Healthy Wealthy & Smart

In this episode of the Healthy, Wealthy and Smart podcast, Dr. Karen Litzy interviews Pete Moore, founder of Integrity Square, discussing the evolution of the health, active lifestyle, and outdoor sector, known as Halo. They explore the shortcomings of the term 'wellness', the importance of understanding business valuations and KPIs, and the emotional readiness required for business transitions. Pete shares insights on navigating growth, preparing for exits, and the significance of knowing one's competitors and market position. Takeaways The term 'wellness' is outdated and not serving the industry. Understanding your market position is crucial for business success. Local libraries can be valuable resources for business research. Key performance indicators (KPIs) are essential for evaluating business health. Emotional readiness is as important as financial readiness for business transitions. Knowing your competitors helps in strategic planning. Valuations are driven by more than just revenue multipliers. Founders often overlook the importance of mental preparation for exits. Networking and mentorship are vital for entrepreneurial growth. Continuous learning and adaptation are key to success in the Halo sector. Chapters 00:00 Introduction to Halo and Wellness 01:49 Navigating Business Growth and Exits 03:22 Understanding Valuations and KPIs 05:54 Emotional Readiness for Business Transitions 06:56 Quickfire Insights for Entrepreneurs More About Pete: Pete is the Founder, Managing Partner and Chief Dream Architect at Integrity Square ("ISQ"), a leading boutique financial advisory firm focused on the $4.7T Health, Active Lifestyle, Outdoor ("HALO") sector. Since founding ISQ in 2010, the firm has played an active advisory role in 100+ mergers & acquisitions, private placements and advisory assignments across North America. Pete Moore and his team have also invested in passionate entrepreneurs at HigherDOSE, XTEND, and Promotion Vault. ISQ's media and "live education" properties include HALO Talks, the leading B2B podcast in the sector, Time To Win Again, and the HALO Academy, an Executive Education Bootcamp Series. Prior to ISQ, Pete was Head of the Active Lifestyle & Wellness Group at Sagent Advisors (2003-2010.) Prior to 2003, Pete was co-founder of FitnessInsite, a SasS sales management platform with 1500+ clients (based in AZ.) At FitnessInsite, Pete invested his personal capital, leveraged his credit cards and learned what it takes to manage a startup. Pete built his business and financial acumen on top of the foundation laid at three critical positions early in his career: Senior Associate at Brockway Moran & Partners, the private equity owner of Gold's Gym International, Inc; worked as an Associate at Donaldson, Lufkin & Jenrette; and an Analyst at Chase Securities. (Now JP Morgan.) ISQ saw a need for a deeper & more useful level of education in the HALO sector. In response, we launched the HALO Talks podcast, with 500+ completed interviews and over 120,000 downloads. HALO Talks has become a "must listen" for anyone working or investing in the sector. Pete graduated from Emory University (BBA, 1994) and received his MBA from Harvard Business School (1999.) While at HBS, he co-founded IRON PLANET, the leading B2B auction site for used heavy equipment, which was sold to Ritchie Bros for $758 million. His hobbies include: Football, basketball, tennis, podcasting, amateur ventriloquism, pro bono DJ and fitness enthusiast. Notable Stats: Wingspan 76", 33 yard dash at 4.3 seconds. Resources from this Episode: Pete's Website Pete on LinkedIn Jane Sponsorship Information: Book a one-on-one demo here Mention the code LITZY1MO for a free month Follow Dr. Karen Litzy on Social Media: Karen's Instagram Karen's LinkedIn Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio

In this episode, Dr. Karen Litzy discusses the critical issue of falls among the elderly with Nikesh Patel, PT, a physical therapist and executive director of the Alliance for Physical Therapy Quality and Innovation. They explore alarming statistics on falls, the need for proactive prevention strategies, and the SAFE Act, which aims to address fall risks and improve the quality of life for older adults. The conversation emphasizes the importance of advocacy and the role of physical therapists in preventing falls and promoting independence in aging individuals. Takeaways Falls are the leading cause of injury-related death in people over 65. · Many falls are preventable, and physical therapists play a key role in prevention. · The healthcare system is often reactive rather than proactive regarding fall prevention. · The SAFE Act aims to provide fall risk assessments through physical therapy. · Therapists are underpaid and need to advocate for better compensation. · The SAFE Act could be the first legislation to include therapists in preventive care under Medicare. · Advocacy for the SAFE Act requires storytelling and personal experiences. · The economic impact of falls extends beyond healthcare costs to workforce participation. · Aging