Has your physical therapy practice hit a plateau?

Many practice owners get stuck around the $1M–$2M mark—not because they aren't great clinicians, but because their marketing hasn't evolved with their business.

In this episode of the Financial Beast Podcast, Eric Miller sits down with Neil Trickett, founder of one of the largest marketing firms serving physical therapy practices, to reveal the marketing systems that separate stagnant clinics from high-growth practices.

You'll discover:

• Why so many PT practices stop growing • The marketing strategies successful clinics use to scale • The patient acquisition metrics every owner should track • How patient reactivation drives long-term growth • Why your website should function as your best salesperson • What practice buyers look for before making an acquisition

If you're a physical therapist or healthcare practice owner looking to attract more patients, grow your practice, and increase its value, this episode is for you.

🔔 Subscribe for weekly strategies on building wealth through your healthcare practice.

#PhysicalTherapyMarketing #PracticeGrowth #HealthcareBusiness #FinancialBeastPodcast

CHAPTERS: 00:00 Why Most PT Practices Plateau 01:04 Meet Marketing Expert Neil Trickett 03:32 Marketing Evolves as Your Practice Grows 08:47 What High-Growth Clinics Do Differently 12:08 The Metrics Every Practice Should Track 13:01 The Power of Patient Reactivation 16:43 Understanding Patient Acquisition Cost 19:23 Avoiding Vanity Marketing Metrics 20:59 Why Your Website Matters More Than Ever 27:04 The Biggest Marketing Mistakes Practice Owners Make 31:50 What Buyers Want Before Acquiring a Practice 36:05 Final Marketing Advice for Practice Owners

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Want to schedule a free consultation? Visit www.econologics.com or call us at (727) 588-1540 or schedule directly at: https://hubs.li/Q03z6vvs0

Get Social With Us Website: https://www.econologicsfinancialadvisors.com LinkedIn: https://www.linkedin.com/company/econologics Facebook: https://www.facebook.com/econologicsfinancial Instagram: https://www.instagram.com/econologicsfinancialadvisors X / Twitter: https://x.com/FinancialBeasts Vimeo: https://vimeo.com/econologics

🔒 Disclaimer Econologics Financial Advisors, LLC (‘EFA’) is registered with the Securities and Exchange Commission as an investment advisor. (Such registration does not imply a certain level of skill or training.) EFA provides investment advisory services only in states where it is permitted to do so under state laws and only to the extent permitted thereby. This communication is not an offer to sell or effect any transaction in securities. Neither EFA nor its affiliates provide legal, tax or accounting advice. Please consult a qualified attorney or accountant. Results are not guaranteed and will vary depending on the specific circumstances of each individual and on other factors. Full disclosure: https://econologicsfinancialadvisors.com/legal-disclosures/

Healthcare practice owners often focus on growing revenue, adding locations, hiring staff, and serving patients—but many completely overlook one of the biggest expenses they'll ever face: taxes.

The truth is that most tax-saving opportunities don't happen when you file your tax return. They happen months or even years beforehand through proactive planning.

In this episode of the Financial Beast Podcast, Eric Miller breaks down the most common reasons healthcare practice owners overpay in taxes and shares practical strategies that may help reduce tax liability over time.

You'll learn:

✔ Why many practice owners pay more than necessary in taxes ✔ Retirement plan strategies that create tax advantages ✔ Cash balance plans and when they make sense ✔ HSA opportunities most owners overlook ✔ Business entity structure considerations ✔ Cost segregation and real estate tax strategies ✔ Roth conversion opportunities ✔ Tax-loss harvesting strategies ✔ Family employment opportunities ✔ Planning ahead for the eventual sale of your practice

If you're a veterinarian, dentist, physician, optometrist, chiropractor, or physical therapist, this episode can help you start asking better questions and keeping more of what you earn.

Subscribe for weekly financial strategies designed specifically for healthcare practice owners.

