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From Coverage Gaps to Culture Shifts: Guiding Businesses Through Change

October 13, 2025 by angishields

CBRX-100725-Featue
Cherokee Business Radio
From Coverage Gaps to Culture Shifts: Guiding Businesses Through Change
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Brought to you by Diesel David and Main Street Warriors

CherokeeSponsorImageDieselDavidMSW

In this episode of Cherokee Business Radio, Joshua Kornitsky welcomes Harrison O’Neal of Snelling Walters to discuss commercial insurance and risk management, emphasizing proactive client education and the importance of tailored coverage. Later, Sue Dunlap, founder of Hitch HR Services, shares her journey in HR and explains how strategic, flexible HR support can help businesses of all sizes build strong cultures and manage growth. Together, the guests provide valuable insights into protecting and empowering businesses through expert risk management and human resources solutions.

Harrison-ONeal-bwHarrison O’Neal grew up in Roswell, Georgia and is a graduate of Georgia College with a degree in business administration. After starting in the insurance industry as a commercial lines underwriter, he transitioned to the agency side, following in the steps of both his father and grandfather.

Harrison is an advisor and advocate for a wide variety of middle market commercial clients, seeking to simplify the insurance process and reduce their total cost of risk. Harrison enjoys learning the people and the story behind the business, then working to craft an insurance program to protect exactly that: the people and the story of the business.

He is committed to bettering himself professionally and personally. Professional and spiritual mentorship have made him the man he is today, and he seeks to extend that impact to others.

Harrison lives in Marietta with his wife Melissa, and is active at Christ Covenant Church. Outside of work, Harrison enjoys playing soccer, mountain biking, and spending time with family and friends in the outdoors.

Connect with Harrison on LinkedIn.

Sue-Dunlap-bwSue Dunlap, MBA, PHR, SHRM-CP, is a seasoned Human Resources executive based in Atlanta, Georgia.

With a distinguished career spanning over two decades, Sue has a proven track record of transforming organizational cultures, developing corporate infrastructures, and driving employee engagement across various industries, including healthcare and private equity-backed firms.

She holds an Executive MBA from Georgia State University and certifications in Human Resources and Lean Six Sigma, which underscore her commitment to excellence and continuous improvement.

Sue’s background spans a variety of industries, with extensive work in healthcare, multi-site operations, and professional services. She has led full-cycle HR initiatives including M&A integration, compliance risk audits, organizational design, culture alignment, and HR technology optimization for businesses undergoing transformation. Her practical and consultative approach is grounded in operational execution, leadership development, and long-term value creation. Hitch-HR-logo

Sue is deeply involved in her community and continues to contribute to the field of Human Resources through her active participation in professional organizations like the Society for Human Resource Management (SHRM) and a Board Member with Side by Side Brain Injury Clubhouse.

Her comprehensive experience, coupled with her strategic vision, makes her a dynamic leader committed to fostering inclusive and high-performing workplace environments.

Connect with Sue on LinkedIn.

Episode Highlights

  • Business risk management and its importance for companies.
  • The complexities of commercial insurance and challenges faced by business owners.
  • Proactive insurance management and understanding coverage needs.
  • The role of insurance in protecting businesses from financial losses.
  • Human resources support for small to medium-sized businesses.
  • Misconceptions about HR as merely administrative versus its strategic role.
  • The significance of organizational culture and leadership’s role in shaping it.
  • The value of data in measuring HR effectiveness and organizational culture.
  • Flexible HR solutions for businesses lacking full-time HR resources.
  • Strategies for improving employee engagement and retention through effective HR practices.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Into: Broadcasting live from the Business RadioX studios in Woodstock, Georgia. It’s time for Cherokee Business Radio. Now, here’s your host.

Joshua Kornitsky: Welcome back. I’m Joshua Kornitsky, professional EOS implementer and your host for this edition of Cherokee Business Radio. Before we get started with the great guests we have in studio, I’m going to tell you that today’s episode is brought to you in part by our community partner program, the Business RadioX Main Street Warriors Defending Capitalism, promoting small business, and supporting our local community. For more information, go to Mainstreet Warriors. And as a special note of thanks to our title sponsor, the Cherokee Chapter of Main Street Warriors Diesel David, Inc. Please go check them out at diesel. Com. Thanks again for joining us today. I’ve got two fantastic guests here in the studio with me and I’m really excited to get started. So first I’d like to introduce Harrison O’Neal. Harrison, welcome to the show.

Harrison O’Neal: Thanks, Joshua. Thanks for having me.

Joshua Kornitsky: It’s great to have you here. So Harrison is a risk consultant with Snelling Walters, where he works with commercial clients to help them navigate complex insurance needs. He brings a strong focus on clarity and trust in the industry, and it’s an industry that’s often viewed with skepticism. Harrison joins us to share his approach to demystifying the risk, building strong relationships, and leading with culture. Welcome, Harrison.

Harrison O’Neal: Thanks for having me.

Joshua Kornitsky: Thanks for being here. So come a little closer to the mic if you would tell us what what drew you into this universe?

Harrison O’Neal: Um, so like a lot of people, um, kind of fell into insurance, um, wasn’t something I set out to do. Um, but I do have a strong background. My granddad actually owned an agency in Atlanta that my and my dad, um, is also in the industry as well. So kind of got out of it into college and then soon realized it’s just a great industry and just a lot of opportunity, especially for young people.

Joshua Kornitsky: So it’s really been a building block for you. How long have you been involved in it?

Harrison O’Neal: So ever since college, um, graduated, got my first job as an underwriter and then really just, um, built, built from there and then got into the sales side in the middle of Covid during 2020 and haven’t looked back.

Joshua Kornitsky: So was that was that a good thing or a bad thing to to come in at that time?

Harrison O’Neal: So it ended up actually being a really good thing. Um, because just with Covid and just kind of all the chaos in 2020, a lot of people, business owners were out there and they just were kind of abandoned and weren’t being taken care of. And so I kind of was the new kid on the block out there and get my name out there. And it worked out really well.

Joshua Kornitsky: Well, good, good. I’m glad that that led you to some early success. Right. Because that’s what builds the momentum and gets us going. Um, so as you’ve gotten to know this, this industry, what are some of the things that get misunderstood or challenges that you help some of the business leaders that you work with deal with?

Harrison O’Neal: Sure. Yeah. So, I mean, in general, insurance on the business side is just extremely difficult right now. Georgia is actually one of the most litigious states. And so business owners are just getting hit really hard from a pricing standpoint. And then at the end of the day, also insurance, they’re being sold a piece of paper. And so it’s just very challenging. Um, they’re having to trust someone that this piece of paper that they pay a lot of premium for is actually going to cover them.

Joshua Kornitsky: So and I don’t know if you know the answer to this, why are we such a litigious state? Is is it our laws or is it just the way that it’s viewed as an industry here?

Harrison O’Neal: Yeah, I mean, it’s a little bit of both. I think we are really pro-business, um, growth and a lot of good businesses here. And so a lot of attorneys and lawyers have moved in and they’ve gotten some very favorable rulings. So it just kind of ramps that up and it continues to go down that path.

Joshua Kornitsky: That’s that’s unfortunate because it ends up costing all of us more money, doesn’t it?

Harrison O’Neal: Exactly. Yeah.

Joshua Kornitsky: Excuse me. So when you first engage with a client, um, you know, are they viewing you at this point as a necessary evil, as a required business expense, or do they see it? For what? I try to picture it as, as sort of an investment in the future of their business. I know it’s a necessity in almost all cases.

Harrison O’Neal: Yeah, exactly. I mean, we we do have some people that approach it, um, seeing the value right away, but most people, um, see it kind of as a commodity and something that, you know, they just need to give us their numbers and we’ll come back with something. And hopefully by the end of our engagement, we show them there’s a lot more value, um, that their business can, can get out of it.

Joshua Kornitsky: Do you have any stories from just your experience and your time working with any of your clients that might resonate for, for how it really is going to help them?

Harrison O’Neal: Sure. So I mean, the biggest, the biggest one is a claim. So you have a situation where, um, we had a nonprofit that had works with a lot of schools, and they had a situation where someone ended up getting hurt when they were supervising, and it was this huge lawsuit, and the insurance company ended up paying, um, over $1 million to help cover that. And so when they see that, that’s that’s just a huge level showing that it did come through for them, because for them to go out of pocket on that would be would be detrimental.

Joshua Kornitsky: Sure. So it definitely saved the day, as it were.

Harrison O’Neal: Yes, exactly.

Joshua Kornitsky: All right. Um, with the business clients that you work with, is there any specific industry you work in?

Harrison O’Neal: Yeah. So I would say there’s kind of three. I’d paint it as there’s three categories. Um, the most broad would be um, would be kind of contractors, restaurant groups and manufacturers kind of in that 5 million and up space, 20 plus employees.

Joshua Kornitsky: Okay.

Harrison O’Neal: And then moving on to a little bit more specific, some of our larger clients. So 100 plus employees, um, when they’re kind of just stuck in the rut of traditional insurance and getting hit really hard, we have some captive, uh, focus and expertise that we help them out with. And then the last one, which is very specific, is we have a niche in security system integrator. So think like alarm contractors, people who are helping with security access control. We have a program built out for that.

Joshua Kornitsky: And is that because of anyone’s previous experience or just the the luck of having found success in that industry.

Harrison O’Neal: That one there’s another guy, one of the partners that I work with. He’s actually based out of Athens, but he got involved in a couple associations. And so from that, we’ve kind of grown it to writing insurance for in all 50 states for, for that industry.

Joshua Kornitsky: So you found yourself a nice little niche, which is fantastic. Um, can you share across your, your clients or prospective clients, you know, what are some of the common misconceptions? Because in my mind, I, I imagine people come with a whole bag of of things they think that insurance does or doesn’t do, and seems to me either side of that coin could be expensive for them if they’re wrong.

Harrison O’Neal: Sure. Yeah. I mean, it’s there’s just so much out there and a business owner, I mean, they look at their insurance policy, it’s got hundreds of pages. So there’s kind of a lot of times they just throw their hands up. They don’t know what to do. Um, but what we want to really encourage business owners is to empower them and, and to set standards of, hey, this is when, um, we can get our renewal. We have control of, of our, of our insurance rather than kind of just sitting back and getting things late. What we what we find is there’s a lot of business owners that get their renewal and their insurance terms very late in the game where they can’t do anything. And, um, they’re not really getting to dictate the terms, if that makes sense.

Joshua Kornitsky: So they’re just sort of stuck with you get what you get.

Harrison O’Neal: Exactly.

Joshua Kornitsky: But that’s due to their, um, I don’t want to say poor planning, their lack of prioritization.

Harrison O’Neal: Perhaps it’s a little bit of everything. I mean, they have there there’s so many things that pull them in different directions. So a little bit of just making the time for it. But also I think a lot of them don’t even know what they can have. So they’re just so used to I would say just kind of like the, the standard average or sometimes even below average service and help. And so they don’t even know that they can have a proactive approach and get, get better results.

Joshua Kornitsky: So is that something you try to work with them on?

Harrison O’Neal: Yes. So we’ll um, really, when I engage with either a client or potential client, just want to be very upfront with them and kind of figure out where they are and what they how their setup is. And then just from there, give them feedback right away. And so, you know, sometimes that can actually be from what I’m hearing from you, you’re actually in a good place. I think your program is really good. What you’re telling me that your current person is, is that current agents helping you out, that we think you would actually be good continuing on with them? Um, and then other times when we do see where we can add value or get get them a better result, then we’ll we’ll bring them on board and work with them.

Joshua Kornitsky: So it sounds like you’ve got to do a fair amount of discovery on the front end to make sure that it’s a good alignment for them and for you.

Harrison O’Neal: Yes. And I try to go more high value looking at the big picture of the the business rather than right away, um, getting into just providing them a quote, because I feel that if we’re just gathering the revenue, their payroll, their claims history and shooting out a quote, we’re not necessarily providing them value. So we’re really trying to take a step back before all of that, um, and make sure that we’re able to add value before just taking their time and.

Joshua Kornitsky: Just being a number cruncher, that that throws back a quote that they can probably do online. And that really brings me to the question of, of what kind of sets you and your organization apart. And we talked a little bit about kind of culture earlier in, in when we spoke on the phone. And if you could share a little bit about that, because I do think it’s a really key differentiator.

Harrison O’Neal: Sure. So I think the best, best tagline, um, is the chick fil A of insurance. And I know that’s a pretty, pretty bold statement. Um, but, uh, just the way the culture is from the employees that I work with, um, even the, the type of clients that we take on and then also just the, the upper management, how they handle things. Um, and right off the bat, um, when I was hired, we, they ran me through something called the culture index. And what that does is it really kind of gave me understanding of how I operate and then also how I interact in the, uh, the workplace. And then once they did that, I what we do is each everyone’s desk space and then also their, um, their office. It’s out there. So when I go to talk to somebody I know, um, exactly kind of how they want to be communicated with. So it really helps us communicate together as employees. And then we’ve even had, um, some of our clients take it. They’ve enjoyed doing that. And I actually, when I was dating my wife, we both took it nice. And it was actually. Really?

Joshua Kornitsky: That’s a dangerous game.

Harrison O’Neal: Yeah. Yeah. It was. Yeah. We were. Yeah, it was, uh, but it was helpful because we saw one. It was encouraging to see. Okay. We got a lot of similarities. So that’s that’s good. But there were some differences and they weren’t they weren’t bad, but it just was for us to realize that. So that way we can work through those. And kind of.

Joshua Kornitsky: It’s learning about those complimentary skill sets. Exactly. And I say that with humor because I worked with my wife for five years, and we went through a similar personality analysis as part of our work. And, um, I will share with you that it is, uh, a source of insight. How about that? We’ll go with that. It’s nice and clean and simple and, um, it never hurts to better understand how someone hears, because we’re always focused on, on, uh, on how we say it. Sometimes you got to pay attention to how they’re going to hear it. So out of curiosity with the, the the customers that you work with, with the clients that you try to help, that may or may not be a good fit. Are there some blind spots? Are there some things that they should look for or think about? So say say I’m, you know, writing in your range. I’m a couple of million dollar business. I’ve got 20, 30 employees. And I’m thinking about looking around on on insurance. What are some of the things that I should consider or think about?

Harrison O’Neal: Sure. Yeah. So I mean, a lot of times it’s the, the things that you don’t think about, um, that can catch you. So, I mean, there’s a lot of these miscellaneous coverages out there, um, from a coverage standpoint, like cyber liability that a lot of businesses are like, hey, I don’t really need that. I don’t get on the computer that much. And then, you know, they have a they have an issue and realize, hey, I really wish we we could could have gotten that. So it’s really trying to give them real world examples to other small businesses to show that they they need to purchase that versus learning that after the fact they have a big loss and then really just trying to stay, you know, high level, take a step back and just figure out from a from a risk standpoint, you know, where are they most vulnerable because there’s some some areas that, hey, maybe worth them taking a higher deductible or self-insuring it where there’s other areas where if they have a claim there that’s going to shut down their business. So just taking a big, big picture, look at it and figure out where, you know, where’s where do we need to make sure we have insured and let them know.

Joshua Kornitsky: And when you go through that, is that, uh, in and of itself, sort of a process to help them identify all those sort of nooks and crannies of, of things they haven’t thought about.

Harrison O’Neal: Yeah. I mean, I know this question probably is overused, but it’s kind of like what what keeps them up at night and that can help uncover, hey, we got this this exposure here where these guys are young guys are hopping into vehicles, and I’m worried that one of them texts and drives, gets in an accident. We get sued. So it starts to uncover, Um, they’re real issues.

Joshua Kornitsky: Sure. And unfortunately, uh, in most instances, they only uncover those issues after they’ve had to write a big check for something they didn’t realize they needed coverage on. Exactly. And that’s it’s amazing to think about all of the exposure when you look at what modern businesses have to deal with. Um, so if you’re talking, if you have, uh, 60s to talk to anyone thinking about why they might want to consider reaching out to you, what what would you say is just something that they should take away from our discussion and take into consideration when they think about their business insurance?

Harrison O’Neal: Sure. So, I mean, I think my why, when I’m sitting face to face with business owners is, um, to provide clarity and margin. And so clarity. I want to sit down with them, whether we’re going to work with them or not, and let them know, you know, how their current program is, if they’re in a good place, and so that they have that peace of mind that they either need to stay where they are or look for a change. And then creating that margin, they’re extremely busy. They have so many things to worry about. So I can basically take on me, and my team can take on that burden of the insurance and also drive those those results for them.

Joshua Kornitsky: That sounds like it’s a pretty good thing to keep in mind. Well, Harrison, what’s the best way for folks to get Ahold of you?

Harrison O’Neal: Yeah. So the best way would be by phone. And my my direct is (404) 556-7439 or by my email, which is H O’Neal. So h o n e@snellings.com. And that’s s n e l l I n g s w a t e s.com.

Joshua Kornitsky: And we’ll also share those links in that phone number with your permission, so that folks know how to get Ahold of you. I can’t thank you enough for your time again. That was Harrison O’Neal, a risk consultant at Stelling Walters. He works with commercial clients to help them navigate complex insurance needs. Thank you. Harrison.

Harrison O’Neal: Thanks, Joshua.

Joshua Kornitsky: And I’m going to now switch to my second guest. And I’m so happy to have you in the studio. I’d like to say good afternoon to Sue Dunlop. How are you Sue? Is it Dunlop or Dunlap?

Harrison O’Neal: Dunlap.

Joshua Kornitsky: Dunlap. I want to make sure I get it right. Sue is the founder of Hitch HR services. It’s an HR consulting practice based in Atlanta. She offers fractional interim and project based, project based HR support to organizations of various sizes. Her work experience spans industries and company stages. Forgive me, I misspoke. Her work spans industries and company stages, often stepping into environments where HR infrastructure is missing or underdeveloped. Her focus is on relationships, clarity, impact, providing real answers to help businesses move forward. Forgive me. I occasionally stumble over myself. I think I must need another cup of coffee. Sue.

Sue Dunlap: So you’re doing great.

Joshua Kornitsky: Well thank you. So if you’ll come in a little bit on the microphone and don’t worry about the, the cameras in the room and just tell me, you know, how did tell me about your career journey. Pardon me. How did you get here?

Sue Dunlap: Yeah. Um, so I takes me all the way back to the age of 15, when I started my first job and I worked in a hospital. My mom was a nurse there.

Joshua Kornitsky: Okay.

