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RFPs + AI: The Game-Changing Combo WBEs Can’t Ignore

September 26, 2025 by angishields

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Women in Motion
RFPs + AI: The Game-Changing Combo WBEs Can’t Ignore
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In this episode of Women in Motion, hosts Lee Kantor and Renita Manley speak with Lisa Rehurek of The RFP Success Company about leveraging AI to improve responses to Requests for Proposals (RFPs). Lisa shares practical strategies for small businesses to build authority, customize AI-generated content, and avoid generic language. She highlights the importance of showcasing credentials and thought leadership to establish trust with evaluators. The episode also previews Lisa’s upcoming workshop at the WBEC-West conference, where attendees will learn to create tailored AI tools and strengthen their RFP proposals.

Lisa-RehurekLisa Rehurek is the powerhouse CEO of The RFP Success Company and the visionary behind RFP Success Express.

With a 78% win rate and over $500M in client contracts secured, she and her team know what it takes to win state and local government contracts through the RFP process.

The RFP Success® Company specializes in connecting the dots from Capture to Proposal to Results. It’s not enough to focus on the RFP that’s on your radar today; the best companies have a well-rounded culture and mindset that permeates the entire company.

Social Media:

    • LinkedIn Personal: Lisa Rehurek | LinkedIn
    • LinkedIn RFP Success: https://www.linkedin.com/company/rfpsuccess
    • IG Personal: Lisa Rehurek (@lisa_rehurek) • Instagram photos and videos
    • IG RFP Success: RFP Success (@rfpsuccess) • Instagram photos and videos

Episode Highlights

  • The role of artificial intelligence (AI) in responding to Requests for Proposals (RFPs).
  • Challenges faced by smaller businesses in navigating RFP processes.
  • Importance of customizing AI-generated content to maintain authenticity.
  • Common mistakes in using AI for proposal writing and how to avoid them.
  • Strategies for training AI with company-specific data to enhance proposal quality.
  • The significance of solution-focused messaging in proposals.
  • The evolving landscape of proposal responses due to AI advancements.
  • Tips for improving readability and engagement in proposals.
  • The value of leveraging past proposals for future success.
  • The importance of building trust and authority in proposals for smaller businesses.

Music Provided by M PATH MUSIC

Transcript-iconThis transcript is machine transcribed by Sonix

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studios. It’s time for Women in Motion. Brought to you by WBEC-West. Join forces. Succeed together. Now, here’s your host.

Lee Kantor: Lee Kantor here with Renita Manley. Another episode of Women in Motion. And this is going to be a good one. But before we get started, it’s important to recognize our sponsor, WBEC-West. Without them, we couldn’t be sharing these important stories. Today’s episode is titled RFPs + AI: The Game-Changing Combo WBEs Can’t Ignore. Our guest today is Lisa Rehurek and she is with the RFP Success Company. Welcome, Renita. Welcome, Lisa.

Lisa Rehurek : Thank you.

Renita Manley: It’s nice to have you with us here today, Lisa. So Lisa’s actually going to be joining us at this year’s conference. Big West Conference out in Scottsdale, Arizona. And she has a workshop that she’s presenting all about this topic. So this podcast is kind of like an introduction to that workshop. And in the workshop you can expect Lisa to dive in with way more details. And we’re talking specifically today about your responses to RFPs and how to use AI to make sure your response stands out from the crowd. So, Lisa, can you start off by telling us what made you choose this actual topic for the conference?

Lisa Rehurek : Yeah. You know, um, AI is obviously all the rage right now, right? Everybody’s talking about it. Everybody’s trying to figure out how to use it. And when you think about RFPs and what people struggle with, particularly smaller businesses that might not have a professional team internally, RFPs are hard. They take a lot of time. And so there’s a lot of people right now searching for how to combine those two. How to use AI to respond to RFPs. And frankly, we’re seeing a lot of bad use of AI. So I love this topic because hopefully we can give some tips and tricks here to hopefully help people along and make sure that they’re using it better than they probably are right now.

Lee Kantor: Can you share some do’s and don’ts, like off the top of your head?

Lisa Rehurek : Yeah, absolutely. A lot of times what people do is they just put the question into AI and say, answer this. And then they take it and they copy and paste it. And that’s the end of that’s the end of that. Way too generic. You’ve got to customize it. You’ve got to really know how to work AI to get it to the right place. The evaluators are getting savvy. They know. They know when you’ve been using AI. So you want to customize it. That’s probably the number one red flag with the don’ts. A do is just start training your AI tool to your business. Start making sure that it understands who you are, what you stand for, what authority you have in your topic, things like that.

Lee Kantor: Now, when you say train, does that require me to do a paid version of the AI tool that I’m using?

Lisa Rehurek : Yes, you should always have a paid version. It’s going to be so much better. You’re going to be able to again, kind of get the bot is going to get used to you. It’s going to learn you. But if you have an unpaid version, it doesn’t store any of that information. So you can create a custom GPT. So for example, you could create a custom GPT that says like, here’s all of the authority that we have in the marketplace. Use this to answer any questions that I ask you around RFPs, and it’ll pull that information. But you got to have the paid version.

Lee Kantor: So it keeps kind of all your content there as a resource for the AI so it can help you, um, communicate a little bit better. It doesn’t have to relearn this every single time.

Lisa Rehurek : Exactly. But if you’re the free version, it’s going to have to relearn it, and you’re going to have to retype it in every single time. That’s no fun.

Lee Kantor: And then when you’re working with it, even if you are using the paid version, how important is it to kind of go go back and forth and not just take its first answer as the answer, but to kind of ask it maybe a different way or ask it to help using different language just so that you’re getting kind of a real next level answer rather than kind of the superficial first answer.

Lisa Rehurek : It’s so important. Lee, I’m so glad you brought that up, because and I think what people are doing right now is they’re just taking the first answer and they’re like, oh, this sounds really good. And then they’re dropping it into their proposal. But it you know, the evaluators can tell it’s not perfect. So, you know, what I like to say is if you’re going to go for the first, first round, which is great. I don’t know about you guys, but I hate looking at a blank piece of paper and having to start from scratch. So it’s really great to go into AI and say, hey, I need to answer this question. Give it a little bit of a prompt and see what it gives you, and then go back again. And maybe you say, you know what, I want to integrate a little bit more fun and spunky personality as I have. So add a little bit more of that, then I’ll do another version, and then I’ll say, you know, I’d like an analogy in here, and I don’t have one off the top of my head. What kind of an analogy can we add in here to make this a little bit more compelling? And so you just want to keep working it and keep massaging it. So it does take work still. But I’ll tell you what, it’s so much better than just that blank page where you got to come up with everything yourself.

Lee Kantor: And it’s and it’s using the tool, not like a thesaurus, but more like an executive assistant where you’re, you’re kind of wanting it to, you know, think a little bit and be better and not just give you kind of the surface. You, you want it to kind of get in there and make connections that maybe a human would have trouble with.

Lisa Rehurek : Absolutely. And, you know, again, you know, kind of back to my analogy of analogies, I am horrible at just thinking up an analogy. Like, it just my brain just doesn’t go there. And so it’ll give me and I’ll say like, give me three ideas for an analogy, and then I’ll pull one and and have it keep working it. And it’s unbelievably smart. I mean, it is pretty crazy how good it is already, but it’s not all the way there yet. Right. And so to your point, like it’s gonna it’s gonna pump out stuff better than my brain could, but it’s not quite. It’s just not quite there to be like, hey, this is great. Now I’m just going to copy and paste this. Now I gotta work it a little bit and massage it a little bit, but that shouldn’t take you that much time.

Renita Manley: So how exactly can a we be make sure she’s personalizing her? Um, her response just so she’s not sounding like, um, the next VB or the next small business owner. Pretty much. How can you use words or use AI or use a prompt to help generate responses that are very much so individualized.

Lisa Rehurek : Yeah. So, um, one of the thing well, so you know how I talked about that kind of custom GPT, you want to have something that is in your GPT that is, or whatever one you’re using that is that knows you, right? So the the way that I started was I just went in and I said, I’m going to tell you a whole bunch of stuff about me, and I want you to ask me some questions to clarify anything that you don’t understand. And then I just went in and started kind of brain dumping, like, you know, we’ve been in business for eight years. I have 30 years of RFP experience where, uh, we specialize in the sled space, which stands for State Local Education. I like to be a little bit fun and spunky. Um, we here’s what our brand stands for. So a whole bunch of that stuff. Here’s the authority that we have. Here’s some evidence I just started dropping a whole bunch of stuff in there. Then ChatGPT came back and ask me some clarifying questions and it was great. I remember asking me, do you have any quantifiable statistics that we can include here? And I’m like, oh yes, I have forgot about that. So I added that in. So what’s so great about that is all of those things make us different than anybody else that does what we do. Not just the quantifiable stuff and not just the, um, you know, here’s about our brand, but also kind of the personality of who we are.

Lisa Rehurek : And when you get all of that in there, your answers are going to just be a little bit more. They’re going to be your personality. They’re going to be your brand. And that’s going to stand out above everybody else. There are other things too. So, um, one of the biggest mistakes that we see people make in RFP responses is they are all about them. We help you this, we help you that. But the evaluators don’t really care. And it’s not going to it’s not going to make them lean in and really listen. What they what you need to do is start talking about how your solution is going to help them. It’s that whole classic what’s in it for me? Right. They want to know what’s in it for them. And so when you start crafting things that way and you can say, hey, here’s the answer that I crafted. Can you help me make this more about them, more about how our solution is going to help them flip the switch and think about the Wifm, and it’ll start to help you with that. You’re going to have to massage it, but it’s going to start helping you flip that around. So things like that will make a very, very huge difference.

Renita Manley: How how do you think um, the proposal responses looked before everyone started using ChatGPT and AI and afterwards, like like you’re an evaluator, you’re getting your responses for years, and now you’re like, okay, all right, everybody’s giving me A+ responses now. So how how are how are they how are they differing now.

Lisa Rehurek : So a couple of things, um, I would say that they were much more generic and bland before. So most people just blend it in. And what happens then is the evaluators give you like maybe the meets expectations scores, but you’re kind of average. Now one of two things is happening. We are seeing some better responses. And so you got to up your game because everybody else is upping their game. But we’re also seeing AI responses, which is not making people happy. So there’s some some certain signs em dashes. Ai loves em dashes, they love quotation marks. They love certain words like robust. Take that crap. Pardon my French out of there. Take it out. Because the evaluators know that that came from AI. Um, and it’s, you know, you got to pay attention to that kind of stuff. So in the new world, there’s kind of two things happening. We’re seeing either they’re getting really smart and savvy and everybody’s elevating up. And we’re also seeing kind of a little too much use and reliance on AI.

Renita Manley: Okay. Is that fatigue. Like how does that lead to like evaluation fatigue. Like here we go again with these AI responses. And it’s kind of making. So for using that AI response for a for proposals you want to make sure you one stay solution focused not all about yourself. Try to stay away from some of those AI tall tale signs like the Em dashes, or maybe even just spontaneous, um, bolded words. Every other sentence has a bolded word that seems to be like an AI response. Okay. Uh, what? What’s the best AI program to use for a proposal response?

Lisa Rehurek : You know, honestly, I just use ChatGPT. It’s the one that I started with. I love it because it knows me now, and it. And it’s getting to know me well. We’re actually building an AI tool specifically for proposals. And the back end of that is ChatGPT as well? So I’m a ChatGPT fan, but there are a ton of them out there. And you know, if you have time and inclination, it’s always fun to go out and test different ones for, you know, some of them are free, free trials, things like that, to just play around for with them. But there’s a lot we use ChatGPT again. And then I also have starry AI that I use for some images, and we use Jasper for some other very specific things, but ChatGPT for the main responses.

Lee Kantor: Now I’d like to get back to putting in the data to start with. You mentioned, you know, having it ask you questions and getting kind of a deep dive into, um, you know, the history of the company and all it can do and all that stuff. Is it a good idea to actually input proposals that you’ve done before, like even like, hey, I won this one or I lost this one and actually input that data into the is that useful or is that, you know, is it outdated? Is there value in doing something like that?

