Cleinman Connect
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The Cleinman Connect Podcast aims to break down complicated pieces of owning and running an independent eye care practice. Every week, we discuss marketing, growth strategies, innovations in medical specialties, and everything else surrounding the business of optometry.

With a wide array of guests, you’ll be able to hear points of view from owners, suppliers, and more, plus special episodes where we WisdomShare with our very own Cleinman experts.

Subscribe to the Cleinman Connect Podcast on Apple Podcasts, Spotify, Amazon Music, and anywhere you like to listen. Whether you’re an established owner, practice manager, or just starting out in the world of eye care, this podcast is your go-to source for information and insights.

Metamorphosis in Eyeware: Fashion, Function, and Flexibility

In this episode of the Cleinman Connect Podcast, Kim Carson is joined once again by Sarah Vinson, Owner and CEO of Lunette USA, to discuss the evolution of modular eyewear and its role in modern optical retail. Sarah explores how interchangeable designs blend fashion and function, how introducing new mini collections encourages experimentation, and how practices can boost patient engagement. She also talks about building confidence through small style changes. Read more & listen now!

Creating the Ideal Patient Experience

In this episode of the Cleinman Connect Podcast, Kim Carson is joined by Jenn Denham, Chief Growth Officer at Aloha, to discuss creating a seamless patient experience for modern practices. They explore the role of social proof in attracting new patients, how mobile-friendly online scheduling removes booking friction, and why automated texts and digital intake forms improve efficiency. Jenn also shares advice on using automation to strengthen patient retention and referrals. Read more & listen now!

Myopia Management and Going Beyond the Blur

In this episode of Optometrist Unleashed, a Cleinman Connect Podcast, Dr. Trevor Miranda is joined by Dr. Marie Bodack, Chief of Pediatric Primary Care at Southern College of Optometry, to discuss modern myopia management. They explore why myopia rates are rising, how treatment tools like atropine and multifocal lenses work, and the importance of axial length monitoring. Dr. Bodack also shares advice on talking with parents about treatment options. Read more & listen now!

Streamlining Processes and Reducing Operational Friction

In this episode of the Cleinman Connect Podcast, Kim Carson is joined by Anne Chong, President and CEO of Visual-Eyes, to discuss streamlining processes and reducing operational friction. They explore eliminating small inefficiencies, leveraging integrations to reduce double entry, and using automation to improve communication and collections. Anne also shares advice on choosing software that supports smooth transitions and long-term growth. Read more & listen now!

Elevating Your Practice Through Virtual Team Members

In this episode of the Cleinman Connect Podcast, Kim Carson is joined by Cory Pinegar, Founder of Teem, to discuss how virtual team members can elevate optometric practices. They explore building a hybrid workforce, solving staffing shortages, and maintaining HIPAA compliance with remote teams. Cory also shares advice on defining clear scoreboards so practices can measure what winning looks like. Read more & listen now!

How Digital Awareness Ads Can Influence Your Patients of Tomorrow

In this episode of the Cleinman Connect Podcast, Kim Carson is joined by Tyler Kemp, Account Manager at Marketing4ECPs, to discuss how digital awareness ads influence the patients of tomorrow. They break down the marketing funnel, explain the difference between awareness and conversion ads, and share real-world examples of how repetition builds trust. Tyler also shares advice on focusing your strategy around future patients, not just today’s bookings. Read more & listen now!

The AI Evolution in Eye Care: From Scribe to Strategy

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. Read more & listen now!

Thinking Beyond Current Challenges and Finding the Solutions

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. Read more & listen now!

The Power of Engagement Surveys

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. Read more & listen now!

From Concept to Patent: Turning Experience Into Evidence

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. Read more & listen now!

Unleashing the Optometrist & the Pursuit of Process in Eye Care

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. Read more & listen now!

Trends To Pay Attention to in 2026

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. Read more & listen now!

A Reflection of 2025 with Amanda Van Voris and Nancy Dewald

In this episode of the Cleinman Connect Podcast, Kim Carson is joined by Amanda Van Voris and Nancy Dewald of Cleinman Performance Partners to discuss building resilient optometry practices. They explore why accountability drives sustainable growth, how peer support reduces isolation for owners, and what vulnerability looks like as a leadership strength. Amanda and Nancy also offer advice on creating alignment by putting the right people in the right roles. Read more & listen now!

