The Discovery Call Dilemma: Free or Fee?

Profitable Holistic Medical Practice

Profitable Holistic Medical Practice

33:58

In this episode, we delve into the concept of being "qualified" in the workplace, examining who gets labeled as such, who doesn't, and the underlying reasons. We explore "competency checking"—the practice of scrutinizing individuals' abilities—and how it disproportionately affects underrepresented groups, often going unnoticed or unchallenged. Our discussion aims to redefine qualifications in a fair, equitable, and actionable manner. Our guest, Shari Dunn , is an accomplished journalist, former attorney, news anchor, CEO, university professor, and sought-after speaker. She has been recognized as Executive of the Year and a Woman of Influence, with her work appearing in Fortune Magazine, The Wall Street Journal, Ad Age, and more. Her new book, Qualified: How Competency Checking and Race Collide at Work , unpacks what it truly means to be deserving and capable—and why systemic barriers, not personal deficits, are often the real problem. Her insights challenge the narratives that hold so many of us back and offer practical solutions for building a more equitable future. Together, we can build workplaces and communities that don’t just reflect the world we live in, but the one we want to create. A world where being qualified is about recognizing the talent and potential that’s been overlooked for far too long. It’s not just about getting a seat at the table—it’s about building an entirely new table, one designed with space for all of us. Connect with Our Guest Shari Dunn Website& Book - Qualified: https://thesharidunn.com LI: https://www.linkedin.com/today/author/sharidunn TikTok: https://www.tiktok.com/@thesharidunn Related Podcast Episodes: How To Build Emotionally Mature Leaders with Dr. Christie Smith | 272 Holding It Together: Women As America's Safety Net with Jessica Calarco | 215 How To Defy Expectations with Dr. Sunita Sah | 271 Share the Love: If you found this episode insightful, please share it with a friend, tag us on social media, and leave a review on your favorite podcast platform! 🔗 Subscribe & Review: Apple Podcasts | Spotify | Amazon Music…

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Should you charge for a discovery call with patients? This question is central to the discussion in this podcast, where Dr. Liana Rodriguez explores the dynamics of charging for initial consultations within cash-pay medical practices. Drawing from her own experience, she shares how her approach evolved from not charging at all to implementing a fee for discovery calls, which ultimately increased her patient enrollment and conversion rates. Dr. Rodriguez emphasizes the importance of ensuring that patients feel heard and valued, highlighting that many are seeking clarity and results when they choose to pay out of pocket for healthcare services. By fostering transparent conversations about investment and care, she has learned to effectively engage with her patients while also enhancing her business acumen. Join her as she delves into the nuances of patient interactions, the significance of charging for your expertise, and the benefits it can bring to both your practice and your clients.

Connect with Dr. Liana: http://sonextlevelpodcast.com

14 episoade

The Discovery Call Dilemma: Free or Fee?

published acum un an

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MP3•Pagina episodului

Connect with Dr. Liana: http://sonextlevelpodcast.com

14 episoade

Toate episoadele

1
The Dangers of Being All Things to All People 11:13

acum 19 zile11:13

11:13

This podcast episodes elucidates the paramount significance of recognizing one's expertise and the perils associated with attempting to cater to all individuals. I assert that it is essential for practitioners to identify their niche and to exercise the fortitude to specialize, thereby avoiding the pitfalls of diluting their effectiveness across various domains. Through a series of poignant anecdotes, I illustrate that being all things to all people can lead to detrimental consequences, manifesting as burnout and stagnation in one's practice. I further advocate for the judicious delegation of tasks that fall outside one's zone of genius, thereby enhancing productivity and cultivating a more fulfilling professional life. Ultimately, we are encouraged to embrace a mindset that prioritizes efficiency and joy, thereby reclaiming our time and energy for the pursuits that truly resonate with our passions. Work with Dr. Liana: http://DrLiana.com…

