Version 1.0 — 2026 Edition | Download Available After Purchase

What You Receive

• 1 downloadable PDF (Version 1.0 — 2026 Edition)
• Printable PDF
• Fully updated for 2026 industry trends/insights
• Immediate download only access after purchase

Important Disclaimer (Required for product listing)

This tool is for educational and reflective purposes only and is not legal, financial, or medical advice. It is not a guarantee of success in any practice model. Always consult legal counsel, financial professionals, and experienced advisors before making decisions that may impact your patients, practice, or livelihood. Your career is too important to build on assumption or hurry.

Who This Is For

This assessment is ideal for:
• Physicians, Specialists, PAs, RNs and other healthcare professionals exploring concierge medicine
• Clinicians evaluating alternative models
• NPs & PAs considering private membership models
• Practice owners planning a transition
• Healthcare leaders doing strategic career reflection
• Anyone seeking clarity, purpose, and direction for 2026 and beyond

Why This Matters

Most clinicians exploring Concierge Medicine don’t struggle with skill — they struggle with clarity.
This assessment helps you:
• Identify blind spots
• Define what “enough” means
• Evaluate risk + readiness
• Consider pricing + business sustainability
• Understand patient behavior realities
• Lead with intention rather than hurry

The goal: get clear before you get busy.

A first-of-its-kind self-assessment created by Concierge Medicine Today (est. 2007) to help healthcare professionals evaluate their mindset, business readiness, financial preparedness, and leadership clarity before transitioning into a Concierge Medicine or membership-based practice. This is NOT a test — it’s an invitation to slow down, reflect, and design a more intentional medical career.

Change rarely begins with certainty — it begins with honesty.

CMT’s Concierge Medicine Career Readiness & Mindset Assessment™ is a guided, evidence-informed self-assessment designed to help physicians, nurse practitioners, and healthcare professionals evaluate their personal, professional, and business readiness for a Concierge Medicine model.

This tool combines leadership principles, business fundamentals, patient-behavior insights, and experience-design thinking into one practical, reflective workbook. There are no perfect scores — only perspective, clarity, and confidence for your next right step.

What’s Included

1. Mindset & Mission Assessment

Reflect on purpose, motivations, habits, identity, and readiness to transition from hurry → clarity.
Includes:
✔ Yes/No/Unsure prompts
✔ Personal reflection space
✔ Guidance on next steps and recommended learning resources
✔ Links to The DocPreneur Leadership Podcast™ archive

2. Business & Brand Readiness Checklist

Evaluate the essential business elements required for a stable membership-based practice.
Topics include:
✔ Cost awareness
✔ Financial runway
✔ Pricing strategy
✔ Legal/compliance considerations
✔ Sustainability and lifestyle alignment
✔ Why “racing to the bottom” on price is financially dangerous

Includes guidance on how to build a realistic business plan and why attending the Concierge Medicine Forum™ can accelerate clarity by years.

3. Marketing, Leadership & Patient Behavior Review

Explore how patients make decisions — and how successful practices communicate value.
Covers:
✔ Ideal patient clarity
✔ Messaging strategy
✔ HSA behaviors
✔ Relationship-driven communication
✔ Retention metrics
✔ Hospitality-driven leadership
✔ “Echo chamber” avoidance

Includes curated recommendations from CMT’s Business Center & Educational Library.

4. Self-Scoring Framework (Learn / Plan / Launch Phases)

A simple scoring structure to identify your current phase:
0–5 Yes → Learn Phase
6–10 Yes → Plan Phase
11–15 Yes → Launch Phase

Each phase includes a full explanation of:
• What it means
• How to evaluate your readiness
• What your next wise step should be
• How top concierge physicians navigated their transition intentionally

5. Final Guidance Letter from CMT’s Editor-In-Chief

Encouragement and clarity for designing a practice with intention — not improvisation.
A powerful reminder that excellence is not the result of speed, but of disciplined, thoughtful design.

6. Industry Resource Directory

Alphabetized list of industry-specific consulting firms, attorneys, recruiters, and membership-model partners (not endorsements).
Includes direct links for further due diligence.