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Unlocking Innovation: Transform Your Team into Proactive Problem Solvers

August 11, 2025 by Jacob Lapera

High Velocity Radio
High Velocity Radio
Unlocking Innovation: Transform Your Team into Proactive Problem Solvers
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In this episode of High Velocity Radio, inventor and author Doug Hall discusses his new book, Proactive Problem Solving. Drawing on decades of experience, Doug shares how organizations can foster innovation by creating meaningfully unique products and embracing a culture that learns from failure. He emphasizes the importance of engaging entire teams, using systematic approaches, and overcoming resistance to change. Doug offers practical advice for leaders seeking to boost creativity, collaboration, and business success.

Doug Hall, author of PROACTIVE Problem Solving, is the founder of Eureka!Ranch and Brain Brew Distillery. He has been named one of America’s top innovation experts by Inc. magazine, The Wall Street Journal, Dateline NBC, CNBC, and CIO magazine. A hands-on inventor, he helps businesses, governments, and nonprofits find, filter, and fast-track big ideas.

His earlier books include the bestselling Jump Start Your Brain, Driving Eureka!, andJump Start Your Business Brain. A chemical engineer by education, her was Master Marketing Inventor at Procter & Gamble – shipping a record nine products in twelve months.

For his pioneering work in innovation, Hall was awarded a Doctor of Laws from the University of Prince Edward Island and a Doctor of Engineering from the University of Maine.

Connect with Doug on LinkedIn.

What You’ll Learn in This Episode

  • How using the process of Proactive Problem Solving leads to higher engagement and job satisfaction
  • How Doug used Proactive Problem Solving at Brain Brew Distillery
  • What role fear plays in preventing effective problem-solving, and how leaders can create an environment that encourages innovative thinking
  • How organizations can balance the need for systematic problem-solving with the pressure for quick fixes

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 Doug Hall, inventor, speaker, entrepreneur, innovation catalyst, and author of the new book PROACTIVE Problem Solving. Welcome, Doug.

Doug Hall: Hi. It’s great to be with you.

Lee Kantor: Well, I’m excited to learn what you’re up to. Uh, why don’t we get started with a little bit of your backstory? Can you tell us a little bit about how you got to where you are?

Doug Hall: Well, it’s been a long journey. 52 years I’ve been inventing at age, uh, 13, I invented it. Merlin’s learn to juggle kit and booboo balloon animal kits. And and I haven’t stopped creating new products, new ideas and new work systems. Uh, since then, I got a degree in chemical engineering, went into marketing at Procter and Gamble, where I led the Procter and Gamble Invention team, where I pioneered the use of systems, applying the work of doctor W Edwards Deming, famous for Lean and Six Sigma. Such things to the world of innovation and how we work together. And then I created the Eureka Ranch, wherein we work with companies Nike, Disney, American Express, and thousands of small and mid-sized companies as well, because they’re just as important and actually oftentimes more fun to work with. And, uh, and, uh, so this is my eighth book, actually. And it came about because in the inventing of ideas, which I love, I just love the creation of something that’s new, something that helps companies make more money, something that turns it from sales being a slog to customers pulling it from you when you have something that’s truly, meaningfully unique. And what I found as I did it, because I’ve done a lot of research work with academics, of publishing academic journals, etc.. Was that one of the problems with new ideas that are really different? The kind of ideas that will make a difference is that as you’re trying to put them together and implement them. You got to have the team helping you. If the team is resistant to change, the idea tends to get compromised. And but if they become proactive problem solvers, it makes a difference. And that’s why I wrote the book. And that’s why we’ve developed a new training course and a system to help companies create proactive problem solving.

Lee Kantor: So when you’re saying the team who are the the members of the team.

Doug Hall: Pretty much the whole organization, because they all will touch it when you’re doing something that is a meaningful difference, whether it’s an internal work system, you’re going to transform your sales system. A common thing in these days. People have not made the transition to digital. They’ve not made the connection to this new digital world. They think it’s the old world where you go out and play golf with people to sell them stuff, and it’s not the way it works anymore. I mean, it’s still a little, but they have not made the change. All the people that are going to be touched. And yes, it might be if you’re a product company, the engineers and the technology people in the manufacturing, but it’s also going to be finance. It’s going to be it. It’s going to be human. You’ve got to work together as a team if you’re going to make it. And so you need a system. As Deming famously said, 94% of problems are because of the system. 6% are because of the worker. It’s the system, stupid. And so you need a system, a new system for sales, a new system for making people proactive, a new system for creating meaningfully unique ideas that turn your customers into raving fans.

Lee Kantor: So. So how does a company or an individual begin creating that system that makes their product or service, uh, you know, more desirable rather than pulling teeth. Getting people to know that it exists.

Doug Hall: Um. The beginning. You have to have something that is a difference. That means something to people. Or, as I say, meaningfully unique. It has to be kind of what we’ve learned when we do the research is that most offerings of companies are pretty much the same old stuff as everybody else. And that would also be called a commodity. I mean, in the, you know, in the meat business, it’s like selling pork bellies. They’re all about the same. When you are meaningfully unique, when you offer something that makes a difference to the customer, that truly makes a difference to the customer, that excites the customers. Then you set off a chain reaction. People tell other people about it. Word of mouth. I mean, the data is clear. The word of mouth goes up by a factor of five. That’s not 5%. That’s 500%. Um, if it’s a retail product, retailers are more willing to take it because they want to have this because there’s nothing else like it on the shelf. Um, the media talks about it because it’s news. It’s newsworthy. And so you have to take your idea and your offering, whether it’s a service or product, and you have to make it that next level, that thing that people go, oh my God, I wish I’d thought of it. Or the way I think of it is think of it as an idea that your competition says, damn, I wish we had that.

Lee Kantor: But how does, like, say, a person in professional service say they’re a business coach and you know, they somebody like you, that you came from business, you had your you started your own thing. How do you kind of create, um, something that is that, um, worthy of that much attention?

Doug Hall: So when you’re in a service like that, which many people are, Um, a way to think about it is the claims that you make. We’re going to help you make more money. Or how many more hundreds of people are going to tell me they’ll get me sales leads? You know, it’s mind numbing when you’re making claims. Your benefit you’re offering, it’s. And it’s an exciting benefit. But people don’t believe you. So oftentimes in services, it’s not so much the benefit that you’re offering, but it’s the proof of by what method will you accomplish that. That it is something different than what people have tried before, seen before, heard before. And and also you’ve got. Factual data that shows it makes a difference. Let me give you an example. Um, you know, we we sell a technology, um, in the proactive problem solving book, I tell a lot of stories about our brain brew distillery. I created a bourbon distillery and it’s gotten out of control. And it has a technology called Woodcraft Finishing that we invented. And this technology allows you to take, um, 1 or 2 year bourbon and turn it into a 95, 97, 98 point world class as good as anything else in the world. And you can do it. Your cost for the whiskey is half what it would be versus a six year whiskey, because of the difference in interest and angel share and, um, insurance and storage, etc. but even more importantly, it reduces your capital, the working capital you need by 90%, 90%. Well, that is meaningful, unique. That is something that is transformative. Cutting your capital by 90% and cutting your cost by 50%. When I say I’ve got a system and it’s delivered these kind of benefits. Now I’ve got your attention.

Lee Kantor: So at the beginning of that, like, okay, so you come up with this amazing new, uh, innovation. So what’s the. So now you you have that, and now you want the world to know about it because you want to sell more cases of bourbon. So what do you do next to kind of evangelize this new discovery? To start at the beginning, where there is no trust, they don’t know who you are from a hole in the wall. How do you kind of begin the process and get that escape velocity that gets you up to the 100,000 cases you’re selling now from a few when you started?

Doug Hall: The good news is, is that all of the various marketing methods we have, the method of reaching people, be it email, be it advertising, be it LinkedIn, be it what? Social media? Whatever it is, all of the marketing methods become more effective when you have a meaningfully unique message. So think of it as the mediums that you. The medium is fine. They’re all fine. The problem isn’t the medium. It’s what we’re putting into it. If you put nothing in and you get a million people to see nothing, you still have nothing. You’ve got to focus on the fundamentals. What is something that’s such a while? Your customers would be willing to pay more money for? I’m not saying they have to pay more, but if you’ve got an offer, a service that is such a blow. So, for example, with our Eureka Ranch, we do a lot of work right now. One of the big problems that companies have is they get a lot of ideas, but they don’t know which ones to do. And so there is a thing that I describe in the practical problem solving book called A Business Opportunity Recommendation, which is a thing at the front where you focus and literally in a week you go from I need something, I get an idea, and I have a business opportunity recommendation that deals with all of the fundamental risks so I can make a decision. Well, that’s transformative for a company to be able to do it. Now, I can execute depending upon who my customer is. I look to see who what are the mediums that are more powerful to get to that type of customer? I’m sorry. This is so basic. It’s so fundamental. But I’m an old Procter and Gamble guy. Procter gamble became it. Was this because it did the fundamentals better. Now we’re looking for tricks and gimmicks and we’ve forgotten the fundamentals of what we need to do.

Lee Kantor: And then the the fundamental that linchpin a place to start is having a solution that is unique and memorable.

Doug Hall: Meaningfully unique. It has meaning to the customer and they can’t get it anywhere else. It’s that simple. I mean, think of yourself when you go to the store. Do you spend money on the same old thing and pay extra for it? No. So because I say if you’re not meaningfully unique yet, damn well better be cheaper. And of the two meaningful, unique offerings are, the research shows 500% more profitable than low price offerings.

Lee Kantor: So but in most companies kind of portfolio of services or products they sell, should every product be meaningfully unique or just a couple? Like, like, how is this all you should be thinking about 24 over seven is to just create that meaningfully unique product. And that’s it.

Doug Hall: Well, I will say that you should be working on meaningful uniqueness never ending because because competition is always going to keep moving. So this is something one has to do on a continuous basis. However, you don’t need every offering, and the best example I’ve got is I was, uh, fortunate to work with the Andrew Jergens Company on a product called Biore. You may have remembered it from years ago, when you put on your nose and you could take it off and clean the little nose strips that’s cleaned off and the Biore Strip. They had a lot of troubles. They’d failed on it 3 or 4 times, and we happened to come up with some ideas which are beyond the scope of this, but some ideas that fixed it became the number one selling health and beauty aid at Walmart. But what happened was that product actually didn’t make a lot of money because it was very expensive to make. But the cleaner and the toner, the liquid that they sold right beside it on the shelf was extraordinarily profitable. It’s always profitable to sell something that’s mostly water. And so, as it turned out, the meaningful, unique beauty strip got their attention, got the customer. And what the customer did is when they’re buying that, they also added a cleaner, a cleanser, you know, that they wanted to have with it. And that was massively. And it made the whole product a thing. But you had to think differently about it. So you can have in some of the accessories and elements, things that are very profitable. But the flagship is not as much, especially if you have to spend more, especially in the beginning as you’re starting production and that kind of stuff. Um, so there is a balance, but you’ve got to have some leads. You got to have some lead things.

Lee Kantor: So is there a system that you would recommend in developing this meaningfully unique service or product? Is there steps you take to identify where I should be focusing my time and energy to build out this meaningfully unique offering?

Doug Hall: Okay, first, I’ll give you the flippant answer. That’s the book before this one called Driving Eureka. The details it. So that’s the cheapest way to do it. Just read the book. Um, the driving Eureka book. But, um, seriously, the way you do this is, um, it starts out with what we call stimulus mining, because to create these kind of ideas, there are three elements. And this is described in Practical Problem solving. Two because it’s the same. How to create the way you create the big ideas is the same way you get employees engaged and being proactive problem solvers. And it’s three things to get to that solution or that meaningful, unique idea. You need stimulus. Most ideas are feats of association. And this includes patent mining because, you know, 95, 98% of the patents are free. And they’re basically blueprints on how to solve problems. And you can just take them and use them at no cost. It’s amazing. Um, wisdom mining with experts looking at them. Where are things going? What are the trends? Um, insight mining on the customers. What are their problems? What kind of problems? What are big problems that happen infrequently? Small problems that happen very frequently. This problem surveys that you can run, um, market mining. What’s competition doing? Future mining. I mean, there’s a number of mines, and you use this stimulus and you bring it together and ideas of features of association and one plus one creates three. Now, to amplify that stimulus, we bring in diversity and diversity. Mathematically when we’ve modeled this it is not additive. It’s not like if you add two people you get twice as much.

Doug Hall: No. And it’s not, you know, two times two, 4 or 2 times three is six. It’s not multiplicative. It’s exponential. It’s literally you bring six people in the room and it’s ten to the sixth power. It’s ten times, ten times, ten times. You get what I’m saying. That’s the potential of what you can get. Stimulus and diversity stimulus and then people reacting on it. But there’s a problem. And the problem is fear of change is epidemic. It’s just a fundamental it’s part of the human condition. And so to realize the potential of the stimulus and the diversity. You must. Drive out fear and you drive out fear by doing rapid research. Fast and cheap research. You also drive it out by using what we call the Deming Cycle Plan. Do a study. You may be familiar with check, but plan, do, study, act or fail. Fast. Fail. Cheap cycles of learning. You make a little cell a little. You run some little experiments and little. And that each time you run them, you learn a little bit more. You learn them a little bit more. When we make a whiskey, we made our first whiskey that work to make the tech prove the technology. Joe Gaga, my co-founder, and I, we made, uh, 5000 whiskeys. 5000. Now, we made only a bottle at a time, and and it took forever. But then when we figured it out, we got it. And so now that’s either we’re just stupid or we’re just playing persistent. But we just kept at it and at it and at it until we figured it out.

Lee Kantor: Are there some clues that are telling you you’re on the right path, that you should continue to do the 5000 attempts?

Doug Hall: Well, most aren’t 5000. That was compulsively ridiculous. Um, of course. But, um, generally what I find is if it’s still pulling you, if it’s still pulling you towards it, if you’re still curious about it. You know, you look at something, you go, I know there’s a way to figure this damn thing out. I know there’s a way I know this. I know there’s a way to do this. I know that’s something that we’re missing. And when you get it inside you, it comes intrinsically within you. Um, and and so just to make it great, it has to come from within. It has to come from within. Now, that said, we can also be blind to it. So part of what you have to do is to show it to people. And when you show people a meaningfully unique idea, you know No, they get it. Their eyes light up. They get excited about it. Um, if they sit there and say, I don’t get it, then you didn’t get it right. You’re not right yet. Um, you’ll know it. And I hate to say that. It’s like you’ll know it when you see it. There’s test reasons. And. And in the book, Proactive Problem Solving, I actually lay out the test methods one uses and the types of scores you need to get to do it. Because we’ve done enough research, we know. And we basically ask potential customers how, how likely are you to buy it and how new and different is it. And then we wait the purchase intent 60% and the new indifference score 40%. And that gives us a meaningful, unique score. So there’s actually a quantitative way as well to do that.

Lee Kantor: Now what do you recommend to cultures that on one hand are saying we need you to be innovative, everybody. We need you to take risks. But then they’re quick to, you know, I don’t want to say punish, but not exactly reward, kind of the failure that’s necessary in order to find kind of the the great idea.

Doug Hall: Well, we need to educate. We need to educate. Um, and and we have to, um, that goes on. Uh, I mean, of course, of course it goes on. Um, in which case, I tell employees, I said, give them a half dozen chances, and if they don’t want to do it and you want to be a change agent, then I think you need to change your job. I mean, that’s you. The only thing you can really do is with your feet, walk out the door and leave. There’s plenty of companies right now, and there’s plenty of companies that are going through transformation. Plenty of companies, as the baby boomers are going out and younger people are taking over. They’re looking for change and they know they’ve got to reinvent it. There are plenty of places that want to do it. And, uh, now that said, my preference is to educate the management because how could they know? How could they know this any other way to do it? When they were brought up, they were probably crap beat out of them. And they think that’s the way you’re supposed to do it. Well, that’s not the way it is in today’s world. And that’s why it’s so much better today. Because at places that get this transformation happens. I was in a meeting, um, four days ago with the CEO of a company who has a way of creating business opportunities that’s been very successful for 26 years, and his son is now the president of the company, and his son is looking at it and saying, that’s fine when it’s him.

Doug Hall: But if I want to keep growing this company, we’re going to have to have a system and engage more people. And so he had me coach a half dozen of his people on a team to put together a business opportunity recommendation. And four days ago we sat in the boardroom and we presented it to his dad, who’s the CEO. And frankly, everybody was a little bit apprehensive. How’s it going to go? And our concern was needless when he saw it, when he saw the proposal, when he saw the ideas, when he saw the math and he saw the all of the we taking care of the market risks, the technology risks, the organizational risks. We’d estimated all of those numbers and put it all together. When he saw the whole thing, he said, now I get it. You guys have been talking to it, but I didn’t understand it. But you made me a prototype. I get it now. Then what he did is he said, this is so awesome. We need another one of these. Now, it had taken us 3 or 4 weeks to put this together because people have other jobs. And he said, I need it at the end of this week. I’m like, oh, well, that’s going to be kind of tough. But the team was so excited that he was engaged in this new way of working that, uh, we’re doing it tomorrow. We’re going to do it tomorrow. It’s amazing. It’s amazing.

Lee Kantor: So who is the customer for proactive problem solving? Like, is it the leadership? Is there people, certain people in the organization who who should read this?

Doug Hall: Um, first off, the leader of a team, a department or the company, because that’s the person who you’ve got people working for you. And frankly, you know, you hired people to help. Are you getting the help you wanted? Well, maybe it’s the system. And my suggestion to you and the way we always start, people say, I want to do this whole organization, so I won’t do it for the whole organization. I will only do it with a test. We’ll start with one group, and then what we’ll do is we’ll customize it for your culture. You may have certain names you call things, and if you go in with a training that doesn’t match the words that they use, that’s just causes chaos. And so I believe in customizing. But and we have a separate training program for team members, team managers and for leadership because they each have a different role in the process.

Lee Kantor: Now what are some of the symptoms maybe a dysfunctional, um, organization is having that could benefit from working with you or somebody on your team? What what how is this showing up in their kind of day to day life?

Doug Hall: Um, high turnover, um, employee surveys that show low engagement. Most organizations have a 30 or 40% engagement level. I mean, that’s just the reality. Um. Slowness to get things done. Things just take forever. Um, leaders tell me oftentimes I can’t get anything done. And so I come up with a strategic plan to do something great. And all I hear is that’s not realistic. And so I have to compromise and make it down to a plan that really isn’t going to make a difference. So it helps leaders be able to be the kind of leader that they dreamed they would be when they got there, only to find out they got this giant battleship that they can barely turn and barely do anything with.

Lee Kantor: So if somebody wants to learn more, get Ahold of the book or get Ahold of you or somebody on your team, what’s the website? What’s the best way to connect?

Doug Hall: Hey, uh, doug.com is the easiest. That’s that’s the simplest. And then that can take you over to Eureka Ranch. Um, and we can learn more. I would just start with the book. Um, the book is a simple, quick way to get get a sense on it. Um, I think I’ve got the intro up on the website. You can download it right now. Right now you can go there and download it and read it and see if it makes sense to you. It’s about systems thinking. It’s about a reliable, reproducible system that can make your job easier and makes the employees jobs more fun.

Lee Kantor: Well, Doug, thank you.

Doug Hall: That’s what it’s going to give you.

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

Doug Hall: Well, thank you. Thank you so much as well.

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

Tagged With: Doug Hall, PROACTIVE Problem Solving

Embracing Imperfection: How Creative Expression Fuels Leadership Success

August 11, 2025 by Jacob Lapera

High Velocity Radio
High Velocity Radio
Embracing Imperfection: How Creative Expression Fuels Leadership Success
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In this episode of High Velocity Radio, Lee Kantor interviews Jenn Todling, an author, instructor, and executive coach at the University of Denver. Jenn shares her journey from a 20-year career as an EY audit partner to leadership coaching, emphasizing neuroscience-based methods, creativity, and self-care. She discusses overcoming imposter syndrome, the value of coaching in organizations, and practical strategies for leaders.  Jenn also highlights her memoir, the importance of community, and the transformative power of creative expression in personal and professional growth.

Jenn Todling is an author, speaker, executive coach, ballroom dancer, CPA and instructor for the University of Denver. A former audit partner at EY and professional accounting fellow at the SEC with over 20 years in professional services, she brings deep insight into what it takes to navigate major career transitions.

After stepping away from her executive role, she reinvented herself as an ICF-certified executive coach and now draws on more than a decade of coaching experience to support others in reimagining their paths.

She specializes in helping leaders at all stages — whether rising, shifting, or starting over — gain clarity, confidence, and direction. Her approach blends personal transformation, neuroscience, strengths-based leadership, and emotional intelligence to equip clients with the mindset and skills needed to thrive in today’s evolving workplace.

As a sought-after speaker and advocate for bold, authentic leadership, Jenn is passionate about helping individuals make courageous career pivots and create purpose-driven lives. Her coaching and teaching inspire lasting change, empowering people to lead with both heart and impact.

Connect with Jenn on LinkedIn.

What You’ll Learn in This Episode

  • Values or practices that helped support her in making bold moves
  • Her first book – Dancing on My Own Two Feet

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 Jenn Todling, who is an author, an instructor, and an executive coach with the University of Denver. Welcome.

Jenn Todling: Thanks, Lee. It’s so great to be here.

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

Jenn Todling: Yeah. So I’ve been in a sort of career redesign, I would say, the last few years, and I left a 20 year career in public accounting a couple years, about a year and a half ago, to really launch into follow my dreams. And so my passion work is really helping to support leaders and bringing the best version of themselves to their work in life. And so I do that through leadership coaching through facilitating immersive neuroscience inspired leadership workshops. And I just launched a book. So there’s a lot of really exciting creative outlets going on. And really just in a space of helping support people through transformation.

Lee Kantor: So let’s talk about the career for a second. It was in accounting, right?

Jenn Todling: Yeah, it was an audit partner at EY. 20 year career.

Lee Kantor: So what is the mindset necessary to achieve what you achieved in a 20 year career in accounting. And that is going to kind of set you up, set yourself up to be successful in this kind of new executive coaching career.

Jenn Todling: Yeah, I love that question. So for me to be successful in my accounting career, there was a lot of persistence and grit, right? There was a lot of it was a very technical role. So I needed to have, you know, technical knowledge, technical skills. But also it was because I was in the audit space and I was in client service. I needed to be able to build relationships and understand where there might be challenges and how we could address those, either through my my clients needs or also just through the audit teams that I led. And so the relationship side and it sounds kind of funny, I kind of went into accounting for relationships, but it was true really has helped me. Then in this next chapter, as I’m building sort of this entrepreneurial space, I’m coaching and working, you know, more directly in the leadership arena, really being able to have that emotional intelligence and to understand, like what’s not being said or interpret body language, right, and sort of be able to read that room has really helped sort of translate into this next chapter of my life and career.

Lee Kantor: When you were in the accounting world, did you ever get coaching or were you ever mentored or like, was there things that happened? Were you were able to see kind of the benefit of those kinds of relationships?

Jenn Todling: Yes, all of the above. So I was really fortunate. There was a really strong coaching culture and mentoring culture since I was, you know, a new staff. And so I experienced a lot of on the job coaching, a lot of formal mentoring. And then when I made partner, the firm had executive coaching practice where they gave you a coach to support that transition. And I worked with that coach for seven years. I had, I think, 2 or 3 different ones to help me support the role of, you know, a new partner. And then when I became a new mom, you know, helping with that support. And so I found, you know, how instrumental that was to, to one to just have an independent thought partner who wasn’t in my day to day, who could give me a different perspective of some challenges I was facing, and to help me work through some of my own challenges, right, of adjusting to leading in a new way so that I could honor myself. And so that was so powerful, and it helped me realize just really the value that coaching can provide to business leaders.

