PODCAST · business
The DocPreneur Leadership Podcast
by The Business & Leadership of Medicine w/ Michael Tetreault, Editor-in-Chief
The DocPreneur Leadership Podcast is the recorded history of membership medicine.Hosted by Michael Tetreault, Editor-in-Chief of Concierge Medicine Today — and a nearly 20-year student of this industry from the patient side of the exam room — this podcast explores concierge and membership-based medicine through candid conversations with physicians, healthcare executives, attorneys, practice management experts, and industry innovators.If you're a physician building, growing, or rethinking your practice — this is the conversation you didn't know you needed.Topics: Concierge Medicine · Membership Medicine · Physician Leadership · Practice Management & Growth · Healthcare Entrepreneurship · Patient Experience & Hospitality · Practice Design & Culture · Precision Medicine · Whole Genome Sequencing · Pharmacogenomics · Longevity Medicine · Functional & Integrative Medicine · Physician Burnout & Wellbeing · Succession Planning · Legal & Compliance · Accounting & Financial Planning · Ins
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395
AI as a Clinical Colleague —
For concierge physicians looking to deliver the kind of ultra-personalized, proactive care their patients expect and deserve, this episode offers a grounded look at where the technology is today, what it requires to implement, and why the physician-patient relationship remains irreplaceable at the center of it all. Learn more: bioscope.ai Guest: Don Brown, MD — Founder & CEO, Bioscope.ai Topic: AI as a Clinical Colleague — Bioscope.ai is the brainchild of serial tech entrepreneur, Don Brown. In 2017, Don gave the commencement address to the largest medical school in the US which happens to be his alma mater - the Indiana University School of Medicine. During his remarks, Don told the newly minted physicians that soon they would be working with AI not as a search engine, nor as a medical encyclopedia, but as a colleague. As Don describes it, “You could have heard a pin drop. The comment went over like a lead balloon.” Yet less than ten years later, Don and his team formed Bioscope.ai to make that vision a reality. In early 2025, Bill Gates caused a much greater stir in the healthcare community by predicting that within a decade, the need for most physicians would disappear. Bioscope.ai believes that Bill is dead wrong. The need for human physicians will be greater than ever as they are not replaced by AI but empowered by it - turned into the super-human clinicians they all dreamed of being while going through medical school and practicing medicine. The hope of the Bioscope.ai team is that living, breathing, and caring human physicians will finally be able to deliver the sort of ultra-tailored, personalized care they’ve always aspired to. Don is self-funding the Bioscope.ai initiative, so the company has taken no venture capital or other outside investment. As the son of a coal miner and later Army sergeant with an eighth-grade education, Don grew up in a double-wide trailer on Army bases until his father moved the family to the big city (Indianapolis) after retiring from the military following a year-long deployment in Vietnam during the Tet Offensive of 1967. After finishing medical school, Don unexpectedly became a high-tech entrepreneur with several successes including two of the first three software IPOs in the state of Indiana. After selling Interactive Intelligence (NASDAQ:ININ) in 2016 for $1.4 billion, Don donated $30 million to start the Brown Immunotherapy Center at the IU School of Medicine and has continued his entrepreneurial journey. Don and the Bioscope.ai team are dedicated to leveraging recent advancements in genomics, cloud data systems, artificial intelligence, and other fields to turn primary care physicians into superheroes for their patients. Read more: FORBES MEDICINE.IU.EDU Learn more: bioscope.ai
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394
Health Systems & Concierge Medicine: Strategy, Service Lines, and the Future of Primary Care
In this episode of the DocPreneur Leadership Podcast, host Michael Tetreault sits down with Alex Muckerman, Senior Manager at ECG Management Consultants, for a candid, strategy-first conversation about how health systems are thinking about — and in some cases, finally acting on — concierge and membership-based medicine as a legitimate service line. Alex brings a rare combination of management consulting rigor and deep operational knowledge of the concierge medicine landscape. He's worked with health systems and medical groups across the country, designing and implementing customized concierge and direct primary care models that are built to last — not just to check a box. In this conversation, we cover: Why more health systems are taking concierge medicine seriously right now What a well-designed concierge medicine service line actually looks like How to align a concierge model with your organization's broader ambulatory strategy The common mistakes health systems make when entering this space What physicians inside large systems need to understand about this shift And what the evolving primary care market means for the future of relationship-based medicine Whether you're a physician entrepreneur, a practice leader, or a health system executive, this is a conversation worth your time. ABOUT ALEX MUCKERMAN Alex Muckerman is a Senior Manager at ECG Management Consultants, a national leader in healthcare business strategy and one of the most respected management consulting firms in the industry. Alex brings more than eight years of combined experience across ambulatory strategy, medical group operations, provider compensation, revenue cycle management, and concierge medicine practice model development. He specializes in conducting data-driven ambulatory enterprise performance evaluations and has led practice assessments and financial turnaround initiatives for organizations ranging from large, multispecialty health system–owned medical groups to small independent practices. He has extensive expertise in concierge medicine service line development and implementation, and is recognized for his ability to design customized concierge and direct primary care business models that meet patient demand while generating sustainable financial returns. Alex holds an MBA in Healthcare Management, Strategy, and Consulting from Washington University in St. Louis — Olin Business School, and previously served as a consultant at Booz Allen Hamilton, where he worked with the Veterans Health Administration on clinical and financial systems development. He is a thoughtful voice on how health systems can approach membership-based medicine not as a trend — but as a strategic imperative. CONNECT WITH ALEX MUCKERMAN & ECG 🔗 Alex's ECG and LinkedIn Profiles: ecgmc.com/about/team/amuckerman and https://www.linkedin.com/in/alexmuckerman/ 📄 Article — Aligning Primary Care Models with Evolving Market Dynamics: ecgmc.com/insights/article/aligning-primary-care-models-with-evolving-market-dynamics 📄 Blog — It's Time for Health Systems to Adopt a Concierge Medicine Service Line Strategy: ecgmc.com/insights/blog/1644 © 2007–2026 Concierge Medicine Today, LLC. All rights reserved. Content is for general informational purposes only and does not constitute medical, legal, financial, or professional advice. CMT is not liable for errors, omissions, or any loss arising from use of this content. By using this site you agree to our Terms, Conditions & Privacy Policy. Content may not be duplicated or reprinted without permission.
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The Longevity Practice: How One Model Is Combining Medicine, Nutrition, and Exercise Science Under One Roof
What does proactive, personalized healthcare actually look like in practice? In this episode of the DocPreneur Leadership Podcast, host Michael Tetreault sits down with Keith Bozeman and Kailah Murphy from MEDgevity — a collaborative health company designed to support concierge physicians and their patients through an integrated, team-based care model. MEDgevity functions as an extension of the physician's team, combining board-certified physician oversight with registered dietitians and exercise physiologists to bridge gaps that traditional healthcare often leaves behind. Their virtual-first approach brings together advanced screenings, biomarker analysis, genetic insights, and performance benchmarks to help patients identify risks early and build personalized strategies for longevity and performance. In this conversation, Keith and Kailah speak candidly about the dangers of nutritional misinformation, the power of micro-habits and whole foods in building sustainable health outcomes, and why muscle preservation deserves far more attention than most wellness trends deliver. For concierge physicians, the MEDgevity model offers something practical and timely — a way to extend the reach of your care team, reduce physician workload, and give patients coordinated, longitudinal support that goes well beyond the annual physical. Nothing in this episode constitutes medical, legal, or financial advice. 🔗 Resources Mentioned 🌐 MEDgevity — medgevityhealth.com 📄 About MEDgevity — medgevityhealth.com/about 👥 Meet the Team — medgevityhealth.com/our-team
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392
The Intersection of Concierge Care and Lifestyle Medicine
CMT is pulling this one from the vault this week — because this conversation captures something that's hard to teach but impossible to miss: the "it factor" that helps physicians not just survive in concierge medicine, but truly thrive. So, what happens when concierge medicine meets lifestyle medicine? Dr. Dorothy Serna, founder of North Cypress Internal Medicine and Wellness in Houston, Texas, has a pretty compelling answer. To learn more, visit: https://drserna.com Dorothy Cohen Serna, MD, FACP, FACLM, DipABLM, NBC-HWC Dr. Serna walks us through this week why she left high-volume, transactional care behind and built something different — a practice rooted in time, trust, and real transformation. Extended visits. 24/7 direct access. A smaller patient panel that finally lets her practice medicine the way it was meant to be practiced. She also breaks down the six pillars of lifestyle health — nutrition, physical activity, stress management, sleep, social connection, and avoiding risky substances — and makes clear these aren't wellness buzzwords. In her practice, they're frontline clinical tools for preventing and reversing chronic disease. And we get honest about the hard stuff too — physician burnout, doctor self-care, what a real membership model transition looks like, and why the team you build around your patients matters as much as the care you deliver. If you've been running on the hamster wheel and quietly wondering if there's a better way forward — don't skip this one. The DocPreneur Leadership Podcast is for educational and informational purposes only. Guest views are their own and do not constitute medical, legal, or financial advice. Consult qualified professionals before making practice decisions.
