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BRX Pro Tip: How Business RadioX® Works for Coaches

April 21, 2026 by angishields

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BRX Pro Tips
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BRX Pro Tip: How Business RadioX® Works for Coaches

Stone Payton : And we’re back with Business RadioX Pro Tips. Stone Payton, Lee Kantor here with you. Lee, I’d like to have a few brief use case conversations, pro tips, and one I’d like to attack early here is how Business RadioX works for coaches.

Lee Kantor: Yeah, Business RadioX is a great fit for coaches, especially business coaches.

Lee Kantor: One of the biggest advantages of using our platform is that it eliminates a lot of the pressure that comes with traditional networking. A lot of these coaches have been taught to go and network in that traditional way, go to the Chamber of Commerce, join every league’s club, and get in front of a lot of people and kind of just put yourself out there in that manner. And it’s fine to do that, and I think you should do that. It’s important, especially when you’re starting out.

Lee Kantor: But instead of awkwardly chasing introductions in that manner or trying to force conversations into places that seem unnatural, a better tactic, and that we’ve kind of mastered over the years, is just to create a show that serves your community and invite the people who matter most onto that show.

Lee Kantor: If you do that and create this media property, this show that truly serves the business community and serves the people that are most important to you and invite them on to tell their stories, to just let the world know that you’re trying to get the word out and help these folks create a good piece of content, to help promote these folks, to help them get the word out, to let people know so they’re not a best kept secret, this is going to create a natural, elegant, non-salesy way to meet those hard to reach people. You’re going to be able to build real relationships. You’re going to stay on their radar without ever feeling pushy. You’re giving them a gift. They are coming on to tell their story.

Lee Kantor: This is not about you this time. This is about them. They’re going to be heard. They’re going to be appreciated. And over time, this is going to build those relationships that will turn into business because we’ve been doing this for many, many years and it just happens. If you do this work relentlessly, you will get business from this activity. It’s a fact. It is not a theory.

Lee Kantor: And over time, this is better than networking because it becomes this perpetual prospect pipeline built on generosity. It’s built on trust, and it’s built on consistent visibility. So if you do this kind of work relentlessly over time, you will build your practice up, I promise you, and you will get more clients. You will be serving your business community. You will become a key connector and an important component of any business community.

Lee Kantor: So I highly recommend a business coach, to check out Business RadioX, and see if this is going to be a fit for your practice. When you’re tired of prospecting the old way, when you’re tired of awkwardly having an awkward conversation with somebody at a chamber meeting that you’re never going to do business with, then it’s time to check out Business RadioX.

Wendi Pannell: Building Execution Discipline with the Business Gym Model

April 20, 2026 by angishields

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Houston Business Radio
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EmailSignatureLogo-WendiPannellWendi-PannellWendi Pannell is a dynamic business strategist and founder of Pannell Consulting. With over two decades of experience leading operations and teams at companies like HP and GE, Wendi specializes in turning ambitious visions into executable realities for tech CEOs and growing businesses.

As a fractional COO and operational partner, Wendi doesn’t just deliver roadmaps—she stays in the room while execution actually happens. Her approach transforms how leaders work: decisions stick the first time, progress becomes visible without chasing updates, and teams learn to navigate ambiguity with confidence.

Wendi is also the creator of Business Gym, an exclusive 90-day program for women entrepreneurs and leaders. Like physical fitness, business success requires consistent practice. Business Gym provides women with the regular training needed to strengthen vision clarity, communication rhythms, and accountability—creating sustainable growth through structure and community.

Known for her practical, no-nonsense approach combined with contagious passion, Wendi has earned recognition as a Regional Leader of the Year. She’s a passionate advocate for women in technology and balances her entrepreneurial ventures with life as a wife, mom to three boys, and dog mom to two border collies in Blacksburg, Virginia.

LinkedIn:https://www.linkedin.com/in/wwp/
Website: https://wendipannell.com & https://bizgym.wendipannell.com/

Transcript-iconThis transcript is machine transcribed by Sonix

 

TRANSCRIPT

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

Trisha Stetzel: Hello, Houston. Trisha Stetzel here bringing you another episode of Houston Business Radio. It is my pleasure to introduce you to my guest today, Wendi Pannell, today founder of Pannell Consulting and creator of business. Jim. We’re going to touch on that in a few minutes. Wendi is a business strategist and fractional COO who helps growing companies turn ambitious visions into real execution. With more than two decades of experience leading operations and teams at companies like HP and GE, she works with founders and leadership teams to bring clarity to priorities, install strong execution rhythms, and reduce founder dependency so businesses can scale effectively. In addition to her consulting work, Wendi recently launched Business Gem, a structured 90 day accountability program designed to help women entrepreneurs strengthen their leadership, build momentum and grow their businesses through community and disciplined execution. Known for her practical and direct approach, Wendi helps leaders move from ideas to measurable progress. Wendi, welcome to the show.

Wendi Pannell: Thank you so much. I took notes on several of the description items.

Trisha Stetzel: I saw you doing that in the background. I’m like, okay, is this a good thing or a bad thing?

Wendi Pannell: So it was good. There’s lots of dialog.

Trisha Stetzel: Yeah. So tell us a little bit more about you.

Wendi Pannell: Yes. So, um, I have three boys. I’ll start with that because I think that paints a picture of the chaos in my personal life that I also have to keep under control and also just let happen. Um, and yeah, live in a small town in southwest Virginia. So Blacksburg, Virginia, home of the Virginia Tech Hokies. A lot of people know about and, you know, I just, I really love what I do, both from a, you know, fractional COO with small to medium sized tech companies to my recent kind of role in creation of the business gym, which is truly a passion project that allows me to honestly just be more present in my hometown and engage with the community. Um, and that’s just brought me so much unexpected joy. So I’m really getting to like do passion projects and my day job that pays the bills, um, all the time. And yeah, I’m just loving it.

Trisha Stetzel: I love that. That’s fantastic.

Trisha Stetzel: So it brings something to mind. Wendi. And I think a lot of us women struggle with is the, uh, the old adage of work life balance, which is now really integration, I believe. How do you keep it all together?

Wendi Pannell: Definitely a lot of plates spinning, I think. Uh, when I first had not first had kids, like I was maybe ten years in, I realized it wasn’t about balance. It was about being present in the times that I needed to be present. Um, it was some days I was 100% a mom or 75% mom and 25% an employee probably at the time because I didn’t have my own business. But it’s also about setting expectations, right? With my husband, with my kids, with my employer. Now it’s with myself. I have lots of conversations with myself, but setting those expectations and knowing that sometimes somebody’s getting more of me than the other, and that’s perfectly okay.

Trisha Stetzel: Oh, did you guys hear that it is okay to be a mom on a day that you need to be a mom, and it’s okay to be a business owner on a day that you need to be a business owner. And what I heard you say, Wendi, and I think it’s great advice is you got to have guardrails or guidelines with your family, yourself and your business.

Wendi Pannell: Yeah, 100%. It’s setting the expectations that, um, you know, this is how I’m going to be showing up or not showing up like, hey, I’m sorry, I’m going to miss the practice or the game or the event or to my employers, the same. The other thing my husband and I kind of decided on early on is when one of us would take a new role for three months, we could be less at home because we knew we were getting integrated into this new role, this new job. And so that kind of communication expectations just just rolled into when one of us have a big project or a client delivery, we just know what’s going to be there or not be there.

Trisha Stetzel: Yeah, absolutely. Okay, so this reminds me that you’re a fractional COO, or that’s the role you typically take when you’re working with other companies. Can we talk about that? There’s a lot of fractional C acronyms out there these days. So when we when you say fractional COO, what does that mean?

Wendi Pannell: Well, when I first went out on my own, you know, I, when I worked for any company, I was all that always that person in the organization that you could just drop in and ask me to go fix something, go figure out what they’re doing, like make it better, make it more efficient, make money, shut it down. Maybe. Um, so when I decided to go out on my own, I didn’t know what I was. I was like, aren’t people just going to hire me because I get stuff done? Um, because I’ve never done like the sales and marketing. I didn’t understand when you’re out on your own, you have to tell people what you do. They don’t just know what they do. What I know, and quite frankly, a lot of my contacts were in big fortune 500 255 companies, and that’s not who I was wanting to help. So I actually joined a cohort of other like minded and kind of same space, same season. And I explained to them what I wanted to do, which was to go in and help companies be more efficient and get things done and execute. And one of them were like, well, you sound like a fractional COO. And I was like, oh yeah, that makes perfect sense. Now the fractional space is definitely more saturated than it was, which is good because more businesses understand what a fractional consultant can bring.

Wendi Pannell: And essentially it’s you are getting the full breadth and depth and season of a professional of a person at a fraction of the cost. For me, it’s about working with companies that are not ready for a full time CEO. Maybe they’re in that scaling stage, or maybe they have a COO, but they are growing so fast they need other focus or expertise or another set of hands. Um, so because I’ve been in the tech space for, I hate saying two decades or 25 years, it sounds so long, but for a long time, um, I have just seen a lot of different things. I have a lot of different experiences, so I’m able to jump into a company and get acclimated very quickly. I think that’s one of my superpowers. I can kind of look around and absorb what’s going on and listen. I don’t come in and say, we need to do this right away unless there’s a very clear and obvious problem. Um, but the things that I do implement right away are just basic standards that, quite frankly, any company, I don’t care where you’re at if you don’t have these three things, they’re the things that you need to do right away. So fractional is just really enabling growing companies to get super focused and make sure that they’re executing.

Trisha Stetzel: Okay, so let’s talk about that execution piece. Um, I’ve heard you say, and we connected on this, that a lot of companies think they have a strategy problem when they really have an execution problem. So what does that look like in real life or what have you seen play out?

Wendi Pannell: So it’s funny. That is what I wrote down because I had the business at the beginning. You’re like business strategist. I really need to reframe that differently. The strategy is honestly to do more execution because a lot of companies will spend a lot of time talking about or figuring out what that strategy is, but then they put it up on the shelf that I had over here, and they don’t talk about it again. So what I really am going to bring in to companies is making sure they know exactly what matters. What is that one, two or maybe three things that need to get done this quarter this month. I usually think in quarters that’s just the corporate side of me. Um, you know, what is that that needs to get done and let’s talk about it every week. Like with the people that matter with your execution team. Let’s talk about that one thing and give it a status, because we’ve been really clear about what good looks like, what success looks like. Um, one of my favorite analogies, I love prosecco, but I say champagne. I want businesses to know when they can pop that champagne. Like when do they need to start chilling the champagne? So they can pop that champagne. And you can’t do that unless you know specifically about where you’re going. So a lot of companies feel like they have goals and they probably do, but they probably have conversations too often about, well, are we there? Did we reach it? Is this. You know what? No it’s not. So helping them get super clear about what that goal is, um, is I think, a game changer. And then talking about it, taking that strategy and putting it in action, you know, building a roadmap so that everyone can kind of see where we’re going and, and they know, yes, we’re going to do that, but not yet because we need to get these few things in line first. So it’s really about my strategy is just about more execution and talking more about what you’re executing on.

Trisha Stetzel: Yeah, absolutely. Okay. You guys are hearing it now, this practical and direct approach that Wendi has and something that I really, really love, something else that you focus a lot on is this founder dependency. And I, I think that we talk about it a lot and our founders are hearing it, but they’re not actually doing anything about being that dependent or the dependency being on the founder. So how do leaders start building systems and leadership inside of their company? So it doesn’t just become dependent or stay dependent on them?

Wendi Pannell: This one is tricky because it’s also very much a feelings thing and a trust thing, which is something that a lot of business owners or founders don’t want to talk about or don’t even recognize, like they probably see the dependency is, oh, the team needs me or I built this company. Of course, I’m supposed to know and do and be responsible for everything. Or, you know, I am so busy and, um, and it almost feels good because you are needed even as the company is growing, which I get it like that all does feel good. Like there’s a side of me as a mom that I’m like, oh, you don’t you don’t want to come home even though you’ve graduated. Like you don’t want to hang out. It hurts, I get it. Um, but not, but, and I think that a lot of founders get burnt out and frustrated and are kept up late at night because they’ve got a great team, but things aren’t moving. They haven’t seen progress. Progress. They can’t name the progress. If they have a board, they don’t have clear visibility into. These are the things we’re getting done. Here’s how we’re using your money. Um, so I think founders first need to recognize that they are the bottleneck, right? If everything has to run through them, the company is not moving as fast as it could. And you probably have maybe unhappy employees, right? You hired people to do a certain job.

Wendi Pannell: And I feel like when you remove yourself as a bottleneck and you get really clear about where you’re trying to go and how you’re going to measure success as a founder or a CEO, it’s now just like giving your entire team capes. They’re all going to become superheroes for you and for the business. And things are just going to get done faster. So it’s really about recognizing that you are the bottleneck because every answer, every decision has to go through you. And if you’re at a certain stage of growth, it’s also going to be about making sure that you have the right people in the right seats. What I see oftentimes, and is also a very much a feelings and a difficult conversation is the people that got you here are not the people that that could get you to the next stage. And recognizing and understanding that and taking actions to make sure you have the right people in place is kind of another factor of that, because it might be that you’re holding on to everything. As a founder or a CEO, because you don’t have somebody to trust that you can hand it off to. So they really have to find the people that they trust, which mean that they are capable, capable, and they understand your vision and they’re able to help you articulate your vision.

Trisha Stetzel: Mhm. Thank you for leading with its emotional right. Being a founder and building a business is very emotional. And I think sometimes we just categorize that as being in control of everything. Yeah. And I love that you said put, let allow the people on your team to put on their capes. I like to consider it a gift to those who are on your team so that they too can, um, grow and get better. All right. I know we are already halfway through and there are some ladies and gentlemen that are listening today that already want to connect to you and learn more about what it is that you’re doing. Wendi. So where is the best place for them to connect with you?

Wendi Pannell: Yeah, I am very active on LinkedIn. I share my thoughts and what I really think about things. So definitely find me on LinkedIn. Wendi with an I panel, two ns, two L’s. Um, and then my website also just kind of puts it out there. Like I like to think and how I kind of, um, how I think about working with businesses. So those are two great places to connect with me just to understand more about who I am and what I like to do.

Trisha Stetzel: Fantastic. Thank you Wendi. And as always, you guys, I’ll put that in the show notes as well. So if you’re sitting in front of your computer, you can just point and click and get directly to Wendi with an I panel with two ns and two L’s. All right, Wendi, I want to shift just a little bit to, um, women in business and accountability. So tell me what you’re up to and let’s talk more about that.

Wendi Pannell: So this was definitely not something that was on my 2025 bingo card. Um, actually one of my objectives in 2025, I’ve always been very involved in women in technology. So it usually run through local tech councils. I was kind of at a season in my career where I wanted to be more intentional about how I was helping women, like how could I give back because I’m in a season of my life where I have the bandwidth and the energy to give back. And so I kind of wrote it off because I was just so busy with the fractional COO stuff that I had not found that thing. And I joined a local coworking space and they asked me to do a series like a talking series. And I did it on, I actually called it UGG goals, right? Because a lot of people, especially for smaller businesses, are like, goals are for corporate. That’s not for like my small business. So I did the session and it ended up being women business owners that joined. And afterwards they were all talking and they said, I really, you know, I know what I need to do. I know these are things that I need to do, but I just really need somebody to hold me accountable. And as this, like new entrepreneur, uh, I was like, oh, like, I think I can help with that because I had come up through GE where we did cohorts and, you know, had these concepts of bringing small like groups of people together.

Wendi Pannell: Um, and GE was like actually the different panels. So we had health, health care, um, banking airplanes, like trains, right? All of the different industries. And so I’m like, well, what about this? And so I, um, with another woman that had already been kind of coaching, we’re talking about creating a group of women. And I know as a woman entrepreneur myself and founder that in the beginning I had the hardest time investing in myself. Like I was like, I shouldn’t spend money because I’m not making money yet. And so I just kind of scoped it out to be, let’s do 90 days. So a quarter, right? Going back to my corporate, um, let’s do 90 days. And you were going to pick one, one big goal that’s going to move your company forward. And then we’re going to meet weekly as a group and we’re going to hold each other accountable. And you know, I would do some coaching about what I had seen in my own business. And, and also just quite honestly, bringing all my corporate lessons learned into these smaller businesses, which many of them had not been in corporate, like they’ve always been entrepreneurs or they hadn’t experienced some of the systems or things that you could put in place.

Wendi Pannell: And so they were like, yes, eventually it did take me some convincing to get some women to sign up. It goes back to that, oh, I don’t have the money. I shouldn’t convince, I should not invest in myself. So the first time I got four, um. And at the end they were like, you’re going to do this again, right? Like we’re going to keep going and we’re going to do this in Q1. And so I really didn’t plan on that, but I was like, okay. And then in the second cohort, I’ve got seven. Um. The other thing I would do, I want to add this in because I think it’s important because I’ve had coaches that did not go well that were not a good fit. I said if you do not get 100% return on your investment through new clients, through time saved, I will give you all of your money back. I wasn’t trying to earn money on this. I was really just trying to kind of support them and get them to invest in themselves. Because when you invest in yourself, you also change your mindset about the importance of yourself and the importance of your business.

Wendi Pannell: And so I was passionate about that. If no, if at some time they weren’t, now they did have to show up like to ten of the 12 sessions and they had to show that they were putting in the work and the effort. Um, so the next go round, I’ll probably get at least those same three women back again and hopefully some of the new ones. But it’s just brought me so much joy to be able to take what I’ve learned over the years from small and big businesses and give these women different perspective, but also a group that when they walk in, you know, to our small little conference room, they don’t have to explain the kind of day they’ve had. They’re all entrepreneurs. They’re all wearing multiple hats, taking care of parents, taking care of children, you know, being in relationships, also doing other things in the community. They just know today I might be an exhausted, and I’m just going to sit over here and absorb what all of you other women are putting in. But I’m taking things away. So just that joy of bringing amazing women together and helping them to grow their business in a very systematic way It’s just been amazing.

Trisha Stetzel: That right up my alley and the whole reason that we were introduced to each other in the first place, right. Uh, because of the work that we do. I, we, before we started recording, we were talking about in-person versus virtual. So tell me what you’ve seen in this first. Now going into your second cohort, the difference it makes having women come together in person.

Wendi Pannell: Yeah. I love, uh, these women too, because they’re like, Wendi, you should scale this. Like you should take it online and, and get women from all over. And honestly, I would love to, because I would love to have that bigger impact. Um, but I think part of the magic is being in person. And so we, because we are juggling multiple things, we do one week in person and one week, um, together in a conference room. So every other week we’re in person and I’ve just shared with them and I’ve asked them like, I think part of our magic is that we get together in person. And so we have that like additional bond. We can really see each other’s faces. And even with my, you know, my CEO clients, if I can meet them in person, um, which I don’t always get to do. I absolutely love to break bread together because it just makes the rest of the conversations easier and things just get done faster. I find, um, so I’d love to scale it and, and share this. So if, if I don’t scale, I would love to encourage other fractionals because I think I do have this energy. Um, I’m also a huge organizer, but the other thing I’ve been able to help a lot of them with is tech like, hey, you’re doing this, we could make this faster. Here’s some technologies you could consider. So if you do something like I do, you’re in a perfect space position and mindset and skills and ability to open like this in your hometown and, um, it’s fantastic.

Trisha Stetzel: I love that. So, uh, if you’re listening today and you happen to be interested in creating or being a part of a women’s cohort, women in Business and accountability group, I think Wendi might like some feedback on in person or do you scale it and go online? I love the idea of over a 12 week period, you meet six times in person. It’s a difference maker. Trisha’s opinion, and I love that you’re doing that. So if you guys want to reach out, you know how to find Wendi on LinkedIn or on her website. I would be remiss if we didn’t talk about business. Jim, can we talk a little bit about that? Tell me about your 90 day program.

Wendi Pannell: Yeah. So the structure is that for 90 days in the beginning, just like I do with my fractional co clients, we define one very clear goal. And usually this is where this is where they learn about my feedback style. So I’m pushing them on. Well, what does that mean? What does that look like? When can we pop champagne? So they have a very specific goal line. So and this again, um, I can creating goals to like understanding how a sommelier tastes wine. It’s taken me years to understand what a good goal is. And so the and I use the objective and key results framework because I love how it mixes the why with the how and the what. Um, so I push them to define that because they have to start with clarity. And once they do the or have the goal, we store it somewhere where I’m showing them, hey, you’re bringing this back on a weekly basis. I teach them a cadence of how they check in with themselves or how they check in with me, because I also do one coaching call with them a month. Um, so clarity and then that cadence of talking about it once a week. Uh, and then the next part is, okay, when we’re getting together in that, in that time, that 75 minutes that we’re together, we are talking about what did you get done? What roadblocks did you have? And what are you doing this coming week? What’s going to move the needle? It’s if you’re in technology and the tech space, it’s a stand up, right? It’s a 15 minute stand up that a lot of tech tech teams do. So getting them in the system and the cadence of clarity and cadence and asking themselves questions is what helps to move that goal forward.

Wendi Pannell: And honestly, it’s the exact same thing that I use for bigger tech companies is, um, write down the one thing that matters, right? For them, I also will say, ask your team, don’t assume, ask them what’s sticky, what’s not moving. So even for these smaller solopreneur entrepreneur women. What? What’s slowing you down right now? And if you have a team and you start asking your team that. Because a lot of leaders assume they think what’s slowing them down because again, it’s usually not the strategy. It’s tactically what is slowing those folks down. Then they’re going to be able to make their strategy execution move faster. And then again, the difference, the simple difference that a 30 minute check in a week. I don’t care if you’re a solopreneur. I have check ins with myself. I’ve got a spot on my calendar panel consulting check in. And during that time, I’m looking through my goals, my objectives, and my key results. And I’m being honest with myself about what moved and what didn’t, and that helps me prepare for next week. What do I need to mitigate? What do I need to really help to move me forward? And as a solopreneur, it’s great because it’s keeping me accountable because it’s really hard when you’re a solopreneur sometimes to kind of hold yourself accountable. But the great thing about this is, you know, even though I work with a lot of tech companies, those three things don’t require a consultant. They don’t require new technology or tools. It is the art of like accountability and clarity that’s really going to help any company solopreneur to, you know, $20 million in IRR to move the needle.

Trisha Stetzel: I love that you work in 90 day sprints. I don’t know if you use that word. That’s just what came forward for me. And it really feels like as a solopreneur, just an entrepreneur with a small team that I don’t have to eat the elephant all at once, it feels way less overwhelming to do everything in 90 day sprints. And you, you’re doing this in your daily work with your clients, with the women that you’re bringing in and other business. Jim. 90 day Execution cycles, uh, to get us where we need to be. And I think that’s fantastic. So I have one more as we wrap up. I have one more question for you, Wendi. Um, if a business owner leader and especially the women who are listening today, if they feel stuck or overwhelmed, what’s one small thing they can do this week to bring more clarity and execution into her business?

Wendi Pannell: Write down, which could be brainstorming. What is the one thing that matters that they need to move this week? You could even start with this week. What is the one thing that you need to get done this week and make that your priority? Move mountains, move calendars, move things that aren’t important off of your calendar and block time to review it, to do it, to make the plan to get it done. You know, there’s also psychology around a list, right? And checking things off when you feel like you’re making momentum on a regular cadence, it gives you that boost to keep going. And when you are running a small company or you’re in growth mode, those little wins count a lot for you and for your team. So my suggestion that one thing would be to write it down. But here’s the other thing that I think, um, a lot of folks could use help with is, is that the right thing? And when you are working on your own and you don’t have a co-founder or a COO or just somebody who’s like, got your vision and your passion to push you on whether that is the right thing. You know, this is where having mentors, you know, having people that have gone this path before, having a cohort of other women or reaching out, you know, to a fractional CFO. Somebody wanted to send me their goal in, um, in a DM on LinkedIn. Listen, I nerd out about this stuff, so send it to me. I’m happy to say, yeah, this isn’t going to work for you, right? Even if it’s just how it’s worded, I can quickly say you’re not going to know when you hit this. You need to be more specific. So I think that could just be the one thing they do for the week, the quarter, the month, not the year. Please, not the year. Start small. What is one thing that you absolutely have to get done to move the needle in your business?

Trisha Stetzel: Mhm. Fantastic. So two questions for the audience to think about is what’s the one thing and is it the right thing? And you guys need to reach out and check in with Wendi. She is amazing. Thank you so much for being with me today. Tell folks one more time how to find you.

Wendi Pannell: Linkedin. Very active. So Wendi with an I and panel two ends, two L’s and then my website poorly named. So I’m not in marketing but Wendi parnell.com.

Trisha Stetzel: Hey that’s fantastic. Then we can find you so easy, I love it. Thank you. Wendi, it has been my pleasure to host you. Thanks for spending the time and joining me today.

Wendi Pannell: Absolutely. Thanks, Tricia.

Trisha Stetzel: All right guys, that’s all the time we have for today. If you found value in this conversation that Wendi and I had, please share it with a fellow entrepreneur, a veteran or Houston reader leader ready to grow. Be sure to follow, rate and review the show. Of course, 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.

Alese Johnston: How Intentional Relationships Support Health, Purpose, and Longevity

April 20, 2026 by angishields

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Alese Johnston's ProjectAlese Johnston is an entrepreneur, author, and speaker focused on social connection, aging, and community design. With a background in business, investing, and tech, she now explores how human connection impacts health and longevity.

She founded Agora, including the Elysium Club—small, in-person peer groups designed to foster meaningful, consistent relationships. She also created The Fabulous 70 Challenge, a project centered on curiosity and lifelong growth.

Alese is the author of Beyond the Locks and regularly speaks on entrepreneurship, reinvention, and the importance of connection in aging well.

LinkedIn:https://www.linkedin.com/in/alese/
Website: https://agoraworldproject.com/

Transcript-iconThis transcript is machine transcribed by Sonix

 

TRANSCRIPT

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

Trisha Stetzel: Hello, Houston. Trisha Stetzel here. Bringing you another episode of Houston Business Radio is my pleasure to have this guest back for the second time. And no, we won’t be talking about the same thing. We’re going to be talking about something even more interesting today. Today’s guest is Alese Johnston, CEO of the Agora World Project. More to come on that and a returning guest. As I said, Alese is an entrepreneur, author, and speaker whose work focuses on the powerful connection between community aging and well-being. After a career in business development, investing, and technology platform, she began studying the growing body of research linking social connection to physical health, cognitive resilience and longevity. She’s the founder of Agora, an initiative exploring how intentional human connection can support well-being as people age. Agora first program, The Elysium Club, is designed as a small, in-person peer group model that fosters meaningful relationships, reflection, and shared perspective. She is also the creator of the fabulous 70 challenge, which we talked about last time, and the author of Beyond the Locks. You can find more in our last episode. And she continues to explore how curiosity, connection, and community shape healthy aging. Alese. Welcome back.

Alese Johnston: Thank you. It’s good to be back.

Trisha Stetzel: So excited to have you today. All right. So for those who have not listened to episode number one that we did a few months ago, tell us a little bit more about you. And then I want to jump into our big topic today.

Alese Johnston: So I’m a compulsive author. I love to start new ventures where I see problems worth working on. And I’m about to turn 72 in 6 weeks. Might be five weeks now. Um, yeah, I am very, uh, personally invested in trying to make aging look good.

Trisha Stetzel: And you do so well. By the way, if you guys are only listening, you need to jump over to the YouTube channel so you can see how amazing and vibrant Alese is at 72. Yes, I love it. Look, I made you read. I made you a little read. I love it. Okay, so tell me. I know that you just released a new book. Can we talk a little bit about that first? Okay, let’s do it.

Alese Johnston: My ego loves to talk about my new book. Um, I love, like love, love, love underscore, uh, when people jump in on my fabulous 70s challenge and tell me about new adventures that they have had, things that they’ve done that they had never done before. And I didn’t realize when I started that challenge for myself how much I was going to enjoy hearing other people’s stories or watching them engage with it. Um, I had one, uh, new friend reach out and share with me her website where she had, uh, kind of done the same thing in response to mine, although she was only turning 60, so she set herself 60 challenges. So, you know, uh, duplication is the most sincere form of flattery. And I decided that it would be fun to write a book encouraging people at large to do that. So the book talks about, uh, the mission, uh, everything from how it affects the neuroplasticity of your brain to just how much fun it is to give yourself permission. So the book is 105 page permission sheet to go out and enjoy life and do some new things. And it includes workbook area to write down what you did. And at the end of the book, there’s even a link to a spreadsheet and we’re going to provide some more content, but it’s basically a workbook for how to do your own 70 New Adventures Challenge. So go have some fun.

Trisha Stetzel: I love this so much.

Trisha Stetzel: Okay. The book is called The Fabulous 70 challenge at least. Where can people grab that book from.

Alese Johnston: On Amazon currently.

Trisha Stetzel: Amazon.

Trisha Stetzel: And you can also look up the author since she’s written more than one book on Amazon. It’s a LESE Johnston with a TJOHNSTON. Look her up as an author and you’ll find all of her books. I’m really excited about this newest one. Thank you. I just saw the announcement this week and I can’t wait to go out and grab it. So my friend, um, one of the things that we touched on lightly the last time you were on the show, because we were really talking business last time, and I wanted you to come back and talk about this whole idea around loneliness. We don’t talk about it and it really is a thing and it does affect you. So tell me more about what you’ve learned over the years and what loneliness is really doing to us as human beings.

Alese Johnston: So let me paint a little picture for you. If you have two friends and one of them is a chain smoker and smokes like 1520 cigarettes a day, and one of them is just always alone, never goes out, never talks to anybody. Which one would you put your money on is going to die first.

Trisha Stetzel: So you’re going to ask me that question. And I think all of us think, I think I’m just going to speak for everyone who’s listening today, that the person who’s not taking care of their body, the person who’s smoking, would be the first one to go.

Alese Johnston: Mhm. That’s what everybody thinks. And yet there’s a recent publication from the Surgeon General Clearly showing that the person who is isolated is more likely to have the soonest exit, and they’re going to be less healthy because they get heart issues and inflammation and a lot of other issues. Your brain lining starts to deteriorate when you’re alone too much. Humans are social animals. Our bodies are designed to be around other people in person, not just on Zoom.

Trisha Stetzel: Oh, you mean this doesn’t work very good. At least this didn’t work.

Alese Johnston: Sorry.

Trisha Stetzel: I mean, good conversation.

Alese Johnston: It’s fun and it does good things for us. But it it it does not give you the maximum benefit.

Trisha Stetzel: Yeah, absolutely. And I think we touched on, I had read a book a million years ago. I feel like it was called the Blue Zones. And I was so I couldn’t believe that community or that relationship, the, you know, getting rid of loneliness was. It’s part of why people are living to be more than 100 in some of these blue zones, which is very interesting to me. So talk to me more about why we don’t talk about loneliness. It’s something I feel like we all just push under the rug and we don’t talk about it.

Alese Johnston: I would be horribly embarrassed to tell you that I was lonely. It sounds like a personal failing, and I’ve found that a lot of people my age respond to it that way. They it, they feel like it’s a judgment that they’re not as good as other people or, I don’t know, lots of reasons. I mean, you can go talk to ten people and get ten different answers for why they don’t want to talk about that. But it seems forbidden and whiny. I mean, you and I will sit here and whine about the weather before whining about being lonely, right?

Trisha Stetzel: That’s true. Absolutely.

Alese Johnston: It’s just a little embarrassing. Um, but we need to talk about it. Um, because it’s not it’s not a personal failing by any stretch of the imagination. Our very society is optimized for efficiency and that kind of connection that you get off of your cell phone or your computer. It’s like we’re fed all this content, but none of it is in person. I mean, when when was the last time you went to a live theater, for example? Um, and you, you watch movies, you watch TV, but, you know, going to a lot of theater is pretty rare these days. Um, it’s just it being with another human just has this instant boost to your endorphins, all your hormones, your heart rate. Um, and then we could get really radical and talk about the biological effect of touch, uh, which has become so forbidden in this society. And yet it has incredible. I mean, given another human a hug. Oh, but that your biology is incredible. But, um, mostly I just want people to spend more time with each other having, like, real human conversation. I mean, just your voice, hearing another person’s voice in person does amazing things. I, I will put some research on our Agora website and share the science behind a bunch of that. We’re building quite the repository of of information that really smart researchers are putting together that supports this stuff. So if you like to read, um, that kind of thing, we’ll have material on the website. But, but just, you know, take it at a high level that being in proximity with other real people is good for your health. So invite somebody out to dinner.

Trisha Stetzel: Invite somebody out to dinner. I love that you might be very happy to know, Alese, that I just went to a live concert on Saturday. We have the Houston Rodeo here in the spring, and they do live concerts every single night for 20 days. And we went and saw Dwight Yoakam. I know he was good. He covered some Elvis songs, which was tons of fun, and we got to sit next to some friends. We invited friends and friends.

Alese Johnston: What a concept.

Trisha Stetzel: I’m taking all of your advice, Alese. Okay. I think this is a good lead into into the Agora project. So first, before we go there, because we’re going to dive right in, tell people where they can find more information about the project that we’re about to tackle.

Alese Johnston: Absolutely. We have the early stages of a website with resources on it called Agora World project.com. There are lots of just agora this, agora that out there. So you need to be pretty specific and do Agora world project. Uh, and I realize that’s an ambitious name and I’ll just own it because I have global Aspirations for this project. That might take me the better part of that ten year goal, but we’ll get there.

Trisha Stetzel: It’s going to be fun, and I can’t wait to go on this journey with you. All right, you guys, you can find that at a GORAWORLDPROJECT, make sure you spell it all the way out, and you’re going to find the information that you’re looking for. So, Alese, here’s what I would like to know. Why in the world did you start this project in the first place? And what in the world is it for?

Alese Johnston: I love to go to longevity conferences. Imagine that. And they’re always talking about this list of 6 or 7 things that are critical to helping your body live a long time. I talk about sleep and exercise, and everybody’s got a supplement they want you to take And, uh, they want you to go to your doctor on the regular, you know, all those things, but everybody includes in their list social connections. But at these conferences, I don’t see anybody doing anything useful about helping people develop social connections other than maybe come to the conference and hang out with people that have similar interests, which is, you know, a good thing, but nothing that reaches a broader audience. And so I thought, well, let’s sit down and take a look at this and see what we can find. So I spent eight months or a year doing research to see who was doing what in this space. And there are a lot of small local efforts, local communities, local people that have classes or programs or, you know, little retirement Communities, but nothing that um, both combined scale and would try to go really large with AI and with a whole collection of resources that would try to fit like the broad audience of people. And I thought, well, let’s sit down and pull some people together and see if we can’t tackle this. Um, and fully full disclosure, this may be a crazy person’s mission, but you know how I love to, to go after big projects. So, um, I’m not sure what form it will ultimately take. Right now, what we are envisioning is the whole pyramid of services that we’re designing using a lot of AI and human research to try and figure out how we can connect with the audience at large and make a real, measurable difference. One of our goals is to collect a lot of data that we can then use to help and study the problem and understand it better over time.

Trisha Stetzel: So how can we help right now? For anybody who’s listening today, how can they help you move this project forward? Mm.

Alese Johnston: Well, it depends on how you want to connect. If you are interested in, uh, using our services, once they’re developed, you can go to our website now and join our waiting list. Please do. We’d love to have your email address. We’ll stay in touch. Um, so that would be greatly appreciated. If you happen to be a human who likes to invest in early stage projects, we would love to talk to you. So email me personally at Alese at a girl a Girl world project.org. The. The.org is important because I don’t have a.com email address. Um, but yeah, just reach out to me and we’ll have a conversation with, you know, that have all the usual investor deck information that we’re happy to share.

Trisha Stetzel: Yeah, I love that. And something that you sent over to me earlier, and I know you’ve said it, but I want to read it straight from this document because it’s very impactful to me. Loneliness and social isolation are emerging as one of the largest public health risks of our time, of our time. Alese. Yes. And I think, you know, you talked about the human connection and touching each other and, um, the endorphins that we get. People are so addicted to other ways of releasing those endorphins. As I hold up my phone, if you’re not watching the YouTube video, it because that’s what we’re looking for, but we’re getting it from other places and not from humans. So tell me more about the long term idea behind this project. Is it me being able to connect with somebody on the other side of the globe if I’m going to be there? Tell me more about your vision for what this looks like.

Alese Johnston: So our vision can get a little crazy. We, um, I’ve been working with the guys at Luminar who are developing some trust based, uh, AI algorithms that can match humans based on their interests. Like the algorithm is designed around a series of questions that let us understand who you are at your core, and then can match you with other humans who share those interests. And so maybe you’re interested in learning a skill. There’s nobody in your neighborhood who does that. This algorithm would be able to connect you up with somebody who had that skill and was willing to talk to you about it. Or, uh, you know, maybe you like boating and like to talk about that. I, you know, I don’t know. This could go many ways. And, um, so kind of a combination of eharmony and match and, but not focused on dating, just focused on human connections and a lot of trust verification because we’re very trust forward. I think that’s super important as AI matures. Um, and I know a lot of people, you read constantly about people developing supportive relationships with their AI chatbot And not that there’s anything wrong with that because I enjoy talking to ChatGPT a lot, but that doesn’t mean to be your primary relationship. In my humble view of the world, that doesn’t solve your, uh, biological loneliness by any stretch of the imagination.

Trisha Stetzel: Yeah.

Alese Johnston: So, and we, we want to use tech to help connect people more effectively, whether it’s for mentoring or just conversation or let’s, you know, sync up and watch a movie together on the same YouTube channel this Friday or, you know, whatever floats your boat. Um, although. It’s hard to connect in person with somebody on the other side of the world. And we really want to drive people to be like in person with each other. Uh, so some of these solutions that were coming up with and testing, um, don’t necessarily 100% get to my real goal, which is getting people in the same room for conversations with their phone down.

Trisha Stetzel: Mhm.

Alese Johnston: But they’re small steps in building community. And I, as you’ve probably seen on a lot of my material, I believe community is medicine.

Trisha Stetzel: Mhm.

Alese Johnston: And if you can’t build it 100% in person, you can still build it. And that has some value.

Trisha Stetzel: Yeah, absolutely. Well, and, you know, replacing human conversation with chat. Gpt is not healthy. I, I can’t imagine anyone listening to this show right now would think that ChatGPT is more healthy than me having a conversation with Alese because it’s so much fun. It’s so much fun. I would much rather I would choose you all day long over my chat in person. And we talked about that right when one of us is in the other one’s backyard, then we’re going to reach out and actually go sit down and have a human to human conversation with each other. And it really does start, I think, at least with just bringing people together. And even if it is online, that’s okay. We’re at least having a conversation with another human being and not having a conversation with an AI. There’s nothing wrong with that. It’s not a relationship, right? And again, I want to, um, bring this from what Alese shared with me earlier today because I think it’s really important. The long term goal she has here is to create the world’s most comprehensive platform for understanding, strengthening, and scaling human connection. And I love that. I love what your mission is. I think this is fantastic. So those people that you asked to get on your wait list, maybe we could survey them and see what kinds of things they need from Agora. Like what would they want that platform to look like? So get on the wait list, you guys, um.

Alese Johnston: Drop me a note, tell me what you want, tell me what would be meaningful to you or how how you would like to solve your own loneliness problem and need support in accomplishing I that could tell us a lot about what we need to design to be actually helpful.

Trisha Stetzel: And even just having a conversation about it. For gosh sakes, Alese, before we started recording today, we were talking about nobody talks about it. It’s just not part of our vocabulary because in some cases it may feel embarrassing. Well, I may, I created this myself. Well, no you didn’t. And you can do something about it, right? You can definitely do something about it.

Alese Johnston: So many people my age Have such a small list of friends that they could reach out to. Through no fault of their own, people have moved away because we’re in such a mobile society. People die. I mean, I’m at that stage of my life where I attend more funerals than weddings and, you know, when did that happen? It just sneaks up on you. And you look up one day and your Rolodex of people that used to have an endless supply of names that you could go out to dinner with on Friday night is now down to 4 or 5.

Speaker 6: Mhm.

Alese Johnston: Um, because they all died or moved away. It’s not because you did anything to diminish your own community. It’s not your fault. Um, other than living long enough to see that happen. Um, so good luck. I mean, uh, good work sticking around. I think that’s an awesome accomplishment personally, but it just means we have to constantly be developing new community for ourselves.

Trisha Stetzel: Yeah, absolutely. Well, and even starting with the challenge, I think is a great way to start building local community. And I love that. All right. I know our time goes by so fast. I don’t know, Alese. Um, when you look out five or even ten years, what would success look like not just for Agora, but for the people and the communities that it touches?

Alese Johnston: Real success, because I’m a data geek at heart, would would be that Agora has provable numbers that show that we have made a positive impact in the communities that we’ve touched, like the loneliness scores are down and people’s health is better. They’re enjoying their life more, which that’s really what we’re here for, right, is to enjoy our lives.

Speaker 6: Mhm. Um.

Alese Johnston: So I would like to see that data, but, you know, sometimes success comes in tiny bites. Like, I got a text message this morning from a woman who had read my challenge book, and she bought it just because she knew me and was wanting to be supportive. I don’t know that she had any real expectation that it was going to be impactful, but she said she was having a real crap morning. And so she picked it up and started reading it. And there were a few sentences of encouragement there that said, I’m not going to quote it exactly, but it was something about you don’t have to do everything. You don’t have to do everything right now. You don’t have to do everything in any particular order. You are enough. And I she told me how impactful that was to her morning. And now she’s excited to read the whole rest of the book. And so that Tricia, that is success. One little note at a time. One person’s life that you get to touch. One lonely person who made a new friend this week because they were brave enough to reach out.

Speaker 6: Mhm.

Alese Johnston: I mean, as much as I like to be, you know, I like charts and graphs, shows that, you know, we’ve made dramatic progress. One human having a better life makes it all worthwhile. That’s my soapbox.

Trisha Stetzel: Well. And this all comes back around to the cover. And we were talking about this before we recorded, and I wished I would have had that because we just made full circle around how do you you didn’t use this language, but how do you eat an elephant? One bite at a time. It’s not everything at once. We’re not going to solve the problem with the first iteration, or even the first piece that you put in place here, but you’ve got the ball rolling. And right now what you need are people who want to invest in something that is going to create longevity or help with longevity, and people who want to get on the waitlist to use this tool that you’re creating to connect people. And I think that’s amazing. All right, you guys, if you’re interested, I want you to reach out directly to Alese and you can get her on her email at a LESE at agora world Dot org. Make sure you get the org at the end of that, and you can just send a lease, a direct message. Alese, as we close today, any other words of wisdom that you would like to share as we part ways?

Alese Johnston: So I have been thinking this morning about the fact that aging is not the enemy. Stagnation is. So those are my parting words.

Speaker 6: Oh.

Trisha Stetzel: I know some people who are going to hear that and love it. And I’m listening too. I had a birthday last week.

Speaker 6: I’m not I’m not.

Trisha Stetzel: In the 70s club, but I’m in the 50 something club.

Speaker 6: Yeah.

Trisha Stetzel: Alese, thank you so much for coming back on to talk about this project. I’m so excited. Congratulations on your book. You guys go to Amazon. Look up Alese Johnston as the author. You guys can see the books that she has out there. They’re all fabulous just like she is. Thanks for being on with me.

Speaker 5: It’s a delight to see you.

Speaker 6: All right, you guys.

Trisha Stetzel: That’s all the time we have for today. If you found value in this conversation that Alese and I had, please share it with a fellow entrepreneur, veteran, or Houston leader ready to grow or somebody that, you know, that might want to participate in a 70s challenge with Alese or even be a part of the Agora World Project, be sure to follow, rate and review the show. It helps us reach more bold 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 Local Coaches Use Podcasts to Fill Their Calendar

April 20, 2026 by angishields

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Stone Payton : And we’re back with Business RadioX Pro Tips. Lee Kantor, Stone Payton here with you. Lee, let’s chat a little bit about – I think we have the pedigree in the background to speak to this, but let’s chat a little bit about how local coaches use podcasts to fill their calendar.

Lee Kantor: Yeah, we’ve been doing this for 20 years, and a lot of our work is hyperlocal in a given community. So I just want to save a lot of coaches some heartache. If they’re considering podcasting strategy or even a podcasting guesting strategy, how to leverage it if you are a local coach that wants more local customers.

Lee Kantor: So if you’re a local coach, one of the smartest ways to fill your calendar is obviously with a podcast. It gives you that platform to share your ideas. You can build trust. You can stay top of mind with the exact people you want to work with. So instead of chasing kind of everybody, a new lead, new shiny objects to try to kind of boil the ocean, you can focus your show only on having the right kind of conversations to the exact right people, the people that matter most to you, by talking about the problems you solve, the wins you create, the stories that make people feel like you understand them.

Lee Kantor: If you focus on your ideal client, interview them. Over time, you’re going to be able to create a community around your podcast where you will be a relationship builder. You’ll be seen as somebody who cares about their community. You’ll also kind of have the credibility and authority you’ve been striving for because you are the place that’s telling those stories, and you’re going to create a steady source of inbound opportunities.

Lee Kantor: So if you want more bookings, don’t just make it harder. Create a show that makes people want to come on and talk to you.

Breaking Down Complexity: How EOS Helps Businesses Focus on What Really Matters

April 17, 2026 by angishields

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In this episode of Cherokee Business Radio, Joshua Kornitsky talks with Andrea Young, a certified EOS (Entrepreneurial Operating System) Implementer. Andrea shares her journey from corporate executive to entrepreneur, explaining how EOS helped her co-founded business triple profitability and double revenue. She discusses how EOS helps businesses simplify complexity, align leadership teams, and place the right people in the right roles. Through real-life examples, including helping a burned-out client reclaim work-life balance, Andrea highlights EOS’s transformative impact. 

Brought to you by Diesel David and Main Street Warriors

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Andrea-YoungAndrea Young helps leadership teams get out of the weeds, get aligned, and actually gain traction. Through her firm, LeadFX, she partners with growth-minded companies to simplify complexity, strengthen their teams, and turn vision into results.

Andrea brings a powerful blend of corporate leadership and entrepreneurial experience. As a Vice President at The Coca-Cola Company, she built a reputation for launching brands from scratch and solving complex business challenges, including leading innovation behind Coke Zero and Truvia. She was also brought in to turn around a struggling business. By aligning the leadership team around a clear vision and shared strategy, performance shifted from four years of decline to exceeding targets year over year.

She also co-founded a business that ran on EOS, giving her firsthand experience with the system she now implements. After introducing EOS, the company shifted from reactive to aligned, tripled profitability within 12 months, and the business ultimately sold in 2024.

To complement her hands-on experience and results, Andrea is committed to continuous learning in service of her clients. She is a Certified EOS Implementer, Certified CliftonStrengths and Working Genius Coach, and a Certified Exit Planning Advisor. This combination gives her a unique ability to help leadership teams navigate the real issues that impact vision, execution, and culture.

Based in Atlanta and a proud mom of two daughters, Andrea is an avid believer that great businesses are built by great teams—and that when leaders get clear, aligned, and accountable, everything changes.

Episode Highlights

  • Andrea’s background as a corporate executive and her transition to becoming a certified EOS Implementer.
  • The impact of EOS on business profitability and revenue growth.
  • Key principles of EOS, including simplicity, clarity, and execution.
  • The importance of aligning leadership teams and getting the right people in the right roles.
  • Real-life examples of EOS implementation transforming businesses and reducing burnout.
  • The distinction between coaching and consulting in the context of EOS.
  • The role of structure and accountability in entrepreneurial settings.
  • The significance of delegation and empowering team members.
  • Characteristics of ideal clients for EOS and the types of organizations that benefit from it.
  • Common misconceptions about EOS, including its complexity and the nature of the change process.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

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

Joshua Kornitsky: Welcome back to Cherokee Business Radio. I’m your host, Joshua Kornitsky, and I’ve got a great guest here in the studio today. But before I get started, I want to remind everybody that today’s episode is brought to you in part by the Community Partner Program, the Business RadioX Main Street Warriors defending capitalism, promoting small business, and supporting our local community. For more information, please go to Main Street warriors.org. And a special note of thanks to our title sponsor for the Cherokee chapter of Main Street Warriors Diesel David, Inc.. Please go check them out at diesel. David.com. As I said, I have a wonderful guest here in studio with me today. Her name is Andrea Young. Welcome, Andrea. Andrea is a certified EOS implementer, and she works with entrepreneurial organizations to help them grow and scale their business. Welcome, Andrea.

Andrea Young: Thanks, Josh. I’m excited to be here.

Joshua Kornitsky: Thank you. I’m so happy to have you. So let’s begin at the beginning. Tell me really, how did you get started in iOS?

Andrea Young: Well, I am a recovering corporate executive, so I spent 20 plus years in corporate America in a strategy, innovation and marketing side, building brands from scratch and then launching those out into different various countries. Um, I would also get brought in to turn around divisions that were stuck or had gone into some decline. And in those cases, I would, um, create a new strategy, get the whole team aligned towards it, rowing in that same direction and execute it. And, um, that turned into massive growth at the same time. Um, I co-founded a business and entrepreneurial business and, um, and I got to see how EOS worked. Uh, it was a total game changer for that business. We tripled our profitability in less than 12 months, doubled our revenue. And more importantly, we got the entire leader, entire team really focused in the same direction. So I saw the power of EOS. Um, and so when I decided to leave the corporate space, it was about, um, you know, how do I help other companies grow? How do I help other leadership teams grow personally and professionally? And that’s really where I’ve been focusing for the last five years.

Joshua Kornitsky: Okay. I mean, that that makes perfect sense to me. Once you saw the power of it. So out of curiosity, I know there’s a lot of different business operating systems and methodologies. Was there anything particular about EOS that stood out to you?

Andrea Young: Yes. It’s the combination of, um, a vision plus traction. So it takes theory to a very realistic level of being able to actually execute effectively in a company in the most simplest way. And that is where the magic exists, is being able to identify what your vision is, have the traction, the simple discipline, the tools to be able to actually deliver on that vision and at the very same time, be able to create a stronger culture, um, by really, uh, bringing your, or having your, um, uh, leadership team involved in all aspects of that from designing the, the vision to actually making it happen. And that’s where the power exists.

Joshua Kornitsky: And you said a word that I want to ask you about. You said this word simplicity. Um, so where, where does simplicity factor into this? Because when you think when I think about an entrepreneurial business, there anything but yes.

Andrea Young: You know, um, complexity is very expensive. And, uh, you know, I worked with a company that had over 900 SKUs, uh, 12 different leaders, three different sales departments. And they thought that complexity was, was their identity. It’s just, it’s, it’s complicated here. Um, and so we really simplified their focus. We simplified their core messaging and suddenly profit increased. Uh, the team had energy again, growth became intentional. They were focused on the most profitable SKUs, got into some SKU rationalization and really just made a healthier organization. You know, complexity is often a choice and clarity is always a competitive advantage.

Joshua Kornitsky: So that’s simplicity. Perspective. Yeah. I never would have thought of it that way. So does assuming the scale. You said you worked internationally in the corporate role in your life. I imagine that made you an expert in complexity. How has that impacted your ability to teach and coach CEOs with that, with that background coming out of a, out of a very corporate universe?

Andrea Young: Yeah, corporate has the benefit of, of great structure and accountability. And so I’ve been able to take that into the entrepreneurial world or entrepreneurial space, because that’s where a lot of, um, entrepreneurial businesses, um, are, those are, those are the opportunities they’re working in. And so being able to boil it down to the simplest elements, being able to make sure that it’s very clear who’s doing what, who’s on first, who’s on second. Um, and so that type of clarity and simplicity really leads to better growth and higher employee engagement.

Joshua Kornitsky: Okay, so so let me ask about what I see as sort of the elephant in the room. I understand you’re a certified EOS implementer. What does that mean? What do you actually do?

Andrea Young: Mhm. Well.

Joshua Kornitsky: Um, and I mean that politely. I’m just trying to for anybody hearing this for the first time. Um, I know you said that EOS is this business operating system and methodology, but I want somebody to really be able to grasp and follow.

Andrea Young: Yeah. So I would, um, express it like this. Uh, I help to bridge the gap between vision and execution. Um, I help leadership teams get out of chaos and into clarity.

Joshua Kornitsky: Okay.

Andrea Young: Um, most businesses don’t have a strategy problem. They have a structure problem. And so I help them implement EOS, which gives leaders a very simple way to get clear on what they’re doing to get the right people in the right seats and, um, actually execute consistently.

Joshua Kornitsky: So I mean, is it a bunch of complicated proprietary stuff? What what’s the basis for iOS?

Andrea Young: Well, it’s built off of a framework that Gino Wickman, um, wrote and designed. Um, that is a proven system that’s been around for over 15 years. And nearly 300,000 companies are running on iOS.

Joshua Kornitsky: So it’s not just a new idea. No, not not not the flavor of the month.

Andrea Young: Not the flavor of the month. Um, I actually ran iOS, uh, in the business that, uh, that I co-founded. And, um, and that’s where, you know, I, I’ve seen it work, I’ve seen it work, uh, personally. And then of course my clients, um, we’re just getting traction is really creating results.

Joshua Kornitsky: That’s, it’s good to know that it’s based on something that’s been around for a while, sort of been tested, been vetted, and that you’ve lived it yourself. That’s got to make a big difference.

Andrea Young: Absolutely. Because, uh, if you can put your, um, your self behind it, then it just creates that much more conviction.

Joshua Kornitsky: Can you share a story outside of your own organization? Where you working with someone to implement us made a real difference to their business?

Andrea Young: Yeah, EOS has the power to do lots of things depending on what you need out of your business. So whether it’s improving people issues or, um, profitability issues or driving revenue or creating some freedom, um, for your yourself. And so, uh, one thing that I discovered is, um, a lot of, a lot of business owners are really facing some big challenges right now. Uh, they’re growing, but it feels harder, not easier. Sure. Uh, their team’s busy, but not necessarily aligned. Uh, and everything still runs through them. And so I had a client who was working over 80 hours a week and still felt like things were really slipping.

Joshua Kornitsky: We got to be incredibly hard to give it that much.

Andrea Young: Yes.

Joshua Kornitsky: And to still feel like you’re running behind it.

Andrea Young: I mean, he felt like it was, uh, he was nearing burnout, right? Um, hadn’t taken a vacation in years. Um, and so in, by implementing iOS, we fixed his system. And, um, you know, most leaders don’t need to work harder. They need to work in a system that works. And so iOS was able to, to transform that for him to give some freedom back. And, and he took a vacation and spent time with his family and things didn’t fall apart back in the office. They continued to operate very efficiently and effectively without him. And that was, uh, a breath of fresh air for him.

Joshua Kornitsky: Well, it literally must have been game changing.

Andrea Young: Absolutely.

Joshua Kornitsky: I can only imagine. Yeah. So as you work with your clients, you know, how do you help them handle some of these tough decisions that they’re clearly not accustomed to making? Because it sounds to me like you’re elevating their visibility into some of the challenges that they may have been blind to. So how do you how do you help coach them around, say, people problems?

Andrea Young: Well, we start with making sure you’ve got the right people in the right seats.

Joshua Kornitsky: Um, how do you do that?

Andrea Young: We’ve got a few tools in our toolbox. And so, um, one of the first ones is really understanding structure before getting to people. And so getting clear on, we call it an accountability chart instead of an organizational chart. It’s kind of like an org chart on steroids.

Joshua Kornitsky: Okay.

Andrea Young: Um, and that accountability chart acts like a mini job description for understanding what the structure is, what, uh, what seats do you need to have within the organization to achieve the vision that you want to get to? And so we outline, um, I help them outline, uh, the roles for each one of those seats. And then only after we’ve designed what the right structure is. We, um, look at who are the right people for those seats and evaluate them using a simple tool called the people analyzer. Do they get it? Do they want it? Do they have the capacity to do that role? And so by doing so, we’re ensuring that we’ve got the right people in the right seats for for that.

Joshua Kornitsky: What happens when you don’t?

Andrea Young: That happens all the time. And sometimes you have to make really hard decisions. Um, you know, I had a client who, uh, like a lot of, um, uh, businesses, when they first start up, they hire friends, they hire family.

Joshua Kornitsky: Whoever they can get their hands on.

Andrea Young: Yeah. And so when we went through this exercise, it became very clear that the friend, uh, in their, their, uh, in their seat, in that seat had this, the seat had outgrown them.

Joshua Kornitsky: Um, okay.

Andrea Young: And they just didn’t have the ability to help them get to the next level.

Joshua Kornitsky: So the organization had more needs than that individual could deliver more. You said when you said they outgrew it.

Andrea Young: Yes.

Joshua Kornitsky: Okay.

Andrea Young: Yeah. And so what that meant is she had to make a very tough decision to be, um, to continue to grow the organization. Um, and so I helped to be the, the person to put some clarity on that using some of those iOS tools to help her coach her through that process. Uh, and then to ultimately hire the right person for that seat.

Joshua Kornitsky: So I want to ask something that just occurs to me as we’re talking. You keep saying coach, and in my brain I’m thinking consultant, what’s the difference between a coach and a consultant? Mhm. Because you’re you continually use the word coach.

Andrea Young: Yes. So an EOS implementer, um, as an EOS implementer, I play the role of coach, facilitator and teacher. Um, I’m not a consultant to provide the solutions. The the brilliance is in the room. Um, they know their industry, they know their competitors, they know their products and services. Uh, the very best. And so my job is to help coach, to help bring out that brilliance, um, to help them get aligned to what the right answers are. Um, and quite frankly, to kick them in the butts if they’re, uh, not doing what they say they’re going to do or to, uh, give them a high five when things are going well.

Joshua Kornitsky: Okay. So literally that sideline coach that that helps the players improve at the game.

Andrea Young: That’s right.

Joshua Kornitsky: So how do you how do you talk to somebody about like the individual you’re talking about earlier that hadn’t been on vacation? How do you convince someone that it’s okay to step away and take a break from their business? Well, I mean, obviously structure’s got to be there. You can’t just decide tomorrow you’re leaving for a week.

Andrea Young: But once we put these systems in place, it gives them some of the comfort. Once you’ve got the right structure, you’re delegating and elevating to the right people.

Joshua Kornitsky: Okay.

Andrea Young: You’ve got you’re measuring how things are working for you and holding people accountable. Getting really clear on what the priorities are, um, and improving the communication across the leadership team that builds the confidence, uh, with the owner that they can go away and, um, and enjoy family time or, uh, get away for a much needed, uh, clarity break or vacation, uh, knowing that things are going well at home. And so once we create that system, then, um, uh, we’ve got the tools in place to, to be able to prove it.

Joshua Kornitsky: Well, and you said earlier, it’s about having the right people in the right seat. Tell me, how does that relate to delegation? Because I have to think that’s critical before you can delegate. Right?

Andrea Young: It is. Absolutely. Um, you know, I used to worry about delegating some of the menial tasks are the things I wasn’t interested in doing. And what I discovered is that there are people out there that would love to do some of those projects. It’s new learning for them. It’s exciting for them. That is a bit of an aha to be able to elevate some of that work. Not everybody’s built to do the same stuff. And so by delegating out some of the tasks, it gives you a better time management. Um, but it also empowers some of your team members to contribute in a better, different way for the company.

Joshua Kornitsky: That makes really, really good sense. And it was not something that I thought about because delegation is scary, right? Letting go of things is scary. That’s why I linked it to having the right people. But it makes perfect sense that if you do have those right people, then then delegating is probably a little less scary.

Andrea Young: Yeah.

Joshua Kornitsky: Yeah. Um, who’s your ideal client? What types of organizations do you work with or is a good fit for us?

Andrea Young: It’s not any one um industry. It is rather growth minded business owners that are ready to, to level up that they are more afraid of the status quo than they are of change. Um, and so this helps them to, uh, to get there. And so you need a leadership team that’s open minded, that’s honest. Um, ready to do that? I work with a lot of family owned businesses and female owned businesses, um, as well as really, uh, anything from landscaping companies to legal firms. It really works across all different industries and leadership teams. It comes down to that growth mindset being the key component.

Joshua Kornitsky: So is it a good fit for a startup?

Andrea Young: Um, it can be, you need to be, uh, you know, got to a point where you’ve gotten stuck or need some, um, some help. Um, really creating this, just putting the systems in place to grow.

Joshua Kornitsky: I mean, it sounds to me like those systems are beneficial to the organization overall in any event, right. It’s got a, does it help us down the road for people that are evaluating investing in that business?

Andrea Young: Oh, absolutely. It just helps them to be really buttoned up as an organization. So I have worked with startups of a team of two, for example. Um, and this helped them to get the funding that they needed for their business because they were buttoned up in terms of where they were going, how they were going to get there, what the growth plan looked like. Um, so that was helpful. I would say that, uh, the typical client though, tends to be a smaller to mid-sized organization that, um, has gotten to a point where what worked for them before doesn’t work for them now, or there’s some chaos in the mix, or they’re struggling with some of those kind of people challenges that, that now need to, to get resolved. There’s some elephants. You brought up the word elephants. Elephants in the room.

Joshua Kornitsky: Okay. All right. I mean, that makes sense. So can I ask you kind of a difficult question, but what? There’s a few implementers out there, right? What? What sets you apart from others when it comes to to your approach?

Andrea Young: Yeah. Three things. I am, um, enterprise trained but entrepreneurial savvy. So having spent all that time in corporate, but then also having run my own businesses, um, I integrate strength tools. So I strength based training like working genius or cliftonstrengths.

Joshua Kornitsky: Okay.

Andrea Young: Um, and I’m really willing to put those issues on the table. So I build a client trust so that we’re, we’re working in an environment where we’re going to put those elephants in there and we’re going to tackle them and we’re going to come up with ideas or solutions. We don’t dance around problems. We solve them.

Joshua Kornitsky: That must take a great deal of. I’m trying to think of a polite word. I’ll go with guts. To be able to. To stand your ground on that type of thing. To make sure that they’re confronting the issues that they have to confront.

Andrea Young: Yeah. Clarity requires honesty. And that’s where the real growth happens. And so we get to a point where that is, is critical.

Joshua Kornitsky: It makes sense, but it must be uncomfortable at first.

Andrea Young: It can be. Um, but it’s also a sense of, uh, I think in my experience, the clients who go there get the, the, the greatest rewards and become even closer as a leadership team by, by being open and honest with each other.

Joshua Kornitsky: It makes sense. It, it changes heart. Yeah. And, and I imagine you encounter that quite a bit. So if I’m a business owner that’s listening to this right now and I’m feeling stuck. You know, what should they do? What are what are the steps they should take?

Andrea Young: Um, really start by being honest about where you’re at. Um, you know, what is your vision? Do you have the right people? Um, uh, what are your priorities? And if you don’t, then that’s where we need to do some work. And, um, uh, and if you didn’t, one of the biggest aha moments is that you don’t have to do it alone. And so I talked to a lot of business owners that feel like this is all on their shoulders. You don’t have to do it alone. And this, um, system, this process is really team based. And that just helps to drive bigger results to get where you’ve, you know, dreamt of, of turning that business into.

Joshua Kornitsky: That makes perfect sense to me. And what’s the best way for people to reach you if they, if they want to learn more or gain from your knowledge and experience in helping others.

Andrea Young: Well, my business is called Lead Effects, which is all about leadership effectiveness. And the website is the lead effects.com.

Joshua Kornitsky: Okay. And we will share that when we post the podcast. Thanks. So I appreciate you sharing that with me. Um, one last question that I like to ask everybody. What are some of the assumptions people make about working with you or working with us to, to bring this into their business? That might be off track.

Andrea Young: Hmm. Um.

Joshua Kornitsky: So you had said earlier that it’s simple but not easy.

Andrea Young: That’s right. Yeah, it is simple. It’s not easy. It is. Um, um, sometimes this identifies people that are not in the right seats. And so often the team that you start with is not necessarily the team you finish with. Um, it, uh, can, the, the waters can be a little muddy at first before it gets clear, but it needs to be as part of change management in order to get where you want to get to.

Joshua Kornitsky: I think that that’s a perfect closeout and makes it very clear to people that you got to what was it? Winston Churchill said the only way to get through hell is to get through hell. Uh, and it sounds like that’s exactly what this is, that in order to get to the clarity, you got to swim through a little bit of the muddy water.

Andrea Young: Well, we go one step at a time. So, um, well, and I’m here to help them and to guide them through that process.

Joshua Kornitsky: And thank you for bringing that up, because I think that is a big differentiator that, that it sounds like while it is a proven path, it’s not a race.

Andrea Young: No, it is. Uh, it is definitely not a sprint. This is a bit more of a marathon, but I have seen teams get results immediately. And, um, it is part of the journey towards getting to their ultimate goal.

Joshua Kornitsky: Well thank you Andrea. I really appreciate you sharing what you’ve shared with us today. And I know I learned a lot. Um, I do want to remind everybody that today’s episode is brought to you in part by the Community Partner program, the Business RadioX Main Street Warriors defending capitalism, promoting small business, and supporting our local community. For more information, please go to Main Street warriors.org. And a special note of thanks to our title, to our title sponsor for the Cherokee chapter of Main Street Warriors Diesel David, Inc.. Please go check them out at diesel david.com. Again, my name is Joshua Kornitsky. I am your host here at Cherokee Business Radio. My guest has been Andrea Young, certified EOS implementer. If you’re looking to grow or scale your business or it sounds like just get it healthier, she’s the one to reach you. Thank you. Andrea.

Andrea Young: Thanks, Josh.

How Small Law Firms Can Win Big in Today’s Competitive Legal Marketing Landscape

April 17, 2026 by angishields

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Cherokee Business Radio
How Small Law Firms Can Win Big in Today’s Competitive Legal Marketing Landscape
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In this episode of Cherokee Business Radio, Joshua Kornitsky interviews Matt Starosciak, owner of Proven Law Marketing and author of The Lawyers Marketing Book. Matt shares insights on the challenges small law firms face in a competitive marketing landscape, emphasizing the importance of strategy over isolated tactics. He highlights the often-overlooked client intake process as a critical conversion point and discusses how competition from large firms requires smart differentiation. Matt also explores how AI is reshaping legal marketing, particularly through changes in search engine dynamics, and advises firms to establish clear goals before investing in marketing efforts.

Brought to you by Diesel David and Main Street Warriors

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CBRX-Matt-StarosciakMatt Starosciak brings a rare combination of law practice experience and proven marketing leadership to law firms focused on revenue growth and operational excellence. Having practiced law in both small and large firm environments, Matt understands the real-world challenges attorneys face—and what it takes to stand out in an increasingly competitive market.

Early in his career, Matt was a top-performing sales representative at the world’s oldest lawyer marketing company, gaining firsthand insight into the strategies that drive measurable results. For the past 15 years, Matt has led client development and revenue growth efforts for some of the nation’s most successful law firms.

Recognized as one of the first and most experienced fractional CMOs in the legal industry, Matt works closely with a select group of law firms to develop customized marketing strategies aligned with their specific goals, practice areas, target markets, and competitive landscape. His approach is practical, data-driven, and focused on generating real business outcomes—not just activity.

Matt is also the author of The Lawyer Marketing Book, a comprehensive 300+ page guide to succeeding in today’s legal marketplace. He now dedicates his time to advising attorneys and law firms who are committed to achieving the highest levels of professional and financial success.

Episode Highlights

  • Challenges faced by law firms in marketing.
  • Importance of strategy over tactics in legal marketing.
  • The critical role of the client intake process in converting leads.
  • Differentiation strategies for smaller law firms in a competitive market.
  • The impact of competition and technology on legal marketing.
  • Common misconceptions law firms have about their marketing effectiveness.
  • The significance of understanding ideal clients and their needs.
  • The evolving role of AI and machine learning in law firm marketing.
  • The necessity of measuring marketing effectiveness through key metrics.
  • The importance of setting clear goals for marketing efforts

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

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

Joshua Kornitsky: Welcome back to Cherokee Business Radio. I’m your host, professional EOS implementer Joshua Kornitsky. And I’ve got a really interesting guest here in the studio that I can’t wait to get to. But before I get started, let me go ahead and tell you that today’s episode is brought to you in part by the Community Partner Program, the Business RadioX Main Street Warriors, defending capitalism, promoting small business, and supporting our local community. For more inforMattion, please go to Mainstreet warriors.org. And a special note of thanks to our title sponsor for the Cherokee chapter of Main Street Warriors Diesel David, Inc. Please go check them out at diesel. David.com. As I said, I’ve got a really interesting guest here in the studio with me today. I want to introduce everybody to Mattt Starosciak, owner of the proven law marketing firm. And Mattt brings a powerful combination of experience and passion into the law firm marketing process. He’s he’s practiced law both in large and small firm environments, and he spent the better part of a decade as a top sales representative at the oldest law marketing company in the world, most recently as the founder of Proven Law Marketing, Mattt has been responsible for client development and revenue growth at some of the nation’s top law firms. In 2017, Mattt wrote the Lawyers Marketing Book, a 300 page comprehensive work on what it takes to be successful in the competitive legal market. Today, Mattt spends his time sharing his knowledge with attorneys who are committed to achieving the very highest level of personal and professional success. Welcome, Matt. I’m so happy to have you here.

Matt Starosciak: Thanks a lot. Great to be here. You made me sound important there. Well, it’s it’s a challenge.

Joshua Kornitsky: A good, solid intro lays that foundation. So this is, uh, this is sort of an intersection of two areas that I’ve always been fascinated by. Um, you can’t be around business as much as I am and not have to at least be aware of the impact of, of having an attorney. Right. And what, what attorneys do for business, never mind your personal life, but marketing has always been a passion of mine. So, so Mattt, how did these two things intersect in your life? Where tell me, tell me how you got here.

Matt Starosciak: Yeah, well, probably the way most people get into their professions, which is by mistake, right? You kind of fall into it. But, um, yeah, it was kind of weird for me. I didn’t ever expect to be a marketer. I was fortunate enough, I guess, in two ways. I had a father who was very pro-education and it had it had lifted him out of poverty. And, and he was very much an advocate of getting as much higher education as he could. So his agreement with with my brothers and I was, as long as you want to go to school, I’ll pay for it. Oh, wow. Yeah. And so very fortunate, very blessed in that respect. And then school came relatively easy to me. Um, if I’m honest. So I wasn’t, uh, you know, I wasn’t a Rhodes scholar, but I had good study habits. And so that took me, uh, you know, kind of through undergraduate and law school with relative ease. Um, and so I had those two things going and I just went to school for a long time. I’m not sure that I ever really knew I wanted to be one thing or the other. And then once I got out practicing law, it was pretty evident to me at that point that, you know, I don’t really love this. I’m not really good at it. And so then I started to get into sales and then naturally kind of gravitated towards marketing. So, uh, kind of a combination of those things, but never thought I was going to end up in the marketing world for sure.

Joshua Kornitsky: It certainly sounds like you’ve kind of followed your passions.

Matt Starosciak: I do have a passion for it and I really do enjoy it, I really do. I really, I like helping other people succeed, and when I was a kid, I kind of liked the spotlight more. I think I wanted to be the person succeeding, but as I’ve gotten older and a little longer in the tooth now, I like helping other people reach their goals. And marketing is the avenue to do that.

Joshua Kornitsky: Yeah, there’s definitely a certain sense of satisfaction that you get from helping other people achieve the things they want to achieve. No question. So so let’s talk about first. Who do you serve? What are the are there certain size firms, certain geo location? Who is an ideal client to work with you if they’re an attorney?

Matt Starosciak: Yeah, mostly small firms, mostly small firms. I need to work with clients that can make decisions quickly and can move quickly, and who tend to trust, uh, a little more easily than larger shops. So I do have some firms that are 15 to 20 attorneys, but kind of my sweet spot is smaller firms, solo practitioners, 2 to 5 attorneys somewhere in there, and then geographically anywhere, anywhere in the United States. And I have I have firms in several different states right now, uh, and have worked with firms all over the place and have even done some international work for organizations and law firms that kind of have that reach as well. So.

Joshua Kornitsky: And are you more or less focused, independent, meaning whether they’re property or personal injury, whatever, it doesn’t Mattter from your.

Matt Starosciak: Yeah, it doesn’t really Mattter to me. Um, I’ve worked with just about every practice area. I think you could work with or within and, and it doesn’t Mattter. I mean, the goals and the motion a lot of times is the same. The strategies and the implementation, the campaigns will vary wildly, but I think that’s part of what I bring to the table is the ability to customize those solutions to the practice area and the firm’s goals. And, and so I don’t limit it based on a certain practice area. Some are certainly harder to market firms than than others for sure. But.

Joshua Kornitsky: Well, so let’s dive in on that. What are, what are some of the biggest challenges you see now that perhaps are New in the universe that you weren’t seeing over the course of your career advising these firms?

Matt Starosciak: Well, I think there’s several. I think competition one, I think competition is greater than it’s ever been. You know, we all see the firms kind of the mega advertisers who spend millions and millions a month in advertising. But then you have kind of the second tier that people don’t think about very often, which are firms that spend an awful lot of money marketing. They don’t quite have the name recognition as the others, but they’re still out there and, and you’re still competing against them if you’re in that practice area and in that geography. And then obviously you have a bunch of small firms with smaller budgets that are trying to compete as well. But when you bring all that together, it’s a lot of competition and much more so than it was, I think even 15 or or ten years ago.

Joshua Kornitsky: That’s interesting.

Matt Starosciak: I would say that’s the number one thing is the competition.

Joshua Kornitsky: And in how do you help your clients differentiate themselves? What. What makes one attorney appeal to someone more than another? And I know that’s a very broad question, but just for some examples.

Matt Starosciak: Well, you have to do that, right? Because if you can’t compete on budget and I don’t suggest that firms do, you know, if somebody’s outspending you 20 to 1, you can’t play their game. Right? So there’s got to be a very good strategy. The firm has to know who they are. The expectations have to Mattch up. You know if a firm has a $10,000 a month budget, their expectations as to what that’s going to do need to be realistic. And you and you really do need to have that extra. What does differentiate us? And I think a lot of that goes into the intake process, the client experience, um, how potential clients or prospective clients are handled. All of that goes into an effective marketing program. Because if you’re, if you’re not going to get those things right and you have to compete on budget or just trying to be smarter, uh, you’re in trouble, I think as a law firm these days.

Joshua Kornitsky: Well, and you just put your finger on something that that rings a bell in my brain, right? That, that intake process. Because regardless of, of the approach, if you have successfully gotten someone to pick up the phone or to send an email or to submit a form, and then they get to the first point of contact and that ball gets dropped, however, that ball gets dropped. You’ve now wasted probably an excellent an exponential amount of money, because now you’ve got to go convince somebody else to do the same thing. So how do you do you work with your clients on that onboarding process to help bring more value and help broaden their understanding of it?

Matt Starosciak: I do, I do, um, much more than I would prefer to if I’m honest, but it is the thing I would change the most at my firm. So if he took my firms and you put them in a bucket and you said, what’s the number one thing you would change? It would be their intake process. And I wouldn’t have been able to say that years ago. And it kind of looks in a way like you’re pushing the blame and the marketing is not working well enough. But what what a lot of these tools have taught us now is how bad some of the intake processes are at law firms. And it’s probably every business, but they don’t do a very good job at that. So it’s the number one thing I would change. I’m very involved in it in my firms. I almost make it a condition now of working with them is to at least evaluate the intake process and then hopefully to improve it along the way. If I told you some of the things that happened at my firms, you would be shocked. Maybe you wouldn’t be shocked, and you’re having your background and your business. Joshua. But it’s shocking nonetheless.

Joshua Kornitsky: I mean, the bottom line is either you gather the relevant inforMattion or you don’t. And it starts with answering the phone, as dumb as that is.

Matt Starosciak: Yeah. And it doesn’t always happen. I have firms right now that don’t answer the phone live. I have firms right now whose folks don’t know what the firm does and what they don’t do. They can’t answer simple questions, common questions. And so, um, I don’t know why that’s such a neglected item in law firms. I’ve pondered it a lot. I’ve spoken on it a lot. I’ve trained a lot on it, and I don’t know that I have a great appreciation for the reason why it’s ignored and so poor. But it is. It really is. And there’s nothing worse than being a marketer and having the stress and accountability of bringing in the business and then having it squandered at the door.

Joshua Kornitsky: Someone’s ringing the bell and nobody’s answering.

Matt Starosciak: Yeah, it’s a and it’s a terrible thing for the firm, like you said, because it’s so expensive. I mean, some of the leads that my firm’s developed, there are $1,000 a lead when you add in the cost to, to maybe do search engine marketing or however you’re going to develop that lead. And then you add in my cost and you add in the other costs associated with it. A lot of them are anywhere from 500 to $1000 a lead, some even more than that. And so when you have that opportunity available to you, you’ve got to do everything you can to, to close it.

Joshua Kornitsky: So this is an oversimplification, but is it just finding the right perspective client? Or is it more than just if I’m a personal injury attorney? Finding everybody that had a car accident last week. Is it more than just the ideal client profile?

Matt Starosciak: Well, I think it varies by firm. I mean, obviously a personal injury attorney. They’re looking for, you know, somebody who’s injured by another person and there’s significant damages, right? I mean, they’re their ideal prospect or prospective client is pretty simple. But then you have other much more sophisticated folks. I have firms that represent healthcare professionals that are having licensing issues and stuff. And, and so that’s a little bit different criteria than what you.

Joshua Kornitsky: So that’s a much harder person to find.

Matt Starosciak: I imagine a harder person to find can be a person who vets the attorney more. You know, the average person doesn’t vet their attorneys like you might think they do. Um, and I think that’s a thing that’s lost on a lot of law firm owners is they think somebody’s doing a bunch of research before they call their firm, and they’re really not. So that client profile for them varies draMattically, but it’s it’s incredibly important to understand who that target is and how you should treat them when they contact your firm.

Joshua Kornitsky: I couldn’t agree more. So broadly speaking, and obviously it depends on what your needs are. But where do most clients find an attorney? If I don’t know somebody, if I don’t have a buddy or a friend who says, no, call this person. You know, I’ve used them before. Where do most people find an attorney?

Matt Starosciak: I think the internet, obviously, you know, it’s where we find everything, right? I think the internet is a is a big deal. It’s funny you say, if I don’t know somebody who knows an attorney, a lot of folks don’t want to go to their friends or their family.

Joshua Kornitsky: It depends on what the issue.

Matt Starosciak: That’s exactly right. Right. And so a lot of legal issues are embarrassing. They’re touchy, you know. And so what we’ll find is that some of the best clients that have referral sources and opportunities end up on the internet, but I think the internet’s a big way. We’ve seen a growth in in kind of more traditional marketing, like billboards and signage. You know, you’ve, I think, been in the Atlanta area for some time. I’ve been here 20 years. And when I was here 20 years ago, there were two law firms doing billboards. And now almost every bill billboard face has a law firm on it. So we’ve kind of seen that drag toward more traditional marketing. I think as the internet has become more and more competitive.

Joshua Kornitsky: I’m not giving away free advertising. I will simply tell you, I live in North Cobb and in North Cobb. There’s a Cartersville attorney who has so many billboards that even when I’m on backroads, I see them and. And I can’t imagine what their spend must be to get that type of penetration, they must own a billboard companies. All I’m saying.

Matt Starosciak: Well, it’s a lot. It’s a lot. And that firm you’re talking about, they’re in several states. So you’ll see their boards in South Carolina and North Carolina and Florida. Yeah. So it’s uh, but yeah, and that’s what I mean. If you’re going to try to compete against that kind of spend and messaging and everything else that that firm gets. Right. I think, um, you better have a really good game plan and a good implementation and a good system of measurement.

Joshua Kornitsky: So this is something I encounter all the time. I can meet a fantastic attorney. I can meet a fantastic Hvac technician or owner. Being great at your job doesn’t mean that you’re great at all your jobs, right? And often, particularly when it comes to iOS, a brilliant attorney is not necessarily a brilliant, a brilliant business person. So what I often encounter is, is that there’s a lot of assumptions that get made about how business gets done. What are some of the assumptions that that people make as, as a firm that they think, oh, everybody does this or everybody doesn’t do that? What are what are the misconceptions that you encounter with the firms you work with or when you meet them, I guess?

Matt Starosciak: Yeah. And I think that we’ve kind of covered two of them. One is that their intake process is better than it is. I think most law firm owners, business owners will think that their people are doing a better job in that area than they actually are.

Joshua Kornitsky: It sounds like they don’t think about it at all, actually.

Matt Starosciak: Well that’s true. That’s true too. And I think, you know, it depends on who they have up front and everything else. But I think that’s a big misconception. Um, I think kind of who their ideal client is sometimes is actually confusing. I mean, they obviously, if you ask them who’s your ideal client, they could tell you, right? But I have law firms who, let’s say, practice in personal injury, and they will tell me that certain cases aren’t worth much. And I’ll have another client I work with who is crushing it on those cases. Yes. Um, and two come to mind Dram shop cases, malicious prosecution. I mean, those are things that negligent security, not so much here in Georgia now, but in other states, you know, those are areas where you’ll have some firms say those cases aren’t any good, and then you’ll have other firms that are absolutely crushing it with it. When I say crushing it, I mean life changing verdicts and settlements in those areas. And it’s not just in personal injury. So I think some misconceptions about the opportunity that’s out there. Um, I think misconceptions about the marketing process in general, I think most firms, their strategy is to make one off decisions when it comes to their marketing.

Joshua Kornitsky: Well, let me stop you right there because isn’t that really the biggest piece of value you bring is strategy? That’s right. Because I can I can be an attorney and decide I’m going to buy some billboards and do some mailers. That’s not a strategy. Those are tactics. And, and if I’m not driving towards a larger goal, am I just isn’t it just sort of a waste of time and money?

Matt Starosciak: Yeah. Thank God there are enough firms out there that realize that they’re not doing it correctly, that I can make a living, you know, and a decent living up to this point. So there’s no question. Um, that is what they need. They need a strategy. They need implementation. They need good conversion. They need measurement, you know, all of those things. And I mean, those are things that you touch on in the iOS business nonstop, because you could never do those things well enough. There’s always an opportunity to improve those, and nobody knows more about that than you do. But I think there’s misconceptions about that. I think there’s misconceptions about how far a budget goes and what you can actually accomplish with it.

Joshua Kornitsky: That’s that’s probably.

Matt Starosciak: You know.

Joshua Kornitsky: That’s probably one of the biggest because unless you’re involved in it day in, day out, knowing how much something costs is, is speculative at best.

Matt Starosciak: It is. And I hear.

Joshua Kornitsky: I don’t know what’s a billboard cost, and I’m not asking that. I’m saying if you ask any three people, you’re going to probably get anything from a couple of hundred to a couple of thousand. But I believe billboards are negotiated by contract length more than anything, right? So using that as an example, you can make a multi-thousand dollar mistake.

Matt Starosciak: Well, there’s no question. And then the real issue is if I put a billboard up, what can I expect to get from it? Or if I put ten up, what do I expect and where should I put those ten and how are the contracts negotiated and how does it. So yeah, I mean, there’s a lot to know. And, uh, you know, lawyers are smart people, right? They don’t like to think they don’t know something, you know, they, they like to believe that they know it. I think I had a client of mine one time and a good friend. He said, you know, the problem with smart people is they think what they know is all there is to know. And I think there’s observation. Yeah. And I I’ve always remembered it. I mean, he probably said those words to me 20 years ago and I think that’s right. And look, I’ve been guilty of that in my career too, where, you know, thinking I understand something because I’m smart enough to understand other things and you just don’t. So, um, I do, I think the smart law firms now are looking at it and saying, hey, look, I need a marketing expert. I need a fractional CMO. You know, I need somebody who can come in here and direct me and it’s going to cost me several thousand dollars a month, but I would certainly waste that much if I tried to do it on my own.

Joshua Kornitsky: Well, and I imagine that when a firm gets to the point where they realize they need help, right? Because it’s, it’s basic Matth that that I’m not bringing in enough to pay my bills. So I need more. Um, when, when they reach that point, understanding the difference between tactical versus strategic, uh, has got to be the game changer, right? Because just random efforts of marketing, are they effective?

Matt Starosciak: No, I never in a vacuum. I’ll give you an example. I have a firm and this goes back again many years. A lot of my examples do unfortunately. Uh, now that I’m getting into the later years of my career. But, you know, they said at one time that they had bought an advertisement that hung over the water fountain at a local gym. So it was a workout facility or CrossFit or something like that. And they had bought a, an advertisement that was available and placed over the water fountain. And they said, you know, their comment to me was, you know, we bought that, um, you know, several years ago we tried that and we didn’t get anything out of it. And my answer was, well, what did you think you were going to get out of it? Sure. Like, did you think you were going to put that sign up over the fountain? And all of a sudden, all these people were going to be calling you for divorces and child custody issues. You know, what was your expectation? And the answer is they didn’t have any expectation, right? They made a one off decision. It was placed in front of them. It looked good. They liked the placement. And so they put the advertising up, but they had no expectation as to what it was going to do or the purpose it was going to serve, or how it was going to fit into their larger marketing strategy. So you’re right when you say, you know, implementation without strategy, that’s a failing proposition.

Joshua Kornitsky: Well, and that brings me to really the question that I wanted to drive towards, which is how, um, how does data, how does data drive the outcomes of what you do with your clients? Because we, we have an old saying, the saying always was what gets measured gets managed. But what I’ve learned over the last ten years as an US implementer is what gets mismeasured gets mismanaged. So if I’m looking at the wrong thing, I can re and I can assure myself that I’m highly successful if I’m measuring the wrong thing.

Matt Starosciak: Yeah, I don’t think there’s any question. I agree with that statement 100% on the management and the missing, uh, you know, for me, I’m probably less scientific about the measurement than other folks in my industry. In other words, other folks in my industry probably dive more into the metrics than I do. Now, that’s not to say I don’t pay attention to the metrics, but I probably have a handful of metrics that I pay attention to and that I think are critical to making good decisions. Whereas I know other folks who do what I do and they’re looking.

Joshua Kornitsky: At you get analysis paralysis. I’m yeah, I’m all about the simplicity. I think 5 to 15 numbers will tell you the health of anything.

Matt Starosciak: That’s right. And I think but but I think the answer to your question is a lot of my stuff is based on experience and feel and understanding of what I’ve seen in the past. You know, like, again, I’m not the smartest guy out there. I’ve proven that many times in my life, but I’ve seen a lot. I’ve had a front row seat to watching law firms make the best decisions and make the worst decisions. And so the advantage I have at this stage in my career is I bring that background. And so for a lot of my clients, it’s that it’s the measurement and the metrics and the stuff as well. But like you said, you know, if you know 15 metrics, you know, a lot. Absolutely. And I think maybe even less than that in the world that I, that I belong to.

Joshua Kornitsky: Well, so there’s, there is an elephant in the room and I have to ask about it because it’s something that that manifests in every organization these days. How has a how has artificial intelligence, machine learning, large language models? How has all of that impacted what you do? And the follow up question is, does it make the smart people who think because they know something, they know everything, have a false sense of security.

Matt Starosciak: Yeah, well, I’ll forget that second half. So come back to it because that’s a great question. But yeah, I mean, I think AI is changing everything. I was one of those folks who six months a year ago was saying, uh, I’m not sure that this is going to do what everybody says. And it sounds like a way to get folks to spend a lot of their money. But I think the reality is it’s impacting law firms in a very, very significant way. And I think in two ways. One is operationally, which I think it’s impacting everybody that way. And I don’t work in that world very much. So I touch on it a little bit with intake and things we’ve talked about. But operationally, how they do their their work on a day to day basis, how they draft their briefs, how they prep for court. It’s going to it’s going to make incredible changes for them. And I think efficiencies for them in that area from a marketing perspective, more in my wheelhouse, I think probably the number one thing AI is going to change is how the search engines work. I mean, Google had a monopoly for many, many years. They were the only player in town really. Um, there were some other folks who kind of nibbled around the edges, but they had a monopoly. Their algorithm was based on some intelligence, but not what we see today.

Matt Starosciak: Right. And so what we’re seeing is a change in one where people are going to run their searches when they’re looking for a law firm and what that inforMattion looks like. And I think that is going to be a massive, massive change. It already is a massive change in how law firms operate and market on the web. And more than that, it’s going to create an opportunity for some firms to get back into that game and really make some progress on their business development. And so that’s very exciting for me, and it should be exciting for the firms as well. I have the luxury to work with some of the best firms. Like, you know, I don’t work with the largest spending firms by any means, by any means, but I work with some really great firms, and for them, it’s going to be a phenomenal opportunity because AI is smart and AI is able to determine who the best firm is now. And so it’s not just how many keywords can you stuff into a page. Sure. It’s who is the best firm at this? And for those firms out there, if you’re one of those firms out there where you really are kind of the leading firm in your market and your practice area, there’s going to be a lot of opportunities with AI for you.

Joshua Kornitsky: That’s that’s great. And then just to swing back around, uh, is, is AI giving some firms a false sense of security about their own effectiveness with regards to their marketing approach.

Matt Starosciak: Yeah, I don’t know so much about that. I mean, it might give me some false sense of in my own business.

Joshua Kornitsky: And I feel like your your experience is sort of the vet, right? Because I can I can find a hundred sources that will tell me that these things may work. But if you have put two of those things in place in this market and know that in Atlanta they don’t. All of the AI guidance in the world is irrelevant because it’s going to start every sentence by saying, gee, Mattt, you’re so smart.

Matt Starosciak: Yeah. That’s right. It talks to you. It compliments you. Right.

Joshua Kornitsky: Boy, you’re looking good today.

Matt Starosciak: Yeah. I know, it’s a pretty amazing how they built that to do that, you know, and then.

Joshua Kornitsky: Only because we want it.

Matt Starosciak: That’s right. And I even I’ve even asked it a couple times like, are you complimenting me? And it’s like, not really, but you’re on the right track, you know? Yeah, it’s, it’s a pretty amazingly smart tool. Um, but, but I think going back to your question, I think there is going to be a little bit of overreliance. There’s going to be a little bit of the pendulum’s going to swing too far for law firms in one way or the other. I mean, it’ll be the greatest thing ever for sales reps who are selling marketing solutions and law firms. It’ll be like selling SEO. It’ll be like selling social media. I mean, those are effective things for law firms, but the number of firms that have wasted money on those over the years is absolutely Incredible. And so AI is going to pose the same danger, I think, for a lot of firms out there.

Joshua Kornitsky: I have found this is a fascinating discussion. Let me ask the most important question, Mattt. How does somebody get a hold of you if they want to do business with you, or at least have a discussion to learn more?

Matt Starosciak: Yeah, I would say you can go to my website. My contact inforMattion is on there. It’s proven law marketing.com. If you go there, you can read about me and kind of the work that I do and some client testimonials. And then obviously my direct number and my email are on the website as well.

Joshua Kornitsky: And we’ll publish that with your permission when we publish the, the blog so that people just can click on it and get right to you for sure.

Matt Starosciak: Yeah. And, but, you know, I’m a, I’m a small operation, so I’m, I’m happy to talk to anybody. There’s not a lot of red tape to get through to me. If you, if you call me and leave a message, uh, because you don’t get me directly, I’ll call you back. Same thing with email.

Joshua Kornitsky: So last question I’ll ask what’s, uh, what’s one piece of advice you would give to any firm that’s hearing this thinking, well, you know, I don’t know. Does this make sense for us? What’s, uh, what’s some guidance you might offer them?

Matt Starosciak: Yeah. I would say figure out what your goals are. You know, figure out what your goals are. And sometimes they’re financial, they’re almost always somewhat financial. But what are your real goals? What do you want your life to look like? What do you want your work life to look like? What do you want your legacy to look like? If that’s a part of it, but define your goals because it’s difficult to make good decisions in anything. And you know this from all your iOS work.

Joshua Kornitsky: You’re tying me up beautifully. If you need help defining your goals, I’m the guy.

Matt Starosciak: Well, that’s right, and I think if you don’t know that and look, I’m not a great goal setter myself, right? So I do. There are certain things I do very well, and there are certain things I don’t do as well. But the reality is if you don’t know where you want to go, it’s really hard to get there. When you’re marketing a law firm and probably in many other areas too. So kind of figure that out. And if you’re not sure what your goals are, what they should be, or how realistic they could be. Then. Then talk to somebody who works in that space. And whether it’s me or Carl Downie or somebody else who’s out there who does good work, you know, talk to those folks and they can help steer you. And then you can decide the next steps to take after that.

Joshua Kornitsky: Great guidance. Thank you. Mattt, I really appreciate you joining me today.

Matt Starosciak: It was wonderful being on the show.

Joshua Kornitsky: My absolutely our pleasure. So my guest today again is Mattt Stairs. He is the owner of Proven Law Marketing. He brings a powerful combination of experience and passion to law firm marketing, to the law firm marketing process. He’s practiced law in both small and large firm environments, and he spent the better part of a decade as a top sales representative for the oldest lawyer marketing company in the world. Most important for you to remember that as the author of the lawyer marketing book, which I presume is available on Amazon and other location, it is. You can connect with Mattt directly, but you can also get the to go version to read when you get home, and Mattt will be happy to help you out with any questions you have. Thank you again, Mattt. It was a genuine pleasure.

Matt Starosciak: Joshua was great. Thanks so much.

Joshua Kornitsky: And also want to remind everybody that today’s episode was brought to you in part by the Community Partner Program, the Business RadioX Main Street Warriors, defending capitalism, promoting small business, and supporting our local community. For more inforMattion, please go to Main Street warriors.org. And a special note of thanks to our title sponsor for the Cherokee chapter of Main Street Warriors Diesel David, Inc.. Please go check them out at diesel. David.com. My guest today was Mattt Staroscik. My name is Joshua Kornitsky. I am a professional iOS implementer and your host on Cherokee Business Radio. Thanks for joining us. We’ll see you next time.

BRX Pro Tip: Making Better Directional Decisions

April 17, 2026 by angishields

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BRX Pro Tip: Making Better Directional Decisions
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BRX Pro Tip: Making Better Directional Decisions

Stone Payton: And we’re back with Business RadioX Pro Tips. Stone Payton, Lee Kantor here with you. Lee, what’s your counsel on making better directional decisions?

Lee Kantor: Yeah, I think this is one of these things that people don’t appreciate enough, but it’s super important. You have to know how to make better directional decisions. The specific decisions, the granular decisions, are important. But if you miss directionally, you’re not even in the neighborhood anymore.

Lee Kantor: So when you need to make a better directional decision, you don’t start with all of the granular options. You start with the destination. You have to be clear on where you’re trying to go and what success actually looks like, and what the trade-offs are you’re willing to accept along the way.

Lee Kantor: Then you got to ask yourself one simple question for each choice. Does this move us closer to the direction we actually want to go to, or is this just busy work? A lot of bad decisions come from reacting too quickly. But better decisions come from slowing down long enough to define that ultimate goal, the actual place you want to go, and check evidence along the way, and choose the path that creates the most long-term progress, not the fastest short-term relief. And I think that’s where the trouble lies. When you start making decisions because it’s going to make something easier today, but if you’re slowly moving off course, that’s not helping you get the outcome you desire.

Lee Kantor: So keep clear on what directionally you want to go and stay focused on making sure you’re going in that direction, rather than kind of leapfrogging from one little thing that’s making you think you’re working faster or more effectively, but you’re slowly going off track more and more, and you’re never going to get to your goal if you do that. So stay directionally focused, make better directional decisions.

BRX Pro Tip: Mentors are Good. Sponsors are Better

April 16, 2026 by angishields

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Stone Payton : Welcome back to Business RadioX Pro Tips. Lee Kantor, Stone Payton here with you. Lee, this is an interesting thought. I want to hear more. Mentors are good; sponsors are better.

Lee Kantor: Yeah. And business, especially if people are working in larger corporations that have a lot of people and a lot of layers, having a mentor is super important. It helps you get onboarded faster. It helps you get good at what you’re doing faster. Everybody knows that people should get mentors. People should be mentors. I think that’s super important.

Lee Kantor: But one of the things that I think is more important than a good mentor or a mentor of any kind is having a sponsor. That is really the next level. That is really where you want to focus some energy. You have to have sponsors in this world.

Lee Kantor: One of the most important things you can have on a team, obviously, is a mentor, but a sponsor is going to be the one that gets you to a new level. They’re the ones who are going to give you an opportunity that can really change the trajectory of your career.

Lee Kantor: A mentor is going to give you advice. They’re going to help you think through decisions. They’re going to share experience. You’re going to grow, all that good stuff. Super important. Not saying it’s not. That’s super important. You should be doing all that. But a sponsor is doing more than guiding you. They’re advocating for you when you’re not in the room. They’re putting your name forward and recommending you for opportunities and using their political capital and their influence to help you move forward faster.

Lee Kantor: So for sure, mentors are valuable, but if you really want momentum in your career, you’ve got to look and find and identify people who are not only going to coach you, but they’re going to champion you. They’re going to put you up for that job or that opportunity. You need more of those people in your life.

BRX Pro Tip: The Power of Streaks

April 15, 2026 by angishields

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