WAYS TO EMPOWER MANAGERS INTO LEADERS

In this episode of the Cleinman Connect Podcast, Kim Carson is joined by Wade Horb, President of Marketing4ECPs and SmileShop Dental Marketing, to discuss leadership and innovation in the eye care and dental marketing space. They explore how trust and delegation shape strong teams, why purpose-driven industries foster collaboration, and how learning from peers fuels long-term growth. Wade also shares advice on hiring people smarter than you and the power of simply listening as a leader. Read more & listen now!

THE IMPORTANCE OF TRACKING DATA, USING KPIs, AND HAVING ACCOUNTABILITY IN YOUR PRACTICE

In this episode of the Cleinman Connect Podcast, Kim Carson is joined by Meagan Staab, Director of Client Support and Insights at Cleinman Performance Partners, to discuss the importance of tracking data, using KPIs, and building accountability into your practice. They break down how to choose meaningful KPIs (key performance indicators), compare results to the right benchmarks, and use regular reviews and peer accountability to drive measurable growth. Read more & listen now!

WHY YOU SHOULD CONSIDER DOCTOR-DRIVEN DISPENSING IN YOUR PRACTICE

In this episode of the Cleinman Connect Podcast, Kim Carson is joined by Michelle Kelley, Director of Ophthalmic Materials and Services at the Southern College of Optometry, to discuss the power of doctor-driven dispensing. They explore how a doctor’s recommendation influences patient decisions, why a structured handoff boosts optical revenue, and what practices can do to make the process feel natural rather than an up-sell. Read more & listen now!

HOW YOUR ONLINE PRESENCE AND AUTOMATIONS IMPROVE PATIENT LOYALTY AND SALES

In this episode of the Cleinman Connect Podcast, Kim Carson is joined by Dylan Cunningham, Head of Growth at Otto, to discuss how online presence and automations improve patient loyalty and sales. They explore the friction points that quietly drive patients away, the automations that save time while building trust, and why convenience is now the biggest driver in patient buying behavior. Dylan also gives advice on how practices can stay relevant in an increasingly digital world. Read more & listen now!

STOCKED RIGHT: THE TRAINING GUIDE TO BETTER BOARD MANAGEMENT

In this episode of the Cleinman Connect Podcast, Kim Carson is joined by Michelle Kelley, Director of Ophthalmic Materials and Services at the Southern College of Optometry, to discuss how to build a smarter, more profitable approach to board management. You’ll hear how to calculate the ideal number of frames for your practice, why assigning board space to vendors keeps your spending in check, and how to choose styles that actually reflect your patient base. Read more & listen now!

THE STRATEGY-FIRST APPROACH TO REBRANDING YOUR BUSINESS WITH KEHNA KELLY

In this episode of the Cleinman Connect Podcast, Kim Carson is joined by Kehna Kelly, Team Lead of Creative Services at POD Marketing, to discuss how a strategy-first approach transforms a rebrand. They break down how to uncover the real “why” behind brand challenges, how to build a brand world that guides design and voice, and how to recognize the signals that it’s time for a brand evolution. Kehna also gives advice on bringing brand experience to life through meaningful touchpoints. Read more & listen now!

SEARCH ENGINE OPTIMIZATION: WHAT REALLY MATTERS

In this episode of the Cleinman Connect Podcast, Kim Carson is joined by Claire Laurie, Team Lead of SEO at Marketing4ECPs, to discuss how optometrists can strengthen their online presence through smart, sustainable SEO practices. They talk about why SEO is a long-term strategy, how to balance on-page and off-page optimization, and what makes a website truly user-friendly. Claire also shares advice on when to bring in an SEO expert and how to know if your efforts are actually working. Read more & listen now!

THE BASICS OF PLANNING YOUR EXIT FROM OPTOMETRY

In this episode of the Cleinman Connect Podcast, Kim Carson sits down with Al Cleinman and Megan McCarthy of Cleinman Performance Partners to discuss how optometrists can prepare for successful transitions. They share why early exit planning matters, how to differentiate between a succession plan and a sale, and what pitfalls to avoid in the process. They also give advice on building long-term value through intentional goal setting and preparation. Read more & listen now!

