Concierge Medical Marketing Podcast

A California doctor whose insurance-based practice was offered $150,000 to $200,000 for sale saw its value soar to nearly $6 million three years after converting to a membership model, despite seeing 85% fewer patients. Tom Blue, Co-founder of Ovation Lab, explains on the Concierge Medical Marketing Podcast that this illustrates how membership practices become valuable, recurring revenue assets. He details why retention rate is an investor's number one concern, not growth, and how every new dollar of earnings can add five or six dollars to a practice's purchase price. Discover how optimizing your pricing and leveraging health assessment assets you don't own can further fortify your practice for a lucrative future sale. Chapters 00:00:00 - Introduction 00:00:38 - Early Career in Concierge Medicine: Setting Up the First Practice 00:05:01 - The Medical Time Machine: Compressing the Translational Gap in Medicine 00:06:24 - Tom Blue's Background and Journey into Healthcare Entrepreneurship 00:09:33 - Ovation Lab: Curating and Supporting Next-Generation Healthcare 00:15:57 - Maximizing Practice Value: What Investors Look For in Concierge Practices 00:25:52 - Digital Marketing Strategies for Concierge Practices 00:33:39 - The Patient Acquisition Pyramid 00:40:18 - Contact Information and Final Thoughts

This podcast episode features an interview with Cole Kirschner, CEO and founder of AgeRate, discussing their at-home blood test that measures biological age through epigenetic analysis. Designed for concierge and direct primary care practices, the test helps patients track and optimize their aging process by providing insights into chronic inflammation, metabolic, and immune health, beyond just their chronological age. Practices can use AgeRate to improve patient retention through follow-up testing, quantify the effectiveness of their longevity programs, differentiate their services, and generate income, with a convenient consignment model for clinics. The discussion also touches on AgeRate's marketing strategies, focusing on B2B outreach to medical practices and their plans for future report expansions, like analyzing marijuana usage impact. 00:00 Introduction to AgeRate and Guest Background 01:09 Cole shares his background and interest in health optimization 02:11 Overview of AgeRate's biological age testing service 03:01 How the blood test measures biological age and its significance 04:28 Results delivery process to practitioners and consumers 05:25 Recommendations and lifestyle changes based on test results 07:07 Chronic inflammation and long-term health insights 10:52 Marketing strategies: digital ads, trade shows, and outreach 22:02 Success stories and real-world outcomes 23:46 Future updates: marijuana and other health insights

In this episode of the Concierge Medical Marketing Podcast, host Steven Schwartz interviews Dr. Tami Singh of Aspire Health Direct Primary Care in Plantation, Florida, about her journey from growing up in New York and South Florida to attending Ross University in Dominica and completing residency at USF. Dr. Singh shares how she moved from physician-owned group practice into DPC after a hospital takeover introduced quotas and administrative burdens that made it harder to practice medicine the way she wanted, prompting her to launch her own membership practice in 2017 with support from her family. She discusses building her patient panel, now full at about 430 patients due to her mix of traditional primary care and functional medicine, adding a partner to help meet demand, and using transparent pricing, in-office support, and AI-assisted EMR tools to improve care. The conversation also covers practical marketing strategies like social media, reviews, chamber involvement, and walking around as a branded “billboard,” along with broader reflections on why DPC and concierge medicine help physicians avoid burnout and give patients more attentive, personalized care.Chapters00:00:24 - Introduction and Welcome 00:01:31 - Dr. Tami Singh’s Background and Education 00:04:20 - First Job, Hospital Takeover, and Discovery of DPC 00:07:31 - Partner, Growth, and Practice Expansion 00:09:41 - Benefits of Membership Medicine and Better Patient Care 00:12:19 - Panel Size and Practice Capacity 00:15:36 - Labs, Imaging, Medications, and Staffing 00:17:02 - Pricing Model and Functional Medicine Visits 00:19:36 - AI, EMR, and the DPC Community 00:21:17 - Marketing Advice: Social Proof, Community, and Reviews 00:25:45 - Tracking Marketing Results and Patient Lifetime Value 00:27:33 - Business Growth, Exit Planning, and Steven’s Story 00:31:58 - Advice for Physicians Considering Membership Medicine 00:34:04 - Closing Remarks and Farewell

