The MBA Way

EP 28: Minimizing Taxes and Maximizing Entrepreneurial Freedom with Trevor Parry

Send a text [https://www.buzzsprout.com/twilio/text_messages/2311278/open_sms] Trevor Parry is a lawyer, father, and unapologetic patriot who helps entrepreneurs and professionals minimize taxes and navigate financial complexity. Grounded in a strong belief in limiting government overreach, Trevor provides strategic guidance and select financial solutions that empower clients to grow, protect, and preserve their wealth. He brings an objective, battlefield-level perspective to each situation—working alongside existing teams to answer key questions: What can I do? What can’t I do? What’s the risk? With clarity and precision, he helps clients face complexity head-on. Trevor also speaks openly about the troubling direction of Canada’s political landscape. Drawing from the allegory of Leviathan, he warns of increasing state control disguised as security—something he believes is pushing businesses and families to leave Canada, many never to return. At the core of Trevor’s work is a belief that we must shift the narrative: it’s time to celebrate success, embrace growth, and champion those who create value in the world. What’s Inside: * The allegory of Leviathan * Minimizing taxes and maximizing entrepreneurial freedom * A look at the political landscape in Canada and its effects on entrepreneurs Mentioned In This Episode:  Trevor Parry [https://trevorparry.com/] parryt@rogers.com [parryt@rogers.com] MBA CPA [http://www.mbacpa.ca]

EP 27: Increase Revenue & Customer Loyalty With Gift Cards with Larry Rubin

Send a text [https://www.buzzsprout.com/twilio/text_messages/2311278/open_sms] Larry Rubin, known as "The Gift Card Guy," saw a market being overlooked—small, independent businesses lacked the tools and guidance to create effective gift and loyalty programs. That’s why he founded Swipe It, a company dedicated to helping mom-and-pop shops implement customized gift card solutions with as few as 100 cards to start. Originally launched as an off-campus meal plan card, Swipe It evolved into a powerful technology platform that allows restaurants and retailers to create their own branded gift cards. Business owners benefit in multiple ways—gift cards drive upfront revenue, and since nearly 30% of them go unredeemed, they create pure profit. Even better, when customers do redeem them, 61% spend more than the card’s value—an average of $31.75 extra. Swipe It’s system also simplifies tracking, helping businesses monitor sold, redeemed, donated, and promotional gift cards with ease. Additionally, local Chamber of Commerce gift card programs, supported by Swipe It, boost small businesses by keeping spending within the community. The key takeaway? A gift card isn’t just a convenience—it’s a powerful business tool.  Be sure to listen to the end for Larry’s awesome tip for a business card that not only leaves a lasting impression but also drives revenue. What’s Inside: * The creation of gift cards for small merchants. * The power of a gift card program for small businesses * A one-stop shop for creation, sale, and tracking for your gift card needs. Mentioned In This Episode: Larry Rubin on LinkedIn [https://www.linkedin.com/in/larry-rubin-6b74157/] SwipeIt [https://swipeit.com/] MBA CPA [http://www.mbacpa.ca]