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(Part 2) The Hidden Leadership Problem in Medical Practices
If you're building — or seriously considering — a membership-based practice, you don't have to figure this out in isolation. Explore leadership insights, operational frameworks, and real-world case studies: Concierge Medicine Today Leadership Hub & Knowledge Center Submit a question, article, or perspective Join us at the industry's annual conference in Atlanta every October — where physicians, operators, and innovators come together to build better systems, not just better ideas. 🎧 Recommended For Physicians considering concierge, hybrid, or DPC models Practice owners and administrators Healthcare investors and operators Policy professionals and analysts Anyone tracking the future of primary care 📢 Share This Episode If this episode resonated with you, share it with a colleague who’s asking hard questions about sustainability, burnout, or the future of their practice. These conversations shape the next generation of care. This content is for educational and informational purposes only and should not be considered medical, legal, financial, or professional advice.
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Clinical excellence got you here. Operational readiness is what will sustain you.
Why Operational Gaps in Independent Medicine Are a Systems Problem — Not a Physician Problem By Michael Tetreault, Host, DocPreneur Leadership Podcast | Editor-In-Chief, Concierge Medicine Today There's a pattern showing up across independent medicine — in Direct Primary Care, in concierge practices, in membership-based models of every size. Highly trained physicians keep asking what look like basic business and technology questions. And the most common response? Frustration. Eye rolls. The quiet assumption that these doctors just aren't cut out for ownership. That response is wrong. And it's worth slowing down to understand why. Start With First Principles What are we actually asking physicians to do when we invite them into independent practice? We're asking them to step out of employed models — where operations, technology, billing, and compliance are handled by someone else — and into full ownership of every one of those functions. Clinical. Operational. Financial. Often overnight. Often without a structured transition. Then we express surprise when gaps appear. That's not a physician problem. That's a systems problem. When you remove the infrastructure without replacing it, gaps aren't a sign of failure. They're the predictable, entirely logical outcome of an incomplete transition. What Forums Reveal — and What They Can't Fix Peer forums in independent medicine have become something they were never designed to be: de facto training systems. Physicians turn to them because something has to fill the gap. And forums offer speed, community, and real-world experience. That matters. But forums are reactive by nature. They answer the question in front of them. They don't build the foundational readiness that prevents the question from needing to be asked in the first place. Repeated "basic" questions in those spaces aren't annoyances. They're signals. They're telling us that structured onboarding for independent practice doesn't yet exist at scale — and that the profession is quietly improvising around that absence every single day. The Real Leadership Question If independent medicine is going to grow — if concierge and membership-based care is going to fulfill its potential to reshape how Americans experience primary care — it has to become something more than a movement. It has to become a system. That means scalable onboarding. Structured operational frameworks. High-trust training environments where physicians can ask the questions they need to ask without social penalty. Clinical excellence got them here. Operational readiness is what sustains them. The difference between those two things isn't a character flaw. It's a training gap. And training gaps are solvable. In This Episode, We Explore: Why operational gaps show up in otherwise high-performing physicians The difference between intelligence and operational readiness Why peer forums can't — and shouldn't — carry the burden of onboarding What scalable, high-trust training actually looks like in membership-based care How better systems — not better criticism — move this model forward The Bottom Line The next phase of leadership in independent medicine isn't just about inspiring physicians to build differently. It's about giving them the structured foundations to do it well. That's repeatable. That's transferable. That's the work. If you're building — or seriously considering — a membership-based practice, you don't have to figure this out in isolation. Explore leadership insights, operational frameworks, and real-world case studies: Concierge Medicine Today Leadership Hub & Knowledge Center Submit a question, article, or perspective Join us at the industry's annual conference in Atlanta every October — where physicians, operators, and innovators come together to build better systems, not just better ideas. This content is for educational and informational purposes only and should not be considered medical, legal, financial, or professional advice.
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389
(Part 1) The Hidden Leadership Problem in Medical Practices
If you're building — or seriously considering — a membership-based practice, you don't have to figure this out in isolation. Explore leadership insights, operational frameworks, and real-world case studies: Concierge Medicine Today Leadership Hub & Knowledge Center Submit a question, article, or perspective Join us at the industry's annual conference in Atlanta every October — where physicians, operators, and innovators come together to build better systems, not just better ideas. 🎧 Recommended For Physicians considering concierge, hybrid, or DPC models Practice owners and administrators Healthcare investors and operators Policy professionals and analysts Anyone tracking the future of primary care 📢 Share This Episode If this episode resonated with you, share it with a colleague who’s asking hard questions about sustainability, burnout, or the future of their practice. These conversations shape the next generation of care. This content is for educational and informational purposes only and should not be considered medical, legal, financial, or professional advice.
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Don't Practice Your Talk on the Audience
We've all sat through boring medical lectures. If you've been invited to speak, here are some helpful tips from pro presenters to make your next opportunity the one people remember. 🌐 www.ConciergeMedicineToday.com 👥 www.instagram.com/conciergemedicineforum/ For general informational purposes only. Not medical, legal, or financial advice. Views are the speaker's own. Full terms: conciergemedicinetoday.com/tcpp ✅ The DocPreneur Leadership Podcast is produced by Concierge Medicine Today (CMT) — the industry's independent trade publication since 2007. Host of the annual Concierge Medicine Forum.
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387
The Hidden Driver of Patient Experience — Your Team, with Julie Kniseley, President of James Moore HR Solutions
The patient experience doesn't start at the front desk — it starts with how your team feels about coming to work. And most practices spend far more time thinking about clinical protocols than the culture that either supports or undermines everything else. 🌐 jmco.com/hr-solutions Julie Kniseley, President of James Moore HR Solutions, has spent 30 years helping organizations build strong, people-centered teams. In this conversation, she and Michael Tetreault discuss what retention, culture, and staff alignment actually look like in a concierge or membership-based practice — and why getting this right is one of the highest-leverage investments a physician owner can make. Connect with Julie: [email protected] ConciergeMedicineToday.org · Apple Podcasts · Spotify 🌐 ConciergeMedicineToday.com For general informational purposes only. Not medical, legal, or financial advice. Views expressed are those of the speakers and do not represent Concierge Medicine Today, LLC. Full terms: conciergemedicinetoday.com/tcpp DocPreneur Leadership Podcast is produced by Concierge Medicine Today (CMT) — the industry's independent trade publication since 2007. Host of the annual Concierge Medicine Forum.
