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

August 4, 2025 by Jacob Lapera

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

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

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

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

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

Connect with Nicky on LinkedIn.

What You’ll Learn in This Episode

  • eCircle Academy

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

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

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

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

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

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

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

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

Lee Kantor: Li yes.

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

Lee Kantor: Sure.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

July 29, 2025 by Jacob Lapera

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

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

Connect with John on LinkedIn.

What You’ll Learn In This Episode

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

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

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

Lee Kantor: Lee Kantor here, another episode of Atlanta Business Radio. And this is going to be a good one. But before we get started, it’s important to recognize our sponsor, CSU’s executive MBA program. Without them, we couldn’t be sharing these important stories. Today on the show, we have John Shuman, who is the president and CEO of Shuman Farms. Welcome.

John Shuman: Thank you. Good to be here.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Tagged With: Shuman Farms

Transforming Challenges into Opportunities: Leadership Development in Today’s Workplace

July 29, 2025 by Jacob Lapera

High Velocity Radio
High Velocity Radio
Transforming Challenges into Opportunities: Leadership Development in Today’s Workplace
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In this episode of High Velocity Radio, Lee Kantor is joined by Daphne Valcin, CEO of Valcin Strategic Solutions. Daphne shares her journey from public relations and education to entrepreneurship, and discusses her work coaching high-potential leaders to increase their influence. She offers insights on leadership development, career advancement, and building strong teams, emphasizing the importance of clarity, alignment, and self-promotion. The conversation also covers work-life balance, the value of volunteer leadership, and practical strategies for professional growth, making this episode a valuable resource for aspiring leaders and professionals.

Daphne Valcin, is a certified coach, speaker, and trainer focusing on career advancement and business growth who has been featured in Forbes.com and Voyage Magazine. She has coached over 400 clients across 20 states and 4 countries since 2014.

Her clients have represented Fortune 50 and Fortune 500 companies including UnitedHealthcare, Lockheed Martin Corporation, UPS, and JPMorgan Chase & Co. and social change organizations including Higher Achievement, Boys & Girls Clubs of America, and KIPP Public Charter Schools.

Her clients have landed dream roles, enhanced strategic relationships, increased productivity, and have had salary increases as high as 20%, 40%, and 105%.

Connect with Daphne on LinkedIn, Facebook and Twitter.

What You’ll Learn in This Episode

  • Productivity hacks for transformation and balance in her life, work, and business
  • Top 3 strategies leaders can do to optimize their time

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

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

Lee Kantor: Lee Kantor hear another episode of High Velocity Radio and this is going to be a good one. Today on the show, we have Daphne Valcin and she is the CEO of Valcin Strategic Solutions. Welcome.

Daphne Valcin: Hey. Glad to be here.

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

Daphne Valcin: Sure. So we are a boutique strategic consulting firm that helps leaders, especially high potential leaders, to increase their influence and their impact up, down and across their organizations, especially when it comes to communications, confidence, conflict, and connection.

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

Daphne Valcin: Great question. My undergraduate degree was in public relations. My master’s is in education. So what I realized throughout the years was the through line of the work that I did was tapping into the potential of people and their ideas. I’ve always been really creative. So I was a child doing paper mache for fun at home and writing stories and writing songs. And the way that that translated as I got older was I was the person who was the problem solver, who led a lot of different initiatives, whether in the community or even in undergrad. Um, and so in 2014, 2013, actually, I met my husband, I was about to get my MBA, and I wanted to work at a consulting firm. I already knew which one. And when I met my husband, my plans changed and I decided to do something different that I thought would grow really well with a family and that was coaching. So I launched my business in 2014, and since then have added training assessments in addition to the training in addition to the coaching, and that we do as well.

Lee Kantor: So do you like being an entrepreneur more than you like kind of working in a larger organization?

Daphne Valcin: I would say yes. And what I realized was a lot of the jobs that I had before, this allowed me to be very flexible and free in the way that I did things. For example, when I was the director of Community mobilization for an organization, we were work from home. My boss didn’t think that we needed offices, and that was in 2008. So way before that was a cool thing, he said. As long as we got the work done, we would go meet in the office once every two weeks. And so I feel like I’ve been entrepreneurial in organizations. I’ve been doing entrepreneurial things within organizations. I didn’t think I would be an entrepreneur, but now that I am, I really do enjoy the flexibility, the creativity that it takes to be an entrepreneur.

Lee Kantor: Now on the clients you work with now, do they have is there any kind of thread that ties them all together, or is it? Certain industries or certain types of businesses?

Daphne Valcin: So with the I have about 21 on one clients on average. I’ve had 400 since I started my business, over 400. And then I have around 2 or 3 speaking engagements or trainings per month. I’ve had over 200 of those since I started in 2014. When it comes to the sectors, they’re everywhere. Oil and gas, health care, education, marketing, advertising, all those things. But when it comes to the one on one client specifically, I do feel like people who are attracted to my organization have a heart for social impact, even if they work at a fortune 500 company has. That’s not really you wouldn’t put it. You wouldn’t label it as a nonprofit or social change organization. I noticed that the people who come to me individually have a heart for social change, and that could be because of my own background and also having a heart for social change.

Lee Kantor: So what is kind of the problem they’re having right before they call you. Are they kind of stuck or are they frustrated? Like what is happening in their world where they’re like, you know what, I need some fresh eyes on this. I need some help.

Daphne Valcin: Yes. So with the one on one coaching clients, I have a framework that I created to answer this question called the case framework. So usually people are looking for the C clarity when it comes to what’s next for how they’re approaching a role that they’re in, or what’s next for them within an organization or even externally that A is alignment. So maybe someone knows what they need to do. Maybe they’re like, man, I really need to increase my confidence, um, as a senior leader within my organization. But something’s just not clicking for me. It’s not happening and I’m not sure why. So that’s the alignment. The S is for strategy. So maybe they’re like, I know what I need to do, I want to do it, but I have no idea where to start. And I don’t know how to continue, uh, progress. And the thing that I’m trying to do, um, and then the E is for execution Or I’d like to also call it executive routines. So what are you doing on a regular basis in order to make sure that you’re continuously implementing those things that are most important for whatever it is that you’re trying to do. So that case framework applies. And then when it comes to organizations, sometimes they’re seeing that there are high potential leaders, but they don’t have the capacity to be able to hone their leadership development skills. Sometimes they’re seeing that the organization is not being as productive as they can and reaching their objectives, and are not really sure. Maybe they realize that their employees and leaders could benefit from understanding each other’s personality, styles, and working styles in order to work more effectively. So those are some of the things that I tend to see as reasons why people come and utilize my services.

Lee Kantor: When you’re working with individuals. Is it ever a case where maybe they didn’t get a promotion, or they’re at a level they think they should either move on or they’re having difficulty kind of moving up? And you help them with strategies to kind of get to those new levels.

Daphne Valcin: Yes. So my clients, um, and internally within their organizations and externally have had salary increases as high as 20%, 65%, 85%, 100%, and even as high as 105%. And that was someone who, internally within their organization, um, was able to move up multiple bands. So when I say bands, I mean that person could have just moved up one leadership level, right? Or two. But in that case, they moved up five different levels up in leadership and and specifically just the listeners get, you know, get some some juicy things from here, from from our conversation today, they were able to do that through strategically networking internally within the organization with individuals who are at higher levels. And us thinking about what do you say in order to really form a connection with someone, where they understand who you are and what you can bring to the table? So when opportunities come that they look at you as a prospective candidate.

Lee Kantor: And I think this is an area in coaching that a lot of people don’t either understand they’re not aware of, or they don’t appreciate how to navigate an organization is a skill. And you you can’t just hope for it to happen. You have to be proactive and really kind of design the path for yourself and execute some things along the way. And I would think that somebody like you or a coach with kind of fresh eyes on it, can really help a person, uh, you know, change the trajectory of their career.

Daphne Valcin: I agree, and I wish we would have learned that in college. So so one of my clients, um, when I worked with I worked with MIT and their college of business, and, um, one of the, the, the people who was in that presentation shared that there’s now a class at MIT in the School of Business about how to navigate power dynamics in the workplace. I had no idea how to do that, so I graduated. I was most likely to succeed, um, when I was in high school and then in college, I spoke at my college graduation. I had a 5.15 GPA graduating from high school, and I realized when I graduated from college, I had no idea how to navigate workplace politics. Zero idea. I thought everyone was just going to be nice, um, and promote me when I did good work and pay me what was, you know, it would be great for me to be paid. Um, but I had no idea that you had to really be strategic around your relationships or even just understanding the culture of your workplace and how you fit in that culture.

Lee Kantor: So is there any advice or tips you can share for listeners, like if they want? Is there some easy, low hanging fruit things they can be doing? Because a lot of times, sometimes it just comes down to just do the thing. Whatever the thing is, just do the thing relentlessly, and then you’re going to be kind of seen, heard, appreciated and get to those new levels. But a lot of people don’t want to do the thing.

Daphne Valcin: Yeah. That’s true. Um, I think there are so many different things, but I’ll share this, um, nugget that I’ve been sharing on some of the interviews I’ve been doing lately. And it is know what your essential three are. I call it your essential three. So your three words, what are three specific words that describe who you want to exude at all times in your networking, and you’re connecting to different individuals. Think about who you are at your best. For example, for me it’s inspiring. Energized. Um, and a guide. So like a mentor being resourceful, I know that I’m at my best when I’m coming off that way. Right. And so for what you said, we’re doing the thing. One of my core values is excellence. So in every position that I had a number of them, I got promoted. And then I would say all of them, I had some high level of respect by at least some of my peers or managers, because excellence is important to me. Right. So I want you to think, if think, if you’re listening to this, what are those three words that embody who you are that you want to exude at all times, and then making sure you’re aligned with that? The second part of your essential three are knowing your three wins. So what are some of your three biggest achievements maybe currently this week? What’s happening that are three of your biggest achievements overall in your work? What are those three biggest achievements? And the way this shows up is if you’re having a conversation with a mentor, with a colleague who maybe is a decision maker and they say, well, how are things going? Instead of you saying, oh, busy as usual.

Daphne Valcin: If it is a mentor or someone who can provide you with an opportunity, you can say, hey, well, Lisa, we just finished closing out our Q3 objectives review and I’m so excited that I really I surpassed metrics. Um, and by 20% when it comes to the sales that we closed in this quarter. So things are busy, but they’re good busy. And I’m so excited that they are so, so basically, knowing those wins allows you to integrate them more into conversations and be intentional before you walk into somebody’s office about what are some things that they should know about your work, right? So they can say your names, your name and the rooms, uh, that you want them to say your name in. And then the last thing is knowing your three goals. So what are the goals that you have? And this could be in general in your work, in your professional life. Um, what are your three goals you have right now? Because maybe you need to be sharing those goals with the right people who you can trust, who can help you to attain those goals. Or maybe that means that it allows you to prioritize better. So it’s your essential three. Three words. Three wins and three goals.

Lee Kantor: Yeah. And you can’t assume that people know what you’ve done or are doing. You have to kind of be your own promoter and remind people of what you’ve been doing.

Daphne Valcin: It is so important. It can really open up doors to to really great opportunities.

Lee Kantor: Yeah, I think a lot of people just either they think it’s too kind of self-promotion or something, where it’s in their best interest to remind people of what you’ve done, because don’t assume they know what you’ve done.

Daphne Valcin: Yes. And if you’re someone who’s like, well, I don’t want anything from anybody, I just want to give. I just want to be the best I can be. That’s great. And if you can share your wins even with your mentees. So with colleagues, um, who you don’t even know that they might be looking up to you, that might also inspire them to be able to do great work or inspire them to be better, um, or help them to be able to tell you where they can help you as well. So it’s not just about you trying to get something from someone. It’s also about the way that you give and you serve by telling your story.

Lee Kantor: Yeah, I think a lot of people don’t do that enough. I mean, is there any other kind of mistakes you see kind of leaders making when it comes to kind of their career growth or what it could be based instead of what it is.

Daphne Valcin: Yeah, I think fear comes in a lot, and that it doesn’t matter if someone is a first time manager or a C-suite executive. I’ve worked with individuals throughout that whole, um, journey. Uh, and I see that people can be very afraid of taking the next step towards whatever it is that they desire. More of the next step could mean, I want to speak up more at my meetings. Right. And so people could be afraid of that. Or the next step could be, I really want this higher level position within my organization. Or even you’re a senior VP and you want a C-suite role, um, being able to take the next steps to be able to make that happen, even as there’s uncertainty and different things going on in organizations, doing it with the right timing, but not being afraid of going for it. I think of something that I see show up at all levels with individuals that I’m serving.

Lee Kantor: Now as your kind of entrepreneurial venture grew over the years. How did you kind of assemble the team that you have now? Like, how do you find these kind of a players in order to build, uh, kind of the organization out the way you’ve done?

Daphne Valcin: Yes, I love a players. And part of why I love a players is because they’re just so much easier to work with. Um, so here’s what I, here’s what I, what I’ve done and what I’ve also advised others to do. I observe people before I even invite them to be a part of my team. I am in associations with them. I am in meetings with them. I maybe have interacted with them, uh, in different other activities that I’ve done, different initiatives. And I observe what is their response? Responsiveness? What are what are they saying that people say about their work? Uh, maybe I’ve had the opportunity to work with them. Are they producing an excellence on an ongoing fashion? If there’s someone who’s new, That’s in my space. I’ve been able to do trial runs to say, hey, let’s have a conversation about you possibly supporting me. Let’s work on one project together and see how things go. And then let’s come back together after that project to discuss if it’s a good fit for both of us. Um, but a lot of the the the reason why I have a team I have today is from its years of observing how people are acting within. It could be a Facebook group, mutual training program, just different places. Because for me, it’s important that anybody on my team, um, is exuding excellence and serving clients well and that I don’t have to be, you know, let’s say, recording all of their calls and listening to all those calls in order to make sure that people are serving individuals. Well, when it comes to coaching, or I don’t have to be in the room if they’re facilitating the training, um, to know that that training is going well. So, um, so observing and then also giving people a trial run, I think those are kind of my top two methods of making sure I have a great team.

Lee Kantor: Yeah, and I think that’s great advice for young people listening is that join those associations, take leadership roles, demonstrate what you can do because you don’t know who’s watching.

Daphne Valcin: Yeah, exactly. And I think of even radio. So when I was in undergrad, I met this gentleman. I was on a campaign, so I was working a campaign for a county court judge. Even I was an undergrad, and I was just being myself and trying to do things in excellence. And I got an internship at a record company, um, that would allow me to contribute to, um, just checking out new artists. Um, and I think they had a radio station, too, and they were managing new artists. It was really cool, but it was being in the room doing something I wasn’t even getting paid for. Right. Working on this campaign to contribute my skills and public relations, doing a good job and then getting in front of an opportunity that I had no idea that I would have at that time.

Lee Kantor: Right? But there are so many young people, especially, that are like, I’m not going to join that or volunteer. You know, I got enough. You know, they don’t see the opportunity because there’s not a lot of places a young person has to demonstrate leadership. And those kind of groups are those places.

Daphne Valcin: I’m with you on that, I agree now.

Lee Kantor: Um, do you do you find that the leadership today, they have a difficult time kind of, uh, creating that harmony between their personal life, their professional life. Like, it seems like the the lines are blurred with everything, especially with all the remote work where it’s hard to kind of say, okay, this is my time, where I’m going to recharge here, I’m going to go to, I’m going to work out, I’m going to go to the gym. And, you know, everything kind of bleeds together. Do you have any does that happen in the clients that you’re working with?

Daphne Valcin: That definitely happens. I think of the generation before my parents generation when cell phones weren’t as accessible. They couldn’t even take their work home if they wanted to. Um, we didn’t have laptops. I was telling my husband about how I used to buy desktops off of, um, off of eBay. So computers off of eBay that you can only plug into the wall. We didn’t have laptops. So with the invention of wonderful technology, um, it’s opened up, uh, just a blurred, uh, blurred line between work and a personal life. And I, as I was getting my first jobs, work life balance, started to be a buzzword, which is really great. I think people realized that they needed it. But then with the pandemic, the lines became very blurred again. Um, as people were working from home and also managing multiple responsibilities within their homes. So what I’m seeing now is I feel like a movement back to work life balance, a movement to finding what fills you up, wept. What gives you purpose? And then as I get older. This this sounds kind of sad, but what I’m seeing is as people are passing away. Um, I just turned 41, right? A few months ago. Um, but as people around me are starting to pass away, or even my age, I’m or older when I’m seeing from my colleagues in my age range, um, is even an understanding that life is short. So we need to exercise, drink our water, keep our stress down, um, and have a little bit more balance. So I’m seeing a trend in that, especially in generations of clients that I have who understand that life is short because I’ve served clients as young as maybe, maybe 25 when it comes to professional development, all the way up to 67. Um, and so I, I noticed that with different generations, it also looks different to.

Lee Kantor: Yeah. And I think it’s important to really kind of make time for yourself because people’s health, it’s for real. I mean, and there are certain things you have to do and that means eat, right? That means exercise. That means sleep enough. Like there’s certain kind of blocking and tackling you have to do in order to be the best you you can be.

Daphne Valcin: Yes, yes. Yeah. It’s essential. And the thing is, it’ll stop you in your tracks, even if you’re the most ambitious, excellent person. And when it comes to your work. Yeah, I know, I know this sounds cliche for a number of people listening, but you have to be able to be healthy to do the work that you’re doing, right? Even if you love, you absolutely love that work. You’re a guru. As an entrepreneur, you have to be able to be present to do the work that you’re doing. Unless everything is on autopilot, um, or you’re an owner, but not an operator, that’s different. But if you’re doing work as a professional, career professional, or an entrepreneur, your health is essential for your wealth.

