PracticeCare

Carl White
  • 5.0 (28)
  • MARKETING
  • UPDATED WEEKLY
PracticeCare

PracticeCare is devoted to helping private practice owners in healthcare stay private. We do that via guests who offer bite-sized business experience and advice…the kind you didn’t get in school. Our guests are private practice owners and service providers who help them. If you want to know just enough about business decisions you face to make a good one, PracticeCare is for you.

  1. Alexis Gallati on Retirement Planning As A Practice Owner

    5D AGO

    Alexis Gallati on Retirement Planning As A Practice Owner

    Retirement planning as a practice owner has more moving parts than it does as an employee. As an owner, you have personal income and business income, and frankly, more choices. More choice can be good as long as they choices make sense, and my guest today helps her clients sift through their choices to build a sensible retirement plan for them. Alexis E. Gallati is the founder and Lead Tax Strategist at Cerebral Tax Advisors and Cerebral Wealth Academy, and she’s the author of the book Advanced Tax Planning for Medical Professionals. She has over 20 years of experience in high-level strategic tax planning and multi-state tax preparation, and she has trained at the highest level, holding two master’s degrees. Alexis grew up in a family of physicians and is married to a private practice physician. That’s why she understands how hard medical professionals work to get where they are and why she provides simple and accessible tax solutions tailored to busy physicians. In this episode Carl White and Alexis Gallati discuss: The choices that a practice owner has for retirement planningThe advantages an owner has compared to an employeeHow to think about a strategy for retirement planning, especially when you have a longer time horizonWant 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 Alexis Gallati Resources from Cerebral Tax Advisors: https://www.cerebraltaxadvisors.com/practicecare/ Cerebral Tax Advisors Facebook: https://www.facebook.com/cerebraltax Cerebral Wealth Academy Facebook: https://www.facebook.com/cerebralwealthacademy YouTube: https://www.youtube.com/@cerebralwealthacademy Personal LinkedIn: https://www.linkedin.com/in/alexis-gallati/ Connect with Carl White Website: http://www.marketvisorygroup.com Email:  whitec@marketvisorygroup.com Facebook:  https://www.facebook.com/marketvisorygroup YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig LinkedIn: http://www.linkedin.com/in/healthcaremktg

    34 min
  2. Drew Powers on Uncommon Ways To Save On Taxes

    JUL 8

    Drew Powers on Uncommon Ways To Save On Taxes

    The federal tax code is almost 7,000 pages, not to mention your own state’s tax code. Buried in those pages are some obvious ways to save on taxes, and some not so obvious ways. My guest today works with individuals and business owners to find those non-obvious ways, and he’ll give us a few examples on this episode.  Drew Powers is the Founder of Powers Financial Group, LLC, a Registered Investment Advisor. He specializes in advanced insurance and investment strategies for doctors. Drew is 100% independent, he doesn’t work for any investment or insurance company, which means he’s able to give unbiased advice that is most beneficial for his clients.  At Powers Financial Group, Drew leverages his stock and options trading expertise with his financial advising experience to help clients increase and protect their wealth. Drew lives in Naperville with his wife and their two children. He is an avid downhill skier, and very sad that the ski season is over! In this episode Carl White and Drew Powers discuss: Some examples of non-obvious ways to save on taxes for individualsSome examples for practice ownersSome non-obvious ways to watch out forThe team Drew recommends you have in order to find tax savings 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 Drew Powers https://powersfg.com/ https://www.linkedin.com/in/powersdrew/ https://www.facebook.com/PowersFG https://twitter.com/Powers_FG https://www.instagram.com/powers_fg/ Connect with Carl White Website: http://www.marketvisorygroup.com Email:  whitec@marketvisorygroup.com Facebook:  https://www.facebook.com/marketvisorygroup YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig LinkedIn: http://www.linkedin.com/in/healthcaremktg

