20/20 MONEY: The Business of Optometry

Getting unstuck from the messy middle of business operations with Mandy Brown

Ever feel like you're stuck in the "messy middle" and on the operations "hamster wheel" in your practice? If so, this one's for you. Mandy Brown joins me to talk about operational efficiency and what it really takes to run a well-functioning optometry practice. We discuss the challenges practice owners face with delegation, the importance of hiring the right people, and developing an operational mindset that supports long-term success. Mandy also shares how virtual assistants can play a meaningful role in freeing up time, improving focus, and helping owners work more intentionally on their business rather than getting stuck in the day-to-day. We wrap up the episode with Mandy providing a very insightful NBS for listeners to consider. Resources: Connect with Mandy on LinkedIn [https://www.linkedin.com/in/mandy-brown-45635599/] How one owner left his practice for 30 days—and why more owners should consider it [https://integratedpwm.com/378] Book a Triage call with Adam [https://integratedpwm.as.me/schedule/bc0791cb/appointment/1713824/calendar/706316?appointmentTypeIds[]=1713824] Download the Practice Owner's Financial Toolkit [https://integratedpwm.com/toolkit] 20/20 Money Ultimate Financial Success Masterclass [https://www.2020membership.com/] OD Mastermind Interest Form [https://www.jotform.com/form/250467795073062] Check out Adam's new book: How to Buy an Optometry Practice [https://a.co/d/0wv5uLn] ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts [https://itunes.apple.com/us/podcast/the-dose-podcast/id1438352481?mt=2] Spotify [https://open.spotify.com/show/44jE3DxOjZQPok0H9D2jw3?si=7fhsalltRqGlwEbVqYnAQA] ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here! [https://integratedpwm.com/learningcenter/?cat=podcast] The Optometry Success Podcast Subscribe on Apple Podcasts: https://bit.ly/4tttng6 [https://bit.ly/4tttng6] Subscribe on Spotify: https://bit.ly/4tuf0YM [https://bit.ly/4tuf0YM]

SNEAK PEEK: This is why you're losing money with vision plans - The Optometry Success Podcast

In this episode, we explore how we can shift from traditional scopes of practice to a more intentional, patient-centric approach. We dive into embracing managed vision care plans, redefining our billing practices, and using strategic communication to better serve our patients. Along the way, we share actionable insights to improve practice efficiency and patient outcomes as optometry continues to evolve. Hosted By Adam Cmejla, CFP and Chad Fleming, OD, FAAO Have a question? Submit it here [https://form.jotform.com/252526305103041] Subscribe on Apple Podcasts: https://bit.ly/4tttng6 [https://bit.ly/4tttng6] Subscribe on Spotify: https://bit.ly/4tuf0YM [https://bit.ly/4tuf0YM] The Optometry Success Podcast, hosted by Adam Cmejla, CFP and Chad Fleming, OD, FAAO helps private-practice optometrists build profitable, sustainable businesses with clarity and confidence. Hosted by Adam Cmejla, CFP—a financial planner and CFO to ODs nationwide—and Dr. Chad Fleming, OD—a multi-location practice owner with decades of hands-on experience—each 20-minute episode delivers practical strategies and actionable insights you can apply right away. From leadership and financials to team culture, operations, and growth, this is your weekly dose of real-world advice for real-world practice owners. New episodes every Wednesday. Please be sure to subscribe to The Optometry Success Podcast on Apple Podcasts and Spotify now to check out the next two episodes right now! The Optometry Success Podcast Subscribe on Apple Podcasts: https://bit.ly/4tttng6 [https://bit.ly/4tttng6] Subscribe on Spotify: https://bit.ly/4tuf0YM [https://bit.ly/4tuf0YM] Resources: Book a Triage call with Adam [https://integratedpwm.as.me/schedule/bc0791cb/appointment/1713824/calendar/706316?appointmentTypeIds[]=1713824] Download the Practice Owner's Financial Toolkit [https://integratedpwm.com/toolkit] 20/20 Money Ultimate Financial Success Masterclass [https://www.2020membership.com/] OD Mastermind Interest Form [https://www.jotform.com/form/250467795073062] ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts [https://itunes.apple.com/us/podcast/the-dose-podcast/id1438352481?mt=2] Spotify [https://open.spotify.com/show/44jE3DxOjZQPok0H9D2jw3?si=7fhsalltRqGlwEbVqYnAQA] ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here! [https://integratedpwm.com/learningcenter/?cat=podcast]

Design tips to maximize the patient experience (and thus your profitability) with Bill Gerber