Lisa Rehurek : So I have a whole bunch of answers. Um, so I’m going to try to keep track of my. My mind is pinging all over the place to answer this. First of all, um, if it’s a good proposal. Now, if you’ve won the proposal, it doesn’t necessarily mean it was good. It just means that it was better than everybody else’s. So you always want to make sure you get feedback. And if you get feedback that your qualifications scored you really high, then you know that that section is probably something you want to keep and you want to you want to probably put that in and say, hey, this was a winning qualifications. Um, one of the things, again, kind of back to our platform that we’re building is we’re it will have a storage for library content for those kinds of things, um, organize that way. And ChatGPT you’re just going to have to put it in your, uh, your custom GPT to have it in there, um, to use to pull from for future things. So the answer to that is yes. Um, if you’ve lost, you probably don’t want to use that because, you know, and again, if you can get the scoring tools, you might have lost. But maybe again, your executive summary was great and it scored really high. Then you want to pull that in, but you don’t want to pull in the sections that got low scores. Now what you could do is if you’re somebody that really wants to learn is put in, hey, here’s the question and answer that we got scored really low on. Help me understand what I could have done better. And there’s more things you could maybe add to that prompt, but that would get you some learning. And then maybe a revised version of that that you could store.

Lee Kantor: Now what about, um, other proposals in other areas just so that it can learn things that win? Like, is that have any value that it may not be your specific niche, but it’s a winning proposal.

Lisa Rehurek : You know, it’s interesting. I’ve never tried that, Lee, to be honest with you. I’ve never even thought about that. It would be interesting to see how you could do that. The first thing that came to mind is, well, you know, maybe you could take the winning proposal from, from what you bid on and put it in against your proposal and say, hey, you know, give us some some things that we can improve on for the next time. But I don’t know if it would I don’t know how good it would be. I guess you could. Sorry. I’m thinking out loud as I’m thinking through this. I think you could probably put in a winning proposal and say this was a winning proposal. Extract out the top ten things that they did well. Something like that. And just see what it comes back with. For things that maybe you could then take and use in your next proposal. Kind of like a little checklist.

Lee Kantor: Now are there certain, you know, kind of scoring tips that you can share when it comes to this? Are there some things that, oh, you have to do this or don’t do this. Or are there some kind of low hanging fruit in that area?

Lisa Rehurek : Yeah, I mean for sure some of it we’ve already talked about, like if you’re too focused and not solution focused enough, um, there’s there’s some readability things. So, um, you know, there’s a, a standard kind of thought out there that you should be writing to a sixth grade reading level. Most people are writing to 11 or 12th grade and that just the evaluators gloss over it. It’s not dumbing down. It’s making it more simple for them to understand and score you on. So one of the things that I always tell people is you have to think about the fact that these are human beings on the other end of this proposal, right? They are they are scoring you and minimum maybe 2 or 3 others. And up to I mean, we had one the other day with 32 people responded to it. So these evaluators are having to go through this. The more that you can do to make it easy on them. Shorter sentences, less techy talk, right to a sixth grade reading level. Um, tell them what they need to know. And also, for the love of Pete, answer the question. I will tell you that 99% of the RFP responses that we look at somewhere in there.

Lisa Rehurek : They have answered questions that have not really answered the question. And sorry, I’m going off on a tangent here, but that’s another thing that you can use AI for is to do a checks and balances. Here’s the question. Here’s my answer. You know, do a checks and balances to make sure that we’ve answered the question appropriately. And it’ll give you some feedback. So a lot of times in the RFPs they’ll give you multiple questions in one question. And it’s really easy to miss pieces of it. Um, if they ask you for a process, give them a process. Tell them. Step one, step two, step three. Don’t just drop in a massive paragraph. These evaluators are probably tired. This isn’t their full time job. Maybe they’re planning their kid’s birthday party in their heads. I mean, if you lose their attention, that’s what they’re going to be doing. Grocery lists, kids birthday parties. What do we have to do tomorrow to get the kids to school on time? All of those things that swimming around in our heads. So you’ve got to make it compelling for them to lean in and pay attention. Otherwise you’re going to get at best average scores.

Renita Manley: So it sounds like when you say they had to make it compelling, it’s almost like they need to try to connect with that human that’s actually going to be reading their response. So that’s the tricky part when you’re trying to balance how to use AI to leverage your response. But at the same time, you got to figure out how to connect with this human being who may have to cook dinner later on, go to a kid’s soccer game, go grocery shopping, go catch the game at the bar afterwards. They they want that moment of reading the responses to be compelling, to not seem boring like the past five AI responses that I’ve just I just read. So I guess the question. Another. My final question would be is, um, what would be some savvy ways then to use AI without losing that human connection? And then I want you to follow up with, um, explaining to VBS how you plan on building off this podcast episode at your session? At our upcoming conference.

Lisa Rehurek : Yeah, absolutely. So, you know, one of the things that I think when I was an evaluator I appreciated was personality. So kind of back to what I was talking about before. Get your personality in there. And everybody’s so scared to do it. They’re so buttoned up because the RFP itself is so buttoned up. It’s like let loose and put some personality in there and maybe, you know, whatever your personality and your culture of your business is, inject it in there because that will the the they will appreciate it. Also storytelling and analogies and metaphors, those are things that they remember more. And remembering is going to help them absorb. One more thing I want to tell you is that 78%, 78% of people are skimmers of readers or skimmers, which means that if you’ve got a massive paragraph, they’re probably not going to read it. 78% of the evaluators are not going to read it. So what can you do to, like, hit on those those important points right out of the gate on the front end. That’s about them and how they’re going to be able to trust you and be excited to work with you. We’ve all seen it in marketing, right? It draws us in and we’re like, oh my God, I have to have that.

Lisa Rehurek : I have to have it now. That’s what that’s kind of the same feel that we want them to have. So, um, did that answer that question, Renita? Okay, great. Um, so then for the event, you know, we’re going to dive deeper into this and we’re going to have some activities so that you are building we’re going to have you build a custom GPT. We’re going to talk a little bit about, um, authority and evidence and building those things. One of the hardest things for smaller businesses is that and a lot of us, we are smaller businesses, not all, but um, and this stays true for everybody, but particularly smaller businesses is that you’ve got to build trust. They’ve got to believe that, that you’re not going to go out of business or that you’re not going to ghost them. There’s more trust with a bigger company. So it’s a little bit of a hurdle that those smaller companies have to to come over. So we want to make sure that you’ve got the authority, you’re showing your thought leadership, you’re showing them that you are the one. And we’re going to dive into that at the conference.

Lee Kantor: Now, is there any pre-work or homework you would like them to do in order to prepare in order to get the most out of the session?

Lisa Rehurek : You know, I think it would be great if they just came with kind of understanding what, you know, making sure that they come with their list of authority. And when I say authority, it’s things like, you know, have you won awards? Have you been quoted in media? Have you? What’s your customer service scores? Things like that. Obviously we’re not going to get everybody to do that because I don’t know how many people are listening to this that are going to actually be there, but it will help you go faster if you bring some of that stuff with you.

Lee Kantor: And then what would be kind of a a reasonable expectation of what they’re going to walk away with at the end of the session?

Lisa Rehurek : I would say that they’ll walk away with a custom GPT. And whether what I don’t know right now is if we’re going to all have Wi-Fi access. Um, so they might have to to do it manually and then go put it into ChatGPT or their system afterwards. Um, and then they’ll also walk out with, you know, some good thought leadership statements that they can use, that they can plug and play into proposals as well as their evidence and authority to build that trust.

Lee Kantor: And if somebody wants to learn more about the RFP success Company, is there a website? Is there a best way to connect with you or somebody on your team?

Lisa Rehurek : Yeah, absolutely. I mean, you can always go to our website, the RFP success Company.com. Um, I’d love for people to connect with me on LinkedIn. I’m just Lisa r e h u r e k I’m the only one. Um, and yeah, I’d love to connect with anybody, uh, that that wants to connect. And we, we do a lot of, um, we do a lot of blogs and we do a lot of free information and webinars and things like that to help teach people. So the website’s a great place to start for that.

Lee Kantor: And Renita, one more time, the coordinates of the event.

Renita Manley: Yes, it is December 16th through the 18th in Scottsdale, Arizona. So if you have not purchased your tickets to attend, make sure you do so immediately because it is going to be fantastic. I’m actually going to be there this year and I’m excited about that. So I get to meet some weebs. But yeah, um, come on out. Get ready. Um, make sure you have your pen and pad and everything together. So if you go to Lisa’s workshop, you are ready the next time it comes around for you.

Lisa Rehurek : Yeah. And I’ll also do a quick little plug. I’ve been going to this conference for years. It’s so phenomenal, you guys. I mean, obviously the content itself, but also just connecting with other women, business, enterprise, women, it’s a community that supports it’s just been such a phenomenal community and we need that in our lives. So I hope to see you there.

Renita Manley: Thank you, thank you. Yeah. In an RFP game is growing and changing rapidly. So I really do suggest you all, um, come on to the conference and come to these RFP workshops, because from what I’m seeing, it is the change is lightning fast. And evaluators are very savvy and so are corporations and companies needs. They’re very savvy. Things are changing. Local, local, local. You gotta come out and get all those other tips.

Lisa Rehurek : Yes.

Lee Kantor: Well.

Renita Manley: For me, Lee.

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

Lisa Rehurek : Thank you.

Lee Kantor: All right. This is Lee Kantor for Renita Manley. We’ll see you all next time on Women in Motion.

Tagged With: The RFP Success Company

Yara Banks with BNX Business Advisors

September 26, 2025 by angishields

HBR-BNX-Feature
Houston Business Radio
Yara Banks with BNX Business Advisors
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Yara-BanksYara Banks is a resilient and visionary leader with over 25 years of experience in human resources, leadership development, and business operations.

As the CEO of BNX Business Advisors, a certified small business consultancy, Yara partners with small and mid-sized companies to build strong HR infrastructures, develop high-performing teams, and prepare for contract readiness in competitive markets.

She is also the creator of Lead Like a Black Belt™, a transformative leadership development program that brings martial arts principles—discipline, focus, and resilience—into the boardroom. A national karate champion, Yara uses her journey and training to help business leaders overcome challenges with clarity and strength.

Beyond consulting, Yara is a dynamic speaker, author, and philanthropist who delivers impactful workshops and keynotes on leadership, equity, and employee engagement. Her mission is to empower business leaders to grow their companies with purpose and create inclusive workplace cultures that thrive.

Upcoming Event: The Pivot Principle – Navigating Change in Uncertain Times

Yara will also be featured in The Pivot Principle, an engaging online event focused on helping professionals navigate change during uncertain times. Join her and other expert speakers for real-life insights, strategic tools, and inspiration to help you embrace transformation and thrive.

🗓️ Date: Register Now on Eventbrite
Don’t miss this opportunity to connect, learn, and lead with renewed confidence.

LinkedIn: https://www.linkedin.com/in/yarabanksmba/
Website: http://www.bnxba.com

Transcript-iconThis transcript is machine transcribed by Sonix

 

TRANSCRIPT

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

Trisha Stetzel: Hello, Houston. Trisha Stetzel here bringing you another episode of Houston Business Radio. Today’s guest is Yara Banks, entrepreneur, HR strategist, and CEO of BNX Business Advisors. With more than 25 years of experience in human resources, leadership development and business operations, Yara helps small and midsize businesses build strong HR foundations, prepare for contracts, and scale with confidence. She’s also the creator of Lead Like a Black Belt. We’re going to talk a little bit more about that. It’s a leadership program inspired by her own journey as a national karate champion, where she applies discipline, focus and resilience to the business world. Yara’s work is all about helping entrepreneurs avoid costly mistakes, lead high performing teams, and seize opportunities for long term growth. Yara, welcome to the show.

Yara Banks: Thank you so much, Trisha. It’s a pleasure to be here. I am honored and I’m super excited about it. I come with a lot of energy. Listen, I I’m pumped. I’m pumped. Good.

Speaker4: I’m glad it’s coming through the screen. I can feel it because I’ve got some here, too, so I’m not stealing yours. I’m bringing some energy to you. All right.

Trisha Stetzel: All right, so, Yara, tell us a little bit more about who you are and how you found yourself in the business that you’re in.

