Episode #178

20/20 Money Episode # 178 – Scheduling to profitability with Dr. Gina Wesley, OD

April 4, 2022

Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Gina Wesley, OD. Gina joins me for another conversation around the importance of being tuned into the scheduling metrics of your practice and how important it is to your overall profitability. We talk about the metrics she uses to evaluate and determine success, strategies her team uses to fill up the schedule, how she “triages” candidates to backfill the schedule, how she tracks all of this in her HER, and the important benefit that online scheduling plays in the flow of her schedule.

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.

And with that introduction, I hope you enjoy my conversation with Dr. Gina Wesley.

Start Planning Today

Don’t miss out on exclusive access to financial tips, strategies, and expert-led webinars. Subscribe to the “Planning Life, On Purpose” newsletter today and stay ahead of the planning curve!

Complete Eyecare of Medina

Gina’s Tip of the Week article

Episode #80 of 20/20 Money: Managing your schedule to profitability

Episode Transcript

Enjoy our content? Subscribe for regular updates!

Related Podcasts

  • Practice Management
Implementing a profitable Medicaid practice into your local school district: a convo with Dr. Ryan Hansen

What if serving Medicaid patients wasn’t a drain on your practice… but one of the most efficient and fulfilling business…

  • Practice Management
A blueprint for scaling your practice (while having a life in the process): unpacking Eyecare B.O.S.S. with Eugene Shatsman

Why do so many optometric practices hit a ceiling in their practice? We know it’s not because the owner isn’t…

  • Financial Planning
Are you building wealth…or just feeding the machine?? A conversation with Nathan Hayes on investing capital in your practice

What if one of the biggest financial mistakes practice owners make is confusing “spending money in the practice” with actually…

  • Practice Management
Making These Merchandising Mistakes is Costing You Tens of Thousands of Dollars: An Optical Conversation with Kayla Ashlee

Most optometric practice owners have no idea how much money they’re quietly losing in their optical simply because of merchandising,…

Practice financing decoded: what owners need to know now about how banks think about deals

Thinking about buying or expanding a practice, but nervous about debt, banks, or making an expensive mistake? In today’s episode,…

  • Practice Management
How great practice owners build teams that stay and perform

What if the biggest threat to your practice isn’t reimbursement, competition, or overhead—but the way you hire, lead, and retain…