Filling Your Caseload: How to Know Your Niche, Own Your Message, and Build Referral Relationships That Actually Work
Friday, September 25, 2026 12pm–1pm ET

If you're anything like me, marketing can feel like the last thing you want to think about. We got into this field to help people heal, not to become copywriters or SEO experts overnight! But a full caseload doesn't happen by accident. It happens when you know exactly who you help, you can say it clearly, and you've built real relationships with the people who send you clients.

That's exactly what we're digging into this month with my friend Kat Love.

In this session, we'll cover:

• Knowing your niche: how to get specific about who you help (and why that specificity is what actually fills your caseload)
• Articulating your work: finding language for your website and marketing that sounds like you and speaks directly to the clients you want
• Building ongoing referral relationships: how to create real, sustainable partnerships with referral sources instead of one-off networking

Building Retreats & Experiential Offerings: Taking Your Work Beyond the Chair and Into the World
Friday, October 23, 2026
1pm-2pm ET

If you've ever dreamed about hosting a retreat, a workshop, or some kind of experience for your clients or fellow clinicians but had no idea where to start, this Lunch is for you.

I'm joined by Melissa Rosinski, LPC, SEP, a group practice owner, clinical supervisor, and international retreat host who blends somatic and nature-based work into everything she does. Through her business, Wild Haven, Melissa helps therapists design retreats and experiential offerings that go way beyond a typical CE workshop.

In this session, we'll cover:

• What makes an offering "experiential" and why it lands differently than a typical training or webinar
• How to design a retreat or workshop from the ground up, from concept to logistics
• Bringing a somatic, nature-based lens into your work, even if that's not your clinical specialty
• The mindset shift it takes to go from "I see clients" to "I create experiences"

This is exactly the kind of "beyond the chair" thinking we dig into at our Diversify Beyond the Chair Retreat, and Melissa will be sharing even more there. If experiential offerings sound like your next step, this Lunch (and the retreat) are where you start.

Multiple Income Streams, ADHD Brain Included: Building a Business That Works With You
Friday, November 20, 2026
12pm-1pm ET

So much business advice assumes you can force yourself into rigid systems and just "stick to the plan." If that's never worked for you, you're going to love this Lunch.

I'm joined by Rhonda Estling, LMFT and founder of The ADHD Dopamine Collective, a therapist who built a private practice, a podcast, a digital course, and an approved CE training, all while working with an ADHD brain instead of against it.

In this session, we'll cover:

• Why traditional business advice fails ADHD brains and what to do instead
• How Rhonda structured multiple income streams (practice, podcast, course, CE) without burning out
• Executive function strategies for running a diversified business
• Permission to build it your way, even if "your way" doesn't look like anyone else's

If you've been curious about adding new offerings to your practice but assumed you needed to be more "organized" first, Rhonda's story, and a deeper dive at our Diversify Beyond the Chair Retreat, will show you it's absolutely possible, brain and all.

Revenue Beyond the Session: Scaling to a $1M Practice (and What Comes After)
Friday, January 22, 2027
12pm-1pm ET

What does it actually take to grow a practice past six figures, and then build income that doesn't depend on you sitting in the chair? This month's guest has done both.

I'm joined by Sarah Czopek, LCPC, founder of Grace & Gratitude Counseling and Revenue Rich Therapist. Sarah scaled her practice from a solo caseload in 2020 into a multi-therapist practice generating over $1M a year, and now coaches clinicians on building income beyond the 1:1 session.

In this session, we'll cover:

• What it really took to scale to $1M: the decisions, the mindset, the numbers
• Letting go of the belief that wanting financial success makes you less values-driven
• What "revenue beyond the session" actually looks like in practice
• How to know when you're ready to build your next income stream

Sarah is one of the voices bringing this exact conversation to life at our Diversify Beyond the Chair Retreat this April. If you're ready to think bigger about what your practice (and your income) can look like, you won't want to miss this one.

Know Your Numbers, Grow Your Vision: Data-Driven Decisions for Diversifying Your Practice
Friday, February 19, 2027
12pm-1pm ET

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.