InvestingDoc

Epizódok

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  I Tried to Fix My Medical Practice… and It Backfired | 7 Lessons in Unintended Consequences 05.10.2026 16p

  I closed my panel to new patients to cut wait times. Instead, I went from being booked 3 months out to 7 months out. In this vlog I share 7 times my fixes in my primary care practice backfired, and what each one taught me about SOPs, patient behavior and scaling a medical practice.Topics covered:Closing my panel caused a rush of bookings, and patients started asking for concierge and cash-pay optionsHiring a new clinician didn't fix access because patients didn't trust them yet, and how SOPs helped build that trustPatients took advantage of open same-day urgent slotsPortal messaging led to a lawsuit threat over a statin prescriptionA PA named Colby, and why being upfront about who patients will see mattersA physician's side gigs cost my practice, and why "to be clear is to be kind" belongs in your contractsA website DNS switch took us offline for a day and a halfAn AI phone agent saved money, but 36% of callers hung upWhether you're starting a practice or scaling one, the playbook stays the same: find the problem, test a fix, listen to feedback, get boots on the ground and keep iterating.I'm Brad (InvestingDoc). I own a multi-million dollar primary care practice, and I help doctors start, grow and scale their own. Subscribe for more real talk on running a medical business.My website 🖥️: https://www.investingdoc.comMy podcast Spotify Link🎧: https://open.spotify.com/show/3JxluO7mJOSE312G1Ul9dgApple Podcast Link 🎧: https://podcasts.apple.com/us/podcast/investingdoc/id1790276462My Instagram: https://www.instagram.com/investingdoc/My Twitter: https://x.com/InvestingDocMy Facebook Group: https://www.facebook.com/groups/investingdocReddit Group: https://www.reddit.com/r/PrivatePracticeDocs/Want to consult with me for your practice: Book here. https://investingdoc.com/consulting
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  Why Doctors Need to Master Sales (Even If They Hate It) 28.09.2026 21p

  want to join the MSO/CIN? Email me brad @investingdoc.comStarting or scaling a medical practice takes more than great clinical care. In this video, I explain why doctors need to get comfortable with selling: communicating your value, building referral relationships, recruiting the right team, and earning trust.I share real experiences from growing my independent medical practice, including hiring my first employee before my name was on the wall and meeting a nearby practice that waited six years to introduce themselves.Learn how ethical medical practice marketing and clear communication can help you attract patients, recruit physicians, and grow your private practice while keeping patients’ best interests first.Subscribe to InvestingDoc for practical lessons on medical practice ownership, physician entrepreneurship, and practice growth.Learn more: https://investingdoc.com#PrivatePractice #MedicalPractice #PhysicianEntrepreneur
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  Don't Spend Your Years Building the Wrong Medical Business 21.09.2026 13p

  After 7.5 years of building and scaling my independent medical practice, I've started asking myself a difficult question: Am I building the business I actually want?In this video, I share my journey from surviving the early years of private practice to expanding to five locations—and why I've recently started questioning what success should look like going forward.We discuss the four different goals of entrepreneurship: growth, profitability, freedom, and mission. I also share how journaling, strategic thinking, and working backward from a long-term vision are changing the way I approach my business.Whether you're starting a medical practice, scaling an existing clinic, or building a business outside healthcare, this video is about making sure you're focused on the right destination—not just growing for the sake of growth.Subscribe to InvestingDoc for more on independent medicine, physician entrepreneurship, and the business of healthcare.#PrivatePractice #PhysicianEntrepreneur #BusinessGrowthMy website 🖥️: https://www.investingdoc.comMy podcast Spotify Link🎧: https://open.spotify.com/show/3JxluO7mJOSE312G1Ul9dgApple Podcast Link 🎧: https://podcasts.apple.com/us/podcast/investingdoc/id1790276462My Instagram: https://www.instagram.com/investingdoc/My Twitter: https://x.com/InvestingDocMy Facebook Group: https://www.facebook.com/groups/investingdocReddit Group: https://www.reddit.com/r/PrivatePracticeDocs/Want to consult with me for your practice: Book here. https://investingdoc.com/consulting
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  Key Man Risk: Why Your Patients Only Wanting YOU Is a Problem 15.09.2026 16p

