Success Leaves Clues with Robin Bailey and Al McDonald

A Starting with One Podcast

"If your actions inspire others to dream more, learn more, do more and become more ... you are a leader." ~ John Quincy Adams. We love sending our listeners on a journey of discovery as they learn about the inspiring lives of industry thought leaders, business owners, & entrepreneurs from all walks of life, who share one thing in common – SUCCESS! And it all starts with one—one idea; one conversation; one dream. Brought to you by Aria Benefits and Life & Legacy Advisory Group

  1. 5d ago

    Success Leaves Clues: Ep 311 Is Your Business Actually Ready to Sell? | Sam Carsley, Partner at Linmac LLP

    Could you sell your business tomorrow? Strong sales and an interested buyer can open the door, but being ready for a transaction takes preparation across the business. It means understanding your risks, organizing your information, and thinking carefully about what happens after the deal closes. In Episode 311 of Success Leaves Clues, Robin Bailey and Al McDonald sit down with Sam Carsley, Partner in the Business Law Group at Linmac LLP, to explore what business owners often overlook when buying or selling a company. Drawing on more than a decade in private practice and as general counsel to a publicly traded multinational, Sam explains why effective legal counsel requires a practical understanding of the business, the people involved, and the motivations behind a transaction. For founders, selling can represent a lifetime of work, with concerns about their team, their legacy, and whose hands the business will land in. Sam shares how he helps clients navigate the emotional side of a deal by acknowledging their feelings and understanding the concerns beneath them. He also reflects on a summer selling spa services on the streets of Montreal, an experience that helped him build confidence, connect with strangers, and recognize the value of sales skills in his legal career. The conversation explores why culture and integration deserve attention early in the process. Sam explains how an acquisition can look promising on paper while still facing challenges in practice, particularly when buyers underestimate how a business operates or founders depend on future performance to receive an earn-out. You’ll hear about: Why a transaction lawyer needs to understand the business behind the dealThe emotional weight of selling a company you have builtHow empathy helps uncover the concerns behind difficult negotiationsWhat selling spa services taught Sam about confidence and earning trustWhy culture and integration planning matter in mergers and acquisitionsHow the transition after a sale can affect a founder’s earn-outWhy buyers need to preserve what already works in an acquired businessWhat a transaction fitness exercise can reveal about your readinessHow late disclosures can damage trust and derail a dealThe lasting influence of collaboration, empathy, and good humour We talk about: 00:00 Welcome back and an introduction to today’s conversation  01:16 Meet Sam Carsley, Partner at Linmac LLP  02:38 Why effective legal advice requires understanding the business  08:41 Helping founders navigate the emotions of selling  12:45 The summer sales job that changed Sam’s approach to people  16:25 What business owners underestimate about buying and selling  21:41 Navigating cultural differences without losing what makes a business work  26:22 Is your business ready for a buyer to come knocking?  31:00 What a transaction fitness exercise looks like  32:47 How late disclosures can derail a deal  37:34 The legacy Sam hopes to leave through collaboration  44:23 Connect with Sam and learn more about his work Connect with Sam LinkedIn: https://www.linkedin.com/in/samcarsley/ Website: https://linmac.com/our-team/samuel-h-carsley/   Connect with Us LinkedIn: Robin Bailey and Al McDonald  Website: Aria Benefits and Life & Legacy Advisory Group

    Success Leaves Clues: Ep 311 Is Your Business Actually Ready to Sell? | Sam Carsley, Partner at Linmac LLP
  2. Oct 22

    Success Leaves Clues: Ep 310 - Are Your Employees Hiding Who They Are? with Roy Tran, Founder of Beyond the Title

    How do leaders create belonging at work? In Episode 310 of Success Leaves Clues, Robin Bailey joins Roy Tran, Founder of Beyond the Title and a global People and Culture executive, to explore inclusive leadership, cultural identity, and the everyday behaviours that shape a leader’s legacy. Drawing on his experience arriving in Canada as a Vietnamese refugee and working across Southeast Asia, Roy shares how cultural understanding, relationships, and a willingness to adapt build trust. He encourages leaders to recognize subtle signs of exclusion, see the people behind their roles, and make room for different ways of contributing. Roy also introduces the “human code”—the lived experiences that shape our leadership habits—and offers practical ways to create workplaces where people feel valued and free to be themselves. You’ll hear about: How Roy’s experience arriving in Canada as a Vietnamese refugee shaped his leadershipThe personal cost of hiding your identity to fit inWhat leaders can notice when employees feel invisible at workWhy organizations can lose valuable perspectives by expecting cultural assimilationHow Roy’s experience in Vietnam changed his approach to earning trustThe everyday leadership behaviours people remember and repeatWhy recognition deserves its own moment before feedbackWhat Roy means by the “human code” and how lived experience shapes behaviourHow honest feedback and small systems can support leadership growthThe legacy Roy is building through Beyond the Title and his work with leaders We talk about: 00:00 Welcome and the introduction that brought Roy to the podcast  01:01 Meet Roy Tran, Founder of Beyond the Title  01:56 Growing up feeling the need to hide your identity  07:54 Finding the confidence to stop being invisible  11:33 What leaders miss about belonging at work  16:53 Why leadership approaches need to adapt across cultures  21:57 Bringing lessons about trust and culture back to Canada  24:00 The leadership breadcrumbs people carry forward  28:02 Giving recognition room before offering feedback  30:14 Understanding your human code and changing leadership habits  35:46 Building a legacy that creates belonging for others  41:35 Connect with Roy and explore Beyond the Title Connect with Roy LinkedIn: https://www.linkedin.com/in/roytran/ Website: https://beyondthetitle.ca/about.html   Connect with Us  LinkedIn: Robin Bailey and Al McDonald  Website: Aria Benefits and Life & Legacy Advisory Group

    Success Leaves Clues: Ep 310 - Are Your Employees Hiding Who They Are? with  Roy Tran, Founder of Beyond the Title
  3. Oct 15

    Success Leaves Clues: Ep 309 - Is AI Helping You Think or Thinking for You? with Karla Congson, CEO of Agentiiv

    How do you use AI for business without handing over your judgment? Start with a business problem, identify the workflow that needs to change, and keep people responsible for defining the problem and checking the results.  In Episode 309 of Success Leaves Clues, Robin Bailey and Al McDonald sit down with Karla Congson, Founder and CEO of Agentiiv, to explore practical AI adoption, human-led leadership, and the curiosity required to reinvent your career. After more than 20 years in corporate marketing and senior leadership, Karla became an entrepreneur and later began learning AI and prompt engineering at 50. She shares why she sees reinvention as walking toward an opportunity with the expertise you already have, and why staying curious matters as much as becoming an expert. Karla explains the difference between using AI to expand your capabilities and falling into “cognitive surrender,” gradually allowing technology to take over your judgment. Her approach puts humans in the lead: asking better questions, challenging assumptions, reviewing outputs, and involving other experts when needed. Through client examples, she explores how AI agents can support research, marketing, and communications while helping teams improve quality and reduce external costs. She describes how the Canadian Marketing Association created 70 playbooks in a year through a process combining AI-generated drafts with human expertise and review.  The conversation also covers how to measure AI ROI through business outcomes, why adoption should begin with workflows, and where risk and governance belong in the process. Along the way, Karla shares why rest, relationships, and protecting your capacity to think are essential to entrepreneurial success. For entrepreneurs and business leaders exploring AI, this episode offers a practical starting point: solve a meaningful problem, preserve human judgment, and stay willing to learn. You’ll hear about: How Karla moved from corporate marketing into entrepreneurship and AIWhy experienced leaders still need the curiosity of a beginnerWhat cognitive surrender means and how it can show up at workWhy Karla advocates for humans in the lead when using AIHow expert AI agents can support teams and challenge assumptionsHow the Canadian Marketing Association combined AI with human review to create 70 playbooksWhy AI ROI should include quality, business outcomes, and employee capacityHow to identify your first AI use case through business problems and workflowsWhy AI governance and risk management belong in adoption decisionsWhat Karla hopes her entrepreneurial journey teaches her daughters We talk about: 00:00 Welcome and meet Karla Congson, Founder and CEO of Agentiiv  01:34 Moving from corporate expertise into entrepreneurship and AI  05:06 Making learning feel exciting instead of threatening  07:36 AI superpowers, cognitive surrender, and human judgment  14:32 Using AI to extend expertise and validate your thinking  17:01 Managing the pressure to do more as technology accelerates  19:13 Why rest and relationships support entrepreneurial success  23:09 Measuring AI ROI through meaningful business outcomes  23:33 How the Canadian Marketing Association uses AI and human review  25:56 AI results in an aviation and infrastructure communications team  28:39 How AI personas can challenge assumptions and support critical thinking  30:43 Where business leaders should start with AI adoption  34:09 Managing AI risk and governance  37:35 Building a legacy through curiosity and lifelong learning  41:15 Connect with Karla Congson Connect with Karla LinkedIn: https://www.linkedin.com/in/karlacongson/ Website: https://agentiiv.com/blog   Connect with Us LinkedIn: Robin Bailey and Al McDonald  Website: Aria Benefits and Life & Legacy Advisory Group

