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Franchise Bible Coach Radio: Jason Feifer with Entrepreneur Magazine

April 17, 2020 by angishields

Jason-Feifer-Entrepreneur-Magazine
Denver Business Radio
Franchise Bible Coach Radio: Jason Feifer with Entrepreneur Magazine
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Jason-Feifer-Entrepreneur-MagazineJason Feifer is the editor in chief of Entrepreneur magazine, and host of three podcasts: Pessimists Archive, a history show about why people resist new things; Hush Money, about the way money makes life awkward; and Problem Solvers, about entrepreneurs solving unexpected problems in their business.

He has been an editor at Men’s Health, Fast Company, Maxim, and Boston magazine, and has written about business and technology for the Washington Post, Slate, New York, and others. His novel Mr. Nice Guy, which he wrote with his wife, is currently being developed for television. Jason lives in Brooklyn.

Connect with Jason on LinkedIn, Twitter and Instagram.

About the Show

The Franchise Bible Coach Radio Podcast with Rick and Rob features no-nonsense franchise industry best practices and proprietary strategies that franchisors and FranchiseBibleCoachRadioTilefranchise owners can implement to improve their profitability and operational efficiencies.

Our show guests are franchise superstars and everyday heroes that share their tips for growth and strategies to survive and thrive during the current challenges.

About Your Hosts

Rick-GrossmanRick Grossman has been involved in the franchise industry since 1994. He franchised his first company and grew it to 49 locations in 19 states during the mid to late 1990s. He served as the Chief Executive Officer and primary trainer focusing on franchise owner relations and creating tools and technologies to increase franchisee success.

Rick developed and launched his second franchise organization in 2003. He led this company as the CEO and CMO growing to over 150 locations in less than three years. He developed the high tech/high touch franchise recruiting and sales system.

Both companies achieved ranking on Entrepreneur Magazine’s Franchise 500 List. During this period Rick served as a business and marketing consultant to small business and multimillion dollar enterprises. He also consulted with franchise owners and prospective franchisees, franchisors, and companies seeking to franchise.

Rick had the honor of working with his mentor, Erwin Keup as a contributing Author for the 7th edition of Entrepreneur Magazine’s Franchise Bible published by Entrepreneur Press.

Mr. Grossmann has been chosen as the new Author of Franchise Bible and his 8th Edition was released worldwide in January of 2017. He currently serves as an executive coach and strategist for multiple franchise clients.

Follow Franchise Bible Coach on Facebook.

RobGandleyHeadShot250x250Rob Gandley has served as SeoSamba’s Vice President and Strategic Partner since 2015.

With 25 years of experience in entrepreneurship, digital marketing, sales, and technology, he continues to focus on leading the expansion of SeoSamba’s product and service capabilities and US market penetration. SeoSamba specializes in centralized marketing technology built for multi-location business models and continues to win industry awards and grow consistently year over year.

Concurrent with his work at SeoSamba, Gandley is a strategic growth consultant and CEO of FranchiseNow, a digital marketing and sales consulting firm.  Gandley consults digital businesses, entrepreneurs, coaches and multi-location businesses across diverse industries.  Prior to SeoSamba, he built an Internet Marketing business and platform responsible for generating over 100,000 qualified franchise development leads used by more than 400 US-based franchise brands for rapid business expansion.

Gandley also held various senior sales and management positions with IT and Internet pioneers like PSINet, AT&T, and SunGard Data Systems from (1993-2005) where he set sales records for sales and revenue growth at each company.  He graduated from Pennsylvania State University’s Smeal Business School in 92’ with a BS degree in Finance and emphasis on Marketing.

Connect with Rob on LinkedIn.

Tagged With: entrepreneur magazine

Customer Experience Radio Welcomes: Katie Cyphers with Academics Plus and Ashley Stamoulis with Suthingirl

April 16, 2020 by angishields

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Customer Experience Radio
Customer Experience Radio Welcomes: Katie Cyphers with Academics Plus and Ashley Stamoulis with Suthingirl
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Katie-Cyphers-Academics-PlusKatie Cyphers is the owner of Academics Plus. Located in the Buckhead community of Atlanta, Academics Plus is an education group focused on understanding each child’s learning profile in order to help parents identify the best school environment and ensure their child has the necessary foundations to grow & thrive.

Katie has trademarked the phrase, Learning Checkup™, to help parents understand that all children’s learning should be assessed in the same manner as they would assess their wellness. This unique model ensures families are equipped to make the best school selection, whether they are relocating or a local Atlanta resident. Academics Plus has gained a great reputation for ensuring that all children are able to reach their greatest potential. Academics-Plus-logo

Katie Cyphers attended the University of Tennessee, where she obtained a M.S.Ed. in Theory and Practice in Teacher Education and a B.S. in Special Education. Katie’s dedication to her alma mater has remained apparent with her position on the University of Tennessee Dean’s Board of Advisors for the College of Education, Health, and Human Sciences. Katie is a member of the Rotary Club of Buckhead and was awarded the Vocational Service Award.

She has served two terms on the National Board of Directors for the Learning Disabilities Association of America and currently sits on the board for the Learning Disabilities Association of Georgia. Katie is a Professional Member of the Independent Educational Consultants Association (IECA) and is also a member of the Secondary Schools Admission Test Board (SSATB), International Dyslexia Association (IDA), the American Psychological Association (APA), the Shepherd Center Society, and Women’s Community Bible Study.

Katie recently received the UT Alumni Promise Award, which recognizes an alumnus under the age of 40 that has made extensive marks early in their careers, both civically and professionally. In addition, Katie received the Outstanding Community Advocate award from the Department of Theory and Practice in Teacher Education.

Connect with Katie on LinkedIn and follow Academics Plus on Facebook and Twitter.

Ashley-Stamoulis-SuthingirlBorn under moss-draped live oaks in Savannah and raised on a low country island surrounded by azaleas and saltwater marshes, Ashley Stamoulis grew up at the heels of three generations of colorful, charismatic entrepreneurs.

A diploma from the University of Georgia in hand, she answered the siren’s call of the big city and moved to Atlanta to pursue a Masters of Communications and embark upon an adventure in public relations, working with some of Atlanta’s most recognizable brands. Her next leap was Ashley Sparks Communications, a marketing and events company serving clients across the country.

Three kids and two decades later, Ashley came full circle to her family roots, promoting southern makers and entrepreneurs through SUTHINGIRL, one of the South’s most celebrated lifestyle brands, and the SUTHINGIRL Box, a seasonal selection of southern style featuring today’s top southern makers and brands.

Follow SUTHINGIRL on Facebook and Instagram.

Transcript

Intro: [00:00:01] Broadcasting live from the Business RadioX Studios in Atlanta, it’s time for Customer Experience Radio, brought to you by Heineck & Company, real estate advisors specialized in corporate relocation. Now, here’s your host, Jill Heineck.

Jill Heineck: [00:00:19] Welcome, everyone, to this very special edition of Customer Experience Radio. I’m your host, Jill Jill Heineck. I’m a business owner, real estate advisor, and customer experience enthusiast. Today, we are airing live from my home. What an insane time we’re living in. It just seems so surreal. As most of you know, I run a boutique real estate group specializing in corporate relocation. And trust me when I tell you, practicing responsible social distancing while listing and showing homes to relocating families has been just the challenge needed to take our customer experience strategies up a little bit of a notch here. So, think about it, the ultimate customer-facing job helping people make giant investments, now, we’re doing this virtually. So, many of us are having to get creative and, perhaps, unconventional to meet our customers and clients where they are at home but still with needs and requirements. And here is where we are poised to exceed expectations.

Jill Heineck: [00:01:21] So, I am so excited to have Katie Cyphers on with us this morning remotely, of course, as hers will be the first company in education showcased here on the show. Her company, Academics Plus, is based here in the Buckhead community, consults with families to help parents identify the best school environment for their children across the Atlanta Metro area. Her service is invaluable to companies attracting talent, as well as the families themselves. We also have actually Ashley Stamoulis, mom of three and three different schools and a former client of Katie’s who will be able to give us some insight with her experience working with Katie and her team. She’s also the owner of Suthingirl, which provides corporate welcome boxes and gifts. So, welcome to both of you, and thank you for being here.

Katie Ciphers: [00:02:04] Thank you for having us.

