Jamey Schrier: From Startup to Scale: Strategies to Escape Growth Traps

In this episode of the Healthy, Wealthy and Smart podcast, host Dr. Karen Litzy welcomes Neil Trickett, a physical therapist and former private practice owner who has transitioned into a marketing guru. Neil shares his journey from being a physical therapist to leading a successful multi-seven-figure marketing agency, Practice Promotions. He discusses his passion for helping PT owners grow their businesses and achieve their desired lifestyles. The conversation highlights the importance of effective marketing strategies in the physical therapy field and provides valuable insights for clinic owners seeking to increase patient volume. Tune in to learn helpful tips on how to leverage marketing for your practice's success! Time Stamps:  [00:01:20] Physical therapy career journey. [00:06:40] Working with your spouse. [00:10:03] Business partnership dynamics. [00:13:21] Marketing for healthcare practitioners. [00:15:10] Patient relationship marketing strategies. [00:22:07] Marketing audit for practices. [00:23:11] Online discoverability in healthcare. [00:28:04] Website design and patient marketing. [00:32:18] Marketing investment and metrics. [00:36:20] Marketing planning and budgeting. [00:39:00] Learning and executing quickly.More About Neil Trickett: Neil is a physical therapist, former private practice owner of 8 years, and CEO of Practice Promotions, the leader in marketing strategy, digital marketing, websites, and print marketing for the PT industry. With 20 years of real-world experience, Neil has helped over a thousand PT clinic locations across the US and Canada, implement the right marketing strategies and systems to exponentially grow their new patient numbers.   Neil and his wife, Amy co-owned their successful physical therapy practice in Boynton Beach, FL for 8 years, developing marketing strategies and systems along the way. He has dedicated his career to helping elevate the profession of physical therapy in the public, by empowering rehabilitation practices to successfully market themselves to their local communities.  Resources from this Episode: Practice promotions Website Neil on LinkedIn Practice Promotions on Facebook Practice Promotions on Instagram Practice Promotions on YouTube Get Your FREE Market2Grow Book here   Jane Sponsorship Information: Book a one-on-one demo here Mention the code LITZY1MO for a free month   Follow Dr. Karen Litzy on Social Media: Karen’s Twitter Karen’s Instagram Karen’s LinkedIn Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio

In this episode of the Healthy, Wealthy, and Smart Podcast, host Karen Litzy welcomes back Jamey Schrier, a physical therapist, bestselling author, and CEO of Practice Freedom U. They discuss the importance of helping and impacting others through their professions, as well as the growth and evolution of both Karen’s and Jamey's businesses. The conversation delves into the traps of growth that many entrepreneurs face, highlighting how new challenges can arise as companies expand. Jamey shares insights on navigating these obstacles to ensure continued success and fulfillment in one's practice. Tune in for valuable strategies on overcoming the challenges of business growth and making a meaningful impact in your field. Time Stamps:  [00:01:39] Growth traps in business. [00:05:14] Growth phases of business. [00:10:51] Choosing your own path. [00:12:36] Overcoming feelings of inadequacy. [00:19:21] Company values attract staff. [00:23:25] Draining joy in work. [00:25:56] Expansion phase challenges in business. [00:30:22] Business growth and scalability. [00:35:01] Profitability in business phases. [00:40:17] Knowing what you want. [00:41:32] Practice Freedom U quiz. More About Jamey Schrier: Jamey Schrier, P.T. is a best-selling author, speaker and CEO of Practice Freedom U, a business training and coaching company. Jamey is former private practice owner and his book, The Practice Freedom Method has helped scores of practitioners Treat Less, and Earn More, and enjoy a life they deserve. Resources from this Episode: Practice Freedom U Website Jamey on Facebook Jamey on LinkedIn Jamey on Instagram Jane Sponsorship Information: Book a one-on-one demo here Mention the code LITZY1MO for a free month Follow Dr. Karen Litzy on Social Media: Karen’s Twitter Karen’s Instagram Karen’s LinkedIn Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio

In this episode of the Healthy, Wealthy, and Smart Podcast, host Dr. Karen Litzy welcomes visionary business strategist Kareen Walsh. With nearly two decades of experience, Kareen is an expert in optimizing performance across various industries, helping C-suite executives and entrepreneurs achieve significant returns on their investments. She shares her journey of becoming an entrepreneurial and business executive coach, emphasizing the importance of sustainable leadership and empowering others. Tune in as Kareen discusses her approach to overcoming fear, avoiding burnout, and turning visionary ideas into tangible results through her business, Revampologist, and the Hey Kareen app. Don't miss this insightful conversation, which offers valuable strategies for leaders seeking to elevate their business success.   Time Stamps:  [00:01:15] Transitioning from corporate to entrepreneurship. [00:05:12] Evolved mindset for business success. [00:09:05] Seven figures revenue strategy. [00:11:26] Embracing change and control. [00:15:32] Leadership qualities for team empowerment. [00:19:33] Onboarding process effectiveness. [00:25:26] Embracing vulnerability in leadership. [00:28:20] Leveraging time for business success. [00:32:55] Busyness versus business ownership. [00:34:10] Role identification for entrepreneurs. [00:40:04] Entrepreneurial challenges app. [00:45:04] Have more fun and be present. [00:45:35] Embracing daily gifts.   More About Kareen Walsh: Kareen Zahr Walsh is a visionary business and people’s strategist, author, podcaster, investor, and a 7-figure business-building entrepreneur, making her the ultimate Business Healer. With nearly 2 decades of experience optimizing performance in the health & wellness, eCommerce, technology, and finance industries, running top-performing teams in complex environments, Kareen has a proven track record of helping C-Suite executives turn their vision of impact into action, often resulting in 10Xing their investment. Kareen is on a mission to help you integrate your inner business with your vision for external impact so that you can get out of your own way and stand in alignment. Resources from this Episode: Hey Kareen Website Free Gift For Listeners Kareen Walsh website Kareen on Instagram Kareen on LinkedIn   Jane Sponsorship Information: Book a one-on-one demo here Mention the code LITZY1MO for a free month   Follow Dr. Karen Litzy on Social Media: Karen’s Twitter Karen’s Instagram Karen’s LinkedIn Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio

In this episode of the Healthy, Wealthy, and Smart Podcast, host Dr. Karen Litzy welcomes TJ Slattery, a seasoned entrepreneur and strategic advisor dedicated to helping small business owners thrive. With over 20 years of experience in small business management, TJ shares insights on how to grow your business while achieving personal and professional freedom sustainably. He reflects on his entrepreneurial journey, which began in his youth with various small ventures, and discusses the importance of leveraging experience and strategic partnerships to propel business success. Tune in for valuable tips and inspiration for aspiring entrepreneurs and small business owners alike!   Time Stamps:  [00:03:25] Strategic leaders vs. reactive operators. [00:03:48] Importance of proactive planning. [00:07:30] Delegating roles in business. [00:12:24] Owner feedback and business growth. [00:15:24] Transitioning from PT to CEO. [00:19:00] Team toxicity and leadership challenges. [00:21:20] System changes and entrepreneurship challenges. [00:27:30] Celebrating personal business wins. [00:28:07] The importance of asking questions. [00:32:07] Take it easier on yourself. More About TJ Slattery: TJ is a lifetime entrepreneur, small business owner, and strategic advisor with an insatiable desire to help other small business owners scale their enterprise and gain freedom in their professional and personal lives. With 20 years operating in the world of small business and entrepreneurship, TJ leverages his boots-on-the-ground experience and tenure as a business advisor to partner with small business owners and propel their business to the next level.   A Denverite with midwestern roots and a passion for music, gardening, house-projects, travel, skiing, and spoiling his dog Bella, TJ has a deep appreciation for keeping a balance between running a successful business and pursuing the things in life that make us happy.  TJ earned his bachelor’s degree in Interdisciplinary Business Management from Miami University of Ohio and his MBA from the University of Denver. Gathering more experiences along the way, TJ has worked in multitude of industries. From owning and operating a pedicab service in Vail, CO and a handyman service in Denver, CO, to becoming a partner in a facilities management firm in London, UK and starting Zuni Street Brewing in Denver, CO. Resources from this Episode: Crowsnest Consulting Business Case Studies   Jane Sponsorship Information: Book a one-on-one demo here Front Desk @ Jane Mention the code LITZY1MO for a free month Follow Dr. Karen Litzy on Social Media: Karen’s Twitter Karen’s Instagram Karen’s LinkedIn Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio

In this episode of the Healthy, Wealthy, and Smart Podcast, host Karen Litzy welcomes Dr. Lilian O. Ebuoma, a Harvard-trained breast radiologist and author of "Love Your Breasts, Love Yourself." With over two decades of experience in health and wellness, Dr. Ebuoma shares her journey from joining the U.S. Navy at 19 to pursuing her passion for medicine inspired by her grandmother, a midwife in Nigeria. The discussion emphasizes the importance of breast health and provides insights into holistic breast care. Tune in to learn more about Dr. Ebuoma 's expertise and her comprehensive guide to nurturing breast health. Links to her book and additional resources are available in the show notes.   Time Stamps:  [00:01:25] Journey into healthcare and radiology. [00:06:21] Breast cancer mortality disparities. [00:10:40] Self-examination for breast health. [00:14:14] Mammography screening recommendations. [00:15:18] Breast density and screening. [00:20:46] Diagnostic mammogram process explained. [00:24:15] Emotional wellbeing and breast health. [00:27:14] Cultural stigma and breast cancer. [00:32:03] Emotional impact of cancer diagnosis. [00:34:39] Complementary therapies in oncology. [00:39:07] Breast awareness and self-care. [00:42:06] Love your breasts, love yourself.   More About Dr. Lilian O. Ebuoma: Dr. Lilian Ebuoma is a Harvard-trained breast radiologist, certified physician executive, social entrepreneur, U.S Navy Veteran, and certified professional coach. She has more than two decades of experience in the health and wellness industry, including in the United States Navy.  She is a Fellow of the Institute of Coaching at McLean, Harvard Medical School Affiliate, and a 2027 Fellow of the American College of Radiology. Dr. Ebuoma is the founder of Lilly Women’s Health and Lilly Cares Foundation (LCF) in Lagos, Nigeria with a primary focus of streamlining breast care to improve breast cancer morbidity and mortality outcomes in underserved areas.  A former Associate Professor of radiology, she has authored multiple scientific publications with a focus on breast health. She also is the Executive Producer of Tufiakwa: Witnessing the Breast Cancer Journey and author of Love Your Breasts, Love Yourself.  The recipient of the Navy and Marine Corps Achievement Medal and Early Faculty Excellence Award from the Baylor College of Medicine, Dr. Ebuoma was named top 50 most influential women in Nigeria by Business Day in 2023.  Resources from this Episode: Love Your Breasts Love Yourself Book Dr. Ebuoma’s Website Dr. Ebuoma on Instagram Dr. Ebuoma on LinkedIn   Jane Sponsorship Information: Book a one-on-one demo here Front Desk @ Jane Mention the code LITZY1MO for a free month   Follow Dr. Karen Litzy on Social Media: Karen’s Twitter Karen’s Instagram Karen’s LinkedIn   Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio

In this episode of the Healthy Wealthy & Smart podcast, Dr. Karen Litzy welcomes Lee Benson, a seasoned entrepreneur and value creation expert, who shares his insights on building successful businesses by embracing struggle and developing strong business models. Lee discusses how facing adversity is essential for growth, drawing from his experience running an aerospace company where he worked 80 to 100 hour weeks and nearly faced bankruptcy multiple times. He emphasizes the importance of clearly defining and communicating the "Most Important Number" (MIN) for your business, explaining that less than 2% of leaders can effectively articulate their business model. Lee introduces his MIND methodology (Most Important Number and Drivers) and stresses the significance of involving all employees in understanding the business model, pricing strategy, and cost structure. The conversation highlights how creating a culture of transparency and education empowers employees to make better decisions that align with company goals, ultimately transforming them into