Lee Kantor: Yeah, I think that, you know, there was a time. I don’t think it is as much as as it used to be. This kind of. They would take pride in not sleeping or they’d take pride in, you know, I didn’t eat it all the day or, uh, you know, I didn’t sleep or I, I fell asleep at the office. Like, those were kind of badges of, you know, look at me. Look at I, you know, look at how hard I’m working. Whereas that’s unsustainable.

Daphne Valcin: It is not sustainable. That was me in my early 20s. I was like, if my boss needed me to meet at 10 p.m., I’m like, I’m there. You got an idea? At 7 p.m., you want me to go do something at a different time on the weekend? I’m good. Um, and then that’s when when I first got my first jobs in the 90s, I believe that was, um. It was also important to be a good multitasker. You were supposed to say that in interviews and on your applications for jobs that I’m really great at multitasking. And now it’s looked at as, no, don’t do that. Just focus on one thing. So. Multitasking team no sleep. When I became an entrepreneur, that was a phrase that was popular. I’m team no sleep hustle all day, all night. Um, but now no, we don’t we don’t do that anymore because I think the health and wellness, um, trends also have grown over the years, and they are in complete opposition of team no sleep.

Lee Kantor: Yeah. I don’t think this younger generation is team no sleep.

Daphne Valcin: They’re not their team. Please give me my boundaries.

Lee Kantor: Exactly. I turned my phone off for you at 6:00.

Daphne Valcin: Exactly. The email is not going to be answering.

Lee Kantor: So, um, for your ideal client, um, is it industry agnostic? Is it so it’s anybody who is kind of, um, on the same page as you. Is that that the best fit for you and your team?

Daphne Valcin: I feel like it’s industry agnostic, although a lot of the clients I have, based on my own background tend to come from, um, more recently I would say. So it’s PR or marketing or advertising or healthcare education. Um, some government folks as well. Or, and I think this is what you were saying, kind of when you talk about like me, they work like they could work in finance, they could work in operations, but they are mission driven, right?

Lee Kantor: Mission driven. Is that the.

Daphne Valcin: Mission driven that is I think that is the through line with if I think of all my clients right now, mission driven, no matter what sector, what role they are, the person who says, I really need to hear my team out more. So I’m going to design a training or develop a professional development for them during our next check in. Do you have any recommendations? They don’t have to do that, but they’re trying to look out for their direct reports and trying to build a rapport and trying to listen to their feedback. So people who are mission driven, um, leaders. Um, those are the individuals that tend to to love working with me most.

Lee Kantor: And is there kind of a like a first project that you normally get with them? Is that like a speaking opportunity? Do you do a workshop? Is there kind of a first kind of thing that people hire you for?

Daphne Valcin: So when it comes to the workshops that I tend to get hired to do most first, it’s a I’m certified in a number of assessments, including the risk assessment, the five behaviors of a cohesive team assessment, um, EC 2.0, a whole bunch of others. But Disc workshops, I tend to be called in to do that, to help teams, to be able to communicate even more effectively with one another and learn each other’s personality styles. I’ve been called in to do the five behaviors of a cohesive team. Workshops to help teams also to be more cohesive, to build trust, to make sure that there’s buying and commitment on teams and then difficult conversations. Trainings are very popular, um, to do for teams along with I would say. Lastly, um, I have this talk called Making Waves. So it’s about how to re-energize, um, your commitment to your work. So how to be even more engaged. And so for some organizations they utilize that talk towards their quarterly objectives. So like we’re trying to hit quarterly objectives. We want to bring you in so that you can help the team work on what do you need to have to do to be, um, how do you need to approach your work in order to be able to meet these objectives? So when it comes to teams, those are usually the first projects with individuals. They’re all different. But that case framework, the clarity alignment strategy or execution tends to be what we work on first.

Lee Kantor: So if somebody wants to learn more, have a more substantive conversation with you or somebody on the team. Is there a website? Is there a best way to connect?

Daphne Valcin: Sure. You can go to my website. Um, the easiest way to get me is just go to Daphne Boston.com and it’ll take you to the awesome strategic solutions. Com. Um, so either way, or you can connect with me on LinkedIn. Um, with my name. Daphne. Allison. Um, and send me a message there. Uh, I think those are probably the best ways to be able to reach me.

Lee Kantor: And Val is spelled Val syn.

Daphne Valcin: Yes. Yep.

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

Daphne Valcin: Thank you so much. It’s been my pleasure. This has been a great interview.

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

Tagged With: Valcin Strategic Solutions.

Reclaiming Joy: The Secret to Thriving in a Chaotic World

July 29, 2025 by Jacob Lapera

High Velocity Radio
High Velocity Radio
Reclaiming Joy: The Secret to Thriving in a Chaotic World
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In this episode of High Velocity Radio, Lee Kantor interviews Heather Vickery, a transformation coach with Vickery and Co. Heather discusses her approach to helping clients lead from “embodied joy” by fostering self-knowledge and self-trust. She explains how she uses Human Design and NLP techniques to overcome limiting beliefs and societal conditioning. The conversation covers the importance of gratitude, mindset shifts, and actionable self-care practices. Heather also shares insights from her podcast and retreats, emphasizing the value of community care alongside personal well-being.

Heather Vickery, a transformational success coach and speaker with Vickery and Co, leverages over 20 years of leadership experience to guide conscious leaders in leading from embodied joy.

She helps clients cultivate genuine self-trust that drives authentic, impactful action. When joy is your set point everything changes—for you and those around you.

She’s the co-host and executive producer of award nominated Was it Chance? The podcast about taking intentional risk for creative success. And best-selling author of F*CK FEARLESS: Making The Brave Leap.

Connect with Heather on LinkedIn.

What You’ll Learn in This Episode

  • What it means to prioritize yourself when you’re a business owner, subconscious reprograming
  • Embodied joy as a set point
  • Subconscious reprograming

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

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

Lee Kantor: Lee Kantor here. Another episode of High Velocity Radio, and this is going to be a good one. Today on the show, we have Heather Vickery and she’s the transformation coach with Vickery and Co. Welcome.

Heather Vickery: Hello. Thank you for having me.

Lee Kantor: Well I am so excited to learn more about what you’re doing. Tell us a little bit about Vickery and Co. How are you serving folks.

Heather Vickery: Thank you so much for asking. So I my daughter says mommy, nobody knows what a transformation coach is, but it really is exactly what it says. I hope people go from where they are to where they want to be. And I mainly do that by helping them learn to lead from embodied joy, by knowing, liking, and trusting themselves. And I use human design as a great resource for that. And then I am a board certified NLP practitioner. So we do subconscious reprograming to rewire all the nonsense that’s been put on people from society in a world that was built for other people, but doesn’t exactly fit you. I believe that we all have the right to to start with joy, to lead with joy, and it changes the way we interact with people. It changes the results that we get and the impact that we’re able to have on the world. So I do it in a lot of different ways, but that’s what we’re doing over at Rinko.

Lee Kantor: Well tell us. Let’s dig into, if you don’t mind a little bit about this embodied joy and human design. How is is that? It sounds like this is about me, and I gotta get. I gotta kind of serve me first before I can serve anybody else. But can you explain what that means? Uh, in.

Heather Vickery: Yeah. You kind of nailed it. That’s not the language that I use, but that is what it is. I in fact, my website says it’s not selfish, it’s self first. It’s a little bit like the oxygen mask effect. But the language that I use is it’s learning to take a radical responsibility for ourselves. The world is messy. Life is messy. Things are complicated. And yet, I think you can still find things to be grateful for. You can find excitement and hope and joy and momentum. But you have to look for it. And that requires us to do the self-reflection to say, okay, X, Y, and Z is happening over here. Who do I want to be in this moment? How do I want to react? How do I want to feel? How do I want to respond? What intentional action do I want to take in this moment so that I can be in charge of my life? Because the only thing we can control is what we.

Lee Kantor: Ourselves.

Heather Vickery: Ourselves. That’s right.

Lee Kantor: Is that the right answer? I thought it.

Heather Vickery: Was because you got the right answer. It was not a hard question, so I’m really glad you did. The only thing we can control is ourselves now. You know, I work with a ton of type A people pleaser, leaders who think they can control all kinds of things, and they get really bummed when I go. You don’t have any control over anything except yourself. So? So how do you control yourself? What do you want to do? How do you want to feel? What choices do you want to make that are in line with your integrity? That will lead to your being part of the betterment of the world, to having more joy, to having a life you’re actually excited to wake up for every day.

Lee Kantor: So how do you kind of inoculate yourself from narcissism, selfishness, some of the not so great kind of characteristics of somebody who might be perceived as looking out for themselves?

Heather Vickery: Absolutely. You know, there are lots of ways to solve a problem. And there are also lots of ways to practice self-care and caring for yourself first. You could say, oh, I can’t do that for you. I have to take care of myself. That’s kind of sucky. Those are not nice people. You could say, I would love to do this for you. I can’t do it right now. I’m taking care of something else. Let’s find another time. Right. There are ways to communicate anything and prioritize yourself. And I will say this. We live in a world where almost nobody ever asks a man that question. I’m just going to go ahead and go there. That’s a that’s a question people ask women. Well, how can you take care of yourself and still not be perceived as sort of a nagging narcissist who doesn’t care about other people? But it’s all in how you present it.

Lee Kantor: Well, I agree that probably men aren’t asked that, but I would disagree in the sense that maybe they should be asked that.

Heather Vickery: Um, yes, perhaps that’s perhaps, um, because in general, women are really what we are programed, and I do a lot of subconscious reprograming work with women to, you know, sacrifice yourself all the time to be a good parent or to be a good spouse. You have to always give or to be a good employee or whatever. You can’t ever take care of yourself and it’s just not true. It also doesn’t work. Li like if you break, how can you be a good caregiver to the people that you love, or to your clients, or to your bosses or whatever, right? If you burn yourself out all the time trying to be everything for everyone except for yourself, there’s nothing left for you to actually give to the people you want to care for. And I really, truly stand firm on. We are better providers when we also take care of ourselves.

Lee Kantor: Yeah, I don’t I’m not disagreeing with the premise. I think that I think people should take care of themselves first. It’s just that in society, especially today, there’s a lot of folks that are all about themselves. And, you know, a, you know, tough luck for everybody else. And it’s it’s, you know, kind of my way of the highway. And it’s, uh, you know, the golden rule of he who has the gold rules and, um, you know, we’re living in a at least a period where that seems to be kind of the tone and, um, and I agree when you’re saying that a lot of women have this issue where they’re kind of the martyrs and they’re the ones sacrificing for everybody else. So, uh, it’s probably a good idea for them to lean the opposite way. But being a guy and seeing a lot of males not behaving, you know, in a self-actualized manner. Yeah.

Heather Vickery: I appreciate that perspective. I don’t work certainly exclusively with women. I do work a lot with women. And the men that I work with tend to not be straight white men. Right. Because you’re, it’s you’re right that it’s a different conversation. And certainly leaders, uh, right now are not emulating the care for everyone approach or do something that’s for the greater good. And my work, I’m very, very zeroed in on community care and, you know, taking care of one another. All of those things are super, super important, and I stand firmly on the fact that they can be done in parallel. We can care for ourselves and others, and in fact, we have more. Um, you know, I don’t I don’t know what you want to get into this, but I do a lot of activism work. Right. And in order to do that and not burn out, I have to take time for myself. But also it is in integrity. It’s in the integrity that we bring forward and our actions surrounding this that take us from being like controlling narcissists, you know, people in charge of everybody, freaks like, you know, if you have the golden rule, you’re in charge. Um, my favorite thing about, about human design is that it has taught me how different we all are. So it’s actually the opposite of that in every possible way, because now I go, oh man, we are really all uniquely created. And what works for me isn’t going to be what works for everybody else. So I set more boundaries. I have more clear communication, I ask more questions, I listen more, and that’s all part of my taking care of myself routine.

Lee Kantor: Yeah, I’m with you. Believe me, I am on your team on this. I agree 100% with what you’re saying. I just know that some people who hear this, you’re giving them permission to misbehave. Or at least my definition of misbehaving is that they’re looking at it as well. It’s all about me. So then, you know, I really don’t care how it impacts anybody else or the planet or anything like that, because it’s it’s about me. But I think that the truth.

Heather Vickery: I can’t control those people.

Lee Kantor: Exactly, exactly. No, 100%. You can only control what you control. And I believe that teaching more people to do that and behave in that manner is going to be a net positive for the universe. 100% not. Not even a little bit. But I think that, um, there is a subset that this is um, they’re going to they’re not going to take the responsibility part of it because just like the the oxygen mask on you first. Um, ultimately it’s to help your kid. That’s why you’re doing it.

Heather Vickery: That’s it.

Lee Kantor: You’re exactly right.

Heather Vickery: So put it on yourself.

Lee Kantor: It’s not for you to live. And then let everybody else suffocate. Like that’s not the reason you’re doing it.

Heather Vickery: So, yes, I mean, there has to be a responsibility and an integrity piece component. Uh, and, and there are shitty people out there. Can I say that on your.

Lee Kantor: Absolutely right there.

Heather Vickery: There are people out there who just are not kind and good people. Uh, they don’t usually find me that just to be super transparent because, um, I wave all my flags really, really loudly and then and I love my block button on social media. Um, but, you know, we can only do what we can do and speak to the people who want to be part of a.

Lee Kantor: Exactly. Be part of your community. And the people you serve are the people that are attracted to what you’re you know, and.

Heather Vickery: They do care. They care about the environment. When I say, hey guys, we shouldn’t do we shouldn’t do everything on AI because it’s terrible for the environment. But I love AI, so just use it with integrity. They go, oh, what do you mean? Teach me more, right? Instead of I don’t care that every single search on on AI uses a gallon of water.

Lee Kantor: Right.

Heather Vickery: We should.

Lee Kantor: That’s not in the brochure.

Heather Vickery: It’s not.

Lee Kantor: In.

Heather Vickery: The brochure. And I and I use AI. I don’t want anyone to think that I don’t, but I am cautious about how I use it.

Lee Kantor: Right. And, uh. And it’s interesting. Uh, I think I’m a kind of a not a believer, but I’m a fan of Seth Godin. I don’t know if you’re familiar with him. He’s a marketer. Author. Um, but he has a thing where he’s like, you know, find your people. And, um, and those are your people, and then work with your people. Like, you don’t have to. You know. That’s right. You know. Be everybody’s friend. You can talk to your people and then build community around your people, and then let the impact of that be the impact of that. You don’t have to kind of twist yourself in knots to be everybody’s friend. I mean, I think.

Heather Vickery: Well, and it doesn’t work. You know, not only do you not have to. You kind of can’t. We can’t serve everybody. We can’t please everybody. And, you know, I think I have a lot of great ideas. I built a business for 25 years on it, but I don’t know everything. And I don’t know everything for you. I don’t know everything. That’s going to be a good fit for you. There’s a lot of exploration and play and. Yeah, people, you know, people I always see people either love me or hate me.

Lee Kantor: But I think that when you go into this, uh, type of thinking of, uh, prioritizing yourself, you’re prioritizing yourself, but you’re aware that the world is not you. And it’s not only you. So you have to listen to other people, and you have to learn and be open and all that good stuff to in order to prioritize yourself because it’s giving you.

Heather Vickery: I’m working with people. That’s something we spend a lot of time on, is how do we integrate this into our real life world so that we can we can live with these other people in harmony and joy and support people.

Lee Kantor: Now let’s talk a little bit about that. So how would that come about in like your work. Like how do you kind of actually, you know, create action around that kind of theory?

Heather Vickery: Absolutely. So, you know, I serve and support people in a number of different ways. But as I mentioned before, I’m a certified NLP practitioner. So we do hypnotherapy and all sorts of subconscious reprograming. But I have clients come in and we really peel back all the layers of what most people find me, because what’s happening, whatever that is, is no longer acceptable. But they don’t know what’s next. They don’t know how to fix it. They don’t know how to solve it. They don’t know what they want. Instead, they just don’t like. Quote unquote. This and it’s this is different for everybody. And so we do a lot of content. I’m sorry. Um, conscious inquiry, compassionate inquiry to sort of discover what’s not working. And always from a lens of taking radical responsibility for yourself. And that does include making sure you’re kind and thoughtful towards other people. It does include how your choices and actions and behavior can impact other people. So how do we do that while still getting our own needs met and taking care of ourselves? Sometimes we’ll use subconscious reprograming to shift patterns of beliefs or negative attachments to things. Um, and then I also host retreats all over the world. I have one coming up in Costa Rica in January. So if people are looking for, um, a bigger way to to spend some quality time with themselves to actually slow down.

Heather Vickery: We live in this hectic, busy, worldly where we very rarely take the time to ask ourselves questions and listen for the answers, and be still and be slow so that we can be better parts of the community of our global world, which is so important right now. And also sometimes we just as a rest, right? Sometimes we just get to rest because we, you know, you don’t have to earn rest. We are allowed to rest. Uh, and so we bring in all these components. So I do private coaching, I have a membership, we do the retreats and I like to support people wherever they are. I do a live show every Thursday. I just got off of it Thursday, 12 p.m. on several different platforms I open. I host open office hours. If people are just curious, like, I don’t know how this what you’re talking about could actually apply to me, anyone’s welcome, but I promise that people who feel that that their life is not working, that they don’t get to have joy, that they’re not worthy of taking time for themselves. We can shift that in a really healthy way. That brings them closer to the people they care about, closer and more thoughtful about who they work with. All of that good stuff.

Lee Kantor: So how does it present itself? Like you talk about being stuck and people are frustrated. Maybe. But what how is it actually presenting itself to somebody right before they call you? Like, what are some of the symptoms or signs or signals that, hey, something is amiss and there might be a way out of this here if you just connect with Heather. Um, what are what does that look like to an individual who’s out there just kind of frustrated and stuck?