Yara Banks: Sure. So I am Yara Banks. I’m the CEO of Bnc’s Business Advisors. Um, all the things that she said that you already said about my business. It’s true. But the easiest way to say it is we sell profit protection. We sell profit protection. So we stop organizations from leaving money on the table or watching it walk out the door by reinforcing their HR infrastructures, right. Working on their leadership and their people strategies. So that’s any size business, right? So I just want you to know that, like, we want to work with people who want change and to want to, um, to, uh, what’s the word I’m looking for? You know what? When you get older, this is what happens, right? So we want people who want to work with us. Let’s just leave it at that. So I live in Jacksonville, Florida, but my client base is from sea to shining sea all over the country. Um, we, um, are prided. We pride ourselves in having partners where we and we have about 10 to 12 different associates throughout the country. So we have partners that can go and be kind of like released into different areas of the country in order to do what we do. Um, I am a wife and I am a mom of six.

Yara Banks: Ranging from age 34 to 11 year old twins. I am a homeschool mom. Um, like you said, I do have multiple businesses. Um, so I stay. Oh, I stay busy. And for hobby, I happen to do karate. So at age 48, I walked into a karate studio. Um, thinking to myself, so this is how we we trick ourselves. Thinking to myself, I want to do some exercise. I want some me time. I’m looking for that work life harmony, but I don’t, I don’t I’m not going to tell anybody. I’m not going to tell anybody because this is my thing. It belongs to me. No one else’s business. That’s the lie I was telling myself. At the end of the day, I was lying to myself. I didn’t tell anybody because if I told someone, that meant I couldn’t quit. If I wanted to, I would have no accountability, right? So I didn’t tell anybody, but I didn’t want to quit. It was so fabulous. So at 48, I started less than a year later, at 49, I was a world bronze medalist champion of karate. And then in July of this year, right after my 50th birthday, a two time national bronze medal champion in karate, and I have learned so much from the martial arts that I started lead like a black belt.

Yara Banks: There are principles within and disciplines within martial arts that transcend over into leadership characteristics, characteristics of good leaders. And so I wanted to bring those out things like trust, focus, discipline, humility, those things that are needed to be a good leader are also principles that stand out in martial arts. Plus, aren’t we all tired of the regular leadership development training? The same in one ear, out the other? Be good to people you know. Mind your manners that that plane stuff. So. And lead like a black belt. We we have different levels of belts. There’s six belts altogether. Each belt is a standalone so they’re not necessarily built upon one another. So for instance our white belt is emotional intelligence okay. We have a yellow belt. That’s communication. Our green belts accountability. Brown is strategic planning. So you can take different belts by themselves. Or you can take the entire all the way to a black belt. A black belt will get you all of those. Right. And so what’s cool about it is it’s transformational. People really are engaged. I wear my whole karate uniform. Trisha. We break actual wood in there. Okay.

Speaker4: Yes.

Yara Banks: Those are breakthroughs that we need. We actually sometimes need to feel the breakthrough that we. So we can manifest it for real. Right? Sometimes we just think, oh, be great if we can get past this. But when you can break that board, you you get that manifestation right then and there. And the energy is just amazing behind that and people really feel empowered by doing that. Now, of course, you gotta sign your disclaimers because we’re all business people, right? So I’m just saying.

Trisha Stetzel: Be careful breaking that board. I’m just saying.

Yara Banks: And in all in all seriousness, I tell I tell them whoever volunteers to do it, I say this every time. Do you believe you can do this? Yes. Because if you do not believe you can do this, you will hurt yourself.

Trisha Stetzel: Mhm.

Yara Banks: More importantly, or as importantly, if you make me believe you can’t do this, I will get hurt.

Trisha Stetzel: That’s right. And then you can’t do it like right. No time out. Someone else get in line.

Yara Banks: Right. Exactly. So you have to be very confident that if you’re going to do this, that you believe that you can do it. And even if you believe you can do it and you don’t do it the first time, guess what? Do it again. Because guess what? A lot of times don’t happen. Things don’t happen the first time we try it. So every time though, they’ve done it, the first time, every single time. I haven’t had one where someone hasn’t broken it. So that’s really that’s really encouraging. It’s empowering. And you should see just the I don’t know how to put it the energy, the the the feel. Everybody in the room explodes and cheers. And I’m like, it’s really something we want to see people do anyway. I think it’s important because like I said, it’s transformational. We give them tips. They can leave today and go back to their office and implement today. Um, and then we do follow ups with them, not just a one and done. I want to see how you’re doing 30 days from now or 90 days from now. What’s changed for you? What do your people say have changed for you? Right. That’s what’s going to be important. My, um, one of the things that I am certified in is, uh, EQ, which is emotional intelligence.

Yara Banks: And so I give assessments, uh, but not just for the individual leader, but also for teams, but also as a 360, which means your spouse if you want your family, if you want your direct reports, your peers and your bosses. What do people what does everyone think about you and how you’re doing? And that really gives you some perspective into things that you have an opportunity to improve, or areas where you’re doing really well. So all of that plays a role in like being a great leader. Like it really does. So there’s that. Um, besides leadership development, which is something that’s near and dear to my heart, um, we do all other HR stuff too, like the whole infrastructure piece. Um, we were just talking about the leadership development because I think that’s the biggest piece of it. I believe that’s the biggest piece because you could get all the infrastructure together. But if folks have no leadership, they don’t know what they’re doing. They’re not skilled. It’s all going to fall down anyways. So those leaderships help build that strong foundation that the infrastructure is built on.

Trisha Stetzel: Yeah, that’s absolutely true. So one, you guys, if you want to see Yara and her karate uniform, she you can go to her LinkedIn page. You just look up Yara Banks m b and you will find on her picture she’s wearing her karate uniform. She’s not wearing it today. She looks beautiful today, but she wasn’t ready to come be, uh, do lead like a black belt.

Yara Banks: I might have it behind me. I could always go.

Trisha Stetzel: I, I love this, so, um. Yara, I would love to take a little bit of a dive into the HR space, because I know you help small to medium sized businesses. And many of us who are small business owners, small to medium sized business owners may bury our head in the sand when it comes to HR because it’s scary to most of us, and you’ve been in that business for a very long time, and now you use your skills with small to medium sized business owners. So what would you say to the business owner who is terrified of HR? Just when you say it.

Yara Banks: Get help.

Trisha Stetzel: Mhm.

Yara Banks: I’m going to tell you to get help. Um, it is an area that a lot of people are afraid to touch, and it has to do with their level of confidence. Right. If you’re a barber, you cut hair really well, but you don’t do the other things necessarily. Well get help. If you are sick, you go to the doctor. If you have tax problems, you get an accountant, right? So go get help. Now people say, oh, it’s unaffordable or whatever. I promise you that. A couple of hours with a consultant like me is a heck of a lot cheaper than a lawsuit. I promise. Right. So, you know, get help to at least get the fundamentals. Like, at least get your your your handbook down. Get some forms. I work with the company who came to me. They had 50 employees in 12 states. Trisha. Wow. 12 states. Every state has its own employment laws. Okay. Right. 50 employees. They all work remotely, and they’ve been working for two years. No HR infrastructure. When I tell you she didn’t even have a job application. At all. Wow. So I had to reverse engineer an entire HR department for them to be compliant. I’d rather not do it that way, but I can if I have to.

Trisha Stetzel: And it’s okay. We have to start somewhere, right? Right. And some of us are starting from ground zero, and it’s absolutely okay to be at ground Zero.

Yara Banks: To work with Trisha, to be honest with you, because you can get that foundation and from the start and people don’t realize your HR foundation is where your culture comes from. Built off your core values, your mission and vision and why you got started. All of that’s part of your culture. So if you can start that as early as possible, you really need to have policies and handbooks and all of that established before you bring on even one person. You really do. So it’s okay. I like working with the smaller companies because it’s easier to make change. If I went into Amazon talking about, hey, we need to change your culture. You know how long that would take? You see what I’m saying? So really, it’s important to get it in early. And if you have started and you haven’t started perfectly or you have challenges or there’s some compliance issues, get an audit. There’s easy compliance audits that you can get. Get an audit to see where you stand, what you need to work on. But turning your back to it, not addressing it is going to cost you money, and it’s going to cost you more time in the long run. At the end of the day, as as founders and the C-suite, the owners. Right? Our job is to be working on the business, not in the business. You hear it all the time, right? So we need to be working on revenue generating activities, not necessarily managing people. And so if you have a handbook, your handbook should manage your people. It should tell you what to do in case. So if this happens or that happens you’re not losing sleep trying to figure out what should I do.

Yara Banks: You’re being consistent. Your policies and your and your cultures being consistently applied to everyone across the board. Because all I’m doing is what does the handbook say about that? What does my policy say about that? Okay, so you’re not running the risk of treating one person different than the other. You know what compliance is supposed to be. You know how you’re supposed to flow through different processes. So yes, get help if you don’t know. I mean, uh, I hate to say this, but even if you have to go to YouTube University, I hate to say it, but even if you have to do something to show that you’re trying to get it together, meet with consultants because most of I can’t speak for anybody else. For me, my initial conversations are free. I don’t charge for those. Okay. Just to kind of give you an idea of where you are and what you need to work on, because why I want to make it accessible to all people. At the end of the day, it’s not just you as an owner and a founder. You have a fiduciary responsibility to all stakeholders, and that includes your employees. That includes the people who help build your organization. Whoever you have loans out to, like you have to be successful, right? And even your family who helps support you through this? Those are stakeholders too. So you want to do it right. And then and then with that, think about the worst boss you ever had, the worst place you ever worked. And when you think about that, the next thing you want to do is not be that.

Speaker5: Mhm.

Yara Banks: Right. So get stuff in order. Get your house in order so that you can prepare, Prepare to bring more people on because you need those more people for growth, but you want them to stay. You want them to be loyal long. They want to feel valued. You want them to help you create this, this dream that you, that you’ve made. You want it to be a reality. And you need people to do that. So you they are your biggest assets and so they should be treated as such.

Speaker5: Um.

Trisha Stetzel: It I love that you say just ask for help. And so many of us are reluctant to do that because we feel, I think the mindset around that is that we are weak because we need help. It’s actually shows strength when we reach out for help, and it also shows knowledge that we are not know it alls. We’re good at what we do in our businesses, so we need people like you, Yara, to come in and help us with the things that we aren’t so good at. And by the way, you guys know judgment. Yah’s going to come in and have a conversation with, you know, judgment and where you’re at. And she’s going to help you get where you need to go. So Yara, if people are already interested in having a conversation with you, what is the best way to connect?

Yara Banks: They can connect on all social media channels. Um, our website is Binks ba bas business advisor. So Binks com so W-w-w binks.com or our phone number is (904) 345-0070. So any way you want to reach out, I’m happy to have a conversation with you. But I need you to know, like she said, no judgment. You have to start somewhere. Every little bit helps. And guess what? You as a leader are being watched. Humility, right? To say, hey, I need help. Honesty and transparency are key drivers of leadership success, and the people around you are watching that. That’s huge. It is. So, you know, go ahead.

Trisha Stetzel: No, please keep going.

Yara Banks: I’ll say I was going to say their their professional development. It is our responsibility to continue to learn. As long as we have breath in our bodies, we need to continue to learn. Everybody, I have a coach. Okay. I have a mentor. Everybody should have a mentor. Should have a coach, should have somebody who’s helping them. Because you cannot be the smartest person in the room. And if you are, you’re in the wrong doggone room.

Trisha Stetzel: This is why I love you, Yara. I know all, all of the listeners who know me well know that I say that all the time. You can. All of the people that you allow in your room need to be bigger, better, faster, stronger, and smarter than you.

Yara Banks: Absolutely.

Trisha Stetzel: Or you need to go find new friends.

Yara Banks: Exactly how can you grow and hold you accountable and hold you.

Trisha Stetzel: And hold you accountable?

Yara Banks: Yeah, I started a group of of girlfriends who were all on their own businesses. It’s called feet to the fire. I hold your feet to the fire. So we get together on a quarterly basis and. Okay. What are your goals? What’s your Q1 goal? Q2, Q3, Q4 what’s happening? How’s it going? What are your wins? What are your opportunities? So be able to hold each other accountable.

Trisha Stetzel: Absolutely. All right you guys you you know that I will put your contact information in the show notes. So all you have to do is point and click. Yara I also know that you have some events coming up. So tell us about those.

