Business RadioX ®

  • Home
  • Business RadioX ® Communities
    • Southeast
      • Alabama
        • Birmingham
      • Florida
        • Orlando
        • Pensacola
        • South Florida
        • Tampa
        • Tallahassee
      • Georgia
        • Atlanta
        • Cherokee
        • Forsyth
        • Greater Perimeter
        • Gwinnett
        • North Fulton
        • North Georgia
        • Northeast Georgia
        • Rome
        • Savannah
      • Louisiana
        • New Orleans
      • North Carolina
        • Charlotte
        • Raleigh
      • Tennessee
        • Chattanooga
        • Nashville
      • Virginia
        • Richmond
    • South Central
      • Arkansas
        • Northwest Arkansas
    • Midwest
      • Illinois
        • Chicago
      • Michigan
        • Detroit
      • Minnesota
        • Minneapolis St. Paul
      • Missouri
        • St. Louis
      • Ohio
        • Cleveland
        • Columbus
        • Dayton
    • Southwest
      • Arizona
        • Phoenix
        • Tucson
        • Valley
      • Texas
        • Austin
        • Dallas
        • Houston
    • West
      • California
        • Bay Area
        • LA
        • Pasadena
      • Colorado
        • Denver
      • Hawaii
        • Oahu
  • FAQs
  • About Us
    • Our Mission
    • Our Audience
    • Why It Works
    • What People Are Saying
    • BRX in the News
  • Resources
    • BRX Pro Tips
    • B2B Marketing: The 4Rs
    • High Velocity Selling Habits
    • Why Most B2B Media Strategies Fail
    • 9 Reasons To Sponsor A Business RadioX ® Show
  • Partner With Us
  • Veteran Business RadioX ®

BRX Pro Tip: How Well Are You Protecting Your Brand?

June 6, 2025 by angishields

BRXmic99
BRX Pro Tips
BRX Pro Tip: How Well Are You Protecting Your Brand?
Loading
00:00 /
RSS Feed
Share
Link
Embed

Download file

BRX-Banner

BRX Pro Tip: How Well Are You Protecting Your Brand?

Stone Payton: Welcome back to Business RadioX Pro Tips. Lee Kantor and Stone Payton here with you this afternoon. Lee, I think it’s an important question to ask periodically, how well are you protecting your brand?

Lee Kantor: Yeah. This to me is a critical element of a sustaining and successful business. Great businesses, you can – you know where they stand on important issues and what they do and what they don’t do, and they have non-negotiable things in there that surround them. And, just like we do with our brand, people know that the guest never pays on our brand. You cannot pay to be a guest on a Business RadioX show.

Lee Kantor: We do not cover politics, sports, religion. We’re not an opinion show. We’re a show where we facilitate interviews with professional business people. We’re business people having business conversations with other business people. We’re very clear on that. Our people are very clear on that. And what happens in some brands is that there starts to be a creep where people aren’t clear. They’re kind of making exceptions, and all of a sudden it isn’t non-negotiable anymore. Now, they’re negotiating. “Oh, well, I’ll have this politician on this week because he’s a good guy and I knew him when he had a business.” And, we’re talking about politics when we shouldn’t be talking about politics or a business show talking about business issues.

Lee Kantor: Now, it’s important to stay clear with this, and you’ve got to be relentless. You can’t kind of bend your thinking when it comes to protecting the brand. The brand is at the heart of everything you do. And if people don’t know what you stand for, then you don’t stand for anything. So, make sure you have a true north in your business and make sure that everybody knows where you’re pointing and where you’re going so they can come along for the ride. If you aren’t clear on your true north, then how can your people be clear on what you stand for and why you do the things you do every day?

Caryn Craig with Six Figure Chicks

June 5, 2025 by angishields

HBR-Six-Figure-Chicks-Feature
Houston Business Radio
Caryn Craig with Six Figure Chicks
Loading
00:00 /
RSS Feed
Share
Link
Embed

Download file

Caryn-CraigCaryn Craig is a seasoned real estate professional with over 20 years of experience in the Houston market, known for her strategic approach and unwavering passion for empowering women and small business owners. With an MBA from the University of Houston–Victoria and a dynamic background in owning and operating bars, restaurants, and nightclubs, Caryn offers clients a unique blend of business insight and real estate expertise.

Named Business Woman of the Year by OutSmart Magazine for 11 consecutive years, Caryn has launched and led 10 successful small businesses in Houston. She is deeply committed to supporting women in real estate investing, helping them build wealth and financial independence through smart property decisions.

In her conversation with Trisha Stetzel, Caryn shared her personal journey as a real estate entrepreneur and her involvement in the 6 Figure Chicks book project. She discussed the power of female support systems, overcoming business challenges, and the importance of building strong networks. Caryn also gave a preview of the upcoming book launch in Houston, encouraging other women to find strength, connection, and success through shared experiences and mentorship.

Connect with Caryn on LinkedIn.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

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

Trisha Stetzel: Hello, Houston. Trisha Stetzel here bringing you another episode of Houston Business Radio with one of my sisters. Yes, you guessed it. We’re not done yet, so we’ll be talking about that in just a few minutes. I want to introduce you to the most amazing woman sitting right in front of me on zoom. Wink, wink. And I’d love to introduce you to Caryn Craig. She’s a seasoned real estate professional with 20 years of experience right here in Houston. Driven by a passion for empowering women and small business owners. She’s a background that includes owning and operating multiple bars, nightclubs and restaurants. Karen combines her entrepreneurial expertise and an MBA from the University of Houston, Victoria to offer strategic real estate solutions. Her commitment to helping clients thrive in the Houston competitive market is at the heart of her career. Dedicated to supporting women in real estate investing, Caryn provides the knowledge and resources needed to build wealth and achieve financial independence. Karen, welcome to the show.

Caryn Craig: Thank you so much for having me, fellow sister Trisha.

Trisha Stetzel: Absolutely. Isn’t it fun when somebody else reads your bio because they’re so hard to write about yourself?

Caryn Craig: No, not awkward at all.

Trisha Stetzel: No, not at all. But how cool is it to hear all of the amazing things that you’re doing? And, um, I love how we met, which is through this book collab that we’re working on, and we’re going to talk about that in a few minutes. First, I want to tackle who is Karen. So tell us a little bit more about you and the work that you do in the community.

Caryn Craig: So I am, like you said, a commercial realtor and I really love to work with female entrepreneurs because I am one. So again, like you said, I have owned multiple bars, restaurants, nightclubs, and one food truck and that is a story in and of itself. But you know, I and there’s a lot of stories there, bar industry, there’s a lot of stories there. But you know, I take that experience, and all I wanted to ever do was to help small business. And there was nobody really to help me. I learned it, you know, on my own walking the path. And, you know, there’s so many resources out there. And I want to be that resource for other women, other women entrepreneurs and small business owners. And, you know, that’s just it’s my passion project. I prefer to stay in the commercial side of real estate. I’ve done residential for a really long time. It’s like riding a bike. But commercial is great because it’s different every single day. Even if you’re renting the same type of space or selling the same type of space, it’s still to two different businesses, and every business’s needs are different. And I love to look at their goals and to see how I can help them and, you know, surpass them. So that’s a little bit about me. I have two kids. I’m a single mom, lived here for a really long time. It’s hot, it’s getting hotter. And that’s always just such an adventure in real estate is that, you know, you have four Stanley Cups in your car at all times. They’re all full, and at the end of the day, you don’t have any of them full. So it’s so great. At least I’m getting my I’m getting my glasses of water in.

Trisha Stetzel: Well, that is good. Yeah I’m glad to hear that. You have four Stanley Cups.

Caryn Craig: Hydrating hydrating.

Trisha Stetzel: Hydrated. Um, something that Karen might not tell you, but I know about her is that she was voted businesswoman of the Year by Outsmart magazine for 11 consecutive years. That is amazing, Karen.

Caryn Craig: And the amazing thing about that was that my employees did that. So I don’t self-nominate myself or anything, but my, you know, my employees voted on that and that’s great. And so, you know, I’ve, I’ve pretty much left that industry now. But, you know, you circle back to it because real estate circles back to everything. So that’s the most special thing is that my employees thought well enough of me to nominate and support me in that.

Trisha Stetzel: I love that. So, um, I have this conversation with women quite often where we don’t self-nominate I heard you say that like I would never self-nominate myself, my myself for that. Um, it’s really cool. And of course, it’s amazing when other people nominate us for things. So why do you think it is that as women, we’re not as good at self nominating or stepping forward and saying, hey, I did this and I want to be recognized for it?

Caryn Craig: Yeah. You know, it’s kind of funny. And I have a story. So my mom has a PhD in nursing. So she’s retired now for like the third time. But she did medical research after her nursing career was done. So she did medical research and she never really took the credit. It was never doctor Craig did this. It was, oh, this other guy did this. And so, you know, I remember my father who was not a doctor saying, no, doctor Craig did this. But Doctor Craig never really stood up and said, Doctor Craig did this. And mom, I love you. I know you’re going to listen to this, but it was one of those learning lessons for me that maybe I should self-nominate. And you know, I’m going to be honest with you. For me, I just don’t have time. I’m really busy. I don’t even think about it. So when things come my way, I’m like, oh, that’s really nice. How great. But to put myself out there right now, I don’t have time. I mean, right now I have, I think, 11 clients. My kids are out of school. I can’t even think about it right now. But women in general, we all need to be better about putting ourselves out there and about saying, hi, I did this. It’s me. I’m the one that did this. I’m this awesome. I’m this amazing. And I think the six figure chicks movement really helps with that because, you know, the founder of that movement, Mel, is really good. Trisha, you know this at putting it out there. Hey, you need to be promoting this. You need to be putting this on social media. Here’s your bio. Here’s your links, here’s your this, here’s your that. And I haven’t been as good about that because I’m like, I don’t want the attention. I don’t want the attention. But I’ve done all these things. I’m amazing. Just like my mother. We’ve done all these things. We’re amazing. We deserve the attention. Doctor Park is amazing. Karen Craig is amazing, you know.

Trisha Stetzel: And we need to be okay with saying those things out loud and not being embarrassed that we’ve done all of these amazing things. Right. And I think to surrounding ourselves with other women who understand that it’s okay to stand up and say, look at all of these amazing things that I that I’ve done right. And I think Mel has really done something amazing here. Absolutely. Let’s talk about six figure checks if it’s okay to roll right into it. You guys, I know you’ve all heard it from me a few times. The book six Figure Checks Houston Edition Volume one is going to be released on June 14th. So we need all of you to rally around Amazon on June 14th to get your book. Okay. That’s just the bottom line. So, Karen, my first question for you and around six figure checks is why did you say yes?

Caryn Craig: I was actually the first Houston chick. So I’m just going to put that out there. It was me. I was the number one Houston chick. And I had. This is actually kind of a funny story. So Mel and I. And maybe you too. Trisha, are you still in B and I?

Trisha Stetzel: And I’m not still in B and I. But it’s how I met Mel.

Caryn Craig: Yeah. Oh, okay. So B and I, for those who don’t know, is Business Networking International. And I’m the president of my chapter. And we had a newer member who met Mel on, I think, some speed networking online or whatever. And at the time I was getting divorced. And so I was so busy, my head was not in any game other than trying to stay afloat and keep my kids mental health healthy, as healthy as you can be going through something like that. And so this gentleman in my chapter is like, there’s somebody you really need to meet. She’s in Phoenix. And I’m like, yeah, okay, whatever. I don’t have time for this right now. They asked me again, you really need to meet this woman. But I recognize that you’re going through a lot right now. So I’m just going to connect the two of you and Mel. Being Mel kept connecting with me, even though I was like, I can’t be with you. I’m really busy. I haven’t slept in five days. So I finally meet with Mel and it was. I don’t even think she knows this. And it was this, this 1 to 1 meeting where I’m like, I don’t even want to be on this zoom. Why am I on zoom? And then she started talking about the book and about the movement and about the women.

Caryn Craig: And I started to kind of perk up, and I was like, oh, this is really empowering. This is something I could use in my life right now. And so I literally signed up. I think I cut her off. I was like, we’re good. I’m gonna say yes. Don’t talk yourself out of a sale because I’m a salesperson, so just. Shh. Yeah. How do I give you my money? How do I do this? How do I make this? You know, the biggest piece of my marketing for 2025? And so here we are. And that’s what it was. It was something in my life. In my life at that time that I just really needed. I needed that part to say, I have a book coming out next year, I need it. It was kind of like a lifeline pulling me to the surface, and it was so great in my most down moments to say I’m so excited that this is going to happen for me this year, and it was so exciting for me at Thanksgiving to stand up in front of all my family saying, guess what I’m doing? I’m going to write a book this year. And I did.

Trisha Stetzel: And you did. And it’s going to be a bestseller because I already feel it. It’s going to be a bestseller.

Caryn Craig: Our stories are so amazing.

Trisha Stetzel: And they’re all different.

Caryn Craig: And they’re wonderful.

Trisha Stetzel: So I like you. Karen was first in line. I must have been second in line. Uh, Mel and I did meet through a bad connection, so I was in BNI for almost 15 years between two businesses. I bet there are those circles. I have family, right? Um, extended family and all of those circles. So someone I know in Florida who’s in BNI reached out to me and said, I met someone in Arizona that’s in BNI that you need to meet. And I said, okay. And it was Mel and it was amazing. It was absolutely amazing. So B and I is a wonderful tool. I would, if you don’t mind, would you plug your chapter real quick and just let people know where they can find your chapter meetings?

Caryn Craig: Yes. So actually our chapter was awarded the International Culture Award at the National Conference. Yes. Congratulations. We are award winning. We’re number one in the Houston region right now. So we have had you know, we’ve had a great year. We are an amazing group. And we meet every Wednesday morning at 715 at the Rudy’s on Mason and I-10 and Katie. And there’s about 40 to 45 of us. I don’t know exactly what number we’re at right now, but we are an amazing group of people. And I always say it’s the best way to start the middle of my week because it is explosive energy. I have a lot of energy. I run the meetings. And so when you go in there, it’s it’s just electrifying. And it is. It is contagious. Our energy is contagious. And it’s such a wonderful group of people. And they are my family. I mean, there are people there who have carried me through the last few years so bad I is great.

Trisha Stetzel: Congratulations and congratulations on being the president of an amazing award winning chapter.

Caryn Craig: Not that humble about it.

Trisha Stetzel: I’m happy to put the information about your BNI chapter in the show notes as well. So if people are interested and want to connect with you that way or even come to a meeting, then certainly they can do that. So outside of that, Karen, what is the best way to connect with you if folks are interested in having a conversation?

Caryn Craig: So my name is spelled differently. It’s c a r y n. And I like to say I’m a Karen, not a Karen, because the spelling. You can find me on any of the socials at Karen Craig Realtor or on my website at karen.com. Com.

Trisha Stetzel: I love that. Okay, so back to the depths of our conversation. Um, each of us were asked to write a story about how we got where we are today. And before we started recording, you said what you do is different from your story. And then you said, oh, wait a minute, maybe not so much. So do you want to give us a sneak peek? Don’t tell us too much, but just a sneak peek into your chapter.

Caryn Craig: So a sneak peek into my chapter. I have been a six figure chick since I was in my early 20s, and I’ve owned my own business, and I learned so much owning those businesses because I’ve had so many. I’ve had 12, 15, 17. I’ve had so many of them. And I write about leaving my six figure job and starting over literally from rock bottom. And that’s right. That’s what I’m doing right now.

Trisha Stetzel: Thank you for being vulnerable enough to tell your story. I think it’s going to be very, um, moving when people read your chapter, when people read the book and they see the stories of all of these amazing women that Mel has brought together, which I think is really important as well. So you love serving women? Uh, but you’ve been through a lot of stuff, we’ll say, right over your lifetime. Uh, what is so special about the way Mel has brought this project together? Or you even called it a movement. What’s so special about that for you?

Caryn Craig: I think anytime women can get together and be completely supportive is magic. Because society doesn’t really like that. You know, I have a young girl, I have she’s 13, and so she’s just starting to learn Kind of navigating those social roadways. And, you know, sometimes people are not as kind as we need them to be. And my parenting motto has always been lead with kindness, which my children call cringey, but it’s not cringey. It’s this is a life lesson we should always lead with kindness and the six figure chicks. We are all so different. There are doctors, there are, you know, people with that we look different, we act different. We have completely different networks. But we are sisters and we all are brought together in this one way, and it’s very special. There is zero judgment. Zero and its beauty. Its beauty.

Trisha Stetzel: Absolutely. Um, I’ve done a book collaboration before, and it was nothing like this. There was no there was no relationship. There was. I don’t even know who the other authors are. It’s been an interesting ride for me. And there’s nothing wrong with that. It’s it was a fantastic book and it has great chapters in it, but I never got to meet the other people the way I’ve been able to meet you ladies. And you’re right, there’s no judgment. We had a photo shoot. All of us together. Not we didn’t know each other. And we were changing and getting dressed and hair. All the things that we do, right. As women, we’re getting ready for a photo shoot.

Caryn Craig: So I have all these things in my head. Now about that photo. No judging. None. Zero. None. We were we were googling each other’s shoes. It was great. I found those shoes, by the way.

Trisha Stetzel: Oh you did.

Caryn Craig: Oh, those will be featured at our paperback launch. I’m already planning my outfit. I’m so excited. Thank you, Lily, for your shoe inspiration.

Trisha Stetzel: I love that. Well, I think somebody lost some shoes. I left my hat.

Caryn Craig: Oh, yeah, I think I left my glasses there.

Trisha Stetzel: You did? Yes.

Caryn Craig: Yeah.

Trisha Stetzel: This is the environment that that Mel really created for us, which is just bringing women together so that we can support each other as we go through this journey, because writing about yourself is hard. Yeah, I’ll put that out there. It’s very hard to tell, and it’s not your whole story. It’s even just a part of your story. And it’s still hard, right? So tell me more about how your story or how you hope that your story will leave this legacy behind as it’s written in this book.

Caryn Craig: My my biggest wish is for a woman who is in a very difficult marriage, or even any type of difficult relationship, will look at my story and say, I can do it too. And I can leave this very scary situation and have that fear and still know that you can just put one foot in and one foot in front of the other every single day, and eventually you’re going to get to where you want to be as long as you just keep putting one foot in front of the other. It’s the biggest wish I have is, is that somebody will see that, and it will give them the courage to do what they need to do to be okay in life.

Trisha Stetzel: There’s a reason why your stories in this book, because there’s somebody out there looking for it, right?

