A practice can have a great year and still be leaking.

"You can pour a bunch into ads for marketing, and it looks really pretty on paper. And how long will that last?"

Alyssa Morales is Chief of Staff at Breksey, which supports group practices with intake, marketing, analytics, coaching, billing and credentialing. Before that, she was an executive director.

Daniel and Alyssa talk about the number most owners forget to track when they plan to grow and sell: churn. Of clients and of clinicians.

In this episode:
→ Why revenue and leads don't tell you if your practice will last
→ Why client trust starts at the first phone call, not the first session
→ How one burnt-out intake team drives away clients and clinicians
→ What keeps clinicians from leaving for 5 or 10% more somewhere else
→ Automation vs the human part: why you need both

Thinking about selling your practice one day, or bringing in a partner to grow it?
Talk to Daniel →

Chapters
00:00 Meet Alyssa Morales
00:56 The number most practice owners don't track
02:13 Client trust starts at the first phone call
06:46 Why therapy clients need systems that still feel human
10:36 How intake affects clinician retention
11:51 Hiring and training: the business side clinicians never learn
13:43 Why practices need clinical and business minds
16:30 The "steal a skill" question for your leadership team
18:39 Running a practice that stays relational
20:59 Automation vs the human part

About Alyssa: Chief of Staff at Breksey → https://breksey.com

About Daniel: Buys mental health practices and helps owners sell theirs. Former M&A lawyer. Co-founder of Fireside Strategic.

Connect with Daniel → https://linkedin.com/in/danmking

Nothing in this episode is legal, tax or financial advice.

#GroupPractice #PrivatePractice #ExitPlanning