Jade Bodzasy article The Paper Trail of Frustration

You know that feeling. It’s the end of a grueling day of back-to-back refractions, and you’ve just finished with a particularly challenging patient. You sit down at your computer, exhausted and perhaps a bit annoyed. In that high-pressure moment, your Electronic Medical Record (EMR) often becomes an unintended outlet for your stress.

It is incredibly easy for your internal state, whether it’s frustration or pure exhaustion, to “leak” into your documentation. But we live in an era where patients have immediate legal access to every word you type. Because of this, your ability to pivot from an emotional reaction to a neutral, EQ-informed observation isn’t just a nice “soft skill”, it’s a professional necessity.

The Trap of “Emotional Leakage”

Emotional Intelligence (EQ) starts with your own self-awareness. In the context of note-writing, this means catching yourself when your current mood is steering your keyboard. When you’re frustrated, your notes tend to shift from objective observations to subjective judgments.

Keep an eye out for these “red flag” words that signal emotional leakage:

  • “Difficult”
  • “Uncooperative”
  • “Demanding”

These terms don’t actually provide clinical value; they just serve as a digital “vent.” The real danger is the Bias Echo. These labels can follow a patient indefinitely, creating a cycle where every technician or specialist who sees that chart next approaches the patient with the same preconceived frustration you felt.

The Legal Reality: Your Patient is Reading

The medical record has evolved. It’s no longer a private, “behind-the-scenes” dialogue between professionals; it is a shared document. Thanks to patient portals, your patients can—and do—read your notes.

Imagine a patient reading a note that characterizes their behavior as “aggressive” or “hostile.” If they were acting out because they were terrified of losing their vision or didn’t understand the procedure, reading those words can be traumatizing. Once that therapeutic alliance is fractured by a poorly worded note, the professional repercussions are real. A note written in a moment of pique can quickly become primary evidence of perceived bias.

Your New Skill: Neutral Reframing

The core EQ skill you need to master is Neutral Reframing. This is the process of taking the “raw data” of a frustrating interaction and stripping away the emotional adjectives to reveal the clinical facts. You aren’t omitting what happened; you are describing it with such objectivity that the behavior speaks for itself.

Restoring Relational Clarity

When you choose neutral language, you achieve Relational Clarity. You are documenting the truth of the encounter while protecting your professional integrity. Most importantly, you are leaving the door open for a successful interaction next time. A neutral note gives the next professional a baseline to solve the problem (like improving drop ergonomics) rather than just bracing themselves to manage a “difficult” person.

Documentation as a Human Skill

Your success in eye care is increasingly defined by your human skills. High-EQ record keeping is an act of discipline. It requires you to pause, acknowledge your own frustration, and choose a narrative that serves both the patient’s health and your own career longevity. Feelings are temporary, but the record is permanent.

Is Your Team Prepared for the “Open Notes” Era?

Mastering neutral, high-EQ record keeping is essential for protecting your practice and fostering patient trust. I help eye care professionals and team leaders build the relational clarity needed to thrive in high-pressure environments.

Learn more at: www.emotionalintelligenceconsultinginc.com

 

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 Season 2 episode, hosts Dr. Amrit Bilkhu and Dr. Alexa Hecht welcome Dr. Adam Reid (NECO 2012) to discuss board exam preparation and the journey from US optometry school back to Canadian practice. Dr. Reid shares his experience writing NBEO boards, while Amrit and Alexa compare notes on studying for both American and Canadian boards. Packed with real talk on timing, study strategies, mental health, and post-exam life, this episode is essential for current students and new grads preparing for boards.

Episode Highlights:

  • Full Circle Career: Dr. Reid shares his journey from NECO in Boston back to practicing at his childhood FYI Doctors clinic in Calgary — after working across BC, Alberta, private, and corporate settings.
  • When to Start Studying: Dr. Reid began board prep in third year with live prep courses; Amrit planned a structured 3-month timeline; Alexa started in fall of third year.
  • Study Strategies That Worked: Breaking down topics by percentage weight, using flashcards (and trading them), practice questions, and sticking to consistent study habits without all-nighters.
  • Mental Health & Balance: The importance of taking breaks, watching shows, getting good sleep, and not cramming the final days before exams.
  • NBEO vs OEBC: Honest comparisons between the two board exams, including structure, difficulty, and how American boards can help prepare for Canadian ones.
  • The Post-Exam Feeling: What everyone did right after finishing — from celebrating with classmates to napping with dogs and chopping off all their hair.
  • Advice for Current Students: Trust your training, don’t panic if you fail a section, and remember your first job doesn’t have to be forever.

Listen now for honest, battle-tested tips on surviving board exams — whether you’re writing NBEO, OEBC, or both!

Special Guest:

Dr. Adam Reid, OD, graduated from the New England College of Optometry (NECO) in 2012. After practicing in BC and Alberta in both private and corporate settings, he now practices at FYI Doctors in Calgary — the same clinic he visited as a child. Passionate about mentorship, Dr. Reid loves guiding new grads through the early stages of their careers. Connect with him at adam.reid@fyidoctors.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 is an optometrist based in Toronto, providing comprehensive eye care for patients of all ages. Originally from Winnipeg, Manitoba, she graduated from the UW School of Optometry and Vision Sciences. She has a particular interest in diagnosing and managing dry eye disease, and enjoys helping patients feel comfortable and confident in their vision and eye health. Dr. Hecht recently launched her own practice in Toronto. She is also passionate about public education, sharing practical, evidence-based guidance on eye health and eye beauty/makeup habits through social media.

This episode is sponsored by FYi doctors – a Future Focus Event Series Sponsor.

FYidoctors logo trademark 2024

FYidoctors is Canada’s largest optometric network, with more than 370 clinics and retail locations across the country. Doctor-led, professionally managed, and patient-focused, FYidoctors supports optometrists with the resources, technology, and collaborative network needed to deliver high-quality eye care while building meaningful careers in optometry.


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Revenue RX podcasts

Public speaking is not just what happens on a stage. In optical retail, it happens every day, every time someone walks into the clinic and you begin a conversation.

In this episode of Revenue RX, I look at how public speaking techniques can help optical teams communicate with more confidence, build trust faster, and guide customers toward better eyewear decisions.

Communication Is Your Competitive Advantage

With AI becoming part of everyday business, human connection matters more than ever. You can use AI to help craft an email, but when you are face to face with a patient or customer, you need to rely on your own presence, confidence, knowledge, and ability to respond in the moment.

Yes, how you sound and how you present yourself matters. Professionalism matters. But what matters even more is whether the customer sees you as the source of information they need.

That is where confidence really begins.

Great communication is not about being the loudest person in the room. It is not about trying to impress someone. It is about shifting the focus away from yourself and toward the person in front of you. Instead of asking, “How do I look?” or “Do they like me?” ask, “What does this person need from me right now?”

That one shift changes everything.

Speaking to Strangers Starts with Presence

Engaging strangers can feel awkward at first. But in optical retail, this is part of the job. Customers are coming in with a need: vision, comfort, fashion, confidence, or sometimes uncertainty. Your role is to open the conversation in a way that feels natural and helpful.

That can start with a positive attitude, a smile, eye contact, and relaxed body language. It may begin with a simple introduction, a compliment, or a shared topic. In the optical business, there is always something to work with: their current eyewear, their vision needs, their lifestyle, or what brought them in that day.

Open-ended questions are especially powerful. A yes-or-no question can end a conversation quickly. A better question invites the customer to explain, share, and participate. That is how trust begins.

Public Speaking Skills in the Dispensary

The same skills that make someone effective in front of an audience can make an optical professional more effective in the dispensary.

Clear speech helps customers understand lens options, coatings, frame features, and pricing without confusion. Good pacing and pauses help you stay calm, especially with an indecisive or frustrated customer. Natural eye contact builds credibility. Reading body language helps you recognize hesitation, confusion, or interest.

Storytelling also matters. A short example about how a lens helps with night driving, screen fatigue, or all-day comfort can make technical information easier to remember. A story behind a frame designer or product choice can create emotional connection.

And just like a strong speaker ends with a clear call to action, an optical professional should guide the customer toward a next step: “Would you like to try these frames?” or “Shall we move forward with these lenses today?”

Trust Comes from Knowledge

Credibility is built through honesty, authenticity, and expertise. When you know your products, your recommendations carry weight. When you understand the customer’s needs, your guidance feels personal rather than rehearsed.

