• Episode 45: Medical Practice Financial Success with Katie Rhodes of Coal Creek Ledgers
    Aug 19 2025

    In this episode of the Concierge Medical Marketing Podcast, host Steven Schwartz interviews Katie Rhodes, a financial expert specializing in concierge medical and DPC practices. Katie shares her journey into healthcare finance, the importance of having a CFO or fractional CFO, and common financial mistakes made by medical practices. The conversation delves into the critical distinction between cash flow and profit, tools for financial planning, and the value of ongoing financial analysis. Katie emphasizes the need for physicians to understand their numbers and make informed decisions to ensure the success of their practices.Chapters00:00 Introduction to Concierge Medical Practices02:48 Katie's Journey into Healthcare and Finance05:13 Common Financial Mistakes in Concierge Medicine07:42 Understanding Cash Flow vs. Profitability10:48 The Role of a Fractional CFO13:26 Tools for Financial Planning and Growth16:10 Final Thoughts and Resources

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    28 mins
  • Episode 44: Revolutionizing Healthcare Access with Jack Tawil of MedPod
    Aug 16 2025

    SummaryIn this episode of the Concierge Medical Marketing Podcast, host Steve Schwartz interviews Jack Tawil, CEO and chairman of MedPod. Jack shares his journey from healthcare at Walmart to founding MedPod, a company focused on improving healthcare access through innovative technology. The conversation covers the challenges faced in healthcare delivery, the technology behind MedPod, its diagnostic capabilities, and how it can enhance concierge and direct primary care practices. Jack emphasizes the importance of patient-centric care and the potential for MedPod to revolutionize healthcare delivery.Chapters00:00 Introduction to MedPod and Jack Tawil02:38 Jack's Journey from Retail to Healthcare05:33 Founding MedPod: Vision and Challenges08:06 The Technology Behind MedPod11:14 MedPod's Impact on Patient Care13:57 Applications of MedPod in Various Settings16:31 MedPod in Concierge and DPC Practices19:08 Business Models and Opportunities with MedPod21:32 Conclusion and Future of Healthcare with MedPod

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    30 mins
  • Episode 43: Claudia Cometa, Empowering Patients Through Advocacy
    Aug 16 2025

    In this episode of the Concierge Medical Marketing Podcast, host Steven Schwartz interviews Claudia Cometa, a patient advocate and author. Claudia shares her journey into healthcare, emphasizing the importance of patient advocacy and the role of technology in improving patient outcomes. She discusses her new book, 'Patient Empower Thyself,' which aims to shift the paradigm of how patients engage with their healthcare. The conversation highlights practical tips for patients to navigate their healthcare journey effectively. To access her course, use the code CONCIERGE


    00:00 Introduction to Patient Advocacy

    02:44 Claudia's Journey into Healthcare

    05:42 The Role of a Patient Advocate

    08:16 Navigating Healthcare Challenges

    10:51 The Impact of Technology on Patient Advocacy

    13:45 Writing 'Patient Empower Thyself'

    18:31 Conclusion and Resources

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    27 mins
  • Episode 42: DPC Insights from Salveo Direct Care
    Jun 14 2025

    In this episode of the Concierge Medical Marketing Podcast, host Steven Schwartz interviews Drs. Prisiliano and Monica Salas from Salveo Direct Care. They discuss the structure and growth of their direct primary care practice, the importance of marketing and community engagement, and the role of AI in healthcare. The conversation highlights the benefits of membership medicine and how it can lead to better patient outcomes.


    Chapters


    00:00 Introduction to Direct Primary Care

    01:56 Understanding the DPC Model

    03:45 Transitioning from Traditional to Direct Care

    03:45 Advice for New Physicians Considering DPC

    05:40 Marketing Strategies for DPC Practices

    09:46 The Importance of Community Engagement

    13:40 The Role of AI in Modern Medicine

    17:58 Final Thoughts and Future of DPC


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    18 mins
  • Episode 41: Innovative Solutions for Obstructive Sleep Apnea with Dr. Douglas Krohn
    Jun 14 2025

    In this episode of the Concierge Medical Marketing Podcast, host Steven Schwartz interviews Dr. Doug Krohn, founder of Konk Sleep, a telehealth platform designed to streamline the diagnosis and treatment of obstructive sleep apnea. Dr. Krohn shares his journey from being a pediatrician to creating a solution that addresses the pain points of traditional sleep apnea diagnosis and treatment. The conversation covers the serious health risks associated with untreated sleep apnea, the innovative approach of Konk Sleep in reducing diagnosis time, and how concierge and direct primary care practices can collaborate with Konk to enhance patient care. Additionally, Dr. Krohn discusses the marketing strategies employed by Konk Sleep to reach potential patients effectively.


