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Episode
Guide to Building a Sustainable Concierge Longevity Practice
~133 min
Episode Brief·YouTube

Guide to Building a Sustainable Concierge Longevity Practice

Kara Fitzgerald
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TL;DR

The four things you'd lose by not watching

4 items

TL;DR

The four things you'd lose by not watching

4 items
1

Dr. Brooke Stubs, a double board-certified internal medicine and lifestyle medicine physician, built a concierge practice in Austin after burning out as a hospitalist; she attributes her turnaround to implementing all pillars of lifestyle medicine, including a 180-degree improvement in labs and symptoms.

2

She stresses that pricing a concierge practice should be reverse-engineered from your desired income and work hours, and that she regrets ever lowering her prices when business was slow.

3

To streamline lab work, she uses a custom Vibrant America panel with a $225 minimum, offering the same panel at enrollment and at 6 months, which patients prefer over the patchwork of Quest labs, and she adds higher-tier services like a DEXA scan.

4

She hosts a biennial wellness event, the Rooted Retreat, where all proceeds go to charity, featuring speakers, yoga, sound baths, and vendors, which she sees as both community-building and a way to give back.

Protocols

Concrete recipes — what, when, how much, and why

4 items

Concierge practice boundaries and same-day access

WhatSet clear expectations that you are not an on-call emergency physician, but reserve same-day appointment slots exclusively for concierge members who need urgent visits.
WhenAt the time of enrollment and whenever a patient contacts you for an urgent issue.
DoseOngoing policy; leave a few appointment slots each day that cannot be booked online by non-members.
For whomFor solo concierge clinicians without after-hours coverage.
WhyProtects your personal time and burnout risk while still providing superior access compared to traditional insurance-based practices.
CaveatsPatients must understand that true emergencies require the emergency room, not a same-day office visit.

After leaving a stressful hospitalist role that nearly gave her a heart attack while pregnant, Dr. Stubs was determined not to recreate the same overwork in her own practice. She structured her concierge service so that patients know she is not accessible 24/7 for emergencies; they must go to the ER. However, she offers a significant advantage over typical primary care: same-day appointments. She blocks online slots that are reserved for concierge members, so they can be seen quickly for urgent but non-life-threatening issues like suspected infections before travel. This model relies on her physical office and a team of staff to manage scheduling, prescriptions, and follow-ups, allowing her to maintain a full patient schedule within defined office hours (9:30-4:00 with a 30-minute lunch). She emphasizes that this structure, combined with clear messaging, has allowed her to avoid the burnout that drove her from hospital medicine.

Mechanism

By communicating boundaries upfront and building them into the scheduling system, patients learn to triage appropriately and respect the provider's time, reducing after-hours calls and preventing burnout.

Personal experience

She says, 'I had to be very clear with my patient. It's like this isn't going to be the concierge doctor that you call in the middle of the night... I leave some time open that you cannot you can't request an appointment and that's just for my my concierge member if they need to get in same day.'

I had to be very clear with my patient. It's like this isn't going to be the concierge doctor that you call in the middle of the night. If it's an emergency, you're up in the middle of the night, you have to go to the emergency room.

Also said
“anybody can book with me online. You they can request an appointment online and then we have to call to book but then I leave some time open that you cannot you can't request an appointment and that's just for my my concierge member if they need to get in same day”— Shows the practical implementation of same-day access via online booking.

Custom Vibrant America panel baseline and 6-month retesting

WhatFor each concierge patient, order a custom Vibrant America panel at enrollment and repeat the same panel at six months to track trends and provide comprehensive baseline data.
WhenAt membership start and every six months thereafter.
DoseThe panel costs a minimum of $225; it includes extended hormones, expanded lipid profile, inflammatory markers, vitamins D/B12/folate, magnesium, and other functional markers selected from Vibrant's pick-and-choose menu.
For whomConcierge patients who want more than what insurance-based annual check-ups provide, including those focused on prevention, fertility, or metabolic health.
WhyOffers a uniform, one-stop lab experience that satisfies patient demand for functional testing, reduces administrative work, and allows trend tracking over time.
CaveatsDoes not replace targeted, high-frequency monitoring for specific abnormalities (e.g., thyroid); for those, she still uses Quest individually. The panel may not include advanced genetic markers like BRCA, so additional testing may be needed elsewhere.

Dr. Stubs initially used Quest for low-cost baseline labs but found it chaotic to mix insurance billing, client-bill options, and add-on functional tests. As her clientele grew and demanded more functional insights, she adopted Vibrant's America panel. She sets a fixed panel for all patients—extended hormones, a lipid/inflammatory mix, vitamins, magnesium, etc.—and repeats it at six months. The same panel at both time points creates a clean before-and-after picture, which she finds motivating for patients and clinically useful. For any follow-up on a specific abnormality (like thyroid), she uses Quest for single-marker, frequent testing because it's more cost-effective than re-running the entire Vibrant panel. The $225 minimum is covered within the concierge tier, making the offering seamless.

Mechanism

By bundling a comprehensive set of tests into a single draw and covering it under the concierge fee, patients receive a consistent data set. Repeating the same panel at six months enables comparison of values, revealing the impact of lifestyle changes and medical interventions. This consistency also simplifies staff workflows and reduces billing questions.

Personal experience

She notes, 'People appreciate that it's more than what they're getting in their primary care. It's more than what their insurance is covering and it's covered underneath our our tier.'

the way we have it structured is that you get the same panel when you start and then six months.

Also said
“looking at my own data. Yeah. Really handsy to have my trends over time.”— Highlights the value of trend tracking, which she personally appreciates when viewing her own labs.

DEXA scan for body composition and muscle mass monitoring

WhatOffer an in-office DEXA (dual-energy X-ray absorptiometry) scan as part of a higher-tier concierge package to measure body fat percentage, lean muscle mass, and bone density.
WhenAt initial enrollment for patients on medical weight loss programs and periodically to track changes, especially during perimenopause.
DoseAs needed based on the patient's goals; the scan is a one-time procedure per session.
For whomPatients undergoing medical weight loss, perimenopausal and menopausal women concerned about muscle loss, and those seeking a data-driven view of their progress.
WhyProvides an objective metric of muscle preservation and fat loss that scales weight or BMI alone cannot show, helping patients stay motivated and allowing clinicians to adjust interventions.
CaveatsRequires space and purchase/lease of a DEXA unit; staff must be trained to operate it. Not yet live in her practice as of the interview.

Dr. Stubs is adding a DEXA scanner to her practice as a tool to elevate her concierge offering. She has a large medical weight loss segment and wants to ensure that patients do not lose lean muscle mass while shedding fat. For women entering perimenopause, when sarcopenia risk increases, having a DEXA on hand enables her to monitor muscle mass and intervene early with resistance training or nutritional adjustments. By embedding the scan into a higher-priced tier, she creates a turnkey metric that patients can follow alongside their lab work, making the membership more tangible and results-oriented.

Mechanism

DEXA uses low-dose X-rays to differentiate bone, lean tissue, and fat mass, providing a precise breakdown of body composition. Tracking these numbers over time allows patients to see improvements in muscle mass even if scale weight doesn't change dramatically, which is critical during weight loss and the metabolic changes of menopause.

we're gonna bring in a DEXA scan... we want to make sure their muscle mass is being maintained and we want people focus on gaining more muscle as they go through parame menopause or menopausal states.

Host an annual (or biennial) wellness retreat for community building and charity

WhatOrganize a full-day wellness event with speakers, movement classes, sound baths, and vendors, donating all proceeds to a local charity.
WhenOnce a year or every two years; smaller quarterly community gatherings in the office can supplement.
DoseFull-day event, typically attracting 65-85 attendees.
For whomFemale-focused concierge practices looking to enhance patient engagement, attract new clients, and demonstrate social responsibility.
WhyBuilds a supportive community around the practice, reinforces the clinic's mission of proactive health, and gives back to the community, which also serves as organic marketing.
CaveatsRequires significant planning, staff time, and potentially upfront costs; Dr. Stubs admits it is a 'ton of work' and now hosts it biennially to reduce burden.

Dr. Stubs created the Rooted Retreat to bring women together in a positive, healthy environment. The event features expert talks on health and mindset, a sound bath, meditation, yoga, breathwork, cupping, ear seeding, and a vendor marketplace. All proceeds go to local charities such as those supporting homeless women and children. The first year they also donated to a national fertility charity. Despite the workload, she finds it incredibly rewarding and has started hosting smaller office forums (e.g., on perimenopause) to maintain community connection throughout the year. This model not only gives back but also strengthens her brand and patient retention.

Mechanism

The event creates a high-touch, immersive experience that deepens the patient-practice relationship beyond clinical visits. It positions the provider as a community health leader and builds loyalty. The charitable component adds a feel-good factor and attracts word-of-mouth referrals.

Personal experience

She says, 'I love this event... it's one of my favorite things.' The event leaves attendees feeling like 'I've got a community here. I've got a place I can ask questions.'

we don't make any money off of the the event. Anything that we make goes to charity and then we raise money for charity at the event.

Also said
“it's actually such a vibrant thing for our community. We have anywhere from like 65 to 85 um people that show up and it's a day of speakers... we have sound bath, meditation, yoga session, we have um a breath work session... it is always so good when you get women together”— Describes the scale and variety of activities, showing how the event becomes a powerful community touchpoint.

