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Simone Kelly with Seniornicity

April 28, 2025 by angishields

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Denver Business Radio
Simone Kelly with Seniornicity
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Simone-Kelly-beachSimone Kelly is a dynamic entrepreneur and industry leader with over a decade of experience serving seniors and their families through innovative, service-driven platforms. With a career rooted in compassion, strategic vision, and community-building, Simone has dedicated herself to creating solutions that bridge the gap between aging adults and trusted service providers.

As the Founder and President of Seniornicity, Simone has built a first-of-its-kind B2B networking website designed to connect affiliate service providers across key senior- focused industries—such as real estate, caregiving, downsizing, financial planning, and estate management. Seniornicity empowers professionals to collaborate, share referrals, and streamline services to better support families navigating aging-related transitions.

Simone also leads Estate Sales Near Me, a modern platform that features a curated directory of professional estate sale companies along with their active sale listings. The site goes beyond traditional estate sale marketing by integrating affiliate service networking and leveraging influencer partnerships to increase visibility and attract highly targeted audiences through digital and social media channels.

Inspired by personal experiences and a passion for elevating the senior support ecosystem, Simone is committed to helping families make informed decisions while giving service providers the tools and connections they need to thrive in a fast-changing marketplace.

Connect with Simone on LinkedIn.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Coming to you live from the Business RadioX studio. It’s Franchise Marketing Radio. Ready to revolutionize your franchise with AI? Franchise now empowers franchises with advanced AI solutions, automatic processes, and enhanced marketing strategies. From personalized customer interactions to predictive analytics, we help you harness AI to drive growth and efficiency. Transform your franchise with the power of AI. Visit Franchise Now to learn more and take your business into the future. Now here’s your host.

Rob Gandley: Hello everybody, and welcome back to Franchise Marketing Radio. I’m your host, Rob Gandley. We’re the show where we connect with the brightest minds in franchising those driving innovation, building meaningful customer relationships, and transforming systems that scale. And today we actually have a special guest. And he has been involved in the franchise industry and and now is building a very cool tech company and business within the senior care industry. So I want to welcome the founder and CEO of Seniornicity, Simone Kelly. Welcome to the show.

Simone Kelly: Thanks for having me, Rob. It’s a pleasure.

Rob Gandley: Well, it’s great to have you. And so like I told you earlier before we started, the way I love to get started is to help the audience understand a little bit more about how you became you. And, you know, we’re going to talk mostly about you today and what you’re doing, but love to hear that journey story as an entrepreneur. I know you are one. You’ve been in the franchise industry as a franchisor, which is very interesting. Tell us more how you how that journey led to this and and we’ll take it from there.

Simone Kelly: Well, I guess I could cut to the chase. So I started building businesses this. When I was 29, I started lending company and then I started lenders that could I try to cross-train them into real estate. And then I did an escrow company, transaction coordinating company, all within the same. And then I ended up selling that. And then moving forward with raisins and raisins was my franchise wasn’t a franchise when I started, I actually fell into it. It’s an estate sale company. And then we got busy really fast, and at that point I was either going to divisionalized it or I was going to franchise it. And since I’d already been in the franchise world, I’d purchased a Remax when I did the real estate and the lending company. So I kind of knew what franchisees wanted and what was missing, and was able to plug that into my franchise model and decided, oh, franchise Grayson’s. And so I did franchise that up until we got to about 32 franchises. I stayed on board until we got to 52, and then I moved on to senior necessity. A senior necessity actually has been in the back of my mind for 3 to 4 years prior to the Grayson setup, because I had gone through it with my mom.

Simone Kelly: She had had a stroke at 55, a major stroke, and she was really young, and I had the background that I thought I knew what to do, and we had taken care of my dad until death do him part when I was 21. And so I just thought I knew enough about it and I really didn’t. I made so many poor choices financially how to care for my mom. I mean, it was I mean, we I got her better within six months, which was like a miracle, but my mom’s like a fighter of all fighters. Um, and so she went back to work. And when I was done, I was decimated. Like, emotionally, physically. I mean, everything was just turned upside down in my world. And so it took me about 5 to 10 years to get back to where I normally would be. And, I mean, I took like an hourly job for six months, um, with a friend of mine just to learn how to get back up and not have to worry about my mom. Right. How to rebuild. How to have a success again. So I saw what it could do to somebody in such a short period of time in making the like the poor decisions.

Simone Kelly: When you’re caring for your family because your emotions, your emotions are everywhere and you just throw everything at it and you just it just ruined me, to be honest. Um, and then, um, build back up and started Grayson’s and now, unfortunately. But fortunately, I had another stab at it. My mom had a near fatal accident on Mother’s Day a year ago. So it was a year. Time has been flying by, but I knew better then you know. I’d been working with Grayson’s and seniors and family members, and I knew what, um, assisted living, you know, assisted living people did. I knew what, um, like the skilled nursing, which I hadn’t known anything about before. Um, all of the, you know, where they had to go through rehab, the rehabilitation, so I could make better choices based on my experience. And wow, it was seamless. Like it was incredible to know what I knew then. Now when my mom had her accident, it had I known that prior then it would have been a lot easier. But I think now, because I did know that experience of the hardships of doing it without using all the things I know now, how many people are going through exactly what I went through that first time, because most people go through it one time.

Simone Kelly: I unfortunately got two times, but fortunately because I was able to learn as I went. So it was an incredible journey. So seeing your ethnicity was really put out there, um, to help seniors and their families, because I’ve always thought it people don’t want to be a burden, right? My mom always says, I don’t want to be a burden. Um, but unfortunately, you inevitably will be one, especially if you don’t know how to navigate. Um, and it’s a burden on the family. It’s a burden on the time. It’s it’s the emotional burden. It’s the it’s the financial burden, which is one of the biggest burdens is that financial one. You do you quit your job. Do you go live with your parents? Do you move your parents in? Is there a disruption in the family, like there is so much going on, and if you have the proper tools and the people to work with as a team, you can get through it pretty seamlessly. But if there’s not something like senior out there walking them through that step of what they go next, it will devastate you. At least it did with me. And I’m a pretty strong person, so I’m assuming it’ll devastate many of them.

Rob Gandley: Well, I can tell just from my background and experience with senior care, and I just happened to work with a brand that is in that, uh, in that industry. And it is very much, uh, like what you’re describing, like I would say, anybody that’s, uh, in that age range where your parents are older, where you start to think maybe they’re getting older and they might need you in some way, that you know you don’t want to wait until you’re confronted with a situation you have to react to. You don’t want to react. You want to be able to respond is probably the better way. And so what you’re describing is what I hear all the time from people going through it, uh, people that we help, people that run businesses that support families that go through it. It is very much like that, very emotional. Uh, everybody has a different emotional scenario, probably depending on the parents and the situations and families. So very, very interesting situation that you don’t really plan for, do you? I guess until it happens, which is nice because that’s a lot about what we’re going to talk about today. So I was I was interested in, you know, you have this vision for senior ethnicity and this beautiful platform and website that you’ve built. Um, take us through, well, first, before you describe sort of what it is now and where maybe the vision of it is going. Was there something when you were with Greyson’s That sort of triggered this? Was it. Was it the first time with your mom or was it, uh, so it kind of came in your mind. Was there a clarity about the model, though? But the actual model you have now? When did that sort of become? Yeah, that’s what we should do. Like what was there a time, something that triggered that sort of vision?

Simone Kelly: Yeah. Was early on actually before I franchised, um, my first client at estate sales. Um, there were two daughters that were my age at the time, twins. And they had gone through something very, very tragic with their family and they did not want to go back into the home. So I ended up meeting with one of the husbands of the daughters, and we walked through everything. Um, I did a sale there, and, and, and the family was overwhelmingly happy because it didn’t. It allowed them to avoid a lot of what they would have to go through, which is going through all the family memories going through the house that they were born and raised in, um, dealing with the tragedy head on with going inside the home. And so I thought, well, if we can help family members like that, if people have passed on. And as I started doing Grayson’s, more and more and more, I realized a lot of what was happening is not just somebody passing on, it was somebody going into assisted living, or they wanted to go into active living because the the parents were by themselves and the kids, you know, they come home with their kids and they’re like once a month, they’re like, we’re going to grandma’s. And then, you know, they come in and everybody’s doing the dishes or cleaning the house, and nobody’s really sitting, spending time or that quality time because they’re like, we have to clean the house.

Simone Kelly: And then five hours goes by and they’re like, why? And the family feels great as they’re leaving grandma’s house. But then the grandma or the grandfather is sitting there like, whoa, like that was a lot. And they’re like, oh, thanks for coming by. But it’s almost overwhelming because you’re not having that normal interaction like you would if you had lived with them. Um, and so as we went through Grayson’s, what I noticed with a lot of the customers is they weren’t getting a lot of care or attention that they needed that interaction with other people because people are busy. We have kids going to soccer games and swim practice and this and that. You don’t have time to spend all that time at the home with the senior and the seniors home by themselves. And so you can hire a caregiver. Obviously we have that on senior in age at home. And you have, you know, your companion with you 12 hours a day. Sometimes people have them for 24 hours. It just depends on what you want. But then you still don’t have that full interaction with society because you’re inside and you maybe walk the park or something like that. So we did see a lot of, um, deterioration of the home because they weren’t going upstairs anymore. They were living downstairs. Um, you know, everything got really dusty, dirty. It just seemed like, um, basic deterioration of everything.

Simone Kelly: Um, and so when we went in, we had to clean everything up, and I just saw, like, families were trying. They were trying to get there as much as they could, and they were, you know, and some of them lived thousands of miles away because there’s such a transient going back and forth. And so when we came in, it just kind of felt like almost like a sadness. Right? Like, like something so wonderful happened here for years. And then it just kind of degrades as time goes on and people run out of time and they get busier and they’re working or whatever they’re doing. So yeah, senior ethnicity definitely came into fruition during that time that I was working with, um, our clients over at Grayson’s. And, you know, the franchises went through the same thing. And it was really, um, enlightening to see. And, of course, obviously, my mom and what I went through with her kind of I look at senior ethnicity as almost like a pay it forward for all of us that work with seniors, like we know all this information and we’re able to help people. Are we going to take our time to help them, or are we just going to keep it within ourselves and just let people keep bouncing around out there? And so that’s kind of what I look at. Senior is like a pay it forward of what we’ve learned from our experiences.

Rob Gandley: Yeah. Tell me. Tell me a little bit about the website. Like, just so the audience understands, um, the service sort of the, the experience of of senior ethnicity. I mean, I think you were in your mind trying to solve some key problems, right? And so in your mind, could you explain, you know, sort of the main goals of senior city and the problems it solves for families, and then maybe also for the professionals around the families?

Simone Kelly: Yeah. So senior ethnicity is really out there to help families and and their seniors, their parents actually make better decisions if possible. Right. It is really geared towards, um, parents that own their own home. I mean, most of our wealth now in the economy is based on, you know, the higher age group. You know, you’re 60 on up and a lot of that wealth is built because of their homes. They have a ton of equity in their home and they don’t know what to do with it, right? And oh, the kids want to satisfy the children. You know, the siblings that are going to inherit homes and also the seniors and the care they need or the activity they need while not crushing that home because you could sell that home and, um, let’s say 300,000, but your dad and mom in a, in an active living and all of a sudden, after four years, because it’s expensive, you now have flushed through all that money for mom and dad’s care. You don’t have a home and are now moving in with you, so you basically have just prolonged it because people are living longer, especially when they go into active living. They’re they’re having a time of their life. They don’t want to go anywhere. Right? It’s not like they’re sitting there just waiting, you know. Oh, when’s he going to come? Uh, no, you’re you’re living a lot longer.

Simone Kelly: And so the idea of seeing unicity is to take like, we have six providers, we have, um, you know, lenders, we have realtors, we have senior placement, we have estate sale companies, we have property managers. And of course we have caregivers. If you want to age at home and of those providers, if you think about them, how do we keep a home, right. And we say we don’t want to sell the home that satisfies siblings. It satisfies the seniors. And you’re able to keep that home. How do you do that? Will you use a property manager or property manager is going to come in and they’re going to rent that home out for you. So that money you’re making on rent is actually going to subsidize the care or the active living that they’re going into. So now you have the home and you’re subsidizing the care so you’re not out of pocket. Or if you are, it’s very minimal depending on what you’re going to rent your home for. So that’s another way. Now the realtors are there because they’re there if they want to sell the home, if if it’s a dire thing and they need to sell the home, right, then they will sell the home. They and they work with senior placement. Now senior placement um, is fascinating to me. I knew nothing about it.

Simone Kelly: Have you heard my background? I didn’t even know it existed until three years ago. Um. And it’s unbelievable what a service. I and I really feel like senior placement is the core of senior ethnicity, because that’s where you start off. That’s where seniors and their families are coming to you to say, we don’t know. Mom wants to go to an active living. We don’t know active living places. We call the communities. They don’t call us back or they’re full. We’re racing around town. We want to go ten miles. We didn’t realize 25 miles out is the perfect place for you and all the senior placement people that I’ve come across from the professionals, they are so good at knowing every single place. Is it a big community you want or do you want to? Which they are amazing at? Is finding those homes that there’s only 5 to 10 seniors in and it’s a home in a neighborhood, and they feel comfortable because they don’t want to be in a giant home. And as they figure out their financial situation, because senior policeman is very good at saying, what is your financial situation? They don’t shy away from it. A lot of people and the older generations of 67 and up don’t like to talk about their finances, right? But they’re really professional about what is your financial situation? Do you have equity in your home? Do you have, you know, what type of money can you afford to move so that we can find the best place for you? And then once they know that, then they can either gather with a property manager and work with them as a team.

