Entrepreneur Hub General

Hello! It's Tracy here from Listening Advocates! I work with the aging population… including solo agers and those managing injury, illness, and those in facilities. It is a BIG job with the aging population growing everyday, and the population of the younger caregivers is much less. I am passionate about talking about it as people are still digesting that idea and what that means! Advocates are more than needed! (If anyone has a good link to understanding Medicaid, I would appreciate… and coupled with LTC and denials -that would be helpful! )
Thank you!!!

Hi all,

I am Sarah Knopp, founder of Living Before Dying Corporation in Berkeley California. My speciality is cancer, and chronic illness with co-morbidities. I am a MBC patient, (thank goodness for modern medicine). My practice is a hybrid method of non-clinical advocacy, coaching and mentoring, depending on client needs. I enjoy researching different treatment options and clinical trials.

Hi everyone!
I’m Katherine Albert, founder of Beacon Cancer Navigation in Colorado.
With over 15 years of experience inside the healthcare system and being a cancer survivor myself, my practice handles the chaotic logistics and non-clinical project management for families, employers, and oncology practices. We focus on building clear care roadmaps, untangling medical bills, and finding critical resources—including financial assistance to help with daily expenses and other needs. We offer hands-on support to help families apply for these programs, and more. We even accompany patients to their medical appointments when they need an extra advocate by their side.

I’m excited to join PA360, share resources, and connect with fellow independent advocates!

Website: www.beaconcancernavigation.com

Looking forward to connecting!

Where are you located?

Thanks for sharing! And welcome to this space for fellow patient advocates!

This is an awesome background story behind your reason for advocacy

Kim this is a great idea. Although I am not a social worker, I would love to join!

Hi Kim, I would love to join. Please add me to the event list. I look forward to talking soon! — Lauren

This is such a thoughtful and meaningful topic, Kim. You really made me reflect!

I’m not a social work advocate, but I truly enjoy learning from different perspectives and experiences. I’ll work on my list over the next three weeks so I can be ready for your roundtable.

Looking forward to it!

Casandera,
Thank you SOOO much for sharing this!

If you don't mind, I'd love to add a few thoughts…

1. If a newer advocate is looking to get out of their comfort zone, to learn types of things clients ask and to connect with other advocates, please contact me about volunteering with GNA's Advocacy Support Center («ASC»). We aren't a live hotline, but advocates are talking to real clients in need, helping to route them to the best resources.

2. If any advocate ever has a case they need help finding other advocates to consult, to contract under, or to make a warm handoff — again the ASC is here for you. POSTS LIKE THIS ARE IDEAL — and also, you're very welcome to ask our team to do a deep dive search of our directory and look for advocates who have the knowledge you're seeking.

Hav a GREAT day and thanks again for posting!

AI won’t replace patient advocates. But advocates who use AI will replace those who don’t. You don't need to become a tech genius, you just need to know how to use these tools securely, ethically, and efficiently to protect your time and your practice.

My course, «AI? Piece of Cake,» is built specifically for our profession with zero fluff and straight-to-the-point workflows. Bonus: it earns you 2.0 JEDI CE credits. You'll also qualify for Sonoran Wayfinders' digital badge, Responsible AI Advocate.

Renae, thanks so much for sharing this informative pst. I hope others will ask questions or share what's working for them!

Hello,
First allow me to preface that I am not giving legal advice — that is for attorneys only. But I have a healthy background in the legal system and my belief is that you can be deposed...period. You do not have doctor/patient protection, clergy/congregant protection or attorney/client protection.

Here's what I would do, if it were me and I truly believed the client and I are a good fit: Find a good attorney to represent you (not your prospective client) and ask them to advise you if a «Non-Disclosure Agreement» (NDA) could be executed between you and the prospective client such that you would have the ability to refuse to answer any questions posed in a deposition based on the NDA. You would still have to appear if you get a subpoena (and they «should» provide a stipend for your trouble if you have to travel over a certain number of miles...at least that's the case in my State).

So, bottom-line is — ask an attorney and go from there.

Best wishes. Let me know how this turns out for your.

Val Barschaw
Author/Speaker/Advocate… and former Superior Court Clerk

7 years

great question! thanks for sharing it.