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How genomics is reshaping concierge medicine
Our guest, CEO, Premal Shah, Ph.D. of MyOme, a precision health company using whole-genome sequencing to make proactive, personalized care accessible through leading concierge and executive health clinics. Topic: How top-tier clinics are using MyOme’s whole-genome platform to differentiate their care model, strengthen prevention programs, and build long-term patient trust. Learn More At: MyOme.com 🌐 www.ConciergeMedicineToday.com 👥 www.instagram.com/conciergemedicineforum/ For general informational purposes only. Not medical, legal, or financial advice. Views are the speaker's own. Full terms: conciergemedicinetoday.com/tcpp ✅ The DocPreneur Leadership Podcast is produced by Concierge Medicine Today (CMT) — the industry's independent trade publication since 2007. Host of the annual Concierge Medicine Forum.
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385
Guava Health App — A Conversation with CMO Dr. Kat McGraw
Our guest: Kat McGraw MD, FHM, CPE, Chief Medical Officer at Guava Health. Guava's mission is to empower people to understand and improve their health. Learn More at: https://guavahealth.com/ 🌐 www.ConciergeMedicineToday.com 👥 www.instagram.com/conciergemedicineforum/ For general informational purposes only. Not medical, legal, or financial advice. Views are the speaker's own. Full terms: conciergemedicinetoday.com/tcpp ✅ The DocPreneur Leadership Podcast is produced by Concierge Medicine Today (CMT) — the industry's independent trade publication since 2007. Host of the annual Concierge Medicine Forum.
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384
Concierge Medicine Grew 80% in Five Years — Here's What the Headlines Are Getting Wrong
Concierge medicine and direct primary care didn't just grow — they surged more than 80% in five years, according to new research published in Health Affairs. The headlines are calling it a threat to access and equity. The data tells a more complicated story. In this solo episode, Michael Tetreault breaks down what's really driving physicians toward membership-based models — burnout, broken reimbursement, prior authorization overload, and a primary care system that was already failing long before concierge medicine showed up to expose it. Research referenced: Health Affairs, Harvard Medical School, AMA, MedPAC, and AAMC. ConciergeMedicineToday.net · Apple Podcasts · Spotify For general informational purposes only. Not medical, legal, or financial advice. Views expressed are those of the speakers and do not represent Concierge Medicine Today, LLC. Full terms: conciergemedicinetoday.com/tcpp DocPreneur Leadership Podcast is produced by Concierge Medicine Today (CMT) — the industry's independent trade publication since 2007. Host of the annual Concierge Medicine Forum.
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383
Practice Branding's Biggest Blind Spot
Most physicians think about branding as a logo, a website, or a tagline. Their patients think about it as every single moment they felt seen, rushed, confused, or cared for — and those two definitions almost never match. In this solo episode, Michael Tetreault breaks down what concierge and membership-based practices consistently get wrong about their brand, why the patient experience is the brand, and what it actually takes to close that gap. ConciergeMedicineToday.net · Apple Podcasts · Spotify For general informational purposes only. Not medical, legal, or financial advice. Views expressed are those of the speakers and do not represent Concierge Medicine Today, LLC. Full terms: conciergemedicinetoday.com/tcpp DocPreneur Leadership Podcast is produced by Concierge Medicine Today (CMT) — the industry's independent trade publication since 2007. Host of the annual Concierge Medicine Forum.
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382
The Mind-Body Rebellion — Reclaiming Energy, Alignment, and the Self You've Been Ignoring
Most high-functioning people are very good at performing wellness while quietly ignoring the misalignment underneath — and physicians are the most skilled at this of anyone. This conversation explores what happens when personal growth stops living in your head and finally takes root in your body — through the Angelova Method, a six-month experience blending intentional movement, mindset recalibration, and nervous system regulation into something that actually creates lasting change. Learn more: rebelliousstudio.com/the-mind-body-podcast ConciergeMedicineToday.com · Apple Podcasts · Spotify For general informational purposes only. Not medical, legal, or financial advice. Views expressed are those of the speakers and do not represent Concierge Medicine Today, LLC. Full terms: conciergemedicinetoday.com/tcpp DocPreneur Leadership Podcast is produced by Concierge Medicine Today (CMT) — the industry's independent trade publication since 2007. Host of the annual Concierge Medicine Forum.
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381
How Whole Genome Sequencing Is Changing Women's Healthcare
Most genetic tests give women insight into less than 0.1% of their DNA. Sequencing.com gives them access to nearly all of it — and true. Women's Health in Grand Rapids is now integrating that data directly into personalized care plans for women navigating perimenopause, menopause, and long-term metabolic health. This is what precision medicine looks like when it actually reaches the patient. Learn more: truewomenshealth.com/sequencing · sequencing.com ConciergeMedicineToday.net · Apple Podcasts · Spotify For general informational purposes only. Not medical, legal, or financial advice. Views expressed are those of the speakers and do not represent Concierge Medicine Today, LLC. Full terms: conciergemedicinetoday.org/tcpp DocPreneur Leadership Podcast is produced by Concierge Medicine Today (CMT) — the industry's independent trade publication since 2007. Host of the annual Concierge Medicine Forum. 🌐 www.ConciergeMedicineToday.com 👥 www.instagram.com/conciergemedicineforum/
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380
Why Business Clarity Matters for Today’s Clinician
In this episode of The DocPreneur Leadership Podcast, we unpack a recent article written by a clinician—one that suggested physicians already possess everything needed to run a successful practice. While the heart of that message is encouraging, the realities of leading a practice today are far more complex than discipline and vision alone. This conversation explores what the article gets right, what it unintentionally leaves out, and why blending clinical excellence with business clarity is essential in a changing healthcare landscape. We discuss how practice ownership demands a different kind of leadership—one built on messaging, systems, sustainability, and support. And we highlight why advisors, business-minded peers, and outside perspectives bring a level of clarity and structure that empowers clinicians rather than diminishes their independence. Most importantly, we talk about what clinicians can learn from the broader world of business—how clarity reduces friction, how consistency builds trust, and how the right support can turn hard work into lasting momentum. 🌐 www.ConciergeMedicineToday.com 👥 www.instagram.com/conciergemedicineforum/ For general informational purposes only. Not medical, legal, or financial advice. Views are the speaker's own. Full terms: conciergemedicinetoday.com/tcpp ✅ The DocPreneur Leadership Podcast is produced by Concierge Medicine Today (CMT) — the industry's independent trade publication since 2007. Host of the annual Concierge Medicine Forum.
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379
Meet Dr. Julie Chen: Concierge Medicine and the Future of Health Span
Dr. Julie Chen has spent her career at the intersection of precision medicine, longevity science, and the future of how we actually stay well — and her perspective on where healthcare is headed is unlike anyone else in this space. As Chief Medical Officer at Radence and former CMO at Human Longevity and Vitagene, Dr. Chen brings FDA, NIH, and National Cancer Institute research experience into a conversation about what personalized medicine looks like when it's done right — and what most patients and physicians are still missing. Learn more about Radence: radence.com 🌐 www.ConciergeMedicineToday.com 👥 www.instagram.com/conciergemedicineforum/ For general informational purposes only. Not medical, legal, or financial advice. Views are the speaker's own. Full terms: conciergemedicinetoday.com/tcpp ✅ The DocPreneur Leadership Podcast is produced by Concierge Medicine Today (CMT) — the industry's independent trade publication since 2007. Host of the annual Concierge Medicine Forum.
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378
Exit Planning for Physicians — Building a Practice That Runs Without You
If your practice can't run without you, you don't own a practice — you own a job. This episode is about changing that. 🌐 ConciergeMedicineToday.com For general informational purposes only. Not medical, legal, or financial advice. Views expressed are those of the speakers and do not represent Concierge Medicine Today, LLC. Full terms: conciergemedicinetoday.com/tcpp The DocPreneur Leadership Podcast is produced by Concierge Medicine Today (CMT) — the industry's independent trade publication since 2007. Host of the annual Concierge Medicine Forum.