Caryn Craig: I think so too.

Trisha Stetzel: Yeah. I love what do you think about the idea, um, that Mel’s brought to this group, and it is a movement about mentorship day.

Caryn Craig: Yeah, I love mentorship Day. I absolutely am so excited about the chance to sit with women who are younger than me and say, this is the path that I took in my life. Take from it what you will. What do you want to do? You know, I have a new part of my career that’s starting with, you know, business coaching and business consulting because all I ever wanted to do was help small business. And I’ve done some of that. And it’s amazing through those conversations, how you can kind of weed through and find why people do what they do. And maybe that’s not what they should be doing. Maybe they should actually be doing something else. Yeah.

Trisha Stetzel: Yeah. Find your passion. Work in your passion. Right. That’s great. In the businesses that we’re in, for sure. So, Karen, I think I read in your bio that you’ve owned more owned and operated more than ten businesses.

Caryn Craig: Yeah, it’s it’s ten, 15, 17, something like that. We’ve we’ve had a lot I had a lot.

Trisha Stetzel: And in some hard industries being a restaurateur or a nightclub or a bar owner, like, those are some really hard, like, heavy challenges. So women or anybody who’s listening to us have this conversation right now. You’ve you’ve talked about your story. We want everybody to go get the book on June 14th, because there are some amazing stories in there. But thinking about all of the things that you’ve been through and the people that you could connect with who might almost be going through what You already went through. What would you say to them?

Caryn Craig: I would say that there’s a path to whatever you want to do in life, and you create it. And for me specifically, I was stuck for a very long time, and it was fear that made me stay. There was fear of a lot of things. And you finally get to a point where you’re just done and you’re your will to be done overcomes the fear. The fear is still there. It doesn’t go away. It morphs a little bit, flattens out a little bit so you can walk over it. That’s what I have to say, is that, you know, I think fear is there. It’s there’s biological reasons why it’s there. It keeps us safe. But it’s that. But, you know, we’re smarter than our fear. We’re smarter than our anxiety, our anxiety rule us. And so I think what I’ve been through, those industries were difficult. They’re great industries. All they do is, you know, when you look at a bar or a nightclub, they’re there to make people happy and to connect people. And, you know, there’s, you know, certain aspects to the industry that I don’t particularly enjoy. But as a woman, it was hard to be in those industries because I was generally the only one, and it made me a lot stronger. It made me tough. And I have a very, very tough exterior because now I’m in commercial real estate, which is still male dominated. And, you know, even today, I had a man try to mansplain industrial property and Katie to me and I was like, no, I’m aware. Thank you. Thanks. I’m gonna argue with it. It’s not a point. I’m not scared of him. I would have been at one point in my life. But I think overcoming your fear and just getting to the point where you can do it. Yeah.

Trisha Stetzel: When you’re at your networking circles. You’re so intelligent, sitting on the outside looking in like you’re surrounding yourself with other intelligent people and other people who can support you and have your back and be there when you need somebody, whether it’s through BNI or even now in this book. Collab for six figure chicks. How important is it for us to choose the people or have the right people in our circles?

Caryn Craig: It is the most important thing. You know, they say when you’re bringing up children that it takes a village, but it really takes a village for all of us. That’s not just for, you know, babies and toddlers. It literally takes a village for all of us. When I was getting divorced, one of my dear friends said it was my friends that carried me through my divorce. And I can honestly tell you it was my friends that carried me through my divorce. And part of the reason why I was scared to leave before was because I didn’t have the village surrounding me. And so it is the most important thing. You know, we’re social humans, especially women. We need to have the love and support of others around us. We just do.

Trisha Stetzel: Yeah, absolutely. And working in a male dominated space for so many years, how has that, I want to say, raised you as a woman, right? Or how have you matured as a woman because you worked in this male dominated space?

Caryn Craig: So. My therapist would say the male parts of my personality are very dominant. And that is true. I have a very dominant personality. It it had to be there to work in those environments. You know, I’m not as big as they are. I’m not as you know, I’m not physically intimidating. So certain parts of my personality had to become, especially with the type of personalities that work in the bar industry, but how it. It made me very patient and it made me very understanding. It made me be able to listen. It made me a very good manager, and it made me so grateful when I could be surrounded by women because, you know, people like what they are and people want to recognize what’s around them. And so I just value female friendships and female relationships so much. And, you know, it really is a sisterhood.

Trisha Stetzel: Yeah. It is. Hey. Thanks, Mel. I know you’re listening right now. There are so many of us who wouldn’t have met each other had she not put this together, because we do have different circles and we do come from different places. I have noticed that BNI happens to be one of those things that runs through a majority of us.

Caryn Craig: Yes.

Trisha Stetzel: Yeah. Of the women that are there. And how cool is it to be connected in that way? Um, as we close up today, Karen, what what would you say to the young women? We’ve talked about women and circling ourselves and making sure that we’re supporting each other, especially in the the age groups that we’re in. But what would you say to the young women, the ones that will show up for Mentor Day? Uh, when we bring our stories out, what would you say to them today.

Caryn Craig: To the young women who are coming up behind me? I would say be ready to mentor and get yourself ready to mentor the people coming up behind you. Be ready to put yourself on a podium as the strong, beautiful, smart and intelligent woman that you are. And be that for my daughter and for her friends and eventually their daughters. That’s that’s do do big things and do them well so that others can come behind you and do bigger things.

Trisha Stetzel: I love that and be proud and be loud and loud.

Caryn Craig: I’m always proud and loud, except for right now, because I’m trying to not be out in my office.

Trisha Stetzel: It is all good. I’m so excited about this book collaboration with you. Karen, thank you so much for being on the show. This has been a great conversation. I cannot wait to read your story. I have not looked at anyone else’s story yet.

Caryn Craig: I haven’t either.

Trisha Stetzel: I most of us have not. Which is right? We’re all we’re just save it. We’re just going to save it for when it’s somebody.

Caryn Craig: Somebody wrote about Mount Everest or Kilimanjaro or something. And I was like, not reading it, not reading it, not reading it.

Trisha Stetzel: Don’t read it, don’t read it. Well, I have a sneak peek because Melanie was on the show, so I’m just saying she gave me a tiny sneak peek into her story around Kilimanjaro. Yeah.

Caryn Craig: Oh, really?

Trisha Stetzel: She’s a hiker. So our our whole conversation was really about, um, outdoors and hiking and her dream, and. Yeah, it was really cool. Oh, the stories are gonna be amazing. Amazing. Okay, Karen, thank you so much for being on the show with me today. You guys listening? And, of course, uh, if you’re watching on YouTube, you can grab the show notes and go directly to Karen’s space so that you can connect with her. Karen, will you tell them one more time how how to find you?

Caryn Craig: Sure. Remember, my name is spelled differently, so I’m c a r y n and you can find me at Karen Craig realtor on any of the social platforms and my website at Karen Craig. Com.

Trisha Stetzel: Thank you Karen and June 14th six figure checks Houston volume one I’m super excited. So you guys be on the lookout for the links. They’re going to come from me. They’re going to come from Karen and all the other sisters in the Houston, Greater Houston area. And you guys go buy the darn book. I promise it’s not very expensive. We’re not even going to talk about it. So just when the links go click and buy. Okay, Karen, that’s all the time we have for today and everyone who’s listening. If you found value in this conversation that Karen and I had, share it with a fellow entrepreneur, a veteran or a Houston leader ready to grow. Be sure to follow, rate, and review the show. It helps us reach more bold business minds just like yours. Your business, your leadership and your legacy are built one intentional step at a time. So stay inspired, stay focused, and keep building the business and the life you deserve.

 

Tagged With: Six Figure Chicks

Simple Strategies for Business Success: Insights from Data Experts and Authentic Leaders

June 5, 2025 by angishields

CRBX-Maggie-Todd-Feature
Cherokee Business Radio
Simple Strategies for Business Success: Insights from Data Experts and Authentic Leaders
Loading
00:00 /
RSS Feed
Share
Link
Embed

Download file

CBRX-Maggie-Todd-Banner

Brought to you by Diesel David and Main Street Warriors

CherokeeSponsorImageDieselDavidMSW

In this episode of Cherokee Business Radio, host Joshua Kornitsky interviews Todd Lessom Founder of Diakonos Management Solutions and The Data Miners Team, about using data-driven strategies to solve business challenges and improve marketing and customer retention. Later, author and coach Maggie Michaels DeCan joins to discuss her book “Humbled on Purpose,” sharing insights on authentic, vulnerability-based leadership and her transition from corporate executive to nonprofit leader. The episode offers practical advice on leveraging data, building strong customer relationships, and embracing authenticity for personal and professional growth.

Diakonos-Management-Solutions-logo

Todd-Lessem-bwTodd Lessem is the owner and president of Diakonos Management Solutions and The Data Miners Team, LLC.

In a prior life, he was a marketing executive during his 20 year career at Comcast. He loves numbers. He loves to coach. He loves to see the improvement. He loves growth. That is why Todd launched Diakonos Management Solutions.

On a personal level, Todd coaches recreational soccer (over 10 seasons now). He loves watching the beginning to end of season growth he sees both individually and as a team. And while opportunities exist to coach more competitively, he’s passionate about “igniting” a love of the game of soccer and teaching kids how to play the game “the right way”.

Todd brings the Fortune 50 experience to the local business owner that is ready and willing to grow. His team submerges themselves into your business, walk along side both you and your teams, and build actionable strategies. Each Diakonos solutions is personalized to your unique business needs. And each is built leveraging the Fortune 50 secrets that made Todd, his team, and Comcast successful.

When Todd isn’t not helping business owners make smarter, faster business decisions with data and equipping them to grow, he’s a husband to his beautiful wife, and a father to his three children. And when he has a few spare minutes, you will find “Coach Todd” chasing trout in a river fly-fishing.

Connect with Todd on LinkedIn.

Maggie-Michaels-DeCan-bwMaggie Michaels DeCan is the author of Humbled on Purpose, an Amazon bestselling, and Good Business award-winning book, about her journey through childhood trauma to corporate America and then nonprofit leadership. She explores how dealing with the implications of her scars from childhood ultimately led her to become a more authentic leader.

Maggie is also a certified executive coach, speaker, consultant and loves pouring into the next generation through volunteer work with her national fraternity; Chi Omega, and alma mater, the University of Michigan. She serves on the board of the Community Foundation of NE Georgia and is active in her church, St. David’s Episcopal. Humbled-on-Purpose

Maggie recently left Roswell’s nonprofit Children’s Development Academy (CDA) where she served as CEO for nearly 8 years. Prior to the CDA, she served as President, COO and CHRO at HoneyBaked Ham for 14 years. She also served in human resources and operations for well-known retailers Circuit City, Belk and Macy’s.

She has been married for 38 years to her high school sweetheart, Bob who was a long-time tennis coach and econ teacher at Etowah High School. They have two grown sons, Brady and Riley (married to Emily) and two dogs.

When not in their Woodstock home, they enjoy time in the Georgia mountains on Lake Nottely.

Connect with Maggie on LinkedIn and Facebook.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

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

Joshua Kornitsky: Welcome back to Cherokee Business Radio. This is Joshua Kornitsky professional EOS implementer and your host this morning with my guest in the studio, Todd Lessem, the owner of Diakonos Management Solutions and the Data Miners. Good morning. Todd. How are you?

Todd Lessem: I’m doing great. How are you doing, Joshua?

Joshua Kornitsky: Doing fantastic. So happy to have you in. Uh, I appreciate you taking the time to come in and talk with us. So what can you tell me about what the Data Miners is?

Todd Lessem: Ah, the Data Miners. Well, I think the easiest way to to put it into words is I really help larger companies solve business problems. Um, but through it all, I use a data driven approach. I’m a numbers junkie, but, uh, when I say that it’s trying to make sense of the numbers, trying to draw insights out of the numbers, and make them digestible for business leaders so that they can take action and make smarter, faster business decisions.

Joshua Kornitsky: Okay, so what type of businesses do you work with?

Todd Lessem: Wow. Uh, quite a few. I mean, my background is really with either subscription based businesses and the broadband telecom space. Uh, I’ve worked with other SaaS companies, software as a service. Uh, but I’m actually working for a local government, uh, agency right now, and that’s a lot of fun. And I’m while data is at the core of it, I’m doing a lot of process improvement.

Joshua Kornitsky: Okay. So process improvement. What type of stuff are you doing?

Todd Lessem: You know, honestly, uh, Joshua, it just boils down to some of the basics, um, open and honest communication, making sure that people, the right people, are in the room, communicating with one another and making sure that, um, there’s the right structures in place, uh, whether it’s meetings, whether it’s having technology, like a project management tool, just making sure people are using technology and communication in smart, effective ways and not living and dying via email all day long where things get lost very, very quickly.

Joshua Kornitsky: Okay. So when you talk about the types of data that you work with and the types of organizations that you work with, you said you’re working with a government organization now, what do you do? What type of insight are you helping them gain?

Todd Lessem: Yeah, no, that’s a great question. You know, I think there’s a real fear of data in the business world. And that’s not only in the larger businesses, but also for the local businesses as well. So what I really try to do is to teach business fluency and taking the fear away from data. Trying to make it easy to understand and digestible, um, trying to help people understand the power of data. And this is not to talk about very complex, uh, analytics. This is like this number ties to this driver in your growth of your business, or this can help you save money or make more money. And and really trying to help business leaders understand the value of data, not to be afraid of it and and try to use it in smart, equitable ways.

Joshua Kornitsky: So it’s interesting you had shared with me previously that you had been, uh, an executive retention pioneer at Comcast for 20 odd years. Yep. Right. So that’s a really, really long time to spend in a space. How did you get from there to here?

Todd Lessem: Yeah. So being a pioneer, um, I was a startup guy. So over and over again, I had to prove my value and my team’s value to executives all day long. So every month, and because I was in the startup space, bridging out and embarking on new endeavors, new products, new strategies, um, the best way to justify your existence and your team’s existence is having data and being able to storytell what is happening within the business and the relationship between data and the qualitative activities, the behaviors that occur. And with that, I didn’t have full blown analytics teams. So I had to I had to be scrappy. I had to build it from the ground up.

Joshua Kornitsky: Homegrown.

Todd Lessem: Homegrown. Absolutely. So I was, you know, so because I was at the forefront so often, um, I won, I learned I have a love of numbers. They just jump off the page for me. Uh, and I have a God given gift where I can synthesize really complex concepts and strategies using data in very simple manners so that anyone from an executive to a frontline employee could understand it and execute against it and make decisions.

Joshua Kornitsky: So you speak simple, and I mean that in a complimentary sense. Not not in a, in a negative regard.

Todd Lessem: I do, but I think my wife would disagree with that. But I try I try on during my day job.

Joshua Kornitsky: So I’ll just simply say we all hear things through our own ears. They may not align with what our mouths think they’re saying, but I. But I would never speak ill of any other. Okay. So. But there’s another part to your life. And and that part is, is the marketing side. And, and, you know, it’s easy for everybody to say, oh, yeah, of course it’s data. Data leads to marketing. But I really don’t think that in in it’s obvious from what you’ve shared with us. It’s not obvious. And there’s a lot of people that understand they need data. They don’t understand why they need data. You help them, you bridge that gap and you help, um, act as a Rosetta Stone, as a translator from the complex to the simple for them. But how do you then help them take that into action?

Todd Lessem: Yeah. So during my 20 years at Comcast, I had very robust experience. So for much of my career I was focused on the startup side of the house. But then as we grew and the company became a behemoth, now it’s a fortune 30 company. I became the Fixit guy. So I started getting taking those startup principles and those data driven principles and and moving into unhealthy teams. And one of my last ventures was actually within a marketing communications team here in Atlanta. It’s what actually what brought me to Atlanta. So I was able to come in. And basically, if you saw anything that was on TV, radio, print, billboards, digital direct mail, it came across my desk. That was my team here in Atlanta, all the way from Miami up to Detroit. Wow. So how does it tie to marketing? Well, Specifically, um, as we think about this, uh, the creative teams, the teams that are creating all the content that are creating the advertisements, they were struggling to connect their value that they provided back to the business.

Joshua Kornitsky: Okay.

Todd Lessem: So in addition to building a team from the ground up, rebuilding a team from the ground up, putting in all the processes, the structures, all the boring stuff to make a team work.

Joshua Kornitsky: Um, some of us don’t find at that point.

Todd Lessem: I know, but for most people.

Joshua Kornitsky: Sure. You know, the infrastructure side is, is the less, uh, flashy side. How about that?

Todd Lessem: But it works, as you and I both know. Um, but I was able to bring in a data driven discipline to actually tie in. You know, these are the activities. This is the call volume. These are this is the website visits. These are all the visits that were occurring because of the team and the work that was happening, all the fancy stuff. Sure. Um, and it’s really connecting the dots. I was able to connect the dots and actually we helped improve employee churn because people started, they were able to connect what they were doing on a day by day basis to to actual tangible results. And they and it also increased their business fluency and they got excited about it. So tying it back to how does it tie back to marketing? It’s just, you know, I work with large companies, but I also work with some some smaller mom and pop shops here locally. It’s trying to help them understand don’t just throw money out the window at marketing tactics. Build a strategy, make it data driven, but also track your results and.

Joshua Kornitsky: Track your results. You say.

Todd Lessem: Yes, a novel concept.

Joshua Kornitsky: We just throw pennies in the wind. Yes. Um, so I’m curious because you you made this comment about the impact, right, of of drawing the connection. So what are some of the biggest mistakes that you see on the local level? Let’s let’s step away from the comcasts of the world. Because while I’m sure the board of directors is sitting around listening right now, I hope not. We we also touch a lot of local businesses and let’s help them. So what are some of the mistakes that you see there?

Todd Lessem: Yeah, absolutely. Um, one is and I’m a I’m a local business owner as well. So when I’m speaking about what I’m seeing, I’m also kind of giving myself some therapy and a big slice of humble pie actually, in the process. Um, so we act based off of emotion too often. And we are constantly, as a local business owner, looking to drive growth as quickly as possible without making sure we have that infrastructure in place to make sure we can handle that growth. Um, but the biggest mistakes I see are really trying. It’s really the local business owners that don’t understand marketing, but they, they, they, they believe marketing is just tactics. But it’s so much.

Joshua Kornitsky: More strategy, all tactic, all execution. No planning.

Todd Lessem: Exactly. Exactly. And, um. And, hey, I’m guilty of this, too. But it’s amazing of just what a little bit of strategy will do for your business. Um, from a local perspective.

