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Jeff Salter with Caring Senior Service

April 10, 2025 by angishields

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Denver Business Radio
Jeff Salter with Caring Senior Service
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Jeff-SalterCaring Senior Service founder & CEO Jeff Salter began his career in senior care in 1991 working for a home health care agency in Odessa, Texas.

Four months later, he started his own senior care service to provide seniors with the non-medical care they need to stay at home.

In 2003, Caring Senior Service began offering franchises and today has locations in more than 50 markets nationwide.

For more information on Caring Senior Service, please visit https://www.caringseniorservice.com/.

Connect with Jeff 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: Hi everybody, and welcome back to Franchise Marketing Radio, where we explore the dynamic world of franchise marketing, technology and business ownership. I’m your host, Rob Gandley, and today we have the pleasure of welcoming back to the show Jeff Salter. He’s the visionary founder and CEO of Caring Senior Service. With over three decades dedicated to enhancing senior care, Jeff has been at the forefront of integrating innovative technologies to ensure seniors can age safely and comfortably in their own homes. Since his last since our last conversation in early 2023, Caring Senior Service has made some remarkable strides, particularly in leveraging AI to revolutionize caregiving. So it’s a pleasure to have you back to the show. It’s definitely something near and dear to my heart to talk about AI and innovation, but also senior care. And how do we add those two together? That’s an interesting conversation. So welcome back to the show, Jeff. It’s good to have you.

Jeff Salter: Yeah, thanks for having me. I’m excited to talk about this. I know that, you know, it’s not something people often put together as technology and seniors. Historically, it’s been something that has been fought against quite a bit. But as combination of things are happening, information technology is making things easier for people. And just the fact that seniors, the today’s seniors are a little bit more ready for technology to be part of that ongoing care continuum.

Rob Gandley: Yeah. Yeah, exactly. You got to be have that little, little, little piece of willingness. But I think then you see this helps things. We don’t want to take away the relationship. Right. This is just enhancing it. So it’s actually pretty interesting. So before we dive into that sort of conversation, which I can’t wait to tell the audience a little bit again about the brand, about you, about where you’re headed. Uh, just so they understand where you’re coming from.

Jeff Salter: Yeah, yeah. So our company is caring Senior Service, and what we do is we provide caregivers to a senior that wants to remain independent and avoid relocation to a nursing home or assisted living. They’ve made that choice. I’d like to stay home. They’re typically dealing with some sort of an ailment. Or maybe they’ve had a recent injury of some sort, and they need to bring someone in to help serve that ensure they’re safe at home. So we provide a caregiver anywhere from 4 hours to 24 hours a day to help ensure that they’re cared for properly. They’re getting good nutrition, their physical needs are met, they’re getting good hygiene, you know, help with baths, restroom assistance where necessary, errand running, everything that you and I would think of and take for granted that we do each and every day or each and every week, we have to go in and help a senior that may not be able to do those things. So our we have today, we have 59 locations across 20 states continue to keep growing as an organization. And one of the biggest challenges in the senior care business right now is how do you find enough caregivers to care for the the needy population? A lot of people need care, but there’s not as many caregivers as there once was or people are choosing other careers.

Jeff Salter: So we’re kind of in a constant battle of finding people. So for me, it’s always been a technology solution. I knew technology would augment the work that we do and figuring out how to make that happen. So as we continue to grow and expand, bringing on more owners, providing them the support that they need, we’re really trying to pay close attention to what technology is out there, and how does that get implemented into the day to day operations. And that’s where technology sometimes really doesn’t meet the business needs. It doesn’t integrate within the ongoing business flow and the business processes we have in place. And it’s solving problems that weren’t necessarily problems sometimes for business owners. And and that’s a challenge that we really need to get right, because we have to serve so many more people and do that with as little of staff as possible.

Rob Gandley: Right. It’s a key point that you just made. And the idea, the comment you made about whether or not you actually need it. Right. Like, is it creating the the result that is actually needed? You know, and in the end, you have to keep that in mind. Why are we doing this? What is the why behind it? Um, and so let’s talk a little bit about that because I know that you’ve, you’ve definitely released some innovative tools and AI driven, um, resources for your franchisees to better serve your, your, your, clients and customers and and things. So let’s just start with, um, and again I want to make sure I get all the names and the technologies right. But I want to start a little bit with your AI driven caregiving assistant. Right. I think there’s a name. Is it Carrie? Is that the name of the assistant? Okay.

Jeff Salter: We’ve got. Yep. Carrie. Yep.

Rob Gandley: Yeah. I was going to say real fast. So just help us understand that, because again, it goes back to what we were just talking about. Like, are we implementing something that’s helping everybody be more efficient and keep the relationship intact where we want it to be better? Not not like we’re not talking to people or we’re confusing people or any of that. Talk, talk, talk to us about Carrie. And and that’s an amazing achievement. So tell me more about that and how it works.

Jeff Salter: Yeah. As we dive into this, it’s really important to think about any technology. And a lot right now with AI. But what we look at is we look at third party vendors, third party partners that might be providing some AI technology. We also look at in-house what technology we can develop on our on our own. So we we’ve approached both sides of that. One of those examples is Carey Care. Uh, we were uh, we were approached last. Last. I guess it’s almost 18 months ago now by a man named Nazar that was developing some, um, I assistant, early stages, early development. And that’s something. Right now, things are moving so quickly. You talk about something that happened last year and it’s almost outdated. Thankfully, this technology has been able to keep up with what’s happening. Um, but but it basically at its core, it’s an, it’s an AI assistant that’s really designed for families. And it’s to help families coordinate communication between each other and third parties. So you can imagine that you’ve got a senior who has four, four children. All four children are trying to figure out how am I going to help mom? How do I help one 1st May live far away. 1st May live, you know, 30 minutes away. The other two might be local, if you will. And local can be a long way sometimes. In a lot of cases, especially in the sandwich generation, we got family members that have got other things going on.

Jeff Salter: They’re raising kids trying to deal with these challenges. So Kerry is basically an AI system that kind of gets in the middle and coordinates all of the communications between family members initially. So if, uh, the son is able to make a doctor’s appointment, take take mom to the doctor’s appointment. Um, mom can can message Kerry rather than having to do a group chat where she messaged everybody, you know, and the son that lives miles away is in that group chat. He can never actually do anything. He’s always. It might be nice, he knows what’s going on, but it doesn’t really help. So Kerry steps in and Kerry is intelligent enough to know who is where and what they can help with. So if if I’m in town taking care of mom and I can do driving, but you’re in town, but you can only go by when in the evening times. Kerry is intelligent enough to know that if mom needs a doctor’s appointment, it’s going to contact me and let me know. It doesn’t let you know because you’re not in the loop necessarily. It’s not important. Doesn’t let our other sibling that’s many, many miles away know because they wouldn’t be able to help. So it’s in one way it’s real simple in that sense. But it gets, it gets and does so much more. And what we looked at is like, well, if it can do that for families, how can we leverage that same kind of concept and technology to augment our team members? So you can imagine right now, today, it’s it’s a process of scheduling.

Jeff Salter: Um, you know, any location has 30 caregivers, 40 clients. We’re trying to manage a schedule across all those people. So Kerry is able to help me as a care manager, manage my pool of caregivers, communicate with them, and also communicate with all the family members involved. So it’s just a man in the middle that’s able to be intelligent enough and has enough context, knows what’s going on to carry out a conversation with each of those people as if they’re the only ones involved in the loop and it’s really, really innovative and it’s really driving wanted for a business owner. It means my costs are driven down. So now where I normally would have to add additional staff to manage more and more caregivers. Now I can do that with fewer people, and they can do it in a way which they’re not pulling their hair out. It’s not adding stress. It’s not saying I’m not going to add staff because I want you to work harder. It’s saying, I’m going to put technology in place that’s going to help you communicate with caregivers more efficiently and more succinctly, in which the client experiences better, the caregiver experience better, and the staff experience is better. And when you get all three of those, that’s just a winning combination with technology.

Rob Gandley: Wow. So tell me just real quick to kind of picture it a little, uh, how does the tool work? Is it a, uh, interface you log into like ChatGPT where you chat with it and it coordinates things for you. How does that look and feel? How does it work?

Jeff Salter: Important thing for Carey Care was to make sure that it was using an interface that the majority of people were comfortable with. Majority of people are comfortable with SMS, texting and maybe using the the WhatsApp texting capability. It’s the same thing as really texting, just a different platform. So it’s its primary mode of communication is through text messaging back and forth. Keep them. Keep them short and succinct. But that’s something that everybody can use. So you don’t have to download an app. You don’t have to log in, create a user account, go through all that process. It’s just simply once it has your phone number, it can start communicating with you as part of the care circle. So that makes it really simple for people to use.

Rob Gandley: Wow, that is great, I love it, I love it. Sms is definitely the channel and boy we’re feeling it now in the regulatory environment with getting numbers approved, right? It’s hard to do that now, but man, it’s the perfect way to communicate with people because we all open almost 100% of our texts and are very used to using it all day, every day. So what a brilliant way to approach it. Uh, so I want to keep going here because you have more you have more of these tools, and I don’t I don’t want to I want to kind of try to flow, but I wanted to look into okay. So there’s another tool though that you’re looking at called sensei AI or working with me. Tell us a little bit of how these now how does that complement further or does it at all? Maybe it’s a separate tool, but tell us a little more how that AI tool is helping enhance care outcomes as well.

Jeff Salter: Yeah, it’s worth noting because I know that you got a lot of business owners listening to this, this broadcast, and you got a lot of people going into business. It’s worth noting that it is a challenge for companies right now, especially because we do have so many new technologies that are merging, and we’re all trying to use them so it can get you can get a little bit lost on what’s one thing to do versus another one. Everything ends in AI and it’s it’s it’s like, what is that tool specifically do? And we’re in this mode right now where everyone is developing single purpose tools, which I think is an important route to go, and making sure that those tools just work for your business. So also about we’ve been with working with sensei for almost two years now and with Cinci. What’s unique about that? That organization is what we’re able to do is provide augmented care in a client’s home. So what we’re doing is we’re able to go into a home, we install a couple of devices, and these are audio devices. And what these devices do is locally they they record sound and they process that sound and what they’re looking for. It’s looking for care related type of situations. So you can imagine if someone were to fall. That makes a very distinct type of sound. It makes a situational, um, environmental situational sound that the AI picks up on and then goes, wait a second, I think I heard a sound that, combined with other things in the home, help it understand that a fall might have just occurred.

Jeff Salter: Now, typically in a fall situation, you have someone that if they have a medical alert device like a wristwatch or a pendant. They might be able to press it, but one of the downfalls of of those devices is that it requires user intervention. User has to take an action. And too often when a fall occurs, someone could get knocked out. They simply are unconscious. They could hurt themselves in a way in which they’re no longer able to use that hand to push the device. But what they typically can do is they can make sounds, and by listening for sounds, that means if they fall and we hear some groaning, maybe, or oh my gosh, I just fell. Those are sounds that the system is able to detect. And then giving us an alert that the fall might have happened. And then we can go into action so we can call the client if they don’t pick up the phone after we’ve we’ve detected a fall. Well, now we’re a little bit more concerned. Now we can get in our car. We can drive out there to, to assess the situation in person. Um, but we’re also able to listen to what actually happened through a short audio clip. It only records a short audio clip. And so if in that audio we can tell something serious happened, then we can just call 911 on the client’s behalf and get someone out there that’s ready to help that client immediately. Um, all of this is done, though, through the AI, able to take that audio sound and determine what happened.

Jeff Salter: And it goes like so much further than that. And the good thing is, it’s not Big Brother. We’re not recording and listening to sound. I don’t have, uh, access to any sound in that house at all. Only the AI has access to it. I only am aware of something that it detected. So it’s not like a video camera. A lot of people want to put video cameras in the home, and and there’s a lot of cool things you can do with video, like we’ve all got security cameras, but the problem with video is then it always has to be monitoring and looking, and then people can tap into that and it feels a little bit invasive into my privacy. So a lot of seniors really don’t want video technology at all. Audio technology is much different. It’s not as invasive and people are much more receptive to it. What we’re finding right now. So that’s something that’s been a big, big help. And frankly, it’s saving lives. We’ve saved a number of lives just by learning that a fall happened. We had a client that fell, had a head injury, and they were actually bleeding pretty, pretty seriously. We got there. We got we got 911 dialed in and we got them to the house. We were told that had we not intervened, it was highly likely that patient would have passed away. So that’s where just it’s amazing that it can do that kind of stuff.

Rob Gandley: We had someone on the show not long ago, one of, uh, a couple, uh, your franchisees, and they were telling a story. Same thing. I wasn’t sure if it was the same tool, but I just know it was. It saved a life, and I. So you’re doing this routinely. So my question is, how innovative is this right now? I’m sure in time this would be very standard. But for companies that do what you do, I’m sure many of them aren’t doing this yet. I mean, I feel like, my goodness, it should absolutely be there, right? You know, if it was my mom or dad. But anyway, what are your thoughts on that? Is this still pretty early or are you still pretty out in front doing these things, or is this starting to catch hold to be kind of standard?

Jeff Salter: Yeah. You know I’d like to that’s a that’s a challenge for any company, any any franchisor, any franchisee, anyone in in any industry is like how do you get at the forefront of technology? Not on quite the bleeding edge necessarily, but how do you how do you get it early enough to where you can be a first mover? Um, a lot of us can’t develop technology ourselves though, caring. We’re doing a lot of development of these technologies. But with sensei, they’re the only ones using audio to do this kind of detection. Everyone else is focused on the video side of things or user input side of things. Motion sensor is also something people are using. There’s some interesting things happening there, but what sensei is very innovative in the fact that their their processing of that data, All the data points that come in, they’re able to really do some amazing things with alerting us to what might be happening with that client so we can intervene. But it’s a third party technology that all companies can work with. But the key thing is as an investment, there’s a cost involved in these technologies.

Jeff Salter: It’s an additional cost that you have to figure out how to earn money on. And that’s where most of this technology today is having is having resistance is people aren’t sure. It’s really cool. It does amazing stuff. But how does it return an investment in such a way that it makes sense for me to do? For us, it was really easy. If I avoid a client passing, I keep them on service and that’s important. So for for me and it’s saving lives, so it makes it a no brainer. Why would I not use this type of technology? But it doesn’t necessarily mean that we’re the only ones that have it. There are other companies that are using it, trying to use it. I just think it’s like anything, we all have the same access to everything. It’s how you implement the tool to make it more to your advantage than somebody else. And that’s the same with anything we’ve got today. And that’s the same with AI. How do you use it in your workflows and your business processes that give you a competitive advantage?

Rob Gandley: Exactly. Yeah. You have to look at both. I mean, you have to do the business side, especially in a business model where you are helping others in such a profound way. But you still have to look at the dollars and cents, right. The basic blocking and tackling. Is it paying off? Can I sustain it? Can I afford it? How would I monetize it? That sort of thing. But that’s all for the betterment of making your clients experience better, right? And in your world, you’re helping people in a very direct way, which is a good feeling. But you’re right. You got to think about it. It’s like, yeah, we’re help a lot of people, but we’ll lose a lot of money and maybe that can’t work right away. You know, you do what you can, right? So let’s keep going because I think you have you have some other tools. But I also want to just ask the first tool we talked about Carrie. Uh, now, if that fall occurred and was detected with sense he would carry come into for helping with some streamline of communication, deploying people, notifying people. Is that sort of or would that not necessarily be helpful? Or is that now a helpful way now to further the communication after something like that, or do they work together in other words? Yeah.

Jeff Salter: Yeah, absolutely. Absolutely. If you think about the process and that’s what that’s what you really I think um, and again, I encourage people, business owners to think about the process and what has to happen for everything that you do, and then think about where, where these eyes can augment things or where this technology can augment. So you can imagine I’ve just gotten an alert that a client has potentially had a fall. I’m in scramble mode to figure out what I need to do next, and in that process, I probably want to let some people know I might need to let some other team members know what’s going on. I might need to let the family know what’s going on. Imagine if if I’m doing that process right now without any advanced technology, because, you know, my phone is a technology, but if I would have to stop what I was doing, I’d have to get the client’s phone number, get her family’s phone number, and then I’d have to call that family member. And then I have to relate the situation to them. I’ve got to start taking time, right? It’s going to take time to do that. I then got a call, and am I the one going to go out there or am I a team member? Go out there and if I’m going out there, what about the other things that I had to do? I know there’s an emergency situation. I can drop everything, but do I do I drop all the work that was done that puts me behind now.

Jeff Salter: And what if this was turns out to be a false alert? I might still need to go out there to verify if it’s a false alert. And that again, means that the work that I was supposed to do falls behind. Well, what Carrie does is I’m able to text Carrie and say, Carrie, I just found out with from from a client, and I could tell Carrie what client it is. Mrs. Jones has fallen. Can you let the family know and contact my other care manager to have them come back into the office and Carrie will take care of all the communications. I don’t have to look up a number. She doesn’t have to look up a number. She calls those people. She can do voice calling pretty soon, but right now it’s text based. But that’s the other feature that’s coming is voice calling. So it’s actually communicating in real time using some of the tools that are available now. Um, and so I can just go get what, get what I need to do. And I can just tell I can communicate with one person and it will then communicate to all the people that it needs to communicate to. So that’s where it’s a it’s kind of they are linked together in that sense. One tool is augmenting something that’s part of that business process.

Rob Gandley: Yeah, I love it, I love it, I love this because eventually it’s a bunch of AI agents throughout your business, augmenting many things, becoming you become something different while you’re still the same brand, but you’re capable of doing more. And that’s the beauty.

Jeff Salter: Because because I need to be there to be able to assess the situation. I need to be there to maybe help that client get off the ground. If it’s not a serious fall, I need to be there to to assure them that they’re okay. That’s where I can’t handle that. You know you need a human. But if now all my other tasks that would have burdened me or stressed me out can be offloaded to augmented technologies, then that’s a boon for everybody.

Rob Gandley: I’m just laughing because I think of myself throughout my life and and just most of the stresses in life had to do with like communication, trying to get through all the tech, like I started in the 90s when tech started to emerge as a as a useful tool and a way to live. And no matter which way you sliced it, it was challenging over the years, but now I feels like I can go back to just talking. I can just delegate. I could just communicate and things will get ripple and get done. And it’s not so much button clicking and figuring out right of tools. Absolutely. Yeah, yeah, very cool stuff. So let’s keep going on this AI tool because you’ve been busy with innovation. So I think I have one more question here. Um, and I want you to kind of fill in any gaps I missed. But there’s another tool called Key Scribe. Is that correct? And I believe this if I said it right. But it’s another tool I think that kind of analyzes calls. So tell me a little bit of what that’s doing and how that’s fitting into this ecosystem here that you’ve built.

Jeff Salter: Yeah. Inky scribe is designed to to to help business small business owners. What we it’s important I describe the problem to describe what the technology does. So what we have is a small business is we have people that answer the phone. I hire 3 to 4 staff members in each location. A franchisee might have 3 to 4 people in their location. And the nature of the way that our businesses work, they’re small businesses. So the phone rings. Whoever’s in the office, whoever’s on call, picks the phone up and answers the phone call. They just that’s the way it works. All hands on deck. It’s a small business. We’re scrappy. Got to make things happen. We don’t have receptionists. We don’t have a call center. We don’t have a team of people waiting for that new client call to happen. What we found was that oftentimes people in that mode pick the phone up and they don’t properly handle a new client call as well as we’d like them to. And to get people better. We do tons of training. We teach everyone how to properly handle a new client call, how to walk them through a problem statement, understand what their situation is, make sure that they, um, uh, detail how we can help their situation. Give them pricing everything that that that you would typically want to see in a perfect customer service call, especially for a new client. But inevitably, the end staff member doesn’t do as good as we would hope they would do with the training that we put into them.

Jeff Salter: And that’s okay, because they’re busy. They’re they’re they’re dealing with a scheduling issue in our business. And the phone rings and they’re frustrated with scheduling, and they pick the phone up hastily and say, yeah, thanks for calling my business. What can I do for you? And that person starts going, and then they don’t properly stop what they’re doing and engage in that call. And to find out first who’s not doing it well is a massive process. Like you could record phone calls. Well, if you record phone calls now, you got to listen to every phone call to find the ones that you want to. Then grade, if you will. And grading a phone call is a miserable experience. You got to listen to it all the way through, rewind it, listen to it again, rewind it, listen to it again. And then you got a grade A paper, and then you got to have a meeting with that person and you got to say, hey, uh, Joe, uh, I just got to listen. I just listened to one of your calls, and I got to tell you, we’re we’re not too happy with what happened here. Here’s the areas I need to see improvement on. Then you got to train that person. Let me tell you what you should have done on the call. And now you got to start all over, because now you got to wait for the next call.

Jeff Salter: In our business, we get 3 to 10 calls a week about new service. So it’s not a lot of at bats. You don’t get a lot of opportunities even to improve. So it’s a high risk, high reward type of business process that we said there’s got to be a better way to do this. We’ve got to be a way we can coach people up, that we can help them identify where their where their blind spots are. And we developed this technology called Inky Scribe, in which we record every single call that comes into the business. We transcribe every single call. That’s common technology. Every phone system probably has something like that. But what we specialize in is we take that call and really look for some very specific things, what type of caller it was. We look for what the general issue was that they were calling about, and we provide a summary. Now, again, that’s not super special in its own right, except for the way that we display the information is really intuitive, easy to follow. But where things get really magical is what we provide. If it’s a new client call, we identify that as a new potential client. And then we have a little a little feature in which you can grade yourself. And when you click that grade yourself button, what you get is an email that says, here’s how you did on that call. Here’s where you here’s what you were supposed to do. Here’s the ten things our business.

Jeff Salter: It’s customized for every business type. Here’s what we were supposed to do. And here’s how you did on each one of those segments. Along with that, not just a grade, but keys to improve. So we’re training on every single call they get. They see where they could have asked some different questions. They could have dived a little deeper. They could have explained our services a little better. But at the end, no manager had to spend time doing any work. The AI is augmenting the the the process by giving that person the immediate feedback. And this happens in under a minute after the hang the phone call up. They get that the ability to run that report and know exactly how they did on top of that. Advantage of the business owner is right now, I’ll tell you, is every person on this call that’s a business owner today in the service business, they only know about inquiry calls or new service calls to their business. Probably about 50% of the time. Our data shows that only about 50% of all calls actually get recorded, because what’s happening is people are self determining if this is a hot lead or a cold lead. And unfortunately, they’re not equipped with how to turn a cold lead into a hot lead. So they don’t even record in whatever system businesses are using. That call would never even got recorded. So basically it never happened. And it’s, it’s it’s a huge, huge miss.

Rob Gandley: Right. Yeah. And I, I know what you mean by that. So like some conversations are sort of turn the corner like they’re, they’re saying things that you could maybe ask a follow up question and bring them back to, you know. Hey, wait a minute. They might need your help. You shouldn’t dismiss that too quick. Gotcha. No. It’s a very powerful tool. And you’re right. It kind of overcomes all the barriers, the the difficulty of with the time investment. But also, I think people would learn much more openly. They wouldn’t be so feel so judged by it or critiqued right by their by their supervisor. Just real quick, I can I can tweak it and I get better at it. You feel.

Jeff Salter: Better. It’s huge. It’s huge. Yeah. And and I like to tell people when I’m talking about scribe that it’s a technology we developed for in-house, but then we turned it into its own company. And today I am the only CEO of any decently sized home care franchise that can tell you every single day how many actual calls for service happened across the entire organization. No one else has that kind of insight that I’ve got, because 100% of our locations are using this technology, and I know I’m not. I’m not Big brother. I’m not reading about every one of them. But I can tell you exactly how many potential service calls we had every single day. Nobody else knows that anybody else would have to guess only on stuff that got recorded. So how do you know if your marketing campaigns are working? Well, I can tell you how many actual calls we got for service based upon our marketing campaigns, in a way that no one else can do.

Rob Gandley: I think I’m interested. We might have to talk. Yeah, that is a that is a thing that is. Well, it’s just always kind of been there as a acceptable reality. Like, you know, you record calls, but you got to listen to them and you’re not going to know much unless you listen to them. And that’s a lot of work and no one listens to them like you, you’d have to hire someone to do that and then do the work of segmenting everything and say, well, that was a call. That wasn’t that, man.