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377
An Invitation to Slow Down
Before you rush into what's next, this episode is permission to pause — and ask whether the pace you're keeping is actually working for you. 🌐 ConciergeMedicineToday.com For general informational purposes only. Not medical, legal, or financial advice. Views expressed are those of the speakers and do not represent Concierge Medicine Today, LLC. Full terms: conciergemedicinetoday.com/tcpp The DocPreneur Leadership Podcast is produced by Concierge Medicine Today (CMT) — the industry's independent trade publication since 2007. Host of the annual Concierge Medicine Forum.
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376
Your Value Proposition Is Relational, Not Transactional
Most Americans think of their HSA as a break-glass emergency fund. Concierge physicians know it can be something entirely different — and that gap in understanding is your biggest sales problem and your biggest opportunity. 🌐 ConciergeMedicineToday.com For general informational purposes only. Not medical, legal, or financial advice. Views expressed are those of the speakers and do not represent Concierge Medicine Today, LLC. Full terms: conciergemedicinetoday.com/tcpp The DocPreneur Leadership Podcast is produced by Concierge Medicine Today (CMT) — the industry's independent trade publication since 2007. Host of the annual Concierge Medicine Forum.
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375
The Curious Will Inherit the Future of Medicine
The physicians who will thrive in the next decade of medicine aren't the most burned out or the most cynical. They're the ones who stayed curious enough to ask better questions. For general informational purposes only. Not medical, legal, or financial advice. Views expressed are those of the speakers and do not represent Concierge Medicine Today, LLC. Full terms: conciergemedicinetoday.com/tcpp DocPreneur Leadership Podcast is produced by Concierge Medicine Today (CMT) — the industry's independent trade publication since 2007. Host of the annual Concierge Medicine Forum.
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374
12 Secrets to Keep Your Audience Awake and Engaged
We've all sat through that talk. If we're honest, some of us have given it — the one where the slides are too dense, the energy is too flat, and the audience is doing everything except listening. In this solo episode, Michael Tetreault breaks down 12 practical things any physician can do to become a more compelling, memorable presenter — whether you're speaking at a CME event, a conference, or pitching your practice to a room full of potential patients. ConciergeMedicineToday.net · Apple Podcasts · Spotify For general informational purposes only. Not medical, legal, or financial advice. Views expressed are those of the speakers and do not represent Concierge Medicine Today, LLC. Full terms: conciergemedicinetoday.com/tcpp DocPreneur Leadership Podcast is produced by Concierge Medicine Today (CMT) — the industry's independent trade publication since 2007. Host of the annual Concierge Medicine Forum.
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373
AI → AEO — AI Search Tips with Steven Schwartz, Concierge Medical Marketing
The rules of digital visibility just changed — and most concierge practices are still playing by the old ones. Steven Schwartz, founder of Concierge Medical Marketing and a 25-year digital marketing veteran, breaks down what Answer Engine Optimization means for physician practices, why high-net-worth patients find their doctors differently than they did five years ago, and what it actually takes to show up as the answer in an AI-driven search world. Learn more: conciergemd.marketing ConciergeMedicineToday.net · Apple Podcasts · Spotify For general informational purposes only. Not medical, legal, or financial advice. Views expressed are those of the speakers and do not represent Concierge Medicine Today, LLC. Full terms: conciergemedicinetoday.com/tcpp DocPreneur Leadership Podcast is produced by Concierge Medicine Today (CMT) — the industry's independent trade publication since 2007. Host of the annual Concierge Medicine Forum.
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372
A physician's greatest threat isn't business — it's isolation.
Every time a physician decides that strategy, sustainability, and leadership are someone else's problem, a patient eventually pays the price for that decision. In this solo episode, Michael Tetreault makes the case that clinical excellence and business clarity aren't in tension — they're inseparable. A practice that isn't financially sustainable, strategically led, or operationally sound doesn't just fail the physician. It fails the patients who depend on it. ConciergeMedicineToday.net · Apple Podcasts · Spotify For general informational purposes only. Not medical, legal, or financial advice. Views expressed are those of the speakers and do not represent Concierge Medicine Today, LLC. Full terms: conciergemedicinetoday.com/tcpp DocPreneur Leadership Podcast is produced by Concierge Medicine Today (CMT) — the industry's independent trade publication since 2007. Host of the annual Concierge Medicine Forum.
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371
MD For Patients — Meet Founder Dr. Mark Halsted, Triple-Boarded Pediatric NeuroRadiologist
Most patients with complex diagnoses don't need more information — they need the right physician, with the right expertise, taking the time to actually explain what's happening and what comes next. Dr. Mark Halsted built MD For Patients to do exactly that — offering comprehensive, honest consultations tailored to patients facing serious diagnoses, anywhere in the world, virtually. This is what patient advocacy looks like when a physician decides to put it first. Learn more: mdforpatients.com/aboutus ConciergeMedicineToday.net · Apple Podcasts · Spotify For general informational purposes only. Not medical, legal, or financial advice. Views expressed are those of the speakers and do not represent Concierge Medicine Today, LLC. Full terms: conciergemedicinetoday.com/tcpp DocPreneur Leadership Podcast is produced by Concierge Medicine Today (CMT) — the industry's independent trade publication since 2007. Host of the annual Concierge Medicine Forum.
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370
Selling Your Medical Practice — Understanding Private Equity, Valuations, and Your Exit Options with Justin Outslay
Most physicians spend decades building their practice and weeks preparing to sell it — and that gap almost always costs them significantly when it's time to exit. Justin Outslay, Founder of Cinnamon Hill Partners, works with physician practice owners to understand what their practice is actually worth, what buyers are looking for, and how to position for a transaction before someone else decides the terms for you. Learn more: cinnamon-hill.com ConciergeMedicineToday.net · Apple Podcasts · Spotify For general informational purposes only. Not medical, legal, or financial advice. Views expressed are those of the speakers and do not represent Concierge Medicine Today, LLC. Full terms: conciergemedicinetoday.com/tcpp DocPreneur Leadership Podcast is produced by Concierge Medicine Today (CMT) — the industry's independent trade publication since 2007. Host of the annual Concierge Medicine Forum.
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369
16 Levers You Can Pull to Make Your Medical Practice Thrive
Most physicians can diagnose a complex patient in minutes but struggle to read their own profit and loss statement — and that gap quietly limits everything they're trying to build. Katie Rhodes, owner of Coal Creek Ledgers, works exclusively with business owners like physicians to cut through the financial noise, get clear on the numbers, and make confident decisions. This episode is about stepping into your role as a strategic leader — not just an operator. Learn more: consult.coalcreekledgers.com ConciergeMedicineToday.net · Apple Podcasts · Spotify For general informational purposes only. Not medical, legal, or financial advice. Views expressed are those of the speakers and do not represent Concierge Medicine Today, LLC. Full terms: conciergemedicinetoday.com/tcpp DocPreneur Leadership Podcast is produced by Concierge Medicine Today (CMT) — the industry's independent trade publication since 2007. Host of the annual Concierge Medicine Forum.
