The FM Shift - SoundSage

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There are tons of great marketing strategies on marketing, but today, we’re focusing on medicine marketing strategies. Special guest Dr. Greg Mongeon joins us to talk about how functional medicine practitioners can grow an incredibly successful practice. He teaches us how the know-like-and-trust-factor plays a considerable role in our success and how finding the right patients is key. He shares insights into how we can get our voice out there and attract those dream patients. He provides insights to:

Medicine marketing strategies
Strategies to help patients trust you
Niching down
How spending 10% of revenue on marketing can change your business
Why your practice needs a process for patients
How to qualify patients to make sure they’re a good fit

Using Medicine Marketing Strategies in Your Practice Dr. Greg Mongeon is the founder of five functional medicine practices and is the primary functional medicine doctor for Olympic Gold-medalist Jordan Burroughs and the lead functional medicine practitioner for Eat the Frog Fitness. He believes in disregarding the minute details and focus on what fits your lifestyle.

Today, Dr. Greg joins us on the FM Shift to teach functional medicine practitioners to stop listening to every business practice out there and just take what is needed to best help your patients and build the best practice for you.

Getting Patients to Trust You How do you get your patients to say yes to their health? If you want to do good work within your community, it takes more than simply presenting the science of medicine.

For your patients to follow your advice as a functional medicine practitioner, they have to know, like, and trust you. That know-like-and-trust-factor isn’t something that is built overnight. There’s no secret formula that will help you cross the finish line sooner.

Earning your patient’s trust can mean different things in different communities, and it’s your job as a business owner and functional medicine practitioner to figure out what your particular community needs to feel that they are getting the best care possible. It’s also your job to help your patients feel at ease with you and want not just to keep coming back but to follow your care plan as well.

While there’s no set formula for earning your patient’s trust, one of the best ways to create that know-like-and-trust-factor is by creating a process. Often, when a process is in place, patients will automatically start to trust you because you’re coming across as an expert. However, if a step is skipped in the process, that’s when patients sometimes begin to think, “Eh, I don’t know if this is for me.”

Do you have a process? Document your process and check to ensure that it’s simple and easy for your patients to understand and follow.

The Art of Functional Medicine Often, doctors feel like they have to know everything. But the truth is, doctors need to be resourceful.

When a patient comes to you with a problem to which you don’t know the answer, it’s ok to tell them you don’t know. But the key to this is letting them know that you are willing to find out the answer for them.

Letting your patient know that there is some information you aren’t aware of will help build a better relationship with your patient. While some doctors may feel not knowing the answer to something, when a patient is coming to you as an expert, may reflect poorly on your practice, giving your patient false information or avoiding the question will look worse.

Situations like this all come down to the art of functional medicine.

Handling a question you don’t know the answer to, being honest with your patient, and then being resourceful in discovering the answer are all ways that will help your patients feel more confident in your abilities.

Greg Mongeon Dr. Greg Mongeon is a father to five active kids, husband to the love of his life, innovator, functional medicine doctor, speaker, and leader. His philosophy is the doctor of the future, is you! And Dr. Greg is actively empowering his clients through mentoring education, self-care, and optimizing mindset. Dr. Greg has started over five brick-and-mortar practices, currently acts as the primary functional medicine doctor for Olympic gold-medalist Jordan Burroughs, and is the lead functional medicine doctor for Eat The Frog Fitness.

Today, Dr. Greg and his family reside in Lakeville, MN, where he operates a successful functional medicine practice. He not only treats people locally but also treats people from all over the world. He devotes his time to treating people. His passion for connecting with people, providing hope and understanding for people with autoimmune diseases, and uncovering the root cause of autoimmune diseases is what separates him from others in his field.

Most days. Dr. Greg starts his day very early, looking over patient charts, diving deeper into the current research, spending time on personal self-growth, and mentoring clinicians. At the end of the day, he can be found in a gym or field watching his kids–often motivating and encouraging them to try something new.

How to Connect with Greg Mongeon: * Website: www.drgreg.health/ * LinkedIn: www.linkedin.com/in/dr-greg-mongeon-ab57a647/ * Facebook: www.facebook.com/drgreg.health * Instagram: www.instagram.com/drgreghealth/ * Emails: doc@drgreg.health

If you’re looking for more ways to grow your functional medicine practice, be sure also to check out Episode #42 of The FM Shift, The Art of Functional Medicine Marketing, with Dr. Uli Iserloh. In this episode, Uli talks to us about how functional medicine practitioners can scale their business with patients who are great fits for the practice.

About The FM Shift What if functional medicine became as profitable, rewarding, and stress-free as you expected it to be? The business side of functional medicine doesn’t have to be a GRIND. We can help you discover functional medicine sales mastery and make maximum money without patient resistance.

The FM Shift shows you how to easily attract patients who want what you offer and are willing to pay you what you’re worth without waiting for your practice to magically mature.

Get more details here.

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Leading a healthy life is a passion that guest Joel Greene has pursued for the last 50 years. Today, he teaches functional medicine practitioners how their patients can lose weight, improve gut health, maintain diets, and feel better with healthier choices. He shares:

Steps for leading a healthy life
What bacteria does to your health
How your gut health impacts your weight loss
How food quality impacts your health
The connection between soft foods in childhood and obesity
How dairy impacts your health

Leading a Healthy Life Joel Greene is the creator of the VEEP Nutrition System and author of The Immunity Code. Over the last 50 years, he has dedicated his life to researching and understanding health, nutrition, and anti-aging. He is a proponent of the keto diet and intermittent fasting, but more than that, he understands how our modern dietary habits and genetics may work against us in keeping the weight off and living our healthiest lives. By understanding our genetics and making healthier choices, we can improve our long-term health and lifestyle.

In this episode of The FM Shift, Joel teaches us about factors that lead to obesity, how to combat weight gain, and how our sleep patterns, gut health, and diets significantly impact our health. He also shares how functional medicine practitioners help guide their patients to a healthy life and keep the weight off.

Factors that Lead to Obesity Many factors can lead to obesity, but one of the least discussed is how underdeveloped facial bones may contribute. One of the leading causes of underdeveloped facial bones is soft chewing.

Soft chewing is the absence of hard foods in early childhood and leads to the underdevelopment of the nasal passageways. Due to the facial muscles and bones not being correctly used when eating, certain facial bones aren’t contracting properly, making bone growth stimulation slow or non-existent.

When these bones don’t grow properly, airways can narrow and lead to childhood obesity. But, these problems aren’t just seen in childhood–they follow us into adulthood and can worsen with age, leading to further health concerns later in life.

And it’s not just lifelong obesity that can stem from underdeveloped facial muscles. A narrow passageway can also contribute to underlying health concerns like sleep hypoxia. This condition can last a lifetime and will often create other problems like a weakened immune system.

Studies have shown ways to stimulate bone growth even later in life if a patient suffers from underdeveloped air passages or facial bones. One way to achieve this by combining is cold induction and mechanical message.

Keeping the Weight Off As functional medicine practitioners, we see many patients who are trying to lose weight and keep that weight off. But sometimes, it’s not as simple as losing weight, leading a healthy lifestyle, and maintaining the loss.

For some patients, once weight loss is achieved, they have no problem keeping it off. But for others, they struggle.

Research shows that there are about 28 different genes that impact how people react to weight loss. With all those different genetic markers, it’s almost impossible to tell who will struggle to maintain weight and who won’t. However, observation shows that most patients find maintaining weight difficult.

While genetics does play a significant role in how weight is maintained, other factors also contribute. For example, gut health is a large factor in how quickly and how long a patient can maintain a healthy weight. Patients with poor gut health or specific types of gut bacteria will likely have more difficulty maintaining weight.

Joel Greene Joel Greene is the creator of The VEEP Nutrition System, the world’s first commercially available program based on targeting gut communities to affect health and body composition. His system has been used by some of the nation’s largest employers, including major cities and hospitals, and featured on Dr. Phil Show storylines. Joel is also a featured author, speaker, and consultant for nutrition companies, top-tier publications, and major podcasts. The first article on the gut biome revolution to the health and fitness community written in 2007 has amassed the largest known body of outcomes targeting the gut biome. He is the author of The Immunity Code: The New Paradigm for Real Health and Radical Anti-Aging.

Joel has devoted over 50 years to the pursuit of health, nutrition, and anti-aging. He was training intervals in the 1970s, taking MCTs in the late ‘80s, Keto in the early ‘90s, and targeting AMPK by 2009. At age 55 he is a 100% natural athlete and uses no ergogenic aids while working out on average once per week and eating whatever whenever.

Joel has built two previous multi-million dollar companies in the tech space and has been an entrepreneur for over 30 years. His own experiences building a startup with 15 hour days and non-stop pressures led him to see that 99% of the popular advice does not translate into real world circumstances. He has devoted over 15 years to solve the problem of finding how to control the body under real-life pressures.

How to Connect with Joel Greene: * Website: www.veepnutrition.com * LinkedIn: www.linkedin.com/in/joel-greene-a68b764 * LinkedIn: www.linkedin.com/company/the-veep-nutrition-system/about * Facebook: www.facebook.com/getveep * Twitter: https://twitter.com/joelgreene * Book: https://amzn.to/3nLBcwp

If you’re looking for more healthy weight loss alternatives, be sure to also check out Episode #60 of The FM Shift, The Ketobolic Diet Strategy, with Dr. Rob Vasquez and Dr. Randy Johns. In this episode, Rob and Randy talk to us about how functional medicine practitioners can impact their patients’ lives with the keto diet.

The FM Shift shows you how to easily attract patients who want what you offer and are willing to pay you what you’re worth without waiting for your practice to magically mature.

Get more details here.

The Immunity Code: The New Paradigm for Immune Centric Health and Radical Anti-Aging.

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A trusting relationship is essential in medicine. But knowing how to build rapport with patients can be easier said than done. Today, Nick Cavuoto joins us to talk about how functional medicine practitioners can create relationships with patients, post meaningful content, and use that content to build your authority. He shares:

How to build rapport with patients through content creation
How creating content can change lives
Why building patient relationships is essential today
How information spread through technology impacts your practice
How to effectively communicate with your patients
Why it’s important to teach patients their healthcare is their choice

How to Build Rapport with Patients Nick Cavuoto is a speaker, entrepreneurial mentor, and personal brand expert specializing in content marketing, sales, and transformational leadership. Nick believes that successful businesses in the future will focus on building relationships and authentic connections. Nick uses his unique philosophies in his own business and teaches all his students to do the same.

On the most recent episode of the FM Shift, Nick joins us to discuss using technology to your advantage and how information overload can lead your patients to follow the wrong advice. He also shares how, as functional medicine practitioners, creating online content is essential to building your brand, building patient relationships, and becoming an authority in your field.

Building Patient Relationships People intrinsically trust other people over organizations, but it requires a level of trust and a forged relationship for that to be true. As functional medicine practitioners and business owners, forming relationships is going to be one of the most critical elements of your business. Without building these relationships, the road to creating a successful business will be much more difficult.

Another reason to build strong relationships with your patients is due to data overload. With all the advancements in technology over the last 20 years, more and more patients have access to the same medical information you do–that means that more patients will go to doctors and functional medicine practitioners believing they know what’s wrong with them.

Furthermore, because so much information is available, the right treatment path can seem overwhelming to patients. So, now more than ever, a strong, trusting relationship must be created between doctor and patient.

But how to build rapport with patients can often seem daunting, which is why taking steps like being empathetic and creating content are great ways to start forming patient relationships.

Creating Online Content One of the most significant challenges in building a brand and publishing content is the fear of other people’s thoughts, feelings, and judgments.

The root of not creating content is the fear of being deemed someone who isn’t worth listening to. Often, business owners, particularly doctors and functional medicine practitioners, fear that providing their perspective on care could result in being viciously attacked for taking a stand and sharing their beliefs.

But the reality is that these fears of rejection, while valid, hold functional medicine practitioners back. Not posting valuable content for fear of being rejected by some is detrimental to the many whose lives could be changed for the better.

The best ideas often aren’t immediately accepted–but by holding fast and continuing to spread knowledge, only good can come from that.

About Nick Cavuoto Nick Cavuoto is a long-time entrepreneur with experience in speaking, personal branding, and as an entrepreneurial mentor. He specializes in content marketing, sales, and transformation leadership. He has had the pleasure of working with some of the most influential Fortune 500 companies, including Paychex, Pandora, and Microsoft, to name a few.

Additionally, he has worked with top business leaders like Todd Herman, Scott Oldford, and Mike Kim. Nick’s unique philosophy on building a successful business requires leaders to create authentic connections and relationships. Nick’s passion to mentor businesses has taken him to stages all over the country, speaking at conferences and hosting masterminds to teach entrepreneurs everything he knows about personal branding, entrepreneurship, and life. Today, he works with businesses to effortlessly create meaningful content and get their voices heard without worrying about posting to social media or keeping up with their websites themselves.

How to Connect with Nick Cavuoto: * Website: www.nickcavuoto.co * Instagram: @nickcavuot * Facebook: facebook.com/nickcavuot * Twitter: @nickcavuot * LinkedIn: linkedin.com/in/nickcavuoto

If you’re looking for more information on how to build rapport with patients, check out Episode #26 of The FM Shift, Speak Your Patients’ Language, with Funk Roberts. In this episode, Funk talks to us about how FM practitioners can use language to better connect with patients and how FM practitioners can help patients understand their treatment strategy.

The FM Shift shows you how to easily attract patients who want what you offer and are willing to pay you what you’re worth without waiting for your practice to magically mature.

Get more details here.

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Have you ever wondered how to be a good CEO? Starting your own functional medicine practice seems daunting enough, but now you actually have to run the business? Luckily, Trey Taylor knows what it’s like to be thrust into being a CEO. Today, he shares:

How to be a good CEO
How to hire people who fit well into your company
The importance of having a succession plan
How to delegate as a leader
Why transparency with your team is essential

How to Be a Good CEO Trey Taylor is a CEO, mentor and coach to business owners and other CEOs, and has varied experience in tech, venture capital, real estate, and law. He started his career as a law clerk at WebMD, which he left to pursue a career as a venture capitalist and began working for AOL.

However, life had other plans for him, and, after his father passed suddenly, he returned home to run the family business–a business in which he had no experience and no desire to run. He didn’t know the industry well, nor did he know how to be a good CEO. But it was out of the frying pan and into the fire. Trey knew he couldn’t let his family down, so he stepped up and went on a journey to discover just what a CEO does. His journey led to him gaining the knowledge and confidence to run other businesses and eventually write A CEO Only Does Three Things, a book on being a CEO.

Today, on The FM Shift, Trey joins us to discuss building a successful business and being the best CEO you can be. He shares insights into the keys of being a great leader, creating a fantastic team, and preparing for succession.

What to do as the CEO of a Company You should always have a succession plan. No matter what profession you’re in, it’s essential to have a plan of what will happen to your company if you’re suddenly not there. It’s not just good for your business, but as the CEO and/or founder, you owe it to the company and the people who would be left behind.

As humans, we don’t want to think about what happens if we’re not around, but just as you have life insurance plans for your family, it’s a moral obligation to have a plan for what happens to your business. Without a succession plan, someone will have to take care of your functional medicine practice–this might be a spouse, child, sibling, or friend–and if stepping into the role of CEO was not part of their plan, it can take a toll.

Everything from not knowing how to run the business to being unable to mourn their loss can cause problems for the company you worked so hard to build. So, no matter how unpleasant it is to think about a world where you’re unavailable to run a business, it’s a duty you have to yourself, those you love, and your patients.

One Key Trait of Great CEOs As the owner of a business, it’s incredibly easy to get bogged down with tasks. For some, the reason is that there’s nobody available to help. For others, doing everything on your own is second nature. But one thing that all highly successful CEOs have in common is delegation.

As much as we may think we’re good at everything, everyone has strengths and weaknesses. So why not play to your strengths?

Right now, if you’re running your business alone, start taking note of what parts of the business you love and which parts you dread. For the tasks that you don’t enjoy, consider hiring someone to help you complete them. This person doesn’t have to be full-time, but by delegating the job, you free up time, energy, and help improve your mood and create the capacity to focus on other things.

About Trey Taylor Trey is CEO of Taylor Insurance Services & Managing Director of Trinity | Blue. His experience derives from fields as diverse as technology, venture capital, and commercial real estate. As a keynote speaker, he has addressed attendees at the Human Capital Institute and the Ascend Conference. He holds a bachelors’s degree in history from Emory University and a Juris Doctorate in Tax & Corporate Transactions from Tulane University. He recently published his first book: A CEO Only Does 3 Things. Trey & his wife Sheya are the proud parents of Roy Edward Taylor IV (Ret), and Emmaline.

How to Connect with Trey Taylor: * Websites: + https://trinity-blue.com/ + http://taylorinsuranceservices.com/ + https://trey-taylor.com/ * LinkedIn: https://www.linkedin.com/in/treytaylor/ * Facebook: https://www.linkedin.com/company/taylor-insurance-services/ * Twitter: https://twitter.com/TreyTaylorCEO * Link to Book

If you’re looking for more information on building a successful functional medicine practice, check out Episode #44 of The FM Shift, Medical Entrepreneurs: Mastering the Business of Functional Medicine. In this episode, Dr. James Neilson-Watt talks to us about how FM practitioners can build a long-term, sustainable practice and how to run your practice like a business.

About The FM Shift

What if functional medicine became as profitable, rewarding, and stress-free as you expected it to be? The business side of functional medicine doesn’t have to be a GRIND. We can help you discover functional medicine sales mastery and make maximum money without patient resistance.

The FM Shift shows you how to effortlessly attract patients who want what you offer and are willing to pay you what you’re worth without waiting for your practice to magically mature.

Get more details here.

A CEO Only Does Three Things: Finding Your Focus in the C-Suite

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Building a functional medicine practice can seem daunting, especially when it seems like nobody is supporting you. But it doesn’t have to be like that. Dr. Nisha Chellam joins us to share how functional medicine practitioners can build a thriving business that changes lives. She shares:

Her journey to building a functional medicine practice
How FM practitioners can work with traditional doctors
How to get over fears of charging your patients
Why it’s important to follow your goals
What your patients need to know about functional medicine

The Journey to Building a Functional Medicine Practice Dr. Nisha Chellam began her career as an internist and hospitalist, where she was able to help patients walk out of the hospital often within one or two weeks of admission. But what Nisha began to notice was that these patients often returned to the hospital with the same symptoms–she felt like a failure each time a patient returned. Nisha believed she should be curing the patients and treating the root cause of their problems, so they wouldn’t need to come back.

After becoming semi-retired and working at the VA, Nisha treated a patient suffering from osteoporosis who self-medicated with holistic alternatives and reached osteopenia. It was the first time Nisha saw an alternative to traditional medicine, and she was hooked. This patient sparked her interest in functional medicine, and after years of considering it, Nisha left the world of conventional medicine and founded her functional medicine practice.

Today, Nisha joins the FM Shift to discuss falling in love with medicine again, overcoming fears surrounding charging your patients, and how to educate your patients on functional medicine. She shares her perspective on the cost of healthcare and disease management.

How to Charge Your Patients When it comes to charging your patients, it can be a challenge to know how to value your services as a functional medicine practitioner. With most insurance companies not covering FM practices, the money you charge can make or break your practice.

But what if your fear of charing is simply a limiting belief?

If health is a priority for your patients, they will be more likely to pay higher fees for their healthcare. So if your patients see results and their lives are changing for the better because of your treatment plans, what’s stopping you from charging a premium price?

After all, FM practitioners get to the root cause of the issue, often helping patients need less medical care or even helping them not need care at all. What’s better health or being cured worth to your patients? What’s not needing traditional medicine worth–or saving themselves from years of conventional, expensive treatments worth? If you believe that your practice is preventing your patients from spending thousands of dollars annually, what’s stopping you from charging your worth?

Educating Your Patients As a functional medicine practitioner, you’re teaching your patients how to manage their health. It’s important to make sure your patients know that your job is not like a traditional doctor, whose job is to look for and manage diseases. Your job is to help guide your patients to living their healthiest lives and treat the root causes of symptoms. This means that you may not diagnose a patient’s problem because it isn’t your job to diagnose and manage diseases.

Since your job is so different from that of a traditional doctor, it is essential to inform your patients of the differences and encourage them to have a general practitioner in addition to your services. This way, you can avoid legal issues and ensure your patients receive the best medical care on all fronts.

About Nisha Chellam Dr. Chellam is a “recovering physician.” What does that mean? Medical school is about learning about diseases and managing to slow the progress. What do patients want? Patients want to resolve their condition. A recovered physician moves from medications as the only option to treating illness. Instead, is there a way we can rebuild health and resolve the disease?

Dr. Chellam struggled for years with Migraines and Hashimotos. She was able to resolve these by learning and applying functional medicine. And that is what she practices now. She is board-certified in Internal Medicine and board-certified in Integrative and Holistic Medicine. When there is so much information, the goal of the practice is to simplify this information. The power of nutrition is best when we personalize it. Lifestyle changes are challenging. How do we systematize it? We do testing that helps identify your individual needs and optimize your health.

How to Connect with Nisha Chellam: * Website: https://holisticicon.com/ * LinkedIn: https://www.linkedin.com/in/nisha-chellam-78a60527/ * Link to Book

If you’re looking for more information on creating a successful functional medicine practice, check out Episode #34 of The FM Shift, Empowering Patients Through Functional Medicine, with Alison Gannett. In this episode, Alison talks to us about how FM practitioners can give their patients better care by discovering the root causes of their illnesses.

The FM Shift shows you how to easily attract patients who want what you offer and are willing to pay you what you’re worth without waiting for your practice to magically mature.

Get more details here.

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Learning how to achieve financial freedom might be easier than you think. To create wealth, you don’t have to have the most successful functional medicine practice. You just have to have the right tools. Guest speaker Dr. John Soforic joins us to teach functional medicine practitioners creative strategies to reach their goals and build financial freedom. He shares:

Strategies on how to achieve financial freedom
How he went from an in-debt chiropractor to retired by 50
Ways to diversify your income stream
How you can choose your life
Why you might not need a mentor
How identifying your fears leads to success

How to Achieve Financial Freedom Dr. John Soforic is a chiropractor and worldwide bestselling author of The Wealthy Gardener. John is the first person in his family to graduate college in the family, and he has always aspired to great things. After graduating from chiropractic school and starting his FM practice, he set a goal to be retired by the age of 50 and break the generational cycle of debt to create wealth and financial power.

Through his FM practice and diversifying investments, he built wealth and achieved his goals. Still, he wanted his son to understand how he became the first person in his family to escape financial slavery. So he sat down and wrote The Wealthy Gardener as a personal guide from a father to his son on how to build his own wealth.

On this episode of The FM Shift, John is joining us to share his insights into building financial freedom and how to wisely spend your time to achieve all your financial goals. He shares insights into how to spend your time and how to address your fears to succeed.

Future Building is Key Do you know how to achieve financial freedom as a functional medicine provider? You have to get in touch with your desires but also your fears. If you can sit down and project what financial obstacles you may face, like shrinkage in insurance for the future. Guest speaker Dr. John Soforic feared what the future looked like for his children when they got out of high school and were faced with student loans by the time they were six or seven.

Even though he had a successful chiropractic practice, the money he was making went straight to paying off loans. So how did he start to build wealth? He got in touch with all his fears.
John’s philosophy is that everything starts with your mind. When you prepare for your future, it has to start with your thoughts–it has to start with setting your goals. So start by writing down what you want your future to look like.

By envisioning your future, you start to look beyond your FM practice and see what other areas can help you achieve your goals. Maybe that means diversifying your assets before spending money on a vacation or a fancy car. People may judge you for building your wealth outside of your practice, but that’s ok. These people may have different goals for themselves.

Do You Need a Mentor? Do you need a mentor to build a successful FM practice or build wealth outside of your practice? No, not at all! Every person’s journey is different, and while it’s great to build relationships with people, one of the best ways to build your business, fortify your soul, and execute your dreams is by reading books.

With mentorship, you can do many things. But mentorship may not get you exactly where you want to go. You can learn exactly what the people you admire learned through books while interpreting the knowledge in your own unique way. By doing this, you allow yourself to create the life you want precisely how you envisioned it without relying on anyone else.

About John Soforic Dr. John Soforic retired from his chiropractic practice in 2015 after spending 25 years in the field. Early in his career, John set a goal to break the cycle of financial slavery and retire at 50. To do this, he not only built his chiropractor practice, but he also spent his time reading books, where he learned how to invest in the real estate market. Today, he owns multiple real estate properties that allow him to have an extra $20,000 a month in passive income. But creating this wealth for himself wasn’t enough. John wanted to share his insights into financial freedom with his son, so he went on to write the international best-seller, The Wealthy Gardener, which has now been translated into eight languages and sold hundreds of thousands of copies worldwide.

How to Connect with John Soforic: * Website: https://wealthygardener.com/ * LinkedIn: www.linkedin.com/in/john-soforic-727b94140/ * Facebook: www.facebook.com/wealthygardener/ * Twitter: https://twitter.com/wealthygardener * Link to Book

If you’re looking for more information on wealth-building strategies, check out Episode #67 of The FM Shift, Wealth-Building Strategies for FM Practitioners, with Sean Adams. In this episode, Sean talks to us about how FM practitioners can use the same strategies the ultra-rich are using to create long-term wealth.

The FM Shift shows you how to effortlessly attract patients who want what you offer and are willing to pay you what you’re worth without waiting for your practice to magically mature.

Get more details here.

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Shifting your mindset is easier said than done. Many functional medicine practitioners struggle to see that they may be on the verge of huge success because of limiting beliefs. Guest speaker AJ Mihrzad joins us to teach functional medicine practitioners creative strategies to reach their goals and shift their mindset. He shares:

How shifting your mindset can change your health, business, and life
Strategies for marketing if online marketing fails
Ways to grow your FM business during unprecedented times
How you and your patients can lead a healthier life
How to present yourself online
The future of virtual medicine

Why Shifting Your Mindset Matters AJ Mihrzad is the author of the Mind Body Solution, personal trainer, and entrepreneur. He discovered his desire to help people nearly 20 years ago when he realized his obesity was caused by his need to soothe his emotions after experiencing a tumultuous childhood. Soon after discovering his passion, he created a unique strategy to lose weight and keep it off. Today, AJ uses his strategies to help people in his personal training business and his coaching business.

AJ is joining us on the latest episode of The FM Shift to share insights into how shifting your mindset can quickly change your business. He also shares strategies to market your business in the new online world so that you can stay ahead of the curve.

Your Mind Might Be Holding You Back Your belief system can impact your eating habits and health more than anything else. If your mindset says that healthy food is gross or unnecessary, you’re always going to believe that. If you’re constantly telling yourself that you’re lazy and exercise doesn’t matter, it’s going to be challenging to lose weight. But by shifting your mindset and believing you can make a difference in your life, that’s when the most powerful transformation occurs.

When you start believing you’re a fit person, that’s when you start acting like a fit person. For example, if you think you’re fit, getting up and exercising each day won’t feel like such a burden. With a shift in mindset, eating healthy will become second nature. All it takes is a slight shift in how you see yourself.

Pandemic-Proof Your Business The COVID-19 pandemic has hit most businesses hard. But many in the FM industry are thriving.

How did some entrepreneurs thrive while others didn’t?

Like in Darwinism, it’s survival of the fittest. Those who were able to pivot quickly saw the best results. The entrepreneurs who are thriving were able to pivot. They switched to online marketing–they created a funnel. They started using technologies and telehealth to continue seeing patients. They didn’t wait for restrictions to live–they didn’t wait to see how long the pandemic would last. They took immediate action and started changing their beliefs and strategies.

Even though the pandemic appears to be nearly its end, the world is not likely to return to its pre-pandemic normal. There’s still time to pivot. And, it’s essential to keep in mind that success could be just around the corner with an FM practice, so don’t lose hope.

About AJ Mihrzad AJ Mihrzad was recently inducted into the Personal Trainer Hall of Fame. His writing has also been featured in Entrepreneur Magazine, The Huffington Post, Men’s Fitness, Thrive Global, and Bodybuilding.com. AJ is a keynote speaker at high-end entrepreneurial and personal development events. He is also the host of the popular podcast, the Online SuperCoach Podcast, available on iTunes. Along with inspiring the lives of the general public, he is dedicated to helping coaches create an ethical and profitable online income through his business mentorship program available at OnlineSuperCoach.com.

How to Connect with AJ Mihrzad: * Website: www.onlinesupercoach.com * LinkedIn: www.linkedin.com/in/amihrzad/ * Facebook: www.facebook.com/AJsupercoach/ * Twitter: https://twitter.com/ajmihrzad * AJ’s Books on Amazon

If you’re looking for more information on shifting your mindset, check out Episode #45 of The FM Shift, Choose Your Attitude Before You Fall Prey to Circumstance, with David Neagle. In this episode, David talks to us about how FM practitioners can prepare themselves for failure and success by changing their beliefs.

The FM Shift shows you how to easily attract patients who want what you offer and are willing to pay you what you’re worth without waiting for your practice to magically mature.

Get more details here.

By AJ Mihrzad The Mind Body Solution: Train your Brain for Permanent Weight Loss [Paperback]

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Life Insurance as an investment? Financial expert Sean Adams joins us to teach how life insurance can benefit us as employers and beneficiaries. What you will learn:

How life insurance as an investment can benefit your business
Ways life insurance is more stable than traditional investments
Why offering life insurance policies may be a great way to attract good employees
How life insurance can be used as a low-risk loan
What makes life insurance an excellent warehouse for your money, instead of letting your money sit in a savings account
How inflation can affect investments

Life Insurance as an Investment for FM Practitioners Sean Adams is a financial expert who teaches people the benefits of using life insurance as an investment opportunity. He uses historical data to help those with discretionary income choose the best path to grow their wealth in a stable environment and create a resource that can act as a loan, a wealth-building tool, or an emergency fund. Through his work as the President of Leveraged Life Management, Sean has helped countless doctors and other professionals develop wealth-building strategies that utilize whole life insurance policies as a powerful financial vehicle.

In his own career journey, Sean realized that most financial advisors were repeating the same stale advice about wealth management over and over, so Sean decided to take matters into his own hands. He looked to the ultra-rich to see what they were doing to preserve, protect and grow their wealth, and he recognized the incredible potential of using whole life insurance policies as a savings vehicle.

Today on The FM Shift, Sean teaches us the same powerful wealth-building strategies he mastered for himself. He shares insights into why life insurance policies are a great place to grow wealth without worrying about market crashes or inflation. He also highlights the benefits of offering employees life insurance policies as an employee incentive.

How You Can Find Better Employees with Life Insurance For employers, offering life insurance policies to their employees could be a great benefit. Employers who provide life insurance policies typically insure their employees for their worth to the company. For example, if an employee’s salary is $100,000 a year, the policy would be for the same amount.

By offering life insurance, the company does a few important things. The first is that it’s an incentive for employees to accept a job with the company. In the current market, finding qualified employees is so difficult, an incentive such as life insurance can be the difference between an empty seat and a filled seat.

Additionally, a life insurance policy benefits the company as well. If an employee passes away while employed by the company, the employee’s family receives benefits from the policy, and so does the company.

H3: Are Life Insurance Policies Immune to Inflation?

