The Group Practice Exchange

What does it really mean to run a values-aligned practice?

As a group practice owner, I've learned how powerful it is to build a culture that actually reflects our values. In this episode, I sit down with my friend Tara Vossenkemper to answer the question "what is EOS?" and explore how it helps us create a true values-driven meaning in our practices.

Tara and I talk about her journey with EOS core values, why it's so important to stay values-aligned, and how leaders like us can be intentional in demonstrating values in the workplace. We share real stories, mistakes, and lessons from our own practices so you can see what this looks like in action.

Here's what you'll hear in our conversation:

• How EOS core values provide structure for a sustainable values-driven meaning in group practice
• Why so many owners struggle to define their values — and how EOS makes it easier
• Practical ways of demonstrating values in the workplace that actually change culture
• Hiring strategies to build a team that's truly values-aligned
• How doubling down on EOS core values shapes culture, leadership, and long-term success

If you've been asking yourself "what is EOS?" or struggling with how to live out your values-driven meaning, this episode will help you lead with clarity, confidence, and alignment.

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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.

We dig into the real differences between a CFO vs. accountant, why clinical leaders need more than just number crunching, and how financial strategy impacts everything from hiring decisions to clinical outcomes. If you've ever thought, "My accountant doesn't do that," this conversation will open your eyes.

Here's what we cover in this episode:

• The key differences between a CFO vs. accountant - and why your practice likely needs both at different stages
• Why fractional CFO services might be your best next hire (even if you're not ready for a full-time CFO)
• How CFO services help align financial decisions with clinical growth and long-term sustainability
• Real-world cash flow management techniques that Carter uses with growing group practices
• What accountants for therapists should be doing - and where their role stops short of strategic leadership

Whether you're planning to expand, hire nonclinical staff, diversify services, or even prep for a sale, understanding the role of a CFO is key. Carter and I break down the signs that it's time to bring one in and how to leverage financial leadership that moves your practice forward.

Listen to the full episode now to learn how CFO services, fractional CFO services, and smarter cash flow management techniques can elevate your group practice beyond basic accounting.

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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 top 5 things leadership teams need from YOU, the group practice owner, to thrive without constant oversight. We dig into the mindset shifts and practice management systems that help you step out of the weeds and into visionary leadership.

We're getting real about control, trust, and how to delegate tasks effectively without everything falling apart. If you want to focus on the big picture and finally stop being your team's go-to problem solver, this episode is a must-listen.

• Why most owners think they're delegating - but aren't. Hint: If your team still needs your approval for everything, you're not really practicing delegation in leadership.
• What true ownership looks like on a leadership team. Discover how to shift from being a decider to empowering clinical leadership to own results (even the messy ones).
• The one thing you're likely skipping that's sabotaging your team's success. It's not flashy, but it's foundational - and it's the heart of good practice management systems.
• How to train your team to think like leaders. We'll show you what real mentorship looks like inside solid leadership development practices. Why letting go is hard - and how to do it anyway. Lisa shares a powerful mindset reframe that helped her stop micromanaging and start trusting her people.

Building a sustainable practice means building a sustainable team.

And that means it's time to take leadership development practices, delegation in leadership, and your internal practice management systems seriously. When you delegate tasks effectively, you create space for innovation, growth, and the freedom to finally focus on what really matters.

Tune in to the full episode now to hear Lisa's top five game-changing tips - and start creating the kind of clinical leadership team that actually leads.

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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 (and team!) are protecting your clients and your business.

We're covering what you actually need in your HIPPA compliance checklist, how to spot the most common therapy documentation mistakes before they snowball, and why having the right therapy documentation software can make all the difference.

Here's what you'll learn in this episode:

• The most common compliance gaps in group practices - and why skipping your HIPPA compliance checklist isn't worth the risk.
• How to avoid the top counseling documentation mistakes Dr. Kelly sees over and over in chart audits.
• Why timeliness in therapy documentation isn't just a nice-to-have (and what to do if you've fallen behind).
• The features you should look for in therapy documentation software to make compliance easier on your whole team.
• How to implement new compliance policies without overwhelming your clinicians or disrupting client care.

If you've ever wondered, "Am I doing enough to protect my practice?" this conversation will give you the clarity - and actionable steps - you need. Compliance doesn't have to be intimidating, and your HIPPA compliance checklist, counseling documentation, and therapy documentation software can work together to keep you safe and efficient.

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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 the real reasons leaders get stuck, why "being nice" isn't always kind, and how your discomfort might be costing your business.

We bust some major myths about leadership, and Adrian shares what therapists-turned-leaders need to know if they want to grow a team that's healthy, honest, and aligned.

Here's what we cover in this powerful conversation:

• The #1 blind spot that leads to the most common leadership mistakes - and how to start fixing it today
• What to do if you've given someone too many chances and it's starting to hurt your team (spoiler: it's not just about writing a PIP)
• Why great therapists often struggle as leaders, and how to overcome that disconnect with the right leadership training for teams
• The truth about radical candor, "ruinous empathy," and how these hidden habits damage team culture
• How to ask yourself one simple (but daring) question that reveals how to improve as a leader in your group practice

Whether you're leading a small team or managing a growing staff, this episode will challenge how you think about leadership - and how you show up for your people.

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