EP 26: Treating People Not Patients with Michael Sonick

Send a text [https://www.buzzsprout.com/twilio/text_messages/2311278/open_sms] “The most important part of my practice is how I relate to the people I serve.” Guest, Dr. Michael Sonick, is not only a globally recognized expert in dental implantology and periodontology—he’s also the author of Treating People, Not Patients. This groundbreaking book isn’t just for dental or medical professionals; it’s for anyone in the service industry who wants to elevate the way they connect with others. Dr. Sonick emphasizes a truth often overlooked: social and interpersonal skills are critical to healing and success. “When people feel better, they heal better,” he explains. It’s not about rushing to serve more people faster—it’s about delivering quality care with genuine connection and building lifelong relationships, not just transactions. Too often, care is limited by fear-based barriers—lack of access to doctors, impersonal service, or rigid systems. Dr. Sonick believes that true professionals work to break down these walls by embracing authenticity and connection. It’s not about having all the answers, but about being real, approachable, and willing to meet people where they are. By creating understanding and trust, service providers can bring clients into their world and make them feel valued, supported, and informed. So, how do you build a standout, people-first business? Dr. Sonick walks through his proven system—from the power of referrals to the impression your website and phone calls make, down to the smallest details of your office environment. Pro tips? Clean your office every day. Have clean, well-presented staff in matching uniforms. Remove potential issues before they arise—because the first impression sets the tone, and you are the habits you display. What’s Inside: * The power of people skills. * Refining the details that build a first impression. * The importance of connection and vulnerability. Mentioned In This Episode:  Michael Sonick [https://www.michaelsonick.com/] mike@michaelsonick.com [mike@michaelsonick.com] Michael Sonick on Instagram @drmsonick [https://www.instagram.com/drmsonick/] Michael Sonick on Facebook [https://www.facebook.com/drmsonick/] Michael Sonick on LinkedIn [https://www.linkedin.com/in/mikesonick/] MBA CPA [http://www.mbacpa.ca]

EP 25: How To Increase Staff Productivity By 4.6X with Grace Gavin

Send a text [https://www.buzzsprout.com/twilio/text_messages/2311278/open_sms] In this episode, we sit down with Grace Gavin, co-founder of Know Honesty, to explore the power of open and honest communication in the workplace. When employees feel heard and respected, they are 4.6 times more productive—but fostering this culture requires more than just listening. Grace unpacks the nature of power dynamics in leadership and why many companies struggle to implement proven systems. She shares how organizations can move from low-honesty-low-openness to a culture of high-honesty-high-openness, emphasizing that leaders must go first in creating this shift. We also dive into Know Honesty’s six-practice framework, covering: * Assessment – Understanding your communication baseline * Fake You – The persona you present vs. your true self * The Wall – The barriers blocking real conversations * The Agreement – Establishing communication boundaries * The Still – Building self-awareness through reflection * Your Pursuit – Gaining clarity on what you truly want Plus, Grace shares a personal and vulnerable story that shaped her approach to honesty. Check out the free honesty assessment below and don’t miss this insightful conversation! What’s Inside: * What is the mission behind Know Honesty? * How can an open and honest workplace increase productivity? * 6 process framework for the pursuit of honesty. Mentioned In This Episode:  grace@knowhonesty.com [grace@knowhonesty.com]Know Honesty [http://knowhonesty.com/]Grace Gavin on LinkedIn [https://www.linkedin.com/in/grace-gavin/] Free Resource: The Pursuit of Honesty Assessment [https://knowhonesty.com/assessment/] MBA CPA [http://www.mbacpa.ca]

EP 24: How To Disaster-Proof Your Family Legacy with Sandy Pollack

Send a text [https://www.buzzsprout.com/twilio/text_messages/2311278/open_sms] This is one thing in life that is an absolute certainty: death. So how you leave your business, assets, and responsibilities behind matters. Sandy Pollack, CFP, CLU, TEP, FEA, MFA-P, is akin to the MBA Way with her collaborative, comprehensive approach to Estate Planning.  Without a plan, your loved ones could be left with unnecessary headaches, legal battles, and financial chaos. The key to disaster-proofing your legacy is intentionality. Your wealth should serve your lifetime and be strategically put to use after you're gone. Open communication with your family about inheritance is crucial—silence often leads to the “lottery crisis," disputes, resentment, and estate litigation that benefits lawyers more than your beneficiaries. Work with collaborative professionals who can guide you through a seamless planning process. Estate planning is not a one-time event but a living, breathing process that evolves with your life. Whether it’s structuring your business, setting up trusts, or having honest conversations with your heirs, every step you take today ensures a smoother future for your family. Don’t Leave a Mess provides actionable steps and exercises to help you take control. Don’t wait until retirement—start today! Your legacy should be a gift, not a burden. What’s Inside: * Why is Estate Planning important? * What happens when you don't prepare and plan? * When should you start planning your estate? Mentioned In This Episode:  Don’t Leave a Mess! [http://www.dontleaveamess.ca] MBA CPA [http://www.mbacpa.ca]