Sue Dunlap: And she, um, got me my first job, um, transcribing doctor’s orders in in the hospital there. And I worked in various departments, um, all the way through college to where, um, I thought I was going to go to med school and realized quickly that I was doing that for the wrong reasons. Um, I was in my last semester of pre-medicine and finished it, um, but wasn’t sure where I was going to go. What was I going to do? And there was a role open in the HR department at the hospital where I worked at. I had no idea what HR was, and but I needed a job. And so I took it.

Joshua Kornitsky: An auspicious beginning.

Sue Dunlap: Yeah. And, um, that’s how the birth of my HR profession slash career started.

Joshua Kornitsky: So you started in in the hospital.

Sue Dunlap: In the hospital universe, in the HR department, as a front desk receptionist, um, answering phones and having people come in and apply for jobs that just kind of ages me a little bit, um, before online jobs was a thing. Um, and then on the job training worked my way up into various roles of recruiting, um, employee benefits. Um, you know, I managed a team, a recruiting team, and, um, just grew up in the ranks of HR, and, um, you know, had really great mentors that I was able to lean on and help learn all the different facets of HR and went back to get my MBA. Um, but in all of that, a lot of my experience has been in the healthcare HR space.

Joshua Kornitsky: Which has got compliance issues, you know, for employers to be aware of, it’s got all kinds of legal implications. Uh, the, the HIPAA acronym that makes everybody sort of tense up. But I mean, it’s it’s all there as protection for both sides of the equation. Right.

Sue Dunlap: That’s right. Yeah. So, uh, hospitals, um, orthopedic. Uh, I was in orthopedic space. So we’re resurgens. Orthopedics is one of the largest orthopedic practices here in Georgia.

Joshua Kornitsky: I take my mom there every couple of weeks.

Sue Dunlap: Yeah. So, um, I oversaw HR there. Um, I did, um, step out of healthcare briefly and worked at One Digital, which is a competitor of Snelling Wolters.

Joshua Kornitsky: I, I’m sure there are fine.

Sue Dunlap: Yes, yes. Great group. Um, and then, um, returned back into the healthcare space. So I’ve been in home care, um, hospice. Um, the last role that I was in before I started my own HR consulting practice was acquiring plastic surgery practices in medical spas. Wow. Um, yeah. So now I’ve started my own.

Joshua Kornitsky: Well, so. So what led to that decision? Because that’s a big leap.

Sue Dunlap: Yeah, absolutely. Um, I had always wanted to go into this, and timing was never right. Um, you know, the my kids were small. Um, I had I was in a job. I wasn’t ready to leave it, and it was just the right time, right? Alignment and being in the HR space now for over 22 years, I was like, okay, I think I have enough street cred now to try this on my own.

Joshua Kornitsky: Absolutely.

Sue Dunlap: And, uh, jumped into it, took a leap of faith.

Joshua Kornitsky: And and do you work specifically in sort of the medical vertical or across the, the spectrum?

Sue Dunlap: Across the spectrum? Uh, that’s the one thing that I have really enjoyed is being able to dabble in different industries and companies that I would have never otherwise been able to get into, and so been really fortunate to. My first client was is in the electrical supplier distribution space.

Joshua Kornitsky: Okay.

Sue Dunlap: And I have never dabbled in that at all. And so but I have found that HR is is HR. Um, this was an organization that was really small. Um, unfortunately, the finance leader was doing HR on the side of their desk, and, um, you know.

Joshua Kornitsky: What could go wrong?

Sue Dunlap: Yeah, exactly. They know exactly what they’re doing. Um, but, you know, it’s not to their their own fault, right? They don’t know what they don’t know.

Joshua Kornitsky: Well, and that’s a great jumping off point to ask the question if, if, if we’re starting from the assumption, kind of like when we talked with Harrison that they don’t know what they don’t know with HR, I think there are a lot of assumptions that people make about what is and isn’t correct, what are and are not the rules. Never mind the fact that I don’t know how you keep up with every state that has its own rules, right? Um, when you look to engage, what’s the ideal type of client for you? Are you looking for an organization without HR that needs to get set up? I know you can handle that. Or you better suited to slot into where HR needs support.

Sue Dunlap: Yeah, um, I have the ability to support pretty much any all levels, all sizes, all industries. But I guess where my passion and what I love is being able to support small, medium sized businesses that can’t otherwise afford an HR person or an HR department because, um, they’re kind of underserved, right? They just don’t, again, don’t know what they don’t know, and they don’t realize that there is, um, services like what I have to offer, um, to be able to provide an a la carte, basically, however little hours or as many hours as they may need support on. And so my, my goal is to provide value for them, um, in any way that they can, whether that’s their excuse me, they’re trying to get out a compliance issue or they’re they’re now in a stage of growth and they, they, you know, want to, you know, grow up or make sure they have policies and procedures in place or they’re looking to be bought, and they want to make sure that they’re providing value at exit, things like that. Um, and you know, so I have the ability to come in on an interim basis as well as fractional. All right. Um, so if somebody abruptly leaves an organization and they, you know, have a gap until they find a permanent person, I can help with that. And then also on a project basis. So if they do have an HR, existing HR department, but they need to implement something, um, but they don’t have the manpower internally. I can help with that.

Joshua Kornitsky: That makes sense. So that you’re able to step in with a I’m using the word in the wrong context, but with a compliance level understanding.

Sue Dunlap: Exactly.

Joshua Kornitsky: To be able to, to help them roll out.

Sue Dunlap: So for instance, like if they were, um, moving from one hr payroll system to another system, some somebody to help project manage that, if the HR leader has a million other plates they’re spinning.

Joshua Kornitsky: They likely.

Sue Dunlap: Which they typically do. Yeah I can help project manage that to to to um success.

Joshua Kornitsky: So that’s a that is a pretty wide spectrum of, of services that you offer. But let me, let me step back sort of to that sweet spot. You were talking about those small to medium businesses. Um, again, sort of going off of what we were talking about with Harrison. What are some of the assumptions that get made when you’re a small to medium sized company about HR? Because I’ve started mentally to frame things as, is it an expense or an investment? And I know how I feel about it, but I’d be curious. What do you encounter?

Sue Dunlap: Yeah, yeah. Um, you know, the perception is, uh, we’re just paper pusher people. Um, we just do administrative tasks, and we. We pay people, or we just onboard them. But it’s just so much more than that. It’s, um, making sure that your people strategy is aligned with your company, you know, initiatives and what goals they have in place or vision 3 to 5 years from now, because that does impact your people strategy. Um, yeah. So being able to be thoughtful and making sure that’s aligned, um, you know, making sure that there are policies and procedures created as a reference tool or a template so that, you know, you have that as an ongoing on an ongoing basis. So if your company doesn’t hire a whole lot, you have a reference manual to go back to. If it’s not me that I’m directly helping you with, you have something to reference. So there’s some consistency, and they have a good onboarding experience from day one so that they are engaged, that they do stay up and you are able to retain that employee and hopefully they’re folded into your company culture. So, you know, it all is a bigger picture. And I think Covid really brought that to life as far as people HR being a really strategic partner to organizations and making sure that you’re just being intentional about that.

Joshua Kornitsky: And, and I can share with you in, in the time that I’ve been a host here as well as in my life as, as an EOS implementer, uh, I’ve observed a massive upsurge in what I’ll just broadly call culture. But culture’s usually driven within an organization by HR. Mhm. Um, and I’m curious to know in Your universe where you’re directly tied in. Is there more focus now on that type of thing, or has it always been there and we weren’t listening?

Sue Dunlap: Yeah, I think that’s the the misconception, unfortunately, is that that HR is the culture owner, right. Um, but that’s not the case. It really has to start from the top down. Hr can help facilitate and help communicate and help make sure that that’s cascaded from the top down. Um, because companies companies have culture regardless if it’s a good culture or bad culture, it’s, you know, there is a culture in each company. Sure. And, you know, if you don’t dictate it from the top and you’re not intentional about it, um, the employees will dictate it for you. And that’s good or bad or indifferent, but you have no control unless you have the upper hand and you are able to control that from the top.

Joshua Kornitsky: We share with our clients, in my universe that the good news is everything that’s wonderful in your organization. You’re responsible for that. But the bad news is, is everything that’s horrible in your organization. Well, you’re responsible for that, too. And that’s very much true of culture. And when it comes to the culture within any organization, it does start at the top. Because what you’re going to tolerate and allow at the top level just it’s literally like having children. To equate being a good leader to being a good parent is not. I’m certainly not the first guy to do that. Um, but they’re the employees of any organization will see what’s allowed and accepted and they’ll in a respectful way, they will push their boundaries to align with what they’ve what they’ve seen. Mhm.

Sue Dunlap: Exactly.

Joshua Kornitsky: At least to my experience I’m, I’m outside of the HR industry.

Sue Dunlap: You’re absolutely.

Joshua Kornitsky: Right. Um but now swinging back around. So we talked a little bit about the, the sweet spot the small to medium size. But I know from previous discussion that you’ve also worked with some very very large like very large organizations, and what are some of the needs that you have seen in? And I’ll let you quantify very large organization by giving a size or what have you. It’s not for me to say, but how are those needs different than small to medium?

Sue Dunlap: Yeah. As far as the services that I can offer. Um, again, really depends the dynamics or the needs. But just reflecting on a most recent client, um, 17,000 employees in 38 states, um, they have a team of 130 plus people in their HR department alone. But being able to help come in and do a culture assessment, um, being a third party, you know, um, objective person coming in from the outside can be helpful, right? Because if you already have somebody internally doing that assessment, they’re going to have their own biases and opinions based on the experiences that they already have. So being able to come in as an outside resource and perspective can be helpful in that type of engagement.

Joshua Kornitsky: Well, in, uh, because it’s funny, Harrison touched on on culture as well. And I’m sorry, what was the name of the the cultural.

Harrison O’Neal: Yeah, it was, uh, culture index.

Sue Dunlap: And I’ve actually taken it through you guys. Oh, yeah. So I’m actually a daredevil. Okay. Um, which is good or bad. I think it’s good for the company, for the fact that I am starting. Have started my own HR consulting practice.

Joshua Kornitsky: I think it’s fantastic. And where I was going to ask was essentially with things like that. My presumption, and I’d be curious for your perspective, is that the employees would be much more comfortable taking a cultural assessment with a third party as opposed to, you know, Joe from HR that they see every week in the lunchroom. You know, there is an assumption of trust. There is an assumption of anonymity. But I don’t know, particularly in this day and age when people can tell not only that I opened an email, but what time I opened it and how long I looked at it. I imagine there’s a fair amount of skepticism when the call comes from within the house, right?

Sue Dunlap: Absolutely. And so being able to be, uh, telling them up front, you know, I’m a consultant, I’m just collecting things on a broader basis, you know, to pick up patterns or, um, and just make sure that I’m capturing everybody’s opinions. Um, without naming names, um, they feel very comfortable sharing with me.

Joshua Kornitsky: Well, and you had shared with me. And if you would share a little bit here about sort of that cultural investigation process, because I don’t know that a lot of people are aware that that exists.

Sue Dunlap: Yeah. Um, you just have to be intentional about, um, taking a look at the metrics that they’re already measuring, the organizations already measuring, uh, like engagement surveys, uh, turnover data, uh, exit exit surveys. What’s the onboarding data looking like? And what does that show? But align it with the, um, focus groups that you’re also talking to in the different departments, the different levels, and then putting that all together to really come up with an assessment of where are your strengths, what’s working really well right now, but what other opportunities does the organization have and what action plans can you put to just strengthen that culture? Or if it’s not good, um, blatantly, you know, report that back, but also provide those action items to help improve it.

Joshua Kornitsky: And that’s something that you can help a larger organization start to finish with.

Sue Dunlap: Absolutely.

Joshua Kornitsky: That’s that’s really incredible because it’s ironically we we always come back to data and analysis. But I think that, you know, things like marketing, things like HR, we simply lacked the tools to measure. And now we have those tools, uh, in, in multiples of multiples.

Sue Dunlap: Absolutely different resources. Yes.

Joshua Kornitsky: But at the end of the day, is it about data or is it about people?

Sue Dunlap: It’s both. I mean, you have to have both of them to tell the story.

Joshua Kornitsky: Um, that’s a great that’s a great answer.

Sue Dunlap: Yeah. I mean, absolutely. So, like with turnover, for instance, there’s going to be the nuances of is it voluntary turnover. Is it involuntary turnover. Um, so those numbers are skewed. And then, you know, you have to talk to a manager to find out okay. What was the dynamic. Did somebody maybe somebody had to move because their husband or their spouse had to move. So it wasn’t because they wanted to leave. You know, they left because they had no choice. Right. So all those dynamics come into play.

Joshua Kornitsky: And that’s something that I imagine, uh, again, swinging back to the smaller side, that’s an education for you to give and to help people see. Um, although in a smaller company, sometimes it’s closer to them, but they’re no less enlightened about it.

Sue Dunlap: That’s right. Absolutely. You’re right.

Joshua Kornitsky: That’s fantastic. Well, um, what’s the best way for people to reach you?

Sue Dunlap: Yeah. Um, find me on LinkedIn. So, um, Sue Dunlap, um, comma MBA, that’s in my LinkedIn profile. Or you can look up HR services. That’s my business page. Um, I like to equate, even though that’s not the intention of why I created HR services, but I like to equate it to the Will Smith Hitch movie.

Joshua Kornitsky: I know it well.

Sue Dunlap: Yeah. So, you know, I’m I’m typically behind the scenes and and helping to coach companies um, with, with the retention that they need and you know want to have and, and overall HR strategy. Um, so you know, I’m just happy to help in any way, uh, fractional interim or project based.

Joshua Kornitsky: And you’re intentional, but you’re intentional behind the scenes to ultimately make the the Kevin James’s of the world.

Sue Dunlap: That’s right.

Speaker5: That’s right. Wow. Do the Q-Tip.

Sue Dunlap: Dance and everything.

Joshua Kornitsky: That’s that’s amazing. Well, Sue Dunlap, thank you so much for sharing your wealth of knowledge and experience. Sue is the founder of HR services. It’s an HR consultancy, uh, really based out of Atlanta. But she offers fractional interim and project based HR support. I’d also like to thank my other guest, Harrison O’Neal. Harrison, thank you so much for being here with us today and sharing all that you did to help people understand what they need and they don’t even know they need from a business perspective. I am your host, Joshua Kornitsky. Before we go, I just want to remind everybody that today’s episode was brought to you in part by the Community Partner Program, the Business RadioX Main Street Warriors Defending Capitalism, promoting small business, and supporting our local community. For more information, go to Mainstreet Warriors. And a special note of thanks to our title sponsor for the Cherokee chapter of Main Street Warriors Diesel, Inc. Please go check them out at diesel. Com. Again, I’m Joshua Kornitsky professional EOS implementer and your host for this episode of Cherokee Business Radio. Thanks for joining us.

Paul Malott with Automations24

October 12, 2025 by angishields

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Paul-MalottPaul Malott is the Founder and CEO of Automations24, a cutting-edge automation consultancy helping growing businesses eliminate operational friction and scale smarter through no-code automation. With over 15 years of experience spanning procurement, systems strategy, and digital transformation, Paul has helped both Fortune 500 enterprises and lean startups build automation infrastructure that actually works.

His company specializes in fast, flexible, and high-ROI workflows using tools like Make.com, designed to reduce complexity without bloated software stacks or invasive IT overhauls. From automating time-consuming admin work to optimizing entire revenue ops systems, Paul’s solutions unlock efficiency at every level of business.

Beyond his work as a systems architect, Paul is a doctoral candidate in AI and business strategy, the author of an upcoming book on automation, and the voice behind Control+Alt+Delete+Repeat, a podcast that explores the human side of business systems—where tech meets empathy. Automate24-logo

Whether he’s working with a three-person team or a global manufacturer, Paul’s approach is rooted in a powerful trio: empathy, efficiency, and measurable results. His mission is simple—help businesses do more with less, and do it better.

LinkedIn: https://www.linkedin.com/in/paul-malott
Website: https://www.automations24.com

Transcript-iconThis transcript is machine transcribed by Sonix

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studios in Houston, Texas. It’s time for Houston Business Radio. Now, here’s your host.

Trisha Stetzel: Hello, Houston. Trisha Stetzel here bringing you another episode of Houston Business Radio. So today’s guest is Paul Malott, founder and CEO of Automations24, where he helps growing businesses eliminate friction and scale smarter through no code automation. With more than 15 years of experience in procurement system strategy and digital transformation, Paul has built automation solutions for everyone, from lean startups to fortune 500, focusing on fast, flexible, high ROI workflows without costly IT overhauls. He’s also a doctoral candidate in AI and business strategy, author of a forthcoming book on automation. We Should talk about that today and host of the Control Alt delete, Repeat podcast, Paul brings a people first approach to automation, showing how the right systems free leaders to scale with clarity and confidence. Paul, welcome to the show.

Paul Malott: Well, thank you very much for having me, Trisha, I appreciate that. Uh, we’ll also have you introduce me when I walk through the door in the house to my children. They’ll show me some respect. Maybe, uh, a little more than than they do now. You know what I mean?

Trisha Stetzel: I pride myself on giving very nice intros to my guests, Paul.

Trisha Stetzel: Because we don’t often do that for ourselves, so I’m glad you liked it. Hey, hey, let’s dive into who in the world is Paul? You already talked about your kiddos, so you may have to give us a little bit of insight into maybe you’ll tell us a dad joke or something later. I don’t know, but who is Paul? And then let’s talk a little bit about Automations24 before we take a deeper dive.

Paul Malott: Sure, sure. So again, thank you for the opportunity. I’m a fan of the show and very glad to be here. Um, my name is Paul Malott. Uh, m a l o t and not mallet or anything like that, but, um, I digress. I am essentially a 15 year procurement professional who roughly two years ago took the deep dive into entrepreneurship. And that means a lot of different things. Um, it means adjustment to from corporate life to entrepreneurial, uh, hustle. And it means, you know, reskilling. It means essentially revaluing and looking at yourself all over again. And, um, that’s been a fantastic experience while I’m here talking today is because exactly that what’s happened is I’ve transformed as a person from being a corporate, uh, juice sipper, so to speak. Right? To really valuing the type of what I can bring to businesses. Right. The type of value in my unique value proposition that exists for businesses. And that’s really what turned into automations 24. I had this realization in my corporate experience that there were things that I were doing that were confined by the guardrails of the organization itself. And, um, unfortunately, we weren’t a fit, right? It was kind of a mutual decision, so to speak. And from that, automations 24 started right. I reskilled myself became, uh, so an expert will say in automations and use some of the skills that I had learned in the corporate environment to start transforming businesses. And it was really serendipitous the moment. Right. The timing was everything. Because these tools, these artificial intelligence tools like ChatGPT, perplexity, Claude, they became accessible and widely available and cost effective. So, you know, my feather in my cap, so to speak, in my professional career was through building systems, through changing processes, and these tools becoming accessible like they are today, uh, enable businesses of all sizes to make leaps and bounds in their internal processes, external processes. And that’s what I’m doing now, is essentially removing the digital rock from people’s digital shoes and helping them be more efficient.

