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WBE Feature – Women’s Health Awareness: Nourish the Brain Institute

May 2, 2024 by angishields

WBE-Feature-Womens-Health-Awareness-Nourish-The-Brain-Institute
Women in Motion
WBE Feature - Women's Health Awareness: Nourish the Brain Institute
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In this episode of Women in Motion, Lee Kantor talks with Gemi Bertran, founder of Nourish the Brain Institute. Gemi discusses the institute’s evolution from providing brain and behavior coaching to offering accredited programs for upskilling injured workers in California. She explains the role of a brain and behavior coach in addressing issues like depression, anxiety, PTSD, and the importance of lifestyle choices for brain health. Gemi also shares dietary tips for brain health and the effectiveness of their holistic approach.

Gemi-BertranGemi Bertran, PhD, is the visionary behind the Nourish the Brain Institute, championing integrated behavioral and neurological health training. With advanced degrees in cognitive sciences and a passion for holistic wellness, she has developed innovative programs addressing PTSD, TBI, and mental health challenges. Her work is crucial for First Responders and those experiencing trauma, providing tools for resilience and recovery.

As an esteemed author of “The Fabulous Brain” and a compelling public speaker, Gemi’s insights bridge scientific understanding and practical strategies for improving cognitive function and behavioral health. Her bilingual proficiency in English and Spanish expands her impact, reaching diverse communities. nourishthebraininstitutelogosquare

Under her leadership, the institute has launched impactful initiatives like the Veteran Outreach Program, emphasizing the importance of community support and preemptive mental health training. Gemi’s approach is grounded in the belief that education and understanding pave the way for healthier, more resilient individuals and societies.

Follow Nourish the Brain Institute on LinkedIn and Facebook.

Music Provided by M PATH MUSIC

Transcript-iconThis transcript is machine transcribed by Sonix

 

TRANSCRIPT

Intro: [00:00:07] Broadcasting live from the Business RadioX Studios, it’s time for Women In Motion. Brought to you by WBEC-West. Join forces. Succeed together. Now, here’s your host.

Lee Kantor: [00:00:27] Lee Kantor here. Another episode of Women In Motion, and this is going to be a good one. But before we get started, it’s important to recognize our sponsor, WBEC-West. Without them, we couldn’t be sharing these important stories. Today on the show we have Gemi Bertran with Nourish the Brain Institute. Welcome.

Gemi Bertran: [00:00:47] Thank you. Thank you for having me.

Lee Kantor: [00:00:50] I am so excited to learn what you’re up to. Tell us about Nourish the Brain Institute. How are you serving folks?

Gemi Bertran: [00:00:58] Nourish the Brain Institute started with the idea of a very specialized brain and behavior coaching, and then it morphed towards a school, and now we are providing training. We are an accredited school. Our programs are in the ETPL list. That means that we work with the State of California through injured workers to provide them upskilling or reskilling their careers. Also, we have a GSA contract. We are federal contractors. And we are in the midst of working with a medical organization for brain mapping that is going to make our work much easier. So, this is what basically we have going on right now.

Lee Kantor: [00:01:51] So, for the people who aren’t familiar, do you mind sharing a little bit about a brain and behavior coach, like what do you do and what is the problem I’m having where I would need a brain and behavior coach.

Gemi Bertran: [00:02:02] So, brain and behavior coach is designed and stemmed from my brain issue that I had many years ago. I was working overseas, I was an independent auditor for nonprofits, and my brain broke due to a stress. And when I say my brain broke, it didn’t break physically, but the stress caused for my body to stop functioning the way that it used to.

Gemi Bertran: [00:02:29] So, the doctors didn’t know what was going on, so I started doing research, and I learned the things that work and don’t work for the brain. Because anything that we do, we think, and we eat changes the chemistry in our brain and that facilitates difficulties, neuroplasticity, which is the capacity for our brain to recover from almost anything and everything. So, I became very, very knowledgeable since I am a researcher, very knowledgeable with the type of foods and superfoods and the things that create homeostasis in our brain chemistry and that enhances recovery and the processes of healing.

Gemi Bertran: [00:03:16] So, our coaches, our graduates help people to address those behaviors that can cause a problem on their health. It can be anything related with depression and anxiety. Actually, I’ve been training and working with special forces officers for years through multiple organizations and also police officer survivors through Wounded Blue, and we coach them and we help them to readdress anything that is related with PTSD or TBI, trauma, and also regular health issues such as type 2 diabetes or anything related with immunodeficiencies. So, our coaches help people to readdress whatever is not working in their overall health and can be improved through improving brain health.

Lee Kantor: [00:04:18] So, how does an individual know if I should contact a brain and behavior coach or a therapist?

Gemi Bertran: [00:04:29] It’s interesting. This is a really, really good question. Often what happens is people that comes and finds a brain and behavior coach is because therapy hasn’t worked. We can go so far with therapy, but there is one thing that we do all the time – not all the time, but we do at least two or three times a day, which is eating. And those habits are creating the perfect environment for our brain to address whatever therapy addresses or it can create interferences in whatever therapy addresses too. We can go to therapy once a week, but we eat three times a day. And if we go to therapy once a week and the rest of the time we are not taking care of our own health, therapy is pointless, often.

Lee Kantor: [00:05:35] Now, can you share for the listeners some maybe low hanging fruit in terms of what they can be consuming, I guess food and drink wise, that can help create that healthier brain environment.

Gemi Bertran: [00:05:51] So, I mean like the basics, but there is things that people doesn’t think that are detrimental for their health. One of the things that causes the most problems and more difficulties on the brain chemistry to go back to homeostasis is stress. We don’t eat anything that causes stress, but we have a lot of behaviors that create the stress in our life.

Gemi Bertran: [00:06:24] Like just getting stuck in traffic is stressful, right? So, what we want to do is to create and have the brain to go back to health. It means that stress is not going to go away because you will be in traffic again tomorrow. But if you can eat things that will calm down your brain and have your brain more resilient, that will aid to stress be less damaging.

Gemi Bertran: [00:07:01] I’m going to give you a few things that are creating that more perfect environment for the brain. Good fats are extremely important because our brain, for the most part, is fat. And when I say fats, I mean plant-based such as coconut oil, olive oil, always cold pressed and organic, avocado oil, fish oil, especially salmon or cod liver oil. Those help the brain to be more flexible. Then, lean proteins such as good quality fish, good quality chicken, always organic. Also, plant-based protein, if you are vegan or vegetarian. Those things help a lot.

Gemi Bertran: [00:07:55] But the one thing that enhances all the benefits of that are the superfoods, like microalgae such as chlorella or spirulina, because those enhance oxygen and then that creates more oxygenation on the blood supply, not only on the brain, throughout the body. It means that there is more cell regeneration. It helps to enhance brain oxygenation so we don’t feel so tired, we don’t have low energy. Your energy levels go up. We have mushrooms such as lion’s mane, cordyceps, chaga that help brain health. Again, maca, which helps to balance brain hormones. There’s all kinds of things.

Lee Kantor: [00:08:49] Now, if somebody is working with you, how quickly do they see a positive response? Is this something that takes a long, long time in order to see the benefits? Or is it something that if you changed certain foods or start eating more of the right foods that you get a benefit pretty quickly?

Gemi Bertran: [00:09:07] So, the problem often is not to eat the right foods. Often it’s the wrong things that we do or the wrong foods that we eat. We can eat good foods most of the time, but then – I don’t know – drinking too much alcohol to cope with the stress. So, that’s when a brain and behavioral coach is so helpful because it addresses everything holistically. So, it just kind of helps you to balance the things that we do right and the things that we do wrong.

Gemi Bertran: [00:09:43] Often it doesn’t take much. I mean, we had clients with all kinds of issues, like really, really bad trauma, many, many brain injuries, and often it takes a couple of weeks, a month to start feeling very different. In extreme cases, like there is a lot of depression or anxiety, it might take a little bit longer. I always say, if you do what I’m telling you to do, you will be healed, feel so much better no longer than six months. I mean, you will be able to take control of your own health —

Lee Kantor: [00:10:39] Now, you mentioned that the genesis of this concept was kind of personal. When did you start kind of realizing, hey, I think I’m on to something. Like, what were some of the clues that you had early on that said, you know what, I think I’m going in the right direction.

Gemi Bertran: [00:10:58] Well, I mean, the first clue was when I did heal myself from that. All of a sudden, my body is not functioning – I mean, I couldn’t move. I was laying in bed, and one morning I woke up, I knew I wasn’t dead because I had thoughts, but my body was not responding. I couldn’t lift up my leg. I couldn’t do the things that I usually do.

Lee Kantor: [00:11:29] But then something changed?

Gemi Bertran: [00:11:32] Yes. So, what happened is, later on, I worked as a business director in a behavioral health facility, and I realized how much medicine is provided to people with brain and behavioral issues instead of addressing the basics, which is the things that we do the most, like exercise, relationships, meditation, eating habits, education about what are the foods that are going to help to support where you want to be instead of supporting the things that you know that are detrimental for your own good.

Lee Kantor: [00:12:17] And then, at what point did you start kind of certifying people and getting people interested in becoming coaches?

Gemi Bertran: [00:12:26] So, that happened around a year ago when we created the course, and then you have to go through the whole process of the BPP, and that takes very, very long time and it’s costly and very demanding. And then, we got into the ETPL, which speeds things up really quickly. So, yes, about that time.

Lee Kantor: [00:12:54] And then, who is a good candidate to become a brain and behavior coach? What are they currently doing now?

Gemi Bertran: [00:13:03] People take this type of education for many reasons, often for themselves. Some people got to a place – such as I was – and they decide if I am going to take any kind of education, I’m going to take care of myself, and this is what I’m going to do. But in many cases, it is people that is already related in a way or another within the mental and behavioral health already. We have people that are therapists, psychologists. We have some doctors and nurses. We have people that is already a drug and alcohol counselor. We have people that is in the fitness industry. We have all sorts of people that they are already on the well-being business. But anybody can take this course. Like, again, we have special forces operations officers that they are taking this course, police officers, because what we do is also create community within the groups and they get to have peer-to-peer support which is extremely, extremely helpful.

Lee Kantor: [00:14:29] Now, can we talk a little bit about the book The Fabulous Brain? How did that come about?

Gemi Bertran: [00:14:36] Well, that book came out of my own experience, what I had to go through, and just to give an example of what us, as human beings, individually can do for our own good, for our own health. Often we rely on other people, such as coaches or doctors or therapists or psychologists to take care of us. And often he says, as simple as addressing your own eating habits and the things that we do and we don’t do. And it’s fairly simple. It’s just sometimes we need help, sometimes we can do it ourselves. So, the book came out out of being able to help people to do it themselves if they want to.

Lee Kantor: [00:15:31] Now, can you talk a little bit about why it was important for you to become part of WBEC-West?

Gemi Bertran: [00:15:39] Well, I am always for women. Anything that we do, especially if we do it together, if we are able to support each other, it just makes everything way better. These organization, especially, I really enjoy because, for once, it gives you that special and better place within the federal contracting world. Like I am WOSB business, so we always have set asides, that’s one thing.

Gemi Bertran: [00:16:21] But the other thing is, through newsletter, you are always on top of whatever it is for women in business that is trendy or is important or you have grants. Or whatever they are, they have on their reach, they put it in front of you. Which in other ways, like if I wasn’t, I will never find out because you don’t have time to go through, to research things on your daily basis. It’s just super easy when you find it in your inbox from them.

Lee Kantor: [00:17:00] So, what do you need more of? How can we help you?

Gemi Bertran: [00:17:05] Well, I’m going to tell you a little bit about the reason why I created the program, because I think it’s my purpose in life. The program is originally designed to address and prevent suicide within the military and the police force. We all know that in the military, there is 21, 22 members that they are all retired, about to retire, and they attempt or commit suicide in a daily basis. Until the last year, the FBI start counting how many police officers commit suicide, which is from 300 to 500 percent more than the ones that die in the line of duty. The program is designed for them to take the course while they are taking training after recruitment.

Gemi Bertran: [00:18:08] The reason why I created the program is because, in 2004 when I was ready to pick up my daughter – I adopted my daughter from Haiti – I was ready to go to Haiti, and Haiti got into a coup d’etat, so I was forbid to go to the country. And I knew that they were most likely going to die because what was happening there politically or because hunger. And I flew to Dominican Republic and there was no flights to go to Haiti. What I did it was to find an Air Force guy, and thanks to them, they flew me to Haiti. And thanks to that, I could rescue my daughter from the orphanage. And that was the reason I made the promise that I will do whatever I could if I had a chance. And because I did have the chance, I took action. So, that’s my goal.

Lee Kantor: [00:19:13] So, now you want to share this knowledge and this type of program with more and more of first responders and folks like that?

Gemi Bertran: [00:19:22] Yes. Yes. First responders is my main goal because they are the ones that defend our country and they get in trouble. And when they retire, they are not good for anybody else. So, it’s just really, really sad to think that that’s the only exit they can see in that moment.

Lee Kantor: [00:19:50] So, now, if somebody wants to learn more what is the website? What’s the best way to connect?

Gemi Bertran: [00:19:57] So, the website is ntbu.org or nourishthebraininstitute.com or nourishthebrain.com. All of them redirect to the same place. I always say ntbu.org because it’s the easiest one.

Lee Kantor: [00:20:13] Yeah. N-T-B-U-dot-O-R-G. Thank you so much for sharing your story today. You’re doing such important work and we appreciate you.

Gemi Bertran: [00:20:22] Thank you so much.

Lee Kantor: [00:20:23] All right. This is Lee Kantor. We’ll see you all next time on Women In Motion.