Ashley Stamoulis: [00:02:06] Thank you.

Jill Heineck: [00:02:06] So, Katie, let’s start with you. Tell us a little bit about yourself and the company and how you got here.

Katie Ciphers: [00:02:12] Yeah, absolutely. Academics Plus started out as a learning center, but we’ve really been around for over a decade serving families and helping parents find the best school fit for their children. We, now, are really specialists as a result in helping families to relocate to the Atlanta area. I’m thinking right now, I think if I’m in my own virtual world over here with my dog next to me, and we’re having to really transition, and I love how you started the show by saying that families are having just—you’re FaceTiming as you’re showing properties et cetera. We’re all transitioning.  So, Academics Plus is an education group that specializes in school search and in helping parents to make the best educational decision for their children.

Katie Ciphers: [00:02:56] I met Ashley years ago whenever she had a child that we were helping to serve in our learning center, and I think that her family is not unique in that each of her children are very different, and they are all wonderful and have amazing attributes, but they require different learning techniques and different things to help make their learning, really, the best experiences. So, Ashley, I’m going to let you kind of jump in and tell them a little bit about how we first connected.

Ashley Stamoulis: [00:03:23] Well, I’m going to go ahead and brag and say that I was your first client or my daughter was your first client. I’m not sure if that’s completely accurate, but I like the way that sounds. I met Katie when she first purchased the business back from her mom’s former partner. It was a really cool story. But I was there with my daughter, and she’s my oldest of my three kids. And like Katie said, everybody’s got something different that they’re working on in the education arena. My kids are all at different schools. And this beautiful, precious butterfly of mine really needed some extra help. She was a preemie, and she was, at that time, at the Atlanta Speech School. And we just found that we were not reaching her potential, that we weren’t getting her where she needed to be, especially around math. Of course, I raised my hand and say it was probably 90% genetic from her mother but we came in on bended knee to Katie and just immediately felt so welcome in her environment.

Ashley Stamoulis: [00:04:24] I mean, at that point, I have to tell you, ladies, I had been everywhere. I knocked on every door in Atlanta from OT, PT, educational psychologists, all the different types of things, and current pain at the wall as you deal with that first child trying everything. And Katie’s environment, Katie’s touch, Katie’s embrace when we first walked in, I was like, “Oh, my gosh.” It’s like the angels all in the background. I mean, it felt like we are where we need to be just from that touch standpoint. I felt so embraced and like everything was gonna be okay, very clear about what her expectations were of us and what our expectations could be of her.

Ashley Stamoulis: [00:05:08] We brought her probably a six-inch three-ring binder full of all kinds of data and testing. And she did not shy away from that. We flipped through the whole thing on that first meeting. But that’s a really interesting experience when you have been a mom, which is so highly emotionally charged when you are a mom, and then you are sort of out of your depth with something. I always make the joke that I can make the best grilled cheese and pound, and I can change a diaper with my eyes closed, but I couldn’t help my child and having someone make me feel like, “Hey, that’s great. That’s no problem, because I got that. You can make that grilled cheese. You go do whatever it is that you need to do as a mom. And we’re going to take it from here.” That level of customer service, at the time, I wouldn’t even have felt that that was the right phraseology. I think that’s what it was, but it felt more like extreme professionalism and kindness sort of going [crosstalk].

Jill Heineck: [00:06:07] And she was also taking care of you. And so, you felt cared for-

Ashley Stamoulis: [00:06:10] For sure, for sure.

Jill Heineck: [00:06:10] … which are obviously takes the experience working with her to the next level.

Ashley Stamoulis: [00:06:17] That’s right. That’s right. She immediately went to the top of the Christmas card list and guest list. Like, what do you need? What do you want? What can I buy you? You want a pony? You got a pony. I mean, yeah, for sure. And you people don’t have to be that way. Nine times out of ten, When you go in, I think people who are in their sphere of how they help your child, especially we talk about children because that’s sort of what Katie does every day, they could be really good at that services they’re going to provide as far as technically, right? But not everybody has that high touch also at the same time.

Ashley Stamoulis: [00:06:52] And it’s a very unique thing. It’s like lightning in a bottle. It’s magic. And when you find somebody like that, you want to hold them by their ankles and not let go. So, here we are now. My child is a senior. She’s no longer at Katie’s care. And we’re still constantly in contact. I mean, she’s one of my best friends. And I feel so lucky. And I know that I’m not saying that everybody has to be best friends with Katie because she doesn’t have room, she’s got me, but she is so good with that. And I think, isn’t that just the test, right? The minute that her services were ever to our family, she is still a part of our life, a big part of our life. I can keep going. You better shut me up and be on the right topic.

Katie Ciphers: [00:07:38] I think that Ashley is not unique, though. And that finding the right school environment, and especially in a city like Atlanta where the options are overwhelming and there are so many different things that each child might need, and different offerings, and curriculums, and tools, and that’s not unique to just Ashley’s family or her sweet Caroline, who she did not brag on but, yes, she is headed off to school, and she got into her high school, and we hope that she could start school in the fall due to all this coronavirus, which is a new thing. Oh, we’re hoping that everyone gets to go back to normal start in the fall.

Katie Ciphers: [00:08:15] But what we realized is that Ashley is like many other families. She needs to have someone listen to her child’s unique needs. That six inch binder, she’s not the first, and she definitely would not be mom with the most paperwork. Six inches sounds like a lot. You should see the Dropbox files that we get nowadays. They can go back to preschool, these early preemie days and give us every report from the NIQU or just the report cards when a family is relocating to Atlanta. Opened up one family’s file yesterday and received all of their reading scores, their ERB results, their psychological evaluations, teachers’ report. That takes a lot of insight to go through, and you do have to do it in a careful manner.

Katie Ciphers: [00:09:01] And for us, we consider ourselves education experts because we did own a learning center before we started this school search and relocation process. And so, we really understand what children need. We take time to get to know the child. Now, we are getting to do all of that virtually. But that’s not something new for us because we’ve always helped families, whether they’re in California. We’ve had a family from China relocated to Atlanta that we’ve had to assist virtually. Jill, I know you’re an expert in relocation. And so, I’m sure that’s not new to you either. Virtual is not really new to our world.

Jill Heineck: [00:09:35] Not really. I mean, this part the consulting part is not the new part. For my piece of it is when they’ve actually spoken to you, they figured out what schools that they are going to hone in on. And then, the actual seeing the homes that are in the school districts that they’re looking at or in the vicinity of the school that they want to be near, that’s the challenge for us. Of course, we’re making those adjustments where we see fit, but what I really wanted to make sure that we talk about, Katie, for you is when you’re talking to these relocating families, specifically from China or from the other side of the country, I mean, what’s the first part of your process when you’re trying to kind of unpeel the onion, so to speak?

Katie Ciphers: [00:10:26] Absolutely. The first step of our process is really getting to know the family and their unique goals. Every family has a list of non-negotiables, and it’s really not in the beginning that people even realize they have these non-negotiables. It might be that religion is an important aspect in their school choice. It may be that they’re actually opposed to that. And then, you’re moving into the south where we do have more schools that have a faith-based orientation. And so, we want to make sure that we take everything into consideration.

Katie Ciphers: [00:10:59] I had one family that they had a child that’s an expert in my ice hockey, very good at ice hockey. I’m sorry. I’m getting a beep because, now, we’re doing this from home, and I’m going to decline that. But in ice hockey, and you have to make sure that everything is taken into consideration. We have a lot of families where they might have specific learning needs that need to be assessed, and they need a certain curriculum or certain methods, such as Orton-Gillingham, in order to make sure that the child adapts to this new learning.

Katie Ciphers: [00:11:32] And so, our first step is we can fill out a submission form that gives a list of all the students’ interests. What are their unique needs? What are their challenges? What are their families non-negotiables? What are the things that really, at the end of the day, if they think of a successful relocation, what does that look like? And so, we start by collecting that information. And then, we set at the time. We do a learning checkup on a child. And so, each child is assessed socially, and we figure out what are their reading scores, what are their math scores, and how are they processing information cognitively? This helps us to match with the right curriculum.

Jill Heineck: [00:12:12] I love that. And so, then, once you have an idea of where the child is at, are you then having a note? You’re having another consulate, obviously, with the parents, and then trying to get an idea of which direction they’re going to go in, and it’s going to be based on all those results. Plus, is there anything else, any other factors that you’re considering when you’re looking at schools for kids?

Katie Ciphers: [00:12:41] Absolutely. I think in Atlanta, especially, geography comes into play immediately. And I always try to encourage my families to really look at the map. We have a 6-foot-by-6-foot map in our office, and we’re able to put that on the wall, or we put it up on the screen, and we start with, “Okay, let’s put an X where mom is working. Let’s put an X where dad is working. Let’s put an X where child is going to be attending their activities. Let’s make sure that we really put geography into consideration.” As we all know, the first thing when people say, “I’m moving to Atlanta,” the response that they get is, “Why would you want to enter into that traffic?” So, we try to take that. And geography is the number one play.

Katie Ciphers: [00:13:25] But then, from there, it is really navigating the different school options. The next question is always, of course, is it public or private school? What are our opportunities there? And so, then, that helps to narrow the focus. By the time you have all these Xs on the board, you then really put a special pocket and mapped out a concise area where you can start your school search. And then, we look at their different hobbies, their talent, their school needs, and curriculum, and start to narrow down the process. You’ll be surprised that by being strategic, the list of school applications that our families send out are very minimal.

Katie Ciphers: [00:14:05] I’ll say that the majority of my families apply to less than three schools. In fact, I’ll say 90% of my families this year had only two schools on their list. Occasionally, we’d put a backup option. Even though Atlanta is a very competitive landscape, by being strategic and making sure that we’re always ensuring the child has the right plan in place, we don’t have to send out 50 applications or in Atlanta, do that six applications. I see a lot of parents just throwing darts and hoping they land somewhere. We don’t want to do that. We want to be strategic with our families and really take all their needs into consideration.

Jill Heineck: [00:14:44] This is exactly why I like working with you and partnering with you because that is exactly how we have to do this, particularly when you’re working with relocating families who are not from the south or not from the Atlanta Metro area, and they are literally throwing a dart at the wall to see where it lands. And so, I think starting with you, it really does help me serve the client much, much better once they have a real good feel for what the school opportunities are in those geographic areas. What I’m finding more and more, and I don’t know if you’re hearing this as well, but we’re hearing that while schools are a priority for most families relocating, they also try to put commute up there as a priority. And what we see more and more is that the commute gets pushed down, and pushed down, and pushed down. So, from a geographic perspective, it’s all about the school. And then, it seems like the parents will just work around the school. Are you seeing that?

Katie Ciphers: [00:15:47] We are seeing that. I have to admit that I enjoyed my quality of life. And I do, I am one of those blessed people to have a short commute. And so, I feel that our role is to make sure that parents truly understand what they’re signing up for. Especially, Jill, I think one of the reasons that you get so many referrals and relocation is because you make sure that the entire family is taken care of, and you’re very honest with your clients. I hear you often say, “That’s not the right client for me.” But it’s because you always want to make sure it’s the best fit and that you serve them well. And I so admire that about you.

Katie Ciphers: [00:16:25] And I think we’re in the same boat whenever parents are deciding. I had a family recently that was looking at schools that are 30 miles north here. And then, we’re looking at a bus that could take them an hour a day. And I finally said, “We have to stop and look at the timetable and look at the schedule. Do you want to be at the child’s soccer game? You’ve said that’s your favorite thing to do. You’re going to miss out on that opportunity.” And so, we do have to kind of help them to be strategic.

Katie Ciphers: [00:16:52] And we know that not every family can live in the heart of Buckhead. We would be silly to think that that was the case. But we can make sure to be strategic on where we put each person and which school we select for each child, so that it gives mom and dad a chance to be involved in their lives and to have that opportunity because, sometimes, even if it’s the best school in the world, it might not be the best fit for your family. And that’s okay.

Jill Heineck: [00:17:22] Right. No. And I so appreciate that. And which will bring me to another question regarding—and I don’t know. Since you’ve been working in this fashion for so long, you’re doing your evaluations virtually, and this has really been your model, is there anything particularly different about what you’re doing over the next, let’s say, these last three, four or five weeks? Are you changing? Have you changed the way you do things at all? Is there anything that you’ve been implementing or something different that is happening in your service as a result of us being in quarantine?

Katie Ciphers: [00:18:02] Absolutely. Jill, it’s interesting. I actually think this is the most exciting time for entrepreneurs and for businesses. I think this is a chance-

Jill Heineck: [00:18:10] Absolutely.

Katie Ciphers: [00:18:10] … for us to really shine as leaders, for us to think about what the customer truly needs. We’re in educational consulting. Mental health is something that we work with on a daily basis. We have a lot of feelings and emotion when you’re dealing with children. That’s the number one player. One thing that we have had to do, you’ve heard us start by saying we’re a learning center, but we’re also education experts in the school search process. We had a lot of families that have contacted us and say, “This homeschooling is not working for us. We need your help.” And these are families that may have just moved to Atlanta and started the school of their dreams that they loved for the first two months, but they started to transition in January. We have picked up on back on those families. And actually, I’ve been impressed by the corporations that have contacted us and say, “Will you please continue to take care of this family? They just relocated here, but they’re trying to remote work and it’s not working.”

Katie Ciphers: [00:19:03] So, we have a unique homeschool model. And so, we’re offering packages for students to receive face-to-face direct instruction. We have students as young as 5 years old logging on to Zoom each day and receiving a one-to-one live, in-your-face teacher instruction. It’s interesting how many schools, private schools – and Ashley can probably speak to this – are having a lot of the direct instruction from teachers. A lot of the public schools have not been given the go ahead to do a live call with the class because of security reasons. And I’m sure there are many things that come into play with that. But there are a lot of kids, whether they’re special needs, whether they’re regular education that are kind of left behind and are given an at-home packet. And an at-home packet does not replace a teacher.

Katie Ciphers: [00:19:50] And so, what we’re doing is giving them one-on-one instruction. So, whether it’s one hour a day or two hours a day is what most of our families are doing, and they are receiving that one-on-one instruction, and then they’re getting a report card on Friday that explains everything that happened. What’s happening on the parents’ side, if they’re actually getting their remote work done and the corporations are happy because they’re actually not hearing the kid go, “Mom, how do you spell dinosaur?” And he’s like, “If I had to spell one more word, so you can learn to use a website now.” But that’s the reality or the math problem.

Katie Ciphers: [00:20:24] We had one family that contacted us and Abby said, “The math is just not working.” And they’re in a great private school, but they went from having the regular class setting where the child could get help whenever he had a question to where it’s a Zoom and he may or may not be able to get the help that he needed. And in this case, he needed more. And so, we’re supporting that and teaching all of the math. And so, we’re all at a unique time but I’d say it’s an exciting time because if a business doesn’t change during times like this, will they be around for that next road? And I think it’s fine. And my team is excited, and they’re jumping into this areas we never would have otherwise really gone to.

Jill Heineck: [00:21:06] I absolutely love this, and this is exactly what I was kind of leaning towards because this home-schooling, the homework aspect of being in school regularly has always been a comedy hour for me and my girlfriends because a lot of them are doing fourth grade math when they get home from a full day of work because they’re helping their kid with their homework. Now, they’re working remotely, trying to be productive, and teaching school that they never actually wanted to do, and having to learn all this. So, I think having your service available, so that parents can focus on what they do and the kids can get what they need is brilliant. And I do not see that going away. Do you?

Katie Ciphers: [00:21:50] I don’t. I think that this is something we will be offering for the long haul. We built a unique model, and that we don’t just give a parent a teacher, and expect for them to oversee the teachers teaching. Everyone needs to have someone in between. And so, our model has been set up to last for the long haul. We have a relationship manager in place. And so, every student has a teacher for that specific subject. But now, the relationship manager is overseeing everything. And so, if the parent ever has a question or has an issue, they can go to the relationship manager and make sure that everything gets addressed.

Katie Ciphers: [00:22:26] And then, if we need to do any transitions, or switch, or if something’s not working, or maybe it’s an attention piece, we can make that transition. And I think that relationship manager piece is something that will never go away for us. I love the fact that my parents can call and say, “We seem to have a really hard day. I think she needed more visuals.” And instead of it being directly sent to a teacher, they send it to the relationship manager who, then, make sure that the teacher is fully equipped with everything. Okay, Sally needs to get up and move. She needs more visuals. Here’s five things that we can do. That piece is something that we want.