  In Texas and want in on the MSO / CIN? → https://forms.gle/6DSSmS5SseUEvHGX9Consulting is paused while I get the MSO off the ground — back to it in a month or two.I'm Brad. I own a multi-million dollar private primary care practice and I help physicians start and scale their own. Subscribe if you want the business side of medicine nobody taught you in residency.Nothing here is medical, legal, financial, or tax advice. I'm a physician and a business owner, not your advisor. Every practice and every state is different — talk to your own counsel and CPA before making decisions.--------------A physician who's also my patient no-call-no-showed six times, showed up late to the appointment they finally kept, spent the visit venting about portal messages and work-life balance — and then told me that when they refer friends to me and I'm full, those friends should just go somewhere else. Not to my clinic. Somewhere else.None of that makes them a bad person or a bad doctor. They were in patient mode, which is exactly where they should have been. But as a business owner, that visit was one long message about what's broken in how I built this thing.That's hero syndrome. Key man risk. Star syndrome. Whatever you want to call it — when the patients only want you, you've built a bottleneck and called it a brand.In this one I break down the two paths you can pick at the start, why I picked the harder one, the worst possible middle ground to get stuck in (concierge-level care on fee-for-service pay), and why my practice is adding cash-pay and premium services in 2027.Chapters00:00 Hero syndrome, key man risk, star syndrome00:50 The physician-patient who inspired this01:16 Six same-day cancellations and professional courtesy02:30 "If they can't see you, go somewhere else"03:12 Two wolves: the two paths you get to choose04:29 Path two — boundaries from day one05:01 The tablet analogy: why changing the rules makes people furious05:20 You are the brand, and it doesn't scale06:17 The worst place to be: concierge care, fee-for-service pay06:43 Training patients and selling your PA07:30 Is a DPC / concierge hybrid the future?09:24 Listening to what patients are actually asking for11:03 She went online for HRT. I could have written it.11:29 The $10,000 check on my exam table12:04 The Disney fast pass model12:17 Don't get caught in the middle (sub-$100/month DPC)13:38 The fork in the road: charge the premium or set the boundary14:37 Listen to what your market is telling you15:35 Where I'm at with the MSO and CINMy website 🖥️: https://www.investingdoc.comMy podcast Spotify Link🎧: https://open.spotify.com/show/3JxluO7mJOSE312G1Ul9dgApple Podcast Link 🎧: https://podcasts.apple.com/us/podcast/investingdoc/id1790276462My Instagram: https://www.instagram.com/investingdoc/My Twitter: https://x.com/InvestingDocMy Facebook Group: https://www.facebook.com/groups/investingdocReddit Group: https://www.reddit.com/r/PrivatePracticeDocs/Want to consult with me for your practice: Book here. https://investingdoc.com/consulting
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  How I Hire Medical Virtual Assistants Without the Middleman 07.09.2026 15p

  https://www.onlinejobs.ph/My template VA Templates.docxStaffing a medical practice is expensive. In this video, I break down how I use overseas virtual assistants to answer phones, verify insurance, schedule patients, handle administrative work, and help scale my practice. I’ll show you where I find them, what I pay, how I screen applicants, and why I still prefer real humans over AI phone agents.My website 🖥️: https://www.investingdoc.comMy podcast Spotify Link🎧: https://open.spotify.com/show/3JxluO7mJOSE312G1Ul9dgApple Podcast Link 🎧: https://podcasts.apple.com/us/podcast/investingdoc/id1790276462My Instagram: https://www.instagram.com/investingdoc/My Twitter: https://x.com/InvestingDocMy Facebook Group: https://www.facebook.com/groups/investingdocReddit Group: https://www.reddit.com/r/PrivatePracticeDocs/Want to consult with me for your practice: Book here. https://investingdoc.com/consulting
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  Why Patients Fight a $20 Copay but Gladly Pay $70,000 31.08.2026 17p

