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Embracing Introversion: Transforming Perceptions of Coaching in the Corporate Landscape

March 26, 2026 by Jacob Lapera

High Velocity Radio
High Velocity Radio
Embracing Introversion: Transforming Perceptions of Coaching in the Corporate Landscape
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In this episode of High Velocity Radio, Lee interviews Jorge Alzate, founder of Forward Quest Coaching, about his transition from analytical chemistry to coaching introverted leaders. Jorge shares insights on leveraging introversion as a strength, strategies for introverts in business, and the evolving perception of coaching from remedial to developmental. He discusses success stories, practical communication tips, and the growing integration of coaching in corporate environments. The episode highlights the value of self-awareness, the unique contributions of introverted professionals, and the transformative impact of coaching on personal and career growth.Jorge Alzate is a leadership and public speaking coach and the founder of Forward Quest Coaching. After a 25-year corporate career spanning quality & food safety, digital transformation, and global program leadership, he now helps thoughtful professionals turn their natural strengths into leadership advantages.

He specializes in working with high-performing professionals such as scientists, engineers, project leaders, and emerging executives who want to communicate their value, lead with confidence, and speak with greater authority in business settings.

Through his Introvert Superpowers framework, he helps clients leverage strengths like deep thinking, observation, and preparation to build leadership presence, navigate high-stakes conversations, and deliver impactful presentations without forcing extroversion.

He is also the host of the podcast Forward Quest: Powering Introvert’s Success, where he explores leadership, communication, and personal growth through the lens of thoughtful professionals.

Connect with Jorge on LinkedIn.

What You’ll Learn In This Episode

  • Transition from a corporate career in analytical chemistry to professional coaching.
  • Specialization in coaching introverted leaders and leveraging introversion as a strength.
  • Differences between introversion and extroversion in professional settings.
  • Strategies for introverts to succeed in business environments.
  • The evolving perception of coaching in the corporate world.
  • Historical context of coaching as a remedial tool versus a proactive development resource.
  • Integration of coaching into organizational development and employee benefits.
  • The role of coaching in enhancing communication skills and self-awareness.
  • Success stories illustrating the transformative power of coaching.
  • The future of coaching as a structured, goal-oriented journey within organizations.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

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

Lee Kantor: Lee Kantor here. Another episode of High Velocity Radio in. This is going to be a good one. Today on the show we have professional coach with Forward Quest Coaching,Jorge Alzate. Welcome.

Jorge Alzate: Thank you for having me, Lee. Nice to be here.

Lee Kantor: Well, I’m excited to learn about your practice. Tell us about Forward Quest. How are you serving folks?

Jorge Alzate: Well, this is a solo partnership business venture that I launched last year after taking an early retirement package from my corporate job.

Lee Kantor: So what was kind of had you always been a coach? What was your background?

Jorge Alzate: No, my background was actually in analytical chemistry. I worked in a lab for many years at that corporate job. A great job to be an introvert and not have to deal with people. You put your head down, do your work, and you make a living. Um, but I found that the thing that challenged me most was the people interactions. If I work with someone day every day, I build a really strong relationship with them. But I saw that the people that I didn’t work with on a daily basis, I really had a hard time connecting with them. So I found a way. I looked for ways to address this challenge, this, this gap in my professional development. And I found a way to project management also through Toastmasters to kind of push my career forward. As an introvert within a corporate environment and getting to leadership, that’s where I really saw where the, the natural affinity I had to build relationships to have meaningful relationships translated to coaching, where I could listen to people, hear them out, ask them questions, be curious. And I did this on the side. It wasn’t something I was being evaluated. It wasn’t something that I was hired or promoted for doing. I just it just came to me naturally. And so much so that when things changed, uh, people that used to report to me no longer reported to me, they would still reach out to me. They would still search me. Hey, can you still coach me once a month? I’m having a hard time here in my new team, and this would go on for years. So when I like I told you, I took that early retirement package, I said, let me see if this coaching is something that I can pursue as a, as a, as a new career.

Lee Kantor: Now, were the people you were coaching, were they primarily introverts or you just happen to be an introvert who kind of saw an opportunity?

Jorge Alzate: You know, I would say that the people that sought me out the most. I saw them as introverts. Not that we ever discussed that as a topic or a goal or a barrier, if you will. But I think there was a natural attraction, like attracts like sometimes. So, um, yeah, I think that just worked out that way.

Lee Kantor: So when you were in your career and you were, I guess, in the sciences, which I would imagine leads itself to an acceptance of introversion as just, hey, this is how it works. This is who we’re attracted to this type of work. When you got into the coaching realm, um, where I would think when you’re trying to attract business people, when you don’t have kind of the infrastructure you have, extroversion might be perceived as a better quality to have in that world. Was that like, how are you viewing kind of introversion versus extroversion when it comes to kind of building a career and building up your own professional, um, status.

Jorge Alzate: Yeah. And to be clear, introversion, the way I define it is, um, when you’re around a lot of people, large groups of people in social environments that drains energy and to recharge that energy, you go off on your own and do solo activities. And the more solo activities you do, the, the, the higher your energy gets. Extroverts are the opposite. They gain energy by being around people. If they feel down or low, they just seek out people to interact with. Does it need to be friends or family can be strangers. And the second thing is, uh, speaking. So introverts tend to think before they speak and extroverts speak to think there’s a kind of, uh, stream of consciousness going on as, as they’re talking. And that tends to take a lot of air time. So to your question, you know, if I’m launching a business and I need to be visible, I need to be vocal or frequent in my communication to others. In some ways it can be a challenge, but in other ways it can be an advantage. An example of an advantage would be creating thoughtful posts on social media that are well thought out and planned. Um, the reflection in formulating a business plan for sure is an advantage that an introvert has because there’s a deep inner world that we have. I think probably where, where an extrovert might have an advantage is that natural affinity towards large crowds. Um, to be around big social circle. So having a big social network. Uh, I’m just speaking personally. I don’t have, um. You can spread the word out. So that word of mouth that is, um, a, a business, uh, strategy. Uh, definitely an, an introvert with large social network has an advantage right out of the gate.

Lee Kantor: So when you said, okay, um, have this opportunity here, uh, circumstances, um, kind of were created that allowed me to pursue coaching now. So what was kind of the beginning stages were your first clients, people you had already had relationships with, or were you going out to the world and saying, you know, build it and they will come and, uh, here’s forward quest. I’m going to start, you know, like you said, posting, maybe get putting some of you know, your strengths out there, uh, creating thoughtful content and then just hoping to attract people to you. Was that kind of the the thinking at the beginning?

Jorge Alzate: I like the way you put it. Build it and they will come. I think I needed the world, I think I needed the universe to send me a sign to build it. And the reason I say it is, is because like, my origin story is I’ve been a toastmaster for about 15 years, and I was at a toastmaster meeting. I wasn’t even given a speech. I was I was on a panel, someone else was leading the panel and I was just answering questions and saw a guest came to the meeting. After the meeting, they came up to me and said, I really like the way you express yourself, like the way you talk. Can I get your number so we can exchange ideas? I said sure, and we met later on and he told me that he has his own business venture. He wants to launch. He wants help on communication and public speaking, and he wants to pay me to coach him. So this was like, you know, at the time, I wasn’t thinking about coaching. I just got the retirement package. I was applying to project management roles. Not getting a lot of traction, but someone had come up to me and after the meeting in person, go to the ATM, take out cash, and then hand it to me for the service that I just provided him.

Jorge Alzate: That was like a huge awakening, just a big knock on the head to say, this is time for you to build this, this potion. And a week later, I enrolled in a coaching academy where they teach you not only coaching skills, but also business skills, social media, how to, how to start a podcast. And that was where I started to build a little bit of traction, um, getting clients, you know, they, they kind of put you training wheels on you and tell you you’re going to start with pro bono. So put out a post on social media that you’ve got some spots open for pro bono coaching. You just got certified and so forth. And I got a lot of, um, hits with that post and I had some pro bono clients. So I was able to learn some things and, and start to develop my niche, which I did at the time, which is coaching introverted leaders. So that’s kind of how it started.

Lee Kantor: So then you, so you kind of leaned into the introversion and then now the focus is, is, is that still the focus is, um, working with introverted leaders?

Jorge Alzate: Yeah. I think that I’ve now developed a thought leadership position, especially on LinkedIn, where I tout that introversion is an advantage there. It’s actually a set of superpowers, um, that many introverts don’t realize that they have because they’re trying to adapt to an extroverted business world. And, you know, let’s be real, it is an extroverted business world, but with some self-awareness, with some education and coaching. Introverts can realize that the traits that they have naturally are, are superpowers that they can tap into and, um, help them show their value through their, in their profession and their business and their personal life. Uh, so yes, introversion, introverted leadership, introverted professionals, uh, moving forward and not it’s okay. There’s no, there’s no right or wrong here. If you want to say that introvert, then there’s something I need to get over. I need to act a certain way when I’m at, at, at, at my job, that’s going to take energy and that’s a choice. That’s okay. But there’s another way, which is tapping into your natural strengths and not pretending to be an extrovert, but believing in yourself that you’ve got natural abilities and you have value.

Lee Kantor: Do you find that, um, introverts are quicker to, um, identify themselves as introverts than extroverts are, are quicker to identify themselves as extroverts? Like do I, I’m an introvert and I spend like you a lot of time thinking about it. Do you think extroverts spend that amount of time thinking about their extroversion?

Jorge Alzate: Well, I think there’s some myths about what introvert means and what extrovert means and the way they think of each other. So extroversion, you know, you can substitute outgoing and everybody says, yes, it’s the same. An introvert, you can substitute shy, reserved, and everybody thinks interchangeable. And it’s not. That’s not true. Oh, shyness and introversion. They’re separate. Um, shyness can can be overcome with building confidence through courage and having mentors help you along that path. But realizing that you’re an introvert. Maybe you don’t have the words, but taking joy in solo activities like reading, you know? You know, large auditorium and you just by yourself reading or going on walks daily or bike rides like I do in, in New York City in the metropolitan area by myself. Um, you kind of realized that I like to be alone and I don’t, I, I grew up in a house of extroverts, so I was always the outlier, the one that had to fight against having the big parties and not wanting to join any of the big parties. So I think there’s a, there’s a realization that there’s a personality difference, but there’s always conflict involved.

Lee Kantor: Now, um, having worked in a variety of kind of environments over the years, can you talk about some strategies maybe an introvert can, um, execute on when it comes to like, say, um, they’re in a, in a meeting or a group setting. How do you recommend they, um, leverage their superpowers when there are groups of people around them where it may not be their, you know, favorite place, but they still have to execute and deliver in those environments if they want to, you know, grow their career.

Jorge Alzate: Yeah. I’ve recently, I’ve heard some of my peers in the introvert thought leadership space talk about making sure that organizations are adapting their evaluation systems to accommodate insurance because they can provide a value. Um, but they’re not comfortable speaking up for whatever reason. And you can attribute to introversion. I don’t, um, I’m, I’m of the, I’m in the camp where it is what you can control as an introvert to express yourself, to advocate for yourself. So the one superpower that has introverts all have is reflection. Reflecting on the meeting that’s coming up. And then, and here’s the kicker. Prepare for it. Do the work. Don’t expect to show up to that meeting unprepared and say, hey, I’m just going to use my natural talents, my, my intellect to speak up when the time comes up and that time never comes up because you’re sitting back, you’re reserved, you’re thinking you’re overthinking. Maybe. So the the key to being visible in the meeting. It’s not to talk all the time, but it is when you do talk. When you do speak up. Have something meaningful to say. And that is built through your preparation, through your rehearsal, your practice, your research before that meeting. And this is what we do. Anyway, we’re going to reflect, we’re going to overthink. We’re constantly visualizing, I do. Oh, and when that time comes, speak up. Another another tactic that can can be cultivated is curiosity. And that is when you do speak up. Have a question. Think about what was what’s being said. You’re going to do that anyway because you’re standing back as an introvert and now you’re discerning. You’re you’re thinking about the logic behind what people are saying and have a question. And then when the time comes, type in interrupt. Um, have to take that risk to be visible by asking a question that nobody else has thought of, because you you’ve thought about it because you have a discerning intellect. So those are just two, two ways that you can show up for yourself. Advocate for yourself in these in large business environment meetings.

Lee Kantor: So how do you, um, like when you’re, when someone’s working with you and you’re having a coaching session, are you kind of role playing how to deal with those situations? Because a lot of folks I know you didn’t, you don’t like using shy as kind of a synonym for introvert. Um, but there are a lot of people who are shy and may or may not be introverts, but they are holding themselves back in those kind of situations, or they’re not volunteering to speak at an event or be a panelist even. How do you like, what type of work are you doing to help them get the confidence that they need in order to do that kind of activity.

Jorge Alzate: Yeah. Recently I had a coaching engagement with an introvert who wanted to do just that to be able to articulate herself in a business environment with a potential clients on interviews. And this is a person who expressed herself through writing, got amazing, um, blog posts where deep thoughts were put on paper and put out there on the internet. Uh, and then I just asked her what, you know, what is it? What’s one thing you’d like to improve about the way you express yourself? And she said, well, I’m jumpy. I, I don’t I’m all over the place. I it’s just like a stream of consciousness. So one thing that I had her do is, well, what are what is that listener expecting from you? What do they want most? Well, they want value for me. They want some takeaways. So one of the tactics that I can use in this situation is look at what you’ve already done and then show me the structure. Um, how have you signaled to your audience the value that you are about to deliver to them without even seeing them? So that’s a technique that’s, that’s I’ve heard about, it’s called sorting and labeling, where before you say something, before you start explaining what you’re going to do, label it. Now here’s, here’s a way to organize your inbox. I’m going to give you three, three ways that I did this for a client. And those are the first two things you should say so that you signal to your audience that you’re about to give them value. So having some exercises, um, role playing, as you said, Lee, um, in a coaching environment to show how you label, um, and then you saw, you know, I think I did this on this conversation. I’m going to tell you two things to do. Well, if you’re hesitant about speaking up in a meeting and here’s the first one. And then I said the first one and he was the second one. So so those are some techniques that are pretty, uh, useful and, and foundational to, to start building up some public speaking confidence.

Lee Kantor: Now, are your clients typically the individual introverts or are they the organizations that have a bunch of introverts at the office or both?

Jorge Alzate: Wow. Well, well, yeah, I mean, that would be the, the, the evolution for me is right now it’s individuals. Um, for sure. Uh, but I would like to be able to have that, that, um, service to organizations that want to get the most out of their employees. And it’s really it’s you have to be careful when you approach coaching in a, in a corporate environment, because everybody’s always thinking, oh, I’ve been assigned a coach, that means I’m in trouble, right? I’m not performing. Um, but coaching is from coaching is taking someone that’s functional, that is doing their job. It’s doing it well, it’s providing value and making them optimal, optimal performance.

Lee Kantor: Do you really believe that people think it’s for fixing folks even today? Because I mean, I mean, I interview a lot of coaches and I talk to a lot of coaches and I’m seeing a trend, at least in upward trend to people want it as almost a perk nowadays. There’s an expectations of coaching, uh, especially for younger people to optimize themselves. Um, are you still seeing it maybe in the industry you’re in as, as kind of a, fixing rather than optimizing.

Jorge Alzate: Yeah, that’s music to my ears. We, um, if, if, if younger people are seeing this as a perk, um, as, as a natural course of their business evolution, then I’m here for that. But I think there is, uh, perhaps an old guard and, um, you know, I’m a, I’m a Gen Xer that has seen it that way. And I’ve talked to, um, similar, uh, some of my peers, some of my mentors and, you know, they’ve cautioned me that, that, that if you have a problem, here’s a solution. Get some coaching. Um, so yeah, there is, I think a stigma born out of, I don’t know how it was 20, 30 years ago, but I think that’s what I’ve been, how I was, how I was brought up into the business world. But you know, having a different mindset is key to opening this up because it is, it is a huge value add. And like you said, apart.

Lee Kantor: Yeah. I mean, from what I’ve, uh, learned in this space, at one point, this was like there were two at the beginning, coaching was either for the elite, you know, the superstar that was just trying to be the best person. They could be like a professional athlete, you know, would have a coach. Every, every top athlete has multiple coaches. Like there’s no, that’s not that’s a non-negotiable in that in that industry, obviously. But in business, um, some people had them, but a lot of times coaches were there, you know, to fix Bob because Bob’s got a problem. We want Bob to be at this level and Bob’s not. And we got to fix him in order to, to get him there. Um, but then something changed. It became more there became a lot more coaches, I think had a lot to do with it. And then when there was a lot more coaches than they were looking for a lot more opportunities. So then it expanded what coaching is and could be for organizations. And some organizations kind of leaned into, okay, we’re going to give everybody at the C level a coach or that’s built in or a lot of even, um, VCs or private equity firms include coaching when they take over a company. Like it became part of the culture of this is how we help get the most out of our people. And so it trickled down to lower and lower levels. I mean, that’s what I’ve seen.

Jorge Alzate: Yeah. And I mean, I’ve and I’ve heard, I’ve heard it described as democratization of coaching. And I did see it a little bit in the latter part of my corporate career where, um, it was offered as part of your health benefits. Um, therapy as well as coaching, uh, separated. Um, and I remember there was two organizations that were offering it, um, a third party that were offering it as, as a perk, as an option. Um, but I think what you’re talking about is now how do we, how do organizations start implement implementing this as, as, as a, as your normal development, your normal professional development? You know, you sit down in January, February, March and say, all right, um, you know, these are the goals that I have for my development or for the organization, the strategy. And now we’re mapping out what is your coaching journey look like for the coming year? And everybody’s got one that’s that’s to me is the ideal, uh, corporate, um, in, in, uh, environment. Uh, it’s a real journey for sure.

Lee Kantor: Right. Well, and it’s also, it kind of aligns with the way business is run now. I mean, you know, one of the first things to get outsourced is HR type things. So if you can deploy a coaching organization into your organization on a contract basis to help your people, I mean, that’s kind of a win win for everybody there. You’re getting your people a perk that they value. You’re getting more productive, uh, employee. And then it’s not really kind of part of the headcount of your organization. So then, you know, if it isn’t working, you can put in a different one or, or get rid of it altogether. So I think there’s a lot of opportunity for you in certain organizations, uh, to help them kind of holistically, um, work with their people, especially in industries that are, I would think, kind of introvert heavy, like maybe CPAs or certain types of, uh, lawyers or like you were in the sciences where there would be a lot of them that might be an opportunity for you down the road.

Jorge Alzate: Yeah, definitely. And I think you’ve mentioned it so much. I know there’s an organization out there that is looking to do that holistically and integrating not only the coaching, uh, as a, as an outsource, um, model, but now having the visibility, the accountability, the performance, the goals visible to the employer, the employee, as well as the, um, the coaching company. And that company is called moon. I got no problem mentioning them because they’re doing some great things there. They’re pretty new. And then you’ve always, you’ve got these other organizations that are still, um, playing that, that, you know, the company is not responsible for your coaching. You’re responsible for yourself, your organization’s like strawberry or even even in Ezra where they’re offering it, um, on a contract basis, um, to organizations as a perk, as an option. So yeah, I mean, that’s definitely a direction where I would like to take my career as a coach.

Lee Kantor: Now, is there a story you can share about, uh, one of the people you work with? Uh, don’t name them, don’t name their name, but maybe share their challenge they came to you with and how you were able to help them get to a new level.

Jorge Alzate: Yeah, that this is an interesting one because not an introvert as an extrovert, one of the, one of the, one of my first coaching clients where we had a previous business relationship, she admired my leadership style. Um, but she was, she had launched her own consulting firm and she was doing some other things at the time because she wasn’t sure that the consultant was going to take off. Um, so, you know, one of the questions is one of the golden coaching question is, what do you, what do you really want? And she was teaching. She loved instructing. She wanted to be a consultant. She wanted to launch her own business. She was doing all these things. Um, and then having pressure from the family as well. So, um, you know, starting to, to build structure into what’s, what’s most important to you. Um, but what choices do you want? What, what things do you want to leave out? And having that all reflected back at her, she realized, I want to do it all, but I also want my family to, um, be prioritized. Uh, if I’m leaving things out because if I’m pursuing all these things and I’m not looking, you know, taking care of my family, I want to make sure that they know that I love them first. So having that all, um, out there for her to see and realize, um, helped her make sure having a conversation that she needed to have and realize that she didn’t need to leave anything out. She just needed to prioritize her day. And this was like a huge realization, a transformation for her. And right now she’s she’s on fire. She’s lost her consulting business. She’s still teaching. She’s still doing one on ones with, uh, students and she’s having a great time and she sings my praises. So there you go.

