facility management.
In this episode Carl White and David Zetter discuss:
ERISA – its definition and scope, and the role of a fiduciary How practice owners can invoke ERISA to fight health insurance carriers 1) on systematic denials, 2) when the carrier is negligent, and 3) if a dispute goes to court How to fight an ERISA dispute related to a denial or underpaymentWant to be a guest on PracticeCare®?
Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.
Connect with David Zetter
https://zetter.com/
https://www.linkedin.com/company/zetter-healthcare/
https://www.linkedin.com/in/djzetter/
Connect with Carl White
Website: http://www.marketvisorygroup.com
Email: [email protected]
Facebook: https://www.facebook.com/marketvisorygroup
YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig
LinkedIn: http://www.linkedin.com/in/healthcaremktg
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Growing your practice without the essentials of HR in place is a risky choice. Some essentials are required by law. Other essentials are strategic pillars that will help you grow. My guest today works with physicians and practice leaders to add HR smartly to their practice, and she’ll tell us what these essentials are.
Debbie Rabishaw has more than thirty years of HR leadership experience, much of it in healthcare and healthcare-related practices. She partners with physicians and practice leaders to navigate HR compliance, people operations, and growth in a highly regulated environment. As the founder of Next Step Advisory, Debbie provides fractional HR support focused on practical, real-world solutions that strengthen teams and support sustainable practice growth.
In this episode Carl White and Debbie Rabishaw discuss:
When healthcare practices typically realize they’ve outgrown their informal approach to HR What usually triggers leadership to finally address HR gaps The foundational HR systems should a growing healthcare practice should put in place before problems surface The biggest misconception healthcare leaders have about HR as their practice growsWant to be a guest on PracticeCare®?
Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.
Connect with Debbie Rabishaw
https://www.linkedin.com/in/debbierabishaw/
Connect with Carl White
Website: http://www.marketvisorygroup.com
Email: [email protected]
Facebook: https://www.facebook.com/marketvisorygroup
YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig
LinkedIn: http://www.linkedin.com/in/healthcaremktg
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We’re all so steeped in our daily grind that it’s good to take a step back and scan our professional landscape. My guest today is a VP of content for numerous healthcare business journals. He sees a wide variety of challenges and opportunities in our space, and he’ll share what he’s seeing with us.
Chris Mazzolini is a vice president of content at MJH Life Sciences. He oversees teams of talented editors who manage healthcare business brands, including Medical Economics, Chief Healthcare Executive and Physicians Practice, and the leading veterinary medicine brand, DVM360. Chris worked as a daily newspaper reporter prior to joining Medical Economics, and has a masters degree from Northwestern University and a bachelors degree from Kenyon College.
In this episode Carl White and Chris Mazzolini discuss:
Challenges and opportunities Chris sees related to competition, AI, reimbursement, staffing, and moreWant to be a guest on PracticeCare®?
Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.
This Episode is Sponsored By Next Step Advisory
This episode is sponsored by Next Step Advisory. Running a medical practice today means managing patient care, reimbursement pressure, staffing shortages, and ever-changing compliance requirements. Managing your people cannot just be administrative. It must support the business.
Next Step Advisory provides senior level, fractional HR leadership to medical practices and healthcare adjacent businesses nationwide. With more than 30 years of HR experience, including deep work in healthcare and professional services environments, Next Step helps practice owners strengthen their teams, reduce risk, improve retention, and build the people infrastructure needed to scale. If your practice is growing or feeling operational strain, experienced HR leadership may be the advantage you are missing. Learn more at nextstepadvisory.us.
Connect with Chris Mazzolini
https://www.linkedin.com/in/chris-mazzolini-687956194/
Connect with Carl White
Website: http://www.marketvisorygroup.com
Email: [email protected]
Facebook: https://www.facebook.com/marketvisorygroup
YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig
LinkedIn: http://www.linkedin.com/in/healthcaremktg
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Ask most private practice owners how many hours they work per week, and you’ll typically hear way more than 40. Is it possible to run a successful practice in less than that? My guest today is doing it, and he describes how in this episode.
Dr. Shah is an interventional cardiologist with Prime Heart and Vascular in Dallas Area. He is also the founder of GoLean Health, a staffing company for healthcare practices. He is passionate about patient care and helping other physicians thrive in private practice.
