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Content provided by Kari Lotzien. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kari Lotzien 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://ppacc.player.fm/legal.
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63 - Scaling your Practice - Time to Hire: Mini Series pt 3

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Manage episode 493276340 series 3504714
Content provided by Kari Lotzien. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kari Lotzien 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://ppacc.player.fm/legal.

Welcome to Part 3 of Kari Lotzien’s special mini-series designed for healthcare professionals navigating the world of business. In this episode, Kari—business and leadership coach and former occupational therapist—guides listeners through one of the most crucial decisions in private practice: when and how to scale.

Drawing from over two decades of firsthand experience building and selling a multidisciplinary healthcare practice, Kari opens up about the strategic thinking and mindset shifts required for sustainable growth. Whether you're overwhelmed as a solopreneur or eager to take your next step, this episode delivers practical frameworks and grounded advice.

Key Topics Discussed:

  • Know Before You Grow: Revisit Episode 1 for essential systems to solidify your business foundation, and Episode 2 for mastering ethical and effective sales in health and wellness.
  • The “Messy Middle”: Kari shares personal insights about the tension between the excitement of growing a team and the fear of losing control over client experience and brand integrity.
  • The CEO Shift: Before hiring, step away from the frontlines to reflect on your long-term vision, strengths, and the roles you want to delegate.
  • 3 Ways to Scale:
  1. Vertical Scaling: Hiring another clinician to replicate your service. Do it cautiously—create a waitlist and clear client expectations to prevent internal competition.
  2. Lateral Scaling: Add complementary services (e.g., massage therapy in a chiro clinic). Ideal for creating integrated, client-centered care.
  3. Foundational Scaling: Hiring admin staff. Often overlooked, but a crucial early investment to free your time and increase profitability.
  • Avoid Desperation Hiring: Make hiring decisions from a place of strategy, not burnout. Build a financial buffer and plan onboarding intentionally.
  • Leadership Matters: Transitioning into leadership requires new skills—clear communication, expectation setting, and structured onboarding. Passion and purpose should guide your job postings and team-building efforts.

Scaling a business isn't just about growth—it's about building a vision that serves both your clients and your life. Take your time, plan intentionally, and remember that every great leader started where you are right now. You've got this!

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.

Listen and subscribe on Apple Podcasts or Spotify—start building a business that works for you—not just because of you.

__

Work with Kari:

Contact Kari Lotzien | Be the Anchor:

  continue reading

64 episodes

Artwork
iconShare
 
Manage episode 493276340 series 3504714
Content provided by Kari Lotzien. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kari Lotzien 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://ppacc.player.fm/legal.

Welcome to Part 3 of Kari Lotzien’s special mini-series designed for healthcare professionals navigating the world of business. In this episode, Kari—business and leadership coach and former occupational therapist—guides listeners through one of the most crucial decisions in private practice: when and how to scale.

Drawing from over two decades of firsthand experience building and selling a multidisciplinary healthcare practice, Kari opens up about the strategic thinking and mindset shifts required for sustainable growth. Whether you're overwhelmed as a solopreneur or eager to take your next step, this episode delivers practical frameworks and grounded advice.

Key Topics Discussed:

  • Know Before You Grow: Revisit Episode 1 for essential systems to solidify your business foundation, and Episode 2 for mastering ethical and effective sales in health and wellness.
  • The “Messy Middle”: Kari shares personal insights about the tension between the excitement of growing a team and the fear of losing control over client experience and brand integrity.
  • The CEO Shift: Before hiring, step away from the frontlines to reflect on your long-term vision, strengths, and the roles you want to delegate.
  • 3 Ways to Scale:
  1. Vertical Scaling: Hiring another clinician to replicate your service. Do it cautiously—create a waitlist and clear client expectations to prevent internal competition.
  2. Lateral Scaling: Add complementary services (e.g., massage therapy in a chiro clinic). Ideal for creating integrated, client-centered care.
  3. Foundational Scaling: Hiring admin staff. Often overlooked, but a crucial early investment to free your time and increase profitability.
  • Avoid Desperation Hiring: Make hiring decisions from a place of strategy, not burnout. Build a financial buffer and plan onboarding intentionally.
  • Leadership Matters: Transitioning into leadership requires new skills—clear communication, expectation setting, and structured onboarding. Passion and purpose should guide your job postings and team-building efforts.

Scaling a business isn't just about growth—it's about building a vision that serves both your clients and your life. Take your time, plan intentionally, and remember that every great leader started where you are right now. You've got this!

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.

Listen and subscribe on Apple Podcasts or Spotify—start building a business that works for you—not just because of you.

__

Work with Kari:

Contact Kari Lotzien | Be the Anchor:

  continue reading

64 episodes

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