Joshua Kornitsky: So you and I had talked previously and you had mentioned things about, uh, some, some basic non-negotiables. Yeah. Uh, what are some of those things that a business just needs to have on their radar?

Todd Lessem: Yeah, absolutely. These are the three non-negotiables that every local business owner should have. Just hands down. Number one, a website. Um, why? Because if I’m scrolling through and I’m searching for a business, if I have a problem and I’m going to Google and we’ll get to Google in a second. When I look at the different options that are up on Google, if there’s not a website where I can click through and learn more, I bypass them.

Joshua Kornitsky: Immediately. And is that normal? Asking from a marketing lens, is that typical consumer behavior?

Todd Lessem: It is. It is. And it’s it’s just it’s been established to this point, and it’s a credibility proof point at the end of the day. Um, now, that doesn’t mean you need to go out and spend $12,000 on a new website. There’s a lot of DIY options out there, but it has to be informational about you, your business, and also the products and services you offer. That’s number one. Number two is having an SEO strategy. So what is an SEO strategy? Search engine optimization to simplify it. Do you show up on Google? Yes or no. As simple as possible.

Joshua Kornitsky: So Google’s not just going to list me because I’m in business and I’m selling widgets.

Todd Lessem: Nope. They’re not. And in fact they want to make more money off of you, and they’re going to make it more challenging for you to be found on Google so that they can profit off of you. Because remember, they’re in the data business and they’re also one of the leading advertisers. They they’re they’re battling Washington right now on that front. I won’t go down that pathway. Sure, sure. Um, so number one, have a website. Number two, be found, be findable. Found on Google, found on Bing. I know Bing or Edge whatever it’s changing into. Be searchable.

Joshua Kornitsky: Microsoft’s thing.

Todd Lessem: Yeah. There. Yeah. Microsoft uh and then finally, you know, have a social media presence and I’m going to be the first one to say I hate social media. However, as a business leader, as a marketer, I would challenge every listener to think about social media as the television of the 70s, 80s and 90s. But think about it differently. Think about this. You have an opportunity to have free commercials.

Joshua Kornitsky: Right.

Todd Lessem: On over-the-air TV. It now just translate it to a smartphone device, on Facebook, on Instagram, on LinkedIn, whatever your your wherever your target audience is, that is the that’s the magic sauce out there. And trust me, the amount of time people waste on social media is is mind boggling. It increases more and more and more. If you’re not in the social media space, you’re missing out. You’re missing out on opportunity.

Joshua Kornitsky: Well, so. So would you say they’re leaving money on the table?

Todd Lessem: Absolutely.

Joshua Kornitsky: Okay, so so this leads to the the most obvious question, right. How can you help them?

Todd Lessem: Yeah, absolutely. So these are all the areas where those are the non-negotiables. Um, I’m actually the retention guy. So I really help business leaders think through and understand and execute tactics to nurture and drive growth from their existing customers. So one of the biggest things I see is as a new as a as a local business owner, they’re always chasing new customers. They’re chasing after the shiny object and they’re constantly chasing new, new, new. However, and I’m a part of several networking groups, we’ve shared this in the past. Fast. I’m in a room full of about business leaders that I’m in business for five, ten, 15 years. And I asked them, so what focus do you put on your your existing clients, your former clients? How do you increase purchases from them? And I get a blank stare.

Joshua Kornitsky: No strategy at all.

Todd Lessem: No strategy, no execution, no tactics. And that’s kind of my wheelhouse. I was a pioneer at Comcast. This is what I built. Um, so where I really try to come in and I try to help business leaders, local business leaders, think differently about their marketing approach. I help them build the strategy of, uh, an ecosystem of sorts of existing customer tactics, typically in social media. So I do actually do social media tactics and email communications, but I also tie into, in addition to that, the sales, the sales conversations. I work with their teams to make sure that they are actually talking about products and services. The other biggest mistake I see local business owners make. They spend a bunch of money on marketing and then they don’t answer the phone. They don’t respond to emails. They’re leaving money on the table.

Joshua Kornitsky: One of the things that I work with some of my clients on is simply understanding the the value of the consistency of language. Right. That everybody’s got to call a widget a widget. Everybody’s got to call a lead a lead, or it’s got to be a prospect, but use that same language across the board. And it sounds like you’re echoing that right here. Yeah, that that having everybody singing from the same songbook, so to say, makes a big difference.

Todd Lessem: Absolutely, absolutely.

Joshua Kornitsky: Would you would you share with us something from from your past, maybe a piece of advice or something you’ve received that, uh, that might help people better understand?

Todd Lessem: Yeah. Um, it’s the kiss method. Keep it simple, stupid. I think, uh, and I just wrote about this today. I think sometimes Business leaders, business owners. They go chasing the shiny object and they make they make business. They make growth hard when it doesn’t need to be. And sometimes it’s just the simple interactions, uh, smiling when you’re speaking to a customer over the phone, greeting someone who walks into your office and just acknowledging them. Um, that can be a game changer for a lot of people. And this is not some sophisticated marketing strategy that I’ve developed in the past. These are the blocking and tackling that you can do day in and day out that can help move the needle. And, you know, I think we’ve talked about momentum, right. But, um, you know, it’s just these, you know, everyone, every business leader I’ve talked to you. What’s the silver bullet? Todd. There’s no silver bullet. It’s a culmination of lots of little things, behaviors, tactics that then get momentum. And the next thing you know, It’s a waterfall of growth. Um, but you got to keep you got to keep it simple, stupid, and continue to do the little things well.

Joshua Kornitsky: You mean there’s no shortcut?

Todd Lessem: No. I wish so.

Joshua Kornitsky: Because I keep seeing these ads online.

Todd Lessem: Well, absolutely. You know, and I, you know, we’re in the room here and we’re all above, I would say 40. I’ll make that assessment here. Um, you know, and I and look, there’s scrolling behavior on all the social media platforms and taking business advice from someone who’s maybe 19, 20, 21, um, maybe is not the smartest move for you. Just saying.

Joshua Kornitsky: Maybe there, there there are phenoms out there, but tried and true and consistent tends to bear fruit over and over again.

Todd Lessem: Yeah. And and trust me, I, uh, I know that, but if you’re thinking about long term growth, business continuity, slow and steady wins the race.

Joshua Kornitsky: That’s the rabbit and the hare. The. The hare and the tortoise. Sorry. The rabbit and the hare is a boring race to watch. Um. Well. Thank you. Todd Lessem, owner of Diakonos Management Solutions and the data Miners. What’s the best way, Todd, for people to get in touch with you?

Todd Lessem: Yeah. Um, just shoot me an email. Uh, and I can share it with you. Over.

Joshua Kornitsky: We’ll have all of your info posted on our website so people know how to get to you. Yeah. Uh, your socials will be on there. Everything. Every way that anyone can get to you. But, um, if you have the time, we sure would appreciate it if you’d stay with us during the conversation with our second guest. So joining us in the studio now is Maggie Michaels DeCan, author, coach and consultant of the Amazon number one, uh, release for women in Business. Uh, Humble on Purpose. Maggie, thank you so much for being here with us. I appreciate you taking the time.

Maggie Michaels DeCan: Thanks, Josh. I’m excited to be here today. Nice to meet you, Todd.

Todd Lessem: Nice to meet you. Nice to meet you as well.

Joshua Kornitsky: So I really appreciate you making the drive down. And, um, you know, there’s so much to talk about. I’ve started your book. I brought my copy with me.

Maggie Michaels DeCan: Awesome. I have a copy for both of you.

Joshua Kornitsky: Thank you. Thank you very much, I very much.

Maggie Michaels DeCan: I’ll sign it for them before I.

Joshua Kornitsky: Thank you. So, what made you want to write a book? Tell us. Well, let me back up.

Maggie Michaels DeCan: Okay.

Joshua Kornitsky: Who are you?

Maggie Michaels DeCan: Well, I’m Maggie DeCan. I put my maiden name in there. Just kind of out of deference for who I was growing up, but I was, so I, uh, graduated from the University of Michigan, started in retail, and, uh, rose up through kind of a hard work ethic and some, maybe some negative things that I talk about in the book as well. And was, uh, in 2016, I was the president and chief operating officer at the Honeybaked Ham Company. And um was playing on five tennis teams one summer and pretty close to retiring. Thought I had reached the pinnacle of what I wanted to do, and I wanted. I went to the Canyon Ranch. Um. Oh, no, that’s not right. Let me step back. And then I decided I needed to do something with a little more purpose in my life. So I. I got quit from honeybaked, which is a euphemism. My friend Joanne. Harold, uh, says makes it sound better than being fired. But anyway, I got quit, and I knew that I wanted to do something more purpose filled. And so I actually had to work really hard to find a nonprofit that, um, found my skills transferable, ironically. So I went to be the CEO and executive director of the Children’s Development Academy, and I was planning on doing that for a few years. A few years became eight. Okay. And then I was planning on I was on my five tennis teams one summer, ready to retire, taking a walk in the desert with Joanne Harold, who is like my biggest influencer mentor, and she was had just written a book, was, um, coaching people and doing really fun things that sounded better than working on her back end. And I asked her about it and she said, oh, I’ll just connect you with Andrew Vogel at Ripple’s media. And, um, it’s really not that hard. And I was like, oh, good, okay, easy.

Joshua Kornitsky: And it’s the shortcut to success.

Maggie Michaels DeCan: So I met with Ripple’s media and talked about my book, which was going to just be kind of a leadership memoir about going from the C-suite in corporate America to a nonprofit world. And then I wrote chapter two, which was about losing my mother to suicide early and my father to a heart attack on at 17 on Christmas Eve. And so the book also became about overcoming trauma and perfectionism and lots of things that I at one point I kind of suffered imposter syndrome, and I was like, nobody needs to hear this. Andrew, let’s take out chapter two.

Joshua Kornitsky: A lot of people need to hear that.

Maggie Michaels DeCan: Well, now you sound like Andrew. So he made me really think about it, and we kept it in the book. And I’m glad I did, because a lot of people have said, you know what, if you can overcome all of that and do what you’ve done, I can tell my kids that they can overcome, you know, mean girls, that’s middle school, etc.. So anyway.

Joshua Kornitsky: Sure. And to, to just put it out there, you know, Maggie, one of the things that I think people who are, as Todd was mentioning earlier, joking about 19, 20 year old people that are trying to direct marketing campaigns for multi-millions of dollars, right? It. I have two daughters, 17 and 22. Um, I believe they are brilliant and insightful, but like everyone else, they can fall victim to seeing the curated versions of people’s lives, thinking that every moment is champagne and race cars and airplanes. Maybe not race cars, but you know that one’s for sure. And and in reality, it’s it’s just not that way. So thank you for being vulnerable. And it gives me the opportunity to ask you about a term that I know from your book, which is this scar based leadership, because leadership is something Todd and I both share a great passion for. Obviously, you’ve lived to a much greater extent than the theoretical universe that either of you have been through, or even the practical universe taught or I have been through. But tell us about scar based leadership.

Maggie Michaels DeCan: Sure. So losing my mom, discovering how my mom died at 13, which was not the ideal time to learn about it by reading her obituary. In my basement and then losing my dad, I really became kind of a control the universe perfectionist, and I was going to do everything I could to make sure that nothing bad ever happened to me again by controlling everything. So when I went through the Macy’s executive training program and read the book on management, I decided to just follow it, which made me a very.

Joshua Kornitsky: By the book.

Maggie Michaels DeCan: Non-empathetic by the book manager. So when people called and I write about this in the book with great, um, cringe factor, you know, people would call and say, you know, my child is sick. And I would say, you need to have better backup child care with a straight face, like, seriously? And you know, my my truck isn’t working. Well, you don’t have better backup childcare. Backup transportation. This is before Uber even, like, come on, I and my worst one was I was in Charlotte working for Belk, and, um, the hurricane was headed towards, uh, the Charleston. And we’re in Charlotte, you know, and I’m from the Midwest. And so the people start calling out, and I’m the executive on duty. And so I was like, I’ll just go run the switchboard. And the cosmetics associates are known to be the worst divas in the store. And so they start calling out, and I was like, ladies, we’re four hours from the shore. I’ll see you in the morning. Right? And they’re like, But Maggie and I was like, I’ll see you in the morning. And so at 4 a.m. when I’m in my townhome, shaking in the bathtub, praying I don’t get sucked out through the roof, I’m pretty sure that four hours from the shore is going to be on my tombstone. Sure. And the next morning, seriously, the National Guard is out there with, um, machine guns. It looks like it snowed. Greenery. I didn’t have power for a week. Like, um. Yeah, it was, uh, I and I really didn’t learn until I had my own child how to be a more empathetic leader. But when I was, um, I went into HR in my mid 20s, and I stayed there until my boss at Honeybaked. Uh, Chuck Bengochea said, I really need you to take over the stores. You’re a natural retailer. And so I did that. But. But the stores really thought that kind of friendly, nurturing Maggie was going to run the stores. And I started ranking people and having store visits and leave behinds.

Joshua Kornitsky: Accountability.

Maggie Michaels DeCan: Yes. And and that caused some disconnect. So we had a meeting at Oconee, and I got up on stage and I told them who I was and why they already knew I was a perfectionist. I didn’t need to share that, but I told them why I was a perfectionist. I told them about my mom, and I told them about my dad, and I told them I was going to work harder, to be more empathetic, but that I cared about them too much to walk by mediocrity. And, um, and it really broke down walls. Josh, it, um, my ability to be vulnerable. I mean, when I told them that I found my mother’s obituary and it said that it was written in 1963. So the journalistic standards of the time didn’t say she died in her, you know, of natural causes or it didn’t leave it blank. It said she was found hanging from a gas pipe. And so, like, there was a gasp in the audience and people were like, you know, they they got me for the first time. So I call that scar based leadership. And rather than, Then, you know, leading by trying to tell people how perfect you are and trying to be this version of the perfect Jack Welch CEO. I try and let people know I’m screwed up as quickly as I can in any conversation, because it lets people be themselves also, and you can get to the heart of the matter. And I think women especially need to just open up and be themselves and be authentic and let themselves, you know, if they’re nurturing, be nurturing. Stop trying to wear the man’s suit. Sure. And just so scar based leadership is a big principle that I believe in. It’s about authenticity and vulnerability, and I try to talk about it a good deal.

Joshua Kornitsky: Well, so that opens the door for me to ask you, because it certainly sounds like you’ve gone, uh, on a journey from, let’s say, buy the book to to authentic. Right? You are now your true self. Uh, and I should tell you, though, I’m not a woman, it does resonate with me because I, uh, I too, followed the by the book methodology and the very different path. I was raised in the car business and in the car business. Uh, there was black, there was white, and there was no place in between. And I don’t regret my time there. But I will tell you that it made me unnecessarily harsh for the early part of my career. And and, um, while it’s nice to have thick skin, it turns out that that it’s true about honey and vinegar, right? That you get a lot further being kind than you can be in a jerk.

Maggie Michaels DeCan: And at the end of the day, well, that’s what’s important.

Joshua Kornitsky: Well, and so that that leads me to the question. Right. So we’ve talked about author. We didn’t talk about coach and consultant.

Maggie Michaels DeCan: Right.

Joshua Kornitsky: So how do you take that that scar based leadership forward and help others.

Maggie Michaels DeCan: So that is really what’s bringing me a lot of joy right now. I’m really launching coach Maggie Dixon, not doctor, but, um. So I have. It’s funny. God put some, um, clients in my lap while I was still getting my certification. Almost like to show me this is what I really want you to do now. So. And then I got some paid clients while I was still finishing my certification. And I am also doing a lot of volunteer work that is bringing me great joy. Um, but all of it is about coaching people and leading people and listening to people like learning to listen came kind of late in my career. Um, if anybody that is working for me ever listens to this, they will laugh along with me. But, um, when I talk to people who were coaches, they said, you know, Maggie, you’ve been a you’ve been a CEO, you’ve been a CEO. You don’t need to get coaching certification. I was like, really? Boy, I would have been a bad coach. I would have been a good mentor, but a bad coach. Because coaching is all about listening and the neuroscience of getting people to have it be their idea. So I’m excited to say I love working with young emerging leaders. I’m I’m pretty qualified to work with the C-suite, too. And I like that. But it’s really fun to work with the new generation, because to your point earlier, they really think they know everything from TikTok. But there’s a lot they could still learn, and they really are excited when they’re like, oh, that’s how that works. So it’s, uh, and it’s also good to be able to say, okay, I’m going to take out of my step out of my coaching box and be a mentor to you now. And I’m going to tell you how this worked in my life. So I’m excited to do more coaching. And, um, I’ve had some consulting gigs that are really fun. I’m proud to say the first two they tried to hire me, which.

Joshua Kornitsky: Was.

Maggie Michaels DeCan: Awesome. And, uh, it’s it’s probably, though, because I forget I’m a consultant. And I was like, we have to do this. Oh, wait, you should consider maybe, perhaps trying this strategy. So I’m probably not the world’s best consultant, but I love it.

Joshua Kornitsky: Well, it’s funny, I I’m going to butcher it because I don’t remember the quote exactly, but something like a smart person learns from their mistakes. A wise person learns from other’s mistakes. Right? So, but you have to get to a certain point where you’re willing to be able to learn from someone else’s mistake. Uh, it is it is a common theme that seems to repeat throughout all of our lives that we know better, but we do it anyway. Yes, stick your finger in the light socket type of thing.

Speaker5: That’s so true, Josh.

Joshua Kornitsky: But we do eventually learn. Yes, we do eventually learn.

Speaker5: Oh, if.

Maggie Michaels DeCan: Only I could learn in my 30s, like I learned now.

Joshua Kornitsky: Well, I just always wanted the time machine to go back. But even. But I say that knowing full well that younger me wouldn’t listen to a thing. For all I know, I already did it, and and I just ignored all the guidance.

Speaker5: Anyway, if I could go.

Maggie Michaels DeCan: Back knowing what I know now.

Joshua Kornitsky: That’d be. That’d be a whole different thing. So tell us just a little bit about Humboldt on purpose. Your your number one release for women in business. Uh, indie reader approved and good business award winner. Number one. Uh, in number one in vacation.

Speaker5: Yes.