Katie Ciphers: [00:23:00] It’s the customer experience that you talk about so much and that we know we’re all here today for. But I don’t think that our model will change. I think we will continue to have families. And we’ve already had most of our families that signed up for the first three weeks because we were all unsure of what was going to happen. And then, of course, as soon as the call got made that schools were ended for the school year, our families continued and signed up for the school year. And we’re also getting families that are touching base about July now, which they’re saying, “We’re not sending our child to camp anymore, so we want to continue our current model because it’s working for our family.” We know that there was a little bit of a regression whenever the first started. And so, we want to keep this going. I would be surprised if there are many families who do not continue home schooling even after this happened, after the end of COVID-19.

Jill Heineck: [00:23:47] Yeah, I absolutely see there’s probably going to be a wave of this. And then. What I’m noticing in consultations with my families is that if they’ve already taken on a full-time homeschooling role and it’s working for their families, then our real estate needs are changing and that we’re not really that concerned about where a school is in terms of school district where we’re focused on really what home is going to be conducive to homeschooling, any activities that they’re involved in, and that kind of thing. So, it’s kind of an interesting dichotomy now where it used to be all driven by where the school was, and that’s where we would buy the house around the school. And now, it’s really more about where is the education experience happening? And that’s, now, our new starting point.

Jill Heineck: [00:24:35] So, I just love this. And I think just you’re pivoting and meeting the market where it is, is exactly where you need to be. And I think it’s such a need. I mean, thank God you’re here in Atlanta, but I can’t imagine how many other metro markets around the country could really use this in such a fence. I mean, I could see your growth going exponential with this because there’s just not that many specialized companies like yours around. And speaking of, I was going to ask Ashley, you’re sitting there, right?

Ashley Stamoulis: [00:25:11] I’m here, girls. I’m having the best time listening.

Jill Heineck: [00:25:16] But what I want to talk about a little bit is about the experience when a family is relocating to the area. And you talked about your corporate welcome boxes. Tell me a little bit about what your strategy is and what your service provides.

Ashley Stamoulis: [00:25:32] So, Suthingirl is all about promoting brands and artists that are in the South. I’ve been in marketing and PR for about 25 years and decided to … I think pivot is our new favorite word right now.

Jill Heineck: [00:25:32] Right.

Ashley Stamoulis: [00:25:46] So, I decided to pivot about five years ago and say, “That’s all great, but I really love that small business energy and vibe, and I’ve never lived anywhere outside of the South. And I want to use everything that I’ve learned and all that I do toward promoting businesses, and brands, and artists that are in the south.” And so, that’s what I’ve been doing the last five years now. With corporate boxes, what that means is that companies would come to me and say, “Hey, we want to give gifts to our employees,” or “We have an incentive trip coming up to somewhere fun and fabulous. And we want to give them things that are meaningful to either where we’re going, or where we are,” or “We want to send things to our clients with thank you’s or to our big donors and sponsors that are representative of our community.”

Ashley Stamoulis: [00:26:37] And so, we’ll look at where they are. If they’re in Atlanta, then we’ll try to find some really neat things that maybe they haven’t seen before and connect them with brands and special things. Maybe small pieces of art, something that they can eat, something for the home that is special, and meaningful, and not necessarily — not that there’s anything wrong with logos and branded things, but it’s different from that, right? Like it’s actual things with stories and a little bit of soul, things that you would put out in the coffee table and your significant other wouldn’t be like, “Why do we have that branded Suthingirl paperweight on the table?” It would be something a little more meaningful that you maybe would have purchased for yourself if you’d seen it out. And those are the things I think that we need, the things that connect us with other people.

Jill Heineck: [00:27:24] Especially now, right?

Katie Ciphers: [00:27:24] And that’s one of the reasons that we love using — I’m so fortunate to have Ashley not only as a friend, but also in this space with the Suthingirl box, we use them for our families. When they’re coming to Atlanta, our process begins really at the airport. We want to make sure they touch down well. Typically, the companies that are relocating them provide car service but the next point of contact is really for us that when they check into the hotel, we use our local companies like our toy store to make sure that there is a toy delivered for each child that’s specific to their needs. And then, from there we have a Suthingirl box in play that can make sure that there’s local jellies or I think, one of my favorite things is some wineglasses that’s in one of Ashley’s box, a hand-painted wineglass, and they are gorgeous. I wish I remembered the designer. We should give them a shout out.

Ashley Stamoulis: [00:28:17] Payne Baker.

Jill Heineck: [00:28:19] Yeah, [crosstalk].

Katie Ciphers: [00:28:19] Payne Baker. They are awesome.

Jill Heineck: [00:28:21] There you go.

Katie Ciphers: [00:28:23] But these are things that they want to hold on to and they’re items from the south and curated. That’s part of that customer experience. When they come in, they need to feel that they are welcome to Atlanta, really welcome. There’s a magazine inside called Good Grit, and that’s part of what we do. We don’t want to just be the education expert. We want to welcome them to a place that we call home, into a community where they’re introduced to our good friends, to my good friend, Ashley; to my friend, Jill; to my friend Melissa; to these people in this box, and it just really kind of ties everything up with a pretty bow. I love how just special these are.

Ashley Stamoulis: [00:29:02] Well, that’s what she’s done so well from the beginning.

Jill Heineck: [00:29:03] I love that. And I think-

Ashley Stamoulis: [00:29:03] Oh, sorry. Go ahead, Jill.

Jill Heineck: [00:29:05] No, no, I think I love that because that is really what we try to do when we’re working with companies. And really, it’s the initial, the transferee themselves, we just try to get all the information we can from them about their family and surprise them with something in their Airbnb, or at their hotel, or maybe at the first meeting. We have something that will, again, emote that connection to Atlanta. So, do you do any boxes that go outside of Atlanta?

Ashley Stamoulis: [00:29:39] Great question. I absolutely do. I have a subscription box for women of things that are made in the south. And so, people subscribe to that and I send them everywhere. I told Katie this, Jill, this is hilarious, when I started the business, I would have thought, “You what? I’m going to kill it in Georgia. I’m going to kill it in South Carolina. These boxes are really good, they’re going to go all over.” I was absolutely stunned at how many I said, I call it abroad. That means anywhere outside of the south. I send them to California. I send them to Wisconsin.

Ashley Stamoulis: [00:30:10] And I don’t want to be goosey, but I am. So, I’m always like, “I’m so excited to send this to you. I am just so curious. How did you connect with the south or with my brand?” And it’s so fun to hear the stories about, “Oh, I grew up in Atlanta, but then I met a guy at college, and we ended up,” or “I took my first job at a school in California,” or whatever. And the south is so much more than a place on the map. It’s in your heart. I mean, a lot of people come on vacation. Maybe they went to Charleston for their first wedding anniversary or something like that. And then, 20 years later, they just love anything that’s got a palm tree on it.

Ashley Stamoulis: [00:30:44] So, we’ve had a lot of fun connecting with people all over and sharing the sophistication of things that come out of our geographical area. We’ve got things that can compete globally with style. And I think that part of my job is to debunk that sense that people have of maybe like everything’s in a mason jar down here. It’s like, “Okay, yeah. Maybe it’s a Mason Jar, if you want it,” but when Katie’s families come in from outside the south, we really want to hit them first with just like, “You’re really going to love it here.” We can be as personal, Jill, as like if we know Jill is coming in with her family, we know the ages of the kids or what have you, then going to make sure, “We know Jill loves her wine,” “Okay, great. Well, we’re gonna make sure that Jill’s got the wine bottle.”

Katie Ciphers: [00:31:32]  This is true.

Ashley Stamoulis: [00:31:32] Part of what  we love to do is to really go that next level of being personalized to the extent that we can that we have that information. And Katie’s been a great partner with that. It’s a lot of fun. And I enjoy that level of customer service that we’re able to provide, getting back to the customer experience, because you want people to come back, and you want them to have that first initial box or that first initial hug like Katie gave me all those years ago when I brought my daughter into her. But then, you want to build that relationship, so they think about you for holiday gifts, or they think about you for their neighbor’s birthday, or what have you.