Lee Kantor: See, it’s everything is possible. Uh, you know, if you just I think a lot of it is just reframing. You know, once you kind of understand what your, your, the outcome you desire and then just kind of reframe and then all of a sudden something clicks. A lot of times.

Jorge Alzate: Yeah, the reframing that’s a great term. Definitely coaching term. And then the realizing the outcome you desire. Some people have a hard time first realizing and then admitting it out loud because it’s always there on a subconscious. But when you say it out loud to another person on a Zoom call, there’s like magic pixie dust on that interaction. From what I’ve seen.

Lee Kantor: And that’s the value of coaching. I mean, a coach is going to be asking you those questions and exploring those areas that maybe you keep to yourself and you internalize it. And then when you to your point of externalize it and verbalize it, all of a sudden it becomes more real.

Jorge Alzate: Yeah, yeah. I’ve had that experience myself. And I know the power that, that, that verbalizing has. For sure.

Lee Kantor: So Jorge, if there, if somebody wants to connect with you, learn more about your practice. What is the website? What is the best way to connect?

Jorge Alzate: The best way to connect with me is on LinkedIn. I’m there all the time. My, my, my first name, last name where I Morales88. You can also I have a website. It’s called Forward Quest Coaching. You can connect with me there as well. I’m always looking to have conversations. Anything that you heard on this podcast, you want to talk a little bit more about, um, conversations. I’ll go over me.

Lee Kantor: And that’s, uh, J o r g e a l z a t e.

Jorge Alzate: Yes. Thank you for that. Yes.

Lee Kantor: Well, George, it’s been a pleasure. Thank you so much for sharing your story today. You’re doing such important work and we appreciate you.

Jorge Alzate: Oh, it was a pleasure, honor and a privilege. Thank you so much for having me on your podcast.

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

Tagged With: Forward Quest Coaching, Jorge Alzate

Discovering Tierra Encantada: A Revolutionary Spanish Immersion Program for Young Learners and Their Families

March 25, 2026 by Jacob Lapera

Franchise Marketing Radio
Franchise Marketing Radio
Discovering Tierra Encantada: A Revolutionary Spanish Immersion Program for Young Learners and Their Families
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In this episode of Franchise Marketing Radio, host Lee Kantor interviews Kristen Denzer, CEO and founder of Tierra Encantada, a Spanish immersion early education and childcare franchise. Kristen shares how her entrepreneurial journey led to creating a unique program combining language immersion and global cuisine for children ages six weeks to six years. She discusses the organic growth into franchising, ideal franchisee traits, marketing strategies, and the comprehensive support system for franchisees. The episode highlights the benefits of bilingual education, Tierra Encantada’s innovative curriculum, and advice for those considering joining the brand.

Kristen Denzer started Tierra Encantada with the sole purpose of creating a place she would send her own children – which she proudly did. She had experienced childcare at other centers, and knew families wanted more. A place where diversity and inclusion weren’t buzz words, but were embedded in the classroom environment ensuring all families felt welcomed and appreciated. A place where children learned a second language during the most critical time for language development, leaving them fluent in Spanish by age 5. A place where screens weren’t used by children, and meals weren’t chicken nuggets and pizza. And most importantly, a place where the hard-working educators were paid a living wage and provided a career with benefits.

Since founding Tierra Encantada in 2013, Kristen has led the company through those values. Today, Tierra Encantada is the leader in Spanish immersion early education® and its unique approach to childcare includes an elevated culinary program providing children with fresh-cooked global meals designed to expand young palates. Tierra Encantada has grown exponentially, first through corporate growth and then in 2019 launched franchising. Tierra Encantada has corporate and franchise locations across the country, and has aggressive growth plans to continue its national expansion.

She leads the company’s senior management team, oversees strategic growth, and sets the vision for the company. She has led the company through year over year double-digit growth every single year since opening. She has received numerous industry accolades for her business acumen and leadership, including Inc Magazine’s “Top 100 Female Founders,” Financial Times “Fastest Growing Companies in the Americas”, and the U.S. Small Business Administration’s “Small Businessperson of the Year.”

She is a serial entrepreneur and experienced speaker. Her entrepreneurial journey began with consulting, where she provided evaluation assistance to nonprofit organizations, educational institutions, and tribal nations. She also co-founded two other companies that she later sold – a dog daycare and an event rental company.

Connect with Kristen on LinkedIn.

What You’ll Learn In This Episode

  • Overview of Tierra Encantada as a Spanish immersion early education program.
  • The origin story of Tierra Encantada and the inspiration behind its creation.
  • The unique language immersion methodology used in the program.
  • The comprehensive curriculum that includes bilingual education.
  • The elevated global culinary offerings provided to children.
  • Insights into the franchise model and its organic development.
  • Strategies for selecting ideal franchise locations and marketing the program.
  • The profile of an ideal franchisee and characteristics of successful franchisees.
  • Success stories from franchisees and their experiences.
  • Advice for prospective franchisees considering joining the Tierra Encantada brand.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Coming to you live from the Business RadioX studio. It’s Franchise Marketing Radio.

Lee Kantor: Lee Kantor here. Another episode of Franchise Marketing Radio. And this is going to be a good one. Today on the show we have the CEO and founder of Tierra Encantada, Kristen Denzer. Welcome.

Kristen Denzer: Thank you. Thanks for having me.

Lee Kantor: Well, I am excited to learn what you’re up to tell us about Tierra Encantada. How are you serving folks?

Lee Kantor: Absolutely. So we are the leader in Spanish immersion early education. So childcare and preschool. And so we serve kids six weeks through six years of age. And it’s a language immersion program. So kids learn Spanish naturally, just like they’re learning their first language at home.

Lee Kantor: So what was the genesis of the idea? How’d this thing get started?

Lee Kantor: You know, really, I wanted it for my own kids. I had started multiple other companies and running those. I needed childcare, and so when I was looking for childcare, you know, I, I struggled to find something that had all of the things I was looking for. Um, you know, we’re not the first say language immersion. We’re not the first with like a really nice, you know, elevated meal program. But we are the first that kind of combines all of the elements that we have. And when I couldn’t find something, I decided to just create it. And my kids were the first customers.

Lee Kantor: So did you have a background in teaching Spanish? Was that what you were doing previously?

Lee Kantor: No, I’m an entrepreneur. So just serial entrepreneur. I, uh, I leaned on, you know, people I hired to run the program. I mean, the model that we have really is something that does not require a franchisee or me to be there every day. So I never was. I had a director, an experience early education childcare director that ran the day to day operations. I just created the model.

Lee Kantor: But what about the methodology to teach the language was that that just happened by just doing and learning, or did you have a program you were following at least to get started? Or this was just like, let’s just see how this goes.

Lee Kantor: Yeah. You know, so I’m so glad you asked that, because I think that is one of the most common points of confusion is when people learn about us, they think that what we’re doing is we are, you know, sitting down and teaching them Spanish. So what we’re teaching is all of the different content around early learning benchmarks, depending on the age, how the language comes in is that is how the vehicle through which that’s taught. And so if you think about it, if you have kids, you know, when they’re little at home, you’re not teaching them English, you’re just talking to them. You know, you’re talking to your one year old and be like, oh, you have a ball, a blue ball. You know, you’re not teaching them English, you’re just talking to them. That’s how kids in our program learn. And that’s why it’s so effective because they’re learning naturally. So they’re just spoken to only in Spanish all day. And they’re taught our curriculum through that language. And so that is something that’s why it’s so effective is because they’re learning naturally.

Lee Kantor: So in an English home, an English speaking home, the child would come in to your location and it would be they would only be spoken to in Spanish. So they would just kind of have to figure it out, or you would just slowly immerse them into the day to day activities. And just like you would if they were learning English at home.

Lee Kantor: Exactly. Yes. Yeah. And so a lot of our families start their kids when they’re, you know, very young, six weeks, you know, six weeks old. And even though they’re spoken only English, you know, at home and only Spanish with us, we have many infants where their first words are, you know, either Agua or Ola, you know, in Spanish because they are immersed in Spanish all day.

Lee Kantor: So when did you. So you have this concept and you say, okay, this is how we’re going to do it. Was it difficult to get those kind of early adopter people on board to say, all right, this is interesting. I don’t know if we’ve ever done this before. No one, none of my peers are doing it this way. But how was it kind of at the inception?

Lee Kantor: Yeah. You know, I think that, um, I think the biggest challenge for me when I opened here was really about making sure I chose the right location and then how to market it because when families learn about the opportunity, they’re very interested in it because, I mean, there’s not many parents you’d ask, do you want your child to know a second language? And they would say, no, you know, parents want the best for their kids. They want to set them up for success. And so when they know that this is an option, and then especially when they come to tours and they see kids, you know, turning to their parents, talking in English, turning to their teacher, talking in Spanish, they see the value firsthand. And so I would say, you know, it’s not hard to show the value to families. My biggest challenge is when I started was just learning how to market it and how to make sure I pick the right location.

Lee Kantor: And then when you were choosing locations, what were the drivers behind it? What did you learn about what an ideal location is?

Lee Kantor: Yeah, you know, for the first one, I had it in my head for some reason that I needed to find a location that had previously been a child care center, which obviously limited my options. And so I located it in a suburb of the Twin Cities. Um, you know, a little bit further out. And the psychographics demographics especially that we use now are so much more robust. It’s not that that was, I would say, like a bad location. It just took a lot longer to ramp up because, you know, our best customers are families where they, you know, see the value of language learning that, you know, appreciate global food, culinary program, you know, that want, um, their kids to experience, you know, a very like diverse, rich environment. Uh, and we are, you know, more of like a premium program. And so now when we’re looking for sites, we’re looking for, you know, a lot higher density of kids within an area versus some of the more suburban or exurban areas. And we’re looking at some of the psychographics around, you know, for example, shopping at Whole Foods or things like that, where really our best customers come into play, you know, highly educated two family households.

Lee Kantor: And then what is the age range of the children that go through the program?

Lee Kantor: Uh, six weeks through six years. So right up until before kindergarten.

Lee Kantor: And then at the end of the like if they went that whole time, are they so they’re conversationally fluent. I would imagine at that point, but they may not like understand all the grammar and all that kind of the specifics of the language or are they kind of good to go at that point?

Lee Kantor: Yes. No, that’s exactly right. So at the level of that age, so, you know, at the vocabulary of a 4 or 5 year old, they are fluent. And I mean, we’ve had parents leave reviews for us on, say, Yelp and say their child actually translated for them in Central America. And so they are fluent. And then they’ll go to, you know, depending on their district. Um, there are a number of districts where they’ll have language immersion programs where then they can continue it and some areas don’t, and then they try to keep it up through other means with lessons. But there’s options for families depending on where they live.

Lee Kantor: And you mentioned the meals earlier. Are the meals kind of Latin foods or is it, you know, chicken nuggets and spaghetti?

Lee Kantor: No. So that’s actually a huge value proposition. And the second most common reason families choose us. So we have a elevated culinary program that has a global menu. So it’s not just, you know, Latin American food, it’s food from around the world. And for example, like we have seafood on our menu, which you just don’t see in childcare. And so you’ll never see something like corn dogs, pizza, chicken nuggets. It’s, you know, quinoa with avocado. It’s, you know, shrimp, jollof rice, it’s Brazilian whitefish stew. You know, it’s things from around the world that we really get to expose and expand kids palates.

Lee Kantor: Now, what was it like when you like I’m, I’m assuming that you went into this venture with the idea that you were going to franchise and expand through franchising? Is that accurate or did that just happen accidentally later?

Lee Kantor: Yeah, no, that happened accidentally. I didn’t actually, to be honest, I think when I first started this, really understand how franchising worked and it wasn’t even on my radar. Um, I just, I opened the first one and then opened another one and opened another one and, and then started getting approached about franchising. And so that was really how I learned about the model and, and what that might look like. But I definitely didn’t start the brand with the idea that I was going to franchise it.

Lee Kantor: So, but you did started with the idea that you were going to expand it.

Lee Kantor: Uh, I mean, I think that had been an option in my mind, but I think I was just very focused on opening the first one. I didn’t have, like, I would say like a big, you know, master plan of opening so many after so much time, uh, because I had opened other businesses, but they had like one location. And so when I opened the first one and then got it to, you know, finally, like cash flow break even then I was like, oh, you know, this is actually a really great model. I feel really passionate about this. I want to do more. And that was when I really started thinking about like growing it larger, opening multiple locations.

Lee Kantor: And then when you were kind of changing gears from when you’re, when you have one location or even a handful of your, your own locations, you’re building it a certain way. But when you say, okay, I’m going to be a franchisor, your business changes because now the franchisee is your customer, not the family with a child. That’s your franchisees customer. So how did that shift happen? Was it difficult to build the standard operating procedures, all the documentation, all of that and kind of package it so that a person gets kind of that complete playbook business in a box that they’re looking for.

Lee Kantor: Oh, I mean, I think I wouldn’t say it was difficult because I had opened multiple at that point. And so I already had been doing a lot of that because we were opening multiple locations and needed to ensure consistency across those. But what definitely shifted for me was how I looked at that support because, you know, when I had three locations, I didn’t have a corporate office, I didn’t have overhead staff. It was me, you know, and that was easy. But when I decided to franchise, I didn’t I didn’t want it to just be me. I wanted to make sure that, you know, there was really strong support in place. And that was really the trigger for me, starting to build out our corporate office so that I could make sure that as we brought people in, that we had a really strong team to support them and set them up for success.

Lee Kantor: And what were kind of the must haves in your kind of in your vision of this is going to be a well supported, uh, ecosystem?

Lee Kantor: Yeah. Uh, definitely marketing, definitely marketing operations, you know, training, uh, those are big ones. Then also we added someone in kind of like real estate construction design. Uh, our projects are large, they’re complex. And so there’s a lot of nuance with that. Um, but those were the initial positions that I focused on to make sure that, you know, the, the biggest, like kind of barriers or things that can set people back. And so that was what I focused on initially.

Lee Kantor: And what does that kind of ideal franchisee look like? Have you got a good avatar of who the ideal, um, franchisee is?

Lee Kantor: Yeah. You know, we, we have franchisees that have, you know, various different backgrounds. And I think that the, the two different kind of best franchisees that we have are either, you know, a franchisee where, you know, they’re an experienced operator, they’ve franchised other brands, they, you know, know how to just take a playbook, execute on it, uh, and lean into that support. So they’re set up for success. Then the other type that we’ve seen, you know, like that really does well is, uh, when someone has some sort of touch or connection to language immersion and they are really like wanting to be more present to set it up for success and not necessarily be the director, but they’re just a lot more present. I’ll give you a great example of that. The very first franchisee that opened. She was actually a parent. One of one of the two business partners were a parent in our program. They were both bankers and they worked from home but worked out of that center initially. And so they were there. They had a director, you know, but but they were just there making sure like everything went exactly as planned. And so I think that, uh, you know, that like deep passion, desire of involvement is really helpful. But then on the other side, when you have the experienced operator, they’ve already built, you know, a team, a system, they know what that looks like. And so those have been really set up, set up for success with other brands, come into us and know how to execute really seamlessly.

Lee Kantor: Now, is there a story you can share about one of your franchisees, maybe that, uh, surprised you or is rewarding? Uh, that was able to get one of these things going?

Lee Kantor: Yeah, I mean, I think that, I think, for example, um, one of our, our larger sexual franchisee right now, uh, multi-unit franchisee, you know, they came in and they had one unit initially, you know, and opened their first location, learned a lot, learned a lot along the way. You know, had plenty of obstacles, whether licensing, construction, uh, work through that with them. And then within a couple of months after they opened, they signed on to do, you know, dozen more and now they have multiple locations open and they actually hadn’t franchised prior to this. They did have other businesses, but hadn’t franchised. And with them, I think what’s been really great partnership is they’ve known they’ve run businesses, so they bring that angle, but they also bring a lot of just like sense of partnership and trust with us and executing what we’re what we’re recommending. And I think that has really set them up for success is making sure that when they are opening a location, when we’re talking to them about, for example, how important it is to market very early. You know, don’t wait till three months out. I mean, as soon as you have a construction schedule, you know, six, nine, 12 months out, start marketing. They get that. They listen, they do it. And I think that’s really allowed them to excel at what they’re doing now.

Lee Kantor: Um, having run and um, several successful business before this and now running a successful franchise, do you have any advice for the person who is maybe that franchisee that’s on the fence and they’re like, should I pull the trigger on this? And you know, it’s a lot easier to say no to an opportunity. Do you have any kind of advice to help them say yes?

Lee Kantor: Sure. Yeah. I mean, I think for franchising in general, definitely. I mean, there’s, there’s great stats about it. I mean, people that franchise versus kind of starting your own tend to be more successful. But for childcare and for us specifically, What I would say is, you know, in talking to franchisees of other brands, there’s a lot of value adds that people don’t quite realize when they’re thinking about childcare. Uh, there’s, you know, obviously the reoccurring revenue element of it. I mean, our families are paying in advance ahead and it’s reoccurring, but also our average customer is staying three plus years. And when you have, for example, say a QSR franchise, you know, every, say meal period, you might be looking for 150 plus 200 tickets just to just to break even. Whereas with us, once you get 150 kids, you have a waitlist and you might not, you might only have maybe ten spaces, you know, a year. I mean, and so you just, it’s very different and you’re not in that constant marketing cycle that you are with a lot of concepts. Um, the last thing I’ll add is with us specifically, if someone’s looking at all childcare and trying to decide between, say, us and someone else, I would say with us specifically, the value proposition is, is so clear.

Lee Kantor: You know, a lot of times when a franchisee will say is they’ll say, you know, when I was looking at brands, I wanted to feel like I could explain to a parent why they should come to us versus someone else. And with a lot of brands, they, they didn’t feel like they could say that because, you know, the colors might be different, the curriculum, but a lot of families, they don’t understand like what exactly curriculum means. They want there to be curriculum, their kids to learn. And so when there’s a difference in curriculum, they don’t understand that as much. But for a franchisee to be able to say like, hey, your child’s going to be bilingual and they’re going to have this amazing meal program. It’s a very clear and strong value proposition for families when they want to trust someone with their kids.

Lee Kantor: Now, is there any pushback from parents that say, you know, that’s great. They’re going to be immersed in Spanish. They’re going to be fluent if they stay all six years. But do they feel like they’re missing out of kind of the their development in English? And is that an issue at all, or do you include like other kind of. Do you include math and things like that as well? Foundational things as part of the immersion?

Lee Kantor: Yeah, yeah. Because remember, Spanish is just the language the curriculum is taught in. And so the curriculum is, is a full, normal early childhood education curriculum. So math, science, reasoning, all of the elements that are in any curriculum that you would see at any large childcare brand is what we teach. The only difference is it’s taught in the language of Spanish. And so parents haven’t haven’t experienced that concern nor when they’ve left have we gotten that feedback. Uh, and actually being bilingual, it sets kids up for success. I mean, for example, kids that learn a second language at an early age have had higher standardized test scores. And so there’s a lot of value adds of learning a second language, right?

Lee Kantor: So they’re getting everything they would get in an English speaking. And also they’re getting to learn Spanish.

Lee Kantor: Yes, exactly.

Lee Kantor: And then the English speaking stuff probably happens organically just in their home.

Lee Kantor: Exactly. Yeah. Because everywhere else they are, you know, throughout the weekend, the nights everywhere else they are is in English. It’s only in our program. That’s Spanish.

Lee Kantor: Right? So it’s only an add on. There’s no real negative.

Lee Kantor: Yes.

Lee Kantor: So if somebody wants to learn more, have a more substantive conversation with you or somebody on the team, what is the website? What’s the best way to connect?

Lee Kantor: Yeah. Tierra encantada com so T I e r r e n c a n t a d a.com.

