Private Practice Survival Guide

Brandon Seigel

This podcast is all about empowering you to create the change you want to see in your practice. As a private practice strategist, I have dedicated my career to transforming the way that healthcare functions. Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast. privatepracticesurvivalguide.com

  1. 2d ago

    Building Your Practice's Weekly Scorecard

    Send us Fan Mail Build a weekly scorecard that your team can actually use to drive decisions, catch issues early, and keep your practice on track. In this episode, host Brandon Seigel explains why weekly metrics act as leading indicators, how to select 5–7 vital KPIs, and how to set green/yellow/red thresholds that trigger action before problems escalate. You’ll also hear tool options—from spreadsheets and EMR dashboards to BI platforms and monday.com—and a simple, high-impact meeting format to keep everyone accountable. Finally, learn how to translate numbers into a narrative your team can rally behind.  What You'll Learn: Weekly vs. monthly: why frequency matters and how weekly acts as a leading indicatorThe 5–7 vital KPIs to monitor (visits, cancellations/no-shows, collections, referrals, labor, utilization, reserves)How to set green/yellow/red thresholds with practical examples (e.g., cancellations >15%)A 15–30 minute meeting framework: review, identify, assign, celebrateTools to build your scorecard: spreadsheets, EMR, BI tools, monday.comHow to give metrics meaning through storytelling to inspire your teamReady to turn your data into decisions and your decisions into results? Take action this week and build your scorecard.  #PrivatePractice #PracticeGrowth #KPIs #HealthcareBusiness #DataDriven Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast. Get In Touch With Me Podcast Website: https://www.privatepracticesurvivalguide.com/ LinkedIn: https://www.linkedin.com/in/brandonseigel/ Instagram: https://www.instagram.com/brandonseigel/ https://wellnessworksmedicalbilling.com/ Private Practice Survival Guide Book This show is proudly produced at PS Studios — learn more https://www.psstudios.co

  2. 5d ago

    KPIs That Matter: Measuring What Actually Drives Practice Success with Sean Healy

    Send us Fan Mail In this episode of the Private Practice Survival Guide, Brandon Seigel sits down with Sean Healy from Accounted4 LLC to dissect the most crucial Key Performance Indicators (KPIs) that drive actual success in private practice. They explore what metrics truly matter, how often to monitor them, and crucially, how to translate data into actionable strategies that empower practice owners. Discover how to avoid common data pitfalls and leverage financial insights to build a resilient and thriving healthcare business. This discussion provides a roadmap for transforming your practice's financial health through informed decision-making. What You'll Learn: The most important weekly KPIs for private practices.How to use leading indicators to predict and prevent future problems.Blending volume and value in your KPI tracking.Differentiating between KPIs for knowledge vs. KPIs for action.The dangers of justifying poor quantitative results with qualitative feedback.Strategic financial planning to anticipate and mitigate challenges.The surprising financial cost of growth and how to prepare for it.Why starting KPI tracking today is crucial for long-term success.Don't just survive, thrive! Tune in to revolutionize your practice management. #PrivatePractice #KPIsThatMatter #HealthcareBusiness #PracticeGrowth #FinancialStrategy Sean Healy is the President and Founder of Accounted4 LLC, a leading firm specializing in financial management and advisory services. With over two decades of experience, Sean has built Accounted4 into a trusted partner for businesses seeking expert guidance on accounting, operational strategies, and financial planning. His vision for the company centers on empowering clients with transparent, data-driven solutions tailored to their unique needs. Passionate about innovation and client success, Sean is driven with a commitment to delivering personalized service and fostering long-term financial health for the organizations Accounted4 serves.  https://accounted4llc.com/ https://www.linkedin.com/in/healysean/ https://www.linkedin.com/company/accounted4-llc Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast. Get In Touch With Me Podcast Website: https://www.privatepracticesurvivalguide.com/ LinkedIn: https://www.linkedin.com/in/brandonseigel/ Instagram: https://www.instagram.com/brandonseigel/ https://wellnessworksmedicalbilling.com/ Private Practice Survival Guide Book This show is proudly produced at PS Studios — learn more https://www.psstudios.co

