Concierge Medical Marketing Podcast

In this episode of the Concierge Medical Marketing Podcast, host Steven Schwartz interviews Adam Southam, founder of Food for Health, who discusses the concept of using food as medicine to improve health outcomes. Adam shares his personal journey of health transformation through dietary changes and how this inspired him to create the GoNo app, which helps users make informed food choices based on their individual health conditions. The conversation also covers the app's functionality, its benefits for medical practitioners, and the potential for improving patient engagement and health outcomes.00:00 Introduction to Food as Medicine02:29 Adam's Journey: From Problem Child to Entrepreneur04:46 The Impact of Food on Health07:09 The GoNo App: Personalized Nutrition Guidance09:32 Understanding Efficacy and Clinical Evidence12:29 Behavioral Insights in Food Choices16:26 Collaboration with Concierge Doctors19:46 Monetizing Health: Revenue for Practices23:14 Patient Data and Privacy26:27 Conclusion and Future Directions

Starting a concierge or direct primary care practice?Understanding medical malpractice insurance is critical — and many physicians get this wrong.In this episode of the Concierge Medical Marketing Podcast, Steven Schwarz interviews Jennifer Wiggins, CEO of Aegis Malpractice Solutions, to break down everything physicians need to know before choosing a malpractice policy.🚀 What You’ll Learn in This Episode✔ The difference between occurrence vs claims-made insurance✔ What tail insurance is (and why it can cost thousands)✔ How to avoid unexpected malpractice costs when leaving a job✔ Why concierge & DPC doctors often pay LOWER premiums✔ How to choose the right malpractice coverage for your practice✔ Common mistakes physicians make when buying insurance💡 Key Concepts Explained1️⃣ Occurrence vs Claims-Made InsuranceOccurrence Policy → Covers incidents when they happenClaims-Made Policy → Covers when a claim is filedEach has different pricing, risks, and long-term implications.2️⃣ Tail Insurance (Critical!)If you have a claims-made policy, you may need tail coverage when you leave a job or close your practice.💰 Typical cost:• ~1.5x to 2x your annual premiumThis is one of the biggest surprises for physicians.3️⃣ Discounts for Concierge & DPC DoctorsConcierge and DPC physicians often:✔ Spend more time with patients✔ Have better relationships✔ Face fewer lawsuitsBecause of this, many insurers now offer discounted malpractice rates.⏱ Chapters00:00 Introduction00:24 Meet Jennifer Wiggins (Aegis Malpractice Solutions)01:00 How Jennifer Got Started in Medical Malpractice04:05 Why She Started Her Own Brokerage06:05 Occurrence vs Claims-Made Explained09:30 What is Tail Insurance?11:20 Tail Coverage When Retiring13:30 Statute of Limitations & Risks16:15 Cost of Tail Insurance19:10 How the Quote Process Works21:40 Timeline to Get Coverage24:26 Discounts for Concierge Doctors26:18 Why Specialization Matters in Insurance Brokers26:58 How to Contact Jennifer

What would you do if your clinic was about to go bankrupt?In this episode of the Concierge Medical Marketing Podcast, Steven Schwartz interviews Amanda Price, a nurse practitioner and owner of Faith Family Medical, who shares her powerful journey from financial struggle to building a thriving Direct Primary Care (DPC) practice.Amanda opens up about:Nearly losing her clinic after 16 years in an insurance-based modelThe moment that changed everythingHow she transitioned to DPC in just a few monthsThe marketing strategies that helped her grow fastWhy patients are choosing DPC over traditional healthcareIf you're a healthcare provider, entrepreneur, or curious about Direct Primary Care, this episode is packed with real-world insights and inspiration.🔗 Learn more about Amanda Price:https://faithfamilymedical.com🔗 Free Digital Marketing Guide:https://conciergemd.marketing🔗 Join Maddy AI Community:https://cmmkg.com/JustAskMaddy🔗 Book a Strategy Call:https://cmmkg.com/schedule⏱️ Timestamps:00:00 Introduction00:40 Amanda’s background & journey into medicine04:55 Insurance model struggles06:24 Near bankruptcy & turning point09:55 Discovering Direct Primary Care (DPC)13:58 Transitioning patients to DPC16:20 Why DPC is better18:30 Chronic Lyme discovery21:43 Building a clinic team22:58 Employer partnerships27:02 Future of DPC30:14 Advice for starting34:42 DPC community39:39 AI marketing tools46:21 Final advice#DPC #DirectPrimaryCare #HealthcareBusiness #MedicalMarketing #NursePractitioner

In this episode, Dr. Roger Moczygemba shares his journey from Navy family medicine to pioneering telemedicine and establishing a successful Direct Primary Care (DPC) practice in San Antonio. Discover insights on building a DPC practice, working with employer groups, marketing strategies, and the future of AI in healthcare.Chapters00:00 Introduction to Dr. Roger Moczygemba01:57 Journey to Direct Primary Care04:27 The DPC Model and Employer Focus08:51 Navigating Insurance and DPC12:26 Marketing Strategies for DPC Practices16:09 Growth and Future of Direct Med Clinic17:42 Advice for Aspiring DPC Practitioners21:28 The Role of AI in Healthcare26:46 Conclusion and Final Thoughts