Jill Heineck: [00:32:15] And what I love about this is that it can be implemented. And on the sad day that I have clients that are relocating out of Atlanta for a job, we can have one of those boxes waiting for them at either their temporary spot or when they move into their new home and their new location. So, I think it is a fantastic way to keep them connected to Atlanta or to the south; and yet, surprise them abroad, so to speak.

Ashley Stamoulis: [00:32:42] That’s right. And so, we think about that a lot. Jill. Like, for instance, if you have people that are moving away or Katie has families that graduate out of needing her service, we want to make sure that something that we put in that box is going to hang around. And when they see it, they’re going to remember you, right? Like it’s not going to be—I don’t put anything in these boxes that—everybody loves a good goody bag, but as I get older, I’m just like, “Don’t give me stuff. I want nice things. I want things that serve a purpose around the house,” and that sort of thing. So, we’ve put a lot of thought into what could we put in Jill’s box for her client that every time they glance at it in the kitchen, or family room, or whatever, they’re going to be like, “Oh, that was so great. I mean, Jill gave us that. Remember how great it was that she helped us?” We want to continue to have that be your ambassador in their life. So, we do put a lot of thought into whatever that might be.

Katie Ciphers: [00:33:38] Honestly, I know Jill and I know how stressful this time can be for families when they’re coming, especially if they’re looking for homes when they’re with Jill. And with us, they’re doing evaluations and testing or talking to a psychologist because the admissions process in Atlanta is extremely competitive. And it’s not a fun time necessarily for kids or families. We wish everything were fun and sunshine. But at the same time, it’s a stressful process.

Katie Ciphers: [00:34:04] And so, I think taking a step back, and I’m especially thinking about this so much with the virtual learning and virtual work that we’re all doing and remote work, is that we just need to have a little joy. And I think that’s the extra addition. It’s not just about the education process or the home search. It’s about bringing joy back to people and helping them to really feel connected. So, it is and it’s a special thing.

Ashley Stamoulis: [00:34:04] When somebody is stressed, and I think stress naturally comes when you’ve got a child that needs an extra level of service, until you feel like you’ve gotten in the groove. I mean, once you’re with Katie, you’re no longer stressed. But when you come in her door to her business, you’re going to feel that agitation because you’ve probably been ten other places, you probably had those awful conferences where they put every single teacher in the room, and you’re like, “Oh, my God.” The minute you walk in, you know it’s not going to be, “Kelly is doing so great.”

Ashley Stamoulis: [00:34:59] And then, Jill, when they come to you and they’re like dad wants this in the house, and the mom wants this in the house, and the kids are just running everywhere, and it’s like you have to play kind of like marriage therapist and wear all the different hats, and also find them the best house. Those are the times that I kind of think that like if you can step back, like Katie said, and think about how you’re going to sprinkle in a little joy, you are really going to set yourself apart from every other service provider that they are coming into contact with because it is always appreciated but no more so is that extra level of like, “I got you, girl,” or here’s a little surfie, here’s a little happy for no other reason other than sister looked like she needed it. You know what I mean? That is really one of those things that makes it deep into the brain and they don’t forget that because it’s like everything else was just swirling around them and chaotic, and somebody came at me with a random act of kindness. That  is our favorite thing to do.

Jill Heineck: [00:34:59] And that speaks to being the type of person, or the type of business person, or the human that actually is listening, paying attention, seeing where your client or customer is at, and then being able to respond to it. So, that is why it’s very important for our group to partner with companies like Katie’s and what I’m hearing like Ashley’s because you are in response to what your customer needs. And the whole underlying idea of being able to deliver great service is to understand what the customer is experiencing. And I think you’ve both in an excellent job demonstrating how you can meet your client where they’re at.

Jill Heineck: [00:36:56] And I really, really appreciate both of you taking the time to hop on a call and talk with me about this. I think our listeners really, really get a lot out of it. And what I love to do is get each of you to tell us where our listeners can find you online. And let’s start with Katie.

Katie Ciphers: [00:37:18] Absolutely. You can go to our website. Of course, we’re also on LinkedIn, Facebook, the whole shebang. But go to our website, wwww.aplusatl.com. So, it’s aplusatl.com. And from there, you can find a lot of our services, including our remote homeschooling service, our school search service, which Jill knows all too well. And there are still learning support options. We look forward to speaking with you and hopefully providing kind of the best customer experience possible.

Jill Heineck: [00:37:51] Excellent, Ashley?

Ashley Stamoulis: [00:37:53] Yes. And so, I live in the world of Suthingirl, and it is spelled just like you say it. It’s S like Sam, U-T-H-I-N, Suthin, G-I-R-L. And you can do Suthingirl.com You can do @Suthingirl on Instagram. We have a lot of fun, and we’re a great resource for people who are looking to shop the south, looking to connect with brands and artists from all over the south that are doing incredible things. And we offer a corporate gift boxes. We offer welcome boxes. We have a subscription box that comes out seasonally. That’s a lot of fun. You should definitely send one to yourself because you deserve it. And we just have a lot of fun. We’re in a really happy place that that lift other people up. And we do 20% back to non-profit across all of our products because we believe in the south, all our backyard’s touch. And we want to make sure that everybody helps everybody to be their best and to feel their best.

Jill Heineck: [00:38:57] Well, thank you guys so much. I really appreciate it. And thank you, the listeners, for listening. So proud to share this show with you as these stories prioritize the customer experience as a legitimate business strategy and reminding us that no matter the business you’re in, the customer experience is always at the heart of the business. Thanks so much and have a great week.

About Your Host

Jill-Heinick-Customer-Experience-RadioJill Heineck is a leading authority on corporate relocations, and is highly sought after for her real estate industry acumen and business insights. As a published author, frequent panelist and keynote speaker, Jill shares her experience and perceptions with people from around the globe.

Jill is a founding partner of Keller Williams Southeast, established in 1999, and the founder and managing partner of Heineck & Co. Her real estate practice specializes in corporate relocations, individual relocations, luxury residential, and commercial properties. Jill’s analytical approach to problem-solving, along with her expert negotiation skills and sophisticated marketing, deliver superior results to her clients. Her winning strategies and tenacious client advocacy have earned her a reputation for excellence among Atlanta’s top producers.

While Jill has received many accolades throughout her career, she is most gratified by the personal testimonials and referrals she receives from her clients. Jill’s unwavering commitment to the customer experience, and her focus on the unique needs of each client, serve as the foundation of her success.

Follow Jill Heineck on LinkedIn.

Tagged With: Academics Plus, learning, Moms, moving, parents, School Search, Schools, SUTHINGIRL

Kristi Porter with Signify

April 16, 2020 by angishields

Signify-logo
Atlanta Business Radio
Kristi Porter with Signify
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KristiPorterfounderofSignifyKristi Porter, Chief Do-Gooder with Signify, is a copywriter and consultant who helps nonprofits and social impact companies get noticed and grow through effective marketing and communications. She also teaches solopreneurs and small businesses how to incorporate easy philanthropy strategies.

Essentially, Kristi makes cause-focused organizations look and sound more professional so they can build and engage a larger audience, increase sales or donations, and do more good.

Connect with Kristi on LinkedIn and follow Signify on Facebook and Twitter.