Jeff Salter: It’s almost it all for you.

Rob Gandley: Yeah, right. But now you got you take it. I, you put it into a use case, something that’s game changing. And you’re right that for home services, brands of all kinds, uh, that get those inbound calls. You don’t, you know, you just don’t know what they’re about. They could be about a lot of things. Be able to identify that quickly and adjust and improve. Woo! All right. We’ll talk more. But that’s really powerful. So that was something that you guys you you you built internally 100%. Or you use a third party tool and then customized it. Or how did that what was that.

Jeff Salter: On this one is I developed it 100% on my own on on nights and weekends. I decided this was a problem I was going to solve. I wanted to learn a lot about AI during the process, and so I just dove in deep. I taught myself programing at a level I hadn’t, I didn’t know, um, I learned everything I could about AI, technology, how it works, how prompting works, how processes work, back end. I had to learn a lot to do it, but in the end it was like it was it was well worth it. You know, we’ve we’re we’re started up a whole new company helping other companies achieve the same thing. And I’m at the point in my career to where I kind of I want to give back. I want my brand to to grow. Caring is going to continue to grow. We want to see more franchise owners come on board. We want to serve more seniors across America. But I also know that I need everyone to be as good as they can. And if I can help develop some technology that can be used by others in that process, then I want to make sure that’s something that I can give back to people.

Rob Gandley: That’s beautiful, I love it. And from what you described, I think you landed on something very important. Uh. So cool. Uh, so let’s talk a little bit about, uh, you know, so we kind of went through the, the I before I leave, I, um, I wanted to kind of ask you. So you’ve done these things, you’ve the custom, uh, and then working with some third parties and, and then and then getting it to a place where you can implement it, and then you’ve got to get the franchisees on board to understand and implement properly. So you’ve done this probably for give or take. Let’s say it’s two years I’ve talked to you. It’s been a little over two years since we talked. So so you’ve been at it and and so tell me, looking back now, was there anything you didn’t anticipate any challenges in getting things done or rolling them out. Yes, these things work. Amazing. They do amazing things. But what were some of the hidden challenges you. Found trying to roll this out as a franchise leader?

Jeff Salter: Well, I think that it’s it’s still people, right? And the end of the day, I mean, I can create information all day long for people that are to consume, but still the people have to be able to, to use it, and it has to be really easy for them to use. And as much as I think it might be easy on my side, we have to learn, okay, that wasn’t the outcome we expected. So we need to we need to modify things. But what’s been I say that caring senior service is a little bit more set up than other organizations, because I myself am a change freak, if you will. I don’t mind change one bit. I know that things are going to change. I know my business needs to change. We have no sacred cows so everything is is up for change as far as we’re concerned. And I’ve tried to lead with that, which can be tough for other people around me because they’re like, wait, I just learned the last process and now we have a new process. I’m like, yeah, unfortunately, you know, things are moving fast, and with AI it’s even moving faster. So we’ve set our company up, though, to be prepared for change.

Jeff Salter: So we’ve trained our people say, hey, this is the way we do things now, but it may change tomorrow and be ready for that. So the change mindset I think is is ingrained, but not everyone’s always on board with the change mindset. So it’s still something that is is tough for some folks, especially our newest team members that come on board. They’re used to working with a company that things were always done like this. Nothing ever changed. And to be for us, they’re like, wait, wait a second. I just went through training last week and you taught me to do it like this. And now there’s this new thing we’re doing and it’s going to be completely different. Like, yeah, that’s the pace it works at here. We want to stay ahead of the game. We try to be mindful of, you know, too much change can be too disruptive and no one can keep up with that. So we try and balance that out. I would rather error on the disruptive side than I would on the static and stay the same side though. So that’s what I try and keep that into our culture.

Rob Gandley: Yeah. And that’s very important. It’s the way you frame that into your culture, because I think it’s just reality of what we’re living with right now. I think the, um, you know, and you probably know this too, uh, this the speed of change is, is not only faster but will continue to accelerate. So if that can even make sense, I don’t I mean, whether everything makes it to us, like right now, I believe the capabilities are way past what we see, like in the labs and things at these big providers that are building out the technology. But it’s still we all, as business owners, have to have a plan for rapid change and innovation. That has to be a process. And and you just have to expect it and not be too intimidated by it. And sometimes in those evolutionary steps, you’re not looking for perfection. But I think the the point is what you can get in that is so transformative that you can’t not do it right. So you almost have to. The old way might have been to go a little slower. Don’t constantly disrupt and be careful. The new way has to be what you’re saying.

Rob Gandley: I mean, if it’s not, if you’re not seeing it now, you will see it this year. By the end of this year into next year, the speed again will leap up and you’ll start to feel it. Then you’re starting to say, wait, this guy, you know, hearing this podcast, they’re probably thinking, oh my goodness, we haven’t even thought about these things, right? And then that’ll be more like in a year. Like everybody you’ll feel that way. So anyway yeah good good advice on that. Um, wanted to circle back then something sort of that encompasses you and your brand. And, uh, it’s a lot about awareness, right? About about around senior care and and the way people communicate about it. And, uh, it is still something that a lot of people keep to themselves. And so you’ve done a lot to create awareness. And I think you have something called the Close the Gap senior care movement. And I just wanted to kind of circle back to that and get some updates from you and kind of see where that’s at and what that’s about.

Jeff Salter: Yeah. So, uh, in, uh, I think we maybe talked about it last time. Um, you know, in 2021, I went on this journey, uh, visited every single one of our locations, rode a bicycle across the country for months on the road 9500 miles. And it was to launch our movement to close the gap in senior care. So our goal was to raise awareness to the needs of seniors in local communities, um, to help bring other people involved in senior care, either becoming business owners in senior care, um, becoming actual care deliverers, you know, uh, home health aides, nurses, doctors, anyone involved. I really want to see more people get involved. But focusing attention on the senior population and then on technology, I wanted to really try to inspire people that technology can really be a powerful mover in the senior care space. If we have enough people thinking about the problems and coming up with innovative solutions. So the bike ride let us raise some money and some funds. We started a nonprofit to close the gap in senior care, and right now our main initiative still is installing grab bars for seniors. So we’re doing free installations for seniors that are that have needs in the communities we serve today. And we’re putting two grab bars in their bathroom area because that’s the number one place seniors fall and have an injury. And it’s the leading cause of injury related death among seniors is a fall in bathroom is like 80% of all falls happen in the bathroom. So we’re just trying to really focus on that one.

Jeff Salter: We’ve had to cobble together partners across the country for doing the installation work. So we’re right now we’re working on the creating the premier place that people can go that need a grab bar installed, which it seems like pretty basic, right? You think a grab bar in a bathroom? How hard can that be? It seems like a pretty good, easy handyman job. Well, Turns out to get it done right. It’s really, really hard. Uh, for one, finding someone that will actually show up to your house to do it, finding someone to do it with at an affordable price, and finding someone that will do it in the right way is is actually more difficult than than I would have thought it was myself. Uh, and so we’re working to build a list and to put together a network that covers the entire nation so that any senior that needs to get a grab bar installed and they want to pay for it, they can find, um, on our website, they’ll be able to go to our website hopefully by the end of this year and find a provider that that says, I’ll, I’ll prioritize the grab bar installation if you end up using their service. So that’s part of what we’re trying to do that through the through the close the gap in senior care nonprofit and really elevate that that responsibility to those to those, uh, you know, people that are that are doing home modifications and work for seniors.

Rob Gandley: Yeah. And there’s, there’s quite a few franchise brands that probably fit that description. Right. Yeah.

Jeff Salter: We’re working with a number of them right now. Yep. Yeah. That’s the problem is, is it’s a patchwork right now. There’s no one covers everywhere. So we’re having to and this is a it’s been unique because I’m a franchise or I’m speaking to other franchisors in a in a semi related business. But their home modification franchise and they don’t always they’re competitive with some of the other people. I’m trying to get them to come together for a common cause and say, look guys, I, I don’t I know you’re competitive, but let’s try to solve this problem as a group because it only helps us all. Every franchisee wants to serve their community, no matter what the business is that they do. Close gap and senior care is a good way for them to serve their local community, no matter what brand they are.

Rob Gandley: Yeah, exactly. Exactly. That’s that’s beautiful. Well, I, I hope that that continues to evolve and and be, uh, very, very easy for folks in the future to take advantage of. And that’s a it’s a great it’s a great it’s a great gift to to offer the community. And I think everybody involved should look at it that way. And I think if you give more, you’ll get more. Don’t worry. It’ll work out.

Jeff Salter: So it should it should be that way for all of us.

Rob Gandley: It should be that way. Right? Anyway. Okay. So so I love your technology brain. So I wanted to kind of just say, you know, before we wrap things up, I wanted to ask you, looking ahead a little bit. So I know you’re probably got a lot going on here and it’s working well. And I know that takes your focus, but I know the other part of you is like, okay, what’s coming, what’s coming, what’s coming and what can I do? What can I do? Is there some things you would want to share with where you see some things evolving for senior care technologically, that you really hope that you can do more with here in the coming year or two?

Jeff Salter: You know, right now, I think a lot of my focus is more on how do we make the delivery of senior care from the people that own and operate senior related businesses. How do we make their job easier? How do we make them more effective? For me, it’s like, um, I’m just coming off of a long weekend of actually doing a ton of new, innovative programing. I’ll tell you about a product, but it’s related to where I’m going. And, and that’s we’re going to see this rise of agents continue to, to accelerate. I think, um, where that ends up, I’m not entirely sure because it does start to seem a little fragmented because there’s an agents or there there’s new technology that’s allowing allowing what’s called a single agent to use multiple agents, and the ability to get those agents to be smart and do what you want them to do is becoming simpler, actually. Um, so you’re going to see this kind of rise happening. Like this weekend. I spent my time building out one of our our business processes to get new business is we go out to we go out to marketing, we do referral based marketing. Maybe I’m going to go to a home health company and let them know about my service, and want them to send any clients that need senior care in my direction. Well, that business process is fraught with all kinds of management problems. How do I manage a salesperson? And if you can make it easier for the salesperson, then that’s a win.

Jeff Salter: But if you need to make it easier on the manager, then that’s a win. So we’re working right now. I spent the weekend working on agents that help that salesperson get really good. When they’re about to go in to visit somebody about what they should talk about. Things like summarizing all my past visits, being able to pull in my marketing playbook, be able to pull in any information that that the that I was trained on. You know, we’ve all seen the perfect sales rep, right? The guy that knows everything, you say something, he can quickly rattle off the exactly how the product solves that problem or does this well. You know, those people are rare and far between. And so what we’re trying to do is how can I augment anyone to have as much knowledge when they’re about to go in to that, that sales call as possible? And we’ve got some really cool stuff I just developed over the weekend. It’s not yet a product for us internally yet, but it’s real close and but it’s just an example of an agent that’s helping that one job with kind of a it’s it’s with multiple tasks of that job. You know, if I got to send an email, I want to make sure that email is not just a just from my memory, but it can also incorporate other aspects of that relationship building that I’ve done.

Jeff Salter: And if I’ve got 500 relationships in San Antonio that I’m working on, how do I remember everything? I can’t remember what I did last week personally, so I need something to augment that. And this kind of technology helps write an email to a referral source that pulling the data from our database, because that’s where everything’s kind of keyed on. How do I use my data effectively, not analyze the data? I’m not I think that’s important, but I’m not focused on analyzing data because that’s what I think a lot of people talk about. But I’m like, how do I use that data in something that makes me look better, sound better, be better? You know, and so that’s the kind of things I’m working on. So this is stuff that I was doing over the weekend was exciting because I got to play with these agents and really give them some superpowers. And, and early stage is like, wow, this is where things are going. And I think you’re going to see a lot more of that for, for businesses. But it’s right now a highly specific to an individual business. It’s tough to do at scale across multiple businesses, even though there’s some great products out there in the franchising world, there’s some fantastic businesses doing similar stuff, but it’s still kind of pricey right now for people to do.

Rob Gandley: Yeah, that’s what I’m finding. I think it’s yeah, it’s a little bit everywhere right now. It’s definitely the wild west of the of the phase we’re in. Um, and I don’t know when we’ll settle, but it’s going to be an interesting journey the next couple, two, three years. But you’re right about the the idea of agents and teams and, well, this is the transformation that that is being talked about at a at 100,000 foot view of. Yeah. Well, if everything gets replaced someday, whatever that might be. Like what we used to do, uh, it is in the form of these agents that slowly take over. But again, we always say is it’s here to augment what we do, to give us the ability to do it better, to give us more time back, to reinvest it in different ways. That’s good for our friends, family, customers, everything that’s I. But it’s all sort of the tip of the spear of these agents that are going to slowly make this transition for us, uh, so we can hopefully spend more time with each other in relationship.

Jeff Salter: Absolutely. Yeah. I was I was just, um, playing with something, uh, this last week also that was like, you know, I want to do some research. And not only did it do all the research for me, but it spun up its own website that that delivered to me in a way, like, like, wait a minute. It just gave me a full website with all the research. It just did and all the research was correct, and now I can easily navigate through it all as if I had gone to a website that was custom built just for my research. That was just amazing stuff. I mean, like, wow, that’s nuts.

Rob Gandley: I know, and it’s, uh, you and I are in the same path here. We’re amazing. Amazing ourselves wondering, okay, when is this going to be in the mainstream? But it’s like, you see it, you’re like, oh my goodness. Once everybody else starts to see the same thing, then it starts to transform. But you’re right. I think of that all the time. I have those moments where I’m like, oh my goodness, I could do. But there’s not enough time in the day to kind of contain all these ideas right now because of because it’s so new. But it is amazing what what I is accomplishing and moving very quickly. As they said early on, this is the the dumbest it will ever be. I remember in 2022 talking about that or 2023 or yeah, early on like after ChatGPT got released. But it is it is true to form. It has gotten far better in the short time and again that speed will pick up. So looking forward to what that will mean. But love the way you’re thinking about it, because it has to be about our business, our vision, our customer. What is it? How can we help them right now? And then it will evolve.

Rob Gandley: But so so before we we close the conversation. It’s been great having you here. Amazing insights. I think anyone should listen to this more than once if you’re wondering about AI and how to implement it. Um, but but any any final tips or advice for anyone that might be navigating? I guess from a couple perspectives. One is if they’re searching for a business opportunity or franchise opportunity at this point, how does AI play into that? Like, that’s probably an important consideration to think about. Well, how is this brand handling that? What’s their vision? And then and then so how what would be a tip for someone looking for a business to kind of look for. And then if you are a leader in a franchise brand, anything you want to leave for them and how you’ve been navigating through this, which really this past conversation has been a clinic on that. But maybe this leaves someone with, uh, if they just didn’t get started yet, they. Where do they start? Uh, but anyway, what would you like to leave with the audience?

Jeff Salter: Yeah, I think the, the end of the day, when you’re evaluating different businesses that you’re considering is not just don’t just listen to the hype of what they say technology is doing or going to do, but really investigate how are they actually implementing that technology? What’s the end result of those implementations? Are they just doing beta testing or is it baked into the way that they operate right now? That’ll give you some insight into how innovative they really are. And I think it’s very important right now. Any brand you’re looking at that they are being innovative. And if they’re not, how are they going to keep up with the this this rapid pace of things that are happening. And it’s not going to be always forward facing. It’s going to be back of house stuff oftentimes. And that’s what you got to dig into deeper, because that’s not always on the surface. So you got to really understand what is happening. And as I, as I talk about like how from a leadership standpoint, you know, and an ownership standpoint is how are you building that culture in your own teams to make sure that they are prepared to not just be adopting the newest technologies, but we need we need as business owners, we need our own people to be those those foragers.

Jeff Salter: And they’re out there looking for the new technologies and thinking, how can I make this better? But we have to support them and ensure them that as they I’m finding that people are eliminating the job I hired them to do today. They’re eliminating the work that they were hired for, and I’ve got to make sure they all feel safe in that process. I’m you’re not going to work yourself out of a job here. You’re going to be potentially repurposed, if you will, or you’re going to we’re going to find some other work you can do that’s more valuable to the organization. But by all means, I don’t want anyone doing a mundane job that is able to be done by some augmentation through some some artificial intelligence, or just streamlining the process. You know, so many different things that can be done. So, you know, encourage your team to be very innovative, look for new, new things that can change the way they work. But then be sure you’re supportive of them to to let them know that anything that they eliminate in their job, you’re not going to start talking about their job getting eliminated.

Rob Gandley: Yeah, that is a very, very interesting and a perfect perspective of every leader needs to hear like you’re you’re you’re right where leaders need to be. Because this is a big question that will come about in the coming years, because opportunities will be right in front of us where we can make these adjustments. It should never be that we’re just replacing people because this should be serving humanity. It’s it’s about making humanity better. It’s about all of a sudden we have cars to use instead of horse and buggy. How will that change our business? But we have a thousand of those instead of just one thing. We gotta, you know. But it needs to make everybody better. Not. Not make them afraid of. Hey, I’m going to work hard and then get rid of me, you know, or whatever that.

Jeff Salter: Exactly.

Rob Gandley: But that. But they’re also holding back. I guess that’s the real message is don’t hold back because of this fear that I should just sit and wait. Right. It’s almost like you sit and wait because you don’t you don’t want to give people that impression, but at the same time, you’ve got to take a proactive stance and say it’s not about replacement, it’s about augmentation and evolving the brand. We’re still the same brand. We just want to continue to raise the level of service.

Jeff Salter: Yeah, anything I do to put people more time with clients, more time with caregivers at the business operational level, more times the clients, more times with caregivers. If I can do more of that, then that’s. That’s only because, look, we all like spending time with people. Um, yeah, a majority of us do. I mean, there’s some people that like the hermits out there in the world, but for most of us, we like to spend around time with people. Let’s let the technology help give us more of that time. And that’s what we stay focused on.

Rob Gandley: Exactly. And I think that’s a simple way to look at it. I think you got to ask yourself, I mean, we could all work a little less and spend more time on family and other pursuits. But, you know, if 100% of our less time was focused on each other, that’d be okay. In other words, we’re just we’ll have 100% more time to hang out with each other and let I do all the things we struggle with the last 50 years as this world evolved and we had to serve each other through, you know what I mean? We created this world to serve each other.

Jeff Salter: Yeah, yeah.

Rob Gandley: But it’s beautiful. All right, well, listen, I again, I love your insights. You really made me think today. Um, I love I love your balancing of passion for technology with empathy and serving seniors the right way. And this could be done with any brand. It’s the right thought process, though. You could have applied it to any brand and said, we’re going to keep the integrity. But I think it’s particularly challenging in relationship driven brands like this one. So I think it’s probably a little scary for some of the leaders in the senior care space to say, well, how would we use all this? But all of it just came back to you’re serving your franchisees and they’re serving their clients better and employees better. So beautiful. Absolutely. I appreciate your insights today. It’s great having you on the show, and I absolutely hope to have you back soon.

Jeff Salter: Yeah, thanks for having me. I really enjoyed it, and I look forward to our next conversation to see where things are going to be when that when that time comes.

Rob Gandley: Absolutely. I’m glad you said that. Well, definitely. We might have to check in pretty regularly, maybe once a quarter or something. I don’t know if two years or three years. It’s definitely too long. We’ll definitely do a little more, but good stuff.

Jeff Salter: Thanks.

Rob Gandley: Yeah, yeah, I love.

Jeff Salter: It, I love.

Rob Gandley: It, I love what you’re doing. And, uh, and so I just want to thank the guests, uh, or the, um, thank the audience for tuning in. And if you get value, please, uh, go ahead and share, uh, the story and the episode. And before before we shut things down, please share the website and any other ways they can get in touch with your brand and any questions they might have. Yeah.

Jeff Salter: It’s caring. Senior Service Comm is our website and that’s the easiest way to find out about about our company. Um, I can be found on LinkedIn. Geoffrey salter. Um, I think there’s a number that goes behind that. Uh, forgive me for not remembering my exact handle there. Uh, but, Jeff, at caring.com, if anyone wants to email me, I’m happy to hear from them. That’s beautiful.

Rob Gandley: Thank you so much. Thanks again and bye for now.

 

Tagged With: Caring Senior Service

Rick Grossmann with Franchise Bible Coach

April 10, 2025 by angishields

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Denver Business Radio
Rick Grossmann with Franchise Bible Coach
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coaching-franchise-rick-grossmannRick Grossmann has been involved in the franchise industry since 1994. He franchised his first company and grew it to 49 locations in 19 states during the mid to late 1990s.

He served as the Chief Executive Officer and primary trainer focusing on franchise owner relations and creating tools and technologies to increase franchisee success.

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

Connect with Rick 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: Welcome back, everybody to Franchise Marketing Radio. This is Rob Gandley. I’m your host and we’re going to talk today. I have a very special guest with me a little bit about mastering franchise growth in 2025 and what are some of the timeless principles? And we’re going to learn that from the Franchise Bible Coach himself, author of the Franchise Bible, CEO and founder of multiple franchises. I don’t want to steer all this thunder, but I want to introduce Rick Grossmann to the show. Welcome. Welcome to the show, Rick.

Rick Grossmann: Hi. Doing well Rob, hope you’re doing well. I’m excited to be on the show today.

Rob Gandley: Very cool. Very cool. So I’d like to dive in for the guests and really give them a framing of who you are. And, and then we’re going to dive in and see if we can break down some, some important considerations for growing franchises nowadays. We got a lot to unpack. But tell us a little bit about your background, how you came to be, how Franchise Bible, the book and also Franchise Bible Coach the business came to be.

Rick Grossmann: Okay, great. Thanks, Rob. Yeah. I started out really, uh, kind of young and and didn’t know much. And that’s kind of the way I do things, is dive in with both feet and I figure it out, or jump out of the airplane and make the parachute on the way down, right. So I was in my 20s, early 20s, and I had a business. A small business in California was in the entertainment field, um, doing, you know, event planning and entertainment and music and things like that for multiple types of events. And, um, started out as in the DJ business, believe it or not, in high school and kind of built that into a really great business. And I realized that people in other areas wanted to learn how to do that. So we had a speaker at school and he was in the franchise industry. And as soon as I heard him talking about it, it just the light bulb went off and it hasn’t gone out since. So we franchised that business while I was in college and grew that to about 50 locations across the country over several years, and learned how to do franchising from the inside out, and it was really exciting back then. We were up against the I call them the big boys.

Rick Grossmann: We were up against big franchises that had big names. I’ll never forget when we did our first franchise expo down in Los Angeles. We were set up next to, you know, subway and all of these different big brands. And we were this little old company and just starting out and kind of felt like David and Goliath a little bit. But we were blessed to meet Irv Coif, who is the original author of Franchise Bible and kind of see it over my shoulder there. And he was our franchise attorney and was really impressed with our ambition and was able to help us get started in the franchise business. And we grew that, grew that to about, like I said, almost 50 locations over the years. And we we had a great success, but we also experienced the challenges. And so we grew that. And then I left that to my partner and started another franchise in the travel business and grew that one, and then up to about 150 locations in a short period of time under three years. Back then, that was a lot. That was back before we had a whole lot of help. We did have the internet and email and things like that and websites, but it was still pretty new.

Rick Grossmann: And so I just really loved the startup. You know, some people say I’m either a pioneer and ahead of my time, or I’m a glutton for punishment because we now started many years ago. I started Franchise Bible Coach, and I was invited, of course, from the original author, who was my mentor, to take over the book when he got became ill with cancer. And then I’ve had that that series ever since, and now we’re up to our ninth edition. So it’s been a real journey. Uh, franchise Bible coach. Now we help franchise companies do the same. We help create and build them, and then we help our franchise, uh, franchise or clients build through those early stages. And then I say we’re kind of like the franchise or franchisor. We my team supports them like they support their franchisees. We implement the upside down pyramid from the book and all of the great things that makes it work well and have had some marvelous experiences with clients. And we’re, uh, we’re really excited to to grow more and help other people, you know, realize the dream of, uh, business ownership. So that’s what we’re all about.