    43 min
  3. Katie Nunn on Remote Workers in Private Practice

    JUL 1

    Katie Nunn on Remote Workers in Private Practice

    Not every job, or every part of every job, has to be done by people physically located in your practice. Remote work is not new, and one of the keys to success is managing remote workers successfully. My guest today consults with private practice clients on numerous operational issues, including this one, and she’ll share her insights with us. Katie Nunn, MBA, CMPE, provides training and coaching for healthcare leaders and their organizations on process improvement, financial optimization, and cultural transformation. Leveraging extensive experience with financial and operational turnarounds, she is a valuable advisor for an organization experiencing rapid expansion or change. With over 20 years' experience in healthcare leadership, her broad areas of expertise include practice assessments, process improvement, financial management, IT implementations, telemedicine, strategic planning, providers on-boarding, and cultural transformation. In this episode Carl White and Katie Nunn discuss: The type of work that is good for remote workersTips on managing remote workers wellResponding to the concern of “can’t see it / can’t manage it”).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 Katie Nunn https://www.linkedin.com/company/bright-ideas-medical-consulting/ Connect with Carl White Website: http://www.marketvisorygroup.com Email:  whitec@marketvisorygroup.com Facebook:  https://www.facebook.com/marketvisorygroup YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig LinkedIn: http://www.linkedin.com/in/healthcaremktg

    34 min
  4. E.J. Cyran on Landmines in Agreements With Other Healthcare Providers

    JUN 24

    E.J. Cyran on Landmines in Agreements With Other Healthcare Providers

    While reviewing a contract between you and a third party is anything but gripping, it has to be done. Why? There can be landmines placed all over them. My guest today is a healthcare attorney who helps his clients negotiate fair agreements, among his other services. He’ll share some of the landmines he finds and what you can do. E.J. Cyran has spent over a decade as a healthcare lawyer, which means he represents physicians, dentists and their practices in negotiating vendor agreements, buying or selling their practice, handling associate buy-ins, and getting advice on their regulatory and payor issues. He knows his way around HIPAA, telehealth, Medicare and all other matters affecting healthcare practices. E.J. is a go-to lawyer for his clients. In this episode Carl White and E.J. Cyran discuss: Some examples of third party agreementsWhy third parties sometimes skew agreements in their favorThe types of third party agreements that pose the biggest risks to medical practicesYour options when you are presented with such an agreementWant 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 E.J. Cyran https://www.foxrothschild.com/edward-j-cyran Connect with Carl White Website: http://www.marketvisorygroup.com Email:  whitec@marketvisorygroup.com Facebook:  https://www.facebook.com/marketvisorygroup YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig LinkedIn: http://www.linkedin.com/in/healthcaremktg

    44 min
  5. Lisa Levesque on Holding Yourself Accountable to Hold Your Team Accountable

    JUN 17

    Lisa Levesque on Holding Yourself Accountable to Hold Your Team Accountable

    “Do as I say, not as I do” makes life easy for a while, but guess what: your staff will see you holding yourself to a different standard than them…even on the same policies. That’s not good! Holding yourself accountable isn’t always easy, but if you want the credibility of your team, you need to figure out how. My guest today coaches her clients on a variety of leadership topics, including this one, and will help us get started. Lisa Levesque is the principal and Business & Executive Coach at Breakthrough Business Strategies with a focus on healthcare professionals who are technically excellent and need help with the practice of business. Prior to her current business, Lisa held senior level leadership roles at Fidelity Investments and leverages these experiences to help her clients achieve business excellence. In this episode Carl White and Lisa Levesque discuss: What real accountability looks likeWhat the hesitation is for leaders to hold themselves to the same standards as their staffHow to be accountable, and to demonstrate it publicly in the practice.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 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=dZShbB59giMHelp with a mission statement: https://www.youtube.com/watch?v=1xs4I349cdcConnect with Carl White Website: http://www.marketvisorygroup.com Email:  whitec@marketvisorygroup.com Facebook:  https://www.facebook.com/marketvisorygroup YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig LinkedIn: http://www.linkedin.com/in/healthcaremktg