Lee Kantor: So when you were getting that kind of coaching, was that something that your organization paid for or was this coming out of your own pocket?

Jenn Todling: So I’ve done both, but they do. E had an internal coaching practice. So too there was a leadership coaching practice and career coaching practice. And so it was internal and it was paid for by the firm. And when I was also exploring sort of what I wanted to do next, I used the career coaching services to support me in designing sort of this next chapter. And then I’ve also hired my own coaches outside of EY, um, to support me in different realms. But this program was internally sponsored, which was really wonderful.

Lee Kantor: So now are you working with individuals or do you work with organizations in your current practice?

Jenn Todling: So I do both. Right now I’m primarily working with individuals. Um, and through the program I teach at the University of Denver, the individuals I work with. That program is company sponsored. So it’s a corporate learning program. And so they’re working in professional services. They’re working in hospitality and retail. And so I support a lot of frontline leaders and managers. And getting the skills to be able to be successful in leading teams and managing themselves.

Lee Kantor: Now are you seeing coaching as something that is, uh, a must have in an organization nowadays or nice to have? Like, where is it kind of in the mindset of the leaders of these organizations because it’s it’s been around for a while now. This isn’t the the new kid on the block.

Jenn Todling: Yeah. I mean, I think what I’ve seen in organizations is there’s probably it depends on the organization. Um, but I have seen that there may be is more of a nice to have you. I think in my experience, what I’ve seen in sort of working with leaders directly is it’s essential. So does coaching have to be the modality that you, you know, support your team? Not necessarily. I think having strong leadership development though is so important. And even in the accounting profession, right, where, yes, the technical knowledge matters and the critical thinking skills are important, but so is creativity. So a relationship so is emotional intelligence. And if we’re not building that, we are doing a disservice. I think, to the professionals in those, um, serving their clients. And so I have seen that the people that go through the program and that get coaching, and it doesn’t have to be a lot like I’ve seen so many transformational results with 3 to 5 conversations. They really just are able to to leap forward and have that confidence to bring their full selves to their job.

Lee Kantor: So anything you can share when it comes to that type of a triage, I guess, coaching experience where it’s just 3 to 5. Like what would be attainable? Because I would think a lot of, um, executive leadership, if they were going to implement a program, they think, oh great, this is something. Now I got every. Every one of my people are going to have a coach, and this is like a weekly thing forever. But I’d be curious to hear how you would kind of structure a 3 to 5 session, maybe, uh, intervention in a positive way to help a leader just kind of maybe wring out the most value from themselves and be the best them they can be.

Jenn Todling: Yeah, I love that. And I think that’s important. Right. Because resources are limited in some circumstances. And you need to prioritize your budget. Right. So how can you get the most bang for the buck? What I have seen is there’s probably different subsets of your career journey where coaching really is helpful. So the program I facilitate at the University of Denver is targeted for frontline leaders or first time managers. And so that’s an opportunity where you’re really shifting from maybe being an individual contributor or, um, a peer, and now you’re going to sort of be that supervisor or that leader. And there are things that shift that you can benefit from support with. So what I find with the leaders, I work in that space, honestly, a lot of it is working through imposter syndrome and confidence. And so they will start the program unsure of their ability to lead. Not sure how to fully show up authentically. And we work through that and we highlight their strengths and we we remind them, you know, or encourage areas to practice in small steps on the job. And you will find I have found anyway that after five sessions they don’t. Not all of them suffer from imposter syndrome, um, anymore. Now, maybe it’s not completely eliminated, but there’s so much more confident, and they’re willing to engage in conversations and advocate for themselves in a different way. So I think that’s a really tangible way to support, especially sort of that frontline leadership or manager population without having to have a Significant investment.

Lee Kantor: So you mentioned imposter syndrome specifically. Is there something actionable a person could do right now if they want to at least kind of see that they’re they don’t have to suffer with this. Is there something that you recommend that, hey, if you just do this or this exercise, maybe this will prove to yourself that that you’re you’re not faking it.

Jenn Todling: Yeah. I mean, the first thing that I share is that almost everybody faces imposter syndrome. And when we normalize it, some of that weight dissipates. And so when we talk about this in my class, and we all raise our hands and we’re like, oh, I suffer with that too. It makes us feel okay. We’re not alone and we can talk about it. So that would be step one is is you’re not alone. And the other thing that I have found. So two tips. One is sometimes we get in our head right. We think, oh I don’t know if I’m qualified for this role. They’re going to find out that I don’t really know what I’m doing. But if we can think a little bit less and take a little bit more action, even if it’s imperfect action, we will get better at the things we’re trying to learn. And so I’ve learned that even in my corporate role saying, look, I can do hard things, I can try my best, and I’m going to learn and be curious. And I’m not expecting perfection because that perfection sometimes shows up as imposter syndrome, because we don’t want to make a mistake or look like we’re failing. And so if you can embrace taking imperfect, imperfect action, I have found that take some of that weight away. And then the other thing, actually, one of my leaders shared this with me, and I thought this was a great tip. Is she actually named sort of the imposter syndrome as like a Marcia, Marcia, Marcia voice, kind of like from The Brady Bunch. And so when you have that moment of self-doubt, she would say, okay, Marcia, I hear you. And I’m going to try this anyway. And so it just creates this acknowledgment without hiding it, that takes away some of that weight that might get in our way.

Lee Kantor: Yeah, those are great tips. Something my wife worked in. My wife worked in corporate for many years, and something that was at her early in her career. Something that she was struggling with was the kind of the annual review, and she’d have to remember all the stuff. And that was a challenge. And then it’s like, how much did I do? And the only thing you remember is what you did recently. And something that helped her was she made a folder and she just put anytime something happened, she just put it in the folder, didn’t think about it and just. And so when it’s time for the annual review, she could go to that folder and there’d be, you know, dozens and dozens of things that she did that she can put in the annual route that made the annual review less stressful. And it kind of reinforced, look, I am making a difference. I can do hard things. And here’s a big pile of them.

Jenn Todling: Yeah, and I love that. And I’ve actually shared that with some of the leaders I work with because you do struggle like but what did I really do today or what did I really do this week. Right. And so write it down. And so I would have the same thing. Here’s my little accomplishments folder. Digital folder or or just a piece of, um, you know, an open word document that I would just write down notes because I think that also then reminds you those little moments do add up and celebrating those, you know, and I think taking time to honor that can be so impactful. So I love that example. Thanks for sharing that.

Lee Kantor: Yeah, I think it’s one of those things where we’re just doing so much that we just take so much of it for granted that we don’t really, like you said, honor it and appreciate it. And sometimes when you have kind of a visual, uh, element, I know some people do this with like a jar, they’ll put like a little thing in the jar. That’s a reminder that they did something. And they’ll they’ll be like, even if it’s just like a little scrap of paper, they want it up and throw it in there. And all of a sudden you see this jar filled with stuff. You’re like, I can do hard things. I, I am this person that I aspire to be.

Jenn Todling: Yeah, I love that. And it really is like if we can embrace sort of this growth mindset, which we’re we’re always learning, we’re always learning. And I’ve had some moments in my career where I have made some big mistakes or things have gone wrong. And, and it was hard because I am, you know, someone who’s high achiever, you know, recovering perfectionist and all the things. And I’ve had to learn through that process of, look, we’re I’m just trying to do my best. And when I have better information, I’ll do better, you know? But just giving myself some grace. And I found that that has helped me and my own leadership journey be a lot more authentic and impactful, because I’m not worried so much about messing it up.

Lee Kantor: Yeah, I think that so many times we self-sabotage and then if we can just kind of eliminate that, life becomes so much easier and less stressful.

Jenn Todling: 100%, I totally agree.

Lee Kantor: Now, um, now that you’ve made the transition to entrepreneur from kind of working for a very large organization, uh, Who helped you? Who’s kind of your support staff in that transition? Because I would imagine, you know, when you were at, uh, at your firm, you know, there was a lot of people you could go to for help. And then when it’s you, you’re you’re everybody or a lot of the people.

Jenn Todling: Yeah. I mean, I’ve had a lot of coaches that have helped me. Right. So I have my little coaching squad and I’ve also tapped into community. So part of even before I left EA, probably three years before I joined a networking organization that was filled with women entrepreneurs, and that was sort of the target audience. And so a lot of the women had worked in accounting before, and so they were a few years ahead of where I sort of wanted to be. And so that support really helped me understand and prepare like financially, mentally, emotionally. Like what? What’s ahead of me? Um, and there’s still obviously surprises once you take the leap, but at least I have the support to say, here’s, here’s what I can expect. And then they’ve helped support me along the way. And then I recently moved back to Colorado after a couple decades on the East and West Coast, and I’ve tapped into another networking group for moms and business, and I have a six year old at home. And so that, you know, when you’re managing caregiving responsibilities and, you know, trying to to support the growth of tiny humans like it does look a little bit different sometimes. And so having a network of moms who are either entrepreneurs or they’re in the corporate world, but that can support each other and really be creative has been super impactful. So you really can’t do it alone. And as an entrepreneur, it can be incredibly lonely and isolating. So figuring out what communities you can tap into. I have found that’s really been an area of strength and support.

Lee Kantor: Now, when it comes to your coaching practice, how did you kind of come about your methodology or what was resonating with you and how much of it is, you know, maybe somebody else’s methodology and how much is kind of your own secret sauce?

Jenn Todling: Yeah, I mean, that’s a great question. And I think there are so many different ways to coach. Um, for me, I’ve done three different training programs. So I did sort of a basic coaching program about ten years ago. And then in the pandemic, I went back to school and did an executive and professional program. And then I realized I love neuroscience, like I am a little neuroscientist. And I did an advanced coaching program that was neuroscience based. And so there’s a lot of tools and practices that I learned in that program that I embed into my practice. Um, I also did an advanced program to become a licensed trainer with that organization. And so I do facilitate, um, learning experiences that leverage that curriculum because I love it. It’s amazing. And it helps support, um, leaders in navigating. You know, productivity or inspiration or just emotional regulation, which I think is so important as a leader and without having to start from scratch of developing content. So I was able to get trained and have that sort of intellectual property that I licensed so that I can use that in my practice. So that’s sort of the foundation of what I use. Um, but for me, it’s a little bit of an art and a science because I’m also a dancer and I’ve seen the power of embodiment and coaching. And so I integrate, you know, all of the different sides of, of my being into that, um, and really try and just tune into, like, what does my client need today? And is that something that’s a little bit more, um, tactical and practical and a tool or is it. We need to close our eyes and we need to do some visualization. And so I try and really just meet my clients where they are. And that’s how I approach my coaching engagements, is I have a lot of tools that I can use, but I just try. I don’t have a prescription of, here’s what you’re going to do in session one, 2 or 3. It’s really trying to meet my clients where they are.

Lee Kantor: Yeah, I’m fascinated by, uh, kind of neuroscience as well. Is there a nugget you can share that maybe is something that can open people’s minds to? What are the benefits of learning more about that could be.

Jenn Todling: Yeah. So one of my favorite exercises and I think this this works really well for accountants or people, you know, engineers, lawyers. Like if you’re in a very technical profession and you’re really used to, you know, there’s a lot of deadlines, there’s a lot of things that need to get done. Um, it can feel indulgent or maybe guilty to go for a 30 minute walk in nature in the middle of the day, um, or to take a dance class at night or an art class or learn a musical instrument. But when you understand the different networks of the brain, you will learn that if we’re always operating in the get stuff done mode, we’re not capitalizing on all of our creative and innovative powers of our brain, because those really only get turned on when we step away from the work. So when you have those moments of insight in the shower or driving your car, that’s a different part of your brain that’s being activated. And so when we can reframe those moments as actually productive, but in a different way, it can help us be even more impactful and powerful in our job. So for me, as a quick example, in busy season, which we’re working nonstop in the pandemic, I took a hip hop class on Sunday afternoon and learning choreography again and just having a break from the email and the accounting challenges actually made me more efficient and effective when I went back to my computer. And so that was a really important message for me to say, actually, this is being productive. It’s not, um, a nice to have. It really is essential for me to have the whole picture of how I can support my clients.

Lee Kantor: Now, you mentioned earlier, uh, the dance is important to you and your book, uh, Dancing on My Own Two Feet has recently been published. Can you talk a little bit about how you were able to kind of take what you learned and the impact of dance in your life and turn it into a book?

Jenn Todling: Yeah. So this is a really I mean, this is a memoir. So it’s a very personal journey of mine. But it was my experience that after leaving a relationship that was very challenging, I was, you know, 30 years old, trying to find myself again. And I hadn’t danced in ten years. It was a childhood passion that I had sort of forgotten about. And as I started to reengage in dance in New York City, um, this time it was ballroom and Latin. So partner dance, I started to become myself again and to, you know, um, be more confident, to be more curious, to feel more grounded in who I was. And that was a really powerful experience to realize kind of the point I was just illustrating that creative practices are really essential in helping us be the best version of ourselves. And so the underlying theme of the story, or one of them, is the importance of taking time to have creative outlets. And if you can use your body in that process, it’s even better. And so through that process, I was able to heal from past trauma. I was able to find love again, and I was able to sort of become a whole person. And so it’s really this transformative power of creative expression is what I hope people walk away with when they read it.

Lee Kantor: Yeah, that that’s so important. I think people like you. You say they’re in their mind. They’re saying, oh, being creative or oh, exercise and working out is frivolous and I don’t have time for that. I got important things. But those are foundational things like the those are the building blocks that everything else is on top of. So make time for those things. And people, I think, forget that exercise, sleep, you know, being creative. Uh, those things are are must haves. You work your day around those things, you don’t do it the other way.

Jenn Todling: Exactly. And I learned that the hard way my first year as a partner. You know, I’m trying to also be a new mom. And like, all the things, you know, it’s a big role. There’s a lot of things. I wasn’t exercising, I wasn’t sleeping, I wasn’t taking breaks. And I had a little bit of a breakdown and I was like, oh, I am not okay. And this is a marathon, not a sprint. How do I refocus on my vitality? And that was one of the first things I actually worked on with my coach is how do I work on prioritizing this and making time for this and realizing that, you know, that is the foundation, because then that’s going to support the energy that I bring to my clients, to my work. And if that’s off centered, then everyone’s going to feel that. So it is absolutely foundational.

Lee Kantor: Yeah, I think it goes back to what we were talking about earlier, this imposter syndrome. I think that people are trying to cover it up by being, look, I’m a grinder. I’m here 24 over seven. You know, they’re kind of exchanging that their availability to work. And they’re so focused on their work as covering for any imposter syndrome they might have, instead of just trusting their brain power and what they bring to the table.

Jenn Todling: Yeah. And I think that’s been the biggest shift in this new part of my career, is I’m learning to manage my energy versus my time and to lean into does something feel off in my body? Is this a client I want to work with? Is this an organization I want to work with? Are we aligned? And it’s hard to be honest and hold those boundaries and say, you know, exercise is important to me or, you know, not working till 10:00 at night is important to me because I need my sleep. And so I think and I struggle with that too. Like, I’m not I don’t have it all figured out. But I think the more we can just be honest of what we need to perform at our best, and we start more conversations around that, and we ask our team members if we’re a team leader, like, what do you need to be at your best? Then we do have a chance of this kind of culturally becoming, um, more, more prevalent.

Lee Kantor: Now. Is there a story you can share that maybe illustrates how you work with your clients? Maybe share? Don’t obviously name the name, but what the challenge was that they had when they came to you and how you were able to help them get to a new level.

Jenn Todling: Yeah. So I have one client I’ve been working with for several years, and she came to me and she was younger in her career, and I love working with people young in their career because they’re so hungry. It’s like a sponge, right? You’re trying to create good practices from the start. And she was like, I’ve, you know, I’ve got straight A’s. I got this great job, but I don’t know who I am as a person. Like, I don’t know how like what’s the core essence of who I am. And so aside from, you know, being a strong worker or whatever label you wanted to put on that. And so we’ve done a lot of work at getting to the core of, you know, what are her values? What is important to her in each season of life? How do you take bold leaps to to do when you do know you want to do something? How do you actually make it happen and overcome people pleasing or worrying about what others might think so that you can honor what’s important to you? And we’ve done a lot of work on that. And I will say, you know, we’ve been working together maybe three years now. And what she tells me now is that she can’t even recognize the person she was three years ago. And she has made now like three significant career leaps. Um, you know, different roles, different companies. And now she’s like on, you know, exploring the next chapter. And she you can just see the energy and the confidence that she’s coming to. Even though sometimes she still struggles, but she has so much more understanding of what’s important to her and she’s willing to honor that. And so that’s really powerful to see. Um, and it doesn’t take three years to do that. But for her that this has been quite a journey and it’s been really helpful, I think, to have that support, to know that it’s okay to go and try.

Lee Kantor: So who who is kind of the ideal client for you?

Jenn Todling: Yeah, I mean, I love working with because I’m in sort of this career pivot space. I love working with leaders who are sort of maybe they’ve climbed the ladder. Um, they’ve checked the boxes and they’re sort of like, hey, what’s next? Right? I want to have a fulfilling life. I want more meaning, maybe more play and creative expression. How do I make that happen? I love playing in that space, and so if that’s something that people are struggling with, I find that that can be a really nice space to have a thought partner.

Lee Kantor: So if somebody wants to learn more, have a more substantive conversation with you, what is the best way to connect?

Jenn Todling: Yeah. So if you go to my website, Jen and that’s Jen with two friends, it has all the different ways you can connect with me. And I’m also on Substack. I do a weekly inspirational newsletter and you can connect with me there as well.

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

Jenn Todling: Thanks, Leigh. I so appreciate being here.

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

Tagged With: Jenn Todling

Unleashing the Power of Authenticity: Revolutionize Your Marketing Game

August 8, 2025 by Jacob Lapera

High Velocity Radio
High Velocity Radio
Unleashing the Power of Authenticity: Revolutionize Your Marketing Game
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In this episode of High Velocity Radio, host Lee Kantor interviews Madison Holliman, founder of Mad Marketing House, a digital marketing agency specializing in authentic social media content. Madison shares insights on crafting tailored marketing strategies for businesses of all sizes, balancing organic and paid efforts, and the importance of genuine branding. She discusses educating clients on metrics, focusing on effective platforms, and leveraging AI for content creation. Madison highlights client success stories and explains how investing in a specialized agency can help businesses overcome marketing challenges and achieve sustainable growth through strategic branding and positioning.

Madison Hollimon is the Owner and Founder of Mad Marketing House, a marketing firm that specializes in authentic content creation and branding for businesses, particularly in the luxury and personal brand space. With over a decade of experience in marketing, including five years as an agency owner, Madison has worked with over 1,000 businesses to transform their digital presence.

Her expertise in visual storytelling and social media content has helped countless brands grow their digital footprint and generate significant returns on advertising spend. Madison’s agency has successfully managed over $1M in ad spend, yielding more than $50M in revenue for her clients.

As a third-generation entrepreneur and the oldest of five girls, she values family above all else, and her approach to business reflects this. She graduated with a BBA in Marketing from Augusta University Business School, is married to her high school sweetheart, with three children of her own, and she prides herself on being the “family manager.”

When she’s not building brands and empowering business owners, she can be found enjoying the ocean, traveling to tropical destinations, or spending quality time with her family on their farm. her personal story of entrepreneurship is deeply intertwined with her desire to help others succeed, particularly women entrepreneurs.

Madison’s agency is built on a framework that blends strategy, creativity, and authenticity to create impactful, results-driven campaigns. Her process starts with understanding where the business is now, where they want to go, and who their audience is. From there, her team creates custom content that resonates with the target market, ensuring that every piece of content tells a compelling story.

Her expertise extends beyond organic content creation to the strategic use of paid ads, maximizing ad spend and ensuring fast results. She believes that social media doesn’t have to be a mystery and that the key to success is in consistent, high-quality content and genuine storytelling.

Connect with Madison on LinkedIn and Instagram.

What You’ll Learn in This Episode

  • Empowering women entrepreneurs through authentic branding
  • Building digital footprints: The importance of consistent content creation
  • From merchandise to marketing: The evolution of Mad Marketing House

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 hear another episode of High Velocity Radio in. This is going to be a good one. Today on the show, we have Madison Holliman, who is the Owner and Founder of Mad Marketing House. Welcome.

Madison Hollimon: Thank you so much for having me. I’m so excited to be here.

Lee Kantor: Well, I am excited to learn what you’re up to. Tell us about Mad Marketing House. How are you serving folks?

Madison Hollimon: So we are a full service digital marketing agency that specializes in authentic content creation for social media.

Lee Kantor: So what’s your backstory? Have you always been involved in this line of work?

Madison Hollimon: So I have over a decade of experience in social media marketing, and I’ve only had the agency for five years. But prior to that, I did marketing for high end boutique luxury companies. I worked for Plastic Surgeon. I’ve had several different marketing roles in all industries, so I’ve I’ve been able to be very well versed in marketing and just have a true fashion, you know, true fashion and interest in being creative and being creative on social media.

Lee Kantor: So is your work primarily working with big brands like plastic surgeons, or is it like who is the ideal client for you?

Madison Hollimon: So we work across the board. We have small businesses, people that just got started, whether they’re in real estate or they own a med spa or they have like a, you know, a pet groomer, or we work with some very large brands that, you know, have half 1 million to 1 million followers on social media. So we’re able to work on both ends of the spectrum, and our team really enjoys it.

Lee Kantor: So is the strategy and the fundamentals kind of the same? It doesn’t matter what your budget is. It’s just like who’s doing the work? Like how does it work? You know, when you’re working with a small brand versus a very large enterprise brand.

Madison Hollimon: So typically when somebody is interested in working with us, we’ll put together a strategy that’s custom to their business and their industry. So initially they’ll come to us and say, hey, this is where my business is at. This is my goal and where I want my business to be. And then we will put that strategy together and put it in place with their current budget. And a lot of our smaller businesses will do a growth strategy. So we’ll say, okay, we’re going to start at X, but in 12 months we’re going to be spending X. So it allows us to grow with their business.

Lee Kantor: Now doing social media right in today’s world does it require a combination of kind of organic posting from the brand in addition to paid posting as well? Or can you just do organic nowadays.

Madison Hollimon: Yeah. So we have clients to do both. I have some that only do organic social media. So they hire us to create high quality content, photo and video and put it together into a content plan. So our team will post consistently for them every week. And then we also have clients that not only hire us to do that content creation, but take that content and put paid advertising dollars behind it. So we’ll say, okay, who is your ideal client or your avatar? What is their age group? Where do they live? You know what kind of, you know, buyer behavior do they have? And they will create an ad and target that person so that they can kind of expedite their growth and kind of hit those goals faster than if they were to just do it organically.

Lee Kantor: Now, when you’re working with the smaller brands and you use the word authentic a lot, can you talk about what that authentic branding looks like for an entrepreneur?

Madison Hollimon: So it’s typically content that’s true to them. So it’s photo and video of them their team, their space. So that when somebody sees you online, they already feel like they know you. They feel like they know your team and they know what to expect before they walk in the door, or they have that first phone call with you. So you’re able to find that there’s a higher conversion value when they see you and your true form and your true space first.

Lee Kantor: So how do you help the client kind of craft the messaging that doesn’t come across as to, you know, maybe look at me, look how great I am versus more kind of, I can solve your problem. Like how do you kind of work through developing that personality in a way that’s going to drive business rather than maybe just drive attention?

Madison Hollimon: So we always try to go into a content day or content shoot and just set up a camera and have conversation. So we’re having conversation with that business owner or that key person that’s in the business. And we want it to feel natural. And typically after the first, you know, ten, 20 minutes, you’ll kind of sit there. You’ll get more comfortable with the conversation. And at that point it just kind of flows. So then we’re able to take, you know, kind of their experience, their storytelling and put it together into a piece of content that then tells a story through social media.

