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Ral T West With Ral West Livin’ the Dream

May 19, 2025 by Jacob Lapera

High Velocity Radio
High Velocity Radio
Ral T West With Ral West Livin' the Dream
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Ral West is a Visionary Business Leader and Systemization Expert, who employs her 4+ decades of entrepreneurial experience and her passion for business in her newest endeavor: “Ral West Livin’ The Dream”. She teaches entrepreneurs how to be the owner rather than operator of their business, so they can have a successful business and live the life they deserve.

She has an online course and a Mastermind program. She and her husband have founded several businesses, one notably achieving 8 digits in annual revenue before being acquired by Alaska Airlines in 2008. She has invaluable experience in scaling businesses and mastering the art of effective systemization. She honed her business acumen with real life experience.

She is a master at the practical implementation of business theories to create effective processes that transform businesses and multiply success. A respected figure in the tourism industry and multifamily real estate circles, she has been a guest speaker on numerous podcasts and has authored courses.

Ral and her husband live in Alaska and Hawaii when they are not jet-setting on their worldwide travel adventures.

Connect with Ral on LinkedIn and Facebook.

What You’ll Learn In This Episode

  • 6 Principles for Lasting Business Success;
  • How to organize your business to create personal freedom;
  • How delighting your customers boosts your success;
  • The Entrepreneurial Mindset;
  • Build your business to support your life goals, not the other way around

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 Ral West, who is the owner of Ral West Livin’ the Dream. Welcome.

Speaker3: Hi, how are you?

Lee Kantor: I am doing well. I am so excited to learn what you’re up to. Tell us about Raul West. Living the dream. How you serving, folks?

Speaker3: Okay, well, I am using my 40 plus years of entrepreneurial experience to teach business owners how to be the owner of their business and not the operator. You know, get out of the day to day and step back and work on your business instead of in it, so that you can have some freedom and enjoy your life.

Lee Kantor: Now, in your experience, you find that most entrepreneurs just get on this hamster wheel of just kind of doing the work, doing the work, doing the work, and they never really kind of maximize their efforts and their talents and delegate a lot of the activities.

Speaker3: I yeah, I would say that many entrepreneurs, too many are doing that. I certainly did a couple of decades ago, and I was pretty exhausted and miserable. So I want to teach any entrepreneur that’s doing that where they think they have to do it all, and they can’t let go of any of the tasks. I need to teach them how, how not to do that so that they can actually enjoy life and get sleep and have some self-care and spend time with their family and that kind of thing.

Lee Kantor: So what was that moment in your life where you said, enough is enough? There has to be a better way. Let me learn some systems and processes that can help make my life easier.

Speaker3: Yeah, well, it was over 30 years ago, and I had a young daughter, and, you know, she was having to do her homework and eat dinner at the office because we we were working late just about every night. And, and the diet consisted of like McDonald’s and pizza and Chinese and, you know, any kind of takeout. And I realized this was not healthy. I mean, I was certainly not healthy. I was overweight and out of shape. And, you know, I was starting to feel the, the stress and the the toll that that was taking on me and on my relationship with my husband and all of that. So, yes, something had to change. It was not sustainable. So I started learning. I went back to college, I started reading books. I got recommendations from our mentor who was Robert Kiyosaki, and this was before he wrote Rich Dad, Poor Dad. He told us to pick up a book called The E-myth by Michael Gerber and that kind of, you know, saved our life. So it goes back that far.

Lee Kantor: Now, can you share a little bit for folks who aren’t familiar with the E-myth. I read that as well when I was younger, but I don’t know if you know this current generation is that fluent in in the terminology that he was using. But can you share a little bit about some of the basic principles that he was espousing?

Speaker3: Yeah. You bet. And actually he’s done many versions of that book since then. He’s he is updating and keeping current so you can still find it out there. And there’s e-myth for contractors and E-myth for, you know, all kinds of different lines of work. And basically what he says is that the, the e in the e-myth is entrepreneur. And he says that the people become entrepreneurs because they have this grandiose idea that they know, they know how to do it all, and they’re going to have this wonderful life and freedom. They don’t have to do what anybody else tells them to do. And then they find that, you know, doing the particular craft or talent that they had is not enough. They also need to know how to manage, and they need to have wear all the hats in a business like marketing and finance and operations and the things that maybe they weren’t having to do if they were just doing their particular craft, you know, whether it’s plumbing, accounting, law or whatever. And that you you need to be able to take care of all aspects of your business and step back and be the manager.

Speaker3: And then in order to grow the company, you need to duplicate yourself. You need to be able to teach others how you do things. So that means you need to document your processes and your procedures so that you can have the same outcome no matter who’s doing it. Um, he used the example of McDonald’s, where it doesn’t matter where on the planet you walk into a McDonald’s, your Big Mac is going to taste the same. And that’s because they have fine tuned their procedures right down to the number of seconds that the burger is on the grill at such and such a temperature and so forth. So it is so finely tuned and finely defined that, you know it’s the same all the time, and that’s what you need to do in your business and create those systems and document all of the processes and your procedures and your rules and your guidelines and so forth, so that you can duplicate everything and step back, and then you can start it all over again and, you know, open up another location if you want, or you can just sit back and enjoy your life a little bit.

Lee Kantor: Now, is that kind of the first step that if anybody who’s out there, maybe solopreneurs or business coaches out there listening. Is it something that the first step is this kind of documentation of all of the processes that you’re doing currently, that at some point you got to write everything down? There’s no way around that. If you really want to delegate or you want to scale.

Speaker3: Yes. And of course, nowadays you can just do a Vimeo, you know, or a loom or something. You don’t have to write it. You could speak it into a video and and but basically you have to document it in some way. Um, if you want consistency and if you want your customers to be served the same way over and over again so that their expectations are always being met. Yes, yes, you have to be able to duplicate that that excellent product over and over and over again and don’t leave it to chance. So it starts with it’s documenting what you do. And then also you have to take a look at what you’re doing and see how you’re spending your time. You know how many of your tasks that make up your day are a small, repetitive tasks that someone else could do, or that you could find automation to do it for you? Something to gain some leverage so that you can save time. And that’s that’s very important. And I do that in my personal life as well as in my business. You know, you don’t want to be bogged down by minutia.

Lee Kantor: Now, what do you tell the entrepreneur out there that’s saying, well, that sounds good if I was making hamburgers, but I’m a consultant, you know, like people, I’m getting paid to be creative and problem solving and critical thinking. I don’t have it’s difficult for me to write down how to answer every possible scenario that could exist in order for me to delegate this kind of skill.

Speaker3: Well, sure, you’ve got some things that are, you know, intellectual property type of talent and, you know, you you might not be able to take everything out of your brain and duplicate that. But there are some things that are like the same questions or the same issues that come up over and over again. And you can certainly document that and create some guidelines, um, create some frameworks that you can use to teach and, and help your clients. Um, I think that there’s many ways that you can organize your, your knowledge and your information, And I do remember, you know, we had a business with about 50 employees, and I was in charge of the marketing department, among other departments. But, um, there was a point in time where my marketing team asked me, how did you know that it was the right time to increase our spending in advertising? And it took me back because I didn’t know how. I knew it was instinctive. It’s just like you’re saying, you know, if you’re a consultant, there’s some things that you just know they’re in your brain. And so this was something that was just in my brain. But I had to to be very intentional and conscious about trying to figure out what my thought process was that could guide me to make that decision. And I finally was able to break it down to the metrics that needed to be watched and that if, uh, sales data, for example, showed that there was a decline over a period of like three days, you know, reducing sales calls for three days. Ah, that’s a trigger. Now you need to increase your advertising to to pump up your business. So there are some things that you can document and systematize.

Lee Kantor: Now part of your, uh, title I guess is visionary business leader and systemization expert. Um, when did you go from having your own business that was your business to coaching other people and helping other people, uh, learn from all that you accomplished in your career?

Speaker3: Well, for years and years, I’ve been helping other businesses to grow and to scale. Um, not that I did it for a living or, you know, as a business. Um, but I’ve helped others, you know, ten-x their business by following my advice. And it was just a couple of years ago that it was suggested to me that I actually teach people how to have the kind of life that we have, because not only am I good at systematizing businesses, I’m good at systematizing our life and we’re able to live the dream. We travel all the time. We have two homes, we have a yacht, we still manage several businesses. And you know, it all seems to go very easily and people can’t can’t grasp how I can keep so many balls in the air and still be able to have all of this free time and enjoy my life. So that’s when I decided that, you know, maybe it’s time for me to, uh, give back and use my 40 plus years of experience to help other people.

Lee Kantor: So when you decided to get into this type of coaching and helping other people, business as a business, what were some of the things you did to launch and get the escape velocity that’s needed for any successful business?

