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BRX Pro Tip: Grow the Pie, Don’t Fight for Slices

January 28, 2026 by angishields

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BRX Pro Tips
BRX Pro Tip: Grow the Pie, Don't Fight for Slices
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BRX Pro Tip: Grow the Pie, Don’t Fight for Slices

Stone Payton: And we’re back with Business RadioX Pro Tips. Stone Payton and Lee Kantor here with you. Lee, I want to chat a little bit about an idea, a piece of our ethos, a part of our value system that is just so critical to the success of our clients, our studio partners. It’s this abundance mentality.

Lee Kantor: Yeah. I think that a lot of people, their go-to move is to look at things as a zero-sum game, that your win is my loss; my win is your loss. And it just doesn’t have to be that way. You can look at the world as this giant pie that you just want to keep growing, rather than having us just fight for another slice or a bigger piece. It doesn’t have to be that way. You’ve got to stop obsessing over just what exists today and start thinking about how you can create new value tomorrow so that everybody can win.

Lee Kantor: In business, this is the difference between the people that are just always kind of fighting these internal turf wars or these price wars, or these kinds of roads to the bottom that really aren’t helpful, and they’re really not encouraging that kind of growth in the positivity that we’re trying to achieve here in our lives and in our businesses.

Lee Kantor: So, if you start kind of focusing in on building new products, opening up new markets, finding new partnerships that expand revenue for everybody, rather than just squeezing your customer for a little bit of higher price or a little bit more margin, look for ways to solve bigger and more painful problems so that everyone’s happy to pay a little more because they’re getting a lot more value.

Lee Kantor: You know, it doesn’t have to be a situation where you look at things with this zero-sum game mindset. It doesn’t have to be that way. Whenever something comes up, and you’re looking at it in, okay, our win is their loss, just try to reframe it and say, “How can we make this pie bigger instead? What do we have to do to create more value? What can we do? What’s in our control?” And just asking this question alone is going to lead to more innovation and better relationships. And a lot of times, more profit than just fighting over the crumbs that are in that one pie.

From Introvert to Influencer: How the Business RadioX® Platform Empowers All Personalities to Connect

January 28, 2026 by angishields

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From Introvert to Influencer: How the Business RadioX® Platform Empowers All Personalities to Connect
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In this episode of Scaling in Public, hosts Lee Kantor and Stone Payton are joined by coach Maggie Ishak to discuss the Business RadioX’s unique methodology for helping studio partners rapidly grow their networks through podcast interviews and community engagement. They explore refining their messaging, accelerating partner success, and leveraging relationships with chambers of commerce and coaching organizations. The conversation highlights the platform’s appeal to both introverts and extroverts, the value of authentic connections, and strategies for scaling impact, ultimately emphasizing how their turnkey system enables partners to achieve tangible results within 90 days.

Maggie Ishak is a Certified Focal Point Business and Executive Coach and a Certified Trust Edge Partner.

Maggie has a passion for working with female business owners and leaders to transform the way they run their organizations — shifting from overwhelm and reactionary to operating with clarity and control. Through proven frameworks and practical coaching, she equips her clients to accelerate growth, strengthen profitability, build engaged teams, and reclaim balance in their personal and professional lives.

Before launching her coaching practice, Maggie enjoyed a 28-year corporate career at Michelin North America, holding senior leadership roles including VP of Supply Chain, VP of Operations, and Director of Customer Experience. She left a lasting impact not only on the business results but also on the teams she coached and the customers she served.

Maggie has a BS in Chemical Engineering from MIT and an MBA from Wake Forest University. She lives in the Atlanta area with her husband and three teenage sons.

Episode Highlights

  • Unique Business RadioX® platform methodology for network and pipeline growth
  • Importance of refining messaging and value proposition for studio partners
  • Rapid results and tangible outcomes for new partners within 90 days
  • Strategies for effective community engagement and relationship-building
  • Challenges and opportunities in pricing and growth strategy
  • Leveraging partnerships with local chambers of commerce
  • Identifying ideal studio partners who align with core values
  • Addressing the needs of introverted business owners in networking
  • Differentiating between virtual and in-person podcasting experiences
  • Emphasizing the emotional and practical benefits of the platform for business growth

Transcript-iconThis transcript is machine transcribed by Sonix

 

TRANSCRIPT

Intro: [00:00:08] Broadcasting live from our flagship studio in Atlanta, Georgia. This is scaling in public. The next 100 Business RadioX markets, featuring founders Lee Kantor and Stone Payton, along with some of America’s top coaches, helping them grow the network with real strategy, real lessons, and real accountability all shared in public. To learn more about the proven system that turns podcast interviews into a perpetual prospecting pipeline through generosity, not gimmicks, go to Burks Intercom and download the free Business RadioX playbook. Now here’s your host.

Stone Payton: [00:00:56] Welcome to another exciting and informative edition of Scaling in Public. Lee Kantor, Stone Payton here with you. Please join me in welcoming to the broadcast our coach for this session, Maggie Ishak. How are you?

Maggie Ishak: [00:01:09] I’m good. How are you, Stone?

Stone Payton: [00:01:11] I’m doing well. Really been looking forward to this session, and I’m going to turn it over to you and let you do your thing.

Maggie Ishak: [00:01:16] Likewise. It’s great to actually be with both of you. Um, here, look, I’m looking forward to this. So I want to pick up where you left off with Todd in session number two around your unique approach. So tell me what’s what’s been percolating in your minds about your unique approach since that conversation? And maybe how has that changed your thinking towards this goal to 100 studio partners?

Stone Payton: [00:01:45] Well, for me, I don’t know that it’s changed my thinking as much as it has just reinforced some really closely held beliefs. So we may need to work on that. But I walked away from that session just thinking about the way we approach leveraging these tools, the methodology, the opportunity to give people, uh, this platform to share their story and promote their, their work the way we do it still, to me, to this day, and we’re 20 plus years into this, other people who are using some of these same items, you know, and recording conversations, I don’t think we’re doing it at all the way they are. And maybe we’re just not, uh, articulating that clearly enough or enough, and maybe we just got to get a lot better at that. I mean, these most I can’t find anybody that’s doing it the way we’re doing it.

Maggie Ishak: [00:02:43] I agree, I don’t think there is anybody doing it the way you’re doing it. Um, Lee, how about from your perspective?

Lee Kantor: [00:02:49] Um, my biggest takeaway was, um, kind of what Stone was saying in that I don’t think we’re doing anything wrong in terms of our methodology. What I think we’re doing wrong is not articulating how quickly we can get somebody going and seeing tangible results. And that was what I started working on immediately after. I was like, okay, let me break down our process and let me start building playbooks to get people to see results as quickly as possible. And that, that that was my big epiphany moment from the work with Todd, because I think that is something we’re lacking. We take for granted a lot of the methodology that we do and the work that we do every day to kind of fill our pipeline. And I don’t think that people realize that they can be filling their pipeline as easily if they could leverage a platform like the Business RadioX platform.

Maggie Ishak: [00:03:48] Okay. All right. So that’s where we’re going to be talking about today is kind of the value that you bring to your clients and how to articulate that. So thinking about that topic, by the time we’re done, uh, in whatever the 30, 45 minutes that we’ve got today, what would be an ideal outcome for you as you think about the value that you bring?

Stone Payton: [00:04:08] So for me, specific language, or at least a path to specific language that is succinct, that can communicate very quickly, uh, at least enough of the idea, enough differentiation from what people think they know about this platform or what they have seen, or what their nephew’s podcast is like enough for them to want to know more, to have a deeper conversation. If I could walk out with that, uh, then I would feel I would feel like we’ve really made some real strides.

Maggie Ishak: [00:04:38] Okay. That’s great. Lee, how about you?

Lee Kantor: [00:04:40] Yeah, it’s. I think we’re working on this clarity of messaging so that we can communicate our value proposition as quickly as possible so people understand, Um, what we do, why we do it, and how it works faster. And I think one of our challenges is that in a studio environment like we’re in now, it’s it becomes clearer what we do and why it works and how a person could benefit if they viscerally feel what happens in a studio where most of the work we’ve been doing lately is virtual, where that’s a little trickier and they don’t. It’s hard to differentiate what we’re doing in a virtual setting as to what we do in an in-person setting.

Maggie Ishak: [00:05:24] Okay. Got it. All right, so, Lee, I want to come back to a point you made just a couple of minutes ago around how quickly you can get studio partners ramped up and seeing some value. What do your studio partners see in 90 days?

Lee Kantor: [00:05:38] In 90 days, they see quite a bit. Um, and I think Stone’s a better person to illustrate this, because he moved to this community, this studio that we’re sitting in now. We both started out. He was in East Cobb and I was in Sandy Springs. He moved up to Woodstock and and he kind of started from scratch. Woodstock, you know, is, you know, where it is relative to Atlanta. It’s it’s it’s not it’s not nearby.

Maggie Ishak: [00:06:03] Right.

Lee Kantor: [00:06:04] It’s part of the metro Atlanta. But that’s, you know, kind of being generous. So, Stone, why don’t you share about how quickly leveraging this platform enabled you to kind of immerse yourself in the business community?

Stone Payton: [00:06:17] Sure. And had I come here two years prior, I would have come and gotten this space and then followed our methodology to build things out. We were kind of on the heels of Covid when we moved here. And so I did develop some degree of comfort doing some virtual interviews. So the way I decided to launch was we already had a home bought here, but we were still in the home in East Cobb. So I started Cherokee Business Radio as a virtual show to get my first 10 or 12 interviews. And so I reached out using our processes to invite people to come on the show, share their story, promote their work. Of course, as always, people are like, yeah, what do I gotta do? I’d love to come on and talk about me, you know? And so I had a dozen interviews with local Woodstock and Cherokee County people already in the can by the time I got here. Right. So because I’m inviting them on the show, I’m doing all the things that we that we do. And then so once I got here, I already had some momentum. And then when I reached out to those people again to tell me, you know, to recommend other people that we should maybe have in the studio, they were thrilled that we were here, that we had the studio.

Stone Payton: [00:07:25] And then from that point, I invited people to come on Cherokee Business Radio and, you know, be right here at the Innovation Spot in the studio. So I got going very quickly. And it’s going to it’s going to sound like I’m on my soapbox, but I also just I followed our methodology to the letter. You know, I invited people the way we recommend that you invite people. I said things before we went on air that we recommend you say to people before we go on air. I conducted the interview, including all of the hosting mechanics that we’ve refined over the last 20 years, in that exact way. I didn’t try to get creative. I just followed the methodology. And in the span of a few weeks, I had a handful of clients. I had a great reputation when and I’m not a networking guy because for a lot of reasons. But I don’t need to be a networking guy because I have this. This is my net, this is my network thing. But there was one group that I wanted to go check out, Young Professionals of Woodstock. It’s when all this young folks get together on Thursday morning. Maggie, uh, I don’t know why they let me in, but when I walked in, I was a known quantity.

Stone Payton: [00:08:32] I was just boom, right out of the box. You know, you join a networking group or something, it takes you a while. You probably ought to volunteer. You might want to help out on the events and all that. I was a known quantity right out of the box. And so it just all happened very quickly. And now I’m what, three, three and a half years in. I mean, everybody knows Stone. I know every bartender in town, of course, but I don’t have to buy a drink if I don’t want to. And everybody knows that I’m a good guy doing good things. And yes, I, you know, in in concert with our methodology, I do make sure that I have prospective clients in the studio every week. But I also have, you know, the lady who runs the, you know, the flower shop or the nonprofit. So this thing of ours lets you be so nice, so often, so easy, so fast. And to me, if you can do that consistently, um, you can’t help but grow your business. And so that was my experience in getting this studio off the ground. And, uh, it was it just it’s it’s fast and it’s easy.

Maggie Ishak: [00:09:37] Okay. I want to repeat back some of the things that I’ve heard both of you say. So within 90 days have a steady stream of interested prospects, clients, and you don’t have to sell a thing.

Stone Payton: [00:09:55] Yeah, absolutely.

Lee Kantor: [00:09:57] 100%.

Maggie Ishak: [00:09:58] And Stone, you said it made me be known. So easy, so nice, so often, so fast. What would somebody have to pay for that? I’m not talking about your your partner fees. What would what would that cost somebody doing it in another way?

Stone Payton: [00:10:17] 2 to 3 years. It cost them time.

Maggie Ishak: [00:10:20] Absolutely. Well. And money.

Stone Payton: [00:10:22] And money and all.

Maggie Ishak: [00:10:23] Networking fees and buying people coffee and lunch and.

Stone Payton: [00:10:27] But to me, the big price is time. You know, you might could get to my reputation and my networking in this area, um, a different way, but it’s going to take you 2 or 3 years that, that I got to 290 days. Absolutely. No question.

Maggie Ishak: [00:10:44] So I’m going to flip the script for you a little bit. So I started my business a couple of years ago, and I’ve been joining the bass, joining the associations and joining a number of other networking groups and volunteering to do things and taking people to lunch. And it has taken me time. If you had told me two years ago, I could have gotten exactly where I am today, 90 days from when I started with a much smaller investment and a lot less headache, I would have said, sign me up.

Stone Payton: [00:11:19] Well that’s encouraging. That’s that’s great. But let me ask you this. You’ve actually been in the studio as a guest before. You’ve gotten to know us a little bit. You know, other people that are affiliated with us and doing great things, you know, like in Houston.

Maggie Ishak: [00:11:32] John.

Stone Payton: [00:11:33] Ray and Tricia. Uh, but if you didn’t have the benefit of all that, does it maybe sound too good to be true, though, does it? I mean, is it because I mean this, I know this, I know a lot of coaches, consultants, fractional execs, all these people in the professional services arena. And I feel like, you know, for so much of their career, they’ve been scratching and clawing to build these relationships. It’s hard. And then I come along and say, well, you know, just take this little red pill and you don’t have to do all that. Does it sound too good to be true?

Maggie Ishak: [00:12:01] Maybe a little bit. But I will tell you, there’s a lot of other organizations and people out there with other offers that also appear too good to be true. And in my mind, some of it is kind of the what you put in versus what you get out. Right. So you could tell me, come be a studio partner, and if I don’t follow your methodology and use your script and use your process, I may not get the results that you promised me.

Stone Payton: [00:12:32] Yeah, you won’t, you won’t. And that’s another question. I don’t know if it’s for this session or not. I think Lee and I were such, um. I don’t even know what the label for it is, but we’ve been we’ve pretty much said, here’s our best practices, here’s our methodology, here’s what we know works. Uh, don’t break a couple of rules over here that these are non-negotiable. But here’s what we recommend. But you be you and go do your thing. And so there’s part of me that wonders if we shouldn’t be a little more stringent and say, no, this is the way you got to do it, at least for a while. Um, because because, no, they’re not going to get the results that they do it their way. At least that’s my experience so far.

Maggie Ishak: [00:13:06] Okay, so let me let me maybe turn this a little bit and think about of your existing studio partners, what makes a good one. How would you define a good studio partner.

Lee Kantor: [00:13:19] One that really immerses themselves in the business community?

Maggie Ishak: [00:13:22] Okay.

Lee Kantor: [00:13:23] Like they have to kind of be all in in that they have to say, okay, I really believe it’s important to serve the business community. I believe that, um, by supporting and celebrating business, That’s good for the community, and it’ll be good for me if they want to do this in a transactional manner, like what’s in it for me? How can I make money off of you? Um, it’s not going to work. I mean, you have to have a heart of service if you want to do this, and it can’t be a transactional experience. It has to really be an experience where you’re trying to serve and just kind of, oh, by the way, this is what I do. And and maybe there’s a fit and then maybe we can work together rather than, I did this for you. Now I need you to do this for me. It can’t be a quid pro quo relationship. It has to be. I’m here to serve. And this is how I serve. And if we want to work together, that’s great. But if we don’t, that’s great too. And I just want you to win. And I think you can win with me. But I’m not going to say you have to win with me. You do you. I’m going to do me. And I believe if I’m relentlessly doing this service, I’m going to win. Enough.

Maggie Ishak: [00:14:37] Okay, so thinking back to your discussion on your ideal client profile. And what are those maybe attributes? Lee I think that’s super important, what you just described. You’re looking for.

Lee Kantor: [00:14:51] Servant leaders, right?

Maggie Ishak: [00:14:52] Yeah. But that align with your values 100%. And I would expect that you could see evidence of that from these prospects before you even have a conversation with them. So I’m going to go back to two sessions ago. One of the things that you were talking about was not wasting your time with those who may not be a fit and trying to recognize that upfront. So it’s have maybe I want to ask this the other way, have you run into people that have been interested in you, but then you kind of get this, hmm. I’m not sensing there’s a fit here because maybe they are too transactional, or they are looking for a get rich quick scheme, or they’re looking for, you know, the magic pill, right?

Lee Kantor: [00:15:34] If somebody I mean, one of the clues for me at least, is I’m doing this because I want to be famous and this is about me. And then my guests are just props for to make me look good. They’re not going to be a fit for what we’re trying to do. If you want to to do a podcast or you want to have a show that makes you the smartest person in the room, do that on your own. You don’t need us to do that. If you want to do a show that grows your business, that serves your community, we can help you there.

Stone Payton: [00:16:03] Yeah, I think that’s incredibly well said. I you’ve heard me on my soapbox a little bit on in terms of, uh, repeatable processes and transferable tools for key tasks. But I think also at the heart of it is someone who is willing to take personal accountability for helping the client get another client, like they really are invested. Like, once they do get the business in helping the client get another client that that is a theme that runs through our everything we do. And I think our, our, our values are in complete support of that.

Maggie Ishak: [00:16:38] Okay. Okay. So let me ask this question for your existing partners. If Business RadioX went away tomorrow. What would it cost them to rebuild?

Lee Kantor: [00:16:53] Well, they’d have to create their own platform to get the word out. And the benefit of working with us initially is super obvious, because they get to come into a market that doesn’t have us, and all of a sudden has us, and then they get to use the halo effect of our brand and our website and all of the content, the 100,000 interviews we’ve done as a backdrop to them. So they get to start with a running start rather than from square one start. Uh, number two is they lose the infrastructure. They’re going to have to replace the infrastructure to help them publish, distribute, edit all the stuff that it takes to execute the the work that we do. So they’ll have to rebuild that. I mean, that’s in terms of hours. It’s dozens of hours, if not thousands of dollars. Um, and then they would have to replace this kind of if they were, they’d have to replace the methodology that we use to get that next guest. So they’d have to, you know, build that from scratch on their own as well. So it’s a matter of time, money and systems that we have and we’ve been doing and honing over the years, that’s today. But then they’d also lose our brainpower that we’ve been leaders in this, in this kind of niche for 20 years. We’ve been doing this for decades. So they lose any future, you know, brilliance that we come up with down tomorrow.

Maggie Ishak: [00:18:20] Okay, Lee, I know pricing is is something that we eventually want to, um, have a conversation about. Start doing some math in your mind of all those things that you write.

Lee Kantor: [00:18:29] I mean, it’s thousands of dollars. I mean, they’d have to get new virtual assistants to execute. They’d have to get new systems. They’d have to host the the content somewhere. You have to put the content somewhere. You have to then distribute the content. You have to, uh, you have to edit the content like it’s either going to be you or you’re going to hire someone to do that. So at some point they’re going to have to write checks or buy subscriptions to, you know, 20 different services in order to just do one show.

Stone Payton: [00:18:59] And or decide, okay, that’s not going to work either. So now I got to come up with this whole other approach of building real relationships real fast, and there may be some other ways to do that. I’m not aware of them. Um, so they would have to go figure that out if they just said, okay, I’m done with this set of tools. We did. You know, I, I don’t know, I don’t know, I don’t know what they would do.

Maggie Ishak: [00:19:22] Okay. So how does that make you think about your offer for studio partners and the pricing that you’ve currently got and the value that you’re giving them.

Stone Payton: [00:19:34] Well, it makes me think that we maybe should revisit it. We might need to consider making the, um, the price higher. A couple of things that are a challenge in that regard is actually our business. If you look at our business model, our existing pricing, if we can get 100 studios next year and then build to the 1000 studios that we want, we make plenty of money. So we don’t really need the pricing to make the money. I just wonder sometimes if we need higher pricing to to to be consistent with the value story that we, that we have. Um, it and I would, you know, I’d rather have 100 studios at the existing pricing than 50 at double the price. At the moment I’m more interested in the 100, and maybe that’s the wrong way to see it. Maybe I should be more interested in 50. At double the price, I don’t know.

Maggie Ishak: [00:20:25] What is your ultimate goal?

Stone Payton: [00:20:27] A thousand studios, a thousand people out there, using this platform to help them grow their existing business, and being in the Business RadioX business of serving their community and helping other people serve their clients.

Maggie Ishak: [00:20:42] Why a thousand?

Stone Payton: [00:20:43] We just. Well, actually, Lee’s done some math on it. I’d like to just because it’s a nice round figure.

