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Therapy For Your Money
Welcome to Therapy for your Money, a podcast about all things money and finance for private practice owners! If you are ready to feel confident and in-control of your financial life, then you are in the right spot. Therapy for our Money is hosted by Julie Herres, the CEO and Founder of GreenOak Accounting. She and her firm specialize in working with private practice owners across the United States, and have assisted hundreds of private practices with increasing their financial stability and profitability. She is on a mission to share her best practices she's learned along the way through her successful career as an accountant, discusses financial topics with a wide variety of guests, and help her listeners make data driven decisions to help their businesses.
Therapy For Your Money
Episode 134: Strategies for Making Retreats Profitable (with Patrick Casale)
In this episode of 'Therapy for Your Money,' host Julie Herres and retreat planning expert Patrick Casale delve deep into the world of retreats. They discuss strategies for successful retreat planning, including creating a detailed budget, understanding the true costs, setting realistic prices, developing effective marketing strategies, and offering add-ons such as CEUs (Continuing Education Units), excellent accommodation, and local experiences to attract participants. Patrick's experience planning retreats and his tips for overcoming common challenges provide invaluable insights for anyone considering launching their own retreats.
Show Highlights
- 00:04 Introduction to the Podcast
- 00:47 Guest Introduction: Patrick Gasol
- 00:55 The Concept of Profitable Retreats
- 02:00 Patrick's Journey into Retreat Hosting
- 05:48 Challenges and Learnings in Retreat Planning
- 09:41 Financial Aspects of Retreat Planning
- 15:53 Marketing Strategy for Retreats
- 25:15 The Role of Sponsors in Retreats
- 28:19 Stressful Moments in Retreat Planning
- 31:08 Advice for First-Time Retreat Planners
- 32:44 Conclusion and Contact Information
Links and Resources
- All Things Private Practice - Podcast
- All Things Private Practice - Instagram
- All Things Private Practice - Webpage
- GreenOak Accounting - www.GreenOakAccounting.com
- Therapy For Your Money Podcast - www.TherapyForYourMoney.com
- Profit First for Therapists - www.ProfitFirstForTherapists.com
- Profit First Academy - www.ProfitFirstForTherapists.com/Academy
Podcast Production and Show Notes by Course Creation Studio
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