  Join my MSO: https://forms.gle/L2CZ6WsCcP36idci9Everything related to entrepreneurship and running a medical practice as a physician.My website 🖥️: https://www.investingdoc.comMy podcast Spotify Link🎧: https://open.spotify.com/show/3JxluO7mJOSE312G1Ul9dgApple Podcast Link 🎧: https://podcasts.apple.com/us/podcast/investingdoc/id1790276462My Instagram: https://www.instagram.com/investingdoc/My Twitter: https://x.com/InvestingDocMy Facebook Group: https://www.facebook.com/groups/investingdocReddit Group: https://www.reddit.com/r/PrivatePracticeDocs/Want to consult with me for your practice: Book here. https://investingdoc.com/consulting
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  7 Business Lessons From a Small-Town Plumber That Made My Practice Millions 24.08.2026 18p

  My grandfather was a master plumber and master electrician in a Texas town of 2,400 people. He grew a plumbing, HVAC, and electrical company to 75+ employees — and almost everything I know about running and scaling a medical practice, I learned watching him do it.In this video I break down 7 lessons that transfer directly from a "boring" trades business to primary care, private practice, and DPC. Plus why every industry — not just medicine — fights clawbacks and claims (the Dodge Ram warranty story is going to sound very familiar to anyone who bills Blue Cross).Timestamps:0:00 Intro0:17 Small-town Texas and my grandfather's business0:54 Lesson 1: There is nothing wrong with a boring business2:47 Lesson 2: Your reputation compounds — but the beginning is painfully slow4:34 Lesson 3: The owner gets every problem nobody else wants6:48 Lesson 4: Know the work before you try to manage the work8:03 Lesson 5: Tools are expensive, people cost more, bad people cost the most10:00 Lesson 6: Cash flow is not the same as success11:09 Lesson 7: Go after the big dogs13:00 How to sign 30 DPC patients in one swing (pitch employers, not individuals)13:48 What this means if you're fee-for-service and in network14:27 The Ram warranty clawback story — every industry deals with this16:06 What that $300/hr service call actually costs the owner17:29 SOPs, paying your dues, and why I started my own practice18:10 MSO update — it's done, emails going out shortlyIf you're starting or scaling a practice and want more on this, check out my video on advertising in medicine.Subscribe for weekly breakdowns on medical practice ownership, DPC, private practice economics, and physician entrepreneurship.My website 🖥️: https://www.investingdoc.comMy podcast Spotify Link🎧: https://open.spotify.com/show/3JxluO7mJOSE312G1Ul9dgApple Podcast Link 🎧: https://podcasts.apple.com/us/podcast/investingdoc/id1790276462My Instagram: https://www.instagram.com/investingdoc/My Twitter: https://x.com/InvestingDocMy Facebook Group: https://www.facebook.com/groups/investingdocReddit Group: https://www.reddit.com/r/PrivatePracticeDocs/Want to consult with me for your practice: Book here. https://investingdoc.com/consulting
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  Expense or Investment? The Mindset Shift That Separates Good Practice Owners From Great 17.08.2026 15p

  Everything related to entrepreneurship and running a medical practice as a physician.My website 🖥️: https://www.investingdoc.comMy podcast Spotify Link🎧: https://open.spotify.com/show/3JxluO7mJOSE312G1Ul9dgApple Podcast Link 🎧: https://podcasts.apple.com/us/podcast/investingdoc/id1790276462My Instagram: https://www.instagram.com/investingdoc/My Twitter: https://x.com/InvestingDocMy Facebook Group: https://www.facebook.com/groups/investingdocReddit Group: https://www.reddit.com/r/PrivatePracticeDocs/Want to consult with me for your practice: Book here. https://investingdoc.com/consulting
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  7 Ways I Use AI to Run My Medical Practice (SOPs, Reviews, Billing & More) 20.07.2026 13p

