))
61 - Business Planning for Therapists: Mini Series pt 1
Manage episode 487950101 series 3504714
In this powerful kickoff to her special mini-series, Kari Lotzien, business and leadership coach and former occupational therapist, shares how her personal journey from solopreneur to successful healthcare business owner and eventual seller informs her mission to support others on the same path.
This episode focuses on the foundations healthcare providers need to build a sustainable, scalable business. Drawing from both real-world experience and formal training, Kari shares the mindset shifts and five core systems that lay the groundwork for growth—without burnout.
Key Topics Discussed:
- Clinician-to-CEO mindset shift: Why many healthcare business owners don't even realize they're running a business—and what needs to change.
- Revenue vs. freedom tension: Why the “more clients = more revenue” model keeps you stuck, and how to shift toward building a real business.
- Avoiding burnout: Kari shares her early mistakes and how better systems can help you avoid working nights, weekends, and during family time.
- The five foundational systems every practice needs:
- Client scheduling – automate and protect your time and boundaries from day one.
- Financial tracking – know your numbers and what “enough” looks like for you.
- Decision-making support – don't grow alone; why finding your community or coach matters.
- Workflows – get systems out of your head and into repeatable processes.
- Client education – set expectations early with policies, boundaries, and clear communication.
Download your Free 5-Systems Foundation Checklist and start strengthening the core of your healthcare practice today. Whether you're just starting or already scaling, these essential systems will help you reclaim your time, protect your energy, and set your business up for long-term success.
Subscribe and leave a review on Apple Podcasts or Spotify—it helps other purpose-driven leaders find this message.
Work with Kari:
Contact Kari Lotzien | Be the Anchor:
DOWNLOAD your checklist for this episode:
62 episodes
Share