Maggie Michaels DeCan: I’m really proud of it. It took me about ten months to go from idea to getting it to market. And, um, I have 37, five star reviews on Amazon. I need 13 more to hit this magic algorithm. So, uh, if anybody out there is listening and that they’ve read it, please go on Amazon and review it. I’ll even take a four star just to get another one out there. But, um, it it’s really a work of. Of love to go out there. My family really appreciates having it. Kind of put out there that this is mom’s story. It’s it’s really a leadership memoir. And it’s got a lot of life lessons in it. And people will tell me, oh my gosh, I’ve already laughed and cried three times, and I’m on chapter three on the airplane. Or, um, they’re they’ll tell me this was my favorite part and it will be something I forgot I put in it. Right. And so there’s there’s literally something for everybody in there. Um, big lessons, little lessons, you know, don’t do this, do do this, or I learned a lot like my two favorite bosses, Mark Arensmeyer and Chuck Bengochea. When Mark Arensmeyer told me that just because something is true, Maggie doesn’t mean you have to say it. It was like a light bulb went off.

Joshua Kornitsky: Sorry. That’s very funny. Thank you.

Maggie Michaels DeCan: Um, honest to God, I was like.

Speaker6: But it’s true.

Maggie Michaels DeCan: And I was like, oh, well, Chuck told me. Obviously it didn’t quite sink in because Chuck used to say that could have remained a private thought. And I was like, oh my gosh. So I’m trying. At the ripe old age of 62 to now really embrace that. And I do filter things, but, you know, uh, honest to God, when he said that it was really, really a novel idea to me that if something was true, it shouldn’t be said.

Joshua Kornitsky: It doesn’t have to be said.

Maggie Michaels DeCan: It doesn’t have to be said.

Joshua Kornitsky: I’m going to have this painted like an Instagram sign to hang in my house is what I think I’m gonna do.

Maggie Michaels DeCan: Honest to God, it was such a new idea to me. So anyway, and people coming from the Midwest, I could have had a t shirt that said abrupt because I needed to add words to all my sentences. I spent so much time not bless your heart because that’s just, you know, that’s too that’s too southern. But if you might, would you please consider perhaps because abrupt was my middle name and now I go back to Michigan. I’ve been here since 86, and I do find people just a tiny bit short in their senses. But anyway.

Joshua Kornitsky: That’s very funny. So you said there was something else that your other boss had said.

Speaker6: Oh, that was Chuck.

Maggie Michaels DeCan: And that could have remained a private thought. Same theme. Okay.

Joshua Kornitsky: Well, it certainly sounds, uh, as I said, I started the book and I’m getting on a plane later today, so I brought it with me. Uh, and I’ll be reading it in flight. Um. It’s such a joy to have you share this with me. Thank you. With all of us. Um. May you. What’s the best way for people to reach you? And again, we will have everything on our website.

Maggie Michaels DeCan: Maggie. Com is my website, and I would love to talk to people about coaching, speaking at your rotary meeting, meaning doing your book club. Really, I just am in that time of my life when I’m looking to pour into others. So there’s really just nothing I wouldn’t love to talk to somebody about.

Joshua Kornitsky: That’s just fantastic. Well, I want to thank both my guests. Thank you again. Uh, Todd Lessem from the owner of Diakonos Management Solutions in the data miner. Sorry, I had to find my piece of paper because I always want to say the names. Right? And if anyone’s heard my other shows, I screw up names all the time, so I’m trying very hard not to. And then I got lost. And Maggie Michaels, deacon, author, coach, consultant, thank you both for being here. This has been, uh, Cherokee Business Radio. I am your host, professional EOS implementer Joshua Kornitsky. Thank you. We look forward to you joining us again next time.

 

BRX Pro Tip: Where Do Your Profitable Leads Come From?

June 5, 2025 by angishields

BRXmic99
BRX Pro Tips
BRX Pro Tip: Where Do Your Profitable Leads Come From?
Loading
00:00 /
RSS Feed
Share
Link
Embed

Download file

BRX-Banner

BRX Pro Tip: Where Do Your Profitable Leads Come From?

Stone Payton: And we are back with Business RadioX Pro Tips. Stone Payton and Lee Kantor here with you. Lee, today’s topic is profitable leads. What’s your perspective on that, man?

Lee Kantor: Yeah, I think that a lot of people don’t know where their most profitable leads come from, but they’re in luck because I do know where they come from. In most businesses, the most profitable leads for any business comes from word of mouth referrals. Those are the leads that are fastest to close. Those are the leads that you have the highest likelihood to close.

Lee Kantor: And so, the question becomes, if that’s the case, how do you get more of them? And the question you have to ask yourself is, what do I have to do today to get more referrals from the people that know me and that work with me? So, one of the things you should be doing in order to get more referrals is be exceptional. Another thing is surprise and delight your clients. Another thing is overpromise and overdeliver. And if you do those things right and over time consistently, you’ll see that you’ll have a pipeline full of the right referrals. And a bonus tip is also just regularly ask your clients to refer people they know who might benefit from what you offer and what you’ve been delivering to your clients. So, just asking for referrals is a great way to get more referrals, but every business knows deep down that the best lead is one that comes from a word of mouth referral. So figure out ways to become more referrable.

Wendy Nguyen with NCTP CPAS

June 4, 2025 by angishields

HBR-NCTP-CPAS-Feature
Houston Business Radio
Wendy Nguyen with NCTP CPAS
Loading
00:00 /
RSS Feed
Share
Link
Embed

Download file

WNClogo-WendyNguyenCPA

Hawaii Fluid Art Branding PhotosWendy Nguyen is a powerhouse CPA, business coach, and creative entrepreneur who helps individuals transform their passions into profitable, purpose-driven ventures. As the founder of NCTP CPAs, Hawaii Fluid Art Houston Heights, and the American Business Academy, Wendy blends financial expertise with a heart-centered coaching style rooted in her signature 3P Formula: Passion, Profit, Purpose. Her mission: inspire over a million people to get paid doing what they love.

A Houston-based leader recognized as 2023 Women Who Mean Business by the Houston Business Journal and 2024 CPA of the Year, Wendy integrates art therapy, wellness, and entrepreneurial strategy to help clients overcome limiting beliefs and unlock their full potential. She is the author of How to Get Paid Doing What You Love and an investor in wellness brands like JuiceWell and Leven Bakery.

In her conversation with Trisha Stetzel, Wendy shared her journey from international student to multi-business owner, explaining her passion for helping others align their interests with income. She outlined her three-step growth process and the importance of distinguishing between sponsors, mentors, and coaches for career success. Wendy also discussed her contribution to 6 Figure Chicks: The Houston Edition, emphasizing the role of mentorship, collaboration, and mindset in building a thriving business and fulfilling

Connect with Wendy on LinkedIn.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

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

Trisha Stetzel: Hello, Houston. Trisha Stetzel here bringing you another episode of Houston Business Radio. It is my pleasure to introduce you to my next sister guest. Yes. You guys know what the sisterhood means. And we’ll be talking about that at the end of our show today. So I want to introduce you to Wendy Nguyen, who is a highly effective art therapy and business coach dedicated to transforming your passion into profitable success as a certified public accountant, author, speaker, entrepreneur, investor, and coach, Wendy combines deep expertise with a heartfelt commitment to helping others unlock their full potential. She is based here in Houston, Texas, and her journey reflects resilience, purpose and a drive to inspire over a million people to get paid for doing what they love. Wendy, welcome to the show.

Wendy Nguyen: Well, thank you very much for the opportunity to be with the Houston Business Radio Show. And thank you very much for your time.

Trisha Stetzel: Thank you. I’m so excited that you’re here. So we won’t get to get into all of your businesses because you shared with me you have ten businesses, Wendy, you are such a superstar. And, uh, I know there are so many women listening today that would love to learn more about you and all of those ten businesses. But today we’re going to focus in on coaching. And I know one of the the bigger topics is around coaching versus mentoring versus sponsorship. So before we get into that topic, Wendy, I would love to know. Let’s tell the listeners a little bit more about you. And your your business structure, or at least some of your businesses. We may not be able to tackle all ten of them today, but just tell us a little bit more about you, Wendy.

Wendy Nguyen: Yes. So about me, I came to the US in 1997 as an international student. I was 17, so yes, you can know my age. That’s no problem. I have, uh, three children and my oldest one is in college, uh, right now with a fine art degree and then one in high school and one in middle school handful. But it’s a lot of fun. So, um, and for me, it’s my trade. I started out going to college, you know, like everybody else with a degree in accounting and then end up with being an auditor for many years for, you know, baby, back in the.com day in the Silicon Valley, uh, Southern California as well. And, um, That was like 2001. So with that, I get to get into the business of over 300 different companies and understand their operation and their financials. And because of that, then I have, you know, a great, great love for anything have to do with business, not for profit. I know so many different industries from healthcare, oil and gas, manufacturing, constructions, um, and um service industry as well. And, and because of that and I’m always I talk to like 3 to 5 people a week at least at the minimum.

Wendy Nguyen: Being an auditor, I always interview people. And my, my always question was some people are really, you know, happy at their job. And some people were like, wow, you know, I like to do gardening, but then I have to really do my corporate jobs or being here. So I’m always, always asking, how do we connect the dots between love what you do and get paid for it. So that’s my biggest curiosity all the time and try to find the answer for it. And because of that, then I, you know, decide to start my own business. Uh, after being an auditor for a long time and what my, my own business is still doing accounting, which is, you know, a lot of finance and numbers related while leading to that. Then I just like, well, you know what? I can do something even better. And and because I learned so much during the years with having different many people into my life and talk to many people and I’m like, who are coaches who are like mentors? What is, you know, sponsorships. And that has been a very kind of very confusing for me. And, uh, but now I think I find the formula.

Trisha Stetzel: I love that, and I want to hear all about your thoughts around what that formula looks like. And I also want to share a couple of things that you might not share about yourself. Self. Uh, to the listeners, you guys. Wendy was recognized in 2023 by Women Who Mean business in the Houston, the Houston Business Journal, and in 2024 was CPA of the year. So Wendy knows what she’s talking about. And I’m so excited to have you on today. Let’s talk then about how do we decipher between a coach and a mentor and a sponsor, and sometimes even how do we navigate using one or all of those people who might be assigned to us when we’re in the corporate space? Or we might hire one or engage with one as an entrepreneur?

Wendy Nguyen: Yes. Yeah. And, uh, so also my latest award for 2025, I’ve been recognized as the Inspirational Women Entrepreneur Women, uh, by the 14 World Leaders Forum. I will receive my award in the UK at the end of August.

Trisha Stetzel: Oh, Wendy. Congratulations. That’s beautiful. I love that. Thank you for sharing.

Wendy Nguyen: Yeah, because I’m not only doing business here in the US or Houston, Texas, I’m also expanding and exploring many opportunities in Southeast Asia and UK and Australia as well. So. Um, yeah, it has been a very, uh, like an epiphany moment for me to, uh, one of the things that people know about me is would be like, I like to take something very, very complicated and make it very simple. Um, so I, you know, because I like math, I like numbers, but at the same time, I have this kind of like creativity side on the art side. And sometimes it’s very chaotic when it comes to art. So how do I, you know, connect the art side with the math side. And because of that, then I come up with what I call a three step process to a fulfilling life. And the three step process, I’m like, well, you know, first you need to remove your limiting belief. Second is setting goals. And the third is learning how to achieve goals. Okay. So looking back I’m like, oh you know what. Children as children and growing up we go to school. Most of the time the school is teaching us how to achieve the goals. It’s not so much about setting the goals.

Wendy Nguyen: Our goal is maybe more like handle to like given to us by our parents or our teachers. So really, the people, the first people in our life that are the sponsor, the coach and the mentors are our parents. And now, you know, if parents are being smart about this, then they can say, you know what? Because I’m already kind of a one that’s doing many things for you. Too many roles. But why don’t I’m going to go ahead and stay in the sponsorship space. You know that. I’m going to show you the way how to achieve the goals. So as you know, as you know, when you go to a corporation to work or just over the time people are like, oh, you know what, you should get this person mentoring you. You should get the other person mentoring you. Uh, in a corporate setting, a lot of times when you talk about mentoring, is maybe you coming in as a staff and being mentored by a manager, right. Or by a senior. And so which means mentorship to me is that oh, you know what? Because this is my career path. And five years from now I want to be manager. So now that manager can be the mentors. So that can help me setting the goals and the bus kind of stuff there because I’m like, I’m projecting that into that person in my career path.

Wendy Nguyen: But now if I say going into, um, you know, having a, uh, sometime also that maybe you you more you want your life to be more than that, you know, more than just being an, like a manager in your company. Then what else can you do? And now, just like, wait, wait, you know, I probably need, you know, for me, like, ten years, 15 years into my corporate career, then I’ve been sent to get executive coaching. And so as part of the coaching process, what I learned is that the coach is actually the one that help you to remove the limiting belief that you have help you to pointing out your superpower. And and at the same time, though, it’s like it’s depending on the coach, right? Because you may have like an executive coach. But then what if you want to have a um, a better in communications and then you may need to have a relationship coach. So it’s just like, you know, if you want to be really, really good at basketball, you’re not going to go and get a football coach.

Trisha Stetzel: Right?

Wendy Nguyen: And at the same time, those, you know, your coach doesn’t have to be the best in whatever that that the field that they are doing, you know, like that you don’t need the, the the football coach to be like a number one football player because then it’s more of the coach is actually somebody that intimately and kind of know you and hold you accountable. And that’s the same with the Olympian, right? The coach doesn’t necessarily mean that they want a lot of like gold medals. So more of the people who want the gold medals more be be more like a mentor to you instead of being like a coach to you. So and one of the failures in the past that I have is I usually when you build relationships with people and then suddenly you’re going to put the person into carrying on three rows for you without knowing it. So I have a really, really good. Um, two companies that I work for a long time. Like, well, for me, I try changing jobs pretty often so I can learn. And what I found is whenever I find a manager or a partner that I not only supporting them, help them to finish the project, then I ultimately put them into a position of being my coach, being my mentor, and being my sponsors. And that’s really limiting the growth. So, you know, looking back, I would say, you know, that manager who’s going to be sitting at the table to help me with the promotion or helping me with getting the salary, then that person is more like a sponsor, okay, because they don’t want to show me how to, um, you know, supporting me, right? I talked about me to get to the goals that I want to get to.

Wendy Nguyen: So I should have just positioned that person as a sponsors. And then I should go and looking for a different mentor who, you know, that I can be in that organization or another organization, but it’s like a really good like audit partner and say, can you mentor me how to become a partner? Right. And and then again, it’s like another mistake is like when I decide to start my own CPA practice, I talked to audit partners and, um, other CPA firm. But then what I didn’t know is that wait a minute, they are really good at auditing, but they may not be good at business. So I should have been asked and looking for a business coach. So so you know, I make so many like, little, um, setbacks, but it’s like, you know, expectations. I think it’s more like expectation that you’re looking for from the person. And, and I think that now looking back, I say, you know what? A person like, even if you when you have a young kid, you should already using this model to really have your kids to build a network because people always say that you know, the leveraging relationship. If you don’t have money but you have, it’s not about what you know but who you know, then you can also ask a lot of questions because knowledge is also currency.

Trisha Stetzel: Mhm. Mhm. Oh my gosh. I love where you’re going with this. So can we dig around a little bit at the limiting beliefs. Because I know that’s something a space that you work uh in with your clients. So how do we how do we get there. I know some of us know that there’s something in our way. We might see that critical constraint that we’ve got this roadblock that’s in the way, and we got to get around it. But oftentimes, we don’t know. We have to dig a little bit deeper to figure out why that constraint is anchored in front of us. So what kind of work do you do with your clients in that limiting belief space?

Wendy Nguyen: Yeah. So, uh, with the space of limiting Belief is, um, one of the sessions that I do a lot with my customers is that I help them to build a personal vision board. And instead of just jump right in and say, you know, dream about what is your dream life look like? I was a lot of times I would say, you know, write out things that you need to forgive and forget, okay. And, and I have four areas of our life that we need to forgive and forget for ourselves is first is all about our health. And it’s mental health, physical health, you know, our relationships, um, our wisdom and then our success. So, you know, something that you need to forgive and forget is sometimes we have this self-doubt and talk to ourselves that, you know what? I’m not looking good enough. I’m not tall enough. I’m not, you know, skinny enough. I’m not pretty enough. Um. You know, my hair is this color. My eyes. Is this. So, um, that’s just more of the, you know, on the physical side, right? So then first you need to forgive and forget yourself. And. And what is that you feel like you regret, and you’ve been kind of like, just hammering on it or like, on a mindset side, like on a on a mental wellness side. Say, you know what? I don’t think I ever learned meditation.

Wendy Nguyen: I would never get to there. Um, or, you know, I’m not I’m not tough enough. I, I’m not that strong. I’m not that resilient. So those are the things that you talk to yourself on a daily basis, not unconsciously, not knowing that. Um, and a lot of times people will say I’m not good enough. And what they forgot to think, what is good enough? Right. Or all the success side people cannot say, well, you know what I’ve been wanting to have, you know, debt free or. I always want to own a house like five years after college. And so that’s something that on the success side, we feel like we’re not getting there. And also like we self-talk that as well. Then we need to write it down. You know, to say that we first we need to forgive and forget. So just like you want to have a really nice home, what do you do? The first thing you need to decluttering okay. Yeah. And so when when my client, they would sit down, they would share with me that in each of the areas that they have this kind of things that they need to let go, forgive and forget, then that’s when I know that that’s where their limiting beliefs are coming from.

Trisha Stetzel: Hmm. I think this rolls right into your this area of how to get paid doing what you love. So how do you how do you take someone from they love gardening, but there in this other space working, they have a job, W2 job, or maybe even a different business. How do you get them from being over there to actually getting paid to do what they love? And I know it’s probably a very long journey, but where do you begin with that?

Wendy Nguyen: Yeah. So I love to talk about this because with this one I come up with the £0.03 formula. So everything with me is sitting at number three. So make it simple right. So it’s A3P formula. It’s called passion profit and purpose. So I would really sit down and dissecting the passion side. Somebody say you know what I really love gardening. Then on the passion side I would have you know there’s three things that I would break it down for people on the Passion. When you say that you’re passionate about something, which means are you already the best in whatever you do cycle is the core competencies. Okay. And then the second thing is I have is the core values. And you know somebody who loves gardening, which means that they love to, um, get out there and be in with the nature. And that is they can be to me that can be a very honest person. Right. So that’s going to be the core values that they are into it, because they want to be part of the nature, they want surrounding with the green. And they have the love for nature. And so, um, you know, knowing your core value. And then, um, the third thing is your visions, right? You know, like I said, yeah, I love gardening, but what is the vision that you want in that gardening? Like, do you sit down and say, you know what I want to every single house that look like a, you know, a beautiful garden and like, one house at a time, then this is the vision because that’s your passion and you want to go to people home and have their front yard look gorgeous.