 

Tagged With: Nourish the Brain Institute

Breaking Down the Complexities of Insurance: A Conversation with Snellings Walters

May 2, 2024 by angishields

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Sandy Springs Business Radio
Breaking Down the Complexities of Insurance: A Conversation with Snellings Walters
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In this episode of Sandy Springs Business Radio, Lee Kantor discusses Snellings Walters Insurance Agency with team members Chip Renno, Kurt Seiler, and David Roos. They delve into the agency’s services, history, and client-focused approach. Chip highlights the agency’s independence and ability to offer a wide range of insurance options. Kurt talks about providing employee benefits to help companies attract talent while ensuring compliance with regulations. David focuses on educating small business owners about the importance of comprehensive coverage. The team emphasizes their commitment to personalized service and building long-term client relationships in a challenging insurance market.

Chip-Renno-2002Chip Renno specializes in the design and placement of the most favorable Property and Casualty Insurance and Risk Management programs achievable in the marketplace. Chip has worked diligently to be an advocate and professional advisor for his wide variety of commercial clients for over 30 years.

Chip received his undergraduate degree in Risk Management from Terry College of Business at the University of Georgia. He believes continuing education is essential in the Insurance Industry, so he continuously strives to learn and grow.

His passion for industry knowledge has led him to earning several sought-after professional designations including: CIC (CertifiedInsurance Counselor), CRM (Certified Risk Manager), ARM (Associate of RiskManagement), CPIA (Certified Professional Insurance Agent), and CWCP (Certified Workers’ Compensation Professional).

Outside of Snellings Walters, Chip and his wife Tammy enjoy spending time with their two sons. They also enjoy supporting their community via various charitable causes. Some of Chip’s hobbies include snowboarding, golfing, and wakeboarding.

David-RoosA Georgia native from the Atlanta area, David Roos began his college career at Rhodes College where he was a member of their baseball program. After two years at Rhodes, David decided to transfer to the University of Georgia where he graduated from the Terry College of Business with a degree in Risk Management and Insurance.

David’s interest in insurance began during his first internship at Snellings Walters in the summer of 2021 and then continued the internship program during the following summer.

David’s experience playing college athletics taught him valuable relationship and time management skills that drive his success. In his free time, David can be found spending time with friends and family, enjoying the outdoors, and cheering on his favorite sports teams, the Atlanta Braves and all UGA Athletics.

Kurt-Seiler-headshotKurt Seiler began his insurance career on the carrier side working for State Farm during his college days at Kennesaw State University. He learned through early formative experiences that insurance wasn’t just about a policy or a piece of paper that says you’re covered – it’s about having the client’s back and fulfilling promises.

His favorite career moment to this day is riding along with that State Farm agent as he hand-delivered a loss-of-use check to a homeowner whose house had just burned to the ground the night before. “Without that immediate assistance from our office, he might not have been able to get a roof over their head or a rental car for his family that week.

In that moment he realized money was not just a means of keeping score, but rather to accomplish the necessary utilities of life. What really has meaning is being there for your family, your clients, and your community when they need it the most.

Fastforwarding to now with almost a decade of experience on the independent agency side, those early lessons still have a strong hold on Kurt. He will never lose sight of what matters – protecting families and employees through the conduit of insurance.

Kurt grew up in Atlanta and still resides in the heart of the city today. An avid fan of competition and challenging puzzles, he is a participant in combat sports and competitive swimming.
In his downtime, he enjoys touring Georgia’s vineyards with his girlfriend and scooter surfing Atlanta’s “beltline.”

Follow Snellings Walters on LinkedIn, Facebook, X and Instagram.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: [00:00:07] Broadcasting live from the Business RadioX studios in Sandy Springs, Georgia. It’s time for Sandy Springs Business Radio. Now, here’s your host.

Lee Kantor: [00:00:24] Lee Kantor here, another episode of Sandy Springs Business Radio, and this is going to be a good one. Today we’re doing a special episode focusing in on Snellings Walters Insurance Agency. We have with us today a few folks from that agency, and we’re going to lead off with Chip Renno, one of the principals. Welcome, Chip.

Chip Renno: [00:00:45] Thank you, Lee, for having us.

Lee Kantor: [00:00:47] Well, I am so excited to learn what you are up to. Tell us a little bit about Snellings Walters. How are you serving folks?

Chip Renno: [00:00:54] We are privately owned insurance agency located here in Sandy Springs. I’ve been in business for over 70 years, started in 1952 by John Snellings, and we have about 85 employees and do insurance in a number of different areas commercial property and casualty insurance, employee benefits, personal lines, insurance, etc..

Lee Kantor: [00:01:24] So what was the genesis of the agency like? How did this come about?

Chip Renno: [00:01:29] So John Snelling started the agency as mainly a personal lines agency and a small business agency, and ran it with another partner, Nunley Walters, for probably about 20 years, and then eventually brought in their son, his son, Clay Snellings, who is still with the firm. Clay has been with the firm for about 35 years.

Lee Kantor: [00:01:54] And then, as it always been, based in Sandy Springs.

Chip Renno: [00:01:57] Always based in Sandy Springs.

Lee Kantor: [00:01:58] And what kind of what draws you to Sandy Springs? Why is that so important for you all to be based out of here?

Chip Renno: [00:02:05] Well, central Atlanta is a great place to be because we can we have clients all over metro Atlanta, and it’s very convenient for them and for us when we go to see the clients and when the clients come to see us.

Lee Kantor: [00:02:20] Now, is insurance still done kind of that face to face in person, or is that something that your agency strives to do?

Chip Renno: [00:02:26] We strive to see our clients in person. Uh, do as few zoom calls as I can, but we have obviously a lot of clients who prefer to do a zoom when things are busy, and it’s hard to get a lot of people together in the same place. And so we do. We do both.

Lee Kantor: [00:02:44] Now, when a business person is shopping for insurance, like, what are some of the do’s and don’ts in order to find the right agency for your firm?

Chip Renno: [00:02:54] They want to interview the multiple agents. And we always tell prospective clients, pick who you like best, who who you think is going to do the best job for you, somebody that you like and trust, and then let that person go to market for you, assuming that they represent a, you know, a tremendous amount of insurance companies like we do.

Lee Kantor: [00:03:16] And then that’s one of your niches is that you are independent, that you’re not representing one firm and kind of force fitting everybody into that one.

Chip Renno: [00:03:25] Correct? Correct. We represent about 60 different insurance companies directly, and then we have a lot of indirect representation as well.

Lee Kantor: [00:03:33] And that benefits the end user, because now they’re getting kind of the whole market to choose from rather than just being force fit into one solution.

Chip Renno: [00:03:41] That’s correct. So we represent all of the national insurance companies like the travelers and Hartfords of the world. And then we also represent about 95% of the regional insurance companies who do business primarily in the southeast.

Lee Kantor: [00:03:54] And then your insurance, at least. Um, in my personal, the insurance company is one thing and my insurance agent is another. How do you kind of help when something does go wrong? And I need to kind of lean on the insurance that I have been paying for. Like, how do you advocate for your clients?

Chip Renno: [00:04:13] Well, we we advocate both from a coverage standpoint, if we need to buy, you know, additional limits of umbrellas or we need to buy more property coverage, then we go with work with the underwriter on getting that negotiated. Um, and rates as well. Of course, we’re always negotiating rates, but.

Lee Kantor: [00:04:33] When something goes wrong is that do I call you or I’m calling that agent agency that I was that you helped us.

Chip Renno: [00:04:40] The insurance company know that typically you’re coming to us and then we’re advocating whether it’s a claim problem, a coverage problem, something like that. Then you’re coming directly to us and then we’re handling it where your.

Lee Kantor: [00:04:51] Advocate now is that kind of where the value comes in. Is that your secret sauce?

Chip Renno: [00:04:57] Absolutely. We are we dig into the details. We’re, um, very high on giving coverage, advice to clients, giving them options to look at. We have our own claims advocacy group, practice group that helps with specific claims, um, help. And, um, we have people that are doing specifically marketing for our accounts as well out to the insurance companies.

Lee Kantor: [00:05:23] Now, your firm, uh, has several focuses, right? I mean, you have a couple of folks here that are in charge, I guess, of each of those. Can you correct?

Chip Renno: [00:05:31] We have Kurt Seiler, who is in our employee benefits department and handles all sides of accounts. And we also have David Roos, who is with us, who works directly and indirectly with me on, um, the emerging market clients that are in this smaller space, um, typically those clients whose revenues are, you know, anywhere from zero up to a couple million dollars in revenue.

Lee Kantor: [00:05:59] All right. So let’s get into it with Kurt. Welcome, Kurt.

Kurt Seiler: [00:06:02] Thanks for having me, Lee.

Lee Kantor: [00:06:03] Well, uh, tell us about your specialty. How are you serving, folks?

Kurt Seiler: [00:06:07] Sure. So, uh, employee benefits is mainly designed for most companies to retain, retain and attract talent. But how we add value is to look out for compliance issues, to make sure that the government isn’t fining you or, uh, putting penalties on your company because you’re not doing something right. We all know about the Affordable Care Act, so that changed a lot of things. And the employee benefits and medical plan marketplace.

David Roos: [00:06:33] Um.

Kurt Seiler: [00:06:33] Uh, one of the common mistakes I see when I look at a company is say they have 100 or more enrolled, and they haven’t filed 5500 forms to report their benefit plans. Who’s in it, what the employees are getting for it, uh, how they’re covered. And those fines are pretty steep. Uh, the Department of Labor will find you $2,600 a day with no cap. The IRS can find you a few hundred dollars a day with $150,000 cap. So say you have a broker or agent who just hasn’t been paying attention to your health plan. They’ve just been giving you cookie cutter policies over the years and renewing you at increases. Uh, if they haven’t paid attention to the details and the compliance stuff, then your company could get, you know, serious penalty and fines and that’ll really affect your cash flow of your business. So what we do in employee benefits is keep an eye on that, provide you with coverage to keep your employees happy, help them get access to care. And also when claims come through on the back end, we make sure that they’re getting paid out correctly and promptly. So your doctor isn’t, you know, sending you bills in the mail over and over and maybe restricting your access to care.

Lee Kantor: [00:07:35] So, uh, is there a niche that you specialize in? Like, does a company have to be of a certain size to benefit from your service?

Kurt Seiler: [00:07:42] You know, that’s something we try to accommodate for because some of the larger firms like an Aon, you know, big publicly traded corporation, they don’t really pay attention to the to the small and medium sized business. Even a company with a few hundred employees to them is is not really a focus. We try to serve everybody, especially the people in our community, and we can at least give you advice if you’re a small company with five employees. But, uh, where we can help the most is probably companies between 25 to 300 employees. Mhm. Uh, that’s where we can get creative with the medical plans. We can put you in plans that give you an opportunity to earn profit back from your plan. Uh, for example, if you don’t have the amount of claims in a specific year that that they expect, you can actually get a surplus back, uh, from your medical insurance carrier. That’s something a lot of people don’t know about. You think you just pay premiums into the insurance marketplace and, uh, you know, it’s just sunk cost. But that’s not always the case. Uh, if you can get creative with the plan design, you can put in certain, uh, lost control, uh, tactics, like a pharmacy benefit manager. You can get them, you know, like I said, level funded, self-funded plans. Uh, you can also help them go to certain pharmacies where the cost of the prescriptions are lower. You can get them a better network of doctors and make sure that it’s they’re billing you the correct amount in comparison to the area’s claims. Uh, there’s a lot of things you can do to to bring value back into the business, and we can get most creative in that space.

Lee Kantor: [00:09:14] Now, are your clients, uh, is this the first time they’ve worked with an agency like yours, or are they moving to you from something? Or is this, uh, you know, are they leaving a competitor to come to you? Like, what’s kind of the the, uh, point of you getting involved with them?

Kurt Seiler: [00:09:32] Yeah, typically they’ve been on a plan with a with an agent or a broker for many years, and they just haven’t looked at it. They’re getting ten, 17% increases every year, and they’re just kind of paying the money and dealing with it. A lot of times those agents and brokers are lazy, uh, or they don’t care. We don’t really know sometimes. But when we look at it, it’s it’s like, why are your suggestions to just contribute less to your employees coverage? Uh, or make the plan worse, raise deductibles, lower coinsurance, and just put that cost back on your employees. And then they and then those companies will wonder why they have a problem retaining and attracting talent. Uh, what those companies really need is, is an agent who’s going to pay attention to the details and, and give, you know, care about their business enough to give them the ideas that will help them grow and, and take part in this.

Lee Kantor: [00:10:21] So is that one of the reasons that somebody should reach out to you is if their premiums just keep creeping higher, or the level of service is creeping lower, those are kind of symptoms of maybe you don’t have the optimal agent.

Kurt Seiler: [00:10:34] Exactly, exactly.

Lee Kantor: [00:10:35] Now, um, when you’re working with somebody, how does it like what’s the typical beginning? Like what does that look like. So they they’re frustrated with their certain situation. Then they come to you. What happens next? Like is there, uh, some way that you educate people, like what’s your kind of initial point of entry?

Kurt Seiler: [00:10:55] Sure. Uh, what we would typically do is do a review of their current plan and get a census of their employee population. That way we can figure out what market, what what doctor network and what area, uh, they should be covered in. And then you can find the right provider for them. For example, if someone is in northeast Georgia, um, you know, Northside Hospital is a is a great resource for doctors up there you don’t want to be with, like, a United Health care because they’re in a dispute with that hospital system. So that isn’t part of their network. So there are companies who are still with United up there, and then their employees go to the doctor and then they’re paying out of network, uh, prices on all of their, their claims, all of their medical care. And that’s just driving up the claim cost for the company. Then you’re going to get a high renewal every year. Uh, what you want to do is, is make sure that it’s tailored to the population of the company and the geographic area they’re located in.

Lee Kantor: [00:11:48] Now, is there a story you can share, maybe with one of your you don’t name the name of the client, but maybe the problem that they were having and how you were able to come in and maybe save them money or provide more services. Yeah.