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

Lee Kantor: Absolutely. Thanks so much for having me.

Lee Kantor: All right. This is Lee Kantor. We’ll see you all next time on Franchise Marketing Radio.

Tagged With: Kristen Denzer, Tierra Encantada

The Future of Bader Law: Innovation, Talent, and a Commitment to Client Care

March 25, 2026 by Jacob Lapera

High Velocity Radio
High Velocity Radio
The Future of Bader Law: Innovation, Talent, and a Commitment to Client Care
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In this episode of High Velocity Radio, Lee interviews Seth Bader, founder of Bader Law. Seth shares his journey from insurance defense to building a successful personal injury firm in Atlanta, emphasizing the importance of values, client care, and resilience. He recounts a moving early case that shaped his approach, discusses the challenges of legal advertising, and highlights the firm’s growth strategies, focus on talent, and commitment to innovation. The episode offers practical insights on leadership, business development, and making a meaningful impact in clients’ lives.

Seth Bader is the founder of Bader Law, an Atlanta-based personal injury and workers’ compensation firm that has represented thousands of injured workers and families across Georgia.

He started the firm nearly two decades ago with $5,000, a bulldog, and a computer in a one-bedroom apartment. In the early years he personally drove across Georgia to meet clients in their homes, often serving working-class families and immigrant communities who had limited access to legal help. Those experiences shaped the firm’s mission and its focus on advocacy, trust, and family-centered service.

Today Bader Law has grown into a team of roughly 150 people serving injured workers throughout the state. The firm focuses on helping individuals navigate difficult moments in their lives while fighting for fair outcomes in personal injury and workers’ compensation cases.

After a period of rapid expansion, Seth is currently leading a major reset inside the firm. The effort focuses on rebuilding culture, implementing stronger operational systems, and redefining the brand for the next stage of growth.

He often speaks about entrepreneurship, leadership through adversity, and the lessons learned from building and rebuilding a business. His story reflects both the challenges and opportunities of growing a company in Atlanta while staying grounded in service to the local community.

Connect with Seth on LinkedIn and Facebook.

What You’ll Learn In This Episode

  • Seth’s journey in building Bader Law, a personal injury law practice in Atlanta.
  • Transition from insurance defense attorney to representing injured individuals.
  • The competitive landscape of legal advertising and the prevalence of billboard attorneys.
  • Early challenges and resource limitations in starting the law firm.
  • Importance of referrals and building relationships with other law firms for client acquisition.
  • Hiring practices focused on values, character, and potential over experience.
  • Evolution of firm culture and the significance of maintaining alignment with core values.
  • Resilience within the legal team and adapting to changing business environments.
  • Commitment to innovation, technology, and data-driven decision-making for future growth.
  • The role of talent and client referrals in sustaining and scaling the law practice.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

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

Lee Kantor: Lee Kantor here. Another episode of High Velocity Radio and this is going to be a good one. Today on the show we have founder and owner of Bader Law, Seth Bader. Welcome.

Seth Bader: Lee, thank you so much for having me. It’s a pleasure to be here with you today.

Lee Kantor: Well, I’m excited to learn what you’re up to. Tell us a little bit about your practice. How are you serving folks?

Seth Bader: Well, Bader Law has been in the market here in Atlanta for 18 years. And in fact, we just celebrated our 18th anniversary and we represent injured people, those that have been injured in automobile accidents, those that have been involved in other accidents where someone else was at fault. And then we also represent injured workers who have been injured in the course of scope of their employment.

Lee Kantor: So what’s your backstory? How’d you get involved in this line of work?

Seth Bader: Well, you know, it depends how far back you want me to go. But, you know, in terms of my career, I started out as an insurance defense attorney. And then after about five years, I realized that I really wanted to help people. And I really thought that there was an opportunity, a huge opportunity in a space in the market for a lawyer and a law firm that genuinely cared about clients, that really wanted to give them a great experience while also getting them a great result.

Lee Kantor: So when you decided to get into this specific line of practice, was that a time before all of these kind of billboard attorneys were out there? Were you or, or had they already been out there? Kind of. It seems like almost monopolizing every billboard in the state, in all the states now on every highway.

Seth Bader: Yeah, yeah, that’s what that’s what the industry has done. I came into the industry after that started as a matter of fact. You know, lawyer advertising was not legal and not ethical until around, I think, 1976. Um, and since that time, more and more lawyers have gotten into marketing and into advertising. And I think it’s never been as competitive as it is today. And there’s never been as many law firms on billboards and other, you know, channels of marketing than there are today. In fact, in 2026, it’s not just law firms that are, you know, marketing for, you know, cases, but there are huge multi-million dollar marketing agencies. Private equity has gotten into the game. And what’s really unique also is law firms from around the country are now are now practicing and marketing in Atlanta, in Georgia, and really throughout the entire nation.

Lee Kantor: Now, is there any kind of misconceptions that the public might have about these lawyers, like when you see a person’s name on the on the billboard, is that actually the person that’s going to be taking your case, or is it sometimes they’re just kind of lead generation for a firm. They may not even be in the state.

Seth Bader: Yeah, I mean, I think I think it depends, right? I think that often, you know, often the lawyer that’s on the billboard is not the lawyer that’s going to have his or her hands on the case working directly with the client. In some cases they are. You know, I still handle cases. I speak with clients on a regular basis. Um, but it’s not exclusively what I do because I’m the owner of the founder and, you know, I have other roles and responsibilities in the business. As far as other firms, you know, there are founders and other, you know, sort of, uh, we’ll call them, you know, the brand of the, of the firm that handle cases. And then there are others, particularly around multi, you know, multi-state firms where it’s just impossible for those founders and those owners to be handling every single case.

Lee Kantor: So when you started your practice, I’m sure you started it small and it eventually grew to the size it is today. Can you talk about that kind of story of getting it off the ground? Because a lot of entrepreneurs, especially our listeners, like to learn how to kind of get that escape velocity from an idea to the beginning of a practice to then having it thrive like yours has.

Seth Bader: Yeah, I appreciate that. Um, and I think it starts with having a vision, right? I mean, even if you haven’t fully formed the vision, I think getting clear on what your goals are, what you’re trying to achieve, the kind of impact you’re trying to make in the world. I think getting as clear as possible, um, is essential because it’s going to really dictate the direction you take your business. And there’s not really a right or wrong vision. There’s a right vision for, for me, and there’s a right vision for another lawyer who may want to have a small boutique practice, um, versus a larger practice. Um, that vision, by the way, can evolve over time. Um, but I think that that’s the starting place. I think that as far as my journey, I started out at a one bedroom apartment, I had $5,000 to my name. Um, I knew I wanted to build something great. Uh, it was not something necessarily that that looks like it is today, but I knew it was a firm that was going to really provide excellent representation, uh, genuine care, um, and really a zealous advocacy to, to get our clients the best outcomes, um, possible. And, um, you know, I think what happened was because of the impact that we were making as a small organization, naturally we started getting more and more clients through referrals, both from professional referrals and from client referrals. And then, um, you know, and then I, I realized that there was an opportunity to make even bigger impact. And so we decided to start dibbling and dabbling into different areas of marketing and advertising. And we, you know, some of the stuff that we were doing was really, really effective, particularly in the Hispanic community, and things just kind of took off from there. And so, um, at that point, you know, we had to learn how to run a very different business than we were running when we were running out of a small one bedroom apartment, uh, with just a $5,000 to my name. But, but the principles of really solid representation don’t change.

Lee Kantor: Now, when you were at the start and you didn’t have any clients, um, how do you go about getting kind of that first client? How do you go about kind of finding the person who has a need that you, you can serve because in your world, it’s, I mean, it literally happens almost by accident. Nobody plans on, I don’t think, um, you know, today’s the day I’m going to hire my personal injury attorney. Like, unless something happened that put that process into motion.

Seth Bader: Yeah, it’s I think I think when you’re starting out, I imagine this applies to to many businesses, particularly professional service businesses. You know, when you’re starting out, you have to figure out, you know, where, where can you essentially source clients or potential clients because you don’t have the typically you don’t have the money to, to put into advertising, whether it’s digital advertising or traditional advertising. So you really have to be scrappy. You have to kind of be boots on the ground, have kind of a kind of a guerilla marketing strategy. Um, but you can be intelligent about it. You can be intentional and strategic about it. And the way that I started was to, to find referrals. Um, there are a lot of, at least in my industry, and I imagine this is the case in other industries as well. There’s a lot of what I think at the time we called overflow business. So I was searching other law firms big and small that might have had overflow business or just business opportunities that maybe. Didn’t meet their threshold because they were so well established and they were able to generate. I was able to generate referrals through those relationships.

Lee Kantor: So that’s a great lesson for our listeners about finding these channel partners and these partners, uh, that you can help each other. But in those cases were there, how do you kind of reciprocate back? Because that’s what a lot of people, um, struggle with. They’re like, you know, why is this big company going to help my small company? Like what, what am I going to be able to do for them that, um, you know, to reciprocate? Is there a way that you were able to kind of navigate that? Or is it just the fact that, hey, look, our client size is X, yours is Y, so you can have all the y’s.

Seth Bader: Um, I mean, excuse me, I think it’s kind of a mixed bag. You know, it’s interesting you’re saying how do you reciprocate? And this is going to sound a little odd, but one way you can actually reciprocate is, is to pay it forward. And so yes, it’s great if you can give that referral source, that lead channel, something back in return, and I’ll explain how we do it in our industry. But I think what I found is that in the same way that there were, were, were other business owners, other entrepreneurs, other law firm owners that were willing to give me a chance and give me referrals when, when I was more established and I had opportunities to refer cases to other lawyers, I did that too. And I suspect that they then followed that same pattern because I think I think if you’re an entrepreneur, if you’re a business owner, if you’re a founder, you know, you know how hard it is. And so you, you really want to support, um, your, you know, your peers in getting off the ground as far as like my industry goes, uh, you know, we pay referral fees, we are allowed to do that legally and ethically. And so all of those attorneys who send me cases to begin with, I was able, I was able to, um, you know, to send them a referral fee and then there might have been other, you know, medical professionals that send me cases and, and shortly thereafter, I was able to, um, send them, you know, clients that they were able to, to take on as patients, uh, and they were able to, to, you know, not only serve them, but also earn some additional revenue for their businesses.

Lee Kantor: Now, as you were growing the firm and you got to the point where you couldn’t kind of, I guess, be that hands on lawyer for every single client, how did you kind of make that transition? How did you kind of make those first hires into, okay, this person is going to now take the ball. I got to trust, I got to train them up. I got to make sure, you know, they’re going to get a similar level of service than what I would give.

Seth Bader: Yeah. Um, I mean, I think I don’t want to oversimplify it, but I just made some hires. Um, I hired in my case, I hired some really talented people that didn’t have a lot of experience that didn’t have. A huge demand on compensation, but they had a huge thirst for growth, for opportunity and for building something. And so I think one of the advantages that you have as a as a new business owner or a newer business owner is that you’re building and there are other people that want to build something that may not have the same risk, risk tolerance, but have the same desire to build something great. And if you can find those people and you’re willing to make an investment into them in terms of training, development and support beyond a financial investment, then there’s a very high probability that that you can grow with them. And what I found is that they have tended to be over time, very, very loyal, very committed. And it’s really been something I’m proud of to see how they’ve grown and developed in their careers.

Lee Kantor: Now, how were you vetting them? Like, were there certain questions you were asking them? Like, what qualities were you looking for that maybe weren’t like the obvious ones?

Seth Bader: Yeah. Um, I think that, um, again, didn’t have as many options because the compensation that I was able to, um, to pay at the time was, was not what you would need to pay, like really experienced, really talented people. So, um, that’s the first thing. I mean, I went through my industry, I knew people that were, um, in the space that were in different roles. Some of them were mediators at the state board of Workers compensation. Um, you know, others were, were, were, were sort of, they had worked for other firms for maybe six months a year. Um, and so I was able to find some really talented people, um, that were looking for growth in their careers. But I think in terms of the questions that you ask, I don’t think they’re that different than the questions that we would ask our people today. I think it’s really around, um, values first more than skills, values, character, um, and, and, and sort of what they want for their career. I think you start there because if you’re not aligned on values, then it doesn’t matter how experienced they are. It doesn’t matter how talented they are. It’s not going to be a good fit. And I think if you start there and then you check those boxes, you can then move on to understanding the skills. And again, when you’re not able to afford really talented, like really well established and experienced people, you’re really kind of looking for the raw material that you can mold. And so if they have the right raw material, the right work ethic, the right character, um, then, and you know, obviously they have the aptitude for it, then I think you have an opportunity to really help, um, you know, build them up and build your business.

Lee Kantor: Now, you mentioned early about, um, values you mentioned earlier about, um, kind of serving an underserved marketplace. How it sounds like you had kind of this clear vision of what you wanted, the culture of the firm to be future in the future before. At the early stages, has that kind of culture evolved into the way you dreamed it would be, or what have you learned along the lines of building kind of a healthy culture for a growing organization like the one you have?

Seth Bader: Yes. So, um, the culture has evolved. I mean, it’s at times it’s been a bit of a challenge. Um, at times it’s been exactly what I wanted. Um, and I suspect that that’s true of any business. I mean, once you start to grow and to scale and you have so many people in the organization, it is, is a bit, everything becomes a little bit more complex and a bit challenging. Um, including building the right culture. Um, my, I’ll, maybe I’ll start with the, the lessons. Um, and then maybe I’ll work my way back to kind of the experience in the journey. I think if you want to build a great culture, you have to be very, very, very intentional about the people you bring on. You know, there’s, I think there’s a phrase, uh. Uh, I don’t know if it’s hire slow fire fast. Right. And I think that, I think that when we’ve been more deliberate and more intentional and more patient about finding the right fit and the right people, things have worked out better when we’ve sort of been in a position of what feels like desperation and, and urgency. You when we’ve made some hires that really were not, I wouldn’t call them bad hires. I would just call them misaligned hires. And, and if you hire people, really, if you engage in any relationship with people that are misaligned, even if they’re great people, if they’re misaligned with you and your values and your business’s values and culture, then the whole experience is going to erode. The culture is going to erode. And, and at times that is what has, um, what has happened. But, you know, overall, the culture that we’re building that we’ve, we’ve, we’ve sought to build is one of accountability, one of compassion and care, not only for the people that we represent, but for our team members. Um, and, you know, one where people can grow and develop, um, and again, it hasn’t always been perfect. It’s something we work on and we’ve learned, um, from some mistakes we’ve made in the past and we continue to try to evolve and get better.

Lee Kantor: So how do you coach up your, um, your staff when it comes to the resilience? Because in your business, you know, there’s wins and losses, there’s big impacts that might not go your way some days. How do you kind of build up that resilience in your team so that they, you know, are fired up the next day after the the ramifications kind of are clear.

Seth Bader: Yeah. Um, resilience is a really critical part of, I think ownership. And I think it’s a really critical part of anyone’s career. I think in our industry, it’s not so much the, the wins and losses. I mean, that is a part of it. Um, but in our industry and this is not unique to my firm. Um, most cases result in settlements, not, not trial where you win or you lose. It is a compromise. I think where the resilience really factors in is the resilience to evolve and to grow with the business. And I think that, um, I think you ideally you can, can sort of build it on the front end by providing vision and clarity as to where you’re going as a business. Um, so that the team knows and they can be more aware of the changes that are coming that otherwise would feel really bumpy and uncomfortable and create uncertainty and insecurity. But if you can provide clarity of vision, if you can provide, you know, the north star of where you’re going as an organization, then people are going should be more resilient as the changes come along. Um, beyond that, I think it’s really about building a culture where people feel a sense of belonging, uh, and where they feel a sense of purpose. And I think if you can do that. Um, and remind them that, that they’re part of something special, they’re part of something bigger than themselves and that they’re making an impact in the world, then I think that they’re going to be more willing to be resilient and stay the course.

Lee Kantor: Now, is there a story you can share, maybe an early story when you started working and you maybe got a big win? Is there a rewarding story? Share. Maybe the challenge that came to you and how you were able to help your client, maybe get to a place that they didn’t even think was possible? Is there something you could share along those lines?

Seth Bader: Yeah, I think I can. Um, early on in my career, a young lady. She was 21 years old, came into my office with, uh, two children, one a baby in her arms and the other a five year old holding on to her hand. And, uh, she came in and she was sort of teary eyed. We sat down and she proceeded to tell me that she was represented by another lawyer who was not available, who was not communicating with her. Um, and she was really scared and didn’t know what to do. She didn’t know how she was going to pay for, uh, her, you know, for her home. She didn’t know how she was going to pay, um, for her child care for diapers, for milk. And the reason is that her husband had just been killed in a tragic accident, and, um, you know, and she said to me, you know, can you help me? And how are you going to help me? And it was uncomfortable because I’d never handled a death claim before. Um, and, uh, my instinct was just to be honest with her, you know, I told her, look, I’ve never handled this type of case. I’ve handled hundreds of other cases, both as an insurance attorney and as a plaintiff attorney, but I’ve never handled this type of case. And so it was a little uncomfortable. You know, I was a little uncertain as to how I was going to proceed, but I knew that I was going to put in the work and do whatever research necessary, consult whatever, you know, peers I needed to, to figure it out.

Seth Bader: And so we went through the process. Um, and ultimately, uh, we were able to get her a really phenomenal result to, to a certain extent, life changing and certainly, uh, set her and her children up, uh, for a much better future. And, you know, I’m happy to report that, you know, I still keep in touch with her. Um, she’s a, she’s a business owner, a really successful business owner. She still has the house that she purchased with her, um, settlement funds and she’s now getting into property. And she told me she recently purchased a second home. So, um, I think it’s just, I think, you know, when you, when you start out a business, you just don’t have all of the answers, whether in my case it’s legal. Um, but in other businesses, you’re just not going to have all of the answers and you’re just going to have to put in the time to figure it out, but you’re never going to, you know, I would never, never be able to tell another person, um, that I handled the death claim unless and until I handle the death claim. So you’re going to have to take some risk. And in my case, you know, I found that just being very open and honest was the pathway. And, you know, she tells me that that’s, that was a really important, um, part of why she hired me.

Lee Kantor: So, uh, what’s next? What does the future hold for Baylor law?

Seth Bader: Well, um, the future is bright. It’s big, and it’s exciting. Um, we we have an amazing team. We have the strongest leadership team that we’ve ever had. We were building and have built and are continuing to build and refine our systems. Um, we’re a very data driven organization. Uh, there’s a lot of transparency in the work we do and for our team members, um, and we’re very innovative. Um, you know, um, we, we leverage technology as much as we can and will continue to as well. The industry Is evolving incredibly fast. I imagine this is not unique to to law firms, but you know, artificial intelligence is really changing the way that we work, um, and changing the way that we deliver, you know, an experience for the clients. Um, and, um, you know, we continue to try to stay cutting edge with our technology, but also, you know, with our operations, our system, our systems, uh, and, um, yeah, it’s really exciting. I mean, we’re, we’re growing very, very fast right now. We’re, we’re, we’re contemplating moving into other markets. I don’t want to go that fast because I want to make sure that we really tighten up everything here in Atlanta before we expand. Um, and you know, as we expand, we’ll first expand within Georgia, uh, throughout the state and then and then beyond.

Lee Kantor: So what do you need more of? How can we help? You need clients, you need talent, you need referral partners. What? How can we help you?

Seth Bader: Um, all of the above. And if you listed the next ten things on your list. I would probably say all of that. I mean, I think, you know, I think it all really starts. Look, it starts with with with two groups of people. Um, and I think that I don’t, I think what comes first is your talent, right? I mean, if you don’t have the talent, um, you cannot serve your clients. So, um, and you can’t scale. So even if you send me or, you know, if somehow you were able to help facilitate, you know, hundreds of clients a month more, if you don’t have the talent, well, you’re not going to serve the clients well, and it’s going to be a bad experience and it’s all going to go south from there. Um, so I think make sure that we have the best talent possible throughout the whole organization from, you know, executive leadership down to management, down to, you know, and I’ll say line workers, but like members of the production, you know, that are handling the cases, handling, um, working with the clients to other positions, whether it’s human resources, whether it’s, um, you know, the facilities, like I just think having the best talent is a winning formula. Not saying anything new. I love sports. You look at the, you know, the best organizations in sports and in business. They all have really the best talent, starting with the leadership and down throughout the organization. And then of course, clients referrals are huge. The best, I would say the best clients. But you know, by the numbers, the best outcomes we’ve gotten have, generally speaking, come from referrals, whether they’re referrals, you know, professional referrals from doctors, lawyers and other people in business or whether they are client referrals. They have far and away been the most serious and the best cases that we’ve handled.

Lee Kantor: So if somebody wants to learn more, have a more substantive conversation with you or somebody on the team, what’s the website? What’s the best way to connect?

Seth Bader: For sure. Um, the, the, the website is bater.com B a d e r l e w.com. The phone number is 48888888, and somebody can also email me directly at seth@law.com. And I would be more than happy to talk to anybody who would like to talk business, marketing, legal. Like, I really get excited about sharing and exchanging ideas with other business owners, particularly those that are maybe in other industries, just because there’s so much to learn, because there’s stuff that they’re doing that we’re not doing that might really work for us and vice versa.

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

Seth Bader: Lee, thank you very much, I appreciate it. It’s been exciting and I’m glad to have connected with you.

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

Tagged With: Bader Law, Seth Bader

From Idea to Publication: A Step-by-Step Guide for Aspiring Authors with Write Choice Services

March 24, 2026 by Jacob Lapera

High Velocity Radio
High Velocity Radio
From Idea to Publication: A Step-by-Step Guide for Aspiring Authors with Write Choice Services
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In this episode of High Velocity Radio, Lee interviews Tim Morrison, president of Write Choice Services. Tim shares how his company helps aspiring authors—mainly first-timers—write, edit, and publish their books. He discusses the company’s origins, the step-by-step coaching process, and common challenges like writer’s block and fear of criticism. Tim also offers advice on setting realistic expectations about book royalties and highlights the value of becoming a published author to establish expertise. Listeners learn about the practical support Write Choice Services provides to writers worldwide.

Dr. Tim Morrison has an extensive and ongoing writing career. He is a writing coach for and president of Write Choice Services. Additionally, he devoted the first twenty-five years of his professional career in local church ministry.

The latter part of his career, he worked as a naturopathic counselor at two traditional medical centers and two chiropractic clinics. He also served as a hospice chaplain and retired after six plus years as a hospital chaplain.

His publishing credits include articles for three national magazines, three regional publications and chapters in three youth ministry books. Morrison has also authored seven books. Of the seven, the first three carried faith/religious themes: Healing Plants of the Bible: Then and Now; Letters to My Sons: A Father’s Faith Journey, and A Walk in the Spirit: Creating Dramatic Monologues through Lection Divina.

He holds a doctorate in ministry from Andover Newton Theological School and a doctorate in naturopathy from Trinity College of Natural Health.

As a writing coach, he has worked with clients from Switzerland, Sweden, England, Australia, Germany, Canada, and from all parts of the United States. Born and raised in Greenville, PA, he has lived and worked in seven U.S. states and in Ghana, West Africa. Tim and his wife Marta have two sons, two daughters-in-law and three granddaughters.

Connect with Tim on LinkedIn.

What You’ll Learn In This Episode

  • Overview of Right Choice Services and its mission to assist aspiring authors.
  • The process of writing coaching and editing for first-time authors.
  • The origin story of Right Choice Services and its founder.
  • Demographics of clients seeking to write books and their motivations.
  • Common challenges faced by writers, including writer’s block and fear of writing.
  • The importance of setting realistic expectations regarding book royalties and financial outcomes.
  • The structure and guidance provided to clients during the writing process.
  • Strategies for overcoming writer’s block and maintaining motivation.
  • The significance of writing a book for establishing authority in a field.
  • Resources for potential authors to learn more about writing and publishing services.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

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

Lee Kantor: Lee Kantor here. Another episode of High Velocity Radio and this is gonna be a good one. Today on the show, we have an old friend, Tim Morrison, who is the president of Write Choice Services. Welcome, Tim.

Tim Morrison: Well thank you. It’s good to hear your voice again, to be with you.

Lee Kantor: Well, I’m excited to get caught up for folks who aren’t familiar, tell us a little bit about Write Choice Services. How are you serving folks?

Tim Morrison: Write choice services is a writing company. We are not ghostwriters, but what we do is we work with people who are writing their someday book or their first book, or maybe their fifth book. We edit and coach them as they write their product so that by the time they’re done writing, they’re writing has improved just significantly. They write better, they write more comfortably, and they can approach a publisher without any fear.

Lee Kantor: So what was the genesis of the idea of the company? How’d you get involved in this line of work?

Tim Morrison: Well, it was it was already established by Janet Litherland, who lived in Thomasville, Georgia, and more than 60 years ago, Janet was my high school chorus teacher in Greenville, Pennsylvania. And we just stayed connected over the years. And when I moved to Marietta, Georgia, we reconnected and Janet asked me if I had a particular kind of sermon. And I said, how many do you want? And that conversation led to my becoming part time worker with the Write Choice Services. And then Janet was going to simply retire, shut the company down. I said, wait a second, let me buy it. And so I did. And, um, it’s just been, it’s been exciting to work with. Most of my clients are first time writers. Got a number of repeat clients, but Janet had the idea of let’s, let’s help people who want to write a book produce a really good product.

Lee Kantor: So over the years has kind of the demographic change on who wants to write a book or is it kind of the same type of person?

Tim Morrison: It tends to be the same type of person. Now, I’ve helped well over a hundred people literally from around the world. Um, I’ve had people in Europe all across the United States, Canada, Japan, Australia, and, and they all just, they have this hunger to write. Most of them want to lift up something that they have become a specialist in, so to speak, in the work that they carry on, or they’ve had an incident in their life that they want to share. One of my clients lost a twin at birth, and she and her husband knew that they were going to one of the twins would live and one would die. Well, Natalie wrote a book all about that journey, what it was like, how they dealt with it afterwards. And she subsequently wrote two more books dealing with that. I have a client who developed some ideas on how to save money, especially for people who are starting out in the world. And the one thing I remember him saying to me and then putting in his book is you look at these people who are trying to find money and you look at their body and they’ve got tattoos everywhere. He said. I love tattoos, but if you don’t have enough to eat and you have a tattoo, you need to realign your your thoughts. And he wrote a whole book around that concept of how do we save money in pragmatic and practical ways. So it’s life experience that people want to share now.

Lee Kantor: Um, I’m sure you’ve talked to a lot of people who approached you wanting to write a book, but didn’t pull the trigger on it. I think that’s a quote you just used a few minutes before we started, but what separates a person who goes through with it and takes the action and does the work to write and become an author, as opposed to the folks who say they’d like to someday, but it’s never the right day.

Tim Morrison: Oh, I love that because that’s the right phrase. And I probably used it already that everybody has a someday book within them that they just know they want to write. The ones who do are the ones who find a coach, quite frankly, or someone to walk them through the process. Um, you know, I believe that most of us still have nightmares from all the essays we wrote in high school, and they would come back with all kinds of red ink. And so we still carry that. And that keeps us from writing today. But I encourage and that’s what my company does. We encourage people who have that dream of writing that someday book of sitting down and doing it. And if if we help you, which we do, we give some outline suggestions, ideas on how to write. Then those people will in fact write. But the other piece is it’s not cheap. You know, Unfortunately, it costs five, six, $7,000 to publish a book and that may or may not include. If you use our services to help you get the book written. And then we’ll steer you towards publishing company. That’s just a lot of money, but I have Write Choice Services has come up with the product that enables people to write a book and have it published, and buy a few copies for around $3,500.

Lee Kantor: So you helped them get it out of their head onto paper and then eventually published in some form?

Tim Morrison: Yes. What we do is we ask we ask our people to provide us with what’s their working title, a 150 word synopsis of what the book’s going to be. And every book has one of those. It’s on the back cover or it’s on the front flyleaf of a hardcover. And it tells the reader what’s inside the book. And publishers want that because they want to know that the person who wrote the book knows what’s inside the book. We asked for a table of contents, or at least a list of topics that you want to address. We asked for a description of target market audience, and I know you’re familiar with that because that’s what BR is all about. Other people look at us a little weird, but we need to know who you’re writing to. And it’s not anyone who it’s got to be. We’re writing to women between the ages of 25 to 30. We’re writing to parents who have lost a child were writing to. Because if you don’t have that, your writing is going to be all over the place. So we have people do that and then we asked them to give us 15 pages of the writing, and we critique it and were able to identify what their strengths and weaknesses are, whether they have a really good idea of where they’re headed. And then we work with them until it’s all done.

Lee Kantor: Now, once they kind of go through that gantlet and they’re ready to begin, is there, um, are you kind of an accountability partner or are you kind of saying, okay, every day write 500 words? Or do you put them on some sort of a, a path that they can, you know, just make this part of their day rather than when the muse strikes?

Tim Morrison: We, we are not accountability partners. We assume that the muse is going to bite at the appropriate time. What we do is we give a guaranteed price for our services so that there’s never a clock ticking Anywhere. Uh, because we don’t want people to feel like, is the editor trying to get billable hours or not? No, we just do that. But what we do is, okay, we’ve edited 15 pages. We see what your strengths and weaknesses are. Now read through our edits, go through the next 15, 20, 30 pages of your manuscript and apply all those things which we’ve taught you in the next 15 to 50 pages. And we keep doing that back and forth so that by the time the writer has finished his or her manuscript, it’s had the effect of maybe being edited essentially 5 or 6 times because the writer is always learning new mistakes. Uh, how to get over them, how to apply to the writing. And so they become a really good writer. And that motivates them because they can see how they’re improving.

Lee Kantor: So how do you know when a book is done? It seems like that they can go on forever because you’ll have a new thought or a new idea or some new thing has occurred.

Tim Morrison: Oh, believe me, I’ve read some manuscripts which I thought went far too long, but that’s one of the other things we will ask the client right up front, how many words or how many pages do you think your book’s going to be so that they have an idea? And one of the things we know from the industry is that first time authors should write, should have a book around 150 pages, and I think that’s like 37,500 words. So we tell them that and they can aim for it. Um, we also asked them, how many chapters are you going to have? Do you think, how many topics are you going to write on? And if they say, well, I’m going to have six chapters, so how many pages do you think you’re going to have? Well, I’m going to have 100 pages. Well, six into 100 goes. What about one like 16 times? So if you’re having six chapters, each chapter should be about 16 pages. So we used the mathematics simply to help the writer have an idea of do I have too much or too little? Can I take five pages from this chapter and put it over here? So we give those tools to help them have a sense so that they they know when they’re done. And one of the other things I often do with my clients is to say, write your last paragraph. Now, oftentimes they’ll say, well, I haven’t even written the first one. I said, that’s fine. Write what you think the last paragraph is going to be. What do you want the reader to walk away with when they close the book? And I usually have good success when they do that. And then then their job is okay, get to that last paragraph.

Lee Kantor: Now, when you’re working with your clients, do they come to you maybe with an expectation like this is going to be a best seller or I’m going to become rich or like, do they understand kind of the reality of publishing and being an author, or do they come with, uh, maybe, um, expectations that are a little off?

Tim Morrison: Yes. Uh, most of them come with a lot of hope and high expectation. My intent and purpose is always to keep them holding on to those high intent. But to help them have reality. Um. I say I, I, I have written and had published eight books. The royalties from my eight books and their specialized kind of topics, but the royalties from those eight books allow me to take my wife out to dinner twice a year at, um, Ihop or Cracker Barrel or O’charley’s or something like that. Part of that’s because I, I don’t really market vigorously anymore. I don’t need to. But the reality is, no, you’re not going to get rich quick.

Lee Kantor: So if they’re not doing it for financial purposes, what are some of the reasons why a person should invest the time and resources to become an author?

Tim Morrison: Because it makes you an authority in your field. As a curious kind of thing, a lot of people who write a book or write because they have a different slant on something. Uh, maybe 50 people in their department or company or whatever do the same job, but they have found a different way to do it. And that enables and they write about that. Um. Again, if I go back to Natalie, there are a lot of books out there on what, what it’s like when you have a stillborn or a baby who dies soon after birth. But Naftali writes from the perspective of we knew this up front and we continued with this, and this is how we prepared. Another gentleman I had, he was from Switzerland. He worked in accounting and he was strong in computers and accounting. When. That wasn’t a real big thing yet. And he wrote about how he used the computers to make his workload easier. And he wrote that book. And my understanding is it really sold well in Switzerland and then spread out from there. But it allows you to say, I’m a specialist in this area. I can do this. You know, if you’re. Um, I had a the guy who took care of my car when I lived in Marietta auto mechanic. How can he stand out from everybody else? Well, he wrote a small book about what people should know about maintaining their cars and why and how and how frequently and what have you. So he had the interesting ability of being able to say, if people ask him, what makes you different from any other auto mechanic out there? He can say, because I’ve written a book about it. And that’s the thing. If you can write a book about what you do that’s different or makes a different kind of an impact that separates you from everybody else.

Lee Kantor: Now, is there any advice you can give that person who has that, uh, deadline of some day to move them to action today?

Tim Morrison: That’s the whole idea about what we do, and that’s why we ask the questions that we do. What’s your working title? What’s your 150 word synopsis? What’s your target market? What are your topics or your chapter titles? And once you have that in front, it’s pretty easy to start to write because you don’t have to write to everybody or anyone who you’re writing for this specific person. You’re writing to get this idea across. And so you’re focused.

Lee Kantor: Now, any advice for the writer who has maybe started but has gotten a little writer’s block?

Tim Morrison: Oh my, there are there are books written on writer’s block. Um, seriously, there’s a fascinating, you know, most people know about Chicken Soup for the soul. And there was one put out, I think, in the like 1998 called Chicken Soup for the Writer’s Soul. And that book is filled with stories of how people overcame writer’s block. For some, they say it’s butt glue applied liberally to your desk chair, and you sit. So you stay there until you get through it. For me, when I hit writer’s block, I go outside and walk. Other people will go watch a TV show. The challenge is we all run into it. We all have to find the way that works for us to get through the writer’s block. And I, I will also emphasize that we’ve got to get rid of that image of, um, the high school or college term papers that came back with red ink everywhere. We’re writing for ourselves and for an audience, not for a teacher who’s going to judge.

Lee Kantor: Now, if somebody wants to learn more about your services, um, is there a website? What’s the best way to connect with you or somebody on your team?

Tim Morrison: We have a website. It’s of course the w w w dot, write? And that’s spelled w r i t e choice services.com, writechoiceservices.com. And the website has a landing page. You can contact me through that or just send me an email directly at revtmorr that’s r e v as in Victor, T as in Tim Moore, r o r r at gmail.com, and I’ll respond to them right away.

Lee Kantor: And then on the website, will they learn about some of the books you’ve written? Like I know you have a book, write a book, change the world. Are all your books there?

Tim Morrison: Yes they should. They should be, you know, unless someone’s gone in and I didn’t know, but yeah, they’re in there and I have several books. Um, you know, my first three books have somewhat of a religious theme because I was in ministry at the time. The books I’ve written after that, the next 3 or 4 all deal with some aspect of writing. And the book that you mentioned, write a Book Changed the World is actually it was what my colleague and I determined were the best ten interviews that we did when we had a podcast with Business RadioX many years ago, and we put that into a book and that’s done well.

Lee Kantor: And that’s one of those things that, um, there’s a lot of ways to go about writing a book.

Tim Morrison: Yes, yes, yes. And, and what you can do with it because again, these are business leaders. One of the, one of the interviews we printed in, there was a woman who she and her husband sailed through the Great Lakes, starting in Lake Superior, all the way down to their winter home in in Florida. And what that journey was like and what they learned. And just absolutely fascinating. So and, and each one talks a little bit about how did they decide what they write? What were the challenges they faced? And it’s just a good book.

Lee Kantor: Now. Do you primarily work with nonfiction authors or fiction, or does it matter?

Tim Morrison: It doesn’t matter. I don’t work with fiction writers. I have a colleague, a contractor that works with me for me, who handles the fiction, and I handle all the nonfiction and business.

Lee Kantor: Well, Tim, it was great catching up with you. Thank you so much for coming on and sharing your story. You’re doing such important work and we appreciate you.

Tim Morrison: Well, it was good to be with you again. It’s been a long time, but I celebrate what you guys are doing with Business RadioX.

Lee Kantor: Well, thank you very much. I value our relationship and wish you the best.

Tim Morrison: I thank you so much.

Lee Kantor: All right, this is Lee Kantor. We’ll see you all next time on High Velocity Radio.

Tagged With: Dr. Tim Morrison, Write Choice Services

Unlocking Business Potential: How Ciobo Connects Owners with Experts for Operational Success

March 24, 2026 by Jacob Lapera

Atlanta Business Radio
Atlanta Business Radio
Unlocking Business Potential: How Ciobo Connects Owners with Experts for Operational Success
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In this episode of Atlanta Business Radio, Lee interviews Robert Burke, founder and CEO of Sobo. Robert discusses how Sobo’s AI-powered platform helps small and mid-sized businesses identify and solve operational, financial, and leadership challenges. The platform analyzes business data, provides actionable insights, and connects owners with vetted experts for targeted support. The conversation covers Sobo’s vetting process, subscription model, data privacy, and ideal clients—companies with $2M–$100M in revenue across various industries. Robert shares success stories and invites business owners to try Sobo for clarity and expert guidance.

Robert Burke is the Founder and CEO of Sobo, a platform designed to help businesses generate insights and connect with experienced operators and experts who can help solve real business challenges.

With a background in building and scaling companies, he has worked closely with founders, executives, and investors to drive growth and operational improvement. Through Sobo, he is focused on making high-quality business expertise more accessible to small and mid-sized businesses.

He is based in Atlanta and is passionate about supporting the city’s growing entrepreneurial ecosystem.

Connect with Robert on LinkedIn.

What You’ll Learn In This Episode

  • Overview of Sobo, an AI-powered platform for small and mid-sized businesses.
  • The challenges faced by small and mid-sized businesses regarding operational, financial, and leadership clarity.
  • The role of AI in analyzing business data and providing actionable insights.
  • The process of connecting business owners with vetted experts for problem-solving.
  • The subscription model and its benefits for businesses.
  • Data privacy and security measures in place for sensitive business information.
  • The types of businesses served by Sobo, focusing on those with revenues between $2 million and $100 million.
  • The importance of structured accountability and outcome-driven engagements in consulting.
  • The proprietary diagnostic engine that monitors operational health and provides real-time insights.
  • Success stories and the impact of Sobo on businesses that have previously struggled with consulting engagements.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studio in Atlanta, Georgia. It’s time for Atlanta Business Radio, brought to you by Kennesaw State University’s Executive MBA program. The accelerated degree program for working professionals looking to advance their career and enhance their leadership skills. And now, here’s your host.

Lee Kantor: Lee Kantor here, another episode of Atlanta Business Radio. And this is going to be a good one. But before we get started, it’s important to recognize our sponsor KSU Executive MBA program. Without them, we couldn’t be sharing these important stories today on the show. We have Robert Burke, who is the founder and CEO with Sobo. Welcome.

Sobo: Appreciate you having me, Lee.

Lee Kantor: Well, I’m excited to learn what you’re up to. Tell us about Sobo.

Sobo: Look, most small and midsize businesses are flying blind. More than they’d like to admit. They’ve got financial data, operational data, people issues, but no clear way to turn those into decisions. And hiring full time executives to fix it just isn’t realistic. That’s the gap that Sobo has built to solve.

Lee Kantor: So what was the genesis of the idea?

Sobo: So Sobo really started 17 years ago when I was. I had started my IT MSP core 12. Core 12 is now a managed intelligence provider here in Atlanta, Georgia, and we’ve been serving small to midsize companies for almost two decades. And what we found is that every business owner that we’ve ever come in contact has two big needs. The first is they have a lack of clarity and what’s holding their business back. And the second is they have a lack of resources internally to execute the owner’s vision. So that’s the gap that was built to solve. And Sobo is an AI powered platform that helps businesses quickly identify what’s actually holding them back, whether that’s profitability leaks or operational inefficiencies or maybe even leadership gaps. And then we connect them with vetted experts who can fix those problems.

