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.

LINKS:

Need extra support? Join The Exchange, a membership community just for group practice owners.

The Group Practice Exchange Programs + Courses

The Accountability Equation™ Quiz

The Accountability Equation Book

Group Practice Forecasting Support GPT

CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE:

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CONNECT WITH TARA VOSSENKEMPER:

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Culture Focused Practice Podcast

SPONSORS:

TherapyNotes: An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to therapynotes.com/r/thegrouppracticeexchange for two free months!

GreenOak Accounting: An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month!

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.

LINKS:

Need extra support? Join The Exchange, a membership community just for group practice owners.

The Group Practice Exchange Programs + Courses

The Accountability Equation™ Quiz

The Accountability Equation Book

Group Practice Forecasting Support GPT

CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE:

Website

Facebook

Instagram

LinkedIn

CONNECT WITH CARTER FREEMAN:

Website

LinkedIn

SPONSORS:

TherapyNotes: An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to therapynotes.com/r/thegrouppracticeexchange for two free months!

GreenOak Accounting: An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month!

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.

LINKS:

Need extra support? Join The Exchange, a membership community just for group practice owners.

The Group Practice Exchange Programs + Courses

The Accountability Equation™ Quiz

The Accountability Equation Book

Group Practice Forecasting Support GPT

CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE:

Website

Facebook

Instagram

LinkedIn

CONNECT WITH LISA BESLER:

Website

SPONSORS:

TherapyNotes: An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to therapynotes.com/r/thegrouppracticeexchange for two free months!

GreenOak Accounting: An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month!

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.

LINKS:

Need extra support? Join The Exchange, a membership community just for group practice owners.

The Group Practice Exchange Programs + Courses

The Accountability Equation™ Quiz

The Accountability Equation Book

Group Practice Forecasting Support GPT

CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE:

Website

Facebook

Instagram

LinkedIn

CONNECT WITH DR. TIANA KELLY:

Website

Instagram

Facebook

LinkedIn

SPONSORS:

TherapyNotes: An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to therapynotes.com/r/thegrouppracticeexchange for two free months!

GreenOak Accounting: An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month!

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.

LINKS:

Need extra support? Join The Exchange, a membership community just for group practice owners.

The Group Practice Exchange Programs + Courses

The Accountability Equation™ Quiz

The Accountability Equation Book

Group Practice Forecasting Support GPT

CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE:

Website

Facebook

Instagram

LinkedIn

CONNECT WITH ADRIAN KOEHLER:

Website

YouTube

LinkedIn

Instagram

SPONSORS:

TherapyNotes: An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to therapynotes.com/r/thegrouppracticeexchange for two free months!

GreenOak Accounting: An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month!

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 support our team while growing our business sustainably. And let's be real - student loan planning isn't just about personal finance anymore. It can directly impact your hiring, retention, and overall business strategy.

Connor breaks it all down with practical tips on how to navigate student loan forgiveness for mental health professionals, how HRSA loan repayment programs work, and how nonprofit student loan forgiveness could be the edge you need to attract top talent.

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

• What most group practice owners don't know about student loan forgiveness for mental health professionals - and how to change that.
• The real difference between HRSA loan repayment and nonprofit student loan forgiveness (and how to know which is right for your practice).
• How opening a nonprofit arm of your practice could unlock student loan forgiveness for mental health professionals - and be a game-changer in hiring.
• The top student loan planning mistakes practice owners make - and how to avoid them.
• How your student loan planning strategy can (and should) be aligned with your business growth goals and tax planning.

Whether you've already paid off your loans or you're still navigating repayment, there's a ton of value in understanding how student loan planning fits into the bigger picture. Especially if you're building a benefits package that stands out in a competitive hiring market.

Tune in to learn how HRSA loan repayment, nonprofit student loan forgiveness, and smart student loan planning can fuel sustainable growth in your group practice.

