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 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.

Creating Face-To-Face Opportunities With Your Patients Through Products and Social Media

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 direction, Lunette USA curates exclusive frames and supports its partners with competitive pricing, bespoke service, and designs not widely available locally.In this episode…Building loyalty in optometry means more than just offering quality eye exams. Practices must find ways to keep patients engaged between visits and make every interaction count. How can optical businesses create meaningful touchpoints that go beyond routine appointments?According to Sarah Vinson, a seasoned small business leader with experience spanning banking, construction, and retail, the key is to merge innovative products with strategic social media use. She highlights how frequent releases of new ZENKA eyewear toppers naturally draw patients back into practices for style updates, creating regular face-to-face opportunities. This steady stream of engagement strengthens customer relationships and helps practices compete beyond price alone. Sarah underscores that when small businesses focus on authentic connections, they build lasting trust and community loyalty.In this episode of the Cleinman Connect Podcast, Kim Carson sits down with Sarah Vinson, Owner and CEO of Lunette USA, to talk about creating face-to-face opportunities with patients through products and social media. They explore how frequent product launches can spark repeat visits, why purposeful social media drives stronger patient connections, and how authentic engagement builds loyalty. Sarah also shares advice on overcoming small business challenges and leveraging creativity without big advertising budgets.

09-24
40:56

Driving Growth in Independent Practices With Amanda Van Voris

Amanda Van Voris is the Senior Director of Client Solutions at Cleinman Performance Partners, a consulting firm that helps independent optometry practices grow through strategic, operational, and people-focused support. With over 20 years of experience, she leads her team in delivering solutions in areas like finance, systems, and organizational effectiveness to help clients achieve both large-scale growth and incremental improvements.In this episode…Growth is the dream of every independent practice owner, but the path to achieving it is rarely straightforward. From navigating financial hurdles to managing teams and creating systems that actually work, the challenges can feel overwhelming. So how do thriving practices make the leap from surviving to sustainable growth?According to Amanda Van Voris, a seasoned business consultant with over two decades of experience, growth begins with clarity around people, finance, and systems. She highlights that long-term success often comes from consistent planning, benchmarking, and being willing to pivot when unexpected challenges arise. The impact of this approach is evident in stories of practices that expanded from a single location to multiple thriving offices. Amanda emphasizes that true consulting is not about quick fixes but about behavior change, leadership development, and building confidence in owners. This is how practices not only grow but also evolve into resilient businesses that balance personal and professional goals.In this episode of the Cleinman Connect Podcast, host Kim Carson sits down with Amanda Van Voris, Senior Director of Client Solutions at Cleinman Performance Partners, to discuss driving growth in independent practices. She explains how to use people, finance, and systems as the foundation for scale, why pivoting builds stronger leaders, and the role of future visioning in practice success. Amanda also shares a simple tip any owner can use tomorrow to elevate patient experience.

09-17
16:36

Navigating Optometry Practice Divestiture Peaks and Valleys: A Private Equity Journey

Optometrist and former Practice Owner, Dr. Patrick Wellick of Apple Valley Eye Care in Apple Valley, MN, discusses his private equity practice divestiture journey and how he overcame a serious setback during the process. Practice owners will get great advice and tips on planning a successful exit.

06-04
16:54

Successful Optometry Practice Strategies for Efficiency, Patient Volume, and Financial Optimization

Practice Administrator Sherri Kelly of Crystal Vision Clinic in Crystal, MN discusses how she and the Practice Owner, Dr. Chase Endres approached growing revenue by enhancing practice efficiencies and broadening their team’s financial literacy while maintaining exceptional patient care.

05-07
18:36

Exceptional Elderly Patient Care Meets Optimal Optometry Practice Efficiency

Dr. Dori Carlson, owner and optometrist at Heartland Eye Care, P.C. in North Dakota talks about the unique challenges and rewards of providing eyecare to elderly patients and shares strategies for optimizing optometry practice efficiency.

04-02
17:00

Leadership Development Wisdom for Optometry Practice OD/Owners

Dr. Dwight Barnes, co-owner and optometrist at Cary Family Eye Care in Cary, North Carolina shares his leadership journey and the important lessons he learned. Listen to hone your leadership skills.

