Episode 134: Strategies for Making Retreats Profitable (with Patrick Casale) Artwork

Therapy For Your Money

Welcome to Therapy for your Money, a podcast about all things money and finance for private practice owners! If you are ready to feel confident and in-control of your financial life, then you are in the right spot. Therapy for our Money is hosted by Julie Herres, the CEO and Founder of GreenOak Accounting. She and her firm specialize in working with private practice owners across the United States, and have assisted hundreds of private practices with increasing their financial stability and profitability. She is on a mission to share her best practices she's learned along the way through her successful career as an accountant, discusses financial topics with a wide variety of guests, and help her listeners make data driven decisions to help their businesses.

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Therapy For Your Money

Episode 134: Strategies for Making Retreats Profitable (with Patrick Casale)

March 22, 2024 • Season 4 • Episode 134

In this episode of 'Therapy for Your Money,' host Julie Herres and retreat planning expert Patrick Casale delve deep into the world of retreats. They discuss strategies for successful retreat planning, including creating a detailed budget, understanding the true costs, setting realistic prices, developing effective marketing strategies, and offering add-ons such as CEUs (Continuing Education Units), excellent accommodation, and local experiences to attract participants. Patrick's experience planning retreats and his tips for overcoming common challenges provide invaluable insights for anyone considering launching their own retreats.

Show Highlights

00:04 Introduction to the Podcast
00:47 Guest Introduction: Patrick Gasol
00:55 The Concept of Profitable Retreats
02:00 Patrick's Journey into Retreat Hosting
05:48 Challenges and Learnings in Retreat Planning
09:41 Financial Aspects of Retreat Planning
15:53 Marketing Strategy for Retreats
25:15 The Role of Sponsors in Retreats
28:19 Stressful Moments in Retreat Planning
31:08 Advice for First-Time Retreat Planners
32:44 Conclusion and Contact Information

Links and Resources

All Things Private Practice - Podcast
All Things Private Practice - Instagram
All Things Private Practice - Webpage
GreenOak Accounting - www.GreenOakAccounting.com
Therapy For Your Money Podcast - www.TherapyForYourMoney.com
Profit First for Therapists - www.ProfitFirstForTherapists.com
Profit First Academy - www.ProfitFirstForTherapists.com/Academy

Podcast Production and Show Notes by Course Creation Studio

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