What's new

Personal practice updates, fresh positions, predictions

3 items

Pricing strategy for a solo concierge practice

Set your concierge membership price by calculating how much you want to earn and how many hours you want to work, then stick to that price without lowering it even when business is slow.

Why this matters: Many clinicians entering concierge medicine worry about pricing and may undercharge to attract patients; Dr. Stubs shares that lowering prices was a mistake and that consistently priced services eventually attracted the right patients.

Background

Transitioning from hospitalist medicine to a cash-based concierge model left her without an existing patient panel; she had to build from scratch. Initial slow ramp-up caused her anxiety, leading her to drop prices, which she later regretted.

Dr. Stubs emphasizes that a common fear among new concierge practitioners is that nobody will pay their rates, prompting them to discount. She fell into this trap early on and now advises against it. Instead, she urges clinicians to do 'reverse engineering': decide the target annual salary and the number of patient-facing hours per week, then divide to find the necessary revenue per patient. The price then reflects the value of the time and service. Over the past few years, she's been gradually raising her fees and sees that the market accepts it. The key is patience; even if the practice fills slowly, consistent pricing attracts patients who truly value the care. She notes that having a physical location and relying on word-of-mouth further validates the premium pricing.

Personal experience

She recounts: 'I would get so nervous that nobody was coming that I'd lower my price. And I I think if I had to do it again, I would have never done that.' She is now actively ramping her prices back up after learning that lesson.

set your prices like know what you want to make and know how much you want to work and set that price and the people will come.

Also said
“I would get so nervous that nobody was coming that I'd lower my price. And I I think if I had to do it again, I would have never done that.”— First-hand admission of the mistake reinforces why holding firm on price is crucial.

Custom Vibrant America panel as a turnkey lab solution

Switching from Quest to a custom Vibrant America panel (minimum $225) allowed her to offer a comprehensive, uniform lab set to all concierge patients, improving patient satisfaction and operational efficiency.

Why this matters: Many clinicians struggle with managing multiple lab vendors and insurance billing; a single, custom panel bundled into the concierge fee simplifies both the patient experience and staff workload.

Background

Initially she used Quest for low-cost baseline labs but found the process chaotic with separate billing and limited functional markers. As patients increasingly requested functional testing, she needed a more integrated solution.

Dr. Stubs started with Quest for its low per-test costs and no minimum order, which helped when she was undercharging for her services. However, as her practice grew and she wanted to include functional markers like inflammatory lipids, magnesium, vitamin D, B12, and folate, Quest became expensive and administratively messy. Vibrant's America panel let her pick and choose a broad array of tests for a single draw, with a $225 minimum that fits neatly into her concierge fee structure. Now every patient receives the same panel at intake and at six months, creating a consistent baseline and trend analysis. She notes that patients appreciate getting more than what their insurance-covered primary care offers, and the uniform billing reduces front-desk questions. For targeted, frequent monitoring (e.g., thyroid), she still uses Quest separately, but the bulk of functional screening is done via Vibrant.

Personal experience

She states, 'our patients are much happier and it's I don't have as many questions about who's getting what. Everybody's getting the same thing and it's going to the same place and it's under the same payment structure and it's it's just much easier.'

we realize we need to be able to offer more and it is easier to do this through vibrant because they have this vibrant America panel where you can just pick and choose any of the things that you want.

Also said
“there's a minimum that you have to order for the lab work it's $225 but as we're increasing our concierge fee and our concierge cost... we're getting a more extensive lab work for $230 and our patients are much happier”— Provides the specific cost figure and shows how integrating the panel into the membership fee increases patient satisfaction.

Adding a DEXA scan to a high-tier concierge package

To address weight loss and menopause-related muscle loss, she recently added an in-office DEXA scan, offering it as a turnkey body composition tracking tool within a higher-tier membership.

Why this matters: Incorporating objective body composition data (muscle mass, fat percentage) directly into the practice differentiates the service and appeals to patients undergoing medical weight loss or perimenopause, without requiring her direct involvement for each scan.

Background

Prior to this, she relied on standard scale weight and lab measures, which don't reveal muscle preservation. With a focus on medical weight loss and perimenopausal muscle health, she sought a concrete metric to track progress.

Dr. Stubs explains that many of her patients are in the early 40s or postpartum phase and often seek medical weight loss. She wants to ensure their muscle mass is maintained and even increased during weight loss, especially as women approach perimenopause and menopause when muscle loss accelerates. The DEXA scan provides precise body composition data, allowing her to show patients tangible changes beyond the scale. By embedding it as part of a higher-tier concierge package, she creates an added value that doesn't require her time for every scan—staff can run it. She sees this as part of a 'turnkey' approach where patients can follow their body metrics alongside lab work and see the impact of lifestyle changes.

