• Episode 50: Medical Malpractice Insurance Explained for Concierge Doctors-Occurrence vs Claims Made
    2026/04/01

    Starting a concierge or direct primary care practice?Understanding medical malpractice insurance is critical — and many physicians get this wrong.In this episode of the Concierge Medical Marketing Podcast, Steven Schwarz interviews Jennifer Wiggins, CEO of Aegis Malpractice Solutions, to break down everything physicians need to know before choosing a malpractice policy.🚀 What You’ll Learn in This Episode✔ The difference between occurrence vs claims-made insurance✔ What tail insurance is (and why it can cost thousands)✔ How to avoid unexpected malpractice costs when leaving a job✔ Why concierge & DPC doctors often pay LOWER premiums✔ How to choose the right malpractice coverage for your practice✔ Common mistakes physicians make when buying insurance💡 Key Concepts Explained1️⃣ Occurrence vs Claims-Made InsuranceOccurrence Policy → Covers incidents when they happenClaims-Made Policy → Covers when a claim is filedEach has different pricing, risks, and long-term implications.2️⃣ Tail Insurance (Critical!)If you have a claims-made policy, you may need tail coverage when you leave a job or close your practice.💰 Typical cost:• ~1.5x to 2x your annual premiumThis is one of the biggest surprises for physicians.3️⃣ Discounts for Concierge & DPC DoctorsConcierge and DPC physicians often:✔ Spend more time with patients✔ Have better relationships✔ Face fewer lawsuitsBecause of this, many insurers now offer discounted malpractice rates.⏱ Chapters00:00 Introduction00:24 Meet Jennifer Wiggins (Aegis Malpractice Solutions)01:00 How Jennifer Got Started in Medical Malpractice04:05 Why She Started Her Own Brokerage06:05 Occurrence vs Claims-Made Explained09:30 What is Tail Insurance?11:20 Tail Coverage When Retiring13:30 Statute of Limitations & Risks16:15 Cost of Tail Insurance19:10 How the Quote Process Works21:40 Timeline to Get Coverage24:26 Discounts for Concierge Doctors26:18 Why Specialization Matters in Insurance Brokers26:58 How to Contact Jennifer

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    33 分
  • Episode 49: How Amanda Saved Her Clinic from Bankruptcy (DPC Success Story)
    2026/03/19
    What would you do if your clinic was about to go bankrupt?In this episode of the Concierge Medical Marketing Podcast, Steven Schwartz interviews Amanda Price, a nurse practitioner and owner of Faith Family Medical, who shares her powerful journey from financial struggle to building a thriving Direct Primary Care (DPC) practice.Amanda opens up about:Nearly losing her clinic after 16 years in an insurance-based modelThe moment that changed everythingHow she transitioned to DPC in just a few monthsThe marketing strategies that helped her grow fastWhy patients are choosing DPC over traditional healthcareIf you're a healthcare provider, entrepreneur, or curious about Direct Primary Care, this episode is packed with real-world insights and inspiration.🔗 Learn more about Amanda Price:https://faithfamilymedical.com🔗 Free Digital Marketing Guide:https://conciergemd.marketing🔗 Join Maddy AI Community:https://cmmkg.com/JustAskMaddy🔗 Book a Strategy Call:https://cmmkg.com/schedule⏱️ Timestamps:00:00 Introduction00:40 Amanda’s background & journey into medicine04:55 Insurance model struggles06:24 Near bankruptcy & turning point09:55 Discovering Direct Primary Care (DPC)13:58 Transitioning patients to DPC16:20 Why DPC is better18:30 Chronic Lyme discovery21:43 Building a clinic team22:58 Employer partnerships27:02 Future of DPC30:14 Advice for starting34:42 DPC community39:39 AI marketing tools46:21 Final advice#DPC #DirectPrimaryCare #HealthcareBusiness #MedicalMarketing #NursePractitioner
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    48 分
  • Episode 48: High-Touch Primary Care at Scale with Dr. Roger Moczygemba
    2026/03/17

    In this episode, Dr. Roger Moczygemba shares his journey from Navy family medicine to pioneering telemedicine and establishing a successful Direct Primary Care (DPC) practice in San Antonio. Discover insights on building a DPC practice, working with employer groups, marketing strategies, and the future of AI in healthcare.