Speaker3: Well, the first thing I did was I, I do what what I tell people to do, which is to design the business around your lifestyle, not the other way around. I want my business to to support me in the way I want to live. So I opted not to do one on one coaching because that kind of ties me down and demands an awful lot of my time. So I wanted to use leverage. So I decided to create an online course where I could teach many people and do the course once, record it and have it available online, and then anybody can take advantage of it at any time. So that was one thing. And then I have hired coaches and mentors to help me get my products out there, and have guided me as to what are the next steps. And I’ve been advised my next step should be to start a mastermind. So that’s what I’m doing right now. And the mastermind will be a small group of entrepreneurs who are running a seven and eight figure businesses where they’re too much involved in the operations and need help getting out of that day to day and stepping back so that they can And work on their business and become the owner rather than the operator.

Lee Kantor: So at what point did you develop these six principles for lasting business success? Was this at the beginning? And this was what kind of is the foundation that the all the entire business is built around?

Speaker3: Yes. Um, so two years ago when I started this, I had to take some time to sift through my 40 plus years of memory and determine what were the things that set us apart. Why was our business so successful? Why were we able to grow it to eight digits in revenue and sell it to Alaska Airlines? And why were we able to go on and create other multimillion dollar businesses after that? What were the tools? And, you know, I call them my principles. So I, I determined that there were six. And and those are the six principles that are the foundation of my course. And also, I believe, the foundation of any business that wants to be successful for the long term and be able to be operated with an owner versus an operator. And so I yes, those those six principles have been employed by us for decades. But I just pulled them out, identified them, and created a framework around them. And as I said, I’ve gotten mentors and guides to help me figure out how to do that. And, you know, personal branding is something that’s, you know, relatively new. So I had to learn how to get online, how to use social media, how to put my name out there, you know, website, YouTube channel, all these things that are so new to me because that was not part of our, our business formula before.

Lee Kantor: Do you mind sharing some of the principles?

Speaker3: I would be happy to. Uh, the first principle is systems. You know, you have to create the systems. The second principle is to track your data. Measure and track your performance and create reports so that you always know what your KPIs are and make sure that you’re measuring the right KPIs. Um, then there’s, um, leverage. You know, many ways to use leverage. One of them being education and others are learning how to delegate properly. There’s an art to delegating. Um, so anytime you delegate, that’s giving yourself leverage. Using automation is a form of leverage. And social media is a form of leverage. Getting getting your word out to many people with relatively little effort. And then there’s creating your culture, creating a very intentional culture that it just absolutely is imbued throughout your organization and is communicated to your customers and to your community. And the next is your team. You have to nurture your team, empower your team. Give them the authority and the ability to to operate, you know, on their own and do what needs to be done and give them guidelines. So you need to keep all of these things going and they’re all in conjunction with each other. And then that’s principle number five. Number six is customer service. And you want to have the ability to delight your customers, not just serve them well. I mean that’s good. That’s important. But if you delight your customers, you’re going to have customers who keep coming back over and over and who refer other people to you. And that’s really a key to lasting business success. And then you rinse and reuse all of these principles. They are not a set it and forget it. You have to keep working them. They’re like a six legged stool. And if you let any of those six legs get too short or not pay enough attention, your whole organization is wobbly. So you need to pay attention over time to all six principles.

Lee Kantor: Yeah, I think that, um, delighting your customers is one of those things that a lot of entrepreneurs fall short in. They they spend so much energy in trying to get a client and doing whatever they have to do to attract and and get that client that once they have the client, they kind of move on to the next client, and they don’t invest the time and resources to really surprise and delight their existing customers. And I think that’s an untapped opportunity for growth for a lot of business owners.

Speaker3: I believe yes, absolutely. And, you know, it’s not just entrepreneurs. There’s large corporations that are really missing the boat on that too. How many of us, as customers, uh, feel frustrated, uh, and annoyed by the way we are treated by some of these large corporations? So, yes, they all could use a little lessons in delighting their customers.

Lee Kantor: Now, what are the symptoms that an entrepreneur is having? Uh, that might be a signal that, Hey, I got to get in touch with Ralph.

Speaker3: Oh, uh, working too many hours, not having time for your family. Not having time for yourself. Being exhausted, uh, feeling like you want to grow the business, but you just can’t because there’s only one of you and only so many hours to go around. And, you know, if you’re feeling kind of stuck, um, that’s a good sign that you. You need me to help you get over that, because oftentimes the, the, the business owner who’s involved in the operations becomes the roadblock to growth because too many of the decisions and too many of the problem solving, uh, needs are going through that person instead of being handled by the team. So if you’re in that position, please reach out to me. I can help you. You don’t have to go through the agony that I went through. I can help you.

Lee Kantor: Now, is there a story you can share that maybe illustrates how this can work for somebody? You don’t have to name the client, but maybe, uh, explain the situation they were in and how you were able to help them get to a new level.

Speaker3: Well, sure. I mean, obviously, we did it for ourselves, um, in our own business, um, and, and were able to step away from the day to day operations and, and hand things over to a COO and a CFO. And then many years later, we sold the business to Alaska Airlines. But I’ve also helped, like another business, a small business, um, who the business owner was working, you know, like, around the clock. We couldn’t go out to dinner with this person without her taking several phone calls during dinner, because she just had to be doing it all herself. She wasn’t using any kind of team, and, uh, she wasn’t able to to, like, take a break, go away for a weekend or anything because she had to stay glued to that business. And so we started teaching her how to document her systems, how to create systems, how to use technology, and and how to how to onboard a team member, and in such a way that she felt confident that they could take care of her customers the same way that she would. And we explained to her how, you know, you need to create like a manual and outline all of the the guidelines, all of the processes, all of your, um, you know, your rules and how to how to handle a customer that has an issue, what do you do for them? And all of these things? She gradually started to employ them. And then over a period of about, oh, I’d say about ten years, she annexed her business and now she’s able to take month long vacations.

Lee Kantor: Wow. I mean, the impact is real, you know, that’s it sounds, in some ways simple. Oh, just systematize, delegate it. Just for a lot of entrepreneurs, that’s a big ask.

Speaker3: Well, yeah. And I’ve heard a lot of people say, well, I don’t have time to write down what I do. I don’t have time to, to create this system. And my response is, well, if you don’t take the time now, you’re never going to have the time for yourself in the future. You you have to invest the time now so that you can reap the benefits of that later.

Lee Kantor: And amen to that. Amen to that. Well, if somebody wants to learn more or have more substantive conversation with you or somebody on the team, um, or get into one of these masterminds or take the course, what is the website? What’s the best way to connect?

Speaker3: It’s very easy. If you know my name, you know how to find me. It’s Rahel West. So the website is Rahel West.com. You can find me on LinkedIn under Rahel West, a YouTube channel, Rahel West. And any of those, uh, have ways to reach me. And on LinkedIn, I have a weekly newsletter that you can subscribe to. It’s free. And every week there’s tons of information. Every week, of course, is a different topic. And there are actionable strategies for you to use in your business right now. And also on my website, there’s a lot of podcasts like this one that I have done guest appearances on, and they’re all available there and on YouTube to watch and learn. So yes, and please do sign up for my mastermind. I would love to to have a bright, ambitious entrepreneur come on board and and have me help create the life that they really want.

Lee Kantor: And that’s real West r w e m.

Speaker3: Yes. Thank you.

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

Speaker3: Well thank you Lee.

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

Tagged With: Ral T West, Ral West Livin' the Dream

Liz Wolfe With Liz Wolfe Coaching

May 13, 2025 by Jacob Lapera

High Velocity Radio
High Velocity Radio
Liz Wolfe With Liz Wolfe Coaching
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Liz Wolfe is a seasoned business coach, author, and speaker at Liz Wolfe Coaching who coaches entrepreneurs to get unstuck so that they can launch and grow an abundant business.

With over two decades of experience, she has empowered people with her three-part coaching system starting with a clear vision coupled with purposeful action, and removing hidden barriers to get breakthrough results for her clients.

She got her entrepreneurial start growing up on a sheep farm in Western Pennsylvania with her mother and two sisters. They built a cottage industry making and selling woolen items, which helped Liz develop her public speaking and selling skills. Later she moved to NYC, where she used those skills to create a successful computer consulting business with her husband, Jon.

Eventually she transitioned out of the technology business to apply her experience in a more interpersonal context, helping business owners to develop an abundance mindset.

She says that one of her greatest accomplishments is staying married to her husband for 25 years while running a business with him. They have two wonderful children. Always eager to get in front of a crowd, she also runs bluegrass jams in New York City.

Connect with Liz on LinkedIn and Facebook.

What You’ll Learn In This Episode

  • Three Keys to an Abundant Business (Ask Powerfully, Give Wholeheartedly, Receive Graciously)
  • Procrastination/resistance, mindset issues and how they relate to the style of running a business

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 Liz Wolfe, who is with Liz Wolfe Coaching. Welcome.

Liz Wolfe: Thank you so much. I appreciate you having me on.

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

Liz Wolfe: I’m a business coach. I’m based in New York City. And what I do is I coach new entrepreneurs, mostly, mostly new entrepreneurs, to get unstuck so that they can launch and grow an abundant business.

Lee Kantor: So they at go, they’re stuck. Is that is that a yellow flag right at the beginning?