    KPIs That Matter: Measuring What Actually Drives Practice Success with Sean Healy
  3. Sep 24

    Packaging Your Clinical Expertise into Scalable offerings

    Send us Fan Mail If your private practice income is tied to the treatment room, this episode of the Private Practice Survival Guide with Brandon Seigel reveals how to turn clinical expertise into scalable, revenue-generating assets. Learn to map repeatable processes into intellectual property, craft a compelling transformation promise, and choose the right format—group coaching, online courses, webinars, memberships, or templates. Brandon also shares a pilot-to-scale roadmap and pricing insights so you can charge for value and increase client commitment. Discover a trust-first marketing approach that leverages content, testimonials, and warm audiences.  What You'll Learn: Why time-for-money creates a revenue ceiling—and how scalable offerings break itHow to turn methods into a signature framework and transformation promiseThe pros and cons of courses, group coaching, webinars, memberships, templates, and conferencesA simple beta-to-evergreen roadmap: design, recruit, deliver, refine, soft launch, scalePricing psychology that increases perceived value and outcomesTrust-based marketing using content, social proof, and authentic positioning Launch your first pilot with intention and start scaling impact today. #PrivatePracticeSurvivalGuide #BrandonSeigel #ScalableOfferings #GroupCoaching #OnlineCourses Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast. Get In Touch With Me Podcast Website: https://www.privatepracticesurvivalguide.com/ LinkedIn: https://www.linkedin.com/in/brandonseigel/ Instagram: https://www.instagram.com/brandonseigel/ https://wellnessworksmedicalbilling.com/ Private Practice Survival Guide Book This show is proudly produced at PS Studios — learn more https://www.psstudios.co

  4. Sep 21

    Building Digital Products: From Clinician to Course Creator with Greg Todd

    Send us Fan Mail Unlock the secrets to building successful digital products and transform your clinical expertise into profitable online courses with Greg Todd! In this episode, we dive deep into the journey from clinician to course creator, exploring how healthcare professionals can leverage their knowledge to generate alternative revenue streams. Greg shares his invaluable insights on identifying your niche, structuring your content, and utilizing cutting-edge AI tools to simplify the creation process. Learn how to avoid common pitfalls, understand the buyer's mindset, and strategically price your offerings for sustainable growth and "mailbox money." This is essential listening for any healthcare practitioner looking to scale their impact and income. What You'll Learn: The critical first step to becoming a course creator: recording your knowledge.How to define your target audience and problem with the "one person, one problem, one solution, one framework" approach.Practical tools and AI platforms for content creation, transcription, and visual branding.Common mistakes beginner course creators make and how to avoid them.Strategies for understanding market demand and pricing your digital products effectively.The importance of building brand reputation and playing the long game in online product sales.Ready to turn your expertise into a thriving digital product business? Listen now and start your journey to financial freedom and expanded impact! #DigitalProducts #CourseCreation #GregTodd #HealthcareEntrepreneurship #PrivatePractice Greg Todd is a husband, father, entrepreneur, and coach dedicated to transforming healthcare professionals’ lives. A former physical therapist, Greg turned burnout into a mission to empower others, founding Smart Success Healthcare and generating over $30M in revenue across multiple ventures. He’s committed to helping 10,000 providers break free from burnout, build thriving online businesses, and create balanced, purpose-driven lives. https://www.instagram.com/gregtoddpt/ Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast. Get In Touch With Me Podcast Website: https://www.privatepracticesurvivalguide.com/ LinkedIn: https://www.linkedin.com/in/brandonseigel/ Instagram: https://www.instagram.com/brandonseigel/ https://wellnessworksmedicalbilling.com/ Private Practice Survival Guide Book This show is proudly produced at PS Studios — learn more https://www.psstudios.co

    Building Digital Products: From Clinician to Course Creator with Greg Todd
  5. Sep 17

