Episode #371

The how and why of taking time (literally) out of the practice to work ON your practice with Drs. Julie Helmus & Paul Mormon, OD

December 15, 2025

Almost every business owner knows they need to spend time working ON and not just IN their business. But what does it mean to take that concept to a whole new level by traveling and spending time outdoors with colleagues and strategic partners? Whether you choose to take time out of your business to work on your business and do it across town or across the country, this conversation with Drs. Julie Helmus, OD and Paul Mormon, OD talk about what it takes and means to truly invest in yourself by finding your tribe and community. This is also a perfect time to remind you, the listener, that in addition to sharing what Paul has created with GRT, the concepts and benefits we’re discussing in today’s episode are what we are striving to accomplish with OD Masterminds (link in the show notes). The important NBS for you: find your tribe and structure that fits you best—and helps you make progress.

Resources:

Book a Triage call with Adam

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!

Download the Practice Owner’s Financial Toolkit

20/20 Money Ultimate Financial Success Masterclass

OD Mastermind Interest Form

GRT Summit

PERC

IDOC

—————————————————————————————
Please rate and subscribe to 20/20 Money on these platforms

Apple Podcasts

Spotify
—————————————————————————————

For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!

Episode Transcript

No transcript available yet.

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…

  • 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 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…

  • Practice Management
Don’t make these financial and business mistakes! (the talk I give at every optometry school’s private practice club)

The financial decisions you make early in your career can shape the next several decades—and most people don’t realize it…

  • Practice Management
Using EOS to Create Clarity and Traction in Your Practice with Tom Restivo

Ever wonder if, when, or how to build stronger operations within your practice? In this episode, I sit down with…