Beyond Breaking Even
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This document outlines an all-day training for private practitioners on beginning and advanced business topics. The training is led by Laurel Fay and Meg Tenny and covers preparing a private practice, developing a clientele through marketing and networking, maintaining business success, and enriching a practice. Topics include creating a vision, purpose, and business plan; structuring a business; setting fees; marketing strategies like websites and social media; expanding service offerings; and tips for long-term growth and passive income streams.
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Beyond Breaking Even
- 1. + Beyond Breaking Even: Beginning and Advanced Topics for Private Practitioners Laurel Fay, M.S., LCMFT and Meg Tenny, M.S., LCMFT
- 2. + Laurel Fay, M.S., LCMFT Meg Tenny, M.S., LCMFT z Who Are We? z We Have Been Where You Are z Much Ground To Cover… z A Word of Caution z Moving Forward
- 3. + Today z Morning – Beginning Topics z Brief Q&A z Lunch (on your own) z Afternoon – Advanced Topics z Q&A z Speed Networking Event
- 4. +
- 5. + Getting Your Bearings z Know and Remember The Why z You Are A Business Person Now z First:VPP z Vision z Purpose z Plan
- 6. + Defining Your VPP Vision: z Where do you see yourself in 1, 5, 10 years? z What do you want your practice to give you? z Why do you want to be in private practice?
- 7. + Defining Your VPP Purpose: z Why do you want to be in private practice? z What can you offer to your clients? z What will keep you going in the hard times?
- 8. + Defining Your VPP z Plan= Business Plan z Keep it simple! z Who, what, when, where, how z Details (but not too many) z Marketing z Re-evaluate business plan every year
- 9. + Our Blueprint z Getting Started: Preparing z Developing A Clientele: Beginning z Hitting Your Business Stride: Maintaining z Enriching Your Practice: Flourishing
- 10. + Step One: Preparing z Timing z Location and office space z Hours z Forms z Liability insurance z Business license z Systems for getting and keeping clients z Supervision and mentoring
- 11. + Structuring Your Business ü Business name ü EIN ü NPI ü LLC ü Taxes
- 12. + Money z Big source of anxiety; remember your worth! z Fee structure z System for accepting payments z Setting a budget for your practice z Startup costs z Marketing z Ongoing expenses z Professional development z Decide about insurance – pros and cons
- 13. + Beginning Marketing: Must-Haves z Website z Business phone/email z Business cards/brochures (Vistaprint, MOO) z Separate/business bank account
- 14. +
- 15. + Still To Come This Afternoon… Don’t Miss it! z Developing A Clientele: Marketing and Advertising z Hitting Your Business Stride: Maintaining Your Gains z Enriching Your Practice: Thriving and Growing If you are not registered for the afternoon but would like to be, just register at the table outside this room!
- 16. + Beyond Breaking Even: Beginning and Advanced Topics for Private Practitioners Laurel Fay, M.S., LCMFT and Meg Tenny, M.S., LCMFT
- 17. + Step Two: Beginning Developing A Clientele z Marketing and Advertising z Website z Online presence and advertising z Networking z Word of mouth z Past and current clients z Professional community
- 18. + Step Two: Beginning Social Media and Online Marketing z Facebook z Twitter z LinkedIn z Blogging z Therapist Listservs z E-newsletters z YouTube z Podcasts
- 19. + Step Three: Maintaining Hitting Your Business Stride z Could I vs. should I z Keeping your caseload steady z Track your income z Track referral sources z Keep in touch with past clients z Managing work-life balance z Get support z Expanding skill levels and service offerings
- 20. + Step Four: Flourishing Enriching Your Practice z Expanding Your Business Plan z StretchYour Reach and Income z Group practice model z Salaried employee z Associate model z What is it? z How to Hire Associates
- 21. + Step Four: Flourishing Enriching Your Practice z Expansion of Services z Supervision z Coaching z Business Coaching z Passive/Leveraged Income z What is it? z Realistic expectations z Examples
- 22. + Step Four: Flourishing Enriching Your Practice z Invest in Your Practice z Invest in Yourself z Educate Yourself z Amp Up Your Marketing z Look Better/Polish Up
- 23. + Final Thoughts
- 24. +
- 25. + Contacting Us Laurel Fay 301-563-9520 laurel@laurelfay.com www.laurelfay.com Facebook: Laurel Fay, LCMFT Meg Tenny Verrani 240-295-3116 therapy@megtenny.com www.megtenny.com Facebook: Meg Tenny, LLC Slides Available: http://www.slideshare.net/laurelfay/