    Planning Your Partnership Exit Before You Need It with Brandon Seigel

    Send us Fan Mail Planning your partnership exit before you need it is one of the smartest moves a private practice owner can make. In this episode of Private Practice Survival Guide, Brandon Seigel lays out the anatomy of a resilient partnership—from ownership and decision-making to dispute resolution and exit provisions—so you can minimize disruption and protect patient care.  You’ll learn how to structure buy-sell agreements, leverage first right of refusal, and use valuation methods like EBITDA and multiples to prepare for a smooth transition. Brandon also shares a communication framework for hard conversations and a readiness checklist across legal, financial, and operational pillars.  What You'll Learn Why proactive, well-documented partnerships outperform reactive onesThe key components of a strong partnership agreement (ownership, roles, compensation, dispute resolution)How to design exit and buyout provisions, including first right of refusal and third-party valuationValuation essentials: EBITDA, multiples, goodwill, and patient panel valueA framework for crucial conversations and documenting agreementsLegal, financial, and operational readiness steps for planned or unplanned exitsHow to navigate partnership endings while preserving patient continuity and professionalism Make clarity your competitive advantage—start your partnership health review and a “what if” conversation today. #PrivatePracticeSurvivalGuide #PartnershipExit #PracticeValuation #HealthcareEntrepreneurship #BuySellAgreement Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast. Get In Touch With Me Podcast Website: https://www.privatepracticesurvivalguide.com/ LinkedIn: https://www.linkedin.com/in/brandonseigel/ Instagram: https://www.instagram.com/brandonseigel/ https://wellnessworksmedicalbilling.com/ Private Practice Survival Guide Book This show is proudly produced at PS Studios — learn more https://www.psstudios.co

  6. Sep 14

    Buy-Sell Agreements: The Partnership Protection Most Practices Don't Have with Vanessa Ferguson

    Send us Fan Mail Buy-sell agreements are the overlooked safety net that determines whether your practice survives partnership turbulence or gets stuck in a deadlock. Host Brandon Seigel sits down with attorney Vanessa Ferguson to explain what a buy-sell agreement really does, why you may need one even before adding a partner, and the critical provisions most owners miss—valuation, funding, and tailored trigger events. They also unpack the risks of 50/50 splits, the difference between profit sharing and ownership, and how to prevent outside parties from gaining control in messy life events. If you’re considering a partner or thinking about offering equity to employees, this episode will help you protect your practice before problems arise. What You'll Learn What a buy-sell agreement is and why it’s essential even pre-partnershipHow to document ownership and avoid 50/50 deadlocksThe most important triggers to include (e.g., fraud, relocation, non-participation)Why valuation and funding provisions are non-negotiableThe difference between profit sharing and ownership—and safer incentive optionsHow to separate financial benefits from control when outsiders gain an interestWhen to review and update agreements as dynamics changeProtect your practice like it matters—because it does. Like, subscribe, and share this episode with a colleague who needs to hear it today. #PrivatePractice #BuySellAgreement #PracticeOwnership #Partnership #LegalStrategy Vanessa Ferguson is a business and intellectual property attorney and founder of Fidara Legal, PLLC. She helps private practice owners and entrepreneurs protect their brands, content, and contracts before legal issues disrupt growth. Vanessa brings a practical, preventative approach to law rooted in IP, privacy, and long-term business strategy. http://FidaraLegal.com  Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast. Get In Touch With Me Podcast Website: https://www.privatepracticesurvivalguide.com/ LinkedIn: https://www.linkedin.com/in/brandonseigel/ Instagram: https://www.instagram.com/brandonseigel/ https://wellnessworksmedicalbilling.com/ Private Practice Survival Guide Book This show is proudly produced at PS Studios — learn more https://www.psstudios.co

    Buy-Sell Agreements: The Partnership Protection Most Practices Don't Have with Vanessa Ferguson
  7. Sep 10

