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Podcast thumbnail for Keep What You Earn

Keep What You Earn

Claim This Podcast

by Shannon Weinstein

4.8(54 reviews)
907 episodes
Updated Daily
Accepts GuestsHas SponsorsLocation 🇺🇸
93

Podcast Authority

Beta
ExcellentBased on show quality, social media presence, reviews, charts, and more
Pod Engine
Quality100
Social94
YouTube76
Engagement93
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Podcast Overview

Keep What You Earn is the podcast for aesthetics and wellness practice owners who want to scale profitably and build a business that is actually worth something. Hosted by Shannon Weinstein, CPA and Fractional CFO, this show is designed for med spa owners generating $1–5M in revenue who are ready to move beyond reactive decision-making and into disciplined, strategic growth. If you're trying to break past the $2M ceiling, improve cash flow predictability, increase margins, open additional locations, or prepare your practice for a future sale, this podcast gives you the financial clarity to do it confidently. Each episode focuses on the financial building blocks that determine whether your practice scales smoothly or stalls under pressure, including pricing discipline, operating margin control, cash flow forecasting, customer lifetime value, and enterprise value planning. This isn't about more spreadsheets. It's about financial leadership. Whether you're preparing for expansion or positioning your practice to sell, Keep What You Earn helps you think like a CFO and operate like a CEO. [Disclaimer: Any opinions, recommendations, and tips offered on this podcast or other social media forums do not constitute individual tax or accounting advice. This content is designed to provide education and awareness about financial topics and responsibility for the benefit of the general public. Please consult a professional before implementing any of the suggestions made by Shannon or Keep What You Earn Co.]

Language

🇺🇲

Publishing Since

8/4/2021

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93

Podcast Authority

Beta
ExcellentBased on show quality, social media presence, reviews, charts, and more
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Quality100
Social94
YouTube76
Engagement93
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Recent Episodes

Episode thumbnail for Creating Autonomy: How to Make Your Med Spa Operate Without You

