Revenue RX podcasts

Running an optical practice isn’t just about providing great eye care—it’s about keeping the dispensary humming, because that’s where 60% or more of your revenue is generated. And who drives that revenue? Your team. The people on the floor, connecting with patients, guiding them to the right products, and ultimately closing sales.

In this episode of Revenue RX: Optical Retail Wins, I take on a classic question that directly impacts your bottom line: Are great salespeople born, or are they made?

It’s more than a philosophical debate. How you answer this shapes how you hire, train, and invest in your staff—the very people who make or break your business success.


Born Salespeople: Natural Charisma at Work

Some people walk into a room and instantly win others over. They read body language effortlessly, spark conversations with ease, and seem to influence without trying. Traits like charisma, confidence, empathy, and persuasiveness give them a head start.

But does natural charm guarantee long-term success in sales? Not always. Without structure, strategy, and discipline, even the most magnetic personality can fall short.

 

Made Salespeople: Skills That Can Be Learned

On the other side, there’s the belief that sales is a craft—something that can be taught, refined, and mastered with practice. From asking open-ended questions to handling objections, every step of the sales process can be learned.

The most successful “made” salespeople aren’t always extroverts; often, they’re the ones who listen deeply, adapt quickly, and continuously invest in their growth.

 

The Hybrid Reality

Here’s the truth: it’s not an either/or. The very best performers blend inherent traits with learned skills. Personality may give someone an edge, but attitude and commitment are what turn potential into results.

In fact, research shows that while knowledge and skills contribute about 15% to success, attitude accounts for 85%. That’s why hiring for attitude and training for skill is such a powerful approach.

 

Key Traits of Great Salespeople

Born Sales Traits:

  • Charisma that draws people in
  • Confidence that builds trust
  • Emotional intelligence to connect
  • Persuasiveness that feels authentic
  • Genuine curiosity about others

Made Sales Traits:

  • Relentless drive to succeed
  • Adaptability in shifting situations
  • Masterful listening skills
  • Problem-solving ability
  • Strong product knowledge
  • Consistent follow-up
  • Commitment to continuous learning

When both sets of traits come together, you have the makings of a sales powerhouse.

 

Why It Matters for Optical Owners

Hiring and training the right people isn’t just HR—it’s business survival. Your team is responsible for turning marketing spend into real revenue through conversions. If they can’t close, your ROI evaporates.

That’s why the born vs. made debate isn’t just academic. It’s about building a sales culture where natural talents are recognized, and learned skills are continuously sharpened.

 

The Sales Process in Action

Beyond traits, every great salesperson masters the process: prospecting, making the first approach, qualifying needs, presenting solutions, handling objections, closing with confidence, and following up to build lasting relationships.

Whether you believe people are born with it or grow into it, sales excellence comes from balancing the art of connection with the science of process.

Final Takeaway

Great salespeople aren’t just born, and they aren’t just made. They’re both. Success comes from hiring for attitude, training for skill, and fostering a culture of learning and growth.

Want to hear the full breakdown—including my take on why “attitude” might be the biggest secret weapon?

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 Arnal financial growth steps

Every optometric practice evolves through distinct financial seasons, each with its own priorities, challenges and opportunities.

Start Up: Planting the Seeds

Location, location, location! Always start with good fertile soil. Focus your launch phase on building infrastructure, attracting patients and establishing your brand.

Because your revenue will likely be low and unpredictable, you need to be mindful of your cash flow and debt management. Ensure that you have a sufficient line of credit and payment terms for equipment, inventory and leaseholds. Don’t forget about insurance – especially business office expense disability coverage – you’ve committed a lot to this endeavour.

Take this time to build out your ideal operational systems. Focus on developing deep client relationships, a referral network and training of ideal staff.

Tip: Negotiate favorable vendor terms. Review the cash flow impact of leasing vs borrowing. Ensure you have adequate insurance coverage.

Growth: Plant Development

As you gain traction and patient volumes increase be sure to continue to fertilize your growth.

Reinvest into technology, staff and continual marketing. Consider adding specialty services that align with your patient base. Review your operational systems for efficiency and ensure you have sufficient support staff.

Great staff are worth keeping, consider adding benefit and retirement savings programs.

You always have to be thinking ahead to ensure the office is ready for additional patient needs.

Tip: Strategic reinvestment leads to continued growth.

Mature: Harvesting

The true beauty of a mature practice is that it creates a regular and growing income stream. Don’t take patient loyalty for granted. All relationships need continual care and appreciation.

Your size may permit better vendor pricing and terms. Consider purchasing your own clinic property with excess revenue. Look to other investment options, like corporate owned life insurance, to create a tax free savings opportunity.

Ensure that you understand your financial statements and keep an eye on your performance.

Tip: Keep an eye on your profit margin. If you aren’t continually profitable, you can’t continue to service your patients at the level you desire.

Succession: The Next Harvest

Transitioning ownership can be challenging. Planning ahead can ease the emotional strain and ensure that you are maximizing your financial success. This is your opportunity to preserve legacy and ensure continuity for all the people you have cared for these many years.

If you’re looking to step into your transition through partnership, a comprehensive joint venture agreement that addresses various triggering events and considers the use of insurance for emergency buy/sell is critical. Every good business marriage needs a signed contract. Be sure to download our Buy-Sell Agreement Checklist [https://c3wealthadvisors.ca/buy-sell-agreement-checklist/].

Understand your practice value, update your clinic appearance and equipment, ensure that you have reviewed tax planning opportunities.

Tip: You don’t know what you don’t know. Now is the time to reap the benefits of your years of sacrifice and success – let other’s help you to ensure that you have considered the impact of your various options.

Conclusion

Throughout your business ownership journey you will have many questions and opportunities to harness knowledge from those who have gone before you. Engage advisors and mentors to help guide you along the way. Perform financial audits and review your overall costs to ensure practice profitability – only through your success can you provide a level a care that your patients deserve.

Have questions? Don’t know what questions you should have? Roxanne has lived through all the seasons in her optometric and financial planning careers. Reach out via email at roxanne@c3wealthadvisors.ca or call 780-261-3098 to book a conversation.

Roxanne Arnal is a Certified Financial Planner®, Chartered Life Underwriter®, 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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Revenue RX podcasts

Leadership isn’t just a buzzword. In the world of independent eye care practices, it’s the backbone of success. In this episode of Revenue RX, I dig into why leadership matters, how it directly affects your bottom line, and why the growth of your team starts with the growth of you.

 

I’ve seen it time and again: a practice can have the best location, the latest technology, and even a roster of loyal patients—but without strong leadership, it stalls. Leadership is what turns goals into reality, gives direction when things get messy, and ensures your people feel empowered rather than burned out.

The Mirror Test
Here’s the truth: leadership starts with you. It’s about being willing to look in the mirror and ask the tough questions. Am I modeling the behavior I want to see? Am I taking responsibility when things don’t go right? Or am I pointing fingers? Leadership isn’t about knowing all the answers—it’s about showing up with integrity, humility, and a willingness to grow.

Building a Culture of Trust
A thriving practice isn’t built overnight. It’s built on trust, consistency, and clarity. As a leader, your words and actions set the tone for the entire team. Do you follow through on promises? Do you create a space where your staff feels safe to share ideas and mistakes? Because when trust is in place, performance soars. When it isn’t, even the smallest cracks can turn into full-blown fractures.

Empowerment Over Micromanagement
One of the biggest traps owners fall into is micromanaging. Here’s the kicker: the more you cling to control, the less control you actually have. Leadership is about empowerment. It’s about giving your people the autonomy to make decisions, the support to learn from mistakes, and the confidence to take ownership of their roles. That’s when your practice shifts from surviving to thriving.

Leadership and the Bottom Line
Let’s be clear: leadership isn’t fluffy theory—it’s dollars and cents. Poor leadership creates turnover, low morale, and missed opportunities. Strong leadership fuels patient satisfaction, staff retention, and revenue growth. When you invest in your leadership, you’re investing directly in your bottom line.

The Ongoing Journey
Here’s the part most people don’t want to hear: leadership isn’t a one-and-done deal. It’s a lifelong journey. You don’t attend one seminar, read one book, or listen to one podcast and magically become the leader your practice needs. It’s about consistently showing up, reflecting, and striving to be just a little better than you were yesterday.

In this episode, I share stories, insights, and practical steps to help you level up as a leader in your practice. Because your team—and your success—depend on it.

Call to Action
This conversation is just the beginning. To dive deeper and hear real-world examples of how leadership can transform your practice, listen to the full episode of Revenue RX: Leadership – Your Success Depends on It. Trust me—you don’t want to miss it.

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 Arnal Retirement planning image of an asian couple with an advisor

Retirement is no longer viewed as a “tired” chapter, but rather as a reimagined lifestyle choice—one that offers enhanced time and financial flexibility. Today’s retirees are shifting the lens: some are staying in the workforce longer, trading rigid schedules for greater autonomy, while others are stepping away from past careers to pursue new purpose-driven paths. It’s not just about stepping back—it’s about seeing forward, with clarity and intention.

What are you retiring to?

As with all life transitions, it’s key to have something fun and exciting to look forward to as you change up your day to day life. Take some time to really define what it is you are retiring to.

How are you going to make this happen?

A well-rounded retirement strategy should do more than cover the basics—it should reflect the life you’ve built and the one you still want to live. By integrating your many different investment accounts, personal and corporate, your plan should support everyday comfort while bringing your future into sharper focus, whether that’s exploring new destinations or simply enjoying more freedom at home.

The New Paycheque

Day to day expenses like groceries, utilities and personal care are typically funded by a regular source of recurring income. These may include CPP, OAS, a pension, or your RRSPs for example.

The Fun Stuff

Travel, home upgrades and even a second property are some of the well-earned rewards after years of building your career. If your savings includes a mix of TFSA, non-registered accounts and corporate investing, now is the time to review your withdrawal strategy so you can actually enjoy this nest egg.

The Unexpected

Everything is great until the unexpected happens. Health is a primary reason many retirement plans get off track. Have you built in contingencies to cover unexpected expenses? Can you comfortably pivot your financial enjoyment to meet your new needs?

The “Not-So-Fun” Stuff

And then we have taxes! One of only two certainties of life in Canada. You’ve worked hard to limit taxation during your working years, so it’s key your withdrawal plan considers how you will manage your taxes moving forward. Don’t let taxes eat up 50% of your savings!

The Other Certainty

Whether you want to address it or not, death is a certainty of life. Though we may not know the day nor the hour, it will come for all of us. Part of a holistic retirement plan is reviewing your estate planning. Does your will still reflect your wishes? Does the beneficiary status of your investments and life insurance policies line up or should they be changed in light of final taxation, charitable wishes, and perhaps skipping a generation to optimize your planning.

The Financial Needs

Avoid the worry created by news and market fluctuations by ensuring your investments are set up to create a smooth withdrawal for your ongoing needs and wants. Understanding how asset allocation plays an increasingly critical role during your withdrawal phase is key to avoiding sequence of return risk.

Conclusion

Now is the time to create a future that balances stability with possibility. Shifting from a saving focus to a spending focus can be difficult, but with a clear plan, you can set a withdrawal strategy that helps to manage market risk, provides flexibility, controls taxation and leaves you with a legacy to be proud of.

Interested in personalized retirement guidance to balance all your financial needs and wants? Reach out to Roxanne via email at roxanne@c3wealthadvisors.ca or call 780-261-3098 to book a conversation.

Roxanne Arnal is a Certified Financial Planner®, Chartered Life Underwriter®, 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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Office Upgrading
THE KITCHEN AND BATHROOM CONSPIRACY.

Real estate agents often tell us to upgrade our kitchens and bathrooms–along with other advice such as decluttering–before we put a house on the market for sale. I totally agree with decluttering, and I also agree with a minor improvement in aesthetics.

But I do not agree with investing tens of thousands into kitchens and bathrooms. There are several reasons why.

The first is that you will live through 3 to 6 months of renovation just before selling your home – and that is not fun. It’s exceedingly difficult to clean and declutter when contractors are adding clutter and dust every day.

You will not enjoy the new kitchen and bathroom for long, as you are moving to a new property. The cost of dining out—or ordering in—while the kitchen is being renovated is expensive. Budget $100 to $150 per day.

I have tried using the kitchen during a renovation. The microwave was on a scaffold, the fridge was in the hallway, the kettle was in the laundry room, and the dishes were in the bathroom we weren’t renovating.

I do not want to do that again–particularly as I get older. Who wants to live through the mess?

Should I upgrade my equipment?

Let’s talk about your practice. You might be told that adding or upgrading equipment and technology prior to sale will make your practice more attractive to the buyer.

Ask them: “What is the evidence that I’ll make a profit over and above what I invest?” Whatever the answer, I disagree–and here’s why.

You won’t have much time to enjoy the new technology. Your staff will not have enough time to adapt and make it profitable and therefore, it does not have a good return on investment (ROI) if you are going to own it and use it for one year or less.

The cost of the equipment is another factor altogether–plus any warranties, maintenance, and training cycles, all of which you must pay.

Direct and indirect costs (disruption) must be considered. What about the value of the equipment you already have that is going to be replaced? Should you just donate it or send it to the scrapyard?

I can tell you, we achieve incredible resale prices for superior-quality, well-maintained equipment that is sometimes 20 or more years old.

Baby boomers—say it with me: “They don’t make them like they used to!” Buyers like cool, shiny gadgets–I get that. But they do not like to pay for them at the pilot stages of their career, even though that is what some brokers want to tell you.

Buyer Beware (of the Seller)!

The equipment and diagnostic industry is in the business of selling products. If you are a loyal client of theirs and you tell them that you are thinking of selling, they know that there is a good chance that the new owner may choose another supplier.

This might be your rep’s  last crack at getting some equipment sold into your practice. I am not accusing anyone of pressuring you or using suspect tactics. Dealers are trying to sell you products and services every day of the week anyway.

So, there is really nothing new here. It is just that when they say that adding this gadgetry and shiny, fancy equipment prior to sale will generate a profit, I do not think it will. In fact, I think it will cost you money in the short term to implement the new equipment and technology.

And I do not think buyers are going to pay you more for the equipment than you paid for it one year earlier because, why would they do that, it is now used equipment?

The value of your practice may go up by the value of the equipment you bought, less what you disposed of, and less depreciation (20% in year one).

Factor in a loss of profit or productivity because of the disruption, so it might lower your goodwill.

Conclusion

I do not see any profit in a last-minute upgrade. Do not buy into the line that you need to put in a new kitchen or bathroom just before selling your home.

The Realtor makes more money, and you don’t!

Are you seeking to understand the value of your practice?
Contact Jackie Joachim
Jackie has personally been involved in approximately 10,000 appraisals since joining ROI Corporation. She has had the privilege of appraising optometric, chiropractic, dental, and veterinary practices throughout Canada. Jackie understands how a practice works and the unique needs of healthcare professionals. Her personal goal for practitioners is to see them be strong business people who are able to take pride in their profession and reap the benefits of their hard work. Please contact her at Jackie.joachim@roicorp.com or call 1-844-764-2020.

 

Timothy A. Brown

Timothy A. Brown is the CEO and Broker of Record for ROI Corporation and has served the professions since 1979. His broad experience in clinical practice systems includes: appraisal, brokerage, leasing, and practice management. While Timothy’s domain expertise is largely from the dental world, as head of ROI Corporation, his experience has applicability across other health practice disciplines including Optometry and Opticianry.

Timothy is a Registered & Licensed Ontario Real Estate and Business Broker (Principal). He also voluntarily completed the Ethics and Business Practice course from the Real Estate Institute of Canada. He clearly understands dentists and has his finger firmly on the pulse of the dental practice marketplace in Canada.

He can be reached at timothy@roicorp.com or 416.520.7420.


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IRIS sponsored post image

Since its creation, IRIS has been committed to providing high-quality products and services in the field of vision care.  Today, this mission has taken on a new dimension thanks to technological innovation. Whether through the integration of artificial intelligence, the use of precision tools such as electronic medical records, or the exclusive development of cutting-edge ophthalmic lenses such as Apogée lenses, IRIS is transforming the visual experience for its patients.

 

Artificial Intelligence: Seeing Problems Before They Arise

In the field of visual health, prevention is as important as treatment. That’s why IRIS is focusing on integrating artificial intelligence (AI) into its clinical practices.

Thanks to advanced imaging technologies combined with AI algorithms, optometrists at IRIS can detect eye abnormalities early on, sometimes even before the patient experiences any symptoms. This allows for faster intervention, more rigorous follow-up, and prevents certain conditions from worsening.

For example, subtle signs of diseases such as age-related macular degeneration (AMD), diabetic retinopathy, or glaucoma can be detected very early on thanks to AI. By integrating these tools into eye exams, IRIS offers its patients unparalleled peace of mind and once again demonstrates its commitment to optimal eye health.

The Electronic Medical Record: A Precision Tool at the Service of the Patient

Another pillar of innovation at IRIS is the electronic medical record (EMR). In addition to reducing paper use and increasing the efficiency of communications between professionals, the EMR allows for more rigorous and personalized monitoring of each patient’s visual health.

 

This centralized system allows optometrists, opticians, and ophthalmologists in the IRIS network to consult the patient’s complete visual history, exam results, retinal imaging, previous prescriptions, and much more.

 

The result: more informed clinical decisions, better coordination of care, and a simplified experience for the patient.

 

Apogée Lenses: Exclusive Technology for Customized Vision

One of the most significant innovations developed at IRIS is the Apogée lens, a new-generation progressive lens designed exclusively for presbyopes seeking optimal visual performance.

 

Unlike standard progressive lenses, Apogée adapts to each user in a completely unique way. Thanks to advanced measurement technologies and a 100% ergonomic design, each lens is custom-made according to the patient’s morphology, reading habits, visual needs, and even lifestyle.

