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Episode #708: Better Money Systems. feat. Randall Avery, CFP, CFA

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Manage episode 521281899 series 2807689
Content provided by Allison Puryear. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Allison Puryear or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Randall Avery, CFP, CFA, joins me to share practical, grounded strategies for navigating the financial side of private practice. We dig into how therapists can choose fees that feel aligned, keep their business finances cleanly organized, and build the kind of financial cushion that supports both personal stability and long-term practice growth. Randall also breaks down actionable steps like identifying your ideal client population, automating retirement savings, and making thoughtful decisions about professional development so it strengthens—rather than stresses—your practice. The conversation centers on creating a financially secure, sustainable, and values-driven private practice.

Sponsored by TherapyNotes®: Looking to switch EHRs? Try TherapyNotes® for 2 months free by using promo code ABUNDANT at therapynotes.com.

Ready to fill your practice faster? Join the Abundance Party today and get 75% off your first month with promo code PODCAST: www.abundancepracticebuilding.com/abundanceparty

Learn more about today's guest here: https://www.abundancepracticebuilding.com/blog

  continue reading

100 episodes

Artwork
iconShare
 
Manage episode 521281899 series 2807689
Content provided by Allison Puryear. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Allison Puryear or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Randall Avery, CFP, CFA, joins me to share practical, grounded strategies for navigating the financial side of private practice. We dig into how therapists can choose fees that feel aligned, keep their business finances cleanly organized, and build the kind of financial cushion that supports both personal stability and long-term practice growth. Randall also breaks down actionable steps like identifying your ideal client population, automating retirement savings, and making thoughtful decisions about professional development so it strengthens—rather than stresses—your practice. The conversation centers on creating a financially secure, sustainable, and values-driven private practice.

Sponsored by TherapyNotes®: Looking to switch EHRs? Try TherapyNotes® for 2 months free by using promo code ABUNDANT at therapynotes.com.

Ready to fill your practice faster? Join the Abundance Party today and get 75% off your first month with promo code PODCAST: www.abundancepracticebuilding.com/abundanceparty

Learn more about today's guest here: https://www.abundancepracticebuilding.com/blog

  continue reading

100 episodes

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