Yara Banks: Okay. So virtually we have an event coming up on October 15th called the Pivot principle. Right. What small businesses need to know in these uncertain times. So what is pivoting? When are you ready to pivot? What does that look like? How can we pivot? Maybe we don’t have additional resources. How do we pull it from inside and pivot. Knowing your customer, knowing what the market’s doing. All of that. So that’s one. And that’s free. That’s free to attend. And then the second one is called Workplace Peace in a World on Fire. Now that one is about conflict resolution. Think about the world we live in and everything outside the four walls of our office building, everything going on and it is being dragged into the workplace. Okay, so how do we manage that? How do we how do we, um, allow for some sentiment of you being yourself, but then allow for productivity and lack of conflict within the workplace? Now that one is, um, a fee of just $59 or we have a buy two get one free special that you can get for that. But that one’s October 22nd. And I think it’s huge, especially the world we’re living in. I did one similar to that about a year ago, and that’s when we just were dealing with Israel and Palestine. It was, it was it was that much into the workplace. Now add that on to Russia, Ukraine. A lot of the political stuff going on, everything else. And it’s in the workplace. And so how do we maintain peace when the whole world around us is in fire on fire?

Trisha Stetzel: I love this, thank you for bringing these amazing opportunities out. Yara, you guys, again, Yara is going to send me these links. I’m going to put them in the show notes. And you can also connect with her through DM or conversations as these are posted out on social. I know Yara will respond to you guys so that you can get signed up for those classes. If it’s okay, I’d like to circle back to where we began. Which is your lead? Like a black belt program. I heard you talk about the two two parts of your program that I’m really interested in, which is, uh, emotional intelligence and communication. I think this plays a role in everything that we’ve talked about today. Can we talk about the importance of understanding where we are with emotional intelligence, and what do we do with the data that we gather from that?

Yara Banks: Okay. So with emotional intelligence, first of all, it starts with being introspective, looking at yourself. What are my triggers? What? What things you know are my buttons that get pushed? And how do my emotions play a role in my decisions? Then look outward and try to identify the same thing for other people around you. You get to know you build rapport. You know people around you. Let’s talk about a team. Like in a work environment, okay. You get to know those people around you, and you know that Susie tends to be a little more sensitive. So if you need to give her feedback on her work, you’re going to you’re going to maybe shoot the breeze a little bit. How was the weekend? And then kind of ease onto it, right. But then there’s Stephanie, and she’s thick as thieves and she doesn’t care. Just spit it out. What do you want? Stopping me in my day. What do you want? And you just let her know what it is. So you have to have an idea about your people. And then you. You can identify how I can deliver. Talk about communication. Deliver information that will be received the way it’s intended to be received. Like I tell people all the time, you have to like, we talk about buy in. For instance, you talk about getting buy in. If I decide in my company that I’m going in, I’m going to pivot. I’m going to go in a different direction. And some of my team members don’t agree that that’s the right way to go. It’s okay as long as you understand this is the way we’re going. You understand why we’re doing it, how we’re doing it, and how it impacts you. You don’t have to agree agreements, not part of the requirement to understand. So there are some leaders that get in trouble because they’re trying to be everyone’s friends. Oh, we’re just like a family. That’s one of the ones that I know. Red flags all over the place. Right.

Speaker5: Mhm.

Yara Banks: Because we will let our family treat us some ways that we wouldn’t let strangers treat us. So if you say just like a family I guarantee you we’ve got problems I guarantee. Right. So, so with that being said, we’re too, you know, we know too much. I want you to have a rapport. But your employees are not your friends. They should not be your friends. There’s there’s a boundary that goes there. So when it’s when, like, I worked at a, at a client one time, they had a lady who’d been there for 22 years, but she only came to work on Fridays for three hours because that’s all she wanted to work. And they didn’t want to go ahead and cut, cut her and let somebody else work full time in that slot, because she only has two more years till retirement. We’re just going to let her ride it out, okay? You know, she’s she’s a widow now. She’s just like family. We’re just going to let her work three hours a week, pay her full time until her retirement.

Speaker5: Oof! Okay.

Yara Banks: That kind of stuff. Right? So we can’t do that. Oh, well, Susie doesn’t come to work on time. She’s late like an hour, almost three times a week. But she’s got kids. So many people have kids who come to work on time. Like, we have to be able to have those tough conversations, and it takes us and we’re not having them because of our lack of confidence.

Speaker5: Mhm.

Yara Banks: That’s why that’s why we avoid conflict is because of our own insecurities. And by the way telling someone about themselves. No I don’t want to say it like that because I’m just kidding. But giving someone feedback right. Constructive feedback. Yeah. It’s not a conflict.

Speaker5: Mhm.

Yara Banks: Conflict. The word conflict is has a negative connotation around it. Right. But to tell you as your leader that I need something different from you is helping you grow. That’s not conflict. So people say, oh, that’s conflict. I’m trying to avoid conflict. That’s not conflict. That’s your job. That’s your responsibility to help me lead and grow. So, Introspectively, what is it about me that’s blocking me? Where’s the barrier that’s stopping me from having these true, sincere, authentic conversations with my people? They’re going to help me grow, help my organization grow. What is what’s within me that’s stopping me? Is it fear of rejection? Oh, they’re not going to like me anymore. They’re going to think I’m picking on them. Is it fear of of of them? Of their response? They might get angry at me. You know what? What is it? Do you not have the skills to have communication in a conversation that might be sensitive? Then you need some training and it’s okay. You need training. It’s okay. The ability to make the the decisions that. Yes, Susie, who works on Friday three days a week, she’s gotta go. We appreciate her 22 years. But in order for this, for this organization to move forward, we need that full time salary to put somebody in there to get that production. It’s not personal. It’s business.

Speaker5: That’s right. All people.

Trisha Stetzel: Yeah. And all of those things damage the culture as you were talking about earlier. Right. Um, because the people. Yeah. That’s right. People on the outside looking in are going, well, they’re getting special treatment or you’re doing something different with that person. Well, why can’t I have some of that? And, um, I. Yeah. Okay. So are you going to have to come back? We have to have a whole nother conversation about hard conversations. Yes. I think this is a big deal. Uh, and I know we’re already out of time, but I’ve got one last question for you. You are a superwoman.

Speaker5: You have kids, you’re homeschooling.

Trisha Stetzel: You run a business. You have you have this beautiful multiple programs. But this beautiful program lead like a black belt. You’re doing events. You also are a champion in this fun thing that you decided to do just a couple of years ago. Karate. How do you do it all? How do you balance everything? And what advice would you give to the women out there who are listening, saying, I could never do all of the things that Yara is doing?

Yara Banks: First of all, never compare yourself to someone else, okay? That’s number one. Number two, it is not a balance. It’s in harmony. It’s a harmony. Okay? So some days I’m in my office till 9 p.m. and I get to spend the time with the kids and my husband the way I want to. Or I miss out on the movie night because I’m in here working. It’s. It’s in harmony. You have to have the support of your family so they understand the main goal. Your why of what you’re doing has to be so big. My, why is if my six kids can watch me build something out of nothing, then they know they can too. And that’s big enough to keep me going, right? I do my karate as a way to do my. For me, that’s my self-care. Um, I try to incorporate the family members into the different things that I do like, if especially we do also a lot of community service at banks. So like hurricane comes, we will load up a U-Haul truck and take it to wherever it needs to be. And we do back to school drives and all that. I incorporate the kids and my family into those things so that they are still spending time with me. Um, but don’t let it be a barrier that because you’re a mom, you still can’t go be great. You can still go be great. Um, as a mom, even as a single mom, you could still go be great. Um, and so I want to encourage people to not let that be a barrier. And if you have that barrier and get a piece of wood and smash it, I was looking for a piece of wood and smash that barrier, because it is not something that’s going to hold you back unless you let it. Your only limit is your mind. Your limit is your mind.

Trisha Stetzel: And who’s in your room?

Speaker5: Yes. Yeah.

Trisha Stetzel: Because you need that support. Oh my gosh. Yeah. This has been so much fun. Thank you so much for joining me. I can’t wait to have you back. And I want to talk about having hard conversations.

Speaker5: When you come back. Absolutely.

Yara Banks: Absolutely.

Trisha Stetzel: Tell everyone how they can reach out to you in the best ways to connect.

Yara Banks: Sure. All outlets on social media, Facebook, LinkedIn, um, Instagram. I think we have a TikTok now. I’m excited about that. We do have YouTube, so there’s videos where you can see me breaking stuff if you like. Um. Um. Phone number is (904) 345-0070. And, um, our website is ww.com. And for those of you who like to read, I do have a book, my second book out called The Executive Blind Spot How misalignment with HR can, um, impact your Bottom line. So all of that’s available, um, for you guys as resources and tools. And I look forward to speaking with you again, Trisha. I look forward to speaking with members of your audience. I really am truly humbled to be a part of the show today.

Trisha Stetzel: Thank you. It’s been my pleasure. Can they find your book on your website, or do they need.

Speaker5: To go to another.

Trisha Stetzel: Outlet?

Speaker5: Okay, fantastic.

Trisha Stetzel: So you guys go right over to Yara’s website to find all of the resources that she’s talked about today. And of course, I will include the event resources as well in the show notes. And you can go to Bnc’s NBA.com. Or you can find Yara on social y a b a n k s m b a. That’s specifically on LinkedIn. Yara, thank you again for your time today.

Yara Banks: Thank you Trisha I appreciate it.

Trisha Stetzel: That’s all the time we have for today. If you found value in this conversation that I had with Yara, please share it with a fellow entrepreneur, veteran or 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.

 

Tagged With: BNX Business Advisors

Dr. Jacopo Iasiello with Luxury Wealth Group

September 26, 2025 by angishields

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Dr. Jacopo Iasiello with Luxury Wealth Group
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Jacopo

Jacob-IasielloJacopo Iasiello is the CEO and Founder of Luxury Wealth Group, a globally respected entrepreneur, and a shining example of turning adversity into prosperity.

Born and raised in Naples, Italy, Jacopo’s journey began with entrepreneurial inspiration at the age of 11 and took a dramatic turn after a promising soccer career was cut short by injury. Undeterred, he founded a thriving international jewelry business at 18, which led him to explore the world in search of diamonds and gold.

By 22, Jacopo shifted his focus to real estate, quickly establishing himself as an expert in flipping properties, cash flow strategies, and building wealth through smart investments. His reputation for closing high-profit deals opened doors to elite networks of high-net-worth individuals and investors, shaping both his business acumen and mindset. Healthy-Rich-and-Happy

Jacopo holds a PhD in International Business Management and has trained with global icons like Tony Robbins and Robert Kiyosaki. His holistic philosophy is embodied in his proprietary M.P.B.E. Method—Meditate, Morning, Pray, Biohacking, and Exercise—which bridges the gap between personal growth and financial prosperity.

With over 350 real estate transactions completed, he has achieved true financial freedom and now teaches others to do the same.

Jacopo’s story is not only about achieving success—but about inspiring others to do the same with authenticity, strategy, and heart.

LinkedIn: https://www.linkedin.com/in/jacopo-iasiello-50936244/
Website: www.healthyrichandhappy.com

Transcript-iconThis transcript is machine transcribed by Sonix

 

TRANSCRIPT

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

Trisha Stetzel: Hello, Houston. Trisha Stetzel here bringing you another episode of Houston Business Radio. Today’s guest is Jacopo Iasiello , real estate investor, entrepreneur, and author of healthy, Rich and happy. Originally from Naples, Italy, Jacopo’s journey has taken him from launching a jewelry business at 18 to flipping properties to completing over 350 real estate transactions on his way to financial freedom. Along the way, he studied with leaders like Tony Robinson and Robert Kiyosaki, and built relationships with billionaires and millionaires that shaped his perspective on business and life. His may P b e. Method. Meditate, morning, pray, biohacking and exercise combines personal growth and financial success. Today, he’s here to share how real estate mindset and holistic practices come together to create true wealth and fulfillment. Jacopo, welcome to the show.

Jacopo Iasiello : Thank you. Thank you for inviting me to the show. I am super happy to share my knowledge and whatever I have in my heart, in my mind, to give to your audience and enlighten other people in business and from the heart to the internal part.

Trisha Stetzel: Okay. Beautiful. I’m really ready for this. I know when we spoke last week, I was very excited about the holistic approach that you take. First, tell us a little bit more about you.

Jacopo Iasiello : Yeah, like my story is a story of, uh, you know, the capacity to really young age, to have big desire. And I growing and I grow up in a loving family in Napoli, where I come from. Uh, my first part of my life, you know, is, uh, I dream to becoming a professional soccer leave my house a really young age and stay for a long time in other city in Italy to try to becoming whatever. I have my dream at that time to become a professional soccer. But unfortunately, I’m a big injury changed completely. The, the direction of of my life now is I don’t see any more, uh, like a big stop because how you know, life is a big map when you see, uh, for, you know, many years in your life, uh, you understand why something happening and something happening. Because I have this creativity inside me, and I need to bring more to the, uh, to people, to the business. And for this reason, I 18 years old, without any experience, any knowledge, any background Economically, family wise. I starting one company in Italy in the jewelry space with the money from the government and from over there after different mistake.