When inflation increases, are insurance companies safe to invest in? The short answer is yes. Historical records dating back to the 1890s show that these insurance warehouses have held steady, even as the stock market and the real estate industry witnessed dips, even helping investors avoid the effects of inflation.

The only exception to the insurance industry noticing dips for their investors was in 1929 at the start of the Great Depression. But even then, the insurance companies were able to provide dividends to their investors. This is because insurance companies have to make the safest investment choices based on the economic environment.

To learn more about how whole life insurance can become the ideal wealth-building resource, visit www.leveraged-life.com or check out Sean’s Wealth Secrets podcast at https://anchor.fm/wealthsecretspodcast.

About Sean Adams, in his own words: “I spent the first 12 years of my career owning multiple small businesses. During that time I felt the overwhelming stress of banks and the government having control over my income.

Like most business owners, cash flow was always a challenge.

The hard-earned money I did actually receive always seemed to be held captive in savings & retirement accounts that were illiquid and offered next to no growth. Fast forward a few years to me selling my businesses and becoming a full time sales professional. I found myself making great commissions each month but again fell back into the same trap of having no idea where to safely stick my earnings.

I consumed hundreds of books, interviews and courses to learn as much as I could about wealth building & finance. What I found was that the ultra-rich had insider knowledge about how to protect and grow wealth and it was not being shared publicly. I made it my mission to distill down these wealth secrets and make sure everyone had access to them.

The most influential concept I discovered was the strategy of leveraging cash value life insurance as a savings asset. This approach gives you liquidity, hedges against market volatility and provides a safe, guaranteed return. My life insurance policies became a saving grace for me that changed my financial future. Because of this success, I became obsessed with spreading the message of this strategy.

We grew Leveraged Life Management from a strong desire to help professionals escape uncertainty and adopt a strategy that gives them the safety and protection they need.”

How to Connect with Sean Adams: * Book a meeting with Sean’s team: https://keap.app/booking/leveragedlifemanagement/intro-discovery-call * Website: www.leveraged-life.com * Sean’s “Wealth Secrets” Podcast: https://anchor.fm/wealthsecretspodcast * LinkedIn: www.linkedin.com/in/leveraged-life/ * LinkedIn: www.linkedin.com/company/leveraged-life-management/

The FM Shift shows you how to effortlessly attract patients who want what you offer and are willing to pay you what you’re worth without waiting for your practice to magically mature.

Get more details here.

If you would like to learn more about investments and how to use whole life insurance policies to grow your wealth, be sure to check out episode 67, Wealth-building Strategies for FM Practitioners, with Sean Adams, where Sean talks about how FM practitioners can grow their wealth and get tax benefits from their investments.

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How to run a medical office is just one topic that special guest Tonya Sowles covers when talking about how functional medicine practitioners can create a thriving practice with the right employees and an environment patients love to frequent. She teaches us:

How to run a medical office–from creating a company culture to hiring the right people
What company culture is
How your treatment of employee impacts your patients
Why employee benefits are changing
How to communicate with your employees

Not Your Cookie-Cutter HR Tonya Sowles is an HR expert and business coach who loves helping entrepreneurs create thriving work environments. She uses her many years of experience as an HR expert to customize business strategies for companies just beginning and looking to modernize. Regardless of what company Tonya is working with, she is adamant about listening to her clients and making sure they have a business plan that will work for them.

Today, on The FM Shift, Tonya talks about how company culture and communication skills can make or break an FM practice. She teaches us how to find the right employees from the job posting through the interview process, and she guides us to discover how our company culture is dictating more than when people get their coffee breaks.

How to Run a Medical Office – The Hiring Process As functional medicine providers, we are always busy. So we often find ourselves reluctant to end working relationships that aren’t a good fit. Usually, we’re just too busy to find a replacement or pile more work on while we search for a replacement.

But when we do find ourselves with a vacancy, mindset contributes to the problem. When there’s a vacancy in the office, things aren’t running as smoothly as they should. So, as a business owner, it’s important that the spot is filled, and that can mean that the first person who looks like they can do a good job is hired. That person may not be the best fit in the long run, but the wrong person is often chosen because you need someone now.

But if the hire isn’t listening to you or there’s no time for training, then your new employee is going to go against the grain and the company culture, leaving you worse off than you were when the spot was vacant. So even if you feel rushed, taking the time to find a great fit for your company is worth it in the long run.

How Do You Find the Right Employees? There’s no right or wrong answer to the question “How to run a medical practice?” But there are a few strategies that will help you find success. For example, taking the time to find the right person to fit your office can make or break your practice.

When searching for an employee, asking the right questions is critical. So how do you weed out the people who won’t be a good fit?

One way to help ensure you’re attracting people who will be a good fit right off the bat is by putting a caveat in the job posting. By placing an extra something in the job description–like emailing the resume or submitting a resume and a cover letter–anything that is extra–is a great way to see if the person applying for the job is paying attention to what you want and need and can follow directions or if they’re just applying for as many positions as they can.

Additionally, having two interviews, the first with your receptionist where simple questions like, “Tell me about yourself” are asked. By starting the interview process like this, office managers can save time and discover candidates that are good fits for the job.

For those who make it to the second interview, they will get to meet the office manager and be asked more challenging questions like, “What would you do if your manager did something you disagreed with?” You will get a variety of answers, but you will be able to choose the person whose answer best suits your office environment.

About Tonya Sowles Tonya Sowles is a Human Resources expert whose sole mission is to help people become the CEO of their own businesses by building a dream team that is engaged and loyal. Tonya fully believes that you can achieve bigger and better things when you have the right people around. The hardest part is learning how to keep your employees happy and thriving in a way that feels aligned with your business.

With over 20 years of experience in business management for small businesses, Tonya knows a thing or two about running a successful business. She is a Senior Certified Professional through the Society for Human Resource Management, holds a Master’s degree in business administration, and is a Speak to Inspire Method™ Certified Speaker & Facilitator, which all help her create excellent business plans that help build thriving company cultures. With Tonya’s guidance and planning, the entrepreneurs, small business owners, dream-havers and change-makers can create the lives they want on their own terms without working the 18+ days and the hustle.

How to Connect with Tonya Sowles: * Website: www.sowlesconsulting.com * 12 Ways to Engage Your Employees: https://sowlesconsulting.com/engagement * LinkedIn: www.linkedin.com/in/tonyasowles * LinkedIn: www.linkedin.com/company/sowlesconsulting * Facebook: www.facebook.com/sowlesconsulting

The FM Shift shows you how to easily attract patients who want what you offer and are willing to pay you what you’re worth without waiting for your practice to magically mature.

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Functional medicine legal issues is a broad topic, but special guest, attorney Scott Rattigan shares insights into how functional medicine practitioners can help protect themselves and their practices, especially as telehealth technology outpaces medical regulations. In this episode, you will learn:

What Functional Medicine Legal Issues you should be aware of
How to protect yourself and your practice from HIPAA violations
How telehealth could cause your practice problems
Why protecting your practice is important
Why informed consent is one of the most important elements in your business

The Functional Medicine Attorney Scott is an attorney, who started practicing law specifically for functional medicine practitioners after his wife, a functional medicine practitioner, opened her practice. Since then, Scott has worked with multiple FM practitioners to help prepare their practices for success as well as help FM practitioners when they have found themselves in trouble.

Today, on the FM Shift, Scott talks about the top three areas of vulnerability for FM practitioners and how you can set your practice up for success.

Functional Medicine Legal Issues With the rise of the COVID-19 pandemic came the rise of telehealth, which led to an increase in functional medicine legal issues and others in the medical industry. Across the industry, functional medicine practitioners started seeing their patients online, using platforms like Facebook, FaceTime, and Zoom to speak with patients.

Many of these online platforms are easily hacked, leaving patients’ personal information vulnerable to theft.

Unfortunately, because technology is outpacing rules and regulations, there is little precedent for how to solve the potential for the exposure of sensitive information. However, functional medicine practitioners can make sure they’re using the safest online platforms available when using telehealth.

Telehealth Vulnerabilities It’s not just network security that can create problems with telehealth. Functional medicine legal issues can also arise because some patients are out-of-state. Whether you live close to a state line or your patient specifically travels to you when a global pandemic isn’t prohibiting travel, it’s important to understand medical licensing laws.

If you are licensed in the state of North Carolina but have a patient who is quarantined in Texas, to treat your patient, you need to have a license to practice medicine in Texas. Even if this is a patient you have a history with, when your patient is on the ground in another state, you are technically practicing without a license (unless you also hold a license in that state). So be sure to follow licensing guidelines, even in these uncertain times.

About Scott Rattigan Scott Rattigan, J.D., is a licensed healthcare attorney and a co-founder of a thriving membership-based functional medicine practice with his wife Linda, a D.O. Scott helps integrative and functional medicine providers establish solid business and legal plans to protect themselves and their businesses from excess risk so that they can practice with the confidence and security to powerfully change the lives of their patients.

He is a nationally recognized attorney and business consultant for integrative and functional medicine practices. Together with his wife, he helps run a thriving functional medicine practice so he understands both the legal issues and the practical business issues that practices face today. He consults practices all across the country and is up-to-date on all of the latest laws, regulations, and temporary orders.

How to Connect with Scott Rattigan: * Website: www.functionallawyer.com/lha * LinkedIn: www.linkedin.com/in/scott-rattigan * LinkedIn: www.linkedin.com/company/functional-lawyer * Facebook: www.facebook.com/functional.lawyer * Twitter: @FxMedLawyer

The FM Shift shows you how to effortlessly attract patients who want what you offer and are willing to pay you what you’re worth, without waiting for your practice to magically mature.

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Using social media for medical practices is one of the best ways for patients to build the know, like, and trust-factor and drive patients to your practice. Guest speaker Olesija Saue joins us to teach functional medicine practitioners creative strategies to build a strong brand and use social media to their advantage. She shares:

Why social media for medical practices is critical
How to build the know, like, and trust-factor
The importance of your ‘why’
What marketing strategies no longer work
What marketing strategies you should be using

Why Branding Matters Olesija Saue is a leading expert on branding and social media marketing. With over 20 years of experience in leadership roles, Olesija has had her share of successes and failures. In 2008, Olesija was working in the steel industry in Estonia when the market crashed, leading her to find creative ways to market her business.

Everything Olesija teaches are strategies that she has researched and used for her own business as well as for her clients.

Now, on the latest episode of the FM Shift, Olesija is joining us to share how functional medicine practitioners can use social media marketing not just to grow their practices but how great marketing can build a strong connection to their patients.

Social Media for Medical Practices As functional medicine practitioners, building our medical practices can be a challenge. But one way to help our business get attention is by using social media. But, social media, when not used properly can do more harm than good for any brand.

As we create content, it’s important to keep in mind that social media is a place where our audience wants to see real people, sharing their values. It’s not a place where people want to see a shiny corporate brand.

People react to people, so companies that make people feel connected do better in the long-run. On social media today, it’s all about getting people to know, like, and trust you. That know, like, and trust-factor comes from building a great brand that connects.

Stories People Want to Hear People don’t want to hear about how amazing and awesome you are. In life, as well as in marketing, it’s easy to want to only talk about your successes. But there is research that proves audiences connect with brands faster when they hear the full story.

By sharing stories of struggle or failure, audiences can connect with the human side of your functional medical practice. When audiences feel your brand is human, they feel more connected and are able to trust that your brand has something special to offer.

What used to work in business doesn’t work anymore. People need a connection, and the more they connect with you the more they’re going to know, like, and trust you. Audiences want to know, like, and trust you before buying.

With social media, you really have to know yourself. You have to know your strengths, your weaknesses, your values, and most importantly your ‘why.’ When you know these four elements, you can build a brand that really speaks to your audience and sells your services almost without any sales tactics.

About Olesija Saue Olesija Saue is a branding and marketing expert with over 20 years of experience, including time spent as the CEO of Forbes Estonia. Currently, Olesija runs a branding and marketing firm as well as a coaching business. But she began her career as a sales manager in the steel industry and found great success in the business. While at the steel company, Olesija quickly rose to high ranks, but during the financial crisis of 2008, she found the company in trouble and had to figure out a way to save the company from collapse, which is when she first stepped into branding and marketing.

On her journey, Olesija discovered an essential element that helped companies stand out–the ‘why.’ The ‘why’ is something that isn’t easily forgotten and can be integrated into business strategy to make clients more attracted to your business. Today, Olesija uses her knowledge to coach business owners and help them discover their ‘why’ and build a strong brand that speaks to their ideal audiences, especially on social media, where businesses are most visible.

How to Connect with Olesija: * Website: https://olesijasaue.com/ * LinkedIn: www.linkedin.com/in/olesijasaue/ * Facebook: www.facebook.com/olesija.saue

If you’re looking for more ways to use social media for medical practices, be sure to also check out Episode #49 of The FM Shift, Functional Medicine Marketing and Branding. In this episode, David talks to us about how FM practices can use digital marketing to drive growth.

The FM Shift shows you how to easily attract patients who want what you offer and are willing to pay you what you’re worth without waiting for your practice to magically mature.

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Storytelling for sales? Expert Paul Smith shares how being open and telling stories can make you more trustworthy in the eyes of prospective patients. Hear insights about:

Paul outlines the five basic steps of the sales process and shares how storytelling for sales can help at each stage of the process
Why sharing your story should take place organically within your conversation, and why vulnerability and humility can strengthen your bond with patients
What kinds of stories you can share that show your trustworthiness, and in which scenarios each type of story makes the most impact
Why thinking of yourself as the “assistant buyer” focused on helping your patient make good choices can completely reframe your storytelling
How the right stories can help you overcome common objections and soothe the concerns of prospective patients
Why you shouldn’t just focus on sharing personal stories from your own experiences, and why stories from colleagues can be just as impactful

Storytelling for Sales As a Functional Medicine practitioner, it can be easy to forget that a big part of your job is sales. You have to sell your prospective patients on why you are the right person to help them with their medical challenges. But you probably weren’t taught how to sell effectively in medical school, so it’s a skill you have to learn by doing.

For this week’s episode of the FM Shift, encore guest and bestselling author Paul Smith returns to the show to discuss the incredible power of storytelling for sales. He explains how telling the right stories with authenticity and honesty can help you build trust and foster a healthy relationship with prospective patients. And that trust is crucial, both in converting prospects to patients and in maintaining your position as their trusted health advisor.

Paul Smith is an expert at understanding the value storytelling has for any business. He has worked extensively with CEOs, business leaders and corporations in a variety of fields and industries to unlock the power of storytelling for sales, and his insights are certain to prove valuable in helping you build stronger, more trusted relationships with patients and prospects.

Vulnerability and Authenticity in Storytelling for Sales Sharing truthful, authentic stories can be a powerful way to show your prospective patients that you’re putting their needs first. An example Paul gave would be sharing a story of a time in which you identified that you weren’t the right fit for a patient. This goes far beyond telling someone that you will only take them on as a patient if you’re able to help them, it shows them that you mean it by giving them past examples where you lived up to that promise.

Not only does this help allay their fears that you might only be interested in how much money you can squeeze from them, it also shows that you are putting their needs before other considerations… and that can be a powerful way to build trust.

Expressing vulnerability and truthfulness in your stories is important. It isn’t about admitting weakness, it’s about demonstrating your honesty. Think about it, would you rather work with an auto mechanic who says “oh yeah, I can take care of that no problem, just sign on the line here”? Or would you rather work with the one who tells you “I’m definitely going to do everything I can to take care of this for you, but if the job is beyond me I will let you know and send you to someone else I know who is an expert at this kind of work”?

That little bit of honesty really does make a big difference. The first mechanic in the example seems more concerned with telling you what he thinks you want to hear and getting your business than actually taking care of your car troubles. The second mechanic just feels more trustworthy because he isn’t pretending to have all the answers.

The Five Stages of Selling As Paul explained during his interview, there are five key stages a prospective patient goes through when making their “buying decision”. Storytelling for sales can be useful at every stage of the process, and different stories may be a better fit for each stage. Here are the five stages Paul outlined:

Meeting your prospective patient
Building a rapport
Giving them the sales pitch
Resolving their objections
Closing the sale

Working your storytelling into the conversation organically helps keep it from sounding too “salesy”, and the right story at the right stage can make all the difference. For example, stories can be a great way to resolve concerns and objections. You could say something like “a previous patient was having financial concerns like yours, so we sat down and explored payment options that would fit their finances. We were able to come up with a solution that worked with their budget.” You’re demonstrating through your story that not only are you willing to work with your patient, but that you have a proven track record of that level of flexibility with past patients.

Storytelling is an underrated art form. It can serve as a powerful trust builder, and it can serve to more effectively help you “get your patient out of their own way” and show that you’re ready to be a trusted, collaborative partner for their healthcare needs.

If you’d like to learn more about Paul Smith, his bestselling books, and his strategies for storytelling for sales, please visit his website at https://leadwithastory.com/.

About Paul Smith Paul Smith is one of the world’s leading experts on organizational storytelling. He’s one of Inc. Magazine’s Top 100 Leadership Speakers of 2018, a storytelling coach, and the author of three Amazon #1 bestsellers: Lead with a Story (now in its 11th printing, and published in 7 languages around the world), Sell with a Story, and The 10 Stories Great Leaders Tell; in addition to Parenting with a Story and his newest work, Four Days with Kenny Tedford. He’s a former executive at The Procter & Gamble Company and a consultant with Accenture prior to that.

As part of his research on the effectiveness of storytelling, Paul has personally interviewed over 300 CEOs and executives in 25 countries, and documented over 3,000 individual business stories. That’s allowed him to reverse engineer what works in storytelling and what doesn’t. His work has been featured in The Wall Street Journal, Fast Company, Inc. Magazine, Time, Forbes, and Success Magazine, among others.

Paul has trained executives at international giants like Google, Hewlett Packard, Ford Motor Company, Bayer Medical, Novartis, Abbott, Progressive Insurance, Luxottica, Walmart, Kaiser Permanente, among dozens of others.

A 20-year veteran of P&G, Paul worked most recently as director of consumer and communications research for the company’s $6 billion global paper business where he led a research team across four continents. He also held leadership positions in corporate finance, manufacturing plants, and sales working closely with major global retailers like Walmart, Costco, Asda, and Sam’s Club.

Paul holds a bachelor’s degree in economics, and an MBA from the Wharton School at the University of Pennsylvania. He lives with his wife and two sons in the Cincinnati suburb of Mason, Ohio.

How to Connect with Paul Smith: * Website: https://leadwithastory.com/ * LinkedIn: https://www.linkedin.com/in/smithpa9/ * Facebook: https://www.facebook.com/LeadWithAStory * Twitter: https://twitter.com/leadwithastory

About The FM Shift

The FM Shift shows you how to effortlessly attract patients who want what you offer and are willing to pay you what you’re worth, without waiting for your practice to magically mature.

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Medical practice marketing is just one of the many subjects special guest Brendan Coates is an expert on. He describes how functional medicine practitioners can better market their practices and build a passive income.

How medical practice marketing benefits your business
How to create a scalable marketing strategy
How to build a course
Why passive income is essential to FM practitioners
A few reasons why patients may not be responsive to you

The Gut Whisperer Brendan Coates, RHN, CGP, is a clinical nutritionist, author, teacher, speaker, and PhD candidate in nutrition. With his experience building thriving online businesses, Brendan is also an expert marketer. He has an overwhelming desire to spread his message throughout the world and teach everyone that they can have a healthy life free from GI problems. Due to his incredible passion for gut health, Brendan is fondly known as The Gut Whisperer, and he hopes that one day his message will be spread throughout the world.

Today, on the FM Shift, Brendan teaches us about the importance of medical practice marketing and how functional medicine practitioners can create a marketing strategy that helps them find more patients.

Creating Passive Income When it comes to functional medicine, every doctor has a limit to how many patients they can take on. So when you’re at capacity, it can be challenging to see how you can make more money. After all, you can’t clone yourself (yet)!

So how do you scale your business and spread your message to help more people when there’s only one of you?

The answer may be more straightforward than you think. Take a moment right now to think about all of the questions your patients ask you regularly. What questions do you hate repeating over and over again, seemingly every day without any reprieve? Whatever those questions you notice you’re growing tired of answering, those will be the foundation of your first blog, pamphlet, ebook, or course.

By creating this reference guide, you can direct patients to your video rather than repeating yourself endlessly and simultaneously build your first tool for medical practice marketing and passive income. Once you have the topics in mind, you can further expand on the subject by creating ebooks, courses, pamphlets, and more. The possibilities are endless! And don’t forget that you can repeat this process with any number of subjects.

Surround Yourself with Like-minded People As functional medicine practitioners, the world can sometimes feel a little lonely. You have to run your business, create medical practice marketing strategies, hire employees, and see your patients all on your own, and that’s just stating the obvious job responsibilities.

But even with all these tasks we’re responsible for, that doesn’t mean we have to suffer alone. There are plenty of functional medicine practitioners who want to connect and feel supported. Having that sense of camaraderie is one of the most important aspects of your business, especially in this new normal when so many are struggling.

It’s not just about forging friendships, though. When we surround ourselves with like-minded people, we can build a stronger business. Creating connections in the industry can help you build a stronger business and even help you build the confidence you need to make your business thrive.

When you have the support, especially from a mentor who has been where you are now, you start to see yourself and the world in an entirely different light, and that world usually looks a whole lot better.

About Brendan Coates Brendan Coates, RHN, CGP, is a clinical nutritionist, author, teacher, speaker, and PhD candidate in nutrition. His extensive sports, fitness modeling, and bodybuilding background give him an advantage over most fitness and wellness professionals as he seamlessly integrates his knowledge in nutrition, athletic, and health coaching. Brendan works part-time at an inpatient substance addiction clinic in Hamilton, Ontario, Canada, and has a thriving clinical practice in Burlington, Ontario, Canada. His objective in his practice is to create tailor-made protocols unique to each patient’s needs and individual choices. His overwhelming desire to spread his message has led him to teach nutrition classes and educational workshops across the GTA and internationally via the internet. Brendan’s goals include expanding his clinic and eventually teaching and speaking globally!

How to Connect with Brendan Coates: * Website: www.bodiesbybrendan.com * LinkedIn: www.linkedin.com/in/brendan-coates-02976b188 * Instagram: www.instagram.com/brendanmacoates * Facebook: www.facebook.com/bodsbybrendan * Book: https://amzn.to/3sXSzuE

If you’re looking for more ways to improve your marketing strategies, be sure to also check out Episode #49 of The FM Shift, Functional Medicine Marketing and Branding, with Dr. David Touhill. In this episode, David talks to us about how FM practices can thrive during a pandemic and in a virtual environment.

The FM Shift shows you how to easily attract patients who want what you offer and are willing to pay you what you’re worth without waiting for your practice to magically mature.

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Treating obesity is one of special guest Joel Greene’s areas of expertise. With over 50 years of experience researching nutrition, health, and anti-aging, Joel knows how to help patients lose weight and keep it off. Today, he teaches functional medicine practitioners how their patients can benefit from alternative weight loss methods.

How treating obesity changes patient lives
The connection between our ancient ancestors and modern weight issues
Why obesity is prevalent
How you can holistically lose weight
How the body’s cycles impact weight loss

Alternative Methods to a Healthier Life Joel Green is the creator of the VEEP Nutrition System. Over the last 50 years, he has dedicated his life to researching and understanding health, nutrition, and anti-aging. He is a proponent of the keto diet and intermittent fasting, but more than that, he understands the connections between our ancestors and our modern dietary and health habits. By linking our genetics to eating patterns, he helps us see how to live our best lives and create healthy lifestyle choices.

In this episode of The FM Shift, Joel teaches us about the importance of properly treating obesity and how functional medicine practitioners can help themselves and their patients by following the ancient eating patterns of our ancient ancestors.

Cycles of the Body Did you know that the body has more cycles than just the circadian rhythm? There’s a seven-day cycle, seasonal cycle, organ clocks and more. But what makes the biggest impact on our health and wellness?

The organ cycle.

Due to ancient genetics, our body goes through cycles that impact how our body stores and sheds fat and builds muscle. Our hunter-gatherer ancestors got used to having cycles of feast and famine, making their bodies adjust to both lifestyles.

When our ancestors were in a lean season, they were able to be more sedentary and rely on fat reserves to keep them healthy. However, as soon as an abundance of food was available, they were quick to feast, then begin exercising.

In our modern bodies, we get used to feasting nearly every while, while busy schedules and other factors make it difficult to make time for exercise. Without this important factor, our bodies hold on to fat more readily and lead to obesity.

However, with the right information, treating obesity can be easy and effective.

Intermittent Feasting Today, intermittent fasting is a fad that many health-conscious people pursue. But did you know that intermittent feasting was one of the ways our ancestors kept in shape?

Because hunter-gatherers often found themselves in starvation mode, they were likely to feast intermittently. When food supplies were full, a feast was in order. Then, when supplies were lean, they would intermittently fast, allowing their bodies to go into starvation mode, which causes their adipocytes to shrink, resulting in weight loss and keeping them lean.

With most modern humans having consistent access to food supplies, the theory of intermittent fasting and feasting has lost its place. However, for those who understand the body’s cycles and want an alternative method to lose weight and create a lifestyle more similar to our ancient ancestors can be a great way to lose weight.

Joel Greene Joel Greene is the creator of The VEEP Nutrition System, the world’s first commercially available program based on targeting gut communities to affect health and body composition. His system has been used by some of the nation’s largest employers, including major cities and hospitals and featured on Dr. Phil Show storylines. Joel is also a featured author, speaker, and consultant for nutrition companies, top tier publications, and major podcasts. Beginning with the first article on the gut biome revolution to the health and fitness community written in 2007 he has amassed the largest known body of outcomes targeting the gut biome. He is the author of The Immunity Code: The New Paradigm for Real Health and Radical Anti-Aging.

Joel has devoted over 50 years to the pursuit of health, nutrition and anti-aging. He was training intervals in the 1970’s, taking MCT’s in the late 80’s, Keto in the early 90’s and targeting AMPK by 2009. At age 55 he is a 100 percent natural athlete and uses no ergogenic aids while working out on average once per week and eating whatever whenever.

Joel has built two previous multi-million dollar companies in the tech space and been an entrepreneur for over 30 years. His own experiences building a startup with 15 hour days and non stop pressures led him to see that 99% of the popular advice does not translate into real world circumstances. He has devoted over 15 years to solving the problem of finding how to control the body under real life pressures.

The FM Shift shows you how to easily attract patients who want what you offer and are willing to pay you what you’re worth without waiting for your practice to magically mature.

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Wealth-building strategies? Sean Adams is an expert who can help you turn income from your Functional Medicine practice into real, generational wealth. Get insights about:

How Sean built up his business owner skills, and how he realized the importance of creating sustainable, long-term wealth-building strategies
How the financial advisors Sean worked with were all teaching the same basic wealth building strategies, and how he looked instead to what the ultra-rich are doing
Why Sean developed financial strategies utilizing life insurance policies that allowed him to remove banks from the equation and take control of his own wealth
Why using life insurance as a savings asset offers many tax benefits and allows you to grow your wealth regardless of what the broader economy is doing
How Sean’s methods reduce your exposure to the market’s whims and provides many layers of protection from risk
What methods exist to utilize the money in your life insurance policies, and why your interest continues to grow even when you’re using it elsewhere
How the costs of whole life insurance policies are “front loaded” to the first few years of owning the policy, and why this makes them ideal for long-term growth
Sean discusses the important differences between term life insurance and whole life insurance that you need to be aware of
How the whole life insurance wealth-building strategy works similarly to a Health Savings Account, and what tax benefits you’ll receive

Wealth-Building Strategies for FM Practitioners Sean Adams is an expert at helping high-earning professionals grow their wealth. Through his work as the President of Leveraged Life Management, Sean has helped countless doctors and other professionals develop wealth-building strategies that utilize whole life insurance policies as a powerful financial vehicle.

Today, Sean teaches others those same powerful wealth-building strategies he mastered for himself. In this episode of the FM Shift, Sean gives an overview of what makes whole life insurance such an attractive and versatile vehicle for helping Functional Medicine practitioners grow their wealth and he highlights the many benefits this strategy offers, from tax advantages to guaranteed yields at little risk from the “market rollercoaster.”

Wealth-Building Strategies Using Whole Life Insurance Did you know that you can borrow against whole life insurance, and that the funds continue to grow interest even while you’re putting them to work elsewhere? Did you know that your wealth will continue to build in your policy no matter what the economy is doing? Did you know that using a whole life insurance policy in this way offers significant tax advantages, guaranteed growth with far less risk than investing in the stock market, and can help protect you from claims against your assets?

As Sean explained during the episode, the big financial institutions use these types of policies to generate virtually effortless money for themselves, and they share little of their returns with their customers. The funds you have in your checking and savings accounts are probably being used by your bank in just this way. For Sean, realizing that he could “cut out the middleman” and “become the bank” was a revelation that completely transformed his relationship with his money… and he decided to dedicate himself to teaching others these same powerful financial strategies.

Working with the Right Professional Sean says that most life insurance professionals won’t set up a whole life insurance policy correctly to truly take advantage of his wealth-building strategies, because most professionals are more concerned with their commission. That’s why it is critically important to work with a professional that understands your goals and can help you create a policy that will get you there.

Finding the right advisor who understands how to structure a whole life insurance policy as a wealth-building vehicle may take some extra work, but the benefits make it more than worthwhile. You can minimize your tax burden, shield your wealth from predatory lawsuits and legal judgments, borrow against it to create easy-to-access cash flow or to fund the further growth of your FM practice, and become virtually immune to the rollercoaster of the stock market.

To learn more about how whole life insurance can become the ideal wealth-building resource, visit www.leveraged-life.com or check out Sean’s Wealth Secrets podcast at https://anchor.fm/wealthsecretspodcast.

Like most business owners, cash flow was always a challenge.

We grew Leveraged Life Management from a strong desire to help professionals escape uncertainty and adopt a strategy that gives them the safety and protection they need.”

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The risks and benefits of hypnotherapy is just one topic that special guest Wendi Friesen speaks to when she describes how hypnotherapy can benefit functional medicine practitioners in business and help their patients.

Insights around the risks and benefits of hypnotherapy as a treatment strategy
How hypnosis can help build your FM practice
How hypnotherapy can heal your patients
The relationship between hypnosis training and building rapport
How limiting beliefs may hold you and your patient back

Healing All With Hypnosis Wendi is a healer, teacher, and creative marketing expert. In the early ‘90s, when Wendi was a broke single mom of two, she discovered hypnotherapy classes, which led her to create an incredibly successful business helping people. Within a year, Wendi started a million-dollar business that has since grown. Today, she has helped countless people worldwide heal from past traumas that impacted their personal and professional lives, as well as their health.

Today, on the FM Shift, Wendi teaches us about the risks and benefits of hypnotherapy for functional medicine practitioners to use in our personal lives and as an alternative treatment for our patients.

Positive Intention Did you know that the power of suggestion is real? As functional medicine providers, we know how powerful our treatments can be. However, the way we present information to our patients is just as powerful. When a traditional doctor tells a patient, “You need surgery and could have many complications with recovery,” this provides the patient with a negative intention. While the doctor likely didn’t mean to plant negative thoughts in the patient, there is a better way to communicate. These negative thoughts can lead to fear in patients and truly inhibit their recovery time. Instead, why not say, “You need surgery, but most people recover quickly, though there are a few who take more time than others to heal.” By reframing our language, we can help create even better outcomes for our patients. Plus, the way we phrase our words can also lead to better doctor-patient relationships. Beliefs Can Hold Us Back or Help Us Thrive When building a functional medicine practice, we face many obstacles. One obstacle is attracting patients, especially when many insurance companies won’t cover our practice. With COVID creating a unique market, it’s been easy for functional medicine practitioners to feel defeated and like we’ll never build a successful, thriving practice.

