Seminar Agenda


  • Making the shift to a business paradigm
  • Multiple income streams: other sources of revenue
  • Addressing business anxiety: going towards the roar
  • Motivation and confidence: value your product

Start Up and Practice Expansion

  • Eight step method for startup and increasing referrals
  • CAQH
  • Insurance, office space and other considerations
  • Contracts: independent contractor/employee
  • HIPAA basics
  • Business entities
  • Take insurance or not?
  • Content development
  • Apply counseling skills to business
  • Fees: setting and collecting
  • Finances, accounting, and money management
  • Telehealth
  • Break through to the next level

Office Procedures

  • Accessing clients to your practice
  • Documentation and electronic medical records (EMR)
  • Informed Consent – protect you and your client
  • Transfer Plan
  • Psychotherapy notes and clinical records
  • No Surprise Act
  • Office forms
  • Client and insurance billing options
  • Back door method for getting on closed panels

Marketing and Advertising

  • Marketing plan: a two-prong approach
  • Prospecting referral sources
  • Print material: what it communicates
  • Websites
  • Social media
  • Publishing
  • Public speaking, webinars, podcasts, and blogs
  • Cross-pollination of referral sources


I am writing to tell you Thank You!  I attended your workshop last December and am excited to inform you that I have successfully launched my solo practice this past April.  You have really inspired me to bring my dream to fruition. - Angela Solis, LCPC, CADC / Crossroads Counseling Services, LLC

Your program was so informative that since this time I have found a partner and I'm working in my own private practice.  At 27 years old, I am my own BOSS! Thank you so much for your program and insight. - Jodi Province MA, LPC, NCC / Lenoir, NC

I cannot overstate how invaluable the body of work has been to me over the years. After attending one of their workshops, I began to believe that I could open my own practice. After following Norm’s advice and incorporating their methods, I began to thrive.  Recommend is too weak a word.  – Michael K. Pecosh

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Contact Us

calLive Seminar Dates & Locations

LIVE Online Webinar

(not recorded)

December 02 & 03, 2022
9:00 AM · 3:00 PM

LIVE Online Webinar

(not recorded)

February 24 & 25, 2023
9:00 AM · 3:00 PM

In-Person Workshop

June 02 & 03, 2023
9:00 AM · 3:00 PM

In-Person Workshop

September 08 & 09, 2023
9:00 AM · 3:00 PM

LIVE Online Webinar

(not recorded)

December 01 & 02, 2023
9:00 AM · 3:00 PM

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