Simone Kelly: They can gather with a realtor, work with them as a team. Any situation that they put them through with their home. You’re always going to have an estate sale because the home is packed. And so that is part of that provider section that’s really important is having that. So each one of those helps them get through their next stage because it’s really important to understand there’s so many crevice to it. Yes. You you want to go to active living and you’re like, I don’t want to wait for my kids to come over. They can come visit me when I’m, you know, playing cards with my friends at the community, right? But when you do that, you have a house full of things. You have to pay for it, obviously. Um, where do you go? Um. And are you going to sell your home? Are you going to rent your home, or do you want to age in place? And that’s why the caregivers are there. So Senior City is like a team of people that are coming together to help one family at a time.

Rob Gandley: And, you know, you’re checking a lot of boxes there. And I think just from my understanding, um, that is sometimes the problem is that there’s so many considerations and they’re sort of disconnected sometimes, and one doesn’t know the other, and they’re not thinking holistically of the actual use case. I like to throw that word out. That’s a technical sort of. We use that a lot. But but you know, the idea that the scenario is mom or dad is in a scenario where they’ve got to make a change. It’s it’s probably something significant that’s driving the thought process. And Then you start to think about what do we do with the house? Or what do we do with all the extra material things that we don’t really need right now? What do we you know? And all these other questions start to creep in and it’s just yeah, it’s a lot. Right. And you don’t know quite what to do. So from my view, senior ethnicity is really bringing together the team and allowing each to kind of be the quarterback so that they can bring the other partners in as well. So if I’m a senior placement expert, I could be working with the real estate side, with the financial side, with the legal side of things and really help and all that can be through senior ethnicity. Tell me a little bit about the model for the website. Like how how are you going to make this. Well, you got to fund it, right. You got to make you got to sustain it and allow it to grow and flourish. Um, tell me a little bit how you do that. Like you launched it a certain way. Now, I know you have some packages and things to explain the model and who it serves. And if there are services and and how that all works.

Simone Kelly: Yeah. So you have to fund it. So that’s me. The buck stops here. Yeah. Well, it’s it’s not a, um, technology that’s out there right now where you have, uh, websites that focus on senior placement. You have websites, obviously, for lending or property management or all of the different ones, caregivers. They’re all separate. Right? What I’m doing is I’m taking six different providers that work together. And we’re really building like a B2B platform where you’re building teams and your placement people are building teams with real estate agents, with property managers, with estate sale companies. And not just like one estate sale company. You want several in your area, right? Because personalities matter. You you know, as we get older, our personalities, we want to work with people who we get along with or who we can relate to. So it used to be in the old days we would be like, and you and I are old. Unfortunately, you would get like one person and you’re like, I’m loyal. I know it’s reality. It’s like, you know, I’m loyal to this realtor and I’m just going to work with this realtor. Even if that realtor didn’t get along with those clients, you still try to just stuff them in front of those clients because you’re loyal to that one. You can be loyal to many, but where your loyalty lies is with your customer, right? So if you know your customer and your placement, you go in and maybe he’s a little cranky, right? And you’re like, okay, this person has no patience for the cranky one.

Simone Kelly: I’m going to use this particular property manager because they have a lot more patience. That’s not loyalty to, you know, like disloyal to the people you’re working with on your business or business team. It’s actually loyal to your customer so that you can get more referrals and more things. As we know, when we help somebody, that family is going to refer you to other people to help them. Like this was seamless. This was amazing. I mean, the people I use for nurses, for my mom, I’ve referred them to 5 or 6 other people to go work because they were amazing and that’s how we build our referrals. So senior initiative was built as like almost like a virtual, uh, like meeting, right. People were seeing now are going on to the site. They’re emailing each other different providers. Would you like to meet for coffee? Would you like to meet up here in my area? I have a client that wants to work with something like this. Would you like to be part of my team on this? And that’s so important that we keep that open.

Simone Kelly: Because if you’re just doing senior placement and you don’t have a real estate license, how are you to do all those other facets unless you have people within your area and senior initiative? We work with people that are virtually they’re getting proper training through a lot of franchise models, and that’s why it makes perfect sense to me, because obviously, being an owner of a franchise and then starting a franchise, I know franchise models, they can be, um, they’re supported, they get proper training. Um, they’re working around other people, hundreds of other people that are owning the same business and they’re able to get feedback back and forth. They’re going to their conferences and everything else. So synchronicity definitely does a bit of vetting when it comes to who’s on there. And it’s not just franchise models that are on there. Obviously we have independence, but independence to a point that we have to vet them to make sure that they’re still getting the right certification. Are they getting the training? Are they communicating with other people? What are their reviews like? If they have like five reviews that say the same bad thing, you’re thinking, that might not be. So we want to put on the side. So it’s it’s um, it’s how it works. Like so for senior is free for providers to join.

Simone Kelly: There are add ons, like if you wanted to put your phone number and your website on the site, um, you could do that. I think it’s like 11.99 a month or something. It’s very inexpensive. Um, the basic one gives you obviously your picture, your biography, the biography. Um, you can I, you can just put in one thing. We’ve had the biography triggered for keywords per provider. So if you’re seeing your placement and you say, I’m an incredible senior placement, but I’m a senior advocate as well. When you click the I it’s going to know your senior placement. It’s going to bring up all of those keywords and put it in paragraphs that are better understood to the public. Um, so it’s it gives you like a mapping. You pick like five territories, five cities. If you want more cities, then there’s an add on for that. But five should cover a majority of what you’re doing. Um, and really, that’s we didn’t want to burden with a payment plan. Right. Like, we could very easily say it’s $99 a month to be a part of synchronicity. It’s 29. It’s whatever it is. But what happened when we started that model? We started with a 29.99. A lot of people were resistant to pay that 29.99. And what that was doing, it was hurting our seniors and our family members from coming in and finding providers in their area, because people were not willing to pay that provider amount to be a provider.

Simone Kelly: You have to cut that out. Sorry. But anyway, so back to that. Um, so what we did is we basically said, look, we built a microsite. Let’s see if that microsite can cover the cost of synchronicity so that we can make senior free for all providers. That way, making it free for all providers, that is, you guys are the product providers are the product of what I’m selling. It’s like filling up your store with your product, right? If people are resistant on paying a monthly, then there’s no product for the senior or the family members to come in and purchase or be a part of or call because they’re in new Jersey and we don’t have somebody in new Jersey, they’re going to be like, why did I even go to this site? There’s nobody even near me, right? And so the idea is to make sure that there’s product on the shelf for when the seniors come in. So it is free to all providers because we didn’t want to hinder helping seniors because there was a measly 29.99 price tag on that. We want to make sure that we have enough product for everybody in the United States to utilize.

Rob Gandley: Yeah, what amazing thinking. Yeah, because if you think of LinkedIn as a as a business model or as a platform, it’s it’s very different obviously. But but wouldn’t it be great if you could find teams on LinkedIn that actually worked together and they work together to help other people? Um, that that would be cool. It’s not built that way at all. But but it’s that’s how I’m seeing this is you have one side which is the consumer, the families, people like myself. I’m in the age range where I have an older mom, and, um, but I’m sort of the visitor. I’m the person experiencing senior, but the providers are also experiencing it from a different point of view. They get to work together, they get to partner. They get to meet each other, be you know, you just mentioned awareness not being like a few years back. You weren’t aware of senior placement advisors, and there’s probably four franchise brands that specialize in that service. But you’re right, in one of the biggest marketing challenges most of them have, even the biggest ones are awareness. Still, believe it or not. You think, oh yeah, people would know about it. But a lot of people like myself in my age range, they wait until they need to do something and they’re on Google, or they’re hopefully finding synchronicity, right. Like and maybe a lot sooner than that. But I also think it’s pretty amazing that the groups can get to know each other, right? The professionals can work together. That is one of the keys to their businesses, is really having the other people around them.

Rob Gandley: And that’s probably one of the best marketing tactics for their individual businesses, is to meet other professionals and get referrals from each other and work together as a team, and that becomes an extended product for everybody. Everybody has a greater reach of a holistic solution, right? Even if I’m a placement person, but I’ve got the estate planner, I’ve got the real estate folks, I’ve got the funding. I can get that job done. And that’s what we strive for. Uh, like I said, I’m involved with a certain brand that does that, and that’s what we try to, you know, it’s one of the major, um, tactics we use is to partner with other professionals in the area, and this just facilitates that in a technological way. So with that said, let me ask you this. What was the and what is the marketing strategy for you? And from a maybe, maybe break it down into a digital side, like how do you get more consumers right to keep seeing the site? What does that look like for you? And then of course, on the partner side, I think it’s probably been a combination of things, right. Like a little grassroots outreach partnerships, but also same kind of thing. Like you need to get out in front of them and make them aware of senior density. Tell me a little bit about the marketing. And did franchising influence any of your thinking when you when you launch this.

Simone Kelly: Yeah. So the marketing side of it, one of the things that I had to, you know, because as as you grow businesses, as you know, you pivot with where your market’s going to take you. Right? You have a a grand master plan, right? When you start and generally it never ends up where I mean, it’s a general reason. Like I want to help a million seniors in their family. Our first, you know, year into fruition. Right. And that stays. But what changes is how you get there. Right. So when we started it, like I said, we had the payment one that wasn’t getting people in. So then we were able to make enough money on the microsites to make synchronicity free forever. Right. For the basic plan. And you’re like, okay, that’s great. Now we’re there, now we’re moving. We’ve gained over, I think, 400 plus people now. And so what we want to get is like we have, I think, 3200 providers on there now. Um, and the different aspects of it. But what we want to get is those people who are on there to make sure that they put their picture in their biography, in all the things their, their cities in, right, their social media because they have their social media hookups there. And to have that look professional as the consumers come on.

Simone Kelly: Because if you just put in the fake ghost picture, right, that’s already on there and you say, I’m a senior placement person and you pick one city and you don’t put your social media up there, that reflects poorly on everybody else. It reflects poorly on the site. It doesn’t look like you even put the time in. And if you haven’t put the time in to a site that’s so easily put, you know, out there for seniors, then what do you think the seniors and the consumers are going to think when they come? And they’re like, oh, this is weird. Like it just has like this ghost picture and a name. And I got an email over here and they do senior placement. I’m not sure what that is. It just they only do one city. So it really tells them like, hey, where where’s your professionalism? Like you want me to hire you? Take the time to fill out all the things so that I know what I’m hiring. I can read up on you. I can look at your social media and do all the things I need to do. So the marketing part. The first stem of it, what I realized is making sure the providers take the time to put all of those things that they have in place up, so that the seniors and their family members can come and see them and before they launch into a conversation with them.

Simone Kelly: So that’s the first part of the marketing plan. The second part is we want to be, at least before we do a giant like we market now. We stream, um, on like different channels. Uh, there’s like 263 channels that seniors really go on and they stream on, like their iPads or their TVs or whatever. And so we do little commercials on there. Um, we’re doing, um, the banner ads on, like, you know, MSNBC, CNBC, Fox News, sporting events, things like that. Seniors are going to LM garden, all of those garden housekeeping real estate ones. We do all of that on a very small scale right now, though, because we’re not trying to get consumers in right now. What we’re trying to do is get providers in that product that we talked about earlier, because there is there is a very unique line here because you don’t want to shove out all this marketing and have them come and be like, nobody’s here. And then but you also want providers to come in and join. And they’re like, well, how are you marketing like, and what am I going to get a lead right away? I’m like, listen, this is what we need to do.

Simone Kelly: This is a journey we all have to take together. So we have to basically bring providers in. And I would say my goal is to have within the next couple of months and at least 45 of the states in the United States, at least, um, and within those states, at least 5 to 10 providers of each provider. Given so of all the six provider sections, we have, you know, real estate, senior placement, the provider ones that we have at least 5 to 10, um, of each one within that one state before we start the heavy, heavy marketing, which is, you know, that’s obviously an investment in itself, but it’s waiting to be invested until we get to that point. Because I would not feel good about launching something. Let’s say we were like, right now we’re in 20 states, right? That’s not even half of the states in the United States. That’s not that’s not a good use of money, if you ask me, because one, I’m going to bring people in that aren’t going to be able to use our site, and they’re going to end up on Google with 50 million choices. They’re going to get frustrated, go down this rabbit hole. How do I, you know, Google? How do I help my mom who fell and broke her hip? And then you’re going to have all these sponsored ads first, and you’re going to go down the rabbit hole of Reddit and all these different things, and you’re going to go on and on and on.

Simone Kelly: You’re just going to quit and you’re going to make all these poor decisions. So I want to make sure when we launch with the big marketing that we want to push towards, is we have enough providers in there to do that. And a lot of that is, like you said, grassroots. Um, like what we’ve done is like, we are the national vendor of Keller Williams, right? And we just did their conference. I mean, they’re one of the largest real estate companies out there and I understand team aspect. So that’s why I went to them first and became their national vendor. You know, we’re working with your group and four other groups, right? Um, we’re working with five other property management groups, and these are larger groups. These are people that we’re not going for the 1 to 1 provider. Right? They will find us. Those providers will. But we’re really going for the ones that, like I said earlier, have already been somewhat vetted. They’ve been through a process where they and they’ve done business and they’re surrounded by people that can help them through their business as well.

Rob Gandley: Yeah.

Simone Kelly: And we don’t want I think what we talked about was like, it’s I think Google is an incredible search engine. But I also think that what Google really if you look at Google and you’re building a business, what it is, is taking a segment out of Google that they have, you know, spread out over billions of bytes and taking that segment and making a search Specifically for what you’re looking for. So what synchronicity is, is like a tiny minute site of Google for seniors, right? Where we’re going to be able to assist you and your family through their next phase of life, whether active living or whatever you have on that.

Rob Gandley: Right. You’re stringing the rabbit hole. You’re you’re you’re kind of putting the rat so you don’t have to go to the down the rabbit hole to discover that you needed those seven other professionals. Right? Maybe you start with real estate and you figure, you know, but you kind of string them all together all in one shot. So you you don’t waste as much time. Uh, and and I love your franchise thinking. I know being a former franchisor means that you, um, you understand that that. So your grassroots strategy to go and build up synchronicity by partnering with some of the biggest brands in the world was a smart move. And and you’re right, they are consistently vetted in that sense. And it’s why there is a A problem, in my estimation, in senior care, because without franchises, I don’t think you could put people on the street that are at that level. Right. In other words, to hire that many employees that are that good, that can help people at that level is hard to find them. But you can recruit a franchisee, somebody who wants to be a business owner, someone who has, you know, and that’s why you’ll find a lot of the franchise brands will be your providers, because trying to have a big company do that, right. You go to a big corporate and they just have a lot of advisors. Let’s say you don’t find that many, right? They’re mostly going to have to be franchises because again, finding that level of person and hiring them would be extremely expensive for any big company to try to, to deal with.