However, there’s proof around every corner that COVID doesn’t have to stand in our way.

Believing that COVID is why your business isn’t thriving might be a limiting belief holding you back. When we hold on to limiting beliefs, there might be more to the story. Perhaps it’s a fear of failure or even a fear of success. There are many reasons a limiting belief may be holding you back. But it doesn’t have to be that way.

When we open ourselves to the possibilities by removing limiting beliefs, we can see how much our services as functional medicine providers can benefit the world. Switching mindset from COVID is ruining our lives to COVID provides us with an opportunity to help even more people.

About Wendi Friesen Wendi Friesen is a world-renowned healer who has been featured in publications like The Washington Post, GQ, Style., and many others. When Wendi first began her journey to healing people in 1994, she was a broke single mom of two, struggling to make ends meet. After discovering a hypnotherapy class, she was able to quickly build an incredibly successful business helping people. Her company, Wendi.com, soon reached incredible heights, guiding millions of people to lead more fulfilled, healthier lives.

With over 300 audio and video programs, Wendi is able to speak to many people’s needs worldwide. Her work encompasses mindset shifts that encourage growth in every aspect of her client’s lives. Through her private in-person and virtual healing sessions, Wendi has even been able to help heal patients that traditional doctors long ago gave up on. Wendi believes the mind is a powerful tool that, when used correctly, can overcome any obstacle, and she has made it her life’s mission to show people just how strong they are.

How to Connect with Wendi Friesen: * Website: www.wendi.com/ * LinkedIn: www.linkedin.com/in/wendifriesen/ * Courses: www.wendi.com/collections?category=health * Twitter: @WendiTV

The FM Shift shows you how to easily attract patients who want what you offer and are willing to pay you what you’re worth without waiting for your practice to magically mature.

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Doctor patient communication is one of the keys to a successful business, but with so many different people in the world, how does a functional medicine practitioner connect to each unique personality? This week, on the FM Shift, special guest Merrick Rosenberg explains:

Doctor Patient Communication
How to step into your personality
How to quickly identify different personalities
Why it’s important to interact differently with people
Why changing your behavior for each patient leads to success

Why Personalities Matter Merrick Rosenberg is a leader on thought personalities, the co-founder of Team Builders Plus, and Take Flight Learning, and the author of The Chameleon and co-author of Taking Flight. With Merrick’s personality expertise, he has helped companies like AstraZeneca, the American Heart Association, Aetna, and more build stronger, more understanding teams.

Everything Merrick teaches is based on years of observation, research, and implementation. After graduating with an MBA and stepping into the corporate world, he realized that the most successful and well-liked leaders had one thing in common. They adapted their communication style for whomever they were speaking.

Once Merrick realized that these communication styles were evolving based on personality types, he knew how powerful teaching others how to communicate effectively would be. He made it his goal to help businesses everywhere better communicate with their teams and their clients.

The Four Personalities Doctor patient communication is always essential, but as functional medicine practitioners, we run across all kinds of people every day. Sometimes, it’s hard to know how to interact with patients. It’s easy to believe that everyone thinks like we do and interact with them as such.

But, when we interact with people in our personal style, we can end up alienating some patients, making them feel unheard and even unwelcome, even though it’s not our intention. This mistake often happens because of how we communicate.
While your communication and personality style may be direct and to the point, your patient may need to feel a deep connection before diving into treatment plans. Or perhaps they need to have their long list of questions answered. That’s where understanding the four personalities comes in.

What are the four personalities?

The Eagle. The Dove. The Parrot. The Owl.

Each of the four is unique, easy to remember, and easy to identify once you understand each personality characteristic. Then, once you’ve mastered understanding each personality type, the way you interact with each will be so much easier!

Becoming the Chameleon How to interact with patients is a tricky subject. When there are so many factors to consider, it’s difficult to understand why your interaction matters at all, especially if you can help them regardless of your doctor-patient relationship.

You may not know that patients typically respond better to doctors they have a good relationship with. Patients who like their doctor are more likely to keep returning and even refer friends or family members. As functional medicine practitioners, this is incredibly important because with most insurance companies not covering our services, we rely on good relationships with our patients to keep us in business.

But how do we build the know, like, and trust factor with our patients? We have to become a chameleon.

Because each patient is different, we have to meet them where they are. That might mean taking a moment to connect emotionally, or it might mean jumping right into the treatment plan. Regardless of what each patient likes, you’re sure to create a lasting relationship by going the extra mile.

About Merrick Rosenberg Merrick Rosenberg is an international thought leader on personality styles and team building, author, and keynote speaker. With 30 years of experience helping companies better communicate with their clients and staff, he knows a thing or two about building healthy and lasting relationships. After realizing that successful leaders in the companies he worked with all had one thing in common: excellent interpersonal and communication skills, Merrick set out to help businesses everywhere excel by formulating his easy-to-remember Four Personalities DiSC assessment and team building program.

How to Connect with Merrick Rosenberg: * Website: https://takeflightlearning.com/ * LinkedIn: https://www.linkedin.com/in/merrickrosenberg * Facebook: https://www.facebook.com/PersonalityWins * Twitter: https://twitter.com/merrickr

If you’re looking for more ways to improve doctor patient communication, be sure to check out Episode #14 of The FM Shift, Creative Ways to Increase Patient Volume in a Pandemic, with Dr. Brad Watts. In this episode, Brad talks to us about how FM practitioners can increase their patient pool through effective communication.

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Special guest Tommy Breedlove joins us to talk about how functional medicine practitioners can provide telehealth services for patients while creating a welcoming virtual environment and how to pivot in the field during and after COVID-19. He shares:

Insights into telehealth services for patients
How to adapt your practice for COVID
Why telehealth is here to stay
How FM practitioners can better connect with patients
Why self-care and self-love are important for FM practitioners
How to evolve your practice to stay relevant

Leading by Example Tommy Breedlove is a best-selling author of Legendary and business, relationship, and mindset coach, as well as an international keynote speaker. His business is guiding people to live their dreams.

Everything Tommy teaches, he practices in his everyday life. From meditation to affirmations, Tommy is happy to be on the right side of karma and help people find their true calling.

Today, on the FM Shift, Tommy joins us to share with functional medicine practitioners how their own self-care is essential for their patients. He also gives us insights into staying relevant in a world that’s constantly changing, even walking us through the details of the future of telehealth and how it can allow us to serve more people and make more money.

Don’t Become a Dinosaur During the COVID-19 pandemic, the world changed. Suddenly business trips, school, offices, and many other in-person functions were canceled. Luckily, thanks to technology, many businesses didn’t miss a beat.

But that doesn’t mean businesses didn’t struggle.

As functional medicine practitioners, we had to get creative with how we served our patients. That meant entering new territory for many of us and creating telehealth services for patients.
While many doctors nationwide offered telehealth services before COVID, suddenly all patients were seen virtually.

As we inch nearer to the pandemic’s end, it’s easy to think that the market will return to the old way, and many of us are looking forward to getting back into the office.

But before we make that jump, take a moment to think about the benefits of telehealth for your patients. Virtual visits mean they can attend their appointments without the hassle of driving across town and taking time off work. And, as you know, time is money.

Speaking of which, when patients are able to spend 15-30 minutes on a virtual call with you, instead of an hour or two to see you in person, you will be able to serve more patients every day. Additionally, you will be able to serve a wider range of clientele. After all, when your practice is virtual, you can help patients from all over your state, not just your local area.

When the pandemic is over, don’t think that just because you can have in-person appointments means face-to-face is best. Don’t lose patients to a competitor simply because they continue their telehealth and you don’t.

Make Space for Your Patients Did you know that functional medicine is more than serving your patients? When you’re a healer, it is your job to make sure your patient has what he or she needs to heal. However, you cannot heal someone when you still have wounds.

That’s why it’s so important for you to practice self-care, self-love, self-respect, and more.

Healing is more than understanding the root cause of an illness and healing it. It’s also about making sure the mind is healthy.

For doctors, it can be difficult to make space for your patient to recover if you’re still feeling the pain of your own traumas, especially when providing telehealth services for patients, it can be challenging to create a warm and empathetic environment. But, if your mindset is clear and healthy, you can make yourself more available to your patients.

This means that you will be able to serve your patients better and reach a wider population. As your mindset heals from your past traumas, you will notice that you start to let go of negativity, fear, and pain, opening yourself up to take on more than you ever thought possible.

About Tommy Breedlove Tommy Breedlove is the author of the best-selling book Legendary. But before he was featured in the Wall Street Journal and USA Today, Tommy spent 20 years at one of the largest financial consulting firms in the world, where he eventually became a shareholder, the International Practice Leader, and a board of directors member for one of the largest accounting firms in the Southeast. But, at the height of his career, Tommy walked away from the corporate life to help people follow their dreams. He shows his clients how to live with meaning and balance while obtaining financial freedom and working in their zone of genius.

How to Connect with Tommy Breedlove: * Website: www.tommybreedlove.com/gifts * Book: https://tommybreedlove.com/get-inspired/book-legendary * LinkedIn: www.linkedin.com/in/legendarybook/ * LinkedIn: www.linkedin.com/company/tommy-breedlove/ * Facebook: www.facebook.com/tommybreedlovelegendary * Twitter: @TommyBreedlove

If you’re looking for better ways to provide telehealth services for patients, be sure to also check out Episode #8 of The FM Shift, Move Your FM Practice into the Online Space, with Sandra Haseley. In this episode, Sandra talks to us about how FM practices can create a thriving virtual practice that meets all your patient needs.

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Diabetes and intermittent fasting is just one strategy that special guest Geoffery Woo explains how functional medicine practitioners can help their patients optimize human performance and physiology with alternative medical treatments.

Insights around diabetes and intermittent fasting as a treatment strategy
The difference between exogenous ketones and endogenous ketones
What may count as breaking an intermittent fast
The relationship between ketosis and diabetes
How functional medicine practitioners can give patients tools for success

Optimizing Patient Health through Science Geoffrey is a serial entrepreneur with a passion for technology, which he combines with his love for being healthy. When he realized that science and technology could help optimize human health, he knew he had to bring his knowledge to the field. That’s when he founded his current company, HVMN.

Today, on the FM Shift, Geoffery talks about how science and technology go hand-in-hand with medicine and how functional medicine practitioners can help their patients optimize their health and everyday performance with individualized nutritional plans.

Achieving Optimal Health As functional medicine providers, we are thought leaders who our patients look to for the most current medical treatments when looking for strategies to optimize their health. You’re responsible for providing your patients with cutting edge treatment plans — and as technology continues to accelerate — and your patients gain access to the same information we do — it’s even more critical for your relationships with patients that you generously share your insights, teach, and help them make better choices.

Now, more than ever, patients have access to the same journals and studies we do — and for patients fully invested in their health — it’s important to position ourselves as experts regarding which treatment is right for them based on their goals and expectations.

Popular Dietary Trends as Medical Treatment You’ve likely heard about diabetes and intermittent fasting as a treatment strategy for diabetic patients. But — we took the opportunity to have a discussion with Geoffrey about the long-term effects of ketosis and whether intermittent fasting is safe to consider for diabetes.

While current research doesn’t show any adverse effects from extended ketosis — it may not be for everyone. However, patients such as those with Type II Diabetes may see great results from prolonged ketosis, making the keto diet, and/or fasting, potentially great treatment plans.

On the other hand, high-performing athletes looking for ways to make gains may not see their desired results while in ketosis. As always, each patient situation is different, but with all the benefits ketosis and intermittent fasting can create, it may be an excellent treatment plan for some of your patients.

About Geoffrey Woo Geoffrey Woo is a graduate of Stanford University, where he earned an undergraduate degree in computer science with a specialty in Distributed Systems and Information Technology. After graduating with honors, Geoffrey co-founded Glassmap Inc., where he worked as the CEO until Groupon acquired it.

After his time in Silicon Valley with his startup, Geoff noticed a trend in the tech world. Everyone was focusing on optimizing technology and not the humans behind the technology. That’s when he decided to help optimize human physiology using his in-depth knowledge of technology. Soon after he decided this, Geoffery co-founded HVMN, where he is currently the Executive Chairman.

How to Connect with Geoffrey Woo: * Website: www.hvmn.com * LinkedIn: https://www.linkedin.com/in/geoffreywoo/ * Facebook: https://www.facebook.com/geoffreywoo * Twitter: @geoffreywoo * Instagram: https://www.instagram.com/geoffreywoo

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Medical practice branding strategies are just one way Nick Cavuoto provides medical entrepreneurs with hope and actionable tips to get their businesses back to pre-COVID numbers and expanding. He shares insights about:

Keys to medical practice branding
How to grow your business quickly
How you can sell more
Reasons entrepreneurs struggle
How you can go from rock bottom to the top

From Top to Bottom and Back Again Nick Cavuoto is a speaker, entrepreneurial mentor, and personal brand expert specializing in content marketing, sales, and transformational leadership. Nick believes that successful businesses in the future will focus on building relationships and authentic connections. Nick uses his unique philosophies in his own business and teaches all his students to do the same. On the most recent episode of the FM Shift, Nick joins us to discuss his entrepreneurial journey from making $150,000 a month to not being able to pay a $30 restaurant bill and how he went from this rock bottom back to the top in just a few short months, and how you can use medical practice branding strategies to build an incredible and long-lasting business.

The Secret to Success In medicine, it’s easy to get so into serving your community that you forget to have a cushioned bottom line. It’s understandable. After all, most doctors got into medicine for one of two reasons: money or helping people. Chances are, if you’re a functional medicine practitioner, you fall into the second category, but that doesn’t mean you can’t earn a good living!

What it comes down to, though, is making sure that you have a business strategy and medical practice branding strategy rather than simply providing a service. One secret to success is ensuring you’re both confident and competent. If you’re competent, there’s no good reason not to be charging your worth. Yes, you want to serve your community, but you also have to put food on the table. You’re worth it.

Daily Themes Every day, people surround themselves with four core themes. These themes are what you are spending the majority of your time on throughout the day. Take a moment to think about what most of your time is spent on. Are you being productive the whole day or spending half the day getting distracted by the television? Are you focusing on what you love or spending time on tasks you hate? Most people spend a small portion of their day in their zone of genius, focusing instead on tasks they dislike and could easily delegate to people who may like the project a whole lot more. If you find yourself spending too much time on the tasks you don’t like, you’re never going to reach your full potential. Burnout will happen faster, and you will want to give up. But, if you spend time doing the thing you love and delegate those mundane tasks to someone else, you will find yourself enjoying the journey to the top so much more.

About Nick Cavuoto Nick Cavuoto is a long-time entrepreneur with experience speaking, personal branding, and as an entrepreneurial mentor. He specializes in content marketing, sales, and transformation leadership. He has had the pleasure of working with some of the most influential Fortune 500 companies, including Paychex, Pandora, and Microsoft, to name a few. Additionally, he has worked with top business leaders like Todd Herman, Scott Oldford, and Mike Kim. Nick’s unique philosophy on building a successful business requires leaders to create authentic connections and relationships. Nick’s passion to mentor businesses has taken him to stages all over the country, speaking at conferences and hosting masterminds to teach entrepreneurs everything he knows about personal branding, entrepreneurship, and life.

Website: www.nickcavuoto.co
Instagram: @nickcavuot
Facebook: facebook.com/nickcavuot
Twitter: @nickcavuot
LinkedIn: linkedin.com/in/nickcavuoto

If you’re looking for more ways to market your practice better, be sure to also check out Episode #49 of The FM Shift, Functional Medicine Marketing and Branding, with Dr. David Touhill. In this episode, David talks to us about how FM practices can use medical marketing strategies to help their businesses thrive in 2021.

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Ways to increase patient volume is one struggle functional medicine practitioners struggle with. Guest speaker Paul Smith joins us to teach functional medicine practitioners creative strategies to do just that using storytelling. He shares:

Ways to increase patient volume
How to engage your audience
What questions your story should answer
What stories leaders need to know
What doctors can do to tell stories
Why stories matter to functional medical practitioners

Why Storytelling Matters Paul Smith is a leading expert on organizational storytelling, author of three Amazon Books #1 Bestsellers, and storytelling coach. With Paul’s storytelling skills, he helps organizations reach new heights of success.

Everything he teaches is based on his years of research and interviewing successful people from all walks of life to discover they all shared the same secret: Knowledge of the Art of Storytelling.

Now, on the latest episode of the FM Shift, Paul is joining us to share how functional medicine practitioners can use storytelling not just to grow their practices but how storytelling can best help their patients.

Storytelling and the Human Brain As functional medicine practitioners, helping people is your job. When patients find it difficult to pay for medical services due to insurance not covering your practice, getting patients to come to you can be challenging, and discovering new ways to increase patient volume can sometimes seem impossible.

That’s why you turn to sales and marketing experts to help you get patients through the door. But what if storytelling was all you needed?

When you go to marketing and sales experts for help scaling your business, you’re trying to get people to think, feel, and do something they’re not currently doing. Humans make many of their decisions in their subconscious–the feeling part of the brain–then the conscious, logical, brain rationalizes the decisions.

Good storytelling appeals to both sides.

In medicine, everything is logical. As doctors, every decision you make is based on studies and research, but the analytical approach may not always work for your patient. That’s why medical practitioners must be able to reach both the logical and emotional sides of the brain. Your patients will, more often than not, make decisions based on their emotions.

How Can Doctors Tell Stories? While storytelling may make sense in many professions, it may be difficult to see how storytelling can work in your medical practice. After all, you don’t have 20 minutes to spare, telling each patient a story.

The good news is, only 10-15% of your words should be a story, leaving 85-90% of your words for regular usage. So, if you see a patient for six minutes, only one minute should be spent on telling your story.

With such a small amount of time allotted for reaching your patient’s emotions with a story, it’s good to keep in mind stories that may relate to the patient. For example, if you have a patient struggling to accept a care plan, tell them a brief story of a few patients with a similar demographic–one who didn’t choose the care plan and saw poor results and others who adhered to the care plan and saw better results.

Beginning your suggested treatment plan like this can help your patients respond better to care plans.

About Paul Smith Paul Smith is a world-renowned storyteller, Amazon book #1 bestseller, and storytelling coach, having worked with industry giants like Google, Hewlett Packard, Kaiser Permanente, and more. With over 20 years working with Procter & Gamble, Paul knows a thing or two about helping businesses thrive. After leaving corporate, Paul set out to discover what made successful people successful, and after ten years and hundreds of interviews, Paul found an amazing thing.

Every successful leader he spoke with all could do one thing: Tell a Compelling Story. Once he realized this, Paul reverse-engineered his research and discovered the secrets to telling stories worth remembering.

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Dr. Rob Vasquez and Dr. Randy Johns join us to share their amazing diet strategy, the ketobolic method. Hear insights about:

Dr. Vasquez and Dr. Johns’ diet strategy, the ketobolic method
Why Dr. Vaszquez and Dr. Johns created the ketobolic method
The top mistakes practitioners make in prescribing a ketogenic diet and how to avoid them
the difference between SCT oil and ghee in a ketogenic diet
How to create a ketogenic regiment for yourself

FM Diet Strategy: The Ketobolic Method Dr. Rob Vasquez and Dr. Randy Johns are The Happy Healthy Guys, founders of the ketobolic method. The ketobolic method is the world’s most innovative diet strategy for burning fat, balancing hormones, and increasing energy. In addition to that, they are the creators of a one-of-a-kind product, SCT oil. Dr. Vasquez and Dr. Johns are on a mission to inspire others to live a Happy Healthy life! In this episode of The FM Shift podcast, they join us to share their stories and explain what inspired them to help other people who were also struggling with their own health challenges.

The Digitized Diet Program Almost every functional medicine practitioner out there is constantly searching for a very sensible diet strategy for their chronically ill patients. In addition to that, many FM providers attempt to adopt the ketogenic diet, but they get it wrong in many ways. As the experts on metabolism, Dr. Vasquez and Dr. Johns received tons of questions regarding the diet program they offered in their clinic, but they could not possibly respond to the demand. In response, they created a virtual version of their diet program so that both doctors and patients could get access to it at any time.

Start Burning Fat Dr. Vasquez and Dr. Johns were able to develop the ketobolic method because they had already done everything wrong before. One example of this is protein consumption. If we consume too much protein, we will eliminate any potential for fat burning. The fastest way to move somebody out of inflammation is to move their metabolic needs from burning protein and carbohydrates to burning fat. Even if someone is consuming high protein and low carbs, too much protein will cause the body to continue burning sugar. This is the most common mistake that practitioners make in prescribing ketogenic diets, and the ketobolic diet is changing the game.

How to Connect with Dr. Rob Vasquez & Dr. Randy Johns – The Happy Healthy Guys * Website: https://www.happyhealthycentral.com/ * Dr. Rob’s LinkedIn: https://www.linkedin.com/in/rob-vasquez-a1838354/ * Dr. Randy’s LinkedIn: https://www.linkedin.com/in/dr-randall-johns-02b28555/ * Instagram: https://www.instagram.com/thehappyhealthyguys

About Dr. Rob Vasquez & Dr. Randy Johns – The Happy Healthy Guys Rob and Randy are the Happy Healthy Guys. After overcoming their own personal health crisis holistically, they were inspired to help other people who were also struggling with their own health challenges and started their company Happy Healthy. Their mission is to inspire others to live a Happy Healthy life!

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David Neagle joins The FM Shift again to share more principles for reaching success in the functional medicine field. Hear insights about:

David’s upcoming live event, “The Art of Success”
Key principles for reaching success in the functional medicine field
The pillars we can use to create a life in alignment with our financial and spiritual goals
What role psychology plays in the success journey
How to discover your purpose in life and act upon it
How to overcome resistance to change so you can grow as a functional medicine provider
Different techniques and tools we can use to deprogram ourselves and get in the success mindset

Reaching Success as an FM Practitioner David Neagle is the founder of the multimillion-dollar global coaching company Life Is Now, Inc, and he is back for another episode of The FM Shift. If you didn’t get a chance to listen to his last episode, you can find it here. David has helped thousands of entrepreneurs build the confidence and mindset they need to drive revenue and achieve success. He is back again to talk about the key principles for reaching success as a functional medicine practitioner. He also discusses his upcoming live event, “The Art of Success,” and some of the key takeaways we can use to build a success blueprint.

Psychology and Success “The Art of Success” is Life Is Now’s premier seminar. It is an integral part of David’s growth philosophy, and it is a tool entrepreneurs can use to build the life they’ve always wanted. The success journey is as much a psychological journey as it is anything else, and in order to change our psyche, we have to first understand it. What role does psychology play in reaching success, and how can we get more out of it? Every person has a purpose embedded in their psychological construct. It is our job to identify it, grow into it, and use it as a platform to achieve something great.

Resistance to Change Navigating the obstacles of your psyche is hard work. You dissect the self and begin to understand how it shows up in the world, then you weigh those realizations against the lackluster results you’ve produced. Most people would rather avoid that type of confrontation and carry on as though everything is fine, but without it, you will spin your wheels and dig your own rut. If a person does not have a desire to change, they are not open to new ideas. In your journey to reaching success, you have to keep an open mind, questioning your established belief system and analyzing the results as you make changes. Success is a growth process, and growth requires walls to be broken down.

How to Connect with David Neagle * Website: https://davidneagle.com/ * Podcast: https://successfulmindpodcast.com/ * LInkedIn: + https://www.linkedin.com/in/thedavidneagle/ + https://www.linkedin.com/company/david-neagle’s-life-is-now-inc./ * Facebook: https://www.facebook.com/DavidNeagleCommunity/ * Twitter: https://twitter.com/davidneagle * Instagram: https://www.instagram.com/david_p_neagle/ * YouTube: https://www.youtube.com/user/DavidNeagle

About David Neagle David Neagle is the founder of the multimillion-dollar global coaching company Life Is Now, Inc, helping thousands of entrepreneurs, experts and self-employed professionals gain the confidence and find the right mindset to increase their revenue, turning their endeavors into seven- and eight-figure ventures.

Being in the coaching and mentorship industry for more than 20 years, David has worked alongside other well-known mentors like Bob Proctor and Tony Robbins, and his clients include many well-known people, including New York Times #1 best-selling author Jen Sincero.

Because of the results his clients have achieved, along with his dedication, David’s coaching has expanded to more than 30 countries, and he has been featured on Forbes, CBS, NBC, Wall Street Journal, Inc, Entrepreneur and Fox. He is also the bestselling author of The Millions Within, a book focusing on intention, focus and awareness to build your dream business and life.

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Dr. Jamie Corroon is a leading expert in medical cannabis research. In this episode, he discusses the use of cannabis in functional medicine. Hear insights about:

How and why Dr. Corroon carved out his niche in medical cannabis research
Why Dr. Corroon is focused on bringing elements of patient management and monitored treatment into the medical cannabis community
What Dr. Corroon is doing to address the many public health questions surrounding the use of medical cannabis
Why medical cannabis has been so effective as an alternative/supplemental treatment for pain management
Using THC vs. CBD for different types of treatment, and how to find the best quality products

A New Wave of Medical Cannabis Research Dr. Jamie Corroon is a naturopathic doctor, peer-reviewed clinical researcher, and one of the world’s foremost authorities in medical cannabis research. He is also the founder and Medical Director of the Center for Medical Cannabis Education, where he advises dietary supplement and cannabis companies regarding science, regulation, and product development. In this episode of the FM Shift, Dr. Corroon joins us to share his expertise and talk about the progressive use of medical cannabis in functional medicine treatment plans.

Patient Management Before carving out his niche in medical cannabis research, Dr. Corroon practiced as a generalist. He went back to school and got his master’s in public health so he could specialize in clinical research, eventually focusing on the explosive use of medical cannabis. Although it has been available in California since 1996, there remains a major disconnect between the programs that enable medical cannabis use and the patients who use it. In Dr. Corroon’s niche, he continues to find new ways to bridge that gap, bringing elements of patient management and monitored treatment into the equation.

Treating Pain with Medical Cannabis Much of Dr. Corroons recent work in medical cannabis research has been focused on addressing the public health concerns of medical cannabis use. At the height of the opioid crisis, pain treatment continues to be one of the focal points in this discussion. Many patients are using medical cannabis as an adjunct or substitute for pharmacotherapy, and states like Colorado are even offering patients the option to trade pharmaceutical prescriptions for medical marijuana. Because of the opioid crisis, many physicians are looking for alternative means for pain management, and medical cannabis has been extremely effective in this area.

How to Connect with Dr. Jamie Corroon * Website: https://www.centerformedicalcannabis.com/ * LinkedIn: https://www.linkedin.com/in/jamie-corroon-nd-mph-0917b0111/ * Facebook: https://www.facebook.com/drjamiecorroon * Twitter: @jcorroon

About Dr. Jamie Corroon Dr. Jamie Corroon, ND, MPH is the founder and Medical Director of the Center for Medical Cannabis Education. Dr. Corroon is a licensed Naturopathic Doctor and clinical researcher. In addition to clinical practice, Dr. Corroon advises dietary supplement and cannabis companies regarding science, regulation, and product development. Dr. Corroon is well-published in the peer-review literature, with recent publications that investigate the clinical and public health implications of the broadening acceptance of Cannabis in society.

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Learn about the treatment benefits of clinical hypnotherapy in this episode with Norman Plotkin. Hear insights about:

How to address the psychological barriers to treatment in functional medicine
The treatment benefits of clinical hypnotherapy
Different scenarios where hypnotherapy is most effective
How hypnotherapy affects the subconscious mind, and the resulting impact on treatment
How life events manifest themselves in the disease process, and how we should address them
What we can do to transform fear into something positive
Norm’s perspective on the COVID-hypnosis of the masses

The Benefits of Clinical Hypnotherapy in Functional Medicine Norman Plotkin is the author of two books, as well as a coach, mentor, public speaker, and health and wellness hypnotherapist. After a 25 year career as a public policy consultant and lobbyist, Plotkin battled cancer and emerged with a new perspective. He went back to school and became a certified clinical hypnotherapist with a mission to teach his clients how to take charge of their health challenges. In this episode of the FM Shift, Norm joins us to share his journey and talk about the benefits of clinical hypnotherapy in functional medicine.

Overcoming Psychological Barriers to Treatment In the world of functional medicine, we are often dealing with chronically ill patients who have been sick for a long time. It is our job to communicate with them, figure out what is wrong with them, and design a treatment plan that inspires them to take action. The problem is that many patients have a difficult time articulating what is wrong with them, which creates a rift that makes it difficult to treat them. Clinical hypnotherapy can significantly aid our efforts in helping patients overcome the psychological barriers to treatment so they can get healthy.

Synchronizing the Subconscious Norman uses clinical psychotherapy to help patients explore the underlying sources of their conditions so they can move forward to live happier, healthier lives. Oftentimes, we do not experience the residual impacts of life events the way we think we are experiencing them. This phenomenon is immensely detrimental to our state of health. By disarming patients and helping them understand what actually happened as a result of those life events, we can break them out of the cycle and eliminate the predictable future. When the subconscious mind is able to let go of the contrived story and address what caused a particular health issue in the present, we can consciously take the steps to resolve the issue.

How to Connect with Norman Plotkin * Websites: + https://normanplotkin.com/schedule-online/ + https://linktr.ee/normanplotkininc * LinkedIn: https://www.linkedin.com/in/normanplotkin/ * Facebook: https://www.facebook.com/normanplotkininc * Twitter: @NormPlotkin

About Norman Plotkin After a 25 year career as a public policy consultant and lobbyist, Plotkin battled cancer and emerged with a new perspective. He went back to school and became a certified clinical hypnotherapist, wrote a book on taking charge of your health challenges, and began to advocate for people instead of companies. Currently tending to his private hypnotherapy practice and leading virtual group meditation sessions, Plotkin just released his second book, Master mind Master Life.

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If you’re looking to grow your business and increase your ability to move humanity forward, you need to adopt a cash practice model. In this conversation, you’ll hear insights about:

Why you should adopt a cash practice model to have a greater impact on your business and your community
How Dr. Serio built the largest practice in Latin America in just a few years
How Dr. Serio established an authority position within his unique niche
What enabled Dr. Serio to scale his business and build a franchise model with 27 practices
How to structure the foundation of your practice so you can operate more efficiently
The systems, communications strategies, and money mindset that will enable us to successfully adopt a cash practice model

The Cash Practice Model in Functional Medicine Dr. David Serio is a Doctor of Chiropractic, an international speaker, and the best-selling author of “33.” He is also a mentor, coach, and NLP master. In addition, Dr. Serio is the founder of Vida Chiropractic Worldwide, where he currently oversees 20 centers of chiropractic in Argentina, Brasil, Chile, and Spain. With a team of 49 people including assistants represented from 18 different cultures, Dr. Serio’s professional mission is to connect chiropractors and the public with the essence of chiropractic. In this episode of The FM Shift, Dr. Serio joins us to share his functional medicine journey and explain why you should adopt a cash practice model to have a greater impact on your business and your community.