  AI is changing the way we practice medicine — here's exactly how I'm using it to run and scale my private practice.In this video I break down 7 real, practical ways I use Claude (and a few other AI tools) day-to-day as a physician and practice owner:1️⃣ Building SOPs from scratch — check-in algorithms, patient workflows, and more2️⃣ Removing emotion from tough patient communications (1-star reviews, difficult messages)3️⃣ Fixing and updating my website with Claude Code — no developer needed4️⃣ Branding & landing page inspiration5️⃣ Patient education handouts6️⃣ Hiring & onboarding (HIPAA compliance training built from scratch)7️⃣ Data mining billing/revenue outliers — and using local AI (Llama) to stay HIPAA-safe with patient data8️⃣ NotebookLM as a branding/content assistant9️⃣ Using AI-analyzed data to negotiate a pay raise with insurance companies⏱️ TIMESTAMPS0:00 – Intro0:10 – Claude vs. ChatGPT0:23 – #1 Creating SOPs from scratch1:20 – Disclaimer: talk to your lawyer1:38 – #2 Removing emotion from patient responses3:57 – #3 Fixing my website with Claude Code5:26 – Branding & landing page inspiration6:23 – Patient education handouts6:44 – Hiring & onboarding / HIPAA training7:26 – Data mining billing outliers (HIPAA caution)10:38 – NotebookLM for branding & content12:05 – Negotiating insurance pay raises with AI12:40 – Outro & community links⚠️ Disclaimer: This video is for entertainment/educational purposes only and is not legal, compliance, or financial advice. Always consult a qualified attorney before using AI with any billing, Medicare, or patient data workflows, and never upload PHI to a tool without a signed BAA.If this helped you, subscribe for more on running and scaling a medical practice with AI. MSO update coming soon — it's close!#MedicalPractice #AIinHealthcare #PrivatePractice #ClaudeAI #PracticeManagement #HealthcareBusinessMy website 🖥️: https://www.investingdoc.com👥 Join the community:My podcast Spotify Link🎧: https://open.spotify.com/show/3JxluO7mJOSE312G1Ul9dgApple Podcast Link 🎧: https://podcasts.apple.com/us/podcast/investingdoc/id1790276462My Instagram: https://www.instagram.com/investingdoc/My Twitter: https://x.com/InvestingDocMy Facebook Group: https://www.facebook.com/groups/investingdocReddit Group: https://www.reddit.com/r/PrivatePracticeDocs/Want to consult with me for your practice: Book here. https://investingdoc.com/consulting
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  Doctor Marketing 101: Get Referrals, Build Trust, and Grow Your Practice 13.07.2026 20p

  Most doctors are terrible at marketing, not because they're dumb, but because med school never taught them persuasion, trust building, or patient psychology. In this video, I break down exactly how I grew my primary care practice through grassroots marketing, referral relationships, and smart paid ads (after spending $1M+ on marketing). Learn how to win referrals as a specialist, when to run Google ads, why missed phone calls are your most expensive mistake, and how to market without feeling sleazy. Join the community — links below!My website 🖥️: https://www.investingdoc.comMy podcast Spotify Link🎧: https://open.spotify.com/show/3JxluO7mJOSE312G1Ul9dgApple Podcast Link 🎧: https://podcasts.apple.com/us/podcast/investingdoc/id1790276462My Instagram: https://www.instagram.com/investingdoc/My Twitter: https://x.com/InvestingDocMy Facebook Group: https://www.facebook.com/groups/investingdocReddit Group: https://www.reddit.com/r/PrivatePracticeDocs/Want to consult with me for your practice: Book here. https://investingdoc.com/consulting
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  Stop Running Your Medical Practice on Autopilot (It's Costing You Millions) 06.07.2026 11p

  Is your medical practice drifting instead of growing? In this video, I break down the biggest mistake I made in my own multi-million dollar primary care practice: running the business without intention. "I just want to be busier" is not a strategy. I'll show you how to set 30/60/90-day objectives, build standard operating procedures, escape survival mode, and create forward-looking plans like a publicly traded company — so your practice grows on purpose, not by accident.Whether you're in your first year fighting payroll, billing, and no-shows, or you're ready to scale from one location to ten, this video gives you the framework to define your goals, prioritize your dollars, and actually execute.My website 🖥️: https://www.investingdoc.comMy podcast Spotify Link🎧: https://open.spotify.com/show/3JxluO7mJOSE312G1Ul9dgApple Podcast Link 🎧: https://podcasts.apple.com/us/podcast/investingdoc/id1790276462My Instagram: https://www.instagram.com/investingdoc/My Twitter: https://x.com/InvestingDocMy Facebook Group: https://www.facebook.com/groups/investingdocReddit Group: https://www.reddit.com/r/PrivatePracticeDocs/Want to consult with me for your practice: Book here. https://investingdoc.com/consulting
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  Private Equity's "Second Bite" Scam Exposed: A $10M Cautionary Tale 29.06.2026 7p

