1. HOWARD BAUMGARTEN LPC MAY 17, 2013 FREEDOM CENTER MONTHLY CO-OP MEETING Effective Strategies for Getting and Keeping Clients © 2013 HB Enterprises LLC

2. The Questions Who am I looking to treat? What services do I provide? Where do I look for populations to serve? Why look there? When is it most appropriate for me to engage in looking for referrals? How do I go about it? © 2013 HB Enterprises LLC

3. Diversification “The act of introducing variety” - Google “A necessary and relevant strategy for gaining, retaining, and maintaining clients” – Howard Baumgarten © 2013 HB Enterprises LLC

4. Networking and Marketing Networking is:  Active, Social, Process Oriented Marketing is:  Passive, Emotional, Content Oriented © 2013 HB Enterprises LLC

5. Networking Where –  Physicians  Psychiatrists  Colleagues  Agencies/Hospitals  Managed Care  Clients  Other Professionals © 2013 HB Enterprises LLC

6. Networking How –  Develop interest in others  See if you can find a way to help  Ask if you can refer clients to them  Be prepared to answer questions about you and your practice  Answer only what is asked  Get contact information  Follow-up and refer! © 2013 HB Enterprises LLC

7. Marketing Practice Announcements Business Cards Flyers Office Sign Managed Care Lists Develop a therapeutic technique card with your information on back © 2013 HB Enterprises LLC

8. Marketing The World Wide Web  Website  Social Media Links  Newsletter  Online Scheduling  Easily Modifiable  Links to Therapy Listings (Psychology Today)  Networkable! TherapySites.com – Use Code: “PromoHB” for a free month Website Hosting and easy site management with many features! © 2013 HB Enterprises LLC

9. Client Retention Strategies Behave ethically and do what is clinically right for the client! Consider session formatting and program development – time and content Tapering the client as they improve Recommend “well check ups” © 2013 HB Enterprises LLC

10. Summary 1. 5W’s and How of Getting and Keeping Clients 2. Diversification 3. Diverse (Networking + Marketing) = Success 4. Retain Clients Responsibly More information: www.smartpracticecentral.com © 2013 HB Enterprises LLC