Lee Kantor: So it combines kind of the way that AI can synthesize the data, but you also add a human to the mix to kind of guide it to the solution.

Sobo: That is correct. We’re using AI for for good. We’re using AI to get really quality people in front of those businesses that are struggling with specific issues. So instead of spending months and tens of thousands of dollars on traditional consulting just to figure out what’s going wrong, we can get a we can get a business from confusion to clarity in a matter of minutes. And that’s the big shift speed and precision.

Lee Kantor: But once they have the data, you’re still going to deploy a human to help them execute and deliver on kind of the opportunity that the AI uncovers.

Sobo: That’s exactly right. Right now, a business owner comes into solo, they answer a few targeted questions about their company. And our system generates insights that pinpoint where those issues are. And then from there, we match them with a vetted expert who’s done it before, someone who knows their industry, understands their problem and can step in quickly to to resolve it. That could be a fractional operator, someone helping drive strategy part time, or it could also be a targeted project. The key here is structured accountability. And it’s built around outcomes, not just advice.

Lee Kantor: So is this a two sided marketplace where you have the entrepreneur with the challenges on one hand, and then you have the other, the consultants or the fractional folks that can help solve it?

Sobo: That is correct. It’s an AI powered, SaaS enabled marketplace that pulls in all that data that business owners do not have the time, energy or effort to dedicate to sifting through. It’s like looking for a needle in a haystack. And if you’ve been a business owner, you know what I’m talking about.

Lee Kantor: So what is kind of so. Okay, let’s start at the beginning. So you have a marketplace. So you have to have the consultants. Are you vetting the consultants or is this kind of just a free for all?

Sobo: Absolutely. These consultants are all vetted experts in their domains. So whether that is in operations, finance, technology, strategy, leadership, you know, we’re vetting experts and we’re bringing in high quality people that have spent at least a decade serving small to mid-sized companies. We’re focused on small to midsize businesses, typically doing anywhere from a couple of million up to $100 million in revenue. These are companies that are growing. They’ve got real complexity, but they don’t have a full executive bench. They’re the ones really feeling the pressure. Things are breaking, margins tightening. Teams are stretched and they need experienced leadership without taking on full time overhead.

Lee Kantor: So what are some of the symptoms or signals to an entrepreneur that, hey, maybe I should check out Sobo. What kind of pain are they having right now that Sobo might be able to help them?

Sobo: So that’s going to be one out of a thousand things at any given time. There’s always going to be a need, regardless of who the business owner is, where he or she is located. They’re all going to lack clarity in one or more areas of their business. They’re going to have challenges in one or more areas of business. So we we do two things. And the first thing is the most important. It’s giving them that clarity up front. You know, most marketplaces or platforms, they just throw you into a marketplace and say, good luck. We actually help you understand the problem before you engage with anyone.

Lee Kantor: So is this something that once I kind of plug into the Sobo ecosystem that I just stay plugged in because like you said, I’m always going. To have issues.

Sobo: 100%. It’s like you get an Apple Watch, you slap it on your wrist. It tells you when your heart rate’s down, tells you when your blood pressure’s up. This is the same thing. We have a diagnostic engine that is looking at your business 24 over seven. It’s also giving you a score on your operations IQ. And there’s just so, so many things that we’re able to look at in real time thanks to the benefit of AI and, and quality structure. That’s what we’re all about is we’re about helping business owners figure out what’s wrong and then giving them a structured process to getting to getting those results, to getting to the, to the success on the other side of that issue, because there always is a, there’s a way to get there and there’s a way to pay for to pay for results and not just pay for advice. So that’s what we’re doing here.

Lee Kantor: All right. So I’m in. I’m an entrepreneur. I got a business. I want to do this. So what do I have? What are the steps to onboard me?

Sobo: Very simple. Just go to Sobo dot AI. You’re going to click the option for free trial. You’re going to go through a 3 to 5 minute what we call the ops IQ. It’s going to give you a scorecard. It’s going to give you an approximation of your of your operational maturity and your business lifecycle. It’s also going to start generating insights for you from there. If you have specific areas that you want to get clarity in, say finance or HR or operations, you can go into our diagnostic engine and you can start requesting those insights. You know, whether it’s 1:00 in the afternoon or as most business owners are familiar, 2:00 in the morning, waking up, you can’t sleep. What’s going on with my business? And so we’re giving them that business analyst 24 over seven 365. And they don’t have to pay an arm and a leg to get there. The second thing we do with clarity after clarity is that we’re also providing that quality and structure around the engagement itself. You’re engaging with vetted experts, not freelancers with real operating experience. And the engagements are structured in a way so that there are clear deliverables and accountability at the end of the day. Business owners don’t want more noise. They want results. And that’s what we’re built around.

Lee Kantor: So now, um, how much stuff am I going to have to download? And what’s kind of the protection I’m having that I’m just not giving this up to the world to see.

Sobo: Absolutely. That’s a great question. So if you go to like, uh, you know, pick your AI model, ChatGPT, Claude, whatever, you know, they have this option where you can add in connectors and you can add in your HubSpot, uh, or you can add in your QuickBooks. Do not I do not advise anyone to do that with their business data, because these LMS are in the business of not just taking your data, but also taking your business model. What we’ve built is a proprietary diagnostic engine that injects your company data, whether that’s from QuickBooks or Salesforce or what other, what other cloud applications that you run on a day to day basis within your company? We are taking ingesting that data and our diagnostic engine. We are we are sanitizing it, rinsing it, making sure that the, as we as we’re engaging these LMS that they do not know who you are, what your business is, or any other sensitive information.

Lee Kantor: So what do you need more of? How can we help you?

Sobo: Yeah. You know, we’re just looking for business owners in and around Atlanta that are interested in learning more about how they can engage Sobo as really, truly an operating system for their company. It’s going to give them clarity. It’s going to give them access to experts on demand. And you’re going to be able to pay for, uh, for results and not just promises.

Lee Kantor: And do you have a story you can share about somebody maybe who, um, came to you and started using Sobo and got good results? Uh, don’t name the name of the organization, but maybe share the challenge that they had and how Sobo was able to help.

Sobo: Absolutely. You know, we had a, we had a $15 million fire protection business that over the last two decades has has spent over $500,000 in failed consulting engagements. And a lot of that had to do with, you know, lack of proper vetting of the expert and also lack of holding that expert accountable. And that is an area that there’s a lot of weakness in when it comes to owners and operators of companies. You know, we project, you know, we’re, we’re really good at what we do and we just project and we, we take people for their word. Um, we created a system designed to take the lift off of business owners holding the expert accountable. You’re when you engage with an expert through Sobo, we are escrowing those engagement fees and we’re not releasing those fees to the expert until you’ve signed off on their work product. We keep it really simple.

Lee Kantor: So is it possible just to use Sobo as that dashboard and not engage with an expert? Or is it kind of if you’re going to go and start using Sobo, you have to assume at some point you’re going to have to hire some somebody to help.

Sobo: Absolutely. Use Sobo as a clarity engine to help your potentially your internal team get get insight into what’s going wrong. And if you have resources internally that can execute in that area. Great. Give them, give them the insight, share it with them and create a project internal project to address that issue. In the situations where you know you have an issue, you have a challenge, and you don’t have anyone in the inside of your organization that’s competent enough to to deal with that effectively, simply engage with an expert on the platform and we’ll take it from there.

Lee Kantor: Now, when it comes to working with Sobo and installing it and using it, is it something that it’s going to replace, something I’m already paying for separately, or is this just another one of these subscriptions now I have to deal with?

Sobo: It’s another it’s another subscription that is going to layer on top of all the other applications that you use, and it’s going to give you a financial health visibility dashboard for your company. So you’re able to see where your operations IQ is currently, how you’re tracking, you’re able to get clarity on any area of your business. And you know, and you take it from there, it’s ultimately up to the operator, the business owner to decide if and when and how he engages or what he does next with the clarity that he gets, because we can give you clarity all day long, 24 over seven. It’s, it’s and you’re, you know, you, you’re deciding you’re in the driver’s seat with regards to, you know, how you want to take action on that.

Lee Kantor: But it’s not replacing any of the I already have.

Sobo: Uh, it, it will become the, the brain for the owner. Operator. You’re going to go to Sobo to get clarity. You’re not going to, you know, want to use the, the open LM models anymore because they don’t have, they don’t have your business persona. They don’t really understand, you know, what is, is ailing your company. But we do because we have secure secure connectors with, you know, the cloud applications that you’re using on a day to day.

Lee Kantor: So what was it like to launch this startup here in Atlanta? What, um, what have you gotten from the ecosystem?

Sobo: Yeah. You know, um, Fortunately, I had the benefit of having ran a successful it MIP for the last 17 years, so I have, I’ve had a strong network of other business owners and friends that have been able to kind of guide this product. And we want to, we want to build this product to be the go to for any business owner in that small to mid size range that needs clarity and they need help.

Lee Kantor: Is there any niche that you’re going after or it sounds like it’s industry agnostic, but have you found that certain niches are gravitating towards it? When you’re launching?

Sobo: Absolutely. So we, you know, it is, it is, uh, pretty much purpose built for any, uh, type of business. But we do have specific verticals that we’re going after, uh, on the initial phase. So we’re looking for architecture, engineering, construction firms, professional services firms, manufacturing firms, as well as industrial services.

Lee Kantor: And all between that two and $100 million range.

Sobo: That is correct. And honestly, we have some subscribers on the platform that are only doing a million in revenue, but they’re in growth mode. They want to solve their problems. They want to move forward. They don’t want to keep doing the same thing over and over again expecting different results.

Lee Kantor: So if somebody wants to learn more, have a more substantive conversation with you or somebody on the team, what is the website? What’s the best way to connect?

Sobo: Yeah, website is sobo dot ai. And you can connect with me directly at Robert at Sobo AI.

Lee Kantor: Good stuff. Well, congratulations on all the momentum Robert. And you’re doing important work and we appreciate you.

Sobo: Appreciate it Lee. Thank you for your time.

Lee Kantor: All right. This is Lee Kantor. We’ll see you all next time on Atlanta Business Radio.

Tagged With: Robert Burke, Sobo

The Pressure Point Playbook: Strategies for Leaders to Excel Under Stress

March 24, 2026 by Jacob Lapera

Atlanta Business Radio
Atlanta Business Radio
The Pressure Point Playbook: Strategies for Leaders to Excel Under Stress
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In this episode of Atlanta Business Radio, Lee interviews Kashaun Cooper, founder of the Five Stages of Yes Leadership and Development Institute. Kashaun discusses how leadership under pressure reveals true behavior, not just intentions. He explains that mental toughness can be learned by identifying “pressure entry points” and practicing new responses. The conversation covers preparing teams for high-stress situations and the importance of aligning words with actions. Keshawn also introduces his Pressure System Index tool and shares insights on building resilient leadership in pressure-filled industries. Listeners are invited to connect with him for further resources.

Kashaun Cooper is a Leadership Systems Architect and the founder of the Five Stages of Yes Leadership & Development Institute. His work focuses on how individuals and organizations respond when pressure rises.

He is the creator of the Pressure System Index (PSI) and the Responsibility Flow Diagnostic™, tools designed to make invisible behavioral patterns visible inside teams and leadership structures.

He works with founders, executives, and nonprofit leaders to help them identify default responses, clarify decision ownership, and stabilize performance in pressure-saturated environments.

Connect with Kashaun on LinkedIn.

What You’ll Learn In This Episode

  • Leadership under pressure and its impact on behavior.
  • The distinction between pressure creating behavior versus revealing it.
  • The concept of mental toughness and its learnability.
  • Identifying and understanding personal pressure entry points.
  • Preparing teams for anticipated high-pressure situations.
  • The role of scenario mapping and role-playing in team preparation.
  • The Pressure System Index (PSI) as a diagnostic tool for pressure management.
  • The importance of congruence between leaders’ words and actions under stress.
  • The timeline for behavioral change and the formation of new habits.
  • Industries particularly affected by high-pressure environments and the need for effective leadership.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studio in Atlanta, Georgia. It’s time for Atlanta Business Radio, brought to you by Kennesaw State University’s Executive MBA program. The accelerated degree program for working professionals looking to advance their career and enhance their leadership skills. And now, here’s your host.

Lee Kantor: Lee Kantor here, another episode of Atlanta Business Radio. And this is going to be a good one. But before we get started, it’s important to recognize our sponsor, Ksuz executive MBA program. Without them, we wouldn’t be sharing these important stories today on the show. We have Kashaun Cooper, who is a leadership systems architect and founder of Five Stages of Yes Leadership and Development Institute. Welcome.

Kashaun Cooper: Hey, Lee, thank you so much, man, I appreciate it. Thank you so much for allowing me to be here today. I look forward to this conversation.

Lee Kantor: Well, I’m excited to learn what you’re up to. Tell us about the five stages of Yes Leadership and Development Institute. How are you serving folks?

Kashaun Cooper: Man, man, this is a topic that I can talk about for hours. And I know we only have a few more a few moments. So I’m going to give you the, um, the abbreviated version, you and your listeners. So I’m the founder of the Five Stages of Yes Leadership and Development Institute. And, and where did that come from? Over the course of my, my working years, ever since I was a manager in my 20s. Now I’m in my 40s and I, I’ve been, I’ve been seeing a lot of things. I’ve seen a lot of things. I’ve been observing, observing a lot of things. There’s a lot of things that caught my eye in leadership, things that I did, certain behaviors and Responses that I did. And I looked back at myself and said, Keyshawn, why did you do that? And then I also looked at other leaders, my direct reports of the leaders, my my peers, my colleagues. And we will have discussions, uh, prior to certain situations. And then after the situation would take place, I would go, I would go to them and say, what happened? They would say, man, it was rough, man. It was just rough. And I had to do what I had to do. So over the course of my professional career, I studied how individuals and organizations behave when pressure rises. And my work is pretty simple, pretty simple to explain. Although I can talk for hours about it, it’s not when things are calm, it’s not when things are challenging, but when decisions, uh, actually matter. When timelines get tight, the walls are caving in on you, expectations are increasing. That’s when people are and when people are dependent on outcomes. That’s where I focus, because that’s where you really get to see how people operate. And that is the basis of the five stages of yes Leadership and Development Institute.

Lee Kantor: So what happened in your life that that you said, okay, I have to now dedicate a good portion of my career to work on this challenge. Like, what made you think that you have some unique ability to help people solve this for themselves?

Kashaun Cooper: That’s a that’s a great question. So it wasn’t just one thing that happened, Lee. It was a culmination of things, uh, down through the years. But what really, really tipped me over is when, um, I was a manager for a restaurant, a sports bar, and, um, I would have my, my manager’s meetings on Mondays and we would lay out all the expectations and, and, um, when, when the manager’s meeting is over, I’m, we slap in five, we’re going over expectations. Everybody’s excited. Everyone is clear, at least from my standpoint, and even they nodded. It let me know they were clear with it. But when it was time to go back into the kitchen and when the dinner rush would come, or on a Sunday or Saturday night or or Super Bowl or fight night, when those, uh, when those situations were arise, I started to see how those behaviors and what we talked about, the SOPs, all of those things went out the window. None of that mattered. So it was that event or those events during that time frame of working with that organization that I got to see really, really close how people say one thing and do another. And that’s when I concluded that even in myself, uh, I would say one thing I knew I knew what to say. I had the right belief. I had the right words. And when, when pressure hit us, um, we sort of changed directions. And that’s when I concluded that pressure does not create behavior. Pressure reveals it. Pressure exposes the structure of the organization and of the system. Pressure exposes, uh, decision patterns and, and most importantly, pressure exposes, uh, leadership behavior.

Lee Kantor: So now, do you think that the ability, the mental toughness, the ability to handle pressure, uh, is that something that there’s things you can do to learn to make yourself better at that? Or is it some people just naturally kind of have that mental toughness. I mean, in sports, you, you see, you know, with the highest levels, like in the NFL, there’s only a handful of like quarterbacks that thrive in a pressure situation where the rest are okay, but they’re not elite. Um, does it work the same in business? Are people or some people just better at this than others? Or is this something that can be learned?

Kashaun Cooper: That’s a great question and it’s definitely something that can be learned. Um, the reason for that is what I teach. I teach clarity, I teach understanding. Um, when I was in school, um, I, I hated school. This is a, this is a secret that I’m letting out to everyone right now. I absolutely hated school, but I wasn’t dumb and the teachers would get upset. My mother and father would get upset because they didn’t understand why I wasn’t dumb. But there were certain subjects that I just did not understand. One of them being English, I didn’t get it. I didn’t understand it. And because of that I decided to. I didn’t want to go to class. Sometimes I didn’t go to class, sometimes I didn’t. Most times I didn’t do the homework. God knows I didn’t do the projects. It’s because I didn’t understand. And as I got older and I started learning more about English, my understanding grew and that changed everything. So when it comes down to mental toughness or how to handle yourself under pressure, I’m not saying that you won’t fold. That’s not what I’m what I’m saying. What I’m saying is, and what I teach is how to identify your pressure entry points. That’s what I teach. I teach. Hey, when, when, when you’re in a pressure saturated moment, um, there are six, six areas, uh, that for the sake of time, I won’t go into them. Uh, but there are six areas that tend to happen, uh, where that, where pressure tends to enter. And one of the biggest ones is, uh, physiological activation. And that for me, and it may be for you, Lea, when I’m in a pressure saturated moment or my wife is about to bring me some bad news, she brings me a bottle of Excedrin Migraine, because the very first thing that happened to me is I get a headache. So once you learn where your pressure entry point is and understand the sequence. Then you can learn how to manage that pressure.

Lee Kantor: So how does this kind of relate specifically to a situation like let’s talk about your restaurant situation. You know, it’s the Super Bowl. Everybody in the room knows it’s a Super Bowl and everybody knows you’re going to be slammed at some point in time. It is just going to be just intense for hours. And you just better buckle up and we don’t have time for, you know, mental mistakes or kind of being distracted. You have to be game on. How do you prepare a team to handle a stressful situation, especially when you know it’s coming? Because there’s a lot of times when you don’t know when the stress is going to come, it just happens. Like all of a sudden, boom, now, you know, there’s a car accident, now you got to deal with it or there’s a medical emergency and now you have to deal with it. But something like in a work setting, a lot of times, you know, ahead of time, okay, we’re going to need everybody all hands on deck here.

Kashaun Cooper: Yeah, that’s a great point. And I that’s a question I get asked all the time. And that’s, um, that’s an example, um, an exercise that we go over, um, in different workshops. Um, there’s a, there’s a line, a sentence in my book, uh, the five stages of yes. Uh, for leaders moving from hesitation to ownership. And in the introduction, I talk about how, um, decide who you are going to be first before the pressure arise. So there is. And also in the back of the book, I talk about scenario mapping and basically role playing, um, going through a series of questions of, hey, when this happens, that happens. And this is what I, this is what I’ve learned and observed in my, um, my point of view and my experience is that, um, when pressure rises, people don’t rise to their training. Um, people tend to fall back to their defaults. So it’s a default response problem habits take over. Um, emotional patterns begin to repeat, learn responses, uh, activate and, uh, decision rules run automatically. So the question isn’t, uh, what people know, it’s what they automatically do under pressure. So your question is, hey, how do we get ahead of that? Number one, we have to work on our habits, work on our habits. And it doesn’t happen overnight. So when you’re in a pressure saturated moment, think about it in your life. Think about people that you encounter, no matter how many times they said they were not going to do something, they find themselves doing it. Have you ever experienced that? Have you witnessed that? Lee?

Lee Kantor: Sure. I’ve had, um, you know, lots of times where all of a sudden there is now a high level of stress. And now I have to, you know, deal with it. I have to make choices. I remember when my, uh, mother was very ill and she passed, but we were the family was sitting almost on a daily basis, having to make hard choices under pressure because of, you know, it was literally life and death. And something that helped me during that time was we kind of made a rule that was called one crisis at a time, where we were like, okay, there’s ten things that are important. Let’s pick the most important one and let’s focus in on that because it’s overwhelming to deal with ten simultaneously.

