Podcast
The Business Owner's Journey
Hosted by Nick Berry · EN
We shorten the learning curve of business ownership by bringing on entrepreneurs, leaders, and innovators to share their stories, challenges, leadership practices, and winning strategies.
Welcome to ‘The Business Owner’s Journey', the podcast that’s here to help you navigate your way in the world of business ownership.
Hosted by 20+ year entrepreneur Nick Berry.
Nick interviews entrepreneurs, leaders, and innovators to share their personal stories, challenges, leadership, and strategies from their own business owner’s journey.
Guests like:
Anne McGinty, Nick Nanton, Chase Murdock, Jessica Rhodes, Matt Diggity, John DiJulius, John Jantsch, Roland Gurney, Brett Bartholomew, Kiri Masters, Matt Goebel, Austin Mullins, Dr. Haley Perlus, Kelly Berry, Dana Farber, Steve McFarland, Sara Nay, Scott Fay, Daniel Wakefield, Jessica Yarmey, Shireen Hilal, Vivien Hudson, Anthony Milia, Romi Wallach and Nicole Mastrangelo.
It’s crowdsourced business mentorship in highly concentrated doses.
We’ll cover:
- Strategy
- Leadership
- Ideas & Opportunities
- Best practices
- Tools and resources
- All of the Lessons and experience from our guests
This podcast for the business owners who are driven to grow and improve,
+ Who want realistic and actionable insights.
+ Who understand the immeasurable value in lessons learned from others.
+ And that they’re just one lightbulb moment away from a big breakthrough.
The goal is to shorten your learning curve so you can get out in front of challenges and be prepared for opportunities.
The journey for a business owner is hard. It’s complex, it’s stressful, and can be lonely.
But it can also be exciting, rewarding, and fulfilling, and you don’t have to do it alone.
Take advantage of insights and experiences of other business owners and how they’re navigating their own Business Owner’s Journeys, so you don't have to figure it all out on your own.
Learn from businesses like Diggity Marketing, Duct Tape Marketing, Bobsled Marketing Agency, Treacle Marketing Agency, Moonstone Marketing, Vistage, EOS, John Maxwell Team, Life Intended, Top Tier Headshots, Milia Marketing, The Daily Drip
#SmallBusiness #Entrepreneur #BusinessGrowth #SmallBiz #Startup #BusinessTips #BusinessLessons #BusinessOwner #OnlineBusiness #SmallBusinessOwner
#BusinessMentor #BusinessCoach # BusinessMastermind #GrowthHacking #BusinessSuccess #BusinessLeadership #BusinessStrategy #MarketingStrategy
29episodes
Episodes
Newest firstAll episodes
John Barnes: Why Tax Advice Is Not Financial Advice for Business Owners
6d ago00:39:27Tap to summarizeFull Episode Page: John Barnes: Why Tax Advice Is Not Financial Advice for Business OwnersJohn Barnes is a Certified Financial Planner and the co-founder and CEO of Pendleton Street Business Advisors, an outsourced CFO firm built for entrepreneurs.In this episode, John and host Nick Berry dig into financial planning for business owners: how growth can quietly build you an expensive prison, what to actually do with your business profit, and why the CPA who keeps your taxes low is not the same person who's protecting your future. John explains how personal and business plans lock together like a zipper, why emergency and exit planning come down to two sheets of paper, and the sharp difference between a "correct" answer and the "right" one. This one gets practical, and a little uncomfortable in the best way.You'll hear: -How financial success can quietly turn a good business into an expensive prison-What to do with profit: whether to pay yourself, pay debt, or reinvest-How to link business and personal financial plans so both win-Whether you've done the emergency and exit planning that protects your family-Why tax advice is not financial advice, and how that trap costs owners later-Why we're drowning in "correct" answers but starving for the "right" onesWhere to Find John:-Pendleton Street Business Advisor-John Barnes on LinkedInChapters 00:00 Outgrowing Early Success01:39 Vanity Metrics vs Real Business Profit04:02 Outsourced CFO: Business and Personal Financial Planning08:39 Business Profit: Pay Yourself, Pay Debt, or Reinvest13:09 