No Credit Cards, No Bank Transfers One of the main reasons Dr. Serio moved to Argentina was because he wanted to build a cash practice. Within a few years, he built the largest chiropractic practice in Latin America, which received nearly four hundred patients per week. Every transaction was all-cash—no credit cards and no bank transfers to this day. In 2013, people began asking Dr. Serio to teach them his model, and it gave him the opportunity to create Vida Chiropractic Worldwide. Dr. Serio works with other chiros as a decade-long partner and helps them achieve success as a cash franchise just as he did.

A Greater Impact on Your Practice and Your Community In order to build the largest cash practice in Latin America, Dr. Serio had to figure out reasonable rates that locals were willing to pay based on the specific goals they had for treatment. The marketplace in Buenos Aires needed something different than it was used to. Locals had traditional medical care, PT, and elastography, but no chiropractic or functional medicine. Dr. Serio capitalized on this need and positioned his practice as something that added unique value they couldn’t get anywhere else. It was not a substitute for other forms of treatment, it was a new form of supplemental care that was distinct from everything else. This is how Dr. Serio was able to add value to his community and grow his practice at the same time.

How to Connect with Dr. David Serio * Website: www.davidseriodc.com * LinkedIn: https://www.linkedin.com/in/david-serio-b5788515b

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With the potentiality of more social restrictions in the fall, it is important to prepare our patients and our practices by any means necessary. Hear insights about:

Dr. Patel’s perspective on COVID and where it is heading next
How we can prepare our patients and our practices for the potentiality of more lockdowns
What FM practitioners can do to stop surviving and start thriving by pivoting their business model
Why this pandemic has revealed itself to be one of the greatest psy-ops of all time
The most important business lessons Dr. Patel has taken out of the pandemic
Dr. Patel’s experience with psilocybin and psychedelics in the treatment of mental/cognitive health

Preparing for More Social Restrictions Dr. Sachin Patel is an advocate of transforming the healthcare paradigm, and he has devoted his life to the betterment of healthcare for both patients and practitioners. He is also the founder of The Living Proof Institute, through which he pioneered a revolutionary approach to patient-centered healthcare. Dr. Patel now coaches hundreds of practitioners around the world so that they are empowered to deliver affordable and inspired care to their communities, and in this episode of The FM Shift, he joins us to share his journey. Dr. Patel talks about what we can do to prepare our patients and our practices for the possibility of more social restrictions in the fall.

The Greatest Psy-Op of All Time We are at a point now where people are sick of talking about COVID. Since rolling back some of the authoritarian social restrictions, many of us have spent months dining out, traveling through airports, and enjoying the slow trickle of freedoms we once took for granted. And yet here we are, perfectly healthy, with nothing to show for it but division, animosity, and horror caused by half the population’s willingness to blindly obey power. Luckily, here in Denver, we have had a relatively robust amount of freedom compared to many places like San Francisco, New York, and Ontario where Dr. Patel is from. The threat of the virus is real, and there are vulnerable populations we need to approach with caution. But that does not discredit the fact that we have witnessed the most profound deception, hypocrisy, and abuse of power the world has ever seen.

Ready for Anything The reality is that many global powers are at a standstill. Nobody sees eye-to-eye on the COVID solution, and everyone has different incentives for how that solution is carried out. This is still a prevalent issue across the globe, and it is likely going to pull us back into a series of lockdowns and social restrictions that many business owners will not be prepared for. This is as clear as day, and as functional medicine practitioners, we need to be ready to handle the ebb and flow from an entrepreneurial perspective and a medical provider perspective. In our conversation, Dr. Patel shares so many brilliant insights about how to approach these challenges, and he is a valuable resource to all.

How to Connect with Dr. Sachin Patel * Affiliate Program Link: http://affiliate.perfectpracticelive.com/ * Event: https://www.perfectpracticelive.com/online-experience * Breathe work: https://youtu.be/8zcinS1-Hsg * Website: + www.getperfectpractice.com + https://perfectpracticementorship.com/home * Book: https://thesachinpatel.com/ * LinkedIn: https://www.linkedin.com/in/drsachinpatel/ * Facebook: https://www.facebook.com/thesachinpatel * Twitter: @becomeproof

About Dr. Sachin Patel Sachin Patel is a father, husband, philanthropist, functional medicine practice success coach, speaker, author, breathwork facilitator, Functional Diagnostic Nutritionist, nature-lover, and plant medicine advocate.

Sachin is convinced that the doctor of the future is the patient and he has committed himself to helping others raise their consciousness, activate their inner doctor, and initiate their deepest healing through the use of lifestyle, breathwork, and respectful utilization of psilocybin.

Sachin founded The Living Proof Institute through which he pioneered a revolutionary approach to patient-centered healthcare. Sachin coaches hundreds of practitioners around the world so that they are empowered to deliver affordable and inspired care to their communities. He is also the CEO and co-founder of Aja Ventures, an investment fund for the use of psychedelics for mental health and cognitive optimization.

He is an advocate of transforming the healthcare paradigm and he has devoted his life to the betterment of health care for both patients and practitioners.

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Damon Burton joins us to talk about practical medical SEO strategies that you can use to grow your functional medicine practice. Hear insights about:

How to build a content strategy that drives traffic to your practice
How to create email blasts that resonate with your target audience
The top medical SEO strategies for increasing your practice’s visibility online
Understanding the internal/external factors that affect your website’s ranking
Why your content is the most important component of your SEO strategy
How to pick a good vendor that will help you achieve your SEO objectives
Tips for lead generation

Medical SEO Strategies Since founding SEO National in 2007, Damon Burton has become one of our industry’s leading medical SEO experts. He is a Forbes contributor with additional features in publications such as Entrepreneur Magazine, BuzzFeed, and USA Weekly. Damon has helped numerous high-profile clients make more in a month than they used to in a year, and in this episode of The FM Shift, he joins us to share his expertise. Damon discusses many practical SEO strategies that you can use to grow your functional medicine practice.

Build a Content Strategy Now more than ever, functional medicine providers need to be savvy marketers. The marketplace is more competitive than ever, and it is critical that we achieve maximum visibility within our target audience. The problem, however, is that many FM providers struggle with building their content, and technical, medical SEO is not even an afterthought. You need a structured content strategy that includes everything from email blasts and scheduled social media posts to educational videos and blog posts. Once you have a content strategy in place, you can begin to optimize your content so that it outranks your competitors’ pages and drives traffic to your practice.

Capitalize on Your Content In order to increase your practice’s visibility online, you need to implement cutting-edge medical SEO strategies that will rank you higher than your competitors. Your content is the first place you want to start. There are a lot of technical aspects to SEO, but as a practitioner, learning them can be more trouble than it’s worth. When it comes to content, you are already an expert in your field who knows everything about your business; content will come naturally to you. When you create content that adds value and provides a solution to people’s search inquiries, Google will reward you for making them look good. In addition, this can be bolstered by building the external credibility of your website based on what pages are talking about/linking to your content. It may sound simple, but content is king. This is a simple change that many of us can make with ease.

About Damon Burton This search engine marketing expert has beat billion-dollar companies at their own game and has proven strategies to grow your business.

Over a decade ago he beat a billion-dollar company by outranking their website on Google. Since then, he knew he was onto something and has gone on to build an international search engine marketing company that’s worked with NBA teams, and Inc 5000 & Shark Tank featured businesses.

In the decade+ of running a global team, surprisingly, he’s never met ANY of his team in person. Burton can speak on how to manage a remote team, as well as how he approaches dedicating time to family and balancing it all.

Having started his business right before the 2008 recession, Damon is familiar with navigating and growing a business through times like today. Never before has there been so many people needing something to focus their attention on…AND the time to do it.

Since founding his company SEO National in 2007, he writes for Forbes, has been featured in publications including Entrepreneur Magazine, BuzzFeed and USA Weekly, and has helped high-profile clients make more in a month than they used to in a year.

Not only does Burton bring an easy-to-follow approach to increasing your revenue and online visibility, but he’s also a trusted educator on the subject and has literally written the book on how to “Outrank” your competition. His new book Outrank serves as a guide to those who want to dominate Google’s search results without paying for ads.

Writing Outrank, Damon hopes to motivate business owners and educate them on search engine marketing while weaving real-life inspiring stories from his two decades of experience online. “Whether you are a beginner or an expert, when you read through the whole book, I am confident that you will walk away with new perspectives on how to increase your website’s traffic through search engine optimization,” he said. As the economy shifts to digital, his expertise is more important than ever in helping businesses thrive.

Plus, he has a beard!

How to Connect with Damon Burton * Book: www.freeseobook.com * Website: https://www.damonburton.com/damon-burton/ * Blog: https://www.damonburton.com/blog/ * LinkedIn: + https://www.linkedin.com/in/damonburton/ + https://www.linkedin.com/company/seo-national/ * Facebook: https://www.facebook.com/damon.burton/videos_by * Twitter: @entrepreneurdb

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Dr. Ben Galyardt discusses his perspective on glucose management in all types of functional medicine treatment plans. Hear insights about:

The fundamental framework of Dr. Ben’s new book, “Blood Sugar Doesn’t Lie”
Why glucose management is such an important factor in functional medicine treatment
Why Dr. Ben gives every patient a copy of his book and a glucometer, regardless of their condition
How blood sugar spikes and crashes impact patient health in the big picture
How Dr. Ben communicates the importance of glucose management to his patients
Why Dr. Ben evaluates urine color as a part of his treatment plans
Dr. Ben’s perspective on the questionably oppressive nature of the projected COVID vaccine release

Glucose Management in Functional Medicine Dr. Ben Galyardt is a functional medicine doctor, chiropractor, and the founder/owner of two clinics, Functional Medicine Centers of Fort Collins, CO and Phoenix, AZ. His passion for functional medicine started after he witnessed the incredible role it played in reversing his mother’s MS and giving her a fulfilling life again. Since then, Dr. Ben has expanded upon his passion with multiple book releases, the latest being, “Blood Sugar Doesn’t Lie.” In this episode of The FM Shift, he shares a unique perspective on glucose management and how blood sugar ties into every health-related issue his patients aim to resolve.

Monitoring Blood Sugar One unique practice that sets Dr. Ben apart is that he gives every patient a copy of his book and a glucometer, regardless of the condition. This all started when he began to explore the metabolic factors behind cancer as opposed to genetics. The reality is that whenever your blood sugar spikes or crashes throughout the day, you’re going to rev up the immuno-response and destroy more tissue. Glucose management can help patients monitor what their blood sugar is doing, and by giving every patient an affordable glucometer, the information Dr. Ben has been able to collect is astonishing.

Stabilization of Glucose Levels As we’ve seen using biomarkers like the GlycoMark, it is not so much the fluctuations as the spikes in blood sugar levels that put patients at significant risk. In glucose management, sharp ups, and sharp downs are the main culprit behind the inflammatory process. Because of the impact blood sugar swings can have on hormone and adrenaline levels, it is critical to get the glucose under control no matter what condition the patient is being treated for. That is why during the first couple of weeks, Dr. Ben’s number one priority is to stabilize the blood sugar levels of all his patients.

About Dr. Ben Galyardt Dr. Ben realized the healing power of FM when his mom was diagnosed with MS and went down the traditional neurology route until she was in a wheelchair and on every drug available. when she found a doctor that was able to uncover the underlying imbalances, she reversed her MS, has no more plaquing, does granny book camp, and most importantly her grandkids get to know her and love her.

How to Connect with Dr. Ben Galyardt * Website: https://fmcenters.com/ * LinkedIn: https://www.linkedin.com/in/dr-ben-galyardt-98bb97b/ * Facebook: https://www.facebook.com/functionalmedicinefc/ * Twitter: @drgalyardt

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Dr. Tara Scott discusses the natural anxiety treatment options she uses in her functional medicine practice. Hear insights about:

The most effective natural anxiety treatment options in functional medicine
What anxiety means and how it is diagnosed in the functional medicine field
Anxiety as a symptom vs. anxiety as a condition
The organs, tests, and biomarkers we can check to identify the root cause of anxiety
How SSRIs function pharmacologically
How inflammation and chronic illness can help us identify the cause of anxiety
How we can better communicate clinical situations to our patients
General treatment approaches, guidelines, and diet supplements for anxiety
How we can become more solutions-oriented on the front end

Natural Anxiety Treatment Options Dr. Tara Scott is back again for another episode of the FM Shift. If you didn’t get a chance to listen to our previous conversation with Dr. Scott, you can find it here. For those of you who didn’t get to know her the first time, Dr. Scott is the founder and clinic director of Revitalize Medical Group. She has over 20 years of experience practicing OB/GYN, and additional training in Integrative and functional medicine. Dr. Scott shares a wealth of information by lecturing around the community to raise awareness about wellness and preventative health for patients. In this episode of The FM Shift, Dr. Scott discusses the natural anxiety treatment options she uses in her functional medicine practice.

A Condition and a Symptom Dr. Scott has placed a significant emphasis on natural anxiety treatment options in Revitalize Medical Group. Many of us have an idea of what anxiety is and have likely experienced it ourselves, but anxiety can be both a condition AND a symptom. Anxiety is often attributed to adverse childhood events, but in the functional medicine field, we are seeing a large number of patients with adult-onset anxiety rooted in hormonal changes. In addition, anxiety has emerged as a byproduct of other dietary and physiological diseases as well, so to treat it effectively, it is important to develop a better understanding of what anxiety is.

Diagnosing Anxiety In order to come up with an effective natural anxiety treatment plan, you have to make an accurate diagnosis. But diagnosing anxiety can be quite difficult because there is no blood test, x-ray, or objective measurements to make a determination. It is a subjective diagnosis based on what the patient tells the clinician, but there are specific organs, tests, and biomarkers we can check to increase our understanding of the root cause. At the same time, however, the best approach is to use a diagnosis of exclusion because underlying psychological disorders may not have obvious physical indicators.

About Dr. Tara Scott Dr. Scott has been in front of an audience since she was the president of speech team in high school. This evolved in educating the community on hormone therapy, having taught doctors in five continents about an integrative approach. With over 20 years experience practicing OB/GYN, and additional training in Integrative and Functional medicine, Dr. Scott shares a wealth of information by lecturing around the community to raise awareness about wellness and preventative health for patients.

Having watched people suffer for years with little to no relief after countless visits to multiple healthcare providers, Dr. Scott knows how exhausting this can be. She has lived it as a patient and seen the benefit of finding answers to the core issues. Speaking helps her reach more people in less time, helping them conquer chronic health issues. Dr. Scott’s humor and analogies make complex health concepts easy for the audience to understand and put into action in order to enjoy optimal health.

In addition to being the Medical Director of Integrative Medicine at Summa Health in Akron, OH, she is also the Chief Medical Officer and founder of Revitalize Medical Group, a wellness practice. She is triple board certified in OB/GYN, Functional Medicine and Integrative Medicine. She is a mother of 3 college age children, enjoys running a half marathon in every state, traveling and being active outside.

How to Connect with Dr. Tara Scott * Online Course: https://academy.revitalizemed.com/ * Free Download: https://revitalizemed.com/hormoneimbalances/ * LinkedIn: https://www.linkedin.com/in/tarascotthormoneguru/ * Facebook: https://www.facebook.com/revitalizemed/ * Twitter: @tdscottmd

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Dr. Jared Stubblefield discusses the unique approach to pain management in his functional medicine practice. Hear insights about:

Dr. Jared’s journey as a functional medicine provider
What inspired Dr. Jared to pursue a functional medicine approach to dealing with pain and inflammation
How Dr. Jared adopted an integrated clinic model
Dr. Jared’s experience with regenerative medicine and stem cells
How Dr. Jared communicates the functional medicine approach to pain and inflammation to his patients
How Dr. Jared eliminated financial barriers to treatment in his practice
The impact COVID had on Dr. Jared’s practice with the in-person component
How Dr. Jared is maintaining his patient flow and marketing his practice

Treating Pain And Inflammation in Your Functional Medicine Practice Dr. Jared Stubblefield is the Owner and Clinic Director of Keystone Functional Medicine, a unique multidisciplinary functional medicine practice. He has found that post-injury treatment is most effective when patients have access to and care from a team of healthcare professionals from different backgrounds and specializations. Dr. Jared has made it his mission to bring them all together under one roof to complement his training in functional neurology, functional medicine, pediatrics, and his extensive background in clinical nutrition. In this episode of The FM Shift, Dr. Jared joins us to share his story and talk about his unique approach to pain management in functional medicine.

A Time of Crisis Dr. Jared followed in his father’s footsteps and became a chiropractor, spending the early years of his career working directly with him. In that time, he gained more exposure to work comp and personal injury, where he began to see many flaws in the treatment options that were available. This experience pushed Dr. Jared to transition to a functional medicine practice model with a more progressive approach to dealing with pain and inflammation. With the opioid crisis raging and limited alternatives for pain management, he stepped up to the plate determined to do anything he could to make a difference.

Adopting the Integrated Clinic Model In the past, injury patients would go to Dr. Jared’s functional medicine practice for therapy, then head off for the appropriate treatment by medical doctors. These doctors would prescribe an absurd amount of narcotics which merely masked the problem and created other health risks simultaneously. When the feds shut that down, medical doctors turned to steroids which bring an entirely new set of problems to the table. In response to such inadequate treatment options, Dr. Jared adopted an integrated clinic model so that he could offer patients access to a medical doctor in-house. This changed the course of his practice’s approach to treatment and it has been exemplary ever since.

About Dr. Jared Stubblefield Dr. Jared followed in his father’s footsteps in becoming a Chiropractor and spent his first year of practice in his hometown learning from his father’s many years of experience helping individuals live healthy, pain-free lives. During that time he found that he has a special interest in caring for patients who have experienced injuries and in helping his patients navigate the medical-legal issues that can arise with an injury. He received extensive training from The Spine Research Institute of San Diego and Smart Injury Doctors. This specialized training taught him specific diagnostic procedures for spinal ligament injuries that are often missed entirely, misdiagnosed or treated without success. He uses specific protocols to help injured individuals return to normal function and live pain-free lives and is trained to work with injury attorneys. He has also received post-doctoral training in neonatal and pediatric chiropractic care, functional neurology and functional medicine, including extensive training in nutritional healing, with a specific focus on chronic pain and the inflammatory responses of the body. His passion is identifying the source of the symptoms his patients are experiencing and finding treatments and solutions that restore them to whole health and function. He has found that this is achieved best when patients have access to and care from a team of healthcare professionals from different backgrounds and training. He has made it his mission to bring them all together under one roof at Keystone Functional Medicine, to offer his patients an unparalleled opportunity for whole health. He loves spending time with his family, playing baseball, watching baseball (when it is the San Francisco Giants, sorry Philly fans), hiking, fishing, gardening, or just about anything outdoors.

How to Connect with Dr. Jared Stubblefield * Website: https://www.keystonefunctionalmedicine.com/ * LinkedIn: https://www.linkedin.com/company/keystone-functional-medicine-pc/people/ * Facebook: https://www.facebook.com/kfm717/ * Twitter: @KeystnFunctMedi

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Dr. Will Cole discusses his telehealth practice model and explains how it has lead to stable, predictable growth in his business. Hear insights about:

Dr. Cole’s journey to becoming one of the top 50 functional medicine and integrative doctors in the nation
How the pandemic has impacted Dr. Cole’s practice, and what he has done to adapt
Why Dr. Cole chose to follow a telehealth practice model instead of brick and mortar
How Dr. Cole has had success with telehealth from both systems and sales/marketing perspective
What to expect from Dr. Cole’s upcoming book, “Intuitive Fasting”
The concepts of metabolic and fasting flexibility
The underlying mechanisms Dr. Cole works on with most patients in his practice
How Dr. Cole moves his patients into a position where they can sustain treatment and manage their own condition

Incorporating Telemedicine into Your FM Practice Named one of the top 50 functional-medicine and integrative doctors in the nation, Dr. Cole specializes in clinically investigating underlying factors of chronic disease and customizing a functional medicine approach for thyroid issues, autoimmune conditions, hormonal imbalances, digestive disorders, and brain problems. He is also the bestselling author of “Ketotarian,” “The Inflammation Spectrum,” and the upcoming book “Intuitive Fasting.” In this episode of The FM Shift, Dr. Cole joins us to share his story and talk about his telehealth practice model, and how it has enabled him to thrive during the pandemic. He also explains what you can do to successfully integrate telemedicine into your own practice.

Operating a Telehealth Practice During the Pandemic By the time COVID reached its peak, Dr. Cole’s practice was already conducting 90-95% of its consultations virtually. Some patients would fly or drive in for their first visit but after that, everything was carried out online. Since he chose to follow a telehealth practice model instead of building an operation that was predominantly reliant on brick and mortar services, the pandemic had a minimal effect on his business. Telehealth is how he is serving people now, and it’s how he has always served people. This model offers tons of versatility and flexibility and it is something that we all need to adopt moving forward.

A Pathway to Stability and Growth Dr. Cole did not anticipate a pandemic by any means, but the model he set up was able to bend and meld itself to withstand the extreme economic and regulatory conditions that are still in effect to this day. His telehealth practice has maintained healthy business growth, revenue streams, and patient enrollment in spite of everything that has taken place. If anything, the pandemic has provided an opportunity for potential functional medicine patients to take care of treatment-related tasks they have been putting off. Whether you implement a hybrid model or go all in, telehealth offers a pathway to stability and growth that many practices so desperately need right now.

About Dr. Will Cole Dr. Will Cole is a leading functional-medicine expert who consults people around the world via webcam and locally in Pittsburgh. Named one of the top 50 functional-medicine and integrative doctors in the nation, Dr.Cole specializes in clinically investigating underlying factors of chronic disease and customizing a functional medicine approach for thyroid issues, autoimmune conditions, hormonal imbalances, digestive disorders, and brain problems.

He is the bestselling author of Ketotarian and The Inflammation Spectrum and the upcoming book Intuitive Fasting in which he shows how to use the powerful benefits of flexible intermittent fasting to gain metabolic flexibility and find food peace.

Dr. Cole has also cohosted the popular podcasts goopfellas podcast and Keto Talk and is the host of the new podcast, The Art of Being Well.

How to Connect with Dr. Will Cole * Website: https://drwillcole.com/ * LinkedIn: https://www.linkedin.com/in/drwillcole * Facebook: https://www.facebook.com/doctorwillcole/ * Twitter: @drwillcole

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Dr. David Touhill shares advice for building a functional medicine marketing strategy that drives results in 2021. He shares insights about:

How he strategically moves marketing dollars to maximize his clients’ returns
Why digital marketing is so important for brick and mortar businesses today
Why you should be focused on selling results, not fee-for-service
Why now is the best time to pursue warm leads, and how to approach them
How to diversify your functional medicine marketing spend to drive growth and maximize your results
Why you should hire a professional to manage your digital marketing efforts
How to build a funnel, track your results, and follow up on the qualified leads
Where he sees opportunities for functional medicine doctors in 2021

Functional Medicine Marketing in the Digital Space Dr. David Touhill is an innovative functional medicine marketing strategist. He bridges the gap between the vision and the strategic plan, designing specific products and processes that are scalable to provide long term revenue and growth. Dr. David is passionate about working with brands that have a powerful purpose to help others, and he creates strategies that help them go from good to great. Dr. David joins us on this week’s episode of The FM Shift to share his expertise on digital marketing in the functional medicine arena.

Digital Marketing in a Pandemic To put this conversation in perspective, Dr. David played a major role in the incredible growth of Josh Axe and Jordan Rubin’s company, Ancient Nutrition. In medicine marketing and other niches, Dr. David oversees more than a million dollars per month in advertising and marketing spend. Out of necessity, this scope has forced Dr. David to stay on top of industry trends and keep his finger on the pulse of the marketplace. Now more than ever, digital marketing is a critical lifeline of brick and mortar businesses like FM practices. David’s expertise provides a better understanding of what we can do to start working toward mastery.

Now is the Time to Pursue Warm Leads As we get our engines up to speed in 2021, we need to make sure our functional medicine marketing strategy is focused on warm leads. Whether it is our email lists, previous patients, or prospects that never started treatment, we need to leverage all of our resources to add value to the people who already know about us. This means diversifying our marketing spend so that we are not relying on one platform or one stream of content to drive traffic and win patients. 2020 has shown us the sheer power of digital media, and the very real impact it can have on people’s decisions and worldview. You want to make sure your efforts are in the right place so you can drive growth and maximize your results.

About Dr. David Touhill Dr. David started out as a young marketing director in the greater New York City area, successfully acquiring wealth management clients with an average net worth of ten million dollars. His position there taught him the importance of having sound judgment and a robust business and marketing strategy when running a successful multi-million-dollar business. While acquiring his doctorate degree, he built a private marketing firm that worked directly with CEO’s of multi-million-dollar natural health and wellness centers to scale office systems, establish branding, and building effective Facebook and SEO marketing programs. During this time, Dr. David managed over $500,000 in marketing ad spend for over 40 separate businesses. He took this experience into the influencer marketing space in 2014, building health-based online educational programs, memberships, and launch strategies specifically through website development, sales funnels, social media, and digital marketing processes.

He is an innovative product and marketing strategist, bridging the gap between the vision and the strategic plan, designing specific products and processes that are scalable, providing long term revenue and growth.

Specialties:
Digital Marketing(Facebook Ads, SEO, Email, Product Launches)
Executive Leadership
Strategic Planning and Decision Making
Operations Development
Branding and Visual Designs

Dr. David has worked with influencers including: Dr. Josh Axe, Jordan Rubin of Ancient Nutrition, Mckel Hill of Nutrition Stripped, Patrick Gentempo, Olympic Gold Medalist Shawn Johnson, Mr. Universe – Dr. Chris Zaino, Boston Celtics Surgeon Dr. Ethan Kellum, and many others. He is passionate about working with brands that have a powerful purpose to help others, and creates strategies that help them go from good to great.

How to Connect with Dr. David Touhill * Websites: + https://www.influencerstudiosnashville.com/ + https://www.axemastermind.com/member + https://www.meetwithdrdave.com/ * Twitter: @davidmtouhill

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Functional medicine marketing in a global pandemic is new territory for most of us. Learn how to approach it with key insights from Dr. Mark T. Wade such as:

How to approach functional medicine marketing in a global pandemic
How to think outside the box with your marketing strategy
How to position your practice to be as relevant as possible under new circumstances
What steps you can take to have more success with a virtual practice model
Why you need to focus on building a hyper-specific niche audience
How Dr. Wade’s approach to marketing has changed since he first responded to the pandemic

How to Approach Functional Medicine Marketing in 2020 Dr. Mark T. Wade is the founder of the Virtual Summits Software, creator of the One-Day Summit, and the host of the top-rated Virtual Summit Podcast/Summit Fest Live Conference. He has helped hundreds of entrepreneurs go from unknown to influencer-status with a progressive functional medicine marketing strategy that has earned its weight in gold. In this episode of The FM Shift podcast, Dr. Mark T. Wade joins us to share his story and talk about effective marketing strategies functional medicine providers can use to generate cash flow in a global pandemic.

Unconventional Functional Medicine Marketing Strategy After more than six months of quarantine, lockdowns, and arbitrary measures taken to continue operating our functional medicine practices, the COVID-19 global pandemic has opened our eyes to what a worst-case scenario looks like. Understanding how to approach functional medicine marketing is critical in a time like this, and it is not intuitive by any means. FM providers have to think outside the box. The difference between good businesses and great businesses is that—at some point or another—great businesses had to completely reinvent who they were.

Think Outside of the Box It is a daunting task to pivot your practice or rebuild your entire business model, but those who can adapt are the ones who will prevail. Functional medicine marketing plays a huge role in that. Thinking outside of the box starts with exploring new ways to serve others outside of your practice. Then, you have to figure out how you’re going to position your practice to be as helpful as you possibly can to anyone who comes through the door. You have to take everything you already have in place and position it so your practice is relevant under new circumstances. You achieved the level of success you were at before the pandemic for a reason. There is no need to reinvent the wheel; you just have to approach your functional medicine marketing strategy with a new perspective.

About Dr. Mark T. Wade Dr. Mark T Wade founder of the Virtual Summits Software, Creator of the One-Day Summit, Host of the TOP rated Virtual Summit Podcast & Summit Fest Live Conference, has helped hundreds of entrepreneurs go from unknown to influencers with a Collaborative Marketing strategy. Dr. Mark went from brick & mortar to multi-million dollar online business using the strategy called the One-Day Summit Formula. Having created 6, 7 & Multi 7-figure businesses all from using summits, he now helps some of the top influencers in the world set up their Virtual Summits using these strategies.

How to Connect with Dr. Mark T. Wade * Website: https://www.summitfestlive.com/ * LinkedIn: https://www.linkedin.com/in/drmarkwade * Facebook: https://www.facebook.com/VirtualSummitsSoftware/ * Instagram: https://www.instagram.com/hustleandscale/ * Twitter: @hustleandscale

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Justin Prince explains what medical entrepreneurs can do to conquer the climb to financial freedom. He shares insights about:

How his diverse work experiences gave him the tools to become a successful entrepreneur
Why you should be acting as a guide, not a hero
His philosophy of climbing the entrepreneurial ladder
When you should delegate tasks to free up time for revenue-generating activities
Steps medical entrepreneurs can take to thrive in a commission model
How to add more value to the marketplace to increase your earning potential
How to get out of your own way so you can move forward with your success journey

The Entrepreneurial Ladder in Functional Medicine Justin Prince is an incredible entrepreneur on a mission to share strategies, motivation, and skills functional medicine entrepreneurs need to take their businesses to the next level. He is a catalyst for success with tons of valuable insights gleaned from his experiences as a business owner. Everything that Justin teaches is based on what he is doing in his own businesses today, and in this episode of The FM Shift, Justin joins us to share his entrepreneurial journey. He talks about his philosophy of achieving mastery so you can achieve financial freedom and make a greater impact on the world.

Building Your Legacy We are all familiar with the notion of climbing the corporate ladder. The goal is to graduate to an executive position until we are replaced by someone younger and cheaper so we can live out our bitter days on the golf course. As medical entrepreneurs, we have the option to forge our own paths. The entrepreneurial ladder leads to freedom if you can pull it off. From hourly, to salaried, to straight-commission, to asset-building, and finally, legacy, the entrepreneurial ladder gives us an opportunity to build wealth in alignment with our vision for the future. This is not about what you accomplish, it is about what you accomplished with the gifts and talents you were given, as well as how you did it.

Achieving Mastery as Medical Entrepreneurs In the career arc of medical entrepreneurs, many of you are stuck on the commission rung of the entrepreneurial ladder. The harsh reality is that, even though that rung is beyond salary, the struggle to thrive in a commission model leaves many of you making less than you would on salary anyway. From that position, you can’t even begin to think about asset-building or legacy. We need to work more ON the business, and less IN the business if we are to achieve mastery. Once you achieve mastery in the commission level, you will be prepared to work toward growth, scalability, and eventually, the sale of your practice. That is the path to financial freedom, and that is how you will make the greatest impact on your community.

About Justin Prince Justin Prince is a family man, entrepreneur, and health and fitness enthusiast who has displayed an insatiable drive to succeed throughout every chapter of his life. He went from selling out of a mall kiosk with no college education to building 4 different multi-million dollar businesses that have generated over $1 Billion dollars in total revenue. He has shared his passion and success story in over 20 countries around the world and inspires over 1 million people a day from his social media platforms. Justin’s passion is to provide people the strategies, motivation, and skills they need to intentionally ignite the greatness that lies within them and go from the person they are to the person they are born to become.

