This week, Stephanie Rodin chats with her guest, John Samuels. The two chat about the critical role of healthcare advocacy, the process of guiding clients to the appropriate specialists, and how Wellworth supports individuals navigating complex medical systems.

In this episode, we discuss:

• How Wellworth evaluates client needs

• What sets Wellworth apart

• How Wellworth builds trust when resistance to help appears, often waiting until a safe “fail” encourages acceptance

• The importance of a multidisciplinary team

• Who typically initiates contact

• Why healthcare navigation is essential

John Samuels is the founder and CEO of Wellworth, a national healthcare advisory firm based in New York that serves high-net-worth individuals and family offices. With over two decades of senior leadership experience in the healthcare sector, he brings deep expertise in operations, strategy, and innovation.

Prior to founding Wellworth, John held leadership roles at North Shore LIJ and Mount Sinai Beth Israel, where he developed a nuanced understanding of the healthcare system and the gaps that can compromise patient outcomes.

John is a contributor to Forbes and Crain Currency, where he shares insights at the intersection of health and wealth. He is also deeply committed to community service, a value that shaped his response during the COVID-19 pandemic—an effort that earned him recognition on the Forbes Next 1000 list in 2021.

Website:

//www.wellworthadvisors.com/

Social Media Links:

https://www.linkedin.com/in/john-samuels-4805205/

This week, Stephanie Rodin sits down with William Barrett, CEO of Mandelbaum Barrett PC, to talk about his journey from big law to building a client-focused, entrepreneurial firm. They cover the unique services the law firm offers to healthcare professionals, and the stories and lessons behind Bill’s bestselling books for dental practitioners.

In this episode, you’ll hear:

• How an accidental speaking engagement at a dental trade show led to serving over 2,000 doctors nationwide.

• Why the firm’s 30+ practice areas make it a true full-service platform for both business and personal legal needs—from M&A and real estate to matrimonial and criminal law.

• How the firm’s major expansion over the past 20 years has shaped its client-first approach. What the merger with Stephanie’s practice means for clients looking for deeper resources and expertise. How their “one-stop shop” approach allows clients to handle all legal matters under one roof, making life easier for both corporate and personal legal issues.

About William Barrett

William Barrett is the Chief Executive Officer of Mandelbaum Barrett PC. With over 25 years of experience, he advises companies of all sizes on mergers and acquisitions, contracts, succession planning, executive compensation, and more. In the healthcare sector, he’s nationally recognized for guiding dental and medical practice transitions, including DSOs, MSOs, associate buy-ins, and start-ups.

William is the author of Pain-Free Dental Deals: An Entrepreneurial Dentist’s Guide to Buying, Selling, and Merging Practices and The DSO Decision: Winning Answers from Every Angle and is a sought-after speaker at professional conferences, associations, and universities across the country. Under his leadership, Mandelbaum Barrett PC has grown to over 115 attorneys in 30+ practice areas, ranking among New Jersey’s top 10 largest law firms.

Tune in to hear the strategies, mindset, and real-world stories behind Mandelbaum Barrett PC’s growth — and the lessons any business owner can take away.

Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you about something that I recently went through, which was merging or selling your practice.

In this episode, we discuss:

• Merging or selling your healthcare practice involves careful planning around contracts, employees, ongoing work, and accounts receivable to ensure a smooth transition.

• Start by reviewing all third-party contracts, decide which ones transfer to the buyer, which need cancellation, and check required notice periods or detailed language.

• Evaluate contracts, employees, work in progress, and receivables before starting the process, and time key communications (like informing employees) at the right moment, ideally when a “confirmed deal is in place.”

• Buyers need visibility into both outstanding work and receivables to avoid confusion about who gets paid for which services and when.

Connect with Stephanie:

🌐 www.mblawfirm.com
📧 srodin@mblawfirm.com

Final Thought:

"Learning is a journey from facts to knowledge, on to understanding, and eventually wisdom."

Bio:

Stephanie Rodin is a partner at Mandelbaum Barrett PC, a full-service law firm that has been serving clients since 1930. With decades of collective experience, the firm takes a collaborative and proactive approach to legal counsel, advocating for clients with care, attention, and dedication.

Before joining the firm, Stephanie was the founder and principal of Rodin Legal, P.C., and has been practicing law since 2000. Throughout her career, she has focused extensively on supporting healthcare professionals.

Having grown up in a family of medical and dental practitioners, Stephanie was immersed in the healthcare world from an early age. This unique exposure gave her firsthand insight into the legal and operational challenges faced by medical professionals—experience that continues to inform her legal practice today.

Website: https://www.mblawfirm.com/
LinkedIn: https://www.linkedin.com/in/stephanierodin/