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20/20 MONEY

20/20 MONEY

Adam Cmejla

20/20 MONEY, hosted by Certified Financial Planner and experienced Wealth Adviser Adam Cmejla, aims to bring clarity to financial concepts and strategies that impact optometrists. For more information on the show and on Adam, please visit https://www.integratedpwm.com/

327 - Five ways optometry practice owners could be myopic in their ownership journey with Erich Mattei from Akrinos
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  • 327 - Five ways optometry practice owners could be myopic in their ownership journey with Erich Mattei from Akrinos

    Welcome to this episode of 20/20 Money! My guest on today’s show is Erich Mattei, founder of Akrinos. In this conversation, Erich and I discuss five specific concepts and ways that optometrists can make prudent business decisions in their practice and reduce the chances of making a strategic wrong decision.

     

    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, be sure to subscribe to our monthly “planning life on purpose” newsletter that’s filled with tips and ideas to help you plan your best life, on purpose. You can also set up a Triage conversation to learn a little bit more about how we serve in the capacity of a personal and professional CFO: helping OD practice owners around the country reduce their tax bill, proactively manage cash flow, and make prudent investment decisions both in and out of their practice to ultimately help them live their best life on purpose. Lastly, if you’re interested in learning more about the 20/20 Money Membership, a platform that we created to help ODs become “brilliant at the financial basics,” please check out the link in the show notes of this episode to learn more.

     

    And with that introduction, I hope you enjoy my conversation with Erich Mattei.

     

    Resources:

    20/20 Money Membership Information

    Akrinos

     

    ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms

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    Spotify

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    For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!

    Mon, 28 Oct 2024 - 59min
  • 326 - "Things that make you go 'What?!?" as a practice consultant w/ Jennifer Stewart

    Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Jennifer Stewart, founder of the private practice Look New Canaan and OD Perspectives.

     

    In this episode, we talk about two major themes that she’s observed over the years as she has consulted with both friends and colleagues. Whether it be an OD launching a cold start or trying to make decisions inside of an established practice, there are two reoccurring themes that she’s observed ODs doing that is causing them to make mistakes with some unfortunate financial and quality-of-life implications.

     

    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, be sure to subscribe to our monthly “planning life on purpose” newsletter that’s filled with tips and ideas to help you plan your best life, on purpose. You can also set up a Triage conversation to learn a little bit more about how we serve in the capacity of a personal and professional CFO: helping OD practice owners around the country reduce their tax bill, proactively manage cash flow, and make prudent investment decisions both in and out of their practice to ultimately help them live their best life on purpose. Lastly, if you’re interested in learning more about the 20/20 Money Membership, a platform that we created to help ODs become “brilliant at the financial basics,” please check out the link in the show notes of this episode to learn more.

     

    And with that introduction, I hope you enjoy my conversation with Dr. Jennifer Stewart.

     

    Resources:

    20/20 Money Membership Information

    Episode on Accountability Partners

    The Hedgehog Concept

    Extreme Ownership

    Who Not How

    The Impact Filter™

    Mon, 21 Oct 2024 - 1h 05min
  • 325 - Creating a StoryBrand framework for an optometry practice with Daniel Palmer

    Welcome to this episode of 20/20 Money! My guest on today’s show is Daniel Palmer, founder of Morether Creative, a Fractional CMO for optometrists nationwide.

     

    In this conversation, we talk through and explain the Story Brand process and the SB7 framework. We talk about the common marketing mistakes that biz owners (not just ODs) make when it comes to marketing their brand, how to think of the SB7 framework through the patient experience, and some of the Next Best Steps that ODs can take based on our conversation. Daniel also shares a really impactful framework called the one-line story brand and how ODs can use this simple, 3-part framework to explain each part of the patient’s journey through the practice which ultimately demonstrates the value of the practice to the patient.