does not mean losing independence; proactive measures can help maintain it. · The importance of persistence in advocacy efforts for healthcare legislation. Chapters 00:00 Understanding the Fall Crisis in America · 09:59 Proactive Approaches to Fall Prevention · 20:10 The SAFE Act: A Legislative Solution · 29:56 Advocacy and the Role of Physical Therapists · More About Nick: Working at the intersection of clinical care, public policy, and prevention. Nikesh Patel is a physical therapist and the Executive Director of the Alliance for Physical Therapy Quality & Innovation, also known as APTQI. APTQI represents organizations committed to improving access to high-quality physical therapy — and right now, they're championing bipartisan legislation in Congress called the Stopping Addiction and Falls for the Elderly Act, or the SAFE Act. Resources from this Episode APTQI APTQI on LinkedIn APTQI on Instagram Jane Sponsorship Information: Book a one-on-one demo here Mention the code LITZY1MO for a free month Follow Dr. Karen Litzy on Social Media: Karen's Instagram Karen's LinkedIn Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio

In this episode of the Healthy, Wealthy and Smart podcast, Dr. Karen Litzy interviews Rachel Burr about leadership, transformation, and the challenges of navigating change. They discuss the importance of understanding one's core identity, the messy process of transformation, and the significance of emotional intelligence in leadership. Rachel emphasizes the need for leaders to recognize their strengths and weaknesses through feedback and self-assessment, and she offers insights into building resilience and adapting to the evolving landscape of leadership. Takeaways · Leadership is about authenticity, not fitting a mold. · The messy middle of change is essential for transformation. · Recognizing signs of stagnation can lead to personal growth. · Emotional intelligence is crucial for effective leadership. · Feedback from peers and mentors is vital for self-awareness. · Leaders should focus on their strengths while addressing weaknesses. · Humor can be a powerful tool in leadership. · Continuous learning is necessary to stay relevant in leadership. · Understanding emotions can enhance decision-making and relationships. · Building a path to leadership requires self-discovery and action. Chapters · 00:00 Introduction to Leadership and Transformation · 03:57 The Messy Middle of Change · 09:59 Recognizing Signs of Stagnation · 14:45 Building Emotional Intelligence · 19:43 Assessing Leadership Strengths and Weaknesses · 33:43 Future of Leadership Development More About Rachel: Rachel Burr is an executive coach, leadership consultant, and people expert with over 20 years of experience helping leaders and organizations unlock their full potential. She guides high-performing individuals, often promoted for their individual excellence, to develop authentic leadership by embracing their unique strengths, talents, and passions. Rachel's evidence-based approach involves honest assessments of strengths, weaknesses, and values, confronting challenges, and identifying actionable steps to achieve goals. With insight, action, and humor, she coaches executives and teams, facilitates transformative team sessions, and navigates complex change to build high-performing teams rooted in strength, alignment, and integrity. Rachel is the author of her book, Butterfly Goo: The Down and Dirty Truth of Transformation, which chronicles her transformative journey through mishaps and triumphs, mirroring her coaching approach of guiding leaders through change with insight and humor. Resources from this Episode Rachel's Website Rachel on LinknedIn Rachel on Instagram Rachel on Facebook Link to Rachel's Book Free Gift: Playground Area Workbook Downloads from my book - "Butterfly Goo: The Down and Dirty Truth of Transformation." Jane Sponsorship Information: Book a one-on-one demo here Mention the code LITZY1MO for a free month Follow Dr. Karen Litzy on Social Media: Karen's Instagram Karen's LinkedIn Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio

In this episode, Dr. Karen Litzy and Dr. Stephanie Weyrauch discuss the evolving landscape of physical therapy as they look ahead to 2026. They explore the identity crisis within the profession, the shift from volume to value, the role of AI, the importance of clinician leadership, and the need for community building over social media algorithms. The conversation emphasizes the proactive nature of physical therapy and the opportunities for growth and visibility in the field. Takeaways · Physical therapy is at a pivotal moment with evolving technology. · The profession faces an identity crisis regarding its role and value. · Visibility and storytelling are crucial for physical therapy practices. · AI can enhance patient care by taking over mundane tasks. · Clinicians should embrace leadership roles beyond traditional settings. · Building community is essential for the future of healthcare. · Proactive care can prevent injuries and improve quality of life. · Trust