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- 🇨🇦CA · Management#1275K to 30K
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1.5K to 9K🎙 Daily cadence·59 episodes·Last published 2d ago - Monthly Reach
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5K to 30K🇨🇦100% - Active Followers
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2K to 12K
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On the show
From 17 epsHosts
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Recent episodes
Part 2: Taking Ownership of Your Optical Boutique
Jun 24, 2026
Unknown duration
Part 1: Taking Ownership of Your Optical Boutique
Jun 17, 2026
Unknown duration
Adding up the Pieces of Your Practice’s Financial Puzzle
Jun 10, 2026
22m 00s
Practical and Tested: Paid Digital Marketing for Any Budget
Jun 3, 2026
20m 01s
Fueling Success Through Peer-to-Peer Conversations
May 27, 2026
18m 24s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/24/26 | ![]() Part 2: Taking Ownership of Your Optical Boutique | Michele Self is the Program Facilitator at Cleinman, 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.In this episode…In optical practices, small operational gaps can quietly shape the entire patient experience, often surfacing only when trust is already strained. Delays in communication, unclear job status, and inconsistent coordination can all build unnoticed over time. So what actually keeps these breakdowns from happening in the first place?Michele Self, an opticianry and optical operations expert, points to ownership, communication, and system visibility as the foundation of stronger performance. Rather than reacting to lab issues after the fact, she stresses proactively contacting patients when problems arise to preserve trust. Michele also emphasizes daily tracking of lab jobs to catch delays early and reduce risk beyond standard turnaround expectations, while noting that many remakes stem from preventable fitting or measurement errors. Her core message centers on building consistent systems that stop issues before they reach the patient.In this episode of the Cleinman Connect Podcast, Michele Self, Program Facilitator at Cleinman, is back with Kim Carson to discuss improving communication, accountability, and workflow systems in optical practices. Michele explores patient communication during lab errors, tracking job delays, and reducing remake rates through better processes. She also covers lab flexibility, prescription accuracy, and how optician education and training improve overall practice performance. | — | ||||||
| 6/17/26 | ![]() Part 1: Taking Ownership of Your Optical Boutique | 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.In this episode…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?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.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. | — | ||||||
| 6/10/26 | ![]() Adding up the Pieces of Your Practice’s Financial Puzzle✨ | financial analysispractice profitability+4 | Annelies Calnan | Cleinman Performance Partners | — | financial puzzlecash flow+4 | — | 22m 00s | |
| 6/3/26 | ![]() Practical and Tested: Paid Digital Marketing for Any Budget✨ | digital marketingpaid media strategy+3 | Eleanor Knight | Marketing4ECPsCleinman Performance Partners | University of Lethbridge | paid digital marketingeye care professionals+3 | — | 20m 01s | |
| 5/27/26 | ![]() Fueling Success Through Peer-to-Peer Conversations✨ | peer-to-peer conversationspractice ownership+3 | David Spisak | Cleinman Performance Partners | — | peer-to-peerpractice ownership+3 | — | 18m 24s | |
| 5/21/26 | ![]() [Optometrist Unleashed] Leadership and Authentic Connection in Independent Optometry✨ | leadershipauthentic connection+4 | Dr. Warren Toews | YXE Vision Group | SaskatchewanSaskatoon | optometryleadership+5 | — | 36m 21s | |
| 5/13/26 | ![]() Breaking the "Non-Creative" Label in Professional Spaces✨ | creativitymarketing+4 | Jada Mazury | Marketing4ECPsSmileShop Dental Marketing+1 | — | creativitymarketing+5 | — | 20m 07s | |
| 5/6/26 | ![]() Creating Value-Driven Partnerships For Your Practice✨ | business developmentpartnerships+3 | James Johnson | Cleinman Performance Partners | — | business developmentpartnerships+3 | — | 22m 04s | |
| 4/29/26 | ![]() Lead by Design: Supporting Personal & Professional Growth✨ | leadership developmentcoaching+3 | Nancy Dewald | Cleinman Performance Partners | — | leadershipcoaching+3 | — | 14m 42s | |
| 4/22/26 | ![]() [Ownership] Proactive Planning in Your Practice for Software, Medical Niches, and the Community✨ | proactive planningoptometry+4 | Dr. Kevin Gee | Gee Eye CareTexas Optometric Association | Missouri City, Texas | proactive planningoptometry+4 | — | 25m 51s | |
