Empower Your Practice Free CE Series

Three 1-hour COPE accredited courses starting April 9.

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

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

👉 Click HERE to view full details and register now!

🔎 Course Lineup

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

April 9, 2025 8:30 PM EDT

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

Myopia Management in Clinical Practice

April 23, 2025 8:30 PM EDT

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

Leading Change: The Human Side of Practice Transformation

May 14, 2025 8:30 PM EDT

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

Why Attend?

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

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

👉 Click HERE to view full details and register now!

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

 


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Country of Origin Survey of Canadian ECPs

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

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

Who Responded?

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

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

Key Findings from the Survey

Limited Information on Country of Origin

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

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

This lack of transparency was reflected in participant comments:

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

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

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

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

Preference for Canadian-Sourced Products

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

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

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

“More Canadian products will be WELL RECEIVED :)”

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

Would ECPs Switch to Canadian Alternatives?

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

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

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

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

Are Patients Asking About Country of Origin?

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

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

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

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

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

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

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

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

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

What Should ECPs Ask Their Suppliers?

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

🔍 For Ophthalmic Lenses:

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

🛠️ For Finished Jobs from Labs:

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

👓 For Frames:

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

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

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

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

Final Thoughts

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

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

Stay Tuned for More Insights!

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


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ECBC Roxanne Arnal CFP article on scams and fraud

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

  1. Is the content unexpected?

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

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

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

  1. But it’s really urgent!

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

An ounce of prevention is worth a pound of cure!

  1. Wow, you must really like me.

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

  1. Do you really need that?

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

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

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

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

  1. Is the sender for real?

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

Messages sprinkled with typos and grammatical errors are red flags.

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

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

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

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

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

  1. Beware of No Risk and High Return Investments

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

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

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

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

Conclusion

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

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

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

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

ROXANNE ARNAL,

Optometrist and Certified Financial Planner

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

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

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


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Revenue RX podcasts

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

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

Listen to this episode now
Listen to this episode now

Selling What Customers Want vs. What They Need

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

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

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

 

How to Discover the Customer’s Want

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

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

This approach does two things:

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

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

 

The Role of Image in Optical Retail

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

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

 

The Difference Between Customer Service and Serving the Customer

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

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

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

 

How to Build Lasting Customer Loyalty

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

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

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

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

 

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

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

Inspiration, not manipulation, breeds long-term success.

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

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

 

Final Thoughts: The Revenue RX Formula for Customer Connection

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

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

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

Joseph Mireault

Joseph Mireault

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

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

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

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

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

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


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NextGenOD podcast

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

Episode Highlights:

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

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

Special Guest:

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

Your Hosts:

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

Future Focus is proudly sponsored by OSI Group.

OSI Group

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


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


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Revenue RX podcasts

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

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

The Power of Listening in Sales

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

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

 

How Small Talk Can Make or Break a Sale

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

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

 

Reading Your Customer: The First Step to Better Communication

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

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

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

 

Why Optical Retail is About Image, Not Just Vision

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

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

 

Making People Feel Special: The Secret to Loyalty and Referrals

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

Some easy ways to do this:

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

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

 

Tune In to Learn More!

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

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

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

 

Joseph Mireault

Joseph Mireault

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

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

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

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

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

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


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Optometric Practice Management Systems

Understanding State of Practice Management Systems in Canadian Optometry   

In a recent independent survey of 167 Eye Care Professionals (ECPs) across Canada, Eye Care Business Canada asked users of the leading Practice Management Systems (PMS) to rate their awareness of and experience with the leading Canadian PMS brands.

The online study was conducted in February 2025 targeting optometric practice owners, managers, and system users in an optometric practice setting. Respondents were proportionally represented across all regions of Canada, ensuring a broad national perspective. The survey was conducted in English only.

Independent optometric practices represented 87% of all respondents, of which 4% operated in more than five locations.

Among many usage and attitude questions, the survey also measured Net Promoter Score (NPS), a widely used marketing research method to measure client satisfaction with a product or service based on the simple question: “How likely are you to recommend this service to a friend or colleague?”

A positive NPS (above 0) suggests that a system has more loyal advocates than detractors, while a negative NPS (below 0) indicates that dissatisfaction outweighs enthusiasm.

The results were striking: the aggregate NPS for all systems combined was negative 14, signaling widespread dissatisfaction with the software solutions designed to support eye care practices.

The study also explored the key factors influencing PMS selection, providing deeper insight into what optometric professionals value in their software solutions.

A Troubling Industry Trend
Of the ten Practice Management Systems reviewed, only two  had a positive NPS—meaning a majority of their users were satisfied and were more likely to recommend them. The remaining had negative scores, contributing to the overall industry-wide negative 14 NPS.

This finding suggests that most ECPs have some level of dissatisfaction with their PMS software. Given that these systems are integral to managing scheduling, billing, inventory, and patient records, the apparent frustration signals significant gaps in user experience, functionality, or support.

Implications for ECPs
The negative Net Promoter Scores might partly stem from user frustration with learning curves or resistance to switching systems, rather than the actual quality of the software.

Nevertheless, for Optometric Professionals, these results highlight the ongoing struggle to find a reliable, efficient Practice Management System. If the majority of available PMS solutions are receiving negative feedback, it means many practices are either settling for suboptimal systems or constantly searching for better alternatives.

What can ECPs do?

  • Advocate for change: Provide feedback directly to your PMS providers. The more users voice their concerns, the more likely companies are to implement change.
  • Leverage training resources: Some dissatisfaction may stem from underutilization. Ensuring staff are well-trained on system features can improve efficiency.
  • Evaluate alternatives carefully: If your current PMS is hindering practice workflow, assess other options that might better suit your practice’s needs.
  • Engage with peers: Networking with other ECPs can help identify which systems are performing better in real-world settings.

What This Means for PMS Providers?

For developers, managers, and owners of PMS platforms, these results should be a wake-up call. A negative NPS suggests that many users feel their systems fall short of meeting expectations. To improve satisfaction and customer loyalty, PMS providers should focus on:

  1. User Experience & Interface Improvements: Many PMS platforms may feel outdated, clunky, or difficult to navigate. Investing in modern, intuitive user interfaces can significantly enhance satisfaction.
  2. Customization & Flexibility: Practices vary in their needs, and rigid, one-size-fits-all solutions can frustrate users. Providing more customization options can help users tailor the system to their specific workflows.
  3. Integration & Compatibility: ECPs often rely on multiple software tools. Seamless integration with electronic medical records (EMR), insurance providers, diagnostic equipment, and patient communication tools is critical.
  4. Customer Support & Training: Even the best systems can be frustrating if users don’t receive adequate training or timely support. Improving customer service, offering live training, and enhancing self-help resources can help reduce frustration.
  5. Performance & Reliability: System crashes, slow response times, and glitches lead to lost time and productivity. Providers should invest in system stability, faster load times, and mobile-friendly features to enhance efficiency.
  6. Listening to Users: Gathering continuous feedback from users and addressing their concerns can help PMS providers proactively resolve pain points and develop solutions that truly support ECPs.

 The Future of PMS in Eye Care

The overall NPS for Practice Management Systems in Canada signals an industry-wide opportunity for improvement. ECPs need systems that streamline their practice management, not create additional frustration.

PMS providers who take proactive steps to address usability, integration, and customer support could position themselves ahead of the competition —and perhaps even achieve a positive NPS in the future.

As technology continues to evolve, so too should the tools that support modern eye care practices. The question is: which PMS providers will listen and rise to the challenge?

This survey was funded by an unrestricted marketing research grant by OCUCO Canada.


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Revenue RX podcasts

Optometrists dedicate years to mastering eye care, diagnosing vision issues, and improving patient outcomes. But when it comes to running a successful optical business, reality bites—because clinical expertise alone isn’t enough. The truth is, most optometrists aren’t trained in business, marketing, or sales, yet the financial success of their practice often hinges on these very skills.

 

In this episode of Revenue RX: Optical Retail Wins, I dive into the fundamental dilemma facing many optometrists: balancing professional eye care with the realities of retail. I share my own journey of transitioning from optical retail into a full-service optometric practice and how I uncovered the key to increasing profitability—by embracing the service process over the fear of selling.

https://www.revenuerx-opticalretailwins.com/the-optometrist-dilemma-reality-bites/

 

Why I Brought an Optometrist Into My Business

I wasn’t always in the optometric business. My first store was purely an optical retail operation, with eye exams outsourced to a neighboring optometrist. It was a simple, straightforward arrangement—until I walked into that very clinic for my own eye exam and was charged full price despite referring dozens of patients each month. That moment was a wake-up call. If I was sending patients next door, why wasn’t I keeping them in-house?

 

So, I did what any entrepreneur would do—I found a way to take control. A storage room in my store became the perfect location for a fully functional exam lane. I worked with an equipment sales rep, set up a lease-to-own agreement, and soon had an OD working three days a week. Over time, I expanded to five days, ensuring a consistent flow of patient exams—without handing my business over to someone else.

 

But that was only the beginning.

 

The Optometrist’s Role in Retail: A Reality Check

Let’s be honest—most optometrists don’t like the word sales. It feels uncomfortable, almost taboo. But here’s the reality: if you own an optical dispensary, you’re in retail. Your practice doesn’t thrive on exams alone. The real money—often a 5:1 revenue ratio compared to exam fees—comes from the dispensary.

