Navigating Healthcare Benefits for Therapists & Practice Owners
Friday, Nov. 21st, 2025
11:30am-12:45pm EST

Let's be real: healthcare benefits are confusing and expensive. If you're anything like me, you've put off dealing with this because it feels overwhelming. But understanding your options can literally save you thousands of dollars and give you real peace of mind.

Our Guest: Justine Bell from Beneguides
Justine specializes in helping therapists and practice owners navigate healthcare options. She gets our world and will break down what you actually need to know without all the insurance jargon.

This session is for:

• 1099 contractors who need to secure their own healthcare coverage
• Solo practice owners looking for affordable family options
• Group practice owners wanting to offer benefits to employees

We'll cover:

• Your healthcare options as a self-employed therapist
• How to evaluate plans and find the best fit for your budget
• What practice owners need to know about offering employee benefits
• Open enrollment timelines and what to do NOW
• Your questions answered in real time

This directly impacts our sustainability as clinicians and business owners. Let's figure it out together.

Building Pivotal Processes for 2026 Success
Friday, December 12th, 2025
12pm-1pm ET

Here's the truth: There are lots of important pieces to running a successful practice. But once you get really good at these two things, sustainability becomes so much more attainable:

1) A solid and consistent intake process 

2) A solid and consistent revenue cycle management system (billing and collecting payments)

These are the processes that generate and collect revenue - which is literally how we sustain a healthy business.

We'll dig into:

• Creating an intake process that converts inquiries into clients quickly and consistently
• Building a revenue cycle management system that actually works
• Where most practices lose money (and how to fix it)
• Setting up processes now that will set you up for success in 2026 and beyond

If you're heading into the new year wanting your practice to be more profitable and sustainable, this is where to focus. Get these two things right and everything else gets easier.

Bring your questions and let's build something solid together.

Marketing Your Practice with Heart & Strategy
Friday, January 23rd, 2025
12pm-1pm ET

If you're anything like me, the whole marketing thing can feel overwhelming. We went to grad school to learn how to help people heal—not to become marketing experts! But here's the truth: our ideal clients are out there looking for us, and we need to make it easy for them to find us.

I'm SO excited to be sitting down with Anna Walker from Walker Strategy Co. for our January Lunch with Rachel! Anna just built COR Counseling's custom website (and y'all, it's beautiful!), but what I really love about her approach is that she meets therapists wherever they are. Whether you're DIYing your website with templates and courses or ready for a full custom build, Anna's got you covered.

She's helped over 3,000 therapists build practices filled with ideal-fit clients, and she does it with authenticity and empathy at the center of her approach (music to my ears!).

We're going to talk about:

• How to create website messaging that actually connects with the people you want to work with
• What makes a therapy website compelling (without feeling salesy or inauthentic)
• How to stand out in a crowded market while staying true to who you are
• Practical steps you can take to attract more right-fit clients—no matter what stage you're at in building your practice

Whether you're just starting out and need budget-friendly options, building your online presence on your own, or ready to invest in a custom site—this conversation is for you.