 

The result? Perfectly adapted visual fields, maximum visual quality, and unparalleled comfort in all areas of vision, whether near, far, or intermediate.

This high-tech lens naturally attracts customers who appreciate precision, seek advanced products, and value the reliability of a brand like IRIS. It also represents a new way of experiencing eyewear shopping: more collaborative, more personalized, and more satisfying.

 

A Customer Experience Enriched by Technology

Innovation at IRIS is not limited to clinical tools or products. It is also reflected in the overall customer experience.

 

But what really sets the IRIS approach apart is the human dimension of this innovation. Patients are invited to collaborate in the creation of their progressive lenses. They gain a better understanding of the choices available to them, participate in the development of the solution, and leave with a product that truly meets their expectations.

Innovating for Better Vision… and a Better Life

At IRIS, innovation is much more than just a word. It is a philosophy that guides every decision and every improvement.


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OSI sponsored post image for Aug 2025-v2

Dr. Kerry Salsberg’s Eyes on Sheppard doesn’t chase growth for growth’s sake. It grows by design—one decision, one system, one patient at a time.

At OSI Group, we support a network of more than 900 independent optometry clinics across Canada—each with its own vision of what success looks like. For some, it’s about expansion. For others, it’s about specialization, community presence, or work-life balance. No two clinics run the same way, and that’s the point. Independence gives space for this kind of professional freedom.

Eyes on Sheppard, a long-standing practice in midtown Toronto, is one example of what that can look like in practice. Under the leadership of Dr. Kerry Salsberg, the clinic has spent the past three decades refining its systems, expanding its team, and shaping an environment that reflects a clear sense of purpose.

In an era when consolidation has swept across the healthcare industry and burnout threatens even the most committed providers, Eyes on Sheppard offers a different kind of case study. It’s become one of Toronto’s most respected independent clinics, not by being the biggest, the busiest, or the flashiest, but by maintaining a clear focus on what it does best—and resisting the pressure to do more for the sake of growth alone.

Designing for Consistency

Salsberg doesn’t treat management as an afterthought or a task to squeeze into clinical downtime. It’s embedded in the way the practice is designed. Every element—scheduling, training, workflows—is built to reinforce consistency across the clinic.

This philosophy shows up in the details. Appointments are booked at 30-minute intervals, giving doctors room to connect, observe, and adjust. Staff are trained not only in process, but in presence, with feedback is built into the workflow. The team is expected to listen closely, take note of what matters to each person, and create the kind of interaction that’s often missing from other healthcare experiences.

While the broader industry continues to prioritize speed, Salsberg’s clinic is deliberately structured around time. That extra time is what makes real connection possible, and what keeps the work meaningful.

A Pandemic-Era Lesson in Slowing Down

This belief was tested during COVID-19. As patient volume dropped and schedules shrank, many clinics scrambled to make the math work. But at Eyes on Sheppard, something unexpected happened.

“We saw fewer patients during COVID, but our revenue per patient went up—and so did my enjoyment of optometry,” Salsberg says.

The experience confirmed something he’d suspected for years: slowing down wasn’t a liability. It was a strategy. The clinic leaned into the insight. Appointments got longer,  handoffs were minimized, and patient conversations grew deeper.

Data Without Delay

With a more measured pace of care, each appointment carries greater weight—financially and clinically. To keep that model viable, Eyes on Sheppard relies on real-time feedback. Subtle shifts in volume, case mix, or follow-through can have an outsized impact, so the clinic needs to spot patterns early—before they turn into problems.

Every morning, Salsberg checks key metrics like revenue per patient, service mix, prescription fulfillment, and no-show rates.  These insights are made possible by Optosys, OSI Group’s practice management platform, which integrates data from across the clinic in a way that supports independent workflows

“What I love about our EMR is that I can get the pulse of the practice with one click,” he says. “That’s how you pivot in real time.”

Instead of waiting for quarterly reviews or year-end recaps, Salsberg and his team operate on short feedback loops. If something’s off, they fix it. If something’s working, they double down.

The Case for Coaching

Of course, even with strong systems and solid data, growth doesn’t happen automatically. At Eyes on Sheppard, coaching plays a central role in helping the clinic stay aligned and intentional.

“I love using business coaches,” Salsberg says. “We’re not perfect—we always want to improve our numbers, experience, and how we care for patients.”

He meets regularly with his OSI Practice Advisor, Jas, who works directly with the clinic’s leadership team to flag missed opportunities and suggest operational adjustments. This might mean rebalancing appointment types, revisiting pricing, or refining how services are communicated in the exam room.

