Brand Strategy for Your Practice with Dana Robertson | PoP 618

A photo of Dana Robertson is captured. Dana Robertson is the co-founder and Dreamer at Pennant Creatives, a creative agency that specializes in Values-Based Branding. Dana loves providing creative direction, design-thinking, values visioning, and leadership and strategy consulting to her role at Pennant. Dana Robertson is featured on Practice of the Practice, a therapist podcast.

What mistakes do people make when trying to incorporate their values into branding? How are values expressed in your group practice amongst the staff? What is the lived experience of your ideal client?

In this podcast episode, Joe Sanok speaks about Brand Strategy for Your Practice with Dana Robertson.

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Meet Dana Robertson

A photo of Dana Robertson is captured. She is a value based branding expert and co-owner of Pennant Creatives. Dana is featured on Practice of the Practice, a therapist podcast.

Dana Robertson is the co-founder and Dreamer at Pennant Creatives, a creative agency that specializes in Values-Based Branding. Dana loves providing creative direction, design-thinking, values visioning, and leadership and strategy consulting at Pennant. She has a professional background in Social Work, so she especially loves working with Private Therapy Practice Clinicians/Owners on their brand strategy; using Pennant’s process to help them speak to their ideal clients through Values-Based Branding.

Connect with Dana on Linkedin or email her at dana@raisethepennant.com.

Visit the Pennant website here or connect with them on Instagram, Facebook, and LinkedIn.

FREEBIE: Dana offers a Free Brand Assessment for the first 5 listeners of the podcast! Follow the link and mention “Joe’s Podcast”

In This Podcast

  • Brand strategy line up
  • How to implement your values into branding
  • Dana’s steps to implement your values
  • Dana’s advice to private practitioners

Brand strategy line up

This is a way to look at and understand not only who you are, your mission, your vision, and your values, but understanding the people that you are working with and that you are working for. (Dana Robertson)

The important question that your branding needs to know the answer to is what is the lived experience of your clients?

This question takes you on a deep dive discovery into understanding the needs and desires of your client base. In turn, the values of your practice will speak to the lived experience of your audience.

How to implement your values into branding

Some things you should not do:

  • Do not write your values on a wall and walk away.
  • Do not use your values to beat people up.

If you have a group practice … this [means] paying attention to how you all gel as a team in your group practice and how you work together. For those kinds of things, you can’t just create a strategy. (Dana Robertson)

When you are incorporating your values in your group practice, these implementations do not exist outside of the staff relationships.

How you bring values into your practice is evident in how the staff communicates, how different specialties are negotiated, and where the team is united.

Dana’s steps to implement your values

Utilize Dana’s RBI method:

  1. Read
  2. Browse
  3. Inquire

Dana’s advice to private practitioners

You are doing an incredible job at reaching your ideal client, and you can do even better to make sure that the things you value and the reason why you started your practice in the first space are made visible to your ideal client in your branding.

Books mentioned in this episode:

Image of the book Thursday Is The New Friday written by Joe Sanok. Author Joe Sanok offers the exercises, tools, and training that have helped thousands of professionals create the schedule they want, resulting in less work, greater income, and more time for what they most desire.

Useful Links mentioned in this episode:

  • Purchase 10 copies of the book to gain access to the Mastermind group for 6 weeks. Submit your receipt to Thursday is The New Friday
  • Visit Therapy Notes and use promo code ‘joe’ to receive three months free

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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