July 21, 2026

Creating Autonomy: How to Make Your Med Spa Operate Without You

<div class="OutlineElement Ltr SCXW110212066 BCX8"> <p class="Paragraph SCXW110212066 BCX8"><span class= "TextRun SCXW110212066 BCX8" lang="EN-US" xml:lang="EN-US" data-contrast="auto"><span class= "NormalTextRun SCXW110212066 BCX8">A profitable med spa can still be hard to scale, and even harder to sell. When the owner </span><span class="NormalTextRun SCXW110212066 BCX8">is responsible for</span><span class= "NormalTextRun SCXW110212066 BCX8"> every major decision, key patient relationships, team oversight, and day-to-day problem solving, the business carries more risk than the financials may initially show.</span></span><span class= "EOP Selected SCXW110212066 BCX8" data-ccp-props= "{}"> </span></p> </div> <div class="OutlineElement Ltr SCXW110212066 BCX8"> <p class="Paragraph SCXW110212066 BCX8"><span class= "TextRun SCXW110212066 BCX8" lang="EN-US" xml:lang="EN-US" data-contrast="auto"><span class= "NormalTextRun SCXW110212066 BCX8">In this episode, I sit down with Annie Robertson Hockey, president of </span><span class= "NormalTextRun SpellingErrorV2Themed SCXW110212066 BCX8">Skytale</span><span class="NormalTextRun SCXW110212066 BCX8"> Group, to talk about what makes a medical aesthetics or wellness practice more valuable over time. We cover owner dependence, scalable systems, clean financial reporting, revenue concentration, team incentives, and the operational work that gives practice owners more options as they grow.</span></span><span class= "EOP Selected SCXW110212066 BCX8" data-ccp-props= "{}"> </span></p> <div class="OutlineElement Ltr SCXW160455458 BCX8"> <p class="Paragraph SCXW160455458 BCX8" role="heading" aria-level= "2"><strong><span style="font-size: 24pt;"><span class= "TextRun SCXW160455458 BCX8" lang="EN-US" xml:lang="EN-US" data-contrast="none"><span class="NormalTextRun SCXW160455458 BCX8" data-ccp-parastyle="heading 2">A Valuable Practice </span><span class="NormalTextRun SCXW160455458 BCX8" data-ccp-parastyle="heading 2">Can't</span><span class= "NormalTextRun SCXW160455458 BCX8" data-ccp-parastyle= "heading 2"> Depend on One Person</span></span><span class= "EOP Selected SCXW160455458 BCX8" data-ccp-props= "{"134245418":true,"134245529":true,"335559738":160,"335559739":80}"> </span></span></strong></p> </div> <div class="OutlineElement Ltr SCXW160455458 BCX8"> <p class="Paragraph SCXW160455458 BCX8"><span class= "TextRun SCXW160455458 BCX8" lang="EN-US" xml:lang="EN-US" data-contrast="auto"><span class= "NormalTextRun SCXW160455458 BCX8">Many practice owners become the center of the business without realizing how difficult that makes the next stage of growth. They approve the decisions, solve the team problems, manage important relationships, and step in whenever something breaks. That may work for </span><span class= "NormalTextRun SCXW160455458 BCX8">a period of time</span><span class="NormalTextRun SCXW160455458 BCX8">, but eventually the owner becomes the bottleneck.</span></span><span class= "EOP Selected SCXW160455458 BCX8" data-ccp-props= "{}"> </span></p> </div> <div class="OutlineElement Ltr SCXW160455458 BCX8"> <p class="Paragraph SCXW160455458 BCX8"><span class= "NormalTextRun SCXW160455458 BCX8">Start paying attention to where the practice still relies heavily on you. Which decisions come back to your desk? Which patients only want to see you? What happens when you take a week off? Those questions matter whether you are thinking about a future exit, adding locations, or simply trying to create more space in your own role.</span><span class= "EOP Selected SCXW160455458 BCX8" data-ccp-props= "{}"> </span></p> </div> <div class="OutlineElement Ltr SCXW160455458 BCX8"> <p class="Paragraph SCXW160455458 BCX8"><span class= "TextRun SCXW160455458 BCX8" lang="EN-US" xml:lang="EN-US" data-contrast="auto"><span class= "NormalTextRun SCXW160455458 BCX8">From a buyer's perspective, owner dependence is </span><span class= "NormalTextRun SCXW160455458 BCX8">risk</span><span class= "NormalTextRun SCXW160455458 BCX8">. From an operator's perspective, it also limits how much the practice can handle without adding more stress </span><span class= "NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW160455458 BCX8">at</span><span class="NormalTextRun SCXW160455458 BCX8"> the top.