proactive contributors who act as CEOs of their own roles. Time Stamps:  [00:02:47] Team matters in business success. [00:05:04] CEO role evolution in business. [00:09:08] Embracing struggle for growth. [00:12:11] Employee understanding of business finances. [00:16:25] Most important number and drivers. [00:20:06] Building a community of families. [00:23:11] Business model understanding. [00:28:29] Measuring qualitative data in business. [00:31:19] Measuring employee fulfillment at work. [00:34:20] Employee inclusion in decision making. [00:36:42] Value creation potential in workplaces. [00:40:23] Employee development and struggle. [00:45:20] Advice to 20-year-old self. More About Lee Benson: Lee Benson has spent over 30 years in the business world, focused on one thing: creating value. Today, he is the CEO of Execute to Win, where we help organizations of all sizes accelerate the value they bring to the table. His journey into value creation started way back when he was pulling weeds for just 25 cents an hour.  Since then, he has had the privilege of founding and leading eight companies, including Able Aerospace. What started with just two employees grew into a team of 500, serving 2,000 customers across 60 countries, and we eventually celebrated a 9-figure exit in 2016. It’s been an incredible ride! Resources from this Episode: Lee’s Website Lee on Instagram Lee on LinkedIn Free Gift: Your Most Important Number Jane Sponsorship Information: Book a one-on-one demo here Front Desk @ Jane Mention the code LITZY1MO for a free month Follow Dr. Karen Litzy on Social Media: Karen’s Twitter Karen’s Instagram Karen’s LinkedIn Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio

In this Healthy, Wealthy & Smart Podcast episode, host Dr. Karen Litzy welcomes Alicia Murray, a licensed therapist and group practice owner based in New York. Alicia shares insights into her practice, Convenient Counseling Services, a fully virtual practice that serves clients across New York, including those in upstate regions. With a team of five clinicians, Alicia's practice specializes in a variety of areas, including men's mental health, anxiety, life transitions, depression, trauma, and grief. They discuss Alicia's journey into therapy, her motivations for entering the field, and the unique aspects of running a virtual practice. Tune in to learn more about the world of therapy and the importance of mental health support.   Time Stamps:  [00:01:37] Journey into private practice. [00:05:00] Motherhood's impact on career. [00:08:39] Hiring based on performance metrics. [00:14:19] Importance of balance in leadership. [00:17:49] Imposter syndrome in entrepreneurship. [00:22:53] Qualities of good leadership. [00:24:49] Self-compassion in entrepreneurship. [00:30:04] Building a Therapy Business. [00:31:29] Educating clients about therapy. [00:36:03] Taking risks in therapy practice.   More About Alicia Murray: Alicia Murray, LMHC, LPC, NCC opened her private practice in 2019 when she realized that community mental health wasn’t going to offer what she needed or wanted in terms of balancing her career as a therapist with her desire to be a mom. In 2021, she began scaling her private practice into a group practice, and starting in 2024, began publishing guides, workbooks, and courses to help other therapists achieve their own time and financial freedom through private practice. Through it all, she has remained the primary caregiver for her two boys while balancing entrepreneurship.    Resources from this Episode: The Therapist HQ Free Resources Alicia on Instagram Convenient Counseling Services   Jane Sponsorship Information: Book a one-on-one demo here Front Desk @ Jane Mention the code LITZY1MO for a free month   Follow Dr. Karen Litzy on Social Media: Karen’s Twitter Karen’s Instagram Karen’s LinkedIn   Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio

In this episode of the Healthy, Wealthy & Smart podcast, host Karen Litzy welcomes Robin Valadares, a seasoned physiotherapist with over 13 years of experience and the founder of Financially Fulfilled Physio. Robin shares his journey in the healthcare field and his passion for financial education, specifically aimed at helping healthcare professionals, particularly physiotherapists, achieve financial security without sacrificing their personal well-being. He discusses the importance of blending physical health with financial literacy and offers insights into how healthcare providers can build wealth and find balance in their careers. Tune in to learn valuable strategies for financial empowerment in the healthcare profession. Time Stamps:  [00:01:34] Financial education for healthcare providers. [00:03:56] Overcoming money mindset challenges. [00:07:12] Practice management finances importance. [00:11:09] Accounting software recommendations. [00:15:40] Financial habits for practice owners. [00:17:48] Diversification of revenue streams. [00:20:11] Common questions for financial advisors. [00:23:40] Revenue streamed investing. [00:27:14] Fear and failure in action. More About Robin: Robin is a healthcare professional—a physiotherapist. Despite his clinical skills, he realized the education system neglects financial literacy. We often prioritize our clients’ needs over our financial health, graduating with little knowledge of personal finance, investing, or wealth building. This gap inspired him to become a self-taught financial literacy educator for healthcare professionals. His financial knowledge comes from years of self-education, networking, trial and error, and even failure. He still practice physiotherapy, but has found freedom and fulfillment in financial independence. Over 13+ years, he has seen healthcare professionals desire financial security but lack resources. We're experts in our fields but often struggle with personal finance. That’s why he created this platform—to share my knowledge and empower you to take control of your financial future.  Resources from this Episode: Robin’s Website Robin on Instagram Robin on LinkedIn Robin on X Free Gift: How to Prepare for a Recession Jane Sponsorship Information: Book a one-on-one demo here Front Desk @ Jane Mention the code LITZY1MO for a free month Follow Dr. Karen Litzy on Social Media: Karen’s Twitter Karen’s Instagram Karen’s LinkedIn Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio

In this episode of the Healthy, Wealthy and Smart Podcast, host Karen Litzy welcomes back fellow physical therapist Ali Shoos to discuss leadership within the physical therapy profession. Allie, a dedicated volunteer leader since she began her career in 1982, shares her journey and experiences in fostering the potential of future leaders in the field. The conversation explores the importance of mentorship, the impact of involvement in professional organizations, and the role of the community in shaping effective leaders. Join Karen and Ali as they delve into the significance of leadership in physical therapy and how to empower the next generation of therapists.   Time Stamps:  [00:01:21] Leadership journey in physical therapy. [00:04:11] Leadership and advocacy journey. [00:10:05] Telehealth leadership during COVID. [00:14:36] Giving back to the profession. [00:17:30] Mentorship in professional growth. [00:22:02] Integrity as a leadership quality. [00:24:40] Vulnerability in leadership. [00:28:12] Volunteer opportunities in APTA. [00:34:55] Be bold and take risks. [00:35:26] Boldness in leadership decisions.   More About Ali Schoos: Ali Schoos, PT, graduated with her bachelor’s degree from the University of Puget Sound in Tacoma WA in 1982. Between then and 2000 she worked in a private practice, managed a hospital based sports medicine clinic, opened a private practice in 1987, and worked for a national PT company for six years as their group director in the greater Seattle area.  She then returned to private practice in 2000, after co-founding Peak Sports and Spine Physical Therapy with her husband, a group of 8 private practice clinics, practicing in Bellevue, WA. She has been a board certified orthopedic specialist from 1993-2023. She retains a small ownership in the clinics that have largely been sold to the partners she and her husband developed from their employees.   Ali has long been an active volunteer and advocate for the PT profession. She has been the secretary and chair for the Orthopedic Special Interest group, state insurance liaison for APTA Washington for nine years, a delegate to the HOD, past board member for Washington state PPSIG, served on the APTA Private Practice Section Board of Directors for six years, as well as the Covid advisory task force. She served on the APTA advisory group for primary care PT and the development of the APTA telehealth certification series. She currently serves on APTA PPS Nominating Committee, the telehealth subcommittee for APTA PPS payment policy committee,  and is an APTA PAC Trustee. She is a key PT for APTA and APTA PPS and active in legislative advocacy in Washington state. She was awarded the