Rob Gandley: Yeah. Well, I love having these conversations, and I think I say most of them that I love franchising at least once because it’s a great idea. And so many people been been their lives have been blessed and transformed by the idea of starting a local business and being a part of their community and all the different kinds of industries that represent. So you and I both got hooked with that idea, and then, uh, and then figuring out how we can help different brands, uh, realize that better for the folks that get involved. But with that being said, you know, 2025 is an interesting year. And I kind of before we dive into sort of what’s evolving, what’s what’s going on and how best to to sort of tackle that and take advantage of all that. Well, I wanted to start with sort of the fundamentals. Like if you could break it down into a short answer, I know you could probably spend an hour, but what are the what kind of has to be there in place? What are the fundamentals of a of a of a good brand. What do you look for? What do you try to build into an emerging brand?

Rick Grossmann: Yeah. Well, I’ll give you a one word answer to that big question. And it’s leadership. Or sometimes I say leadership, leadership, leadership. You know, the only thing, uh, that we’ve seen that’s been kind of a common thread with the brands that do really well is their leadership. And, and we look for clients that have the, you know, the attributes of a of a true leader or group of leaders. And they you know, we work with clients that have that commitment to their not only their customers but their staff, and that can be kind of guided into that same, uh, that same servant leader model that can be a great leader for franchise owners and the owner community as well. Uh, I always say that you can have a great business model and have mediocre leadership, and it won’t grow and it won’t do well. Or you can have a mediocre model and have, uh, have great leadership and it’ll do phenomenal. And you know what we look for and we only work with a handful of clients at a time. What we look for is a brand that has a great business model and great leadership potential. Uh, we spend we go in stages and phases and we don’t rush it. We don’t just rush in and get an FD done franchise disclosure document and just start selling franchises. Our system is molding and coaching and teaching the franchisors and their staff how to take that great leadership attribute and guide it into becoming a really great franchise leader. So we look for both. Great model, great leadership potential. And then we we can help them get there. We spend many months in that early stage just teaching and coaching and developing. And as we’re building out the different pieces so that by the time we launch, we have a franchisor and their team that are ready, willing and able to have a strong foundation to start adding franchises and then growing the proper way.

Rob Gandley: Exactly. So what a what a perfect answer. Anyone who’s listening, right, write some notes down because, uh, it is everything. Like you said, you can have a mediocre business model, uh, with good leadership and still and still do. Okay. So, yeah. Very important, very good. One word, three word. Answer whatever one you want.

Rick Grossmann: I teased you and started with the one word, and then it got got to be exactly.

Rob Gandley: So. So with that thought in mind, what do you think are the what would be those early pitfalls or common mistakes you see with a lot of those early emerging brands?

Rick Grossmann: Yeah. Well, I always say that you don’t know what you don’t know. Uh, as a franchisor, you might have a thriving business. You might even be a great leader. Um, but the franchise business is a very, uh, different business. And if you don’t have a coach or a consultant or somebody that’s with you that has, I would say, like climbing Mount Everest, you would never just go and climb Mount Everest by yourself. That would be suicide, right? But it’s surprising how many franchisors venture into the franchise waters by themselves. Um, if you’re trying to save money or trying to cut corners, don’t do it because you’re going to get into, uh, a highly competitive business. And if you don’t build the right foundation and get those those, uh, those early adopters on board properly and get them, uh, successful as soon as you can, you’re going to end up stuck. And there’s I call it the dirty little secret. Secret? I disappeared there for a minute. Um, the doldrums I talk about in Franchise Bible are getting stuck in that between 11 and 24 units. And that’s when usually, uh, if you don’t have strong validation from your franchisees, meaning they’re telling others and validating with potential franchisees that this is a great model, I’m doing well, then you’re you’re not going to sell more. And that’s 11, 12, 13 units isn’t really enough to, Uh, you know, keep the momentum going. And it certainly isn’t enough to live on and support your staff and become profitable.

Rick Grossmann: So I always say, be sure that you, uh, are getting help. If it’s not a company like mine, just make sure you get somebody with a strong track record that can help you along the way. Uh, because you’re getting into a brand new business. And even though it’s similar, you’re going to use your, your, your, uh, core business that you’re going to use as the franchise model. Uh, it’s totally different than than franchising and making sure all the elements are there for success. So that’s number one. And then I would also say, just make sure you have, uh, you and your team are committed to growing a business. I always say you can’t try franchising. You can’t dabble. Uh, it’s an expensive process. By the time you get through all the steps, uh, you can make your money back and more, which is great. Um, and you can actually, if you know what you’re doing, you can build budgets and, and get in, you know, kind of enter the franchise world and compete favorably. Um, which is one of the things we specialize in is helping people do that. But, uh, you need to make sure you have that, that core, um, belief system, uh, as a servant leader, too. You need to have that. And so those are my quick tips. Like, I, like you said, I could talk about that one element all day long. So.

Rob Gandley: Yeah. What are the common pitfalls? Exactly. There’s a lot of them, but there’s really one common one. And it just to kind of summarize it, you know, I know um, there was a little a little interruption there. You were talking about the dirty little secret and, um, just want to kind of have you fill that gap again. You were saying something. There was an interruption. I want to make sure the audience sees that or hears that. But you were you were getting into, you know, getting those first validators in place and doing it the right way. And and then you were talking about the dirty little secret. What was that? Just summarize that real quick again. And, uh, so the audience catches that.

Rick Grossmann: Sure. So you were talking about pitfalls. And, you know, one of those is. Selling to the wrong people and getting stuck in the doldrums, like I said. So you’re excited. Um, you have people that are interested and they have money in their hand, and you’ve just invested money to become a franchisor, and you want to start making money back, right? Yeah. Um, so people, one of the most common pitfalls I see when I’m trying to help a franchisor that’s already franchised is they’re struggling probably with the franchisees they awarded, uh, early in the process. And so you’ve got to make sure that those people are a good fit, a good match. They’re committed, they’re financially stable, all of those things. Uh, we help our clients with all of that. But the dirty little secret is that I think everybody that enters the franchise business thinks that people are going to line up, and they’re just going to be taking, uh, a whole, a whole, uh. List of people. And and there’s a reason for that. There’s a lot of reasons. But one is, as they’re starting to franchise people around them, their employees, their friends, their neighbors, family, everybody tells them that, oh, my gosh, that’s such a great thing. I’m going to I want one when I when you get franchise, I want one right. And then when they get their franchise disclosure document done and they go back to talk to those people, they all change their mind or their something’s up, or they don’t want to be the first ones or they don’t have money. And so here they stand with this, this great FTE that the attorney made, but they don’t have any buyers.

Rick Grossmann: And so then they get potentially desperate and they start looking for buyers and they start selling to the wrong people and then they get stuck and so. Right, um, that, that, that, that process is what gets them into the, into the doldrums where they, where they sit and then they start spending their money on ineffective marketing campaigns. Uh, or or methods that don’t work. Uh, and then they run out of money, unfortunately. So, um, you have to build it right from the very beginning, much like a system that’s franchised. Right? You’re going to create a system to be, uh, to onboard franchisees, to run that business, a mobile business, like a pet grooming or, uh, brick and mortar business, like a restaurant or something. And you’re going to teach them how to be a franchisee. And if you don’t know how to be a franchisee, you’re going to make you’re going to make probable mistakes. And so, um, the most important way to avoid pitfalls is to make sure you have somebody like a Sherpa. You know, we’re like a Sherpa that helps you up and down the mountain. If it’s not us, please get somebody else that knows what they’re doing. Yeah. Um, but, uh, that’s really the, the framework, making sure that they get off to a good start and they’re, they’re making good, you know, good choices along the way. Once you build that awesome franchise, or once you create that awesome foundation, you can grow. One of our clients we’ve worked with recently is game Day Men’s Health.

Rick Grossmann: And you can look them up online. They are growing and like gangbusters. Probably one of the most fast or I would say one of the fastest growing franchises in the history of franchising. And he follows the founder and CEO of that company. Evan just followed the system, and he’s a great leader. He had all the attributes, had a great model. And they they’re growing like crazy. So you have to commit to that process. And then you can you can enter the this is what I learned and this is what I teach our clients. You don’t have to have $1 million or $5 million in the bank. If you’ve got a good model and you have a commitment and good leadership and you know how to get there, you have the game plan. You can get there. You can enter the franchise world as a small company and grow to be a massive company and make, uh, you know, make a great living and hand it down to your legacy, down to your children, or sell it in the future. Whatever your goals are. But you don’t have to go out and raise venture capital and and try to try to enter the marketplace to become a franchisor. And that’s what’s exciting about it is a small business can turn into a great business, uh, through franchising, if you have the right game plan and you know where the on ramp is and you know how to grow the right way. But once you get on that freeway, it’s going fast and you have to do the right things. So that’s the exciting part.

Rob Gandley: Cool. Well, you know, that was extremely well said. And thank you for kind of recapping it and even going further. Uh, but just some key points to get you started really doing it right. So you can stay and grow and get, you know, to the, to the thresholds is like 100 units, right? Then it’s another, another game. But, um. All right. So in terms of your you’ve been in franchising quite a while and you’ve seen a lot. What do you think some of the biggest shifts are that we’re now seeing in 2025? What do you think some of the key shifts are now that you see, uh, that are affecting the success of, of the growth of a franchise or, uh.

Rick Grossmann: Yeah, the difference is that in the last, you know, three or 4 or 5 years have been technology. Um, we’ve, you know, the a potential franchisee is, you know, a husband and wife sitting at their kitchen table and they have an entrepreneurial bug, and they want to have their own business and have a little bit more control over their destiny. They’re the relatively the same, you know, motivators and inspiration that the buyer had 20 years ago. Right? And that people haven’t changed much. But and the reasons people want to buy a franchise haven’t changed much. The difference is the how we approach those folks. Um, you know, back when we didn’t have all of the, you know, call blockers and spam filters and things like that. So we were able to, uh, you know, get to people and present things to them in a different way. Uh, franchise expos were big back then, and there was a lot of them across the country. Um, and so that was a way that we could meet people face to face. We didn’t have zoom and things like that. So it was very personal. And as technology has, has entered the marketplace, uh, starting with websites and emails and things like that, online presentations and those things have changed the business. But the buyers are relatively the same. More tech savvy, obviously, but the if you can figure out how to keep your process personal.

Rick Grossmann: Um, and new technology implementation like, um, I of course is the buzzword these days. And, um, you know, things are speeding up with the advent and application of supercomputers and, and things like that. So we’re really seeing technology get, get to be kind of important to everybody. And that has changed the process. But we still want to make sure that we’re keeping the personal element there. This is a huge decision for a franchise buyer. Uh, imagine and put yourself in their shoes. You have a, like I said, a a young couple that’s sitting at their kitchen table where all the, all the, all the big decisions are made at the kitchen table, and they’re talking about starting a business, and they want the fast track. They don’t want to just start from scratch. They need, you know, they want entrepreneur, um, motivation. But they still have they still need some help. And that’s what franchise buyers look for. They look for the fast. The fast lane to get on and and build that business up quicker and more efficiently. And so imagine that they’re going to go out and get funding to buy a franchise. They’re going to put their life savings on the line. Maybe they’re getting a loan against their home. It’s a big decision and we can’t really shortcut it too much.

Rick Grossmann: Right. So we want to make sure that we’re using technology to make the humans more efficient. But we’re not eliminating the personal touch from the process because we need to make sure we’re building a relationship. And that’s one of the ways we work with our clients. We have a seven step process that we work with candidates with. And, um, and we know the brand inside and out because we built it with the franchise or we know the staff, we know the team, we know the motivators, we know all the different things that make that franchise special. And by doing that, we’re able to take a very personal approach with the candidates. And by learning about them, I call it it’s a mutual discovery process. So we’re learning about them and they’re learning about us, and we’re making sure that everybody’s agreeing with the onboarding of that franchisee on on our side. But we’re also making sure that the franchisee is made a very clear decision. And that way we’re that we have a much higher success rate overall. So it’s a big deal. Use technology, but don’t try to shortcut it. You know, don’t expect technology to do everything. And people are just going to show up, you know, with a signed franchise agreement and a check.

Rob Gandley: Right. Yeah. And just to dive a little deeper because this is where, you know, my background too, is, is really this idea again I and and where can it fit right now and exactly how should you look at it? Um, I think, you know, obviously, being an innovative franchisor is important to have a process for innovation. So you understand that you are leveraging the best. But but again, keeping in mind and looking through the framework of we got to keep it personal. It’s a personal business big decision for folks. And when they become part of the brand, it’s almost like a family, a network right, of business owners. So it’s a really big decision and it’s all about relationships. So but at the top of the funnel, I want to get your input on this. You know, one of the big problems that plague most businesses, even outside of franchising, but certainly inside of the idea of marketing a franchise opportunity, is the idea of managing the inbound, you know, response from your advertising. So there’s inbound lead flow, the inbound phone calls. And that is always been a problem for business owners, right.

Rob Gandley: Whether whoever they’re working with to do that. Then on the other side, how do you manage that lead flow. And this is where ICA being dropped in. Where it’s a nice balance, right? It can still add value. It can still communicate, um, and all of that. But then how do you see that? Like, you know, we both know that that can solve the response problem. But how do you continue to make sure there’s a personalization. Right. And do you agree like that’s uh, you know, again, a big problem is if I get 100 leads a month and I only respond to 70 within a day, and maybe I only connect with 30, that’s just not enough to get a result from the investment in the first place. So you need to almost talk to everybody if you could. Right? Get a yes or no from everybody. That’s one thing AI is good at because it can just work 24 over seven and beyond. But how do we balance that capability with that personalization. Like what are your thoughts on that.

Rick Grossmann: Yeah. Well and you know for the audience, you know, I’ve known you Rob for a long time and I can kind of, uh, validate for you a little bit. You know, you’ve been an innovator and a pioneer in the franchise space. Um, I asked you to write a section of the franchise Bible last time around for AI and Marketing and Technology. So you’ve been a pioneer in that. So anybody that’s really interested in that should definitely contact you and kind of help figure that out.

Rob Gandley: So I didn’t pay him for that folks. It’s a free. Yeah. Thanks, man.

Rick Grossmann: Yeah. Find somebody that knows what they’re doing. Um, yeah. So I, they did a study a number of years ago and I won’t quote, you know, exact numbers or even the the people that did the study because I don’t remember the details exactly. But the shocker was, is they they shopped a bunch of franchisors of all sizes, and they found that there was a very low follow up rate with leads. I mean, my goodness, the franchisor spends a lot of time and resources and money to become to get to that level where people are interested, and then they weren’t following up with people that were interested, which kind of makes you wonder what’s going on there. Um, so yes, you should be able to, uh, contact and touch every single lead. Uh, and it’s hard when you have hundreds or a hundred or or so leads. We with my, uh, travel franchise. We. That was in the early days of things like internet leads and portals and things like that. And we were getting three, 400 leads a month, and it was kind of mind boggling because me and my assistant, um, sales, uh, director were kind of going, you know, crazy trying to keep up with it. You know, some days we’d get 30 leads in a day, and it was just crazy. We didn’t know the difference between good ones and bad ones. Um, and so we had to create some, some technologies and some things to kind of manage the funnel.

Rick Grossmann: But we did touch every single lead. Uh, and it was it resulted in, you know, consistent growth over years. Uh, and that was really important. So, uh, the idea now is using AI, and I’m not speaking as an AI expert, but we do, uh, working with you and, and working through some different some things, but and it makes you more efficient. So every single lead should get some kind of contact and I can help with that. And then it helps you, you know, develop a funnel that can bring the serious interested people, uh, through a process of your present, your online presentation and follow up meetings and things like that. So it can be, uh, still a personal touch. Um, but definitely it can help you build those, you know, those steps and things. But if you’re getting so many leads that you can’t communicate with them, get less leads. Uh, this is important. You have to be able to make sure that you’re interviewing them as much as they’re interviewing you. We’re not just selling a commodity. You know, they’re not going to sign up and buy something and go away. They’re going to be I hate to use the word partner, because that kind of brings up different things in your mind, but it’s not a partnership. They’re a franchisee is 100% owner of their own business, but you are connected through that franchise agreement for a period of time. Um, preferably a long period of time if they’re doing well and you need to be able to work with these people and inspire them and make sure they’re on the growth track and meeting their goals and KPIs because they’re putting their life on the line for you as a franchisee, and you need to make sure that they’re happy.

Rick Grossmann: I always say happy franchisees make more money and that they’re being successful. They’re they’re, uh, living the life they want. It’s not about you. Uh, if you really investigate. And in my book, we talk about the upside down pyramid as a servant leader model, you’re at the bottom. You’re not at the top, You know, as a franchisor, you’re not the boss. What I’ve learned in business is the people that pay you are your customers, and you work for them. And so you’re the franchisees are paying you as a franchisor, which means you work for them and your team works for them. And every morning you should wake up and try to figure out how you’re going to help them and help help them make more money. Take obstacles out of their way and grow. Um, if you’re in it just to make money off a bunch of people, don’t do it. But be very creative. Be very creative and very focused on your your lead flow, and make sure you’re giving them the personal touch they need, but also that you’re learning about who they are and what they’re doing.

Rob Gandley: You know, I have a long list of questions and you’ve answered, like almost all of them, I love it. I love your answers are very detailed.

Rick Grossmann: I’m glad my kids don’t like it because they they get tired of my answers.

Rob Gandley: Yeah, yeah, they’re they’re very detailed. And you’re always right, dad. Um, but anyway, so, so coaching and mentorship though I wanted to kind of just jump into that idea because it’s a big part of, as you say, being a Sherpa, uh, franchise Bible coach. And, um, what in this tech forward world that we now have and of course, AI is part of that. But long before I was talked about, we had social media and we have, you know, search engines and we have this we have that, right. So there’s a lot to kind of understand. Uh, but how does coaching and mentorship play a role in understanding technologies and where they play and how they can help the brand scale and things like that? How do you try to approach that?

Rick Grossmann: Um, sure. So, you know, the important thing is, uh, like I said at the beginning, and this is not an insult because it’s just the fact. I mean, if I was learning how to fly an airplane, I would start knowing very little, right? And so the point of going to flight school is learning how to do it well. Um, because it’s it’s dangerous if you don’t. And same thing with the franchise system. Um, make sure you’re getting some help in that area, because it’s important that you try to limit your mistakes and, and see where the opportunities are and walk through the right doors, just like a franchisee. The reason they’re buying a franchise is so they don’t have to go out and figure out everything. And with with technology and it and it it changes by the day now. Um, you know, I think there was a study years ago that said that every their technology doubled every 18 months or something like that. And now it’s down to probably six months or three months. There’s so much innovation. Um, and we can get lost in it, believe me. And remember what you do. You operate a franchise company. Don’t go spend, you know, $1 million. I, we sometimes we jump in and help existing franchises that are already franchised and try to help them fix things that that they didn’t maybe do the right way in the first place. And we do help. Um, and one one of our clients had spent, uh, almost $1 million. Uh, over the years on trying to create this massive, uh, great technology platform for their franchisees and for what? When we did the evaluation at 65 franchisees, we did the evaluation.

Rick Grossmann: We found out that, uh, their franchisees didn’t even use the technology for the most part. And and they ended up and we had to say to them, are you in the technology business or are you in the franchise business? So don’t get, uh, you know, chase a wild goose chase. Stay on the on your focus. I sell franchises to people to help them build successful businesses. And I going I’m going to support them in that process. And that’s what you do every day. And there’s going to be a lot of, you know, shiny objects that come with technology, get somebody that knows well what to do in that tech space like you Rob. And then make sure that you’re building the proper way and you don’t start chasing things that are expensive and unnecessary. Um, and then you’re you’re on, you’re on good, you know, good footing at that point. So, um, make sure you’re, you’re getting some help because it’s, uh, and what I mean, and by the way, that doesn’t mean that, you know, the five emails you get every day that offer some new shiny thing. That’s not what I’m talking about. Do your research. Um, you know, search on ChatGPT can’t say it. Chatgpt or or the internet. And most important, talk to people that you trust, uh, your franchise attorney. Or if you’re not there yet, um, you know, somebody in the business that knows what they’re doing but just don’t get, you know, don’t go crazy with it. Just focus on on getting help. And of course, you can always call us and we’ll help as well.

Rob Gandley: That’s beautiful. That’s beautiful. So as we you’ve really unpacked a lot of amazing advice. I really anyone who’s thinking about getting into franchising or in the early anywhere really, but certainly in the emerging stages. Uh, listen very carefully. Uh, these are really critical things. But to that end, I was wondering if we could maybe summarize the top three growth principles right, if we could, you know, give give the audience something to work with there. Uh, maybe a summary of what you’ve already said a little bit, I’m sure. But what if you could boil it down, what would be like three things that, uh, you would zero in on for for growth principles to really think about?

Rick Grossmann: Yeah. Um, sure. So if you have a good, great business and you want to. And by the way, I say good to great because you can have a really good business. And what we do in our process is we help bring out the greatness in that model, um, as if it has the potential And we can help identify if somebody comes to us and they don’t know if they should franchise, we’ll help them. And if it’s a no or if it’s like, well, you need to work with one of our coaches for a while to kind of, you know, fine tune it, make it stronger and get ready for franchising. We’re not, you know, like you’re selective with your franchisees. We’re we’re very selective with our franchise or clients. Um, that’s why we only work with a small group at a time. But, uh, you can contact us, and we’re not going to pressure you into anything. We don’t want to push somebody into franchising because it’s a you have to have the right stuff. Um, but as far as three things, I would say servant leadership is number one. Do you have a model and a track record for for giving and not taking as much in your business model? Um, and you really care. That’s that’s probably the number one thing. Secondly, I would say, you know, you’ve got to have a model that really does work. It doesn’t. You know, some people think, well, I can’t sell ice cream in the winter in the north, and that’s not true.

Rick Grossmann: We’ve worked with several, you know, frozen dessert franchises over the years. And people do buy ice cream as long as they make kids that are that are, you know, want to be treated to something, they’re going to sell ice cream. Uh, one of our past clients opened their franchise in Colorado in, uh, I think it was February, January or February, and they were out there spinning their sign. And, you know, you know, it was probably 18 degrees and snowing sideways. So, um, you know, don’t worry about stuff like that. We can help you with that. Uh, or a coach or consultant can help you with that. Uh, just think about is your business, uh, a good business that somebody can learn in a relatively short time? You know, you can’t have a franchisee sign up and be in training full time for six months. Uh, they have to be able to fit it into their life. Make the transition and implement it in such a way that they can learn it, and you’re going to support them along the way. But if you need a doctorate degree, you’re going to narrow it down to. People that have doctorates. Nobody’s going to sign up and get their doctorate. Right. Um, so that’s the second thing. And I would say probably the third thing is. Um, being able to budget and and really commit to it because like I said at the beginning, you can’t try franchising.

Rick Grossmann: Um, and that’s something that we can help you with in the early stages. And it doesn’t cost anything to help you figure that out. Yeah. We want to make sure we’re doing our due diligence and helping as well. But, um, make sure that you’re really willing to start a new business. And I say that in the book. You’re you’re starting a whole new business. It’ll have the familiarity of your brand the way it is today, because that’s the product, um, and your service and your support is the product. If you’ve been thinking, you know, I’ve been running this, this business locally here for years and years and years, and I’ve been growing a little bit every year. And I’m making good money today. But where is it going to go in the next five years? Ten years? Are you just going to work all the way to the end and then what? Right. What’s your retirement plan? Small business owners are and myself included, just work, work, work. And you don’t think about the future, right? Retirement plan is is kind of a foreign thing. You don’t have a 401 K that your company provides and all that good stuff. But what’s your think about what’s your exit plan and where do you go at the end. And some people think, well, I’m going to sell my business for $5 million and go buy a bungalow on the beach. This and we’ve been a part of selling existing businesses, and it’s not as easy as you might think.

Rick Grossmann: Finding a qualified buyer that’s willing to pay you. What? What you think it’s worth, uh, and and looking at that, the process of that and paying a commission to somebody that helps you sell it. It’s really not as fruitful as most people think. Um, but you can invest, uh, now to build a model that will, you know, people, people in other markets will pay you a franchise fee and royalties in perpetuity, and then you really have something that grows in the if you decide to sell the franchise company down the road, it’ll be worth a lot more. The the multiple on the sale of a franchise company is much higher, much higher than a small business. And so you can build in a golden parachute retirement plan into your, uh, your life. If you have a great business that people will will be interested in in other markets, both customers and operators. So, uh, you know, think of those things, uh, as a kind of a checklist. Oh, by the way, on our website at franchise.com, we have a franchise readiness assessment. It’s free and it only takes you about five minutes. And we’re looking for some key things. And we’re learning about you as well. And then what we do is we offer a free consultation that shows the findings of that assessment. And then we kind of go over the features, advantages and benefits to our system and how it works. And again, we never have to pressure people if it’s something that people are thinking about.