Lee Kantor: Now, when you’re working with the clients, um, how do you protect them from maybe the shiny object, uh, problem a lot of people have if they see a new platform where they see a new way of doing something, and all of a sudden they want to do that, too. Um, instead of maybe just focusing in on a couple of platforms or a couple of strategies that are geared to maybe the majority of their potential clients.

Madison Hollimon: So it’s really important upfront when we create that strategy to understand who their audience or their target audience is, and then we’ll say, okay, if your, you know, demographic is ages 35 to 50 female, we know to put you on this platform. So we’ll say, okay, I understand that you maybe want to go over here because it’s new and fun and exciting, but what kind of real back then back in and explain to them, okay, but your target audience is on this platform. So once they’re able to kind of understand and we’re able to educate them, then they’ll kind of feel comfortable and have more trust with our agency to understand why we want them to be on a specific platform.

Lee Kantor: Now, what is the what are those initial conversations look like when you’re talking to a potential client? Is it a lot of education? Because I would think that a client who has never used your firm or has never used any marketing firm, an outside marketing firm before, may have some misconceptions of what you know, what is possible and what you know, what, what can be done and what they have to do versus what you have to do and how you work together.

Madison Hollimon: Yeah, I’m a big advocate for educating our clients. The more they understand I’ve learned, the more they’ll spend and the higher yield and results they’ll have. So, you know, we are all about taking the time to teach them and to learn their business. We typically find that when we partner with a new client, it takes three months to learn their style and for them to start seeing results. So we’re able to really take those first 90 days and dive in and learn each other. And as we go, we do a lot of reporting. We watch a lot of the analytics so that we can directly, you know, understand how it’s going to impact the business and the pages. And when we’re able to do that and have a more hands on approach, we have more success. And the more success the client has, the more excited they are and the more money they want to invest in marketing.

Lee Kantor: Now, how do you go about explaining maybe the difference between the different metrics? Because some metrics are important and they are the ones that are driving their business. But in social media especially, there might be some metrics that might look good on the surface, but may actually not be a really good gauge of of whether something is being effective or not.

Madison Hollimon: So a lot of times we will look at if we’re getting a lot of new followers, we want to make sure we are retaining people. So we want to look at followers and unfollow and make sure there’s only a very small percentage of, you know, people that are unfollowing. And then we want to look at the quality of those followers. Are they real people or are they people in line with your target audience? And what is the engagement rates for your content. Are you getting a lot of shares, a lot of saves? You know, Instagram specifically, the really hot metric right now is shares and saves. So we want to make sure that we’re really hitting those, you know, goals for the for the page.

Lee Kantor: Now when you’re working with them. So at the beginning stages they may not have a huge following. They might have, you know, minimal just based on whatever they’ve been able to acquire. Do you dig into. It sounds like every post you’re kind of digging into. Okay, you’re looking at each profile to see, okay, who are these people? I want to kind of really understand who the people are that are engaging.

Madison Hollimon: Yeah. Um, it’s definitely important to understand who their current following is. But we also want to make sure that as we’re the page is growing, we’re attaining followers that are in line with their target audience. So typically that’s creating content that speaks to that avatar. And as long as you’re creating content that speaks to that person, you’re able to capture and retain the type of clients you want to follow the page.

Lee Kantor: Now, is there a story you can share that illustrates how the impact that your firm can make with a client? Like, don’t name the name, but maybe explain how they came to you and how you were able to help them get to a new level.

Madison Hollimon: Yeah, so we have a client that was one of our first clients, and they were new to the TikTok platform, and they produced a product that’s, uh, it was a $1.8 million product. And we just started blasting that platform with video content. Really cool video content. And at the time, this was, I would say three, two, three years ago, you know, TikTok was kind of everybody was really skeptical about it, but it was a new platform. So their algorithm was really, really great. And we were able to capture a sale from TikTok. So that person actually message them on Instagram. But they found them through TikTok’s algorithm and ended up purchasing that product. So that ended up being in almost $2 million. Once he was done with, you know, building out the spec, it was a $2.1 million sale off of posting on TikTok.

Lee Kantor: Now, are there some do’s and don’ts for TikTok in business versus TikTok for personal?

Madison Hollimon: I would say, you know, you always want to keep it as professional as you can. But you know, sometimes I like ask myself, does this feel okay to post? Is it controversial? And surprisingly enough, if it is a little controversial, it will, you know, engage. It will engage people in the comments. And the more comments that you’re getting, the faster your videos reaching other pages and other people that are commenting on it. So we always like to be a little controversial on TikTok.

Lee Kantor: What about like a business platform like LinkedIn? Are there some do’s and don’ts to get more engagement on LinkedIn posts?

Madison Hollimon: Linkedin is a lot of, you know, storytelling through, you know, carousels and a carousel is several photos in one post. So if you can tell like a real, authentic story of your experience, whether you’re an employee or employer or an employee, you would typically get more engagement if it feels more raw and unfiltered.

Lee Kantor: Now, what about, um, kind of the rhythm of these platforms is there? How often should people be posting? It seems like, you know, the feed is never ending, right? So how do you kind of stay top of mind with the feed that is constantly changing? And there’s, you know, gazillion posts on each, each feed?

Madison Hollimon: We always suggest and tell our clients to post quality over quantity, and that doesn’t mean you have to post every single day. It just means that whatever you are posting is of, you know, high quality, high value for your client and your message is very clear and concise. I always love to tell people, you know, utilize your stories every day if you would like, but let’s leave the in feed content to be very planned and curated.

Lee Kantor: So there’s different kind of strategies for each one of those things.

Madison Hollimon: Yes. Um, you know, your story content is more in real time, daily uploading a little bit more unfiltered while you’re in feed content is more, you know, strategy behind it. Let’s plan it out and let’s make sure that we’re what we’re posting makes sense and is going to capture the right audience.

Lee Kantor: Now, how has artificial intelligence AI? How has that affected what you do and how you do it?

Madison Hollimon: I think it’s been great. Um, it’s definitely helped. On the copywriting side. We have found that you’re able to train your AI tool now. So a lot of what our team does is we will upload our own, um, email threads or communications so that our AI tool will learn our voice so that our clients voices that when we’re writing for a client or writing for ourselves, it is writing in their tone, and it’s been able to streamline a lot of our content and preplanning operations.

Lee Kantor: So from that standpoint now, is there any recommendations how a client should be using AI when it comes to, uh, you know, kind of the day to day marketing that they’re doing?

Madison Hollimon: Yeah, I mean, I always recommend that our clients utilize, you know, ChatGPT and utilize a paid version so that it stores all of the data for them and to train it so, you know, spend some time engaging with the tool, letting it learn your tone, letting it learn your voice, so that when there is a time that you need help writing a more extensive email or a story, it will give you something that’s, you know, more in line with how you speak.

Lee Kantor: So you’re using a primarily as kind of a thought starters for creating content, but not maybe analyzing or seeing where there’s opportunities.

Madison Hollimon: When you use it as both. Um, it’s definitely like a, a great tool to use as an outline to get to get our thoughts flowing. But it’s also great to use for, you know, plugging in data and saying, okay, how can we make this better? How do we optimize it? And it’s basically become like a Google search engine that just spits out answers. So and it’s as we continue to evolve in this Industry. It’s just going to become smarter and more efficient.

Lee Kantor: Now, what is kind of on the roadmap for your firm, like what’s next for mad marketing? How’s how how are you evolving in this kind of constant changing landscape that we’re living in when it comes to marketing and and branding and things like that?

Madison Hollimon: We are just continuing to focus on growing our current, um, roster of clients and helping them expand their businesses and become more successful. And we’ve kind of transitioned to a referral only firm, so we don’t really do a lot of marketing for ourselves. We just make sure that we’re doing the absolute best we can for our clients, and the right clientele will come to us as we continue to succeed for our clients.

Lee Kantor: So when you lean into kind of a referral first growth strategy, what are some of the things that you’re doing in-house to encourage those kind of referrals to come.

Madison Hollimon: We are just investing a lot of time and resources in our current team and staff, and making sure that they’re able to produce the very best. And when we do that, in turn, creates the very best for our clients pages and their data and their sales. And when you have a happy client, they’re going to tell everybody how happy they are. So you don’t even have to incentivize our clients to send us potentials. Um, they just do it on their own.

Lee Kantor: Sounds like you got a lot going on. It sounds like you have tremendous momentum. Um, that story that you shared about, you know, generating, you know, a multi-million dollar sale from social media is. I mean, I’m sure that’s all over your website because that is very difficult to achieve. So congratulations on all the positive momentum you have going on. Thank you. So if somebody wants to learn more, have a more substantive conversation with you or the team. What is the website? What is the best way to connect?

Madison Hollimon: So follow us on Instagram mad marketing house. Um, we have we built a really great community of businesses and creatives that want to learn. We have we create a lot of educational content for you to grow your own page. And if you’re interested in becoming a potential client, you can always go to our website marketing. Com and fill out our contact form. And we would love to set up a call and learn more about your business.

Lee Kantor: And you are still a big believer in the branding and positioning. So you it’s important for companies to lean into that. And that’s kind of a longer play, right. Like that is in a transactional buy my stuff now strategy.

Madison Hollimon: Yes. Um, we believe that a lot of clients are curated over time, and they come to us when they’ve made the decision that they need help. And typically, once they come to us with that decision and they see the strategy you put together for them, 90% of them end up working with us.

Lee Kantor: So what is that pain they’re having right before they contact you? They’re just frustrated or they’re in a plateau.

Madison Hollimon: We’re either frustrated with the current agency or marketing person they’re working with. We see a lot of that. Um, or they want to have some significant growth, or they’re frustrated with some of the competitors that are out there that are over, you know, saturating their market or have taken maybe some of their clients or they have a new offer that they’re wanting to push out and sell. So it’s kind of a multitude of things when we see people come to us. Um, and a lot of entrepreneurs and business owners, we are always just looking for the next best thing. So they say, okay, I’ve grown out of, you know, this one person that’s been helping me with marketing? I would really love to have an entire team of creators that are part of an agency to work on my business. And a lot of people have found that the investment is similar to having like one full time person on their team or one part time person on their team, and then they’re able to have an entire agency of specialists.

Lee Kantor: Good stuff. Well, Madison, congratulations on all the success and the the website one more time.

Madison Hollimon: Mag marketing house.com.

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

Madison Hollimon: Thank you.

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

Tagged With: Mad Marketing House, Madison Hollimon

Marketing Magic: Turning Your Story into Sales

August 8, 2025 by Jacob Lapera

High Velocity Radio
High Velocity Radio
Marketing Magic: Turning Your Story into Sales
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In this episode of High Velocity Radio, Lee Kantor interviews Arias WebsterBerry, CEO of WebsterBerry Marketing, about effective marketing strategies for small to mid-sized businesses. Arias shares his journey from entertainment promotion to digital marketing, emphasizing the power of authentic storytelling, content creation, and leveraging AI. He discusses the importance of having a dedicated marketing budget, offers practical budgeting guidelines, and illustrates success through client case studies. 

Arias WebsterBerry is a seasoned entrepreneur and digital marketing expert with over a decade of experience building revenue-generating brands. As Founder and CEO of  WebsterBerry Marketing, he has led hundreds of clients to measurable success through tailored services in web design, sales funnels, social media, CRM, email marketing, and branding.

He is also the creator of Launch Ignition AI, an innovative business accelerator that automates website, funnel, and campaign creation in minutes, helping clients achieve up to 312% lead growth and 5× revenue increases. He’s launched multiple ventures, including Ignite Funnels, and authored Content Cannon, which guides entrepreneurs in generating a month’s worth of content in a single day.

As a certified Scrum Master and Master Sales Coach, Arias has personally mentored over 400 professionals, driving more than $112 million in cumulative client revenue. His leadership extends beyond marketing, he served as Executive Producer of the acclaimed Hip Hop 101 Music & Art Festival, earning a commendation from the Los Angeles City Council for its cultural impact.

With a global perspective shaped by travel through 25 countries and 35 U.S. states , Arias combines strategic vision, agile frameworks, and creative storytelling to build human-centered, scalable growth systems. His work empowers entrepreneurs to elevate their brand visibility, implement culture-driven marketing, and realize meaningful business results.

Connect with Arias on LinkedIn.

What You’ll Learn in This Episode

  • Scaling through AI powered marketing
  • Authentic content that converts
  • Purpose driven leadership in business
  • Building culture & systems that scale

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 hear another episode of High Velocity Radio and this is going to be a good one. Today on the show, we have Arias WebsterBerry and he is the CEO of WebsterBerry Marketing. Welcome.

Arias WebsterBerry: Hey, Lee. Thank you for having me.

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

Arias WebsterBerry: We are helping people generate leads and turn those leads into dollars to keep it short.

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

Arias WebsterBerry: Actually, I hail from the the land of entertainment. I started out as a promoter, starting with, you know, nightclubs and parties and in San Diego and in Los Angeles. And then I actually ended up getting into large scale concerts and executive producing festivals.

Lee Kantor: And then so from those learnings, you were able to kind of develop some marketing strategies for small to mid-sized businesses.

Arias WebsterBerry: Yeah. You know, in doing all of these things, I learned quite a bit about the various components and disciplines and marketing, you know, whether that be, uh, social media, you know, outdoor. So, you know, billboards, print, radio, TV and, you know, content creation and, you know, all the various things that that it takes. And eventually we got into websites and funnels and automation and now I but all those things and kind of all those things that I had to learn in order to throw concerts, I was able to translate into marketing. I went to work for a really large digital marketing agency, and that’s where I kind of got my formal training. And then I struck out on my own and and I created this company.

Lee Kantor: So now in marketing in today’s world, is it do you need to have just boatloads of money in order to effectively kind of rise above the noise, or is it something that you can kind of grind and scale on your own without kind of big mega marketing budgets?

Arias WebsterBerry: Well, I mean, boatloads of cash definitely helps, but it is not a prerequisite to to define success. These days, I think one of the great equalizers in kind of a gray box when it comes to leveling the playing field between the haves and have nots, or those that, you know, may have very large marketing budgets and those that are just getting started and have very small or no marketing budget is the ability to create things that people are interested in, i.e. content. So, you know, in everybody’s pocket is a cell phone, and most of those phones shoot pretty good. You know, quality, as long as you got some decent lighting and a microphone, it really comes down to your your creativity, your ability to tell. You know you or your brand’s story in a way that resonates with your audience and more importantly, explains that you understand their pains, their struggles, and that you have a solution and you’ve got some proof of concept and that you get people results.

Lee Kantor: So how does it differ when you started in a kind of event in entertainment? How does kind of that B2C environment where I want you to listen to my music or if I’m a comedian, you know, listen to my jokes versus I’m a business, you know, I’m a plumber. Uh, you know, how do I how do I kind of get the same attention, if that’s even possible in kind of a B2B world versus a B2C world?

Arias WebsterBerry: Great question actually. Um, you know, I think that that a lot of businesses, um, go wrong in thinking that they’re different, you know, the same way a, um, country artist or a actor. To, um, entertains and draws their audience in is the same. It’s the same thing that you should be doing with your business, you know? Um, you know, an actor plays a character in a movie, and there’s a lot of, you know, things that are set up in, in, um, money and people around in order to cultivate a specific scene that elicits an emotion. Uh, and as a business owner, you need to be doing the same thing. What you notice is that more and more consumers are looking into the personal lives of these these entertainers, right. They want to know what happens once the camera and the lights go off. And that is true for business, right? People want to know who the people are behind the brand. They want to know about the the pains, the struggles. You know, the the, as we say, the behind the scenes. Um, they they want to know how the sausage is made. And, you know, they, they want that so that they feel confident and comfortable doing business with you. But then on the front end, they also want to be entertained, right? They want to root for you. They want to know about your business. And, um. Gary Vee said it best. If you haven’t realized that every single business is a publishing company first that happens to do a thing, well, then you are behind and you’re looking through the prism, uh, at the wrong end.

Lee Kantor: So if you were a business coach, how would you kind of market yourself? Um, you know, to to get the eyeballs, you need to eventually move some of those people from kind of just, uh, lookers to buyers.

Arias WebsterBerry: Yeah. I would start with my my story. Right. Um, you know, every every great story, every hero’s journey has a beginning, right? What’s your beginning? Where did you come from? Right. Even in this this, um, podcast, this episode, right? You started by asking me, where did I start, right? Because nobody wants to know what you know until they know that you care. So I would start by telling people where I come from and how I came up on the skills and the knowledge that I have that can help them. Right. Tell that story as to how I came to this aha moment that that gives me the right and the validity to advise them, to coach them, to to guide them.

Lee Kantor: So in your business, how do you, um, kind of deliver the value? Is it consulting? Is it coaching? Is it. Do you actually kind of do work on behalf of your clients? Like what is the deliverable from your end?

Arias WebsterBerry: All of the above. I have three separate companies that do all of those things. So, um, you know, kind of at the beginning of the the process is what we have, uh, one of my businesses is called Launch Ignition I and it is a system that is designed to help people build businesses, how to structure them, sequence them, and get them ready to scale to six figures and beyond. And then we have Ignite Funnels, which is a all in one business management and marketing system. So you know, your website, your payment processing, email, text marketing, all the different things. And we help people build those, set them up, customize them. And then once you have that machine built, well then my agency Webster Marketing, we help to drive traffic and convert that traffic into leads. So, you know, whether you, um, have a business idea and you need help fleshing it out and turning it into an actual business. If you have a business set up and maybe it’s got a lot of manual processes and not a lot of, uh, customization or automation, then, you know, Ignite Funnels is great for that. And if you’ve got those two pieces in place, but you still are not seeing the results that you want in your business, well, Webster marketing can help you generate traffic and turn that traffic into revenue.

Lee Kantor: So now let’s talk a little bit about AI. You mentioned it earlier. How would you go about kind of leveraging AI right now? Is it primarily on the creating content side, or can you use it in all kind of the pillars that you had described of your organization? Could you. Could you use AI to, um, you know, create eyeballs to your content or is it just for creating the content?

Arias WebsterBerry: Uh, we utilize AI and basically every part of our business. Um, you know, uh, logic has an AI component at its center and it’s core. Uh, with ignite funnels, we utilize it to, um, automate messages and analyze data and respond to people. We also use it to help create, uh, funnels and websites. Uh, and then on the agency side, we build very complex, um, chat bots and um, uh, AI enabled chat bots and in omnichannel, uh, conversations. Um, and then we also use it for engagement. Right? We use AI to analyze data. When we’re running ads. We use AI to, um, elicit responses from people. So, um, the great thing about AI is, you know, it’s about precision, personalization and performance. You know, it allows us to move from guesswork to, uh, data driven decisions, and it ensures that every one of our marketing moves is purposeful and precise.

Lee Kantor: Now, is it possible to kind of grow and scale a business in today’s world without using paid? Can you just rely solely on organic?

Arias WebsterBerry: Uh, absolutely. There are lots of people that do it. Um, you know, it’s just and this is this is the part that that nobody really wants to talk about. Are you actually that That’s interesting. You know, if you’re if you’re not going to pay to play, if you’re not going to pay for a certain number of people to see your message and you want people to find it organically, is your content good enough to to make people want to opt in? You know, do you create things that are valuable enough, entertaining enough, informative enough that it makes people of their own free will decide to watch you instead of, you know, uh, Paris Hilton or Beyoncé, right? Uh, do they see that in Scroll Pass and look at yours? Click engage in want uh, to come back for more? And if it’s not, well then you probably need to go with that.

Lee Kantor: So how would you go about if you were um, say that business coach out there and you were creating this authentic content, which I’m sure you’re a believer, right? The content has to be authentic. It can’t be just some make believe thing that doesn’t connect with you or your business, so it has to be somewhat personal and authentic. How do you like what’s the low hanging fruit for that individual? What like where would you begin a content journey?

Arias WebsterBerry: Uh, like I said, just your origin story, right? Uh, whether it’s, I mean, whatever approach you decide to take, whether it’s comedy or drama or, you know, somewhere in between, I think it’s very important for you to get your story out there. Um, you know, are you telling me that you are, uh, the greatest coach in the world? Um. That’s great. There’s a million of you on YouTube, TikTok, Facebook, Instagram, uh, in your local networking event that are saying the exact same thing. Uh, what separates you from them in that the the the that separator is your story, right? What did you go through that qualifies you to be the person that can tell me anything. Literally anything. Um, you know my story. Uh, I came from nothing. I, I have been homeless. I’ve been bankrupt. I, um, you know, come from a single parent home. Uh, I lost my father when I was, like, 14 to police violence. You know, I had nothing. I had no support system. But somehow I’ve been able to build three, you know, seven figure businesses. Uh, I’ve been able to teach myself coding in websites. And now I have 27 employees on three different continents. Uh, if somebody asks me how or why I feel I’m qualified to teach you about entrepreneurship or why they should listen to me when it comes to scaling a business, well, you can just look at my track record and everything I just said is is valid.

Arias WebsterBerry: You know, you can validate it. There’s proof online, right, that everything that I’m saying is true. You know, we’ve helped generate over $112 $12 million in revenue for our clients. Those are the things that’s that’s my story. That’s where I come from. Those are the things that I’ve done. That’s where rubber meets the road. And I think that a lot of times when people are creating content, uh, they don’t want to get into that. Right? They want the fluff. They just. Oh, hey, look at me. And my kids were out for, um, a walk with our dogs. And, uh, hey, here’s a flier of my business and my products and my services you should buy from me. Nobody cares. Right? They don’t want to know what you know until they know that you care. Uh, and they know that you care. If you can level with them and be honest about where you come from. Good. Better and different.

Lee Kantor: Now. I mean, now that you’ve established yourself and have a track record of success, it’s easier to kind of lean on on that. How would you have done it at the beginning, or how did you do it at the beginning, when you didn’t have that, when you were homeless, when you were bankrupt, when you didn’t have maybe the industry connections you have now. Um, how do you build before you have established yourself as an expert like you obviously have?

Arias WebsterBerry: That’s a great question. And honestly, if I could go back, I would do what I’m about to tell you now. I would document the process. I, I fell prey to thinking this, this antiquated mode of thinking that I need to have it all figured out. And I have to have the fancy car and the big house and, you know, the celebrity friends and, you know, the seven figure, uh, bank account before I can advise people. And the reality is, nothing could be further from the truth. You going through the process and documenting it and publishing it as you go is your track record. It’s the way you bond yourself and bond your audience to you by giving them a peek and a window into the process as its, you know, showing the building of the thing, whether it’s a product or a service. You know, and showing the winds along with the losses, telling people, hey, I’m going for this really big opportunity. We got a big meeting with these guys and we’re about to go in. Hey, wish me luck. Let’s see what happens. And then, you know, maybe you film, uh, maybe not the whole thing, but, you know, kind of the camera outside and you sit and waiting and going in, and then you coming back and telling your audience we didn’t get it.

Arias WebsterBerry: They decided to go in a different direction. Man, that sucks, right? Most people are living in that space of loss and failure, right? The reality is, if you’re a business owner, you’re a salesperson. Most salespeople strike out, you know, 8 or 9 times out of ten, but no one’s documenting that. And when you can show people that they believe you. They see the progress. They see the progression. If they’ve been following you for a couple of years, they remember that first big loss. They remember your first big win. And when it comes around, time for them to actually want and need your services, you don’t have to convince them that you know your stuff. They’ve been watching. They’ve seen you build the thing. They’ve seen your ups, downs, highs, lows, and they know that you are in this to win it right. You actually have a passion. You have a, a a real purpose driven, um, reason to do what you do. And because they’ve been watching it, there’s no doubt that you will give them your all because they’ve seen you do it for others.

