ABOUT THIS EPISODE
Join Will Humphreys on this insightful episode of the Will Power Podcast with special guest Bob Herrmann, a pediatric therapy practice owner. Bob's journey from a childhood entrepreneurial spirit to co-founding a thriving pediatric therapy business with his wife, Lisa, is a masterclass in purpose-driven leadership.
Bob shares the defining moments of his career, including the Great Recession's impact on his business and the pivotal decision to focus on a single venture. Discover how he and his wife harnessed their complementary strengths, her clinical expertise and his business acumen, to build Team For Kids.
Learn why Bob believes in a "people-first" business model, where investing in your team and fostering their growth creates a powerful, self-sustaining culture. He reveals the incredible story of Kayla, who rose from a part-time therapy aide to the Operations Director, showcasing the magic of delegation and trust.
This episode is packed with actionable insights for entrepreneurs and leaders looking to scale their businesses without sacrificing their freedom. Bob discusses:
- Pivotal mindset shifts: Embracing the idea that your best ideas may not always be your own and the importance of humility.
- The power of a "people-first" culture: Why focusing on your team as your primary customer leads to better patient outcomes and financial success.
- Technology for liberation: How AI tools like ChatGPT, Trainual, and Raintree have automated processes, saved hundreds of hours, and created an "easy button" for his team.
- Balancing work and life: Bob shares his personal story of rediscovering golf with his sons and the value of intentional family time.
- The future of business: His perspective on the synergy between AI and virtual assistants (VAs) and why he sees them as "power tools" that enhance, not replace, human potential.
Bob's story is a powerful reminder that true freedom isn't about avoiding work, but about creating the space to do what you love. Don't miss this episode!
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SHOW NOTES 🔗
TRANSCRIPT 🔗
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Welcome back to the podcast.
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Today's guest is living proof that when you grow up in Arizona with a Jersey attitude, an 11-year-old hustle can lead to something amazing.
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Meet Bob Herman.
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He's a CEO and that stands for Chief Energy Officer of Team 4 Kids Pediatric Therapy.
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Bob's entrepreneurial fire was lit by a baseball coach and he's been swinging for the fences ever since.
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Alongside his wife, Lisa, he built a practice that now spans across Arizona, serving thousands of children in Arizona's West Valley.
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And, while his business is booming, his favorite part Watching kids laugh and play in the clinic, because therapy should feel like recess with results.
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So, from mindset to mission, Bob's story is all about the power of smart adjustments, the ones that most people ignore, the same ones that lead to big wins.
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So grab your glove and get ready.
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This episode is going to be a great one.
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Well, Bob, thank you so much for being on Willpower.
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I am so excited about our episode today.
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So tell the audience a little bit about yourself and your business and really the passion behind it.
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Yeah, thanks, will.
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I'm excited to be here as well.
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My wife and I, lisa or sorry, my wife, lisa and I we started a uh about 22 years ago.
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I've always had an entrepreneurial spirit.
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Actually, that goes back to when I was little and I was on an all-star team and I remember sitting there with the player.
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His dad was the coach and I asked his dad.
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I said you know well, how is.
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How is your dad out here in the middle of the day coaching baseball?
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Yeah, and he goes oh, my dad's a business owner.
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I really didn't think of it.
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And then he had a party at his house.
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And now this is growing up in Jersey.
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So the guy is out there during the day coaching kids in baseball.
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We get to his house and back in the eighties in Jersey, if you had a swimming pool, that was pretty cool.
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But this guy, his pool wasn't above ground, it was in the ground.
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Oh, wow, and he drove a Trans Am.
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So here, I am.
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I'm an 11-year-old, I'm living in Jersey and this guy is my new baseball coach and all I remembered was he owned a business.
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So I always had that entrepreneurial spirit growing up, and so when Lisa graduated from grad school, we sat down.
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I've always been a very risk-adverse I'm sorry risk-tolerant.
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I was going to say you seem like a very tolerant risk, yeah risk-tolerant.
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She's always been risk adverse and I said, hey, let's start a home health company.
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She was working in the schools full time doing home health part time and she's like you're crazy, I'm not doing it.
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And finally I said, hey, I've got my business doing investments and you know, and finance and insurance.
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And and she said I, she didn't want to do it.
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I finally talked to her and I said just start the business, I'll help you.
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So I helped her and about a few years went by.
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We decided, okay, now we both own businesses, let's start a family.
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You know, it's a great thing to do.
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So we said okay, let's add a new home business to the two businesses.
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Yeah, another home business.
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And so I realized at the time that, working in investments, I always told people that if your goal is to retire in life, you want to travel down that road together.
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Yeah, if you're married.
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We were married.
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One team, one dream.
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And I realized that here we were, in two different vehicles.
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I had my business, she had her business, we're starting a family.
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And I sat there and said, okay, since she was a little girl, she wanted to be an occupational therapist.
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I didn't want to take that away from her, but I said we need to focus our efforts on one business.
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So I put my investment stuff on the side, on the back burner.
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I kept my licenses active for a few years, but then we really dived into.
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Okay, here we have this pediatric home health business.
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Let's identify what our strengths and weaknesses are and let's go after it together.
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And we did that.
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I focused on the back end, I became a master at the scheduling and the billing side and she focused on the front side of the patient care.
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And once we put our heads together and focused on and I feel like this works in business and in a marriage we've never looked at each other's weaknesses and put each other down.
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We've looked at each other's weaknesses and used our strengths to support them.
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Interesting perspective, because that's a dramatic difference If you have any relationship and you're working as a team whether it's a home team or it's a work team understanding that, like, I've got things to contribute, but they do, and that we want them to be alternate.
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We don't want to have the same strengths.
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It doesn't really help each other in that regard.
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Remember, freedom isn't just possible.
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It's kind of the point.
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If this episode helped you laugh, learn or at least cancel one meeting, go ahead and hit subscribe, share it with your overworked friend and leave a review.
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I read every single one, usually while avoiding emails.
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Want more behind the scenes stuff, then hit us up on the socials.
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Now go delegate something and take a nap.
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You've earned it.
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We took each other's strengths.
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Like I being a scatterbrain, she's misorganized.
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She's never once come to me and say you're scattered, what's wrong with you?
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She just helps me with that and this, and so, being able to do that, we started the home health business to continue to grow.
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Uh, but then the great recession hit and this is like 2007 ish yeah.
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Our, our, our, um, our income dropped by about 75% over 90 days.
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Wow, Because all of our eggs were in one basket with this home health company as one single payer in the state, and so we started identifying.
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Okay, at that time, now our youngest son was just born and we, so we started to look ahead and I said, okay, once he gets to kindergarten, we need to do something different.
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Yes, and so that's when we started looking.
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We lived out in the West Valley, started looking at different options.
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I said, ok, let's actually open up a brick and mortar pediatric therapy practice.
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There really wasn't anything in the West Valley area, and so, in 2013, we opened up Team for Kids.
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I didn't realize you'd only opened up in 2013.
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Yeah, amazing, yep.
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And you know we never had the goal to set out.
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Today we have seven locations.
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We see 13,000 kids a month and it was never our goal to be the biggest privately owned you know pediatric clinic in Arizona.
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It was never our goal to have seven locations.
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Like, if you had told me back in 2013, bob, you're going to have seven locations and see 13,000 kids a month, I would have told you you were crazy and there's no stinking way I'm going to do that.
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It didn't sound fun back then.
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It didn't sound fun, because when your business is small and you're starting out and you're putting in 60 to 80 hours a week and you're grinding the thought of doing that times seven just isn't possible.
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But people don't realize that as you grow a business the right way, your freedom, independence, compounds and grows with it.
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That's a great point because, bob, as we, as we look at growth, freedom is about having the space to do what we love.
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And in the book, buy back your time, uh, Dan Martell talks about how he helps people get free who are just drowning in their businesses.
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And once in a while he'll talk to an owner.
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I'm like he's like, what did you do today?
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He's like, dude, I just I surfed all morning.
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I've got no plans this week.
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And he's like, well, no, you, you missed the point.
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Like the point of having freedom is to fill it with what you love doing.
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And that's what you were saying is that you were able to find a love for growing to seven locations in that like progressive kind of way, because when you were doing what you were doing at one location, that wouldn't have been freedom, that would have been hell it was.
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We were.
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You know, lisa was treating literally open to close five days a week.
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Yeah.
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And you know.
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But through all that, as much as we worked, we still had time for our boys.
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You know we both coached them in baseball and football the PTO president at their school when they were in kindergarten and third grade Right.
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And that was during starting the business.
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So you know, we always made sure that we worked hard and played harder, sure, and I think that one of her greatest strengths is her time management and ability to stay focused to tasks.
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That I used to fight it Like I would.
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I would always.
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You know, I don't want some thumb over me, I'm a business owner, I'm Mr Wild and free, but then I realized I embraced her strength of having that that focused, of being able to have a schedule and task oriented is what made us successful and to this day, you know, without her none of this ever would have happened.