Excavation and Spouse Alignment15:50 Escaping Urgency Mode21:20 Two Year Financial Planning24:37 Emergency and Succession Planning29:34 Correct vs Right Financial Advice35:59 Why Tax Advice Is Not Financial PlanningBusy but not clear on what actually matters next? Get a free 90-Day Business Growth Roadmap to pinpoint your stage, identify the one priority that unlocks progress, and focus your next 90 days with confidence.Get it here: https://www.nickberry.info/roadmapNew here? Meet Nick Berry: https://www.nickberry.info/aboutThe Business Owner's Journey podcast is where entrepreneurs, leaders, and innovators join entrepreneur Nick Berry to share stories, challenges, and strategies from their journeys as business owners.Nick Berry is an entrepreneur and business advisor, known for creating the Business Alignment System™ and 5 Stages of the Business Owner’s Journey. He offers a (free) personalized 90-Day Business Growth Roadmap telling you exactly where you are today and what specific steps to take next.🟢 Official: NickBerry.info. tBOJ is hosted by Nick Berry, produced by Nick Berry, Kelly Berry & FCG. 🟢 Sponsors: Redesigned.Business, FR, Entrepreneur's Edge
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The Middle Is Gone: 5 Leadership Moves Top Experts Are Making in 2026
3w ago00:17:25Tap to summarizeFull Episode Page: The Middle Is Gone: 5 Leadership Moves Top Experts Are Making in 2026This is a solo episode of The Business Owner's Journey with host Nick Berry, pulling together insights from six Season 3 guests to map out the leadership moves expert business owners need to make right now.Six months into 2026, AI handles average work and expertise is being commoditized faster than ever. The middle 60% of experts can't coast on credentials or effort anymore. Nick pulls clips from Joe Gannon, Dr. Benjamin Hardy, Katelyn Bourgoin, Natasha Walstra, Debbie Oster, and Jordan DiPietro to lay out five leadership moves for expert business owners. If your positioning, content, or value proposition sounds like something AI could generate, you're already invisible to the people who don't know you yet. You'll Hear-Why AI exposed the middle 60% of experts, not replaced them-How radical honesty unlocks every leadership move that follows-What an ownable idea is and why expertise alone won't cut it-Why most experts hide their trophies instead of showing up-How narrowing your audience opens more opportunity, not less-Why the best founders build support systems for harder callsLinks-5 Stages of the Business Owner's Journey-Five Ceilings for Expertise BusinessesFeatured Guests & Episodes-Joe Gannon Episode: AI, Authority and Personal Branding for Founders -Dr. Benjamin Hardy Episode: The Science of Scaling and Why 10x Changes Leadership-Katelyn Bourgoin Episode: Buyer Psychology and the Ownable Idea-Natasha Walstra Episode: Personal Branding and LinkedIn Strategies -Debbie Oster Episode: Messaging Strategy, Marketing Leadership, and Agency-Jordan DiPietro Episode: The 3H Leadership Framework Chapters00:00 Mid-Year 2026 Business Recap01:46 Joe Gannon: The Middle Is Gone and AI's Impact on Expert Businesses02:36 Five Leadership Moves for Expert Business Owners03:06 Dr. Benjamin Hardy: Tell Yourself the Truth04:31 Why Working Harder Won't Move You Up05:05 Katelyn Bourgoin: Build an Ownable Idea09:37 Natasha Walstra: Stop Hiding and Stand Out as an Expert11:07 Debbie Oster: Decide Who You Are Not For14:13 Jordan DiPietro: Don't Go It Alone17:25 One Shift, Five Moves, What's NextThe Business Owner's Journey podcast is where entrepreneurs, leaders, and innovators join entrepreneur Nick Berry to share stories, challenges, and strategies from their journeys as business owners.Nick Berry is an entrepreneur and business advisor, known for creating the Business Alignment System™ and 5 Stages of the Business Owner’s Journey. He offers a (free) personalized 90-Day Business Growth Roadmap telling you exactly where you are today and what specific steps to take next.🟢 Official: NickBerry.info. tBOJ is hosted by Nick Berry, produced by Nick Berry, Kelly Berry & FCG. 🟢 Sponsors: Redesigned.Business, FR, Entrepreneur's Edge