Jacopo Iasiello : I make this company multi-millionaire success. More than 20 shops I open in Italy create another company with a multi-million success in the same space, starting at 22 years old in Italy to invest in real estate, moving for the only reason to the desire to moving to have more in United States, to create more. Because my business lose revenue and I want more. I don’t want to be too. If I already becoming multi-millionaire at 28 years old, I want to have more. I want to create more. And for this reason, I moving in United States with a lot of pain, sadness and a lot of frustration. From this kind of moment, I developed some kind of method I utilize now every day. The method is MPB and now I do more the 400. You know, my bill is remaining, uh, you know, a couple of months ago in, in the Philippines. I create my portfolio of cash flow where I travel the world. And I am a creator of one editorial in Forbes called American Now, where I bring idea and business to entrepreneur in Italy, and I interview billionaire and multi-millionaire, where I coming from a friend with them and create business relationship.

Trisha Stetzel: So as you have built those relationships and had those conversations with these billionaires and millionaires along the way, what’s one mindset shift that you gained from those conversations that’s really changed the way you see success today?

Jacopo Iasiello : Yeah, I depend you know, what we have, in our mind when we are, you know, uh, positioned ourself and we downgrade knowing the in a good way because people they have more money or they are billionaires, they don’t they don’t means they are better of other people. They don’t have they have the other focus in, in business. But in reality, the majority of people I interview and with, uh, some of them in particular, three I am really friend, uh, you know, they are something special they think about outside the box. They are not scared about the judgment of other people. And they are try, uh, you know, with intention plus attention to create something more, not only for their, uh, only, uh, their interest, but to really enlight with the business, other people. And now I realized something. The big difference in life is, uh, the purpose you have when you go through your journey. A lot of people, unfortunately, they want to create something big, but in reality during the day they are frustrated. They are anxious. They don’t know. And this kind of emotion is in every human being. The big people, the people, they create big success. They are people. They know how management, this kind of emotion and they go through and they do action every day to bring the dream they have in their mind, in their reality. And this is what I feel with this billionaire. And they are really people they make every day action. And they they don’t feel the rumor around them. They have the vision clear. They have the clarity to go directly to the point they want.

Trisha Stetzel: That’s beautiful. And I love this holistic approach you have. So since 18, you’ve been working and trying to be successful and have become very successful in business. But you also understand that there’s some personal development that has to happen. So how do those two things, personal development and business development, actually come together to create this holistic success for you?

Jacopo Iasiello : Yeah, I think so. Like the both, you know, we have 12 aspects in our life. And unfortunately, uh, you know, a lot of people of my age, I have 41, uh, you know, we grow up with an idea where you need to be a man is a man, uh, you know, only egoistic, uh, need to do business. Business is business. Yeah. But in reality, you possibly you need the buildings around your business. Because if you don’t build something around your business, you will arrive at one point where you missing some part of your life. And I believe, because I am, uh, real, really concrete human being to have the quality of life in 12 aspect. It means I focus in business the majority of my time during the day, but I formalize the relationship in love, in friendship, in family, and the other in career, in another aspect of my life. Because what’s happening, a lot of people, they forgot one of this aspect, and when they realize they’re missing some part of their life, they have like 3 or 4 divorces. They lose the family, they lose friendship, they lose everything. In reality, the most successful people is people. They create not only business, but they create the business. Plus of quality of life.

Jacopo Iasiello : Quality of life is means have no balance. I don’t like this word balance, but energy in the other aspect of their life where they bring this energy in business, where they create more and uh, touch other people life. Because I believe in something so important. I believe in holistic aspect. What this means now I believe in create energy first from inside every day in the morning and go outside to create abundance. Because without external abundance, everything we have in mind don’t really mean nothing because we don’t possible touch other people’s life. But if we create this combination where the internal part go out and create more beautiful thing, this beautiful thing possible, touch other people. If you are good art, if you are an a good entrepreneur and a businessman, you create more money for you, your family. You possible touch other people in your community. You possible touch other human being during your day because you have more possibility to touch other people. Otherwise, if you don’t have the possibility to pay your bill to don’t you know to have struggling the every day, you don’t have no energy and no possibility to really enlighten the human being only with the word, but with no action, you know.

Trisha Stetzel: Mhm. That’s beautiful. So what was I can tell all of the passion that you have around personal development and business development. And I like to know what inspired you to write a healthy, rich and happy?

Jacopo Iasiello : Yeah, because I believe in for way how create uh, you know these three words and I know only believe. But every day I maintain this three word I working in this three word. The reason why I come out with this idea. Because in my, uh, when I grew up, I grew up in a loving family, but with a lot of difficult around me. I have people they go in the different direction of respect in my life that they utilize drug. They, uh, go in in different way, in different aspect. And when I grow up, thank God my family give me my face, the correct direction, the correct, the correct way. But I need because nobody give me nothing. Uh. Build something with my mind, my body and the divine source. I believe every day. And what’s happening when you build something. I believe in each aspect of our life. We have four ways to create this. First of all, research. Second of all, grow in what we research. Third of all, we do action at the four part contribution. This book coming because I want to contribute to other people to understand becoming healthy, rich and happy is possible, is achievable. And if you’re working every day with intention plus attention with a clear strategy, how to generate energy in your body, your mind and how through real estate. What I am expert. What I do every day in my life. You possible really becoming wealthy because wealthy is a process where you go through with simple, uh, clear aspect to generate energy in your mind, your body and to go with action in the direction of what you want.

Trisha Stetzel: Mhm. So I know people are already wanting to connect with you Iacopo. So what is the best way for people to find out more about you or even connect with you.

Jacopo Iasiello : Yeah. First of all, you know I need to ask something because, uh, I, you know, my main goal is to sell in my first year, more than 18,000 book. And with the only reason I don’t make money in this book, I, uh, I donate all the money to one association over here in Miami called Hermano de la Calle, where I already help them with some of my property where I give the best price respect to the market. Uh, and this will money will give to them. But the second aspect I believe this book really possible change mentality, give practical action to the people they really believe in this three word and the possible. Find the book in Amazon and I really, uh, suggest with all my heart this book possible change, uh, your way to really create action with something concrete. This method is a method changed my life. A real estate change completely. My quality of life, the capacity to travel the world and everything. And it’s possible for everybody. And I share inside this book called this information. They possible find a book in Amazon. Uh, in with healthy through my book through my website healthy rich and com and a possible connect through my uh, Instagram in Jacopo investor broker where I share, uh, you know, knowledge about real estate, information about the article I wrote for Forbes, uh, and real estate aspect. You know, the part I believe, uh, I this part possible change people’s life.

Trisha Stetzel: That’s beautiful. And thank you for sharing that. All of the proceeds are going to such an amazing organization. So if you’re looking on Amazon, you can either look for healthy, rich, and happy, or you can look up the author’s name. Jacobo j j c o o. Last name is I a s I e l l o. You guys can find him there on Amazon and know that all of the proceeds are going to that amazing organization. I will also have the links in the show notes so you guys can point or click if you’re watching this show from your computer. Uh, Jacobo, I would love to learn a little bit more what you want to share about the MPB method that you’ve written about in your book?

Jacopo Iasiello : Yes. Um, like this method is something is not a external method, but is how I am right now. Because how, you know, uh, whatever you do for more, you know, the 20 to 30 day, whatever is the case becoming your habit, uh, you know, your part. And this method now is I do every day when I wake up at 430 in the morning. I do, uh, you know, the M is for morning and meditation. I wake up early in the morning and meditate. I take time to reflect. I utilize mantra to calm down my mind. When I wake up and, uh, the other two. Second pillar is called pray. Because I believe how is important now to connect with the divine. Whatever is your belief. If you believe in God, if you believe in, uh, you are Hindu, you are in Jewish, you are Muslim, whatever is the case. But the important part is do the correct, uh, you know, connection with the divine. Now think about something. I grew up in a Catholic family. I remember, like my grandmother and grandfather, I loving them, uh, you know, they teach me how to pray, but they don’t teach me how to connect. This is the different. And now I understand why. Because when you want to create something more in your life, you need to connect with the Divine Source. Whatever is the whatever you believe how you connect. First of all, I pray for something. For somebody with a clear intention to save something or somebody or some situation around me or in in the world, whatever is the case and after with the same clarity, I visualize and I ask to God what I need to do during my day, what I need to do with the clarity of visualization where I see all my day, all my interview, all my, uh, you know, capacity to negotiate the deal with real estate, whatever is the case.

Jacopo Iasiello : And this one is the second aspect where bring me the energy and the third one I utilize different device biohacking. And this is another word. And the fourth one is exercise. I utilize correct exercise for my age, my body, my quality of of of my body. Plus I integrate with the correct supplement. And this is a really, uh, you know, big, uh, bomb of energy. I create this 1 in 1 hour of my day, and after I’m ready, uh, you know, early, uh, respect other people to have the possibility to utilize in the correct way my day. Because for my case, I’m working really good until 2 p.m. and after my energy go down. But for 430 in the morning around, you know, noon one, I have this energy and I’m really focused. And this one, give me this method, give me really the possibility to achieve new result, new opportunity and go through the motion. Everybody will go. Frustration, sadness, uh, insecurity, whatever is the case. Because everybody we have this with the majority source of energy.

Trisha Stetzel: Yeah, I love that. I was listening to one of your other interviews, and I heard you say you get up at 430 and I said, yes, this is amazing. I found this space for myself when I get up early that I have time to reflect and prepare for the day, instead of just rolling right into someone else’s meeting. Uh, and I love this. So what? What is. I heard you talk a lot about action, and that’s really where the rubber meets the road is taking action. So as you think about your book and this method, what’s one piece of advice that you could give to the listeners around just taking action. What’s that one step they could do or take to get started?

Jacopo Iasiello : First of all, you know, I believe I will give you one, uh, in the holistic aspect to great energy, one in the business, because I believe in this two part connect together. The one started to meditate soon is possible because meditation is free. You don’t need to pay anybody. It’s go to the source of yourself where you have. You find the creativity, where you find opportunity, where you find, uh, connection. Everything is inside you. But meditation, in particular, transcendental meditation, when I do engage completely in my life, is the place where you find wherever you need to build your life in the correct way. And meditation is the first one. The second aspect is starting to invest in real estate as soon as possible because real estate, whatever is the economy or the market or the situation, is the most powerful place to becoming wealth and multimillionaire. Why? Because you have the possibility to leverage what you buy. You have the possibility to buy something without money. You have the possibility to Or really add the value to investor like me or private lender to add the value when you create a build, some source of deal for them means these two aspects will change completely. Your life. And if you started to working in this two aspect, nothing coming from one day to another one. But if you apply for one year and working really hard in yourself and in real estate, whatever is the economy, you will really have a different quality of life.

Trisha Stetzel: That’s beautiful. Two things that we can do right away. What would your advice be around meditation? Because I’m thinking there may be some listeners who heard what you said, but they don’t know where to start when it comes to meditation.

Jacopo Iasiello : I think so, like meditation, you know, I really believe in the, uh, in the Maharishi. Maharishi is You know where I learned the meditation? Transcendental. Uh, and the something is a really, really good, uh, here in the United States, but in other parts of the world, because it’s the only intention is to deform this powerful method, what it means if you have the possibility. No economic because it’s the cost is really, uh, nothing. Uh, but I really believe this kind of meditation, the transcendental is the more easy. And I will share. Why? Because other kind of meditation, they give some kind the way to think about to do something. In this kind of meditation, you need only repeat the form of mantra where you go deeply, automatically when listening your mantra with your word in your mind, and soon or later you will find some kind of emotional sensation where you will be in a place where your heart will be in peace. Your mind will be in peace. And in this moment. And it’s not nothing theory, but scientific is proved with a lot of documents from university. And I explain in the book where why meditation is so important, in particular transcendental meditation, because you go to your source, you go to your place where I every time try to share this analogy, is the place where you go in a beautiful lake, where you have the possibility to see your face in the lake with clarity, without any kind of, you know, the wind or any kind of turbulence in, in, in your life.