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There's so many episodes that we could do.
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Bob Cause, one of the things I've appreciated about your business is the culture that you've built, the team I've gotten to know your team.
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They're just phenomenal people.
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Kim, jessica, like all these amazing people, your boys are phenomenal.
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I just I think it's and you've got so many other projects that you're doing it's not like you're doing just one thing, but you still have time to travel.
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You still have time to coach your boys, you know, or help them build a masonry fireplace, like you did recently.
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Like there's this balance that you have that I think everyone's kind of looking for when they're listening to this podcast, for the most part because they're in this stage of like.
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They think of freedom as binary I've got all.
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I can't breathe at all, or I've got so much time I don't know what to do with.
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You're a proponent of creating space and then filling it with things that you love and growing it, and so I think part of the magic of your company is the fact that you and your wife are so complimentary that you have that ability, cause I think where a lot of people get stuck who are listening to this is that they're alone.
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You had your wife as a clinician and you were the business end of it initially and now you're both a lot of things, but but that's pretty powerful stuff for you.
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So let me ask um, what for you?
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What's the passion behind it?
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What's what drives you personally around this?
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Drives me is watching the people around us grow.
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The team, the team which is where your culture comes in.
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When I, whenever I around us grow the team the team which is where your culture comes in Whenever I come across a practice owner and they say I don't want to grow my business, I always have like a weird look and they're like, well, I don't want to, I don't need a big team.
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And I always tell them I go, if you don't want to grow your practice, you're being selfish.
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You've already gotten what you want and that's why they struggle with retention and they struggle with cultures, because they're trying to maintain and keep what they have.
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When you look at, you know our practice.
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Uh, eight years ago we had a.
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We had a girl come to us, a college student.
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Her name was kayla and she gave us a proposal on why we should hire her as a part-time therapy aid.
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She was going to school to be a teacher and we had contemplated having a therapy aid in pediatrics.
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You know it's it's a little different.
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You know, when you have a tech aid, you know for billing and stuff, there's no revenue, Right.
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And so I was so compelled by her presentation and her letter and saying why we should hire her part-time.
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I looked at Lisa and I said we need to hire this person and Lisa's like what are we going to do?
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I go everything.
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She said, let's try it.
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Well, Kayla came on board, worked with us as a part-time therapy aid, going to school to become a teacher A few months later, said you know what?
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I don't think I want to be a teacher anymore, I want to switch to the admin.
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So we moved her into a PCC.
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Then she became a receptionist, Then she became our admin location lead as our team started to grow.
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And then from admin location lead we opened up a second location.
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Now she became our admin department lead.
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She oversaw every single department.
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We grew to three, four locations and then we moved her into the role of.
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I realized that as we grew I had to keep, you know, delegating.
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That's one of the biggest struggles of business owners.
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They don't delegate.
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No, that's the key to freedom is delegate.
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You know, delegation education.
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You have to delegate and trust, and so then, she moved into the role of our executive assistant, and it was you talk about giving us freedom, like having someone that we trust to help with the day-to-day operations of the business.
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And your lives.
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Yes, executive assistants is very personal, honestly at the beginning she was an executive and personal assistant, like she was running errands for us.
00:11:00.942 --> 00:11:01.582
Now we have both.
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We have an executive and a personal assistant.
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So Kayla became our executive assistant and I realized after every year, in December at least, when I sit down and we make our goals for the next year, we look at our organization, our board and say, okay, what's going on in our company, what do we need to improve, what do we need to adjust?
00:11:17.623 --> 00:11:22.669
And I looked at all the jobs that Kayla was doing and I said to Lisa I go, she's not an executive assistant, she's not an executive assistant, she's our operations director.
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Wow, everything that she was doing from like she negotiates all of our.
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Every year.
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She gets us higher rates You've got to be kidding me With insurance companies.
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She handles all of our contracts, everything.
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She does all that, all the books.
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She's the one that communicates with our CPA.
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I said she's the operations director, so now she's the operations director of the company.
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She sounds amazing.
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Started out as a part-time therapy aide, but that's what motivates me in our business is when I can have someone like.
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Being able to create more leadership positions is my motivation.
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We have the dream life.
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We have everything we need.
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When people ask me why do you want to grow more if you have everything, I go.
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I never did it for me.
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It was never for me to become the largest clinic in Arizona.
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It was to be able to give back.
00:12:02.224 --> 00:12:05.729
Yeah, jen, who is our clinic director?
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We she worked for us part-time in home health before we even opened up team for kids and I and I said, at least I go, jen's the kind of person we want to start this company with.
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So we sat down with Jen and the building was under construction.
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It's in, it's in the summer.
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There's no lights, no air conditioning.
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It's like the most.
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It's the worst place to interview somebody.
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Yeah, you're not impressing anyone.
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No, we're sitting at a folded like a square table you'd find in somebody's closet, and chairs, and we sat down and I asked Jen.
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I said what do you want?
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You work in the schools, you work part-time for us.
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And she says I'm stuck and I can't go anywhere.
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I want I feel like I can give more to my profession as an SLP.
00:12:44.111 --> 00:12:47.325
I feel like I can do more, but I don't have that avenue Right.
00:12:47.325 --> 00:12:51.384
And I looked at Jen and I said well, jen, if you trust us, you already worked for us part-time.
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I said my goal is to build this business to where you can be that person.
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You want to be a clinical director?
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And she said yes.
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I said well, if you trust us and you come build this business with us, you will be a clinical director.
00:13:03.629 --> 00:13:08.254
Well, she started out as an SLP, didn't know anything out like, just just treating in the schools.
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She then became our speech lead, mastered all different types of feeding uh, from being from you know, from infants to uh being a lactation counselor.
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Wow, grew up, went through our speech lead same they pass the same path as Kayla, our speech department lead and then clinical director, and Lisa and I were.
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We're finishing up.
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We have our annual review we're doing on Monday and Lisa and I literally spent 20 minutes yesterday trying to find cause you have to go.
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Okay, what are you good at and what do you improve at?
00:13:36.003 --> 00:13:39.091
We literally could not find anything for her to improve on?
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She's just a rockstar, you know?
00:13:41.464 --> 00:13:42.346
Clinical director.
00:13:42.346 --> 00:13:45.874
We actually had joked and went back to something when she was first starting with us.
00:13:45.874 --> 00:13:52.831
And we said here's an example of why you're a great leader, because here's something you struggled with, you know, 12 years ago and you have mastered it.
00:13:52.831 --> 00:13:54.183
You're the best at our company at it now.
00:13:54.445 --> 00:14:03.149
It's so amazing because your passion lies in the key to delegation and creating freedom, which is turning our heart towards our people as our primary customer.
00:14:03.149 --> 00:14:14.688
I think that's where clinicians get in trouble when they are owners and they don't have a Bob or a business like thought process, because they see their patients as where the end all be all is, and it's not.
00:14:14.688 --> 00:14:15.871
It's the team.
00:14:15.871 --> 00:14:18.567
That's the privilege of being an owner.
00:14:18.567 --> 00:14:38.922
I didn't really understand that as much until I sold my practice when I sold my PT practice in 2018, that as much until I sold my practice when I sold my PT practice in 2018, the biggest thing that's to this day that I ache on is the time I used to spend with those executive council members, those five men and women that became that family team that would have taken at least a non-lethal bullet for each other.
00:14:39.523 --> 00:14:42.450
Like that is special and it comes from trust.
00:14:42.450 --> 00:14:53.658
My favorite book of all time, speed of Trust, stephen Covey for business, hands down because you've mentioned it a dozen times how trust is needed to give to people and then in return, when you can trust people, how they promote.
00:14:53.658 --> 00:14:55.945
I mean, my gosh, how many jobs did Kayla have in your company?
00:14:55.945 --> 00:14:56.807
I think you mentioned eight.
00:14:56.807 --> 00:14:58.681
How long has she been with you?
00:14:59.000 --> 00:15:05.851
Eight years, so oh, eight years eight jobs, eight years but just going up, and if the company's not growing, there's not space for them to grow.
00:15:05.851 --> 00:15:08.274
So you're not out there wanting more and more money.
00:15:08.274 --> 00:15:11.495
You're out there creating more opportunity and it results in money.
00:15:11.495 --> 00:15:13.081
But you reinvest that into your people.
00:15:13.081 --> 00:15:19.081
But you do that by trusting, delegating and realizing that your job is to help them find their next job.
00:15:19.081 --> 00:15:20.203
That's amazing.
00:15:20.203 --> 00:15:27.335
So your passion is a powerful tool and I'm excited that people are hearing this, because it's rare for someone to see someone in your position as you're there.
00:15:27.335 --> 00:15:31.840
So how do you see the private practice business from an operational perspective?
00:15:31.840 --> 00:15:35.630
Since you're a business-minded person, you clearly see this business differently.
00:15:35.630 --> 00:15:40.230
How do you think you see it differently is probably a better question than, say, a clinical owner.
00:15:40.919 --> 00:15:48.403
I think the way that I've always viewed it is looking at the long game of the big picture of you have to put.
00:15:48.403 --> 00:15:50.708
If you put your people first, then the profits follow.
00:15:51.190 --> 00:15:52.702
So people first, people first.
00:15:52.842 --> 00:15:55.534
And when I say people, that is your patients and your employees.
00:15:55.674 --> 00:15:55.895
Yeah.
00:15:56.116 --> 00:15:59.388
That you should never make a decision based on money.
00:15:59.388 --> 00:16:04.945
Okay, you know we, over the years, you know when we first started we, we invested everything.
00:16:04.945 --> 00:16:07.150
The business was always self-sustainable from the get go.
00:16:07.311 --> 00:16:07.471
Yeah.
00:16:07.899 --> 00:16:12.846
But we always, in the first three years, invested everything back into the business, got it as the business needed more.
00:16:12.846 --> 00:16:19.630
And so I think you know for us to be able to step back, look at the big picture and the long game.
00:16:19.630 --> 00:16:23.268
You know a lot of times my, my team jokes with me that I'm patiently impatient.
00:16:23.268 --> 00:16:28.769
You know because you know I understand the long game and you have to play the long game and be patient with it.
00:16:28.769 --> 00:16:30.173
But then I want my results now.
00:16:30.413 --> 00:16:30.653
Yeah.
00:16:30.815 --> 00:16:37.346
Like once I make it like I will take a long time to make a decision on something, but then, once I make my decision, get out of my way.
00:16:37.346 --> 00:16:40.652
Yeah, Cause I will run through walls to accomplish it and achieve it.
00:16:40.652 --> 00:16:45.038
So you know, being able to do that, I think, is what is really what's helped us do that.
00:16:45.038 --> 00:16:51.866
You know it keeps Lisa, keeps me grounded and make sure that you know my wild and crazy ideas don't go too far off, but yeah.
00:16:52.206 --> 00:16:55.894
You know, I just have to pause here for a second and just highlight Lisa.
00:16:55.894 --> 00:17:03.958
Yeah, you know, it's so awesome for me to see someone talk about their partner and spouse with such regard.
00:17:03.958 --> 00:17:05.510
You can just feel that, bob.
00:17:05.510 --> 00:17:07.131
What does she mean to the business?
00:17:09.068 --> 00:17:10.894
She is the heartbeat to the business.
00:17:10.894 --> 00:17:14.453
We are like most people, opposites attract.
00:17:14.453 --> 00:17:20.517
If you would have asked her to do a podcast, she probably would have curled up in a ball and said no, thank you.
00:17:20.517 --> 00:17:26.907
She's been asked to be interviewed back in the day on like radio stations and tv shows, and she would just politely decline.
00:17:26.907 --> 00:17:30.078
It's not her, not her style, but she is the most honest.
00:17:30.078 --> 00:17:37.925
Most men, most people say about their partner like, oh, she's amazing, I love her, but she truly is the most selfless person on the planet.
00:17:37.925 --> 00:17:44.519
She never asks for anything and uh, and the respect that she gets from our team.
00:17:44.519 --> 00:17:52.743
It's powerful, it's uplifting, because she's an amazing woman who is 100% selfless.
00:17:52.743 --> 00:17:57.256
Not only the business, but her husband and her two boys and now three dogs went from two to three.
00:17:57.256 --> 00:18:02.773
Again, my idea, not her to have- To pick up the stray To pick up the stray dog that's wandering the streets.
00:18:03.125 --> 00:18:07.211
It was tugging at my heart and, just like everything else in life, she said I believe in you and trust you.
00:18:07.211 --> 00:18:08.094
Let's make this work.
00:18:08.094 --> 00:18:09.036
She's your ride or die.
00:18:09.175 --> 00:18:11.946
She really is and she brings her own flavor to it.
00:18:11.946 --> 00:18:22.076
And really, I think what I want to highlight just publicly on the show is that we had lunch a few weeks back and you said the exact same thing the most selfless woman you've ever met and I think that's leadership.
00:18:22.076 --> 00:18:28.121
You know, one of my favorite things I heard once was that the leader who's the most effective is the one who loves the most.
00:18:28.121 --> 00:18:33.792
Yeah, and it's something so powerful because, I mean, that might not resonate with a lot of men.
00:18:33.792 --> 00:18:35.616
It's like, oh, that's true, but no, it is.
00:18:35.616 --> 00:18:40.196
Think about the football coach or the individual that has the greatest impact in your life.
00:18:40.196 --> 00:18:44.693
Maybe love the individual that has the greatest impact in your life, maybe love.
00:18:44.693 --> 00:18:46.623
Look like Bert, singeing your eyebrows to say you can be better, but with other other times.
00:18:46.623 --> 00:18:51.555
It's service, but, but it's that intention to support and care and have another person grow.
00:18:51.555 --> 00:18:52.438
That's what.
00:18:52.438 --> 00:18:53.807
That's what leadership is right.
00:18:53.807 --> 00:18:59.328
So she embodies that, and I can see where the two of you have created this magic formula and why you're so successful in it.
00:18:59.868 --> 00:19:06.278
So let's get into freedom, because I think a lot of our listeners are really wondering how do I get to where Bob is at?
00:19:06.278 --> 00:19:12.936
And I think one thing you said I want to highlight to all you rock stars is it's like eating an elephant it's one bite at a time.
00:19:12.936 --> 00:19:19.028
What you said earlier I just want to highlight is if you think about eating a big elephant all at once, you just don't even want to do it.
00:19:19.028 --> 00:19:20.810
You couldn't be hungry enough to care.
00:19:20.810 --> 00:19:26.440
But little by little we change as we grow with these steps, and then freedom emerges from that.
00:19:26.440 --> 00:19:31.266
So what was a breaking moment for you that made you realize in your journey that you had to free up more time?
00:19:32.608 --> 00:19:40.065
I would say the breaking point was being a little more acceptance of my ideas.
00:19:40.065 --> 00:19:48.813
Aren't always the best ideas Interesting, I think as business owners we're all wired a little differently, and I think differently is the PC way of saying it.
00:19:48.813 --> 00:19:53.236
Yeah, when you say to somebody rational, hey, do you want to go work 100 hours a week and be broke?
00:19:53.236 --> 00:19:57.592
Because that's how most businesses start out, there's no rationality to that at all.
00:19:57.765 --> 00:20:14.009
So for me it was accepting that and it also goes along the lines with trusting your team that your ideas may not always be the best Right and being able to trust people and understand that you know they might have better ideas and better ways to do things, and that's okay and that's why you have them surround you.
00:20:14.009 --> 00:20:16.326
You know you don't the one last thing I ever wanted.
00:20:16.326 --> 00:20:18.412
I didn't want to have a bunch of yes men or yes women.
00:20:18.571 --> 00:20:18.813
Right.
00:20:19.394 --> 00:20:45.078
And I feel like you know what of yes men or yes, women, right, and I feel like you know what Lisa and I have built is we now have a team that, if they don't agree with what we like, we actually require as employees climb our ladders of growth, that they have to do a peer review of Lisa and I Really yes and so, and it's very humbling and it's very like we also part of that process is we make people come to us with things they don't like or agree with, necessarily agree with in the company, and we have a conversation.
00:20:45.078 --> 00:20:47.594
Nine times out of ten we make a change based on what they recommended.
00:20:47.594 --> 00:20:51.496
But yeah, to climb our ladders of growth, they actually have to peer review Lisa and I.
00:20:51.904 --> 00:20:53.287
Doesn't that take confidence?
00:20:53.287 --> 00:20:57.172
I think it exudes another leadership quality of confidence.
00:20:57.172 --> 00:21:03.340
When you go to somebody who's working on your team and saying I want to know what I could be doing better and not have it be fluff.
00:21:03.340 --> 00:21:06.051
I've had that before where people didn't feel safe enough.
00:21:06.051 --> 00:21:07.848
They're like, oh, you could care less.
00:21:07.848 --> 00:21:17.070
It's like, okay, you know, but like when you have someone go yeah, when you're this policy isn't effective and you keep pushing it and I think it's really hurting people you go, Whoa, thank you, but you have to have confidence.
00:21:17.070 --> 00:21:19.996
I think where a lot of insecure people show up is they don't want to hear that stuff.
00:21:19.996 --> 00:21:26.769
They're already feeling invalidated from the many times they've been quit on and so they don't want to be open to that.
00:21:26.769 --> 00:21:31.278
So that was a pivotal point for you when you realized my ideas aren't always the best.
00:21:31.278 --> 00:21:38.942
Other people can contribute and should contribute, and then they own the idea that they contribute, which makes it easier to adopt and implement.
00:21:38.981 --> 00:21:39.865
Yeah, that's awesome.
00:21:39.865 --> 00:21:40.989
With their idea, you can hold them accountable.
00:21:40.989 --> 00:21:48.076
It's like Stephen Covey says you can't give somebody an idea and tell them how to do something, and if they don't do it right, it's on you, because you made them do it your way.
00:21:48.506 --> 00:21:52.405
I love that guy, by the way, by the way, speed of Trust is his son, Stephen Covey, which was interesting.
00:21:52.405 --> 00:21:59.775
Okay, so what is something that you've implemented in your practice that has freed you up recently, like what's something you've done recently to free you up?
00:22:00.155 --> 00:22:01.958
Yeah, I would say the big one.
00:22:01.958 --> 00:22:05.041
It kind of ties back to the last question of your ideas.
00:22:05.041 --> 00:22:08.490
May not always be the best, yeah, 10 years ago.
00:22:08.490 --> 00:22:12.019
So we started out doing paper charts, like most practices.
00:22:12.105 --> 00:22:12.930
Just like me, yeah, yeah.
00:22:13.311 --> 00:22:14.377
Nowadays it's a little different.
00:22:14.377 --> 00:22:15.786
There's many different electronic formats.
00:22:15.786 --> 00:22:16.888
So we started on paper charts.
00:22:16.888 --> 00:22:18.211
It was extremely efficient.
00:22:18.211 --> 00:22:19.454
We, you know.
00:22:19.454 --> 00:22:20.136
We went to.
00:22:23.505 --> 00:22:24.708
I sent my marketing team out to the doctor's offices.
00:22:24.708 --> 00:22:30.469
We found out what they liked and didn't like in reports and we designed our reports to look like exactly what the doctors want.
00:22:30.469 --> 00:22:32.054
It was genius, so smart we.
00:22:32.054 --> 00:22:39.291
That's why to this day, you know, we are the number one referral source in the West Valley of Phoenix because the doctors love our reports throughout the time.
00:22:39.291 --> 00:22:41.580
We've, even now our EMR tailored them to what the doctors love, our reports Throughout the time.
00:22:41.580 --> 00:22:43.227
Even now our EMR tailored them to what the doctors wanted.
00:22:43.268 --> 00:22:49.267
So I had to say, as our company grew, paper charts went from being efficient to cumbersome.
00:22:49.267 --> 00:22:54.906
Like overnight, my admin team was spending over an hour every single day pulling charts.
00:22:54.906 --> 00:22:56.128
Now I was a genius.
00:22:56.128 --> 00:23:00.788
I made OT blue, I made speech red, I made PT green, I made feeding yellow.
00:23:00.788 --> 00:23:07.106
So, hey, this is a simple system and they would have to pull all the charts, stick them outside the room for the clinician the night before.
00:23:07.106 --> 00:23:10.395
So when they came in they had their stack of charts ready to go.
00:23:10.395 --> 00:23:13.570
Right, and it became extremely inefficient and cumbersome.
00:23:13.570 --> 00:23:26.252
All these little things I was doing were, you know, we were billing in this platform, we were doing a paper chart here, we were using Google Calendar and I had this bright idea because, of course, I'm the owner, my ideas are always the best and I'm going to create my own EMR.
00:23:26.252 --> 00:23:28.550
So you create, is that right?
00:23:28.550 --> 00:23:30.211
Well, I started to Okay.
00:23:30.211 --> 00:23:34.856
Again, it goes back to Bob's dumb idea, number 2,197.
00:23:36.265 --> 00:23:40.727
As a successful business owner, you have to be humble and know when your ideas are dumb or you don't have good ideas.
00:23:40.727 --> 00:23:43.094
Business owner, you have to be humble and know when your ideas are dumb or you don't have good ideas.
00:23:43.094 --> 00:23:48.713
Well, that was after after spending $30,000 of and this, you know, 10 years ago was a lot of money, a lot of money now, $30,000.
00:23:48.733 --> 00:23:49.256
For sure it is.
00:23:49.718 --> 00:23:53.330
And I didn't have a workable product and I realized it was demoralizing my team.
00:23:53.330 --> 00:23:55.477
Wow, they were getting frustrated because I was.
00:23:55.477 --> 00:24:07.897
They were the Guinea pig, like, hey, they fixed the bug and they'd go and use it and it would crash like a plane without wings and they'd be like you know and my team would like come up.
00:24:07.816 --> 00:24:09.054
they looked like they had bedhead every time they would use this system and I was like, what am I doing to my team?
00:24:09.054 --> 00:24:10.189
Yeah, and I finally had to step back and go.
00:24:10.189 --> 00:24:15.358
I've always been a huge fan of ray crock oh yes, when you look at mcdonald's.
00:24:15.358 --> 00:24:20.636
It's fried dead cow parts with cheese and you wash it down with paint remover, I mean.
00:24:20.636 --> 00:24:26.954
But yet it's a business system that's so successful that teenagers and old people that didn't plan for retirement can run it.
00:24:26.954 --> 00:24:28.869
Yeah, it's a system.
00:24:28.984 --> 00:24:36.336
They plan for 300% turnover because their systems are so automated they can replace every roll three times in a year and it doesn't drop a dime.
00:24:37.145 --> 00:24:38.191
So I was always fascinated.
00:24:38.191 --> 00:24:43.951
I took a step back this was part of our annual review and I looked at Lisa and I said I'm trying to reinvent the wheel.
00:24:43.951 --> 00:24:45.775
Why am I trying to create an EMR?
00:24:45.775 --> 00:24:56.126
She was like hallelujah, you're finally listening to me.
00:24:56.126 --> 00:24:56.929
I said, okay, so let's do some demos.
00:24:56.949 --> 00:25:02.479
Eight years ago we did every demo under the sun for every single EMR that was in the pediatric business.
00:25:02.479 --> 00:25:05.493
Yeah, and we did some of them two and three times.
00:25:05.493 --> 00:25:09.691
I'm not going to mention names of the crappy ones because they, honestly, they were all inferior except for one.
00:25:09.691 --> 00:25:17.494
Every one we went to, either the admin side loved and the clinicians hate, or the billing side loved and the admin didn't like it For sure.
00:25:17.494 --> 00:25:25.031
And so then we come across Raintree, raintree, we do the demo and my clinicians are like we can get on board with this.
00:25:25.031 --> 00:25:34.141
I'm running the billing side and I'm like super excited, yes and so, and then Kayla at the time she was running the admin type, she's like when can we get started?
00:25:34.141 --> 00:25:42.731
Yeah, and so that really was like the big eye opener for me as a business owner.
00:25:42.731 --> 00:25:43.192
That, not all my ideas.
00:25:43.212 --> 00:25:52.289
Now I take credit for switching to rain tree, so maybe some of my ideas are good you know, yeah, but you're not rebuilding another rain tree and what's cool about that, if I can jump in is that what I want the audience to know is that rain tree is what.
00:25:52.289 --> 00:25:53.354
I'm a huge fan of.
00:25:53.354 --> 00:26:00.974
Rain tree, the customization of that is insane, and you took the same creativity in building out like your own EMR.
00:26:00.974 --> 00:26:02.719
You decided to pivot the idea.
00:26:02.719 --> 00:26:03.606
You didn't get rid of it.
00:26:03.606 --> 00:26:21.873
You pivoted it into like hyper-customizing Raintree and when we were connecting a while back and you were sharing with me some of your automations, it blew my mind Like it truly is like for you, ai would have to change dramatically in order to even compete with what you've already done inside of Raintree, because it's so efficient the way that you've customized it.
00:26:21.873 --> 00:26:23.958
So I love that you've pivoted into that space, but you didn't.
00:26:23.958 --> 00:26:28.626
You didn't just blindly keep pushing through and go come on, guys, let's keep staying on this drowning strip of ours.
00:26:29.148 --> 00:26:37.010
No, and the biggest thing, at the beginning, my eye opener was when I met with Raintree.
00:26:37.010 --> 00:26:38.133
You know, I, of course.
00:26:38.133 --> 00:26:41.057
I had all my implementation specialist, which was Jessica.
00:26:41.057 --> 00:26:42.839
At the time she challenged me.
00:26:42.839 --> 00:26:45.652
She said this business system's been around for 20 years.
00:26:45.652 --> 00:26:46.634
I'm like I've never heard of you.
00:26:46.634 --> 00:26:48.511
She said we're the greatest kept secret in EMRs.
00:26:48.511 --> 00:26:50.244
Yeah, it's all 100% referrals.
00:26:50.244 --> 00:26:55.886
So she said trust me and trust Raintree, don't try and change anything for six months.
00:26:55.926 --> 00:26:58.868
And it was Because you're just a mover and a shaker.
00:26:58.868 --> 00:26:59.710
You like to change?
00:26:59.809 --> 00:27:01.611
And she says trust me, she goes.
00:27:01.611 --> 00:27:04.193
I've been in this business for 20 years.
00:27:04.193 --> 00:27:06.095
She worked at Rain Tree for 20 years.
00:27:06.095 --> 00:27:12.820
She said trust me, let's use it for six months and then, if you want to change stuff, you come back to me and we'll change whatever you want.
00:27:12.820 --> 00:27:14.201
And I listened to her.
00:27:14.201 --> 00:27:24.299
So we just used it the way it was, but we invested in learning every facet to maximize how to use it, which, in return, allowed us to this day.
00:27:24.299 --> 00:27:38.055
We now configure it and tweak it for all these amazing shortcuts, things like our doctor's note that every time, every single non-daily note automatically gets sent to the pediatrician yeah, and it's in the format that my pediatricians have told me they wanted.
00:27:38.464 --> 00:27:40.721
Which, by the way, when you said that earlier, that kind of blew my mind.
00:27:40.721 --> 00:27:52.000
I'm hoping everyone who's listening rock stars are picking up on even these subtle, amazing decisions like interviewing the doctor to find out how they want their reports, like these things that we just don't even think of because there's a fear.
00:27:52.000 --> 00:27:55.348
But if we were really there to serve, it would be like, well, what else can I do to serve you?
00:27:55.348 --> 00:28:00.238
That would be a normal question to think of, and then what you've done is template it in range rate to where now it's just it's there.
00:28:01.098 --> 00:28:06.271
Yeah, one of the biggest things the doctors told us was don't put any medical history in the report, that you're not telling us anything.
00:28:06.271 --> 00:28:06.913
We don't know they go.
00:28:06.913 --> 00:28:11.027
All we want to know is you know they have hypertension behind the door.
00:28:11.166 --> 00:28:12.828
What's wrong with the kid and what are you gonna do to fix it.
00:28:12.828 --> 00:28:15.371
That's all they want.
00:28:15.371 --> 00:28:18.594
They go All the allergies the kid has.
00:28:18.594 --> 00:28:21.056
Leave that in the medical chart but don't put it in the report.
00:28:21.056 --> 00:28:24.019
So, like, our evals that go to doctor's offices are two to three pages.
00:28:24.019 --> 00:28:27.102
Wow, our re-eval progress notes are one page.
00:28:27.102 --> 00:28:27.742
Super bullet.
00:28:27.742 --> 00:28:28.163
Point to the point.
00:28:28.182 --> 00:28:28.884
Bullet to the point.
00:28:28.963 --> 00:28:32.295
And they love it and they sign the bottom of it and it comes back to us and that's our sign of plan of care.
00:28:32.424 --> 00:28:33.851
Yeah, because they're drowning in paperwork too.
00:28:33.851 --> 00:28:37.673
They want, need to know.
00:28:37.673 --> 00:28:38.233
What do you think?
00:28:38.233 --> 00:28:39.434
And this is what I want to do.
00:28:39.434 --> 00:28:40.455
Do you agree with it or not?
00:28:40.455 --> 00:28:46.140
So that's really cool that you were able to position yourself in a way to be open to change, but pivoting your, your.
00:28:46.140 --> 00:28:50.186
I think it's a little bit of eating humble pie, because you have to be courageous enough to make a decision.
00:28:50.227 --> 00:28:56.527
You have to be bold enough to say let's start an emr, but humble enough and meek enough to go yeah, let's pivot this into something better.
00:28:56.527 --> 00:28:57.968
Um, which you did.
00:28:57.968 --> 00:28:58.949
And now you've been with Raintree.
00:28:58.969 --> 00:29:01.131
For how long We've been with them for eight years.
00:29:01.490 --> 00:29:02.171
My gosh.
00:29:02.171 --> 00:29:05.874
Yeah, they are still kind of one of the best kept secrets.
00:29:05.874 --> 00:29:13.220
Other EMRs, I think, have incredible marketing like loud, but what they consistently deliver on is producing happy clients who know how to use their system.
00:29:13.220 --> 00:29:14.260
So all right.
00:29:14.260 --> 00:29:21.213
So, continuing with this freedom idea, is there any part of your business where you feel limited in feeling free?
00:29:21.213 --> 00:29:22.478
I'm curious about this one.
00:29:23.105 --> 00:29:27.356
At this point in our stage I don't feel limited in any part of our business.
00:29:27.356 --> 00:29:32.236
We're blessed to have a great leadership team that has really stepped up.
00:29:32.757 --> 00:29:33.298
They're amazing.
00:29:34.486 --> 00:29:43.795
A year and a half ago, my mom and my stepdad fell ill and I had to drive an hour and a half each way to the hospital and our team just stepped up and said to me and Lisa, we got it.
00:29:43.795 --> 00:29:47.307
And I was gone for a month like not even stepped foot in the office.
00:29:47.307 --> 00:29:54.952
And you know, I was able to do that because of those decisions like Ranchi, but more importantly because we had the team in place that said we got this.
00:29:54.952 --> 00:30:02.093
And, ironically, for Christmas that year, they gave us suitcases that are embroidered with the company's logo and they said you at least need to travel more.
00:30:02.093 --> 00:30:12.329
Wow, that was our, that was our christmas gift from our leadership and, and so you know to this, every time we go to the airport, even like we do everything we can because it's the carry-on size we're like how can we fit it in the suitcase?
00:30:12.329 --> 00:30:18.689
It has the company logo on it, so so we can take it as a reminder of the gift they gave us and there's something more special for me.
00:30:18.970 --> 00:30:26.199
This might be a little patronizing example, but like when my, when my sons make me something of a gift, it's.
00:30:26.558 --> 00:30:40.970
It doesn't even matter what it is, it's so much more meaningful and that's the only way I can can relate to when I've been received very thoughtful gifts from employees or executive team members, because they're so thoughtful and I think it's a reflection of once we put trust in people and we can help them grow.
00:30:40.970 --> 00:30:41.490
They realize that's rare.
00:30:41.490 --> 00:30:43.211
It's a it's a reflection of once we put trust in people and we can help them grow.
00:30:43.211 --> 00:30:43.752
They realize that's rare.
00:30:43.792 --> 00:30:46.776
It's almost like the sixth love language is like personal development.
00:30:46.776 --> 00:30:58.855
If I can help you become a better leader and help you achieve more success, and that's not financial base for the right people, but there is financial elements to it yeah, they come back and they just having that kind of it's not common.
00:30:58.855 --> 00:31:05.192
It's not common and it shows so much about them as wonderful human beings for being able to be committed to something bigger than themselves.
00:31:05.192 --> 00:31:25.215
To me that's one of the most under appreciated across across all companies is that like executive level position, because they are entrepreneurs, they own it without owning it and they and so when they have an owner who's able to really understand that they can thrive and giving them that space to be successful, everybody wins All right.
00:31:25.215 --> 00:31:28.025
So let's pivot a little bit more into tech and tools.
00:31:28.025 --> 00:31:36.019
In your case, what tech and tools do you guys use a team that you think are vital in creating space and time for your company?
00:31:36.586 --> 00:31:47.652
We really focused this year on streamlining and getting more involved with tech and AI, and I would say that the top ones would definitely be Google Chat and Gemini, which is a major component of Google.
00:31:47.652 --> 00:31:57.448
When we have meetings with our team, it records it, it gives you a transcript and a summary, so you don't have to take notes Never, and if one of our leads is missing, they just have to go back and read the notes in the transcript.
00:31:57.448 --> 00:31:58.229
So it's beautiful.
00:31:58.229 --> 00:32:10.791
You know, using yeah, google chat, using Canva, lumen5, trainual Synthesia all these different apps that have just been able to take the business again to more of an independent level.
00:32:10.892 --> 00:32:11.777
You said a lot of apps there.
00:32:11.777 --> 00:32:13.766
What are some of the key ones you think people should know about?
00:32:14.508 --> 00:32:17.615
I would say Trainual Synthesia Synth is.
00:32:17.615 --> 00:32:22.268
It's pretty powerful in making training videos yes, lumen 5, is that like hagen?
00:32:22.268 --> 00:32:41.527
Yeah, so like these are these are like ai humanoids that you can, or you can, clone yourself and they have voices, either you can do voiceover like for as my wife, the most selfless person the planet, she just turned 50 and she never asks for anything literally, and she mentioned me last year because I think I want to go to Switzerland, you're on it.
00:32:41.567 --> 00:32:45.890
I was on it, so my sister-in-law is the greatest travel agent on the planet.
00:32:45.890 --> 00:32:50.952
I said, hey, I need your help, I go, I need to plan a trip to Switzerland, and so she helped me plan it.
00:32:50.952 --> 00:32:53.394
We're leaving next month, beautiful three-week trip.
00:32:53.394 --> 00:33:07.803
But I typed out what I would want to say to my wife about the trip and I sent that off and it came back as a 3D explainer video, animated, and I gave them pictures of what me and Lisa and I looked like.
00:33:07.803 --> 00:33:13.733
And then we got this video and it shows us landing in Paris, eating crepes, backpacking through Switzerland.
00:33:13.814 --> 00:33:15.156
This was since I came in San.
00:33:15.396 --> 00:33:15.798
Francisco.
00:33:15.798 --> 00:33:17.005
I made the video Literally.