People can sense when you are comfortable in your own skin. They can also sense when you are simply trying to push a transaction. The goal is not to perform. The goal is to connect.

Public speaking, at its best, is not about making yourself important. It is about making the listener feel important. That is also true in optical retail.

When you bring presence, clarity, warmth, and useful information to the conversation, you create a better customer experience. And better experiences lead to stronger trust, higher conversion, and more revenue.

Listen to the full episode of Revenue RX to learn how public speaking techniques can help optical teams communicate more clearly, connect more authentically, and improve performance in the dispensary.

 

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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OD Practice Strategy Series

The Optometry Practice Strategy Series’ first live webinar takes place June 24 at 8:00 PM EDT offering 1 hour of COPE CE credit at no cost.

Eye Care Business Canada is pleased to announce the launch of the OD Practice Strategy Series, a new national webinar program designed to help optometrists strengthen practice performance, adapt to emerging trends, and make informed decisions across key areas of modern practice.

The first course in the series, “From Content to Clinic: Social Media as Patient Education in Optometry,” has been COPE qualified for 1 hour of CE credit (#104574-GO). The live webinar will take place on June 24 at 8:00 PM ET available at no cost to attendees.

View the full schedule and register early here: Click Here to register now.

First Course: From Content to Clinic

Social media has become a major source of health information for patients, but not all of that information is accurate, complete, or clinically appropriate. For optometrists, this creates both a challenge and an opportunity: to help patients navigate misinformation while using digital channels to support education, compliance, and better clinical conversations.

Presented by Dr. Alexa Hecht, OD, this course will provide an evidence-based framework for using social media as a patient education tool in optometry. The session will focus on three high-prevalence clinical areas where social media can strongly influence patient behaviour: dry eye and ocular cosmetics, contact lens hygiene and compliance, and myopia management. The course will also explore how optometrists can develop accurate, accessible, and professionally responsible content for platforms such as Instagram and TikTok.

About Dr. Alexa Hecht

Dr. Alexa Hecht is a Toronto-based optometrist, practice owner, and digital health educator. She is the owner of Lio & Light Eyecare in Toronto and has built a combined Instagram and TikTok community of more than 90,000 followers, focused on evidence-based eye care education for patients.

Her clinical and educational work includes experience in dry eye disease management, myopia management, contact lens care, patient education, and professional brand-building. She is also a co-host of the Future Focus Podcast from NextGen OD Canada and has been a featured speaker on social media, professional brand-building, and modern practice growth for optometry students and early-career optometrists.

Dr. Hecht’s background makes her particularly well suited to deliver a course on how optometrists can translate clinical knowledge into responsible, patient-facing digital education.

A Series Built Around Practical OD Practice Strategy

The OD Practice Strategy Series will feature a range of sessions addressing the business, operational, financial, and patient engagement issues shaping optometric practice today. The series is designed to provide valuable information at any stage of practice development – from starting greenfield or acquiring a practice, through various growth stages and exiting planning.

In addition to  growing a practice through social media in practic other topics include tax-smart practice planning, practice valuations, EHR systems and operations, AI tools, and team management and more.

The full schedule of topics is available on the series landing page, where optometrists can register early for any or all upcoming sessions.

No-Cost Registration and CE Credit

The June 24 webinar is offered at no cost and provides the opportunity to earn 1 hour of COPE-qualified CE credit.

Course: From Content to Clinic: Social Media as Patient Education in Optometry
Speaker: Dr. Alexa Hecht, OD
Date: June 24
Time: 8:00 PM ET
COPE Course Number: 104574-GO
CE Credit: 1 hour
Cost: No charge

[View the full schedule of all webinars]


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Article by Roxanne Arnal Niche Focus What Boutique Eyecare Can Teach Us About Better Financial Planning

Walk into a boutique eyecare practice and the difference is easy to feel. The environment is considered, the offerings are curated, and the experience reflects a clear sense of purpose. These practices are not designed to meet every possible need. Instead, they focus intentionally and that becomes their defining strength.

This idea of niche targeting has reshaped how many optometric practices operate. Less obvious, but just as important, is the way the same concept can shape financial decision-making.

Clarity in Decision-Making

A well-defined niche can simplify the way decisions are made.