Rick Grossmann: That’s a really easy way to kind of test it out a little bit. Uh, as well. And we use the principles of Franchise Bible as some of our foundational programs. And so I would say make sure you’re ready. And, uh, the good news is, is it’s very fruitful. I was a franchisor of two of my own brands. And when you’re on stage looking out at your franchisees and, uh, seeing them smile and realize their dreams, uh, I remember a grown man standing up and crying at one of our conventions because he was realizing his dreams through a business model he loved and making his dreams come true. And I can tell you a hundred stories like that. Yeah. Amazing. And that was my favorite thing. Uh, the annual convention is just, you know, it’s kind of like the big celebration for the year, and it’s just, uh, everybody gets together. Uh, you’re enfranchising you’re all on the same team, but you’re rarely on the playing field together, right? Because you’re out running your businesses. And so it’s really fun to get everybody together. So, um, you know, it’s it’s a great I think, of course, I’m a little bit, uh, partial, but it’s the greatest franchise expansion. I’m sorry. It’s the greatest business expansion model in history. Uh, and it’s really, uh, created some incredible opportunities for people to have an on ramp into business ownership without doing it by themselves.

Rob Gandley: Totally agree. And that’s why we do these shows because of that, those types of things. Right. The really is fun to watch people transform their lives. Brands expand doing good work, doing the work they do, but also contributing to the communities around them. It’s just a great a great thing to see. It’s, it’s it’s a really giving mine. I love that you led with servant leadership. And that’s a big part of my belief too, and learned a lot of that from you. And so but it’s definitely it’s so key and such a good thing to look for. So I just want to wrap us up, I know we’re coming to the top of the hour. Um, I wanted to give you one last, uh, close out if there’s anything else you wanted to share. And this maybe again, the website, you mentioned it just briefly there, but maybe the website. Share anything else you wanted to share with the audience?

Rick Grossmann: Yeah. Yes. Thank you. Uh, as I said, franchise Bible coach comm, uh, we have some a lot of good resources there. Uh, I write for entrepreneur magazine, uh, as well, and our book is published by Entrepreneur Press. And get it on Amazon. You can get it at entrepreneur.com. Um, and you know, one thing that I’m extremely proud of as our team. If you go to our our team page, you’ll see, um, some, some of the most incredible people in franchising. And we all believe in servant leadership. And, um, we’ve been really blessed to be able to bring this team together. And most importantly, we’re all here to help you build a successful franchise company. Uh, or if you’re a franchise candidate, we’re there to help you choose the right franchise and then get the financing and get the site selection help and get the help you need to grow. So, uh, that would be something worthwhile looking at. And, uh, we’re here and, you know, one last plug for for Rob, if you’re interested in anything, technology wise or marketing wise, you got to call and do a consultation with Rob.

Rob Gandley: I appreciate it, man. I gotta have you on more often. Yeah. So no, no, we will do more. We’ve done more in the past. I know we have. So but I love I love these conversations. I always learn from them. I learned a tremendous amount working with you over the years and the book is amazing. Franchise Bible or franchise? The franchise Bible? Um, it really is. I mean, if you read it and understood it all, then you would definitely be on a better path. Uh, so, so good start. That would be a good place to start. But thank you again, Rick, for your insights.

Rick Grossmann: Your I’m sorry to interrupt you, but before we close. My co author is Michael Katz and he’s one of the, uh, I think the best franchise attorney in the world. Um, but, uh, he might he might differ because he’s a very humble guy, but he, um, he works with our clients, and, uh, the the legal side is also unpacked in franchise Bible. And so Michael gives, you know, the fundamentals of every single section of the franchise documents and everything else. So we use it as a textbook. Actually, there’s a couple of colleges that are using it as a textbook and started franchise classes. So we’re excited about that. But Michael is wonderful as well. So, um. Definitely keep him in mind.

Rob Gandley: Absolutely. Yeah. And that part of the business is very important. It’s one of the things that protects the industry and makes gives it the integrity it has. And, uh, but it’s also a very important part of the offer. Right. And understanding how to, how to share the opportunity. And it’s there’s a lot of ins and outs to that. So it’s not as straightforward as you might think. And he is he’s a brilliant guy. So I can vouch for that I appreciate it. Thanks again Rick I appreciate your time today. Thanks. Thank, thank the audience for tuning in. And and we’ll, uh, please share the show if you enjoyed it. And we look forward to you on the next episode of Franchise Marketing Radio. Bye for now.

Rick Grossmann: Bye, everybody.

 

Tagged With: Franchise Bible Coach

BRX Pro Tip: Your Customers Are More Important Than Your Business

April 10, 2025 by angishields

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BRX Pro Tip: Your Customers Are More Important Than Your Business

Stone Payton: Welcome back to Business RadioX Pro Tips. Stone Payton and Lee Kantor here with you. Lee, I never have really subscribed to the “customer is always right,” but boy, the customers really are, they’re the thing, they’re the most important part of the equation, aren’t they?

Lee Kantor: Yeah, I think this is an area where people tend to forget that without your customers, you don’t have a business. And people who elevate their business ahead of their customers don’t usually kind of succeed over any length of time. But it’s easy to think of your business as the most important thing, because that’s what you’re pouring your heart into, your time, your energy into building. So, that’s all you’re thinking about is my business, my business, my business.

Lee Kantor: But the truth of the matter is that your business only exists because of your customers. It’s not the other way around. Every product you create, every service you offer, it’s all about solving the problems of your clients, meeting their needs, adding more value to them and their lives. So, when you prioritize your customers, it forces you to stay agile, and nimble, and adaptable, and to kind of keep staying ahead of them, and being ahead of the curve because you’re always kind of locked into what would make them better, what do they need next, so you can figure out ways to deliver it. So, yeah, your business is important, but your customers are more important. So, just think about more and more ways to serve them, to help them get the outcome they desire. And if you do that well, then they will become customers for life.

BRX Pro Tip: 3 Steps for an Effective Sales Story

April 9, 2025 by angishields

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Stone Payton: Welcome back to Business RadioX Pro Tips. Lee Kantor and Stone Payton here with you. You know, Lee, story is at the heart of our business. We give so many people an opportunity to share their story and promote their work. How do you capture build an effective sales story?

Lee Kantor: Yeah, I think every salesperson, every professional service provider, every business coach should have sales stories at the ready for pretty much any scenario, or objection, or any type of outcome a potential client has. So, how do you create and craft a sales story that not only is easy for you to remember but also is going to resonate and help that client choose you?

Lee Kantor: So, a powerful sales story has certain kind of structure and elements. And the best stories, think about it just from your own childhood, the stories that pull you in, they create some sort of urgency. And in business, it’s going to make working with you feel like the obvious next step. So, here’s how I recommend structuring a sales story.

Lee Kantor: Number one, start with some sort of a bold statement, a question, an unexpected fact that gets your prospect’s attention. Then, from there, the goal is to make them be curious. Make them want to hear how it ends. What’s the next step? What happens next? So, then, it has to be engaging and compelling enough to ask them, you know, tell me more kind of thing.

Lee Kantor: Number two is you want to take your prospect into that struggle, and the challenge, and the pain points that they have to really feel the pain and understand the stakes. If they don’t feel that there was stakes or that the challenge was too hard, then they’re kind of going to lose interest. So, you got to make them feel it. The more relatable, and vivid, and the more powerful the emotional pull is, that’s when people buy something because they feel something, and they don’t want to feel that pain, and they want to get that win. So, it’s important to make the story kind of vivid in that manner because if they see themselves in this kind of struggle, they’ll also want that same kind of transformation you were able to make with the person in the story.

Lee Kantor: And then, finally, you want to kind of bring it home. You want to have an outcome that really change somebody. Like, it made a difference. The work mattered. You were able to help someone get solve a problem or alleviate a pain. So, you want to finish the story with that, “Oh, that makes perfect sense. That’s how it all came together. Wow.” And make them feel that kind of sense of awe. Like, “Wow, that was great that they were able to get that transformation. I want that same transformation.” And you want them to have some natural call to action that makes them go, “Wow, this is exactly what I need. How do I get some of that?” So, remember, people buy results. They don’t buy services. So, you got to be able to take whatever your service is and transform it into an actionable result that they can see come alive in your story.

Women in Health: Discover the Healing Magic of the Kinect Method

April 8, 2025 by angishields

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In this episode of Women in Motion, host Lee Kantor interviews Angie Wong, founder of Myo Evolution / Kinect, focusing on women’s health through myofascial release therapy. Angie explains the significance of fascia in physical and emotional well-being and introduces her Kinect Method for self-massage to alleviate pain. She shares her journey from athlete to healer, emphasizing the mind-body connection. The episode also highlights Angie’s involvement in the WBEC-West community and her innovative trigger point active release brace. Listeners gain insights into accessible self-care techniques and the importance of community support in healing.

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Angie-WongAngie Wong is an entrepreneur, life coach and innovative mind behind The Kinect Method, a transformational program that seamlessly integrates trigger point therapy, active release and myofascial release techniques.

Her background as a myofascial release specialist for over 22 years has inspired her to build a holistic wellness program and became a highly sought out after massage therapist. Recognized as one of the top myofascial release specialists in Los Angeles. Angie has dedicated her career to empowering others to overcome physical and emotional barriers, unlocking their full potential for wellness and vitality. She runs her private practice, Myo Evolution and the inventor of a revolutionary active release brace called, On PAR which will be launched in 2025.

With a rich intuitive gift, her holistic approach to healing addresses the interconnectedness of mind, body and spirit, guiding clients toward physical and emotional breakthroughs. Angie’s expertise extends beyond her private practice, as she has worked with some of the most notable names in Hollywood, the music industry, dancers, professional athletes and artists.

As a dynamic speaker, Angie shares her insights on healing trauma through somatic work, the profound connection between the mind body connection and how emotional patterns shape our relational interactions and self perception. She has inspired others through her engaging, transformative facilitation through workshops and corporate events.

Driven by her passion for healing and her commitment to excellence, with over two decades of experience in the industry, Angie has positively impacted the lives of thousands, guiding them toward optimal health and well being through her energy healing and transformative approach.

Connect with Angie on LinkedIn.

Music Provided by M PATH MUSIC

Transcript-iconThis transcript is machine transcribed by Sonix

 

TRANSCRIPT

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

Lee Kantor: Lee Kantor here. Another episode of Women in Motion. And this is going to be a good one. But before we get started, it’s important to recognize our sponsor, WBEC-West. Without them, we couldn’t be sharing these important stories.

Lee Kantor: This month we’re highlighting women in Health, and I am so excited to be talking to my next guest, Angie Wong. She is the creator and founder of Myo Evolution Kinect. Welcome.

Angie Wong : Hi, Lee. Thank you so much for having me.

Lee Kantor: Well, I am so excited to learn about what you’re up to. Tell us about Myo Evolution Kinect. How are you serving folks?

Angie Wong : Yeah. So basically, Myo Evolution is my private practice. I specialize in a modality, massage modality called myofascial release. And what that pretty much does is it addresses the connective tissue of the fascia, which is a lot of people may not know, but it interweaves throughout the entirety of our musculoskeletal system, our nerves, our organs, and pretty much the entire body.

Angie Wong : So, a lot of times when people feel physical pain, it has a lot to do with the fascia, more so than muscular. And how that interweaves with our emotions is that a lot of times, energy and emotions also can get trapped in the fascia. So that, yeah, that leads to Kinect, which is what evolved through the years of working on people’s bodies. I realized how that mind-body connection was so tied in, and really empowering people on how to literally connect with themselves on a deeper level, to address their own physical pain and learn how to release it using these self-massage tools. And yeah, it’s pretty much how it all came to life.

Lee Kantor: Now, for the layperson who obviously doesn’t know this as well as you know this, like so we have a skeleton, we have our organs in there somewhere, but then there’s the layer of muscles and then this fascia is, are they touching the muscles or are they holding the muscles to the bones. Like, how does everything kind of connect together?

Angie Wong : Yeah, it’s pretty much literally everything all the above that you said. So, the fascia goes through each muscle fiber and then it actually also covers the entire sheath of the muscle, which then of course from the muscle you have the tendon or the ligament which then attaches to the bone. So, the fascia is like the – like – it’s like a spider web. It literally runs throughout the entire system. So –

Lee Kantor: What’s its job? Like, what is – why is it there?

Angie Wong : Yeah. It basically keeps everything together. It’s like the glue ultimately. And so, a lot of times when we have muscle imbalances or injuries, what happens is that the – think of a sheet of paper. And if it’s initially flat and there’s no wrinkles or creases on it when we crumple it, now there’s right – there’s a – it’s not flat anymore. And so even if you flatten it out, the creases are still there. That’s basically what starts to happen throughout our body is that, you know, any time we injure it or hit it or move out of alignment, it starts to kind of restructure. And so, therefore, it literally has a lot to do with our posture and how our structural imbalances start to show.

Lee Kantor: So, what are kind of some of the symptoms you might be having that maybe you’ve just kind of it’s evolved to the point where you don’t notice, like you’re in a weird position or your posture is out of whack? Like, what are some of the symptoms that you might be feeling that might inspire someone to go see you or somebody that does work like you?

Angie Wong : Yeah, absolutely. So a lot of times, many of my clients have expressed that they’ve done the traditional, you know, PT, acupressure or like acupuncture, chiropractic care or stretching, and they’re faced with very limited results. So, they may have some relief. But then ultimately, it’s something that they find themselves dealing with now chronically for years. You know, they’re noticing that their chest and their shoulders are rounded and no matter what they do, it doesn’t really change. And it’s because we haven’t changed the structure of the fascia.

Angie Wong : And then even in the way that people are moving, for example, in their physical activity or on a day-to-day basis, the level of their body awareness and how they are aligned, it’s ultimately out of alignment so it continues to reinforce these very postures. And so that’s why, yeah, people experience pain, you know, or sometimes they just literally feel, and they’ve expressed this too, “I feel twisted, like something’s not right, something’s off.” And that’s literally the fascia that’s put them in a bind.

Lee Kantor: And it’ll stay in that way until something causes it not to be in that way. Is that correct?

Angie Wong : Absolutely. And that’s literally why I created the Kinect Method, because at the end of the day, no matter how often, and I find this that most people don’t really go to get massages often. They’ll say like once a month. And that’s really – I mean, yes, something is better than nothing. But the truth of the matter is we move on a daily basis, which means that self-care and these types of practices should really be done on a daily basis as much as possible to maintain the integrity of our body and for us to feel good, you know, in the long, in the long run. And so, the Kinect Method is a self-massage practice that people can do that’s more sustainable and maintainable throughout their life.

Lee Kantor: So, they can do it themselves. They don’t have to hire a professional to do it to them.

Angie Wong : Correct. I mean, the goal is that, you know, no matter what, even me as a massage therapist, I do this on a regular basis and I still do get massages because it’s kind of like the 80-20 rule. If we’re able to do 80% of the self-care and maintenance, then, you know, that 20% there’s definitely going to be parts that we cannot do ourselves no matter what. So at the very least, it would save people a lot of pain down the line, as well as prevent injuries or even avoid surgeries for that matter.

Lee Kantor: Now, is there anything you could share with the listeners right now that they can do themselves just while listening? Is there anything –

Angie Wong : Yeah, absolutely. Let’s – yeah. I love these improvised – you know, it’s great. So, if you were to ball your hand in a fist and use the knuckles, the front knuckles, or you could do honestly either or, but I typically would use the front knuckles of my fingers. And you could literally – you’re going to press it along your jaw. So for those of you who have TMJ issues. Typically, if you’re not sure where to massage, you’re going to clench your jaw really quick and you can feel that little muscle protruding out. So that’s the spot you want to hit. That’s the trigger point. And so if you just slightly gently, I say sink your knuckles into that spot and then just move up and down a little bit gently. Right?

Angie Wong : This way it’s not so aggressive, because a lot of times people use these types of tools and they just get in there, which I get the idea. It’s like, “Oh, God, I’m in so much pain. Just get in there and dig it out of me.” But, you know, we really want to be gentle because we don’t want to overstimulate the nerves or make the body feel like it’s in fight or flight.

Angie Wong : So, Lee, are you doing this with me, by the way?

Lee Kantor: I did it for a while while you were talking.

Angie Wong : Okay. Great.

Lee Kantor: But I didn’t want – I don’t want to make any –

Angie Wong : Good. How did that –

Lee Kantor: No. I noticed that – like, I definitely felt something. And it was funny that you said, don’t do it too hard because my instinct was to do it too hard. That was my first move, was, well, you got to, like you said, dig in there. If you’re going to do it, do it right. But you’re saying that you’re going to get better results if you’re gentler.

Angie Wong : Yes, it’s true because, see, because of the fact that there are all these nerve endings that are clearly intertwined with all the muscles, you can aggravate something. That’s why sometimes you’ve – some, some of you may experience where you’ve got a really nice deep tissue massage and in the moment it felt really good or maybe you were also doing a self-massage technique with the lacrosse ball on yourself and you’re just getting in there, and then the next day you’re like, “Oh, my God, wait a minute. Now I’m like, not just sore.” Soreness is natural. That can happen. But it’s like to the point where you’re like, “I can barely move my shoulder,” or like whatever area. It’s like it’s very swollen. And so, that’s the thing. You’re basically injuring your body.

Angie Wong : So, that’s why it’s a technique. It’s not just about go in and dig in and go as hard as you can. I mean, anyone can do that. So as a professional, there’s a way that we approach the body so that the body feels safe and it can receive even deeper pressure for those of you who don’t like pain and are like, “Oh, God, I hate deep tissue massages because,” that’s the reason, they may have had an experience where it was just way too aggressive.

Lee Kantor: Now, what about things like foam rollers? Or I have a foam roller. I have three foam rollers. One is kind of softer, one is kind of hard, and one has kind of bumps on it. Like, is that play into what you’re teaching?

Angie Wong : Absolutely. And the distinction between how I teach it is if you were to watch most foam rolling videos and in the way that you see people at the gym, for example, as well using the foam rollers, they’re literally rolling up and down, back and forth, back and forth. And see, the concern I have about it is that, first of all, when you’re engaged and moving that fast, there is absolutely no way your muscles are actually relaxing.

Angie Wong : So, how is it even effective to release tension when you yourself are tense the entire time, right? So you may feel the pain and you go, “Oh, gosh, it hurts.” Okay, maybe it’s working, but you don’t really see the results and the effectiveness of it.

Angie Wong : So, the way that I teach it that makes it different is that I really teach you to slow down using your body weight and your breath as a way to ease into it so that you can go a little deeper. And then once you’re in, I use these intuitive movements, just like I demonstrated with the fist. Right? And just very slowly rolling up and down. And so, you’ll actually feel relief. If you can, I would invite you to retry that, re-attempt that again. This time, just dig your knuckle in, find that tender spot, and just press ever so like – you know, you can still sink in there, but when you’re going up and down, it’s very like precise and focused on that one spot.

Lee Kantor: Now, when you’re doing it, are you going up and down then removing your hand and then going up and down again, or are you going up then down, back and forth?

Angie Wong : Yeah. So I basically – it’s like I’m sunken into that one spot and it’s more of like, I’ll go up, down, left, right, like a little almost even circular motions is okay. And sometimes I’ll even leave, like, for example, you can leave your knuckles there on that spot and then slowly open your jaw. And when you open your jaw, you can literally feel how the muscle is isolated. And that’s what I would call then a stretch. That’s an active release.

Lee Kantor: And then how long should you do one given spot like that?

Angie Wong : Yeah, I’d say it’s pretty intuitive. Typically, they say about two to three minutes. But, you know, sometimes you’re in a spot that’s just so wound up that, you know, even if you stay there for five minutes, intuitively you would know because you’d be like either thinking in your head, “Okay, when am I? When do I move?” That’s that’s probably a good sign right there. Or, you know, or you might feel like, okay, it’s a little bit too tender now. Like, now I can move along. But yeah, I would say the rule of thumb would be about two to three minutes.

Lee Kantor: Now, you’ve used the word release. I don’t know if you mentioned active release or the myofascial release. Like, is there – that connotes to me like some sort of something’s going to happen, like does something dramatically happen that when you have released something, or is it something more subtle than that?

Angie Wong : Absolutely. Well, it can be subtle and it definitely can be pretty dramatic. It just really depends on the person and the body part. So when I say release, typically what happens is, I would say, it releases the hold that it has on that specific area. So, a lot of times people once they release a trigger point, they would actually experience increased mobility. Sometimes this is whether it’s subtle or dramatic. Sometimes people literally have an emotional release. They start to cry, you know. And it’s not always crying. Some people will laugh. Everyone has a different response.

Angie Wong : The body is very wise. There’s this book, The Body Keeps the Score, and it talks about how events and emotions get – like the body remembers ultimately throughout our entire life. And, you know, in the mind when we are constantly doing, doing, doing, it’s very hard for us to keep track of like what we did sometimes, even just yesterday. So, you can only imagine all the times that you forgot, the times that you were upset or angry or hurt or sad, and all the things in between.

Angie Wong : So, sometimes what happens is someone will hit a spot and all of a sudden either, you know, sometimes a memory will come up or again an emotion, and then whatever happens happens. And I always tell the client, “Hey, there’s nothing wrong with you and there’s nothing wrong with this emotion. It’s just needing to become, you know, to be – come to the surface and addressed. And then now we can really let that go.” So, yeah.

Lee Kantor: Now, how did you – what was your journey to this spot you’re at now? Like, were you always interested in this growing up and then, you know, started doing it and then just got into it more and more? Like, how did you get to where you are? Because obviously you’re kind of at the top of your field here.

Angie Wong : Yeah. Thank you. So, I pretty much started off as an athlete. I played soccer. So, as you can imagine, there’s a lot of running, a lot of tournaments, and a lot of tension and injuries. So, I did have a natural ability with my teammates. When we would trade massages, they would always compliment how well they felt. And naturally, I also have a deep desire to help others. And so, I figured, hey, you know, this would be a great skill to have no matter what I end up doing in my life. I love massage myself. And so, I decided to get certified.

Angie Wong : And it started off very innocent in a way where when I opened my practice, I was supporting people obviously with a lot of aches and pains. And then in my own personal journey through transformational work, I started to become aware of my emotional wounds and where they rooted from, you know, ultimately from childhood. And then I realized, oh, my gosh, the mind-body connection is so real. Like, I always believed in it. But now it really clicked for me and I understood why.

Angie Wong : So, you know, and people would come in and I could just tell. I could feel their energy. I could feel the heaviness and the stress and just, you know, I mean, life is not easy. And we’re all navigating through some really challenging times and have a lot of responsibilities and a lot of events that have happened to us.

Angie Wong : And so, through the sensitivity and intuition of all of that is what evolved into me becoming a life coach to supporting people on an emotional level as well as a physical because they are connected. And again, that’s really how Kinect was born, because I go – you know, so many people are riddled with pain and whether it’s physical or emotional and both, and I really have this calling to empower people to learn this skill, because it is just so fulfilling to have on their own. I mean, pain comes in the most inconvenient times, in the middle of the night, when you’re traveling. And so if you have the skill, then you’re able to at least self-soothe and support yourself in the long run.

Lee Kantor: Now, do you remember the first time that you were working on someone and all of a sudden they had some dramatic release and you were like, wow, I’m doing this like I’m really making an impact. It must have been a little startling, I would imagine, the first time.

Angie Wong : Yeah. You know, interestingly enough, it’s funny when obviously I was a rookie and I didn’t have my practice yet, I was still working for other places like, you know, hotels and spas and different types of settings, and people would always give me just such great reviews. They’d be like, “Oh, my gosh, you know, this is like the best I’ve ever had.” And I’m thinking to myself, really? Like, are you just being nice to me? Or because, I mean, it’s a massage. Maybe that’s why – you know, who wouldn’t like it? But they tell me like, no, I literally would have some really bad experiences, whether they got injured from the massage or it felt like there was no difference.