Wendy Nguyen: Then now you have a vision, then you can get into the business. But if you just like, you know, I love gardening, but you know, as long as I can grow some plants and vegetables and flowers in the back of my garden and I’m happy about it, then. And if you don’t have the desire to do something for somebody else, then how are you going to get paid for what you love to do? I love that. So just have to be the desire. So I really dig into their passions because sometimes it’s just more like, it’s like this is a hobby and this is not something that is they felt like compelling. So to solve a problem that is in the world or, you know, in people’s daily life.

Trisha Stetzel: Yeah, absolutely. I, I love the, the way you make things so simple. When do you take the very complex and break it down? And in a lot of cases, just three parts. Right. For each of these areas and I love that. Thank you for sharing so much. Great information. Uh, if people are already, um, excited about connecting with Wendy, I’d like to send you to her website, which is Wendy Nguyen coaching.com w e d y n g u I e coaching c o a com. So Wendy Nguyen coaching and you can find all of the information that you need in order to get in touch with Wendy on her website. So, Wendy, um, why do you believe everyone needs a mentor and a coach?

Wendy Nguyen: Yes. So I because the the coach will help you to see your strengths and your weakness and hold you accountable for the goals that you want to set right. And so it’s and then in our lives we always have uh the blind spot. Mhm. And you know like I say it’s maybe something you never think about of like just by every day telling yourself you’re not good enough then actually hindering everything that you want to achieve in your life because you speak it to become the reality. So, um, that’s why it’s it’s the coach. It’s important. And because when you also when you grow up in a family, right, your parents are your first coach and, you know, some family, they can, you know, you can hear about they broken out of poverty or that the first one go to college or some family that, you know, the kids are very successful. That’s because, you know, the parents are already successful in the society so they can give their advice. So we can only go as high as our parents if we only we’re not seeking for more. Right.

Wendy Nguyen: And so the coach is also going to help you to seek for more. And one thing those, you know, selecting a coach is also very important because if let’s say, you know, going back like if a for a business, if I say I want to grow my business international, then I do want to have a coach who some way somehow know about the global perspective. Um, and uh, versus, you know, having a more, um, I’m more comfortable with working within my community then. Yeah. You know, you’re finding a coach that working within your community. Uh, so I and it’s to me, it’s really because in order for you to set any goals You really have to get out of your limiting belief. And you know, I’m sure this is something that also a very good that you will talk about gardening, somebody love gardening. And um, when I asked my mentee this question, she thought that I was tricked. I tricked her because she loved gardening. And I said, so when you love gardening, will you, uh, pulling out the weed first or you watering the seed first?

Trisha Stetzel: Hmm hmm. Okay. Very good question. Yeah, it is a very good question. That’s why she thought you were trying to trick her.

Wendy Nguyen: Yeah. So the answer is that you would want to pulling out the weed first. Because the weed. What? Representing the weed for me are the limiting belief, the self doubt.

Trisha Stetzel: Okay.

Wendy Nguyen: Then you would do the watering and then you would do the fertilizers, because what you mentioned is that, you know, we have kind of like planted a seed and then start putting fertilizers and putting the water. And now the weed is also there. So the weeds also grow together. Very true. The goal is to have and also as big as your self-doubt that you may have every day.

Trisha Stetzel: Wow. What a great question. And again, bringing it down to something so simple that’s easy to understand. Right on why you would want to pull the weeds out first, which is a limiting belief. Thank you for sharing that. That’s wonderful. Okay. Would it be all right as we get to the back end of our conversation here today to celebrate this thing we call six figure chicks, I’m really excited to be collaborating on this book with you, Wendy. I can’t wait to read your story. So it’s six figure chicks. The the first Houston edition. The book will be available on June 16th on Amazon. And each of us there are 17 of us authors have told our story in this book. So I hope all of you will go out and get your preordered copy of the book. Of course, it’s available after the 14th. That’s just our launch day. So, Wendy, why did you want to be a part of the collaboration for six Figure Chicks?

Wendy Nguyen: Yeah, that’s a great question. So I as you mentioned at the beginning, I’m already an author and also one of my book, actually a well-known, um, I was co so the first two books that I published was in 2023 and um, uh, the first was How to Get Paid Doing What You love, uh, book. And there’s also a series. So I interviewed, you know, multiple people about their, their journey. And then immediately, uh, right after that at the same time, February. March of 2023 I coauthored with my very famous global author, Marie Diamond. And so the books have been it’s called Global Conscious Entrepreneurs. And as has been publicized, you know, over like translate into 16 different languages. And, um, and because I always want to continue to have the second book from the, um, first book get paid for your passions book, uh, I want to continue to have that book and interview more people. The first one, I interviewed nine different entrepreneurs. And so beginning of this year, 2025, I’m like, you know what? I’m going to go on to my second book sequel. And I’m already start talking to different authors about it. Um, then all of a sudden, you know, mail cards, she is the one that’s helping us publishing the book, right? She started talking about six figure check book. And of course, the ambition, like I did. Like, why not seven figure? Salary, $5 million. You know, businesses. And I’m like, why not seven figures. And. And she was like, well, you know as we talk about is the six figure is by the end of the day wherever we take home. Right. And how how much money actually you need to have a comfortable life. So six figure should be enough, right. So I say yeah, that’s very interesting.

Wendy Nguyen: And so I, I was very excited to coauthoring the books with um and Mel want to, you know, collaborate with multiple women. And then in this case um, like as earlier Trisha said that I have many businesses and the only reason that I can have so many businesses is because every single business, I have business partners and I’m a big believer into collaborations. And so, you know, with this book and I get to meet many more amazing women than that is like in alignment with my kind of business core value, actually, because I don’t do business alone. Right. So if you’re kind of like a self-employed, you know, one person shop, to me that’s not a business. Yeah. A business have to be a collective of a group of people. And so like this book, collaboration with many other women and listen to their story. I’m very excited. You know, the chapter that I actually share and talk about, uh, which the other books I don’t talk about much is actually how to, um, find a business partners, you know, how to collaborate. And, and I will say I’m almost a really good person to write this book because, I mean, my chapter because I fail so many times in business partnership. At the same time, I also have a lot of wins. So I can take, you know, take the setback. And what do I learn from the setback? And I can, you know, pick out the the point right away. Then you know what can be a success. Because one thing that I find is women who are so versatile, we are so multitasker, right? If you can be a mother and take care and raise a human being, then you can totally, you know, starting and raising a business, right?

Trisha Stetzel: Yeah.

Wendy Nguyen: You can manage because you have to manage, you know, the little one who have no skill or don’t know how to write, don’t know how to read. Yes, exactly. Yeah. So I, I so because of a long time, you know, a lot of time women is because we’re so multitasker that we become loner. We don’t know how to collaborate. And I want to for this one, I want to give people the courage to collaborate. Because as much as I failed and I lost a lot of money, you know, through business partnership. I still encourage it’s worth it. Tried it. Because the only way that you can grow so big and make a bigger impact is about collaborations.

Trisha Stetzel: That’s beautiful. Wendy, thank you so much for being with me today. I suspect you’re going to have to come back on the show because we have so much more to talk about.

Wendy Nguyen: Yeah, because. Because everything we touch on.

Trisha Stetzel: Yes, exactly. Okay, if you guys are ready to connect with Wendy, then you can find all of the information that you need either in the show notes, or you can go directly to her website at Wendy w e d n g u y e a c h I n g. Wendy Nguyen coaching Wendy, it’s been such a pleasure to have you on today. Uh, looking forward to our next conversation.

Wendy Nguyen: Well, thank you very much, Tricia. And, uh, thank you for a lot of great questions. And now, because not only business coaching, but I incorporate art into business. So that’s going to remove more limiting beliefs.

Trisha Stetzel: Yeah I love that. And that’s what we need to talk about the next time you come back. Because I’m very curious about how you’re implementing this art piece into this holistic approach that you take. Thank you again, Wendy.

Wendy Nguyen: Bye bye. Tricia.

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

 

Tagged With: NCTP CPAS

Gabrielle Baumeyer with Baumeyer Coaching

June 4, 2025 by angishields

HBR-Baumeyer-Coaching-Feature
Houston Business Radio
Gabrielle Baumeyer with Baumeyer Coaching
Loading
00:00 /
RSS Feed
Share
Link
Embed

Download file

2PNG-BaumeyerCoachingGabrielle

GBaumeyerHeadshot-BaumeyerCoachingGabrielleWith over 25 years of experience coaching and consulting individuals and teams, Gabrielle Baumeyer is a powerhouse in leadership development and purpose-driven performance. As the co-founder of Reason2Race, Gabrielle helped more than 500 companies and nonprofits raise over $8 million for global and local causes through fitness-based fundraising events. She now channels that same passion into her work as an executive leadership coach, empowering leaders to maximize their impact by aligning with their deeper purpose.

Gabrielle holds a coaching certification from CoachRICE at Rice University and is an Associate Certified Coach through the International Coaching Federation. A proud graduate of UT Austin with a degree in Architectural Engineering, she lives in Houston with her husband, Bill. She’s also a top fundraising Ironman Arizona finisher and recipient of the HBJ Women Who Mean Business award.

In her interview with Trisha Stetzel, Gabrielle shared how her coaching style blends holistic insight and transformational strategies to remove obstacles and unlock full potential—both professionally and personally. They discussed the importance of soft skills in team performance, her work with high-impact leaders, and her contribution to the upcoming book 6 Figure Chicks: The Houston Edition. Gabrielle encouraged listeners to take bold action and pursue their goals with intention and heart.

Connect with Gabrielle on LinkedIn.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

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

Trisha Stetzel: Hello, Houston. Trisha Stetzel here bringing you another episode of Houston Business Radio. It is my pleasure. And I’m so excited about having another sister on. You guys know what I’m talking about. We’re still talking about that beautiful pink and green book that we’re gonna talk about in a few minutes. But I’d like to introduce you to my amazing guest today, Gabrielle Baumeyer, who is an executive leadership coach with Baumeyer Coaching. She has over 25 years of coaching and consulting individuals and teams and achieving extraordinary results. Prior to becoming an executive leadership coach, Gabrielle co-founded Reason to Race, where she worked with over 500 companies and nonprofit organizations to maximize their community impact. Her work resulted in 6000 individuals completing 700 events and raising $8 million for a local and internet for local and international causes. So hold on, Gabrielle, I have a little bit more because there’s something really, I think, really important here that I want folks to know about you. For her community leader achievements, Gabrielle received the Women Who Mean Business Award as an Ironman Arizona finisher. Gabrielle was honored as a top fundraising athlete. Gabrielle, welcome to the show.

Gabrielle Baumeyer: Thank you so much, Trisha. It’s great to be here.

Trisha Stetzel: Isn’t it fun to hear those things like when someone else is saying it? You’re like, wow, I do a lot of good stuff. I’m so excited to have you on the show. You do some amazing work. And, um, I’d love for you to tell us a little bit more about Gabrielle, and then let’s jump into the coaching aspect after that.

Gabrielle Baumeyer: Sure thing, sure thing. Well, let’s see, uh, I’d like to answer that question by saying, you know, maybe what other people would say about me, you know. Okay. Yeah. And, uh, the first thing that comes to mind is I’m, um, I’m someone who is very committed to the community. I’m really, really committed to people stepping up, being leaders, expressing who they are for and with people. And that’s what my life has been about. And now in my older, wiser years, I look back and I go, wow, that that actually is who I am. I’m the person who lifts up people. And so it’s fun being in this later part of life to realize that and then to get even more focused and refined on that. So that’s the nutshell of it.

Trisha Stetzel: We have a little bit in common. Uh, and you may have to come back and be on my Serving the Community series, and we could talk all about that. I think that would be so much fun. I’d love to have you back. Okay, so anything else you want to tell us about Gabrielle?

Gabrielle Baumeyer: Sure. Uh. Let’s see. I’m, uh. I’m actually an introvert. It kind of sounds crazy because I’m out in the community a lot, and I love, uh. I love my husband. I’m married. My husband is. His name is Bill, and we’ve been together for 22 years, married 19. And something to know about us is that we live a pretty extraordinary life together, which is about making a difference. And it’s been that way since day one. And so I like to tell people anything of significance I’ve ever accomplished is because I have that man by my side and, uh, I don’t do anything alone, which is interesting because I am an introvert. And so working with teams of people is really a big deal for me. It’s one of my superpowers. Now I’ll work with teams and I will help them elevate performance and get done whatever they say they want to get done. And then I’m going to go home and I’m gonna take my quiet time and regroup so I can be ready for the next group. Because I really do just love lifting up people and having them guess that anything’s possible for their lives.

Trisha Stetzel: Yeah, I love that you and I have way more in common than either one of us even knows. Uh, we have to have another conversation. So I do want to mention that Bill took all of those amazing photos of us for the book. So if anyone has seen the headshots on social media advertising six Figure Chicks, the Houston edition, all of those photos were taken by Gabrielle’s amazing husband, Bill.

Gabrielle Baumeyer: Yeah, thanks for that mention. That’s very really kind of you. Thank you.

Trisha Stetzel: So let’s dive a little bit further into your coaching practice. You love to work with teams. Even before we started recording, you were talking to me about some things that you have going on where you’re connecting people. You seem like a really big connector, even in the business world. So let’s talk a little bit more about your coaching practice. Who? What? When? Like what is your favorite thing to do inside of this team space that you talk about?

Gabrielle Baumeyer: Yes. So I’ll start with in my coaching practice I do individual executive leadership coach. So I’ll work with the leader of the company or the organization. And then sometimes what it leads to is now I’m going to work with the team because they see something else that can expand and what’s possible with their group, and sometimes it’s vice versa. Somebody sometimes people will bring me in to work with their team, their board or their executive committee or their IT department or whatever it might be, and then I’ll end up doing individual coaching off that. So that’s a fun kind of circular type of, of, uh, business generation. And so what I love to do is go in and work with teams on whatever projects they have, where they haven’t quite made the jump. There’s every leader has big goals and ambitions for their teams. And inevitably a leader’s going to say, we’re not getting there at some point. We’re not getting there. It’s kind of like, you’re not done until you’re done. And so one of my specialties is going in and working with the teams to have that team work at their best. So elicit their greatness. You could say, because chances are the leader hasn’t quite tapped into that yet.

Gabrielle Baumeyer: Now, how can I say that? And how can I know that? Because I’m there. They haven’t tapped into it quite yet. And so what I love seeing is inevitably I’ll be working with a team and sometimes I’ll do one day retreats, two day workshop, whatever it might be. But there is a point where something becomes exponential, and what becomes exponential is that they realize they already have everything that they need to be a high performing team, they just haven’t been using it. And so we uncover and discover that they’re already brilliant, they’re already committed, they already have the tools that they need. They’ve just been a little covered up. You could say, well, a little stuck. And so I just go in there and work with them on getting unstuck. And it’s easier than you think. It’s usually a very, very clear process. And it’s so clear that they can’t see it. And that’s fine. But that is my job. And so from the very first minute, people can tell that my workshops are different and they’re not prescribed and they are incredibly interactive, and people walk out with a new sense of capability and clear path to accomplishment that they didn’t have before.

Trisha Stetzel: I love that you have a more holistic approach for your the teams or the individuals that you’re working with. And I think mindset is probably in that holistic space as well as just wellbeing. Uh, you’re fit and you like to be out in the community doing those types of things. So talk to me about this more holistic approach that you have with your clients.

Gabrielle Baumeyer: Yeah, thanks. I’m glad you brought that up. So inevitably, also something that happens in working with, with not only with teams, but especially in the one on one, it might come up in the team, uh, regard as well. It’ll start with the leaders though is while I’m always coming in from a business perspective, there’s always, look, we’re hiring you because we have these kinds of business goals. We want to get to X, Y, and Z in terms of our numbers and goals and whatnot. But these are people, and these people all have lives, and they have families and they have, you know, fast food access everywhere and goals and being physically fit, or they’re dealing with high blood pressure or whatever it might be. And so, yes, while I’m coming in from a business angle, they will eventually talk to me about a personal aspect of their lives that might not be working or working as well as they want it to, and something that they want to impact. And sometimes, Trisha, that happens sooner rather than later. Because I mean, quite frankly, they see me on LinkedIn or on my Facebook and they see that I’m out there running events and I’m I’m physically fit and active. And so it just kind of comes up in the conversation.

Gabrielle Baumeyer: And I’m really, really pleased that it does because I do I do take my health and my physical fitness very seriously, not only for me and me so I can be around for as long as possible, but also because it’s it’s a challenge for me to stay healthy and well. And so that’s always a mountain. It’s been a mountain for me since I was 13. And so if I continue to keep challenging myself up that mountain, I keep a beginner’s mind of what might be challenging for others. And so it becomes a demonstration at some point and an inspiration for people to see me doing it. Because I’ll say I’ll be like, look, I don’t want to work out either, okay? Like it was hard for me to put my shoes on and go do that thing. And if I never had to eat anything healthy again in the rest of my life, I would be just fine. So I deal with the same. I call them demons, right? I’ll deal with the same. Like I don’t want to and let me do it later. And can somebody else please save me? I deal with that too. Uh, a lot of times in the physical fitness and the, you know, keeping healthy arena. And so when other people see me do that and they say, wow, she she’s human too, like, she’s not, you know, she doesn’t have it all figured out.

Gabrielle Baumeyer: It’s like, no, I don’t. And so it gives me a real capacity in my coaching to give people a lot of space for whatever they’re dealing with. And so what most likely, if you’re dealing with this kind of business issue or challenge and you’re stopped in performing or you’re stopped in taking those next steps, sometimes it’s the same kind of stop. It’s of the same essence in your physical fitness or in your wellness arena. And so sometimes it doesn’t matter which arena we discuss, you’re still the same person and you still might have the same. I don’t want to. And you can’t make me. Can I do it later going on? Or my team’s not performing. Well, you know, somebody’s not pulling through for me or whatever that might be. But my work is really transformational in nature. So back to your your comment about it being holistic. This is not the let me give you a you 100 page workbook, and there’s 10,000 exercises and checklists for this and checklists for that. And I love my checklist, don’t get me wrong. And all of those tools have their time and place. Don’t get me wrong, I love them.

