Best Adam Cmejla Podcasts (2025)

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Failure and Risk (and why practice owners should embrace them) with Nathan Hayes 1:06:58

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4d ago1:06:58

1:06:58

ODs tend to be a pretty risk-averse group, which means failure and risk can be avoided or almost taboo topics. But risk is required for any type of return in life. So how should practice/business owners think about risk? If you're embarking on a new growth goals for your practice—like adding an associate doctor—how do you prepare for that investmen…

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The benefits of shifting your mindset from practice owner to CEO (and the 3 numbers to measure daily) with Dr. Brianna Rhue, OD 57:02

11d ago57:02

57:02

So much of business ownership is about your mindset. So what happens when you take the cognizant approach to shift your mindset from a practice owner to a CEO? What are the necessary strategies you must incorporate into your life if you want accomplish more but yet do it in the same (or less time)? And how does this work when you try and build a te…

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If you think "sales" is a dirty word, this episode was made just for you. 34:45

18d ago34:45

34:45

In this episode, Dr. Steve Vargo returns to talk about a topic many ODs quietly struggle with: the role of sales in patient care and practice performance. Inspired by a recent post he shared on LinkedIn, we explore why certain KPIs feel frustrating to improve and how a simple shift in perspective can change the way doctors think about influencing p…

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From the Exam Room to the Executive Table: A Conversation with Dr. Pete Kehoe on How Managed Vision Care Can Enhance the Provider Experience 59:50

25d ago59:50

59:50

Why has the profession of optometry had such a complicated relationship with VCPs (vision care plans) over the years? Some practice owners love them. Others despise them. Some practices are on all the panels. Some have intentionally jettisoned themselves from every plan and gone out of network entirely. On this episode, which in a way serves as a f…

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Solving for optionality and the importance of community up to and through retirement with Roger Whitney 57:17

1M ago57:17

57:17

On this episode, we explore the unique intersection of financial planning and personal growth, discussing the importance of thinking on our thinking, the paradigm shift from accumulating to decumulating assets, and the role of community in achieving financial confidence. Roger shares insights from his Rock Retirement Club, emphasizing the value of …

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Educate & inform, don't sell: a patient experience conversation with Tim Merrigan from Acquios Advisors 52:09

1M ago52:09

52:09

There are few episodes where I tell you to rewind and listen again to something that a guest has says. This is one of those episodes. From the importance of using the patient's name to offering appointment options without directly asking if they want to schedule, this conversation with Tim is a great example of why words matter in all aspects of th…

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Saying Goodbye: What 60 Episodes Taught Us About Marketing 1:01:57

1M ago1:01:57

1:01:57

Is it time to say goodbye to your marketing efforts that aren't delivering results? In this final episode of Advisor Marketing Made Simple, hosts Taylor Schulte and Kendra Wright share their journey of creating 60 episodes and the difficult decision to conclude the show as their priorities have shifted. From reflecting on their year-long commitment…

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Where's my money?! with Sharon Carter 1:24:19

2M ago1:24:19

1:24:19

Ever wonder where all your money's going in your practice? Sharon's here to share the "usual suspects" of practice (mis)management that's costing practice owners tens (sometimes hundreds) of thousands of dollars. We also highlight the importance of goal setting and creating a positive workplace culture to retain staff and drive practice growth. Las…

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Advice Line: How To Streamline Marketing Funnels For Multiple Business Lines (Adam Cmejla) 1:02:48

2M ago1:02:48

1:02:48

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you struggling to manage multiple marketing funnels for different segments of your niche? How do you grow two related businesses without diluting your core offering? In this LIVE "Advice Line" episode, fin…

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Finding the right buyer: a PE sale built on trust, not just numbers, with Dr. Adam Bryan 1:15:58

2M ago1:15:58

1:15:58

Dr. Adam Bryan shares his journey of transitioning his optometry practice through a private equity sale. He discusses the evolving landscape of optometry ownership, the challenges and opportunities presented by private equity, and the importance of maintaining practice culture during the transition. Dr. Bryan reflects on the decision-making process…

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Advice Line: How To Consolidate Multiple Websites For Focused Marketing (Tyler Meyer) 36:31

2M ago36:31

36:31

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are your marketing efforts scattered across multiple websites with no clear strategy? Feeling overwhelmed by all the options but unsure where to focus? In this LIVE "Advice Line" episode, financial advisor Tyl…

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Embracing vision plans to profitably grow your practice 50:39

2M ago50:39

50:39

Dr. Chris Smiley offers a contrarian—but experience-backed—perspective on one of the most divisive topics in optometry today: vision plans. While many private practice ODs are dropping them entirely, Dr. Smiley makes the case that with the right strategy, vision plans can actually be a powerful engine for growth, profitability, and sustainability. …

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Advice Line: How To Segment Your Practice For Different Client Types (Jack Hudson) 45:18

2M ago45:18

45:18

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you struggling to build an effective marketing funnel while serving multiple client segments? Is your LinkedIn strategy failing to generate qualified leads? In this LIVE "Advice Line" episode, financial ad…

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The legal side of selling to PE: setting expectations the right way 1:01:32

2M ago1:01:32

1:01:32

Let's discuss the legal intricacies of exiting a practice, particularly in the context of private equity transactions. On this episode, David Cohen and I explore the importance of managing expectations for sellers, understanding the valuation process, and the implications of debt and real estate ownership in practice sales. Our conversation emphasi…

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Advice Line: How To Fix A YouTube Channel That Isn't Converting (Eric Rodriguez) 29:44

2M ago29:44

29:44

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Is your YouTube channel getting views but not converting into clients? Are you investing time and money in marketing with nothing to show for it? In this LIVE "Advice Line" episode from the 2025 Future Proof c…

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Selling with integrity: Dr. John Abbondaza's journey of ownership up to and through a sale to private equity 1:00:23

2M ago1:00:23

1:00:23

Selling to PE can be conflicting for some owners. On this episode, Dr. John Abbondanza discusses the decision-making process, the importance of understanding one's values, and the impact of the sale on his team and patients. The conversation delves into the nuances of private equity in optometry, the significance of communication during transitions…

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Advice Line: How To Grow Your Brand When Marketing Isn't Your Passion (Ryan Brueck) 39:18

3M ago39:18

39:18

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you struggling to grow your financial advisory firm but unsure where to focus your marketing efforts? In this LIVE "Advice Line" episode, financial advisor Ryan Brueck joins us to discuss his challenge of …

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Hidden financial compression squeezing optometry practices in 2025 (guest appearance on Power Hour) 59:23

3M ago59:23

59:23

In this eye-opening episode of The Power Hour, host Eugene Shatsman welcomes back Adam Cmejla, Certified Financial Planner, Founder and Owner of Integrated Planning & Wealth Management, and Host of 20/20 Money Podcast — to pull back the curtain on the relentless "compression" squeezing optometry practices right now. As a reminder, you can get all t…

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Advice Line: How to Show Your Value to High-Earning Prospects (Aditi Kapadia) 40:35

3M ago40:35

40:35

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you struggling to clearly articulate your value to prospects and clients? Wondering how to structure your services to attract high-earning professionals? In this LIVE "Advice Line" episode, financial advis…

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Is an 8x multiple on a $1M EBIDTA a good deal? A transition convo with Nathan Hayes 1:05:47

3M ago1:05:47

1:05:47

Welcome to this episode of 20/20 Money! My guest on today's show is Nathan Hayes. In this episode, we discuss the complexities of business valuation and exit planning for optometry practices. We explore the importance of understanding cash flow, market multiples, and the necessity of being exit ready at all times. The conversation delves into the f…

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Advice Line: How to Grow A Podcast That’s Already Converting (Jesse Cramer) 42:12

3M ago42:12

42:12

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you struggling to grow your podcast audience despite having great content? Wondering how to turn your middle-of-funnel success into more top-of-funnel visibility? In this LIVE "Advice Line" episode, financ…

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How OD practice owners should think about long term care insurance with Bryan Langdon, CLU 1:05:12

3M ago1:05:12

1:05:12

Long term care (LTC) is a complicated, misunderstood, and emotional topic for any family to discuss. Even if you're a younger listener and think "Oh, this episode isn't applicable to me," I'd still encourage you to give it a listen as the topic of LTC is generational. On today's episode, Bryan and I discuss the basics of what LTC is and what it's n…

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Advice Line: Why Your Podcast Isn’t Attracting Clients—and How to Fix It (Steve Taylor) 33:00

3M ago33:00

33:00

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Is your podcast failing to convert listeners into clients? Are you struggling to define your niche and create content that resonates with your ideal audience? In this LIVE "Advice Line" episode, financial advi…

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Hidden gems in retirement planning: what practice owners might be missing after the sale with Taylor Schulte, CFP® 50:33

3M ago50:33

50:33

Welcome to this episode of 20/20 Money! My guest on today's show is Taylor Schulte, CFP®, host of the Stay Wealthy Retirement Show Podcast. In this episode, we discuss the often-overlooked aspects of retirement planning, focusing on the importance of understanding blind spots, the need for purpose in retirement, and the role of community. We explor…

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Advice Line: Building A Marketing Funnel For Your Niche Practice (Scott Campbell) 44:37

4M ago44:37

44:37

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you a financial advisor specializing in a niche practice but struggling to attract qualified prospects? Do you feel like your firm is the "best kept secret" despite having excellent client retention? In th…

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A simple strategy to make the pain of quarterly estimates less (emotionally) stressful for optometry practice owners 38:48

4M ago38:48

38:48

If you've ever wondered how to take some of the emotional sting out of estimated tax payments, this episode is for you. I share a simple yet impactful way to manage your cash flow, a simple formula to help you better estimate your estimated payments, and how to segregate your savings to give you a clearer picture of your cash-on-hand to make your q…

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Advice Line: How To Focus Your Marketing When You're Overwhelmed (Charley Edson) 44:48

4M ago44:48

44:48

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you a new financial advisor feeling overwhelmed by all the marketing options available to you? Unsure which path to take to attract your ideal clients? In this LIVE "Advice Line" episode, financial advisor…

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Lessons from the (former) President of TSO: cooperative strategies to counter PE disruption and empower private practice ownership with John Marvin 1:14:45

4M ago1:14:45

1:14:45

My guest today is John Marvin, former President of TSO (Texas State Optical). John joins me to talk about two intertwined issues reshaping private-practice optometry: the accelerating influence of private equity and the growing challenge of recruiting—and retaining—enough ODs to meet patient demand. We explore the cultural and financial trade-offs …

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Advice Line: Why Picking A Niche Makes Everything Easier (Frank Rekas) 38:44

4M ago38:44

38:44

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you struggling to grow your financial advisory practice by attracting a specific niche? Wondering how to effectively market to attorneys or other professional groups? In this LIVE "Advice Line" episode, fi…

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2024 Books & Benchmarks Report Discussion with Nathan Hayes 1:06:58

4M ago1:06:58

1:06:58

Welcome to this episode of 20/20 Money! My guest on today's show is Nathan Hayes. Nathan joins me on the show to do a deep dive into 2024's Books & Benchmark's annual report. He shares ranges of the numbers that practice owners should really care about and should be tracking: COGS, non-OD staff expense, Associate OD comp ranges, occupancy costs, an…

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Advice Line: Why Focusing On ONE Marketing Channel Converts Better (Mohammad Uz-Zaman) 39:07

4M ago39:07

39:07

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are your marketing efforts scattered across too many platforms with minimal results? Wondering how to convert cold leads into qualified clients? In this LIVE "Advice Line" episode, financial advisor Mohammad U…

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Are Opportunity Zones really an opportunity or is the tax tail wagging the investment dog with Peter Lazaroff, CFA, CFP® 46:11

4M ago46:11

46:11

Welcome to this episode of 20/20 Money! My guest on today's show is Peter Lazaroff, CFA, CFP®. Peter joins me to examine whether the much-touted tax benefits of opportunity zones (OZs) justify the risks required, or if investors are letting the "tax tail" wag the investment dog. We cover how OZs work, what the new One BBB Act means for the program'…

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Advice Line: How to Build a Marketing Funnel That Attracts Pre-Retirees (Ryan Kittredge) 51:44

4M ago51:44

51:44

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are your marketing efforts bringing in leads but not pre-retiree clients? Wondering what's missing in your financial advisor marketing funnel? In this LIVE "Advice Line" episode, Ryan Kittredge from Clearpath …

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Building my ideal "Frankenstein" practice discourse, 3 important practice metric numbers to focus on, and examples of AI use in practice with Dr. Dodge Perry, OD 1:03:15

5M ago1:03:15

1:03:15

Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Dodge Perry, OD. Dodge joins me on the show to have an open discussion after listening to my "Frankenstein" episode, which was inspired by him asking me the question "If I could create an ideal private practice, what would go into that decision making process?" We discuss the i…

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Advice Line: Where To Focus Your Marketing When You Have Multiple Brands (Ed Vargo) 38:57

5M ago38:57

38:57

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ---- Where should you focus your marketing efforts when you have multiple brands serving different audiences? Is it better to build separate marketing channels or create a unified approach? In this LIVE "Advice Lin…

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What the One Big Beautiful Bill Act means for optometry private practice owners & their financial planning 1:01:59

5M ago1:01:59

1:01:59

In this episode of 20/20 Money, I break down some of the most impactful tax and planning changes introduced in the recently passed Big Beautiful Bill Act—Congress's sweeping update to the tax code that makes many TCJA provisions permanent while adding new wrinkles that matter to private practice owners. Whether you're thinking about how to reduce y…

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Advice Line: How To Drive Predictable Leads Online For Your Firm (LIVE Devin Watts) 36:24

5M ago36:24

36:24

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you struggling to convert online views into actual clients for your financial advisory firm? Wondering why your social media efforts aren't translating to growth? In this LIVE "Advice Line" episode from th…

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5 common decisions that prevent ODs from achieving financial independence 39:30

5M ago39:30

39:30

Welcome to this episode of 20/20 Money. In the spirit of Independence Day, today's episode explores a different kind of freedom—financial independence—and the common decisions that often stand in the way of achieving it. I walk through five recurring mistakes I see optometric practice owners make that limit their long-term financial freedom, both p…

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Advice Line: How to Build a Clear Marketing Roadmap (Stephen Mulholland) 33:10

5M ago33:10

33:10

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you struggling to focus your marketing efforts while serving multiple client types? How do you choose which niche to prioritize when growth demands clarity? In this LIVE "Advice Line" episode, financial ad…

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ANOTHER 20/20 Takeover: Your favorite KPIs (and why?!) w/ Drs. Jennifer Stewart, OD & Jeremy Ciano, OD 51:15

5M ago51:15

51:15

Welcome to this episode of 20/20 Money! My guests on today's show are my two good friends—and successful practice owners—Drs. Jeremy Ciano and Jennifer Stewart, OD. This is another takeover episode, so I'm honestly not sure where they'll take the conversation. The only direction I gave them was the title of the episode, so I'm just as curious as yo…

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Advice Line: Why No One Is Showing Up To Your Webinars (Ross Blount) 38:15

5M ago38:15

38:15

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are your webinars attracting zero attendees despite your marketing efforts? Wondering why your ads aren't converting to actual participants? In this LIVE "Advice Line" episode, financial advisor Ross Blount as…

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The delegation journey...and why every practice owner should be on it! with Dr. Michael Neal, OD 49:32

5M ago49:32

49:32

Welcome to this episode of 20/20 Money. My guest on today's show is Dr. Michael Neal, OD. Mike joins me on the show to talk about the evolution of delegation as a practice owner—specifically, the journey of learning to trust your team with everything outside of your core revenue-producing activities. We share our own experiences with delegation, wh…

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Advice Line: Are Paid Ads Worth It For Advisors? (Aaron Brask) 42:57

6M ago42:57

42:57

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you spreading your marketing efforts too thin and wondering why you're not seeing results? Is paid advertising worth the investment for financial advisors? In this LIVE "Advice Line" episode, financial adv…

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Using data to determine the best location for your practice with Mike Jorgenson from Carr Healthcare Realty 1:06:14

6M ago1:06:14

1:06:14

Welcome to this episode of 20/20 Money! My guest on today's show is Mike Jorgenson from Carr Healthcare Realty. Mike joins me back on the show to talk about what goes into a demographics search when evaluating the location of a practice—and he does it from both a cold start as well as existing practice's point of view. We talk about the minimum OD:…

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Advice Line: Personal Brand Or Firm Brand For Marketing Success (Taylor Bell) 45:24

6M ago45:24

45:24

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you struggling with whether to build a personal brand or a firm brand for your financial advisory business? Wondering which marketing channel to focus on when you're just starting out? In this LIVE "Advice…

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The power of community, stopping the "race to the bottom," educating ODs on practice affordability, discussing the Associate OD shortage, and more with Dr. Mick Kling, OD 44:24

6M ago44:24

44:24

Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Mick Kling, OD. Mick joins me back on the show to talk about the power of community within the profession and how optometrists can avoid the "race to the bottom" when it comes to pricing by focusing on delivering and communicating value to their patients. We also discuss how to…

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Advice Line: How to Clarify Your Niche So Clients Say Yes Faster (Jeff Venables) 38:53

6M ago38:53

38:53

Are you a financial advisor struggling to get your new practice off the ground? Wondering how to clarify your niche and create a marketing strategy that actually works? In this LIVE "Advice Line" episode, we help Jeff Venables, a teacher-turned-financial advisor who's building a firm to serve fellow educators. With less than a year in business, Jef…

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From blank to bank: How a $35 lens becomes a $525 sale by finishing in-house with Dr. Mike Satryan, OD 1:04:06

6M ago1:04:06

1:04:06

Welcome to this episode of 20/20 Money. My guest on today's show is Dr. Mike Satryan, OD, a partner with Mountain View Eye in Altoona, PA. Mike is a long-time practice owner who brings over 25 years of experience running an in-house optical lab within their practice. We dive into the substantial cost savings his practice has realized by finishing l…

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Advice Line: Your Niche Is Clear — So Why Aren’t The Right Clients Finding You? (Neil Chacko) 36:33

6M ago36:33

36:33

Want your marketing questions answered by Taylor and Kendra? Apply to be on an Advice Line episode: https://www.taylorschulte.com/apply ———— Are you struggling to attract your ideal clients despite having a clear niche in mind? Do you wonder how to effectively market to a specific demographic without alienating others? In this LIVE "Advice Line" ep…

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The home loan balancing act: smart mortgage moves for optometry practice owners with Lee Raykovicz, OD 1:06:38

6M ago1:06:38

1:06:38

Welcome to this episode of 20/20 Money! My guest on today's show is Lee Raykovicz, OD, a mortgage broker with Go Rascal Mortgages. On today's episode we dive into what goes into the mortgage underwriting process, how practice owners can get creative when it comes to purchasing their homes, the details on what Physician loans actually are and how th…