Heather Vickery: Sure. I think a lot of people, it’s going to be different for everybody, but a lot of people feel so tense and so stressed and maybe a little bit hopeless, like stuck. Uh, I like to remind people you are not stuck unless you choose to be, but that is a really hard thing to recognize when you’re in the middle of stuck, when everything just feels too hard. Um, you are hard to find motivation. You’re finding communication with people you care about a little bit challenging. You can tell that you’re diminishing yourself. You’re sort of playing small. Maybe even physically being small. You might, um, you know, curl your body up a lot instead of standing up confidently. You may avoid certain situations where there could be conflict that you don’t want to deal with. Uh, we’re very in those situations where our nervous system is just going crazy. And the nervous system is interesting because it it is designed to protect us, but often we it’s protecting us in ways that aren’t serving us anymore. Which is where when I do subconscious reprograming work, we’re stimulating the parasympathetic nervous system, right? So we’re releasing the kind of nervous energy that doesn’t serve us and bringing in something that’s different and actually supports us. But yeah, things just feel off, feel, um, maybe overwhelming. Uh, we’re maybe we’re short tempered. We’re angry with people all the time. We don’t trust ourselves. We can’t make decisions if you’re sitting in indecision all the time, come and see me, because this is something I can help you with.

Lee Kantor: Yeah, there are so many people, like even just saying, where do you want to go to? Lunch is like, you know, that’s 30 minutes of our day now. Uh, they can be.

Heather Vickery: Yeah. And and that does not. I promise anybody who’s listening, it does not have to be like that. I can help you.

Lee Kantor: What about my Netflix? It takes me a long time to make a choice there. Do you help with that as well?

Heather Vickery: I can help a little. My guess is I would be happy to pull your human design charts, but my guess is you have a defined sacral in your human design chart, and you’re better off asking yourself a yes or no question. So if you look at a people who have a defined sacral, if you look at a plethora of options, you can’t pick one. But if you say, do I want to watch this show, you’ll know, like, oh no, I don’t want this one. Give it a try and then come back to me later and be like, oh, those yes or no questions really helped.

Lee Kantor: So, so how much of of of of angst and anxiety can be Uh, serve just by learning how to reframe things.

Heather Vickery: An awful lot of it. An awful lot of it. Because perspective creates reality. What you believe is true certainly becomes true. And the lens with which you look at something becomes your truth. And so when you shift your perspective and you shift your mindset and approach to something, there’s a lot more room for possibility.

Lee Kantor: Now in your work, you use the word set point, especially in and around Joy. Can you talk a little bit about what a set point is, number one and and how joy is connected to it?

Heather Vickery: Yeah, I mean, your set point is sort of your, your, your base foundation. It’s where you start from. It’s where you launch. And joy happens to be one of those things. It was funny. Um, I. It’s hard to sell Joy. That sounds crazy. Like people are like, oh, no. What? That’s it’s frivolous. It’s. And I just I’m on this mission to prove that it is not frivolous. It’s necessary. It’s required. And so many people think that you have to check off all of these boxes and hustle hard enough, and be successful by enough of other people’s terms in order to be joyful. And I want to flip that script because because I know for myself and hundreds of people that I’ve worked with, that if you can create joy as your set point, so your initial default, it shifts the way you engage, it shifts the way you show up, the way you think. Your your perspective completely changes. And you look at things from a different viewpoint. And that’s all of these different things that that we’ve talked about help you shift so that you can start with joy, look for what’s working, look for what’s feeling good. If you’re doing something that feels awful and it’s not something you have to do, perhaps you can stop doing it because it is something you have to do. Maybe there’s a different way to do it.

Lee Kantor: It’s so funny when you say things like that. It seems like. Yeah. No kidding. Don’t. It hurts. Stop. Okay. Yeah. Thank people. I need a coach to tell me that, you know, like. But it’s it’s we’ve been sold a bill of goods of, you know. Oh, I worked I only had two hours sleep, you know, I’m killing it or. Oh, I, I didn’t exercise at all or I didn’t, you know, eat. Right because I was so busy, like, we’re we’re kind of rewarding all these things that aren’t healthy. Absolutely. And and we got to reframe it to be proud of. Hey, I got in my workout today or, hey, I got my seven hours of sleep. You know, I killed it. High fives. You know, high fives.

Heather Vickery: Sure. I mean, that’s a, you know, I, um, I’m certified in positive psychology. I’ve written a couple of gratitude journals, actually, and that’s what you’re talking about is scientifically proven to be true. If you can find things to be grateful for and you have a regular gratitude practice, it’s scientifically Tied to increasing overall happiness, joy, and well-being while decreasing stress, anxiety, and depression. And so if if you know that sleeping well is going to make you a happier person, and you’re grateful for that, and then you start to prioritize that, the more you have to be grateful for, the more there is to be grateful for. It begets itself.

Lee Kantor: Yeah, it’s so funny because every day things are going to happen, good and bad and indifferent. But if you’re only focused on the bad, then that’s how you’re going to see the world. But if you focus on the good things instead of the bad and ignore the bad, every the world’s great. I mean, it’s the reframing necessarily.

Heather Vickery: You know the answer either, I suppose. I’m not a big fan of toxic positivity, where we just pretend that there’s nothing icky.

Lee Kantor: Um, no. But I’m not saying to invent things that are positive, but every day there’s going to be positive things that have happened to you. I guarantee you you cannot escape this universe without something good happening. Whether you’re not paying attention to it or not, that’s on you. But yeah, it’s definitely somebody did something nice or something nice happen to you and just don’t ignore it.

Heather Vickery: Some mornings or some days are really hard. And the thing on my gratitude list is I’m really glad I have legs that work. But you know what? I’m really glad I have legs that work because some people don’t. So you can always find something to be grateful for. Um, and it’s beautiful, you know, when you can go. Yeah. This part is hard. This part’s not working. I don’t like that. And yet I got to see the sunshine this morning. My neighbor has these beautiful new sunflowers that are blooming, and they just. They make me smile when I see them. They bring me joy. My. My daughter hugged me, and I didn’t expect it because teenagers never hugged me anymore. Like, whatever it is, uh, it just sort of shifts you out of a state of hopelessness and into a possibility of of hope and more, and it will shift your your energy really quickly.

Lee Kantor: Yeah. And if things are hard and you’re, you’re like, and hey, I can do hard things. Guess what. That’s a good thing.

Heather Vickery: Yeah, absolutely. Absolutely. We are almost always the thing holding ourselves back. And and mindset is important. Shifting your mindset is really important. It’s a really good starting place. But if mindset alone could get everybody where they wanted to go, we’d all be there by now. So there’s got to be action. There’s got to be other things that we can do. And that’s what some of these tools and resources that I bring to the table help with. But, um, everybody’s got to find for themselves what the thing is, what the what the things are that help you feel joyful and feel balanced and feel connected so that you can be the the person that you want to be and the caregiver that you want to be. And, and all of these wonderful things that we have available to us that we get so we tunnel visioned on, um, that we’re not finding the best ways to serve.

Lee Kantor: Yeah. And you mentioned earlier, like, a gratitude journal and just kind of noting what you’re grateful for on a regular basis, that there’s a bunch of benefits around that. Or is there some other kind of low hanging fruit that a person could do right now from listening to this today, or, you know, in the next five minutes that would have a positive impact, or there are some exercises or some activities that they can kind of quickly, uh, do right now in order to facilitate some sort of positive change in their day.

Heather Vickery: Yeah, absolutely. Gratitude practice is the very first thing I would always recommend, 3 to 5 things you’re grateful for and why every day. But the other thing that is just a quick, simple transformation is doing a very, very short breathwork exercise. That is a it’s called, um, a five, seven, eight breathing in through your nose for a count of five, holding at the top for a count of seven and releasing through your mouth for a count of eight. Doing three reps of that, it doesn’t even take a full minute. Um, will absolutely just sort of shift you out of one state of being and into another state of being. Uh, and then get up, get up from what you’re doing and walk away. Go somewhere else, move your body just a little bit, and that will help as well. If you just sit there and push through, you’re never going to get where you want to go.

Lee Kantor: Yeah, that’s I think we forget that humans kind of were meant to be moving. Uh, we were not designed to be sedentary, but, uh.

Heather Vickery: But that quick breathwork helps tremendously.

Lee Kantor: Yeah, it’s it’s so funny you mentioned some of these things that are so simple to really do on a regular basis. And if you would just do a half a dozen of these things every single day, your life would be literally transformed.

Heather Vickery: It would be. And I would say, even if you do just one of them once a day, it’s the compound effect. You’ll start doing them once a day and you’ll think, I kind of like that. Maybe I’ll do it twice a day, right? Like we build off of that. So don’t not start because you don’t think you have enough time to do it repeatedly. Just do what you can in this moment. I had somebody tell me once. I just was so profound. Anything worth doing is worth doing badly. If you brush your teeth 10% of the time, it’s definitely better than never brushing your teeth. And that’s a beautiful perspective shift. Like, okay, just get started.

Lee Kantor: Yeah. It’s somebody mentioned to me something that made a lot of sense. It’s like instead of framing things as, you know, like, um, succeeding or failing, it’s used instead of failing. It’s learning. And if you reframe failing to learning, you never fail, number one. And then you you were mindful of, okay, what went wrong and how can I fix it for next time. And you have now kind of an action plan for the next time so that you are going to get that continuous improvement in that life. Lifelong learning that a lot of us are thriving for.

Heather Vickery: Absolutely. I say that all the time. I never fail, I make all kinds of mistakes. I make mistakes multiple times a day, but I always learn something and get something valuable from it. And so as far as I’m concerned, that I can’t fail. As long as I don’t quit.

Lee Kantor: Right, I don’t fail. And that’s it’s having that kind of beginner’s mindset that you’re always learning, that there’s always an opportunity to learn and experiment rather than having stakes associated with things.

Heather Vickery: Yeah, absolutely.

Lee Kantor: So, uh, tell me, are you still doing the podcast now?

Heather Vickery: I am my podcast is called Was It chance? I co-hosted it with my friend Alan Seales, and it’s a podcast about taking intentional risk for creative success. So we interview highly successful creatives on, um, sort of their risk taking, their embracing opportunity moments that led them to wherever they are. And we have a blast on the show.

Lee Kantor: And then how did that come about? Was just personal interest or what.

Heather Vickery: A great question. So I hosted a podcast, a solo podcast called The Brave Files for a long, long time. And I interviewed people who had stepped out of fear and into bravery in every possible way in life. And I had over 250 incredible conversations, and I was at a podcasting conference, I guess maybe four years ago now. And I sat at the table with this guy who I didn’t know, who’s now my best friend, Alan, and we just hit it off right away. He lives in New York, he and his wife and his family, and he is the founder of a podcast network called the Broadway Podcast Network. And we just started chatting and we kind of became good buddies. And at the end of the conference, I said, you know, I’ve always had this idea for this podcast that I want to do. And he was like, yeah, we should do it. And I’m like, seriously? And he’s like, yeah. And then a month later we had a podcast.

Lee Kantor: There you go. You took action. You took action. You made a decision and took action. Wow. You actually lived the things you talk about.

Heather Vickery: Absolutely. I do my very best. I do my very best to do that. And, you know, it brings me tremendous joy. I don’t make any money off of that podcast. And we put a lot of heart and effort into it, but it is one of the favorite things I do all the time. And I get to talk to really cool people, and I get to spend time with one of my favorite people in the world. And joy can can look like a lot of different things.

Lee Kantor: Absolutely. So if somebody wants to learn more, connect with you. Um, what is the website? What’s the best way to connect?

Heather Vickery: Yeah. If you go to Vickery and Co so it’s Vickery and dco.com. You can find all the ways to connect with me for my free live show. Um, the retreats, if you want to work together, you want to find the podcast. All the good stuff is right there.

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

Heather Vickery: Thank you. Lee. I appreciate you too.

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

Tagged With: Vickery and Co

Unlocking Potential: How Courageous Leadership Drives Organizational Success

July 29, 2025 by Jacob Lapera

High Velocity Radio
High Velocity Radio
Unlocking Potential: How Courageous Leadership Drives Organizational Success
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In this episode of High Velocity Radio, Lee Kantor talks with Suzanne Weller, founder of Weller Collaboration. Suzanne shares insights on courageous leadership, change management, and building trust within organizations. The discussion covers the challenges leaders face in adapting to rapid change, the importance of open communication, and the ethical integration of AI in the workplace. Suzanne emphasizes the value of “human skills” and the need for leaders to foster collaboration and experimentation. She also highlights her podcast, The Courage Effect, which inspires everyday acts of courage in leadership and organizational life.

Suzanne Weller guides you to lead with courage over comfort so you can thrive in uncertain times. She’s a leadership coach, speaker, change practitioner, communication maestro, and host of The Courage Effect podcast. Through her firm Weller Collaboration – and her 20+ years of experience as a leader and entrepreneur – Suzanne helps executives and teams to challenge old scripts, rewrite limiting narratives, and spark real change.

An avid cook, singer, music lover, native Californian (and former New Yorker), Suzanne is based in Seattle, where she lives with her husband and their rescue dog, Bacon.

Connect with Suzanne on LinkedIn.

What You’ll Learn in This Episode

  • Leading with courage over comfort
  • Thriving in change, not just surviving it
  • Communication to connect, not just transact

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

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

Lee Kantor: Lee Kantor hear another episode of High Velocity Radio and this is going to be a good one. Today on the show, we have Suzanne Weller and she is with Weller collaboration. She is a Leadership Coach, a Speaker, a Change Practitioner and a Podcaster. So excited to be talking to you today, Suzanne. Welcome.

Suzanne Weller: Thank you Lee. Great to be here.

Lee Kantor: Well, for folks who aren’t familiar, can you share a little bit about Weller Collaboration? How are you serving folks?

Suzanne Weller: Sure. I founded my business. It was a side hustle for me, which I took full time right around the time of the pandemic starting. So that has its own story and interest. And essentially what I like to do is I encourage people to lead with courage over comfort. And what I mean by that is that I do thought partnership coaching, speaking, facilitation, consulting. That’s really all about what are the things that get in our way every day, and how can we as leaders and as leaders, I don’t necessarily see that as a title. It’s really about how we show up every day. What are our behaviors, what are our thoughts, how we can be more courageous and how we do that. So that’s really the goal of the work that we do is challenging some of the limiting beliefs and behaviors that we experience every day to realize what’s possible. So we have better work cultures, better communities and just, you know, happier existences overall.

Lee Kantor: So what was kind of the thinking when it came to naming the organization, whether collaboration instead of, well, or consulting or, you know, whether coaching or whether all the other things you do.

Suzanne Weller: So much of what I do is ultimately co-creation because and it really starts with collaboration. I mean, I like to say that, you know, my three core values and themes throughout my work are courage, collaboration and communication. And for me, it’s so much about how do we work together. It’s about partnership and that takes place on many different levels. So collaboration is about, you know, many people or two people, but more than one coming to the table and really working through issues, problems, situations together. And I liked I liked that word. And I deliberately chose it because it was a matter of whether it’s me or one of the consultants that is on staff for me, how do we truly collaborate and partner with our clients? It’s not just a one way street. We’re not just advising them or consulting them. It’s true partnership. And for me, collaboration goes even further into that. It’s how do we get in the mix together and the and do it, you know, do it as true co-creation.

Lee Kantor: So what’s kind of the issues or pains that your new clients are facing when they initially reach out to you?

Suzanne Weller: A lot of my clients who reach out to me are struggling with adaptability Stability overall. I mean, you know, we’re looking at a world where change is rampant as we are all experiencing. You know, wait five minutes, something else is going to change, not necessarily knowing what’s going to come down the pike, having it significantly impact how they lead their business, their organization overall, and getting to a point where the way that they’ve done things isn’t necessarily the way that they can continue to do things to realize success. So they’re bringing me in to work with individuals or teams or people on my staff to really take them to what is next as they look ahead. So it’s knowing that there’s a challenge ahead, or maybe they’re sitting in the middle of it. So it’s I have a lot of leaders that I work with that are challenged to either communicate effectively to get buy in and bring their people along. Sometimes I work with leaders who aren’t getting to the next level in what they’re capable of, or what the organization knows they’re capable of. How can we look at some of the patterns that they fall into that potentially get them caught up to recognize, you know, Okay. How do we get more self-aware? How do we have a better idea of where we might be getting in our own way so we can move beyond that? And that is. That’s about some unlocking. That’s. It’s hard. I mean, it’s vulnerable because it takes some questioning and looking at what you do and starting to do things differently. So that’s that’s really where the courage comes in.

Lee Kantor: But what does it like what’s kind of happening as boots on the ground in their organization. What are the clues or symptoms that, hey, something’s amiss here that we do need to get fresh eyes on this? Is there some thing tangibly that’s occurring? Like, are we not being able to hire for roles, or are we having lots of turnover or sales down or we lost a big client? Like are there things that are happening that they can point to and go, okay, this is not normal. We need some help here.

Suzanne Weller: Yes. All of the things that you talked about. So people are like, you know, people looking at, they’re Are looking at the broader teams, whereas dissatisfaction happening where people leaving the organization, if they’re not able to retain people, if they’re not able to hire good people as well, but also looking at the future of an organization as change is coming and you know the future, they don’t necessarily know what it’s going to hold, but they want to make sure they have the right people on staff, and they want to make sure that they’re prepared for what’s next. So how do you how do you look at your people to say, okay, our numbers aren’t where they need to be or we’ve hit we’ve hit a wall in some way, or we know that we’re going to need to do things a little bit differently for a new project, maybe, you know, a new technical implementation, maybe it’s also a reorganization of the company. So that’s really when they bring us in. But I, we tend to come in where they know there’s more that is possible. There’s some there’s burnout, there’s lack of performance. There’s there’s some sort of wall that they’re hitting or that they know that where they are is not going to take them to where they want to be.

Suzanne Weller: So we tend to come in where it’s a bit messy and, um, it’s not we’re not fixers, but we’re really about coming in to say, okay, if you really want to move through this in a way that’s going to serve you and serve your people and really serve your organization, these are the partners that you want to do it with, because a lot of people don’t really spend time on the change. You know, they think, okay, we’ll just get the right people in place and we’ll just move forward with what we’re doing. Not everybody is equipped for that, and not everybody has the skill set to communicate well with each other. Um, and to really bring what they need to, to the table and to express what they’re seeing, that might be not really working effectively. So it’s, it allows people to to come to the table to have that courage, to have the conversations and to be talking about, okay, there has to be a better way of doing this. Or maybe we know there is, but let’s take some time to look at the ways that we’re that we’re tripping up or that we’re holding each other back. So that can be teams that are stuck. It can be, you know, leadership teams. I mean, I, I also work with a number of different leadership teams where we coach them because they know, okay, we look ahead to what we want to do.

Suzanne Weller: We look at our three year strategic plan. What are we. What are we going to have to change to get to that point? And they see the challenges. They know that there’s they know they’re not having the conversations they need to be having. They know that there are opportunities that they’re missing. I mean, your question around, you know, maybe a client not coming through. There’s a lot of uncertainty in in many industries right now. So it’s I think it’s a humbling and a vulnerable experience for them to look at themselves individually and how they work together to really do some investigation, to look at ways that they might want to change that up or need to change that up before it gets to a breaking point. So hopefully we come in before the breaking point. After the breaking point is, is a more difficult situation for anybody, as you know. You know, you don’t want to get to that point. So our goal is to help them to look ahead, to prepare for what that’s going to be and minimize what what changes or what resistance? What problems might be on the road ahead?

Lee Kantor: Yeah. And I think what you’re saying, because change is happening at such a pace and it’s so disruptive. I, I can make a case for having coaching like as just part of the rhythm of a year. You know, we need to have fresh eyes to come in here. And let’s just start having these conversational conversations proactively rather than waiting until something happens. I’d like to talk about a little bit of something that’s out there now, and how you would kind of go about handling, um, kind of how this would work in an organization. So I is out there, obviously people are playing around with AI. People are using it in a variety of ways, but there are certain people out there that are are like, uh, you know, I’m anti AI. I think it’s cheating. And, you know, we don’t want people, you know, asking AI for something and then cutting and pasting the results and then they’re done like they’re there has to be some ways to implement it elegantly, effectively and maximize the use of it because it is such a powerful tool. How would you go about kind of having kind of an AI conversation with a client that was struggling with using it, you know, to get the most out of it rather than to be something that there may be a contingent that’s afraid of or doesn’t want or doesn’t believe in it.

Suzanne Weller: Yeah, a great example. And we we work with that almost consistently. So it is one of those things where a lot of organizations need to figure out how they use it and how they don’t use it. To your point. Right. I mean, because there’s very differing opinions on it, there’s security issues as well. So and what we try to do is like, how do you come to the table to understand what is AI going to be for your organization. So we’re we’re doing a program right now with a group of leaders where the company is bringing in. They’re establishing their AI guidelines, and they’re creating some tools internally to use AI because they don’t want people to just go out and use it on their own, you know? I mean, like, people are going to be using it. And that is one of the struggles that we see people that use it in their personal lives, but then aren’t able to use it in their professional lives. So there’s obviously some dissonance and just some challenge. But the organizations that I think right now are doing it the most, the the most intelligently are the ones that are looking at it to say, okay, this is not going away. How do we look at it, to say this is how we potentially use it? And these are the areas where, you know, we don’t feel this is safe.

Suzanne Weller: We don’t feel that this works in the best interest of the business or of our people and brings it in in a way that it’s a tool. Like if it’s, you know, automation on certain things. So there’s tasks and there’s different processes or there’s ways that you can do it to automate into create efficiencies. However, they are quite clear as far as what information, if you do go out and use, you know, whatever tool you’re using, ensure that you’re not that you’re not doing it on the company’s computers. I mean, there are certain guidelines and restrictions and regulations that they’re putting in place, um, around confidentiality and whatnot. But I see it as how do we have the conversations around just coming up with that decision? I mean, we talked to leaders about what what is the what’s the strategy that you’re going to be putting in place. How are you all as a leadership team making these decisions? What experts do you have at the table to help you to navigate that? And it’s changing so quickly. I mean, to your point, just even like over the course of a year, it’s it’s crazy how fast a lot of this change happens.

Suzanne Weller: So even if you put in a strategy now doesn’t necessarily mean that it’s going to stay the same in six months or even a year. So implementing those, those touchpoints with your team to come back and to say, how is this going? Is this working? Do we want to change this? That to me, is where this is going to be important. Because the speed, the speed at which it’s changing, we’re not going to be able to keep up with we can’t pretend it doesn’t exist. But we can be smart in how we choose to engage with it or not, and see if something is working. If it’s not. Um, it’s not going to go away. So in my mind, yes, there there is a certain amount of it that I think is the idea of cheating, but it can make big savings for a lot of companies, depending on what kind of work you’re looking at. So it’s it’s there. How do we use it for good. How do we use it to move us forward? There has to be some guidance and there has to be some guardrails around that.

Lee Kantor: But to your earlier point of kind of leading with courage over comfort, it takes a strong person, a confident person to kind of raise their hand. And, you know, as they’re learning about AI, for example, realizing pretty quickly that my position as is might be vulnerable, the better that our organization learns about what I can and can’t do. Um, how do you kind of help them build a culture of confidence and courage when it comes to things like this that might be exposing some vulnerabilities for some folks.

Suzanne Weller: Well, and I think it’s them having the conversations about coming together. And exactly as you said, there’s going to be differing viewpoints. And people get pretty passionate about this as well. But we need to come to the table to understand that we don’t just have the right answer. I mean, and that’s with, I think, everything in professional environments and most of the things in our relationships in the world in general, how do we come to a conversation to say, I don’t necessarily have the right answer? Let’s have a conversation and do what is within what’s in the best interest of our organization. That is hard because all of us need to understand that, you know, maybe we’re not the smartest person in the room. Maybe our answer isn’t the perfect answer, but we need to be open to co-creation, as we talked about before. How do we create that strategy for what’s in the best interest of the organization now, and do that collectively? And there will not always be agreement. And I always like to say you don’t have to be aligned to be in agreement. What are the areas? What are the things that you agree that okay, maybe we disagree on, but we’re committing to this being our plan for a period of time. Let’s come back in six months and see how it’s working and iterate as we need to. But there’s a certain amount of, you know, people need to come and not think that everybody knows the answer and come up with those decisions because, I mean, I’m coaching somebody right now who is a senior executive in data analytics, and they have very differing viewpoints on their executive leadership team about what they want to be doing and what they don’t.

Suzanne Weller: But they’ve all agreed that this is something that is going to be a work in progress. We want this tool to be something that we adopt. We don’t know exactly what it’s going to be yet, but they’re having regular conversations around where they’re willing to take some risk and where they’re not. And that, to me is the most important thing, is how do you have those conversations consistently? Because just because it’s something now again, doesn’t mean it’s going to stay that way. How do you consistently have those conversations to to better understand where you are and what you need and how the tool changes? It might change in six months. And you say, okay, what we did before that was helpful. But something, something now is different. Something is better. Or maybe it’s too risky, but we don’t. We tend to just make a decision and think, this is this is how it’s going to be forever. Things are changing too quickly for us to just put that, you know, draw that line in the sand and assume that it’s going to stay in that place. So that takes the courage, I think, to not always think you have the right answer, to be open to trying something different, but to also be to be diligent about coming back to the table and seeing how it’s going and to reinvestigate, you know, like as, as you’re going through.

Lee Kantor: Yeah. I think it’s such a challenging time for, um, kind of senior leadership when especially they, they come to the realization, you know, that they believe what you believe. I have to lead with courage over comfort. You know, I have to kind of lean into this change. I can’t just kind of triage my way through it. And then maybe they come to some realizations that maybe the culture of the organization isn’t as they thought it was, or they’d like it to be. And they realized that there isn’t the trust there that allows them to kind of implement some of these things going forward until they kind of shore that up. And I’m sure that’s where your coaching and your team of coaches can come in to really help everybody throughout the organizations kind of all kind of get in line here of what the goals are and the mission.

Suzanne Weller: Well, and I think you said the right word, which is trust. I mean, it’s, you know, it’s how do we put trust in the tools right now? I mean, a lot of us can’t. So it’s and but how do we put trust in each other. And I think one of the hardest things for us to do, I mean, as humans, but also as leaders is to say that we don’t know something. This is something where we really don’t know. And I think we have to be comfortable with that. And that’s hard. That takes courage to say I don’t know the you know, let’s see what we can find out. And there’s a certain amount of humility that we have to embrace as we go down that path, because it’s there’s so much unknown and it’s scary. And we as humans want control, right? We want to know exactly what’s happening. We want that control. Um, but we have to come to the table and say, this is something new. We can’t pretend that it’s not there, but let’s use it in a way that we can. We can make it work for us, as opposed to waiting too long and then having it bite us in some way.

Lee Kantor: Right. And I think that as organizations grow, the leader’s view of what the organization is might not accurately be accurate anymore, like it might have been at one point. But as it grows, it may not kind of have that culture may not have trickled down all the way. Um, and there could be gaps that they are just not aware of. You know, they see it a certain way, and it isn’t until a coach or some fresh eyes are on this that all of a sudden it becomes clear that, hey, this is really the problem.

Suzanne Weller: Yes, and a lot of it is, um, a lot of it is, you know, I mean, we as leaders also, you know, we know from a lot of research, I mean, from Brené Brown’s research, the number one fear of leaders is to become irrelevant. So if we think about that, then this is a scary time, right? I mean, it’s always a scary time. But now with AI, I think that that just puts it in overdrive. So the idea of what what isn’t working, how are we going to how are we comfortable in having those conversations without over indexing at the same time and talking about it because there’s so much fear about just not having conversations, not speaking things that we really want to. And sadly, I mean, we do that to protect ourselves, but then we just create these cultures that perpetuate, you know, like not trusting each other and not speaking to things. And that’s where change doesn’t happen. So when we have the conversations, when we can get more comfortable in, in, in speaking to what it is, then at least we can. We know it’s there and we it’s on the table. We can work through it together. I see that happening more, but it’s also scary now because a lot of people, you know, layoffs and otherwise, people are afraid. People want stability and they don’t necessarily want to rock the boat. But there’s also a matter of how do we show up for work every day within what’s best for ourselves and what’s best for our teams and our larger organizations? Because, as I said before, I think we need to be talking about these things now, as opposed to waiting for it down the line and then regret that we didn’t bring it up.

Lee Kantor: Yeah, like this is definitely one of those things where earlier is better. Even earlier. Messy is better than later. Perfect.

Suzanne Weller: Yes. And I think that’s the thing is that we’re so allergic to mess. Right? I mean, it’s just like, oh, I don’t I’m not comfortable with that. And that’s okay. But as long as we just acknowledge, like, okay, we’re in it. There’s a certain amount of it gets a little, it gets a little easier, or it gets a little bit, um, it just it takes us into a different place, and we know it takes our brains into a different place. We’re able to be more creative and not so, like, you know, tightening or grip and so anxious about what’s going to come down the pike.

Lee Kantor: Yeah. And that is not the way to handle the change with the tight grip. I mean, you got to kind of go with the flow and let some chaos in because it is this is happening so fast. It’s so interesting to be living at a time where change is happening so rapidly and, and a rhythm that is much faster than history, you know, than it has been in history. And you’re getting to a world where, I mean, there were never kind of billion dollar companies with, you know, ten people like that was to be $1 billion company. You needed, you know, factories and hundreds, if not thousands of people. And now, you know, a handful of people can be $1 billion company. It’s just there’s so much wealth. There’s so much change happening so quickly with so few people and especially few like regular classical employees. Like, you know, how many remote people are people managing nowadays? And that and to build trust amongst them when they have four other jobs they’re doing for other people. Like it’s it’s a tough, tough situation now for a lot of leaders.

Suzanne Weller: It is a it is a tough time. And it’s that’s the thing that I would also really anchor on in this conversation is, you know, yes, I can do certain tasks and it can replace certain jobs. The skills that it cannot replace are, you know, what they call the soft skills. I’m not a fan.

Lee Kantor: Right. You I’m I’m for human skills. These are you human interaction. It can’t do that.

Suzanne Weller: Yes. And I like that you call it that. These are the things that we need now even more.

Lee Kantor: Right?

Suzanne Weller: That’s more reliance on machines. Yes.

Lee Kantor: That’s how you differentiate by being a human. Yes. Instead of a form. Hmm.

Suzanne Weller: So now it’s even more important than it was before.

Lee Kantor: Right. And you need to you need to have trust and collaboration and courage to have human to human interaction, which a lot of people don’t even want to have.

Suzanne Weller: No. And it’s sad too, because of, you know, I mean, remote work is wonderful. And, you know, the technology has given us so many tools, but at the same time, it’s it’s it has made us not great, not as good at communicating, not as good as having conversations and reading each other and building connection. And that’s the thing. Now that I, I like to see people. You know, I’m not for all office work and I’m not necessarily for all remote work. I think you need to figure out what’s going to happen, but we need to find ways to connect with each other regardless of how we’re connecting. And we’re not so good at that. Now the pandemic, right. I mean, we all I think all of us got worse over the past five. Sure. Would you agree?

Lee Kantor: Yeah. Yeah, 100%. I mean, I remember when the pandemic was waning and they were the beginnings of trade shows and conferences. People were like so hungry for that kind of human to human interaction. And it spoke volumes in terms of how as human beings, we need that in order to really kind of be our best selves. But it’s easy to get into a comfort zone of, hey, I’m in my pajamas, I’m getting it done. You know, I’m getting paid. Well, I can, you know, live the life that I’ve always wanted, you know, all out of my house, you know, DoorDash in lunch.

Suzanne Weller: Yes, yes. And I mean, to your point, like, there are these large companies with fewer people and there are, you know, remote first or remote only companies. Um, I don’t necessarily think that that’s a bad thing, but if that’s how we’re going to work, then we need to figure out ways that we can connect in meaningful ways when we’re not in person.

Lee Kantor: You better be proactively building that in, because it’s not going to happen by itself, I’ll tell you that.

Suzanne Weller: Yes. And I and that’s the thing is that I, I respect the I respect companies and I respect individuals for wanting to find connection with each other and the ways that they. That they’ve been doing it or the ways that they’re learning. But it’s just like everything else we’ve been talking about with AI and otherwise, it’s all changing. We need to figure out ways to, you know, bend towards the light and the light’s going to be in different places depending on what, what day it is, depending on what year it is. I feel like these are the these are the times that we need to be looking at. Well, maybe, maybe I could have done that a little bit differently. Maybe I want to experiment with this, getting more comfortable in trying it and reaching out and experimenting. And that’s harder when you’re when you’re on your own. Right? I mean, like when you’re remote. But what are ways that you can connect with people? How can you get curious? How can you how can you just do it differently? That to me is, you know, it really comes down to challenging ourselves. The way that we’ve done things is not the way that we can continue to do things. And if we are okay with playing around and experimenting, that can be the game changer. And it really does come down to just trying something different and not expecting. I mean, that’s the other thing is like we think results. You know, we have no patience. We think results are going to happen immediately. That is not the case when you’re talking about these human skills. It takes time and you know the payoff will be massive. But you got to invest, right.

Lee Kantor: And you have to have a culture of experimentation. You can’t punish someone for doing an experiment that fails. That is not good mojo for your organization. You’re that’s not going to build the trust you desire over the long term.

Suzanne Weller: Exactly. And I love that you brought it back to trust. Because how do we build trust, not just connection, whether we’re in the room with somebody in person or not?

Lee Kantor: Right. And the thing I think you can get lazy when it’s when you’re making everybody go back to the office, those kind of serendipitous kind of interactions and collisions and popping into someone’s office for a minute, or standing over someone’s shoulder or being in a meeting. Those things happen a lot easier in person, and that’s what some of the leaders are trying to force into a remote world. But if you don’t have kind of those locations where everybody’s at and you are remote, then you have to build that in. You have to be mindful and proactive and build that in, or else it’s not going to happen by itself.

Suzanne Weller: Yes. Agreed. And I also believe that, you know, I’ve seen a lot of people now going to various events where they’re just getting out and meeting people, getting out of their comfort zone, even if they don’t work with them just to start practicing those skills. And I think that’s vitally important. Right. I mean, you don’t have to go out and network. I know that a lot of people hate that term, but the idea of, you know, there are a lot of people that still crave that in-person contact, especially if they’re sitting behind a computer all day. So you can go out and engage in the world and meet people and build relationships that will also help you cultivate your skill set. So then you are showing up differently when you’re on your virtual calls with your colleagues.

Lee Kantor: Right. Well, Suzanne, it’s been a joy chatting with you who is kind of that ideal client for you. Who’s the ideal? Do you have an industry, a niche that you serve more than? Not. Or is it kind of industry agnostic?

Suzanne Weller: Industry agnostic. So I mean, for us it’s really about, as I said, organizations or leaders that have gotten to a place where they want to do things differently, hopefully before they need to do things differently. But change is afoot. Either it’s coming down the pike or they see it right now. How do they want to upskill their leaders and inspire them to to do things differently for what’s next for their organization? So yeah, bringing us in for a coaching, consulting, speaking. We would love to have a conversation with you.

Lee Kantor: Is that kind of the early the way that they get to know you is through kind of a speaking gig or an assessment of some kind?

Suzanne Weller: A lot of the time it’s a speaking gig. I might do a workshop, or sometimes I’ll coach one leader in an organization, and then it goes more broadly than that. So yeah.

Lee Kantor: And then your podcast, The Courage Effect, uh, what is that about?

Suzanne Weller: The courage effect is my my mission is to spread courageous contagion. So I have interviews with people that are doing courageous things in their life, not just, you know, the big heroic acts. Like we you know, we think about courage, big heroic, brave acts like, you know, firefighters, etc. these are people that are just going out of their comfort zone, whether it’s a small move or a bigger move. To hear those stories and really just to talk about what does courage look like for us now and how can we inspire each other to to just be more courageous every day?

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

Suzanne Weller: It is weather, collaboration. All the information is there.

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

Suzanne Weller: Thank you. You too. Lee, I appreciate you.

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

Tagged With: Weller Collaboration

Hope Yin With Blueprint Coaching

July 21, 2025 by Jacob Lapera

High Velocity Radio
High Velocity Radio
Hope Yin With Blueprint Coaching
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Hope Yin is an award-winning Tech Executive who has become a Coach, Speaker, and Advocate for Women in Tech. She partners with global companies and executives to elevate their leadership presence, foster team cultures, and drive business growth.

As a sought-after speaker, she has inspired over 10,000 individuals, including at the world’s largest conference for Women in Computing. Her mission is to support women leaders to elevate their power, expand their potential, and amplify their legacy.

As an ICF PCC-certified Executive Coach, Founder & Owner of Blueprint Coaching, she works with women tech leaders to overcome challenges, build powerful personal brands, and achieve strategic career success.

With a proven track record at two Fortune 200 companies, Hope’s journey from immigrant to established tech executive has given her unique insights and strategies for supporting others.

She holds three M.S. degrees in Engineering.

Connect with Hope on LinkedIn.

What You’ll Learn in This Episode

  • What made Hope leap from a technology executive in a Fortune 200 company to an entrepreneur
  • The challengesHope faced as an entrepreneur initially
  • What ramped up Hope’s coaching and speaking business
  • How Hope is adopting AI in her business flow

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

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

Lee Kantor: Lee Kantor hear another episode of High Velocity Radio in. This is going to be a good one. Today on the show, we have Hope Yin, who is the Founder of Blueprint Coaching. Welcome, Hope.

Hope Yin: Hi Lee, it’s a pleasure to be here with you.

Lee Kantor: Well, I am so excited to learn what you’re up to. Please share a little bit about Blueprint Coaching. How you serving folks?

Hope Yin: Hi. So I have been working in technology for my whole career for almost three decades. What I found is that it’s very difficult for women in technology to get promoted and to get recognized. And so I retired from my corporate job last year and working on blueprint coaching full time. My mission is to import to support a million women in tech, to get promoted, to step up into leadership roles, to help them elevate their power.

Lee Kantor: Now, when you were in the corporate world, were you doing mentoring and coaching at that point?

Hope Yin: Yes, I was doing a lot of mentoring. I also being mentored by my own mentors. So I truly value the importance of having someone who can guide you, who can share their experiences. But coaching is more than mentoring and we can talk a little more. What’s the difference about coaching in the next step of being able to transform lives? Which which is really what I love.

Lee Kantor: Now, was it a difficult transition to go from being in the corporate world to now being an entrepreneur as a coach and this, you know, building your own practice.

Hope Yin: I wouldn’t say it’s difficult, but I also wouldn’t say it’s just a smooth sailing. I feel that for me, because I made the decision myself. I choose to do that transition. I have been working on my coaching business for the last 4 or 5 years. Four of the years were part time and the last year was full time. So there was a ramp. It wasn’t just all of a sudden I quit my job and I’m doing coaching. Um, so there was transition, but I also think that I already made up my mind. I am prepared mentally. I know that what I love to be had for corporate. I was an executive in technology with high pay, high title and global team that I was managing and then transitioned to the As a solopreneur, I know there will be vast difference, but I was prepared.

Lee Kantor: Now, did something happen in the corporate world? That was the trigger that got you thinking that maybe I should be looking at towards an exit and then, uh, kind of pursuing this, uh, kind of redirect into coaching now.

Hope Yin: Um, if I wanted, I can continue to climb the corporate ladder. It was more of many years of thinking what I want to leave behind. I knew that more than a decade ago. I want to pay back to the community. I want to share my experience. I want to share what I have learned in my career journey. I didn’t know what that venue would be until five years ago when I went to the coaching school. All of a sudden I found the vehicle. So once I found a vehicle, like I mentioned, I was doing that part time. The more I do that, the more I realize how satisfied it is to change another person’s life through coaching. So eventually, I just made the leap and jump into coaching full time. And also, if you think about technology, it’s just a tool, right? Technology for me. I love technology, by the way. I it’s a tool for me to serve other people too. It’s a tool for me to serve the customers. I worked in financial services. It’s a tool for me to serve the everyday people, how they use the banking applications to do their daily work. Really. But coaching is my vehicle to change another person’s life for me. And I’m more than myself. I’m more than my family, my community. I want to impact more lives and to contribute to the happiness of their journey.

Lee Kantor: So do you find that a lot of your clients are also looking for change in this manner, to live a more purposeful life and leave a lasting legacy for sure.

Hope Yin: I wouldn’t say that maybe they’re already thinking about a legacy per se, because if you think about legacy, truly, um, I think it takes determination. It takes planning to to make that shift. A lot of people struggling in corporate world. I don’t know whether you know this or not, but, uh, the corporate world work isn’t easy. Technology changes all the time. Geopolitical, uh, unstable stability, the, um, natural disasters. All of that together, right? The companies want people to do more with less. The pace of change is faster and faster. Master AI is here, so there’s a lot of changes. And plus we don’t have great leaders in companies. I wouldn’t say we don’t have any. We don’t have enough. The leaders in the company determines the culture, determines the environment, whether it’s a toxic or it’s pleasant. A lot of people are struggling with how can I do more with lives? How can I keep up with the trend? How can I have a great relationship with my managers? How can I get the promotions that I deserve? So I coach a lot of people on that.

Lee Kantor: So in your opinion, what are some qualities of a great leader?

Hope Yin: Oh, uh, it’s very hard to say what kind of leader is a great leader, but there are some commonalities, right? Commonality would be a leader need to be competent that they have, uh, confidence to solve problems when there is a difficult decision need to be made and they have the courage to say, I talked to this person, this person and this person, and in the end, I believe this is the decision we need to make and this is the direction we need to go. But there are times that the decision may be incorrect or wrong. Then the leader will have the courage to say, oops, we made a wrong decision, let’s correct the course. And the other trait would be communication. A lot of people believe that as a leader, as long as I’m capable that I would be fine. And that’s not enough. Communication is such a dynamic skill, depending on who you are talking with, whether you’re talking to your team, even your team, maybe someone is, um, they love communication. Uh, more, um, caring. The other one would be to tell me what I do. Right? We’re we’re dynamic people. So to be able to communicate to different stakeholders and telling them your vision and telling them where you’re going and what’s in it for them. It’s a great skill that leaders need to grasp. And there are other trades as well. For example empathy. Do you care about your team? Do you care about your customers? Do you think about your customer’s experience and other traits like this decision making. We talked about also prioritization. There’s so many things we can do. But why are we doing this? Why are we not doing the others? What’s the impact that we’re going to create? How can we do less but create bigger impacts? All of those agree to leaders choice.

Lee Kantor: Now when you’re working with your clients, I’m sure a lot of them would like to become great leaders. What is the kind of the challenge that they’re coming to you for? Are they coming to you at a certain that something happened that triggered them coming to you, or are they frustrated or they they didn’t get the promotion they wanted? Like, what is that reason that a person kind of reaches out and connects with you in blueprint coaching.

Hope Yin: All of the ABA League. And, you know, great leaders are always great learners, and they know that in order for them to continually lead bigger teams or bigger success, they need to develop themselves, their leaders, that they may not have a lot of struggle at work, but they want to be better, right? They want to be the next level executives, and they’re just looking for ways to continue to improve themselves. If you think about whether you’re a leader in corporate or your parent at home, we’re a leader. In that case, how can we have a better relationship with our stakeholders in the corporate. How can we be better parent to our children? I have two children myself. It’s absolutely a journey for me to know about myself, to know about my children, to learn new techniques, how to communicate with my children, to know that how to influence instead of instructing because people do not like instructions, right? They want you to care about them. How do you show that to them but also influence them to the direction of we believe, you know, great leaders need to do this, not that.

Lee Kantor: Now, you mentioned the transition from corporate to entrepreneur. Has your actual transition into this full time role as an entrepreneur? Is role modeling that behavior? Has that impacted your home life, your children?

Hope Yin: Um, I would say that certainly allowed them to have the freedom to know that, um, when I was retired, I was 52. It’s too early for people to retire from corporate, right? So I absolutely believe that I gave them the role model. Um, at any age, you can choose the life you want to build. And so I, my children, they are all high achievers, high performing. They know what they want. One of them is actually fighting the wildlife fire, uh, in Canada and now in Oregon. So they know that they have the power to choose the life they want.

Lee Kantor: And then by you role modeling these two different examples and thriving in each one of them, that shows them a path and that it’s achievable.

Hope Yin: That’s absolutely right. And, uh, if I talk about my personal life, I was a single mother for more than a decade, and even that at the time of divorce, I told my children that I’m a Chinese American and divorce is not a common everyday thing. So. But I told them, I said, look, I choose to do this because it’s good for me, it’s good for you. And whenever you don’t feel that you need to stay in a relationship, you have the power to get out of it.

Lee Kantor: That’s great advice. And then you’re actually kind of living into those words and showing them that it’s difficult, but it’s possible. And if you work hard and you, um, kind of just keep focused on the goals, then you can achieve pretty much anything you say your mind to.

Hope Yin: That’s exactly true. And by the way, I got remarried to my current husband and he is amazing. Wonderful. So sometimes I think about all the adversary that I went through, all the hardship I went through. Build another life in a different country. Um, I wouldn’t change a thing. Because if I did, then I don’t have the life that I love right now.

Lee Kantor: That’s right. Um, now, when you’re. Do you have advice for maybe some people out there that are doing the same transition you did from corporate to coaching? Is there some do’s and don’ts when you’re trying to ramp up your coaching and your your speaking business? Are there some things that you’ve learned along the way that might help other people? Um, kind of build the same practice that you have?

Hope Yin: Sure. I can certainly share what I have learned, but I also know that we are on our own journey, right? When I was first starting my business, I observe other coaches, how they develop their business. Uh, I think this is being said again and again. Coaching or speaking, it’s a business. So if you only say, I just love coaching, I just love speaking. Well, that’s not enough. You have to think about how can you create a business that’s a continuous. So since day one, I didn’t do this alone. I had always have a business partner doing this with me. And I also connect with other platforms that they have the members like tens of thousands of members, but they need coaches. So I don’t believe that in this world that we can do things alone. You know, there is a popular, um, proverb is if you want to go faster, do it along. If you want to go far, do it together. I tend to do that too. If you want to do fast, go fast. Do it together. If you want to go far, do it together. Basically, the world is changing so much. A one person’s ability is not enough to do big things.

Hope Yin: And for me, coaching and speaking is more of a legacy. Of course, money is good. I want more money, right? I want money to support my family. I want to money. I want money to donate, donate to the nonprofit causes that I care about. But it’s not all about money. It’s it’s a plus. It’s a money. And I want to change lives. I want to support other people’s. So if you think about that way, I feel that it’s going to give you more power to push through any obstacles you may face. On the other hand, I also believe that if you think business is lonely, then it is. But I never felt that way because the mindset of even in the corporate. I never work alone. I work with team. I work with stakeholders. So similarly I apply those leadership skills into developing my business. So in summary, I would say that be prepared is going to be different. And also be prepared that there is a things that you may not like to do. Like marketing, like developing client base like create a continuous business. But those are the things that you may have to do to continue coaching and speaking as a business.

Lee Kantor: So how did you, um, find the right partners? Uh, because I’m with you, I believe with the right partner, you can do anything. But how did you kind of choose which partners to work with? Um, in your case.

Hope Yin: Yes. I think it is so important what kind of people we bring into our life. Um, I feel that I have the ability to discern who is the type of partner that I want to work with. So the person I partner with, she’s actually the one who brought me into coaching school, and we went through coaching school together. We learned together, we transformed it together, and we learned from each other. How do we collaborate and what do we mean by certain things? How do we communicate? We have different styles of working. How do we complement each other instead of conflicting? When we have a conflict, how do we manage the conflicts? All of that is a part of a learning process. So I think for people look for partner partnership, they have to be clear on. Um, do we have the same goal? My partner and I had the same goal. We want to impact our lives. We want to change the world We care about equality and equity. So if you have the large goals aligned and then the remaining is more tactical, right? It’s like we may have different styles, but how can we complement it with each other?

Lee Kantor: Now you mentioned, um, kind of the ability to handle distractions and to handle the different types of things that are thrown at you. In today’s world, we’re hearing a lot about AI. Have you been able to adopt AI at all in your business? And maybe you can share a little bit about how others can benefit from it?

Hope Yin: For sure, not only adopt AI, I also have a lecture, uh, signature talk, talking about how speakers and coaches and pretty much anyone, how can they adopt AI in their daily life? I have been using AI since the early release type Tuesday, November 2022. I believe lost time. Um, so for the last few years I have been adopting different kind of AI tools, for example, and you and I just use the scheduling tool, right? If you’re not using scheduling tool, if you’re still sending email back and forth, that’s the old school. Uh, AI tools can help you to just save time in that case. And because I’m a code and speaker so I need to do research, I need to create a new content, uh, PowerPoint, all of that. I use AI tools, for example, perplexity. It’s a great tool for research, and it gives you a lot of, uh, links that you can do deep dive. It will also ask you any follow up questions that you may have. And when I do content creation, I use Google Gemini or ChatGPT, OpenAI or Microsoft Copilot. So it’s just different kind of vehicles. You can choose your own. And in the past, before I. I always struggle with video editing because I don’t have the patience and the ability to do that. Now, I can do that when I have a long form podcast or workshop that’s recorded or YouTube videos, I just drop in a link in Opus Club. It automatically create 30 a short and attractive short video for me. That’s lovely. I don’t have to do anything right. So all of those I can help us. So why not use the tool to be to make us to do, to be more productive, creative and only do the things that we enjoy?

Lee Kantor: Now, is there a story you can share about working with a client that illustrates the impact you can make with somebody? Don’t name the name of the client, but maybe share the challenge they had when they started working with you, and how you were able to help them get to a new level.

Hope Yin: Yeah, so there’s so many of them. Uh, a recent one is, uh, a person was looking for a job, as you know, right now. The job in technology is not that rosy. It’s pretty tough. People companies are laying off of people. And so when I was coaching them, they were a little concerned. They were not confident about finding that job. So I went through the coaching session. Mainly. I was trying to get them confident about their own accomplishments. Accomplishments. I asked them to list out their accomplishment using numbers. What’s the impact of who you work with? What did you deliver? And in the end, they were able to find a very good job and match the way their expertise. That’s just one simple example. I have a lot on my website about my clients, how coaching helped them.

Lee Kantor: So if somebody wants to learn more, what is the website? What is the best way to connect with you?

Hope Yin: Yeah, the best way. Would it be? Through my website I have a connect with me button. The website is blueprint-coaching.com.

Lee Kantor: Blueprint blue print-coaching.com.

Hope Yin: Thank you Lee.

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

Hope Yin: Thank you Lee.

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

Tagged With: Blueprint Coaching, Hope Yin

John Mecum With Cellairis

July 21, 2025 by Jacob Lapera

High Velocity Radio
High Velocity Radio
John Mecum With Cellairis
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John Mecum brings nearly five years of hands‑on experience in supply chain, operations, and sales coordination to his role at Cellairis. His strong background includes two years as a Salesforce Administrator, where he mastered optimizing CRM systems to drive efficiency and customer satisfaction.

At Cellairis, based just north of Atlanta, he spearheads global sales efforts for the CyberSystem, an innovative suite of educational solutions built for modern classrooms. He recently represented the company at ISTELive 25, where Cellairis won the prestigious “Best of Show” award for the Cyber Pouch.

There, he connected with numerous education leaders, administrators, and tech innovators. He earned his education from Kennesaw State University, and actively promotes technology solutions that help schools balance digital safety, academic focus, and student wellbeing.

In every interaction, he highlights how a Georgia‑grown company with 25 years of accessory experience is now shaping educational tech nationwide—helping schools stay connected, secure, and distraction‑free.

Connect with John on LinkedIn.

What You’ll Learn in This Episode

  • Tackling Tech Distractions in the Classroom: The Purpose Behind the CyberSystem
  • Sales and Adoption Strategy: How School Systems Are Implementing the CyberSystem
  • Responding to Cell Phone Bans in Georgia Schools: How the CyberSystem Aligns with Local Policies
  • Showcasing Innovation on the National Stage: Cellairis Wins “Best of Show” at ISTELive 2
  • The Future of Cellairis: Expanding Beyond Accessories into Smart Solutions

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

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

Lee Kantor: Lee Kantor hear another episode of High Velocity Radio in. This is going to be a good one. Today on this show, we have John Mecum. He’s the global sales coordinator with Cellairis. Welcome.

John Mecum: Oh, I’m so happy to be here. Thank you so much for having me.

Lee Kantor: Well, for folks who aren’t familiar, tell us a little bit about Cellairis. How are you serving folks?

John Mecum: Absolutely. So Solaris has been in the mobility space for 25 years now. We actually just celebrated our 25th anniversary. Um, what started out in retail spaces as a, uh, repair focused organization, um, specializing in anything repair wise for mobile devices has expanded to a variety of solutions, um related to Mobility, um, in a variety of uh, verticals and industries that have really grown to serve us as partnerships that have allowed us to grow as an enterprise.

Lee Kantor: So we’re here to talk about, uh, cyber system. Do you mind sharing a little bit of an overview of Cyber System, what it is and how it helps folks?

John Mecum: Oh, absolutely. And really, what the cyber system is, is a response to a huge problem that we’re seeing across the entire country. It’s evident in legislation, and you’ve seen over 30 states in the entire country start to enact these, uh, laws. And what we are trying to do is give an opportunity to schools, educators and parents to have a solution that, you know, meets their needs. Um, what the cyber system is, is a all around solution that is designed to reduce the distractions in classrooms that are caused by cell phones. Um, everyone knows that, you know, kids have had exposure to these devices really since birth at this age. Um, it’s really one of the first generations where they’ve been exposed to that kind of, um, stimulation, really, since, you know, they’re the time of an infant infant and, uh, you know, with all of the great strides and education and information that can come with that exposure to technology, I think at some point you need to figure out a way to regulate it. And one place we are seeing the need for that regulation is in the classroom.

Lee Kantor: So, um, how is this happening in the you I’ve heard a lot in the media about, um, you know, trying to take the phones away from the kids, but is it done in a way like I’ve been to, uh, comedy shows and they’ll kind of give, take your phone and give you a pouch, and you put it in the pouch. And then at the end of the show, they unlock the pouch and give you your phone back. Is it done in a similar manner?

John Mecum: So one of the important, uh, differentiators that that we provide as opposed to other solutions on the market. And you’re totally right, as there’s other solutions out there that will aim to restrict phone usage by method of locking the phone away. And one of our taglines with our solution is, you know, we we don’t lock, we only block. And one of the great things about the the cyber system and the cyber pouch specifically, which is really at the heart of the system, is the fact that our technology blocks all incoming and outgoing signals. So that means when a mobile device is secured within our cyber pouch, it’s it’s completely blocked from receiving any type of notifications, phone calls, everything from Instagram, text messages, what have you. And the great thing about that is, you know, we have all of these other devices that are interconnected throughout our day, whether it be smartwatches, uh, AirPods, what have you. And when a phone is inside of a cyber pouch, It is instantly disconnected from all of these other, uh, sources of connectivity, rendering them completely useless.

Lee Kantor: So that means, like, if you have a watch that’s connected to your phone, you’re not going to be getting kind of the notifications on the watch if the phone is being blocked.

John Mecum: Exactly. And that’s one of the things that we’re super proud of, that I believe other solutions can’t necessarily promote as much because they don’t they don’t block any signal. All they’re really doing is taking the phone away, which, you know, to me, at the heart, you know, signals, uh, a, uh, underlying sense of, of mistrust between between faculty and students and students will find ways around it. They will find ways to break the the pouches open if they’re under a lock. Um, you know, they’re incredibly crafty. And a big part of our, uh, mission here is, is, as I said, not not to lock the pouches away. So we actually have them secured in a Velcro. Um, you know, uh, top that that, you know, if necessary, can be opened. It provides that accessibility to the students. Um, it is incredibly loud. So there is an audio indicator, uh, to to the faculty and to the educator. Uh, so there’s not really any way to quietly open the pouch and access the phone. But what we have done is provided a sense of accessibility that in the event there’s some type of emergency, some type of, uh, you know, reason where a child would need to let their parent know that they’re safe or just communicate with them. Uh, they have that opportunity. It’s really a collaboration with the faculty as to, you know, where the pouches are going to end up. Will they remain with the students? Will they go to a designated, uh, housing area, which we also have a solution for now?

Lee Kantor: Are you seeing this as something that’s a fad, or is this something that’s going to kind of To be the just norm. Moving forward.

John Mecum: Now, I think, you know, for the first few years, there’s definitely been, uh, you know, more of a push towards phone free environments. And I think it’s been recognized by some as a, as a pattern and a trend that will pick up steam. And what we’ve seen over the last year or so, and specifically in the last six months, is a just complete overhaul of legislation, state by state, that is, is addressing this problem through a mandate that districts are going to have to create a policy that either bans or restricts phone usage. And you’ve seen it happen in over 30 states already, and there are some that are swiftly following behind with their own bills in place. And what that’s doing is, is forcing these districts to come up with a policy because they’re giving them a timeline, but they’re not necessarily explaining how to do it or any solutions that are available to them and resources. And what we want to do is help these these educators do what they do best, teach with minimal extra steps. Because what’s happening is, you know, superintendents, um, you know, already have a lot of responsibility. And boards are giving these responsibilities to tech directors and people who already have their own jobs and and things they have to take care of and, and are given this deadline to solve an issue.

John Mecum: And, you know, they may only have so many options in front of them at a time. And what we want to do is just get the word out that our solution, you know, we think is tip top because it’s based on the feedback we’ve received to people who have been going through this problem for some time. There are a lot of states who have gotten ahead of this issue with their own policies, and maybe the state is just now starting to enact the legislation we’ve seen recently in states like Texas, Florida, Georgia, um, have enacted their own cell phone restrictions that are, you know, explaining to districts, hey, you have till this date to create a policy and then don’t really give them much else in terms of, of resources to do so. Um, so we want to help unlock that for them, whether it be, uh, a different solutions that are available to them, um, access to funding, whatever we can do to help promote these. Uh, teachers have a distraction free environment with minimal steps required.

Lee Kantor: Now, have they done research to see if this really does create that distraction free environment that improves test scores and things like that? Has it been correlated to any improvement in outcomes?

John Mecum: Yeah, and I think there’s a lot of studies out there that can speak to individual cases of districts who have seen these benefits. But I think over time you’re really going to see a huge shift as as we adjust from, you know, being such a technologically independent society, especially the young people, into finding that balance where we’re promoting engagement and, you know, not only focusing on the negative aspects of having these devices in our hands, but also the positive benefits that can come from it, whether it be mental health and wellbeing, uh, better social engagement, things that aren’t necessarily as quantifiable as test scores.

Lee Kantor: Now, you mentioned that I guess it starts at the state level. They, um, they put a law in that say that we want it to be a distraction free environment. Um, is that how it starts? Like there’s some sort of, uh, a state, um, regulation put in place?

John Mecum: Yes. So we’ve seen it happen in a couple of different ways, but but where a bill is signed, um, is usually where, where we’ve seen the most movement happen. And usually it’s because state funding starts to get involved. Uh, whether it’s a matter of getting access to it or losing it. Uh, we’ve also seen instances where, you know, a governor may may want to just address this issue and, and puts out an executive order. We’ve seen that happen in New York with, with Governor Hochul. And and it just immediately gets the wheels turning. But it doesn’t always give these districts the amount of time that they need to find a solution that works for them. Some districts are ahead of the curve with it, and they found solutions that may work for them. Some districts, you know, it’s the Wild West out there, and they’ve been storing phones in Ziploc bags or, or the shoe holders that you put over doors. It’s just the problem is you can’t necessarily write a shoe holder into policy. And so what we want to do is not dictate a district’s policy, but offer them a tool and a solution that they can use to enforce and enact their own.

Lee Kantor: But this requires them to kind of, um, put put funds towards the initiative, like, because can’t they just say that your kids can’t bring their phone to school.

John Mecum: Yeah, but there’s there’s going to be. You know, in today’s day and age, there’s always going to be pushback. There’s a demand for accessibility. And parents just cannot allow that. I think in a lot of cases, you know, and and I think the point is that the children aren’t being exposed to that type of stimulation. But how can we find a balance in, uh, you know, instead of finding ways to restrict, how can we find ways to promote the development of healthy mobile device habits?

Lee Kantor: So that’s, um, so there’s a push, I guess, to allow them to have the phones but not have access to the phones while teaching is taking place, because is your solution, one where they just drop the phone off at the in the morning and then pick it up in the afternoon? Or is this something that they can have it in between classes, like where where does it begin and end?

John Mecum: So I think it really depends. And what’s unique about this solution is, you know, every classroom, uh, situation is going to act a little bit differently. They’re all going to be nuanced in different ways. Children learn differently in classrooms operate differently. What we want to be is a is a tool that functions and fits into any kind of scenario. You know, maybe for some scenarios, the the students are able to keep the the pouch on their backpack or next to their desk for easy access. We’ve seen instances like that come up in high schools and different situations where there’s a little bit more dependance and accessibility and trust involved in access to to these devices. Now, in middle school, maybe there’s a situation where students come into the class and they take their pouch and put it in a designated area, whether that be a locker, whether that be in the front of the classroom, in the teacher’s desk area, or at the solution we have provided, which is called the cyber Stand, which is a designated housing area for the cyber pouches. It has 28 color coded numbered hooks that can be utilized as a visual identifier of.

John Mecum: If the pouch is, you know, accessible. If if the phone is actually inside of it. And so, you know, one situation could be, you know, the students come into the classroom. Phone goes into the pouch, pouch goes onto the hook, and they don’t retrieve it until the end of the class period. There are some classes at younger ages where they stay in the same classroom for the entire day, but it still allows that accessibility in the event of an emergency. It minimizes the amount of steps that a teacher has to take to get these phones out of the student’s hands, and then redistribute them at the end of the day, because, you know, there’s only so many hours in a day and minutes in an hour that a student that a teacher has to work with these students. What we don’t want to do is add more time to that with with the allocation and distribution of phones, whether it be into a locker or what have you. But we have to find some way to address this issue.

Lee Kantor: So recently you were, uh, this device was named Best of Show. Can you talk a little bit about how that came about?

John Mecum: Oh, absolutely. We were over at Estey Estey conference in San Antonio, which was a fantastic time. We had a wonderful experience there. Got to build a lot of new, incredible relationships in regards to technology and education. And while we were there, we were having an incredible time speaking about the the cyber pouch and and evangelizing it and really trying to get the word out about this kind of solution. And in that, we ended up being awarded a Best in show from Tech and Learning. Um, we were incredibly honored to receive that because we think it really speaks to not just the work we’ve done on this solution, but the need that is present, that is present around the country right now, whether it be from parents, educators, what have you to address this problem? And we’re just thankful that with the amount of attention that issue is getting, that we have a platform to provide a solution that may be able to help people.

Lee Kantor: Now, how does the cyber system fit into kind of the overarching strategy of Solaris? Um, because you mentioned Solaris started out as you know, I’m going to fix your cell phone business and their work. I guess kiosk and locations around the world are doing just that. How does this kind of offering fit into that world? Do the people in the local locations, you know, have the opportunity to sell this into their local school systems, or is this done in a different manner?

John Mecum: So we we work with distribution. Um, we work with specific distribution channels to provide access to our cyber system. Um, specifically TD Synnex. We have a great relationship with, uh, we do a lot of our, uh, you know, providing of products and solutions, uh, for a variety of, of verticals. Uh, as I had mentioned, Solaris started in retail spaces has since expanded far beyond that to provide customized solutions to a variety of industries, whether it be healthcare, uh, transportation, education, um, as we see here. And a lot of those partnerships we’ve developed over the last 25 years have given us, uh, outlets to provide new solutions. Uh, for instance, we were provided, you know, we were notified a little over a year ago of this growing epidemic by one of our partners, uh, that is occurring with cell phones. And it immediately was a call to action. And so as we’ve grown through the enterprise channel over the last, you know, say probably 10 or 15 years as we’ve made that transition. It’s really important to provide new solutions and not just get stuck in the same pattern. You know, we grow. And as this company has grown with the integration of technology into things like education and just our day to day life, it’s important to find solutions that, you know, help us regulate and help us navigate without, you know, being overexposed to these things. You know, Solaris has provided solutions for different restaurants, different customized cases. You’ll see our cases in every Chili’s in the country. Uh, based on our relationship with Brinker International. And so we we cover a variety of, of spaces. Uh, what we want to do is help provide solutions. And when it comes to mobile devices, you know, and how ingrained they are into our way of life, there’s a lot of opportunity to do that. And this is just another step in us trying to, you know, provide that type of, you know, connectivity, uh, even if it involves a little bit of connectivity for a little while now.

Lee Kantor: What do you need more of? How can we help you? Are you just trying to kind of educate the public on, hey, there’s a solution for, uh, this type of handling distractions in the classroom and cyber systems is one of those solutions. Are you looking to get more partners? Uh, what do you need more of?

John Mecum: Yeah, absolutely. I think, uh, what’s really important for us right now is getting the word out. There is only so much time that districts have to make their decisions on solutions, and there are only so many mouths that we we have to speak and and, you know, it’s really important that we can get the word out about this solution as much as possible because we think, you know, in a even playing field, uh, you know, our solution stands head and shoulders above all else. We think we provide one that, you know, really appease appeases the needs of not only educators, but parents and students who demand that type of accessibility in this day and age. Uh, you know, what’s important for us is just, you know, knowledge of not only this problem, but what solutions are available and the benefits of exploring those. So, you know, the more you know, eyes we can get on this product, you know, we’re always looking for more partnerships, more reseller opportunities. Um, and we would love to speak with folks about it. You can go to my cyber.com or email cyber system at Solaris. Com. For more information on this solution we’d be more than happy to talk with anyone about it. It’s really exciting. Um, and there really aren’t. Uh, you know, it’s it’s it’s incredible to see just how many people are really, you know, jumping to. To get on top of this issue. And it’s exciting to see when you have a solution that you’re able to provide and and ease that pain for folks, it makes selling really easy.

Lee Kantor: So, John, oh, one more time. The website for my cyber system is my cyber system.com and Solaris c e I s com.

John Mecum: That is correct. My cyber.com is where you’re going to want to go for more information. And then cyber system at Solaris. Com is where you’ll want to email if you want to know more.

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

John Mecum: I really appreciate you having me on.

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

Tagged With: Cellairis, John Mecum

Sherry Essig With Flow Dynamix LLC

July 21, 2025 by Jacob Lapera

High Velocity Radio
High Velocity Radio
Sherry Essig With Flow Dynamix LLC
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Sherry Essig is an executive and life coach with 25 years of experience helping clients who are no longer willing to settle for success or happiness—they want both. She approaches her work with the understanding that we are all unique, imperfect, and complex, which is why there’s no one-size-fits-all blueprint.

Instead, the key is aligning who you are with what you do and how you do it. While the details differ for each person, one truth holds across the board: it’s absolutely possible to be successful without sacrificing your happiness—or pretending to be someone you’re not.

Before launching her coaching practice, Flow Dynamix, Sherry spent 20 years in public accounting the corporate world, and as a consultant working with mid-sized to large companies. She holds a Professional Certified Coach (PCC) credential through the International Coaching Federation and is an accredited Enneagram Practitioner.

She blends her extensive business background with tools and perspectives ranging from coaching methodology and a creative use of metrics to yoga principles and positive psychology—sprinkled with a healthy dose of humor. This unique mix helps her clients expand their capacity for awareness, change, growth, resilience, and boldness.

She’s also the co-host of The Perfectly Imperfect Journey podcast.

Connect with Sherry on LinkedIn.

What You’ll Learn in This Episode

  • Leadership of Self
  • Sherry’s journey from public accounting and the financial services industry to becoming an executive and life coach
  • Personal development is professional development
  • The way you live your day is the way you live your life

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

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

Lee Kantor: Lee Kantor hear another episode of High Velocity Radio and this is going to be a good one. Today on the show, we have Sheri Essig. She’s an Executive and a Life Coach with Flow Dynamix. Welcome.

Sherry Essig: Thank you. I’m so happy to be here.

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

Sherry Essig: So I have been coaching for, oh my gosh, over 25 years now. And I work with clients who are really ready to create success and happiness without compromising who they are. I really believe you don’t have to trade one off for the other.

Lee Kantor: So what’s your backstory? How did you get involved with coaching?

Sherry Essig: So it’s a somewhat of a winding road. I can tell it in a way that sounds like a lovely, well-planned, very linear journey. But of course, most of us don’t have journeys like that. So I began my career in public accounting, and from public accounting I went into the financial services industry. And while I always really liked the people I worked with and I liked the work well enough, I was always had this feeling of, I want to do work that I really, really love. And at some point in my professional journey, I ended up relocating from LA. I am from Southern California. I’ve been working in LA since college and had an opportunity to work for a company in DC, and it turned out I wasn’t a great cultural fit with the company. I was pretty miserable. And that really was this moment of confluence with my best friend was dying from Aids at the same time, and I had just this huge moment of, wow, I do not want to. I don’t want to wake up when I am 70 years old and realize I never really had the guts to figure out what I wanted to do. So I was spending a lot of time with him at the end of his life, and there was just this moment where it struck me that he was really down to his very, very last choice in life, which was whether to end his treatments or keep hanging on. And I just had this moment of recognition of I was not really acknowledging that I had lots of choices and I had a choice to make. And so I made the decision to start really aggressively saving money and take a six month sabbatical and figure out what I wanted to do with my life.

Lee Kantor: Now, when you were on that sabbatical and you were deciding what were some of the other things you were considering in addition to coaching?

Sherry Essig: Well, a funny thing happened, which was I really never ended up taking the sabbatical, I gave notice I left before I had even completed the notice I had given at work. I had a call from somebody at my prior employer in LA asking if I would come back. They would relocate me back to California, which sounded like a dream come true. Except I knew deep down inside that if I went back there, I loved the people. I would never have the oomph to figure this out. And so I said, no, it’s the hardest know of my life. And he asked if I would consider doing some consulting. And I said, yeah, and I have this really, really smart friend that also just left to take a sabbatical. And he’s like, great. And so my friend Karen and I kind of stumbled into being self-employed and having a consulting practice, which was really ironic because we’re both huge planners. And so the fact I stumbled into being self-employed still continues to amaze me all this time later. And we had have this wonderful consulting practice for little over five years. And I had this moment we were presenting to a client. It was a big financial services company. They were really happy. And I had this moment of, I’m really, really glad they’re happy. I want our clients to be, like, very pleased with the work we’re delivering. And this still is not what I am super excited about. This isn’t the impact I want to have on the world. And so it was really at that point that I said to my business partner, I, I want to take a step back. Um, maybe we could think about either doing less work or I do less work with you and choose in the same place. And so that really is when the self-exploration began, was a little over five years after I initially set out to take a sabbatical.

Sherry Essig: And through that process, what I really discovered was I really like having an impact on an individual. I went through this really amazing program called the Highlands Program. It was a very small group program at the time. It could only be led by therapists, and we did this exercise that was around. What were your favorite favorite days as you think back on your professional life? And I realized that my favorite days were really never about the kind of the core of my work. It would be when someone would come into my office and say, hey, can I just talk to you about something? And half the time I would be just shaking my head on. I don’t even know that person that well. Like, I don’t know why they wanted to come talk to me. And then when I was consulting, we would have clients who would say to me, can I put you on retainer or separate from the project? It’s really helpful to me when I talk things through with you. And I remember standing up in this small group and saying, well, this is all well and good, but how do you make a living? Like just talking to people and they’re just happened to be somebody in there. It was very early on in the coaching profession who said, well, that sounds like coaching. And of course my reaction was sports. And he’s like, no, no, no, there’s this whole field of professional coaching now. And he had a friend who lived in the area, connected me with her, and I discovered coaching. And as I started researching it, I just felt like I think this might be the thing.

Lee Kantor: So you had never been coached before?

Sherry Essig: No, I had never. I didn’t even know the industry existed. This was in like 1996, 97, maybe.

Lee Kantor: So at that point, coaching was either for the top performers or for remedial, like if somebody needed to be fixed.

Sherry Essig: Exactly. Exactly. It was just starting to be a thing. And. But you’re absolutely right. It was for the very, very, very senior executives had always had some kind of external advisor that like, ultimately became executive coaches. But like I said, my first reaction when he said coach was, sports like that doesn’t even make any sense to me.

Lee Kantor: Right? It’s kind of ironic that in sports, like almost every sport, there’s coaching is built in and nobody thinks twice about it. But in business it was like a it took a while for it to get some legs.

Sherry Essig: Right. It did. It took quite a long time. That wouldn’t happen now. Now I can just say to somebody, I’m a coach and they know exactly what I’m talking about.

Lee Kantor: Right? Right. But back then it was it was not the same. So are you seeing it in your practice? Are you seeing coaching kind of going to all levels or it’s still primarily mid to upper management that it gets involved in coaching?

Sherry Essig: Um, I don’t know that I have a great benchmark for that because I work with clients that come to me as individuals. Sometimes their companies are paying for it, but I don’t come in through the company. And so having said that, just being in the industry and knowing lots of HR people, it’s definitely goes deeper into companies than it used to. It’s one thing that I think has dramatically changed is it’s not seen as remedial anymore.

Lee Kantor: Right? I think that’s that’s over with. Uh, hopefully. Um, but maybe maybe not like with private equity boards or things like that that have plugged people in or they just acquired a company, maybe they use it in that regard, uh, to get the alignment they need or the culture they want.

Sherry Essig: Yeah, I think that’s true. Again, that’s not my area of expertise, but I do think that happens. And I don’t think of that as remedial at all. That’s really more on helping people navigate a new culture, right. Or bringing disparate teams together. And so But I haven’t. I haven’t heard for a while of giving somebody a coach because they’re failing.

Lee Kantor: Right. Yeah. Like fix Bob that that’s not happening. That’s not happening.

Sherry Essig: Exactly.

Lee Kantor: So now when you’re working with people, how are people finding you? Is it just kind of word of mouth?

Sherry Essig: At this point, it’s very word of mouth. It’s either one of my clients will refer somebody or somebody I know will refer somebody. And sometimes it’s actually someone I know will reach out and say, hey, I’ve got this going on. Can we talk about a coaching engagement?

Lee Kantor: And that’s interesting as well, because at some point some people, um, aren’t bragging about needing help in areas. Um, like a lot of people who have personal trainers or coaches, they don’t, you know, kind of lead with that. They they don’t want people to know they’re getting help on the side.

Sherry Essig: Yeah. I don’t really see that anymore. I. I don’t. Let me. Let me say that a little bit differently. I don’t quite see it that way anymore. I think that we culturally have evolved to asking for help is not a bad thing. I think people will still individually struggle with, oh God, I hate having to ask for help. But we live in a in a culture, at least here in this country, that’s much more oriented now around self-development.

Lee Kantor: And what part of the country are you working in?

Sherry Essig: I mean, I live in Raleigh, North Carolina. I have clients all over the country.

Lee Kantor: Oh, and then is it industry agnostic, your work?

Sherry Essig: Yes, yes, my work is much more person specific than industry specific.

Lee Kantor: And what’s kind of the challenge that they’re typically coming to you with.

Sherry Essig: So I would say everybody’s details are different, but it normally Involves feeling stuck in some way. The people I work with are used to being. Being able to solve problems and they tend to be successful people. And so it’s a frustrating experience around. I’m just feeling really stuck. And that stuck. Could be anything from. I want to make a career transition to. I am so out of alignment in terms of my time. I am just working all the time and I’m not great at boundaries, and I have a lot of fear about saying no. But if I don’t. If I don’t create a different way of moving through my life, I’m going to get sick, right? Or I am going to miss out on seeing my kids grow up. And so it always comes back to feeling stuck in some way and being really frustrated about not being able to get unstuck.

Lee Kantor: So what are symptoms of stuck?

Sherry Essig: Well, I’ll. I’ll speak to my own personal symptoms. When I feel stuck. I’m frustrated. I’m annoyed. I’m stressed. And I think there’s. I think that’s pretty universal of this sense of I. I keep saying I want to fix this or change this or resolve this, and I’m getting sick of hearing myself still having that same conversation with myself.

Lee Kantor: But how do you differentiate that just from this is just life?

Sherry Essig: Well, it’s a really good question because all of those things are part of life. But a lot of it is how are you navigating it? Are you? So I have a phrase I use. I used it as my tagline for a long time. I had a trademark for a long time, and then I realized I didn’t really need to be paying for the trademark anymore. But I very much believe that the way you live your day is the way you live your life. And I will. I will often have a new client, or if I’m doing a presentation or a program, have people take out a piece of paper and write down five words that describe the way they want to live their life. And so people will write down things like, you know, happy or, um, fulfilled or calm or, you know, just any kind of infinite number of adjectives. And then I’ll have people take out a piece of paper and write down five words or phrases that describe the way you live your day, and they will be things like stressed, harried, frustrated, overwhelmed. And I’ll make the comment that the reality is the way we live our days is the way we live our life. And so I focus a lot on really getting into all the micro choices that we are making day in and day out. And that ranges from everything to mindset to being aware. You’re even making a choice, recognizing that every yes you say is a no to something else.

Sherry Essig: And so are you really being conscious of the tradeoff that you’re making? And is that the tradeoff you want to make? Some of it is. Looking at the stories you tell yourself. I worked way too much in my corporate life, and it wasn’t at all because I thought I was indispensable. It was that I’d look around and see that something needed to be done, and nobody else was doing it. And I had the script of, well, if nobody else is going to do it, I have to do it. When that was me making that up. And so we all make just a bazillion choices every single day. And a lot of times we’re not even aware. And I think it’s those micro choices that impact our life the most, right? It’s not the choice around should I move? Should I take a new job? Uh, should I, um, start dating this person? Those we tend to make with some consciousness. But it’s the. It’s everything from the way I choose to spend my time and how I choose to interact with people and the mindset I choose to hold. And I think when you really look at that all of a sudden, first of all, we have a lot more agency around that and feel a lot more like, okay, I can control this, I can control that. And it starts to spill out into feeling a lot less stuck.

Lee Kantor: Now, do you find that a lot of it is just what people are paying attention to. Like they’re not focusing maybe on all of the things that they should be grateful for, and they’re focusing on the things that are irritating them. Like you mentioned earlier, like they’re saying I’m stressed. I’m, you know, I’m anxious. Whatever the the issue is when you’re asking them to describe their day, but how they’d like to live is more in, you know, gratitude and appreciating things, but they’re just not paying it. Like good things are happening throughout the day. They’re just not seeing that, and they’re just putting attention into the things that are stressing them out.

Sherry Essig: Right, absolutely. I mean, it’s it’s it’s really hard to pay attention to everything all at once unless you are really mindful of saying, okay, I’m feeling really frustrated. Let me think about why am I feeling so frustrated? And I think gratitude is such a powerful skill and to be able to take a look at something like that and say, well, let me think for a moment what might what might be some of the good things happening right now. I don’t think that means that being grateful for everything means you might not have some legitimate frustrations. But if all you’re focusing on is the things that don’t feel like they’re working, that is part of what makes it really hard to to move forward and to get unstuck. So getting unstuck, I do want to say getting unstuck does not always mean dramatic change. For some people it means dramatic change. But it often doesn’t mean dramatic change. It’s often an internal shift or a recognition of I’ll just use boundaries as an example, because a lot of people struggle with it of, wow, I have really been had a lot of fear about saying no or making up a lot of things about what will happen if I don’t agree to this, or if I show up differently than that.

Lee Kantor: Yeah, I think a lot of life is just how you kind of frame things and, you know, like you can say, oh, uh, every day I’m stressed because I was sitting in traffic. Or you can say, wow, I get to sit in traffic and I get to relax and do deep breathing exercises like it’s the same activity. It’s just how you’re framing it.

Sherry Essig: Exactly. And what you’re saying is such a perfect example of being really mindful of the choices you’re making when you’re sitting in that car. Nobody’s making you think about anything a certain way. Right. So you are what you’re describing is you’re choosing to look at it as, oh, I like this transition from X to Y or oh, I’m so annoyed at all these people around me. That’s a choice.

Lee Kantor: Right? Yeah, that’s what I mean. That’s helped me over the years, is just reframing things to something positive instead of just kind of sitting there in stress or anxiety when like you can look at things differently, whether there isn’t one way to see something, right?

Sherry Essig: I have a really good friend who will often say that when when you’re if she’ll use it as a metaphor, that if you’re sitting in traffic or you’re on the freeway and somebody comes flying by and you’re just thinking, oh my God, what a jerk. She said, I go to the assumption of, huh? Maybe that is somebody who just went into labor and couldn’t wait for an ambulance to come, and their partner is flying to the hospital. And that’s such a great example of reframing when in those cases, we’re making it all up anyway, we don’t actually know what’s happening with someone else, right?

Lee Kantor: It’s your own kind of, uh, fantasy.

Sherry Essig: Absolutely.

Lee Kantor: Now, let’s talk a little bit about the podcast, uh, the perfectly imperfect journey. How did that come about?

Sherry Essig: Well, I will often say it is very much a product of the pandemic. So one of my really good friends, in fact, the friend who has the uses as the metaphor, the person is on the way to the hospital to deliver a baby. She and I had been kicking around the idea of doing a podcast for over a year. We we met. She lived in Raleigh. We’re both from California. She moved back to California. We’d done some work together, and we were kicking around ways that we could do something professional together. And we landed on the idea of a podcast. We were both like, that sounds great. Yes, let’s do that. And we were in San Diego on vacation, and we both went home and got busy and didn’t do anything with that. And every so often we’d be like, yeah, we gotta make time to talk about that podcast. And then the pandemic hit and literally the day or the week that we all started sheltering in place. She reached out and said, hey, let’s put a standing time on the calendar to start talking about this podcast. And that was in March of 2020. And initially we we were very enthusiastic. We were very excited. And we were like, we should put a date on the calendar when we’re going to launch, because that’ll give us some structure. I think August, we should be able to launch by August because this was March. Well, we launched in January of 2021. It took a lot longer to really get all the ducks in a row and have some episodes in the tank and, and all the things, and be super clear on what the podcast was going to be about. And we launched in 2021. We dropped an episode every other week and we are actually on sabbatical right now. We’ve been on sabbatical for the last three months, but we and we decided after 108 episodes we just needed to catch our breath. But it it is one of the most fun things I have ever done. And don’t talk about it as past tense. It’s just we needed to catch our breath.

Lee Kantor: So, um, how did your kind of coaching background help you launch something like this?

Sherry Essig: Um, I, I would say I don’t know that it’s the coaching background that helped us launch it. We both have really strong business backgrounds. And so I think having the business backgrounds were really helpful in terms of knowing how to tackle a project and knowing not to bootstrap it ourselves. And, you know, a lot of those things. But where my coaching background and she’s she’s an HR professional really came into play was the whole focus of the podcast, is talking to people about their perfectly imperfect journeys. We very much believe that, like nobody gets a perfect life. And it is often in the hard stuff that we get our most profound and dramatic opportunities for growth and development. And so I think for both of us, our backgrounds really gave us a lot of skills around being able to have those conversations with people and to be able to go really deep with people really quickly.

Lee Kantor: And then what were some of the kind of memorable key learnings you’ve gotten through that, learning about these people in your podcast?

Sherry Essig: Well, in terms of key learnings from our guests, it just it reinforces the incredible resilience of people, the fact that it doesn’t matter what somebody’s life looks like from the outside looking in. Again, no one gets a perfect life. Everybody has a story to share. And I think what we really I mean, we both knew this, but what we were really taught time and time again is that we all have something to learn from each other.

Lee Kantor: Is there a story you can share about your coaching where you that illustrates how you’ve helped somebody get through? Maybe that, uh, place of being stuck to a new level?

Sherry Essig: Uh, sure. Let me just think for a moment. Um.

Lee Kantor: Obviously don’t name the person, but just.

Sherry Essig: No.

Lee Kantor: No, no, no, I.

Sherry Essig: Would never.

Intro: Do.

Lee Kantor: That. That challenge that they were having or the and how they were able to kind of get to a new place.

Sherry Essig: Yeah. Um, so one of one of my clients came to me because she There were a couple of reasons she came to me, one of one of which was just a lot of work stress. And she worked in corporate sales and had been in sales her entire career, and really wanted to figure out how to get better at managing her stress. And at the same time, she was also very interested in a career for when she left corporate that she could start doing well, I could start doing while she was still in corporate, and I’m going to just be vague on the the industry just because I don’t want to give too much information about about a client. Sure. But, um, but she ultimately really had to confront a lot of issues around scarcity and money fears and what Constituted security. And what’s been really exciting is she’s two and a half years now into the career in the industry that she ultimately wanted to go into. She has just been knocking it out of the park, and what’s been super interesting for her is to see how some of the things that she attributed to corporate cultures and, um, not being your own boss and some of those things she’s discovering like, oh, wow, I did a lot of that to myself. And it sees some of the same stuff show up for her when nobody is telling her what to do. Right. She does not have a boss. And and so it’s been just such a privilege to watch her thrive in this and to watch her. So I don’t know that enthusiastic is the right word. I will certainly say I don’t like go tackle my own stuff enthusiastically. But to see how motivated she is to keep stretching and keep growing. She’s got a big, huge goal out there for herself and her recognition that if she really wants that. This is the personal stuff she needs to work through. And this is a good example of why I so deeply believe that personal growth is professional growth. They’re not two different things.

Lee Kantor: And they can live in harmony.

Sherry Essig: Absolutely. I mean, professionally, I mean, there’s a side of professional growth around specific skills or, you know, technical stuff. But the way the kind of leaders we are and the way we navigate in our environments, that’s going to show up no matter what environment we’re in.

Lee Kantor: Good. Good advice. Um, if somebody wants to learn more and connect with you or somebody on the team, what is the website? What’s the best way to connect?

Sherry Essig: Uh, so the website is great. The the website is flow hyphen dynamics. Com dynamics.com. I’m going to guess you’ll have that in the show notes. And or the easiest way to reach out to me is via email email or LinkedIn.

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

Sherry Essig: Well, I appreciate you as well. Thanks so much for having me on.

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

Tagged With: Flow Dynamix, Sherry Essig

Ana Chaud With FiftyPages

July 21, 2025 by Jacob Lapera

High Velocity Radio
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Ana Chaud With FiftyPages
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Ana Chaud is the Co-Founder and COO of FiftyPages and a seasoned entrepreneur with nearly three decades of experience guiding startups and scaling businesses. Born and raised in Brazil, she immigrated to the U.S. at 21 and built a life marked by personal reinvention and professional achievement. From strategic planning and funding to operations and financial modeling, she has worn every hat in the business world—and now, she’s turning her focus to thought leadership, helping others discover fulfillment beyond career success.

Raised in a home that championed female independence, she grew up believing that women could do anything. Yet her life has been a testament to the idea that a singular “calling” isn’t always revealed early on and that meaning and reinvention can occur at any stage.

With a BA in Communications, an MBA in Finance, and a wide range of professional certifications, she combines academic depth with lived experience. Her career journey has reflected constant evolution, with each chapter revealing new possibilities and passions.
Ana’s true zone of genius lies in helping high-achieving individuals reconnect with what matters most.

She is known for turning abstract visions into tangible results guiding clients through transformative moments with clarity, purpose, and action. She is not interested in empty motivation; she is relentlessly focused on helping people make the most of what they have now, chart what comes next, and pursue lives of deeper satisfaction and significance.

Outside of the boardroom, she brings joy and discipline to everything she does. A classically trained ballet dancer and passionate salsa enthusiast, she remains deeply committed to movement, wellness, and vibrant living. She’s also an avid reader, a devoted cook who finds expression through food, and a curious student of human biology and behavior.

Now an empty nester with two college-aged sons, she continues to explore what it means to live fully with freedom, intention, and joy.

Connect with Anna on LinkedIn.

What You’ll Learn in This Episode

  • Success Isn’t Always Fulfillment: Why High-Achieving People Are Redefining What Comes Next

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

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

Lee Kantor: Lee Kantor here. Another episode of High Velocity Radio in this is going to be a good one. Today on the show we have Ana Chaud and she is the Co-founder and CEO of FiftyPages. Welcome.

Ana Chaud: Thank you. Thank you for having me, Lee.

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

Ana Chaud: Yeah. So it’s basically the result of over 30 years working with high performing leaders, mostly founders and CEOs and 50 pages. We created a program that helps high performance, um, create what we call a strategic life design. It’s basically applying the strategic thinking that they put into their businesses, into their personal lives and creating, um, either a life currently or maybe a next chapter in their careers that is a little bit more aligned with what they want. Uh, something that’s more fulfilling, that’s going to bring them more joy and, and just more happiness in general. So that’s what we do.

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

Ana Chaud: Oh, it’s a long back story, but in summary, it’s been over three decades now that I worked one on one with leaders, either as a coach, as a consultant, uh, collaborated and also have been a founder myself and have grown, scaled and sold a few businesses or have been in the founders shoes. And along this journey, what I noticed with my clients is that the majority of them have no problem On hitting business goals, right? They can do whatever they put their mind into. But what I noticed is that that wasn’t the truth in their personal lives. Like, they wouldn’t bring the same passion and same enthusiasm personally. And then a great portion of my clients graduated to that, that part of life where you think, what’s next for me? What am I doing this for? What? How am I going to live the next, you know, 30, 40 years? So it’s time to think what is the next stage in our lives? And a lot of them get really stuck because they don’t know what they want. They spent so much time growing businesses, you know, making sure that they were successful professionally and always thinking that achieving success in your career would eventually bring happiness and fulfillment in personal lives. And it’s not always the case. So when in a few years after the pandemic and after I had sold my business and I went to coach clients. I realized that that was a big stock. It was actually figuring out what they wanted personally, so that they could create a business strategy that would support that personal vision. And and in that, during that process, I met my current business partner, Elliot Weisel. And he had created a fantastic program to take leaders through. And what is today 50 pages. So we decided to join forces and create a comprehensive program that takes leaders into a systematic approach, which is a, you know, a step by step approach to help them design what they want personally, and then they can go back to the business and then create a strategy for the business that’s actually going to support what they want personally.

Lee Kantor: So the people that are open to this kind of thinking and might be ready for the shift, I guess a mindset shift. What what are kind of some of the symptoms? What are some of the clues that, hey, this leader maybe needs, um, kind of a a new game plan for this next stage.

Ana Chaud: Usually it starts with a nudge. Right there is we all come to that point in our lives, I think, after 40. I mean, most of our audience is 40 plus where you are. You are rethinking everything you’ve done. You either going into a new phase of your life, say you kids are grown and now you’re becoming an empty nester, or you have hit a point in your business that you feel like it’s time to exit or you’re approaching the perceived age of retirement, right? If you’re a high exec now, you’re thinking, oh, am I going to retire? So there’s always a trigger point where I need to think what’s next for me? And what we identified with our clients is that the more successful they are, the more they identify what the position that they’re in, and it’s harder for them to let go. Right. There is a piece of, I have this title, or I am the CEO of this company, and in particular for women, because even though I do work with, you know, the general audience, I definitely focus on women leaders because I am one of them. And I’ve been in their shoes more than not. And women in particular get to that point where what’s next for me? But if they have hit a very high position in their careers, it’s a lot harder for a woman to say, oh, I’m just going to, you know, start over. So it’s having the ability to identify that you have a nudge to know what’s next for you and have the courage to try and pursue something that would make you happier. So there is a Venn diagram there of acknowledgment. Feeling that trigger and then wanting to pursue something else new, more exciting perhaps.

Lee Kantor: So the type of coaching you’re doing in this regard is, is more about kind of this next step rather than the nuts and bolts of their business.

Ana Chaud: Correct. I’ve done my 30 years of coaching and advising has been on how to make your current business as successful as possible. I’ve done that left right, you know, up and down. That is not really the big question. I think that making a business successful today is not the biggest challenge. I think the biggest challenge is am I happy and fulfilled in this particular position today? Is this what I want to be doing for the next 30 years? 40. And if so, how do I Well, how do I align with what I’m doing? I think that’s the most important part. So the coaching is the acknowledgment of where I am. I don’t believe anybody has to have a transformation. It’s not like everyone needs to change or it’s not like everyone needs to transform. But I am a firm believer that everyone should be aligned with what they want personally. And if that position, their career, their job, whatever it is they’re going through. If that is aligned with what they want, then that’s fine. Then then that’s a beautiful thing, is just having that awareness that they are where they’re supposed to be.

Lee Kantor: And like you said earlier, like a lot of their identity is wrapped up in what they’re doing. And then to take that step into the kind of an unknown or the next thing is scary for a lot of people because all of a sudden they’re not that CEO anymore, or they or they I guess they in your case, they could be the CEO and do this other thing too. But if they want to align with their purpose, sometimes it means leaving some things behind.

Ana Chaud: That is exactly it. I think that but but, but but more importantly is figuring out what that purpose is. Right. I think a lot of us don’t know. So we we hang on to what we have. And there is also a piece you can’t forget which is not only aligning with the identity. Like if I wake up the next day and it happened to me personally when I sold my business, and when I woke up the next day and I was no longer the founder CEO of my company, there was that moment of like, who am I right now? There is that piece, but there is also a piece that we never talk about with the guilt and shame. A lot of people who achieve high positions in their careers feel like they have better than most people, which is true. And so if they feel a little bit unhappy or dissatisfied, they don’t understand why that’s happening. And there is a guilt that comes with it of feeling, you know, unfulfilled or feeling, um, misaligned. So we also addressed that piece because the identity is easy to see. I think for any leader, it’s easier. It’s easy for them to recognize that they have an attachment to an identity. Right? They they are attached to the position, to the power, to the accomplishments. What are they going to be? But they don’t like to acknowledge that there is a piece of guilt and shame of feeling, um, misaligned or feeling like they’re not what they want to be. So we address that as well. And then what we do is we try to figure out a way that we design what is the the what is the the picture that would make you feel good. And then we create steps towards that that will help them leave the identity, leave the guilt, leave the shame behind, and then get into what they feel. It’s what they want to do.

Lee Kantor: Now you’re talking a lot about entrepreneurs as the, uh, coaching clients that you’ve had. Do you ever work with like executives that maybe are with enterprise organizations and, and they get maybe laid off or something happens late in their career and then they don’t have that cachet they thought they had, like when there was Bob who worked with, you know, IBM. And then he was getting his phone calls returned. But when he’s Bob with Bob’s Consultancy, he’s not getting his phone calls returned. And that kind of, uh, you know, when they get punched in the face with that realization that may be their company was what people were attracted to. Not them as individuals. Uh, then they get into kind of a tailspin. Do you do you work with clients like that?

Ana Chaud: Yeah. As a matter of fact, most of our clients are like that because the the high execs have it. It’s a little different. Right. Because they have to. They put their their heart and soul into their business. And then what you described happens very often. All of a sudden they’re no longer part of that organization. And everything they put into it, it’s not there anymore. This happens as well to to founders. You know, it really does, in particular founders who end up getting acquired more times than not. The original founders CEO gets like, it’s like go or it leaves the company with nothing. It happens very often. So it happens on both sides. But we do work with high execs because that is the one where, um, a lot of times the execs don’t have the same sense of agency that that a founder and entrepreneur does, like a founder entrepreneur. They do have a sense of agency because they realize they created or started a business by choice. So they when they take the consequences, they have a little bit more like, oh, I chose this. And, and then they, they manage or handle that different than a high exec. But we do work with execs, in particular women. Like I said, I do work with the audits, but the, the the executive level for a woman is a lot harder than it is for a man. And I am leaving.

Ana Chaud: And then in particular after 50, which no matter what we say, there is a lot of ageism. A lot of women get pushed out after that age, and it’s much harder for them to find a position, and that is for men after 50. So what we do is, um, we start figuring out really what who they are. You know, they they take everything that they have learned over the years working for that corporation. What are they strengths. What they bring value. And then we define that person. And what is it that they want to be doing based on? That is how we create what’s next for them. But the idea of what we do is that they step into that next chapter without the fear of the unknown, because no matter what we do, there’s always going to be a piece of the outcome that is not controllable, right? Nothing we do can dictate what the outcome is, but what we help is figure out how to react and how to adapt to what that outcome is. And that’s our job is figure that out. And it’s helping them know that they don’t know what that next step is going to be, but they know how to act and react to it as they step through the path that they’re going to go to get to the next, to the next steps. You know what I mean?

Lee Kantor: Yeah. Now, what does the kind of the early conversations when someone is, um, considering working with you? What some of the questions you asked them to make sure they’re the right fit and their, you know, their their mindset is going to be open to this type of, uh, I’m sure, hard questions you’re asking them and challenges so that, you know, to make sure that this is going to get them to where they want to go, what is kind of either the pre work or the early kind of, uh, conversations you have with a potential client.

Ana Chaud: Yeah. So the first thing we start to talk about is, you know, is there a is there a voice. Is there something that they feel that’s missing in their lives? And when I say missing, I’m not talking, oh my gosh, I need a boat or I need another bag I’m talking about. Is there something inside Side that you feel that you’re asking yourself, you know, is this what I’m here to do or do? I love what I’m doing. That’s one of the things we ask. Another thing that we identify is if you’re having a feeling of burnout. Burnout is a big indicator that somebody is not doing or is not aligned with what they want to be. Because what’s happening is when you do something and you don’t feel energized by it, that’s when the feeling of burnout comes in because you have no nothing else to give. So burnout is something that people describe it a lot. Another thing that they feel is this, uh, sense of over commitment. And, uh, so when when we’re having the first conversation and we’re talking, I start to identify based on what their struggles are. So I say, I ask, you know, what keeps you up at night? Or give me an idea of what your day to day is like. And based on these answers, what we identify is there’s a lot of over commitment, right? You’re going from one thing to the next, to the next, to the next.

Ana Chaud: And that over commitment becomes the reason why they don’t promote self-care. So if somebody doesn’t promote self-care and they say, I don’t have time, I don’t do this, I have to do this. I have to do this. There’s always a reason. That is where you notice that what they’re doing is, is that they are putting themselves into this hamster wheel that prevents them from actually promoting self-care. So that’s over commitment, over scheduling. Um, another symptom we notice a lot is working. It’s like having a default life, right? I have to do this because I have to pay for my kids education, because I have to pay a mortgage, because I have to pay a car. So when you feel like you have the sense of obligation and you’re doing what you’re supposed to do. That is another sign that there is misalignment. So those are things that we pick up when we have a conversation. And we know somebody has basically checked all the boxes of success. Right. They they either succeed in their career. They they have material things that they always wanted to. So they they fit all the boxes of success. But there’s still the sense of fulfillment. That’s when we identify that.

Lee Kantor: So what is some piece of advice or some, um, action that a person could take right now if they’re feeling kind of stuck like that? Is there something that they can do today, right now, after listening to this, that could maybe give them a glimmer of what it could be?

Ana Chaud: Yes. I think it always starts with acknowledgment. It really is accepting the feeling. So first thing that I would recommend is if you have a discomfort, if something is not feeling right, don’t try to find a reason right away. Right. I’m not feeling happy. Oh, it’s because I didn’t sleep last night. Oh, I’m not feeling this. Oh, it’s because I did this. So I used to stay with that and then and then start tracking when it comes. So the first thing is acknowledging that you have a discomfort, whatever the discomfort is. And then once you acknowledge it is actually name it. I am feeling depressed or I’m sad today and then start to notice what’s causing it. Is the sadness coming? Like every Sunday night I don’t want to go to work. Is the sadness coming? Every time that I have to step into a board meeting is that is, do I have anxiety? Start to notice what is it? And then once you start to do that, you start to name it. Then you have something a little bit more concrete to work on, because if you you can’t change something that you don’t know exist. And if every time I get anxiety I reach for a pill, then I’m not really fixing. What I’m doing is I’m getting anxiety. I reach for a pill, I feel better, I step to the boardroom. But if I know that going to the boardroom is giving me anxiety, if I know that every time that I have to, I don’t know.

Ana Chaud: Look at my financial statements. I’m getting so tense and I don’t want to do it. You start to realize that there is a misalignment. So one thing that I, that I suggest my clients will do is take inventory on the activities of the day, what gives them energy and what sucks energy out of them. And it can be super simple, just taking a piece of paper and writing down and say, you know, I’m having a meeting today, and after the meeting, did I get energized about it? Did it get drained? Like, if I have to do and read financial reports, do I get energized or have you start to you start to take inventory of how your energy is either replenished or drained during the day. That’s a huge indicator of alignment and misalignment when you’re aligned. If you energize more than you don’t. So that is one big thing that anybody can do. Any time of the day is just take it a week and then analyze it. All the things you do. They give you energy and all the things that you do. They don’t they don’t give you energy. That’s one. That’s one practical step. Another practical step I can give to if you want to thank you, is to share, of course, one thing that I also give a tip to my clients is this you take a piece of paper and you write down all the areas of your life.

Ana Chaud: Just do columns of your life. So for example, your, your health or and that’s one column and then you have finances is another column. Your relationship with your spouse partner boyfriend girlfriend, whatever. It’s another column. If your spiritual your spirituality, your time. So what you do is you make these columns and the first thing you do is you rate them. Okay. How do I feel that from 0 to 10 that I am with my health and I say it’s a seven. And then with my finances it’s a eight, I just rank it. And after I do, I go into each column and I think, what would it be for me to rank as a ten? Why didn’t I rank, not rank my health as a ten? And then I list 2 or 3 things that I didn’t rank, you know that I didn’t know that I don’t have, that. I if I had those things, I would rank as a ten. It could be maybe I’m 10 pounds lighter, maybe I can, you know, run ten miles, whatever it is that I believe that if I had these things, I would have ranked eight at a time. Once you do that, what you’re doing is you’re identifying the gaps in each area of your life that are preventing you from saying, I have ten across the board, but what’s and then those give you practical things to work on.

Ana Chaud: But most importantly, is that what he does? He gives you the perspective of which area of your life needs more attention at that particular point in time. This is very Keeley, because people talk the word balance a lot. Balanced. Balanced, balanced. There is no balance. There is harmony. Why do I say that? Balance means you have to give equal weight to each piece of your life. If I balance work in life, I have to have equal on both sides, and that’s never going to happen because at different points of your life You’re going to have to give more attention to certain things. If I have kids in college, I have to give more attention to my finances at this particular time of my life because I need to pay for, you know, tuition. If I have if I’m going through a health, um, struggle, maybe I need to give more attention to my health right now, but maybe not two years from now. So when you know where you need to give more attention, it allows you to give more, um, energy towards that part of your life. And then once that part is taken care of, then you’re taking inventory again. And and then what you do is you find harmony and you make sure that everything is working in unison. That usually brings a lot more fulfillment and health to people in general.

Lee Kantor: That’s a brilliant, um, analysis. And I think harmony is such a better word than balance. I think you’re just right on the the money there. That is that is just just that sentence alone is a mindset shift for a lot of people. I mean, that was brilliant that that.

Ana Chaud: Thank you.

Lee Kantor: Thank you. Now, um, what exactly does the the program entail? Is this something that’s one on one coaching? Is a group coaching like what’s included when somebody signs up for the 50 pages, um, kind of, uh, experience.

Ana Chaud: Yeah. So it’s it’s six weeks and it’s one on one. Um, and usually one on one, either with me or with Elliot. And we guide our, our clients through the process. So each week we go through a different module. And, and there is a community, a community of peers that are usually in the same, you know, they’re going through the same struggles and they connect. Once in a while we could we do some group calls just for people can connect. And also So once we go through the program, which is six weeks, but the program is six meetings, each ideally will be six weeks, but usually people have ten weeks to complete. So obviously if you don’t, if you cannot make a week, it doesn’t mean that you’re not going to do it. But we do go through a very structured step by step. And at the end of the program, um, our clients come out with a very with a solid roadmap of what they need to do to, you know, to get to the picture that they designed. We come up with a picture of what they want in the next three years. Then we come and then we bring it to the 12 months, and then we break it down into quarters of what they need to do each quarter to get to the 12 month goals and then to the three year goals. And then after they complete the six weeks, we have a 12 month quarterly support where we have every three months, we have group calls where everybody comes in and we talk about, you know, how are they progressing on their goals on whatever they were set out to do. So that’s what the programing tells at this point. We have, you know, a series of there’s a lot of like thinking and deep, deep self-discovery. And so we do that one on one to allow this, this, this time and attention that they need to get to that place that they have to go in order to bring up the things that they need to bring in order to move forward.

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

Ana Chaud: Yeah. So they can either go to our website right now is being redone, but they can still go there and see what the program is about. It’s called 50 pages Dot life. So it’s just the word 50, the word pages about life because we’re we try to bring this idea to your life. It’s your story. You know, you write it, but you know. Always connect with me on LinkedIn, too. I am, you know, we’re very approachable. It’s very much we do this because we really want to change, uh, to make a bigger impact in people’s lives and particularly the leaders, because we believe in the ripple effect. Right. If we can change one leader by default, we’re changing so many other lives that they touch. And I think that’s important for us. So yeah, so connecting with me on LinkedIn on a child is great or we have social pages, but everything is 50 pages life.

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

Ana Chaud: Thank you. Thank you so much. It was a pleasure to talk to you.

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

Tagged With: Ana Chaud, FiftyPages

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