1
Marketing Your Practice Using The 5 Levels of Patient Awareness 17:57

acum 19 zile17:57

17:57

"Picking the right patients to work with" The salient point of this discussion revolves around the critical importance of understanding the five levels of awareness that potential patients may possess regarding their health issues and the solutions available to them. As practitioners in the holistic medical field, we often encounter individuals at various stages of awareness—from those who are unaware of their problems to those who are ready to engage with our methodologies. I elucidate how recognizing where a prospective patient stands on this spectrum can significantly enhance our marketing strategies and patient interactions. By effectively navigating these levels of awareness, we can foster deeper connections with those seeking our expertise, ensuring that we attract individuals who align with our practice's capabilities and philosophy. This episode aims to provide practitioners with the insights necessary to refine their outreach and engagement efforts, ultimately facilitating a more harmonious and productive practice environment. Connect with Dr. Liana here: http://DrLiana.com…

1
The Sales Cycle in Medicine 13:34

acum 22 zile13:34

13:34

The central theme of this podcast episode revolves around the intricacies of the sales cycle within the context of holistic medical practices. I elucidate that the sales process extends beyond a mere transactional exchange; it necessitates cultivating enduring relationships with clients, characterized by trust and transparency. My personal journey as a practitioner reveals my initial resistance to embracing sales techniques, which I now recognize as vital for enhancing patient engagement and compliance. It is essential to understand that the patient-provider relationship is built on multiple interactions, rather than a singular sales call, which often requires numerous touchpoints before a potential client commits to treatment. Ultimately, I advocate for a paradigm shift in our approach to sales, emphasizing the importance of ongoing relationships over transient transactions, thereby fostering a more rewarding and fruitful practice. Connect with Dr. Liana here: sonextlevelpodcast.com…

1
The Hidden Saboteurs of Success in Your Practice 10:40

acum 5 weeks10:40

10:40

This podcast episode elucidates the paramount importance of self-care for healthcare providers, emphasizing the necessity of filling one's own cup before extending care to others. I recount my personal journey over the past 15 months, highlighting the insidious nature of the ego that often leads us to mistakenly believe we are adequately caring for ourselves when, in reality, we may be engaging in self-sabotage. The discussion revolves around the critical distinction between genuine rest and mere procrastination or avoidance, urging listeners to evaluate their behaviors and prioritize their well-being. We delve into the repercussions of neglecting self-care, particularly in the context of burnout, and the impact it has on both personal and professional efficacy. Ultimately, I advocate for a proactive approach to self-love and self-care, which is essential for sustaining one’s capacity to provide exceptional care to others. Links referenced in this episode: sonextlevelpodcast.com…

1
From Conventional to Holistic: 3 Steps to Start Transitioning Your Practice 14:17

acum 5 weeks14:17

14:17

Dr. Liana Rodriguez shares valuable insights for healthcare practitioners looking to integrate functional medicine into their practices, even before obtaining full certification. She emphasizes that it's entirely possible to start making impactful changes with small, manageable steps, rather than waiting for extensive training. The episode highlights three actionable strategies: implementing one new concept learned from a course, creating video content for patient education, and building relationships with ancillary support services. Dr. Rodriguez draws on her own experiences transitioning from conventional medicine to functional practices, encouraging listeners to take initiative and begin their journey today. She reassures practitioners that they don't have to navigate this process alone, as support and resources are readily available. Connect with DrLiana at: sonextlevelpodcast.com…

1
The Discovery Call Dilemma: Free or Fee? 16:16

acum 6 weeks16:16

16:16

1
The Game of Business: Learning to Pivot Like a Pro 13:09

acum 7 weeks13:09

13:09

This podcast episode focuses on the essential skill of pivoting in business, emphasizing the importance of being able to analyze situations quickly and make necessary changes without hesitation. Speaker B shares personal experiences from their journey as a CEO, highlighting the lack of formal business training they received, and how this influenced their early decisions. They reflect on the vital lessons learned from a successful mentor, who approaches business as a game, encouraging a mindset of curiosity and resilience rather than fear of failure. The conversation promotes the idea that there are no wrong decisions in business, only lessons, and that keeping a forward-looking perspective is crucial for growth. Ultimately, listeners are inspired to embrace change and view their entrepreneurial journeys as opportunities for continuous learning and adaptation. Links referenced in this episode: sonextlevel.com…