How to Connect with Justin Prince * Website: www.iamjustinprince.com * LinkedIn: https://www.linkedin.com/in/justinkprince/ * Facebook: https://www.facebook.com/iamjustinprince/ * Twitter: @justinkprince

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Learn how to achieve positive success in life and in practice with success coach Adam Banning. He shares insights about:

Why it is important to look inward in our journey to positive success
How the subconscious mind affects our connection with our beliefs and our environment
Adam’s philosophy of “mission before money,” and how we can figure out what our mission is
The most common reasons why people lose sight of their soul’s purpose
How functional medicine providers can be more effective at building and managing relationships
How to develop the delivery and presentation of your ideas so you can better communicate with your audience
How to set actionable goals that align with your vision for the future
How to develop a system and a structure for communicating with your prospective patients

Reach a State of Positive Success Adam Banning is a positive success coach who has worked with functional medicine practitioners to achieve fulfillment on many different fronts. He’s hosted and co-hosted numerous radio programs in major markets focusing on holistic health & conscious living, including The Adam Harman Show on KABC in Los Angeles. And he has also authored two critically acclaimed self-help books. In this episode of The FM Shift, Adam joins us to share insights into the development of a positive mindset so we can get the most out of our personal and professional lives.

Looking Inward Most of the work Adam does is in the subconscious mind. As he works with functional medicine providers to help them achieve positive success, he uses different techniques such as NLP and hypnotherapy to figure out what is happening within. The subconscious mind affects the connection we have with our beliefs and our environments. It shapes our world view, the decisions we make, and how we show up in our personal and professional interactions. By familiarizing ourselves with the subconscious, we can begin to shape our perception and, in turn, our actions. Adam helps people assume the billionaire mind point of view where opportunity is rampant and accessible.

Mission Before Money Everything that is happening outside of you is a reflection of what is happening inside of you. In the midst of this residual political and societal turmoil, it is important to remember that. We don’t have the power to change the events unfolding around us, but we do have control over our mindset. In our journey to positive success, we need to focus on just that—the journey. The results are just a byproduct of the trajectory of your soul’s journey. Adam calls this component of his philosophy “mission before money,” and it is just one of the many brilliant concepts he presents during our conversation. When you finally acknowledge the gifts and opportunities that are brought to your doorstep, you need to stay inside of that moment for as long as you can. That is how you will achieve positive success.

About Adam Banning Adam has 25 years of award-winning sales, marketing, and lecturing experience in the field of Functional Medicine with Metagenics, one of the leaders in the professional niche of supplement manufacturers. He’s hosted and co-hosted numerous radio programs in major markets focusing on holistic health & conscious living, including The Adam Harman Show on KABC in Los Angeles. Adams authored two critically acclaimed self-help books entitled, Seeing the Angel in the Mirror and The Official Wizards Training Manual, Vol 1; both available on Amazon.

These days, Adam is a highly sought-after consultant in the field of personal branding and marketing helping aspiring influencers in health and fitness to significantly expand their reach through the use of Ultimate 30 Second Speeches, proven relationship-building strategies, and intuitive business coaching.

How to Connect with Adam Banning * Website: https://www.metagenics.com/ * LinkedIn: + https://www.linkedin.com/in/adam-banning-7b649111b/ + https://www.linkedin.com/company/metagenics/ * Facebook: https://www.facebook.com/MetagenicsInc/ * Twitter: @metagenics

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You have the power to choose your attitude. David Neagle’s compelling story shows the impact it can have on your practice’s success with insights about:

How David’s near-death experience helped him take on a new perspective in life and his career
How to choose your attitude instead of becoming a victim of circumstance
What inspired David to pursue a career in development coaching and mentorship
How to overcome the feeling that the world is crashing down on you with nowhere else to turn
What you can do to change your attitude and prepare yourself for success as we come out of the global pandemic
How to identify a solution within the problem

Finding Your Stride as an Entrepreneur David Neagle is a renowned business coach, mentor, and host of “The Successful Mind” podcast. He is also the founder of the multimillion-dollar global coaching company Life Is Now, Inc. David helps thousands of entrepreneurs, experts, and self-employed professionals gain confidence and develop the right mindset to turn their endeavors into seven and eight-figure ventures. In this episode of The FM Shift, David joins us to share his journey of personal development. You have the power to choose your attitude, and David’s compelling story shows the impact it can have on the success of your business.

Don’t Become a Victim of Circumstance The circumstances of David’s life tested him on so many levels. They pushed him to the limit, putting a strain on himself, his family, and his career. Even after his near-death experience where he was sucked through a dam and thrown down a 100ft drop, David struggled to find his purpose in life. But when he finally reached a breaking point, he realized that it is possible to choose your attitude instead of becoming a victim of circumstance. He pursued his passion for coaching, mentorship, and public speaking, and he is paying it forward by helping other business owners find their stride.

You Have the Power to Choose Your Attitude The more you think about it, the more you will realize that many of us are in the same state David was in when he got sucked into the dam. With everything that has affected us personally and professionally in 2020, it is easy to feel like the world is crashing down on us with nowhere else to turn. So it’s up to you to choose your attitude. Your decision counts now more than ever, as the trying times are where a success mindset and positive attitude are needed most. COVID, the down economy, political and racial unrest, and no clear end in sight are challenges indeed, but they are challenges we can overcome. The power is yours to decide how you will navigate what’s left.

About David Neagle David Neagle is the founder of the multimillion-dollar global coaching company Life Is Now, Inc, helping thousands of entrepreneurs, experts, and self-employed professionals gain the confidence and find the right mindset to increase their revenue, turning their endeavors into seven- and eight-figure ventures. Being in the coaching and mentorship industry for more than 20 years, David has worked alongside other well-known mentors like Bob Proctor and Tony Robbins, and his clients include many well-known people, including New York Times #1
best-selling author Jen Sincero. Because of the results his clients have achieved, along with his dedication, David’s coaching has expanded to more than 30 countries, and he has been featured on Forbes, CBS, NBC, Wall Street Journal, Inc, Entrepreneur, and Fox. He is also the bestselling author of The Millions Within, a book focusing on intention, focus, and awareness to build your dream business and life.

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Medical Entrepreneurs should be running their functional medicine practices like a business. Dr. James Neilson-Watt explains common mistakes and how to overcome them with insights about:

What the pandemic looks like for functional medicine practitioners in New Zealand
How to run your functional medicine practice as a business
The common mistakes medical entrepreneurs make and how to overcome them
The key to freedom and long-term sustainability as a practice owner
Foundations, structures, and systems that Dr. Neilson-Watt put in place so he could extract himself from the day-to-day of his practice
How to delegate and automate parts of your practice so you can free up time for revenue-generating activities
What to look for in candidates for a patient acquisition/onboarding role
How to identify and remedy faults in your sales process

Run Your Practice Like a Business Dr. James Neilson-Watt is the author of “The Million Dollar Practice” and host of the “Healthcare Business Secrets” podcast. He originally sat down with us for Episode #39 where we talked about the art of client attraction, conversion, and retention for medical entrepreneurs. If you did not get a chance to listen to our discussion, you can find it here. This week, Dr. Neilson-Watt joins us for another episode of The FM Shift to share tips for mastering the business of functional medicine.

Freedom and Long-term Sustainability for Medical Entrepreneurs As health professionals, most of us initially thought to ourselves, “I’m going to get out of school, I’m going to help some people, then I’m going to start my own practice.” But there is a huge gap of knowledge between medical entrepreneurs and functional medicine providers that just so happen to have a practice. They don’t teach business in med school, and this leads to a lot of trial by error that detracts from the benefits that drew us to entrepreneurship in the first place. If you run your practice like a practice, it will eventually turn into a job. If you want long-term sustainability and freedom that enables you to live your life, You have to run your practice like a business.

Delegate, Automate, and Focus There is a major difference between owning a business and running a business, which is why Dr. James Neilson-Watt put systems in place to extract himself from the day-to-day. If medical entrepreneurs are answering their own phones and doing bookings, there’s a problem. Delegation is key to freeing up a practitioner’s time for revenue-generating activities. Dr. Neilson-Watt also automated a lot of his marketing and lead gen processes, and he switched to a pre-recorded training regimen for appropriate positions. If you can take yourself out of activities that other team members can do, you will free up your time to focus solely on the growth of your practice.

About Dr. James Neilson-Watt James started his career like most new grads…stuck in a dead-end clinic and hustling to pay the bills…

But with a relentless drive to succeed, he purchased a run-down clinic and tripled it in 3 months, and within 2 years had generated over a million dollars in revenue.

Fast forward to today, he now runs Practice Mastery a premium done-with-you training program for practice owners who are serious about creating long-term success.

He helps them build hyper-successful healthcare practices & generate the revenue, impact & lifestyle they deserve.

How to Connect with Dr. James Neilson-Watt: * Website: https://www.practicemasterymethod.com/buy * Website: https://www.jamesneilsonwatt.com/about * LinkedIn: https://www.linkedin.com/in/jamesneilsonwatt/ * Facebook: https://www.facebook.com/jamesneilsonwatt * Twitter: @drjamesnw

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If you are looking for creative ways to increase patient volume in your functional medicine practice, Dr. Brad Watts’s shares invaluable insights about:

How FM practices have been able to thrive in a global pandemic
Creative ways to increase patient volume and scale your clinical visits in a functional medicine practice
Why we need to stop bending the knee to disease and become leaders in our communities
Understanding what it means to lead with clarity vs. commitment
What functional medicine practitioners should be committed to right now
How to position your practice to take advantage of the booming functional medicine marketplace

Focus on Health and Wellness This week, we are excited to have our good friend Dr. Brad Watts on the podcast to talk about creative ways to increase patient volume in functional medicine and clinical nutrition. He is the host of “The Nutrition Hero” podcast and a consultant who helps doctors looking to scale clinical visits and treatments in their offices. In this episode of The FM Shift, Dr. Watts joins us to talk about what successful functional medicine practices have done to survive and thrive the economic wrath of COVID-19.

Stop Bending the Knee to Disease The functional medicine market was never eviscerated. It was just compressed, and we are finally starting to see an expansion that is bringing FM practitioners record numbers amidst a global pandemic. You need to look for creative ways to increase patient volume as the marketplace starts to buzz again, and your mindset is the first thing you need to address. When this whole thing started, none of us could predict what it would look like. But with a 99.5% or higher survival rate for people under 70, it is starting to look more like a psycho-social experiment designed to see how many Americans are willing to blindly obey power. We are leaders in our communities and we have to start acting like it. It is time to come out of hiding and stop bending the knee to disease. We must get back to what we do best, providing health and wellness to patients suffering from health issues that didn’t hit “pause” when the pandemic struck.

Creative Ways to Increase Patient Volume: Clarity vs. Commitment Clinical psychologist Jordan Peterson says that the opposite of clarity is chaos, but leaders don’t need clarity, they need commitment. The problem is that our world leaders have been searching for the former, and chaos ensues as they chase their tail. The same can be said for practitioners searching for creative ways to increase patient volume. Leading with clarity instead of leading with commitment creates frustration in patients who are receiving your advice. This will stifle the growth of your practice. Getting patients through your door will only get you so far. They are looking for multi-dimensional healthcare providers that can take care of them in the long run. Clarity is a short-game that benefits the practitioner. It takes commitment to help patients out of the weeds, even if you don’t know what that looks like.

About Dr. Brad Watts Dr. Brad Watts is a doctor and educator focusing on ridding the world of chronic disease by planting seeds of health and healing. He is the author of the acclaimed “Killing Chronic Dis-ease.” His passion is in applying real-world experience to help liberate those who are oppressed by ill-health. In addition to teaching and inspired speaking, part of his mission is supporting children’s health and education in the third-world. Dr. Watts is a Doctor of Chiropractic and widely recognized as an expert in Functional Medicine and Clinical Nutrition.

How to Connect with Dr. Brad Watts * Website: drbradwatts.com * Facebook: https://www.facebook.com/brad.watts.94009 * YouTube: https://www.youtube.com/channel/UCfnEZNUT7bsG_qcofzSZh8g

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Functional medicine marketing is different. Dr. Uli Iserloh explains how to market your practice to achieve growth and scale with right-fit clients. He provides valuable insights such as:

What makes functional medicine marketing different, and how we should approach it to have the greatest impact
Why referrals alone will not lead to the growth and scale you desire
Why functional medicine providers should be taking an educative, awareness-based approach to marketing instead of mirroring what works in traditional medicine
How to niche down with your marketing strategy so you are communicating with the right prospects for your practice
How to nurture quality leads in a marketing funnel so they convert and produce ROI
What you can gain by branding your expertise and separating your practice from the pack

Functional Medicine Marketing is Different Dr. Uli Iserloh is the founder and Chief Marketing Technologist of Big Boost Marketing, one of the foremost leaders in integrative and functional medicine marketing. He is also the COO of Evolution of Medicine and a highly sought after speaker in the functional medicine community. In this episode of The FM Shift, Dr. Iserloh joins us to share his functional medicine marketing expertise. He walks us through the fundamentals of functional medicine marketing so we can have a greater impact both as medical providers and business owners.

Referrals Alone Won’t Cut It One thing many FM practitioners fail to realize is that functional medicine marketing is different. It is not the same as marketing a traditional medicine, chiropractic, or dental practice, and once you recognize this, you can start building an actionable marketing strategy that will attract the right-fit clients you seek. Referrals are great, but if you want to achieve growth and scale, you need a proactive approach to marketing. Clinicians need to be healers, but they also need to be educators, and marketing is the most effective line of communication with your target audience.

Educate, Don’t Sell In traditional medicine marketing, less depth works fine because prospective patients already know everything about what they’re getting into. If someone has the flu, they go to google and search for a GP in their area. On the flip side, how can somebody search for a functional medicine provider if they don’t know what functional medicine is? Traditional medicine marketing tactics including SEO and SEM don’t translate very well. Instead of a laser-targeted, hard-selling approach to marketing, you should be taking an educative, awareness-based approach that helps prospects understand where functional medicine is better suited, and why it is a good fit for them.

About Dr. Uli Iserloh Dr. Uli Iserloh, Founder of Big Boost Marketing, is one of the leading marketing minds in the integrative and functional medicine space – advising many of today’s leaders on strategy and tech implementation.

Uli’s patient attraction strategies are responsible for millions of dollars in revenue and have generated tens of thousands of patient leads, including multi-million dollar online summits. He’s a frequent guest on podcasts, online summits, and a sought-after speaker on the topic of functional medicine marketing.

After 10 years in the pharmaceutical industry, he founded Big Boost Marketing, an award-winning digital marketing agency specializing in automated marketing systems and Facebook advertising for health and wellness professionals.

Since 2014, he is also serving as the COO for the Evolution of Medicine, guiding the company’s marketing strategy and operations.

How to Connect with Dr. Uli Iserloh * Video Series: http://bigboost.marketing/videoseries * Website: + https://bigboost.marketing/freeguides/ + https://bigboost.marketing/ * LinkedIn: + https://www.linkedin.com/in/uliiserloh/ + https://www.linkedin.com/company/big-boost-marketing-group/ * Facebook: https://facebook.com/uliiserloh * Twitter: @uliiserloh

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Healthcare regulations are just one of the fears physicians have as they transition into functional medicine. Dr. Peter Osborne shares insights about building a brand in this space such as:

Why so many physicians struggle with overcoming the fear of healthcare regulations as they transition into functional medicine
The benefits of distancing yourself from traditional medicine as you build your brand
Understanding functional medicine as the art and science of lifestyle and diet
How to leverage the separation from traditional medicine to grow your practice
What we can do to better convey our message and the services we have to offer
How to establish transparent client relationships with clear expectations from the start
What you can do to develop certainty in your services and brand

The Separation from Traditional Medicine Many physicians struggle with overcoming the fear of healthcare regulations as they transition into functional medicine. Dr. Peter Osborne is back to explain why it’s easier than you might think. Dr. Osborne is the founder of the Dream Practice FM Success Summit and The Gluten Free Society. He is also the director of Origins Health Care, a Doctor of Pastoral Science, and a board-certified clinical nutritionist. Dr. Peter Osborne initially joined us on The FM Shift to talk about the importance of charging what you’re worth. If you didn’t get a chance to listen to his interview on Episode #20, I encourage you to check it out for more context on our conversation today.

The Art and Science of Lifestyle and Diet Functional medicine is not medicine; it is the art and science of lifestyle and diet. As functional medicine providers, our mission is to change the face of the healthcare industry. However, the louder and more vocal we get, the more attention we draw from the healthcare machine. Functional medicine is punk rock, and it is vulnerable to healthcare regulations, harassment, and scrutiny from the system. Dr. Peter Osborne is adamant about the separation of medicine and functional medicine because the patients that come through his doors maintain a mutual understanding of what his services or treatments entail. By deviating from society’s construct of medical expertise, you can better target clients that are the right fit for your practice.

Healthcare Regulations and Scrutiny When you establish your brand as a medical professional by practice, not by title, you don’t have to worry about stringent healthcare regulations and scrutiny from the medical community. Why? Because you are building completely transparent relationships with every single client that comes through your practice. This is something you should take pride in because you are able to help people that the medical system has failed. You eliminate false expectations from the get-go and eliminate the victim mentality in your patients with proactive lifestyle solutions that have long-term effects. This is an area where traditional medicine has failed miserably, and we have the power to make a difference. Traditional medicine is not the space we want to be, and we need to distance ourselves from it for the sake of our patients and our practices.

About Dr. Peter Osborne Dr. Peter Osborne is the director of Origins Health Care in Sugar Land, Texas. He is a Doctor of pastoral science, and a Board Certified Clinical Nutritionist.

Often times referred to as “The Gluten Free Warrior”, he is one of the most sought after alternative and nutritional experts in the world. His practice is centered on helping nutritionally support those with painful chronic degenerative and autoimmune problems using natural methods. He is one of the world’s leading authorities on gluten sensitivity, and lectures nationally to both the public as well as doctors on this and many other nutritionally related topics. He is the founder of Gluten Free Society, the author of The Gluten Free Health Solution and The Glutenology Health Matrix, a series of digital videos and ebooks designed to help educate the world about gluten. In addition, he is the author of the best selling book, No Grain No Pain, published by Touchstone (Simon & Schuster)

Dr. Osborne has served as the executive director and the vice president for the American Clinical Board of Nutrition. He is on the advisory board for Functional Medicine University.

He has been featured in or on Fox News, CBS, PBS, Celiac.com, The Gluten Summit, Radio MD, The People’s Pharmacy Radio, Underground Wellness, Muscle & Fitness Hers, The Journal of Gluten Sensitivity, and many other nationally recognized publications.

How to Connect with Dr. Peter Osborne * Website: https://drpeterosborne.com/ * LinkedIn: https://www.linkedin.com/in/peter-osborne-63aaa911/ * Facebook: https://www.facebook.com/DoctorPeterOsborne/ * Twitter: @Glutenology

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Functional Medicine Providers: What You Will Learn: * Why Dr. Scott made the transition from traditional medicine to functional medicine * What functional medicine providers can do to help fix the broken medical system * Dr. Scott’s approach to preventative healthcare in functional medicine * Why traditional medicine tends to disregard the dysfunction of human beings * “Sickcare” vs. healthcare in the United States * Why it is difficult to run a successful FM practice if you are just in it for the money * How non-medical practitioners should interact with difficult medical providers * The importance of self-care and mental health as a functional medicine practitioner

Preventative Healthcare in Functional Medicine Dr. Tara Scott is the Medical Director of Integrative Medicine at Summa Health in Akron, OH, and the Chief Medical Officer and founder of Revitalize Medical Group, a wellness practice. She has lived as a patient and seen the benefit of functional medicine providers finding answers to the core issues. Dr. Scott has over 20 years of experience practicing OB/GYN, and additional training in Integrative and Functional Medicine as well. She is triple board certified in OB/GYN, Functional Medicine, and Integrative Medicine. And in this episode of The FM Shift, Dr. Scott joins us to share a wealth of information about wellness and preventative health for patients.

From Clinical Physicians to Functional Medicine Providers When interviewing functional medicine providers who made the transition from allopathic medicine to functional medicine, there is usually a profound arc in their journeys. Dr. Scott believes one of the reasons for this is because when clinically trained physicians learn how the system works, they begin to understand what is broken and why. Her brother passed away at the young age of thirty-eight after a heart attack associated with smoking, diabetes, stress, and a handful of other risk factors that were generally disregarded by traditional physicians. This inspired Dr. Scott to make a difference, and she shifted her focus to preventative health because she felt that her brother’s death was preventable and many other patients are in the same situation.

Getting to the Root Cause Traditional medicine does not fully acknowledge the dysfunction of human beings, and as functional medicine providers, that has to be the root source of our treatment plans. What separates us from clinical physicians is that instead of treating a health issue based on the knowledge of body systems, logistics, and the absence of certain diseases, we treat health issues with the big picture in mind. Instead of being trained in algorithms and prescriptions, we are trained to identify imbalances in different body systems and design a long-term, sustainable treatment plan. We have the opportunity to make a significant impact on our patients’ lives, and it is important to understand how that level of trust affects the growth of our practices.

About Dr. Tara Scott Dr. Scott has been in front of an audience since she was the president of the speech team in high school. This evolved in educating the community on hormone therapy, having taught doctors in five continents about an integrative approach. With over 20 years of experience practicing OB/GYN, and additional training in Integrative and Functional Medicine, Dr. Scott shares a wealth of information by lecturing around the community to raise awareness about wellness and preventative health for patients.

In addition to being the Medical Director of Integrative Medicine at Summa Health in Akron, OH, she is also the Chief Medical Officer and founder of Revitalize Medical Group, a wellness practice. She is triple board certified in OB/GYN, Functional Medicine, and Integrative Medicine. She is a mother of 3 college-age children, enjoys running a half marathon in every state, traveling, and being active outside.

How to Connect with Dr. Tara Scott: * Online Course: https://academy.revitalizemed.com/ * Free Download: https://revitalizemed.com/hormoneimbalances/ * LinkedIn: https://www.linkedin.com/in/tarascotthormoneguru/ * Facebook: https://www.facebook.com/revitalizemed/ * Twitter: @tdscottmd

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Functional Medicine Practitioners: What You Will Learn: * The best way for functional medicine practitioners to approach new patient attraction * Whether or not doctors should be focused on new patients or convert-and-retain * How COVID has impacted sales and marketing strategy in functional medicine * Why your client attraction strategy should be focused on engagement and community building * What your patient population needs to know and believe about you in order to do business with you * What Dr. Neilson-Watt learned through his interactions with prospective patients * How Dr. Neilson-Watt overcame the frustration of client attraction and found a strategy that worked for him * Why you should focus on qualifying the right patients instead of selling your system to anyone that comes through the door

Client Attraction in Functional Medicine Dr. James Neilson-Watt is a coach, mentor, and the author of “The Million Dollar Practice.” He is also the host of the podcast, “Healthcare Business Secrets.” His mission is to help functional medicine practitioners scale and create more money, meaning, and freedom in their lives. In this episode of The FM Shift, Dr. Neilson-Watt joins us to explain how he is living out that vision through his company, Practice Mastery, a premium done-with-you training program for practice owners who are serious about creating long-term success. He talks about how he helps functional medicine practitioners build hyper-successful healthcare practices and generate the revenue, impact, and lifestyle they deserve.

New Patients + Convert-and-retain Dr. Neilson-Watt has coached over 10,000 clients in 25 industries, in more than 14 countries. With all of this exposure, he has become an expert in new patient attraction. Any time I talk to functional medicine practitioners, that is one of the main areas they struggle with. Do you focus on getting new patients? Or should your efforts be placed on convert-and-retain? Dr. Neilson-Watt says it needs to be a little bit of both, but because practices often don’t have a good back-end, they mistakenly put the bulk of their energy into getting new patients through the door.

COVID’s Impact on Practice Growth for Functional Medicine Practitioners Unfortunately, COVID has significantly reduced the effectiveness of sales and marketing strategies functional medicine practitioners have relied upon for so long. The wells are starting to dry up because doctors have been dependent on factors beyond their control. If you want to grow your business, you need to be in control of a few key things like client attraction. Dr. Neilson-Watt approaches this by focusing on engagement and community building as fundamental pillars of new business development. If we can control the conversation around our products, services, and our brands, we can cut through the noise with a message that resonates with our audiences.

Photo by National Cancer Institute

About Dr. James Neilson-Watt James started his career like most new grads…stuck in a dead-end clinic and hustling to pay the bills…

But with a relentless drive to succeed, he purchased a run-down clinic and tripled it in 3 months, and within 2 years had generated over a million dollars in revenue.

Fast forward to today, he now runs Practice Mastery a premium done-with-you training program for practice owners who are serious about creating long-term success.

He helps them build hyper-successful healthcare practices & generate the revenue, impact & lifestyle they deserve.

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Functional Medicine Providers: What You Will Learn: * Why it is critical to take a proactive approach to tax planning in functional medicine * How functional medicine providers can keep more of what they make * Craig’s approach to tax strategy in the FM niche * What to look for in a tax planning strategist * Common tax mistakes that functional medicine providers make and how to avoid them * How Craig helps his clients reduce their tax liability by legal, moral, and ethical means * How the suspension of the payroll tax affects our taxes * Craig’s top tax planning strategies for 2020

Tax Strategy for Functional Medicine Providers Craig Cody is the founder and owner of Craig Cody & Company and host of The Progressive Dentist podcast. His tax planning and CPA firm helps all kinds of healthcare professionals and small business owners keep more of what they make. From functional medicine providers to dental practitioners, Craig helps his clients take a proactive approach to tax planning strategy so they can reduce their tax bill by legal, moral, and ethical means. In this episode of The FM Shift, Craig joins us to provide a better understanding of what we can do to prepare for tax season.

Tax Planning Makes All the Difference When Dr. Heather Stone and I became both functional medicine providers AND entrepreneurs, our attitudes toward taxes were much different than they are today. When we were coming up and learning how to scale our functional medicine practice, taxes were not a priority because they had such a small impact on our business. However, as we started to experience more growth later down the road, the significant amount of revenue we were able to pull in led to significant tax bills. This is a difficult road to navigate and I wouldn’t recommend going at it on your own. Reaching out to your CPA to see what you can tweak to lower your tax liability will literally save you thousands of dollars each year. That is more money in your pocket to invest in your business and generate more growth.

Start a Conversation With Your CPA As functional medicine providers, we will come across a lot of CPAs who chalk up their responsibility to putting the right numbers in the right boxes and making sure the filing deadline is met. We should be looking for a CPA that takes a strategic lens to our books and makes changes that will help us keep more of what we make. Some of the talking points we can bring up are whether or not we have maxed out our 401k. And if our spouse is associated with the business, we need to look at theirs as well. We need to have conversations about our entity structure, PPP loans, home-office deductions, life insurance plans, and a number of other areas that could save you tons of money next tax season.

About Craig Cody Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner, and the host of The Progressive Dentist Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps dentists grow their practices through smart financial decisions and through financial education of the kind that isn’t offered in dental school.

How to Connect with Craig Cody: * Website: www.theprogressivedentist.com * Twitter: @CraigC2742 * LinkedIn: https://www.linkedin.com/in/craigcodycpa * Course: https://craig-s-school-e90e.thinkific.com/courses/5-tax-strategies

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Functional Medicine Providers: What You Will Learn: * How Dry Farm Wines is changing the game with keto-friendly products * What “natural wines” means to consumers, and why most wines are actually unnatural * The dark secrets of the wine industry that most consumers don’t know about * Why functional medicine providers should educate their patients about natural wines * How Dry Farm is addressing the biotoxin component of wine * How Todd’s ketogenic lifestyle has impacted him * The key business lessons and rules that have brought Todd success throughout his career

The Natural Wine Movement Todd White is the founder of Dry Farm Wines, a producer of wines that are friendly to low carb, Paleo, ketogenic, and low sugar diets. He is also a writer, speaker, and leader in the organic/Natural Wine movement. Like functional medicine providers, Todd is dedicated to educating and helping people make better choices about food, nutrition, and how they think about consuming alcohol. In this episode of The FM Shift, Todd exposes the alcohol business and draws parallels to the farming practices behind so many chronic illnesses today. He also shares some of the key business lessons and rules that functional medicine providers can use to achieve greater success with their practices.

Challenging the Industry Dry Farm Wines considers itself a health food company that just happens to sell wine. They are the largest importer, buyer, and reseller of natural/organic wines in the world. But natural wines is a term that often confuses consumers. In fact, most wines are actually unnatural because the same thing that happened to our food supply happened in the wine industry. There was a massive corporate consolidation, culminating in the top 3 winemakers producing more than 52% of all the wines consumed in the U.S. This transformation did not lead to the manufacturing of better, healthier wine, but rather faster and cheaper wine achieved through additives. There are seventy-six additives approved for winemaking by the FDA and most consumers don’t know that. The natural wine movement and companies like Dry Farm Wines are combatting this by certifying and distributing wines that are additive-free.

We Deserve Full Transparency As functional medicine providers, we have seen how the hyperproduction of insulin has led to many of the chronic illnesses we see in practice. Todd even believes that sugar is one of the most widely abused and highly addictive drugs on the face of the planet, and there is a lot of truth in that. However, while natural wines are not sugar-free across the board, they are completely transparent about what is contained in each bottle. And that is a step in the right direction. Currently, wine is one of the only major food product that doesn’t have an ingredient/nutrition label. Lobbyists spend millions of dollars each year to prevent people from knowing what they contain. As consumers and human beings, we have the right to know what we’re putting into our bodies before we make that decision. The natural wine movement is making that push for us, and Todd is on the front lines.

Photo by Kelsey Knight

About Todd White Todd has been a serial entrepreneur and creator since he was 17.

Today, after 15 years in the wine business, his life is dedicated to educating and helping people make better choices about food, nutrition, and how they think about consuming alcohol. As the founder of Dry Farm Wines, a writer, speaker, and a leader in the organic/Natural Wine movement, he has widely educated communities on conscious consumption. Todd is deeply passionate about bringing people together to share love and laughter through Natural Wine.

Todd is a self-described biohacker who practices daily meditation, Wim Hof breathing, cold thermogenesis, a ketogenic diet, and daily 22-hour intermittent fasting. He is also a frequent speaker on topics including ketogenic lifestyle, meditation, and the Dry Farm Wines unique company culture. His entire team gathers each morning for a meditation and gratitude practice. Built on a foundation of honesty and peace, Dry Farm Wines has seen 780% growth in revenue in the last three years, making it one of the fastest-growing private companies in the U.S., without any debt or investors.

Dry Farm Wines is endorsed by many leading U.S. performance leaders including Mark Sisson, Dave Asprey, Ben Greenfield, Robb Wolf, Wellness Mama, Dr. Dominic D’Agostino, and Chalene Johnson, to name a few. Todd has also been the featured guest on many of these influencers’ podcasts. Dry Farm Wines is the official wine sponsor for many of the leading performance conferences worldwide, sharing over 12,000 bottles each year. Such events include Paleof(x), Joe Polish’s Genius Network Conference, LowCarbUSA, Health Optimization Summit, Metabolic Health Summit, and JJ Virgin’s Mindshare Summits.