Personal experience

She signed the contract the previous week and was waiting for the scanner to arrive, expressing excitement about the ability to track metrics she couldn't before.

we're gonna bring in a DEXA scan. Actually, we just signed on it last week... giving people what they want and you know providing a turnkey kind of package where they can follow those body metrics and see their body habits change

Also said
“we do a lot of medical weight loss in our office and we want to make sure their muscle mass is being maintained and we want people focus on gaining more muscle as they go through parame menopause or menopausal states”— Clarifies the clinical rationale behind the DEXA purchase.

Recommendations

Products, supplements, and tools mentioned in the episode

2 items

Vibrant Wellness America Panel

Service

Dr. Stubs uses Vibrant's custom America panel as the core lab offering in her concierge practice, after switching from Quest for broader functional testing.

She explains that the America panel allows clinicians to pick and choose tests, with a $225 minimum order. It consolidates what would otherwise be multiple Quest orders and separate insurance billing into one draw and payment. This simplifies workflows for staff and creates a uniform patient experience. While she still uses Quest for isolated, frequent monitoring (e.g., thyroid), Vibrant covers the majority of her baseline and follow-up panels, including hormones, inflammatory markers, lipids, vitamins, and minerals. Additional Vibrant tests like food sensitivity, gut zoomer, total tox screen, and hormone panels can be layered on, and the per-test cost goes down as volume increases.

vs alternatives

Compared to Quest, Vibrant offers a broader functional menu in a single requisition with no separate insurance billing. However, Quest is still cheaper for individual tests and has no minimum order, which is useful for targeted, frequent monitoring of a single marker.

Personal experience

She states that 'our patients are much happier' and that it's 'much easier' operationally.

we realize we need to be able to offer more and it is easier to do this through vibrant because they have this vibrant America panel where you can just pick and choose any of the things that you want.

Also said
“there's a minimum that you have to order for the lab work it's $225... we're getting a more extensive lab work for $230 and our patients are much happier”— Provides the cost figure and patient satisfaction benefit.
Find Vibrant

Perelel (Parallel Packets) Perinatal Support

Supplement

During the discussion on what she recommends to her predominantly female patient base, Dr. Stubs highlighted the Perelel prenatal packets as a supplement she personally loves and recommends, especially for women in the perinatal period, but also for general health.

She mentions that she is vocal about this product on her Instagram and has a whiteboard in her office listing the supplements she would take, with most coming from this line or adding a few others. The product provides a convenient packet-based delivery. She notes that for patients in the perinatal period, some OB colleagues require true folic acid rather than methylfolate, so clinicians should verify with the patient's specialist. She has considered creating her own supplement line or partnering with a single company but currently uses this as her go-to without any financial arrangement.

vs alternatives

Many prenatal vitamins contain methylfolate, but traditional OBs may insist on folic acid, so this supplement might need to be discussed with the patient's other providers. No direct comparison with other specific brands provided.

Personal experience

She states, 'I really have loved the parallel packets um the Perry support... I don't have any ties or anything. I just I have liked it.'

I have been uh really vocal on my Instagram. I really have loved the parallel packets um the Perry support.

Find Perelel

Notable quotes

Lines worth pulling out — contrarian, specific, or perfectly phrased

6 items
This job is going to kill me.
Powerfully captures the moment of crisis that drove her to leave hospitalist medicine and pivot to lifestyle medicine.
I implemented all of the pillars of lifestyle medicine and I felt a 180 in how I was feeling. A 180 in my lab work. My cholesterol improved. my blood pressure improved. my symptoms of anxiety, irritability, headaches, endometriosis, you know, all of these things improved.
Demonstrates the dramatic personal transformation that validates her belief in lifestyle medicine's power.
set your prices like know what you want to make and know how much you want to work and set that price and the people will come.
A clear, actionable pricing mantra for starting a concierge practice, boiling down the financial planning to first principles.
I would get so nervous that nobody was coming that I'd lower my price. And I I think if I had to do it again, I would have never done that.
Honest admission of a common mistake, providing a cautionary tale that reinforces the above pricing advice.
we don't make any money off of the the event. Anything that we make goes to charity and then we raise money for charity at the event.
Shows a purely altruistic approach to community events, which contrasts with typical marketing-driven retreats and enhances the authenticity of her practice.
I just knew that this was the way I needed to go... I knew in intuitively there was something more we could be doing to help people stay out of the hospital.
Captures the intuitive shift from treating acute episodes to preventing them, driving her career change.

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Topics covered

burnoutlifestyle-medicine-transitionconcierge-practice-setuppricing-strategysolo-practice-managementlab-streamliningvibrant-america-paneldexa-scanmedical-weight-lossperimenopausecommunity-buildingcharitable-eventsupplement-recommendationperinatal-nutritionpractice-boundaries
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