Liz Wolfe: Yeah. People get unstuck. Uh, meaning they’re stuck because they say, ah, man, I always wanted to be an entrepreneur. I don’t know how to do it or I’m too afraid. Or they say, you know, I have this really awesome idea. Or they say, somebody came to me and said, hey, you want to participate in whatever it is and they don’t know how to proceed. Their, their their mindset takes over. They get afraid. They did it once before and it didn’t work last time. It’s like the fourth time trying. So there’s all kinds of ways that people can get hung up.

Lee Kantor: So it really strikes me that I didn’t realize that they would have these issues at the beginning. I would think the beginning is where all the energy and the momentum is.

Liz Wolfe: Well, and that’s can be another part of it. Of course, you could have had a bunch of momentum and really be excited to do it and then had a few failures along the way. So when I say launch and grow an abundant business from, you know, as new entrepreneurs, um, that could be anybody who’s literally doesn’t even know what they want to do, they just want to quit their job, and they just hate their job and don’t want to do that anymore. To somebody that’s even been in their business for maybe three years, and they have tried a few things and it’s very frustrating. You know, they did a lot of free coaching or they tried different products or whatever that is. So there’s a certain amount of quote unquote new entrepreneurs, somebody from like, let’s call it 0 to 3 years.

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

Liz Wolfe: Well, my backpack story is that I had a crazy mother in a good way. No, I grew up on a sheep farm. When I was five years old, my mother said, I don’t want to live in the city anymore. And she had zero experience being a farmer. But she moved us out to what became known as the Wolf Family Sheep farm. And that’s right. My last name is Wolf and we were on a sheep farm. Was great marketing for the day. Wolves in sheep’s the game, but we really had to figure out what resources we had and for survival, you know, for money. We had these sheep so we would make products, we would spin wool, we would sell the lamb meat, we would go to festivals. We would take the sheep with us to these downtown Pittsburgh and share them on the spot. There was many ways in which we had to be innovative and creative, and really use our skills to create products that we would turn into money. And so I grew up in an environment that was that all the time. So I the first thing I did out of college was I said, well, I don’t want to get a job, so let me go do this.

Liz Wolfe: And what I did was I opened a store that was selling those products. Now I’m in my you know, it was 22 at the time. The fact was, it wasn’t that authentic for me. I was really doing it to help my mother. And so I was doing it in Connecticut. She was in Pittsburgh. Anyway, it didn’t it didn’t work out. But, you know, every good business coach has to have a good big failure in their past, right? So you can look and go, well, I saw what didn’t work. So let’s figure out what would work. And one of those was developing skills. I became a computer consultant selling CRM systems. Love to help small businesses. I really only realized later, oh, look at all the skills I had that I didn’t know I had, right? So often we overlook those skills that we have because we didn’t learn them in school or something. And it turned out that I had a knack for helping people because I had been through that experience myself, having my own business now 28 years. And my biggest accomplishment is I’ve been married to my husband the whole time I’ve been partners with him in the business. So here we are.

Lee Kantor: And so together you’re doing coaching as well.

Liz Wolfe: He actually still sells the CRM software. It’s called maximizer. It’s a great small business CRM system. Everybody’s heard of Salesforce, but not everybody wants to spend the money on it. So that was a that was a turning point in our business where I said, well, I don’t really want to do the technology anymore. You know, in the 90s, it was really like I’m always reminded of a story I read about the when penicillin was invented, it was incredibly effective. Like you could administer it to people and animals and it would instantly, you know, within 24 hours, get better. Of course, that doesn’t happen anymore. But that was what CRM and technology was like in the 90s. People you don’t you don’t realize that people like, had no idea how to use how how to take their paper systems and put it into a technology. Technological solution. A system that didn’t exist. And still to this day, some people don’t do it, but it’s much more run of the mill now. Everybody knows how to use Excel or whatever. They use Monday.com or something. So but he continues to sell to mostly to financial advisors. That is the the market that’s really well suited for that particular software. And I just got tired of the tech. I just got bored with it. It was fun when it was fun, and it’s more fun to work directly with people.

Lee Kantor: So now in your work, when you’re working with these entrepreneurs that are at some level of stuck. You mentioned something earlier that I’d like to get into a little bit, that you didn’t realize all the skills you had when you were an entrepreneur. You know, at age five, you know, making a wool toy for a kid at a festival. Um, can you talk a little bit about how, like if our listeners says, oh, yeah, you know, I don’t know if I believe that, like, is there a way to kind of audit yourself and to come up with maybe some of the hidden skills you have? Are there some questions you ask, uh, your coaching clients in order to help them discover maybe some of these, uh, little pots of gold they might have just within themselves?

Liz Wolfe: Yes, absolutely. So one of the I believe a myth of entrepreneurship is that you have to be a certain level of, of respected expert or have credibility. And it is true that you it’s important in the beginning to build credibility so that people see you as a credible expert. However, it doesn’t mean you have to have a PhD, or it doesn’t mean that you have to even get certified to be a coach. It doesn’t mean that you need 20 years in the business. What it means is that you look at your own strengths, and this is the part I think that gets overlooked quite a bit, which is everybody always says, well, what’s the problem that you can solve for people? And you don’t have to have any years of experience if you can solve it for them after just doing it for one year. That’s that’s not the point. You don’t have to have your PhD, but that falls flat for me. This. What what problem do you have? What problem do people have that you can solve? I add to that, what problem do people have that you care about solving for them? Because if you don’t care about solving it, then it’s not going to inspire you to get better at solving it. You’re just going to be like, that’s the way, you know? After a while. I used to love teaching people how to use Excel because it’s a kind of complicated program, and it’s really cool when you learn it. After a while, I didn’t care about solving that problem for people anymore. Got got wrote. So everybody has their own personal perspective on what that problem is. And if you care about solving it, you have a perspective on the best way to solve it. And so that is what I think people should really leverage is yes, their skills, their experience, but also their in their their inspiration to help solve that problem.

Lee Kantor: So to kind of, um, like transfer some of your passionate, uh, your passion with your skills and your enthusiasm to solve a problem is more important, I guess, mentally, than just having the ability to solve the problem.

Liz Wolfe: Yes. And through that, you’ll have the incentive to figure out how to solve the problem for the person.

Lee Kantor: Right? Because everything is more aligned.

Liz Wolfe: Yes, absolutely. And I just think people are smarter than they think they are. They’re better than they think they are. They have more experience than they think. And I, I mean, sure, people will come to me and say, well, let’s put it this way. I say, if people ask me, how long have you been in business? It means something to say that I’ve been in business for 28 years. Especially when you hear all the statistics about how businesses fail after five years or whatever that is. However, I have people that I can think back to in my first year of training or coaching that still I hear from. It meant I met a man recently that I hadn’t seen in a while and he said, I still use something you say every single day. And I think, wow, you were in one of the first coaching programs I ever led. And he still uses it to this day. Why? Because he’s listening from a perspective of I want my problem solved. So I’m going to look to this person who’s there, ready, willing and able to solve it for me.

Lee Kantor: Now, you mentioned earlier you use the word abundance and abundance principles, I believe. Can you talk a little bit about what you mean by that?

Liz Wolfe: Yes. It’s one of my favorite topics, as a matter of fact. So abundance means different things to different people. And some, for some people it’s money, but surprisingly fewer than you would think. For some people, it’s freedom. Freedom of time, freedom of money, freedom of creativity. That’s another thing. And why would I be hesitant or have fears around doing anything? Those are scarcity thoughts, scarcity based thoughts. And one of the skills that I’ve developed as a coach is really helping people to be able to make distinctions between when their thoughts are scarcity based versus abundance based. So it’s based in these abundance principles, which, by the way, I didn’t make up, nor did Wayne Dyer, nor did this, you know, the think and grow rich guy 50 years before him or the person that a thousand years ago. Right. These are principles that have been in available to us for literally for thousands of years. And so the skill is being able to make the distinction between what is a scarcity based thought, what is a belief, and then what is an abundance based thought. So for example, some people will say, oh, it’s so hard to start a business. Okay, um, that’s a scarcity based thought. I’m not saying there aren’t challenges to it, but if you go into it saying it’s so hard and I’m going to fail, I’ve done it before. I’m going to fail again. Oh, let me figure out how to not fail again. These are all scarcity based thoughts. So the you you’ll be more effective at what you do when you have more helpful thoughts that are based in abundance principles.

Lee Kantor: Now, um, there’s a lot of, you know, people want to believe that things are easy. And I think this is where even some of the principles of abundance, um, are kind of either misheard or misunderstood. Just because you want something doesn’t mean you’re going to get something. It’s not a magic wand to flip a switch and say, instead of believing, uh, businesses or I failed in the past, I’m going to say every day, I’m not going to fail today or I’m going to be successful today. And just that activity isn’t enough to. Um, maybe it won’t bear the fruit of maybe what you want just because you are kind of using abundance language. So how do you help kind of manage the expectations of some of your coaching clients?