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Shireen Hilal: AI, Trust, and the Boutique Advantage in Professional Services Firm Growth
Jun 200:33:57Tap to summarizeFull Episode Page: Shireen Hilal: AI, Trust and the Boutique Advantage in Professional Services Firm GrowthShireen Hilal is the CEO and founder of Maior Strategic Consulting, where she advises professional services firms on how to grow.Shireen returns for her third appearance on The Business Owner's Journey with Nick Berry. Shireen breaks down how AI is splitting expertise into commodity information and high-value judgment, why boutique and mid-market firms have a real window right now, and why chasing best practices gets you average results. She also gets into what hiring looks like for a small consulting team and why being cheap with good people has never built a great firm.You'll Hear:-Why almost no firm asks clients if the work was actually useful-How AI is splitting expertise into commodity vs. judgment work-Why boutique firms have a structural advantage right now-What "Swiss army knife" hiring means for small teams-Why best practices are a floor, and rarely a ceilingLinks:-Maior Strategic Consulting-Shireen Hilal on LinkedInChapters 00:00 Introduction and Welcome Back 03:12 Why Firms Skip Client Feedback and What It Costs Them 10:45 How AI Is Splitting Expertise into Commodity or Judgment Work 18:30 Why Boutique and Mid-Market Firms Have a Real Window Right Now 26:15 Hiring for Small Business Growth: Swiss Army Knives and the Cost of Cheap Talent 34:00 Why Best Practices Make You Average 40:22 Final Thoughts and Wrap-UpBusy but not clear on what actually matters next? Get a free 90-Day Business Growth Roadmap to pinpoint your stage, identify the one priority that unlocks progress, and focus your next 90 days with confidence.Get it here: https://www.nickberry.info/roadmapNew here? Meet Nick Berry: https://www.nickberry.info/aboutThe Business Owner's Journey podcast is where entrepreneurs, leaders, and innovators join entrepreneur Nick Berry to share stories, challenges, and strategies from their journeys as business owners.Nick Berry is an entrepreneur and business advisor, known for creating the Business Alignment System™ and 5 Stages of the Business Owner’s Journey. He offers a (free) personalized 90-Day Business Growth Roadmap telling you exactly where you are today and what specific steps to take next.🟢 Official: NickBerry.info. tBOJ is hosted by Nick Berry, produced by Nick Berry, Kelly Berry & FCG. 🟢 Sponsors: Redesigned.Business, FR, Entrepreneur's Edge
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Katelyn Bourgoin: Buyer Psychology and the Ownable Idea That Grows an Expert Business
May 1900:33:08Tap to summarizeFull Episode Page: Katelyn Bourgoin: Buyer Psychology and the Ownable Idea That Grows an Expert BusinessKatelyn Bourgoin is a buyer psychology expert and founder of Why We Buy.In this episode, Katelyn joins host Nick Berry to explore how customer research, positioning, and a brainware business model help expert entrepreneurs outpace market shifts. She breaks down how to package a revelatory, ownable idea and turn research into messaging that converts. Katelyn also pressure-tests Nick's Parallel Process framework, showing how to sharpen a narrative buyers immediately understand and share. You’ll Hear-How buyer psychology reveals shifts before competitors.-What makes an idea ownable and memorable.-When to replace courses with a brainware model.-How to turn research into revenue-driving messaging.-Best ways to position expert entrepreneurs to lead.-How to craft sticky, spreadable narratives.-Whether to co-create outcomes with clients.