SummaryIn this episode of the Concierge Medical Marketing Podcast, host Stephen Schwartz interviews Dr. Grant Antoine from Viome, a company focused on precision health through RNA testing. Dr. Antoine discusses his background in integrative medicine and the innovative work Viome is doing to personalize health recommendations based on microbiome activity. The conversation covers the importance of early detection and prevention in health care, the role of RNA in understanding health risks, and how personalized nutrition can optimize health outcomes. Dr. Antoine emphasizes the need for targeted supplementation and the unique insights provided by Viome's Precision Health Pro test.Chapters00:00 Introduction to Viome and Dr. Grant Antoine03:43 Understanding Precision Health Pro08:45 The Importance of RNA in Health14:20 Personalized Nutrition and Supplementation

In this episode, Steven Schwartz interviews Alina Trigubenko, CEO of Profi, about how their platform streamlines program delivery, patient engagement, and operational efficiency for concierge and direct primary care practices. They discuss the platform's features, integrations, HIPAA compliance, and future AI enhancements, providing valuable insights for healthcare providers looking to optimize their practice management.00:00 Introduction to Profi and Its Mission02:41 Understanding Program Delivery and Patient Engagement05:16 Streamlining Administrative Tasks for Practitioners07:57 Enhancing Patient Experience and Engagement10:34 Integration and Compliance in Healthcare13:29 Future Developments and AI Integration in Profi16:12 Conclusion and Resources for Practitioners

In this episode of the Concierge Medical Marketing Podcast, host Steven Schwartz interviews Katie Rhodes, a financial expert specializing in concierge medical and DPC practices. Katie shares her journey into healthcare finance, the importance of having a CFO or fractional CFO, and common financial mistakes made by medical practices. The conversation delves into the critical distinction between cash flow and profit, tools for financial planning, and the value of ongoing financial analysis. Katie emphasizes the need for physicians to understand their numbers and make informed decisions to ensure the success of their practices.Chapters00:00 Introduction to Concierge Medical Practices02:48 Katie's Journey into Healthcare and Finance05:13 Common Financial Mistakes in Concierge Medicine07:42 Understanding Cash Flow vs. Profitability10:48 The Role of a Fractional CFO13:26 Tools for Financial Planning and Growth16:10 Final Thoughts and Resources

SummaryIn this episode of the Concierge Medical Marketing Podcast, host Steve Schwartz interviews Jack Tawil, CEO and chairman of MedPod. Jack shares his journey from healthcare at Walmart to founding MedPod, a company focused on improving healthcare access through innovative technology. The conversation covers the challenges faced in healthcare delivery, the technology behind MedPod, its diagnostic capabilities, and how it can enhance concierge and direct primary care practices. Jack emphasizes the importance of patient-centric care and the potential for MedPod to revolutionize healthcare delivery.Chapters00:00 Introduction to MedPod and Jack Tawil02:38 Jack's Journey from Retail to Healthcare05:33 Founding MedPod: Vision and Challenges08:06 The Technology Behind MedPod11:14 MedPod's Impact on Patient Care13:57 Applications of MedPod in Various Settings16:31 MedPod in Concierge and DPC Practices19:08 Business Models and Opportunities with MedPod21:32 Conclusion and Future of Healthcare with MedPod

In this episode of the Concierge Medical Marketing Podcast, host Steven Schwartz interviews Claudia Cometa, a patient advocate and author. Claudia shares her journey into healthcare, emphasizing the importance of patient advocacy and the role of technology in improving patient outcomes. She discusses her new book, 'Patient Empower Thyself,' which aims to shift the paradigm of how patients engage with their healthcare. The conversation highlights practical tips for patients to navigate their healthcare journey effectively. To access her course, use the code CONCIERGE00:00 Introduction to Patient Advocacy02:44 Claudia's Journey into Healthcare05:42 The Role of a Patient Advocate08:16 Navigating Healthcare Challenges10:51 The Impact of Technology on Patient Advocacy13:45 Writing 'Patient Empower Thyself'18:31 Conclusion and Resources

In this episode of the Concierge Medical Marketing Podcast, host Steven Schwartz interviews Drs. Prisiliano and Monica Salas from Salveo Direct Care. They discuss the structure and growth of their direct primary care practice, the importance of marketing and community engagement, and the role of AI in healthcare. The conversation highlights the benefits of membership medicine and how it can lead to better patient outcomes.Chapters00:00 Introduction to Direct Primary Care01:56 Understanding the DPC Model03:45 Transitioning from Traditional to Direct Care03:45 Advice for New Physicians Considering DPC05:40 Marketing Strategies for DPC Practices09:46 The Importance of Community Engagement13:40 The Role of AI in Modern Medicine17:58 Final Thoughts and Future of DPC

