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Cleinman Connect Podcast

Cleinman Performance Partners

Business & Entrepreneuriat

Fréquence : 1 épisode/16j. Total Éps: 78

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 episode on the 1st Wednesday of each month and stay ahead of the curve! Subscribe to the Cleinman Connect Podcast on Apple Podcasts, Google Podcasts, Spotify, and Amazon Music. Whether you're an established owner or manager, or just starting out, this podcast is a valuable resource for practice growth and professional development.

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Données mises à jour le 31/08/2026

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Building Patient Loyalty Beyond the Price Tag

Saison 3 · Épisode 78

mercredi 26 août 2026 • Durée 29:39

Cole Currie is the Business Development Manager at Marketing4ECPs, a digital marketing agency dedicated to helping independent eye care practices grow. With over seven years of performance marketing experience, Cole has guided hundreds of practice owners through proven frameworks that drive measurable revenue growth and eliminate wasteful spending. He draws on his background as both a content strategist and copywriter, as well as his deep understanding of optometry and patient behavior, to deliver data-driven strategies that help practices compete with larger corporate chains.

In this episode…

Patients have plenty of choices for eye care, from independent practices to big-box retailers and online eyewear brands. Price may get attention, but lasting loyalty often comes down to the patient experience. So what makes an independent practice worth coming back to?

Drawing from his experience in performance marketing and optometry business development, Cole Currie believes stronger patient relationships begin with listening. Instead of simply selling eyewear or moving patients through an eye exam, practices can learn what matters to each person, offer personalized guidance, and help them find solutions that fit their lifestyle and long-term needs. Cole also points to the value of making patients feel heard, educated, and genuinely cared for throughout every interaction. When practices focus on trust, service, and meaningful connection, they can build patient loyalty without relying on lower prices to compete.

In this episode of the Cleinman Connect Podcast, Kim Carson talks with Cole Currie, Business Development Manager at Marketing4ECPs, about building patient loyalty beyond price. Cole shares how listening builds trust, why personalized guidance improves the patient experience, and what makes eye care feel premium. He also touches on practice metrics and marketing strategies that support long-term growth.

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Mindset Shifts: Personal Development For Professional Fulfillment

Saison 3 · Épisode 77

mercredi 19 août 2026 • Durée 30:50

Dr. Beth Repp is the Medical Director, Cataract Surgeon, and General Ophthalmologist at Eye Surgeons Associates, a comprehensive eye care practice serving the Quad Cities and surrounding communities. In her clinical work, she treats cataracts and provides care for retinal conditions, including intraocular injections. Dr. Repp also started Beth Repp Coaching, where she helps overextended professionals and high achievers manage their minds and lives, and she hosts Up and Not Crying, a podcast about mindset, personal growth, resilience, and intentional living.

In this episode…

Professional fulfillment can be hard to find when your schedule is packed, and your instinct is to keep doing more. For high achievers and healthcare professionals, constant productivity can make it difficult to separate meaningful work from obligations that drain time and energy. What intentional mindset shifts could make work and life feel more fulfilling?

Dr. Beth Repp, an eye care professional and life coach, believes greater fulfillment often starts with doing less, not more. She encourages people to look closely at their schedules, responsibilities, and goals, then cut or delegate what no longer aligns with their values while making more room for the work and activities that energize them. Dr. Repp also recommends a simple morning mindset practice: take 5-10 minutes to review the day ahead, decide how you want to show up, and move through the day with more intention instead of constantly reacting. These personal development strategies can help reduce overwhelm, support a better work-life balance, and create a stronger sense of purpose.

In this episode of the Cleinman Connect Podcast, Kim Carson talks with Dr. Beth Repp, Medical Director, Cataract Surgeon, and General Ophthalmologist at Eye Surgeons Associates and Life Coach at Beth Repp Coaching, about mindset shifts for greater professional fulfillment. Dr. Repp shares how doing less, aligning priorities with your values, and starting the day with intention can reduce overwhelm. She also discusses delegation, sustainable routines, and creating space for what matters most.

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[Optometrist Unleashed] Part 2: Buying Practices, Metrics That Matter, and Prioritizing Initiatives

Saison 3 · Épisode 76

mercredi 12 août 2026 • Durée 21:41

Dr. Wes McCann is the Founder of Doctors Vision Group, a network of 15 Ontario optometry practices delivering modern, full-scope eye care. He leads practice acquisitions, integration, technology investment, financial strategy, and team development. Dr. McCann is also an optometrist, educator, and speaker who has lectured at hundreds of industry events and published in Review of Optometry and Review of Myopia Management. A 2024 Contact Lens Institute Culture Award honoree, he is recognized for improving patient experiences and practice outcomes.

