Revenue RX podcasts

Sales isn’t about pushing products—it’s about moving people. In this episode of Revenue RX: Optical Retail Wins, I break down one of the biggest questions in optical retail: When should you sell, and when should you simply connect?

Many optical professionals focus on the transactional side of sales, trying to persuade customers to buy. But the reality is, the most successful businesses don’t just sell glasses—they serve their customers. Selling should be less about convincing and more about guiding. When you understand your customer’s needs, wants, and motivations, you don’t have to “sell” at all—because they’re already ready to buy.

Listen to this episode now
Listen to this episode now

Moving People: The Shift from Selling to Serving

Selling today isn’t just about closing deals—it’s about building meaningful connections. Whether you’re negotiating, educating, or recommending a product, your ability to influence customers without manipulation is key.

Studies show we spend nearly 40% of our work time engaging in non-sales selling—persuading, convincing, and influencing others in ways that have nothing to do with transactions. The best salespeople don’t sell at all—they listen, educate, and build trust.

The key to success? Perspective.
When you take the time to see things from your customer’s point of view, you create a win-win situation. Selling isn’t about pushing a product; it’s about finding solutions that benefit both the customer and your business.

 

Optical Retail: Needs vs. Wants

Optical sales are unique because every transaction has two layers:

✔️ The Need-Based Sale – The prescription, the eye exam, the necessary lenses.
✔️ The Want-Based Sale – The frames, the fashion, the self-image, the experience.

Customers assume their lenses will function correctly—but their real focus is on the look and feel of their eyewear. This is why the dispensary experience is so critical. If a patient has a great eye exam but a frustrating or impersonal buying experience afterward, they will leave unhappy—even if their glasses are technically perfect.

Research shows that 50% of customer loyalty is based on the experience during the purchase, not the product itself. That means your ability to connect with customers is just as important as the quality of the eyewear you sell.

 

Stop Selling Glasses. Start Making Money.

Optical retail isn’t about selling an image—it’s about helping customers express their own. When you approach sales with this mindset, every interaction becomes transformational instead of transactional.

Customers don’t just buy glasses—they buy confidence. They buy self-expression. They buy trust in your expertise.

How do you build that trust?
✔️ Focus on service, not just customer service. Serving the customer means making them feel valued beyond the transaction.
✔️ Guide, don’t push. Let the customer discover what they truly want instead of just showing them what’s available.
✔️ Inspire, don’t manipulate. Price-based promotions may attract one-time buyers, but an exceptional experience builds lifetime loyalty.

 

Educate to Empower: The Key to Moving Customers

Education is one of the most powerful sales tools—because informed customers are confident customers. When you teach instead of sell, you help customers see the value in what they’re buying, rather than just the price.

A great example? Visual selling aids.
✔️ Simple in-store displays showing lens coatings, progressive lenses, and blue light protection can educate customers without a sales pitch.
✔️ Personalized lifestyle questions help frame the conversation around their needs, not just your inventory.
✔️ A well-trained staff that educates rather than sells boosts trust and increases multi-pair sales naturally.

 

Taking Control of the Sales Journey

The best sales experiences are intentional from beginning to end. Here’s how you can take control of the process:

  1. Address Financial Concerns Early

Many opticians avoid discussing price until the end—but this creates unnecessary tension. Instead, start the conversation early:
✔️ Ask about insurance benefits and budget at the beginning.
✔️ Offer multi-pair promotions upfront (e.g., buy one, get a discount on the second pair).
✔️ Shift the focus from cost to value—help customers see why investing in quality eyewear benefits them.

  1. Show Value with Transparency

One of my favorite strategies is the modified Ben Franklin close. Here’s how it works:
✔️ Write down the full, un-discounted price of all items.
✔️ In a second column, apply available promotions (discounted second pair, free lenses, etc.).
✔️ Show the customer the price difference side by side, crossing out the original amounts.

When people see how much value they’re getting, they’re more likely to say yes—even if the final number is slightly above their budget. Value always wins!

  1. Build Long-Term Relationships

Sales don’t end when the customer leaves the store. If you want them to come back, follow up with gratitude.
✔️ A simple handwritten note or a quick call to check on their glasses makes a big impact.
✔️ Surprise them with a thank-you gift, like a bottle of wine or flowers.
✔️ Never “pitch and ditch.” Your next sale is much easier when the customer already trusts you.

Remember: Selling to strangers is hard. Selling to loyal customers is easy.

 

Final Thoughts: The Power of Asking

Many opticians hesitate to ask for the order—but sometimes, a simple, confident ask is all it takes.

I learned this firsthand during an interview at Xerox. After multiple rounds, I finally asked, “Do I have the job?” Their response? “Yes, we were waiting for you to ask.”

The same rule applies in optical sales. If the customer is ready, ask for the order. When they say yes, stop selling and start writing it up.

✔️ Take control of the process.
✔️ Focus on service, not just sales.
✔️ Inspire rather than manipulate.

When you do this, you won’t just make more money—you’ll build a profitable, customer-focused business that thrives on trust and connection.

 

Tune In to Learn More!

Want to learn how to sell less and earn more? Listen to this episode of Revenue RX: Optical Retail Wins, where I break down how educating, serving, and inspiring customers leads to higher sales and stronger retention.

And don’t miss the next episode, where I’ll reveal how to increase revenues organically—without spending extra money on marketing!