Dry Farm Wines sources pure Natural Wines and lab tests to ensure each bottle is sugar-free, lower in sulfites, and lower in alcohol. The wines are friendly to low carb, Paleo, ketogenic, and low sugar diets. Dry Farm Wines is dedicated to supporting small natural growers, currently sourcing from 600 family farmers who preserve 87,000 acres of organic vineyards and save 1.4 billion gallons of water annually by not irrigating their vines. They vet each grower’s practice and support those who focus on regenerative farming, biodiversity, hand harvesting, and the absence of industrial additives.

Dry Farm Wines is proud to be the largest Natural Wine merchant in the world, bringing awareness to Natural Wine consumption and supporting farmers who honor the soil.

How to Connect with Todd White: * Website: https://www.dryfarmwines.com/ * LinkedIn: https://www.linkedin.com/company/dryfarmwines/ * Facebook: https://www.facebook.com/dryfarmwines * Twitter: @dryfarmwines * Instagram: https://www.instagram.com/dryfarmwines/

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Functional Medicine Providers: What You Will Learn: * Why focusing your niche is the best way to achieve growth and scale in your practice * How Dr. Wolfson’s functional medicine clinic approaches the treatment of cardiovascular diseases * How functional medicine providers are creating long term change by focusing on the root causes of cardiovascular disease instead of relying on pharmaceuticals * The most common mechanisms for people dealing with hypertension, and how Dr. Wolfson evaluates them * A breakdown of endothelial dysfunction * The common causes of decreased or impaired nitric oxide production * How Dr. Wolfson diagnoses and treats patients dealing with mold issues

The New Age of Medicine Dr. Jack Wolfson a.k.a “The Paleo Cardiologist” is a board-certified cardiologist who uses nutrition, lifestyle changes, and supplements to prevent and treat disease. Recently, he launched a new training academy for functional medicine providers and other healthcare professionals from all walks of life. In this episode of The FM Shift, Dr. Wolfson joins us to share his journey and talk about the fundamental framework of his curriculum. He shares insights to help us make a difference in the world by taking it back from the pharmaceutical companies and taking control of our health.

Niche Down Many of the functional medicine providers I know have designed their practices around treating very specific ailments and diseases. If you are familiar with the podcast, you know that I am a niche builder as well. I built my practice to treat diseases like diabetes, thyroid, cognitive decline, etc., because it is the best way to scale my business and communicate a clear message to my audience. But some areas are more oversaturated with providers than others. I’ve always thought that cardiovascular health has been a largely untapped niche in the functional medicine field. With the proper training behind you, there is a lot of opportunity for growth.

Treat the Root Cause Even at the top of our field, there are not many functional medicine providers looking at cardiovascular disease in general. For example, hypertension affects more than 75% of Americans. Blood pressure medications are some of the most widely prescribed in the world. And just like any disease that we put a label to, hypertension has a cause. Within the root cause lies the solution, and pharmaceuticals are not the answer. Dr. Wolfson’s clinic is focused on finding the root cause of these diseases so his students can create long term change.

Photo by Jennifer Burk

About Dr. Jack Wolfson Jack Wolfson D.O., F.A.C.C., is a board-certified cardiologist who uses nutrition, lifestyle changes, and supplements to prevent and treat disease.

After ten years of performing angiograms, pacemakers, and other cardiac procedures, Dr. Wolfson started Wolfson Integrative Cardiology in 2012 to offer patients the ultimate in holistic heart care.

Raised in Chicago, he attended Midwestern University for his D.O. degree and completed a 3-year Internal Medicine residency and 3-year Cardiology fellowship. He was selected as the chief fellow of his class.

Together with his wife, Dr. Heather Wolfson DC, they are The Drs. Wolfson. Their website TheDrsWolfson.com is an excellent resource for holistic health and lifestyle information. The Drs. Wolfson have three children who were born at home, nursed for over 3 years, and they are still co-sleeping.

Amazon Best Seller, The Paleo Cardiologist, The Natural Way to Heart Health is the first book by Dr. Wolfson.

How to Connect with Dr. Jack Wolfson: * Website: + https://supplements.thedrswolfson.com/order-form-paleo-cardiologist + https://thedrswolfson.com/ * LinkedIn: + https://www.linkedin.com/in/drjackwolfson/ + https://www.linkedin.com/company/the-drs-wolfson/ * Facebook: https://www.facebook.com/TheDrsWolfson * Twitter: @thedrswolfson

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Functional Medicine Practitioner: What You Will Learn: * Dr. Dyer’s transition from internal medicine doctor to functional medicine practitioner * Why conventional medicine tends to beat doctors into conformity and submission * What makes functional medicine so much more effective than traditional medicine * Why FM providers should be focused on building a new system that makes conventional medicine obsolete instead of trying to fundamentally change conventional medicine * How practitioners can break out of the confines of conventional medicine and transition into functional medicine * How to craft the patient-facing communication strategy of your functional medicine practice * How Dr. Dyer structured his practice model up to facilitate group medical visits

The New Age of Medicine Dr. Bradley Dyer is a D.O. and a functional medicine practitioner, but he is also classically trained as an internal medicine physician. He is the founder of Premier Integrative Health, a Kansas City-based practice focused on helping patients achieve optimal health and vitality by getting to the root cause of their health concerns. Dr. Dyer believes the body has an amazing ability to heal itself, and that treatments should focus on creating health rather than treating disease. In this episode of The FM Shift, he joins us to share his journey in functional medicine and talk about his holistic approach to treatment.

Break Out of Conformity Even before Dr. Dyer became a functional medicine practitioner, he always had an interest in fitness and nutrition. His transition from traditional internal medicine to functional medicine was largely driven by his passion for understanding what the human body is capable of when it performs in the right environment. Conventional medicine tends to beat doctors into submission and conformity, so Dr. Dyer saw integrative and functional medicine as a means to break the mold and make a difference in his patients’ lives.

Reinventing Our Healthcare System Functional medicine practitioners are operating well outside of the old, antiquated medical system that no longer meets patients’ needs. Our traditional healthcare system is not “broken” as many people claim. It does exactly what it is supposed to do, and at the end of the day, it is a for-profit industry. Many doctors are just pawns in the system, but functional medicine is the answer. It is our duty to serve our patients as best we possibly can. There is no point in trying to change an inadequate system when we can contribute to building a new system that makes conventional medicine obsolete.

Photo by Dose Juice

About Dr. Bradley Dyer Dr. Dyer is on a mission to make a positive impact in the world by helping people regain health and vitality by getting to the root cause of their health concerns. He believes the body has an amazing ability to heal itself and that treatments should focus on creating health rather than treating disease.

Dr. Dyer is board-certified in Internal Medicine and also completed a residency in Psychiatry. While working as a Hospitalist physician Dr. Dyer completed a fellowship in Integrative Medicine with Dr. Andrew Weil and the University of Arizona. He then went on to become a Certified Functional Medicine Practitioner through the Institute for Functional Medicine.

Dr. Dyer still works one week a month as a Hospitalist and spends the other three weeks per month serving his patients at Premier Integrative Health which is his true passion.

When he is not working, Dr. Dyer loves spending time with his wife and two boys. He is a big believer in the healing power of nature and loves to be outdoors as much as possible especially when it involves cycling, hiking, and camping.

How to Connect with Dr. Bradley Dyer: * Website: https://www.premierintegrativehealthkc.com/ * LinkedIn: https://www.linkedin.com/in/brad-dyer-do-b8549845/ * Facebook: https://www.facebook.com/premierintegrativehealth * Twitter: @IntegrativeDO

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Pursuing Natural Treatment * Alison’s bout with cancer and how it led to her career in oncology nutrition * How Alison discovered that she was not a good candidate for chemo, radiation, and pharmaceuticals * Why Alison decided to identify and address the root causes of her tumor instead of pursuing traditional treatments * Why our patients always have the power and sovereignty to advocate for themselves * How we can empower our patients by helping them overcome fear * The core clinical approaches that Alison’s clients use to treat themselves at home

Pursuing Natural Treatment Our guest in this week’s podcast is Alison Gannett. She is a cancer survivor with an amazing story that led to an entire career in customized oncology nutrition. As a virtual coach, Alison uses her clients’ extensive blood chemistry lab testing, Nutrition Genome DNA profile, and detailed health history to create personalized nutrition and lifestyle plans that meet their goals. In this episode of the FM Shift, Alison joins us to share her story and talk about how functional medicine has empowered patients to pursue the best treatment options for them.

Oncology Nutrition In 2013, Alison started experiencing strange episodes of memory loss and other symptoms that eventually led her to the E.R. She was diagnosed with an aggressive malignant brain tumor, which gives the average person about six months. She tried to make changes in her life to see what differences it would make, and that is what sparked her interest in oncology nutrition. Alison forewent chemo, radiation, and any other type of pharmaceutical treatment because there was no known cure and everything the doctors had recommended was just intended to extend her life a bit. Instead, she decided to address the root cause of her cancer and reverse what was causing it.

We Are the CEO of Our Health If you looked at the big picture of Alison’s tumor molecular report combined with her personal DNA and lab work, it showed that she was not a good candidate for chemo, radiation, and pharmaceuticals. But at the same time, when Alison wanted to look into oncology nutrition and pursue natural treatment options instead, many of her doctors wanted to drop her as a patient. It is important to remember that we are the CEOs of our health. As functional medicine providers, this means that despite the immense pressure in pharmaceutical medicine, our patients always have the sovereignty and the power to advocate for themselves.

Photo by Nadine Primeau on Unsplash

About Alison Gannett Alison Gannett specializes in customized oncology nutrition, with support to prevent and conquer cancer. Her virtual one-on-one coaching personalizes each client’s nutrition and lifestyle plan using their extensive blood chemistry lab testing, their Nutrition Genome DNA profile, and their detailed health history. Her latest project encompasses her heart and soul: Conquer Cancer with Keto – Alison’s 28 Day DIY Program, which is an easy to follow, step-by-step video series for those wishing a nutritional and lifestyle reset program to prevent or conquer cancer.

She is a former World Champion extreme skier and award-winning climate change consultant. She and her husband grow and raise almost all their own keto food, veggies, and animals, at their remote FARM-acy in Paonia, Colorado. https://alisongannett.com

How to Connect with Alison Gannett: * Book: https://www.amazon.com/Metabolic-Approach-Cancer-Integrating-Bio-Individualized/dp/1603586865 * Website: https://alisongannett.com/ * LinkedIn: https://www.linkedin.com/in/alison-gannett-394a2287/ * Facebook: https://www.facebook.com/CustomizedOncologyNutrition * Twitter: @alisongannett

The Metabolic Approach to Cancer: Integrating Deep Nutrition, the Ketogenic Diet, and Nontoxic Bio-Individualized Therapies

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Functional Medicine Providers: What You Will Learn: * How we as functional medicine providers can handle the negativity, challenges, and change resulting from COVID * What it takes to lead with positivity and optimism, and how it will help us during these difficult times * Why leadership is a transferred belief, and how we can share it with our team members * The importance of believing in a better, brighter future for our practices * The key questions we should be asking ourselves right now * How to understand our past experiences so we can become better, more positive leaders * How to cope with financial stressors when it seems like there is nowhere else to go

Positive Leadership for Functional Medicine Providers Even the most skilled functional medicine providers struggle with business and leadership challenges because medical school doesn’t cover that side of the industry. This week’s podcast guest is none other than the legendary Jon Gordon. Jon is a leadership consultant who is passionate about developing positive leaders, organizations, and teams. He is a nine-time best-selling author, a keynote speaker, host of the Positive University podcast, and an expert in all things leadership. In this episode of the FM Shift, Jon joins us to explain what FM practitioners can do to lead their practices to growth and scale.

Leadership is a Transferred Belief With stress, negativity, and change mounting from COVID and political unrest in the United States, it is important to arm yourself with the skills to maintain your composure. Your team needs a strong leader to pull them through the storm and give them confidence, optimism, and security. Optimism is a competitive advantage during this—it is a game-changer. And with optimism and positivity, leadership becomes a transferred belief. You need to feed yourself before you feed others. Because as a leader, if you don’t have it, you can’t share it.

Pessimists Do Not Change the World Pessimists do not change the world. It is the dreamers and doers who have made the greatest impact throughout history. As functional medicine providers, it doesn’t matter if we are treating patients or working with other team members, that notion should dictate how we approach every interaction and task. Jon explains that in order to be the best leaders we can be, we must believe in a better, brighter future and take the necessary steps to get there. Positive leadership will change our functional medicine practices at their cores and enable us to achieve the level of success we deserve.

Photo by Viktor Forgacs on Unsplash

About Jon Gordon Jon Gordon’s best-selling books and talks have inspired readers and audiences around the world. His principles have been put to the test by numerous Fortune 500 companies, professional and college sports teams, school districts, hospitals, and non-profits. He is the author of 20 books including 8 best-sellers: The Energy Bus, The Carpenter, Training Camp, You Win in the Locker Room First, The Power of Positive Leadership, The Power of a Positive Team, The Coffee Bean, and his latest Stay Positive. Jon and his tips have been featured on The Today Show, CNN, CNBC, The Golf Channel, Fox and Friends, and in numerous magazines and newspapers. His clients include The Los Angeles Dodgers, The Atlanta Falcons, Campbell Soup, Dell, Publix, Southwest Airlines, LA Clippers, Miami Heat, Pittsburgh Pirates, BB&T Bank, Clemson Football, Northwestern Mutual, Bayer, West Point Academy, and more.

Jon is a graduate of Cornell University and holds a Masters in Teaching from Emory University. He and his training/consulting company are passionate about developing positive leaders, organizations, and teams.

How to Connect with Jon Gordon: * Website: + www.jongordon.com + www.positiveuniversity.com * LinkedIn: https://www.linkedin.com/in/jongordonenergy/ * Facebook: https://www.facebook.com/jongordonpage * Twitter: @jongordon11

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Functional Medicine Providers: What You Will Learn: * Why so many functional medicine providers struggle to achieve growth and prosperity in their practices * Why ‘certainty’ is such a critical ingredient to the sales and communication process * How to develop certainty that leads to boldness and confidence as a practitioner * How to use your sense of certainty to connect with patients on a deeper level * What FM providers can do to connect their foundational knowledge with biological knowledge under one umbrella of certainty * Why connecting with your patients has a more profound effect than presenting them with research * The neurophysiology that influences sales and conversions

Functional Medicine Providers Need Certainty Dr. Dan Sullivan is a keynote speaker, coach, and entrepreneur with three successful natural health clinics. He also runs a high-level mastermind for functional medicine providers and natural health practitioners that want to take their practices to the next level. Dr. Sullivan’s focus is on helping mission-based entrepreneurs create greater influence and conversion in the new economy using results-driven neuroscience strategies. In this episode of The FM Shift, Dr. Sullivan explains how he helps entrepreneurs influence with certainty for greater income and impact.

The Key Ingredient I think we can all agree that as natural health care practitioners and functional medicine providers of all disciplines, we are primarily operating our practices on a cash basis. One of the limiting factors in growing our practice and achieving financial freedom is our ability to communicate with our audience and sell. ‘Certainty’ is a very critical ingredient in the sales and communication game, and it seeds the ground that we will be able to walk on. Certainty comes from our ability to ask ourselves the difficult questions so we don’t ever get stumped. It gives us the confidence and boldness we need to grow as functional medicine providers and build our practices

Certainty Sells What do I believe? What do I stand for? What is the philosophy and vision my practice is built on? These are the questions we need to ask ourselves to develop certainty and move the people we encounter. Certainty creates a sense of inspiration, and when you are centered, calm, and confident in your expertise, nothing can shake you. That aura is what draws people to you. It is a powerful source of connection, and ultimately, certainty is what sells.

Photo by Green Chameleon on Unsplash

About Dr. Dan Sullivan Dr. Dan Sullivan has started 3 successful natural health clinics, a speaking business, a coaching business, and a high-level mastermind for functional medicine providers and natural health practitioners. His focus is on helping mission-based entrepreneurs create greater influence and conversion in the new economy using results-driven neuroscience strategies that do not fail. The buyer’s behavior has changed, but their spine has not. Dr. Sullivan helps entrepreneurs influence with integrity for greater income and impact.

How to Connect with Dr. Dan Sullivan: * Website: www.TheRealDanSullivan.com * LinkedIn: https://www.linkedin.com/in/therealdansullivan/ * Facebook: https://www.facebook.com/TheRealDanSullivan * Twitter: @drdansullivandc

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Functional Medicine Providers: What You Will Learn: * Lisa’s journey into the functional medicine niche * How functional medicine providers can identify opportunities for growth as they come out of the crisis * Challenges that FM practitioners should be prepared for as they start to explore the new talent pool and begin the hiring process * How to position your practice to stand out and attract higher caliber employees * Hiring practices that will put an end to the revolving door of employees at your practice

Hiring During a Crisis Lisa McDonald is the founder and owner of Integrated Connections, a consultative search and placement firm serving integrative and functional medicine providers. After experiencing the transformative powers of this medicine firsthand, Lisa set out with a vision to change healthcare through her work. She joins us on this episode of The FM Shift to share her journey and talk about the work her firm is doing to support the functional medicine movement.

Prepare for Growth When COVID first started, there was a drop in jobs for functional medicine providers. But those jobs are coming back, and in August we were back at equilibrium with August 2019. In October 2020, there is nothing but opportunity in the functional medicine field, and patient demand is going to be driving business now more than ever. There is also a group of doctors that has seen traditional medicine completely fail them during this crisis, so they are migrating toward our movement after witnessing the effectiveness of functional medicine. The industry is booming right now, so functional medicine providers should do everything in their power to prepare for growth.

Build a Team That Aligns With Your Vision One of the ways functional medicine providers can prepare their practices for growth is by learning how to navigate the new hiring field in the post-COVID climate. Go digital with your hiring process. Position your practice to stand out and attract a deeper talent pool. Learn how to properly vet prospective employees so you can put an end to the revolving door of staff members at your practice. All of these things will help set you up for success by making sure you’re ready to take on every new opportunity with a reliable team behind you.

Photo by XPS on Unsplash

About Lisa McDonald Lisa McDonald founded Integrated Connections in 2009 with a vision to change healthcare. Integrated Connections is a consultative search and placement firm for Integrative and Functional Medicine. Lisa experienced the transformative powers of this medicine firsthand and remains committed to supporting the Functional Medicine movement.

With over 20 years of Human Resources Management experience, and a passion and in-depth understanding of the field, Lisas offers rare expertise that also comes from 10 years of working closely with a variety of organizations to include health systems and small private practices. Her work has given her a unique aerial view of the field as she has witnessed its growing emergence into mainstream medicine.

Over the years, Integrated Connections has adapted to the changing climate of healthcare and continued to support the growth of Integrative and Functional Medicine. Their services expanded from recruitment to a career platform in collaboration with The Institute for Functional Medicine, and they recently launched The Integrated Connections Academy, which offers courses for clinicians and employers in the field that support their growth.

How to Connect with Lisa McDonald: * Website: + https://integratedconnects.com + https://icacademy.teachable.com * LinkedIn: + https://www.linkedin.com/in/lisapmcdonald/ + https://www.linkedin.com/company/integrated-connections-llc/ * Instagram: https://www.instagram.com/lisapmcdonald/ * Twitter: @IntegratedCO

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Functional Medicine Providers: What You Will Learn: * Effective marketing tactics and strategies in the post-COVID landscape * The ideal strategic alliance partners functional medicine providers should be looking for to co-produce a webinar * How to bring the greatest amount of value to each of your audiences no matter what industry your partner comes from * How to use educational experiences to pique the interest of prospects in your list * Program CTAs and offerings that have been successful in the functional medicine market * Innovative ways you can engage your audience opposed to the typical 15-20 min free consultation * How to structure your strategic alliances so there is no allegation of fee-splitting * Advice for practitioners who are having to work in the digital space due to COVID circumstances * What steps functional medicine providers can take to improve their sales skills * How Jared built a team that enabled the business to run and flourish without him in the day-to-day * Jared’s mission with CILA LABS and how practitioners can benefit from its services

Opportunity Amidst the Global Pandemic Jared Yellin is the founder and owner of CILA LABS, SYNDUIT, and many other game-changing companies in the tech industry. His mission is to create radical transparency in the world of software development for non-tech entrepreneurs like functional medicine providers. Jared is a wealth of information when it comes to solving problems and inefficiencies in the world of sales and marketing. In this episode of the FM Shift, Jared joins us to talk about effective marketing tactics and strategies in the post-COVID landscape. He teaches us how to engage our audiences in new and innovative ways so we can become better marketers and grow our practices.

Build Strategic Alliances As many lockdowns are eased and COVID loosens its death grip on the global economy, functional medicine providers should be asking themselves, “How can I take advantage of this unique opportunity?” It all comes down to the fundamentals. Now more than ever, relationship capital matters. Relationship capital is more accessible than it has ever been before, and it is a great chance to focus on forming strategic alliances. People who are typically extremely busy are easier to reach, so Jared and his team have focused on building relationships with like-minded businesses who have a product or service his companies can complement. Spend fifteen minutes per day grooming your relationships; who do you know, who do your connections know, and who do you yearn to know? Make it a goal to connect with one person each day.

Bring the Most Value to Both of Your Audiences When it comes to strategic partnerships, functional medicine is a target-rich environment. Functional medicine providers build their practices around the idea of improving health through fundamental lifestyle changes. This means you can co-produce webinars with anyone who has influence. What your partner does almost doesn’t matter; it is about finding other people whose philosophy is aligned with yours. Focus on health-related businesses, because the timing in functional medicine is critical right now. People will do anything to bring value to their community, and when you have access to information they don’t have, you can step in and help them accomplish that.

Photo by Ales Nesetril on Unsplash

About Jared Yellin Jared Yellin stands to create radical transparency in the world of software development for non-tech entrepreneurs.

Think back to elementary school, maybe middle school, and possibly even high school. Do you remember that bully? That person who battled with self-worth and made it their mission to bring other people down to their level.

Maybe you were on the receiving end of this OR maybe you saw someone else being tormented. Well, there was only one person who could truly stand up to that bully.
One person that would help the bully see what they didn’t see about themselves so they would
stop bullying. That person is Jared Yellin.

Jared defines and labels himself with one word…DAD!

He is a father to two beautiful children, Taylee and Ryker, and he has committed his life to doing
whatever possible to create more freedom with his kids. He is also a parallel entrepreneur who focuses on launching companies that even the playing field.

From marketing solutions…
To educational platforms…
Simple sales training…
And so much more!

Jared has already supported over 100,000 small business owners over the past 10+ years and
he brings a depth of knowledge on marketing and scaling a business (while having it all) that is
not only diverse but is also extremely practical and proven. In fact, his no-nonsense style to
growth allows people of all levels to thrive when it comes to meeting and exceeding their goals.

Jared has several life-altering companies including SYNDUIT, the first marketing platform
with content for your industry that is currently supporting over 40,000 small businesses from
around the world. Jared also founded CILA Labs which is a technology incubator that
builds technological ideas with and for non-tech entrepreneurs AT COST and then focuses on
massive acceleration and positive disruption.

But remember, Jared is a Dad first and every action he takes is intentional…to have more freedom with his kids!

Finally, Jared’s mission is filled with a desire to serve as it focuses on the following:
I am driven to help 10,000 non-tech entrepreneurs build their technical ideas so that together
we can change industries, communities, and the world.

How to Connect with Jared Yellin: * Website: http://jaredyellin.com/ * LinkedIn: + https://www.linkedin.com/in/jaredyellin/ + https://www.linkedin.com/company/cila-labs/ * Facebook: https://www.facebook.com/JaredYellin * Instagram: https://www.instagram.com/jaredyellin/

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Functional Medicine Field: What You Will Learn: * How professionals in the functional medicine field can find their unique identifier and separate themselves from the pack * What functional medicine providers can do to overcome their scarcity mindset and narrow their niche * Why niching down will enable you to increase your impact and grow your practice simultaneously * Tools and strategies you can use to identify your unique selling proposition * How to use your USP as the foundation of your communication strategy * The best platforms/mediums for spreading your unique identifier * Jeremy’s “small pond” strategy and how FM providers can apply it in their own practice * How guesting on relevant podcasts can help your practice’s website rank higher in search results

Narrow Your Niche, Increase Your Impact, Grow Your Practice Jeremy Slate is a podcaster, entrepreneur, and public relations expert in the functional medicine field. He is the founder of the Create Your Own Life Podcast, which studies the highest performers in the world. And he is also co-founder of Command Your Brand Media, which helps leaders in all types of industries use the power of podcasts to change the world. In this episode of The FM Shift, Jeremy explains how to identify your USP, niche down, and build a killer communication strategy around those key points.

What is Your Unique Identifier As you know, one of our main focuses on The FM Shift is to train professionals in the functional medicine field to become sharp and effective salespeople. Growing your practice and making the money you deserve requires an abundance of different tools and resources—digital communication is a major piece of that. You have to pinpoint your unique identifier to separate your practice from others in the area and attract a specific, loyal niche without spreading yourself thin. What makes you different, and who are you communicating that to? Those are two questions you need to answer before focusing on anything else.

Niche Down In the functional medicine field, there are so many different ways to treat so many different diseases that it can be difficult to turn patients away. Why would you focus on one area like diabetes or arthritis when you can take on all of the new cases that come your way? The reality is, if someone comes to you with a problem and you are able to solve it for them, you become the opinion leader in that field. That patient is going to tell everyone and your mother about you, resulting in the growth of your practice and an increased level of impact on your patients.

Photo by Israel Palacio on Unsplash

About Jeremy Slate Jeremy Slate is the founder of the Create Your Own Life Podcast, which studies the highest performers in the world. He studied literature at Oxford University and is a former champion powerlifter turned new media entrepreneur. He specializes in using podcasting and new media to create trust and opinion leader status. In iTunes, he was ranked #1 in the business category and ranked #78 in the Top 100.

Jeremy was named one of the top 26 podcasts for entrepreneurs to listen to in 2017 + 18 by CIO Magazine, top podcast to listen to by INC Magazine in 2019, and Millennial Influencer to follow in 2018 by Buzzfeed. The Create Your Own Life Podcast has been downloaded over 2.5 million times. He’s also a contributing editor of New Theory Magazine and Grit Daily.

After his success in podcasting, Jeremy and his wife, Brielle, founded Command Your Brand Media to help leaders use the power of podcasts to change the world.

How to Connect with Jeremy Slate: * Website: + https://training.commandyourbrand.com/optin-30184477 + https://commandyourbrand.com/ * LinkedIn: + https://www.linkedin.com/in/jeremy-ryan-slate-bb7b284a/ + https://www.linkedin.com/company/command-your-brand-pr/ * Facebook: https://www.facebook.com/commandyourbrand * Twitter: @jeremyryanslate

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Functional Medicine Field: What You Will Learn: * Why your patients are ultimately buying your leadership, not just your products and services * Lenann’s definition of leadership, and how it affects your practice * Why taking a soft approach is beneficial whether you are a male or female practitioner in the functional medicine field * How to get patients and prospective patients to buy into your vision so you can treat them more effectively * How to maintain your personality and smooth out the rough edges as you work to develop your strengths as a leader * The core issues that prevent people from becoming effective leaders, and how to overcome them * The challenges functional medicine providers face because of the shameful cancel culture * How Lenann starts her clients on a path where they can become proficient salespeople * The top things FM providers can do to move prospective patients through the sales cycle

How Leadership Manifests in Your Practice Lenann McGookey Gardner is an executive coach that focuses on leadership and sales. She is an author, a public speaker, and a veteran of the industry with over 20 years of experience. Her greatest joy is helping professionals see how to apply high-integrity, up-to-date salesmanship principles to grow their businesses and professional practices. In this episode of The FM Shift, Lenann joins us to share her journey and go deep into the impact of powerful leadership in the functional medicine field.

They’re Buying Your Leadership At the end of the day, your patients aren’t just buying your products, services, or brand—they are buying your leadership. Leadership in the functional medicine field is having a vision and engaging your team and patients in a way that makes them want to be a part of it. Great leaders can bring their patients to wellness by helping them awaken within themselves. Leadership is the key to helping them realize what is truly getting in the way of being as healthy as they can be, and it is the driving force that ultimately leads to successful treatments.

Engage Your Patients; Bring Them on Your Journey Whether you are a male or female practitioner in the functional medicine field, your approach is everything. Demeanor, presentation, communication style—it all ties into your image as a leader and your patients’ perception of you. Taking a soft approach can help you pull more information from your patient by getting them to open up. It’s all about giving them a sense of joy and enthusiasm for the journey you put forth, and you need to make them want to be a part of that.

About Lenann McGookey Gardner Lenann McGookey Gardner is a Harvard MBA with a track record of great success in sales and marketing. Her greatest joy is helping professionals see how to apply high-integrity up-to-date salesmanship principles to grow their businesses and professional practices.

How to Connect with Lenann McGookey Gardner: * Website: www.YouCanSell.com * LinkedIn: https://www.linkedin.com/in/lenann-mcgookey-gardner-455562/ * Facebook: https://www.facebook.com/LenannGardnerConsulting/ * Twitter: @Lenann_Gardner

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Functional Medicine Practitioner: What You Will Learn: * What inspired Dr. Twyman to become a functional medicine practitioner * How Dr. Twyman evaluates patients who are at risk of developing cardiovascular diseases * How patients react to the way traditional cardiology test results match up to Dr. Twyman’s prognosis * The different types of treatments Dr. Twyman uses in integrative cardiology and the results he is seeing * How Dr. Twyman positions his practice to the public * What Dr. Twyman does to get his patients into a consistent regimen and help them follow through with treatment * How different types of light can affect your overall health, and how to mitigate them * The different ways Dr. Twyman evaluates his patients’ mitochondrial health and how he helps them make lifestyle changes to improve it

Integrative Cardiology Dr. Michael Twyman is an integrative cardiologist that specializes in stroke and heart attack prevention. One of his core missions as a functional medicine practitioner is to help patients find their risk levels—not only to halt the damage—but to reverse the disease process itself. It is an inspiring and courageous endeavor from a medical position. On this episode of The FM Shift, we are happy to share the stage with him to help him advance his cause.

Prevention is the Key The big question that inspired Dr. Michael Twyman to become a functional medicine practitioner is— “if we have the patient’s weight, blood pressure, cholesterol, and other factors controlled, why do they keep coming back?” It drew Dr. Twyman to the preventative side of his specialization. He began looking at advanced lipid profiles and inflammation, eventually leading him to connect with a group of like-minded individuals who sought ways to prevent/reverse these diseases completely. That group is the St. Louis Institute of Integrative Medicine.

Into Uncharted Territory If you’re having a heart attack, you obviously want well-trained individuals taking care of you. But if you really want to get to the root cause, you have to dive much deeper. As a functional medicine practitioner who goes against the grain, Dr. Twyman certainly has unique obstacles to overcome in treatment. But he rarely faces scrutiny from his colleagues, and that is important to note. Functional medicine is still new, but it is finally in the mainstream. We have an opportunity to treat more and more patients with revolutionary practices like Dr. Twyman’s by looking at the big picture. However, in many instances, this leads us into uncharted territory.

Photo by jesse orrico on Unsplash

About Dr. Michael Twyman Dr. Michael Twyman focuses on the prevention and early detection of heart disease. Heart attack prevention is his passion. Utilizing the best of conventional medicine, integrative/functional medicine, quantum medicine, and biohacking he works to get to the root cause of your cardiovascular issues. Dr. Twyman can help you live your optimal life.