Lee Kantor: Now, um, you mentioned the sharing behind the scenes. Now you’ve shared a little bit about building in public. Um, what is the platform you would recommend to a business coach? Is it, um, some video centric thing? Would it like. Is it possible to do this, uh, with text? Is it possible to do with images? Does it have to be, uh, video content? And if it is video. Does it have to be, like on a TikTok or a YouTube? Where would you, um, kind of build if you were this business coach and you were willing to be vulnerable enough and humble enough to build in public, like you’re recommending?

Arias WebsterBerry: Yeah. I mean, I would say, um, I’m going to, uh, not not give you a binary answer. I’m going to give you two things. The first thing I would say is go where you naturally gravitate to. Um, because if you’re not good with the platform, then you’re most likely not going to do it consistent enough to see any results. So, um, go somewhere that you actually plan to spend some time right in somewhere where you feel you can be consistent. So that’s the first thing. The second thing I would say is, you know, try to be, you know, a little intelligent with it. Uh, you know, if you are a, say, a coach and you’re targeting, um, retirees that are, that are going after their second hobby business, right? They’ve already retired once, and now they’re creating a hobby business. And, you know, Snapchat probably isn’t the best place for you. I don’t know any 50, 60, 70 year olds that are spending a whole lot of time on Snapchat, right? So a little bit of common sense helps. But, um, if I had to give you a place, I would say YouTube is a really good place. Um, because, you know, YouTube is the second largest search engine in the world. Uh, and the way the algorithm is set up on YouTube, it is amazing at finding people that are interested in your particular topic. Right. And most people that get on YouTube, um, once they start liking things, the the algorithm pulls, brings people back to you. Right. Youtube is is one of those things that it definitely works as a search engine, very much like, you know, Google Ads or Google in that people go searching for things and then the platform just shows them more of what they’ve searched and liked. Um, so if you publish there and you know, you do a good job with your descriptions and the captions, you can, uh, not only educate people in, you know, show them your process and, uh, your origin story and a little window into your world. But you can actually, you know, actually get people to click out and generate leads out of it.

Lee Kantor: So if I was this business coach and wanted to grow and scale and maybe I’m frustrated where I’m at, where is the entry point in your world? What is the first thing I should be, um, looking to if I want your help.

Arias WebsterBerry: Um, the first thing I would say is, is, you know, put together a budget. I can’t tell you how many conversations I have with businesses and those that are even, you know, well established. I’ve told this story before, but I met with the homebuilder, um, here in Dallas. They’ve been around for close to two decades, and I, they make, uh, I don’t know, 20 million a year. And I remember sitting down with the, with their team and finding out that they don’t have a marketing budget. I was floored. It’s like you guys have been around for how long you’re making how much money, and you guys don’t have a marketing budget. That’s wild. Um, so I would say that the first thing is just sit down and earmark some money. Right. And most people don’t really know, uh, how to do that, but if you’re in business to business, you should be spending about ten. Or earmark 10% of projected revenue towards marketing. So you plan on making $1 million this year? Uh, you need to plan on spending around 100,000 this year on on marketing. So that’d be, you know, somewhere around eight, $9,000 a year.

Arias WebsterBerry: If you’re in business consumer, you should be spending anywhere from 15 to 20% on marketing. So same scenario. You’re trying to make $1 million. You need to put 150 to $200,000 aside, or that’s what you need to plan and budget for, uh, over the course of a year. So if your goals aren’t as ambitious, you’re just trying to do maybe 120 K, uh, this year you’re trying to make 10,000 a year. Well, great. Um, you know, put 10 to $15,000 aside or roughly around $1,000 a month. And that should be your your budget. That’s, you know, graphics, social media, video creation ads, you know, all those different things. See how much you can fit into that budget. And, um, you know, very much watch the return on that and see, you know, how much business you’re able to generate with that money. But I think the biggest thing is most people won’t take the time to sit down and actually put, you know, some money aside, uh, to, to give themselves a decent shot of success.

Lee Kantor: So what is a story you can share, maybe with a client that you were working with, maybe share what the challenge was they had before they started working with you. And then when they work with you and how you were able to help them get to a new level, obviously don’t name the name unless it’s okay, but just the problem and how you were able to help them grow.

Arias WebsterBerry: Yeah, I’ve got a few. Um, uh, we actually just, uh, we had a luxury travel company, uh, that had been around for a few years, but again, they had never really put together a marketing budget. Uh, they were getting a good amount of traffic, uh, as far as, you know, views and stuff on Instagram. But they were having a really hard time translating that into revenue, So they looked great online. Right. Amazing content. You know, lots of people engaging, but it wasn’t really transferring into actual revenue. Um, and what we found is that they did not have any lead magnets, right? They didn’t have anything that they could give away to their audience in order to get them to move from, hey, you’ve got a really cool reel on Instagram to now your name, phone number and email in my system that I can reach out to in and, you know, have a conversation with about coming on a trip. So first thing we did is build out some lead magnets. We built out a whole, um, um, program that allow people to get early access to trips. So they got, um, access to purchasing trips early. They got discounts on on trips, and they also got a couple other perks. And that was the first lead magnet. We built out a funnel for it, a landing page, in order to collect the information, uh, that helped us generate. So they in their five year period. I think they want. I think they had maybe, uh, 500, maybe 600 leads, um, in, in their database over like a five year period. We generated that much in the first two months of working with them. Five, 600 leads. Uh, and then from there we went into ads. So we started running ads, and we generated over 167 leads inside of three weeks for them on the ad side, um, which, you know, had a profound impact on the amount of people that they had a chance to pitch and ultimately the amount of people that that, um, ended up booking.

Lee Kantor: Now, um, when you’re working with a client like that and you’re helping them kind of put together these systems, is it something that you’re explaining to them, you should do this, and here’s how. Or is it like they’re just paying you and then you’re building this all out on their behalf?

Arias WebsterBerry: Um, the latter. So. Well, I mean, we have to explain it to them, right? We’re it’s costing a lot of money. They’ve got to understand exactly what we’re doing and what the inputs and outputs are. Um, but for them, we just built it. All right? We built the. We rebuilt the website, we rebuilt funnels. Uh, we came up with programs, the branding for it, uh, the graphics, the, uh, reels, the, the, um, ad campaign, you know, we we truly built out the entire thing, uh, based off of what we knew they needed.

Lee Kantor: So was it done for you? Service?

Arias WebsterBerry: Absolutely.

Lee Kantor: And is that how all of your services are, or do you have some do it yourself. Do you have some? Do it with you do or is it only do it for you.

Arias WebsterBerry: On the agency side, it’s all done for you. Um, you know, for those that go through our launch ignition system, um, we do have the ability to do some of the things with with you. Uh, which is great, because what we, um, done for you and done with you. Because I think a lot of times, Um, marketing doesn’t work even with agencies, the people that go to agencies because they don’t have enough information. They’re not educated enough. So, you know, assuming you have a good actor right in the in the space and they’re they’re a reputable company. They know what they’re doing. They get results. Um, a lot of times clients won’t give it enough time to work or they’ll insist on certain things because of, you know, some random video they saw on TikTok or Instagram. So they’re constantly switching the strategy or the, um, channel or the budget. You know, they’re moving things around without giving it enough time to actually work. So when you kind of work with someone or do it with them or allow them to do some of the things themselves, it it gives them the benefit of that education so that they have enough information to make good decisions.

Lee Kantor: So who is that ideal client for you? Um, are they enterprise level companies or do you work with smaller startups or is it only the big guys?

Arias WebsterBerry: Yeah. When it comes to launch ignition, we typically work with businesses that are at the beginning of their journey, right. They’re building a business or they’re in their first three years. So, uh, we we typically like them to go through launch ignition first so we can, you know, take them through the full lifecycle to truly building a scalable business and all the back end digital infrastructure that they need. Um, you know, for those that have been in business a few years or maybe have already hit their first, you know, six figures and they’re doing that regularly. Um, Webster marketing works really well. And even if you’re kind of getting started, some of our social media packages, you know, that started a few hundred bucks or are a good fit, you know, even if you’re just getting started. So, um, you know, we we serve we have, um, you know, $100 million clients, right? Large hotel chains, uh, down to individual, um, you know, beauticians, uh, and makeup artists. So, uh, we have packages and, uh, services that that, you know, can basically fit any budget.

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

Arias WebsterBerry: Uh, they can go to Webster Barre marketing. Com so Webster, Barre, Webster like the dictionary, and then b e r r y marketing. Com or you can just Google Webster Barre marketing.

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

Arias WebsterBerry: Lee, thank you for having me. And, um, I appreciate it. It was fun.

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

Tagged With: Arias WebsterBerry, WebsterBerry Marketing

Beyond Financial Planning: The Essential Elements of a Successful Retirement

August 8, 2025 by Jacob Lapera

High Velocity Radio
High Velocity Radio
Beyond Financial Planning: The Essential Elements of a Successful Retirement
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In this episode of High Velocity Radio, Lee Kantor is joined by Lisa Fanto of Retirement Compass, a consultancy specializing in non-financial retirement planning for executives and business owners. Lisa discusses the emotional and practical challenges of transitioning from a high-powered career, including loss of identity and social connections. She explains her personalized coaching process, which helps clients create actionable, written plans for purposeful, balanced retirements. Through client stories and practical advice, Lisa highlights the importance of mental, physical, social, and emotional well-being, empowering clients to navigate retirement with clarity and fulfillment.

Lisa Fanto is Founder/President of Retirement Compass, LLC, a coaching practice specializing in retirement transition, located in Atlanta and St. Simons Island, Georgia. She provides coaching to individuals and couples, as well as in partnership with financial advisors and companies. She assists those who wish to be proactive in creating a thriving post-career life, by replacing their work identity, intentionally allocating their time and resources, staying relevant and connected, as well as physically and mentally active.

For twenty-five of Lisa’s forty years in business, she guided large corporations at a C-suite level achieving a reputation as a trusted advisor, effective communicator, and decisive leader. As a partner and Senior Officer of Human Capital serving multiple industries, her goals were driving productivity and business value with growth and change management initiatives, leadership development, culture and engagement enhancements and succession planning.

Her personal retirement quest to develop a balanced approach to her next life chapter, engaging head, heart, and hands as the framework for a purpose filled life, was the genesis of her coaching practice. This journey, in addition to her formal professional training and research, multiple assessment certifications, and previous C-suite experience, has given her a robust perspective on life, work, and happiness. This has created a passion to share this powerful knowledge and process, fulfilling a largely ignored need in assisting others to navigate beyond the dollars and cents.

Connect with Lisa on LinkedIn.

What You’ll Learn in This Episode

  • What are the primary elements to curating a successful and thriving retirement. And what is the science behind these element

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 hear another episode of High Velocity Radio and this is going to be a good one. Today on the show, we have Lisa Fanto and she is with Retirement Compass. Welcome.

Lisa Fanto: Thanks, Lee. It’s great to be here.

Lee Kantor: Well, I am so excited to be talking to you. For folks who aren’t familiar. Can you share a little bit about Retirement Compass? How you serving folks?

Lisa Fanto: Sure, I’d be glad to. Retirement compass is a consultancy which is focused on providing personalized guidance for non-financial retirement planning and of course, the lifestyle adjustments that go with that. So it’s designed with a C-suite executive in mind, and the coaching program integrates all types of strategies for successful aging in this next 20 to 30 years of a person’s life. And so we deal with things like mental acuity and physical well-being and social engagement and relevance, which all, of course, results in greater, um, emotional resilience. You know, at the end of the coaching session, my clients walk out with a plan, like a real written plan like your financial advisor usually has. You walk out with a notebook, notebook, this you walk out with a plan and it’s to help people live purposefully. It’s retirement is such a time of great self-discovery, and I certainly encourage that through our our work together. What I found is that the transition for the C-suite executive, or maybe a business owner who’s selling their life’s work, it can be incredibly difficult. Their whole identity is wrapped up in that. And in fact, there’s a there’s a term that defines that. It’s called psycho professional gravitation, and it’s a real thing. Um, Arthur Brooks talks about it extensively in his book From Strength to Strength. And it, it it’s the pain that people feel as they are detaching from that identity and all that, a prestige that they achieved and the perks and then how emotionally attached to them. So it’s it’s real and it can be very effectively addressed. It’s like I tell potential clients, who are your guys out of the C-suite? It’s like you would not start a new business, launch a new venture without a business plan. So why would you go into this next part of your life? That could be 20, 30, or 40 years without a written plan.

Lee Kantor: Now, at what point do most of your clients realize they need a coach to navigate this next chapter in their life? Is it something that they are proactive and they are thinking about right before they retire. Or is it something that happens that is a trigger after they retire where they realize that, hey, maybe I need some fresh eyes on what I’m doing here.

Lisa Fanto: It can be both. I have seen people who are a year away, 18 months away, and they may be talking with their financial advisor and say, you know, I feel really buttoned down financially and this is going to be fine, but I have not a clue what I’m going to do with my time. And they begin. It’s that reality of what, when they’re not going to an office every day looks like. Or as I had one client tell me who was he had sold a very successful business and he said, you know, Lisa, two rounds of golf and three martinis every day is not cutting it. There’s got to be more. So I see folks both before and after.

Lee Kantor: So at the heart of their I don’t want to say struggle necessarily, but it sounds like it is a struggle at some level. Is is kind of, um, a purpose based, uh, angst that maybe they’re missing out on something.

Lisa Fanto: Yes, yes. You see. Um, there is great emotional attachment to being, um, senior vice president of enterprise company. That’s a fortune 500. And so when you walk away from that, um, that void is I’ve used, I’ve had people call it an abyss. They tell me it’s scary. Um, so it really is what’s my next purpose? And my coaching takes them through a series of of exercises that, um, helps them replace all that. And in many cases, it’s not just the identity and the time allotment. It’s. I’m leaving my tribe. Do I have close? Do I have real friends or do I have dual friends? Um, what about maintaining my mental acuity? Suddenly I don’t have 100 things an hour coming at me to deal with, uh, what happens? And in that void, by the way, you know, things begin to slip. So you have to establish a new plan to address all of those different elements, and they need to be balanced. And that really is the gist. The gist of the coaching is a lot of, um, uh, my clients tell me really easy questions with very hard answers.

Lee Kantor: Well, you kind of painted the picture earlier when you said you had a client that they’re why before they retired in their head was, I’m going to play golf and I’ll be, you know, every every day is Saturday. And then they realized that that you know, that’s too many Saturdays. You know, I need I need some other things going on. And they realized the why wasn’t really big enough F to encompass all the hours, because every day you have to do something.

Lisa Fanto: That’s exactly right. You need a purpose. You need a reason to get up in the morning. Um, ideally, you need people in your life. You need to be taking care of yourself physically. You need to be doing something that challenges you cognitively. Uh, and there’s a number of different ways to do that. Um, so and they’re all the the fascinating part about this is they’re all intertwined. Um, and they all support each other, which is why they need to be balanced. Um, it’s like relationships and friends, right? So everybody who’s been in business for a long time has deal friends. But do you have real friends? And there’s a big difference. I have you have everybody I know has a contact list with hundreds of people on it. But who do you really call if there’s an issue? Um, and then how do you cultivate those? Because many times individuals in the C-suite have spent so much time at work that they have neglected those relationships, either with family or outside friends. So it’s a it’s a multifaceted approach because usually the the symptoms show up in all of these different areas.

Lee Kantor: Yeah. And it’s funny because probably during their career, they were in some ways proud of the fact that their work was so important to them that they didn’t maybe have time to have a social life. They didn’t have time to work out and do all the healthy things they should be doing. But now they have that time, and it’s just reallocating that time to to what the priorities are for this next chapter.

Lisa Fanto: That’s exactly right. And what I find is that, um, if you have a written plan and the client puts it together, that is your commitment to yourself, right? They develop those objectives and goals in each of those areas. And so when you sign off on that, it’s that commitment to yourself. And I’m going to do this. Of course they have me as an accountability partner. Um, because I check up on everybody but and continue to follow them for, for years. But um, but that gives them, um, a compass. It gives them a life guide. Um, so you know what you’re doing when you get up on Monday or Friday or Saturday or Sunday. And that, uh, there’s great comfort in that. And there’s also great reward in that.

Lee Kantor: So how do you structure your coaching? Is it one on one? Is it group? Is it online? Virtual? Like what? What is your specific coaching style?

Lisa Fanto: I, um, I only work one on one. Uh, the as I said, the my clients tell me that the questions are so easy and it’s the answers are hard. And I get into and hear all kinds of very sometimes deep and personal things. Um, so I find that the best work needs to be done one on one. Um, I like doing it in person. If I’m based out of the Atlanta area or the Georgia coast. Um, but I do, uh, have teams calls with clients who are all across the United States. And I find as long as it’s one on one and they’re comfortable with the technology, it works just as well. And each session is 90 minutes.

Lee Kantor: And then in each session, is there a pre-work before the session or is it. Um, you know, it’s like, hey, how did you know? How has it been since the last time we talked? Kind of thing.

Lisa Fanto: Um, a little of both, but. So we do a lot of catch up work, but they have a number of exercises that need to be completed between our sessions. And between sessions is usually 2 to 3 weeks. Um, some of them, um, I even suggest to them that they do over time. There are multi questions, multi-step questionnaires that build on previous answers. Um, so there’s a lot of work offline. Um, and what I find is that, you know, it’s, you know, it’s just like any other thing in your life, what you put into it, you get out of it. Um, and so I’ve had people write me War and Peace, and, um, those clients generally are the folks who’ve really dug deep and come back to the come back to our sessions with real revelations. And I’ve had people who just give me one word answers. So but ideally, if you’re willing to work at it. Although this is not therapy, um, the outcome is very profound.

Lee Kantor: So when you’re asking easy questions that are maybe have hard answers, how are you kind of discerning the difference between coaching and therapy? Because therapy, you know, do you ask questions that are easy, seemingly easy, but have hard answers? So how is your coaching kind of different than therapy, if kind of maybe the methodology is similar?

Lisa Fanto: Well, think about you know, coach takes whether you’re a golf coach or swimming coach or whatever. You take the client where they are right now with the intent of moving them forward to a better place, a better performance, in this case, a plan that will provide, um, a guideline for a vibrant life later. So if an individual and I are talking and we’re talking about, um, family relationships and they are estranged or they don’t have as good a relationship with a son or daughter that they’d like. I don’t go back and dredge up the whys. What I say is, let’s talk about what you want to achieve. And then based on these elements that we’re working on, how can you move forward with them. And so it’s just a different approach. Um, again, I’m not dissecting the reasons behind the lack of relationship with a, with a child only. How can we address it going forward? I think that’s also a safer space, um, for individuals that that don’t want to dredge that up. Um, it’s just about making it better. So it’s a, it’s it’s a fine line. It’s like when I work with couples occasionally and I’m not. I don’t do marital counseling. Right. We talk about how they can come together and create this thriving relationship and time together going forward. Um, although I will tell you, I have a I have a file where I have clinicians that I, you know, suggest that perhaps this is where they need to turn.

Lee Kantor: So when you’re asking them the questions, the answers tend to be more kind of practical rather than kind of esoteric.

Lisa Fanto: Um, it can be. So let me give you an example. One of the, um, early exercises that I use that, um, really is designed to elicit, uh, a client’s what they think the perfect, um, perfect retirement looks like or post corporate life looks like. And then also, what are their real priorities in life? So it’s four questions. And the first one is, uh, write down what the perfect day in this next chapter looks like, and then write down the perfect week. And inevitably people go, wow, it’s feeling like Groundhog Day, right? I am I going to do this every day? And then we shift. Because the third question is, you’ve been to see your internist, uh, for your annual physical. He calls you and says you have exactly five years to live from today. And my question from them is, what are you going to do with that five years? What are your priorities in those five years? What do you want to do? Um, as a humorous aside, almost always everyone says, well, I don’t have to worry about running out of money. I’m like, that’s true. So what are you going to do with the five years? And they begin to talk about that, and they write down the things that they want to achieve. The final question of the four is the tough one. And that is your doctor calls you and says you have 72 hours from right now. The question is not what you’re going to do. The question is, what do you regret having not done? That elicits all kinds of things, and the priorities of that person’s life are forced to the top because avoiding regret is an amazing motivator. Amazing. And the result of that exercise carries us the entire way through the rest of the coaching sessions, because that’s what they want to achieve. And I, you know, I hear all kinds of things. I hear things about relationships and having experienced things and, um, you know, so when I say I hear personal things, that’s what I’m That’s what I’m referring to. But it is. Regret is a very powerful motivator. Avoiding it is incredible.

Lee Kantor: So for most people’s retirements, where they have longer than 72 hours left on the calendars, um, and they want to get the most out of this. You mentioned several areas that they should be focusing on. I think they were, uh, their physical, their spiritual, their social and their mental. I think those were the areas that they should spend some time and resources in developing and spending time on. Is there any advice or, or maybe tips or activities they can be doing in order to kind of wring out the most juice from them? And maybe let’s start with social on this.

Lisa Fanto: Sure. Um, so so let’s talk about social for a minute because, um, your social. Tribe or community or slash relationships with people is critical. Um. There’s a lot of research that talks about how lethal loneliness is. Um, it’s known to shorten lifespan twice as fast as obesity. So it’s a very critical part of a person’s post-career life. Um, and we are, um, you know, we’re wired as human beings for connection. And, and without it, it’s, um, it puts both your brain and your body at risk. Um, in fact, loneliness also increases the risk of dementia by more than 64%. Isolation is a terrible thing. Uh, and some and a lot of times when individuals leave the workforce, they leave all of those relationships behind. Um, they may have them in other places, but they may or may not be well developed. And so leaving behind the workplace is a is a big step and a risky step. Um, you talk about wringing the most out of it. I think what I found most interesting is that you can address all parts of many parts of these within an activity. So, so for instance, um, you talked about physical. That’s one of the levers. So one of those interconnectivity for instance is an exercise regimen. Right. Um that would include weightlifting. That’d be awesome. Or running. That would be great. Um, because we know that the hypothalamus, which is responsible for memory, responds to aerobic exercise.

Lisa Fanto: You can join a running club, you can join a walking club, right. So you have your engendering new social relationships, which is critical because you are wired to need that. And at the same time you are exercising other parts, right? You’re literally your muscles, your lungs, which holds out a lot of other wonderful benefits in addition to your mental acuity. Um, let’s talk about, uh, staying cognitively sharp, right. That means challenging activities like chess or mahjong or learning a new language, or, um, learning to play a musical instrument, for instance. Um, do you know that playing music literally grows brains? I mean, it’s just it’s true. I have an eye neurologist. I went to a fascinating, uh, lecture of his, and it was all about, uh, neuroplasticity. So cognitively demanding exercises Is stimulates the birth of new brain cells, which nurtures mental acuity. But it also, let’s say you’re playing a musical instrument, introduces you to a whole new tribe of like minded individuals. Whether you’re playing chess or mahjong or maybe learning a new language. And so you have connections and social interaction. In addition to exercising your cognitive skills, which you need to do in these later years. So it’s like it’s this vast, beautiful tapestry. And that’s what the plan does, is we bring all these threads together and create objectives.

Lee Kantor: And um, and at the end result, you said they get kind of an action plan, a roadmap, so they can navigate these next years in a more productive, satisfying manner. Um, is that, um, Is that something that’s like they have it physically in their hand or they have it mentally now? Um, how? Because a lot of times, especially, executives have all kinds of plans that sound good. They have it, and then it sits on a shelf. How does this become kind of a living document that is useful day after day, year after year.

