The DocPreneur Leadership Podcast

Most physicians can diagnose a complex patient in minutes but struggle to read their own profit and loss statement — and that gap quietly limits everything they're trying to build. Katie Rhodes, owner of Coal Creek Ledgers, works exclusively with business owners like physicians to cut through the financial noise, get clear on the numbers, and make confident decisions. This episode is about stepping into your role as a strategic leader — not just an operator. Learn more: consult.coalcreekledgers.com ConciergeMedicineToday.net · Apple Podcasts · Spotify For general informational purposes only. Not medical, legal, or financial advice. Views expressed are those of the speakers and do not represent Concierge Medicine Today, LLC. Full terms: conciergemedicinetoday.com/tcpp DocPreneur Leadership Podcast is produced by Concierge Medicine Today (CMT) — the industry's independent trade publication since 2007. Host of the annual Concierge Medicine Forum.

Patients don't just remember what you did for them medically — they remember how your practice made them feel, and that feeling is now the single most powerful driver of growth in self-pay and concierge medicine. How to 10X Your Practice with Shareef Mahdavi - learn more at: https://pxmovement.com/px90-program/ ### DocPreneur Leadership Podcast is produced by Concierge Medicine Today (CMT) — the industry's independent trade publication since 2007. Host of the annual Concierge Medicine Forum. 🌐 ConciergeMedicineToday.com For general informational purposes only. Not medical, legal, or financial advice. Views expressed are those of the speakers and do not represent Concierge Medicine Today, LLC. Full terms: conciergemedicinetoday.com/tcpp

If you've been wondering whether the Concierge Medicine Forum is worth your time this year, this episode answers the questions physicians ask most before deciding to attend. Learn more at www.ConciergeMedicineForum.com ### DocPreneur Leadership Podcast is produced by Concierge Medicine Today (CMT) — the industry's independent trade publication since 2007. Host of the annual Concierge Medicine Forum. 🌐 ConciergeMedicineToday.com For general informational purposes only. Not medical, legal, or financial advice. Views expressed are those of the speakers and do not represent Concierge Medicine Today, LLC. Full terms: conciergemedicinetoday.com/tcpp

Medicare is moving toward connected, ongoing care models with one hand — and tightening compliance enforcement around concierge-style practices with the other. Attorney Jim Eischen breaks down what that means for your practice right now. Unlike CCM, which has seen slower traction, RPM adoption has been swift and widespread. The Office of Inspector General (OIG) has expressed concerns in recent reports, but this very scrutiny highlights the scale of adoption and the significant investment in ongoing monitoring that the U.S. healthcare system has never truly embraced before. 📑 Source: OIG RPM Report, 2025 (View: https://oig.hhs.gov/reports/all/2025/billing-for-remote-patient-monitoring/) In addition, the April 2025 OIG report marked the fourth prosecution in U.S. history related to cash-based healthcare models. This case provides perhaps the clearest signal yet from OIG that traditional concierge-style marketing—emphasizing same- or next-day access, extended visits, care coordination, and direct physician communication—is not compliant with Medicare assignment rules unless it is paired with proper, routine exam structuring. FOR ADDITIONAL REFERENCE and LEARNING, here is the 4th OIG alert in US history: https://oig.hhs.gov/fraud/enforcement/greenfield-health-system-agreed-to-pay-286000-for-allegedly-violating-the-civil-monetary-penalties-law-by-requesting-payment-from-beneficiaries-in-violation-of-an-assignment-agreement/ About Our Guest James Eischen, Esq (Jim Eischen) is a licensed California attorney with over 32 years of experience handling complex corporate, business planning, and real estate matters. He received his J.D. from the University of California at Davis in 1987, and his B.A. from Creighton University in 1984. Mr. Eischen is recognized nationally for compliance experience regarding complex corporate business planning and transactions. As a speaker at conferences throughout the US, he addresses data privacy, regulatory business planning problem-solving, and start-up innovation monetization. Mr. Eischen's broad complex business planning experience includes life science/start-up enterprise regulatory support and structuring corporate practice of medicine business modeling. He advises business enterprises in matters connected to reimbursement, contracts, interdisciplinary employment and labor issues, and Health Insurance Portability and Accountability Act (HIPAA) compliance. LEARN MORE www.eischenlawoffice.com ### DocPreneur Leadership Podcast is produced by Concierge Medicine Today (CMT) — the industry's independent trade publication since 2007. Host of the annual Concierge Medicine Forum. 🌐 ConciergeMedicineToday.com For general informational purposes only. Not medical, legal, or financial advice. Views expressed are those of the speakers and do not represent Concierge Medicine Today, LLC. Full terms: conciergemedicinetoday.com/tcpp