Angie Wong : And one day, you know, I was basically, I mean, first of all, through all that feedback, I still was like, I don’t know, I’m not, I’m not sure if I really have something. I mean, I do hear this often, but maybe I just didn’t believe in myself enough at the time. But one day someone said to me, “You know, you are more than just a massage therapist. You are literally a healer.” And I was like, wow, that is like – that’s a first. And that really landed for me in a way that man, maybe all these people that were giving me this feedback were really being truthful, and I can really lean into that and own that myself.

Angie Wong : That’s really actually part of my own healing is, you know, sometimes we question our own abilities, our own gifts, and until we are able to own it. And I say this in the most humblest way because I’m always a student before I am a teacher or a master or anything of that nature. But it really just gave me such a humbling experience to hear that, and like you said, the impact that I was able to make for these people.

Angie Wong : And so, yeah, it really is my life’s work. I am so grateful to have this as a way to connect with people and make a difference in their lives.

Lee Kantor: Now, why was it important for you to become part of the WBEC-West community? What were you hoping to get out of it and what have you gotten out of it?

Angie Wong : Yeah, well, as an entrepreneur, woman entrepreneur, that is, and, you know, I’m Asian, and I’m also part of the LGBT community, there’s so many layers of being a woman and a business owner that I am just always inspired to learn from other powerful women who have achieved and accomplished things. I love to learn. I am just a – literally, I’m so passionate about learning and meeting like-minded people and this organization has been nothing short but amazing.

Angie Wong : I’m so grateful that it was brought into my radar by another member who is also an incredible woman, Wendy Close; I just want to throw her name out just because I love her. And I just felt like, yes, it was a natural, an easy yes for me. And like I said, I definitely don’t regret that decision.

Lee Kantor: Now, you have a new invention. Can you talk a little bit about that before we wrap up?

Angie Wong : Yeah. Thank you so much for asking. So, I created a – it’s a trigger point active release brace. So what that means is this particular brace is worn on the forearm because, like me, I have – as a massage therapist, right, I have clearly very tight forearms because of all the work that I do, on top of working out and just daily usage of my hands. So I thought to myself, oh, my gosh, I need something that can release this tension that’s constantly like squeezing me. So, I had that aha moment and I figured how many other people experienced forearm pain? People who are typing on the computer all the time. So, anyway, you wear this brace and it has these trigger points. So when you actively move throughout the day you are literally getting a massage.

Angie Wong : Yeah. So, I’m excited to launch that very soon. We are in the prototyping and fundraising stage, but it’s definitely a vision that I’m very, very passionate about, which I know that will help hopefully millions of people as well.

Lee Kantor: And your work, it can be obviously experienced, you know, one-on-one with you. Are there other ways that people can at least sample what you’re talking about? Are there videos or are there other types of thought leadership that you share with people who aren’t, you know, physically around you?

Angie Wong : Absolutely, yes. So, I do have a YouTube channel. It’s Kinecttoheal. And I do have a bunch of different videos on different body parts on how to self-massage. I do also offer obviously like in-person workshops, and I plan on having an online course so that we can have group coaching and I can really support people so that they do have the actual engagement with me versus just watching a video, because, you know, at the end of the day, there’s still something that’s not very personal, so I really want people to be able to also connect with me and me to support them in a more observant way, so to speak. So yeah, those are the different ways that people can work with me, for sure.

Lee Kantor: And then when they’re looking for you, Kinect. When you’re saying the word Kinect, it’s K-I-N-E-C-T.

Angie Wong : Correct. Yes. Thank you for clarifying that. And also, by the way, I do offer like corporate wellness programs and, you know, corporate events as well. So I would love to always just demonstrate, you know, the power of these simple techniques because, again, those people are just sitting in front of the computer all day and I know that their poor backs and necks are screaming for some love and attention.

Lee Kantor: And people who aren’t around you, like, you can get a foam roller or even like a tennis ball, lacrosse ball. There’s lots of things you can use to at least simulate somewhat some of the things you’re talking about, right?

Angie Wong : Absolutely. For sure. I mean, Amazon has them all day, every day. And I actually also curated my own custom massage kit that covers pretty much the entire body. And that is available on my website as well.

Lee Kantor: And what’s the website?

Angie Wong : Yes. So, the website that one is on the Myo Evolution. So it’s www.myo, M-Y-O, the word evolution, la as in Los Angeles, dot com. So, myoevolutionla.com.

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

Angie Wong : My pleasure, Lee. Thank you again for your time.

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

 

Tagged With: Kinect, Myo Evolution

Actor and Model Esha Chambers

April 8, 2025 by angishields

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Cherokee Business Radio
Actor and Model Esha Chambers
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Esha-Chambers-headshotBorn in Knoxville, TN, and raised in Spartanburg, SC, Esha Chambers always had a passion for acting and modeling.

After becoming a nurse to support her family, she realized her true calling was in entertainment. Two years ago, she reignited her dreams, booking her first role as an extra in a Dolly Parton movie.

From there, she built industry connections, landing roles in true crime shows, commercials, billboards, and films. Her first feature film, “Hidden Intentions,” premieres June 2025.Now represented by an agent, she continues to grow her career, proving it’s never too late to follow your passion.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studios in Woodstock, Georgia. This is fearless formula with Sharon Cline.

Sharon Cline: And welcome to Fearless Formula on Business RadioX, where we talk about the ups and downs of the business world and offer words of wisdom for business success. I’m your host, Sharon Cline. And today we have one of the actresses I got to meet in person while working on Fatal Attraction in Knoxville. She’s an actor and model with the Stellar Agency. She’s about to have a whole premiere for a new movie called Hidden Intentions. The trailer of which you can see on Facebook. She’s got billboards and commercials. She is everywhere. Also a really, really nice person. Her name is Esha Chambers. Welcome to the studio.

Esha Chambers: Oh, well, thank you. Thank you so much. Thank you for having me.

Sharon Cline: You’re welcome. I’m so excited to hear about all the fun things that you’re doing. You kind of have all parts of media out there in the world. I was reading a little bit about your bio. You really have had to fight to get where you are right now.

Esha Chambers: Yes, yes, I agree, um, I’ve went back and forth with trying to be an actress and a model. I’ve always known I wanted to do it like ever since I was a little girl. But there’s just, you know, these times where I’ve had to do something else instead to, like, make a steady income. But in the back of my mind, I knew that this is always what I wanted to do.

Sharon Cline: So I’m a parent, so I’m imagining myself saying to my kids like, oh, you want to be what? You know, everybody’s got to have something to fall back on, and you want your kids to be successful in their own way and not have to struggle. But there is something about the acting bug that just changes all of that, I think.

Esha Chambers: Mhm. I feel like I feel like it. It chases you. I feel like whenever this is supposed to be your journey and whenever, you know, this is supposed to be your career path, it comes for you even no matter how hard you try to defer away from it, it still comes after you. Because like I said, I, um, I always knew I wanted to do it. So even when I became a nurse, uh, which that happened when I was, what, 24, 25, something like that. I just always still took like, drama classes, and I was always still looking for things, but it was like I had to become a nurse because I’m a mom now, and I had to have what I felt like what people were telling me was a real job, you know? So but in the back of my mind, I knew that I wanted to be an actress and a model. And it it came for me like, um, how I got my start or my restart, I guess I should say about two years ago was, like I said, I found a I saw a Facebook post that was talking about like, extras. If you ever want to be an extra in a movie. And I went out for it and I got it. So there, there, there will always be these signs if it’s supposed to be for you.

Sharon Cline: I like that you took the initiative to do that, you know, to just say, well, what could this be like? In your bio, you talk about how you’ve always, like you were saying, been involved in something like theater, just kind of keeping your your skills going because it’s very easy when you are becoming a nurse, going to school. First of all, having a child, being, um, an employee, you have this pressure to build your life around what that can provide for you. And and that’s actually what drives your days. It’s like, no, I got to go to work. I got to do this. I got to do that. But you actually didn’t fall to that. You always had something else in the back of your mind as your destiny.

Esha Chambers: Yeah, yeah, I definitely did. Um, yeah, I know even now I still work as a nurse because like I said, it just it pays the bill. And that was one of my other passions. I’m not just going to like, like, downplay my nursing career, you know, because that was always one of my other passions as a child. But I just had this stronger feeling that I wanted to be a model and an actress. Um, so yeah, I just I just pursued it. Uh, like I said, I saw a Facebook post about two years ago that was like, if you’re if you’ve ever been interested in being a background, um, actress, here’s your chance. And I went for it. But, you know, at first I didn’t get the role for the movie. Like the way that it happened was I saw the post on Facebook, I reached out via email, like it said, and they were like, do you have any choir experience? And I was like, well, I was on a school choir when I was in like the fifth grade or something, but other than that, like not really. So they didn’t write back to me for about two weeks.

Esha Chambers: And then one day I was at work at my nursing job, and I got an email from one of the people for the Dolly Parton movie that were like, hey, we need extras and we need them today. We need as many extras as we can get. Are you still interested? I’m literally at work like, oh, I got to get off work. I have to get off work. I have to leave because I have to do this. So I got to leave work and I drove to we filmed it at Dolly Parton, which is like 40 minute drive from Knoxville. It’s not very far, but that was kind of my foot in the door. And, you know, if I if I didn’t take that chance and I didn’t go after that role just to be an extra in that movie, I don’t know if I would have gotten in as much with Jupiter casting, which is who you and I filmed with. So I’m so I’m so glad that I did. And I feel like when you when you hear those little callings and things, you just you, you have to go after them, you know?

Sharon Cline: Yeah, it’s it’s amazing sometimes that things fall in your lap like that. You know, you’re not the kind of person that’s, um, forgettable because you have just this really beautiful look about you and obviously being a model as well. But you have such a nice disposition that we were talking before we started recording the show about what it’s like to be a good person to work with. Because when you’re difficult to work with or not pleasant, there’s like a you just get like a reputation of of that and like your energy is kind and helpful. Like that’s good karma or like a good way for you to know who are your people?

Esha Chambers: Yeah, I absolutely agree. I think that when you’re, you know, just mean and cold or you feel like you’re above other people, you block your blessings. Um, you know, I feel like that just gets in the way of a lot of things. You never know who you could be on set with. You know, some of the things that I got, the movie that you were talking about, um, that I’m, I have coming out, the premiere date is in June. It’s called Hidden Intentions. Um, I got that through word of mouth. I did an audition with a friend of mine. His name is my love Sutton. And, um, we did an audition for something else a while ago. Well, we kind of just always kept in touch as, like, acting friends and the. He got this movie before I did the Hidden Intentions movie, and they were like, hey, my love, we really need some female talent. He instantly thought of me. Now, if I would have went to that audition where I met him and I was, you know, just cold and cold shoulder, I probably never would have gotten this movie. So you, you you just have to be polite. You never know what people are going through. Some people, this may be the first thing that they’ve ever done, and you’re on set with them being just an awful person. And it could make them feel like, well, maybe this just isn’t for me. Maybe everyone in this industry is that way, and I don’t want to be that type of person.

Sharon Cline: As I’m doing background and extra work, every background set that I go on, I know people from the previous things that I’ve done. It’s like a little network, a little small group. Even though it’s a big.

Speaker4: Group.

Sharon Cline: You see the same people. Yeah. It’s funny how, uh, you kind of get used to their almost become friends. And so I never would want that either, because it’s supposed to be fun, like it’s supposed, you know, like an enjoyment. What was it like to be on the set? Like you’re one of the main characters in this movie?

Esha Chambers: Yes, yes yes, yes. So about that. I am actually the lead of this movie. Um, I play like a love interest to this guy who’s also the lead. Um, and it was it was an experience. I’ve never done a feature film. This is my first feature film. Um, it was a lot of fun. It was a lot of great people to be around different people in different areas of their careers. Yeah. It was it was really great.

Sharon Cline: Was it a moment where you were like, oh my God, my, this is my movie.

Esha Chambers: I feel like I still get those moments like whenever, uh, the director of the movie, whenever he posts anything about the movie, I’m like, I was in this movie, I’m the lead in this movie. I still get those moments.

Sharon Cline: Oh, you deserve it. You really do. Because you, considering how hard you’ve worked to to just kind of, uh, make your life feel as well-rounded as you can still be a good mom, still take care of yourself, but still follow your dream. I mean, that’s something that I’m impressed by. And that’s the reason I do this show, is because so many people have their notion of what their dream is, but the rest of their life is built on the finances and whatever else that they’re doing. And to be brave enough to follow it is hopefully inspirational to a lot of people. It is for me, but it makes me also wonder why there are there are people that aren’t afraid and there are people that do things despite being afraid. What? What is it about you that allowed you to still pursue your dream and not let kind of the fear of failure or fear of what it’s going to mean stop you?

Esha Chambers: I feel like I’ve been there before. I feel like I’ve. I’ve been in those moments where I’ve let fear of failure, um, kind of take over. And I will look back at those moments. And I would think to myself, I could have done this by now. I could have been here by now. And when I had those moments, that’s what pushed me to go further. Um, just looking back and being like, you know, you could be here by now if you weren’t so afraid in that moment. So I had those moments, and they kind of keep me going even, like, here’s an example. When I was in nursing school, I filled out, I filled out a nursing school the first time that I went. And the reason that I felt which was by only four points, might I add, but the reason that I felt that was because of myself. I had self doubt just playing in my head that like, you know, this is so hard. If school was very hard, I mean, there would be moments where nursing students would be crying because it was just very hard. So, um, I so I had that self doubt in the back of my head. So when I went back to nursing school, I told myself that I am going to do this no matter what.

Esha Chambers: I’m going to get through this because I feel like I this is something I want to do and something I need to do for my son. So once I accomplished that and I overcame those fears, I was like, oh, I can do anything like that. That was like one of the moments where I was like, I did that, I can do anything, and I really believe that. And I teach that to my son, too. You can do anything that you want to do. So I feel like that is what has gotten me as far as I have. I’ve only been acting for two years and like you said, I’ve done commercials, I’ve been on billboards. Um, I’ve been in movies, but you just you just have to believe in yourself. It’s not fair to give your all to a company. Unless that is your dream. Now, some people’s dream is just to rising in the companies. But if you have other dreams, it’s not fair to give your life and your time and your dedication to someone else’s dream and not pursue your own. You know.

Sharon Cline: It’s an interesting space to be in, to be thinking about what? What does what does my soul want exactly? And is this what I’m. Is this what I’m made for?

Esha Chambers: Mhm. Exactly. Yeah. And it’s good that you’re asking yourself those questions because some people never do, you know. But um, like I said some people’s dreams are, don’t get me wrong, are to climb a corporate ladder and that is 100% okay. But if your soul is telling you I want to do something else, I feel like you owe yourself at least a chance to try. You know? You never know.

Sharon Cline: I agree on the Fatal Attraction set. I was like super, super, super happy. Obviously I was very happy and I just was like, this is it. This is like so fun to me, creating media and storytelling, and I get to be part of it and honoring this person’s life. You know, people that were affected, it felt like sacred work and that feeling just I always consider that a like a signal. That’s what you’re supposed to be. And so I’m kind of chasing that feeling of something that lights my soul up. So I’m wondering if that’s the same kind of feeling you have when you’re in those moments. Because I don’t talk about that with everyone. You know, I’m kind of crazy or, you know, a little too much.

Esha Chambers: Yeah, well, I don’t think you’re too much. I think if you’re going to do this, you you have to be over the top, right?

Sharon Cline: Maybe so.

Esha Chambers: But yes, I do. Those those are the feelings that I have. Like when I when I’m on set and there’s like a camera and there’s a director telling me what to do. And like you said, I get to tell other people’s stories or other characters stories like it’s one of the most enjoyable things ever. Um, I think that lets us know that we are chasing, you know, the right path because you get people who are like, oh no, you know, I could never do that. It’s not for me. I had a friend or I have a friend who, uh, was an extra on a movie, and he just was like, I did not like it at all. And I’m like, what? Are you crazy? Like, that is the best feeling in the world. You get to meet so many different people and, you know, you get to see yourself on TV and you get to tell these stories. But some people don’t feel like that. So if you do and you’re, you know, you just feeling amazing when you’re doing, I think it’s definitely for you.

Sharon Cline: Are you taking acting classes now currently, or is that something that you had to put to the side? Because now you’re actually doing a lot of projects?

Esha Chambers: I am not taking acting classes currently. It is very hard to find acting classes here in Knoxville. Um, but I do plan on moving to Atlanta very soon. Uh, and when I get in Atlanta, I’m going to take every class that they have to offer. Uh, I’m excited about that. But here locally, we don’t have a lot of classes here. So I kind of just, you know, practice myself. I’ll, um. Uh, I have, like, different apps that you can download, and auditioning is a lot of practice, and I just practice myself because we don’t have a lot here. And I would rather do things in person versus doing like the zoom classes. I feel like those would help me a lot.

Sharon Cline: So it’s like a good alternative if you have nothing. But I understand there’s an energy exchange that’s that’s missing when you’re not in person. And I was thinking, if you’re coming to Atlanta, we’ll have to do a redo and have you come into the studio and do a real, you know, as, as things are progressing in your life, you know, because it will. So when, when are you considering coming down And what is the, um, reason why? Is it because of the opportunities here?

Esha Chambers: Yes, absolutely. Absolutely. So I am wanting to move there in about a year or two. I’ve been looking at different houses. I’m not sure if I’m going to rent or if I’m going to buy a house or I don’t know what I’m going to do yet. But that’s like one of the main factors that is going to be a year. Is it going to be two years? And the reason that I’m moving there is there’s a lot more opportunities whenever we’re on these acting websites and these apps and everything. Most of the time things are filming for the southeast kind of area. It’s in Atlanta. So I just want to be there. I feel like I’ll have a lot more opportunities. Tyler Perry Studios is in Atlanta. Um, so yeah.

Sharon Cline: It’s so true. It’s funny, people talk about it as being, um. Hollywood, which I had never heard before, but.

Speaker5: I’ve never heard of that either. That’s so funny.

Sharon Cline: I just heard that recently and was like, what? But kind of makes sense. I mean, there obviously you don’t even need a huge city for you to do some really amazing projects. I mean, we’re talking like you were saying, all the shows Jupiter Entertainment does was ATL, homicide and snapped and all of those. You’ve been able to really, uh, be of use to this company.

Esha Chambers: Yeah. And I’ve, I’ve done a lot of those, um, with Jupiter casting. I love Jupiter cast and they’re amazing. I know all the directors now and everything, but, um, I’m getting to the point in my career where I kind of want to do more. So that’s why I am wanting to move to Atlanta. And of course, I’ll still keep my connections here. Um, I think whenever we film, did we film with Chad Chad Cunningham? Yeah. He’s amazing. He’s amazing. Yeah. So, uh, he is. So I’ll definitely, you know, keep those same connections. And if they’ll have me, I’ll be there.

Sharon Cline: But it’s not that bad to.

Esha Chambers: Yeah, it’s really not.

Sharon Cline: Yeah. So what is your what is your big dream?

Esha Chambers: I think my big dream would be for acting to, in modeling, um, to be my main source of income. Like, once I reached that level, I feel like I’ve reached my dreams right now. It’s not like that. Like I said, I’m still doing nursing, and I feel like I love nursing so much that I’ll still kind of go back to it from time to time, because I really just like helping people. But I want that to be my main source of income. Once I get to that, I feel like I’ve reached my dreams.

Sharon Cline: I just saw a quote, um, like a question. So it’s the idea of if you were if you were in a in on a TV show right now, what your life is like on a TV show right now, what would the audience be yelling at you to do?

Esha Chambers: I think the audience would be telling me the same thing that my friends tell me, um, to go harder and and just go for it more because I still put restrictions on myself. I’m still like, ah, I’m not big enough. For that. Matter of fact, the role that I got, the hidden attentions, the lead role, I didn’t go out for the lead, I auditioned for a role that was had 1 or 2 scenes. I think it was about 4 or 5 lines, and I got it originally, but then the lead ended up dropping out because there was a kissing scene. So I did my first kissing scene. Wow. So, uh, yeah, she wasn’t able to do it and there was some other stuff going on with that. So he was like, I want you to audition for the lead. I had, like, a full on panic attack. Like, not a real panic attack, but, you know, like, I had, like, a a moment. Um, so I think that would be the audience telling me, like, you should just go for it. Stop being so afraid. Because, like I said, I still have those doubts sometimes with thinking like, oh, I don’t think I could do a lead role. I could be supporting or I could. But yeah, sometimes God just pushes you in those positions anyway. And that’s what happened to me with that movie.

Sharon Cline: So it was like the right place right time.

Esha Chambers: Mhm.

Sharon Cline: What was it like to do a kissing scene for the first time?

Esha Chambers: You know, I feel like when it comes to acting, you feel like it’s just acting like there’s no emotional connection that you have with the other character because, you know, at the end of the day, they are playing a character and you’re playing a character. So it was it was interesting. I was a little nervous, but I did it and I killed it, so I can’t.

Sharon Cline: Wait to see it. This is so exciting. Thank you. Thank you. A real premiere and everything.

Esha Chambers: Mhm. Yeah. The premiere is going to be in Pensacola, uh, Florida June 1st. And then after that it’s supposed to come to streaming in November.

Sharon Cline: Wow. If someone were going to be considering going into acting and kind of want to experience similar things that you have, what kind of advice would you give them?

Esha Chambers: Let’s see. Um, I would tell them to go for opportunities, big or small. Some people think, you know, like those extra roles. The first project I ever did with Dolly Parton, or the first acting anyway. Um, I was an extra. And then when the movie premiered, you couldn’t even really see me in the movie. Like I was in the movie for less than a second. But I still went out for it and it got my foot in the door. Like I said, with Jupiter casting. So go out for those roles. People don’t think that it’s real acting. Um, and like I said, just don’t be afraid to take chances. Don’t feel like it’s not going to happen for you. Or because you just never know. Always, you know, be nice and be polite and network. Network is really the name of the game. And that’s what I tell everybody. So yeah.

Speaker6: Well, we were talking before the show.

Sharon Cline: How interesting it is that people consider that to be not important. And, I mean, I went to the Metro Atlanta Film Summit, uh, a couple weeks ago and met such interesting people who are all very creative and have their own degrees of success and dreams. And, um, I just found it to be so inspiring to see how many people believe in themselves. Enough to even make a movie or go pursue whatever it is that they love in this industry. Who knows what that’ll mean for me in the future? I don’t mean it. I just mean like, how cool is it to know that through that networking event I get to, I get to put people together that could make something even more amazing and make media out there that could touch people’s lives. It’s like, I don’t know, it felt very special and I hope I get more opportunities like that. But even like.

Esha Chambers: You definitely will.

Sharon Cline: You, you know, it’s been so fun because just a like a light energy, which is nice, it gives me a feeling of not all people are going to, um, kind of, you know, want to take you down, you know, like we’re all in it in the same we all want the same things, you know?

Esha Chambers: And that’s how I look at things. Uh, I try to just always be humble. Um, and I just look at it like we all want the same thing. Some people will look at you as a straight up competition, and they want nothing to do with you. And I just feel like that’s just not the way that you should be. Like I said, you could really crush someone’s dreams. Someone could be like, oh, I really want to do this. And then they meet you and they’re like, oh, no, everybody in the industry is just awful. I don’t want to do it anymore. So you just got to be careful what you say and what you do. And I was just raised to be, you know, respectful and kind to everyone anyway, so.

Sharon Cline: I appreciate that too. Um, it’s it’s like you said, just having fun and being a good person to work with and, and and honoring someone else’s journey, not trying to. I don’t want anything that isn’t supposed to be mine, you know, but honoring other people’s journeys, too, because, uh, knowing that they’re all just pretty much like me, it’s like I want to treat people that way, you know? I would want to be nice. I’m sad that I have to wait till November to see your movie, but there’s so much more I want to talk to you about.

Sharon Cline: That’s a curious person, so it’s good to know it’ll end but is there anything else that you would like to kind of give people advice about in terms of being able to balance their life? Because that’s a huge issue for me.

