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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/
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/
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275 Medical Dr #4356, Carmel, IN 46082-0447
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Here's a quick summary of the last 5 episodes on 20/20 MONEY.
Hosts
Adam Cmejla
Previous Guests
Kayla Ashlee
Kayla Ashlee is an expert in communication strategies within the optical industry. She specializes in understanding how communication cues can influence patient experiences and buying decisions. With a focus on enhancing the patient journey, Kayla provides insights into effective communication practices that can lead to improved sales and customer satisfaction in optometry practices.
Kayla Ashlee is an expert in communication strategies within the optical industry. She specializes in understanding how communication cues can influence patient experiences and buying decisions. With a focus on enhancing the patient journey, Kayla provides insights into effective communication practices that can lead to improved sales and customer satisfaction in optometry practices.
Nathan Hayes
Nathan Hayes is associated with Books & Benchmarks and IDOC, where he focuses on providing financial insights and strategies for practice owners. He is known for his expertise in addressing common challenges faced by optometrists and helping them think differently about their business growth and financial management.
Nathan Hayes is associated with Books & Benchmarks and IDOC, where he focuses on providing financial insights and strategies for practice owners. He is known for his expertise in addressing common challenges faced by optometrists and helping them think differently about their business growth and financial management.
Corbin Lill
Corbin Lill is a student at NSUOCO who facilitated the presentation by Adam Cmejla. As a current optometry student, Corbin is engaged in learning about the business aspects of optometry and is involved in activities that promote financial literacy among future optometrists.
Corbin Lill is a student at NSUOCO who facilitated the presentation by Adam Cmejla. As a current optometry student, Corbin is engaged in learning about the business aspects of optometry and is involved in activities that promote financial literacy among future optometrists.
Topics Discussed
optical sales
influential communication
patient experience
buying decisions
communication cues
sales training
growth excuses
headwinds
obstacles
challenges
practice owners
financial planning
tax management
cash flow
investment decisions
financial success
optometrists
personal finance
business of optometry
money management
tax reduction
cash flow management
optometric practice
Ideal Patient Avatar
sales coaching
communication training
small-town practice
professional advisory team
financial numbers
gross collected revenue
cost of goods sold
net operating income
KPIs
financial dashboard
collections
gross revenue
net income
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Podcast has no YouTube channel.
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Episodes
Here's the recent few episodes on 20/20 MONEY.
0:001:04:28
Increasing optical sales using influential communication with Kayla Ashlee (live on location from BCDO)
Hosts
Hosts of this podcast episode
Adam Cmejla
Guests
Guests of this podcast episode
Kayla Ashlee
Keywords
Keywords of this podcast episode
optical salesinfluential communicationpatient experiencebuying decisionscommunication cuessales training
Welcome to this episode of 20/20 Money! My guest on today's show is Kayla Ashlee.
Kayla joins me on the show to discuss how the communication cues (or miscues) that unknowingly are happening in your office can be both positively or negatively impacting your patient experience and thus influencing the buying decisions of your patients. She shared examples of good and not-so-good cues that can be happening across the patient journeyfrom the moment the patient comes into your office all the way through their optical buying experience. This was a very enjoyable and timely conversation given the relative proximity to the Frankenstein episode I did a couple of weeks ago, because as I said in that episode, one of the investments I would make in both myself and my team as early as possible is good sales and communication training...and this confirmation was an example of why it's so important.
As a reminder, you can get all the information discussed in todays 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 thats 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. If youre interested in learning more about the 20/20 Money Financial Success Masterclass, a course & platform that we created to help ODs become brilliant at the financial basics, or are interested in learning more about how OD Masterminds creates space for real conversations, real accountability, and real growth, 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 Kayla Ashlee.
For past episodes of 20/20 Money with full companion show notes, please check out ourepisode archive here!
Welcome to this episode of 20/20 Money! My guest on today's show is Kayla Ashlee.