Trisha Stetzel: I love that digital rocks from their digital shoes. Okay, so I may use that later. Paul, please. All right, I want to I want to start with something super simple. There are people listening to this show today that are still reluctant to dive into AI. I’m just I’m just throwing it out there. What would you say to those folks who haven’t, who feel like they haven’t even put their toes in the water when it comes to AI?

Paul Malott: Sure. It’s a it’s a really good question. I question. I think it’s a perspective, uh, the idea that hustle equates to money is changing, right? We see these companies that are 510 smaller than that people and making, uh, huge, huge value, presenting huge value to, to clients. Right? Whether it’s through software or changing the way that physical services are delivered. And we have to kind of embrace that change of of mind frame. It’s not necessarily hustle equates to more money or more success. Now it’s about developing something that is agile and flexible and can be, uh, basically you can update it and change it, right? As the external market demands. And AI is really good for that. Right? We have to think now about if you remove the hustle from the equation and you just think about doing things smarter. And we think about manual processes, how much manual effort we put into our business. And I’ll speak to the CEOs out there, to the to the business owners, the the presidents of their own company. We’re not working to bury ourselves from the work, right. We’re working so that we can benefit from it in one way or another.

Paul Malott: Maybe we love it. Maybe you’re freaks like me. You really like to work really, really hard and deep dive things. But there’s a bigger reason for it, all right? And when you think about all the hustle you’re putting into it, the manual work, you need to think about it like a tax on your business. Right? It’s an inefficiency. It doesn’t necessarily show up as a line item, but it’s going to erode your margins. It’s going to present the risk in the future. And you have to think of a way, just standard business is to think of a way to compete. Right. And AI is a tool to compete. Automations are a tool to compete. So with the accessibility of it, don’t be afraid to dip your toes in it. Spend the $10 right where it used to cost two. Two years ago. Ten years ago. Hundreds of thousands of dollars, tens of thousands of dollars. Right now, it’s effective. And if you have a little interest, you can adapt to it or adapt the tool to you and your business process and start doing things slightly different, but more effective and more efficient.

Trisha Stetzel: Yeah, absolutely. And $10 will get you a long way with tools that.

Speaker4: We have access.

Trisha Stetzel: To now for sure.

Speaker4: It really will.

Trisha Stetzel: Um, you’ve you have experienced, Paul, from startups all the way to fortune 500 companies. What’s the biggest mistake you see businesses make when they first try to automate?

Paul Malott: Well, it’s the boil the ocean problem, right? You can’t eat the elephant whole. You can’t try to boil the ocean. The ocean. Um, and I think, uh, especially in the past year, we’ve seen a lot of organizations jump on the AI and automation hype train. And that’s great right? They’re recognizing the value that it can bring, but they’re also, in a sense blinding themselves to the complexities of business. Right. In any business, implementing something is a challenge. It’s a cultural challenge. It’s more than, here’s your tool, go use it. And unfortunately, the biggest issue is that businesses look at the tool like it’s a tool. And they expect use just because the tool is available. There’s a lot more to it. And to defeat that. My suggestion is always go for the low hanging fruit. Go, go for small wins. And those small wins, they build momentum over time rather than, you know, hitting a wall like some of these other organizations will when they’re throwing everything in the kitchen sink at the the the problem. Right.

Speaker4: Yeah.

Trisha Stetzel: Yeah, I need this tool and I need that tool and I need the other tool. And then I try to implement all of those tools at once. And it makes things super challenging.

Speaker4: Right. Yeah.

Paul Malott: And you know, and it does. And some people believe that they need AI in their business, but they really need automations. And it’s it’s really interesting to me that they get mixed up in definition because an automation is really just taking the way I define it. It’s taking a piece of information from one application and transferring it to another, or transforming the information as it goes between the other application. Right. And it’s it’s a set of ones and zeros and codes that people way smarter than me are able to come up with some really cool solutions with without really embedding AI into that workflow or that process. Then when you start embedding AI into automations, that’s when you’re not just generating using AI to generate stuff or using automation to transfer data. That’s when you’re transforming it and you’re really building upon. You’re putting your own essence into that message that you’re trying to get across or that that process. Right. And so to delineate between both and then say, well, what is it I really need? That’s also a really good first step. Maybe you just want to take something from ten Excel files and make them go to one. That’s an automation problem.

Paul Malott: But maybe you need ten sentiment analysis on those ten Excel files. That’s an AI problem right? So so determining what problems you may have or is maybe a good first step. And that usually equates to where am I spending time? I hate spending time on like uh, for me, back to the Excel thing. Ten Excel files open at once makes my mind explode. You know I can’t. And then you one piece of data is off in my mind explodes again. That’s a perfect situation for me to use AI, right? It’s it’s a good enough tool now where you can confidently, especially with data and transforming data and interpreting information, you can confidently use it with the right prompts and the right guidance. I tell people back to my children, talk to it like you’re talking to my three year old, and you will learn how to speak with it, how to prompt it better, and you will get better results as you learn the process, right? But you gotta you gotta start. So the first thing is always start. Don’t start in something huge. Start with something small that that you’re going to be able to manage.

Trisha Stetzel: Yeah I so I love that you talk about or even in your bio um, no code automation. So I thank you for giving us a great definition or a difference between AI and automation. So what exactly is no code automation?

Paul Malott: Oh, it’s the serendipitous, the serendipity I discussed earlier about my career and tech kind of coming together, right? I always looked at things as a corporate procurement director from the very high level. Eagle. Eagle. Eye view of the process and what we need to do. And no code tools allowed me to apply that logic to technology without code. Like literally no code means no code. So there are platforms out there like Make.com and Zapier, Pipedrive and probably others, right. That you as as a like me, not classically trained in, in coding or development. You can go in there and with logic start putting together a process. Right. You can the we’ll go back to Excel. You can take your Excel sheet and find through this system that sell sell a two and grab the data from that literally like you know if your you’re visual, it’s beautiful. You can grab the information and pull it to the next step. And what the platform is doing is handling the coding behind it such that you now have a workflow. Previously, you’d have to hire a developer to build a custom solution for you, and now you can do it yourself. Or you can hire companies like automations 24 to do it at a bigger scale and help with the implementation and support. Um, the the implementation, the effectiveness of it. Right. Making sure it’s effective.

Trisha Stetzel: So, Paul, who are your best clients? Who are the people that come to you and say, this is what I need. Help me.

Paul Malott: There’s a lot of different, uh, businesses that find value in this, right? So it’s a hard question to answer. And I wish I had a better answer because every smart business owner knows exactly what their ICP is. But but the capability of Automations and artificial intelligence is functionally agnostic, right? And when you think of process and just data exchange, then then you can apply the same kind of logic across functions and so on. So it’s really hard to answer that question, but I find that founders who need to develop their business, they need a digital infrastructure. They really benefit from no code, low code because they can piecemeal. It sounds wrong to say piecemeal. They can strategically build modules that are custom to their needs, that are specific to their businesses requirements, not spending $5,000 doing it. And they can build these systems and have them talk through that type of platform. And now you’ve basically built an enterprise resource system with under $100 by piecemealing with automation. Right? So there are blueprints out there. A blueprint would be something you could go on and download the automation before you even have to drag and drop, right? There are blueprints out there for small businesses that can help them start up that are free. They’re very simple automations, like categorizing emails or taking that email and reading the document in the email.

Paul Malott: And those things are very helpful when you’re doing it yourself, when you’re, uh, technical founder and you’re very focused on the product you’re making, you don’t have time for that stuff, you know? So so to be able to do it quickly where it used to take hours, it’s a huge time saver. On the other side, the businesses that are ingrained in how they do things, the business, the small 50 to 200 people, businesses, e-commerce, they’re they’re stuck in their ways. And they are realizing now that doors are opening where inefficiencies can be closed off. They can be just by doing things and, uh, differently. And it’s unfortunate that the way that some companies are realizing is through oh crap moments. Right. But there are other companies out there that are like, I think we could use this tool in this unique way. And you start to see the value come in, uh, almost instantaneously for these companies because they have the business, they have the tried and true customers that come back and that hits their bottom line immediately. So I love serving those companies as well, because you can come in and very quickly provide them return on investment.

Trisha Stetzel: Yeah, absolutely. Well and listen, your ICP has a challenge. It’s not a particular industry or particular size. Right. They actually have something in common. Uh, so I think you exactly who you serve without, uh, worrying about who that you know, what industry they come from or what size they are because they’re challenged with the same thing, which is they need to be more productive in their businesses. Um, okay. I know people are already ready to connect with you because you have so much knowledge around automation and AI and so many of us don’t. So we need somebody like Paul to talk to and come in and help us with our businesses, tell people how they can connect with you or the best way to find you.

Paul Malott: The phenomenal compliment. Thank you very much. People can find me at WWE 24.com or on LinkedIn. Paul Malott m a l o t t.

Speaker4: Okay.

Trisha Stetzel: Thank you very much, Paul. So I want to talk about the human side of systems because not everybody’s ready for automation or they don’t even want to talk about AI. So how does a leadership mindset or even the culture of a business. Play a role in creating this automation ready organization or environment.

Paul Malott: But, uh, great question. And we kind of alluded to that earlier in that you can’t just grab a tool and hand it to somebody and say, you know, here you go. It’d be the equivalent of me, uh, you know, having a chainsaw or something, and I wouldn’t know what I was doing with it, you know, it’d be dangerous, right? Excuse me. So in these cases, these companies need to realize that their fear is a common fear. Just like you had mentioned the. Com the commonalities of issues across the businesses. It’s a common fear across businesses. And I think the best thing that companies can do culturally is build the idea that artificial intelligence is not replacing people. It’s an augmenting. It’s augmenting their capability more or less. Right. And that means AI isn’t here to take jobs. It means that the company is trying to do the same thing they’ve always tried to do compete, right? But they’re competing in a way that they’re giving us the opportunity to augment our value. Right? So it means augment means amplify. It means if I’m really good engineer, I have a tool now that can amplify what is really good but also really bad, right. So it’s a balancing act that I believe company leadership must do when they’re implementing this.

Paul Malott: Take their time. Right. Recognize the value that comes through taking the time and allowing people to achieve comfort in using the tools before you demand the return from the tool itself. Right? You know, it’s a harmonizing action here. So with augmenting and amplifying comes this idea that the Dunning-Kruger effect, that if you just give people this tool and we use the tool and we don’t really understand the layers that are developing under it. We could potentially develop this idea that we’re super Uber competent in whatever it is we’re doing, but in reality be incompetent in it, right? And that’s a that is the Dunning-Kruger effect in action in AI. And some of the things I’ve studied is found to exacerbate that issue a little bit, because you can get on using it and get answers and you get. And it hallucinates. Right. And then studies have found that humans are reading the answers from AI and repeating the answers, even if it’s a hallucinated wrong answer. So the element of human in the loop, the element of giving your people time to learn the tool, learn how to communicate with it, and demand from it the ROI with that time. That’s really the important thing for businesses.

Trisha Stetzel: Yeah, and I love that you talk about it’s not a replacement. There are so many conversations and posts and things out there, right, that we’re reading that says, oh, automation, AI are going to take over the world and everyone’s going to lose their lose their jobs. I mean, the sky is falling, right? Uh, and I think in reality, we know that’s not true, but it’s nice to hear you, an expert in this space, really talk about how humans need to be, uh, writing alongside or using the tools. Right? Because that’s where the information comes from. It comes from smart humans.

Speaker4: Not not. Yeah.

Trisha Stetzel: Go ahead. Please.

Paul Malott: Well, it’s interesting, I always like to think about Henry Ford in this example and the automobile. And there was a I’m going to misquote this and I apologize for this, but he was asked a question like, what do the if I gave the people what they wanted, I would have gave they would have wanted faster horses. Right? So the idea that, um, we’re at this kind of moment right now where, uh, we’re we’re getting a tool maybe that we don’t realize we need immediately to. That can be something, uh, that we have to cope with because it is a different way of doing things, and it’s being forced on us, uh, I think to the benefit of all of us, faster than we’ve ever seen before. Right? I the way smarter people than me out there talk about how we’re seeing 30 plus years of technological change in three, right? From from these changes in AI. That compression really makes it hard for us to adapt. So business owners, again, have to be understanding of the culture impact that that has on their business. Right.

Speaker4: Mhm.

Trisha Stetzel: Absolutely. And and technology is moving so fast. Thank you for bringing that up. Because you knew I was going to ask you this question. Not really. Uh what are you excited about coming through the end of 2025 into 2026 and beyond?

Paul Malott: Uh, the accessibility of these tools, the fact that they are more accessible than ever, the fact that that means that so many creative people are going to be start using, are starting to use these tools in ever more creative ways. I believe the and I need to caution about this too. They’re all making our lives frictionless, right? These tools are designed to make our lives frictionless. And I believe innovation. And, you know, it comes from friction in a way. Right. Solutions come from problem solving. So, you know, I’m excited, but I’m also astute in watching it happen. Because as we start to alleviate frictions in business, you know, we can’t be complacent, right? So I’m really excited about the tools and solutions that creativity is bringing out there. I’m really excited about the possibility that, you know, I envision the future being, uh, personal tech stacks where we all are capable of designing our unique persona, for lack of a better term. That is digital and and we’re able to we all have the capability to manage it accordingly. Right? And it goes to the idea that we’re personal branding ourselves. This is another way for us to recognize value, right? Um, but we have to be cautious of it too, because it’s going to present unique issues, but unique issues present unique solutions. We just can’t be complacent.

Trisha Stetzel: Yeah, absolutely. And it’s moving so fast at this point. Right. We’ve got to at least embrace a portion of it and start small. That’s what I heard you say. Start with something. Right. Um, okay. Can we talk about the book? Can we talk about your book? Okay. Tell me about it.

Paul Malott: Sure. Unleashing the AI Cash Flow Machine is a book written for small business owners, and it essentially details, uh, ten of my favorite open source tools, and open source is essentially where the developers are kind enough to provide free or very cheap usage of these high tech tools. Um, and what I do is I describe, you know, these tools individually what their business case uses are. And it’s really meant to bridge the gap between the super techy stuff that, you know, I barely understand and, uh, the and the people who want to just run their business but don’t know where to start with AI. This is designed to give you a high level idea of what tool is out there, for what purpose, and teach you when the time is right to start dipping your toes in the water.

Trisha Stetzel: Okay, awesome. So can we find the book yet, or are we still waiting for it to come out?

Paul Malott: You can you can find it on Amazon right now.

Trisha Stetzel: Fantastic. Ai cash flow machine.

Paul Malott: Unleashing the AI cash flow machine.

Trisha Stetzel: Absolutely unleashing the AI cash flow machine I love it. It’s fantastic. Okay, what about your podcast? Control, alt? Delete, repeat.

Paul Malott: That podcast is, uh, where I talk with tons of people in my situation, right. And business owners and we it’s meant to be a quick ten, 15 minute, uh, trial and tribulation, so to speak. Right. And the idea behind it and the reason for the name is exactly that many times in business and in life, your control alt deleting something, right. And automation is, uh, repeating something. What what process are you repeating. So we take that principle. What processes did businesses or small business owners run into that they were like control alt delete please. And then what ones were they? What did they find that was super successful for them and why? And how did they use that and adapt. So that’s where when you hop on and you’re listening, you get to hear really cool examples of business owners and from all different types of industries, and how they’re using AI and automation to overcome that. Control alt delete moment.

Trisha Stetzel: That’s fantastic. So you guys go out to Paul’s website or and or Amazon to find his book, and his website is automations 24 so o t o m a t I o n s the number two. The number four. Comm automations 24 comm. Paul, what a great conversation today. I’m so glad that you came and spent this time with me today.

Paul Malott: Thank you very much, Trisha. The pleasure is mine.

Trisha Stetzel: So if you could leave the listeners with one thing today, what would it be?

Paul Malott: Start small. Don’t. Don’t be afraid to get wet. But. But start small and, uh, talk to when you’re using a large language model, talk to it like it’s Paul’s three year old daughter.

Speaker5: I love that Paul’s three year old daughter.

Trisha Stetzel: Okay. And and if you want.

Paul Malott: Brains in there. So. So you’ll get good answers. Trust me.

Speaker5: I love it.

Trisha Stetzel: It’s fantastic. Paul, thank you again for your time today. This has been amazing.

Paul Malott: Thank you Trisha I appreciate you.

Trisha Stetzel: That’s all the time we have for today. If you found value in this conversation I had with Paul, please share it with a fellow entrepreneur, veteran or a Houston Leader writer. Ready to grow. Be sure to follow, rate, and review the show. It helps us reach more bold business minds just like yours and your business. Your leadership and your legacy are built one intentional step at a time. So stay inspired, stay focused, and keep building the business and the life you deserve.

 

Anneliese Vance with Never Miss a Moment Consulting

October 12, 2025 by angishields

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Anneliese Vance with Never Miss a Moment Consulting
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headshot-NeverMissaMomentConsultingAnneliese Vance—also known as the Neurospicy Mommy—is a dynamic fractional CMO, marketing vendor broker, podcaster, and self-proclaimed human jungle gym to her two young children. As the co-founder of Never Miss a Moment Consulting, LLC, she helps fathers of family-owned businesses shift from feeling torn between providing financially or emotionally, to a place where they no longer have to choose.

Anneliese’s entrepreneurial roots run deep. She’s a fourth-generation female business owner who started working in her family business at the age of 11. Now, alongside her husband, she co-leads their own family business, bringing both personal and professional empathy to the table. She’s felt the experience of being the child of a busy father—and now, as a mother and wife—she deeply understands the other side too.

