146. I Had No Idea How Important a Professional Will Was - And Then I Met Robyn Miller.

04/22/25 • 79 min

Question or comment? 🙋‍♀️ Send me a text message!

Okay, y’all, today we're digging into a topic we often push aside.

We talk a lot about what it means to build an Ideal Practice(c), attracting perfect clients, doing the work we were called to do... but what happens to all of that – and more importantly, to our clients – if the unexpected happens to us?

In this episode, I’m talking to the amazing Robyn Miller. Robyn is the founder of TheraClosure, a first-of-its-kind service that provides professional executor services to therapists.

She's here to guide us through this crucial, yet often neglected, aspect of responsible practice ownership.

Because here's the truth:

Having a plan for your practice closure isn't about planning for the worst ... it's a profound act of care for your clients, your family, and your professional legacy.

In this episode, you'll hear:

Why simply naming a colleague or family member as your 'professional executor' often isn't enough (and why it can be deeply unfair). << This was HUGE for me.
The crucial, specific details that your professional will MUST include (it goes way beyond client names, folks).
The single biggest mistake therapists make regarding passwords and record access in the case of an emergency.

Oy.

This may be a real eye-opener for most of you (it sure was for me), but this, too, is part of having an Ideal Practice(c) .

Estate planning is a serious subject. It’s a hard subject. But it’s an important one because I know how deeply you care about your clients.

And taking the time to plan for the unexpected is your chance to make sure they are taken care of, no matter what.

Give it a listen.

~Wendy

P.S. Are you enjoying this podcast?? If so, have you left a review for me yet over on Apple Podcasts or Spotify? Your reviews help me grow our listeners and get this info in front of more practice owners. Please consider adding your review today. Thank you!

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TODAY’S GUEST: ROBYN MILLER

Robyn Miller, Ph.D. is the founder of TheraClosure, LLC, the first psychotherapist professional executor service in the U.S. Trained at Harvard Medical School, she writes and trains clinicians on professional wills and the role of practice executor.

She says therapists must safeguard their clients, practice, and family with a comprehensive professional will that plans for client wellbeing - and the security of medical records - in the event of incapacitation or death.

This important but challenging ethical obligation is often overlooked, but essential to protect those who depend on us and the practice to which we've devoted so much.

Her WebsiteFree Gift
Instagram
LinkedIn

Support the show

Wendy Pitts Reeves, LCSW
Host, Ideal Practice
Private Practice Coach and Mentor
www.WendyPittsReeves.com
[email protected]

Question or comment? 🙋‍♀️ Send me a text message!

Okay, y’all, today we're digging into a topic we often push aside.

In this episode, I’m talking to the amazing Robyn Miller. Robyn is the founder of TheraClosure, a first-of-its-kind service that provides professional executor services to therapists.

She's here to guide us through this crucial, yet often neglected, aspect of responsible practice ownership.

Because here's the truth:

Having a plan for your practice closure isn't about planning for the worst ... it's a profound act of care for your clients, your family, and your professional legacy.

In this episode, you'll hear:

Why simply naming a colleague or family member as your 'professional executor' often isn't enough (and why it can be deeply unfair). << This was HUGE for me.
The crucial, specific details that your professional will MUST include (it goes way beyond client names, folks).
The single biggest mistake therapists make regarding passwords and record access in the case of an emergency.

Oy.

This may be a real eye-opener for most of you (it sure was for me), but this, too, is part of having an Ideal Practice(c) .

Estate planning is a serious subject. It’s a hard subject. But it’s an important one because I know how deeply you care about your clients.

And taking the time to plan for the unexpected is your chance to make sure they are taken care of, no matter what.

Give it a listen.

~Wendy

_______________

TODAY’S GUEST: ROBYN MILLER

This important but challenging ethical obligation is often overlooked, but essential to protect those who depend on us and the practice to which we've devoted so much.

Her WebsiteFree Gift
Instagram
LinkedIn

Support the show

Wendy Pitts Reeves, LCSW
Host, Ideal Practice
Private Practice Coach and Mentor
www.WendyPittsReeves.com
[email protected]

Previous Episode

145. How to Ditch Tax Panic Once and For All - Steal These Dead-Simple Strategies

Question or comment? 🙋‍♀️ Send me a text message!

Well, it's tax time here again in the US, my friend. 💸 So - how are you feeling?

Are you sitting back, cool, calm, and collected because everything's handled?