</span></span><span class="EOP Selected SCXW160455458 BCX8" data-ccp-props="{}"> </span></p> <div class="OutlineElement Ltr SCXW38005819 BCX8"> <p class="Paragraph SCXW38005819 BCX8" role="heading" aria-level= "2"><strong><span style="font-size: 24pt;"><span class= "NormalTextRun SCXW38005819 BCX8" data-ccp-parastyle= "heading 2">Build Systems Before Growth Exposes the Gaps</span><span class="EOP Selected SCXW38005819 BCX8" data-ccp-props= "{"134245418":true,"134245529":true,"335559738":160,"335559739":80}"> </span></span></strong></p> </div> <div class="OutlineElement Ltr SCXW38005819 BCX8"> <p class="Paragraph SCXW38005819 BCX8"><span class= "TextRun SCXW38005819 BCX8" lang="EN-US" xml:lang="EN-US" data-contrast="auto"><span class= "NormalTextRun SCXW38005819 BCX8">A process that works for one location or a small team may fall apart at twice the volume. </span><span class= "NormalTextRun SCXW38005819 BCX8">Practice owners need to look ahead and ask whether the current operation could support two, five, or even 10 times the activity without creating chaos.</span></span><span class="EOP Selected SCXW38005819 BCX8" data-ccp-props="{}"> </span></p> </div> <div class="OutlineElement Ltr SCXW38005819 BCX8"> <p class="Paragraph SCXW38005819 BCX8"><span class= "NormalTextRun SCXW38005819 BCX8">That means taking a closer look at the parts of the business that affect consistency, risk, and repeatability:</span><span class="EOP Selected SCXW38005819 BCX8" data-ccp-props="{}"> </span></p> </div> <div class="ListContainerWrapper SCXW38005819 BCX8"> <ul class="BulletListStyle1 SCXW38005819 BCX8" role="list"> <li class="OutlineElement Ltr SCXW38005819 BCX8" role="listitem" aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props= "{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="1"> <p class="Paragraph SCXW38005819 BCX8"><span class= "NormalTextRun SCXW38005819 BCX8">Reduce dependence on a single provider, location, treatment, or revenue stream</span><span class= "EOP Selected SCXW38005819 BCX8" data-ccp-props= "{}"> </span></p> </li> </ul> </div> <div class="ListContainerWrapper SCXW38005819 BCX8"> <ul class="BulletListStyle1 SCXW38005819 BCX8" role="list"> <li class="OutlineElement Ltr SCXW38005819 BCX8" role="listitem" aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props= "{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="2" data-aria-level="1"> <p class="Paragraph SCXW38005819 BCX8"><span class= "NormalTextRun SCXW38005819 BCX8">Document the operational systems that drive consistent patient experiences</span><span class= "EOP Selected SCXW38005819 BCX8" data-ccp-props= "{}"> </span></p> </li> </ul> </div> <div class="ListContainerWrapper SCXW38005819 BCX8"> <ul class="BulletListStyle1 SCXW38005819 BCX8" role="list"> <li class="OutlineElement Ltr SCXW38005819 BCX8" role="listitem" aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props= "{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="3" data-aria-level="1"> <p class="Paragraph SCXW38005819 BCX8"><span class= "NormalTextRun SCXW38005819 BCX8">Track where new patients come from instead of relying on assumptions about marketing performance</span><span class="EOP Selected SCXW38005819 BCX8" data-ccp-props="{}"> </span></p> </li> </ul> </div> <div class="ListContainerWrapper SCXW38005819 BCX8"> <ul class="BulletListStyle1 SCXW38005819 BCX8" role="list"> <li class="OutlineElement Ltr SCXW38005819 BCX8" role="listitem" aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props= "{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="4" data-aria-level="1"> <p class="Paragraph SCXW38005819 BCX8"><span class= "NormalTextRun SCXW38005819 BCX8">Build HR and sales processes that can function without constant owner involvement</span><span class= "EOP Selected SCXW38005819 BCX8" data-ccp-props= "{}"> </span></p> </li> </ul> </div> <div class="ListContainerWrapper SCXW38005819 BCX8"> <ul class="BulletListStyle1 SCXW38005819 BCX8" role="list"> <li class="OutlineElement Ltr SCXW38005819 