     

    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, be sure to subscribe to our monthly “planning life on purpose” newsletter that’s filled with tips and ideas to help you plan your best life, on purpose. You can also set up a Triage conversation to learn a little bit more about how we serve in the capacity of a personal and professional CFO: helping OD practice owners around the country reduce their tax bill, proactively manage cash flow, and make prudent investment decisions both in and out of their practice to ultimately help them live their best life on purpose. Lastly, if you’re interested in learning more about the 20/20 Money Membership, a platform that we created to help ODs become “brilliant at the financial basics,” please check out the link in the show notes of this episode to learn more.

     

    And with that introduction, I hope you enjoy my conversation with Daniel Palmer.

     

    Resources:

    20/20 Money Membership Information

    My StoryBrand

    Building a Story Brand (book)

     

    ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms

    Apple Podcasts

    Spotify

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    Stitcher  —————————————————————————————

    For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!

     

    Mon, 14 Oct 2024 - 58min
  • 324 - How leadership impacts practice success (and ways to improve your leadership skills) with Bethany Fishbein

    Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Bethany Fishbein, OD, Consultant & Executive Coach with Leaders of Vision. Bethany and I talk about a topic that an OD might not think about directly correlating to the financials of a practice: leadership skills. However, I believe that we quickly illustrate in our conversation how the things that negatively impact a practice’s profitability—staff turnover, patients not returning, and an overworked/overwhelmed owner just to name a few—are usually the symptoms of an underlying “disease:” an owner that has neglected to focus on improving their leadership skills and emotional intelligence. Throughout this conversation, Bethany shares practical ways for owners to take action and, at the end, shares a very easy Next Best Step that an owner/leader can take to make progress.

     

    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, be sure to subscribe to our monthly “planning life on purpose” newsletter that’s filled with tips and ideas to help you plan your best life, on purpose. You can also set up a Triage conversation to learn a little bit more about how we serve in the capacity of a personal and professional CFO: helping OD practice owners around the country reduce their tax bill, proactively manage cash flow, and make prudent investment decisions both in and out of their practice to ultimately help them live their best life on purpose. Lastly, if you’re interested in learning more about the 20/20 Money Membership, a platform that we created to help ODs become “brilliant at the financial basics,” please check out the link in the show notes of this episode to learn more.

     

    And with that introduction, I hope you enjoy my conversation with Dr. Bethany Fishbein, OD.

     

    Resources:

    20/20 Money Membership Information

    https://www.leadersofvision.com/leadershipEQ  

    Parenting with Love and Logic Podcast

     

    ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms

    Apple Podcasts

    Spotify

    Google Podcasts

    Stitcher  —————————————————————————————

    For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!

     

    Mon, 07 Oct 2024 - 1h 09min
  • 323 - Bonus structures that work for non-OD team members w/ Dr. Michael Neal, OD

    Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Michael Neal, OD. Michael joins me back on the show to discuss bonus structures that work for non-producing members of your team, and how they can be put together in a way that is advantageous to both the team member and the overall growth of the 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, be sure to subscribe to our monthly “planning life on purpose” newsletter that’s filled with tips and ideas to help you plan your best life, on purpose. You can also set up a Triage conversation to learn a little bit more about how we serve in the capacity of a personal and professional CFO: helping OD practice owners around the country reduce their tax bill, proactively manage cash flow, and make prudent investment decisions both in and out of their practice to ultimately help them live their best life on purpose. You can also check out any number of additional free resources like our eBooks, blog posts, and on-demand webinars. Lastly, if you’re interested in learning more about the upcoming launch of the 20/20 Money Membership, please check out the link in the Resources to learn more about what we have in store for you!

     

    And with that introduction, I hope you enjoy my conversation with Dr. Michael Neal, OD.  

     

    Resources:

    20/20 Money Community Information

    Flights And Insights: https://www.youtube.com/watch?v=CHEtC0iyNMg

    How utilizing a streamlined hiring service can help save time and money by ensuring the right people are on the bus with Dr. Mike Neal, OD

    How a hyper-effective, right-fit team can increase your profitability: a follow up convo with Dr. Mike Neal, OD

     

    ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms

    Apple Podcasts

    Spotify

    Google Podcasts

    Stitcher  —————————————————————————————

    For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!

    Mon, 30 Sep 2024 - 1h 02min
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