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The Patient Experience Economy
Patients don't just remember what you did for them medically — they remember how your practice made them feel, and that feeling is now the single most powerful driver of growth in self-pay and concierge medicine. How to 10X Your Practice with Shareef Mahdavi - learn more at: https://pxmovement.com/px90-program/ ### DocPreneur Leadership Podcast is produced by Concierge Medicine Today (CMT) — the industry's independent trade publication since 2007. Host of the annual Concierge Medicine Forum. 🌐 ConciergeMedicineToday.com For general informational purposes only. Not medical, legal, or financial advice. Views expressed are those of the speakers and do not represent Concierge Medicine Today, LLC. Full terms: conciergemedicinetoday.com/tcpp
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Concierge Medicine Forum — Your Questions About the Annual Conference Answered
If you've been wondering whether the Concierge Medicine Forum is worth your time this year, this episode answers the questions physicians ask most before deciding to attend. Learn more at www.ConciergeMedicineForum.com ### DocPreneur Leadership Podcast is produced by Concierge Medicine Today (CMT) — the industry's independent trade publication since 2007. Host of the annual Concierge Medicine Forum. 🌐 ConciergeMedicineToday.com For general informational purposes only. Not medical, legal, or financial advice. Views expressed are those of the speakers and do not represent Concierge Medicine Today, LLC. Full terms: conciergemedicinetoday.com/tcpp
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Remote Patient Monitoring is a $500 million market — and the Office of Inspector General is watching closely.
Medicare is moving toward connected, ongoing care models with one hand — and tightening compliance enforcement around concierge-style practices with the other. Attorney Jim Eischen breaks down what that means for your practice right now. Unlike CCM, which has seen slower traction, RPM adoption has been swift and widespread. The Office of Inspector General (OIG) has expressed concerns in recent reports, but this very scrutiny highlights the scale of adoption and the significant investment in ongoing monitoring that the U.S. healthcare system has never truly embraced before. 📑 Source: OIG RPM Report, 2025 (View: https://oig.hhs.gov/reports/all/2025/billing-for-remote-patient-monitoring/) In addition, the April 2025 OIG report marked the fourth prosecution in U.S. history related to cash-based healthcare models. This case provides perhaps the clearest signal yet from OIG that traditional concierge-style marketing—emphasizing same- or next-day access, extended visits, care coordination, and direct physician communication—is not compliant with Medicare assignment rules unless it is paired with proper, routine exam structuring. FOR ADDITIONAL REFERENCE and LEARNING, here is the 4th OIG alert in US history: https://oig.hhs.gov/fraud/enforcement/greenfield-health-system-agreed-to-pay-286000-for-allegedly-violating-the-civil-monetary-penalties-law-by-requesting-payment-from-beneficiaries-in-violation-of-an-assignment-agreement/ About Our Guest James Eischen, Esq (Jim Eischen) is a licensed California attorney with over 32 years of experience handling complex corporate, business planning, and real estate matters. He received his J.D. from the University of California at Davis in 1987, and his B.A. from Creighton University in 1984. Mr. Eischen is recognized nationally for compliance experience regarding complex corporate business planning and transactions. As a speaker at conferences throughout the US, he addresses data privacy, regulatory business planning problem-solving, and start-up innovation monetization. Mr. Eischen’s broad complex business planning experience includes life science/start-up enterprise regulatory support and structuring corporate practice of medicine business modeling. He advises business enterprises in matters connected to reimbursement, contracts, interdisciplinary employment and labor issues, and Health Insurance Portability and Accountability Act (HIPAA) compliance. LEARN MORE www.eischenlawoffice.com ### DocPreneur Leadership Podcast is produced by Concierge Medicine Today (CMT) — the industry's independent trade publication since 2007. Host of the annual Concierge Medicine Forum. 🌐 ConciergeMedicineToday.com For general informational purposes only. Not medical, legal, or financial advice. Views expressed are those of the speakers and do not represent Concierge Medicine Today, LLC. Full terms: conciergemedicinetoday.com/tcpp
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365
HSA Accounts vs. Account Holders and Cash Only Sub $99 Primary Care Considerations
Disclaimers: THIS SITE AND ANY OTHER CMT MANAGED OR OWNED WEB PROPERTY by Concierge Medicine Today, LLC (herein CMT) DOES NOT OFFER MEDICAL, FINANCIAL, LEGAL, OR OTHER PROFESSIONAL ADVICE. ERRORS OR OMISSIONS MAY OCCUR ON THIS SITE. The content is primarily designed for general informational purposes, targeting a healthcare professional audience. Any references, links, or interviews should not be construed as endorsements. CMT is not responsible for errors, omissions, statements, conduct, or claims related to guest posts, op-eds, podcasts, press releases, sponsored job listings, or advertised opportunities. Typically, CMT will strive to remove job listings that are older than four months, but this is not guaranteed. Always consult with reliable advisors before acting on the information you find here. By using our web properties, content, events, etc., in whole or in part, you agree to comply with the Terms and Conditions and Privacy Policy found here, releasing Concierge Medicine Today, LLC (CMT) from all liability. Additional terms may be applicable. CMT retains the right to remove any content, images, interviews, graphics, job listings, and similar materials at its discretion at any time, without notice and without liability. Thank you.
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364
Concierge Medical Practice Valuation 101 — What Is My Practice Actually Worth?
Most physicians have never had anyone explain how their practice is actually valued — and that gap costs them significantly when it's time to sell, transition, or plan for retirement. Guest Presenter: Chris Staples, CFP®, AIF®, Owner of Wealth 360, LLC, Buford, Georgia, United States Host: Michael Tetreault, CGSP® Learn More: https://wealth360advisors.com/ Recording Date: 2020 (C) Concierge Medicine Today, LLC. All rights reserved. About Chris Staples is the Principal owner of Wealth 360, LLC.; a fee-only Registered Investment Advisory firm located in the greater Atlanta Area. Wealth 360, LLC provides comprehensive and objective financial planning to help clients organize, grow, and protect their assets through life’s transitions. As a fee-only fiduciary and independent financial advisor, Chris Staples is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice. Chris typically works with professionals, business owners, and those near and in retirement helping to develop long-term Financial Planning strategies. Chris holds the CERTIFIED FINANCIAL PLANNER™ designation under the Certified Financial Planning Board of Standards as well as an Accredited Investment Fiduciary® designation through Fi360. He holds a business degree from Indiana Wesleyan University and earned the Certificate of Financial Planning from Oglethorpe University. Chris served as President of the National Association of Insurance and Financial Advisors North-Metro Atlanta Chapter [2004-2005]. From 2010-2012 Chris served on the Board of Directors with the Financial Planning Association as the ProBono Chair. WEB SITE: https://wealth360advisors.com/ LEARN MORE, Connect With Chris directly at: https://www.linkedin.com/in/stapleschris/ ### DocPreneur Leadership Podcast is produced by Concierge Medicine Today (CMT) — the industry's independent trade publication since 2007. Host of the annual Concierge Medicine Forum. 🌐 ConciergeMedicineToday.com For general informational purposes only. Not medical, legal, or financial advice. Views expressed are those of the speakers and do not represent Concierge Medicine Today, LLC. Full terms: conciergemedicinetoday.com/tcpp
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363
Scarcity Marketing for Physicians — What Tim Hortons Can Teach Your Concierge Practice
The concierge medicine model has scarcity built into it by design — but most physicians have no idea they're sitting on one of the most powerful marketing advantages in all of healthcare. If you're building — or seriously considering — a membership-based practice, you don't have to figure this out in isolation. Explore leadership insights, operational frameworks, and real-world case studies: Concierge Medicine Today Leadership Hub & Knowledge Center Submit a question, article, or perspective Join us at the industry's annual conference in Atlanta every October — where physicians, operators, and innovators come together to build better systems, not just better ideas. This content is for educational and informational purposes only and should not be considered medical, legal, financial, or professional advice.
