Cleinman Connect Podcast

Cleinman Performance Partners

82 episodes listed below

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Practical growth talk for private optometry.

The gist

Cleinman Connect Podcast is a business-minded optometry show built around peer conversation and practical practice decisions. Guests talk through partnerships, team development, branding, technology, patient communication, clinical niches, and the everyday choices that shape an independent office.

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About Cleinman Connect Podcast

Cleinman Connect Podcast is built for the real business texture of private optometry. The show spends its time in the space between patient care and practice ownership, where decisions about staffing, marketing, partnerships, technology, and leadership all start to affect the room. Its conversations are usually guest-led and practical. They sound like working sessions with people who know the industry, not distant commentary about it. Kim Carson appears across the main interview format, guiding conversations with consultants, business development voices, distributors, brand builders, and optometry professionals. The topics stay concrete. James Johnson explains how value-driven industry partnerships can fill gaps for doctors, from marketing and EHR needs to newer technology and AI-related tools. Nancy talks through Lead by Design as a small-group leadership program focused on conflict, commitment, accountability, and team results. Dr. Kevin G connects practice planning to software, medical niches, community relationships, office location, patient comfort, and changing work habits. The Optometrist Unleashed feature brings in Dr. Trevor Miranda for a more doctor-led discussion, including ocular surface disease, dry eye, and amniotic membrane therapy with Dr. Julian Prozia. Other episodes look at patient communication platforms, tech stack efficiency, contact lens distribution, eyewear differentiation, and memorable branding. A featured For the Record episode uses Calgary Wild FC as a case study for consistency, emotional connection, and trust in brand building. The show’s usefulness comes from its specificity. It does not treat “growth” as a single generic goal. It asks what actually helps a practice run better, serve patients better, and make smarter decisions with partners and tools. The pacing is measured, with space for rapport and follow-up. The strongest moments turn a guest’s experience into a takeaway a practice owner or manager could test in their own office. For an optometry team trying to improve without chasing every shiny idea, it offers grounded, industry-fluent conversation.

Made for: For independent optometrists, practice owners, managers, and eye care teams thinking seriously about growth, operations, patient experience, and business partnerships. It also suits industry partners who want to understand what practice-level decisions actually look like.

What sets it apart: The show keeps business advice inside the daily reality of optometry, with guests connecting strategy to patient flow, team accountability, technology choices, brand trust, and partner fit. Its strength is the peer-level detail: practical enough for operators, but conversational enough to avoid feeling like a webinar.

In their own words

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 Cl...

As heard by us

Based on 5 episodes we listened to · September 2026

Cleinman Connect Podcast turns optometry practice management into concrete decisions about staffing, software, marketing, partnerships, and operational efficiency.

Cleinman Connect Podcast treats an optometry practice as an operating business, with Kim Carson interviewing owners and industry guests about the decisions behind its daily performance.

Read our full review in PlayNext →

Why you'd press play

The front desk phone is ringing; your next teammate might never set foot behind the counter.

Press play if you want

  • to sort which front-desk tasks a virtual teammate could take off your staff's plate
  • to hear why one optometrist changed his late hours as family life and patient schedules shifted
Read the full recommendation in PlayNext →
private optometry growthpractice ownershipindustry partnershipsteam leadershippatient experiencebranding and marketingpractice technologyocular surface care

Talks about

Best episodes of Cleinman Connect Podcast

Short reviews from the PlayNext desk, based on the episodes we processed.

Creating Value-Driven Partnerships For Your PracticeMay 6, 2026

A practical look at how optometry partnerships are chosen, shaped, and kept manageable.

The piece frames optometry growth as a practical question of partner selection and fit. Kim Carson's conversation with James Johnson, Kleinman's Head of Business Development, keeps attention on the work behind two meetings a year, the search for companies with a compatible…

[Ownership] Proactive Planning in Your Practice for Software, Medical Niches, and the CommunityApr 22, 2026

A practical look at how location, hours, and access shape a practice.

Kim Carson's conversation with Dr. Kevin G of GI Care stays grounded in the practical side of running a practice. It gives weight to sharing space near other doctors, sending electronic reports to other disciplines, and making it easier for patients to walk next door.