In this episode of the Concierge Medical Marketing Podcast, host Steven Schwartz interviews Dr. Doug Krohn, founder of Konk Sleep, a telehealth platform designed to streamline the diagnosis and treatment of obstructive sleep apnea. Dr. Krohn shares his journey from being a pediatrician to creating a solution that addresses the pain points of traditional sleep apnea diagnosis and treatment. The conversation covers the serious health risks associated with untreated sleep apnea, the innovative approach of Konk Sleep in reducing diagnosis time, and how concierge and direct primary care practices can collaborate with Konk to enhance patient care. Additionally, Dr. Krohn discusses the marketing strategies employed by Konk Sleep to reach potential patients effectively.Chapters00:00 Introduction to Concierge Medical Marketing and Dr. Doug Krohn02:41 The Journey to Founding Conk Sleep05:32 Understanding Obstructive Sleep Apnea08:15 Traditional Diagnosis vs. Conk Sleep's Innovative Approach11:16 The Patient Experience with Konk Sleep14:01 Collaboration with Concierge and Direct Primary Care Practices16:34 Marketing Strategies for Konk Sleep19:42 Conclusion and Future Directions

In this episode of the Concierge Medical Marketing Podcast, Dr. Chad Levitt shares his journey from a traditional oncology practice to founding OnCare MD, a virtual oncology advocacy service. He discusses the importance of patient education, empowerment, and the integration of technology in cancer care. Dr. Levitt emphasizes the need for patients to be informed consumers in their healthcare journey and how his practice aims to fill the gaps in traditional oncology care. The conversation also touches on the potential for growth and collaboration within the healthcare landscape.Chapters00:00 Introduction to Dr. Chad Levitt01:38 Chad's Medical Journey and Specialization06:18 The Launch of OnCare MD09:55 Patient Engagement and Practice Structure18:26 Integrative Oncology and Patient Empowerment24:44 Business Model and Collaborative Opportunities32:30 The Future of Oncology and Technology38:33 Conclusion and Contact Information

In this episode of the Concierge Medical Marketing Podcast, host Steven Schwartz interviews Tina Patel Gunaldo, founder of Collaborate for Health. Tina shares her journey from physical therapy to focusing on interprofessional collaboration in healthcare. The conversation emphasizes the importance of teamwork in achieving better patient outcomes, the characteristics of high-performing teams, and the role of community in patient care. Tina provides practical advice for small medical practices on building effective teams and highlights the significance of including patients in discussions about their care. The episode concludes with resources for developing high-performing teams in healthcare settings.Chapters00:00 Introduction to Team Building in Healthcare01:37 Tina's Journey: From Physical Therapy to Team Collaboration05:48 The Science of Teaming: Knowledge, Skills, and Application07:43 Building Healthy Teams in Small Practices10:26 30 Characteristics of High-Performing Teams16:09 The Importance of Community in Healthcare21:41 Understanding Patient No-Show Rates27:03 Involving Patients in Team Discussions30:37 Creating Effective Communication Pathways35:11 Conclusion: The Future of Team-Based Care

In this episode of the Concierge Medical Marketing Podcast, host Steven Schwartz interviews Dr. Penni Vachon, a nurse practitioner and owner of DPC Launchpad. Dr. Vachon shares her journey from traditional insurance-based practice to establishing a Direct Primary Care (DPC) model, emphasizing the importance of holistic care and patient relationships. The conversation covers the challenges of transitioning to DPC, marketing strategies, and the significance of mentorship in the DPC community. Dr. Vachon also discusses the recent DPC Launchpad conference, offering insights into the future of healthcare and the growing trend of DPC practices.Chapters00:00 Introduction to Dr. Penny Vachon01:31 Transitioning from Traditional to Direct Primary Care05:56 The Benefits of Direct Primary Care09:29 Advocacy and Coordination of Care10:34 Managing Patient Panels and Complexity12:54 Marketing Strategies for Growth17:32 Challenges in Starting a DPC Practice19:20 DPC Launchpad: Educating Future Practitioners24:16 Advice for Aspiring DPC Practitioners28:13 Setting Boundaries with Patients30:09 Finding Work-Life Balance34:00 The Future of Direct Primary Care

In this episode of the Concierge Medical Marketing Podcast, host Steven Schwartz interviews Andrea Sebaihi, an expert in providing medication access and affordability for concierge medical and Direct Primary Care (DPC) practices through ManifestRx. They discuss how ManifestRx operates, the benefits it offers to both practices and patients, and share success stories of how it has positively impacted DPC practices. The conversation also touches on marketing strategies for growth in the healthcare sector and concludes with insights on supporting practices in their mission to improve healthcare delivery.Chapters00:00 Introduction to Concierge Medical Practices03:23 Understanding ManifestRx and Its Benefits06:30 The Role of Medications in DPC Practices09:22 Success Stories and Impact on Practices12:28 Marketing Strategies for Growth15:12 Conclusion and Final Thoughts

In this episode of the Concierge Medical Marketing Podcast, host Steven Schwartz interviews Dr. Ashley Pendrick, a pharmacist and consultant specializing in the integration of pharmacists into concierge and direct primary care practices. They discuss the benefits of having pharmacists on the healthcare team, including improved patient care, cost savings, and reduced physician burnout. Dr. Pendrick shares insights on how pharmacists can enhance medication management, educate patients, and ultimately lead to better health outcomes. The conversation also touches on the future of concierge medicine and the growing demand for personalized healthcare solutions.Chapters00:00 Introduction to Concierge Medicine and Pharmacists' Role03:20 The Impact of Pharmacists in Direct Primary Care06:23 Financial Benefits of Integrating Pharmacists09:29 Future of Direct Primary Care and Concierge Medicine12:04 Building Relationships in Healthcare15:17 Conclusion and Resources for Physicians and Pharmacists