Trisha Stetzel: Mhm. Wow. Okay. So method morning. Pray biohacking and exercise alongside of being great at business. And you talked about real estate. So for someone who wants to start building wealth through real estate because they heard you say this is a really great place to get to, to play in, right? Um, but they want to have a balanced life as what you’ve described. What’s the first step that you would recommend they take when it comes to real estate investment?

Jacopo Iasiello : I think the real estate now, you know, think about when I arrived in 2011. I don’t speak English. I don’t have any kind of connection. I don’t know how it’s working. The tax, nothing over here. And I need to learn like a baby. Like learn and cry like a baby. Because I’ve been, uh. I remember, like, one, uh, one day I don’t have the possibility to connect the light in one in my first apartment, uh, in Brickell. Because the other, uh, part. They don’t understand me because I don’t speak English. I try to connect and they read through Google Translate the word. Now, uh, you are in the most beautiful country called United States of America. This country give opportunity for everybody. The possibility to start in real estate is really easy. What you need to do, first of all, learn. And you have a different, uh, aspect to learn through book. For example, if you buy my book, you will learn a lot how I find opportunity, how I find deal, how I find the website to find opportunity, how I find people help me to find opportunity through YouTube. You have a lot of good information and you know, after you need to be practicable action person. What this means, whatever you read, you need apply. And when you started to apply, the real estate is the one place where you don’t need the money. I will repeat at infinite you don’t need the money. What you need is find opportunity. This is the most important I believe and I know only believe, but I study from this multi millionaire and billionaire.

Jacopo Iasiello : Why the three part of our life is so important. We have time, we have knowledge and we have money. If you have knowledge and time, you possibly utilize this time and knowledge to serve somebody. Have the money. My first experience in real estate is starting from, you know, utilized sun my money. But during other kind of opportunity I bring to other investors because I don’t have my own money to buy something. And this is how it’s working. Real estate means find the opportunity and the knowledge to understand real estate is really possible through book and through, uh, you know, a lot of information you find in, uh, YouTube or everywhere and after do action, practical action, find opportunity is calling real estate bird dog means people they find this opportunity bring to somebody like me an investor or money lender. Uh, and you know, they possible like, if they do some kind of deal with me like this, they will take one, uh, you know, percentage of the opportunity or if they want to do for theirself, the United States give one of the most beautiful opportunity receive money to go to Harmony lender. People lend the money with high interest, without have any kind of credit or nothing. Why? Because when you find opportunity, people will give you the money and will give you because they believe in what you do and they believe they will make money on you you know.

Trisha Stetzel: Mhm. Yeah, absolutely. It’s all about opportunity and taking action on that opportunity. Right. All right. Yeah. Uh, doctor Iasiello your book again. Happy or excuse me? Healthy. Rich and happy. You want to sell? Did you say 18,000 copies? Is that the goal?

Jacopo Iasiello : Yes, it’s my goal.

Speaker4: Okay.

Trisha Stetzel: All right. We’re going to help you do that. 18,000 copies. You guys go out to Amazon, look for healthy, rich and happy. Or you can look up Doctor Masiello’s name and you can find him as the author there. So as we wrap up today, if you could leave the audience with one piece of advice on how to live all three of those at the same time healthy, rich and happy, what would it be?

Jacopo Iasiello : Yeah, first of all, you know, create one good routine in your life because you have two options in life good routine or bad routine. The bad routine will bring you in the opposite direction to what you want to go. The good routine, like a method I share with you. Like a way how really working in your day will bring you to the correct life and the correct capacity to generate this reward. And after I want to share with you something to have this three word every day in your life healthy, rich and happy. You need to be realistic. You need to understand like it’s so important. Not the final goal, but the journey. You will go through this final goal. Because when you arrive at the final goal of year after you achieve, you will tell to yourself when you see in the mirror and that’s it. This is what is. Life in reality is important. The journey, the moment where you are sad, the moment you are frustrated. The moment where you try something is not working and over there is where you build your healthy, rich and happy life because you will go through this emotion and you will have some source of good routine. They bring new energy in your life and they will bring new opportunity and new business because this is how life is going. When you have good routine, you will have good life and you will becoming or you will be healthy, rich and happy. If you have bad routine, you will go in the opposite direction where nothing will, uh, have, uh, distributed in your life.

Trisha Stetzel: Beautiful. Thank you so much for being with me today. It has been my pleasure to host you. Uh, would love for anyone who’s listening today to go out. And please buy this beautiful book, healthy, Rich and happy. And tell us again who will be receiving, uh, all of the money from the book sales.

Jacopo Iasiello : Yeah, they will receive a, like, for, uh, you know, an association called Hermano de la Calle is an association over here in Miami where how I share before, I believe now. And this is my main goal to create a fund of, uh, you know, where, like, uh, working on some project of real estate. I already have in mind. I already working with some city over of here in Florida, where I don’t only invest in real estate, but in real estate and make money in real estate. But but where my real estate work will impact other human beings. And I believe real estate is so important because if you think about, uh, when you go back to your house, your house is your nest where you will have your energy, where you, you know, receive the energy for the house. And I have in mind to bring to the world the same concept of real estate, where, you know, the person will go in the house and leave their house, not only leave their house, but they be recharging their house because they will receive from sound, energy, light, uh, book uh, and other AI tools. Uh, the possibility to really recharge, uh, battery and mind.

Trisha Stetzel: That’s beautiful. Thank you again for being with me today, doctor. Jacopo. Yes. Yellow. It’s been wonderful having you today.

Jacopo Iasiello : You’re really welcome. I really appreciate it, and I hope so. This conversation will bring, uh, in people, life, new idea and new possibility to create more and to share more with other human being.

Trisha Stetzel: Beautiful. Thank you. And that’s all the time we have for today. If you found value in this conversation, please share it with a fellow entrepreneur, a 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 step at a time. So stay inspired, stay focused, and keep building the business and the life you deserve.

 

BRX Pro Tip: The Right Guests Turn Into the Right Clients

September 26, 2025 by angishields

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BRX Pro Tip: The Right Guests Turn Into the Right Clients

Stone Payton: And we are back with Business RadioX Pro Tips. Stone Payton and Lee Kantor here with you. Today’s tip, Lee, very specific to our business, the mechanics of running an effective, productive, profitable studio. But the bottom line is that, the right guests turn into the right clients.

Lee Kantor: Right. I mean, this has been proven time and time again. If you invite the right guests, they’re going to turn into right clients. Just rinse and repeat, and do this relentlessly over time, and then you’re going to have a successful studio. If you’re not getting the result that you want out of your studio, it’s the guests. Invite different guests. Try inviting guests from different niches. Niches that have proven themselves to be good clients in our system have been professional service providers like consultants, business coaches, commercial real estate brokers, commercial bankers, wealth managers, I.T. providers, business to business sales people that have a local client base, payroll providers, CPAs, printers, business association. Those are all places to look.

Lee Kantor: But if you’re not getting the result, really analyze your guest flow. If your guests aren’t people that can afford you, that can’t benefit from your service, then try inviting less of them. I’m not saying to invite none of them. Just invite less of them. And focus, you know, the 80/20 rule, 80 percent of your guests should be guests that are prospective clients of yours and 20 percent can be everybody else. But if 80 percent of your guests are people that aren’t going to end up writing you a check, then that could explain why you’re struggling.

BRX Pro Tip: 5 Ways to Capture B2B Sales Prospects Online

September 25, 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, we’ve had some success with this, and I’d like to share whatever ideas we can on capturing B2B sales prospects online.

Lee Kantor: Yeah. Your sales prospect’s attention is fleeting, and it’s hard to elegantly get in front of people online because we’re just kind of jaded now. We’re just getting hammered by people that are spamming us. And it’s so important not to do this as a blunt instrument. Just because you can access people online doesn’t mean that you just hammer them with communication.

Lee Kantor: So, here’s five ways to get your sales prospect’s attention online that’s not by spamming. First is you got to personalize your outreach. I mean, these mass mailing spams that are talking to everybody, they just don’t work. And I’m just tired of seeing contact to me that’s saying “Hey, first name.” You know, they don’t even know my name. Like I’m in some sort of a mail merge that they’ve incorrectly formatted. So, the only thing I’m seeing is first name because they don’t know who I am.

Lee Kantor: So, you got to personalize your outreach. Don’t spam anybody. Talk to people individually to try to build a relationship. I know this stuff, it’s getting away from using automation and scaling. But sometimes when you’re starting out, you have to do things that don’t scale. So, don’t be afraid to just be patient and methodical and personalize your outreach if you want to reach people.

Lee Kantor: Secondly, you got to reply quickly to any inbound lead because speed matters. Speed shows that you care. Speed shows that you’re not using automation, that you’re actively monitoring things, and you’re jumping on opportunities when they present themselves.

Lee Kantor: Number three, the deeper you have an understanding of your niche’s problems, the quicker you can address their pain points. So, it’s important to really understand and talk about your prospect’s actual problems.

Lee Kantor: Four, use anecdotes and stories to paint a picture of what their future would look like using your solution. The more social proof you can use and create that actually identifies pain points and ways you’ve helped solve those problems for others, the quicker you’re going to get to a sale.

Lee Kantor: And lastly, make actionable recommendations about their problem and your solution if possible. And tell them the truth about the best solution, whether it’s with you or somebody else. You shouldn’t be really trying to sell hard your solution. You should be trying to help people solve their problem. And if they can use your solution, fantastic. But if they can solve their problem without you, let them know that, too, because then you’ll be helpful and you’re going to get referrals from them down the line.

Lee Kantor: So, you’re not always trying to sell somebody something. You’re trying to help somebody solve a problem. And if it’s with your solution, great. If not, great, too, because you’re just going to be helping somebody and that’s always a good thing.

Should Your Goalposts Shift Over Time?

September 25, 2025 by angishields

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BRX Pro Tip: Find a Marketplace

September 24, 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, today’s topic, today’s tip, find a marketplace.

Lee Kantor: Yeah. This is something if you can do this well, this can really take your practice to a new level and make your life a lot easier. Because what you do when you find the marketplace of resellers to plug your product or service into, you are really getting a whole team of salespeople out there selling what you have.

Lee Kantor: And in order to do this well, you have to kind of productize your offering and have something that’s simple and clear for this reseller to sell to their clients. And if your service is too custom it’s hard to do that. But if you can create a product or service that is simple that somebody else can easily understand and communicate to another person, then you have a chance to really leverage this marketplace strategy.

Lee Kantor: Now, at Business RadioX, we have the ability in our local markets to leverage other B2B marketing, advertising, or PR firms, because those firms typically don’t have access to what we do every day. We are experts and our studio partners are experts in using radio, podcasting, audio for business development and content creation, where most agencies are not able to do that. Especially with the skill that we bring to the table and have access to a platform where we can publish and host and really help them offer this to their clients in a really efficient way. And they could white label our services or they can bring us in and use us as subject matter experts, because we don’t really care either way.

Lee Kantor: But that can really help our studio partners leverage all those marketing folks in their local market by creating an offering that those people could then sell to their clients and thus use us as the deliverer of those services. So, if you can figure out a way to join a marketplace in your industry or in your market or wherever you are, that could really help you grow your practice by having other people sell some of the services you offer on your behalf.

BRX Pro Tip: Set Fees Based on Value

September 23, 2025 by angishields

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Stone Payton: And we are back with Business RadioX Pro Tip. Stone Payton Lee Kantor here with you. Lee, let’s talk a little bit about establishing fee structure. How do you go about setting pricing, fee structure?

Lee Kantor: Yeah, it’s funny, especially in professional services. To me, the only way to do it is to determine the value you’re providing, not the activities you’re doing. The tasks or the time you’re spending on something shouldn’t really be part of the equation when it comes to setting fees. I think the clearer you can make your case regarding your service in terms of the value you’re producing rather than the time it takes you to do something or what your service is the way to go here.

Lee Kantor: Remember that fees are determined by value, and if your prospect believes you can deliver that value, then the price really isn’t relevant. If it makes sense, if they know that you’re going to deliver $5 of value for every dollar, then it doesn’t matter what you charge because they believe that you’re going to outperform your fees. They’re going to be making money on your effort. So, you know, Seth Godin says “Price is a story,” and I’m a big believer in that, that as long as you have a good story, and you have evidence that you can deliver, then you set your price to what you want to sell your price to, and then just kind of explain the value, and then your prospect believes you are not.