Because at the end of the day, the only revenue source in any business is the customer.

Joseph Mireault

Joseph Mireault

Joseph Mireault, Optical Entrepreneur, Business Coach, and Published Author.

Joseph was the owner and president at Tru-Valu Optical and EyeWorx for 16 years. During his tenure, he consistently generated a sustainable $500K in annual gross revenue from the dispensary.

He now focuses on the Optical industry, and as a serial entrepreneur brings extensive experience from a variety of different ventures.

Joseph is also a Certified FocalPoint Business Coach and looks to work directly with ECPs in achieving their goals.

Through his current endeavour, the (Revenue RX, Optical Retail Wins podcast) he shares the challenges and solutions of running an Optical business.

His insights are shared with optical business owners aspiring for greater success in his new book,  An Entrepreneur’s Eye Care Odyssey: The Path to Optical Retail Success.”  


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Why Emotional Intelligence is Critical for Women in Leadership Jade article

Leadership is a skill that transcends industries, roles, and job titles. However, for women striving to break through the proverbial glass ceiling, the ability to lead effectively often comes with unique challenges. One key element that distinguishes good leaders from great ones, particularly for women, is competence in emotional intelligence (EQ).

EQ encompasses the ability to understand and manage emotions while effectively influencing the emotions of others. It is foundational to building trust, creating strong relationships, and fostering a collaborative environment—qualities essential for leadership. Without a firm grasp of emotional intelligence, a woman in leadership risks falling short in areas that truly define greatness.
Here’s why:

  1. Emotional Intelligence Builds Self-Awareness 

Self-awareness is the cornerstone of emotional intelligence. Great leaders are attuned to their strengths, weaknesses, and values. For women, self-awareness is critical in environments where biases may exist. Understanding your responses to challenges helps you handle situations with poise and intentionality.

Without self-awareness, leaders may project frustration or insecurity, undermining credibility. Women who develop self-awareness can show up authentically, inspiring confidence and respect.

  1. Self-Regulation Prevents Reactive Leadership 

Leadership comes with pressure and high-stakes decision-making. Self-regulation—the ability to manage emotions under stress—is vital. Women in leadership positions often face scrutiny, making emotional self-control even more important.

Without self-regulation, impulsive decisions can damage team morale or compromise strategic goals. Women leaders who master this skill foster trust by approaching challenges with calm and measured responses.

  1. Social Awareness Enables Connection and Influence 

Leadership isn’t just about managing tasks; it’s about managing people. Social awareness—empathy and understanding group dynamics—allows leaders to connect deeply with their teams. Empathy helps address concerns and build genuine relationships.

Failing to develop social awareness can lead to misunderstandings and disengaged employees. Leaders with strong social awareness inspire loyalty and motivate teams toward shared goals.

  1. Relationship Management Drives Team Success 

Effective relationship management—clear communication, conflict resolution, and empowerment—defines great leaders. Women in leadership roles rely on this skill to navigate workplace dynamics and influence stakeholders.

Without it, women leaders may struggle to unite their teams or create a collaborative environment. Strong relationship management ensures a leader’s vision resonates and fosters long-term success.

The Ripple Effect of Emotionally Intelligent Leadership

Great leadership is about creating a lasting impact. Women leaders with high emotional intelligence inspire those around them, fostering emotional awareness and mutual respect. This ripple effect transforms workplace dynamics, improving employee satisfaction and productivity.

Moreover, emotionally intelligent leadership encourages diversity of thought—a critical driver of innovation. By leveraging EQ, women can break barriers, challenge stereotypes, and pave the way for others.

Remember

Becoming a great woman in leadership is as much about emotional intelligence as technical expertise. EQ builds self-awareness, self-regulation, social awareness, and relationship management—all critical to effective leadership.

Without EQ, even the most talented women risk falling short of their potential. By developing emotional intelligence, women can achieve their goals and inspire others. EQ isn’t just a skill; it’s a leadership superpower—essential for any great woman in leadership.

 

Jade Bodzasy

Jade Bodzasy

Jade Bodzasy, Founder of Emotional Intelligence Consulting Inc., is a dedicated Coach and Consultant for Optometric Practices. Her extensive background includes over 20,000 hours of expertise focused on customer relations, work structure refinement, training method development, and fostering improved work culture within Optometric practices.

Certified in Rational Emotive Behavior Techniques (REBT), Jade possesses a unique skillset that empowers individuals to gain profound insights into the origins of their behaviors, as well as those of others. Leveraging her certification, she equips optometry practices with invaluable resources and expert guidance to establish and sustain a positive, healthful, and productive work environment.


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NextGenOD podcast

In this episode, hosts Dr. Amrit Bilkhu and Dr. Alexa Hecht welcome Dr. Harbir Sian to discuss the power of digital marketing and branding in optometry. From humble beginnings with a blog to owning multiple clinics and hosting the 2020 Podcast, Dr. Sian shares his journey of building and leveraging an online presence for practice success. This engaging conversation explores the evolution of social media, the integration of AI tools, and the timeless value of trust and community connection in growing a practice.