You know optical design is important, but you also know it's complicated. Where do you begin? How much should you spend? What should you focus on? On this episode, my guest on today's show is Bill Gerber, founder and CEO of the Optical Marketing Group. Bill joins me to talk about the role practice design plays in patient experience and overall financial performance. We discuss how thoughtful design can influence capture rates, why understanding your ideal patient avatar matters, and how to recognize when your space needs a refresh. Bill also shares common design pitfalls, how technology fits into modern practice design, and why proper planning is critical to a successful remodel. Resources: Optify [https://optify.io/] Aloha [https://getaloha.com/optometry/] Book a Triage call with Adam [https://integratedpwm.as.me/schedule/bc0791cb/appointment/1713824/calendar/706316?appointmentTypeIds[]=1713824] Download the Practice Owner's Financial Toolkit [https://integratedpwm.com/toolkit] 20/20 Money Ultimate Financial Success Masterclass [https://www.2020membership.com/] OD Mastermind Interest Form [https://www.jotform.com/form/250467795073062] ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts [https://itunes.apple.com/us/podcast/the-dose-podcast/id1438352481?mt=2] Spotify [https://open.spotify.com/show/44jE3DxOjZQPok0H9D2jw3?si=7fhsalltRqGlwEbVqYnAQA] ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here! [https://integratedpwm.com/learningcenter/?cat=podcast] The Optometry Success Podcast Subscribe on Apple Podcasts: https://bit.ly/4tttng6 [https://bit.ly/4tttng6] Subscribe on Spotify: https://bit.ly/4tuf0YM [https://bit.ly/4tuf0YM]

PREVIEW: The Optometry Success Podcast - Reducing business risk when adding associate ODs in an established practice

The Optometry Success Podcast, hosted by Adam Cmejla, CFP and Chad Fleming, OD, FAAO helps private-practice optometrists build profitable, sustainable businesses with clarity and confidence. Hosted by Adam Cmejla, CFP—a financial planner and CFO to ODs nationwide—and Chad Fleming, OD, FAAO—a multi-location practice owner with decades of hands-on experience—each 20-minute episode delivers practical strategies and actionable insights you can apply right away. From leadership and financials to team culture, operations, and growth, this is your weekly dose of real-world advice for real-world practice owners. New episodes every Wednesday. Please be sure to subscribe to The Optometry Success Podcast on Apple Podcasts and Spotify now to check out the next two episodes right now! The Optometry Success Podcast Subscribe on Apple Podcasts: https://bit.ly/4tttng6 [https://bit.ly/4tttng6] Subscribe on Spotify: https://bit.ly/4tuf0YM [https://bit.ly/4tuf0YM] Reducing business risk when adding associate ODs in an established practice Adding associate ODs in an established practice feels risky. Let's go from risky to empowering! In this episode, we explore the mindset shifts, financial considerations, and key performance indicators necessary for successful expansion. We'll discuss how to proactively determine when your practice is ready for an associate and how to break down the investment of hiring an associate into your practice. Have a question? Submit it here [https://form.jotform.com/252526305103041] Subscribe on Apple Podcasts: https://bit.ly/4tttng6 [https://bit.ly/4tttng6] Subscribe on Spotify: https://bit.ly/4tuf0YM [https://bit.ly/4tuf0YM] Resources: Book a Triage call with Adam [https://integratedpwm.as.me/schedule/bc0791cb/appointment/1713824/calendar/706316?appointmentTypeIds[]=1713824] Download the Practice Owner's Financial Toolkit [https://integratedpwm.com/toolkit] 20/20 Money Ultimate Financial Success Masterclass [https://www.2020membership.com/] OD Mastermind Interest Form [https://www.jotform.com/form/250467795073062] ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts [https://itunes.apple.com/us/podcast/the-dose-podcast/id1438352481?mt=2] Spotify [https://open.spotify.com/show/44jE3DxOjZQPok0H9D2jw3?si=7fhsalltRqGlwEbVqYnAQA] ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here! [https://integratedpwm.com/learningcenter/?cat=podcast]

Why value creation matters more than timing your exit: a conversation with Tom Turmell

If you wait until you're ready to sell to start planning, you're already late. My guest on today's show is Tom Turmell, founder of TMT Capital. Tom joins me to talk about practice ownership, succession planning, and what optometrists need to understand long before they ever think about selling their practice. We discuss why creating value ahead of a transition matters, the importance of having the right advisory team in place, and how personal goals should drive exit decisions—not the other way around. Tom also shares why checking out during the sale process can be costly and why starting the planning conversation years in advance is one of the best moves a practice owner can make. Resources: Book a Triage call with Adam [https://integratedpwm.as.me/schedule/bc0791cb/appointment/1713824/calendar/706316?appointmentTypeIds[]=1713824] Download the Practice Owner's Financial Toolkit [https://integratedpwm.com/toolkit] 20/20 Money Ultimate Financial Success Masterclass [https://www.2020membership.com/] OD Mastermind Interest Form [https://www.jotform.com/form/250467795073062] TMT Capital [https://www.tmtcapital.com/] Current State & Business Plan Handout [https://integratedpwm.com/wp-content/uploads/2026/01/Current-State-and-Business-Plan-Handout.pdf] ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts [https://itunes.apple.com/us/podcast/the-dose-podcast/id1438352481?mt=2] Spotify [https://open.spotify.com/show/44jE3DxOjZQPok0H9D2jw3?si=7fhsalltRqGlwEbVqYnAQA] ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here! [https://integratedpwm.com/learningcenter/?cat=podcast]