is the new currency in healthcare interactions. · Physical therapists can help patients age gracefully and actively. · Advocacy for the profession is vital for its future growth. Chapters · 00:00 Introduction to the State of Physical Therapy · 11:22 APTA's Strategic Framework for 2030 · 14:52 Physical Therapy's Identity Crisis and Opportunities · 26:26 Navigating the Identity Crisis in Physical Therapy · 32:24 The Shift from Volume to Value in Healthcare · 36:39 Embracing AI: A Tool for Enhancement, Not Replacement · 40:41 Clinicians as Leaders: Expanding Roles Beyond Treatment · 45:19 Building Community Over Algorithms More About Dr. Weyrauch: Stephanie Weyrauch, PT, DPT is a doctor of physical therapy with MovementX in Billings, Montana. She helps people across all ages and abilities reduce pain, increase strength, restore mobility and balance, and optimize performance. Specialties: -Pelvic Health PT for All Genders -Pre/Post Pregnancy & Obstetric Rehabilitation -Sports Injury Recovery and Prevention -Hands-On Manual Therapy -Post-Surgical Rehabilitation -Balance Training & Falls Prevention -Group or Family Sessions -Telehealth (offered in North Dakota, Montana, Connecticut, and Minnesota) Resources from this Episode: Stephanie on Instagram Stephanie on LinkedIn Stephanie on Substack Dr. Eva Norman's Healthy Wealthy & Smart episode Dr. Rebecca Seagraves Instagram Jane Sponsorship Information: Book a one-on-one demo here Mention the code LITZY1MO for a free month Follow Dr. Karen Litzy on Social Media: Karen's Instagram Karen's LinkedIn Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio

In this episode of the Healthy, Wealthy, and Smart podcast, host Dr. Karen Litzy welcomes Dr. Eva Norman, a seasoned physical therapist with over 25 years of experience. Dr. Norman shares her journey of establishing a unique physical therapy model that operates outside the traditional insurance framework. She discusses the inception of her business, Live Your Life, which provides personalized, in-home therapy services tailored to individual needs. The conversation delves into the challenges and successes of running a cash-based practice, the importance of listening to clients, and the innovative approaches Dr. Norman has implemented to transform patient care. Takeaways Dr. Eva Norman's practice focuses on personalized, in-home therapy services. The business model operates outside traditional insurance frameworks. Listening to clients' needs is crucial for business growth and patient satisfaction. Dr. Norman's practice offers a wide range of services, including physical, occupational, and speech therapy. The practice has expanded to include acupuncture, massage, and dietitian services. Partnerships with local agencies enhance service delivery and patient care. Telehealth services have been integrated to reach underserved areas. The practice emphasizes the importance of a holistic approach to patient care. Dr. Norman's innovative model has led to numerous patient success stories. The conversation highlights the value of diversifying services in a cash-based practice. Chapters 00:00:00 Introduction and Guest Welcome 00:00:00 Dr. Eva Norman's Background 00:00:00 Inception of Live Your Life 00:00:00 Challenges and Successes 00:00:00 Innovative Therapy Approaches 00:00:00 Expanding Services and Partnerships 00:00:01 Telehealth and Holistic Care 00:00:01 Patient Success Stories 00:00:01 Advice for Aspiring Therapists 00:00:01 Conclusion and Contact Information More About Dr. Norman: Dr. Eva Norman has been practicing physical therapy for more than 25 years. Her passion and commitment continue to be to bring the benefits of physical therapy to the residents of her community and to those in need of it in the surrounding counties. She received her B.S. and M.S. degrees in Physical Therapy in 1996 and her Doctor of Physical Therapy degree in 2009, from Thomas Jefferson University in Philadelphia, PA. Through the years, Dr. Norman has practiced in different practice settings with patients of all ages with various diagnoses. Early on in her career she developed a strong interest in geriatric rehabilitation. To expand her skill set over the years she has taken numerous continuing education courses and also worked in the areas of neurology, orthopedics and cardiopulmonary rehabilitation. In April 2013, she became a Certified Exercise Expert for the Aging Adult. Dr. Norman is currently licensed in Minnesota and Florida. She is an active member of the American Physical Therapy Association (APTA) since 1994. Currently, he is the APTA Federal Affairs Liaison for Florida and PT PAC Ambassador for Florida. Dr. Norman also serves on the Board of Trustees for the Foundation for Physical Therapy Research. In September of 2009, Eva founded Live Your Life Physical Therapy, LLC in response to her passionate desire to offer to her clients, patients, and the public, services (both in home and the community) that could help them to experience health, wellness, and a more active lifestyle throughout their life spans, through the creative applications of preventative and rehabilitative physical therapy. Resources from this Episode: Live Your Life PT Live Your Life on Instagram Dr. Norman on LinkedIn Live Your Life on Facebook Jane Sponsorship Information: Book a one-on-one demo here Mention the code LITZY1MO for a free month Follow Dr. Karen Litzy on Social Media: Karen's Instagram Karen's LinkedIn Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio

In this episode of the Healthy, Wealthy and Smart podcast, host Dr. Karen Litzy sits down with Amy-Lynn Taylor, Jane's Customer Insights and Enablement Expert, to discuss the innovative solutions Jane offers to healthcare practitioners. Amy shares her journey from the US support team to her current role, emphasizing the importance of customer feedback in product development. The conversation covers Jane's AI scribe, community building, and upcoming features, providing listeners with insights into how Jane is transforming the healthcare industry. Takeaways Amy Lynn Taylor emphasizes the importance of customer feedback in product development. Jane offers a free plan for practitioners to try AI Scribe with up to five notes a month. The AI scribe has been a game-changer for many practitioners, improving their workflow. Jane's community-building began organically and remains a priority. The platform integrates AI to enhance user experience and streamline processes. Jane's customer support is highly praised for its dedication and effectiveness. Upcoming features include secure messaging and telehealth capabilities in the client app. Jane websites can now be created quickly with AI, integrating seamlessly with the platform. The platform's community includes Facebook groups for users and non-users to connect. Jane's AI tools help clinics build their social media presence and improve SEO. Chapters 00:00:00 Introduction and Guest Welcome 00:00:00 Amy Lynn Taylor's Journey and Role 00:00:00 Jane's AI Scribe and Free Plan 00:00:00 Community Building and Customer Support 00:00:00 Upcoming Features and Innovations 00:00:00 Conclusion and Key Takeaways More About Amy-Lynn: Amy-Lynn is part of the amazing team that helps Jane's Customer Success crew work smarter, not harder. She is passionate about keeping the voice of the customer at the heart of everything I do. That means finding ways to turn feedback into action, streamline processes, and make life easier for the incredible people who spend their day fulfilling Jane's mission to "Help the Helpers." It's part detective work, part problem-solving, and 100% about creating a better experience for everyone. Resources from this Episode: Jane EMR Jane on Facebook Jane on Instagram Jane App Community on FB Jane App US Billing Community on FB Amy-Lynn on LinkedIn Jane Sponsorship Information: Book a one-on-one demo here Mention the code LITZY1MO for a free month Follow Dr. Karen Litzy on Social Media: Karen's Instagram Karen's LinkedIn Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio

In this episode of the Healthy, Wealthy, and Smart podcast, host Karen Litzy welcomes Dr. Sara Tariq, MD, to discuss holistic patient care. Dr. Tariq shares her journey from academia to concierge medicine, emphasizing the importance of understanding patients' social and environmental contexts. She highlights the significance of addressing the whole person, including mental health, lifestyle, and social determinants of health. The conversation also covers women's health, particularly challenges faced during perimenopause and menopause, and the need for personalized, empathetic healthcare. Takeaways Dr. Tariq emphasizes the importance of understanding patients' social and environmental contexts. She transitioned from academia to concierge medicine to provide more personalized care. Holistic care includes addressing mental health, lifestyle, and social determinants of health. Women's health, especially during perimenopause and menopause, requires personalized attention. Dr. Tariq advocates for longer patient interactions to understand their unique needs. She highlights the role of social history in understanding patient health. Empathy and active listening are crucial in building patient trust. Dr. Tariq discusses the impact of zip code on health outcomes. She encourages patients to advocate for themselves in healthcare settings. The episode underscores the need for healthcare systems to support holistic patient care. Chapters 00:00:00 Introduction and Guest Welcome 00:00:00 Dr. Tariq's Journey from Academia to Concierge Medicine 00:00:00 Holistic Patient Care and Social Determinants 00:00:00 Women's Health: Perimenopause and Menopause 00:00:01 Building Trust and Empathy in Healthcare 00:00:01 Advocating for Holistic Patient Care More About Dr. Tariq: With over two decades of experience in internal medicine Dr. Tariq is passionate about helping patients feel their best. She builds genuine connections, focuses on preventing illness, and supports managing chronic conditions with care tailored to each person. Her goal is to help every patient take charge of their health with confidence. Dr Tariq