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GWBC POP 2024: Lynn Cowart with Talent Dimensions

October 1, 2024 by angishields

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GWBC Radio
GWBC POP 2024: Lynn Cowart with Talent Dimensions
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The Power of Partnering (POP) is a half-day event where women entrepreneurs, business leaders, corporations and procurement professionals come together to train, network and create matchmaker opportunities to help create and reach procurement and business goals.

Each agenda includes educational resources from thought leadership and subject matter experts and the opportunity to showcase your capabilities statements in a meet the buyer setting or matchmaker sessions.

Lynn-CowartLynn Cowart’s career spans multiple industries working with senior leaders in support of their long term strategic goals in talent management and learning and development.

Through the lens of retention, engagement and career development, her corporate experience with GE, Martin Marietta and Lockheed Martin has helped propel her clients to consistently achieve operational success through value creation.

In her role as Chief Operations Officer of Talent Dimensions, Lynn is responsible for global delivery and solutions development, along with ensuring organizational excellence for Talent Dimensions and its clients.

Lynn recently co-authored the book, ‘Up is Not the Only Way – Rethinking Career Mobility’ with Bev Kaye and Lindy Williams, challenging leaders and employees to re-imagine what it takes to achieve ultimate career success through a true mobility mindset.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studios in Atlanta, Georgia, it’s time for GWBC Radio’s Open for Business. Now, here’s your host.

Lee Kantor: Lee Kantor here broadcasting live at the GWBC Power of Partnering event at Georgia Power Headquarters. So excited to be talking to Lynn Cowart with Talent Dimensions. Welcome.

Lynn Cowart: Hey, thank you. Great to be here. Thanks for having me.

Lee Kantor: Well, I am excited to learn about Talent Dimensions. How are you serving folks?

Lynn Cowart: Well, we first serve in a number of different ways. Talent Dimensions is a talent management company and we serve the continuum of engagement, retention, belonging, career development, diversity, equity, and inclusion. So our goal or our vision is to be the company that serves and partners with organizations to help them bring their best and brightest people to work and have their people bring all of themselves to the workplace.

Lee Kantor: So what’s your backstory? Have you always been involved in this line of work?

Lynn Cowart: Pretty much. So, yeah. My corporate background was in GE, human resources, and came – did a number of consulting gigs in the Atlanta area after closing shop in Valley Forge, Pennsylvania, and have always been in the talent management field in some way, shape or form. And this is the epitome of being able to do our best and highest work.

Lee Kantor: Now, why was it important for you and your firm to get involved with GWBC?

Lynn Cowart: Gosh, this has been a goal of ours. We’ve been in existence for six and a half years as an organization, and this has been a goal of ours for the entire time. It was just a matter of getting to it. It’s a great partnering organization, great networking. We’ve received tremendous support from GWBC as well as with WBENC. And this is – we’re just thrilled to be here.

Lee Kantor: Now, how are you going to kind of attack this kind of an event? This Power Partnering event is so important for the community as well as the organization. So how does an attendee like yourself kind of take advantage of all that’s offered here?

Lynn Cowart: Gosh, that’s a great question. That’s a loaded question. I’m here just to be a sponge. This is actually the first formal event that we’ve attended since we were just certified earlier this year, and I’m just looking to understand more about others, how we can partner with others, but also how we can support each other in this, in this event.

Lee Kantor: Now, in your career, how have you been able to kind of take advantage of education like this here? Are you going for the speakers? Are you going to the networking opportunities with other kind of firms like yours, or looking at it as a business opportunity where, “hey, there’s some corporates here that I might be able to get onto their radar”?

Lynn Cowart: Yes, yes and yes all the way across. Now, we’re looking to just just like I say, partner in any way, shape or form, certainly provide any services that are needed or that would be helpful, ability to speak, hear speakers. You know, the business climate is changing so quickly. The way that we work, how we work, where we work, that it’s really, really important for individuals to keep on top of it and keep ahead of the curve.

Lee Kantor: Now, who is kind of the avatar, the ideal client profile for your firm?

Lynn Cowart: Anybody who’s got people working as their employees.

Lee Kantor: And so they could be in office, remote, it doesn’t matter?

Lynn Cowart: Yeah. Remote, in office. Global. Yeah. We have large clients. I mean, you know, Fortune 100 companies as well as smaller companies that are less than 500 people. But they’re just looking to strengthen their highest resource, which is their people, in ways that they hadn’t thought about before. So we offer creative ideas.

Lee Kantor: Now, any advice for the candidates out there? How do they kind of rise above the, you know, the masses? How do they kind of distinguish themselves when they’re looking?

Lynn Cowart: That’s a great – that’s a great question, too. I think it’s just being curious. I think the big word is being curious, understand more about who you’re talking to, what the need is and most specifically, how you can fill the need based on your experience. It’s not so much jobs or skill sets, but your experiences. It’s all about experiential base.

Lee Kantor: Now, is LinkedIn, is that a must have kind of resource or is it a nice to have resource?

Lynn Cowart: It’s a must have. Yeah. Just to keep on top of what’s going on in the industry to read the daily postings, understand who’s who in the community, and most importantly, show, you know, show the – or show the world what you have to offer to by virtue of thought leadership, content, solutions, things like that.

Lee Kantor: So that’s something that if you’re a candidate and you’re looking, you should be kind of investing some time on creating thought leadership things and posting things so that you can be found by people like you.

Lynn Cowart: Yes, exactly. And really show your interest in and, again, it goes back to curiosity. Right? Going back and understanding what’s – what the others are looking for and how you could really do your research to be more present in the organization, present in the conversation.

Lee Kantor: So if somebody wanted to connect with you and have more substantive conversation, what’s the website? What’s the best way to connect?

Lynn Cowart: Probably a couple of different ways. Talent – and talent-dimensions.com is our website. My personal email is lynn.cowart, C-O-W-A-R-T, @talent-dimensions.com. LinkedIn. You know, Lynn dot Cowart or Lynn Cowart would be a way or Talent Dimensions website. A LinkedIn post is a place to go as well. We’re constantly posting things. We’ve got a great webinar coming up tomorrow about choosing respect in the workplace. So if anybody would like to join that, you can find that on LinkedIn and our Talent Dimension space.

Lee Kantor: And then if there’s a potential client out there, that’s a way to kind of ease into a relationship with you. Maybe, have you host a lunch and learn or some sort of a webinar or something along those lines?

Lynn Cowart: Absolutely. We’d love to hear more about what’s going on in the community and use our marketing database to provide webinars that kind of shed some light on what’s going on in the community.

Lee Kantor: Well, Lynn, thank you so much for sharing your story today. You’re doing such important work and we appreciate you.

Lynn Cowart: Thank you so much for having me. I appreciate it.

Lee Kantor: All right. This is Lee Kantor. We’ll be back in a few at GWBC’s Power of Partnering event.

 

Tagged With: Talent Dimensions

BRX Stories – Creating Serendipity

October 1, 2024 by angishields

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BRX Stories - Creating Serendipity
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BRX Stories – Creating Serendipity

Stone Payton: Welcome back to Business RadioX Pro Tips. Stone Payton and Lee Kantor here with you. Lee, you’ve observed and I have seen it time and time again in the studio these serendipitous moments. Speak to that a little bit.

Lee Kantor: Part of our methodology, and especially pre-pandemic, this was really the only way we did business, was in a studio, we would invite two or three people to come on a show. Each person would have their own segment, and they would kind of tell the story. We would interview them and we would get them to just talk about their backstory, how they got into what they’re doing, what makes them special and unique, how do they serve people, all that good stuff. So, we were doing that in every episode we did, for every show we did over and over again.

Lee Kantor: And one of my favorite stories about serendipity, what we would find by doing this activity is you would find that, “Oh, this person used to work for this company,” and you’re like, “Oh, my wife used to work for that company. Do you know this person?” And then, you would have those kind of moments would happen more frequently than maybe a lay person or person in the industry would think. But kind of the world is small and these kind of weird connections would happen regularly.

Lee Kantor: But my favorite weird connection that happened involved two college mascots. We were doing the Atlanta Business Radio Show, and one of the guests was the inventor of this kind of party bus called the Fur Bus. And he comes on, he’s talking about the Fur Bus, and he’s like, it’s covered in fur and it’s a party bus you rent for proms and weddings, and things like bachelor parties, bachelorette parties.

Lee Kantor: And he was telling his backstory is that he was a zoology major at Auburn University and he was the Auburn Tiger mascot. And we’re like, “Oh, that’s hilarious. Wow. I’ve never met a college mascot.” So, we’re going around the room and he tells us that and we’re like, “Oh, that’s interesting.” So, the next person comes, they do their interview.

Lee Kantor: And then, finally, the final person comes, and this guy is a guy that’s an older guy and is probably at the time in his 60s. And he used to sell insurance, but now he is kind of a net-weaving guy. That’s his background. He does this program called Net-Weaving, which is all about networking and things like that and how to do it right and elegantly.

Lee Kantor: And I never knew this about him. I’ve known him for many years. And he goes, “You’re never going to believe this, but I went to University of Colorado and our mascot is the Colorado Buffalo, and I was the Colorado Buffalo.” So, there we have it in this one episode with three guests, two of them were college mascots.

Lee Kantor: Now, what are the odds? I mean, I had never met a mascot ever. And here, I was meeting two of them at the same time.

Lee Kantor: Now, I just talked to this guy a few weeks ago. He came on another show and he brought up, he was like, “Remember when I was on and the other college mascot was on?” Like, this is a memory for him that’s still around ten years later, and I’m sure it is for the Fur Bus guy, where two college mascots, they weren’t coming on as college mascots, they were coming on for some other reason, but they were both college mascots on the same episode at the same time.

Lee Kantor: That, to me, is just serendipitous. And this happens on a regular basis. These moments of serendipity happen when you bring a group of people together and ask them questions about themselves in a relaxed, safe environment where they can kind of let their hair down and talk about what’s important to them. You’re going to uncover kind of weird threads and connections amongst your guests in ways that you couldn’t imagine or script in a million years. And that is one of my favorite parts about doing the work that we do, and I think it’s one of the most valuable things we bring to the table when we’re helping our clients serve the people that are most important to them.

From Small Businesses to Corporations: Tailoring Incentive Programs for Every Workplace

September 30, 2024 by angishields

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Women in Motion
From Small Businesses to Corporations: Tailoring Incentive Programs for Every Workplace
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In this episode of Women in Motion, Lee Kantor interviews Karen Kelly, owner of K2 Ultimate Incentives. They discuss the significance of employee engagement and motivation through incentive programs. Karen explains how these programs benefit organizations of all sizes, shares best practices for implementation, and emphasizes inclusivity. She also highlights her journey in joining the WBEC-West community and adapting incentive programs to be more environmentally friendly. The episode underscores the importance of recognizing and motivating employees to enhance workplace culture and productivity.

Karen-KellyKaren Kelly is the driving force behind K2 Ultimate Incentives, where she serves as the owner and managing partner.

With over two decades of experience in sales, customer support, and guiding customers to solutions for their goals, Karen is dedicated to helping businesses achieve their goals through effective incentive programs.

She has a proven track record of success in various industries, from pharmaceuticals to early learning centers.

Prior to founding K2 Ultimate Incentives, Karen held several key roles, including Director of Operations and Sales Executive for Incentives Midwest, Inc, Ultimate Choice Incentives Account Manager, and Territory Business Manager at Nabriva Therapeutics.

Her experience includes developing and implementing reward and incentive programs, fostering strategic partnerships, and achieving exceptional sales results.

Connect with Karen on LinkedIn.

Music Provided by M PATH MUSIC

Transcript-iconThis transcript is machine transcribed by Sonix

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studios, it’s time for Women in Motion. Brought to you by WBEC-West. Join forces. Succeed together. Now, here’s your host.

Lee Kantor: Lee Kantor here. Another episode of Women in Motion. And this is going to be a good one. But before we get started, it’s important to recognize our sponsor, WBEC-West. Without them, we couldn’t be sharing these important stories. Today on Women in Motion, we have Karen Kelly, who is the owner and managing partner with K2 Ultimate Incentives. Welcome.

Karen Kelly : Thank you. Thank you so much for having me, Lee. I’m really thrilled to be here. I’m looking forward to our conversation. And again, I appreciate this opportunity just to share more about K2 Ultimate Incentives.

Lee Kantor: Well, before we get too far into things. Tell us about K2 Ultimate Incentives. How are you serving folks?

Karen Kelly : Sure. So K2 Ultimate Incentives has really been focused on dedicating and enhancing employee engagement and motivation through incentive programs. They are meticulously crafted and aligned with the company or the customer that we’re in front of, the company goals or their individual aspirations. We offer a diverse range of rewards and recognition strategies so that we can empower organizations to achieve their objectives through innovative and comprehensive incentive solutions.

Lee Kantor: Now, are these kinds of incentive programs only for the larger organizations, or can smaller organizations take advantage of them as well?

Karen Kelly : That’s a great question. Incentives – what I always say to people is to keep in mind the purpose of incentives. And it’s really to stimulate a greater output. It’s incentivized to change behaviors. So incentives are going to be beneficial for organizations of all sizes, not just small or not just large. While larger companies may have more resources to allocate or more complexities, smaller organizations definitely can implement effective incentive strategies that can be tailored to their needs and their budgets as well.

Lee Kantor: Now, do you mind if we get a little granular in this and maybe explain some best practices for small businesses, if they wanted to kind of dip their toe into this, and also what it would look like for larger enterprise organizations?

Karen Kelly : Yes. Of course. I think the foundation of building an incentive program really remains similar in all, whether you’re a small or large enterprise. Again, the goals are to motivate and change behavior.

Karen Kelly : One of the big things I always say at the beginning is this takes a team, like look at who is involved, maybe your legal team, the accounting team, HR department leads, IT employees, and obviously, anything with compliance because every state, every, you know, may have different compliance or rules on it. But specifically for small businesses, some of the best practices really are to define that clear objective. Like, what is the organizational goal that you’re trying to achieve? Some common goal that I always hear about obviously is increasing productivity. Employee retention is a big one, just boosting morale and building that culture, maybe participating in surveys, increasing referral programs. Again part of that design, obviously, is budget. Knowing what your budget is.

Karen Kelly : What’s really key, too, is understanding your employees. What are their preferences? What motivates them? Because if you put a program together and the end product is not something that’s going to move them or incentivize them, they may not be as involved. So you want to make sure the incentives you offer are meaningful and really will motivate the team.

Karen Kelly : Set clear criteria and communicate. This is so important that everyone understands the specific goals, what they’re earning, what they’re, you know, just to try to help communicate everything with fairness and transparency.

Karen Kelly : I think with a small program and small business I would also encourage with enterprise is really to test pilot, kind of have a pilot program. What I always say is when are you already buying? Is it holiday time? Is it employee recognition? Is it Healthcare Week or Human Resources day?

Karen Kelly : If you want to try a new program out, pilot it with something like this with one in an organization and to put it out to everybody and then get feedback. Because then you can really refine and build a program based on the feedback of the results of what you may have just, you know, achieved in this and this is really more geared towards when choosing, you know, certain platforms and again, communicating, you know, clearly, and just recognizing achievements regularly. That’s another thing that a lot of programs designed today were kind of designed a while ago when different generations were in the market.

Karen Kelly : And there are different generations now. And millennials and Gen Zs, I think I just read that 2025 will be 60% of our workforce. And we really need to be recognizing regularly because they grew up in a world where everything is instant gratification. And long gone are the times of maybe rewarding quarterly or yearly. It really should be more regular acknowledgment and regular, you know, celebrations and then really to just always evaluate and adjust.

Karen Kelly : Another best practice is you can include non-monetary rewards. It doesn’t have to always be something of dollar value. Maybe it’s letting someone go out to work or, you know, our work early, or giving them flexible work arrangements. Public recognition. There’s a lot to be said about social recognition.

Karen Kelly : So I think as far as a small business, those are some best practices.

Karen Kelly : I think when it comes to enterprise, a lot of those are similar approaches. Obviously, there’s probably more of a strategic approach with enterprise because of the complexity of the business. And really where I just see maybe some differences from what I’ve just included is maybe enterprise has more segmented in their program, meaning segmented in their workforce. There’s different departments, so distinct goals and motivations may be different in each department. So you may want to strategize a little there but really think about the different departments.

Karen Kelly : For a larger enterprise, we would probably, you know, suggest maybe doing some type of data analytics if they already have a program, kind of see what’s working, what’s not. Disengaged employees are always one that comes back.

Karen Kelly : Another difference that I would see between small and big enterprises would probably be implementing more tiered awards, really structuring different awards for different levels. Again, obviously communication, transparency, and fairness. Here is another area where they may want to integrate technology. So they may want to be looking for something that they can do, you know, technology integration. With both, you really should be encouraging employee feedback.

Karen Kelly : I’m trying to think. Another one here too, I guess would be definitely to promote – design your program that recognizes a diverse contribution across the organization. And what that means is, you know, you may want to ensure – you have to ensure that all, everyone in this company has an opportunity to reward, regardless of their role, regardless of where they’re located, because enterprises are typically across the nation. So it may be something like commitment to the company values or reward for innovation, problem-solving, leadership, and teamwork.

Karen Kelly : So there are ways we can discuss to kind of be more creative there. It’s probably some of the most differences I would say between the two.

Lee Kantor: Now, I’ve seen people try to do incentive programs, obviously without expert help like you, but on their own try to do a program and then sometimes the highest performer is winning every time, and then everybody else is kind of disincentivized. How do you go about creating a program so that everyone is incentivized throughout the program, not just that first week of the program?

Karen Kelly : Right, right. And that is an excellent question because it’s not even so much just the first week of the program. What I also heard you say is kind of that the top performer that keeps winning over and over again. And the goal of an incentive program is really going to be to incentivize and change behaviors across your organization.

Karen Kelly : Again, a goal there would be to diversify the criteria of it. It may be something like I mentioned before with, you know, culture or maybe it’s an innovation with teamwork or it’s, you know, if somebody embodies the value of one of the cultures, you’re going to reward them. And it’s a continuous thing. You want to focus more on strengths and achievements of the individual instead of just that top, you know, performer. Sometimes, you know, again, what will help here is those tiered recognition programs. So you want to give different tiers, maybe a first place, second place, and a third place, allowing more employees, you know, to be recognized.

Karen Kelly : Another suggestion here would be really a lot of enterprise companies they do point systems and so they develop points based on different goals, various achievements, so that everyone is kind of waiting on their own thing throughout the whole thing. And it’s not always, you know, the same, you know, same person.

Karen Kelly : The other suggestion is rotating the recognition program. It doesn’t have to always be. So many of these enterprise companies have that one set, we’re going to work towards this. So we’re going to work towards a travel. We’re going to – rotate what the recognition program is. Make sure you involve the whole organization because you will – for those that always win or if it’s not achievable, you won’t get them engaged in the program.

Lee Kantor: Now, when someone is starting to work with you, maybe for the first time, or somebody coming to you that has never done this before, can you share a little bit about what it looks like to onboard or to explain, you know, how to get an incentive program in place?

Karen Kelly : Sure. Frequently, we’ll have – someone will come to us the first time. And I want to say that their mindset is always years of service, which I think is very important. And I think it shows value and appreciation with the years of service and acknowledging it. What I do always want everyone to think about is if you are trying to incentivize and motivate, years of service would only motivate someone to stick around or change behavior if they’re trying to hit the next level.

Karen Kelly : So really what I would encourage them to do is, really, again, we would sit down and we would define what it is, maybe plan a program, define objectives, what are the key metrics, and really just design the program from what they’re doing – communication, initial rollout. So there’s a lot more. If it’s their initial time coming, there would be a lot more work in place of really just the planning process. Like I said, with communicating your initial rollout, you want to do feedback, ongoing engagement, and just really monitor and evaluate to make sure what you’re doing is even working.

Lee Kantor: Now, can you share a little bit about why it was important for you to become part of the WBEC-West community?

Karen Kelly : Yes. I love this question because it often keeps bringing me – you know, my purpose in this is to always make a difference. And I had a customer come to me. I took over a family business that was for over 20 years my dad had run and I took it over and recreated it to K2 Ultimate Incentives. And when that occurred, I had a customer ask me, “Now that you are running the business, you are a woman, you know, would you get your women’s business certification?” And I did not know anything about it at that time. So I started researching and looking at it. I really saw the value in not only strengthening my business, strengthening and giving credibility, but it was also helping achieve my customers’ goals as well.

Lee Kantor: Now, is there a success story you can share where, you know, maybe you don’t – obviously, don’t name the name of the company, but explain the problem that they had and how you helped them kind of get to a new level?

Karen Kelly : Yeah, absolutely. Along – or I would say in most of the past few years, a lot of it is all an on-the-spot recognition. There are studies that show on the spot, meaning that they want to hand something, whether they’re in the field or in a warehouse or in the office. They want to go up and acknowledge right then and there. And so they want to hand something. And oftentimes it is a physical gift card. Well, the physical gift cards now today are showing some studies that, you know, with the CO2 emissions and all the sustainability goals, it’s not a choice that we should be choosing.

Karen Kelly : So we came up with a creative solution of creating what may look like some type of physical gift card but on something on paper that would be customizable, or an image or a message or something that they could physically handle. But I also added suppliers that can keep everything digitally in technology to where they can actually text something right then and there, send and text something. So that’s still very impactful. But I think it feels good to know that the reward program didn’t stop because they didn’t want, you know, they wanted to do something impactful. And I think it feels good to know they stopped choosing physical gift cards, plastic gift cards that were not great for the environment.

Lee Kantor: And if there – is there a way for someone to get ahold of you and learn more and have more substantive conversation with you or somebody on the team? Do you mind sharing your website or socials or best way to connect?

Karen Kelly : Sure, absolutely. You can always reach out by LinkedIn, you know look for me, Karen Kelly or K2 Ultimate Incentives will pop up. You can email me at karen@k2ultimateincentives.com. And that’s K with the number two, ultimateincentives.com. You can definitely visit my website www.k2ultimateincentives.com. And all of my information is on there as well. And really what’s best for them. Call me, text me, email me, LinkedIn. Whatever their preferred method is, I will return and help them.

Lee Kantor: Well, Karen, thank you so much for sharing your story today. You’re doing such important work and we appreciate you.

Karen Kelly : Thank you so much for having me. It was really a pleasure.

Lee Kantor: All right. This is Lee Kantor. We’ll see you all next time on Women in Motion.

 

Tagged With: K2 Ultimate Incentives

BRX Pro Tip: Studio Partner Systems Checklist

September 30, 2024 by angishields

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BRX Pro Tips
BRX Pro Tip: Studio Partner Systems Checklist
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BRX Pro Tip: Studio Partner Systems Checklist

Stone Payton: And we are back with Business RadioX Pro Tips. Lee Kantor and Stone Payton here with you. Lee, let’s chat a little bit about some disciplines with regard to the Business RadioX Studio partner opportunity, and one that comes to mind for me is the systems checklist.

Lee Kantor: Yeah, I think it’s so important when people are kind of buying into a methodology like the Business RadioX methodology, one of the things they’re looking for is some sort of a operator systems checklist, a place they can go to know that they are doing the right activities in order to move the ball and deliver the service, the value, and making the money that they’re trying to make.

Lee Kantor: So, we have in our system kind of three main buckets that we recommend people focus their time and energy on. The first one is connecting with the right people. The second is serving those right people. And then, thirdly, obviously, is selling something to those right people.

Lee Kantor: So, number one, under connecting, the things that we ask them when we’re evaluating how well they’re doing or if they’re doing the right activities, one of the most important things about connecting is, are you meeting the right people? How many guests have you invited in the last, you know, 30 days, 60 days, 90 days? Who were they? Are they prospects? Are they clients? Are they referral partners? Are they community members? Are they influencers? When you’re doing those kind of connecting, are you connecting those people within the network together? How many people did you connect? Who were they? What was the result of the connection? Those are some of the connecting activities that people in our world should be doing on a regular basis.

Lee Kantor: And if things are slowing down, that’s the first place to look for the reason why things are slowing down. And it’s usually because you’re not inviting the right people onto your shows. You’re not doing enough of them. And that happens for a variety of reasons, one of which is that it just becomes so easy. You’re getting so many inbound guest offers that you’re just doing those instead of saying, “You know what? I got to curate this a little more. I got to make sure I’m getting more potential prospects on and less of just anybody who asked to be on.” So, the first system checklist place that we look for problems or opportunities are under connecting.

Lee Kantor: The second one is under serving and being of service to our community. And some of the questions we ask around that are, Are you making sure the right people who matter most to you are winning? So that means are your clients getting clients? Are your guests being able to leverage their guest appearance in a way that’s helping them close a sale or make more money? And some of the metrics we’re counting are, how many interviews did you do? Who were they with? What are you doing to help them?

Lee Kantor: When it comes to listeners or consulting or sharing thought leadership, are you coaching people up on how to get the most out of their interview? Are you having follow up calls with your guests to make sure that they are kind of sharing it and creating the engagement that will help them and help you? Are you serving everybody in the marketplace?

Lee Kantor: Sometimes you want to focus on prospects, but sometimes you want to focus in on referral partners or existing clients or other community members or influencers. Make sure that everybody is being accounted for. Any of the people important to you are being accounted for.

Lee Kantor: And then, finally, the last area where we make sure that they’re doing the work that needs to be done is in the area of selling. Are you having sales conversations? How many sales conversations did you schedule? How many did you have? Are you closing enough sales? How many good fit potential clients came through the door? How many people bought something? What problem did they solve by buying something? Why didn’t they buy something? What problem did they want to solve that maybe you could expand into?

Lee Kantor: So, asking questions of the people who bought and didn’t buy, understanding why they bought or didn’t buy is important and helps you hone your messaging to them, and making sure that you’re getting in front of the right people who are getting the most value out of the service.

Lee Kantor: So, those are part of the Business RadioX Studio partner systems checklist. Those are the areas we look at when we’re troubleshooting and helping people get the most out of this great business opportunity.

Stone Payton: Well, I’ve got to tell you, man, having that actual checklist is so important to me because the hole in my swing is the connecting, the first one that you mentioned. It is so easy. Once you get your studio up and running, you know, it’s weeks or just a couple of months and you can have people in your studio every day just by saying, yes. But you got to put some intentionality behind it and get the right mix of those people who meet the prospect profile, those who could be good referral partners, those who are centers of influence. And, yeah, cast a wide net and say yes to a variety of people. But you got to really think that through. So, for me personally anyway, having this checklist is really important.

Tussle: The Game-Changing Gear for Women in Fight Fitness

September 27, 2024 by angishields

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On today’s Women in Motion, Lee Kantor is joined by Cary Williams, founder of Tussle, a fight fitness gear company for women. Cary shares her journey of opening her first boxing gym without prior experience, navigating the 2008 financial crisis, and eventually pivoting to create specialized gear for women. She emphasizes the importance of identifying market gaps and resilience in entrepreneurship. The episode highlights her partnership with WBEC-West and her plans for Tussle’s future, including a test partnership with Dick’s Sporting Goods.

Tussle-logo

Tussle is a woman owned and operated company in the USA. They are the only woman owned USA company that specializes in women’s fight gear.

Cary-WilliamsFounder Cary Williams has been in the boxing & fitness space for over 25 years as a fighter, Olympic level coach, gym chain owner, educator and presenter. She has trained and worked with tens of thousands of individuals in the realm of boxing.

Connect with Cary on LinkedIn and follow Tussle on Facebook.

Music Provided by M PATH MUSIC

Transcript-iconThis transcript is machine transcribed by Sonix

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studios, it’s time for Women in Motion. Brought to you by WBEC-West. Join forces. Succeed together. Now, here’s your host.

Lee Kantor: Lee Kantor here. Another episode of Women in Motion and this is going to be a good one. But before we get started, it’s important to recognize our sponsor, WBEC-West. Without them, we couldn’t be sharing these important stories. Today on Women in Motion, we have Cary Williams with Tussle. Welcome.

Cary Williams: Well, hello. Nice to get on here with you and chat.

Lee Kantor: Well, I am so excited to learn what you’re up to. Tell us about Tussle.

Cary Williams: Yes. Well, Tussle is a fight fitness gear company, and we specialize in women’s gear. So, we’re talking about athletes and non-athletes. So, you know, we’ve got gals that do boxing, kickboxing, Muay Thai, MMA, but they also do these activities for fitness. And so, we specialize in making their gear, well that it fits. We’re not doing a shrink it and pink it with it. We are actually form-fitting gear to fit them, and it looks amazing as well.

Lee Kantor: So, what’s your backstory? How’d you get involved in this line of work?

Cary Williams: Yes. So, about 26 years ago, I guess, I opened my first boxing and fitness gym. So, this was way before boxing and fitness kind of went together in the same sentence. And you would either go to a boxing gym to learn how to be a fighter, or you would do Tae Bo at home. So, I opened a- you know, it was kind of a pioneer back then and offering boxing for the everyday person that wanted to learn the skill set but didn’t want to get punched in the face. And I ended up growing that gym to three locations. I did not have any boxing experience before I dove into that. I didn’t have any business experience. I don’t have a business degree. So, you know, it was kind of I ended up becoming a fighter in an Olympic level coach throughout the years. So, it’s kind of a little bit of a backwards story, I would say, because usually you’re an athlete, a coach, and then you open a gym, but that’s, you know, the- that’s kind of the beginnings of everything.

Lee Kantor: So, what attracted you to boxing and fighting?

Cary Williams: Well, I was raised by my father, and I remember watching boxing with him being a youngster. But what had happened was when I graduated from college with my Environmental Science degree, I had a friend who was a boxer at the time. And I remember him talking about how people would come into the boxing gym, and they’d want to learn how to box, but they didn’t want to be fighters, and they never- you know, the trainers would say, “Well, you know, you’re going to- we’re not going to work with you because you don’t want to fight.”

And I just kind of thought, well, maybe that’s an opportunity to jump on. And I started thinking about what could I do? How could I open a business that is something no one’s done before? And that’s kind of what struck me was this, you know, kind of it was a gap in the market, really, something that hadn’t been done, and there was a need for it. So, I decided to hire him as my head trainer, and I put together a business plan. Back then, we didn’t have Google, so I bought a Business Plan for Dummies book. And I wrote up a business plan, and I set up an appointment with a banker at Bank of America. I did a lot of research on SBA and all of that, and I was able to land a $40,000 SBA loan, which he called a feel-good loan because I didn’t have any collateral or experience. And then, I kind of just took off running with that.

Lee Kantor: Now, were you initially targeting men, or was it men and women? Like, how did kind of the concept evolve?

Cary Williams: You know, initially, because there weren’t really any women that were doing boxing or really wanting to do any boxing, I really focused on everybody. So, you know, the thing is you kind of go into that guerrilla marketing state where we didn’t have, like I said, Google. So, we didn’t have social media, obviously. The field was very different as far as how you marketed. So, I would print up fliers, I’d go to local events, boxing events and pass out fliers. And I started actually get some press. So, I started to learn very quickly that I was a bit of an anomaly in that kind of arena. So, I wrote some press releases, sent out to the local press and was able to get some great articles on, you know, this woman opening a boxing gym in Sacramento, California. And that really did the trick. You know, getting that press really catapulted the business. So, yeah, you know, these are the things you do is kind of boots on the ground.

Lee Kantor: So, the boots on the ground, you’re just looking for people to come in and join, right? Like you didn’t care, man, woman. It was- you were just trying to get members at that point.

Cary Williams: Just getting members. You know, back then, I didn’t really think about, “Oh, we’re going to just cater to men or just cater to women.” It wasn’t even a thought in my head. It was just getting people in that wanted to learn but wanted to do it more for a workout. But we did start- because I am a woman, obviously, we did start to see more women coming in because, you know, if they see an article of this woman opening a boxing gym, immediately it’s, you know, female-friendly and, you know, I can come in, I can learn self-defense, I can feel comfortable, I could feel safe, you know, all of these things. So, we definitely started seeing a lot more women come in. And I’d say, you know, in the beginning it may have been about 20% women, which back then for a boxing gym was pretty high.

Lee Kantor: Yeah, I would imagine. And then, would it be that the woman is coming, like you mentioned, “Oh, I’m going to work out. But I’ll also learn self-defense.” Like, was- like how important was self-defense in kind of the marketing and the positioning of the service?

Cary Williams: You know, initially, I think that a lot of women did come in for that, but once they figured out that, “Wow, this is a great workout. My body’s changing,” then they saw more benefits to it. And then, what ended up happening, you know, like, over the years, maybe the first few years, we started to be a bit more fitness focused. And then, people were coming in for the fitness aspect of it. You know, we had- I actually created the first, what we call, boxing camps. You know, everybody says boot camp. There’s a camp kind of put on to everything. But back then, there really weren’t things like that. And so, I created these four-week boxing camps. And so, you know, we did the weights and measurements. We did nutritional guides. You know, there was a set time. They came in for four weeks, and so they could really see the changes and the progress. So, they would then start coming in more for the fitness side of it. And then, they would end up staying, not even because of the fitness part of it, but because they were learning this amazing sport, appreciating the sport, and it was challenging, and they started to kind of fall in love with that and the community that, you know, we were building throughout the gyms.

Lee Kantor: And this is a great example for our listeners that are entrepreneurs. At first, you’re just trying to see what works, right? Like everything’s kind of an experiment, and you’re doing different things, and you’re trying different things. And then, where you finding yourself, “Okay, this is working, let’s do more of this,” “This is not working. Let’s not do that,” like, is that how it, kind of, over the years, kind of fleshed out to what it is?

Cary Williams: Yeah, I believe those, and I don’t own any gyms anymore which, you know, we’ll get to Tussle because Tussle is a gear company. But over the years of those gyms, you definitely- you know, I had a lot of people going, “oh, you should add in kickboxing. You should add in yoga. You should add in, you know, all sorts of things.” But I stayed really true to, you know, what it was and what I started as, which, you know, there’s like two sides of that coin, right? There’s one part where you kind of stay the course, but then the other side, when you’re doing your marketing and figuring out what customers are coming in and what they’re wanting, then you have to be pliable. So, you know, you kind of have to shut the noise out of people telling you what you should be doing and listen to what’s actually happening in your space.

Lee Kantor: So, then, you kind of rode that wave for quite some time. You got to the point where you were franchising the concept.

Cary Williams: Yes, I started franchising the concept in 2007. And I ended up getting, you know, lots of loans because in California it’s extremely expensive to franchise, and I didn’t have any partners or anything. So, took out a bunch of loans, started franchising. I sold my first franchise. I had a couple of area development agreements that were in line to be signed. And by 2008, all of that changed.

Lee Kantor: Yeah. 2008, for those who weren’t paying attention, there was a little bit of a financial crisis.

Cary Williams: Yeah. So, when the housing market crashed, it crashed my company. You know, when you have agreements that are ready to be signed and you have folks that are ready to open up, you know, 20 gyms in Spain or whatever, and then the bank pulls back financing for that individual, then that goes away for you. You know, our company was impacted a lot by the housing market crash. So, what ended up happening was I had to close the franchise company. I ended up keeping three of my gyms open and went through some other things personally. And within a couple of years, I decided to move to Santa Monica, California from Sacramento. And I let my managers, at the time, run the gyms. And then I just opened a small studio in Santa Monica that was more of a one-woman show at that point.

Lee Kantor: And then, now, with all this experience in the space, you decided to kind of go into the clothing and apparel line.

Cary Williams: Well, I decided to go into the gear-

Lee Kantor: Gear?

Cary Williams: – line? Yeah.

Lee Kantor: So, that’s-.

Cary Williams: So, we do have apparel though, too. But what happened was- so, I’ll try to skip forward. My story is a little long, but what happened was when I had my studio in Santa Monica, I started to work with a lot of trainers. And so, I had a certification program. So, I started certifying trainers to teach boxing. It’s kind of to where you get to a point where you’re gaining such a skill set in one thing, and you want to pass it down to somebody else to also do that. So, I started training trainers. I started traveling around the country, universities and gyms and kind of, you know, training up all of these amazing fitness people to be able to teach boxing, because boxing started to become very popular in the fitness space and it’s continuing to grow.

So, I started doing that. And I was at a trade show last year, which is the IDEA World Convention. If you’re in the fitness space, you’re familiar with it. And I had these gloves that I had created for the programing that I was, you know, certifying trainers for, which was a boxing and a weightlifting program. And I had created these special gloves you could box with, and you could lift weights with. And I had those out in my booth, not really paying any attention to- you know, it wasn’t my focus of selling the product; it was more of the service. And I had a buyer from TJ Maxx approached me and asked if they could put in an order for my gloves.

Lee Kantor: It’s that simple, folks, right?

Cary Williams: Oh, boy. If only, right?

Lee Kantor: It just took, what, 25 years to be an overnight success.

Cary Williams: And still working on it. So, you know, that had happened. And it really kind of hit me. I thought, “Well, maybe I should change direction and focus on product. I have these amazing gloves that are the only glove like it in the market. And I just had a buyer of a huge retail company come up and want to put an order in for them. So, maybe that’s where my focus should go.” So, I sat on that for a few months, and I really thought out, what do- you know if I’m going to do product, what is my focus? You know, where should it be at? What population do I want to serve? And for me, it’s girls and women, and that’s for a lot of reasons. I mean, I’m a woman but also because in our space, there aren’t any companies that are really specifically making gear that fits us. And I thought, well, that’s where I’m going. I’m going to start a fight gear company and it’s going to be really for girls and women. And I came up with Tussle, created the logo, I started designing the website and it just kind of blossomed into this whole new thing. And I launched it in January 2024.

Lee Kantor: And here we are. We’re, what? Six-seven months in? What’s it- are you getting traction? Are you getting more and more orders? Is it- is the marketplace kind of embracing this?

Cary Williams: Yes, all three. We’re definitely getting more orders in. The market’s definitely embracing the- the gals who are in this space are really excited about it. We don’t just do boxing gear. So, we do, you know, Muay Thai gear, MMA gear. You know, pretty much all the fight gear you could think of, specifically for girls and women. And our hybrid glove, which is my patent-pending glove, is kind of a superstar of, you know, our line. I had a meeting with Dick’s Sporting Goods in March, which, first of all, was, you know, quite a feat to get that meeting. And we’re going to do a test in 25 of their stores.

Lee Kantor: Wow. That is an amazing success story. And it shows you a lot of lessons in that. And you touched upon one of them is when you start kind of going deep in one niche, you become kind of a subject matter expert and understand some of the nuances that maybe somebody who has more of a generalist understanding of things doesn’t appreciate. But because you went deep, you saw there was a space for what you have to offer.

Cary Williams: Yeah, I truly believe that. I think if you’re, you know, looking at what you- you know, maybe you want to be an entrepreneur or maybe you are already and really kind of figuring out in your space, where is there a gap? You know, we have to fill the gaps. We have to find the problem, and we have to create a solution. And, you know, that’s really, you know, what Tussle is. So, for any entrepreneur out there, that’s how you start it, right? What’s the problem? Where’s the solution? And how do I create that solution? And then, actually, let people know about what I’m offering. You know, that’s always the big hurdle.

Lee Kantor: Yeah. There’s lots of hurdles. There’s not just one hurdle. It seems at every turn, there’s another hurdle.

Cary Williams: Absolutely.

Lee Kantor: That’s why being an entrepreneur is not for the faint of heart.

Cary Williams: No, no, you have to be a risk taker. Big time risk taker, right? You have to be diligent. You have to have a mind of steel. Meaning you’re going to hear a lot of nos, and you’re going to get a lot of non-responding emails, calls. You know, a lot of that’s going to happen. And honestly, it does get discouraging. I’m not going to, you know, sugarcoat it. I’m not going to say, you know, “Oh, I have a strong mind. Therefore, it’s not hard,” or “Therefore I’m not discouraged,” because that does happen. I think it happens to every entrepreneur. But you know, the one thing that I have learned over all these years as an entrepreneur is that even when things seem like they’re not moving forward, if you’re diligent and you’re working every day toward your goal, they are moving forward. You’re just not seeing it yet.

Lee Kantor: Exactly. And that’s one of those things where- and I’m sure in the ring, it’s the same thing, right? You got to do the work every day. And then, it- you’re betting it’s going to pay off over time, you know, when it matters. And then, you might not see the benefit that minute but, you know, when the bell rings and you can still stand up and go, that’s where that is paying off.

Cary Williams: Exactly. All the hard work, all the early mornings, the bumps and the bruises, you know, all those things. Yeah. I mean when you’re in the thick of it in training for boxing or any, you know, combat sport, you’re just day in and day out doing the same thing, doing the same thing. You’re not seeing that end result yet. And then, when you step in there for competition, then it all kind of comes together.

Lee Kantor: Now, why was it important for you to become part of the WBEC-West community? Because it sounds like a lot of your work has been kind of as the solo founder of things.

Cary Williams: Yeah. Well, you know, I felt like WBEC-West really gave me a lot of different opportunities and continues to do that. You know, when they send out emails, their emails are full- chockful of great information, great opportunities. I never want to miss one of their emails because, you know, it’s- there’s always something in there. And, you know, becoming a certified woman-owned business that was- you know, it’s a tough thing to go through as far as you know, there’s lots of different hoops to jump through, lots of, you know, paperwork and those things. And they were just really, really helpful and made that process a lot easier for me. So yeah, I’m really glad to be a part of them.

Lee Kantor: So, what’s next for Tussle? You mentioned some deals with, you know, large stores and retail establishments. What else is on the roadmap as you move forward?

Cary Williams: Yes. We’re building our athlete teams. So, we have a couple of gals who are affiliates with Tussle that are at the Olympics right now. So, we’re, you know, really building our community just so that we can really spread the word, and so that all girls and women who are in this space, they know that we’re here and we’re there for them. And that’s really important to us. I mean, it’s, you know, really why I started the brand and the company, you know, not only just to give them what they need, but also support them in all of their journeys. So, you know, we’re continuing to do that. We’ll continue with Dick’s. We’re testing in 25 stores. So, I know it’s going to do extremely well. So, we’ll be getting into all their stores at some point and that’ll be a big endeavor. So, yeah, just continuing to push forward.

Lee Kantor: So, if somebody wants to check out the gear, what’s the website? What’s the best way to connect with you all?

Cary Williams: Yes. It’s tusslegear.com. And our Instagram is also @tusslegear.

Lee Kantor: And that’s T-U-S-S-L-E-G-E-A-R dot com?

Cary Williams: Yes, correct.

Lee Kantor: Well, Cary, congratulations on all the success and the momentum. You’re doing such important work. And we appreciate you.

Cary Williams: Thank you. Thank you so much for having me on to share.

Lee Kantor: All right. This is Lee Kantor. We’ll see you all next time on Women in Motion.

 

Tagged With: Tussle

BRX Pro Tip: Proven Perpetual Prospect Pipeline

September 27, 2024 by angishields

Jeremy Heilpern with Ammunition

September 26, 2024 by angishields

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In this episode of Tech Talk, Joey Kline interviews Jeremy Heilpern, founder and CEO of Ammunition, a full-service, integrated advertising agency. Heilpern discusses the evolving advertising landscape, emphasizing the industry’s move towards comprehensive services and highlighting the importance of AI in optimizing business processes. The conversation also covers Ammunition’s focus on high-value, consultative sales environments and their strategy to stay competitive and forward-thinking, including selective acquisitions to expand service offerings.

Ammunition is a full-funnel brand-building powerhouse dedicated to making change happen. With a comprehensive suite of services, including brand strategy, digital innovation, 360 campaigns, website development, media relations, personalized CRM, and Emmy-award-winning video production, all under one roof, Ammunition tailors strategies for today’s dynamic market.

Over the past four years, Ammunition has consistently ranked on the Atlanta Business Chronicle’s list of fastest-growing private companies. Ammunition has also earned recognition among Inc. Magazine’s fastest-growing privately held companies in the Southeast and secured a spot on the Inc. 5000 list in 2024.

Headquartered in metro Atlanta, Ammunition is a privately held entity. For more information, visit ammunition.agency.

Jeremy-HeilpernJeremy Heilpern founded his first agency when he was 14. He graduated college at 19, and has been building brands ever since. Today, Jeremy is the founder and CEO of Ammunition, a
full-funnel advertising agency in Atlanta. Equal parts creative shop and digital consultancy, Ammunition is an ambitious group built to serve hard working brands looking to make change happen.

Under Jeremy’s leadership, Ammunition has been recognized on the 2024 Inc. 5000 list as one of the fastest-growing companies in America and in Atlanta by the Atlanta Business Chronicle for four consecutive years. The agency boasts an impressive client roster that includes LG, the Atlanta Hawks, and Georgia-Pacific. In 2023, Jeremy led the acquisition of Mad Hat Creative, Atlanta’s premier and Emmy award-winning video production company.

Jeremy has an uncanny knack for building agency teams uniquely equipped to serve a client’s individual needs. From Fortune 500 companies to startups, Jeremy’s blend of technology expertise and insight-driven creative has worked to build an impressive list of brands that include Samsung, Panasonic, Mitsubishi, and many others.

Before founding Ammunition, Jeremy led the transformation of Morrison in Atlanta from a traditional ad firm into a dynamic digital agency from 2008 to 2017, most recently serving as president of the company before resigning to start Ammunition. He has also advised local and national political campaigns, including a U.S. presidential campaign, and consulted for several advertising agencies back when integrating digital was something that kept them up at night.

Connect with Jeremy on LinkedIn.

Transcript-iconThis transcript is machine transcribed by Sonix

 

TRANSCRIPT

Intro: Coming to you live from Atlanta, Georgia. It’s time for another episode of Tech Talk with your host, Joey Kline.

Joey Kline: Welcome. We got a great Tech Talk to start off the week. We’re going to be talking with Jeremy Heilpern, the founder and CEO of Ammunition. Ammunition is a full service ad agency, and we’re going to get a really good, solid definition of exactly what that is for laypeople out there. But a big part of this conversation is going to be speaking about digital transformation in that industry. And so it really overlaps with our tech mission and focus a lot. So Jeremy, who we have here. Why don’t you kick it off and give us a little intro and just a headline of what ammunition is about before we dive deep?

Jeremy Heilpern: Sure. Yeah. Ammunition is a truly full service, fully integrated advertising agency that we founded back in 2017. What that ultimately means at the end of the day is from brand planning to media planning and buying to creative, even video production, technology development. All of that happens in our four walls here. I think for for a while, one of the things we saw as a trend was this kind of niching of agencies where brands were looking to work with specialists across each of the service offerings that they required. And I think what we’ve seen over the last 18 months in particular, and a lot of the indicators are showing as the go forward 2025 and beyond, is agencies that are built to truly act as a full service partner are what brands are looking for that kind of one throat to choke, if you will, around all things that they need to help support their business. And so we think we’ve built the agency in a way that is well equipped to do that and set up to be successful in that sort of an environment.

Joey Kline: Why do you think that is? And there can be I’m going to pontificate. And then I’d love your answer. Right. There can be a number of reasons for this. Sometimes it’s just, you know, easier to have one organization that does all of your work instead of spreading across. You know, one thing that I’m curious about is because things change so quickly in your industry. Frankly, it’s hard for me to think of another industry in which practitioners have to keep up with changes so quickly. So does that potentially mean if one organization focuses on a narrow piece of that, that they become obsolete? I’d love to get your opinion on it.

Jeremy Heilpern: Yeah. I mean, I think you’re touching on some some themes that are absolutely inevitably part of that. Right. I think some of the maybe macro trends we look at around this issue is, number one, one of pricing. I mean, I think the more agencies you have, the more redundant things you’re paying for. So if you’re working with 3 or 4 agencies, that means you got 3 or 4 account teams, right? And if I can put all of that in one place, can I reduce the amount of overhead in that scope of work, for example, and then put more, more money into the outcomes versus what it takes to generate those outcomes? Right. So I think I think cost efficiency is one of them. We’ve seen that a lot this year in particular. Agency consolidation is a is a big topic of discussion where brands clients are trying to consolidate into fewer agency partners. Number one, I think for price. Number two is I think really being a strategic partner who understands their business. You know, one of the things we kind of help our remind our team of is that even though the work we do is what we think about every single day, even for folks in marketing, that work the agency is doing may be a fraction of their day. Right? And we kind of get a, I think, this misguided perception that they’re thinking about it just as much as we are. And I think because of that, the fewer agencies I have to manage so I can do the things I need to do, I can kick one strategic partner off one time, and then they can think about my business from a 360 perspective. Um, is is helpful, uh, for, for those clients who, who have other things that they need to be thinking about and other things that need to be doing.

Joey Kline: Okay. So you touched on something here that I’m maybe selfishly going to discuss because I’m very interested in where you got this, because I think it’s it is such a focus that most service providers do not have the fact that you think about your clients 100% of the time, your clients think about your work. You do five, maybe 10% of the time at best, right? Um, that I think is extremely important for any service provider across any industry. I certainly find it helpful in real estate to remember that I got that from a book that, um, Jared Belsky wrote, the great, uh, he’s got his own agency now, but he used to be with 360. I’m curious if you read the same book or if this is just, you know, something that you you’ve kind of come to as well?

Jeremy Heilpern: Uh, I haven’t read the book, though. It sounds like maybe I should, because it sounds like I’d appreciate some of the themes there, but, um, no, I mean, I think it was just a realization one day, you know, I think, again, we we wake up thinking about them. We spend all day thinking about them. We go to bed maybe thinking about things that maybe could have gone better that day, or projects that maybe we we delivered late and we, you know, start thinking about how we could have done better or things we’re really excited about that. We can’t wait to present tomorrow. Yeah. And I think it’s in that constant like we’re following up with our clients. Did you see that report? Did you see the deck? Have you? Right. It’s kind of the constant chasing that I think agencies do. And I think there just needs to be this pragmatic understanding that we are part of their day, not all of their day.

Joey Kline: I think that a basic lessons of first date etiquette on playing it cool a little bit do would do us very well. Yeah.

Jeremy Heilpern: I mean, I think not to change the subject, but I think it’s tangential is the first date metaphor is a good one. I think agencies constantly want things to happen on the agency’s time, whether that’s new business, whether that’s scope approval, whether that’s project approval. And it’s really our job to align to our client’s timeline, not to align them to ours.

Joey Kline: Yeah. Okay. Let’s go backwards a little bit. I want I want to understand the person that we’re talking to and how this agency came to fruition. So, um, you developed your first agency at 14 years old?

Jeremy Heilpern: Yeah. If we can call it an agency. Yeah. Yeah, yeah.

Joey Kline: Okay, sure. I’m sure that there’s a pretty entertaining story about how a 14 year old develops an agency. I’d love to hear more about it.

Jeremy Heilpern: I don’t know what it is. I think, you know, I’ve never made a dollar in my life that wasn’t related to advertising in some way. And I think that goes back to when I was 14 years old. I think, candidly at the time as a way to make money. I’ve always had kind of an entrepreneurial spirit in me. Um, I could figure out how to at the time, I was figuring out how to build websites and pitch that on the internet. And so you’re kind of a faceless person interacting with a faceless person on, on online job boards, right? And so I think there was this natural ability to leverage that and, and to make some money. Um, and then from there, you know, I went to college at an early age. I graduated when I was, I guess, 18 turning 19. Um, and then did work for a number of agencies around Atlanta before settling into one for the better part of a decade. And then when I left that agency, I left it to start this one.

Joey Kline: So given given what we’ve established about your entrepreneurial nature, starting an agency at 14, how were you able to go and work for a company that you didn’t own for about a decade?

Jeremy Heilpern: I think about that a lot, and I joke with people today that I don’t know how I did it for so long, and I could never go back to doing that again. I think it was just a it was a good situation. And, you know, I felt like I could learn a lot from the founder of that company. I was surrounded by good people. And, you know, it was one of those things where I think I took that job in particular, thinking this would be short lived. I would learn something and I would inevitably go do my own thing. And I think just where that company was in its timeline, the founder was looking for an exit. And so, you know, it kind of felt like, well, maybe this would all line up, like maybe in some way I would then step in. Me and a couple people, whatever that might look like. And I would kind of, you know, for all intents and purposes, not inherit the company. Right, but kind of inherit that role. Yeah. And, you know, for for all the oddities of it, maybe the stars aligned in a really compelling way. In the end, that’s not quite how it ended up turning out for a number of reasons. But, you know, first and foremost, it kind of became this analysis for me was, if I’m as smart as I think I am, then I could go do my own thing, or the market would tell me very quickly that I wasn’t as smart as I think I am. And that would be a valuable lesson as well.

Joey Kline: Yeah. Okay. Well, that that that makes sense. Um, but okay, so we’ve we’ve talked about a number of structural reasons why it made sense for you to move on to your own thing, as well as your own intrinsic entrepreneurial spirit. There must have also been a part of you that said, well, there is something compelling behind my vision for an agency such that I can get market share right. You are certainly not the first person to establish a full service agency. So what was what was your thought about what was missing and what ammunition was going to provide that wasn’t out there?

Jeremy Heilpern: Um, simply, honestly, it’s focus. I think what a lot of agencies get wrong is they’re afraid to say no to anything. And in that, in that fear of saying no. And what they’re saying no to, to be clear, is, is something that could lead to revenue, right? And so I think they chase anything and everything, um, in order to ensure that they feel like they’re filling their coffers, they’re loading up the funnel, so to speak. Right. Like they’re they’re chasing new business. And I think agencies, by and large, fail to do what we encourage our clients to do when we lead them through branding exercises. I worked with a guy once upon a time who who said, and I’ll never forget it. I say it all the time as though I made it up. You don’t really have a brand position until it costs you something. And I think I think agencies say that maybe in not quite so succinct words to their clients, when we lead those brand planning, messaging assignments, those creative assignments, and we don’t apply it to ourselves. And so I’ve been I’ve been the kid in the bullpen on the receiving end of a creative brief and then realizing three months into a project like, I don’t understand this category, I don’t understand this brand, I don’t really I couldn’t really describe it to to my friends if I wanted to.

Jeremy Heilpern: Right. Um, and I think by and large, that is because agencies move from one RFP, so to speak, to the next. And I’ve worked in agencies where today it’s, you know, out of home and it’s billboards and tomorrow it’s no, we’re really good at building mobile apps. And the next day it’s like, no, we’re really good at at website development. And it’s always kind of shifting. Um, versus really having an honorable position in the marketplace where we say, here’s where we’re planting our flag. These are the categories we serve. Here’s why we think we have the right to win any piece of business that comes across our desk that fits a certain set of criteria. Uh, and, and really being focused on that and willing to say no to the things that don’t fit that criteria such that we have not only a position, but in many respects, some pricing power when we enter into those conversations. So it’s not a commoditized service where it’s a race to the bottom of procurement, driving who’s the cheapest vendor.

Joey Kline: So what would you define as your ownable position in the marketplace? Yeah.

Jeremy Heilpern: So it’s it’s evolved, to be honest with you, when we first started the agency, we were very focused. We were only pitching brands in the home and building product space. Uh, and it still represents a sizable portion of our portfolio during Covid as everyone got locked up at home. What happened? They bought bigger homes. They bought second homes. They expanded their homes. They, you know, they they remodeled their homes. And so for many of the brands we served in that environment, they did well. And so we did well. And we were on the right side of brands who wanted to buy market share when others were maybe a little bit uncertain. And so Covid was was an accelerant for our business. But for many people that we all probably know, I certainly have buddies who had agencies and hospitality or travel and tourism, and those agencies just don’t exist anymore. And so we had a healthy understanding that we needed to take a step back and say, were we really going to commit to being so beholden to any one category? Or was there DNA about this category we could use as criteria for other industries that we could also serve? The way we talk about that today is it tends to be hard working brands that navigate long term selling environments, more complex paths to purchase, and typically have multiple influencers in that decision making process.

Jeremy Heilpern: It could be B2B, it could be B2C. Um, but the the silly example I like to use is, um, within building materials. Right? Nobody ever went to Home Depot to buy a hammer and walked out with $60,000 in appliances. That’s just not a use case, right? And so for for the brands that we serve, they tend to be the more calculated, more considered long term purchase where we have to drive awareness for the brand, maybe even before you’re truly ready to process a transaction and still be top of mind as the brand of choice six, nine, maybe even 18 months from now when you’re actually ready to to transact. And along that journey, uh, kind of managing the expectations of each one of those influencers who might influence that purchase decision at the end of the day.

Joey Kline: That, that, that is that is an interesting way to segment the market, right? Because I feel like, you know, you can you can generally divide salespeople into a transaction sale and a consultative sale. And in most cases, if not all, the consultative sale is the one that requires more skill, more hand-holding, but higher dollar value, higher stickiness. And so from an advertising perspective, if you are serving those clients and you have you are fluent in the language of that type of sale, I could very easily understand how that is a competitive advantage, as opposed to I’m going to try and convince you to come to McDonald’s over Burger King, right? These are not just equal equal burgers here. There’s something much more strategic about the work that we’re doing.

Jeremy Heilpern: I think that’s right. I mean, I think for for us it tends to be again, I like the considered purchase phrasing. It tends to be very measurable at the end of the day too, you know, so we’re able to see very clearly the data that informs. Are we successful? Are we not successful? Can we hold ourselves accountable to the outcomes that we’ve been aligned with the client to achieve? If we did it, great. Let’s do more of the things that worked. If we if we missed, why did we miss? And can we come back with a really objective understanding based on the data as to why that is and how we apply those learnings to make the work better? Um, so, yeah, I mean, I think, I think that’s one of the things we like about it in particular as well, is just the data driven component of it’s really easy to put wins and losses on the board for the work that we do and be proud of, of the times where we where we over deliver and, and then hold ourselves accountable when we don’t.

Joey Kline: Yeah. No. Like I could see how from a, uh, this is beneficial for the client because it’s measurable. It’s also beneficial for the company, the agency because you’re able to, you know, not only use those sort of stats to sell future business, but also justify current business.

Jeremy Heilpern: Yeah, I tend to agree. Yeah.

Joey Kline: Okay, let’s let’s talk about evolving digital trends. Um, so I feel like if, if anyone, like anyone that interacts with the world today, should know that advertising comes at them from all different directions and all different mediums and all the free stuff that they get is because of advertising. Okay, but I do think that there is perhaps a somewhat anachronistic view when you think of just the word capital A advertising. Right? I think there is a segment of the population that simply equates that to a mad men version of the world, okay. Which obviously does not exist anymore. Um, as I said before, I have a hard time thinking of another industry in which you are. So, you know, trends can become obsolete so quickly. And so I’m curious, one, how you, as a founder, stay up to date on best practices and two, how you hire for talent that not only knows it now, but that you projecting forward you think is going to be able to do that and be accretive to your business and not, you know, be in stasis.

Jeremy Heilpern: Yeah. Let’s start with the second one. Maybe first. I think, um, the way that you you hire talented people is you have a compelling and employer value proposition, right? And I think largely that comes down to the sort of work environment that you’re willing to provide, where you’re asking people to work from and why they should be excited about that. How you comp them and align them to the same incentives the organization has. And then probably most important is if you want to have talented people who are going to be on the leading edge of trends, you need to be also offering them compelling work, because that’s what’s going to keep them excited, right? And so I think that that for us tends to be where we try to be focused in particular is of course, we want to pay our people well. Of course we want to treat them well, of course. Right. We’re and we’re going to get that right. And we’re going to get that wrong. And it’s going to sometimes be a matter of opinion, you know, from person to person if it’s a good fit. Right. Um, as with any job, you don’t like it. You go find another one, right? Um, I think I think the work, especially in this business, is so much more the focus almost than, um, not more the focus. That’s the wrong way of thinking about it. But it’s so important that the right work is there that I’m being asked to solve compelling problems, that if the world is talking about.

Jeremy Heilpern: I work at an agency that’s thinking about AI, that’s involved in those things, that’s thinking about those things. So I think, I think first and foremost is, is thinking about the work you’re doing, and is it going to attract the same sorts of people that, let’s say a Google or a Microsoft or a meta who I could look out my window and pretty much see, you know, Atlanta headquarters for each one of those companies and for the roles that we hire, whether it’s in our product design or technology development teams in particular, like they have job postings up for those same roles that I have. Right. And so why do I want to work at an advertising agency versus a technology company? And I think that comes down to the environment, number one and the work number two. Um, on the first, on the first question around how I stay, uh, aware of the trends is, I mean, number one, I read a ton. Um, you know, I’m involved in as much content, uh, as I can, whether that’s podcasts, whether that’s books, whether that’s, you know, you know, industry trade rags or technology. Uh, publications, whatever that happens to be. I think also just being in the work is important. You know, I’ve been very mindful that I never want to be the guy who people are laughing at because he doesn’t know how to, you know, you know, make a presentation or jump into nowadays Figma.

Jeremy Heilpern: Maybe back then when I was thinking about it, it was the photoshops of the world. Um, but really just being in the work, being connected to it. That’s not to say that I’m designing anything these days, or I’m writing any code, and it’s probably better that I don’t, frankly. Um, but, you know, I came up doing the work, and I like to at least be attached to the work, reviewing the work, discussing the work. Um, and then, you know, when we do things like we we started an AI committee internally to be kind of a think tank about how we, uh, are using it, how we are thinking about it ethically, how we are leading our clients around how to think about it. You know, I joined those things. I want to be involved, but I don’t want to be the person in charge. I want to be a participant in those meetings and have somebody else be the person in charge of those discussions, because I don’t want to lead the witness or have people feel like, you know, it’s going to be some preconceived outcome. I want to I want to be a participant and let the folks around me lead on those things.

Joey Kline: I would imagine you’re at the look. There’s a point in every business at the beginning where the founder is the company, the founder is the chief salesperson, the founder is the chief delivery mechanism. Um, the best companies are not dependent, are not a cult of personality. They are not dependent on a founder. Right. And obviously, while that is not to denigrate any of the things that you do for the company, but obviously you want to elevate other people to be able to do that selflessly, but also selfishly, I imagine.

Jeremy Heilpern: Uh, yes. Yeah. I think agencies in particular, I don’t know that they have they can go so far as claiming kind of the cult of the founder or that much personality. But I do think what agencies, you can look at many of them and see that the guy who founded it or serves as the CEO, um, is so in the business that he, he’s effectively a group account director more than he’s a CEO. Right. Yeah. And I think that from the very earliest days of ammunition was something I was very mindful of. I’ve worked for those guys and that’s not to be critical, but I think it is an awareness that if you want it to be a lifestyle business, then that’s probably a way you could run it. If you want to build a real business that maybe has future value for somebody to acquire as an example, right. Then you got to think about it differently, and you’ve got to build a team that truly is able to operate with or without you.

Joey Kline: Yeah. All right. You brought a couple of things that I think are good topics to discuss. So it’s interesting you talk about competing with technology companies for talent because typically when I hear this on that show, it is other technology companies that are discussing, you know, exorbitant pay scale and how it’s just it’s a it’s a bloodbath out there. I have I don’t think I’ve ever we’ve had a couple agencies on this show. I don’t think that I’ve talked to another one that is directly looking at talent going towards, you know, the Fang companies as competition. So how I guess, how do you compete for it. Is it dollars? Is it lifestyle? Is it type of work? I’m just that’s the first time that I’ve heard it from anyone. So I’m curious how you think about that.

Jeremy Heilpern: I mean, yeah, it’s all three, right? Like, I mean, of course we’ve got to be compelling on comp, but I’m not Google. I can’t issue a bunch of stock options. Right? Like there’s just going to be natural things where I’m at a disadvantage. I think the work is a component. I think agency lifestyle is a component. It’s not for everybody, but I think for people who like it, they really like it. I think being involved in the work, the way that we are is different where we are. We are directly working with the clients every single day. Where I might imagine in a in a technology environment, I’m, I’m fairly far away from the end consumer. Right. I think that creates opportunities. I think the energy of an agency can be also very compelling. You know, coming to the office and there’s a video shoot taking place and the editing suites are fired up and there’s just that fun kind of commotion happening. I do think agencies have an energy that I think is infectious, and I think people who who like that work. Who? They like to be involved in that stuff. And I think it’s very much it’s a, it’s a 360 business where I’m not being brought in to a machine that’s already kind of working with or without me. I’m just being plugged in. And then if I walk away, they plug somebody else in, right. Um, you really have the ability to inform everything we do, regardless of what role you have here, right? Um, if you’re a technologist, you may see creative on the wall and go and meet with the creative director who came up with that and have a conversation about it, or vice versa. Right. So I do think it’s a different environment. You know, I think I think for us, we have a healthy understanding that we’re going to hire those people away at times, and we’re going to lose good people to those companies. Um, that’s just part of it.

Joey Kline: But you know what the it’s so interesting how those companies have evolved, right? I think that for some portion of the public, we still think of these companies as these really dynamic, early stage, cutting edge companies. Yeah, these are big business. These are massive bureaucracies that are kind of slow Sometimes, um, and you get really siloed. And I feel like the type of person that is going to be comfortable in that environment, in a very narrow portion of that business, probably not the person that is going to be able to deal with the, um, maybe not jack of all trades nature of a of a, you know, earlier company, but just the more dynamic nature of a company like yours.

Jeremy Heilpern: Yeah. It’s interesting you say that, um, we hired somebody very recently, uh, a very senior person. Uh, they weren’t at a technology company, to be clear, but they were at a brand you would know here in Atlanta. It’s very well known. Um, and I was meeting with them. I’m kind of the final person in an interview process. Mostly just a culture and vibe. Check. I want to know the people who work here. Right. But other people are deciding if they’re the right fit for the role. Um, and I was I was talking to this gentleman, and I was like, why? Why ammunition? Um, and he, he said a couple of things that I think reinforce what you’re saying. Number one, interestingly, for maybe your audience was, uh, that we were in office. So we are in office three days a week, and then the other two days of the week are optional. You can work where you want to work. But he talked about in this very corporate environment, because of how vast the organization is and how many teams across the country there are, they have these very flimsy hybrid work policies that would see him show up to work and be the only person on his team in the office on his required in office days.

Jeremy Heilpern: And he’s still, you know, dialing into a zoom meeting to talk to the person, which he could have done from home. And he missed the days of being able to sit around, you know, a talk things out with coworkers, have that kind of dynamic. He actually posted in our group kind of shout out praise Slack channel his first day here, a note being grateful for having a desk to set up his action figures at. Right like it was. It was just this interesting thing from somebody who’s had it both ways and has a 15, 20 year career, and that was his kind of perspective on those things. I think the other thing you touched on, which he also said was the ability to just walk in my office and have a conversation that may have an impact on the company is obviously at a big publicly traded company. Not an option. Right? Yeah. And so I think those two things are are valuable. And I think I think they speak to obviously our industry but obviously different size organizations as well.

Joey Kline: I mean that’s that’s compelling feedback. Um, it makes sense. You know, look, obviously this is not a real estate podcast, but of course, some of the times we talk about culture relates to workplace. Look, I think two things can be true at the same time, right? I’ve always thought that it was a even before I, you know, did what I do. I’ve always thought it was silly that someone had to be at a desk for however many days they’re, you know, working five days a week. Right? Like, if you if you really need to keep track of someone that closely, you probably, uh, need to check your management skills. Or maybe you don’t have the right people. Okay. So I think that freedom is a good thing. But I also think that we get lonely and we thrive off of human connection. And, um, it’s. I think this is why you are starting to see some of the larger companies. Amazon is of course the most recent example, right? It how do you have if you give each different manager, um, a different policy as it relates to their own hybrid schedules. It is a recipe for someone to come in and just be in a sea of cubes where they’re the only one there. Um, and I think that it has been much easier for the smaller companies where there is a real, um, there’s a tangible sense of camaraderie just to kind of get back to it and be around each other a little bit easier and simpler.

Jeremy Heilpern: Listen, I agree and stop me if I turn this into a real estate podcast because I get fairly I’ve thought about this issue a lot, and I think just a couple of things that maybe are worth sharing. Number one, I would say most of the people who’ve joined our team in the last 18 months, in particular, have left fully remote jobs with the desire to get back in office. And I think the interesting thing you don’t see in your LinkedIn feed being announced every day. Um, number two is we talk about this a lot as an agency leadership team. Anybody with any kind of career behind them at all can think about somebody who had a outsized impact on their career. A coworker who took them under their wing served as a mentor. Anybody who started a business or left a job or whatever that is, has built a network that then they could call on as leverage to do the next thing. The best way to do that is proximity to other people, right? I just I was just in Houston with a client last week. It was a sensitive conversations. We could have done it behind a Google meet, but I just felt like, you know, the best way to do this proximity. Sitting in a room face to face, having, having, having those conversations. And I think especially people who maybe graduated during Covid or post Covid don’t understand the value of those relationships. Can you can you be successful without it? Maybe. But I think for senior people, being able to serve as a mentor, that’s a valuable thing for junior people to develop relationships with senior people. That’s a valuable thing. And that’s that’s how we try to encourage it within our four walls.

Joey Kline: I think you can get a job without it. I think you can have a career without it.

Jeremy Heilpern: Yeah. That’s right.

Joey Kline: Yeah, that’s that’s the difference. Oh, look, I’m, I, um, the the two bosses who, you know, ran the 25 person company that I started at. I still see them every time I go to DC. I met my wife in the office, and, you know, it’s just like it’s. Yeah, I think we’re we’re we’re simpatico on this level. Okay. So to to get back to your company and away from real estate, uh, there was another thing that you that you mentioned that, uh, I everyone talks about I. Yeah. Okay. Um, it’s on earnings calls. It’s a buzzword everywhere. Um, I think that the majority of companies that discuss this on investor calls, frankly, have no idea what they’re doing about it. Um. Um, I imagine that is likely not the case with your organization that you actually understand this and what it can be and what it cannot be. Expand upon what you think AI is going to do for your industry and where you’re interested in utilizing it.

Jeremy Heilpern: Yeah, I mean, I think, you know, within the creative space, I think there’s another layer that I would add to what you’re, you’re articulating, which is you also deal with this dynamic of maybe tech forward evangelists who are hungry to integrate it because they are tech forward people. Right. And then you have, let’s call them, uh, creative romantics who see it as a denigration of their craft, something that is going to, uh, um, make it worse. Right? It’s going it’s going to devalue what it is they bring to the world. And so I think we we navigate this not only through the lens I think everybody else does. What are the ethical things? How do you think about this? How do we make sure we’re not left behind all those sorts of considerations. We have the tech forward group that goes back into your your trend spotting and talent retention thing that we talked about a moment ago, where we want the leading edge, where people feel like this is an organization where I’m going to get experience in this area. I don’t have to leave to go somewhere else to do that. And then also navigating the creative romantics who actually don’t want us to touch it at all. Um, and so I think to the latter, you know, one of the things that I would say about AI, it answers your question, but I think it also addresses that particular unique perspective, which is we look at it as something that if you’re thinking through the lens of, let’s call it like a video director, for example, let’s think about the last time you had an incredible concept and you pitched it to the client and they loved it.

Jeremy Heilpern: And then as we started mapping that out and casting and finding locations, suddenly budget became an issue and we started having to cut away from your vision in order to deliver whether that was on timeline, whether that was on budget or whatever that happens to be. My question to the team, especially within our AI committee, is how can we look at AI as something that helps essentially give us more time and budget? Where do those opportunities come up? Not that I’m replacing my directors and my creatives with AI, but it’s a tool that makes them better at their job, right? It’s like. It’s like, you know, getting a typewriter didn’t make anybody a great author, right? Like, I don’t think AI is going to be something that suddenly makes anybody or replaces them or any of those sorts of things that people worry about. What I do think is it is a tool that helps us all be a little bit smarter, do a little bit better at our job. And those who embrace it as part of their tool set are going to be the ones who come out ahead. Those who do not find the right ways to embrace it are inevitably going to be the group that gets replaced by it.

Joey Kline: Yeah, I mean that that sounds about right. I mean, are there any particular business lines or functions that you have found that current versions of AI work well for right now?

Jeremy Heilpern: I think our technology team uses it a lot from a web and software development standpoint, kind of a, um, like a co-parent type of situation. You know, it’s not doing the work for them, but it maybe is something that they can talk through problems with, kind of doing some of the initial scaffolding, some of the repetitive stuff that they have to do on a day in and day out basis. It’s been able to be an accelerant there. I do think from a creative standpoint, and we’re very transparent with our clients when we’re using it. You know, the days of, you know, come, come to us with three creative directions. We’re going to have to kill two, but you’re going to spend a month working on it. Uh, you know, we’ve gotten very quickly, let’s not obsess in Photoshop over getting it. Exactly. Pixel perfect. Let’s use AI to create those graphics we share with the client. This is for demonstration purposes only. We’re just trying to help articulate an idea visually. Once you select a concept you want to go with, then we’ll go back to the drawing board and kind of create those things from scratch, if you will, but use it just to get to know faster in that situation. Yeah. Is is one of the ways it’s been incredible for us and then and then and all the obvious objective ways. Right. Like it’s great from our media standpoint on the data, uh, standpoint, being able to analyze data much more quickly and come up with insights much faster. Um, so I would say it’s an accelerant in those parts of the business as well.

Joey Kline: Okay. That makes sense. Um, you mentioned something before, and this is probably my my last question for you, unless there are other topics that you want to expound upon. But you you know, you mentioned about how your roster of clientele was good to you throughout Covid based upon the, you know, nature of their business. There were industries that just didn’t have the same opportunities based upon who they were working for. We also talked about, oh, industries that, you know, are not full service, that are maybe a little bit more siloed, and that might not be in favor. That leads to are you in acquisition mode? Are there acquisition targets of some of these businesses that have, you know, good, good foundations but need a little bit more of a push?

Jeremy Heilpern: Yes, I think, um, you know, last summer we acquired probably Atlanta’s premier video production Studios, an award winning shop. Emmy Award winning shop, I should say. Um, and we, we integrated that into our business. It was a it was a service line we didn’t previously offer, and we thought if we could bring that kind of deep vertical capability that’s been in this market, they had been around for about eight years. We had done a bunch of business with them ourselves, and we said, if we could bring that in-house and then maybe cross-pollinate our full service agency offering to their very niche offering, historically, it feels like that could be a very compelling way for us to turn that into an ROI positive thing very quickly and candidly. We were able to do that and pay for that acquisition within the first year of doing it. That’s great. We are interested in more opportunities like that. I wouldn’t say that there’s a mandate here to just go buy stuff, but where we think it’s a it’s a good business that’s additive to what it is that we’re doing. And probably my bias, if I were articulating it today would be the same playbook, a niche firm that we could plug in to make us even more vertically adept in some area of our business, but then cross pollinate agency offerings. We would look at that for sure.

Joey Kline: Sure. It’s not. Your business strategy is not necessarily inorganic growth, but when it makes sense and it aligns with the culture. You know, let’s let’s pursue it.

Jeremy Heilpern: Yeah, 100%.

Joey Kline: Yeah. Okay. Um, this has been great. I mean, it’s, uh, you have an interesting background. You have an interesting story. It sounds like you guys are doing great work. If anyone listening to this wants to learn a little more about ammunition, how do they get in touch with you or whoever they should talk to about talking to the company about working together?

Jeremy Heilpern: Yeah, you can see our work. Some case studies at ammunition Dot agency. That’s obviously our website. And then there’s a contact form on the contact page where if you want to get in touch because you’re, you’re looking for a gig or you’re looking for an agency, there’s forms to do that. We’re always we’re always looking to talk to exciting people who want to make change happen.

Joey Kline: All right. Ammunition Dot agency. Jeremy, thanks a lot for coming on and sharing your story.

Jeremy Heilpern: Thank you very much.

 

Tagged With: Ammunition

How Jane Hartgrove Transformed Tres Picosos into a Leader in Mexican Cuisine

September 26, 2024 by angishields

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Women in Motion
How Jane Hartgrove Transformed Tres Picosos into a Leader in Mexican Cuisine
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In this episode of Women in Motion, host Lee Kantor interviews Jane Hartgrove, owner of Tres Picosos, a company specializing in burritos and Mexican food. Jane shares her journey from starting as a packaged burrito brand to expanding into a broader range of Mexican cuisine through a contract manufacturing model. She discusses the importance of customer responsiveness, product innovation, and maintaining authenticity. Jane also highlights the growth potential in various retail channels and her experience as a woman-owned business, emphasizing the support from organizations like WBEC West.

Jane-HartgroveJane Hartgrove is owner of Tres Picosos, a Mexican food company with four brands: Tres Picosos, Naughty Chile Taqueria, Muncho Muncho, and Tres Locos. Founded and headquartered in Denver, Colorado, Tres Picosos — translated as three hotties, or spicy peppers — has produced authentic Mexican burritos for the convenience and foodservice channels since 2005.

Hartgrove has grown Tres Picosos from a regional store-distributed brand to a national distributed CPG company with more than 75 wholesale partners and 3,000 retail locations. Beginning her career as Assistant Editor of WaterSki Magazine, Hartgrove wrote features and columns, managed photo shoots, and covered professional water ski tournaments. Hartgrove then spent six years as a partner in Marketing Resources Group in Winter Park, FL, where she created and implemented many national public awareness programs.

With responsibility for the Miller Brewing Company’s Designated Driver campaign and other safety outreach campaigns, Hartgrove also produced public safety marketing plans for other high-profile clients such as the US Coast Guard, Toyota and Coors. Concurrently, as director of the company’s Personal Watercraft Riders Association, Hartgrove was responsible for media relations, government relations and membership services.

She created promotions and campaigns to increase membership and public awareness about the association’s mission. In 1994, Hartgrove relocated to Denver, Colorado, and opened the Denver office of Marketing Resources Group. She was a founding member of International Women in Boating, and a contributing editor to several boating publications specializing in boating safety, regulations, the environment, and marketing to women.

From 1998 through 2000, Hartgrove served as director of marketing for telecommunications software provider Evolving Systems Inc, where she directed the company’s comprehensive marketing, public relations and philanthropic efforts. Hartgrove helped her family’s venture Passport Foods Company, Inc. bring several brands together in 2003 to develop, manufacture and distribute fresh, pre-packaged ready-to-eat salads, dips, sushi, burritos, sandwiches, party trays, and custom fresh offerings to Colorado retailers and foodservice wholesalers. Passport Foods made a variety of on-the-go products as well as consumer packaged foods, and launched Tres Picosos burritos in 2005. Tres-Picosos-logo

Hartgrove bought that brand from the company in 2011 and continued to grow and expand the Tres Picosos company as a WBENC-certified woman owned business. While focusing on Tres Picosos burritos, in 2015 Hartgrove launched Naughty Chile Taqueria with her business partner/husband Shultz Hartgrove to serve the foodservice and convenience industry with high quality Mexican food made to order. Naughty Chile Taqueria is a licensed concept for quick-serve Mexican food at non-traditional retail locations. Capitalizing on their combined experience with QSRs, the convenience/non-trad channel, consumer packaged goods, and marketing, the Hartgroves brought this compelling consumer brand to market and expanded into mainstream foodservice distribution.

As a business owner, Hartgrove has proven success at building brands and growing sales via constant attention to product quality, customer presentation and packaging. Hartgrove graduated from the University of Florida College of Journalism & Communications with a BS in Public Relations in 1987. While at UF, she was a member of Pi Rho Sigma, the Public Relations Honor Society; an on-air announcer and PSA writer for NPR affiliate WUFT-FM, Classic 89; Communications Assistant with UF Office of the President; and Special Events Coordinator for the University of Florida Foundation.

Hartgrove enjoys the Colorado sports of hiking and biking, the Florida sports of golf and boating, and the universal enjoyment of gardening and wine tasting. While committed to comida delicisoa and relentless promotion of Tres Picosos, her children Augustus, Sophia and Margaux are her proudest accomplishments.

Follow Tres Picosos on LinkedIn and Facebook.

Music Provided by M PATH MUSIC

Transcript-iconThis transcript is machine transcribed by Sonix

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX Studios, it’s time for Women In Motion. Brought to you by WBEC-West. Join forces. Succeed together. Now, here’s your host.

Lee Kantor: Lee Kantor here, another episode of Women In Motion and this is going to be a good one. But before we get started, it’s important to recognize our sponsor, WBEC-West. Without them, we couldn’t be sharing these important stories. Today on Women In Motion, we have Jane Hartgrove with Tres Picosos. Welcome.

Jane Hartgrove: Thank you. I’m elated to be here.

Lee Kantor: I am so excited to learn what you’re up to. Tell us about Tres Picosos. How are you serving folks?

Jane Hartgrove: Tres Picososis a burrito company, and we have expanded to make all kinds of wonderful Mexican food. I started in 2011 when I bought the brand from my family’s company, and it was a packaged burrito company that we were doing what’s called DSD, Distributed to Stores Directly. And since then, we have expanded rapidly. We got three different packaging styles. We no longer do direct distribution. We have distributors all across the United States, and also we ship to Guam. We’ve got some Circle K stores out in Guam that are serving our wonderful Tres Picosos burritos.

Lee Kantor: Now, can you share a little bit about how something like this happens? A lot of folks think about food service, and they don’t think about going in this direction. Can you share a little bit about the backstory about how that came about?

Jane Hartgrove: Yes. I’m really happy to say that we expanded very organically. My family’s company had a food production facility, and we were making all kinds of wonderful things, like seafood salads and sushi and green salads, you know, like a chicken salad wrap or a grilled chicken Caesar – let’s see – cocktail sauces, sandwiches.

Jane Hartgrove: And a retailer came to us because of the distribution channel that we served. And he said, I have this burrito that’s coming into my stores every day, hot in foil. It’s delicious. Very authentic. My customers love it. But I’ve got 35 stores and I don’t really know where they are making these burritos. And so, I need a production facility that has USDA designation in order to be sure that the food quality standards are adhered to and we can expand to all these 35 stores.

Jane Hartgrove: So, we launched the brand Tres Picosos in order to fill that need. It was a direct customer request. And we’ve never looked back from doing the distributed to the stores directly to the large scale distribution model that can reach every aspect of the United States.

Lee Kantor: And then, you started honing in on Mexican food?

Jane Hartgrove: Right. So, this company had a bunch of different brands underneath of it. And I was the kingpin behind the Tres Picosos brand because I loved it the best. When things got a little bit too hairy for me, I bought just the brand that I wanted, which was Tres Picosos. So, in 2011, I established Tres Picosos as the woman-owned company. And I could outsource everything. I no longer needed the production facility. I got what’s called a co-pack business model. It’s also called contract manufacturing. So, we have co-packers to make our food to our recipes and our specifications and using our packaging.

Lee Kantor: And then, your responsibility is to kind of sell it into stores?

Jane Hartgrove: Right. Sales, marketing, promotion, quality assurance, everything other than the actual production, which is, you know, inside the food production facility working the production line.

Lee Kantor: So, how do you develop kind of new brands? Like, are you doing kind of R&D and saying, “Okay, maybe there’s a space in the market for something else”?

Jane Hartgrove: Yes, absolutely. We do that. We work really closely with our customers. Our primary channel is the convenience industry, which is also known as convenience retail. It’s our favorite channel. It’s where we started. And we’re expanding into grocery and food service as well, which I’ll tell you about our secondary brand in just a few minutes. So, with the convenience channel, because we have such great strong relationships with our customers, we often are able to fill their needs. Just recently, a customer came to us with a suggestion for the fillings for inside of a quesadilla. And so, we’re launching this as one of our quickie burrito mixes under the Naughty Chile Taqueria line. So, we’re very, very responsive to our customer needs.

Jane Hartgrove: I would like to tell you about the Naughty Chile Taqueria product line. I established the brand Tres Picosos in 2005 with my family’s company. Then, when I bought the brand in 2011, I ran it with the outsourced business model. And then, in 2015, I launched another brand called Naughty Chile Taqueria. We always had the idea to sell the great food that’s on the inside of the burrito in bulk for retailers and food service operators to be able to run a Mexican program on their own.

Jane Hartgrove: So, with Naughty Chili Taqueria, it is a scalable platform and the food service professional or the retailer can take just beans and rice and our bare breast chicken, use it with our green chili sauce, and make burritos all day long in-house. Or they can run an entire Naughty Chili Taqueria set up, like a quick serve restaurant that’s inside their other location, think airports, hospitals, universities, coffee shops, convenience stores. They can run it as a licensed outlet of Naughty Chili Taqueria.

Lee Kantor: And then, why would they choose this path rather than partnering with a Mexican restaurant brand, maybe a franchise?

Jane Hartgrove: Well, it has to do with ease of operations. All of our food is completely cooked, so it’s very easy to execute. It’s also infinitely scalable. So, it’s all thaw, heat, and serve. Now, the recipes are authentically Mexican. We’ve always had Mexican chefs. And we want to take the back of the house labor way, way back for whoever is serving the food. I mean, beans take six hours to boil. And our barbacoa beef, it boils all night for the slow braise and that very, very delicious infused carne. It’s just delicious. So, we’re taking the labor out of it for the retailer, streamlining the process so that they can serve their food and put their workers on frontline where they belong.

Lee Kantor: And then, they could still offer kind of an authentic Mexican product?

Jane Hartgrove: Exactly.

Lee Kantor: So, they’re not skimping on quality or authenticity. They’re just having a more efficient way to execute that and deliver value to their customers.

Jane Hartgrove: Yes. Because in these retail establishments, we’re seeing that labor is really stretched. And so, they want to take the difficulty out of food service. And Tres Picosos has done that for them by having the authentic Mexican food with very, very high quality recipes, but it’s way easier to execute than if they made it in their own kitchens.

Lee Kantor: Now, when they choose to partner with you, are you kind of giving them like a playbook on how to execute and how to deliver the food in a delicious manner?

Jane Hartgrove: Yes. Our operations training manuals, we’ve got instruction videos, we have job aids. It makes it really easy for the operator to execute perfectly.

Lee Kantor: Now, typically these customers, have they had any type of food before? Or when they’re switching to you or partnering with you, is this kind of a new adventure for them?

Jane Hartgrove: Sometimes yes and sometimes no. We play very well with others. In a retail establishment, we find that variety lifts everybody. It doesn’t cannibalize sales. So, in the convenience channel, you frequently see fried chicken, pizza, a roller grill, and having the Mexican components there, it lifts everybody’s sales. It doesn’t cannibalize them. The variety is what keeps the customer coming back day in and day out.

Lee Kantor: And then, how are CPG sales relative to other channels? Is that a growing area?

Jane Hartgrove: For Mexican food, yes. Mexican food is the second most popular food type in the United States, second only to hamburgers. So, we’re finding that a lot of retailers are under skewed on Mexican foods. In other words, they’re just not offering enough variety. And Tres Picosos and Naughty Chile Taqueria are able to fill that void.

Lee Kantor: Now, how do you kind of dial in the spice level?

Jane Hartgrove: I love that you asked that. The green chili sauce is one of our staples. We use hatch green chilies. And there’s the bell curve, right? You’ve got some people who are like, “Oh. Too hot. Too spicy.” That’s only 10 percent at the very, very top – I’m sorry, at the bottom. And then, at the top you’ve got the people who are like, “Man, bring it on. I need some more hot sauce. Where’s the Tajin? Where’s the Tabasco? Where’s the Tapatio? And so, between those two extremes, you’ve got 80 percent who just want the delicious infused smoky flavor of green chili sauce, and that’s where we always want to be.

Lee Kantor: Yeah. That’s always interesting to me, in a lot of the especially authentic Mexican restaurants, is, how they cater to so many people by having so many choices in terms of getting that spice ratio just right. Because people are particular. They have their favorites.

Jane Hartgrove: Indeed. So do I.

Lee Kantor: And then, is that an area of growth for you? Is that where you’re continuing to explore and go through the Mexican cuisines to give them and deliver those kind of delicious recipes and deliver delicious brands?

Jane Hartgrove: I believe that our growth progression will be toward other channels, maybe not so much in other items. Because once we’re making the black beans and cilantro-lime rice and the barbacoa and the pork carnitas, et cetera, adding another flavor is only one track of growth. But, really, because Mexican food is so popular in the U.S., I believe that the growth is going to be in grocery, other retail, other food service. I’d very much like to serve airports and hospitals, universities. So, I believe that the growth will be in those diversified channels, maybe not so much in the diversified product line.

Lee Kantor: Right. So, taking what you have and just expanding it into more places.

Jane Hartgrove: Right.

Lee Kantor: So, what compelled you to get involved with WBEC-West? What was the thinking behind that decision?

Jane Hartgrove: Well, I’ve been a woman-owned business since I bought the brand, but I just didn’t have the bandwidth to actually finish the application until we had the quarantine. During the quarantine, I was able to accomplish some big projects that had been hanging out there for quite some time. And top of the list was applying to be the certified woman-owned business with WBEC-West. And I’ve enjoyed every single minute of it. I’m thrilled with the opportunities, the training, the networking. It has just been a joy.

Lee Kantor: So, if somebody wants to learn more, where should they go?

Jane Hartgrove: Well, all of our spec sheets are on trespicosos.com, and that’s T-R-E-S-P-I-C-O-S-O-S, trespicosos.com. And I’m pretty easy to find through those channels.

Lee Kantor: And then, what do you need more of? How can we help you? Is it just kind of finding more partners in these different channels to have conversations?

Jane Hartgrove: Thanks for asking, Lee. I would encourage any of the women-owned businesses, if they’re in retail or if they’re in food service, when they need a Mexican food service solution, please think of Tres Picosos first.

Lee Kantor: And if they’re even thinking of exploring food, think Mexican and then have a call with you too, right?

Jane Hartgrove: Absolutely.

Lee Kantor: Well, Jane, thank you so much for sharing your story today. You’re doing such important work and we appreciate you.

Jane Hartgrove: Thank you. I appreciate being here.

Lee Kantor: All right. This is Lee Kantor. We’ll see you all next time on Women In Motion.

 

Tagged With: Tres Picosos

BRX Stories – Servicing Associations

September 26, 2024 by angishields

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BRX Stories - Servicing Associations
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BRX Stories – Servicing Associations

Stone Payton: And we are back with Business RadioX Pro Tips. Lee Kantor and Stone Payton here with you. Lee, let’s chat a little bit about serving associations and maybe share a specific use case or something.

Lee Kantor: Yeah. We’ve been serving associations, it’s just part of the DNA of how Business RadioX serves the local market. I mean, we’ve been working with a variety of associations for many years in a variety of ways. And when we first started out, sometimes we were doing this work and not charging. We were just happy to be included at the events. Now we charge a lot of times, most of the times when we’re working with associations.

Lee Kantor: And one of the kind of recent use case that we’ve had was we were contracted by an association, where the vision of the show was a regular roundtable with their leader and me as a co-host and interview corporate leaders and members every month. And so, that was kind of the vision that we would do this kind of a facilitated conversation around a theme, a topic that was important to them, and talk about how the corporates and the members and the leaders all work together to kind of provide value for the membership and their community and things like that.

Lee Kantor: So, we were doing that on a regular basis and it was starting out great. But what happens a lot of times when we’re doing these type of shows with leadership involved and multiple guests are, it’s difficult logistically to kind of make sure that everybody says they’re available on, you know, the third Tuesday of the month. But then, the third Tuesday of the month comes and there’s some crisis for one of the people or two of the people, and all of a sudden it just gets difficult to schedule and they can’t find a replacement and something will happen invariably. And then, all of a sudden you miss that month and then now you miss the second month. And then, this becomes a thing that you used to do and you stopped doing.

Lee Kantor: So, when this was happening, we were seeing that it was very difficult logistically to schedule. We pivoted to a show where we focused in on their members and we said, you know what? You can invite as many members as you want. We’re going to do this just to keep serving the current membership. And you can still do these roundtables. But let’s not just make the roundtables the only type of content that we’re providing for you. Let us, on your behalf, interview members and just make sure that we tell their stories.

Lee Kantor: So, what happened was this association assigned the inviting of the the members to the show to one of their communications people. And she would just every week invite ten members, of which five of them typically said yes. And then, they would just enter my calendar and I was doing the interviews.

Lee Kantor: So, we were doing this all virtually. It was all done on Zoom. And we were talking about the members, you know what makes this member’s business unique and special? What was their backstory? How did they get involved in this type of work? What’s a success story that they’ve had with their person? And then, always during the course of the interview, I always ask, why did you join this association? How has it helped you? And they always gave a testimonial.

Lee Kantor: So, part of our delivery back to the client was the interview, which they shared through their marketing and networking and the newsletters and things like that and we would carve out that testimonial. So, we were capturing for them just dozens and dozens of testimonials of happy members. And they’ve been able to use those testimonials in a variety of ways. One of the ways which is really cool is they do a conference on a regular basis, and they just have it playing in the background, all these testimonials from guest after guest.

Lee Kantor: And since we didn’t kind of put a limit on the amount of guests, I guess in the last six months, we’ve interviewed over 50 members. And that’s just kind of part of the service that we’re providing them. And then, something that they do, which I think is super creative from a member retention part, is the cohort of guests, they do a meet and greet every quarter for that quarter’s guest, where they all come on a Zoom with the head of the association, thanking them for being part of the show, connecting them together, making sure that everybody knows each other. They’ve kind of created an alumni group of guests of the show.

Lee Kantor: And then, in the last conference, I know an upcoming conference that they’re about to produce, they’re having the person who’s doing the booking of the show stand up and have a speaking opportunity to let all the members know of, hey, we do this show. We would love for you to become part of it. And if you’re interested, please go to this QR code, which we’re going to show on the screen, and sign up here. And then, what she does is she vets all the guests, and she just is really leveraging our methodology of multiple relationship building moments.

Lee Kantor: And so, they’re really serving the heck out of their members. They’re providing so much value. They’re getting a lot of opportunities where the members are actually referring other potential members to her, because she’s casting a wide net and wants to just meet more people, connect with more people so she can help more people.

Lee Kantor: So, the show has really exceeded expectations when it comes to value, providing that this association is doing. And it’s really great that they were open to pivoting, and they’re still getting those roundtables that they wanted, but they’re also getting a mechanism to really provide extra value to members, where a lot of associations are struggling when it comes to providing the value of members that keeps members sticky, and it helps the members refer new members to the association.

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