The MBA Way

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The MBA Way

Erik Solbakken, BA, CA, CPA

28 episodes

6 months ago

Send us a text 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 ...

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Entrepreneurship

All content for The MBA Way is the property of Erik Solbakken, BA, CA, CPA and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Send us a text 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 ...

Show more...

Entrepreneurship

Episodes (20/28)

The MBA Way

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

Send us a text 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 ...

6 months ago

38 minutes

The MBA Way

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

Send us a text 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 t...

6 months ago

32 minutes

The MBA Way

EP 26: Treating People Not Patients with Michael Sonick

Send us a text “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 interperso...

7 months ago

37 minutes

The MBA Way

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

Send us a text 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 cultur...

7 months ago

55 minutes

The MBA Way

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

Send us a text 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 lif...

8 months ago

38 minutes

The MBA Way

EP 23: "Evolving" The Legal Profession with Beau Atkins

Send us a text 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 La...

8 months ago

37 minutes

The MBA Way

EP 22: Personal Branding (Part 2): The Business Model Of The Future with Krista Clive-Smith

Send us a text 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, experienc...

9 months ago

42 minutes

The MBA Way

EP 21: Maximize Your PR Visibility with Kerry Barrett

Send us a text 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 essential...

9 months ago

38 minutes

The MBA Way

EP 20: Control & Compound Your Money with Darren Mitchell

Send us a text Darren Mitchell of Control and Compound breaks down life insurance facts you didn’t even know were available—insights you can use to build your wealth. To become truly wealthy, you need to invest in yourself, your business, and your real estate. When you’re not investing, you’re giving up control of your money to the bank. Life insurance has two components: the death benefit and the cash value. By lowering the death benefit, you can raise the cash value, creating a powerful fin...

10 months ago

45 minutes

The MBA Way

EP 19: 3 Keys To Entrepreneurial Success with Paul Aemisegeo

Send us a text Paul Aemisegeo’s journey to founding Payroll Mart is a testament to entrepreneurial grit and vision. Just after college, Paul discovered he "didn’t fit the ADP mold," a realization that led him to a successful path in benefits and insurance. This experience gave him invaluable insights into the payroll industry, highlighting key challenges: the lack of personalized solutions for clients and the transactional approach of salespeople focused solely on closing deals. Paul’s deep u...

11 months ago

42 minutes

The MBA Way

EP 18: Personal Branding as Your Business Superpower with Krista Clive-Smith

Send us a text Guest, friend, and inspiring human Krista Clive-Smith breaks down the power of personal branding in today's episode. Personal branding, she explains, is not about ego; it's about aligning your authentic self and personal story, distinct from your business ventures and organizations. Krista introduces the "Personal Branding Triangle," which outlines the three core principles of a personal brand which are what you DO, what you KNOW, and what you ARE, all framed within a growth-o...

11 months ago

45 minutes

The MBA Way

EP 17: Retirement: What's Your Next Chapter Look Like? with Susan Latremoille

Send us a text Susan Latremoille advocates a holistic approach to financial advisory, addressing a key issue: many people reach retirement or other major life transitions only to feel less fulfilled than expected. Through Next Chapter Lifestyle Advisors, she trains and empowers financial advisors (and accountants and lawyers) to recognize the deeper challenges people face and guides them in helping clients prepare effectively for life after a career. As well as helping those pre-planning, on ...

12 months ago

37 minutes

The MBA Way

EP 16: Is Your Debt Working For You? with Brian Stephenson

Send us a text Brian Stephenson is what we like to call a "recovering lawyer," and his business partner is a "recovering accountant." Together, they created Lakepoint Capital Partners, a commercial lending specialty firm with a mission to make debt work for business owners rather than against them. The ideal clients for Lakepoint are those looking to acquire new facilities, optimize existing ones, or possibly acquire smaller businesses. Lakepoint accesses an array of private institutional len...

1 year ago

46 minutes

The MBA Way

EP 15: Building Your Company's Culture: Derrick's Steakhouse with Ross Derrick

Send us a text Ross Derrick is the owner of Derrick’s Steakhouse, a 1950s-inspired steakhouse with a modern flair. Entrepreneurs are driven by the desire to create value and contribute to the world, and that's exactly what Ross does. After a decade of side hustles, his entrepreneurial journey wasn't a choice—it was a necessity. When faced with a major holiday where he couldn’t get the day off to spend time with his daughter and was unable to find a babysitter, he knew he had to make a change....

1 year ago

39 minutes

The MBA Way

EP 14: Gone To Le Dogs with Kristin Holomis

Send us a text Anyone running a brand anywhere must embody an entrepreneurial spirit. Today’s guest, Kristin Holomis, Founder of Le Dog Company, exemplifies this perfectly. Le Dog is a premium orthopedic leather dog bed company, born from Kristin’s passion for both dogs and style. Being a business owner and entrepreneur is about identifying gaps in the market and creating value to fill them. Kristin describes her niche as ‘White Space’—while there are markets for “disposable” dog beds, well-k...

1 year ago

44 minutes

The MBA Way

EP 13: Cardinal Is Coming To Town with Scott McKee

Send us a text After a brief but enjoyable discussion about his Scottish heritage and Scotland's football, we get into the main reason Scott McKee, Senior Investment Counselor at Cardinal Capital Management, is with us today. Cardinal Capital is opening a new location in Kelowna. The financial world is full of alphabet soup titles, with no shortage of designations for financial advisors, Scott explains. He breaks down the meaning of some of the most common acronyms: CFA (Chartered Financial A...

1 year ago

30 minutes

The MBA Way

EP 12: Are You Ready To Have A Happy eXit? with Jeff Swan

Send us a text Jeff Swan from Sellside M&A has introduced an innovative platform called A Happy eXit tailored for business owners navigating the transition process. As two-thirds of business owners, particularly baby boomers, are preparing to retire or make transitions, A Happy eXit is designed to support those with businesses valued between $5 million and $50 million, especially in industrial sectors. Beyond the straightforward sale price, the platform emphasizes the importance of recogn...

1 year ago

42 minutes

The MBA Way

EP 11: The Most Effective Way To Scale Your Business with Steve Geddes

Send us a text Steve Geddes is a new friend of mine, and when we hit it off, I knew I had to have him share his incredible business story and advice on the podcast. Steve’s journey is a masterclass in understanding and scaling a business. He emphasizes that to scale effectively, you must understand every facet of your business—from the overall flow to the finer details. In order to deliver on your promises, you need to grasp the whole process. Steve knows there’s no magic pill for business su...

1 year ago

42 minutes

The MBA Way

EP 10: Client Spotlight: Secure-Rite Mobile Storage

Send us a text This Client Spotlight episode features MBA client Lucas Griffin, president of Secure-Rite. These spotlights serve the purpose of providing insightful advice and resources to help other entrepreneurs in their business and life. Secure-Rite founded in 2005, is changing the way the world views and uses shipping containers, bringing people and portable spaces together in meaningful ways. Lucas shares his journey to launch, leading up to his great team in multiple provinces 19 year...

1 year ago

41 minutes

The MBA Way

EP 09: Covello Financial (Your Life Covered) with Mike St. Croix

Send us a text How much better would you sleep at night if you knew your life was covered? Today I’m joined by Mike St. Croix at Covello Financial. MBA has personally completely switched to Covello because of the incredible work they’re doing with insurance and benefits. Covello takes a different approach to finances and insurance because they think like entrepreneurs. They put the client first and they understand this is an investment in yourself and your employees. While every busines...

1 year ago

43 minutes