In this episode of the Concierge Medical Marketing Podcast, host Steve Schwartz interviews John Rothwell from Island Direct Primary Care. John shares his journey from military service to becoming a nurse practitioner and eventually opening a direct primary care practice. He discusses the challenges and opportunities in the healthcare system, the importance of community engagement, and innovative marketing strategies for DPC practices. The conversation highlights the growing trend of direct primary care and its potential to transform patient care and healthcare delivery.Chapters00:00 Introduction to Direct Primary Care and Guest Background05:54 Transitioning to Direct Primary Care10:34 Growth of Direct Primary Care in Brevard County18:12 Challenges in Growing a Direct Primary Care Practice27:54 Conclusion and Future Plans

In this episode of the Concierge Medical Marketing Podcast, host Steve Schwartz interviews Helen Tackitt, a family nurse practitioner and owner of Direct Primary Care Mebane. Helen shares her journey into medicine, the transition to a direct primary care model, and the marketing strategies that have helped her practice grow. She discusses the importance of patient connection, the challenges of setting boundaries, and the success stories of her patients, particularly in functional medicine. The conversation also touches on the future of direct primary care and the potential for government support in this innovative healthcare model.Chapters00:00 Introduction to Direct Primary Care04:09 Helen Tackitt's Journey into Medicine09:29 Advice for New Practitioners11:26 Marketing Strategies for DPC Practices24:43 Success Stories in Functional Medicine28:20 The Future of Direct Primary Care

In this episode, Steven Schwartz and Michael Tetreault discuss the evolution of concierge medicine and the importance of effective marketing strategies for medical practices. They explore various aspects of digital marketing, including website design, patient retention, and the significance of building strong relationships with patients. The conversation highlights the need for medical professionals to adapt to changing patient expectations and leverage technology to enhance their practices.Chapters00:00 Introduction to Concierge Medicine and Marketing03:00 The Evolution of Concierge Medicine05:20 Concierge Medical Marketing: Services and Strategies11:25 Designing Websites to Convert14:07 Understanding Customer Avatars and Targeting19:52 The Power of Marketing Automation27:27 Automating Patient Engagement28:52 The Importance of Connection in Healthcare30:42 New School Marketing Strategies34:38 Understanding the Need for Marketing42:25 Creating Value in Patient Relationships43:46 Free Resources for Medical Professionals45:48 Recommended Reading for Growth48:25 Personal Reflections and Faith

In this episode of the Concierge Medical Marketing Podcast, host Steve Schwartz interviews Dr. Matthew Hitchcock, a successful DPC physician from Chattanooga, Tennessee. They discuss Matthew's journey from engineering to medicine, the growth of his practice, and the challenges he faced along the way. Matthew shares insights on effective marketing strategies, pricing structures, and the importance of patient retention through word of mouth and social media. He also offers advice for aspiring DPC physicians and discusses the future of the DPC industry.Chapters00:00 Introduction to Direct Primary Care03:33 Matthew's Journey to DPC06:22 Growth and Challenges in DPC09:22 Marketing Strategies for DPC Practices12:10 Pricing Strategies and Patient Retention15:13 Navigating Employer Groups in DPC18:22 Overcoming Challenges in DPC21:04 Advice for Aspiring DPC Physicians24:10 The Future of DPC and Concierge Medicine

In this episode of the Concierge Medical Marketing Podcast, host Steven Schwartz interviews Dr. Nina Crowley, a nutrition expert and director at SECA, a company specializing in body composition analysis. Nina shares her journey from being a dietitian to working in health psychology and eventually joining SECA. The conversation delves into the importance of body composition analysis in healthcare, particularly in concierge medicine, and how it can enhance patient outcomes. Nina explains the technology behind body composition devices, the metrics they provide, and real-world applications in medical practices. The episode also discusses marketing strategies for integrating body composition services into healthcare practices.Chapters00:00 Introduction to Nina Crowley and Her Journey03:09 Understanding Body Composition Analysis06:07 The Technology Behind Body Composition Devices09:19 Integrating Body Composition in Concierge Medicine12:25 Real-World Applications and Success Stories15:29 Marketing Body Composition Services18:20 Conclusion and Resources

In this episode of the Concierge Medical Marketing Podcast, host Steven Schwartz speaks with Dr. Sahil Chopra, founder of Empower Sleep, about the critical importance of sleep and innovative solutions for sleep testing. Dr. Chopra shares his journey from traditional medicine to creating a company focused on improving sleep health through accessible diagnostics. The conversation explores the impact of sleep on overall health, the evolution of sleep medicine, and how data-driven insights can empower both physicians and patients to make informed decisions about sleep health.Chapters00:00 The Importance of Sleep08:23 Empower Sleep: A New Approach to Sleep Medicine16:05 Understanding Sleep Testing and Data23:38 Transforming Sleep Health: Insights and Recommendations

