Cleinman Performance Partners

Cleinman Connect Podcast

Owning and running a private optometry practice is challenging—but help is here! The Cleinman Connect Podcast offers valuable insights from independent optometrists/practice owners, practice managers, and industry experts. Each episode features top performers or industry experts who share their success strategies for navigating common business and operational hurdles to grow and enhance practices. From marketing tips and team management to succession planning and financial strategies, our experienced guests provide actionable advice tailored to private optometry practices. Tune in for a new ep...

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Forfatter

Cleinman Performance Partners

Kategori

Business

Podcastens hjemmeside

cleinman.com

Seneste episode

30. sep. 2026

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Episoder

4TheRecord Feature - How To Build a Strong Brand Patients Remember 08.04.2026

Kevin Wilhelm is the CEO of Marketing4ECPs, a marketing agency that helps independent eye care practices grow through strategic branding, digital marketing, and patient acquisition. With extensive experience in the optometry industry, Kevin works closely with practice owners to develop strong brand identities that differentiate them in competitive markets. He is also an Amazon best-selling author...

[Ownership] Choosing Partners Over Chasing Prices 01.04.2026

Michele Schenley is a Senior Account Executive and Dennis Holloway is the Managing Director at E-Dr., a leading contact lens distributor serving eyecare professionals across the United States. Under their leadership, E-Dr. has built a reputation for pioneering internet-based ordering in the vision care industry since its launch in 1998. Michele brings over a decade of experience in optical supply...

[Marketing] Metamorphosis in Eyeware: Fashion, Function, and Flexibility 25.03.2026

Sarah Vinson is the Owner and CEO of Lunette USA, a woman-owned company that imports and distributes luxury eyewear exclusively to independent optical boutiques across the US. She emphasizes building genuine partnerships with these independent opticians and helping them distinguish their practices. Sarah brings considerable experience in small-business operations to her leadership role. Under her...

[Growth] Creating the Ideal Patient Experience 18.03.2026

Jenn Denham is the Chief Growth Officer at Aloha, a Healthcare SaaS company that helps private practices grow by automating patient communication, boosting retention, and capturing more revenue through technology-driven solutions. Under Jenn’s leadership, Aloha has supported thousands of healthcare practices nationwide, driving staff efficiency and delivering a modern, seamless patient experience...

[Optometrist Unleashed] Myopia Management and Going Beyond the Blur 11.03.2026

Dr. Marie Bodack is Chief of Pediatric Primary Care at Southern College of Optometry in Memphis, a leading institution dedicated to training future optometrists and advancing eye care, particularly in pediatric and myopia management. Internationally recognized for her expertise, Dr. Bodack lectures around the world, contributes to research, and plays a key role in integrating emerging myopia contr...

[Ownership] Streamlining Processes and Reducing Operational Friction 04.03.2026

Anne Chong is the President and CEO of Visual-Eyes, a leading provider of comprehensive practice management software solutions for the eyecare industry. Under Anne's leadership, Visual-Eyes has grown steadily for over 30 years, now integrating with nearly 200 types of ophthalmic equipment and offering more than 300 customizable reports to help clinics optimize their operations. A University of Tor...

[Ownership] Elevating Your Practice Through Virtual Team Members 25.02.2026

Cory Pinegar is the Founder of Teem, a company that revolutionizes hiring by connecting optometric, dental, and veterinary practices with top-tier virtual assistants and remote staff from around the world. Under Cory’s leadership, Teem has grown to a global team of over 1,000 employees across 10-plus countries, and his previous company, CallForce, was named one of the fastest-growing privately hel...

[Marketing] How Digital Awareness Ads Can Influence Your Patients of Tomorrow 18.02.2026

Tyler Kemp is an Account Manager at Marketing4ECPs, a marketing agency that specializes in helping eye care practices grow with customized branding and patient-focused strategies. Over his six years with Marketing4ECPs, Tyler has helped numerous optometry businesses clarify their messaging and stand out in a crowded market, and his expertise has led him to speak at Vision Expo for the past four ye...

[Optometrist Unleashed] The AI Evolution in Eye Care: From Scribe to Strategy 11.02.2026

Dr. Eric Jennings is the Medical Director of Ophthalmology at ModMed, a healthcare technology company that builds specialty‑focused electronic health records and AI solutions to streamline clinical workflows. In this role, Dr. Jennings shapes ophthalmology content, informs product design, builds front‑end features, and helps steer ModMed’s AI efforts to better support clinicians and patients. He i...

[Ownership] Thinking Beyond Current Challenges and Finding the Solutions 04.02.2026

Josh Gosnell is the Vice President of Revenue at Adit, an AI-powered, all-in-one practice growth platform that helps optometry and medical practices modernize operations, streamline workflows, and accelerate growth. Since joining Adit as its third employee, Josh has helped scale the company to over 600 employees and transformed it from a digital marketing firm into a leading healthcare technology...

[HR Services] The Power of Engagement Surveys 28.01.2026

Jenny Rowell is an HR Business Partner at Cleinman Performance Partners, a leading business development consultancy for optometry practices across North America. With expertise in talent management, employee engagement, and HR operations, Jenny helps align people programs with business goals to drive organizational performance. She focuses on building a positive workplace culture and collaborative...

[Growth] From Concept to Patent: Turning Experience Into Evidence 21.01.2026

Dr. Jeffrey Hockings is the Founder and CEO of Diabetes Reversal Group (DRG), a healthcare company specializing in clinically reversing type 2 diabetes through a patented, non-drug, natural treatment system. Under Dr. Hockings' leadership, DRG has worked with over 70,000 patients across six countries, boasts the only patented diabetes reversal system in the world, and has a proven 16-year track re...