    Chapters


    00:00 Introduction to Dr. Roger Moczygemba

    01:57 Journey to Direct Primary Care

    04:27 The DPC Model and Employer Focus

    08:51 Navigating Insurance and DPC

    12:26 Marketing Strategies for DPC Practices

    16:09 Growth and Future of Direct Med Clinic

    17:42 Advice for Aspiring DPC Practitioners

    21:28 The Role of AI in Healthcare

    26:46 Conclusion and Final Thoughts

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    33 分
  • Episode 47 Integrative & Functional Medicine with Dr Grant Antoine, Nutrition Clinical Lead at Viome
    2026/02/25

    Summary


    In this episode of the Concierge Medical Marketing Podcast, host Stephen Schwartz interviews Dr. Grant Antoine from Viome, a company focused on precision health through RNA testing. Dr. Antoine discusses his background in integrative medicine and the innovative work Viome is doing to personalize health recommendations based on microbiome activity. The conversation covers the importance of early detection and prevention in health care, the role of RNA in understanding health risks, and how personalized nutrition can optimize health outcomes. Dr. Antoine emphasizes the need for targeted supplementation and the unique insights provided by Viome's Precision Health Pro test.


    Chapters


    00:00 Introduction to Viome and Dr. Grant Antoine

    03:43 Understanding Precision Health Pro

    08:45 The Importance of RNA in Health

    14:20 Personalized Nutrition and Supplementation

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    19 分
  • Episode 46: Simplifying Patient Engagement and Program Delivery with Alina Trigubenko
    2026/02/24

    In this episode, Steven Schwartz interviews Alina Trigubenko, CEO of Profi, about how their platform streamlines program delivery, patient engagement, and operational efficiency for concierge and direct primary care practices. They discuss the platform's features, integrations, HIPAA compliance, and future AI enhancements, providing valuable insights for healthcare providers looking to optimize their practice management.


    00:00 Introduction to Profi and Its Mission

    02:41 Understanding Program Delivery and Patient Engagement

    05:16 Streamlining Administrative Tasks for Practitioners

    07:57 Enhancing Patient Experience and Engagement

    10:34 Integration and Compliance in Healthcare

    13:29 Future Developments and AI Integration in Profi

    16:12 Conclusion and Resources for Practitioners

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    19 分
  • Episode 45: Medical Practice Financial Success with Katie Rhodes of Coal Creek Ledgers
    2025/08/19

    In this episode of the Concierge Medical Marketing Podcast, host Steven Schwartz interviews Katie Rhodes, a financial expert specializing in concierge medical and DPC practices. Katie shares her journey into healthcare finance, the importance of having a CFO or fractional CFO, and common financial mistakes made by medical practices. The conversation delves into the critical distinction between cash flow and profit, tools for financial planning, and the value of ongoing financial analysis. Katie emphasizes the need for physicians to understand their numbers and make informed decisions to ensure the success of their practices.Chapters00:00 Introduction to Concierge Medical Practices02:48 Katie's Journey into Healthcare and Finance05:13 Common Financial Mistakes in Concierge Medicine07:42 Understanding Cash Flow vs. Profitability10:48 The Role of a Fractional CFO13:26 Tools for Financial Planning and Growth16:10 Final Thoughts and Resources

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    28 分
  • Episode 44: Revolutionizing Healthcare Access with Jack Tawil of MedPod
    2025/08/16

    SummaryIn this episode of the Concierge Medical Marketing Podcast, host Steve Schwartz interviews Jack Tawil, CEO and chairman of MedPod. Jack shares his journey from healthcare at Walmart to founding MedPod, a company focused on improving healthcare access through innovative technology. The conversation covers the challenges faced in healthcare delivery, the technology behind MedPod, its diagnostic capabilities, and how it can enhance concierge and direct primary care practices. Jack emphasizes the importance of patient-centric care and the potential for MedPod to revolutionize healthcare delivery.Chapters00:00 Introduction to MedPod and Jack Tawil02:38 Jack's Journey from Retail to Healthcare05:33 Founding MedPod: Vision and Challenges08:06 The Technology Behind MedPod11:14 MedPod's Impact on Patient Care13:57 Applications of MedPod in Various Settings16:31 MedPod in Concierge and DPC Practices19:08 Business Models and Opportunities with MedPod21:32 Conclusion and Future of Healthcare with MedPod

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    30 分
  • Episode 43: Claudia Cometa, Empowering Patients Through Advocacy
    2025/08/16

    In this episode of the Concierge Medical Marketing Podcast, host Steven Schwartz interviews Claudia Cometa, a patient advocate and author. Claudia shares her journey into healthcare, emphasizing the importance of patient advocacy and the role of technology in improving patient outcomes. She discusses her new book, 'Patient Empower Thyself,' which aims to shift the paradigm of how patients engage with their healthcare. The conversation highlights practical tips for patients to navigate their healthcare journey effectively. To access her course, use the code CONCIERGE


    00:00 Introduction to Patient Advocacy

    02:44 Claudia's Journey into Healthcare

    05:42 The Role of a Patient Advocate

    08:16 Navigating Healthcare Challenges

    10:51 The Impact of Technology on Patient Advocacy

    13:45 Writing 'Patient Empower Thyself'

    18:31 Conclusion and Resources

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    27 分