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Episode 210: Replace Panic With Process: Using KPIs to Lead Your Practice episode artwork

EPISODE · Apr 10, 2026 · 15 MIN

Episode 210: Replace Panic With Process: Using KPIs to Lead Your Practice

from Therapy For Your Money · host Julie Herres

You’re tracking your KPIs… but what do you actually do with them? In this episode, I’m walking you through how to move beyond just looking at your numbers and start using them to lead your practice. Because tracking KPIs isn’t leadership—using them to drive decisions, assign ownership, and take action is. We’ll talk about leading vs. lagging indicators, how to set up a simple system for reviewing your numbers, and how to create clear next steps so you’re not reacting in panic mode. The goal is simple: replace panic with process so you can run your practice proactively instead of constantly putting out fires. 3 Reasons to Listen You’re tracking your numbers… but not sure what to do with them You want to feel more in control of your practice instead of reacting to surprises You’re ready to build simple systems that turn data into clear, confident decisions Links and Resources Money for Therapists Practice Startup - https://www.greenoakaccounting.com/startup GreenOak Accounting - www.GreenOakAccounting.com Therapy For Your Money Podcast - www.TherapyForYourMoney.com Profit First for Therapists - www.ProfitFirstForTherapists.com Profit First Academy - www.ProfitFirstForTherapists.com/Academy Podcast Production, Audio Mixing, and YouTube Video Production by James Marland

Episode metadata supplied by the publisher feed · Published Apr 10, 2026

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You’re tracking your KPIs… but what do you actually do with them? In this episode, I’m walking you through how to move beyond just looking at your numbers and start using them to lead your practice. Because tracking KPIs isn’t leadership—using them to drive decisions, assign ownership, and take action is. We’ll talk about leading vs. lagging indicators, how to set up a simple system for reviewing your numbers, and how to create clear next steps so you’re not reacting in panic mode. The goal i...

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Episode 210: Replace Panic With Process: Using KPIs to Lead Your Practice

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