20/20 MONEY: The Business of Optometry

Adam Cmejla

20/20 Money is the top podcast for optometrists, private practice owners, and ODs who want to master optometry practice management, financial planning, and long-term business strategy. Hosted by Adam Cmejla, CFP®, the show delivers practical guidance on everything that affects the profitability, growth, and value of your optometry practice. Episodes cover: • Optometry practice management & operations • Financial planning for optometrists • Practice growth strategies & profitability tips • Selling your practice & OD exit planning • Private equity deals in optometry • Hiring, leadership, and team development • Tax planning, cash flow, and retirement readiness • Student loan strategies for ODs • Cold starts, acquisitions, and multi-location scaling With expert interviews, case studies, and step-by-step breakdowns, you'll learn how to make smarter business decisions, build personal wealth, and create a thriving career inside and outside the exam room. If you're an OD serious about elevating your practice and improving your financial future, 20/20 Money is your competitive advantage. For more information on the show and on Adam, please visit https://www.integratedpwm.com/

  1. SNEAK PEEK: How to give patients choices when in the exam lane - The Optometry Success Podcast

    22H AGO

    SNEAK PEEK: How to give patients choices when in the exam lane - The Optometry Success Podcast

    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 it here Subscribe on Apple Podcasts: https://shorturl.at/Fq1Ro  Subscribe on Spotify: https://shorturl.at/jCtsk    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 Subscribe on Spotify: https://bit.ly/4tuf0YM        Resources: Book a Triage call with Adam Download the Practice Owner's Financial Toolkit 20/20 Money Ultimate Financial Success Masterclass OD Mastermind Interest Form   ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!

    22 min

  2. 2D AGO

    Why you can't ignore AI as a practice owner (and a beginner's path to using it) with Eugene Shatsman

    Eugene joins me to talk about how artificial intelligence is showing up in optometry and why there's a growing gap between how patients use AI in their daily lives and how most practices are adopting it.   We discuss how this shift is changing patient expectations, what it means for the patient journey, and where practices can use AI to improve engagement, communication, and efficiency—without losing the human element of care. We wrap up with a look at where AI in healthcare is headed and how practice owners can use it intentionally to enhance both patient experience and practice operations.   Resources: Book a Triage call with Adam Download the Practice Owner's Financial Toolkit 20/20 Money Ultimate Financial Success Masterclass OD Mastermind Interest Form National Strategic Group   ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!   The Optometry Success Podcast  Subscribe on Apple Podcasts: https://bit.ly/4tttng6 Subscribe on Spotify: https://bit.ly/4tuf0YM

    59 min
  3. SNEAK PEEK: What is "schedule health" and why should practice owners be measuring it - The Optometry Success Podcasts

    FEB 25 · BONUS

    SNEAK PEEK: What is "schedule health" and why should practice owners be measuring it - The Optometry Success Podcasts

    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 here Subscribe on Apple Podcasts: https://shorturl.at/Fq1Ro  Subscribe on Spotify: https://shorturl.at/jCtsk    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 Subscribe on Spotify: https://bit.ly/4tuf0YM        Resources: Book a Triage call with Adam Download the Practice Owner's Financial Toolkit 20/20 Money Ultimate Financial Success Masterclass OD Mastermind Interest Form   ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!

    23 min

  4. FEB 23

    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 How one owner left his practice for 30 days—and why more owners should consider it Book a Triage call with Adam Download the Practice Owner's Financial Toolkit 20/20 Money Ultimate Financial Success Masterclass OD Mastermind Interest Form Check out Adam's new book: How to Buy an Optometry Practice   ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!   The Optometry Success Podcast  Subscribe on Apple Podcasts: https://bit.ly/4tttng6 Subscribe on Spotify: https://bit.ly/4tuf0YM

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

    FEB 18 · BONUS

    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 Subscribe on Apple Podcasts: https://bit.ly/4tttng6 Subscribe on Spotify: 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 Subscribe on Spotify: https://bit.ly/4tuf0YM      Resources: Book a Triage call with Adam Download the Practice Owner's Financial Toolkit 20/20 Money Ultimate Financial Success Masterclass OD Mastermind Interest Form   ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!

    23 min

  6. FEB 16

    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 Aloha Book a Triage call with Adam Download the Practice Owner's Financial Toolkit 20/20 Money Ultimate Financial Success Masterclass OD Mastermind Interest Form   ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!   The Optometry Success Podcast  Subscribe on Apple Podcasts: https://bit.ly/4tttng6 Subscribe on Spotify: https://bit.ly/4tuf0YM

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

    FEB 11 · BONUS

    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 Subscribe on Spotify: 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 Subscribe on Apple Podcasts: https://bit.ly/4tttng6 Subscribe on Spotify: https://bit.ly/4tuf0YM        Resources: Book a Triage call with Adam Download the Practice Owner's Financial Toolkit 20/20 Money Ultimate Financial Success Masterclass OD Mastermind Interest Form   ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!

    21 min

  8. FEB 9

    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 Download the Practice Owner's Financial Toolkit 20/20 Money Ultimate Financial Success Masterclass OD Mastermind Interest Form TMT Capital Current State & Business Plan Handout   ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!

    1h 6m
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4.9
out of 5
80 Ratings

About

20/20 Money is the top podcast for optometrists, private practice owners, and ODs who want to master optometry practice management, financial planning, and long-term business strategy. Hosted by Adam Cmejla, CFP®, the show delivers practical guidance on everything that affects the profitability, growth, and value of your optometry practice. Episodes cover: • Optometry practice management & operations • Financial planning for optometrists • Practice growth strategies & profitability tips • Selling your practice & OD exit planning • Private equity deals in optometry • Hiring, leadership, and team development • Tax planning, cash flow, and retirement readiness • Student loan strategies for ODs • Cold starts, acquisitions, and multi-location scaling With expert interviews, case studies, and step-by-step breakdowns, you'll learn how to make smarter business decisions, build personal wealth, and create a thriving career inside and outside the exam room. If you're an OD serious about elevating your practice and improving your financial future, 20/20 Money is your competitive advantage. For more information on the show and on Adam, please visit https://www.integratedpwm.com/

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