“They provide operational support and leadership tools behind the scenes.” he says, “They understand what’s working across the industry, which is so missing in services today.”

Not Bigger—Just Better

Growth wasn’t the goal. Not really. Over the years, Eyes on Sheppard has expanded: more space, more services, more staff. But the clinic never scaled for its own sake. It scaled because it knew what kind of environment it wanted to offer.

The result? A practice that grew not from pressure, but from principle. Every decision was rooted in preserving the kind of workplace worth showing up to every day.

“I enjoy going to work as much today as I did when I started.” Salsberg says, “That’s a gift worth cultivating.”

Indeed, this kind of growth takes intention—and support. As a long-time OSI member, Salsberg relies on a broader infrastructure that helps the clinic stay independent while adapting over time. From operational planning to performance tracking, OSI provides the tools and coaching that allow clinics like Eyes on Sheppard to evolve without losing focus.

Ready for What’s Next

Eyes on Sheppard’s strength lies in its clarity—about what works and what’s worth protecting. For Salsberg, that’s the long game, a practice where people still look forward to Monday. A clinic built to last.

“Dream big.” He says, “Create memorable patient experiences. Have fun doing what you do, and don’t be scared. The sky isn’t falling.”

OSI Group helps independent optometrists run stronger, smarter clinics—without compromising on care. Learn more at www.opto.com, or hear more from Dr. Salsberg in his interview on the Future Focus podcast here.

 


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Strenght in Synergy Dr Trevor Miranda article

In the ever-evolving landscape of eye care, the collaboration between optometrists and opticians has emerged as a powerful strategy to enhance patient care, streamline operations, and boost practice efficiency. This synergistic relationship not only benefits the professionals involved but also significantly improves the overall patient experience.

The Collaborative Advantage:

Enhanced Patient Care

When optometrists hire opticians for their practices, they create a comprehensive and dynamic eye care team that can address a wider range of patient needs. Optometrists can focus on conducting eye exams, diagnosing conditions, and prescribing treatments, while opticians can expertly handle the fitting, adjusting, and dispensing of eyewear. This division of labour ensures that patients receive specialized attention at every stage of their eye care journey.

Improved Efficiency

In practices that have implemented a collaborative model, optometrists consult with an optician while the patient is still in the examination chair. This real-time collaboration saves patients time and allows for more informed decision-making. For instance, an optometrist might seek an optician’s advice on whether a specific lens would be suitable for a particular prescription, ensuring the best possible outcome for the patient.

Faster Referrals and Problem-Solving

Opticians who are part of a collaborative care team can provide quicker referrals when patients need immediate attention from an optometrist. This established relationship within the practice allows for faster diagnosis and treatment, potentially reducing patient discomfort and improving outcomes.

Professional Growth and Learning:

Continuous Education

A collaborative environment provides ongoing learning opportunities for both optometrists and opticians. Optometrists can stay updated on the latest lens technologies and fitting techniques from their optician colleagues, while opticians can deepen their understanding of eye health and vision science. This mutual exchange of knowledge enhances the overall expertise of the practice.

Specialization and Niche Development

By working together, optometrists and opticians can develop specialized services that set their practice apart. For example, an optician with expertise in complex fittings or specialty lenses can complement an optometrist’s clinical skills, allowing the practice to offer unique solutions to patients with challenging vision needs.

Business Benefits:

Increased Practice Efficiency

The merging of optometric and optical services under one roof creates significant savings on overhead costs and improves operational efficiencies. Administrative staff can be shared, and cross-training becomes possible, leading to a more flexible and resilient practice structure.

Expanded Patient Base

A collaborative practice can attract a wider range of patients. Optometrists can focus on building relationships with patients requiring medical eye care, while opticians can excel in serving those primarily interested in eyewear and fashion. This diversification can lead to increased patient retention and word-of-mouth referrals.

Competitive Advantage

Independent optometric practices that incorporate skilled opticians can better compete with corporate eye care providers. The combination of personalized care, medical expertise, and optical knowledge creates a compelling value proposition for patients seeking comprehensive eye care services.

Implementing Successful Collaboration:

Clear Role Definition

For a collaborative practice to thrive, it’s essential to clearly define the roles and responsibilities of each team member. Optometrists should focus on areas requiring their specific medical training, while opticians should be empowered to manage optical dispensing and related services.

Effective Communication

Open and frequent communication between optometrists and opticians is crucial. Regular team meetings, in-office communication systems, shared patient management systems, and a culture of mutual respect foster an environment where collaboration can flourish.