Kashaun Cooper: And what you thank you for sharing that story and what you just displayed here, uh, during this conversation is, uh, there’s a component in the default response is, uh, decision rules. So you and your family made a decision, made a decision in the, in this pressure, pressure saturated moment in in the the face of crisis. You and your family said, wait a minute. Stop, pause. We can’t handle ten crisis at the time. It’s just that that that doesn’t make sense. We’re going to get pulled in ten different directions and we’re going to be emotionally drained. So what you did was you decided you and your family decided this is how we are going to handle. So what I like to call that is learned responses under pressure. So how do you do that? You decide. First you make that decision. This is how I’m going to handle this situation. And here’s the deal. Lee um you can’t you can’t rise to a new default. You have to rehearse your way into a new default response and how you do it and pressure saturated moments. Those are teaching opportunities for you to, uh, when a situation happened, you may have responded one way, but now, because you decided this is how I’m going to move when pressure arises. Now your response is different.

Lee Kantor: So is that what happens during your workshops? Are you kind of playing this out and giving people repetitions in practice? Under these circumstances or simulated circumstances, so that.

Kashaun Cooper: That’s exactly what it is. It is simulated, um, environments, uh, simulated scenarios where we walk through, um, when I was in sales, I mean, that was one of my best jobs, man. When I was in in-home sales or they call it outside sales representative. And, uh, I would, we were going to homes and we, I, uh, I sold stairlifts and, and safety showers and one of the things, and I was in the last sales job I had prior to that, when I was 17, 18 years old, working at Sears and Roebuck in New York. So prior to that man, many, many years, Multiple decades went by before I entered the sales arena again. And one of the things that we used to do at our Wednesday meeting was role playing, and we had about 20 sales reps. But anytime our operations man operations manager said, does anyone want to role play? I was the first person to raise my hand. Why? Because it was in that moment. It was in the. It was in those opportunities that I learned how to navigate objections. So I took that and I brought it into my workshops, role playing people actually seeing themselves in scenarios. Now they know how to respond, um, which becomes a learned response. They know how to respond under any pressure.

Lee Kantor: So, um, when you’re, you’re doing this kind of work, what is kind of a signal maybe from a leader right now that might have a problem, but doesn’t know for sure? Is there some pain that they’re going through, or are there some symptoms of a problem that maybe they’re not connecting the dots where Keyshawn might be able to help me? Like, are there signs that you have an issue, you know, that you can kind of any signal or something that’s happening so I can go, hey, this could be a problem. It hasn’t revealed itself yet. Or maybe it’s, it’s a little problem, but it could turn into a bigger problem.

Kashaun Cooper: Yeah. That’s, uh, that’s a great question. And, and, you know, just from looking at someone, yeah, I can, I can, I can guess, but I created a, um, a diagnostic. Um, I took all the years of experience, created a diagnostic, um, which is called the pressure system index. And, um, the pressure system index is a group of questions and it basically, it walks the, um, the person who is, uh, taken. The assessment walked him through a series of questions and at the end of those questions you get a report basically talking about your your pressure entry point, um, where it talks about, uh, your physiology, your physiology, your physiological activation, your emotional regulation, cognitive clarity, um, uh, internal stability, uh, automatic patterning and behavior, uh, adaptability. Once someone takes the sci, uh, we go over the results and it is quite telling and also revealing, uh, to the individual who takes the psi because they say, wow. Um, my first question to them is always, were you surprised by your, or are you surprised by your results? And typically they say, uh, no, this is what I had an idea I just didn’t have. I didn’t have a name for it. Now I can see it. So based off of those results, now we put a plan in place. So when you have that manager who’s leading the team, a regional manager, a GM or a vice president who’s leading the team, now, you have this information to help them navigate to get ahead of the train, because what the purpose of the Sci, it is a leading indicator. Um, this is what happens before pressure, uh, hits the before pressure gets out of control. Um, when it enters, let’s say it enters the emotional regulation. That’s your entry point. What you want to do is you want to mitigate it fast before it spreads through the rest of the system. So the Sci diagnostic is a tool to help us identify those, uh, pressure entry points.

Lee Kantor: And then is this something that can be done? Uh, like you have to do it in person or is this something that they do individually online? Like how does somebody take advantage of this?

Kashaun Cooper: That is a great point. So on, on my website, uh, five stages of yes. Com the word five stages of. Yes it is. It is a sample of the of the. The psi. That one is more intense. That one is more for, for workshops. Um uh, that the one I’m talking about, but the one that’s on our website right now, that’s the one where they could quickly, that one literally takes probably 30s to do. And they, they can identify, um, how they handle pressure. Is it outward? Uh, do they deal with pressure outwardly? Do they deal with pressure inwardly holding it all in? Or is, or is it a balance? So that’s something they could go right to the website, click on the button and button and it would take them about 30s to do.

Lee Kantor: Now, is there a story you can share about maybe a team you work with that was able to, uh, you were able to help them? Like don’t name the name of the organization, but maybe share the challenge they came to you with and how you were able to help them get to a new level.

Kashaun Cooper: Absolutely. Um, now I, and I wasn’t going to, uh, share, Share. The name of the organization. So one of the things that I teach is pressure literacy, right? Most organizations teach us how to work, but very few, uh, people, uh, very few teach people how to operate when pressure rises, uh, how decisions change under pressure, how responsibility moves under stress, what behaviors become automatic, and so forth and so on. And once people understand pressure patterns, they stop guessing and they stop seeing. So, uh, there was one particular organization, um, and, um, yeah, one particular organization and they were having a management retention problem. Um, no matter what they did, they could not retain, um, any managers, um, they tried, uh, offering, uh, bonuses. Uh, they tried, uh, wellness. Um, they just tried so, so many creative things. Um, And what they found out is that none of them stuck. And and and, and I, I was shocked too, when they, when they told me, I said, wow, those are some, you know, really creative ways to retain managers. And what we did was I spent several days with them, uh, on the front line, working with managers, talking to them, talking to the staff.

Kashaun Cooper: And what I found out, it was one thing that a particular manager did. Um, it was, I mean, it was a specific day part and, uh, the store got, um, you know, really thick, um, got crowded and, and, uh, almost semi out of control. And what happened during that manager’s meeting, the manager said we were going to operate one way and what tend to happen, I mean, what end, what ended up happening was once, um, the, the store got heavy. Everything that this leader said went out the window. So what happened was His his his when he was emotionally sober. His words did not line up with his actions. Once pressure entered the room and he started to lose trust. So that’s what the issue was right there. There was a structural a structural problem with what he said out of his mouth and what he did with his actions. Um, and then once we figured out what his, uh, what his pressure point entry was, everything else changed.

Lee Kantor: And then the team improved.

Kashaun Cooper: The team improved. Yes. So what I’ve learned, Lee, is that although, um. Although. When no matter how. Let’s use a regional manager for this situation. The regional manager. He had his own default response. And what tends to happen when you lead a team, your leaders experience your your default response to situations. So they, they live inside of your default response as well. So if you are a person who are emotionally unregulated, you get irritated, frustration spikes, you throw things. I mean, you’re feeling overwhelmed. What do you think that’s going to happen to the team?

Lee Kantor: Yeah, of course it’ll trickle down. And especially if there’s like you mentioned before, if there’s incongruity between your words and your actions, the people tend to believe actions.

Kashaun Cooper: Oh, absolutely. Absolutely. So once we were able to identify his, uh, pressure, um, entry point, um, and how we were able to mitigate that and put certain systems in place, uh, we began to see a turnaround in the, in the staff because everything became congruent.

Lee Kantor: Now, is this something that happens where once you kind of everybody’s like, oh, I get it now. Then change can happen pretty rapidly. Or is this something that kind of takes a lot of time to implement and see results?

Kashaun Cooper: No, I’ve seen about 6 to 8 weeks. Um, uh, it’s not rapid as same day, but what happened same day is like you just stated, ah, I get it, I get it. So, uh, as I heard someone say, you can’t reach your destination overnight, but you definitely can change directions. So that’s what happens when individuals take the PSI and they see and we go over the results of the psi, the direction begins to change. You can see it. You can see it in their face. It’s like, ah, all right, I get it now. I, I so and that’s what you see, you see the aha moment. But like I stated before, these are these are defaults. These are habits that people have had for many, many, many years for one reason or another. So this is not something, uh, that, that changes over, uh, over a span of a day or two. Um, uh, you know, these are behaviors that have been automatic for, for people and they have never challenged these behaviors or thinkings. So now PS, uh, sy comes in and it doesn’t challenge their thinking. It just offers a new way to look at why they do what they do. So then that’s when you start seeing people rehearse their way to new defaults, um, instead of rising their way there.

Lee Kantor: So now is there a niche that you tend to work in or are they, is this kind of industry agnostic? Your work, because you mentioned retail, you mentioned hospitality. Is there, are those your specialties or do you work across industry?

Kashaun Cooper: I do work across industry, but there are certain industries that experience pressure saturated, um, environments more than others, such as retail, such as, uh, startup companies such as, um, uh, healthcare, uh, hospitality and restaurant industry. So, uh, those industries, nonprofit workforce development, uh, those are the industries that I typically work in because they are experiencing, uh, the pressure, um, you know, uh, right in their face.

Lee Kantor: So if somebody wants to learn more, have a more substantive conversation with you or somebody on the team, what’s the website? What’s the best way to connect?

Kashaun Cooper: It is w w w dot the number 5FIVE5 stages of yes.com. Well, you can reach out to me on LinkedIn.

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

Kashaun Cooper: Thank you Lee. Thank you so much for having me.

Lee Kantor: All right. This is Lee Kantor. We’ll see you all next time on Atlanta Business Radio.

Tagged With: Five Stages of Yes, Kashaun Cooper

How a Collaborative CPA Team Can Transform Your Business Tax Strategy

March 23, 2026 by Jacob Lapera

In this episode of Atlanta Business Radio, Lee interviews Chris Edwards, a Tax Partner at Bennett Thrasher. Chris discusses how his firm serves middle-market companies, especially in technology, distribution, and professional services. The conversation covers proactive tax planning, key provisions in recent tax legislation, overlooked tax credits, and strategies for preparing a business for sale. Chris emphasizes the importance of a collaborative CPA team and shares practical tips for business leaders considering a change in CPA or seeking to optimize their tax position.

Chris Edwards is a Partner in Bennett Thrasher’s Tax practice and leads the firm’s Commercial Tax group. He specializes in federal and state income tax consulting and compliance for middle-market corporations and flow-through entities, with a primary focus on the technology, healthcare, manufacturing and distribution, and professional services sectors.

He offers a comprehensive range of tax consulting services, including strategic advisory support for buy-side and sell-side mergers and acquisitions. His expertise helps clients achieve optimal tax structuring, implement efficient accounting methods, and navigate complex restructurings.

Prior to Bennett Thrasher, he worked at a large accounting firm in Denver, CO where he worked primarily with closely held entities and high net worth individuals.

Chris is a Certified Public Accountant (CPA) licensed in Georgia and Colorado.

Connect with Chris on LinkedIn.

What You’ll Learn In This Episode

  • Overview of Bennett Thrasher’s tax practice and services.
  • Focus on serving technology, distribution, and professional service companies.
  • Considerations for business leaders when changing CPAs.
  • Importance of proactive tax planning and ongoing communication with CPAs.
  • Discussion of recent tax legislation and its implications for businesses.
  • Key tax provisions beneficial for various business sectors.
  • Strategies for preparing a business for exit and minimizing tax liabilities.
  • Commonly overlooked tax credits and deductions for businesses.
  • Recommendations for tax planning strategies in the current year.
  • Ideal client profile for Bennett Thrasher, focusing on middle-market companies.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studio in Atlanta, Georgia. It’s time for Atlanta Business Radio, brought to you by Kennesaw State University’s Executive MBA program. The accelerated degree program for working professionals looking to advance their career and enhance their leadership skills. And now here’s your host.

Lee Kantor: Lee Kantor here, another episode of Atlanta Business Radio. And this is going to be a good one. But before we get started, it’s important to recognize our sponsor Ksuz executive MBA program. Without them, we wouldn’t be sharing these important stories. Today on the show, we have Chris Edwards, who is a partner in Bennett Thrasher’s tax practice. Welcome.

Chris Edwards: Hey, Lee, happy to be here.

Lee Kantor: Well, I am excited to learn what you’re up to. Tell us about Bennett Thrasher. How you serving folks?

Chris Edwards: Sure. Yeah. So as you said, I’m a tax partner and Bennett Thrasher’s tax practice and I lead our commercial tax group. What my group focuses on Lee is really just all any and all operating business entities. And we support them from not only the tax compliance perspective, but also on the tax consulting side as well. Um, so yeah, it’s outside of commercial. Our tax group is made up of real estate, high net worth individuals. And we also have a specialty tax group, which focuses on, uh, credits and incentives, international tax consulting, state and local tax consulting and transaction advisory.

Lee Kantor: So are there any specific types of businesses that you support?

Chris Edwards: Yeah, my, my main focus really is with technology companies, uh, distribution companies and professional service companies.

Lee Kantor: Now talk to me about a business person or the leader of an organization is thinking about changing CPAs. What are some of the do’s and don’ts and some of the trade offs maybe they make when they are making a move like that? What should you be looking for in a CPA firm? What type of experiences or expertise should they have?

Chris Edwards: Yeah, so that’s a great question. I think first you you want to work with somebody that understands your industry, sort of the ins and outs and not just the just the tech side of it all, but just how your business operates. And then secondly, I, you know, I like to say you really want to work with somebody that is sort of planning ahead for you, not just checking in once a year, you know, letting you know how your year went. We’ll file your tax return based on that and see you again next year. You really want somebody that’s with you throughout the year. Understanding your business and sort of planning for the future.

Lee Kantor: Now, is that kind of a yellow flag if you’re working with an organization currently, and they’re not being proactive about getting together and really making an effort to be proactive. Is that kind of a situation where you’re like, maybe you should start shopping at that point?

Chris Edwards: I think so. Yeah, I think it’s really hard to plan if you don’t sort of have an understanding of what’s going on in real time with your clients. And so, yeah, a yellow flag is probably a good way to say it.

Lee Kantor: Now, when it comes to this year’s tax planning, is there anything, um, that we should be paying attention to as we move into the 2026 year?

Chris Edwards: Yeah, I think everybody’s probably heard of the one big beautiful bill, which is still such a mouthful to say. But yeah, that’s probably on everybody’s mind right now. And provisions in that bill affect not only 2025, but obviously, um, planning for the future as well. So that’s, that’s probably um, or CPAs are most busy right now.

Lee Kantor: So when that bill comes out or a bill like it, um, what does that, how does your team handle that? Like are somebody on the team kind of going through it with a fine tooth comb looking for opportunities? Like how do you kind of handle when a big piece of legislation like that comes out as an organization? What do you do with that information?

Chris Edwards: Yeah, there’s, there’s a lot of collaboration amongst the partner group. Um, like you said, digesting the bill, seeing where there’s opportunities, seeing where our clients might, um, you know, not be in, it might be disadvantaged from the bill and, and how do we plan for that? Uh, so yeah, it’s, it’s a very much a collaborative approach. We all put our heads together and brainstorm opportunities.

Lee Kantor: And then when you went through the bill, are there some things that you saw that you’re like, okay, business owners right now should be really jumping on these couple of things?

Chris Edwards: Yeah, yeah, absolutely. I think probably the most, um, maybe if I could give a top three, uh, you know, a lot’s been said about the bonus depreciation rules becoming much more favorable. Uh, a lot of our technology companies are benefiting from the, um, the new research and development expensing rules. And I think everybody, all taxpayers that, that take on debt are highly leveraged or benefiting from the more flexible interest expense deduction rules. So those are probably sort of the most wide ranging provisions.

Lee Kantor: Now, is there anything for the folks who are, um, maybe in the professional services where they don’t have maybe factories or stuff, but they’re there, you know, um, their value is in intellectual property or more thinking stuff. Is there, is there some benefits for those folks?

Chris Edwards: There is. Yeah. And you know, some of the provisions in the bill, um, were already in existence, but they they made them permanent. So, for example, um, you know, taxpayers who are structured as either a partnership or an S corporation can, can benefit from, uh, what’s called the qualified business income deduction, which is a free, essentially free 20% deduction against your income. Um, and so now you’re kind of in a situation where, you know, it’s permanent, you can start planning long term for it. And, and that’s definitely one where professional service firms are benefiting from.

Lee Kantor: Now what? Take me through, uh, you mentioned being proactive. So say you have a client, um, and you’re being proactive and you schedule a meeting with them. What types of homework should they be prepared to bring you? Or what types of questions should they be prepared to ask you in order to get the most of that proactive, uh, conversation?

Chris Edwards: Yeah. Well, I mean, I guess I would probably say, Lea, that it’s maybe the other way around. It’s your CPA should be asking you the questions. Um, and so what we like to do as a firm when we, uh, you know, certainly when we bring on a new client, we, we have what we call a whiteboarding session, which is, um, just as an example, if it’s a new client for me, I would bring in some of my other partners who have different specialties and we all sort of get in the room together with the client or with the prospect to sort of understand their business and see where all we can add value. Um, you know, I stay in sort of the income tax compliance and consulting side, but I have partners that are in credits and incentives or international tax consulting. And, um, it really does take a sort of a broader team to serve, um, certainly our larger clients. So yeah, I guess to answer your question, I think the, the question should really be coming from the CPA to, to the client.

Lee Kantor: So, so some of those questions that you’re going to ask them. So you’re going to go through their past history with you and, um, you’re going to kind of have an understanding of what they’ve done in the past. And then you’re going to be kind of asking them questions to give you information so that you can maximize their tax savings, but also showing them some areas where maybe they can, um, benefit down the road, right? It’s not just a triage of a past situation.

Chris Edwards: Yeah, absolutely. I mean, I think, you know, step one is understanding the client and the business that they’re in and the structure that they have set up. Uh, and then it’s, it’s really about, um, making sure you understand where they’re trying to go. What’s their, what’s their two year plan? What’s their five year plan? Are they looking to sell the company or are they looking to take on debt or, you know, really all kinds of things can happen in the next, you know, 2 to 5 years and you want to make sure you’re understanding what where your client’s going.

Lee Kantor: Now, if a person or an organization is looking to exit, is there. What are some of the do’s and don’ts when it comes to preparing to exit?

Chris Edwards: Yeah, I think, you know, a lot of times we, we become engaged with clients who are thinking about selling their company and, you know, the 2 to 3 year horizon and, and, uh, you know, that’s, that’s really a time to, as I say, sort of set the table and make sure you’ve got things buttoned up. Um, making sure that you’re, um, you know, your tax accounting methods are in place and are correct. And, uh, because as soon as you go to sell, um, people who are listening who are sold the company know sort of the due diligence side, um, anything that you might have done wrong in the past is probably going to come to light during due diligence. And you just want to make sure you’ve, um, you’ve tried to remedy that as much as you can before you get to that, to that point. And so a lot of sort of what we do when a client comes to us and says, hey, I’m thinking about selling in a few years, we want to make sure we’ve got a good structure in place to, um, you know, transact in the most tax efficient manner. But also, um, as I said, sort of set the table to make sure that we’re going in eyes wide open to, you know, anything that might be questioned. And we try to remedy that on the front end.

Lee Kantor: Now, is there a story you can share that maybe illustrates the importance of having a good, uh, tax partner is that you don’t name the name of the organization, but maybe, uh, share, um, in what state they were in when they came to you and how you were able to help them get to a new level.

Chris Edwards: Yeah, sure. Um, you know, I think. A lot of times clients will come and, you know, their structure is just not really conducive to where they want to go. Um, maybe that’s something as simple as Converting to a C corporation to take advantage of certain tax provisions on on an ultimate sale, the C Corp stock. Um, sometimes it’s sort of consolidating companies where one company might be sort of generating taxable losses, where another one’s kicking off taxable income with sort of common ownership and just sort of restructuring that to make it more tax efficient and to be able to use the losses against the income. Um, it’s really a wide range of planning opportunities there.

Lee Kantor: So, um, what are some tax credits or deductions that businesses could be overlooking? Um, where they might be leaving some money on the table that you commonly see?

