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May 15, 2025 21 mins

Get your step by step guide to private practice. Because you are too important to lose to not knowing the rules, going broke, burning out, and giving up. #counselorsdontquit.

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Speaker 1 (00:00):
Texas regards counseling as happening where
your clients' feet are.
That's where counseling ishappening.
Where does Ohio consider to bedoing business?
Is your location in Texas, butnow you're seeing clients in
Ohio, and does Ohio call thatdoing business in Ohio?

(00:20):
Ohio, welcome to BadassTherapists building practices
that thrive, where it's allabout working smarter, not
harder.
Now here's your host, dr KateWalker, who can handle roaches

(00:40):
but hates spiders.
So you're thinking aboutexpanding your practice into
another state.
I've been there and in thisepisode I'm walking you through
the steps, strategies andquestions you need to ask before
you go multi-state.
And hey, if you're ready totake bold action in your
business, the Smart PracticeSprint is your next move.

(01:01):
It's four days oftransformation and the first day
is completely free.
Head to katewalkertrainingcomslash bonus and stick around for
the mid-roll.
I'll tell you more.
Now let's get to work.
Hey, this is Dr Kate Walker andwe're talking about starting a

(01:22):
business across state lines.
And it's a big deal now becausewe're talking about the
Counseling Compact.
The Counseling Compact is theagreement for counselors in
different states to basically dobusiness together.
Right, it's allowing someonefrom a participating state to
come to Texas and not have toget a new license or not have to

(01:44):
go through all of the backflipsone would need to do right.
So I like to give this examplewhen I talk about this.
You know you have a licensethat's highly portable and it's
actually two I can think of,right, a marriage license and a
driver's license.
So when you cross a state lineyou don't have to generally

(02:05):
remarry someone or take anotherdriving exam and get a different
license, right?
Nobody's carrying around 50licenses in their pockets at
least I hope you're not.
So those are highly portablelicenses and that's due to the
agreements among states to letpeople do that.
It removes barriers, right?
Otherwise we'd have to stop anddo all of these things and it

(02:26):
would just be.
You know, people would stoptraveling, they would stop using
highways, they'd maybe stopbuying cars, right, so it would
greatly impact business and theflow of commerce.
So when we think aboutlicensing, we think about a lot
of things, including, you know,rules that protect the public,
rules that make sure that thereare systems and consequences in

(02:49):
place for license holders whobreak those rules, right?
So lots of reasons to have alicense rather than, say, just a
certificate.
You know we often talk aboutcoaching.
It's a certification, at leastin Texas, it is not a license.
And so if you have acertificate that says you know
how to coach well, that's great.

(03:11):
You know how to coach Well inTexas, you don't need a license
to coach.
So your certificate is goodenough.
But with counseling it's notenough that to have the
certificate or diploma that says, hey, I know how to counsel,
right, you must also have alicense that says you have
permission to do that.
So the certificate says you can.

(03:32):
The license means you havepermission to.
So when we talk about doingbusiness now across state lines,
this is such a hot topic sinceCOVID, right, because before
COVID, you know if not, a lot ofus were virtual and so there
was really no thought tostarting a business that would
be virtual and I would haveseveral offices or several

(03:53):
locations in different states.
Well, you know, after COVIDthere were lots of agreements
among states and there still arewhere counselors let's say
you're a counselor in Texas andyou have a client who's in a
different state and there may besome sort of an agreement there
that allows you to do a certainnumber of sessions with that

(04:14):
client who's maybe visiting thatstate.
So it's temporary, and in TexasLMFTs have even adopted
something very similar to that.
Lmfts have even adoptedsomething very similar to that
where someone could have sort ofa temporary license.
So with the Counseling Compact,it's an agreement among
specific states that allows youto do those things, and we've

(04:37):
got a great webinar coming up.
You need to come here.
It's a free webinar with DrKathy Ibanez-Lorente and she is
the expert on the counselingcompact.
She knows everything about thecompact.
So it's awesome because it'sgoing to be a huge fat check
over all of the topics we'vecovered in April because we've
talked about the compact a lot.
So when I talk about doingbusiness, you know I start with

(04:59):
the basics.
First of all, check to see ifyou need a license.
Right, if you are in Texas andyou're like you know what, I am
going to open myself up tobusiness throughout the country,
all of the states.
Or maybe you're just saying no,I really, you know, I live
close to Louisiana, so I 'dreally like to just be able to
have a practice in Texas andLouisiana.