Disclaimers: THIS SITE AND ANY OTHER CMT MANAGED OR OWNED WEB PROPERTY by Concierge Medicine Today, LLC (herein CMT) DOES NOT OFFER MEDICAL, FINANCIAL, LEGAL, OR OTHER PROFESSIONAL ADVICE. ERRORS OR OMISSIONS MAY OCCUR ON THIS SITE. The content is primarily designed for general informational purposes, targeting a healthcare professional audience. Any references, links, or interviews should not be construed as endorsements. CMT is not responsible for errors, omissions, statements, conduct, or claims related to guest posts, op-eds, podcasts, press releases, sponsored job listings, or advertised opportunities. Typically, CMT will strive to remove job listings that are older than four months, but this is not guaranteed. Always consult with reliable advisors before acting on the information you find here. By using our web properties, content, events, etc., in whole or in part, you agree to comply with the Terms and Conditions and Privacy Policy found here, releasing Concierge Medicine Today, LLC (CMT) from all liability. Additional terms may be applicable. CMT retains the right to remove any content, images, interviews, graphics, job listings, and similar materials at its discretion at any time, without notice and without liability. Thank you.

Most physicians have never had anyone explain how their practice is actually valued — and that gap costs them significantly when it's time to sell, transition, or plan for retirement. Guest Presenter: Chris Staples, CFP®, AIF®, Owner of Wealth 360, LLC, Buford, Georgia, United States Host: Michael Tetreault, CGSP® Learn More: https://wealth360advisors.com/ Recording Date: 2020 (C) Concierge Medicine Today, LLC. All rights reserved. About Chris Staples is the Principal owner of Wealth 360, LLC.; a fee-only Registered Investment Advisory firm located in the greater Atlanta Area. Wealth 360, LLC provides comprehensive and objective financial planning to help clients organize, grow, and protect their assets through life's transitions. As a fee-only fiduciary and independent financial advisor, Chris Staples is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice. Chris typically works with professionals, business owners, and those near and in retirement helping to develop long-term Financial Planning strategies. Chris holds the CERTIFIED FINANCIAL PLANNER™ designation under the Certified Financial Planning Board of Standards as well as an Accredited Investment Fiduciary® designation through Fi360. He holds a business degree from Indiana Wesleyan University and earned the Certificate of Financial Planning from Oglethorpe University. Chris served as President of the National Association of Insurance and Financial Advisors North-Metro Atlanta Chapter [2004-2005]. From 2010-2012 Chris served on the Board of Directors with the Financial Planning Association as the ProBono Chair. WEB SITE: https://wealth360advisors.com/ LEARN MORE, Connect With Chris directly at: https://www.linkedin.com/in/stapleschris/ ### DocPreneur Leadership Podcast is produced by Concierge Medicine Today (CMT) — the industry's independent trade publication since 2007. Host of the annual Concierge Medicine Forum. 🌐 ConciergeMedicineToday.com For general informational purposes only. Not medical, legal, or financial advice. Views expressed are those of the speakers and do not represent Concierge Medicine Today, LLC. Full terms: conciergemedicinetoday.com/tcpp

The concierge medicine model has scarcity built into it by design — but most physicians have no idea they're sitting on one of the most powerful marketing advantages in all of healthcare. ### DocPreneur Leadership Podcast is produced by Concierge Medicine Today (CMT) — the industry's independent trade publication since 2007. Host of the annual Concierge Medicine Forum. 🌐 ConciergeMedicineToday.com For general informational purposes only. Not medical, legal, or financial advice. Views expressed are those of the speakers and do not represent Concierge Medicine Today, LLC. Full terms: conciergemedicinetoday.com/tcpp