Esha Chambers: Mhm. Um, I will say I’m not the champion of balancing just yet, but I, I just, I just go for it, I just, I just go for it the best way that I know how. Um, I kind of try to keep a set schedule like I have like a good planner and everything and just use your community that you have around you, like, your resources and everything. Um, for my son, sometimes I may be filming something. I was filming something the other day and it lasted till 930 at night, you know? So I had to be like, hey, call my brother, can you pick up my son? I have to film this show. Just use your resources. Um, yeah, I can’t I can’t really think because like I said, I’m. I’m not the master of it yet either, but I am trying. Sometimes I look at myself and I’m like, I don’t know how I do it, how I’m holding down this nursing career and how I’m holding down acting and being a single parent. And you just do. You jus

Sharon Cline: The same way. I just kind of get through it. You know, even my doggy, that I’ve got help taking care of her when I’m an extra on a set for, like, a 12 hour shoot or something, I’m like, okay, well, you know, I need help, too. But it’s it’s wonderful to have that support that you can.

Sharon Cline: Still pursue something that matters to you like that. Um, family to me has been very helpful. And, and I actually think it’s great that you have this, um, career that you’re showing your son that you can do things.

Sharon Cline: You know, you can pursue your dreams. It’s such a good example.

Esha Chambers: Yes, yes. My son, he loves basketball. So he wants to play in the NBA one day. And I just hope that what I’m doing shows him that he can because he’s actually had people, you know, tell us that, oh, there’s only like 1% of people that actually make it in the NBA. You should pursue other careers. And I’m right there behind them like, no, he’s going to pursue what his heart tells him to pursue. And I’m going to be standing here helping him the whole way. And if it doesn’t work out, that’s okay. He, you know, will build his other dreams as well. But don’t don’t tell my son. You know that he can’t do something. And his mom is sitting here doing what people tell her she can’t do.

Esha Chambers: So I love that.

Sharon Cline: I love it. Well, you never know. I mean, if, like you said, it’s that belief. I know I can do it. I can picture it, I imagine it, and somehow it comes to you. Mhm. I love the notion that that what you’re chasing is chasing you too. You know, like it wants to meet you where you are. I’m going to keep that in mind as well.

Esha Chambers: It does.

Sharon Cline: We’re doing all of my little projects I do.

Esha Chambers: It definitely does. Chase you I feel like in the last two years that I’ve been acting all everything that I’ve done, mostly everything that I’ve done has chased me. Like even me getting my, um, agent. So I was a year. Just freelance acting. Um, after I did that, the extra on the Dolly Parton movie. So I just did a year of freelance acting, and I was mostly just booking those shows that we do on my own, which I still book those now. I love them, but I was getting to the point in my career where I was like, I need an agent because I need to start booking other things. I want to get my face out there more. I want to get my story out there more. So I the way that I got my agent was I was working full time, 40 hours, Monday through Friday at the time, and I kept telling myself I was going to go to this agency and talk to the agent myself instead of like, filling out the application like, no, I’m going to go in person. So one day I had a random day off work. Just something was going on at work and I had the day off. So I go to the agent and the agency is closed, right. And then I’m trying to open the door and it just like starts raining. Oh my god. So yes, it’s like a movie. So it starts like pouring down rain and I’m like, oh my goodness. So I there’s like an alley right beside where my agent agency is located.

Esha Chambers: So I kind of just step in the alley a little bit just to get out of the rain. And I peek around the corner and there’s a man trying to open the door. He’s like unlocking the agency. So I walk up to him. Mind you, I have my headshot in my hand and on the back I wrote down like, you know, like all of my information, how to reach me and everything. So I walk up to him and I’m like, hey, are you the owner of are you the agent here? You know, he was like, oh no, this agency is run by my son and my wife. But I can take your information. I actually just was coming here to check the mail. But I see you have your headshot. I would love to take your headshot. So I was like, oh, yeah. Please. So he took my headshot that night. His wife, uh, her name is Rhonda. Stare her and, um, their son Adam run it. So that night, Rhonda reached out to me and she’s like, hey, Eesha, my husband gave you the headshot. Your headshot is gorgeous. We would love to set up an audition with you. And so I went for the audition, and me and my agent talked and everything, and that’s how I got my agent, like, you know, like, I feel like it was just meant to be. The fact that I went there and it was closed and it was rainy and.

Sharon Cline: And then someone opened the door, and you took a chance. I mean, that is exactly what I’m talking about. You didn’t let the fear of rejection stop you. You actually went and and made an extra step to make it happen.

Esha Chambers: Mhm. Yeah. And that’s what I mean by like these, these things they’ll come to you, they’ll, they will, you know if this was meant for you, they’ll come to you even if you feel like they’re not. You may just be like, well, you know, she’s saying that it just comes to you. And even if you feel like it’s not, just push yourself and go for it if your heart is calling you that way.

Sharon Cline: This is such good advice. I hope everyone who’s listening can kind of take some inspiration this way, because so much of my life I’ve allowed I’ve been reactionary as opposed to driving it. And, um, so what you’re talking about is driving it. And I’ve never been proud of myself when I’ve played small. I’ve never like, I’ve always been more proud of myself when I’ve been like, well, I took a chance even if it didn’t work out the way I wanted. So brave, you know?

Esha Chambers: Yeah. Yeah, I agree. Even if even if it doesn’t work out like you want, at least you know. You know, at least you don’t have that. Those doubts in your mind of what could have been.

Sharon Cline: Right. The regret.

Esha Chambers: Mhm.

Sharon Cline: Time goes by whether or not I’m going to pursue something you know, or not. So. And there’s a lot to that I regret as it is. So it’s like let me not add to it, let me at least try my best. And that sounds like what you do too.

Esha Chambers: Mhm. Absolutely. Yeah. Like you said that time will go by. You’ll look up two years is still going to go by. Five years is still going to go by whether you go for it or whether you don’t. So why not just go for it. Why not try.

Sharon Cline: This year is going by fast to me. Oh my goodness. April. And I’m like, how is this possible? But the show that we were on will be on in a couple of weeks I think.

Esha Chambers: Yay! Yes it will. I think it’s coming on in April. I’m pretty sure it is. I’m excited to see it.

Sharon Cline: Me too. And I’m very excited to see what happens for your career.

Esha Chambers: Thank you. Thank you so much. I hope that when I come to Atlanta that, like Tyler Perry, also feels that way. And some of these other directors. But thank you, Sharon.

Sharon Cline: To not have you on there too. I can’t thank you enough for taking some time out of your day to chit chat with me. Um, I’ve just met the coolest people in the acting world lately, and I really value, um, everyone’s journey. It’s all different, but we all want the same things. And just giving a moment to highlight kind of what your life is like, I hope gives a lot of inspiration for other people to know that they can do it if they believe in themselves like you do.

Esha Chambers: Yes, I hope so too. I really do. Thank you.

Sharon Cline: You’re welcome. And thank you all for listening to Fearless Formula on Business RadioX. And this again, Sharon Cline reminding you with knowledge and understanding we can have our own fearless formula. Have a great day.

 

How a Competitive Mindset Can Transform Your Franchise Journey

April 8, 2025 by angishields

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Greater Perimeter Business Radio
How a Competitive Mindset Can Transform Your Franchise Journey
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In this episode of Greater Perimeter Business Radio, Ramzi Daklouche interviews Ron Taylor, an expert in franchising, entrepreneurship, and leadership. Ron shares his journey from working in his father’s restaurant to becoming a successful franchise owner and CEO. He discusses his competitive mindset, the importance of service, and lessons learned in transitioning from an owner-operator to a CEO.

The conversation covers franchising challenges, team dynamics, and self-awareness. Ron highlights his experiences with Edible Arrangements and his current ventures, including Franchise Authentic and Nothing Bundt Cakes, offering valuable insights into the franchising world and business success.

Ron-Taylor-1Ron Taylor is a seasoned franchise expert with nearly two decades of experience in the industry, having owned and operated multiple successful franchise locations across various brands. His journey in franchising has been fueled by a passion for business growth and helping others navigate the path to entrepreneurship.

Beyond his professional success, Ron’s true joy comes from his family—his wife, Lori, their two children, Eli and Mia, and their beloved pets, including a dog (Emmett) and four cats. His well-rounded perspective, both personally and professionally, allows him to guide aspiring business owners with authenticity and insight.

Follow Franchise Authentic on LinkedIn. Franchise-Authentic-logo

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the Greater Perimeter. It’s time for Greater Perimeter Business Radio. Now, here’s your host.

Ramzi Daklouche: I’m your host, Ramzi Daklouche, where we connect with entrepreneurs, leaders and changemakers who are building great businesses and making real impact in the market. This is brought to you by the our business Sails of Atlanta, your trusted partner for buying, selling and valuing businesses with clarity and confidence. Learn more at w-w-w dot com or call us at (678) 470-8675. Today’s guest has lived the franchising journey from the ground up. He’s built, scaled, led and now mentors others to do the same. From running top performing locations to serving as CEO of a national brand and now shaping the future of franchise ownership through sweat House and Franchise Authentic, he brings wisdom, clarity and unmatched experience to the table. If you’ve ever thought about owning a business, getting into franchising or mentoring the next wave of entrepreneurs, this conversation is for you. Please welcome my guest today, Ron Taylor. Ron, how are you today? It’s been a while.

Ron Taylor: I couldn’t be any better, so thanks for having me, I appreciate it.

Ramzi Daklouche: Good good good. So, listen, I know you have, uh, you know, a wealth of knowledge and a whole lot of experience. So let’s go back from the beginning. What was your first real experience with business or leadership? Was there a definite moment early on that set you as this path?

Ron Taylor: I mean, I started working in my dad’s family restaurant when I was 13 years old. So, um, when you are from a small family in southern West Virginia, if your family’s in business, you’re in business. That’s pretty much just the way it goes. So yeah, at at 13, I started washing dishes. Uh, then I ended up working at his catering business, and by 18 I was kind of overseeing the operations of the catering business. Then he opened a restaurant and I ended up working there. So, uh, I guess basically say from the from the very first time I had a job, you know, I knew what entrepreneurship looked like. I knew how difficult it was, but I knew how rewarding it was at the same time.

Ramzi Daklouche: That’s amazing. And. And when did you become your own entrepreneur?

Ron Taylor: Uh, well, I got my first experience with franchising when I went to work for Little General, which is about a fifth. It was at the time it was a 50 store convenience store chain, and we had branded food service concepts inside of our convenience stores subway, Taco Bell, Steak Escape, Godfather’s Pizza, and Baskin-Robbins. So I got to train in all of those concepts, which was fascinating. It was my first experience with franchising. Uh, actually, one of the highlights of my life was, uh, getting to meet Fred DeLuca, the founder of subway. Right. I mean, that’s like a baseball kid getting to meet Mickey Mantle. I mean, that’s great. The guy’s unbelievable. Uh, so I got to meet him, and. And then I took a little hiatus from food service and franchising. You know, had to raise a family. And then in 2006, my wife and I decided, you know, we wanted to take greater control of our financial future, and we wanted to open our own business. And that’s when we started looking into franchising. And we settled on Edible Arrangements, and we started our very first location November 30th, 2006.

Ramzi Daklouche: That’s amazing. You know, you talked about before and it’s actually published how important winning was to you from a very early age. How did that competitive mindset influence your early decisions? Um.

Ron Taylor: Yeah. I hate to lose. I hate to lose more than I like to win. Right. And there’s a difference. I think it was Billy Beane that kind of coined that phrase. But, um, I just always wanted to be competitive. I always liked the thought of Out of competition. Uh, and that’s kind of what I really drew me to. Franchising, I think, was I was going to get a basically a, a set of rules and kind of a playground to play within, like they had defined parameters. All I had to do was outwork everybody else, right? It’s, uh, it’s like that line from Days of Thunder. He was like, I don’t have to beat other cars. I just have to beat other drivers. Right. Because the stock car is a stock car. So I was like, yeah, let’s do that. I was like, ah, I you know, I feel like I can beat other drivers if I don’t have to compete with better cars.

Ramzi Daklouche: Well, yeah, that’s probably the beginning. But how did your journey evolve? Owner leader and or mentor? How has your definition of success shifted?

Ron Taylor: Yeah, I mean, first it was just trying to understand the day to day operations of the business, right. Like, so, uh, you know, I was I was inedible every single day making the baskets when we first got started and understanding what that looked like. But then you start to realize, like, if you’re really going to scale and you’re going to grow, then you have to start to build teams and put people in place so that you can start to grow your enterprise. And we grew relatively quickly with edible. We opened our second store, uh, just a little over a year after we opened our first store. Um, and, uh, the first store opened to a rousing success, and the second store did not. I mean, the second store really struggled right out of the gate. And I learned a valuable lesson that if you put the wrong person in charge, you’re going to be in trouble. So I literally had to to burn that staff down to the ground and start completely over, uh, after just about 4 or 5 months and put in a whole new staff, uh, start from the ground up.

Ron Taylor: Uh, and then as you wanted to grow, you got to get comfortable with, like, perfect is the enemy of good. I think a lot of us that are in business that are competitive, we want everything to be perfect. But as you grow and expand, you got to release some of that control and understand that you can’t micromanage every single process or every single guest. You have to really trust your people, put the right people in place. You’re going to win some. You’re going to lose some. Uh, and then eventually we grew that enterprise to nine stores in three different states. And we really did that because we had fantastic people that worked for us and made us look, you know, a lot smarter than we actually are. I mean, uh, when I, when I ended up leaving Exiting Edible in 2023, in my flagship store, the busiest store in the system for five years in a row, I had four employees there that had more than 12 years of tenure in that particular location.

Ramzi Daklouche: That’s incredible, because when you talk about winning the way you do and for competitive people that like to win and, and kind of it’s part of their, you know, makeup and DNA, typically it’s very individual. Right. But to switch that to become a team, team, uh, you know team game. Right. Team uh, it’s completely different, right? Just like any athlete that really thinks about themselves winning. And then they have to have a really good coach to kind of help them see, it’s not about you. It’s about the team. Uh, it’s the same thing. And the business is a bit different because you don’t have other coaches helping you with this. You really have to build it yourself. So you’ve been tried and true.

Ron Taylor: The older I get, uh, you know, I think as I started to mature both personally and professionally, you know, I got just as much joy out of others winning as I did me, if not even more so. Like I can tell you, probably the the best I’ve ever felt as an edible franchisee. And I did it for 18 years, right? I won franchise year. I was the top scorer in sales. I’m the only owner to ever do 2,000,000 in 1 calendar year. Like, the best moment I ever had was when my manager won manager of the year. That was.

Ramzi Daklouche: Incredible.

Ron Taylor: Because that was the first time they ever gave that award. And she had worked for me since the day I opened and before she came to work with me. Her name was Shakira. She had never had a job. She’d never worked anywhere, ever. She had four kids. She was amazing. She put her heart and soul into her business. And then for her to be recognized by the brand on stage. It was, it was. It was the best moment of my entire career.

Ramzi Daklouche: That’s incredible. Incredible. As we mature, it’s not about, you know me anymore. It’s about, you know us. And that’s incredible. You know what? You come from an entrepreneurial family. So franchising really is not natural. Actually, it’s not because, you know, you can build it yourself. So what attracts you to franchising as a model? What helps you scale your first venture or successfully? Um.

Ron Taylor: Know thyself right? Self-awareness is really what drew me to franchising. I mean, Ramsey, I’m a doer, right? I’m. I’m not creative. Like, I don’t really have a high level of creativity. You know, my daughter’s the artist in the family. She paints and sculpts and draws it. I. I paint by numbers. Right? Like, I want to follow direction. So I really understand. I have a really good understanding of who I am and who I am not. So franchising was it for me because it gave me the blueprint of what it was I needed to do and I needed to execute that blueprint. And I’ll tell you, I fought the system a little bit at first, right? I struggled because I thought maybe I was smarter than the system at the very beginning, talking about that evolution of maturity. Once I stopped that and trusted what I was supposed to be doing, everything got a lot easier. It just got a lot easier. It got a lot better. And from then on, I’ve become a thorough believer in franchising and and doing exactly what they need to do. Obviously, you’re putting local twists on it. You’re putting your own effort into it.

Ramzi Daklouche: Yeah, definitely.

Ron Taylor: Playing within those confines of what and the direction the brand gives you and executing that flawlessly, it’s going to lead to success. And I tell people all the time, I’m like, if you feel like you’re really creative and you’re entrepreneurial, franchising might not be. It might not be your way in life. You may want to do something else because you have to follow the plan.

Ramzi Daklouche: I agree with you 100%. Franchising is a great solution for a lot of people, and it’s a terrible solution for a lot of people, too, because if you’re creative and you want to come up with your own set of rules, it’s not franchise is not for you. For me, I mean, in my business today, I’ve been in merger acquisition work for over 20 years. I run companies, you know, family offices and all this stuff. And I could tell you that franchising is right for me. And even with doctor, I’m franchising because I like a set of rules. And then I do the plus one, which is what you talk about. Show me the game. I’ll do the plus one that makes me better than everybody else. And this is exactly how it works. So I think we have that in common. That’s incredible. You achieved impressive lifetime revenue, right? I mean, you’ve done a lot. And I saw your numbers. What were the top 2 or 3 decisions that perhaps I drove that kind of performance?

Ron Taylor: I, I think well, obviously getting started and getting into the brand at the right time. You know, I mean, unfortunately, as smart as we all think we are, you got to be in the right place at the right time, right? Like I landed, I landed on edible right at the right time. Like it was going, uh. But I think one thing that we did very well is we were aggressive with growth. Right? At first, we we built our own stores, and then there was, there was kind of a tipping point around 2012, 2013 where I wanted to accelerate the growth. So we got aggressive and we bought out other franchise owners. We ended up buying Morgantown, West Virginia. We bought two stores in Pittsburgh. And, um, I can tell you my accountant wasn’t wild about me purchasing those stores in Pittsburgh based on how they were performing. Uh, but my argument to him was, well, wait till you see what they do when I take over. Right? Like so there was a little bit of ego there, right? Like I still got an edge to me. I’m a, you know, I’m an entrepreneur. So we have a little we have a little bit of ego to it. Right? Yeah. We took over those stores and they were already doing well, but once we took them over, we were able to put gas on the fire on those stores.

Ron Taylor: And they just absolutely they crushed it. Now, I was servicing a lot of debt, like $20,000 a month in debt, like, so that that’s not easy, right? But, uh, as far as the cash flow perspective, they were good. So I think we stayed aggressive throughout the process, trusted the process. And when we took over stores, we implemented those particular processes and we saw them really take off. And then we started to diversify a little bit too. Right. We got into the simple Greek, uh, and we hedged our bets a little bit. So that restaurant was doing really well when edible actually went through kind of an economic ebb, right? I mean, we had like 12 consecutive years of growth at edible. So 2019 was a little bit rough, like sales dropped off a little bit. Not a surprise. Like I wasn’t shocked. I mean you have 12 straight years of growth. You go you go have a couple ups and downs after that. Um, but we had diversified into some other brands, which gave us the opportunity to kind of offset, you know, where that was going with brands that were kind of new in the marketplace. So, you know, we got lucky with some solid decision making. Um, but, you know, it was it was some skill, some luck, and, uh, it just kind of worked itself out.

Ramzi Daklouche: So in every system, any any franchise system or any system really any sport, any system, uh, there’s things that set people apart to make it more successful in operation. Excellent customer engagement. What sets you apart? And these two things. Because really, I mean, you know, whenever you do any business, retail, food, you know, edible, it’s all about the same when it comes to this operation. And there’s customer satisfaction that really drive the results besides the offering. But if you have good offering, bad service doesn’t matter. You have to have at least these first two to get the third one right. What sets you apart?

Ron Taylor: Service. Uh, it’s always been service for us, right? Like my dad told me a long, long time ago, he was like, you can have very, like, average food. It can’t be bad, right? Like, because he ran restaurants, he was like you. But if you have exemplary service and your food is just okay, he’s like, your restaurant will always be all right. So our focus was always service and servicing every guest, right. Like one thing a lot of people don’t know about edible or they may know is just how crucial the holidays are. Like Valentine’s Day, Mother’s Day, Christmas, things of that nature. We never shut off. We never said no. Never. Like never. So. And we would do a thousand orders on Valentine’s Day. And why would we do that? Well, because every not only was it important to generate revenue for that day, but those thousand people that were receiving those orders, those are my next thousand potential customers if I execute the right way. So, you know, I get a kick out of listening to Shark Tank and people talk about customer acquisition costs. Whereas if we executed with a high level of service at edible, we actually had new customers being acquired while we were actually making money. So we almost had a negative customer acquisition cost if we could go about it the right way. So we were I like Ramsey for 18 years. I touched every guest complaint. I talked to every single person that complained. Well, luckily we didn’t have very many, right? Because I had great staff, but but nonetheless, like they got a call from the owner, either me or my wife, every single human being that had a complaint, we took care of it personally.

Ramzi Daklouche: Everyone that speaks to your success with that branch, it’s incredible. So and after this, you kind of switch from the owner operator mentality to CEO, which is a completely different, uh, you know, to see, to sit in. Right. And for national brand, what was the biggest mindset shift you take in that role?

Ron Taylor: The biggest shift in that. Yeah. Um, understanding that you you know, it. I was talking to everybody that was just me, right? Like they they were really looking out for their individual location, and I had a responsibility to the brand overall. And that was tough, right? Because I really empathized with those individual franchisees. I felt their pain. I got it right. But at the end of the day, you know, I had to prioritize the brand and making sure that the brand was in the right position to move forward. So, you know, I turned down some people for expansion. I turned down some people, uh, for new franchisees and, and made some very difficult.

Ramzi Daklouche: Decisions sitting on the other side of that chair. Yeah.

Ron Taylor: I mean, and I thought it wasn’t going to be that hard. Right. Because I’m armchair quarterback and evaluating guys like you and Tarik whatnot. Right. And being like ah like you know they don’t know what they’re doing. And then I sat in that seat and I’m like, all right this is a little bit harder than I thought it was.

Ramzi Daklouche: Maybe it was a punishment.

Ron Taylor: But it was humbling. I mean, it was humbling, but but it was great. Right. And I, I think it was it was it didn’t last as long as I would like it to, simply because of the pandemic and extraneous factors and things of that nature. But it was an invaluable experience to help me understand, and it really helps me when I’m talking to students or other people who are interested in franchising to be like, hey, let me help you understand why the brand’s doing what they do or what their perspective is and what their responsibilities are. Uh, you know, it gives you because life’s all about perspective, right? Like, yeah, if you can put yourself in the other guy’s shoes, you’re going to be a lot better off. So, uh, wouldn’t trade it for the world. It was a great experience.

Ramzi Daklouche: So what? Did you know it was the right time. How did you navigate transition from CEO back to, you know, franchisee?

Ron Taylor: Well, Simple Greek was really in a situation where as as the the CEO, I said what is in the best interest of my franchisees. Like what what do they need. And we couldn’t give it to them. Right. Like it was just the infrastructure was not there. The stores were all spread out. We were coming out of Covid. So we we said, let’s go find a brand that we can align them with that can really provide the infrastructure that these franchise needs in order to be successful. So we align the brand with Wildworks, and we sold the brand to Kellie Roddy and those guys over at Wildworks, and I still talk to John Garman and Kellie and some of those guys today. They’re great guys. They have a they have a great growing brand. They have a lot of good health food brands. Simple Greek was a great fit for them. So it was really just, you know, I had my dad always told me again, going back to all these lessons I learned from my dad, you do the right thing at the right time for the right reason. And I listen. I sold myself out of a pretty good job and a job that I really loved. But you got to do the right thing because absolutely, I can empathize with how they are.

Ramzi Daklouche: You got to make sure that people are supported as well. So that’s a that was probably the right decision for you. Okay. And then you got into sweat House and the opportunity to present today’s wellness and lifestyle market. What excited you about sweat House because that’s another franchise.

Ron Taylor: No not I mean, not another franchise. So, you know, as I’m, as I’m winding down edible and everything, I’m, I’m consuming all things franchise related, right. Like content and and podcasts and everything like that. And I heard Jamie Weeks, the founder of sweat House, who is right there in Atlanta with you, right at the corporate office, is right there in Atlanta. And just listen to him not only about the concept and what it was, but the way that they were going to do franchising differently. I mean, we have a pretty robust pipeline of stores that are set to open. We only have like 49 franchisees. Wow, I love that. Like, I, I have multiple licenses. I have, you know, the potential to get a roofer for additional licenses. So it’s kind of like, hey, I’m going to be very selective on who I choose to be a franchisee. And then I’m going to dance with who brung me, right? Like if if we’re going to expand, we’re going to give our internal franchisees the opportunity to buy those licenses first before we just go out and get 3 or 400 franchisees? Yeah, probably could have done. Um, and then I love the health and wellness space. I love the fact that it’s both physical and mental wellness. Uh, I think it’s the the direction that people are going. I think recovery is critical in everybody’s overall wellness and fitness journey. So it just really checked almost all the boxes for me.