Lee Kantor: [00:20:48] So the the rationale behind a thousand is there’s around 8000 chambers of commerce in America right now. And, um, I mean, that number may be plus or minus, you know, 500, but say 8000. And, um, I believe that there should be a Business RadioX supporting and celebrating the work of the top 15% of the most active chambers in America. And that would be good for those, um, a thousand markets if they had a media property out there telling the stories of the businesses in those markets, and that would help those communities. It would help the American economy, it would help all those entrepreneurs. So that’s where that came from. It’s the 80 over 20 rule, basically, of saying that we should be in the top, you know, 15, 20% of the markets that are out there.

Maggie Ishak: [00:21:42] Okay. So I have a question. You’ve been talking about working with coaches and consultants and and other genres of businesses. This is the first time I’ve heard you talk about chambers and using this tool as a way to support local business through the chambers.

Lee Kantor: [00:22:02] The chambers of commerce are an important component of our business. I mean, my studio in Atlanta, in Sandy Springs is in the Greater Perimeter Chamber of Commerce. I mean, I work arm in arm with the Chamber of Commerce. We’ve worked arm in arm with the Metro Atlanta Chamber of Commerce and with the business associations that touch Atlanta since our inception. I mean, so yes, chambers are an important part of our go to market strategy.

Maggie Ishak: [00:22:29] Okay. But thinking about the value that you bring to these potential studio partners, how could you leverage leverage Chambers to help you with that?

Lee Kantor: [00:22:39] Well, we work all of our studio partners have a relationship with their chamber of commerce. I mean, they all, um, a lot of.

Stone Payton: [00:22:46] Them have shows.

Lee Kantor: [00:22:47] Right, that are.

Stone Payton: [00:22:49] Have like a chamber show. And then they’re very involved with the chamber. And their positioning within the chamber is very differently, very different. And again, fast. Right. Because if I’m going to let the chamber come in and do a monthly show to celebrate its members and all that kind of stuff, then I’m probably going to be on the Jim Jam level of the board or whatever, you know, the Golden Circle or whatever they call.

Lee Kantor: [00:23:11] It, right? We don’t look at chambers as a way to make money. We look at chambers as a way to just enhance our, positioning within the community. So the chamber becomes our partner and they become a path to their members, because they’re going to invite their members on the shows that we’re going to help kind of co-produce together.

Maggie Ishak: [00:23:33] Right. So where where my brain went though, was you’re on this path to a thousand.

Stone Payton: [00:23:39] Mhm.

Maggie Ishak: [00:23:40] There’s 8000 chambers out there. Right. You want to target the top 1,520%.

Lee Kantor: [00:23:45] Right.

Maggie Ishak: [00:23:46] What’s stopping you from going directly to those chambers to find your next. Nothing stops.

Lee Kantor: [00:23:54] There’s nothing stopping us from doing that. It’s just that in order to. We need boots on the ground in the market. Like we can have a conversation with the Memphis Chamber of Commerce tomorrow. Stone and I, we can have a conversation with any chamber of commerce in America tomorrow. That’s not.

Stone Payton: [00:24:14] And we can have them on the air tomorrow.

Lee Kantor: [00:24:15] Right. We can be interviewing them.

Stone Payton: [00:24:17] So I have an analogy for this, and my analogy for the way we’ve tried to approach it so far, because the growth that we do have, and I mean, we shouldn’t be ashamed of the growth. We just we should have. We feel like we should have done a lot more, a lot faster. But because, like, if we do want to have a conversation with the Memphis Chamber, it’s a phone conversation and then it’s a virtual interview, right? I’m not going to hop on a plane and go down. Or maybe I should, I don’t know, but I feel like I’m hopping in a rowboat, rolling out to the middle of the bay, and then trying to sell somebody an outboard motor. Because, you know, the whole interaction with the Memphis Chamber is this virtual interaction that looks and smells a little bit more like their nephew’s podcast. So that may be a barrier I’m building for myself, but I feel like there’s, you know, because if if we were interviewing, if we were at Memphis doing some, some work live, then yeah, I think they would be all over it. And believe me, we wouldn’t have any challenge getting them or their members on the air. But as far as getting.

Maggie Ishak: [00:25:14] Them a studio partner.

Lee Kantor: [00:25:15] And that’s the challenge is identifying that right? Human being in the local market that believes what we believe and that can execute what we recommend executing. That’s that’s our challenge.

Maggie Ishak: [00:25:29] So how have you found your existing studio partners?

Stone Payton: [00:25:31] Uh God bless Mike salmon, first guy we put out in the wild. Uh.

Maggie Ishak: [00:25:36] Who’s Mike?

Stone Payton: [00:25:37] His name is Mike salmon. He’s he’s our Gwinnett, um, studio partner for another week. Uh, that’s another story because he’s he has sold that business. Um, and he’s, he’s sounds to me like he’s got a really nice exit. And the guy coming in, he’s got a great deal. You know, he’s got a lot going for him. But, uh, Mike, you know, he’s just because of the work that he’s done in Gwinnett, you know, he he he introduced us to the guy who runs the Business RadioX in Gainesville, the guy who runs it in Jefferson County, the lady who runs the Cumming Business RadioX operation. Um, so.

Lee Kantor: [00:26:11] John Ray.

Stone Payton: [00:26:12] What’s.

Lee Kantor: [00:26:12] That? John Ray.

Stone Payton: [00:26:13] John.

Lee Kantor: [00:26:13] Ray North Fulton.

Stone Payton: [00:26:14] So Mike salmon. That’s that’s that’s.

Lee Kantor: [00:26:16] He has been with us for 13 years. And, um, he just is a true believer. And he’s that guy evangelized the value.

Stone Payton: [00:26:25] His value system is so wholly consistent with our value system. Right.

Lee Kantor: [00:26:30] And he came from a traditional broadcast background. So he understood some of the way that traditional broadcasting goes to market. And he incorporated some of that into his work in Gwinnett. And he’s really made a go of it and successfully has run a studio for 13 years there, and now has sold it to go and do what? He’s something else. Well, something that he’s always wanted to do his whole life. And now the opportunity has presented itself. So he’s following kind of his little kid dream.

Maggie Ishak: [00:27:02] So okay, so I’m going to repeat back what I heard, though, you had an existing studio partner that believed so strongly in what you do that he evangelized for you?

Lee Kantor: [00:27:12] Correct.

Maggie Ishak: [00:27:13] Okay. So what?

Stone Payton: [00:27:15] With generosity to his. His evangelizing was not based on. I’m going to evangelize so that Stone and Leo write me a check for getting someone else. He did. He did it because he’s Mike and because he believes like us.

Lee Kantor: [00:27:27] And his values were similar to ours. I mean, he was the right person for us to to kind of award the first studio to.

Stone Payton: [00:27:35] Yeah.

Maggie Ishak: [00:27:35] Okay. So I do know some of your other studio partners and I don’t know Mike, but the ones that I know have huge hearts, right. And very much believe in what they do.

Lee Kantor: [00:27:48] Correct.

Maggie Ishak: [00:27:49] So this may this may come across really, uh, I don’t know what the right word is here, but have you actually asked them for referrals for other studio partners?

Lee Kantor: [00:27:58] We have.

Maggie Ishak: [00:27:59] Okay. And how has that gone?

Lee Kantor: [00:28:03] We haven’t gotten as many studio partner referrals from anyone else other than Mike than Mike.

Maggie Ishak: [00:28:09] What differentiates Mike from your other studio partners? What makes the value for him?

Stone Payton: [00:28:15] He has a full head of hair, I tell you that. Good looking kid. You know, they’re all kids to me. He’s probably 40 something, but anyway. But what?

Maggie Ishak: [00:28:24] No, really. What differentiates Mike?

Lee Kantor: [00:28:27] I don’t know. I mean, I think his level of generosity is exceptional.

Stone Payton: [00:28:31] Which is one of our key values, by the way. Maybe our most important one, right?

Lee Kantor: [00:28:35] I mean, um, I, I don’t know. I don’t have a great answer for you.

Maggie Ishak: [00:28:44] Can I give you that as a piece of homework?

Lee Kantor: [00:28:46] Absolutely. Yeah.

Maggie Ishak: [00:28:48] What makes him different? And then maybe asking him what value he’s gotten and how would he characterize that? And maybe that’s what needs to be.

Lee Kantor: [00:29:02] Well, he’s.

Maggie Ishak: [00:29:02] Got.

Lee Kantor: [00:29:03] I mean, he I mean, I’ve been to his house when he bought his house where he lives now.

Maggie Ishak: [00:29:08] Okay.

Lee Kantor: [00:29:09] And he stood up in front of everybody and said, this is the house that Business RadioX built. And he said he wouldn’t be here any minute.

Stone Payton: [00:29:17] He meant.

Lee Kantor: [00:29:18] It. Right?

Maggie Ishak: [00:29:18] Does he have, like, a Business RadioX tattoo on him? Maybe.

Lee Kantor: [00:29:21] I mean, he is the. He appreciates us at a level. Maybe other people don’t appreciate us because he knew what it was like before us, and he experienced what it was like after working with us and some of the other people. I don’t know if they, uh, give Business RadioX the credit that, um, that maybe they should.

Stone Payton: [00:29:49] Well, and occasionally that happens at the client level, too, right? Right. You forget.

Lee Kantor: [00:29:54] I mean, I’ve had I’ll tell.

Stone Payton: [00:29:55] You.

Lee Kantor: [00:29:56] Specific examples. Um, because what we do every day is we invite people on shows, right? And that’s how we make our first impression, and we build a relationship. You know, one on one, face to face in this kind of studio environment. And then I’ve had, um, people, clients have a show, meet the person for the first time, build the relationship, and then they start doing business a year later and they don’t remember that they the first relationship began here. They think it happened because they kept talking to them over the next 12 months, and they forget that the first the reason they met was because we had a tool that helped them meet and build and start a relationship in a very organic, authentic manner. And sometimes they forget that, and sometimes they make that. They minimize that. And to us, the first relationship, the first conversation is the hardest one. And this tool allows you to make a lot of first conversations elegantly, in a service minded way, and sometimes you forget. And sometimes we have to do a better job as Business RadioX to remind people, you know, when we’re working with our clients, hey, you know, you didn’t know that person before, or here’s a list of all the people that you had on your show. How many of them are you doing business with now? Because when they come on a show, it’s not like they start doing business the next day. It’s not like you’re at the grocery store and you buy it. You see a snicker bar and you buy a snicker bar. This is something that could take months, and then all of a sudden you’re doing business and you kind of forget how you met.

Maggie Ishak: [00:31:42] Or they introduce you to somebody and it’s because of the show.

Lee Kantor: [00:31:45] But.

Maggie Ishak: [00:31:45] You forget that connections, right? Not obvious.

Lee Kantor: [00:31:48] Right. So that I think, sometimes hurts us because our system is so elegant and authentic that you kind of forget sometimes that without it, it was a lot harder to meet people. It was a lot harder to have those first conversations. It was a lot more awkward, or it felt a little salesy or inelegant, where in our situation it’s very authentic, it’s very elegant and it’s very service minded. So sometimes you just don’t connect the dots that it was this that really helped you kind of launch. It wasn’t kind of your charm and good looks.

Maggie Ishak: [00:32:23] Okay. Stone, did you want to add something to that?

Stone Payton: [00:32:26] No, I think he said it very well. So yeah, it does happen. Yeah.

Maggie Ishak: [00:32:30] Okay. So I’m going to maybe connect a couple of dots here and and throw out something for, for consideration. So think back to your conversation around your ideal client okay. And what you just described in the last few minutes about around people that need or that people that have that mindset of generosity and have that the same value set that you do. But also what I just heard you say will likely appear Appeal to those who are in a service space who aren’t naturally conversational and naturally are wanting to strike up these conversations at networking events and find ways to build relationships in a way that is authentic, right? That it feels it has that ick factor to it. Correct. Right. How would you characterize that? And and and put a value on that for somebody where that’s their hurdle between them being successful in their business and them not. Right.

Lee Kantor: [00:33:33] Well, to me that’s really I mean, you can’t put a price on it. The price is every all the money. It’s your whole business. It’s your whole.

Maggie Ishak: [00:33:40] Yeah.

Lee Kantor: [00:33:41] This is the lever that solves that problem that gets you out of your own way. I mean, a key component to our business is my own introversion. I am a hyper introvert. I do not like being around people. I don’t like going to networking meetings. I’m 100% an introvert. I created this whole system for me. I wanted a way to get people to come to me. I didn’t want to be the person that are that’s going out there and shaking hands and and making small talk. I hate that. So I created this in order to create my. I wanted a seat at the table, so I made my seat at the table. I’m I’m sitting in in stone seat, and I am I’m hosting these shows. So that creates my space to bring people to me in a way that fits my personality. I don’t have to sit here and schmooze and do all this stuff that introverts hate. I can just invite people, hey, do you know anybody doing interesting work? Hey, know anybody doing interesting work? My superpower is I’m a great listener. I know how to do active listening, and I’m curious. So if I can just meet people and invite them in here, People are going to want what I have so I don’t have to pitch myself anymore. I don’t have to do any of that icky sales stuff anymore.

Maggie Ishak: [00:35:06] Do you tell that story?

Lee Kantor: [00:35:08] I’ve told the story.

Stone Payton: [00:35:10] But maybe not enough to another.

Maggie Ishak: [00:35:12] I’ve not heard that story.

Lee Kantor: [00:35:14] Well, that’s the.

Maggie Ishak: [00:35:15] Maybe I’m.

Lee Kantor: [00:35:15] Not in the right place.

Maggie Ishak: [00:35:16] To hear the.

Lee Kantor: [00:35:17] Origin. That’s the origin story of this business.

Maggie Ishak: [00:35:21] How can you take that origin story and scream it loudly?

Stone Payton: [00:35:26] I do think we need to scream it loudly and make sure we scream it loudly in the right places. And at the other end of the continuum is me. I’m not.

Maggie Ishak: [00:35:36] You’re not the hyper introvert.

Stone Payton: [00:35:37] I’m not remotely introverted. I am the guy that has a handful of jokes that always hit. I am the guy that’s happy to shake hands, but I get a great deal of emotional compensation. I’m a cheerleader. I really enjoy helping other people, being nice to other people. And this just lets you do that. You can be so nice to so many and it all and it all comes back to you. So so you get that piece of it. But just the the emotional compensation of being the local Business RadioX person. I can do so much for the lady that runs the flower shop, the the person who’s running the nonprofit, and the fractional exec that doesn’t know how to do business development. And I can I can help all of them. And I can be the, the the nice guy. And I can pick and choose my moments when I want to be in groups of people. And when I am, I’m the cool guy with Business RadioX. I’m not the, you know, the guy trying to hand you his business card and and force you into a cup of coffee next Monday. And I love being in that position. And there’s a degree of emotional compensation that comes with that for me, that, uh, it almost supersedes the, the financial compensation. But, you know, I do find that the the more people you can help, the more money you make. This has been my experience over the last, even more than the 20 years since I jumped on Lee’s coattails. The more people you help, the more money you make. And the more money you make, the more people you can help. And I mean, once you get that flywheel going, I mean, you can’t you couldn’t stop it if you wanted to. So for me, it’s great at the extremes. I don’t know about the people in the middle, but, um, if you really enjoy being nice to people and helping other people, I. This is a really cool way to be able to do that and help all kinds of people.

Maggie Ishak: [00:37:29] I think you just said your messaging.

Stone Payton: [00:37:33] Good. We should have recorded it maybe. Oh, we did, didn’t we? Oh, perfect.

Maggie Ishak: [00:37:36] We’ll go back and listen to the recording. But if you like helping people, you also mentioned this flywheel. That doesn’t stop now. I heard, um, Lee, you said hyper introvert. Okay. Yeah, I would imagine that if you go out there and say, we have a solution to help the hyper, hyper introverted people who own businesses be able to sell without selling, you’ll have a line going out the door or some variation of that. I mean, maybe this is what’s also keeping some people from starting their own business because they don’t have a way to go talk to people and build those relationships, and they’re deathly afraid of it. Um, by the way, there’s a there’s a coach that I know her niche is introverted people.

Stone Payton: [00:38:29] Mm.

Maggie Ishak: [00:38:30] Like, that’s how she markets.

Stone Payton: [00:38:34] Interesting.

Maggie Ishak: [00:38:38] To saying.

Stone Payton: [00:38:41] Okay.

Maggie Ishak: [00:38:42] If that’s where you’ve had the most success. Now go back to Mike that you mentioned a few minutes ago. Is he hyper introvert?

Lee Kantor: [00:38:48] No. We haven’t had the most success with.

Maggie Ishak: [00:38:50] The.

Lee Kantor: [00:38:50] I’m the only introvert.

Stone Payton: [00:38:51] Mike’s a little bit more like me. Mike has a stronger work. Mike is willing to go out and do more of the day to day group networking stuff. So I guess while I’m at the other end of the extreme of the continuum in terms of being an extrovert, I don’t know, maybe I’m a little bit aloof, or maybe I’m really protective of my time, or maybe it’s a I don’t know what it is, but I don’t enjoy the standard networking. Hey ho, what do you do? What do I do? You know, what do you need? That just drives me nuts. I enjoy genuine conversation. I would rather have a genuine conversation with someone that I know I can help with these toys, even if there’s no way in a million years that I’m ever going to see any money out of that, then I would like I’d rather have that conversation than, you know, this transactional exchange and have somebody pay me a few thousand bucks. You know, I just, I, I really like being the being the cool guy in town.

Maggie Ishak: [00:39:48] I just with the toys.

Stone Payton: [00:39:50] Yeah.

Lee Kantor: [00:39:51] Well, I mean, I’ll ask you a question. You mentioned earlier that when you started your coaching business, you were doing all of the things that I.

Maggie Ishak: [00:40:01] Joined BMI.

Lee Kantor: [00:40:01] And you did all those things.

Maggie Ishak: [00:40:03] And the.

Lee Kantor: [00:40:03] Change. So now I will challenge you. Now, when you were doing that, were you what was differentiating you amongst any of the other members of those same groups? Like what was making you different in terms of your service provider, just like all of them?

Maggie Ishak: [00:40:22] So being very transparent at the beginning, not a whole lot. Okay. I had to find my voice. I had to find what made me different, what made me unique. And I also got involved and helped. And I demonstrated my value by finding ways to help others without the compensation. And then people got to know me and what I was capable of. And now that’s finally, almost two years later.

Lee Kantor: [00:40:51] Right. So you took the traditional route that Stone explained or talked about earlier that you went in, you became a member, you got the lay of the land, you started taking leadership roles, you volunteered, you started doing all this stuff that I mean, that’s the playbook that I’m sure your coaching organization that you work with, they recommend you do some variation of that, right? Join the the close contact networking like a BNI, join the chamber, take volunteer, take leadership positions, etc.. That’s kind of their go to market strategy. So our position in that, and this is something we talked with Tricia about, is we want to be in that playbook of these coaching associations. We want them to recommend. Oh, you should also own a be the Business RadioX studio partner, because now you’re the media, you’re the local business media outlet in that local market, and now you’re different than everybody else. Now, when you go to the BNI in the chamber, you’re no longer the coach. You’re Maggie, the host of, you know, Memphis Business Radio. Now, you’re the one that’s going out there telling the stories in that community. Now you’re different than everybody else, 100%. You’re no longer kind of another one service provider in the market. You’re the media, you’re the cheerleader. You’re the supporter. You’re the one celebrating all the good work there. Now you’re positioning shifts and being the media has its benefits 100%.

Maggie Ishak: [00:42:23] I’m not disagreeing with you. Right.

Lee Kantor: [00:42:25] That’s that’s what we’re thinking is the lever that we need to be kind of, uh, kind of pulling on is that we want to be part of any coaching groups or service providers kind of go to market strategy. We want to be part we want to be recommended, just like your coaching organization recommended. Join BNI. We want them to say be a Business RadioX studio partner.

Maggie Ishak: [00:42:51] Okay, so of the going back to the first session that you did, going back and looking at your prior interviews, I would imagine you’ve got a number of people in your roster that belong to these various organizations, people.

Stone Payton: [00:43:06] That we’ve interviewed. Yeah. Come on on. Yes, we do, because we’ve done a coaching series for a couple of years now. Wildly successful. They love it. Yeah. But we haven’t come back to them effectively with this value proposition of, you know, doing, you know, being the Memphis Business RadioX.

Maggie Ishak: [00:43:23] Okay. So let’s build that out. So you guys just I mean, in the last I don’t know how long we’ve been here now, but, um, you’ve talked about immense value that you create. That takes them 2 to 3 years and sometimes even longer to longer, to build through alternative channels.

Lee Kantor: [00:43:44] Right through the traditional model that go to market strategy requires a lot of time, effort, and resources in order to execute.

Maggie Ishak: [00:43:52] Yeah, you said time, money systems, right?

Lee Kantor: [00:43:54] So if they partner with us, they can be a lot more successful, a lot more quickly.

