The Group Practice Exchange

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.

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 ...

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 (an...

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...

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 suppor...

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 compla...

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 hel...

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.

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 bre...

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...

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 anxi...

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 fro...

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 p...

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 lead...

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 thr...

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 ...

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 cli...

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 ...

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...