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362
Why Concierge Medicine Practices Are Selling — and What to Know Before Yours Does
Most concierge physicians will go through a practice sale or major partnership transaction exactly once — and most have never done it before. This episode is the preparation most physicians never get. By Dana Jacoby and Gary Herschman[1] Over the last several years there has been a growing trend of consolidation and partnership transactions involving concierge medicine practices.[2] Download this article as a PDF LISTEN TO OUR EXCLUSIVE INTERVIEW (Podcast) The purpose of this article is both: (A) to educate concierge medicine physicians on why concierge medicine practices have been transacting with increasing frequency; and (B) to provide practical recommendations for owners of concierge medicine practices who are exploring the possibility of entering into such a transaction. Why Are There So Many Concierge Medicine Practice Transactions? We hope that these practical recommendations are helpful both: (i) if you decide to explore the universe of potential strategic options that may be available for your practice, and (ii) in the event that you decide to pursue a partnership transaction to achieve your long-term professional and financial goals and for your practice’s long-term success. Citations and References [1] Dana Jacoby is the Founder and President/CEO of Vector Medical Group, a strategic healthcare consulting firm that advises concierge medicine practices across the country on improving operations and profitability, and the pros and cons of various strategic transactions. Dana’s email is: [email protected]. Gary Herschman, Esq. has been advising physicians on strategic positioning and major transactions for over 30 years and is the Co-Chair of the Health Care Transactions Group at the national healthcare firm of Baker Donelson. He represents many concierge medicine groups on growth strategies and strategic partnership and sale transactions. Gary’s email is: [email protected] [2] Concierge Medicine Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, 2020-2030F [3] Hospitals cash in on a private equity-backed trend: Concierge physician care - ABC News ### DocPreneur Leadership Podcast is produced by Concierge Medicine Today (CMT) — the industry's independent trade publication since 2007. Host of the annual Concierge Medicine Forum. 🌐 ConciergeMedicineToday.com For general informational purposes only. Not medical, legal, or financial advice. Views expressed are those of the speakers and do not represent Concierge Medicine Today, LLC. Full terms: conciergemedicinetoday.com/tcpp
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361
Would Your Practice Survive Without You? 10 Reasons Making the Doctor the Product Is a Mistake
If you walked away from your practice tomorrow, what would be left — and be honest with yourself about the answer, because most physicians don't like what they find when they actually look. ### DocPreneur Leadership Podcast is produced by Concierge Medicine Today (CMT) — the industry's independent trade publication since 2007. Host of the annual Concierge Medicine Forum. 🌐 ConciergeMedicineToday.com For general informational purposes only. Not medical, legal, or financial advice. Views expressed are those of the speakers and do not represent Concierge Medicine Today, LLC. Full terms: conciergemedicinetoday.com/tcpp
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Only a small percentage of Health Savings Account owners will take advantage of this opportunity initially
Only a small percentage of Health Savings Account owners will take advantage of this opportunity initially, but the number may grow in the future when HSA-qualified plan enrollees realize how cost certainty for primary care, a focus on maintaining health, and assistance in navigating other care based on price and quality dovetail with their financial and medical goals. By William G. (Bill) Stuart | July 3, 2025 The Senate finished its version of the reconciliation bill and sent it to the next step in the legislative process. Which Health Savings Account provisions survived the upper chamber? The Senate has been busy for nearly a month since the House of Representatives sent a reconciliation bill to the upper chamber for review. A reconciliation bill is particularly important because it can pass the Senate with 51 (of 100 or 101) votes. In contrast, all other bills must have a 60-vote majority if the minority demands that standard. RELATED INDUSTRY PERSPECTIVE AND INSIGHTS October 16-18, 2025 Industry's Annual Conference The House bill contained 10 provisions to expand or enhance Health Savings Accounts. Of the 10, only two survived the final Senate vote of 51-50 earlier this week. In addition, the Senate added a topic that was not addressed by the House. Here are the Health Savings Account provisions in the Senate-approved bill: READ FULL ARTICLE ON LINKEDIN ... SOURCE: https://www.linkedin.com/pulse/how-senates-proposed-reconciliation-bill-hsa-affect-consumers-stuart-qwsfe/ Disclaimers: THIS SITE AND ANY OTHER CMT MANAGED OR OWNED WEB PROPERTY by Concierge Medicine Today, LLC (herein CMT) DOES NOT OFFER MEDICAL, FINANCIAL, LEGAL, OR OTHER PROFESSIONAL ADVICE. ERRORS OR OMISSIONS MAY OCCUR ON THIS SITE. The content is primarily designed for general informational purposes, targeting a healthcare professional audience. Any references, links, or interviews should not be construed as endorsements. CMT is not responsible for errors, omissions, statements, conduct, or claims related to guest posts, op-eds, podcasts, press releases, sponsored job listings, or advertised opportunities. Typically, CMT will strive to remove job listings that are older than four months, but this is not guaranteed. Always consult with reliable advisors before acting on the information you find here. By using our web properties, content, events, etc., in whole or in part, you agree to comply with the Terms and Conditions and Privacy Policy found here, releasing Concierge Medicine Today, LLC (CMT) from all liability. Additional terms may be applicable. CMT retains the right to remove any content, images, interviews, graphics, job listings, and similar materials at its discretion at any time, without notice and without liability. Thank you.
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359
New HSA Rules for DPC Practices — What Changes January 1, 2026 and What It Means for Your Patients
Starting January 1, 2026, DPC arrangements no longer disqualify patients from contributing to an HSA — and while that's genuinely good news, the fine print on fee caps and coverage limits means the windfall some practices are expecting may not arrive the way they think. READ MORE AT HSA CONSULTING SERVICES SOURCE: HSA Consulting Services; July 2025; https://hsaconsultingservices.com/newsletter/a-big-beautiful-hsa-expansion ✅ Each episode of the DocPreneur Leadership Podcast explores the business and leadership side of medicine through candid conversations with physicians, healthcare executives, attorneys, practice management experts, and industry innovators — hosted by Michael Tetreault, Editor-in-Chief of Concierge Medicine Today. If you're building, growing, or rethinking a concierge or membership-based practice, this is the conversation you didn't know you needed. ConciergeMedicineToday.net · Apple Podcasts · Spotify 🌐 ConciergeMedicineToday.com For general informational purposes only. Not medical, legal, or financial advice. Views expressed are those of the speakers and do not represent Concierge Medicine Today, LLC. Full terms: conciergemedicinetoday.com/tcpp The DocPreneur Leadership Podcast is produced by Concierge Medicine Today (CMT) — the industry's independent trade publication since 2007. Host of the annual Concierge Medicine Forum.
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358
Why Patients Stay — The Subscription Medicine Marketing Mistake Most Practices Are Making
If your marketing is spending more time explaining how easy it is to leave than why it's worth staying, you've already lost the patient — you just don't know it yet. ✅ Each episode of the DocPreneur Leadership Podcast explores the business and leadership side of medicine through candid conversations with physicians, healthcare executives, attorneys, practice management experts, and industry innovators — hosted by Michael Tetreault, Editor-in-Chief of Concierge Medicine Today. If you're building, growing, or rethinking a concierge or membership-based practice, this is the conversation you didn't know you needed. ConciergeMedicineToday.net · Apple Podcasts · Spotify 🌐 ConciergeMedicineToday.com For general informational purposes only. Not medical, legal, or financial advice. Views expressed are those of the speakers and do not represent Concierge Medicine Today, LLC. Full terms: conciergemedicinetoday.com/tcpp The DocPreneur Leadership Podcast is produced by Concierge Medicine Today (CMT) — the industry's independent trade publication since 2007. Host of the annual Concierge Medicine Forum.
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357
Your birth certificate says one thing. Your cells may say something entirely different.