[Growth] Unleashing the Optometrist & the Pursuit of Process in Eye Care 14.01.2026

Dr. Trevor Miranda is an optometrist and practice owner specializing in dry eye care and aesthetics, serving the Cowichan Valley on Vancouver Island for over 30 years. He is the Founder of Cowichan Eyecare, mydryeye, and MyRetina, and has built five successful clinics from the ground up. Recognized as a key leader and brand ambassador in the eyecare industry, his practices consistently achieve dou...

[Marketing] Trends To Pay Attention to in 2026 07.01.2026

Kate Virzi is the Director of Sales & Client Success at Marketing4ECPs, a digital marketing agency that helps eye care professionals grow their practices. With over 15 years of experience in sales, advertising, and client strategy, Kate has extensive expertise in helping businesses grow. She leads initiatives focused on driving patient acquisition, strengthening brands, and increasing revenue...

A Reflection of 2025 31.12.2025

Amanda Van Voris and Nancy Dewald are Senior Directors of Client Solutions at Cleinman, bringing decades of combined experience supporting independent optometry practices. Known for their integrity, client-first approach, and collaborative leadership, they help practice owners navigate growth, change, and people challenges with confidence. Together, they partner closely with clients to drive accou...

[Leadership] Ways To Empower Managers Into Leaders 24.12.2025

Wade Horb is the President of Marketing4ECPs and SmileShop Dental Marketing, where he leads strategic growth initiatives for brands in the eye care and dental industries. Under his leadership, Marketing4ECPs partners with independent practices across Canada and the United States, earning a reputation for hands-on collaboration and industry expertise. Wade is known for his people-first leadership a...

[Growth] The Importance of Tracking Data, Using KPIs, and Having Accountability in Your Practice 17.12.2025

Meagan Staab is the Director of Client Support and Insights at Cleinman Performance Partners, a company that delivers business consulting and data-driven solutions for eye care practices. Under her leadership, Cleinman has developed benchmarking systems and client portals that help practices track 32 key performance indicators, with clients who engage regularly in data review seeing up to 8% highe...

[Growth] Why You Should Consider Doctor-Driven Dispensing in Your Practice 10.12.2025

Michelle Kelley is the Director of Ophthalmic Materials and Services and a licensed dispensing optician at the Southern College of Optometry, a leading institution for optometric education in the US. Under her leadership, the college dispenses over 20,000 frames annually and trains future optometrists in best practices for optical management, including board management and customer service. Michel...

[Growth] How Your Online Presence and Automations Improve Patient Loyalty and Sales 03.12.2025

Dylan Cunningham is the Head of Growth at Otto, an e-commerce and patient engagement platform that helps independent eyecare clinics thrive in the digital age by streamlining contact lens sales and automating patient communication. Under Dylan's leadership, Otto has enabled practices to compete with industry giants by implementing seamless online ordering and refill systems, resulting in measurabl...

[Growth] Stocked Right: The Training Guide to Better Board Management 26.11.2025

Michelle Kelley is the Director of Ophthalmic Materials and Services and a licensed dispensing optician at the Southern College of Optometry, a leading institution for optometric education in the US. Under her leadership, the college dispenses over 20,000 frames annually and trains future optometrists in best practices for optical management, including board management and customer service. Michel...

The Strategy-First Approach To Rebranding Your Business With Kehna Kelly 19.11.2025

Kehna Kelly is the Team Lead of Creative Services at POD Marketing, a company specializing in innovative branding and marketing solutions for businesses in the eye care industry. With over 10 years of experience in branding and design, Kehna has led creative strategy for brands such as POD Marketing, Free Smile Shop Dental Marketing, and recently spearheaded the successful rebrand of Cleinman. She...

[Marketing] Search Engine Optimization: What Really Matters 12.11.2025

Claire Laurie is the Team Lead of SEO at Marketing4ECPs, a company that specializes in developing and executing digital marketing strategies for eye care professionals. Over the past four years, Claire has helped numerous practices increase their online visibility and attract more patients, contributing to the company's impressive reputation in the optometry marketing space. She combines creativit...

[Transitions] The Basics of Planning Your Exit From Optometry 05.11.2025

Al Cleinman is the Founder of Cleinman Performance Partners, a leading consulting firm that has served as optometry's trusted business advisor for over 35 years, specializing in practice transitions, growth strategies, and innovative solutions for eye care professionals. Under Al’s leadership, the firm has helped hundreds of optometry practices navigate complex transactions and succession plans, r...

[Growth] From Science to Sales - Educating Patients on Treatment Plans 29.10.2025

Kimberly Friedman, OD FAAO, is an optometric physician and serves as Vice President of Education and Scientific Affairs at PRN Vision Group, a company that provides evidence-based omega-based nutraceuticals and ocular health products to support eye care professionals and patients worldwide. Under her medical education leadership, PRN Vision Group and its brands (including EyePromise) hold the top-...

[Ownership] What To Consider When Insuring Your Practice 22.10.2025

Andrew Davis is a Commercial Placement Broker and Account Manager at Wilson M. Beck Insurance Services Alberta, a boutique insurance brokerage specializing in customized insurance solutions for commercial clients across Canada. He brings extensive experience in policy placement, risk management, and client service, with a growing focus on supporting optometry practices. Andrew helps business owner...

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