Kurt Seiler: [00:12:00] And uh, yeah, definitely don’t want to name the client because this is actually an ongoing situation. But I mentioned this earlier. The 5500 forms, it’s required by the Department of Labor and the IRS. So so if you have over 100 or more enrolled on any one of the benefit plans. So, for example, most companies give out free life insurance to their employees. That’s pretty standard across any corporation or most jobs, right? You have more than 100 people who get that free life insurance coverage. You need to file a form. And it’s as simple as just filling out a one page document. Send it to the Department of Labor that shows who’s on the plan, what benefit they’re receiving, how much the company is paying for it, etc. if you don’t file that form, like I said, you can get fined $2,600 a day until you’re compliant. There are companies, and the company that I’m actually referring to is, uh, based in New York. They they haven’t filed in over. Five years, so we could be looking at a potential of millions of dollars of fines. I mean, that’ll cripple a company’s cash flow and operations, right? Or at least severely hurt it.

Lee Kantor: [00:13:03] So now the reason they wouldn’t have filed, they weren’t aware of it. Like what would be kind of the rationale their previous agency wasn’t kind of on top of the paperwork.

Kurt Seiler: [00:13:14] You hit the nail on the head that it’s all on the broker, the agent. That’s a simple form that we send out for the client. I mean, we’re doing the medical plans, right?

Lee Kantor: [00:13:23] So, you know, all the whatever they’re doing.

Kurt Seiler: [00:13:25] Exactly. We know we know what’s on that form because they’re paying us to know, right? They’re paying us to do it. Right. So it’s just as simple as filling it out and sending an email. And some of these agents, they don’t do it. They forget to do it. They don’t realize they have to do it. That company is self-insured or self-funded, which sounds like a very scary term, but all it means is that you put together a plan that pays for your claims. You purchase stop loss insurance, you purchase a doctor network and a pharmacy benefit manager, and it feels just like a fully insured health plan. It’s your employees wouldn’t notice a difference. You’re still going to have an ID card that says Aetna or Cigna or whoever, right? So when you’re self-funded, level funded, self-insured, you have to file those forms. If you’re fully insured, which means you just buy a cookie cutter plan with ACA Community ratings, which that means that you’re paying for your zip code, right? Everyone in that zip code has a certain claims rating you’re paying for, for the health of that area that you’re based in. When you’re self-funded or level funded, you’re just paying for the rating of your company’s population. So if you have a healthy company, uh, younger folks on the plan, you’re going to pay a lot less in premium, sometimes even half.

Lee Kantor: [00:14:40] Uh, but that’s part of the value you add. You kind of can assess what is the best solution for them, and then you can, uh, kind of make your recommendations based on what you see for them specifically, not just kind of generally.

Kurt Seiler: [00:14:54] Exactly. You want it. You want to get it as customizable as possible for the business and the population. They’re fully insured. Might be better for a company with a lot of older folks or a lot of sick folks. Right. But level funded, self-funded, you can get a surplus back and you’re paying a much lower rating for your actual company.

Lee Kantor: [00:15:11] Now, this level of service, um, does it are you meeting with your clients on a regular basis to see if there’s any changes or any, uh, new desires or needs from them? Like, how does that kind of once you once you’re working with a client, how often are you kind of communicating with them to understand how their business is changing and how you might better best serve them?

Kurt Seiler: [00:15:33] So the agent usually checks in 2 or 3 times a year at least, unless there’s an issue that comes up or they want to change something. But the we’re just the point of contact, right? We set it up, we check in, we always make sure renewal goes well. There’s a whole team behind us of hard working folks at Snellings that actually have a compliance calendar, where they’re checking in every few months on the company, making sure they’re compliant, making sure the health plan is running well, making sure that employees aren’t complaining about claims not being paid. So that’s a tough question to answer it, uh, I would say at least 2 to 3 times a year for the agent, maybe six or more times a year for the service team.

Lee Kantor: [00:16:13] Right. But one of your points of differentiation is this level of service. Because sometimes if you get one of these mega firms, um, you know, you’re just a line on a spreadsheet and you might be forgotten in the mix. It’s easy to kind of just be a number and not kind of have a this type of relationship where someone’s watching your back.

Kurt Seiler: [00:16:32] Absolutely. That’s a great point. Uh, those mega firms, it’s just it’s so impersonal. It’s just a number on the spreadsheet. You’re just a number to them. Uh, whereas to a firm like us, we’re privately held. Uh, our culture is everything. We’re not just about writing sales, right? We’re not just about growing numbers. We’re actually about growing personally. And the clients feel that, like we actually care about their business and who they are as a person, too. And we make sure a company aligns with us and our values. We don’t just work with anybody. I mean, we’ve got to be on the same page so that we can have that healthy working relationship.

Lee Kantor: [00:17:07] Now, David Roos, um, can you share a little bit about your role and how you’re serving the emerging markets?

David Roos: [00:17:14] Sure. Uh, Lee, thank you for having us. Um, so I’m in the small commercial space, typically working on accounts that pay $50,000 in premium and below. Um, so I’m actually not going out and seeking new business. Uh, most of the referrals that come in go to middle market and then come to me if it doesn’t fit their book, um, as well as current client referrals coming over. If someone’s starting a new business, um, well, where we add value is really just having a conversation and understanding what is their pain. Because if someone’s coming to us looking for a cheaper price, we may be able to get them a cheaper premium that first year or second year even. But the state of the market with it being so hard, um.

David Roos: [00:18:03] You know, we typically tell them we try to get you the best coverage for the best price, but you’re buying insurance for it to pay out in the event of a claim. And most of these new business, new business owners or new ventures, or if they’re starting a new company, don’t want to affect their cash flow as much. So they typically will go to a direct rider and get something that will satisfy their insurance requirements. Um, however, if there were to be a claim, um, you know, it’s unsure if that will be paid out. Um, so we typically try to get them the best coverage for the best price, but also making sure they understand what they’re buying. Um, because nobody wants to just, you know, put a big sum of money out there and not really understand what they’re buying. Um, so we try to do it educationally, but also, um, kind of change their process because these smaller businesses typically typically tend to be a little bit more transactional and not looking for a relationship at that point just because they’re trying to get their business started and hit the ground running.

Lee Kantor: [00:19:05] But one of the challenges in that that it might be transactional at the beginning, but a lot of those small businesses turned into midsize or large businesses down the road. So you you don’t know which one is going to be kind of the golden ticket, right? Like you don’t know which one is the one that’s going to make it and that you’ll be able to serve them. And it may be a deeper level later. So how do you kind of, um. Create that value on an ongoing basis so that you do stay in front of them so that you do kind of serve them in the way they need to be served, even though they don’t maybe have the resources of some of the larger firms.

David Roos: [00:19:39] Yeah, and I think that’s what separates Snellings. Um, there are a lot of agencies that say they have a small business unit. Um, but it’s kind of a catch all for those agencies, or it’s a dumping ground where, hey, they don’t want to put this book, this business on their individual books, so they’re going to send it to the small business unit. Um, it’s snellings there’s a large interaction between middle market and small market. I go into Chip’s office just about every day, talk to him about, hey, what what are the exposures here? What am I not seeing? Um, and so I think if you come to Snellings, especially with our small business unit, if you were to graduate and outgrow us, um, the middle market team, you know, we can transition an account from small business to middle market and can’t really outgrow our agency.

Lee Kantor: [00:20:27] So now, when you’re talking to the small business owner, um, what are those conversations looking like? What are their kind of chief concerns? Usually?

David Roos: [00:20:36] Typically they just want to get paid. So they’re trying to get a certificate of insurance that meets the insurance requirements that they’re having, uh, that they’re required. But. We, um. Sorry. I just lost my train of thought. Um, are you.

Lee Kantor: [00:20:52] Working with them to help create a benefits plan and, uh, for their employees? Or is it sometimes just them as individuals?

David Roos: [00:21:00] Um, I’m on the property and casualty side, so general liability property insurance, auto liability umbrella. Um, from a benefits side, that would be more on Kurt’s team. Um.

Lee Kantor: [00:21:11] So, Kurt, you’re working with small businesses also of that, you know, kind of these micro businesses or.

Kurt Seiler: [00:21:17] Yes. So when like I said, when there are about 5 to 10 employees, it’s there’s less you can do as far as getting creative with the health plan.

Lee Kantor: [00:21:25] Right. Because there’s just less choices. Right. Because there’s less money that they’re spending on premiums. Right.

Kurt Seiler: [00:21:30] And then another thing is it’s basically volunteer voluntary on the company’s behalf. They are just offering benefits to retain and attract talent. The IRS rules don’t kick in until you have about 50 employees. That’s when you’re required to provide benefits. So a lot of times with the smaller market, uh, smaller businesses, they like to reimburse their employees while they’re out getting their own coverage, which is actually not allowed. It’s not legal under ACA rules. Uh, and not to mention, when they kick out those reimbursements to the employees, they’re paying FICA payroll taxes on that reimbursement, whereas you could set up, um, an ICRA, which is an individual coverage health reimbursement arrangement, and then you identify who in your company is on that, and then you you don’t have to pay FICA taxes. You’re able to reimburse them legally, right?

Lee Kantor: [00:22:20] So the business owner doesn’t understand all the this minutia of this. This is what you live every day, right? You understand the ins and outs of it. And I think that’s where it’s important for business people to understand that it’s better sometimes to hire professional, that this is all they think about. 24 seven you’re trying to run your business. You don’t know all the ins and outs of the rules.

Kurt Seiler: [00:22:42] Exactly. Like if you if you had a problem with the the wiring in your building, you would hire an electrician, right? Someone who specialized in who’s licensed and who has experience doing this. We look at it the same way, right? We specialize in this and we have your back. We’ll make sure you get the solutions your business needs.

Lee Kantor: [00:22:59] And then this is something that is more complex than just, oh, I just buy this premium and then I’m done. Right. Like this is a it’s a moving target to in order to help your employees and your company kind of thrive when it comes to insurance.

Kurt Seiler: [00:23:14] Exactly.

Lee Kantor: [00:23:16] So, Chip. Um. What is kind of the future? What kind of trends are you seeing in the marketplace?

Speaker6: [00:23:23] Um.

Chip Renno: [00:23:24] Uh, the marketplace by and large, right now is is very difficult. Um, the most difficult that I’ve seen it probably in the last 30 years. So a lot of reasons for that. Um, the property insurance market is, is very difficult due to inflation. All the weather related events. Um, values of buildings, you know, it costing a lot to rebuild something. Um, there’s a lot of reasons for that. As you you may have seen all the tornadoes in Nebraska this weekend. You know, the, the crazy weather events are really, um, hampering the insurance companies ability to make money. So, um, on the property side, that’s what’s going on there. Um, in Georgia, specifically, the auto, um, liability arena is very difficult because of the nuclear verdicts. Georgia, unfortunately, is the number one worst state in the country for nuclear verdicts.

Lee Kantor: [00:24:32] What is a nuclear verdict?

Chip Renno: [00:24:34] That’s a verdict where, um, someone has gone to court and it’s an auto liability claim. And, uh, the jury awards an amount that’s substantially above what should be reasonably paid. So as a result of that, a lot of the insurance companies have continued to raise rates so that they can break even. And, um, that’s been going on for about the past three years steadily. And insurance companies are being extremely selective on the auto accounts they write. And then that flows into the liability umbrellas, um, because it goes right on top of the auto coverages. So, um, that’s what we’ve been dealing with. And uh, Georgia and I think most states are dealing with that with the same kind of issues. So, uh, plaintiff’s attorneys are taking quite advantage of that. And, um, they’re getting the insurance companies to settle claims way above, typically where they should be.

Lee Kantor: [00:25:38] Now, um. When it comes to issues like you mentioned, climate issues, is that something that you’re seeing as a reality in the marketplace, like in some states now? Aren’t insurance companies just kind of walking away like we’re not going to insure absolutely. This type of, uh, of a situation anymore because of what’s happening.

Chip Renno: [00:26:01] Absolutely. Lots of insurance companies have completely walked away. Um, California is a very difficult state for property. Texas is also a very difficult state for property. Um, anything that’s along or near the coast is very difficult to insure.

Lee Kantor: [00:26:16] So when that happens, what does an individual do? They just are rolling the dice. Like if something happens, it’s everything’s out of pocket.

Chip Renno: [00:26:24] Well, typically, uh, they’re required to have insurance. Obviously if they have a loan on their, their property. So they’re having to buy, you know, um, coverage with large deductibles, um, much larger than they have in the past just to bring the premium to some sort of relatively, you know, um, affordable, uh, amount.

Lee Kantor: [00:26:46] So that’s that’s really the only course of.

Chip Renno: [00:26:49] Action that’s really it shopping it have making sure they have an agent that shops it you know, um amongst all the carriers that will consider an account that’s um difficult to place.

Lee Kantor: [00:26:58] Or they have to just buy the property outright so they don’t kind of need insurance.

Chip Renno: [00:27:02] Well, they can they can do that if you’re, you can self-insure if you’re, you know, if you own it and don’t have a loan on it. Mhm.

Lee Kantor: [00:27:09] So it sounds like it’s, it’s becoming more and more difficult like if not impossible in some places. Yeah.

Chip Renno: [00:27:14] It’s it’s definitely difficult. And the coastal issues are, are, are quite uh extreme.

Lee Kantor: [00:27:22] So what are the kind of the ramifications of that if that continues and expands.

Chip Renno: [00:27:27] Um. Uh, that’s a good question. Um, I mean, I think the, the states, you know, like Florida has always had a hurricane, you know, option. Um, where, uh, they’ve got an emergency fund set up. And I think more and more of the states are having to do look at this, the same sort of thing.

Lee Kantor: [00:27:48] So then the state will have to step in.

Speaker6: [00:27:50] Correct.

Lee Kantor: [00:27:52] And then for your firm, what do you need more of and how can we help you?