What You’ll Learn in This Episode

  • The kind of people/companies Signify works with
  • What services Signify provides
  • What nonprofits and social impact companies should be focused on with their marketing and communications during the COVID-19 pandemic

Tagged With: Atlanta copywriter, nonprofit marketing, social enterprise marketing

FITBWJE E5: Casey Dalen, Wild Creek Naturals

April 15, 2020 by angishields

Tucson Business Radio
Tucson Business Radio
FITBWJE E5: Casey Dalen, Wild Creek Naturals
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Casey Dalen

Wild Creek Naturals
Salmo BC Canada
Tucson, AZ
250-538-7717
info@wildcreek.ca
www.wildcreek.ca

 

  • I grew up on the west coast, primarily on our sailboat and various gulfislands.-I’m married and we have three wonderful children.
  • Studied Applied Chemistry and biotechnology at Camosun and Organic Chemistry at the University of Victoria
  • After years of working in various labs, I realized that working with chemicals is not what I want to do in life.
  • Developed Marseille’s Remedy after a trip to France where I got severely ill with a respiratory illness. A local introduced me to Vinaigre de Marseille.
  • Developed Marseille’s Remedy Balm to help manage my own recovery from injuries due to Hemophilia.
  • I moved our family to the Kootenays from Salt Spring Island in 2016 when the Starfish started dying off; too painful to watch. Good water, clean air, and my daughter wanted a pony (Ponies don’t fit on sailboats too well). I gave away our 67’ sloop-rigged motor sailer to a stranger for a dollar. it was a sea-worthy vessel, but I always wanted to give away something really big for no particular reason other than the person gave me a dollar when I asked if they could spare it:) I thought it was funny.
  • Operates Wild Creek Farm: farming cold-hardy kiwis-Operates Canadian Organic QAQC Inc.: organic consulting.
  • Operates Salt Spring Naturals inc. DBA Wild Creek Naturals-works as a paramedic with BC Ambulance (staffing shortages leave our area here in the mountains without EMS; I felt it was important to do my part to keep this vital service operational.)
  • First responder with Salmo Fire and rescue because I like to drive the big red trucks. I think that’s a totally reasonable reason:)
  • Currently, Marseille’s Remedy is carried in thousands of stores in Canada, the US, Australia, the UK, and Europe.
  • We employ 8 staff.-We are corporate sponsors of the West Kootenay Eco-Society and the Salmo Watershed Streamkeepers society.-Wild Creek Natural’s aim is simple: make good products that make things better:)

Jennifer English  

JENNIFER SAWYER ENGLISH  

520-302-2566 | spiritskitchen@gmail.com  

PROFESSIONAL SUMMARY  

Jennifer is a multi-award-winning broadcaster, writer, and culinarian who is the founder and host of the Food & Wine Radio Network. Her in-depth interviews and intellectual musings on the craft, history, and culture of all areas of food and drink have earned Jennifer the prestigious Gracie Allen Award from The Foundation of American Women in Radio & Television and The James Beard Foundation Award for Best Radio Show.  

Jennifer serves on the Board of the New Orleans Culinary & Cultural Preservation Society and was proud to participate in the very first Seminar Panel at Tales of the Cocktail. Jennifer is a co-founder of the World Margarita Championships. For over 8 seasons, Jennifer launched and hosted the weekly Let’s Make A Meal segments for NBC affiliate KVOA TV-4. and the “Bottoms Up Radio Hour”, and R.S.V.P. Radio Show. Boston born Jennifer delights in sharing the delicious and bountiful flavors, colors, smells and sips of the Desert Southwest and the beautiful Pacific Northwest.  Jennifer brings the conviviality of our contemporary culinary community to life. As a versatile radio anchor, Jennifer brings 20 years in broadcasting with experience in news, talk, variety, and non-scripted formats. Poised and confident with a strong speaking voice and a talent for on-air interviewing.  

SKILLS  

  • Broadcast journalism Field production Television and print journalism Project management  
  • Pitch expert Valid passport Deadline-driven  
  • EP Budgeting Strong graphic and visual sense  
  • Works well under pressure Leadership Social media Collaborative  
  • Skilled multi-tasker  

WORK HISTORY  

May 2018-Current  

Blau + Associates  

Hospitality Management Marketing Consultant| Blau + Associates/BA Restaurant Holdings/The PARQ Vancouver | Vancouver, British Columbia + Las Vegas, Nevada  

Through collaboration with the Blau+ Associates team, Jennifer has played an integral part in BA Holdings tactical marketing and PR operations; furthering the Elizabeth Blau, PARQ and Honey Salt brands by spearheading local, regional and national promotional efforts, including the successful facilitation of multiple awards, accolades, and coverage.  

Successful generation of media opportunities, increased direct revenue, speaking engagements, and print, digital and social media coverage. Additional recent media coverage in the Vancouver Sun, Vancouver Province and the cover feature of Food & Beverage Magazine, which resulted in the media, marketing and PR department of BA Restaurant Holdings to a new level.  

JANUARY 2017-JANUARY 2018  

Producer & Co-host | Fong on Food: The Radio Show, Roundhouse Radio 98.3 FM | Vancouver, British Columbia  

Fong on Food: The Radio Show is hosted by Vancouver-born and raised Nathan Fong He travels all over town and around the world discovering and sharing the bountiful goodness and delicious complexities of the modern Vancouver Culinary landscape. Each week the most interesting, inspiring and influential tastemakers in Vancouver will join Nathan and his co-host, James Beard Award winner Jennifer English, for conversations and culinary postcards, recipes, food news and all good things to sip. From Sea to Table and from Farm to Fork, Jennifer & Nathan bring their encyclopedic knowledge, passion, generosity connoisseurship and connectedness to every episode of Fong on Food: The Radio Show, making it the most irresistible hour of authentic Vancouver flavors and voices. DECEMBER 1999-CURRENT  

Founder President | The Food & Wine Radio Network | Tucson, AZ  

JANUARY 1994-FEBRUARY 1997  

Account Director | Cone Communications | Boston, MA Oversaw team of strategic marketing and public relations professionals creating and implementing innovative strategic marketing communications campaigns for Fortune 100 Brand  

accounts including Bausch & Lomb, Pepperidge Farm, Nestle, Perrier, Member of the core strategic launch development team for Cause-Related Marketing, an innovative marketing discipline launch proving effectiveness. of strategic philanthropy  

FEBRUARY 2016-CURRENT  

Contributing Editor Tea Journey Magazine | Tucson Tea Journey is a digital magazine for those thirsting for authentic knowledge about fine tea. The publication’s website and mobile app is a bridge connecting those who craft handmade teas in 35 countries to the growing number of premium consumers globally. The magazine is a collaborative venture, self-financed by editors, writers, tea consultants, tea educators, and tea experts globally. Tea Journey educates readers not only in the selection and preparation of artisan tea but also in the manufacture of teaware and authentic utensils designed to enhance the tea experience.  

EDUCATION  

  • 1982  –  High School Diploma: Newton Country Day School of the Sacred Heart, Newton, MA  
  • 1987  –  Bachelor of Science: Business Management Sawyer Business School at Suffolk University, Boston, MA  
  • 1989-91  – Suffolk University Law School, Boston, MA  
  • 1993  –  MBA: Marketing & Entrepreneurship  
  • Sawyer Business School at Suffolk University, Boston, MA  

Forty-Niner Golf & CC – Tucson’s Hidden Jewel

 

Tagged With: FITBWJE, Friends in the Business with Jennifer English

TMBS E74: Jeff Kerr – PETA General Counsel

April 15, 2020 by angishields

Tucson Business Radio
Tucson Business Radio
TMBS E74: Jeff Kerr - PETA General Counsel
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TIGER KING IS TIP OF THE LEGAL ICEBERG: OTHERDISTURBING FAILURES AND CRIMINAL ACTIVITY ATEXOTIC ANIMAL ROADSIDE ZOOS

As general counsel to PETA and its international affiliates for nearly25 years, Jeff Kerr built and leads the world’s largest legal team working for animal rights. His team was named Corporate Counselmagazine’s 2017 Best Legal Department, and his high-profile cases—including the 13th Amendment case Tilikum v. SeaWorld, the first three successful constitutional challenges to “ag-gag” laws, and the”Monkey Selfie” copyright case—have made headlines around the world and sparked a global conversation about the legal rights of animals. Kerr graduated from the University of Virginia School of Law and George Mason University, where he was a Weber scholar and he lectures about animal law at law schools around the country.


 

Tagged With: The Mark Bishop Show

Amy Otto with Virtual Medical Staff

April 15, 2020 by angishields

Virtual-Medical-Staff
Atlanta Business Radio
Amy Otto with Virtual Medical Staff
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Amy-Otto-Virtual-Medical-StaffAmy Otto, Director of Business Development at Virtual Medical Staff, is an experienced Healthcare consultant with diversified leadership skills and cross-industry knowledge. Genuinely driven by the desire to help others, Amy talks with us today about telemedicine and COVID-19.

Connect with Amy on LinkedIn and follow Virtual Medical Staff on LinkedIn.