When a practice has a clear focus, choices around equipment, staffing, and continuing education often align more naturally. Instead of weighing competing priorities, optometrists can evaluate whether a decision supports the core direction of the practice.

This does not make decisions easy, but it often makes them clearer. Financially, that can lead to more deliberate capital allocation, with investments reflecting strategy rather than circumstance.

More Predictable Revenue

As a practice becomes known for a specific area of care, patient demand often becomes more defined. Referral patterns can strengthen, and marketing efforts tend to be more precise. Over time, this can create a steady flow of patients seeking your particular services.

More Intentional Growth

In a generalist model, growth can sometimes feel reactive, shaped by opportunities as they arise, even when they pull the practice in different directions.

While no practice is fully predictable, greater consistency can make it easier to:

  • Plan reinvestment in the clinic
  • Structure financing decisions
  • Manage cash flow with more confidence

The result is often more disciplined growth, with fewer competing priorities.

With less variability, financial planning can feel more grounded.

A Clearer Approach to Risk

Narrowing focus can initially feel like adding risk. There may be concern about relying too heavily on one area of care.

In practice, the trade-offs are more balanced.

While niche targeting concentrates certain aspects of the business, it can also reduce risks tied to inefficiency, overextension, or inconsistent demand across multiple services. Risk is not eliminated, but it becomes more defined.

For optometrists who already have significant exposure through business ownership, this clarity can support more measured decisions in personal investment strategies where diversification often plays a larger role.

Supporting Long-Term Planning

Financial planning for optometrists tends to be layered and evolving. Early career decisions often centre on managing debt and building flexibility. Mid-career years may involve practice growth, partnerships, and reinvestment. Later stages typically shift toward succession and transition planning.

Niche targeting can support these transitions by providing a steady foundation.

When a practice has a clear identity and operational focus, it becomes easier to:

  • Plan for future capital needs
  • Evaluate partnership opportunities
  • Structure eventual exit strategies
  • Translate business value into retirement income

When so much of your personal wealth is tied to your practice, that added focus can make long-term outcomes feel more predictable.

A More Structured Path Forward

Niche targeting is often viewed as a practice management decision, but its implications extend further. The same principles—clarity, alignment, and intentional decision-making—are equally relevant on the financial side.

For many optometrists, working with someone who has lived through the lifecycle of a practice can change the nature of financial conversations. Rather than approaching decisions in isolation, planning can be framed around how clinical focus, business strategy, and personal finances interact over time.

We understand what it means to align personal decisions more closely with the realities of practice ownership.

In much the same way boutique practices have demonstrated the value of niche focus in patient care, a similar approach in financial planning can provide a steadier framework for navigating an otherwise complex landscape.

Over time, that alignment can support what many optometrists are ultimately working toward: not just growth, but clarity, confidence, and a greater sense of control over how their practice and financial life evolve together.

 

Roxanne Arnal is a Certified Financial Planner®, Chartered Life Underwriter®, Certified Health Insurance Specialist, former Optometrist, Professional Corporation President, and practice owner. She is dedicated to empowering individuals and their wealth by helping them make smart financial decisions that bring more joy to their lives.

This article is for information purposes only and is not a replacement for personalized financial planning. 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.


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Article Jade Bodzasy Work–Life Balance Through the Enjoy, Evolve, Earn Philosophy

For women professionals in eyecare, work–life balance often feels like a moving target. The demands are real: clients and colleagues need you, family depends on you, and your own ambitions keep pushing you forward. Yet in the pursuit of supporting everyone else, women frequently put their emotional well-being last.

But work–life balance isn’t about doing less. It’s about doing life, and work, with more emotional intelligence, clearer boundaries, and a stronger sense of self-leadership. This is where the Enjoy, Evolve, Earn (EEE) Philosophy becomes a powerful guide. When women apply the principles of Enjoy, Evolve, and Earn to their daily professional reality, balance becomes less about juggling tasks and more about designing a sustainable, fulfilling career.

Let’s look at just a few emotional-intelligence-driven strategies for women in practice who want to strengthen their work–life balance in 2026 and beyond.

1. ENJOY: Build a Career You Can Actually Breathe In

Enjoyment in the workplace is not a luxury, it is a strategic advantage. When you enjoy your work, you bring forward clearer thinking, better communication, and stronger problem-solving. But enjoyment doesn’t magically appear; it grows from intentional emotional awareness.