Chip Renno: [00:27:57] Uh, what do we need more of? Well, we’re always looking to bring in new clients that look for long term relationships. Whether that’s on the personal side, the business side, property casualty, employee benefits. Um, we look for, for those long term relationships and, um, uh, and, and we want to work with companies that appreciate, uh, professionals, uh, and the advice we give. So that’s what we’re, we’re primarily looking for.

Lee Kantor: [00:28:25] What about talent? Are you hiring right now?

Chip Renno: [00:28:27] Always hiring. Um. We’ve grown. We’ve probably grown 30% in the last, uh, 2 to 3 years. And our targets are to continue to grow at, at a at a very hefty clip clip. So we’re always looking for, um, people that are accountable and engaged, um, and want to, um, have a better place to work.

Lee Kantor: [00:28:50] Now, are they typically, like, coming right out of college or are you getting more veteran?

Chip Renno: [00:28:56] Um, some of both. Um, we bring the people out of college, like Mr. Royce here, who recently graduated from the University of Georgia with a risk management degree. And, uh, and then we bring in a lot of, um, uh, service, uh, support staff that are, uh, very experienced, um, and are looking to make a change to a better firm.

Lee Kantor: [00:29:19] And if somebody wants to learn more, have a more substantive conversation with you or somebody on the team. What is the website coordinates?

Chip Renno: [00:29:26] Uh snellings. Walters.com. And then, um, easy to find us on LinkedIn as well.

Lee Kantor: [00:29:32] Good stuff. Well, thank you all for sharing your story today. You’re doing important work and we appreciate you.

Chip Renno: [00:29:37] Thank you. Thank you, Lee, very much.

Lee Kantor: [00:29:39] All right. This Lee Kantor we’ll see y’all next time on Sandy Springs Business Radio.

 

Tagged With: Snellings Walters Insurance Agency

BRX Pro Tip: What’s in Your Tech Stack?

May 2, 2024 by angishields

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BRX Pro Tip: What's in Your Tech Stack?
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BRX Pro Tip: What’s in Your Tech Stack?

Stone Payton: [00:00:00] Welcome back to Business RadioX Pro Tips. Lee Kantor and Stone Payton here with you. Lee, I don’t know that this was a question people asked 20, maybe even 10 years ago, but it’s an important question for any firm I would think these days, certainly professional services firms, and that’s what’s in your tech stack.

Lee Kantor: [00:00:22] Your tech stack is growing and growing, and it’s one of those things that you have to keep an eye on, and you have to audit those kind of subscriptions at least once a year, because the tech stack kind of just takes on a life of its own. I just saw recently that most businesses have over 20 vendors in their tech stack. And if you have 20 vendors in your tech stack, I guarantee you there’s some duplication that some of those have services that kind of spill over to other service providers, vendors in that area.

Lee Kantor: [00:00:58] So, you have to kind of get a handle on how many are you actually using. Do you even know? Can you get rid of some of them? Are there better answers nowadays for some of them? These are things that you may not even understand how they’re all playing together. There might be a security risk to your company because they all might not be playing nicely together. They could be sabotaging your website because you’re using them incorrectly.

Lee Kantor: [00:01:25] So, really go through your tech stack and decide what you should keep and what you can get rid of. And if you do this in your business, bonus tip is do that same audit with your personal life. You know, how many subscriptions do you have in your personal life? Do you really need Spotify and SiriusXM? You know, you can get rid of a bunch of subscriptions in your personal life, too, if you do this same exercise.

BRX Pro Tip: 3 is the Magic Number for Offers Pricing

May 1, 2024 by angishields

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Stone Payton: [00:00:00] And we are back with Business RadioX Pro Tips. Stone Payton and Lee Kantor here with you. Lee, I know you’re studying this kind of thing all the time, what are you learning about structuring offers and pricing?

Lee Kantor: [00:00:13] When it comes to offers and pricing, three is the magic number. This is according to Bob Moesta, he is the author of the book Demand-Side Sales 101. He is one of my new favorite authors. He has the jobs to be done kind of theory about services. And he believes that three is the magic number, and he says that people need to be able to eliminate options to decide, but not have too many options because that only confuses them.

Lee Kantor: [00:00:45] So, three is the best way to handle that. So, find three possible solutions to your client’s problems and have them choose among those three. And that way they can establish clear trade offs between them and choose the one that is right for them. So, don’t have 20 options. Don’t have one option. Shoot for three options.

WBE Feature – Women’s Month & Stress Awareness: Women’s Health and Maternal Care

April 30, 2024 by angishields

WBE Feature – Women’s Month & Stress Awareness: Women's Health and Maternal Care
Women in Motion
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In this episode of Women in Motion, hosts Lee Kantor and Dr. Pamela Williamson talk with Jess Toolson, Founder of Mixhers and Courtney Williams, Co-Founder and CEO of Emagine Solutions Technology. They share their entrepreneurial journeys, focusing on women’s health and maternal care. Jess discusses her company’s supportive culture and the importance of self-care, while Courtney emphasizes research and passion in business and talks about her pregnancy app, The Journey Pregnancy, which offers health tracking and wellness coaching.

Mixhers-logo

Jess-ToolsonJess Toolson is a mother of three and the CEO of Mixhers. She started Mixhers while living in Europe and moved back stateside in 2020.

Mixhers was launched in 2019 and has been growing ever since with over 25,890% growth in 4 years.

Follow Mixhers on Facebook and Instagram.

Courtney-WilliamsCourtney Williams is co-founder and CEO of Emagine Solutions Technology. Emagine is tackling the U.S. maternal health crisis with technology to make pregnancy safer, lower cost, and improve outcomes. We’re your companion for a safe pregnancy. Courtney developed her company’s technology after developing preeclampsia in the postpartum period.

Emagine has been awarded the Arizona Innovation Challenge, Flinn Bioscience Entrepreneurship Grant, 2nd Prize in Pharrell Williams’s Black Ambition, and Department of Health and Human Services Postpartum Racial Equity Challenge and Hypertension Innovator awards. Emagine is also a National Science Foundation SBIR Awardee. Emagine-Solutions-Technology-logo

Courtney is a Marketing graduate from University of Arizona and received her MBA from Thunderbird School of Global Management. She has a background in customer analytics in Fortune 500 companies and international business experience in Africa and Latin America.

For five years, she served on the board of Open Windows Foundation in Guatemala, a public health and education organization.

Follow Emagine Solutions Technology on LinkedIn, Facebook, Instagram, X and TicTok.

About Our Co-Host

Pamela-Williamson-WBEC-WestDr. Pamela Williamson, President & CEO of WBEC-West,  is an exemplary, dedicated individual, and has extensive experience as a senior leader for over twenty years.

She has served as the CEO of SABA 7 a consulting firm, overseen quality control at a Psychiatric urgent care facility of a National Behavioral Health Care Organization where she served as Vice President and Deputy Director,and has served as the CEO of WBEC-West, since 2008.

Her extensive experience in developing and implementing innovative alliances with key stakeholders has enabled the organizations to reach new levels of growth and stability. Her ability to lead and empower staff members creates a strong team environment which filters throughout the entire organization.

She takes an active role in facilitating connections between corporations and women business enterprises and sees a promising future for WBENC Certified women-owned businesses.

Dr. Williamson holds a Doctorate in Healthcare Administration, a Master’s degrees in Business Administration, and bachelor degrees in both Psychology and Sociology.

Connect with Dr. Williamson on LinkedIn.

Music Provided by M PATH MUSIC

Transcript-iconThis transcript is machine transcribed by Sonix

 

TRANSCRIPT

Intro: [00:00:07] Broadcasting live from the Business RadioX Studios, it’s time for Women In Motion. Brought to you by WBEC-West. Join forces. Succeed together. Now, here’s your host.

Lee Kantor: [00:00:27] Lee Kantor here with Dr. Pamela Williamson. Another episode of Women In Motion, and this is going to be a good one. Dr. Pamela, how are things?

Dr. Pamela Williamson: [00:00:36] Things are fabulous over here. How about with you, Lee?

Lee Kantor: [00:00:39] I am doing well. I was so excited when I saw this group come into the queue for these shows. Women taking care of themselves is the theme this month and we got an interesting group today.

Dr. Pamela Williamson: [00:00:52] We do. I am so excited because we have two women that are both crushing it in their industries. And I am excited to hear their stories and their journey, and I am sure that they are going to have lots of tips and conversations about how they take care of themselves. Because, as you know, as women, stress is a huge issue with us because we’re balancing everything. And just how do these women manage being so successful in their business life and their personal lives? It is truly a mystery to me, and we’re hoping to unravel that with these ladies.

Dr. Pamela Williamson: [00:01:25] So, I am excited to talk with today, Jess Toolson from Mixhers and also Courtney Williams from Emagine Solutions Technology. Hello, ladies.

Courtney Williams: [00:01:37] Hello.

Jess Toolson: [00:01:40] Hello.

Dr. Pamela Williamson: [00:01:40] Hi. So, I want to kick off with just learning about you. So, let’s talk about your journey, how did you start your business? And I’m going to start with Jess.

Jess Toolson: [00:01:51] Awesome. Hi everyone. I’m so happy to be here today. I am Jess Toolson. I’m based out of Utah. And I started my business, Mixhers, almost five years ago. In a few months, we’ll celebrate our fifth birthday. And my business was started because I was a woman in need of support with my hormone imbalance. I didn’t know years ago that that’s what I was struggling with. I was dealing with all sorts of symptoms when I was postpartum with my twins, and I had never dealt with in my life previously, such as hormonal acne, menstrual migraines, bloating, cramping, and all the debilitating symptoms that women don’t want to experience each and every month.

Jess Toolson: [00:02:32] So, I set out on a health journey which led me down all different paths. And finally, a friend gave me a formula that she had been mixing in her very own home. She was taking Chinese herbs and mixing them together and helping one woman at a time. This formula completely changed my life. And I approached her and said, this is something that we have to get into the hands of all women and have them know that there is a solution for PMS symptoms outside of some of the prescriptions and things out there that aren’t actually helping with hormone imbalance.

Jess Toolson: [00:03:06] So, we set off onto our journey starting our business. We launched in 2019, starting with that product that we now call Hertime, that is helping tens of thousands of women each and every month. And we now have 15 different products that we offer health support for women on everything from anxiety, insomnia, their greens product, their focus product. And we specialize in always being hormone friendly for women and it’s so fun.

Jess Toolson: [00:03:40] Obviously, I appreciate this conversation so much because there is a lot that comes along with running a business, and the stresses that can come up with that, and the pressure, and all the things. And so, I appreciate this conversation so much that we can kind of open up the topic of how to take care of ourselves amidst all of the pressures. And I lead a company of 35 women, and I hope to always be leading a business that is actually health-focused, not just saying that we are health-focused. So, that is a bit about Mixhers, and I’m so excited to learn more about everyone else on this podcast.

Dr. Pamela Williamson: [00:04:21] Thanks. Courtney, how did you start your journey?

Courtney Williams: [00:04:26] So, I’m Courtney Williams. It’s so nice to be here. Thank you so much for having me. I started Emagine Solutions Technology out of a need actually. My sister had a really difficult pregnancy, and it was the first time that it opened up my eyes to the fact that pregnancy is not solely safe and that it can be a dangerous time in the health lifespan of a woman. And seeing her be bedridden for months as she was going through her high risk pregnancy, it was dangerous for her to get to her appointments.

Courtney Williams: [00:04:58] It made me think like there’s got to be a better way. There’s got to be technology that’s applied to pregnancy, that’s applied to other areas of the medical world. So, I teamed up with a team, actually, to develop a handheld ultrasound that could be used on cellphones and tablets to help people, like my sister, in a situation where, you know, she has the best access to the best medical care, but getting to her appointments is dicey. That was our first technology.

Courtney Williams: [00:05:24] Fast forward to the pandemic, I had myself a high risk pregnancy, and I ended up developing preeclampsia in the postpartum period. So, right as we were getting ready to launch our handheld ultrasound, we developed this, I found myself in a medical situation where I needed technology and I didn’t have access to it. So, in the middle of the pandemic, I was getting chest pain. It was five days after giving birth. I got chest pain. I had just terrible headache that wouldn’t go away. And I ended up getting this fluid line on my leg a couple days after coming home from the hospital. And I was like, this is not right. This is not normal. And my mom’s like, “Go to the hospital. Go to the hospital.” And it turned out I had preeclampsia postpartum period.

Courtney Williams: [00:06:09] And so, through that experience and being in the hospital and going through that, I realized we are not applying remote patient monitoring in a way that we are to maternal health as we are to cardiology and kidney care, all these other conditions that really affect men a lot more than women necessarily.

Courtney Williams: [00:06:30] And so, I ended up developing an app called The Journey Pregnancy. And that was the app that I needed. It’s a way for women that are in pregnancy to log and track their maternal health. And they can do this from their positive pregnancy test all the way through their postpartum recovery. And this is connected to their doctor so their doctor can see their health journey in real time. And this really fits the need of a lot can happen between appointments in maternal health, and so this provides that visibility that can be super critical and actually almost life saving for folks between appointments. So, that’s how I got my start based on going through, you know, personal and maternal health struggles in my family.

Dr. Pamela Williamson: [00:07:14] No, thank you for that. Both of your industries are pretty stressful and it sounds like both of them at times have been pretty male dominant. And so, I’m curious, I just read an article a couple of days ago about imposter syndrome and just how stressful that can be. I’m just curious if either of you have experienced that and if you’d be willing to share what that was like for you and provide some tips on what you did to overcome it. And so, I’ll start with Courtney again.

