20/20 Money Episode #232 – Inside the methods and mindset of a highly efficient, highly profitable private practice with Dr. Todd Cohan, OD

Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Todd Cohan, OD (email; website). Todd joins me back on the show to unpack the success that his practice had in 2022 and what made it his best year in practice—both in quality of work as well as profit margin.

We cover a lot of different areas in this conversation, including his continued expanding scope of care that he’s providing to his patients, how he evaluates and makes decisions on new technology and equipment to add into his practice, how he engages his team to stay focused on the objective, the flow of patients through his practice and how he positions his pretesting process, and what the culmination of all of that has meant to not only the high quality of care that he’s able to deliver to his patients but the positive financial impact it’s had on his business. And be sure to stick around to the end where we announce a follow up event to this conversation. If you’re really curious and don’t want to wait until the end, the link to the upcoming event is located in the show notes of this episode.

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 monthly “planning life on purpose” newsletter that’s filled with tips and ideas to help you plan life on purpose. You can also set up a Triage conversation to learn a little bit more about how we serve in the capacity of a personal and professional CFO: helping OD practice owners around the country reduce their tax bill, proactively manage cash flow, and make prudent investment decisions both in and out of their practice to help them live their best life on purpose. You can also check out any number of additional free resources like our eBooks, blog posts, and on-demand webinars. Lastly, if you’re interested in learning more about the upcoming launch of the 20/20 Money Membership, please check out the link in the Resources to learn more about what we have in store for you!

And with that introduction, I hope you enjoy my conversation with Dr. Todd Cohan, OD.

Resources:

20/20 Money Community Information

www.integratedpwm.com/179