Episode Highlights:

  • From Blog to Broadcast: Dr. Sian recounts how a reaction to BC’s eye care deregulation in 2010 sparked his first blog, leading to a media presence that includes YouTube, TV appearances, and the 2020 Podcast.
  • Building Trust Online: Discover how consistent, authentic content—whether blogs, social media posts, or videos—creates trust with patients, even when they don’t admit to finding you online.
  • AI in Optometry: Dr. Sian explores emerging AI tools, like call transcription for tracking patient interactions, and how he uses ChatGPT for content creation, while balancing automation with the human touch.
  • Old School Meets New School: Learn why traditional strategies like community events and personal networking still matter, complementing digital efforts to drive patient engagement.
  • Mastering Google Reviews: Dr. Sian shares practical tips for managing online reviews—responding to every one, using EMR tools for automated requests, and boosting SEO with thoughtful replies.
  • Hidden Gems in Your EMR: A pro tip for students and practice owners alike—tap into your existing tools (like Optosys) to segment patients and market specialties like Ortho-K directly to your base.

Listen now to uncover how digital marketing, smart tools, and authentic connection can elevate your optometry career, whether you’re a student, new grad, or practice owner!

Special Guest:

Harbir Sian, OD, practices in Vancouver, BC, where he co-owns multiple clinics with a focus on patient education and innovative care. A 2010 graduate of the New England College of Optometry (NECO), Dr. Sian has built a robust online presence over 15 years, from blogging to hosting the 2020 Podcast. Passionate about sharing knowledge, he blends digital marketing with community engagement to grow his practice and inspire the next generation of optometrists. To connect with Dr. Harbir Sian for questions about social media, marketing, or branding, email him at harbiersianod@gmail.com or follow him on Instagram at @harbiersian.od. Check out his podcast at the2020podcast.com or on your favorite podcast platform.

Your Hosts:

  • Amrit Bilkhu, OD, FAAO, FOVDR
  • Dr. Amrit Bilkhu graduated from the Illinois College of Optometry in 2019 and completed a Vision Therapy & Rehabilitation residency program at UC Berkeley School of Optometry in 2020. She is a fellow of the American Academy of Optometry and the Optometrists in Vision Development and Rehabilitation. Dr. Bilkhu owns her private practice, Northern Sight Optometry, in Vaughan, Ontario. In her spare time, she serves as a board member for Vision Therapy Canada, writes articles for optometry blogs, and shares her knowledge on her professional social media page.
  • Alexa Hecht, OD
  • Dr. Alexa Hecht obtained her Doctor of Optometry from the University of Waterloo in 2021. She currently practices at Bayview Vision in Toronto, Canada, where she enjoys seeing patients of all ages and has a clinical interest in dry eye disease and ocular aesthetics. Dr. Hecht has a significant social media following on Instagram and TikTok, where she aims to educate the public about the importance of eye health and clean beauty habits. She is passionate about inspiring and mentoring the next generation of optometrists.

Future Focus is proudly sponsored by OSI Group.

OSI Group

Future Focus is proudly sponsored by OSI Group—an organization dedicated to helping independent optometrists thrive. Acting as your behind-the-scenes partner, OSI Group provides mentorship, education, enhanced buying power, and opportunities to connect with industry experts and peers. With a nationwide community and innovative initiatives, it equips you with the tools and confidence to stay competitive while maintaining autonomy and prioritizing patient care. Learn how OSI can support your success at www.opto.com.


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Future Focus by NextGEN OD Canada

The third annual NextGEN OD Canada event is set to take place on March 26, 2025, bringing together Canadian optometry students from across North America for an evening of insights, networking, and career-building opportunities.

This year, the event expands its reach, broadcasting live from the University of Waterloo’s Federation Hall and New England College of Optometry (NECO) and simulcast to other participating U.S. optometry schools.

NextGEN OD Canada is dedicated to supporting the next generation of Canadian optometrists by providing access to industry leaders, career resources, and essential discussions on the future of optometry in Canada. The event, starting at 5:30 PM local time in both Waterloo and Boston, will feature a keynote presentation by Dr. Jenny Lee (UW 2023), who will share her experiences and insights with students preparing to enter the profession.

At 7:00 PM (ET), the event will transition to a live Zoom simulcast, allowing students across North America to tune in for a dynamic expert panel discussion featuring top Canadian Key Opinion Leaders (KOLs) in optometry. Panelists will share valuable perspectives on the Canadian optometric landscape, providing students with essential knowledge for their future careers.

Dr. Jenny Lee (UW 2023) will deliver the keynote address, sharing insights from her journey from School, through residency and practice.

In addition to expert discussions, registered attendees will have the chance to win exciting prizes, with a total prize pool exceeding $3,000!

Sponsors Supporting the Next Generation of Optometrists

NextGEN OD Canada 2025 is made possible through the generous support of leading industry sponsors:

🔹 Visionary Sponsors: Eye Recommend, FYidoctors, OSI Group, and Specsavers
🔹 Horizon Sponsors: Vogue Optical, Clinical & Refractive Optometry, and ROI Corporation

Their commitment to fostering the growth and success of future optometrists ensures that students have access to invaluable learning and networking opportunities.

Event Details:

📍 Live Event Locations:

  • Federation Hall, University of Waterloo (Waterloo, ON)
  • New England College of Optometry (Boston, MA)
  • Additional participating optometry schools

🕠 Local Check-in: 5:30 PM (Waterloo & Boston)
🖥 Zoom Simulcast Begins: 7:00 PM (ET)

Optometry students are encouraged to register now for the ZOOM event and secure their spot at this must-attend event for future Canadian optometrists.