Kayla joins me on the show to discuss how the communication cues (or miscues) that unknowingly are happening in your office can be both positively or negatively impacting your patient experience and thus influencing the buying decisions of your patients. She shared examples of good and not-so-good cues that can be happening across the patient journeyfrom the moment the patient comes into your office all the way through their optical buying experience. This was a very enjoyable and timely conversation given the relative proximity to the Frankenstein episode I did a couple of weeks ago, because as I said in that episode, one of the investments I would make in both myself and my team as early as possible is good sales and communication training...and this confirmation was an example of why it's so important.
As a reminder, you can get all the information discussed in todays 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 thats 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. If youre interested in learning more about the 20/20 Money Financial Success Masterclass, a course & platform that we created to help ODs become brilliant at the financial basics, or are interested in learning more about how OD Masterminds creates space for real conversations, real accountability, and real growth, 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 Kayla Ashlee.
Welcome to this episode of 20/20 Money! My guest on today’s show is Nathan Hayes with Books & Benchmarks and IDOC. On this show, Nathan and I RAGE!! That's right, we Rant Against Growth Excuses. We talk about the common headwinds, obstacles, and challenges that we both hear when talking with practice owners...and how to think about solving those issues by thinking differently about the challenges.
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. If you’re interested in learning more about the 20/20 Money Financial Success Masterclass, a course & platform that we created to help ODs become “brilliant at the financial basics,” or are interested in learning more about how OD Masterminds creates space for real conversations, real accountability, and real growth, 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 Nathan Hayes.
For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!
Welcome to this episode of 20/20 Money! My guest on today’s show is Nathan Hayes with Books & Benchmarks and IDOC. On this show, Nathan and I RAGE!! That's right, we Rant Against Growth Excuses. We talk about the common headwinds, obstacles, and challenges that we both hear when talking with practice owners...and how to think about solving those issues by thinking differently about the challenges.
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. If you’re interested in learning more about the 20/20 Money Financial Success Masterclass, a course & platform that we created to help ODs become “brilliant at the financial basics,” or are interested in learning more about how OD Masterminds creates space for real conversations, real accountability, and real growth, 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 Nathan Hayes.
For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!
0:001:18:10
Live from NSUOCO: Top 10 Tips for (Financial) Success for Optometrists
Hosts
Hosts of this podcast episode
Adam Cmejla
Guests
Guests of this podcast episode
Corbin Lill
Keywords
Keywords of this podcast episode
financial successoptometristspersonal financebusiness of optometrymoney managementtax reductioncash flow managementinvestment decisions
Welcome to this episode of 20/20 Money! This week's episode is the recording of my presentation at NSUOCO, titled "Top 10 Tips for (Financial) Success for Optometrists."
Over the course of the year, I'm privileged to present in front of a variety of optometry schools' private practice clubs and classes. The purpose of the presentation is to help ODs understand the ABCs and 123s of personal finance and how to better understand the business of optometry so that, upon graduation, they are able to make educated and informed decisions about their money. Given that the content and lessons are pretty evergreen, I thought this would be a good "refresher" episode for listeners of the show—young and "seasoned" alike. Even though you won't have the Powerpoint deck to follow along, I tried to present the content in a way that would transfer well to the podcast. Special shout out to my producer Kyle for working his magic with the audio as well as Corbin Lill, a student at NSUOCO, for having me. If you are either in school or connected to a school and would like me to do a similar presentation, please email me at [email protected].
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. If you’re interested in learning more about the 20/20 Money Financial Success Masterclass, a course & platform that we created to help ODs become “brilliant at the financial basics,” or are interested in learning more about how OD Masterminds creates space for real conversations, real accountability, and real growth, please check out the link in the show notes of this episode to learn more.
And with that introduction, I hope you enjoy my live presentation from NSUOCO.
For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!
Welcome to this episode of 20/20 Money! This week's episode is the recording of my presentation at NSUOCO, titled "Top 10 Tips for (Financial) Success for Optometrists."