    Success Leaves Clues: Ep 309 - Is AI Helping You Think or Thinking for You? with Karla Congson, CEO of Agentiiv
  4. Oct 8

    Success Leaves Clues: Ep 308 - Closing the Women’s Health Gap with Lindsay Jephcott, Co-Founder at Lume Women + Health

    What happens when an investor sees an overlooked healthcare need and decides to build a business around it? In this episode of Success Leaves Clues, Robin Bailey and guest co-host Kim Seipt sit down with Lindsay Jephcott, Co-Founder of Lume Women + Health, to explore the women’s health gap and the entrepreneurial journey behind a company working to address it. Lindsay explains how her background as an investment executive helped her recognize an underserved market in women’s midlife health. Together with three physician co-founders, she set out to create a menopause clinic despite warnings that women would not want to talk about aging. As the team listened to patients, that initial concept evolved into a broader executive medical offering focused on women’s preventive care and healthy aging. She shares why menopause deserves attention from employers, how greater visibility is helping change the conversation, and why women should feel empowered to seek answers about their health. The discussion explores Lume’s approach to connecting different areas of care rather than treating each concern in isolation. Lindsay also opens up about the realities of building a company from scratch: navigating rejection, checking your ego, choosing complementary partners, and learning when to act quickly versus when to pause. With a team of 30 at the time of recording, she reflects on how founders’ responsibilities change as a business grows.  The conversation closes with her ambitions for physician education, research, advocacy, and a future where the next generation of women can find the care and answers they need. You’ll hear about: How Lindsay’s investment background led her into women’s healthcareWhy the women’s health gap represents an overlooked business opportunityHow menopause became a bigger conversation in workplaces and public lifeWhy Lume evolved from a menopause clinic into broader preventive careHow listening to patients helped shape the company’s directionWhat founders should discuss before entering a business partnershipWhy resilience, humility, and thoughtful decision-making matter when building a companyHow Lindsay hopes to create lasting change through education, research, and access We talk about: 00:00 Meet Lindsay Jephcott of Lume Women + Health  02:18 Recognizing the women’s health gap through an investor’s lens  08:03 Investment and innovation in women’s healthcare  08:42 Why the conversation about menopause is changing  12:22 Women’s midlife health and a more connected approach to care  18:41 Choosing business partners and sharing leadership  21:17 Building founder resilience and responding to patient needs  23:32 Growing a team of 30 and delegating responsibilities  24:51 Making thoughtful decisions and navigating a career transition  30:56 Creating a legacy through education, research, and access Connect with Lindsay LinkedIn: https://www.linkedin.com/in/lindsay-stollery-jephcott/ Website: https://www.lumewomenshealth.com/team/lindsay-stollery-jephcott   Connect with Us LinkedIn: Robin Bailey and Kim Seipt  Website: Aria Benefits and Caledon Hills Private Wealth