Liz Wolfe: Yeah, that’s a really, really great question. And I think this is where you’ve got these devotees of the Law of Attraction, and then you’ve got the the people that are like, well, that doesn’t work. You can’t just sit around and you’re in your front porch and go, I can’t wait today for $1 million to come in the mail. You know, it’s not it’s not that. So one distinction is to notice how helpful are your thoughts in in moving you forward or in being productive. So, for instance, the thought that I don’t know if anybody’s want will pay here. This is one of my I guess you could call it a pet peeve. One of those things. You know who? Um, nobody. Nobody will pay me what I’m worth. That’s a big one that you hear a lot of times. And so the people say, you know, you really got to charge what you’re worth. And I have to tell you that I actually don’t believe in in worth as a. Let me put it to you this way. People don’t sit around and say, you know what? I’m going to hire Liz Wolfe because she’s worth it. Meaning like she she should because she believes in her. I’m not saying it right. They’re they’re sitting around saying, I’m going to hire those, Wolfe, because it’s clear to me that she’s going to solve my problem. They’re not sitting around going, you know what? Because she’s just such an awesome person and she just worth it. I just want to give her some money. Right? You see why? Like we keep thinking it’s about us. It is not about us. It is about them. And so that person who has their thoughts is trying to build themselves up through this idea of, well, if I just visualize it, or if I just convince myself I’m worth it, I’m going to spend time in front of the mirror saying, you know, you deserve it. That’s another one I. Oh, that’s the one. I also that phrase, I deserve it. People don’t give it to you because they deserve it. You know that Liz. She’s she’s I like her. She deserves.

Lee Kantor: Right. She she put.

Lee Kantor: In the time. So here you go.

Liz Wolfe: Here you go. Right.

Liz Wolfe: They’re not thinking about that. And so the the thing about the law of attraction, and I certainly adhere to the principles of it. What gets overlooked is that there’s also a law of resistance. And someday I’m going to make my next million.

Liz Wolfe: Dollars by.

Liz Wolfe: Writing the book about the law of resistance, which probably people don’t want to read. Why? Because it’s going to explain how hard it is.

Lee Kantor: Right?

Liz Wolfe: Not how easy it is.

Lee Kantor: It’s the work part.

Lee Kantor: That people don’t want to do.

Lee Kantor: Right.

Liz Wolfe: And fear is a resistance based thought. I’m afraid to move forward because. And so if you acknowledge that there’s both the law of attraction but also the law of resistance, then you can see why there’s a struggle, that it becomes much more clear. And so you can stand in front of your mirror and say, I’m worth it. I’m I deserve it. And you could still feel feelings of scarcity because you just can’t seem to convince yourself. Or you can be quiet by yourself and close your eyes for the moment and just experience gratitude. You know, just just literally every human being on the planet, you don’t even need to have something to be grateful for. It’s a feeling that you get in the pit of your stomach. You can literally just say, I am grateful and just experience that gratitude. And now what you’re doing, as Wayne Dyer said, was abundance is not something you acquire. It is something you tune into. And when you relate to those moments where you felt and feel that abundance and create that for yourself, that’s where the law of attraction, because when you do that, you feel so excited and so inspired and so motivated, and the fear based conversations don’t come in. And that’s why you’re more effective.

Lee Kantor: Yeah.

Lee Kantor: When I was, um, I’ve coached some people, um, when it comes to especially freelancers or consultants or coaches, when it comes to coming up with a price, you know, that that’s a difficult thing for some people. Um, and one of the things I said to start with is just what’s a number that you can say in a mirror without laughing or feeling weird about, you know, let’s start there and then get some clients there and then just work your way from there. At least you know you’re not going to feel kind of weird about it or like that. You’re, you know, it’s like you said, they feel like, you know, they don’t deserve that price or that rate. Um, but just, you know, let the market decide that.

Liz Wolfe: First of all, I really, really appreciate you saying that because I have said the exact same thing to people where they’ll say, you know, well, other coaches or or other therapists or other video editors or whatever they’re charging, you know, $500 an hour. And then I say, okay, but if you can’t say to somebody and feel confident about $500 an hour, you’re never going to do it. In fact, I had an incident where somebody was trying to sell me their marketing program at some point. You know, everybody’s always trying to sell you their marketing program. And the program was quite expensive. It was $15,000 or something like that for three months, something like that. And the and the program, this was pretty early on in my career in coaching. And he said, I will be able to get you $5,000 a month clients. Now, why would I not have the $15,000? Why would I not spend $15,000 to get $5,000 clients? Presumably, if I got one a month for 12 months, it would be a lot of money. A lot more money than I’d spent. It’s because at the time, I didn’t even think I could sell a $5,000 training or coaching program. So even if they came to my doorstep, I just didn’t have the mindset that I was going to be able to sell a $5,000 coaching program.

Lee Kantor: Right. That’s the that you got to get past that hurdle first, right?

Liz Wolfe: Exactly. And, you know, there’s so much that goes with that. Like even sitting here now, I don’t know, is my program worth $5,000 a month? Right? You know, it’s all all our crazy, crazy talk we have in our head.

Lee Kantor: Right. Well, there there’s a guy I read a lot of of his name, Seth Godin, and he says price is a story. I mean, it’s not prices. There’s lots of things that lots of different prices. I mean, you just have to build the right story around it.

Liz Wolfe: Yes. That’s right. There are coaches that are a lot less expensive than me and a lot more expensive than me. And I found for the for the niche that I have of my new entrepreneurs, that this is something that typically will resonate with people and that they find doable. And so they’ll and yet it’s an investment and it’s something that they’re at stake for. So that’s my balance that I’m looking for.

Lee Kantor: Right. And then you have a track record that they can look at and they can feel comfortable with. Um, you’ve done this now for a bit. Do you have that to, to lean on and then they can make the decision if it’s if they see the value and it’s worth it to them, and they believe that you can help them get what they need, then they’ll, you know, then they’ll sign on. I mean.

Liz Wolfe: That’s.

Lee Kantor: Right. That’s business. That’s and that’s what their business should be, is doing kind of a version of what you’re doing and having all that social proof and having the expertise and the confidence to charge what they want to charge.

Liz Wolfe: That’s right. And, you know, I once charged 50 bucks an hour for coaching. I remember the first time I was like, wow, 50 bucks an hour, you know, because I was jumping up from the 30 that I. Whatever it is. Right. You just you can you increase and and it’s it, it builds upon that’s another abundance principle which is I like to think of it more like you’re building a house than you are going on a journey with some far off destination. The top of some mountain that you’re going to summit someday, right?

Lee Kantor: You’re earning your way up the ladder, but it’s built on your own belief. Like you have to believe you deserve each step of that ladder so that you can get higher and higher on the ladder.

Liz Wolfe: And you’ll you can keep going, and you can go as high as you want, or as stay down low as you want and goes from there.

Lee Kantor: Yeah. So now, um, if do you have any advice or tips you can share when it comes to maybe, I’m sure it’s not the first time somebody’s heard about these kind of abundance principles, but is there some low hanging fruit in individual A listener right now? Some action they could take right now to unlock some of these abundance principles in their own lives?

Liz Wolfe: Absolutely. So I have what I call the three keys to an abundant business. It’s applicable in your personal life as well. I used to long, long ago. It was the three keys to a richer life. And since I’m a business coach, I do three keys to an abundant business. And here’s what they are. Ask powerfully. Give wholeheartedly and receive graciously. So everywhere you look in your life, first of all, all three of those things are within your realm of control. Maybe you only have two years of experience and you feel like, who’s going to hire me? I only have two years of experience. Or maybe you don’t know enough. The quote, connections, the right connections, etc. those are outside of the realm of your control. You can’t change any of that. But what you can do is you can take deliberate and explicit action by number one asking. So are you at the end of your sales calls? Are you asking directly for the sale? Are you asking for referrals? Are you asking for help? Are you asking? There’s I can’t I there’s thousands literally of things. And so when I say ask powerfully what I mean for that is asking specifically. This also relates to vision.

Liz Wolfe: What is your vision. I want to make more money. Me too. But I don’t want to make $5 more. Right. I want to know. I want $100,000. I want to get to 100,000 or 500, whatever your number is. So? So you’re specific. The second part is give wholeheartedly. And the give wholeheartedly is basically, you know, the what they say, you know, give and take is, is is the balance there. And giving is really okay. If you want referrals or you want sales, how can you give that? In other words, can you give a referral to somebody else. Can you? I’ve actually done that on some of my coaching business, um, strategy sessions where I kind of know the person’s probably not going to hire me or they’re not quite the right fit. So I think, who else can I refer them to? I could try to fit that round peg in a square hole, or I could just refer them to someone else and then I’ll get a referral. Remember, when you give something, you’re actually creating more of it in the universe. And the third part is to receive graciously. And of course, the gracious part is with gratitude. But the receiving is where we, most of us, need to do the most work.

