Empowering you to SCALE as a Hybrid Insurance / Cash Medical Practice
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Real-world practical advice from a small medical practice veteran to help you realize your own entrepreneurial dreams while maintaining a healthy work-life balance

The Success Journey™



  • Future City
  • Pulls Us Forward
  • Alignment
  • Purpose


  • Alleviate frustration
  • Clear path forward
  • Teachable

Owner's Mindset

  • Incentive compensation
  • Get team on board


  • Add to revenue
  • Cash services
  • Cash products


  • Maintain relationships
  • Build revenue stream
  • Create stability

“I’ve already been there – so I know the way!”

The best way to grow your practice is to plan it – and this is the BEST tool I have found to keep me focused on my journey.
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Plan your personal journey to leadership excellence through release, rather than control!

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Medical Office Leadership Blog

Why you need a Medical Practice coach: Part 2

Why you need a Medical Practice coach: Part 2

Common Objections to Hiring a Coach I love the Chick-fil-A® organization. They are in the people business first; the chicken sandwich business second. Much of my brick and mortar practice has been modeled similarly to Chick-fil-A, which is owned privately by the Cathy...

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Why you need a Medical Practice coach: Part 1

Why you need a Medical Practice coach: Part 1

In a world with so much information at your fingertips, you may ask yourself why you would ever need to invest in a business coach or mentor to grow and scale your practice. After all,  you could simply read the best books, listen to the top podcasts, and interact...

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Alignment: Part 3

Alignment: Part 3

Feedback is your SUPERPOWER!! Imagine that you have a “superpower.” You are all-knowing, capable of being in two places at once, and you are not bound by the constraints of time. This superpower would allow you to perfect each part of your practice:   Each role would...

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