Chronological age tells you how long you've been alive — epigenetic testing tells you how well you've been living, and Hannah Went has built one of the largest private epigenetic health databases in the world to prove the difference matters. Hannah Went is the Co-Founder of TruDiagnostic, a leading health data company and CLIA-certified laboratory that specializes in epigenetic testing and research.. Hannah is also the creator and host of the Everything Epigenetics Podcast. She is a molecular biologist by day and content creator by night and speaks with the most knowledgeable physicians and researchers in the world. LEARN MORE, ORDER: https://www.trudiagnostic.com/ ✅ Each episode of the DocPreneur Leadership Podcast explores the business and leadership side of medicine through candid conversations with physicians, healthcare executives, attorneys, practice management experts, and industry innovators — hosted by Michael Tetreault, Editor-in-Chief of Concierge Medicine Today. If you're building, growing, or rethinking a concierge or membership-based practice, this is the conversation you didn't know you needed. ConciergeMedicineToday.net · Apple Podcasts · Spotify 🌐 ConciergeMedicineToday.com For general informational purposes only. Not medical, legal, or financial advice. Views expressed are those of the speakers and do not represent Concierge Medicine Today, LLC. Full terms: conciergemedicinetoday.com/tcpp The DocPreneur Leadership Podcast is produced by Concierge Medicine Today (CMT) — the industry's independent trade publication since 2007. Host of the annual Concierge Medicine Forum.
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356
What the next generation of patients actually thinks about doctors, offices, and the healthcare experience.
Sometimes the most honest feedback about your practice doesn't come from a patient survey — it comes from a kid who has no reason to be polite about it. ✅ Each episode of the DocPreneur Leadership Podcast explores the business and leadership side of medicine through candid conversations with physicians, healthcare executives, attorneys, practice management experts, and industry innovators — hosted by Michael Tetreault, Editor-in-Chief of Concierge Medicine Today. If you're building, growing, or rethinking a concierge or membership-based practice, this is the conversation you didn't know you needed. ConciergeMedicineToday.net · Apple Podcasts · Spotify 🌐 ConciergeMedicineToday.com For general informational purposes only. Not medical, legal, or financial advice. Views expressed are those of the speakers and do not represent Concierge Medicine Today, LLC. Full terms: conciergemedicinetoday.com/tcpp The DocPreneur Leadership Podcast is produced by Concierge Medicine Today (CMT) — the industry's independent trade publication since 2007. Host of the annual Concierge Medicine Forum.
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355
Meet CrowdHealth CEO Andy Schoonover — A Peer-to-Peer Alternative to Health Insurance
Andy Schoonover didn't set out to disrupt healthcare — he set out to solve the $8,000 bill his insurance refused to pay after his daughter's surgery, and what he built instead is a peer-to-peer funding platform that's rewriting how Americans pay for care. LEARN MORE, Visit: https://www.joincrowdhealth.com/ ✅ Each episode of the DocPreneur Leadership Podcast explores the business and leadership side of medicine through candid conversations with physicians, healthcare executives, attorneys, practice management experts, and industry innovators — hosted by Michael Tetreault, Editor-in-Chief of Concierge Medicine Today. If you're building, growing, or rethinking a concierge or membership-based practice, this is the conversation you didn't know you needed. ConciergeMedicineToday.net · Apple Podcasts · Spotify 🌐 ConciergeMedicineToday.com For general informational purposes only. Not medical, legal, or financial advice. Views expressed are those of the speakers and do not represent Concierge Medicine Today, LLC. Full terms: conciergemedicinetoday.com/tcpp The DocPreneur Leadership Podcast is produced by Concierge Medicine Today (CMT) — the industry's independent trade publication since 2007. Host of the annual Concierge Medicine Forum.
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354
Concierge, DPC, integrative, connected care — what makes each model compliant, and what gets physicians into trouble.
The membership medicine landscape has never had more variations — and Jim Eischen has spent 32 years making sure physicians understand which version they're actually building before regulators tell them they got it wrong. Web Site: https://www.eischenlawoffice.com/about Email: [email protected] ✅ Each episode of the DocPreneur Leadership Podcast explores the business and leadership side of medicine through candid conversations with physicians, healthcare executives, attorneys, practice management experts, and industry innovators — hosted by Michael Tetreault, Editor-in-Chief of Concierge Medicine Today. If you're building, growing, or rethinking a concierge or membership-based practice, this is the conversation you didn't know you needed. ConciergeMedicineToday.net · Apple Podcasts · Spotify 🌐 ConciergeMedicineToday.com For general informational purposes only. Not medical, legal, or financial advice. Views expressed are those of the speakers and do not represent Concierge Medicine Today, LLC. Full terms: conciergemedicinetoday.com/tcpp The DocPreneur Leadership Podcast is produced by Concierge Medicine Today (CMT) — the industry's independent trade publication since 2007. Host of the annual Concierge Medicine Forum.
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353
Legal Considerations for Concierge Medicine Practices — with Jonna Eimer, Esq., Roetzel & Andress
Every concierge practice has unique patient agreements, partnership structures, and regulatory exposure — and attorney Jonna Eimer has spent her career making sure physicians understand what they're signing before it becomes a problem they can't unwind. Jonna D. Eimer is a health law and corporate attorney and shareholder at Roetzel & Andress in Chicago, Illinois. She represents numerous concierge medicine practices and has extensive experience with other innovative practice models. She also advises her clients – including physicians and physician groups, dentists, behavioral health clinicians, and other health care providers – in forming new practices, selling established practices, and negotiating employment and shareholder agreements, as well as guiding them with respect to regulatory matters. In addition, she counsels clients in forming management services organizations (MSOs) and navigating these sales to private equity. She can be reached at [email protected]. ✅ Each episode of the DocPreneur Leadership Podcast explores the business and leadership side of medicine through candid conversations with physicians, healthcare executives, attorneys, practice management experts, and industry innovators — hosted by Michael Tetreault, Editor-in-Chief of Concierge Medicine Today. If you're building, growing, or rethinking a concierge or membership-based practice, this is the conversation you didn't know you needed. ConciergeMedicineToday.net · Apple Podcasts · Spotify 🌐 ConciergeMedicineToday.com For general informational purposes only. Not medical, legal, or financial advice. Views expressed are those of the speakers and do not represent Concierge Medicine Today, LLC. Full terms: conciergemedicinetoday.com/tcpp The DocPreneur Leadership Podcast is produced by Concierge Medicine Today (CMT) — the industry's independent trade publication since 2007. Host of the annual Concierge Medicine Forum.
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352
Cash-Based Healthcare — How It Actually Works Legally with Jim Eischen, Esq.
Before you launch a concierge, DPC, or cash-based practice, there are compliance questions most physicians have never been asked — and Jim Eischen has spent 32 years making sure the answers don't cost them everything. Web Site: https://www.eischenlawoffice.com/about Email: [email protected] ✅ Each episode of the DocPreneur Leadership Podcast explores the business and leadership side of medicine through candid conversations with physicians, healthcare executives, attorneys, practice management experts, and industry innovators — hosted by Michael Tetreault, Editor-in-Chief of Concierge Medicine Today. If you're building, growing, or rethinking a concierge or membership-based practice, this is the conversation you didn't know you needed. ConciergeMedicineToday.net · Apple Podcasts · Spotify 🌐 ConciergeMedicineToday.com For general informational purposes only. Not medical, legal, or financial advice. Views expressed are those of the speakers and do not represent Concierge Medicine Today, LLC. Full terms: conciergemedicinetoday.com/tcpp The DocPreneur Leadership Podcast is produced by Concierge Medicine Today (CMT) — the industry's independent trade publication since 2007. Host of the annual Concierge Medicine Forum.
