OTs Get Paid Podcast

It’s here! The deep dive into my 2021 goals and strategy – Part Two. The wins, the misses, and the lessons learned. If you missed part one, swing back to S2 E16 and listen!  I’m doubling down to create a business that serves my audience well AND provides more peace in my own life – listen and learn how.  This week’s episode of OTs Get Paid covers two focus areas in my 2021 strategic plan...

Do you use a strategic plan to reflect on your year and assess your progress? If not – it’s time to start!   In this episode, Trish reviews where her businesses were at the beginning of 2021, then recaps the year with a focus on two areas of her strategic plan – financials and product development.   She also discusses how to make your business a money-making machine without “pulling all...

In this episode, Trish is joined by Monica Belanger of Dedicated Pediatric Therapy. While many therapy companies will not take in Medicaid clients, Monica’s passion is to serve this underrepresented population. They discuss how to set a 7-figure revenue goal. Discussion Points: Profit distribution. Setting revenue goals and implementing strategic plans to achieve them. Scaling your business. Targe...

In this episode, Trish reveals why one of her recent sales pitches flopped and how she overcame this obstacle.   Trish’s 8 tips for what to do what a sales pitch flops: Feel all the feelings. Lean on your team. When to push vs. when to rest. Know your numbers. Ask for feedback. Own your role. Learn and understand your sales mechanisms. Don’t forget that you are in your business for the long h...

In another installment of Get Paid Perks, Trish talks about some tips for making difficult strategic decisions as a CEO and balancing your mental health with your professional roles and responsibilities. Discussion Topics: • Preparation for the OT Entrepreneur Live Summit • How having a good team and using data can help in decision-making • Tips for making difficult business decisions More resourc...

In this episode, I’m joined by Jane Erbe of Smart Pediatrics. We discuss business models, business development, sales, and marketing.   Discussion Topics: Valuing your therapists. Getting out of the way so your business can grow. Knowing your numbers. Public pay vs. private pay. Working in your zone of genius. Transitioning from therapist to business owner to CEO. Marketing an online course....

In another instalment of Get Paid Perks, Trish answers your frequently asked marketing questions.   Discussion Topics: Listing your prices on your website Generating traffic Customer leads and conversion   Episode Resources: OTs Get Paid Facebook Group Season 2 Episode 5 – Unmarketing that works with Kelly Casey Beins More resources: https://www.trishwilliamsconsulting.ca/podcast-resourc...

In this episode, I’m joined by sales expert Nikki Rausch. Nikki is the owner of the Sales Maven Framework and the Sales Maven Society. Nikki has over 25 years of experience in sales including work with The Bill & Melinda Gates Foundation, Hewlett-Packard, and NASA.   Nikki’s Selling Staircase: Creating Curiosity Recognizing Buying Signals Issuing invitations   Episode Resources: Bob...

Do you know how to be awesome at sales calls? In this episode we list our top 3 tips for securing more clients and more sales through discovery calls! Today I answer some questions like how can we convert someone who may or may not be interested in our business to an ideal client! Episode Notes How to screen for ideal customers. Should we prequalify? How to avoid giving away too much on a discover...

Today we explore the Be Do Have Model. Typically, we start out in life as Have Do Be. As an example, "I need to have more time to grow my business, in order to be make it the successful business I want it to be" I need x to get y . Throughout this episode, think of some of your Have Do Be thought patterns in your life.   Episode Notes What are some of the things that stop us? How do we undo t...

In this episode, I’m joined by OT Moira Peña of Moira Peña Consulting. Moira also teaches online courses with the Canadian Association of Occupational Therapists, works at the Holland Bloorview Kids Rehabilitation Hospital, and is part of the ECHO Ontario Autism Program.   Moira’s steps to taking your clinical expertise to the open market: Trial it before you sell it; make sure that there is...

In this episode, I’m joined by assistant clinical professor, Dr. Kathryn Wise.   Discussion Topics: Women in business. Monetizing your value as an OT. Reinvesting to create multiple revenue streams. Business models. Gaining insight by analyzing business sectors outside of health care. The loneliness associated with becoming a leader.     Episode Resources: Season 1 Episode 17 – Why...