Rob Gandley: And that’s why most benefit providers for corporations, if you have a senior care need, oftentimes it’s just by the phone. There is no one to help you like on the street. And senior city is the local on the street Professionals that you can you can depend on, which is a sorely needed, uh, solution. It truly is. So. So I’m glad to hear that. I, you know, I wanted to kind of tie in the franchise. I figured that had some influence on you. Um, let’s talk a little bit about. I didn’t want to I want to be more specific about it in most of my conversations because it is affecting us all. And I think it’s important, um, in every industry, how do we evaluate every business has to evaluate this a little uniquely. Tell me a little bit about you. You mentioned quickly, uh, in passing in a previous question that when you do the Bios, you know, you just put a word in or something, a couple things and boom, it it writes a great bio for you. It makes you look good. Right. Um, tell me more about your thinking around how you deploy AI features for your audience is one thing. You got your professionals and your seniors, uh, your families, but also for you internally, like your internal teams and your developers and anybody else like, how are you seeing I play out? And as a leader, how do you kind of decide what to focus on?

Simone Kelly: Well, I is it’s one of those words like synergy. Remember when synergy was everywhere and I’m like, ah, if I hear that word one more time, I swear. And it was on, like, billboards. It was everywhere. It drove me crazy. Um, and I kind of, um, replaced that word, it seems. And, you know, some people are like, I’m scared to death of it or. Oh, I use it for everything. Um, I should be introduced in, in in small segments, right? Um, like, where we have I obviously you have it with your social media aspect where I everything to a certain platform and it’ll do all these different things it needs to do like LinkedIn. You have to wear a suit to post on there. Well, I will take that one post and it’ll send it to LinkedIn and and it’ll post it professionally with the right verbiage for LinkedIn. But it’ll take that same post and send it to, let’s say, um, Facebook and make it a little bit fun and jazzy and Instagram a little bit more jazzy, or maybe some music, and I can do that for you. But for me, AI is something that you introduce lightly as you go. So when I mentioned, like it’s part of the bio, okay, that’s the most important part. Um, when you, your picture obviously make it something that you didn’t take 30 years ago because of a senior meet you and you don’t look the same. They’re going to shut the door and you’d be like, there’s a criminal at the door because you don’t look like your picture, right? I look through that people and they’re like, no, I’m sorry, I had an appointment with somebody else. This is the picture I had. Um, so. Yeah, you know, but that bio.

Rob Gandley: I’m thinking I’m thinking. I’m thinking LinkedIn is, what, 20 years old now? So people, like, threw stuff out there from 20 years ago and they still haven’t updated. It’s funny. It’s like some people probably have it. It’s been ten, 20 years, right?

Simone Kelly: There’s this like thing going around to where it’s like you can make an AI Barbie doll or something. I’m seeing it all over the place and I’m thinking, don’t use that as your like this or like this. I don’t, I don’t get it. Um, and then a lot of people are using AI for their pictures, so then they I mean yeah, that’s again looking 20 years younger than what you are. Um, I mean, yes, obviously you want to look a little younger and take better care of yourself if you want, if that makes you feel good. But I don’t necessarily know if making a Barbie doll is the right place to be, for that would.

Rob Gandley: Not.

Simone Kelly: Be.

Rob Gandley: That would not be a good use of AI right now. Yeah. Let’s zero in on what what what, uh, what we should be zeroing in on. So. Yeah. You were saying, right.

Simone Kelly: Like, don’t don’t put your, your apple avatar up there. Right. Like, here I am. Like, it’s not going to work. Like what real picture. You know, you gotta do. We’re working with seniors so they are reality is everything to them. And so, um, I think they are you bleed it in there. So the biography is very important. One of the most important things you can have. And so what we’re seeing and what I’ve seen in the real estate market being broker and lending and obviously senior placement and estate sales, all the all the different providers that I offer there, I’ve been in that business. I’ve either owned or started a company in that business. I’m very versed on what what is needed and what what role they play with each other. Right. Which made synchronicity a lot easier for someone like me to build. Whereas if you were to build as, let’s say, a senior placement, you’d be like, why do I need property management? That’s like, I know why you need it, because I’ve been there and I’ve done it right. But when you look at I, you can’t go, oh, my whole site is I. So someone comes in and they call and they go, they go. I don’t know who I need to use. And you use a chatbot and they’re like, um, my mom fell down and it hit.

Simone Kelly: And then the AI gentleman comes back to you. Or the female, do you want a female? You want a male. What’s your name? What’s this? What’s that? And it’s just so impersonal, right. And what we’re dealing with in seniors is we’re very personal. And so taking away that aspect of being able to call in. So we don’t have AI generated call ins if someone doesn’t know what they need, or they just want to call because they don’t like just going to a list of people who can help them, then they can call and they’ll get a person, and that person will have ten separate questions. And those questions are so pointed that by the time you’re usually on the sixth or seventh question, we already know what provider you’re going to start with. Right. And so that part of it I know a lot of people are doing AI with get rid of your receptionist, get rid of your, you know, your assistants. It doesn’t work in this industry in my opinion, because it’s it’s it’s it’s a personal thing. I mean, this is your life. Like this is where you’re going to go in your next phase. This is where your family is going to go visit their mom and dad or grandma and grandpa. So for us, we don’t utilize AI that way. Well, how we’re bleeding it in is through the biography.

Simone Kelly: Because if you go and market and you say, I’m the greatest senior placement person in the world. Okay, so the consumer consumers looking at that going, great, what can you do for me? Right. So you really want to start off your life, right? It’s all about them, right? But you you want to start off talking about the consumer. I have been a senior advocate working with seniors for 20 years. I absolutely love working with seniors. For me, I would put the crankier the better. Bring it on. I love cranky people. I find them quite amusing. Um, and then moving on to where my accolades are at the bottom. What everybody got really trapped on is competition, right? Um, how can I be better than Rob? Well, Rob says he’s been in the business 35 years. I’ve been in the business 35 years in two months. So I’m going to put. I’ve been in the business 35 years in two months, right? You know, it’s just insanity what I’ve seen on these biographies. So the I generation of that is how do you put together a biography using keywords? Have it make sense? Um, acknowledging the seniors. Right. What can you do for the seniors and not what you have done at the first three sentences. Right. And so that’s what the AI does. It’s helping them become more in tune with what the senior or their family members are looking for, rather than talking about you.

Simone Kelly: It’s not it should not be your resume on LinkedIn. It should be how can you help them? And I don’t care if you’ve been in the business 50 years, does that mean you’re good at it? In my mind, I think you’ve been doing the same thing for 50 years and you still haven’t figured it out. Like that drives me crazy. Like, why haven’t you moved forward? Right. So for and and I think probably like some people maybe, I don’t know, I’m a little off, but maybe I do. But I would rather see AI implemented in little increments. So once you do that with the biography, then you go on to the social media, which we have a platform where you can go to the AI for that. And then when you get comfortable with the AI or social media, then you move it over to, let’s say, the mapping and the mapping becomes AI generated. But if you were to have and then eventually you’re going to have a point where someone’s going to just connect you with the right people, right? And that’s all. I mean, that’s not even I that’s already being done outside of AI. It’s just going to be quicker. It’s going to be more efficient.

Rob Gandley: It it it’s mostly behind the scenes. It will be a better experience for the visitors. But a lot of AI behind the scenes, right. Not really taking anything away from the quality of the interactions. Right. On any side with the the providers, with the families, with everybody, the whole community that you touch is and I’m with you on that. I don’t I think a lot of, a lot of marketing, maybe in the last 2 to 3 years has been a little more like this gold rush mentality of, oh, you know, AI’s going to take over and we can just come in and and create all this revenue or something. And it’s really not what it’s about. And not a very good message either. Um, it’s really about people becoming better. And if you become better, that should mean you have more time. If you have more time, you can invest in relationships, and I believe every business that’s a relationship business will just be able to do that better in the future. Not not getting rid of people. It’s getting more from people and people enjoying what they’re doing better.

Rob Gandley: Uh, yes. It might mean some companies don’t grow like they may have grown, but I don’t think they need to get rid of anyone. They just need to make everyone better. I should serve us, right? That’s what it should be. And I think hopefully it stays there. But thank you for being that kind of leader because that’s. Yeah, you think about what’s going to actually help your, your audience, not, uh, not what the shiny object is, but I before we, we wrap up today, um, I wanted to make sure you shared the website. And also if you had just, I don’t know, one piece of advice that you just feel like keeps resonating for a family, right? You can make it for a partner if you want, or a provider if you feel like that’s coming to mind. But what would it be? So share your website. And what would that one piece of advice or family member or for a provider, be that you would leave with them to help their journey go a little smoother?

Simone Kelly: Well, the website is senior nicety. It’s s e n I o r n I c I t y. Um. It derived from the, um, word of synchronicity. Um, and it actually was. I was in a car and on my car, it had a thing that said, um, the police was on, I think it was king of Pain, and it had the album synchronicity, and I love that word. And then I’m like, oh, a senior, because the plan was already there was the name I needed. And so that’s where Senior Nicety came from. Um, one piece of advice that was given to me, and I can give to everybody that they’ve already probably heard when you go through something that is life changing, whether you’re going to go to living or your parents, um, you know, a hip’s broken or or Alzheimer’s. God forbid you know some other ailment. Make sure not to make decisions financially without actually connecting to somebody on synchronicity, because that was what my first mistake was, was I wanted to. I was almost embarrassed, like I was embarrassed to call people and say, I don’t know what to do, right? Don’t be embarrassed to call somebody and do it. And don’t make a fast decision because it could affect your life like it did mine.

Simone Kelly: It took 5 to 10 years financially to get back where I needed, and that was all because I didn’t have senior ness. I didn’t have this platform. And really, so when you’re working with your mom, your dad, or it is your it is you a senior looking at don’t make a financial decision because you don’t want to, because you don’t want people to think that you’re all knowing. Right? Because we all think we’re all we are not all knowing. We’re I mean, look at these six providers, six provider types. It takes six provider types to get you where you want to be without devastating your entire life and your family’s lives. For providers, one thing I can say is if it doesn’t fit right, if it doesn’t make sense to sell the home. Okay, we’ll refer that to your network, your B2B, of of property management. Because when you do that, then you get a better referral base from that person. Wow, I went I went to them, I was going to sell my home. And they said, no, you know what? This doesn’t seem like the right thing to sell your home. You’re going to be out of money in four years.

Simone Kelly: Let me get you over to my one of my property managers, and they can take care of you. And then you do take care of them. That’s what that family member who did that, they’re going to refer you. So don’t try to fit them in a pigeonhole. Don’t be like, oh, well, you know, I can send you over to atria. Doesn’t have half the stuff you need or want. It’s a little bigger than what you want, but I have a really good relationship with them, so I want to send them to, you know, me, send them to another place that’s smaller what they want. Take your time. Um, it doesn’t have to fit, I guess every lead doesn’t have to fit into your lead. It can fit into somebody else’s, but you will then in return, that lead back. I do believe that things come back to us as we give out so good things, right? Don’t give bad things, but when you do something good, it will come back to you. It may not come back when it shouldn’t come back from that same person, but it will come back in another way. And so maybe just taking our time and is probably the best advice.

Rob Gandley: Yeah, well that was some really good advice. And I feel like what you had said about the provider just doing the right thing. I think doing the right thing pays massive dividends. If you just trust in that. Like don’t force deals, you’ll be you’ll be you’ll have too many deals to do if you just do the right thing by people. And I really believe that. And exactly. People will remember you, probably the one that you gave away. They’ll remember you more than all the other deals combined. Right? But it’s important. And you have that ability, especially with a website Like in a service like synchronicity. So Simone, thank you for being on the show. Thank you for sharing your insights, uh, with everybody. And I think at this point in time, this is a needed message. I mean, I keep saying that it’s I’ve been in the senior business, senior industry a while, um, in terms of the marketing side. But, you know, it seems like the awareness still is going to be a thing. And, uh, hey, if we can and I’d encourage the audience, please share this, uh, share with people that you know that you think it might resonate with. Um, ultimately, it’s a message that needs to be heard. You know what? It hits the leaders in our country. Uh, most leaders are in that age range where they have older parents. So we really need to get the word out how to do this right. So anyway, thank you so much for being here. Appreciate your time today. Bye for now.

Simone Kelly: Thank you for your time, Rob.

 

Tagged With: Seniornicity

Tillman Honor Run 2025

April 28, 2025 by angishields

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Thousands of ASU alumni and friends across the country attended the local Tillman Honor Run, a 4.2-mile fun run celebrating the incredible legacy of Pat Tillman, a former Sun Devil and Army Ranger. 

These family-friendly runs are hosted by ASU alumni chapters and open to participants of all skill levels, offering an opportunity to get active for a meaningful cause and connect with your local community.

Proceeds benefit the Tillman Scholars Program, supporting active duty service members, veterans and spouses committed to selfless service, scholarship and leadership.