-Worst pitfall: isolating and echoing industry jargon.Links-Why We Buy by Katelyn Bourgoin-Be Unignorable-Katelyn on LinkedIn-Katelyn on XChapters00:00 Katelyn Bourgoin's Entrepreneurial Journey03:32 Navigating Pivots and Failures05:38 The Future of Service-Based Businesses08:18 Building a Brainware Business Model10:52 Messaging Strategy for Consultants13:22 Positioning for Expert Entrepreneurs16:16 Finding and Framing an Ownable Idea18:46 Revelatory Messaging and Buyer Psychology21:21 Parallel Process and Expertise Business Growth24:02 The Evolution of UnignorableBusy but not clear on what actually matters next? Get a free 90-Day Business Growth Roadmap to pinpoint your stage, identify the one priority that unlocks progress, and focus your next 90 days with confidence.Get it here: https://www.nickberry.info/roadmapNew here? Meet Nick Berry: https://www.nickberry.info/aboutThe Business Owner's Journey podcast is where entrepreneurs, leaders, and innovators join entrepreneur Nick Berry to share stories, challenges, and strategies from their journeys as business owners.Nick Berry is an entrepreneur and business advisor, known for creating the Business Alignment System™ and 5 Stages of the Business Owner’s Journey. He offers a (free) personalized 90-Day Business Growth Roadmap telling you exactly where you are today and what specific steps to take next.🟢 Official: NickBerry.info. tBOJ is hosted by Nick Berry, produced by Nick Berry, Kelly Berry & FCG. 🟢 Sponsors: Redesigned.Business, FR, Entrepreneur's Edge
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Joe Gannon: AI, Authority and Personal Branding for Founders Who Have Something to Say
May 500:46:07Tap to summarizeFull Episode Page: Joe Gannon: AI, Authority and Personal Branding for Founders Who Have Something to SayJoe Gannon is a personal brand strategist and founder of Amplify known for authority-driven content systems for top founders and creators.Host Nick Berry and Joe cover the audience path vs leads path, AI's role in personal branding, and the StrateTree framework. Joe built content engines for Ali Abdaal, Chris Williamson, Jordan Peterson, Sahil Bloom, and Greg Isenberg. He breaks down how to map content to a buyer journey and build authority that converts. You’ll Learn - Choose your path: audience or leads -Map content backward from the sale to earn trust-Win with bottom-of-funnel proof-Pick one platform and format using an effort-impact lens-Use AI to accelerate your voiceLinks-Joe Gannon’s Website-Joe on LinkedIn-Joe on YouTube-Amplify website Chapters00:00 Intro: Joe Gannon's personal brand client list02:30 Enthusiasm, results, and earning trust03:22 Engineering serendipity through personal branding06:40 Should every business owner build a personal brand?07:34 Audience path vs leads path for founders09:01 Aligning content strategy with business objectives12:43 AI and personal branding: the middle is gone17:54 The effort-impact matrix for content creation20:28 Why follower count is a misleading metric22:01 Leveraging AI for authority-driven content30:10 The StrateTree framework for founder positioning38:00 Bottom-of-funnel content and social proofBusy but not clear on what actually matters next? Get a free 90-Day Business Growth Roadmap to pinpoint your stage, identify the one priority that unlocks progress, and focus your next 90 days with confidence.Get it here: https://www.nickberry.info/roadmapNew here? Meet Nick Berry: https://www.nickberry.info/aboutThe Business Owner's Journey podcast is where entrepreneurs, leaders, and innovators join entrepreneur Nick Berry to share stories, challenges, and strategies from their journeys as business owners.Nick Berry is an entrepreneur and business advisor, known for creating the Business Alignment System™ and 5 Stages of the Business Owner’s Journey. He offers a (free) personalized 90-Day Business Growth Roadmap telling you exactly where you are today and what specific steps to take next.🟢 Official: NickBerry.info. tBOJ is hosted by Nick Berry, produced by Nick Berry, Kelly Berry & FCG. 🟢 Sponsors: Redesigned.Business, FR, Entrepreneur's Edge
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Ryan Page: How a Financial Operating System Replaces Gut Decisions with Real Agency Profitability