Maggie Ishak: [00:44:00] Okay. So do you have a couple of coaching organizations or other networks of coaches that you can go to? I mean, off the top of your head, I know there’s one.

Lee Kantor: [00:44:09] Right? So I mean, but we haven’t we haven’t had a chance to have the conversation with the leadership of those groups yet. I mean, but that is on our kind of roadmap of, okay, we want to identify and we’ve already done that identified like the top 30 to 40 coaching organizations and then come up with a plan to get in front of them to at least kind of pitch, hey, we want to be part of your franchisee or coach. Go to market strategy.

Stone Payton: [00:44:42] So I love that idea and no doubt in my mind, I know that we can get in a conversation with the Grand Poobah of XYZ coaching franchise or association or whatever, and we can tell them, oh, by the way, we’ve interviewed a dozen of the coaches in your system, but a lot of those interviews will have been virtual.

Lee Kantor: [00:45:04] Right?

Stone Payton: [00:45:05] Right. And so I guess I’m a little bit stuck on this whole rowboat, you know, selling them an outboard motor thing. Um, I’m just trying to think, what is the.

Maggie Ishak: [00:45:14] Where’s the gap for you? Where’s the gap for you?

Stone Payton: [00:45:17] Everything that they’re experiencing in our in our building, our relationship with them and everything that the that they’re dozen members whom we’ve interviewed is not what we do. It looks and tastes and smells a lot more like traditional podcasting as opposed to business development. Business development.

Lee Kantor: [00:45:36] Well, and the experience the real life experience.

Stone Payton: [00:45:40] But we ought to ask her about her. You. Because you’ve been a guest on the show.

Maggie Ishak: [00:45:43] I was in this room.

Stone Payton: [00:45:44] Right. So, I mean, it’s we’re operating under the impression that the guest experience is. Well, we know at the local level to grow a studio, to grow a market. The guest experience is everything, but like.

Maggie Ishak: [00:45:54] Yeah, but you’re talking about from the coaching organization, like.

Stone Payton: [00:45:57] Right. Like, how do we make that?

Lee Kantor: [00:45:58] Right. Like, so, for example, Tricia is working with us. She works with us as studio partner in Houston. Everything she’s done with us has been virtual. She’s never had this experience. She’s never done what you’ve done. Okay. Sat here face to face in front of people with a microphone and headphones. She’s never done that. Your experience with us is different than hers. Okay.

Maggie Ishak: [00:46:22] Does it matter?

Lee Kantor: [00:46:23] I think it does, because I think you have the visceral experience of what it’s like to share the microphone and headphones with other people in this environment where she has just done podcasting in the way that podcasting is done now virtually over zoom, and we try to kind of emulate or try to create an experience that’s similar to this, but it’s never this. It’s kind of like this, but it’s not this.

Maggie Ishak: [00:46:53] Okay? Versus I’ll drop a name John Ray.

Lee Kantor: [00:46:57] Wright.

Maggie Ishak: [00:46:57] Who has an in-person studio.

Lee Kantor: [00:47:00] Right, right.

Stone Payton: [00:47:01] And he started out by he was probably a guest on one of my shows at some point, I’m sure, as a fractional exec because, sure. Um, and then at some point he started like co-hosting with Mike, and then he grew into be a business radio studio partner, and he’s done a fabulous job as well. But again, I’m just trying to envision the conversation with the, you know, the Grand poobah of a coaching organization based out of wherever Memphis. Let’s just we’ve been talking about. All right. So what is my sales process? Because we know this sales process works. I mean, right.

Lee Kantor: [00:47:31] So they’ll have never experienced this.

Stone Payton: [00:47:33] They will have never.

Lee Kantor: [00:47:34] Have only experienced virtual over zoom.

Stone Payton: [00:47:37] Unless we go do Radio Day or something.

Lee Kantor: [00:47:39] Right?

Maggie Ishak: [00:47:40] Okay, so let’s let’s think about this for a second. The so so Stone, you’re asking the conversation that I have with a studio partner. A singular studio partner is very different than the conversation I have with the CEO of a coaching organization that is training coaches and bringing them online. Well, right.

Stone Payton: [00:47:57] That would be different. But also just having a sales process aimed at serving a prospective, a prospective studio partner in Memphis is very different than if you and I were talking about having you be a studio partner, if John Ray wasn’t already there, if that, it would be right now if you and I were having a conversation about you being a studio partner in Alpharetta, that’s that’s going to take on a whole different dynamic than me having a conversation with you if you were in San Diego.

Maggie Ishak: [00:48:25] Why?

Stone Payton: [00:48:26] Well, maybe I’m wrong. I’m just saying.

Maggie Ishak: [00:48:28] Tell me, tell me, tell me your line of thinking. Why is that different?

Stone Payton: [00:48:31] Well go ahead.

Lee Kantor: [00:48:33] Well, because you’ve never you in San Diego. The person we’re talking to there never had this experience.

Maggie Ishak: [00:48:40] Does it matter? I’m sorry. I’m not being snarky.

Lee Kantor: [00:48:43] I think it does.

Stone Payton: [00:48:44] Well, we’re operating under the impression that it does, but maybe it maybe it does.

Lee Kantor: [00:48:49] It matters less.

Stone Payton: [00:48:50] Than.

Lee Kantor: [00:48:50] We think. I mean, maybe it does.

Stone Payton: [00:48:51] And maybe we’re building a wall that we shouldn’t be building, I don’t know. But to us, this is so different than a virtual interview.

Maggie Ishak: [00:48:59] Doesn’t change the end result that the host of that show has people coming to them saying, I want to be on your show.

Stone Payton: [00:49:12] No. If they’ll if they’ll do the thing and then and then do this where they are, it’ll absolutely work. I’m just talking about our sales process to with them of getting them to do this in San Diego. But again, maybe we’re building barriers that aren’t really there.

Maggie Ishak: [00:49:28] Have you asked anybody.

Lee Kantor: [00:49:31] Have we asked?

Maggie Ishak: [00:49:32] Have you queried anybody if that matters? Have you gotten any feedback to say that it does matter or doesn’t matter?

Stone Payton: [00:49:38] Um, just lack of them going all the way through the process and actually pulling the trigger to start a studio.

Maggie Ishak: [00:49:45] So your funnel is more successful going through in person than in person?

Stone Payton: [00:49:52] Yeah, the in-person stuff we are really, really good at. I mean, we have extremely fine tuned, you know, we can we we know exactly what to do when you have a physical studio. There’s so much that happens in this room and it’s all by design. It’s all done with intent. Um, but maybe we just could get a lot better at using the major parts of our methodology and having those initial, um, maybe again, maybe it’s self-created barriers, but to get the person that’s out of town to understand the the value of the dynamic that’s created in this room.

Maggie Ishak: [00:50:30] So I agree with you that there is an extra benefit that you get from being in person. 100%. But to go from 100 down to zero when you go from in-person to zoom or some other virtual, right, does it really go down to zero?

Stone Payton: [00:50:52] I’m sure the answer is no.

Lee Kantor: [00:50:53] It probably doesn’t go down to zero. Um, but does it go down to a number that’s, uh, enough for them to say, okay, I’ll try this virtually.

Maggie Ishak: [00:51:07] How could you test that?

Stone Payton: [00:51:10] Well, you know how how? Because it was on the heels of Covid. The way I got my studio going actually was virtual. So I guess we could say. Oh, and here’s how we do it to make this work. Over the long haul, you’re going to need a studio. You’re going to want a studio. You’re going to make a lot more money, help a lot more people. If you have a physical studio and in most cases you probably won’t even have to pay rent. Most of our studio partners don’t pay rent because they don’t. John Ray doesn’t. Yeah. Yeah. Okay. And we’ve learned that the best way to get this thing going quickly is to get a dozen, 15 interviews in the can. And the best way to do that before you, you know, start going to get space and building out a studio and equipment and all that. The best thing to do is to do virtual. So maybe if we if we if we just told them that, but we we made the expectation very clear that after this much money or after this many interviews, now it’s time for you to go get your studio.

Maggie Ishak: [00:52:03] Well, it sounds like the studio is to their own benefit.

Stone Payton: [00:52:06] Oh, yeah. Oh, yes.

Lee Kantor: [00:52:08] Right. So maybe that’s the secret is to make it undeniable so that they want to have their own studio because they’re going to get to that next level.

Stone Payton: [00:52:18] Yeah, maybe that’s the framing. And and we actually do have precedent for that. And I, I really think that’s for Tricia is I do think Trisha. Tricia intends to have a physical studio in the veteran Chamber of Commerce, and we’ve got precedent with the way I launched this one. And then if we have precedent with Tricia. So maybe that’s the way. So we just up front here’s here’s the process and and it may maybe won’t feel as big a hairy a deal to them if they don’t have to worry about the studio just yet. Just follow all the other parts of our methodology.

Maggie Ishak: [00:52:52] So question would launching virtually remove a barrier for your prospects just to get them started?

Lee Kantor: [00:53:04] Yeah, for sure. Because I’m thinking, yeah, because they can just start by doing what they’re doing now. They don’t need anything else other than sending some messages on LinkedIn.

Stone Payton: [00:53:16] And or.

Maggie Ishak: [00:53:17] Going to their local chamber or wherever they’re locally.

Lee Kantor: [00:53:19] They’re doing anyway. Probably. Right. Right.

Stone Payton: [00:53:25] So I think that. So what’s.

Maggie Ishak: [00:53:27] What. So what would be a next step. What would, what would what would get some momentum behind this.

Stone Payton: [00:53:32] Well, that really informs my conversation with a prospective studio partner because because that that I can change on a dime. Um, still got to go back and figure out, okay, what’s the best way to get the conversation in the first place? And maybe it really does go back to our root methodology of if we want to have a conversation with them, we interview them just like we would if they were in a local market.

Lee Kantor: [00:53:57] Right. Well, I mean, that’s our I mean, we’re a one trick pony, right? Right. We meet people the same way. We invite people on shows. That’s how we do what we do.

Maggie Ishak: [00:54:06] So you want to be targeted about who you invite, right?

Lee Kantor: [00:54:08] Of course. But let’s go. Let’s pose the question to you. You’re now you’ve gone through this. You’ve been a guest on a show.

Maggie Ishak: [00:54:17] Huh?

Lee Kantor: [00:54:18] Um, now that you have an idea of what this is and how it works. And you were like, wow, let me see how I can implement this in my world. Um. How what would be kind of the pricing that you would be like, oh, that’s a no brainer. And you throw your credit card across the table versus, oh, that’s let me think about that.

Maggie Ishak: [00:54:43] Okay, I’m going to answer your question, but I’m going to answer it in a different way. Okay. Um, I am not a technical person. Right. So if you told me, Maggie, starting starting a show like this is a great way to get clients. I’m immediately going to close my ears, because that thing on the desk there, I don’t even want to touch it. The cables, like I don’t. So for me, there’s a tremendous value lie in knowing that all that stuff’s just gonna happen. Okay. The social media part. I’m not great on social media. If you said that’s magically going to happen, right? And if then you told me you’re going to have people knocking on your door wanting to talk to you.

Lee Kantor: [00:55:25] Right.

Maggie Ishak: [00:55:26] Okay, let’s add up how much money I’ve spent for other networking associations over the last year. Your fee pales in comparison to that time and money and resource that you describe that I’ve spent.

Lee Kantor: [00:55:38] Right.

Maggie Ishak: [00:55:38] So I know your fee. I’ve seen it.

Lee Kantor: [00:55:42] Is it a no brainer?

Maggie Ishak: [00:55:45] Okay. Those who are listening can’t see the look on my face.

Stone Payton: [00:55:51] She thinks it’s a no brainer at our current.

Maggie Ishak: [00:55:52] When you describe what you describe and the benefit that a host would get. Yes, the scales are definitely tipped in the favor. It’s a matter of you articulating the value. Now I’m going to also add this to you. I know John, I know Tricia, I know Joshua, okay? I don’t have the pleasure of knowing Mike. Okay. Um, when I looked at what they did. Like when I first met John, I took it purely at face value. He’s just interviewing people. He’s a nice guy. You go have a conversation with him in the studio. That was kind of fun. It didn’t occur to me at the time that I was doing it. What? What those next steps or what what happens after. And I think if you can find a way to help educate and articulate that, then your value goes way up.

Lee Kantor: [00:56:46] Well, I mean that again, that was by design because you went in there with your sales radar down. You weren’t thinking that there was any kind of business model around this.

Speaker5: [00:56:57] And John, such a nice person. Right.

Lee Kantor: [00:56:59] Well, again, that goes to our choosing the right people to be the.

Stone Payton: [00:57:03] Yeah, we need more John’s and more mikes.

Lee Kantor: [00:57:05] And so at some point, did he ask you if you wanted to have your own show?

Speaker5: [00:57:12] No.

Maggie Ishak: [00:57:14] At least I don’t remember him asking me that.

Lee Kantor: [00:57:17] Well, he might have. And you just. It didn’t occur to.

Maggie Ishak: [00:57:19] You it might have went in one ear.

Lee Kantor: [00:57:20] Out because you because you had that kind of aversion to technology and all these things. And that might have been a bridge too far. So you didn’t even consider it.

Maggie Ishak: [00:57:29] Maybe not. And Joshua didn’t either.

Lee Kantor: [00:57:31] Right.

Speaker5: [00:57:35] So.

Maggie Ishak: [00:57:35] But but can I share this with you? Okay. I was talking with a good friend of mine, um, who was a business owner, just on Friday, and he told me he was looking for podcasts to guest on for some visibility. Right. Okay. And I asked him because I had just talked to you, Stone. I said, what’s preventing you from doing your own? And he we were on zoom and he looked at me. He’s like, oh. And he’s he’s techy in his own way, right? He’s like, I don’t want to deal with the publishing and the editing and the social media. I was like, what if there was a way to do that for you? And he perked up. He’s like, there is. That was the email I sent to you this morning.

Stone Payton: [00:58:19] Thank you for.

Speaker5: [00:58:19] That.

Maggie Ishak: [00:58:21] So that’s all it took?

Stone Payton: [00:58:23] Right.

Maggie Ishak: [00:58:26] He’s interested.

Stone Payton: [00:58:27] Good.

Maggie Ishak: [00:58:29] And and I think your price point is very doable. Like to that to that business owner who’s at a certain stage in his business, that price point to continue to build authentic relationships. And he is a relationship builder and he is that same of those same values and kind of cut of that same cloth. So I think it’s just a matter of leveraging the people that you have in your network that already have those values to find those other like minded people with the same values.

Speaker5: [00:58:57] That’s maybe I’m being during this.

Stone Payton: [00:58:59] Conversation.

Lee Kantor: [00:59:00] A lot of homework for you.

Stone Payton: [00:59:01] Well, the values and the people who who think like us and do get emotional compensation and financial compensation from genuinely serving other people, maybe is there. How do you I mean, is there a I mean, you can feel them out and have conversations with them, but I mean, should we have some kind of formal assessment along those lines too? Or do you think it’s more just get to know them through our normal relationship?

Maggie Ishak: [00:59:25] What would you assess their values.

Stone Payton: [00:59:28] Are they really.

Lee Kantor: [00:59:29] Right? We have to we have to kind of determine are they a relationship person or a transactional person, like some sort of.

Maggie Ishak: [00:59:35] And I think all you have to do is ask a few people that know them.

Lee Kantor: [00:59:39] So you think it’s through other people that you would determine that rather than anything they said. So.

Maggie Ishak: [00:59:44] So by nature of so I’m gonna I’m gonna consider myself a values based person and wanting to build relationships. And I consider myself in your camp because what you’re saying really resonates with me. Okay. The person that I sent the email to connect you with this morning is also cut of that same cloth. And I think like breeds like. And so I would imagine if you ask John Ray, who are the people that are close to him. And who are the people that that that have those same values? He could probably give you a list. And you asked Tricia and she’d probably give you a list and it could just.

Stone Payton: [01:00:21] Right. And we really haven’t made that ask consistently, methodically. We’ve mentioned it before, but we haven’t.

Lee Kantor: [01:00:29] Right.

Stone Payton: [01:00:30] Yeah.

Maggie Ishak: [01:00:31] So can I throw that out as another bit of homework for you?

Stone Payton: [01:00:36] Homework. I got a whole pad of homework.

Lee Kantor: [01:00:39] That’s why we’re doing this. Absolutely.

Maggie Ishak: [01:00:41] That’s what you get with these sessions? No, but but being very deliberate about asking your existing partners whom you hold in high regard.

Stone Payton: [01:00:50] Right.

Maggie Ishak: [01:00:51] Who else is in your circle that shares these same values?

Lee Kantor: [01:00:54] And it’s a great, great exercise we should be doing.

Maggie Ishak: [01:00:57] And then you could test your pricing and test your conversation. And oh, by the way, you could just offer them to be a guest on your show as well since that’s what you do best.

Lee Kantor: [01:01:04] Right, exactly.

Maggie Ishak: [01:01:05] And maybe use that as a conversation. Now, Lee, when when you and I met about a year ago. Had you asked me, how difficult is it for you to find clients? I don’t know that you would have asked me that, because that would have been a tough question to answer on air. I would have told you. Wow, this has been this has been a lot more challenging than I anticipated. And and that could have swung the door wide open. But I know you’re not selling. That’s not your intention.

Lee Kantor: [01:01:26] I’ll tell you, when we do the show, we do ask typically a marketing question. And that marketing question in our business, are our relationships important to you? That I probably did ask some version of that during the conversation. And then depending on your answer, it would have determined what was the next, um, yeah, kind of move to make.

Maggie Ishak: [01:01:49] So maybe I didn’t answer it in the right way, I don’t know.

Lee Kantor: [01:01:51] I mean, we could go back and kind of see, uh, the paper trail that’s associated, but we we’re trying to be better in, in our systems to make sure that that question is asked and also to have a follow up path, uh, based on that answer. So we are trying to be better in that area in terms of tightening our systems, because that is an important component of our methodology, is when you’re the hosting mechanics we recommend to our our partners is to ask some sort of a marketing question to your guests so that you can determine if they are a prospect for other services you might be offering.

Maggie Ishak: [01:02:32] So now you’re going to make me go back and listen to the shows that I’ve been on to look for that question.

Lee Kantor: [01:02:36] Well, I mean, that’s how we go to market.

Maggie Ishak: [01:02:39] Okay. Um, and then but before we wrap up, I want to come back to kind of where we started all of this with you targeting maybe coaching organizations or kind of, you call it the Grand Poobah. Like, how do you. Right. Um, is that still top of mind for you now, or are you wanting to take a little bit of a left turn? I don’t want to call it a left turn because that implies, um, but maybe just take a different path.

Lee Kantor: [01:03:04] Right.

Maggie Ishak: [01:03:04] On the road to 100 and road to 1000.

Lee Kantor: [01:03:06] Well, in order to get to 101,000, we have to have kind of multiplier effect. So it is part of that journey is to get in front of people that are leading these types of organizations that have hundreds of, not thousands of, of the right prospects, you know, within them. Uh, so that’s definitely part of the path. We want to have meaningful conversations with people who are leading those types of organizations so we can and we think we have to ideally get invited by somebody who is one of their members to say, hey, you should talk to these people. They might have something that could benefit all of the members.

Maggie Ishak: [01:03:43] Okay, so hint, hint, there is an organization, um, of which one of your studio partners and I are members, and that organization also operates with very strong values and a strong culture that I believe aligns with your model. And so I think it’s just a matter of An introduction and a conversation. Because I think there’s a lot of other people like me that are looking for ways that where I was a year ago, year and a half ago, to launch my practice without all of the time, money and systems that you talked about earlier. Um, I think it could provide immense value.

Stone Payton: [01:04:30] Well, it makes me think, you know, all of this. You and I know how easy all this is because he and I aren’t technical either. But all of this is does feel big and hairy. And I think maybe sometimes we get desensitized to how easy we take for granted, maybe how easy it is for us to meet people and build new, real relationships, and how easy it is for us to strengthen existing relationships, and how easy it is for us to be nice to a lot of people who are never going to write us a check, but it’s still just good mojo. I well, I won’t speak for you. I think maybe sometimes I take all that for granted. And so I fail to communicate that. And when I’m, when I’m talking to a prospective client.

Lee Kantor: [01:05:18] Right. And I think that we underestimate the pain that they’re going through to do the same thing.

Stone Payton: [01:05:24] Right? Right.

Maggie Ishak: [01:05:25] Lee 100%, 100%. Now, can I throw a couple of other, um, just things to consider when you think about if you’re just thinking about coaches.

Stone Payton: [01:05:36] Yeah.

Maggie Ishak: [01:05:37] You know, there are groups like ICF, the International Coaching Federations, there’s a number and there’s a local chapter here in the Atlanta area. There’s chapters all over the country. Um, there’s there’s other groups like that, other groups like Focal Point that have groups of coaches. Um, there’s there’s also others that are out there that are trying to market to coaches, right. You know, finding ways maybe to align with them as well. I mean, I think. Lee, I think the point you made a minute ago needs to be really be kind of hyper focused. You don’t necessarily see the pain that so many of these people go through, and how many of them hang their shingle up. And then after a year or two, they have to take the shingle back down, right?