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Danno-ClarkDanno Clark, Dr. Roof

https://stats.businessradiox.com/41894.mp3

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Ben-WelchBen Welch, Gainesville Psychiatry

https://stats.businessradiox.com/41895.mp3

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Greg-SmedleyGreg Smedley, Morgan Stanley

https://stats.businessradiox.com/41896.mp3

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Zach-KnightZach Knight, ATLVets

https://stats.businessradiox.com/41897.mp3

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Jeremy-CollinsJeremy Collins, Innovation Academy

https://stats.businessradiox.com/41898.mp3

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Omar-RodriguezOmar Rodriguez, Ernst & Young

https://stats.businessradiox.com/41899.mp3

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Sean-JarvixSean Jarvis, Ernst & Young

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Andrew-JohnsonAndrew Johnson, Southwire

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Kurt-WilsonKurt Wilson, City of Roswell

https://stats.businessradiox.com/41902.mp3

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Ron-BuckleyRon Buckley, Brixmor Property Group

https://stats.businessradiox.com/41903.mp3

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Tagged With: Tillman Run 2025

BRX Pro Tip: 4 Ways to Find Product Market Fit

April 28, 2025 by angishields

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BRX Pro Tip: 4 Ways to Find Product Market Fit

Stone Payton: And we’re back with Business RadioX Pro Tips, Stone Payton and Lee Kantor here with you. Lee, we’ve been engaging in this a great deal lately. I know businesses of all shapes and sizes should have some degree of focus on this from time to time. What’s your counsel on finding that product market fit?

Lee Kantor: Yeah, I think it’s so important, especially when you’re launching any type of endeavor or going into a new area that you haven’t been in before, product market fit is critical. Once you got that, then you know you have something and then it’s just a matter of, you know, putting your foot on the pedal and going.

Lee Kantor: So, here’s four ways to find product market fit. Number one, don’t go after everybody. Don’t chase every logo. When you’re first starting out, you want to find kind of more of the early adopters, the people who are looking for an edge, the people who are willing to take a risk on something new. A tactic to attract those people are give them some early access, do some co-creation, some collaboration, give them some perks, and super high level of attention when it comes to customer support.

Lee Kantor: Because these early partners are going to shape your positioning and, hopefully, they’ll become your first case studies. So, you want to be good to them, and you want to give them what they need in order to take that risk, because it is a risk when anybody is trying something new, so you want to kind of allay some of those risks if you can.

Lee Kantor: Number two, when you’re working in this space, you want to be looking for the pain points that create urgency, not interest. Remember, when you’re starting a new project, you’re not selling vitamins. You are making headaches go away. So, these things have to really be must haves. They can’t be nice to haves. So, when your product can turn from something they’re considering into something that we need this yesterday, then you know that you are getting close to having that product market fit.

Lee Kantor: Number three, you want to be running kind of small campaigns in order to offer high value insights instead of kind of being salesy. You want to be saying things like, here’s what your competitors are automating, do you want the playbook? So, you want to create some kind of desire and you want to have the solution or a solution that will get the right buyers to raise their hands fast. That’s when you know that your content is fitting the market, and it’s a sign that your product might also be the right fit.

Lee Kantor: And then, ultimately, you want to be able to, after you have some people, early adopters trying it and using it, you want to take their best words that your users are saying to describe your value, and you want to steal that language shamelessly. When your prospects read your messaging and say that’s exactly how I’d say that, that’s when you know you have product market fit.

Why You Should Price Your Service in Terms of Value to Your Customer, Not Cost to You

April 27, 2025 by angishields

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Building Harmonious Workplaces: The Enneagram as a Catalyst for Change

April 25, 2025 by angishields

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Building Harmonious Workplaces: The Enneagram as a Catalyst for Change
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In this episode of the High Velocity Radio Show, Stone Payton talks with Kimberly Collins, an executive coach and Enneagram consultant. Kimberly shares her journey from managing an orthodontic practice to becoming a coach, focusing on the Enneagram’s role in leadership and team dynamics. She discusses the importance of self-awareness, emotional intelligence, and psychological safety in creating harmonious workplaces. Kimberly explains how the Enneagram helps individuals understand different perspectives, improving communication and collaboration. The episode emphasizes the ongoing nature of personal and team development, encouraging leaders to embrace continuous growth and reflection.

Kimberly-CollinsKimberly Collins is an executive coach, author, blogger, musician, philanthropist, and certified Enneagram and MBTI consultant.

She is passionate about helping individuals, teams, and organizations build stronger connections and create healthier, more productive work environments.

When she’s not working, she enjoys walking, reading, singing, and spending time with her family. Enneagram-Reflections-logo

Connect with Kimberly on LinkedIn, Facebook, X and Instagram.

What You’ll Learn in This Episode

  • Using the Enneagram to Build Self-Aware Leaders and More Cohesive Teams
  • Emotional Intelligence: The Ceiling for Growth and the Antidote to Burnout
  • Transforming Teams Starts with Self-Aware Leadership
  • Psychological Safety: The Foundation of High-Performing Teams
  • Coaching as a Catalyst for Self-Awareness—and a Lifeline of Support

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.

Stone Payton: Welcome to the High Velocity Radio show, where we celebrate top performers producing better results in less time. Stone Payton here with you. Please join me in welcoming to the broadcast with Enneagram Reflections, Kimberly Collins. How are you?

Kimberly Collins: Great. Thanks for having me.

Stone Payton: I have really been looking forward to this conversation. I have heard a thing or two in passing around this whole idea of enneagrams, and so I’m interested to dive into that conversation here in a moment. But before we go there, how would you describe mission? Purpose? What are you really out there trying to do for folks? Kimberly.

Kimberly Collins: Absolutely. You know, what I do comes from a lot of experience in the leadership world and a heart for leaders who, uh, you know, are serving teams or, you know, uh, having to manage large businesses and seeing the amount of pressure that these leaders are put under, um, has inspired me to work a system and my business around supporting these leaders so that they can, uh, not only show up for their teams better, which, of course, is such a wonderful thing, but to show up for themselves better and to feel more fulfilled, uh, by the things that they are doing. So really, my mission is to walk alongside leaders and teams and create a more harmonious workplace so that everybody can feel like they are, uh, working at their best and they’re working with each other and serving their clients the best as well.

Stone Payton: So what’s the backstory? Tell us a little bit about your journey and how you landed here doing this?

Kimberly Collins: Yeah, absolutely. So I am now an executive coach and an Enneagram consultant. But before I started this business, I was part of a co, I was co founded, co owned an orthodontic practice, um, in Minnesota. And I did that for 11 years. And during that time I did everything that didn’t require a doctorate of dental surgery. So I was payroll and 401 K and finance and taxes and HR and hiring and firing. And, um, I found myself it was about six years deep into that 11 year tenure that I found myself really burning out. Um, you know, thousands of patients, 35 employees and three little kids at home. And I thought, you know, uh, it’s something’s got to go. It’s either going to be me or this business. And, um, I was introduced to the Enneagram as a way of kind of managing myself, um, and my emotions and how I show up to the conversation. And I found that it was so helpful for me to manage my own burnout, that I decided to become certified in it, and I started applying it to my team and saw that we had better communication and more harmony and more productive conflict and that, uh, that inspired me to, uh, use it more and also to now do this full time. So now I work with especially small business owners, but I, I work as well with more corporate, uh, groups as well on how they can use the Enneagram, not only for the team, which is a great place, but also for the leaders, which is always, uh, you know, where I think that the most growth comes is working with leaders.

Stone Payton: Yeah. Well, say more about the topics or competencies or the areas where, uh, the Enneagram really can have a have an impact.

Kimberly Collins: Absolutely. So the Enneagram in and of itself is not a growth tool. And I always have to be, uh, you know, super clear about that because people will get into it and they’ll say, wow, now I know what my personality type is, but what do I do with this information? But where it really thrives is improving our self-awareness, which, of course, is the first stop on any personal growth journey, is knowing what are the stories that are driving my life, what are the motivations behind a lot of those patterns of thoughts and behaviors that are make up the majority of my life? And how is this tinting my perspective of the world? So the Enneagram is, you know, of course, in my I’m biased, but of course, in my perspective is the best at giving us a great view of how we’re showing up, um, and giving us a language for an inner experience. From that self-awareness, we’re able to see how we show up, and we can make decisions from there so we can choose better ways of emotional regulation, better ways of communicating and understanding how other people are experiencing us and in improving our conflict. Uh, showing up how we can, uh, disagree, but also how we can communicate in a way that those disagreements lead to something productive.

Stone Payton: As you’re describing this, um, a mental image came to came to me a long, long time ago. Arcade games were different back in my day. But there was this driving game and you could pick between two different views and one. You were sitting in the car and driving, but the other one was like a bird’s eye view.

Speaker4: And oh yeah.

Stone Payton: It seems to me like doing this allows you to to have a bird’s eye view of, uh, how do you put it? Like, uh, how you’re coming to the conversation or how you’re, uh, I don’t know. That’s that’s the mental image I got as you were describing it.

Kimberly Collins: I love that, and absolutely. It’s a way of, uh, like I said, a language for your own inner experience. But like you said, it’s a way of seeing how you’re showing up through this conversation and what you’re bringing to the table and seeing how that’s interacting with other people is really powerful for improving, uh, how you show up and how you interact.

Stone Payton: So a term that I’ve been coming across a lot as we’ve been doing this coaching series is emotional intelligence. Gotta believe that that there’s a lot to be done in that area with this work. Yeah.

Kimberly Collins: Absolutely. I mean, emotional intelligence, uh, in my mind, that’s your ceiling for growth is how how you can improve the soft skills of your job so that you can show up as the leader that you want to show up as. I think that a lot of times when we first start out our careers, we’re heavily leaning on those hard technical skills that maybe we’ve gone to school for. Maybe we’ve had kind of testing or training or whatever it is around that, and then we get to a point where our soft skills are those emotional intelligence skills, and that’s all that emotional regulation, communication conflict, that’s all emotional intelligence that becomes either equal or greater than those hard technical skills. And yet leaders are frequently thrown into leadership positions without any training. And, you know, things that happen from that are one, you know, ineffective leadership, of course, but if you’re the leader, you’re dealing with issues of imposter syndrome. That shame of, I can’t handle the situation. What’s wrong with me? There’s nothing wrong with you. You’re having to rely on a set of skills that have never been developed. Um, and then of course, the issues of burnout, which are just rampant, especially with leaders, there’s so much pressure, uh, to not only manage the position you’re in, the expectations from the company, but now you’re having to make decisions for other people. And if you don’t have a good set of skills around your own self-awareness and how you can fit in that slipstream of, uh, you know, boundaries versus connection, um, as well as improving your communication and conflict. I mean, you’re gonna burn out so fast in these positions.

Stone Payton: I’m getting a pretty clear picture of how of how this might apply to an individual. And for that self-awareness as you’re describing, how does it, uh, how do you utilize it to help entire teams?

Kimberly Collins: Absolutely. And I’m going to cop out a little bit and say the the best place to start for any team is with a leader. Um, the research is in, uh, if you want to improve a team, you go to the leader, the boss, the parent, the teacher. These are the people who make the greatest impact. The smallest. Uh, you know, the biggest bang for your buck is starting with the leader. However, if you want to use it with a team, You know, the Enneagram again, is going to thrive. Even just introducing the topic of showing a team that, hey, there are nine different perspectives of the world that are totally normal. And it just blows up that, uh, it’s like the normal paradox that Chris Voss talks about, where we all think that we’re normal. Um, and then when we encounter someone else who has a different normal, they just drive us nuts, you know? So it’s helping us see that, hey, I, I might see the world through this perspective, but that’s just one of nine ways of seeing the world, and that there’s an infinite number of variations to those perspectives that, uh, is coloring our interaction. And that even just by opening up the eyes to that can be really, really helpful. Of course, you know, if I’m going to work really in depth with a team, I’m going to be focusing on those, uh, big points of contention, communication, how we show up to conflict, how we show up to expectation. And these can really improve just how we see each other when we’re tackling projects or tackling something we disagree with.

Stone Payton: So when you were kind of getting started with this and trying to go out and describe to someone who could write the check and had the authority to bring you in to do this kind of kind of work, was the was the business side of of coaching tough like the whole sales and marketing thing? Was that a bit of a challenge in the early going or did that come pretty easy?

Speaker5: Well, I think.

Kimberly Collins: Anytime you get into a new venture, you’re going to be working with tools you’ve never worked with before. So I come from a small business area and, you know, dental care. So it’s kind of a healthcare. So I was very familiar with all of those laws and regulations and softwares. Um, and then moving into a new space, of course, there’s going to be a lot of learning the new technical things and learning too, about how you want to talk about these topics. And I think it’s a lot of a, um, exposure, uh, exposure therapy or whatever you want to call it, of talking about what you’re passionate about and, uh, being confident that what you are providing is, you know, something that’s really valuable. And, you know, eventually you’ll find those people who see the value in it, and it’ll just kind of click. But, yeah, I mean, of course, anytime you start something new, there’s going to be those hiccups.

Stone Payton: So what are 1 or 2 things? What are some things that people sometimes just get wrong, maybe have a misconception about the nature of this work that that maybe you run into before you have an opportunity to kind of educate them through that.

Speaker4: A lot of times.

Kimberly Collins: Especially when I’m working with the Enneagram, it’s the idea that this is a one and done that. Okay? We, uh, we have the tool. This is great. Our team is exposed to this information, and we’re never going to have issues like this again. And really, you know, the conversation of the Enneagram or the conversation about emotional intelligence, self-awareness, this is a lifelong conversation. Um, this is something that, uh, we’re all we’re always going to be working on as individuals and as teams, and that the work itself is the importance that there’s no solving it. It’s just going through ups and downs and learning from those ups and downs. Um, but I see that a lot of this. Okay, we had the conversation. Let’s move on to the next thing and then, uh, being surprised that those nuggets that they got from the conversation aren’t being carried six months down the line. So it’s something that has to be come back to intentionally, uh, to be able to really improve that, uh, the psychological safety of the team. Long term.

Stone Payton: Psychological safety. I like that phrase. I may I may borrow that one.

Speaker4: Yeah. No, that’s a mouthful.

Stone Payton: Right. And with teams and having the trust and feeling safe and being able to be. Yeah, that makes a lot of sense. So I’m sure the answer to the question is yes, but I’m going to ask about it anyway. Maybe ask you to expound on it a little bit. But, uh, have you had the benefit of one or more mentors along the way to help you navigate this terrain of coaching on these competencies, but also on getting people to write you a check to coach on these competencies?

Speaker4: Absolutely.