In addition to the March 26 event, a live event and rebroadcast is scheduled for April 3rd at 6 PM Pacific time to accommodate students in the western time zones.

📌 Register Here: https://vuepoint.ac-page.com/Futurefocus-2025-ZOOM

For more information, please contact:

David Pietrobon

Eye Care Business Canada
📧 Dpietrobon@vuepoint.ca
📞 226-780 6871 x 5111

 


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Empower Your Practice Free CE Series

Three 1-hour COPE accredited courses starting April 9.

In today’s evolving optometric landscape, staying ahead means leveraging data, mastering patient care strategies, and leading change with confidence. Eye Care Business Canada in collaboration with Clinical & Refractive Optometry is proud to present EMPOWER Your Practice, a free online COPE-accredited CE series designed to provide practical, real-world insights from leading experts in optometry.

This three-part series will equip optometrists, and practice owners and managers with the knowledge and strategies needed to elevate their practices, optimize patient outcomes, and navigate change successfully.

👉 Click HERE to view full details and register now!

🔎 Course Lineup

The Digital Journey:
Using Data to Drive Practice Growth & Patient Care

April 9, 2025 8:30 PM EDT

Presented by Dr. Wes McCann
Data is more than just numbers—it’s the key to unlocking better patient care and business success. Dr. Wes McCann will explore how practice analytics can streamline operations, improve efficiency, and enhance the patient experience. Learn how to use data-driven insights to make smarter business decisions and take your practice to the next level.

Myopia Management in Clinical Practice

April 23, 2025 8:30 PM EDT

Presented by Debbie Jones, BSc (Hons) FCOptom, FBCLA, FAAO
This course is designed for eye care practitioners at all experience levels in myopia control. Managing patients who are at risk of myopia or already showing evidence of myopia requires an evidence-based approach. This course explores the key risk factors and early interventions to delay myopia onset.  For patients who are already myopic, selecting the most appropriate treatment can be challenging due to multiple influencing factors. This course presents the current evidence on the available treatment options offering strategies to monitor expectations and progress, and information on how to adjust treatment plans.

Leading Change: The Human Side of Practice Transformation

May 14, 2025 8:30 PM EDT

Presented by Dr. Trevor Miranda & Dr. Anita Voisin
Implementing new technology or workflow changes can be challenging—but strong leadership makes all the difference. Using a real-world case study on Practice Management System (PMS) implementation, Drs. Trevor Miranda and Anita Voisin will cover leadership strategies, staff engagement, and overcoming resistance to ensure a smooth transition.

Why Attend?

✔️ Learn from top industry experts with real-world experience.
✔️ Get actionable insights to improve patient care and business efficiency.
✔️ Develop leadership skills to drive positive change in your practice.
✔️ Earn COPE CE credits—for free!

Don’t miss this opportunity to gain expert knowledge and elevate your practice.

👉 Click HERE to view full details and register now!

This course series is made possible by an unrestricted education grant for Ocuco Canada.
Presented by Eye Care Business Canada and Clinical & Refractive Optometry Journal.

 


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Country of Origin Survey of Canadian ECPs

With Canadian consumers increasingly prioritizing buying local, Eye Care Business Canada (ECBC) set out to explore whether this trend is influencing eye care professionals’ purchasing decisions for ophthalmic lenses, eyewear frames, finished jobs from optical labs and contact lenses.

Between February 9 – February 28, ECBC conducted a national survey to gauge awareness, preferences, and the impact of country of origin in optical purchasing decisions. (Note: The survey results were taken before the March 4 imposition of Canadian tariffs by the US Administration.)

Who Responded?

We received 131 responses from a mix of Canadian eye care professionals. Among them 64% were Optometrists and 76% of respondents worked in an independent Optometry Clinic. The remainder were split between Independent Optical Stores, Retail Chains, and Other practice settings .

This provides a strong representation of decision-makers in independent eye care practices, who are responsible for sourcing optical products for their patients.

Key Findings from the Survey

Limited Information on Country of Origin

The survey results reflect a substantial amount of uncertainty as to the country of origin of the products and services (e.g. lab services) they purchase, particularly in Contact Lenses.

  • Ophthalmic Lenses: Only 27% of respondents were “Very Certain” or “Often” aware of their origin.
  • Eyewear Frames: 55% had some awareness, but only 22% were “Very Certain”.
  • Contact Lenses: Awareness was lowest, with only 12% “Very Certain” of the country of origin.

This lack of transparency was reflected in participant comments:

“I would love to receive more information on where products are made if such information was available.”

“Even for those companies that say things are made in Canada, it is my understanding that many of the parts are made in other countries (Asia) and assembled in Canada to be able to be said that things are made in Canada. So it’s hard to know how much is being actually made in Canada.”

Even when frames are labeled as “Made in [Country X]”, it can be difficult to determine their true country of origin. Many frames are manufactured using a global supply chain, with different components—such as acetate sheets, hinges, screws, and temples—sourced from multiple countries.

For example, a frame may be designed in Canada, use acetate from Italy, hinges from Germany, and be assembled in China, yet still carry a single country label based on where final assembly took place. This makes it nearly impossible for ECPs and consumers to fully understand the true origin of their eyewear, even if country-of-origin information is available. The lack of transparency in sourcing and assembly practices adds another layer of complexity for those looking to prioritize Canadian-made or ethically sourced frames.