Lee Kantor: [01:06:30] Because it was harder than they thought.

Maggie Ishak: [01:06:32] That hyper introversion or, or other things around that. Yeah. And so going back to the value.

Stone Payton: [01:06:38] Um. Well, that’s encouraging to hear.

Maggie Ishak: [01:06:45] All right. So what else is on your mind today?

Lee Kantor: [01:06:48] Well, I think we covered quite a bit. And I want to make sure before we wrap up, um, that people know how to contact you. What’s the best way to. Yeah, probably the.

Maggie Ishak: [01:06:57] Easiest way to find me is on LinkedIn. Um, Maggie. Maggie. Last name is Ishak. I s h a k. Um. Go find me on LinkedIn and send me a connection request and tell me that you heard this show.

Lee Kantor: [01:07:10] All right.

Stone Payton: [01:07:11] And then this time next year, you can just reach out. Reach her at Business RadioX. Maggie, thank you so much. This has been incredibly helpful.

Maggie Ishak: [01:07:20] I’ve enjoyed it. Thank you for having me.

Stone Payton: [01:07:22] Our pleasure.

Outro: [01:07:26] Thanks for listening to Scaling in Public. The next Business RadioX 100 markets. Are you ready to enjoy a steady stream of discovery calls and finally, stop being a best kept secret? It’s time to step out of the shadows and watch your coaching business grow. Let’s fill your calendar ten discovery calls in a month, guaranteed. Go to Birr to download the free Business RadioX playbook.

 

BRX Pro Tip: Happy Accidents

January 27, 2026 by angishields

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BRX Pro Tip: Happy Accidents
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BRX Pro Tip: Happy Accidents

Stone Payton : Welcome back to Business RadioX Pro Tips. Stone Payton and Lee Kantor here with you. Lee, I feel like this happens to us a lot, but I have to believe part of it is maybe we have our radar up for leveraging the opportunity, but happy accidents.

Lee Kantor: Yeah. Those happy accidents or close calls, you can turn them into positive change, kind of, if you reframe it a little bit. Just look at happy accidents or close calls as kind of signals. You didn’t get the ramifications of anything negative, but it was a close call, or something happened that you can learn from without paying any of the price.

Lee Kantor: So, I think it’s important to kind of recognize, “Hey, this happened. I didn’t have to pay any price for it happening, but I could have if it didn’t go the way that it did.” So, name the lesson, not just the story, especially from a close call. Just say, what is this going to teach me about what’s going on? You know, what can I do differently to prevent it from happening at all? Or what can I take from this and maybe use it in a positive manner? So, you can learn from these things, and you can use it to impact your habits or your systems or even future assumptions. So that’s important.

Lee Kantor: And secondly is you can take it and then try to upgrade a system, not your entire life, but take the moment and turn it into a tweak. Is there a new way of doing something? Can I add this to a new checklist or a new way to insert into my calendar, or a new rule for my budget? Or is this going to be a never-again policy that you say, “Okay, don’t ever do that again because something really bad can happen.”

Lee Kantor: So, look at happy accidents or close calls in a more positive way. Sure, they scared you. Sure, it didn’t – things could have gone a totally different way that might have been really negative. But you can learn from it and then use it to your future benefit.

BRX Pro Tip: Honest, Useful Feedback

January 26, 2026 by angishields

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BRX Pro Tip: Honest, Useful Feedback

Stone Payton: And we’re back with Business RadioX Pro Tips. Lee Kantor, Stone Payton here with you. Lee, feedback is so important. But let’s talk a little bit about honest and useful feedback.

Lee Kantor: Yeah. When I did Seth Godin’s altMBA, this was an important component of it. Every one of us who was in the cohort was responsible for giving actual feedback to other people, no matter what activity we were doing every week.

Lee Kantor: And they gave us a book that was called Thanks for the Feedback. I don’t remember who wrote it, but that’s the title. And we had to read that before we started the cohort, and it explained how to give honest, useful feedback. And we weren’t allowed to just say, “Great job.” And that’s usually what most people’s feedback are, you know, thumbs up or something like that, where it just says, “You know, I like that.”

Lee Kantor: You had to give feedback that was actionable. And the most polite and the most valuable feedback you can give someone isn’t that kind of thumbs up or “great job.” It has to be useful. And real feedback builds people, not their ego.

Lee Kantor: When you’re honest with care and precision, you’re going to create some clarity, and that clarity is going to accelerate the person’s growth. And that’s important because when you’re giving feedback, focus on the contribution, not criticism. Ground your feedback in the intent. I’m saying this to help you win, not to prove that I’m right.

Lee Kantor: You really have to be kind of an unbiased observer. You can’t bring your own biases into the situation when you’re giving feedback. You really want to help people feel that you’re there, trying to help them. You’re not, you know, kind of trying to sabotage them or kill their dreams.

Lee Kantor: The more specific you are, the better. Do more of this, or maybe less of that. Don’t just kind of give your opinion but give some direction.

Lee Kantor: Remember, good feedback is a two-way door. It invites perspective back your way. When feedback flows in both directions, and then you can create a dialog, then the trust is going to compound, and so does performance.

Lee Kantor: So, the next time you’re tempted to dodge an uncomfortable truth, reframe it. You’re not delivering a judgment. You’re offering really a gift; something that’s going to help the other person see what they couldn’t see before.

Lee Kantor: So, it’s really important to be mindful about giving honest, useful feedback. It’s a valuable tool for you and your team. And it’ll help each of you kind of get better and become the best you can be.

Building a Fortress: How MyKey Technologies is Redefining Security for Digital Assets

January 24, 2026 by angishields

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Veteran Business Radio
Building a Fortress: How MyKey Technologies is Redefining Security for Digital Assets
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In this episode of Veteran Business Radio, Lee Kantor interviews Dr. David Utzke, CEO of MyKey Technologies. Dr. Utzke discusses his journey from federal Treasury agent to entrepreneur, and how his company addresses security vulnerabilities in digital assets and blockchain technologies. He highlights the urgent need for quantum-resistant cryptography, the challenges of technology adoption, and the importance of independent governance in digital finance. The conversation explores the future of digital assets, quantum currencies, and the role of veterans in driving innovation and cybersecurity.

David-UtzkeDr. David Utzke is a military veteran and worked in a Special Operations (Spec Ops) Unit for over a decade.

Apart from being a highly decorated member of the U.S. military, Dr. Utzke is a Financial and Digital Asset Economist, Distributed Ledger Architectural Engineer, AI Engineer, educator, researcher, and author with experience in cybersecurity, cybercrimes investigation, data security, heuristic and forensic analytics, cryptography, economic game theory, Extended Reality design, and quantum computing.

He is currently the CEO and CTO at MyKey Technologies, a pioneering research and design firm focused on secure digital infrastructure technology and building secure, next-generation infrastructure for digital assets and sensitive data, with a foundation in privacy, compliance, and innovative architecture to help organizations protect, manage, and move digital information with confidence—whether it’s private keys, financial data, intellectual property, or identity credentials.

MyKey Technologies helps institutions, enterprises, and governments looking to operate securely and privately in the digital environment—offering new tools for storage, movement, and authentication that don’t rely on traditional cloud systems, third-party intermediaries, or classical cryptography. My-Key-logo

Dr. Utzke’s accomplishments include receiving numerous prestigious awards from the U.S. Department of Justice and IRS for the application of unique investigative and analytic methods supporting high-profile investigations and his pioneering work in developing tools and providing support in DLT, Digital Assets, AI, and XR in criminal and civil investigations.

Dr. Utzke holds a doctorate in Financial Economics and Data Security, MBA in Forensic Accounting and International Finance, MSc in Blockchain Engineering and Digital Currency Coding with postdoctoral work in Digital Asset Economics and Smart City Design with Technology Integration at MIT, and post-doctoral work in XR design at the University of Michigan’s XR Dept with a focus on technology ethical use, accessibility, social implications, privacy, and user security.

Dr. Utzke has received professional certifications as a Certified Fraud Examiner (CFE), Certified Forensic Interviewer (CFI), Certified Digital Forensic Examiner (CDFE), and completed training at the Army NCO Academy and Federal Law Enforcement Training Center (FLTEC) in Advanced Economic Crimes, as well as certifications in Blockchain Design, Blockchain Architecture, and L2 Contract Development.

Connect with Dr. Utzke on LinkedIn.

Episode Highlights

  • Emergence of MyKey Technologies from a government contract.
  • Focus on enhancing security for digital assets, particularly cryptocurrencies.
  • Identification of vulnerabilities in current digital asset security measures.
  • Impact of quantum computing on existing cryptographic algorithms.
  • Transition from government to private sector focus for MyKey Technologies.
  • Importance of educating financial institutions about security risks.
  • Development of customized infrastructure solutions for secure key management.
  • Challenges in technology adoption within government and military sectors.
  • Need for governance frameworks for emerging technologies, including AI and digital assets.
  • Discussion of the historical context and future trajectory of digital asset technologies.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studios in Atlanta, Georgia. It’s time for Veterans Business Radio, brought to you by ATL vets, providing the tools and support that help veteran owned businesses thrive. For more information, go to ATL vetsource. Now here’s your host.

Lee Kantor: Lee Kantor here another episode of Veterans Business Radio and this is going to be a good one. But before we get started, it’s important to recognize our sponsor, ATLVets, inspiring veterans to build their foundation of success and empowering them to become the backbone of society after the uniform. For more information, go to ATLvets.org Today on the show we have the CEO and CTO with MyKey technologies Dr. David Utzke. Welcome.

Dr. David Utzke: Thank you.

Lee Kantor: Well, I’m excited to learn what you’re up to. Before we get too far into things, let our listeners know about MyKey Technologies. How are you serving folks?

Dr. David Utzke: Sure. So MyKey technology is really rose up out of a government contract that I took on after leaving full time federal service as a federal agent with Treasury. And so the realization around the need for new technology was became very evident in what was happening in both the traditional banking space, uh, as well as in the adopted distributed ledger technology space. Many people don’t realize that that technology is decades old, well before Bitcoin started as an asset or as a network. So it really needs to be rethought and redeveloped around the technologies protecting these assets.

Lee Kantor: So what was kind of the the genesis of the idea? Did something occur where you’re like, okay, somebody needs to work on this and that? Somebody should be me.

Dr. David Utzke: Well, uh, working with cybercrimes, headquarters on the technology, digital assets side, things of that nature, it’s hard to implement change from within the government. And so it was really after retiring at the beginning of 2022, which retirement for me doesn’t mean I quit working. It’s just an opportunity to, uh, go out and start a new venture. And so it was really at that point, I was drawn into a federal contract with one of the US federal NGOs that ensures banks when they fail. And in working with them, uh, for a couple of years, uh, through 22, really having to realign a lot of their thinking on the technology because so much of of what’s conveyed about it in the web space is so inaccurate. And so they had false misconceptions of if a bank fails, how do we secure these assets? And of course, putting them in an environment where they’re co-mingled with other user assets like exchanges, things like that presented some problems, uh, for them, obviously, and I certainly saw it in working in seizures. Uh, within the government, I saw assets go missing. Um, not because there were, um, sticky fingers, uh, if you will, in the government. It was the result of the vulnerability of, of the entire wallet environment. So, uh, that was kind of the impetus behind getting it started. But one of the contractors that I had, um, experience with, um, and specifically, you know, working with Greg Favata, um, he encouraged me. He says, you’ve got to start a company around this. He says, this is just too good to just, you know, let it hang there. And so he was really the driver behind me, uh, taking that leap, um, of of jumping in and forming a C Corp. And so we now work together on, on introducing, uh, this technology to both, uh, government, uh, as well as, uh, private institutional space.

Lee Kantor: So what’s it like? Um, you know, now you’ve kind of have the unique seat of, of working deeply within the government and now working, uh, you know, kind of in concert with it. Can you talk about the trade offs of what you can and can’t do and what gets done and doesn’t get done? Uh, you know, one versus the other?

Dr. David Utzke: Yeah. Um, I mean, some of the benefits of, of being in the government, um, you have the ability to kind of dictate, uh, to everyone, uh, kind of like in the military, uh, a chain of command, uh, in the private sector, it’s more, uh, we can certainly see in the space everybody does their own thing, and it ends up being, uh, a little chaotic because no one’s really leading the charge.

Lee Kantor: So what? From knowing that and knowing that, I guess when you started the venture, did you have a strategy on how to kind of maximize the impact?

Dr. David Utzke: Yeah. Uh, there was an initial strategy, but of course, you know, like we say in the military, you always have a plan B, C, and D because A never works. Um, so, you know, there were alternative strategies, uh, developed, uh, and discussed to implement if plan A didn’t go well and plan A didn’t really go well because coming, uh, into the space, um, the, you know, there was a change in administration which good in some ways bad in others, um, you know, the cost cutting measures and things like that, which is what we’re all about in introducing new technologies far less expensive, uh, far less expensive to deploy than solutions that they’re currently using, uh, with existing, uh, technology contractors, consultants, uh, and the whole works. But, um, the, you know, the, the the other side was that pretty much significant cut in any and all contracts, uh, occurred as a result, uh, a significant cut in personnel, uh, kind of led to, uh, stifling where we were going. Uh, and that was specifically to work with the federal government to help them protect both seized and forfeited assets. And, um, it just, you know, that that whole transition process just didn’t, uh, didn’t align with, uh, our original, um, venture objective.

Lee Kantor: But the objectives were aligned. Just the strategies you were deploying weren’t aligned with the strategies the government wanted you to deploy.

Dr. David Utzke: Well, the, uh, again, the federal government and cost cutting and things like that, uh, removing personnel, um, it just kind of stifled any new adoption of technology. The the people that, uh, were previously there weren’t there anymore. Um, so, you know, a lot of the, the contacts that understand, uh, the technology, things like that, just a number of changes like that. So, you know, here again, that’s not unlike, um, change of command in the military. You get a new general, um, new rules, uh, new new operational, um, objectives and, uh, a different way of doing things. And that just hampered us being able to be the asset to the federal government that we wanted to be. So plan B ended up being. So we’re gonna, you know, we’re gonna reach out to the institutional space in the private sector and try to begin working with them and educating, uh, in this space in a very different way than what they’ve become accustomed to.

Lee Kantor: But you were still trying to solve that core problem that you were initially trying to solve for the government. You’re just doing it through the private sector now.

Dr. David Utzke: Yeah. And and here again is, um, and I think you can appreciate people kind of get stuck in a rut of doing things a certain way. So there’s a process of education, uh, around that. There is a different, a better way of, of doing it. Uh, you know, I think we all kind of get, uh, caught up in that, but I think, uh, at least my experience in the military, working in the environment that I was working in, you had to be adaptable. Um, you had to constantly be thinking strategically, um, you know, strategic alignment and then aligning the tactics behind the strategy. And you would make those adjustments to accomplish the mission. Um, tends to be a little different, uh, in the private sector, where there’s more focus on what’s the easiest and fastest to deploy to monetize.

Lee Kantor: So with that being the case, have you been able to make that pivot to adjust to this kind of new environment that you’re working in, and are you kind of getting the traction you imagined?

Dr. David Utzke: So the the traction, um, we’re getting there. We’re still a very new company, about 18 months old. And so, uh, still developing some, you know, credibility. Uh, of course, whenever Greg is out, uh, in DC, um, talking to, You, um, different folks that are no longer there. It’s like, hey, you know, Doctor Dave. Oh, yeah, I remember Doctor Dave. So I mean, we we do have some recognition, you know, personally, but as a company, we’re, we’re trying to build that reputation and what we can do and, and we’re still kind of in that phase of, um, the one thing, um, the, the one customer, the, the, the one opportunity that we’re going to get to to really shine and show what we can do.

Lee Kantor: But in your mind, the, the, the problem hasn’t gone away, right? Like we’re still your solution still solves that core problem that you were initially trying to solve through the government.

Dr. David Utzke: Yeah. The core problem is still there. Uh, the vulnerability of, uh, DLT based asset keys. Uh, people refer to these assets as crypto, uh, which is short for cryptography, which there is cryptography In, say, the data ledger. Uh, that archives all the transaction data. There’s cryptography in the transaction with digital signature algorithms that protect, uh, and hide the private keys of the sender and the receiver. But the assets themselves have no cryptography. Um, so that in and of itself, I think, is misunderstood by institutions and even individual users. And largely it’s not lost on the government. But again, this phrase of, of crypto as the asset is really misleading in the fact that there is no cryptography protecting these assets. We’ve got to wrap it in cryptography to be able to keep it safe. And that’s where we’ve really you know, a lot of the emphasis has been is really reaching out, educating. I mean, every time I have an opportunity to talk to a company that reaches out to us, it’s like, I didn’t know that. I didn’t realize that. Um, that’s very interesting. And, you know, using new technology really breaks the back of cyber criminals. Uh, I don’t know how many times I’d have, uh, senior executives at Treasury, you know, talk to me and say, how can we get ahead of the criminals? And it’s like, well, continuing to patch old processes, continuing to just, you know, add new layers isn’t going to work. You’ve got to change the technology. And and here again, digital signature algorithms, um, are from the 80s that are currently being used. And and so I mean NIST uh, has obviously, which, you know, the focuses on, uh, cyber intelligence and cyber methodologies has recently, uh, put a lot of focus on post-quantum or quantum resistant cryptography because we know that with the rapid evolution of quantum computing, well, faster than than what most have imagined.

Dr. David Utzke: And those of us that keep current, uh, in that technology have seen it, it just here again, it hasn’t been a realization to the financial sector and things like that that are now we’re 3 to 5 years away from breaking everything, uh, that is used from RSA in the financial sector and things of that nature. Um. The bigger threat to the distributed ledger site is in digital signature algorithms, not of stealing keys, but actually being able to spoof keys and transactions and, and take over, uh, assets in, in that space because of the old cryptography, uh, you end up with a completely new paradigm of potential criminal activity, uh, around this area. So here again, we’re trying to move people and, you know, by most analysts, banking sector and things like that, it literally is going to take anywhere from 2 to 5 years for financial institutions to do proper inventory of their digital assets, which that doesn’t just mean the kind of assets we talk about bitcoin, ether, things like that. We’re talking about all of their records, their transaction histories for customers, things like that. Those are all digital assets that banks hold. That transitioning them to post-quantum or quantum resistance cryptography is going to take 2 to 5 years. So we’re on a very tight timetable in doing a lot of these things. So bringing the sense of urgency is often, you know, it often resonates. But um, getting the action, uh, as you can well imagine sometimes is a little more difficult.

Lee Kantor: Now, is your solution, um, in the wild right now, or is this a hypothesis that you think would work if deployed?

Dr. David Utzke: So the design, uh, has a proof of concept, but because a lot of people try to frame it in terms of, uh, software as a service, SaaS, um, it’s not software, it’s actually integrating existing technology that, uh, for instance, um, the, the internet, it’s, it’s it’s built on uh, what’s called TCP, IP, uh, protocols. So the algorithms underline the, the internet are not, uh, per se software. It’s an infrastructure. And that’s what this really this design is around is creating private tunnels using post-quantum cryptography, uh, completely isolated off network vaults that have redundancies, uh, unlike servers, to the extent that the, you know, I’ve even designed the focus of, uh. The prevention around. Electromagnetic pulse type activities. We’ve we’ve had some threats of, you know, potential threats of that in the past. But, um, here again, we need to be looking at the protection of assets. It’s kind of like if you’ve ever seen, um, Bruce Willis in Live Free or Die Hard, the whole thing is around the apocalypse of the whole financial system, of the whole infrastructure of how things operate. Because one person knew too much about all of the systems. And that’s kind of where we’re at now. Uh, the vulnerability of our grid, things like that. We need to rethink how that is put into play and use new technology. While it’s in the case of Bitcoin, ether and the 3 million plus different DLT based assets that we have right now all operate around what people call wallets that originally were referred to as cores, uh, because they are loaded with software. And within that big folder of software, there’s another little folder with a file that has a dot data extension on it that holds the private key.

Dr. David Utzke: And that whole infrastructure is like old school stuff. And so we we bring about a new way of storing these keys. So again, back to your question. It’s not in the wild. It’s not a software. It’s implemented as a unique customized component for someone to use. And layered on that are different design components. For instance, uh, really emphasizing user access and zero trust architecture within organizations. That’s what happened to Coinbase, Coinbase at the beginning of the year. I just spent four hours on the phone with a gentleman the other day that called me. Reached out to me, he says. I was told by my CPA and many others that, hey, you’re the guy to talk to. I lost a half $1 million worth of assets. And as I started talking to him, it you know, Coinbase had a data breach, internal threat. It was it wasn’t an exploit by someone breaking into their system that the exploit was bad actors using internal, uh, personnel to extract a lot of data, personal data on account information that led to a phishing attack on customers. We can break that whole cycle. Um, people, unfortunately, are oftentimes the weak point in our vulnerabilities in cybersecurity. Kind of like going back to World War two with the Navy. My dad was in the Navy, but, um, the, uh, the idea of loose lips sink ships, right? Humans are still in this digital age. Uh, one of the biggest vulnerabilities in our cybersecurity framework.