(05:21):
Well, the first thing to do isto check to see if you need a
license to practice in bothstates, because obviously at
least I'm assuming this wouldnot be just that temporary
agreement I was just mentioningright, where you just get a few
sessions to counsel.
You know for a little bit, thatwould be a very shaky

(05:41):
foundation to build yourbusiness on right.
Well, louisiana says I can havetwo sessions.
So that's my business model.
I don't know how many sessions,if any, that Louisiana allows,
so don't take my word for itthere.
But when we talk about buildinga business foundation, a
business plan, and you'replanning this out of over five

(06:02):
years, let's say what do youwant that outcome to be?
You know how many.
Do you want two full offices inTexas and Louisiana?
Do you want a virtual, simplyvirtual, practice in Texas that
also covers Louisiana?
Thinking about just trying todevelop a plain old business
plan where you're forecastingout over several years exactly

(06:26):
how much money do you want tomake?
How many clients do you want tosee?
How many people do you wantworking for you?
How many hours a week do youwant to work?
All of those things you knowthat doesn't change whether
you're doing in Texas or inmultiple states.
But number one you've got tocheck to see if you need a
license, even when Texas becomesa part of the compact right.

(06:48):
We know that the compact is inlegislative works, right, it's
being talked about, it's beingperhaps debated, it's being
perhaps set to calendar andvoted on, but we're not part of
the compact yet.
Even when we do become part ofthe compact, of the compact, yet
Even when we do become part ofthe compact, there are states

(07:09):
out there who will never be partof the compact.
So you may be listening to thisand you're an LMFT.
Well, the LMFTs aren't going tobe a part of the compact.
They have no intention of beingpart of the compact at this
point in time.
So you need to check, first andforemost, what kind of a license
you need in the other statewhere you want to do business,

(07:29):
right.
So, step one business plan.
Just like you would do anythingelse, right?
Whether you're going to open apopsicle stand on the corner in
your hometown.
Right, you'd want to do abusiness plan.
What's the demand for popsicles?
What do popsicles go for,what's your overhead, what's
your profit, what are yourprojections for popsicles?
What do popsicles go for?
What's your overhead, what'syour profit, what are your
projections going to be?
You're going to do that, right.
Step two do you need a license?

(07:51):
And you have to take one extra0.5 step.
Do you still need a licenseafter the compact has passed?
So you need to do your homeworkto see which states are actually
in the compact now and or notin the compact but forecasted to
be right.
There are a few states that arelike Texas, that are debating

(08:13):
it and about to be in thecompact, but then there are
states that have no intention ofever being in the compact,
right.
So don't make a business planif you can't do business there.
That's step one.
Step two All right.
Step three if you takeinsurance, see how that works

(08:34):
across state lines.
A lot of folks are discovering,if they want to be digital
nomads internationally, that,yeah, they can do counseling
across state lines.
They check to make sure in thisparticular country and the laws
were friendly to that and itwas all good, but then they
discovered that their it was allgood, but then they discovered
that their insurance was like nogo, we're not going to
reimburse you in Turkey, orwe're not going to reimburse you

(08:58):
in Algiers, right?
So if you are credentialed withinsurance and you did step one
beautifully, but you makeinsurance a piece of that puzzle
, but you make insurance a pieceof that puzzle.
You need to do your homeworkwith your insurance to make sure
that they would recognize whatyou're doing as counseling and

(09:20):
if they would reimburse it, andthen, if it's yes, figure out
what rate.
Right?
Well, I think you know thereare going to be different rates
for different locations, fordifferent modalities, right,
face-to-face or virtual.
Obviously I'm saying obviouslythat's my paradigm for today's
talk, that you would be virtual.
And then, additionally, whetheryou take insurance or not, check

(09:43):
with your malpractice insurance.
Right, malpractice insurance isplaying catch up with all of
this too, right?
So imagine you are part of thecompact.
Let's say you did your homework, you did your business plan,
you figured out okay, this is acompact state, it's going to
work.
Once we become part of thecompact, I can do this
counseling across state lines.