Courtney Williams: [00:07:54] Sure. So, being in the health care industry and developing med tech products, and a medical device that we’ve gotten through FDA clearance, et cetera, a very, very male dominated industry in general. Even though we are part of the subset of digital health called Femtech – which is to say, I don’t love that term, but that’s sort of the industry term right now that’s being thrown around to refer to any medical technology that really applies to the health spectrum of females throughout their life, whether that’s pregnancy periods, anything to do with menopause and thereafter, and elder care for women – is a big, you know, $50 billion industry, but even though it is about women’s products and women’s needs and women’s health, it’s still really dominated by men.

Courtney Williams: [00:08:40] Being a startup in this space is also male dominated because we have to go through applying for funding, and looking for non-dilutive opportunities, and eventually looking for venture capital. We’ve all heard about the statistics of women going out and doing fundraising are definitely at a disadvantage compared to their male counterparts. And that’s particularly exacerbated for any women of color or folks that are in the LGBT community.

Courtney Williams: [00:09:06] I know how these statistics impact my business. I know that I need capital, obviously, to grow, especially being in a more capital intensive industry, software and medical device and med tech. And so, one of the ways that I’ve actually been able to address this is going for non-dilutive funding. So, funding my business is through grants. We’ve been really successful. So, I don’t have to deal with as much the VC – I don’t want to say challenges that a lot of women face in this field, but knowing that that can be a hurdle for folks, especially in my industry, I’ve decided I’m really going to focus on the non-dilutive route. So, we’ve been really successful getting grants from National Science Foundation, Department of Health and Human Services, Pharrell, Pharrell and his Black Ambition competition. We’ve been a winner in that.

Courtney Williams: [00:10:00] And so, I think that a lot of women when they go through a fundraise feel, this sense of imposter syndrome, like “I have a great business. I’m working sometimes three, four, or five times as hard as males in my space. Why am I not making traction with fundraising?” And so, I’ve seen cohorts and counterparts in my industry going through that, and I’ve seen what a toll it can take. And so, that’s actually specifically how I’ve dealt with imposter syndrome is to not go that route and go a different route so I can keep my business growing in a way that feels authentic and gives me the validation I know I’ll need when it comes time to go for venture funding.

Dr. Pamela Williamson: [00:10:39] Thanks. Jess.

Jess Toolson: [00:10:43] Yeah. I love that, Courtney. First of all, thank you so much for sharing. I think something that I have experienced within Mixhers and imposter syndrome is, first and foremost, when I first started my business, I had been a stay at home mom for 12 years. And I had no experience in the corporate space. I hadn’t actually had much of a career outside of like a high school job, and got married really young and started having kids.

Jess Toolson: [00:11:17] And so, first with Mixhers, what I had to overcome was realizing that I was going to be entering this space already feeling like an underdog having no work experience, not being a previous entrepreneur, and not knowing how to manage people right out of the gate. However, something I have learned since is that actually my experiences as a mother in the home actually has contributed so much to my leadership skills and things that I have developed and been able to contribute to the workplace.

Jess Toolson: [00:11:52] And so, yeah, I still haven’t been back to school. I didn’t graduate with an MBA. I haven’t furthered my college experiences, but I have been in just the school of learning as I go. And I think something that I’ve loved is that I am learning that it’s okay to do things in an entirely unique way than anyone else.

Jess Toolson: [00:12:16] And so, when women are joining the workplace here at Mixhers, the most frequent thing I hear is that this is unlike any other job I’ve ever had. The fact that there is unlimited paid time off, the fact that women are nurturing one another in the workplace, the fact that there is a breastfeeding room that I can bring my newborn to work. I am just totally confident doing things in a unique way because I don’t have experiences that tell me otherwise, and so I’m just going to do things off of what I feel is best for my business.

Jess Toolson: [00:12:49] I think another thing in the health and supplement space for us that we’re overcoming is most testing for the health space has been done on males. And so, when we’re looking at certain ingredients and credentials behind certain ingredients and formulating specifically for women, we are fighting also this battle of making sure that Mixhers is starting to do some of the very first testing of supplements being used specifically on women.

Jess Toolson: [00:13:26] And so, there’s all these statistics out there, 90 percent of people say that they’re sleeping better when using this ingredient. Well, those 90 percent of people are men. Women are not the same. We’re not built the same. And there’s no problem with not being the same. Men need their specific products and we want them to be thriving. And women, we need our specific products, but we need to understand how things are working best for us.

Jess Toolson: [00:13:53] So, I think for us, something that we’ve been definitely trying to overcome is we’re not just another supplement business playing in the men’s space. We are a female specific supplement business, formulating specifically and only for women and women’s hormone health. And so, there’s a little bit of constantly gaining our momentum, gaining our traction, and gaining our footing, and being credible having our own science backed testing done, and showing that, in fact, Mixhers has tested on women specifically.

Jess Toolson: [00:14:31] Anyway, I just think that we relate in some of the male dominant spaces and recognizing that there’s an entire category completely missing.

Courtney Williams: [00:14:47] I’ll say one more thing also on the imposter syndrome piece. That was a really great experience that you added there and I understand and I empathize. One of the things that I’ve dealt with in terms of imposter syndrome as a founder was you don’t really often see very many examples of pregnant founders that are entrepreneurs, and then having their babies and continuing with their business. There’s this mentality if somebody is growing their family or whatever or if they have a newborn, they’re in the startup space, there might be this mentality of like, “Oh. Well then, they’re going to not be effective. They’re not going to be able to grow. They’re not going to be able to focus on the business,” et cetera.

Courtney Williams: [00:15:29] And when I had my son, who’s a toddler now, I remember feeling so nervous on Zoom calls that my baby was going to cry, and then I was going to not be able to be effective on the call or not be taken seriously or not be credible as a businesswoman. And that, I think, has been one of the biggest personal challenges I needed to get through as both an entrepreneur as well as being a first time parent because you have this business persona and then you have this home persona. And sometimes with Zoom, and especially as we were moving through the pandemic and even now, we’re all cognizant of our work and our home lives blending. And that can be really uncomfortable, especially for people that have a certain level of maybe credibility that they’re trying to build. And so, that was one of the biggest challenges that I dealt with as we were starting to build our technology.

Dr. Pamela Williamson: [00:16:27] I love the one thing that you both said differently, was, just basically be yourself. And you’ve brought your full, authentic selves into your work life, which I find fascinating, because I grew up in an era in business where it was very segregated, you had to look and talk and walk the specific way. And both of you are just who you are, and it’s beautiful listening to you guys.

Dr. Pamela Williamson: [00:16:56] And just having our audience gleam this perspective that it’s okay if you don’t have an MBA, you can still be successful in your business and grow it. I’m at awe that you have 32 female employees. I just am so curious, what is that like? That’s such a rarity today to have 32 female employees.

Jess Toolson: [00:17:18] Yeah. And we do have our first two men that have joined the team within the last month. We’ve been taking our own warehousing onsite, and so we now have 32 women and our first two Mixhers men, which is really fun.

Jess Toolson: [00:17:33] But I think one of my favorite things about leading a very dominant strong female team is that one of the most frequently asked questions I get is, the workplace, is it full of drama? Are people, they’re just crying all the time? And it is so offensive to me because I work in a place of women that show up to work so incredibly ready to just get after it. They are so talented. They’re so hungry to learn new things, teach themselves new things, collaborate as an effective team.

Jess Toolson: [00:18:17] And on top of their skillset and their roles being incredibly impressive, we’ve created the most beautiful culture where women are coming to the business from all different walks of life, all different personal experiences, current, past, we all have our individual stories and our individual journeys that we’ve been on. Some women have come from very traumatic workspaces where, like Courtney mentioned, feeling nervous about having their babies. And I have women on my team that the second that they did start their families, they were demoted and their pay was dropped, and just all sorts of things that come with a lot of workplace trauma.

Jess Toolson: [00:19:04] And I have loved being able to take part in building a culture where women come and we’ve created a safe haven for one another. It doesn’t mean that all of our lives look the same, that we have to exactly relate to one another, but we allow one another to be. We celebrate one another. We create safety for one another. We show up for one another in our personal lives.

Jess Toolson: [00:19:31] One of the favorite things I’ve heard from a team member is that every day when she comes to work, it’s like how happy she would get going to elementary school every day and seeing her best friends in the morning at school. And she was like, I get giddy driving into work every day because I know that I’m going to get to see my friends and I’m going to enjoy the hours ahead.

Jess Toolson: [00:19:55] And I love to live by this. I am a stay at home mother turned to fulltime working mother, and I always say, if we’re going to be spending most of our day doing this, we might as well be enjoying it. And so, I want to scale a very, very impressive business and continue to do that, which we have done, but I want to be providing an enjoyable experience for myself and my entire team while we do that.

Dr. Pamela Williamson: [00:20:29] I love that. Thanks. The other question I have is just around how do you manage stress? Both of you have busy lives. We know that stress is the number one killer. It’s the number one predicator. So, what tips do you have for someone who is thinking about starting a business? I think stress is one of the things that gets overwhelming and it stops people from completing their goal of starting a business. What is some of the best practices tips that you want to share?

Courtney Williams: [00:21:12] I’ll start. So, stepping back, I think it’s really important to remember why you start your business. And in my case and with my team – bare with me – we’re really pretty much in love with the problem that we’re trying to solve. We’re not in love necessarily with the technology that we’re developing. I mean, we are. We think it’s great. But we’re really focused on what is the market need, what is happening in the world that needs our technology.

Courtney Williams: [00:21:40] So, to give you an example, the reason that we’re doing what we’re doing is that U.S. is in a maternal health crisis and the U.S. is currently the most dangerous and expensive place in the developed world to give birth. And that is especially bad for Black and indigenous women who actually are dying at two to three times the rate of their white counterparts. And when we look at this, the numbers are actually getting worse. They’ve gotten worse over the last few years. The rates of preeclampsia are going up 19 percent over a five year period. Rates of gestational diabetes are going up 16 percent.

Courtney Williams: [00:22:11] I say all this to say that our business operates in a context that is really stressful. You know, we’ve spent years interviewing women about their maternal health experiences, and what went wrong, and where they needed support, and where technology could have filled in those gaps, and then developed our solutions around that. And so, we’re really, really focused, like hyper focused on the problem that we are trying to solve.

Courtney Williams: [00:22:39] And I believe that when you’re really focused on the problem that you’re out to solve, the mission that you’re out to solve, we’re on a mission to reduce the maternal mortality rate and make pregnancy safer with better outcomes and lower costs, when you have that hyper focus on the mission that you have, then that helps eliminate some of the stress because you know the people that you’re trying to serve, you know what you’re waking up to do every morning, and that is very, very motivating.

Courtney Williams: [00:23:06] That isn’t to say that building a business is not stressful. And for us, you know, the different grants that we’ve applied for have been very high stress, very ridiculously competitive on a national level, and yet you persevere because, again, you’re focused on who you’re serving and how, in our case, our technology can make lives better for people.

Courtney Williams: [00:23:29] And so, in terms of the day-to-day hiring and making sure that our team are all aligned, those can all be stressors as well. But one of the things that we’ve done is I’ve made sure that I hire people that are the smartest that I can access in our industry. I have people that are, like, 30 year veterans that have worked in multinational corporations like Philips and Sonosite and other places that have this amazing experience that we can work together and I can learn from them, and that helps me build my business. That helps reduce stress by hiring people that are amazing with the amazing knowledge that they bring to elevate the level of our team. So, that’s been one thing that I’ve done to reduce stress.

Courtney Williams: [00:24:13] Another thing from a personal level is I never really believed in the power of yoga. I was always more of like a dance person or cardio person. But, truly, yoga has been a transformational force in my life and my business life and my personal life in terms of maintaining my stress and my health. I’ve actually seen a numeric metric value to adding yoga to my life in terms of lowering my blood pressure and improving other health metrics. And so, I think between surrounding yourself with a really good team and taking care of yourself physically, making sure you just make the time – I make the time to do yoga every night at like 9:30 or 10:00 at night because I know that I’ll sleep better and feel better – I think that those two things have made a major impact for me.

Lee Kantor: [00:25:01] Jess.

Jess Toolson: [00:25:02] Courtney, I love that you brought up the yoga. Because while I don’t practice yoga, I have found the power in self-care and making sure that that is a priority as I grow my business. Because I did find in the first couple of years it was such a hustle. It was such a grind. It was eat, sleep, breathe my business. But that started to take a toll. I started to lose my energy for what I was doing. I started to not enjoy what I was doing. It felt like every day was so daunting ahead. And it just was becoming this beast I needed to face every day.

Jess Toolson: [00:25:44] And instead of continuing to live that way, I decided to reprioritize. And when I reprioritized, I prioritized my health again. And I have now put in my business that every woman has – every team member – sorry. Now I have men – one hour of their workday to have free time, whether it’s meditation, yoga, they can exercise, we have a gym in the office. And I offer that to my team members to have an hour outside of their lunch hour.

Jess Toolson: [00:26:21] And I know that there’s all sorts of things where people have been like, “Oh. What about productivity? What about meetings that need to take place?” I think it’s worth it to invest in my team members and my own health to allow us to have an hour to work on personal development and make sure that we’re functioning as best as we can as individuals, because when we’re all functioning at our best as individuals, that’s when the team can really excel and achieve large goals.

Jess Toolson: [00:26:52] And I’ve seen nothing but even more productivity with allowing that free time in the workday. And they get to choose when they take it. A lot of women just go out on a walk. A lot of women will take a nap. We have a lot of women with newborn babies and that hour to just take a nap and recover from sleepless nights means the world to them.

Jess Toolson: [00:27:15] For me, it’s taking that hour and being able to get in movement and exercise and reprioritizing. My health has been a huge shift in growing my business because I feel like it helps moods, it helps energy, it helps me think more clearly. And, yeah, so I love that you brought up your self-care with your yoga.

Jess Toolson: [00:27:39] I also feel like in the first couple of years, like I mentioned, I really did feel this pressure that everything is ticking and you either run and you either figure out how to do it or someone else is going to do it, and they’re going to do it faster than you. It’s not from a place of only I can succeed, no one else can do it. It’s more I do have a unique business and I do want to move as quickly as I can, but I hope that other people succeed as well.

Jess Toolson: [00:28:08] So, it’s not like I feel like there is always plenty to go around, but I stopped sleeping enough, and I kept working late, and waking up early, and working from the second that I woke up, and I would check my phone the second I woke up to get caught up on emails and respond to team, and all the things. And it was like I was never able to put the business aside to just be able to think about kids in the morning, or just to be able to think about making breakfast. It felt like everything was just a hustle and I did not enjoy it.

Jess Toolson: [00:28:48] And so, I shifted also, I think something that I have changed for self-care is knowing that I clock in and I clock out. And I do not work my business 24 hours a day, seven days a week. And I emphasize that with my team as well. When we clock out at 5:00, everyone has personal lives, people have families, people have interests and hobbies outside of the workplace, and so we have boundaries. Unless it’s an emergency, everything can wait until tomorrow at 9:00 a.m.. I promise it will be there tomorrow and everything will be okay in the meantime. And so, I’ve tried to really instill personal and professional boundaries within my team just to be able to allow team members to truly clock into the workplace and clock out and set it aside until the next workday.

Lee Kantor: [00:29:43] Now, each of your businesses started from something personal that was going on in your lives. Do you have any advice for female founders or potential aspiring female founders out there on how do you know if the problem you’re trying to solve is just a problem you’re having or it’s a problem that there is a market for it?

Lee Kantor: [00:30:07] Courtney, can you share a little bit about how kind of that happened in your industry with your product that you’re marketing? And any advice you have for an aspiring entrepreneur? Or maybe they have a corporate job and they have this problem that they think they have a solution for, but they don’t know if it’s really a business.

Courtney Williams: [00:30:26] Good point. So, I’m a little bit different. So, I come from the corporate angle 100 percent. I mean, I am the person that went and got my MBA, et cetera, and was working a corporate job when I experienced what happened with my sister and then kind of moved forward from there. One of the most important things for me was I definitely stayed in my corporate job until I felt like what we were doing had legs, frankly. So, I’m a big researcher. I’ve done tons of tons of research on this.

Courtney Williams: [00:31:02] There’s a certain program which I can recommend to entrepreneurs if they have an inkling as to a science or technology that they want to research and they want to see if this is a viable technology, there’s a program with National Science Foundation called I-Corps. It’s a grant program, essentially, that provides you the opportunity to go out and interview the people that have the problem that you want to solve.

Courtney Williams: [00:31:28] So, it’s usually based with a university program. So, I’m affiliated with University of Arizona Center for Innovation. So through there, I got this grant. And my team and I, we went out and interviewed just dozens and dozens and dozens of people to understand their maternal health situation, the industry, the problems, et cetera.

Courtney Williams: [00:31:50] Basically, the program enables you to apply the scientific method to customer interviewing. And so, having gone through that, we’re like, “All right. We think we have something here.” So, I applied for a pitch competition and I won that, and that was amazing. And then, I applied for another one and then we won first prize and we got funded. It was the biggest pitch competition in Southern Arizona. And so, I was like, “All right. This is giving me some validation that I need to be able to pursue this more seriously and more completely.” So, that was the impetus and that was what enabled me to determine whether this was a viable business or not.

Courtney Williams: [00:32:29] But we haven’t stopped doing that. I mean, our first product was a handheld ultrasound, that I alluded to. But then, we developed a patient app, which I also mentioned. It’s called The Journey Pregnancy, and that’s the maternal health app. And so, we actually applied that same process before I had my experience with preeclampsia. But how many other people have preeclampsia? Well, quite a few. But I wanted to ensure that logging and tracking maternal health was a thing that people wanted to do. So, again, I went out and I embarked on that program again through National Science Foundation, but at a bigger scale, with a bigger grant, to interview more people, to ensure that we really, really understood as a team that this was a need.

Courtney Williams: [00:33:07] So, we’ve continued to do that. We did that again with remote patient monitoring, which is our third product that we have, which is for clinicians, and went out and interviewed just hundreds of clinicians that we thought maybe had a need, but we weren’t sure.

Courtney Williams: [00:33:21] So, through the research angle, that’s how we’ve been able to tackle whether it made sense to leave a corporate job, take this risk, and then move forward. It’s a big risk and it’s an important one to take because that’s the only way you’ll really know. So, that’s been my approach. I’ll pass it off. I’d like to hear how others have handled this.

Jess Toolson: [00:33:46] I think for me, I knew that I had an opportunity to create a business because through my own health journey, searching for solutions for my hormone imbalance, I had already had dozens and dozens, like you said, of conversations with women that were experiencing the exact same situation that I was. And so, when this formula worked for me and was solving for my health issues, I knew that I had to help the women that were right around me as fast as I could.

Jess Toolson: [00:34:16] And I think that’s one of the most amazing things that I’ve seen in building Mixhers, is how quick women are to want to solve one another’s problems, and wanting to share the good information about there being solutions. And so, yeah, for for me, once I have found a solution that was helpful to my health, I knew that I could think back to all of the many women that I had already had discussions with about the frustrating health issues that we were facing. And if I find a solution, I’ll let you know. And if you find a solution, let me know.

Jess Toolson: [00:34:51] And so, I knew that there were so many women searching for solutions for hormone imbalance that it was more about for us, it was more about normalizing the topic through social media and emails and things like that. Because talking about hormone health is and was very taboo at the time. Talking about low libido, talking about PMS symptoms and solutions, talking about insomnia, all these topics that women, we have felt in the past that we have to tiptoe around a little bit. And so, for us, it’s more so normalizing the topics and allowing women to have conversation around hormone imbalance and then also providing the solution in our products.

Jess Toolson: [00:35:40] I think the last thing, too, is I would recommend for women that are wondering if they have an opportunity on their hands is I think women are fantastic problem solvers. And I believe that starting a business is incredibly hard. It’s going to test you to your core. But when you are personally passionate about your product and what you’re offering, and maybe it’s changed your life or it’s changed a family member’s life, and it’s something that you believe so strongly in, just like Courtney had mentioned, that is the fulfillment that you will need on the days that your business is challenging you and testing you.

Jess Toolson: [00:36:20] You will know that it’s worth pushing through because you have people that you have already helped. You have people that have already seen the benefits of using the app or using our products. And you think to those people that are utilizing what you offer and needing those resources. I think that a lot of times it’s like passion and how much I believe in my products that gets me through the stressful days.

Jess Toolson: [00:36:48] And so, I feel like I would recommend to women if what you believe you may have at your fingertips is an opportunity, make sure that it is something that you will be passionate about even on the days that have been sleepless, even on the days when cash is tight, things like that. Passion will continue to fuel you and I believe that that opens up opportunities.

Lee Kantor: [00:37:14] Now, you both mentioned the importance of a culture in your organization. Jess, can you explain how you kind of mindfully put in place this type of corporate culture that you’ve established in your organization? A lot of companies give it lip service. And if you don’t kind of proactively do things a certain way, a culture is going to form whether you are intentional or not. And it sounds like you were very intentional around the type of organization you wanted to build.

Jess Toolson: [00:37:51] I love that you said that I did this very mindfully. I’m actually not sure that I did. I did I wanted to create a workplace that I was enjoying personally and that I was seeing women thriving. And I wanted there to be friendship. I wanted there to be connection. And I wanted it to feel like I was surrounded by my friends every day at work.

Jess Toolson: [00:38:14] And so, I don’t know, other than I feel like creating time to connect with one another, we make sure to have plenty of company activities. We have a lot of celebrations for one another. We have birthday parties. We have baby showers. We have moving parties if someone’s leaving the state. And I feel like the goal of mine has always been that women that join this company need to know that they have friendship in their peers at work. And it really has naturally taken place. And it’s been almost five years, and we did just win an award in Utah. We were voted Best Place To Work For in the State of Utah, which I feel very proud of.

Jess Toolson: [00:39:08] And I appreciate that you said that I did this mindfully. I think it’s more so been efforts as a team to just nurture relationships and actually see one another as humans, not just robots working in a business. We’re humans that also get to contribute to a workplace. And I believe that it’s the team that is naturally wanting to create a very family feeling culture.

Lee Kantor: [00:39:40] Courtney, can you share? I mean, you’ve worked a lot in corporate settings, so you understand culture doesn’t just happen. The leadership has to really kind of lean into this and it’ll form around that. Can you speak to that a little?

Courtney Williams: [00:39:54] Yeah. In my corporate life, I definitely saw lead by example. That was the biggest takeaway that I saw in the different Fortune 500s that I worked in. And that was important to me to then translate to my company.

Courtney Williams: [00:40:09] So, I’ll give you an example. In terms of hierarchy, we have a culture in our company that is very focused on I as CEO and co-founder, I do not have all the answers. And I am very, very forthright about saying I want my team to work together with me collaboratively, like we’re very collaborative to find the answers. So, there’s no necessarily I’m the CEO, but that doesn’t mean that I’m necessarily the last word with a lot of this stuff.

Courtney Williams: [00:40:41] Another piece of our culture is we serve women or folks that give birth, we serve folks that are on a maternal health journey, and we’re all about making that journey as safe and supported as possible with our technology. And so, that translates to our meetings, for example, when we have our collaborative meetings, our all hands or our team meetings, it’s important to include a service element in that because we are serving other people with our technology. And so, we always have a service activity anytime we have an all hands meeting. And that is a really important component of our work, and that helps bring together folks on our team around our mission, and it helps recenter us before we go and dig in and get our work done. But we feel like service project is also part of our work.

Courtney Williams: [00:41:33] The other piece is that we are a very diverse team, diverse in terms of talents and also in terms of where people are located. And so, for me, it’s really, really important to not restrict folks in terms of where they’re located. So, we’ve always been remote, and I foresee us being remote for our future as we grow. And that is one of the satisfaction drivers that I see on our team. People can work when they want, when they need, when it works for them. And that is important to me to continue, because if we’re all going to be working together on a common goal, you have to be comfortable in your environment. And so, being able to do that remotely has been important especially for the folks that are on our software development team. So, those are some of the elements that we’ve put in place just in terms of building our culture, and I plan to continue that as we continue to grow.

Lee Kantor: [00:42:26] So, is there —

Jess Toolson: [00:42:27] Courtney, I love that — oh. I’m sorry. I’m sorry.

Lee Kantor: [00:42:30] No. Go ahead, Jess.

Jess Toolson: [00:42:31] I just wanted to tell Courtney that I love that she brought up this working remote. We have a very hybrid schedule. We’re in office about three days a week and the other days are remote. And all of winter, we’ve given Fridays completely off for people to go and enjoy the ski season and to spend the holidays with family and things like that.

Jess Toolson: [00:42:57] And I think it just helps people. People want freedom. People want to be able to make choices, have opinions about when they’re working, how they’re working. And I appreciate the freedom personally. And so, we also have a very, very flexible schedule and I feel like it it definitely contributes positively to the company culture.

Lee Kantor: [00:43:23] Now, Jess, is there anything new coming up? Is there anything we could be doing? Do you need anything from us and the listeners?

Jess Toolson: [00:43:33] Yeah. So, Mixhers has actually been working for about a-year-and-a-half at this point on an entire company rebrand. So, we’ve been getting ready to have our products be more shelf stable for retail. We’ve redone all of our packaging. The company name will still be Mixhers, but we’ve redone our logos, our icons, everything. And so, this month in April, we’ll be announcing this rebrand. We’re really excited about that. And we’re launching two new products that have been heavily, heavily requested by our customers. So, we would appreciate everyone coming over, following along, engaging with what they think of the rebrand. And, also, if you are interested in the products, we would obviously appreciate a purchase. The website is just mixhers.com, M-I-X-H-E-R-S.

Lee Kantor: [00:44:24] Courtney, any news or anything we could be doing for you?

Courtney Williams: [00:44:31] Definitely. Yes. Thank you. I appreciate that. So, if you know anybody that is getting ready to go on a pregnancy journey, please tell them about our app, The Journey Pregnancy. It’s really important as a parent, not just to be entertained with some of the other pregnancy apps out there. For example, knowing that you’re 30 weeks pregnant and your baby’s a size of a watermelon or a cantaloupe, that’s entertaining and that’s helpful, but that does not help your maternal health.

Courtney Williams: [00:44:57] And so, downloading our app can. You can log and track your blood pressure, your blood glucose, your moods, your symptoms, all the way from your positive pregnancy test through your postpartum recovery. And if your numbers go out of range, our app will let you know immediately when the result is something that you need to follow up with your doctor. So, if you know somebody that’s pregnant, have them download our app. It’s a free download on the iOS and Android store.

Courtney Williams: [00:45:23] The other thing that we have coming along down the line is we just launched Pregnancy Wellness Coaching. And so, if you are somebody that feels like you want extra support, you want more than that 7 or 15 minutes that you get with your doctor each time at a prenatal visit, we’ve got somebody for you. We’ve got qualified nurse practitioners that are certified in maternal mental health as well as maternal wellness. And if you need that support, we can provide that through an elevated subscription of our app.

Courtney Williams: [00:45:52] So, I would just say, you can follow us on Instagram, @emaginestech. As well as on TikTok, we’ve got lots of different educational videos that we put out and informational pieces that will help people that are looking for research backed information as they go through pregnancy. And we’re @thejourneypregnancy on TikTok.

Lee Kantor: [00:46:12] And the website?

Courtney Williams: [00:46:14] And our website is emaginest, E-M-A-G-I-N-E-S-T,.com.

Lee Kantor: [00:46:20] Good stuff. Dr. Pamela, what a show.

Dr. Pamela Williamson: [00:46:24] You know, I think I say this a lot, but this was incredible. I took so many notes. I was blown away by some of the information you provided that is easily applied. These women founders start their business even if their years in business, even if they have had years in business, some of the information you provided is life changing. And so, I want to thank you both for participating today. Lee, any parting words?

Lee Kantor: [00:46:57] It’s just really great to see people with an idea take the leap into entrepreneurship. And they each went through it their own way and their own time. And they built their team accordingly and the culture. I think it’s so inspirational for the listeners, especially the people, there are so many people that have great ideas that are sitting on the fence who are afraid to take the leap. And to have you to share your story about how you were able to do that.

Lee Kantor: [00:47:26] And you get up every morning knowing there’s a lot of people to help and that’s what gets you going and you know the importance of what you’re doing is that you are helping others. So, thank you for sharing your story. You’re both doing such important work and we appreciate you. All right. This is Lee Kantor for Dr. Pamela Williamson. We’ll see you all next time on Women In Motion.

 

Tagged With: Emagine Solutions Technology, Mixhers

Logan Lewis with Your Morning Drive

April 30, 2024 by angishields

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Cherokee Business Radio
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Logan-LewisIntroducing Logan Lewis, a marketing and podcasting professional.

When he isn’t working his corporate job, he dedicates his time to offering tailored marketing solutions for small business with his marketing company Hammerhead Creations, specializing in website development, social media management, and content creation.

Logan interviews a diverse range of individuals, including creators, business owners, musicians, professionals & anyone in between on his up-and-coming podcast, “Your Morning Drive”.

Leveraging Social Media and Video Marketing to Boost Real Estate Sales

April 30, 2024 by angishields

Leveraging Social Media and Video Marketing to Boost Real Estate Sales
Chamber Spotlight
Leveraging Social Media and Video Marketing to Boost Real Estate Sales
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In this episode of Chamber Spotlight, host Lola Okunola welcomes guests Johanna Stanley from Century 21 Connect Realty and Cam Jimenez from Social4Business. Johanna discusses her focus on the real estate market, particularly serving the Latino community and helping with relocations to Georgia. She emphasizes her commitment to community and personal connections in her work. Cam, a video strategist, explains the importance of creating targeted video content to help businesses achieve their goals on social media. The episode highlights the value of social media and video content in building relationships and marketing in the real estate industry.

Johanna-StanleyAs the trusted real estate advisor for her clients, Johanna Stanley understands that selling and or buying a home is complex and deeply personal. There is also a lot at stake financially and personally.

This perspective on the process and the responsibility felt towards her clients drives Johanna to truly commit and become better every day at what she does. Johanna understands the market, the players, and all the variables involved in a real estate transaction. She makes sure you feel supported and that you have a trusted advisor by your side.

As a seller, you want to effectively (and beautifully) market the home and then strategically negotiate to secure the highest/ best price, and cleanest term possible for the sale. As a buyer, you want a reliable, professional, and assertive partner to help you locate the right home, that will fulfill all your needs at the best price possible.

2019 was the beginning of Johanna’s real estate career, and she’s built her reputation by holding herself accountable and creating solid relationships with all her clients to assist them in the best way possible. Johanna and her team work hard to keep ahead of the curve, combining digital marketing, and innovating every time with all social media platforms, with the main purpose of keeping them up to date and always providing 100% effective service to you.

Connect with Johanna on LinkedIn and Facebook.

Cam-JimenezCam Jimenez is a video marketer with Social4Business. Social4Business is a video marketing agency located in Sandy Springs.

Established with a clear vision to revolutionize the realm of corporate video production, we specialize in crafting testimonial, promotional, training, and social media videos tailored for businesses. But we’re not just videographers.

We pride ourselves on being video strategists, seamlessly combining our expertise in both video creation and marketing to help business owners amplify their growth and solidify their social media footprint. Our mission?

To empower businesses with strategic video content that resonates, engages, and delivers results.

Follow Social4Business on Facebook and Instagram.

Transcript-iconThis transcript is machine transcribed by Sonix

 

TRANSCRIPT

Intro: [00:00:04] Broadcasting live from the Business RadioX studio in Sandy Springs, Georgia. It’s time for Chamber Spotlight, brought to you by CorpCare, your Employee Assistance Program partner. Caring for them because we care about you. For more information, go to CorpCareApp.com. Now here’s your host.

Lola Okunola: [00:00:29] Hello everyone, and welcome to another episode of the Chamber Spotlight Podcast, proudly sponsored by CorpCare EAP. I’m your host, Lola Okunola, and today we have an exciting lineup of guests representing diverse industries. A big thank you again to CorpCare EAP for supporting our community. Now let’s jump into today’s conversation. Meet my guest, Johanna Stanley of Century 21 Connect Realty and Cam of Social4Business. We’re going to start with Johanna. Johanna, welcome to the show. I’m so excited to finally have you on.

Johanna Stanley: [00:01:15] Thank you Lola. For me, it’s it’s a pleasure. And it’s a it’s an honor to be here. Honestly, I cannot believe I need somebody to pinch me because this is exciting. Um, so. Yeah. Thank you. Thank you for the invitation.

Lola Okunola: [00:01:29] Yeah. Thank you. I’ve been wanting to talk to you. I think everyone wants to know about the real estate market. I mean, we hear there, there’s so many realtors in town, but you do things a little differently, and I think, you know, you should share.

Johanna Stanley: [00:01:44] Yes. And that’s usually come out to be a very hard question because it’s like people is like, what do you do different? And honestly, in regards to, uh, business, there’s nothing different I do because it’s the same marketing, doing the same thing, filling out the same contract. But what would set me apart would be like always the heart for the community, the sense of community being there for people. Guide them, help them and just, you know, getting to know them. I feel like that’s the key to know what exactly they’re looking for. How can I best help them? It’s not making it all about me. You know, it’s my business and I’m doing this and doing that. No, it’s just how can I help them and to find their home? So yeah, a market is a little bit crazy right now. You know, with the interest going up and the whole market goes up. But you know, we’re coming into the season where, you know, people need to move. So it’s picking picking up a little bit more.

Lola Okunola: [00:02:39] Yeah we are getting into summer. So summer this is true. This people move mostly in the summertime.

Johanna Stanley: [00:02:46] Yeah. Yeah. Because I mean there’s a perfect time. The kids are out of school and they need to, you know, get the kids involved in the new school and stuff. So, um, we’re getting you know, Georgia is getting a lot of people that are relocating. They’re coming from out of state here. Yes. And, you know, it’s funny because for, you know, Georgia residents what it’s expensive for them a home here for them. It’s just like, oh my God this is so cheap, you know.

Lola Okunola: [00:03:12] Where are they coming from?

Johanna Stanley: [00:03:12] Usually New York LA ah. Which are those places that are you can find a one bedroom apartment or studio for a million, right. You know, you hear they can get a huge house, uh, decent house for, you know, 600,000 or something like that, depending on the location, of course. But yeah. So we are I mean, definitely, um, focusing a lot with relocation people that are coming from out of state. Um, and, um, yeah, I find that very, very interesting how, you know, like, for them, it’s just easier just to get it. I mean, Georgia has so much potential and so much opportunities for them as well that it’s just easy. Yeah. For them to make the decision. You know, weather is amazing. So I know.

Lola Okunola: [00:04:00] We do have good weather. So do you have a particular target market like is there is there do you have a niche. Is there is there someone you’re looking for in particular to help?

Johanna Stanley: [00:04:11] I do I mean, uh, my target audience basically, you know, like the Latino community, you know, I’m a Hispanic, I’m originally from Colombia. So I get, uh, very involved with them as well because, I mean, we have something in common, right? So that makes it easier for me. Um, although, you know, like, I’m able to help, you know, anybody that I built a relationship, anybody that trusts me, know me and wants to work with me, of course, I’m going to be more than happy and willing to help them as well. But yeah, I would say the Hispanic market, it’s a big, uh, target audience for me. Okay.

Lola Okunola: [00:04:46] That’s great. So what are the kinds of things that you would say are going on? Like, what are the hot topics in real estate right now other than the interest rate?

Johanna Stanley: [00:04:57] Well, uh, we said, um, yeah, the interest rate, the, the home price is going up. So. Yeah.

Lola Okunola: [00:05:02] Here in Georgia too. Right.

Johanna Stanley: [00:05:04] And then, um, you know, there’s a lot of room, a lot of things with, uh, um, with the lawsuit that was going on that now, the buyers are not they don’t have to.

Lola Okunola: [00:05:15] Pay the interest.

Johanna Stanley: [00:05:16] It’s not going to pay. No, no. The interest, the commission.

Lola Okunola: [00:05:18] Sorry. The commission.

Johanna Stanley: [00:05:20] The commission. So does that.

Lola Okunola: [00:05:21] Pass?

Johanna Stanley: [00:05:22] Like the, uh, I guess they got they got a settlement. They won a settlement. But then, um, they haven’t it’s not signed here in Georgia yet, but they are about in June. I think it’s in June. It’s going to take place. Wow. Yeah.

Lola Okunola: [00:05:36] So how will that changed your view about this profession?

Johanna Stanley: [00:05:40] Well, it’s been always that way. I mean, it never changed. The seller has never been obligated to pay us a buyer commission. Buyer’s agent commission. It’s never been obligated. It’s just never. I mean, it helped them to you get people into the house. So it’s it’s a strategy that has been used forever. So I feel like everything like, you know, it comes to a change. You know, it’s a, it’s a, it’s a, it’s a evolution, so to speak. Right? Where uh, just like corona when it came corona, there’s so many things happen. And then everything started going back to normal. So now we’re seeing this, uh, people talking. Oh, we’re not, you know, the, uh, buyer’s agents, how they’re going to get paid. They’re going to work for free. I mean, nobody works for free, right? So, uh, there is a strategies. There’s always negotiation. It’s opportunity negotiation when you find your buyer, your seller, and it’s just a mutual agreement. So and it’s always been that way, and I’m sure I’m 100% sure that it’s going to continue being the same way. So it’s nothing to fear. I feel like, you know, as long as you know your audience as you’re doing your work, marketing yourself, um, everybody’s, you know, you should be fine. Okay. Yeah.

Lola Okunola: [00:06:54] Great. Well, thank you. Thank you for sharing that. Um, I’ll come back to you again shortly, but we’re going to pivot to Cam of Social4Business. Cam is a video strategist, not to be mistaken with a videographer. He does videos differently. Cam welcome. Tell us about what you do. Cam does our videos. By the way if you follow us on social, all our cool videos are done by him. Cam welcome.

Cam Jimenez: [00:07:26] Thank you Lola for having me. It’s a pleasure to be here. Uh, so just to get started with that difference between a videographer and a video strategist. So a videographer is someone that you pay, uh, some amount of money to shoot a video. So you usually tell them, hey, I need this video. You pay them, they shoot it, they edit it, they give it to you, and off they go. As a video strategist myself, what I try to do is just to get as involved as possible with your business, so I can put together a strategy with different types of videos that are going to help you achieve your goals, whatever those goals are, whether you want to increase your awareness on social media, if you want to hire people, if you want to shoot email marketing videos like the ones that we do for the Santa Springs Chamber of Commerce, anything that you want, there’s a video that you can use to achieve those goals. So that’s basically what I do.

Lola Okunola: [00:08:19] Yeah. But you do you you not only, um, shoot the videos like, you know, what’s catchy, what’s going to captivate the audience about how long the video needs to be, where you need to stand, what you need to wear, what the lighting needs to look like. Um, and sometimes some of these videos, I’m like, I’m not going to do that camp. Like, that’s so cheesy. But I have to tell you, the last two videos that we did, we got the most views we’ve ever gotten. So you definitely know what you’re doing.

Cam Jimenez: [00:08:53] Yeah. So that’s one of the things that people start doing video themselves. Um, and they think they have an idea of how how it works, but they don’t know how it actually works. So just to give you an idea of what I told you that day. So we usually start the videos for email marketing, like, hi, my name is Lola and Sand Springs. And that’s fine because that’s email marketing. But when you’re doing social media content, the first five to 10s is the most important part of that video. So if you start that video with saying, hi, my name is Lola and this is what I do, you lost that opportunity, that window.

Lola Okunola: [00:09:29] Nobody cares.

Cam Jimenez: [00:09:31] They don’t care about with all the, you know, respect, but they don’t care who you are. Yeah. Until you show them what is that you have to offer. Yes. It’s a very.

Lola Okunola: [00:09:40] They want the value. Now give me five things that are going to help me right now. Exactly.

Cam Jimenez: [00:09:47] And then with social media content, I mean people’s attention span is like five seconds. Yeah. So you get to grab their attention right off the get go and and that’s. What I do. I try to tell people, this is how you should start your videos. This is how we script the videos so they have more engagement and people stay till the end of the video. The longer they stay while they’re watching your video, the better it’s going to do the algorithm and social media platforms.

Lola Okunola: [00:10:13] So who should call you? Like who needs you?

Cam Jimenez: [00:10:17] Pretty much any business owner who wants to turn strangers into paying clients. That’s the way I put it. So there hasn’t been a better time to create video content for social media because all of these platforms Facebook, Instagram, TikTok, LinkedIn, YouTube, they all want video content because it’s just what keeps people engaged on their platforms. The longer they can keep people on the platforms, the more they can charge to the advertisers. Mhm. So if there’s a business owner and they need to get people to see their content, you know, to get that know like you trust you factor kind of thing. Um that’s what we want.

Lola Okunola: [00:10:58] Okay, that makes sense. I know there’s been a lot of stuff in the news lately about TikTok being banned, and I. How does that? I mean, I see people are protesting saying, you know, this is going to be my livelihood you’re taking away and this and this and that. Like, how do you feel about that? Like, how does that affect you in any way?

Cam Jimenez: [00:11:19] It doesn’t because there’s a lot of platforms that you can always post in. Uh, so it’s not like you don’t if you’re someone who has older content on TikTok that might affect you, remind you. The CEO of TikTok said, we’re not going anywhere.

Lola Okunola: [00:11:34] Oh, okay.

Cam Jimenez: [00:11:36] And he’s sound very sure of it. So really, that’s going. But, uh, that’s one of the things that we tell our clients is like, always try to, um, just build a list of emails because, yes, if you’re relying on Instagram or Facebook or TikTok and for whatever reason, your account gets banned or it gets suspended or TikTok gets canceled, yeah.

Lola Okunola: [00:11:58] You lose everything. So have multiple, um, advertising. So if you.

Cam Jimenez: [00:12:03] Have an email list, that’s something that you’re always going to be able to control. And you can always send like email marketing videos and email, uh, campaigns to that audience. So it’s it’s very important to keep those emails.

Lola Okunola: [00:12:14] Okay. Well, um, so let’s I mean, I’m let’s talk together. I mean, I know Joanna, I mean, realtors use videos a lot. They use videos for marketing the property and then even marketing themselves, like, I’ve seen so many videos, whether it’s on LinkedIn or Instagram or wherever, where, you know, they’re giving tips and you know, about real estate and whatever it is, um, you know, how do you feel like you and cam could work together or like, you know, what are some things that you can, you know, offer to cam? Like I always try and see how we can all work together because at the end of the day, this is a chamber. And, you know, we’re all members and, you know, the the objective is to help each other so.

Johanna Stanley: [00:13:02] Well, definitely. Yeah. Like we I wouldn’t want to be a secret agent. You know, you have to market ourselves, go out there and just, you know, show our the best part of us, you know, like who we are. There’s no what what we do but how we do it. You know, uh, people wanted to get to know us and kind of build a relationship. And the more you market yourself through video, social media, I feel like people feel like they know you. Yes, they know you more. Yeah. And it’s not to make it all about the business, because really, in reality, people don’t really care so much. I mean, like, okay, you’re bragging a lot now, you know, um, it’s they wanted to know you. What do you do. Mhm. Um, what’s your value. What the value you bring for them. Mhm. Um they don’t really, they don’t care so much about your, my life or anybody’s life you know. So I feel like we can uh the best way of helping you know for me I will I need definitely sometimes like the um, you know guidance of what the strategy is because it’s, and it’s constantly changing.

Lola Okunola: [00:14:03] So this week, this hashtag might be the one or this keyword might be what you’re supposed to use. And then next week it’s something else. So it’s good to have someone to guide you, like you said.

Johanna Stanley: [00:14:14] Exactly. Like I, uh, a couple of days I learned about the thread thread, something like that. I mean, like thread. Yeah, threads. I’m like, what is that? Like, what does that do? I mean, another thing, you know, another app and it keeps going. So it’s like, and you.

Lola Okunola: [00:14:28] Have to be there.

Johanna Stanley: [00:14:29] You have to.

Lola Okunola: [00:14:30] Have a presence everywhere.

Johanna Stanley: [00:14:31] Absolutely. So definitely that would be the benefit for me from com would be yeah. What’s coming up. What what’s new. What’s trending. What. How can I present myself. How can I be less boring. Because yeah, you cannot be like you say when you say, oh, my name is Joanna. I mean, really, your name is on the top of your page. You don’t really need to say your name. They most likely they already know you. So it’s just, how can I start? What’s the best word? The catchy word. Yeah. So, yeah, I need sometimes ideas for that. It’s. Yeah.

Lola Okunola: [00:15:03] Just hard, like you would think someone looking for a property they want to know. Okay, where is the best school district? Right. If they have kids. Yeah. That that helps them to determine where they want to live. So maybe tips on schools, you know, or just a video on, hey a list of 1 to 10 here. Here are the schools in Georgia for instance. And here’s how they rank.

Johanna Stanley: [00:15:27] Usually as a realtor, we are not allowed to kind of steer our clients to certain area. That’s really.

Lola Okunola: [00:15:34] Yeah, that is just I never knew that.

Johanna Stanley: [00:15:37] Yeah. We’re not we’re not allowed. Yeah. You’re not allowed to stir people to stay in certain area. So what I would do though, I will give them the website where they can go and do their due diligence, their research. Interesting. They got to go and they find something with crime. I cannot tell them, okay. You cannot go to this certain area because it’s not I’m not. That’s just not.

Lola Okunola: [00:15:58] Oh, that’s. That’s a good thing for us to know.

Johanna Stanley: [00:16:01] No, no. For us. Yeah. So we usually we can, you know, give them the sources, you can find yourself, and then you can make a judgment for yourself, you know? Okay. Um, and they tell us what to do. I mean, they so that’s different when they, uh, he’s hiring me to help them find their job, their home. But, um, I cannot steer them in any directions at all. So yeah, okay.

Lola Okunola: [00:16:27] That’s good to know. But I’m sure cam knows how to get around all of that and how to, you know, other ways that are legal and ethical for you.

Johanna Stanley: [00:16:36] To exactly as long as it’s within the parameters, you know, illegal, then it’s not going to affect my license and stuff or get me in trouble for sure. Okay. That’s something that I’ll be open to. Yeah, absolutely.

Cam Jimenez: [00:16:50] So that’s something that we’ve talked to, we’ve worked with I mean, I don’t know how many realtors in the Atlanta area. There’s been a lot of them. And that’s something that comes up like when we tell them, okay, let’s do a video about crimes and, you know, like different school districts. And they always say that not allowed to say that because like Joanna just said it, you cannot tell them where to go. Like you’re going to help them fight the find the house but not tell them exactly where to buy. Uh, so, like Joanna mentioned, there’s things that you can say, like in the first few seconds of the video, are you thinking about relocating to Georgia or Atlanta specifically? Here are a couple of resources or websites that you should check, and then you can do some due diligence. You know, just do some research and that’s going to help people. So what we want with these videos is for people to like them, comment on them and share them or save them. Yeah, that’s what’s going to tell the algorithm okay. There’s something good in here. Mhm.

Lola Okunola: [00:17:44] People like it.

Cam Jimenez: [00:17:45] Show this to more people.

Lola Okunola: [00:17:46] Yeah.

Cam Jimenez: [00:17:47] So that is it. And going back to the threads that Joanna was saying and that you were saying like you have to be everywhere. One thing that I tell people is like don’t try to be everywhere, just pick a couple of platforms. Mhm. And just be really good.

Speaker5: [00:18:01] Really.

Lola Okunola: [00:18:01] Active there.

Lola Okunola: [00:18:02] Okay.

Cam Jimenez: [00:18:03] Because if you want to be active on Twitter threads, Instagram, TikTok, LinkedIn, Facebook, Instagram, I mean you need to have a huge marketing team.

Lola Okunola: [00:18:11] Yeah it’s a lot.

Cam Jimenez: [00:18:13] And and every platform needs some type of different content and the format and it’s different. So just pick a couple, master those. And once you grow in those, those platforms then you can try to, you know, just segway into your platform.

Johanna Stanley: [00:18:28] Yeah. Because like you got uh, as a realtors, we got to use each platform as a, as a source of, uh, you know, like follow up as well. We cannot just have the we have to have a purpose behind each video, whatever we are promoting. Um, we got to have a strategy so we can follow up with possible clients, you know, um, and stay, uh, very top of mind for, for the people that we are in touch with them with in a daily basis. So it’s not just like, oh, I post a video and that’ll do it. No. You got to also comment on people follow up like send a text message and hey, how’s it going? You know, just keep that relationship going. Because at the end of the day, it’s not how much what you say, it’s just the relationship, the trying to build what really makes. Because you really don’t know people, don’t they? Right now that so many people don’t need a home, but things change the next day or next week. Maybe it’s their.

Lola Okunola: [00:19:27] Neighbor, maybe it’s somebody else.

Johanna Stanley: [00:19:30] So that’s why we really has to be, you know, on top of mind of, you know, for them, um, whenever they need, they’re ready.

Lola Okunola: [00:19:37] You want to be that person when they need that service. You they you want them to think. Joanna, I just saw her yesterday on online talking about real estate or something. I get it, that makes sense.

Cam Jimenez: [00:19:50] And it’s the same thing with email marketing. So a lot of people say like email marketing is not as effective because people are getting hundreds of emails every single day. But going back to what you just said, when you get to that point, like, hey, I need to buy a house, or I know someone who needs to buy, hey, this girl Joanna has been hitting my email every single day. I might not read all of your emails, but I know she. But I.

Lola Okunola: [00:20:12] Know she’s out there and she’s doing it every day.

Cam Jimenez: [00:20:17] So you’re like top of mind.

Johanna Stanley: [00:20:18] Yeah. That’s that’s that’s that’s the goal.

Lola Okunola: [00:20:21] That’s the goal. And cam certainly makes sure that you’re top of mind whatever industry you’re in. Wow. Well this has been a great conversation. Um thank you. Thank you so much for coming. Um, with that we’re going to close out the show again. I’d like to thank Corp Care for being the sponsor, and I’d like to thank you, cam, for sharing all of your information about, um, social media strategies. And thank you personally for what you do for this chamber. And, Joanna, thank you for all that you do in the community and all you’re doing with real estate. We’re really happy that you came to share. Um, yeah. Your websites, give us your websites and how can people contact you? Okay.

Johanna Stanley: [00:21:07] So yeah, my website, it’s Joanna stanley.com. Okay. And uh, my social media, I don’t know you would you how do you have a way to share it.

Lola Okunola: [00:21:17] And we will share it in the email. But go ahead and say for those that are listening, huh?

Johanna Stanley: [00:21:22] Joanna Stanley G a realtor that would be my. I, um, Instagram. Okay. And for my last Johanna Stanley, um, realtor g a realtor. It’s for my Facebook as well. Okay. And my phone number (203) 687-9038. I know it’s from Connecticut. A lot of people is like.

Lola Okunola: [00:21:43] You’re gonna have to get a 404 or A77 0 or 6 seven eight something.

Johanna Stanley: [00:21:47] I don’t want it. I can’t, because then I will lose all, you know, like the people that already know me. You know that. So it’s like, I feel like that’s, um, more, you know, how do you say it’s like. It’s, um. I. They already know me. That’s my story. I don’t want it, you know, change it for unless I have to. Um, but, I mean, I mean, it works. So far, it’s been working. So I’m going to keep the 203.

Cam Jimenez: [00:22:11] And get a second phone and slowly transition into the 404.

Johanna Stanley: [00:22:16] Maybe, I don’t know, I just like, you know, it’s funny because my mom I don’t know why she has two phones and I’m always like, what are you think you’re a president or something? Why do you have so many phones? They have.

Lola Okunola: [00:22:27] Apps now where you you can have a whole nother line.

Johanna Stanley: [00:22:31] I guess. So, I don’t know, I have to think about that.

Cam Jimenez: [00:22:35] Google voice.

Cam Jimenez: [00:22:37] You can get a phone number and it’s free. Yeah.

Johanna Stanley: [00:22:39] See the thing is like, I feel like there’s for us as a realtor, we have so much to handle and platforms and stuff like, I feel like my direct phone number is the best way for me to stay in communication with my clients. I know for a fact that I’m going to reply and, you know, like reach back to them if I miss a phone call. So that’s why for me, like it don’t bother me, like call them later or if I if I can pick up at the time, I will do it. So it’s just I need to have that. Maybe that control. Okay. Sorry. That’s not bad.

Cam Jimenez: [00:23:13] That’s fine.

Lola Okunola: [00:23:13] Cam, how can our listeners reach you?

Cam Jimenez: [00:23:16] Um, so I’m on Instagram and my handle is at my social fourbis. So that’s going to be the number four. Okay, guys. So it’s the short form for business. And my website’s my social for business. Com.

Lola Okunola: [00:23:33] All right. Thank you again. We’d like to thank our sponsor Corb Care for supporting this podcast. And to our listeners, if you’re interested in becoming a chamber member or have any questions, don’t hesitate to reach out to us. Stay tuned for future episodes where we’ll continue to shed light on our chamber members businesses and create opportunities for growth and collaboration. Until then, stay connected and stay well.

BRX Pro Tip: Appreciate What You Have

April 30, 2024 by angishields

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BRX Pro Tip: Appreciate What You Have

Stone Payton : [00:00:00] Welcome back to Business RadioX Pro Tips. Stone Payton and Lee Kantor here with you. Lee, this topic’s, I guess, it’s more around mindset or framing your reality, but there really is some wisdom in appreciating what you have, man.

Lee Kantor: [00:00:18] Yeah. A lot of times we feel like we’re on this hamster wheel and then we just are not making any progress. And it gets frustrating and you get burnt out and you’re kind of angry at the world and you get into – sometimes people get into depressions over this stuff. But it’s important to just periodically take a moment and just appreciate all that you have and that you’re – a lot of times you’re not really understanding the – you’re not giving yourself the perspective that it takes to understand all the stuff that you do have and just start appreciating.

Lee Kantor: [00:00:51] You know, if you start listing everything that you have, all of the good that you have, you know, from food on the table to having clean air, clean water, your family, all this stuff that you have, people that care for you, you realize you have plenty. And especially in America, we’re such an affluent country that we forget that we do have so much and that we don’t – you know, we see all these other people who have more, and we think that we’re falling behind that we’re not achieving enough.

Lee Kantor: [00:01:21] And then we moved the goalposts. You know, if you think back to when you were younger of what you wanted out of life and then what you have, you know, a lot of times you have more, way more than you could even imagine and wanted as a young person. And obviously, there’s always new mountains to climb. And you want to just, you know, obviously be the best you can be.

Lee Kantor: [00:01:43] But if you don’t appreciate the journey and your progress, you’re never going to be satisfied no matter what you’re doing in life. So, it’s important to just appreciate what you have, and life is hard enough so just start appreciating things.

BRX Pro Tip: Before Your Next Big Decision

April 29, 2024 by angishields

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