In this episode of the Concierge Medical Marketing Podcast, host Steven Schwartz interviews Timothy Brownstone, CEO of Kymira, about the origins and science behind Kymira’s infrared-infused clothing, sleepwear, and bedding designed to support health, recovery, circulation, and sleep. Tim shares his background in science and sports, the university research that led him to develop the technology, and how he launched Kymira to bring the benefits to athletes, patients, and aging populations while navigating different regulatory claims across global markets. He explains how the products work at a biological level, cites peer-reviewed studies supporting benefits such as improved circulation, reduced soreness, faster wound healing, and better sleep, and discusses how medical practices can resell the products through in-office retail, affiliate links, or drop-shipping models. The conversation also covers Kymira’s marketing strategy, the importance of education and word of mouth, customer feedback and returns, and how the company is helping practitioners create an additional revenue stream while improving patient outcomes.00:00:00 - Introduction and Guest Welcome 00:01:43 - Tim Brownstone’s Backstory 00:02:33 - Education and Scientific Background 00:03:37 - Founding Kymira and the Third Path 00:06:58 - Kymira’s Medical and Athletic Impact 00:07:30 - Origin of the Kymira Name 00:08:47 - Clinical Benefits and Regulatory Differences 00:11:30 - How Kymira Technology Works 00:14:45 - Getting in Touch with Tim and Kymira 00:15:51 - How Medical Practitioners Can Resell Kymira 00:21:49 - Marketing Strategies for Kymira 00:28:51 - Kymira’s Affiliate Referral Program 00:30:47 - Return Policy and Product Guarantees 00:32:50 - Product Line Overview and Sleep Benefits 00:36:33 - Doubling Up with Sheets and Pajamas 00:38:06 - Future Distribution Ideas and Wrap-Up 00:39:24 - Helping Membership Medical Practices Grow 00:42:38 - Final Thoughts and Closing Remarks

In this episode of the Concierge Medical Marketing Podcast, host Steven Schwartz interviews Adam Southam, founder of Food for Health, who discusses the concept of using food as medicine to improve health outcomes. Adam shares his personal journey of health transformation through dietary changes and how this inspired him to create the GoNo app, which helps users make informed food choices based on their individual health conditions. The conversation also covers the app's functionality, its benefits for medical practitioners, and the potential for improving patient engagement and health outcomes. 00:00 Introduction to Food as Medicine 02:29 Adam's Journey: From Problem Child to Entrepreneur 04:46 The Impact of Food on Health 07:09 The GoNo App: Personalized Nutrition Guidance 09:32 Understanding Efficacy and Clinical Evidence 12:29 Behavioral Insights in Food Choices 16:26 Collaboration with Concierge Doctors 19:46 Monetizing Health: Revenue for Practices 23:14 Patient Data and Privacy 26:27 Conclusion and Future Directions

Starting a concierge or direct primary care practice?Understanding medical malpractice insurance is critical — and many physicians get this wrong.In this episode of the Concierge Medical Marketing Podcast, Steven Schwarz interviews Jennifer Wiggins, CEO of Aegis Malpractice Solutions, to break down everything physicians need to know before choosing a malpractice policy.🚀 What You’ll Learn in This Episode✔ The difference between occurrence vs claims-made insurance✔ What tail insurance is (and why it can cost thousands)✔ How to avoid unexpected malpractice costs when leaving a job✔ Why concierge & DPC doctors often pay LOWER premiums✔ How to choose the right malpractice coverage for your practice✔ Common mistakes physicians make when buying insurance💡 Key Concepts Explained1️⃣ Occurrence vs Claims-Made InsuranceOccurrence Policy → Covers incidents when they happenClaims-Made Policy → Covers when a claim is filedEach has different pricing, risks, and long-term implications.2️⃣ Tail Insurance (Critical!)If you have a claims-made policy, you may need tail coverage when you leave a job or close your practice.💰 Typical cost:• ~1.5x to 2x your annual premiumThis is one of the biggest surprises for physicians.3️⃣ Discounts for Concierge & DPC DoctorsConcierge and DPC physicians often:✔ Spend more time with patients✔ Have better relationships✔ Face fewer lawsuitsBecause of this, many insurers now offer discounted malpractice rates.⏱ Chapters 00:00 Introduction 00:24 Meet Jennifer Wiggins (Aegis Malpractice Solutions) 01:00 How Jennifer Got Started in Medical Malpractice 04:05 Why She Started Her Own Brokerage 06:05 Occurrence vs Claims-Made Explained 09:30 What is Tail Insurance? 11:20 Tail Coverage When Retiring 13:30 Statute of Limitations & Risks 16:15 Cost of Tail Insurance 19:10 How the Quote Process Works 21:40 Timeline to Get Coverage 24:26 Discounts for Concierge Doctors 26:18 Why Specialization Matters in Insurance Brokers 26:58 How to Contact Jennifer

What would you do if your clinic was about to go bankrupt? In this episode of the Concierge Medical Marketing Podcast, Steven Schwartz interviews Amanda Price, a nurse practitioner and owner of Faith Family Medical, who shares her powerful journey from financial struggle to building a thriving Direct Primary Care (DPC) practice. Amanda opens up about: Nearly losing her clinic after 16 years in an insurance-based model The moment that changed everything How she transitioned to DPC in just a few months The marketing strategies that helped her grow fast Why patients are choosing DPC over traditional healthcare If you're a healthcare provider, entrepreneur, or curious about Direct Primary Care, this episode is packed with real-world insights and inspiration. 🔗 Learn more about Amanda Price: https://faithfamilymedical.com 🔗 Free Digital Marketing Guide: https://conciergemd.marketing 🔗 Join Maddy AI Community: https://cmmkg.com/JustAskMaddy 🔗 Book a Strategy Call: https://cmmkg.com/schedule ⏱️ Timestamps: 00:00 Introduction 00:40 Amanda’s background & journey into medicine 04:55 Insurance model struggles 06:24 Near bankruptcy & turning point 09:55 Discovering Direct Primary Care (DPC) 13:58 Transitioning patients to DPC 16:20 Why DPC is better 18:30 Chronic Lyme discovery 21:43 Building a clinic team 22:58 Employer partnerships 27:02 Future of DPC 30:14 Advice for starting 34:42 DPC community 39:39 AI marketing tools 46:21 Final advice #DPC #DirectPrimaryCare #HealthcareBusiness #MedicalMarketing #NursePractitioner