4TheRecord Feature - How To Build a Strong Brand Patients RememberApr 8, 2026

A brand-focused episode that centers trust, recognition, and the pull between identity and leads.

The episode uses Calgary Wild FC as a clear example of how memorable brands are built through consistency, emotional connection, and trust. Tyler Kemp and Sarah Nowarandu keep the discussion anchored in the basics of how a brand presents itself and how it is experienced in the…

[Ownership] Streamlining Processes and Reducing Operational FrictionMar 4, 2026

A practical look at optometry software features that reduce routine staff work.

Kim Carson's conversation with Ann Chong, President and CEO of Visualize, keeps its attention on the practical machinery of an optometry practice: reminders, recalls, appointment confirmation, review prompts, and the small interface frictions that can slow daily work.

[Ownership] Elevating Your Practice Through Virtual Team MembersFeb 25, 2026

Virtual help for optometry, from calls and billing to the pressure of keeping a practice running.

Corey Pinnegar frames Team as a practical way to move optometry practice work off the back burner, from inbound and outbound calls and insurance verifications to revenue cycle management and scribing.

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Episodes

  1. 1

    [Optometrist Unleashed] What Public Speaking Teaches Us About Talking to Patients - Part 1

    On Optometrist Unleashed, Dr.

    Sep 23, 2026·24m·1 clip
  2. 2

    The Real Cost of Bad Data in Your Practice

    Sep 16, 2026·40m
  3. 3

    From Kindergarten to the Boardroom Part 2: I.C.O.N.I.C. Leadership

    Sep 9, 2026·19m
  4. 4

    From Kindergarten to the Boardroom Part 1: Lessons in Confidence & Culture

    Sep 2, 2026·22m
  5. 5

    Building Patient Loyalty Beyond the Price Tag

    Aug 26, 2026·30m
  6. 6

    Mindset Shifts: Personal Development For Professional Fulfillment

    Aug 19, 2026·31m
  7. 7

    [Optometrist Unleashed] Part 2: Buying Practices, Metrics That Matter, and Prioritizing Initiatives

    Aug 12, 2026·22m
  8. 8

    [Optometrist Unleashed] Part 1: Buying Practices, Metrics That Matter, and Prioritizing Initiatives

    Aug 5, 2026·23m
  9. 9

    Why Your Practice Needs Video Marketing

    Jul 29, 2026·47m
  10. 10

    Highlighting Practice Culture With Cleinman's New Excellence Awards

    Jul 22, 2026·29m
  11. 11

    AI Is Changing How Patients Find You

    Jul 15, 2026·30m
  12. 12

    The Hidden Driver of Practice Growth: Employee Engagement

    Jul 8, 2026·43m
  13. 13

    [Optometrist Unleashed] Vision, Vines & Remote Communities

    Jul 1, 2026·46m
  14. 14

    Part 2: Taking Ownership of Your Optical Boutique

    Jun 24, 2026·23m
  15. 15

    Part 1: Taking Ownership of Your Optical Boutique

    Jun 17, 2026·22m
  16. 16

    Adding up the Pieces of Your Practice’s Financial Puzzle

    Jun 10, 2026·22m
  17. 17

    Practical and Tested: Paid Digital Marketing for Any Budget

    Jun 3, 2026·20m
  18. 18

    Fueling Success Through Peer-to-Peer Conversations

    May 27, 2026·18m
  19. 19

    [Optometrist Unleashed] Leadership and Authentic Connection in Independent Optometry

    May 21, 2026·36m
  20. 20

    Breaking the "Non-Creative" Label in Professional Spaces

    May 13, 2026·20m
  21. 21

    Creating Value-Driven Partnerships For Your Practice

    Hidden gem

    James Johnson talks partnerships without dressing them up.

    May 6, 2026·22m·1 clip
  22. 22

    Lead by Design: Supporting Personal & Professional Growth

    Kim Carson interviews Nancy DeWall, a Kleinman consultant, about Lead by Design, a six-session leadership program scheduled across about eight months.

    Apr 29, 2026·15m·1 clip
  23. 23

    [Ownership] Proactive Planning in Your Practice for Software, Medical Niches, and the Community

    Hidden gem

    Kim Carson speaks with Dr.

