Hi there! I'm a financial planner for therapists! I help therapists navigate every element of their financial lives and make financial decisions with ease and confidence – both in your practice and your personal life.
You probably don’t have time for this
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Hi Reader, If you’re a practice owner (or self-employed in any way), I’m guessing this sounds familiar: “I don’t really have time for a conference.” “The money feels hard to justify.” “I’m not sure the ROI is actually there.” I have that same reaction all the time. Getting on a plane. ✈️ Staying in a hotel. 🏨 Stepping away from work that already feels endless. 😥 It almost never feels like the right time. And yet — some of the most meaningful insights I’ve had about my business never would have happened if I’d stayed in my usual environment. You have to physically leave your little world to see it differently. Conferences (at their best) aren’t about tactics or productivity hacks. They’re about:
Does every conference lead to a breakthrough? No. But if you never step out, you dramatically reduce the chances that those ideas ever show up at all. Which brings me to why I’m writing. 📝 In a couple weeks, I’ll be in Chicago for the Group Practice Scaling Summit (February 26–27), just outside the city in Oak Park. I’m a sponsor this year, and I’ll be there throughout the event for conversations, implementation, and real-world problem solving. A few things I genuinely like about this summit:
Chicago is easy to get to, flights are surprisingly affordable right now, and it’s a great city to spend a couple days in (I lived there for 11 years). But the bigger point isn’t really about this conference. It’s this question: How are you going to get yourself out of your day-to-day world this year to do bigger-picture thinking? 🤔 If this event is the right fit, great. If not, I hope you find something else that creates that same disruption. There is never a perfect time. There is almost always resistance. And there is often surprising ROI on the other side. 📈 If you’re a group practice owner looking to scale and want to learn more about the summit, you can check out the details and grab a ticket here: 👉 Group Practice Scaling Summit Info + Tickets And regardless — I hope you find a way to invest in yourself this year, even (especially?) when it feels inconvenient. Best, |
David W. Frank
Hi there! I'm a financial planner for therapists! I help therapists navigate every element of their financial lives and make financial decisions with ease and confidence – both in your practice and your personal life.
Hello Reader, This time of year, one of the main things I’m doing with clients is reviewing last year’s numbers — and then making a rough estimate of income for the year ahead. And it’s a good reminder of something simple but important. When people think about financial planning, they often imagine sophisticated strategies, advanced investing knowledge, or financial “magic.” Some of that can help. But real progress starts with the basics. It starts with understanding your income. If you’re a...
Hello Reader, If you’re getting this email and thinking, “Wait… who is this person and why are they in my inbox?” — totally fair. You did actually sign up for my newsletter. It’s just been a really long time since I last sent one. (April of last year, to be exact.) Life got busy. Work got busy. I got distracted. And even though I genuinely like writing these emails, the longer I put it off, the bigger it became in my head. More expectations, more pressure… and more reasons not to hit send. At...
Hi Reader! I’m not particularly troubled by recent developments in the stock market. And chances are, you shouldn’t be either. To be clear, I AM troubled by much of what the Trump Administration has done, including its unhinged trade “policy.” My personal views notwithstanding, market performance over the past few days isn’t all that unusual. I don’t think it’s accurate (or helpful) to call the stock market reaction a “plunge.” I’m not sure current events are particularly unprecedented....