The How and Why of Having an Accountability Partner as an Optometrist with Drs. Jennifer Stewart and Jeremy Ciano
20/20 MONEY: The Business of Optometry
Release Date: 05/04/2020
Sponsoring a health insurance plan in your practice may not be as expensive as you think
20/20 MONEY: The Business of Optometry
Health insurance is one of the most confusing and frustrating decisions practice owners face. In this episode I sit down with Matt Allen, founder of Iconic Insurance, to break down the real options available to optometric practice owners and their teams. We walk through the three primary approaches to offering coverage including fully funded plans, self funded plans, and reimbursement strategies. Matt explains how each structure works, when they make sense, and why understanding the risk profile of your team can dramatically impact cost and plan design. We also spend time discussing a...
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20/20 MONEY: The Business of Optometry
Many optometrists are either leaving money on the table with their tax strategy—or unknowingly pushing the boundaries of tax law. Today’s episode is my guest appearance on Dr. Steve Vargo’s Eye Own a Business Podcast. Steve invited me onto his show to talk about tax planning for optometrists—specifically the strategies practice owners should be embracing right now, the ones they should avoid, and where costly mistakes often show up on tax returns. In our conversation, we walk through several examples of where optometric practice owners tend to be either too conservative...
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How VOSH International is changing global eye care—and how you can be part of it w/ Dr. Vicki Weiss, President of VOSH International
20/20 MONEY: The Business of Optometry
In this episode I sit down with Dr. Vicki Weiss, president of VOSH International, to talk about how optometrists can use their clinical skills to create impact far beyond their own practices. We discuss how VOSH has evolved from the traditional short term clinic model into a global organization focused on education, partnership, and strengthening optometric care in low and middle income countries. Dr. Weiss shares how she became involved, what the organization looks like today, and the many ways ODs can contribute through time, talent, and treasure. If you have ever wondered how your work as...
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Chemistry in the practice: why alignment beats authority with Dr. Todd Cohan, Polly Stearns, & Sadie Blair
20/20 MONEY: The Business of Optometry
Recording live from IDOC Connection in Orlando, I sit down with Dr. Todd Cohan, Sadie Blair, and Polly Stearns from Forsight Vision and Midwest Dry Eye Center to talk about the relationship between vision and execution inside a growing private practice. We go into the dynamic between the owner (visionary) and the operations lead (integrator), and why that chemistry matters more than most doctors realize. We discuss leadership cadence, how they structure weekly meetings, how goals are set and tracked, and what it looks like to invest in developing internal talent. We also unpack the real...
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SNEAK PEEK: How to give patients choices when in the exam lane - The Optometry Success Podcast
20/20 MONEY: The Business of Optometry
In this episode, we share how to confidently give patients clear choices in the exam lane without creating confusion or pushback around vision and medical care. We explain how setting expectations early and taking ownership of clear communication builds trust and increases acceptance of follow up visits. We also touch on how to structure your schedule to support shorter, more frequent visits and why giving patients ownership of their decisions improves both the patient experience and practice profitability. Hosted By Adam Cmejla, CFP and Chad Fleming, OD, FAAO Have a question? Submit...
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20/20 MONEY: The Business of Optometry
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SNEAK PEEK: What is "schedule health" and why should practice owners be measuring it - The Optometry Success Podcasts
20/20 MONEY: The Business of Optometry
In this episode, we dive into the critical concept of schedule health and how it drives strategic growth, especially when adding associates. We explore how data-driven insights help us make confident, informed decisions that support sustainable scaling for our practices. Hosted By Adam Cmejla, CFP and Chad Fleming, OD, FAAO Have a question? Submit it Subscribe on Apple Podcasts: Subscribe on Spotify: The Optometry Success Podcast, hosted by Adam Cmejla, CFP and Chad Fleming, OD, FAAO helps private-practice optometrists build profitable, sustainable...
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Getting unstuck from the messy middle of business operations with Mandy Brown
20/20 MONEY: The Business of Optometry
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...
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SNEAK PEEK: This is why you're losing money with vision plans - The Optometry Success Podcast
20/20 MONEY: The Business of Optometry
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 Subscribe on Apple Podcasts: Subscribe on Spotify: The Optometry Success...
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Design tips to maximize the patient experience (and thus your profitability) with Bill Gerber
20/20 MONEY: The Business of Optometry
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...
info_outlineHello, and welcome to this episode of 20/20 Money! My guests on today’s show are Drs. Jeremy Ciano and Jennifer Stewart. Longtime listeners of the show will recognize those names as I’ve had them both on a number of times in both 1-1 interviews as well as a three-way discussion. I respect both of their opinions and perspective as they both run highly successful practices, and that success does not come by accident.
Jennifer and Jeremy join me in today’s conversation to discuss accountability as a business owner. As practice owners, it can be sometimes be hard to set and maintain goals that we set for ourselves. Because there’s no one other than ourselves truly holding us accountable to our goals, it can be easy to slip into a sense of complacency or lose focus on where one needs to “move the needle” in their practice. Jennifer and Jeremy talk about where to find an accountability partner and how to make accountability work for everyone involved, some of the areas of their practice that they hold each other accountable, the frequency with which they check in and how they tie their frequent accountability check-ins to their long-term goals.
I’m a firm believer in having an accountability partner and I hope you enjoy this episode and that it empowers you to find someone or a small group to collective help everyone achieve more. Progress, growth, and thus profitability happen when you stay focused on your KPIs in your practice.
As a reminder, you can get all the information discussed in today’s conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, you can also set up a 20-30min Discovery conversation to learn a little bit more about what it means to work with our firm, how we serve ODs around the country, or check out any number of additional free resources like our eBooks and on-demand webinars.
And with that introduction, I hope you enjoy my conversation with Jeremy Ciano and Jennifer Stewart.
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