    Apr 22, 2026·26m·1 clip
  24. 24

    [Optometrist Unleashed] Healing the Ocular Surface

    This episode features an interview with Dr.

    Apr 15, 2026·27m
  25. 25

    4TheRecord Feature - How To Build a Strong Brand Patients Remember

    Tyler Kemp hosts Sarah Nowarandu in a special featured For the Record conversation.

    Apr 8, 2026·53m·3 clips
  26. 26

    [Ownership] Choosing Partners Over Chasing Prices

    This episode features an interview with Dennis Holloway and Michelle Shenley from eDoctor discussing their roles in contact lens distribution and business strategies for optometry practices.

    Apr 1, 2026·36m
  27. 27

    [Marketing] Metamorphosis in Eyeware: Fashion, Function, and Flexibility

    This episode features an interview with Sarah Vinson, owner of Lunette USA, discussing the marketing and business aspects of modular eyewear in the optometry industry.

    Mar 25, 2026·33m
  28. 28

    [Growth] Creating the Ideal Patient Experience

    This episode features an interview with Jen Denham, chief growth officer at Aloha, discussing how their platform helps optometry practices automate patient communication and implement growth strategies to enhance the patient experience.

    Mar 18, 2026·41m
  29. 29

    [Optometrist Unleashed] Myopia Management and Going Beyond the Blur

    This episode features an interview with Dr.

    Mar 11, 2026·29m
  30. 30

    [Ownership] Streamlining Processes and Reducing Operational Friction

    Hidden gem

    Kim Carson talks with Ann Chong, President and CEO of Visualize.

    Mar 4, 2026·22m·1 clip
  31. 31

    [Ownership] Elevating Your Practice Through Virtual Team Members

    Hidden gem

    Kim Carson hosts Corey Pinnegar.

    Feb 25, 2026·22m·1 clip
  32. 32

    [Marketing] How Digital Awareness Ads Can Influence Your Patients of Tomorrow

    Tyler Kemp, account manager at Marketing for ECPs, tells host Kim Carson that awareness ads are the top of the marketing funnel, which moves from awareness to interest to action.

    Feb 18, 2026·24m·1 clip
  33. 33

    [Optometrist Unleashed] The AI Evolution in Eye Care: From Scribe to Strategy

    Feb 11, 2026·32m
  34. 34

    [Ownership] Thinking Beyond Current Challenges and Finding the Solutions

    Feb 4, 2026·20m
  35. 35

    [HR Services] The Power of Engagement Surveys

    Jan 28, 2026·31m
  36. 36

    [Growth] From Concept to Patent: Turning Experience Into Evidence

    Jan 21, 2026·25m
  37. 37

    [Growth] Unleashing the Optometrist & the Pursuit of Process in Eye Care

    Jan 14, 2026·26m
  38. 38

    [Marketing] Trends To Pay Attention to in 2026

    Jan 7, 2026·16m
  39. 39

    A Reflection of 2025

    Dec 31, 2025·24m
  40. 40

    [Leadership] Ways To Empower Managers Into Leaders

    Dec 24, 2025·16m
  41. 41

    [Growth] The Importance of Tracking Data, Using KPIs, and Having Accountability in Your Practice

    Dec 17, 2025·23m
  42. 42

    [Growth] Why You Should Consider Doctor-Driven Dispensing in Your Practice

    Dec 10, 2025·16m
  43. 43

    [Growth] How Your Online Presence and Automations Improve Patient Loyalty and Sales

    Dec 3, 2025·20m
  44. 44

    [Growth] Stocked Right: The Training Guide to Better Board Management

    This episode features Michelle Kelly discussing board management strategies and business growth in optometry, following her recent MBA completion.