    Chapters


    00:00 Introduction to Concierge Medical Marketing and Dr. Doug Krohn

    02:41 The Journey to Founding Conk Sleep

    05:32 Understanding Obstructive Sleep Apnea

    08:15 Traditional Diagnosis vs. Conk Sleep's Innovative Approach

    11:16 The Patient Experience with Konk Sleep

    14:01 Collaboration with Concierge and Direct Primary Care Practices

    16:34 Marketing Strategies for Konk Sleep

    19:42 Conclusion and Future Directions


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    35 mins
  • Episode 40: Empowering Patients with Cancer Treatment Advocacy with Chad Levitt
    Apr 23 2025

    In this episode of the Concierge Medical Marketing Podcast, Dr. Chad Levitt shares his journey from a traditional oncology practice to founding OnCare MD, a virtual oncology advocacy service. He discusses the importance of patient education, empowerment, and the integration of technology in cancer care. Dr. Levitt emphasizes the need for patients to be informed consumers in their healthcare journey and how his practice aims to fill the gaps in traditional oncology care. The conversation also touches on the potential for growth and collaboration within the healthcare landscape.


    Chapters


    00:00 Introduction to Dr. Chad Levitt

    01:38 Chad's Medical Journey and Specialization

    06:18 The Launch of OnCare MD

    09:55 Patient Engagement and Practice Structure

    18:26 Integrative Oncology and Patient Empowerment

    24:44 Business Model and Collaborative Opportunities

    32:30 The Future of Oncology and Technology

    38:33 Conclusion and Contact Information

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    41 mins
  • Episode 39: Building Better Teams for Better Outcomes with Tina Patel Gunaldo
    Apr 21 2025

    In this episode of the Concierge Medical Marketing Podcast, host Steven Schwartz interviews Tina Patel Gunaldo, founder of Collaborate for Health. Tina shares her journey from physical therapy to focusing on interprofessional collaboration in healthcare. The conversation emphasizes the importance of teamwork in achieving better patient outcomes, the characteristics of high-performing teams, and the role of community in patient care. Tina provides practical advice for small medical practices on building effective teams and highlights the significance of including patients in discussions about their care. The episode concludes with resources for developing high-performing teams in healthcare settings.


    Chapters

    00:00 Introduction to Team Building in Healthcare

    01:37 Tina's Journey: From Physical Therapy to Team Collaboration

    05:48 The Science of Teaming: Knowledge, Skills, and Application

    07:43 Building Healthy Teams in Small Practices

    10:26 30 Characteristics of High-Performing Teams

    16:09 The Importance of Community in Healthcare

    21:41 Understanding Patient No-Show Rates

    27:03 Involving Patients in Team Discussions

    30:37 Creating Effective Communication Pathways

    35:11 Conclusion: The Future of Team-Based Care


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    41 mins
  • Episode 38: Better Care through DPC with Dr. Penni Vachon
    Apr 20 2025

    In this episode of the Concierge Medical Marketing Podcast, host Steven Schwartz interviews Dr. Penni Vachon, a nurse practitioner and owner of DPC Launchpad. Dr. Vachon shares her journey from traditional insurance-based practice to establishing a Direct Primary Care (DPC) model, emphasizing the importance of holistic care and patient relationships. The conversation covers the challenges of transitioning to DPC, marketing strategies, and the significance of mentorship in the DPC community. Dr. Vachon also discusses the recent DPC Launchpad conference, offering insights into the future of healthcare and the growing trend of DPC practices.


    Chapters


    00:00 Introduction to Dr. Penny Vachon

    01:31 Transitioning from Traditional to Direct Primary Care

    05:56 The Benefits of Direct Primary Care

    09:29 Advocacy and Coordination of Care

    10:34 Managing Patient Panels and Complexity

    12:54 Marketing Strategies for Growth

    17:32 Challenges in Starting a DPC Practice

    19:20 DPC Launchpad: Educating Future Practitioners

    24:16 Advice for Aspiring DPC Practitioners

    28:13 Setting Boundaries with Patients

    30:09 Finding Work-Life Balance

    34:00 The Future of Direct Primary Care


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    34 mins