BCX8" role="listitem" aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props= "{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="5" data-aria-level="1"> <p class="Paragraph SCXW38005819 BCX8"><span class= "NormalTextRun SCXW38005819 BCX8">Review key performance indicators over time instead of reacting to isolated monthly results</span><span class="EOP Selected SCXW38005819 BCX8" data-ccp-props="{}"> </span></p> </li> </ul> </div> <div class="ListContainerWrapper SCXW38005819 BCX8"> <ul class="BulletListStyle1 SCXW38005819 BCX8" role="list"> <li class="OutlineElement Ltr SCXW38005819 BCX8" role="listitem" aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props= "{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="6" data-aria-level="1"> <p class="Paragraph SCXW38005819 BCX8"><span class= "NormalTextRun SCXW38005819 BCX8">Automate repetitive processes when technology can improve consistency and reduce administrative burden</span><span class="EOP Selected SCXW38005819 BCX8" data-ccp-props="{}"> </span></p> </li> </ul> </div> <div class="ListContainerWrapper SCXW38005819 BCX8"> <ul class="BulletListStyle1 SCXW38005819 BCX8" role="list"> <li class="OutlineElement Ltr SCXW38005819 BCX8" role="listitem" aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props= "{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="7" data-aria-level="1"> <p class="Paragraph SCXW38005819 BCX8"><span class= "NormalTextRun SCXW38005819 BCX8">Assign clear ownership to major functions across the team</span><span class= "EOP Selected SCXW38005819 BCX8" data-ccp-props= "{}"> </span></p> </li> </ul> <div class="OutlineElement Ltr SCXW63528869 BCX8"> <p class="Paragraph SCXW63528869 BCX8"><span class= "NormalTextRun SCXW63528869 BCX8">Pick an area that is creating friction, give it focused attention, and improve the process before moving on to the next one. A quarter spent strengthening one important function can be far more productive than trying to fix 10 things at the same time.</span><span class= "EOP Selected SCXW63528869 BCX8" data-ccp-props= "{}"> </span></p> </div> <div class="OutlineElement Ltr SCXW63528869 BCX8"> <p class="Paragraph SCXW63528869 BCX8"><span class= "NormalTextRun SCXW63528869 BCX8">(00:07:54) Framework for expansion and exit</span><span class= "LineBreakBlob BlobObject DragDrop SCXW63528869 BCX8"><span class= "SCXW63528869 BCX8"> </span><br class= "SCXW63528869 BCX8" /></span><span class= "NormalTextRun SCXW63528869 BCX8">(00:10:25) Building enterprise value</span><span class= "LineBreakBlob BlobObject DragDrop SCXW63528869 BCX8"><span class= "SCXW63528869 BCX8"> </span><br class= "SCXW63528869 BCX8" /></span><span class= "NormalTextRun SCXW63528869 BCX8">(00:16:48) Thinking in scalable systems</span><span class= "LineBreakBlob BlobObject DragDrop SCXW63528869 BCX8"><span class= "SCXW63528869 BCX8"> </span><br class= "SCXW63528869 BCX8" /></span><span class= "NormalTextRun SCXW63528869 BCX8">(00:20:37) Managing revenue concentration risk</span><span class= "LineBreakBlob BlobObject DragDrop SCXW63528869 BCX8"><span class= "SCXW63528869 BCX8"> </span><br class= "SCXW63528869 BCX8" /></span><span class= "NormalTextRun SCXW63528869 BCX8">(00:24:44) Defining clean financial data and metrics</span><span class= "LineBreakBlob BlobObject DragDrop SCXW63528869 BCX8"><span class= "SCXW63528869 BCX8"> </span><br class= "SCXW63528869 BCX8" /></span><span class= "NormalTextRun SCXW63528869 BCX8">(00:37:20) Tying incentives to controllable actions</span><span class= "LineBreakBlob BlobObject DragDrop SCXW63528869 BCX8"><span class= "SCXW63528869 BCX8"> </span><br class= "SCXW63528869 BCX8" /></span><span class= "NormalTextRun SCXW63528869 BCX8">(00:42:51) Managing HR and sales processes</span><span class="EOP Selected SCXW63528869 BCX8" data-ccp-props="{}"> </span></p> <div class="OutlineElement Ltr SCXW243798199 BCX8"> <p class="Paragraph SCXW243798199 BCX8" role="heading" aria-level= "2"><strong><span style="font-size: 24pt;"><span class= "NormalTextRun SCXW243798199 BCX8" data-ccp-parastyle= "heading 2">Your Financial Reports Should Help You Explain the Business</span><span class="EOP Selected SCXW243798199 BCX8" data-ccp-props= "{"134245418":true,"134245529":true,"335559738":160,"335559739":80}"> </span></span></strong></p> </div> <div