Over the course of the year, I'm privileged to present in front of a variety of optometry schools' private practice clubs and classes. The purpose of the presentation is to help ODs understand the ABCs and 123s of personal finance and how to better understand the business of optometry so that, upon graduation, they are able to make educated and informed decisions about their money. Given that the content and lessons are pretty evergreen, I thought this would be a good "refresher" episode for listeners of the show—young and "seasoned" alike. Even though you won't have the Powerpoint deck to follow along, I tried to present the content in a way that would transfer well to the podcast. Special shout out to my producer Kyle for working his magic with the audio as well as Corbin Lill, a student at NSUOCO, for having me. If you are either in school or connected to a school and would like me to do a similar presentation, please email me at [email protected].
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. If you’re interested in learning more about the 20/20 Money Financial Success Masterclass, a course & platform that we created to help ODs become “brilliant at the financial basics,” or are interested in learning more about how OD Masterminds creates space for real conversations, real accountability, and real growth, please check out the link in the show notes of this episode to learn more.
And with that introduction, I hope you enjoy my live presentation from NSUOCO.
What would I do if I were starting an optometric practice from the ground up? A listener posed the question—and I went deep. In this episode, I walk through everything from choosing the right location (hint: geography is everything) to building the skills that matter most when you’re just getting started.
We cover:
Why defining your Ideal Patient Avatar (IPA) is mission-critical
The underrated value of sales coaching and communication training
Why I’d buy a small-town practice instead of cold-starting in suburbia
The non-negotiables when assembling your professional advisory team
Whether you’re dreaming about opening your own practice or wondering how you’d do it differently if you had a do-over, this episode is full of real-world insight and practical advice.
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 Financial Success Masterclass, a course & 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.
For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!
Welcome to this episode of 20/20 Money!
What would I do if I were starting an optometric practice from the ground up? A listener posed the question—and I went deep. In this episode, I walk through everything from choosing the right location (hint: geography is everything) to building the skills that matter most when you’re just getting started.
We cover:
Why defining your Ideal Patient Avatar (IPA) is mission-critical
The underrated value of sales coaching and communication training
Why I’d buy a small-town practice instead of cold-starting in suburbia
The non-negotiables when assembling your professional advisory team
Whether you’re dreaming about opening your own practice or wondering how you’d do it differently if you had a do-over, this episode is full of real-world insight and practical advice.
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 Financial Success Masterclass, a course & 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.
For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!
0:0039:17
Can we PLEASE agree on some numbers (and the KPIs that influence them)??
Hosts
Hosts of this podcast episode
Adam Cmejla
Keywords
Keywords of this podcast episode
financial numbersoptometric practicegross collected revenuecost of goods soldnet operating incomeKPIsfinancial dashboardcollectionsgross revenuenet income
Welcome to this episode of 20/20 Money! In this episode, we tackle the confusion around key financial numbers in your optometric practice and why it’s critical to have a common understanding of their definitions. From gross COLLECTED revenue, cost of goods sold, and net operating income, we explore the most important KPIs that influence your bottom line. Whether you’re looking to grow, improve efficiency, or just understand your business better, this conversation will help you create a clearer, more actionable financial dashboard.
We dive into:
Why “collections” and “gross revenue” are not the same thing
The 3-5 core numbers every practice owner should track consistently
How to think about net income in your practice as both the clinician and the owner
Stop guessing. Start tracking what actually matters.
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 Financial Success Masterclass, a course & 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.
For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!
Welcome to this episode of 20/20 Money! In this episode, we tackle the confusion around key financial numbers in your optometric practice and why it’s critical to have a common understanding of their definitions. From gross COLLECTED revenue, cost of goods sold, and net operating income, we explore the most important KPIs that influence your bottom line. Whether you’re looking to grow, improve efficiency, or just understand your business better, this conversation will help you create a clearer, more actionable financial dashboard.
We dive into:
Why “collections” and “gross revenue” are not the same thing
The 3-5 core numbers every practice owner should track consistently
How to think about net income in your practice as both the clinician and the owner
Stop guessing. Start tracking what actually matters.
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 Financial Success Masterclass, a course & 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.