1
Shifting Mindset Around The Way You Practice To Achieve Time Freedom 12:15

acum 10 weeks12:15

12:15

The podcast episode serves as a compelling call to action for holistic practitioners who aspire to transform their practices into thriving businesses. Dr. Liana Rodriguez, a seasoned consultant in holistic healthcare, invites listeners to envision a future where their practices not only flourish financially but also allow them the freedom to enjoy life. She discusses the common challenges faced by healthcare professionals, including the struggle for work-life balance and the desire for greater financial rewards. By sharing her insights and strategies, Dr. Rodriguez empowers practitioners to overcome these obstacles and embrace a mindset of abundance. Her unique approach combines practical business strategies with a holistic philosophy, ensuring that practitioners can grow their practices while remaining true to their values and mission. http://sonextlevelpodcast.com…

1
Elevate Your Practice: Crafting a Methodology for Success 14:55

acum 10 weeks14:55

14:55

This podcast episode delves into the importance of creating scalable and efficient treatment protocols for holistic practitioners. Dr. Liana Rodriguez shares her personal journey of overcoming burnout by developing generalized treatment plans that cater to a wide range of patients, emphasizing the balance between individualized care and protocol-driven approaches. She highlights the value of utilizing technology and creating structured programs, akin to online courses, to streamline patient education and engagement. By implementing these strategies, practitioners can enhance their professional image, build trust with clients, and ultimately free up more time for themselves. Tune in to discover how you can transform your practice by bottling up your most effective methodologies into accessible programs that yield tangible results for your patients. Links referenced in this episode: sonextlevelpodcast.com…

1
Less is More: How to Maximize Revenue by Minimizing Chaos in Your Practice 14:11

acum 10 weeks14:11

14:11

Discover one of the simplest ways to boost revenue in your holistic medical practice by streamlining your operations. Dr. Liana Rodriguez shares her insights on diagnosing inefficiencies and bottlenecks in clinical workflows, emphasizing that enhancing patient care and experience can lead to significant time freedom for practitioners and staff. By focusing on optimizing existing systems rather than merely adding more services, she illustrates how a leaner approach can create a more effective practice environment. Drawing from personal experiences, Dr. Rodriguez highlights the importance of continuously revisiting workflows to identify areas for improvement. Tune in to learn how to create a more productive and enjoyable workplace that ultimately enhances both practitioner and patient satisfaction.…

1
The Power of Process-Driven Healthcare Solutions 11:09

acum 11 weeks11:09

11:09

This podcast episode emphasizes the importance of creating process-driven programs in holistic medical practices, which can significantly enhance time freedom and improve patient care. Host Dr. Liana Rodriguez discusses how transitioning from a person-driven approach to a structured program allows healthcare practitioners to scale their practices effectively. By implementing signature programs, practitioners can streamline patient workflows, enabling support staff to manage patient processes while freeing up the provider's time for more complex cases. The episode also highlights the benefits of personalizing these programs to fit both the practice's needs and the patients' unique situations, ensuring better outcomes and engagement. Tune in to discover how adopting a process-driven model can transform your practice and enhance your impact in the healthcare field.…