Lisa Fanto: Depending on the individual? Um, they can either have a written plan, a paper plan, something they can touch, put on their desk, write on it, make notes, put sticky notes on it, and many of them, um, to my surprise, actually want the paper. Um, it is available. Um, all of my exercises because I work with people, not in, um, Atlanta. Um, I have all electronic versions. Um, but many of those tell me that they take that electronic version and they print it out so that they have it. And I encourage them to put it someplace on their desk where they see it every day. Because most of these folks, even after they leave the office, have a home office, they have someplace where they sit down and they work through their emails or whatever. Um, and so it’s there. Um, they talked to me 90 days after their final session where we create this. And, um, I, of course, go through their objectives and we talk about how they are progressing and how it’s working for them. And I also encourage them that at least once a year. And and it probably needs to happen around New Years, is that they go back through the whole plan and they alter it. What worked? What didn’t work. It needs to be a very dynamic and living document. But yes, it is paper, it is tangible and people seem to really like that and find it, um, more compelling And more accountability.

Lee Kantor: Now, is there a story you can share that maybe illustrates how this could work for someone? Don’t name the name, but maybe explain the challenge they came to you with and how you were able to help them get to a new, more satisfying, fulfilling level.

Lisa Fanto: Um, sure. Um, so I had a gentleman from a, um, an enterprise company, right? Fortune 500. Um, he was contemplating retirement. Had not told his company yet, but was beginning to, you know, speak with his financial advisor about the transition. Um, he came from a company that has a culture of using executive coaches. So he reached out to me, found me, um, and had had an executive coach, so he understood kind of the process and the role of a coach. Um, we worked through all of this, and he, um, there were there were questions about where he and his wife would live. There were questions about, um, and he had he had adult children that lived across the country. Um, that he wanted to be closer to. There weren’t overt problems, but he just wasn’t as close as he wanted to be because he had worked his whole career. Um, you know, I hear things like, well, they’re really close to their mom and the rest of that sentences, and I wish they were close to me. Um, he had put off some learning, some things that he really wanted to do. And so as we worked through that and we put those steps in place, he came back, uh, the next for the last session and said, you know what, I want to work another year. I said, okay, That’s not that works. Um, he said, you know, they’ve they’ve talked to me about this new assignment, and I really like it, and it will be financially advantageous. So I said, good, let’s just pare back your plan.

Lisa Fanto: So you have smaller objectives. Let’s take your priorities. Uh, so, for instance, with your, um, adult children beginning to really nurture those relationships and bring them back to where you want them to be. Let’s go ahead and start making plans for this big objective that you wanted. And it was this pilot’s license, by the way. Um, I said, because you can do that while you’re working. Right? And he said, yeah. So he did that, and, um, and he said, I’m going to start talking with my wife about where we’re going to live. So we pared down his his initial plan document, his head, heart and hands, and he only had one thing in each column. We hit the hold button. Came back in six months when he was only six months away. Checked in. Said things were going great. Loved where he was. He did have a official date now, and I’m now waiting for him, um, to get closer to the end of this year of 25. And we will go back in and expand his three columns, his head hard in hand, to expand that balance because he knows where he’s going to live. He’s got his pilot’s license, um, and he’s in a good place with his family. So it’s it’s, um. It doesn’t always happen like that. Um, sometimes, you know, they’re on a track to retire and they retire on time. But the the coaching is designed to be able to just kind of flex with the individual and their situation.

Lee Kantor: And then you mentioned that the coaching has an end point like so this isn’t an ongoing coaching, uh, program. This is something that is finite.

Lisa Fanto: Yes it is. Um, my program is six sessions, 90 minutes each. Um, there are additional follow up sessions if the individual wants, um, with a separate fee. Um, but I will tell you that with each of my clients, um, you know, we keep in touch, right? There’s just a text. How are you doing? I saw this happy birthday. Just to reach out and check with them. And, um, that provides me with long term information to about, um, because, you know, candidly, my success is about is measured on my client success. Um, are they happy with the plan that they’re working? Is it flexible for them? Is it working for them? Have they in fact achieved a life in which they thrive? And so I follow up with them, um, informally, if you will, after the six sessions or if they want to get together and really rework the whole plan in January, I’ll do that too.

Lee Kantor: So if somebody wants to learn more, have a more substantive conversation with you. What is the website? What is the best way to connect?

Lisa Fanto: It is the Retirement compass.com, and that’s my website.

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

Lisa Fanto: Thank you so much, Lee. I appreciate you having me.

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

Tagged With: Lisa Fanto, Retirement Compass

Bridging Communities: How Veritiv is Redefining Corporate Social Responsibility

August 8, 2025 by Jacob Lapera

Atlanta Business Radio
Atlanta Business Radio
Bridging Communities: How Veritiv is Redefining Corporate Social Responsibility
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In this episode of Atlanta Business Radio, host Lee Kantor talks with Kat Reynolds, Senior Manager of Corporate Social Impact at Veritiv, a packaging and logistics company. Kat shares how Veritiv integrates social responsibility into its business through employee volunteerism, nonprofit partnerships, and creative use of company resources. She discusses impactful initiatives like the “Goodness Campaign” and emphasizes the importance of authentic community engagement. Kat also offers advice for companies and nonprofits seeking to enhance their social impact, highlighting the value of meaningful partnerships and employee involvement.

Kat Reynolds is a Community Relations Connector! She creates unique collaborations between corporations and nonprofits to help solve local social issues. For over a decade she worked in the nonprofit sector with United Way, The Alliance Theatre, Junior League of Atlanta, YWCA Georgia Women’s Policy Institute, GA Forward’s Young Gamechangers, Atlanta Women’s Foundation, and Corporate Volunteer Council of Atlanta.

Her favorite part of these experiences is the intersection of corporate, government and nonprofits in building transformational, sustainable solutions to local community’s most pressing needs. Her cross functional advocacy efforts proved successful when Georgia’s Safe Harbor Law was passed in 2015.

Currently, Kat is the Senior Manager of Community Relations at Veritiv Corporation, a fortune 500 company headquartered in Atlanta. She spearheaded a refreshed Veritiv Connects philanthropic strategy to advance programs that help individuals learn, grow, and thrive by investing in programs that support mentorship and sustainable communities. This includes implementing an online giving platform, expanding voluntarism across the U.S. and Mexico, and introducing new national nonprofit partnerships.

After only two years in the role, employee volunteerism has tripled, the donor advised fund increased by $3M, and matching gift contributions doubled. As a member of the Veritiv Cultural Alliance leadership team, she coaches employees in responsibly and respectfully giving back to their communities and instilling pride in giving WHERE you can HOW you can.

Before joining Veritiv Operating Company in 2022, she managed Mercedes-Benz USA’s Corporate Social Responsibility efforts. During that time, she implemented the Give Back employee program, expanded Greatness Lives Here, and introduced Curbside Caring during the pandemic.

One of her most memorable activations was the Girls Have No Limits campaign, which intended to break down gender stereotypes through female STEM mentorship (and race cars!). Under her vision, the company received recognition as the Atlanta Public Schools 2021 Corporate Partner of the Year.

She holds a Master of Arts in Arts Administration from Savannah College of Art and Design and Bachelor of Arts in both Speech Communications and Drama from The University of Georgia. She was honored as an Atlanta Business Chronicle Corporate Citizen 2023 Practitioner of the Year. Before working in the social impact space, she spent a majority of her career producing live theatre performances across the nation.

In her down time, Kat volunteers with The Junior League of Atlanta (13 years), is an Board member of Atlanta Corporate Volunteer Council, travels to a new country each year (30 and counting), and reports to her dog Pepper.

Connect with Kat on LinkedIn.

What You’ll Learn In This Episode

  • How do they serve as a connector between companies and nonprofits
  • How she design the Veritiv Connects program
  • How do they identify what nonprofits to work with

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 in. This is going to be a good one. But before we get started, it’s important to recognize our sponsor, CSU’s executive MBA program. Without them, we couldn’t be sharing these important stories. Today on Atlanta Business Radio, we have Kat Reynolds, who is the Senior mMnager of Corporate Social Impact at Veritiv. Welcome.

Kat Reynolds: Thank you. I’m so happy to be here.

Lee Kantor: Well, I’m excited to learn what you’re up to. For folks who aren’t familiar. Can you share a little bit about variety? How you serving folks?

Kat Reynolds: Yes, variety is a packaging and logistics company, and we service customers and suppliers in the United States and across Mexico. So you might see our trucks driving by. And I like to tell people that when you go to big box department stores where you might get your makeup or your shampoo, you might be purchasing design boxes from us that you don’t know about. So we do custom design also.

Lee Kantor: Right. It’s one of those companies that everybody is using, but no one knows that they’re there.

Kat Reynolds: That is exactly right. When I got here it’s a B to B company business to business. So it was a little different for me coming from direct to customer. In corporate social responsibility took me a while to wrap my head around very different.

Lee Kantor: So let’s talk a little bit about your role. How does corporate social impact kind of weave into the mission and purpose and the DNA of narrative.

Kat Reynolds: Well, Verda strongly believes, and I do. So I say this with authenticity, is that we need to do good work in the communities where our businesses are located and our employees live. If we’re not giving back and filling up the bucket of those companies, what are we doing? So my role is to help Verda continue to have a presence in those areas, and also perhaps to give presence through specific strategic and responsible donations, sponsorships and, uh, engagement, our skills and talents.

Lee Kantor: So, so how does that work for you? Kind of on a day to day basis, like what is a day for Kat look like?

Kat Reynolds: My colleagues will tell you that they can they can see what I’m doing and expect what I’m doing based on what I’m wearing that day. So I say that our philanthropic program is Vertov connects narrative, connects overseas volunteerism, um, public relations as it relates to social impact. We also see oversea corporate giving matching gifts and our philanthropic platforms for our employees, of which we have nearly, um, 5 to 6000. And so a day could be if I’m wearing a volunteer shirt, that means we’re going out in the community. If I’m wearing a business suit, I could be on a panel doing interviews, uh, doing site tours with nonprofit partners. Uh, but at the end of the day, there should always be a touchpoint with one of our variety of locations and a community partner.

Lee Kantor: So how does that kind of permeate all the employees we have here in Atlanta? Do they get to raise their hand and say, hey, I have a suggestion of a nonprofit we should support or like, how do you get there? Or they or they can volunteer, I guess, at one of the events that you guys are helping.

Kat Reynolds: Uh, yeah. So there’s I’m thinking three different ways to do that. So we have national nonprofit partners. They are Boys and Girls Club of America and Feeding America. We also engage with the Mexican, uh, equivalent, uh, Mexico food banks. And then there are Boys and Girls Club equivalents in that, uh, country. So all of our employees can go there. So we have a breadth and depth of engagement opportunities that are in all of those clubs and food banks underneath the umbrella of the Feeding America landscape. So that’s one way people can be engaged on their own time, um, at their own free will. My second point is, on their own time in 2024, we implemented volunteer time off. So every full time employee gets eight hours to use per year for volunteerism at an organization of their choice. So we wanted to give, again, free will ownership over how you engage and when and where you engage as an employee. And then yes, we do also create company wide events. And we usually do that during the month of April, which is National Volunteer Month at variety. If we celebrate October in October, where everyone donates men’s, children’s or women’s socks. And then those are distributed to nonprofits across our footprint that engage in rehousing or rehoming families or individuals. So last year, we raised 26,000 pairs of socks. Uh, so there’s a low barrier to entry, and, uh, people can take part if they will.

Lee Kantor: So let’s talk a little bit about your career in corporate social impact. Um, what drew you to them?

Kat Reynolds: Mm. Great question. Um, I’m going to go back to when I was a kid. Uh, so I won’t tell you how long ago that was, but my favorite Disney movie was Robin Hood with the little fox and the chicken that was made, Marion’s nurse. And, um, I always remember the fox Robin Hood helping the poor or the other little animals that were in the jail cell and helping distribute the money at the church with Friar Tuck, who I think was a gopher or something. And Mary Poppins also really influenced me in finding the good in everybody. And I remember Mr. Banks having, uh, a moment where his heart grew so big that he just quit his job at the bank and went out and flew a kite. So I think those two moments really influenced me that everyone has an opportunity to do good, and we can find the ways to do good for each other. Um, because on any other day it could be me that needs the help. And it has been in my life and I’ve received help before. Um, so I’d like to pay it back and pay it forward. So that’s my emotional reason why. Um, but there’s also a whole resume behind that. That, um, started in an unusual place.

Lee Kantor: Now, what advice would you give somebody who, um, is maybe trying to take the mantle of, uh, corporate social impact, uh, executive at their firm? Maybe they don’t have the resources that you obviously have. Imperative. But their heart is in kind of a similar place. Like, how would you begin crafting a social impact policy or just that type of energy at an organization that maybe doesn’t have an individual like yourself that is, you know, on the payroll to do this role.

Kat Reynolds: That’s a really good question. In I was hired in 2022. So before that narrative did not have someone on the payroll. And I would say to a company that wanted to stand that program up that the resources don’t always have to be cash funding or overhead cost. Uh, when your program gets going, that isn’t necessary. Tool. Uh, but the will and the want and the unique superpower that your company can give is the resource you need to start with an example for narrative. So we do packaging design. And I tapped the packaging design team the team of a team of industrial designers. Hey, would you all ever be interested in creating a packaging design for, say, Girl Scouts of Georgia or a United Way Back to School? Receptacle box. And they said, yeah, that’d be great, because we can use our design and creativity the way that we want to without necessarily being beholden to a template, um, or marketing color schemes that have been created for them. So that allowed them to use their creativity. It didn’t cost us anything technically, except for time. Um, and then we would print and we did this for Girl Scouts, and we’re doing this for United Way, and we’ve done this for Georgia Alliance Lighthouse Project, creating custom design packaging that we print and shipped to them. So it’s not a super heavy lift on our cash resources or our employee time resources, but it’s super valuable for the nonprofits who likely don’t have packaging design as a line item in their budgets.

Lee Kantor: And it aligns with your superpower. What Meredith does.

Kat Reynolds: Right? Um, if I could if I could delve into that a little bit deeper, would you mind? Sure. So that was a successful campaign with the Girl Scouts. And so I said, let’s call that Designing Goodness. And then someone asked us for toilet paper during Covid. We had some toilet paper in our inventory that was not being used, interestingly enough. So we were able to donate that amount of toilet paper to an organization, and we delivered it to them. And I said, huh, could we do that with other inventory that we might have that we can distribute to a local nonprofit? Thus delivering reign goodness came to fruition. And the third piece of our pillars is deploying goodness. And that’s where the volunteerism aspect comes. So we have now created a full goodness campaign. So designing, delivering and deploying goodness is where we will put our stake in the ground for what resources and talents we can give.

Lee Kantor: And the impact is real. Like you see the results of these kind of efforts probably every on a regular basis, right?

Kat Reynolds: Absolutely. And the breadth of the nonprofits that we’ve partnered with for delivering goodness that’s giving inventory from our warehouses that is non usable, not because it’s broken. It was maybe extra inventory. And so we have distributed last year to 44 different nonprofits and over $1 million worth of inventory. Convoy of Hope Salvation Army habitat for humanity is local schools, animal shelters. Take all of these items and use it for very unique things. It has also turned into an opportunity for evergreen disaster preparedness instead of reactionary after disasters. So there’s a lot of cleaning supplies and facility solution items that we are able to distribute. That really helps when those disasters strike.

Lee Kantor: So how do you identify which nonprofits to work with?

Kat Reynolds: That is the chess game of research. Um, it is different for designing and delivering and deploying for deploying goodness or volunteerism will always prioritize Boys and Girls Club, Feeding America, Junior achievement, um, and environmental organizations. Hyperlocal to Atlanta is tres Atlanta. Uh, but others that come to mind. Ah, keeping America beautiful or, uh, the conservancy programs or, um, river keepers and different chapters. So we prioritize and then see what is needed in our communities. And designing. Goodness, that’s the packaging design. If a nonprofit taps us on the shoulder, it’s first come, first serve. And we will only design for one nonprofit per year, one project per year, because it does take quite a long time from beginning to end, but delivering goodness. This is where we have variety of cultural allies. So our boots on the ground, um, project managers for all things good in every location for varied. And I say, listen, I don’t live in Iowa. Can my VCA ally in Iowa recommend a nonprofit? If Boys and Girls Club are feeding America cannot accept the inventory. And so that’s where a little bit of ownership, um, and self-selection and, uh, pride in unique communities and what those communities need and provide for our employees.

Lee Kantor: Now, in addition to the, the stuff, the, the three dimensional items that are are being kind of produced for these folks. There’s also kind of the, uh, IP, the intellectual, uh, information that you’re sharing. How do you identify which experts within your organizations to help those nonprofits? Um, you know, with that side of the business, just the brainpower that you all have there. Imperative.

Kat Reynolds: Yeah. So this is where finding your internal champions, in your internal advocates come into play. Uh, going back to your question about standing up a program without a lot of resources, if you have the person within the building that has the passion to do these philanthropic efforts, Find your advocates at a senior leadership level, and then have them recommend those subject matter experts to you. Um, so that kills a lot of birds with one stone. Um, so you get advocacy. You’re sharing what you’re doing and management knows about it, and then it’s a trickle down. And the person that they recommend to you might take this on as a project, which then that person could use in their end of year reviews. Um, as a other assignments, uh, as assigned um, or other responsibilities as assigned, but using it as feather in their hat at the end of the year, of how they can highlight their skills that they might not be able to use on a day to day basis.

Lee Kantor: Right. So it becomes a win win win all the way around?

Kat Reynolds: I think so.

Lee Kantor: Now, um, you mentioned boots on the ground. How many locations are there for relative. You mentioned the countries America American and Mexico, but like kind of in the state by state. Is there lots of narratives all over the place?

Kat Reynolds: Uh, change is a constant, but I have a number in my head, about 150, what we call VCA allies. And there might be multiple allies in a location with a large headcount. Uh, for example, Atlanta might have four vertical allies. Um, so we we have upwards of 150 to 170. And we communicate we the VCA leadership team once a month and let everyone know these activities are happening. We need your help. Or this is the result of the wonderful work that you have been doing. Um, and so providing and training and teaching since I am just one person. Um, and then exciting people and empowering them to go do the work is a big piece of, uh, leading without authority is another skill set for a CSR professional or corporate social impact professional.

Lee Kantor: So, um, how do you kind of share this impact that you’re making throughout the company? Is it something that like, how do you evangelize? Hey, we’re doing all this work that I’m sure when you do that, you’re attracting other people that are like, hey, I want I get help. You know, it’s one of those things that builds on itself.

Kat Reynolds: I think it goes back to culture and having the right people in the right spaces, the exporters, if you will. Um, we also have a rewards platform called Bravo. So when people do really great things, uh, we can gift points that are redeemable or transferable as donations. Often some people’s love languages gifts. So that’s the way to fulfill that. Some people’s love language is words of affirmation. That’s mine, for example. And so if someone says, great job, cat on a webcast. In an email, um, in front of someone else. Uh, that’s a great pat on the back. So continuing to inspire. Um, I hope I answered your question there.

Lee Kantor: Yeah. Well, I mean, having so many allies throughout the country, I would imagine that allows you to maybe, uh, spot some trends in what each of these different regions or sectors need. Is there some intelligence that you are all able to to gather just by having so many folks on the ground serving those, uh, through those nonprofit partners?

Kat Reynolds: So I’m thinking of two answers here. One is data. And so we do have a philanthropy portal that helps us grab a lot of data of how many people are volunteering, where in what city, what time of day, what types of organizations are they not only volunteering with, but donating to? Um, but Feeding America is the other answer, and that’s the strategy. So I was hearing from our VCA allies. We’re going to food banks. It’s so much fun to go to the food bank and serve clients directly and feel like I’m hand to hand helping the community. So after about two years, I strategically placed one of our senior leaders on the Atlanta Community Food Bank board to test out what was that type of experience. If our employees face to face with clients who are having a great time, if we get deeper into the nonprofit, is that a good experience? Is it well run? Is it worth our time? It was a positive piece of feedback. So then that is when we expanded to Feeding America. So we listened to what the senior leaders like, how the organizations were functioning and then what the employees liked. And then there is, of course, all of the, um, interesting to me, but might be a tad dry, but all the RFP and requests for proposal processes in granting. That could be in a whole other podcast.

Lee Kantor: Yeah, definitely. Now, what piece of advice would you give folks that are nonprofits? Um, you know, since you deal with so many of them around the country. Is there something just from your lens that could be, uh, insightful for them?

Kat Reynolds: Yeah. Great question. There are two pieces, and I hear this from my social impact colleagues all the time that we come across too many nonprofits that are doing too similar of missions. So I would really challenge nonprofits to consider consolidating or. Being more efficient in the missions that they serve and the problems that they address so that they can be, uh, more impactful in the community. Don’t try to do everything. Uh, you don’t have to be a master of all quality versus quantity. So that is to my nonprofit friends. And for the moment I forgot what the are. The second piece for non profit friends, when you are going to corporations or major donors for that matter, do your research first. What does the company focus on? What are their superpowers? What are their unique skills and see if that is a match for something that you need. And it might not be. It’s kind of like dating. They might be a wonderful person, but not the right match for you. And that might be the way with corporate donors and individual donors. So really do your research first. Um, and again, if you’re being efficient and effective with your mission and your budgets, then you’re really going to find a successful program that they can continue for long into the future.

Lee Kantor: Now, is there a story you could share? Maybe a moment that you realized, hey, we are making an impact. You may not want to name the organization, but maybe for you personally were you were able to say, look, this is important work. And and I got to do more of this.

Kat Reynolds: I think I have a story that, uh, in my career. Um, so we had I’ve worked at different companies. Um, Jen, is it okay if I. I’m not going to name companies, right?

Lee Kantor: Definitely don’t name them. But just maybe just the challenge they were having and how you were able to help.

Kat Reynolds: Sure. I worked at a company where you could go into the coffee room and hear five different languages spoken. Um, super global company. And I thought, this is hard to explain social impact because not every country needs it, focuses on it and functions like the United States social impact does. Um, so I need to get these employees in face to face with the clients that they’re serving. So we all went to, uh, local elementary school during holiday time. And the children throughout the year ahead accrued points for good behavior, good grades, attendance, etc., etc. and they were able to shop, quote unquote, with those points, uh, to purchase holiday gifts for someone other than themselves. And, uh, there was a child that did not speak English, and I thought, I bet that we have an employee who can uniquely help them. So I found that employee during the volunteer event, um, and matched him up with the student. And they had a wonderful shopping experience and hugged. And the little child held the person’s hand while they were shopping for mom and dad. And the employee said, I felt so special that only I could help that student in that moment. Um, so seeing the light bulbs go off for employees, how they can help. Um, and how the company helps. Just really fills my heart. And that makes me feel like the Robin Hood.

Lee Kantor: Amen to that. Now. Uh, what do you need more of? How can we help you?

Kat Reynolds: I want the community to look at Verda and know and believe that we are doing great things in the community, and we care. And just like you might not know about us doing all the good things in the background as a business. We’re doing that for our community partners and social impact as well. Not everything needs to, uh, be all over social media or in commercials or Super Bowl commercials. Um, you can quietly make change. And I want folks to know that there is doing the good work.

Lee Kantor: And if somebody wants to learn more about Vertov and the good work that you’re doing, is there a website? Is there a way to connect?

Kat Reynolds: Absolutely. Jen, correct me if I’m wrong. Uh, you can go to varieties.com specifically for the community impact work we’re doing about varieties and sustainability community. Check that out. Uh, I believe that openings for interns will come up in Q4. So that’s something for folks to look forward to.

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

Kat Reynolds: Thank you. Lee, I appreciate your time today and just letting us tell our story.

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

Tagged With: Kat Reynolds, Veritiv

From Disruption to Innovation: How to Embrace Conflict in Your Organization

August 4, 2025 by Jacob Lapera

High Velocity Radio
High Velocity Radio
From Disruption to Innovation: How to Embrace Conflict in Your Organization
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On this episode of High Velocity Radio, Lee Kantor interviews Kim Faircloth and Dawn Bedlivy, authors and founders of Conflict Sparks Change. They discuss how workplace conflict, if managed well, can drive innovation and positive change. Sharing their expertise in mediation and conflict management, Kim and Dawn introduce practical frameworks like the Four Cs of Trust and the H.E.R.E model, offering leaders actionable strategies to foster open communication, build trust, and transform conflict into collaboration.