(10:04):
Well, I don't know what therules are.
Let's just, I'm going to pick astate in Ohio, right, the rules
are, let's just, I'm going topick a state in Ohio, right.
And so you start seeing clientsin Ohio and you break one of
their rules.
Someone files a complaintagainst you in Ohio for this
rule breach.
And your insurance is like wedidn't know you were counseling

(10:26):
in Ohio, we had no idea.
So what then?
So part of your business plan,right?
Steps one, step two, we're onthree now checking with
insurance, checking with yourmalpractice insurance.
Now I haven't even gotten tothe good step yet.
So let's talk about money.
Hey, badass listeners, quickpause.

(10:50):
If you're tired of spinningyour wheels and ready to grow a
private practice that actuallypays the bills, you need to
check out my Smart PracticeSprint.
This live four-day virtualexperience is designed to help
you simplify your marketingstructure a HIPAA-compliant
business and book more clientsfast.

(11:12):
And the best part, day one istotally free.
It starts June 2nd, so go tokatewalkertrainingcom slash
bonus to grab your spot now.
That's katewalkertrainingcomslash bonus, because it's time
to stop guessing and startgrowing.
All right back to the show.

(11:37):
I'll start with taxes in yourbusiness plan and the business
formation when you sell stuffright, like this handy dandy
coffee mug from Lampas Estates.
If I wanted to sell that coffeemug in Ohio, that would be
called a nexus right?
That would be one of mylocations.
Well, because it's a thing thatI can hold in touch, it would

(12:00):
be subject to sales tax in Ohio.
I would have to track all ofthat.
I would have to make sure Iunderstood okay, I've got to
file sales tax in Texas and thenI've got a location in Ohio and
you might say, but Kate, you'renot in Ohio.
Well, if I had Amazon dropshipping from Ohio, there's a
possibility that I might stillowe sales tax from Ohio.

(12:23):
Please don't quote me on this.
I'm not a tax attorney.
So, understanding where youneed to file taxes, if you need
to file taxes, if there arefederal and state income tax
rules, right.
So it's not just counseling,it's not just doing business,
right, because we've talkedabout this before and you can go

(12:45):
back to other trainings.
Texas regards counseling ashappening where your client's
feet are.
That's where counseling ishappening.
I don't know about doingbusiness, right.
Where do they consider doingbusiness?
Where does Ohio consider to bedoing business?
So, understanding this, so youcan form your business in the

(13:09):
right way DBA, s-corp LLC, pllc.
What that needs to look like asyou now?
Okay, now you are a multi-statebusiness with multiple
locations, or is your locationin Texas?
But now you're seeing clientsin Ohio and does Ohio call that

(13:32):
doing business in Ohio?
I don't know.
That's something you would haveto check.
So the compact is aboutportability.
It's about where you canpractice where you have
permission to practice, right,business law, taxes, those types
of things.
That is how the government saysyou can do business.

(13:56):
And oh, by the way, we're goingto need a chunk of that.
So here's how we want you to doit.
So you would need to do yourhomework as far as your business
structure, and then finally andthis is the thing I always
bring up you know, structure.
And then finally and this isthe thing I always bring up you
know, texas is huge, and I don'tjust mean in miles.

(14:21):
Right, texas is populated.
When I hear about counselors whoare wanting to stretch their
business across state lines, myfirst thought is why are there
not enough people here?
Oh well, you know I live in atherapist-saturated town, or I
live in a place where there'sjust no people.
Again, I'm thinking how manypeople do you need to make your

(14:42):
practice full?
I mean, even if you wereworking 20 direct hours a week,
right?
Because 20 direct hours a week,that's 40 hours of work.
Even if we were bumping that upto 30 direct hours a week,
right?
So that's 30 people a week.
That's the same.
30 people for four weeks times12 months, give or take, you

(15:08):
know, for attrition here andthere.
I like to say, okay, let's sayyou needed 300 people, right,
300 people in a year for yourpractice and you're trying to
market to get 300 people, right.
You're not like Amazon or Idon't know Leslie Poole company
and you're trying to market to10,000 people or 10 million