Apr 2100:29:01Tap to summarizeFull Episode Page: Ryan Page: How a Financial Operating System Replaces Gut Decisions with Real Agency ProfitabilityRyan Page is a CPA and founder of Backpocket CPA.Host Nick Berry and Ryan Page dig into the Backpocket Operating System, a practical financial operating system for agency financial management. They cover fractional CFO for agencies vs. agency bookkeeping, a 90-day cash flow forecast, and why gross margin for agencies beats vanity metrics. How unit economics drive accountability, how financial clarity unlocks agency profitability, and when a fractional CFO vs bookkeeper makes sense.You’ll hear-Shift from gut calls to a financial operating system-Measure gross margin and set sustainable targets-Build a simple 90-day cash flow forecast-Know when to hire a fractional CFO vs bookkeeper-Push margin ownership to division leadersLinks-Backpocket CPA-Free 90-day Cash Flow Forecast Template-Ryan Page on LinkedIn-Ryan Page on Instagram-Building Your Finance Strategy Team GuideChapters01:21 Financial Clarity for Business Owners: A Mindset Shift04:07 The Financial Operating System Explained05:35 Why Gross Margin for Agencies Beats Top-Line Revenue08:40 Integrating Agency Bookkeeping into Operations12:11 Financial Ownership and Unit Economics for Agencies14:53 Common Agency Financial Management Pain Points16:02 Back Pocket Operating System Four-Step Framework18:50 Cash Flow Forecast and Fractional CFO Impact23:37 Overcoming "We're Not Ready"Busy but not clear on what actually matters next? Get a free 90-Day Business Growth Roadmap to pinpoint your stage, identify the one priority that unlocks progress, and focus your next 90 days with confidence.Get it here: https://www.nickberry.info/roadmapNew here? Meet Nick Berry: https://www.nickberry.info/aboutThe Business Owner's Journey podcast is where entrepreneurs, leaders, and innovators join entrepreneur Nick Berry to share stories, challenges, and strategies from their journeys as business owners.Nick Berry is an entrepreneur and business advisor, known for creating the Business Alignment System™ and 5 Stages of the Business Owner’s Journey. He offers a (free) personalized 90-Day Business Growth Roadmap telling you exactly where you are today and what specific steps to take next.🟢 Official: NickBerry.info. tBOJ is hosted by Nick Berry, produced by Nick Berry, Kelly Berry & FCG. 🟢 Sponsors: Redesigned.Business, FR, Entrepreneur's Edge
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Jay McCauley: Claude Cowork, Software for One, Ship Ugly, and Fractional Tech Partners
Apr 700:24:06Tap to summarizeFull Episode Page: Jay McCauley: Claude Cowork, Software for One, Ship Ugly, and Fractional Tech PartnersJay McCauley is a fractional tech partner helping non-technical founders scale with confidence.In this episode, Jay joins host Nick Berry to demystify Claude and AI tools for business owners while showing how a fractional tech partner helps founders buy back time. They unpack when to DIY with Claude Cowork or Claude Code versus hiring help, why software for one beats bloated subscriptions, and how done-for-you vs done-with-you changes outcomes. Jay shares practical guardrails for automation, a simple rule for deciding when to call a pro, and the ship ugly mindset that prevents costly builds in a vacuum. If you want leverage without tech headaches, this is a pragmatic playbook for focus, speed, and impact.You’ll Hear-How to decide DIY with Claude or hire a pro-Why software for one slashes SaaS bloat-When to ship ugly and get fast feedback-How founders buy back time with a tech partner-Worst pitfall: building in a vacuum-When done-with-you beats done-for-you-What to automate first for quick winsLinks- Jay McCauley’s Personal Website- Jay McCauley on LinkedIn- Watch the episode on YoutubeChapters00:00 What a Fractional Tech Partner Does for Non-Technical Founders02:58 Real Client Projects: AI Tools for Business Owners06:40 Why Ship Ugly Beats Building in a Vacuum09:58 Claude Cowork and Buying Back Time13:26 Software for One: Stop Overpaying for Tools15:42 Low-Hanging Fruit Wins with Claude Cowork18:17 Done-with-You: Empowering Founders Through AI EducationBusy but not clear on what actually matters next? Get a free 90-Day Business Growth Roadmap to pinpoint your stage, identify the one priority that unlocks progress, and focus your next 90 days with confidence.Get it here: https://www.nickberry.info/roadmapNew here? Meet Nick Berry: https://www.nickberry.info/aboutThe Business Owner's Journey podcast is where entrepreneurs, leaders, and innovators join entrepreneur Nick Berry to share stories, challenges, and strategies from their journeys as business owners.Nick Berry is an entrepreneur and business advisor, known for creating the Business Alignment System™ and 5 Stages of the Business Owner’s Journey. He offers a (free) personalized 90-Day Business Growth Roadmap telling you exactly where you are today and what specific steps to take next.🟢 Official: NickBerry.info. tBOJ is hosted by Nick Berry, produced by Nick Berry, Kelly Berry & FCG. 🟢 Sponsors: Redesigned.Business, FR, Entrepreneur's Edge