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351
From Cable News to Direct Primary Care — Meet Dr. Brian Blank, Founder of Ember Modern Medicine
Dr. Brian Blank spent years in cable news before deciding that family medicine — done his way, without insurance restrictions and seven-minute visits — was worth starting over for. https://embermodernmedicine.com/ ✅ Each episode of the DocPreneur Leadership Podcast explores the business and leadership side of medicine through candid conversations with physicians, healthcare executives, attorneys, practice management experts, and industry innovators — hosted by Michael Tetreault, Editor-in-Chief of Concierge Medicine Today. If you're building, growing, or rethinking a concierge or membership-based practice, this is the conversation you didn't know you needed. ConciergeMedicineToday.net · Apple Podcasts · Spotify 🌐 ConciergeMedicineToday.com For general informational purposes only. Not medical, legal, or financial advice. Views expressed are those of the speakers and do not represent Concierge Medicine Today, LLC. Full terms: conciergemedicinetoday.com/tcpp The DocPreneur Leadership Podcast is produced by Concierge Medicine Today (CMT) — the industry's independent trade publication since 2007. Host of the annual Concierge Medicine Forum.
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350
What happens when a world-class hospital system commits fully to the concierge medicine model.
Most concierge practices are independent by design — so when Baptist Health South Florida built the first hospital-based concierge program in Palm Beach County, it raised a genuinely interesting question: can the personalized, relationship-driven model survive inside a large healthcare system? Connect with Dr. Klein ... https://baptisthealth.net/doctors/baptist-health-medical-group/aaron-leb-klein/2059265 Learn More About Baptist Health Concierge ... https://baptisthealth.net/doctors/baptist-health-medical-group/aaron-leb-klein/2059265 SOURCE: https://baptisthealth.net/doctors/baptist-health-medical-group/aaron-leb-klein/2059265 ✅ Each episode of the DocPreneur Leadership Podcast explores the business and leadership side of medicine through candid conversations with physicians, healthcare executives, attorneys, practice management experts, and industry innovators — hosted by Michael Tetreault, Editor-in-Chief of Concierge Medicine Today. If you're building, growing, or rethinking a concierge or membership-based practice, this is the conversation you didn't know you needed. ConciergeMedicineToday.net · Apple Podcasts · Spotify 🌐 ConciergeMedicineToday.com For general informational purposes only. Not medical, legal, or financial advice. Views expressed are those of the speakers and do not represent Concierge Medicine Today, LLC. Full terms: conciergemedicinetoday.com/tcpp The DocPreneur Leadership Podcast is produced by Concierge Medicine Today (CMT) — the industry's independent trade publication since 2007. Host of the annual Concierge Medicine Forum.
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349
Finance as a Function in Your Practice — A Wealth Strategy Conversation with Eunicia Peret, Founder of Excelstra
Most physicians are high earners who have never been taught to think strategically about their wealth — and that gap quietly costs them more than almost any other business decision they make. 🌐 excelstra.com Eunicia Peret, founder and CEO of Excelstra, has delivered over $500 million in savings across hundreds of clients through unbiased, institution-independent wealth strategy coaching. In this conversation, she and Michael Tetreault break down what it actually means to treat finance as a function inside your practice — not an afterthought. ✅ Each episode of the DocPreneur Leadership Podcast explores the business and leadership side of medicine through candid conversations with physicians, healthcare executives, attorneys, practice management experts, and industry innovators — hosted by Michael Tetreault, Editor-in-Chief of Concierge Medicine Today. 🌐 ConciergeMedicineToday.org · Apple Podcasts · Spotify If you're building, growing, or rethinking a concierge or membership-based practice, this is the conversation you didn't know you needed. 🌐 ConciergeMedicineToday.com/podcast For general informational purposes only. Not medical, legal, or financial advice. Views expressed are those of the speakers and do not represent Concierge Medicine Today, LLC. Full terms: conciergemedicinetoday.com/tcpp The DocPreneur Leadership Podcast is produced by Concierge Medicine Today (CMT) — the industry's independent trade publication since 2007. Host of the annual Concierge Medicine Forum.
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348
Concierge Medicine for the Global Citizen — Meet Priyanka, Founder of HealthClic (U.K.)
HealthClic launched in London in 2015 as the city's first concierge medicine practice — and with a patient-to-doctor ratio of 50 families to one physician, it may be the most exclusive primary care model in the world. 🌐healthclic.co.uk Founder Priyanka built HealthClic for families accustomed to frequent travel, multiple residences, and a level of care that anticipates needs before complications arise. In this conversation, she and Michael Tetreault discuss what it took to bring the American concierge medicine model to the UK, what ultra high-net-worth patients expect that most practices never deliver, and what physicians everywhere can learn from building a practice where discretion and precision are non-negotiable. 🌐 ConciergeMedicineToday.org · Apple Podcasts · Spotify For general informational purposes only. Not medical, legal, or financial advice. Views expressed are those of the speakers and do not represent Concierge Medicine Today, LLC. Full terms: conciergemedicinetoday.com/tcpp 🌐 ConciergeMedicineToday.com/podcast DocPreneur Leadership Podcast is produced by Concierge Medicine Today (CMT) — the industry's independent trade publication since 2007. Host of the annual Concierge Medicine Forum.
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347
Why More Physicians Should Write — A Conversation with Novelist Gary Parker, PhD, Author of The Playbook
Most physicians are already storytellers — they just haven't put it on paper yet. Gary Parker, PhD, has written twenty published titles, and in this conversation with Michael Tetreault, he makes the case that more physicians should. 🌐 ConciergeMedicineToday.org They discuss why journaling matters for mental health, how to find a publisher, what it actually takes to write and sell a book, and what Gary's latest novel — The Playbook — can teach anyone in a leadership role about instinct, resilience, and the victories that don't come with a score. 🌐 Get the book: amazon.com (search The Playbook by Gary Parker) 🌐 ConciergeMedicineToday.net · Apple Podcasts · Spotify For general informational purposes only. Not medical, legal, or financial advice. Views expressed are those of the speakers and do not represent Concierge Medicine Today, LLC. Full terms: conciergemedicinetoday.com/tcpp DocPreneur Leadership Podcast is produced by Concierge Medicine Today (CMT) — the industry's independent trade publication since 2007. Host of the annual Concierge Medicine Forum.
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346
Bespoke Care vs. Concierge Medicine — Are They the Same Thing?
Healthcare loves rebranding familiar ideas with new words — and "bespoke care" is the latest term making the rounds. But is it actually different from concierge medicine, or is this another case of insideritis — where insiders debate labels while patients still don't understand what any of it means? 🌐 ConciergeMedicineToday.com In this solo episode, Michael Tetreault unpacks the language of membership medicine, traces where these terms come from, and makes the case that the substance of what you deliver matters far more than whatever word you put on the door. 🌐 ConciergeMedicineToday.org · Apple Podcasts · Spotify For general informational purposes only. Not medical, legal, or financial advice. Views expressed are those of the speakers and do not represent Concierge Medicine Today, LLC. Full terms: conciergemedicinetoday.com/tcpp DocPreneur Leadership Podcast is produced by Concierge Medicine Today (CMT) — the industry's independent trade publication since 2007. Host of the annual Concierge Medicine Forum.
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ABOUT THIS SHOW
The DocPreneur Leadership Podcast is the recorded history of membership medicine.Hosted by Michael Tetreault, Editor-in-Chief of Concierge Medicine Today — and a nearly 20-year student of this industry from the patient side of the exam room — this podcast explores concierge and membership-based medicine through candid conversations with physicians, healthcare executives, attorneys, practice management experts, and industry innovators.If you're a physician building, growing, or rethinking your practice — this is the conversation you didn't know you needed.Topics: Concierge Medicine · Membership Medicine · Physician Leadership · Practice Management & Growth · Healthcare Entrepreneurship · Patient Experience & Hospitality · Practice Design & Culture · Precision Medicine · Whole Genome Sequencing · Pharmacogenomics · Longevity Medicine · Functional & Integrative Medicine · Physician Burnout & Wellbeing · Succession Planning · Legal & Compliance · Accounting & Financial Planning · Ins
HOSTED BY
The Business & Leadership of Medicine w/ Michael Tetreault, Editor-in-Chief
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