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| 4/15/26 | ![]() [Optometrist Unleashed] Healing the Ocular Surface✨ | ocular surface diseaseamniotic membrane therapy+3 | Dr. Julian Prosia | Ophthalogix Canada | — | ocular surfacedry eye+5 | — | 27m 12s | |
| 4/8/26 | ![]() 4TheRecord Feature - How To Build a Strong Brand Patients Remember✨ | brandingmarketing+4 | Kevin WilhelmSarah Nwaerondu | Click: Transform Your Business Through Digital MarketingCalgary Flames+2 | — | brandingmarketing+5 | — | 53m 06s | |
| 4/1/26 | ![]() [Ownership] Choosing Partners Over Chasing Prices✨ | partnershippricing strategy+3 | Michele SchenleyDennis Holloway | E-Dr.Cleinman Performance Partners | — | contact lens distributionoptical supply chain+3 | — | 36m 20s | |
| 3/25/26 | ![]() [Marketing] Metamorphosis in Eyeware: Fashion, Function, and Flexibility✨ | eyewearfashion+3 | Sarah Vinson | Lunette USACleinman Performance Partners | — | eyewearmodular eyewear+4 | — | 33m 09s | |
| 3/18/26 | ![]() [Growth] Creating the Ideal Patient Experience✨ | patient experiencehealthcare technology+4 | Jenn Denham | AlohaCleinman Performance Partners | — | patient journeyhealthcare practices+3 | — | 40m 51s | |
| 3/11/26 | ![]() [Optometrist Unleashed] Myopia Management and Going Beyond the Blur✨ | myopia managementpediatric optometry+3 | Dr. Marie Bodack | Southern College of Optometry | — | myopiapediatric optometry+4 | — | 28m 33s | |
| 3/4/26 | ![]() [Ownership] Streamlining Processes and Reducing Operational Friction✨ | operational efficiencypractice management+3 | Anne Chong | Visual-EyesCleinman Performance Partners | University of Toronto | operational frictionpractice software+3 | — | 21m 37s | |
| 2/25/26 | ![]() [Ownership] Elevating Your Practice Through Virtual Team Members✨ | virtual team membersoptometric practices+4 | Cory Pinegar | TeemCallForce+2 | US | virtual assistantsremote work+3 | — | 21m 40s | |
| 2/18/26 | ![]() [Marketing] How Digital Awareness Ads Can Influence Your Patients of Tomorrow✨ | digital marketingpatient awareness+3 | Tyler Kemp | Marketing4ECPsVision Expo | — | digital awareness adspatient journey+3 | — | 24m 22s | |
| 2/11/26 | ![]() [Optometrist Unleashed] The AI Evolution in Eye Care: From Scribe to Strategy | Dr. Eric Jennings is the Medical Director of Ophthalmology at ModMed, a healthcare technology company that builds specialty‑focused electronic health records and AI solutions to streamline clinical workflows. In this role, Dr. Jennings shapes ophthalmology content, informs product design, builds front‑end features, and helps steer ModMed’s AI efforts to better support clinicians and patients. He is also a board‑certified ophthalmologist specializing in cataract surgery, refractive surgery (LASIK), and corneal and external disease at the Woolfson Eye Institute.In this episode…In the evolving world of healthcare, innovation is key. But how does the future of eye care look when technology like AI becomes more integrated into daily practices? As the demand for efficiency grows, will AI become a reliable partner or a replacement for the human touch?According to Dr. Eric Jennings, a leading ophthalmologist and advocate for AI-driven solutions, the future of healthcare is a delicate balance of technology and human interaction. He believes that AI, especially in the form of AI-powered scribe technology, can help doctors be more present with patients by handling mundane administrative tasks. This not only reduces burnout but also allows for more personalized care, making time for what truly matters — patient interaction.In this episode of the Cleinman Connect Podcast, Dr. Trevor Miranda is joined by Dr. Eric Jennings, Medical Director of Ophthalmology at ModMed, to discuss the evolving role of AI in the eye care industry. They dive into how AI is changing workflows, improving accuracy in diagnostics, and the long-term implications of its integration into practices. Dr. Jennings also shares insights into the AI-powered tools shaping the future of healthcare, from AI scribes to personalized patient care. | — | ||||||