Kimberly Collins: I think you always I think if anything, you need to have mentors who are showing those practical sides of things. Of course, you know the how to the where to do this and uh, giving you ideas about software. But I think it’s so much it’s.

Speaker4: Encouragement.

Kimberly Collins: And support for, uh, the individuals starting these things out and just even those little pep talks of, you can do this. Uh, you know, working through this mindset shift that’s really bogging you down is so crucial because, uh, you know, starting any, any new venture, especially if it’s a solo venture, it’s a lonely position, just like leadership is. And and so it’s so important to have people in your life that are also encouraging you when the times get kind of discouraging.

Stone Payton: Well, and you chose to, to become formally credentialed in this enneagram, um, arena and, and in other ways as well. This was a commitment that you made, and it’s my understanding you don’t have to go get these kinds of credentials to hang your shingle out, but, uh, I’m interested. Are you are you glad you did?

Speaker4: Absolutely.

Kimberly Collins: I mean, I am a lifetime learner. I that’s definitely one of the things that I love to do the most is learn, and so it was very natural for me to want to lean in and, uh, you know, get the credentialing so that I felt like I understood things from beginning to end. There’s a lot of information out there, especially about the Enneagram, that can lean into kind of the pop culture side of things, which totally. I love that stuff, too. It’s it’s a party. It’s fun. Um, but I love to know the psychological underpinnings of things, the history behind things, so that when I’m teaching this to teams, I feel like I have a depth to it as well. So for me, uh, that was a no brainer because I love to learn. But definitely you don’t have to be accredited in Enneagram. You don’t have to be accredited in coaching, um, if you don’t want to be. But for me, I feel like having that underpinning of, uh, formal training helps me have confidence in that. What I’m offering to teams and offering to To individuals as an executive coach is helpful and rooted in something more than just culture.

Stone Payton: So in the in the white space, I’ll call it, when you’re not actively engaged in coaching and that kind of thing, you’re probably writing, speaking all that stuff just to continue to educate your, uh, your market. Yeah.

Speaker4: Absolutely.

Kimberly Collins: I, I read I read a lot of books every year. Um, I, and I definitely love to write about them as well. I and then it’s of course keeping up on your industry too. So I have more continuing education that I do every year just to again, keep growing my perspective of what I do so that I can provide even more benefit to my clients.

Stone Payton: So I’m going to shift gears on you for a moment. If I might, I would be interested to know hobbies, interests, pursuits, passions outside the scope of the work. Anything you nerd out about, that’s that’s not this stuff.

Kimberly Collins: Oh, yeah. Absolutely. I’m actually I’m a professional musician as well. I’m a professional singer, and so I, I love to do music stuff, and I am so blessed that I have three little kids, and I have one of them who’s old enough to be into music as well. And so it’s just been such a cool passion to pass some of my music love onto my kids. But, um, I definitely spend a lot of time nerding out about music.

Stone Payton: Oh that’s fun. I’m so glad that I asked. I, I’m learning that asking that question. You really do get to learn a lot about people and you get to.

Kimberly Collins: Oh, yeah. Absolutely.

Stone Payton: The whole person. Right?

Kimberly Collins: Yeah. Yeah, exactly. Yeah.

Stone Payton: Hey, before we wrap, I would love to leave our listeners with a with an idea or two. Sometimes I call them pro tips, uh, for kind of getting their arms around some of what we’ve talked about the Enneagram, this idea of self-awareness. I like the idea of psychological safety. And look, guys, the number one tip is reach out and have a conversation with Kimberly. But, uh, let’s give them a little something to to noodle on between now and then. Kimberly.

Kimberly Collins: Absolutely. Um, I guess one pro tip I would always say is that if you want to start creating psychological safety, either in your teams or let’s say it’s just at home with your with your kids or your family or your spouse, um, it’s always going to start with you. It’s going to start with you becoming more aware of how you’re showing up to that conversation. And when you are given the opportunity to react, choosing to respond instead. The psychological safety is all about, um, providing a space for another person to be themselves. Uh, have differing opinions and differing preferences and not experiencing negative feedback. And that all comes from being in the vicinity of a person who is emotionally regulated and is able to respond instead of react, even when, uh, you know, the tensions get high, it can be out of response that things move forward. So that’s where I would always say is that if you’re interested in creating a better work culture, home culture, friend culture, whatever it is, start with you and how you’re showing up to the conversation and it’ll improve from there.

Stone Payton: Well, that sounds like marvelous counsel to me. What’s the best way for our listeners to reach out, tap into your work, start learning more, maybe have a more substantive conversation with you. Let’s leave them with some coordinates.

Kimberly Collins: Absolutely. So I have a website. It’s Enneagram reflections.com, and it has my email on there. It has my socials. So check it out and you can always contact me for more information or if you have any questions.

Stone Payton: Well, Kimberly, it has been an absolute delight having you on the show. Thank you for your.

Speaker6: Yeah, thanks for having me.

Stone Payton: The work you’re doing is so important, and you are a fresh breath of air. You are really doing good work, and we sure appreciate you.

Speaker6: Yeah. Thanks so much for having me. What a what.

Kimberly Collins: A great opportunity to be on this show with you. Thank you so much.

Stone Payton: My pleasure. All right, until next time. This is Stone Payton for our guest today, Kimberly Collins with Enneagram Reflections and everyone here at the Business RadioX family saying, we’ll see you in the fast lane.

 

Tagged With: Enneagram Reflections, Kimberly Collins

Leading with Heart: Transforming Leadership Through Emotional Intelligence

April 25, 2025 by angishields

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High Velocity Radio
Leading with Heart: Transforming Leadership Through Emotional Intelligence
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In this episode of High Velocity Radio, Stone Payton interviews Dr. Julie Donley, a leadership coach, author, and speaker. Dr. Donley discusses her mission to enhance leadership effectiveness and create positive work environments. She shares insights from her latest book, “Leading at the Speed of People,” emphasizing the importance of emotional intelligence, stress reduction, and the “CARE” leadership model—Communication, Appreciation, Respect, and Empathy. The conversation also explores the impact of artificial intelligence on leadership roles and Dr. Donley’s personal journey, including her background in healthcare and her passion for coaching.

Julie-DonleyDr. Julie Donley is a leadership expert, author, and former Director of Nursing with nearly 30 years of experience helping professionals navigate high-stress environments, manage conflict, and lead with emotional intelligence.

With a background in behavioral health and organizational leadership, she specializes in helping leaders shift from emotional reactivity to intentional leadership, fostering stronger teams and healthier workplaces. Dr. Donley holds a Doctorate in Organizational Leadership, an MBA, and is a Professional Certified Coach with the International Coaching Federation.

An award-winning author, her latest book, Leading at the Speed of People, explores the power of self-awareness and emotional mastery in leadership. Through her coaching, writing, and speaking, she provides actionable strategies to help leaders reduce stress, improve communication, and create more productive, people-centered organizations.

Connect with Dr. Donley on LinkedIn and Facebook. Julie-Donley-logo

What You’ll Learn in This Episode

  • Self-leadership as the foundation for leading others
  • The CARE Leadership Model(TM) –Communication, Appreciation, Respect and Empathy
  • Leader’s role in reducing friction and stress
  • Navigating conflict with empathy and respect
  • The importance of Self-Awareness

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.

Stone Payton: Welcome to the High Velocity Radio show, where we celebrate top performers producing better results in less time. Stone Payton here with you this afternoon. Please join me in welcoming to the broadcast with Dr. Julie Donley LLC, the lady herself, Julie Donley. How are you?

Dr. Julie Donley: I’m doing great, Stone. Thanks so much for having me. I’m excited to be here.

Stone Payton: Well, I’m excited to have you on the show. I’ve got a ton of questions. Uh, I think I’ll start with this one, though. Uh, how would you describe briefly? Mission. Purpose? What you’re really out there trying to do for folks, Julie?

Dr. Julie Donley: Yeah. So my mission is to help leaders be their best so that they can help other people be their best. Um, I really passionate about developing good and positive leadership experiences. And, you know, so that’s what I’m all about, making the world just a little bit better place.

Stone Payton: So what is the primary medium or mechanism for the work? Are you working with individuals, groups, speaking, writing or a little bit of all of that?

Dr. Julie Donley: Yeah, all of it. Yeah, you nailed it. So I am a leadership coach. I’ve been coaching for 20 years, 20 plus years. And, um, I work primarily with leaders. I also am an author. I’ve written just my third book in about six months ago. It’s called leading at the Speed of People. And, uh, I am excited about that. I have a couple more books up my sleeve, so I’ll be working on those in the coming years. And I do speaking, I do individual coaching and I do group coaching. So it’s exactly what you said. All of the above.

Stone Payton: So I’m getting a little experience here because we’re doing this coaching series, and I guess some of it’s rubbing off on me. At least I know the big the big buckets, I guess.

Dr. Julie Donley: Yeah.

Stone Payton: So I, I really do want to dive into this, uh, third book. But before we go there, I would be interested to know and I know our listeners will as well. What compelled you to write books in the first place, and maybe speak a little bit to the the process of sitting down, committing your ideas to paper, putting it out there for the world to enjoy, maybe poke at what was that process like for you?

Dr. Julie Donley: Yeah. Oh, that’s such a great question, Stone. Um, so for me, my first book, I just felt like I had so much to say. I, I had a really rough time coming out of childhood. My parents divorced at a very pivotal moment in my life, and really, I hadn’t had parenting in several years, so I really had been on my own since I was like 12. Um, in the home with them until my dad left. And so I, you know, childhood was hard. And then coming, coming out of childhood, I should say as a young adult, I had no support whatsoever. And so when I finally kind of got settled and became a nurse and had some career and had some stuff behind my some life experience out there where I kind of had my crap together. Um, I, you know, I’d been writing for publications, so it wasn’t like I hadn’t written, and I just had a lot that I wanted to pull together about, you know, and for that book, that first book, which is called The Journey Called You. It’s really a book about self-awareness. How do you become okay being you in a world that is constantly telling you who to be and how to be and all of that. And so that’s what that book is, um, this latest book. And of course, I’ve been writing for years. I mean, I wrote I have had several columns for publication and a newsletter and, um, so I’m kind of think that way.

Dr. Julie Donley: That’s how my brain works. Uh, this latest book, similar to the first, it was like I have been coaching for over 20 years. I have been I spent almost a decade as a leader in healthcare, as a director of nursing. And so I wanted to pull together a philosophy, my philosophy of leadership, because we seem to have gotten off track with how we function in the workplace, with the levels of burnout and stress. And, you know, people are just so unhappy, and it doesn’t have to be that way. And so, um, so that’s what compelled me to write this book. And again, I have some other books. I have some things I want to say to help people to navigate this life knowing better, more confident about their choices and their path. And so. So that’s what it’s like for me. I can’t speak for anybody else. Um, when I dive into a project, a writing project, I do have a process that I follow. And so, yeah, and that excites me. It I think writing more than any other activity is where I find flow, and flow is, you know, where you just I sometimes feel like I’ve plugged into the universe and there’s just this stream of consciousness working through me, and I love it. I just love it.

Stone Payton: So do you find in your writing and maybe in your speaking, but we’ll confine it to writing for the moment that, while it’s certainly no doubt is serving other people, do you find that going through that exercise also kind of solidifies your thinking, helps you crystallize your thinking, helps you articulate some ideas and you come out of that process, maybe even a better practitioner and even more equipped to serve people, because you took the time to sort of really think it through and explain it in a way that the most people can understand it in the most beneficial way.

Dr. Julie Donley: Yes. Thank you. That is exactly correct. I mean, we write books for ourselves too, because we do change in the process. We change a lot. And, um, so absolutely, it, it, uh, it solidifies your thinking. It makes things come together. All of this stuff that all this information that I’ve collected after all these years, and it just kind of brings all of that together. And if you have a question, I do the research and I find out, um, so yeah. And I just love that process of learning and, and growing and teaching others what I’ve learned.

Stone Payton: Well, I know you’re a life learner because I was, uh, stalking you a little bit earlier in the week, because I knew I was going to get a chance to have this conversation. And you’ve got a doctorate in organizational leadership. You have an MBA. You’re professionally credentialed coach. Uh, I mean, you you are definitely a life learner, aren’t you?

Dr. Julie Donley: Yes, I am, and I the things is, you know, knowing ourselves. Well, I mean, that’s the path that I’m on, right? It was my first book. Um, but I think one of the things that I do is that because I love to learn, I love to know stuff. Um, I’d like to pull all that, those things together and simplify the complex, all that stuff which gives people the gift of clarification. You know, other people are interested in other things. They don’t go to the lengths that I go to to learn what I, you know, am interested in. And I don’t go to the lengths that they do. So I read other people’s stuff. Right. And I think, um, That’s what I feel like is part of my gift, is just clarifying these topics for people and making it more digestible and easy to understand.

Stone Payton: I learned so much in these conversations and I just wrote this down. The gift of clarification. Um, so you may hear that phrase on the air and I’ll try to give you credit, but, you know, over time I might just say, you know, like I always say. No, that’s fantastic. All right. Let’s talk about this book a little bit. What are some of the the key topics that stand out, uh, for you that, that you knew you wanted to include in this because you were seeing it reflected in the work?

Dr. Julie Donley: Yeah. So. Well, there’s a couple, right? Um, the first of which is that, um, people are stressed, and so it, I wanted to find a way to speak to, um, how leaders can make life less lust, or work less stressful for themselves and for those around them. And in the book I speak about that as reducing friction. All of the things that get in the way, or make it difficult for people to just do their greatest work, right. If that’s the mission, is to for leaders to help other people do their best work and unleash their potential, then we have to make it easier for them to do that through training and resources and whatever those things are. Um, but in order to get to that, we I had I started the book talking about the issues of the day. Right. This how we learn how to become leaders, leaders. Leadership is a skill set that we’re often not taught how to do. And if we are taught how to do it, we happen to have a mentor. We still have to do trial and error because what works for one person, we have to adapt it to. We have our own style, but a lot of people are promoted because, hey, that sounds like a good idea. And so we wind up with these huge gaps in our knowledge of how to lead well.