How to Connect with Dr. Michael Twyman: * Website: https://www.drtwyman.com/ * LinkedIn: + https://www.linkedin.com/in/drtwyman/ + https://www.linkedin.com/company/apollocardiology/ * Facebook: https://www.facebook.com/drtwyman/ * Twitter: @michaeltwymanmd

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Functional Medicine Field: What You Will Learn: * The principles Funk uses to help his clients achieve their fitness goals * How Funk’s fitness regimen aligns with the functional medicine field * Why Funk’s communication style can help FM providers better connect with their patients * What practitioners can do to help their patients understand the clinical side of their treatment strategy * How to work with patients to undercover their driving ‘why’ for treatment * How to help men better fulfill their role as patriarchs by improving their health * Nutritional products that Funk recommends to men over forty who want to boost testosterone

Shredded Over-Forty Funk Roberts is the owner of Funk Roberts Fitness Inc., the Over 40 Alpha Brotherhood, and Funk Supplements Inc. On top of being a successful serial entrepreneur in the functional medicine field, Funk is also a certified metabolic trainer and former professional volleyball player. Funk is the author of Rapid Body Makeover, and also has a new book coming soon called “Over-40 Shred.” In this episode of The FM Shift, Funk joins us to share his journey and talk about what we can do to help our patients see the big picture when it comes to treatment.

In Layman’s Terms Funk may not be a practitioner, but he employs many of the values and principles that we live by in the functional medicine field. He understands the clinical nature of functional medicine, but his main goal is to help men over forty get shredded. He has been successful in doing so by communicating complex medical information to average people so they can understand it and use it to their advantage. Clinicians have a lot to learn from the way Funk communicates with the male patient population, and they can apply the same tactics in their own practices.

Connecting the Dots Through Funk’s journey, he made it abundantly clear that practitioners in the functional medicine field have to take a different approach to address the issues facing men over forty. There has to be a connection between the topic of testosterone and the issues the patients are coming in with. That way, the patients can understand the potential treatment options in a way that is more important to them. A lot of practitioners are big proponents of testing. But Funk offers an entirely new way to take that clinical data and make it meaningful to the patients.

Photo by Pikx By Panther from Pexels

About Funk Roberts At 51 years old, Funk Roberts is the owner of Funk Roberts Fitness Inc. – The Over 40 Alpha Brotherhood and Funk Supplements Inc.

Funk’s dedicated mission is to help over 1 million men in their 40s,50s,60 and beyond to regain their manhood, boost testosterone, build their best body and live a healthy, happy, and productive life.

As Funk turned 40 years old, he struggled with having low testosterone, being overweight, and having a puffy, pudge muscle look. After a ton of research, trial and error, and putting it into action, Funk has developed a training and lifestyle system for men over the age of 40 who want to get into the best shape of their life.

In 2010, Funk transformed his own body from a puffy 215lbs to 185 lbs lean, ripped, and over the past ten years has been able to maintain his body, health, and youthfulness naturally.

He is a former Professional Beach and Indoor Volleyball Player turned Certified Personal Trainer, Certified MMA Conditioning Coach (MMACA) NESTA, Certified Master Metabolic Trainer, Nutrition Specialist, Core Conditioning Specialist- NESTA, Kettlebell Training Specialist, TRX Approved, Certified Fitness Nutrition Coach.

He is also the creator of Over 40 Alpha Membership for Men Over 40, which is a monthly membership website with over 5000 members, dedicated to helping men over 40, 50, and 60 excel in, health, fitness, weight loss, business and life through new monthly workouts, programs, nutrition info, exclusive products, motivation, master classes, community and more.

Funk is an Amazon #1 Best Selling Co-Author for ‘Rapid Body Makeover” and has appeared as a Fitness and Celebrity Expert on ABC, NBC, CBS, and FOX TV affiliates.

Funk has created over 100 Fitness programs, eBooks along with workout videos and is currently about to release new Follow Along Workout DVD’s

He has partnered with NESTA (National Exercise and Sports Trainers Association) to create and launch his Metabolic Conditioning Coach Certification Course, which will teach and certify Personal/Bootcamp Trainers and Coaches using HIIT and metabolic training. This course has become the most popular certification in the NESTA Library.

Funk also currently works with UFC Canada, Australia, and New Zealand in Athletes and Fighter Relations and writes articles for MMA, BJJ, and Muay Thai magazines, online fitness websites and is part of the Onnit Academy.

With over 20 years’ experience, he has helped over 1 million fitness enthusiasts, combat fighters, trainers, and coaches reach their fitness goals and improve athletic performance through over 100 online metabolic workout programs.

Through his experience training and fighting a Muay Thai fight in Thailand at the age of 40 years old (with a 2nd round knockout ring), he can transfer his training and success to other combat athletes around the world.

Each week Funk reaches over 1 million combat athletes, fitness junkies, and trainers worldwide through his email subscriber list, social media, YouTube channel, and online programs.

Funk has helped fighters prepare for battle in most of the major MMA and Combat promotions including UFC, OneFC, Bellator, WSOF, KSW, Glory Kickboxing, RFA, AFC, Lion Fight, K1, ADCC, Grapplers Quest and many other organizations making him one of the strength and conditioning leaders in the combat sports community.

Funk Roberts Fitness training systems maximize your ability to improve the many physical attributes needed as a combat athlete, including explosiveness, strength, power, cardio, anaerobic system, muscular endurance, core strength, balance, agility, speed, mobility, and flexibility.

Funk has also created Metabolic Training systems that help people burn fat while building muscle, getting fit and ripped. He reaches over 70,000 regular folks from all fitness levels looking to use his workouts to get into the best shape of their lives.

Funk runs yearly fitness seminars at world-renowned Tiger Muay Thai and Fitness Academy in Thailand and trains UFC fighters through his conditioning sessions. Funk has just launched a NEW Over 40 Alpha Fitness Camp in Toronto June 2020 for men over 40

At 51 years old, Funk lives in Toronto with his amazing and beautiful wife Angela and is the father of two adult boys Cassian and Stefan.

He runs a successful 7-figure online fitness business and supplement company, still trains in Muay Thai, and continues to be a model and ambassador for men over 40 around the world.

How to Connect with Funk Roberts: * Website: www.over40alpha.com * LinkedIn: https://www.linkedin.com/in/funk-roberts-73981a12/?originalSubdomain=ca * YouTube Channel: https://www.youtube.com/c/FunkRoberts * Facebook: + www.facebook.com/funkmma + www.facebook.com/funkrobertsfitness * Instagram: www.instagram.com/funkrobertsfitness * Twitter: @funkmma

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Functional Medicine Practitioners: What You Will Learn: * James’ journey into the field of functional medicine * How James has been able to help functional medicine practitioners move the needle and grow their business * How functional medicine is changing, and what doctors can do to get on the front end of this new movement * Why it is so important to get buy-in from your patients in the new era of functional medicine * James’ perspective on what functional medicine is, and what it should be * Different factors that are helping push functional medicine into the mainstream * How the commercialization of functional medicine could potentially screw it up * The 5C model of functional medicine transformation

A New Era of Functional Medicine James Maskell is the founder of The Functional Forum, a monthly program that covers the most important clinical topics, practice development strategies, and the latest health technology for functional medicine practitioners. He also hosts the Evolution of Medicine podcast, which just celebrated its 80th episode. And he is the author of two books, “The Community Cure” and “The Evolution of Medicine.” In this episode of The FM Shift, James joins us to share his journey into the functional medicine field. He shares his perspective on what functional medicine is and what it should be so we can make a greater impact on a greater number of people.

Back to the Roots James has been on an incredible journey so far, and since 2014, he has been helping functional medicine practitioners find new ways to move the needle and grow their business. James is able to offer a unique perspective to business problems at FM practices because he doesn’t look at them through the lens of a clinician. He has been able to help doctors digitize their practices, build a low-overhead business model, and pursue their passion for functional medicine full-time with greater profitability. James is going back to the fundamental roots of functional medicine, because before we can address the needs of individual people, we have to transform their desire to want to participate.

Getting Buy-in From Your Patients The real work of functional medicine practitioners is coming face-to-face with another human being and helping them create a plan of attack to address the things that are making them unhealthy. With a more effective business model in place, these types of doctors can make an impact on a greater number of patients. The most effective functional medicine practices James has worked with put lifestyle first. Once you put your patients in control of their own life and act as a guide on their journey, you will see your practice grow. If you want to get in the front end of this new era of functional medicine, you have to get more buy-in from your patients, helping them understand why they will see results from working with you, and how to participate in their care.

Photo by Avrielle Suleiman on Unsplash

About James Maskell James Maskell is a serial healthcare founder, innovating at the intersection of functional medicine and community.

Projects include the Functional Forum: the world’s largest functional medicine conference, Evolution of Medicine: content and communities dedicated to transforming chronic disease care and Knew Health: an affordable alternative to health insurance for health-conscious Americans.

He lectures and hosts internationally, and has been featured on TEDMED, Huffpost Live, Further Future, and TEDx. He serves as faculty for physician education on topics of practice management, group medical visits, and health technology.

He advises and accelerates startups focused on health creation.

How to Connect with James Maskell: * Website: + http://www.jamesmaskell.com/ + https://goevomed.com/ + https://knewhealth.com/ * LinkedIn: + https://www.linkedin.com/in/jamesmaskell/ + https://www.linkedin.com/company/evolution-of-medicine/ + https://www.linkedin.com/company/knew-health/ * Facebook: + https://www.facebook.com/findfunctional + https://www.facebook.com/goevomed/ + https://www.facebook.com/knewhealth/ * Twitter: @mrjamesmaskell

The Community Cure: Transforming Health Outcomes Together

The Evolution of Medicine: Join the Movement to Solve Chronic Disease and Fall Back in Love with Medicine

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Functional Medicine Practice: What You Will Learn: * How Dr. Barter’s practice has been impacted by COVID from a clinical and patient management perspective * The mental and emotional impact that COVID has made on Dr. Barter’s patients * Treatments Dr. Barter’s functional medicine practice uses to help manage mood and headspace * How Dr. Barter communicates the effects of the pandemic to her patients to help them better understand treatment options * How Dr. Barter addresses mold and treatment procedures with her patients * Long term health problems that mold can cause * Dr. Barter’s work with neurotransmitters

Post-Pandemic Challenges in Functional Medicine Dr. Ann Barter is the owner and Clinical Director of Alternative Family Medicine and Chiropractic, a Colorado-based functional medicine practice serving the Denver Metro Area. She is also host of the Fearless Health podcast and a thought leader in both patient-facing and practitioner-facing work in the functional medicine field. Dr. Barter joins us in this episode of The FM Shift to share her journey and talk about the new landscape of functional medicine amidst the global pandemic.

Addressing the New Normal COVID has significantly impacted the way we operate, and Dr. Barter has seen an increase in difficult cases come through her functional medicine practice. Some of them are more difficult due to this ‘new normal’ and the added stressors of the day-to-day. But the vast majority of these cases are becoming increasingly difficult because of the mental and emotional toll that COVID has taken on patients. From the toxic news cycles to the frustrating mask ordinances, people are experiencing significantly higher levels of stress and anxiety that are impacting their health in a profound way.

Managing Headspace Dr. Barter has taken it upon herself to actively manage her patients’ headspace, because mood and mindset directly affect her ability to treat them for other ailments. Her functional medicine practice uses a number of different treatments to accomplish this without the use of risky pharmaceuticals. Cortisol is a tonic for the adrenal gland that helps calm patients’ down. Mood Food and Liquid Serenity affect your serotonin and GABA pathways. She also uses organic acids testing to get the full picture of her patients’ headspace and determine the best course of action for treatment. The new normal is going to weigh heavily on our patients for some time, but there are many viable treatment options we can offer to limit its effects on their health.

Thanks to Joyce McCown for sharing their work on Unsplash.

About Dr. Ann Barter Dr. Ann-Marie Barter is a chiropractor who serves Niwot, Longmont, Boulder, Lyons, Louisville, Lafayette and the surrounding communities in the Denver Metro Area.

Dr. Barter graduated from the University of Western States in Portland, Oregon, an accredited 4-year Doctoral program that is considered a leader in evidence-based medicine, and the first Chiropractic school to be awarded a federal research grant.

Dr. Barter underwent rigorous clinical training with some of the finest chiropractors. Dr. Barter has also undergone advanced training in Applied Kinesiology, completing over 400 extra classroom hours and is certified to practice Applied Kinesiology. She has also studied Functional Blood Chemistry under Dr. Kharrazian.

She has taken an interest in optimizing health by incorporating diet counseling, whole food supplementation, herbal therapy, wellness and lifestyle coaching, scar tissue work, deep tissue massage, and exercise programs.

Dr. Barter has completed the 18 hours required for certification by The Running Clinic for New Trends in the Prevention of Running Injuries. This training course has been delivered more than a hundred times, on 5 continents! It has been developed using the most recent scientific evidence, it questions several current unjustified practices. The techniques learned in this class help Dr. Barter better assess her patients and aids in making recommendations for avoiding future running-related injuries.

Medicine is a second career and passion for Dr. Barter. Initially, she worked at Lockheed Martin Aeronautics in Fort Worth, Texas negotiating major systems for their fighter jet program. She excelled at difficult negotiations and was able to hit challenging company goals.

Dr. Barter is passionate about chiropractic, helping people get out of pain and reach their maximum potential. Chiropractic changed Dr. Barter’s life. When she was initially introduced to chiropractic (in her early 20’s) she was skeptical. The more educated she became in the art of chiropractic, the more interested and intrigued she became, until she finally asked for an adjustment from a family friend who practices chiropractic. The treatment was like magic. He not only adjusted her spine but also her feet, hips, knees, wrists, and elbows. She felt new and light, like a better version of herself. He also took extra time to put her on a specific dietary protocol and nutritional regimen, from which she realized major positive changes. She excelled academically, experienced less gastrointestinal upset, reduced brain-fog, lost weight, and started to enjoy activities like hiking, because her foot mechanics had been changed.

Dr. Barter has been active in athletics her entire life. For 17 years Dr. Barter was a competitive dancer. These days she can be found dancing, skiing, running, performing yoga, biking, hiking, lifting weights or walking her Rhodesian Ridgeback, Ritz. She knows what it takes to be an athlete and she finds great satisfaction in helping athletes reach their maximum potential.
Dr. Barter uses chiropractic care to improve the health and wellness in all areas of patient’s lives, whether they are having problems with back or neck pain, or just want to start feeling better when they wake up in the morning. Dr. Barter takes a “whole person” approach to chiropractic care, which means looking for the underlying causes of disease, discomfort, and pain, as opposed to just treating the symptoms.

Many seemingly unrelated symptoms often arise from imbalances in the spinal column, extremities, biochemical disturbances, and stress and Dr. Barter will be able to determine the root of the problem and create a personalized chiropractic and wellness plan to suit each patient’s individual needs.

Dr. Ann-Marie Barter is passionate about helping you and your family. She has a broad range of diagnostic skills and enjoys working with women and men of all ages including pregnant women, kids, and geriatric patients. She is dedicated to appropriately assessing your condition, building an individualized treatment program, and optimizing your health.

If you have any questions about chiropractic care in Longmont, or would like to learn more about chiropractic care and functional medicine at Alternative Family Medicine & Chiropractic, please call them at 303-652-0900!

How to Connect with Dr. Ann Barter: * Website: https://altfammed.com * LinkedIn: + https://www.linkedin.com/in/ann-marie-barter-84541b15/ + https://www.linkedin.com/company/alternative-family-medicine-chiropractic/ * Facebook: https://www.facebook.com/altfammed * Twitter: @altfammed

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Functional Medicine Practitioner: What You Will Learn: * The writing and publishing process for Dr. Bartemus’ book, The Autoimmune Answer * How Dr. Bartemus approaches to each autoimmunity case that comes through his practice * Different types of tests that Dr. Bartemus uses in autoimmunity cases * The main cases Dr. Bartemus sees as a functional medicine practitioner, chiropractor, and FM provider * Dr. Bartemus’ process for treating autoimmunity * How Dr. Bartemus has structured his business model * Dr. Bartemus’ system for vetting and evaluating prospective patients * Dr. BArtemus favorite types of cases to work with * How to deal with the patient dynamic when they are between you and a traditional medical doctor * Why Dr. Bartemus is proactive with patient testimonials

Autoimmunity and Functional Medicine Dr. John Bartemus is a chiropractor, a functional medicine practitioner, and a certified FM provider. He is also the author of “The Autoimmune Answer,” and he hosts the Life at Optimal podcast. Dr. Bartemus has over 700 videos on his YouTube channel where he shares his expertise with doctors and patients alike. And in this episode of the FM Shift, he joins us to bring some of that expertise to our audience. Dr. Bartemus walks us through his approach to treating autoimmunity patients, and he discusses the structure of his unique business model. He also talks about his process for vetting and evaluating new patients so we can make practicing more fun and more profitable.

Looking at the Big Picture As a functional medicine practitioner, 90% of the patients that come through Dr. Bartemus’ practice are experiencing something related to autoimmunity. His success with these patients lies in his ability to identify and treat them as autoimmunity cases, not as RA patients. Dr. Bartemus treats his patients with the whole of their physiology in mind, and he does not address their symptoms as if they were in a vacuum. He builds each case around the individual and changes his treatment plan based on what’s working and what is not.

It is Okay to be Selective Dr. Bartemus’ style as a functional medicine practitioner is developed around “completing the puzzle.” He looks at the entire medical history of a patient so he can determine the best course of action in the present. He has a thorough business model to keep his practice profitable while he dedicates an exceptional level of time and energy to understanding the unique needs of each prospective patient. And he isn’t afraid to vet and evaluate patients so he can find the right core customers for his practice. A lot of practitioners get stuck in a scarcity mindset, but when you are selective of who you work with, practicing becomes more rewarding financially and mentally.

About Dr. John Bartemus Dr. John Bartemus is a Chiropractic Physician who strives to meet the standard for health care that Thomas Edison set over a century ago. Now more than ever, our society needs holistic doctors who are devoted to finding the unique cause of each individual person’s issues and correcting it in a natural, drug-free way.

Time and research have shown that more drugs do not equal more health. Our nation is suffering from a burden of chronic disease that is not the result of a deficiency of pharmaceuticals. It is the result of a lack of knowledge as to what our bodies require to be healthy. Our society is built on a magic bullet paradigm, this will never lead to health. Disease did not happen overnight, neither will health.

If you are looking for an objective, evidence-based, holistic integrative health doctor to help you determine the cause of your dysfunction(s) and remove them, Dr. John Bartemus is here to help you.

How to Connect with Dr. John Bartemus: * Website: https://www.functionalmedicinecharlotte.com/ * Book: https://www.amazon.com/dp/B08BF44JJ5 * YouTube: www.YouTube.com/c/DrJohnBartemus * Instagram: https://www.instagram.com/functionalmedicinecharlotte * LinkedIn: + https://www.linkedin.com/in/johnbartemus/ + https://www.linkedin.com/company/functional-medicine-charlotte/about/ * Facebook: https://www.facebook.com/FunctionalMedicineCharlotte/ * Twitter: @FunctionMediCLT

The Autoimmune Answer : Using Functional Medicine to address the cause, eliminate symptoms, and optimize quality of life

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Functional Medicine Practitioners: What You Will Learn: * Why Dr. Lerner has built his sales cycle around unique advancing programs and events * Different programs and events functional medicine practitioners can produce to connect with patients * How Dr. Lerner views sales in relation to the brick and mortar practice * Customer Lifetime Value (CLV) * What drove Dr. Lerner to pursue additional training in psychology * Psychological concepts that can be leveraged to move a prospective patient forward in the sales cycle * How to build out an event and fill the seats * How to ask questions that seem genuine and authentic, not salesy * How to deal with internal struggles in your business and separate them from your interactions with patients * Structures and systems you can implement to create consistency across all of your clinics

Reach Your Patients When They’re Ready to Spend Several months ago, I produced a major functional medicine event called The Functional Medicine Sales Training Virtual Summit. I interviewed over fifty experts in our field, each bringing forth loads of valuable information to help us get more patients saying ‘yes.’ The goal is to use sales and human communication tactics to have a greater impact as functional medicine practitioners, and ultimately, to get paid what you are worth. Dr. Ben Lerner was one of the experts who joined us for the summit, and I wanted to share his interview with those of you who may have missed it or need a refresher on his proven sales process for functional medicine practitioners.

Advancing Programs and Events Dr. Ben Lerner is one of the top functional medicine practitioners in the industry. He is also a coach, mentor, and a very successful entrepreneur. Dr. Lerner has an extremely unique approach to marketing in functional medicine, and his sales and admissions processes have generated significant growth in each of the 135 practices and counting that he’s built. He structures his sales cycle around unique advancing programs for patients and is able to reach hundreds of thousands of people at one time. All of the events are desirable for the patient. They are relevant, timely, and engaging, which enables Dr. Lerner to reach his prospects at a critical time when they are ready to buy. It is the ultimate opportunity to leverage your time and maximize your exposure in the community simultaneously.

The Psychology of Sales As functional medicine practitioners, we are skilled in our disciplines and niches. But high levels of specialization can narrow our field of view when it comes to other tasks like biz dev. Dr. Lerner supplements his medical training with a Master’s of Psychology, and concepts like heuristics and proximity bias have significantly impacted the way he markets and operates his practices. Most of us understand psychological concepts, and we see the value in knowing what’s happening in the mind of our prospective patients. But, at the same time, we struggle with the application of them. Prospective patients are often going by rules of thumb instead of critically thinking. Asking questions can help them overcome this frame of mind so you can nudge them forward in the sales cycle.

About Dr. Ben Lerner Dr. Ben Lerner owned and operated 5 clinics in Central Florida seeing 12,000 patient visits each month. He is now the co-founder of Maximized Living Inc. and Maximized Living Health Centers which has opened more than 80 franchised clinics.

Dr. Ben is the author of two New York Times bestsellers, doctor for two U.S. wrestling teams at the 1996 and 2000 Olympics, and currently the Chairman of the Wellness Advisory Council. The Wellness Advisory Council provides care and performance programs for USA Wrestling, USA Judo, USA Weightlifting, and USA Sitting-Volleyball. They also cover performance for the 2010 MLS Cup Champions the Colorado Rapids, U.S. Martial Arts, many professional MMA teams, and sports programs up through the college level.

Maximized Living has clients, franchises, and partners in 4 countries and is a world leader in health curriculum, wellness events, and fitness challenges.

How to Connect with Dr. Ben Lerner: * Website: https://drbenlerner.com/ * Facebook: https://www.facebook.com/BenLerner/ * LinkedIn: https://www.linkedin.com/in/drblerner/ * Twitter: @DrBenLerner

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Functional Medicine Practice: What You Will Learn: * Bryan’s journey to sales mastery and coaching * What it means to be an “accidental” salesperson * Why we need to be able to sell regardless of our profession or position in an organization * Conveying functionality vs. conveying value * The four steps of growth in sales * How to be successful at sales, even if you aren’t a natural * How to peel back the layers so you can get to the core of what your patient is trying to achieve * What steps you can take to start building out your sales and communication process * How to put your talent ahead of your passion * Good questions to ask prospective patients in a functional medicine practice to build trust

Selling in the Functional Medicine Field A good sales strategy is just as important as the services you provide. It is the key to building a seven-figure functional medicine practice where you can help tens of thousands of chronically ill patients return to health. We didn’t have a solid strategy at first, but we sought out expert advice from people who had mastery in areas we did not—that has been critical to our success since day one. We brought Bryan Flanagan on the show to give us a deeper look into the sales tactics and techniques that generate tons of revenue for FM practitioners across the globe. In this episode, Bryan teaches us how to excel at sales, even if it doesn’t come naturally. He walks us through different tactics that will bring more value to prospects and patients so we can grow our practices.

Everyone Has to Sell Bryan Flanagan is one of the top sales trainers in the United States, and he has helped professionals level up their game for nearly fifty years. He understands that sales is not intuitive for many people, especially in a functional medicine practice. But whether you want to be a professional salesperson or not, you still have to be a professional who can sell! Sales teams are not entire organizations, but entire organizations are sales teams because there is not one person who can’t cost that company a sale. In the professional services industry, we often devalue that, ignoring the dire necessity to market ourselves and influence people.

Functionality vs. Value It takes great skill to run a functional medicine practice, but different patients have completely different needs. Just because you are conveying the skill and functionality of what you do does not mean you are conveying the value of what you do—that is where many FM providers miss the mark. We don’t have to like everything about selling to be outrageously successful at it, and we don’t even have to be naturally good at it. As long as you are willing and able to learn the right techniques, you can bring more value to your clients and teach others in your organization how to do the same. It will help you align what your functional medicine practice offers with what your patients want, and that is a foolproof recipe for growth.

About Bryan Flanagan Bryan Flanagan has lived a great life. It continues to be an unbelievable journey.

He was lucky to have been born in Baton Rouge, Louisiana. What a great environment to be raised. Loving parents. Solid family with an older brother and sister who supported him in all endeavors. Playing basketball at LSU. Went on to work with IBM. Invested 32 years with Zig Ziglar.

And best of all, Bryan married his bucket list. They were actually married on Friday, 13. Luckiest guy in the world. Cyndi is everything to him and his two children. Bryan’s family is all that he ever imagined and certainly more than he deserves.

And, he was lucky enough to become a salesman. How that happened, well, you’ll have to attend his training programs to find out. But, it was a great journey. Bryan, like many of you, is an ‘accidental salesperson.’ He had a tough time learning to sell. That didn’t mean he didn’t sell a lot: he did sell a lot. He sold his furniture, he sold his car…However, he’s glad he went through that challenging journey. Why? Because he has a better understanding of how to help salespeople who really want to succeed in sales but have yet to get it all together. That is the value Bryan’s clients find beneficial. He understands the tactical side of effective selling.

The same is true about learning to become an effective speaker. Prior to investing in improving my presentation skills, Bryan couldn’t lead a group in silent prayer! He had to learn to master the skills so that he now actually enjoys delivering his presentations. He is confident he can help you do the same.

Join them in their workshops and seminars. You’ll learn a few things, meet great people, and (this he guarantees) you’ll enjoy yourself.

How to Connect with Bryan Flanagan: * Website: https://www.flanagantraining.com/ * LinkedIn: + https://www.linkedin.com/in/bryanflanaganjr/ + https://www.linkedin.com/company/flanagan-training-group-llc/ * Facebook: https://www.facebook.com/flanagantraining/ * Twitter: @FlanaganTG

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Functional Medicine Education: What You Will Learn: * Who the average functional medicine avatar is and how they make up 80% of your audience * Why today’s technology has created a powerful and unprecedented way to share your message * Why the secret to niching down is to focus on what you feel passionate about * Why undercharging for your services isn’t just harmful to your practice but to your patients * How to pick the right niche, and why structuring your pricing correctly is vital * Why it is important to remember how much you have invested in your functional medicine education to get to where you are now * Why creating perceived value by charging correctly for your services is necessary

CE and Professional Development in Functional Medicine Are you pricing your services correctly? Do you charge for the real value of your functional medicine education, or are you undercharging? Dr. Peter Osborne is the director of Origins Health Care in Sugar Land, Texas. He is a Doctor of pastoral science and a Board Certified Clinical Nutritionist, and he joins us on the FM Shift podcast to explain why believing in yourself and charging what you’re worth isn’t just good for your practice but good for your patients as well.

Charging What You’re Worth Have you ever stopped to consider the amount of money you invested into your functional medicine education, both while you were in medical school and in all the ways you’ve continued to build upon your functional medicine education since? If you were to add up all the times you’ve spent money to further your own education and knowledge of functional medicine over the years, are you really charging what you’re worth? Many of us struggle to value ourselves correctly, but charging too little can leave you scrambling for more patients to make up the difference, and then you fall into the trap of working harder than you have to for less than you deserve.

Good for You and Good for Your Patients Valuing your functional medicine education isn’t just the right thing to do for your practice, it’s also important for getting your patients to comply. As Dr. Osborne explained, you have to create perceived value and get buy-in from your patients so that they will comply. Free advice is easy to shrug off, but if they’re paying a premium for your expertise then they’re going to be more invested in taking their healthcare seriously. Pricing your services, your supplements, and your products correctly against other local practices and retail prices is key; if you charge too little, then you’re creating the perception that your products aren’t as high-quality.

About Dr. Peter Osborne Dr. Peter Osborne is the director of Origins Health Care in Sugar Land, Texas. He is a Doctor of pastoral science, and a Board Certified Clinical Nutritionist.

Often referred to as “The Gluten-Free Warrior”, he is one of the most sought after alternative and nutritional experts in the world. His practice is centered on helping nutritionally support those with painful chronic degenerative and autoimmune problems using natural methods. He is one of the world’s leading authorities on gluten sensitivity, and lectures nationally to both the public as well as doctors on this and many other nutritionally related topics. He is the founder of Gluten Free Society, the author of The Gluten-Free Health Solution and The Glutenology Health Matrix, a series of digital videos and ebooks designed to help educate the world about gluten. In addition, he is the author of the best selling book, No Grain No Pain, published by Touchstone (Simon & Schuster).

Dr. Osborne has served as the executive director and the vice president for the American Clinical Board of Nutrition. He is on the advisory board for Functional Medicine University.

How to Connect with Dr. Peter Osborne: * Website: https://drpeterosborne.com/ * LinkedIn: www.linkedin.com/in/peter-osborne-63aaa911/ * Facebook: www.facebook.com/DoctorPeterOsborne/ * Twitter: @Glutenology

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Functional Medicine Practice: What You Will Learn: * Patient financing tools that most FM practitioners don’t even know exist * Systems you can put in place to increase revenue while helping more patients * Toni’s approach to working with multiple lending sources * How Toni interacts with her clients from a customer service perspective * Common reasons financing is not approved and how to avoid them * How EPF works with practitioners and their staff to make the implementation and use of new financing tools headache-free * How to build and maintain a good relationship with your lenders * Toni’s perspective on how doctors can use financing tools to help their patients

Increase Your Revenue and Help More Patients If you operate your functional medicine practice with a cash model, you need an easy, seamless way for patients to pay for your services. In this episode of The FM Shift, I interview our secret weapon for financing in the functional medicine industry, Toni Vienna. Toni is the founder, owner, and director of Enhanced Patient Finance, and she joins us to talk about patient financing tools that most FM practitioners don’t even know exist. We also talk about the systems that have helped us 5X our revenue while serving more patients simultaneously.

The Future of Financing in Functional Medicine When Americans purchase big-ticket items, the overwhelming majority opts to chip away at the balance with a monthly payment plan. Because of this trend, the patient financing tool is a critical aspect of the functional medicine industry for patients and practitioners alike. But many doctors shy away from it because they don’t understand it, they don’t have the right partners, or they simply don’t have the right systems in place to support it. Toni’s firm works with eight different lending sources that provide patients and practitioners more financial flexibility so they can find a way to work together. This is organized in a computer interface that enables you to sort lenders by filters and submit applications with ease.

Financing Options for Every Scenario Functional medicine providers offer high-value services which are typically reflected by the cost of services. But many doctors have a tendency to charge patients based on what they think is realistic for them to pay upfront or on a monthly basis. Enhanced Patient Finance’s platform will open a line of credit for as little as $500, and on the extended payment plan, it goes all the way up to $60,000. With a variety of interest rate programs, there is a wide array of combinations that make it easy to work with new patients while increasing your revenue.

