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.

All Episodes

Therapy For Your Money

Episode 144: Your sales funnel: Who is your Ideal Client Avatar? (with Jenn Fredette)

May 31, 2024 • Julie Herres • Season 4 • Episode 146

Therapy for Your Money: Unveiling the Power of Marketing in Therapy Practices

In this episode of Therapy for Your Money, host Julie Herres, an accountant and owner of Green Oak Accounting, explores the crucial yet often avoided topics of money and marketing for therapy practice owners. Joined by guest Jenn Fredette, a psychotherapist and marketing enthusiast, the discussion delves into overcoming the challenges associated with financial management and marketing within a private practice. Jenn shares her journey from psychotherapist to marketing mentor, emphasizing the similarities between clinical work and marketing and the importance of authentic connection with potential clients. The episode covers strategies for effective marketing, the significance of visibility, dealing with self-sabotage and avoidance, and crafting messages that resonate with ideal clients. Furthermore, Jenn introduces her flagship program aimed at helping therapists achieve a full and fulfilling caseload. The show concludes with Jenn's book recommendations for business owners and provides information on how listeners can access her programs.

Show Highlights

00:00 Welcome to Therapy for Your Money
00:49 Introducing Jen Fredette: A Psychotherapist's Journey into Marketing
01:07 The Psychology of Marketing for Therapists
03:56 Overcoming Marketing Avoidance and Embracing Visibility
07:26 Crafting a Successful Marketing Funnel
18:13 Effective Strategies for Crafting Your Message
23:09 Unlocking a Full Caseload: Strategies and Soul
26:05 Jen's Favorite Business Books and Closing Thoughts

Guest Resources

Full Caseload Unlocked
A Thinker’s Guide on Instagram: @athinkersguide
A Thinker’s Guide on Tiktok: @athinkersguide

Book Recommendations

Building a Storybrand by Donald Miller
Do Less by Kate Northrup

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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