Dr. Julie Donley: And a lot of leadership is I mean, yes, there’s a specific skill set, but it’s also contextual, right? It depends on the context and the industry. And you know, how you adapt to the and the level of leadership you’re in. And so I speak to that as well. Leadership starts with leading yourself. And if you’re not able to lead yourself well then it makes it harder for other people to want to follow you. So so that’s how I start the book. Then I dive into that friction, because that is a big part of we want to eliminate the friction points that we may be contributing to. I do speak to toxic leadership or ineffective leadership and how, um, that creates friction. So part of our job is to make sure that we’re not we’re not contributing to people’s difficult stress and their friction that they’re experiencing at work. And then we move into work environment. In the last part of the book, I introduced the Care Leadership model, which is a model that I actually wrote about like 18 years ago and published. And when I wrote it at the time, I’m like, oh, this is a book. This is good, you know? But the care leadership model is Care is an acronym for communication, appreciation, respect and empathy.

Dr. Julie Donley: And so there’s chapters on each of those things. And um, in order to be a great leader, we have to care to connect. And these are the ways in which we do that we have we have to recognize that we’re not leading, uh, robots. Although today, with artificial intelligence, there’s a lot of that in the workplace. But that does not, um, eliminate our need to recognize that people are people and we’re messy, and we have emotions, and we need to we want to feel a certain way when we come to work. People want to feel seen and valued and they want to be heard. Uh, they want to matter. And so we need to find ways to be much more people centered at work. And that is the goal of the book. So it’s written in a coaching approach. You know, I’ve been coaching for for 20, over 20 years. And when I went back to the workforce full time to be a director of nursing, I brought those coaching skills with me into that leadership role. And, um, that really informed my leadership strategy, because I already understood the idea of using coaching. And, um, you know, as a leader.

Stone Payton: That mental imagery of reducing friction. I find that very helpful because I have to believe, while certainly having an opportunity to practice leadership skills in a safe environment, learn new strategies, and that kind of thing would be incredibly powerful. I have to believe if I did nothing else tomorrow, but just wake up and say, okay, I’m leading this organization. Whatever I do today, I am going to focus it on reducing friction for the people in my organization so they can do the best job possible. I got to believe that would really move the needle just in and of itself. Just the the intent.

Dr. Julie Donley: Yep. Yep. You’re absolutely right. If you did nothing else. Like if you’re having a really bad day and you just want to keep your head down, if you could find one thing to make life easier for the people who work for you, you would be. You make their day. And, uh. And we don’t realize how many things, like, we have these grand visions, we have these grand strategic plans, but it is the simplest of things that can matter the most and make the experience of coming to work every day much more enjoyable. And, um, and they can be more productive if you just take away this one piece, you know, the equipment doesn’t work or, and a lot of this stuff I discovered in my own leadership. So, for instance, I remember one of the nurses, we had several nursing stations on a particular campus. And so one day the nurse comes down and she’s looking for something. I forget what it was, but maybe it was a pulse ox or something. And she’s like, where’s the pulse ox? And they didn’t remember which nursing station had it last. And she’s like, ready to run to the I mean, like, it took her an hour to find. I don’t even remember if she actually found it. And I turned to the lead nurse and I said, you know, make every single nursing station redundant.

Dr. Julie Donley: You should have five. If you have five nursing stations, there should be at least five of those. You know, of any piece of equipment that you need. That’s within reason. If it was really expensive, we might have one local place, but. And she to me, like I had three heads because nobody had given her permission prior to that. And it made sense, but nobody had given her permission to spend the money and do that. I mean, this wasn’t an expensive item, so they did. And over time, they they learned that that was what I was there to do. And that is part of our job as leaders is to because they don’t know. They’re just trying to do the best they can to take care of or do take care of the customer, or in my case, take care of the patients. Right. Um, so I went looking for ways to make life easier. And that was one of the things just making sure each of the nursing stations were properly equipped. So you’re not running all over the place wasting time and energy on just looking for something that you need to be able to provide high quality care. I mean, it was just to me it was a no brainer, but there were so many things like that that it really did make a difference over time.

Stone Payton: This is a little bit of a tangent, maybe, but, uh, it’s it’s it’s on my mind because I was invited to do a prerecorded little segment on utilizing AI to automate workflows for Or podcasting. And you know, I’m not an AI expert by any means. But as I got to talking with Lee, my business partner, and looking at our processes, we’re starting to play around with AI some and it’s already making an impact. Is AI touching your world at all these days?

Dr. Julie Donley: So that’s very interesting. And um, well, yes. Yes. And and a little no. So, um, as a writer, I like coming up with my own ideas, and I like, um, so. And I love to write, but I have begun writing with AI, like, I use AI to help bounce ideas and, um, even edit my work, which is great because it’ll put things in the right places. Sometimes I, you know, but so it saves me a lot of time. However, the big thing about AI where I can help the most is in automating repetitive tasks. Like, I wish we had artificial intelligence when I was working as director of nursing, because we would put together these long job aids to provide instructions. Again, we had I had, what, nine, seven nursing stations across three campuses. I mean, I had to like and then work around the clock to. So how do you train everybody without going to every single person and training them? And so we created job Aids, which you could do. I mean, I could have done that in an hour on using AI. It took us hours to put these together. And so those are the there’s going to be wonderful things happening with AI. But what it will not replace is the human part of work, the emotional labor.

Dr. Julie Donley: So dealing they don’t talk back. There’s no conflict with the machine. So dealing with conflict, any kind of dealing with people, they don’t suffer traumatic reactions. Right. They don’t have emotional outbursts. Well people do. And so all of the even politics at work. Um, so all of those things, growth and development, they still require people to be part of it. So in coaching, we are there are some advancements in, um, artificial intelligence for both therapy that’s new. Um, you know, they’re trying to to see if they can use artificial intelligence as a therapist, like a therapist adjunct. And the same thing is happening with with coaching as well. Um, I’m not involved in that. I haven’t chosen to get myself involved in that. But, um, but I am using I am using some artificial intelligence for the writing and just again, for more editing purposes. Um, you do have to be careful in my line of work because it removes all human emotion. Like it’s not a human. So it just gives you facts and, um, takes away your personality and that kind of thing. So, uh, so that’s what’s happening for me. Yeah.

Stone Payton: You touched on it briefly early in our conversation, but I’d like to dive a little bit deeper if we could. Your journey, your backstory. How did you arrive and end up doing this kind of work?

Dr. Julie Donley: Yeah. So my, you know, so my first job in healthcare, I, I, um, I mentioned that I really didn’t know what I was going to do when I grew up and struggled a little bit coming out of my, um, my youth. And so, um, my first degree was in business. I had no idea what I was doing with my life. And then I decided I was going to become a nurse. And a friend said to me, hey, there’s this new adolescent unit that just opened on this site, in this psychiatric hospital right down the street. And so he said, you should apply. So I did, and that was my first job in healthcare. So I, um, I started in psych and I loved it. I worked with kids and adolescents. Um, and it was wonderful. However, it was a really toxic work environment. It was not good and the leader was like the worst kind of leader you could imagine. And she didn’t communicate well. She was she was not a nurse. She was an administrator of the unit, which probably was part of the problem. She didn’t really understand nursing. And even, you know, the the techs, the people that worked with the nurses and, um, that experience really fueled, um, my desire to learn leadership. So I became a nurse. I went on to leave that place and went to another place. And I was always just fascinated in how leaders impacted the work environment and how that work environment would create results for us, either satisfaction in the, you know, for the employees or, you know, disengagement. And like that first experience. It was we had a lot of turnover. People were very disgruntled. And you know, I, I thought, why are the leaders letting this happen? Like who’s coaching her, you know? But anyway, so that fueled my interest in learning about leadership.

Dr. Julie Donley: I got my master’s, and then I wound up getting laid off three times in a row. And that third time. And I was a single mom back then. And that third time came right after I got my master’s. And that’s during that time period I found coaching. It was in 2001. And so it was a very early, you know, people weren’t coaching was new. And that’s when I started coaching back then. And so that’s sort of how I got interested in in all this stuff. And yeah, both leaders leading and coaching. Coaching was a great match for me because I’d already been in psych. And um, so in psych, you’re dealing with people who have become who have tipped right that that, you know, there’s so many people, um, who are struggling with addiction and depression and anxiety and other mental disorders, right? But they tip and they wind up in a mental hospital. Most people don’t. But because I had that experience, I’ve always been fascinated with people and I’m very compassionate. So I really that was a really good fit for me. And so when I transitioned to coaching, it was great because you’re dealing with people who are functioning, they’re great. They’re out there doing wonderful things and they want to do more. They want to do better and be better. And so it was really a natural progression for me to move from the psychiatric arena into the coaching arena, as a lot of therapists, actually, a lot of therapists do as well, because it’s a it’s a it’s a good fit on that continuum of, you know, just working with people.

Stone Payton: So in the early days of that transition, was the was the business side of coaching a little bit challenging, like just the sales and marketing and getting the business and taking care of all the business stuff. But you’ve also got to get out there and practice your craft. Was that a little tough to navigate in the early going, or did it come pretty easy?

Dr. Julie Donley: Uh, yeah, it still is. You know, but I mean, you know, I did have an MBA. I had a actually a bachelor’s in business and a and a master’s in business. So I kind of understood how to run a business. And you learn. Right. And that certainly that helped me when I became a director of nursing because I was kind of on my own. It was my own department, and I didn’t I didn’t report to a nurse. I reported to an executive director who didn’t know anything about nursing. I mean, you know. Right. So you wind up, um, transferring those skills into your life experience, you know, into your life. So, yeah, I mean, and I think that’s some people who start their business sort of forget. And the way I talk about this is there are three areas of focus. If you want to go into business for yourself, the first of which is you need to be an expert or develop that expertise in whatever it is you’re in, in whatever it is you want to deliver. So if you’re an accountant, you need to be a good accountant, right? If you’re a coach like me, I needed to get trained and I have my certification.

Dr. Julie Donley: I have a lot of certifications. Um, so you need that. But then you also need those business skills. You need to understand marketing and accounting. And how are you going to make those sales and what’s your plan going to be? What’s your strategic plan. All of that good stuff. But the third circle in a Venn diagram, if you wanted to put it together like that, is the, um, your personal development, because you will grow tremendously along the way. You still have to manage yourself. You need to learn how to manage your emotions. How are you going to stay focused? Um, you know, shiny object syndrome. I don’t know if you’ve ever heard that. It’s where we get very distracted from our core business strategies. Businesses do this as well, and it’s not good at all. We don’t want to be distracted. So, um, so all of those things that to develop ourselves, we need to work on as well when we go into business for ourselves.

Stone Payton: So yes, on the definite yes on the shiny object thing. Uh, that is definitely one of my downfalls.

Dr. Julie Donley: Yeah, it’s very easy. And that’s why you asked me about, like, artificial intelligence. Yes. I am learning about artificial AI. I am scanning the environment to know what’s out there, what’s available, and I’m using it in to the extent that I feel appropriate, it’s appropriate for what I want to do. But because my focus is people about dealing with people, um, and, um, there’s not quite the fit for me to invest my time and energy into learning more about, at least not right now. And one of the topics of conversations that I’ve been having recently with leaders and other, um, professionals is this very topic, the the topic of AI. The introduction of AI into the workplace and the stress that people are experiencing with that in relation to that. So, um, yeah, I mean, knowing your limits, knowing what you can, what the organization you’re working for, what they, um, what are their boundaries around the use of AI in the workplace and how are they, um, are they teaching people how to use it, how they want it to be used? But, um, some people are jumping in there and getting excited and trying it out, and other people are scared and people don’t like change. So you have all of these factors. And again, these are people trying to use AI. So this is not an AI thing. You can’t you can’t. This isn’t robots. These are people. And you have all this messiness around around change and around new new processes and how well we’re communicating. And most companies don’t communicate that well. So I’m sure that that is contributing to the messiness of the introduction of AI into the workplace as well.

Stone Payton: Well, I can see one of the reasons you must be so effective in your work. I think your nursing background just had to contribute tremendously. Now, my, um, frame of reference for nursing or healthcare for that matter, is pretty much confined to what I see on on television. But I will say, even with that lens, it looks to me like the perfect breeding ground for stress and, and burnout and, and that kind of thing. I had not thought about a connection between AI and that being a stressor, but having that all that experience must really serve you well.

Dr. Julie Donley: I think so. I it’s one of the best decisions I ever made. One of them was to become a nurse. And, uh, and I loved working in psych. I mean, I’m retired now. I don’t I don’t work in the fields anymore. And I doubt I’ll go back. Um, but, um, it was a great career. And, uh, and today I’m really focused on bringing what I learned in those, um, during those psych years to the forefront. Because, like I said, I think it’s like 1 in 6 Americans struggle with some sort of mental health diagnosis. And there are many, many people struggling with, um, anxiety, depression, addiction, we know is a huge problem. And so, um, yeah, how do we function in our day to day? How do we work in the workplace alongside people who are struggling to they’re struggling as well. And again, AI is not going to fix that for us. We have to do that. That’s part of being human and learning to be good with other humans and navigate that emotional landscape.

Stone Payton: So I’m going to switch gears on you for a moment, if I might, because I’m genuinely interested and I think our listeners probably would be as as well. What do you do when you’re not coaching? Speaking, writing? What passions, interests, hobbies do you pursue outside the scope of this work?

Dr. Julie Donley: Well, I bet you can guess. I love to read.

Stone Payton: Yeah.

Dr. Julie Donley: But, uh. But yeah. So some of my favorite things, uh, besides just hanging out with my husband and family and the dog. Uh, we like to ride motorcycles. I learned to ride a motorcycle about six years ago, so I am loving that at this time of my life. Um, obviously have some kids, and and I just had, um, my one son had a baby, so I’m a new grandmom, and I love that. And, uh. Yeah. And I’m a big Grateful Dead fan. So 40 years. I mean, I’ve been listening to them since I was a teenager, so just got back from Vegas and and seeing the the dead and company in, um, in the sphere, which was so fun. I, uh, yeah, I got my husband into them too. So we have we have a great time doing that. And, you know, we just like to hang out. We like barbecues, we like hanging with our friends, and we love travel. So the more we can do that, we’re we, uh, we’ve really been enjoying that in this time in our lives.