Preference for Canadian-Sourced Products

When asked where they would prefer their products to come from (assuming equal price and quality), the ECPs’ ranking was clear:

Preference on Country of Origin
Shows ECP Relative Preference for Country of Origin

A strong preference for Canadian-made products emerged, with Europe as the second choice. The USA ranked last, reflecting concerns over economic and political factors.

“More Canadian products will be WELL RECEIVED :)”

“It would be nice to have more Canadian options for frames especially.”

Would ECPs Switch to Canadian Alternatives?

If a product was not manufactured in Canada, would ECPs switch to a Canadian-made alternative (if available)?

  • 53% said YES, they would make an effort to buy Canadian.
  • 44% said MAYBE, depending on price, quality, and availability.
  • Only 2.5% said NO, they would continue buying as usual.

Several ECPs emphasized that Canadian manufacturers need to offer competitive pricing and quality to drive more local purchasing:

“I would hope that if there is a movement towards Canadian ECPs making an effort to purchase Canadian, the industry would provide great quality at good pricing. But we as a group have to make this shift.”

Are Patients Asking About Country of Origin?

One key question was whether patients care about where their eyewear products come from.

  • 15% of ECPs said patients frequently ask about the country of origin.
  • 40% said they are occasionally asked this question.
  • 28% said it is rare, and 17% said they have never been asked.

Although this is not yet a dominant consumer concern, interest appears to be growing:

While many eyewear frames are manufactured in China or other countries, frames that are designed in Canada by Canadian-domiciled companies still contribute significantly to the Canadian economy. These companies drive local employment in design, marketing, distribution, and retail, and often reinvest profits back into the industry.

However, fully designed and manufactured in Canada frames remain uncommon, as most production facilities for acetate and metal frame components are located overseas. Even so, supporting Canadian-designed brands helps sustain innovation and strengthens the domestic optical industry despite the global nature of manufacturing.

 “Since the tariff threats, many patients have asked about country of origin and specifically about Canadian-made products.”

“Although buying Canadian hasn’t been a priority in the past, with the recent climate, it has been brought up more and more. Both patients and staff members want to be consciously buying Canadian.”

ECPs who proactively communicate Canadian-made options noted that patients respond positively:

“I will bring up the Made in Canada products and most patients will appreciate the information and buy Canadian. This has been more pronounced over the past month.”

What Should ECPs Ask Their Suppliers?

With limited transparency around country of origin in the optical industry, Eye Care Professionals (ECPs) can take proactive steps by asking key questions to better understand where their products are coming from.

🔍 For Ophthalmic Lenses:

  • Are the lenses surfaced, coated, or edged in Canada, or fully imported?
  • If so from where?

🛠️ For Finished Jobs from Labs:

  • Where do the lab’s lenses come from?
  • Are coatings, edging services, assembly and Quality Assurance performed in Canada?

👓 For Frames:

  • Are the frames Canadian designed?
  • If the brand is Canadian, are the frames produced in Canada or sourced internationally?

By asking these questions, ECPs can make more informed purchasing decisions and advocate for greater transparency from their suppliers.

“We should all be more mindful of where products are made and be able to speak to that comfortably.”

Would your practice benefit from clearer country-of-origin labeling? Let us know in the comments!

Final Thoughts

This survey confirms that ECPs’ awareness of country of origin is limited, but there is strong preference for Canadian-made products among ECPs—if available at a competitive price and quality.

There is clear interest in greater transparency and a potential market opportunity for Canadian-based value-add in for optical goods and services providers.

Stay Tuned for More Insights!

Editors Note: 
Eye Care Business Canada has done many surveys over the years, rarely to we have such a high percentage of engagement with open comments.  Over 35% of respondents provided comments  – a few of which we are unable to publish!!  Canadian ECPs appear to be passionate about the topic!


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ECBC Roxanne Arnal CFP article on scams and fraud

With the vast proliferation of AI, detecting scams and fraud is becoming more difficult. What used to be primarily an issue for seniors has become a top concern for everyone. Despite the growing number of threats and their increased sophistication, there are ways to help protect yourself against those out to harm you.

  1. Is the content unexpected?

Are you getting an inheritance from a relative you don’t even know? Winning a contest you haven’t entered? Updating delivery information for a package you haven’t ordered?

Packages are becoming increasingly difficult to track, so ensure that the sender matches up with items you have actually ordered. If unsure, reach out directly to the supplier for confirmation.

Always ask, “Did I make this request?” “Does it sound too good to be true?”

  1. But it’s really urgent!

Making a request urgent is a great way for you to accidentally open, click, or respond to a request. Always take a few extra moments to question if the content really needs urgent handling.

An ounce of prevention is worth a pound of cure!

  1. Wow, you must really like me.

Tone can be hard to read over email and texts. Does the content sound too nice or too threatening? These tactics are designed to keep you off balance. Don’t let someone else’s bad day ruin yours.

  1. Do you really need that?

Requests asking you to enter your SIN, PIN, or password likely aren’t real. Such personal and confidential information shouldn’t be used for accessing anything from a request you didn’t originate.

Furthermore, your SIN, PIN, and passwords should never be shared in print or verbally with anyone where the request is even remotely odd.

As your trusted advisor, I should already have the information needed to process required transactions and for reporting purposes.

And don’t ever send your driver’s license or sensitive documents that contain your SIN via email. Use a secure share site for uploading.

  1. Is the sender for real?

Although AI is making typos a thing of the past, it’s still wise to review a sender’s email address before engaging with the content.