Tagged With: Virtual Medical Staff

BRX Pro Tip: Creating Clients vs Getting Clients

April 15, 2020 by angishields

Florida Home Builders Radio: Paul Donnelly with Donnelly and Gross

April 15, 2020 by angishields

Paul-Donnelly-Donnelly-and-Gross
Association Leadership Radio
Florida Home Builders Radio: Paul Donnelly with Donnelly and Gross
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Paul-Donnelly-Donnelly-and-GrossPaul Donnelly, Partner with Donnelly and Gross, is a problem solver dedicated to helping his clients save money and avoid litigation. He has extensive experience representing clients in virtually every aspect of labor and employment. He is a seasoned advocate in litigation and alternative dispute resolution (ADR), with more than 27 years of experience appearing before federal and state trial and appellate courts, administrative agencies, local government boards, special magistrates, arbitrators, and mediators.

Every day, he thinks, reads, writes and argues on behalf of his clients, so they can focus on other aspects of their business. He speaks with experience and sincerity to counsel clients on successful strategies to deal with legal problems encountered in the workplace. An employer himself and an arbitrator, too, he helps each client find the best solution whether in the courtroom or through arbitration, mediation, or settlement.

In litigation, he particularly enjoys deposing key witnesses, and has succeeded in many cases based simply on the information obtained in deposition. Paul protects small businesses, national corporations, professionals, and highly paid executives on employment law issues. In the public sector, he protects fire-rescue, law enforcement, and other public servants associations, 501(c)3 benevolent organizations, and pension funds. He is also a long-term Adjunct Professor who enjoys teaching Trial Practice skills to third year law students at the University of Florida.

Paul is a Fellow in the College of Labor & Employment Lawyers, which is the highest distinction in the field. From 2008-14, Paul served on the Judicial Nominating Commission for the Eighth Judicial Circuit of Florida, in part as Chair, by appointment of the Governor and from 2014-2017, he served on The Florida Bar, Grievance Committee, in part as Chair.

Connect with Paul on LinkedIn.

Transcript

Intro: [00:00:07] Broadcasting live from the Business RadioX Studios in Tallahassee, Florida, it’s time for Florida Home Builders Radio. Now, here’s your host.

Stone Payton: [00:00:23] Welcome to another exciting and informative edition of Florida Home Builders Radio. Stone Payton here with you this afternoon. Our guest today is Partner/Owner with Donnelly + Gross Employment and Labor Attorneys. Mr. Paul Donnelly. Good afternoon, sir.

Paul Donnelly: [00:00:41] Hey, there. I appreciate you having me.

Stone Payton: [00:00:44] Well, we are delighted to have you on the show and looking forward to getting some answers to questions that a lot of us have been asking, particularly lately. But before we go there, can you share with us just kind of your affiliation, your association, in general, with the Florida Home Builders Association and maybe your local home builders association?

Paul Donnelly: [00:01:06] Yes, certainly. We’re members. We are particularly active in the local association, which is the Builders Association of North Central Florida, which covers many of the counties in North Central Florida. And we do quite a bit of work helping member businesses with their employment issues. And I’ve been doing so for many years.

Stone Payton: [00:01:26] Well, as a business media platform here at Business RadioX, and I know as an association at the state level, we’re getting more questions than ever around, I think, this whole domain of employment and labor law. What kind of questions are you finding yourself fielding more and more here in the last few weeks?

Paul Donnelly: [00:01:49] Well, it’s amazing because we are getting some very similar questions, but then these circumstances are so fluid and ever changing, and they can be very different depending on the different circumstances. Some of the questions we’re getting are, what steps should employers be taking? How much information can you require an employee to share with you as their employer? Can employers refuse to come to work because they’re afraid of being exposed to COVID-19 and stuff like that? I can certainly go through the answers to those with you.

Stone Payton: [00:02:20] Well, I’d love the answers to those three. And there’s probably a half a dozen more of. I hadn’t really thought about that last one. Can they say, “Look, I’m not coming to work. I don’t want to put me or my family at risk”? Yeah, walk us through what they can and can’t do. And maybe, also, give us some guidance on, as employers, how we should handle that.

Paul Donnelly: [00:02:41] Yeah, it’s a question we’re getting a lot. So, can an employee refuse to come to work because they’re afraid of being exposed to COVID-19? The answer is, usually, never can they refuse. If you’ve got work form, they need to work. Now, under OSHA, employees can refuse to come to work or perform certain tasks if they believe they are in what the law calls imminent danger, which means employees must believe that there’s death or serious physical harm that could occur, and that such, that kind of threat is immediate or imminent. And most working conditions will not rise to that level.

Paul Donnelly: [00:03:22] So, our advice is, then, if you have work for the employees, they can’t refuse to come to work because they fear exposure or reliance on the safer at home order. We’re talking essential work, work that’s allowed to be performed. And the idea here in the economy is to keep people working and business running.

Stone Payton: [00:03:47] Now, the other side of that coin, what if the employee is already presenting with COVID-19? There’s probably a whole set of circumstances and guidelines around that, right?

Paul Donnelly: [00:03:58] Well, yeah. You have the ability to send that person home and not have them around the workplace. Now, the next question is going to come from the new federal law that was enacted several weeks ago that actually became effective April 1, the Families First Coronavirus Response Act. That’s the one that requires up to two weeks of pay for people who meet certain criteria. If someone is simply symptomatic, they may have the symptoms, but they’re not seeking medical advice, they’re not under a quarantine order from the Department of Health or from a health care provider, then they’re not going to qualify for that paid leave that the employer is required to pay up to certain caps, but they get reimbursed through tax credit.

Stone Payton: [00:04:51] So, how do I know the employee has COIVD-19? And am I allowed to find out?

Paul Donnelly: [00:04:59] Right. So, here’s the steps an employer should take. So, let’s look at it sort of from top to bottom. Inform employees about the COVID-19 symptoms – fever, chills, cough, shortness of breath, sore throat. And you probably have seen and I know many of our members have seen the posters that are available from OSHA that you can just download them off the internet, but those kinds of things are very helpful to post or give to the employees with e-mail or however you communicate with them. Tell them not to come to work if they have any of those symptoms. Send them home if they’re experiencing those symptoms. And remember that employees only get the emergency paid sick leave that I was talking about if they are both experiencing the symptoms and seeking a medical diagnosis.

Paul Donnelly: [00:05:46] I think you also can take proactive steps to detect the workplace and comply with OSHA. So, does the workplace institute social distancing, face mask, monitoring of symptoms, hand-washing, increase the routine cleanings, particularly in high traffic, and common areas, and workstations, modified visitor policies? When you do find someone who has the symptoms or, for example, when you know, if they got a positive test, it’s important to trace out. You have the right to send folks home who may have been exposed and have them stay away for 14 days. So, if they’ve been around the co-worker for close proximity for like more than 10 minutes, you would have the ability to send them home too to reduce further exposure that took place.

Stone Payton: [00:06:43] All right. So, any way this thing shakes out, I, as a contractor, or developer, anybody in this ecosystem, I’m going to eat some cost here. I mean, is that just the end of the story and that’s just the way the cookie crumbles? Is there some relief or some path to somehow get something? Because I’m doing everything from buying sanitizer, providing masks, to eating this required leave times. Is there any relief at all for me?

Paul Donnelly: [00:07:10] Well, there is for that relief time and if somebody is out on that paid sick leave because they meet one of the qualifying circumstances. And I’m just giving examples. Quarantine from the authorities. And by the way, the stay at home orders can possibly qualify that, but not for essential workers, but the quarantine, or you’ve got the symptoms, and you’re seeking diagnosis, or you’ve tested positive, those kinds of things, that paid leave that the employers are required to give, employers of 500 or less, you can get a tax credit for that on your next tax deposit where you send in your withholding, and FICA, and those taxes. And you get a credit for that, plus health insurance that you may have kept the employee on while they’re on that leave.

Paul Donnelly: [00:08:05] So, the idea is you’re supposed to get that money back. And what happens if you paid too much more in sick leave benefit than what your tax is, you can apply for a refund or for the credit for that. So, that’s the idea behind this law is you’re supposed to break even on that, but you’re not going to break even on all that other stuff like the hand sanitizer, and all that, and all those other efforts.

Stone Payton: [00:08:31]  That’s just part of. That’s the cost of doing business. Okay. So, what if we switch gears a little bit here, and I’ve got a family member, and I’ve got to have some space to take care of them. Is there some room for that in any of what we’re talking about?

Paul Donnelly: [00:08:47] Yeah, there is. You know what? Let me just mention this to you, because to that last question, this  is a real financial squeeze in what help is there. There is a provision in the law, and this relates to your next question about, what if I’m caring for a family member or something like that. A child, schools are closed, and you have to provide child care. In that situation, there is a provision that allows employers of 50 or less, it’s like a small business exemption, but you’ve got to keep really good records on this if you can establish that your business is substantially affected financially by that and you can demonstrate the hardship.

Paul Donnelly: [00:09:37] And I can drill into all those specifics now or we do another call, if you’d like. But there is a provision that allows small businesses to opt out of paying the sick leave for child care when schools are closed, or if you have a daycare that’s closed, or a child care worker who maybe is not able to come to your home if the childcare was done in your home or something like that. If you’re out for that reason, this law requires that the pay be two/thirds, not 100%. So, the sick leave is a little bit lower, and you’ve got that small business exemption that’s potentially available to employers.

Stone Payton: [00:10:28] So, when I have you on the bat phone like this, and I ask the question, and you have an answer, even if you didn’t have an answer, I suspect you could run down the hall and get it pretty quick, it’s very comforting. But if I’m out in the wild, and I’ve got these kinds of questions, in your work with your existing clients, is there some sort of – I don’t know – job aid, ongoing checklist, employment law bible or like I say, a bat phone? What is the best way to stay prepared and stay equipped to not get caught behind the eight ball on some of these issues?

Paul Donnelly: [00:11:04] Well, I’ll tell you, the Department of Labor has done a pretty good job of putting information up on its website, and the summaries are real good. For example, you want to know about the specifics in a real easy-to-understand way about this paid sick leave part, if you just Google Department of Labor notice posting COVID, just words like that, it’ll be the first item that comes up on your Google search, and you can click on that, and they’ve got a one page notice that you, also, by the way, are supposed to be notifying your employees of their rights under this new law. And so, that notice, you can read that, and it’s very plain English, and it’s fairly straightforward. Plus, you could download it and post it, so you can satisfy the posting requirement.

Paul Donnelly: [00:11:58] So, the Department of Labor is really good, but there’s still some gray areas and it’s a fast-moving fluid situation. So, the law was enacted, I don’t know, something like four weeks ago, and it was enacted to go into effect. It read like it was going to go into effect April 2nd, but the Department of Labor issued guidance is going to be April 1, and the Department of Labor pretty much every week has sent out guidance as most recently as last Friday. So, it’s really kind of tough to have the up-to-the-minute stuff.

Paul Donnelly: [00:12:37] And there’s disagreement among lawyers about some of these. There’s some disagreement, for example, about whether the total amount of leave you get under this law is for two weeks, plus do you get 12 weeks under the Family Medical Leave Act to make it 14 weeks? So, there’s really even some disagreement among lawyers. So, what we try to do is look at, what’s the best practice? What’s the safest course of action for people to take? But just Googling it on your phone if you’re out there in the field on a job site, that’s a good way to get answers.

Stone Payton: [00:13:14] All right. So, setting this whole COVID-19 thing aside, I mean, I feel a little bit like the guy who has a heart attack and says, “Yeah, I really got to stop drinking so much scotch and lay off the cigars.” I feel a little bit like a COVID-19 does sometimes something like that where it will sort of jolt you into re-engaging in what you know are best practices. So, setting all that aside, just day-to-day, being a conscientious enterprise wanting to take care of your employees, and being smart about the investments that you’re making, and the managing your risk, are there just some basic dos and don’ts when it comes to trying to comply with employment, and labor law, and maybe with respect to having some sort of ongoing relationship with someone who has specialized knowledge and expertise like you guys?

Paul Donnelly: [00:14:10] I think it’s really important to do that because I don’t think you should reinvent the wheel. Myself and other lawyers who do this type of work and specialize or focus in this area are ready, willing and able to help just pick up the phone calls, and we’ll get these things answered for you based on your unique circumstances. But the best practice, take away without taking the step to calling a lawyer or other specialist in this area, is to send that notice out. Post that notice that I told you about right there on the Department of Labor’s website. Make sure to follow the OSHA requirements and the guidance of the CDC.

Paul Donnelly: [00:15:01] If people seem symptomatic, then I think that’s something. You can send the employee home. Send home all employees who worked closely with that employee to ensure the infection doesn’t spread. Have them stay home until 14 days after the last exposure, which is what the CDC recommends. Ask the employee to identify all individuals they’ve worked in close proximity with; meaning like real close physically for ten minutes or longer. You want to know that for 48 hours or two days before the symptoms came up. Don’t identify the name of the infected employee if you can help it. Now, that may be somewhat unavoidable, obviously. And then, last, I’d close off areas used by the person who was ill and wait as long as you can to go back and clean and sanitize it. I think those are some really, really smart steps to take.

Stone Payton: [00:16:03] Well, no, that’s very helpful. Thank you for that. If our listeners would like to connect with you or somebody on your team and have a more substantive conversation about any of these topics or the range of topics that I suspect would fall under this umbrella of employment and labor law, what is the best way for them to connect with you guys? An email, a phone number, LinkedIn, a website, whatever you feel like is appropriate.

Paul Donnelly: [00:16:30] Yeah. Any of those is fine. You can find me on LinkedIn. Probably, the best way to get access to us is to just go to the website, which is donnellygross.com. And that’s got all the contact info. You can just click a link to email. Phone number, 352-374-4001. Those are all good ways to reach out and we’ll make sure to help.

Stone Payton: [00:17:04] Paul Donnelly with Donnelly + Gross, thank you so much for investing the time to share this information with our members. We sincerely appreciate it. And yeah, as we mentioned earlier in the conversation, as fluid as this situation is, with your permission, we may reach back out and have you update us on some of these topics or new ones that we don’t even know about yet, if you’re up for that, okay?

Paul Donnelly: [00:17:28] I’m very up to it. And I really do appreciate what you all are doing to get all this information out to the members. It’s really, really important.

Stone Payton: [00:17:36] Well, it’s been an absolute delight having you on the show. And for our listeners out there, if you have additional questions on this topic, or if you have questions about other topics, and you would like us to source a subject matter expert to talk about this and keep you informed, let us know, and we’ll do everything in our power to get to them and put them on the show. Until then, this is Stone Payton for our guest today, Paul Donnelly, the Florida Home Builders Association, and everyone here at the Business RadioX family saying we’ll see you next time on Florida Home Builders Radio.

About FHBA

Established in 1947, the Florida Home Builders Association (FHBA) strives to create a climate in which the construction industry can prosper. FHBA is affiliated with the National Association of Home Builders and is home to twenty-three local home builders’ associations across the state.

FHBA-finalvertical

Together, the association works create the best possible economic and regulatory environment for member success through superior lobbying efforts, educational forums, and providing members with networking and a comprehensive menu of products and services.

Follow FHBA on LinkedIn, Facebook and Twitter.

Tagged With: Donnelly and Gross

Brooke Beach with Marketwake

April 14, 2020 by angishields

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Atlanta Business Radio
Brooke Beach with Marketwake
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Brooke-Beach-MarketwakeBrooke Beach is the founder and CEO of Marketwake, a digital marketing agency that focuses on sharing stories and building brands. Most recently, she was the CEO of Kevy, a technology company, where she helped turn the company around after a pivot into marketing automation in 2015.

Brooke graduated magna cum laude from the Grady School of Journalism at the University of Georgia. After graduation, she became a spokesperson for Fortune 500 companies and helped lead nationwide PR and marketing campaigns.

She currently sits on the Ambassador Board of the YMCA, is a mentor at the Ripples of Hope, and has won TiEs Women Furthering Diversity in Tech award. Brooke has also been honored with the UGA John E. Drewry Young Alumni Award and was named a member of the 40 Under 40 Class of 2019 of UGA Alumni.

A serial entrepreneur and sought-after leader in the industry, Brooke has a passion for helping businesses and leaders grow.

Connect with Brooke on LinkedIn, and follow Marketwake on Facebook and Twitter.

What You’ll Learn in This Episode

  • Investing in and acquiring companies
  • Marketwake’s trip to Iceland and their company culture
  • Having a Salesforce department inside an agency
  • Marketwake’s growth goals

Tagged With: Atlanta Marketing agency, Marketwake, rapid-growth, salesforce

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