is multi-lingual and offers exceptional patient support in English, Spanish, Urdu and Hindi. Dr. Tariq is committed to helping her patients feel their best and take charge of their health. She provides care for chronic conditions like diabetes, obesity, and high blood pressure, while also focusing on women's health, mental well-being, and weight management. Patients appreciate her warm, supportive approach and her dedication to making healthcare feel personal and approachable. Before joining NVFP, Dr. Tariq spent over 20 years caring for patients and mentoring future doctors. At the University of Arkansas for Medical Sciences (UAMS), she held leadership roles where she taught thousands of physicians the importance of building trust and connection with their patients. Beyond her clinical work, she is also committed to sharing knowledge with the community, offering insights on public health topics through social media and local programs. Resources from this Episode: Dr. Tariq Jane Sponsorship Information: Book a one-on-one demo here Mention the code LITZY1MO for a free month Follow Dr. Karen Litzy on Social Media: Karen's Instagram Karen's LinkedIn Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio

In this episode of the Healthy, Wealthy, and Smart podcast, host Dr. Karen Litzy welcomes Dr. Pedro Teixeira, MD, PhD, co-founder and CEO of Prediction Health. They discuss the intersection of technology and healthcare, focusing on how tech can enhance clinical care and improve healthcare performance. Dr. Teixeira shares insights from his journey developing AI tools for clinical documentation and analytics, emphasizing the importance of mission-driven work, navigating ambiguity, and the parallels between tech founders and clinicians. Takeaways Dealing with ambiguity is crucial in both tech and healthcare. Tracking progress with meaningful metrics is essential. Feedback from real users leads to valuable insights. AI can significantly reduce clinicians' documentation time. Human elements are vital in tech and healthcare systems. Continuous improvement is key to success. Selling outcomes is more effective than selling products. Data interpretation requires context and thoughtful analysis. Trying and failing is better than not trying at all. Chapters · 00:00:00 Introduction and Guest Introduction · 00:00:00 Parallels Between Tech Founders and Clinicians · 00:00:00 Mission-Driven Work and Dealing with Ambiguity · 00:00:00 Importance of Metrics and Feedback · 00:00:01 AI's Role in Reducing Documentation Time · 00:00:01 Human Elements in Tech and Healthcare · 00:00:01 Continuous Improvement and Selling Outcomes · 00:00:02 Data Interpretation and Context · 00:00:02 Advice on Trying and Failing More About Dr. Teixeira: Pedro Teixeira, MD, PhD, is the Co-founder and CEO of PredictionHealth, a Prompt company that is addressing one of healthcare's fundamental challenges: clinical documentation. Under his leadership since 2017, PredictionHealth developed an AI platform that delivers analytics to power better organizational performance and a documentation assistant that turns patient-provider conversations into compliant documentation so clinicians can focus more on patient care. Dr. Teixeira's expertise in biomedical informatics was honed during his time as an MD/PhD candidate at Vanderbilt University Medical Center, where he collaborated with leaders in biomedical informatics. Before this, he earned a Master's degree in Biomedical Informatics from Vanderbilt University and a Bachelor's degree in Biochemical Sciences and Computer Science from Harvard University. Driven by a mission to make it easy for clinicians to deliver the best care to every patient every time, Dr. Teixeira's work continues to bridge the gap between data science and clinical excellence. Resources from this Episode: Dr. Teixeira on LinkedIn Prompt Health Jane Sponsorship Information: Book a one-on-one demo here Mention the code LITZY1MO for a free month Follow Dr. Karen Litzy on Social Media: Karen's Instagram Karen's LinkedIn Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio

In this episode of the Healthy, Wealthy and Smart podcast, host Dr. Karen Litzy is joined by Liane Wood, RP, a seasoned entrepreneur and registered psychotherapist. They discuss the transition from clinician to CEO, focusing on the mindset and identity shifts required. Liane shares her journey from running insurance brokerages to becoming a psychotherapist and eventually helping others build thriving private practices. The conversation covers the importance of systems, niching, and value-based pricing, as well as overcoming perfectionism and burnout. Takeaways Transitioning from clinician to CEO requires significant mindset shifts. Building systems in practice saves time, energy, money, and stress. Niching helps therapists attract the right clients. Value-based pricing focuses on transformation rather than time. Overcoming perfectionism is crucial for business growth. Delegation is key to scaling a practice. Balancing working in and on the practice prevents burnout. Shifting from