Messages sprinkled with typos and grammatical errors are red flags.

When it comes to email, do you have access to a third-party security system such as KnowBe4? Reporting suspicious emails helps build a wall of protection around your company.

  1. Click here to stop this suspicious credit card transaction!

Whether you receive a phone call from “your credit card company” or “your bank,” always ask to speak to someone you know there. Better still, advise them you’ll call back in a few minutes.

To confirm anything credit card related, always call the phone number on the back of your card – NEVER call a number left on a message for you. The same goes for CRA and other government requests.

If your bank is calling, you likely have a relationship with your key banking advisors; always call them directly to confirm.

  1. Beware of No Risk and High Return Investments

The financial industry is notorious for large-scale investor fraud. Ponzi schemes, commodity purchasing, and deals you can’t afford to refuse are common.

It’s important to know who you are dealing with. Can someone vouch for their credibility? Are they listed with recognized professional bodies, such as FP Canada, or with securities regulators? It’s worth a few minutes to double-check that the person you are giving money to is legit and has verified custodians.

When it comes to reasonable expected returns refer to FP Canada Standards Council annual publication Projection Assumption Guidelines. Remember, none of us know what future returns will be – so we really can’t every sell you an expectation of a future return.

Lastly, don’t get caught in any tax schemes. Schemes are designed to evade or improperly reduce tax liabilities. There are many legal tax efficiencies available, but pushing the grey envelope just isn’t worth it.

Conclusion

Staying ahead of the scammers is an ongoing concern for all of us. Stay vigilant, question all deals and promises, and never provide personal and sensitive information to those unknown to you.

Having trusted and certified advisors is just one step in helping to protect you, your business and your family.

Roxanne Arnal is a CFP®, former Optometrist, Professional Corporation President, and practice owner. Today she is on a mission to Empower You & Your Wealth with Clarity, Confidence & Control.

These articles are for information purposes only and are not a replacement for personal financial and tax planning. Individual circumstances and needs vary. Tax strategies should also be discussed with your tax accountant and lawyer. Errors and Omissions exempt.

ROXANNE ARNAL,

Optometrist and Certified Financial Planner

Roxanne Arnal graduated from UW School of Optometry in 1995 and is a past-president of the Alberta Association of Optometrists (AAO) and the Canadian Association of Optometry Students (CAOS).  She subsequently built a thriving optometric practice in rural Alberta.

Roxanne took the decision in  2012 to leave optometry and become a financial planning professional.  She now focuses on providing services to Optometrists with a plan to parlay her unique expertise to help optometric practices and their families across the country meet their goals through astute financial planning and decision making.

Roxanne splits EWO podcast hosting duties with Dr. Glen Chiasson.


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Revenue RX podcasts

In optical retail, customers don’t walk in asking for better lenses—they come in looking for glasses. The frame, the style, the image—that’s what drives their decision-making. In this episode of Revenue RX: Optical Retail Wins, I explore a crucial distinction: the difference between a need-based sale and a want-based sale.

Selling a pair of glasses isn’t just about filling a prescription—it’s about fulfilling a desire. When you tap into the customer’s want, you create a deeper connection, improve customer retention, and ultimately drive more revenue. The challenge? Most customers don’t even know what they want until you help them discover it.

Listen to this episode now
Listen to this episode now

Selling What Customers Want vs. What They Need

Most opticians focus on the need-based sale—the prescription, the medical necessity. But that’s only half of the equation. The real opportunity comes from the want-based sale—helping customers find a frame that speaks to their personality, lifestyle, and self-image.

Think about it: customers don’t ask for “anti-reflective coating” or “high-index lenses.” They walk in saying, I need new glasses. They assume the lenses will do their job; what they truly care about is how they look and feel in their frames.

When you focus on the want, customer retention and increased revenue naturally follow.

 

How to Discover the Customer’s Want

The key to unlocking what the customer truly wants isn’t asking, How can I help you? Instead, try something different:

👉 “Here, put this frame on. Tell me what you see.”

This approach does two things:

  1. It gets the customer talking—not just about the product but about how they feel wearing it.
  2. It separates you from the competition, making the experience more interactive and personal.

Engaging in a real conversation, rather than just guiding them to a sale, helps customers discover what they want—not just what you think looks good on them.

 

The Role of Image in Optical Retail

Optical retail is more than just vision—it’s about image. Every customer wants to project a certain look. Do they want to appear sophisticated? Trendy? Professional? Approachable? The frames they choose help shape that perception.

Many purchases aren’t driven by logic alone. Prestige, status, and emotion play a huge role. Rather than looking for the best deal, customers are drawn to products that make them feel good. Understanding this mindset is critical when selecting inventory—your staff, not just your suppliers, should play a role in deciding which frames to carry. After all, they know the customers best.

 

The Difference Between Customer Service and Serving the Customer

Many businesses focus on customer service, which is often reactive—handling complaints, processing returns, or answering questions. But serving the customer is proactive and built around understanding and anticipating their needs.

✔️ Customer service: Helping with an issue, answering questions, processing a transaction.
✔️ Serving the customer: Building a relationship, personalizing recommendations, making them feel valued beyond the sale.

True service is about putting the customer’s best interests first, creating an experience where they feel seen, heard, and appreciated—not just sold to.