In this episode Carl White and Dr. Rishin Shah discuss:
His practice’s description in detail for context, and what a typical day looks like for him Diverse revenue streams and operational efficiencies are the key ingredients How Dr. Shah reached this state and what’s nextThis Episode is Sponsored By Next Step Advisory
This episode is sponsored by Next Step Advisory. Running a medical practice today means managing patient care, reimbursement pressure, staffing shortages, and ever-changing compliance requirements. Managing your people cannot just be administrative. It must support the business.
Next Step Advisory provides senior level, fractional HR leadership to medical practices and healthcare adjacent businesses nationwide. With more than 30 years of HR experience, including deep work in healthcare and professional services environments, Next Step helps practice owners strengthen their teams, reduce risk, improve retention, and build the people infrastructure needed to scale. If your practice is growing or feeling operational strain, experienced HR leadership may be the advantage you are missing. Learn more at nextstepadvisory.us.
Want to be a guest on PracticeCare®?
Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.
Connect with Dr. Rishin Shah
https://www.linkedin.com/in/rishin-shah/
Connect with Carl White
Website: http://www.marketvisorygroup.com
Email: [email protected]
Facebook: https://www.facebook.com/marketvisorygroup
YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig
LinkedIn: http://www.linkedin.com/in/healthcaremktg
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Are you ready to bring AI into your practice? My guest today specializes in helping entrepreneurs incorporate AI into their businesses, and she’ll share some ideas with us.
Mariana Dalto is a Business Advisor and AI Marketing Consultant known for transforming how service-based businesses grow, scale, and lead with purpose. With over two decades of corporate marketing experience and advanced certifications from Business Made Simple and the 10X Coaching Program, Mariana blends timeless strategy with cutting-edge AI to help business owners unlock new levels of revenue and visibility. As the founder of The Dalto Revenue System—a proprietary framework “Powered by AI. Driven by Strategy.”—Mariana has helped entrepreneurs clarify their message, optimize their marketing, and streamline their operations using automation and smart content systems.
In this episode Carl White and Mariana Dalto discuss:
The mindset changes that you and your staff need to make The changes in training you’ll need Objections Mariana hears and how to overcome themWant to be a guest on PracticeCare®?
Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.
AI Readiness Assessment for Private Practice
https://marianadalto.com/private_practice
Connect with Mariana Dalto
https://www.linkedin.com/in/marianadalto/
https://www.youtube.com/@marianadalto
https://www.instagram.com/marianadalto10x/ https://www.facebook.com/profile.php?id=61554905022760
Connect with Carl White
Website: http://www.marketvisorygroup.com
Email: [email protected]
Facebook: https://www.facebook.com/marketvisorygroup
YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig
LinkedIn: http://www.linkedin.com/in/healthcaremktg
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One day you’ll exit your practice. Exiting the way you want doesn’t happen on its own. It takes preparation. My guest today is a financial planner for private practice owners. He helps his clients exit their practices how they want to, and he’ll share his insights with us.
Eric Miller is a seasoned financial planning professional with over 20 years of experience dedicated to empowering private practice owners and associates. As Co-Owner and Chief Financial Advisor of Econologics Financial Advisors, LLC, a Registered Investment Advisor, Eric specializes in strategic financial planning, including investments, retirement, asset protection, tax strategies, debt elimination, and business transition planning. A Registered Financial Consultant® (RFC) and graduate of Capital University, Eric is also a prolific author and speaker and has published countless articles, videos, and podcasts and is the bestselling author of How to Become a Financial Beast. He has presented at hundreds of events nationwide, and weekly hosts the Financial Beast Podcast.
In this episode Carl White and Eric Miller discuss:
The core ingredients in preparing to exitWhen practice owners should start the preparation processThe core mindset difference between those who prepare and those who do notWant to be a guest on PracticeCare®?
Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.
Connect with Eric Miller
https://www.youtube.com/c/FinancialBeast
facebook.com/econologicsfinancial
linkedin.com/in/ericisyourbfff
Connect with Carl White
Website: http://www.marketvisorygroup.com
Email: [email protected]
Facebook: https://www.facebook.com/marketvisorygroup
YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig
LinkedIn: http://www.linkedin.com/in/healthcaremktg
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There are benefits to forming a group practice, but doing it successfully takes more than just a few doctors coming together into, well, a group of doctors. My guest today helps clients form group medical practices on a regular basis, and he’ll lay out some of the essentials for us.
David Zetter is the founder and President of Zetter HealthCare, LLC in Mechanicsburg, PA and has over 24 years of operational and healthcare experience. David is nationally recognized for his speaking, presentations and healthcare business expertise. He is well versed in regulatory requirements, revenue cycle management, credentialing and contracting, compliance, and coding and documentation. He is considered an expert on Medicare, not only by his clients, but also through consultant colleagues and healthcare attorneys across the country. David is an expert on ERISA regulations, which protect over 80% of the claims in the US. He knows how to stop payor recoupments dead in their tracks, and what is legal and illegal in many payor contracts.
In this episode Carl White and David Zetter discuss:
What the first steps are in forming and setting up a group practiceWhat the most important things to be aware of are when setting up a group practiceBefore even officially starting, what the keys to success of a future group practice are, for example, choosing your partners, leadership roles, etc.Want to be a guest on PracticeCare®?
Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.
Connect with David Zetter
https://zetter.com/
https://www.linkedin.com/company/zetter-healthcare/
https://www.facebook.com/zetterhc
https://www.instagram.com/zetterhealthcare/
Connect with Carl White
Website: http://www.marketvisorygroup.com
Email: [email protected]
Facebook: https://www.facebook.com/marketvisorygroup
YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig
LinkedIn: http://www.linkedin.com/in/healthcaremktg
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As a doctor who owns a business, you’re more than a clinician only. You’re also a CEO. The attributes of a CEO are not all the same as those of a clinician. My guest today helps her clients doctor clients develop the essential attributes of a CEO, and she’ll lay them out for us.
Michelle O’Connor, a believer in following one’s dreams, has risen from an inner-city community to a life of abundance. With corporate expertise in Strategic Planning and Execution, she helps entrepreneurs achieve their goals. Michelle supports organizations through strategic processes, coaching entrepreneurs to develop action plans for success. She has facilitated Strategic Planning Retreats in Jamaica, Trinidad & Tobago, and the Dominican Republic, and reached hundreds through her Purpose Driven Conference. Her current mission is to help Medical Private Practice Owners create sustainable practices. As a wife and mother, she strives for a brighter future, motivated by the philosophy “Ad Astra Per Aspera.”
In this episode Carl White and Michelle O’Connor discuss:
What the most important CEO attribute isThe other essential CEO attributesWhat benefits of developing essential CEO attributesThe risks for not, or of resisting themWant to be a guest on PracticeCare®?
Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.
Connect with Michelle O’Connor
LinkedIn - https://www.linkedin.com/in/michelletoconnor/
Facebook - https://www.facebook.com/successbiznessclub
Instagram - https://www.instagram.com/successbiznessclub/
Connect with Carl White
Website: http://www.marketvisorygroup.com
Email: [email protected]
Facebook: https://www.facebook.com/marketvisorygroup
YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig
LinkedIn: http://www.linkedin.com/in/healthcaremktg
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Believe it or not, marketing strategies other than going online not only exist, but are alive and well. The trick, just like with any other strategy, is to make sure it fits the goal. My guest today helps his private practice clients grow profitably, and we’ll have a good rap session on this one.
Joe Lessard is a partner at Professional Business Management, a healthcare practice management and accounting firm in the northwest Chicago suburbs. Joe has been with PBM since 2009 and a Principal since 2020. He has attained designations as a Certified Public Accountant (CPA), Health Practice Advisor (HPA), and as a Certified Healthcare Business Consultant (CHBC). He believes in rolling up his sleeves and is usually on site visiting his clients’ operations first-hand. Joe is responsible for all accounting and payroll services as well as personal and business tax returns for his clients. He helps them review operations and day-to-day aspects such as HR, employee benefits, retirement plans, collections, billing, and patient interactions. Every client has different needs and that’s why Joe’s commitment to his clients’ needs and his customer service is what he prides himself on.
In this episode Carl White and Joe Lessard discuss
Some of the more common offline marketing strategies he sees workingExamples of uncommon offline marketing strategies he sees workingHow he recommends that his clients think through their offline marketing strategiesWant to be a guest on PracticeCare®?
Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link where you can get the process started.
Connect with Joe Lessard
https://www.linkedin.com/in/joelessardpbm/
https://www.instagram.com/thedoctorscpa/
For more depth on this episode, read Understanding and Managing Overhead Costs in Your Practice, a blog this guest wrote about it.
Connect with Carl White
Website: http://www.marketvisorygroup.com
Email: [email protected]
Facebook: https://www.facebook.com/marketvisorygroup
YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig
LinkedIn: http://www.linkedin.com/in/healthcaremktg
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