Gabrielle Baumeyer: And what I’ve found in my work with people is that while that can be a tool to help with certain regards, certain aspects, ultimately we’re going to be having a conversation about what it is that you want, where you want to go and what might be in the way. What you might be telling yourself, or what barriers you might be hitting that are going to have you not achieve that. And then, Trisha, what happens is when they see what that barrier is, they can’t unsee it and you can’t unsee it. It’s a little bit like the cat’s out of the bag. Mhm. It’s kind of like now you can tell that you’re making the choice to go left and right then Right or not left, then right. But you get to say yeah. So it is transformational. And the thing about having it be transformational, it’s not prescriptive. And we’re removing the obstacles that are in the way already of what you already know how to do. I’m not going to give you 12 more exercises to do and checklists to follow, because you’re not going to do them anyway. You already have 1200 things that you’re not doing. Okay. Like we all do, right? We all have a to do list.

Trisha Stetzel: We all do.

Gabrielle Baumeyer: Yeah.

Trisha Stetzel: Okay. So if what you’re talking about is really speaking to someone, I’d love for you to give your contact information so they can reach out and get to know you and learn more. How would they do that?

Gabrielle Baumeyer: Best way is to go to my website ballmeyer Coaching.com. My last name Coaching.com and that has my social media icons and ways to connect with me there. And then there’s a purple button that says book a call. I suggest clicking that. Click that. Click. Yeah. And and look, it’s it’s real easy to go to a website and just kind of look around and you might book a call or you might not, but I developed that website with a particular communication idea in mind. And that is for people to get to know me because hiring a coach and you know this, Trisha, it’s very personal, it’s very important. And you want to have it be the really the right decision for you. So when people go to my website, I encourage them to go to the page that reads promises. There’s a page called promises. And I was very deliberate in how I wrote that out, because I want people to know that I’m making promises to them when we work together. And essentially what you can gather from reading that page is that I’m going to go the distance with you because I love you, and I don’t even know you yet.

Trisha Stetzel: I love that. All right, you guys. So the website is b a u m e y e r coaching.com. Uh, so you can go and learn more about Gabrielle and connect with her. You guys go book a call, for gosh sakes. It’s just a few minutes and get to know someone else, right? I love this. Okay, I want to dive into this whole idea of the intangibles around coaching. So you and I both know that there are some tangibles. Very easy to measure, very easy to see improvement or taking that next first right step. But what about the intangibles and how do you one let’s define what some of those are. So tell me what some of those are in your coaching space. And how do you help your clients see that these intangibles can be just as important as the tangible things?

Gabrielle Baumeyer: Sure. Intangibles are when people say, we want to be better communicators. I want to have more confidence. I want there to be, you know, more trust in my team or I want to be able to trust my team, right? It’s things like that. Sometimes we call them the soft skills, right? Yeah. Right. So let me tell you this. Uh, something else to know about me is that I’m a little bit of a numbers nerd. Okay? I’m an engineer by study, so I love me some numbers, I really do. I love tracking things. I love my spreadsheets. I love all that stuff. And what I have discovered over the past 25 years plus of doing some form of coaching that I have done, some form or fashion. I’ve been doing this stuff for, like you mentioned, for 25 years, I’ve noticed that there is a direct correlation between the results that a team produces, and those can be measured by numbers. There is a direct correlation between those numbers that teams produces and the the soft skills being addressed. If you and your team say, we are going to produce 1 million this year, whatever the thing is, right? 1 million widgets, $1 million, whatever it is, right? Just making up numbers. If you say you’re going to produce 1 million and right now you’re at 500,000, that’s a big deal to be able to double your results. Again, I’m just making up numbers. So in order to double those results, trust has to be established. In order to double those results, the team has to gain a level of confidence. In order to double those results, the team must be in communication in a way that perhaps they’ve never been in communication before.

Gabrielle Baumeyer: So it’s all in the numbers. And the numbers tell a story. The numbers are the real black and white demonstration of whether or not those soft skills are being addressed. And in my work, I will have my clients see the correlation between those. Now, they might make the million dollars or not, or they might make the million widgets or not. But the growth is in the team aligning and saying, we’re going to go from X to Y. And if they align on that and then they’re willing to do the work. And I like to tell my clients, you don’t even have to do 100% of the work. Just do 80%. Like just give it your all and you’re going to mess up and you’re going to fall short sometimes. And that’s okay if you fall short or if you make it. There are actually opportunities for both of those. And one of the tenets of my work is you’re going to do what you say you’re going to do. Like, if you’re gonna if you’re gonna say you’re gonna do it, then you’re gonna do it. And it’s kind of a simple tenant. It’s a simple thing to say. And oh my gosh, Trisha, is that harder to do than it is to say? And so when a team says, yeah, we’re going to go for a million, it’s like, okay, now let’s roll up our sleeves and begin the process. The intangibles become tangible as represented in the black and white on the piece of paper.

Trisha Stetzel: I love.

Gabrielle Baumeyer: That question.

Trisha Stetzel: Oh yeah. Most definitely. Um, as you were talking through that, I’m thinking about, you know, these leaders who are avoiding hard conversations. I work with small to medium sized business owners who are in the same space. Right. That they’re they’re afraid to say something to one of the team members or one of their employees because it’s a hard conversation. So they just continue to avoid it. What’s what would you say about that particular space? And, you know, for the leaders who are listening, what advice do you give to them about being on being comfortable with being uncomfortable.

Gabrielle Baumeyer: Right? Yeah, that’s a good way to put it. Look, you are going to be uncomfortable with that. It’s never that’s never going to go away. Mhm. Yeah I’ve been doing this stuff. I’ve been walking the planet for like there’s still conversations that I don’t want to have. They’re uncomfortable and okay you’re we’re never going to get to that point where it’s like yay I want to do this. This won’t happen okay. It just won’t. And that’s okay. Now where I focus my work with leaders is a great deal in that arena. It’s having those kinds of uncomfortable, uncomfortable or challenging conversations. You can say, all right. And noticing number one, it’s like it’ll always kind of feel that way and that’s fine. And then number two is looking at at a kind of at a microscopic level, what the cost is if you don’t have the The conversation if you really, really looked at the cost of it. And sometimes we’ll do a little mock mock test, right? Like what can happen if you don’t have the conversation and what can happen if you do? And sometimes it just takes five minutes to just really get in touch with, gosh, if I do not actually address and bring up the issue with that manager, these six things could result. And it could be kind of ugly down the line. And then you say, okay, well what if you did have the conversation, what could happen. And then we do that scenario and it’s like, well, well actually maybe it wouldn’t go that poorly. And nine times out of ten, whatever is stopping that leader from bringing up that topic, it’s most likely some kind of broken record that’s been going on for a long time.

Gabrielle Baumeyer: And it’s some version of that person won’t get it. It’s not going to do any good and I don’t have enough time to do it or something like that. And so you’re it’s like a smile of familiarity. It looks like. And sometimes those concerns or I call them broken records. Sometimes they’re so loud. And you know this, Trisha, they’re so loud that we can’t even hear them. So one of the benefits of having a coach is having someone who’ll listen in a particular way such that you can hear yourself. And this is how you know you’re playing some broken record. If the result you want still isn’t happening, if that manager is still doing his or her thing after seven years or seven days or whatever it is you, you get to define how long it is. You know, how long is too long. If that is still happening, chances are there’s some conversation you haven’t been willing to have. There’s a cost to it, and there’s some broken record that’s been playing that is so loud that you can’t hear it. And if you have that now I’m talking just to listeners, right? If you have that going on and you know what I’m talking about, because it’s the thing that you just thought to yourself like, oh yeah, that’s been going on for way too long. Book a call with me.

Trisha Stetzel: Yeah. And it’s real easy. You just go to Coaching.com, go to the promises page. I got this right. Yeah. So. And for you guys, just spelling it out b b a u m e y e r coaching.com is where you’re going to find all of Gabrielle’s information. So before I get to my last question and we wrap up today, I want to celebrate this book where you and I haven’t read it yet. I have been holding back from reading anyone’s, um, draft copy, if you will. We’ve all had the opportunity to write a chapter in this amazing book six Figure Tricks checks that Houston edition. For those of you who are watching the video, you can see the really cool book here. And I’m so excited it’s going. Our e-book is going to be released on June 4th. If you’re listening to this afterwards, you can still get a copy of the book on Amazon. You can also get a copy of the hard copy of the book a little bit later down the road, so be on the lookout for those. Gabrielle, tell me why you got involved in writing your story for six figure checks.

Gabrielle Baumeyer: I’ll give you a couple answers. Okay. Uh, the simple answer answer is Melkor. That woman is exceptional. She is absolutely extraordinary. And I met her. We talked a few times. We talked a few more times, and then I realized she’s the real deal, and I like to be around people who are the real deal, who are for people. Because I’ve discovered Trisha, if I hang around people who are for people and who are committed to people and want to lift people up, that’s my kind of people. Yeah. And then it fuels me. So that’s the short answer. Melkor. Mhm. For those reasons. And the second one is this is going to sound this is going to sound wild. I have this uh, it’s kind of like the Gabrielle Meyer business plan. My life business plan. Okay. It’s like 25 pages, like ridiculous. Okay. I’m not recommended to do 25 pages. But anyway, that’s just me recovering engineer.

Trisha Stetzel: I’m just saying.

Gabrielle Baumeyer: Totally. The table of contents and everything. Color coding. And there’s a line in there, Trisha, that says As in 2025. I want to coauthor a book, and I wrote that last July. For like 2025. I forgot I wrote it. Okay. See what had me write? That was my desire to tell my story. I didn’t know how I was going to do it. I didn’t know who was going to be with. It was like, you know, however many lines or words. That is, I’m going to coauthor a book because I was ready to come out from behind the curtain. So what does that mean, come out from behind the curtain? Now, some people listening to this, they know me, some people don’t. But I feel like I’ve been just, like, kind of stepping my little baby toe into what’s possible for my life in terms of my business and what I can do with and for people and having my gifts live out in the world. Because I’ve been incredibly blessed. I have been given skills and talents and characteristics and abilities that I now can own. As of like a year ago. Like it hasn’t even been that long. Okay. Which is crazy, right? Because I’ve produced results and I did them almost. It feels like by accident. And now I get to produce them with intention and with a certain ability to have my path and my journey inspire others to get that they can reach theirs. And quite frankly, it’s just a matter. It was a matter of time. And so I said, all right, Milcah, let’s go for it. And here I am.

Trisha Stetzel: Congratulations. I can’t wait to read your story. It’s going to be absolutely amazing. Your story along with the rest of the ladies. I think we’ve had a total of 17 ladies that are part of our sisterhood for this volume one. Really excited for the release of that. And and it’s a whole new circle of people that we wouldn’t have had access to in the first place. I just got goosebumps. And Mel is responsible for that because I’ve done a book collaboration before and it was nothing like this. You wrote your chapter, you told everybody about it, we sold it, we became best selling authors, and then we all moved on. And I don’t even know the other authors. That is not what’s happening with six figure chicks. It is amazing. It’s a movement. And we’re going to go out and mentor young ladies. And there’s so many amazing things about this book. So you guys, if you’re listening before June 14th, go get ready to get on Amazon and Pre-purchase your e-book on June 14th. After that, you can still purchase it, of course, but that’s our big launch day, so that’s what we’re really pushing for. Uh, Gabrielle, as we close today, what’s what is one thing that you’d like to leave the audience with today?

Gabrielle Baumeyer: Anything is possible. And first step is just saying that you want it. That’s the first step. Say you want it. Surround yourself with people who are like minded and who believe in you. And then take the actions that you know to take, even when you kind of don’t want to. And it’ll all turn out. Yeah.

Trisha Stetzel: That’s beautiful. Gabrielle, thank you so much for being on the show with me today. It’s been amazing.

Gabrielle Baumeyer: Thank you. Trisha.

Trisha Stetzel: You’re amazing. All right, you guys. That’s Gabrielle Baumeier. Baumeier Bomber Coaching.com. You guys go on and book a call with her. She’s amazing, by the way. Uh, I’ve only met her a few times on online. Once in person. Uh, and her amazing husband as well. And she’s a treat. So I think that you should have a conversation with her. Gabrielle, thank you for being on the show.

Gabrielle Baumeyer: Thank you. Trisha.

Trisha Stetzel: 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. Be sure to follow, rate, and review the show and 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.

 

BRX Pro Tip: CEO Should Stand for Chief Evangelizing Officer

June 4, 2025 by angishields

BRXmic99
BRX Pro Tips
BRX Pro Tip: CEO Should Stand for Chief Evangelizing Officer
Loading
00:00 /
RSS Feed
Share
Link
Embed

Download file

BRX-Banner

BRX Pro Tip: CEO Should Stand for Chief Evangelizing Officer

Stone Payton: And we are back with Business RadioX Pro Tips. Stone Payton and Lee Kantor here with you. Lee, CEO, most of us think of that as chief executive officer, but perhaps it should really stand for chief evangelizing officer.

Lee Kantor: Yeah. It’s funny, when you start a business, you want to be the CEO and you’re the chief executive officer. And then, you quickly realize you’re the chief everything officer where you’re doing everything. But at some point in the growth of your company, in your work, you realize you better pivot to being the chief evangelizing officer.

Lee Kantor: It’s funny, when you start and you’re responsible for doing everything, everything ends up on your plate, and you’re just really working really hard to get everything done to your standards. And then, as you grow, you learn to delegate. And then, as you delegate, you’re doing less and less of the work that you started doing when you started the business. And you’re delegating to other people that are able to move the needle in your business.

Lee Kantor: But at some point all of that changes and you realize that it’s about kind of sharing your vision and evangelizing the service and mission to your people, to your prospects, and to your clients. And that’s the thing that’s going to move the needle and take your business to a new level. So, it’s exciting times when you get to change that hat from chief everything officer to chief evangelizing officer. But that’s what it takes to really propel your company to a new level.

Embracing Accountability and Love: The ATL Approach to Media Leadership

June 3, 2025 by angishields

HVR-iHeartMedia-Feature
High Velocity Radio
Embracing Accountability and Love: The ATL Approach to Media Leadership
Loading
00:00 /
RSS Feed
Share
Link
Embed

Download file

In this episode of High Velocity Radio, Lee Kantor interviews Spencer Bynes, Atlanta Metro President of iHeartMedia. Spencer discusses iHeartMedia’s transformation from a traditional radio company to a dynamic media organization, including podcasts and live events. He shares leadership strategies for revitalizing struggling markets, emphasizing the importance of accountability, tenacity, and love in building a strong organizational culture. The conversation covers managing change, fostering innovation, and developing leadership in a fast-paced industry. Spencer offers practical advice on balancing risk-taking with accountability and highlights the need for patience and engagement during times of disruption.

Spencer-BynesSpencer Bynes is the Metro President of a six-station cluster in Atlanta, Georgia, for iHeartMedia, the nation’s leading audio company. As the first Black Metro President appointed in Atlanta, Bynes oversees all programming, marketing and operations efforts, while developing and managing key partnerships across the company’s platforms.

With more than 25 years of experience as an entrepreneur, business developer, leader and executive coach, Bynes has thrived in diverse industries, including Oil & Gas, Healthcare, Broadcast Media, Consumer Package Goods, Nonprofit, Fine Arts and Entertainment, Higher Education, Construction and Industrial Services. His proven track record of generating revenue, driving performance and leading successful sales organizations showcases his exceptional business acumen.

Previously, Bynes served as iHeartMedia Texas Area President from 2021 to 2023, where he drove revenue growth and delivered the highest sustainable profit margins for five community markets. His leadership in Beaumont, Texas, earned the team the Community Market of the Year award in 2022 for the highest year-over-year revenue growth.

Bynes’s journey also includes roles as Director of Talent Management and Talent Acquisition at iHeartMedia and Talent Acquisition Manager for Coca-Cola North America. His entrepreneurial spirit led him to establish Accendo International, recognized as one of the “Fastest Growing Women-Owned Businesses” by the Houston Business Journal in 2012 and 2013. iHeartMedia-logp

Living in Atlanta, Bynes immerses himself in community engagements and enjoys golfing, one of his true passions. He feels incredibly fortunate for the opportunities he has been given and is dedicated to leaving a legacy of success for the next generation of iHeartMedia leaders. Bynes’s story is one of growth, development and unwavering commitment to excellence.

Connect with Spencer on LinkedIn.

Episode Highlights

  • Evolution of iHeartMedia from a traditional radio company to a comprehensive media organization.
  • Spencer Bynes’s vision for enhancing iHeartMedia’s presence in the Atlanta market.
  • Importance of leadership in turning around struggling organizations.
  • Role of organizational culture in employee engagement and performance.
  • Strategies for managing culture during times of disruption in the media industry.
  • Emphasis on accountability, tenacity, and love (ATL) as core values.
  • Balancing innovation and risk-taking within an entrepreneurial mindset.
  • The significance of leading by context rather than consensus.
  • Need for patience in leadership development amidst rapid industry changes.
  • Encouragement of collective intelligence and collaboration in problem-solving.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

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

Lee Kantor: Lee Kantor here. Another episode of High Velocity Radio, and this is going to be a good one. Today on the show we have Spencer Bynes. He is the Atlanta metro president for iHeartMedia. Welcome, Spencer.

Spencer Bynes: Thank you. Lee, it’s a pleasure to be here.

Lee Kantor: Um, for folks who aren’t familiar, can you just give us, um, I called it iHeartRadio. That’s what back in the day, it was called for a while, but now it’s iHeartMedia. Can you talk about that? Uh, just kind of mission purpose and how you’re serving folks in Atlanta?

Spencer Bynes: Yeah. I mean, uh, for those who aren’t familiar with iHeartMedia, we are the number one audio company, uh, Atlanta today and say that with great pride, um, we reach about nine out of ten Americans every day. We are the number one podcast content provider on the globe as well. Uh, and now doing that internationally, um, we offer not only, you know, about 900 radio stations across the United States, but, uh, now are launching podcast hubs in APAC and Doha and Qatar in that area. And we, you know, of course, you’ve seen iHeart music festivals and country festivals. And so we’ve got lots of tentpole events, live events, um, all across the country as well, along with iHeart music, uh, Awards, podcast awards. So everything media, I think a lot of folks think of us as just a radio company, but we are a full fledged media organization.

Lee Kantor: So, um, before we got on the air, you mentioned that, uh, you’ve been working, um, in several different markets before you got to Atlanta. Can you talk about, um, what your plans are in Atlanta and, how you see this market evolving?