  A physician reached out to share a story that every practice owner needs to hear. He co owned a specialty group, scaled it to multiple locations, and sold it for a headline price of $10 million. It sounded like the dream exit. Then reality set in.In this episode I walk through exactly how that $10 million purchase price eroded down to just $2.5 million in his pocket. We break down the numbers step by step: the 40 percent equity rollover, the salary cut after becoming an employee in his own clinic, the performance metrics and the million dollar clawback, the legal and broker fees, and the taxes. Then came the worst part. The private equity firm loaded the new company with debt, missed the expansion goals, and filed bankruptcy, wiping out the rolled equity overnight.This is a real story with the specialty, name, and state changed for privacy and shared for entertainment purposes. It is not always a disaster, and a second bite can pay off, but you have to understand the gotchas before you ever sign. If you are a physician thinking about an exit, a divestiture, or your retirement strategy, watch this before you take the meeting.I am Brad. I own a private practice, I am a practicing physician, and I help people start and scale medical practices. Reach out if you want to talk through your own situation.#PrivateEquity #MedicalPractice #PhysicianEntrepreneur #PrivatePractice #HealthcareBusiness #DoctorMoney #PrimaryCare #PracticeOwner #PhysicianFinance #SellingYourPractice #InvestingDoc #MedicalEconomics #PhysicianLeadership #HealthcareFinance #DoctorBusinessad
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  When To Hire an Office Manager for Your Medical Practice 22.06.2026 11p

  Still doing $25 an hour tasks while your time is worth $200? In this episode I break down exactly when it is time to bring on administrative help for your medical practice, and how to do it right.I walk through the three management roles every growing practice should understand: the office manager who runs front desk and daily operations, the practice manager who handles HR, vendor contracts, compliance, and KPIs, and the administrator focused on high level decisions like opening new locations and hiring physicians.I also share the revenue benchmarks I use (why you probably do not need a six figure practice manager until you cross roughly a million and a half in annual revenue), the hiring mistake I made by pulling someone from a stagnant clinic instead of a high growth background, and the systems that actually work: warm handoffs, defined roles, trial periods, one on one meetings, and KPIs.If your schedule is full and you are waking up at four in the morning trying to fit everything in, you are the bottleneck. Here is how to get out of your own way.I own a multimillion dollar primary care practice and help physicians start and scale their own. Drop your questions below.#MedicalPractice #PrivatePractice #PracticeManagement #PhysicianEntrepreneur #PrimaryCare #HealthcareBusiness #DoctorBusiness #ScaleYourPractice #OfficeManager #PracticeManager #MedicalEntrepreneur #PhysicianLife #StartAPractice #InvestingDoc #HealthcareLeadership #DoctorPreneur #MedicalBusiness #PracticeGrowth #PhysicianFinance #BusinessOfMedicine
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  How I Know It's Time to Grow My Medical Practice (Big Expansion Update) 17.06.2026 16p

  In this update I break down how to know when your medical practice is actually ready for growth mode — not when you feel ready, but when your numbers and your schedule are telling you it's time. I share a big-picture look at where my primary care practice is headed: new locations on the south and southwest sides of town, moving location five into a larger space, hiring three new clinicians, posting to go multi-specialty, launching our Plus premium membership, leaning into cash-pay services, and the MSO I'm building to band independent doctors together. I also explain why I've grown without private equity, without debt, and without partners — and the math behind why capital calls across seven partner-physicians are so hard to pull off. If you're starting, scaling, or stuck in survival mode, this one's for you. Get busy first, know your numbers, and obsess over new patient acquisition. New patient acquisition is the gasoline. Let me know where you're at in your growth journey in the comments.
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  Show Me the Incentive, I'll Show You the Outcome: How Smart Doctors Game a Broken Healthcare System 15.06.2026 14p