In this episode of the Concierge Medical Marketing Podcast, Dr. Tanner Moore shares his journey into Direct Primary Care (DPC) and the founding of Clearwater Health. He discusses the challenges of the traditional fee-for-service healthcare model, the importance of patient relationships, and how DPC offers a more fulfilling practice for physicians. The conversation highlights the benefits of DPC for both doctors and patients, emphasizing the need for a return to personalized care and the potential for a better work-life balance for physicians.Chapters00:00 Introduction to Direct Primary Care05:15 The Journey to Clearwater Health09:59 The Impact of Direct Primary Care on Patient Care15:17 Navigating the Transition to DPC for Physicians

In this episode of the Concierge Medical Marketing Podcast, host Steve Schwartz interviews Patrice Bowes of Serenity Solutions, a massage therapy and wellness center. They discuss Patrice's transition from allopathic medicine to holistic health, the range of services offered, and the shift from a fee-for-service model to a membership-based approach. The conversation emphasizes the importance of self-care, consistency in health practices, and the value of time management. Patrice shares insights on overcoming financial barriers to wellness and the benefits of preventative care, ultimately encouraging listeners to prioritize their health and well-being.Chapters00:00 Introduction to Serenity Solutions01:21 Patrice's Journey in Health and Wellness02:36 Diverse Services Offered at Serenity Solutions03:59 Transitioning to a Membership Model06:52 The Importance of Self-Care10:53 Consistency and Accountability in Health12:49 Time Management and Non-Negotiables17:16 Health, Wealth, and Time: The Balance20:35 Final Thoughts and Resources

In this episode of the Concierge Medical Marketing Podcast, Dr. Aida Khanum shares her journey from traditional insurance-based pediatric practice to a Direct Primary Care (DPC) model. She discusses the challenges and rewards of transitioning to DPC, including the impact on stress levels and profitability. Dr. Khanum emphasizes the importance of community education and personalized marketing strategies in attracting new patients. She also offers insights into consulting for other physicians looking to make similar transitions, sharing valuable lessons learned along the way. The conversation concludes with advice for new physicians considering a DPC model and the significance of maintaining a sustainable practice size.Chapters00:00 Introduction to Concierge Medicine and DPC06:16 Transitioning from Traditional to DPC Practice12:01 Challenges in Transitioning Patients to DPC18:11 Advice for New Physicians Entering DPC24:02 Flexibility and Personalization in DPC Practices

In this episode of the Concierge Medical Marketing Podcast, host Steven Schwartz interviews Michael Kieffer, a nurse practitioner and co-founder of PrimeCare VIP. They discuss the journey of building a mobile concierge medical practice that addresses inefficiencies in healthcare. Michael shares insights on the differences between Direct Primary Care (DPC) and concierge medicine, the importance of convenience in patient care, and effective marketing strategies for growth. The conversation also touches on the future of concierge medicine and advice for healthcare providers considering a transition to this model.Chapters00:00 Introduction to Prime Care VIP06:04 Mobile Concierge Care: A New Approach12:16 Marketing Strategies for Growth18:09 Final Thoughts and Contact Information

In this episode of the Concierge Medical Marketing Podcast, host Steven Schwartz interviews Jad Shalhoub, founder of CareFlo. They discuss Jad's journey from industrial engineering to healthcare consulting, the importance of data in managing concierge medical practices, and the role of feasibility studies in starting a new practice. Jad emphasizes the significance of patient analytics and report cards in demonstrating the value of services to patients. The conversation concludes with insights on the challenges and rewards of starting a medical practice.Chapters00:00 Introduction to CareFlo and Jad's Background03:05 Starting a Concierge Medical Practice06:26 The Importance of Data in Healthcare09:25 Integrating EMR with Analytics12:01 Final Thoughts on Starting a Practice16:06 Introduction to Concierge Medical Marketing16:07 Strategies for Growing Your Practice

In this episode of the Concierge Medical Marketing Podcast, host Steven Schwartz interviews John Hsieh, who shares his unique journey in the concierge medicine field. John discusses his background, his father's successful concierge practice, and his aspirations to purchase an established practice. The conversation delves into key metrics for evaluating medical practices, the importance of understanding patient demographics, and the challenges facing direct primary care and concierge practices today. John also emphasizes the significance of marketing strategies and building an online presence to attract potential patients and business owners. The episode concludes with advice for aspiring entrepreneurs looking to enter the concierge medicine space. Chapters 00:00 Introduction to Concierge Medicine and John Hsieh's Journey 05:58 The Entrepreneurial Path: From Engineering to Medicine 17:17 Evaluating Practices for Acquisition: Key Metrics and Considerations 26:40 Challenges in Direct Primary Care and Concierge Medicine 38:06 Advice for Aspiring Entrepreneurs in Concierge Medicine 42:42 Introduction to Concierge Medical Marketing 42:42 Strategies for Growing Your Practice

In this episode of the Concierge Medical Marketing Podcast, host Steven Schwartz interviews Jonathan Dunn, CEO of Cerbo, a software platform designed for concierge and direct pay medical practices. Jonathan shares his journey from an oil and gas engineer to leading Cerbo, emphasizing the importance of flexibility and customization in healthcare software. The conversation covers Cerbo's unique offerings, pricing model, and the target audience, highlighting the growing trend of direct pay practices in the healthcare industry. Jonathan also shares success stories and encourages providers to pursue innovative healthcare solutions. Chapters 00:00 Introduction to Jonathan Dunn and Cerbo 06:21 Understanding Cerbo's Unique Offerings 12:11 Customer Insights and Success Stories 18:11 Closing Thoughts on Healthcare Transformation 20:35 Introduction to Concierge Medical Marketing 20:36 Strategies for Growing Your Practice