Risk AIQ: The Game-Changer in Predictive Risk Intelligence

September 22, 2025 by angishields

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Risk AIQ: The Game-Changer in Predictive Risk Intelligence
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In this episode of Greater Perimeter Business Radio, Erik Boemanns interviews Ron Johnson, founder of Tacilent.ai. Drawing on his national security background, Ron discusses Tacilent.ai’s Risk AIQ platform—an AI-native solution that transforms risk management from reactive to proactive. Risk AIQ delivers real-time, financially quantified risk intelligence, helping organizations anticipate threats and make informed decisions. The conversation covers the evolving risk landscape, the importance of resilience, and practical advice for entrepreneurs.

Ron-JohnsonRon Johnson is the CEO/Founder of Tacilent.ai, an award-winning startup pioneering AI risk and decisioning platforms, with over 20 years of experience in risk, data analysis, and intelligence across public and private sectors. Prior to founding Tacilent.ai, Ron served as a Senior Global Technology and Cybersecurity Executive at Ernst & Young LLP (EY), where he built a $125M book of business over two years and created the intelligence and data analytics team.

At EY, Ron’s work was transformative, helping to evolve Fortune 50 companies and leadership teams. His achievements earned him multiple leadership awards, making him a go-to executive partner for many EY clients. Before his tenure at EY, Ron was a Global Intelligence Chief for the Federal Bureau of Investigation (FBI), focusing on intelligence, large-scale data analysis, technology, and risk prevention. During his time at the FBI, he received the FBI’s Medal of Excellence, among other awards.

Ron also served as a Senior Special Operations Intelligence Officer in the U.S. Army, completing combat tours in Iraq and the Horn of Africa. He holds a master’s degree in Cyber Threat Intelligence from American Military University and is a Harvard Kennedy School Senior Executive Fellow. Tacilentai-logo

Ron was recognized with the Young Alumnus Award from Tennessee Technological University, where he currently teaches courses, he developed in cyber and AI. He also serves on the Technology Association of Georgia’s Data Science and AI board.

A former University of Tennessee football athlete, Ron grew up in the Southeastern United States and is passionate about helping others, his family, motorsports, riding his tractor, and sporting clays.

Connect with Ron on LinkedIn.

Episode Highlights

  • Introduction to Tacilent.ai and its mission to enhance risk management through actionable intelligence.
  • Overview of the Risk AIQ platform as an AI-native risk intelligence solution.
  • Shift from reactive to proactive risk management strategies.
  • Importance of quantifying risk in financial terms for better decision-making.
  • Evolution of risk management to include a broader spectrum of threats beyond physical risks.
  • Discussion on the significance of predictive intelligence and warning analysis capabilities.
  • The role of AI in continuously improving risk assessment and management processes.
  • Emphasis on responsible AI practices and data privacy in risk intelligence solutions.
  • Insights on the challenges faced by organizations in articulating the value of security investments.
  • Advice for entrepreneurs on resilience and leveraging available tools for business success.

About Your Host

Erik-BoemannsErik Boemanns is a technology executive and lawyer. His background covers many aspects of technology, from infrastructure to software development.

He combines this with a “second career” as a lawyer into a world of cybersecurity, governance, risk, compliance, and privacy (GRC-P).

His time in a variety of companies, industries, and careers brings a unique perspective on leadership, helping, technology problem solving and implementing compliance.

Connect with Erik on LinkedIn, Substack and Medium.

Transcript-iconThis transcript is machine transcribed by Sonix

 

TRANSCRIPT

Intro: Broadcasting live from the Greater Perimeter. It’s time for Greater Perimeter Chamber Spotlight. Now here’s your host.

Lee Kantor: This episode of Greater Perimeter Business Radio is brought to you by Mirability with their new compliance Exo service taking you from it risk to it reward. Now here’s your host, Erik Boemanns welcome.

Erik Boemanns: Thanks, everybody. I am have a great guest today very much aligned with the the compliance exo that you just heard about. But from a from a different perspective a different angle. He is Ron Johnson from Tacilent.ai. And if I said that wrong please correct me but want to maybe just start. Tell us a bit about yourself and then kind of from there, what led you to found the company?

Ron Johnson: Yeah. No. Thanks. Erik. So, uh, the main reason behind the company is that we want to be able to provide clarity and chaos. And so, in the 21st century and 2025, there’s so much going on around the world, both internally to organizations and externally. And we want to be able to have basically that source of truth for organizations to be able to understand the what, the so what and what to do about it. And so just from my national security background, whether it’s been from my time in the FBI or in the military, deployed in Iraq or in Africa, or spending time at E! I’ve always turned data into actionable intelligence. And that’s really what we want to be able to bring to our commercial clients, is basically bringing that national security grade level of decision ready intelligence to be able to make informed decisions as quickly as possible and disrupt the status quo when it comes to how you manage risk and moving away from just managing it to a point of resilience. So instead of reacting to getting to a point of predicting.

Erik Boemanns: Got it. Yeah. And I think your background is has so much focus on risk management through the different careers that you had. Right. So it makes total sense why you would bring that approach here. So you have a new platform risk IQ. And so what is that doing to meet some unmet needs in the market. What what makes it different.

Ron Johnson: Yeah. So the biggest thing is so typically enterprise risk management solutions or risk intelligence. If you put it in that category those tools require 25 plus clicks. And you’re looking at multiple different modules and you’re really just managing a workflow and dashboards. And then organizations are still losing millions of dollars because of uncovered or unidentified risk across internally and externally to the organization. And so that’s where we come in in the market. So we’re helping get to action as quickly as possible. And so we don’t believe in workflows. We think they’re completely obsolete because we’re an AI native solution. We allow the agent to handle basically the workflow. And we basically give you the decision ready information so you can act as quickly as possible. And so the typical approach is really just it’s really what it’s called. It’s risk management. And we don’t like you don’t manage risk. You need to predict them and get ahead of it. And you need to identify what matters to you most to your specific organization in the chaos of the world today.

Erik Boemanns: And so not everybody listening has risk management in house. So what does that mean? What does risk management actually mean to a business owner?

Ron Johnson: Yeah. So one of the things we jokingly say is like one of the things we’re moving towards is don’t talk about Fight Club if you’re in Fight Club. So don’t say risk management. Focus on basically dollars. So what’s preventing what’s stopping your organization from what’s impacting your bottom line? What’s stopping you from making money? What’s stopping you from growth? What are those roadblocks. And that’s really what we look at how we define risk. And so we look across that from the entire organization. So whether it’s from cyber to technology, people, operations, finance, reputation then what are those blockers that are preventing you or things that are coming up that you need to be aware of, that you need to predict and that you don’t need to always react to. And so risk is really the things that are stopping you from making money.

Erik Boemanns: Makes sense. And you mentioned cyber. You mentioned some other things like I think risk might have been traditionally something like a fire in a warehouse. Right. But in the cyber we all know about phishing and ransomware. Maybe what’s a risk that people aren’t thinking about that is more common than they realize?

Ron Johnson: Yeah. So I would say one of the more common ones that you might not just be thinking of is really tied to, uh, reputational risk or even, um, right now, reputation. I would say also regulatory like regulatory risk or geopolitical risk is our top, um, area of concern that we hear from all of our clients. So being able to not only react to all the changes in the world, but then being able to see some of those indicators of activity or before it actually becomes a problem to them. And so one of the best stories we have is like, there’s always new privacy laws that are coming out from each state. And so being able to track that if you’re in multiple different states, or even if you’re in your current state, you might not have awareness of all the things being proposed at that local and state level. And so we monitor those things and then tell you exactly how it’s going to impact your business. And so that’s considered a risk, right. Because the fines could equate. So there’s a privacy law example out in the Midwest to where it was basically a $7,500 fine per individual violation. So if you have a thousand people that continues to add up. And so those are the type of intelligence that we provide to our clients, where typically you would have a third party consultant or a lobbyist or really what people are doing right now is looking at RSS feeds, and RSS feeds might not be able to capture that, because there’s so much information going on in the world right now, and everybody wants to know what matters to them.

Erik Boemanns: Makes complete sense. And so you just said, we don’t want to talk about risk management. So we’re not going to use that phrase anymore, right. Yeah. Except that your product is called risk IQ. Yeah. But I think you have a different phrase that you prefer to use. What was that again?

Ron Johnson: Yeah. So, um, for us, like we’re discussing specifically, clarity and chaos is one. Yeah. Um, and so that that clarity is what we’re focused on. Uh, we have a couple of catchphrases. That’s one. The other one is basically never take another risk assessment again. And, um, really going back to that whole phrase, don’t talk about Fight Club if you’re in Fight Club. So the one of the biggest challenges that we, we hear from our clients is like, why am I reacting to risk three months, six months or a year after the fact? And actually, that’s absolutely obsolete. Um, I jokingly was putting out some some content here recently where it’s like, um, Ricky Bobby says if you’re not first or last. And that’s the same thing when you’re looking at what are the things that are stopping you from making money in your business? Yeah. Um, if you have that mentality of reacting all the time, then you’re never actually doing anything proactive. And if you want your business to be able to sustain growth or just sustain the market share that you have, you have to be able to look over the horizon and understand what’s going to start impacting you and plan for it now, or just have awareness of what’s going on that’s stopping your organization, whether it’s a reputational risk. When we think about reputation, um, we, we have clients to where sometimes they might be trending in a negative standpoint, but they might not have any awareness of it until it after it’s already starting. There’s a news article in the, in the, in the times or in the post. And at that point you’re, you’re in basic crisis response mode.

Erik Boemanns: Yep. And so that idea of finding about finding out about the risks through that newsfeed, right. The the real time intelligence risks are real. They’re always going to happen. They happen to every business. So rather than manage it, which sounds kind of boring almost. Right. And probably not that effective, I think you talked about risk resilience as an alternative. And so how does risk IQ through that real time intelligence produce risk resilience as opposed.

Ron Johnson: Yeah. And so like moving away from the reactive piece and into the resilience perspective is really focused on our output of what the platform provides you. So we’re going to quantify all risk in dollars. So what does that dollar amount of that risk to the business. And then what does it cost for you to do remediation. And that’s really the part of the value there. The other piece is we go a level above most tools. Most tools are really focused on that tactical, what I call tactical intelligence, tactical transactional approach. We’re building out a strategy and a roadmap to help you drive maturity and resilience. And so that’s typically what I would do back in my previous life as a consultant or a recovering consultant. As I say, now that we focus on helping you drive maturity and resilience long term. And so how do you build the foundational program? Because one of the biggest gaps I saw, um, when I was back at EY, was that organizations should be focusing on more foundational things instead of spending so much money on all the flashy tools when they’re not doing core things like training or awareness, or just making sure that they have the licenses that they have in place through M365 are turned on, that they don’t have to go buy another tool that does the exact same thing.

Ron Johnson: So being able to help with that level of building out the program and being that source of truth. We had a client the other day that said like, oh, this is basically like my little wrist buddy. And I was like, that’s exactly what it’s meant to be. It’s meant to be like, hey, we typically we’re going to go to GPT, we’re going to go phone a friend, we’re going to go to Google, we’re going to go to some other tool to figure out a source of truth. And really we still have to interpret that information. We don’t know if we can trust and validate that. But our our platform is that source of truth when it comes to that certainty and that clarity or quote unquote, the risk resilience piece of like, where can I understand risk from my organization? And how do I know that the information that it’s built on is of quality and is reputable?

Erik Boemanns: Yeah. And so when I think of risk resiliency, it’s the bad stuff’s going to happen, but how quickly do you bounce back? Or how even better, do you just keep being able to make the money and absorb that bad thing?

Ron Johnson: Yeah, yeah. I had a, um, back when I was advising at one point, one of the things I was telling an executive before is like, you should be able to have processes in place and build the program to where certain things become white noise. So you remember how, like, the TV channel would disappear back in the day, it was like, oh, it’s just it’s just white noise to where it doesn’t really impact you or your bottom line, because you’ve built out the program to be resilient or built the business to be resilient to those shocks.

Erik Boemanns: Yeah. And so obviously AI is in the name of the product, the platform, the company. How is AI enabling that possibility.