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Jordan DiPietro: The 3H Leadership Framework and Why Every Founder Needs a Coach
Mar 2400:41:09Tap to summarizeFull Episode Page: Jordan DiPietro: The 3H Leadership Framework and Why Every Founder Needs a CoachJordan DiPietro is a former CEO of Hampton and The Hustle and a founder coach advising CEOs scaling companies. Host Nick Berry explores founder coaching and leadership with Jordan DiPietro. He explains his 3H Leadership Framework and Three Signals diagnostic self, team, model for scaling founder led companies without burnout. Drawing on lessons from Motley Fool and HubSpot, Jordan shows how pattern recognition, hiring A players, and delegation help CEOs shift from grind to leverage. You'll hear-How 3H unites high standards with real care-When to diagnose issues as self, team, or model-How to hire and keep A players -How to delegate without losing quality-What pattern recognition saves in time and pain-How to prep a founder to CEO transition Links- Jordan DiPietro Personal Website- Jordan on LinkedIn- Jordan on X- Signal // Noise newsletterChapters03:46 Autonomy and Founder Burnout 06:18 When to Make a CEO Transition 08:37 Accountability and Self-Awareness for Founders 11:29 Balancing Professional and Personal Goals 14:00 Pattern Recognition in Business 17:02 3 Signals Diagnostic for Founder-Led Companies 22:02 The 3H Leadership Framework 33:17 Why Every Founder Needs a Coach 36:44 Founder Handoff and CEO Transition Busy but not clear on what actually matters next? Get a free 90-Day Business Growth Roadmap to pinpoint your stage, identify the one priority that unlocks progress, and focus your next 90 days with confidence.Get it here: https://www.nickberry.info/roadmapNew here? Meet Nick Berry: https://www.nickberry.info/aboutThe Business Owner's Journey podcast is where entrepreneurs, leaders, and innovators join entrepreneur Nick Berry to share stories, challenges, and strategies from their journeys as business owners.Nick Berry is an entrepreneur and business advisor, known for creating the Business Alignment System™ and 5 Stages of the Business Owner’s Journey. He offers a (free) personalized 90-Day Business Growth Roadmap telling you exactly where you are today and what specific steps to take next.🟢 Official: NickBerry.info. tBOJ is hosted by Nick Berry, produced by Nick Berry, Kelly Berry & FCG. 🟢 Sponsors: Redesigned.Business, FR, Entrepreneur's Edge
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Debbie Oster: Messaging Strategy, Marketing Leadership, and Agency
Mar 1000:36:19Tap to summarizeFull Episode Page: Debbie Oster: Messaging Strategy, Marketing Leadership, and AgencyDebbie Oster is a messaging and marketing strategist who helps growth-stage B2B and service firms clarify audience and positioning.Host Nick Berry and Debbie Oster unpack why many owners treat marketing like an execution problem instead of a leadership one. They explore how executive decision-making shapes messaging strategy, why a focused ideal client profile accelerates B2B marketing strategy, and how brand messaging and positioning strategy align teams. You will hear how to decide who you serve and who you do not, avoid fear-based growth-stage marketing, build consistency that compounds, and why she runs a senior-led consultancy rather than a scale-first agency.You'll hear-How executive choices shape messaging and results-Why ideal client profiles focus spend and speed sales-What to put in a brand messaging playbook that sticks-How to align leadership, marketing, and sales weekly-When to say no to channels that dilute