Episode 142: The 5 Steps to Successful Delegation (with Uriah Guilford) 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 142: The 5 Steps to Successful Delegation (with Uriah Guilford)

May 17, 2024 • Julie Herres • Season 4 • Episode 142

Mastering Delegation: A Guide for Therapy Practice Owners

This episode of 'Therapy for Your Money' features host Julie Herres and guest Uriah Guilford discussing the importance of efficiency, delegation, and reducing stress for therapy practice owners. Uriah, a group practice owner and the founder of Productive Therapist shares his personal mission of making work and life easier and more fun. He introduces a five-step process for successful delegation: 1) Create a clear goal, 2) Create a written procedure (SOP), 3) Do effective training, 4) Give clear feedback, and 5) Maintain good accountability. Throughout the conversation, both speakers emphasize the significance of delegated tasks to prevent burnout, improve business efficiency, and ensure practice profitability.

Show Highlights

00:00 Welcome to Therapy for Your Money: Introducing the Host and the Mission
00:47 Efficiency and Delegation: A Conversation with Uriah Guilford
04:03 The Art of Delegation: Uriah's Mini Manifesto and the Importance of Team Building
07:03 Breaking Down the Steps to Successful Delegation
11:24 Exploring the First Step of Delegation: Setting Clear Goals
14:49 Creating SOPs: The Foundation of Effective Delegation
19:17 The Importance of Training in the Delegation Process
21:30 Unlocking the Secrets of Effective Training
22:13 Introducing Therapy Intake Pro: A Game-Changer for Training
23:10 The Art of Feedback: Navigating the Delicate Balance
25:48 Celebrating Success: The Power of Positive Feedback
26:54 The Magic of Mini Awards: Boosting Morale and Recognition
30:14 The Final Frontier: Accountability in Delegation
37:06 Discovering the Best Business and Productivity Books

Guest Links

Profit First for Therapists: https://amzn.to/3V9Eax3
Feel Good productivity: https://amzn.to/425rxoh
SOP tool: www.waybook.com
The Magic Call Script: https://productivetherapist.com/magic/

Links and Resources

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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