| 2/4/26 | ![]() [Ownership] Thinking Beyond Current Challenges and Finding the Solutions | Josh Gosnell is the Vice President of Revenue at Adit, an AI-powered, all-in-one practice growth platform that helps optometry and medical practices modernize operations, streamline workflows, and accelerate growth. Since joining Adit as its third employee, Josh has helped scale the company to over 600 employees and transformed it from a digital marketing firm into a leading healthcare technology provider. He is recognized for building strategic partnerships across the medical industry and is a sought-after speaker in the dental and optometry technology space.In this episode…Optometry is evolving fast, and the technology that once felt like a bonus is now becoming central to how practices run and grow. So how can AI actually make practice management simpler while uncovering revenue that’s been hiding in plain sight?According to Josh Gosnell, a healthcare technology leader, the real power of AI is in making practice operations smoother and streamlining processes while helping teams spot opportunities that would otherwise be missed. He points out that many optometry practices are sitting on six or even seven figures of untapped revenue potential inside their active patient database; they just need the right platform to unlock it. The bigger takeaway is that AI isn’t about replacing staff; it’s about helping practices run smarter, connect with patients more effectively, and grow with less friction.In this episode of the Cleinman Connect Podcast, Kim Carson is joined by Josh Gosnell, Vice President of Revenue at Adit, to discuss how AI-driven platforms are transforming optometry practice management. They explore consolidating tools into one system, finding missed revenue opportunities, and using AI call intelligence to improve patient engagement. Josh also shares advice on what’s next for outbound AI in practice growth. | — | ||||||
| 1/28/26 | ![]() [HR Services] The Power of Engagement Surveys | Jenny Rowell is an HR Business Partner at Cleinman Performance Partners, a leading business development consultancy for optometry practices across North America. With expertise in talent management, employee engagement, and HR operations, Jenny helps align people programs with business goals to drive organizational performance. She focuses on building a positive workplace culture and collaborative partnerships that support both employee and client success.Olivia Leduc is the Manager of Strategic HR Services at Cleinman Performance Partners, where she leads the HR support team to ensure that HR policies, processes, and documentation are compliant, efficient, and built to support scalable business operations. With experience in leadership, HR, and recruitment process development, Olivia drives improvements in operational efficiency and talent retention for clients.In this episode…Employee engagement isn’t just about keeping people happy at work. It’s about uncovering what your team is really thinking, even when they might not feel comfortable saying it out loud. So how do you get honest answers that actually lead to better performance, stronger culture, and real growth?According to Jenny Rowell, engagement surveys work best when they’re treated as strategic tools rather than check-the-box exercises. Olivia Leduc also adds that surveys are powerful because they surface perspectives leaders may not agree with, but need to hear in order to understand how their actions are actually landing with the team. Together, their insight underscores that when feedback is anonymous, unbiased, and acted on thoughtfully — rather than ignored or cherry-picked — it can drive meaningful improvements in trust, retention, and overall performance.In this episode of the Cleinman Connect Podcast, Kim Carson is joined by Jenny Rowell and Olivia Leduc, HR Business Partner and Manager of Strategic HR Services at Cleinman Performance Partners, to discuss the power of engagement surveys. They break down what engagement surveys really measure, why anonymity matters, and how leaders should interpret the results. Jenny and Olivia also give advice on turning feedback into meaningful action that improves trust and long-term team engagement. | — | ||||||
| 1/21/26 | ![]() [Growth] From Concept to Patent: Turning Experience Into Evidence | Dr. Jeffrey Hockings is the Founder and CEO of Diabetes Reversal Group (DRG), a healthcare company specializing in clinically reversing type 2 diabetes through a patented, non-drug, natural treatment system. Under Dr. Hockings' leadership, DRG has worked with over 70,000 patients across six countries, boasts the only patented diabetes reversal system in the world, and has a proven 16-year track record backed by thousands of testimonials and an independent study. Dr. Hockings is a board-certified Doctor of Chiropractic, an internationally recognized wellness expert, and has presented more than 430 seminars globally.In this episode…Turning real-world experience into something that holds up under scrutiny is challenging. Plenty of ideas work in practice, but very few make the leap into something provable, repeatable, and defensible. So what does it take to transform hands-on results into evidence strong enough to earn a patent?For Dr. Jeffrey Hockings, the answer starts with relentless testing in the real world. Drawing from his experience