 

How to Build Lasting Customer Loyalty

Customers don’t like being sold to, but they love being served. That’s why it’s important to turn on service mode the moment someone walks into your store. Customers don’t see themselves as a transaction—they’re looking for a solution, a better image, a better experience.

When you focus on service, not selling, the sale becomes the byproduct of a great experience.

✔️ Instead of saying, How can I help you?
➡️ Say, How can I serve you?

This simple shift changes the tone of the conversation and sets the expectation that the customer is in for a personalized, thoughtful experience—not a hard sell.

 

Inspiration vs. Manipulation: The Key to Long-Term Success

Many businesses rely on manipulative marketing tactics—flash sales, BOGO deals, heavy discounts—to drive short-term sales. While effective in the moment, this approach doesn’t build loyal customers.

Inspiration, not manipulation, breeds long-term success.

✅ Customers who are manipulated by deals will leave for a better deal.
✅ Customers who are inspired by their experience will return again and again.

Instead of competing on price, focus on value—the experience, the service, and the personal touch that makes customers want to come back.

 

Final Thoughts: The Revenue RX Formula for Customer Connection

Success in optical retail isn’t about simply selling glasses—it’s about:
✔️ Understanding the difference between need and want
✔️ Helping customers discover what they truly desire
✔️ Moving beyond customer service to serving the customer
✔️ Creating lasting loyalty through inspiration, not manipulation

Customers don’t just buy glasses—they buy confidence, self-expression, and trust. The more you focus on their want, the more successful your business will be.

Want to learn more? Tune in to this episode of Revenue RX: Optical Retail Wins and discover how customer connection can transform your bottom line. And don’t miss the next episode, where we explore how to stop selling glasses and start making money!

Joseph Mireault

Joseph Mireault

Joseph Mireault, Optical Entrepreneur, Business Coach, and Published Author.

Joseph was the owner and president at Tru-Valu Optical and EyeWorx for 16 years. During his tenure, he consistently generated a sustainable $500K in annual gross revenue from the dispensary.

He now focuses on the Optical industry, and as a serial entrepreneur brings extensive experience from a variety of different ventures.

Joseph is also a Certified FocalPoint Business Coach and looks to work directly with ECPs in achieving their goals.

Through his current endeavour, the (Revenue RX, Optical Retail Wins podcast) he shares the challenges and solutions of running an Optical business.

His insights are shared with optical business owners aspiring for greater success in his new book,  An Entrepreneur’s Eye Care Odyssey: The Path to Optical Retail Success.”  


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NextGenOD podcast

In this episode, hosts Dr. Amrit Bilkhu and Dr. Alexa Hecht sit down with Dr. Hansel Huang to explore the intersection of mental health and optometry. From navigating the pressures of optometry school to building a fulfilling career, Dr. Huang shares his personal evolution—from a fear-driven practitioner to an authentic practice owner and mental health coach. This candid conversation dives into imposter syndrome, the power of self-awareness, and creating a harmonious work environment that supports well-being for both practitioners and their teams.

Episode Highlights:

    • The NBEO Score Debacle: Amrit and Alexa kick off with a discussion about recent changes to the NBEO board exams, including the shock of score revisions and their impact on students’ mental health.
    • From “Supposed To” to Self-Discovery: Dr. Huang reflects on his journey to optometry, driven initially by external expectations, and how he found his calling in vision therapy and coaching.
    • Overcoming Imposter Syndrome: Practical strategies for students and new grads to combat self-doubt, including knowing yourself and building a daily foundation for energy and authenticity.
    • Fear as a Motivator: How stress and fear can push growth when reframed, and why shifting from fear-based to love-based motivation creates lasting fulfillment.
    • Supporting Team Well-Being: Dr. Huang shares how he fosters harmony in his practice through vulnerability, team-building, and offering optional coaching—without forcing it on anyone.

Listen now to uncover how mental health shapes every aspect of an optometry career and gain actionable tips to thrive as an authentic practitioner!

Special Guest:

Hansel Huang, OD, practices in Windsor, Ontario, where he owns a private practice specializing in vision therapy. A Nova Southeastern University graduate, Dr. Huang has transformed his career by embracing mental health coaching, helping optometrists find harmony and authenticity in their professional and personal lives. Passionate about giving back, he offers one-on-one coaching (with a waitlist) and is exploring group coaching options. To connect with Dr. Hansel Huang for coaching inquiries or to learn more, email him at hhuang@eyecarefirst.com or visit his practice’s website at eyecarefirst.com.

Your Hosts:

  • Amrit Bilkhu, OD, FAAO, FOVDR
  • Dr. Amrit Bilkhu graduated from the Illinois College of Optometry in 2019 and completed a Vision Therapy & Rehabilitation residency program at UC Berkeley School of Optometry in 2020. She is a fellow of the American Academy of Optometry and the Optometrists in Vision Development and Rehabilitation. Dr. Bilkhu owns her private practice, Northern Sight Optometry, in Vaughan, Ontario. In her spare time, she serves as a board member for Vision Therapy Canada, writes articles for optometry blogs, and shares her knowledge on her professional social media page.
  • Alexa Hecht, OD
  • Dr. Alexa Hecht obtained her Doctor of Optometry from the University of Waterloo in 2021. She currently practices at Bayview Vision in Toronto, Canada, where she enjoys seeing patients of all ages and has a clinical interest in dry eye disease and ocular aesthetics. Dr. Hecht has a significant social media following on Instagram and TikTok, where she aims to educate the public about the importance of eye health and clean beauty habits. She is passionate about inspiring and mentoring the next generation of optometrists.