Stone Payton: I love asking that question. You can learn so much about a person when you ask them that question, and it sounds delightful. Uh, before we wrap, I would love to leave our listeners with a little piece of counsel or advice. I call it a pro tip, kind of related to some of these topics that we’ve been talking, uh, about. You know, something for them to be thinking about, maybe it’s it’s reading and looking. The number one pro tip I have for you, uh, if any of this conversation is striking a chord for for you, uh, my pro tip is, uh, pick up the phone or get on the computer. Reach out and have a conversation with with Doctor Julie. But let’s leave them with a little something to chew on.

Dr. Julie Donley: Yeah, well, I think what I, what I would suggest is to look for the friction in your life because that really does lift your spirits. And so if there’s something at work that’s challenging, if there’s something that even someone is doing, you know, there are lots of things that you probably don’t even you’ve just learned to accept as is. But, you know, we don’t need to settle. We can we can. We have a lot more power to create our life experience the way we want it to be. So that would be the tip of the day, I think, given our conversation. And of course, if you’re looking for some assistance with that, you know, pick up a copy of one of my books, the latest of leading at the Speed of People, which, as I mentioned, is a people focused, a people centered approach to leadership. The coaching approach.

Stone Payton: All right. So what is the best way for our listeners to tap into your word. Get their hands on this book. Maybe have that conversation with you website whatever coordinates are appropriate.

Dr. Julie Donley: Yeah. Yeah. Well I kept it simple. It’s just my name. So it’s doctor Julie Donnelly. Comm. Um, email. It’s info at doctor Julie donnelly.com. Just spell the name. Right? Right. It’s, uh, it’s real simple. It’s d o n l e y is my last name. And I’m sure you’ll have that listed, uh, in the, um, in the information for this show, and, um, you know, so visit me online and send me an email and my, my phone number’s on the website, so feel free to reach out if I can be of service or assist you in some way. I’m, um, you can you can reach out for if you’re looking for a speaker as well. So I’m happy to be of service in some way. If you think of something here resonated with you.

Stone Payton: Doctor Julie, it has been an absolute delight having you on the program this afternoon. I’ve learned a ton. I know our listeners have as well. You’re clearly passionate and committed to to serving people, and we sure appreciate you.

Dr. Julie Donley: Oh, thank you so much for having me. It’s really been a pleasure chatting with you today. And, uh, yeah, I’m really excited to make some changes and and help people along the way. So thank you so much for having me and really grateful.

Stone Payton: My pleasure. All right. Until next time. This is Stone Payton for our guest today, Doctor Julie Donnelly and everyone here at the Business RadioX family saying we’ll see you in the fast lane.

 

BRX Pro Tip: Both And vs. Either Or

April 25, 2025 by angishields

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BRX Pro Tip: Both And vs. Either Or

Stone Payton: Welcome back to Business RadioX Pro Tips, Lee Kantor and Stone Payton here with you. Lee, what is your operating discipline as you approach a decision, you know, either this or that?

Lee Kantor: In my family, we are and family, not or family. So, we try to create those kind of both and solutions over an either-or solution. So, we try to figure out a way where we can figure out how to get the best of both worlds. So, either-or kind of forces you into a false choice, pick this or that, win or lose.

Lee Kantor: But in business and leadership and real life, a lot of the best ideas are often in the gray area and not in the extreme. So, both and thinking kind of opens you up to more creative solutions, more balance, and more innovation.

Lee Kantor: If you ask yourself, well, what if we could do both, you know, serve the client and protect the team or grow fast and stay true to our values? If you can do both, rather than choose between one or the other, I think that you’re going to open yourself up to more possibilities. So, it’s a mindset that moves you from limitation to possibility, and it turns compromise into collaboration. And because it is such a complex, rapidly moving world, flexible thinkers are going to win.

Georgia Technology Summit 2025: Dr. Rajeeb Hazra with Quantinuum

April 24, 2025 by angishields

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Georgia Technology Summit brings together 1000+ Georgia-focused technologists to network, learn, and engage with the latest trends in Georgia innovation. This year’s summit was held at the Woodruff Arts Center, a stunning and iconic cultural landmark located in the heart of Midtown Atlanta.

Rajeeb-HazraDr. Rajeeb Hazra has more than three decades of experience in supercomputing, quantum, and technical roles across the globe.

Prior to joining Quantinuum, he served as the General Manager, Compute and Networking Business Unit at Micron Technologies, and spent 25 years at Intel Corporation, leading the Enterprise and Government Group, Technical Computing Group, Supercomputer Architecture and Planning, and Systems Technology Research.

Before joining Intel, Raj was with the Lockheed Corporation based at NASA’s Langley Research Center. He prides himself on building high-performing teams with a growth mindset and a culture of truth and transparency.

Raj has a Ph.D. and Master’s degree in Computer Science from the College of William and Mary in Virginia, U.S., as well as a Bachelor’s degree in Computer Science from Jadavpur University in Kolkata, India, and holds 16 patents.

Connect with Raj on LinkedIn.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the Georgia Technology Summit 2025 at the Woodruff Arts Center. This is Business RadioX. And now here’s your host.

Lee Kantor: Lee Kantor here broadcasting live at the Georgia Technology Summit 2025. So excited to be talking to my next guest, Dr. Raj Hazra with Quantinuum. Welcome.

Dr. Rajeeb Hazra: Thanks. Thanks for having me.

Lee Kantor: Well, I heard rumor has it you just got off the stage to give the keynote here.

Dr. Rajeeb Hazra: That’s right. I was on stage and I had the pleasure of talking about my most favorite topic. How is quantum computing going to revolutionize the planet and our lives?

Lee Kantor: Well, you know, we had Larry Williams on earlier, and he keeps mentioning quantum, quantum quantum, but he never explained it. Do you mind giving our listeners kind of a one on one 101 version of quantum.

Dr. Rajeeb Hazra: Sure. Quantum computing is computing the way nature does. As you know, nature is computing all the time. Right. Keeps counts, does additions subtractions in its own way to make things happen for us? It uses physical things. Of course, nature does not need semiconductors. It has its own things and physical things like atoms and lights and photons to do its own computing. Quantum computing is trying to compute the way nature computes using physical objects like, again, atoms or photons of light, to implement computing in the style that nature uses computing for. The advantage of that is, you know, nature computes with very low energy. It computes very powerfully using paradigms that we don’t fully understand. And it represents things in a way that is fundamentally different than the human way of approximating them so it can get us to better results, more accurate results, but far more efficient use of resources.

Lee Kantor: So how did this come about? Like who connected the dots to say there’s a better way of doing things?

Dr. Rajeeb Hazra: You know, quantum physics has been around for a while. And, you know, the stalwarts of the quantum mechanics era, like Richard Feynman, once hypothesized that if you can, if nature computes, we should be able to do that as well. And that’s kicked off for many, many years now, this effort to go look at not quantum mechanics or making quantum computers, that is, building computers using the principles of quantum mechanics. That’s been a pursuit, a scientific pursuit. Now it’s become an industrial pursuit that companies such as ours and others actually building, harnessing control over quantum mechanics to build these computers. And these computers have gotten very, very capable and powerful already.

Lee Kantor: So what is kind of, um. What stage are we at now? What can it do that’s different than what a traditional computer can do?

Dr. Rajeeb Hazra: So one of the first things is, you know, quantum computing was created for cryptography because it was such a powerful way to compute that it could encrypt things with much better keys. And, you know, if you didn’t have quantum computers, you could break those keys, um, or break the encryption. But, you know, it’s gone well beyond just cryptography. And the people, dark people do. And, you know, in, in the basements of buildings and stuff like that, it’s gone to where it’s now generating data on how chemical reactions happen, for instance, and simulating those kinds of phenomena that are actually fundamental for us to understand if we are going to use artificial intelligence and AI tools to understand and create and predict behavior. So just think of new ways to deliver drugs into your body, right? Creating new materials to absorb carbon dioxide from the atmosphere. How to generate water from water hydrogen so you can actually build hydrogen fuel cars. Understanding those things at a chemically accurate level, at a biologically accurate level, is what quantum computers can do that classical computers struggle to do, not just because they don’t have enough computing power, because the representation inside a classical computer is an approximation of that quantum phenomena.

Lee Kantor: So are we at a stage that it isn’t just kind of ideas in a person’s head, but it’s actually happening where there are drugs that are now being developed because of their leveraging this?

Dr. Rajeeb Hazra: Absolutely. But we have from 20, you know, last year was kind of a turning point in the in the evolution of quantum computing because we built quantum computers that could not be simulated on classical computers. Up until then, every quantum computer someone had, you could simulate. So you could really not do anything unique for the first time in 2024, we have quantum computers that are generating unique data for the first time that you can generate with classical computers.

Lee Kantor: So if you had the so a classical computer, a traditional computer can’t do the things that are happening in a quantum computer. That’s what you’re saying, that there are now two different things. It’s not one thing that can simulate the other.

Dr. Rajeeb Hazra: So so yeah, that’s exactly it. The classical computers are not because of the computational power, but even the the mathematical framework that runs on it.

Lee Kantor: Is different.

Dr. Rajeeb Hazra: Is different. It’s good for the world we see. Right. We can model streets and bridges and joints and junctions. Right. We can’t model how to hide very complex molecules interact in a reaction.

Lee Kantor: Right. So now with these computers you can do that.

Dr. Rajeeb Hazra: We can do that. And we can add that information as training information for AI agents that are now much smarter. As a result, understanding how chemical reactions actually work and therefore being able to predict new materials or classify. Materials more accurately than you could ever do before.

Lee Kantor: Now is it something that can the person do both? Can you be an expert in the legacy computers and the quantum, or it’s going to require a new kind of mindset in order to leverage quantum.

Dr. Rajeeb Hazra: Quantum computing has its own things that you need to learn.

Lee Kantor: So there’s there its own language, there’s own way of doing.

Dr. Rajeeb Hazra: And own way of even thinking about the problem. What is a quantum algorithm is very different than a classical algorithm, but you raise a very good point. One does not. Quantum computing does not obsolete classical computing, because all of these use cases happen when classical and quantum computers are used together. Just just take the example of a classical AI engine, right. That’s trained with quantum data. So again the quantum computer is the input to the classical computer.

Lee Kantor: But then, is there going to be a time when quantum is going to replace the legacy where the quantum is going to be? The quantum AI is going to be the one dealing with what quantum is originating.

Dr. Rajeeb Hazra: There will be some problems where it will be more advantageous to run it on a quantum computer versus a classical computer. But for the broad, vast scale of things, particularly where AI is the computational agent, we foresee a very, very long time of coexistence of both kinds of computing. It’s the one plus one greater than two. That’s really the magic here.

Lee Kantor: And a very long time in today’s world. Is that a year like what is very long? What’s the what’s a very long time look like in your world?

Dr. Rajeeb Hazra: A very long time is decades, if not centuries.

Lee Kantor: So it’s a long, long time.

Dr. Rajeeb Hazra: It’s a. Yeah, it’s a long, long.

Lee Kantor: Things are moving pretty quick.

Dr. Rajeeb Hazra: Yeah, that is true in technology. Things move very fast. But we’re talking decades, if ever.

Lee Kantor: And then when do you see a time when quantum is going to be just. We won’t be talking about it as this mystical thing that it’s going to be just part of the workflow.

Dr. Rajeeb Hazra: That era is we are at the beginning of that era. As I said, last year was kind of a watershed for both hardware and software to to be at a place where you could start looking at real problems to solve, like designing new drugs, like designing new chemicals. And so I think this will be very much in the next by the end of this decade. Certainly we would have we the general public will be able to say, and that thing was created with the help of a quantum computer and without it couldn’t have been done. So within this decade, we will have its ChatGPT moment.

Lee Kantor: Okay. So we’re not at a ChatGPT moment where the.

Dr. Rajeeb Hazra: We are very close to and have glimpses of. And that’s why companies like us are working 24 over seven, 365 to pull that future in.

Lee Kantor: So you’re just trying to accelerate to get here as fast as possible.

Dr. Rajeeb Hazra: As fast as humanly possible. A quantum leap forward, no pun intended.

Lee Kantor: So now, in your business, um, who is that ideal client? Who is the the, uh, person or the company that needs to be partnering?

Dr. Rajeeb Hazra: So that’s the beauty of quantum computing. It’s not a niche. So my ideal clients are are big companies that are driving at the forefront of transportation, finance, energy, bio and life sciences. These are all companies that are in the discovery of new things. That is what drives their business forward. And that discovery needs a constant fuel of AI plus quantum in order for them to accelerate their business, differentiate their business, and win.

Lee Kantor: And then are you finding that they’re all open to conversations, or are some of them more, you know, are you getting that the typical early adopter laggard kind of model even?

Dr. Rajeeb Hazra: We are certainly seeing a growing interest in quantum across the board. There are certainly folks who are moving faster than others. There are the early adopters. There are the the trailblazers, if you will. But in general, if you saw the industry five years ago, there were literally the Lewis and Clark’s who on any given day you could say, are they wise or foolish? Uh, but today it’s an industry that is accelerating to either lead or catch up.

Lee Kantor: And it’s one of those kind of, uh, points of inflection where you better pick a side if you’re not leading your of a.

Dr. Rajeeb Hazra: It is definitely at a point where if you’re not considering how quantum effects your business, you’re probably late.

Lee Kantor: So you got to pull the trigger. Like this is where you.

Dr. Rajeeb Hazra: Have to pull the trigger. You have to start understanding quantum computing. You have to start building your workforce within the company to understand how to use quantum computing, and then engage with the quantum industry to start doing use cases and experiments to then build your conviction. It is no longer about the next to next business cycle. It is.