In this episode of the Concierge Medical Marketing Podcast, host Steven Schwartz speaks with Carl White of MarketVisory Group about the critical importance of HIPAA compliance in medical marketing. They discuss the common blind spots that healthcare providers have regarding HIPAA, the necessity of Business Associate Agreements (BAAs), and the implications of using marketing tools that may not be HIPAA compliant. Carl shares insights on how to navigate these challenges, the importance of proactive measures, and resources available for healthcare providers to ensure compliance. The conversation emphasizes the need for awareness and action to protect patient privacy and avoid legal issues. Chapters 00:00 Introduction to Concierge Medical Marketing 03:33 Understanding HIPAA Compliance in Marketing 12:36 Key Principles of HIPAA Compliance 17:07 Marketing Strategies and HIPAA Overlap 21:26 Proactive Measures for HIPAA Compliance 29:47 Final Thoughts and Resources 33:40 Introduction to Concierge Medical Marketing 33:41 Strategies for Growing Your Practice

In this episode of the Concierge Medical Marketing Podcast, host Steven Schwartz interviews Dr. Tatiana Havryliuk, an emergency physician and founder of Hello Sono. They discuss the transformative role of point of care ultrasound (POCUS) in enhancing patient care, the evolution of ultrasound technology, and the benefits of concierge medicine and direct primary care (DPC). Dr. Havryliuk shares her journey, innovative uses of ultrasound, and real-life stories from her medical practice, emphasizing the importance of building relationships in healthcare and the future of patient-centered care. Chapters 00:00 Introduction to Dr. Tatiana Havryliuk and Hello Sono 06:13 Innovative Uses of Ultrasound Beyond the ER 12:18 Enhancing Patient Experience with Technology 17:59 The Future of Healthcare: DPC and Concierge Medicine 23:39 Conclusion and Contact Information 29:40 Introduction to Concierge Medical Marketing 29:41 Strategies for Growing Your Practice

In this episode of the Concierge Medical Marketing Podcast, host Steve Schwartz interviews Dr. Harsha Moole, an internal medicine physician and venture capitalist. They discuss Dr. Moole's journey from practicing medicine to investing in healthcare technologies, particularly focusing on the growth of concierge medicine and direct primary care. Dr. Moole shares insights about his platform, FindMyDirectDoctor.com, which connects patients with concierge and DPC physicians, addressing common pain points in the industry. The conversation also touches on the importance of online presence for physicians, balancing work and family life, and the future of concierge medicine. Chapters 00:00 Introduction to Concierge Medicine and Dr. Harsha Moole 03:06 The Journey of Dr. Harsha Moole: From Physician to Venture Capitalist 05:52 Exploring FindMyDirectDoctor.com: Features and Benefits 09:10 Understanding Patient Acquisition and Lead Generation 12:11 The Importance of Online Presence for Physicians 15:04 Balancing Work and Family Life as a Physician 17:54 Final Thoughts and Future of Concierge Medicine

In this episode of the Concierge Medical Marketing Podcast, host Steven Schwartz speaks with Dr. Nikolaos Mellios, co-founder and chief scientific officer of Circular Genomics. They discuss the innovative blood test MindLight, which predicts patient response to SSRI antidepressants, aiming to improve treatment outcomes in mental health. Dr. Mellios shares insights on the accuracy and clinical utility of MindLight compared to existing pharmacogenomic tests, emphasizing the importance of precision medicine in psychiatry. The conversation also highlights the growing awareness of mental health issues and the need for effective treatment options. Chapters 00:00 Introduction to Circular Genomics and MindLight 06:07 Comparing MindLight with Existing Solutions 11:45 Clinical Studies and Future Directions 19:06 Introduction to Concierge Medical Marketing 19:06 Strategies for Growing Your Practice

In this episode of the Concierge Medical Marketing Podcast, host Steven Schwartz interviews Ron Sonnenberg from IMA ART, discussing the unique niche of fertility services in Beverly Hills. They explore the transition from Hong Kong to the U.S., the evolution of IVF services tailored for high net worth individuals, and effective marketing strategies to attract affluent clients. Ron shares insights into the complexities of the IVF journey and the personalized, concierge-level service his company provides to clients seeking to grow their families. Chapters 00:00 Introduction to Concierge Medical Marketing Podcast 02:48 Niche Focus on Luxury Fertility Services 05:32 Transition from Hong Kong to Beverly Hills 10:35 The IVF and Surrogacy Business Model 15:50 Personalized Concierge Services for Clients 20:51 Targeted Marketing Strategies for High Net Worth Individuals 23:43 Future Growth Plans and Expansion Considerations 26:47 Introduction to Concierge Medical Marketing 26:48 Strategies for Growing Your Practice

