Know Your Numbers, Grow Your Vision: Data-Driven Decisions for Diversifying Your Practice

It's hard to build something new when you don't actually know what's happening in the thing you already have. That's exactly what this month's Lunch is about.

I'm joined by Meegan Tiffany, LCMHC and co-founder of ilumenIQ, a practice intelligence platform built for group practice owners. Meegan spent years making big decisions based on a bank balance and a gut feeling, because the real answers were scattered across an EHR, a billing system, payroll, and a pile of spreadsheets. Now she helps practice owners see the full picture.

In this session, we'll cover:

  • Why "it feels fine" isn't a financial strategy and what to track instead
  • How to know your practice well enough to take your attention off it
  • What it looks like to build something new (a new offering, a new stream of income) with real data behind the decision
  • A live look at the ilumenIQ dashboard and what clarity can actually feel like

Knowing your numbers is step one before you diversify anything, which is exactly why this conversation sets the stage for what we dig into at our Diversify Beyond the Chair Retreat.

 

Register for Lunch with Rachel!

Friday, February 19th, 2026
12:00pm-1:00pm ET