positioning-Best way to reduce guesswork with clear, shared metrics-Whether fear or strategy drives growth-stage planning-How a senior-led model sharpens strategy and deliveryLinks-Debbie Oster’s website-Debbie on LinkedInChapters00:00 Messaging Strategy Mindset Shift03:21 Executive Decision-Making and Marketing Strategy08:07 Building a B2B Marketing Strategy Framework13:14 Symptoms of Weak Marketing Alignment18:08 Debbie’s Business and Leadership Shift23:01 Agency, Intentionality, and Marketing Leadership24:37 Messaging Strategy Resources and Next StepsBusy but not clear on what actually matters next? Get a free 90-Day Business Growth Roadmap to pinpoint your stage, identify the one priority that unlocks progress, and focus your next 90 days with confidence.Get it here: https://www.nickberry.info/roadmapNew here? Meet Nick Berry: https://www.nickberry.info/aboutThe Business Owner's Journey podcast is where entrepreneurs, leaders, and innovators join entrepreneur Nick Berry to share stories, challenges, and strategies from their journeys as business owners.Nick Berry is an entrepreneur and business advisor, known for creating the Business Alignment System™ and 5 Stages of the Business Owner’s Journey. He offers a (free) personalized 90-Day Business Growth Roadmap telling you exactly where you are today and what specific steps to take next.🟢 Official: NickBerry.info. tBOJ is hosted by Nick Berry, produced by Nick Berry, Kelly Berry & FCG. 🟢 Sponsors: Redesigned.Business, FR, Entrepreneur's Edge
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Josh Fertel: Revenue Cycle Management That Drives Private Practice Growth
Feb 2400:28:23Tap to summarizeFull Episode Page: Josh Fertel: Revenue Cycle Management That Drives Private Practice GrowthJosh Fertel is a healthcare revenue cycle management expert known for helping private practices grow.In this conversation, Josh joins host Nick Berry to reveal how revenue cycle management is the engine of medical practice profitability. He breaks down common cash flow blind spots, practical billing fixes, and training that increases patient responsibility collections. Josh shares how AI with EHR can surface billable care opportunities and previews Forward EHR, positioned as a free, growth-focused tool. You’ll Hear -How RCM choices drive or stall private practice growth-What reports reveal real receivables vs assumptions-Best ways to train front desk to collect patient dues-When AI plus EHR can flag billable care in real time-How simple dashboards focus teams on cash flow-Why trust-first partners reduce churn and raise profitLinks-J3 Revenue Cycle Management-Josh Fertel on LinkedInChapters00:00 From Career Reinvention to Revenue Cycle Management03:00 Identifying Private Practice Growth Opportunities05:39 Medical Billing Optimization and Cash Flow Realities08:17 AI in Healthcare and Electronic Health Records EHR Innovation10:54 Revenue Cycle Management Business Model Explained13:04 Increasing Medical Practice Profitability15:24 Communication in Healthcare Billing Services17:49 Trust, Partnerships, and Patient Responsibility Collections20:33 Lessons on Practice Management for PhysiciansBusy but not clear on what actually matters next? Get a free 90-Day Business Growth Roadmap to pinpoint your stage, identify the one priority that unlocks progress, and focus your next 90 days with confidence.Get it here: https://www.nickberry.info/roadmapNew here? Meet Nick Berry: https://www.nickberry.info/aboutThe Business Owner's Journey podcast is where entrepreneurs, leaders, and innovators join entrepreneur Nick Berry to share stories, challenges, and strategies from their journeys as business owners.Nick Berry is an entrepreneur and business advisor, known for creating the Business Alignment System™ and 5 Stages of the Business Owner’s Journey. He offers a (free) personalized 90-Day Business Growth Roadmap telling you exactly where you are today and what specific steps to take next.🟢 Official: NickBerry.info. tBOJ is hosted by Nick Berry, produced by Nick Berry, Kelly Berry & FCG. 🟢 Sponsors: Redesigned.Business, FR, Entrepreneur's Edge
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