Ron Johnson: So we’re completely AI native platform. So everything from the model that’s driving it to how we collect the data to fuel the model, um, the, the output, uh, there’s an agent that’s driving basically what you would call the traditional risk workflow. Um, and then the way that we monitored multiple different sources externally to an organization and then how we’re connecting to existing tools. And so we’re the, the, the foundational piece for a cognitive type of AI solution. So being able to contextually be aware of what’s going on around you, but then also learning from that to continue to evolve. So the longer you use the platform the better it becomes. So it’s beyond just traditional automation of point and click and then it’s going to generate something. But the platform is actually starting to learn is learning who you are as an organization. But then it’s also adapting to the environment. So you get real time intelligence, but then also it’s tailored specifically to who you are as within your risk or business profile.

Erik Boemanns: Got it. And and I think what naturally follows for me from that perspective is you can’t not read a headline recently about how by using AI, some of your company data got leaked out, right? Like, like, oh, it turns out your chats with ChatGPT weren’t private all those sort of. So we’re bringing AI into the business, but we’re bringing new risks to our data, to our practice and practice. So how do you guys approach that to that responsible use of AI?

Ron Johnson: Yeah. So, uh, so that’s the part of the responsible AI. Privacy is a core function of who we are as a company. So I’m a professor in responsible AI and cyber at Tennessee Tech University. Um, and so everything that we’ve done, we have seven core principles that are tied to responsible AI. And really that transparency is one of the most critical ones. And so within our platform and specifically digressing a minute, uh, to the security piece. So all the data is encrypted in rest and in transit. Um, nothing is being the model is not being retrained on any company or any client data. Um, none of the data is visible from for us as a company, it’s all within, uh, within that box for the organization. The other piece is really tied to one of the things we’re working on right now is although we connect to other systems, uh, we’re working with the partner to integrate the ability to only send specific requirements to the systems to get to an output for our platform. And so that approach is really tied to how you collect information when you’re looking at it from a national security perspective. And when you’re looking at intelligence specifically is focused on requirements. So you don’t go collect everything in the world, because then at that point you’re just like, you’ll get stuck in the sand.

Ron Johnson: For us, we’re looking at specific requirements from the tools that exist and then externally, and then we’re collecting against those requirements to be able to build out that data set. And so that’s that’s one of our first stop gaps. There is basically what I would call not over collecting. The other piece is like we are soc2 qualified or um, attested uh, with the product. So we adhere to GDPR and all the different requirements as far as like how you should store and keep data. But when it comes to the transparency piece that’s built into the platform as well. And so how the decisions are being made. So every decision that comes out in the platform, you can go and check that source. So the documents of the. So the platform provides you the the quantitative piece but also provides you qualitative recommendations. And so the way we look at that we provide you the what. So what is the risk and what is the cost of that risk. And how much does it cost to remediate. Then we provide you the so what that so what is um citations back to the documents and the systems that we have access to that you can go back and verify that information.

Ron Johnson: And then the same thing for externally, if it’s an external news source you can go and check that news source and do you can recreate that um evidence based decisioning so you can get to a decision um, quicker. And so we’re really every step in our process is built on those responsible AI principles, because that is something that every single client demands. Now as as you mentioned, there’s always I was just talking to my students last week about how, um, there’s been prompt injecting basically to where, um, there’s been that what we would call spillage in the cyber world of, of, uh, sensitive data. But the actual, uh, problem with a lot of that is there’s been no data governance or security before. And so when you look upstream, which is what our platform is meant to be to help you do, it’s like, well, what’s the root cause of that? Right? Because companies haven’t done any data governance or security before. And that becomes a problem. So we’re instituting that as like how we build a program and what information we’re, uh, we’re pulling in from our clients.

Erik Boemanns: Got it. So protection from the AI. Basically, you’ve got the box built around it to to let it do its job, but also not start sneaking data out.

Ron Johnson: Yep. And as we continue to evolve, like our goal is, um, for us, we’ve built a proprietary data set on risk that has, um, basically global standards and best practices. And then we developed a methodology that is patent pending that looks at futures and foresight, risk, predictive risk intelligence. Um, but the core thing for all of that is really for us to build an additional context layer. So basically a micro link small language model that is able to be very, very efficient in risk. And so the traditional large language models are somewhat a little bit of overkill for us. And then when we look at long term efficiency play for us and the tokens that are required, our goal is to be able to run our platform on edge devices for small businesses and in some national security applications.

Erik Boemanns: Okay. So basically a private walled garden for their own, their own product. Um, I think one of the other kind of secret hidden risks to businesses, especially in today’s world of cyber security and all the platforms is actually like too many platforms. So they keep buying new platforms, they keep spending more money on platforms and products, but aren’t actually benefiting from it. And so of course, risk IQ, another platform. How do you approach that, that conversation where this platform actually can save you money? It’s not going to just be yet another platform.

Ron Johnson: Yeah. So uh, so our hypothesis when we first launched this. This current phase of our product is for us to replace 3 to 5 legacy type of tools. So what that includes is that traditional governance risk and compliance or the enterprise risk management tool, um, whether it’s a risk intelligence type of platform and then the, uh, the initial data aggregator of like, well, what do I need to focus on? And then the other piece is what we’re doing is a first Swag is providing that level of expertise that typically is done by, um, from my previous life, a junior consultant. Um, but they want experts like us coming to the table, and it actually allows our platform, allows experts like you to come in and actually provide immediate value, because you can bring in the knowledge base of the information and where the problems are and provide additional context that our platform is not there yet. But then also the nuances of the human is still required. And so, um, the, the pieces that that we try to focus on specifically are tied to the fact that all these different tools in place.

Ron Johnson: The one thing we’ve learned that we’ve learned over the last month is we were, uh, there’s a competitor that we, uh, in the space from an enterprise risk management firm is able to augment is really it’s going to give you the decision. You can decide, you can go and validate that information. And so you don’t have to spend cycles of like, oh, I need to do additional research. I got to pull this presentation together. It’s really meant to get the action. So you don’t need a lot of the tools that we are traditionally, um, in organizations would use. They have a, a user of the tool. To your point, Erik, earlier, and you don’t need that user anymore because we can have the agent do that. What you want to be able to do for us, and I teach about this as a professor as well, is we want to push individuals up the thought chain and the critical thinking piece. And so some of that initial research and information gathering. We can now do that and then validate that information on the on the back end.

Erik Boemanns: Interesting. And so you mentioned no dashboards. And so now I’m thinking the executives, they got to go present to the board. The board of course board members get bored very quickly with technical details that aren’t relevant to their decision making. So how is the AI side of that helping even that board level communication?

Ron Johnson: Yep. So basically you can ask. So our platform, when you log in it feels just like you’re using perplexity or GPT but for risk. And so like you have the you can interact with your data interact with your risk data. You can ask for um specific board reports. Or if you have a template that you would like to use, um, that’s what we can help you tailor that to. Uh, and so really what we’re trying to do and what we’re actually doing is instead of, uh, and I would see this when I was at EY, you would get this long board report that has all of the criticals that you cleared for the last quarter, and that really doesn’t tell a story. And so one of the things I would always notice is specifically we’re speaking about the cyber or the information security or the the CIOs type of shop, the chief information officer shop. Is that how do you tell a story of how is what you’re doing helping the organization make money? And so I would always hear individuals tell me, well, I don’t know how the business makes money. I was like, well, if you can’t articulate that, then you can’t articulate your existence, because in reality, the business sees security as a cost center, because you can’t draw that line between the value proposition and the ROI. And that’s what we help tell that story across the entire organization. What is the cost benefit analysis of everything that we’re doing? Because as you and I are entrepreneurs, that’s something that we have to everything has a dollar sign attached to it. And so that’s the story we help help tell. So not just the dashboard and the pretty graphs or like the what story. What what story do you need to be able to tell to articulate the so what behind the decisioning behind the tool? Just rationalization or like what um, personnel decisions or things that are impacting the supply chain.

Erik Boemanns: Yeah, that makes sense. And so that kind of looks at decisions you’re making today. Now for those business leaders gazing into the crystal ball over the next five years. And not only do they want to be more resilient, but they want to even be more competitive, and they want to grow the business. How does risk IQ help with that?

Ron Johnson: Yeah. So, um, that is one of the the methodology I mentioned before, as far as the predictive intelligence and the warning analysis is what the platform is built on, is built on to predict the future. Um, I know it sounds kind of corny and, and I have investors like, oh, that that sounds aspirational, but it’s not. There’s a science to it, right? And that’s where I spent the last 20 years of my career, building out those chops to be able to come up with that methodology and then prove it out in some of the most high stakes environments where how do we prevent the next disruption or the next cyber attack or the next geopolitical risk? And we were able to do that in some of the most high stakes environments. And then that actually drives how you develop operations today. So you can mitigate those risks before they become a catastrophic problem. And that’s what we’re bringing into the platform. And so the platform has the ability for you to be able to run simulations. So if you see an intelligence notification coming in you say, hey, what does this look like from an organization 6 to 18 months down the road? And then you can track those things, and then the intelligence is going to be able to come in and tell you it’s like, hey, and this is why we considered this never taking a risk assessment again.

Ron Johnson: It’s because the platform is living. So the roadmap and the strategy is alive with the organization. So as the environment changes, the roadmap might change because the traditional method that we look at is a snapshot in time of a PowerPoint deck, or it’s a dashboard that we basically just work projects off and it’s not connected to our internal systems or externally, and then it’s not interpreting the so what? Because the business model today for most of the tools is built on integrations and how long it takes you to go through and click and then adding more modules. We’re saying none of that needs to matter now because we’re going to give you the decision, you’re going to track your progress. We’re going to track and measure whether or not you’ve implemented that change. And if you haven’t, here’s the decisions of that risk, right. So it’s the fork in the road. If I do nothing or if I do something, what does that look like for me today? What does it look like six months down the road? And then if that if that analysis is no longer relevant, then we’re going to tell you why it’s no longer relevant. Because there’s these new factors that are coming in.

Erik Boemanns: Interesting. And so without revealing too much of the secret sauce, these predictive models that you’re talking about are those based on real world outcomes, that historical data or how does that how do you feed that? How do you train that?

Ron Johnson: We have a lot of content that we post there. Um, as well as we push out daily intelligence briefs, which shows from an industry perspective. Focus on that medium, small sized organization. So think of the information that we push out really is focused on the what to do right. So being able to give you a sneak peek of what the platform is able to do and the things that we’re tracking as an organization.

Erik Boemanns: Awesome. And so that’s t a c I l e ai, right? Correct. Yeah. So, um, it’s pronounced just like it’s spelled. Yep. Perfect. Uh, so a lot of my guests here are also founders. You’re a founder. Uh, so I always want to find out kind of from the founders perspective, is there some sort of advice that you would give to people who are just starting their journey, or kind of at the crossroads, whether they should start that founder’s journey?

Ron Johnson: Yeah. So I’d say take the leap. I mean, it’s probably the the hardest thing, but also the most rewarding thing that I’ve done. Um, and then been able to, uh, be extremely resilient. You have to have a level of, um, what? You have to be a little crazy to do it because the the failures and successes happen all within the same day. And so I definitely think it’s worth the journey. Taking advantage of the opportunities now is better. There’s no better time now to start a business, especially with the tools that are out there. I mean, in the US, economy is built on small businesses. And so, um, but resilience is the number one thing I would say that you have to be able to do is to be able to take those punches and continue to move through them.

Erik Boemanns: Yeah, resilience is a good theme for today’s call for conversation. But and I want to I had a founder who also said, like, if you ever have a bad day, just try to go sell something because to your point, the successes and the failures come in the same day. So if you can take a shell of that hit and make it a win somewhere else, then yeah.

Ron Johnson: Yeah, yeah. I heard, uh, Mr. Wonderful from Shark Tank was saying just like, hey, like you will have a failure, catastrophic failure. But if you just wait, like something good is going to happen. And so and that is actually true. Like, you never know, it might be get a free ice cream cone or something.

Erik Boemanns: Yeah, exactly. So other than perhaps, you know, check out RiskIQ. What’s a one thing that companies could do like right now, today to reduce their risk or to become more risk resilient?

Ron Johnson: Yeah. So I would say one using our platform would be the first one. The second one would be, um, is think about the number one thing stopping your organization from making money. Like what does that do. Organizations actually know what that is. And then start to plan for how to remove that roadblock. And so I would say that would be the the number one thing.

Erik Boemanns: That’s great advice. And so I thank you for coming on today. I appreciate the conversation and look forward to future conversations.

Ron Johnson: Awesome. Thank you for the opportunity.

 

Tagged With: Tacilent.ai

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