  The healthcare system is broken — but fighting it is a losing game. In this episode, Brad (InvestingDoc) breaks down how misaligned incentives drive bad behavior across medicine, and how the doctors who actually scale their practices learn to work the system instead of raging against it.He walks through the "deductible game" surgeons play by strategically holding claims so someone else chases down the patient's $5,000 deductible, why payment velocity ranges from 21 days in private practice to over a year for Medicare ACO incentives, and how upcoding scandals at the big insurers are just incentives doing exactly what they were designed to do.Then he flips it to the practice owner's side: how to incentivize your front desk on rebook rate instead of useless review metrics, why your employees will never care about your money the way you do (and what they actually respond to), and the Anti-Kickback and Stark lines you cannot cross. Drawing on lessons from Charlie Munger, Andrew Carnegie, and Sam Walton, Brad makes the case that the practices that scale aren't run by the best doctors — they're run by the ones who build standard operating procedures and master incentives.If you're a physician trying to start, scale, or stop drowning in your own practice, this one's for you.
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  Nothing Matters Until You Get Busy: The #1 Rule for Starting a Medical Practice 08.06.2026 13p

  Brad (InvestingDoc) breaks down the single most important lesson for any doctor starting or scaling a private practice: nothing matters until you get busy. Learn why obsessing over your EMR, equipment, and the perfect pro forma is a trap, and why volume solves almost every problem in your business. Brad shares the real story of his empty schedule anxiety, the marketing mistakes that cost him years of growth, the overbooking strategy that filled his waiting room, and the 15 month grind to get a new nurse practitioner busy. If you are a physician building a practice in primary care, DPC, or aesthetics, this episode shows you how to stop being reactive and start driving patient demand from day one.#PrivatePractice #MedicalPractice #PrimaryCare #DPC #DirectPrimaryCare #PhysicianEntrepreneur #MedicalEntrepreneur #StartAPractice #ScaleYourPractice #DoctorLife #HealthcareBusiness #PracticeManagement #InvestingDoc #PhysicianFinance #MedicalMarketing #PatientAcquisition #FamilyMedicine #DoctorPreneur #HealthcareLeadership #PracticeGrowth
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  Why Most DPC Practices Don’t Make Money Fast Enough 05.05.2026 13p

  In this vlog, Brad , MD breaks down a viral Direct Primary Care discussion where physicians shared that they were one to two years into practice ownership without making a profit. He explains why starting a DPC or primary care practice is not just about escaping employment, but about building a real business with a clear vision, strong marketing, pricing strategy, and scalable patient acquisition. Brad compares DPC versus fee-for-service primary care, explains why going after one patient at a time can slow growth, and shares why physicians need to think like business owners if they want to build a profitable medical practice.
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  My Biggest Mistakes Scaling a Multi-Million Dollar Medical Practice 27.04.2026 16p

  Being a kind doctor is a strength — until it starts costing you hundreds of thousands of dollars. In this episode, Brad gets brutally honest about the biggest mistakes he made while scaling his multi-million dollar primary care practice. From a biller who nearly bankrupted his clinic by hiding that she didn't know what she was doing, to keeping underperforming employees out of loyalty, to letting high-maintenance patients walk all over him, Brad breaks down the costly lessons he learned the hard way. If you're a practice owner who struggles to fire fast, set boundaries, or stop bending your own rules for difficult patients and staff, this one's for you. Learn how to stay kind while running your business like a business.
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  The Medical Practice Founder’s Reality: Building a Practice From Nothing 20.04.2026 23p

  Want to sign up for my MSO/CIN sign up here https://forms.gle/rfqr96c93ycxSgsJ6What does it really take to go from “just a startup” to a respected, fast-growing medical practice? In this episode, Brad breaks down the hard lessons of scaling an independent practice: hiring struggles, cash flow pressure, recruiting setbacks, sleepless nights, and the relentless grind required to build something real. A must-listen for physicians who want to start, grow, or scale their own practice.
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  Take a Step Back: The Practice Audit Every Owner Needs 13.04.2026 15p

  Feeling stressed, stuck, or burned out by your medical practice? In this podcast, Brad breaks down why practice owners need a quarterly audit to identify the biggest sources of stress, friction, and inefficiency. From portal messages and staffing problems to anxiety, indecision, and broken systems, this episode shows physicians how to step back, find the real bottlenecks, and create a plan to fix them so they can grow a healthier, more profitable practice.