Chris Edwards: Yeah. You know, kind of an interesting one that that didn’t come out with the one big beautiful bill is this, um, which has been in existence. It’s the employer provided childcare credit. So you can think about it. Bennett Thrasher has a program where we subsidize employees childcare. Um, and you essentially the employer gets a credit for, for the payments it makes to the, to the employee or to the childcare provider. Um, that credit used to be the federal credit used to be 25%. And it has jumped up to now 40% with the one big, beautiful bill. Um, so it’s a great way to sort of, you know, take care of your employees while also sort of subsidizing it. But what’s really great about it is Georgia also offers a credit for this. And so when you combine the Georgia credit and the federal credit, um, it really kind of turns into a profit center because that the combined credit percentage is like 115%. And so you can actually, um, companies that are in Georgia and there’s a few other states that offer the same credit can actually profit from having this kind of program with their employees.

Lee Kantor: So that’s a great tip when it comes to, um, the, uh, credits or deductions, is there a tax planning tip that a business owner should be focusing in on this year? Is there something that you see that might be most beneficial right now?

Chris Edwards: Yeah, I think, um, you know, like I said, I think that the bonus depreciation rules, which jumped up to 100% are, um, you know, very popular and on top of everybody’s mind right now, you know, if you’re somebody, if you’re a company that invested heavily in equipment or machinery, then you’re definitely going to benefit from the, the 100% deduction. Um, but also if you’re a company that sort of, let’s say you acquired a warehouse and you built out the warehouse to, um, you know, to fit your needs, you can engage with a cost segregation specialist and do a cost seg study, which effectively kind of looks at your build out and tries to carve out as much cost as you possibly can into what qualifies for bonus depreciation. Um, sort of the default for, you know, for real estate and sort of structural components is, is a really long, uh, class life. But if you do a cost segregation study, you can sort of carve out what, what you can immediately expense for tax purposes. So we’ve seen a lot of that. Um, and yeah, another one for, especially for our technology companies, um, you know, we are now in a place where we can start expensing domestic research and development costs again. Um, and that’s, that’s great for the tech community. And, you know, there’s an election too where you can either expense, you know, if you still have some, some costs in prior years that you haven’t fully expensed, you can elect to like to just go ahead and expense those all in 2025. Um, so yeah, so those are things. So there’s some things that people should be keeping in mind this tax season and beyond.

Lee Kantor: So you mentioned some of the specialties, uh, in the areas you work in. Is there a size company that is an ideal client fit for Bennett Thrasher?

Chris Edwards: Um, it’s, it’s really a kind of a wide range. I mean, we, I think we sort of specialize in that middle market space. Um, but yeah, I mean, we work with companies. I just mentioned technology companies. Um, you know, a lot of times we’ll work with technology companies who are kind of in the early infancy of generating revenue. Um, and so their revenue could be $5 million. And we work with clients all the way up to $1 billion. Um, I would say that maybe our sweet spot is somewhere in that 50 million top line revenue to, you know, on up.

Lee Kantor: Right. So they’re already mature businesses. They might be technology firms, but they’re not startups or even recently funded startups.

Chris Edwards: Yeah. Generally. Yeah. More more mature businesses. That’s a good way to put it.

Lee Kantor: So if somebody wants to learn more about Bennett Thrasher, what is the website? What’s the best way to connect?

Chris Edwards: Uh, yeah, you can, uh, go to our website. You can email me directly. Um, see you on Edwards at btcpay dot net. Um, yeah, you can Google Bennett Thrasher and, and reach out to us there as well.

Lee Kantor: So the website is btcpay dot net.

Chris Edwards: Yeah. That’s correct.

Lee Kantor: Well, Chris, thank you so much for sharing your story today. Doing such important work and we appreciate you.

Chris Edwards: Thanks, Lee.

Lee Kantor: All right. This is Lee Kantor. We’ll see you all next time on Atlanta Business Radio.

Tagged With: Bennett Thrasher, Chris Edwards

Finding Comfort in the Paw Prints: Understanding Pet Loss and Mental Health Support

March 18, 2026 by Jacob Lapera

Atlanta Business Radio
Atlanta Business Radio
Finding Comfort in the Paw Prints: Understanding Pet Loss and Mental Health Support
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In this episode of Atlanta Business Radio, Lee interviews Daniel Popovic, author of “Where the Paw Prints Lead” and leader of PawPads. Dan shares how the loss of his Doberman, Marley, inspired his book and a growing community focused on pet grief support. The conversation explores the deep impact of pet loss on mental health, the importance of recognizing pet grief in workplaces, and the broader benefits of pet ownership. Dan discusses his efforts to raise awareness, build supportive communities, and encourage open conversations about the human-animal bond and healing after loss.

Daniel J. Popovic is a product leader and founder whose work centers on pets as foundational anchors to mental health. His recently released book reflects on the emotional role animals play in our lives and the often‑overlooked impact of pet loss.

What began as a personal exploration has grown into a larger venture focused on redefining how we acknowledge, support, and talk about mental health through the lens of the human–animal bond—particularly in families, workplaces, and communities.

Follow PawPads on Facebook.

What You’ll Learn In This Episode

  • Personal experience with pet loss and its emotional impact.
  • The process of writing a book as a form of healing after losing a pet.
  • The significance of daily routines and companionship provided by pets.
  • The formation of a community focused on pet grief support.
  • The mental health benefits of pet ownership and its impact on well-being.
  • The importance of recognizing pet grief in workplace wellness programs.
  • Efforts to raise awareness about pet loss and grief in various settings.
  • The role of pets in enhancing mental health and reducing stress.
  • Building a movement to support those grieving the loss of pets.
  • The connection between pet ownership and healthcare cost savings.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studio in Atlanta, Georgia. It’s time for Atlanta Business Radio, brought to you by Kennesaw State University’s Executive MBA program. The accelerated degree program for working professionals looking to advance their career and enhance their leadership skills. And now here’s your host.

Lee Kantor: Lee Kantor here, another episode of Atlanta Business Radio. And this is going to be a good one. But before we get started, it’s important to recognize our sponsor KSU Executive MBA Program. Without them, we couldn’t be sharing these important stories today on the show. We have the author of the book Where the Paw Prints lead and the leader of the organization, PawPads, Daniel Popovic. Welcome.

Daniel Popovic: Hey, Lee, thanks. I appreciate thanks for having me.

Lee Kantor: Well, I’m excited to learn what you’re up to. First, tell us about your company, Pop Heads. How are you serving folks?

Daniel Popovic: Oh, gosh, just getting started. And yeah, we’ll jump into maybe all over the place. I mean, it’s all about pets, right? It’s kind of really, uh, embracing that animal human bond that we have with the pets. Talking about, you know, the resiliency more around mental health. The, the inspiration is really around the book that I launched or published, just published the book, uh, right around Christmas time. So the first two months of this year has been super busy with the, the book launch. Um, and then just kind of how the community is forming. So it’s, it’s kind of changing weekly. It’s not something that I thought would kind of evolve in the way that it has. But you know, it has started with kind of healing and pet loss. And, you know, from me writing about it to heal myself to now helping and supporting others to the impact that they have on our mental health and our well-being. So it’s a growing ecosystem and community at the moment that there’s also an element to that, to it that has an interactive journal that people will be able to start to journal with, you know, just obviously the activities that they do with their pets. So probably a lot to take on there and bounced all bounced all over.

Lee Kantor: Yeah. Okay. So, but let’s start at the beginning. So the story begins with you had a pet that passed.

Daniel Popovic: That is correct. Yeah. So where the story begins, Marley was she was a female Doberman, Sherry and I, my wife Sherry, we got her. How long has it been now? It’s probably 11 years ago. She passed when she was nine. So she passed probably about two and a half years ago. And Sherry and I don’t have kids. So she really became our child and took her everywhere. Did everything, you know, with her. Um, Just very much a fur kid. And, you know, as typical with, you know, Dobermans, female Dobermans, you know, they’re protective as well. So just, just an amazing bond and family protector and loved people, you know, loved pets, just a unique personality. And when we lost her, it was kind of a, a soccer punch. One day she’s, she’s with us. She’s okay. The next day we lose her. And the loss wasn’t something that I just thought just how I handled it and how I reacted to it was a significant impact and did not expect the impact, the the way it impacted me, you know, personally, professionally. Uh, and then I just started writing about it. I started doing some research around pet loss and pet grief and just talking to other people, hearing other stories, and just learning about how, how profound of an impact it is. Um, and you know what it kind of means what it does to, to you and how it is different, right? I’ve, I’ve lost a father, I’ve lost jobs, I’ve lost a lot of money to companies. And this impact really, um, took a, it.

Lee Kantor: Hit, it hit differently. Um, and some of it, I would imagine, um, correct me if I’m wrong on this regard, but the way a dog especially is interwoven in your life, it affects the rhythm of your day. Like there are certain rituals that you do that maybe you take for granted when you stop doing them, and all of a sudden they become very visible. Uh, can you talk about how maybe that, um, contributed to some of the grief and it made the grief maybe hit differently.

Daniel Popovic: That yeah, no, that that’s a great point that I mean, and you’re spot on. It’s that void, right? You’ve got, gosh, as you mentioned, it interweaves our daily activities. There’s a handful of things that they really hold us accountable for, right? The, the feeding, the daily activities of walking. But, you know, obviously not every dog might go on a walk. You might have more of a couch potato dog, but there’s an activity, there’s a routine there. Um, you know, the feeding, um, you know, but then you’ve got that companionship, right? So you come home from a rough day of work. Um, you are expecting, you know, what’s about to greet you in that door opens. Um, and it’s the phenomenal relief of, you know what? My day just washed away because of that greeting. And when that greetings gone to your point, the day doesn’t wash away. It still kind of carries itself forward. Those other routines, it, it, it is an emptiness. It’s now, well, how do I, what do I do? How do I fill this emptiness? Because, you know, some of the research I started doing, like these routines, you know, they, they were creatures of habits. They’re creatures of habits. We create this routine where it takes 2 to 5 months and we just do it right.

Daniel Popovic: And then all of a sudden, when it’s gone, it’s gone. It takes time for that to. Settle. It takes time for us to figure out what to do. And that’s where I started talking with a lot of folks that, you know, a lot of people will rush right into another pet because of those those voids. Um, some folks will kind of go into hiding, right? Because they, they, they’re grieving. They don’t know how to talk about it. There’s not really an outlet because, you know, pet grief doesn’t really have a voice. And you might be somebody else might look at you and like, hey, that’s just a dog. It’s like, well, no, it’s not a dog. Um, so it’s those voids that you mentioned that. Yeah. Now that void is gone and I’m trying to figure out how to fill it, you know, not knowing the impact of it. With Sherry and I, it was a little bit different. Um, and this is another thing that’s kind of led me down this path as well. We Marshall, um, was her brother, so we still have him. He actually turns 11 next week. So we’re, you know, we’re in joy. You know, he’s a Doberman as well. And Dobermans don’t typically make it, you know, past ten years. So we’re excited about every extra day that we get with him.

Daniel Popovic: But not only are we grieving, but what we don’t recognize is the pet grief. They grieve as well. And we didn’t notice that with him in the first couple of days. I mean, I was trying the main thing I was trying to do and what I share with other folks is keep with the routine, even when that that pet is no longer around, that routine is no longer around. Keep with it that that’s a way to kind of heal yourself, to slow yourself out of it, because it is an abrupt halt to, you know, to your life, to your, to your well-being. Um, but what we recognized with Marshall, I think it was a couple days later, he started looking for her. So we started noticing, okay, now we got to do something about that. We’ve got to figure out how do we how do we keep him from sliding from a health perspective? Um, so naturally we went out and got another one, which helped and that certainly distracted him. But um, Lee, as you mentioned, it’s those voids, right? It’s that, it’s that unknown or the hidden void of those activities that we do every single day with them. Now it’s gone and it’s extremely disruptive to our lifestyle.

Lee Kantor: So how did the book come about? Was that just part of your healing process? You started writing and journaling and just capturing some of these feelings on paper?

Daniel Popovic: Yeah, yeah, that, that. Yeah. Spot on. That was my healing process. And between you and I, I, I didn’t imagine it going much further than that. But I, you know, the main thing was the healing process. But also, I think the bigger thing for me is it was a way to keep her closer. I, I didn’t want to lose sight of some of the amazing memories and some of the amazing ventures. I mean, obviously, yes, we’ve got all kinds of pictures. Um, you know, that helps. But the writing, the journaling seemed to kind of take it a to the next level. You know, it helped me heal. It helped keep me closer. Um, and from there, I then, and it was, it was funny because I had no structure behind the book. I would sit down one Saturday morning, four hours later, I’ve got 20,000 words. Um, so the writing was easy and all of a sudden within a month, I had, gosh, I had 70,000 words. And I’m like, hang on, there’s a book here. Uh, so I kind of did that. Then I went backwards and I started to structure it and I started talking to folks and I’m like, um, there were two words that people kept talking about when they read what I was putting together. Um, you know, I was trying to capture some beta readers, some feedback because, you know, as I started writing, it was healing me.

Daniel Popovic: But then I started thinking, hey, can my stories help somebody else? And there were two words that people kept saying. One was emotional, which of course it’s going to be right, because I do talk about the loss and the impact in there, but I spend more time talking about the fun stories, the funny routines that we had. And everybody kept coming back saying, this is relatable, this is relatable. And naturally, everybody that has pets, it’s like, you know, you’ve taken them on vacations, you have goofy stories that you’ve had with them. And that’s where it went from. Me just writing a book to heal myself became a little bit more of a movement that, how can I leverage this story to help others that have grieved or that, you know, are might be experiencing loss? Um, there’s, there’s a community around this, but, um, that’s kind of how it’s now evolving. And I launched a podcast as well, where I bring families in basically to talk about their pets. Um, everybody on the episodes that I’ve had so far has lost a pet. So we talk about that and it’s really meant to kind of inspire others to support others, but then help others that maybe that haven’t lost a pet yet. Just kind of prepare them, so to speak, even though you can’t be prepared, but you still want to kind of, you want to have that awareness because when, when that, you know, when that happens, it is a significant impact.

Daniel Popovic: But, um, so it has evolved from, yeah, just me writing bunches of pages to heal myself to now, um, you know, leveraging this, uh, to create a community to support, to help others. And, um, and there’s even bigger impacts like mental health, the, you know, just having pets in your family. This is an astonishing you may or may not know this, I. You know, there’s, uh, a hobby which is a human animal bond research institute. They had a, uh, some research recently where they showed pet ownership saves $22 billion in healthcare costs. And that’s astounding. Now, when I say that and when you when you hear it, or if you would read it, you’re thinking, okay, what do you mean by healthcare costs? Is it is that, you know, healthcare savings on my pet? And I was like, no, that’s healthcare savings on you and I, right? Because, you know, you’ve got things like obesity in there, right? We’re more active with them, but it’s also the mental health association. That’s the significant benefit in how they they support our mental well-being. So I feel like I’m only scratching the surface with how this story has started to unfold.

Lee Kantor: Well, maybe you can give some advice for the listeners out there when it comes to building community. So how did that come about? Where? Okay, I’m publishing a book. Obviously, this is an issue that a lot of people can relate to. How do you take that next step to kind of organizing, serving, and kind of curating a community of like minded people, you know, for a common cause?

Daniel Popovic: Yeah, no, no. Great, great question. So this may, this may answer it. It may not. But what you made me think of when you asked that and mentioned businesses, obviously with businesses listening in on this is you’ve got workplace wellness programs, right? Um, and kind of giving what I say pet grief, pet support, pet loss of voice. And, you know, there’s a lot of great workplace wellness programs out there, but they’re really geared towards you and I towards our health, but it doesn’t recognize or support when somebody loses a pet, you know what happens? How can I support that individual? Because they may need to take time off, right? They’re going to if they’re not taking time off and they’re coming in. Their productivity levels may, may, may be impacted. Um, you know, I had a similar thing happen with me when I lost Marly and this was kind of another part of my inspiration is my leadership at the time was, hey, Dan, we noticed you’re kind of off. You don’t seem the same. What’s going on? And I’m like, are you kidding me? I just kind of told I told you the other day what happened. Uh, do you not understand the impact of on me? Um, so creating more awareness around that. I had a, I had somebody on my podcast, actually, she was one of my very first interviews, the place that she worked at.

Daniel Popovic: She had mentioned her leadership came to her and said, hey, look, if you need time off to grieve, take it. We’re here. What can we do to support you? We understand what that loss means to you, you know, so creating more, you know, workplace wellness programs to kind of support, you know, the families and kind of put a spotlight on this and what it means. And, you know, to have them in our lives, not only to have them in our lives, but the potential impact. Um, when they’re gone. The other thing that I saw some companies do, but their paws at work, there’s this company in the UK, they actually come out to all of the companies, all of the companies. I shouldn’t say it like that. They come out to companies and they bring out for kids. They bring out puppies for a half a day, a few hours, and it’s, it’s for workplace stress relief, so to speak. So just imagine, you know, working in the office, busy as heck. But then all of a sudden, hey, at lunchtime, let’s go hang out and play with the fur kids. And that, that feeling and what that does to kind of wash over relief, um, wash, wash away some of the stress.

Daniel Popovic: Um, it’s things like that that I’m starting to see happen a little bit more in, in various pockets in various areas. So to me, that’s part of, you know, creating that community for kids is a great example. They’re a phenomenal organization here in Atlanta, and I do believe they do events like that. They’ve just started doing that where they will come out to corporations with pets and provide that kind of companionship. Um, but naturally, obviously, you know, they want you to, you know, some way foster rescue and all that stuff. And, and I think it starts to, I think there’s more education around just really, truly what it means having them as a part of our family, what, you know, we know again, about the physical benefits, but it’s really the mental benefits that we get from them that, um, you know, really kind of strengthen us and carry us forward, even with children, right? If you think about younger people or children that may have anxiety or social isolation, pets tend to kind of bring them out of it. Um, so that’s kind of how the community starts to form is around, you know, activities like that. You know, education, you know, kind of like what you and I are talking about.

Lee Kantor: So what do you need more of? How can we help you?

Daniel Popovic: Oh, gosh, just more and more of stuff like this, more of, of creating the awareness. And that’s a great question because what’s, what’s interesting is I reached out to a few rotary clubs today to kind of get out and engage, do some speaking engagements around this. Um, I did a book signing event with fur kids a couple weeks ago. They leveraged it as a fundraiser, which is phenomenal. That’s spot on, how it should be done. We had, um, a pretty sizable crowd come out, very interactive. And it was just a day of recognizing the bond and what it means and obviously talking about loss. Um, so I think it’s just that’s kind of the things that I need is, you know, uh, more opportunities to get, Get this in front of of leaders. Start talking about it. Um. How we can kind of start to put some of these programs together to. You know, just embrace what it means to have pets, um, as a part of. You know, our families, um, everybody should have a pet, you know? Not to sound corny or anything, but, um, you know, but I’m also not going to sit here and say you’re not going to have challenging days.

Daniel Popovic: Um, but you know, those challenging days, you take them in stride and it’s more they make you a better person. Um, I can tell you Marley has inspired me to do a lot. I’ve done some interesting business, entrepreneurial things, um, from a technology perspective with pet care and rewarding people. So they’re, they’re inspirational, they’re supportive. Um, I’ve had people talk about how they’ve healed them through breakups, um, but then reunited with, you know, their wife after they previously broke up. So, um, I think to, you know, again, going back to answer your question is, is there any opportunity to get out in front of some of these, you know, civic organizations and some of these wellness programs to come out and talk about this and, um, how to create more synergies between the, for kids of the world’s, you know, the Atlanta Humane Society’s of the world and these organizations to, um, to do some of these events and just kind of the education around the mental health benefits that, um, come from pet ownership.

Lee Kantor: So if somebody wants to get Ahold of the book or join your community, is there a website? Is there kind of a central location that can answer some questions for folks?

Daniel Popovic: Yeah. So it’s pop dot pet just pop up. Every pet has a pop ad, right? So pop dot pet, um, that will then take them to the website. They’ll see a link to the podcast where they can hear about some of these amazing stories. Um, and I’ve got one tomorrow that I’m doing with somebody that wrote this book called A Field Guide for Pet Care Givers. Um, there is a whole new there’s a whole movement around end of life care for pets. Um, which, um, is really interesting looking at that. You know, you see a lot of innovation around the end of life care for like you and I in aging adults, but you don’t think about that with pets. Um, but sorry, going back to your questions, pop, pop dot pet, you’ll see a link to the podcast and you’ll also see a link to the book, uh, and it’s on Amazon so you can search by my name, Daniel Popovic, um, and find a link to that book. And I’ve just started writing book number two. Um, so I’m kind of excited to get that out. And it’s just the feedback that I’ve been getting from everybody that’s inspiring me to, to write these books. And like I said, it’s different. It’s just more Storytelling. It’s it’s bringing people in. I mean, it’s, it’s nervous at the same time because you’re getting a really sneak peek into into my heart and how I operate because I kind of spill it out in the books.

Daniel Popovic: Um, you know, and then I have, but I have reflective questions in there as well to kind of draw people in that, um, you know, for example, um, if we’ve got time to share what might the, this first book where the paw prints lead, I lead with an episode with Marshall where he flipped his stomach. I was on an office call, right? Shari comes running up and she’s like, something’s wrong with Marshall. Something’s wrong with Marshall. And I’m like, you know, I, I kind of, you know, Pooh poohed it off, right? Because I was on a call. But luckily the call ended. And then I walked down and I’m like, okay, something’s visibly visibly wrong with him. So we’re calling around and they’re like, you need to get him to the E.R. right away. And you know, we’re in North Georgia. We’re way up here, you know, by, uh, the Dawsonville Outlets up 400 and closest air was 30 minutes away. And this was a Friday. You know, end of day. So you’ve got rush hour. Now, granted, I’m heading south. So you’re thinking that there’s not going to be rush hour way up here.

Daniel Popovic: Well what happens? There’s an accident of all things that I’m right behind. And, um, luckily it’s moving, but on both sides of the street, there’s a police officer and a tow truck attendant. They’re converging into the intersection to block it off. And Li, I was like, heck no, I’m not stopping. You’re gonna have to do something to make me stop. I kind of broke through it, and I just flew down to exit ten to get him to the E.R. and, you know, she saved his life. I mean, that’s one of those life saving things. But that’s that’s one of, you know, obviously there’s other stories, you know, stories in there just talking about fun stuff, but there’s reflective questions in there that as you read the story, it then makes you think about, hey, how did you handle a stressful situation? What was the outcome? Um. I mean, you know, I was panicking because I knew that was a thing of life or death, uh, with a flip stomach. And, um, but that’s kind of how the book is strung out that just, you know, putting the heart out there and the things that we experience, the, the good things, the, you know, the challenging things, but then the reflective questions to draw the audience in.

Lee Kantor: Well, congratulations on all the momentum. I’m sorry that this tragedy is what spurred this, but it’s important work that you’re doing and we appreciate you for doing it. And the website one more time is papads dot p a w p a d s dot p e t. Dan Popovic, thank you so much for sharing your story today.

Daniel Popovic: Thank you Lee, I appreciate it. I appreciate the opportunity.

Lee Kantor: All right. This is Lee Kantor. We’ll see you all next time on Atlanta Business Radio.

Tagged With: Daniel Popovic, PawPads

Marketing Magic: How Infinite Marketing is Changing the Game

March 15, 2026 by Jacob Lapera

High Velocity Radio
High Velocity Radio
Marketing Magic: How Infinite Marketing is Changing the Game
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In this episode of High Velocity Radio, Lee interviews Cara Bedford, CEO of Infinite Marketing. Cara discusses how Infinite Marketing offers a flexible, scalable marketing ecosystem with over 600 specialists, providing tailored solutions for businesses and nonprofits. She explains their unique approach to matching talent with client needs, driving measurable ROI, and supporting organizations with limited resources. Cara shares success stories, emphasizes accountability in marketing spend, and invites both clients and marketing professionals to connect with Infinite Marketing for growth opportunities. The episode highlights innovative strategies for aligning marketing with business goals.

Cara Bedford is an innovator and high-impact leader reshaping how companies scale their marketing. As CEO and Founder of Infinite Marketing, she’s pioneered a next-gen, disruptive model that uses top global talent to build flexible, on-demand teams of fractional CMOs, strategists, and execution experts.

With 20+ years in tech-sector executive roles, she blends deep operational and strategic marketing expertise to help organizations implement high-performing, efficient, and impact-driven growth strategies—without the complexity of traditional hiring. Her framework accelerates growth, fuels organizational transformation, and delivers breakthrough results.

Before launching Infinite Marketing, she led teams of 300+, founded Disruption Magazine Canada, and tripled marketing outputs while cutting costs by 50%, demonstrating her ability to optimize, streamline, and elevate performance. A committed advocate for the future of work, she contributes to leading programs including the Women Entrepreneurial Program, CAS NASA Speakers Series, NorQuest Workforce Advisory Committee, Forward/Slash, and Upwork’s Customer Advisory Board.

Cara champions purpose-led, joy-driven work, empowering teams and clients to unlock their potential, inspire innovation, and turn bold possibilities into tangible success.

Connect with Cara on LinkedIn.

What You’ll Learn In This Episode

  • Overview of Infinite Marketing as an innovative marketing ecosystem.
  • Comparison of Infinite Marketing’s model to traditional marketing agencies.
  • Description of the “talent bench” concept and its benefits for clients.
  • Discussion of Infinite Marketing’s success in various industries, including construction, technology, and nonprofits.
  • Explanation of how Infinite Marketing supports nonprofits with tailored marketing solutions.
  • Insights into the process of working with clients, including the role of fractional CMOs.
  • Strategies for attracting and retaining top marketing talent within Infinite Marketing.
  • Case study illustrating the impact of Infinite Marketing on a construction client.
  • Importance of aligning marketing with fundraising and donor engagement for nonprofits.
  • Emphasis on accountability in marketing spend and the value of strategic marketing approaches.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

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

Lee Kantor: Lee Kantor here. Another episode of High Velocity Radio and this is going to be a good one. Today on the show we have Cara Bedford, CEO with Infinite Marketing. Welcome.

Cara Bedford: Yeah, thanks for having me.

Lee Kantor: Well, I’m excited to learn what you’re up to. Tell us about infinite marketing, how you serving folks?

Cara Bedford: Yeah. So infinite marketing is a ecosystem of bright, talented marketing minds that come together where we do everything from high level strategy and branding down to, you know, putting your posts up on LinkedIn. So we really are that in why it’s called infinite is that one stop shop for marketing needs that really bridges the gap that we see in agencies or with fractional models that you kind of only get one or the other. And so we looked at it as building out this engine, this demand marketing engine that also looks at how we not only execute marketing, but build revenue growth in your business.

Lee Kantor: So is this kind of a two sided marketplace like a Fiverr, or is it a are you an agency that deploys talent?

Cara Bedford: So again, agency is a bad word in our book because the agency model is, in our opinion, antiquated. I mean, you you build the talent, you buy it and there’s this huge markup and it usually takes a lot of time. And so as I was a CMO of a company and a VP and a director, having to work with agencies as an internal resource, I found it really hard. And I found that a lot of the time, a lot of my time was educating them to do the work versus working with them effectively. And while I appreciate that there’s some really good agencies out there. You know, you kind of have to kiss a lot of frogs before you find your Prince Charming. So. So for me, that’s why I built infinite is I built it because I saw this whole UN gap in the market of. I didn’t want to be in my role, this vendor manager. You know, I didn’t want to have the digital agency and the content agency and the design agency and the. And they were all these separate things. I wanted to have one place where I had one account person that I built a relationship with and really owned the outcomes with me and that we were able to, you know, think further ahead and work further ahead than just vendor relationship.

Lee Kantor: So who is the ideal client for you? Is it a brand or is it like who hires you?

Cara Bedford: Yeah. No problem. So we have clients all across North America. We service clients in many different industries. But I’d say our top three is in kind of scalable businesses. So we do a lot with like construction or construction adjacent because we are scalable marketing. So you can kind of, you know, work with the cycles. I think that’s been a really big opportunity and benefit again, against the agency model because you pay one retainer and that’s it for the month. But we scale up and down based on the amount of work that there is. Um, and then the other is tech. We have a lot of tech clients. This can be anywhere from like healthcare tech or, um, valley tech or tech startup. We do a lot there. Uh, and then our third is we work with a lot of nonprofits. We are a 90% female driven and female owned agency. Um, uh, sorry, ecosystem. I just said agency because you said it ecosystem. And so for us, our, our, uh, you know, our big drive is we want to make impacts in the world. And so, uh, a lot of our fractional CMOs, um, we do have like different preferred rates and partners and programs for our nonprofit clients.

Lee Kantor: So let’s walk through how you work with the nonprofit. So a nonprofit is coming to you because they have what kind of challenge, what’s the pain they’re having, where they got to get in touch with Cara and her team?

Cara Bedford: Yeah. No problem. So the nonprofits are usually coming to us because of either resource constraint or budget constraint, uh, hoping that we can look at those and solve, uh, both of those constraints for them, which we do, um, because we again, have that scalable model, we can work within their budget cycles and donor cycles. Uh, the non-profits also really love us because we build ROI in. So we build ROI in into our marketing plans. We believe that marketing and sales should work very closely and work hand in hand. And so for them, their donors and their fundraising teams, um, love working with us. And so we really create these, uh, developmental processes that marketing can drive, but also in support of, at the end of the day, you know, the dollars that are coming through the door to help them do the good in the world and make positive change.

Lee Kantor: So if this nonprofit out there is the marketing person on that team, your main contact, or are you working with kind of the senior leadership team or the president or the executive director?

Cara Bedford: Yeah, both. So a lot of the times we get hired by the CEO or CFO for fractional services. Um, nonprofits usually can’t pay a very large, you know, salary amount and they don’t want to take on the human capital risk. And so we’ll bring in a fractional CMO that’s working kind of more at the higher seeded level area, folding in their team with us. Uh, and building out, you know, that really solid, uh, team. Uh, a lot of the times the nonprofits, uh, depending on their size, they might not need full time strategy, right? They need a lot of that in the, in the, um, uh, you know, in the day to day execution. And then second, we will work with the directors. If they kind of have a team that they’re working with, um, internally, a CMO, they already have that strategy and they just need the execution. Then we’ll take that plan and we’ll price on it. So the really big difference is, is like, do you have a plan? Because we don’t do random acts of marketing here. So if you have a plan, then that’s great. If you don’t need a plan, then let’s get a plan in place and then we can figure out kind of the best way to, to serve our clients moving forward.

Lee Kantor: So now, is there an infinite marketing kind of philosophy or, um, kind of, uh, way of doing business and then your fractional people are deploying that or your fractional people kind of the thought leaders that go into any unique in your situation and you’re matching up the right person with the right opportunity.

Cara Bedford: Yeah. So we have over 600, um, people on our talent bench. Uh, we call it the talent bench because I live in Canada and it’s hockey. So my, my brain, it’s like you’re subbing in the defensive line or the offensive line. Um, and so our talent is fully mapped out to be matched based on industry expertise and budget expertise. And so we’re working and matching based on what that would look like. Um, whereas in a typical agency is like, who’s available, we’re not doing it that way because we’re infinite. Everybody is always available. So we’re really about building out the best matches for that team. Um, and what that team is going to need. So if it is fractional where they need that like high strategy person, then it’s going to execute with a team, either our team where we come in and we’re the full marketing department from top to bottom because, you know, you might not want that human capital risk or you might not want to have those, uh, additional, um, seats. We’re kind of like a 4 to 1 ratio. When you kind of think of it, you’re getting four people in this model for the price of one person’s salary. If you think traditional marketing. And so this way, there’s just a lot more flex for for the business. There’s a lot more flex for building the team. You’re not getting a lot of generalists. You’re getting deep seated specialists that really come in and work extremely efficiently because they are they’ve done it before. They’re not learning as they go. They’ve, um, the average tenure here is 15 years. So they, they’ve seen it all at this point.

Lee Kantor: So now when I’m working with infinite, am I, do I have that one point person? Like if I contract with a fractional I that fractional is now the quarterback and they’re deploying, oh, I need a, a content writer or I need a videographer, I need whatever I need. And then that’s all just kind of part of the, what you get when you work with infinite, you get access to all the talent.

Cara Bedford: Well, we’ve already we have already built the bench. So you’re not having the fractional saying, oh, let me go and find you all these vendors. Um, or hey, I’ve got, you know, I maybe have some great relationships with digital people, but here’s the plan. Now you go execute it. We’re really hand-holding from start to finish. And, um, you know, a lot of our clients have been with us since day one and has just continuously growing because we really take that approach, um, around making sure that our clients know that we are fully in with them. We’re in the trenches with them. We own the outcomes, we own the budgets, we own the ROI, we own the outcomes we own. You know, if you’re an iOS company, which we are as well, like if you have a vto and on that vto, you’ve got, you know, that really big market positioning and what that’s going to look like for you. And maybe it’s geographical expansion, like we’re, we are owning that, um, if you want us to. And so that’s, that’s the, I think a really big piece is a lot of our clients truly feel like our our team members are are their own.

Lee Kantor: So how do you attract and keep the team members? Like, what are you doing as an organization to, you know, keep that bench full and ready?

Cara Bedford: Uh, we work with really amazing clients. I think that’s a really big piece is, um, there’s other, uh, companies that kind of do a kind of a recruitment almost style like this and that isn’t us. Um, I spend a lot of time as the CEO of this company building very deep seated relationships with, uh, our potential clients. Uh, we say no to a lot of work. Um, so there’s work that will come through and it’s just not a fit. And, um, I’m 100% okay to say no to protect the talent bench and the effectiveness of the talent bench. Um, and so for us, it’s really about that match and, and creating that magic match and we protect our talent. I mean, one of the things I worked in agency before is you became a how many hours does it take? Like it just it’s everything is about how many hours and getting it at the lowest cost. And you just kind of start to feel very burnt out. Like the agency burnout is very real. And when you think about it, a lot of that burnout is women. And so for me, it was creating a safe space for these very highly talented people to land, um, and create what they create. And I’m so proud of my team. Like I watch what gets pushed out the door and, you know, our QA processes. I just, it’s, it’s amazing. It’s amazing what’s going out the door to these clients. Um, and what’s going into market for these clients, whether they’re an enterprise client or a startup, like the team really cares and truly cares about every little thing they touch. And I think that’s really important is there’s that aspect of empowerment. So you don’t get.

Lee Kantor: So how does talent that’s available right now get on your radar? What what are some things that talent could be doing to be, uh, kind of found by the infinite marketing folks?

Cara Bedford: Yeah. So we shop talent twice a year. You would, uh, put your resume in talent at infinite marketing.ca. Um, the, uh, kind of structure for that is, you know, we ask for either a portfolio or kind of what you’re working on, uh, some sort of cover letter about you is really great. Um, and so we kind of build it through there. We also shop on platform. Like we’re really good at indicating different platform people that as well. Um, work with us. We’ve got very high, um, relationships with different platforms where I either sit on boards for those platforms or I’m, uh, you know, part of an advocacy or customer advocacy committee. Um, and so for me, again, it’s really around the world has infinite talent and genius. You just kind of go find it. And so we’ve, uh, you know, infinite hasn’t been around forever, but I’ve been working in this style of model for over a decade now. And so with over a decade, you start to figure out some really great talent that you can build these teams with and make them feel empowered. And they truly are. They come in and, uh, you really have to have that entrepreneurial mindset to work here because you’re in charge, you’re in charge of the clients that you get to work on, the team you want to build. And without that, uh, you know, it just doesn’t work. And so we love people that have that, you know, abundance, you know, high strategy, um, high emotional intelligence, uh, build. And I think that’s, again, what sets us apart is we’re looking for tenure and we’re looking for people that really know their stuff. So.

Lee Kantor: So is there a story you can share that maybe illustrates how you work with someone, maybe share the challenge they came to you with and how you were able to help them get to a new level.

Cara Bedford: Sure. So, um, I’ll chat construction. Uh, so we work with the construction company. Um, we work with a bunch of construction companies, but the one I’m thinking of is a more, um, uh, design kind of build construction company. Uh, and they build, um, different buildings, whether it’s retrofits or, or brand new builds. Um, and they’re looking. They came to us saying, you know, we have this gap, we have marketing people that do the marketing, but it, it doesn’t feel together, like it’s not all driving in the same direction. We don’t know how to attribute it to revenue. We don’t know how to, um, you know, work with it to make it better. Um, everything is kind of, we’ve got these other vendors and these other vendors are also working and it’s just not streamlined and it’s not efficient and it’s not productive. And we spend all this money every year, but we don’t really know what we get for it. And so we took them through a session and our sessions are very affordable. So we’ll audit and session out depending on how large your business is, um, and what the needs are. If you’re looking for kind of that like 12 month overview or that six month overview, uh, we’ll do, uh, sessions from anywhere between 3 to 5000 or 7 to 10,000. If you’re looking for more, um, depending on the size and we’ll go in and we’ll audit everything and we audit for revenue, ROI efficiency.

Cara Bedford: Um, and, and really bring that out. So we did that, we did that, uh, audit for them in that plan. And uh, within three months, we were already seeing attributed marketing results. We were seeing the sales team being able to find collateral and get proposals faster out the door. Um, and we actually were able to calculate that through their new CRM because we were tracking activities that we helped them build. So we also built them a revops system and we were able to, to look at it and say that we were able to contribute to a 70% efficiency rating that they definitely did not have before. And so, um, that is a huge, a huge piece. And then at the end of the year, we also added in, uh, revenue. So, uh, we added in an additional while we were building foundation 18% revenue and looking to do a lot more, uh, as our, our continued relationship has grown. And so, uh, those are the types of pieces we’re, we’re talking about and looking at, if we’re talking kind of that, again, strategy level downward and they saved on, on human costs, right? Like they saved on salaries and different costs in that regard too. And so more efficient, less risk. Usually it’s a no brainer for a lot of companies to, to at least try the model now.

Lee Kantor: Is there any advice you can share for non-profits when it comes to marketing? Is there some low hanging fruit for non-profits that you see them, uh, not tapping into?

Cara Bedford: Oh yes. Please sync up your, um, I call it sales because my brain is very B2B, but your funding and your donor and your, your, your revenue engines sync that up with your marketing. And don’t just think of it in events and pretty postcards and, um, you know, really dig deep around the dollars that are being spent on, on those things and, and where in this day and age, you might be able to cut back, like you maybe don’t need to print a program for the event. Maybe it’s digital or maybe there’s an app for it. And I think what’s really neat is because I come from the tech world and did marketing for tech, we’re able to innovate a lot, um, in our processes for nonprofits as low hanging fruit and save the money, save the money so that they can take that money and, and use it for the cause that they’re doing, you know, whether that’s whatever it is for the impact they want to make in the world. And I think that is a really, they’re scared to go in and look under the hood. But then once they do, it’s actually usually really easy to, um, make all the ducks fly in the same direction. And right now, if you kind of don’t know, then you’re guessing and you’re doing random and random doesn’t help anybody in market or for your client base.

Lee Kantor: So what do you need more of? How can we help you?

Cara Bedford: Um, so we are looking for amazing talent. We are looking for amazing clients. Um, we really from our, you know, our filter of the people we want to work with, we want to work with people who want to grow, grow their businesses or grow themselves. Uh, we want to work, um, you know, with companies across North America. So really good. If you’re looking to come into Canadian market or to branch out into American market because we have that expertise seated in both. So if you really are looking at that higher North American presence, um, and if you’re just tired of not knowing, you know, like if you’re tired of just not knowing what you’re getting for that spend as a CEO. I mean, I sit here and we do our own marketing and I hold my team accountable for every dollar spent for myself as well. Right? As, as the owner and CEO of the company. And so we’re taking the same care and same approach with your company. And so if that’s something that that interests you and you want to think about it in a different way than you’ve probably ever thought about marketing before, reach out.

Lee Kantor: So if somebody wants to learn more, have a more substantive conversation, what’s the website? What’s the best way to connect?

Cara Bedford: Yeah, so you can find me on LinkedIn. So Cara Bedford, I’m very active on LinkedIn and love networking there. Or you can go to our website, infinite marketing and, and, uh, fill out a form.

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

Cara Bedford: Yeah. No problem. Thanks, Lee, for your time.

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

Tagged With: Cara Bedford, Infinite Marketing

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