Lee Kantor: So now, does your technology work, like, say, I’m ABC bank? Um, I can say, you know what I believe, doctor Dave? Everything you’re saying, I’m all in with your solution. Can I protect myself? Or does your solution have to be kind of holistically embedded into the system in order for it to solve my specific challenge?

Dr. David Utzke: Yeah. So, like in the case of, uh, key storage, uh, the way exchanges do it, uh, currently is again a real old school way of doing it is, you know, you basically send them your key, they convert your key to their key and they keep it in your, in their, you know, secure, uh, methodology that oftentimes we know from all the examples. And, uh, I just did an article for, uh, a cybersecurity magazine doing a postmortem on the Bybit and Coinbase, uh, issues that were there is that they they have control of that key with this particular infrastructure. We don’t want it integrated into their system. What we do is give them the ability to control their keys and an environment that we provide the framework for. And that’s the great part, is they don’t have to structurally integrate anything into their systems. So there’s never a compatibility issue. Uh, so they can operate, um, within a completely outside of network infrastructure for their digital assets. And we know banks, uh, especially with the passage of the, uh, clarity Bill now, act, is that banks are adopting these pegged USD tokens like Usdc. And a lot of new ones are coming along, um, simply because it introduces an avenue for people to monetize on pegged USD tokens. Uh, but Usdc, uh, circle here in the United States is is the largest and, um, you know, publicly traded company now.

Dr. David Utzke: So banks are jumping into that. Partnerships, uh, are being formed. Things of that nature. But we want to be able to manage those keys. Um, and when I say we, the institution actually manages their own keys through a very, uh, safe but simple process of user authentication and always having access to their system. So essentially what it does is even if they use the repository because the private, uh, tunneling, uh, outside the web environment is always there. I mean, the only way they would ever lose access is if the entire internet network goes down. Um, we see web facing infrastructure go down and people refer to it. Oh, the internet went down. Well, the internet didn’t go down. It was the web portals that rely on the internet that went down. So the internet rarely goes down. Um, and so building that framework within the, the, the larger internet tunnel network allows them for if MyKey went away tomorrow, they’ve still got that tunnel. That tunnel doesn’t belong to us per se. We just created a private tunnel access for them that they maintain, uh, exclusive use of outside of the publicly used tunnel that gets, uh, gets created for the web environment. Hopefully that kind of makes, uh, a little bit of sense.

Lee Kantor: Yeah. And, um, so what do you need more of? How can we help you? What do you what do you need? Uh, you know, to help your company Get out there and do the work that you were trying to do that you are trying to do.

Dr. David Utzke: Well, at this point, we’ve you know, we’ve managed to, um, be completely self-funded, uh, as a company. So that has been a huge benefit. And what we’re trying to really do is just build a network of, of advocates, um, and opportunities to share what this technology can do, uh, for financial institutions and things like that. Because sometimes getting to the decision makers, just like in government, military, getting to the decision makers is sometimes a little tough. Uh, there’s a lot of layers there to, to peel back before you really get through. So, you know, you can you can convince, uh, you know, gatekeepers that this is the, the best thing since sliced bread. And yet, they’re not the ones that, you know, uh, are the decision maker in, in adoption. So, uh, talking to folks like yourself and things like that is just, you know, looking for those, those network opportunities to get introduced, uh, to the technology leaders. Um, you know, I wished I had, um, you know, direct access to, um, you know, David Sachs at the white House and things like that. And, um, you know, those that are developing the bitcoin, uh, reserve fund, uh, to explain, hey, you don’t want to keep these on an exchange, and they’ve expressed as much, but we need the opportunity to be able to explain to them, hey, there is a better way of doing this. A just because it is not widely adopted as a technology doesn’t make it bad.

Dr. David Utzke: It’s kind of like, you know, when when AI was first introduced. You know, back in the 50s, 60s, I started studying artificial intelligence technologies, specifically in the natural language programing, NLP, which was one of the first, uh, use cases technologies behind AI. It’s like, oh, how are we ever going to use that stuff? Ah, and then all of a sudden in 2015, you know, you get this company, OpenAI, that develops the first chatbot in 2018. Still nobody paid any attention to it. 2019 they came out with a better version of it. It wasn’t until November of 22, um, you know, seven years later that everybody’s like, oh, wow, this is this is like great stuff, right? So, uh, it just takes time, uh, for that adoption in the, in the technology adoption cycle. Um, not new to it. Watched it with the internet. I mean, I was in undergrad in the early 80s, and, um, we were working on Arpanet back in the day, and it wasn’t until 1990 that the open source internet that we have today to build infrastructure on, like web pages, which came a couple years later from Timothy Berners-Lee. But, um, it was still a decade and a half later, and you had roughly 14% of the population taking advantage of, of the internet. Now everybody’s on it. But, you know, the internet, the internet protocols have gotten old. And what we’re looking at right now, um, and moving towards in even how we have framed the technology that we’ve worked with is an eye on the future, you know, having the benefit and hindsight of technology, of the past and how long it’s been around is we already have the beginnings of quantum entanglement or quantum internet.

Dr. David Utzke: 2010 was the first white paper, uh, and and research paper on the introduction of quantum currency, um, quantum dollars. Uh, there were newer papers that came out in 2019. Two of the newer ones were in 2022. But folks, we we’re looking at, you know, old technology with Bitcoin and Ethereum and Solana. Those are old technologies. When we look at where we’re going with quantum and already having, um, decades of research papers on, on concepts, kind of like David Chaum in the, in the late 70s, early 80s, wrote his doctoral dissertation on the ability to have an internet based currency, which didn’t become reality until a decade or decade and a half later, we’re at that stage right now where everybody’s like, oh, you know, Bitcoin’s a 100 year asset. And yet is it with quantum quantum currency a quantum internet? We’re looking at probably the next, you know, 5 to 8 years of seeing a new introduction of a quantum currency that will basically cause Bitcoin and things like that to be obsolete. And we’re already designing protocols around how do I secure a quantum currency asset.

Lee Kantor: Well, you know, things happen gradually then suddenly. So I’m sure.

Dr. David Utzke: Exactly.

Lee Kantor: You know, it takes a minute to, you know, how many decades to be an overnight success. I think that’s where, uh, you know, the change is going to come. And people don’t like change. So it just the speed of how technology moves, you know, currently is just uncomfortable for the people who are invested into the status quo.

Dr. David Utzke: Yeah, you’re exactly right. And that that is where a lot of the problem lies. They’re heavily invested in what they currently see. Um, and not enough attention given to the future. And, and so, you know, um, very long explanation to your question, but that’s, that’s really, you know, a big part of the hang up is just getting people to make that transition. Um, and explaining the importance and why it needs to be done. And hopefully I’ve kind of provided a, a background on why it needs to be done.

Lee Kantor: Ah, you definitely have, uh, started a conversation and I’m excited to see how it progresses. Um, so you’re looking for other kind of technologists to just keep networking with and to keep building up a tribe of people that can help move the needle in this manner, right into just open their eyes to, hey, this is going to happen whether you want it to or not. So you better get a board. Um, if you want to really get ahead of things and to protect yourself from things that are going to happen in the not so distant future.

Dr. David Utzke: Yeah. No, absolutely. And even, you know, going beyond the technology itself in terms of the governance of the technology, I mean, we saw just last week Bitcoin was like on an upward trajectory because of the the thought that the Clarity Act was going to be, um, heard by Congress. Very good chance of passage. Um, you know, well before the midterms, maybe in the next month. And all of a sudden last week, everything fell apart because of a few of the large stakeholders, uh, in the space. And, uh, we don’t we don’t we don’t like that. And they’re still trying to now, in retrospect, look back on the clarity Bill, which I had the opportunity to, uh, write a response to the Senate Banking Committee who was asking, hey, how is how we’re looking at this the right way? Had a phenomenal opportunity to kind of detail, hey, these are some things that you haven’t considered, uh, with clarity. Uh, and these are some things that you didn’t think about in the genius act. Um, what really needs to happen here? And, you know, one of the networking partners that I’m using right now is, is Dara under the, um, Blockchain Legal Institute out in Maryland, uh, is the development of an SRO or a self-regulatory organization that would be staffed? It would be a little bit like Finra for the securities arena, but this would be built more around, uh, independent.

Dr. David Utzke: Um, so we wouldn’t be looking to stakeholders of of populating a an SRO, a self-regulatory organization, simply because of the conflicts of interest. So staffing it with independent technologists and those that are very well, um, versed on the trading activities of, of digital assets. Again, not looking for stakeholders, but there are many out there that that have a very good background in, in asset trading and things like that, bringing together two branches of an SRO that would be able to, under the guise of wherever Congress would want to put it, to be able to guide the development so that we don’t have much of the mess that we have today with a lot of the Dijon, uh, casino model trading of meme token assets that are ripping people off of development of weak layer, two contracts that are exploited and people lose their assets. And what makes it worse then, is that the project shuts down because they can’t make, uh, users that lost assets whole. So the project goes kaput. Goodbye. It’s no longer there. Uh, forming an SRO around, uh, governance system around this, I think, is as critical as looking at the technology itself.

Dr. David Utzke: And I think the same model needs to be applied to artificial intelligence, uh, technologies, because there’s over a dozen different AI technologies. And so far the, the focus by Congress has been on this whole chat bot technology. Chat chatbots are what’s referred to as artificial narrow intelligence, which, uh, as an AI engineer in that that realm we refer to ani artificial narrow intelligence as as stupid AI or weak AI. Um, to be a little nicer about it. And so you’ve got a singular focus on a single AI technology. But what about the dozens of others? The Gans, the CNN’s, the RNNs, the the deep learning, uh, the deep neural networks, the shallow neural networks? You get the idea of where are we at at focusing on a governance framework for things like that. Um, so working very hard with some partnerships right now as well, uh, around just the governance framework, Congress is not equipped. And asking for stakeholder input isn’t terrible, but stakeholders are the wrong people to guide legislation simply because They are going to want Congress to move in the direction that is going to benefit them, maybe not the entire user community or the technology development community.

Lee Kantor: Yeah, there are, um, some, some issues when the people that make the rules don’t understand, you know, the current real situation and then can be influenced by people that maybe don’t have kind of the holistic, um, kind of their heart might not be in the right place. Uh, on solving some of these problems.

Dr. David Utzke: And to your earlier point of, you know, the, um, lack of change just because of the embedded, uh, investment in their current technology stakeholders are certainly in that camp because they’re trying to make Bitcoin a 100 year asset, uh, narrative. While I’m looking at the landscape changing very rapidly into quantum currencies completely different and outside of the distributed ledger technology. That again, is is 40 years old, right?

Lee Kantor: And we barely even gotten comfortable with cryptocurrency.

Dr. David Utzke: Barely gotten comfortable with that. Exactly.

Lee Kantor: And then you’re saying let’s we’re going to now fast forward to a new thing that you haven’t even heard of. Um, but trust me, this is the one technology.

Dr. David Utzke: I mean, we’re moving towards this era of singularity. Everybody talks about singularity. And yet, you know, where the technology becomes as intelligent as, as humans. And and when we see the, the path, the, the graphic representation of the polynomial growth towards that, it’s going fast. And yet we’re moving at 1940s pace of, of adapting.

Lee Kantor: Right. But we don’t think we are moving at 1940s pace. That’s the problem. We think.

Dr. David Utzke: That’s the problem.

Lee Kantor: That we’re not. We think we’re moving fast, but we’re just not moving as fast as the new definition of fast is.

Dr. David Utzke: And I think that’s where the military’s done a great job. I mean, when you take a look at the integration of, um, secure communications using distributed ledger technology, AI, swarm technology, using, um, you know, uh, deep learning, uh, uh, AI technologies, uh, I mean, I’ve, I’ve, I’ve had nothing but praise for the military working with some of the brightest corporations out there around the the integration of cutting edge technology that’s taking them into the next, uh, age of warfare. And it’s been beautiful to see. I just wish we could get more of that. That mindset in the, uh, civilian, uh, sector, uh, of the of the government, uh, moving in that direction as well.

Lee Kantor: Right. Because life and death is the tip of the spear. I mean, that’s when that matters. That’s where the attention is going to go first. I mean.

Dr. David Utzke: And and even in this digital asset space with, with the, with the push that the executive order towards um. Digital asset, you know, Bitcoin reserve funds and now all the states have started doing it. Now other countries are doing it. And things like, I mean the security uh, and thought of quantum post-quantum cryptography around protecting assets as opposed to the old 80s RSA, ECC technology that gets used in the financial sector, the distributed ledger technologies and things like that. Um. They, they really need to, you know, coalesce around adaptation towards the future as opposed to just this focus on trying to continue to build and develop on on what they have currently. Um, it’s kind of like, uh, trying to build an EV out of an Edsel.

Lee Kantor: Right. Well, that’s I mean, isn’t that a common way humans evolve? Like they just keep trying to fix the thing that came before it, rather than kind of starting with a blank sheet of paper. I mean, that’s just kind.

Dr. David Utzke: Of like the quote from Einstein, you know, and it’s very valid in so many respects that, you know, um, if you keep trying to do the same thing, expecting a different result and, um, at some point in time, you’ve got to sit back and say, gee, I’ve got to look at this a different way. I’ve got to approach this with a different technology. And so, yeah, and, well, you know, I think he’s famously quoted as saying to, uh, the same minds that created the problem aren’t the ones to create the solution. And that’s kind of where, um, you know, we’re at, um, we didn’t create the problem, as a matter of fact, for, for decades, I’ve been a researcher with distributed ledger, um, technology since, you know, since the 80s and, uh, in undergrad, I mean, we were learning about doctor, uh, Claude Shannon, who introduced block ciphers in 1949, in a Bell Labs paper that tells you how long, you know, blocks of data, encrypted data have been, have been around. And and it’s like we’re still kind of stuck in, in that framework. So, uh, a lot of these minds that, that are so focused on, on this, this idea of, uh, blocking technology for data security and things like that. We’ve got a national security issue around just just our data that we’ve collected.

Lee Kantor: Yeah. I mean, it’s we’re so invested in the past, we can’t see the future.

Dr. David Utzke: Yeah. And that’s, you know, um, um, the book that Wiley just recently published that they commissioned me to author, uh, called the Digital Asset Technology Guidebook. Um, I, you know, I provide a lot of the history behind these technologies and, you know, provide a path forward looking at the new technologies that are going to replace what, what they have, but they just can’t see it yet. And, you know, one of the quotes that I use when teaching grad classes in CPE sessions is that without a without a good view of the past, you don’t have an accurate, uh, picture of the future. Because if you don’t understand what’s happened in the past, you clearly can’t make a path forward for the future because you think the future is the here and now. And it’s like you’ve totally missed where all of this stuff came from in the past and how it’s evolved. Um, you can’t see the path forward as to how to evolve past what’s here today and moving to the technologies that are here today and will be the technologies of the future. But we need to be focusing on them in the here and now as we make that transition.

Lee Kantor: So, Doctor Dave, if somebody wants to connect with you and learn more about MyKey technologies, is there a website? Is there an easy way to connect with you?

Dr. David Utzke: Sure. One of the easiest ways to connect with me, um, being in the federal government is as an investigator and things like that. I have a completely open profile. So there’s, um, connecting with me on LinkedIn. It’s just, you know, Doctor David, I’m pretty easy to find. Um, you can connect and direct. Message me with any contact us questions or anything that that there might be. Um are our website is my dash dot io. Uh, we’ve got a little information out there on some of the, uh, technology designs that we have, uh, around, um, digital asset key vaults, uh, and things like that. We’ve got the white paper posted there, things like that. So pretty easy to find.

Lee Kantor: And utsc is spelled UTS k.

Dr. David Utzke: That is correct. Um.

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

Dr. David Utzke: Thank you. Lee, uh, it’s been a pleasure speaking with you.

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

 

Mary McCorvey: Moonshots, Media, and the Art of Building What Matters

January 23, 2026 by angishields

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Mary-McCorveyMary McCorvey is a seven-time founder, U.S. military veteran, and creative powerhouse whose ventures span media, technology, and social impact. Her work lives at the intersection of innovation and storytelling, where she elevates bold ideas and brings them to life with purpose and heart.

Most recently, Mary collaborated with Intuitive Machines, the pioneering Houston-based aerospace company that helped the United States return to the Moon. Through this historic partnership, she helped shape narratives that captured not just a technological feat, but a national moment—showcasing how courage, vision, and collaboration can turn moonshots into reality.

As the founder of a production company, Mary brings a unique voice to storytelling—one that blends creativity with conviction. Whether in business, leadership, or life, she inspires others to define and pursue their own moonshot, while embracing the lessons that come from the journey, even when the outcome isn’t what was expected. Mary’s work reminds us that dreaming big isn’t just about where we land—but who we become along the way.

LinkedIn: https://www.linkedin.com/in/marylmccorvey/

Transcript-iconThis transcript is machine transcribed by Sonix

 

TRANSCRIPT

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

Trisha Stetzel: Hello, Houston. Trisha Stetzel here bringing you another episode of Houston Business Radio is my pleasure to introduce you to my amazing guest today, Mary McCorvey, a seven time founder, Gulf War veteran, host of the podcast, and the book Experience over expectation and creative force behind multiple ventures spanning media, technology and social impact. She recently collaborated with Intuitive Machines. We’re going to talk about that some more. The Houston based aerospace company that made history by helping America return to the moon. Through her production company and storytelling work, Mary explores how courage, vision and collaboration turn ambitious dreams into reality. Today, we’ll talk about what it really means to take your moonshot in business, leadership and in life, and how success often comes from the lessons learned when you don’t quite reach the moon. Mary, welcome to the show.

Mary McCorvey: Thank you, Trish, very much. Appreciate it.

Trisha Stetzel: I’m so excited to have you on today. So tell us a little bit more about you, Mary.

Mary McCorvey: Well, it’s it’s, uh, that that introduction that you just gave me is a is a tough follow up. I think for our conversation today, I’m extremely excited about talking about my passion around business and especially around founding businesses and creating and executing those businesses in a very successful way, and that that success can can take on many forms. We have the traditional success of the hockey stick growth of a company. We also have the the other kinds of success in founding companies and achieving the dreams that the founder has from the beginning and and growing throughout. So I’m delighted to be here and talk with you about that.

Trisha Stetzel: Fantastic. So, Mary, you founded seven companies. What is it that keeps you coming back to build again and again?

Mary McCorvey: Trisha, that’s a great question. And I and as I started down the path of, uh, repeatedly founding companies, I started asking myself the question, my gosh, Mary, or are you not do you not have, uh, a commitment? Uh, but the but the answer evolved into. I came to understand that that my sweet spot, my passion, my skill set is really in the founding space. It’s in the ideation. It’s in the creation. It’s in the acknowledgment of an idea that that can be brought to fruition and find its way in the business, uh, and, and also impacting people’s lives in a positive way, which is that’s, um, an aspiration I think, of most businesses is that we want to impact our, our clients and the people that we interact with in a very positive way. So when I accepted that founding is really what my passion is, that became an evolution for me over, like you said, seven companies and some of those companies went on to achieve their own measure of success, and other companies went on to become, you know, to work their cycle and work their way out of business. And both of those, those ultimate destinations are, you know, the a part of the adventure of being a founder.

Trisha Stetzel: Yeah, absolutely. Have you found a common thread that connects all of these businesses together? I know you described a few things that you’re really interested in and things that you’re really good at, but what is the common thread that connects all of these things that you engage in?

Mary McCorvey: Well, as a founder there, what I’ve really discovered is the through line for each founder and be different. So for me, for example, the ability to impact the greatest number of people is very, very important. And and it completely influences the the means by which I’ve found companies and the, the creation of, um, our, our product or our services. And so for other people, it can be, um, I want to influence a small group of people within my community or for a particular purpose. And, and that is a very different journey than the, the journey that I choose. But, you know, when you were talking earlier about my literal moonshot, right? That was an aspiration of reaching as many young people as possible on the face of the globe, and influencing them to be able to take their own moonshot. So that’s that through line of what is it that you’re really trying to do? And as you’re going through the journey, going back to does this hit? My goal is the decision that I’m making at any given time. Is it is it true to the purpose of what we’re trying to do? And that helps really in decision making processes and and outcomes.

Trisha Stetzel: Yeah, absolutely. Can you talk a little bit about how your military service and the things that you’ve learned there have translated into business for you.