In another installment of business besties, I’m joined by OT and entrepreneur Kelly Casey Beins. We focus on the number one question we get asked at OTs Get Paid: Where do I start with marketing?   Kelly shares her 3 key basics for marketing in a service based bricks and mortar business: Relationship Based Marketing & Networking Repeat Presence Effective Services More resources: https://w...

Do you know what your core values are and how they impact your margins? Core values define how you act and carry yourself in your OT business so we need to clearly define and align with these values to make sure we can be on our chosen path. In this episode I explore how our core values affect our profits!   Episode notes: I discuss: What are your non-negotiables? What will you absolutely NOT...

In this episode, I’m joined by OT and entrepreneur Erica Schuppe of Wild Roots Therapy.   Erica and I discuss: How Erica spends her time working in the different roles of a CEO. Shifting from working in your business to working on your business. Scaling your business. Sales and marketing strategies during the different stages of your business development. The importance of frameworks. Erica’s...

Sales don’t have to be sleazy. It’s time to get comfortable with charging for what your product is worth. In this episode, I’m joined by OT Lindsey Vestal of The Functional Pelvis. Lindsey reveals her 3 Money Mindset Issues: • There is a market for every price. • Selling as a service. • The conflict between being in health care and making money. Lindsey and I also discuss: • Working ON your busine...

Welcome to Season 2 of OTs Get Paid! This season we shift our focus towards marketing and sales. OTs are built to excel in sales and marketing. This season we’ll cover hacks, tips, and strategies that will make your life easier in marketing and sales.    Episode Resources: Strategic Plan Template Mel Abraham – The Framework Formula Rachel Rogers - Hello 7 Program More resources: https://...

Today we discuss how to overcome feelings of guilt when charging for your product or service.     Topics:  How to stop feeling guilty for charging for your product or service.  The importance of charging for outcomes rather than by the hour. Why you can’t grow to where you want to grow with an hourly business.   Resources: Strategic Plan Template S1 E3. Add More Profit to...

Why is wealth important to you as an OT entrepreneur? How does it affect your day to day life and more importantly why it is important for an occupational therapist to have more wealth overall? Join me in this delicate discussion - I ask for your grace - as we start to make a shift. In this episode I discuss:  What is holding women back from accruing more wealth? Why is financial health impor...

Today we discuss how scheduling a CEO date with yourself will help grow your company, increase revenue, and offer freedom in your career.   Topics: Scheduling and transitioning into CEO time. Knowing the difference between what is urgent and what is important: shifting from doing things that seem urgent to doing things that are important. 7 Things to do With Your CEO Time.   7 Things to...

You’ve made a profit, now what? Give yourself permission to want more. In this episode, I’m joined by OT, Realtor, and founder of Empowered Homes, Gretchen Kingma. Learn how to add more profit and earn more money while still being in health care. If you're keen to learn how to use real estate to increase your net worth, this is a must listen.   Episode Notes Gretchen and I discuss: Wealth isn...

It’s time to shift from being reactive participant in your business to becoming a proactive CEO. In this episode, I discuss the #1 thing that makes money in your business: building a strategic plan with goals for your business. We also discuss how to embrace rejection as part of your business journey. Later, I share the 3 key parts of a strategic plan.  3 Parts of a Strategic Plan:  Valu...

When it comes to hiring people, there are 3 questions I get asked most frequently: What should I pay my team members? Should they be employees or subcontractors? How do I get my team members to be really productive?   In this episode, I’m joined by entrepreneur, OT, and founder of Milestone Pediatric Therapy, Corey Roan. We discuss these three questions, Milestone Therapy’s six core values, a...

In this episode, Trish discusses 6 "Money Breaking" decisions that drain dollars from your business. Then, it's our next installment of a recurring segment, "Business Besties," where I bring in my real life AND business bestie Kelly Casey Beins to hear how Kelly had dealt with her Money Breaking decision and how she learned to turn them into decisions for Money Making! Episode Notes The 6 Money Br...

How do you leave 1:1 treatment behind and begin to grow a large, profitable, leveraged business, without feeling greedy? In this episode, Melissa LaPointe, OT online business strategist, coach and course creator discusses her growth from bricks and mortar clinic owner to her goals as a 7 figure entrepreneur.   Episode Notes Melissa and I discuss: Does wanting to make 7 figures as an OT helper...