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Fractional Services like a CMO with Daniel Palmer

Fractional Services like a CMO with Daniel Palmer


Episode 331


Welcome to this episode of 20/20 Money! My guest on today's show is Daniel Palmer. Daniel joins me back on the show to talk through a growing service and role in small businesses (optometry included)…


Published on 9 months ago

Making good decisions (and avoiding costly mistakes) when purchasing optometry equipment w/ Rick Norwood

Making good decisions (and avoiding costly mistakes) when purchasing optometry equipment w/ Rick Norwood


Episode 330


Welcome to this episode of 20/20 Money! My guest on today's show is Rick Norwood, founder & President of Norwood Device & Diagnostics. Rick joins me on the show to talk through an often-discussed top…


Published on 9 months, 1 week ago

Edging in-house vs outsourcing: the economics, trade-offs, and data an optometric practice needs to measure with Drs. Jennifer Stewart, OD & Sam Hornberger, OD

Edging in-house vs outsourcing: the economics, trade-offs, and data an optometric practice needs to measure with Drs. Jennifer Stewart, OD & Sam Hornberger, OD


Episode 329


Welcome to this episode of 20/20 Money! My guests on today's show are Drs. Jennifer Stewart & Sam Hornberger, both private practice owners in their respective practices.

 

Sam and Jennifer join me on…


Published on 9 months, 3 weeks ago

Providing vision therapy profitably and passionately with Dr. Leigha Nielsen, OD

Providing vision therapy profitably and passionately with Dr. Leigha Nielsen, OD


Episode 328


Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Leigha Nielson, OD FOVDR, founder of High 5 Vision Development in New Braunfels, TX.

 

Leigha joins me on the show to talk abou…


Published on 9 months, 4 weeks ago

Think differently about "admin days" in your practice --my guest appearance on "Eye Own a Business" with Dr. Steve Vargo, OD

Think differently about "admin days" in your practice --my guest appearance on "Eye Own a Business" with Dr. Steve Vargo, OD


Episode 327


Welcome to this episode of 20/20 Money! This week's episode is my guest appearance on Dr. Steve Vargo's show "Eye Own a Business," produced by IDOC.

 

Steve had me on the show to talk about something…


Published on 10 months ago

Ideas & strategies on ways to pay your team more without compromising profit with Jackson Pace, CPA

Ideas & strategies on ways to pay your team more without compromising profit with Jackson Pace, CPA


Episode 326


Welcome to this episode of 20/20 Money! My guest on today's show is Jackson Pace, CPA. Jackson joins me on the show to talk about ways owners can maximize the ROI on their team, specifically non-OD t…


Published on 10 months, 1 week ago

Stop Jonesin'…measure your success against your own purpose, not someone else's with Dr. Steve Vargo, OD

Stop Jonesin'…measure your success against your own purpose, not someone else's with Dr. Steve Vargo, OD


Episode 325


Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Steve Vargo, OD. In addition to being a practice management consultant with IDOC, Steve is also the host of the podcast "Eye Ow…


Published on 10 months, 2 weeks ago

How to increase the multiplier in your practice value with Nathan Hayes

How to increase the multiplier in your practice value with Nathan Hayes


Episode 324


Welcome to this episode of 20/20 Money! My guest on today's show is Nathan Hayes with IDOC & Books & Benchmarks.

 

Nathan and I spend time discussing a topic that was briefly brought up on our last c…


Published on 10 months, 3 weeks ago

How direct index portfolio construction can offset taxes on a practice sale with Peter Lazaroff, CFA, CFP®,

How direct index portfolio construction can offset taxes on a practice sale with Peter Lazaroff, CFA, CFP®,


Episode 323


Welcome to this episode of 20/20 Money! My guest on today's show is Peter Lazaroff, CFA, CFP®, Chief Investment Officer at Plancorp, host of The Long Term Investor podcast, and the author of the book…


Published on 11 months ago

Ten habits for success, growth, & achievement in 2025 (and beyond!)

Ten habits for success, growth, & achievement in 2025 (and beyond!)


Episode 322


Welcome to the first episode of 2025! In this episode, I take a bit of a trip down memory lane as I recently came across a list that I wrote 10+ years ago. Re-reading it, I thought it would be a grea…


Published on 11 months, 1 week ago





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