In this episode…

Buying an optometry practice takes more than finding a good opportunity — it requires knowing which numbers matter and where to invest first. How can owners use practice metrics and ROI to make smarter decisions and build a stronger business?

Dr. Wes McCann, an optometrist and experienced multi-practice owner, recommends using measurable performance to guide both acquisitions and ongoing practice improvement. Revenue per patient, dispensing rates, imaging capture rates, and revenue per doctor day can help owners identify opportunities, benchmark performance, and coach their teams more effectively. Dr. McCann stresses understanding the barriers behind an underperforming initiative before abandoning it, while delegating to strong team members and specialists instead of trying to manage everything alone. The goal is to combine good data with flexibility, disciplined investment, and continuous improvement.

In this episode of Optometrist Unleashed, a Cleinman Connect Podcast, Dr. Trevor Miranda continues his conversation with Dr. Wes McCann, Founder of Doctors Vision Group, about buying practices and prioritizing growth. Dr. McCann covers key practice metrics, benchmarking, and ROI-driven initiatives. He also discusses delegation, innovation, and overcoming fear around acquisition debt.

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[Optometrist Unleashed] Part 1: Buying Practices, Metrics That Matter, and Prioritizing Initiatives

Saison 3 · Épisode 75

mercredi 5 août 2026 • Durée 22:58

In this episode…

Buying an optometry practice requires more than recognizing growth potential. Owners must understand what they are purchasing, which numbers reveal the practice’s true health, and where to invest first. How can they make those decisions with greater confidence?

Dr. Wes McCann, an optometrist experienced in acquiring and managing multiple practices, believes buyers should evaluate what a practice has already achieved rather than pay for unrealized opportunity. He recommends examining cultural fit, labor ratios, revenue per patient, dispensing rates, EBITDA, and post-financing cash flow before moving forward. Dr. McCann also suggests ranking technology and operational initiatives by their expected return, ensuring each investment covers its costs after associate compensation. This disciplined approach helps owners reduce acquisition risk and direct resources toward the improvements that matter most.

In this episode of Optometrist Unleashed, a Cleinman Connect Podcast, Dr. Trevor Miranda talks with Dr. Wes McCann, Founder of Doctors Vision Group, about buying and improving optometry practices. Dr. McCann explains how to evaluate acquisition opportunities, identify the metrics that reveal financial health, and prioritize initiatives by ROI. He also discusses pricing, technology investments, and team performance.

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Why Your Practice Needs Video Marketing

Saison 3 · Épisode 74

mercredi 29 juillet 2026 • Durée 46:45

Lila Swiatylo is an Account Manager at Marketing4ECPs, a full-service digital marketing agency that helps specialized businesses build visibility and achieve their growth goals. With more than 14 years in marketing and customer service, she develops strategies for niche brands and helps clients build visibility. An expert in social media and video marketing, Lila also teaches eye care professionals to create engaging content for Instagram, TikTok, and YouTube. Her creative work and contribution to company culture earned POD Marketing’s Unicorn Award.

In this episode…

Video gives optometry practices a practical way to educate patients, show personality, and stay visible online. Still, many teams assume effective content requires polished production or confident presenters. How can practices make video marketing easier without sacrificing results?

Drawing on her expertise in social media, content creation, and niche marketing, Lila Swiatylo recommends keeping video simple, authentic, and consistent. Practices can involve camera-shy employees through B-roll and voiceovers, adapt existing trends, and focus on one platform before expanding. Rather than chasing follower counts, Lila suggests tracking views, shares, watch time, and website clicks to see what drives attention and action. Captions can also support search visibility by helping Google connect videos with patient questions. A sustainable strategy comes from experimenting, learning from each post, and building trust over time.

In this episode of the Cleinman Connect Podcast, Kim Carson talks with Lila Swiatylo, Account Manager at Marketing4ECPs, about why video marketing matters for optometry practices. Lila explains how to involve camera-shy staff, choose the right platforms, and measure meaningful results. She also touches on SEO, content batching, and adapting trends without losing authenticity.

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Highlighting Practice Culture With Cleinman's New Excellence Awards

Saison 3 · Épisode 73

mercredi 22 juillet 2026 • Durée 28:31

Amanda Van Voris is the Senior Director of Client Solutions at Cleinman, a consulting firm that helps independent optometry practices strengthen performance, operations, leadership, and growth. With more than 20 years at the company, she provides strategic and operational guidance across people, finance, and systems. Amanda helps owners navigate complex development plans, improve team performance, build leadership resilience, and create sustainable practices through planning, benchmarking, and intentional change.