In this episode, Dr. Roger Moczygemba shares his journey from Navy family medicine to pioneering telemedicine and establishing a successful Direct Primary Care (DPC) practice in San Antonio. Discover insights on building a DPC practice, working with employer groups, marketing strategies, and the future of AI in healthcare. Chapters 00:00 Introduction to Dr. Roger Moczygemba 01:57 Journey to Direct Primary Care 04:27 The DPC Model and Employer Focus 08:51 Navigating Insurance and DPC 12:26 Marketing Strategies for DPC Practices 16:09 Growth and Future of Direct Med Clinic 17:42 Advice for Aspiring DPC Practitioners 21:28 The Role of AI in Healthcare 26:46 Conclusion and Final Thoughts

Summary In this episode of the Concierge Medical Marketing Podcast, host Stephen Schwartz interviews Dr. Grant Antoine from Viome, a company focused on precision health through RNA testing. Dr. Antoine discusses his background in integrative medicine and the innovative work Viome is doing to personalize health recommendations based on microbiome activity. The conversation covers the importance of early detection and prevention in health care, the role of RNA in understanding health risks, and how personalized nutrition can optimize health outcomes. Dr. Antoine emphasizes the need for targeted supplementation and the unique insights provided by Viome's Precision Health Pro test. Chapters 00:00 Introduction to Viome and Dr. Grant Antoine 03:43 Understanding Precision Health Pro 08:45 The Importance of RNA in Health 14:20 Personalized Nutrition and Supplementation

In this episode, Steven Schwartz interviews Alina Trigubenko, CEO of Profi, about how their platform streamlines program delivery, patient engagement, and operational efficiency for concierge and direct primary care practices. They discuss the platform's features, integrations, HIPAA compliance, and future AI enhancements, providing valuable insights for healthcare providers looking to optimize their practice management. 00:00 Introduction to Profi and Its Mission 02:41 Understanding Program Delivery and Patient Engagement 05:16 Streamlining Administrative Tasks for Practitioners 07:57 Enhancing Patient Experience and Engagement 10:34 Integration and Compliance in Healthcare 13:29 Future Developments and AI Integration in Profi 16:12 Conclusion and Resources for Practitioners

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.Chapters 00:00 Introduction to Concierge Medical Practices 02:48 Katie's Journey into Healthcare and Finance 05:13 Common Financial Mistakes in Concierge Medicine 07:42 Understanding Cash Flow vs. Profitability 10:48 The Role of a Fractional CFO 13:26 Tools for Financial Planning and Growth 16:10 Final Thoughts and Resources

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

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

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

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

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

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

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

In this episode of the Concierge Medical Marketing Podcast, host Steven Schwartz interviews Andrea Sebaihi, an expert in providing medication access and affordability for concierge medical and Direct Primary Care (DPC) practices through ManifestRx. They discuss how ManifestRx operates, the benefits it offers to both practices and patients, and share success stories of how it has positively impacted DPC practices. The conversation also touches on marketing strategies for growth in the healthcare sector and concludes with insights on supporting practices in their mission to improve healthcare delivery. Chapters 00:00 Introduction to Concierge Medical Practices 03:23 Understanding ManifestRx and Its Benefits 06:30 The Role of Medications in DPC Practices 09:22 Success Stories and Impact on Practices 12:28 Marketing Strategies for Growth 15:12 Conclusion and Final Thoughts

In this episode of the Concierge Medical Marketing Podcast, host Steven Schwartz interviews Dr. Ashley Pendrick, a pharmacist and consultant specializing in the integration of pharmacists into concierge and direct primary care practices. They discuss the benefits of having pharmacists on the healthcare team, including improved patient care, cost savings, and reduced physician burnout. Dr. Pendrick shares insights on how pharmacists can enhance medication management, educate patients, and ultimately lead to better health outcomes. The conversation also touches on the future of concierge medicine and the growing demand for personalized healthcare solutions. Chapters 00:00 Introduction to Concierge Medicine and Pharmacists' Role 03:20 The Impact of Pharmacists in Direct Primary Care 06:23 Financial Benefits of Integrating Pharmacists 09:29 Future of Direct Primary Care and Concierge Medicine 12:04 Building Relationships in Healthcare 15:17 Conclusion and Resources for Physicians and Pharmacists