Future Focus is proudly sponsored by OSI Group.

OSI Group

Future Focus is proudly sponsored by OSI Group—an organization dedicated to helping independent optometrists thrive. Acting as your behind-the-scenes partner, OSI Group provides mentorship, education, enhanced buying power, and opportunities to connect with industry experts and peers. With a nationwide community and innovative initiatives, it equips you with the tools and confidence to stay competitive while maintaining autonomy and prioritizing patient care. Learn how OSI can support your success at www.opto.com.


Sign up to the NextGEN OD Newsletter to get episode notifications and other updates from NextGEN OD Canada.


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Revenue RX podcasts

Communication is more than just words—it’s an art form. In this episode of Revenue RX: Optical Retail Wins, I explore how the way you communicate can either win over customers or drive them away. It’s not just about what you say—it’s about how you listen, how you engage, and how you make people feel.

Too often, opticians and optical retailers focus on product knowledge and sales techniques but overlook the fundamental skill that makes or breaks customer interactions: active listening. If you want to improve your conversion rates and customer satisfaction, the answer isn’t always in better pricing or more promotions—it’s in how well you connect with the people walking through your doors.

The Power of Listening in Sales

The best conversationalists aren’t the ones who talk the most—they’re the ones who listen the most. Customers aren’t just buying eyewear; they’re investing in their personal image, their vision, and their comfort. If you don’t take the time to truly understand what they want, you’re just selling a product, not providing a solution.

A simple rule: When you’re talking, you’re not learning anything. By keeping the spotlight on the customer, you create an environment where they feel heard and valued. This not only builds trust but also leads to a smoother sales process—because when customers feel understood, they’re more confident in their purchasing decisions.

 

How Small Talk Can Make or Break a Sale

Have you ever had a customer get halfway through an order and then suddenly decide to “think about it” and leave? Silence during a transaction can lead to buyer’s remorse or hesitation. Keeping the conversation flowing is key to preventing second thoughts.

Here’s the trick: Keep customers engaged by showing genuine interest in their lives. A well-timed anecdote, recalling something personal they shared, or simply using their name multiple times in the conversation makes them feel important. Mastering small talk can mean the difference between closing a sale and watching a potential customer walk away.

 

Reading Your Customer: The First Step to Better Communication

No two customers are the same. They come from different backgrounds, cultures, and experiences, all of which influence their buying decisions. But how do you figure out who you’re dealing with in just a few moments?

It all comes down to asking the right open-ended questions. Instead of “What do you do for a living?” try “How do you spend most of your time?” This subtle shift invites the customer to share more about themselves, giving you insight into their lifestyle, preferences, and what they truly need from their eyewear.

Another key factor? Body language and first impressions. The way you present yourself—your posture, eye contact, and even your smile—sets the tone for every interaction. People decide within seconds whether they trust you, so looking and acting the part of an expert is crucial.

 

Why Optical Retail is About Image, Not Just Vision

Customers don’t walk into your store saying, “I need new lenses.” They say, “I need new glasses.” Their focus is on the frame, the style, and the image they want to project. That’s why it’s essential to position yourself as more than just a retailer—you’re a consultant, an image expert, and someone who helps them feel good about their choices.

Your job isn’t just to show them dozens of frames and hope they pick one. It’s about curating the right selection based on their personality, their needs, and the subtle cues they’ve given you through conversation. Make the process transformational, not transactional.

 

Making People Feel Special: The Secret to Loyalty and Referrals

People remember how you made them feel, not just what you sold them. If you want repeat business and word-of-mouth referrals, you need to make every customer feel like the most important person in the room.

Some easy ways to do this:

  • Use their name multiple times in the conversation.
  • Show interest in their hobbies, lifestyle, and personal preferences.
  • Be present: put away distractions and give them your full attention.
  • Follow up with personalized touches, whether it’s a handwritten note, a call to check on their glasses, or a small token of appreciation.

At the end of the day, communication isn’t just about selling—it’s about building relationships. And when you get it right, sales naturally follow.

 

Tune In to Learn More!

Want to master the art of customer communication? Listen to this episode of Revenue RX: Optical Retail Wins, where I break down how better listening, small talk, and customer engagement can lead to higher conversions and long-term success.

And don’t miss the next episode, where we’ll explore the difference between customer service and truly serving the customer—plus, how inspiration beats manipulation when it comes to influencing buying decisions.

Because at the end of the day, the only revenue source in any business is the customer.

 

Joseph Mireault

Joseph Mireault

Joseph Mireault, Optical Entrepreneur, Business Coach, and Published Author.

Joseph was the owner and president at Tru-Valu Optical and EyeWorx for 16 years. During his tenure, he consistently generated a sustainable $500K in annual gross revenue from the dispensary.

He now focuses on the Optical industry, and as a serial entrepreneur brings extensive experience from a variety of different ventures.

Joseph is also a Certified FocalPoint Business Coach and looks to work directly with ECPs in achieving their goals.

Through his current endeavour, the (Revenue RX, Optical Retail Wins podcast) he shares the challenges and solutions of running an Optical business.

His insights are shared with optical business owners aspiring for greater success in his new book,  An Entrepreneur’s Eye Care Odyssey: The Path to Optical Retail Success.”  


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