Exclusive Retreat: Revolutionize Your Optometry Practice
November 12-14, 2025
23824 Highway 59
N. Kingwood, TX 77339
Are you ready to transform your independent optometry practice into a multi-million dollar business? Join me for an exclusive retreat from November 12-14 where I'll be sharing the groundbreaking content of my upcoming "CEO Cookbook" – a comprehensive guide designed to revolutionize how you run your practice.
This is your unique opportunity to get an early look at strategies and insights that can propel your practice to new heights. For an investment of $3,000, you'll receive:
Early access to the "CEO Cookbook" content: This retreat offers a deep dive into the material that will form the foundation of my book, providing you with actionable strategies to implement immediately.
Two hours of one-on-one follow-up with me: After the retreat, you'll have dedicated time to discuss your specific practice needs and challenges, ensuring you can effectively apply the principles learned.
This exclusive offer provides you with invaluable information at less than half the cost of an onsite visit. As an alternative to the two hours of follow-up, you can also opt for a significant discount on an onsite visit if you prefer a more in-depth, personalized consultation.
Only 10 spots are available for this transformative event, so secure your place today!
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November 13
9:00-5:00
Part 1: People (Culture/Staffing/Patients)
Chapter 1: Set Your Sights Higher [team]
Golden Thread: You get out of your team what you put into them. Hug em’! Show them you care. Take good care of them. That is how you build a good team.
Why investing in people yields the highest ROI
Story: 50 cents more than McDonald's mentality
Story: Doubling salaries and setting higher expectations
How to identify talent in unexpected places (the Waffle House story)
Trusting in your team (keep me in the exam room)
Chapter 2: Team leadership
Golden Thread: Don’t just be a good team leader, be a good coworker. You work with them, they don’t work for you. Also - Make sure you provide good training, don’t just throw them out there. Their performance is a result of the way you trained them.
Being generous with your team builds loyalty and performance
Story: Team member lived in your secondary home when she was displaced from a hurricane
Setting culture by how you walk in the back door every day (it is your responsibility as the leader)
"I-We-Y'all Leadership": Shoulder the blame, give out the praise (difficult conversations)
Creating a family atmosphere that patients notice
Removing friction points (negative people)
Developing long-term retention and leaders
Discipline without punishment system (see 51:55 timestamp, 5.8.25 call)
Chapter 3: Building Patient Trust [bringing it all together]
Golden Thread: Always remember that this person has chosen you to make sure they have clear/comfortable vision. That’s an honor. Every time you go into the exam room, remember that. When you sell them a premium product, you’re not doing it to sell it, you’re doing it because it will benefit their eye health and vision.
Creating the right environment for sales and retention (ensure message is consistent throughout the office)
Remember they can go someplace else, but they chose to come here, remember how important that is.
Chapter 4: The Metrics That Matter
Guessing is the enemy of growth
Tracking the right KPIs
Practice Dashboard, other documentation
Tracking and review procedure?
The courage to make changes when numbers speak
Case study: How metrics transformed my decision-making
Chapter 5: What Your Numbers Are Telling You
Setting goals based on metrics, not guesswork
Making confident financial decisions (rental space, expansion, equipment)
What to do when revenue drops (fits into the courage profile)
6:00 ~ Dinner
November 14
Chapter 6: Breaking through the Growth Ceiling
Not just pay the bills, but growth wealth and grow your legacy
Systems that remove friction and improve efficiency
Measuring system performance with metrics (full circle)
Chapter 7: Maybe: Building a Practice that Sells
Exiting starts now (if you don’t have an intent to sell)
The courage to share ownership while growing value: He’s made a 700% return in his practice, and owns 1/3
Adding doctors as potential partners, not employees
Planning for legacy: Growing from 4 to 6 doctors in two years (inviting Laura to consider her legacy and growth plan)
Outline a growth plan?
The Courage Manifesto
Defining courage
More about who you are as a person, not just as a practice owner
Faith and courage: Finding strength beyond yourself
Generosity as a pathway to success
Your courage plan: Implementing what you've learned
The cycle of courage: From fear to happiness through action
The rewards of courageous action and leading a happy and fulfilling life
A call to action to be part of this community of like-minded owners