Kim Faircloth (PhD, SHRM-SCP, SPHR) is a seasoned professional with over 30 years of experience in conflict resolution coaching and mediation, leadership development, and executive coaching. As the owner of Integrated Conflict Solutions, LLC, she empowers individuals and organizations to effectively manage conflicts and enhance employee engagement.

A certified coach and trained mediator, Dr. Faircloth has guided thousands in addressing workplace conflicts. Her expertise spans roles such as ombudsman, workforce strategies consultant, and director of human resources. Drawing on her doctoral studies in conflict and mediation, she is a senior principal trainer and consultant at the Mediation Training Institute based in St. Petersburg, Florida. She continues to make significant contributions to the field, driven by her commitment to peacemaking and educating future HR professionals.

Dawn Bedlivy (Esq) is a distinguished conflict resolution specialist with over three decades of experience. Her expertise encompasses leadership development, alter- native dispute resolution, and conflict systems design. Ms. Bedlivy has successfully led teams and delivered consultation and training at prestigious venues.

As an accomplished ombudsman, mediator, and organizational systems coach, she has applied her skills to spearhead an innovation ecosystem. Demonstrating her commitment to education, Ms. Bedlivy serves as adjunct faculty at the University of Maryland Francis King Carey School of Law, where she educates future professionals in conflict resolution.

Follow Conflict Sparks Change on LinkedIn.

What You’ll Learn in This Episode

  • How embracing conflict as a driver of innovation reshapes workplace conversations, and what leaders can do to harness conflict to spark change
  • The hidden costs of unresolved conflicts in teams, such as productivity loss, reputation or legal risks, and how leaders can proactively engage to mitigate some of these costs
  • How the 4 C’s (Competence, Confidence, Consistency, Caring) help leaders coach employees and build trust during difficult conversations
  • Why people tend to cling to their stories during particularly entrenched conflicts, and how leaders can use the H.E.R.E model (Honor, Explore, Reflect, Enable/Empower) to forward momentum

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 hear another episode of High Velocity Radio and this is going to be a good one. Today on the show, we have Kim Faircloth and Don Libby. They are the authors of the book and owners of the organization. Conflict sparks change. Welcome.

Kim and Dawn: Thank you and glad to be here. Great to be here.

Lee Kantor: Well, I am so excited to learn what you’re all up to. Tell us about conflict sparks change. How are you serving folks?

Kim Faircloth: Well, we are mediators, conflict resolution coaches, trainers, and mostly focused on workplace conflicts between us. We have a lot of experience. Um, my doctorates in leadership. And, Dawn, why don’t you tell them about your background?

Dawn Bedlivy: Yeah. So I’m an attorney and spent my whole career working personnel issues as an attorney and then building a conflict management system within my former organization. So Kim and I have been together, working together for many years, and decided it was time to put all the wisdom we had gathered over those years into a book, a handbook of sorts, for others to be able to use and benefit from the book. The models we’ve built in other ways, we’ve helped others in the past.

Lee Kantor: So what was kind of the Genesis like first, how did you two get together and meet, and then how did you all decide, hey, this is an area we have to lean into.

Kim Faircloth: Well, we work together through all. We’re not naive. We have been in the trenches. We moved from theory and or law into practitioners. And then now sort of the legacy part, you know, the give part back part. We really had a calling many years ago that we should write some of this down, because a lot of the leaders were saying, you know, you should write a book about this. You know, when we were in training or whatever. And, and so we just decided that we were going to lean into that and write the book and then step into whatever that holds for us in the future. Right now, we’re writing a course and it’s we coach and we just help wherever we can.

Dawn Bedlivy: I think one way we came into it to be, in addition to all that Kim said, is a lot of times in Kim’s position as a human resources director or me as a personnel attorney, we would often be called in at the very last minute when these conflicts had, you know, I call it, become a Chernobyl. But, you know, there was already a meltdown. So we would often say to ourselves or discuss amongst ourselves, you know, there was a point in time where this conflict could have ended up much differently, where we could have nipped in the bud and we really set about a mission to develop a conflict management system or within our organization and techniques to really back up these conflicts and help leaders address them way, way earlier. So we didn’t end up with a pile of ruin in the organization. And I think that’s really what brought us together and committed us to all that we’ve been learning and growing in.

Lee Kantor: Now, can you talk a little bit about just the word conflict in the kind of what conflict means? Because in some cases, conflict I guess is. Humans were a lot of humans are looking to avoid conflict as much as possible. But and I think in in what you’re talking about, you encourage using conflict maybe as a catalyst for innovation or change. So can you talk a little bit about maybe the definition or like defining some terms here of conflict and, and how people are perceiving it and what it could, you know, maybe the positive side of it that people aren’t kind of aware of.

Kim Faircloth: Yeah. Um, so let’s start with. We didn’t even name our book. After reading our book, it was interesting that our publisher was like, you know what you’re talking about here all throughout everything we do is that when harnessed, not managing conflict, but harnessing conflict for change is a really important thing. If you really think about it, it’s when this idea and this idea or this, um, uh, value or this value or whatever it is, this diverse perspective, this, you know, on a team can’t exist well together yet. And from that, something new is trying to emerge in every conflict, something new is trying to emerge. If you would just give it the space and time and open up communication channels around it. I’ve seen amazing results. Um, from just taking the time out of what happens, we get busy. Um, we are conflict avoiders, or we yield and it just gets further apart and further apart if we take the time to kind of reestablish the space and then, uh, work on behaviors like as a team to, to actually debate constructively ideas and come out with outcomes, you know, that we can move forward next steps. Um, so conflict to us is the beginning of the change process. And the opposite is true conflict that is not harnessed well can be a real derail. Or maybe, Don, you want to talk about the cost of conflict?

Dawn Bedlivy: Yeah. What we would find is, um, oftentimes when we were brought in, it’s when there was already a huge cost to the organization. Either people were suing the organization, or they wanted to leave the organization and take their knowledge with them. And in all cases, we found that work was interrupted. You know, there there may be outcomes, but we would often walk in and it might be one person who was suing the organization, but it disrupted the entire team, so nobody was being very productive at that point or producing. Um, and what we realized when we often got in and would speak to people even, who had gotten to the point where they felt like, well, I have no choice but to file a complaint, was that there was some change that needed to happen here. Either they didn’t feel like their voice was being heard sometimes, like Kim just described, their their interests weren’t being met. And what we found out I found a lot of times is people just shut down and view conflict as abnormal. And our goal was really to say, look, it’s not abnormal. It’s it’s we’re going to have different ideas than others.

Dawn Bedlivy: And in fact, that’s why you’re bringing these this team together, right? You want diverse ideas on your team. You want people thinking differently. You want people challenging ideas. It’s oftentimes we’re not taught how to do that in a productive way. And it devolves into me against you as opposed to us against the idea. So that’s really where we came upon our techniques was to say, look, change is constant. And some, you know, we have to look at this conflict as a sign of something different needs to happen here on the team. Either they need a different way of communicating with one another. Um, maybe there’s this person isn’t a good fit, and they need to bring their gifts elsewhere. So that that was really the genesis where we said, you know, the at the seed of every innovation is a big change that’s waiting to happen. And how do we help them, right? How do we prep the people to be accepting of that and view it, um, as an opportunity as opposed to, um, oh my God, you know, here we are again.

Kim Faircloth: We used to back in my day, which is a long time ago, we used to actually give them horrible names, these people that we would bring in to be sort of, um, the, the ones that might, uh, challenge any group. Think we used to call them the devil’s advocates. Sometimes we would even we would even bring them in and tell them to be the devil’s advocate. I mean, that’s how I think, um, different it is. Uh, now, I do think that that now in innovation, we recognize the fact that, you know, if we shut down, um, uh, communication with one another, if there’s a real cost, if we, um, constantly do that. It used to be that I would just, you know, maybe go home and tell my friend or my husband or wife or my kids, you know, I had a bad day. Now it’s all over social media, right? These the the people coming out of college, you know, your your emerging workforce, they’ll say, don’t go work there. So there’s your reputation. It’s bigger than it used to be, the cost of conflict. And I think the big one is the cost of compromise. Mhm. When we yield and we compromise too quick right. So compromise should just be a baby step. When we compromise too quick we go down the path, right? We go down the path. And later on. The cost of that compromise can be massive. When one person will then say, I told you we should have done it my way, right? Because we haven’t learned to harness the power in the beginning of the change process of conflict and deal with unproductive conflict as quickly as we can, teaching leaders to dig in there. And that’s what we do all day long. We really just talk about the fact. Now wait a minute. Isn’t this kind of what we want is a little diverse thought process and but it doesn’t have to. Our thought about the word conflict is always like fisticuffs. You know, this big, heavy thing. And it doesn’t have to be that way.

Lee Kantor: Now, how do you. It sounds like a lot of what you’re working on when you’re working with organizations is really the culture of the organization. So in order to impact the culture, don’t you have to do some kind of pre-work so that everybody understands the rules of engagement and how to communicate. Because just because I have a contrarian opinion about something, it doesn’t mean that I get to have my way right. Like we have to. I hope I get to at least voice my concern and kind of in a in a non-judgmental manner. But it doesn’t guarantee that my point of view is the thing that gets executed, like somebody has to make a call at some point, and we all kind of have to get on board with whatever that call is if we want the organization to thrive. So how do you kind of handle some of the rules of engagement?

Kim Faircloth: Well, first, it’s to establish rules of engagement, to have a, a process for that to have a culture of it. You’re absolutely right. You know, it’s it’s going in and really working with teams training and development and or coaching teams, teams to work through conflicts using structured processes. We really do believe in them? Oui oui, oui. There are many like you can do. Force field analysis. You can. You know, to debate ideas, to actually go back to having a process where voices are heard and people feel heard acknowledging it. What I like about that idea is this. And here’s my addition to that idea, really taking the time to acknowledge the other person, to listen to what ideas are, bring them forward, um. Celebrate them. Okay, so now we have a lot of ideas. I think this is what you’re saying, Li. Now, we we really do need to work with teams to have structured, data driven reviews of those. And of course, there’s going to be some ideas that float up that aren’t going to be able to, um, be implemented yet and always say the word yet, because when we have outcomes, right, the change model that we actually have in the book is very dynamic. It’s very fast. When you have outcomes, you’re already measuring. You know how they’re working and you need to be as agile as you can be. But you do have to have outcomes.

Kim Faircloth: We’re at work, right? I mean, we need to move through them, but we move too fast because we don’t like that middle part where we’re debating. We we just, um, lots of teams, um, need to have individuals working on their own conflict skills and behaviors. Um, and we get called in to help with that, really that we got the ideas and there will be outcomes, right? I mean, there will be outcomes or your business is going to go out of business, right? It’s that middle part. Are those outcomes richly? Um, uh, debated in the middle. Right. Not it doesn’t have to be overly time consuming. It’s just acknowledging these ideas, putting them forward for a team to look at and debating them. What if what if we do that? What if we don’t do that? What? You know, all of the tools that are available are agile. And our Lean Six Sigma people. You know their. That’s where they have learned that we can have some models and structures in the middle of that. But first has to start with being. Being working on our own behaviors. If I’m avoidant right I need to work on that as a team member. The company should should really invest in that. They really should individual behaviors during conflict. Because then those those behaviors come on the team and then the team manifests that way. Don what are you thinking about that.

Dawn Bedlivy: Yeah I, I, I love what you were describing because it’s really our. We’ve done a lot of work on culture within organizations I think both. Big picture thinking about how do you influence the culture. And part of what we really discovered was it has to be, first of all, it has to be intentional. And we would see a lot of times the leaders at the top would be saying something, right? Kind of what you were describing, Kim. Like, this is how we want people to behave. And then no one has. No one’s rewarding that behavior. And no one’s skilling the people to be actually able to perform that way. So just like Kim was saying, we we we said, well, you can’t just tell people up here and expect everybody to to do it. Right. It it has to be in a very intentional effort by the whole organization to look at, well, are we are we actually address teaching people how to address conflict where it actually happens, which is at the individual and team level. Right. You’ll have it. And it also I shouldn’t say that it also happens at the organizational level. So how do you make how do you normalize it through the organizations skill people to utilize it and harness it for as a catalyst? Right. I think that’s what we’re talking about.

Dawn Bedlivy: And then what are you what behaviors. Because culture is how everyone’s behaving every day in the office. That’s what creates the culture. Like I if if I’m up here in the organization as a CEO and I’m behaving one way, but no one’s behaving like I want them to behave, I have to ask myself what’s going on, right? So it’s what what is being rewarded throughout the organization, what behaviors are being rewarded. And that’s really important. So we’ve done a lot of work where we talk about an integrated conflict management system, but it’s really down to how do you diffuse this throughout your whole organization. And ultimately, if no one has the skills to do it, they’re just not going to be able to do it. It goes to also how we select people. Yeah, I know Kim, we’ve done you’ve done a lot of work on selection processes. You know, are we asking questions in our selection processes about how people handle conflict? Um, so culture is really important. And it’s also really important that the leaders who are there understand that if they do address conflict productively if they do encourage communication. These more positive aspects, if they’re normalizing conflict within the organization, that their behaviors are going to be rewarded as well.

Lee Kantor: Yeah. Now can you talk a little bit about, um, maybe the trust issue in all of this? Because, I mean, I’ve interviewed so many people in this subject matter, and when it comes to a lot of leaders are like, yes, we want to be more innovative. We want to lean into change and embrace change. But when reality comes in and then they somebody comes up with ideas or they take chances, obviously they’re not going to bat a thousand. They’re going to have, you know, missed misses. There’s going to be times where they took a shot on something. It didn’t work out. And if those people are demoted or punished or seen as less than, no one’s going to lean into this change or, or even try because they feel like I only they only want winners. And if I’m. How can you kind of play with the edges or test the edges if you’re only going for winners every time? So how do you kind of deal with the trust that’s necessary as foundational in order to, um, you know, have the communication and the and the culture of trust so that they can take risks and not be punished for them.

Kim Faircloth: Yeah. So, well, we have a trust model. There’s so many models in this book. It’s so practical. It really is. It’s not like, um, have emotional intelligence. It’s like, this is what we’re talking about. This is what we mean. And we find that, um, a lot of times our leaders need models. So let’s talk about a trust model. What makes us trust really just about anybody in a professional setting. Right. Um, and maybe in anything. So let me we have the four C’s of trust that that I think are easy to remember. And they really, really, um, go to answering your question. The first is competence, right? If I go to the dentist and they are not competent to do their job right, I’m not going to let them work on my root canal. Another way of saying it is I trust my husband 100%. I do, I’ve been married almost 50 years. I don’t trust him to give me a root canal. He’s not competent to do it. So first thing is, first, your confidence, your ability to, um, ask curious questions and to be a part of your team in that manner really does make me trust you. That’s one. The second, see, is your confidence. If I go to that dentist and get my root canal and they project no confidence at all, I’m going to start to be, um, suspect of whether I’m going to sit in that chair and let you give me a root canal.

Kim Faircloth: Confidence. Really projecting some confidence in what you’re doing, and that comes from knowing what your vision is and holding to it and explaining it and being with your teams. It’s it’s bigger than than we say it all the time, but it really is bigger than that. It’s like you need to do it right so that they can start to see that you’re confident in your leading. So work on that. Really work on that. The third is consistency. And I think this is a big one. This is when Tuchman had it right. Tuchman Tuchman maybe you’ve heard this. It’s like I’m going to say roughly 1969 because there’s some debate about that. But anyway, he said, form storm, norm perform and then atrophy of a team. Right. We that that we teach that all the time. Consistency. So if you say, for example that on this team we’re going to I want us to work as a team. We’re going to value that right. Teamwork. And you say that in your forming stage with the team, you come in as a leader. You say that, you say that, but you don’t hold yourself consistent to that, because the next thing that happens in storm, by the way, storm is what Tuchman said.

Kim Faircloth: Not a little walk in the mud puddle, but storm, which is conflict. Storm. A person comes in and says, hey, boss, let me just tell you about what I’m working on. I’m working on X, y, Z. If that leader doesn’t say, that’s great. Who else is working on that with you? Because I value the teamwork. Why don’t the three of you come in and see me? You see the consistency. Because how will perform is based on our consistency when we form our team up. And that leader really does own a lot of it. And that’s not just supervisory leader project leaders, um, all of those, they really some consistency makes a difference. When I go to get the root canal and I go get the next root canal, and it’s 180 degree different than the first one, I’m going to start not trusting you. So that’s really, really important. And then the final one is so simple. You just care. Like really care. You care about the vision. You care about the company. You care about the people. Those are the four C’s competence, confidence, consistency and caring. If you do, those four people will feel like that. You care about their ideas, you care and they will bring them forward. And you just stay consistent with with what your goals are for debating ideas.

Lee Kantor: Now, what is some symptoms that an organization might have? Um, that maybe they’re not behaving optimally when it comes to conflict. What are some of the things that are happening in the organization that are like, hey, maybe we should contact Kim and Don. What? So what, you know, what is the the clues or the symptoms of, um, maybe conflict dysfunction in an organization?

Dawn Bedlivy: Well, maybe your biggest one. And nobody really wants this, but is, um, are you having lawsuits and complaints against you? That that’s that’s one big clue that perhaps conflict is escalating or information isn’t getting to the right places, I think. Um, another might be you’re not you’re not seeing output or outcomes that you would have expected to see. I think that’s another indicator. And then there are more subtle ones, I think, Kim, that we often see is, you know, are people checked out? You know, can a leader tell that people are just, you know, they’re doing the minimum and then they run out the door? You know, and I don’t mean people who have to get their children to childcare, but, you know, are you really hearing everybody participate? Is everybody engaged?

Kim Faircloth: Um, do you have quiet quitters?

Dawn Bedlivy: Exactly. That’s the question that people quit and forgot to tell you. I think that that’s what you used to advise leaders all the time. Kim. Right. Or do you have people who have already quit and they’re sitting there still. They just haven’t moved on. So I think a lot of what our models teach and what we work with leaders on is how do you notice these signs before they become extreme? Let’s just say. Yeah, right. You know, how do you pay attention to what’s happening on the team? And then back to your point, I think, Lee, how do you create an atmosphere where someone’s willing to come to you and say, hey, look, we’re just not working well together or we’re having a problem with X over here. Because the leaders should be available to help with those types of issues and problems. So if no one’s bringing you an issue, I think that’s another clue.

Kim Faircloth: Yeah. And it shouldn’t be this language of, um, you know, come see me. Not just with the problem, but with the solution. Like, what does that mean? Like, so that’s a first of all, there’s a lot of pressure. I think the other thing is, you know, are people trying to, you know, sort of get your attention and say, hey, boss, before you hear about it on the team, I want you to let you.

Dawn Bedlivy: Know.

Kim Faircloth: That this is going on or, um, you know, are our employees, um, you know, calling in sick. Of course. Some of that. Right. Are you noticing that, like, additional sick leave? Just really the churn ratio? You know, I’m really surprised sometimes in, in companies or organizations that I visit and they’ve had like they’ve watched the churn on the team, the, the, you know, they bring talent up. That’s expensive. They bring talent up. Right. They get it going on the team. And then pretty soon I divorce you because I try to have an idea. Nothing happens. Maybe the first time, that’s okay. Then I try to have another idea. I don’t see anything happening. A third idea. You didn’t even thank me for my idea. You’d never even noticed my idea. Pretty soon I’m going to start divorcing you. And the minute I start looking for a job I have, I have decided that I need to leave the team. Right? So I know that there are people that level up and they have a career progression and I have that. I understand that, but as an HR professional, I know that when I know the out briefs and I think, why don’t we do stay briefings, right, instead of out briefings, right. Why don’t we say what would make you stay here? What? You know, what kind of atmosphere are you looking for? What’s missing here? How can I lead? You better stay interviews. Instead, we do exit interviews. And so in the exit interviews that I’ve been a part of, it really very often gets mentioned that either my ideas don’t get, um, you noticed or, um, conflict on the team is such that I just it’s it’s just a challenge for me to come and sit in that.

Kim Faircloth: And the leader just observes it. They just don’t do anything about it. And I’ll ask, do they know about it? Oh, yeah, they know. Leaders know and they just don’t address it. They think it’ll just go away on its own. Perhaps we have to really just start with with the leaders. It really does. They do need to be engaging. And I think if you’re in at work, often in the in the teams walking about all the old fashioned things that we used to talk about, you know, to talk about. I also think we back to this. Thank you. I’m going to give one more because on every interview we do and in every consultation we do with leadership, we talk about saying thank you. And what we mean by that. Going back to Tuchman, when you notice something coming across your desk and it aligns with what you’re creating, or maybe it’s a spectacular work product, whatever it is, very often as a leader we will go, yeah, that’s great. We need to pick the phone up and we need to make a phone call. Better yet, go there if we can. But in this virtual world, right, do a zoom, whatever you’re going to do. But but try to at least phone call and say, hey, I just want to let you know, I noticed this coming across my desk. This is exactly what I was talking about. Thank you. And don’t say another word. Not. How’s mom? Nothing else. Thank you. And hang up the phone. It’s the only thing they hear is. Thank you. That’s how to make. Thank you stick.

Lee Kantor: Now, what is usually your kind of point of entry in an organization? Are they contacting you to triage something bad that’s happened, or are they ever proactive and want to get ahead of things?

Kim Faircloth: Um, well, it’s, uh, both. It really is. Um, the best way is that’s what we mean by integrated, like, so, you know, integrated, um, means that we do we you’ll find us in the training department, right? In fact, I’ve got a massive training coming up into training. Right. You’ll find us in the Ombudsman Lane, which is the conflict coaching lane. You’ll find us. When? Now we have really separated to the point where a third party external person who has, um, some neutrality to what’s going on can come in and help facilitate dialog. It’s called mediation. Right. We believe in the invitational process where we are inviting voice in the room and we not just a few. After many of these, it’s remarkable how communication did break down. Right. And we can help reestablish it. But it’s all of those. It’s all of those. It’s it’s it’s you have to have this integrated process. I have to be able to touch it. And there’s something called perceived organizational support theory. And what it means is even for organizations, if you’re wondering whether you should invest in this kind of work and having these specialists in your organization who will help you reestablish communication channels, coach all of that through conflict, through that word conflict. Let me just say you perceived organizational support theory would say this, even if I never use it as an employee, just knowing it exists makes me align better with this organization cares about that. And that goes back to Lee. Your question to about trust. Don, do you have anything you want to add to that?

Dawn Bedlivy: No, just from our experience, a lot of times I think from what you were saying, Kim, you’ll start with one type of intervention and it may lead to another.

Kim Faircloth: It sure does.

Dawn Bedlivy: Because I think a lot of times when leaders are presented with a situation, they realize, you know what, I can fix this here, but what I really need to do is skill the team as well. So we’re not in this same place again, you know, so that that’s what I think really inspired Kim in my work many years ago was, look, we could do this all day. You know, keep putting out fires. But but how do you stop the fire in the first place? Right. How do we, um. And then beyond stopping the fire, it’s really our whole mantra, which is what? What? Way back when was trying to happen or emerge, or what exciting new possibilities or ideas could have occurred if everybody wasn’t going down the rabbit hole was something that really, at the end of the day, you know, just distracts us from our work. So I think a lot of times one engagement will lead to not necessarily another engagement, but helping leaders figure out, okay, how do you set a new story or a new way for the team to cooperate and work together so that they see conflict as a positive, and now they’re skilled to handle it on their own? That that’s the ultimate goal.

Lee Kantor: Now, is there any advice or tips you can share for leaders right now? Something actionable that they can do today? Um, in order to, you know, help with conflict that might be happening in their organization. Is there something you could share in that regard?