Lee Kantor: You can’t wait to see what your competitor’s doing or it’s going to be. That’s right.

Dr. Rajeeb Hazra: That’s right.

Lee Kantor: So there is a cost of inaction.

Dr. Rajeeb Hazra: There’s a cost of inaction. There’s I would say the adoption of quantum and AI is going to be a tectonic decider, shift decider between people who were winners of the last era versus the new winners and those that have aggressively taken on the AI plus quantum mantra, if you will, or challenge have the best shot at being the winners again.

Lee Kantor: And second place it’s going to be it’s almost going to be last place if you’re not going to win this.

Dr. Rajeeb Hazra: Well, yeah, that’s that’s what the last 50 years of technology has taught us. Right. It’s very hard to be it’s very expensive to be a fast follower in this business.

Lee Kantor: Yeah. So, uh, if somebody wants to learn more, where should they go?

Dr. Rajeeb Hazra: Well they’re certainly welcome to come to Quantinuum.

Lee Kantor: Mhm.

Dr. Rajeeb Hazra: And uh, because one of our corporate strategic objectives is not just to build the best hardware and software in the world, but to also ensure that we can help the world educate themselves on quantum. So we run hackathons, we run quantum readiness programs. And our website has a wealth of information on use cases and technologies in the quantum space. Great place to get started. Then, of course, there’s a lot more to do, hopefully hands on.

Lee Kantor: Now, where are you based? Here in Georgia. Where are you based?

Dr. Rajeeb Hazra: We are based. We are a worldwide company. So our headquarters in Colorado, we are. And but we have eight locations all over the world. In three in the US, uh, three in the UK, Germany, Japan. And we are expanding very rapidly. So maybe Georgia is well on the cards.

Lee Kantor: So why was it important for you to come to the Georgia Technology Summit?

Dr. Rajeeb Hazra: It was important to come here because I love the idea of being able to continue to talk about the possibility that quantum computing will have in every industry. And I love talking to those in forums that are looking at where to go next. Not trying to just preserve a legacy, but create the next one. And forums like this is a perfect place where you bring in the companies in a in a collaborative atmosphere. The leaders of these companies thinking about not just what they do well, but what they need to do well next. And being able to have that dialog.

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

Dr. Rajeeb Hazra: Thank you. Thank you for having me here.

Lee Kantor: All right. This is Lee Kantor. We’ll see you all next time on Georgia Technology Summit 2025.

 

Tagged With: Georgia Technology Summit 2025, Quantinuum

Georgia Technology Summit 2025: Vikram Ramani with Synovus

April 24, 2025 by angishields

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Atlanta Business Radio
Georgia Technology Summit 2025: Vikram Ramani with Synovus
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Georgia Technology Summit brings together 1000+ Georgia-focused technologists to network, learn, and engage with the latest trends in Georgia innovation. This year’s summit was held at the Woodruff Arts Center, a stunning and iconic cultural landmark located in the heart of Midtown Atlanta.

Vikram-RamaniVikram Ramani, CIO of Synovus, is a results-oriented leader with an excellent record managing technology organizations. He has  the ability to present a vision and to grow an organization in a highly competitive industry as an innovative problem solver, motivator and catalyst for change.

Vikram adds value through challenging established practices and delivering solutions to complex business problems. He achieves results through skilled diplomacy, teamwork, and collaboration.

Vickram is a proven operator known for building scalable processes and teams , as well as successfully delivering multi-million dollar technology programs.

Connect with Vikram on LinkedIn.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the Georgia Technology Summit 2025 at the Woodruff Arts Center. This is Business RadioX. And now here’s your host.

Lee Kantor: Lee Kantor here broadcasting live at Georgia Technology Summit 2025. So excited to be talking to my next guest. Uh, today we have Vikram Ramani with Synovus. Welcome.

Vikram Ramani: Thank you, thank you. Glad to be here.

Lee Kantor: Well, um, for our listeners, the two people out there who aren’t familiar with Synovus, do you mind sharing a little bit about mission purpose?

Vikram Ramani: Absolutely. So Synovus is a financial corporation. We’re a bank, $16 billion in assets. We’re the largest bank incorporated in Georgia right now. So we do, uh, commercial banking, small business, banking and consumer banking. And along with that we have wealth brokerage trust businesses as well. Uh, traditional bank trying to be, uh, grow, uh, in our area. And we are in the southeast and the five states in the southeast. And, uh, we have a lot of momentum behind us to get to be a bigger bank.

Lee Kantor: So how what’s the the banking kind of, uh, business climate today? There’s so many young people, especially, that are attracted to online only, and they’ve never walked into a bank. They probably never will walk into an actual physical location is part of Cenovus’s roadmap to have more or less, um, you know, actual brick and mortar stores. What how do how do you see that?

Vikram Ramani: It’s it’s it’s going to be a combination. When Covid hit us, we all thought that all the brick and mortars are going to go away. But five years after that, now you see that there’s more growing. And, you know, brick and mortars are becoming more experience centers like the bigger banks are doing, like Chase and so forth. So we will as a bank, as a regional bank, always have a good combination of both. We’re going to have that as well. And especially being a commercial bank, we deal with larger paychecks, larger sizes and so forth. And those, um, customers like to come into the branch to, uh, deal with us. So we’re going to have that. But on the on the other side, where the younger generation, the Gen Zs, who like to do everything out of the mobile, we also have a plan for that in terms of growing our digital footprint and so forth.

Lee Kantor: So how do you kind of view, uh, brick and mortar? Is it like kind of a community center? You want it to be a place where people feel comfortable going and building actual relationships, human to human, with some of the bankers? Like, what’s your view of that? Um, you know how that fits into your marketing?

Vikram Ramani: That is correct. Our operating model has been within the branches. We have relationship managers that really take care of the clients because, uh, cross-selling is very important. You start something, a small business account, you look at the customer, look at their wealth portfolio, try to see if they can kind of embed that into our product suite and so forth. So exactly that we want to kind of build a true relationship with our customers.

Lee Kantor: And then why is it important for Synovus to be part of the Tag community?

Vikram Ramani: So as you know, technology is right in the center of, uh, transformation for any industry, whether it’s manufacturing, financial services, fintech, and so forth. I’ve been in financial services fintech for all through my life over 25 plus years, and I feel that being a part of this organization, I’m also a board member and part of the executive committee. Uh, being part of this organization really puts us not just our bank, but the entire state in a place where we can grow our technology footprint and ecosystem. And that’s important to the bank, because that’s going to be the center of a lot of the transformation work that we’re going to put forward towards.

Lee Kantor: So how do you, as a leader of an organization like Synovus, how do you kind of get the employees to buy into that and want to participate, volunteer, take an active role in an organization, any business organization, but specifically since we’re here, like into Tag?

Vikram Ramani: Yeah. So I have been associated tag, even in my previous, uh, gigs and so forth. And, uh, it’s the art of influencing, right? You’ve got to it’s part of their career path. Networking is a very important thing. Uh, you’ve probably talked to a few of my peers from other, uh, corporations as well. Uh, previously. And just the power of us interacting, collaborating with the other CIO’s, other organizations is very helpful, especially in our industry, in the technology industry, where new things are getting rolled out. Like I, we talked to each other, each other CEOs see what’s working, what’s not working, and so forth. And, uh, that’s a big help. And my organization, the technology organization within Synovus. They are loving it. I bring them over. I think there’s about 5 or 10 people here today as well. And they’re loving the networking opportunity and the and the opportunity to collaborate with other people as well.

Lee Kantor: Are you finding that young people are embracing kind of this human to human, face to face interactions that a tag brings about, or is it are they more comfortable in kind of a digital online virtual interaction rather than, you know, coming here? And I mean, I’ve seen so many people hugging, shaking hands like they haven’t seen each other in a long time. Um, how do you kind of communicate the value of that to a young person who, you know, is a digital native that, you know, they’re best friends they may never have met in person?

Vikram Ramani: Yeah. I think when Covid hit us, I think it kind of just took us in a different way. But I think over the past two years, especially within our bank, where we’re encouraging people to come into the office, I’ve seen a lot more youngsters coming in into the office and wanting to meet people. Learn from the seniors, if you will, on what’s going on and so forth. Water cooler chats. Um, I feel we’re going in that direction right now. It’s kind of flipped. I think 21, 22 people were still kind of happy to stay home because of, um.

Lee Kantor: It’s convenient and Covid like.

Vikram Ramani: And exactly.

Lee Kantor: They were fitting kind of their work around their life. And now they got to fit their life around their work.

Vikram Ramani: Yeah. And I think that human touch is very important. And the, the younger generation probably doesn’t know that we’re really pushing for them to come into the office, work with others. And so far I’ve seen that, um, they want to come in more than, you know, the established, uh, employees and the organizations.

Lee Kantor: I think that there is a misconception about going back to the office and that something that young people, especially if they graduated and then started virtual and then they never got to experience, is that serendipity that happens in an office situation where you can just bump into somebody and get an answer to a question in two seconds. Those little kind of collisions that occur just naturally in the course of your day. I think the young people miss out on that. And there’s a lot of mentoring and opportunities that they’re not going to have because they don’t. They’re not in the room. When something great happens, someone says, see how that person handled that? That’s they can learn and just kind of accidentally that I think they missed out on. They don’t even know they missed out on.

Vikram Ramani: Exactly, exactly. And that’s what we’re promoting and encouraging our employees here. And I think if you look at most of the corporations in Atlanta, they’re going the same trajectory as well, um, to help that happen.

Lee Kantor: So now, uh, tell us about your upcoming speech. What are you talking about today?

Vikram Ramani: Oh, we’re we’re talking about AI. Uh, wow. Surprise is the first person.

Lee Kantor: Exactly AI today.

Vikram Ramani: That’s weird. Uh, I think I’m talking about AI across industries. I’ve got a great group of panelists there. Uh, some of my ex-colleagues as well. We’re just going to talk about AI in terms of how it’s going to be a competitive advantage. The goods and the bads are the scope of improvement that we need within those things as well. Because it’s a new technology. It’s super disruptive. How do you handle that across regulated industries like ours? Because we’re probably the most healthcare and financial services are the most regulated industry. So it’s going to be very interesting. Uh, discussion uh, this afternoon.

Lee Kantor: So any sneak peeks? Is there any spoilers you can give out?

Vikram Ramani: Uh. Nothing much. We’re we’re just, uh, going with the tide. Uh, so it’s, uh.

Lee Kantor: So where’s, uh, from a banking standpoint, where’s kind of the low hanging fruit for AI?

Vikram Ramani: Um, so in banking, because we deal with a lot of loans, deposits and so forth, you know, bringing biases, uh, is a big thing that we need to be very sensitive about. Um, so what we’re doing within financial services and banks is that the low hanging fruit is the operational efficiencies that happen. Happened, right? Um, you read 1000 pages of contracts every day. The legal department reads. I would be a great bet. Does not. Pii information does not. Anything else? We could easily build something that makes their life easier. Things like that. Call centers where people call in to do stuff. If you want to go and do an audit of those things, let’s start using an AI agent. Things like that is what we’re looking at right now. We don’t want to go into the areas where, uh, it could cause bias into lending, loans and so forth. We’re very careful not to touch that part. The, uh, the. And then so we’re focusing on the back end operational efficiencies part right now.

Lee Kantor: So what’s on the roadmap for Synovus over the next few years? What’s your vision of, uh, how big it can be and how how much better it can be?

Vikram Ramani: I think, uh, our journey started about two years back. We built the foundation. We don’t want to miss the bus on this very disruptive technology in AI. So we’ve built the foundation, a customized type of LM that we’ve built for us. And as and when all the boxes check on the areas that we can work on, it’ll start coming into it. I think this this technology is going to be super disruptive. But we’ve got to be careful. We’ve got to be methodical before we start implementing it. And that’s kind of what is going to drive some of my strategy as well going forward for the bank.

Lee Kantor: Now when it comes to growth, um, it’s Georgia based. And then you’re going to expand out from there.

Vikram Ramani: That’s the so so we’re in five states. We’re in Georgia, Tennessee, Alabama, Florida and South Carolina. And um, a growth could happen many different ways. It could be organic growth going into a different state and so forth. It could be M&A and so forth. It’s a bigger discussion. I think this year, probably those type of discussions will uh, there’s a lot of, uh, you know, um, tailwinds. I would say with that, over the past two years, there’s a lot of headwinds in those type of discussions, because what happened to the banking industry with Silicon Valley falling and all that stuff. So this this year there’s going to be a lot of discussions on that. So but we’re focused on organic growth. That has to go on. We’re in the southeast. So um we’re going to continue to focus on that.

Lee Kantor: So how do you kind of compete against kind of these stadium banks that are, you know, plastering their name on, uh, big stadiums? The, the, the ones that are the mega brands. Like what? Where is your niche?

Vikram Ramani: We don’t we don’t really, uh, compete with the big banks like the JP Morgan Chase or the tourists of the world Bank of America and so forth. Regional banking has got its its, uh, place in the US economy. It’s more customer centric. Um, and that’s where we kind of focus on, uh, most regional banks are that way. Community banks are the same way and so forth. The mega banks are in every place, right? And it’s just volume that they have. So, um, that’s where we come in because we’re customer centricity is our model, and that’s where we, um, you know, grow.

Lee Kantor: So customer centric, community centric, really be visible within the community, serve the community, and then just kind of immerse yourself within that and then build the brand from there outward.

Vikram Ramani: That is correct. Yep.

Lee Kantor: So if somebody wants to learn more, uh, about Synovus, what’s the best way to connect?

Vikram Ramani: You can start with me.

Lee Kantor: Uh, start with you.

Vikram Ramani: Yeah, you can start with me, and I can get you there. Obviously, our website’s got a lot of details in it. Um, then we can go from there.

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

Vikram Ramani: Thank you very much.

Lee Kantor: All right. This is Lee Kantor. We’ll be back in a few. At Georgia Technology Summit 2025.

 

Tagged With: Georgia Technology Summit 2025, Synovus

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