Liz Wolfe: Meaning we think we want to have a thousand clients or whatever. You know, let’s not not be silly and not, say, a thousand. We think we want 30 clients, but we aren’t. We’re not in a space to receive it. We think we want our training video to go viral, but we’re not ready to receive that. We think we want money, but when somebody offers us 20 bucks for gas because we drove them to Boston one day. We say no. So there’s so many ways that we don’t receive that. Even if you just worked on that one part of your business or your your personality around receiving it would make a difference for you. So you can start with any of those three things. And even like, I love to give stuff away. I live in New York City and I have a stoop, I live a townhouse and I have a stoop, and I just put stuff on the stoop and people come and take it away. And then my house is cleaner, so nice. So it can be a little like that, right? It’s just like a clearing of it could be letting go of a grudge.

Lee Kantor: Yeah, I find it. Um, the mindset shift for me that helped when it came to selling was when I stopped trying to sell anything. But I just tried to listen and see if I could help solve whatever problem they had. And then if I had if what I had could help them, I would share it. But if it didn’t, I wouldn’t share it. You know, it’s just we’re having the same conversation. It’s just the way that I was looking at those conversations changed.

Liz Wolfe: Yes, 100% there. But where the shift in the energy was that you were ready to offer and give in that moment, and if it was a good fit and if not, you know, don’t do it.

Lee Kantor: Right. We can still be friends, you know, like it. I find sometimes salespeople, they just are so focused in making sure they get their pitch in and they tell you everything they can do and how wonderful they are. They stop listening to the other person to understand really what it is, the outcome they desire.

Liz Wolfe: I have a I had an experience, I got a might have even been a setup call meaning like I knew he said can. I was interested in whatever he was selling or whatever it was. And so it was like a call. And so he got on and he started with the spiel and I, I’m a questioner, so I always have a lot of questioner. It drives my husband crazy. I’m like, he says, let’s go. And I’m like, why do we have to go now? Right? It’s always a thing. I always have a question. And so, you know, he was like a couple minutes into it and I started to say, well, what about this? What about that? And he actually got like a little bit upset with me or, you know, brusque with me and said, well, if you just let me finish my pitch then, you know. And I was like, wait a minute, I’m expressing interest in your product right now. And I have questions. He was not listening to me at all, right?

Liz Wolfe: I was like.

Liz Wolfe: Okay, what you’re telling me is I have to sit here for however long it was going.

Liz Wolfe: To be. It’s like those time shares.

Liz Wolfe: Right. Just listening to you. I mean, the last thing I was going to do was buy something from this guy. He didn’t care.

Liz Wolfe: Anything about what.

Liz Wolfe: I had to say.

Liz Wolfe: Or what.

Liz Wolfe: My.

Liz Wolfe: Needs were, because.

Lee Kantor: His boss told him that. You got to say this script and you’re going to say the script, and that’s what, you know, he had in the back of his head.

Liz Wolfe: That’s right.

Lee Kantor: Well, Liz, it has been an absolute joy talking to you today. So much passion and and understanding about coaching. And I imagine that your clients really get a lot out of the conversations you have with them.

Liz Wolfe: Yes. Thank you so much I appreciate it. This is a great conversation.

Lee Kantor: Now is there, before we wrap up, is there a story you can share or maybe that illustrates that? Do you have a client? Don’t name the name, but maybe share the challenge they had. Um, you know, when they came to you and how you were able to help them get to a new level?

Liz Wolfe: Oh, gosh, so many great stories. You know, I, I have, uh, people often ask me, what is the success, you know? Tell me your big successes. And I say, well, it’s it’s a little hard to define it because I, for instance, have a client who decided to publish on Amazon and do do these beautiful word search books on Amazon. And the huge success was she published her first one. Right? She didn’t even sell any of them yet. She just the the work that it took to get there and and so that that I consider to be a great success. And then I have the, you know, the other side, which is that people who have been frustrated, this one woman who’s an education consultant, she was working as a teacher. And, you know, the Department of Education doesn’t it doesn’t sound a bad pay, but it just was not great. And she became an educational consultant, and she made $250,000 in her business in the second or third year she was in business. And so the In both of those cases, the biggest hurdle was the mindset around it. Can I do this? Do people care? Is it am I able to? How can I pull this off? So sure, we talked all about all the skills and everything that it would take to do the productivity part of it, but the most beautiful part is where you have that breakthrough to the other side where you say, wow, I did something that I actually didn’t even think was possible.

Lee Kantor: And they took action. They didn’t. It wasn’t in their head anymore. They were actually, you know, doing the thing.

Liz Wolfe: They were taking action. And I will tell you, this, being a business, being in business, whether it’s new or 50 years into the business, whatever it is, I always like to say it’s the best personal development workshop you’re ever going to participate in. And so being in action is the thing that helps you develop those skills and to have you get past those mindset barriers.

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

Liz Wolfe: Liz Wolfe Coaching.com. But that is Wolfe with an E. Unlike the big Bad Wolf, it’s wolf with an E. Liz Wolfe Coaching.com. And actually, I have a quiz on there. It’s a short, fun quiz that will help you to figure out what your CEO leadership style is. And of course, it comes with some content that will help you to figure out in areas that you feel stuck how you might get unstuck.

Lee Kantor: Well, Liz, thank you again for sharing your story, doing such important work, and we appreciate you.

Liz Wolfe: Yeah.

Liz Wolfe: So are you. So thank you 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: Liz Wolfe, Liz Wolfe Coaching

Ilham Askia With East Lake Foundation

May 13, 2025 by Jacob Lapera

Atlanta Business Radio
Atlanta Business Radio
Ilham Askia With East Lake Foundation
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Ilham Askia is a seasoned nonprofit leader with a deep commitment to advancing social justice and equity. As the President and CEO of the East Lake Foundation, she is responsible for leading the strategic vision and ongoing work with partners to ensure progress towards the Foundation’s mission.

The East Lake Foundation was established in 1995 to revitalize the East Lake neighborhood in Atlanta, GA by igniting new opportunities for families living there and creating a vibrant community where all residents thrive. The Foundation’s goal is to support programming that addresses mixed-income housing, the cradle-to-college and career continuum, community wellness and economic vitality.

Prior to her role at the East Lake Foundation, Askia served as Co-Founder and Executive Director of Gideon’s Promise, a national nonprofit public defender organization whose mission is to transform the criminal legal system by building a movement of public defenders who provide equal justice for marginalized communities.

She spent 15 years changing the culture of indigent defense representation in America. Under her leadership, Gideon’s Promise was also the subject of award-winning, HBO Documentary, Gideon’s Army.

Her career initially kicked off as a Teach for America Fellow in the District of Columbia Public Schools. She later taught, facilitated teacher training and wrote curriculum for public school systems in Washington, D.C. and Georgia. During her tenure in education, Askia worked with talented children who loved to learn, wanted to succeed and desired to feel safe.

However, many of her students were impacted by the effects of over-policing in their neighborhoods, limited resources and inadequate legal representation. The latter being a lesson she learned earlier in life when both her father and brother were sentenced to prison.

Follow East Lake Foundation on LinkedIn and Facebook.

What You’ll Learn In This Episode

  • How business leaders can engage meaningfully – whether it’s through employee volunteerism, philanthropic investment, or supplier relationships – and be part of creating more equitable growth in Atlanta.

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 wouldn’t be sharing these important stories today on Atlanta Business Radio. We have Illy Askia, who is the president and CEO of the East Lake Foundation. Welcome.

Speaker3: Thanks, Lee. Thanks for having me.

Lee Kantor: Well, I am excited to learn what you’re up to. For folks who aren’t familiar, can you share a little bit about East Lake Foundation? How you serving folks?

Speaker3: So the East Lake Foundation is located on the furthest east neighborhood in the city of Atlanta, in the East Lake community. Serving East Lake as well as some of Kirkland Kirk Kirkwood, excuse me. Community. And so we are an organization that is 30 years old this year that focuses on community development, mixed income housing. Cradle to college education, community wellness and economic vitality, and partnership with many organizations that work in the community. Ymca start Me Emory is a business school, Columbia Residential, Drew Charter School, Sheltering Arms, and all of our other early learning programs in the in the on the East side.

Lee Kantor: Now, can you talk a little bit about the Genesis? How did this foundation begin?

Speaker3: So, you know, over 30 years ago, you know, the East Lake community had a ton of struggles. It struggles. It wasn’t the most desirable place to live, to work, to play. Although there were many committed families living in what was then a public housing community called East Lake Meadows. Over the last 30 years, because of the vision of three plus all of their partners architects, Mr. Tom cousins, who is a philanthropist and a developer, is a developer in Atlanta. Miss Eva Davis, which was the president of the tenant association, which was then East Lake Meadows, now Villages of East Lake, and Miss Renee Glover, who was the CEO of Atlanta Housing Authority, along with many other political, public and private individuals, came together to reimagine this community. And so the East Lake Foundation was birthed to make sure all of the investment in education and resources and job training and wellness opportunities for families who have historically been denied access. Our role as the foundation is to continue that work, to make sure everyone has an opportunity to thrive. So the foundation was started by Mr. Cousins in 1995 and still continues to serve the families in East Lake and the families whose children attend Drew Charter School.

Lee Kantor: Now, these type of partnerships are kind of unique and special, aren’t they? This isn’t like if you just plopped yourself in another community around the country, you’re not going to find a lot of these are you.

Speaker3: Know, we are very unique. We are one of 27 neighborhoods through a national network called Purpose Built Communities. And so the East Lake Foundation was the catalyst to this holistic transformation of neighborhoods. And so we serve, as I know, we’re in a golf neighborhood, but we serve as the community quarterback for all of the services provided by our partners. Um, in to to ensure that the neighborhood thrives. So this ecosystem of partners across the neighborhood and across the city collectively make sure that this thrive. So purpose Built communities is taking this Eastlake model and adapting it to communities across the country. There are not many of us, but the ones that we do have in place in partnership with Purpose Built, make sure that those families get everything that they deserve.

Lee Kantor: Can you describe kind of the purpose built kind of mission and purpose? Like what? What would be kind of the dream? Is this something that you would like every neighborhood to be a purpose built community?

Speaker3: Well, I would like every neighborhood to define what success means for them. And so for the Eastlake Foundation, we worked with residents who lived here, legacy residents and partners, to say, what would you like to see in your community? You know, over 30 years ago, we did not have a high performing school. Our graduation rate was 30%. It is now 98% graduation rate the highest, one of the highest in the city of Atlanta. Um, we did not have, you know, a strong, robust early learning centers. Now, all of I call them the tiny people are now 96% of them are kindergarten ready to go into formal education. And so, with our partnership with purpose built communities, our goal is the East Lake Foundation is to inspire other neighborhoods to look at this four pillar or this four pronged model of what I mentioned before, implement them into their neighborhoods, what’s best for them, whether they start with education or they start with a health center like the YMCA and then build upon that foundation. So our goal, yeah, is every community that has not had an opportunity for investment or where investment has left is to be an East Lake, um, version, their version of East Lake across the country.

Lee Kantor: And and how um, it just it seems unusual and in a good way that you were able to to or at least the people who started this were able to kind of together, um, see a vision that was very inclusive, that made sure that nobody was kind of left behind. Um, whereas in a lot of communities nowadays there’s, you know, this kind of gentrification where it’s out with the old, in with the new kind of mentality.

Speaker3: So, you know, that credit really does go to Mr. Cousins and Miss Davis. And so Mr. Cousins, who was very deeply involved in the corporate business community in Atlanta, right, really encouraged to invest in the city. The one great thing about the city of Atlanta is the public, private, public private partnerships that have happened across the city. And, you know, Eastlake is not a is is a beneficiary of that collaboration. And so the vision of Mr. Cousins to make sure that the business community has its hands in supporting the work here. And Miss Davis’s vision of making sure a family is not left behind. And families have an entity like the Eastlake Foundation and its partners to turn to when there’s needs or desires of things in their community. And so the you know, sometimes I refer to him as unlikely allies for decades, continue to work together and bring on leadership in this community that understand those core values that we will always be resident centered. Our businesses, small businesses and large businesses will collectively work together to make sure every single person has access to the resources and tools needed to thrive.

Lee Kantor: So now that you’re leading the organization, how are you like, what’s your roadmap? What’s your vision for the coming years?

Speaker3: So one of the big things over the next 5 to 10 years is, you know, continue to ignite economic opportunity here in East Lake. We have a number of people who live here who have micro businesses and small businesses. We partner with Emory School of Business and the Start Me program to provide opportunities for, I say, the everyday person, the everyday working person to figure out not just how to build a business, but also to scale a business. So economic development is a big, big portion of our strategic plan right now, as well as to continue to invest in affordable housing, workforce housing on our in our neighborhood, but also to help influence other neighborhoods, um, in the city. And so those are two major economic development areas. We have the trust at East Lake in partnership with the Atlanta Land Trust. We are currently constructing 40 townhomes right here in East Lake for families who are now renting to have an opportunity to own their own home in a in a space that they can afford. So we’re talking about incomes between 68,000 and $103,000 a year to be able to have your piece of dirt. So that is a and support families along the way. So those are two big initiatives, I would say, on the economic development piece that we’re very excited about this year.

Lee Kantor: So what’s kind of a day in the life of Ili? Are you, um, kind of just building partnerships to, um. Are you serving the community directly? Individually? Um, like, what do you do kind of on a day to day basis?

Speaker3: My sister in law, who runs a nonprofit in Phoenix, always refers to me as a hands on CEO. You know, I’m a former educator. I have I spent 15 years in criminal justice reform. I am a hands on, on the ground kind of person. And so the life of Eli is having conversations like this and talking about the work that we’re doing in the East Lake Foundation, talking about the legacy, sitting and meeting with our residents. You know, we have decision day at the school where all of our students, our senior graduating class, are telling us where they’re going to college or what their post-high school plans are. That’s coming up. And so the day in the life of an East Lake Foundation CEO is to be on the ground, to be in the office, to work with his board and to build relationships. And that is the biggest part of my work, is understanding the uniqueness of this community, the legacy of the community and the amazing people that live, work and play here.

Lee Kantor: Now, what was it like the first time? Were you did you grow up in the area? Is that how you, um, got to where you are, or did you come from somewhere else?

Speaker3: No. I’m originally I’m a northerner. Um, but I consider myself a Southerner now. I’ve been in Atlanta for 20 years. I’m originally from Buffalo, New York, but I did grow up in, um, a community that was very similar to what East Lake used to be. And so in a public housing community, the way East Lake used to be. And so I really understand what it is like to be around family and friends and people that I care about, who, if they had the resources and the access, could have really thrived in the community. I was just a fortunate, a lucky person to be in the right place at the right time. I happened to be pretty smart and athletic and was able to find my niche and find my way, but it didn’t have to be that hard. And so for East Lake, the reason why this role is so important to me, and significant is I want to make sure every child has a seamless path to success as they define it. Um, the other thing I think to know is that I lived in Atlanta for 20 years. When I first got here, I knew no one, um, I had a baby and I lived on the south side, and someone told me about the East Lake family Y and that the Y, um, would watch your child, your infant, for two hours while you worked out or when you went grocery shopping. I was like, oh, my God, that’s so unique.

Speaker3: I’ve never heard of that. Let me try it. So I would travel from the south side of Atlanta, Campbellton Road, Cascade Road area all the way to East Lake to participate. And so my children actually grew up in the Y for a long time. I did not know until after ten years of going to the YMCA about the history of the community and why the the the childcare was so unique. It was to eliminate barriers for mothers, for caregivers, so that they can live their everyday life. And so the, the, the YMCA, the people who took care of my child, children who lived in the community, we grew up there. That was that is still my family YMCA. And so when this role, um, this opportunity came about, I wanted to give back to a community that gave so much to me and my family. And so I just think that it’s a special place. It’s a unique place. And if anybody gets an opportunity to visit or to live or to work here, they will feel the same way. And so, um, I just understand what it’s like to grow up, um, with in humble beginnings, I’ll say, and not have support and have to, you know, really fight your way through. And then I just don’t want any other child to have to live or experience in that. So if we can make it easier, that is what the East Lake Foundation is here to help do.

Lee Kantor: So that experience at the Y was your kind of this aha moment where hey, a community I can be part of something that’s bigger than me that I can. I can really take what they’ve done so far, which is amazing. And then, um, and then put your stamp on it and to expand the vision.

Speaker3: Exactly what are the real time needs of families? Because they evolve over time. What was once needed in the you know, the mid 90s looks a little bit different now. You know, in now in the 20 at the 2020s. So yes, that is that is the goal. And to listen to our residents, listen to our children, listen to our families.

Lee Kantor: Now when you’re thinking about affordable housing, is there any discussion about these, you know, the the tiny houses, the mini houses that they’re building in different communities?

Speaker3: Um, there’s discussion and I’ll say that there are people who are, um, expertise at this work. Um, and for us at the Foundation, we are very family focused. And so any new construction or Rehabilitative construction that we are a part of the foundation we want to make sure can serve families. Um, and then also we want to make sure for our population that’s aging so they can age in place, that is accessible for for seniors, for our active older adults. And so when, you know, tiny houses may have that, we have that discussion, but we really are looking to continue to build 2 to 3 bedroom, um, places for people or units so that families can grow and have the space, um, that they need to thrive.

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

Speaker3: So, you know, I read it’s a nonprofit. So I think one is to continue. You know, I appreciate being on this show to continue philanthropic support for the community. Follow us on social media, go to our website, Eastlake Foundation.org. Come and visit and take a tour of the community and meet its awesome people and for the business community. I first I want to just leave. I’d be remiss remiss if I don’t say thank you to all of the businesses that have supported the East Lake Foundation and this neighborhood, whether it’s philanthropic support or programmatic support, we have a number of initiatives coming up. People can go and visit on our website. We would love for people to connect with us, to volunteer with us, um, and just learn more about the things that that are to come.

Lee Kantor: Now, what about folks who might be curious about the purpose built communities network? Is that something that they can kind of connect with you to learn more about?