Spencer Bynes: Yeah. Um, my plans for Atlanta is, you know, iHeartMedia has never been a dominant, uh, cluster in this market. So certainly, I think my first and foremost goal is to help us get into the rightful position of of, uh, leading media in this in this marketplace. We’ve got a lot of competitors in the market. And within our company, uh, Atlanta has always been, uh, a struggling market. So my goal is to come here and help us consistently drive revenue, um, in a positive manner, drive performance in a in a positive manner. That’s that’s what I do. This is my second tour of duty, uh, with iHeart. I was here about 16, 18 years ago when it was Clear Channel Media and a totally different role. So I’m classed as a market fixer. Um, because of my background. And, um, I was running five markets in Texas before I got here and was able to turn those markets around. And we had a pretty phenomenal year last year in this market, um, and recognized some revenues that haven’t been seen in quite a while. And, uh, you know, when you look at Miller Kaplan in terms of digital revenue and total revenue overall, we were at the top of the market. So, um, we’re on we’re on plan, as they say, to do some of the things that we want to accomplish here in Atlanta.

Lee Kantor: So let’s talk about kind of what you’ve learned about turning around, uh, companies like this, what are some of the things and maybe you can share some leadership advice that you’ve gotten over the years. Um, how do you go about kind of turning around a situation? Um, obviously when you’re brought on, everything’s not Well, or else they probably wouldn’t be calling you. But for any organization that might be struggling or plateauing or maybe going negative, what are some of the things that you do right away? What is kind of your first 100 days look like when you’re taking on a new challenge?

Spencer Bynes: I love this question, Lee. Now you’re getting to the to the core of my DNA, and that’s that’s really helping people. I had a a consulting firm, um, when I, after I left, I clear channel the first time and, um, our, our tagline was you only better. Um, meaning that everyone has talent. It’s just up to leadership to identify that talent and then focus it in the right direction. So it’s a it’s a pretty easy template for me that I’ve seen work consistently. And it really has a foundation of three things people, process and product. And coming in and looking at those three buckets. And this works For any company. And I’m my background is executive coaching and leadership development. And so when I would come in, I’ve worked in pretty much every vertical you can think of, of coaching CEOs and senior level executives. And when you look at people, process and product, you come in. And those first I come into a market, the first 30 to 60 days, I interview everyone in the building, uh, from, uh, the janitorial staff all the way up to the senior executives in that market. And I ask them, you know, basic questions, typically three questions around who you know, what do you do for the company? How do you add value? Uh, and what, uh, can I, as a market president, do to help you achieve your goals? What’s so interesting to me is how do I add value is probably the toughest question for everyone to answer.

Spencer Bynes: I typically get answers around their job Um, description more so than how they add value and connecting the dots on. How does a company make money? How does the company value what I bring to the table? So it’s it’s always an interesting people think it’s a trick question, but once I get all of those those interviews done, I give everyone about 20 minutes of my time until I get through the whole list. I consolidate that information into some common themes, bring everybody back into a room, and share what I’ve learned from those conversations. And then we prioritize based on impact. Meaning, uh, I will from those conversations pretty quickly. Know, um, do I have challenges on the people side, on the product side? Um, or, you know, in that performance? So when you’re looking at people, product and process, um, if the processes are broken, uh, You can you can identify those quickly.

Spencer Bynes: And typically what I’ve seen is it’s a little bit of both of you have some outdated processes or uh, some poor communication around process that when you fix those, you immediately start to see a revenue shift. Um, it’s a little bit harder on the people side because people may be miscast in their role, um, or have outgrown the roles, outgrown them, or they haven’t been upskilled or trained or coached. Some of those things you can fix and some you can’t. And once you find those, those individuals and you and you either move them around in the organization and put them in a better space or you replace them, revenue starts to magically appear as well. But that’s the quick formula for that, and it takes some time. Uh, out of the six markets I’ve been in, uh, some move quickly and I see dramatic change, uh, because those problems have been there for a while and haven’t been changed. When we change them, it immediately impacts in a positive way. Some are a little bit deeper rooted in process, and it takes you a little bit of time to uncover those. But those those principles work no matter what industry you’re in.

Lee Kantor: Now, when you ask the question, how do you bring value? Is that doesn’t that speak to the culture of the organization? Because if they’re answering in a very this is my you know, this is what’s on my job description, that sounds like they have a very transactional view of what’s going on in the organization. But if they can answer more holistically, that sounds like the culture is healthier and that they understand kind of what their mission is and what they should be doing. How do you kind of fix culture, or is that something that, you know, by changing the people in the process, you fix the culture? Um, can you speak to that?

Spencer Bynes: Yeah. I think the answer, the short answer is it depends, Lee, because you may find that culture is super valuable. Um, and someone else may have a difference of opinion. I think it really depends on who you are, what role you play in the organization, and how much influence do you have if you’re one of the leaders in the organization, uh, that is responsible for a team, um, how you drive culture and influence culture matters a lot, but if you’re an individual contributor who doesn’t have a lot of influence, that it may it may be different. So I’ve learned over the years is to ask the question and then holistically step back to see what are the trends, because you can’t. And this is my opinion. I wouldn’t say that this is scientifically proven or anything, but I believe that you cannot manage Age people because they’re too diverse. They’re too unpredictable. What you can do is manage behavior because behavior is universal across, um, race, origin, you know, religion, all of those types of things, behavior, human behavior, you can pretty much predict to a certain degree based on circumstances. So as a leader, I think a lot of leaders fall into trying to manage people and not behaviors. And then as a leader, you need to basically give direction, remove obstacles, motivate, uh, and provide resources for people to do their jobs. If you can do those things consistently and keep it simple, the rest really falls into place. There’s a I think this is a Nick Saban, uh, saying, I don’t know, but I really like it is don’t focus on the success. Focus on the standards. If you continually raise your standards, success is inevitable. And so that’s that’s the type of culture that I try to to instill in those places that I’ve been given responsibility over. If I can get people to individually look at what their standards are day to day and them to raise their standards up incrementally over time, collectively it makes a huge difference.

Lee Kantor: So how do you manage the culture of an organization when they’re in an industry that is kind of chaotic and going through a disruption or going through, um, a lot of innovation that, um, especially in, in kind of older organizations where maybe the trust has eroded over time that they people have been made promises that haven’t been kept or, or it feels like they’re in an industry where they’re falling behind. Um, can you talk a little bit about how to manage that in in a time of disruption? Because there are so many organizations that are being disrupted, um, even in your industry where, uh, you all had to make a shift from radio to digital, um, but in other organizations where maybe AI is becoming more and more prevalent, uh, can you talk to how to handle that type of chaos?

Spencer Bynes: Yeah, and I love the question as well. Um, I think in in times of chaos, you got to find some way of, of. Finding common ground, uh, that everyone can, can rally around. Because change is always going to be the one thing that’s consistent. We are always going to experience that change. And, uh, this, this, this season of change has been probably more dramatic and unpredictable than what I’ve seen in many, many years is a very real example. Uh, and when my team hears this, this broadcast, they’re probably going to roll their eyes because I say it all the time is, um, ATL is a common term used in Atlanta, you know, welcome to the ATL. You’re in the ATL. And so I’m big on acronyms ATL is for for us here at iHeart is accountability tenacity and love. And that’s what we rally around. That is the price to get in to our organization. And it also is the standard to stay. And what I mean by accountability, tenacity and love, which helps you manage through the chaos, manage through the change is what can be a consistent rally cry for everyone is we thrive on accountability, meaning that we all are responsible for our part and doing our job. And we don’t mind, you know, receiving those messages centered around accountability, and we don’t mind holding others accountable to what they said they’re going to do.

Spencer Bynes: Um, we are tenacious, ferocious about being our best and being a successful in the task that we’ve been given. And then the third is, if you don’t love what you do, if you don’t love being here or love doing what you do, then why are you doing it? And so we try to find those people who don’t love it. And if the chaos is creating situations where you don’t love it as much because it’s too damn hard right now to do it or to too many obstacles, then go find something else. Life is way too short for you to to do something and spend so much time and energy in trying to reach goals. If you don’t love it, I’m the type of person that kind of runs toward the dumpster fire, and I love to problem solve. So Atlanta was a destination for me that provided those opportunities for for me to do those things. And ATL is something that is in my core belief system, and it helps me get out of bed every day and come to work. And I try to find people who have that same mentality. I try to identify ways to help them get there, and if they can’t get there, then we don’t, you know, we don’t want them to stay and we try to find ways to help them find a way out. Does that help?

Lee Kantor: Yeah. Um, it sounds like you spend a lot of your time in large organizations trying to create this kind of entrepreneurial mindset. When you’re doing that and you’re embracing innovation that you know, every entrepreneurial venture needs as kind of a kind of a guiding star. How do you balance that with accountability and, um, and not make people afraid to take risks knowing that some of the risks aren’t going to work? The odds are, you know, most of them aren’t going to work to some degree, but it’s a matter of iterating and learning and creating that growth mindset along with the entrepreneurial mindset and embracing that innovation just has failure or learnings attached to it, no matter how good you are at it.

Spencer Bynes: Hey, I probably will sound like a you know, I have all these sayings, uh, this is just stuff I picked up along the way. So and I mean these genuinely, um, when you think about innovation and creativity, I, I believe in leading, and someone has to take the hit for when you, when you don’t meet those goals. And so. So while I am the market uh, metro president for for Atlanta, leading is not my sole responsibility. Everyone plays a leadership role in this organization. And so while I don’t lead by consensus, I do lead by context. So I try to bring the brains brain trust together, all of us together to help problem solve and use, uh, the value of all of these different diverse minds and perspectives that we have, um, to get, uh, some contextual information around how do we how do we solve this problem of of getting more revenue or getting new customers back, uh, or in and getting customers that left back, all those types of problems that we deal with on a day to day basis. I try to use those to, to help us solve problems together. But at the same time, um, I have a mentality of, of we don’t lose, we learn. Uh, and that’s something I’ve picked up along the way, too. Don’t be afraid to lose if you’re if you’re not failing. Um, on certain things that you’ve never done before.

Spencer Bynes: Uh, you’re not trying hard enough. So there is, you know, there is a lot of failure. I was thinking about this this morning. Um, uh, I said, I’m going to coin this as a Spencer phrase, and I’m probably stealing it, and I just don’t remember where I got it from. But it’s like success is an island in the middle of the ocean of failure, right? It’s just a respite. Success is temporary. It it just is always fleeting. And so success is just a resting point for you to now increase your standard, you know, step out of your comfort zone, take more chances, and more than likely you’re going to fail along the way before you succeed. So that success just gives you an opportunity to catch your breath. For those that are driven to then go launch back out into the deep. And I really believe that I’m fanatical about that. And I, I encourage people, you know, get in and fail quickly. Don’t wallow in it. Don’t look behind you. You can’t win a race, you know, looking behind you. But get in there and take a chance. You know, when we’re doing we’re prospecting for new business. I was like, get in there. And you’re going to be told no more than you’re going to tell you. You’re told yes anyway. So get in and take the no. Learn from it and then come back and ask again.

Lee Kantor: Yeah. One of my favorite, um, quotes along that the, the line of what you’re saying is the obstacle is the way. There there is no path that has no obstacles. The obstacles are just part of the journey. So don’t take it personal. You’re going to have to find a way around it, over and under it, through it, whatever. But that’s just part of it. It’s not something that you can avoid.

Spencer Bynes: Yeah, I heard Steve Harvey say something one time that made me chuckle because he was like, you know, pain is part of the part of the journey. Quit tripping about the pain. You know pain is the way to. To the success. So don’t trip about the pain.

Lee Kantor: Right. That’s growth.

Spencer Bynes: I mean, yeah, embrace it.

Lee Kantor: That’s it. I mean, I 100% agree. Um, so what do you need more of? How can we help you?

Spencer Bynes: Wow. Nobody ever asked me that. Uh. Uh, what do I need more of? Um, it’s the one thing that I probably can’t get. And that’s that’s. I think it’s time. Um. I think you giving me an opportunity to express my my opinion on on this, because I think I have. I worked in media for about seven years and then left, and I worked in consumer packaged goods, and I worked in, in air services and oil and gas. And what I find in media is that, um, because of what you said, it being volatile and so much change and Gin and very, very dynamic. Um, we don’t tend to have a lot of patience when it comes to leadership development and growth. And, you know, there’s a difference between between change and transformation, because we see a lot of change in our industry almost, if not weekly, monthly, yearly, but every year, I mean, this industry is different. Um, the leadership is different. And if you’re not performing, uh, at a high level, you may not be given the chance to lose and then come back and win, um, because the pressures are so high. So I would say, you know, what I need is, is for more leaders to, to be committed to transformation. And that takes time. It takes commitment. It takes, um, you paying attention. It takes active listening, um, and and consistent, uh, focus on the people. Uh, so giving me a platform to at least share that I appreciate that.

Lee Kantor: Yeah. And I think it’s aiming higher, maybe at a different type of mission than you’re initially looking at what your impact can be.

Spencer Bynes: Well said.

Lee Kantor: Well, Spencer, thank you so much, uh, for sharing your story today. You’re doing such important work, and we appreciate you. If somebody wants to connect with you, what is the best way to do that? Or even learn more about iHeart, uh, media? Uh, where should they go?

Spencer Bynes: Well, absolutely. Go to iheartmedia.com, and you can learn about all of the different opportunities that we have, whether you’re on our career page or if you want to learn more about some of the different mediums we have within, uh, an assets that we have within the organization. Um, you can reach me at Spencer at Spencer or Spencer at iHeartMedia. Dot com is probably the best way to get Ahold of me. And again, Lee, I appreciate you’re doing great work. I think this is something that everyone needs. We don’t have enough opportunities to have conversations. And that’s the power of radio is having those, um, engaging conversations around some of the things that that impact us every day. So continue to do what you’re doing. I listened to some of your broadcasts, and I’ve gotten some insights from it just in preparing for this conversation. And, uh, you’re doing great work.

Lee Kantor: Well. Thank you. This is Lee Kantor. We’ll see you all next time on High Velocity Radio.

 

Tagged With: iHeartMedia

Sarah Ziese with The Legacy Wealth Network

June 3, 2025 by angishields

HBR-Legacy-Wealth-Network-Feature
Houston Business Radio
Sarah Ziese with The Legacy Wealth Network
Loading
00:00 /
RSS Feed
Share
Link
Embed

Download file

BBR50508SFCH-SarahZieseOriginally from San Antonio and a proud Texas A&M alum, Sarah Ziese began her career in education before discovering her passion for financial services. Now the founder of The Legacy Wealth Network, Sarah helps entrepreneurial-minded individuals—especially women—create clear, values-aligned financial plans that support lasting wealth and legacy. She believes financial education isn’t optional—it’s essential.

With a math-first mindset and heart-centered coaching approach, Sarah empowers women to take control of their financial futures. She also owns The Tidy Patrol, a residential and commercial cleaning company, and serves on the boards of Bel Inizio and 100 Women Who Care – Cy-Fair.

In her conversation with Trisha Stetzel, Sarah—known as “Sarah ZZ”—shared her journey from teacher to entrepreneur and her commitment to building community through mentorship and sisterhood. She opened up about her daily routines, finding mental clarity through running and writing, and debunked common financial myths. The interview wrapped with encouragement for women to chase their goals boldly, while lifting each other up along the way.

Connect with Sarah on LinkedIn and Facebook.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

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

Trisha Stetzel: Hello, Houston. Trisha Stetzel here bringing you another episode of Houston Business Radio. It is my pleasure to introduce you to my next guest. Yes, you guessed it. We do have something in common, and we’re going to talk about that later. Sarah, who is a financial advisor, Bossbabe and CEO of the Legacy Wealth Network, is on the show with me today, and I’m going to give her a proper introduction before I let her tell more about herself. So she’s originally from San Antonio and is a proud graduate of Texas A&M. Um, whose professional journey began in elementary education before she found her calling in financial services. Driven by a deep belief that knowledge is power. Sarah is passionate about equipping successful women with the financial education and confidence they’ve often been denied. Sarah, welcome to the show.

Sarah Ziese: Thank you so much, Trisha. It’s so, so fun to be here. So I really appreciate you having me on.

Trisha Stetzel: Absolutely. And I do have some A&M fans and people in my family. I’m just saying we are a divided family. So for those of you who are listening.

Sarah Ziese: Well and in most recent months, it hasn’t been very easy to be an Aggie fan. A little bit of heartbreak, but that’s all right, I’ll still believe. Yeah.

Trisha Stetzel: They always come back. They do. It’s going to be okay, right? We just got to believe. Okay, so, Sarah, let’s start at the beginning. Tell us a little bit more about you, and then I’d love to, um, spend a little time talking about how you juggle everything that you’re juggling. And then we might have to talk about this.

Sarah Ziese: Yes, absolutely.

Trisha Stetzel: Yes.

Sarah Ziese: All right. Um, yeah. Where to start? So, yes, I’m originally from San Antonio, went to A&M, wanted to get out of my comfort zone and landed a job here in Houston, right out of college. Um, I’ve lived here since then. I am mom to two very beautiful kids. They are my absolute pride and joy. And so if I am not working or hanging out with my my six figure Chix sisters, um, I am chasing, uh, chasing the little guy, or we are following Presley around on the softball field. So that’s that’s what keeps me going for sure.

Trisha Stetzel: Fantastic. Okay, so you do a lot of things, Sarah. Uh, I think you own, um, more than one business, and you’re doing it all. So talk to me about the business life part of Sarah and what you’ve what you’ve got your hands in, in the businesses that you’re running today.

Sarah Ziese: Yeah. So kind of like my passion is financial advising. Um, especially women legacy Wealth Network, uh, is a vision that is coming to fruition. A community of entrepreneurial women who can find some resources. Um, because that is my passion, trying to get the professionals needed collectively together. Um, and so that there’s a comfortable place for those entrepreneurial women to go. Um, so that is its own Sarah brainchild that is, is on the map now. Um, I also own and operate a local cleaning company. That was an opportunity that fell in my lap. And I have a full time assistant who works, runs that business full time. And that way I can spend my time with my clients who are really my passion and the favorite part of the day for sure.

Trisha Stetzel: I love that the Legacy Wealth Network, so we will have to talk about that in a few minutes as well. Tell me about balancing all of this, balancing life and business and even writing a book right now. Sarah.

