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The Power of Coaching and Emotional Intelligence in Leadership Development

August 15, 2025 by Jacob Lapera

High Velocity Radio
High Velocity Radio
The Power of Coaching and Emotional Intelligence in Leadership Development
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Lee Kantor interviews Valerie Keels, known as Val the HR Gal, about her journey from HR consulting for nonprofits to a focus on leadership and emotional intelligence coaching. Valerie shares insights on the growing demand for coaching, especially post-COVID, and discusses her client-centered approach using self-reflection and emotional intelligence tools. She highlights the importance of relationships, self-awareness, and creativity in career development, and offers practical advice for individuals and teams seeking greater fulfillment and effectiveness in their work lives.

Valerie Keels, Coaching Fundamentals with Val the HR Gal. A human resources practitioner with over 25 years’ experience in non-profit association management in the DC metropolitan area, she has proven success in creating cultures of collaboration and implementing change to achieve workforce excellence.

As an ICF certified coach, she has built her practice in the aeras of transformational leadership, as well as developing emotional intelligence, team building, and managing career change.

Connect with Valerie on LinkedIn.

What You’ll Learn In This Episode

  • The value proposition of coaching
  • Why the business tagline is, “Success through Relationships”
  • How to distinguish between what’s good from what’s right

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 Valerie Keels and she is with Val the HR Gal. Welcome.

Speaker3: Hi, Lea. Thank you. Glad to be here.

Lee Kantor: Well, I’m so excited to learn about your practice. Tell us about Val, the hr gal. How are you serving, folks?

Speaker3: Absolutely. So I thought of Val, the air gal in a dream. And I manifested my my business probably about 15 years ago as a consulting, just HR consulting business. I’ve been 20 plus years as an HR generalist for nonprofit organizations in the Washington, DC area. And I’m thinking, you know, future thinking. You know, how can I expand my knowledge base and my my network and to also prepare for whatever retirement means when it’s that time? So I’ve been doing about air golf for about 15 years, and most recently have been concentrating mostly on leadership coaching and emotional intelligence coaching.

Lee Kantor: So you started out doing actual consulting and then now you’ve pivoted towards coaching or you do both?

Speaker3: I do both. I started out doing mostly HR consulting, but it seems that the nature of work and business people seem to need coaching a bit more, and I get more people coming to me for for the coaching than anything else.

Lee Kantor: Well, I find that pretty encouraging because I think coaching is so valuable and that not enough people are taking advantage of all the great coaches that are out there.

Speaker3: Absolutely. It’s an emerging market. As I said when I started, it was mostly emotional intelligence. I am a Ekiti 2.0 certified emotional intelligence coach, and when I started doing that about eight years ago, you know, that was when this whole big thing about emotional intelligence was very prominent. And, you know, people wanting to build teams, build better teams and communicate with leaders, wanted to communicate with staff better and work better together. You know, we have multigenerational, multi-ethnic, very diverse workforces. And I think people really needed help relating to one another. In addition to that, you know, I also do the leadership coaching, career coaching, just whatever people need in their lives at that moment.

Lee Kantor: And then your niche is primarily nonprofits.

Speaker3: Primarily nonprofits. But I do have clients from the whole spectrum.

Lee Kantor: And then so when they’re coming to you for coaching, what are they hoping to get out of it? Like leadership is kind of a general term, but do they? Are they trying to get promoted or are they trying to look for their next opportunity? What like what are they trying to get out of coaching?

Speaker3: Absolutely. So people come to me for various reasons. Sometimes they’re in a program and coaching is part of their leadership development. Maybe they’re middle management and looking to move into leadership roles. Sometimes people are new in their career, um, and need some help, you know, kind of charting a career path. And then I have others who have been in a career for a while, and they want to pivot and change. I think the time around Covid, when people were really being very self-reflective and thinking about what’s important to them. Um, they really started digging deep and saying, am I really doing what I want to do? Um, and if that wasn’t the case, how do I break out and do something that’s more fulfilling and brings more purpose to my life.

Lee Kantor: So what are some exercises you do for people who are having those kind of thoughts? Like, are there some things they could be doing that will help them kind of chart a more fulfilling path in their career?

Speaker3: Absolutely. I mean, I always encourage people, and it doesn’t have to be any of the tools that I use, like Myers-Briggs or, um, disc, or I even have an emotional intelligence tool that I use as well with the EQ 2.0, but just to allow people to do some self-reflection first, like what are what are my goals? Like, what am I strong at? Um, what brings me joy? Identifying those things and how how do I communicate with others? You know, all those things go into that kind of self-reflection to try to figure out, you know, what’s important to me, and what do I need to be successful now?

Lee Kantor: Do you find an area that people maybe aren’t leveraging enough, or maybe they take for granted? Are there relationships?

Speaker3: Um, yeah. And I think, you know, when you think about relationships, everything that we do, both personal and professional, is centered around some sort of relationship, whether it’s, you know, your parental relationships, your sibling relationships or friendships, you know, spouses, whomever, bosses, coworkers, they’re all relationships that we have to maneuver and manage through our lives. And I think when we think about some of the things that inhibit us, it is our reluctance sometimes to explore those relationships a little deeper and dig deeper into understanding why we’re not always getting the best results.

Lee Kantor: So is there any kind of anything actionable for our listeners in order to kind of, you know, get more out of those relationships. Are there some activity or exercise that I’m doing right now to maybe kind of, um, either reboot or jumpstart, uh, some of their relationships?

Speaker3: Absolutely. Lee, I think, again, I have a three part kind of approach. Um, I call it consciousness and self-reflection. So that’s all about that kind of self-discovery. Who am I? What do I want? What brings me joy? Then looking at, um, rhythm and flow. Like, how am I showing up? What’s my way of doing and being? And how is that working for me? That’s a quote from Doctor Phil when he’s interviewing people, how is that really working for you? And sometimes we approach life like we’ve always done it this way or this way has often got the best results. But we live in a very dynamic world and things change. People change. I keep going back to Covid because that that was really an explosion of change Age and opportunity. I think people saw that as, you know, I really need to reboot and do some things differently to bring some better happiness and joy into my life, and then allowing a space for, um, creativity and spaciousness and thinking outside of the box, you know, being counterintuitive and allowing for that openness for new ideas to flow.

Lee Kantor: Now, when you’re working with your clients, um, how do you kind of open their mind to doing things maybe a different way or auditing, like you were saying, you know, how’s this working for you? In order to determine that, you have to kind of look and see what your track record is, and you got to kind of you’re holding them accountable to some past that has actually occurred, not some theoretical future, but some past. So how do you kind of create that safe space for them to feel vulnerable enough to share and in order to get the most out of the coaching experience.

Speaker3: Absolutely. I am a ICF certified coach, and part of the ethics of that coaching environment is stating, you know, that the coaching experience is led by the client. The client determines what they want to work on. The client determines what they want to bring to the coaching relationship and what they want to get out of it. And we generally start with a individual development plan that we co-create. Um, there’s generally like a hypothesis or a question or something that they want to get to, to get to the other side. Like, you know, how can I show up differently at work to present myself as a candidate for a promotion? Or what do I need to do differently to bring more joy into my life or whatever it is that the client wants to work on. It’s there. There. This is the process is them and they drive it. Um, so we open it up. We we really create kind of like a personal Swot analysis. We look at, you know, the strengths and weaknesses of what they’re doing and also the opportunities and threats for them to get to where they want to go.

Lee Kantor: Now is there a story you can share? Um, that kind of demonstrates how this could work or potentially, um, how you can help someone get to a new level? Don’t name the name of the individual, but maybe share the problem that they had and how you were able to help them.

Speaker3: Sure. Um, I think well, my clients, I’m not going to say many people, a lot of my clients are open to what the universe has for them, even though they may be employed or self-employed or whatever it is they’re doing in their lives. They’re always looking for something better or more or more enriching. And I had this one client. He worked for a municipality, but he always had this inkling to be an entrepreneur. I mean, but he had a family, you know, a wife, and he, you know, had to make sure that, you know, his home is taken care of, that, um, you know, the bills are paid and that sort of thing. But I encouraged him, just as I’m doing kind of, you know, to explore entrepreneurship on the side as his schedule allows and to feed into, you know, some of his desires outside of work. So we worked out a plan where he’s scheduled in some time to do some investigations to build up his network, to do the sorts of things that were going to enable him to explore that in a safe space for him where he could still meet the responsibilities of his 9 to 5. But to also expand and to see what the possibilities were. The good thing in that situation is that his wife was not, um, American, and the plan had always been to move to her home country at some point. So, you know, we explored some of the contacts that he had in his wife’s home country and worked out, you know, some marketing and some things like that. So I’m not sure we didn’t, you know, when we worked together for about six months, I’m not sure where he landed, but he was definitely at a point where he had a roadmap to get him to that next place.

Lee Kantor: And that’s really all you could hope for, right, is give them kind of the pathway they have to take the steps in order to be successful. You you can’t want it more than them.

Speaker3: No, not at all. Exactly. And they have to do the work. And as you mentioned earlier in our conversation. You know, I’m an accountability partner, right? I’m not a taskmaster. I’m not a drill sergeant. You know, I’m only here to help the client fulfill what they want.

Lee Kantor: Now, do you ever work with boards of directors at some of these nonprofits to, um, you know, put into place some, uh, some coaching program for the organization or certain people within the organization? Or do you primarily work with individual contributors?

Speaker3: Yeah, it’s about HR. I do primarily work with individuals, but as an employee, I’m still employed. I do work within the HR team. We have a cadre of certified coaches within the organization, and my organization has a retreat kind of mentality. The teams, um, typically will go away for 2 or 3 day offsite, um, type of activity. And with that, I can bring in group coaching, you know, to to do some team building and identifying areas that the team need to work on. Um, to be better. We can also work with individuals within teams or leaders of teams to help them manage their teams better.

Lee Kantor: Now, do you enjoy that work or retreat work?

Speaker3: Absolutely. That’s what I started doing. And, um, it’s been very fulfilling. My, my employer has been very supportive of my coaching work. And because I can use it internally, it’s a win win for us both.

Lee Kantor: Have you learned anything about how to put on a good retreat? Some do’s and don’ts.

Speaker3: Um, I would say have a good plan in place first. Like, what do you want to get out of the retreat? I think it’s also important to have a good balance of the work, like the the planning and and you know what the team needs to accomplish, but also some down fun time. You have to make sure you have some getting to know. Um, allowing people to let their hair down a little bit and get to know one another on a very personal level, I think that’s very important as well.

Lee Kantor: So if somebody wants to learn more about working with you, uh, what is the website? Is there a place to connect?

Speaker3: Sure. My website is WW. Vale the HR gal t h e hr.com. Um, I can also be reached in LinkedIn. Um, and I can provide you those, um, digits if that’s necessary, but.

Lee Kantor: I think it’ll be on the post. But Val, the HR gal com is a pretty easy way to find you.

Speaker3: Pretty easy way, yes.

Lee Kantor: Yeah, that dream was pretty efficient to get you the URL for the website as well. That worked out pretty well.

Speaker3: Like years before I even launched the business. I was like, I think it was a vision. So I pounced on that and secured the URL. And then a couple years later I actually moved on it.

Lee Kantor: Wow. That’s a it’s a catchy URL. Good. Good job. I think most people don’t spend the $12 to get to lock that down. That’s a good investment. Well, congratulations on all the success and thank you so much for sharing your story. You’re doing such important work and we appreciate you.

Speaker3: Thank you for having me, Lee.

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

Tagged With: Val the HR Gal, Valerie Keels

Tiny Global Footprints: Inspiring Young Explorers One Book at a Time

August 15, 2025 by Jacob Lapera

High Velocity Radio
High Velocity Radio
Tiny Global Footprints: Inspiring Young Explorers One Book at a Time
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On this episode of High Velocity Radio, host Lee Kantor talks with Deborah Haile and her son Jonah Seyum of Tiny Global Footprints. They discuss how their family travel adventures inspired a business creating children’s books, podcasts, and vlogs that celebrate cultural exploration. Deborah and Jonah share insights on involving kids in creative projects, running a nonprofit to help African children write books, and practical family travel tips. Their story highlights the value of collaboration, flexibility, and empowering children to lead, offering inspiration for families interested in travel, storytelling, and entrepreneurship.

Jonah Seyum, a 12-year-old globe-trotter, has traveled to 22 countries alongside his mother and co-CEO, Deborah Haile, and has already published six bestselling books. His latest project, The Eri Basketball Boys, co-authored with friends from Eritrea, is set to release later this year. He has a passion for travel and cherishes spending time with his family — especially his parents and his 30 cousins, who are spread across Minneapolis, Atlanta, Orlando, Denver, and Eritrea.

Beyond his love for adventure, Jonah enjoys playing basketball and soccer, performing on his violin, and diving into epic Fortnite battles on his PS4. He has a strong affinity for math and history, loves reading books, enjoys learning new languages, and finds joy in listening to music.

Founder and Co-CEO of Tiny Global Footprints, podcaster, and bestselling author, Deborah is a busy working mother committed to seeing the world with her son. She loves seeing the world through his eyes and sharing stories from their travels by writing the Jonah’s Global Footprints book series.

She holds a master’s degree from George Mason University in Virginia and a Bachelor of Arts from the University of Minnesota. She is originally from Eritrea but grew up in Minnesota. She is passionate about teaching children about global cultures and wants to help make travel an essential part of every childhood. She plans to publish more books based on different countries she and Jonah visit.

Connect with Deborah and Jonah on Facebook and Twitter.

What You’ll Learn In This Episode

  • How Deborah and Jonah are building Tiny Global Footprints and the podcast
  • Deborah’s guidance, coaching, and mentorship tips on building a family business
  • Advice for others who would like to coach/go into business with their kids
  • How Deborah nurtures Jonah’s leadership skills
  • What Deborah has learned about running a business with her son

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 Deborah, Hila, and Jonah Seyoum and they are with tiny global footprints. Welcome.

