Practice Launch | 8-hr Intensive

In this CE training, you'll learn the most essential pieces to private practice success. Everything you'll learn has been tested in consulting work with Jordan and Paul's clients. These aren't just catchy or trendy things to try! They work. And we have real numbers, stories, and successes to support what we're sharing here.

We're winding down our long-term mentorship program. Before that happens, we want to roll out the meatiest, most important things we've learned over the years. Come attend live to ask questions and get specific feedback, or order the recordings to keep forever. (Note: this training will be recorded and may be used in various settings in our business training in the future.)

Meeting agenda:

1. Day 1 (Nov 14)

   1. Time to Full Calculator

   2. Initial Practice Launch (LLC, NPI, EIN, Bank, Liability)

   3. Google Marketing Overview

   4. Marketing Language and Copy + Psychology Today

   5. Phone practices

   6. Insurance Credentialing (BCBS example process)

2. Day 2 (Nov 21)

   1. Setting rates, understanding income

   2. Professional paperwork

   3. Business systems for efficiency and client tracking

   4. Marketing Flywheel

   5. Waitlists and getting full

   
   

Learn how to:

• Know which activities will actually impact the success of your business—instead of guessing and wasting time.

• Confidently speak about your rates and handle first interactions with clients online or on the phone.

• Complete necessary, tedious tasks in the legal, accounting, or insurance world.

• Set up systems that ensure a smooth business that gives you autonomy and ease in your professional and personal life.

There are two registration options:

Pay to attend live and receive recordings ($195)

Pay for recordings only ($125)

• Where: Zoom

• Module Dates:

  • Nov 14th 9am-1pm (includes 30min lunch break)

  • Nov 21st 9am-1pm (includes 30min lunch break)

• Participants will earn 7 CEs.