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. 8H AGO

    Tracking Expenses & Defining Your Tax Planning Strategy

    Send us a text Tracking expenses isn’t just about saving receipts—it’s about building a proactive, compliant financial foundation. In this quick-tip episode of The Private Practice Survival Guide, Brandon Siegel breaks down how to design a strategic tax planning system that keeps your business organized, audit-ready, and optimized for savings all year long. You’ll learn how to: * Set up separate business bank accounts and integrate accounting tools like QuickBooks * Perform monthly reconciliations and maintain clean, accurate books * Conduct quarterly CPA reviews to stay compliant and proactive * Categorize expenses using Schedule C–friendly buckets for smarter tracking * Plan and pay quarterly estimated taxes without the stress * Identify often-overlooked deductions and credits (home office, mileage, professional education, and more) Leverage advanced credits and savings tools like WOTC, Section 127 student-loan assistance, SEP/Solo 401(k)/SIMPLE plans, and HSAs/FSAs If you’re ready to simplify your finances, strengthen compliance, and keep more of what you earn, this episode gives you the checklist to start the right conversation with your CPA—today. (Not tax advice.) 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

    32 min
  2. 4D AGO

    How To Evaluate A Talent's Trajectory

    Send us a text Hiring great talent isn’t about resumes—it’s about trajectory. In this quick-tip episode of The Private Practice Survival Guide, learn how to evaluate a candidate’s long-term potential, not just their current skill set. Discover how to identify high-growth, high-resilience team members who can adapt, evolve, and elevate your organization for years to come. You’ll learn how to: Recognize a true growth mindset during interviewsTest adaptability, self-awareness, and emotional resilienceEvaluate learning agility and mission alignmentIdentify candidates who create culture, not just fit itPredict long-term success based on capability—not credentialsIf you’re serious about building a team that thrives under pressure and scales with purpose, this episode gives you the blueprint to spot, hire, and develop your next top performer. 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

    18 min
  3. OCT 27

    Hiring For Talent Vs. Hiring For Potential

    Send us a text  Are you hiring the right people—or just filling seats? In this powerful episode, we break down the truth about hiring for potential vs. hiring for talent—and why your next great employee is probably already working somewhere else. Discover how to attract top performers, create a process that filters for drive and cultural alignment, and why you should make it hard to get the job if you want to build a winning team. You’ll learn how to: Identify high-potential candidates who can grow with your companyBuild hiring systems that protect your culture and valuesInvest your time, money, and energy where it counts most—your peopleScreen for personality traits that predict long-term successIf you’re tired of turnover, mediocre performance, or “quiet quitters,” this episode will help you build a team that stays, scales, and sets the standard for excellence.  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

    39 min
  4. OCT 23

    Difference Between Automation & Artificial Intelligence

    Send us a text This Quick Tip breaks down Automation vs. Artificial Intelligence for private practices—what they are, where they overlap, and how to deploy each for maximum ROI. You’ll learn how rule-based automation (think: EHR billing runs, appointment confirmations, Calendly/Acuity reminders, Zapier workflows, Keap/Infusionsoft logic trees) eliminates repetitive tasks, while AI (machine learning–driven tools like HIPAA-ready note-takers, smart chatbots, and content generators such as ChatGPT/Jasper/Scribe PT) adapts to data, drafts documentation, analyzes client trends, and improves over time. We cover real clinic use cases—scheduling, reminders, billing, compliance alerts, HR/licensure tracking—and a critical caution on data quality and HIPAA compliance when using AI for clinical or revenue-cycle decisions. Bottom line: Automate the predictable, add AI where nuance and analysis drive outcomes. If you want fewer no-shows, faster documentation, tighter cash flow, and better patient communication, this episode gives you a practical roadmap to implement both—safely, ethically, and profitably. 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

    16 min
  5. OCT 20

    Implementing AI In Your Growth Marketing Approach

    Send us a text In this episode, we explore how to effectively implement AI in your growth marketing strategy to streamline operations, enhance engagement, and drive measurable ROI. From using AI-powered CRMs like HubSpot and Zoho to automate campaigns and segment audiences, to leveraging chatbots, predictive analytics, and AI-driven SEO tools, the episode breaks down how to integrate machine learning and automation for smarter marketing execution. You’ll learn practical applications of tools like Jasper, Canva Magic Studio, Looka, and SmartBot360, as well as HIPAA-compliant messaging platforms for healthcare practices. Whether you’re looking to optimize digital ads, personalize patient communication, or boost retention through automation, this episode reveals a clear roadmap to modernizing your marketing ecosystem with AI for sustained business growth. 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

    33 min
  6. OCT 16

    Smashing Cancellations: Strategies To Maximize Output

    Send us a text Frequent cancellations and no-shows can silently drain a private practice’s revenue and efficiency, costing up to 20% in annual income and reducing patient outcomes by as much as 30%. We explore actionable strategies to minimize cancellations and boost output—starting with implementing firm 48–72-hour cancellation policies, automating appointment reminders, and creating systems that build accountability and trust with patients. It also emphasizes optimizing scheduling with waitlists and telehealth options, incentivizing consistent attendance, and analyzing data to identify trends and root causes. By adopting these strategies, practices can reduce cancellations by 30%, improve operational efficiency, and drive sustainable growth while enhancing the patient experience. 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

    14 min
  7. OCT 13

    Critical Changes To Your Patient Policy Approach

    Send us a text  In this episode of the Private Practice Survival Guide, we explore the critical updates every private practice should make to their patient policy approach in 2025. As healthcare costs rise and reimbursements stagnate, practices must evolve their patient accountability, transparency, and operational frameworks to maintain both care quality and financial health. Brandon breaks down key strategies such as mandating pre-visit insurance verification, training staff for upfront collections, and implementing strict cancellation and no-show policies to protect cash flow. He also highlights the growing importance of telehealth, wearable data policies, and patient education for compliance and engagement. The episode emphasizes adopting a Patient Code of Conduct to establish mutual respect, financial responsibility, and behavioral expectations—helping create a consistent, patient-centered culture that sustains care excellence in an increasingly complex healthcare landscape.  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

    34 min
  8. OCT 9

    The Difference Between Forecasting & Projections

    Send us a text This quick tip episode of the Private Practice Survival Guide breaks down the crucial difference between Forecasting and Projections in private practice financial planning. Forecasting relies on historical data, trends, and KPIs to stabilize operations—helping practices anticipate revenue cycles, manage cash flow, and set realistic budgets for staffing and resources. Projections, on the other hand, fuel innovation by modeling “what-if” growth scenarios such as adding new services, expanding locations, or adjusting payer contracts. Brandon shares practical examples of using forecasts to prepare for seasonal revenue shifts and projections to stress-test strategic moves, while also addressing common pitfalls like over-optimism and ignoring anomalies. The key takeaway: balance both tools to stay financially grounded yet growth-focused, enabling your practice to remain agile, profitable, and future-ready.  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

    16 min
5
out of 5
22 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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