as a long-time natural health practitioner, he explains that the breakthrough came from years of refining one system, watching outcomes closely, and removing anything that didn’t consistently work. By treating every patient’s results as data, he built a process that could be documented, defended, and eventually patented. The big lesson is that innovation isn’t just inspiration; it’s discipline applied over time.In this episode of the Cleinman Connect Podcast, Kim Carson is joined by Dr. Jeffrey Hockings, Founder and CEO of Diabetes Reversal Group (DRG), to discuss turning lived clinical experience into a patented system for reversing type 2 diabetes. They explore why proof matters more than promises, how long-term consistency led to credible results, and what it took to protect the process legally. Dr. Hockings also talks about scaling impact through licensing and partnerships. | — | ||||||
| 1/14/26 | ![]() [Growth] Unleashing the Optometrist & the Pursuit of Process in Eye Care | Dr. Trevor Miranda is an optometrist and practice owner specializing in dry eye care and aesthetics, serving the Cowichan Valley on Vancouver Island for over 30 years. He is the Founder of Cowichan Eyecare, mydryeye, and MyRetina, and has built five successful clinics from the ground up. Recognized as a key leader and brand ambassador in the eyecare industry, his practices consistently achieve double-digit growth. Dr. Miranda is committed to advancing optometric care, especially in dry eye disease and AMD retinal rejuvenation, and shares his insights through speaking, community initiatives, and his podcast, Optometrist Unleashed.In this episode…Building a thriving optometry practice takes more than clinical skill. It requires a clear vision for growth, a deep commitment to people, and the discipline to build systems that support both. So what does it really take to scale successfully while keeping culture, care, and consistency intact?For Dr. Trevor Miranda, sustainable growth begins with a relentless focus on the patient experience. Drawing from his years as a seasoned optometrist and practice builder, he explains that every patient interaction is an opportunity to create trust, loyalty, and long-term impact. From thoughtful recommendations to seamless handoffs and empowered teams, his approach shows how culture and process can drive sustainable growth far beyond a single clinic.In this episode of Optometrist Unleashed, a Cleinman Connect Podcast, Kim Carson is joined by Dr. Trevor Miranda, Founder of Cowichan Eyecare, to discuss building thriving optometry practices and fostering a standout team culture. They explore scaling through cold starts, creating systems that balance medical care with retail, and why culture is a measurable growth driver. Dr. Miranda also shares advice on leadership, specialization, and maintaining joy in practice as your business expands. | — | ||||||
| 1/7/26 | ![]() [Marketing] Trends To Pay Attention to in 2026 | Kate Virzi is the Director of Sales & Client Success at Marketing4ECPs, a digital marketing agency that helps eye care professionals grow their practices. With over 15 years of experience in sales, advertising, and client strategy, Kate has extensive expertise in helping businesses grow. She leads initiatives focused on driving patient acquisition, strengthening brands, and increasing revenue across North America. Dedicated to building long-term, value-driven relationships, she works closely with clients to create strategies that deliver measurable results.In this episode…The pace of change in marketing and technology keeps accelerating, and what worked a year ago is already dated. As we enter 2026, which shifts actually matter and which ones are just noise?Kim Carson believes that the biggest trends heading into 2026 revolve around smarter use of AI, more intentional communication with patients, and a renewed focus on trust. Drawing from her experience as a marketing strategist, she points to AI tools that reduce friction, from booking appointments to personalized outreach, while still keeping the human connection intact. The takeaway is clear: practices that combine innovation with consistency will be the ones that stand out and grow sustainably.In this episode of the Cleinman Connect Podcast, Kim Carson and Kate Virzi discuss key trends to pay attention to as practices prepare for 2026. They explore how AI is reshaping marketing workflows, why email and audience segmentation still matter, and how local SEO continues to drive patient discovery. Kim and Kate also talk about creative tactics, like standing out in unexpected marketing channels, to build trust and visibility in the year ahead. | — | ||||||
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