00:33:17.005 --> 00:33:26.077
It took me 10 minutes to create the content, Whereas back in the day, if I were to try and go into PowerPoint and try and do something like this with animated video, it would have taken me 16 hours.
00:33:26.218 --> 00:33:27.779
When you say animated video, are you talking about?
00:33:27.779 --> 00:33:28.560
Like it was a cartoon?
00:33:28.865 --> 00:33:39.738
Yes, it's an explainer cartoon video of two cartoon people that looked like us sitting down at the Eiffel Tower, backpacking eating chocolate, going on a cruise up the Rhine, and made the video when I did I took it.
00:33:39.738 --> 00:33:48.334
The next step is I actually did the voiceover, you did, I did the voiceover, so it was actually me talking in the cartoon about her and I going on this adventure for her birthday.
00:33:48.334 --> 00:33:49.548
What was it like when she got that?
00:33:49.548 --> 00:33:50.513
Oh, it was, it was.
00:33:50.513 --> 00:33:51.156
It was awesome.
00:33:51.156 --> 00:33:53.807
We had a small little she's cause she's very quiet, reserved.
00:33:53.807 --> 00:33:59.534
She told me two rules for her birthday no surprises and no big party at the house, cause I always do a parties at our house.
00:33:59.773 --> 00:34:02.136
I feel like my wife and your wife are the same person.
00:34:02.136 --> 00:34:04.298
Yeah, that's so funny.
00:34:04.298 --> 00:34:06.287
So she saw that that she was.
00:34:06.287 --> 00:34:09.396
She emotional, she was bawling crying and she was just.
00:34:09.438 --> 00:34:20.179
She was, and it's one of the things that I cannot keep secrets from her and I was so stressed out Like I can't look at my computer and I like hop on the phone and run away and I and I felt awkward because I don't keep.
00:34:20.179 --> 00:34:26.755
I don't keep anything from her and I finally had to tell her go, I'm planning your birthday present, so please, if you see me run away on the phone, that's what it is.
00:34:26.755 --> 00:34:28.648
Yeah, or don't go to my email.
00:34:28.648 --> 00:34:30.594
And she was good, she didn't check her email.
00:34:30.594 --> 00:34:33.907
She might look at my email or nothing, but I told her after I gave it to her.
00:34:33.907 --> 00:34:36.391
I am never planning a surprise for you again, because it was too stressful.
00:34:36.391 --> 00:34:37.554
I'm just going to tell you about it.
00:34:37.554 --> 00:34:38.094
This is what we're doing.
00:34:38.976 --> 00:34:39.878
So I think that's a good one.
00:34:39.878 --> 00:34:41.119
I don't think most people and I've been.
00:34:41.119 --> 00:34:44.393
Obviously we're later in the season of recording these episodes.
00:34:44.393 --> 00:34:45.697
I don't think anyone's mentioned.
00:34:45.697 --> 00:34:48.139
I know no one's mentioned that, so I'm so glad you talked about that.
00:34:48.139 --> 00:35:02.476
The other one you mentioned is Trainual and I want to highlight that because I'm good friends with Chris Ronzio, who is the founder, and he has really revolutionized that software and he is also speaking at our event in March and you use Trainual.
00:35:02.476 --> 00:35:07.461
Yes, I've had a lot of smaller practices really bite against any sort of training software.
00:35:07.461 --> 00:35:17.181
So, just for the record, trainual is software that you put in your policies and procedures in and it helps your people self-paced, go through and it tracks how they're being trained.
00:35:17.181 --> 00:35:18.916
So how do you use Trainual?
00:35:18.916 --> 00:35:20.510
Like, what has that done for your company?
00:35:20.851 --> 00:35:25.349
So, prior to using train, you will our, our or we have a very structured orientation.
00:35:25.349 --> 00:35:31.094
One of the things that we've always done is a new we call them new teammates on a, you know, play on the company name team for kids, but we don't have.
00:35:31.114 --> 00:35:31.664
that's cool.
00:35:31.664 --> 00:35:34.048
They're new teammates, and I don't like the word staff either.
00:35:34.048 --> 00:35:36.592
I always tell people staff is you hire don't ever call somebody.
00:35:36.632 --> 00:35:37.413
It's like a piece of meat.
00:35:37.632 --> 00:35:38.675
Exactly yes.
00:35:38.735 --> 00:35:48.376
So new teammates that after 90 days, part of the process is they sit down with me and I have all these questions they thought ahead of time like how did the orientation go, what we could have done differently.
00:35:48.376 --> 00:36:04.835
So we really heavily invested in that first 90 days of a new teammate and I realized that, as great as our system was, it wasn't consistent across departments, that our speech team had their own little ways of doing orientation from our admin, from our ABA.
00:36:04.835 --> 00:36:23.144
And for a business really to be successful and improve synergy, you have to have consistency, and so what TrainU allowed us to do is, instead of having one person talk about Google Drive and chat with this team, it's now all done through a video, so everybody's done through a video, so everybody's watching the same video.
00:36:23.144 --> 00:36:26.273
The other beauty of it is TrainU takes the content and creates quizzes.
00:36:26.735 --> 00:36:30.150
Yes, and there's AI bots in there now that will take what you've put in there.
00:36:30.150 --> 00:36:32.572
First of all, if you don't even know what to put in there, you can use it to create.
00:36:32.592 --> 00:36:33.434
Yeah, it'll create it for you.
00:36:33.585 --> 00:36:37.931
But if you've got Google Docs and things and upload them in there, it can create quizzes in seconds.
00:36:38.311 --> 00:36:43.838
And so you're able to track your new teammates going through orientation Right now.
00:36:43.838 --> 00:36:47.170
We have it set for on the clinician side in their first 90 days.
00:36:47.170 --> 00:36:52.532
We understand that it's like drinking water from a fire hydrant when you're on board at a company.
00:36:52.532 --> 00:36:56.788
So we have certain things that we want done now, but then there's also certain things that can wait.
00:36:56.788 --> 00:36:58.391
Or you want refreshers?
00:36:58.391 --> 00:37:00.918
Well, we have a setup on a timeline and train you all that.
00:37:00.918 --> 00:37:06.317
It pops up and it's already on their built into their calendar that on week five, oh, I've got to do these things.
00:37:06.317 --> 00:37:11.494
Look, the company already put on my calendar instead of giving me a patient, and now I allow them to train you when I do that refresher.
00:37:11.514 --> 00:37:30.521
So it took our department leads, who were in charge of orientation, from taking about 17 to 20 hours a week to do orientation for a new teammate that their time is actually only three hours a week, and the beauty of it is that three hours is more intimate and collaborative with our new teammates, versus them sitting up in front of the room.
00:37:30.521 --> 00:37:31.324
This is Google Chat, this is RainTree.
00:37:31.324 --> 00:37:33.590
You know, this is how you call out sick.
00:37:33.590 --> 00:37:39.490
They're not doing any of that, it's all handled and just yeah, the feedback that we've gotten from our teammates on that.
00:37:39.490 --> 00:37:41.275
Uh, they said the system is well oiled.
00:37:41.275 --> 00:37:46.190
We've had people that have come to us from fortune 500 companies and say this is the best orientation I've ever been through.
00:37:46.190 --> 00:37:47.974
Um, and so that's been.
00:37:47.974 --> 00:37:57.027
The big takeaway is freeing up our, our leads to have more quality time with their new teammates, versus just speaking to them this is something that you still hold.
00:37:57.068 --> 00:38:02.197
I remember from our discussion that the projects that you focus on are meant to free up the people who freed you up.
00:38:02.197 --> 00:38:06.733
It's this cool like symbiotic relationship of they trust you guys trust each other.
00:38:06.733 --> 00:38:10.132
They're doing things to free you up and then you turn around and you help them train you all.
00:38:10.132 --> 00:38:16.751
I have seen it fail because people don't have the support to create the content and then they don't reinforce it.
00:38:16.751 --> 00:38:18.514
Those two things have to go together, it's not.
00:38:18.634 --> 00:38:24.070
It's kind of like hiring a VA you can hire someone, but if you don't train them on how to do things, they don't know what to do.
00:38:24.070 --> 00:38:26.235
So same with software, same with a lot of AI stuff.
00:38:26.235 --> 00:38:42.519
But when you put those two things together and you have the right support and the right software through training, my favorite thing I had from employees is that they'll join the team and say they'll get the welcome video before they even show up on their first day, showing them the company purpose, vision, values, the org board, who to talk to, where to park.
00:38:42.519 --> 00:38:47.086
They show up the first day.
00:38:47.086 --> 00:38:47.648
They're like I've never.
00:38:47.648 --> 00:38:51.141
I've never been this like aware of feeling included, like I did with you guys, and it's automated.
00:38:51.342 --> 00:38:52.045
It just happens.
00:38:52.045 --> 00:38:53.567
It happens and you can keep track of it.
00:38:53.567 --> 00:38:54.327
You know it was really cool.