Sarah Ziese: Um, I actually, Trisha I don’t think there’s there’s ever a moment in my life where I’ve had true balance because something has always gained the attention. You know, something has pulled one direction or another. Um, but it’s about recognizing. And it’s taken some time. This has been a journey. This was not an overnight realization, but I made the transition into financial services when my daughter was very young. She’s nine now. And so, um, when you are starting in a new career and in a new business, you are having to pour Time, effort, energy into getting it up off the ground. And with her being very young, that was a strain in a lot of areas. Um, and then trying to pull back from that when I started to realize, hey, there’s more to life than just working 7 to 7. Um, and so the, the I am definitely a perfectionist. I’m definitely an overachiever. I want to do things very, very well and to the max. And it’s taken a lot of growth and learning and recognizing that the business is not going to lose the wheels if I cut it short today, or if that phone call has to be a 24 hour return time frame, like we’re not. No, nobody is losing anything. Like it is totally okay. And so it has been a learning process to be able to juggle both. But I do believe that now, um, there is a little bit more, um, I’m going to call it flexibility in my life because of it. And so I think that flexibility, having the ability to be mom and to be advisor, owner, CEO, friend, daughter, all of those things, um, and recognizing when it’s important to step up and do do each part is really kind of the growth journey that I feel like I’ve been on.

Trisha Stetzel: So you’re not alone, girl. You’re not alone, and I, I agree with you. I don’t think there is such a thing as balance. You could call it integration, you could call it a wish. But when we own businesses, it becomes part of our life. Right. So how do you take care of Sarah?

Sarah Ziese: Um, I run.

Trisha Stetzel: Actually.

Sarah Ziese: Yeah. Yeah.

Trisha Stetzel: Nice.

Sarah Ziese: So I, I am a runner. And that is. I read this book. I’m gonna have to remember it before we’re done today. But, um, and it talked about we, in our current day and age, never have the opportunity to just kind of sit in blank space. We constantly have our phone. Our mind is going 100 miles a minute. All of the noise is coming in and out. And the author or podcast, I cannot remember. It’s been some years, but this is stuck with me. Was talking about if we could just sit and stare at a white wall, no noise, just let our thoughts kind of do their thing, that that would be really beneficial and open us up to a lot of creativity and a lot of processing. Well, I don’t stare at blank walls. I just go run for miles and miles and miles and that’s my blank space. That’s how that I think that’s the best way to decompress. But also really, you know, I mean, I enjoy I enjoy spending time with my friends. Um, I’m super lucky that I have a great group of girlfriends. I’m super lucky that my kid has a great group of girlfriends who I also happen to love that group as well, you know? And so getting to to do those things is really fulfilling for the soul, um, and helps to recharge when I can. And I also I also like to read books, you know. So yeah.

Trisha Stetzel: Read books and write books.

Sarah Ziese: Yeah, yeah, yeah.

Speaker4: Read books and write books. The writing books is a new phenomenon, but absolutely.

Sarah Ziese: I’m here for it 100%.

Trisha Stetzel: I love that, and I love that you found a way, an outlet, right. Or that blank space for you to go and run and and you’re right. We don’t leave that space open. We just we’re going 900 miles an hour or a minute. I heard you say, uh, which I’m going to adopt. And we don’t take time to just sit with ourselves and see what happens next, right? This need to be we feel we feel like we just need to be busy all the time. Okay.

Sarah Ziese: Yes, absolutely.

Trisha Stetzel: Yeah. For sure. So I want to circle back around to the Legacy Wealth Network and your passion for helping women. So I think there’s lots of stories in there and things that we can talk about. Um, let’s start with what does legacy mean to you?

Sarah Ziese: So legacy to me is what am I going to be remembered by or how will I be remembered? And then obviously, as an advisor, I would need to also address, I want to make sure I’m leaving monetary, something monetary for my children, assets for my children, so that they have something to carry forward as well. Um, but I think a lot of women really are passionate about what their mark will be on this earth, and especially what their mark will be on their kids. And I want to help them leave that mark.

Trisha Stetzel: I love that. So tell me about your passion for working with women.

Sarah Ziese: So the.

Speaker4: The.

Sarah Ziese: Passion for working with women comes from a number of places. When I first started out in the industry, I was I still am, but my very first experience in the industry, there were 89 to 95% men. And when women were looking for advice, they’re having to go to a male counterpart who doesn’t relate to them in the same fashion. I have heard from lots of women that they are afraid to ask the questions because they don’t want to appear, that they don’t know, or that they’re not knowledgeable. And so there’s a real need. And we as women are just such a collective force. And our voices oftentimes were either too afraid to to put ourselves out there or were too afraid to ask the question. And quite frankly, we need to band together, give each other the power, stand behind one another. And I heard this this morning or yesterday, and I sent it to a group of girlfriends. But be the vision when our own vision is blurry, you know. And that way we can can support each other and then really connect and understand where we’re trying to go. And as an advisor, specifically wanting to really serve these women, I want to be able to relate to them. And there’s a real need for it.

Trisha Stetzel: So yeah.

Speaker4: Yeah.

Trisha Stetzel: Okay. So if, um, listeners are already interested in connecting with you, what is the best way for them to find you? Sarah.

Sarah Ziese: They can find me on social media at the Legacy Wealth Network. And I also website launching soon Legacy wealth Chnetwork.org. Um, so yes, please connect. I’d love it.

Trisha Stetzel: Awesome. And Sarah is spelled s a r a h, and z is z I e s e. Yes, it’s like z z top, but it’s not spelled that way. That is correct.

Sarah Ziese: Looks like XYZ or XYZ or something crazy. But yeah, ZZ top without the top.

Trisha Stetzel: I love that. Um, okay, so let’s dive back into and maybe, um, just let’s give some information here. What’s one financial myth you wish more women would just stop believing.

Sarah Ziese: That they are not capable? That they’re not capable of? I’ll elaborate on that. That they are not capable of managing their funds, that they are not capable of making good financial decisions, that there is doubt in the way. Um, I think some of it is stereotypical. I think some of it is just how society kind of views women in partnerships or women in relationships. But I wish women would stop believing that because we do know math. We do have the ability to make good financial decisions, and a lot of times, because we are so emotionally connected to things, it makes it that much more powerful.

Trisha Stetzel: Yeah, not only do we know math, we’re good at it and.

Sarah Ziese: Really good at it.

Trisha Stetzel: Better than men.

Sarah Ziese: We are really good at it.

Trisha Stetzel: Girl power. Yeah, as you were saying that, I was thinking about, you know, what’s what’s the word? And I, I feel like one word to describe that as being judged. We don’t want to be judged for asking the wrong question. And when you talked earlier about the women need to band together and support each other. Yes, and we need to provide that grace as well. It’s okay to not know everything. It’s okay to ask questions because you know what? You’re not the only one in the room that has that question, right? That’s just the bottom line. Uh, yeah. Okay, I love that. I love that we’re talking about these powerful women because we all think we all act like superwomen like we can do everything on the planet at one time, right? We do all of this multitasking and picking up the kids and supporting the kids and our parents and doing everything. But when it comes to this finances and the financial responsibility, we second guess ourselves, right? Why is that so banding together, being here to support each other and providing each other with grace and just ask the darn question, would you.

Sarah Ziese: Please ask the question.

Trisha Stetzel: Please? Please ask.

Sarah Ziese: The question. Ready to answer it or at least get you, you know, pointed down a direction?

Trisha Stetzel: Absolutely. All right, so what’s one decision, Sarah, that you’ve made in business or in business life balance that felt like a risk at the time, but turned out to be actually pivotal in your life.

Sarah Ziese: Um. That there’s probably multiple of those, but I will say and this will allude a little bit to the book, um, my story in the book, because the whole reason that I’m sitting here today doing what I’m doing is truly based on it wasn’t necessarily a decision. It was just a moment that changed me. Um, my dad passed away in 2018, And that, I think, just altered my chemical makeup. And I made the decision at that point. I need to be doing something different with my life. Um, which led me down this path. And that was such a risk. Remember, I came from elementary education. You show up, you do your job, you teach your cute little kids, you go home, you get a steady paycheck. And I jumped in with two feet into an industry that does not function that way. So I would say that that is definitely, um, a decision that altered the absolute trajectory of my life.

Trisha Stetzel: What would you say to women who are on the edge of taking a risk or making a decision, or listening to that inner voice and doing something that seems wild and crazy, but deep down they know it’s the right thing to do. What what what would you tell them?

Sarah Ziese: Bet on your damn self, man. I mean, we you brought it up earlier. We just second guess so many things. And the reality is, we should be trusting our gut more. And if you know, deep down, it’s the place you’re supposed to be, do it. Like, what’s the. What are you gonna. You’re worried about what could happen if it fails. But, like, what could happen if you get to the other side and it’s more than what you imagined? You know, um, I think I think that’s what I would tell. Not I think I know that’s what I would tell them. Bet on your damn self.

Trisha Stetzel: I love that. Yeah. What are the possibilities if you just said yes.

Speaker5: You know.

Trisha Stetzel: Right. Unless you say yes. All right.

Sarah Ziese: You’re going to need to give me that advice later. Because I’m sure at some point in our friendship. Trisha, you’re going to have to go. Uh, remember when you said bet on your damn self? If you could just do that right now, that’d be great. Yeah.

Trisha Stetzel: Just get out of your own way right now. Get out of your own way. Right. It’s. It’s okay. Yes. It probably needs to be a calculated risk, but you got to get out of your own way, right? And especially those that are, I’ll call them recovering perfectionists because we want to do everything perfectly. Sometimes we have to say 80% is good enough. Now just get on with it. Because if we don’t get feedback from the people we’re going to put it in front of, we’ll never know. We’ll never know. And that’s how we get better is getting out there right, and getting in front of people. Which brings me to getting out there and telling your story. So you guys. Yes. When I said I’ve got one of my sisters on, she is one of the collaborators and the six figure chicks. Houston volume one, which is very exciting. Our book launch date is on June 4th, which is when we’re going to ask everybody to go out and buy By the darn book. It’s going to be really reasonable. So, Sarah, tell me why you felt compelled to join the group and tell your story in six figure checks. Houston.

Sarah Ziese: Oh, gosh, that is an incredibly loaded question. Um, because I think I have a good friend and fellow six figure chick that is that was already on board. She already had made the decision to jump in, tell the story. She had told me about it. And finally she said, Sarah, I think you need to do this. And then, um, it took a minute for me to go. Do I actually have a story to tell? And this is this is the moment where you need the friends that say, can see the vision when your vision is blurry. Uh, because she was definitely in my corner going. Yes, absolutely you do. You should dive in. And I think the fact that I, uh, dove in kind of last minute, um, really helped my cause because I didn’t have time to overthink it. The recovering perfectionist in me was like, okay, you just gotta put it out there and go. And done might not be perfect, but it is done and it is out there. And, you know, I am so excited, but also very nervous about it going out there. But that is the, the, the lessons that I’ve learned and the stories that I’ve just heard from all of the other chicks is we all have a story to tell, and we’ve all learned something. And if we can share that with other people, we’re going to make an impact on someone. We might not make an impact on every person, but we will make an impact on someone. And my message, I hope, is, uh, something that somebody needs to hear in the moment that they pick up the book. So that’s what.

Trisha Stetzel: Yeah. And that’s why it’s out there, because you will impact somebody. And here we are second guessing ourselves. Do I really have a story to tell? I don’t know, do I really have? Yes, everyone has a story to tell, and I love what Mel C’s doing with the collaboration of Women. It’s not just writing a book in a chapter. It’s about building this sisterhood and these friendships that are going to be lifelong. For each of us who have contributed a chapter to the book, which I think is amazing.

Speaker5: Me too.

Trisha Stetzel: Okay, so can we talk a little bit about the mentorship around six figure chicks? Because I think that is a really big part and a draw for the reason why we want people to be engaged and involved and buy the book and read the stories is because there’s mentorship involved. So what does that mentorship mean to you?

Sarah Ziese: You know, I’m so glad you brought that up, actually, because when I was on that first call with Mel and she shared it with me that the and she put it in such fantastic words. She said, think about where you’d be today. Had you had somebody that you could see that looked like you, that was a female in your industry and kind of helped guide the path. And I 100% feel that my life would look different had I had female versions of that, you know, that were entrepreneurial or were, you know, doing all those things. I had lots and lots of role models in my life, lots of very strong women in my life. But it’s different when they have that close relationship and they’re family or very, very close friends or something. When it’s somebody outside that you look up to and respect and kind of want to emulate in some capacity, I think that just is so powerful. It’s like a coach in a sport. You want to please them, you want to do what they’re asking you to do, and there’s just another level or an extra layer of trust there. And I think that’s just phenomenal.

Trisha Stetzel: Yeah. And one of the things I’d like to highlight is Mel actually gets all of us together to have a mentor day, where we invite young women into a space with all of us that collaborated as, um, writing a chapter. And we get to talk to these young ladies, uh, for the day, and they get to ask us questions and have us sign books. And how cool is that? Like I would as a young person, I would have loved to gone to a room filled with these amazing women who contributed their story to this book.

Sarah Ziese: Yeah, I think it’s it’s I think it’s just incredible. Like, it is not just about the book. The book is just a piece of the puzzle. It’s getting us out of our comfort zone and forcing us to do something that we probably wouldn’t have done otherwise. But it’s really helpful to have this, like, collective sisterhood together. But then we get to continue to do phenomenal work for the next generation of female entrepreneurs. And then we get to continue to build relationships with one another that it. I mean, we have been doing something very impactful together. That bond doesn’t get broken very easily. So, um, yeah, I it’s just phenomenal. I feel like I keep saying that it’s phenomenal, but it is. Yeah.

Trisha Stetzel: I’m going to put that all in the show notes. Sarah said it’s phenomenal.

Sarah Ziese: Phenomenal. Yeah.

Trisha Stetzel: And I the connections that we’re making were made possible by this book collab. Right. Uh, some of us may have never met like Sarah. You and I may have never crossed paths. We may have, but we may not have, uh, because we don’t run in the same circles. And now we do. Right. And we’re going to bring those circles even closer and bring more women to make more impact. Okay, I have one last question for you before we close up today. What inspires you?

Sarah Ziese: Um, so many things inspire me. But my kids, I mean, like watching them process and see the world through their eyes. When I stop and go, okay, this is the reason that I do what I do because I want them to just thrive, you know, so that that inspires me for sure.

Trisha Stetzel: Yeah. The big why. Right? The big why? Why I do what I do. It’s so important for us to know that. And most of the time, it’s so personal that we don’t tell other people. But when we do, it’s impactful. It’s impactful to know why you’re in the business that you’re in, or why you do the thing that you do.

Sarah Ziese: Um.

Trisha Stetzel: It connects you with human beings so much better, right? Absolutely. You have kids, you love your kids. You love to see your kids thrive and that is what attracts people to you, right? As an entrepreneur or as a business leader? Oh my goodness, this was so much fun. I can’t believe the time has flown by so fast. I told you before we started, I was like, oh, we’re gonna get to the 25 minute mark and we’re going to be like, no, we have to talk. This was so much fun. I appreciate your time today. Um, you guys who are listening, if you want to connect with Sarah, you can find her website at Legacy Wealth. You can also find her on social media. Sarah s a r a z I s s like z z I e s e. Sarah. Thank you. If you could leave the audience who’s listening right now with one thing, what would it be?

Sarah Ziese: Believe in yourself and chase your dreams.

Speaker6: Chase your dreams.

Sarah Ziese: Yeah.

Speaker6: Yeah.

Trisha Stetzel: And bring somebody with you. Or surround yourself with people who are going to support you.

Sarah Ziese: Absolutely.

Trisha Stetzel: It’s beautiful. Thank you so much for being with me today, Sarah.

Sarah Ziese: Thank you so much, Trisha. I really appreciate it.

Trisha Stetzel: It was fun. All right. That’s all the time we have for today. If you found value in this conversation that I had with Sarah today, share it with a fellow entrepreneur, a veteran or a Houston leader ready to grow. Be sure to rate and review the show, of course, because it helps us reach more bold business minds like yours. Your business, your leadership, and your legacy wink wink 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: The Legacy Wealth Network

  • « Previous Page
  • 1
  • …
  • 34
  • 35
  • 36
  • 37
  • 38
  • …
  • 1318
  • Next Page »

Business RadioX ® Network


 

Our Most Recent Episode

CONNECT WITH US

  • Email
  • Facebook
  • LinkedIn
  • Twitter
  • YouTube

Our Mission

We help local business leaders get the word out about the important work they’re doing to serve their market, their community, and their profession.

We support and celebrate business by sharing positive business stories that traditional media ignores. Some media leans left. Some media leans right. We lean business.

Sponsor a Show

Build Relationships and Grow Your Business. Click here for more details.

Partner With Us

Discover More Here

Terms and Conditions
Privacy Policy

Connect with us

Want to keep up with the latest in pro-business news across the network? Follow us on social media for the latest stories!
  • Email
  • Facebook
  • Google+
  • LinkedIn
  • Twitter
  • YouTube

Business RadioX® Headquarters
1000 Abernathy Rd. NE
Building 400, Suite L-10
Sandy Springs, GA 30328

© 2025 Business RadioX ® · Rainmaker Platform

BRXStudioCoversLA

Wait! Don’t Miss an Episode of LA Business Radio

BRXStudioCoversDENVER

Wait! Don’t Miss an Episode of Denver Business Radio

BRXStudioCoversPENSACOLA

Wait! Don’t Miss an Episode of Pensacola Business Radio

BRXStudioCoversBIRMINGHAM

Wait! Don’t Miss an Episode of Birmingham Business Radio

BRXStudioCoversTALLAHASSEE

Wait! Don’t Miss an Episode of Tallahassee Business Radio

BRXStudioCoversRALEIGH

Wait! Don’t Miss an Episode of Raleigh Business Radio

BRXStudioCoversRICHMONDNoWhite

Wait! Don’t Miss an Episode of Richmond Business Radio

BRXStudioCoversNASHVILLENoWhite

Wait! Don’t Miss an Episode of Nashville Business Radio

BRXStudioCoversDETROIT

Wait! Don’t Miss an Episode of Detroit Business Radio

BRXStudioCoversSTLOUIS

Wait! Don’t Miss an Episode of St. Louis Business Radio

BRXStudioCoversCOLUMBUS-small

Wait! Don’t Miss an Episode of Columbus Business Radio

Coachthecoach-08-08

Wait! Don’t Miss an Episode of Coach the Coach

BRXStudioCoversBAYAREA

Wait! Don’t Miss an Episode of Bay Area Business Radio

BRXStudioCoversCHICAGO

Wait! Don’t Miss an Episode of Chicago Business Radio

Wait! Don’t Miss an Episode of Atlanta Business Radio