Mary McCorvey: Absolutely. Um, Trisha, my my military service. And I believe that that most people I haven’t run across another military service person that hasn’t said that the the influence of their experience lasted them a lifetime and profoundly impacted their professional and personal lives. And so for for me, I’m sitting here today talking with you because of the choices that that I made in the military and the support and leadership that I received in the military. So my experience was and my job was with the American Forces Radio and Television Network. And it’s that is an example of being able to reach a large number of people at one time. And and that is an underscoring of my through line, for example, and that I went on to continue in communications and public affairs and, and broadcasting and journalism and all of that came from my military experience. Why in the world would the military, you might ask us, have a, a, a radio and television network, why invest in, in that kind of an endeavor? And the purpose is it takes me back to when I was serving in Kuwait toward the end of the Gulf War, and troops had moved up from Saudi Arabia and were there in the the thick of the the oil fires and the desert storms and the the sand blowing. It was a really miserable conditions. And in the middle of all of those thousands of troops, there was a truck. And in that truck was a broadcast booth. And in that broadcast booth, they were sending out, um, information to the troops that were there. News from home. Sports scores. Familiar music. Information that made the troops feel like they had some sense of reality within a very, very difficult environment. And that, to me, is a pretty laudable goal.

Trisha Stetzel: Yeah. That’s huge. I remember Mary being in a foreign country. I was not in the desert. It was not a war zone. It was completely different. But being in a foreign country and only having the military network to watch TV and listen to music, and it was a blessing because there was nothing else that we could watch or understand being in a foreign country. Wonderful story. So, Mary, how do you balance this vision with execution? So as a founder, you have a big idea worth pursuing. And so there’s a vision. How do you balance that with the actual execution of getting that business moving in the right direction?

Mary McCorvey: That is a great question, Trisha. The the process that that I use is really pretty simple. I come up with an idea and I do the due diligence on it within myself, upon reflection and within the marketplace to understand whether it is viable. And then I make a decision. I’m going to dedicate my time, talent and heartbeats. To make this happen. And then I gather around me the right resources, the right people. I’m. I am blessed by the knowledge that I don’t know everything. Right. But what I do know, and what I can do very well, is I can surround myself with people that are great at what they do. And then we can come together with a plan for execution, and then we execute on that plan. That’s the process that we go through.

Trisha Stetzel: I love that. So, Mary, you know that a lot of my audience are, um, military veterans, some of them even active duty, but most of them veterans. What advice would you give to someone who’s transitioning from the military into the civilian world and wants to do work like you did? Be a founder, start a business. What would you tell them? Where should they start?

Mary McCorvey: That’s a big of a big leap. Mhm. It’s um, moving from the directly from the military into the entrepreneurial world. Sounds like it’s something that, you know it’s very appealing to a lot of military people. Um, I would say that an understanding of moving from a large system with a great deal of structure and support and into an environment that has no structure and very little support, is a big leap. Now, should they not do it? I’m not suggesting that I think that someone who has a passion and knows what they want to do and has the ability to do it, meaning to gather the the resources around them and execute. We’re very as military people, we’re very, very good at execution. But we also know that the training that we have received to go on to the mission, when you get out into the mission, you know that it’s very different. And you you adapt and you adjust. And those are very great skills to have in the entrepreneurial space. Going directly into that, um, is, again, something that requires a lot of thought, especially if you have a family, because you need to be able to support them and have a roof over their head and food on the table. Um, so what I would recommend is there is often within the military transition.

Mary McCorvey: Most often members that come out and go into the business world go into a job that that is helps them understand where they fit into the civilian society and what what the differences are between, um, being in the military and being in a civilian job. That often takes, you know, a year. Sometimes it can be two. Um, but during that period of time, what I recommend is that you learn what it’s like to be in the civilian world. You think about your idea, you gather your resources, and then you can execute with some additional measure of reassurance. Whereas if you go directly it’s it’s it’s a big it’s a big risk. In any case risk uh around entrepreneurism is very, very high. Um but it and what I do is every time I’m a very I have a very high tolerance for risk. But risk mitigation is extremely important to me. Um, and in the, the military world, we call it safety. Let’s let’s be sure to save lives. Right? Uh, in entrepreneurism, it’s like, okay, how do we mitigate risk associated with the success of this company and, and success of the people within it? So it’s a whole different ball of wax than a military experience?

Trisha Stetzel: Yeah, absolutely. Okay, so, Mary, I am sure that people have questions for you. I would love to be able to connect them to you. What is the best way for my audience to connect with you?

Mary McCorvey: The best place to find me is at Mary McCorvey. Com and I’m also on LinkedIn, and I welcome connections with anyone that wants to talk about business, especially veterans. Uh, I have, um, a long time commitment to helping military members who are transitioning and also veterans who want to start their own businesses. So I’m glad to help anyone.

Trisha Stetzel: Thank you so much, Mary. Her last name is spelled m c o r v e y. If you’re looking for. Of course I will have that in the show notes. So you guys can just point and click and get in to contact with Mary. Okay, so I’ve heard some really great things. One, so much passion for the things that you do and having a vision and being able to execute. And the most important thing that I heard was you have to have the resources. And you talked about the humans that you surround yourself with. And I think that is so important, the people that we choose to have in our room, or the people that we choose to go forward with, that plan is so important. So can we talk about something kind of fun since I’m in Houston?

Mary McCorvey: Absolutely.

Trisha Stetzel: I would love to talk about your collaboration with Intuitive Machines. So how did how did that partnership come about, and what was it like helping a Houston based team land on the moon?

Mary McCorvey: Well, I don’t know that I helped them land on the moon. They were trying very hard to help me land on the moon. I came up with this idea that I really wanted. I found out that that the evolution of commercial space had reached a point where, um, Intuitive Machines is is one of several companies that received NASA contracts to land on the moon again after so many years. And I said, well, if somebody’s going to the moon, I would really like for young people to have an opportunity to go with them. Not personally. Um, and because people say to me, Mary, they know me well. Mary, don’t send young people to the moon. Don’t. And I said, alright, I won’t do that, but I’ll, I’ll do everything possible to send their work to the moon. Mhm. So we came up with an idea uh, for a company called moon, Mark and moon. Mark’s mission was to create opportunities for young people to develop a design and build lunar rovers that would go on Intuitive Machines, landers, on a rocket, on a space rocket that would land on the moon. And when they got up there, they had a fun mission of racing each other. And then they had a scientific mission that had a 30 year longevity to help with geospatial, uh, work on the moon.

Mary McCorvey: After the race was completed. So we had a very fun element to that. Um, and people will will ask me, well, because I was asked when I came up with this idea, Mary, uh, you know, are you an astrophysicist? No. Are you a rocket scientist? No. Are you an engineer? No. I’m not. I’m not any of those things. But I know how to find those people and going through the process. Um, well, first of all, I had to understand. I had to know how I could fund this business. How what was the business model around it? And the business model was that I and I had successfully used this business model before. It was very comfortable with it. Have corporations do marketing sponsorship for, uh, for young people to be able to so that we would document their journeys on their competitions to get their work on the moon. And then we would, uh, distribute those those, um, those those videos and films so that the, the sponsors would have the marketing value that they invested in. So that’s how we got money in the door to do what we were trying to do. Then we needed some rocket scientists and physicists and some engineers, and we turned to Intuitive Machines in Houston.

Mary McCorvey: And I cannot say enough about that company and the work that they have done it. It truly is an extraordinary company in and of itself. What they’ve been able to do in the commercial space range is, um, is absolutely fascinating from a business perspective. And they also have a culture that one wants to emulate in the business world. And so we got together and we aligned our our two missions, and we were on the path to get these young people’s work on the moon. What happened? The pandemic happened. We were supposed to land on the moon, um, in October of 2021. Well, we know what happened. And when the pandemic happened, the space world essentially slowed down to a crawl, as did many, uh, industries across the world. And so by the time Intuitive Machines was ready to go to the moon in March of 2024, we had lost our window of doing what we wanted to do. And so it was a very, very painful thing to do to wrap up moon Mark, because that was my founder’s moonshot about what we were able to do is a global competition for young people to design, um, rovers that could operate on the moon. And they did.

Trisha Stetzel: Wow. So moon Mark was essentially a success, even after all of the things that you had been through. Congratulations.

Mary McCorvey: Well, thank you very much.

Trisha Stetzel: I want to talk about moonshot. And you you say you miss your moonshot because we didn’t actually get there, but you created something really amazing. So what is moonshot mean to you now? And how do you translate that mindset into leadership here on earth?

Mary McCorvey: Well, uh, you know, there there are many people who would like to bring Mary back down to earth. That’s that’s always a that’s always a great aspiration to have. Now, when it when I would like to share that that the moonshot mine was a literal moonshot. Right. But the but the moonshot for the individual founder doesn’t have to be that extraordinary. It can be something that you you desire to have the impact that you want to have. If you want to have a a dry cleaning business and you want to grow that dry cleaning business to franchises across the region or across the country. Okay. That’s a moonshot. And there are things that are associated with that that you have to understand and be willing to go after. And those and and those are things that I call, um, you know, the 4:00 wake up call, the 4 a.m. wake up call where you lay in bed and you go, what in the world am I doing? Is this possible? What is the impact that I’m having? What is the realistic aspects of what I’m doing, what I’m facing and what I’m achieving or not achieving, and the decisions that are that come around that. And that’s where the leadership comes in. Sometimes you have to make really tough decisions. Sometimes the, the, the, the scalability of the business is regional and not national. Sometimes you’re, you’re you’re saying, well, I took a shot to to open five dry cleaning companies and I opened two. Okay, but you took that moonshot. What are the elements in place that that require you to be able to take that moonshot and and that I will go back to risk management, right. You have to be willing to take a big risk to take your moonshot, but you also have to do everything within your power to mitigate those risks, to manage those risks, to enable the ability, uh, for you and your company to achieve the potential that you want.

Trisha Stetzel: Absolutely. So I think, Mary, this is a good time for us to chat a little bit about the book and the podcast of the same name. Experience over expectation. What would you like the listeners to know about that book and then tell us where to find it.

Mary McCorvey: Well, the the I wrote the book experience over expectation because I wanted to share stories of my, uh, professional personal life. And the the journey that I took to write this book. So it’s not, um, a normally written book because I’m not a normal person. So what I did was I took stories from my professional and personal life, and I asked artificial intelligence, five actual platforms of artificial intelligence to analyze those stories. And what what they ended up with the culmination of the of the different work of the different platforms, um, resulted in a massive Literature search of thousands and thousands of like cases of my particular story. So I said, here is my story, here are my choices, here were my decisions, analyze it. And it came back with these are the implications of what you decided. Here are case studies of others who made similar and different decisions. And the reader can align themselves and their own experiences with learnings from. That’s my intent anyway. Learnings from the artificial intelligence analysis.

Trisha Stetzel: Wow. That’s amazing. So, Mary, where can we find your book?

Mary McCorvey: Well, you can find it on Amazon, of course. And also anywhere you you find your books.

Trisha Stetzel: Okay. Fantastic. So you guys, if Mary ever writes another book, we’d want to be a fan of hers on Amazon, so go find her. As an author, Mary McCorvey McCorvey favorite her as an author. So the next book she writes, you’ll get a notification while and go by this one.

Mary McCorvey: Thank you so much.

Trisha Stetzel: Yes of course Mary. Um, we are at the back end of our time, but I do want you to tell us a little bit about your podcast. And then I have one more question for you.

Mary McCorvey: Okay. The podcast experience over expectations is one where I welcome individuals who have very unique stories to tell. And we we focus on what those particular stories are and how they are. And you will find this aligning with my through line, how how they relate to many, many different people on a universal level. Okay. What’s your last question?

Trisha Stetzel: So my last question for you, Mary, is for someone listening right now who’s ready to launch their own moonshot in business leadership or even in life, what’s the first step they should take before a liftoff?

Mary McCorvey: Before liftoff. It’s a long way to Tipperary. When you. When you’re thinking about lifting off.

Trisha Stetzel: I know I’m just playing on words.

Mary McCorvey: If you. If you want. Um. The thing that I have learned is that we have a finite number of heartbeats. And how we choose to spend those heartbeats is essentially, you know, an everyday decision. And so if you find yourself in a moonshot state of mind, you know, taking a real stretch for yourself. Then think about how am I spending my heartbeats? Is it driving it more? Is this a good investment of my heartbeat, my time, my talent? And and answer that question. Do the reflection. Do the internal work necessary. Because, as I mentioned, it’s a long way to Tipperary. And a lot of days and and and nights of questions and answers and decisions, um, that will lead you to reach for that moon mark or that moonshot and and achieve take off. Wow.

Trisha Stetzel: Amazing. I love that. How are you spending your heartbeats, Mary? This has been so amazing. Thank you for spending your time with me today. I have really enjoyed our conversation.

Mary McCorvey: Thank you Trisha.

Trisha Stetzel: All right you guys, if you want to connect with Mary, it’s Mary McCorvey MC c o r v e y. Her contact information will be in the show notes as well. And that’s all the time we have for today. So if you found value in this conversation that Mary and I had, please share it with a fellow entrepreneur, veteran or Houston leader ready to grow. And as always, please follow, rate and review the show. It helps us reach more bold business minds just like yours. Your business, your leadership and your legacy are built one intentional step at a time. So stay inspired, stay focused, and keep building the business and the life you deserve.

 

Steve Klebe: Life, Leadership, and Lessons from the Payments Pioneer

January 23, 2026 by angishields

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Steve-KlebeSteve Klebe is a payments industry trailblazer whose 35+ year career has helped shape the infrastructure behind today’s global digital commerce. From spearheading enterprise payments performance at Stripe, to leading global partnerships for Google Pay (GPay), to holding executive roles at Verifone and CyberSource, Steve has been at the forefront of innovation in how the world transacts.

Now semi-retired, Steve lends his expertise to the fintech ecosystem as a board member and advisor to emerging companies, where he helps the next generation navigate the complexities of modern payments. A trusted voice in the industry, he brings decades of experience in scaling platforms, driving partnership strategies, and ensuring secure, seamless payment experiences.

More than his milestones, Steve is passionate about mentorship, staying curious, and leading with integrity. He believes true success comes from the impact you make and the joy you find along the way—wisdom he shares in conversations like this one with Trisha on Houston Business Radio.

LinkedIn: https://www.linkedin.com/in/sklebe/

Transcript-iconThis transcript is machine transcribed by Sonix

 

TRANSCRIPT

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

Trisha Stetzel: Hello, Houston. Trisha Stetzel here bringing you another episode of Houston Business Radio. It is my pleasure to introduce you to my guest today, Steve Klebe, a payments industry veteran with over 35 years of experience shaping how the world moves money. Steve recently retired three years ago from full time work, but continues to serve on multiple private company and advisory boards. Most notably, he was the head of enterprise payments Performance at stripe, where he led key partnerships and represented the company in global payment associations. Before stripe, Steve served as head of GE business, developed for PSP partnerships at Google, helping grow the platform’s acceptance to over 150 payment service providers worldwide, supporting hundreds of thousands of merchants and millions of transactions. His career spans leadership roles at Verifone, Cybersource and Google, and he’s spoken at dozens of industry conferences about the future of payments fraud prevention and authentication. But beyond the professional milestones, Steve is passionate about giving back, enjoying life beyond the boardroom, and mentoring the next generation of leaders in tech and finance. Steve, welcome to the show.

Steve Klebe: Oh thank you Trisha. I’m really looking forward to the conversation.

Trisha Stetzel: I’m excited about having you. So tell us just a little bit more about who you are.

Steve Klebe: Ah, well, um, you know, I’d like to say that this whole journey was planned, but it wasn’t. Um. Uh. Oftentimes when I’m engaged with my younger colleagues throughout my career and they would look at my career path, um, they would presume that I had planned it all. Um, and I hated to break it to them that, you know, uh, most of it was fate and spontaneous, you know, combustion. Um, so really, um, uh, I, you know, was blessed, um, with, uh, being around a lot of really smart, hard working people. And, um, um, early on became passionate about, um, you know, being involved with products that, you know, actually had a, you know, pretty significant impact. Um, and so, um, I think, you know, in another life, I’ll probably come back as a product manager, um, rather than a sales and partnerships person. Um, because at core that’s, you know, that’s really, you know, what, uh, motivated me most of the most of the time of the journey. Um, but like, for example, I just came back from a trip to New York and, um, I got together with six of my former Google colleagues, and, you know, they’re all like, roughly mid 30s to late 40s, um, and just extraordinary people. And, uh, they’ve all, all but one have left Google. Um, and so, uh, but all through the years I’ve, I’ve had the pleasure of, um, uh, being approached not only to be a industry expert advisor, but to also just, you know, uh, be a career coach, you know, very unprofessionally trained, you know, career coach, um, and, and the like. And now in my role, um, with these various startup companies where I’m an advisor or a board member, um, you know that that’s also something that I really, you know, enjoy, you know, doing, um, blending the career experience and the domain experience with just meeting, you know, new, interesting people who are passionate about something, um, and having the opportunity to help them, you know, has been, you know, fantastic.

Trisha Stetzel: I love that. And we won’t tell your wife that there’s a third chapter to this life. Okay? I promise I won’t tell her.

Steve Klebe: Fair enough, I appreciate that.

Trisha Stetzel: Okay, so I know you mentioned that you didn’t have a plan, but I’m guessing that you made some decisions. Looking back, what was the most pivotal career decision that you made and what did it teach you about risk and timing.

Steve Klebe: Yeah. So I, I, um, the way I normally would answer that question is the first, you know, 20 years. Uh, first of all, I never planned to be in sales. Um, but it just so happened that the very first job I got out of college was in sales. And luckily, um, this was a very small company, but, um, you know, they had kind of co-opted a, uh, a sales training program and, um, you know, gave it to us. And they put us through a pretty extensive sales training program, which was unusual for such a small, you know, company. So I learned some extraordinary skills, um, that, uh, you come to learn later in life, serve you whether you’re in sales or not. Um, so I went from direct sales with that first company over five years to ending up running the sales team. Um, and, um, I did that at a couple of other companies subsequently. But then about midway through my career, I really decided that I was better at product related things and partnerships. Um, and uh, also, uh, didn’t want to manage people any longer. Uh, I realized that that was not my forte, um, that I was much better at, uh, interacting with clients and partners, um, and, um, um, and focusing on working with the product teams to actually, you know, either come up with new product ideas or enhance the products that we had.

Steve Klebe: So, like when Google, uh, reached out to me 15 years ago to recruit me, um, I made it very clear, um, that, you know, I did not want to manage people, uh, and they were okay with that. Um, but along the way, you know, my manager, you know, multiple times, you know, said to me, well, you know, you’re only going to go this far here if you’re going to refuse to manage people. Uh, he finally insisted that I manage one person for about two years. Um, which was easy because he was a friend and a colleague and totally competent, so I didn’t have to, you know, uh, you know, really manage him. It was just on paper only. Um, but, um, so that was an important career, you know, move. It was a conscious decision on my part to move out of direct sales and sales management into partnerships, and then, you know, not to want to manage people. And I was at a point in my career at that juncture where, you know, I could sort of, you know, I was willing to take the consequences, you know, of what that meant.

Steve Klebe: The other thing, I guess I would say is, um, you know, I worked for ten companies across 44 years, and most of them were early stage companies. I was the third employee, the 15th employee, the 35th employee, etc. when I got to Google, I was the 45,000th employee. Um, and I, you know, during the nine years I was there, the company grew to 145,000, you know, people. And the other realization, um, uh, was that I really preferred working, you know, for smaller companies. Not that the Google, you know, journey was not wildly successful. Both, you know, career wise and economically. Um, but, you know, uh, if I had my choice, you know, I’d much prefer to work for a company that had 50 to 1000 people, um, where everybody was focused on a single mission, um, you know, etc.. Uh, Again. Google wild thyme. You know, uh, met some great people that I’ve maintained friendships with. Um, but, you know, the bureaucracy and, you know, especially towards the end, like, getting anything done, you know, was nearly impossible.

Trisha Stetzel: Mhm. I could imagine in a company that size trying to get through the bureaucracy of just one thing. We just need to check one box and it’s really tough. How important was it during your career to build those relationships? I know you mentioned you were you weren’t the guy who wanted to manage people, but I know you’ve done a lot of mentoring and you just mentioned you’re still in touch with people that you’ve worked with. How important is it to keep those relationships?

Steve Klebe: Well, yeah, I mean, thank God for LinkedIn. Um, I have 7000 contacts on LinkedIn and I use it extensively. Um, and it has sort of become my address book. Um, you know, because when you leave companies, you have to leave all that stuff behind. But the beauty of LinkedIn is that you get to take it with you. And I’ve been very, you know, aggressive using it over the years. Um, and I coach people on using LinkedIn, you know, as, as well. Um, so, um, the way I would answer your question with two different, uh, threads, uh, one is that I decided early on that I wanted to go beyond the bubble of whatever company I was working for and get involved in industry, trade groups. Um, and the interesting thing about that, aside from just how powerful that can be, and I would strongly recommend young people get out of their bubble and get involved in their, in their industry. Um, usually when I asked whoever I was reporting to along the journey. You know, if it was okay to go to a trade association meeting, you know, etc., or to volunteer for a committee on, you know, at one of those organizations, they would normally say, uh, Steve, you know, great idea. But like we have to close the quarter out, you know, blah, blah, blah. So this is where I learned not to bother asking and just to go do it. And this is part of my philosophy, which is asking for forgiveness, not for permission. Um, and but those, um, participating in those industry associations was massively important to me and really ended up being important to the companies that I was working for. They didn’t appreciate it at the time, but that’s what led to a lot of speaking engagements, you know, where I was able.