    31 min
  6. Daniel Tribby on Using Your Office Manager Properly

    JUN 10

    Daniel Tribby on Using Your Office Manager Properly

    I’ve seen a number of job descriptions in my career, and that for the office manager in a practice is one of the craziest. Why? Everything is in it, making it, in reality, the job description for many people. The office manager role is crucial, so why do this to people? My guest today helps practices build strategic and operational excellence, and he’ll help us understand how to use the office manager role properly. Daniel Tribby is a healthcare provider, effective business growth strategist, award winning author, top keynote speaker with a vision to help healthcare entrepreneurs build a practice that serves it's patients and sustain profitability for the long term. In this episode Carl White and Daniel Tribby discuss: Some of the worst uses of the office manager role he’s seen, and why they’re the worstWhat the proper uses of the office manager role areWant 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 Daniel Tribby https://www.linkedin.com/in/iamdanieltribby/ Connect with Carl White Website: http://www.marketvisorygroup.com Email:  whitec@marketvisorygroup.com Facebook:  https://www.facebook.com/marketvisorygroup YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig LinkedIn: http://www.linkedin.com/in/healthcaremktg

    36 min
  7. Joe Lessard on Managing Overhead Costs in Your Practice

    JUN 3

    Joe Lessard on Managing Overhead Costs in Your Practice

    One of the keys to a profitable medical or dental practice is to be smart on overhead costs. They’re significant, and sometimes difficult to find. If you don’t understand your overhead costs, or if you feel like you’re working harder for the same compensation, then this is an episode you’ll want to listen to.  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 What the main overhead costs in a practice areWhat good vs. bad levels look likeWhy more practice owners do not have a handle on their overhead costsWant 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:  whitec@marketvisorygroup.com Facebook:  https://www.facebook.com/marketvisorygroup YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig LinkedIn: http://www.linkedin.com/in/healthcaremktg

    40 min
  8. Jake Goates on A Thoughtful Marketing Budget

    MAY 27

    Jake Goates on A Thoughtful Marketing Budget

    There are marketing budgets and thoughtful marketing budgets. What’s the difference? The thought put in! Not every marketing tactic works for every situation. Even the appropriately chosen marketing tactics need to be executed well. My guest today helps dental practices build thoughtful marketing plans and budgets, and we’ll tell us what he thinks. Since 2003, Jake Goates has given group seminars and training on sales and marketing. He is a Key Opinion Leader for various dental marketing companies. Since 2013, Jake has personally consulted more than 5,600 dentists nationwide on their marketing strategies and sales skills to reduce unnecessary spend while increasing collections. Jake founded GOAT Dental Marketing Consultants in early 2023, providing marketing strategy and sales coaching for dental offices across the country. Jake, with his wife and two daughters, enjoy living and playing in the mountains of Northern Utah. In this episode Carl White and Jake Goates discuss: The core elements of a thoughtful marketing budgetHow a practice can get to what’s good to include in a marketing budget and what’s 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 Jake Goates https://www.linkedin.com/in/jake-goates-a8908a12/ https://www.facebook.com/profile.php?id=61553719583016 Connect with Carl White Website: http://www.marketvisorygroup.com Email:  whitec@marketvisorygroup.com Facebook:  https://www.facebook.com/marketvisorygroup YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig LinkedIn: http://www.linkedin.com/in/healthcaremktg

    44 min
See All (180)

5
out of 5
28 Ratings

About

PracticeCare is devoted to helping private practice owners in healthcare stay private. We do that via guests who offer bite-sized business experience and advice…the kind you didn’t get in school. Our guests are private practice owners and service providers who help them. If you want to know just enough about business decisions you face to make a good one, PracticeCare is for you.

Information

  • Creator
    Carl White
  • Years Active
    2022 - 2025
  • Episodes
    180
  • Rating
    Clean
  • Copyright
    © MarketVisory Group, Inc.
  • Show Website
    PracticeCare

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