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Cleinman Connect Podcast

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by Cleinman Performance Partners

5.0(1 reviews)
68 episodes
Updated Bi-weekly
Accepts GuestsHas SponsorsLocation 🇺🇸
43

Podcast Authority

Beta
FairBased on show quality, social media presence, reviews, charts, and more
Pod Engine
Quality72
Social0
YouTube0
Engagement32

Podcast Overview

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.

Language

🇺🇲

Publishing Since

3/17/2023

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43

Podcast Authority

Beta
FairBased on show quality, social media presence, reviews, charts, and more
Pod Engine
Quality72
Social0
YouTube0
Engagement32
6
Excellent Areas
4
Good Performance
9
Growth Opportunities
excellent
Episode Length
22 minutes
Performing excellently!
good
Show Notes Quality
3.0/5

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Every 29 days

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Recent Episodes

Episode thumbnail for Part 1: Taking Ownership of Your Optical Boutique

June 17, 2026

Part 1: Taking Ownership of Your Optical Boutique

<p>Michele Self is the Program Facilitator at Cleinman Performance Partners, 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.</p><h2>In this episode…</h2><p>A successful optical boutique depends on more than stylish frames or strong sales. Small operational details shape patient trust, profitability, and the practice’s reputation. When mistakes happen, how can a team use them to improve instead of repeating the same problems?</p><p>Optician educator and optical practice consultant Michele Self explains that the answer starts with tracking remakes and understanding what they reveal. Remakes are not just isolated errors; they can point to issues with lab work, doctor changes, product warranties, staff training, or how products are explained to patients. Michele emphasizes that practices should review remake data consistently, categorize errors accurately, and approach mistakes with kindness rather than blame. With the right systems in place, practices can reduce costly errors, strengthen patient confidence, and make smarter decisions about staff education and product offerings.</p><p>In this episode of the Cleinman Connect Podcast, Kim Carson chats with Michele Self, Program Facilitator at Cleinman Performance Partners, about taking ownership of your optical boutique through smarter remake tracking. Michele explains why remakes affect success, how to identify training opportunities, and what product warranties reveal. She also touches on patient education, staff accountability, and protecting the practice’s reputation.</p>

Episode thumbnail for Adding up the Pieces of Your Practice’s Financial Puzzle

June 10, 2026

Adding up the Pieces of Your Practice’s Financial Puzzle

<p>Annelies Calnan is the Director of Practice Transitions at Cleinman Performance Partners, a consulting firm that specializes in supporting optometry practices with business growth, ownership transitions, and strategic decision-making. As a CPA with over eight years of experience in healthcare transactions — primarily within optometry — Annelies guides clients through financial analysis, valuations, and deal negotiations, helping practice owners confidently navigate milestones from hiring associates to executing complex exits.</p><h2>In this episode…</h2><p>Some practices seem profitable on the surface, yet struggle when it comes to producing cash flow. Deciphering the numbers that grow profitability in your practice can feel overwhelming at first — so how should you begin?</p><p>The first step, according to Annelies Calnan, a CPA with extensive experience in healthcare transactions, is to look beyond gross revenue. She explains that EBITDA — earnings before interest, taxes, depreciation, and amortization — shows the operational profit a practice generates if a third party were running it. By removing owner-specific expenses and one-time costs, this metric reveals the true efficiency and financial health of a practice, helping owners make smarter, more informed decisions.</p><p>In this episode of the Cleinman Connect Podcast, Kim Carson is joined by Annelies Calnan, Director of Practice Transitions at Cleinman Performance Partners, to discuss decoding practice profitability. Annelies explores how EBITDA offers a clearer picture than revenue alone, why balance sheets matter, and common financial blind spots. She also shares tips on preparing to understand your own numbers and confidently manage your practice’s growth.</p>

Episode thumbnail for Practical and Tested: Paid Digital Marketing for Any Budget

June 3, 2026

Practical and Tested: Paid Digital Marketing for Any Budget

<p>Eleanor Knight is the Senior Digital Marketing Strategist at Marketing4ECPs, a digital marketing agency that provides tailored marketing solutions for eye care professionals. With a management degree focused on marketing from the University of Lethbridge, she brings experience from agency, platform, and in-house roles. Eleanor specializes in paid media strategy, audience targeting, and campaign testing, helping eye care practices make smarter decisions across search, social, display, and geolocation advertising.</p><h2>In this episode…</h2><p>Paid digital marketing works best when it is treated less like a guessing game and more like a series of smart, measured choices. When every budget has limits, how do practices know where to invest and what to test?</p><p>The answer is to align strategy with goals and let the data guide the next move. According to Eleanor Knight, a communications-minded marketing strategist with experience across agency, platform, and in-house roles, paid search often sits closest to driving action and conversions, while display, geolocation, and paid social help build awareness and consideration. She explains that stronger results come from sharper structure, like grouping keywords more thoughtfully, tailoring ad copy to match search intent, and testing one variable at a time, so even small-budget campaigns can produce useful insights.</p><p>In this episode of the Cleinman Connect Podcast, Kim Carson is joined by Eleanor Knight, Senior Digital Marketing Strategist at Marketing4ECPs, to discuss practical paid digital marketing for any budget. Eleanor covers how paid search, display, geolocation, and social channels fit within the marketing funnel, how audience targeting has evolved, and why testing one variable at a time can make a big difference. She also shares how a display campaign delivered 97 bonus conversions.</p>

68 total episodes available

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Dr Patrick Wellick

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What is 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.

How often does this podcast release new episodes?

This podcast updates bi-weekly.

Where can I listen to this podcast?

This podcast is available on 9 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

Yes, this podcast regularly features guests.

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