Ask Joe: What should I have set up when starting a private practice? | PoP 724

Image of Joe Sanok is captured. On this therapist podcast, Joe Sanok, podcaster, consultant and author, talk about what you should have to set up a private practice.

Why should you consider pursuing further certifications? What are the three essential foundations you need to create in your new practice? What does a successful marketing strategy look like for a new counseling business?

In this podcast episode, Joe Sanok speaks about what you need to have set up when starting your private practice.

Podcast Sponsor: Noble

A an image of Noble Health is captured. Noble Health is the podcast sponsor to Practice of the Practice, a therapist podcast.

According to a scientific brief released by the World Health Organization, between 2020-2021, global prevalence of anxiety and depression increased by a massive 25%. As a mental health professional, you have likely seen the effects of the pandemic and events of the past few years on your clients.

With the great need for both anxiety and depression support in mind, our friends at Noble just launched Roadmaps on Anxiety and Depression that offers your clients the education and tools they need between sessions to begin to take the steps necessary to reduce their symptoms. Noble makes powerful therapy simple with their app that offers research-backed, automated, between-session support for clients, assessments, messaging, and more. Learn more and join for free at

In This Podcast

  • Marketing
  • Operations
  • Clinical work


At the very beginning of your new practice, you need to:

  • Define your business avatar
  • Build out your website and blog content
  • Create a content plan for each quarter

Once you get the website, then it’s picking or maybe two social media outlets to double down on. If your clients are on Facebook, go on Facebook… put a lot of effort into one or two social media outlets. (Joe Sanok)

  • Optimize your SEO
  • Network your practice in the community


In most states, this is going to be an LLC or PLLC, and in some states, they require an S Corp, so you want to make sure that you chat with a local attorney who understands your state’s laws. (Joe Sanok)

Get in touch with a good local attorney to discuss the logistics of launching a new practice.

Lay a solid foundation for your practice by registering it correctly from the get-go. This also helps you by creating a protective legal separation that distinguishes you from the practice so that you are both ensured.

  • Register your practice
  • Open a bank account for your practice
  • Get a separate debit or credit card for your practice
  • Install an EHR (Therapy Notes) and filing system
  • Set up a payment solution
  • Keep track of income and expenses (Quickbooks)
  • Layout your office space or optimize your online systems

Clinical work

Are you clear on which people are your ideal clients, and who you serve best within the community?

Be straightforward with who your ideal clients are so that you can hire the best-fit clinicians, and market your practice accordingly for success.

Are there skills that you can learn and certifications you can achieve that will help you to improve your clinical work and boost the services that you can offer to your clients?

To me, extra trainings are important for your own development. (Joe Sanok)

Grow your skills so that you can be the best therapist that you can be!

Useful Links mentioned in this episode:

  • Noble makes powerful therapy simple with their app that offers research-backed, automated, between-session support for clients, assessments, messaging, and more. Learn more and join for free at
  • Access FREE RESOURCES: Ready to take your practice to the next level?
  • One Year Practice Plan: This step-by-step walkthrough will show you every single step to go from no private practice to a thriving one in one year.
  • Sign up for Next Level Practice
  • Ask Joe: Submit your questions
  • Quickbooks: Keep track of your income and expenses
  • Swyft Filings: Form an LLC today
  • Therapy Notes: The Most Trusted EHR for Behavioral Health

Check out these additional resources:

Meet Joe Sanok

A photo of Joe Sanok is displayed. Joe, private practice consultant, offers helpful advice for group practice owners to grow their private practice. His therapist podcast, Practice of the Practice, offers this advice.

Joe Sanok helps counselors to create thriving practices that are the envy of other counselors. He has helped counselors to grow their businesses by 50-500% and is proud of all the private practice owners that are growing their income, influence, and impact on the world. Click here to explore consulting with Joe.

Thanks For Listening!

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