    Creating Your Personal Energy Management System

    Send us Fan Mail Your energy isn’t a luxury—it’s the fuel behind every decision, patient interaction, and culture cue in your practice. In this solo episode, you’ll learn how to audit your energy, build micro‑reset recovery rituals, and protect high‑energy blocks so you can lead sustainably. We break down the four dimensions of energy—physical, mental, emotional, and spiritual—and translate them into practical frameworks for team culture, scheduling, sleep, and movement. You’ll also hear when to delegate chronic drainers like HR and insurance, and how small calendar shifts can transform outcomes. What You'll Learn Why energy is a core business asset and the hidden costs of burnoutHow to audit energy givers/drainers and reallocate time toward your strengthsThe four dimensions of energy and how to protect each oneMicro‑resets and recovery rituals that fit between sessions and meetingsSleep, nutrition, hydration, and movement as leadership strategiesCulture tactics: psychological safety, huddles, and celebrating small winsDesigning an ideal energy week and setting non‑negotiable boundariesWhen to outsource (fractional HR, medical billing) to reclaim your energyProtect your energy, protect your practice—start with one action today. #PrivatePractice #HealthcareLeadership #BurnoutPrevention #EnergyManagement #PracticeGrowth Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast. Get In Touch With Me Podcast Website: https://www.privatepracticesurvivalguide.com/ LinkedIn: https://www.linkedin.com/in/brandonseigel/ Instagram: https://www.instagram.com/brandonseigel/ https://wellnessworksmedicalbilling.com/ Private Practice Survival Guide Book This show is proudly produced at PS Studios — learn more https://www.psstudios.co

  8. Sep 7

    The Gap and The Gain: Measuring Progress Without Burnout with Jamey Schrier

    Send us Fan Mail In this insightful episode, join us as we delve into 'The Gap and The Gain' with renowned business coach Jamey Schrier of Practice Freedom U. Discover how this transformative concept, originated by Dan Sullivan, can revolutionize the way private practice owners measure progress, celebrate achievements, and avoid the pervasive trap of burnout. Jamey shares invaluable strategies for shifting your mindset from perpetually striving for an elusive future ideal to acknowledging and appreciating the significant strides you've already made. Learn how embracing gratitude and reframing your approach to goal setting can dramatically impact your professional success and personal well-being. This discussion offers a fresh perspective on leadership, employee engagement, and cultivating a thriving practice culture. What You'll Learn: The fundamental difference between 'The Gap' (measuring against a future ideal) and 'The Gain' (measuring against past performance).How to prevent burnout by focusing on achieved progress rather than unreached goals.Practical journaling techniques for cultivating an attitude of gratitude and its neurochemical benefits.The importance of realistic goal setting and viewing goals as 'milestones' within a larger vision.Strategies for empowering your team and fostering a culture of appreciation and progress within your practice.How personal well-being is intrinsically linked to professional success through these principles.Don't miss this opportunity to redefine your approach to success and cultivate a truly thriving private practice. Invest in yourself and your future today! #PrivatePractice #BusinessGrowth #LeadershipDevelopment #GratitudePractice #AvoidBurnout Jamey Schrier, PT is a leading practice growth expert who helps physical therapists, occupational therapists, and mental health professionals build more profitable, freedom-driven practices. Known for turning complex business challenges into clear, actionable solutions, Jamey has helped hundreds of practice owners increase revenue, improve patient flow, reduce dependence on insurance pressures, and create greater financial stability—without being tied down to the clinic. Through his practical strategies, he empowers owners to reclaim their time, strengthen their businesses, and rediscover their passion for the work they do. https://practicefreedomu.com/ https://www.youtube.com/@jameyschrier https://www.facebook.com/PracticeFreedomU https://www.linkedin.com/company/practice-freedom-u/ Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast. Get In Touch With Me Podcast Website: https://www.privatepracticesurvivalguide.com/ LinkedIn: https://www.linkedin.com/in/brandonseigel/ Instagram: https://www.instagram.com/brandonseigel/ https://wellnessworksmedicalbilling.com/ Private Practice Survival Guide Book This show is proudly produced at PS Studios — learn more https://www.psstudios.co

    The Gap and The Gain: Measuring Progress Without Burnout with Jamey Schrier
5
out of 5
23 Ratings

About

This podcast is all about empowering you to create the change you want to see in your practice. As a private practice strategist, I have dedicated my career to transforming the way that healthcare functions. Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast. privatepracticesurvivalguide.com

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