In this episode of the Concierge Medical Marketing Podcast, host Steven Schwartz speaks with Jay Kimmel of Upswing Health about innovative approaches to orthopedic care. They discuss the importance of triage in managing orthopedic injuries, the role of telehealth in reducing unnecessary ER visits, and the development of an AI symptom assessment tool. Kimmel shares insights on virtual athletic training and the collaborative care model with primary care physicians, emphasizing the need for efficient and accessible healthcare solutions. Chapters 00:00 Introduction to Upswing Health 02:58 The Importance of Primary Care in Orthopedics 06:54 Triage and Efficient Care in Orthopedics 11:20 AI in Symptom Assessment 15:06 Virtual Athletic Training and Rehabilitation 18:23 Collaborating with Primary Care Physicians 21:02 Introduction to Concierge Medical Marketing 21:02 Strategies for Growing Your Practice

In this episode of the Concierge Medical Marketing Podcast, host Steven Schwartz speaks with Enpo Tu, COO of My Financial Coach, about the unique financial challenges faced by medical professionals, particularly those in concierge medicine. They discuss the importance of understanding financial contracts, the role of CPAs, and the need for personalized financial advice tailored to the specific needs of high-income medical professionals. Enpo shares insights on tax strategies, the significance of planning for retirement, and how to navigate the complexities of financial planning in the medical field. Chapters 00:00 Introduction to Concierge Medical Marketing Podcast 03:07 Understanding Financial Needs of Medical Professionals 10:41 Navigating Financial Contracts and Benefits 15:44 The Role of CPAs in Financial Planning 20:25 Tax Strategies for High-Income Medical Professionals 26:06 The Importance of Personalized Financial Advice 31:36 Introduction to Concierge Medical Marketing 33:01 Engagement and Value Addition in Medical Practices 33:10 Introduction to Concierge Medical Marketing 33:10 Strategies for Growing Your Practice

In this episode of the Concierge Medical Marketing Podcast, host Steven Schwartz interviews attorney Jim Eischen, who specializes in the legal aspects of concierge medicine and cash healthcare practices. Jim shares his extensive experience in the field, discussing the evolution of cash healthcare models, the challenges faced by healthcare professionals in the current system, and the legal frameworks necessary for establishing compliant cash-based practices. He also highlights common mistakes made during the transition to cash healthcare and offers insights into the valuation of these practices. The conversation emphasizes the importance of patient-centered care and innovative approaches to healthcare delivery. Chapters 00:00 Introduction to Concierge Medical Law 02:49 Understanding Cash Healthcare Models10:35 The Evolution of Concierge Medicine 14:07 Challenges in the Current Healthcare System 15:00 Legal Framework for Cash Healthcare Practices 21:31 Transitioning to a Cash-Based Model 27:51 Common Mistakes in Practice Transition 30:45 Valuation of Cash-Based Healthcare Practices

In this episode of the Concierge Medical Marketing Podcast, host Steve Schwartz interviews Eunicia Peret, a Wealth Strategy Consultant from Excelstra. They discuss the importance of integrative strategies in wealth management, particularly for high-income professionals like physicians. Eunicia shares insights on identifying ideal clients, optimizing financial strategies, and the significance of exit planning for medical practitioners. The conversation highlights real-life success stories and the value of having access to high-level financial strategies, emphasizing the need for comprehensive planning to ensure financial success and peace of mind.

Summary In this episode of the Concierge Medical Marketing Podcast, host Steven Schwartz interviews Dr. Kevin Lutz, a concierge medical physician. Dr. Lutz shares his journey from traditional medical practice to establishing a concierge model, emphasizing the importance of patient experience and personalized care. He discusses the challenges and rewards of transitioning to concierge medicine, the benefits of spending more time with patients, and the impact of family involvement in healthcare. The conversation also covers marketing strategies, patient retention, and the future of concierge medicine.

In this episode of the Concierge Medical Marketing Podcast, host Steve Schwartz interviews Jeff Earlywine, a business consultant specializing in the medical field. Jeff shares five key strategies for concierge medical practices to thrive, drawing parallels between racing and business. He emphasizes the importance of mental preparation, having a sound business structure, understanding track position and risk management, the significance of pit stops for retooling, and the need for clear goals. The conversation highlights actionable insights for medical practice owners to enhance their business operations and achieve success.

Ryan Ross, an expert on creating engaging webinars, shares five tips for creating an effective and engaging webinar. The tips include picking a good topic, getting speakers, using a platform you know, over-promoting the webinar, and giving the audience something to engage with. Ross also provides operational tips such as holding the webinar on specific days and times, doing a technical rehearsal, and using your own deck for presentations. He emphasizes the importance of engaging the audience through polls, PDF handouts, and links to LinkedIn.

Dr. Mark Gomez, a concierge physician based in the Chicago area, shares his journey into concierge medicine and the benefits it offers both physicians and patients. He discusses his background and the pivotal moment that solidified his desire to become a physician. Dr. Gomez explains how he transitioned from traditional primary care to concierge medicine and the challenges he faced during the process. He also highlights the importance of work-life balance and the positive impact concierge medicine has had on his ability to prioritize his family. Dr. Gomez discusses the growth of his concierge practice and the marketing techniques he has implemented. He shares his vision for the future of concierge medicine and the potential for career extension for physicians.