 

Yet, many optometrists still see their role as separate from the sales process. The truth? You are the quarterback of the entire patient experience. Your job doesn’t end when the patient leaves the exam room—it extends into the dispensary, where trust built during the exam needs to be seamlessly handed off to the team responsible for filling their prescription.

 

A common misconception is that loyalty comes from the exam experience. But here’s the reality: customer retention is driven by their buying experience, not just their eye exam. Patients return to a practice because of how they felt when choosing their eyewear—not just because they received a prescription. The question is: Are you actively influencing this part of the journey?

 

Reframing the Optometrist’s Role: The Service Process

If the words sales and selling make you cringe, let’s shift the mindset. Instead of seeing it as a sales process, think of it as a service process. Your role as an OD isn’t to push products—it’s to guide your patients through a seamless experience that extends from the exam chair to the dispensary.

 

Here’s how optometrists can naturally and ethically enhance dispensary sales without feeling like salespeople:

 

Educate, Don’t Sell – Instead of focusing solely on the prescription, take a moment to discuss lens options, coatings, or frame styles that would best suit the patient’s lifestyle. When recommendations come from you—the trusted doctor—patients are far more likely to follow through.

 

Hand Off with Purpose – Instead of a generic “Someone will help you out front,” make an intentional recommendation. Something as simple as: “I’ve recommended anti-fatigue lenses for you, and my team will walk you through the best options for your lifestyle” can transform the buying experience.

 

Create an Emotional Connection – The exam room is all about need-based solutions, but the dispensary is about wants. Patients don’t just buy glasses—they buy how they feel wearing them. Use your influence to bridge the gap between need and desire.

 

Reduce Patient Leakage – By reinforcing the importance of proper eyewear and seamlessly transitioning the patient into the dispensary experience, optometrists can significantly reduce the number of patients who take their prescriptions elsewhere.

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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Buy Canadian

Share your insights in our Optical Industry Survey for a chance to win a $25 e-gift card. 

Canadian consumers are increasingly prioritizing buying Canadian, driven by economic and political factors, including the potential for trade tariffs on Canadian exports. 

But how does this trend impact eye care professionals and their purchasing decisions for ophthalmic lenses, eyewear frames, and finished jobs from optical labs?

EyeCare Business Canada wants to hear from Optometrists, Opticians, and other eye care professionals about their awareness of where their products come from and whether country of origin plays a role in their choices.

This quick 3 minute survey explores:

Awareness—Do you know where your lenses and frames are manufactured?
Buying Behavior—Would Canadian sourcing influence your decisions?
Canadian Value Add—Do you consider products designed or finished in Canada as “Canadian”?
Consumer Trends—Are your patients asking about country of origin?

Your insights will help shape the conversation around Canadian-made optical products.

📢 Take the survey now!  

Your responses are completely anonymous, and as a thank you, participants can opt-in to receive a summary of the results as well as a chance at the $25 gift card. 

 


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NextGenOD podcast

This episode, hosts Dr. Amrit Bilkhu and Alexa Hecht dive deep into the inspiring career journey of Dr. Sandra Chiu, who made the bold transition from corporate optometry to owning and expanding a private practice in a small-town setting. Dr. Chiu’s path offers invaluable insights into embracing change, tackling challenges, and finding professional fulfillment in unexpected places.

Episode Highlights:

  • Corporate to Private Practice: Dr. Chiu shares the pivotal moments that led her to leave a corporate optometry setting and invest in her own practice.
  • Navigating the Pandemic: How COVID-19 reshaped her career perspective and prompted her to make life-changing decisions.
  • Insights on Practice Ownership: From the steep learning curve of optical dispensing to managing staff turnover, Dr. Chiu discusses the highs and lows of becoming a practice owner.
  • Expansion Plans: Get the inside scoop on her upcoming practice renovations, rebranding, and the ambitious goal of managing two locations.
  • Advice for New Grads: Dr. Chiu offers practical tips for managing student loans, evaluating job opportunities, and keeping an open mind about rural optometry.

Listen now to gain valuable insights into whether an independent practice outside the big city could be the right path for your optometry career!

Special Guest:

  • Sandra Chiu, OD, is a NECO graduate and valedictorian of the class of 2014. She currently owns Lake Views Eyecare in Port Elgin, Ontario, where she continues to build a thriving private practice. A passionate mentor, Dr. Chiu actively supports students and new grads, sharing her wisdom and experience in practice ownership. For mentorship opportunities or to connect with Dr. Sandra Chiu, visit her practice’s Instagram: @lakeviewseyecare or email her at info@DrSandraChiu.com.

Your Hosts:

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

Future Focus is proudly sponsored by OSI Group.

OSI Group

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


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