Deborah Haile: Thank you Lee. We appreciate the opportunity. Thank you.

Lee Kantor: Well, I’m excited to learn what you’re up to. Tell us about Tiny global footprints. How you serving, folks?

Deborah Haile: Okay. Um, Jonah will go first, and then I’ll go out right after.

Jonah Seyum: So tiny global. Footprint is our business, and we write books together. For example, I’ve written seven books. Three with my mom and three by myself, and one with my friends who live in Asmara, Eritrea, which is in Northeast Africa.

Deborah Haile: So the the brand it started kind of global footprint started back in 2019 as my son and I loved to travel and see the world, and from our travels came books. We started writing books about our adventures. We wrote books on Thailand, Cuba, Eritrea. Like Jonah mentioned this in Northeast Africa, which is our original. Our families are from there as well. And then that kind of ignited some type of author a writer want to be to Jonah. And so he started to get to start writing books on his own. And then that went into us having like our own podcast as well. And then from that just it’s just been growing over the years. And then now we have also a nonprofit in Africa. Basically, we help other kids write books as well, which is the one that Jonah just mentioned. They just published it with his friends in Eritrea. So it’s been evolving over the years, but a global footprint originally started for us just because we have a love for travel and writing books.

Lee Kantor: So at the beginning, when it was just you traveling, what kind of was the genesis of, hey, maybe we should write some of this down and turn and turn our adventures into books.

Deborah Haile: It was people just coming and asking questions like my friends and family just saying, I don’t know how you’re doing it. Traveling with, you know, a five year old, a four year old, you know, to Thailand, to the other side of the world to like Cuba. These are just, you know, places that adults are somewhat fearful of going to. So I said, oh, let’s write a book about it because it’s safe. And, you know, we need to have a cultural. We need to bridge this cultural barrier. It seems like, because everyone feels like there is this fear to go abroad and learn about other cultures and learn about, you know, other areas, parts of the world. So. And taking children with you. So that’s where that came from.

Lee Kantor: And what was kind of the like. Why didn’t you write it as you as being, you know, somebody that’s had the career that you’ve had, why didn’t you just have it from your perspective? What was the thinking of getting your child involved?

Deborah Haile: He has a different perspective than I do. So we always, you know, and when we started writing, I was writing children’s books. So I wanted it to have a child’s voice as well, not just an adult’s voice writing. And, you know, for children. And I think that’s also what’s been inspiring for other children now to wanting to write and wanting to travel because they see him doing, you know, this and the whole purpose is for us, you know, to to inspire other families. And I, I’m not doing it by myself. So I’m doing it with my son. And I wanted his voice to be heard as well.

Lee Kantor: So as a parent kind of creating a business with their child, how are you kind of guiding your child and, you know, while still giving them support but not necessarily taking over the whole project? How are you creating that balance?

Deborah Haile: Well, creating a balance between, um, it’s difficult, but I think he he’s growing into it too now, meaning it’s changing his, uh, perspective. He is writing his own books. He has he’s he’s creating YouTube videos like vlogs from our travels, which he’s getting, you know, a lot of subscribers to he’s moving on to getting subscribers and moving on to, uh, being just a, uh, knowing, I guess he’s moving into him, getting his own voice heard as well. Uh, from this is giving him confidence, is giving him a way to, um, set in his own, um, you know what what what it is that he wants to say and what it is that he wants to do in these travel vlogs that he has on, you know, YouTube that’s, you know, also helping you know, with, with along with the books, I guess. So I guess I balance I’m feeding off of him now. Initially he used to feed off of me. Um, he has his own confidence going and he has his own ways of doing things. And so because he’s been doing it for the last six years. And so, um, I guess he’s, you know, him finding his voice, uh, it makes me happy, and I’m balancing it. Well, because it’s not. I used to run everything, but he’s definitely there supporting me with it now. So Jonah answered the question.

Lee Kantor: So? So, Jonah, what? Um, what do you like more? Do you like doing the videos? Do you like writing the books? Do you like maybe some of the speaking that you’re able to do now? What are your favorite parts of this adventure?

Jonah Seyum: So I like doing all of them because I like to show the people, like on social media about traveling and about the world and different cultures. But I also like to show younger children about cultures and traveling through books as well.

Lee Kantor: So when you’re traveling, what do you look for? Uh, what what types of things are you excited to do when you get to a new country? Is it the food? Is it the people? Is it the sights? What are your favorite parts of traveling?

Jonah Seyum: Normally, my first thing that I love to do is go sightseeing and then have some traditional food. And then after that, if it’s like somewhere that has a beach, go to the beach.

Lee Kantor: So are you primarily going to countries that have beaches? Is that, uh, what you’re all looking for?

Jonah Seyum: Um, not really like, but we do go to some. But like, over the summer, we just went to Qatar and Dubai and Abu Dhabi.

Deborah Haile: And. And there. What did you do there?

Jonah Seyum: And there we went to like, different different like known locations, went to malls, museums and stuff like that.

Lee Kantor: Um, because of your work, are you getting opportunities when you get to these different, um, communities? Are you getting opportunities to interact with the children, like, do you set up kind of, um, talks with, uh, young people?

Jonah Seyum: I do that in Eritrea, but not sort of with other countries, because in Eritrea, like, it’s easier to, um, to bond and to tell them about writing and traveling and like. Yeah.

Deborah Haile: And in Eritrea, we have a writers program that is, um, that he’s involved with. And so that’s where the children come in, that’s where his influence and the kids come in to.

Lee Kantor: And that hasn’t been able to expand beyond Eritrea.

Deborah Haile: So that’s new right. Like so again like I this is not a full time work for me. I have a full time job. I’m, um, I’m a director in a legal operation, so I don’t have this is a part time thing that started as, you know, again, like us, um, just traveling, writing books. But then that evolved into us having a, you know, podcast media, um, as, um, also being having this nonprofit now. So the reason why, uh, we, we had no plans on even doing it in Asia. It’s just the kids were interested after they seen what Jonah has done. Um, he was able to, um, you know, show them that he was able to write books on his own, that he was able to show them like he’s been to, you know, 22 countries and what he’s learned from there. And, you know, they the kids wanted to be part of, you know, our journey. And they wanted to be involved, and they wanted to write their own books and their own stories. So then we, you know, started having like teachers and other, um, instructors there for them that help them kind of with this process. And then they are writing and they are reading and they are doing all these things there, and we are helping them from here. But yeah, it’s so that’s been our contribution is just helping, you know, these kids, you know, that were that showed interest in this um, in our program basically.

Lee Kantor: So are there any lessons you can share to other parents who might want to get involved with the business with their children? Maybe some do’s and don’ts?

Deborah Haile: Yeah. Um, studying them early is a do for sure. Um, I would say, um, you know, setting them early, not only setting them early, but have them having them be part of the process. So, for example, Joanna, can you tell them about the festival that we just had. And what did you do with the book selling and stuff like that?

Jonah Seyum: So we just had an annual Eritrean festival that was in California and family came in, but we had like our own booth at the festival and we were selling our books, and I sold most of the I sold most of the books. And I was explaining how, like how kids should go, how kitchen explore and travel the world, like how I did and to inspire them to read and write.

Deborah Haile: And you did it at the Miami Book Fair as well, every year. Right. Mhm. Doing it. And so it’s so again it’s like he’s having um he’s growing up to have confidence in showing up on. Oh these are our books. This is what the book is about. This is why you should get it. This is why I wrote this. This is I wrote, you know why. Oh, about chores. Because I hate chores, and I. Now, as I get older, my chores keep increasing. So I wrote about it. I love basketball and soccer, so I wrote about it. These are things that are happening in my daily life. So then that’s basically what is inspiring, you know, the kids to do. So starting him early I think, is what helped him have this voice now and is also helping him have this voice now, as you know, a 12 year old, um, about not only about traveling, but also like having these vlogs, these travel vlogs, and he’s where he’s explaining about where he is, what he’s doing. Um, his travel vlogs show different parts of the world the Middle East, Asia, Africa, um, you know, South America. So it’s it’s good, uh, to start them early and I would say like don’t. And with business as well, he’s he controls the money like everything that we made for example from the festival, he got 50% because he was there selling the entire time.

Deborah Haile: He didn’t go have fun with his friends. He also, um, also did a lot of, um, PR work when we were there, just going out and meeting people. And a lot of people recognize him from our Instagram, our, um, YouTube. So they were coming and saying hello to him, taking pictures with him, which gave him more motivation and told him, you know, you’re a young leader. Keep going. And so that gave him even, um, you know, encouragement. Um, so it’s a really good, like, confidence, you know, I guess booster in a, in a way. And he’s learning. In the same token, he’s learning about, you know, being how to become an author. He’s writing, he’s learning about, you know, the world culture, um, and he’s contributing to that as well as a young author. Um, so which is, um, which is, I think, helpful. And so to do do’s and don’ts, I think it’s more do’s than don’t I don’t think I said anything that you don’t, but just get them involved. Um, the money part, you know, to get them financially. To get them to learn about financials, like I mentioned.

Deborah Haile: Like him, how much he was getting when he was like writing that he was getting 50% of it. And and he was doing the calculations. He counted everything. He put it in an Excel sheet. He calculated how much you were getting back and everything. So it’s great because he’s able to, like, explain, um, what, you know, his involvement is with everything. So, um, and so having a business with a child is has been more, you know, beneficial than than not. Because even in the podcast, as both of us talking to both of us, um, you know, explaining about, you know, our travels or the do adults of different countries, we want to what are some tips that we have learned for family travel that is um, so even in the podcast, he runs it with me. He sets it up. He does. He makes sure the video is working, he records it. He’s the one who sends it to our editor. He’s fully involved and engaged in the whole process. Um, like I mentioned, I was the one who was doing all this. You know, when we started. But now he is definitely doing the 50% of it and supporting, uh, his end, uh, by doing, uh, by doing all these that tasks that I just mentioned.

Lee Kantor: Now, what about some tips for family travel? Uh, that sounds like that’s where this all began for, uh, just traveling internationally. Um, is there anything that you would recommend for families when they travel together? Um, how to involve the child more and how to maybe get some of their input on where to go and what to do?

Deborah Haile: Yeah. Um, how how do you do it? Joanna, we’ll start with you.

Jonah Seyum: So I recommend, before leaving, check the weather on on the destination, because you don’t know how you’re going to pack for this trip. And you want to know, like the weather, so that you’re not too cold or hot and don’t bring the right clothes. Close next. Research about your destination before you go. Like make sure it’s safe and places and cities that you want to visit and landmarks that you want to see. And and yeah, that’s those are my tips.

Lee Kantor: Now how do you all find kind of the hidden gems? How do you find the places the locals go to rather than, you know, where a lot of tourists go?

Deborah Haile: Oh, good. Good point. You know, um, back in the I would say like, you know, 5 or 6 years ago, I would make sure to Google and check it to see what’s, you know, again, what’s our plan? Uh, some of them also we try to do multiple countries. So we go to every trail once a year. Oh sorry. Twice a year usually. And once we go to Eritrea we usually go, you know, we try to go. For example, last time we did London and then Eritrea, and then last time after that we did Rome. And then another time we did this past time we did Qatar and Dubai and Abu Dhabi. So. And then so when we go to these places when we’re trying to figure out where to go. It’s usually a few days that we’re there, so I make sure that I do a plan, a tight plan, right? Like, okay, we’re there for three days. What do we want to. What are the masses in three days that are not. Um, there are sometimes I think that are not popular. So for in Qatar, I said, what are the best? Where is it? I asked ChatGPT this time before it used to be Google. I asked ChatGPT what is the right place I need to go in Qatar? Where do I need to stay? That is in the middle. Um, and it’s not like, you know, downtown or anywhere, but it’s close to, you know, the museums is close to things that we must see as a, you know, family, um, of, you know, traveling.

Deborah Haile: Um, and the hotel that we ended up seeing was right by the souq, which is the market. Um, and it was an area. It was a hidden area. Like no one, really. The hotels and the tourists stayed on the other end of the city. And when we were staying, it was, you know, really nice, but it was really right next to the market. It was really it was next to all these museums as well. And then there’s a a flag area that that also a flag plaza that’s also well known. So we made sure to stay close by so we can walk to it. But it was very hot. So we also Uber at the same time. But we tried to make sure we plan it ahead. So when we were traveling. One of the things we try to do is plan ahead. We tried to get Johanna and I involved in like what he wants to do. What I want to do, and then we try to obviously even it out with figuring out what is it that that we both are going to enjoy doing. So the itinerary usually involves both of us. We try to obviously always embrace the local culture. So we always say, where is kid friendly food, places that we need to go to, or where is it? You know, we want to make sure like we have authentic, uh, food that we want to eat.

Deborah Haile: What are the what are some, uh, restaurant recommendations? Um, usually we do this when we get there. We don’t plan that ahead. Actually, we don’t do any restaurant research ahead. We get there and we ask the locals. We get there. We ask the concierge concierge that are at the at the hotel. Um, so we always try to make sure, you know, that we are, uh, prioritizing, you know, looking, um, prioritizing, going to areas that are, you know, hidden, not only hidden gems, but also somewhere where we can learn the culture, um, and obviously but and make sure that we’re staying, you know, safe at the same time. But embracing the culture, the local culture is definitely our go to. So, um, and we make sure that, you know, we are doing that for, you know, where we’re meeting like locals, we would go places and we would meet locals and we would say, hey, what do you recommend for? We were thinking to do this. And they say, oh, you have to do this. So, you know, just having chats with locals also helps. We, we basically like we we don’t go from here, from the US. Basically, we don’t go from the US planning every single item that’s on the itinerary. We go from the US saying, these are the things we would love to do. Let’s get there and see how we feel. Let’s talk to other locals there.

Deborah Haile: Let’s see how the culture is. Let’s see. We might change these plans so that that has happened multiple times as well, where we just get there and we say, okay, let’s do this instead. So just plans change. And so I try not to make it just concrete plans that we need to stick to. Sometimes I do, and there are some things that we really want to do, but majority of the time. Um, we go there and then, you know, we have some ideas of what we want to do, but when we get there and talk to the locals, we definitely change our minds. We’ve changed our minds many times of what how our itinerary goes because of the recommendations of our tour guide or recommendations of other local or hotel staff or, you know, restaurants that we end up seeing and stuff like that. So, um, we are definitely not, uh, travelers that that, um, plan every single detail of the trip. We we go, we try to go there. That’s part of the adventure that we do is we go there and we figure it out sometimes. A lot of times, actually, 80% of the time, um, there’s places we went and we didn’t have a hotel when we landed. We’re like, okay, what area should we stay this time? And, um, we figure it out when we get there. Um, so we’ve done that several times and it works out just well for us.

Lee Kantor: Now, how do you decide what, uh, subject to publish books on, uh, especially moving forward?

Deborah Haile: Um. Good question. So our books, the the theme is the the book series is called Jonah’s Global Footprint. And so the book, again, like I mentioned, it’s, uh, Cuba and Thailand and Eritrea, and now we’re writing our new book in, um, in the Middle East. Uh, actually, the new book will be coming out of Middle East. So the theme of our books is travel, because that’s how this whole thing started. However, in parallel, Joanna also writes. Kind of day to day life, things like I mentioned. He wrote about chores. He wrote about basketball or soccer. He wrote about what does daddy do, do do all day during, um, Covid because he sees me. You know, he was young, he was only like six, seven then, and he saw me, like leaving the house and, you know, uh, sorry, staying at home and working. And he he would see that, you know, leaving the house. And he got curious. Where is it that you work even though he knew or he worked, but he still was curious about it. So he wrote a book about it. What does daddy do all day while mommy works? And so, um, it was it’s just things that, that he is really interested on that he writes, uh, books on. Um, but our theme for our, for the, for the books that we write together is travel. So new destinations like, you know, we did Africa, we did Asia. We did, um, you know, Kiva, and now we’re doing the Middle East. And so, you know, next we’ll see which, you know, country, which region we’re going to concentrate on. But it’s going to consist of writing more on, you know, different parts of the world to introduce that, you know, to introduce those cultures, to introduce those ways of, um, you know, working and um, just embracing, embracing those cultures, basically.

Lee Kantor: And, um, if somebody wants to learn more and follow your travels, get Ahold of the books or listen to your podcasts. Is there a website where they can kind of a centrally located place where they can learn more about what you’re up to?

Jonah Seyum: Yeah. So our website is called Tiny Global Footprint Net.

Deborah Haile: And, uh, they can contact us with an email. Um, hello. Tiny global footprint net. Um, but on social media, we are, um, tiny global footprint. Um, and we have, um, you know, uh, followers from all over the world. So which is, you know, great. Uh, our podcast is also on our website, so you’ll be able to find it there. Um, and all the media that we’ve had, all the articles about us and all the TV interviews we had everything. All, all. All of that is also in the website. So. And the books included. Um, all our books are also on there. All seven books are also on there. So you’ll be able to find everything about us on our website. Tiny global footprints net.

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

Deborah Haile: Thank you. Lee. We really appreciate the time.

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

Tagged With: Tiny Global Footprints

From Burnout to Balance: Transforming Healthcare One Micro Shift at a Time

August 14, 2025 by Jacob Lapera

High Velocity Radio
High Velocity Radio
From Burnout to Balance: Transforming Healthcare One Micro Shift at a Time
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In this episode of High Velocity Radio, Lee Kantor interviews Doreen Steenland, a reset and work-life integration expert. Drawing from her experience as an ICU and trauma nurse, Doreen discusses the severe impact of burnout among healthcare professionals, costing the industry $300 billion annually. She introduces her Micro-Shift Reset System—practical, quick stress management techniques designed for busy healthcare workers. Doreen emphasizes the importance of small, actionable changes over traditional self-care approaches and shares success stories from her coaching. 

Doreen Steenland, RN, PCC, Reset Specialist, Micro‑Shift Reset System™ Creator, Leadership Coach for Healthcare Pros, Executive Presence at Doreen Steenland Coaching & Facilitation.

She help healthcare leaders break the burnout cycle and reset their nervous system—on command—whenever overwhelm strikes. No fluff. No bubble baths. Just brain-based, body-led micro-shifts that work in real life (yes, even mid-shift chaos).

After 35+ years as an RN, she have seen how survival mode steals their energy, their joy, and their presence. She created the Micro‑Shift Reset System™ to change that—one tiny reset at a time.

—Reclaim your calm.
—Lead with clarity.
—Have energy left for what matters most.

Because stress isn’t the enemy—staying stuck in it is.

Connect with Doreen on LinkedIn and Facebook.

What You’ll Learn In This Episode

  • Why is burnout prevention in healthcare workers so important
  • Why is burnout so prevalent in healthcare
  • Why do traditional stress management programs fail to deliver permanent transformation
  • What makes Micro-Shift Reset System™ different from all the other burnout prevention programs

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 Doreen SteenLand, who is a reset and work life integration expert with Doreen Steenland Coaching and Facilitation. Welcome.

Doreen Steenland: Thank you. Thanks so much for having me. I’m really glad to be here.

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

Doreen Steenland: Yeah. So I help healthcare stop the $300 billion bleeding due to stress related retention and absenteeism costs.

Lee Kantor: So what exactly does that mean? What? How do they kind of quantify that as a $300 billion issue.

Doreen Steenland: Yeah. So annually, hospitals and health care systems are losing this kind of money to stress related retention and absenteeism costs. Medical professionals are running on empty, and they are fleeing the field faster than we can train their replacements. So this is a real problem. And if you’ve ever if you’ve been to the hospital lately, any hospital, you’ll know that medicine is kind of running on bare bones. Now, if you’ve ever tried to get a doctor’s appointment recently, you see that you’re now waiting 6 to 8 months for appointments as a new patient. This is a problem. This is a problem of supply and demand, and it’s a problem of having enough professionals who don’t feel burnt out staying in the system.

Lee Kantor: So is this kind of a new problem, or is this problem being kind of creeping upward over the years?

Doreen Steenland: Now, this problem has been around for a while, but post Covid we definitely saw an increase and hospitals have been trying to navigate this burnout problem. Let’s face it, nurses right now in in 2025 report 69% burnout rate and 62% of those nurses are under the age of 25. That is our replacements. So I see this as a major problem. And physicians are still at about a 49% national average of burnout. These are big numbers, considering we’ve been working at this for the last five years to the last decade.

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

Doreen Steenland: Yeah. So I I’m one of, uh, 12 family members in my house in medicine, and I know what the halls of the hospitals are like. I was an ICU nurse, trauma nurse, and also a nurse leader. And I’ve lived the burnout, and I’ve felt it. I felt the detachment. I felt the cynical, um, attitude that comes with it being short fuzed. And it wasn’t because I wasn’t smart or capable. It was because I was stuck in these survival tendencies and these survival tendencies when mental, physical and emotional fatigue chronically deplete the energy reserves. So burnout is a real thing. And I’ve seen with all of my family members how they have to kind of several of them have to crawl up a bed after their their shifts for the week to recover because they are, um, just not bouncing back. And it’s not because they’re not smart, it’s not their fault. It’s because they’re stuck in survival tendencies. And I saw this as a huge problem. Um, and also there there’s obviously organizational issues with the hospital organization. This is not it’s not their fault. It’s not all on them. We’re short staffed. And that that specifically really weighs on a health care providers because they really care. They want to do the best for their patients. And they went into medicine to help others, and they’re feeling frustrated because they’re not able to give the care and the attention that they want to give to their patients.

Lee Kantor: Patience. Now, is there any relief coming with the advent of AI and robotics and some of these kind of machine learning and artificial intelligence tools that are at least a lot of people are talking about how they’re going to replace a lot of jobs. Is that where some of the relief is going to come from?

Doreen Steenland: Yeah. So I don’t see I really taking the place at the bedside where I do see AI intervening is in some of the mundane work that’s required in order to make meet insurance company regulations. I could see AI being, um, active in, um, assisting physicians and nurses with taking client histories and and tracking the notes and, and working in those ways. But but I can’t see them see AI directly involved in patient care.

Lee Kantor: Now, what is being done? Um, kind of in the boots, on the ground level when it comes to stress management right now. How? What are they doing to kind of alleviate some of this suffering?

Doreen Steenland: Well, there’s there’s two different approaches. There’s there’s, um, you know, education obviously. But what I’m seeing is that these professionals can recite the education and education without application is really short lived. Right. If if you’ve ever read a book, you know that reading the book is not going to create the transformation, you need to actually be able to apply it in real life settings. So there’s lots of education, there’s lots of coaching available. Excuse me for one minute. And um, there’s lots of, um, effort right now being put on the upstream efforts to reduce burnout by by taking a more systematic approach. And I would see what I offer health care, a more upstream approach to burnout prevention because it is, um, trying to tackle it before the burnout arrives.

Lee Kantor: Now, is this approach something you developed yourself from kind of being involved in health care for so long, or is there some, some other person’s kind of modality that you’re, uh, facilitating and implementing?

Doreen Steenland: Yeah. So I created the micro shift reset system. And this system actually walks health care workers through small daily, uh, incremental changes that they can apply right in the middle of their daily workflow. So being part of medicine and having so many family members in medicine. I know what the workflow is like in the hospital. I know that it’s unrealistic to have, um. Our medical professionals sit down for 30 minutes and meditate. That is not realistic in in the fast paced, uh, environment that they’re in. With the long 12 hour shifts, plus sometimes that they’re working. It’s unrealistic to expect them to do very, um, long activities. So this this process has been created to meet them right where they’re at, at the bedside, uh, to give them small little things that they could do to re-energize themselves and refill their tank in the middle of their day.

Lee Kantor: So these kind of, I guess, micro shifts, you call them?

Doreen Steenland: Yes.

Lee Kantor: Now, was this something that you just said, hey, no one’s going to sit down for 30 minutes in the middle of their day. How can I make this kind of the smallest, easiest, um, activity to implement? Is that what you were thinking? And just. You just started kind of testing it?

Doreen Steenland: Yes, exactly. So here here’s the thing. I’ve, I’ve been in coaching for the last decade, and this population will not deny that they need help. Um, they might not admit it to the staff. They might not admit it to the hospital. But they know inside that something’s wrong. And over and over and over again I’d hear clients say, but I don’t have time for blah, blah, blah, for coaching for this, for that. The other thing, and so their mindset right now is they are in a time warp almost. They don’t think they have time. So in order to start the process There needs to be small incremental steps and small wins that they could say this is doable. This is really doable. It doesn’t require a spa day. It doesn’t require a vacation. It doesn’t require a bubble bath where I sit still for an hour. It doesn’t require a 30 minute meditation. These are small, incremental steps that they could build into their actual workflow, that empower them to experience more of an inner peace, and that translates into money for the hospital.

Lee Kantor: Now, what was kind of the first reset that you came up with? You know, at the beginning of this.

Doreen Steenland: Yeah, I think I think always breathwork is something that everybody is really familiar with. Um, just even right now, Lee, if you just take a deep breath and inhale through your nose and exhale for longer than, um, than you normally do. So if you don’t mind, just humor me and do this with me. Sure. Take a deep breath in through your nose and exhale for a count to six. One. Two. Three. Four. Five. Six. Now do that a few times. We’re going to repeat that process. And I want to I want you to tell me what you notice in your body.

Lee Kantor: Well, the first thing I notice is my mind kind of quiets and I feel a sense of calm.

Doreen Steenland: Yeah. Yeah. And see, this is just one simple little micro shift there. There are hundreds of them that professionals and even people who sit behind desks and deal with client complaints all day can implement so that they can regain composure and regrown themselves. They’re all based in neuroscience. They all have to do with regulating the the inner world, regulating your nervous system so that you could show up as your best self.

Lee Kantor: Now, why do you think that? I mean, breathwork, I’ve heard about it. I’ve done some of it over the years. Why is it something that is just not, um, practice and known by more people? It seems so fundamental.

Doreen Steenland: Yeah, it is fundamental. And here’s the thing. Whenever we’re faced with stress, if you if you pay attention to what’s happening in your body, most of us hold our breath or breathe very shallow, or we brace ourselves for impact. That is just the way your body was designed to keep you safe. And when when professionals start to notice that they’re walking around, they’re they’re bracing a lot. They’re holding their breath a lot. They’re not really taking that deep breath. The sigh is actually your brain and body resetting your nervous system on command. That’s what it does. That’s what it was created to do. And it connects the body and the brain together. Yeah.

Lee Kantor: Now, you mentioned that this is obviously a multi-billion dollar product problem that’s affecting health care systems, big and small, all over the place. Um, are they kind of open to having conversations with you, the leadership, or is this something that they feel like this is just impossible to, to kind of deal with, even though that making even a small change would be a big deal in most, um, system health care systems, I would imagine.

Doreen Steenland: I think that the the statistics show that this is a viable space to invest in your employees for. Um, not only, um, preventing burnout and retaining your, your. Your good help, but it’s also for patient satisfaction surveys when your doctor is short or your nurse is short, stressed out, and doesn’t have time for you. How does that impact your experience in a hospital system?

Lee Kantor: Yeah, it’s not going to look good in the on those, uh, surveys.

Doreen Steenland: No. Absolutely not. So this this is a money making investment for health care facilities, for professionals, for hospitals to invest this for their employees. Now, many, um, many hospitals right now have employee assistance Programs because they are invested in providing for their employees. But the truth is that only 10% of employees actually engage in those programs, and those are the 10% that are already in in a bad state, right? Because nobody goes for help until they have to. Nobody calls the doctor unless they have to. Nobody really just seeks to say they put it off. They say, okay, I’ll deal with this tomorrow. Tomorrow will be better. We’ll have more staff. We’ll, you know, figure things out. Health care professionals were trained to self abandon to put everyone else above themselves. This was part of our training in school. This is how we were were taught. So to have them be able to notice themselves in the middle of all of this is is a huge shift.

Lee Kantor: Now, are your clients individual practitioners, or are you trying to talk to the kind of leadership of these, um, health care systems?

Doreen Steenland: Right. Yeah, I’d love to, to, um, have conversations like my ideal client is to have conversations with health care systems to get this in for all client onboarding, new nurse and physician onboarding. I’d love to see this in nursing and medical schools. I’d love to see this, um, given to every employee as a benefit so that they can have tools at their fingertips that they could do right at the bedside. They don’t need to take a break to do these tools. These are things they could do right in the middle of of handing out medications, doing procedures, talking with a patient at the bedside. They’re super practical. And that’s that’s the bottom line here. This is not a death by slide. Um, program. This is microlearning. And the statistics on microlearning right now are off the charts. Microlearning is the hottest new thing. It works because it increases retention by 80%. It increases engagement of people in the educational program by 50%. And the completion rates are quadrupled versus traditional learning methods. Traditionally, you know, we’re very scientific people in medicine. We have lots of statistics. We have lots of slides, we have lots of journal information which are all valuable. They’re all research based, and they’re all super important. But that doesn’t really tell them. All right. Everybody knows we have a burnout problem, but it doesn’t tell them how to fix it in the middle of their day. That’s what makes my product unique.

Lee Kantor: Is there any story you can share where you’ve implemented this, and either on an individual basis or a system basis, where there has been a noticeable change, where they were able to get to new levels and maybe kind of alleviate some of this burnout pain.

Doreen Steenland: Yeah. So here’s the thing I’ve had I’ve tested this extensively with individuals, and I have had report after report of, um, having increased job satisfaction again, of being stuck in traffic and having remembered one of these micro shifts and being able to control the anxiety that was bubbling, bubbling up inside of them. I’ve had, um, testimonies of people being able to speak, um, put their voice out there and ask for what they need. Because they’ve suddenly realized that. That they. It’s okay to have needs. It’s okay to to need space. It’s okay to take five minutes for a breath. It’s okay. To care for themselves so I can go on and on with testimonies about that. But, you know, I believe that this product can help the hospitals improve their numbers dramatically, dramatically.

Lee Kantor: So if somebody wants to learn more, have a more substantive conversation to discuss how to implement this type of facilitation, is there a website? What’s the best way to connect with you?

Doreen Steenland: Yes. Uh, Doreen. Com is my website, And, um, yeah, you can connect with me on LinkedIn. You can connect with me on Facebook. I’m I’m all over the internet, and I would love to have a conversation with you about how you can really, um, on a boots on the ground way impact your staff for for the good.

Lee Kantor: And that’s about d o r e e n s t e n land. Com.

Doreen Steenland: Correct. Correct.

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

Doreen Steenland: Thank you for having me. Lee, I really, really appreciate it.

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

Better Money Habits for Gen Z: Strategies to Thrive in Today’s Economic Landscape

August 12, 2025 by Jacob Lapera

Atlanta Business Radio
Atlanta Business Radio
Better Money Habits for Gen Z: Strategies to Thrive in Today’s Economic Landscape
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On this episode of Atlanta Business Radio, Lee Kantor talks with Barbie Palmer, Vice President of Business Technology Integration at Bank of America, about the Better Money Habits Gen Z Report. Barbie shares insights into Gen Z’s financial challenges, spending habits, and reliance on digital tools for money management. The discussion covers Gen Z’s attitudes toward saving, investing, and financial literacy, as well as their decreasing dependence on family support. Barbie offers practical advice for improving financial health and highlights Bank of America’s commitment to empowering young adults through accessible financial education resources.

Barbie Palmer is Business Technical Integration Manager within Operations at Bank of America.

She joined Bank of America in 1985.  Progressing through Lockbox Services senior leadership roles, she became one of the first recipients of the prestigious Global Diversity and Inclusion award in2010.

Due to her exceptional leadership and volunteer efforts, she was the recipient of the Global Diversity and Inclusion award again in 2016 and 2022. Due to Barbie’s exceptional volunteer work, she was the recipient of the Global Volunteer Award in 2018.

Active in her community,  she is a former CASA volunteer where she was the voice of children that were in the juvenile court system. She has developed partnerships and led several volunteer initiatives with the YMCA, Boys and Girls Clubs, Girls Scouts, Cool Girls, the Women of Cherith, Kindred Teen Spirited Moms, Mary Hall Freedom House and the Beverly Cunningham Outreach Program.

She has achieved milestone fundraiser amounts for United Way, Susan G. Komen and Lukemia Light the Night programs. Barbie is a recent graduate of United Way Volunteer Improvement Program.

In 2010, she was a recipient of the Neighborhood Excellence Initiative Award for developing a robust volunteer recruitment program with Operations Hope to deliver financial literacy to over 4,000 students in one year. In 2014, she was the recipient of the NAACP Jondelle Johnson Community Volunteer Award.

As the former Chair of Community Volunteers Atlanta from 2010-2014, Bank of America was recognized as the 2014 recipient of the Corporate Volunteer Council Impact Award and the 2013 recipient of the Corporate Green Day Environmental Award. In2017, she was the recipient of the Saving Our Children and Families Economic Empowerment award.

She was recently featured in Bank of America ads in 30 local market newspapers promoting her volunteer work. Barbie was also featured in 2022onward taping of iHeart Radio’s Black Information Network (BIN) for her work as a Better Money Habits Champion lead.

An Atlanta native, she received several certifications in Accounting and Management. Barbie is Greenbelt Certified. She has received a BA in Business Leadership at the University of Arizona at the highest level of summa cum laude. She serves as a mentor to new college students.

Currently she is working on her graduate degree in Organizational Management graduation in December 2025.She was inducted into the National Honor Society, Alpha Sigma Lambda and Golden Key International Honour Societies.

Connect with Barbie on LinkedIn.

What You’ll Learn In This Episode

  • How Gen Z is actually managing money in 2025
  • The cost of “adulting” and how this generation is adapting
  • Where financial wellness, mental health, and self-care intersect
  • What can Gen Z be doing to build their savings
  • What are Gen Z’s financial coping mechanisms
  • How is Gen Z tracking on financial milestones, such as saving for a home, retirement and investing

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 Barbie Palmer, who is Vice president, business Technology Integration with Bank of America. Welcome, Barbie.

Barbie Palmer: Hi, Lee. How are you today?

Lee Kantor: I am doing well. So excited to be talking to you. Tell us about your work at Bank of America. How are you serving folks?

Barbie Palmer: Thank you so much for that. I’m glad to be here today. Just wanted to let you know I will be celebrating 40 years with Bank of America. I will, it’s been a journey, but I am so happy that I’m able to celebrate 40 years. But I work in Treasury services. I also lead our better money habits champions within Bank of America, where we go out into into the community and make financial lives easier. So it’s been a great, great venture for me. I’m so excited.

Lee Kantor: So as part of your work, I would imagine is the release of the Bank of America’s Better Money Habits Gen Z report.

Barbie Palmer: It is correct. Today I will be reviewing the results of the Gen Z report. We had the opportunity to survey 1000 and about 100 Gen Zs to talk about engines. These are age 18 through 28, and we just had an opportunity to solicit their feedback to see how they’re managing their financial success.

Lee Kantor: So any kind of learnings you’re willing to share?

Barbie Palmer: As far as some of the findings, it was noted that Gen Z is finding adulthood more expensive than expected. Many are spending more than anticipated to cover daily costs. A third say that they feel as if they’re stressed about their finances. 52% of them are saying that those economic inabilities is primarily the root cause, and just saving continuously seems to be a struggle for much of this generation. And the charity report not being reports that it’s not being able to save as a top barrier to financial success at higher rates then in 2024. So despite financial pressure, Gen Z embraces the power of small treats. Whether to cheer themselves up or to celebrate a win. So they are also less financially dependent on their parents. Just 39% of the Gen Z are receiving financial support from family, which is down from from last year’s results. So when you think of it, Gen Z is is our next future. So we want to make sure that they have all the tools that they need in order to become more financially savvy. Thank you.

Lee Kantor: Now, how are they interacting with banks and financial institutions? Are they, you know, going into banks like maybe their parents would or are they rely primarily on digital, uh, financial services?

Barbie Palmer: So of course, Gen Z’s are more Technically savvy. They are leveraging the of course the Better Money Habits website. Which is better money have that better money habits.com. They’re leveraging those technical tools, such as visiting the budget and credit to and resources that shares all type of material and curriculum to assist them with, with understanding where to really where to start. And then in some cases, we have noted that they will from time to time seek financial advisor. But primarily they leverage remote technology and their and their phones to see what they can do to be able to manage their money coming in versus their money going out. And from there, they’re making adjustments to see what can they do differently. So definitely leveraging technology tools in order to identify I were. Room is needed for improvement.

Lee Kantor: Now, are they relying on professionals or are they kind of crowdsourcing their financial literacy? Are they leaning on sites like Reddit or some of the other kind of online portals where they could be learning about these skills? Or are they actually kind of walking into a Bank of America branch and chatting with a banker?

Barbie Palmer: So in actuality, we noticed that they’re leveraging better money habits. Com website, which is a free financial education platform designed to help people access trustworthy financial information that empowers them to improve their financial health. So we’re seeing more Gen Z’s leverage the website versus going into your typical brick and mortar. From time to time, you may see a Gen Z meeting with a financial advisor to primarily talk about investing in other, more sophisticated financial Aspects, but but 99% of the time the Gen Z are leveraging technology tools.

Lee Kantor: Now, are they kind of leaning into the power of compounding? Are they putting money aside every month to grow financially?

Barbie Palmer: Is a great question. So as far as some of the tools that Gen Z are using, of course, definitely being able to manage money more effectively. The goal is for Gen Zs to create an emergency fund, and with the emergency fund, we’re looking at saving finances for at least three months, up to a year, or whatever works best for them. So that’s one of the aspects, is for them to be able to create an emergency fund. But of course, the the most important thing is being able to leverage budgeting, saving, monitoring their credit as well as investing. Investing is is a is a great opportunity that the Gen Z are very r are very conscious of and interested in doing more. And of course, one of the things that they’re interested in, but due to some form of economic constraints is retirement. They’re looking to see what they can do for retirement planning. Saving is definitely a key component to that.

Lee Kantor: Are they still believing in the American dream?

Barbie Palmer: Absolutely. That’s a great question. They’re very they’re they’re advocates for the American dream. And I can just tell you, Leigh, I just taught financial literacy to over 50 Gen Zers from a nonprofit organization. And they were so eager to learn about what’s out there for them in order to be able to manage their money from being able to to read and understand their paycheck to being able to set up direct deposit. So instead of them getting a paper paycheck, they’ll receive that money directly into their bank bank account. And then from there, just literally setting up a savings account. And then credit is I think we spent probably about an hour talking about credit, because they want to make sure that they’re not making the wrong choices when it comes to credit, because most of the time when they go to college, they have people, they receive things in the mail saying, hey, you can get this credit card, and of course you’ll get this big gift. But they never tell them about the impact when they go and charge their credit card to the to the, to, to the max, and then they have to pay it off.

Lee Kantor: So you feel like they’re more literate maybe than previous generations when it comes to managing that type of debt.

Barbie Palmer: Based on my understanding and what I have witnessed over my 15 years of being a better Money Harvest champion, I would definitely, definitely say yes, that they feel as if the tools are out there primarily resources. They can just use their phone and search for having issues with saving and from there things pop up primarily. Better money happens if they enter w WW dot better money habits.com. They’re able to search by credit savings budgeting, investing. All of those things are readily available at their fingertips. Whereas other generations when you think of baby boomers, they may not have had the tools. Of course, they didn’t have the tools that’s in front of the Gen Z that they have today to assist them with being more financially savvy.

Lee Kantor: So is this generation actively investing or are they, um, kind of waiting until they get a little more financially stable?

Barbie Palmer: So I would just say about 35% of Gen z C investments as a key marker of financial independence. Yet only 21% of Gen Z invested in the stock market over the past year, which of course is higher than last year, which is which was 15%. They’re well aware of the importance of retirement planning, but saving for the future is a luxury much of this generation can’t afford right now. But the ultimate goal is to be able to start saving and leveraging the tools that they have in front of them to ensure that they’re making the right decisions that will not impact them in the future. But 1 in 10 say they don’t think that they will be able to invest or may have enough money to retire comfortably. So there’s still a lot of work to be done. But there are some great tools out there to assist us in getting to a point where they can retire comfortably, as well as they can invest without having any, any bad results of it.

Lee Kantor: Now, um, in your experience working with so many Gen Zs and, um, and in the work you’re doing, is there any tangible, actionable advice that a Gen Z can be doing right now or in the near future in order to build their savings?

Barbie Palmer: Absolutely. Great question. Some things that they can start doing right now is of course, I would recommend that they. Manage their money through knowing what’s coming in and what’s going out. Creating a savings account. Setting goals for savings. Continuously check your bank statement. Check receipts. Shop at lower price grocery stores. Look for affordable housing. Paying your bills early versus on time and then transferring money to savings. So those are some some tools that can definitely help us to get on the right track to being financially stable.

Lee Kantor: So based on the report, what kind of sets Gen Z apart from other generations?

Barbie Palmer: That is a great question. I would say primarily, as I mentioned earlier, Gen Z’s are eager. They want to be able to save money and be financially stable. Being open about their finances is one of the key contributors. So naturally talking about it to their family members, being transparent, talking to their friends, they don’t let peer pressure stand in the way of them establishing their financial goals. And then they don’t feel, as I mentioned, pressured from friends if they may have to cut out going out on the weekend because they’re spending more money versus staying home cooking their own meals. And then also, I would just say 42% of Gen Z say they are comfortable turning down social plans and just solely admitting I can’t afford it. Some people won’t say that, and they’ll continue to spend and spend and spend, but Gen Zs are aware of what’s going on. So in response to the rising cost of living, they’re passing up on those great events with friends and save money. So the biggest thing when it comes. Even when it comes to dating, Gen Z’s priority prioritizes financial responsibility. In a romantic partner, those are some things that they look for in order to set themselves apart from other generations.

Lee Kantor: If somebody wants to learn more about the report and about the website, what is the best way to do that?

Barbie Palmer: Yes, the best way to find out about the report is to visit Bank of America, and you can learn more about the report. There’s also the report is also listed under Gen Z. So you can you can click on the link for Gen Z. And it will give you all the tools that you need in order to see the results of the actual survey.

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

Barbie Palmer: Thank you so much. I greatly appreciate your time. I wanted to leave you with just one comment. At Bank of America, we’re We’re very committed to helping people lead better lives. We are helping them with all the skills and knowledge and tools that they need in order to be successful. We encourage all of our our clients to leverage the Bank of America website. We currently have over 500 better money habitat champions like myself, who go out into the community to promote Bank of America curriculum. I wish that I would have learned this earlier on in life. So to our Gen Z’s, you’re not giving up. We know you’re not giving up. You got this. A reminder please go to Better Money Habits. Com to learn more. Thank you so much.

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

Tagged With: Barbie Palmer

From Diagnosis to Empowerment: Shayne Swift’s Journey in ADHD Coaching and Expressive Arts

August 12, 2025 by Jacob Lapera

High Velocity Radio
High Velocity Radio
From Diagnosis to Empowerment: Shayne Swift’s Journey in ADHD Coaching and Expressive Arts
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In this episode of High Velocity Radio, Lee Kantor is joined by Shayne Swift, an ADHD coach and expressive arts facilitator with Swift Lyfe Coaching and Consulting. Shayne shares her late ADHD diagnosis at 38, her journey from educator to coach, and how she supports clients nationwide through virtual sessions. She discusses creative strategies, including art and community-building, to help clients manage ADHD. Shayne also introduces her workbook, designed to guide individuals through the emotional stages of diagnosis, and highlights the importance of self-advocacy and connection.

If ADHD were a superpower, Shayne Swift would be its wise and witty mentor. Diagnosed at 38, Shayne transformed her whirlwind experiences—think “Chatty Cathy meets postural sway champion”—into a thriving career as the Founder of Swift Lyfe Coaching and Consulting.

With credentials as impressive as her ability to juggle a million ideas (hello, ACC certification and a Master’s in Curriculum and Instruction!), she specializes in ADHD coaching, life coaching, and education consulting. She’s on a mission to help clients turn their “scatterbrain” moments into strategies for success.

Her approach is a delightful mix of empathy, expertise, and hilarity. She doesn’t just “get it”—she’s lived it. From navigating her own ADHD challenges to raising a daughter with the same diagnosis, she’s the real deal. Whether it’s demystifying ADHD in the BIPOC community or sharing her adventures of body doubling and DMV escapades, Shayne knows how to turn struggles into relatable, actionable insights.

At Swift Lyfe, she creates spaces where clients are seen, heard, and equipped with tools to thrive. Her coaching isn’t just about managing life—it’s about embracing your quirks, unlocking your potential, and laughing along the way.

Ready to take your journey from chaos to clarity? Shayne’s your guide, cheerleader, and (when needed) a dose of tough love. Dive into the Swift Lyfe experience and see why ADHD isn’t a flaw—it’s your greatest asset.

Connect with Shayne on LinkedIn, Instagram and Youtube.

What You’ll Learn In This Episode

  • How do creativity and art unlock new pathways for neurodivergent individuals—especially those with ADHD
  • About the Chaos2Clarity community
  • What are the biggest misconceptions about motivation, and what tools actually help people get started
  • Her book Grieving Differently.

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 Shayne Swift, who is with Swift Lyfe Coaching and Consulting. Welcome.

Shayne Swift: Thank you. Thank you so much for welcoming me. Nice to meet you.

Lee Kantor: Nice meeting you. I am so excited to learn about your practice. Tell us a little bit about your practice. How are you serving folks?

Shayne Swift: So I am an ADHD and, uh, coach and expressive arts facilitator, and I serve clients nationally because all of my coaching is virtual and I enjoy supporting people with managing their ADHD, getting a better understanding of how their brain works, and helping them implement strategies in their lives so that they can be more fulfilled, more purposeful, and more successful.

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

Shayne Swift: Well, at the age of eight, I knew I learned very differently from other people, but I had no idea why. Fast forward 30 years later. I’m 38 years old and getting an ADHD diagnosis myself, so I consider myself the help that I never had in school. And in my first in the start of my professional career and want to be that support for other neurodivergent.

Lee Kantor: Now, in your practice, how do you go about getting clients? Is this something that you have to work with? Practitioners who have identified this in their patients and they say, hey, maybe you should talk to Shane.

Shayne Swift: And that is a way that I get clients as a referral, but usually people find me on ADHD coaching directories because consumers know that we’ve been vetted if we are a part of the directory. And so usually that’s how people find me. So through attitude magazine, echo, which is the ADHD coaches organization. So people find me typically through those means or they find me on LinkedIn.

Lee Kantor: And is ADHD. Is it being found in people sooner than I mean, in your case? Obviously it was much later.

Shayne Swift: So basically, women seem to be diagnosed later than men because of the way it manifests itself. So, for example, um, as an elementary school student, I was the proverbial Chatty Cathy. And that is an underlying symptom for girls with ADHD, but I was just told I was talking too much, and it wasn’t until I was 38 that all of the dots were filled in and put together that the way that my ADHD was manifesting itself in elementary school is a bit different. So there’s a lot more light shedding on girls getting earlier diagnoses based on, um, this new set of criteria that we’re able to look at.

Lee Kantor: And then once you kind of understood that, how was that like what then what became actionable that you were able to, um, see things differently or do things differently?

Shayne Swift: Yeah. So first I had to get over being diagnosed. Um, because there are things that come up like shame and fear and anger. Um, so once getting over that, I knew that I had to do things very differently for myself. So I am a slave to my calendar. And so if it is not on my calendar, it is probably not going to happen. So I schedule time blocks and things like that. I have several reminders on the back of my Google calendar, so I get like seven reminders per event that goes on my calendar. Um, and I stretch them out to like two weeks before the event is supposed to start, so that I’m getting reminders in case there’s something I need to prepare, um, prior to the arrival of that particular date. Um, another example would be using an Eisenhower matrix. Um, on Sunday nights, I typically do this. Um, and that helps me prioritize the things that I need to do for the week. So what’s urgent? What can be scheduled? Is there anything I can delegate to someone else? So those are some of the strategies that I use to support myself and share with clients.

Lee Kantor: So how did a kind of your artistic expression fall into this?

Shayne Swift: Um, that’s a great question, honestly. Um, after 30 years in education and being burned out. Um, from the classroom to being a school founder, uh, it was a really difficult decision for me to leave, um, the school that I co-founded. And I found myself needing to resort to something to help me heal. Um, because I was going from being in a community of people all day. Teachers, students. You know, it’s fairly busy at a high school to working remotely. And that was really challenging for me. Um, so I got into AI art. Um, to kind of work through that and then realize that other things were happening with me, such as, um, my ability to regulate my emotions as an ADHD er was changing as a result of this, um, daily art practice. Um, I, uh, felt more creative. Um, um, as I did that and also my blood pressure was lowered as a result of doing the art. So I said, you know what? Something something is happening with me that I think I need to be able to share with other people. And so I decided, because I’m a serial learner. Um, I decided to, um, take an expressive arts courts to get that certification. And I use it with my clients now, and I, I love it. My clients love it.

Lee Kantor: So what? What? So you kind of stumbled into this? I art like it was just you were curious about it, and you’re like, let me see if I can do it. And you started playing and all of a sudden you’re like, I have an aptitude for this.

Shayne Swift: Yeah, absolutely. That’s that is exactly how it happened.

Lee Kantor: So what was your first kind of things you were experimenting with with the AI because it’s changing so rapidly? I mean, they have new, uh, you know, new improvements almost on a daily basis nowadays.

Shayne Swift: Yeah. So my first few pieces honestly were about expressing, um, how I feel as an ADHD, or so you know, some days or, you know, smooth and other days are really rough. And so I would create these characters that had these different facial expressions on them. Um, and that helped me to be able to unmask and explain ADHD to other people very differently. So I can actually give you an example, um, something that I had been struggling with for years. My my sister and her husband have these, um, big barbecues at their house. And, um, I would always say I was going to come and and then somehow I would find my way out of not coming. And, you know, people started to think that I was a bit flaky. But honestly, being around that, you know, such a big group of people and the sounds and the smells and, you know, there’s a couple dogs and I found it to be very overwhelming, um, as an ADHD. So, you know, like places like Chuck E Cheese and Dave and Buster’s, um, I can’t tolerate being in those environments. But for so long because of the sensory overload that I experienced. And so I finally, after, you know, having done this art practice and really sharing, you know, who I am as an ADHD, I was able to say to my sister, hey, I just I just want to come to your house when nobody else is there. Um, because I get really overwhelmed and I find myself, like, retreating to the bathroom or to a corner. Um, you know, just to kind of take a breath and and and reset myself.

Lee Kantor: And your art has progressed to the point where now it’s on sale. I was on your website. It’s beautiful.

Shayne Swift: Yes. Thank you. Yes. Um, so I said, well, why not monetize it? Um, and this is how I’m able to keep a couple of pro bono, um, coaching clients. Um, by, um, supplementing my income with my art practice.

Lee Kantor: And so you find that art, or at least creative expression, is useful for folks that are suffering with ADHD or living with ADHD.

Shayne Swift: Absolutely. Um, because we’re non-linear thinkers, and traditional forms of communication or self-regulation may not work for us. Um, we feel, uh, very deeply, a lot more than other people. And so movement and color and sound and story, um, our ways to kind of bypass shame and access, like our personal truths, so to speak. Um, and it’s a great way for clients to, like, externalize their emotions. Um, find patterns of behaviors that they may want to work. Work on or process certain experiences in their lives.

Lee Kantor: Now, you mentioned earlier, coming from, uh, education background. Um, it sounds like community is super important, uh, for you and, and even now in your work today, you have the chaos, the clarity community you’re building. Can you talk a little bit about that?

Shayne Swift: Yes. So I’m really excited about the chaos, the clarity community because my belief is, um. Navigating ADHD is not a solo mission. Uh, it requires, um, being able to share experiences with other people who are going through the same thing. So, um, we talk about so there’s there’s a course in there called Kickstart Coach where, um, you know, if you’re not 1 to 1 coaching with me but want support, you know, you’re learning how to navigate, um, procrastination by using the task initiation strategies that are a part of the course. Um, we talk about wellness. Um, we talk about, um, self-advocacy in our community. And I also provide body doubling. So body doubling is an opportunity for people to virtually co work um together. And it works. So I hop on and some of my clients or others in the community may jump on as well. Um we set our goals at the beginning of the session, and people will let us know if they want to check in or not, you know, while they’re on and people work, I put on some focus music. Um, typically I, you know, take into consideration like which clients, um, show up and cater the focus music. There it’s usually in it’s always an instrumental, um, that I play and it is an opportunity for people to just get stuff done. So I’ve had people clean their pantries. I’ve had people wash dishes, cook, um, worked on their LinkedIn profile, uh, work on their resume. Um, some of the clients that I have are entrepreneurs, so they’ll work on their, um, tasks that they have. So it’s a really cool way to, um, support each other and hold each other accountable. Um, and it’s without pressure. It’s just, um, connection. And it’s an opportunity for people to really, like, unmask, um, in the community.

Lee Kantor: Now having a background in education and working with young people. Do you have, um, is that your target audience for your coaching, or do you coach people of all ages?

Shayne Swift: Yeah, I actually have, um, three types of clients I coach, so I do coach, um, high school, uh, clients in college, college students. Um, so that’s one bracket. Then I have, um, folks that are in their 30s, um, who usually want to change careers, um, or they’re in some kind of transition. And then I have the late diagnosed, um, people like me. So, like, my oldest client is 59 and just recently diagnosed a year ago, a woman. Um, and so I have different, different kinds of clients. Um, so typically the clients that are my age are burned out, um, and ready to move on to like what I call the encore career. Um, my millennial clients typically, um, are transitioning and want support for the work that they’re currently doing. And then, of course, our focus with teen clients and college students are more on supporting them through their academic journey.

Lee Kantor: Now, is there any kind of clues for a person that might be listening and maybe hasn’t been diagnosed, but maybe they are ADHD? Is there some things that are kind of I don’t want to say symptoms, but at least signals that maybe that you are ADHD.

Shayne Swift: Yeah. So I think one common thing is, um, sleep. It’s very difficult. Um, sometimes it’s very difficult for people to go to sleep that have ADHD or stay asleep. Um, sometimes we find ourselves up ruminating. So that is, uh, one thing. And And we’re definitely, um. We definitely have FOMO. You know, so by the time you come home, you’re ready to unwind and do finally do something for yourself. And so people find themselves up late on their phones or playing video games or watching television. Um, we’re fairly creative people, and we don’t like following rules. Um, so a lot of, um, ADHD or ADHD ers find themselves as entrepreneurs, um, for that reason. Um, another thing is really, um, being able to start on a task, um, without external motivation. So that’s a challenge for people with ADHD. So we typically need novelty interests and a deep why to get started. So we literally need to trick our brains. Um, to get started with tasks that aren’t that interested in us. Like, um, you know. Opening mail is not very interesting. So, you know, how do I do that and get it done? Because I know there are bills in there. Um, maybe I’m playing music. Maybe I’m going to a different setting, um, to do it. Maybe I’m talking on the phone with a friend while I’m opening mail, because that’s a form of body doubling. Um, so those are the types of things that we usually see. Um, with folks with ADHD. But there are a lot of strengths as well. We’re very creative people, very empathetic, um, people. And so those are the, the other things that come to mind. Um, that kind of signal, um, that someone may have ADHD.

Lee Kantor: Now are they’re like, how do you get diagnosed? Do you have to go to a doctor, or is this something that there’s assessments or on the internet, like websites you can go to to check if maybe you are. How do you even kind of identify.

Shayne Swift: Yeah. So my process, um, because it was some time ago was, um, to see a psychiatrist, and the psychiatrist did a fairly, um, in-depth intake. And basically, the goal is to see that if do these things happen across different settings, so does the, you know, is am I being affected in my personal life, my, um, my work life, um, any other settings that I’m in, um, that the symptoms may happen. Um, there is testing, neuropsychological testing that people can get done. It is very expensive and insurance companies may or may not cover it. Um, and so the best way, you know, the, the greatest way to get the diagnosis is, is, of course, in grade school where you can have, um, the support of the school, um, doing the assessment and pick up the tab for it. Um, so when you’re an adult with ADHD, you know people may tend not to move forward with diagnosis because of the cost.

Lee Kantor: So now to work with you, obviously you don’t have to have kind of an official diagnosis if you’re feel like you are ADHD. You’ll work with those folks too. Right.

Shayne Swift: Absolutely. I’ve had a couple of people who have said they’re there. They are not officially diagnosed, but they believe they have it. Um, and I’ve been supporting them, just like I would support, um, any of my other clients.

Lee Kantor: Now, is there any kind of tools for somebody who might be suffering, like, is there low hanging fruit that a person could do right now? Something actionable that, hey, if you have this, this might, uh, you know, give you more comfort or relieve some suffering or just make you feel better.

Shayne Swift: Yeah. So, um, emotional regulation is a challenge for people with ADHD. Um, and so. Easy things to do. Are developing a meditation practice. Now, a lot of folks with ADHD would tell you that meditation is hard, but I think we need to reframe what it means to meditate. It could be journaling, um, quiet journaling. It could be just protected time for yourself. Um, where you’re checking out of, you know, technology and you just have time to think. Maybe it’s a walk. Um, maybe it is a guided meditation. Um, but those things are really helpful. Mindfulness is is super helpful for people with ADHD. Um, especially if they have challenges with emotional regulation. Um, the other thing is just doing a brain dump, like at the, you know, at the beginning of your week, um, all the things that you need to get done, but not with the goal of overwhelming yourself, doing the brain dump and then separating Doing what needs to be done immediately from what needs to be done. What could wait until later on in the week? Or perhaps the following week? Um, that’s an easy go to strategy. Um, that someone could could do.

Lee Kantor: Now, in addition to your coaching and the community building and your art, you also found time to, uh, write a book, grieving differently. Uh, can you talk a little bit about that?

Shayne Swift: Yeah. So actually, um, I had done a form of pictures initially, and I. And I left it sitting for months, and then I had a client who inspired me to move forward. I actually lost him as a client. Um, I lost him as a client because everyone is not ready for coaching, and he was grappling more with the diagnosis than anything else, And he chose to move toward therapy. And I said, you know what? I would like to develop this thing that I’ve been working on more so that I can support people through the first part of their diagnosis. Because I remember my time, um, being diagnosed, I was shocked. Um, and I was very angry, especially at my mom, because she had been, um, she has a bachelor’s degree in elementary education. And I said, Ma, you know, you kept calling me scatterbrained and clumsy and this, this, that and the other. And, you know, like, I had a nickname called The banana Queen because I would always wait tomorrow to do something I said, and it was ADHD. And she said, well, I didn’t know, you know. So I wanted to make something that could support the old me that went through that process and this, um, client that I lost as well, so I started playing. The images were already made and so I decided, okay, well, what kind of text could go with this? And because I had just finished the Expressive Arts course, I just kind of blended everything together. So really, it’s a workbook that takes you through the different stages of grief, but through an ADHD lens. So what it’s like to feel shame with the diagnosis? Um, there’s fear with the diagnosis, but the last part of the book is really about the New horizons, um, that can come out of this because you learn, um, you know, that you’re not broken. Your brain is just wired differently. And then the very last stage is advocacy, you know, getting to a point where you can either self advocate or start advocating for others with ADHD.

Lee Kantor: Well, Shane, it has been a delight chatting with you today. If is there a website or a place to connect? If people want to learn more about your coaching, your book, your art, um, all the things that you have got going on. Is there a kind of a central location for all this?

Shayne Swift: Yeah. So the central location would be my website. That’s w ww dot swift life. So s w t l y f e.com.

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

Shayne Swift: Thank you. Lee, thank you so much for having me on and I appreciate our time together. Thank you.

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

Tagged With: Shayne Swift, Swift Lyfe Coaching and Consulting

Why Consistency is Key: The Secret to Effective Branding

August 11, 2025 by Jacob Lapera

Atlanta Business Radio
Atlanta Business Radio
Why Consistency is Key: The Secret to Effective Branding
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In this episode of Atlanta Business Radio, Lee Kantor is joined by Kriston Sellier, President of id8, a branding agency specializing in mid-market manufacturing companies. Kriston explains how strategic branding can transform businesses by aligning internal culture with external messaging, shortening sales cycles, and driving revenue growth. She shares insights on conducting brand audits, the importance of consistency, and the value of an outside perspective.

Kriston Sellier is the Founder and President of id8, a strategic branding agency known for its award-winning creative team and research-driven approach. Under her leadership, id8 helps organizations shorten sales cycles, clarify their brand message, and make confident, data-backed decisions.

Clients include Reflective Apparel, Builders Insurance, Cobb County, the Marietta Department of Tourism, and the Georgia Department of Labor.

A respected voice in the metro-Atlanta business community, he also shares her expertise at the university level, empowering future leaders to turn market insights into bold, effective branding.

Connect with Kriston on LinkedIn and Facebook.

What You’ll Learn In This Episode

  • What is brand strategy and why should it matter to business owners
  • How does she create a brand strategy that is truly unique in a competitive, global market
  • What are the different growth stages of a business and how should your brand evolve through them
  • What is evidence-based branding and how does it impact the development of brand strategy
  • What are some ways to align all stakeholders during the branding process
  • How do business owners assess if their branding needs to be revised to keep up with where their business is headed
  • How can business owners future-proof their brand to ensure that their brand evolves and stays relevant in the future

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 Atlanta Business Radio, we have Kriston Sellier. She is the president of ideate. Welcome.

Kriston Sellier: Thanks for having me.

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

Kriston Sellier: Well, Idea is a specialized branding agency, and we work with the mid-market companies, manufacturing companies that are within 8 million to 25 million and really need a business partner who is going to help them increase their revenue.

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

Kriston Sellier: Well, I got a degree in graphic design from Illinois State University. I worked for IBM, building incredibly large websites for external clients like the New York Times. And after I worked there for a while, I loved the methodology, but I wasn’t feeling the desire to work on the same project for a year and see very little transformative change. So I thought if I could create a company that would serve the small, smaller businesses, the mid-market that really need the help and deliver that same quality of service. That it would be a win for everybody. And so that’s what I did. I started that in 2000.

Lee Kantor: So why was it the emphasis on brand?

Kriston Sellier: Because brand is an intangible but can create transformative change. People do indeed judge a book by its cover. And many times there is a fantastic business of fantastic brand, a product of service. And it’s it’s covered by a brand that doesn’t work. And so I just love helping companies go through that transformative change.

Lee Kantor: So what is it like working with Ida? Like what stage? What like what are the struggles that the company is having before they partner with you?

Kriston Sellier: They’re going through about four different problems. One, they may be having a leadership change. So the president is no longer there. There’s a new president or new people have been shifted into leadership roles. That’s one. Number two would be the product or service has significantly changed. Let’s say the business has been ongoing for ten years, and what they initially offered is no longer what they’re offering. So the brand that was created for the initial product does not match the current product. Number three, the brand itself does not reflect culturally what’s going on within the company. So let’s say, for example, the brand is all about trust and their colors are yellow and red. And those colors don’t necessarily communicate trust. So what’s going on within the business is not reflected in the brand visually. And then lastly there’s a lack of clarity. They say 70% of all frontline employees don’t know what the purpose of the brand is. And a lot of times that’s because it’s not communicated or literally not written down. So helping businesses come together and have a unique, specific vision and then sharing that vision to all of the employees so the employees can be the best ambassadors for them.

Lee Kantor: So in order to develop good marketing and communications, you need kind of these brand fundamentals to build off of.

Kriston Sellier: Yeah, it’s like the concrete, um, foundation of a house. And if that’s built, well, then the rest of the house is going to be stable. That’s exactly right.

Lee Kantor: Now is your work end with the brand, and then somebody else does the marketing execution. Or does your company do that as well?

Kriston Sellier: That’s a great question. So we have something called the branding program and it’s a three year process. Year one is alignment. That’s phase one. That’s where we’re getting everything into alignment. What we’ve been talking about. Um, and then year two is what we call momentum. And now you’re taking the align brand and putting it into the channels, into the proper marketing tools that are going to be needed to reach those audiences. And then year three is really, um, momentum. So now you’ve accelerated. Um, and now you’re, um, at, you know, driving at 65 miles an hour down the highway and you’re going to need, um, incremental improvements to the marketing and to, um, to the materials that are being made. And so we really consider it a three year program, and our clients graduate from that program and then move on to working with other marketing companies who’s really specialized, maybe in in very specific areas of digital marketing.

Lee Kantor: But you help them kind of build the strong foundation so that when it is time for the handoff that everything’s in place, and now it’s just kind of off you go.

Kriston Sellier: That’s exactly right.

Lee Kantor: Now, what are some symptoms that you might have a brand problem?

Kriston Sellier: Um, elongated sales cycle is one that I hear a lot. Um, or membership is declined or enrollment has declined, so that long, elongated sales cycle or sales taking a long time is usually a sign because there’s lack of clarity. And that’s very painful for businesses and organizations, because if you’re in a for profit business and cash flow is down, the business isn’t running properly. Um, and so that particular sign of elongated sales is usually a sign that there’s a deeper problem, and the elongated sales are simply a symptom of an unclear brand. That’s the one that I see the most. Um, that’s the most common and probably the most painful. Uh, because if you ask every business owner what they need more of, they’d probably say sales and um, um, and so when sales are down, it really harms the entire business. And so if we can come and help companies get clarity and have a proper foundation, Nation and know the words to say when they’re out selling. It really helps shorten the sales cycle. It eliminates confusion and it allows the salespeople to really do their job well.

Lee Kantor: So how do you help your clients build a brand that is authentic and that is true to their values and is also, you know, works in the marketplace, especially if it takes or it could take as long as three years to kind of get your groove on so that you are kind of executing at a high level.

Kriston Sellier: Right. That’s a great question, Lee. We start with research every project. We call it evidence based or research based creative. And every project starts with qualitative or quantitative research. Um, the qualitative research is one on one interviews, and we do one on one interviews with our employees, with our clients. And we select three different segments of the population. One, we talk talked to their clients, and then we like to talk to a few of their clients. And we always say, we don’t just want to talk to the people who have drank the Kool-Aid, and they absolutely love you. We’d love to talk to a few of your clients who maybe have had a few bumps in the road in their experience with you, and because we’d like to really learn the true character of the brand. Then we do one on one interviews with leaders in the brand. So that may be a president. It could be a VP, but someone who’s been there at the company for a while so that we can understand a little bit more about the culture, about the brand and the history. And then lastly, we talk to stakeholders. Now that may be younger or newer employees. It could also be partners or vendors that they work with. So we’re trying to see the business from all of those perspectives. And by doing that research, first, it allows us to us to see the truth because we can’t create a brand that doesn’t exist or is aspirational. We can only reveal what the brand is if we truly know what it stands for. So that research allows us to see if there’s gaps, if there’s not an alignment, if the business says we stand for this, but they’re delivering this. And um, and sometimes there’s some operational issues there. But in essence, that qualitative research is one of the research methods that we use to start capturing that information. So we can deliver a brand both verbally and then visually, that truly expresses what the what the brand is all about. Um, so it all starts with research.

Lee Kantor: Now, isn’t branding one of those things like culture that even if you’re not mindful in doing it proactively, it’s still going to happen?

Kriston Sellier: You’re exactly right. Brand is what people say about you when you’re not in the room. Uh, so, you know, we live in the world of in Atlanta. We live where Coca-Cola is. We live where Home Depot headquarters are, and I guarantee people sit around their kitchen table and they tell a story about either consuming a product or how much they love something, or an experience they had at Home Depot, good or bad. And and that’s what the brand truly is. It’s how it makes people feel when they’re experiencing experiencing the brand. Now the the beauty of that is we, as branding companies and business owners and executives have the ability to control that. But many times, business owners and leaders don’t take that the control of the reins. And when they don’t, that’s when there’s fragmented brands. That’s when all the sales people are saying the company stands for ten different things. That’s when leadership isn’t on the same page. That’s when one day you go to a restaurant and you get one experience and another get day. You go to the next restaurant. You get a completely different experience. Those are companies that really haven’t sat down and said, this is really important to us. We need to get on the same page and we need our leadership to really be vision casting out to the entire organization or to the management what our brand truly stands for, so that when the when customers are experiencing the brand, they really are experiencing the true heart of the brand. Chick fil A is a fantastic example of how, from leadership down to the front line employees, they deliver on that promise of, you know, making it a pleasure to serve their customers. And you hear it every time you go and experience a chick fil A going through a chick fil A drive through. So it really is, um, when done well and intentional speaking, the truth is, it’s just it almost just makes my heart sing when I see companies executing on that. It’s pretty. It’s pretty amazing.

Lee Kantor: Now, in order to do branding in today’s world, is it something that you need a large budget to kind of evangelize for the brand and get everybody, all of the people that you say are important for the organization to be, you know, talking off the same song sheet, because in today’s world, there are just so many individuals out there that have social media leverage and go on a variety of platforms and could be saying whatever they’re going to be saying based on, you know, one experience. So how do you kind of create a balance between, you know, being authentic and true and, and telling the story you want to tell, and then also dealing with just the chaos that exists in today’s world where anybody can say anything and, you know, you have to protect the brand.

Kriston Sellier: Mhm. In the business world is hard, and it is tough because people are sitting behind computers and they’re saying things on Instagram or on reviews, and it can be harmful and and detrimental to brands, for sure. And as a brand, as a brand, you’re not going to be able to stop that. That’s human nature, unfortunately. What we can do as brands is, is have something very specific that we talk about. And so, you know, your first question was around budget, you know, what do I have to have to budget? This is this really expensive? And your second was what do you do about everybody saying stuff about the brand? Good. Bad, indifferent. So the first question is where I recommend people start is start with the strategy. Start with what you stand for your purpose, and hiring a professional brand specialist to help you with that is very important. But it doesn’t have to be $250,000. You can hire a brand professional to come in and help you for under $10,000 to get that initial strategy and brand story down, and then utilize that for the next two years and keep repeating that consistent message. That’s that’s the important piece is that people, you know, in business, there’s so much to do. And it’s hard to just like, catch your breath and get it all done because it just feels like we don’t have enough time in the day. And, you know, we need to be on every social media platform. Number one, you don’t need to be on every social media platform form. And it’s actually pretty dangerous to be on every social media platform or every outlet, because if the brand is on all of the channels, all of the channels then have to be managed by the brand, and that means a lot more time and resources.

Kriston Sellier: So I say eat the elephant, one little bite at a time. So how you pick where you’re going to put your brand is you pick the brand. The channel where your audience is at. So let’s say, um, that I am creating a new, um, chicken sandwich and it’s, um, super spicy. And my audience from the research that I’ve done is a, um, 18 to 25 year old, um, student, um, who lives, um, who, you know, lives in an apartment. And, um, they spend a lot of time, uh, you know, uh, not they don’t spend a lot of time in their own kitchen. So all that information starts to narrow down where that audience member would be. Now, age alone, they’re more likely to be on TikTok. So I might, as a business leader, decide that I’m only going to put my brand on TikTok and I’m going to evangelize for the brand in that platform. So you’re investing less money and then you have less exposure because you’re limiting your exposure by only putting your brand in that particular platform. Um, so there’s a couple ways to do, you know, there’s a couple different ways to approach that. But that’s what I would recommend is keep your to your strategy. Um, be consistent for a couple of years and then minimize where you’re putting your brand because it takes so much time and money to manage it. And then as you become successful in each one of those channels, then you can start to expand.

Lee Kantor: So now, um, you mentioned the size of the organizations that you work with. Is there a niche within that, that size group that, uh, you work with primarily like are you more B2C, B2B?

Kriston Sellier: Uh, we work primarily with B2B companies in manufacturing space. And then on the public side of it, when we work with municipalities and nonprofits, they’re mostly B to C, uh, and with those both of those organizations, they typically have purpose and need to communicate, both B2B and both B2C and. Um, but our primary specialty is really focused on business to business communication.

Lee Kantor: And is the strategy different when it comes to branding for B2B versus B2C, or are the fundamentals really the same?

Kriston Sellier: Uh, the fundamentals are really the same because we’re all people, we’re all humans. And so a lot of people think, oh, businesses are going to be focused on technical information and they’re going to use logic to make decisions. And it’s actually the exact opposite. All of us make decisions based off of emotion. And so we’re always creating, um, brand and purpose statements and marketing that really appeals to the heart. And, and whether you’re making a decision as a consumer or decision as a business, you’re going to make that initial decision based off of emotion. Now what? Business decision. Um, decisions are then backed up with is then logic. So then the logical reasons, the science, the technical information that back up that particular emotional emotional decision are used then to support hiring company A or hiring company B, but it is definitely an emotional decision because we as human beings are emotional people.

Lee Kantor: Now, is there any advice you would give somebody who’s listening right now that maybe hasn’t thought about their branding for a while, but is there some low hanging fruit they can do to kind of at least begin the process of improving their brand?

Kriston Sellier: You know, yeah, I think the big thing is to almost take a step back if you can and do an audit, look at what you have out there. And let’s say you have a sales pitch deck. Let’s say you maybe have a website, you have a social media channel, you might have some marketing. Print it all out. Lay it on a table and look at it. Are you using the same colors? Are you using the same fonts? Does your logo look the same? If you’re using pictures of people or the people, the actual people, or are they stock images? So you can look across everything that you have and do that audit and then clearly decide, oh, this doesn’t really fit. You know, almost like the memory game where you could match, like the cards, you pull up a card and one would be an owl and another one would be a bird. Um, once you get the two owls that match, you’re like, oh, yeah, this is the match. That’s what you want everything to do. It should match. Um, and so I think the audit is a great place to start because it allows you to see everything at once and then start to simplify and make your brand look consistent on all the channels. Um, and the reason that is so important is that as human beings, again, we have a short attention span and we forget things and advertisements are coming at us really quickly now. And it might take someone seeing a brand 17 times to remember it. It’s not you know, they’re going to see your brand one time and remember it. They will not because they’re, you know, bombarded with advertising on a regular basis. So doing that audit, making your materials consistent and then repeating the same key differentiators over and over again is, to me, the lowest hanging fruit.

Kriston Sellier: And something that because it’s so basic, a lot of people don’t do their very much thinking, I need to be creative. I need to be innovative, I need to be new. And what people really want is predictability. There’s a great book called The Myth Revisited, and it talks about how one of his clients made apple pies, and she started making apple pies. And, you know, she was trying to make some deadline for a client, and she had to cut some corners to make the deadline. And the apple pies didn’t taste the same. And the customer wasn’t happy. And the author was saying that people want predictability. They want to know if you’re selling an apple pie, that when they buy it today and eat it and they buy it tomorrow or next year, the apples are going to taste the same. That’s going to be the same amount of cinnamon, the top of the apple pie. The crust is going to taste the same. It’s going to have the same texture. They’re looking for predictability. And if you think about yourself and buying patterns, whether it’s places that you go to eat or maybe even the paper towel that you use, we are creatures of habit. We like to buy the same thing. And because we know how it’s going to work, we know how it’s going to taste. We know what it’s going to feel like. So being a brand that’s predictable is really, um, a very important aspect of that. So your marketing, if it’s consistent and the same on all the channels, people start to feel more comfort and that your product or service will be predictable and that will help, um, the buying process for someone interested in your brand.

Lee Kantor: Now, is there a story you can share that maybe illustrates how you work with your clients, maybe share the problem they had and how you were able to help them get to a new level? Obviously don’t name the name of the organization, but maybe just the problem that they were going through.

Kriston Sellier: Right? Okay. Uh, so we worked with a, a school, a private school, and they were really struggling with enrollment, and their enrollment was down and it was declining year over year. And there’s a board, usually in a private school and a principal. And they were sitting as a board and they just didn’t know what to do. And one of the board members, uh, Terry, knew who I knew about. Idiot. 88. And so he recommended to the principal to reach out to us. So the principal and I chatted, and she wanted to know, you know, if I thought they could solve the problem. And I said, absolutely, you can. This is a fantastic school. You’re delivering a fantastic product. Your kids are secure. Um, it’s a secure place. Um, uh, the curriculum, they had some great data on the curriculum where it was something like 87% of all kids that went through the program graduated from college. So it was fantastic data. Uh, so we sat down with them. We helped create a brand. We helped create a the identity, what it looked like, the colors, the style we helped create, what they said about the brand. So the verbal brand. And then we created a marketing strategy for them to increase the enrollment of students for the next year. And they were a fantastic client. So it’s always a collaboration because we can’t do it alone, because your business, the brand that we work with, has to do work as well. So they followed our process. Then we said, you know, here’s the marketing strategy.

Kriston Sellier: Do this. They did those activities. And, um, we started that project I think, in March. Um, and for the enrollment of the school in August, they had exceeded their enrollment requirements to fill the school and had a waiting list. And it was just more satisfying to me than anything that they really sat down and they poured out their heart. They said, this is what the school is. And really what it was is the school. They were just so humble, so humble because they, um, were teachers and educators and, you know, didn’t really want to talk about themselves. And I said, you know, this, it’s fine. You need to tell people what you stand for. You need to tell the parents, you know, this because their kids are going to be safe. You need to tell the parents this because look at these great stats about kids going not only starting here, but graduating from college if they go through this curriculum. Um, so, you know, it’s really a collaborative process. The client was very open to listening to us and following our advice, and we listened to them and heard where they were at. We saw them and we included in their brand, their, you know, authentic selves who they were, um, down to actually creating murals throughout the school so that even when students and parents walked into the school, they could feel the brand even in the hallways of the school. So very exciting story.

Lee Kantor: Now, do you ever when you’re having a conversation with a leader and you do your audit and you’re kind of doing your research, do you ever do that? Does it ever come out that they thought the brand was, you know, a and then in reality it was, you know, G. Like where they were just kind of it wasn’t what they thought the brand was, um, displaying or evoking.

Kriston Sellier: You know, that happens a lot. Li they a lot of times they think their features, what they do is what the brand is all about. And that’s that’s not what the brand is all about. And people don’t buy features, they buy the benefits to them. So it’s almost like we’re swapping what the brand stands for. You know, people like to talk about themselves and brands like to talk about themselves, but their buyers, the consumers or the businesses, they want to know the benefit to them. So and it’s hard to change that language in your head. Um, so we really walk through that almost on every single project that our customers will say, we deliver great customer service, we’re innovative. We, um, um, our relationship driven, uh, we have the best price. They say things like that. None of those things are anything that people really cares about because they’ve been said so much, and it really doesn’t mean anything. Um, and where we want to get customers to is language that helps that particular brand win. And, um, I would say every single client, we get to a point where they’re like, yep. Um, we thought that, you know, that sounds right. But they weren’t saying it even though they felt it and maybe thought about it.

Kriston Sellier: That’s not what they were saying. So a lot of times they aren’t in disagreement, they’re in agreement, and they’re like, yeah, that that is what we stand for. That is our purpose. They just couldn’t get to it. So it’s kind of exciting to take what’s in all of the people’s heads and be able to think through the leadership. How the customers feel culturally with the brand stands for and be able to create messaging that reflects truly what they stand for. It’s it’s really a neat moment, and I will say that our team has that pretty fantastic when it comes to the verbal brand. Like what the brand, how you talk about the brand. And it’s a very hard thing to do if you’re doing it inside. And, um, I just feel honored that I get to work with a team of such incredibly talented, creative people that they’re able to take all the information and then create salient messaging that gets people’s head shaking. So that’s a really pivotal point in the project. And that’s, um, I get huge satisfaction just being able to be on those projects and see that happen.

Lee Kantor: Yeah. And I think that’s why you need fresh eyes on it because you’re it’s too internal. Like you take things for granted. The, the the client doesn’t see what the outside people see. And and especially if there’s founders involved, they see what it was or what it could have been at the beginning. They probably lost track of what it is today in the eyes of their consumer. So fresh eyes is critical.

Kriston Sellier: Yeah. Yeah, you’re exactly right. They they may think that everybody does this. You know, a lot of times they’re like, well, everybody does that. Do they? You know, and we may uncover something and they’re like, well I never thought about it that way. So it’s yeah, the fresh eyes, the outside perspective is really important. Um, to be able to just see things differently.

Lee Kantor: And the impact is real. Like this isn’t a hypothetical. These are things that can really happen when you all get on the same page and, and say the same things, and everything looks the same, all of that, you get that compounding effect.

Kriston Sellier: Right? It’s like being in a canoe. I’m terrible in a canoe. My husband and I tried canoeing once and we flipped the boat and it was awful. But if you think about it, if you have people in a canoe using AWS and they’re all, you know, using the Or in the same direction and you’re going to go the right way, but if you’re all trying to go in different directions, it’s going to tip over and you’re not going to make the trip safely. It’s kind of like that. And it’s it’s really pretty beautiful when you see everybody rowing in the same direction, how quickly they can move in advance. When they’re all, you know, working together and to see companies really flourish is exciting. Not only from we get to see net profit EBITDA, company growth, company expansion, company acquisition. There’s a lot of great things that come after going through this brand process and following that, the branding program.

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

Kriston Sellier: They can visit? Um ID eight agency. Com that’s I as an idea D is in design the number eight agency. Com.

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

Kriston Sellier: Well, thanks, Lee. I really appreciate the opportunity.

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

Tagged With: id8, Kriston Sellier

Navigating the Challenges of Bootstrapping: Insights from Harry Rao on Customer Acquisition and Team Building

August 11, 2025 by Jacob Lapera

Atlanta Business Radio
Atlanta Business Radio
Navigating the Challenges of Bootstrapping: Insights from Harry Rao on Customer Acquisition and Team Building
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In this episode of Atlanta Business Radio, Lee Kantor talks with Harry Rao, CEO and founder of TestGrid. Harry shares TestGrid’s journey as an AI-powered platform automating mobile and web app testing, discusses the challenges and rewards of bootstrapping, and offers advice on customer acquisition, pricing, and team building. He highlights the impact of AI on their product, managing a remote team, and breaking into enterprise markets. Harry also previews upcoming product developments and emphasizes persistence, value delivery, and the importance of a dedicated team for startup success.

Harry Rao is the Founder and CEO of TestGrid, an enterprise SaaS platform used by 20 of the Fortune 100 companies.

An engineer by training and entrepreneur by conviction, he bootstrapped TestGrid in a capital-heavy industry—transforming it into a trusted name in software testing and automation.

His journey reflects the power of long-term vision, disciplined execution, and building with customer value at the core.

Connect with Harry on LinkedIn.

What You’ll Learn In This Episode

  • AI Is Everywhere—But Is Your Software Delivery Actually Getting Smarter
  • What Founders Get Wrong About ‘Disruption’ in Enterprise Tech
  • Bootstrapping a Global SaaS Company from Atlanta: The Playbook Nobody Talks About
  • Tech Talent Without Borders: Building a High-Performance Global Team from Atlanta to India
  • Why Software Testing Is Still Broken—And What It Says About the Future of Digital Quality
  • Behind the Curtain: What Fortune 100s Are Quietly Demanding From Their Tech Partners

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 Harry Rao. He is the CEO and founder of TestGrid. Welcome.

Harry Rao: Thank you Lee.

Lee Kantor: So excited to learn what you’re up to. Tell us about test grade. How are you serving folks?

Harry Rao: So Test Grid is a test platform, for example, if you’re building mobile applications or web browser applications. We provide like test infrastructure and AI on top to speed up the process of software delivery.

Lee Kantor: So if someone’s not using test grid, how are they going about it?

Harry Rao: Manual process. Like completely. They’re like imagine you’re just if you’re releasing your Facebook application right. You have to go manually test Facebook on like different versions of iOS or Android or Web and all that. So if they’re using something like Test Grid, it’s all automated.

Lee Kantor: So what was the genesis of the idea? When did you know that you had to work on something like this to solve this problem?

Harry Rao: Yeah, it goes back to ten years li when you know more than that. Actually, when iPhone came out and things of that sort as the adoption of mobile smart mobile operating system. Started building it at scale that we need. And the speed at which we need was what was important for us. So as I was working other jobs. Or as a consultant, I figured out that, uh, you know, something of this sort at a cost efficient way. So that you could reduce the cost of, uh, utilization or creation of software and increase the speed. So that’s how we started using more of these auto delivery agents.

Lee Kantor: Now, when it was in this idea stage, how did you kind of launch it? Was this something you bootstrapped or were you able to get funding?

Harry Rao: Uh, I tried to get funding, but unfortunately the concept was too good to be true at that point in time. Right. So I ended up bootstrapping it. So today we are absolutely bootstrapped and that’s been the greatest decision of my life.

Lee Kantor: So any advice for other kind of developers out there that are working on, you know, the next big idea, you know, kind of maybe the pros and cons of bootstrapping or some of the learnings you had from bootstrapping to the scale that you have today.

Harry Rao: Absolutely. Uh, I mean, like everything, bootstrapping has its advantages as well as disadvantages, but I’m going to focus on the advantages, right. When you’re bootstrapping, you are you have to be really, really frugal in where you spend your money. Right. So with that comes focus, right? You have to make sure what you’re choosing has to work. So you cannot go around and start making wrong decisions. Right. So but also that brings about, like I said, the focus and the grit to success increases with that kind of a decision. That’s my personal experience. But, you know, of course having a VC or external funding does give you certain flexibility. But when you are in like, uh, you know, sort of you’re in a longer time journey, you have to choose it, uh, wisely and spend the dollars wisely. You will have the flexibility of moving around and navigating the waters as you want, rather than when you take, uh, rather than when you take the external funding. So those are the advantages of bootstrapping, and you’re answerable to yourself and your true to yourself and your team. Right. So you can go to sleep happily in my opinion.

Lee Kantor: So now when you were launching though, how did you kind of get the software in the hands of, you know, your potential customers without, you know, kind of having the track record of something? And like you said, it was too good to be true in some manners. How do you. So how do you get those first customers to even try it?

Harry Rao: You need to knock on the doors. Make sure they believe you have to be persistent in chasing some of these decision makers. Like you said, if you’re nobody, they’re not gonna even listen to you. But eventually, if you’re persistent, people will start listening. You might lose first few of your prospects or customers leave. But if the story is good and it’s authentic, people are, you know, people are ready to partner with you. You know, it’s been my story. So, yeah, uh, just be persistent and have the grit and be authentic with your story. You’ll definitely, you know, you don’t have to have a story behind you.

Lee Kantor: So how do you create those first initial deals that get you the escape velocity you need to get to the new level? Like how do you negotiate those first deals with the, you know, the guinea pigs.

Harry Rao: Absolutely. I wouldn’t call them guinea pigs, because if my people are listening, they’ll be sad about it. But I would call them your friendlies in my, in the, in what we call them. They are sort of friendlies, right? Like, you know, these people from past, you know, their pain, you know, they have traveled with you. Right. So when you’re doing that, these these guys will give you their uh, uh, time and, uh, they will give you a chance, but make sure you don’t blow it up. Right. Usually you should chase like choose 4 or 5 niche down to one particular problem. Don’t try to solve everything right. And again, I’m guilty. I’m guilty of that mistake. Uh, first couple of years, I try to be everything for everybody never works. Then I said, like, okay, I’m only going to be focused on this particular problem. I’m going to go deeper. I’m going to solve that. And that pans out really, really well. And when you are talking to these friendlies, who gave you that opportunity? They will make sure you go to, uh, you know, you can, uh, you know, uh, go to the next step, so-called procurement, like you’re talking now. Pricing is still up in the air. If it’s your first time in the product, look what outside people are doing, right? Like, they’re probably competition. You’re never alone in the space. Especially in the enterprise software testing space, right? Look what others are doing. How can you bring more efficiency? Talk to your prospects. How can you solve their problem? Uh, you know, they all want to. Rather than giving them a tool and what is the price they’re willing to pay?

Lee Kantor: So how do you kind of negotiate those beginning prices? How do you kind of what’s the back and forth that happens so that you know that you’re getting some revenue if possible, and you’re also getting some sort of a, And a recommendation if possible, so that if they are getting a good price that they are at least recommending you to others. Like how do you structure those beginning deals? Because those can make or break your, your, um, service.

Harry Rao: Absolutely, absolutely. Those those are very interesting. Uh, I mean, especially let me talk on the B2B space. Uh, the, uh, the beginning deals are pretty much like, uh, you know, in my case, I’ll just talk about my case. Right? Uh, we had some competition in space. In our space when we had that, let’s say they were at, uh, lack of a better example, let’s say they were at a million bucks, right? We were like, okay, uh, how much can I get? Again, we were newbies in the space, right? It’s not raised to the bottom, but it’s always, can I get you ten x returns on if you switch to me? Right. So from what you’re doing today, it’s techniques, efficiency. There’s a very good book, uh, uh, from Amazon’s, uh, you know, uh, leadership called Working Backwards. Uh, and one of their leadership principles is, are taking new product to the market is if I don’t bring ten x returns to my customer, I am not in business because they’re not going to switch to you, not going to adapt, you know, because there’s cost of switching a software or anything. Right. So ten x means ten x efficiency and ten x price. So if at million bucks you should at least bring them that ten x cost of like $100,000. Or in that ballpark you’re saving uh huge. And also giving them more. So that’s when. So this is the thing you do with the, uh, technical leadership or all. And then once you go into the procurement, they’re going to still, uh, you know, compare, do benchmarking with the people around in the industry is like, you stand here, we stand here, you know, then also a little bit of, uh, negotiating around, but, uh, it’s usually those kind of scenarios.

Lee Kantor: So now when you were growing, how did you go about building your team? Because that’s also one of those points of inflection that you got to get. Right?

Harry Rao: Absolutely. So that’s the other thing, right. In bootstrapping, you are playing it by month to month to quarter to quarter in the early days. So building your team is also it’s one important thing is you need to have your core team for the long run, right. So whoever you choose, they should be here with you, not for the next year, but for the next decade. Right? If you’re building something that long term and a good vision that those are the kind of people, uh, you need to have so that trust. Uh, you know, before you tell them, them figuring out, uh, as well as, uh, going back to, uh, building the team is like, those are kind of, uh, uh, you know, questions you as a entrepreneur need to ask and have a, uh, you know, and, uh, put the expectations out there with your team as well as, again, you hire them, uh, like they say, there’s a common saying, which I’m not a fan of, but, you know, hire or slow fire fast. I don’t believe in firing fast, but I’m definite believer in hiring slowly. Right. Because it’s day before you get married. Sort of, uh, especially when you’re bringing somebody to the core team. So those kind of principles are, uh, what I follow. And going back to the numbers again, make sure you, uh, do your math quarter to quarter, because you should pay your team before you get paid. So that is another important thing in bootstrapping principles. Right? So those kind of things like.

Lee Kantor: Now when you’re working with a team and I’m sure your team is all over the place. How do you kind of keep the engagement strong when there are a lot of remote workers in a variety of time zones?

Harry Rao: Oh, God. Um, yep. Uh, we have teams all across the globe today. How do I keep them all in? Uh. Uh, you know, good communication would be. How would I say it? Thanks to technology, Lee. Like. Right. So we are all always on chat. We are on, like, you know, phone groups like WhatsApp or, uh, you know, uh, uh, zoom calls, teams, groups. There are multiple ways. But, uh, usually there is a process I set for myself and my leadership. Uh, and again, they manage their remote teams, if there are any under. But most of my dev is centrally located. So I believe, like, you know, dev has to happen centrally. My marketing is, uh, remote distributed, but daily stand ups, consistent communication. And here is a very simple principle I live by. Don’t text call. If you have some problem or something that you need, if that person is on other call, he’ll hang up. Then leave him a message but lead with a call. So that’s one of the major, major principles I live by and I make sure my team goes by. That is like call even I. I make sure my leadership calls me if I’m busy. I say, okay, leave me a message. But lead with the call.

Lee Kantor: Now let’s get into your product for a second. Um, talk about I obviously that’s, uh, it’s everywhere nowadays, but how how is that impacting what you’re doing? And is that making it more efficient and faster for your customers now with I’m sure you’re kind of leaning into AI, but maybe you’re helping in ways that they’re not anticipating.

Harry Rao: Absolutely. I mean, I is is, uh, is amazing, right in my, uh, you know, as far as I’ve. Uh, I truly believe in it. And we are leading with it. It’s, uh, going to bring, uh, huge efficiency. And for us, we are already leading it with it to in testing spatially. Uh, we have a product called Code tester. So it’s like your, uh, eye testing agent that sits with you, that learns with you, like, excuse me? Like a real tester. Right? And it writes your automation test cases, gives you the results that you want. It’s just increasing the velocity of, uh, you know, entire AI space. If I have to talk about. It’s just increasing the velocity of the amount of, uh, products we can, uh, uh, create and we are all after. You know, the bigger problems we always wanted to solve. So that’s my take on I li. And, you know, we are leading with it with core tester.

Lee Kantor: Now, in your company today, are your clients, uh, the same as they were when you started or now you penetrating kind of the fortune 500. The fortune 100?

Harry Rao: Absolutely. So, uh, my clientele is, uh. Okay, to answer your question, I always targeted the fortune 100 to 500 to begin with. Uh, but it’s hard. It’s like you were talking in the beginning of this call, right? Like the procurement. Like, how do they believe you? You are, you know, you don’t have the backing. No. You know, you just bootstrap these kind of problems. Right? But fast forward today, you know, we have, uh, at least 20 of the fortune 100 as my customers, uh, and my clientele is only, you know, fortune 500 to fortune to 14,000. That’s how deep, you know, they need our kind of, uh, product and services, right? So, uh, how was, uh, it changed from where we were? But the adoption has accelerated. Uh, we led with it. Uh, we didn’t we never. I wouldn’t say we never. We tried to target the SMB space and all, but again, it’s, uh, we wanted to satisfy a fewer customers and keep them happy and solve their problem. Perfect. So we had to pivot towards this. And rather than going into the SMB space early. So.

Lee Kantor: So what what what have you learned? What advice can you give, uh, to folks out there listening when it comes to penetrating the fortune 100 of the world? You know, what do they demand from their tech partners that you learned?

Harry Rao: Absolutely. So what I learned is if you’re switching from an SMB assembly space or all. We call it that, uh, dopamine effect. Right? Like, you know, once you close a deal, you get that rush. That’s very, very slow. In enterprise, the sales cycle is like 6 to 9 months. On a bad day. On a good day. Sorry. Right. On a bad day, it can be a couple of years. So you’re consistently. Working with them, working their procurement cycle. You have to be very patient very thorough because you’re going into fortune 100 company. Your security has to be top notch. You have your entire team has to be like, you know, it has to be run tight, right? So, uh, no stone unturned. That’s how it works with the enterprise. So patients solve deeper technical problems that they want. Price is never the issue, but always keep it efficient so that they get their ten extra turns. These are sort of principles. Uh, I live by especially, and I would advise any future entrepreneurs when they are chasing, uh, a fortune 100 and don’t give up. They always are very welcoming. As long as you solve their problem, stay at it, solve the problem, but make sure it’s it’s the best, uh, product out there.

Lee Kantor: So what’s next? Anything, uh, that you can share on the roadmap, any events or any products or services that are new or that we should know about?

Harry Rao: Absolutely. Going back to our discussion on AI, right. Uh, we are launching something called as our next version, the 2.0 version of Code Texture, uh, where we learned a lot of stuff, uh, from our existing enterprise customers. And again, it’s more towards the enterprise. Uh, so we are launching that it’s enterprises again to the future entrepreneurs. Right? Uh, they don’t like transformation. Right. They like incremental releases. And that’s what we were trying to do, is like, they have their legacy scripts, you know, uh, going back to the world of when, you know, uh, the, uh, going back to the before SAS came in. Right. There was, uh, there were windows desktop applications or thick clients. Sas came in. Sas was like, it’s a migration cost. There is so much to it. Now comes I, you know I platform as a service is a whole different beast. But enterprises have legacy. They have to move slow. There needs to be more support. And if we need to make their life easier to adopt, uh, or adapt, uh, the AI side of things. Right? So, uh, for that is what we try to create this protestor todo Which will help them move away from the legacy, but in an incremental fashion and future proof them. So that’s what’s coming, and we’re very excited about that.

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

Harry Rao: Uh, test grid.io. Uh, simple. Just, uh, follow us on LinkedIn. That’s the best way. My team is always there. Or just drop an email at info at IO.

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

Harry Rao: Absolutely. It’s great having, um, um, thank you for having me on the show. And, uh, I’m very excited.

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

Tagged With: Harry Rao, TestGrid

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

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