Episode #149

20/20 Money Episode #149 – Systematizing to Specialize with Jen Goldman

September 13, 2021

Welcome to this episode of 20/20 Money! My guest on today’s show is Jen Goldman. Jen has spent her career helping service-based businesses think through and build processes that ultimately help the business grow larger than any individual owner, thus allowing the practice owner to build a bigger enterprise value (higher valuation) of their business while allowing more freedom and flexibility for the practice owner.

It doesn’t come easy, though, and in this conversation, we talk through some concepts, strategies, and action plans that practice owners can take to help “systematize to specialize” their patient experience and other practice processes.

As a reminder, you can get all the information discussed in today’s conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, be sure to subscribe to our newsletter and you can also set up a 20-30min Triage conversation to learn a little bit more about how we help ODs around the country reduce their tax bill, proactively manage cash flow, and make prudent investment decisions or check out any number of additional free resources like our eBooks, blog posts, and on-demand webinars.

If you’re interested in having your question and your voice featured on the 20/20 Money podcast, you can submit it here. You can either include your name or submit anonymously. Please keep your questions short and to the point. Sometimes writing it down beforehand can help.

And with that introduction, I hope you enjoy my conversation with Jen Goldman.

References:

Lucid charts

Asana

Monday.com

Process.st

Brene Brown

Episode Transcript

Enjoy our content? Subscribe for regular updates!

Related Podcasts

  • Practice Management
20/20 Money Episode #292 – Aligning staff and leadership expectations during the hiring process and building out your HR infrastructure with Amanda Bennett, founder of EyeHR

Welcome to this episode of 20/20 Money! My guest on today’s show is Amanda Bennett. Amanda joins me on the…

  • Practice Management
20/20 Money Episode #291 – Implementing equipment purchases and expanding scope of care with intentionality in your optometry practice with Dr. Ryan Gustus

Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Ryan Gustus, OD.  Ryan joins me…

  • Practice Management
20/20 Money Episode #290 – Phasing out: the four exit options for the seller of an optometry practice

Welcome to this episode of 20/20 Money!   Regardless of when it happens, there are really only four ways in which…

  • Practice Management
20/20 Money Episode #289 – Evaluating VCPs in your practice to determine which ones to cut with Dr. Adam Ramsey, OD

Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Adam Ramsey, OD.  Adam joins me…

  • Practice Management
20/20 Money Episode #288 – How to use (and NOT use) benchmarks with Nathan Hayes

Welcome to this episode of 20/20 Money! My guest on today’s show is Nathan Hayes with IDOC.  Nathan joins me…