FROM SCIENCE TO SALES – EDUCATING PATIENTS ON TREATMENT PLANS

In this episode of the Cleinman Connect Podcast, Kim Carson sits down with Dr. Kimberly Friedman, Vice President of Education and Scientific Affairs at PRN Vision Group, to discuss how to educate patients on treatment plans without overwhelming them. They talk about using analogies to simplify complex science, fostering trust through confident recommendations, and evolving with new research in ocular nutrition. Dr. Friedman also shares advice on balancing clinical integrity with practice growth. Read more & listen now!

WHAT TO CONSIDER WHEN INSURING YOUR PRACTICE

In this episode of the Cleinman Connect Podcast, Kim Carson sits down with Andrew Davis, Commercial Placement Broker and Account Manager at Wilson M. Beck Insurance Services Alberta, to discuss how optometrists can protect their practices with the appropriate insurance. They explore the differences between replacement cost and cash value, the role of business interruption coverage, and why cyber insurance is becoming increasingly critical. Read more & listen now!

DIGITAL, TRADITIONAL, AND BEST PRACTICES FOR MARKETING IN OPTOMETRY

In this episode of the Cleinman Connect Podcast, Kevin Wilhelm and Kim Carson sit down with Kate Virzi, Director of Sales & Client Success at Marketing4ECPs, to discuss digital, traditional, and best practices for marketing in optometry. They explore how to optimize websites for conversion, where to invest marketing budgets, and why consistency between in-person and online experiences builds trust. Kate also shares how content, SEO, and social media can work together to attract and retain patients. Read more & listen now!

MARKETING DRY EYE EQUIPMENT & TREATMENTS IN YOUR PRACTICE WITH DENNIS EVANS JR.

In this episode of the Cleinman Connect Podcast, Kim Carson sits down with Dennis Evans Jr., Director of Professional Relations at DryEye Rescue, to discuss how at-home treatments drive in-office growth in optometry. They explore why awareness starts outside the exam room, how flexible programs help practices scale, and what makes the dental care model a blueprint for optometry. Dennis also shares lessons from DryEye Rescue’s rapid nationwide growth. Read more & listen now!

HELPING OPTOMETRISTS OVERCOME BUSINESS CHALLENGES AND BUILD STRONG TEAMS WITH KEVIN WILHELM

In this episode of the Cleinman Connect Podcast, Kevin Wilhelm, CEO of Cleinman Performance Partners, is interviewed by Chad Franzen of Rise25 to discuss helping optometrists overcome business challenges and build strong teams. He shares how focusing on culture and HR practices transforms practices, why peer-to-peer learning drives growth, and how his acquisition of Cleinman expands services for independent optometrists. Kevin also talks about lessons learned from leading a fast-growing marketing agency. Read more & listen now!

CREATING FACE-TO-FACE OPPORTUNITIES WITH YOUR PATIENTS THORUGH PRODUCTS AND SOCIAL MEDIA

In this episode of the Cleinman Connect Podcast, Kim Carson sits down with Sarah Vinson, Owner and CEO of Lunette USA, to talk about creating face-to-face opportunities with patients through products and social media. They explore how frequent product launches can spark repeat visits, why purposeful social media drives stronger patient connections, and how authentic engagement builds loyalty. Sarah also shares advice on overcoming small business challenges and leveraging creativity. Read more & listen now!

DRIVING GROWTH IN INDEPENDENT PRACTICES WITH AMANDA VAN VORIS

In this episode of the Cleinman Connect Podcast, host Kim Carson sits down with Amanda Van Voris, Senior Director of Client Solutions at Cleinman Performance Partners, to discuss driving growth in independent practices. She explains how to use people, finance, and systems as the foundation for scale, why pivoting builds stronger leaders, and the role of future visioning in practice success. Amanda also shares a simple tip any owner can use tomorrow to elevate patient experience. Read more & listen now!

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Learn, Grow, & Connect

Explore our library of videos, podcasts, and resources designed to give practice owners actionable insights, proven strategies, and inspiration from leaders who have mastered their practice.

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