Ramzi Daklouche: And, um, what is your vision for your locations? I know you have. I think you told me before you had 11 locations that you gotta develop. And what does expansion look like in the next couple of years?

Ron Taylor: Aggressive. I mean, we’re we’re we have two stores under construction right now. I have, uh, employees out on three additional locations. Uh, we even. Yeah, we even bought the, uh, the Madison, Wisconsin market because you can probably see the helmet up here in the corner. My daughter is a is a sophomore at UW Madison. So we’re like, well, if we’re making the eight hour trip up there, we might as well have, you know, something to do other than just take our daughter out to dinner. Uh, so I think we’re going to try to get very aggressive with it. Uh, you know, obviously funding is is a little more challenging given interest rates and things of that nature. But we’re going to navigate all that. We’ve got we’ve got a great team of owners here. Um, we’re starting to build out the infrastructure, uh, and making sure we have the foundations of great people to work these locations. But we opened the first one right here in our hometown because we wanted to make sure a, we knew how to build it, and b, we knew how to run it. We wanted to be spot on with all that before we started venturing out into additional locations that were a little bit farther away from home.

Ramzi Daklouche: So how did the market, your hometown, how did they respond to, uh, sweat house concept?

Ron Taylor: Uh, uh, you know, really well. Uh, you know, we added 56 members this month, and we’ve only been in operations for three months. Um, so yeah, I’ve been incredibly like the this community. Ramsey has always been so good to me from a business perspective, right? I mean, they helped me build I mean, I had the busiest Edible Arrangements five years in a row in Youngstown, Ohio, like most people would. If you gave them a thousand guesses, they’d never get it right, right. They would never guess that. Um, they’ve embraced me with other business concepts. They’ve done the same thing here. Uh, we have, you know, we get coverage from local television stations, they come out, they do, you know, on the spot interview types of things to let people know about it. And, uh, the response from the community has been really great. And the anecdotal feedback we’re getting from people like, I’m in, I’m in BNI, which is like a business networking group. Right. And we just have. Yeah. Perfect, right. At least half of the members are being, uh, are members of sweat House.

Ramzi Daklouche: Oh that’s incredible.

Ron Taylor: And I get so much great anecdotal feedback. Like, Ron, I have more energy in the afternoon. Ron. I’m sleeping better. Ron. I’m. I just feel better overall. Like, it’s it’s so satisfying with where I’m at in my career to be able to do something where it’s actually helping people from a physical and mental wellbeing standpoint, I couldn’t be any more blessed. Really?

Ramzi Daklouche: That’s incredible. I’m a big advocate of work, you know, work out as often as you can, find a way to work out and do it. I’m a powerlifter and I compete in powerlifting, and I, I encourage people to continue to do whatever they can to stay healthy, especially when we get to our age group. So it’s very.

Ron Taylor: On to it, right? Because you got to keep those legs strong, right? That’s the number one thing is to be able to keep your muscles strong. So you’re on track.

Ramzi Daklouche: Yes. Yeah. All right. Let’s switch a little bit. Talk about franchise authentic. That’s your latest venture I believe. What inspired the creation of this platform and what problems does it solve for future franchisees?

Ron Taylor: Well I spent so many years doing it right. And some of the things that I love doing, like I speak at different events, like I’ve spoken at Kent State University, YSU, West Virginia, which is my alma mater, which is, you know, been great. Um, and people are so under-informed about franchising, right. And then once you start to tell them, like all the opportunities, like, hey, it’s not just McDonald’s, right? Like, there’s more to it than that. They start really getting interested, right? But they don’t even know where to begin. So again, I’m kind of at that, you know, grateful point in my career where I’m not at a point where I can retire and I don’t have to earn, but can I earn and can I help at the same time? Can I can I check both those boxes if.

Ramzi Daklouche: It’s very important?

Ron Taylor: Yeah. Yeah. That’s what Franchise Authentic is all about. I’m going to be working with Ifg as a franchise consultant in their particular network, which gives me access to 600 brands. Uh, if you want to potentially franchise your business, if you have an existing business and you want to make it a franchise, I’ve already talked to a couple potential people that are on that track, uh, a chicken business and a and a churro business, uh, that are thinking about, hey, how do I franchise? And they need help creating the platforms, creating the infrastructure, creating the operations manual, things of that nature so we can do that. Um, so, you know, we really want to help. You need fractional C-suite types of things, like do you need a, you know, you can’t afford a chief operations officer, but you sure could use the advice. Like we can fill those gaps as well. Um, I’m really blessed to be working with a great partner. His, uh, his name is Giovanni Sarnoff. You might be familiar with him. He was on CNBC’s The Profit. He was the owner of Bentley’s Pet Stores. He just has a wealth of experience in, like, the retail space and growth. Development, uh, how you ascertain funds like he, he fills a lot of the gaps that I don’t understand in these types of things, or I’m not as adept in, uh, so we’re going to be working together to do this and hopefully help people. Like if if a franchise business is right for them, help them find it. If franchising their business is right for them, help them find it. If they need help with their existing business, see if we can help you write that shift and or throw gas on the fire, whichever one it may be. Uh, so. So we’re just getting started, but so far, I’m. I’m enjoying the journey. It’s it’s great so far.

Ramzi Daklouche: That’s incredible. I mean, I know you just started. Uh, do you have any success stories or breakthrough moment from someone that you’ve helped recently?

Ron Taylor: Um, I, I have, I mean, I’ve had a couple people like that, oddly enough, worked in the edible system. Uh, you know, like, for instance, we had a a young lady who, uh, this was a little while ago, but. But she called us up, and she was from Minnesota. Eugene. And Bond was her name. And she said, uh, I need to do better on the holidays. I can I come down when you guys are planning your holiday activity and just see what you plan? We’re like, sure. She flies in, we take her around to the stores and kind of go through all of our planning. And it was great because, uh, she’s she’s from Europe and, and we said, look, you can adjust this if you need to. She said, I’m not going to adjust anything. I’m doing exactly what you’re doing. Yeah. We’re like, okay, great. And she literally she tripled the amount of in store orders she was able to take on Valentine’s Day. That’s on the day of. So and think about it, she’s I mean she’s saving fees and all types of the credit card processing, all those types of things like, I mean, it was a huge boost to her so that that was a great win. That was probably one of my favorites thus far. Uh, and then, you know, I’ve had a couple other people, uh, you know, that that have known me for years, that know that now that I’m going to be having access to multiple franchise brands, they’ve already started to call me up and say, you know, I’m tired of working for somebody else. I want to take greater control of my destiny. And, uh, well.

Ramzi Daklouche: We get that in common. I get a lot of that. A lot of people want to get out of, uh, working in a system and waiting for that 3% increase at the year end, I call it. And, uh, write the review and say, I’m gonna own my own future, and I’m ready to kind of move next step. Stuff. And by the way, they come at different levels, different steps in their life, right? Some of them young, some of them right in their 40s, is really kind of sweet spot for some people after they, you know, accumulate some money and they have some, some collateral, they move into, uh, entrepreneurship, which is fantastic. Okay. Well, so.

Ron Taylor: Funny, I was at I was at WVU the other day and I had a group of HR students and like, I’m like, how many of you guys think your job will be replaced by AI in the next ten years? And like they all raised their hand. I’m like, better have a backup plan.

Ramzi Daklouche: So I’m better. No, I think I encourage it for sure. I built the company based on AI. It’s keeping me really, really busy. So I understand exactly what exactly you have to throw it. You become a mentor to many new franchisees. What’s the number one piece of advice you give someone considering ownership?

Ron Taylor: Well, we have an acronym here at, uh, Franchise Authentic called focused F.o.c.u.s and the F, It’s like we talked about a little earlier. It stands for Franchise first. Like trust the brand. Like be a franchisee. It don’t build the better mousetrap. Like if you want to do all that just don’t be a franchisee. Go do it on your own. Right. Like because I think a lot of times it takes franchisees kind of this period to get into it before they start to trust the brand. And I’m like, why don’t you cut that all out and shortcut yourself to success by just trusting the brand right from the giddy up. Right. So, um, like I said, every letter kind of stands for something different, but I, I kind of harp on that one first because I think it’s the most important. And, uh, and then also the S in focus stands for scared. Uh, I think fear is healthy as long as you understand what the fear is and you can manage it effectively. Because I go back to the old NASCAR saying that that Jeff Gordon used to say he was like, If I’m not scared, I’m not driving fast enough. So if you’re gonna run on the ragged edge, if you’re going to put your life savings or your 401 K or Rob’s plan, whatever it is, you better be a little bit afraid, right? And that fear needs to motivate you to get out there and bust your hump every single day. Or you can, you know, if you’re laissez faire about it, you don’t understand how important this is. So, you know, our job as consultants is to help them manage that fear in the upfront process and look at it objectively. But I think a little bit of that fear always has to be there and be objective. So I mean, those are kind of two of the key things that I hone in on when I’m first talking to franchisees.

Ramzi Daklouche: Yeah. And another one, I it’s funny because I know the podcast today with the, with the coach, um, mindset coach and, you know, getting out of your own way. Right? I mean, making sure you clear your head and get somebody that can help you, uh, stop the fear sometimes. Right. Just move forward. Keep moving forward. Because fear in owning your own business is very healthy. It keeps you motivated. And you wake up in the morning because you got something to do, and you don’t have a paycheck every two weeks. But also make sure you don’t limit yourself. Become limitless at times. Very very important. Very good for someone listening now saying I want to be my own boss. What is regardless, franchise or not? What’s the smartest first step they should take?

Ron Taylor: Well, I think to first of all, they have to do some really self-introspection and examination, right. Like, I think a big reason that I’ve been able to be successful is I understand what I’m good at, and I understand what I’m not good at. I do what I’m good at, and I hire for what I’m not good at. I mean, it’s pretty simple, right? Like, so people that don’t have a good level of self-awareness, they will struggle in business, in my opinion, forever. Because if you’re like, I’m great at marketing, you’re probably not. Like, there there aren’t a lot of people that are really good at it. The algorithms for social are incredibly complicated. Google search is incredibly Complicated. You’ll probably need to hire for that. Like. Right. Like, I mean, I’ve seen enough franchisees in their local social media pages to know that most people aren’t very good at it. So I know I’m not good at it. Like, I don’t even pretend. Right? So but whatever you do, whatever you’re good at, you know, kind of go that direction. And, you know, I understand passion to a certain degree, but if you’re really good at something and then you start doing it and you do it and you’re finding success with it, your passion will grow really fast, like your passion will kind of grow into it. So, you know, I wouldn’t get too excited. You might be passionate for horses. You probably don’t want to do a franchise associated with horses, right? So but yeah, on something.

Ramzi Daklouche: Yeah. And passion by itself makes you technician makes you good at what you do. Right? I mean, I may have passion for, you know, being a beautician, I may be good at doing hair, but that’s it doesn’t mean I know how to run a business. So you gotta hire people that can help you around you to grow your business. Right? And I’ve seen that a lot, especially in Non-franchise, which I kind of specialize. I mean, we have franchises, but we have a lot more non-franchise businesses for sale and they end up. I mean, some of them are very talented, something I cannot do, but they’re missing all the rest of them. And some of some of them are smart enough to say, I need help. And some of them are just kind of run day by day. Uh, the financials are all over the place because they just never take the time to kind of make sure they have people around them and spend the money they need to to get the people around them to help them out. So. Yeah.

Ron Taylor: Correct.

Ramzi Daklouche: Listen, you talked a lot about, you know, starting new businesses, franchises and all this stuff. But one thing that is true for all of this is you gotta market, right? And I’m not talking about SEO, marketing, all this stuff, but you are part of a group, you know, a closed group like Nai or Chamber or. What are those terms for every, uh, business or operation, there’s a group. Why can I advice you have for new businesses? Because a lot of people come from corporate but are in, you know, coming to these businesses and believe it just happens. Like we open the door and people come in, right. And I’ve been through this before. I opened the business. I ran a big box company. I ran companies once. I have a grand opening. People are gonna come in and have big, you know, big group of people. And no one showed up that day, right? Because the wrong business. They didn’t understand it. So what’s your how how do people connect? Not working. Let’s talk a little bit about referrals. I mean let’s talk a little bit about that because I think it’s a missing key in small business. Right. So tell me what what are your thoughts on that one.

Ron Taylor: Well, I mean, first of all, like when you’re in business, you have to be comfortable with the fact that you’re always at work, right? Like 24 over seven. So I always have merch on like my, my apparel says sweat House. It says franchise authentic. It says nothing bundt cake, whatever it may be, I’m always at work and I’m doing everything that I can throughout the course of the day to facilitate those relationships. So it’s B’nai every week. You know, those meetings start at 730 in the morning sharp, and you have to be there. It’s I do agree that we I.

Ramzi Daklouche: Do three week.

Ron Taylor: Perfect. Yeah. Right. You got it. I mean, you gotta show up. You gotta show up. 90% of success is showing up. So you gotta go to chamber events. You got to go to their power lunches. I show up at a ton of other people’s, like, ribbon cutting ceremonies. Right? Because the chamber list stuff goes right on their website. So if it’s anything relevant to me or anything in proximity to me and I don’t have something else pressing, I’m going to I’m going to the ribbon cutting ceremony, because who’s going to be there? You never know. It might be a banker who can get you financed. It might be, you know, somebody who is looking to do a deal with maybe get into franchising because they want to diversify. Maybe it’s somebody who’s looking for, uh, something for their staff in the realm of health and wellness. You got to get yourself in those vortexes, right? So because when you get caught in that cyclone, it’s going to spin you in the right direction. So I agree with you. I think there’s a lot of people that are just like, ah, you know, I’m gonna, you know, hang a shingle and people are going to show up. And don’t get me wrong, if you open a Dunkin Donuts, they’re going to come. It’s a Dunkin Donuts McDonald’s. But how.

Ramzi Daklouche: Many.

Ron Taylor: How many of those are there? Right.

Ramzi Daklouche: Like there’s not a whole lot of brands that can like if you open Chick-Fil-A, people will come to you. They want to meet you, right? Mcdonald’s, Dunkin. That’s fine. Yeah. I tell you a story that happened to me today, right? So I had a previous podcast today in person in my studio, and I met this young lady who’s a coach, and we were talking about and she mentioned the group I didn’t even know existed. But it’s like a perfect group that I need to be a part of. Right? Already sent me the information. Already did it. Last week. I go to 2 or 3 BNI because I’m part of BNI, the oldest DNA in the in the East Coast Buckhead DNA in Georgia. Yeah. So but I went I go to 23A week because there’s not a whole lot of people that do what I do in BMI. So I think, you know, yeah, last week I went to one, I got a referral from them because they may not think of me all the time, but when I’m thinking, oh, I know somebody wants to sell, I want somebody else to buy. So there’s nothing better than working going out there. This show that I’m doing right now helps me even with that. So anything you could do to be in front of people, regardless of who they are, sometimes you just never know where they’ll come from as long as you open yourself. And I use the word overused, the word curious. Be curious about people. Don’t talk about yourself. Be curious about people. And you’ll you’ll see what comes out of it. So. Yeah. Very cool. Um, what’s next for you and your team in the next 12 months? I don’t like to talk 3 or 4 years. I know a lot of people talk strategy. I like 12 months. Let’s see. What are we doing now? Any new marketing ideas or partnerships on the horizon?

Ron Taylor: Uh, well, I mean, we’re going to be getting off the ground with nothing. Bundt cake. We have a six store deal up in, um, the, uh, Massachusetts and New Hampshire market. So, uh, it’s interesting. Three former edible franchisees will be kind of partnering up to to get that off the ground up there. So we’re really looking forward to that. Kyle Dumont is going to be the operating partner in that market. And he’s I mean, he’s about the most capable 28 year old I’ve ever met in my entire life. He’s just absolutely fantastic. So we’re super excited about that. Um, and then with franchise authentic, you know, like I said, we’ve got a couple early stage meetings with some emerging brands that may look to really get into franchising, and we’d really like to help them out with that. And then, you know, find some people that that might end up wanting to navigate franchise opportunity. We called it authentic because I feel like we bring such a real world approach to everything, like I’m going to be very discerning about what brands I put together my potential client base with, right? Like, there are going to be certain things in the FTD, like if they’re in there, I’m not going to be aligning you with those particular brands.

Ron Taylor: Like I’m going to be very particular and very specific things that are, uh, you know, more franchisee leaning, uh, to make sure it’s a favorable situation for them. Because, you know, I’ve been down the road, I’ve been part of a lot of ftd’s I’ve been part of a lot of franchising, uh, franchise agreements. Uh, so, you know, I’m really going to try to help people understand that and just bring a real world, no nonsense approach to helping people figure out could they explore a new career path and just give it to them straight? And I think, you know, sometimes that you’re just going to have to look people in the eye, be like, hey, man, I don’t I don’t really think this is for you. Uh, but I think for most people, if they’re genuinely interested in being a franchisee and following franchisee guidelines or franchise guidelines. There’s a franchise out there for them, like whether they have a ton of capital, whether they have a little bit of capital, uh, you got to have effort. I’m not a fan of, you know, this semi absentee thought process behind franchising. I think that’s I think that’s crap.

Ramzi Daklouche: Anything any, any, uh, absentee or absentee is worth. You’re not worth the the not.

Ron Taylor: Not at the beginning. Right. Like, I mean like, that’s like, you know, when you when you have a kid, I always just tell them the, the analogy is like, it’s like a child, right? When it’s born, you got to do everything for it. And as it gets older, you can pay less and less attention to it. And then by the time they’re 16, they’re driving their car. All they want you to do is give them some money. So, uh, I mean, I got to that point now, right where, like, I could have probably walked into some locations and they’d have been like, how can I help you today? They would have thought I was a guest. Right? But that was not.

Ramzi Daklouche: To get there.

Ron Taylor: Though. You’re right. That was not your one or 2 or 3 like that. That that takes some time, right? Yeah. So, um.

Ramzi Daklouche: You know, good point. Also very important to kind of when people think of franchises, they need to stop thinking about only restaurants. Everything is different now.

Ron Taylor: Right? Yeah. Home services is booming. I mean, there are so many great home services brands out there. Uh, boring businesses and franchising are do phenomenally well. They do phenomenally well.

Ramzi Daklouche: So boring business and business sales do run our home. Home, uh, home business home businesses. Uh, but home services is, uh, is commanding high multiples. High multiples.

Ron Taylor: Right. But but you have to show up, right? Like, you have to be a sales person. Like you, you have to knock on doors. You have to grind it out. You have to be there. You have to be service oriented. So it takes the right person. But you know, we we all we know this, right? We have less and less free time. I don’t want to pressure wash my own house. Like I don’t want to pressure wash my driveway. Like I don’t want to cut my own grass. Like I don’t want to do any of that stuff on the little free time that I have. I want to do something enjoyable. So I just assumed wrong.

Ramzi Daklouche: That.

Ron Taylor: I’d pay somebody to do that.

Ramzi Daklouche: Absolutely, I found out, which I still think about as crazy concept, but it’s working. There is a franchise for dog poop picking up, picking up.

Ron Taylor: There’s multiple ones and they do great.

Ramzi Daklouche: Um, so.

Ron Taylor: But. Right.

Ramzi Daklouche: You know, nothing shocks me anymore as this age. I’ve seen it all. I’m sure you have to listen. You have a lot. You. I mean, your hands in a lot of different things from sweat House franchise. Authentic to, you know, nothing but, uh, bundt cake. Uh, I don’t know what else tomorrow around, but how can people connect with you? Because, you know, that was like, okay, great. You have all this information, wealth of knowledge, right? What’s the best way? What’s one of the companies you want them to connect with you on?

Ron Taylor: I think the best way to connect with me really is through franchise authentic, right. It’s just franchise authentic. Com uh, I was excited that the domain name was actually available. Uh, so yeah, that’s the easiest way to do it. You can see my story. You can understand, like what our thought process is, how we take people through the process. You can reach out and contact us directly on the website. Uh, it really gives you some insight into my background, my history. I mean, there’s plenty of pictures there. You know, when you were there, when I got to meet Shaq, that was that was a highlight of my.

Ramzi Daklouche: I have a picture with Shaq. I saw your picture on LinkedIn. I thought, should I send him my picture too? I haven’t, it was not so. It was running out of time at that time. But nice. Very nice.

Ron Taylor: Yeah, super great guy. So you know it’s the best way to kind of, you know, if you want to get a little bit of a feel for us and how we do business and me and my story, before you necessarily reach out like that’s probably the best way to do it. And then, you know, trust me, I’m, I’m my windows are open 18 hours a day. If you reach out to me, you’re going to hear from me really fast.

Ramzi Daklouche: That’s awesome. Awesome. Uh, and what’s the website again? Just for the authentic com. Perfect. Perfect. Well, listen, uh, Ron, thank you for joining us today. Your insights into leadership, franchising and business building are incredibly valuable. And I know our listeners are walking away inspired. Again, thank you very much. I really appreciate connecting with you again.

Ron Taylor: Yeah. You too. It was great to see what you’ve got going on. Like so is XR. Is that a franchise as well?

Ramzi Daklouche: Vr? Yeah. Vr is a franchise.

Ron Taylor: Vr. Excuse me. Vr. Yeah.

Ramzi Daklouche: Yeah.

Ron Taylor: That’s that. And that’s great. So you’re just handling business acquisitions, sales, mergers, things of that nature.

Ramzi Daklouche: Thank you for the for the plug. Yes I am.

Ron Taylor: Okay. I’m really I’m. I’m curious to understand.

Ramzi Daklouche: Yeah. Yeah.

Ron Taylor: I’ll have to talk catch up sometimes because I’d love to hear about it.

Ramzi Daklouche: Perfect. Thank you again.

Ron Taylor: Yeah.

 

About Your Host

Ramzi Daklouche is Principal at VR Business Sales. His mission is to facilitate seamless transitions for business owners looking to sell or scale. The organization’s four-decade legacy in managing transactions, from modest enterprises to extensive mergers, resonates with his expertise in mergers and acquisitions. Our collaborative approach consistently unlocks the true value of businesses, ensuring sellers’ peace of mind throughout the process.

His journey began when he left corporate world to venture into the challenging realm of entrepreneurship. After running their own business for several years and earning accolades for their dedication to service and quality, he decided to establish VR Business Sales Mergers and Acquisitions Atlanta. Their mission is to provide unmatched value through transparency, security, diversity, service, and experience.

At VR Business Sales Mergers and Acquisitions Atlanta, they empower business owners and buyers with clear, honest guidance and exceptional service throughout every step of the transaction process. While their office is based in Atlanta, they offer their services nationally and globally, embracing diversity and engaging with a broad spectrum of communities and businesses.

With decades of industry expertise, they aim to build lasting relationships based on trust and excellence, enabling their clients to achieve their business goals with confidence and peace of mind. Whether they are transitioning from owning their business or moving toward ownership, they’re here to support every step of the way, navigating the vibrant landscape of Atlanta’s business community and National & Global markets for remarkable success.

Connect with Ramzi on LinkedIn.

 

Tagged With: Franchise Authentic

BRX Pro Tip: Action Over Aspiration

April 8, 2025 by angishields

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BRX Pro Tip: Action Over Aspiration

Stone Payton: Welcome back to Business RadioX Pro Tips. Stone Payton and Lee Kantor here with you. Lee, as you know, and probably the vast majority of our listeners know, action is a core value at the Business RadioX network. Speak a little bit more to that, if you would.

Lee Kantor: Yeah, I think, a lot of times, people spend too much time on kind of these big dreams, these big goals, and that’s what they kind of spend a lot of mental energy on instead of taking, you know, specific actions. So, you know, big goals are important. It’s important to have that kind of mountain you want to climb because they give us vision, motivation and things to strive for. But to be real about anything, a goal without action is, like they say, just a dream. And in order to make that dream come true, you have to take specific action, and you have to take relentless, specific action. If you spend too much time thinking about a huge goal, I think that, a lot of times, people feel overwhelmed and it’s so big they don’t even know where to start.