Meagan Staab is the Director of Client Support and Insights at Cleinman. She leads the development and use of information-management systems, benchmarking tools, client portals, and performance reporting. Meagan helps practices select meaningful KPIs, compare results with relevant benchmarks, strengthen accountability, and turn consistent data review into clearer decisions and measurable growth.

In this episode…

Strong practice culture is often reflected in the everyday choices that shape how people work, grow, and support one another. Recognition can make that work more visible while reinforcing the behaviors that help teams thrive. What does it take to build a culture worthy of celebration?

Amanda Van Voris, an advisor experienced in practice growth, leadership, and team development, and Meagan Staab, an expert in business intelligence, benchmarking, and performance improvement, point to intentionality as the answer. Amanda recommends creating career paths, developing employees, celebrating shared wins, and gathering honest team feedback, while Meagan emphasizes clear purpose, accountability, measurable goals, employee voice, and daily discipline. Together, their insights show that culture should be treated as a strategic driver of retention, recruiting, patient experience, and sustainable growth.

In this episode of the Cleinman Connect Podcast, Kim Carson discusses practice culture with Amanda Van Voris, Senior Director of Client Solutions at Cleinman, and Meagan Staab, Director of Client Support and Insights at Cleinman. Amanda and Meagan explain why culture deserves recognition, how intentional leadership supports growth, and what makes a strong award nomination. They also touch on employee feedback, career paths, and employer branding.

AI Is Changing How Patients Find You

Saison 3 · Épisode 72

mercredi 15 juillet 2026 • Durée 30:18

Kieran Chrysler is the Manager of Organic Strategy at Citizen, a marketing agency helping senior living brands grow through digital strategy and AI-era search visibility. In her role, she manages a team of strategists and helps communities bridge classic SEO with generative engine optimization, ensuring AI-driven discovery still reflects authentic human experiences. Kieran brings experience across healthcare, government, retail, publishing, and eyecare marketing, with expertise in SEO, GEO, brand visibility, and practical AI workflows.

In this episode…

Search is becoming less about typing a few words into Google and more about asking detailed questions and expecting tailored answers. As patients use AI tools to find care that matches their exact needs, how can an optometry practice make sure it shows up?

Kieran Chrysler, an SEO and GEO strategist, explains that the answer starts with clarity, specificity, and consistency across a practice’s digital presence. Instead of relying only on broad keywords, practices need to clearly communicate what they offer, what makes them different, and where that information can be verified through reviews, community presence, and trusted third-party channels that help patients choose confidently. Kieran emphasizes that AI search is becoming more personalized, which means businesses must make their unique selling points easy for both people and AI crawlers to understand. For practices, the path to stronger visibility now means making sure the website, brand story, patient experience, and social proof all reinforce the same credible message.

In this episode of the Cleinman Connect Podcast, Kim Carson talks with Kieran Chrysler, Manager of Organic Strategy at Citizen, about how AI is changing how patients find optometry practices. Kieran explains GEO, AI-driven buyer behavior, and the role of reviews in search visibility. She also touches on community branding and using AI to simplify internal workflows.

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The Hidden Driver of Practice Growth: Employee Engagement

Saison 3 · Épisode 71

mercredi 8 juillet 2026 • Durée 42:53

Dr. Alanna Wilson is the Owner and an Optometrist at Lakeland Family Eyecare, a family-focused practice offering comprehensive eye care, eyewear, contact lenses, dry eye therapy, and specialty services in Bonnyville and St. Paul, Alberta. Dr. Wilson brings experience in family eye care and ocular disease, with training that included externships at a VA hospital and a LASIK/cataract surgery center in Florida. She helps lead patient care, team culture, and practice operations across this multi-doctor, multi-location business.

Olivia Leduc is the Manager of Strategic HR Services at Cleinman, where she leads the HR support team to ensure that HR policies, processes, and documentation are compliant, efficient, and built to support scalable business operations. With experience in leadership, HR, and recruitment process development, Olivia drives improvements in operational efficiency and talent retention for clients.

In this episode…

Practice growth is often measured through new patients, revenue, expanded services, or stronger marketing. But the experience patients remember is shaped every day by the people answering questions, solving problems, and carrying the culture into each interaction. When employees feel heard, recognized, and aligned, how much more effectively can a practice grow?