LINKS:

Need extra support? Join The Exchange, a membership community just for group practice owners.

The Group Practice Exchange Programs + Courses

The Accountability Equation™ Quiz

The Accountability Equation Book

Group Practice Forecasting Support GPT

CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE:

Website

Facebook

Instagram

LinkedIn

CONNECT WITH CONNOR PIERCE & STUDENT LOAN PLANNER:

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Facebook

Instagram

TikTok

X

LinkedIn

Pinterest

YouTube

SPONSORS:

TherapyNotes: An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to therapynotes.com/r/thegrouppracticeexchange for two free months!

GreenOak Accounting: An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month!

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 complaints.

We dig into the biggest mistakes practice owners make when it comes to practice policies, the role of strong therapy documentation, and why a well-written therapy informed consent example is one of the most important clinical risk management documents in your practice.

In this episode, we cover:

• The one red flag that gets ignored most often by clinicians - and how it leads to board complaints if left unaddressed.
• Why your therapy informed consent example might be missing critical language (and what it needs instead).
• The biggest mistake group practices make with practice policies - and how it opens the door to liability.
• How tech is making it too easy for clinicians to skip key therapy documentation steps that protect everyone.
• What a team culture rooted in clinical risk management looks like - and how to build one starting now.

If you're a practice owner wondering what really goes into strong clinical risk management, you'll walk away from this episode with actionable steps to protect your practice, your team, and your clients.

LINKS:

Need extra support? Join The Exchange, a membership community just for group practice owners.

The Group Practice Exchange Programs + Courses

The Accountability Equation™ Quiz

The Accountability Equation Book

Group Practice Forecasting Support GPT

CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE:

Website

Facebook

Instagram

LinkedIn

CONNECT WITH THE WORKING ALLIANCE:

Website

Document Packages - Use coupon Code TGPE25 for 25%!

Free Download: 11 Tips to Help You Avoid a Board Complaint... and Sleep Better at Night!

Contact them HERE for team trainings around building awareness about best practices in risk management

SPONSORS:

TherapyNotes: An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to therapynotes.com/r/thegrouppracticeexchange for two free months!

GreenOak Accounting: An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month!

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 help practice owners turn burnout into long-term success.

We talk about how to stop relying on traditional retirement plans that don't serve practice owners, and instead focus on building true wealth through diversifying income and treating your business like the investment it is.

Whether you're deep into your group practice journey or just starting to scale, these retirement strategies will help you shift your financial outlook and take control of your future.

Here's what we dive into in this episode:

• Why traditional retirement strategies often fail practice owners, and what to focus on instead if you want lasting success
• How to start diversifying income beyond just adding new services — and why that matters for your long-term financial security
• The weekly habit Eric swears by that boosts income and supports sustainable diversifying income streams
• The biggest financial mistakes practice owners make — and the simple financial freedom tips that can help you avoid them
• What your practice space, staff, and systems might be hiding — and how to use them more effectively before expanding
  
  

If you've been looking for a roadmap to smarter retirement strategies, or just want some no-fluff financial freedom tips you can actually use, you're going to love this conversation.

Eric and I talk honestly about what it takes to create multiple diversifying income streams, how to think like an investor, and why now is the time for every practice owner to start planning for the future.

LINKS:

Need extra support? Join The Exchange, a membership community just for group practice owners.

The Group Practice Exchange Programs + Courses

The Accountability Equation™ Quiz

The Accountability Equation Book

Group Practice Forecasting Support GPT

CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE:

Website

Facebook

Instagram

LinkedIn

CONNECT WITH ERIC MILLER:

Website

Book: How To Become a Financial Beast

Free booklet: Financial Strategies Every Practice Owner Needs to Implement to Build Wealth

YouTube

Facebook

LinkedIn

SPONSORS:

TherapyNotes: An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to therapynotes.com/r/thegrouppracticeexchange for two free months!

GreenOak Accounting: An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month!