Her mission is heartfelt and clear: to help dads be home and present, by taking the weight of marketing off their shoulders. In her words, “so if their kids are small enough, they can be on their shoulders instead.” NVMAMLOGOFINAL-02-NeverMissaMomentConsulting

In her conversation with Trisha, Anneliese shared her journey as a neurodivergent entrepreneur, discussed how she leverages her lived experience to help clients navigate business and family life, and emphasized the importance of building nurturing home environments. She spoke candidly about the reality of balancing priorities, supporting dads in leadership roles, and matching businesses with marketing vendors so they can grow without burning out.

With her unique blend of strategy, empathy, and lived experience, Anneliese helps family-owned businesses thrive—without missing the moments that matter most.

LinkedIn: https://www.linkedin.com/in/anneliesemvance/
Website: http://www.nevermissamomentconsulting.com

Transcript-iconThis transcript is machine transcribed by Sonix

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studios in Houston, Texas. It’s time for Houston Business Radio. Now, here’s your host.

Trisha Stetzel: Hello, Houston. Trisha Stetzel here bringing you another episode of Houston Business Radio. Today’s guest is Anneliese Vance, also known as the Neurospicy Mommy, co-founder of Never Miss a Moment Consulting as a fractional CMO, marketing vendor, broker, podcaster and yes, even a self-described human jungle gym for her two kids, Anneliese knows firsthand the challenges of running a business while raising a family alongside her husband. She built Never Miss a moment consulting to help fathers of family owned businesses stop feeling torn between providing financially or being present at home by taking marketing off their shoulders, she empowers them to reclaim their time, strengthen their family connections, and truly never miss the moments that matter most. Anneliese, welcome to the show.

Anneliese Vance : Thank you Trisha. I’m so excited to be here.

Trisha Stetzel: I am too. This is a long time coming, and…

Anneliese Vance : I Know, I know, we’ve had so much come against us. I’m like, this must happen.

Trisha Stetzel: There’s a reason because you actually have something new to share that you wouldn’t have been able to share had we not pushed this back just a little bit. Okay, so before we dig into everything else, tell us a little more about Anneliese and never miss a moment consulting.

Anneliese Vance : Okay. Um, so I always like to pay tribute to where I came from. And I am, um, fourth generation female owned, uh, to start with, um, family owned business. Um, and the reason I say to start with is recently in January, my husband and I, we changed our operating agreement to a partnership because honestly, it had been that way the whole time. Um, I won’t get into the back story of why it took almost five years to do that, but, um, it’s really a it’s a step forward from where I came from. Um, just it being a partnership. I’ll just. And that kind of will go into our topic today. Um, let’s see, I am, as you said, you said a lot of it. So, um, I’m a mom of two under six. I am a wife. Um, I am a business owner. Um, we own another business that we, um, have owned since we were dating and engaged and then never miss a moment. Um, really was born out of my daughter. Was eight months. Um, I was watching her grow up before my eyes as I was sitting making calls because it was during Covid and so I couldn’t go out. So I had to make calls. And I’m like, I do not want to miss moments anymore. Um, and my husband actually encouraged me to start the company.

Anneliese Vance : And I just I hope it’s okay to say this, but God has really built the business the last four and a half going on five years. It’ll be five years in November, um, with some of the stuff we might get into without his help, there is really no way that it would have worked without him. Um, and we do, uh, serve dad owned businesses, family owned businesses, uh, trades. Um, and we, we help those people that, um, they just carry the weight on their shoulders. And I don’t know if you said this, but I always like to say that we take marketing off your shoulders so that if your kids are small enough or your grandkids, um, they can be up there instead and, uh, work with a lot of marketing vendors. I can get into that if you want, just wherever you want to take the conversation. But, um, we built a business that was literally the antithesis of where I worked for 14 years. Um, it was a great foundation, literally, like majority of our clients that followed us? I would not have without them. I’m very grateful for it. But we just saw things we we knew the family owned business needed that wasn’t being provided, and so we decided to provide it.

Trisha Stetzel: Yeah, I love that. So, Annalise. And by the way, I think you should tell your joke about your name so that everyone remembers. Before we. Before I ask you my first question.

Anneliese Vance : Okay, so, um, on the day that my husband asked my dad permission to marry me, and he was very, very nervous, um, my dad said she’s on a lease with option to buy. You can take her off the market. Um, and my husband did do that 18.5 years ago. I did have to kick him under the table to let him know it was a joke. Because my husband has warmed up to dad jokes. My dad’s a chemist. My mom’s a biologist. They met an organic chem. They’re really, really smart. So. Yeah, um, it helps people pronounce my name. Right. So I’ve. I’ve learned to laugh at myself and tell it. Um, and people always pronounce my name right after I tell it so, and it fits into the whole dad owned dad joke thing I love to do too, so it all works.

Trisha Stetzel: So now we don’t have to kick each other under the table. It’s okay.

Anneliese Vance : Yeah. Good, good.

Speaker5: All right, so you talked.

Trisha Stetzel: About a family owned business. Not only did you grow up in a family owned business, you now co-run or co-own or in a partnership with your husband in this family owned business, and you homeschool and all of the other things around, just being a mom. What have those experiences taught you about the realities of blending family and business?

Anneliese Vance : Not starting deep, are we? Trish. At all? Good grief. Um. Oh. Um, if I have to say, the biggest thing is it’s okay that it’s hard sometimes and it is okay to prioritize family. Um, and to really be very clear on who your audience is. I think one of the beautiful things that God did. Because we serve family owned businesses, we like to say that we get you because we are you. Um, with with our background, I either grew up in experienced what you’re going through, heard it from my mom and what she experienced growing up, or have experienced it up until almost age six. Um, with my kids and our our customers get it. And it’s just this beautiful community of us getting when they’re struggling, them getting when we’re struggling, and just a trust that it’s going to get taken care of. It just may not look like the traditional route and that that’s okay. Um, that the people that were meant to serve are going to understand, um, that it just looks a little different, but know that we, for them really are the best people to handle it, because we then showed them the same grace when they go through situations.

Speaker5: Um, I’d.

Anneliese Vance : Say that’s quickly. There’s a lot of lessons I’ve learned in five years, Trisha, Trisha. But I would say that’s the overarching umbrella of what what I’ve learned that.

Trisha Stetzel: So the question that comes up for me, Annalise, is how do you do it all? How do you find balance in doing what you do?

Anneliese Vance : Yeah, the answer is I don’t do it all. Um, which I think is the testimony to my husband and I doing it as a partnership. And I love my mother and my grandmother. I never met my great grandma with all of my heart. Um, but they were more. I’m going to do it. Um, and this is public knowledge on LinkedIn, so it’s it’s not me throwing my parents under the bus, but their business didn’t make it. Um, and my dad had to go back to work at a critical age of, I think I was 14. It was just a horrible time to have dad have to travel again, because it’s when a girl really needs her dad, not when she’s in diapers. Need they need you in teens, dad. So do the business now. Be there for when they need you. Older little side note, but, um, my husband and I, we really have each other’s backs. Um, on on Monday and Tuesday, I take the kids out. Um, we have, um, they’re actually starting dance and acrobatics. Um, is going to be new this fall, so they start that next week. Um, I have a moms group and that provides childcare where I get filled back up on Tuesdays, and that’s very structured. And I don’t know if we’re going to get into the neuro spicy part, but structure and routine is very, very important.

Anneliese Vance : And then my husband, the reason I can be on this call with you right now, um, actually has the kids out. So Wednesday, Thursday we trade off. Um, and then also I don’t do everything in the business. Um, you mentioned the marketing vendor broker, and I feel like explaining that term may be helpful. Um, so one of the things that bothered me when I was in sales and had to sell things is it would get outsourced, but it would get outsourced to an employee. Well, nothing against employees, but you’re only going to work so hard on it. And the thing about working with marketing vendors, which is just other business owners that do marketing other than we do, is they have a vested interest. They want to be referred to the next time they own their business, they’re going to bring their A plus game. Um, and then in return, they come back to us to bring our A-plus game. So we do Google ad management in-house. Um, my husband is brilliant, and that’s part of his, um, neurodiverse ness. And, um, it he’s like, I can do this. And I’m like, fantastic. Um, I do a lot of, um, the business development. Well, all of the business development, um, the, um, data analysis, the, the CMO work, um, the, um, that’s where my neurodiverse ness comes in is, um, finding patterns.

Anneliese Vance : And so we really get to blend our gifts together. Um, but we don’t have to do what the other person is good at. And then we have people that offer what we don’t. And so I had to make a decision when we first started. Am I going to try and fake this and like hold it in and like onto that money? Or am I going to let someone who’s going to do a really good job for them? And what I always say is, I would rather take my percentage and let them win as well and go spend time with my kids. Um, and so that’s what I do, um, is I don’t do it all. And, um, we do say no to some things. We we are very much in our lane. And it’s interesting right now, um, we have a client who we’re trying to figure out if they’re they’re in our lane. We we love them very much, but, um, I think we’re both on both sides trying to decide if it’s a good fit and and being willing to step away sometimes if it’s not. Um, we’ve. And it always seems to be in December, but we’ve at very critical times said no to people that just aren’t in our lane anymore.

Anneliese Vance : And it allowed our business kind of like pruning a rose bush. My parents are gardeners. Um, to just flourish and grow back and just be very, very clear and to not be afraid to say no. Like, hey, we’re not a good fit for you, but this person might be. And then we can get a percentage. We still win. Um, their business still wins. So, uh, yeah, the answer is I don’t. Or I would be, I would be in a pillow room somewhere because I literally I think that’s also my, my message to business owners is you can’t handle it. Like we really do like to take it off their shoulders. Like if you’re in trades, you’re really good at your trade. And if you’re not good at marketing, it is okay. It is okay to have someone else handle that. It doesn’t mean you suck or you’re not good at your business. And, um, I don’t think my I think my parents would have received help if it had existed back then. Um, but learning to ask for help has been so critical and admitting, and I think people respect it, too, that I don’t do everything and I’m very open about that.

Trisha Stetzel: I love that, and it’s so important that we step back and really do the things that we’re exceptional at and don’t do the things that we’re not or we don’t even enjoy doing. Right.

Anneliese Vance : I agree 1,000%.

Trisha Stetzel: Yeah. So, um, I would expect nothing less than for you to know your ideal client market because, well, you are a CMO after all. Uh, so you’re very focused. You know exactly who you want to serve. Tell me more about the passion behind your business. Really driving, helping fathers of family owned businesses. Where does that passion come from?

Anneliese Vance : Thank you so much for asking this question. Um, so I love my father very much. We’re very close. Um, we actually, if you go on LinkedIn, we write a post together every Monday under Hashtag Monday moments. Um, I will not get into that and get distracted because I love my father very much. But, um, my dad was born in 1950. Typical baby boomer provider. Um, and so he has always just had that if I need to be an employee to provide, if I need to travel, to provide, that’s a way that I’m loving my family. And it took me a very long time to understand that, um, I think the older my kids got, the more I understood that that that was just him and how he did things. Um, but as I mentioned, you know, at 14, my dad did go back to work, and I won’t get into the details here, but it just it made things more challenging. Um, and so I just have some personal experiences where I just know the importance of a father being present and that providing their time, um, can be just as important as providing financially, if sometimes not more important. Like my kids, they never like, man, I wish I had this. They’re like, no, they’re running to see daddy. Um, and just living that for the last five and a half years.

Anneliese Vance : Um, because all but for 18 months, my husband has been home with our kids. Um, my son never remembers my husband leaving because I’ll tell you a quick funny story. So he would watch my husband walk out the door every morning, and then at nap time, he would go to daddy’s office door, which was right by his bedroom, and say, you know, he wanted to say good night to him before nap. And I was like, oh, daddy’s working. Which was true. My husband or my my son never understood that my husband left. He’s always been home. Um, and my daughter has this very mature appreciation for what daddy does. Just she’s, you know, a little older. And she lived it, lived through it with us. Um, but I’ve watched my kids are so confident and so just they’re everyone’s kids are amazing. But, um. Without getting into all of the background of neurodiversity, it routine and, um, being able to depend on certain things is just so critical. And I’m just I’m so grateful that we were able to provide that for our kids. And something about me is, I’m not that person’s like, great, I’ve got it. Like I’m someone who loves to pay it forward. Um, it just lights me up.

Anneliese Vance : And so I love that I can get texts, um, from my clients. Actually, a funny story. So we have two clients that are both have the same name, and one of them was texting me and I thought it was the other. And I thought it was kind of weird that he was texting me because I knew everything was going okay with his account, and he texted me. He’s like, um, I’m at the post office, like, I’ll call you in a couple minutes. And he called me. He’s like, Annalise, everything’s going great. Like, we don’t need to talk. And that’s kind of our joke is like, he doesn’t want to hear from me, you know? Like, I don’t want to hear from him, because if I do, it means something is wrong. And so, um, you know, and on the same token, the customer that did call us was just. He’d had a horrible experience and was just very, very afraid to step out again. And I was able to reassure him. But I love being able to come from that place of empathy and get texts from my clients of like, I’m on my vacation. I know you’ve got it handled, and they’re with their kids and they’re fully present, and you know, they have little girls and they have little boys.

Anneliese Vance : Like little girls need to see how their future husband, in my opinion, how their future husband should treat them. And sons, I can’t raise a man, um, and I can nurture him. I can comfort him. But I cannot raise my son up into a man. And he’s going to be four in December. And it’s just very, very evident. I was telling my husband just a couple days ago that I don’t feel equipped, and he’s like, he needs time with me. And I’m like, I know. Um, but just that he can provide that, you know and I can we can cover for each other and give our kids what they need in the moment that they need it because it changes. Um, and so, you know, personally, it’s very important to our family. But like I said, I love being able to pay that forward and them knowing like they’ve got this, they get us, um, you know, they’re living it or like I said, like I lived it growing up, um, and really being able to provide that place that people can come to trust, know that it’s handled, um, and that they can go only they can raise their kids. I can’t raise their kids. I can handle their marketing, but I can’t raise their kids.

Anneliese Vance : I can raise mine. I always say, I love my kids. I’m not sure about yours. Um, I’m sure they’re great, but, um, I wouldn’t do for your kids what I do for my kids sometimes. Like, bless the world. Last night with my son was a funny story. But anyway, um, it was a very long answer to your question, but, yeah, I’m just. I’m so passionate to be able to provide that opportunity for other dads and the moms. Um, you know, I always say that the the husband and the dad is the, um, the thermostat in the house, right? So a thermometer goes up and down, but a thermostat, you set it and it stays there, or it should, um, and my husband really is that he walks in and, you know, peace comes into the room. And I just love being able to provide that opportunity for other dads to be able to do that, because then that takes pressure and stress off the wife. So it really just is like a full circle for the kids, the wife, the husband and everybody. So I feel like I’m making an impact, um, and not just handling their marketing. Not that that doesn’t make an impact, but the family stuff, I think, makes a a lasting generational impact.

Trisha Stetzel: Absolutely. Yeah. Thank you for sharing that and being so vulnerable to tell, um, so much of your story. And I think it will resonate with people who are listening. So, um, if folks are already ready to connect with you. They want to learn more. They just want to get to know you. What’s the best way for them to reach out online?

Anneliese Vance : Yeah. So two ways. One, I’m on LinkedIn. Um, and I answer all of my own DMs. It’s not AI. Um, so I always tell people this little trick if you’re on LinkedIn and sometimes they limit your DMs. And I’m not saying this to get more comments on a post, but if you comment on a post and say, hey, I heard you on Houston Business Radio, I can then message you back. Um, so if you’re if you’re out of DMs, that’s one way. The other is never miss a moment consulting. Com if you go to the last page on the right. Um we just updated I think it’s called Let’s connect. Um, but I answer all of those messages so you can send a message there. It goes right to my email. Me personally, I will answer it, not AI. Um, as you can tell how I feel about AI, I might have lost some people there, but, um, I’m a human and I am a, Um, I’m going to connect back. So. Yeah.

Trisha Stetzel: I love that. Thank you. And by the way, I know, um, Annalise told this joke about on a lease, but that’s not how you spell it, so I’m just going to spell it for you guys. It’s a n n e l I e s e so that you guys can find her. Annalise. Dance, not Annalise.

Anneliese Vance : Yeah, and I’m, like the vice president. No, we’re not related. Okay, if anyone’s wondering.

Trisha Stetzel: And just in case anyone’s wondering. All right.

Anneliese Vance : What about once a week.

Trisha Stetzel: That you do? Uh. All right. Annalise, you have talked a little bit about, um, neurodivergent, and you shared something with me this morning that you just learned, which is why we had to push our our. Yeah. Back, uh, to have this conversation this morning. And you shared with me, uh, about being gifted and neurodivergent. So can you talk a little bit more about that, if you don’t mind?

Anneliese Vance : Yeah, absolutely. And I’m still learning about it. Um, I actually learned about it in my moms group yesterday and I laughed. I’m like, oh, this is why our this is why our meeting got pushed back. I was thinking about you yesterday. I love that. Um, but if anyone wants to look it up, it’s called twice. Exceptional. Um, so it is either a child with autism. Um, which is what my daughter is, um, what I was. Now, I’m an adult with autism, um, and, uh, giftedness. Um, and then my son and my husband are actually both, um, have attention challenges. So their brain goes really, really fast and is gifted. So their brain goes like, on turbo. Um, like my friend called my son the Flash. Um, he literally he’ll be doing one thing over here, and his body is here. You can’t see my hands. His body’s here. And then his brain goes over here, and it’s like, what just happened? Um, but, um, they are going to struggle with, um, different emotional regulation. Um, they’re going to be really good at problem solving and puzzles. And so, um, actually, my son’s, um, Sunday school teacher is in the moms group because it’s at my church. And, um, she just gave me this great advice of just to follow his giftings, um, which is what we did with my daughter. Um, and so I think a lot of stuff with Neurodivergence can overlap. It’s not always the same.

Anneliese Vance : But my daughter danced since six months old. She literally danced on beat to, like, music that was playing before she walked. Um, and she, like, she will choreograph dances. She’s in ballet and tap and, um, acro. Like I said, they’re starting that next week. Um, and then my son will be in the middle of target and he’ll be dancing, um, to the beat. And he’s more hip hop. So, like, at his age, all he can do is ballet. But we’re getting him into acro, which I think is going to be really good for him because he just I call him monkey because he just is always climbing and jumping and flipping. And I don’t know that this is the speed of his brain, or if it’s just a boy, but like he will act without thinking. It seems like. Like he just like, trusts himself. I think it’s somewhat of a boy thing, whereas my daughter is very analytical and processing like, she’ll still do it, but you can watch that she’s processing before it happens. Um, and so yeah, just knowing that them compounded, um, just provides unique challenges. Um, so I’m honestly still learning about it, but I was just really grateful to know, oh, there’s a term for this. Um, and still learning, as always. Um, but to be. Because as we are heading into homeschool, as you mentioned, um, people are like, so how are you going to handle a gifted child with homeschool? I’m like, he’s just going to do kindergarten with my daughter.

Anneliese Vance : Um, because he already knows everything for preschool. Um, he was memorizing books at 18 months. Funny story. So I read to my kids before every bedtime and every nap time. So every time they go to bed, um, though my son is not napping, pray for me. Um, and, uh, so he’s like, mommy, I read to you. And I went, oh, haha. Okay, Trisha. He read the entire book like he was reading it word for word. This was not like a I can read book. This was like. And I was like, honey, come here. And at that time I was like, oh, okay. Um, and his memory, that’s another thing with twice exceptional kids, um, that you might recognize kids, his memory, he will remember something from like four weeks ago. And I’m like, yeah, we did say that. And my husband have to look at each other like, okay, let me go back in the memory bank. Like, what is he referencing? Because it happened? Because he’s remembering it. So it obviously happened and go, oh yeah, buddy, I remember that because he’ll remember sometimes better than we do. Um, so we ought to be on our game of what we say and what we do, what we say we’re going to do for him, because he will hold us to it. Um, yeah. So, okay.

Trisha Stetzel: So not only do you want a business with your husband, I have heard most of you, if not all of you, are twice exceptional.

Anneliese Vance : All of us.

Trisha Stetzel: And you’re going to homeschool. That is a lot for one couple to carry as business owners. So I’d like to go back to the term neuro spicy, because I have a feeling that that is part of what we’re bringing together here, right? So let’s talk about the neuro spicy mommy and how that came about.

Anneliese Vance : Okay. Well, um, I cannot take credit for the term. It’s one I’ve heard from some people on LinkedIn, and I just think it’s fabulous. It’s another way to say neurodivergent and just, you know, got a little attitude. Um, I think it’s if I have to say, my definition of it is, I own it. Um, it’s not a negative. Um, it’s not anything I’m ashamed of. Um, I have a friend that says, you know, you have a beautiful brain, and I do, um, I have some challenges that I have to kind of get ahead of, um, like, when technology doesn’t work and I have to reschedule with Trisha, I have to not freak out on the back end and tell myself there’s a reason for this. It’s okay. Um. And just really do that faith over fear. Um, I can get very fearful and controlling. Um, and so I have to get ahead of that and decide I’m not going to be that way and ask myself, like, what is this costing me as a wife, a business owner and a mom? And just decide, like, I’m not going to do that. Um, and then, uh, let’s see. Yeah. So I found out at 40 that I had autism. Um, I always kind of had hints of it. But in watching my daughter and my husband made the comment. He’s like, it’s like looking in a mirror. And I’m like, so I just started doing more research and I just accepted.

Anneliese Vance : It’s like, you know what? A lot of people are neurodivergent. It’s okay. Um, it means I’m really smart. I’m really good at patterns. I’m, um, I think sometimes autism can get a bad rap because it’s a spectrum, right? That’s something I always like to say. Um, not everyone. Is that, like, prototypical, like what you might think of? Um, and I’m very my daughter and I are both very empathetic off the charts, which is kind of atypical of like what you would think about with autism. Um, and so just kind of figuring out what our flavor was. Um, but it’s I’ve had so much empathy for my daughter. Um, and when I’ve done stuff for myself, it’s helped me slow down with my son, because my son can be very emotional. Um, and I hope it’s okay that I tell this story, but last night, my son was constipated. Um, he just had too much cheese for his little body. And so we were doing the midnight pees, and he felt like he had to do something else, and it never happened. And he was just. He was just really upset about it. Um, and it took almost an hour till 1 a.m. in the morning to calm him down. And, um, just because I take care of myself for my neurodivergence I have that I’m filled up to take care of my kids.

Anneliese Vance : Um, I’m filled up to go to respond versus react and go, okay, where are they coming from? Or to say like, hey, buddy, like, we really need to find a new way to handle this. But he’s three, you know, um, so it’s it’s this beautiful story of like, because I accepted it for myself and Honestly stepped back. That was a lot of where the partnership came from. It let my husband take on a little bit more responsibility, which he was already doing and fully capable of. Um, but again, relinquishing that control, um, and not being fearful. Um, so that’s why it’s just such a beautiful testimony for it to be a partnership versus the female owned. Nothing against female owned businesses, rocket girls. Uh, nothing against. It just wasn’t our story. I just I could not keep going at that pace. I had to take some stuff off of my plate and realize, like you said, like my gifting really is with my kids, really is empathizing with them. Um, my husband’s learning a lot. Um, but with him being actually gifted in ADHD, that is actually part of his challenge is processing and expressing emotions. So giving him grace. Um, yeah. So it’s just it it all worked out into this beautiful picture of where. What could seem negative really became the beauty of it. So.

Trisha Stetzel: So, so much that we’ve unpacked today on Elise. And as we close up, is there one thing that we haven’t tackled or one thing that we have that you’d like to just reiterate to the audience today about having a family owned business and going through so many amazing things together as a family.

Anneliese Vance : Um, I think one thing I would say is your family doesn’t have to look like anybody else’s. Um, it’s really okay to, you know, accept where your family is at and that you’re going to grow together. Um, because, you know, what used to be challenges aren’t. And then life presents you more, right? Um, and I think, I mean, you mentioned my vulnerability, which. Thank you. Um, because that is something I’ve really been working on. Um, but really, just to admit, like when you need help, whether it is for marketing, um, or whether it is, you know, I’m going to throw my kid against the wall if I don’t go grab a cup of coffee. Um, you know, and like, it’s nothing against my kid. It’s me. That’s my self-care lacking at that time. Um, but just like when you’re aware that you need help to just ask for it, and it it it takes incredible strength, in my opinion, not weakness. And I think, um, especially for the dads that we serve, admitting weakness is a big stigma. Um, with dads and I, a lot of dads that I follow and support on LinkedIn are breaking that stigma. And I love that. Um, but just yeah, it it’s strength and it’s loving your family and yourself all the things and your wife um, to say, like, I don’t have it, you know.

Anneliese Vance : I need help, and then we can do that for each other. And then we can do that for the people. Um, in our business. And, um, you don’t always have to have the answer either, you know, like, sometimes you can be like, you know, let me get back to you on that. Like, take a pause. You really just if I don’t have peace about something, I normally take a pause. Um, so I don’t know who that was for because that was just dropped in my head. Um, but yeah, just own your story and let it play out, and the right people will be attracted to your story. Um, I have a couple friends. I’m not trying not to name drop on here because I. I follow so many people on LinkedIn. Um, but that your vibe will attract your tribe. Um, it’s the best I’ve ever heard it put. And you don’t have to be afraid if you’re yourself, that you’re going to turn people away because they weren’t going to be attracted to you anyway. Um, so it’s just easier to just be yourself. And then you don’t have to pretend to be anybody else because that’s exhausting.

Trisha Stetzel: So it is, says the master marketer, I am.

Speaker6: Thank you.

Trisha Stetzel: She’s not surprised at all.

Speaker6: Thank you.

Trisha Stetzel: Amazing things, um, that we’ve talked about today. I really appreciate you being on the show. You guys, you need to go connect with Annalise. And the ways you can find her is her website at. Never miss a moment consulting. And her name is spelled a n e l I s e Vance. And you can find her on LinkedIn, which is how she and I found each other. Uh, as a matter of fact. So it’s never miss a moment consulting com where you can find that information. You guys connect with Annalise for just her personal story and just to meet her as a person, but also as a master marketer. Like, I hope that every, um, man and wife who own a business together can see how important having, um, taking the burden of marketing off their shoulders so they can put their kiddo on it, I think I didn’t say it exactly right, but that’s okay. So thank you again for being on with me today, Annalisa.

Speaker6: It’s been. You’re welcome. Sure.

Anneliese Vance : Thank you.

Trisha Stetzel: That’s all the time we have for today. If you found value in this conversation that I had with Anneliese, please share it with a fellow entrepreneur, veteran or Houston leader ready to grow. Be sure to follow, rate and review our show. It helps reach more bold business minds just like yours and your business. Your leadership and your legacy are built one intentional step at a time. So stay inspired, stay focused, and keep building the business and the life you deserve.

 

Building Strategic Excellence Worldwide with Daniel Omara

October 10, 2025 by angishields

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On this episode of Association Leadership Radio, Lee Kantor talks with Daniel Omara, President of the International Association for Strategy Professionals, who shares perspectives on the organization’s role in advancing strategy management globally. Daniel discusses the association’s pillars, its expanding international chapters, certification programs, and the importance of knowledge sharing and cross-cultural collaboration for strategy professionals worldwide.

Daniel-OmaraDaniel Omara is a motivated achiever and team player with charismatic leadership, excellent communication skills and business savvy that enables organizations to achieve high level strategic objectives, and drive performance culture that would align all processes and systems to deliver high impact results.

He has specialized skills and knowledge in corporate strategy and economic policy with an extensive experience in public/Government services particularly, tax revenue administration, public financial management and central banking services.

His knowledge base includes economic issues in regional integration, macroeconomic management in resource rich countries among others. Daniel is a certified Strategy Management Professional (SMP) by the International Association for Strategy Professionals (IASP). He holds an MBA (Corporate Strategy and Economic Policy) from Maastricht School of Management/Maastricht University, the Netherlands, Bachelor of Business Administration (Accountancy) from Makerere University Uganda and a Balanced Scorecard IASP-logo Master Professional certification from the George Washington University College of Professional Studies, U.S.A, Key Performance Indicator Professional certification (KPIP) from the Strategy Management Group/The Balanced Scorecard Institute, USA, certified PRINCE2® Practitioner (Axelos, UK), Gender and Macroeconomics, IMF Africa Training Institute, Economic Issues in Regional Integration, IMF Africa Training Institute among others. CURRENT ROLE Manager Strategy Management and Work Planning in the Strategy and Innovation Department of the Central Bank of Uganda.

Daniel coordinates the formulation and implementation of the Bank of Uganda strategy and supports the preparation of Departmental operational annual work plans and budgets. He’s the President of the IASP Global and Past President IASP Uganda Chapter.

Follow IASP on LinkedIn.

Episode Highlights

  • Daniel introduces the International Association for Strategy Professionals and outlines its mission to connect and empower strategy professionals across 13 countries.
  • Membership benefits are explored, including certifications, resources, global networking, and the organization’s commitment to professional growth.
  • The core strategic pillars: membership growth and retention, strategic partnerships, and organizational sustainability.
  • Certification programs for strategy practitioners, detailing application, examination, and the increasing global enrollment, especially in Saudi Arabia.
  • The annual global conference is highlighted as a keystone event, bringing members together for learning, networking, and community development through targeted sessions and communities of practice.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studios in Atlanta, Georgia. It’s time for Association Leadership Radio. Now here’s your host.

Lee Kantor: Lee Kantor here another episode of Association Leadership Radio. And this is going to be a good one. Today on the show, we have the President of the International Association for Strategy Professionals, Daniel Omara. Welcome.

Daniel Omara: Thank you. Thank you very much, Lee, and greetings to all the listeners. I am speaking to you all the way from Kampala, Uganda.

Lee Kantor: Oh, a long, long way away. Well, for folks who aren’t familiar, do you mind sharing a little bit about the International Association for Strategy Professionals? How are you serving folks?

Daniel Omara: Sure. Of course. So as I said, my name is Daniel Omara and I’m the president of the International Association for Strategy Professionals. We are a nonprofit organization, uh, started in California in 1999. Today we are based in Michigan. Uh, and we basically, you know, strive to be the global standard bearer for organizational transformation and success through strategy. Mission is to support and connect global strategy professionals to engage in thought leadership, share practical resources, participate in personal development, and seek certification transforming their careers and organizations. And we’ve been doing this since 1999. As I said, you can find us on, uh, strategy Association, DoD, or we are based in Livonia, small city Livonia in Michigan.

Lee Kantor: So tell us a little bit about the type of work when you when I joined the association. First, who who should join number one and number two, what are some of the benefits of being part of this community?

Daniel Omara: Thank you very much, Lee. So who should join? Anybody interested in strategy? The practice of strategy, the profession of strategy management can join. But we encourage all our strategy professionals across the world to join the association, because this is where we have shared learning. We have, um, experiences from different strategy professionals from across the globe, by the way, we reach out to over 9000 People across the globe, and we’re present in 13 different countries where we have chapters. Our newest chapter is in Kazakhstan, a very small state in the former Balkan states close to Russia. So all these strategy professionals can join all those in the practice of strategic planning, in government, in the public sector, in the private sector and nonprofits. Uh, all these are welcome to join. You could be a project manager and you’re not doing strategy. You’re still welcome, uh, to, you know, join the association because the strategy that we, um, uh, support, the strategy that we advocate for in different institutions supports strategic, uh, management in terms of project management as well.

Lee Kantor: So what are some of those kind of strategic pillars of excellence when it comes to strategy?

Daniel Omara: Okay. Before I go to the pillars of our strategic planning of for the ISP, you had asked me about the benefits. I could just mention 1 or 2. But most importantly is the knowledge sharing from different experts. Um, we hold annual global conferences and I’ll speak to that much later, but the knowledge sharing across the different professionals gives, um, a point of benchmark that, uh, we could all learn from. But among that, we have a certification program, which is the only kind in a field of strategy. So we have, uh, two strategic planning certification programs. One is called the Strategic planning professional. This is when you have experience in, uh, practicing strategy up to five years and beyond. Five years. If you’re engaging with a C-suite executives, you can apply to attain the certification known as the Strategic Management Professional. Smp and a number of folks in the US have got this certification. Are we expanding across the globe to Africa now and in the Middle East, especially in Saudi Arabia? So in our strategy, uh, we have three strategic pillars. One is the membership, where our goal is to increase membership. And we do not just want to grow a membership, but we want to retain our membership. Today we stand at about, uh, just, um, just over 700 members across the globe. Uh, that’s in the 13 chapters that I talked about. Our second pillar is connections.

Daniel Omara: This is where we want to grow partnerships, because in this field of strategy, it’s very important to work with our strategic partners. So here we um, our goal is to ensure that we have, um, the kind of partners that we can, uh, work with in running our webinars, in running our different programs, in, uh, supporting our strategy work across the globe, in our different chapters and also provide thought leadership. Uh, and we do this through the certification program, uh, webinars. And we have a newsletter called the Strategy Week. Uh, strategy, sorry, the Strategic Edge and the strategy magazine that goes out to over 9000 people. The third pillar, but not the least is organizational Or sustainability. And here we strive to see that we first of all, financially sustainable. We saw the, um, experience that we went through during the Covid pandemic that we were not able to run most of our activities just like every other institution. But it gave us a learning, um, point that we need to be at a point where we are sustainable financially rather than surviving. So we’re on that path to sustainability financially, but we also ensure that we maintain, um, a lean workforce, uh, our staff, that we can support even when we are constrained. So those are the three strategic pillars that drive our institution for this current strategic planning period, 2024 2026.

Lee Kantor: And then you mentioned that one of the benefits of, being part of the organizations is you can get a certification in strategy.

Daniel Omara: That’s right.

Lee Kantor: And then this certification, what is required other than just the having the title and the years of service, is there a test or is there some way to demonstrate that you have these skills?

Daniel Omara: That’s a very good question, Lee. So first of all, certification program, uh, has an independent, uh, body that examines the applications that are submitted, but also that sets the, um, exams for each of these, uh, two programs, ESP and the SMP. So what? And this is based in Canada, uh, where we have our certification director, uh, and the main office that runs all the operations around the certification exam. So when you would like to attain the SBP or SMP, you submit a qualification application. This application will be received by the Certification Director. They will submit to the Certification Commission that will review your application based on your work experience. Based on your, um, college qualifications and your experience, uh, around the field of strategy that would determine which of the certification programs, uh, would be best suited, uh, for your case, either SBP or SMP. So we, once you are, um, have gone through and have been admitted, uh, you’ll be advised on which program and you can start your study program on your own. The materials are available. Uh, we send that to you, but you can also find the material on our website. Once you remember, you are able to download our body of knowledge plus a lot of other resources. However, we have what we call certification preparation providers. These actually train our programs so you can enroll in any of their programs to prepare for certification exams. So there is an exam at the end of it all which you must pass. And the pass mark is 75%. It’s a three hour exam. And once you have passed, you then attain the SMP or ESP qualification.

Lee Kantor: Now another pillar of excellence is connections. As the leader of the organization, what are you doing to kind of facilitate and encourage the connections between the members? And are you creating events? Are you, um, doing kind of zoom calls? How how do you how do you help the members connect amongst themselves and form a true community?

Daniel Omara: Very good question, Lee. So of the 13, uh, chapters that we have across the globe, each of these chapters, uh, is required to organize a member engagement programs. Uh, these could be in form of, um, webinars, uh, in form of, uh, in-person workshops. And these could also be in form of um, conferences. They can have, uh, regional conferences. We just held the first ever um regional conference in Africa, and this was hosted by the ISP Uganda chapter in 2024, in August. And we had, uh, my colleagues on the board, uh, come over from the US, uh, to attend. And we had quite a great media coverage in Uganda. We had attendees from Nigeria, Kenya, the neighboring countries, Rwanda, the Democratic Republic of Congo and many others. So each of these chapters has different programs which, um, we guide, uh, centrally at the association headquarters in Michigan. And just to ensure that, um, the programs do not, you know, um, uh, compete with one another. Um, but they are routine programs that they have. We also run webinars. Excuse me. We run webinars. And these webinars are from different topics. And these topics, uh, can be decided, um, by the sponsors or these topics can be, um, decided by the speakers themselves. But of course, we we’ve got to go through them to see that, um, they create value to the members. So you find that members are always engaged in different programs across the different chapters. And when I come to speak about the global conference, then it will, you know, bring in the aspect of the universal program that brings all the members and, and those intending to join and to to one room during that global conference.

Lee Kantor: Now, as the leader of the organization, what is the kind of the metric that matters to you at the end of maybe the year when you and your team are getting together to assess how you’ve done from a strategic standpoint, what is what are some of the things that have to happen in order for you to be high fiving each other at the end of the year, when it comes to achieving your strategic objectives?

Daniel Omara: Fantastic. So we’re a nonprofit Profit organization, but you still need to survive. As I said, we need to be sustainable, as I said earlier. So one of the metrics that, um, keeps me awake, keeps, uh, the entire board awake is to see that we first of all, financially sustainable. So we look at our numbers and we’ve set targets to grow our revenue. The revenue comes from, uh, member subscription that is paid annually. The revenue also comes from our programs that we run the certification program. So once we have achieved our targets on, uh, say, um, on financials, uh, then we can be sure that, yes, the association, uh, will be sustainable. The second, uh, metric that we look at is the membership growth, uh, end retention as I spoke too much earlier. So we’d like to see that over the next, uh, two years, during our strategic planning, uh, cycle, we grow our membership by at least 10%. And I said we just slightly over 700 members. And this this number came from about 300, um, a couple of years ago. So we’re doing great, uh, to see that we increase this during my presidency. Uh, that started in June, July this year. I promised that we need to grow membership to 1000.

Daniel Omara: So, um, all the time monitoring this metric to see that the numbers go up. But we also retain, uh, as much as possible in terms of connections here. We’re mainly concerned with, um, the, uh, certification program. So once we see many enrollments to the certification program. We are happy and we’ve been happy on this, mainly from the number of people joining the certification program from Saudi Arabia. We could see over 50% or 50, sorry, 50 members, uh, people joining, um, the certification program in one sitting. Um, that’s quite a remarkable, uh, performance. But we want to grow this across and to enable us to grow across the globe. We’re also doing translation, uh, of our strategy, uh, certification programs in different languages. We’ve done in Arabic. We’ve done in, uh, we’re doing now in, uh, Spanish, uh, still in the works, but in Arabic. We have succeeded, uh, in doing that in these areas. So those three plus conference, uh, the number of, uh, people signing up for conference. Very important that every year when we organize these annual conferences, uh, we set base, um, base numbers that we should work with. And once we achieve these numbers, we, we believe that we’re good to go.

Lee Kantor: Now, when it comes to strategy, is there a global strategy that works in for all cultures and all countries in all situations, or is strategy something different in different parts of the world?

Daniel Omara: That’s a fantastic question, Lee. So strategy across the globe, is it a plug and play that you can use in different cultures or in any part of the world? Uh, perhaps. No, in my view. And yes as well, yes, that the basics would remain the same. The concept of strategy will remain the same. Are you designing a strategy? Are you formulating a strategy that works for you in the next three, five, ten years? All right. There are basics that must be there. You’ve got to have your priorities clearly set. You’ve got to have metrics to assess progress towards achieving your goals. You’ve got to have the vehicles of transformation. If I may say that your strategic initiatives have got to be in place to drive, uh, your, um, goal and these remain, um, the same. These are standard, uh, measures. These are standard formats. These are standard, uh, concepts that will apply in any environment, any culture. However, when it comes to execution, this is where the play is much more interesting because different cultures, um, appreciate strategy implementation in different ways. In fact, even within this, the culture, which is quite similar, but in an institution, every institution has got different cultures. So you might find in a population of the same culture, but institutions within that population have different cultures. And so there will be differences in execution based on, um, the nature of the institution or the culture in the institution. So it’s not a one size fits all, uh, in as far as execution is concerned. And execution actually is one of the biggest challenges for us in strategy management because of the one big factor culture. And that is why, um, one, you know, scholar Peter Drucker once said strategy is eaten by culture, or culture eats strategy for breakfast, lunch, and we’ve gone ahead to add it, even dinner. So you have to work very hard to ensure that you bring your culture to align with your strategy, or vice versa. And so strategy is not a one size fits all in as far as execution is concerned. But in terms of the concept, the framework, that’s the same, uh, across the board.

Lee Kantor: Now, don’t you think that any organization that is global right now, or is thinking about becoming global, should become a member of the International Association for Strategy Professionals to just help them understand kind of the The nuances involved when you are implementing a strategy that might be working successfully for you in your community, but you need some other eyes and other people looking at this thing when it comes to international growth, and an association like yours is a great place to start to begin having those conversations.

Daniel Omara: Absolutely. So encourage all these institutions that are going through, um, their strategy journey that are starting their strategy journey. Come join the ISP, the International Association for Strategy Professionals, and meet these different experts, uh, in different sectors, public and private or non-profits. And you learn a lot, uh, from these experts. By the way, we have experiences and practitioners in the US military. Um, no wonder then, that, uh, strategy as a subject, uh, was, um, uh, a subject of the military, um, in the Art of War by Sun Tzu. Uh, he says, well, the military well, not quoting, you know, word for word, but strategy is quite instrumental in the military. And so it’s so interesting to see how the military applies strategy. And when we share, you know, experiences, um, not going to the detail of the military, but in as far as strategy is concerned, then we see that there are many lessons that, um, other institutions that are not in the military can still learn from. But also you have a wide range of, um, practitioners, uh, that can give this support. And we have the body of knowledge that, uh, provides a clear five, uh, steps to strategy, uh, formulation up to execution. This includes engagement and this information is available on our website. Um, the book uh, now 3.0 is free to members. Otherwise, if you’re not a member, you can purchase it at, uh, 50 USD. So this will give you, um, the different steps that you can take in strategy, uh, from formulation to execution. And so we encourage, um, different companies, different institutions, whichever size, to come join us and learn from us. And one of the developments still in the works is we now using data, uh, across sectors to see the success rates in strategy execution. And this is going to be very interesting when we release that out. Um, and we’re working with one of our partners. I may not share that now because we are still in the works, but it will give very realistic numbers. Uh, on the success rates, but also the failure rates in strategy execution across different sectors.

Lee Kantor: And every year you have an annual global conference. Is that right?

Daniel Omara: That’s right. So every year around about May June, we hold an annual conference. Um, the last conference was in Philadelphia in the United States. Pennsylvania was a great conference. We had over 100 people attend and great speakers, um, on different areas. And this was a success. Um, and the previous conference was in Atlanta, uh, in Georgia. The next conference, 2026, will be in Manitoba, uh, in Canada, Winnipeg, Manitoba, By Canada. And we look forward to, um, you know, people coming in to, uh, attend. Uh, registration will start in December. But for our international attendees, um, they can always start the registration process early because of, uh, visa requirements. But during the annual conferences, we have speakers from across, um, different sectors, but also the topics that are presented here, uh, provide a very good, uh, benchmark for practitioners, even us who are running this association, uh, we still learn each and every day. So we sit in and listen to these speakers, and there’s always 1 or 2 things to learn from here. But far from that, this is the point where we get our members to have in-person interaction, but also we have different groups called the Communities of practice. So we have the government communities of practice, where people in the public sector meet to share their experiences in the same kind of environment in government. And we also have the Women in strategy, uh, community of practice. Again, they come together and share their experiences, how they’re doing, strategy formulation, execution. Uh, in, in as far as, you know, the women are concerned and the challenges and all that. And these different communities of practice really support our members. Um, and they provide a connection, uh, during the annual conferences. And of course, there’s time for fun, uh, during the conferences. So it’s not just, um, heavy professional topics that are discussed during these conferences.

Lee Kantor: Well, Daniel, it’s been a pleasure getting to know you and your organization. The website one more time is Strategic Association. Is that right?

Daniel Omara: The address is. Strategy. Association. Org.

Lee Kantor: Strategy. Association. Org.

Daniel Omara: Org. That’s right.

Lee Kantor: Well Daniel, thank you again for sharing your story. You’re doing such important work and we appreciate you.

Daniel Omara: Thank you very much, Lee, for this opportunity. You can find us on LinkedIn. You can find us on Facebook. You can find us on X, formerly Twitter. And we’re always happy to work with you. Thank you very much, Lee.

Lee Kantor: All right. This is Lee Kantor. We’ll see you all next time on Association Leadership Radio.

 

Elevating Leaders: Calm, Clarity and Growth with Dr. Jodi Blinco

October 10, 2025 by angishields

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Elevating Leaders: Calm, Clarity and Growth with Dr. Jodi Blinco
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This episode of High Velocity Radio welcomes Dr. Jodi Blinco, transformational coach and founder of ZenLeader, for a deep dive into building authentic leadership through holistic practices. Dr. Blinco shares how her groundbreaking approach combines mindful movement, customized coaching, and tangible skill development to support individuals and organizations facing rapid change, stress, and the need for genuine connection in today’s workplace.

Dr-Jodi-logo

Dr-Jodi-BlincoFounder of The U School, ZenLeader, and Author of Inner Alchemy, Dr. Jodi Blinco is a coach, speaker, and pioneering educator, who has become an iconic leader for transformative personal and professional growth.

For over two decades, Dr. Blinco has been at the forefront of innovative training and coaching methods, fostering a love for learning, and providing impactful mentorship to students and professionals alike.

As a vibrant and compassionate educator, her consulting, coaching and workshops go beyond traditional lectures – they are life-changing experiences that have touched countless lives along her journey. Holding a Doctorate in Education, Masters degree in Business , and a Bachelor’s degree in Business Administration, Dr. Blinco has an academic background that continually shapes her unique perspective on success, leadership, and personal transformation.

As an avid advocate of holistic wellness, Dr. Blinco is also a Certified Yoga Instructor, has owned a yoga studio and has traveled the world teaching inspirational and wellness workshops where she incorporates these healing practices into her comprehensive approach to personal development.

With an unwavering passion for transforming lives, Dr. Blinco’s mission is to empower and inspire others to realize their fullest potential, overcome life’s challenges, and achieve personal as well as professional fulfillment.

Grounded in action and fueled by the desire to make a meaningful impact, Blinco is an inspiration to all who encounter her work. Her genuine passion, unwavering courage, and relentless pursuit of knowledge is a constant reminder that hard work, dedication, and perseverance can, indeed, change the world for the better.

Connect with Dr. Blinco on LinkedIn.

Episode Highlights

  • The creation of ZenLeader and its fusion of corporate experience, coaching, and yoga studio practices to serve leaders and teams.
  • How ZenLeader customizes programs, including workshops and group coaching, to meet the needs of frontline staff, sales teams, and middle management.
  • Insight into Dr. Blinco’s unique sales conversation structure that helps professionals close with authenticity, focusing on service rather than pressure.
  • Success story of coaching a client’s middle management team to achieve an 88% increase in customer conversion rates.
  • Announcement of ZenLeader’s new brand and website, designed to offer organizations self-service access to masterclasses, workshops, and resources.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studios in Atlanta, Georgia. It’s time for High Velocity Radio.

Lee Kantor: Lee Kantor here. Another episode of High Velocity Radio, and this is going to be a good one. Today on the show, we have a speaker and transformational coach with ZenLeader Dr. Jodi Blinco. Welcome.

Dr. Jodi Blinco: Thank you. Lee. Thank you for having me.

Lee Kantor: Well, I’m excited to learn about your practice. Tell us about ZenLeader. How are you serving folks?

Dr. Jodi Blinco: Well, ZenLeader, um, was really a creation from my own lived experience, both in the corporate world as well as, uh, the yoga studio. Um, and so what I’ve, what I’ve done is I’ve taken, uh, my passion for coaching and developing others and my passion for mindfulness and and wellness and really put that together in an offering that serves people through our ZenLeader master class. So that’s really an autonomous way to plug into holistic practices that help you become a stronger, um, a stronger leader, and also tapping into holistic practices in your life so that you can calm the chaos, manage your stress, and really just stay aligned with that authentic version of of who you are. And we also offer one on one group coaching, keynote sessions, workshops. Uh, again, the intent is as nowadays, the, um, there’s so much happening in our world and in the workplace, there’s a lot of unknown. There’s a lot of fear, there’s just a lot of distraction. And ZenLeader is designed to help folks find that calm in the chaos and also continue to elevate and climb and grow through their authentic power and their authentic voice.

Lee Kantor: Now, you mentioned, um, a yoga component. Is this part of the practice as well? It’s not just me talking to you or you asking me questions. There’s actually some physical movement and exercise attached to this.

Dr. Jodi Blinco: Uh, there can be. Yeah, there can be, um, that usually shows up mostly in the on site or the virtual workshops. If a company wants to include that in their offering. We customize our programs, uh, for the frontline middle level management and sales teams to really meet the organization where the needs are. Uh, some organizations, uh, Paychex, for example, is a client that we’ve worked with in the past, uh, with their sales team on, you know, finding their confidence mantras and, uh, that mental resilience when things get tough in the sales world. We also did the physical practice because it was an on site workshop where we did some yoga and had fun with it. Um, so to answer your question, it’s not included in every program, but if a client or company wants to include it and offer that to their employees as a way for them to. We do a really fun one called yoga at your desk so you don’t have to roll out your mat or change clothes or anything like that. Um, it’s just a, uh, it’s a component there to help people more think about being present in the day to day, being mindful, moving with intention. And yes, if they want yoga, we can design and plug in a little bit of yoga to their customized workshops.

Lee Kantor: So in these organizations that you work with, what is kind of the what’s what’s happening in the organization where they’re like, I better call, uh, Dr. Blinco and her team, uh, because we’re struggling with blank.

Dr. Jodi Blinco: Yeah, I, you know, we really serve three primary groups and organizations. One is your front line, um, staff that are interacting with with your customers, your sales team and your middle level leaders. The reason being is those folks, uh, oftentimes there aren’t a lot of organizations that have structured onboarding for new hires and structured skill development for those areas. Sales skills, frontline customer interaction skills, and mid-level management is also a gap in the industry, where we don’t see a lot of nurturing or care or skill development. Teaching people how to become leaders. And, you know, for ZenLeader, also balancing the stress that that comes with that. So that’s really the problem that we’re working to solve with the offering. One of the things that also makes us different is This skill development portion of what we do is designed to develop folks so we can make an impact on the organization’s bottom line. And a lot of learning and professional development programs aren’t able to make that connection through their offerings, through the skill development. So that really is part of the return on investment. The ROI to the organization is this isn’t just a training program or a professional development program. We are holistically developing your people with the intent to take care of them, and also take care of your bottom line.

Lee Kantor: So how do you kind of demonstrate the ROI to an organization, to how do they like, what are the baseline metrics and what are the metrics you compare to at the end?

Speaker4: Yeah, for each group it’s.

Dr. Jodi Blinco: Going to be a little bit different. So um, but if we’re just talking in generalities, really working with them to identify the key performance indicators of of those three groups. So what are the metrics that we are using to define define success for a frontline, uh, customer service or customer relationship specialist. What are the metrics for sales and and middle management? Um, sometimes organizations don’t have those clearly defined defined for those different roles. So that’s part of um, the coaching and consulting that we can also partner with the, the organization on, because that’s really foundational. If we don’t have those, then it’s it does become challenging to anchor the professional development and that work into a very tangible metric or, or return. But for example, if we’re talking about a sales team, things like outreach, appointments, conversions, um, when we teach, uh, sales skills, One of the things that, um, we really focus on, which I don’t know, that a lot of sales trainings programs do this, but we really focus on helping that individual have a sales conversation authentically with that business or with that client, and teaching them a structure for how to navigate that. I think a lot of times the risk with sales conversations is people feel like they’re being sold to, and nobody likes to be sold to. Uh, you know, human beings are nature is we can we can sense that we can sense inauthentic inauthenticity. And so, um, working with the sales team, developing those skills, also teaching them things like mental resilience and mantras and crystals, uh, and yoga and, you know, the holistic side of that, bringing the skill with the with the holistic piece really focuses on helping to drive those key metrics that we have defined with the organization that they want to get out of this investment that they’re making, or we are working, um, to design a program that, um, addresses the indicators that are already in place.

Lee Kantor: Now, how is this a methodology that you developed yourself and put your own kind of secret sauce on, or is this somebody else’s methodology that you’re delivering?

Dr. Jodi Blinco: It is mine, actually. Um, yeah. I uh, about, gosh, almost 18, 19 years ago now. I started down a path in, in, in a sales role. And I really, really struggled in that role. I struggled to have an authentic conversation. I struggled to really connect with the person on the other end of the phone or face to face, because I was never really taught a sales structure or one that really felt accessible and comfortable and authentic to me. So through that really tough learning and that experience, um, I developed my own conversation structure, uh, or conversation map, if you will. That really takes something as fluid and intangible as a conversation. And it provides it provides some infrastructure to it so that, um, it keeps you from getting lost in in the discussion, you have an idea of where you’re going in the conversation and then figuring out the core skills that go with navigating and progressing. That conversation is, as you said, really the secret sauce. And, um, that is, uh, what has been developed and, and really what I’ve done in multiple different industries. Um, one, my background is in higher education. And so I’ve developed a similar product, um, for, uh, higher education institutions, coaching and developing their mid-level leaders inside the institution and also the front line recruiting staff. Um, and then, uh, obviously ZenLeader, which is can, you know, be used in higher education, but really is designed to serve other industries and also has that holistic component. And, you know, the holistic component is also a lived experience. It’s um, as I progress in the corporate world, um, moving up into different roles, the, the stress, the the seeking approval of, um, people above you, really burning yourself out, running yourself ragged, uh, your own self-talk that sometimes, uh, doesn’t work in your favor. That’s that holistic component that ZenLeader brings in addition to those very tangible, hard skills.

Lee Kantor: Now, do you mind if we go a little deep and zoom in on the sales component? Because sales is something that’s close to my heart, and I think it’s an area that there’s a bunch of people that don’t feel comfortable as salespeople or even kind of wearing that salesperson hat. Even though that more and more organizations, everyone has some sales responsibility. Um, do you mind sharing a little bit about how you help a person who maybe feels kind of icky, labeled as a salesperson or is very hesitant, um, to sell? Um, just just from an emotional standpoint, it’s hard for them to get past that kind of, um, like, they don’t want to feel like that used car salesman stereotype, but they want to help people, you know? So it’s a, you know, even in your business as a, as a coach and a leader that you are, somebody’s got to sell something or nobody or nobody eats. So.

Speaker4: Right.

Dr. Jodi Blinco: Yeah. And I think, um, I struggled with that, that feeling myself and my coaching practice now and in the ZenLeader practice now, I know that I that comes up almost daily. So it’s a very that feeling that you talked about that kind of icky feeling or I don’t want to be I often hear I don’t want to be pushy. I don’t want to be aggressive. I don’t want to sound too salesy. That’s usually what people are sharing with me when we’re talking in coaching conversations. And I completely understand that. And I actually applaud, uh, folks for for saying, hey, I, I want to help people, but I want to do it in a way that feels aligned and and feels like me. I don’t want to say things that are in a script that I’m being told to say, that feel, you know, that I wouldn’t respond well to if, if, if, uh, I was on the other side of this and I think that’s to answer your question, that’s, that’s kind of step, step one of helping people through that particular, uh, feeling is imagine you on the other side of however it is, you’re closing a conversation now, um, I’ll focus just on the closing part of of the conversation. But any sort of interaction is going to have stages before you get to that closing point.

Dr. Jodi Blinco: But the closing one is where I see a lot of folks get stuck, and they’re not really sure how to end the conversation. And they they get stuck because they don’t want it to feel, again, too salesy or icky or whatever word we want to use. And so, um, step one is thinking about how what would I respond well, to if, if it were me on the other end of of this conversation, the other thing that I have found, the other tactic that I’ve found to be very helpful, uh, for the person in who’s having these sales conversation and the individual that you’re talking to, um, selling a product or service is to if we’ve managed and, um, progressed the conversation in a way, uh, up to the closing point where we are learning about that individual, learning about really what they need and where they are in that decision making process. If we’re doing that as a lead up, the the end or the closing part of the conversation really becomes a a plan. And if in your brain you think about the close as what is the plan that we are going to take as a next step, the the word plan takes that kind of weird charge out out of the interaction.

Dr. Jodi Blinco: And it might be that that person you know isn’t ready to take the immediate next step. But if we’re able to have a conversation that sounds something like. So we’ve talked about a lot today. The next step would typically be to do x, y, and z. How do you feel about taking that next step? Are you ready or do we need to um, maybe look at a different timeline for you? It’s a that the plan is about clarity for the person on the other end of the phone. And that question. Uh, I actually call it a wedding proposal. Um, because it’s kind of the end of the conversation where both the person that you’re talking to and you know that something’s got to happen. It’s time we, you know, we’ve talked. It’s it’s time to make a move. And oftentimes that move sounds like, well, can I call you in a couple of weeks or can I send you an email or, you know, if you’re if you’re going for a more hard sell it. It sounds like, well, how about I, you know, or when do you want this to move forward? Or when do you want to make this money and that? I’m never a huge fan of that.

Dr. Jodi Blinco: But, you know, the wedding proposal concept and the plan concept is we’re asking a question to get a yeah, I feel like I’m ready to take that next step or we get a no, I don’t feel like I’m ready. Okay, no problem at all. Talk to me about what feels comfortable for you as a next step. So I know I took you way down in the weeds there, but but thinking about how would you want to be handled, and then also repositioning that closing part of the conversation as as a plan and engaging with the other person to build that plan together and having it truly be about them. I think that’s that’s the third takeaway that I would offer. People can feel when it’s about you in the interaction, even if you try to shine it off and make it sound and look and appear as though it’s about them. If it’s if you’re making it about you, they know that. So that plan and that closing part genuinely has to be about what’s best for the other person. And if they feel that authenticity from you, you’re able to have way more honest, clear discussion about where they are and where they’re not and and go from there.

Lee Kantor: Yeah, I agree 100%. I think when you reframe selling into helping or serving and you’re just there as an expert in what you do and you’re just want to hear what their challenge or problem is, and you want to see if you can help. And and if you can help, it might be with your product. It might not be, but you just want to be clear and yourself in trying to help somebody. And, you know, maybe we’ll do business down the line. But maybe we won’t. But I’m trying to help you get what you want, rather than I’m trying to sell you this thing I have.

Dr. Jodi Blinco: Exactly. Exactly.

Lee Kantor: Yeah. I think that reframing is so important. And if you can get someone to reframe selling to helping and serving, then it doesn’t feel icky. You want to help people? Everybody wants to help people.

Dr. Jodi Blinco: Mhm.

Lee Kantor: So what’s your biggest need right now. How can we help you. Are you looking for more clients. Do you need more um consultants helping coaching. Like what do you need more of?

Speaker4: Yeah.

Dr. Jodi Blinco: So we’re really excited. Um, ZenLeader has just gone through a rebrand, and the new site and brand will be launching next week. Um, I really am proud of the work that’s been done there, just to help articulate the messaging of who we are, what we do, who we serve. So I would say keep an eye out for that. That’s that’s number one. Um, but you know, what we can use help with right now is just really continuing to expand and grow and serve and, and be able to offer, um, our programs and our masterclass and workshops to as many organizations who are, are looking for support and developing their people and also taking care of their people at the same time.

Lee Kantor: Now, you mentioned, uh, at least you started or worked with a lot of higher education. Is there a niche that is a sweet spot for you, or is this kind of industry agnostic that this will work with any size organization or any type of industry?

Speaker4: Yeah.

Dr. Jodi Blinco: Great question. Uh, I would absolutely say it’s industry agnostic, um, because of the customization that we do in our discovery calls and in the front end of the conversation, working with the the leader that brings us in or human resources, whoever that is, to take our framework, take our structure, but then again, make it work for the workforce, the KPIs, the the industry. Um, and you know, the the way that the, the products have been developed, um, we’re able to scale with our, our online masterclass. We’re also able to scale scale with, um, with group coaching sessions. Where where it becomes a question of capacity is if an organization wants to do a lot of one on one coaching, uh, we still offer that, but but really, I would say our, our sweet spot is in the the group coaching sessions, the workshops, the speaking, the masterclass. Uh, and again we’re able to meet each organization and client where they are because of the customization that we can do within the curriculum and within the offerings.

Lee Kantor: Now, is there a point of entry? That’s a usual starting place for these organizations. Are they coming in to have you come as do a talk or lunch and learn, or a workshop or training session for a specific thing, or is it. It could be anything.

Dr. Jodi Blinco: It really could be anything. The new website will offer so much more clarity to the products and services in that point of entry that that you talk about. Um, so again, I’m really looking forward to that launching. Um, if someone is clear that they want, uh, a group coaching session or a group workshop, we offer those both on site and virtually. The new website will have the, um, the topics or the workshop sessions that you can choose from, descriptions. It shows pricing. So it really allows a self service for clients to be able to take a look at where are we, What are our needs? Can you meet them with what is on the menu, so to speak? And if we’re not sure what product or service we need to to engage with, um, the, the discovery call to really figure that out is that that point of entry. And quite honestly, I always recommend that a client starts there. It’s a 30 minute conversation. We’re really able to talk about where where is the organization, what are the needs, what are they thinking as a starting point? And if they’re not sure, be able to offer some recommendations. And then again, go through that customization process. And then once we’ve got that figured out, um, we, we go, uh, and go right into the uh, organization, um, just really as an extension of the leadership team, as coaches, as personal trainers, if you will, um, to help with that skill development in real time in the day to day.

Dr. Jodi Blinco: So it’s not a one and done where you attend a a workshop and then it doesn’t really go anywhere. We work really hard to make sure that the learning is integrated, because that’s really where the ROI comes from. That’s where the value comes from. I think we can all relate to taking courses or classes online and or going to a conference, or going to a luncheon and learn. It becomes a check the box activity, uh, that we work very, very hard to make sure that that is not the coaching model that that we are providing, because let’s be honest, nobody really gets a whole lot out of that. Or if if you do, uh, it’s it’s a very small percentage of people that are really going to take that information and do something with it. So that’s, that’s really important to clarify as not only the point of entry, the intention, but also the the outcome, which is important.

Lee Kantor: Now, you mentioned that, um, it’s your work is kind of industry agnostic. What about size of organization? Is there a certain size sweet spot like is this for startups or do they need to have 100 or more employees? Like like what’s a size organization you typically work for?

Dr. Jodi Blinco: Yeah, there really isn’t any limit until we’re getting up into, you know, tens of thousands, right?

Lee Kantor: Like from a a limit standpoint. But what about a starting standpoint? Like would you go into a five person, you know, accounting firm, or is this something like for larger enterprise level firms?

Dr. Jodi Blinco: No, we’ve had just as much success in the smaller firms. And um, quite frankly, in the smaller firms, you’re you’re able to offer some of that one on one coaching, more of that personalized attention. So by all means, a startup is is just as accessible, um, to our, our programs. And we want to be able to serve those folks just as much as the organization that has 100 500 plus employees.

Lee Kantor: Now, is there a story you can share about a client you work with that don’t name the name of the organization, but maybe share what the challenge was they had, and then how you came in and helped them get to a new level.

Dr. Jodi Blinco: Yeah, yeah. I um, so I’ve already talked about sales a little bit. I’ll talk more about the, the middle management group. Um, and I’ll just, you know, say that oftentimes what I see in organizations is, um, if they promote from within, they typically promote people who are really strong individual contributors in their roles, or if they are bringing somebody in from the outside, um, you know, that that individual obviously has to learn the ropes of the organization, but, you know, you don’t know what kind of development they’ve had in a, in a leadership role. And I would offer that, that mid-level leadership is so important because they are the one influencing your people who are interacting with your customer base. They are the closest to those folks, and oftentimes they haven’t been taught how to transition into a leadership role. What skills do you need to be an effective leader and manage vision and purpose and have difficult conversations? And so, um, one, one client in particular that comes to mind, uh, again, oftentimes roles aren’t clearly defined and not just a job description. I think, you know, people have job descriptions, but how are we defining our the skills that, that, um, we determine, uh, mean success in a role. And then how do we quantify that both qualitatively and quantitatively.

Dr. Jodi Blinco: So helping helping an organization make sure they have that foundation in place, which then leads to creating a coaching culture, teaching leaders how to be able to do that. That’s going to impact, um, metrics and sustain them long term. So we’re teaching leaders how to be coaches, how to develop their people, in which case, um, you know, in this in this particular example that I’m thinking of, uh, we were able to increase customer conversion by, I think it was 88%, uh, on average in any industry, we’re looking at about 3 to 5%, because we’re starting with that middle layer. That’s going to be, again, creating that culture, creating the vision, doing the coaching and development of the staff or in in cases, often not doing it because they don’t know how. Um, so we’re really offering that wrap around support to not only teach them how to be leaders, but help them develop the skills, help them to execute, and then also help them along the way when they doubt themselves, when they second guess. Be their coach. Be in their corner. Uh, to be a sounding board and also help them through the the real life day to day conversations that you don’t always know how to have, or what to do or how to navigate.

Lee Kantor: Yeah, the impact is real. I mean, that’s the thing. Um, it’s so important, I think, for organizations to really consider partnering with coaches and coaching firms like yours, um, where you need fresh eyes on things, you need people that have been there and done that and can help you get to new levels that maybe you couldn’t even imagine getting to.

Dr. Jodi Blinco: Yep. Absolutely.

Lee Kantor: Now, if somebody wants to learn more, have a more substantive conversation with you or the team. I know the website isn’t officially launched, but maybe by the time they hear this, it will be launched as, uh, can you share the websites? The best ways to connect?

Dr. Jodi Blinco: Yeah, absolutely. So, ZenLeader. All one word, all lowercase. Zen Uh, we do have a website up right now. It’s just that the, um, the elevated, uh, rebranded one, uh, will be up next week. Uh, so middle of October, we will be live with more of those self-service, um, options. Uh, but Zen, uh, is our website, and ZenLeader official is on Instagram, uh, Facebook and LinkedIn.

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

Dr. Jodi Blinco: Thank you, thank you, Lee, thank you for having me.

Lee Kantor: All right. This is Lee Kantor. We’ll see you all next time on High Velocity Radio.

 

BRX Pro Tip: Why You Should Focus More on Process Than Outcome

October 10, 2025 by angishields

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BRX Pro Tip: Why You Should Focus More on Process Than Outcome

Stone Payton: Welcome back to Business RadioX Pro Tips. Stone Payton, Lee Kantor here with you, Lee, talk a little bit about the idea of paying more attention to process than outcome.

Lee Kantor: Yeah, I think it’s so important to focus in on the things that you can control, and the process is the thing you can control. You have no control over the outcome.

Lee Kantor: It’s a trap to me to obsess over end results like closing the deal, hitting the number, getting the yes. If you’re focused in on that, you’re going to be ignoring the daily actions, the things you have to do over and over again that actually create those results.

Lee Kantor: The results usually lag the effort. You can’t force deals to close on your timeline, but if your process is solid, the winds will come. Some days you’ll crush it. Some days you’ll just show up and showing up and doing something positive is going to be useful. It’s going to be helpful.

Lee Kantor: So celebrate showing up. Consistency creates that compound interest that sales will come eventually. If you’re doing that relentlessly, small efforts do add up. Focusing on the process means relentlessly doing the work every single day. That’s going to eventually deliver the outcomes you want. So put your energy into what you do every single day and watch those outcomes start showing up.

The Role of Tension in the Sales Process

October 10, 2025 by angishields

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BRX Pro Tip: AI is a Tool

October 9, 2025 by angishields

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BRX Pro Tip: AI is a Tool

Stone Payton: And we’re back with Business RadioX Pro Tips. Lee Kantor, Stone Payton, here with you. Lee, as you and I and the organization here at the Business RadioX Network dive more and more into ways to leverage AI, and the more I talk about it in all of my circles, people are all over the map with their perspective on the value of it, how to leverage it. What’s your current thinking?

Lee Kantor: Right now, I think AI is a tool, and it’s an important tool to learn how to use. And I think the first step in dealing with AI, I don’t know if it’s going to be, you know, something like the Industrial Revolution that is just monumental, revolutionary change. But right now, for sure, one of the things is, it is a tool, and it’s in your best interest to learn how to make that tool your own personal assistant at the minimum.

Lee Kantor: So AI is changing the game. It’s not going to replace you anytime soon. And the people who know how to use it to make themselves more effective, more efficient, and a little bit smarter are the ones who are going to win in the present day. Who knows what the future lies?

Lee Kantor: But I would treat it like it’s your top-tier executive assistant. Learn how to use it on things that are going to improve your life. You know, you want to figure out ways to leverage it so you can automate repetitive stuff. Anything you do with a checklist can be automated. Use AI to help you.

Lee Kantor: You want to use AI to get insights and patterns about the people who matter most to you. This is a way you can tailor messaging and solutions to their needs. Let AI handle the heavy lifting, but you always want to bring your kind of special secret sauce.

Lee Kantor: And don’t just cut and paste what it’s saying. You want to use it for your benefit to help you differentiate yourself so you can be smarter and faster.

Lee Kantor: So bottom line, today AI is here to help you work smarter. You’d better be experimenting with it. You want to use it wisely, and you’re going to see that you’re going to be able to get more done in less time.

Building an Entrepreneurial Community: Jacqueline Jensen and ENRG

October 8, 2025 by angishields

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Brought to you by Diesel David and Main Street Warriors

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This episode of Cherokee Business Radio features Jacqueline Jensen, a professional EOS implementer and passionate advocate for entrepreneurs, discussing the growth and impact of ENRG Atlanta—a nonprofit program supporting business owners through community, mentoring, and practical tools. Jacqueline and Joshua explore the roots of entrepreneurial loneliness, the unique format of ENRG meetings, and the power of collaboration among local business leaders to tackle real-world business challenges together.

Jacqueline-JensenGrowing up in an entrepreneurial household, Jacqueline Jensen quickly learned that leadership comes with pressure, high expectations, and the need to step up before you feel ready. Those experiences taught her resilience, the value of guiding others with care, and the impact of servant leadership.

As a Professional EOS Implementer, she helps family and service-based business leaders gain clarity, create traction, and build healthy, aligned teams. She is passionate about helping leadership teams create organizations where culture, vision, and results thrive together.

Jacqueline recently launched ENRG, the Entrepreneur Resource Network Group, in the Atlanta area. ENRG is a space for entrepreneurs committed to growth…think: masterminding, accountability, and networking. Through ENRG, leaders share ideas, gain insights, and support each other in moving the needle for their businesses while building meaningful connections in their community.

Whether working one-on-one with leadership teams or bringing entrepreneurs together through ENRG, Jacqueline’s goal is the same: to help leaders gain clarity, align their teams, and achieve their business goals, so they can focus on the impact they want to make in their organizations and beyond.

Links:

  • ENRG: www.enrg.life
  • ENRG LinkedIn: https://www.linkedin.com/company/enrg-entrepreneurial-networking-resource-group/
  • Jacqueline LinkedIn: https://www.linkedin.com/in/ja-bizcoach/
  • Jacqueline’s email: jacqueline.jensen@eosworldwide.com
  • Jacqueline Website: https://www.eosworldwide.com/jacqueline-jensen

Episode Highlights

  • ENRG Atlanta offers a monthly, in-person gathering for entrepreneurs to share real experiences, tackle obstacles, and learn actionable business tools, not just theoretical advice.
  • The program is built on EOS (Entrepreneurial Operating System) and includes resources like the Vision Traction Organizer, helping business owners clarify vision and priorities for their organizations.
  • ENRG Atlanta launched its chapter in September, welcoming everything from solopreneurs to seven-figure business owners, and promotes vulnerability, connection, and mutual support among participants.
  • Meetings feature a mix of personal check-ins, tool instruction, and collaborative issue solving, with topics drawn from the actual challenges entrepreneurs face in their businesses.
  • Participation in ENRG is free, supported by sponsors and designed to foster a culture of help-first, abundance-minded collaboration rather than competition.
  • The core values of ENRG—giving first, growth-mindedness, community building, and abundance—are emphasized throughout the conversation, with a focus on lifting entrepreneurs and sharing the journey of mastery together.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studios in Woodstock, Georgia. It’s time for Cherokee Business Radio. Now, here’s your host.

Joshua Kornitsky: Welcome back to Cherokee Business Radio. I’m your host, Joshua Kornitsky, and we are so happy to have everybody here today to give us a listen. Um, before we get started, I wanted to mention that today’s episode is brought to you in part by the Community Partner program, the Business RadioX Main Street Warriors. Defending capitalism, promoting small business, and supporting our local community. For more information, go to Mainstreet Warriors and a special note of thanks to our title sponsor for the Cherokee Chapter of the Main Street Warriors, Diesel David, Inc. Please go check them out at diesel.david.com.

Joshua Kornitsky: My guest today is Jacqueline Jensen. Jacqueline is a business leader, a professional EOS implementer and a passionate supporter of entrepreneurs. She joins us today to talk about an initiative that she’s helping bring to life in the Atlanta area, one that’s all about creating meaningful support for business owners who really often feel like they’re going it alone. Welcome, Jackie. It’s so nice to have you.

Jacqueline Jensen: Wonderful. Thank you so much, Joshua. Thanks for having me.

Joshua Kornitsky: Tell me, what led you to launch this program? And what is this program about?

Jacqueline Jensen: Yeah. So I became aware of an organization, our nonprofit called ENRG. So it is spelled e n r g. I came about that organization, um, maybe about six months ago. Uh, and I just loved everything they were about. So energy e n r g stands for entrepreneurs entrepreneurial network resource group. Okay. And another, another little acronym for it is. Um, so it is aligned with iOS, which is the entrepreneurial operating system, and iOS, um, in energy aligned as well as brought in the entrepreneurial leap. So Leap Academy is also brought into it. So the other acronym that stands for is companies that are exploring iOS new to iOS, running on iOS and growing on us. So it is.

Joshua Kornitsky: No, I just wanted to pause and maybe I jumped the gun. Help us understand what all of these do.

Jacqueline Jensen: Yeah. Um, so iOS, um, is a business operating system that helps entrepreneurs and their leadership teams organize all the moving parts of their business. Okay. Um, and so it takes kind of entrepreneurs tend to have about 136 36 issues at best. Running around in their head at any given time. So it helps streamline and simplify those issues into six buckets. Um, entrepreneurial leap is on the front side of the entrepreneurial journey, so it helps people in individuals determine whether they are a right fit for an entrepreneurial type career. Okay. Um, and for those who may have taken the leap to become an entrepreneur, um, and maybe in the early stages of that. So when we talk about early stage entrepreneurs, it’s individuals with typically less than ten employees.

Joshua Kornitsky: Okay. So so it sounds like leap is sort of the beginning. Uh, EOS is sort of more mature for for an entrepreneur whose organizations already kind of up and running. So is that where the energy program or energy, um, platform fits in?

Jacqueline Jensen: Yeah, exactly. So it helps energy helps support both early stage entrepreneurs. And those entrepreneurs are integrators. So kind of second in charge for an entrepreneurial company, uh, find a place where they can connect. So, uh, what energy likes to say. And part of their core focus is the community for the entrepreneurial path to mastery. So how can energy create this community? You mentioned in kind of the intro, the entrepreneurs, um, tend to feel a little lonely, or maybe they don’t have a place to go celebrate their successes, or they don’t have a place where they can feel vulnerable enough to express their challenges or fears. And so energy is about creating this space, this community, for those entrepreneurs to continue gaining the tools they need as they work towards mastery in their in their business.

Joshua Kornitsky: So now you have been an entrepreneur in your life, correct?

Jacqueline Jensen: I’ve been a family business leader. Um.

Joshua Kornitsky: And but in within an entrepreneurial organization. And the reason that I asked that is, is I want to talk a little bit about this going it alone, this entrepreneurial loneliness. Right. Can from your experience, what does that look like or what did that feel like? And what are you what are you looking to solve?

Jacqueline Jensen: Yeah, absolutely. Um, so for me, it felt like in my in my early 20s, I, um, began working in my family’s business and was regularly, regularly placed into leadership positions, uh, that I just didn’t feel qualified for. Experienced enough for. I certainly didn’t have the, the knowledge, um, to execute those seats well, but the pressure of leading well was certainly there. And so oftentimes I didn’t feel like I had a place to turn. So for me, I turned a lot to books and podcasts and anywhere where I could gather, uh, information and knowledge and wisdom from those who had experienced something similar, um, before me. And but that takes a lot of time, and it’s still not a real connection. Um, so energy gives a place where these business owners that feel stuck in a certain part of their business can come together, learn new tools and skills to put into, you know, what I visualize as kind of being a tool belt around our waist. Right. Um, and then also in, in real life, connect with other entrepreneurs who have maybe gone through that same challenge in their business and can share from experience. So that’s one thing in energy. Um, in our meetings, we spend about 60 minutes discussing real challenges, um, in business owners lives. And we share from experience. We don’t share from ideas or thoughts or hearsay.

Joshua Kornitsky: Theoretical.

Jacqueline Jensen: Exactly.

Joshua Kornitsky: So so you said something I want to I want to just ask about you said in person. Now what is this in person you speak of? So seriously, you get people together in physical group.

Jacqueline Jensen: We do. We get people together physically once a month. So the Atlanta chapter meets on the third Friday of each month at 8 a.m. at Serendipity Labs in Alpharetta, near the North Point Mall.

Joshua Kornitsky: And we’ll have a link to that and the address when we publish. So don’t worry about looking that up while we’re talking.

Jacqueline Jensen: Perfect. Thank you. Um, so we come together for 90 minutes. It’s 8 to 930, uh, on Friday morning. And for the first, um, bit, we check in with each other. And that just helps us learn about the other entrepreneurs in the room. And then for about 20 minutes, we share a tool that the group seems to be struggling with. So, um, the first meeting we we launched last month in September, Remember um, and we talked about an issue solving track. So when you’re in your business with your employees, your team, um, oftentimes entrepreneurs are really good at bringing their team together and just discussing the heck out of an issue, but never really.

Joshua Kornitsky: Forever and.

Jacqueline Jensen: Ever solve. Yeah. Oh yeah. Right. We’ve all been in those meetings where you’ve spent entirely too long just discussing something, and then you leave and you’re like, what did we actually solve? Or what’s the next step?

Joshua Kornitsky: Sure.

Jacqueline Jensen: So in this first energy meeting, we talked about the issues solving track, which is a tool within the Entrepreneurial operating System toolbox. And then we went and we practiced that tool for the remainder of the meeting. So it’s about a 5 to 10 minute check in 20 minutes on a tool and then 60 minutes solving real challenges, obstacles, opportunities that the entrepreneurs in the room are having in their business.

Joshua Kornitsky: So they they bring their own issues to discuss.

Jacqueline Jensen: They do.

Joshua Kornitsky: So. So you’ve you’ve got a group of entrepreneurs that are in a room physically once a month. You’re you’re teaching them something they don’t know from an established methodology. And then you’re going through and helping them understand and resolve their issues. This must cost a fortune.

Jacqueline Jensen: Oh, that’s a wonderful question. And then, no, this is a nonprofit. Energy is a nonprofit supported by wonderful sponsors around the country who support entrepreneurs in their businesses. Um, but there is no cost to energy.

Joshua Kornitsky: So this is this is free.

Jacqueline Jensen: This is free.

Joshua Kornitsky: And it’s a national nonprofit. So that there’s no there’s no sale coming down the pike where someone’s going to be. Oh, hey, you know, first taste was free, but if you want to get all in. Really? So how’s the reception been? Uh, in the in the community. I know you’ve only just launched here, Tier. But but how are local businesses finding. Are they finding value?

Jacqueline Jensen: Yeah. Oh, that’s such a great question. I’m glad you asked this, Joshua. Um, so yes, we launched September 19th, so a couple weeks ago in Atlanta. Uh, we had 15 business owners or leadership team members in the room. Everything from solopreneurs up to seven figure business owners. Wow. And they brought some fantastic challenges in imperfections and obstacles in their business. And I was so impressed with their vulnerability. Um, and then how energized the group was to help each other, uh, with where, where these entrepreneurs were feeling stuck. And what was really neat to hear is a couple days after this energy meeting, a few of the folks in the room connected one on one. Um, so we had one business owner who expressed, um, some challenge with kind of niching down. You know, what we would call an iOS kind of determining target market. Okay. And there was another individual in the group who owns a marketing agency. And so the two of them connected had a one on one. The marketing agency business owner, um, gave a basically a free workshop, um, to the other entrepreneur in the room. And like, that’s the beauty of bringing entrepreneurs together, especially those that share the core values of energy. Which one of those is givers that we’re help first and also abundance minded. Um, so just how to, you know, collaboration over competition.

Joshua Kornitsky: So if I can ask sort of a hard question. Jacqueline, why are you doing this?

Jacqueline Jensen: Yeah.

Joshua Kornitsky: You personally?

Jacqueline Jensen: Yeah, personally. Uh, so my background comes from, you know, working in family business, which I shared in that family business was in hospitality. Okay. So I feel like I’ve. I’ve had this servant heart, um, and I love community and so doing what I do as an EOS implementer, a lot of what I do is a solopreneur to a degree. You know, I’m working out of my home. Um, I’m growing my practice here, but I don’t always have the opportunity to connect with others. So I love that idea of bringing community together, bringing entrepreneurs together. And then also just my history of kind of walking in their shoes. Right. And I’m currently walking in their shoes, right, of what it feels like to be an entrepreneur who can feel stuck and as if you don’t have the tools in your tool belt. And I just think that there is so much value and so much power in creating a space where entrepreneurs can come together and make connections, like the one that happened, um, in September, and help each other get unstuck and move forward. Right? Like entrepreneurship is a foundation of our country.

Joshua Kornitsky: Um, it really is.

Jacqueline Jensen: And, you know, it gives back. It creates space for, um, an opportunity for those we employ, and it helps us take care of our family.

Joshua Kornitsky: So let me ask you in, in, um, in in the one session a month that you’re hosting, uh, and again, we’ll share the location in Alpharetta when, when we post the, the podcast. Um, are you doing this all by yourself? How how many other folks are involved with you?

Jacqueline Jensen: Yeah. Um, and if you don’t mind, Joshua, I’ll take a second to just provide a little history of where energy started. Um, so energy started about four years ago in southern Alabama. Okay. And it was for integrators. So, again, kind of the folks that, um, are typically below the founder, um, and they’re the ones that are the glue to the organization. Right? They beat the drum, they keep everything held together. They keep everyone on track, uh, with the vision. And so for integrators, um, in southern Alabama. We’re running their businesses on iOS, and they would attend the annual iOS conference. And you go to a conference and you learn new skills, and you connect with others, and you’re aligned and you’re refocused and you’re re-energized, and then you go back home, the back into their community. And that energy kind of wanes. The focus goes, you know, tends to go astray a little bit. Um, and so they built this group, this energy group to hold themselves accountable. They said each month we want to get together, we want to recreate the energy from the iOS conference and hold each other accountable. So for a few years, they did on a monthly basis. They met.

Joshua Kornitsky: Just doing it themselves.

Jacqueline Jensen: Just doing it. The four of them, um, and adding other business owners and leaders along the way. But it was just that southern Alabama group for, for a couple years. And then word started to spread and a couple other chapters opened up. Um, and at the I believe at the beginning of this year, there were only four chapters in the United States. Um, in September there were 40. And they just announced that they are now working to launch 53, um, chapters. So this is growing tremendously around the US. Um, and even in Canada, I spoke to an implementer in Canada who is interested in launching a chapter in their area this week. And so really cool to see the growth. Um, and to go back to your question, Joshua, um, I don’t do this alone by any means. You know, we have great support from Energy National. Um, and I have partnered with an integrator here in the Atlanta area. So Ashley May, who’s with Logic Speak. Okay. They run on iOS for about five years. So she’s familiar with the tools. And.

Joshua Kornitsky: Um, and so that’s great because now you’ve got someone who’s also putting it in, who’s using it in daily life and can give context to the folks around the tools that you’re sharing.

Jacqueline Jensen: Yes. And that’s the value of what I shared earlier. And what you, um, accentuated was we’re not sharing from theory. We’re sharing from experience. So having Ashley in the room to run the meeting, to keep us on track and to make sure that we don’t go down rabbit holes, um, or have tangents. You know, she keeps us very focused. We work through the issues, we identify the root cause, we discuss it briefly, and we walk away with a solved and next steps for that issue. Um, and so yes, I’m doing this with Ashley, um, and, and the entrepreneurs that come. So we are so fortunate to have such a wonderful group in September.

Joshua Kornitsky: That’s great. And again, you’re, you’re you’re just shining more light onto the process. And this process of being able to provide real world experience over politely what somebody just thinks ought to be the answer. Um, so to understand, moving forward when you get together next, Will, will you still be introducing. Will you introduce a new tool every month?

Jacqueline Jensen: Yes, we’ll introduce a new tool each month. And the entrepreneurs in the room get to pitch where they’re having trouble. So we have a solid issues list started and we can’t wait to add more issues each month. Um, and from those issues, it generally starts to, um, you know, focus us on maybe what the entrepreneurs in the room, which will might benefit them the most. And so the October, uh, US tool that we’ll be teaching is going to be the Vision Traction organizer. Uh, so this is a two page document that provides a clear vision on where the company is going. And the group thought that that would be the best tool to focus on since most are starting to plan for 2026.

Joshua Kornitsky: Well, so let’s use this platform here to tell me a little bit about the Vision Traction organizer. So anybody that’s listening can understand what what you’re offering for the next session, which is scheduled for October 17th. Okay. Perfect. So we got great timing on this. Tell us a little bit about that. So if somebody wants to come and learn what are you going to share with them.

Jacqueline Jensen: Yeah. So Vision Traction Organizer is another tool in the toolbox. And this tool answers eight simple questions and clearly defines the vision for the company and kind of crystallizes the focus for everyone within that company. So would you like for me to run through.

Joshua Kornitsky: I was going to say in only eight questions. Yeah. If you know them I’d love to hear them.

Jacqueline Jensen: Yeah. So the eight questions. Um, so what are your core values? So core values define the culture within the organization. Uh, what’s your core focus. What’s your ten year target. So that’s your big goal, um, your marketing strategy. That kind of diving into that target market, as I alluded to earlier, what’s your three year picture. So how do you bring that ten year target, that big hairy audacious goal down to the ground a little bit more and create a picture around it. And then we bring it down even more to the one year plan. So can we simplify what needs to be accomplished this year to 3 to 7 items? Um, in order to move towards the three year picture. Then we bring it down even more and start to define what are the most important items we need to do this quarter so that we call those quarterly reports. And then last is the issues list. So what’s a long any long term issues. Any issues you’re not looking to discuss in the next 90 days. We place that on the issues list to make sure that we don’t forget about it.

Joshua Kornitsky: It sounds like it’s a fantastic both strategic and tactical or um, tactical approach to to sort of quantifying your business. So I think that’d be hugely valuable for anybody that wants to come and learn. And, and is there a minimum size for the organization to be part of energy?

Jacqueline Jensen: No. Um, like I mentioned, our September meeting, we had everything from solopreneurs up to seven figure business owners.

Joshua Kornitsky: Wow. This is really an incredible opportunity for a business to to to gain momentum and, uh, to, to be able to learn from existing, experienced organizations and teachers and coaches and integrators what works?

Jacqueline Jensen: Yes. Um, no. We and we welcome more. Um, I think one question I get a fair amount in um, in our first meeting was, well, how many folks are you going to have in these energy meetings? Right. At a certain point, maybe it’s too many. And so a chapter caps out between 20 and 24 members. So once we achieve that, then hopefully energy, um, someone else in the community wants to take on another chapter and energy will, um, cheer them on and facilitate another chapter in Atlanta launching.

Joshua Kornitsky: That’s fantastic. And, and, um, I know you said that you’ve only had one meeting so far and getting ready for the next one in October. Um, do you still have room for others to join?

Jacqueline Jensen: We do. We do. So we had about 15 in the September meeting.

Joshua Kornitsky: Definitely.

Jacqueline Jensen: Yep. So we’ll hopefully get it to that 20 to 24 number for 17. And then or I’m sorry for October um 17th and then um be able to move forward and keep our community together. That’s a big piece to um, you know, really building that community and a group of individuals who enjoy coming together on a monthly basis.

Joshua Kornitsky: So last question before I ask you how people will learn more. Um, what are you hoping this does for your community? What what do you want the impact of this to be?

Jacqueline Jensen: Oh, that’s a fantastic question. Um, I, I think it aligns with the energy core values. Right. I want a group of entrepreneurs to feel comfortable and safe coming into a room, connecting with each other. Um, and so the core values for energy are we’re givers, so help first. So having entrepreneurs that come into this.

Joshua Kornitsky: I love.

Jacqueline Jensen: That to support other entrepreneurs, um, growth. So we don’t welcome egos. Right. And then this idea of when you teach something. So when you’re sharing from experience you’re actually learning as well. And so this idea of being growth minded um, building community. So if we’re growing our business, we’re growing our communities. So that’s again another place that energy comes back into place. And then abundance minded. And I mentioned this earlier, earlier um collaboration over competition. So I am just hoping that energy creates this space for entrepreneurs to come together, feel supported, um, be able to share their wins and share their fears, um, and feel supported from the group, and take that back out in the community and give back to the community and let that continue evolving out.

Joshua Kornitsky: Jacqueline, I think you’re doing a really, really good thing for the community that we both share, right? I mean, all of us, everyone listening to this is part of this community. And and I think what you’re doing is going to make a real, tangible difference because it’s not trying to sell anything. It’s just trying to educate and elevate. And I think that’s fantastic. Thank you for sharing that with us. So how will people how can people learn more, understand, um, you know, when the event is all of that type of stuff, what’s the best way to to learn more?

Jacqueline Jensen: Yeah. So the best place to learn more is to go to the energy website, which is dot l I f o. And just going there. We’ll share more about energy national and what energy is all about. And then there’s a little tab up on the top called attended chapter. Click on that scroll to the bottom. Fill out a form. Very short form and I’ll be notified that you’re interested in coming to the October event, and I’ll be in touch with you from there. Otherwise, you can reach out to me directly at Jacqueline, at EOS worldwide, uh, or on LinkedIn. Jacqueline Jensen. Jensen.

Joshua Kornitsky: Wonderful. And again, we’ll share those links so that if people didn’t manage to write that down ahead of time, not a problem. We’ll have all of that available. Jacqueline, it’s it’s been an absolute pleasure having you here. Thank you for sharing the hard work you’re putting in to help others. I love that help first mentality. It really resonates with me. Um, thank you, I appreciate it. So, um, my guest today has been Jacqueline Jensen. She’s a business leader, a professional EOS implementer, and a really, really passionate supporter of entrepreneurs, as she shared with us, uh, all of Jacqueline’s information and information about energy will be available via our website when we go live with this, which will just be in a few short days. And then last again, I want to make sure that I tell everybody that today’s episode is brought to you in part by the Community Partner Program, the Business RadioX Main Street Warriors Defending Capitalism, promoting small business, and supporting our local community. For more information, go to Mainstreet Warriors. Org and a special note of thanks to our title sponsor for the Cherokee chapter of Main Street Warriors. Diesel. David. Ink. Go check them out at diesel. David. Comm. I’m your host, Joshua Kornitsky. Thank you for joining us here on Cherokee Business Radio. We’ll see you again next time.

 

Tagged With: ENRG

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