00:38:54.327 --> 00:39:04.840
We on the clinical side, we we set up videos within it that show a you know actually what they'll do as a new clinician they'll actually watch a video of a real therapy session.
00:39:05.221 --> 00:39:05.481
Wow.
00:39:05.902 --> 00:39:08.943
And then they'll get the training on how to use RainTree.
00:39:08.943 --> 00:39:11.143
And then they'll go into the RainTree training database.
00:39:11.143 --> 00:39:13.952
And now the cool thing about their database is it's actual, real clients.
00:39:13.952 --> 00:39:16.088
You just you're not messing with it in live, Wow.
00:39:16.088 --> 00:39:24.588
So they'll go through, they'll type up the note and then part of the training will pops back in and says okay, let's compare what you typed to what the therapist who actually did that session typed for you.
00:39:24.588 --> 00:39:25.048
Come on.
00:39:25.048 --> 00:39:29.228
And then it says, and it asks them did you use this shortcut, Did you use this quick phrase?
00:39:29.228 --> 00:39:32.465
Because all the stuff in range where you get a note done in two to three minutes, yeah.
00:39:32.465 --> 00:39:34.347
And so then it asks them did you do all this?
00:39:34.347 --> 00:39:35.750
And then, and then, yes, yes.
00:39:35.750 --> 00:39:39.594
And then it says okay, you've mastered the daily note of Raintree and moves on to the next training.
00:39:40.094 --> 00:39:45.922
So this is the cool see that you just illustrated an application that I think would give people some more mass around what this could be.
00:39:45.922 --> 00:39:58.518
Because when you have that automated, you know versus like having a human being sit down and watch their note, read their note, compare they're doing that in real time and it gives them that self pacing and they still feel the support and connection because of that.
00:39:58.518 --> 00:40:04.309
All right, bob, so what's the best?
00:40:04.329 --> 00:40:06.376
business purchase under a hundred dollars that has saved you, that's freed you up, or saved you hours.
00:40:06.376 --> 00:40:07.039
That would be the staples button.
00:40:07.039 --> 00:40:07.943
The staples button, yeah.
00:40:07.943 --> 00:40:08.445
It was a button.
00:40:08.445 --> 00:40:09.628
Oh yeah, that was easy.
00:40:09.628 --> 00:40:10.972
That was their commercial.
00:40:10.992 --> 00:40:16.456
It was their commercial like 10 years ago we had them all over the admin area, especially when we were in, when we were in implementing rain tree.
00:40:16.456 --> 00:40:18.496
You know it was, that was it was.
00:40:18.496 --> 00:40:22.159
It was almost like the mantra of the office, like if you did something you just hit the button, that was easy.
00:40:22.159 --> 00:40:24.360
You know, there's nothing hard in life if everything's easy.
00:40:24.440 --> 00:40:26.682
So so do you think that like changed their mindset it?
00:40:27.346 --> 00:40:37.634
completely changes everyone's mindset and even if somebody did something you know that they were struggling or was difficult and you push the button, it completely changes their perspective on what they just did.
00:40:38.295 --> 00:40:48.414
It's so funny how we spend so much time in leadership just talking about mindset, and when we talk about freedom which is the whole focus of this podcast is helping free you up it's mostly mindset-based.
00:40:48.414 --> 00:41:02.269
I have a whole episode that the listeners have already heard in this series that talks about like number one you've got to start thinking differently, because the way we're thinking, if we're stuck the way we're thinking isn't getting us free, and the way we're thinking, if we're stuck the way we're thinking isn't getting us free.
00:41:02.269 --> 00:41:05.833
And so just having those little like tactile easy yeah, that was easy we're conditioning ourselves.
00:41:05.833 --> 00:41:10.778
One of my favorite things comes from Benjamin Hardy from the book Gap in the Game.
00:41:10.778 --> 00:41:12.840
It's a Dan Sullivan book as well.
00:41:12.840 --> 00:41:21.389
He talked about the research of before we go to bed at night.
00:41:21.409 --> 00:41:25.862
If we jot down the wins from the day and this is not revolutionary, but the study is if we jot down all of our wins, our subconscious is the last thing our brain remembers.
00:41:25.862 --> 00:41:34.213
So when we're sleeping, our subconscious starts rewiring to look for success, and so when we wake up in the morning, we're immediately looking for other things we're doing.
00:41:34.213 --> 00:41:40.456
That's well, and the more wins we see, the more wins we achieve, and it creates this like so I think that's what it was with the easy button.
00:41:40.456 --> 00:41:43.963
It's like this you know, oh, I won, I won, I won.
00:41:43.963 --> 00:41:49.385
And all of a sudden they're like I've been, I've been winning a lot today, and then they start becoming winners who think like winners.
00:41:49.385 --> 00:41:51.088
That's a great answer, okay.
00:41:51.108 --> 00:42:00.643
We also used it back in the day anytime we scheduled a new patient, so like if somebody was sitting up front and they heard that button, like oh, new patient, new patient, new patient.
00:42:00.643 --> 00:42:01.864
Like okay, we're bringing in more patients.
00:42:01.864 --> 00:42:02.327
So it meant like.
00:42:02.648 --> 00:42:06.329
It meant like growth as well, Kind of like like I'm winning and I'm growing.
00:42:06.349 --> 00:42:07.653
That's really neat.
00:42:07.653 --> 00:42:08.295
Do you still do it?
00:42:09.344 --> 00:42:09.465
We had.
00:42:09.465 --> 00:42:10.548
No, we moved on from the button.
00:42:10.548 --> 00:42:11.030
Yeah.
00:42:11.972 --> 00:42:14.144
Yeah, I think there's something about changing those things out too.
00:42:19.173 --> 00:42:19.434
There is.
00:42:19.896 --> 00:42:21.719
Yeah, they get accommodated to that signal.
00:42:21.719 --> 00:42:29.949
So, with your freedom, you're an interesting person, bob, because you have and you're free to talk about whatever you're working on, and I want you to.
00:42:29.949 --> 00:42:31.289
Ok, if you can, sure.
00:42:31.289 --> 00:42:32.351
If you can't, that's fine.
00:42:32.351 --> 00:42:37.793
But, like, you've got so many things that you're working on and there's a lot of really cool things you do for fun.
00:42:37.793 --> 00:42:41.856
Like, let's talk about things you do for you or your family when you are free.
00:42:41.856 --> 00:42:47.378
Like, what do you do in those cases where you're with that flexibility that you have Now?
00:42:47.418 --> 00:42:49.539
my greatest joy with my boys is playing golf.
00:42:49.539 --> 00:42:55.382
Yeah, you know, and I actually, before we started the family, I was a scratch golfer, were you?
00:42:55.382 --> 00:42:56.065
Really I was.
00:42:56.065 --> 00:43:00.155
Then I started the business, then I started the family and I put golf on hold.
00:43:00.155 --> 00:43:01.057
I had the boys.
00:43:01.057 --> 00:43:05.512
My first passion in life was always baseball, but I had to quit playing baseball in high school to get a job.
00:43:05.512 --> 00:43:06.630
I had to support myself.
00:43:06.630 --> 00:43:14.809
So when Lisa and I started the family and had two boys, I coached them in baseball, coached them in football, and so I put golf on the back burner.
00:43:14.809 --> 00:43:16.795
I probably played once every three or four years.
00:43:16.795 --> 00:43:22.289
And then, once our boys got to high school, I stopped coaching them and I went back to being a dad.
00:43:22.289 --> 00:43:24.588
At that point I was like, all right, I've taken as far as I can take them.
00:43:24.588 --> 00:43:31.572
And then so three years ago, for my birthday, lisa got me a brand new set of golf clubs and she said I want you to start golfing again.
00:43:32.373 --> 00:43:34.137
Such a sweet thoughtful gift.
00:43:35.344 --> 00:43:39.086
And so then, as the boys, you know they our oldest just finished college baseball.
00:43:39.086 --> 00:43:41.407
Our youngest just graduated high school.
00:43:41.407 --> 00:43:44.190
He started playing golf with me a little over a year ago.
00:43:44.190 --> 00:43:52.114
And being able to play golf with them, as you know, young men, young adults, young men yeah, they're 18 and 21, that you know.
00:43:52.114 --> 00:43:58.637
They actually listen to what I'm saying when we're out on the golf course, and just that quality one-on-one time, it's the best thing in the world, you know now it's.
00:43:58.637 --> 00:44:04.780
You know, even if we don't have time for a full round, we'll just go to the driving range and hit some golf balls, and you know, bs, son and dad.
00:44:04.780 --> 00:44:09.862
So if we're not traveling somewhere, which that's typically what we're doing I'm taking the boys to the driving range.
00:44:19.996 --> 00:44:21.360
And what a greater space that's shared.
00:44:21.360 --> 00:44:22.670
It's indescribable.
00:44:22.670 --> 00:44:23.512
So that's neat.
00:44:23.512 --> 00:44:26.371
That's what you're doing with your free time there, so let's kind of pivot.
