Episode #337

20/20 Money Episode #337 – Increasing optical sales using influential communication with Kayla Ashlee

May 6, 2025

Welcome to this episode of 20/20 Money! My guest on today’s show is Kayla Ashlee.

Kayla joins me on the show to discuss how the communication cues (or miscues) that unknowingly are happening in your office can be both positively or negatively impacting your patient experience and thus influencing the buying decisions of your patients. She shared examples of good and not-so-good cues that can be happening across the patient journey—from the moment the patient comes into your office all the way through their optical buying experience. This was a very enjoyable and timely conversation given the relative proximity to the Frankenstein episode I did a couple of weeks ago, because as I said in that episode, one of the investments I would make in both myself and my team as early as possible is good sales and communication training…and this confirmation was an example of why it’s so important.

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 your best 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 ultimately help them live their best life on purpose. If you’re interested in learning more about the 20/20 Money Financial Success Masterclass, a course & platform that we created to help ODs become “brilliant at the financial basics,” or are interested in learning more about how OD Masterminds creates space for real conversations, real accountability, and real growth, please check out the link in the show notes of this episode to learn more.

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And with that introduction, I hope you enjoy my conversation with Kayla Ashlee.

Resources:

20/20 Money Ultimate Financial Success Masterclass

OD Mastermind Interest Form

Cues by Vanessa VanEdwards

Spexy

Stop the Walkouts Series

20/20 Frankenstein Episode

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Episode Transcript

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