03-05
33:13

Establishing a Successful Dry Eye Optometry Specialty With IPL and RF

Dr. Melanie Weiss, owner and optometrist at Weiss Eyecare Clinic in Watertown, SD reveals her in-depth strategies for establishing a successful dry eye clinic utilizing Intense Pulse Light (IPL) and Radio Frequency (RF) treatments. Learn the secrets to success!

02-05
24:47

Creating Your Optometry Dream Team: Essential Hiring and Onboarding Tips

Cleinman Performance Partners’ Senior Director of Client Solutions, Amanda Van Voris weighs in on best practices for finding, interviewing, hiring, and onboarding the right people to join your private optometry practice team. This episode is filled with proven success methods.

01-01
21:03

The Top 5 Most Common Legal Issues For Private Optometry Practice Owners

Michelle Devito Marinello, Attorney and Partner at Whiteman Osterman & Hanna LLP, discusses the top 5 common legal issues faced by private optometry practice owners and how to avoid them.

12-04
27:10

Succession Planning for Private Optometry Practice Success

Join us as Dr. Billy McMillin of McMillin Eyecare in Kingsport, TN, shares his journey from Associate Doctor to partner, and ultimately, owner of his own practice. He offers valuable strategies and insights into succession planning to help ensure a seamless transition for any practice.

11-06
17:27

Proven Strategies For Growing Second Pair of Eyewear Sales

Our guest, optometry practice co-owner, manager, and veteran optician, Kari Whitehorne, in Ottawa, Ontario, Canada, shares her tried-and-true strategies that lead to second and multiple pairs of eyewear sales. You’ll walk away with real solutions to put into action right away!

10-02
24:48

Adding Aesthetic Services to Grow Your Optometry Practice | What You Should Know

Listen for exclusive tips as Dr. Dora Adamopoulos, President and Founder of Eye2Eye Optometry Corner and SomaSou MedSpa in Alexandria, VA details how she developed a very successful business featuring aesthetic services to enhance her private optometry practice.

09-04
24:11

Maximizing Optometry Practice Revenue With Frame and Lens Sales Reps

Listen for great tips to improve your private optometry practice revenue! Guest Heidi Cass, operations manager for a two-location practice, Reed Optical in NH, reveals her successful methods for getting the most for a practice from frame and lens sales representatives.

08-07
20:17

Leveraging Luxury Retail For Optometry Practice Growth

Listen for great tips on incorporating luxury eyewear into an optometry practice from Dr. Joelle Zagury in Ottawa, Ontario, Canada. She’ll share how she reached her luxury retail success quickly and how other practices can too.

07-03
20:48

Revitalizing Work Culture For Business Success

In this episode, Dr. Robert Goerss and his manager, Josh Lefholz, from Tomasino Goerss Vision Source in O’Fallon, MO, share their journey of overcoming a staffing crisis and rebuilding their eyecare practice culture from the ground up.

06-05
21:06

The Path to Exiting Vision Plans and Eyecare Practice Growth

For private optometry practice owners looking to break free from the limitations of vision plans and grow revenue, this episode features Dr. Kyle Ross of North Shore Eye Health and Wellness, who shares strategies for opting out of them and cultivating a thriving practice.

05-01
21:11

Motivating Your Eyecare Team: Unleashing Peak Potential

For an eyecare practice to grow, it’s essential to continuously find ways to motivate your team to foster that growth. Business partners Dr. Christine Hayes and Dr. Kimberly Brown at Wildwood Vision Specialists in Wildwood, MO, share their methods for successfully motivating their team.

04-03
21:55

Mastering the Selection and Integration of an Associate Optometrist

Dr. Nathan Heilman, a practice owner in Northfield, Minnesota, shares his step-by-step journey to successfully integrating a long-term Associate Optometrist into his practice.

03-06
21:20

Optimizing Staffing Solutions | Harnessing the Power of Virtual Assistants in an Eyecare Practice

Learn how Dr. Michael Feeser and practice manager Angela Feeser of Feeser Eye Care in Odessa, TX tackled staffing challenges by hiring virtual assistants for their independent optometry practice. Discover the challenges, benefits, and insights gained.

02-07
21:04

Implementing Benchmarking Across An Eyecare Practice Team

Guests Dr. Joshua Woodland and Dr. Corey Kelly, optometrists and business partners at the Woodland Eye Clinics in Iowa discuss how essential benchmarking has become in their eyecare practice and how they effectively developed a system across their three locations.

01-03
19:28

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