Speaker3: Actually, Purpose Built has its own team, so you could also visit purpose built communities, um, on their website. And just to note, Lee, there are two other purpose built communities that I work with closely that the Foundation works with closely there. Grove Park Foundation on the west side of Atlanta, and focused community strategies in South Atlanta. And so there are actually three groups, three neighborhood holistic community groups that are working together in partnership with purpose built communities to make sure that all of our communities have access. Because I will say, when the three of us win, Atlanta wins.

Lee Kantor: But is is purpose built communities built around the East Lake Foundation model like is were you kind of.

Speaker3: Built so so purpose built was created to take the East Lake model and help implement it in neighborhoods across the country. So purpose built East Lake Foundation inspired the the purpose built model. So without East Lake there’s no purpose built so that we couldn’t be at every place at every time. The East Lake Foundation and so purpose built as an entity, as an organization goes across the country with a team of experts to help neighborhoods figure out the best strategy for their community to, to, um, to blossom into something similar to what the East Lake community has.

Lee Kantor: Well, it’s, uh, really important work. You must sleep well at night knowing the impact that you’re making.

Speaker3: I try, I try. Most nonprofit leaders will know we never sleep.

Lee Kantor: But the impact is real. I mean, the impact is real. When you’re affecting families like that, you can change the whole trajectory.

Speaker3: Yes. We are literally on, since our inception, our fourth generation of families coming through. And it’s great to see, um, many of our then children, now adults, graduate from grad school, graduate from undergrad, buy a house. And, you know, so it’s a long game. It’s not a sprint. It’s a marathon. When you’re talking about changing things, generation generations at a time. And so it is an honor to serve, um, this community. It’s an honor to serve in this seat. And I could not do this without our fabulous board and all of our business partners. So, yeah, it’s a great it’s a great thing. I sleep well at night till I don’t.

Lee Kantor: So if somebody wants, they’re.

Speaker3: Always on my mind.

Lee Kantor: So if somebody wants to learn more about Eastlake or connect with you or the team, is there a website? What’s the best way to connect?

Speaker3: They can follow? Uh, go to Eastlake, Foundation.org or follow us on social media. We are on LinkedIn, Facebook, Instagram and you will see all of the real time things and also come and celebrate us. Celebrate with us for our 30th anniversary. We have a big five K coming up the first Saturday in August and a huge party with a purpose in partnership with the East Lake Golf Club on November 1st. So please, please, please, we would love to celebrate with everyone.

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

Speaker3: Thank you so much, Lee, for having me.

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

Tagged With: east lake foundation, Ilham Askia

Randy Lyman with The Purpose Driven Leader

May 9, 2025 by Jacob Lapera

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High Velocity Radio
Randy Lyman with The Purpose Driven Leader
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Randy-LymanRandy Lyman, The Purpose-Driven Leader, combines decades of business experience with a deep commitment to fostering emotional intelligence, spiritual grounding, and transformational leadership. His area of expertise is leading from a place of strength through vulnerability, creating cultures where authenticity and emotional connection drive high performance.

His book, The Third Element, which was released on March 19, 2025, makes these complex concepts accessible and actionable. It reveals the missing piece in manifestation that most people overlook—emotions. Randy teaches how unhealed emotional patterns can secretly shape our reality and how to transform them into a powerful tool for attracting abundance and fulfillment.
His own pivotal moment came after achieving material success but recognizing the emotional disconnection and stress that limited both his potential and his team’s. This awakening led him to focus on emotional awareness and belonging, which became the catalyst for dramatic business growth and renewed purpose.

Today, Randy shares his principles with individuals and organizations seeking clarity, connection, and authentic transformation. His teachings equip others to harness emotional intelligence, build meaningful relationships, and turn inner healing into outward success.

Beyond his professional life, Randy is a passionate craftsman who builds custom motorcycle motors and restores classic cars—blending precision with creativity. He is married, devoted to his family, and deeply rooted in his community. Randy’s mission is to inspire others to heal, lead, and unlock their full potential by embracing The Third Element: emotional truth.

Connect wtih Randy on LinkedIn and Facebook.

What You’ll Learn In This Episode

  • Randy’s personal leadership journey
  • How adding spiritual practices to workplace culture can foster a more calming environment
  • Misconceptions leaders might have about introducing spiritual practices into the workplace
  • Advice for leaders who want to begin incorporating spiritual practices and emotional awareness into their leadership style

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 Randy Lyman. He is the purpose driven leader with the Third Element. Welcome.

Randy Lyman: Hello. Good to be here with you.

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

Randy Lyman: Well, the latest way I’m serving folks is my new book, The Third Element The Missing Key to the Law of Attraction. And in that, I give people an opportunity to understand a little bit better the rules of the game of life. I’m also doing a personal coaching and corporate coaching.

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

Randy Lyman: Well, 35 years ago, at the age of 28, I was a left brain scientist and engineer and entrepreneur with multiple, uh, million dollar businesses. I was very successful, but I wasn’t necessarily happy and fulfilled. I met a woman by the name of Maria who I spent three years with, and she opened my eyes to a different way of looking at the world from a little more of the unseen, the emotional, spiritual side of life. And as I learn more about that, I was so intrigued and drawn in. I started applying what I was learning, and my success in the material world has blossomed.

Lee Kantor: So, um, as you were already working at the time, what about what she was saying? Unlock something inside of you.

Randy Lyman: Well, she helped me see that everything around us is a mirror of what’s inside of us. And the universe is creating our reality for us every moment based on our thoughts, our actions and our emotions. And the emotional part was the part I was not aware of. So I was doing all I could to be educated and to work hard and put in the hours and serve my customers. But I wasn’t aware of the emotional side of being human. So any old emotions I had, negative emotions I was hanging on to. Subconsciously they kind of crept into my world and they kept me from being the best I could be. And once I started to uncover those and address those, I was able to really multiply the effectiveness of my thoughts and my actions.

Lee Kantor: So what was kind of the first emotion that you were dealing with that gave you this kind of aha moment?

Randy Lyman: Well, for me it was a combination of anger and frustration. Underneath that was sadness. But I was doing all I could to find success, and the world wasn’t responding to the way I. To me, the way I thought it should. And to me that was very frustrating. I was I was again intelligent. I was working hard, but I wasn’t getting the rewards I knew were possible in the material world. And once I went through a few emotional healings, I went to a four day communications workshop for business communications, and the third day we went through an exercise that got me to a level of, uh, feeling of something I experienced 12 years earlier that a family member had said that had hurt me, and I subconsciously pushed that down and believed if I was competent in the material world, I would get their approval. Well, that really worked well to motivate me to material success, but I needed to feel that emotion. And so when I did in this workshop, it was very, uh, it was a huge upheaval. It was a very dramatic moment for for me, it was kind of an icebreaker for the group. And I went through the emotions around what my uncle had said to me about wishing I was more like a friend of mine, and I wasn’t who I was. That’s how I heard what they had to say. So I went through this emotional release and four days later, when I went back to work, then my world changed. All the people around me who had previously been incompetent suddenly became competent. Or they left my life. And being a physicist, being a scientist, it’s always caused an effect for me. And I saw the the cause was my emotional release and the effect was my relationships changed and that changed my life. I started looking at everything differently.

Lee Kantor: So when you say there was an emotional release, what how did that show itself? Was it did you throw a chair? Did you break a window? Did you cry like what occurred?

Randy Lyman: I just I broke down and cried like like a little kid would cry. And I was an adult man. I’m a logical, successful guy. But that emotion that that hides within us hides in what a lot of people refer to as the inner child. So there’s our adult ego self ego not in a bad way, but our adult personality. There’s our higher self. I believe our soul that comes through our intuition and other ways we connect with our higher soul. And then the third is that inner child. Now the inner child isn’t just a useless child. The inner child is joy and creativity and excitement and a lot of things we need in life, especially the creativity part. So we don’t want to kill the child. We don’t want the child to run the show. But that inner child in me that was hanging on to that pain was able to finally release it. So I cried the tears in front of a room of 15 people and it was just so pure. There was no embarrassment.

Lee Kantor: So how did your physicist brain, uh, handle kind of this spiritual awakening.

Randy Lyman: Well, I was so intrigued by Maria, my partner at the time, and the thing she was teaching me, and just the way she saw the world from such a place of purity. She saw the she saw God in every way. She saw love in every situation. And I wasn’t able to do that because of my own clouded judgment, based on my own emotional wounds. And so her world worked for her when she wanted something. It worked out. Her life just flowed very smoothly in my life was a constant battle. And I didn’t want the battle anymore. So even though I didn’t understand how she was approaching life, I saw how she was easily able to achieve results. And that’s what I wanted. And that’s what engaged my scientific mind to figure out what the heck is going on here. What am I missing?

Lee Kantor: Now, was she achieving the same level of materialistic results you were achieving?

Randy Lyman: No, she wasn’t the same level of materialistic results, but with regards to friends and business relationships and health improvements and just synchronicity in her life, her life flowed. Now she had lower expectations than me and she didn’t have the same financial rewards, but she had a sense of calm and ease and fulfillment. And that’s what I was missing. Even with all the financial and business achievement and success, I was missing that level of calm and fulfillment.

