Why Marketing Is the First Step in Financial Planning with Neil Trickett

In this episode, Neil breaks down a distinction most practice owners have never heard: PR, marketing, and sales are three different things, and they work like a pyramid. PR is the foundation, your reviews, your reputation, what people say about you when you're not in the room. Marketing sits in the middle, your ads, your website, your direct mail. Sales is the tip, and it starts at your front desk, not just with your therapists.In this episode:Why marketing is the first step in financial planning, not an afterthought. The three-part pyramid: PR, marketing, and sales, and why most owners only focus on the top. Why is the front desk one of the most critical hires in your practice? What separates a marketing coordinator from a marketing director, and when to hire one. Why does your website need a full rebuild every three years? How Google Jobs is quietly becoming a recruiting tool most owners don't know exists. The Grow, Hire, Profit framework for scaling past $1M, $3M, and $10M. Where AI fits into modern practice marketing, and where it doesn't.Will calls this one of the most transformative conversations of the entire CSM. By the end, you'll understand why.About Neil Trickett: Founder of Practice Promotions, working with PT, OT, and speech practices ranging from solo clinics to 200+ location organizations. Author of Market to Grow. Website: The Premier Marketing Agency for Physical Therapy Clinics Send us Fan MailRockstars specialize in helping support or replace all non-clinical roles.Learn how a Rockstar can help scale your physical therapy practice.Subscribe here to our completely free Stress-Free PT Newsletter for your weekly dose of joy.