Washington state PT of the Year in 1993 for her insurance advocacy and again in 2021 for her work on obtaining telehealth payment and delivery parity in Washington during the outbreak of the Covid pandemic. She also advocates for Alzheimers’ and ALS research, medication access, and patient resources. She has presented on numerous topics, most recently for APTA and APTA PPS webinars on telehealth, advocacy, and marketing, as well as developing and moderating “Chelan Chat” for the Washington State PPSIG annual meeting in 2022 and 2023. Ali has served her local community on the Alzheimers’ Regional Advisory Board, the Bellevue YMCA board, her parish council, fundraising efforts for her children’s school, and coaching her kids in soccer when they were young enough to not be too technical yet! She loves the physical therapy profession and is happy to serve in any way that facilitates our movement forward as a profession and helps us to better meet the needs of our patients, while keeping us financially viable as a profession. Resources from this Episode: APTA Private Practice Peak Sports and Spine PT Ali on LinkedIn   Jane Sponsorship Information: Book a one-on-one demo here Front Desk @ Jane Mention the code LITZY1MO for a free month   Follow Dr. Karen Litzy on Social Media: Karen’s Twitter Karen’s Instagram Karen’s LinkedIn Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio

In this Healthy, Wealthy, and Smart Podcast episode, host Dr. Karen Litzy welcomes Dr. Nicole Fleischman, a board-certified urogynecologist based in New York. Dr. Fleischman specializes in treating women with pelvic floor conditions, including urinary incontinence and organ prolapse, utilizing both medical and surgical approaches. During the conversation, they explore a paradigm shift in understanding pelvic health—moving away from the traditional view of pelvic weakness and the need for strengthening to a more nuanced perspective. Dr. Fleischman also discusses her book, "The Second Mouth," which delves into these concepts. Tune in to gain insights into women's urinary health and the importance of specialized care in this field. Time Stamps:  [00:01:26] Urogynecology and pelvic health. [00:04:32] Pelvic floor muscle understanding. [00:08:12] Pelvic floor awareness through breathing. [00:12:19] Stomach sucking and breathing issues. [00:14:14] Breathing and pelvic floor health. [00:18:45] Pelvic floor awareness and coordination. [00:21:51] Surgery necessity in urogynecology. [00:26:21] Empowering women through education. [00:29:10] Biopsychosocial lens in medicine. [00:32:19] Importance of proper toilet training. [00:34:55] Incontinence awareness and prevention. [00:38:26] Breathing techniques for health. [00:42:07] Knowledge sharing in healthcare.  More About Dr. Nicole Fleischman: Dr. Fleischmann is board certified in urology and Female Pelvic Medicine and Reconstructive Surgery.  She received her medical degree from the State University of New York Downstate Health Sciences University in Brooklyn, NY, where she graduated summa cum laude. Dr. Fleischmann completed her surgery and urology residency at Albert Einstein College of Medicine in Bronx, NY and continued her training in a fellowship at NYU School of Medicine.  She is passionate about practicing an integrative approach to urogynecology, correcting the pervasive, unconscious and paradoxical behaviors which can turn into the structural problems and bothersome symptoms that prompt women to seek care. She is the author of the new book “The Second Mouth”, which addresses the powerful mind-body connection in functional urology.  Dr. Fleischmann serves as Director of FPMRS at White Plains Hospital Center where she has been in clinical practice for the last 25 years. She holds an active appointment as Assistant Clinical Professor in Obstetrics and Assistant Clinical Professor of Gynecology and Urology at Albert Einstein College of Medicine. Additionally, she is a member of the American Urologic Association and Society for Urodynamics and Female Urology (SUFU). Dr. Fleischmann is the author of several research publications and presentations. She lives and practices in New York.Resources from this Episode: The Second Mouth Book Dr. Fleischman on TikTok Dr. Fleischmann on Instagram   Jane Sponsorship Information: Book a one-on-one demo here Front Desk @ Jane Mention the code LITZY1MO for a free month Follow Dr. Karen Litzy on Social Media: Karen’s Twitter Karen’s Instagram Karen’s LinkedIn Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio