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Shasheen Shah With Coherent Strategies

September 7, 2021 by Jacob Lapera

Coach The Coach
Coach The Coach
Shasheen Shah With Coherent Strategies
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Author Shasheen Shah is the CEO of Coherent Strategies Consulting and Coaching.

For more than 20 years, he has delivered breakthrough results to successful leaders around the world, navigating business outcomes and the personal challenges that go hand in hand with the journey. High-achieving professionals from numerous Fortune 500 companies are but a few who have benefitted from Shasheen’s life-altering coaching skills.

Shasheen de-scribes his powerful new book, The Kid and the King, as “a one-part philosophical and three-parts tactical training approach to a very crowded leadership and personal development space, providing the reader with the best-field-tested strategies and exercises that have consistently produced results.

Connect with Shasheen on Facebook and LinkedIn.

What You’ll Learn In This Episode

  • 5 questions of the Emotional Mastery Process

This transcript is machine transcribed by Sonix 

TRANSCRIPT

Intro: [00:00:02] Broadcasting live from the Business RadioX Studios in Atlanta, Georgia. It’s time for Coach the Coach radio brought to you by the Business RadioX Ambassador Program, the no cost business development strategy for coaches who want to spend more time serving local business clients and less time selling them. Go to brxmbassador.com To learn more. Now, here’s your host.

Lee Kantor: [00:00:33] Lee Kantor here, another episode of Coach the Coach Radio, and this is going to be a fun one today on the show, we have Shasheen Shah with coherent strategies. Welcome.

Shasheen Shah: [00:00:44] Thank you Lee, it’s great to be here.

Lee Kantor: [00:00:45] Well, I’m excited to learn what you’re up to. Tell us about coherent strategies. How are you serving, folks?

Shasheen Shah: [00:00:51] Well, the company Clearing Strategies is essentially a consulting and executive coaching company, if you were to call it anything but my primary role in my clients lives has been a trusted advisor. And typically these are CEOs and entrepreneurial CEOs that are growing and expanding their businesses, received a bunch of funding, may have had an exit. And you know, the kind of just look in the upper level, there are companies in their lives.

Lee Kantor: [00:01:21] So now what’s your back story? How did you get in this line of work?

Shasheen Shah: [00:01:24] It’s inarguable merger between my own work as a young man in the world at age 19 kind of found the world of personal development, and my work as an entrepreneur and as a consultant working for some large big box companies and somewhere around 2004 2005, after kind of working in larger corporations and on my own journey, I realized that. You know, business and strategy wasn’t the hard part. It was it was people that were the challenge and began talking more about the. Execute. Using strategies that CEOs were being challenged with. It wasn’t a strategy with the people in dealing with the people and having some of the more difficult conversations and handling those issues, and hung a shingle called Coherent Strategies at that time of the Newport Beach and had an opportunity to work with a couple of executive recruiting firms. And next thing you know, people started calling and I’ve been very fortunate been able to run a referral based company since then.

Lee Kantor: [00:02:36] Now, when you’re working with folks, especially when you’re kind of just launching a practice like yours, did you have kind of a formalized methodology? Did you just have some best practices that you learn from being a practitioner? Like, how did you kind of go about and coming up with the coherent strategy kind of way of doing things?

Shasheen Shah: [00:02:58] Yeah, it’s an interesting question. You know, there was a. It was a book that Hartman had written. The organization was called From Coherent, From Chaos to Coherence, and it really just struck a bell about conversations around alignment in general, and it was about personal alignment in our own brand and how we show up in the world and then alignment and strategy and look at teams and what was missing. It was a question of alignment. So. You know, I think it was a combination of much of the work that I’ve done in the past, there are various different organizations and programs and books that I’d read and a knowledge and kind of a knack for business strategy. So. I would arguably say the major skill set that I had at that point was really listening carefully and interviewing, well, interviewing the CEO and the company well and not really trying to offer a out-of-the-box solution, but trying to read between the lines and hearing what’s actually being said to address head on the concerns that were spoken and a lot of times a lot of the concerns that were not spoken by the leadership team.

Lee Kantor: [00:04:17] Now on your website, you use the words courageous inquiry. Yeah, sure, that was not an accident. It implies some kind of being the ability to be vulnerable and to be brave. And to be have some self introspection. Yeah, why is that important in order to be an effective coach or consultant?

Shasheen Shah: [00:04:44] Oh, I mean, you know, I think that was a statement more for my client. Client today that wish to get engaged with me, I think as a coach or a consultant, you know, if you can’t get down to. You know, the humanness and the individual person and get to that level of really understanding the back story behind how we got to where we are today. And my mom talking about like mommy and daddy issues and stuff when we were a kid and Johnny at the playground and all of that kind of stuff. If you are not willing to go there, I think ultimately it puts a cap on how much you’re able to grow and be an effective leader. You know, at the premise of my practice is, you know, if you can’t develop. You know, a level of compassion and love for your own self and your own journey. And some of the dramas and the quote-unquote traumas that you’ve experienced and we all go through them, you’re not going to be as effective as I think you can potentially be. And I say that with a footnote because. It’s arguable to say that what’s out there in the marketplace today are a lot of tips and tricks and strategies that I think are extremely effective. You know, you can walk across coals and pound your chest.

Shasheen Shah: [00:06:21] You can, you know, put things into a certain matrix and there’s some formulaic ways. There’s some discipline and accountability. And you know, there’s models and paradigms you can follow. And all of those, I think, are extremely effective. The. The part of my practice that became intriguing for me was really looking at the experience of life that that CEO or entrepreneur was actually having. And. You know, it’s kind of categorize the kind of the two principle personalities that seem to show up, and it’s either the dutiful good boy or good girl, you know, who checked off the boxes and did what they were supposed to do and gained the admiration of their peers and their society and moms and dads and family. And they’re, you know, fine young men and women. Or they’re there’s another version that seems to be more on the other end of the spectrum is more of the rebel who’s like, I’ll show you. You know, and I never got my fair shake or I didn’t come from the right side of the tracks or people made fun of me or told me I couldn’t do it and they didn’t have or whatever. And they basically set off in the left saying, You know what? I’ll show you what you think.

Shasheen Shah: [00:07:37] Let me show you. And both in both instances, they’ve they’ve produced inarguably, you know, incredible results, built companies and have beautiful things in their lives and live pretty cool lives. And yet the lens through which I got to see a lot of these lives were just it’s opened up this doorway to an experience of life that never really matched what I perceived that their life was actually like. And. That’s primarily the role that I have been playing, especially over the last five to 10 years with my clients is is cultivating kind of this more sustainable longevity of an experience of life because you think about all these people are their coaches and consultants or their business people, they’re just trying to grow and live these happy lives and the pathways there that they take. Sometimes that they these pathways are fraught with pitfalls. If if we’re not careful and a lot of the sacrifices made, you know, climbing up that ladder are sometimes unintended. And, you know, it becomes this very unsaid, I mean, one of my clients said, you know, he said to me, it’s like, Well, shall I say the least, I can afford you now. So he’s like, So what do we do? You know, so that’s that’s really where. Of my practices currently.

Lee Kantor: [00:09:01] So now do you find that they’re kind of leveraging your relationship and your coaching or consulting as a sounding board, as a devil’s advocate, as someone telling them hard truths? Are you there kind of to hold them accountable? Is it? And if that’s the case of any of those are true, what is typically the point of entry because all of those things are kind of. Tricky to market to the public.

Shasheen Shah: [00:09:35] Yeah, I. I can tell you guys are marketing, absolutely, it’s so funny you say that because it’s truly the reason why I haven’t been marketing myself. It’s been too tough a conversation to have with someone who has no context of who I am. And this is why I made a decision years two years ago to run as one hundred percent referral based companies. So typically no client will come through my door these days unless they’ve. Had some relationship with somebody that has gone through the work and and to answer your question directly, yeah, I mean, I even I would even say, you know, the idea of saying, you know, a coach, you know, consultant, I mean, it kind of makes me cringe a little bit sometimes when I hear that word because, you know, I mean, I’m a guy, I’m a human being, you know? And and the only reason I would say that people have kept me around and continue to call me and kind of tying back what you said about courageous inquiry is that, you know, I’ve gone there with them, you know, they’ve shared with me, they’re their their internal conversations. They’ve taken me back to the playground. They’ve taken me back to the I’m not good enough or I don’t belong or God.

Shasheen Shah: [00:10:52] My mom always wanted me or my dad used to get pissed off. And you know, I, you know, I you know where I grew up and how I grew up and my whatever my spiritual community, my neighborhood or whatever it might be that it’s influenced my life. And, you know, one of my clients has been with me. You know, I love what he says. You know, he’s been almost going on 10 years now. It’s like, Dude, I just love keeping you around. He’s like, You’re you’re a rounding error in my in my in my budget. And he said, you’re one of the most important pieces of it because in the, you know, typically I talked to someone once a week and I got a call from John periodically, and he and his whole thing is and it really helped crystallize what it is that actually happens in these relationships. And he says, Listen, I’m making multimillion dollar decisions, you know, periodically and to have someone in your corner, that’s not there to be a buddy. That’s not my wife or my husband. That’s not, you know, a quote unquote mentor, but like someone that I’ve trusted with all of this information about me and knows how I think when it comes to making important decisions, you’re damn straight.

Shasheen Shah: [00:12:00] I’m going to pick up that phone and call you and you know, you’ve saved me millions of dollars over the years. So he said, so for your fees, he’s like, It’s a no brainer for me. And it really crystallized that that’s I think all of us in our lives need somebody that’s not afraid to. Go there to challenge you and maybe uncomfortable ways, but doing that from a very informed place, and so the process of working with me is, I mean, we roll up our sleeves and, you know, we put on our boots and we walk around and, you know, kind of the fudge for a little while to see what’s there. And we pull all this stuff out. We lay it out on the lawn, let it air dry and we look around saying, Wow. Ok, I got it. Some of the stuff we can keep it, a lot of the stuff we can get rid of. And, you know, I think it’s through that process, that level of intimacy in the conversation that I would say provides the most value to the clients that keep me around.

Lee Kantor: [00:12:57] So now, I mean, that sounds fantastic, and I think everybody should have a person like you as part of the team. How, though, is it kind of sold like, do you? Is it a retainer? Is it something where they, you know, I mean, I don’t even know, like, I see the value. It’s not even a question of the value. It just had to communicate this to somebody and say, you need somebody like me around that’s going to, you know, trust me, just share all your stuff. I’m going to be there. I’m going to listen. I’m not going to be a yes man. I’m going to poke in all your ideas and you know, we’re going to be better together. But just trust me on this. Yeah, you can talk to, you know, 50 other people that have gone through it worked for them. I mean, but it just seems like a weird thing that someone signs on for. And I think but I think it’s brilliant. I mean, I don’t confuse my questioning for really interrogating you about this because I I want to be you. I would love for people to pay me to kind of hang out with them, to kind of really dig deep and and be empathetic and yet strategic and help them kind of get to a new level, you know?

Shasheen Shah: [00:14:13] So it’s a pleasure to meet you, and I know we don’t know each other, but you really are on the sweet side of it all, and you’re absolutely right. And. It is why, you know, the joke is, you know, it’s like, well, I’ve got a friend that I love, and she’s like, So what should I tell him? I said, You know what? Tell him to get on the phone with me, and we’ll chat for an hour and I’ll really find out what’s going on in that person’s life. And and it’s an interesting what how when we say it’s like, you know, I don’t know, get on. I don’t even know what he does. I don’t even know what she does. But you’ll either get it or it’ll be the click or it won’t click. And I’ll tell you something like, I arguably I don’t know. And this past year probably turned down more opportunities for coaching than I’ve taken on, and it’s primarily due to this one fact. And this is something I learned from one of the best salesmen of coaching. And, you know, because I was so perplexed about the sales process of coaching and for the coaches that are listening out here, you know, it really comes down to, I said, you know, listening and when when someone does find their way on a phone call with me, the number one thing that I’m trying to assess is that is there something at stake in this conversation for them? It’s like, you know, if this doesn’t change for them, you know, what’s the cost for them or is there something you know, it’s that pain pleasure? Is there some level of pleasure that they really, really want to achieve? And again, how I just want to make a million dollars or I want to find the love of my life for, you know, these these these blanket sounding good outcomes that they, you know, a lot of people will lead with.

Shasheen Shah: [00:15:58] But when you really get down to it, if I can really get like, what’s going on and see that there’s someone there that has access to a deeper, emotional, reflective part of their personality and there is something they do want to make a difference or, you know, they want to be there for their kids or they want to make a difference in their parents’ lives or their communities at stake, or there’s something like that. It’s amazing. It’s actually not a tough sell. It’s just like, Oh, wow, then the question is, do I trust this? Guy shot. And, you know, is this is this the guy that I don’t even know what this guy who he is, I’ve never met, I haven’t even met most of my clients face to face and or at least I don’t initially, you know, now today it’s more Zoom and Skype and FaceTime, but it would just be a phone call and you know what you started off with. I think that this courageous inquiry is that you know what I would if I were to just, you know, able to say, Well, it’s what my client has said. It’s like, You know what? You know, what I appreciate about you is I never feel like I’m being talked at, you know, one of the things. That I will do in just about every call that I have, every time I have a call is be there with them with a real world example, if not in, you know, a distant past, if not in a more recent past.

Shasheen Shah: [00:17:19] Just that day, you know of where I got triggered and how I’m navigating the world. And probably the this is just reminding me one of the highest compliments I think I’ve ever received from a client was this woman who just wanted to just, you know, grow her strawberries and build a strawberry farm. And it’s just huge executive. And she said, You know what? She’s like, You know what? I call you? She’s like, You’re my permission. It’s like, I just feel like it’s OK for me to just be the version of me that I’ve always wanted to be. And it sounds so Pollyanna, even when I say it out loud right now. But that’s the truth. It’s like there’s just the sense of you go to a therapist and there’s this wall you can’t really share as a therapist with their client, your own personal stuff. So there’s that wall. So you’re sitting there in a therapist’s office, you know, talking and sharing all your stuff while they’re just sitting there looking at you, giving you some, you know, frameworks to work with or you go to a consultant and consult will give you tips and tricks and strategies and ways of thinking about stuff. But it’s rare to find somebody. But when you can combine both of those and be there with you emotionally, be there with you strategically and just kind of get in the sandbox and play around with some stuff, and I think that’s truly the magic of the relationships that I cultivate and my practice.

Lee Kantor: [00:18:36] So now is there a sheen for sheen?

Shasheen Shah: [00:18:41] There sure is. There’s a team actually for me to take the small village of people, but yes, I do. I leave her off of I own coach and I have a couple of other people that serve in that capacity for me on a on a spiritual side as well, on the metaphysical side and then just from purely just mentorship basis as well.

Lee Kantor: [00:19:04] So now let’s talk for a minute about your new book, The Kid in the King. Tell us about that. And what was the kind of impetus to write a book?

Shasheen Shah: [00:19:14] Yeah, great question. You know, and I want to answer this in a way, also for four other coaches and other people to hear as well, you know, because years ago it was you well, she seemed to have a book. You have a degree. Do you have a you know? Well, you know, you should write a book, you get a podcast going, get a blog going and, you know, get that going. You know, it’ll give you credibility. It’ll do this. And I was like, I just it just it made my stomach turn. I just wasn’t really good at any of those things. And I tried Twitter and I tried social media. And you know, if you look at my social media, it’s like pictures of like, you know, butterflies and sunsets and the moon and my dog and being outdoors and kind of more lifestyle in photography and. I remember one of my mentors said to me, it’s like he’s like, listen, I was like, I can’t think about writing like, well, whatever you do, just just make sure it’s a value and don’t. Be another hack out there, just don’t don’t don’t write a book to write a book. And so this book has taken me six years, and it started with this idea of looking at the individuals, the difficulty. It was managing individuals within an organization.

Shasheen Shah: [00:20:25] And I was in Vietnam and I remember presenting for this huge company, and I was supposed to be an English speaking event and there was like five different languages in the room and it was almost a train wreck. I mean, it was the jet lag that was the morning I had two translators. I would speak for one minute, they would speak for seven, and at lunch I was just like, OK, I’m done. I don’t know what to do. Luckily, I had the small group of people that as a feedback group and one of the things that. Resonated with them the most with this idea of at any given moment, there’s this king inside of us that really is capable of incredible things. And yet the other side of us, there’s this kind of childlike tantrum upset, you know, emotional sensitive side that kind of just gets in the way and can wreak havoc at the most unsuspecting times. And so here I was, getting translated and getting, you know, just I mean, a train wreck of a presentation and I decided to just go with the kid in the king and just did literally one of my first acting performances on stage at the Hanoi Hilton. No kidding. And in front of about 250 people and characterize these two different people.

Shasheen Shah: [00:21:42] And I use the phrase back then like, who is doing the talking? Was it your kid that’s talking? Or was it the king? And through that came this this idea that. What I witnessed. Well, the book had been called, you know, why two really smart people do dumb things, why is it that, you know, I’m talking to a guy that’s got multiple degrees from Harvard and Stanford? You know, it’s just killing it in the world, business and financially, but can’t speak to his wife and kids or has got some addiction to alcohol. Or he’s got, you know, porn addictions or whatever it might be. And he can’t just seem to right side the ship in certain areas, but it’s killing it in other areas. So it was in a way of addressing this duality that I believe all humans have to be and deal with. And it was also my opportunity and attempt to to just challenge the notion of this really masculine kind of, you know, style of of of of achievement that involved, you know, this this conquer and crush and, you know, discipline and accountability. And you know, you know, you can overcome this stuff. And and I would argue that all of those, like I said before, are super effective in maybe getting the ball to move down the field.

Shasheen Shah: [00:23:08] But man, they just can rob you of so much of the experience. And the problem, especially with leadership, is if you’re a guy or a woman that has motivated yourself through like self-flagellation, guilt, shame and just crushing it. Well, you’re not going to have the ability to motivate and empower others without pulling out that same hammer that you use and the number one issue that I’ll deal with with a lot of my clients is going to be. Well, I just can’t get them to do what I need them to do, and we look at their communication strategy and how they go about achieving the results they have was by just beaten, beaten down on that kid inside of him. So the kid in the king, that hidden inner struggle was, how do we effectively deal with this confusion between these two incredibly polar opposite sides of our personality? And instead of trying to crush and conquer it, the premise of the book is to really kind of not only, like, understand it, let’s take it. Let’s go beyond awareness. We got to come to expect it like we have to wake up every day and know that there’s this gun that’s on our hip. And if we don’t holster that thing and make sure the safety’s down and be aware of the fact that even if I bump into the wall the wrong way, that thing can go off and either shoot me in the foot or shoot someone else inadvertently and cause havoc, unintended right and an unintended way.

Shasheen Shah: [00:24:42] And so the idea of understanding this relationship differently. Finding a more, you know, a less adversarial and more loving relationship between the sides. Learning how to predict and see and anticipate that part of us coming down. You know, it’s like a pitch that’s coming high and outside, you know, you’re just not going to swing at it anymore. It’s like, I know what that looks like. I’m not going to take the bait. That’s where the kid and the king really was. That’s what the conversation of the kid in the King was really designed to bring forth is let’s let’s. Understand this in a different way, because if we really want to be effective, if we want to play the long game, if we want healthy relationships, if we want to have joy in our life, if we want to stop fighting and stop being so damn exhausted and tired, it got to learn to have some compassion and love for that part of us that got created when we’re just really, really young. So long answer, but that’s the heart of it.

Lee Kantor: [00:25:39] Now, is it written as a fable? Is it written as a business book? Like, what is the style of the writing?

Shasheen Shah: [00:25:46] I mean, it’s it’s so it’s I can I guess it would call like, you know, one part memoir, part tactical, you know, and maybe, you know, the other part is philosophical. So it’s a lot of, you know, one of the readers of the book early on, you know, I think one of the nicest things that I’ve heard said about it is like, you know, saying it’s great because you’re not talking about stuff. You’re talking about your own experience with these principles. And it’s just great. You know, it’s you out there surfing or skiing or in an avalanche or just traveling around. And it’s just kind of a hands on book. But it is. It is built with. It starts off with like a three minute exercise to just understand the duality, there’s an opportunity to understand the five questions of the emotional mastery process that I outline. There’s exercises about dealing with and writing a letter to your kid. We actually go there in this book. It’s like you write a letter to your kid, you name your kid and you write a letter. It’s quote unquote inner child work. I guess. I don’t know. I’m not. I’m not qualified to call it what it is, but it it goes there about your childhood experiences. There’s an opportunity to write a letter to your parents and really deal with any unreconciled anger, frustration or issues around things with your with your parents of origin or the surrogates that you had when you were growing up to really just polish off any little rust you may have.

Shasheen Shah: [00:27:06] And it’s not about being fine anymore. I’m I’m fine with that. That was a long time ago. Why are you making me write this letter? It’s about, you know, people that are really looking for that X Factor. So it goes to all of those places and then concludes with, you know, some more exercises of now that you’ve got that stuff out of the way, you’re not trying to be good enough and lovable, like, what do you really want? I mean, I think I mean, it’s funny for the coaches out there. I mean, you probably agree with this like the three hardest questions anyone’s got to answer for themselves. What do you want? Why do you want it and what are you willing to do to get it to really answer that question? What do you want? I mean, really authentically without being some like Sarah, I just want to save the world and I want to make an impact, I want to make a difference and you know, I mean, I think ultimately if we’re not really careful what’s underneath all that, I just want the world to think positively.

Shasheen Shah: [00:27:53] I want to look good. I want to sound good, I want to be admired. It’s really selfish at the heart of it. And so dealing with that and putting that into context, I think. You know, really allows for a different kind of expression to be available in the world. And that’s what this book takes on. It takes that on. So it’s it’s been ambitious and it’s taken 60 years. It took an entire rewrite during COVID because I read it and I almost threw up with my own writing because it was just bleeding and full of I was like, Oh my God, stop. It’s like, did my kid write that book? And so I got to rewrite it from the king’s perspective this last year. And, you know, I went through the whole thing with HarperCollins and all these different publishing houses, and it was like, Oh, we can get it out in twenty twenty three, twenty twenty four. I was like, You know what to say, print. So I hit self-published and it’s out there now, so I’m thrilled to have it out there. I’m proud of the work that it is. And, you know, I think it’s not for everyone, but if you’re ready, I think it can make a profound impact for you and the people that you love.

Lee Kantor: [00:28:55] Well, sashaying, thank you so much for sharing your story. And I just really appreciate how you’re trying to bring humanity back into business and to and just never forget that we’re all human beings. And to give each other grace, give yourself grace. And we’re all kind of I like to look at us. We’re all kind of experimenting and we’re all trainees and we’re all doing the best we can. And it’s OK to say that, and it’s OK to not know all the answers. No matter what you think, everybody thinks you should know it’s OK to ask for help and to have someone like you in their corner is a gift and it’s great talking to you.

Shasheen Shah: [00:29:37] Absolutely. You know, you’re a very intuitive interviewer, and I really appreciated the time today, thanks for the great questions the opportunity to share with the audience.

Lee Kantor: [00:29:45] Well, if somebody wants to learn more about your practice or get their hands on the book, what’s the website?

Shasheen Shah: [00:29:50] It’s Sina.com, it’s my first name, and all my social media is at Shashi, and let me spell it for you. It’s S.H. a s h e n as in November, Sachin dot com or at Chasin you’ll be able to find me and the book name is the kid and the king. The hidden inner struggle high achievers must conquer to reignite and reengage with life.

Lee Kantor: [00:30:15] Good stuff. Well, thank you again for sharing your story. We appreciate the work you’re doing.

Shasheen Shah: [00:30:21] Thanks, Doug. Take care.

Lee Kantor: [00:30:22] All right, this is Lee Kantor Willis, our next time on Coach the Coach radio.

Tagged With: Coherent Strategies, Shasheen Shah

Rick Goddard With The Southern Brewing Company

September 7, 2021 by Jacob Lapera

Atlanta Business Radio
Atlanta Business Radio
Rick Goddard With The Southern Brewing Company
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It was started with a conversation and notes on the back of a napkin. Founders Rick Goddard and Brian Roth met in Washington, DC. while lobbying for the beer industry. They shared a passion for unique beers with local flavor and wanted to bring something new to Athens.

After five years of research and planning, they broke ground in August of 2014 then rolled up the garage doors to the public in May 2015.

Since the first batch came out of the tank three years ago, they’ve grown from less than ten employees to more than thirty. They’ve created over fifty unique beers with a variety of local ingredients.

They’ve done dozens of collaborations with wonderful folks from around the southeast and a few from even farther away. Through all of this, they’ve grown and learned. Most importantly, they’ve enjoyed every minute they’ve shared with Athens.

Hospitality is the cornerstone of the Southern Brewing Company. They are and always will be focused on relationships within the brewing industry and our community.

They’re passionate about crafting traditional and wild beers with local character while fostering collaborative learning and celebrating our families, our community, and our Southern culture.

Follow the Southern Brewing Company on Twitter.

What You’ll Learn in this Episode

  • Small Business – point of sale system
  • Business during COVID-19

About Our Sponsor

OnPay’sOnPay-Dots payroll services and HR software give you more time to focus on what’s most important. Rated “Excellent” by PC Magazine, we make it easy to pay employees fast, we automate all payroll taxes, and we even keep all your HR and benefits organized and compliant.

Our award-winning customer service includes an accuracy guarantee, deep integrations with popular accounting software, and we’ll even enter all your employee information for you — whether you have five employees or 500. Take a closer look to see all the ways we can save you time and money in the back office.

Follow OnPay on LinkedIn, Facebook and Twitter

Tagged With: Rick Goddard, The Southern Brewing Company

Robert Balentine With Balentine

September 7, 2021 by Jacob Lapera

RobertBalentine
Atlanta Business Radio
Robert Balentine With Balentine
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RobertBalentineRobert Balentine is Chairman of Balentine, the Atlanta-based wealth management firm, where he oversees more than $4 billion in client assets.

Ranked among Barron’s Top 25 Independent Advisors nationally and number one in Georgia, he has spent the last 40 years advising business owners on matters relating to their wealth and legacy.

An active community member, Robert has served in various chair positions for the Atlanta Symphony Orchestra, Metro Atlanta Salvation Army Boys & Girls Clubs, and Woodruff Arts Center. An avid outdoorsman and Eagle Scout, he founded the Southern Highlands Reserve, a nationally recognized native plant arboretum in western North Carolina, for which he received the 2017 Preservation Hero award from the Library of American Landscape History.

Currently, he serves as Vice-Chairman of The Garden Conservancy, a New York-based non-profit organization focused on preserving, sharing, and celebrating America’s gardens and diverse gardening traditions. Robert served for nearly a decade on the board of trustees for his alma mater, Washington & Lee University.

He has been a member of the Rotary Club of Atlanta for the past 25 years and served as president during the club’s centennial year where he received the Sheffield Leadership award for his service.

In 2013, Robert was named the inaugural recipient of the Metro Atlanta Chamber’s Business Person of the Year Lifetime Achievement award, and in 2018, he was named to the Atlanta Business Chronicle’s list of Most Admired CEOs.

His book, First Generation Wealth: Enduring Strategies for a Meaningful and Lasting Legacy, will be released later this year.

Connect with Robert on LinkedIn.

About Our Sponsor

OnPay’sOnPay-Dots payroll services and HR software give you more time to focus on what’s most important. Rated “Excellent” by PC Magazine, we make it easy to pay employees fast, we automate all payroll taxes, and we even keep all your HR and benefits organized and compliant.

Our award-winning customer service includes an accuracy guarantee, deep integrations with popular accounting software, and we’ll even enter all your employee information for you — whether you have five employees or 500. Take a closer look to see all the ways we can save you time and money in the back office.

Follow OnPay on LinkedIn, Facebook and Twitter

Tagged With: Balentine, Robert Balentine

Maurice Contreras With Volcanica Coffee

September 7, 2021 by Jacob Lapera

MauriceContreras
Atlanta Business Radio
Maurice Contreras With Volcanica Coffee
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VolcanicaCoffee

MauriceContrerasMaurice Contreras started Volcanica Coffee after visiting his homeland in costa Rica.  While he was there, he saw an opportunity to import great-tasting coffee from volcanic regions, such as inCosta Rica, to consumers.

The company started part-time in his garage and now operates a coffee plant near Atlanta, Georgia with 20 employees that includes his wife and their two adult children.

Previously, Maurice was a regional director for AT&T.  Prior to joining AT&T, he was the national marketing director of TracFone Wireless when it was a startup helping it to grow to over $1B in sales. He also held senior management positions with Verizon and Blockbuster Entertainment.

He graduated from the University of Florida with a B.S. degree in business administration and earned an MBA from Nova Southeastern University.

About Our Sponsor

OnPay’sOnPay-Dots payroll services and HR software give you more time to focus on what’s most important. Rated “Excellent” by PC Magazine, we make it easy to pay employees fast, we automate all payroll taxes, and we even keep all your HR and benefits organized and compliant.

Our award-winning customer service includes an accuracy guarantee, deep integrations with popular accounting software, and we’ll even enter all your employee information for you — whether you have five employees or 500. Take a closer look to see all the ways we can save you time and money in the back office.

Follow OnPay on LinkedIn, Facebook and Twitter

Tagged With: Maurice Contreras, Volcanica Coffee

Horace Williams With The Honey Baked Ham Company

September 7, 2021 by Jacob Lapera

HoraceWilliams
Franchise Marketing Radio
Horace Williams With The Honey Baked Ham Company
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Brought To You By SeoSamba . . . Comprehensive, High Performing Marketing Solutions For Mature And Emerging Franchise Brands . . . To Supercharge Your Franchise Marketing, Go To seosamba.com.

Horace L. Williams, a veteran of corporate transformations and franchise operations, is currently Vice President of Franchise for The Honey Baked Ham Company, LLC based in Alpharetta, Georgia.

Mr. Williams oversees franchise operations, sales and development, and franchise relationships for the HoneyBaked brand.

Seasoned operations professional who also has considerable sales and marketing leadership experience, Williams came to HoneyBaked with a proven track record of crafting and executing strategies that reduce costs, improve service, drive revenue growth, and increase profitability for franchisees and franchisors.

He has extensive experience with corporate revitalizations for both startup enterprises and high-growth companies.

What You’ll Learn In This Episode

  • How the pandemic has impacted HBH
  • HBH’s handling of satisfaction during the pandemic

Tagged With: Horace Williams, The Honey Baked Ham Company

Yasmine Jandali With Starwood Business Group

September 3, 2021 by Jacob Lapera

StarwoodBusinessGroup
Atlanta Business Radio
Yasmine Jandali With Starwood Business Group
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YasmineJandaliYasmine Jandali began her business career in the 1990s working for one of the largest investment banking firms in the country. Helping clients succeed in their own businesses gave Yasmine the drive to build and sell her own company.

She is a business owner, entrepreneur and business intermediary who brings more than 15 years of experience to the task of structuring winning deals for the sellers and buyers of businesses. Yasmine has earned the prestigious CBI designation for professional business brokers, of which there are less than 500 worldwide.

She is an experienced business owner who founded her own chain of upscale tanning salons and played a key role in making the company a success. Under her leadership, the company consistently grew revenues and profits, and built a dedicated customer base which resulted in a profitable sale to a private investor in North Carolina.

Prior to her success in the service industry, Yasmine held numerous positions in the financial service industry such as Wachovia Securities where she specialized in Currency Risk Management and Foreign Currency Exchange; managing the currency needs of Wachovia’s Latin American bank market.

During the process of selling her businesses, Yasmine saw a service gap for entrepreneurs interested in buying and selling businesses in the Metro Atlanta area. There was a need for a new way of doing things, one that took into account the needs of both buyers and sellers.

So in 2005, Yasmine established a business brokerage firm in North Metro Atlanta and subsequently won numerous awards including Top Producing Office in 2008 and Top New Office in the Country in 2009.

In 2013, after years of growth and dozens of successful transactions completed, the firm was re-branded to Starwood Business Group and continues to offer exceptional service to both business buyers and sellers.

In addition to well-honed business skills, Yasmine brings a strong educational background to the task of business sales and business valuation. She has pursued post-graduate studies in Business Administration at the University of North Carolina and holds a B.A. in Marketing from Queens University.

She speaks Spanish, French, and Arabic and is well versed in international business issues. Her focus on detail and in-depth understanding of the essential workings of small and large businesses provide both buyers and sellers confidence that transactions will run smoothly.

Yasmine and her team at Starwood Business Group have successfully and confidentially facilitated the sale of hundreds of select businesses in the Metro Atlanta area and are ready to help you!

Connect with Yasmine on LinkedIn and follow Starwood Business Group on Facebook and Twitter.

What You’ll Learn In This Episode

  • How to help business owners prepare their business for sale
  • How to choose the best business broker

About Our Sponsor

OnPay’sOnPay-Dots payroll services and HR software give you more time to focus on what’s most important. Rated “Excellent” by PC Magazine, we make it easy to pay employees fast, we automate all payroll taxes, and we even keep all your HR and benefits organized and compliant.

Our award-winning customer service includes an accuracy guarantee, deep integrations with popular accounting software, and we’ll even enter all your employee information for you — whether you have five employees or 500. Take a closer look to see all the ways we can save you time and money in the back office.

Follow OnPay on LinkedIn, Facebook and Twitter

 

Tagged With: Starwood Business Group, Yasmine Jandali

Rob Bedell With Bedell Enterprises

September 3, 2021 by Jacob Lapera

RobBedell
Coach The Coach
Rob Bedell With Bedell Enterprises
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RobBedellRob Bedell with Bedell Enterprises, has 30 years of professional sales experience, covering industries such as media, internet or new media, manufacturing, and SaaS. Rob has successfully trained individuals to be successful in their careers.

Today, Rob trains business owners to understand sales and their sales process to be more successful with their business.

Rob is an expert in sales and sales leadership, having worked with national and international companies.

He has extensive experience with companies from different industries including, media, tech, and business services. He not only understands the sales process but also operations to ensure the best workflow.

Connect with Rob on LinkedIn.

What You’ll Learn In This Episode

  • The first thing you look at when working with a business owner
  • The biggest mistake that business owners make when it comes to sales

This transcript is machine transcribed by Sonix 

TRANSCRIPT

Intro: [00:00:02] Broadcasting live from the Business RadioX Studios in Atlanta, Georgia. It’s time for Coach the Coach radio brought to you by the Business RadioX Ambassador Program, the no cost business development strategy for coaches who want to spend more time serving local business clients and less time selling them. Go to brxambassador.com To learn more. Now here’s your host.

Lee Kantor: [00:00:33] Lee Kantor here, another episode of Coach the Coach Radio, and this is going to be a good one today on the show, we have Rob Bedell and he is with Badel Enterprises. Welcome, Rob.

Rob Bedell: [00:00:44] Oh, thanks for having me.

Lee Kantor: [00:00:45] Well, I’m excited to learn what you’re up to. Tell us about your practice. How you serving, folks?

Rob Bedell: [00:00:51] Oh, I’m a business advisor and coach. I’ve been doing this for a while now and I basically help business owners find the money that they’re leaving on the table.

Lee Kantor: [00:00:59] Now, what’s your back story? How’d you get involved in coaching?

Rob Bedell: [00:01:03] It’s funny because I got to the top of my profession for 40. I was publisher of a satire publication called The Onion in Los Angeles. I did not start the onion, but I was publisher of when they came to Los Angeles, and then I was publisher of a magazine group when I realized I still wasn’t really happy. And so I said, What really makes me happy? And I was like, I like making other businesses and people more successful. So for the past decade, I’ve been an outsourced VP of sales, helping a couple of businesses at a time set up a sales process. But it leads scoring. Make sure everyone follows the same process to get the same high results. And then over the last few years, it kept having people come up to me. You do coaching. And as I was like, No, I don’t do coaching. And then last year, in October, three people in a week walked up to me, said, Do you do coaching? I’m like, Maybe I should look into this coaching thing because people keep asking me about it. And so I found a platform that I just love that have all the tools that any business owner needs to really grow their business. And I’ve been doing that for a bit now.

Lee Kantor: [00:01:58] So now how is your work when you’re advising people different than coaching people?

Rob Bedell: [00:02:05] Well, when I was doing a advising coaching, it’s pretty much the same thing, I mean, basically with the coaching. It’s more coaching people on how to how to get more out of their business with the advising, it’s more of a structure infrastructure of how you lay your business out.

Lee Kantor: [00:02:21] So when you’re working with them, so obviously that’s one of the first thing you’re trying to determine if you’re coaching them as a you want to be a leader or or B you want to grow your business, those are obviously you would take two different approaches for that.

Rob Bedell: [00:02:36] Yeah, but it’s funny. The first thing I always look at when I work with any business is their value proposition because a lot of times they have it wrong. I worked with an insurance inspection company. They were around for 40 years, father, son, team. They had a great product there. The best thing in the industry. I sat down with them, unlike what’s important in your industry. They’re like, we’re we’re all about. We have the best time service and full time service and quality. Ok. I went out to their three best clients is sat down with them like, Hey, listen, insurance inspection companies, they’re a dime a dozen. Why do you work with these guys? And they all said the same thing. They’re like in this industry, Rob. There’s always going to be problems. And when they’re problems, we can call or email them. They’ll find out what happened, who is involved and how to make sure it doesn’t happen again and get back to us within 24 to 48 hours. And it was like, Well, that kind of sounds like customer service and communication. They also get that they have it and not of a lot of other people do. I asked all three, what about time, service and quality? They all said the same thing. If you’re not doing time, service and quality, you’re not working in this industry. So we went back, we changed the value proposition from we have the best time service and quality that everyone else in the industry is screaming about where we have the best customer service and communication. Hey, guess what, in this industry, there’s going to be problems when their problems were with you that next year the grew twenty six percent you after that sixty three because they were speaking to the market in the markets for us, not theirs.

Lee Kantor: [00:03:53] Now is that an exercise you recommend to other businesses doing just kind of asking your customers or maybe hiring a third party to ask the customer, Why are you doing business with these folks?

Rob Bedell: [00:04:04] I highly recommend doing it. I’ve been doing giving that out for free for anybody. It’s like, here, go out to your three best clients and your best clients, not the ones that pay you the most. Because really, as we know, sometimes the people that pay the most are the big pain in the rear ends. But the ones that you love working with, they love working with you. It’s just you want more of those people. Ask them, What value did you bring that you expected? What value did you bring that they didn’t expect? And what’s just the best thing about working together? Let them phrase your value proposition. I’ve done this for like five or six businesses this year, and they always come back to be going. I never thought of that because now they’re speaking in the market’s voice, not in their voice, and it’s a hard thing to do. It’s hard to get out of your own head and think in your customers voice.

Lee Kantor: [00:04:47] Now, in the first example, you mentioned that that the client was aware that problems occur and they were very concerned about or they were very happy that their the the your client helped them solve those problems when they do occur. Do you find that a lot of business owners don’t even consider that when they’re creating their value proposition, that to assume that problems are going to occur because theoretically, the business is in the problem solving business so that they don’t want to even think about problems. Once you’re starting to deal with me so that they’re missing an opportunity, they’re just allaying some fears that, hey, problems happen, they’re going to happen when you deal with us, too, but we’re going to be on top of it.

Rob Bedell: [00:05:33] Yeah, and it’s dealing in reality, you know, guess what, if you have a business where there’s never been an issue regulations, write down how you did it and sell a book and you’d be a billionaire. But the reality of situations is there’s always problems in business. There’s always little hiccups. And as long as you address them and deal with them, it’s not an issue.

Lee Kantor: [00:05:54] Now how has your business changed now that you’ve kind of leaned into coaching? Is this personally feel different for you to do this kind of work? Is this something that you’re like? Oh, I was always meant to do this? Like, personally, how is this kind of work appealing to you?

Rob Bedell: [00:06:10] I love doing it because I love and Lee. I’ll say this. You know, again, a lot of the things that I talked to business owners about, it’s not rocket science, it’s all stuff that they said. I knew this. I knew this like, OK, now that you know it now, it’s time to apply it. And in a way, it’s just I help them talk through their issues. And yeah, I love it. You know, right now, I’m actually looking at building a group coaching platform because I am having so much demand for me, people coming and saying, Hey, I want to work with you, that I’m, you know, trying to go from the one on one group coaching so I can help more people. And at the same time.

Lee Kantor: [00:06:45] Now you mentioned you have a platform. Is this something that you bought or hired someone to create a methodology or this is your methodology, you’re just kind of reworking to make it more scalable.

Rob Bedell: [00:06:59] It’s a platform that was built already by some guys who have all the tools at any business. Owner would need to grow their business, the marketing side of the operations side of things where we can kind of go in and really kind of look at your business, you know, department by department and really kind of fine tune it where you grow. How many leads that are coming in yet you streamline your operations. And so it is a platform that was already out there, built and again, I found it loved it and it’s been very, really helpful.

Lee Kantor: [00:07:27] And then on top of that, you add your jazz hands to help them in the areas of your specialty, which are a lot of it is sales and marketing.

Rob Bedell: [00:07:36] A lot of it is sales and operations. Yes.

Lee Kantor: [00:07:38] So now let’s talk about sales a little bit. Are you seeing kind of business owners make the same mistake over and over where you’re like kind of rolling your eyes and go, Oh, here we go again, this same kind of path that a lot of other folks have fallen into.

Rob Bedell: [00:07:53] I wouldn’t say I rolled my eyes, you know, a common mistake. Again, it’s a value proposition. It’s like they all think they’re speaking in their voice. I mean, especially with technology companies, it companies, they get so much in their head trying to explain exactly what they think. The customer would like that they don’t ask the customer. And it’s funny, too. That’s all part of sales is ask a question and let them answer. That’s part of business. As a business owner, you should be talking to your customers on a regular basis. What are we doing? Great? What more can we help? What more can we do? I’m not sure if you’ve ever heard it. Did you ever read the book Delivering Happiness?

Lee Kantor: [00:08:26] Yeah, the Tony Hsieh.

Rob Bedell: [00:08:29] Yes, Zappos. Right? You know, in every, you know, business should think about that. How can we make things better? Every time someone comes in, how can we help a customer? Because then you become the go to customer, the go to person, to go to business. And that’s really what you want is business owner.

Lee Kantor: [00:08:43] So now is there anything you do to help them kind of clarify that like, you know, there’s one thing you’re listening to the customer, that’s one thing. There’s obviously some incongruity sometimes where, like you said, the the business owner believes one thing and the customer is saying something else. How do you kind of help that all kind of work symbiotically?

Rob Bedell: [00:09:07] Well, and again, a lot of it’s just sitting there talking through, you know, sitting down with a business owner who who who is your ideal client, who do you lose your customer? And it’s so funny. I love when business owners say everyone like, no, everyone is not your customer. But Nike and Coca-Cola do not go after everyone. You shouldn’t either be a waste of your time and money. So really focus on, you know, and I always tell them, reflect on the business that you currently have. I’m sure there’s, you know, clients that you sit there and you just love working with. That’s your ideal client. And so once you get that focus, once you have everyone and the value proposition is not just for your sales team, it’s for every single person at your company. Because if everyone’s on the same page with the value of what you offer, the company will grow. And I get I get pushback sometimes on that. A lot, the business owners say, Rob, why does someone in my warehouse accounting need to know my value proposition? And I explain it this way. You never know when they’re sitting at lunch next to somebody and say, Oh, what do you do? Well, I’m in warehouse. Oh, who do you work for? I work for ABC Company. Oh, what do they do? And if they can spit out your value proposition now you went from having a sales team to having a sales company. Plus, they take greater pride in the work that they do when they understand the value of it.

Lee Kantor: [00:10:16] Do you think that in today’s world you have to have a sales company? Everybody has to kind of be on board when it comes to selling because it’s just so competitive nowadays?

Rob Bedell: [00:10:26] I wouldn’t say you have to, but I would say the ones that think that way do a lot better than the ones that don’t.

Lee Kantor: [00:10:33] Now, so let’s go through a situation, maybe share a story where you were working with someone and maybe they didn’t have their sales value proposition kind of complete and walk me through what their challenge was, how you landed on that and then help them get to a new level.

Rob Bedell: [00:10:52] I was working with an Australian company that was in the U.S. for a few years, and they did marketing for orthodontists. They got the leads into orthodontist and sat down with them and they their value proposition was off and their whole sales process was off. They had this deck that was 20 pages deep jam full of information, and I sat down with them. They flew into town, I sat down with them, I looked at the deck and looked at them and said, I’m not going to read this. And they said, What? I said, You’re paying me and I’m not going to read this. Do you think an orthodontist? Why do you have all this information here? And they’re like, Well, Rob, it’s everything they need to know to make a decision. And I was like, No, it’s not. It’s everything you want to impress them with with your knowledge, but it’s not what they need to know. And so we did exactly that. Little simple exercise went up to the three best clients. We reduced that 20 page deck to a one sheet with four bullet points on it. The next week, sales rep called me up to up. They’re reading it and like what, Brooke? They’re supposed to read. It was Rob. They never read anything I’ve ever sent them before. And so again, by sitting them down, showing them how this, you know, streamlining their sales, we took a different approach on the sales side of things, too. We didn’t go in there saying, Hey, Doc, we can do this for you. We called and said, Hey Doc, we want to see if you qualify to work with us made a huge difference in it. So it’s just and as soon as I was able to show them the process and show them the difference and how it shorten the sales cycle and increase their customer base, we shorten their sales cycle eight to 10 months and increase their customer base 33 percent in four months by doing this. And again, it’s simple little exercises.

Lee Kantor: [00:12:26] So now you mentioned earlier that kind of to be very specific when it comes to your ideal customer. And and sometimes people are I don’t want to use the wrong word, but they they maybe are skeptical that that’s the way to go because they feel maybe that they’re missing out on opportunities if they are that kind of, you know, within a specific niche. How do you kind of help them overcome this? Is there a way to test that theory? Like if you say, you know what, you should be targeting orthodontists and not just everybody that’s in dentistry? Do you kind of experiment and say, OK, let’s do a test to see if if this kind of theory is going to hold water or not?

Rob Bedell: [00:13:11] Well, and I kind of put it this way. It’s if you’re trying to reach a Spanish or Mexico Hispanic audience and you’re just speaking English to them. Well, yeah, you might get some of them because they understand English. But if you spoke Spanish, you might get all of them. So if you’re targeting an audience and you’re not speaking their language, so therefore, if you’re trying to reach too broad of an audience but you’re not speaking the language that your specific niche can understand, you’re losing out on more by not focusing on your niche audience, your targeted audience, then you are when you’re trying to cast such a broad net. Does that make sense?

Lee Kantor: [00:13:47] Yeah, I mean, I’m a big believer in niches like way of saying here niches bring riches and and the thinking is that too. I’d rather be the go to person in my niche than I would just be another kind of vendor in a in a big pool. You know, I’m shooting to be the go to person, not just another person that can do that. So I want that mindshare if I can pull that off. So. But not everybody kind of is like, Oh, that’s a greatest idea I ever heard. They’re kind of skeptical that to go to be bigger is you have to be smart, you know, aims in a smaller target.

Rob Bedell: [00:14:29] Well, there’s always that FOMO, the fear of missing out, and it’s you have to get through it and say, OK, guess what? But have I talked to and again, the way I always look at it and explain to the business owners, a lot of times are like, Well, my sales team needs to be making one hundred calls a day, and I’m like, Well, if they make one hundred calls a day every day for the week and they don’t get any sales, are you happy? And they’re like, No. So, OK, well, then they have to do, you know, 10 presentations, so they do 10 percent and they don’t get a sale. Are you happy? No, I said, What do you really want? I want sales and ask for sales. If you have a good sales team and they’re good salespeople, they will make the calls, they will do the presentations, they will do everything needed to make the end goal, which is the number of sales that they need.

Lee Kantor: [00:15:11] Now do you find and we use the term cosmetics in this regard that sometimes organizations are aiming at these metrics that sound good or maybe make headlines in an in an article but aren’t really productive for themselves. Like you said, when you ask them, is the metric sales calls or is the metric, you know, dollars in the bank? You know, which one do you want more of you? They want the dollars in the bank, but they think that the sales causes is going to be that lever that they can pull to get more dollars in the bank where that may not be the case.

Rob Bedell: [00:15:50] Well, there is some correlation to it, I mean, and again, if you use it as a tool, meaning your sales people are not getting to the numbers, then you say, Hey, you know something I noticed when you were making 10 more calls a week, you were getting to the numbers when you cut 10 calls off. Use that as a metric. That’s fine. That’s that’s perfectly good. But if you lean on it as a crutch, you’re going to have people making the hundred calls yet not making an effort. And that’s really what you want out of your teams, whether it’s sales, whether it’s operations, you want the effort to be there.

Lee Kantor: [00:16:20] But you also want the effort to garner the result they desire.

Rob Bedell: [00:16:25] Exactly.

Lee Kantor: [00:16:26] Because a lot of times when there’s a metric, I find that people stay focused on that and then they start gaming the system to hit the metric and they’re not getting the result. But they’re saying, Hey, you know, it’s like if if you have one of those watches that count your steps and you’re like, You know, if I just shake the watch, I get the steps, you know, like the object isn’t to get 10000 steps, it’s to lose weight, you know, so you got to take the steps. If you want to lose the way, you can’t just move the thing.

Rob Bedell: [00:16:56] Exactly, and again, it has to be the focused effort. It has to be, you know, and exactly what you’re just saying. It’s like, well, I made a hundred phone calls, so the market must just be not or a product must network know that, you know, and that’s that’s the thing that a lot of business owners I work with when they don’t understand what sales is, they have a hard time talking to their sales team and their sales team can make every excuse in the world. Hey, look, we did the numbers, but it just wasn’t there where if you actually understand what sales is and how to get your sales team to just go out and have a conversation to see if people need what you have. Make sure that your marketing team sets up lead scoring for your sales team to where it’s like, OK, these leads coming in are good. They’re getting through the process. These ones are bad when you set up lead scoring, especially for small business owners. I can’t tell you how much of a difference this makes when a lead comes in. Do they need your product and service? Is a contact information correct? Were you able to get a call with them? Were you able to show them what you had? Did you close them? If all the leads are not getting past those first two stages, stop getting those leads. The best way to burn out a sales team really fast is it give them a bunch of unqualified leads to call.

Lee Kantor: [00:18:04] Now, talking about sales, you wrote a book on sales, can you talk about what let’s talk about the book, but what what kind of compelled you to write the book?

Rob Bedell: [00:18:15] Well, what compelled me to write it as I was actually doing a webinar for a bunch of business owners about what’s setting up a sales process is setting up a sales process that your whole sales team follows, get you more customers more often and faster. And they kind of like the idea about more money, more often faster. And when I opened it up for questions at the end. Well, Rob, when we set aside time for our business development, our customer acquisition was like, Wait, you mean sales? We you could hear them groan. And I was like, We stop. Sales is the lifeblood of what do you think sales is? And I got some hold old standard answers. It’s influence. It’s controlling the conversation. And I was like, OK, stop, you know, you guys know, Zig Ziglar Dale Genius is giant among men to this day, but sales has changed dramatically over the decades with the internet and with social media. All sales is is having a productive conversation to see if there’s a reason to work at it. Sales just like the human body, two ears, one mouth. Here’s how you run a sales meeting. It’s not about policies and procedures, it’s about goals. It’s about wins. It’s about success stories.

Rob Bedell: [00:19:16] Or how did you get this one? Let’s get the next one. You want your sales team so pumped when they walk out of the meeting that they feel like they could run through walls. And when I was done with it, I was like, Are you afraid of sales now that I know that’s actually kind of easy. And so when I got off the phone, I’m like, That’s the book I need you read. I need to write a sales book. But for business owners, so business owners have a good foundation of what sales is, and I have a workbook that goes along with it. But here’s how you find your value proposition. Here’s a different types of salespeople. Here’s questions you ask your sales team. And so it’s so funny to me because I get people that read the book and can call me up or email me like, I knew this. I knew this, and I started laughing like, good. Now I play it. There’s a theme that I have throughout the book as saying that I created which I love. It’s like, Yes, what I tell you is all common sense. But when common sense becomes common practice, that’s when you find success.

Lee Kantor: [00:20:05] Yeah, that’s where the magic is. I mean, the days of ABC always be closing, you know, we’re in a different world now.

Rob Bedell: [00:20:13] Yeah. I mean, unless you’re in a multi level marketing where that still applies. Yeah, in regular business now it’s about building relationships, right?

Lee Kantor: [00:20:22] I tell them, I tell them the new ABC is always be connecting or always be curating. That’s the new ABC.

Rob Bedell: [00:20:30] I love it. I love it.

Lee Kantor: [00:20:32] Because, like you said, I mean, to me, sales is is just about fit. You know, can I help you or, you know, I want to help you and I might be the right fit or I might not be, but I’ll try to help you get the right fit for you. And I think I think when you have that attitude, it’s a lot less stressful and it’s a lot less kind of icky. The way that some people feel about sales that it’s icky is because they’re forcing people and it doesn’t have to be. You’re really a resource in helping person achieve the outcome they desire.

Rob Bedell: [00:21:04] And that’s what me and some of my colleagues in sales are trying to do, because a lot of times people think of sales and they think it’s a four letter word. And I always tell people, No. Sales is a five letter sale if you do anything at any cost. Get that one sale. Yeah, that can be a bad thing. But again, there’s you know, and that’s not called sales, that’s called a con man. And and there’s bad people in every industry. There’s bad politicians, bad lawyers, bad police, but there’s also great ones. There’s ninety five percent of them that are incredible. The same thing with sales. There are few bad people out there that are saying things that they shouldn’t be saying. But a majority of salespeople, if I call you up and it’s funny, I’ve called clients up before and I’m like, OK, I can’t help you. One of the first clients that I ever worked with when I was selling classified advertising that just dated me showed me how old I when newspapers were all having classified advertising and I was selling a legal directory and I called this lawyer up and I was really excited about it and, you know, got him excited about our demographics and everything.

Rob Bedell: [00:21:56] Oh, OK. And it’s like, So what type of business or lawyer are you? And he goes, Well, I do business business transactions. I was like, Oh, I was like, Well, then this isn’t going to work for you. It’s like, What do you mean? I said, Well, this is more for DUI criminal divorce lawyers. I don’t. We don’t do a lot of business. Mean, we’re not a business journal. And he’s like, So you’re not going to take my money. I say, I’m a sales guy. I’ll take your money, but I’ll tell you, this isn’t going to work for you, right? You know, any lawyers that are like that give me a call. And later that week, I had three lawyers call me up, sign up. They didn’t even question me. One of them became my biggest advertiser because I was willing to sit there and talk to us later and say, Oh, you know something, this isn’t for you. And, you know, basically he referred a lot of business my way, so that’s really what salespeople are. Does this work? Will this work for you or whether it’s not right?

Lee Kantor: [00:22:39] It goes back to your original value proposition? Part of the conversation is my value is I want to be a trusted adviser, whether it’s selling you what I have or not. I mean, I want you to think of me as somebody you can trust to help you achieve your goals. And that’s that’s your business. It’s not, you know, whatever it is, the, you know, activity you’re selling.

Rob Bedell: [00:23:02] Exactly.

Lee Kantor: [00:23:03] So now, if somebody wanted to learn more about the sales, book about your practice, what is the website to learn more?

Rob Bedell: [00:23:12] You know, my website, which is WW Dot Info Number for your business or probably the easier way to get me is on LinkedIn. Just look for Rob or OBE Adele. Bed in bed, L-l on LinkedIn. I pop up really fast there and I’m on there daily.

Lee Kantor: [00:23:32] So well, Rob, thank you so much for sharing your story today. You’re doing important work and we appreciate you.

Rob Bedell: [00:23:38] Well, I appreciate you having me on.

Lee Kantor: [00:23:40] All right, this ad Lee Kantor will sail next time on Coach the Coach radio.

Tagged With: Bedell Enterprises, Rob Bedell

Joel William Philhours FocalPoint Business Coaching

September 3, 2021 by Jacob Lapera

JoelWilliamPhilhours
Coach The Coach
Joel William Philhours FocalPoint Business Coaching
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Joel W. Philhours is a Certified Business Coach, Certified Executive Coach and Trainer at FocalPoint Business Coaching. Including his time in the Corporate World, he has 40+ years of experience in Accounting, Finance, Operations, and Coaching. He hold an active CPA license, an MBA in Strategic Planning, and he is a “Bonafide Simplificator”.

He coached and trained countless professionals and business owners over the years to clarify goals, make plans, execute and adapt – all in a quest to achieve the goals & dreams they only ever hoped might be possible someday.

Prior to joining FocalPoint, he served in Chief Financial Officer, Chief Administrative Officer, and Senior Operational Leadership Roles for domestic and international companies in the Logistics, Construction, Manufacturing, Healthcare, Pharmaceutical, and Consumer Product industries.

Connect with Joel on LinkedIn.

What You’ll Learn in This Episode

  • About business coaching
  • How Joel got where he is today
  • What FocalPont has to offer that other coaches don’t have
  • The best coaching advice Joel has ever received

This transcript is machine transcribed by Sonix 

TRANSCRIPT

Intro: [00:00:02] Broadcasting live from the Business RadioX Studios in Atlanta, Georgia. It’s time for Coach the Coach radio brought to you by the Business RadioX Ambassador Program, the no cost business development strategy for coaches who want to spend more time serving local business clients and less time selling them. Go to brxambassador.com To learn more. Now here’s your host.

Lee Kantor: [00:00:33] Lee Kantor here, another episode of Coach the Coach Radio, and this is going to be a fun one. Today we have with us, Joel Philhours with focal point business coaching of the Mid South. Welcome, Joel.

Joel Philhours: [00:00:45] Hey Lee, it’s great to be with you, buddy. How are you doing?

Lee Kantor: [00:00:48] I am doing well. I’m excited to learn what you’re up to. Tell us about your practice. How are you serving, folks?

Joel Philhours: [00:00:54] I serve folks using some 40+ years of corporate experience. Had an accounting background, passed the CPA exam when I got an MBA, moved up through the Finance Organization of Companies International as big as 60 billion and family businesses as small as 75 million in revenue. But recently I I got involved in business coaching. I retired from the corporate world, really looked around to see what I enjoyed most of those 40 plus years of working for others and decided I wanted to be a coach. And what I do as a coach is I help people solve their problems. I help them reach their goals, teach them all about business, all about the softer side of managing people communication, just the whole gambit of just trying to make things smooth and where they can get their life back if they’re working too many hours.

Lee Kantor: [00:01:59] So now when you’re making that transition from being kind of a practitioner of business to coaching people about business coaching to me seems more like asking questions and helping the person kind of self discover the path where a lot of people before they start coaching are doing some of the actual work, they’re doing more. What would be considered, maybe consulting where they’re kind of rolling up their sleeves and and digging in there and doing some of the work themselves? How was that transition for you from being a person that does a lot of work to somebody who is now showing other people, you know, kind of how to fish?

Joel Philhours: [00:02:36] Yeah, that’s a real good point. And that is one of the the biggest changes that I had to make. As a matter of fact, I had breakfast, excuse me, with my son in law this morning. He owns two or three businesses, and I even made that comment to him being a problem solver and then becoming a a coach, meaning I’m trying to get them to learn how to solve problems. It’s really tough for me to bite my tongue, to not just say, No, that’s not going to work. Let’s do this kind of thing. So that that’s kind of a behavioral change that we as coaches need to make. But the the value of us being in their shoes as someone who performed the various tasks of a business or that, you know, making strategic decisions like a business owner would do is we’ve been in that role. It’s like in sports, if if you have a coach or a manager, that was a baseball player, chances are he understands the game pretty well. From an application standpoint, what that manager has to do is become more of a person that develops others into being good ballplayers, into understanding the game. So that’s what I do. I’m in a position to try to herd this person, allowing them to make the decisions to come up with the ideas, but keep them from falling off the cliff. We’re not going to let somebody do something silly. We may allow certain things to happen as a means of trying out, so to speak, a new way. But we’re there to wear the safety net. We’re there to develop and and teach.

Lee Kantor: [00:04:27] So now you mentioned in your career you’re you were working with fairly large enterprises as your work with your clients. Are they all at that same level or are you working with kind of smaller entities now,

Joel Philhours: [00:04:41] Smaller entities now? It’s it’s funny from the standpoint of business processes, accounting processes, the culture, the motivation and such. It’s the same, really, between a smaller organization and a a sixty some odd billion dollar company that has operations all over the world. The numbers are certainly smaller, both in dollars and in transactions. If you’re a part of a smaller community, you don’t have the cultural challenges that a big company has. But the business challenges are amazingly similar. You may serve a different group of stakeholders. Privately owned business is not going to have necessarily a board or stockholders or what have you. But the day to day, month to month, year to year type of challenges are going to be very similar between a small business and a very large business.

Lee Kantor: [00:05:44] But don’t you find that kind of the mindset of a person running a small business versus maybe somebody that’s a leader in a larger business? The stakes are higher for the small business because the business is reliant on them like they. They can’t afford big mistakes where if you’re a cog in the machine of a larger entity, you might get fired or it may not work out for you may not get promoted, but the company is typically not going under because of a mistake.

Joel Philhours: [00:06:11] You know, that’s a good point. Or the risks or the cost of an error, the cost of a mistake can be devastating. And that is one of the things that we try to coach into a small business owner is to make sure that he or she doesn’t do everything, doesn’t make every decision that they have others in the organization that are smart, that that have had experience and have been exposed to the various principles that we coach. It’s great to have someone in the organization that you can run ideas by. You know, I look back over my career and there seem to be always someone that I worked with on my team that I trusted, that I knew I could go to and and discuss an idea. You know, sometimes they would provide me the last 15 percent of something, or we would create synergy and come up with even better ideas. So though the the decisions and ideas that a smaller business may come together, I think that risk gets mitigated by having others that can help. People that you trust, people that are competent, getting the right people in there and getting the experience that you need to help create synergies even in a small company.

Lee Kantor: [00:07:41] Now you make a great point in a lot of folks. For a lot of folks, coaching business coaching is a new thing, but it’s been going around, being been around maybe and not called coaching. But like you said, maybe it’s called advice or mentoring or some other name and a more informal manner. But now that coaching is becoming more accepted kind of practice and less of a nice to have and more of a must have for leaders, especially, are you seeing that that’s being the case and that folks are becoming more open to the concept even, you know, even at the enterprise level? Previously, only a handful of people typically had access to a business coach. Maybe it was the highest level leader, or maybe it was something in, you know, you were trying to fix a problem. So you were saying, Hey, you need a coach to solve this, but now are you seeing it permeate kind of deeper into the business?

Joel Philhours: [00:08:39] Well, I am seeing people better understand what a business coach is, though there there are still a lot of folks that think that business coaching and business consulting are the same thing. And I, after I retired last fall from the corporate world, I really didn’t know what it was going to do and and I always thought that I might do consulting. And that’s when I taught myself just from doing research about coaching. And I thought, that’s what I enjoy doing more so than consulting, I think, in the early part of the show. You would mention something about, you know, consulting is doing the work and that that is exactly correct. I wasn’t didn’t really want to be just a contract controller or a contract CFO. I wanted to coach people at all levels. And if you don’t mind, I just have a two or three quick examples of the difference between coaching and consulting. Sure, go ahead. A coach works on improving you, the client where a consultant works directly on your business. They come in and do a specific subject matter, expert activity.

Joel Philhours: [00:09:58] You pay them a lot of money and they’re gone. They’re not around. You probably didn’t hang out with them. You didn’t learn much. Coaching develops clarity for long term needs of the business, where a consultant provides expertize for the short term needs put in this new ERP system document and improve my standard operating procedures. Short term needs. Coaching develops vision and leadership skills. Consulting provides temporary gap filling. Specialized support in the last example here is with coaching, you learn to become more capable and with consulting you watch. You watch them do what they do. You remain dependent and you call the consultant again and again and again. So when it when a coach leaves, you get to keep what you learn. When a consultant leaves, you probably weren’t around to learn a whole bunch. And so again, that’s why you call them back. It’s like when the air conditioning guy comes out, fixes the air conditioner. He leaves, it breaks again. You got to call him again. If if you had HVAC coaches leave, we could do our own air conditioning repair.

Lee Kantor: [00:11:13] And then and and the solution, it might be different for different folks. I mean, some people have more time than money. Some people have more money than time, and sometimes they want help and sometimes they want to help or like everybody, has different needs at different times. But definitely a coach is something that’s more holistic and more systemic where you’re trying to fix kind of the broader macro of the company and not, you know, a specific fire that’s burning, right that second.

Joel Philhours: [00:11:42] That’s right. That’s for the immediate in the short term and long term, it comes into play. If someone a business owner could be a partnership, it doesn’t have to be just a single person. But if someone wanted me to come in and coach them, let’s say they’ve got an engineering, background, sales, marketing or whatever, but really no end in business understanding if I were to come in and do a complete end to end business coaching program. It would consist of five modules and in some 72 different sessions, so it’s about an 18 month process. If they were to do all the modules and all of the sessions, they may feel that they’re good leaders. Ok, that’s one of the five modules and there’s 13 or so sessions, so it can be designed specifically to what that client feels their needs are. What we see a lot of times is somebody will say, Well, I don’t want all five modules, I need these three, but then they see that there’s gaps in in what they understand and they’ll come back and say, Let’s do those other two modules. If it’s an executive coaching situation, that might be where the HR folks think that that Lee Kantor is a great candidate to become the CEO someday. And they would hire me as an executive coach and I would make sure that you’re ready when the time comes. I’m actually working on a succession plan like that with a client with the outgoing leader of the company of the corporation. Just between he and I said, Hey, I’m going to retire maybe three or five years, how can I make sure my four top people are ready? And then I was able to do behavioral assessments and then design executive coaching to make sure all four of these people were ready, you know, prepared. Who knows what’s going to happen in three or four years, right? So we made sure that we’ve got these four people ready to step in when the time comes.

Lee Kantor: [00:13:56] Now in your work, when you were making the transition from corporate to coaching, you decided to partner with focal point coaching. Can you talk about how that decision came about? Because obviously you have the knowledge about business from having a career for so long in a variety of businesses doing a variety of things? Why was it important to you to partner with a focal point that has a methodology that has a structure? Was that kind of the key reason that you decided to work with focal point?

Joel Philhours: [00:14:30] That’s exactly right. The some of the things that I knew I was not competent in and that was the whole marketing and sales side of the business. You know, I grew up in the corporate world. You know, first of all, us accountants, you know, we’re not known for being the the the most social people on the planet. I have been received some accolades from old friends saying, I can’t believe that you’re a CPA. We didn’t even know you could count or read, you know. But I do try to have a little bit better, a little higher level of personality than most of us. But we are pretty much we’re working in a in a trade and a field with a lot of rules. A lot of structured and such. And then as I moved more into the finance side again, we’re still dealing with a lot of numbers now. We’re forecasting and budgeting and helping make business decisions. But I’m not a marketeer. I don’t know how to create brands. I don’t know how to structure things that have been proven effective with with focal point. We’ve got Brian Tracy is kind of our overall overall mentor. He’s been a positive speaking, motivating kind of guy for since the 90s and the 2000s. He’s he’s pretty much our brand, and he put together a lot of these effective program sessions that I’ve been referring to. And they’re laid out well, they’re proven. We’ve got some 200, I want to say, 230 coaches around the world. Some are new like me. Others have been doing it for 25 and 30 years. We’ve got a tremendous network to rely on, and if we don’t know something for a client, we’ve got access to all of these different people. It’s, you know, they teach us how to make the Big Mac and they teach us how to get the fries crispy, golden brown and and therefore, you know, we are consistent in in what we deliver. But at the same time, we can throw in our own flair based on what our experiences are now.

Lee Kantor: [00:16:53] Can you talk a little bit about when you’re working with a client? What is that first conversation look like, what you know, what are the is there a typical kind of pain point that they’re having? Is there some symptoms that a business owner right now that’s listening could recognize and say, Hey, you know what? That’s happening to me? Maybe I should consider contacting a coach.

Joel Philhours: [00:17:16] Great question, I appreciate it. It’s a matter of fact, it is certainly we are listening for things that are causing pain, and generally it’s along the lines of, Hey, I started this business five years ago. I had worked for the man for a long time, and I kind of wanted the freedom of being my own boss. So they start this business, it’s going well, they’re growing it and such. But my goodness, they’re still working 50 80 hours a week, and they’re their families don’t know them. They have to wear name tags every day when they come home just so that the kids know, know who dad is kind of thing. So if people are talking about, my goodness, I’m just, I’m getting killed here, I’m doing everything. Um, I’m working too many hours, that’s the key, because I know as a father and a husband back in my corporate days, yeah, I would disappear. There was a time when I was working for a pharmaceutical company. Get on a plane here in Memphis, Tennessee, fly to New York and then come home on Fridays. And I did that for months at a time. Another company, I was literally traveling around the world and stuff, so I know what it’s like to work these these hours and you lose connection with family. It’s bad. So somebody, you know, feels that they’re working too many hours. I can help them through that. Another thing would be they’re growing like crazy, and their cash flow still sucks that a lot of businesses go out of business when they’re growing, because if we’re selling a good, we’ve got to invest in the components.

Joel Philhours: [00:18:54] We’ve got to invest in labor, we build it and then we sell it. So our cash cycle might be 90 days or even longer. A lot of people don’t quite understand that when they go into it and, you know, to be growing and then be upside down on cash flow, that’s got to be pretty, pretty scary if you don’t really understand what’s causing it and how to get out of that. Another thing would be can’t hire right the right people. I can’t keep people. I’m tired of doing everything. Well, if you’re doing everything, it’s because you’re choosing to do everything. You can get your people up to speed. Think about it. The owner probably, you know, has these dreams and hopes to be making two hundred dollars an hour, right? But if he she’s down there receiving goods in the back door and shipping goods, you know, at the shipping dock. There are two hundred dollars an hour is going to an activity that they could probably pay someone 20 dollars to do. Looking at business that way, we’ve got tremendous amount of tools to make the point of saying you’ve got to change and you’ve got to let other people participate in this business that you’re dealing with or you’re going to die now.

Lee Kantor: [00:20:10] Now in your work, has there been a moment where you’ve had kind of a moment where you’re like, You know what, this is exactly? This fits me perfectly. This was the right decision to go down this path. Have you made a change in a company where you’ve seen all your previous work in your new work kind of come together and say, Yeah, this is what I should be doing now?

Joel Philhours: [00:20:34] Absolutely. Absolutely. I get a I get a buzz off of the wow that that seems so simple. Why didn’t I see that? You know, it’s a forest or tree thing. You know, when you’re when you’re putting out fires, it’s really hard to start thinking about fire prevention. And and it’s it’s one of those things of you’ve got to get somebody, you know, to slow down, just stop right where you are. Take the deep breath that whole thing. And let’s break this thing down. Let’s clarify all of the activities that are going on. And if you if you stop and looking at stop and start looking at everything from a process standpoint, identify the root cause of all of the problems you’re having stopped fixing, go on down the process, fix it, improve it. Automated train people invest the time to make the madness go away. And I’ve got many experiences of where. We take people out of the process and we automated. Financial systems used to be, you know, millions and millions of dollars. Now there are softwares out there for they’re still not free, but they can certainly standardize processes. One thing about computers and software, it shows up pretty much every day. It doesn’t, you know, have four weeks vacation, doesn’t get sick, doesn’t have to wear a mask, you know the whole thing. And automation is is a great tool, and I’ve been able to help people automate things saving, you know, head count or, you know, being able to put someone in a in another role to where they can add more value, something that they enjoy more as well. So it really is stopping in in looking at everything and then working your way through again, the different modules to where we learn how to, you know, make more sales, find more prospects and gets more leads and etc. It’s all it’s pretty much a game of numbers, even even when they’re not dollars.

Lee Kantor: [00:22:52] Now, do you have a specific niche that you serve or is it kind of industry agnostic?

Joel Philhours: [00:22:59] I really enjoy manufacturing and distribution because I’m a simple thinking guy and I like to, you know, I like to draw on the board. I like to have a sample or a tool in my hands and manufacturing. If you’re curious about the cost, if you manufacture, I have a pen in my hand. If I’m manufacturing this pen and I’m trying to figure out why my costs are so high. Everything is in my hand, right? I mean, I see it. It’s right there in front of me. It’s not. It’s not a theoretical discussion on on the way services are provided, right? I mean, it’s you can look at that and you can figure out where the labor is killing you on putting this pen together. You can go to your purchasing guys and figure out what supplier is is killing us on components of the finished good. Same thing with with distribution. Very simple concept here, but you receive boxes, you put boxes away and then later on someone says, I need those boxes and you ship them well, you can stand there and look at that. You can figure out that, you know, my my fastest turning products are the furthest away from the shipping dock. Well, that doesn’t make sense. That’s time to go. Get it, time to bring it to the dock. All of these things from just visualization and some common sense, can help a business be more productive and and have its costs lowered it. It’s really a simple thing if you know what you’re doing anything simple. If you’ve experienced it, I guess.

Lee Kantor: [00:24:41] Now, before we wrap, do you have any piece of advice that you would like to share regarding kind of coaching or maybe some coaching that you’ve experienced in the past?

Joel Philhours: [00:24:52] Yeah, I do, and I appreciate that question. It’s OK to ask for help. It’s OK for an expert in one field to seek advice and and be it tutelage, you know, be it coaching, training, whatever you want to call it, mentoring, just someone to talk to. It’s OK for an expert to hire an expert. One thing that I totally enjoyed throughout my career working with companies that manufactured, for example, is I love to talk to the engineers that were designing things. I work for a company that that model that manufactured automotive and industrial parts. And these were things that are in your car. Or it could be anything that’s in a medical device or even a simple fan that just spins right? But I love to deal with the engineers that were designing things that were smaller yet stronger miles per gallon is a big thing on the car. If you can make a powerful electric motor to raise and lower windows, that never breaks, but it’s light and small. You’re going to do business because every all the manufacturers need that technology. I just enjoyed spending time with the quality people and the sales and marketing people throughout my career. I six years into my career is when I realized I didn’t want to just do accounting entries, reconciliations and reporting, I wanted to learn business. That’s when I got the MBA, and that’s when I started working collectively and having relationships with the different functions. I became bilingual trilingual whatever you want to call it, I understood the end to end things made me a much better finance guy. And that’s what I try to get. The business owners or anybody that I’m coaching with is to understand the end to end and be able to think in the end.

Lee Kantor: [00:26:54] Well, Joel, thank you so much for sharing your story today. If somebody wants to learn more, have a more substantive conversation with you or somebody on your team. What is the website?

Joel Philhours: [00:27:04] My website is just my name. It’s Joelle P.H., i l h o u IRS dot focal point coaching dot com that’ll get you to my to my website.

Lee Kantor: [00:27:20] Well, thank you again, Joel, for sharing your story. You’re doing important work and we appreciate you.

Joel Philhours: [00:27:25] Thank you very much, Leigh. I appreciate your time and the opportunity just to just to chat it up a little bit.

Lee Kantor: [00:27:32] All right, this is Lee Kantor. We’ll see, y’all next time on Coach the Coach radio.

Tagged With: FocalPoint Business Coaching, Joel William Philhours

Doug Ramsthel With Burnham Benefits

September 2, 2021 by Jacob Lapera

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Doug Ramsthel With Burnham Benefits
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BurnhamDougRamsthel-scaledDoug Ramsthel is a Partner at Burnham Benefits, a Baldwin Risk Partners Company, one of the top 50 employee benefit consulting firms in the United States. He consults employers across the US on their benefits plan strategy, design, funding, and communication.

With health insurance being the major cost for most employers, he has been successful in helping employers creatively reduce costs while not compromising the quality of benefits offered to employees. He is a recognized specialist in self-funding, consumer-driven healthcare, underwriting, and financial analysis.

Within Burnham, Doug not only helps provide firm leadership, but he is also the industry lead for Hospitality and Healthcare and is also a co-founder of 360 Rx Solutions a company dedicated to providing PBM transparency and value for self-funded employers.

What You’ll Learn In This Episode

  • The impact of pandemic on employee benefits
  • The most important thing companies should be doing this year in terms of their employee benefit packages
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