Most concierge physicians will go through a practice sale or major partnership transaction exactly once — and most have never done it before. This episode is the preparation most physicians never get. By Dana Jacoby and Gary Herschman[1] Over the last several years there has been a growing trend of consolidation and partnership transactions involving concierge medicine practices.[2] Download this article as a PDF LISTEN TO OUR EXCLUSIVE INTERVIEW (Podcast) The purpose of this article is both: (A) to educate concierge medicine physicians on why concierge medicine practices have been transacting with increasing frequency; and (B) to provide practical recommendations for owners of concierge medicine practices who are exploring the possibility of entering into such a transaction. Why Are There So Many Concierge Medicine Practice Transactions? We hope that these practical recommendations are helpful both: (i) if you decide to explore the universe of potential strategic options that may be available for your practice, and (ii) in the event that you decide to pursue a partnership transaction to achieve your long-term professional and financial goals and for your practice's long-term success. Citations and References [1] Dana Jacoby is the Founder and President/CEO of Vector Medical Group, a strategic healthcare consulting firm that advises concierge medicine practices across the country on improving operations and profitability, and the pros and cons of various strategic transactions. Dana's email is: djacoby@vectormedicalgroup.com. Gary Herschman, Esq. has been advising physicians on strategic positioning and major transactions for over 30 years and is the Co-Chair of the Health Care Transactions Group at the national healthcare firm of Baker Donelson. He represents many concierge medicine groups on growth strategies and strategic partnership and sale transactions. Gary's email is: gherschman@bakerdonelson.com [2] Concierge Medicine Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, 2020-2030F [3] Hospitals cash in on a private equity-backed trend: Concierge physician care - ABC News ### DocPreneur Leadership Podcast is produced by Concierge Medicine Today (CMT) — the industry's independent trade publication since 2007. Host of the annual Concierge Medicine Forum. 🌐 ConciergeMedicineToday.com For general informational purposes only. Not medical, legal, or financial advice. Views expressed are those of the speakers and do not represent Concierge Medicine Today, LLC. Full terms: conciergemedicinetoday.com/tcpp

If you walked away from your practice tomorrow, what would be left — and be honest with yourself about the answer, because most physicians don't like what they find when they actually look. ### DocPreneur Leadership Podcast is produced by Concierge Medicine Today (CMT) — the industry's independent trade publication since 2007. Host of the annual Concierge Medicine Forum. 🌐 ConciergeMedicineToday.com For general informational purposes only. Not medical, legal, or financial advice. Views expressed are those of the speakers and do not represent Concierge Medicine Today, LLC. Full terms: conciergemedicinetoday.com/tcpp

Only a small percentage of Health Savings Account owners will take advantage of this opportunity initially, but the number may grow in the future when HSA-qualified plan enrollees realize how cost certainty for primary care, a focus on maintaining health, and assistance in navigating other care based on price and quality dovetail with their financial and medical goals. By William G. (Bill) Stuart | July 3, 2025 The Senate finished its version of the reconciliation bill and sent it to the next step in the legislative process. Which Health Savings Account provisions survived the upper chamber? The Senate has been busy for nearly a month since the House of Representatives sent a reconciliation bill to the upper chamber for review. A reconciliation bill is particularly important because it can pass the Senate with 51 (of 100 or 101) votes. In contrast, all other bills must have a 60-vote majority if the minority demands that standard. RELATED INDUSTRY PERSPECTIVE AND INSIGHTS October 16-18, 2025 Industry's Annual Conference The House bill contained 10 provisions to expand or enhance Health Savings Accounts. Of the 10, only two survived the final Senate vote of 51-50 earlier this week. In addition, the Senate added a topic that was not addressed by the House. Here are the Health Savings Account provisions in the Senate-approved bill: READ FULL ARTICLE ON LINKEDIN ... SOURCE: https://www.linkedin.com/pulse/how-senates-proposed-reconciliation-bill-hsa-affect-consumers-stuart-qwsfe/ Disclaimers: THIS SITE AND ANY OTHER CMT MANAGED OR OWNED WEB PROPERTY by Concierge Medicine Today, LLC (herein CMT) DOES NOT OFFER MEDICAL, FINANCIAL, LEGAL, OR OTHER PROFESSIONAL ADVICE. ERRORS OR OMISSIONS MAY OCCUR ON THIS SITE. The content is primarily designed for general informational purposes, targeting a healthcare professional audience. Any references, links, or interviews should not be construed as endorsements. CMT is not responsible for errors, omissions, statements, conduct, or claims related to guest posts, op-eds, podcasts, press releases, sponsored job listings, or advertised opportunities. Typically, CMT will strive to remove job listings that are older than four months, but this is not guaranteed. Always consult with reliable advisors before acting on the information you find here. By using our web properties, content, events, etc., in whole or in part, you agree to comply with the Terms and Conditions and Privacy Policy found here, releasing Concierge Medicine Today, LLC (CMT) from all liability. Additional terms may be applicable. CMT retains the right to remove any content, images, interviews, graphics, job listings, and similar materials at its discretion at any time, without notice and without liability. Thank you.