00:44:26.371 --> 00:44:28.452
Obviously, the season's about AI versus VA.
00:44:28.452 --> 00:44:31.014
Is there any other AI software that you would want to highlight?
00:44:31.014 --> 00:44:33.052
Is there any other AI tools that you think are amazing?
00:44:33.052 --> 00:44:34.608
You mentioned a handful, but is there any other?
00:44:35.329 --> 00:44:38.554
No, I think we hit the nail on the head of the ones that we're using right now.
00:44:38.755 --> 00:44:41.298
Okay, I mean, there was obviously the obvious one ChatGPT.
00:44:41.298 --> 00:44:41.980
Yes.
00:44:43.824 --> 00:44:44.927
That my wife calls my side chick.
00:44:44.947 --> 00:44:45.449
That's funny.
00:44:45.449 --> 00:44:49.117
My team has actually told me the only person that my wife should be worried about is my ChatGPT.
00:44:52.226 --> 00:44:54.275
She has a name and we have a relationship.
00:44:54.275 --> 00:44:57.210
Actually, I would challenge anyone to do this.
00:44:57.210 --> 00:45:03.811
If you have ChatG GPT, invest in the paid version, but then, after you've been using it for a few months, ask chat GPT to peer review you.
00:45:04.333 --> 00:45:06.117
Wow, the stuff that you put in there.
00:45:06.157 --> 00:45:06.766
And it was, it was.
00:45:06.766 --> 00:45:07.208
It was amazing.
00:45:07.208 --> 00:45:09.735
I said to, I said to chat GPT, tell me about myself.
00:45:09.735 --> 00:45:12.728
And they said you're a focus driven leader who cares about others.
00:45:12.728 --> 00:45:14.731
And I said, okay, tell me something I need to improve on.
00:45:14.731 --> 00:45:15.793
And it was like almost too quick.
00:45:17.596 --> 00:45:19.719
Like it's been waiting for you to ask that question.
00:45:19.739 --> 00:45:28.860
Yeah, it was, and so and I, and it basically said you know you are very passionate, but you're all very quick to answer things and the basic is I'll always ask it can you rewrite this to be more passionate?
00:45:28.860 --> 00:45:32.414
Can you write this to be more you know, more understanding or more bold, and so?
00:45:32.414 --> 00:45:33.045
But it was interesting.
00:45:33.045 --> 00:45:40.938
I would challenge anyone listening to this to go ask chat GPT based on your content you've put in there, to ask chat GPT what they think about you.
00:45:41.385 --> 00:45:47.311
Yes, and so I was curious to see if you use chat GPT or Gemini just because you are a Google product and Gemini's investment is getting.
00:45:47.711 --> 00:45:49.295
But I've spent so much time already in chat GPT.
00:45:49.356 --> 00:45:58.494
I think it's one of those things where the more you spend time with it, the more powerful it becomes, and what I have found is that my efficiencies are starting to go exponential.
00:45:58.494 --> 00:46:05.389
I am completing projects this week that would have taken me with ChatGPT six months ago, probably weeks.
00:46:05.389 --> 00:46:16.992
I'm finishing them in hours because it remembers every discussion I've ever had and I'll say, as long as I'm asking the right prompts, it's really starting to build things out at a much more aggressive scale, so I encourage everyone to get the paid version.
00:46:16.992 --> 00:46:31.965
There's also a company version, which is super cool that we just started with, where everyone in the company has their own ChatGPT account, but the central one remembers everyone's and we can create marketing bots and sales bots or whatever we want that we can instruct to serve all of our teams.
00:46:31.965 --> 00:46:41.320
So, as my Kayla or Tony are feeding it with their questions and serving it in that way, when I go in there, it will remember my team's work and help my work improve as well.
00:46:41.320 --> 00:46:42.550
So I think that's a great piece.
00:46:42.985 --> 00:46:45.494
You obviously are working with virtual assistants in the company.
00:46:45.494 --> 00:46:50.072
How do you feel AI and virtual assistants work or don't work together?
00:46:50.465 --> 00:46:51.952
Well, I think they complement each other.
00:46:51.952 --> 00:46:57.148
My biggest when it comes to AI a lot of people are apprehensive, they're scared of it.
00:46:57.148 --> 00:46:58.730
A lot of people are apprehensive, they're scared of it.
00:46:58.730 --> 00:47:00.211
It's something new.
00:47:00.211 --> 00:47:04.760
And they also feel that maybe it might be replacing their job at some point, and I don't believe that.
00:47:08.485 --> 00:47:17.713
My approach and this is my and Lisa's, our vision and our approach to AI with our company is that if you think about building a house, imagine building a house today without power tools.
00:47:17.713 --> 00:47:18.596
Oh, forget it.
00:47:18.596 --> 00:47:20.349
A carpenter had to use a saw.
00:47:20.349 --> 00:47:21.532
He had to use a hammer.
00:47:21.532 --> 00:47:22.353
It would take him forever.
00:47:22.353 --> 00:47:22.934
And what do they have?
00:47:22.934 --> 00:47:27.355
They have power saws, they have drills, All the technology.
00:47:27.355 --> 00:47:28.744
That's what AI is doing.
00:47:28.744 --> 00:47:32.596
It's making your job you have now more efficient and easier.
00:47:32.596 --> 00:47:37.177
It's a whole lot easier to build a house now with a nail gun than it was with a hammer yeah, totally.
00:47:37.177 --> 00:47:42.856
And gun than it was with a hammer?
00:47:42.856 --> 00:47:43.003
Yeah, totally.
00:47:43.003 --> 00:47:43.536
And so that's always been our approach.
00:47:43.489 --> 00:47:44.659
Some people get scared off and say, oh, AI is the future, it's going to replace jobs.
00:47:44.659 --> 00:47:49.974
I don't believe it's going to make jobs efficient and for every job it replaces, it's going to create more jobs.
00:47:49.974 --> 00:47:57.224
Yes, so that part, I think when you embrace AI and it took me a while to embrace AI At first I was like, oh, this is just a fad, it's not.
00:47:57.224 --> 00:47:58.487
You know, this was like last year.
00:47:58.487 --> 00:48:05.315
I'm like no, and then I realized no, it's not a fad, it can, it's the power tool to you know, to help you build something.
00:48:05.416 --> 00:48:13.806
In so many different ways to power tool and thinking, a power tool and creation in certain aspects, videos now are being produced, like you just created that animated video.
00:48:13.806 --> 00:48:17.494
Um, you know, I would say that my experience has also been the same with VAs.
00:48:17.494 --> 00:48:21.001
People are scared of it, they're worried about replacing jobs, but it's the same thing.
00:48:21.001 --> 00:48:27.907
These are two things that are coming together as the fastest growing trends in healthcare to really free people up to do what they're really meant to do.
00:48:27.907 --> 00:48:31.516
And so, as you worked in both of those spaces, what would you say?
00:48:31.516 --> 00:48:34.228
Some of the pros and cons are working with VAs.
00:48:34.327 --> 00:48:37.751
I think the first, again similar to the chat GPT.
00:48:37.751 --> 00:48:39.532
I was always against using VAs.
00:48:39.532 --> 00:48:42.996
I've always been a pro-American laborer.
00:48:42.996 --> 00:48:44.617
I want someone Totally.
00:48:44.617 --> 00:48:45.498
I want them in my office.
00:48:45.498 --> 00:48:46.800
I'm a human.
00:48:46.981 --> 00:48:47.581
In health care.
00:48:47.601 --> 00:49:03.469
Yes, you want eyes to look at eyes, which is one of the reasons why, in our practice, our receptionists do not answer phones, because when a parent brings in their kid and we also we also have the glass.
00:49:03.469 --> 00:49:12.976
If they walk in and you're on the phone or you're behind a piece of glass, you might as well stick your middle finger up at that parent and say what I'm doing is more important than your kid, and so I've always felt that strongly of we have to have that human component, and so that went a lot.
00:49:13.297 --> 00:49:16.148
So I always fought the idea of having a virtual assistant.
00:49:16.148 --> 00:49:24.489
But now, you know, we realized that in our business after the pandemic, you know, even hiring became very challenging.
00:49:24.489 --> 00:49:29.188
Finding someone that wants to work 40 hours a week is not the easiest thing to do.
00:49:29.188 --> 00:49:39.686
And so I got to the point I was like, okay, as much as I love America and I want to hire Sally from across the street to come work at my team for kids, Sally doesn't want to work.
00:49:39.686 --> 00:49:40.646
I'm going for kids, Sally doesn't want to work.
00:49:40.646 --> 00:49:46.835
I'm going to go find someone that does want to work, and no matter they could be, you know, down the road or across an ocean, you know.
00:49:47.074 --> 00:49:49.036
Thanks for tuning into the Willpower Podcast.
00:49:49.036 --> 00:49:59.163
As always, this is Will Humphries, reminding you to lead with love, live on purpose and never give up your freedom.
00:49:59.163 --> 00:49:59.485
Until next time.