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​​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
parryt@rogers.com
MBA CPA

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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
SwipeIt
MBA CPA

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“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
mike@michaelsonick.com
Michael Sonick on Instagram @drmsonick
Michael Sonick on Facebook
Michael Sonick on LinkedIn
MBA CPA

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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
Know Honesty
Grace Gavin on LinkedIn
Free Resource: The Pursuit of Honesty Assessment
MBA CPA

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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!
MBA CPA

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Today’s guest, Beau Atkins, founder of Evolve Family Law, and I agree—billing by the hour is bull****. The outdated model of charging by the hour? Dead. May 2020 marked the end of that nonsense for Beau’s firm.

Law firms have long resisted the entrepreneurial mindset, clinging to archaic structures instead of operating like the best-run businesses. But here’s the truth: clients aren’t buying your time. They’re seeking certainty, peace of mind, and solutions.

At Evolve Family Law, Beau has built something different—quite possibly the only law office in the world using value-based pricing with payment plans. Instead of justifying price by the clock, he factors in experience, the local economy, and client needs, creating a sliding-scale pricing model that actually makes sense.

And let’s stop using the F-word (fee). Price isn’t just a charge—it’s an investment. Clients deserve the power to make informed decisions about that investment, just like in any other industry.

When you see a flaw in the model, you change it. Beau’s mindset isn’t just for lawyers—whether you’re an accountant, shop owner, or consultant, look beyond your industry. Learn from the best entrepreneurs and apply those principles to your own business.

If you need family law assistance, reach out to Beau Atkins at Evolve Family Law.

What’s Inside:

• Why billing by the hour has to die.
• An “Evolved” value-based pricing for law.
• Empowering clients to assess risk on investment.
• Looking to outside industries to improve your business.

Mentioned In This Episode:

Evolve Family Law
Beau Atkins on LinkedIn
MBA CPA

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In this follow-up conversation with Krista Clive-Smith, we dive deeper into personal branding and its critical role in shaping your life and career. If you missed Part 1 (Episode 18), we recommend starting there, where we introduced two foundational frameworks, The Triangle and The Model.

Krista highlights that personal branding is the business model of the future. It’s your ultimate competitive advantage—something nobody else can duplicate. Your unique essence, experiences, and purpose form the cornerstone of this strategy.

Krista walks us through a powerful Venn diagram with four intersecting circles: Innate qualities, Learned skills, Life experiences & adversity, and finally Desires & calling. At the very center, these align to reveal your pathway to Purpose. Krista encourages you to explore your intuition, trust your hunches, and take small but meaningful risks. The changes might not be drastic—often, they’re small shifts that create a big impact over time.

Krista reframes the concept of a career, reminding us that it’s not just a job—it’s the body of work you create throughout your lifetime. She challenges us to align (and realign) our life choices to reflect the season we’re in and the life we want to lead.

Krista emphasizes the importance of answering three questions to shape your personal brand and career path:

1. What life do you want to lead?
2. What business do you want to be in?
3. Who do you want to serve?

The first two questions are deeply interconnected, continually reflecting and influencing one another. As for the third, Krista suggests that the people you’re meant to serve are often a former version of yourself—someone who needs what you’ve learned along your journey.

Personal branding isn’t just about what you do; it’s about who you are and how you can create a meaningful impact in the world. Step into your purpose with courage, align your work with your calling, and watch your life and career transform.

What’s Inside:

• What is the business model of the future?
• The competitive advantage of the unique YOU!
• A venn diagram toward purpose.
• Three critical questions of alignment.

Mentioned In This Episode:
Krista Clive-Smith
MBA CPA

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Maximizing your PR visibility is all about leveraging on-screen opportunities to tell your story effectively—and Kerry Barrett is here to help you master it. With over 20 years in the news industry, from small-town Texas to big city NYC, Kerry has the on-camera experience. She breaks down the difference between advertising, where you “pay to play,” and PR, which is about earning media publicity through your expertise. In this exploratory meeting, Kerry breaks down the essentials of using on-camera PR to your advantage.

One of the biggest obstacles entrepreneurs face in PR is crafting a pitch that resonates. Many pitches fall flat because they’re framed from a marketing perspective rather than a news angle. The key, Kerry explains, is to focus less on yourself and more on what value you bring to the audience. It’s about telling the story behind what you’re trying to accomplish and framing your pitch in a way that grabs attention. Thoughtful interview preparation—complete with layered answers, impactful sound bites, and a clear focus on three main takeaways—makes all the difference.

Kerry also emphasizes the importance of adaptability. The interviewer likely isn’t an expert in your field, so it’s up to you to steer the conversation. Pivot questions as needed and avoid overwhelming the audience with information. Instead, highlight your three core points, ensuring your audience walks away with the message you want to deliver. For more personalized training, Kerry offers a one-on-one video coaching course. Reach out to her on LinkedIn to get started!

What’s Inside:

• How to maximize your PR visibility.
• What’s the difference between advertising and PR?
• How to effectively pitch a PR opportunity.
• How to pivot questions for your best interview yet.
• The rule of 3 when it comes to sharing information with an audience.

Mentioned In This Episode:

kerry@Kerrybarrett.com
Kerry Barret on LinkedIn
Kerry Barrett on Instagram
MBA CPA