Lee Kantor: So, the place to start always is start small somewhere, and then just start taking steps. So, if the first thing you do is work backwards from the goal. Like, what’s the thing I have to do the day before the goal is done? And you just keep backing out. What do I have to do until you get to today? What do I have to do today? And if you can break it down into small, clear steps, then, all of a sudden, you’re going to have clarity. Then, you’re going to have things that you can be doing today, and tomorrow, and the next day.

Lee Kantor: And action is what fuels progress. Action is the thing that leads to real results. And it’s much better, instead of saying, you know, “I want to make $1 million,” a better goal is, “I’m going to contact five prospects.” And then, don’t worry about the million dollars. Worry about contacting five prospects every day. And if you do that every day, then you’re going to get to the million dollars. So, I think it’s a better play to have actionable, small goals that you can accomplish every single day, some action step that you can take every single day, rather than some big aspirational goal that is too general, and too broad, and that it can feel overwhelming.

Transforming Leadership: From Fear to Empowerment in Times of Change

April 7, 2025 by angishields

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Mindy-VailMindy Vail is a keynote speaker, author, and consultant specializing in transformative leadership and change management. With over 25 years of experience, Mindy specializes in guiding leaders and organizations through the complexities of growth, resilience, and strategic realignment.

A former educator and corporate executive, she combines deep expertise in change management with a globally informed perspective, having lived and worked in Asia, Europe, and North America.

Mindy’s approach focuses on actionable insights and sustainable shifts in mindset, fostering adaptability and collaboration in dynamic environments. As a Prosci Certified Change Management Practitioner, Certified Hogan Leadership and Positive Intelligence Coach, she empowers emerging and seasoned leaders to embrace change, enhance team dynamics, and align vision, mission, and values with tangible outcomes.

Known for her relatable and engaging presentation style, Mindy is committed to helping individuals and teams unlock their full potential. Her book, The MindShift Effect, is a testament to her dedication to inspiring resilience and positive change across diverse industries.

Connect with Mindy on LinkedIn.

What You’ll Learn in This Episode

  • The biggest obstacles leaders face when driving organizational change, and how they can overcome them
  • Challenges women face in leadership roles today, and how businesses can create more inclusive and empowering environments
  • How executives and business owners can develop the agility and resilience needed to adapt to market shifts, AI advancements, and global disruptions
  • Why feedback is often mishandled, and how leaders can foster a culture where feedback fuels growth rather than fear
  • What skills and mindsets businesses should cultivate in their rising leaders to ensure long-term success
  • Strategies leaders can use to get employees on board with major changes and create a culture of adaptability

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. This is going to be a good one. Please join me in welcoming to the broadcast keynote speaker, author, and consultant, Mindy Vail. How are you?

Mindy Vail: I’m great. Stone, thank you so much for having me.

Stone Payton: Well, the pleasure is all mine. I’ve really been looking forward to this conversation. Let’s start. Maybe tell us a little bit about your practice and what you’re really out there trying to do for folks. Mindy.

Mindy Vail: Yeah. Thank you. I am a consultant, as you said in the intro. I’ve authored the book The Mindshift effect, and I help leaders navigate change through their organization, whether it be small or large, mergers or acquisitions, and help them lead their teams through the tough times of change. And we have a lot going on right now. I mostly focus on the HR world, which is being blasted by, um, all kinds of changes right now, and just trying to keep up with it can feel overwhelming. And so I step in and try to help those teams navigate that.

Stone Payton: Well, I gotta say, as a sales and marketing guy earlier in my career, I got to believe, uh, choosing the practice of helping people navigate change. I don’t think you’re ever going to be out of work, Mindy.

Mindy Vail: No, no. You’re right. Absolutely right.

Stone Payton: Oh my goodness. So what do you what are you running into? What are you finding these days, anyway? Are some of the the biggest challenges or obstacles that are that leaders are facing in, uh, when they’re trying to, to navigate this new terrain.

Mindy Vail: Yeah. It’s mostly it boils down to fear. Um, fear of just uncertainty, not knowing what the future holds. And it can be fear of job security. It can be, um, fear of just not knowing what’s going to happen next. And so I think that that puts us in a very uncomfortable situation and mindset of, you know, we’d like to have control over things. We like to know what the next step is. And very few people flourish in a state of fear. Very few people. So that’s the number one thing I’ve been seeing recently is just an underlying this current of fear.

Stone Payton: When I’m operating under the impression that, yes, there’s so much going in our world here in this country anyway, that there’s got to be plenty of that. But that must happen, you know, when there’s a downsizing or a major technology upgrade or a merger or acquisition. I mean, that’s that’s probably happens a great deal, doesn’t it?

Mindy Vail: All the time. All the time? Absolutely. And before I left, um, the position I was in, I was up with a company in the northwest for almost ten years, and we had an acquisition from a Canadian company, and then we merged with, um, sister companies underneath that umbrella. And it created quite a bit of uncertainty, and it was very difficult. And that happens all the time. I see organizations who are combining cultures that are very different, and they’re having to work under this new system that is very unfamiliar to them. And so there’s going to be resistance, there’s going to be communication gaps, there’s going to be leadership misalignment. There’s going to be some change fatigue that happens. And so all of those you mix into one pot, and it’s the ingredients for kind of a messy situation if you allow it to be.

Stone Payton: So you mentioned that one specific set of experiences. What is the full backstory? What? Tell us a little bit about your journey to coming to this line of work.

Mindy Vail: Yeah, yeah, I would love to. It’s a little unorthodox, but I love it for that reason. I was a high school English teacher for 17 years in the Denver metro area, and then I left public education and the family and I moved out to the Pacific Northwest, where I took on a position just as a e learning curriculum development, um, training manager, and then kind of worked my way up and became an executive VP of culture and employee engagement, and was able to work with strategic communications and HR learning and development, and really got to see a different side of the world, from public education to corporate exec. And, so it’s been a little different as far as career path goes. But it’s worked. And that’s really what I, um, promote in my consulting and my speaking is it’s never too late to try something new. And things are constantly shifting. And if you’re willing to step into that fear and uncertainty, that’s half the battle. And I think that’s where I’ve flourished. I don’t love change, but I accept it as a reality. And I and I try to roll with it as best I can.

Stone Payton: Now, are you finding that certain types of leaders or certain segments of people within organizations? Well, I’ll just pick one, like women like do. Let’s just say women. Do they have challenges that are unique to to women in leadership and change? And maybe there are other groups that aren’t coming to mind right now?

Mindy Vail: Yeah, absolutely. And I appreciate you bringing that up. I do a lot of work with women in particular. I work with women owned industries, and I do a lot of my workshops with women groups. There are still biases and stereotypes alive and well, and we have to accept that those are still there. We often face scrutiny on competence versus likability. We’re constantly trying to balance what it is to be in charge without being aggressive or deemed other names that I won’t say us right, and we still have a lack of representation in those higher roles and positions in companies. And so we don’t have the same level of mentorship and role models as maybe men do. Um, I think that we still face work life integration pressures. We, we we’re a lot to everyone. And so we have to somehow balance our lives, our personal lives, with our professional lives, while still holding our identity true and not losing ourselves within everybody else. So yeah, I definitely think the women in Leadership is is top of mind for me in particular.

Stone Payton: Okay, let’s talk about me for a minute. It’s my show.

Mindy Vail: Yeah, yeah, let’s do it.

Stone Payton: No. With respect to this question, actually. So I’m the number two guy in a pretty successful media company. I’ve made a comfortable living for a lot of years. So, you know, I’m fairly well-to-do, middle aged white guy. I would like to think that I’m not biased or prejudiced, but it occurs to me, though, that sometimes, um, we can create preconceived notions, biases, um, and not even be fully aware of it. So I wanted to get your opinion on that to see how accurate you think that might be. And then more importantly, okay, look, Stone, you could impact a lot of lives. What what could should you be doing to be more in, in passive and empowered? Some of these folks that feel like maybe they, they, uh, are, uh, you know, digging out of a little bit of a hole.

Mindy Vail: Yeah. And and stone, let me just hats off to you for just saying that out loud, that you do accept that, you know, you are in a situation where you are grateful for what you have and self-awareness. I preach this all the time. Good leaders are self-aware. Good leaders can say the things that bad leaders don’t say of, yeah, I accept that I am this way, and I accept that I may have unconscious biases and I respect that 100%. Um, we all have unconscious biases. That’s the thing. Like if you say you don’t, you haven’t done enough research, right? Because it’s how our brains work, and we’re influenced by our background and our experiences, our culture, our upbringings. And we have these mental shortcuts that go to immediate assumptions. And they’re not always negative. That’s the thing. But it is real. They’re often limiting. Even if they’re not negative, they’re often limiting. And I write about that in my book. And I think for someone like you asking that question, that’s where the conversation starts. We acknowledge and we educate ourselves. We help to be an ally. We amplify underrepresented voices. We listen with the intent to understand, not with the intent to immediately respond with our opinion. And that’s really tough sometimes because we think we know the answer. But if we just listen with the intent to Tend to understand. We can learn so much more. Um, and I would just say call out those biases and microaggressions that we see because they’re everywhere. And it doesn’t have to be embarrassing. It’s really just how our brain works of yeah, I just I noticed this and I’d like to address it. Let’s talk about it. So I appreciate you asking that question. I think that’s that’s amazing. Very respectful.

Stone Payton: Well, it’s interesting that you bring up this, uh, this concept of genuinely listening. I was, uh, on an interview. It was just a few days ago with, with another very well established coach, and we and we, we started talking about the difference between, uh, listening and waiting, as in, just let them get done talking so I can say my thing.

Mindy Vail: Yeah. It’s so hard to write. It’s so hard. Because when we’re in a conversation, we want people, especially when we’re a leader and we’re and we’re running the show. We want people to see that we know what we’re doing. We want people to perceive us as competent. And so with that comes this responsibility to share our knowledge. But sometimes we just need to sit back and listen. Truly listen. And for me, I’ve had to train myself over the years to what you just said, to wait to pause and reflect on. Is this a beneficial, purposeful place for me to insert my opinion, a comment, or a statement? And that’s really hard to do. But you can train yourself to do it, and you find that not only do you learn so much more, but you’re really showing respect for the other person and giving them space to be something in that moment that maybe they haven’t had a chance to do.

Stone Payton: Speaking of training yourself, is there a master key or a set of disciplines or process for getting good at this topic? You mentioned earlier in the conversation of of embracing uncertainty.

Mindy Vail: For me, Stone, I really advocate taking time for yourself, truly for yourself. Um, whether that be meditation, I, I meditate, I also go for walks in nature. Um, I have a little bit of a hippie side to me, but you do not have to be a hippie to do these things, right. To get out and get fresh air by yourself. Um, maybe take a walk every day to the same area and notice something different every day. And then meditate. Think about those things that are consuming you and figure out how you can compartmentalize them and prioritize them in a better way than what you’re doing. Organize your life. I think exercising is always good, and talking to others who share in your passion is really helpful too.

Stone Payton: So what are you finding the most rewarding about the work? What are you enjoying the most these days at this point in your career?

Mindy Vail: I love when people are able to notice something different about themselves and how they process information, or how people perceive them. I love when that when that light turns on, and I was able to just be a catalyst to get them there. I love when there’s that self-awareness spark of energy of, oh my gosh, I never actually realized that’s what I do. And now I see it, and I can change it so that I can lead better or I can speak with more confidence. Or I can listen to understand more than I have before. Those are the moments. And this comes back from years of teaching too. That’s what I loved about being in the classroom, of seeing those aha moments. That’s what’s rewarding for me.

Stone Payton: So let’s go back to that, that transition from the teaching. And then, you know, now you’re in business. You’re out there practicing your craft, but you’ve also got to run a business. Was it tough in the early days like just the just getting the business like this whole sales and marketing aspect of things or did that come pretty easy?

Mindy Vail: No, it was it was tough. It was tough. First off, leaving teaching and then moving into the corporate world, it was tough just to learn all the acronyms and the business acumen. But like that was a whole beast in and of itself, right? You know, they had three pages of acronyms and I was just overwhelmed trying to learn the new terminology. Um, but you you get the hang of it. It’s it’s assimilating yourself into a foreign language and a foreign country, and you just do it over time, and and it becomes easier. Um, then shifting from being with a team of people who I relied on every day and respected and absolutely just loved collaborating with to being my own boss, working for myself by myself, that was different. That took me a little bit longer because I loved that team aspect. I still miss it, but I found the rewards that come with working for myself as well. And so yeah, it took me a long time. It was like a definitely a culture shock. I won’t lie, it definitely took months. And writing the book was part of that journey to really put down all of the things I was passionate about, and reminded myself that this is exactly where I need to be doing what I love.

Stone Payton: Well, I definitely want to talk about the book in a moment. I’m interested to know the structure and the content and how people can use it and all that. But, um, initially my one of my questions is just the process of committing your ideas to paper. What was that process like for you to actually sit down and craft a book?

Mindy Vail: It was unexpected. I did not sit down with the intention to write the book. I have an advantage because I was an English teacher. I have always loved writing. That’s been one of my passions, and yet I’ve never shared it in a public venue. So when I was part of a pretty major layoff, I really had the opportunity to sit down and just journal and it became really what is now the book. I started talking through this by myself on paper of what it takes to be a great leader versus a not great leader. To be very frank, just, you know, why leaders suck and why they don’t. Um, and so I started really digging into it. And I’m like, God, I really do love the neuropsychology behind all of this. And I love digging into the whys and the hows and how people respond to different behaviors and personality traits. So before you know it, I said, you know what? I’m just going to try it. I may what do I have to lose to try to write it? And I did, and it was one of the more rewarding processes I think I’ve put myself through.

Stone Payton: I would imagine, and I know your book has been successful and helped a lot of people, but I would imagine, if nothing else, investing the time and energy to commit your ideas to paper like that. Uh, I bet you it helped you solidify and crystallize your own thinking on a lot of topics and probably made you that much better of of a practitioner. Yeah.

Mindy Vail: Yeah, I would like to think so, Stone. I really think that it helps. Like anytime you can put something in writing or teach others about it, you really know what it is you’re talking about, right? It does solidify the content. And it really helped me organize all of the thoughts that were in my head at the time. But I just couldn’t compartmentalize everything because there was an emotional aspect to it as well. And yeah, I would like to think that it has made me a better practitioner.

Stone Payton: Yeah. So talk about some of the key topics covered in the book, and maybe a little bit about the structure and how how one can get the most out of it.

Mindy Vail: Yeah, I wrote it with the intent to just share my thoughts with other leaders who were either struggling to get to that next phase in their career or to the beginning leader like an emerging leader. I was able to build out and run emerging leader programs, which were super rewarding. And so this book really has that in mind. It’s structured so that you take one chapter at a time, you process it, you digest it, you think through it. And then there’s those reflective questions of, okay, just stop. Just stop right now. Just pause. Like we were saying, read and then pause. Listen and then pause and then really reflect. Where are you with this information so far in your day to day career? How are you putting this into practice? How is it working for you? How is it not working for you? And then put the book to the side and then come back to it later and do another chapter? So it’s not it’s structured in a way that’s not meant to be ingested all at once. And I’m all about bite sized learning. That’s the way we process and retain information most effectively. And so that’s how I have it structured.

Stone Payton: This strikes me that the way it’s structured and the way you described using it, it strikes me as being very helpful for an individual. But I wonder if it wouldn’t really lend itself to like a group of execs or a group of emerging leaders. And we go and we read the chapter, and then we get together and we kind of talk about what we took away from it and how we tried to apply some stuff that worked. Does it lend itself to that kind of group, peer to peer exchange at all?

Mindy Vail: You are in my brain 100%. It does. It is. It’s really that’s how I approach teaching and learning of you individually, taking information. And then you come together with other people who are going kind of through that same journey as you, and you talk about it, you discuss it and you dig in.

Stone Payton: So what are some of the we won’t try to do the whole book here. We’ll make sure people know how to get their hands on it. But what are some some key topics that really stand out for you or you feel like? You know, I this is something that comes up all the time, and I know people are going to want to at least read through this and try to apply some of this material.

Mindy Vail: Some of the topics that I start with are. What you really opened this conversation with is recognizing your biases, and really getting into why you think the way you do about the world around you. And then I get into kind of the neuropsychology of change, the things that we don’t often think about because our brain is just on automatic pilot, and then how that really impacts the decision making. Um, I talk a lot about how we get to true innovation. We’re always as companies, you know, that’s one of the big core values, is we want to be the innovators. But what does that really mean? And how is that tied to successful change? I talk a lot about strategic planning and when we have our vision and mission and values, what does that really mean to building a culture that lives and breathes those things? How do we get there? We can’t just put it on a poster and make it come alive. We have to do a lot of behind the scenes work to get there. And then I also talk about just embracing, having a growth mindset and how to do that. When you feel kind of trapped, maybe in a job you’re not flourishing in, maybe you’re having disagreements with coworkers. Maybe you just don’t love the culture. How do you then embrace a growth mindset and move out of that discomfort to a place where you’re going to flourish?

Stone Payton: I want to talk about this values thing because you’ve struck a chord in me, because I’ve spent my share of time in boardrooms and in corporate halls over the, over the years, and I’ve seen some pretty nice looking posters, you know, with the, with the acrostic spells out the values and right and that kind of thing. But it strikes me that it is clearly another thing to get not only that directly tied, clearly tied to where we’re going and why in the plan, but, uh, yeah, that, that that’s that’s a bridge. Not everybody crosses real well, do they?

Mindy Vail: Um, it’s so true. And I think we, we I, at least as a consultant, have seen this time and time again. The missing link is the leadership team. The leadership team must embrace and model expected behaviors that they want their team to exhibit. When we just send out, let’s just say an employee engagement survey and everyone gets the survey except the leadership team. There’s a break. That bridge will collapse. And so I always advocate when when I’m working with an organization to start with the leadership team first. Dig into how do they see themselves. Where are their gaps? Where are their opportunities? Where are their strengths? And then let’s talk about how are we going to build as an organization knowing that we have ultimate responsibility as leaders.

Stone Payton: And when it comes to to managing change in an organization of any real size and complexity, I got to believe no matter how well you plan, you’re going to run into some resistance, at least initially. Can you speak to some strategies for that? Well, first of all, just check me here. Am I accurate? Even if everybody or a lot of critical mass is on board in the early going that, you know, maybe that level of optimism is a little bit naive. And then when they really do take that computer program away that I’ve mastered over the last ten years now, I’m not happy. Does that kind of happen? Like later on they figure out more stuff that okay, now I’m ready to resist.

Mindy Vail: Absolutely does. And I’m a I’m a pro side change management practitioner and I use the Adkar model. Are you familiar with Adkar?

Stone Payton: I don’t think so, no.

Mindy Vail: Okay. This is going to this is going to be good for you then. Stone, I’m so glad you asked this question. The Adkar model a k a it’s you start with the need for change. The awareness of do employees know why you’re changing? Whatever it is you’re changing? If it’s a software program, do they understand? Have you communicated effectively as to why are you even changing this in the first place? Right. Because a lot of people, to your point, will say, I’ve been using this for 20 years. Why do I need to change? It works fine. Don’t fix what’s not broken. So you have to tackle that that a the awareness and then that desire of do people want to do it? And if they don’t want to do it because you have not communicated clearly the why behind it, the what’s in it for them? Chances are the resistance is going to really stall you right there. And then you have to teach them how to change. You have to implement really effective, good, solid training that is ongoing, not just a one stop shop. It’s a it’s an ongoing training development and then ability to implement required skills and behaviors of teaching them that this is this is not going away. We’re all going to model the expected behavior. We’re all going to use the training tools we put out there. We’re going to continue to communicate really clear, effective messaging and then reinforcing it. The are of ADR of to sustain that change over the long run. We’re not just going to drop it because we see that a lot. We we implement a change, we do all of the work and then no one ever talks about it again. And we get into this belief that, oh, well, they’re just never going to follow through on anything. We’re just going to stop paying attention to all these changes they’re putting in place. When we follow the add car model. It’s really effective.

Stone Payton: Well, I bet it is. It’s certainly it’s it seems like a very helpful framework to me just to get my arms around the whole thing. And it strikes me that it would be almost impossible to, to overcommunicate all the way through just to communicate, communicate, communicate. Because I suspect if you don’t, other people will fill in the blanks themselves. Maybe not.

Mindy Vail: Do they write their own narrative, don’t they? Yes, yes. And then oftentimes it’s at the beginning when we forget to communicate. And so as leaders, we’re already ten steps ahead because we’ve had all these meetings leading up to the communication. And then we just expect everyone to jump on board with us because they should be as excited as we are, but they haven’t been in all the conversations. And so when we get resistance, we’re offended as to like, why aren’t they jumping on board? We don’t get it.

Stone Payton: All right. I’m going to switch gears on you for a minute if I can. Well, you kind of touched on it because you you revealed that you may have a little bit of hippie in you, but I’m just curious. Hobbies, pursuits, interests, passions outside the scope of your of your work. What do you enjoy doing when you’re not doing this?

Mindy Vail: Yeah, so I do. I am in the Pacific Northwest, like I mentioned. So I do love hiking. I love being outside. We have gorgeous area up here, um, in Washington. And then I also have my own podcast that I just launched with a friend of mine. Um, it’s called Together To and we’re really setting that up to empower women in particular, like we talked about earlier, to really just embrace who they are and be able to set healthier boundaries for themselves to live their best life. And so I’m really excited about that. That’s that’s just like a side project that we just started and it’s super fun.

Stone Payton: So are you already capturing some content? Have you started?

Mindy Vail: We are. Yeah, we had our first our our launch was two weeks ago and we’re going to go every other week. And yeah, it’s super exciting.

Stone Payton: Oh fantastic. We’ll definitely continue to follow that aspect of the of the story. And I just can tell from having an opportunity to have a phone call with you a few weeks ago and now in this, in this exchange here, you, uh, you’re going to thoroughly enjoy it and you’re going to genuinely help a lot of folks with that. So congratulations.

Mindy Vail: Thank you so much. I really hope that that it proves to be true. Yes. Thank you.

Stone Payton: Yeah. Hey, listen, before we wrap, I would love to leave our listeners, uh, with a little bit of counsel advice. I call it a pro tip, but I’d kind of like it. And I guess the frame for that, for me, would be when it comes to producing better results in less time, but maybe related to some of what we’ve talked about. And look guys, the number one pro tip, uh, is reach out and uh, tap into Mindy’s work and maybe set up a conversation with Mindy or somebody on her team, but to to sate them between now and then, uh, let’s leave them a little something to chew on. Mindy.

Mindy Vail: I would say my tip is to invest in yourself. Invest in yourself. Whether that be coaching, whether that be therapy, whether that be just better, healthier lifestyles. Um, I honestly think that when we invest in ourselves, when we carve out deliberate time to just learn who we are, what our own core values are, what it is we want out of life, what’s bringing us down. It goes so far in our daily interactions with others, whether it be at home or at work. Invest in yourself.

Stone Payton: Amen and well said. All right. What’s the best way for our folks to do just that? Tap into your work. Um, maybe have a conversation with you. Definitely want to get them, uh, connected to this, uh, podcast, give them an opportunity to, for to have access to the book. So let’s leave them with some coordinates to make that happen easily.

Mindy Vail: Fantastic. Yeah. They can reach me at. Uh, Mindy and then Vail, like Vail, Colorado. Mindy. Vail. Com. And I’m on LinkedIn. Mindy Vail as well. And same thing, uh, with the podcast. It’s a little bit separate from that because it’s a little more fun and a little more lighthearted. And that’s together to podcast. And that’s also on LinkedIn. You can find that on my Mindy Vail profile.

Stone Payton: What a delight. Mindy. I have thoroughly enjoyed the conversation, I oversold it. I told you we’d have about a 15 minute conversation. We’ve gone well beyond that because I am so thoroughly enjoying it. I’ve learned a ton. I know our listeners will as well. Thank you for what you’re doing. Thank you for your insight, your perspective, your enthusiasm. And keep up the the good work. We sincerely appreciate you.

Mindy Vail: Thank you Stone, I appreciate you having me and getting to share my passion. And I love your energy as well. So this has been great for me too.

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

 

Tagged With: Mindy Vail

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