class="OutlineElement Ltr SCXW243798199 BCX8"> <p class="Paragraph SCXW243798199 BCX8"><span class= "TextRun SCXW243798199 BCX8" lang="EN-US" xml:lang="EN-US" data-contrast="auto"><span class= "NormalTextRun SCXW243798199 BCX8">Clean financials are not just about </span><span class= "NormalTextRun SCXW243798199 BCX8">accurate</span><span class= "NormalTextRun SCXW243798199 BCX8"> bookkeeping. You should be able to look at your reports, </span><span class= "NormalTextRun SCXW243798199 BCX8">identify</span><span class= "NormalTextRun SCXW243798199 BCX8"> the major trends, and explain what is driving the numbers. A buyer will want to understand whether growth came from a stronger marketing cohort, a new provider, one unusually productive location, a change in treatment mix, or something else entirely. You should want </span><span class= "NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW243798199 BCX8">that</span><span class="NormalTextRun SCXW243798199 BCX8"> same clarity as the owner. Without it, you are making decisions based on a snapshot instead of understanding how the business is </span><span class= "NormalTextRun SCXW243798199 BCX8">actually changing</span><span class= "NormalTextRun SCXW243798199 BCX8">.</span></span><span class= "EOP Selected SCXW243798199 BCX8" data-ccp-props= "{}"> </span></p> </div> <div class="OutlineElement Ltr SCXW243798199 BCX8"> <p class="Paragraph SCXW243798199 BCX8"><span class= "NormalTextRun SCXW243798199 BCX8">This is where trend analysis and a focused set of key performance indicators become useful. Track the metrics that help you make decisions, review them consistently, and stop collecting data simply because you can. More reporting does not automatically create better management.</span><span class= "EOP Selected SCXW243798199 BCX8" data-ccp-props= "{}"> </span></p> <div class="OutlineElement Ltr SCXW92130764 BCX8"> <p class="Paragraph SCXW92130764 BCX8" role="heading" aria-level= "2"><strong><span style="font-size: 24pt;"><span class= "NormalTextRun SCXW92130764 BCX8" data-ccp-parastyle= "heading 2">The Team Has to Be Able to Carry More of the Business</span><span class="EOP Selected SCXW92130764 BCX8" data-ccp-props= "{"134245418":true,"134245529":true,"335559738":160,"335559739":80}"> </span></span></strong></p> </div> <div class="OutlineElement Ltr SCXW92130764 BCX8"> <p class="Paragraph SCXW92130764 BCX8"><span class= "TextRun SCXW92130764 BCX8" lang="EN-US" xml:lang="EN-US" data-contrast="auto"><span class= "NormalTextRun SCXW92130764 BCX8">Scaling exposes team issues that are easier to work around when the practice is smaller. Hiring, training, performance management, HR processes, and incentive plans all need more structure once the owner can no longer oversee every interaction. </span><span class= "NormalTextRun SCXW92130764 BCX8">Pay particular attention to incentives.</span><span class= "NormalTextRun SCXW92130764 BCX8"> Employees should be rewarded for outcomes they can </span><span class= "NormalTextRun SCXW92130764 BCX8">actually influence</span><span class="NormalTextRun SCXW92130764 BCX8">, with clear expectations and measurable responsibilities behind the plan. </span></span><span class="EOP SCXW92130764 BCX8" data-ccp-props= "{"134233117":false,"134233118":false,"335559738":240,"335559739":240}"> </span></p> </div> <div class="OutlineElement Ltr SCXW92130764 BCX8"> <p class="Paragraph SCXW92130764 BCX8"><span class= "TextRun SCXW92130764 BCX8" lang="EN-US" xml:lang="EN-US" data-contrast="auto"><span class= "NormalTextRun SCXW92130764 BCX8">As the practice matures, capable leaders, documented processes, reliable financials, and a team that can </span><span class= "NormalTextRun SCXW92130764 BCX8">operate</span><span class= "NormalTextRun SCXW92130764 BCX8"> without constant owner involvement make the business easier to expand, easier for a buyer to evaluate, and less dependent on you.