(15:32):
people, right?
If you live in a state likeTexas with a bunch of people,
even if you're in rural wherever, and you wanted to market to
folks in Dallas or Houston orAustin or South Texas, and you
look and you say, wow, how can Iget 300 people in a year to

(15:55):
click the button to make aconsultation so that I can talk
to them?
I can give them my 10 minutesconsultation, I can take them
through my opening speech tohelp them understand what they
get from counseling with me, andI can direct them back to my
website for all of my resourcesso that I become and position

(16:17):
myself as an expert in mycommunity.
Right?
I mean, as you think aboutmarketing, would you prefer to
market to a niche that you knowor when you think about?
Well, I'm going to startmarketing to people in Ohio.
Yeah, I have an assistant inOhio and they just had a
snowstorm.
They just had like tornadoes,they just.

(16:39):
I mean, there are things goingon in Ohio that I know nothing
about and I listened to her andshe kind of helps me understand.
But marketing is all aboutmaking sure that you're
attractive to a niche that youknow.
Right, a people, a specialty,maybe people that are available

(17:00):
a certain time of day.
I know I've talked to you guysabout if you market to small
business owners who perhaps areavailable at a specific time of
day or a particular day of theweek.
I've talked to you about maybethose of you who work in the
Houston area, working withpeople who are working offshore,
who are on four off two.
So you start looking at thingsand you think, okay, if I just

(17:24):
need 300 people and I live inthe most populated state, maybe
I just need to adjust mymarketing rather than think
about going across state lines.
Right, because if you heard metalk a couple of weeks ago, this
compact works both ways.
It's not just about you seeingother opportunities in other

(17:45):
states.
Right, folks are coming herebecause we do have a lot of
people and they do not see us asoversaturated and they do not
see us as having therapist heavycommunities.
Right.
They see Texas as a hugeopportunity because perhaps they
do live in a state that doesn'thave a lot of people in it.

(18:08):
So I want you to think about itboth ways, and that's what
we've been talking about inApril.
And I do want to look at yourmarketing material.
I want to look at your websites.
I want you to talk to me aboutyour marketing plans, maybe
questions about how yourbusiness is structured, things
that you're wondering about.
Okay, why isn't this working?
Right?
Because, as we think aboutmarketing, I'm going to ask you

(18:31):
questions about your idealclient, right?
Do you know this person?
Do you know where they shop?
Do you know where they taketheir kids on weekends?
Do you know what they like todo for fun?
What kind of pets do they have?
And do this for me.
Do some homework.
Google ideal client or idealcustomer, and it will help you
understand, as you go throughthat exercise, how marketing

(18:54):
really works.
Right, it's not about takingyour fishing pole from your pond
to the ocean, thinking, well,there's more fish out there, so
I'm going to catch more.
No, it's about understandinghow to work with the population
that you know and makingyourself more attractive to that

(19:16):
population.
All right.
Thanks for listening.
If today's episode got you firedup to finally build the private
practice you've been dreamingabout, don't miss the Smart
Practice Sprint.
It's happening virtually so youcan join from anywhere.
Starting June 2nd, we'll spendfour days getting your messaging

(19:38):
clear, your HIPAA compliancedialed in and your client
calendar moving from crickets tobooked Head to
katewalkertrainingcom.
Slash bonus to register,remember, night one is
completely free.
And here's the exciting partI'll be taking this sprint on
the road in Texas.

(19:58):
Soon I'm going to be coming toDFW, austin, houston, el Paso.
So wherever you are, I'll becoming to a city near you.
Can't wait to see you insidethe Sprint and maybe shake your
hand in person real soon.
I'm Dr Kate Walker.

(20:22):
Thank you so much for listening.
Thank you to the lovely RidgelyWalker for the interesting
facts about me that we use inour introduction and do me a
favor when you get a second,please like, share and subscribe
and write us a review.
That's really how we get pickedup by other RSS feeds and we
get this information out to themental health badasses who need

(20:45):
it.
Thanks again, and keep savingthe world with excellent therapy
.
You.
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