Kim Faircloth: Yeah. Um, what? We have a model here. I’m going to have Don walk through the here model with you. But let me begin by introducing Y. So one is say thank you more, right? A lot more. And make it stick by doing it very purposefully. Two is, um, you know, to be more present, more accessible and more present. Um, we call this the here model. We’ll have Don do it. But the reason that I sometimes cling to my positions, I think really even in mediation, the reason that I cling to my positions or I don’t move off of my position on things, to even share perspective or hear other perspectives is I feel like I’m not heard. And when we use the here model, the first thing for leaders to know is this you don’t have to respond right then. Sometimes the most respectful thing you can do is to hear, and we’ll give you a model for doing that and say these words You have given me so much to think about that I want to pay you the respect to do that. Let’s get back on the calendar tomorrow and then and give yourself space. If it’s an emergency, of course you have to. Or if it’s derailing something big. Of course you have to. But it’s not often that case, right? This thing has been lingering and lingering and lingering. Right? And so you can take a night and you can actually make people feel heard by doing that, by saying, I want to make sure I’m really thinking through what you’ve brought to my attention. And I and I, and I want to respect you with that. So, you know, sometimes be honest with you, I don’t even think what I’m thinking at the moment. I, you know, I have to explore it. And I’m like, you know what? Where am I coming from here? So giving yourself space and time to exercise the here model, Don want to talk about it?

Dawn Bedlivy: Yeah. I think what Kim said is really helpful here, because I think it’s really the first hurdle for anybody is just really noticing that there might be a problem in the first place. So as part of our here model, we have our H, which is we call it honoring the relationship. But what it means is for a leader to really just if they are noticing something, just to maybe call the person aside, set up a meeting and just describe here’s what I’m noticing and here’s why I’m having this meeting about it, because I want to address it. I really want to hear your your thought process. Maybe you’ve received an email from an employee that said, hey, this is going on. And you’re like, you know, you sent me this email. I’m really want to explore with you what’s going on here. So we call that honoring the relationship. And it’s what Kim talked about, just establishing right up front that you, as the leader, heard the individual or noticed something that seems to be happening. And you, you want to get to the bottom of whatever it is. Um, then we do re which is really explore and a lot of what we’re urging leaders to do. There is not do all the talking. So I think oftentimes as leaders, we think that we have to fill the space. And what we teach here is don’t fill the space. If you truly are bringing somebody in and are curious, you have to be curious. You have to suspend your own judgment and you have to let the story unfold. And we have another model sorted, which is also helpful with, you know, how does the leader kind of keep track of what the story is, what what are facts? What are thoughts? What are feelings? But in this stage of explore, what you’re really doing is letting that employee tell you what’s going on.

Dawn Bedlivy: And you’re asking open ended questions. And we always warn people if you really don’t want to hear, the person will know. So, um, and you want to give some time to this individual to really tell what it is they have to tell. So that’s our explore phase. And then we have our, our, our phase where we’re really, um, looking again at and recalling what did this person say? What is it that that, um, you know, where are we now after this story? And oftentimes what you’ll find is that you’ve taken a lot of twists and turns. So our R is really about reflecting on with the person what you heard. And it’s not hey, I think you’re all washed up, you know? Whatever. Um, it’s really about here. I heard you say this, you know? Tell me more about that. It’s reflecting on some of the pieces that you heard, or you might want to understand a little better. And then, um, the last part of ours is really being able to enable and empower. So that’s piece is really about now that this story came out, or now that the person came to you and said whatever it was, um, what are you both going to do? And I think that’s where. Kim, your advice there is really so important for leaders to have heard, because sometimes you’re not going to know what to do.

Dawn Bedlivy: And another thing we often feel as leaders is we have to give an immediate answer. Well, sometimes there isn’t an immediate answer, but what we can say is just what Kim recommended. You know, you’ve given me a lot to think about. I need to talk to X, Y, and Z in the setup of this conversation. It’s really important that the employee understands that whatever they say to you is not necessarily confidential because you work for the organization. And if there’s a problem or there’s again, these are about business issues. And it’s our job as leaders to address business problems. Um, and so what we’re really trying to identify what’s, what’s the problem that’s impacting us here. And then in our last phase always remember to talk about, okay, here’s here’s the steps I’m going to take moving forward, even if it’s just consulting with someone else. I heard you. I’m going to get back to you in a couple of days, but I think it’s also talking to the employee. About what? What do they want to do? You know, what’s what? What what actions are they willing to take? Because it’s really about how do we create the path forward together. So that’s our here model. And I think using that model, we really believe also it helps you illustrate those four CS that Kim mentioned before. Certainly the caring um the competence. Um, it really helps you carry out all of that as a leader. Did you have anything to add there, Kim?

Kim Faircloth: No, we I mean, we probably we don’t have time to explore the sordid model, but having a framework for how you’re sorting this out, because it’s a mess when it comes at you, it’s going to be this and this and this and this. And if you’re being present with them, you don’t want to stop the flow and dig into this quite yet until you get into reflection. So you do want to capture it. I want to really highlight and expand upon something Don said about this confidentiality. I wish even as an ombudsman, but certainly as a leader, I had a nickel for the number of employees who would come to me and say, Kim, can I just tell you something in confidence? And, you know, um, that if I’m honoring the relationship, our first, you know, part of h e e h if I’m really honoring the relationship, do I want to set it up with a lie? No, I like I don’t even know what you’re going to say yet, so I can’t promise you confidentiality, and I don’t even I. So. But we don’t give leaders the words to say, you know, so they have a time to think about it. And I’m often coaching saying, look, it’s it’s like this when you get that and you will. Can I just tell you something in private? You’ll say to them, well, first of all, thank you for trusting me enough to come and bring this to my attention.

Kim Faircloth: I don’t even know what we’re going to talk about. And you’re here for us to work on this. So? So it may be at the end. We have to involve some other people I don’t know yet, so I’m not going to promise you confidentiality. What I will promise you is we’ll only tell the people that need to be told in order for us to move forward with this, and we’ll co-create that at the end. Will, you will know what my next steps are when I’m ready to reach out and do something with this. I’m not going to. I’m going to be transparent with you about that. We’re going to work on this. And I think that’s why you’re here. And I want you to know you’re no longer stuck. You’re here. You actually made the first move. So I’m going to I’m going to partner with you to to work through whatever it is you’re getting ready to tell me. You can do that in your shortened version. But my point is that to give your that honor in the relationship means that you’re setting it up transparently in the beginning. Um, and they and I think it’s an important step.

Lee Kantor: If somebody wants to learn more, have a more substantive conversation with you or somebody on the team or get Ahold of your book. What is the website? What is the best way to connect?

Kim Faircloth: Yeah, it’s it’s WWE exchange.

Dawn Bedlivy: Yeah, we’ve got some great materials out there. Right. Free reading. Free reading.

Kim Faircloth: Free on there. Yeah.

Dawn Bedlivy: Sorted on there. We have some, um, free articles that people can look at and get some instant tips I think, that you were referencing. So we encourage folks to please go to our website.

Kim Faircloth: And you can find us on LinkedIn as well. Of course, conflict sparks change will get you there though, in one place or the other, right?

Lee Kantor: Well, thank you Kim and Don for sharing your story today. You’re both doing such important work and we appreciate you.

Kim Faircloth: We appreciate you.

Dawn Bedlivy: Thank you.

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

Niche Down to Stand Out: The Secret to Thriving in a Crowded Market

August 4, 2025 by Jacob Lapera

High Velocity Radio
High Velocity Radio
Niche Down to Stand Out: The Secret to Thriving in a Crowded Market
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In this episode of High Velocity Radio, Lee Kantor interviews Nicky Billou, author and founder of eCircle Academy. Nicky shares strategies for entrepreneurs—especially coaches and consultants—to overcome mental blocks, niche down, and sell authentically. He also discusses using multiple marketing channels, the importance of clear messaging, and leveraging podcasting and AI. The episode highlights how eCircle Academy helps clients grow through workshops, coaching, and personalized support to build confidence and attract more clients.

Nicky Billou has been called THE WORLD’S GREATEST PODCAST GUEST. Why? Because he has been a guest on over 770 shows, and always brings power, passion, and actionable tips to every appearance.

He is the #1 International Best Selling Author of the book: Finish Line ThinkingTM: How to Think and Win Like a Champion, The Thought Leader’s Journey: A Fable of Life, and The Power Of Connecting: How To Activate Profitable Relationships By Serving Your Network.

A two-time New York Times bestselling author, he is an in-demand and highly inspirational speaker to corporate audiences such as RBC, Lululemon, Royal LePage,  and TorStar Media. He is an advisor and confidante to some of the most successful and dynamic entrepreneurs in Canada.

He is the founder of eCircle Academy where he runs a yearlong Mastermind & Educational program working with Coaches, Consultants, Corporate Trainers, Clinic Owners, Realtors, Mortgage Brokers and other service-based Entrepreneurs, positioning them as authorities in their niche. He is the creator of the Thought Leader/Heart LeaderTM Designation.

Connect with Nicky on LinkedIn.

What You’ll Learn in This Episode

  • eCircle Academy

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 are another episode of High Velocity Radio and this is going to be a good one. Today on the show we have Nicky Billou. He is an author and the founder of the eCircle Academy. Welcome, Nicky.

Speaker3: Lee, thanks for having me on the show. It’s an honor to be here.

Lee Kantor: Well, I am excited to learn what you’re up to. Why don’t we start with the circle? Tell us a little bit about eCircle Academy. How are you serving, folks?

Speaker3: So, Lea, we serve entrepreneurs, in particular those that are executive coaches, consultants and thought leaders. These tend to be heart driven men and women that are really, really good at what they do. But they may not necessarily be spectacular Our salespeople are spectacular marketers and brands, and in fact, a lot of these folks might be a little bit stuck inside of growing their business. And what we do, how we serve them is a we help them get mentally unstuck. So they believe in themselves and they believe they can go forward. So we really encourage them to believe in themselves and be we show them how to be effective at selling from the heart. Are you selling in such a way where you don’t feel like you need to take a shower afterwards and see how to go from being invisible to visible in your market space?

Lee Kantor: So let’s. Do you mind if we dive in a little bit here and kind of give some advice and thoughts to our listeners when it comes to this? Because I agree with you 100%. I mean, I can’t tell you how many people tell me. I’m just tired of being this best kept secret. How do you kind of reframe your marketing or what you’re doing in order to have people want to do business with you, instead of you having to kind of constantly be evangelizing and educating and selling people to what you do.

Speaker3: Well, that’s a great question. You know, um, it’s been said you can’t read the label from the inside of the bottle. Have you ever heard that phrase before?

Lee Kantor: Li yes.

Speaker3: So a lot of folks. Right? Really need someone to act as a pair of eyes to help them see what they don’t see. Okay. So a lot of folks that come into business, they’re they’re loathe to specialize and to niche down, you know what I’m saying? They want to, like, cast a wide net. They go, I don’t want to miss out on anything. But the problem is, if you try to be all things to all people, you’re going to be nothing to nobody. Let me tell you a quick story. I had this client. His name was Dan. He’s a fitness trainer and coach. Dan was a good guy. The kind of guy you’d want your sister to date. Okay. Just a super spectacular human being. And he was a good trainer. But what he wasn’t was a good business person because he only had seven clients and he wasn’t charging him very much like 25 bucks an hour at the time. He was making on a good month, $1,200 a month in the city of Toronto. Now, Toronto was the New York City of Canada. I’m sure you can appreciate the $1,200 a month doesn’t go very far in Toronto, just like it wouldn’t in New York, right?

Lee Kantor: Sure.

Speaker3: So Dan comes to see me because he’d heard that I’d helped some people. And the first thing that we did when we got together is I said, Dan, so tell me, who do you help? And he said to me, Nicky, I can help anybody with any health problem. I don’t want to miss out and I’m really good at it. I can help them lose weight. I can help them add muscle. I can help them get ready for events like weddings. And I’m like, hold on, stop. Dan, you’re trying to be all things to all people. He said, yeah, I guess you’re right. So I said, you need to specialize. You need to niche. Then he made the second mistake. He said, okay, I think I’m going to go after doctors. And I’m like, why doctors? He said, well, my dad’s a doctor and I love my dad. I said, okay, that part’s nice, but why else? He said, well, doctors make a lot of money and I’m going after the money. I need to make money. And here’s another thing a lot of folks do. They think they need to just go after markets that have a lot of money. Not necessarily markets they’re passionate about serving. And I told them, damn, this isn’t going to work. That vibe is going to turn people off.

Speaker3: He said, no, man, I gotta try this. So he did. A couple of months he got like two clients and I came over to him and I said to him, Danny, it’s not working. We need to do something else. He said, you’re right, you’re right, you’re right. Niche, niche, niche. Okay, I got a cardiologist, I go, cardiologist. Where’d that come from? He says, well, they make more money than doctors. I’m like, Dan, you’re doubling down on stupid. Don’t do that. He didn’t listen. He did it. He got no clients, no cardiologist. But what he did do serendipitously through the intervention of the good Lord, is he met a man who was a Paralympic athlete who lost a leg in a childhood accident. Now he was really, really able to help this guy. And the two of them connected. Just like peas and carrots from the great movie Forrest Gump. And he helped this guy win some medals at major international competitions. He comes back to me and he says to me, Niki, he’s kind of sheepish. I’m so sorry. You know, I should have listened to you. I owe you an apology. You owe me an apology, man. He said, no, no, no, I do. You know, you told me not to go after the money and that that wasn’t going to work.

Speaker3: And you were right. And, um, I can see that now. What I want to do now is I want to help people with missing limbs, because I really know how to help them. He was coming from his heart this time, Lee. And instantly I knew this was a good idea. And Lee, this is in the days before, you know, online marketing in a big way, an online coaching for fitness coaches and trainers. He signed up 400 clients in six weeks on word of mouth alone, 400 clients. That was over a run rate of a million, two a year, over a hundred grand a month. And why did this happen? A he stopped trying to cast his net wide and be all things to all people be. He stopped trying to just go after money, thinking that was the only way to be successful in business and see. He came from his heart, started helping people too badly, needed his help, and nobody else at that time was trying to help people with missing limbs work out. He was the first person to do it, and that’s why he signed up 400 clients in six weeks and started making a run rate of over 100 grand a month.

Lee Kantor: So you mentioned one of the the keys of the, um, kind of making that big of a jump was word of mouth. Um, how do you kind of create processes and scale around something that’s as tenuous as word of mouth?

Speaker3: Well, my friend, you know, it’s interesting that you mentioned that, um, I don’t believe that anybody should rely on just one form of marketing and lead generation. And I can assure you that as Dan’s business moved forward, he didn’t just rely on word of mouth. Um, and when I talk to people, I talk about 11 different channel strategies for generating revenue, referrals and word of mouth is one of the 11. The other one is to do cold outreach. The third is to run ads. The other one is to do podcasts and podcasts guesting. The fourth is to have a a book funnel, and the list goes on and on and on. And over time, Dan did add these other channels to his business. The point of that I’m trying to make with the story, though, is that he went from trying to be only focused on, um, who can pay me the most to being focused on who am I called and passionate about serving the most. And when he started to do that, that’s when the market really recognized his genius and moved forward with them. But if someone’s working with me in our business, we tell them that you have to have a minimum of three channels that you go after clients with, and we’re completely agnostic as to which ones they use, but they do need to use more than one because at any given time, for example, if you you’re counting on Facebook ads and then something like iOS 14 happens, your Facebook ads aren’t going to work as well. So you need multiple strategies.

Lee Kantor: Now, how do you help your clients with maybe the messaging because, you know, you went through your example of the fitness person and he said doctors and his father’s a doctor. I mean, that sounded to me like it was from the heart that he wants to help people like his father. So that wasn’t like a, you know, out of, you know, an insane kind of path. How do you kind of dig down to what is really kind of the, the big why not just the convenient way?

Speaker3: Well, for for Dan, he said that he wanted to help doctors because his dad was a doctor. But the next words out of his mouth is, I want to also help doctors because they got a lot of money And now those two, um, impulses were in competition with each other. Um, what you have to do is you got to first understand what your own zone of genius is, how you can help people. And within that zone of genius, you got to get to the point of who do you enjoy working with the most and why? That’s a question we ask people, and we really have them go deep into answering it before they land on a particular group that they want to help. So if you do that and you’re clear on who you want to help and why, it’s important for you to help them. And the primary reason you’re going after that group isn’t that I think I can make a lot of money from it. I think that’s what’s going to work the best for you, because the buyers of all of these days, they can smell it on somebody if that person is mostly there because they want to get their hand in their wallet.

Lee Kantor: So, um, where does the, uh, circle come in? Like, how does this play a role in your, uh, in your funnel and your the way you serve folks?

Speaker3: Well, like I said, if people are having a hard time leveraging their zone of genius into attracting the right level of clients, the right level of leads, the right level of business, or if they’re having a hard time enrolling people because their enrollment skills aren’t very good. Uh, or if they’re invisible, that’s where we come in. We we.

Lee Kantor: Right. So what is the service you’re providing? Is it a networking service? Is it coaching? Is it like, uh, watch videos?

Speaker3: Yeah, it’s it’s, uh, we have a three day, um, uh, high level mastermind, uh, workshop that we do, uh, four times a year. And we have an ongoing sales accountability, uh, coaching program that is a hybrid of both group coaching and one on one coaching. Um, and, um, we have a year long program that melds both of those together as well. Those are the main offerings we have.

Lee Kantor: So that’s how the people interact with you. They’re going. They do. They have to go through that first stage of the three day event.

Speaker3: Um, if they want to be part of the year long program. Yes, absolutely. Um, if they just want to do sales account accountability, they can do that on its own.

Lee Kantor: So, uh, so you can do coaching. Like, if you I can triage my situation with one on one coaching. That’s that’s an offering. It’s not. You have to do all of it or none of it.

Speaker3: No, no, it’s not like that. It’s not like that. We we we we have a conversation with each individual and we get clear a are we the best people to help them? And if the answer to that is yes, um, I want to get clear on what their biggest pain point is, what’s their bleeding neck. And based on that, I make a suggestion. And honestly, 50% of the time it really it’s a sales issue. So we bring them into our sales accountability program because we teach them how to sell from the heart, but sell because a lot of folks don’t want to go out there and sell. They try to avoid that. They try to post. They try to, you know, get someone to contact people on LinkedIn for them. They just don’t want to get out there and actually meet people and sell. And that’s what we have to help change their minds on. We’ve got to have their mindset be that sales isn’t some horrible thing. Sales is actually an act of love and an act of service. And by helping people get that straight in their being, that honestly helps a lot of people double, triple, quadruple, even tenfold their business once they’ve got that under control and they understand how to have a sales conversation with someone and how to overcome objections, uh, you know, then the next thing that that usually needs to be tackled is their messaging, because usually their messaging is so, so to week. And that’s where our, our three day, um, uh, thought leader workshop comes into play. The mastermind, because we work very much on helping them get really dialed in really tight with their message, and folks who’ve got a really tight dialed in message and know who they’re helping and what their pain points are. Usually have a much simpler time of growing and scaling their business in our experience.

Lee Kantor: Now, you mentioned that there’s multiple channels to use to grow. It sounds like a lot of your clients are professional service providers of some sort. Um, yes. Do they do they have to include paid, or is there a way to do this without doing any paid advertising?

Speaker3: There is. Absolutely. I’m a big believer in organic. Huge huge believer in organic. Okay. Um, so podcasting is, you know, a low paid way of generating business, as I’m sure you’re aware. Right? Like being both a podcaster and a podcast guest doesn’t involve spending tons of money. Right. I mean, as a podcaster, you could spend 500 a thousand bucks a month on putting out your show, but you could also do it all yourself and not spend that money. The other thing that you can do is to be a podcast guest, and you can use channels like Pod Match, which is how you and I met. And that’s a wonderful way for you to be able to, um, generate leads and sales and clients without spending a lot of money. Right. And cold outreach, let’s face it. You know, good old fashioned calling, emailing, messaging doesn’t cost a lot of money. It just takes a lot of time. Now there’s other channels, right? Like we talk about your warm market network. Your own warm market, a fantastic place for you to reach out for business that’s not going to cost you money. Um, you can go on LinkedIn now.

Speaker3: If you do it yourself, it’s not going to cost you money, but it will cost you time. Uh, if you hire somebody, then that’ll cost you money that’s paid online funnels, obviously, those are paid stages. Now, usually when you go on stages, you have to pay to be on the stage or you do a revenue share. Same with strategic partnerships. Same with affiliates. Right. Um, but there’s channels like books and video channels which are not free, but they’re low, low investment. So you can get a book done without AI today for under $1,000. With AI, you can get a book done for under 100 bucks. So that could be a wonderful way for you to get books in the hands of your ideal clients that talk about the key problems that they have and video channels, you know it’s going to cost a bit of your time. You’re going to have to buy a camera, you’re going to have to buy a good microphone. But that’s pretty much all you have to invest in if you want to get, um, leads, sales and clients from that particular strategy. So I took you through all ten right now.

Lee Kantor: Well, how do how are you seeing the evolution of a lot of this content marketing with the advent of AI and a lot of the Google searches are kind of, uh, diminishing, and then a lot more of the results are AI driven answers.

Speaker3: Well, brother, these days, um, I is evolving so fast, I don’t know that I have a hard and fast answer for you, but I can tell you this. Um. If you are not taking the time to learn about how to use AI in your business, within a year or two, you might be out of business. Completely out of business. Um, we’re using AI to come up with, uh, some ways to generate leads. I am not including it in these channels that I took you through, because we haven’t tested it to the point that we can say, yeah, this works. This is something people can rely on. We’re also using AI to create a lot of the content, um, that we deliver to our clients. And that has been extremely helpful because we’ve gone from spending ten, 15 hours a week on content creation to spending like less than an hour a week on content creation. And there’s been no drop off in the quality of what we’re delivering to people. So that’s where I can be absolutely super stick.

Lee Kantor: So how would you as a, I don’t want to say, a professional podcast guest, but somebody who has a lot of experience as a podcast guest. How do you take one interview like you would maybe with this one we’re doing right now? And then how do you kind of leverage AI to kind of wring out the most value from this content that we’re creating right this second?

Speaker3: Well, we’ve used AI to create reels and put those reels out there from my own podcast. I haven’t used AI for content. For me being on a guest. Primary reason I come on a show, as I said to you before, is I really want to build relationships with audiences and hosts and this is what I think works. This is a little bit of a high tech veneer on a low tech idea back in the day. You know, in the 70s and 80s in the early 90s, a lot of people would generate new relationships by meeting with people having networking lunches and coffees. Podcasting is a new way to do that. In the last three years, I’ve been on over 780 shows, so I’ve developed over 780 new relationships. You may recall before we went on air, one of the questions I asked you is, can we spend a few minutes when we’re done for you and how to get to know each other? And I don’t know how many people have asked you that. And my experience, hardly anybody has ever asked me that when I’ve been the host. But I think that’s missing out on a massive opportunity. You and I have spent ten, 15, 20 minutes getting to know each other a little bit. Be great to end that conversation by having a bit more of a directed conversation about you and what you do and me and what I do, and that’s how relationships get built. That’s what’s been powerful about podcast guesting for me.

Lee Kantor: So any advice for people who want to? Um, I would agree with you 100% that I don’t think that individual professional service providers leverage relationships enough, and they don’t put in the effort to kind of create human to human relationships. They do what you said, I think at the at the top of this was, you know, they want to post and hope and then hope somebody connects with them. And then something magical happens, which I think, as you and I both know, that that’s like a lottery ticket, that the odds of that are are slim to none. For most of the people out there who don’t have a really engaged audience. But building human to human relationships is an old school way that still, I think works in today’s world.