</span></span></p> <div class="OutlineElement Ltr SCXW52950771 BCX8"> <p class="Paragraph SCXW52950771 BCX8"><strong><span class= "NormalTextRun SCXW52950771 BCX8" data-ccp-parastyle= "No Spacing">Follow Shannon & Keep What You Earn:</span><span class="NormalTextRun SCXW52950771 BCX8" data-ccp-parastyle="No Spacing"> </span><span class= "EOP Selected SCXW52950771 BCX8" data-ccp-props= "{"335559739":0}"> </span></strong></p> </div> <div class="OutlineElement Ltr SCXW52950771 BCX8"> <p class="Paragraph SCXW52950771 BCX8"><span class= "TextRun SCXW52950771 BCX8" lang="EN-US" xml:lang="EN-US" data-contrast="none"><span class= "NormalTextRun SCXW52950771 BCX8">Shannon Weinstein is the founder of a fractional CFO firm specializing in helping 7-figure aesthetics and wellness practices scale with clarity, cash flow, and confidence</span><span class= "NormalTextRun SCXW52950771 BCX8">.  </span><span class= "NormalTextRun SCXW52950771 BCX8">Shannon is committed to helping med spa owners understand, fix, and maximize their business's enterprise value, offering actionable advice and resources, including a popular free video series specifically for aesthetics practice owners.</span></span><span class= "EOP Selected SCXW52950771 BCX8" data-ccp-props= "{"134233117":false,"134233118":false,"201341983":0,"335551550":1,"335551620":1,"335559685":0,"335559737":0,"335559738":240,"335559739":240,"335559740":279}"> </span></p> </div> <div class="OutlineElement Ltr SCXW52950771 BCX8"> <p class="Paragraph SCXW52950771 BCX8"><span class= "NormalTextRun SCXW52950771 BCX8">Connect with Shannon:</span><span class= "LineBreakBlob BlobObject DragDrop SCXW52950771 BCX8"><span class= "SCXW52950771 BCX8"> </span><br class= "SCXW52950771 BCX8" /></span><span class= "NormalTextRun SCXW52950771 BCX8">Fractional CFO Services and Executive Financial Review: </span><a class= "Hyperlink SCXW52950771 BCX8" href= "https://www.keepwhatyouearn.com/" target="_blank" rel= "noreferrer noopener"><span class="NormalTextRun SCXW52950771 BCX8" data-ccp-charstyle= "Hyperlink">https://www.keepwhatyouearn.com/</span></a><span class= "EOP Selected SCXW52950771 BCX8" data-ccp-props= "{"134233117":false,"134233118":false,"335559738":240,"335559739":0}"> </span></p> </div> <div class="OutlineElement Ltr SCXW52950771 BCX8"> <p class="Paragraph SCXW52950771 BCX8"><span class= "NormalTextRun SCXW52950771 BCX8" data-ccp-parastyle= "No Spacing">Connect with Shannon: </span><a class= "Hyperlink SCXW52950771 BCX8" href= "https://www.linkedin.com/in/shannonweinstein" target="_blank" rel= "noreferrer noopener"><span class="NormalTextRun SCXW52950771 BCX8" data-ccp-charstyle= "Hyperlink">https://www.linkedin.com/in/shannonweinstein</span></a><span class="EOP Selected SCXW52950771 BCX8" data-ccp-props="{"335559739":0}"> </span></p> </div> <div class="OutlineElement Ltr SCXW52950771 BCX8"> <p class="Paragraph SCXW52950771 BCX8"><span class= "NormalTextRun SCXW52950771 BCX8" data-ccp-parastyle= "No Spacing">Watch full episodes: </span><a class= "Hyperlink SCXW52950771 BCX8" href= "https://www.youtube.com/@KeepWhatYouEarn" target="_blank" rel= "noreferrer noopener"><span class="NormalTextRun SCXW52950771 BCX8" data-ccp-charstyle= "Hyperlink">https://www.youtube.com/@KeepWhatYouEarn</span></a><span class="EOP Selected SCXW52950771 BCX8" data-ccp-props="{"335559739":0}"> </span></p> </div> <div class="OutlineElement Ltr SCXW52950771 BCX8"> <p class="Paragraph SCXW52950771 BCX8"><span class= "NormalTextRun SCXW52950771 BCX8" data-ccp-parastyle= "No Spacing">Listen on your favorite podcast app: </span><a class="Hyperlink SCXW52950771 BCX8" href= "https://pod.link/1580071347" target="_blank" rel= "noreferrer noopener"><span class="NormalTextRun SCXW52950771 BCX8" data-ccp-charstyle= "Hyperlink">https://pod.link/1580071347</span></a><span class= "EOP Selected SCXW52950771 BCX8" data-ccp-props= "{"335559739":0}"> </span></p> </div> <div class="OutlineElement Ltr SCXW52950771 BCX8"> <p class="Paragraph SCXW52950771 BCX8"><span class= "NormalTextRun SCXW52950771 BCX8" data-ccp-parastyle= "No Spacing">Instagram: </span><a class= "Hyperlink SCXW52950771 BCX8" href= "https://www.instagram.com/shannonkweinstein/" target="_blank" rel= "noreferrer noopener"><span class="NormalTextRun SCXW52950771 BCX8" data-ccp-charstyle= "Hyperlink">https://www.instagram.com/shannonkweinstein/</span></a><span class="EOP Selected SCXW52950771 BCX8" data-ccp-props="{"335559739":0}"> </span></p> </div> <div class="OutlineElement Ltr SCXW52950771 BCX8"> <p class="Paragraph SCXW52950771 BCX8"><span class= "NormalTextRun SCXW52950771 BCX8">The information shared is for educational purposes only and is not individualized financial advice. Aesthetics practice owners should consult a qualified professional before implementing financial strategies discussed here.