Quarter Two Planning Series: How to Assess Your First Quarter & Create a Clear Roadmap for Your Private Practice [Ep 108]

Is quarter two planning the momentum shift your private practice needs? Before you dive into the next quarter, let’s pause, reflect, and get intentional about your business growth. In this episode, I’ll walk you through a simple but powerful process to assess your Q1 results and pinpoint the areas that will create the most significant impact moving forward. We’ll talk about marketing strategies, sales conversions, and financial metrics - breaking them down into simple steps so you can gather the data you need without feeling overwhelmed. I’ll also share why understanding your average fee and making thoughtful financial improvements can change how you approach your business and life. So grab a notebook, set aside some time, and let’s get to work on creating a plan that sets you up for success this quarter!Topics covered in this episode: How to assess your first-quarter performance and identify areas for improvement in your quarter-two planning.Key marketing metrics you should track in your private practice.Understand your sales conversion rates and retention metrics to improve client onboarding and retention.Calculating your average fee and addressing financial challenges in your practice.The importance of strategic investments and balancing personal and business finances for more effective quarter-two planning.Resources from this episode:We Should All Be Millionaires: A Woman’s Guide to Earning More, Building Wealth, and Gaining Economic Power by Rachel RodgersWealthfront High Yield Cash Account - earn interest on your tax money!Wealthfront Automated Index Investing Account - get $5000 managed for free (aff link)Other episodes you might enjoyWhat I Learned Building My New Course for Therapists: The Fee Formula [Ep 88]Connect with Felicia:Get my freebie & join the email list: The Magic SheetsInstagram: @the_bad_therapistWebsite: www.thebadtherapist.coachFacebook group: Healing MoneyQuote:"Planning is your best friend and one of your biggest assets as a

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Are you a private practice therapist tired of ‘good therapist conditioning’ b******t, who wants to make more money and enjoy being a therapist again? Welcome to The Bad Therapist Show! This podcast is the go-to resource for current and aspiring private practice therapists who want to attract more clients, increase their revenue and scale their practice - all without burning out or hustling 24/7. Join your host, Felicia Keller Boyle, aka The Bad Therapist®, a six-figure private practice owner turned business coach as she challenges the status quo and helps therapists in private practice earn more money, increase their impact, and expand beyond the one-to-one practice model. Using Felicia’s proven Liberated Business™ method, therapists at all stages of business have been able to grow their income while becoming even better therapists and she’s on a mission to help you do the same! Tune in each week for answers to questions such as: 👉🏽 How can I grow my private practice? 👉🏽 How can I attract more clients to my private practice? 👉🏽 How do I market myself as a private practice therapist? 👉🏽 What are the best marketing strategies for therapists? 👉🏽 How can I optimise my website to attract more clients? 👉🏽 How to create a scalable offer as a private practice therapist? 👉🏽 How can I raise my rates in private practice? 👉🏽 Do therapists need to network to grow their practice? Subscribe and follow the show wherever you listen to podcasts and start growing a practice custom-made for you so you can live the life you truly desire. Because bad therapists make the best therapists.