    Nov 26, 2025·39m
  45. 45

    The Strategy-First Approach To Rebranding Your Business With Kehna Kelly

    Nov 19, 2025·12m
  46. 46

    [Marketing] Search Engine Optimization: What Really Matters

    Nov 12, 2025·25m
  47. 47

    [Transitions] The Basics of Planning Your Exit From Optometry

    Nov 5, 2025·29m
  48. 48

    [Growth] From Science to Sales - Educating Patients on Treatment Plans

    Oct 29, 2025·34m
  49. 49

    [Ownership] What To Consider When Insuring Your Practice

    Oct 22, 2025·26m
  50. 50

    [Marketing] Digital, Traditional, and Best Practices for Marketing in Optometry

    Oct 15, 2025·25m
  51. 51

    Marketing Dry Eye Equipment & Treatments in Your Practice With Dennis Evans Jr.

    Oct 8, 2025·25m
  52. 52

    Helping Optometrists Overcome Business Challenges and Build Strong Teams With Kevin Wilhelm

    Oct 1, 2025·19m
  53. 53

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

    This episode features an interview with Sarah Vincent, CEO of Lunette USA, discussing how optometry practices can use products and social media to create face-to-face opportunities with patients for business growth.

    Sep 24, 2025·41m
  54. 54

    Driving Growth in Independent Practices With Amanda Van Voris

    Sep 17, 2025·17m
  55. 55

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

    Jun 4, 2025·17m
  56. 56

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

    May 7, 2025·19m
  57. 57

    Exceptional Elderly Patient Care Meets Optimal Optometry Practice Efficiency

    Apr 2, 2025·17m
  58. 58

    Leadership Development Wisdom for Optometry Practice OD/Owners

    Mar 5, 2025·33m
  59. 59

    Establishing a Successful Dry Eye Optometry Specialty With IPL and RF

    This episode features Dr.

    Feb 5, 2025·25m
  60. 60

    Creating Your Optometry Dream Team: Essential Hiring and Onboarding Tips

    Jan 1, 2025·21m
  61. 61

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

    Dec 4, 2024·27m
  62. 62

    Succession Planning for Private Optometry Practice Success

    Nov 6, 2024·17m
  63. 63

    Proven Strategies For Growing Second Pair of Eyewear Sales

    Oct 2, 2024·25m
  64. 64

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

    Sep 4, 2024·24m
  65. 65

    Maximizing Optometry Practice Revenue With Frame and Lens Sales Reps

    This episode features an interview with Heidi Kass, Operations Manager at Reed Optical, discussing effective strategies for maximizing partnerships with frame and lens sales representatives to optimize revenue in optometry practices.

    Aug 7, 2024·20m
  66. 66

    Leveraging Luxury Retail For Optometry Practice Growth

    Jul 3, 2024·21m
  67. 67

    Revitalizing Work Culture For Business Success

    Jun 5, 2024·21m
  68. 68

    The Path to Exiting Vision Plans and Eyecare Practice Growth

    May 1, 2024·21m
  69. 69

    Motivating Your Eyecare Team: Unleashing Peak Potential

    Apr 3, 2024·22m
  70. 70

    Mastering the Selection and Integration of an Associate Optometrist

    Mar 6, 2024·21m
  71. 71

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

    Feb 7, 2024·21m
  72. 72

    Implementing Benchmarking Across An Eyecare Practice Team

    Jan 3, 2024·19m
  73. 73

    What You Should Know About Moving An Eyecare Practice

    Dec 6, 2023·26m
  74. 74

    From Rookie Straight to Optometrist/Owner: A Journey of Transformation

    Oct 31, 2023·20m
  75. 75

    Everything You Want To Know About Exit Planning As An Optometrist/Practice Owner

    Oct 3, 2023·25m
  76. 76

    Creating A Positive Workplace Culture From The Top Down

    Sep 20, 2023·22m
  77. 77

    Creating A Positive Workplace Culture In An Optometry Practice

    Sep 5, 2023·18m
  78. 78

    Growing Your Optometry Practice | Ideas That Work

    Aug 1, 2023·19m
  79. 79

    A Creative Use for Virtual Eye Exam Technology

    Jul 5, 2023·15m
  80. 80

    The Secret to Getting Through Difficult Business Challenges

    Jun 7, 2023·14m
  81. 81

    What It Means To Add Neurolens To An Optometry Practice

    May 3, 2023·14m
  82. 82

    A Bigger Optometric Practice Space Means Growth Opportunities!

    Mar 17, 2023·8m