</span><span class="EOP Selected SCXW52950771 BCX8" data-ccp-props= "{"134233117":false,"134233118":false,"335559738":240,"335559739":240}"> </span></p> </div> <div class="OutlineElement Ltr SCXW52950771 BCX8"> <p class="Paragraph SCXW52950771 BCX8"><strong><span class= "NormalTextRun SCXW52950771 BCX8">About Annie Robertson Hockey:</span><span class="EOP Selected SCXW52950771 BCX8" data-ccp-props="{}"> </span></strong></p> </div> <div class="OutlineElement Ltr SCXW52950771 BCX8"> <p class="Paragraph SCXW52950771 BCX8"><span class= "TextRun SCXW52950771 BCX8" lang="EN-US" xml:lang="EN-US" data-contrast="none"><span class= "NormalTextRun SCXW52950771 BCX8">Annie Robertson Hockey is the President of </span><span class= "NormalTextRun SpellingErrorV2Themed SCXW52950771 BCX8">Skytale</span><span class="NormalTextRun SCXW52950771 BCX8"> Group, a boutique investment banking, management consulting, and private capital firm. Prior to </span><span class= "NormalTextRun SpellingErrorV2Themed SCXW52950771 BCX8">Skytale</span><span class="NormalTextRun SCXW52950771 BCX8">, Annie co-founded and served as co-CEO of Column, a nationally chartered infrastructure bank, where she currently serves as an Advisor and Board Member. She previously worked at Bain & Company, Goldman Sachs, and was an early employee at several Silicon Valley startups. Annie graduated with honors from both Stanford University and the Stanford Graduate School of Business, where she was an Arjay Miller Scholar. She also serves on the board of a nonprofit focused on remediating youth economic inequality and advises the Stanford Technology Ventures Program and Stanford Women in Tech Entrepreneurship, supporting the development of female leaders.</span></span><span class="EOP SCXW52950771 BCX8" data-ccp-props="{}"> </span></p> </div> <div class="OutlineElement Ltr SCXW52950771 BCX8"> <p class="Paragraph SCXW52950771 BCX8"><strong><span class= "TextRun SCXW52950771 BCX8" lang="EN-US" xml:lang="EN-US" data-contrast="none"><span class= "NormalTextRun SCXW52950771 BCX8">Connect with Annie and </span><span class= "NormalTextRun SpellingErrorV2Themed SCXW52950771 BCX8">Skytale</span><span class="NormalTextRun SCXW52950771 BCX8"> Group:</span></span><span class="EOP Selected SCXW52950771 BCX8" data-ccp-props="{}"> </span></strong></p> </div> <div class="OutlineElement Ltr SCXW52950771 BCX8"> <p class="Paragraph SCXW52950771 BCX8"><span class= "NormalTextRun SCXW52950771 BCX8">Website: </span><a class= "Hyperlink SCXW52950771 BCX8" href= "https://url.avanan.click/v2/r01/___http:/skytalegroup.com/___.YXAzOmtlZXB3aGF0eW91ZWFybmNvOmE6bzpjMGFlNTQxNDVmNjdjMGViNGQwZWRjM2M3NmU2NjA0NTo3OjQ5OWM6YTEzODNkYjc0MTNlYzMwNGYxZWQ1NmJkYWViYzRhNjYzM2M0MmIwM2ZmZWVhOWRiYjYxMmQxZDI2MzY2YWJkNDpoOlQ6Rg" target="_blank" rel="noreferrer noopener"><span class= "NormalTextRun SCXW52950771 BCX8" data-ccp-charstyle= "Hyperlink">www.skytalegroup.com</span></a><span class= "EOP Selected SCXW52950771 BCX8" data-ccp-props= "{}"> </span></p> </div> <div class="OutlineElement Ltr SCXW52950771 BCX8"> <p class="Paragraph SCXW52950771 BCX8"><span class= "NormalTextRun SCXW52950771 BCX8">Email: </span><a class= "Hyperlink SCXW52950771 BCX8" href="mailto:info@skytalegroup.com" target="_blank" rel="noreferrer noopener"><span class= "NormalTextRun SCXW52950771 BCX8" data-ccp-charstyle= "Hyperlink">info@skytalegroup.com</span></a><span class= "EOP Selected SCXW52950771 BCX8" data-ccp-props= "{}"> </span></p> </div> <div class="OutlineElement Ltr SCXW52950771 BCX8"> <p class="Paragraph SCXW52950771 BCX8"><span class= "TextRun SCXW52950771 BCX8" lang="EN-US" xml:lang="EN-US" data-contrast="auto"><span class= "NormalTextRun SCXW52950771 BCX8">Phone: </span><span class= "NormalTextRun SCXW52950771 BCX8">(945) 235-7850</span></span><span class="EOP Selected SCXW52950771 BCX8" data-ccp-props="{}"> </span></p> </div> </div> </div> </div> </div> </div> </div>