Lisa, I fully agree with your perspective and appreciate you raising this important issue. As one of the “old-timers” in patient advocacy for over 12 years, I continue to work on a limited, highly selective basis, guided by an approach that prioritizes time, trust, and personal connection.

My core philosophy remains unchanged: to be a true champion for patients and their families as they navigate an increasingly complex healthcare system. Many who need advocacy simply cannot access it due to cost. For me, the greatest reward has always been human, not financial, and I do everything I can to work with Medicare clients and expand access for those who might otherwise go without support.

I also believe our services should not be excessive. I can not relate to fees of even 200.00 or more. At the same time, I respect advocates for whom this is their primary profession—they must charge fair, realistic, and justifiable rates.

I am encouraged that Umbra is helping create pathways for Medicare reimbursement. While modest, it represents an important step forward—one we should all support.

I agree Lisa, it's getting uglier indeed.

I had to Etch-a-Sketch my business model almost immediatly when I opened my independent advocacy practice. My LLC was formed in February 2020 and the world closed down in March due to Covid. But the changes I made allowed me to serve clients all over the USA remotely. Over the years my business has evolved. The unforseen changes I had to implement early, have benefited throughout the years. Being able to adapt to client's needs is something I continue with to this day.

Hi Lisa! Such a great post — thank you for sparking this conversation. When I built the documents and workflow for my practice, I found myself asking the same questions: Who is my patient population? What can I help with? Who are my partners?

The more I explored advocacy, the more I realized how broad our work truly is. We can support almost anyone, in so many different situations, and I worried that defining my services too narrowly might limit how clients see their own needs.

That’s why I offer a short, free consultation. It gives me space to ask questions clients may not think to ask, listen to their concerns, and highlight support they may not realize an advocate can provide. That brief conversation often brings clarity for both of us.

The first thing you would need to be able to answer is why that would benefit the law firm? If you can see a clear path how your service helps them — then you have a potential opportunity.

If you have a know someone who works at a law firm you want to approach, take them to coffee or lunch and ask what the firm needs most? Listen to what pain points they have that you can help fix and begin there.

Having worked in law firms, I tried to imagine what would happen if someone come into the office seeking referrals. The only thing I could envision is if you have a professional brochure of your services (you know the kind you can put in a little display) that you may be able to set that in a waiting room area where one of their clients may pick it up and reach out to you. But only after you have shown the firm — it will help the firm.

Many lawyers are hesitant to make referrals...period. (But they love receiving them.)

Not meaning to sound negative, but until you can show them how you can help them, there is little reason to have a relationship.

A good relationship will lead to good referrals. Best wishes.

Andrew, this is a GREAT question! I'm hoping our members will jump in and share some insights.

Thanks for generously sharing a free article. Although I do not plan to sit for the exam, I appreciate all your hard work. Best wishes.

Thanks for sharing!
I do this part time, about 10 hours a week for context. My business is 3.5 years old. My clients mainly find me through GNA and word of mouth/referrals.

I offer a free inital consultation to make sure it's a good fit for everyone. There have been a few times where the free consut doesn't lead anywhere for me, and that's okay.

I do know some folks have built referral channels through building relationships with proivders direclty, or through marketing to care facilities.

THANK YOU @sylvia reisman, for such a GREAT dynamic question.

As we move from 'pre-launch' to really driving traffic to the site, I so hope you get a TON of response. I'm certainly eager to see it.

I’m a sole proprietor and chose that because LLC is a tax basis and not an adequate liability shield. Just testing here!

First, thanks for helping to test PA360 for us!

I opened an LLC. Although I am not actively building out my client list, as most of my time is spent working for GNA, but I often have kept a small client list.

The best resources along the way have been fellow advocates, who generously have shared their «what worked for me, what didn't»s, encouraged me to keep going and not be intimidated by the business aspect of ..well, running a business, and who willingly have shared their professional expertise when a case felt too big, or perhaps had an aspect I wasn't as comfortable with as the rest of the case. It gave me lived experiences that showed me just how invaluable having a community of advocate colleagues can be.

Leah,
Thank you so much for sharing this incredibly compelling story. I'm so very sorry for that patient; I can imagine that terror she was feeling, and am heartbroken for her.
Thank you so much for the work that you do in the county hospital.

Thinking of you, and that patient, today,
AnnMarie