The Advisory Board You Don’t Have to Schedule
Executive Board™ gives independent practice owners instant access to specialized advisory perspectives. Weigh trade-offs, spot blind spots, and make complex decisions without carrying the mental load alone.
Structured help when decisions pile up
Executive Support for Real-World Practice Decisions
Independent optometry practices don’t struggle with clinical judgment—they struggle with the constant stream of non‑clinical decisions: staffing, hours, fees, new services, and where to invest next. Those questions rarely have one obvious answer, and when you work through them alone, they quietly drain your time and attention.
Executive Board™ gives you a calm, repeatable way to think through those choices. You bring a real decision, and it walks you through how different advisory perspectives would see it, so you can see trade‑offs clearly and choose a path you can stand behind.
Key Ways Executive Board™ Helps
Clarifies complex choices
Helps you break down messy decisions—like staffing, hours, or fees—into clear options and trade‑offs instead of a swirl of pros and cons.
Shows multiple perspectives
Lets you see how strategy, finance, operations, patient experience, and other viewpoints would respond before you commit.
Reduces late-night overthinking
Moves decisions out of your head and into a structured conversation, so you’re not revisiting the same question at 9 PM.
Supports solo and multi‑location owners
Gives you a shared way to talk about decisions with partners or leaders across locations, so everyone is working from the same frame.
Ten Specialized Perspectives. One Board.
Choose the exact expertise you need for any challenge. Each advisor brings unique C-suite perspective.
Strategy Advisor
Keeps your choices aligned with where you want the practice to be in 3–5 years, not just next month.
Finance Advisor
Shows how each option affects profit, cash flow, and financial risk before you commit.
Marketing Advisor
Looks at how your decisions will shape your reputation, visibility, and new patient flow.
Sales Advisor
Focuses on demand, case acceptance, and how well your team can convert interest into booked care.
Operations Advisor
Checks whether an idea fits your current people, processes, and schedule without breaking the day.
Legal & Compliance Advisor
Surfaces contract, policy, and regulatory concerns so you can adjust before there is a problem.
Human Resources Advisor
Anticipates how changes will affect hiring, retention, culture, and day‑to‑day team dynamics.
Technology & Innovation Advisor
Clarifies what your current systems can support and where upgrades might be required.
Customer Experience Advisor
Keeps you grounded in what patients will feel, notice, and remember about the decision.
Innovation & Growth Advisor
Helps you decide when to add, refine, or retire services so growth stays intentional, not chaotic.
How Independent Owners Use It Week to Week
Explore the services independent owners use most often to keep decisions steady and intentional..
When you need a clear answer on one decision
When you’re facing a specific decision—say, adding Saturday hours, hiring a new OD, or adjusting exam fees—instead of thinking through it alone at 9 PM, you can frame the question and walk through each perspective with Executive Board™.
What changes about the way decisions feel
The key difference is the calm, disciplined feel of walking through structured questions rather than reacting. There’s no rushing, no second-guessing. You see the trade-offs, then decide.
Built for solo practices and growing groups
This works just as well for solo owners and multi‑location groups. Both benefit from having advisory input that aligns decisions across the whole practice.
In a typical month, owners use Executive Board™ to:
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Evaluate whether to add or adjust clinic days and hours
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Decide when to invest in new equipment or technology.
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Clarify how to roll out new services to patients and staff.
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Digital Marketing
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Technology Solutions
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Data Analytics
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Want to See It in Action?
For a closer look at how Executive Board™ fits into a real week, explore the Essential Guides written for independent practice owners.
See If Executive Board™ Earns Its Place
If you want structured support for decisions without giving up your independence, a 30‑day trial is the simplest way to see what Executive Board™ feels like in your own practice.
Start Your 30‑Day Trial
Join us today to streamline your operations, enhance communication, and provide an exceptional experience for your patients.
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