CHAPTERS: 00:00 Why Practice Owners Pay Too Much in Taxes 01:19 Why Tax Planning Matters 03:20 The Biggest Tax Planning Mistakes 05:02 Tax Reduction Strategies Overview 09:20 Maxing Out Retirement Plans 11:08 Cash Balance Plans Explained 12:37 Using an HSA Strategically 13:35 Business Structure and Tax Efficiency 14:39 Bonus Depreciation Opportunities 15:52 Cost Segregation Strategies 18:06 Roth Conversion Opportunities 18:50 Tax-Loss Harvesting Explained 22:27 Charitable Giving Strategies 24:04 Planning for a Future Practice Sale 25:46 Building a Better Tax Team _________________________________________________________________________________

Want to schedule a free consultation? Visit www.econologics.com or call us at (727) 588-1540 or schedule directly at: https://hubs.li/Q03z6vvs0

Get Social With Us Website: https://www.econologicsfinancialadvisors.com LinkedIn: https://www.linkedin.com/company/econologics Facebook: https://www.facebook.com/econologicsfinancial Instagram: https://www.instagram.com/econologicsfinancialadvisors X / Twitter: https://x.com/FinancialBeasts Vimeo: https://vimeo.com/econologics

🔒 Disclaimer Econologics Financial Advisors, LLC (‘EFA’) is registered with the Securities and Exchange Commission as an investment advisor. (Such registration does not imply a certain level of skill or training.) EFA provides investment advisory services only in states where it is permitted to do so under state laws and only to the extent permitted thereby. This communication is not an offer to sell or effect any transaction in securities. Neither EFA nor its affiliates provide legal, tax or accounting advice. Please consult a qualified attorney or accountant. Results are not guaranteed and will vary depending on the specific circumstances of each individual and on other factors.

Full disclosure: https://econologicsfinancialadvisors.com/legal-disclosures/

What happens to your healthcare practice if you suddenly can't work? Most practice owners never ask this question — until it's too late.

In this episode, Eric Miller and Eric Gesrch break down the asset protection strategies every practice owner needs before disaster strikes:

• The real story of a $7.2M practice valuation that was pulled overnight — and how key person insurance would have prevented it • Short-term vs. long-term disability insurance: what your policy actually covers (and what it doesn't) • Key person insurance explained — why your practice can't survive without you, and how to insure against that risk • Buy-sell agreements: the exit strategy you need before a partner's death or disability forces a fire sale • Why practice owners routinely overestimate their coverage and underestimate their exposure

Whether you're a dentist, physician, or any healthcare practice owner, your practice is your biggest wealth-building asset. Protect it like one.

CHAPTERS 00:00 Roth Conversion Warning for Practice Owners 01:30

Introduction 03:50

Understanding Roth Conversions 06:13

The 3 Types of Tax Treatment 06:55

Taxable Investment Accounts Explained 08:55

Tax Deferred Accounts Explained 11:33

Tax Advantaged Accounts Explained 13:20

What Happens During a Roth Conversion 14:45

The Hidden Tax Bill 17:59

When Roth Conversions Make Sense 20:10

Selling Your Practice and Tax Opportunities 22:31

Avoiding Required Minimum Distributions 24:10

Why Most People Don't Convert 25:25

Retirement Income vs Tax Brackets 26:22

Why Retirees Often Feel Wealthier 26:48 Final Takeaways

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Want to schedule a free consultation? Visit www.econologics.com or call us at (727) 588-1540 or schedule directly at: hhttps://econologicsfinancialadvisors.com/complimentary-consultation/

Get Social With Us Website: https://www.econologicsfinancialadvisors.com LinkedIn: https://www.linkedin.com/company/econologics Facebook: https://www.facebook.com/econologicsfinancial Instagram: https://www.instagram.com/econologicsfinancialadvisors X / Twitter: https://x.com/FinancialBeasts Vimeo: https://vimeo.com/econologics

🔒 Disclaimer Econologics Financial Advisors, LLC (‘EFA’) is registered with the Securities and Exchange Commission as an investment advisor. (Such registration does not imply a certain level of skill or training.) EFA provides investment advisory services only in states where it is permitted to do so under state laws and only to the extent permitted thereby. This communication is not an offer to sell or effect any transaction in securities. Neither EFA nor its affiliates provide legal, tax or accounting advice. Please consult a qualified attorney or accountant. Results are not guaranteed and will vary depending on the specific circumstances of each individual and on other factors. Full disclosure: https://econologicsfinancialadvisors.com/legal-disclosures/