    Success Leaves Clues: Ep 308 - Closing the Women’s Health Gap with Lindsay Jephcott, Co-Founder at Lume Women + Health
  5. Oct 1

    Success Leaves Clues: Ep 307 - Your Employees Are Quiet. Is Your Culture Really Healthy? with Sarah Pazzano, Director of People at Jarvis Consulting Group

    What does a people-first culture look like beyond the words on a company website? In this episode of Success Leaves Clues, Robin Bailey sits down with Sarah Pazzano, Director of People at Jarvis Consulting Group, to explore how leaders can build a workplace where employees feel safe, supported, and able to grow. Sarah explains that a people-first culture requires investment in employee development, psychological safety, and leadership grounded in transparency and empathy. She shares how employee engagement surveys, participation levels, and voluntary turnover can help reveal whether those values are showing up in everyday work. One warning sign leaders may overlook: employees who stop raising concerns. Her perspective comes from a career that began in pharmaceutical packaging operations, moved into the startup world, and led to a deliberate investment in HR education. Sarah also reflects on two years working remotely from Paris and how that experience reshaped her thinking about flexibility, connection, and work-life balance. The conversation closes with Jarvis’s mission to equalize opportunity and maximize potential. Sarah explains why hiring primarily from resumes can overlook newcomers, recent graduates, and people returning after a career break, and why curiosity, learning, and thoughtful questions deserve a closer look. You’ll hear about: How Sarah found her path from pharmaceutical packaging to people operationsWhy authentic networking can open the door to a career changeHow HR education and hands-on experience complement each otherWhat a people-first culture requires in everyday practiceWhy employee silence and low survey participation deserve attentionHow HR and managers can build psychological safety in hybrid teamsWhat working remotely from Paris taught Sarah about work-life balanceHow hiring for potential can uncover talent a resume overlooks We talk about: 00:00 Meet Sarah Pazzano of Jarvis Consulting Group  01:03 From pharmaceutical packaging to startup people operations  03:53 Networking advice for a career change  06:02 Pursuing HR education and finding meaningful work  10:16 HR designations versus hands-on experience  13:12 What a people-first culture actually looks like  16:37 Building psychological safety in hybrid teams  19:21 Working remotely from Paris and rethinking work-life balance  24:37 Hiring for potential beyond resumes and credentials  29:52 Creating pathways for Canada’s overlooked talent Connect with Sarah LinkedIn: https://www.linkedin.com/in/sarahpazzano/Company LinkedIn: https://www.linkedin.com/company/jarvisconsulting/Website: https://www.jrvs.ca/   Connect with Us LinkedIn: Robin Bailey and Al McDonald  Website: Aria Benefits and Life & Legacy Advisory Group

    Success Leaves Clues: Ep 307 - Your Employees Are Quiet. Is Your Culture Really Healthy? with Sarah Pazzano, Director of People at Jarvis Consulting Group
  6. Sep 24

    Success Leaves Clues: Ep 306 - How to Build a Brand Through Storytelling and Relationships with Jake Karls

    What does it take to turn a homemade snack into a brand stocked by more than 11,000 retailers? In this episode of Success Leaves Clues, Robin Bailey and guest co-host Christine Vigna sit down with Jake Karls, co-founder and rainmaker of Mid-Day Squares. Jake launched the company in 2018 with his sister Leslie and brother-in-law Nick, making bars in a Montreal condo kitchen and delivering orders themselves. Jake shares how inviting customers behind the scenes helped the founders build a community around the brand. He recalls an early turning point when Mid-Day Squares reached its first-year sales goal of $250,000 in just three months. Today, he says the company’s Montreal facility produces roughly 170,000 to 175,000 bars a day. The conversation explores why Jake stepped down as CMO after realizing management was not his strength. As Mid-Day Squares’ rainmaker, he now focuses on storytelling and building relationships that can lead to retail, investment, hiring, and other opportunities over time. Jake also speaks candidly about the burnout that forced him to reconsider his pace. He explains why rest is now part of how he sustains his work, and how regular therapy sessions help the three founders navigate difficult decisions while protecting their relationship as family. You’ll hear about: How Mid-Day Squares grew from hand-delivered samples to thousands of retail locations Why the founders chose to share the difficult parts of building the company What a personal response to a customer problem can mean for a brand Why Jake stepped away from the CMO role and became the company’s rainmaker How long-term relationships have helped Mid-Day Squares find partners and investors What burnout changed about Jake’s approach to work and rest How the founders use regular therapy sessions to communicate through conflict Why Jake wants the next generation to feel confident sharing their own stories We talk about: 00:00 Christine’s customer experience and Jake’s personal response  04:31 The early days of Mid-Day Squares in a Montreal condo  09:00 The founders’ belief in the business and an early sales milestone  11:47 Why the company shares its entrepreneurial journey openly  12:18 Jake’s experience with burnout and the lesson he learned about rest  21:35 Why Jake moved from CMO to the rainmaker role  23:07 Building friendships and business relationships over time  29:16 Working with family and addressing conflict  30:07 Why the founders committed to regular therapy sessions  38:14 The legacy Jake hopes to leave through Mid-Day Squares Connect with Jake LinkedIn: https://www.linkedin.com/in/jake-karls-653106ba/ Personal Instagram: https://www.instagram.com/jakekarls_ Instagram: https://www.instagram.com/middaysquare Facebook: https://www.facebook.com/MidDaySquares Website: https://www.middaysquares.com/   Connect with Us  LinkedIn: Robin Bailey and Al McDonald  Website: Aria Benefits and Life & Legacy Advisory Group

    Success Leaves Clues: Ep 306 - How to Build a Brand Through Storytelling and Relationships with Jake Karls
  7. Aug 27

    Success Leaves Clues: Ep 305 - How to Turn Marketing Into a Business Growth Driver with Alison Simpson, Retired President & CEO, Canadian Marketing Association

    What separates marketing that looks impressive from marketing that creates measurable business growth? In this episode of Success Leaves Clues, Robin and Al sit down with Alison Simpson, recently retired President and CEO of the Canadian Marketing Association, to explore marketing leadership, brand and culture alignment, business transformation, career growth, and the courage to act before certainty arrives. Alison explains why marketing leaders must speak the language of revenue, profit, customer lifetime value, and market share if they want to influence business strategy. She shares how a customer growth strategy at Holt Renfrew contributed to a 21% annual sales increase and attracted 270,000 loyalty program members in its first year. The conversation also explores the subtle language that reveals when employees no longer feel connected to a brand, why leaders build trust by taking responsibility when something fails, and how accountability can strengthen psychological safety throughout an organization. Drawing on a career that has spanned agency leadership, iconic brands, startups, corporate marketing, and the Canadian Marketing Association, Alison shares the principles that shaped her success: say yes when you are 70% ready, choose clarity over certainty, build relationships before you need them, and treat your career as a landscape rather than a ladder. She also reveals what completing 65 marathons and ultramarathons taught her about preparation, resilience, ego, and the essential difference between something that is hard and something that is harmful. You’ll hear about: How employee language reveals a growing divide between brand and culture Why customer-facing employees are critical to delivering a brand promise How leaders build trust by publicly taking responsibility for mistakes Why marketing needs more than a symbolic seat at the leadership table How to translate marketing activity into measurable business outcomes The strategy that helped generate a 21% annual sales increase at Holt Renfrew Why 70% certainty can become a competitive advantage How to distinguish relationship-building from collecting contacts What endurance racing teaches leaders about preparation and resilience Why ambition, kindness, and integrity are not competing priorities How Alison became the first female CEO in the CMA’s history Why the strongest careers are landscapes rather than ladders We talk about: 00:00 Al’s Great Cycle Challenge for SickKids  01:13 Meet Alison Simpson and her unconventional career journey  03:23 How Alison became an endurance athlete  05:01 Running 250 kilometres across the Sahara Desert  06:39 The early warning signs of brand and culture misalignment  09:00 Experiencing the customer journey before leading the team  12:45 How accountability builds trust throughout an organization  16:43 Why marketing still fights for strategic influence  18:05 Speaking the language of revenue, profit, and business growth  24:04 How businesses can measure marketing ROI  26:14 Rewirement and saying yes before you feel ready  31:08 Travel, meaningful experiences, and a priceless family memory  35:11 Is this hard, or is it harmful?  41:22 Ambition, integrity, and building a career without a ladder Connect with Alison LinkedIn: https://www.linkedin.com/in/alisonksimpson/   Connect with Us LinkedIn: Robin Bailey and Al McDonald  Website: Aria Benefits and Life & Legacy Advisory Group

    Success Leaves Clues: Ep 305 - How to Turn Marketing Into a Business Growth Driver with Alison Simpson, Retired President & CEO, Canadian Marketing Association
  8. Aug 20

    Success Leaves Clues: Ep 304 - Stop Managing, Start Coaching with Christine Vigna, Chief People Officer at Dejero

    What if the greatest thing a leader could give their team was not an answer, but the space to discover one? In this episode of Success Leaves Clues, Robin Bailey and Al McDonald sit down with Christine Vigna, Chief People Officer at Dejero, to explore leadership coaching, employee empowerment, workplace culture, governance, and the connection between employee experience and business performance. Christine explains why Dejero developed its leaders to become better coaches instead of simply better managers. By moving decisions away from leadership bottlenecks and empowering employees to solve problems, the company has strengthened engagement, accelerated development, improved customer experiences, and achieved employee retention two to three times longer than the average stay in the technology sector. She also shares why culture cannot be separated from business performance, how ego quietly erodes psychological safety, and why confident leaders create space for other people’s ideas rather than needing to be the smartest person in the room. This conversation offers a human-centered approach to leadership that does not sacrifice accountability or results. It shows how thoughtful coaching, consistent governance, and trust can help people perform at their best while building a stronger, more scalable organization. You’ll hear about: How employee experience influences customer experience and revenue Why governance supports scalable, consistent decision-making The question leaders should ask before sacrificing long-term capability How coaching became a driver of business performance at Dejero Why managers become bottlenecks when every decision flows upward How leadership coaching improves autonomy, engagement, and retention Why performance challenges should never surprise an employee How Dejero achieved retention two to three times the technology-sector averageThe difference between confidence and ego in leadership How executive behaviour shapes psychological safety and workplace culture Why coaches help people uncover answers instead of supplying them How to move forward without perfect information or perfect conditions We talk about: 00:00 Intro  01:13 Meet Christine Vigna, Chief People Officer at Dejero  02:26 Connecting people, customer support, and corporate governance  05:00 Are you solving today’s problem at tomorrow’s expense?  06:16 A customer experience lesson from Mid-Day Squares  09:34 Why governance becomes easier when people see progress  12:41 Aligning business strategy with human-centered practices  14:02 Developing better coaches instead of better managers  15:38 How coaching improved engagement, performance, and retention  21:21 Why every leader can benefit from coaching  24:46 How managers unintentionally become decision-making bottlenecks  28:57 Why ego quietly destroys culture and psychological safety  32:49 Moving forward without perfect conditions or complete information Connect with Christina LinkedIn: https://www.linkedin.com/in/christinemvigna/ Website: https://www.dejero.com/leadership/christine-vigna/   Connect with Us LinkedIn: Robin Bailey and Al McDonald  Website: Aria Benefits and Life & Legacy Advisory Group

    Success Leaves Clues: Ep 304 - Stop Managing, Start Coaching with Christine Vigna, Chief People Officer at Dejero

About

"If your actions inspire others to dream more, learn more, do more and become more ... you are a leader." ~ John Quincy Adams. We love sending our listeners on a journey of discovery as they learn about the inspiring lives of industry thought leaders, business owners, & entrepreneurs from all walks of life, who share one thing in common – SUCCESS! And it all starts with one—one idea; one conversation; one dream. Brought to you by Aria Benefits and Life & Legacy Advisory Group