Steve Klebe: And of course, when you’re introduced, it’s Steve Kleeb, you know, Working for, representing Cybersource representing fill in the blank. Um, and so that’s really important. So the other thing, um, was because I grew up in the payments industry during a pivotal time in the industry, and somehow or another, I got to understand at a level of, um, uh, detail that most people don’t get involved with, actually how the plumbing worked. And so and every company I was at, as we grew, we’d be hiring, you know, tens, hundreds of people. And more often than not, they came to these companies knowing nothing about payments. So I always volunteered, um, to do a class or two, um, you know, for new employees. It was never part of my job description, but I also always volunteered to do that. And that was like magic because, um, you know, these were new folks coming in with lots of new energy, wanting to get involved. And I came to become a, you know, like a really important resource, you know, for them. I love doing it. Um, you know, and, uh, so it was as much for me as it was for them. And so, uh, the outcome of that, um, you know, again, has led to lifelong relationships because people really appreciate when people go out of their way to do things that are not part of their job description, you know, to actually, you know, contribute, you know, more, you know, widely. Um, so those are the two things that pop to mind when you, you know, when you asked that question.

Speaker4: Okay.

Trisha Stetzel: So I want to take it just a little bit further, as you think back to three years ago when you decided to retire, and maybe even before that, as you were stepping out of these operational roles or these leadership roles and moving into more advisory roles or being on a board or volunteering, how how did that really bring your retirement to where it is now?

Steve Klebe: Yeah, that’s a great question. Um, so first of all, I, I was on, um, a variety of advisory boards for these industry trade groups throughout my career. So again, I didn’t just attend conferences. I would put my hand up and volunteer to be on committees and things. And, um, you know, several organizations, um, where I became a member of the advisory board, um, you know, that really, um, you know, also led to some independent advisory board, you know, opportunities. So half a dozen companies, even while I was working, you know, I was, you know, sporadically on advisory boards. And again, you know, because they were all early stage companies, you know, it’s not like we had an official board meeting every, you know, every 12 weeks or whatever. It was usually very spontaneous and, and the like. But it was, it was having done that, having done all this coaching, um, having done some, you know, spot angel investing over the years. Um, it was the combination of all of those things, um, that gave me the comfort that, um, you know, when I retired, um, you know, I was, you know, going to be able to continue to contribute, continue to be mentally stimulated, um, you know, and, um, you know, it just it has been actually when I was at this lunch last week in New York.

Steve Klebe: Um, you know, I was sharing with my, these former colleagues that it’s all been very organic. Um, you know, a lot of people, uh, as you approach retirement, um, you know, you hear all sorts of stories about people falling off the deep end and, you know, not knowing what to do with themselves, you know, etc.. Um, and that, you know, has not been an issue. It’s all been very like, sort of just organic and natural, you know. Et cetera. I do expect the other thing that I do quite a bit of, there are these things called expert networks. Um, there’s companies such as Guidepoint G. Um, alpha sites, and there’s about six of them. And, um, I’m registered with all of them. And I do these spontaneous one hour phone consults with mostly investment bankers who are studying a particular domain, and they want to talk to people who have had operating experience. Um, I had done some of those back in the day, but then when I joined Google, they had a policy that you couldn’t do them. Um, so then when I left Google, I was able to start doing them again.

Steve Klebe: And since I’ve retired, like last year, I did 40 of those calls. Um, and, um, they’re really fun. There’s no prep. It’s an hour. They just grill you with questions, and they’re just so desperate to talk to people who actually, like, lived in the trenches and did real work. Um, and so, again, it’s that combination of all of those things between all of those things and playing tennis and pickleball and a few trips here and there, you know, and walking my dog. Um, you know, that, uh, you know, and reading, you know, the one thing I would say that you didn’t ask about is, Um, you know, I love mystery novels. Um, and, um, you know, over my business career, you know, I was mostly compelled to spend most of my time. Not that I didn’t enjoy it, but, you know, reading trade journals and, you know, going to conferences and all that, you know, doing work, work. Um, but now that I’m retired, you know, I got my equivalent of a Kindle with me all the time. And, you know, anytime I don’t have a meeting scheduled or I’m not playing tennis, um, I’m reading a, you know, just a simple, mindless, you know, um, mystery novel.

Trisha Stetzel: Oh. Very interesting. Okay, so before we move into something, I want to take a deeper dive in. I know folks are already ready to connect with you. They’re very interested in knowing more. What is the best way for folks to connect with you, Steve?

Steve Klebe: I think the most efficient way is for people to just attempt to connect with me over LinkedIn. And, um, you know, my profile is readily available. There’s no other Steve Klebe on LinkedIn. Um, so, you know, you can share my LinkedIn profile, you know, uh, URL, um, out. Um, and this gives me a chance to decide whether or not there’s actually a reason to connect. Um, so that, yeah, that would probably work out the best. And like I said, I’m very active on LinkedIn. And, you know, I lean towards accepting outreach when, you know, when I think there’s going to be any meaningful, you know, connection. Um, so, yeah, that would be the best.

Trisha Stetzel: Okay. Fantastic. Yeah. Steve accepted my request. So I feel important right now. By the way, uh, Steve’s last name is spelled k l e b e if you’re looking for him on LinkedIn. And of course, the link for that will be in the show notes, and you guys can just point and click if you happen to be sitting at your computer. You said something I’d like to dig into just a little bit further. Earlier you said ask for forgiveness, not permission, and you gave one example of that. How has that mindset shaped your success overall?

Steve Klebe: Yeah, so not just in the context of, um, that one example I gave you. The other context is, um, just the, um, uh, various some of the most significant initiatives that I worked on in my career, um, took longer than people around me thought they should, but I, you know, felt, you know, really passionate enough about these things. So, um, I would just basically like, you know, just keep going. Whether they knew I was continuing to pursue these things or not. Um, and, um, again, the probably the most profound, you know, achievements that I made in my career, um, you know, uh, came as a result of, you know, just sort of, you know, not listening to the advice that I was getting or the demands I was getting from leadership above me, uh, and, um, and continued to pursue, you know, uh, several of these initiatives. Um, now, I always add an asterisk, though, when I share that expression with people, there’s a responsibility that goes along, you know, that is not just like dumb luck. And it’s not just, um, you know, bravado. Um, it is actually, it requires you to have, um, a, uh, deep belief after doing like real thought and work and research, to decide which of those things are worthy of continuing to pursue without asking for permission. And if you do it right, you never have to ask for forgiveness. Matter of fact, the people who were trying to tell you not to do these things should be asking you for forgiveness because they made a fuss and and didn’t want me to continue pursuing, you know, these, these opportunities.

Steve Klebe: Um, and I could give you specific examples, but, you know, just to, uh, suffice to say, the most profound things I accomplished in my career almost always involved, you know, just not abiding by, you know, the, uh, the doctrine of the moment and, uh, you know, keeping these things alive to through to conclusion and success, even when there were a lot of pessimists, pessimists around me, um, you know, who would say, like, oh, but, Steve, you know, we have to close the quarter. Well, I would close the quarter, you know, I mean, I’d get my job done. I always got my day job. And that was like, for example, at Google, you know, my day job I could do practically in my sleep. And so I spent my energy working on things that, you know, really inspired me, rather than the, you know, the mundane things that, you know, were part of just getting partnerships done. I could, you know, I could do those things in my sleep. Uh, I knew how to do them. I knew the mechanics of keeping the momentum on those things going. And I didn’t have, you know, that was not where I was going to really, you know, get energized by doing those things.

Trisha Stetzel: Yeah, absolutely. I’ve heard some really important things today around building relationships, building community or having community, giving back, taking calculated risks. How do you find the difference between being in big business? I heard you say that you’re working with some startups or on advisory boards and being there. How what would you say to those younger businesses, the people who are in leadership there about the importance of finding ways to build relationships and community and giving back and taking calculated risks?

Steve Klebe: Yeah. Well, this goes back to a comment that I made earlier about LinkedIn. Um, you know, the way I used to use LinkedIn and still do to this day is if I have a meeting scheduled, no matter how that meeting came about. But presuming it’s somebody I’m meeting for the first time, the first thing I do is go to LinkedIn And, you know, look at their background and look for things that are going to be fun and interesting to talk about. Um, and, uh, it doesn’t really matter what it is. I can, you know, an example would be I’ll notice that somebody went to Penn State University. Um, I didn’t go to Penn State, but my sister has taught there for 35 years. Um, and it was like, you know, what a great conversation starter. Um, and, you know, I don’t think there’s anything wrong with that. Matter of fact, I think it’s just the opposite. I think it’s like people really appreciate that you take the time that you notice, you know, etc.. Um, and so, um, you know, the advice that I, that I do give to some of these early stage companies in this regard, um, and some of the founders need more advice in this front than others. Um, but you know, what I normally, you know, would say is, um, to be sincere, um, use LinkedIn like I use it so that you can you have something meaningful to converse with people about.

Steve Klebe: Um, same sorts of things. Get out of your bubble, you know, um, you know, and, you know, some other really basic things which maybe go back to my early sales training, which is, um, you know, just if you promise somebody something, um, you know, jot it down on a piece of paper and make sure you actually deliver on it. Don’t you know there are. So it’s really sad, but true. I think in the business world, um, I’ve come in contact with tens of thousands of people, and I would say that there’s less than 5% who you actually come to respect because they are diligent, timely, responsive, you know, Etc.. Uh, and I think a lot, a lot more people could be a lot more successful, um, if they just were able to do some of those simple things. And back in the day before everything got computerized, you know, I would have three by five note cards. Um, and I would, you know, make a clear list of things that I had promised to prospects and things. And, um, now, you know, there’s lots of tools that you can use, you know, put it on your calendar. Um, you know, there’s an application that Google provides that works across all platforms called keep k P. And it’s like a, it’s a virtual, searchable, uh, post-it note, you know, and we all know the in the old days, post-it notes at one point were magical.

Steve Klebe: But then you come to realize, you know, you walk into somebody’s office and they have 15 post-it notes, you know, staple, you know, paste it on to the outside of their monitor and they can’t remember, you know, can’t figure out which one. And, you know, the cleaning people come in and one falls off, you know, etc.. But now that it’s all, you know, it’s searchable, you know, I mean, it’s just a magic tool. It’s free. I mean, why wouldn’t you use it, right? Yeah. Um, so those are the kinds of things. Um, so again, it varies, you know, dramatically. And that’s what’s good for me because, um, you know, uh, while most of the companies I’m advising either are in payments or they’re peripherally involved in payments, of course, of course I can help them with that. Um, but it’s the other stuff. Um, it’s the more nuanced stuff that, you know, I’m able to help them with, um, around things like get out of your bubble, get, go, go to the trade shows, don’t just attend a conference, get involved, you know, etc. because then people like really come to appreciate that you’re more than just a talking head. You know that you actually, you know, can can contribute above and beyond.

Trisha Stetzel: Yeah, absolutely. Such great advice today. I’ve really enjoyed our conversation, Steve. I have one last question for you as we wrap up. What’s next for Steve Klebe?

Steve Klebe: Well, um, it’s, you know, again, another great question, uh, which is something I learned, by the way, in sales training. Uh, welcome, welcome questions. Welcome objections. Um, yeah, I would say, you know, I’ve expected, uh, now that it’s three years since I’m not no longer operating. Um, I would I had started to expect that, like, this year, like, these expert network call requests would, like, drop off a cliff. Um, but it hasn’t happened, which is somewhat surprising. Um, and so I’ll keep doing those for as long as that lasts. Um, but, uh, you know, for as long as I’m physically able to both keep, you know, my hand out there in the business world, and there doesn’t seem to be any letup in that. I mean, there is. I met with another founder yesterday who wants me to join, you know, his advisory board. Um, and, uh, it’s, it’s more general fintech and, um, and investing rather than, uh, specifically payments. So, um, I’d like sort of continuing to broaden, um, you know, the scope. Um, but really, as long as my body will allow me to play tennis four times a week and play pickleball once or twice a week, and, um, I’m able to travel, you know, wherever I want to go. Um, and, um, uh, so other than that, it’s it’s pretty, you know, it’s pretty much the same.

Steve Klebe: Um, but I know that it doesn’t last forever. Um, so probably like to do a little bit more, you know, traveling, um, you know, over the next couple of years, um, I did a lot of international travel during, uh, for business. Um, but I haven’t done that much for personal, so I would try to take a day, an extra day when I was in Singapore or Copenhagen or Amsterdam, uh, or London, you know, to go see a couple of things. Um, but. Oh, I did take an Alaska cruise, um, this past, um, summer with my two grown children, um, and had a great time. So that kind of stimulated some, you know, thoughts in my head about what comes next. Um, but anyway, for the, for the, for right now, it’s stay healthy, stay active. Continue, you know, enjoying the time with all these, you know, various founders and things. Hopefully have some of my angel investments pay off. Um, because that’s one thing you learn when you’re doing angel investing is it’s like a 5 to 10 year journey. Um, you know, these things are not quick fixes or quick hits. Um, but yeah, just keep meeting different people, stay active, uh, etc..

Trisha Stetzel: Yeah, I love that. Building relationships and community, making sure that we’re still taking some calculated risks even when it comes to travel. Right? Uh, so it all applies here. Uh, and then, of course, giving back what you do so much of. Steve, thank you so much for this amazing conversation. You’re doing such amazing work, post work, and I appreciate you coming on and talking about it with me today.

Steve Klebe: It’s my pleasure. Trisha, it’s been wonderful to meet you. And, um, you know, Feel free to reach out anytime.

Trisha Stetzel: Great. Thank you so much. And you guys, just a reminder, if you’d like to connect with Steve, please reach out on LinkedIn. His last name is spelled k l e b e, and I will put that in the show notes as well. So you can just point and click if you happen to be sitting at your computer. All right guys, that’s all the time we have for today. If you found value in this conversation that Steve and I had, please share it with a fellow entrepreneur, a veteran or Houston leader ready to grow and of course, follow, rate and review the show. It helps us reach more bold business minds just like yours. Your business, your leadership and your legacy are built one intentional step at a time. So stay inspired, stay focused, and keep building the business and the life you deserve.

 

Drew Davis: Inside the Chief of Staff Association and the Future of Leadership

January 23, 2026 by angishields

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Houston Business Radio
Drew Davis: Inside the Chief of Staff Association and the Future of Leadership
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Drew-DavisDrew Davis is the Senior Vice President of Commercial at the Chief of Staff Association (CSA), the premier global network for Chiefs of Staff across industries. With 12 years of experience in the U.S. intelligence community, Drew brings deep expertise in organizational strategy, principal support, and enterprise alignment.

Throughout his career, he has supported directors, agency leadership, and White House principals—including the President and Vice President—through roles in the Situation Room, National Counterterrorism Center, and key positions both inside and outside of government.

Drew is widely recognized as a super-connector and enterprise innovator, helping organizations bridge mission and business outcomes with clarity and precision.

His leadership continues to shape the CSA’s mission of developing world-class Chiefs of Staff, drawing on a career grounded in service, strategy, and impact at the highest levels. CSALogoStackedDark-DrewDavis

LinkedIn: https://www.linkedin.com/in/drew-davis-68479320/
Website: https://www.csa.org/

Transcript-iconThis transcript is machine transcribed by Sonix

 

TRANSCRIPT

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

Trisha Stetzel: Hello, Houston. Trisha Stetzel here bringing you another episode of Houston Business Radio. I’m so excited about today’s guest, Drew Davis, senior vice president of commercial at the Chief of Staff Association, global organization dedicated to connecting, developing and empowering chiefs of staff across every industry and sector. Before joining the CSA, drew spent more than a decade serving in the US intelligence community, including tours in the white House, Situation Room, the National Counterterrorism Center, and multiple chief of staff roles supporting senior government leaders. His experience bringing national security, enterprise leadership and executive strategy has made him a powerful connector and champion for the growing chief of staff profession. Today, we’ll talk about what a chief of staff really does, why the role is exploding across industries, and how the CSA is helping shape the next generation of executive leadership. Drew, welcome to the show.

Drew Davis: Trisha, thank you for that very warm and kind introduction. It’s such a pleasure to be with you. Thank you for your service as well. The Navy is no doubt a little less enthused without you and so many of your listeners as public servants do. It’s just an honor to be joining you and them.

Trisha Stetzel: Thank you. I appreciate that very much. And I’m getting I’m practicing saying you are worth it. I think that’s a really nice way to say thank you when people are thanking me for my service. Yeah. All right. Drew, tell us a little bit more about you, and then we’re going to dive into the CSA.

Drew Davis: I appreciate that. I think, like so many of your listeners, I’ve absolutely felt a calling to public service since a very young age. I remember reading a book in second grade outlining the branches of government and, and not being able to put words to it at that age, but absolutely feeling moved and compelled to do something bigger and contribute in a way bigger than myself. And I chased that dream of public service, uh, my entire professional career served a handful of years as a local police officer as well. Uh, nine over 11 happened. Joined the national security community after graduate school and spent 12 years in the intelligence community. And it was a bit of a funny recruitment story. I was, uh, speaking with the agency recruiter, uh, that I joined. And, you know, we said, hey, what do you think about being an analyst? And I said, well, I’m really not your 500 pound brain who can buckle down for 30 years on on one portfolio. Um, might you have something else? And he said, okay, well, how about an operator? And I said, I probably have some good skills for that. Um, but I’m not sure really fully aligned with my personal and family priorities in life. Might you have something else? And he said, you know what? We have this incredibly powerful and new career track where you would be mapped to the suite of the director and you would support our agency in leadership support, business operations strategy, enterprise functions. And I said, yes. Now you’re speaking my language. I had started a few businesses growing up and continued to have an enterprising spirit along the way, and found a great niche in a role that was very similar to, and oftentimes a professional chief of staff, deputy chief of staff, or some of the uniformed and civilian military folks will appreciate an XO, an aide de camp, a flag rider, a mill aide, right that that Corps staff work, that it takes to run a government agency and department like the business that it is ever more complicated when you have to hide the hand of the US government while you do it.

Drew Davis: But it was certainly an extraordinary pleasure and a privilege to serve our country and its people in the national security arena. And after I got halfway into that career, I realized I needed some more training on how to be an effective chief of staff. And I found the Chief of Staff association and joined myself. The association’s only about a handful of years old, and it’s had extraordinary impact in that time already, and I’m a great example of it. Nothing accelerated my career further or faster than joining the Chief of Staff association, and part of the reason I felt so fulfilled as I was leaving the federal service was the hard skills and soft skills I was able to import had an amazing and innovative impact on our agency and the mission work that we did. And I did. I got to walk away feeling as though I’d had an incredible impact on on my mission. And I owe so much of that to the Chief of Staff Association, our incredible community that I’m excited to share more about with you. Um, but it was it was a really powerful chapter in my life where I got to marry my service to country, uh, with the chief of staff. Role and leadership support, enterprise management.

Trisha Stetzel: I love that so much. There’s so much passion coming through. And when you and I spoke even before the show, you and I had this, like immediate connection when it came to the passion for the work that we do in the community. Let’s talk a little bit more about the chief. Chief of staff Association or CSA. How did it start and what does it offer to its members?

Drew Davis: Absolutely. The Chief of Staff Association is the global premier body for chiefs of staff, as you said, across all industries and sectors worldwide. We have members from the fortune five on up to the smallest of startups, if you will, and everything in between. Our members come from over 1300 different organizations in over 70 countries, and it is a vibrant community. I hope a lot of you will log in and start to follow us on LinkedIn as well. And you’ll see just under 80,000 online followers in our community. I think a lot of us have been a part of professional development and C-suite organizations along the way. I know I certainly have a nerd for leadership and culture, but I’ve never seen anything like the Chief of Staff Association. Its members are wildly supportive of each other, advancing the work that we have to do day to day, being that shoulder to lean on, that ear to bend, the laughing, the joking with people who get it. Because as we’ll talk about, not everyone knows what a chief of staff is or does, or how we do it, or how long it takes to do it, and how difficult it is to do. Uh, and so when we find our flock, our community of people who get it, which we’ve created, this extraordinary community in the CSA, there’s a real resonance, and we’re drawn to it, and we stick with each other, and we support each other through career transitions and job changes, through professional growth and even through personal challenges. Um, I thought you captured it really well.

Drew Davis: The Chief of Staff Association has three core mission fronts. We connect, we develop, and we empower chiefs of staff. We connect our chiefs of staff through 20 regional directors worldwide. This is where we activate our learning and our mission at a very local and regional level. Our members pull together for appetizers, coffees, substantive meetings, executive roundtables, and really delve into what it takes to do this job at the highest level. Certainly at the level the world demands. We have a vibrant WhatsApp community in all of the ways globally, and we also have an amazing member portal that our members have access to incredible resource banks, the ability to find each other in GPS form all over the world in case we’re traveling for work or pleasure, and then certainly our global events. So the connection side of what we do is I think, uh, no surprise then, what we see with the vibrant community and how connected it is. Um, the developing side, this is where the rubber meets the road. Uh, we have several levels of our certified chief of staff program. It is an absolutely impactful program that we developed in collaboration with our faculty, advisors and friends over at the Harvard and Oxford Business Schools. What we did was an analysis of over 2000 chiefs of staff worldwide, and we aggregated that data and looked at those baselines of excellence. Right. What is it? Cross-cutting all industries and sectors that is necessary for a chief of staff to do their job really, really well? And we were pleasantly surprised to see so many enduring commonalities, consistencies across the industries and sectors.

Drew Davis: Everybody uses the role a little differently as we’ll talk about, but there are definitely standards of excellence, and we were able to capture that in our certified Chief of Staff program. We were able to capture it in our two in residence programs with the Harvard and Oxford executive education programs. We’ve captured it this year in a new offering, the Advanced Core Competency Program. And I think probably one of my favorite newest offerings is our enterprise certification program or our membership for teams where a company with several chiefs of staff can bring everybody along and get everyone flying in formation by enrolling folks in that certified program. It’s just an incredibly force multiplying way. Uh, the empowerment side of it is, I think, where we help others appreciate what a chief of staff is and how we do our work and the impact that it can have because it’s coalition building, it’s deep relational work. We have to bring everybody along, whether that’s on the leadership team, uh, in the entire organization or beyond, uh, all of the stakeholder engagement that we do. So educating folks about what the role is, helping professionalize it. And then certainly the good advocacy work in general, uh, about hiring, training, employing advancing chiefs of staff, really, uh, firming up this profession and the impact that it has. So I threw a lot at you and all of the listeners, but, uh, hopefully that makes some sense. Uh, and brings some clarity to this role and what we’re doing to advance it.

Speaker4: It does.

Trisha Stetzel: And you broke it down in simple areas, right, in these three pillars that you really support these folks. And I love how active your membership is and that these people, these amazing leaders, are able to connect with each other and learn from each other, but also learn from the resources that you’re putting out there for them and then advocating. Right. Uh, this position. So for those who aren’t familiar exactly with Chief of staff, although I’m hearing it more and more, I hear a lot more people talking about it. And I also heard you say that it’s not just one size fits all. There are a few differences when we talk about chief of staff. So what exactly is it and why is this role really becoming so important in today’s organizations?

Drew Davis: Yeah, that is a the crux of the question. And that’s, I think, what makes our work at the CSA a little more fun? Uh, we interview our prospective members all of the time across the world. We judiciously curate our community. Right. We want to make sure that it provides enough depth and in-reach for folks joining us across the public, private, nonprofit Profit sectors, but also that we keep a really high bar and caliber, make sure that people are going to be really engaged and active and not just flies on the wall, because we want people who can help drive the discourse that is actively shaping this role. Right. And so how is it being shaped? Every industry, every sector, and even the companies within them are using this position a little differently. Um, and I know we’ll get to talk about some of those core competencies of the role as we go. Uh, but there are definitely a handful of ways uncommon that we see, uh, agencies, departments, startups, uh, across all industries using the role. We see them using the chief of staff as a chief integrator. This is absolutely, uh, the professional who connects the people in the organization from the highest to the lowest levels helps, uh, activate those priorities of the leadership team and or the external board and governance structures, and then the processes that it takes to do that work week to week, month to month, quarter to quarter across the The organization, the CEOs force multiplier.

Drew Davis: Oftentimes, a proxy is another empowering way that we see this role get used. It’s an extension of the leader. It could be the CEO, the president, the executive director or any of the principals that the chief of staff is serving. Uh, EVP, SVP level managing. What’s most critical for them, right, is the way they’re using the time on their calendar and absolute alignment with the company’s priorities and strategic goals. And if not, let us help bring some some rebalance, some recalibration, uh, to the way that we’re protecting and using that time or representationally. Right. Being in a meeting that the boss can’t attend, uh, or an event to which the boss cannot make. And so it’s a really empowered, force multiplying role increasingly across industries. Uh, the strategic operator is probably another way I would put it. This is that balance of long term vision with the day to day. It encompasses a bit of special projects, right? Someone has to put out all of the fires. Uh, the chief of staff, uh, is oftentimes what we hear colloquially use, uh, it’s a coaching staff to right everyone in the leadership team across the organization coming for that information, that insight. And when we talk about the chief of staff role, we say we move very, very quickly in this position. Of course, everyone at the C-suite level moves very, very quickly.

Drew Davis: Um, but at the end of the day, we can only move at the speed of trust. Uh, Steven Covey put it so well in his book. And as a strategic friend of the chief of staff associations, Mr. Covey helps our members all of the time understand how to build trust very quickly. Uh, because at the end of the day, you need to go knock on someone’s door and ask something of them. Uh, that’s going to be in addition to their their very full plate already. Uh, and oftentimes very challenging. Right. Because if it’s landed on the desk of the chief of staff or the boss, it’s a tough problem. Uh, or someone else would have solved it along the way. Uh, so it’s a bit of a distressing role in that respect, and you have to be really good at those skills. Um, and those core competencies. Just a couple more, I think jump out at me. Uh, the trusted advisor is one we are seeing increasingly, uh, rise as a priority for organizations. In fact, the Financial Times just this week wrote a really excellent piece. I hope folks look it up, uh, that talk about the invisible side of the chief of staff role that behind the scenes, right, that humility that we bring. But in doing so, right in closing that door and drawing those curtains and being that strategic thought partner for the boss, we keep our finger on the pulse of the organization’s processes and culture, and we can have very honest and very effective conversations, because we’ve built that trust and because then we can help, uh, the leadership team effect that strategy, uh, more effectively.

Drew Davis: Uh, so the trusted advisor role, that strategic thought partner really rising in popularity. Uh, and then I’ll close probably with that, the culture conductor, uh, to be alliterative about it. There’s so many reasons for a leader or a leadership team to put culture on the side burner when the workload and the pressures are crushing. Uh, you have to be responsive to the board, the investors, the shareholders, to your own leadership team, to the stakeholders to press the media regulators. Right. The list goes on and on. And what we find is the chief of staff has become wildly, uh, effective at helping leaders and leadership teams continue to prioritize company culture and make sure that everyone remains active and engaged. People feel like they, and indeed, they do have mechanisms to contribute their voice, uh, to to have that buy in, uh, to be a part of the idea making. I think it’s long past the days where the leadership team sat in, in a conclave and came out and ruled by fiat. And today, the chief of staff helps bring everybody along and build those coalitions for ultimate success.

Trisha Stetzel: Oh my goodness, such an important role. Chief of staff, you said I was thinking chief of everything. That’s what it made me think of, right? The person who’s really driving so many parts of the business. Drew, I know people are already interested in either connecting with you or learning more about the CSA. So where is the best place for people to connect with you or the CSA?

Drew Davis: Thank you Trisha. I personally love to support folks who are interested in this role, or their organizations that are interested in certifying their chiefs and learning more about how we do what we do, and how to be better Chiefs of staff. So I hope folks personally connect with me on LinkedIn. You can search out Drew Davis, chief of staff, and I should pop right up. I’m certainly open to direct emails to my email is Drew Davis at CSA. And of course, I hope that you will start to follow us if you’re not already in our global LinkedIn community, the Chief of Staff association. So these are easy touch points. We want to bring everyone along on this because increasingly, as you noted, we’re all interfacing with the Chief of Staff more and more every day.

Trisha Stetzel: Yeah, yeah we are. And we’re seeing it more across the public and private sectors. Uh, drew and I mentioned earlier I’m hearing the word or the title chief of staff more often. And with this explosion, uh, of this role popping up, what do you think is really driving that surge and demand for that role?

Drew Davis: At the end of the day, business decisions are often very shrewd. There needs to be a pretty quantifiable, um, metric of success. And the chief of staff has increasingly proven an ROI, whether that is on organizational culture and the ability to engage and retain talent, or whether it’s through driving efficiencies in work hours saved importing of new technologies which are more efficient and cut operational costs. Um, or even on increasing revenue generation and how that’s enhancing margins and profits. Uh, when the CEO or the president, the senior leader, recognizes the opportunity cost of sharing their workload with the chief of staff. They don’t have to be in all the meetings. They don’t have to be responsive to all the emails. Right. That’s a cost to them and a cost to the business. If they can empower this force multiplying role, even better. Or maybe for the first time, hire one and unleash the incredible impact it can have. The ROI quickly quantifies itself, and it certainly qualifies itself. So I think at the end of the day, the business case is compelling and virtually irrefutable.

Trisha Stetzel: Absolutely. Which leads me back to something you said earlier, which is core competencies. I can see just based on all of the descriptors of this particular role or even the names that we’re giving right internally to what the chief of staff is actually doing, that there are soft skills and hard skills that this particular role needs. So can we talk about the core competencies that make a great chief of staff, and how do they differ from other senior leadership roles?

Drew Davis: It’s a great point and I want to address the second part first. How do they differ? I think we would make a case that they don’t differ very much at all, which is another really powerful testament to why the chief of staff role is so important to have in the C-suite and or brought up as a protégé to one of the C-suite leaders, or even the CEO, president, executive director themselves, because the amount of expertise that you develop in this position and or come in with through certainly our certification programs is so cross-cutting at the C-suite level that it’s easy to take a chief of staff, certainly following their tenure as chief of staff, and plug and play them into other C-suite roles, or to have them help lead at the highest levels. At the Chief of Staff Association, we have a core competency framework that we think about. All of the certification programs that we have, all of the events and programing that we do, so that it all strategically maps very well in place together. Certainly the chief of staff is an individual contributor, right. And the hard and soft skills that it takes to do that, uh, are very, um, unique compared to other roles, uh, because most of the time in an organization you have explicit authority, right? Portfolio ownership. Uh, and it’s very clear what you’re charged with doing. Well, when you’re charged with doing so much, you have to influence others to do a lot.

Drew Davis: Uh, we and we call that leadership through influence or leading without authority. And that is a conversation that we are actively having day to day, week to week with all of our members and perspectives because it’s how are you doing it? What are you finding works well in your organization, in your sector, right. What is that language? Unspoken or spoken, that is effective to inspiring people to action? Um, because again, when we come knocking, we have to inspire people to action. The root underneath a lot of that is negotiation, right? You have to go with an understanding of what people’s priorities are, their best intended outcome. And as chief of staff, we absolutely want to help them reach that outcome. Right. And look like the hero to the boss and their fellow leaders. And so having a really good idea about the landscape of people’s priorities that takes emotional intelligence. Uh, that certainly takes strong written and spoken communication skills and an ability to be ambidextrous in our thinking. Uh, so that’s the individual contributor. Um, we work across the entire leadership team, right? Creating those workflows, those rhythms of business, the synchronizing, making sure the right hand knows what the left hand is doing, making sure that everyone on the team really does understand the vision and the strategy and the sort of skills that it takes to do that.

Drew Davis: Uh, as you might suspect, we’re talking strategic level problem solving, right? What are the bottlenecks that are really getting in the way on time and talent and resourcing? And how can we help our colleague managers think about solving those? That’s a level of stakeholder engagement that not everyone’s comfortable with. We have to deal with C-suite leaders, sometimes heads of state as we know, or leaders of military services, really high level, powerful folks. It takes a confidence and it takes a real deft ability to speak with folks like that in an effective way. That takes a lot of practice, and perfect practice makes perfect. And so we do that a lot at the chief of Staff Association. Keep it very practical. Um, the culture element oftentimes falls in here. We need all of the leaders understanding that they they have a cascading effect on culture too, right? And so all of us need to be singing from the same sheet of music. So individual contributor across the leadership team, but then across the entire enterprise, uh, You start to deal with skill sets and crisis management in organizational design and structure and org charting. Again, on that alignment, right. The way a chief of staff activates the strategy usually highlights gaps and deficiencies in both leadership and in process. And so this is a very delicate issue to address with your colleagues.

Drew Davis: Right. You don’t want anyone to feel judged. You don’t want to put people on their heels. And being savvy to how you have conversations like that in an empowering way, in a non-defensive way. Executive coach esque, right? Takes a lot of practice, but those conversations often drive innovation. And so we see a lot of growth happen at this stage. I’ll close with the fourth quadrant in the way we think about core competencies. And that’s principle management managing up. This is one of the most difficult jobs of a chief of staff that even most C-suite leaders don’t have to confront themselves because they turn to the chief of staff and they say, I think you should go talk to the boss about this, right? And it’s that trust that you’ve built along the way where you can close the door, draw the blinds, and sit down and say, I know what you’re trying to do here. Let me help you do it better. Right. To have a conversation like that at that level, that will remain productive and strong in the relationship, and then pay exponentially across the enterprise. That’s hard. Uh, and so we interrogate these issues week to week. We interrogate them in our certification programs, and we empower our members with actionable tools and frameworks to have these tough conversations and import these hard and soft skills.

Trisha Stetzel: Yeah, such an important role. And as as you were talking through that, I was thinking about the CSA not only, um, supports people who are already in this role, but also people who would like to be in this role, and I happen to know about a veteran program. Uh, that may be coming up. Would you tell us a little bit about that?

Drew Davis: Absolutely. And you are absolutely right. You don’t have to be a chief of staff in title to be a member of the Chief of Staff Association. You can be a chief of staff and function or an aspiring chief of staff. People have career growth aspirations, and if this is a position that excites you or falls within your own professional development trajectory, we are standing in your corner and we want to help you, and we have found it especially fulfilling to be able to support our uniform and civilian, uh, friends along the way, oftentimes coming into second careers, right, putting down the uniform and ready to translate the extraordinary leadership experience and vision that they have, uh, from their time in service into the nonprofit and private sectors. And so what we’ve done is create a very special military membership offering at the chief of Staff Association, uh, at a very special price, uh, which makes it wholly accessible, uh, as certainly an acknowledgment and an appreciation for the great service that our men and women have offered our country. And we hope that our listeners who have given service in such ways, uh, will take a look at it and will consider joining us, because what we love to do is enroll folks in this membership for teams, this coaching for teams program that we have when folks are, um, of, uh, birds of a feather. Right. They understand, uh, the previous experiences people have had, the strengths, the fortes, that they can bring into roles like this. Uh, and we support our, our uniformed military folks in this way all the time.

Trisha Stetzel: Uh, I’m so excited about this conversation, drew. And I’m tagging people when we put it out on social, because I know some folks who would be very interested in the program that you guys are running, uh, for chiefs of staff, both for those who are aspiring, uh, those who are not titled yet and those who actually carry the title of chief of staff. All right, one last question, and I’m actually coming back to you. I want to talk a little bit about drew. You’ve served in some of the most high stakes environments in government. How would you translate your experience through that into leadership lessons for business today?

Drew Davis: Yeah, it’s an incredibly powerful and important question. We just sat with two white House chiefs of staff themselves, uh, in a session this summer called from the Oval Office to the Corner Office and had an amazing conversation about this transition. Transition. And it is not at all surprising that the commonalities at the highest levels of government in supporting the president, the vice president, the National Security Advisor, National Security Council, uh, which I had the pleasure of doing, as did these white House chiefs of staff, translates so easily into corporate business or into nonprofit business. And some of the themes that we heard, No surprise. You are trafficking in the currency of dependability and reliability, right? Your boss, your leadership team, needs to be absolutely certain that you will perform consistently, consistently, dependably and reliably, and that you will follow through and deliver on your word. Oftentimes, that sort of consistency rightfully involves a lot of honest and tough conversations when things aren’t going as well or as fast as they need to. And that’s a really important characteristic, both in government on foreign policy and national security policy, because of course, nothing goes well or cleanly at that level, but also in business, right? When you’re missing those KPIs, when you’re not quite as well oiled as you know you want to be or ought to be having those conversations early, bringing in the best minds around the table.

Drew Davis: That’s what a chief of staff does very well, brings the right people to the table at the right time, to have the right conversation, to make the right decision to get those programs, those portfolios back on track. That cuts across all of the sectors. And I think at the end of the day, such an important part is character. And that stems from trust, right? The ability to develop and sustain trust with someone comes from how you show up and exhibit your character and your competence. You need to have a great deal of integrity consistently, and you need to be really good at the work you do. And we try and make our chiefs of staff experts at being chiefs of staff through the programs that we have. But it’s a great question because it doesn’t really matter what sector you’re in. We all need to show up this way to have maximum impact.

Trisha Stetzel: I love that, and for those of you who know me, know that trust is one of my favorite topics to bring to a workshop. So drew, thank you for such a fantastic conversation. Can we, uh, one more time tell people how to connect with you and where they can find more information about Chief of Staff.

Drew Davis: Absolutely. Please feel free to drop me an email at Drew Davis. Please find me on LinkedIn as well. Drew Davis, Chief of Staff. And please do follow our community. Uh, we have some amazing content and resources that we’re pushing out every day. And a huge shout out to our education, uh, and our social media and communications teams for making this as accessible as possible and beyond our community. Uh, we are really seeking to empower everyone who wants to be in this position or is in this position. Uh, Trisha. Thank you. Uh, it seems every episode is better than the last. I’m not sure how you do it or sustain it. Uh, but certainly long time listener here. And and just thank you for showing up the way that you do and sharing the expertise, the knowledge, the inspiration of those you have along for the show that has made a world of difference for those of us who tune in.

Speaker4: Thank you so much, drew. I think.

Trisha Stetzel: I’m blushing. That doesn’t happen very often. I appreciate that and this has been a fantastic conversation, you guys. Uh, that’s all we’ve got time for today, drew. Thank you so much for being a part of the show. I really appreciate it. And I know that there are a lot of people listening who are going to connect with you and also go out and do some research on the chief of Staff association.

Drew Davis: We’ll talk to you soon.

Trisha Stetzel: Thank you so much. If you guys found value in this conversation that drew and I had today, please share it with a fellow entrepreneur, veteran or Houston leader ready to grow. And be sure to follow, rate, and review the show. As you know, it helps us reach more bold business minds just like yours and your business. Your leadership and your legacy are built one intentional step at a time. So stay inspired, stay focused, and keep building the business and the life you deserve.

 

BRX Pro Tip: How to Become a Connector

January 23, 2026 by angishields

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BRX Pro Tips
BRX Pro Tip: How to Become a Connector
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BRX Pro Tip: How to Become a Connector

Stone Payton: And we’re back with Business RadioX Pro Tips. Lee Kantor and Stone Payton here with you. Lee, I think most everyone understands the intrinsic value, the practical value of becoming a real connector. I mean, how do you do that if you’re not connected?

Lee Kantor: Yeah, this is one of the biggest challenges folks who enter into our world and start working with us come to us with. This is their problem. They want to be a connector. They want to be at the hub of a network of some kind, but they don’t have kind of that social capital, or they don’t have the status that’s necessary for them to kind of be that mega connector.

Lee Kantor: So, what we do at Business RadioX is we help them become the connector by showing them what they have to do to become well-connected, because our platform creates a network with our kind of serve-first model.

Lee Kantor: When our partners go into their community and they start inviting local business leaders onto a show and shine the light on their work and support and celebrate their work, and give them a space to tell their story, that immediately makes our partner a key player in that community. And if they do that relentlessly, it doesn’t take a lot of time to build and deepen relationships with the most important people in their community.

Lee Kantor: So, the way that we do what we do is our hosts have conversations where the guests are the heroes. In Business RadioX Studios all over the country, our people are highlighting the important work that local business leaders are doing in those markets.

Lee Kantor: And then, when you start doing that, you start meeting and knowing lots of different people in lots of different spaces and a lot of different industries. And then once you start kind of building up that network, and you start knowing who’s who and who does what, now you take the next step. Now you start connecting the dots for people.

Lee Kantor: After you host them, you introduce one guest to another guest, and you say, “You two don’t know each other, but you should. You’re both doing kind of a similar thing, but in different markets.” And because our studio partners are the ones that are telling all these stories, they know who’s doing what in different industries, and they can kind of make connections that no one else can do because they’re in the middle of all the conversations.

Lee Kantor: So, over time, our partners become the person in the middle of this growing web of relationships. And it works no matter if they were just kind of dropped there with a parachute in the middle of a community. If they start doing this kind of work, they will build a network that is diverse; it is stronger. It will be very inclusive. It will include all the players and lots of different industries. And they didn’t need to have a formal network to begin with. They just had to start doing this kind of work with the heart of service and being the place where the stories of business are told.

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