Episode thumbnail for Combatting the Summer Slump: Mastering Inventory Management for Med Spa Cash Flow

July 14, 2026

Combatting the Summer Slump: Mastering Inventory Management for Med Spa Cash Flow

Shannon Weinstein, founder of a fractional CFO firm, reveals how med spa owners can master inventory management to boost cash flow and profitability.

Episode thumbnail for Proven Strategies to Maximize Patient Value and Re-Engage Existing Clients in Your Aesthetics Practice

July 7, 2026

Proven Strategies to Maximize Patient Value and Re-Engage Existing Clients in Your Aesthetics Practice

Host Shannon Weinstein interviews Andrea Watkins, VP of Practice Growth, on maximizing patient value and re-engaging existing clients for aesthetic practice growth.

907 total episodes available with 382 transcripts

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Frequently asked questions

Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.

What is Keep What You Earn?

Keep What You Earn is the podcast for aesthetics and wellness practice owners who want to scale profitably and build a business that is actually worth something.

Hosted by Shannon Weinstein, CPA and Fractional CFO, this show is designed for med spa owners generating $1–5M in revenue who are ready to move beyond reactive decision-making and into disciplined, strategic growth.

If you're trying to break past the $2M ceiling, improve cash flow predictability, increase margins, open additional locations, or prepare your practice for a future sale, this podcast gives you the financial clarity to do it confidently.

Each episode focuses on the financial building blocks that determine whether your practice scales smoothly or stalls under pressure, including pricing discipline, operating margin control, cash flow forecasting, customer lifetime value, and enterprise value planning. This isn't about more spreadsheets. It's about financial leadership.

Whether you're preparing for expansion or positioning your practice to sell, Keep What You Earn helps you think like a CFO and operate like a CEO.

[Disclaimer: Any opinions, recommendations, and tips offered on this podcast or other social media forums do not constitute individual tax or accounting advice. This content is designed to provide education and awareness about financial topics and responsibility for the benefit of the general public. Please consult a professional before implementing any of the suggestions made by Shannon or Keep What You Earn Co.]

How often does this podcast release new episodes?

This podcast updates daily.

Where can I listen to this podcast?

This podcast is available on 10 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

Yes, this podcast regularly features guests.

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