1
Why Saying 'No' Can Lead to Greater Success in Your Holistic Practice 13:53

acum 11 weeks13:53

13:53

This podcast episode focuses on the importance of selectively choosing patients to enhance time freedom and practice satisfaction for healthcare practitioners. Dr. Liana Rodriguez shares her personal journey of realizing that attempting to help everyone can lead to frustration and burnout. She emphasizes the need for practitioners to identify their niche and ideal patient demographic, allowing them to streamline their processes and focus on what they truly enjoy. By implementing a stratification system for patient intake, practitioners can ensure they work with individuals who align with their expertise and passions, ultimately leading to better outcomes for both patients and providers. Join Dr. Rodriguez as she discusses practical strategies to transform your practice and reclaim your time. Time freedom is a critical aspect of running a successful holistic medical practice, yet many practitioners find themselves overwhelmed and bogged down by taking on every patient that walks through their doors. This podcast episode delves into the personal journey of Dr. Liana Rodriguez, who shares her early experiences in functional medicine, where her eagerness to help everyone led to frustration and burnout. Listeners are encouraged to reflect on the importance of aligning their practice with their personal vision and recognizing that not every patient is a good fit. Dr. Rodriguez emphasizes the power of niche specialization, revealing how identifying her ideal patient demographic not only improved her practice's efficiency but also enhanced patient satisfaction. By implementing a stratification process to evaluate potential patients, practitioners can focus on those they can genuinely help, allowing for a more rewarding practice experience that ultimately leads to more time freedom and better outcomes for both doctors and patients. The episode further explores the emotional struggles associated with admitting one’s limitations as a practitioner. Dr. Rodriguez candidly discusses the internal conflicts she faced when acknowledging that she could not cure everyone and that it was okay to turn patients away. This honesty fosters trust and rapport with patients, as they appreciate a practitioner who is transparent about their capabilities. The discussion also touches upon the ethical considerations of patient care, highlighting the importance of ensuring that practitioners work within their scope of practice. By focusing on their strengths and passions—such as Dr. Rodriguez’s love for hormone and metabolism work—practitioners can create a work environment that feels fulfilling and energizing. Listeners are left with practical advice on how to implement these strategies in their own practices, including setting boundaries around initial consultations, developing a clear patient intake process, and identifying their unique niche. This shift not only leads to a more efficient practice but also cultivates a loyal patient base that appreciates the practitioner's specialized expertise. Dr. Rodriguez’s insights serve as a reminder that prioritizing personal and professional alignment can lead to greater success and satisfaction in the holistic health field.…

1
My Journey to Freedom in Medicine 15:30

acum 12 weeks15:30

15:30

Join Dr. Liana Rodriguez as she shares her transformative journey from conventional medicine to functional medicine, highlighting the profound impact of holistic practices on her life and career. Throughout her nearly 17 years in the medical field, Dr. Rodriguez has navigated various business models and faced significant challenges, ultimately discovering the freedom that comes from aligning her practice with her values. She emphasizes the importance of merging clinical expertise with business acumen to create a thriving, patient-centered practice. By opting out of traditional insurance models and embracing a functional approach, she has built a successful clinic that prioritizes patient care and personal well-being. Dr. Rodriguez also extends her mission to help fellow healthcare practitioners achieve time, location, and financial freedom in their practices, encouraging them to break free from the constraints of conventional systems. Dr. Leana Rodriguez’s Profitable Holistic Medical Practice Podcast is more than just a guide for practitioners; it's an inspiring narrative of transformation and empowerment within the healthcare landscape. The episode chronicles her journey from a conventional medical practice riddled with stress and dissatisfaction to establishing a thriving functional medicine practice that embodies her values of holistic healing. Dr. Rodriguez's candid storytelling reveals the depths of her struggles, including the toll of a high-pressure work life that left her feeling trapped and unfulfilled. Emerging from this dark period, Dr. Rodriguez shares how a retreat with Dr. Joe Dispenza catalyzed a profound shift in her understanding of health and wellness. This experience ignited her passion for functional medicine, prompting her to redefine her career trajectory. She emphasizes the importance of treating the root causes of health issues rather than merely addressing symptoms, a philosophy that resonates deeply in the holistic community. As she recounts her leap into entrepreneurship, she navigates the emotional and financial challenges of starting her own practice, illustrating the fears and obstacles that many practitioners face when they step away from traditional models. The narrative also sheds light on the critical role of mentorship and community in building a successful practice. Dr. Rodriguez encourages her audience to seek guidance and support from others who share their vision, highlighting the collaborative spirit that is essential in the evolving world of holistic medicine. Her insights into creating a business that prioritizes both patient care and practitioner well-being are invaluable for those looking to break free from the conventional medical system. This episode is a powerful reminder that with the right mindset and support, healthcare practitioners can cultivate practices that not only achieve financial success but also contribute to their personal fulfillment and the health of their communities.…

1
Welcome To The Profitable Holistic Medical Practice Podcast 2:50

acum 19 weeks2:50