Photo by Michael Longmire on Unsplash

About Toni Vienna Toni Vienna prides herself on having a thorough understanding of the competition and market needs thanks to more than three decades of industry experience. She started as the 1st trainer for the competition and also has a background in medical office management. Toni, along with her best-in-class business strategists, has made it her mission to get patients the most excellent care with the best possible terms, thereby keeping medical practices thriving and successful.

How to Connect with Toni Vienna: * EPF Enrollment: https://www.enhancepatientfinance.com/Enroll?accessCode=8 * Website: https://web.enhancepatientfinance.com/ * LinkedIn: https://www.linkedin.com/in/toni-vienna-674b8313/ * Facebook: https://www.facebook.com/EnhancePatientFinancing/

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Welcome to The FM Shift podcast. I’m one of your hosts Dr. Brandon David Credeur and I’m super excited to share today’s episode with you.

Heather and I were recently interviewed by Stephen Woessner on his podcast, Onward Nation, which is a top-rated business podcast.

He asked really probing questions that pulled out great content that you can use to have more fun, be more successful, and make the impact you’re looking to make in your FM practice.

We talk about our early challenges, how we overcame those challenges, and more importantly used them as a springboard to polish our business model.

We also talk about the realization we had early on that we had to be more than clinicians to build the practice of our dreams, have the lifestyle we wanted, and make the impact in the patient community we know we needed to make.

And finally, we dug deep to pull out several key lessons we learned along the way that helped us get to the very top of the FM profession.

I think you will love the content and get a lot out of it.

So without further ado here is Heather and I being interviewed on the Onward Nation podcast

In this unique episode of the FM Shift podcast, Brandon and Heather are interviewed by Stephen Woessner, host of the Onward Nation podcast and CEO of Predictive ROI, to discuss how they initially discovered Functional Medicine and why they chose to make it the focus of their work.

What you’ll learn about in this episode: * How Brandon and Heather discovered Functional Medicine and why it became the focus of their practice * What early challenges they faced and how their business model changed * Why learning business leadership was a vital new skill they had to develop * Why mentoring with others was a necessary step in the growth of their practice * Why following their passion for Functional Medicine led to tremendous business growth * How Brandon and Heather became coaches for other doctors through the FM Shift platform * What key lessons Brandon and Heather have learned on their journey

Resources: * Website: https://predictiveroi.com/ * LinkedIn: + www.linkedin.com/in/stephenwoessner/ + www.linkedin.com/company/predictive-roi/ * Facebook: www.facebook.com/PredictiveROI/ * Twitter: @stephenwoessner

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Dan Kellams is an acupuncturist, a functional medicine provider, and a coach, consultant, and mentor. He is also one of the leading experts in our field on hormones and infertility, a problem that affects around 17-25% of the female population.

In this episode of The FM Shift, Dan joins us to address this issue and shed some light on the different ways functional medicine can play a role in treating infertility. He talks about the different diagnostic and testing methods he uses with his patients, and he explains how to approach atypical infertility cases as well.

What you’ll learn about in this episode: * The different causes of infertility in the female population * What diagnostic steps Dan uses to assess his infertility patients * Hormones in blood vs. hormones in saliva * The different types of tests Dan runs as a standard for chronically ill patients * What symptoms are typically correlated with each infertility case * How Dan approaches atypical infertility cases clinically * How to deal with the emotions and energy caused by infertility

Resources: * Website: https://peak-vitality.net/ * LinkedIn: + https://www.linkedin.com/company/peak-vitality-llc./ + https://www.linkedin.com/in/dan-k-34754511/ * Facebook: https://www.facebook.com/pkvitality/ * Twitter: @Peak_Vitality

About: Dan Kellams grew up in southern Indiana, where he attended Indiana University, and he later transferred to the University of Louisville in Louisville Kentucky for sports sciences.

Dan went on to attend the acclaimed American College of Acupuncture and Oriental Medicine (ACAOM) where he received his training and studies in acupuncture, herbology, Tai Chi, Tui-Na (oriental massage), and Qi-Gong. Dan earned his Master’s Degree in Acupuncture and Oriental Medicine in 2009. He completed his clinical internship at the prestigious Methodist Hospital in the Houston Medical Center where his passion for advanced integrative therapies grew. Dan has gone on and has nearly completed his doctorate in Integrative Medicine.

Dan has been heavily involved in integrative, functional, and restorative medicine for over a decade. He enjoys both being a clinician, an avid researcher, and an educator in integrative therapies as well as proponent of whole-body treatment strategies that focus on the central idea that “the power that made the body has the power to heal the body.” Aside from being the Wellness Coordinator at Peak Vitality in Denver Colorado, Dan also travels the country to consult, educate, and coach other clinicians on auto-immunity, chronic illness, and difficult health cases.

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Recently, we have been working on a new content series called Recession-Proofing Your Functional Medicine Practice. It delves into the fundamental steps you can take to strengthen your business model and move from ‘survive’ to ‘thrive’—even in volatile economic conditions.

Dr. Heather Stone and I built a healthy $7.5M practice during the great recession of 2008. The lessons we took away from that experience formed the principles and pillars of Recession-Proofing Your Functional Medicine Practice. They are extremely relevant to what many functional medicine practitioners are facing today. And in this episode of The FM Shift, we walk through some examples of how they can be used.

What you’ll learn about in this episode: * The principles that enabled us to build a successful practice during the great recession * How to harness the power of problem-solving as a functional medicine practitioner * Why you need to take emotion out of the equation when you are working towards any kind of solution * How to overcome any deterrent to solving a problem * Why we tend to use obstacles as excuses for where we are * How to set your goal, create a plan, build a team, and execute * What you can do to help your team reach its full potential * How to approach resistance from your staff when you are adapting, pivoting, or trying to grow your practice

Resources: * FM Sales Masters * Website: https://thefmshift.com/

About: Drs. Brandon and Heather Credeur are two of the most successful Functional Medicine practitioners and entrepreneurs in history. Their passion, entrepreneurial acumen, and good ole fashion southern work ethic allowed them to build one the largest, if not the largest, single office cash practice in the history of Functional Medicine.

More importantly, their business success allowed them to be able to help tens of thousands of chronically ill patients return to health and escape a broken and destructive healthcare system. The Credeurs are steadfast proponents of functional medicine and getting to the root cause of disease. They are fierce advocates for this model of healthcare in their day-to-day actions and efforts, and they have been healthcare warriors at the regulatory, legislative and legal levels.

Through their coaching, consulting, and mentorship their expertise and wisdom have also been used to train hundreds of FM providers in what they call The FM Success Formula. Drs. Brandon and Heather Credeur believe that Functional Medicine should be Fun, Successful, and most of all Impactful.

There are many things that even the most clinically skilled practitioners will not know when they decide to start a practice. So, it is critical to learn from the successes and failures of doctors who have already traveled the same path. In the latest episode of the FM Shift, Drs. Brandon and Heather Credeur walk us through their journey to create an immensely successful functional medicine practice.

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Dr. Sean McCaffrey is a chiropractic specialist and a functional medicine provider based out of Springfield, Illinois. He owns and operates the McCaffrey health center, which is the culmination of generations of passion for functional medicine and the drive to make a difference in people’s lives.

Dr. McCaffrey built his entire career on the notion that stress is the cause of all diseases, and in this episode of The FM Shift, he shares his journey with us. He explains how he built and scaled his practice outside of the industry standard in medicine.

What you’ll learn about in this episode: * Dr. McCaffrey’s journey into functional medicine * How Dr. McCaffrey built and scaled his practice * Why Dr. McCaffrey believes stress is the cause of all diseases * How Dr. McCaffrey applies the triad of health in his practice * How Dr. McCaffrey broke out of the industry-standard model for functional medicine * What makes Dr.McCaffrey different from other practitioners in his office * The business/financial side of Dr. McCaffrey’s business * How Dr. McCaffrey uses urine analysis to treat his patients * How Dr. McCaffrey has approached COVID with his patients and staff, and how it has affected his practice

Resources: * Website: https://www.mccaffreyhealth.com/ * House Call Podcast: https://www.mccaffreyhealth.com/podcast-house-call/ * TV Wellness Wednesday: https://www.mccaffreyhealth.com/wellness-wednesday/ * Facebook: https://www.facebook.com/McCaffreyHealthCenter/

About: Dr. Sean McCaffrey is a leading integrative health and wellness professional who is passionate about changing people’s lives through common sense healthcare. Dr. Sean’s approach to staying healthy is to treat the stress that causes disease over time.

Dr. Sean helps his clients restore normal body function through his proprietary McCaffrey method, an integrative healthcare system that reclaims lives through a customized blend of cutting-edge analytical and diagnostic technologies, chiropractic adjustments, natural treatment methods, and nutrition/digestion.

He holds a Post-Doctoral License in Digestive Health and Internal Health, as well as a Doctorate of Chiropractic degree. He has mastered multiple fields of alternative medicine, including a dozen styles of acupuncture, indigenous medicine, and vibrational medicine.

Dr. Sean’s works have been published in a variety of medical journals and he has been a key-note speaker and lecturer at over 100 venues throughout the country. Dr. Sean has been featured in multiple media outlets, including Everyday Health, Reader’s Digest, and New York Magazine’s ‘The Strategist’. He is also the host of the weekly radio show ‘House Call with Dr. Sean McCaffrey’ airing Saturdays at 8 am Central on 1450 AM WFMB.

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Sean Callagy is a leading expert in sales, human influence, and interpersonal communication; three areas where functional medicine providers struggle the most.

Sean is the founding member of Callagy Law and the co-founder of UNBLINDED, a sales mastery company that thrives on integrity. And in this episode of The FM Shift, Sean joins us to talk about his sales methodology so we can apply the same techniques in our own practices.

What you’ll learn about in this episode: * Sean’s take on the COVID-crisis and its impact on functional medicine practices * What business owners can generally control and influence right now * How to achieve exponential growth by networking with people who have similar business ecosystems * How to use creativity to grow your practice, even when circumstances are pushing you into survival mode. * How to mental roadblocks like “disability patients don’t have money” * The recipe Sean has created to get prospects from “hello” to “yes” * How to achieve mastery of listening and communication so you can increase sales at your practice

Resources: * Website: + https://unblindedmastery.com/ + https://callagylaw.com/ * LinkedIn: + https://www.linkedin.com/in/seancallagy/ + https://www.linkedin.com/company/unblinded/ + https://www.linkedin.com/company/callagy-law/ * Facebook: + https://www.facebook.com/unblindedmastery/ + https://www.facebook.com/SeanCallagyLaw/ * Twitter: + @SeanRCallagy + @CallagyLaw

About: Sean Callagy is the Founder and President of the 100 Plus Team of Callagy Law, which is now in 4 states. He is one of only 2 attorneys in America to have Two Top 100 National Jury Verdicts between 2014-2016. Sean is the leader of a medical revenue recovery team that has recovered over 50 million dollars in 2017 and more than 300 million dollars for healthcare providers in unpaid and underpaid claims from insurance carriers.

Sean Callagy can’t stand lawyers. It’s why he built Callagy Law with the ultimate mission to “fundamentally change the way people feel about lawyers, one client at a time.” After attending Columbia University and graduating from Seton Hall Law School in 1996 with cum laude honors, he soon realized that he could only reach his maximum potential by owning his own law firm, so he created Callagy Law in 1999, following a career in one of New Jersey’s top law firms. Within three years his firm became a multi-million dollar success story. Sean’s law practice not only achieved dramatic growth in size but has recovered $100’s of millions of dollars for his clients.

Sean is also the founder and leader of the Callagy Results Formula. He has been studying the science of producing results since he was introduced to a peak performance sports psychologist at 16, which led him to become Captain of Columbia University’s baseball team, a national level success in moot court at Seton Hall’s very prestigious Moot Court team, being recruited to every major law firm out of law school, founding his own law firm in his 20’s, creating top national jury verdicts where no one thought justice was possible, and building and creating tremendous attorneys and leaders through his teaching, training, and coaching, which he also has run a successful business in outside of Callagy Law.

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Running your own functional medicine practice is hard, no two ways about it. And sometimes it is easy to let things slide as “good enough” when we have so many pressing needs grasping for our attention. Unfortunately, that mentality can also keep your practice from growing, or worse, send it in to a decline. This can be especially true for our mindsets and communication.

Michael Bernoff is a coach, a mentor, and an unrivaled expert on human influence and interpersonal communication. He joins us again for another episode of the FM Shift podcast to talk about his new book, Average Sucks. Heather and I are knee-deep in this book right now, and it is chock full of actionable, implementable information that helps entrepreneurs get in touch with who they really are. If you are feeling stuck, or you just want to take your career to a new level, Michael Bernoff brings tons of value to the table yet again. This time, as an author too.

What you’ll learn about in this episode: * How Michael reframed the meaning of the term “average sucks” * Michael’s experience with the book-writing process * How to use your own personal narrative as a change agent * The importance of the communication you have with yourself * How to understand the box that you’re in, and how to escape it * How to improve your communication with friends, family, and the people around you * Why the fear of failure and the fear of success is a bunch of b/s * Two ways to get out of your average * How the “participation trophy” culture influences our society today

Resources: * NEW BOOK: Average Sucks * Website: https://michaelbernoff.com/ * LinkedIn: + https://www.linkedin.com/in/michael-bernoff-ba5a3a4b/ + https://www.linkedin.com/company/human-communications-institute/ * Facebook: https://www.facebook.com/MichaelBernoffFanPage * Twitter: @michaelbernoff

About: Michael is the President and Founder of the Human Communications Institute, a leader in the personal and professional development industry. He works directly with individuals as well as corporate executives who desire to transform their corporate culture in an ever changing marketplace. His passion for his work is limitless and his dedication to positively impacting the world by empowering every individual is uncompromising.

Average Sucks: Why You Don't Get What You Want (And What to Do About It)

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Regan Archibald is both an amazing clinician and an exceptional entrepreneur. He is the founder of East-West Health, which has five locations. And he is the founder of Go Wellness, a training and educational program for some of the most transformative doctors in the healthcare field. In this episode of The FM Shift, Regan Archibald explains the foundational elements you have to have in place to operate multiple successful clinics. He walks us through various sales and marketing strategies that will enable you to achieve growth and scale in the functional medicine field.

What you’ll learn about in this episode: * How Regan achieved such great success as an acupuncturist * The concept of “self-multiplying clinics” * The foundational elements you have to have in place to scale multiple clinics * Regan’s advice for recruiting and building an exceptional team * The biggest challenges Regan has faced in scaling his business, and how he overcame them * How Regan helps other functional medicine providers do well with their businesses * The most common roadblocks to practice growth in functional medicine * How marketing ties into the sales process in functional medicine * Regan’s unique take on doing a report of findings * How to select the right patients for your practice

Resources: * Website: https://gowellness.com/ * LinkedIn: + https://www.linkedin.com/in/regan-archibald-lac-cssac-ab70b813/ + https://www.linkedin.com/company/go-wellness/ * Facebook: https://www.facebook.com/gowellness28/ * Twitter: @ReganArchibald * Book Recommendation: Pitch Anything: An Innovative Method for Presenting, Persuading, and Winning the Deal

About: Regan is the founder of Go Wellness which is a training and mentorship program for some of the most transformative Acupuncturists, Chiropractors, and Doctors in the healthcare field. He loves mentoring and coaching Healthcare Entrepreneurs.

Throughout his career, Regan has been a prolific writer, speaker, teacher, and instructor. He has inspired thousands of healthcare providers with his ideas about creating new healthcare for the future. He is the author of 6 books and has created 15 training programs to help practitioners transform their clinic results and revitalize their purpose.

Pitch Anything: An Innovative Method for Presenting, Persuading, and Winning the Deal

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Darin Kidd is an incredible entrepreneur, mentor, coach, and consultant. Through his success in the network marketing profession, Darin has been able to excel in every corner of every industry he sets foot in. From online businesses to profitable franchises, Darin has done it all. And in this episode of the FM Shift podcast, Darin joins us to share the refined principles of success that he has developed throughout his entrepreneurial journey.

What you’ll learn about in this episode: * Darin’s perspective on the global pandemic and its effect on functional medicine practices * Darin’s advice for people who fear the pandemic might run them out of business * How to “pandemic-proof” your business to lighten the burden of similar challenges in the future * The four types of knowledge that have shaped Darin’s life and business philosophy * How to act on new knowledge when you are in a place of fear * How to find and engage great mentors * How to ask yourself the ‘right’ questions

Resources: * Website: www.darinkidd.com * LinkedIn: + https://www.linkedin.com/in/darinkidd/ + https://www.linkedin.com/company/darin-kidd/ * Facebook: https://www.facebook.com/SucceedWithDarin/ * Twitter: @darinkidd * YouTube: https://www.youtube.com/user/darinkidd

About: Darin is an entrepreneur who has achieved success in various arenas. He was a top leader and Multiple Seven Figure Earner in the network marketing profession, building massive teams all over the world. While in the industry, he earned awards for recruiting, retention, and sales. He has owned profitable franchises, built online businesses with a digital brand, and created a vast following on social media. He has been featured in various magazines and books, along with being on an advisory council with John Maxwell. Currently, he is a talented speaker, trainer, and mentor for others.

Darin’s philosophy on life revolves around Faith, Family, and Finance. He enjoys spending time with his wife and five children when he is not focused on work. However, he was not always a successful businessman. Over twenty years ago, he was bankrupt and felt like a failure. He managed to emerge from that experience with a unique perspective and an “I Will Until” attitude on life.

The experiences of Darin’s life have made him an inspiring and relatable person. He genuinely wants to help people “be more, do more, and have more” in their life. He has mentored people with all kinds of backgrounds, including Students, Stay at Home Moms, Waiters, Doctors, Lawyers, and Engineers. Impacting others is his goal to be accomplished every day.

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Lockdowns will be lifted, and the crisis will die down, but we believe the impact of this pandemic will leave the patient marketplace permanently changed. In this episode of the FM Shift podcast, we talk about all-things-COVID as they relate to the functional medicine field. How is the pandemic affecting our practices now? How will it affect our practices moving forward? This saga will continue to shape the psychology of the patient population, and it will transform the way we do business from here on out.

What you’ll learn about in this episode: * The changes in functional medicine practices amidst the global pandemic * What we predict will occur in the functional medicine field once society begins to reopen * How the COVID-crisis has impacted FM practitioners from a business perspective * What we can do to prepare our practices for success in the future * How the global pandemic has transformed the psychology of the patient population and changed the way we do business * How to navigate the challenges of reopening/operating your practice in different political climates * How to deal with different patient predispositions based on the niches you serve * Why you should consider developing the virtual components of your business

Resources: * Our next live event! * FM Sales Masters * Website: https://thefmshift.com/

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Michael Bernoff is one of the world’s foremost experts on interpersonal communication, communication influence, and business development. As a mentor and coach in this space, Michael joins us on the FM Shift podcast to share his expertise. In the midst of a global pandemic, communication influence is a critical topic for FM practitioners to understand. In this episode, Michael explains how the global pandemic and the state of our society affects all things entrepreneurship. He teaches us how to step out of a place of fear so we can tap into our creativity as we pivot our practices and build something stronger than ever before.

What you’ll learn about in this episode: * How the global pandemic and the state of our society affects all things entrepreneurship * How to step out of a place of fear and get creative with your business model * How we can utilize emotions to control our language and, subsequently, the outcomes of our interactions * The telemedicine businesses that have been born out of adversity * How to communicate effectively using a virtual platform * How to approach selling without diminishing your credibility during these difficult times * How to grow your FM practice in a down market

Resources: * Website: https://michaelbernoff.com/ * LinkedIn: + https://www.linkedin.com/in/michael-bernoff-ba5a3a4b/ + https://www.linkedin.com/company/human-communications-institute/ * Facebook: https://www.facebook.com/MichaelBernoffFanPage * Twitter: @michaelbernoff

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Sandra Haseley is a keynote speaker for Tony Robbins and Dean Graziosi. She is a coach and a mentor who owns the highest-rated weight loss clinic in western New York. In this episode of The FM Shift, Sandra joins us to talk about the pivot FM practitioners are making in light of the global pandemic. She explains how to leverage online platforms to open new streams of revenue as clients are restricted to limited interactions with brick and mortar businesses.

What you’ll learn about in this episode: * How FM practitioners are pivoting in response to the global pandemic * What brick and mortar practices can do to increase online sales * How to communicate with your patients when visitation is limited * Why even doctors who aren’t tech-savvy can set up online profiles with ease * How to create video content that is concise and brings value to your audience * How to create messaging that preserves your integrity while generating leads

Resources: * Website to schedule a strategy session: https://sandrahaseley.as.me/schedule.php * LinkedIn: https://www.linkedin.com/in/sandrahaseley/ * Facebook: https://www.facebook.com/SANDRAHASELEYANDCO/ * Instagram: https://www.instagram.com/thesandrahaseleyco/

About: Sandra Haseley is a Canadian born American, former Division 1 softball pitcher and mother of 4 amazing children. She attended St. Bonaventure University where she received a degree in Finance and started her career life in Commercial Real Estate, followed by corporate coaching, and went on to create a professional organizing company, where she’s closed tens of millions of dollars in sales for various companies.

She later co-founded Buffalo, NY’s highest-rated all-natural weight loss program, Revolution Weight Loss, where she runs a team of health experts and transforms lives daily across the country.

She is now a full-time high ticket coach for driven women who are ready to achieve next-level impact and income in their service-based businesses and runs masterminds for other entrepreneurs worldwide.

Sandra has also been hand-selected by Tony Robbins and Dean Graziosi to travel across the United States as a keynote speaker for their Knowledge Broker Blueprint program and is currently leading training and coaching on their implementation labs for new entrepreneurs launching their businesses.

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Jennifer Jimenez’s mission is to empower people to create and live a life that they love living. She has been featured in publications like Self, Shape, Oxygen and Woman’s World, and on TV on Fox Business, NBC News and more. In addition, she’s shared the stage with thought leaders Marianne Williamson, Maya Angelou, Byron Katie, Bob Proctor, Wayne Dyer, Deepak Chopra, and others.

As the Chief Innovation Officer and Director of the Health & Well-Being Division at Brave Thinking Institute, she believes that people are far more powerful than any circumstance, any situation, or any condition. Even in the face of great challenges like those associated with the current global pandemic, there are steps we can take to live our best life now!

What you’ll learn about in this episode: * Jennifer’s role as Chief Innovation Officer and Director of the Health & Well-Being Division at Brave Thinking Institute * How to embrace our inner power to create and live a life that we love living * Jennifer’s perspective on the global pandemic as an individual and a success coach * How to transition from a scarcity mindset to an abundance mindset * How to approach patients who experience a negative charge when they see doctors treating their practice as a business

Resources: * Website: + www.bravethinkinginstitute.com + https://vibranthealthyliving.com/ * LinkedIn: + https://www.linkedin.com/in/jenniferjjimenez/ + https://www.linkedin.com/company/brave-thinking-institute/ * Facebook: + https://www.facebook.com/VibrantHealthyLivingGlobal + https://www.facebook.com/bravethinkinginstitute/ * Twitter: + @jenjoyjimenez + @BraveInstitute * Project Lighten Up FREE: https://www.vibranthealthyliving.com/freegift * COVID Acronym: + C – Cool Calm & Collected + O – Optimistic (it’s all for the highest and best good – long term) + V – Victorious (see yourself and the world victorious over this) + I – Be Informed – Use Your Intellect – and also access Infinite Intelligence. + D – REDUCE DRAMA – – Be Down to earth (stay grounded and remember what matters most) or if you’re really daring – Dare to Dance and bring a little joy into your day while you navigate these challenging times.

About: Jennifer Jimenez is Chief Innovation Officer and Director of the Health & Well-Being Division at Brave Thinking Institute, as well as a highly sought-after speaker, consultant, trainer, and coach.

Through her live events, workshops and cutting-edge Vibrant Healthy Woman Program, Jennifer has coached thousands worldwide to become more confident, healthy, joyful, abundant and full of life, so that they feel fully empowered to make the difference they are here to make in the world.

Jennifer has been featured in publications like Self, Shape, Oxygen and Woman’s World, and on TV on Fox Business, NBC News and more. In addition, she’s shared the stage with thought leaders Marianne Williamson, Maya Angelou, Byron Katie, Bob Proctor, Wayne Dyer, Deepak Chopra, and others.

She’s also the creator of the transformative movement modality TranscenDance™, helping people of all ages and backgrounds worldwide, move stuck energy, dance their dreams into reality, and truly thrive with joy and vitality in their body temple!

With more than two decades of expertise in authentic, heart-centered sales, Jennifer is also the co-founder of “Conversations That Close,” the 7-step System for the Successful Enrollment Conversation. She loves training and supporting purpose-driven, difference-makers to sell with greater ease and achieve extraordinary results! Over $100 million in sales can be attributed to this powerful, proven, heart-centered sales system.

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At this point, we are at a crossroads. The global lockdown has been extended, and we must ask ourselves if the fear we are being sold is proportionate to the problem. In this episode of The FM Shift, Lauren Skye, the owner, and director of Inner Connection Institute joins us to share her perspective on the COVID-crisis. She discusses the spiritual reality, the power of fear, and she explains how spirituality plays a role in the way we respond to a crisis.

What you’ll learn about in this episode: * Lauren’s perspective on the COVID-crisis and how we are dealing with it * What fear is and how we can deal with it in a healthier way * The benefits of acknowledging a spiritual reality * Why we are excited by panic and drawn to an end of the world scenario * What it means to be a being of energy * How to overcome the hurdle of acknowledging who we really are * How to maintain your spirituality, even in times of crisis * Tools and resources you can access to harness your spirituality

Resources: * Website: + Laurenskye.com + https://innerconnection.org/ * LinkedIn: + https://www.linkedin.com/in/lauren-skye-71551334/ + https://www.linkedin.com/company/inner-connection-institute/ * Facebook: https://www.facebook.com/InnerConnectionInstitute/ * Twitter: @ICIonline

About: Lauren is an intuitive reader, energetic healer, spiritual teacher, and non-denominational minister. She has been in practice since 1993 and is the founder and Director of the Inner Connection Institute (ICI). She is also a co-founder of the Church of Infinite Spirit (CIS), a non-profit spiritual sanctuary. ICI and CIS are dedicated to supporting people in experiencing themselves as spiritual beings, and to enjoy the empowerment that comes from that awareness.

Lauren’s work is all about empowering you to create the life you desire; the life that is a reflection of your true self and spirit, with your optimal capacity for health, prosperity, love, and joy. The two foundations of Lauren’s teaching are that we are spiritual beings having a human experience and that the energies we carry create our experience of life.

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In spite of all the chaos this global pandemic has raised, there is a huge opportunity to grow your functional medicine practice if you have the right strategy. This is a time where functional medicine providers can reach an audience that is uber focused on their health and stuck at home with almost nothing but content to consume. Dr. Matthew Loop, the world’s most renowned social media strategist, shares his expertise to help FM practitioners dominate the digital landscape and thrive during these trying times.

What you’ll learn about in this episode: * Dr. Loop’s perspective on the impact of the COVID-crisis on functional medicine * How to create valuable content that drives free traffic to your FM practice * Why your practice needs to become a calming voice of reason on social media * How to build trust with your audience through social media content * Content advertising vs. direct-response in functional medicine * The power of branding and how FM practices can harness it with social media * Why you should increase your ad spend and play the long game right now

Resources: * Website for application: http://profit365.org/ * FREE Download: http://dcincome.com/blog/authority * Book: Social Media Made Me Rich * LinkedIn: https://www.linkedin.com/in/matthewloop/ * Facebook: + https://www.facebook.com/MatthewJLoop/ + https://www.facebook.com/Profit365Agency/ * Twitter: @matthewloop

About: Dr. Matthew Loop is an author, Nasdaq speaker, philanthropist, investor, and the highest paid social media revenue strategist in North America. He helps business owners and entrepreneurs multiply their influence, impact, and income by harnessing the Internet. Since social media’s infancy in 2005, he’s consulted thousands of entrepreneurs in over 25 countries. Millions have viewed his marketing and business growth tutorials online.

He’s the founder of Profit365.org, which is an exclusive Facebook/Instagram advertising agency dedicated to the success of their clients. They help companies generate greater brand awareness, become more influential, acquire new customers, attract social engagement, and quickly grow monthly sales revenue. Highly customized ad campaigns are launched, optimized, and managed to ensure these objectives are met. The goal is to deploy systems that establish goodwill, build trust and achieve fame in the markets serviced.

Matthew is also a consumer advocate and the founder of DCincome, the world’s largest social media training company for doctors.

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When we are dealing with sick people, we have to understand that they are dealing with so much on their own. There is an immense amount of pain, frustration, and negative emotion tied to the struggles they are facing. As FM practitioners, we often get the spearhead of that negativity when it is released. But there are tools and strategies we can use to deal with it and keep our practices moving forward.

What you’ll learn about in this episode: * Strategies and tools for handling patient issues and the patients themselves within your practice * How to navigate the financial obstacles of providing care to a qualified patient * Why gathering objective data is essential to building trust in functional medicine * How to deal with the different dynamics of an upset patient * How to increase the value exchange and generate more buy-in from your clients * The benefits and drawbacks of an ‘accommodator’ communication style * Spiritual techniques to leave your negative emotions behind

Resources: * Our next live event! * FM Sales Masters * Website: https://thefmshift.com/

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When running a business, you always need to be concerned about value exchange. Successful businesses provide a lot of value for their price and businesses that sputter and fail don’t. It’s that simple. So how can you provide value in different ways? And how can you leverage your lifestyle, community, and your patient’s clinical experiences with you to add value without needlessly adding cost?

What you’ll learn about in this episode: * How to add value to your patient visits * How to overcome the feeling that you’re providing inadequate services for the price you’re charging * How ideas derived from public and societal discourse may prevent you from achieving higher levels of success * Why you need to align your lifestyle with the services and advice you provide * The disconnect between clinical experience and the value of your services * How you can leverage the success of your business to build the community around you * The benefits of working with spiritual mentors and coaches

Resources: * Our next live event! * FM Sales Masters * Website: https://thefmshift.com/

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Drs. Brandon and Heather Credeur are two of the most successful Functional Medicine practitioners and entrepreneurs in history. Their passion, entrepreneurial acumen, and good ole fashion southern work ethic allowed them to build one the largest, if not the largest, single office cash practice in the history of Functional Medicine.

Through their coaching, consulting, and mentorship their expertise and wisdom has also been used to train hundreds of FM providers in what they call The FM Success Formula. Drs. Brandon and Heather Credeur believe that Functional Medicine should be Fun, Successful, and most of all Impactful.

What you’ll learn about in this episode: * Drs. Brandon and Heather Credeur’s journey into functional medicine * Why you should stop waiting to achieve clinical excellence and start your practice * How to overcome the initial entrepreneurial struggles of practice ownership * The processes that helped Drs. Brandon and Heather Credeur thrive in sales and marketing * The common pitfalls and failures you may encounter in starting your practice, and how to overcome them * Why getting out-of-balance in one area of your practice can actually help you move forward * How to build the structure, mission, and values of your practice

Resources: * Our next live event! * Website: https://thefmshift.com/

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The FM Shift: Recent Episodes

Brandon Credeur & Heather Credeur