Dr. Alanna Wilson, an optometrist and multi-location practice owner, and Olivia Leduc, a strategic HR services leader, both see employee engagement as a growth lever rather than just an HR concern. Dr. Wilson shares how anonymous engagement surveys helped uncover what her team needed most, including clearer communication, consistent feedback, and more intentional recognition. Olivia explains that practices often expect employees to perform consistently before they have defined expectations, core values, and performance conversations in place. The takeaway is simple but powerful: engaged teams are more likely to stay, contribute ideas, strengthen culture, and deliver a patient experience that supports long-term practice growth.

In this episode of the Cleinman Connect Podcast, Tyler Kemp chats with Dr. Alanna Wilson, Owner and an Optometrist at Lakeland Family Eyecare, and Olivia Leduc, Manager of Strategic HR Services at Cleinman, about employee engagement as a driver of practice growth. Dr. Wilson and Olivia discuss surveys, feedback, and core values. They also touch on recognition, one-on-ones, and proactive HR systems.

[Optometrist Unleashed] Vision, Vines & Remote Communities

Saison 3 · Épisode 70

mercredi 1 juillet 2026 • Durée 45:34

Dr. Davinder Sidhu is the optometrist behind The Genuwine OD, an educational and consulting platform focused on evidence-based eye care, private practice growth, dry eye, leadership, and the eye-brain connection. He provides comprehensive eye care in British Columbia, with experience in ocular disease, surgical co-management, contact lenses, binocular vision, pediatrics, and neuro-ophthalmology. Additionally, Dr. Sidhu advises clinics on KPIs, patient flow, operations, and clinical systems, drawing from his experience building clinics and consulting with optometry practices. He is also the Co-owner and Director of Operations at Vasanti Estate Winery, an award-winning, family-owned South Okanagan winery rooted in the Sidhu family’s farming heritage.

In this episode…

Optometry can look very different depending on where it is practiced, who it serves, and how widely a clinician is willing to define the profession. From remote communities to practice systems, patient education, and family winemaking, what does it take to build a career that is both clinically grounded and creatively expansive?

For Dr. Davinder Sidhu, an optometrist, practice owner, consultant, and educator focused on evidence-based eye care and practice growth, the answer starts with refusing to fit into a single mold. He explains that optometrists can build careers around their strengths, whether that means serving rural and Indigenous communities, developing efficient clinic systems, educating patients online, or branching into entrepreneurship. Dr. Sidhu emphasizes the importance of mapping the patient journey, tracking meaningful KPIs like revenue per hour, and using tools such as AI and teleoptometry to expand access without losing the human side of care. His perspective turns “unconventional” into a practical strategy for creating more resilient practices, stronger teams, and more meaningful patient experiences.

In this episode of the Cleinman Connect Podcast's Optometrist Unleashed series, Dr. Trevor Miranda chats with Dr. Davinder Sidhu, the optometrist behind The Genuwine OD and the Co-owner and Director of Operations at Vasanti Estate Winery, about vision care, business, and vines. Dr. Sidhu shares lessons from remote BC clinics, optometry KPIs, and the patient experience. He also touches on AI, teleoptometry, neuroscience, wine hospitality, and unconventional career paths.

Part 2: Taking Ownership of Your Optical Boutique

Saison 3 · Épisode 69

mercredi 24 juin 2026 • Durée 22:50

Michele Self is the Program Facilitator at Cleinman, a consulting firm that helps independent optometry practices improve operations, strengthen teams, and grow sustainably. She facilitates FrameWorks, Cleinman’s peer-to-peer program for opticians, where she guides discussions, shares optical best practices, and helps teams improve performance, patient care, and profitability. Michele is also the Owner of A Spectacular Gaze LLC, which provides on-site optician training and inventory management for private practices.

In this episode…

In optical practices, small operational gaps can quietly shape the entire patient experience, often surfacing only when trust is already strained. Delays in communication, unclear job status, and inconsistent coordination can all build unnoticed over time. So what actually keeps these breakdowns from happening in the first place?

Michele Self, an opticianry and optical operations expert, points to ownership, communication, and system visibility as the foundation of stronger performance. Rather than reacting to lab issues after the fact, she stresses proactively contacting patients when problems arise to preserve trust. Michele also emphasizes daily tracking of lab jobs to catch delays early and reduce risk beyond standard turnaround expectations, while noting that many remakes stem from preventable fitting or measurement errors. Her core message centers on building consistent systems that stop issues before they reach the patient.

In this episode of the Cleinman Connect Podcast, Michele Self, Program Facilitator at Cleinman, is back with Kim Carson to discuss improving communication, accountability, and workflow systems in optical practices. Michele explores patient communication during lab errors, tracking job delays, and reducing remake rates through better processes. She also covers lab flexibility, prescription accuracy, and how optician education and training improve overall practice performance.

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