Speaker3: I agree 1,000% 1,000% too few people understand how to do that. Number one piece of advice I give to people is, um, first of all, start being a guest on podcast. You can leverage platforms like Pod match, and if you’re not doing that, you’re missing out, because that’s a great way to meet a lot of great new business people. Secondly, prepare for your appearance. Know what you’re going to say. Answer questions. Have stories. You heard me. I gave you a couple of stories as part of this Fox Talbot story cell. Right? I’m sure you’ve heard this before. Um, and that’s really important for people to understand. And thirdly, for crying out loud, you’re taking 15 minutes, 20 minutes, half an hour, an hour to spend time with a host who’s generally a good human being with good intentions, who’s trying to make a difference in the world, who’s a seeker, who’s looking for answers themselves, and who’s almost always a fellow business person. Why would you not take some time to get to know them? You know? So if you do these things, be useful to the audience. Do a good job for the host and spend some time with the host. Hello. This is going to exponentially expand your network work, and too many people today are trying to avoid having human human interaction and hoping that somehow sales magically happen. I got news for you. As of yet, it’s not working that way too well for most people. So why don’t you try it my way? You might be pleasantly surprised with the results.

Lee Kantor: So if somebody wants to learn more, get a hold of the book. Finish line thinking how to think and win like a champion. I guess you have several books. The Thought Leader’s Journey, A Fable of Life and the Power of Connecting how to activate Profitable Relations Relationships by serving your network and the Circle Academy. Where should they go? What do they what should they do next to connect with you or somebody on the team?

Speaker3: So to get the books, you just go on Amazon, right? And type in my name, Nikki Blue. I’m the only Nikki Blue in the world that’s pretty easy to find me. Any mistakes there? Um, in terms of connecting with myself or the team. The best way to do that is we offer what’s called a complimentary success call, and you can book that by going to our website Academy. Com slash appointment. So if you’re stuck in your business and you want to get unstuck uh, and in particular, if maybe you’ve lost a little bit of faith, a little bit of hope, a little bit of belief, and you just want someone to get you infused with some of that hope, faith, belief and encouragement. Go to E Circle Academy. Com for appointment and we’ll be happy to do that for you.

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

Speaker3: Lee, thanks for having me on the show. It’s an honor to be here.

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

The Sweet Success of Shuman Farms: Growth, Challenges, and Community Impact

July 29, 2025 by Jacob Lapera

Atlanta Business Radio
Atlanta Business Radio
The Sweet Success of Shuman Farms: Growth, Challenges, and Community Impact
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In this episode of Atlanta Business Radio, Lee Kantor interviews John Shuman, President and CEO of Shuman Farms. John shares the history and growth of Shuman Farms, the unique qualities of Vidalia sweet onions, and how the farm expanded to supply onions year-round by partnering with growers in Peru. The conversation covers industry regulations, branding, and the challenges facing family farms. Shuman also discusses their “Sweetest Ingredient” campaign, community outreach, and efforts to promote healthy eating and support food banks through the Healthy Family Project.

John Shuman is the President and CEO of Shuman Farms, a leading grower and shipper of sweet onions based in Reidsville, Georgia. Raised in a farming family, John left college in 1993, just two classes shy of completing his business degree at Georgia Southern University, to assist with the family farm during a challenging period. The farm was struggling due to the lingering effects of the 1980s Farm Crisis, which had caused high interest rates and significant debt for many farmers, including the Shuman family. 
 
In the late 1990s, John Shuman revitalized the family farm, establishing Shuman Farms, which has grown into one of the largest growers and shippers of sweet onions in North America. The company is renowned for its RealSweet® brand, introduced in 2001, which has become widely recognized in the produce industry. 
 
Under his leadership, Shuman Farms has emphasized community involvement and philanthropy. In 2002, he founded the Healthy Family Project®, a cause-marketing organization dedicated to creating a healthier generation and giving back to families across the country. Since its inception, the project has raised more than $7.5 million for families and children in need. 
 
John’s contributions to the agricultural industry have been widely recognized. In 2020, he was named Grower of the Year by the Vidalia Onion Committee, honoring his more than 25 years of service to the industry. 
 
Through his commitment to quality, innovation, and community, John Shuman has significantly impacted the sweet onion industry and continues to lead Shuman Farms with a focus on excellence and social responsibility.  

Connect with John on LinkedIn.

What You’ll Learn In This Episode

  • The significance of Vidalia® onion season in Georgia
  • How Shuman Farms has continued their education initiatives this season
  • What initiatives Shuman Farms has put in place to give back to their local communities
  • Shuman Farm’s annual ‘The Sweetest Ingredient’ campaign

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, CSU’s executive MBA program. Without them, we couldn’t be sharing these important stories. Today on the show, we have John Shuman, who is the president and CEO of Shuman Farms. Welcome.

John Shuman: Thank you. Good to be here.

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

John Shuman: Yeah. Shuman Farms is a grower, packer and shipper of Sweet Onions year round. We’re primarily based out of Georgia, the Reidsville, Georgia area. We’re in the vanilla sweet onion business. And we we grew in partnership by the onions in the spring and summer. And then over the years, our business evolved as we served our customers and our grocery store partners, our retail partners. We expanded then to South America and to Peru. And we have a very good program down in Peru where we grow, pack and import sweet onions out of Peru through the port of Savannah. And we repacked in here in our facilities in southeast Georgia during the fall and winter months to serve our retail partners around North America, which we’ve done is year round. So what started out as about a sweet onion season? For us? Just the local season here has kind of expanded. Just the popularity of The Onion just kept growing and growing and growing and retailers one of those things year round. And we just couldn’t do that out of Georgia. So a lot of us, myself included in our competitors as well, we we turned to South America and found Peru about 25 years ago. So now we’re we’re in the year round. Sweet on your business today.

Lee Kantor: Now, can you tell us a little bit about the backstory? How did this start and how long have you been involved with it?

John Shuman: Yeah, I grew up in it. My dad was a grower. He was a farmer, and he also owned a Schumann fertilizer, which was a farm supply dealership in 2 or 3 counties here in southeast Georgia back in the late 60s, 70s and 80s, where he provided and served the local community farmers with seed and fertilizer. And so over the years, he got into farming himself. And in the mid 80s, early to mid 80s, he started growing by the onions when the onion just really was getting started. I mean, it, it been around for 50 years, but nobody knew about it. And I think in the mid to late 80s it just really took off. And you had Piggly Wiggly and Kroger put put Nevada in in their stores. And once they did, it just went. It took off like a rocket. So an industry was born and the onion, uh, I guess as you can say, the rest is history. So, yeah, my dad was in it and went through some financial tough times in the 80s and early 90s. And then when I got home from college, I was able to keep things going, so. Yeah.

Lee Kantor: So were you always, uh, going to take over the farm? Was that something on your roadmap or was it kind of out of necessity, or was it so how did that come about?

John Shuman: No, it was always a desire of mine. You know, I just follow my dad around as a kid and just watch what he did and just his passion for it and his love for it. And just we were in and around everything to do with farming 24 over seven. So it was, uh, kind of in our blood and so to speak, and, you know, has just become not so much what we do, but who we are. And, um, you know, it was something I didn’t want to do. It was a tough transition. There was I said dad was going through some tough financial problems and had to shut the farm down in the early 90s. And that happened to be the same year I came home and I was able to he helped me figure out a way to stay in the business, so to speak, and that’s what I did. So I really started from the ground up. But we never, you know, we never missed a year. So it was and it’s kind of built our testimony. But it’s been a good it’s been a good experience.

Lee Kantor: Now talk about kind of the history of the Vidalia onion. It had always been there and it was just never kind of like locally. You all knew about the quality and you knew that this was something special, but it never kind of left the borders of that region. And then all of a sudden word got out is that is that kind of what happened?

John Shuman: Yeah. So in the, in the, in the Great Depression back in the 30s, the local farmers were looking for a new cash crop. You know, things were tough obviously. And they were looking for a cash crop. And one farmer in particular, um, brought in some sweet onion plants and brought in some onion plants and planted them. And to everyone’s surprise, they were sweet and mild. And it just was kind of a local thing for, you know, for about 50 years and somewhere in the early to mid 80s, it just kind of got rediscovered. You know, before the advent of the interstate system, I-75 and I-95, uh, you had people from the Midwest and the northeast would come through southeast Georgia during the spring and summer and to go to Florida on vacation. And and you could buy these onions at the local farmers market. And that the name kind of picked up from that. People started calling them the sweet onions from Badia, those those sweet onions from Vidalia, because that’s where the local farmer’s market was. And highway one us, uh, one ran, uh, and went right through there. So, so running kind of gaining popularity and, and in the mid to late 80s, the state of Georgia, the state legislature picked it up and, um, put some definitions around the growing region. You can only grow them in 20 counties in southeast Georgia. And they, um, Got the trademark for the idea of Sweet Onion brand name. And so now we are all growing and packing and shipping as an industry, and we’re regulated by the Georgia Department of Agriculture. And Tyler Harper, our Commissioner of Agriculture is um, is is over that. So yeah, it’s a it’s an industry was born, so to speak, in the 80s and early 90s.

Lee Kantor: And it was pretty, um, pretty smart to kind of brand it and label it and then kind of make it a distinct thing. So it just wouldn’t be a sweet onion that kind of generic.

John Shuman: Yeah. And I’ll tell you, you know, for people who are not familiar with various regions, I’ll just say the state of Georgia is very blessed to have this honey. And it’s known throughout the world, and particularly North America, as the world’s most famous sweet onion. And I really do think Bobby Flay, I’ve said this many times, I think I think Bobby Flay said it best, and it really kind of captures how popular and how how much the body has penetrated pop culture. But the celebrity chef Bobby Flay once said, you know, the video is not only the world’s most famous onion is quite possibly the only famous onion. So I think that that kind of speaks into the affinity and to just what The Onion is to consumers.

Lee Kantor: Now, was that part of the kind of the marketing roadmap for the onions to partner with chefs like that and to get them in their hands so they can do what they do to make dishes in and around the onion.

John Shuman: You know, I think later on it was, I think early on just what really propelled the onion dues. You know, you walked into a grocery store in the 70s and early 80s, and there was just there were onions and the the sweet onion, the premium sweet onion, a mild flavor of sweet onion, was brand new to the market, so to speak. They’d been around a little bit, but nothing with any intentional marketing behind it as an industry. And so when the any came along, it the popularity of them really, the retailers really stepped back and looked at the industry and said, hey, this is something different here. We’ve got a whole new category in our grocery stores, and we want to merchandise this differently. We want to sell it differently. And by the way, we want to have these things year round. We couldn’t do that out of Georgia. And so that’s what I mentioned. We turn to Peru to expand our season. But again, when we’re when we’re down in South America, we’re selling sweet onions from Peru. We’re not selling onions to be a branded sweet onion. It has to be grown in Georgia. So. Right.

Lee Kantor: So there’s rules around they made rules around who can call it what and and there’s it’s not. You can’t just call it Vidalia unless it came from a region. Right.

John Shuman: That is correct. Yep. It has a trademark. And the state of Georgia regulates. And as growers, we have to license with the state of Georgia in two ways. One, we get a license to grow, pack and to pack the trademark. And then the next one is the trademark license. So yes, it’s a it’s highly regulated and I’m happy that it is. You know, early on there were some things going on that shouldn’t have been with growing regions around the country trying to trying to play on the About his popularity, but that’s all been taken care of now in this industry is really maturing. And, uh, the industry today is, you know, when I got in this business about 30 years ago, we had the industry was about 14 or 15,000 acres, and there was probably 300 growers in the industry, and most of them are in Tattnall County, which is Reidsville, where I’m headquartered. And about 60 to 65% of all the vendors are grown in Tattnall County. And then about 25 or 30% are grown in Toombs County, which is where the city of Adair is, where The Onion got its name.

John Shuman: So when you look at it, it’s really a little smaller than it sounds. You’ve got two counties producing about 85 to 90% of all of the onions. Um, but today, you know, the industry is around 10,000 acres and about 65 growers. And it’s really going through a lot of consolidation as as most industries have. You see acquisitions and mergers and consolidations and retailers are getting bigger and bigger and bigger, and they require their vendors to be at a scale and a scope to service their needs. And so, um, you know, when you think, well, if you’re here, you know, we used to be around 15,000 acres. Today we’re at ten. The industry is shrinking. Well, that’s not that’s not true at all, because over that 30 or 40 years we’ve learned how to grow these onions in a better, more efficient way. We’ve got better genetics, better varieties. And so we are actually producing more tonnage per acre than we did when we were growing 15,000 acres. We’re actually harvesting and shipping and producing more sweet onions on 10,000 acres than we ever did on 15,000.

Lee Kantor: Now, when the when the Sweet Onion first came about, you know, whatever. It’s what, 74. Oh it’s over. Is it a hundred years ago. Look how it it’s probably close to that right when it first became known. Was it something that all the farmers were like, hey, we got something and they all jumped on it? Or were people skeptical? Like, what was kind of the mindset back in the day when it was, you know, kind of new because sometimes, you know, the best ideas aren’t accepted by the population until they get some traction.

John Shuman: That’s very true. I think The onion and, you know, back in the Great Depression and in the 40s and 50s, it was not devout and it was just a sweet onion. And over time, it just became the sweet onion for everybody. But, you know, it’d be fun to step back and kind of see what they were thinking and how they responded to this. I’m I’m sure they didn’t quite know what to do with it, because back in those days, there wasn’t a sweet onion market. There wasn’t any demand for sweet onions. Um, it just again, it just kind of gained traction organically, if you will, and, and just kind of spread out and, and, um, when, when Kroger put it in their retail stores and took it national, it really the industry really got shot off like a rocket. It took off. And this was the late 80s Early to mid 90s, the industry was in aggressive growth mode and it was growing leaps and bounds. And by the late 90s we had hit market saturation. And, you know, every industry goes through these cycles. And so we were no different. And it takes a little while to find your equilibrium of supply and demand. And we I think we’ve done a good job of that here in Georgia.

Lee Kantor: Yeah. It was probably an interesting time when it came about. People tasted that. They knew it was different, but they just didn’t know that it was kind of different special, that this would be something that the world would be clamoring for, you know, a few decades later.

John Shuman: That’s very true. Yeah. And I think just the unique attributes of the onion, its versatility, you know, you can you can cut it, you can eat it raw, you can cook it, saute it, it goes in most any dish. And and it’s right here from the state of Georgia. It’s the only place in the world you can get it. And it truly is a unique growing region here. And you say, well, why why There’s 20 counties in southeast Georgia. Well, if you if you go 1 or 2 hours north around Macon, Georgia, it doesn’t work. If you go 1 or 2 hours south around South Georgia and north Florida, it doesn’t work. People have tried it. They’ve been trying for years to grow this onion on the Georgia Florida border. And it just doesn’t work. It gets too hot too early in the spring. So we have a mild winter here in this growing region. We have a an early spring. We have a unique soil composition. We’re in the sandy. We’re in the coastal plains of southeast Georgia. So we don’t have a lot of red clay. We have a sandy, loamy soil, and our nutrients are able to leach through the root zone by rainfall.

John Shuman: And so what that allows us to do, and therein lies the key to why this region is special is with proper rainfall and irrigation, you can leach all the nutrients through and out of the root zone. And we get to go back as farmers through soil sampling and through our experience with agronomists, and put back into the soil of the nutrients that we need to produce this premium sweet ending, and one of the key macronutrients is sulfur. And sulfur is critical to to cell wall structure of the onion to quality the shelf life. But it’s also critical to flavor and pungency, which is the heat. If you’ve ever cut an onion and it made you cry, if you’ve ever cut an onion that had a warm flavor to it, that’s pungency or proof of acid in the onion, which is its natural defense mechanism for that onion to survive. So, uh, but we can we were able to go back in and put just the right amount through our learning curve over the years and decades and, and really produce a mild, sweet flavor. And it truly is a unique experience.

Lee Kantor: Now, you mentioned that, um, the soil is kind of unique and you’re able to produce more onions in this in a kind of a smaller footprint than you had historically. Is there enough like, is there room for more growing? Like, is there just the land and the soil available, or are you kind of maxed out at this point?

John Shuman: No, I think there is. I think I think certainly over the 20 county production area, we do have room to expand the industry. I think what we’re bumping into now, like most industries and most products, is, um, we have full distribution throughout North America, um, uh, to all four corners of the United States and into Canada and, um, you know, and, and the popularity of The Onion has caught the attention of other growing regions in the United States who want to who want to play in that space. I don’t think they have the premium product that Georgia does. And in Nevada, sweet Onion. But nevertheless, there are no national standards on what you can brand as a sweet onion in this country. So we do have some competing, growing regions that do, um, play on the local factor. They do, uh, play on, on, you know, the carbon footprint, you know, short of the market type thing. And I don’t think they do have the premium product of about anything. But I think we do have some headwinds, particularly in California, in the Pacific Northwest, where there’s some local onions out there during June.

John Shuman: It’s right in the middle of our season here. So I think some of those competitive factors are the reason why The onion is, um, kind of found its its rhythm and its equilibrium. But it’s, you know, during our, during our seasons spring and summer, we there’s no, I don’t there’s not many retailers in North America that don’t carry about a, uh, you know, some level most of them carry in full distribution, which means they’ll carry the loose bulk jumbos, which you go into the grocery store and you can buy an onion loose. You just pick one onion up off the shelf and so that they carry the bulk and then they carry the bags. They’ll either carry the 2 or 3 or 4 or 5 pound bags. So most retailers do. I mean, it’s it’s uh, yeah. Again, it’s just something that we are very blessed to be a part of here in southeast Georgia. And the fact that we travel all over, you know, and all over North America promoting this onion is most people recognize the brand name and that’s something special.

Lee Kantor: Right? That’s a kind of point of differentiation that no one can take away from you. And it. And I think you have the mindshare that it locks in as this is the super premium product. This is the the one you want. Everything else is kind of a version of this.

John Shuman: Yeah. No doubt. It kind of gave the idea the popularity. The union gave birth to a year round sweet onion category for grocery stores. And that’s that’s the history of The Onion. It’s, um, when it came on the scene, you know, you’ve you’ve heard that if you want to be a market leader, you have to be first. Better or different. It’d be really good if you were all three. But, uh, and the onion was it was first better and different.

Lee Kantor: So now as part of, uh, Schumann Farms, you’re doing some things to keep kind of the, the top keep keep the brand and keep the onion at top of mind. Can you talk a little bit about this, uh, the Sweetest Ingredient campaign that you guys are working on?

John Shuman: Yeah. So that’s it’s been several years in the making. We, um, partner with local, uh, restaurants around the state of Georgia during the month of May, which is peak harvest season for the onion here in Georgia. And it’s just really a fun way to connect to, uh, consumers at the restaurant. Um, and just bring attention to The onion and its seasonality and, and get it in for chefs to prepare it and new and creative ways and really expand the use and and highlight the versatility of the idea. So it’s been a really good promotion for us. And and we’re trying to put it in front of, uh, consumers who may not be looking for volunteers, who may not have heard about the onions and just kind of bring attention to what the onion is, connect the consumer to the product and the growing region and really highlighted seasonality.

Lee Kantor: Yeah, and I’m sure there’s no shortage of chefs who want to use that ingredient. I mean, it’s it’s kind of a premium ingredient. And they and they can use their creativity. Is there anything kind of out out of the box that you’ve seen that some of these chefs are doing with the onions.

John Shuman: You know they are. They’ve got a lot of twists and turns on them. I’ve sampled a few of them. I’ve been to a couple of these restaurants during Restaurant Week in May and, um, you know, Murphy’s up in Virginia Highlands in Atlanta. They did a really good job, had a really good dish with a sauteed buddy. And, you know, I’ve seen other other, um, you know, restaurants try the, the, uh, French onion, the, a twist on the French onion soup and. Yeah, it’s, uh, it’s been really, really unique to see how they put their creative culinary expertise into this product.

Lee Kantor: So now, um, now that your business is multi generations, which is, uh, a difficult thing just by itself, uh, to achieve, what kind of legacy are you hoping to, uh, to leave? Is this something that you want to continue in the family? Uh, how do you see kind of, you know, your your future, uh, in the business.

John Shuman: Yeah. You know, I am second generation. My my two sons. My wife and I have two sons, and they’re 24 and 22. My oldest son, Luke, uh, graduated from the University of Georgia about a year and a half ago. And he joined the business as a third generation last year. And my youngest son, Jake, is a senior at Georgia Southern. And he’ll be graduating in December this year. And so he he plans to join us in January as well. So we’ve always been intentional about putting our children in front of the business and getting them involved and just showing them what we do and who we are and what’s going on. And but as they got older, you know, it’s it’s their decision. It’s their, you know, they we wanted them to take an interest in the business. We’re very blessed that they have taken an interest and, and have a desire to come back and learn. So we are excited about the third generation and, um, you know, keeping the family business going. There’s a lot of headwinds for small family businesses, particularly farms in America. And it’s, um, just the, you know, just the the tax structure trying to pass, uh, your assets down your children is a tremendous burden on small family farms. And and just, you know, farmland has continued to get more and more expensive. Our most important at one of our most important assets of being a farmers access to good farmland. And, as you know, um, being in and around Atlanta, it’s, uh, Georgia’s growing and, uh, there’s, there’s competition for land and subdivisions and development and all these things are good.

John Shuman: We all want economic progress, but we need to be we need to do it in a smart way to preserve assets like Farm City. You know, as we pass on, you know, as we have a desire to pass on our business to our children and to that third generation. These are kind of some of the headwinds that we’re faced with. And how do we navigate the landscape and ensure that we do it in a responsible way? Yeah. And I think just beyond that, you know, just over the years, we as a business and as our culture and who we are as a people, we wanted to stand for something more than just being in the sweet onion business. So we obviously got involved early on, wanting to connect to the to the consumers and to the to the neighborhoods and to the communities that have supported our product over the years. So we started a program over 20 years ago called Healthy Family Project. And it’s really, I think, one of our most important sustainability initiatives and is a company. And what we do, it’s really near and dear to me, but it has two missions. One is to educate, uh, children and parents on the benefits of eating a diet full of healthy fruits and vegetables, particularly sweet onions, and kind of putting a sweet onion as the center of the plate ingredient.

John Shuman: And the other one is we have a charity of choice and that is Feeding America. Food banks, we think, is farmers and growers in America. We have a a desire, and we feel like we have a responsibility to give back into food insecurity. And that initiative and Feeding America, food banks around the country doing a wonderful job meeting that need with boots on the ground. So we we support them as best we can. And over the years, this program has. You know what started out as a Human farms, um, community outreach program has just developed into a nationwide program. We’ve partnered with other grower shippers around the country and with retailers around the country, and we’ve been very blessed to have, I think, over 50 grower partners around North America. And I don’t even know how many retail stores, several thousand retail stores help us promote this campaign every spring and fall. And we have been collectively, all of us going together to support this, this need have donated over $8 million, uh, to, uh, charitable outreach causes and our retailers markets. And we’ve also donated more than 22 million meals to Feeding America Food Bank. So that’s something that’s really important. That’s a legacy we want to leave, uh, which I think is more important than growing sweet onions. I want to have a positive impact on these communities and our communities that, uh, support our product.

Lee Kantor: So if somebody wants to learn more Um, about the human farms, uh, you know, the initiatives you’re working on and the human. And to support the human farm brand. Uh, is there a website? Is there a way to connect social media? Is there?

John Shuman: Yeah. Yeah. Well, social media, of course, human farms. Um, and then our we have two brands, Real Sweet and Mister Buck’s. Um, you can go to human farms, google.com, uh, on the website and see our website and for recipes and some, uh, consumer, some, you know, versatility of the body. And you can check out real sweet. Com so yeah, there’s a couple of ways to connect with us.

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

John Shuman: All right. Thank you. Lee, it’s been a pleasure.

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

Tagged With: Shuman Farms

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