Tip: Build “micro-moments of enjoyment” into your workday.

You don’t need a vacation to enjoy your career; sometimes you just need a reset. Women in practice often wait until things are overwhelming before they pause.

Ask yourself: “What are the parts of my career I currently enjoy and how can I increase them or stager them throughout my day?”

These practices rebuild emotional energy throughout the day instead of waiting for the weekend to recharge.

2. EVOLVE: Strengthen the Skills That Support Balance

If Enjoy is about emotional awareness, Evolve is about emotional strategy, choosing behaviours that support your long-term well-being and leadership.

Tip: Evolve how you approach your Continuing Education.

Women frequently carry invisible emotional loads in the workplace, managing their own responsibilities while also supporting the emotional needs of colleagues, clients, or even leaders. This is often where imbalance begins.

One of the strongest EQ strategies is mastering your career education trajectory.

Ask yourself: “Am I finding Continuing Education that supports my ability to manage my client, colleague and collaborator interactions effectively?”

This small, intentional act of shaping your education around what you truly need, especially a more balanced relationship between work and life, creates a quiet form of protection. It helps prevent emotional outsourcing by making you aware of where others try to pull you into their stress. In that awareness, you remain grounded, steady in your own values, and aligned with goals that are genuinely yours.

3. EARN: Create Results Without Sacrificing Yourself

The third pillar of the EEE philosophy, Earn, is about professional impact. But for women, earning isn’t only about revenue; it’s about earning influence, earning trust, and earning longevity in your career.

Tip: Measure success through alignment, not exhaustion.

The women who rise are not the ones who grind the hardest, they are the ones who allocate their energy intelligently. Rest is not separate from productivity; it is a requirement for it. Recovery time strengthens emotional resilience, deepens creativity, and enhances your ability to show up at your best.

Ask yourself: “Is everything I do connected to impacting my career goals? Or am I filling my time with things that take my energy because I view exhaustion as success?”

Your career should grow alongside your well-being, not at its expense. When you Enjoy your work, Evolve your habits, and Earn through emotionally intelligent leadership, you create a career that supports, not drains, your life.

Conclusion

Work–life balance is not a destination; it’s a journey of intentional emotional intelligence. And women who adopt the EEE philosophy don’t just balance better—they lead better, feel stronger, and build careers that support long-term fulfillment.

If you’d like support bringing EEE and Emotional Intelligence training into your organization, or into your own practice, I’d be happy to help you build a path forward.

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 insightful episode, hosts Dr. Amrit Bilkhu and Dr. Alexa Hecht welcome Dr. Audrey Li, a 2025 University of Waterloo graduate now practicing in Fort St. John, British Columbia. Dr. Li shares her unexpected journey from planning a GTA job to moving across the country for a rural opportunity. This episode is packed with practical advice for optometry students and new grads on job hunting, interviewing, choosing the right first position, and thriving in rural practice.

Episode Highlights:

  • Unexpected Rural Move: Dr. Li explains how a classmate’s message led her from Ontario to Fort St. John, BC — a town with oil patch workers, young families, and stunning mountain views an hour away.
  • Job Search Strategy: How she created comparison tables, visited clinics in-person, evaluated equipment, staff ratios, and EMR systems.
  • GTA vs Rural Reality: The challenges of finding full-time positions in the Greater Toronto Area versus the opportunities in rural BC.
  • Rural Practice Advantages: How a rural practice is challenging  — a steep but fast learning curve for a new grad.
  • Biggest Adjustments: Taking full responsibility for prescriptions and decisions without a supervisor checking your work, plus jumping from wo-hour school exams to real-world appointments.
  • Advice for New Grads: Visit clinics in person, ask about scheduling and patient volume, don’t be afraid to switch jobs if it’s not the right fit.
  • Final Wisdom: Be open to opportunities that scare you — the right move often presents itself unexpectedly.

Listen now for honest, actionable advice on landing your first optometry job and thriving in rural practice — whether you’re a fourth-year student or a new grad navigating your early career!

Special Guest:
Audrey Li, OD, is a 2025 University of Waterloo graduate practicing full-scope optometry in Fort St. John, British Columbia. Originally from Ontario, she specializes in myopia control and dry eye while embracing the challenges and rewards of rural practice. Connect with Dr. Audrey Li on Instagram at @OptomAudrey or reach out via her clinic for questions about rural opportunities or the new grad experience.

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 is an optometrist based in Toronto, providing comprehensive eye care for patients of all ages. Originally from Winnipeg, Manitoba, she graduated from the UW School of Optometry and Vision Sciences. She has a particular interest in diagnosing and managing dry eye disease, and enjoys helping patients feel comfortable and confident in their vision and eye health. Dr. Hecht recently launched her own practice in Toronto. She is also passionate about public education, sharing practical, evidence-based guidance on eye health and eye beauty/makeup habits through social media.

This episode sponsored by Clinical & Refractive Optometry Journal, a Future Focus Event Series Sponsor

OSI Group This episode of 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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Revenue RX podcasts

This article only scratches the surface. In the full Revenue RX episode, I break down what coaching really is — and why building a coaching culture can become your strongest competitive advantage.

If you’re looking to gain clarity, improve leadership, and unlock growth in your optical business, listen to the full episode now.

Why Entrepreneurs Need an Outside Perspective

Running a business can be isolating.

As an owner, you’re making decisions every day — often without a sounding board. You’re solving problems, managing people, thinking about growth, and trying to stay ahead of challenges… all at the same time.

Here’s a thought:
If every day comes down to solving problems or making decisions, wouldn’t it make sense to have someone in your corner helping you prioritize both?

That’s where coaching comes in.

It’s not about being told what to do. It’s about having someone who asks the right questions, challenges your thinking, and helps you see what’s coming before it becomes a problem.

Coaching Is an Intervention — And That’s a Good Thing

Let’s be clear about something.

Coaching is an intervention.

That doesn’t mean something is broken. It means you’re ready to make a change.

In many cases, the signs are already there:

  • Revenue has plateaued or declined
  • Staff turnover is increasing
  • Conversion rates are lower than they should be
  • Customer feedback is slipping
  • Or you simply don’t know what separates you from the competition

Sometimes it’s not even a metric — it’s a feeling. You know there’s more potential in your business, but you’re not sure how to unlock it.

Coaching helps bring those issues into focus and turns them into actionable priorities.

What Gets in the Way of Coaching

If coaching is so valuable, why doesn’t everyone do it?

Because it requires something many business owners struggle with: change.

Avoidance, fear of confrontation, resistance to accountability, or even the belief that “things will work themselves out” — these are common barriers.

Then there’s the question of cost.

But here’s a different way to look at it:

What is the cost of not making changes?

What is the cost of:

  • High employee turnover
  • Low conversion rates
  • Declining traffic
  • Micromanagement
  • Missed opportunities sitting right in front of you

When you look at it that way, the investment in coaching often becomes much easier to justify.

Understanding the Real Value of Coaching

Value isn’t just about revenue.

It’s also about:

  • Building a stronger business culture
  • Retaining better employees
  • Creating more time to work on the business
  • Achieving a healthier work-life balance
  • Having a trusted advisor to challenge your thinking

Coaching provides something that’s hard to find elsewhere: independent perspective without bias. A non-equity partner focused entirely on helping you grow.

Building a Coaching Culture

The real advantage comes when coaching becomes part of your business culture — not just a one-time engagement.

When done right, coaching:

  • Improves staff engagement
  • Encourages accountability
  • Strengthens leadership
  • Drives better decision-making
  • And creates a structure for consistent growth

It shifts the focus from reacting to problems… to proactively building solutions.

The Right Mindset for Coaching

To get the most out of coaching, you have to show up the right way.

That means being:

  • Open to new ideas
  • Willing to be honest about challenges
  • Prepared to do the work

Because here’s the reality:
A coach doesn’t do the work for you.

They don’t hand you the answers.
They help you find them.

Think of it this way — they don’t give you the fish.
They teach you how to fish.

Why Coaching Becomes a Competitive Advantage

Every successful business relies on external expertise — accountants, lawyers, advisors.

Coaching fits into that same category, but with a broader impact.

It connects insight to action.
It creates clarity where there’s confusion.
And it helps you use your time more effectively — which is ultimately what drives growth.

In the optical business, where the balance between clinical care and retail performance is critical, that clarity becomes a true differentiator.

The Bottom Line

Success in business isn’t accidental.

It comes from making better decisions, solving the right problems, and continuously adapting to change.

A coaching culture supports all of that.

It gives you structure, perspective, and accountability — and when those elements come together, the result is confidence, control, and sustainable growth.

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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Roxanne April 2026 article on Fraud

Most optometrists are comfortable managing clinical risk and business uncertainty. What feels different today is how convincingly fraud now presents itself, often polished, familiar, and timed to moments when attention is stretched thin.

In a recent article from Investment Executive, Canadians lost over $704,000,000 to fraud in 2025, affecting individuals across age groups and professions. The takeaway isn’t that fraud is rare or fringe. It has become routine and increasingly sophisticated.

Why scams feel harder to spot

Fraud has evolved alongside technology. Advances in artificial intelligence now allow scammers to create messages that closely resemble legitimate communications. Emails that match branding. Texts that sound conversational. Even phone calls that replicate a familiar voice.

Unfortunately, that makes traditional warning signs such as poor grammar, awkward phrasing, obvious inconsistencies no longer reliable filters. Many scams now succeed because they look reasonable and arrive at moments when quick decisions feel efficient.

Urgency is still the pressure point

Despite the technology, the underlying tactic hasn’t changed. Fraud works best when it introduces urgency: a payment that must be made immediately, an account that needs instant verification, or a problem that can’t wait.

The key to protecting you from loss is something deceptively simple: slowing down. Taking even a brief pause often creates enough distance to recognize when a request doesn’t feel quite right.

For many professionals, this mirrors clinical judgment. When something is out of pattern, it’s worth taking a second look rather than assuming the most convenient explanation.

Five habits that reduce risk without adding complexity

1) Pause before you act
If a message pressures you to act immediately, take a breath. Legitimate organizations rarely demand instant action without allowing verification.

2) Verify independently
Never rely on contact details provided in an unexpected email, text, or voicemail. If your bank, investment firm, or service provider contacts you, use a phone number or website you already know (or one you locate independently) to confirm before responding.

3) Don’t let “perfect-looking” messages reassure you
AI has made scam emails and texts look polished and professional. Reviewing the full sender name and domain still helps. When in doubt, treat unsolicited messages as suspicious.

4) Protect personal and financial information like cash
No legitimate organization will ask for passwords, one‑time codes, or full account details via email, text, or unsolicited phone call. Once that information is gone, it can be difficult to recover.

5) Talk about scams
Fraud thrives in silence. Sharing information about new scam patterns with family, friends, and colleagues reduces stigma and can prevent others from being pulled in.

Why optometrists are often targeted

Optometrists and their clinics tend to be visible professionals, with easy to access online presence. You and your team are busy and it’s easy to “click” in the moment trying to be efficient in our day. This can create predictable opportunities for impersonation or timing‑based scams.

This doesn’t suggest vulnerability. It simply highlights why routine verification processes matter, particularly for payment requests or changes to financial instructions.

Instinct is part of risk management

A recurring theme in fraud cases is hindsight clarity. Many people report that something “felt off” but seemed easier to proceed than to question it. That instinct is worth respecting.

Fraudsters rely on people being busy, distracted, or hesitant to ask questions. There is little downside to double‑checking, especially when the cost of acting too quickly can be significant.

How strong systems reduce risk

Effective fraud prevention is less about dramatic controls and more about disciplined process. Limiting access to sensitive information, using secure platforms and trusted partners, and slowing down when requests fall outside normal patterns all reduce exposure.

Ongoing staff training and regular testing further reinforce this culture of caution. Fraud prevention works best when it’s treated as an operational norm rather than an occasional reminder.

Slow Down

As scams become more convincing, the most reliable defenses remain human: pausing, verifying, and being willing to ask one more question. Those small moments of restraint often make the difference between a routine day and a costly mistake.

 

Roxanne Arnal is a Certified Financial Planner®, Chartered Life Underwriter®, Certified Health Insurance Specialist, former Optometrist, Professional Corporation President, and practice owner. She is dedicated to empowering individuals and their wealth by helping them make smart financial decisions that bring more joy to their lives.

This article is for information purposes only and is not a replacement for personalized financial planning. 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.


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