fear to excitement can drive business vision. Therapists can be both compassionate clinicians and confident business owners. Successful therapists integrate strategic planning into their practice. Chapters · 00:00:00 Introduction and Guest Introduction · 00:00:00 Liane's Journey from Insurance to Therapy · 00:00:00 The Importance of Systems and Niching · 00:00:00 Value-Based Pricing and Overcoming Perfectionism · 00:00:01 Balancing Practice Work and Preventing Burnout · 00:00:01 Leadership and Vision in Therapy · 00:00:01 Conclusion and Key Takeaways More About Liane: Liane Wood is a registered psychotherapist, private practice mentor, and the host of The Build Your Private Practice Podcast. With a background as the former CEO of an insurance brokerage, Liane brings a unique blend of business strategy and clinical insight to her work. She supports mental health therapists in building profitable, sustainable private practices that align with their lives—not just their caseloads. Through her podcast and programs, Liane helps therapists step confidently into the role of business owner, with clarity, integrity, and impact. Resources from this Episode: Build Your Private Practice Website Build Your Private Practice on Instagram Jane Sponsorship Information: Book a one-on-one demo here Mention the code LITZY1MO for a free month Follow Dr. Karen Litzy on Social Media: Karen's Instagram Karen's LinkedIn Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio

In this episode of the Healthy, Wealthy, and Smart Podcast, host Dr. Karen Litzy welcomes Dr. Nick Schmidt, a practicing physical therapist and founder of PT Assist and the Physical Therapy Project. Dr. Schmidt shares his journey from a pre-pharmacy student to a passionate advocate for innovative revenue streams in physical therapy. The conversation delves into the importance of cash-based services, the potential of retail sales in clinics, and the creation of a supportive community for physical therapists. Dr. Schmidt emphasizes the need for sustainable business practices and the role of physical therapists as musculoskeletal experts. Takeaways The transition from traditional to cash-based models can enhance revenue. Retail sales in clinics offer a viable revenue stream with the right products. Building a community among physical therapists fosters growth and innovation. Understanding the market and patient needs is crucial for success. Integrating new technologies requires careful consideration and planning. Consistency and passion are key to professional growth. Collaboration with other practice owners can provide valuable insights. The importance of aligning new revenue streams with clinic capabilities. The role of physical therapists as primary musculoskeletal care providers. The value of connecting with like-minded professionals in the field. Chapters [00:00] Introduction and Welcome · [02:15] Dr. Nick Schmidt's Background and Journey · [05:30] Exploring Cash-Based Services · [10:45] The Role of Retail Sales in Clinics · [15:20] Building the Physical Therapy Project Community · [20:00] Innovative Technologies and Their Implementation · [25:30] Challenges and Opportunities in Revenue Streams · [30:15] Advice for Practice Owners · [35:00] Closing Thoughts and Contact Information More About Dr. Schmidt: Nick Schmit is a practicing physical therapist and the founder of The PT Assist and The Physical Therapy Project community on Skool. Throughout his career, Nick has developed a deep passion for helping practice owners build sustainable businesses while reinforcing the role of physical therapists as the musculoskeletal experts. This passion led him to create The PT Assist, a platform that helps clinic owners successfully integrate retail sales into their practices. His newest venture, The Physical Therapy Project, is both a community and a resource hub for physical therapists exploring cash-based services and modalities such as dry needling, saunas, shockwave therapy, laser, retail offerings, wellness services, and more. The community provides guidance on what services are available, how they work, which might be the best fit for a clinic, and practical strategies to implement them smoothly and effectively. Nick grew up in central Minnesota, earned his bachelor's degree in Zoology from North Dakota State University, and went on to complete his Doctor of Physical Therapy at the University of Nebraska Medical Center in Omaha. He now lives in North Dakota with his wife and their growing family. Grounded by his faith and family, Nick is grateful for the many blessings in his life. His mission is to add as much value to the profession as possible and to connect with others who are boldly pursuing their dreams and passions. Resources from this Episode: Nick's email: nick@theptassist.com The Physical Therapy Project Website Nick on LinkedIn Jane Sponsorship Information: Book a one-on-one demo here Mention the code LITZY1MO for a free month Follow Dr. Karen Litzy on Social Media: Karen's Instagram Karen's LinkedIn Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio