20/20 MONEY, hosted by Certified Financial Planner and experienced Wealth Adviser Adam Cmejla, aims to bring clarity to financial concepts and strategies that impact optometrists. For more information on the show and on Adam, please visit https://www.integratedpwm.com/
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Adam Cmejla Podcasts
Join us for the latest ideas and innovations in the optometric industry. Brought to you every Wednesday by Power Practice. Learn more at www.PowerPractice.com
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Ever wish financial advisor marketing was easier? Tired of experimenting without results? Craving simple strategies that actually work? Press play and take notes – we’re about to level up how you market your financial services. Hey there! We’re Kendra and Taylor 👋… two marketing professionals with decades of real-life experience sharing proven strategies from two (very!) different perspectives. Taylor, as an advisor who tripled his revenue in the last three years, and Kendra, as an agency ow ...
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Advice Line: How To Streamline Marketing Funnels For Multiple Business Lines (Adam Cmejla)
1:02:48
1:02:48
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1:02:48Want 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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Behind the Scenes at the Heart of America Eye Care Congress with Dr. Suzy Lake & Dr. Jeff Gerson
36:43
36:43
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36:43What makes a conference more than just a meeting? For over six decades, the Heart of America Eye Care Congress has been one of optometry’s most enduring traditions — bringing together thousands of professionals, students, and industry partners for education, innovation, and community. In this episode of Power Hour, recorded live in Kansas City, hos…
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Finding the right buyer: a PE sale built on trust, not just numbers, with Dr. Adam Bryan
1:15:58
1:15:58
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1:15:58Dr. 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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Managing Managed Care, Capture Rates and the Missing Middle for Practice Growth with Todd Lossone
1:00:35
1:00:35
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1:00:35Navigating managed vision care can be complex. Between reimbursements, benefits, and patient expectations, finding the balance between patient satisfaction and profitability is no small feat. But what if the key isn’t fighting the system, but understanding lesser-known opportunities that exist within managed care? In this episode of Power Hour, hos…
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Advice Line: How To Consolidate Multiple Websites For Focused Marketing (Tyler Meyer)
36:31
36:31
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36:31Want 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
50:39
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50:39Dr. 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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Vegas Innovator Series Part II: Tech to Grow Revenue, Capture Lens Sales & Cut Remakes
1:00:48
1:00:48
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1:00:48What happens when you bring together some of the sharpest minds shaping the future of optometry and optical retail? You get an unfiltered conversation that uncovers where innovation meets patient care, where business decisions meet real-world practice, and where industry leadership is steering the next decade of eye care.…
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Advice Line: How To Segment Your Practice For Different Client Types (Jack Hudson)
45:18
45:18
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45:18Want 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
1:01:32
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1:01:32Let'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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Vegas Innovator Series: Who are the Vision Innovation Challenge Winners at Vision Expo?
47:04
47:04
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47:04In this special edition of Power Hour recorded live at Vision Expo West, host Eugene Shatsman takes you behind the scenes of the VSP Vision Innovation Challenge, co-hosted by VSP Vision Global Innovation Center, The Vision Council, and MATTER, and first time involvement for the Power Hour. From 50+ groundbreaking submissions to 6 stage finalists an…
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Advice Line: How To Fix A YouTube Channel That Isn't Converting (Eric Rodriguez)
29:44
29:44
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29:44Want 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
1:00:23
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1:00:23Selling 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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$1,200 Revenue Per Patient in a Single-OD Practice & Neurolens’ Rebrand to Newton
53:49
53:49
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53:49Ten Patients. $1.2K Each. How Dr. Evie Lawson Rebuilt the Exam and the Business What if your next growth leap didn’t come from seeing more patients, but from redesigning the visit itself?
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Advice Line: How To Grow Your Brand When Marketing Isn't Your Passion (Ryan Brueck)
39:18
39:18
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39:18Want 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
59:23
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59:23In 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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The Future of Eyecare Media: Anne M. Cooper on Trends, Technology, and Change
50:31
50:31
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50:31What stories are shaping the future of optometry, and how do we know where the industry is headed? To answer that, we turned to someone with perhaps the broadest view in eyecare today: Anne M. Cooper, Editorial Director of Vision Monday and 20/20 Magazine.
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Advice Line: How to Show Your Value to High-Earning Prospects (Aditi Kapadia)
40:35
40:35
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40:35Want 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
1:05:47
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1:05:47Welcome 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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The Hidden Financial Compression Squeezing Optometry Practices in 2025, with Adam Cmejla
57:22
57:22
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57:22In 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.…
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Advice Line: How to Grow A Podcast That’s Already Converting (Jesse Cramer)
42:12
42:12
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42:12Want 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
1:05:12
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1:05:12Long 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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12 Month Case Study to Scale Smarter: Growing Revenue and Culture with Dr. Nick Lillie
1:01:07
1:01:07
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1:01:07Scaling a practice is never easy, especially when new growth often brings growing pains. But what if you could expand your practice, add associates, and increase profitability without losing momentum — or yourself — in the process?
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Advice Line: Why Your Podcast Isn’t Attracting Clients—and How to Fix It (Steve Taylor)
33:00
33:00
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33:00Want 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
50:33
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50:33Welcome 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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ODs on Facebook: The Online Community Shaping the Future of Optometry with Dr. Alan Glazier
56:26
56:26
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56:26If you’re in optometry, chances are you’ve heard of — or are already part of — ODs on Facebook. With over 47,000 members, millions of annual comments, and hundreds of ODs engaging daily, it’s the largest and most influential optometry community online.
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Advice Line: Building A Marketing Funnel For Your Niche Practice (Scott Campbell)
44:37
44:37
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44:37Want 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
38:48
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38:48If 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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AOA Leaders Take on Vision Benefit Managers: Legislation, Advocacy, and the Future of Eye Care
55:50
55:50
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55:50In this rare behind-the-scenes episode of Power Hour, host Eugene Shatsman is joined by an all-star panel from the American Optometric Association — Dr. Thomas A. Lucas, Jr. (Director of Advocacy, Texas Optometric Association), Dr. Jacqueline M. Bowen (President, AOA), and Dr. Jon F. Pederson (Trustee, AOA). Together, they pull back the curtain on …
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Advice Line: How To Focus Your Marketing When You're Overwhelmed (Charley Edson)
44:48
44:48
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44:48Want 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
1:14:45
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1:14:45My 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
38:44
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38:44Want 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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The Myopia Management Mindset: How Top ODs Convert and Retain More Patients
1:04:38
1:04:38
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1:04:38In this Power Hour episode, host Eugene Shatsman brings together two of the most respected leaders in the field: Dr. Brianna Rhue and Dr. Thanh Mai. Collectively, their practices manage thousands of active myopia patients across multiple locations. They’ve guided countless other ODs to success, and they’re here to give you a play‑by‑play of what wo…
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2024 Books & Benchmarks Report Discussion with Nathan Hayes
1:06:58
1:06:58
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1:06:58Welcome 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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How Should You Pay Your Doctors? Metric of the Quarter with Dr. Jason Lake
56:19
56:19
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56:19Ever wonder what your associate doctors should really be producing? Or how to fairly structure pay in today’s competitive market? Welcome to the latest installment of the Power Hour’s Quarterly Metrics Roundup, where this quarter’s spotlight is on one of the most crucial, and often misunderstood topics: how to pay your doctors properly.…
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Advice Line: Why Focusing On ONE Marketing Channel Converts Better (Mohammad Uz-Zaman)
39:07
39:07
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39:07Want 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
46:11
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46:11Welcome 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
51:44
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51:44Want 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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The Eyecare Industry’s Big Reset: Data Trends, Economic Strain, and the Future of Vision Expo
58:49
58:49
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58:49There’s no sugarcoating it: the data shows the eye care industry is facing headwinds. Patient volume is down. Consumer sentiment is shifting. Tariffs are rattling supply chains, and the future of our biggest industry event is being reimagined.
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