Lee Kantor: But you weren’t trying. That wasn’t what you were after.

Randy Lyman: No, that wasn’t what I was after. But that’s what I knew I was missing. Because if you’ve if you’ve met and you’ve been a very successful person, I think you realize that material success does not bring happiness. Material success does not bring fulfillment momentarily. It does. And it brings a lot of comfort. And I love material success. Don’t don’t get me wrong, but that the emptiness that I felt inside from not being connected to the people around me and feeling like I needed to achieve more in order to be happy. That’s what I wanted to move past. To move through and move past. And I wanted that sense of fulfillment that I. That she had.

Lee Kantor: So in your mind before her, you I guess you equated, if I got these material things, then I would get this kind of inner peace and then.

Randy Lyman: Absolutely. Because that’s, I believe, right.

Lee Kantor: So it’s that cause and effect. You said, if I do this, then I’ll get that.

Randy Lyman: But that’s not the way the game works. And, you know, a lot of very successful people who are not happy. And so the happiness is that we achieve through material success is fleeting. It’s momentary. It doesn’t stay with us because even when we’re successful, we still have to drive in traffic. We still have to, uh, talk to people we don’t necessarily care to talk to. We still need to, uh.

Lee Kantor: We still. Yeah. Still, bad things happen to everybody, and challenging things happen to everybody. There’s people that have a lot of wealth and are unhappy, and there’s people that don’t have a lot of wealth and are unhappy. I mean, um, I don’t know if there’s a correlation between all of those things, but when you’re adding this type of spirituality into your coaching and in helping other people, I guess, get to new levels, how, um, how do you kind of help them understand that this might be what’s missing, and this is what’s keeping them from maybe achieving the levels, even if those levels are materialistic or as part of your practice, trying to, you know, maybe de-emphasize some of the materialistic.

Randy Lyman: Well, I’m not against material success. I love material success. So what I do with left brain people and most people is I start out by let’s write down the problems and challenges you have in life. What do you want to see different, or what do you want to see added? Or what do you want to see gone? What changes would you like to see? And first we we talk about what we want to change. And then we say, can we do this simply through your current methods and if. And then the third level is aside from the second level being the approach, the third level is what does this feel like? Does it feel frustrating? Does it feel, uh, agonizing? Do you feel jealousy? What do you feel around this situation? So the mind has to work through it one step at a time. So outside problem. Second thing. What can I do? Third thing, what do I feel? And then if there are emotional feelings behind all this and people think emotions are bad. No they’re not, they’re natural. So we talk then about the feelings and we talk about the reason we have emotions and the value of those. And then we talk about Out the emotions that we didn’t feel completely in the past. That energy is still with us and we are able to release that energy through some specific techniques. So we take a left brained approach to emotions. I’m still a scientist and I’m still left brained, and that’s the simplistic approach that I take.

Lee Kantor: So. So you’re saying that there’s some simple A-b-c steps that anybody could take in order to, um, get a deeper understanding of these, the inner emotions that maybe are holding us back?

Randy Lyman: Absolutely. There are steps we can take. And in my new book, The Third Element, I outline, first of all, why? Because we’re not going to go down a tunnel that has no light at the end of the tunnel. So the first thing I do is give some people, give people some understanding of the light at the end of the tunnel. And why should I even open Pandora’s box of my emotions? So understanding is where we start.

Lee Kantor: So when a person comes to you, um, are you doing active coaching right now or are you primarily, you know, talking and selling your book?

Randy Lyman: I’m doing I’m primarily talking selling my book. I’m working with a few people on active coaching, but primarily I’m selling my book. But what’s your question?

Lee Kantor: So I’m just wondering when a person comes to you, are they coming to you because, hey, my business is struggling or are they coming to you with, hey, I’m not feeling joy anymore. Like, what’s the what’s kind of the impetus to begin a relationship with you or learn more about what your book says.

Randy Lyman: Any form of stalled progression or success, if they’re looking for a change and they’re not finding progress, or they’re not finding success and they just don’t know what else to try. That’s when I come in.

Lee Kantor: So it may not be, hey, sales are down like that. That’s not a problem you’re trying to solve. Or if you do this, this might solve that problem too.

Randy Lyman: This solves that problem too. So I’m very well versed in conventional business coaching and conventional management and leadership and all that. And I believe in all that. But at a deeper level, when we’re when we’re doing all the things we know we should be doing and we’re applying the techniques we’ve learned worked in the past or work for others, and we’re hitting a wall and we’re just these techniques I know should be effective or are not effective. Then we go a level deeper of okay, what needs to be felt and how do I need to change my, my, um, thought process and my thought patterns? And where’s my opportunity to feel something from the past? I’m ready to release.

Lee Kantor: And then, um, once you identify it and I’m assuming you have some techniques that will help a person release those emotions, then once the released. Is that it? You’re done. Now it’s. I have closure. I can move on. Or is there something else you have to do to kind of, you know, heal the wound that’s been opened?

Randy Lyman: Well, there’s there’s levels to it. So if a person gets even 50% of the way through it, their life’s going to be better. And some things I’m still working on after 30 years. But when we have a breakthrough of any sort, small or large, in my experience the physical world around us responds and improves. Now, um, we we still need to show up and do the work and think positive thoughts and make active decisions and do the work. But that work becomes more effective as we heal the old emotions. Oh, the other thing I want to say, Lee, is we don’t need to understand the emotions. We just need to feel whatever it is, process it through our feelings and our body and release it now. It can be done through working out, uh, punching a punching bag, singing, screaming at a tree. Just sitting in a place, uh, in nature or in life and being grateful for the wonderful people in our life and for the things that are positive. If we get to a place of feeling at any level of emotion and we’re able to breathe and work through that without blocking the feeling, our life improves.

Lee Kantor: Now what do you tell the person who says, I don’t? You know, I’m not a crier or I’m not, you know, I’m not a feelings person. There’s plenty of people out there that feel, I don’t know if it’s shame or embarrassment or what. The rationale is, why they almost take pride in not showing emotion.

Randy Lyman: Well, I can speak to that from my own perspective. So I was taught by the world around me that if if I showed emotion, I was weak. Now we can show emotion and not be weak. There are two separate things, but I learned that if I’m emotional at all, then I’m going to be seen as weak. And as men, our position is to provide and protect. And as men navigating the world, it’s important that we are respected. So I’m not just going to break down and sob in front of people who don’t understand. And I don’t need to break down and sob every time. But I’m being I’m exaggerating here, and I don’t make decisions based on emotions. And I’m not an emotional person. I’m still a logical reason. Reasonable take action person. The reason I’m sharing the message is because it’s been so useful for me, and I understand it so well, as from a person who was completely left brain, who is now much more balanced. So men have to be respected. Men are worried that we’re going to lose our effectiveness if we feel our emotions. Now we can feel our emotions without being overly emotional.

Randy Lyman: We’re not going to make decisions being based on emotions, but we can show up more compassionate, more caring. We can be more vulnerable in the way that we share. Yeah, I’ve made some mistakes in the past and and working with a team, I don’t want to make these mistakes. How do we work together as a team? Together? Being a key word together as a team to navigate this. And so I don’t have to show up as a leader. I don’t have to show up perfect. I don’t have to show up with all the answers. And yet when I help other people achieve success, they respect me and they see me as a leader and they get behind me as a leader. So leadership is not about barking orders or be this being the smartest guy in the room. Leadership is about helping the group achieve success through individuals in the group achieving success and through the group overall achieving success. And I can do that from a place of calm and confidence without having to exercise the power of my title.

Lee Kantor: Now, early on, um, when you started answering this, you mentioned that, um, that men are taught, I guess, through the world or whatever, just through life, that they shouldn’t show emotion. They shouldn’t, you know, that that’s a, uh, that equates to weakness. Or they could think that the but earlier you you mentioned that if they would just spend time by themselves in nature or, um, or, or with these kind of emotions and show the emotion, like, why is it difficult for them to even show emotion when they’re alone? Like there’s no one judging them except themselves. There’s no nobody, um, embarrassing them. They’re by themselves if they can’t still show emotion alone. Isn’t that that seems to me a bigger problem.

Randy Lyman: Right? Right. And great question. Thank you for clarifying your question. I didn’t hear that correctly. You said it right. I didn’t hear it right the first time. So here’s the here’s the deal. The emotions are so big, we’re afraid they’re going to continue forever and they’re going to take us over. That’s one of the challenges because we need to be as men. We need to be in control. And we’ve seen people who are emotional and they’re out of control, and we don’t necessarily realize that we can let this emotion through and move past it. And again, that’s what I explained in the book. And then the other thing is it’s painful sometimes, even if it’s something small from the past. And I was not abused and I didn’t go through all the emotional challenges many people did. But when those memories come up of being embarrassed or shame or whatever that might be, they hurt. They’re overwhelming. And our ego is designed not not like I have a big ego. I’m a narcissist. