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Corey Harlock with KeyHire Solutions

July 14, 2025 by angishields

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Houston Business Radio
Corey Harlock with KeyHire Solutions
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Corey-HarlockCorey Harlock is the founder of KeyHire Solutions©, a talent strategy and acquisition consulting firm that helps small businesses—typically in the $5–25 million revenue range—scale successfully by hiring the right people at the right time.

With his Strategic Talent Scaling System© and KeyOwner Stages© framework, Corey empowers business owners to move from reactive hiring to intentional, strategic growth by redefining how they approach leadership and team building.

In his conversation with Trisha, Corey shared his unique journey from the hospitality industry to becoming a trusted advisor in the world of small business talent consulting. He explained how most business owners fall into the trap of hiring the wrong leaders or expecting too much too soon from new hires—and how KeyHire helps prevent those costly mistakes.

By deeply understanding each client’s business, constraints, and culture, Corey ensures a 90% first-hire success rate while saving time and frustration. His passion for listening, strategic hiring, and shifting leadership mindsets is what truly sets his work apart.

Connect with Corey on LinkedIn.

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, Corey Harlock, who is the founder and principal of KeyHire Solutions, a specialized talent strategy and acquisition consulting firm dedicated to small businesses. Through his proprietary Strategic Talent Scaling system, Corey helps elevate owners businesses from where they are to where they want to be. And I know you don’t want me to go on Corey, but I’m going to do it just a little bit longer and then I’m going to turn it over to you. So what sets Corey’s approach apart is how quickly and intimately he he learns each client’s needs, talent gaps, and constraints. This comprehensive understanding allows roles to be precisely defined, leading to the recruitment of highly qualified professionals who hit the ground running. Corey, welcome to the show.

Corey Harlock: Thank you. Pleasure to be here. Man, you can make yourself sound really good on paper, hey?

Trisha Stetzel: I know,right?

Trisha Stetzel: Yeah. Every once in a while, it’s nice when somebody uses your bio to introduce you. And that’s only a portion of it. Right. So, Corey, I know people listening and even I would like to learn more about you. So tell us about Corey and then let’s jump into Kiara Solutions.

Corey Harlock: Do you want personal professional. Bit of both.

Trisha Stetzel: Yeah, a little bit of both.

Corey Harlock: Sure. I’m, uh, been married and I’ve been with my wife now, my wife, since 1999. We got married in 2016. We have two kids, a 16 year old and 11 year olds. We’re right in the middle of it. Um, and, you know, we moved down to Houston from Canada. I will be speaking Canadian throughout this entire interview. We moved down here in 2014, so not long enough to get my drawl yet. But my wife’s a French speaker, so hers is really taken a long time. Um, but, uh, so we came down here and, you know, I’m I was an agency. My first life was in hospitality. Then I transitioned into agency recruiting back up in Canada. And when I came down here, I slipped into another agency job. But the whole time, um, I knew I’m an entrepreneur. And so, uh, I wanted to start a business, but I wanted to do something totally unique and different. And because I’m an entrepreneur, I wanted to help entrepreneurs. And it’s easy to look around the landscape and see everyone is happy to help the big guys because they got lots of money. And so I kind of put a challenge to myself to find a solution for small business that was fair and equitable for both sides, right? Your experience has value and I wanted to add value, but I also wanted to be able to earn a living.

Corey Harlock: And I was involved with Vista. I still am, but at that time I was in a different group and so I pitched this idea. I thought I had, and my members of the vistas group who had, you know, so many different disciplines, um, very graciously started kind of pulling me aside and saying, well, you know, our, our the CFO in the group pulled me aside and said, well, how are you going to make money? I said, I don’t know. It’s a great question. So he helped me come up with my my model. Um, we had Neo’s a really great EOS implementer here in the area named Randy Busby. She was like, well, how are you going to deliver it? I said, I don’t know. And she said, well, you know, the EOS model is pretty good. So she helped me work through the delivery of it, and then I leveraged that to go to my chair and say, hey, in your CEO group, if there are any companies that want to demo this for free So I can prove my model. I’d be happy to do it.

Corey Harlock: So I did it. I think I had three people that tried it. They all kind of came back and said, yeah, what you’re delivering is not what we want. And so I changed the model again. And now we have key here as it is today. Right. So it was a bit of a journey, but um, and it’s developing all the time. But where it is right now is, uh, you know, we focus on small business owners 5 to $25 million. And our goal is to we come in right where when you start a business, you hire your neighbor, you hire your neighbor’s cousin, you hire your friend, and everyone pitches in and does everything they think they need to do. And if they do a great job, eventually that business will. The needs and requirements of that business will outgrow the experience and the capacity of the group of people that started it. And that’s where we come in. That’s where we go to the owner and say, okay, let’s look and see. Where are you? Do you have talent gaps? Where do we need to build capacity into your business so we can keep you on this trajectory? So that’s kind of what key hire was built for.

Trisha Stetzel: So I heard you talk about the collaboration and the effort to get you where you are today. And also underpinning that listening to your clients. Hey, talk to me more about how how you got where you are today. Were you always open to collaboration or was that something you had to practice because you were really good at doing it yourself? Tell me more about how that journey from there to here was part of your business journey, or your entrepreneurship.

Corey Harlock: Tricia, that is an amazing question. Thank you. So, um, when I was in hospitality, I went very far, very fast. Uh, just through sheer will and determination. Um, I didn’t know what I didn’t know, and I had a very, very healthy ego, and I thought I knew everything. And as I transitioned through, you know, different phases of life, learning to listen and accept the help is something I have worked very hard on when it came to building Key Hire. I had a group of people that I knew, like and trusted, and even they at times had to say, hey, hey, hey, just settle down here. Just listen to what I’m saying. Um, because it’s you build. You build something, you know, there’s there’s there’s a blog by Seth Godin. Godin, whatever you want to call it. And it’s, it’s entitled who Will say go? And I recommend every entrepreneur go read it. It’s two paragraphs, but it essentially says anyone on the planet can be a proofreader. Anyone on the planet can take your idea and poke holes in it. But it takes real courage to take an idea and put it into the world. Um, and so that’s that’s what I’ve had to learn is, um, to not talk. To listen. Right. Even when you’re asking the question, I thought I knew what the question was halfway through, and I was ready to answer, but I had to go. No, no, no, just beep. And I’m glad I did because it was different than I thought, you know? So, um, it’s it’s a journey. I’m a work in progress. Uh, I can still be a little hard headed. I can still be a little stubborn, but, um, I have people around me who care enough and are brave enough and are honest enough to say, yeah, get over yourself. You need to listen to reason here, so I’m happy for that.

Trisha Stetzel: Yeah, you have to collaborate and you have to listen to your clients sometimes, right, to see what they actually want or need. Read alongside of what we think we’re bringing to the market, right? In order to support them.

Corey Harlock: And the other side of that is in business. If I try to solve a client’s problem before they feel like I’ve heard the problem, they’re not going to listen to me and they’re going to say, you don’t get it right, and I’m going to lose business. So listening to this is not a revelation, right? Listening is a really important skill, and there are very few negatives to it, and tons of benefits to just listening to people and acknowledging them and, and, and, and, and, um, letting them know that they’ve been heard. I don’t think there’s a downside to that that I can think of. Maybe you can, but.

Trisha Stetzel: No, no, I think I, I would absolutely agree with you. And there isn’t there really isn’t a downside, a downside to listening. And now as human beings, we get to choose what we take with us and choose what we leave behind. Right. The good listeners actually take it all into consideration instead of just neglecting the part that doesn’t sound like very much fun or is hard.

Corey Harlock: The selective hearing. Yeah. And I don’t know about you, but I like to let things marinate. Right? I like to, um. People will tell me something and I’ll say, uh, maybe I don’t know. I don’t like it. And then you circle back. Two days, two weeks, two months later. And I’ve said it to my marketing guy. I’ve said it to my ear. I know you told me this, like, four weeks ago, and I didn’t like it. But it’s the right thing to do. Let’s let’s go with that, you know. So it takes me a minute to, to get there.

Trisha Stetzel: Mhm. I love that. Okay. So I’m going to circle back to key hire Solutions and what you’re doing in your business. And what I heard you say was you’re helping. Listen I know right now I’m repeating you back to you. Can you just tell I’ve had some lessons. Um, what I heard you say is that you’re helping businesses that have gotten to a point where they’ve hired their neighbor, they’ve hired the cousin, they’ve hired this, this pile of people that they know and love and trust, and they just can’t get to the next step, right? So my question there is, because a lot of people listening are right there. What’s their first mistake?

Corey Harlock: Okay. So the first mistake is um, not taking the time because often they don’t have it because at that point they’re underwater. They’re working 60 hours a week. They’re taking it home with them. They’re stressed out. Right. In the key hire vernacular, you know, we have these key owner stages, and we call that the overwhelm business over a business owner. And a real simple way to think about it is if you imagine a car and all four tires are off the car. Right. And so they’re looking at this business with all four tires falling off, and they’re thinking, I got a problem. I know it’s a big problem, and I don’t even know where to start to try and fix it. Right. So the first mistake is probably twofold. Number one, someone says to them, hey, my neighbor just got laid off. And they’re, you know, they were a high level manager with this big company. They’d be great for you. So they splash out a bunch of cash in terms of salary to go hire a big ticket leader without putting the right process in place. And nine times out of ten, that is great for about three months. And then everyone realizes we’re paying this person a whole bunch of money and we don’t know what they’re doing.

Corey Harlock: They don’t understand our business. They don’t have the right skill set. They don’t. They’re not able to build in the policy procedure capacity of the business. We hope they would. And it’s no fault of either side. It’s just that the right questions weren’t asked or to save the money. They start hiring people on potential, meaning people without the experience who have that go get them attitude, but they expect the results of a seasoned experience person, and then they and if they do well in the beginning, maybe, you know, their first month or two, they’re really taking things on and getting things done and having an impact. They heap tons and tons more responsibility on them, overwhelm them, and then say, well, I don’t know what happened to them. They were doing such a great job. And what’s changed and what’s changed is we just, um, didn’t manage their expectations or we didn’t align their duties. You know, something I call breaking their neck, right? I’m really good at, uh, cold calling people. And, man, you’re really good at cold calling. You should run our marketing program. Well, that’s not the same doing so. Social media and cold calling are very different skill sets. Right. So breaking their neck means their face this way.

Corey Harlock: Then you make them turn around 180 and go the other way, and they’re flip flopping between the two based on who’s knocking on their door at that moment. And then you start wondering, wow, they used to be really get a cold calling, but it’s really dropped off and they’re not doing a great job with their sales or marketing either. What? Why aren’t they engaged? What’s happened? Maybe I need to replace them. And it’s they’re still doing the best they can. Right. That the caveat here is when I talk about these things, I’m always assuming and I feel like I need to put a disclaimer out there. We’re always assuming everyone is doing the best they can and the best they can for the business, right? I never want to paint a business owner in a bad light and say, you know, they’re they’re making bad decisions. They’re doing exactly what they think they need to do. And their intention, they’re well intentioned. It’s just sometimes you don’t know, and you make a mistake and you do what feels right or you think is right at the time. But down the road it could really kind of turn around and make things a little more difficult.

Trisha Stetzel: Yeah, absolutely. And I’m just thinking as you’re talking through that, getting the right people in the right place, doing the right thing at the right time. And sometimes we skew that as a busy business owner and just keep piling things on. Okay.

Corey Harlock: And to add to that, you know, I just I’m onboarding a client right now and they need a production manager. They they did the exact thing. They hired a referral of a friend. They paid them a ton of money. And they and they just didn’t work out. And so they’ve they’ve released that person. And, you know, they said to me, we really need this position. I said, I get it. And and the owner made this thing like, I’m I’m swimming here. And I said, I get it. You have to tread water a little longer. This isn’t a two week fix, because I don’t want you to hire someone just to hire someone. I would rather you struggle now and let’s get the right person in place to take that off your plate so you can kind of exhale, build trust with them and push those responsibilities aside so you can focus on pushing your business forward versus hiring someone who’s kinda there. And then repeat this cycle again and never get you gained any traction and never have you really be able to exhale. Right. So and she’s like, I know, I know, I get it. I’m like, just you gotta hang in there, right? Like, let’s do this correctly because we want to maximize the probability getting this done right. So you can just kind of okay, I trust this person to do the job I need them to do. Yeah.

Trisha Stetzel: All right. So before we I want to dive further into that like your your process of helping people get through this, this space where they’re just swimming and they need to tread water longer and get the right hire on. But before then, uh, would you let people know how to contact you if they want to have more conversation with you about this particular topic?

Corey Harlock: Linkedin is a great way to do it. Just Corey Harlock. I might be the only Corey Harlock on LinkedIn, I don’t know. Or if you go to our website, um, uh, there’s a button on there that’ll say be our next success story. Um, but that is just kind of click that button. It’ll take you to a page where you can get access to my calendar and book. Book a meeting there. Uh, we always say no sales, no weirdness, just help. Uh, we’re a first company, so don’t think you’re going to get on there. And we’re going to try to sell you a bunch of stuff. I’m happy to spend a half hour with any business owner if we can build a relationship. And you like what I say and what we can do for you, then we can talk about working together. But that’s not the purpose of the call.

Trisha Stetzel: Yeah, I love that all of that information will also be in the show notes as usual. So if you’re sitting in front of the computer listening in or watching, just point and click for those of you listening in the car, don’t point and click. Come back to it later. And Corey Harlock is spelled c o r e y h a r l o c k. And yes, you can definitely find him on LinkedIn. Okay, Corey, let’s circle back to how you help clients hire the right people for the right thing at the right time, doing the right things.

Corey Harlock: So the three biggest mistakes a business owner makes when they when they hire is number one, they don’t clearly define the role. They kind of usually have an immediate need. So they build a job description around that. So once the person comes in and solves that problem, you kind of don’t know what they’re doing anymore. Number two is they don’t have a clearly defined process hiring process, which is very important. Right. Candidate experience is the number one thing that will move the needle in someone taking your job or not. And then number three is they hire for current needs not future needs. One of our expressions at Key Hire is we’re not hiring someone to run your $10 million a year company. We’re hiring someone to run your $30 million a year company currently doing ten right. And when you as if if I can give a business owner one piece of advice. Start saying that when you hire right. Take your current revenue. Take your five year goal and say we’re hiring for this goal. Currently doing this because the person who can get you there can build the process and procedure to help you scale. So back to, you know, Kiara, what we do is we do a ton of diligence with the client. So we’re not an agency recruiting firm. We’re consultants that that do talent acquisition. So our goal is to understand your business almost as well as you.

Corey Harlock: Um, you know, I’m flying up to a company in Oklahoma next Wednesday. Just spend the day with them just to walk that company and understand it. So when I when I go to market and start talking to people, you know, we’re not key hire representing a client. We’re representing them. We’re telling their story in the marketplace. Place, right? But when we do that, we’ll also, uh, the role they have. I think we’re going to need to discuss it. And the, um, the job descriptions or requirements are probably going to change a bit once we do our diligence and sit down and talk with them. So we’ll do that. We call that our action plan. And then the action plan. You know we create a scorecard and we’ll create a company overview and we’ll do comp analysis and we’ll create the hiring process that we’re going to use. And then so that is like clearly defining the role. Right. Exactly what we need. Then we’re going to clearly define the process. Our process is proven to work. We have a 90% success rate with our clients in terms of the people they hire. So we’ll we’ll define the process. And part of our scorecard is capacity. There’s three elements to our scorecard. It’s culture experience capacity. And we we measure everyone all on all of those things. Then we walk our clients through the process.

Corey Harlock: We do the heavy lifting in the background on behalf of them, Our clients spend anywhere from 6 to 12 total man hours per hire because we we try to go out and represent them the best we can. And when we bring them someone, we want them to think, um, yeah, this is great. I have a client who always says, if you ever need a referral, just have them call me because he always says the best thing. I like. What I like about working with you, Corey, is you bring me one person and I know I’m going to hire that person. I know I don’t have to interview a whole bunch of people because you know our company so well. Uh, it doesn’t always work out like that. But our interview to offer ratio is about 1.6 to 1.8. So our clients, on average interview 1.6 to 1.8 candidates per offer given. So really our goal is to give them back as much time as they can. Um, the battle cry of every small business owner don’t have the time, don’t have the money. So we try to solve the money issue by being, you know, a fair and equitable resource for them. And we try to solve their time issue by buy. Trust us, we’re going to do all the hard work in the background. You just have to show up when we need you to.

Trisha Stetzel: All right. I’m going to circle back around to the time thing, because it’s really sitting with me. And I talk to a lot of business owners who they’re swimming, right? Barely. They might have floaties. They need floaties because time is a big deal for all of them. So what would you tell these business owners who are listening and saying, gosh, I really I would really like to take that first step, but I’m scared to death to do it because something in my business is going to break. If I stop paying attention to it, what would you tell them?

Corey Harlock: Yeah, that’s so hiring the right. The mindset is in that situation when we’re talking about an overwhelmed business owner and our key owner stages, it goes from overwhelmed to unsure to curious to growing. So when we’re in the overwhelmed stage, the mindset becomes, if I can just hire that one right person, my life will be better. Things will be better. And it’s not. It’s not a home run. It’s for singles, right? So we need to hire the first right person to just let a little arrow to the tire. Right. Just give you a little more back. Just give you a little something back. So then we can focus on the next one. And then that next one comes in. And now we’re really letting the air out. Because now we have two main concerns of the business locked down with professional people that probably know that part of your business better than you do. Right? And that’s the goal. And so then each one is a continuum, right? So you go from that overwhelmed to unsure, which is you know, that the unsure we call those the wobbly wheels. So you know how the, um, the overwhelmed or the tires are off the car? Well, now imagine a car with all wobbly wheels. You’re going down the road, but it is not a smooth ride. Right? And you’re thinking you’re still unsure. Like, how do I fix this problem? But at least I’m getting some motion out of this.

Corey Harlock: It’s not. It’s not fun. Then the curious business owner, we call that the squeaky wheel. So you can point to the tire. You’re still going down the road. Things are okay, but I can point to the tire and go, I know I have a problem there, but I don’t know what my options are. How can I fix that? Right? Um, so we want to take them through that. And each stage, sometimes they go pretty quickly. But you see the the change in the mindset. Now, um, I like to say we, we help, uh, business owners redefine what good leaders look like. So once you put a good professional leader in a business and it works, that’s where they get curious and they start saying, oh, I had no idea they could do all of these things. Now we use I usually do, and we just kind of don’t talk about it because I don’t want them to feel like, well, no, I just need them to do this right. But then once they see it, they start thinking, well, what if I went out and got some other great leaders like this one? How would that impact my business? And then that’s where it starts getting fun, right? That’s where you start really getting some traction and moving through those stages and into that growing stages where ideally we would love to get them.

Trisha Stetzel: Yeah, absolutely. Okay, so one thing that I noticed is that you are almost a true Texan because you when you said you were going to Oklahoma, you said you were flying up there.

Corey Harlock: Oh, okay.

Trisha Stetzel: I’m just saying we’re getting closer. We’re getting closer to being a Texan. Uh, do you work outside? You said you’re flying Oklahoma. So do you work across the United States? What’s your preferred territory?

Corey Harlock: We like to keep it, you know, within Texas, if we can. But occasionally, you know, I’ve worked. We’ve worked in Alabama. Uh, we’ve worked in, uh, Tennessee. Going to work in Oklahoma now. Um, so, yeah, if we can get there and still be a part of that company and have them feel like, you know, we’re in, we’re in sauce for them and we’re part of their team. Yeah. Um, the process just works better when we can spend time with the owners and be with them and build that relationship.

Trisha Stetzel: Okay, awesome. One more time. Tell people how they can find you. And then I have one more question for you. So tell us how we can find you or connect with you.

Corey Harlock: Yeah. Linkedin Corey Harlock c o r e h a r l o k. And then the website is key. Hire dot solutions. So k e h I e dot solutions. Um and then you’ll find a button there like be our next success story or or schedule a meeting or whatever it is. And uh, like I said, no sales, no weirdness. Just help.

Trisha Stetzel: Just help. Just. Corey. I’ve really enjoyed our conversation today. So my last question or my last, I guess. I guess it’s a question. Um, tell me your favorite client story.

Corey Harlock: My favorite client story. Um. Well, I’ll tell you my. I have a and I’m really fortunate because I usually really just really, like, work my business owners. I mean, that’s why I wanted to work with business owners, because they’re really cool people. Right. They have a passion. They have the courage to start something. So, um, one of my favorite, uh, um, happenings was I have a client. He’s in warehouse distribution. He’s got a really cool business. And when I first started with him, you know, two and a half years ago, the first person I put in there was a director of operations for him. And it’s this guy out in New York. And I always say his love language is arguing. He just loves a good argument. But he does everything with a big smile on his face. And he’s just really good. And he’s just this great personality. And he’s built this, uh, relationship with the owner where they are, you know, no holds barred. They don’t hold anything against each other, but they’re not afraid to to just fight for what they think is right. And so we are now in the process of of bringing in a director of finance for him. And he said to me, Corey, this director of finance has to be good as the director of operations, you got me because he’s the best hire I ever made. And I was like, yeah, I love that. That’s amazing.

Trisha Stetzel: That’s awesome. I got goosebumps. That makes me feel sad. That makes me feel good for the work that you’re doing out there. Corey.

Corey Harlock: It’s it made me feel good for him because he hired a really good leader and he was humble enough to, uh, allow him to do his thing, even though he didn’t always understand it. But, you know, it’s just like eventually got to the point. And he’s like, I trust you. I know you will make the right decisions, so I don’t get it, but just go do what you got to do to make my business better. And, uh. It’s great. Right? Just watching, like, when I go on site with those two and just to hear them bicker, it brings me joy.

Trisha Stetzel: Love, languages, arguing. I know a few people like that, Corey. I’m just saying. Yeah. Thank you so much for being with me today. It’s been a great conversation.

Corey Harlock: I’ve enjoyed it. Thank you so much.

Trisha Stetzel: You’re very welcome. All right everybody. That was Corey Harlock with Ki Hire Solutions. And that’s all the time that we have for today. If you found value in this conversation share it with a fellow entrepreneur, veteran or Houston leader who’s ready to grow. And of course, as always, be sure you follow, rate and review the show. It helps us reach more bold business minds just like yours. Your business, your leadership, and your legacy are built one intentional step at a time. So stay inspired, stay focused, and keep building the business and the life you deserve.

 

Dr. Tangela Harris with Six Figure Chicks

July 14, 2025 by angishields

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Dr. Tangela Harris with Six Figure Chicks
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Tangela-HarrisDr. Tangela Harris is a Gulf War U.S. Army Veteran, transformation coach, international speaker, and author committed to helping others live by design—not by default. As the visionary behind God & I, Do… My Vow, she inspires people to reconnect with their faith, purpose, and personal power through daily intentional living. Her movement encourages self-care and spiritual growth, with each empowering T-shirt accompanied by a daily VOW card—prompting recommitment to God, oneself, and others.

In her conversation with Trisha, Dr. Harris shared the life journey that took her from the battlefield to breakthrough. She discussed how her military service shaped her resilience and deepened her commitment to helping others heal, grow, and rediscover joy. six-figure-chicks-logo

Dr. Harris also spoke about her new initiatives, including retreats, inspirational products, and her chapter in 6 Figure Chicks Volume One. Known as “Your Professional Friend,” she coaches ministry and business leaders to break unhealthy patterns, find balance, and align their lives with purpose. Her message is rooted in faith, authenticity, and transformation.

Connect with Tangela on LinkedIn.

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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 beyond the uniform series. You guys know what that means? I’ve got a special sister vet on with me and a sister from the book, as you guys have been hearing about. So I’m super excited about having Dr. Tangela Harris, founder and CEO and creator of God, and I do. We’re going to talk a lot about that. I also want you to know that she has over a decade of experience as a motivational speaker and life coach, coupled with a bachelor’s degree in entrepreneurship from the University of Houston. Tangela, welcome to the show.

Dr. Tangela Harris: Thank you, thank you, thank you.

Trisha Stetzel: I’m so excited to have you on today. And we have so many things to talk about in so little time. So here’s where I want to start. Okay. Tell us more about who you are. And then I’d like to dive into God and I do.

Dr. Tangela Harris: Okay. Um, I would definitely say I am a woman mother, a sister entrepreneur. Auntie, a grandma. I’m all those things as well as, you know, I’m good at cooking clean. That’s a lie. I’m not good at cooking. That is a lie. I’m not that bad.

Trisha Stetzel: It’s okay. We’ll just take it back.

Dr. Tangela Harris: I’m good at preparing. That’s okay.

Trisha Stetzel: I love.

Dr. Tangela Harris: It. Carry. And you know the fact that, you know, I’m a retired hairstylist, 30 to 35 years. I have seen how I have been involved all these years and all these different things that I’ve done and do and show up to that at the end of the day. I’m just a woman that God created to produce and help others to transform their lives. So that’s pretty much what I’ve been doing. I’ve been helping women pull out what God has instilled in them. I’ve been helping women to heal. I’ve been helping men to heal, too, I think, to lead them out. I’ve helped men to heal. And that’s that’s just who I am. I love to help. I love to show up. I love to support. I love to be your biggest cheerleader. And that’s just this. That has always naturally been me.

Trisha Stetzel: I can see that about you being everyone’s biggest fan, but also learning over the years to take care of yourself. You know, we were talking about that just before we started recording this show, and I appreciate the love that you were giving back to me today very much. Uh, we got to look out for each other, right? Yeah. So you’ve a pretty diverse background. You’ve done a lot of amazing things, but your most recent project is being the founder, CEO, creator of God, and I do. Tell me more about this. I’m going to call it a movement because I hear it coming from. Yes. Let’s talk about it.

Dr. Tangela Harris: Let me tell you, let me tell you. Let me tell you. Okay. It started with me being married three times. So that means that I switched my name three times. And after the last one being a, it ended in domestic violence. So I am an advocate for domestic violence. Um, God showed me that I was running from my name. I didn’t really like who I was. I didn’t like who I, I didn’t know, I didn’t like anything about me. And so what God showed me was I was changing my name, trying to discover this person. And it always came right back to Harris. So after that last, the last marriage, I had to sit back and say, okay, God, what? What am I doing wrong? Like what? What am I doing? He said one. You need to start with a relationship with me. And I’m like, well, God, I’ve been going to church. What do you mean? I’ve been going to church all my life. I mean, I don’t do the the worst things. I’m not perfect, but. And he was like, the relationship with me starts off with allowing me to love you, I chose you. And then in the midst of that, you’ll discover who you really are. You’re the apple of my eye. I love you, I chose you first. I created you in my image. And then whatever you and I have, it spills over into everybody else. But what you’ve been doing is serving everybody else. I think that’s what I want you to do.

Dr. Tangela Harris: And so now you’re drained and you’re tired and you’re depleted because those people are not giving back to you. Now you’re coming to me saying, father, fix this. Fix this now. So in the midst of that transition and him showing me that I was like, wow, I never thought about that. So then the second confirmation was I was listening to somebody speak and they said, most of you are creating a relationship with God based on your natural father. Wait, what? False flag on the play. Wait, what? He said you. If your father, not your father, disappointed you. You look at God as disappointing you. You look at your natural father not showing up. You don’t think God’s going to show up? He was telling the truth. That’s how I was treating God. I was treating God the way that I treated or received affection or attention from a natural father. So there was another journey. So I’m like, God, okay, let’s let’s wipe the slate clean. I’m good at that one. Let’s watch. Just like a teacher. Let’s wipe it clean. Let’s get that soapy water. Get all the residue. Now show me what love is. Show me how to receive love. Show me what that looks like. And that’s where we birth God and I. We do first, then it spills over into everybody else. So now I have a I have this relationship with God. I go to him first. I don’t care what it is, when it is how I go to him first, then he’s showing me how I’m looking at it, how I can look at it, what could be the outcome, what could be the consequences? He shows me all of that and I’m like, okay, okay, okay.

Dr. Tangela Harris: So God and I do. And that’s just my bile. Because I’ve had people to say, well, why are you why are you stopping to do that? Was he the man you had in your life? He’s the head of my life. I go to him first. Before we wrote the book. Six figure checks. I talked to Mel. It was amazing conversation. But when I got off that phone, I said, God, okay, I missed this. Who, me? Mhm. Should I? I went straight to him. So it’s him and I against the world, not the world depleting me. Then I want God to fix it and then I find it myself. Mhm. So God did I do is a movement of let’s put God first. Let’s put things in a proper order. God first. God. What does it mean to be in a relationship? What does it mean to be in a healthy relationship with myself? With others? What does that look like? Let’s start there. Then. Now I need to apply it in my life. I need self-care. I need to put me first. If God rested on the seventh day. Explain to me why I’m going on and on without rest.

Trisha Stetzel: Yes.

Dr. Tangela Harris: Don’t make sense. And then everybody reap the benefits of the love between him and I. And what we doing? Then they get the overflow. So I’ve learned to not put people ahead of God. I go to him first because he’s showing me people I shouldn’t connect with. He showed me with people that have ill feelings towards me. He showed me, hey, you can talk to that person. That’s a good person. I’m dealing with that person. And so the movement is I want people to pause and go back to the first. The Scripture Matthew six and 33 says, seek first the kingdom of God and His righteousness. Then all that other stuff will be added to you. Stop forcing or pushing to get the stuff. Start Thought here.

Trisha Stetzel: Yeah.

Dr. Tangela Harris: It’s more you than the overflow. Yeah.

Trisha Stetzel: Oh, I love that. That’s so amazing. And I. I can feel the overflow from you. So thank you for being there for me today because this feels really special. And I love the way that you’ve reframed, um, your priorities, um, so that you can take care of yourself and you can take care of other people with that overflow. So tell me more about this movement and how you’re bringing it to other people.

Dr. Tangela Harris: Oh I’m excited. Okay. So we’re starting with apparel. We’re starting with t shirts. We’re starting with t shirts. God, and I do. It’s my vow. That’s number one. And we hope that it’ll be a conversation piece, because, you know, we do have people who don’t know nothing about God. They don’t know nothing about themselves. And that’ll be a great introduction. That’s number one. And with every shirt comes a vow card. So I got an I do is saying, okay, God, I choose you daily. That’s the whole God. I choose you daily. You’re first. And so the vow cards, the wild cards that come with the shirt, you can tape it to your mirror so you’ll be able to read I am special, I’m his apple of his eye. I’m God’s masterpiece. I know it helps you set the stage for the day. Because we go through as we know, we go through so much. You know, after burying my father 60 days later, burying my grandmother who raised me, and then a year later, my fiance. That’s a lot. That’s a lot. And all I could do is sit on the on the on the on the sofa. And I didn’t want to think. I didn’t want to breathe. I didn’t want to cry. I just I was just sitting there. And so in this movement, when you look at the cars on your on your, you put it in your car, you’re going to put it on in your cubicle or. But I put all my affirmations on my mirror in the bathroom. So when I’m brushing my teeth, I’m reading. Okay, wait and worship. Okay, okay. So while I’m waiting, I can wait and worship God, I honor you, okay? God, it’s about you. Okay. What I got to do. Okay, I need to do those t shirts. I put everything on on my mirror. So the vow cards are cards that come with the come with the t shirt, and you can just tape it to your mirror so you ain’t got to do the work. I do the work for you.

Trisha Stetzel: And I love that. That’s so beautiful. And and I know as a, as a motivational speaker and as a life coach that this is going to be part of your work, right? As you move through this space. I’m so excited. So, um, tell people how they can best connect with you and find these shirts with the vow cards.

Dr. Tangela Harris: And can keep it simple. You can go to tangela. Com simple. Because everything I do is on there because the the work. Like you said, there’s a whole movement, but then the work comes, you know, there will be Bible studies, there will be, um, you know, times of retreats. He gave me this great retreat. I gotta figure it out. But Sacred Pulse, I was like, oh, God, that’s good. But what I what I know God has brought me to leaders. I’m I’m that person that that that work with leaders. And God wants the leaders to understand. I know I gave you great work, but I need you to pause for me. So just like you’re going on vacation tomorrow, that is God’s sacred pause. So you don’t have to think you could just kind of be how to kind of process what you’re dealing with. Just be in that space because a lot of leaders don’t. Because I was one of them. Always going, going, going every weekend, every weekend. Now I at least get myself two weekends out of the month that it’s just nothing. It’s a time that you can you can think better. That’s the time where you can create. That’s the time when you’re able to be refueled. You know, we don’t have to be drained. We don’t have to. If God if God pours on the seventh day Sabbath, why are we not causing art in the new beginning, the beginning of a new week or a new month or whatever? So we have to learn to pause. So I say, okay, God will show me what you want me to do with this retreat. I like that, I like.

Trisha Stetzel: That sounds amazing, and I’m sure that information will be up on your website as well when it’s available. That sounds. I love that it just came to you. I’ve never led a big retreat, but I’ve been called to be a participant in one, and it can be such a special time, not only for yourself in the connection, the spiritual connection that you have, but also the connection with the other people show up. Right. Yeah. I love that you’re doing that. That is amazing. You do such a beautiful work, Tangela, and I can’t wait to see more of what’s to come with God and I do.

Dr. Tangela Harris: I love it, I love it, I’m excited. I start to get scared for a minute. You know, I start to, I mean, for just a brief because I was on vacation last week. So for a brief moment I was like, oh, because I seen warehouses and, you know, manufacturers. And I was like, okay, God. Okay. All right. So I’m ready. I am ready. But for, for for a short moment I was like, oh Lord, okay, okay.

Trisha Stetzel: It’s okay. It’s what you’ve been called to do. And you’re going to impact so many other people through your actions and your words. Right. Because you have this relationship with him and you’ve been called to do this work. So excited. So can we. You mentioned it, uh, the book 66. I’m so excited about this. So my sister, Doctor Tangela, is one of the, um, coauthors or chapter writers in six. Figure six Houston, volume one, P. S international best selling author. Doctor Tangela. Congratulations. This is so exciting. Do you want to tell us.

Dr. Tangela Harris: You two.

Trisha Stetzel: No it’s not. Yes, yes, yes. Uh, do you want to give us a little sneak peek into the chapter that you’ve written so that we can get folks to buy even more of these?

Dr. Tangela Harris: I love it, I love it. My chapter is about bouncing back. Mm. You remember when we were growing up? It was that big ball on that. That that long rubber band that used to boom, boom.

Trisha Stetzel: Yes, yes.

Dr. Tangela Harris: That’s how we are in life. Mm. You know, we go through different things and guess what? We have the ability to bounce back. And if we keep that image in our head that you know what, it might have hit the wall. But guess what. It bounces right back. And in my chapter, I talk about being resilient. The military taught me about being resilient. I didn’t even know what the word really meant. And then when life started happening. Over here, over here, over here, I was like, oh, but then I stand straight back up. I’m standing up. I’m standing tall, you know, and you can’t tell nothing’s going on. Because really, a lot of people don’t think I have any issues. And I’m like, if you knew the fires that go on in my life. But that’s not who God created me to be. He created me to find the solution or understand the solution on how I can use what I’ve been through to help somebody else. So when I’m bouncing back, I’m not bouncing back for tangent. I’m bouncing back for that woman who needs my story. I’m bouncing back for that little girl who needs to hear my voice. I’m bouncing back from that man that just needed time to just tell me a little something. Tell me a little something. Cease, you know? But it’s that bounce back. And so that I. I love my chapter because it reveals something in me because I didn’t think I, I was that bounce back person. But as I was diving into and I’m researching and I was doing, you know, how you doing that little self-assessment. And I was like, girl, you you are a bad mama jamma girl. You you’ve got it going on. You’ve been through some stuff, but yeah. I, I motivated myself. I was like, girl, you did that.

Trisha Stetzel: Amazing. Well, and sometimes we have to sit down and reflect, right? And reflect on all of the things that we’ve done. Mhm.

Dr. Tangela Harris: Well welcome back.

Trisha Stetzel: Yes, ma’am. Well congratulations on um choosing to be a part of this. So can you tell me just a little bit about the actual engagement with Mel? I know you said oh, she came to you. How did you guys meet? And then I know the follow on to that. Right.

Dr. Tangela Harris: Oh, let me tell you. Oh, male. Well, my, um, president of noble, because I’m part of a Navajo national organization was the national, uh, National Association of Women Business Owners. Yes. And the president, she knew that. She said that she couldn’t do it right then because she had a lot on her plate. So she referred me, and I said, okay, I’ll check it out and see what you know, what it’s about. So when I met with Mel, She was so inviting. She was like. I mean, it was like we we knew each other already, and she just. She just made it very comfortable. And when she explained her her movement because it’s a movement, when she explained her movement, I want to be a part of. And so for me, it was the best thing in me. I’ve written books, I’ve read. I got seven books out there on Amazon, but this book was part of a movement because one I’m with others, everything else I’m doing alone, but I’m with others. And so now I feel like I got sisters. So I’m not the only one that got to be and be in this space. And I ask questions. And so she was just she, she, she showed us the, the steps. You’re welcome to call her and she’ll, you know, she break it down because you know that I feel a little special with that. I didn’t understand trail or Trello wasn’t my plan at first. And so when she said I was handling no problem. And I mean, we just talked and everything. But but most of all, I like the way that she’s creating our community. Mhm. Like we have uh, not just Houston. We got Phoenix. Okay. We got Arizona in the house. So she, she brings us all together. So we have all these sisters that are coming together for one book, but we all have something to contribute in each other’s lives. And that’s that’s why I’m on this show.

Speaker4: You know.

Trisha Stetzel: That’s how we met.

Speaker4: Oh.

Dr. Tangela Harris: No. Is is more is a movement. But of all of it, male creates this amazing community of powerhouses. That’s. That’s what we are. Hey, hey.

Speaker4: Yeah.

Dr. Tangela Harris: Powerhouses. And we’re able to ignite and help each other go beyond. Not that we’re not already there, but go beyond and be that support system as we go through.

Trisha Stetzel: Yeah, absolutely. And and even the, the follow on to all of this, the mentoring with young women and the sharing, as you mentioned, with other cities who are powerhouse women are writing a chapter in a book. It’s just been absolutely amazing. Well, I am so glad that Mel found you and me and that we got to meet each other. We have one other really big thing in common. Mhm. I happen to know that you’re a veteran as well. Right. So I would love as we get to the back end of our conversation today to understand how your time in service, your time in the military helped prepare you for who you are today and the work that you’re doing.

Dr. Tangela Harris: I am a Gulf War Army veteran, so that means I’m in the war. When I went to war. I never would have known. The strength that I carry. I never would have known. Just the. Not just strength, but the fact that I was facing physical danger. And I was able to stand. So going through the death of loved ones, I was able to stand going through three divorces. I was able to stand being a single mother of two. I was able to stand and not just stand. I wasn’t just surviving, literally. I was thriving in the midst of. And the reason why I say I was thriving, because I have people that come back and say, I watched you. I’m like, what? Why were you watching me? You know, that was like. Because I never understood. Where did you get the energy or the capacity to move like you move? And I had to tell him it was the military. So when I had this one person who told me that you need to get rid of that military part of you. And I was like, the military raised me. So basically, you’re telling me to get rid of me. So I had to. I mean, I kind of walked away kind of feeling pretty low because I’m like, that’s who I am. I’m an organized person. I am structured. I make sure that, hey, if you say you’re going to be at three, guess what? I need to see you at 245. You know, I have some things that the military has raised me to be that created me to this point.

Dr. Tangela Harris: And then you tell me that I need to get rid of it. And that didn’t sit well with me. But what I noticed was you’re going to have people that’s not going to celebrate you. And you gotta be okay. You gotta be able to stand in the midst of adversity. I was standing while they stood here trying to shoot at us. Okay? We we. My unit was responsible for the POW camp. So those people didn’t want to fight because the situation they were in, they didn’t want to fight. They had to fight because their family was captive. And, you know, so when you understand and you see all this going on, you start appreciating things. And so I started appreciating life. I started appreciating the freedom. I freedom, I start appreciating and then I say, well, you know what? Guess what? When I have these kids, I’m instill the same thing in them. So through my girls mentor, I have, you know, many layers through my girls mentoring program. Same thing building them, building the capacity to handle life challenges through my life coaching, through the the speaking engagements is all about building the capacity of how people move in the earth. That’s it. It’s about the capacity because some people are narrow tunnel vision. Tunnel vision. I’m like, but there’s still stuff on each side. So you have to learn to pull yourself out of it so you can see the big picture, and then you’ll know how to maneuver and how to move.

Speaker4: Yeah.

Trisha Stetzel: All of these experiences have made you who you are. They’ve made us who we are.

Dr. Tangela Harris: Yes.

Trisha Stetzel: And then you found a way to prioritize the things that come to you that are the most important. Angela, thank you so much. This has been so much fun celebrating you, doctor Angela Harris, by the way, you guys can find her at Angela Harris. Com t a g e l a h a r r I s.com. You can find all of the amazing work that she’s doing out there. Thank you for bringing us this movement of God, and I do thank you for bringing us your chapter in six figure chicks, Houston volume one, and thank you for your service. What would you like to leave the audience with today to Angela?

Dr. Tangela Harris: Um, I would like to leave everybody with choose to live by design, not by default. Default is those things that have happened. Yes it happened. Yes, it was traumatic. It left a little wound inside. But you can choose to live by design and by design. Meaning seek God and understanding why he created you. And who? The reason why you even hear. And then it’s always to serve somebody else. So if you’re feeling bad, you’re feeling low, you’re going through depression. You, you know, need healing from grief and everything. Put that energy in helping somebody else, and then that’ll start helping you to grow and grow and grow beyond this box. So live by design, not by default.

Trisha Stetzel: Oh, I love that. Thank you so much for being with me today. It’s been such a pleasure having you on the show.

Dr. Tangela Harris: It was a pleasure being here.

Speaker4: Thank you.

Trisha Stetzel: You’re very welcome. Doctor Tangela Harris, my guest today. Thank you. And that’s all the time we have. If you found value in this conversation, share it with a fellow entrepreneur, a veteran or Houston leader ready to grow. Be sure to follow, rate, and review the show. It helps us reach more bold business minds just like yours. Your business, your leadership, and your legacy are all 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: 5 Common BRX Studio Partner Revenue Streams

July 14, 2025 by angishields

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BRX Pro Tip: 5 Common BRX Studio Partner Revenue Streams

Stone Payton: Welcome back to Business RadioX Pro Tips. Stone Payton and Lee Kantor here with you. Lee, of course, there are so many potential revenue streams as a Business RadioX studio partner, but what are some of the most popular in your experience?

Lee Kantor: Well, the most obvious one is sponsorships. Obviously, that’s where most of our studio partners get their most revenue, through sponsorships, to help their clients get the outcome they desire, which is usually business development in some form or fashion to help them get more clients and use our platform to help them do that. That’s by far the number one revenue stream that most of our studio partners take advantage of.

Lee Kantor: And there are literally, like you said, dozens of other potential revenue streams. Four more of the most popular ones are number one, remote broadcasts at local events, conferences, or trade shows. We get paid a lot of money multiple times a year to show up at different types of events and broadcast live or just broadcast from these events and give them – make the event a little bit more special by having kind of a live broadcast there and by having a lot of the important folks that this event is around be interviewed by us. So that’s another revenue stream that we can tap into throughout the year.

Lee Kantor: Number two is studio naming rights. We have several – several of our studio sponsors have a – their studio has a branded company name attached to it. And that’s an area that is just really easy if you can pull it off to facilitate. And then that company gets to come along for the ride every time that studio is mentioned.

Lee Kantor: Number three is these community partner membership programs. A lot of studios do this in a variety of ways with different names and stuff, but ultimately they are community partner membership programs that allow people who may not be able to afford a full-fledged sponsorship still have access to the studio, still have access to some of the benefits of being a sponsor in a more limited way, and also to give their brand a lot more kind of exposure just in the studio, in and around the studio, and they’re getting access to some of the benefits. So that’s a great way to generate additional revenue in the studio.

Lee Kantor: And lastly, we have something that a lot of studio partners take advantage of is a content concierge service because we create so much content for our clients, and in the studio, we can be creating video content, audio content obviously, but also we can take those the words of the interview and then repurpose them in multiple social media places. So, the content concierge service is something that a lot of studio partners take advantage of as well.

Lee Kantor: Those are kind of the top five most common revenue streams at Business RadioX studio, but there are literally dozens more ways to make money from being a studio partner. But these are the most common.

BRX Pro Tip: 3 Things to do to Better Understand Your Customers

July 11, 2025 by angishields

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BRX Pro Tip: 3 Things to do to Better Understand Your Customers

Stone Payton: Welcome back to Business RadioX Pro Tips. Lee Kantor and Stone Payton here with you. Lee, what can we do to help us better understand our customers?

Lee Kantor: Here’s three things you can do to better understand your customers, but I think it’s important to realize that the reason why it’s important to better understand your customers is because that’s going to help you with your customer retention. And customer retention is critical for a healthy, growing business. You can’t afford to be burning and churning through customers. Especially our customers who are primarily in professional services, they need customers that stick around and that they have to figure out ways to make sure they are sticking around.

Lee Kantor: So, here’s three things you can do that’s going to improve your customer retention, but it really is focusing on knowing and understanding your customers better.

Lee Kantor: Number one, you got to ask. You got to get some feedback. You got to regularly collect feedback through surveys, reviews, interviews. You have to really get to know them and understand their needs, wants, and pain points. And those things change, so you can’t just think you’ve done this one time, you know, three years ago and then you’re good. Things have changed. Just think about your own life, things have changed dramatically over the last few years. So, you better be regularly collecting feedback from your customers to truly understand what their needs are today, not what they were, you know, three years ago when you met them.

Lee Kantor: The second thing you should be doing is to personalize their experience. Is there anything you can be doing to make your customers feel more valued and appreciated by tailoring your products and services and communications to their individual preferences? That’s the level of customer service people are expecting today. Everything is very customized and that’s their expectation, so you better figure out ways that you have these kind of customized solutions. It can’t be a one size fits all anymore. That’s very difficult in today’s world.

Lee Kantor: And lastly and so importantly, is, figure out ways to build community. You got to get beyond these transactional interactions and invest in building genuine relationships with your customers. And you got to figure out ways to help your customers grow. And a lot of that can happen if you can help your customers interact with your other customers. If there’s ways for them to work together, to learn together, a way for them to serve each other, those are all great things that you can be adding that can separate yourself from your competition to help differentiate your service from everybody else.

Lee Kantor: If they see that you are trying to build community and they’re part of it, they’re going to really resonate with that and they’re going to really want to help in ways that they can. So, if you can build community, that is a great way to help you with your customer retention and a great way to understand your clients better.

Curious Leaders: How to Foster a Culture of Innovation and Change

July 10, 2025 by angishields

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In this episode of High Velocity Radio, Joshua Kornitsky interviews consultant and author Jon Bassford. Jon shares his journey from law school to association management and startup consulting, focusing on his Growth Navigation System—a holistic, data-driven audit process that helps small and mid-sized organizations identify operational gaps and scale effectively. He discusses his book, “The Curious Leader,” which explores the role of curiosity in leadership and organizational culture, and offers practical advice on change management, overcoming founder bottlenecks, and fostering innovation within teams.

Jon-BassfordJon Bassford is an operations professional and entrepreneur driven by his Curiosity! Curiosity is his super power and it has driven his personal and professional advancement.

After law school, Jon put this curiosity to work launching, managing, and improving operations for venture backed startups to global nonprofits with impact! For Jon, there is nothing that curiosity can’t help.

Today, Jon is known for his curiosity-driven leadership, helping organizations and individuals innovate, change, and grow through by adopting Curiosity as their superpower.

Links:
IG (recently changed):  https://www.instagram.com/jonbassfordofficial/
LinkedIn:  https://www.linkedin.com/in/jonbassford/
Youtube:  https://www.youtube.com/@JonBassford
TEDx:  https://www.youtube.com/watch?v=fc9laPJMN3k&t=38s
Book: https://a.co/d/98n3lLZ

FREE Leadership Clarity Diagnosis:  https://think-lateral.com/leadership-clarity/

Episode Highlights

  • Background and career journey of the guest, including law school and association management.
  • Consulting focus on helping small to mid-sized companies improve and scale operations.
  • Introduction of the Growth Navigation System, a comprehensive audit process for operational improvement.
  • Importance of a holistic, data-driven approach to identifying operational gaps.
  • Discussion of common issues faced by businesses, such as leadership challenges and operational inefficiencies.
  • Overview of the guest’s book, “The Curious Leader,” and its themes on curiosity in leadership and organizational culture.
  • The role of curiosity in fostering innovation and breaking free from comfort zones.
  • The significance of change management and the need for expert consultation in small businesses.
  • Strategies for creating a curious culture within organizations to enhance engagement and problem-solving.
  • Signs that a business may need to reassess its internal operations, such as burnout and high staff turnover.

About Your Host

BRX-HS-JKJoshua Kornitsky is a fourth-generation entrepreneur with deep roots in technology and a track record of solving real business problems. Now, as a Professional EOS Implementer, he helps leadership teams align, create clarity, and build accountability.

He grew up in the world of small business, cut his teeth in technology and leadership, and built a path around solving complex problems with simple, effective tools. Joshua brings a practical approach to leadership, growth, and getting things done.

As a host on Cherokee Business Radio, Joshua brings his curiosity and coaching mindset to the mic, drawing out the stories, struggles, and strategies of local business leaders. It’s not just about interviews—it’s about helping the business community learn from each other, grow stronger together, and keep moving forward.

Connect with Joshua on LinkedIn.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

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

Joshua Kornitsky: Welcome back. My name is Joshua Kornitsky, professional iOS implementer and host for this episode of High Velocity Business Radio. My guest today is Jon Bassford, consultant, author, and speaker. Well, I’m so happy to have you here. Can you tell us a little bit about your background and the work that you’re doing? Sure.

Jon Bassford: So how far how far do we go back to my background.

Joshua Kornitsky: As far as is relevant?

Jon Bassford: Okay. So I went to law school. I was one of those kids who, uh, had an inquisitive, argumentative mind and always heard the words, you’re going to be a great lawyer one day. Um, so I did end up going on to law school, but, uh, not pursuing your traditional legal career, uh, from law school. Uh, I didn’t know what I wanted to do and fell into working for a legal organization. I was a member of in law school, and I started a career in association management. Uh, but my second role, uh, in the association’s management world, was a tech trade association that was a startup that worked with startups. So I had this double immersion into the startup world. And so even though my my W-2 career was mainly in the association space, that also spurred a working in the startup and small business space once I moved on to being a consultant.

Joshua Kornitsky: Okay. Yeah. So that’s a little bit about your background. Tell us, really, who is it that you spend your time helping, and what is the type of thing that you do to help a business make a difference?

Jon Bassford: Yeah. So when I first started this business about seven years ago, I what I kind of focused on and kind of carved out this niche accidentally was helping startups again, both for profit nonprofit launch operations and then stay on as a fractional CEO and my focus has really always been. Creating streamlined, efficient and effective operations that are able to scale and build up a great consulting business. But a little time went on. I like, you know, I’m tapped out like I can’t take any more clients. Uh, I’m back to doing both junior and senior level work, which I did not want to be doing. So I just really started thinking about, okay, what is the secret sauce I bring to my clients, you know, what is that? That skills that I bring and my skill set is really about creating that efficient and effective operations. But I also don’t do it just from a management and loss standpoint, but an analysis standpoint. And so I started retooling our services to focus more on an audit process that comes into an organization. And instead of growing from, you know, aspirational strategic planning process, what we do is come into the business, analyze it, find the gaps and holes that are existing right now and help you grow from filling those gaps. And so we work with, you know, small to mid-sized companies and organizations. We do work with both for profit and non profit. You know that 5 to $50 million range is probably a sweet spot. But more than anything the exact size and industry. It’s more about the CEO, the owner having a growth mentality that they want to go to the next level. They want to fill those gaps and holes that are existing so they can do that.

Joshua Kornitsky: Sure. So okay, that that’s actually pretty ambitious from the sound of it. When you get to working with someone who who has sought you out to get a better handle on the way things are going, and obviously to sort of break the bottleneck of of what’s happened. What are some of the common things you uncover?

Jon Bassford: Sure. So I would say there’s probably three. Um, let me let me sit back. Maybe not just uncover, but there’s three types of, of of of of leaders that come to us. One is someone says, look, I don’t know what’s going on in my business, but I know something’s not working. You know, you got to help me find it. Sure. The other one’s saying, look, we know what’s wrong in our business, but we don’t know how to fix it. And the third one being our business is doing okay. We are growing, but we want to make sure that we have the right foundation set so that we’re we’re building on a foundation, not on quicksand. As we continue to grow in scale. And also we want to be able to grow faster and quicker. So so making sure that foundation is there. So that’s one site said, you know, so many times when I’m working with founders and CEOs. Part of it is working with them, working on them. I’m sure, you know, teaching them to let go, teaching them to be more curious and creative and innovative in how they’re operating. Um, and then the the other part of we often find is, you know, sometimes we’re focusing on some kind of marketing or sales aspect, but a lot of times it’s the internal process and procedures that are all messed up, not using the right technology, not having the right people in the right roles. All of these kind of organizational development aspects really go a long way in fixing those and helping the organization move forward.

Joshua Kornitsky: So as you’re uncovering these things, is it just you throw them a report and tell them, best of luck. What happens next?

Jon Bassford: Sure, sure. So our full blown audit process we call the growth navigation system. It involves four audits. You know, we’re looking at, um, the decision making framework of the leadership, the culture and adaptability, the operational strength across 47 different areas, as well as the entire operation efficiency and compliance side of things. So we’re we’re we’re doing we look at a lot in a small amount of time because it’s all done through these, you know, psychometric driven, you know, uh, analysis programs. Right. Um, from there, yes, we can we can hand off these sophisticated reports, uh, in a summary of them, off to the client and help them, you know, let them go run with it. But we tend to do is is go further. Um, after we do this analysis. Get the reports, then we turn it into a 12 month roadmap. So we’re actually pinpointing based upon priorities, what they need to be fixed. Fixing when, where and why as well as staying with them as consultants so we can work with the company three, six, 12 months, whatever they need, uh, to help, you know, execute and in turn, that that growth plan into an actual action plan by helping with them, helping with change management, helping with the logistics of operational change, that sort of thing.

Joshua Kornitsky: So that’s pretty ambitious to get involved in. Um, out of curiosity, how did you really evolve from being a consultant into this audit mindset? Because it sounds like it’s a very holistic approach.

Jon Bassford: Yeah. So, so I mean, and and that’s that’s really the key thing about what we do, right? It is holistic. Most consultants and service companies out there that provide some kind of audit, they already know how they’re going to help you before you ever take the audit. If it’s a software company, give you an audit. They want to sell you custom software. If you’re going to do an audit, they want to sell you recruiting services, right. They know exactly what they’re going to sell you. When we take a 360 agnostic approach where we’re going to find the gaps in holes, not create them for you. So really, again, for me, it was all going back to, um, you know, the secret sauce that I bring and how can I package these audits together? You know, given my my nearly 20 years of operational experience at this point, you know, where are those gaps and holes and just bringing all that together? Uh, and one thing that sparked for me was I was working with a consultant early on in my consulting business to help me grow my business, and he introduced me to, uh, some audits and assessments that helped me really understand me and where I was in my business. I’m like, that’s where I need to tap into. I need to tap into this, this data driven knowledge through assessments that that allow us to to gather Intel as quickly and efficiently as possible, but also as robust as possible, so that we can have that Intel going into the business, as opposed to me working inside a business for six, 12, 18 months. Gathering this information a little by little.

Joshua Kornitsky: Sure. Well, and it sounds like your knowledge sort of grew organically as you matured in, in your own professional life. So as, as that comes to pass your understanding more and more sort of seeing into the matrix, right?

Jon Bassford: Yeah. I mean, like going from being a philosophy major in undergrad to law school, you know, being someone who worked in associations and launching operations for startups and all of this. It certainly was not on my radar, but what I kind of learned early on in my career. And luckily, because I had some bosses who allowed me to do this, my my curious nature, which again goes to my book, um, the curious leader, my curious nature lends itself to challenge the status quo and trying to figure out the best ways to get the job done, you know? Not just the way things have always been done, but truly analyzing the process, procedures and what we’re doing to drive results as quickly and efficiently as possible. Um, that’s that’s where I learned I had a knack. And then the other aspect of me that I learned is I’m kind of a jack of all trades. Master of none. Okay. Again, like like again. Flosser degree, law degree, MBA certified association executive. I went up to calc two in college for fun. Had enough credits in English to be in the honorary English fraternity. Wow. I’ve never, never been the best at anything. Right? But. But like, I’ve been good about with everything. And so that holistic way of of of of diverse knowledge has allowed me to really be a strategic leader that can help with marketing, that can help with the county, that can help with legal help with all of these different aspects of a business and really see it from a 360 view.

Joshua Kornitsky: And so you mentioned something in passing, like it was no big thing. Tell me, Jon, about your book.

Jon Bassford: Sure. So the Curious Leader came out. Um, late February 2025. Uh, but it’s, uh, you know, except for the fact of I actually heard from two different people in two different situations that my superpower was curiosity. And when I first heard this, I didn’t do a whole lot with it. I’m like, I did some cool things in my career at this point, you know, degrees, all those things. And curiosity didn’t really strike me. But it wasn’t until the second time someone told me in a completely different context, I really leaned into it. I started thinking about curiosity and how it really formed me as a child, formed me, you know, throughout college and taking on new experiences. Then in my career again, having that ability to challenge the status quo and find new ways of operating for the organization I worked for. So I really leaned into that and I could just see it all just kind of came together. Uh, how curiosity is, is the antidote to our human nature, which is existing in comfort and habits and fear. Sure. And which are all things that we need for survival and to go on our daily lives. But when it comes to innovation, growth and change, they’re the enemy. And curiosity is the way to break free from that. As we shift from a fixed mindset to a growth mindset. Adopt operational excellence, which is that that notion of the organization’s ability to achieve its intended results as efficiently and effectively as possible. Then also building a curious culture, which is about creating an environment where people are allowed to speak up, speak out, give ideas, point out problems without fear of saying stay in your lane or that’s not your job or that’s above your pay grade. That’s really what the curious leader is all about.

Joshua Kornitsky: And from that, I assume that that your teaching how to bring that down throughout the organization, starting with leadership.

Jon Bassford: Yeah, 100%. Yeah. So so I would say our my core services are obviously the, the audit and consulting that we’ve been talking about, which is is really diving into that operational excellence piece. Right. Like how what are we doing? How are we doing where the missing piece is. But then again, on the kind of mindset piece, one thing we do is do curious leader workshops with executive teams, management teams so that they can understand the nuances. And we you know, we do your typical like little exercises of building things that sort of stuff to to to bring about the points. But it really is a great way interactively for leaders to understand what being curious leader is and really ignite that amongst their team. And also we we do, we do. I do keynote talks, you know, whether it’s conferences, uh, you know, staff retreats, you know, whatever it is to really drive home curious leadership as well as operational excellence.

Joshua Kornitsky: I didn’t mean to to interrupt. I got excited because. Didn’t you also do a Ted talk?

Jon Bassford: I did, I did, uh, that that actually shot. It was crazy. So the the month of February for me was nuts. So I released the book.

Joshua Kornitsky: Right?

Jon Bassford: Got the Ted. It didn’t come out until late April. Uh, but it was. It was on. You know, Ted has kind of moved a little bit away from wanting to be business focused. So what I did was talk about the notion of the DIY dilemma, this notion that in life and in work, we fall on the sword, suffer through these alone because we feel like that’s what we have to do, even though it’s less productive, and that curiosity is actually the way to break free from that. And so the business idea is, you know, ah, that founder, that CEO and founder who insists on doing the books themselves and always gets it wrong. Right.

Joshua Kornitsky: Well, if I had a dollar.

Jon Bassford: Yeah. Yeah. Or keeps wondering why we get the same results, but believe every idea has to come through and from them. And so, you know, curiosity is a way to break free from that. Bringing in your team, accepting other ideas, being curious about what is out there and how we can grow and improve our business.

Joshua Kornitsky: That is some powerful stuff I want to make sure, because we’ll share all of your social links and how to get in touch with you, but please make sure you send us the Ted link so we can have that available for people to watch. And it sounds like it. It crosses from business sort of into life.

Jon Bassford: Yeah. Yeah. I mean, the journey with life stuff is crazy for me because, you know, I a couple years back, I was looking to grow my consulting business and I started working with executive coach, and I thought we were going to, you know, be putting together business plans and and marketing budgets and all this type of stuff. And what we ended up working on was me. Um, it actually kind of spurred, you know, a lot of a journey through kind of the mindfulness and self-belief and, and all that type of stuff that, that really more than any kind of business strategy is absolutely important, because if you don’t believe in yourself, you don’t have the way to to let go, let the stress go, let failure go. All of these type of things, you’re never going to move forward.

Joshua Kornitsky: And I think that’s fantastic guidance. I do want to come back to something because I feel like, uh, people probably want to know what are some of the signs that that a business or organization, um, that’s a red light or a flag for them, that they may need to reassess their internal operations or their framework?

Jon Bassford: Yeah. So obviously burn out for one is an idea, like if you are a founder, CEO, executive or whatever it is and you just feel burned out, like you love the organization, you love what it does, but you feel burned out. That’s a good sign that you’re touched in too many things. It’s not strategic. It’s it’s not efficient. And you’re just getting burned out because you’re doing all the wrong things. And, you know, I’m working with a startup right now that’s in the food science industry with AI, and the CEO has to touch everything. I mean, every email, every little thing works 20 hours a day, Like the man’s going to burn out eventually, right? And so, like, those are some of it. If you find yourself having staff leave all the time, you can’t retain employees. That’s a culture problem, right? Again. And then also that can be a leadership problem. But also times it is the operation of the organization and whether or not it’s running the best way it can, whether or not you’re respecting your employees, all of these things come into play. And obviously the big thing is you’re static, right? You no matter what you do, no matter how much money you throw out, marketing, advertising, whatever it is, you just can’t seem to grow.

Joshua Kornitsky: I imagine hitting a ceiling like that is something that probably happens both because you said both for profit and non profit. They’ve got to encounter that and they bang their head against it trying to figure out what the next step is. So you’ve mentioned the the audit process and you went in depth into the audit process. Is that something that if someone wants to engage you on that front. Uh, you know, is there a retainer? Do they have to sign papers on the front end? How does that work?

Jon Bassford: Sure. So we’re actually experimenting with something right now that actually kind of really is going to open the door for people. So beforehand, you know, we were charging for this audit up front. You know, we give example reports that sort of stuff. But you know, we can’t tell a business organization how we’re going to help them to do the audit. Right? Which is a big thing for people. Like, I want to know exactly what you’re going to tell me is wrong and how to fix it. Like, well, I can’t I don’t know what’s wrong yet. We’re going to discover what’s wrong, I promise. We’re going to help you. Um, so what we’re doing now is we are actually offering my comprehensive growth navigation audit program, all four audits for free. Now, obviously, we can’t give all the secrets away. Sure do. Is go through this audit process with you. It’s a commitment for both ends. And then we’re going to deliver you a summary of the five biggest bottlenecks that are hindering your growth, as well as a summary of what that’s costing your organization if it goes unfixed. And so that’s where we start. And so that’s what we call phase one. From there we will incrementally increase what we do with your company and organization little by little. So you’re not, you know, putting, you know, 15, $23,000 into some program that you don’t know what the outcome is going to be. You can do this step by step with us, and we’re going to walk you through the process to where it starts with the free one and then with the summary. Then it goes to the full reports with the summary. Then it goes to the growth navigation plan with a workshop with me, where we go through the results as well as the growth plan. Then the fourth phase being that that that consultation consultative moments one on one uh monthly uh for ongoing for however long the client needs us.

Joshua Kornitsky: That’s a really powerful offering. And if I with respect to your clients and prospective clients, I would make the assumption that if you just handed them a report from the audit, being told that ABC is your problem is not the same thing as having a guide to take you through how to understand it and resolve it. So that’s quite a bit of information you’re sharing and willing to help first.

Jon Bassford: Yeah. Yeah, 100%. I mean, the whole thing is again showing them that what we’re what we can bring to the table. You know what what what we’re analyzing, what the results are likely going to be, how we can how we can show them an ROI on on the money they’re going to spend with us. Like that’s the key there. And a lot of organizations, especially smaller ones, right. That they don’t have that change management experience, CEO on their staff because they don’t need it. 9 to 5 job in that role. And so that’s why we like to stay with them so we can help be that person and quarterback the changes be that that those experts who have spent, you know, 15, 20, 30 years in operations, we’ve been there. We’ve done that. And though we’re not there to do the tactical work. We can quarterback that person in your organization who does have the time to, to, to to put towards that. And we’re going to make sure everything’s being done right.

Joshua Kornitsky: Well. And you put your finger on something that that I think is just baked into your offering, that that wasn’t so much, um, you didn’t put it directly out there, but it was sort of between the lines, which is the fact that having someone in a role for change management is not something you typically see in a company under $50 million or even $100 million, because change management requires really a higher level of thinking. And you’ve got to have an awareness of your own systems and processes to recognize you need it.

Jon Bassford: Yeah, 100%. Yeah. We always hear that, you know, the old adage of, you know, the the person who gets you to a ten meter company is not the same. One’s going to get you a 50 once it gets you a 50 to 100 million. I kind of look at the same way when it comes to change management. You know, a lot of people, they go to hire a new CFO or new, even new CFO. With all of these changes in their mind about what needs to take place. And I’m always cautious when people want to do that, for one. The person who leads you through change is probably not the same personality you want doing maintenance. Right. So like, are you hiring the right person? And then and then two is like, if you want to hire that long term person, going through change is hard and you’re going to burn some bridges. Like if you’re going through real change, real culture change and people aren’t quitting and you’re not firing some people, you’re not changing enough. True change is going to disrupt things. And I don’t mean that to sound like you’re, well, let people go, but change. Not everyone is able to change. Everyone’s not able to accept new directions. And that’s okay. It’s let’s let’s be let’s be honest about that. Let’s part ways as friends. And so you really have to look for if you’re looking for growth, you’re looking for change. What kind of person do you need in what positions? And I would say really hire someone or bring someone in as a consultant basis who can drive the change. Be the bad guy in some sense and then hire that long term person once that change has occurred.

Joshua Kornitsky: Sure. That makes fantastic sense. And it brings a lot of clarity because I think the other piece between the lines that you’re touching on is people don’t know what they don’t know. And and in that sense, you can be a very successful business that with great practices and with great policies. But if you want to get from from point A to point X, right, there’s there’s skills that aren’t present, as you said. And to elevate those you need to bring in expert consultation.

Jon Bassford: Yeah. Yeah. And something I often talk about too is, you know, the whole DIY dilemma and founders and CEO syndromes is the notion of doing anything yourself? Sure. Will you actually do everything yourself? You are building a team. If you ask anyone in the world, like what kind of team do you want to build? Like, I want to build a team. That’s what I want, right? But when you do things yourself, when you have to oversee everything, when you’re the brains behind every aspect of your business, you are building a team because there are some things that you may be in at. But there’s other things you’re going to be in that. Right. And and again, I’m not saying for a small business, small nonprofit that you go out and hire full time in people in expertise areas, but you find consultants, you find fractional people that you can bring in, you know, fill the void you need in that moment to help you get the understanding that you need and not create this environment where you’re constantly the bottleneck. Because what I call it paralysis by indecision. I don’t like paralysis by analysis because analysis is the symptom of indecision. We keep analyzing because we’re afraid to make a decision.

Joshua Kornitsky: That that’s a really strong point. I like that the, the the way that I often convey it when I encounter this in my universes. I simply explain, if you get a splinter, do you go off to medical school? Or do you find someone that knows how to use tweezers? Right? 100%. And that mindset will just run a business into the ground because, as you said, they may be exceptional at five things, but your average business is going to need a few more than five.

Jon Bassford: Right? 100%.

Joshua Kornitsky: Well, Jon, I can’t thank you enough for the insight and the wisdom that you’ve shared with us today. Ah. Any parting thoughts? Any last things you’d like to share?

Jon Bassford: This has been a great conversation, Josh. I absolutely loved it. I will give a quick little giveaway here. So if anyone in the US text 33777 text the word chapter to 33777. We will send a PDF copy of the first chapter of my book. Uh, kind of see if it’s of interest for you. And then obviously, you know, anyone who wants to reach out to us. You know, my, uh, my consulting website is, uh, think Dash dot com. And then my personal brand site is Jon Basford Jon no and bass for like a bass fish Ford car uh.com. And that’s how people can reach me.

Joshua Kornitsky: Fantastic. We will also have all of that on the High Velocity Radio website, along with your biography and everything else that people need in order to find you. Uh, Jon Basford, consultant and speaker and author and TEDx speaker. Thank you for being here with us today. Uh, it was a great conversation. I really appreciate your time.

Jon Bassford: I thank you for having me. I enjoyed the conversation as well.

Joshua Kornitsky: Thank you for listening to this episode of High Velocity Business Radio. I’m Joshua Kornitsky professional iOS implementer and your host. We’ll see you next time.

 

Tagged With: Growth Navigation System, Jon Bassford, The Curious Leader

From Corporate Executive to Executive Coach: Laird Carmichael’s Journey with Vistage

July 10, 2025 by angishields

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Cherokee Business Radio
From Corporate Executive to Executive Coach: Laird Carmichael’s Journey with Vistage
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Brought to you by Diesel David and Main Street Warriors

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In this episode of Cherokee Business Radio, Joshua Kornitsky interviews Laird Carmichael, an executive coach and Vistage Chair. Laird discusses his journey from global manufacturing leadership to facilitating peer advisory groups for business owners and executives. He explains how Vistage fosters collaboration, accountability, and growth through structured group meetings and coaching. The conversation explores the value of vulnerability in leadership, the selection process for Vistage, and the benefits of the broader Vistage network. Laird also shares insights from his sports background and praises the impact of the EOS methodology on business success.

Laird-Carmichael-bwLaird Carmichael grew up in Atlanta, and has an ME degree from GT (wrestling scholarship, baseball, GT Hall of Fame). He’s worked for 11 companies, two of his own, 24 positions with 28 managers.

Laird started with GE on the Mfg Mgmt Program, then spent 15 years in multiple businesses and locations. Alcatel Alstom, 4 PEs and ended in Chicago as the VP of Global Operations with plants in Chicago, Brazil, Mexico, China (2) and Malaysia.

Laird consulted for several PEs for 3 years after retirement. He decided to chair a Vistage group to stay engaged with the business world and give back from his experiences. He has a very active retirement life full of family, friends and activities.

Connect with Laird on LinkedIn.

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. This is Joshua Kornitsky professional iOS implementer and your host for Cherokee Business Radio today. I am so happy to have you with me in the studio, Laird Carmichael. Laird’s an executive coach and also a vintage chair. Welcome.

Laird Carmichael: Thank you. Joshua. I appreciate you having me on today. And, uh, I’ll warn you ahead of time, I’ve never done a podcast, so, uh, I’ll, uh, I’ll work my way through this with you.

Joshua Kornitsky: Well, the good news is we’re just going to be talking. Yeah, so that makes it much easier, because I know you can talk because we’ve done that for a long time.

Laird Carmichael: I make up for things by talking too much. So that’s a that’s one of my lessons learned at Vista.

Joshua Kornitsky: All right. Well so let’s start right there. Well, so let’s assume someone doesn’t know what Vista is. What is vintage.

Laird Carmichael: Well, basically Vista is a peer advisory group. Okay. So you have a room full of and that could in our groups. Uh, that could be a president. That could be a CEO, that could be a managing partner. Most uh, most times it’s smaller businesses, 5 to 50 million size, uh, in revenue. Um, and, uh, and their owners and all of my group, uh, is all owners and, and they’re passionate and, uh, they collaborate once a month in a monthly meeting, and then we do some 1 to 1 coaching individually in between the meetings.

Joshua Kornitsky: Okay. Thank you for giving us some context. And I’ve got a few questions on that, but I want to ask kind of what brought you into this role. How did you end up in. Tell us a little bit about your background.

Laird Carmichael: Well, not to get too long with the story and I can do that, but, uh, I, actually grew up in Atlanta. I went to Georgia Tech there, so I spent the first 21 years in Atlanta. I then worked for 45 years and had to make a retirement speech eight years ago. And so I said, well, I worked for 11 companies. I had 24 jobs and 28 managers. So I got to and I worked in six different countries, you know, including the US. And it was all in a manufacturing businesses, two of which were mine. Anyway, I retired eight years ago and I worked for four private equity companies the last 25 years. And uh, as soon as I retired, they started calling me and said, hey, we need to fix something in a plant somewhere, right? And I stayed. I stayed domestically on those assignments, but I’ve consulted for about three years until one day I woke up and said, you know what? I’m getting up at 4:00 in the morning up in North Georgia, driving an hour and a half to two hours down to the airport to get to get on an 8:00 plane. Right. Fly somewhere, get back home at 6:00 at night on Friday and Atlanta traffic and take three hours to get back to my house up in North Georgia mountains.

Joshua Kornitsky: That’s a hard working retirement right there.

Laird Carmichael: It was. I’m. I’m working full time. I didn’t need the money. And I’m saying no mas. That’s that’s it. And so I had a really good experience back. Uh, I did, uh, 15 years with General Electric and three with a French General Electric. Uh, I left the corporate world and, and became a part owner of a contract manufacturing business. And, um, when I went to that, I lost all that infrastructure of the corporate world. Sure. And, and so I needed somebody to talk to when it, you know, because most of our employees were Mexican. Uh, and, and so I joined this thing called the chief executive Network, which is a similar and still around today as visage, only it doesn’t have near the bandwidth of a visage. Um, so anyway, I said, I’m going to do a due diligence on all the all the places that do that. And that’s how I found visage had no earthly idea who they were, uh, and, and how big they were. But they’d been around for 60 years. They got 47,000 members and, wow, 30 something countries, mostly us. And, uh, and I went through their vetting process and academy and to get trained and, uh, became a chair about, uh, a little over a year ago.

Joshua Kornitsky: Wow. Okay. So you’re working with, uh, companies, usually 5 to 50 million ish is the range. And and, uh, you had said typically it’s owners or senior senior, you know, C-suite level management.

Laird Carmichael: And it’s basically somebody that owns the PNL, somebody that’s fully responsible for a PNL. It can be a, you know, a $150 million division of $1 billion company. But, uh, they need to be running some sort of a PNL and be responsible for it.

Joshua Kornitsky: So who tends to thrive in a in a pure environment like that, from, from your experience, both inside of this stage and outside, who who does best?

Laird Carmichael: Well, the vestige, uh, people, I’m telling you, the vintage chairs that I’ve met. Uh, there’s 16 of them down in Atlanta. I went to a to a chair world, they call it in Orlando back in February of of last year. And there were probably 500 chairs down there. These are people that you’d hang with professionally and personally. Great personalities, good people. Just really, really good people. The people that joined visage are people that want to collaborate with their peers to basically make better decisions. Um, you know, when you’ve got nobody to talk to. As that situation came up for me back in the 90s. Um, you know, it’s it’s a tremendous help to listen to somebody else. Different kind of problem. But basically the, the typical the topic is the same and therefore it’s transferable as to how you attack the problem, how you collect the data to decide what to do with it, and then and then decide on the solution and then do the execution and all that process. You get to listen to maybe 15 other people tell you how they got through that.

Joshua Kornitsky: Wow, that seems incredibly valuable.

Laird Carmichael: And the power of, of uh, we basically call it issue process. And we go through a, a funnel process to say, okay, what’s your issue? What the what’s the impact it’s having on you financially? Emotionally? The the culture, your personal life? Uh, the, the rest of the members will ask a lot of clarifying questions. Then you decide, do you still have the same issue, or is the issue something a little different from all those clarifying questions? And then we go through a process of solutions, and you become accountable for whatever solution that you’ve listened to. Wow. Um, is is the right solution for you. And when you’re going to do the first thing to execute on it and, and you’re you become responsible to the group for the accountability, then.

Joshua Kornitsky: Okay. So so it sounds like the type of person who’s going to thrive is going to be somebody who’s open and and willing to listen and willing to take the, uh, learn from the advice. I read somewhere once and I don’t remember whose quote it was that that a smart person learns from their mistakes, but a wise person learns from others mistakes. Exactly. And it sounds like that’s the vintage serves its members very well that way because you’re bringing all that experience to bear.

Laird Carmichael: Very much.

Joshua Kornitsky: So. Um, and so when you’ve got an opportunity to talk to somebody about Vista, what are some of the most common questions that prospective members ask you? The types of things that, uh, you know, I’m not sure it’s for me. What are the things that they’ll bring up to to ask and understand about this stage?

Laird Carmichael: Well, um, I usually do a sorting process to end up in that discussion with somebody. Um, I’ll, I’ll sort a, I’ll sort LinkedIn for my particular area because my area is not like the 16 people down in Atlanta that are all vying for the same people in the Atlanta area. I, I basically do North Atlanta through the rest of North Georgia. So it’s a fairly about half the state. Um, and there are no other chairs or are any other members up in North Georgia? So I’m operating in a place where they don’t know what visage is.

Joshua Kornitsky: Okay.

Laird Carmichael: Okay.

Joshua Kornitsky: So you’re introducing a new concept, which is hard.

Laird Carmichael: Yeah. And and there are there are lots of other organizations that are networking organizations, but they tend to be more social than, than and maybe a little bit of off away from whatever meeting the group has. It’s maybe one on one with another member that you that you do some collaboration. But this is very focused on bringing the right people to the table. So when I get into a phone call, I may be introducing vintage for the first time like we just talked about, right? Or they may already know about vintage and decided that, well, I didn’t want to back then, but I think I might want to be interested now. But, um, what I’m looking for and these are mostly zoom calls because of the size of the territory, I can’t go I can’t go have coffee with somebody and and and have to drive an hour or two at an hour back. So, uh, we do a lot of zoom calls, but I’m looking for the a person that’s humble enough and vulnerable enough to be the right kind of person in the room. And the one thing we don’t do is have two people chasing the same customer in the room, because you lose the the trustworthiness and the confidentiality. You’re not going to open up when you when you’ve got somebody chasing one of your customers sitting right across the table. So it’s a very confidential, you know, room of, of information we have going on.

Joshua Kornitsky: Sure. And that makes sense because you you’ve got owners and presidents and CEOs sharing data. That’s not public data in most cases. So I want to grab on to something you just mentioned and tie it kind of back. You had you had mentioned that you’d worked in multiple organizations across multiple countries, which these days is not as rare, but but still pretty rare to have somebody that’s had that broad swath of, of cultural, uh, experiences. Right. And you used a term that I hear a lot in my work, but I don’t hear it a lot in business discussion. You said they’ve got to be vulnerable, right? So I want to ask you first. Were you always vulnerable during that career? And if the answer is yes, I’ll call bull crap on that. Uh, but but really, what I want to know is, is kind of what what opened that door for you, and maybe give a hint or two to somebody that might hear this that says, oh, well, all right. So a little bit about vulnerability.

Laird Carmichael: Well, you’re exactly right. Anybody that says yeah I’ve always been vulnerable. You know, that’s that’s bullshit. So so excuse me. No.

Joshua Kornitsky: Quite all right.

Laird Carmichael: Yeah. Yeah, exactly. Um, in fact, I’d have to say with all the experience I had and all the different cultures and all the places I had, uh, factories, you know, predominantly in Mexico, but, uh, all, you know, Brazil, China.

Joshua Kornitsky: Uh.

Laird Carmichael: All over Malaysia, France. Um, yeah. I wish I’d have had vestige back when I was running two of my own businesses and and some of the other businesses that, that I was associated with. Um, I’ve learned about vulnerability, trying to find it in other people in a, in a quick, uh, first 30 minute discussion that you get into, if the person connects with me on LinkedIn, we we basically schedule a zoom call and we’ll do an information exchange is what it’s called. And if we decide there’s more there, then we’ll we’ll go on for there. Um, but, uh, you got to find somebody. If you find somebody that’s not vulnerable, that’s not humble. And there’s degrees of that, obviously. Sure. You don’t want somebody coming in to dominate in the room. You don’t want to doing all the talking. You don’t want them to to be adversarial with the rest of the group in there. And, and so, uh, that, that that’s probably the most important personality traits that you want with the person. And then you start getting into, um, what kind of organization they run and does it fit in the group. And we try to get a diversity in the group. Uh, that that facilitates a very good discussion about issue processing.

Joshua Kornitsky: I mean, that makes sense to me. Is, is there is there a way you can sort of quantify or qualify the type because of ROI that people get from Vista? Because obviously I’m sure there’s a financial investment, but there’s a time investment. And in more often than not, broadly speaking, when you’re talking about the, the type of individuals that join visage, their time equates very directly to money. So what type of return do they get for that time and, uh, financial investment?

Laird Carmichael: And those are the the two leading, uh, you know, roadblocks. If there’s a roadblock, somebody’s doing a lot of. I talked to a lot of people say, you know, this is great. That’s exactly what I need. But I’m too busy to do this, and and this is a lot of money. If it’s a smaller business, I don’t know if I can afford to do this. And those are always the two biggest things. And it gets back to an ROI. And and if you’re not getting a ten x on your on your investment of either time or money, uh, then you shouldn’t be there because you should find that out very quickly. And, and in our sorting process, if we get past the information exchange, um, you know, there’s two ways you can go. You can go straight to a selection interview where you go through about an hour and a half of questions that are very, very specific and, and either sign the person or not sign the person at the end of that selection interview. But but I prefer that, uh, that we bring a person to the to the meeting, to our regular meeting, and we’ll have guests at every meeting. Oh, really? Yeah.

Joshua Kornitsky: And and and so that’s that’s that.

Laird Carmichael: Well, it’s it’s so, it’s so that I can see how the person interaction interacts with the rest of the members. And after the meeting is over, I can get their opinion of whether they want the person in the room or not.

Joshua Kornitsky: Sure. Well, that makes you, uh, a deeply ingrained chair and facilitator, because you’ve got to make sure that they gel.

Laird Carmichael: Yeah. If the person does well in the meeting itself and and and the person and our members, our current members say, yeah, thumbs up. Then then then we go forward. Well, but I’ve had a couple of guests that I remember said, no, no thanks. And uh, and I just didn’t give them an invite to become a member.

Joshua Kornitsky: It seems like an upfront and very clear process for folks. And and if somebody is interested in learning more and, and, uh, understanding what Vista is about. We’ll have all your information on our site, but is there an easy way for people to learn about it or get in touch with you?

Laird Carmichael: Yeah, I’m I’m on a I’m on LinkedIn just with my name, Laird Carmichael. Um, you’ll see a vintage background when you come on to it. Um, the. You know, other than that, uh, just getting just getting Ahold of me through that is probably the best way to do it. But I would highly encourage, if you have zero, zero knowledge of vistas, just poke on to the vintage.com website, go through it and you’ll start seeing all the all the, the webinars and the speakers that we bring in and all the, um, there’s there’s a lot of networking groups where if you’re doing M&A work or if you’re doing all sorts of there’s 37 different networks that you can join. And that way you get access to the rest of the 47,000 members.

Joshua Kornitsky: Wow. Okay. So so that peer group extends really, uh, nationally.

Laird Carmichael: Exactly. And internationally.

Joshua Kornitsky: Oh, see, and speaking back, you you had said when you were in different countries running your own, That that would have been beneficial. I didn’t realize that.

Laird Carmichael: So hugely beneficial I’ve gotten. I joined about five of them. I joined obviously the manufacturing one because that was what my life was or my career was and uh, and uh, and several other ones and, and sometimes the email they go across, I haven’t gotten involved with hardly anyone. But if somebody comes up and says, geez, I know I need to be in Mexico manufacturing and, and I got this new product, blah, blah, blah. Anybody got any experience at that? And I couldn’t, I couldn’t resist.

Joshua Kornitsky: Right, right. Well, it’s it’s a hook that, that that works for you.

Laird Carmichael: I had 30 years of that. And especially doing contract manufacturing, I was bringing in any and all products and uh, having to deal with all the border issues and the, and the other issues that are involved.

Joshua Kornitsky: So that brings up just a couple more points that that occurs to me. So if let’s say that you do, uh, engage with someone and, and it turns out that that, uh, they’re not a fit for your group, can you suggest different groups to them if that’s a good a better fit?

Laird Carmichael: Absolutely, absolutely. Even somebody that didn’t fit in my that’s called a C group because it’s CEOs, you know, presidents, owners whatever. Whoever’s running that p l there’s 16 more of them down in Atlanta. And, you know, the chairs were all got our own personalities and, and our own different types of groups, our own different groups, so that you might fit in there. Or they have about five other categories of groups from trusted advisors, which are kind of individuals that are providing a service of some kind. So they’re a little less money, a little less coaching. Uh, not as many speakers per year, but but they’ve got, you know, small businesses, they’ve got, uh, key key, uh, employee groups or emerging, uh, uh, employees. Uh, so they’ve got a group. So if if the CEO or president is getting value out of vintage, they’re probably going to want somebody off their staff in a key group. And and somebody below that is an emerging leader in the organization. And they’ve got a group for that. So you know, a lot of these companies will have three or 4 or 5 different people in five different groups. That’s one of the advantages.

Joshua Kornitsky: That makes a lot of sense.

Laird Carmichael: The development capabilities within Vista is far more than just the top.

Joshua Kornitsky: Well, I’m glad that we touched that subject then, because it seems like it’s a pretty holistic approach to help the entire organization move forward. So the last question that I had for you is based on a discussion we had had previously, and I just wanted to ask, what are some of the influences that impacted you in the way that you were a leader, that you were a CEO, but now as a Vista chair? What are some of the things in your background? I know we’ve talked about athletics in different teamwork, things that that impacted you.

Laird Carmichael: Yeah, I was in an organized sport 12 months a year from the time I was five until all the way through Georgia Tech, I played, I was on a wrestling scholarship, but I played baseball because I love baseball. So, you know, I’ve always felt competitive people that come out of the sports world of some kind or almost, almost any, any thing that occupies your time besides school or whatever, right? Um, the competitiveness is there. And those that have been in an individual sport, like wrestling, is absolutely an individual sport. Very intense. Um, and, uh, and baseball is a team sport. And you could go back and forth with 20 or 30 different sports that have both. And those are some of the best people I’ve worked with my entire career. Um, the, the sort of the lessons that, that I learned and, and the, the application of doing things differently now is I’m no longer, uh, responsible for coming up with the solution. However, I did that during the business life I had. Right. Uh, and then the. Absolutely. The execution of it. Um, that’s not what I do anymore. So I have to learn how to facilitate a meeting, ask good questions, and have the members come to their own conclusions of what the answers are and, uh, and become accountable to the group for execution. Um, and so that’s actually fun. I’m enjoying the hell.

Joshua Kornitsky: Out of it. So you went from being a player to being a coach?

Laird Carmichael: Exactly. And I’ve never had so much fun. I mean, uh, seriously, this. And what I love is when I see, uh, which happens in my group, uh, you know, members in the group helping each other. And some of them may be two hours apart. Sure. They’re driving to the other person’s location on their own time, not charging anything and helping a business that’s struggling in a certain area that they’ve got a skill set in. So when the members start helping each other away from the meetings, away from the one to ones, that’s really satisfying.

Joshua Kornitsky: That’s got to be hugely rewarding.

Laird Carmichael: Yeah. And and you know, I’ll, I’ll, I’ll insert myself when I see we’re running down a rabbit hole that doesn’t seem to have any value in whatever the subject is we’re talking. So I might I might divert it into another question that gets us out of that rabbit hole.

Joshua Kornitsky: So. Sure. And that’s the value in the perspective that comes from experience. Right. That that you that we can allow people to chase rabbits for days and go down the rabbit hole, but it doesn’t actually help anybody.

Laird Carmichael: No.

Joshua Kornitsky: Exactly. Um, well, Laird Carmichael, executive coach, vintage chair. I can’t thank you enough for your time. I feel like I learned a few things today. I certainly hope anybody that’s listening has heard a few things that garnered their interest. Any final thoughts?

Laird Carmichael: Well, all I can say is, uh, I think we met each other when, uh, when I was, when I, I had heard EOS multiple times in, in the as I was, you know, trying to find potential people for the group. And I had no idea what EOS was. And so you came up on, on my LinkedIn searches and I thought, well, here’s a chance to learn about EOS and possibly get another member. Um, and so you were helpful and teaching me about EOS. We went offline and did it for an hour or so one day. And, uh, and it was just ironic that, uh, you had actually started helping one of my members up, uh, up in Dalton, which is, you know, an hour from me and almost two from you here. Uh, you’d already started with the EOS program up there with, uh, with the lady that runs that business.

Joshua Kornitsky: So, uh, and they’re doing great.

Laird Carmichael: And I’ve enjoyed, uh, the interaction with you for the last year and, uh, and, and I think anybody looking to look for a methodology to run their business. And it’s just a methodology, but it’s it’s important to have that discipline that iOS brings. So and I love your demeanor and your personality at this. And I think it’s excellent for, uh, for, for being a facilitator with iOS.

Joshua Kornitsky: So thank you. And I and I think I can say without hesitation, I completely agree with you. Ios is great to use in in any organization to help them get stable and to help them grow. So thank you again for joining us here today. We’ll have all the information on our website so that people can learn about you and get in touch. Um, I want to thank everybody for listening. It’s been a fantastic episode. This is Joshua Kornitsky professional iOS implementer and your host here at Cherokee Business Radio. We’ll see you next time.

 

Tagged With: Vistage

BRX Pro Tip: The Follow Up Challenge

July 10, 2025 by angishields

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BRX Pro Tip: The Follow Up Challenge

Stone Payton: And we are back with Business RadioX Pro Tips. Lee Kantor and Stone Payton here with you. Lee, today’s topic, following up.

Lee Kantor: Yeah. I think this is an area that most people neglect and it’s sometimes where there’s a lot of potential. There’s been so many people that you’ve interacted with over time that you’ve built up some sort of a relationship and it might not be something that you’re working with this person today, but you might have been working with them three months ago, six months ago, a year ago.

Lee Kantor: And I think this week, what I’d like you to do is invest some time following up with some of those people. And, again, these people can be former clients. They could be existing clients that you haven’t talked to in a while. They could be former prospects. They could be just interesting people you’ve met. But just check in with them, see what they’re up to and ask if you can help in any way. I think most people just aren’t following up enough that they build a database of people they know, on LinkedIn they’ve connected with once, and then they kind of forget about them. But I would reach out personally and just try to have a conversation and see if there’s any way that you can help them.

Lee Kantor: Just because you tried to sell them something one time and it didn’t work out, it doesn’t mean that they’re never going to buy from you. They just might have forgot about you and the timing might be right today. So, invest some time trying to rekindle some of those relationships that you have, but you really haven’t been connecting with them enough lately.

BRX Pro Tip: Is Your Market Ready for a BRX Studio?

July 9, 2025 by angishields

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Stone Payton: And we are back with Business RadioX Pro Tips. Lee Kantor and Stone Payton here with you. Lee, how do you really know if your market is ready for a Business RadioX studio?

Lee Kantor: Well, this is something we’ve kind of figured out from having done this for a while. There’s five simple steps to quickly tell if your market is ready for a Business RadioX studio. This is something we ask all prospective studio partners if they’re interested to assess if they are ready, if their market is ready for us to be there.

Lee Kantor: Number one, we ask them to list all the people and companies that currently write them checks for the services that they deliver. So, we want to start building kind of this list of people who are already their current clients and people that they already do business with.

Lee Kantor: Next, we ask them to list all the people and potential industries that refer business to them, and that also kind of expands that list quite a bit. And then finally, we ask them to list all the business groups and business associations and nonprofits that they’re a member of and that all those people are a member of. So then, we have this large list.

Lee Kantor: And then finally, we ask them to pull all of the people in their LinkedIn community and their business network that they know personally. So we have this giant list now of all these people that are kind of connected to them locally in some form or fashion. And then what we ask them to do is simply ask them if they would appear on a show, a business interview show, that they are hosting, that spotlights business leaders in their community doing interesting things.

Lee Kantor: So once we have done this and we ask all of those people, “Hey, would you like to be a guest on this show about business, that’s about what you do,” then we know are people wanting to do that. If nobody wants to do that, then there’s a good chance your market’s not ready. If you get some people that want to do it, that’s encouraging.

Lee Kantor: Now, once you’ve gotten this kind of list going, you want to ask the people who said yes if they know other people as well. And then if you ask those people to be on the show, you now have a bigger list. And the bigger the list you have, the better indicator you have that your market is ready. And look, this is something that works or it doesn’t work. If you do this, if you go through this effort and identify all your potential guests for the show and the people that they know and you invite them on a show to just say, would you do this if this show exists, then you’re going to know if the market is ready. And a good market will have a wait list of dozens of potential guests so that if you know that you have, you know, ten, 20, 30 people that would appear on a show in your market, then you know that that’s a great indicator that your market is ready for a Business RadioX studio in that location.

Lee Kantor: So that’s how we start. We start with people we already know. We expand from there. We touch all the business kind of community as far as we know, and maybe one kind of connection level beyond that. And we invite them to be a guest on the show. If they say yes and that they’d be inclined to be a guest on the show like that, that is a fantastic indicator that that market is ready for a Business RadioX studio.

Robert Danna with Global Curiosity Institute

July 8, 2025 by angishields

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Robert-DannaRobert Danna brings over 50 years of diverse leadership experience across science, engineering, military service, technology, and human capital strategy.

A former U.S. Navy Lieutenant Commander, physicist, consulting engineer, and executive at Deloitte, Bob’s journey reflects a “career lattice” shaped by his unwavering curiosity and adaptability.

Now retired, he serves as a Fellow at the Global Curiosity Institute and continues to advise, invest, and mentor across industries.

In April 2024, Bob released his memoir, My Curious Life: If My Grandkids Ask About Me, Tell Them This, which Kirkus Reviews praised as “an engaging, curiosity-driven journey from the 1960s to the present.” The book—and his life—celebrates personal growth, exploration, and the power of asking questions. FrontCover-RobertDanna

In his conversation with Trisha Stetzel, Bob shared reflections on his military service, tech leadership, and post-retirement work in mentorship and community engagement.

He discussed the impact of cross-generational knowledge sharing, the need to maintain human connection in an AI-driven world, and how curiosity has remained a constant force in his life.

With humor and wisdom, Bob offered encouragement for lifelong learning and living with purpose.

Connect with Bob on LinkedIn.

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. Beyond the uniform series. You know what that means. I am pleased to introduce you to my guest and fellow veteran today. Bob Danna is currently retired and serves as a fellow at the Global Curiosity Institute. With more than five decades of leadership experience as a physicist and officer in the US Navy. A consulting engineer and an expert in enterprise resource planning and human capital management. His life illustrates the power of curiosity in driving a professional and personal life, modeled as a career lattice. Bob, welcome to the show.

Bob Danna: Trisha, thank you so much. Really looking forward to our conversation.

Trisha Stetzel: I am too. So Bob, tell us more about you. I know I gave the big, nice summary of all of the amazing things that you’ve done, but who’s Bob?

Bob Danna: Yeah, Bob. I’m a New Yorker by, uh, by birth. And, uh, if you ask me. Oh. Uh, what? What are you. I’m a New Yorker. I live in Las Vegas right now. Uh, that’s where I retired. Um, but born in Brooklyn, I grew up on Long Island. Um, uh, a product of, uh, the, uh, the public school system. Uh, you know, elementary school. High school. Uh, went to Hunter College in Manhattan, uh, for a bachelor’s and master’s degree in physics. Um, I again, uh, the, uh, the education was incredible. Uh, wound up getting recruited by the nuclear navy, um, in 1975, uh, to teach, uh, at the Naval Nuclear Power School. So I was a physicist. Uh, the Navy needs, uh, physicists and mathematicians and chemists and electrical engineers to to teach the officers and enlisted personnel who are operating reactors, nuclear reactors on submarines and aircraft carriers. And so did that on active duty, then stayed in the reserves, actually moved over to nuclear weapons and was part of the theater nuclear Warfare project office. And we were we were doing our work to to look at the consequences of and mitigating, uh, theater, nuclear warfare. So if there in fact, you know, so I know a lot about nuclear weapons. I had a top secret clearance, uh, critical nuclear weapons design information access. But at the same time, I left active duty and then joined a consulting firm in 1980. And I’ve been a consultant, uh, one way or another, for 50 years. Uh, so, you know, initially, uh, in science and engineering, than in it than in human performance.

Bob Danna: Because that’s probably the most interesting thing that a scientist can look at is, is what makes a human a human. And, you know, what can I do to to address human performance? And then ultimately, I was a managing director, uh, at um, uh, Deloitte consulting, um, and uh, consulting in the areas of human performance. And so it was quite a, quite a run. All things considered. Uh, and, uh, I’m still very active. So I retired formally and now about, uh, probably 6 or 7 years ago. Uh, but I am very involved in the community, both local community and my professional community. And it’s give back time. So, uh, my definition of retirement, uh, for the audience, is, uh, I no longer take any, uh, money or compensation of any kind for whatever I do. Uh, so it’s all 100% pro bono. I’m doing it because I love it. If I don’t love what I’m doing, I don’t do it. So, um. And so, uh, it also means, uh, I no longer have any milestones, deliverables. I no longer am required. Sometimes I do that required to get up at three in the morning to take a call from, uh, from Europe or in the, in the midnight for Asia, whatever. Whatever. Uh, so that’s that’s my definition. It’s that kind of me. So it’s, uh, I’m having a good life. Uh, like I said, live in Las Vegas, still travel 4 or 5 months out of the year. And so it’s, uh, I can’t complain.

Trisha Stetzel: Amazing. You have lived such a full life. And thank you for your service. And thank you for your service again. Uh, post service and what you’re doing today. So, Bob, I happen to know that you released your memoir just last year called My Curious Life. Tell me more about that and why you decided to write My Curious Life.

Bob Danna: Sure. Yeah. Thanks, Trisha. Uh, actually, the title is My Curious Life. If my grandkids ask about me. Tell them this. Uh, so, number one, I’m not assuming that my grandkids will ever ask about. So what did grandpa actually do? Uh uh, I don’t think my daughter knows. Uh, so. So, you know, it’s hard to explain what I just gave a quick capsule on. So, uh, I started to actually go around the house and, you know, look at some of the things like, you know, my, my commanders shoulder boards and, and, and, you know, uh, you know, color devices and, uh, yeah. Oh, I here’s a, here’s a guidebook from the New York World’s Fair, uh, back in 64, 65. You know, so I started gathering those and tried to show it to them. Okay. They say this is what grandpa, you know, did. And he’s like, yeah. Uh, no. So I was like, okay, I gotta write it down. So at least I’m going to leave him something. So I started with notes, then it turned into pages. Then somebody said, well, yeah, this is kind of nice, so why don’t you kind of organize it into a book. And so I did so. You know, there it is. Uh, so it’s, uh, uh, it actually is a book. And now that there’s a book sitting on my desk, usually in the closet, uh, but it’s it’s kind of cool.

Bob Danna: So I the one thing that it’s, it’s I concluded from writing the book was, what is the one theme that’s gone through my entire life? I’m a curious guy. Okay. Um, you know, curiosity kind of drove everything. It allowed me to kind of open my mind every time and say, yeah, that kind of looks interesting. Maybe I should explore that. Maybe I should do that. Uh, and you can see by the twists and turns in the career. Um, yeah. And that’s why I call it a career and not a career path. Now there is there is no path unless you unless, you know, it’s like a, um, uh, you know, kind of one of these. Uh, and so, uh, so it allowed me to, to just kind of, uh, kind of move along, kind of write the book and get it, get it now to a point where I actually it’s getting some traction out there. People are saying, this is kind of interesting and there are some some interesting conclusions. And like I said, curiosity of the world, curiosity about other people and curiosity about oneself is what I try to address about Bob Danna. But then I think, you know, somebody reading it goes, mm. I think, yeah, I can take something away from that.

Trisha Stetzel: I love that that’s so much fun and I can’t wait to read that. And I might even tell my grandkids I don’t have any yet. But, you know, you should read Bob’s book. So I when I introduced you, uh, one of the titles that you have is fellow at Global Curiosity Institute. Tell me more about that.

Bob Danna: Yeah. The Global Curiosity Institute was founded, uh, now. Oh, probably maybe, uh, 6 or 7 years ago in Antwerp, Belgium. Uh, and the whole idea was globally okay to bring people together. And there’s a small group of fellows. I was invited, uh, to, uh, to be a fellow along with my partner, Lacey Lowe. She, she also has joined as a fellow, and she, in her own right is an incredible individual. Um, uh, and, uh, so, so, uh, the whole purpose of the, the, uh, the institute is to, in fact, promote, uh, kind of open mindedness, uh, to everything that’s going on in the world. So kind of questioning, be curious, uh, be skeptical, uh, you know, question, uh, you know, what what what the dogma is and then try to get to actually a point where you kind of understand, um, you know, what’s going on. So that’s why kind of the, the curiosity about the world, other people and yourself, you know, you start to kind of put those in buckets, uh, and, you know, it isn’t people in your neighborhood. Yeah, that would be that. That’s probably what most people do right now. But I want to I’m curious about people in the world, okay. In the world itself. So, you know, whether or not you you’re able to travel, uh, you know, just be able to go in and experience that in whatever way you can.

Trisha Stetzel: Yeah. So being curious is a skill, I think sometimes, especially for younger generations. And I know you spend a lot of time mentoring in that space. So how for those people who are not just off the cuff, genuinely curious, how how do you have those conversations with younger generations who are maybe more I I’ll use the description self-absorbed, and I don’t mean that in a negative way. I just mean that they’re doing the things for themselves right now. And as young people, we did too, or I did. I shouldn’t speak for everyone, but how are you having those conversations and creating that curiosity in the younger generations?

Bob Danna: I’d say I kind of draw their attention back to them being 4 45678 years old. Okay. It was natural, right? Uh, who? What? When? Where? How do you know that? Yeah. Yeah. How many times did you hear that from your kids? I certainly heard it from from from, you know. And so and I, you know, I was I was probably the most curious child that I could imagine who had, you know, probably a total pain in the butt. Um, but I draw their attention back to that, and it’s like, see if you can re-embrace that. Um, because if you can, it really allows you not to go down one specific channel, one specific kind of line of thinking, or just kind of listen to one opinion. Uh, it really asks you to step back into your, your into your, your childhood. Okay. And remember what that was like because it was pretty cool. Right. As a kid, you know, you’re you’re you’re always kind of doing all kinds of stuff and you love it. Right? It’s so exciting. Um, and so, uh, what I try to do is talk to folks and kids and especially Gen Z, um, because they’re going to need it. That’s a that’s a muscle that they will absolutely need. That’s going to be a life skill, uh, that they’re going to absolutely need. And if in fact, uh, they do do that and build that muscle, that it’s going to be, uh, something that’s going to be valuable to them for their entire lifetime.

Trisha Stetzel: Mhm. Absolutely. And uh, practicing that. Who what. When where why, how is a great place to start? I love to put those on a sticky note and just have them around with me.

Bob Danna: Right. I do I got a sticky note right here. Exactly.

Trisha Stetzel: Yeah.

Bob Danna: Remind myself.

Trisha Stetzel: Absolutely. Um, so we’re about halfway through our conversation. I would love for you to share your contact information, Bob, in case someone is already curious. Curious how to connect with you, what is the best way?

Bob Danna: Yeah, the best way is, uh. Well, actually, there’s a couple of ways you can go to my website. Site, which is my curious life. Dot net. Okay. My curious life net. Um, and actually, uh, there’s kind of a summary of the book, a little bit more about what I’m doing because I’m doing some I’ll tell you other interesting things, and I’m very much into what’s going to go on with AI these days. Uh, artificial intelligence. Uh, so it’s on the, on the website and actually there’s the AI Bob on the website, who will explain the ten benefits of, uh, embracing curiosity. Um, so I’ve turned myself into AI, Bob. Uh, and so you’ll see that on the website as well. Uh, but there’s also a blog. There’s also a whole host of, of other podcasts that I’ve appeared as guest, etc.. So it’s a pretty rich site that you can you can kind of peruse, uh, but you can link to me on LinkedIn. So I’m still very active, uh, as a professional. So just find Bob, Dan or Robert Danna. And if you just put kind of Robert Dann at Deloitte. Uh, it is only one of me out there. Uh, and so, uh, two ends, please, Deanna. Um, and so that’s another way to do it. Uh, and then, uh, there’s actually, you know, on, on LinkedIn, you can you can actually reach out to me. Uh, with a with a message. Uh, on my website, you can reach out to me with a message. Uh, and so, uh, you know, any of those, those ways. I’m also on Substack right now. Uh, if any any of your listeners use Substack? I love Substack. Uh, so, uh, you’ll find me on Substack. Uh, as again, Robert. Danna. Uh, and, uh, you can, you can that goes, you know, obviously a bit more political, uh, but I’m also using my, uh, uh, my science, um, uh, science creds on that. Uh, so it’s some combination thereof. So it’s, uh, any of those ways would be would be great. And I love to interact with any of your listeners who are interested to, uh, to chat.

Trisha Stetzel: Beautiful. Thank you. And if you didn’t catch it, it’s Danna with two ends. D a n n in a just so that you can find Bob. And in some places it’s Robert. So Bob.

Bob Danna: And Trisha. Yeah. You had kind of. Trisha. Uh, I do have the book. You can find it on Amazon. So if you go on Amazon and put My Curious Life. Bob. Danna, boom. It’s right there. Uh, so.

Trisha Stetzel: Everybody should get a copy of Bob’s book.

Bob Danna: I do appreciate that.

Trisha Stetzel: Yes, absolutely. So, Bob, before you even brought up, I. I really wanted to take us that direction. Um, you know, just in the last few years, everything has really, um, turned internal. And so a lot of us individually are interfacing with AI and less with human beings. And so how do you bring this idea of genuine curiosity alongside of where the world is going with AI and this robot interface? How do you see these two things coming together?

Bob Danna: Yeah, I’m I’m actually quite positive on it. I’ve gone through now, you know, a couple of technical technology revolutions. I mean, I started in high school and college and in the Navy, um, uh, using a slide rule. Okay. Uh, if anybody knows that, you probably find it in the Smithsonian Institute these days. Um, uh, but, you know, that’s how we did calculations back then. So, you know, anybody says, well, I don’t know about it. And I was like, yeah, yeah, okay, fine. Whatever. Uh uh, so don’t be afraid. Just embrace and move forward. So I think the big thing is really trying to figuring out, um, as a, as, you know, an individual, your listeners, you and I. Um, so what value do we add? Human beings. Okay. Because the technology’s going to be there. So now how do you, in fact, uh, either the the easiest thing is just. So how do I actually, you know, query, uh, kind of an AI powered search engine. Okay. Well, that would be a good skill to have these days. Okay. That’s kind of basic skills, but even better. Uh, actually, I’m working with, uh, with a guy, Raja Regis, who’s putting together the Young Professionals playbook. So young professionals playbook.com. So we’re actually doing something that we’re trying to capture the kind of the insights, the experience, the wisdom of the Xers and the and the the boomers to try to pass it to, uh, the Gen Zs, um, specifically aimed at Gen Z.

Bob Danna: Okay. And in fact, it is a complete marriage of AI and, uh, and and the human intelligence. Uh, and so, uh, so on that I’ve actually worked on a module on curiosity. I’ve worked on a module on skepticism. I’ve worked on a module on embracing Stem. Um, and it’s all on the site. And actually, if you go to the one on curiosity, uh, you’d wind up finding, uh, an a, uh, uh, But who is in fact actually the host of the podcast. Okay. Who’s now interviewing I. Bob. Okay. Uh, and then there’s a song that’s generated about curiosity. Uh, on the side, there’s Q&A. There’s actually guests that come in. All of it is a marriage of AI and and and humans. Right. It couldn’t have been done without what was in my brain. But we also couldn’t have done that without actually embracing and taking advantage of the technology. So. So like I said, it’s going to be a fairly wide spectrum of things that you can do. Um, but it’s just trying to figure out, okay, well, number one, don’t resist. Embrace. Okay. And then if you embrace figuring out how you personally, uh, as a, as a human being, okay, with your insights, your experience, your wisdom, all of those kinds of things. How do you now take that okay to your advantage in actually working with AI to generate something that I and you probably could not have produced individually.

Trisha Stetzel: Mhm. Wow. Yeah. As you’re talking through that, I’m thinking about how I’m using AI for myself and for my business. And it’s amazing the knowledge that you can tap into, which also leads me down this path of finding ourselves sitting alone with our AI. So how do we continue to engage each other in this true, genuine human curiosity where we’re still talking to each other alongside of, of course, using AI and all of the technology that we have. But I see a lot of people pulling away from groups of people because they don’t need they think maybe they don’t need them, or it’s just easier to sit in their office and play with their bots, right? Instead of human interactions. So tell me more about that as I know you’re really into.

Bob Danna: That’s actually my biggest fear. Is that okay, so what I always tell everyone, uh, is it’s more important than ever at this point to resist that. Okay. Uh, you know, it takes a real effort because, you know, that’s kind of the easy way out, right? Um, and so actually being able to kind of participate in, you know, the community, however, that is okay. And you say, well, but I can’t really get, you know, get in my car and go, whatever. You don’t have to. That’s the beauty of today, right? We’re we’re on this, uh, you know, on this podcast, you can be on a zoom group. Okay. Uh, there’s all kinds of social, you know, elements of of all of these networks. Uh, and I would certainly say, you know, professionally, you try to do that. Try to join groups that are professionally aligned with what you are trying to do or what you’re doing if you’re doing it. Provide your insights and wisdom to the group. If you’re trying to get into it, listen and participate and absorb. But there’s obviously the human interaction is going to be where it’s all at. Okay. Over the next several years, um, you know, if you’re, you know, politically inclined, you don’t have to go up and get into a rally if you want to. That’s fantastic. If you don’t want to get online, participate in, you know, one or more of these kind of social networks. The beauty right now with this whole podcasting and community structure is that there’s no excuse. Even if you’re only sitting in your office, there’s no excuse not to socially be involved. Human involvement with as many different people from all over your community, all over the country, all over the world. Uh, and it gives you a totally different perspective. And there’s there’s no way that you’re going to be a functioning human being in this world if you don’t do that.

Trisha Stetzel: Mhm. Absolutely. And I’ve read studies and books. The book that comes to mind is The Blue Zone, and it talks about the importance of having that human community and people that right that you hang around with. It’s part of growing old and uh, being healthy as a human. So, Bob, uh, on a personal note, I’ve heard that you’re an event junkie. So can you tell me more about that?

Bob Danna: I am, uh, well, uh, well, I love going. And again, I do get up out of my office and go and do things. Uh, so I love life, like last night. Uh, Laci and I were at, uh, the Jimmy Kimmel’s comedy club here in, uh, in Las Vegas. So we do at night. And that’s the joke around the neighborhood. Uh, you know, where’s Lacey and Bob going tonight? Uh, yeah. Because, you know, everybody is. You know, we live, uh, probably 20, 25 minutes off of the strip, uh, you know, and so if I dropped you in my neighborhood, you never know you’re in Las Vegas. Um, but, you know, most of the folks here go. Oh, no, you have to go down to the strip and find a parking space. Blah, blah, blah, blah, blah. It’s like, oh, come on. Yeah. So we go to to to shows and comedy clubs and go to dinner and just get out, okay. And I’ve always done that. I’ve always done that. Um, and then I’ve done things that are kind of crazy to like, I, I chase, uh, total solar eclipses. Um, and so my first one was back in the early 70s. Uh, you know, Carly Simon song, uh, he took his Learjet to Nova Scotia to see a total eclipse of the sun. Uh, well, yeah, I was in. I was in college. Uh, and we did go to Prince Edward Island to see it. I was in Manhattan, uh, in college. Uh, we didn’t take the Learjet. Uh, we took a, uh, a Volkswagen microbus, uh, up to Prince Edward Island.

Trisha Stetzel: A little different than the song.

Bob Danna: We can’t all the way, including on Prince Edward Island. Not to watch the eclipse, but, uh, since then, I’ve, I’ve, I’ve gone to, uh, take an eclipse cruise where we where we saw one. Uh, in the in the the the Sea of Cortez between Mazatlan and Cabo San Lucas and Austria. Uh, and then last, last year, I was with the Planetary Society in Texas. Uh, you know, Bill Nye the science guy. Uh, yeah. And, uh, you know, he had he and 800 of his closest friends myself, uh, were were in a field in Texas. Uh, watching the eclipse. So I so, again, I know that if you if you kind of think about it, I’ve traveled, like I said, all over the world, both for business and pleasure. So I like to get out. The key is once you get out and you’re doing things, uh, it again changes your whole perspective of everything. So, uh, that’s why. You know what I’m saying? I’m an experienced junkie. Chunky. Um. You know. Yeah, I like to read. Okay. I like the interface. You know, like we are here. Uh, but there’s nothing like actually going out, meeting people, doing things. Uh, and, you know, and. Yeah, I mean, I actually kind of lived modestly, but. Well. Okay. And the, well, part is not my home, not, you know, the car I drive or whatever the well part is. You know, how, how I pay for things to, to go out and and add to my experiences.

Trisha Stetzel: Oh, I love that. Thank you so much for sharing all of these stories. As we close today, I have one last question for you. And because you’re a fellow veteran and, uh, I want to celebrate this in my Beyond the Uniform series. My question to you is, how did your military experience really contribute to who you are today? Bob?

Bob Danna: Yeah, I would say, uh, you know, like I said, I was recruited to, uh, to be an instructor at the Naval Nuclear Power School, uh, in 1975. With that, I had to go down to DC, Crystal city. Uh, go through a whole battery of interviews, including being interviewed by Admiral Rickover. Um, the the father of the nuclear navy. Uh, and so, uh, that, uh, that and I actually interfaced with him a number of times after, after that, uh, when I was actually, uh, at nuke school and the like. Uh, but, um, one of the things that is the big takeaway, okay, uh, is, you know, what does the military instill in you? Okay. Number one, I’d say integrity. Uh, and so that’s the that’s the one thing that I think is, is, you know, if, in fact, you know, you’re in the military, uh, you know, yes, you’re going to get all of the, the kind of the teamwork and getting the mission done and all of those kinds of things. Uh, but the one thing that I think takes away that if you can bring it into science and engineering and business and everything else. Okay? I don’t care. Okay, but if you kind of never compromise your integrity, I’d say that changes your life. And that’s why military people. Okay. People who have been in the military kind of experience, the military and and that’s ingrained in you.

Bob Danna: Okay. That’s why that was that’s what makes I think. And I’ve hired hundreds of, of, uh, you know, uh, ex-military, um, because I know. Okay, I know what I’m going to get. I’m going to get somebody who who will never compromise their integrity. I can teach you everything else. I can, you know, develop everything else. I can do it. But if, in fact, somebody is not going to ever compromise their integrity, um, they are incredibly valuable, uh, to any business. Uh, certainly engineering, certainly the sciences. Uh, you know, whatever it might be. Um, uh, you know, anything that that, that requires, uh, a a a discipline. Lynn. Okay. Uh, I think is, is is what I, I, I what I took away and I tell you that’s I commented on the, on the book a number of times, including the list of the, the attributes that Rickover is looking for, uh, for, uh, for anyone in his program. He’s he’s long gone at this point. Sorry. The guy was great. Um, uh, but, um, but I, I’d say, you know, his list of attributes. If you go down that list, which is in the book as well. Um, uh, it’s it’s it’s something that that if you’re living in life by that those values, those guiding principles are things that, uh, you’re taking away from the military, but apply incredibly to any, any, any business.

Trisha Stetzel: That’s beautiful. Thank you, Bob. And by the way, you guys, if you didn’t catch it earlier, go to Amazon. You can find Bob’s memoir, My Curious Life. If my grandkids ask about me, tell them this Bob or Robert. Deanna. It’s Deanna. You can find it right there on Amazon. Bob, this has been so much fun today. I feel like you have to come back so we can talk about more stories.

Bob Danna: Come back anytime, Trisha.

Trisha Stetzel: I love.

Bob Danna: That. I love chatting with you.

Trisha Stetzel: Thank you. That would be so much fun. So, Bob, once again, tell people how they can find you, and then we’ll wrap the show.

Bob Danna: Sure. It’s again my curious life net. Um, uh, or, uh, go to LinkedIn. Uh, and just, you know, put in Robert Danna, my Curious life or Robert Danna. Um, Deloitte. Uh, and you’ll find me immediately. Uh, and so just kind of reach out, connect to me. Say hi. I heard you on on Trish’s program. Uh, yeah. Okay. Look forward to chatting and you’ll get a chat. I mean, I I’m I’m very open, and I love to, uh, to to speak to, uh, to individuals. And I also help a lot of folks. Um, like I said, don’t get paid for anything anymore. Okay. It’s all, you know. The joy I get out of actually giving back?

Trisha Stetzel: Yeah. Thank you, Bob. And that’s how Bob and I found each other. We had mutual military contacts, and I reached out to Bob and he said, yes, I want to have a conversation. So thank you so much for being on with me today. This has been my pleasure to have you, and I look forward to our next conversation. Bob.

Bob Danna: Same here. Trisha. Hey, I loved it. Thank you so much.

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

 

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