Yay you! 😎

Or... are you maybe feeling that familiar knot of stress, scrambling at the last minute, worrying about having the funds to cover what you owe? 😵‍💫

If you're in the second camp, you're not alone.

Been there. Done that. Got the t-shirt.

BUT... imagine how differently you’d feel if you got ahead of the game and cruised into tax season feeling PREPARED for once.

It’s entirely possible, y’all, and today, I’ll share two separate strategies to help you do just that.

In this episode, you’ll hear:

The most common mistake I see practice owners make around taxation (and how to fix that - STAT).
The ONE action that will relieve so much stress in your business.
My dead-simple tax strategy that you can get up and running today.
And a system that will revolutionize the way you manage business finances.

So, give this episode a listen. Because, not only is it necessary to stay on top of those tax obligations, it will bring you so much peace to know that - this time - you’re prepared.

But remember, these strategies only work if you implement them.

So, choose one small step you can take now - I mean NOW - and prepare to ditch that old familiar tax panic once and for all.

~Wendy

P.S. If you’re enjoying the podcast (as many of you tell me you are), could you help me spread the word? Are there two friends or colleagues you know who could really use a boost of encouragement each week? Please share this episode with them. They’ll thank you!

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MENTIONED:

Book: Profit First by Michael Michalowicz

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FREE RESOURCE: Your Guide to Better Cash Flow.

Are you cramming client hours into a packed day? Working hard but feel like you're still not making any money? With decades of experience, I’ve found a LOT of ways to boost your bottom line, and I’ve pulled some of my favorites together into a free guide for you.

Download this today, check out what’s inside, then tell me which one you’ll try first. :)

31 Practical Ways to Increase Cash Flow In Your Private Practice

Support the show

Wendy Pitts Reeves, LCSW
Host, Ideal Practice
Private Practice Coach and Mentor
www.WendyPittsReeves.com
[email protected]

Next Episode

#147. Why You're Stuck (and How to Finally Break Free) with Riana Malia

Question or comment? 🙋‍♀️ Send me a text message!

Listeners - I’ve got an episode here that could genuinely shift things for you ... 😲
We’re meeting the inspiring Riana Malia today. Riana is a dynamic speaker, author, and reinvention strategist who specializes in helping ambitious women clear out the subconscious patterns holding them back so they can finally create the extraordinary life (and practice!) that's truly meant for them.
In our conversation, she breaks down her powerful Clear to CreateTM methodology, explaining why so many successful, intelligent women (yes, even we healers and practice owners!) get stuck repeating the same cycles, especially when it comes to things like income ceilings or attracting the right clients.
One of my favorite parts?
When she explained the specifics of Quantum Time Release – a technique she uses to help clients rapidly release the weight of old emotions and limiting beliefs without having to dig through all the painful details.
It’s a method that works, and it’s super interesting.
In this episode, you’ll learn:

The surprising reason why it may feel like you ALMOST reach your goals, but never quite get there (and what's really going on underneath).
The hidden connection between resistance and resentment. (I found this especially interesting...)
Why focusing on what you DON’T want practically guarantees you'll keep getting it – and the simple shift to attract what you do.
How to start becoming a "magnet for miracles" in your own life and business. (Isn’t that a lovely thought?)

Riana offers so many gems in this episode, so give it a listen – you might just find the key to unlock that next level you've been searching for.

Here’s to writing a new story!

~Wendy

P.S. Does this resonate with you? Where have you felt stuck in your practice? I’d love to hear. Talk to me directly by sending an email to me at [email protected].

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TODAY’S GUEST: RIANA MALIA

Riana Malia is an accomplished transformation coach with over 20 years of experience in Evolved Neurolinguistic Programming (ENLP), Quantum Time Release (QTR), and Advanced Trauma-Aware Coaching. Through her signature Clear To CreateTM method, she empowers ambitious women to break free from limiting emotional and relational patterns, heal deeply rooted wounds, and step confidently into the lives and relationships they truly desire.

Her Website: https://www.rianamalia.com
Instagram: https://www.instagram.com/rianamalia/
Facebook: https://www.facebook.com/RianaMalia/
LinkedIn: https://www.linkedin.com/in/rianamalia/

Support the show

Wendy Pitts Reeves, LCSW
Host, Ideal Practice
Private Practice Coach and Mentor
www.WendyPittsReeves.com
[email protected]