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021: The Big 5 Every Practitioner Should Prepare For

Published By: Uli Iserloh
Date: November 19, 2025
011: Launching & Growing A Successful Practice With Scott Rattigan

Are you prepared for life’s inevitable disruptions to your business?

In this episode of the Health and Wellness Marketing Show, Uli Iserloh and Mike Kim tackle the often-overlooked “Big 5” challenges every practitioner must prepare for: death, disability, divorce, disagreement, and retirement.

These scenarios can profoundly impact your practice if you’re unprepared. Learn how to create systems, build a trusted team, and document critical information to ensure your business can thrive – even in the face of adversity.

If you’ve been putting off these essential preparations, this episode will serve as your wake-up call.

Listen to learn:

  • Discover why the “Big 5” challenges – death, disability, divorce, disagreement, and retirement – demand proactive planning to protect your business.
  • Learn how to create a “legacy binder” with critical documents, contacts, and access information for emergencies or transitions.
  • Understand the importance of having a trusted “freedom team” of professionals, including accountants, lawyers, and financial advisors, to support your practice.
  • Find out how to document processes and responsibilities to minimize disruption if a key team member leaves or becomes unavailable.
  • Uncover how to use tools like LastPass, Dropbox, and digital SOPs to ensure continuity and security in your practice.

Quotes

  • “Are you leaving behind a mess or a masterpiece?” (08:38 | Mike)
  • “Preparedness isn’t sexy, but it’s essential to protect your business and your clients.” (07:24 | Uli)
  • “The knowledge your team takes with them when they leave is your biggest risk.” (21:00 | Uli)
  • “Building a trusted team of professionals is key to weathering any storm.” (19:39 | Mike)

Thank You For Listening!

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Uli Iserloh
As one of the leading marketing strategists in the integrative medicine space, Uli Iserloh has been advising many of today’s leaders on marketing strategy and marketing technology for over 23 years – helping health practitioners increase new patient enrollment predictably… even if they cringe at selling, hate to be on social media 24/7 or have never run paid ads.

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