Shared Vision and Goals

Aligning the practice’s vision and goals ensures that both optometrists and opticians are working towards the same objectives. This shared purpose can drive innovation, improve patient care, and contribute to the overall success of the practice.

Future of Optometrist-Optician Collaboration

As the eye care industry continues to evolve, the collaboration between optometrists and opticians is likely to become even more critical. Advances in technology, changing patient expectations, and the increasing complexity of eye care services will require a

team-based approach to deliver the highest quality of care.

By embracing this collaborative model, optometrists can create practices that are not only more efficient and profitable but also better equipped to meet the diverse needs of their patients. The synergy between optometrists and opticians represents a forward-thinking approach to eye care that benefits professionals and patients alike.

 

 

 

 

2024 Trevor Miranda

DR. TREVOR MIRANDA

Dr. Miranda is a partner in a multi-doctor, five-location practice on Vancouver Island.

He is a strong advocate for true Independent Optometry.

As a serial entrepreneur, Trevor is constantly testing different patient care and business models at his various locations. Many of these have turned out to be quite successful, to the point where many of his colleagues have adopted them into their own practices. His latest project is the Optometry Unleashed podcast.


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Revenue RX Optical Wins Podcast

In business, movement beats meditation. Here’s why doing something—even imperfectly—matters more than waiting for the perfect plan.

Hey, it’s Joe Mireault—and this episode of Revenue Rx is a reality check.

You’ve heard me say it before: success in optical retail isn’t just about what you know. It’s about what you do. And this time, we’re going deep on a topic that holds way too many optical business owners back—inaction.

I’ve seen it play out over and over again: someone opens an optical shop with all the right intentions, solid training, maybe even a few bold ideas. But then… nothing. They wait. They hesitate. They keep tweaking their plan, hoping for the perfect moment to launch a campaign, try a new window display, or rework their pricing strategy.

Here’s the brutal truth: the perfect plan doesn’t exist. And the longer you wait for one, the more opportunities you miss.

 

The Myth of “Ready”

When I launched my first store, I didn’t have all the answers. I didn’t have an MBA. I didn’t even have experience in retail when I got started. What I did have was a willingness to try things. Sometimes I failed. Often, I learned. But always—I moved.

And that’s the point of this episode. If you’re stuck waiting for conditions to improve or for inspiration to strike, you’re going to be waiting a long time. Meanwhile, someone else in your market is testing ideas, adjusting, and gaining ground.

 

You Don’t Need to Know Everything

I dive into the psychological side of business hesitation in this episode. For many of us—especially professionals in optometry or healthcare—we’re trained to value precision, certainty, and correctness. That’s great in the exam room. But in the business world? Done is better than perfect.

You don’t need a 40-page strategy to make progress. You need a next step. And the courage to take it.

 

Why Action Unlocks Clarity

One of the biggest myths in business is that clarity comes before action. In reality, clarity comes from action.

When you try something—whether it’s a promotion, a referral program, a new display—you generate data. You observe customer response. You gain feedback. And suddenly, the fog lifts.

In this episode, I share a few examples from my own journey, including the small but impactful moves that turned into major wins. Not all of them were revolutionary. Some were as simple as rearranging a window display or handing out branded coffee holders. But they sparked momentum. They told the community, “Hey, we’re alive. We’re evolving.”

 

Real Business, Real Momentum

You don’t need to swing for the fences with every initiative. In fact, many of my most effective changes came from low-cost, low-risk, quick-win actions. Things like:

  • Partnering with a local business for co-branded visibility
  • Changing how I acknowledged returning customers
  • Adjusting merchandising for better traffic flow
  • Offering a small, unexpected “thank you” gift at pickup

Each of these moved the needle a bit. And they gave me confidence. More importantly, they gave my customers a reason to take notice—and take action themselves.

 

Start Small—but Start

Here’s your call to action: If you’ve been sitting on an idea, launch it. If your store’s been coasting, shake things up. If your to-do list has grown stale, pick one thing and finish it this week.

In this episode, I give a few practical “starter actions” that require almost no budget but can create momentum immediately. They’re field-tested by me—and they work.

This isn’t about hustle culture or grinding 24/7. It’s about understanding a key truth in retail: customers can’t respond to ideas you never execute.

 

🎧 Tune In Now

Listen to Episode 18 of Revenue Rx if you’re ready to break the cycle of waiting and start building the business you know is possible.

Remember: movement breeds momentum. And in the retail world, that might just be your competitive edge.

Because standing still? That’s the most expensive choice of all.

 

 

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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Optometry Cybersecurity tips

Optometry clinics are increasingly relying on Electronic Medical Records (EMRs) to manage all aspects of patient data—from scheduling appointments and processing payments to storing sensitive health information. While this digital transformation brings convenience and efficiency, it also introduces real risks if data is not properly protected from cyber threats.

Cybersecurity may sound technical, but at its core, it’s about keeping patient health information private and secure. Just as physical files are locked in a cabinet, digital records must be protected from hackers, accidental leaks, or unauthorized access by employees.

Protecting patients’ information is not only a legal requirement but an ethical responsibility. In Canada, optometrists must comply with privacy laws that govern the handling of Personal Health Information (PHI).

Understanding Your Legal Responsibilities

The federal privacy law, the Personal Information Protection and Electronic Documents Act (PIPEDA), applies to most private-sector businesses, including optometry clinics that collect and store PHI. Clinics are required to:
• Obtain consent when collecting, using, or disclosing patient information
• Use and store patient data only for legitimate healthcare purposes
• Take reasonable steps to protect data from theft, loss, or unauthorized access
• Respond quickly to breaches and inform affected individuals

In addition to PIPEDA, certain provinces—such as Alberta, British Columbia, and Quebec—have adopted their own privacy laws that align with federal standards. Other provinces, including Ontario, New Brunswick, Nova Scotia, and Newfoundland and Labrador, also have similar legislation. For example, in Ontario, clinics must comply with the Personal Health Information Protection Act (PHIPA). Failure to follow these laws can lead to fines, legal consequences, and reputational harm.

Choose an EMR That Meets Canadian Privacy Standards

Not all optometry Electronic Medical Record (EMR) systems are created with Canadian privacy laws in mind. It is essential to ensure that the software in use meets PIPEDA-compliant standards.

Ask the following questions:

  • Where is the data stored? PIPEDA recommends that PHI be stored within Canada.
  • Is the data encrypted? Data should be unreadable if stolen.
  • Can staff access be limited by role?
  • Does the system maintain an audit trail (logs of who accessed or edited records)?
Control Staff Access with Role-Based Permissions

EMRs should be configured so that each staff member only sees what they need to perform their job. This is called Role-Based Access Control (RBAC).
For example:
• Front desk staff can book appointments but shouldn’t access clinical test results.
• Technicians may view imaging files but not billing information.

Limiting access protects patient data and makes it easier to review audit logs for unusual activity.

Regularly Monitor EMR Access Logs

Your EMR software should track logins, file access, and changes made to records. Audit logs help detect suspicious activity such as:
• Repeated failed login attempts
• Logins during off-hours
• Employees accessing records without a legitimate reason

Review these logs at least monthly to catch problems early.

Back Up Your Data—And Test It

Even with strong security, disasters can happen: hardware failures, ransomware attacks, or human error. Backups are essential.

Backups should be:
• Performed daily
• Stored securely in Canada (cloud or off-site)
• Tested regularly to ensure quick restoration

An untested backup is nearly as risky as no backup at all.

Train Your Team to Avoid Cyber Risks

Most cybersecurity incidents stem from human error. Mistakes like clicking malicious links, sharing weak passwords, or emailing PHI to the wrong recipient can lead to serious breaches.

All staff should receive annual cyber safety training covering:

  • How to identify phishing and suspicious emails
  • Safe handling of emails and messages containing PHI
  • Strong passwords, Multi-Factor Authentication (MFA), and avoiding reused credentials
  • Importance of logging out of EMRs when not in use
  • How to report suspicious activity or data breaches
Cybersecurity: A Shared Responsibility

Cybersecurity doesn’t have to be complicated—it’s about protecting your patients and your clinic. By following basic best practices, you can ensure compliance with privacy laws and maintain trust with your patients.

Here’s a quick checklist:
☑ Use PIPEDA-compliant EMR software
☑ Limit access based on job roles
☑ Track who is accessing the EMR
☑ Back up and test data regularly
☑ Train users annually on cybersecurity basics

Maryam Moharib

Maryam Moharib, BOptom, BHSc, CSPO, CAPM

Maryam holds degrees in Health Sciences from the University of Ottawa and in Optometry from Anglia Ruskin University in Cambridge, England. She has dedicated many years to working alongside ophthalmologists in refractive surgical clinics, where she gained significant experience in clinical training and in EMR implementation for various software platforms.

Maryam has also worked as a certified product owner with an EMR software company where she played a key role in effectively bridging the gap between clinical needs and technology. Additionally, her certification in project management from the Project Management Institute has equipped her with the skills to lead implementation and transformative clinic projects successfully.


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