Join host Steve Schwartz as he interviews Dr. Jason Littleton, a prominent concierge physician frequently featured on Fox News. Discover Dr. Littleton's inspiring journey from aspiring fourth-grade student to successful concierge physician in Orlando, Florida. Learn how Dr. Littleton transitioned from traditional insurance-based practice to concierge medicine, the role of faith and mentorship in his career, and the innovative strategies he employed to grow his practice. Gain insights into the distinct approaches within concierge medicine, and get a sneak peek into Dr. Littleton's future plans, including opening a new wellness clinic. Don't miss this episode packed with actionable tips for doctors considering a concierge practice, including writing a book, leveraging media, and building a brand that resonates with patients.

Join host Steve Schwartz and financial expert Dawn Slokan as they delve into the essential financial strategies for launching and growing a successful concierge medical practice. In this episode, Dawn shares her insights on setting financial goals, effective revenue models, and the importance of robust financial systems. Learn how to navigate key decisions such as subscription billing, insurance involvement, and leveraging technology to streamline operations. Whether you're considering starting a practice or looking to optimize your current one, this episode equips you with valuable expertise to enhance patient care and achieve financial success.

In this episode of the Concierge Medical Marketing Podcast, host Steven Schwartz welcomes cybersecurity expert Stephen Sharp, systems administrator for PD/GO Digital Marketing. Together, they delve into the pressing topic of cybersecurity, especially for concierge medical practices. Stephen sheds light on unique cybersecurity challenges in the healthcare sector, effective measures to safeguard against cyber attacks, and the critical role of security awareness training. The discussion also explores the evolving landscape of cybersecurity threats, particularly the impact of AI and phishing attacks. This episode is packed with actionable insights and best practices to help medical professionals protect their businesses and patients' data. Don't miss this essential guide to strengthening your medical practice's cybersecurity posture.

In this insightful episode of the Concierge Medical Marketing Podcast, host Stephen Schwartz sits down with Ginger Allen from Your Medical Liaison to delve into the world of medical marketing and the transition from traditional to concierge practice models. Ginger, a seasoned professional in medical marketing, shares her journey and expertise in helping physicians successfully navigate this shift. Discover the three key transition models: Do It Yourself, Done With You, and Done For You, and learn which approach suits different types of physicians. Whether you're an established practitioner or newly charting your path in medicine, Ginger and Stephen offer invaluable advice on marketing strategies, patient conversion, and creating a practice that offers both professional satisfaction and improved patient care. Tune in for an engaging discussion designed to elevate your understanding and approach to the evolving landscape of medical practice.

In this episode of the Concierge Medical Marketing Podcast, host Steve Schwartz interviews digital marketing specialist Scott Lauer to explore the pivotal role that five-star reviews play in the success of concierge medical practices. Discover how positive feedback not only influences potential patients' decisions but also enhances your practice's visibility on search engines like Google. Scott shares insights into automating the review-request process using tools like HighLevel and offers strategies for effectively capturing feedback. Learn how creating a seamless and automated system can free your staff from mundane tasks, ensuring steady and genuine engagement with patients. Whether it's turning negative experiences into positive outcomes or maintaining a consistent flow of stellar reviews, this episode provides valuable strategies to help your practice thrive in the digital age.

In this enlightening episode of the Concierge Medical Marketing Podcast, host Steve Schwartz welcomes Dr. Paul Paterson, a seasoned physician specializing in hand and upper extremity, from Vero Orthopedic in Vero Beach, Florida. Together, they delve into the world of concierge medicine, exploring its benefits, challenges, and growing significance in today's healthcare landscape. Dr. Paterson shares his personal journey from Buffalo, New York, to the sunny shores of Florida, and offers insights into the pressures facing traditional medical models. They discuss the potential for hybrid models, where concierge and traditional practices coexist to provide quality patient care while addressing economic challenges. Dr. Paterson also highlights an innovative procedure for carpal tunnel syndrome, showcasing his commitment to exceptional patient outcomes. Whether you're a physician considering concierge medicine or a patient exploring healthcare options, this episode provides valuable perspectives and practical knowledge.

Join us on this insightful episode of the Concierge Medical Marketing Podcast, where host Steve Schwartz welcomes Ryan Ross, founder of Indie Advisor Marketing. With a wealth of experience in digital marketing, podcasting, and webinars, Ryan shares his expertise on how concierge medical practitioners can leverage podcasting to grow and sustain their practice. Discover actionable strategies including identifying key guests, crafting compelling questions, selecting the right distribution channels, and streamlining the booking process. Whether you're looking to build trust with potential patients or enhance your brand presence, this episode offers valuable insights to take your medical practice to the next level. Tune in and learn how to transform patient engagement and ensure long-term success in the ever-evolving healthcare landscape.

In this episode of the Concierge Medical Marketing Podcast, host Steven Schwartz sits down with Tasha Grantham from Exact Marketing to discuss essential strategies for enhancing online visibility for concierge medical practices. Tasha shares her journey from high school geometry teacher to digital marketing expert and provides valuable insights into three key tactics: leveraging search engine marketing, implementing retargeting strategies, and utilizing programmatic advertising. Whether you’re looking to optimize your Google presence, retarget potential clients, or explore new advertising technologies, this episode offers practical advice to help concierge medical practices reach the right audience and attract more patients. Tune in for actionable tips and expert knowledge that can transform your practice's digital marketing approach.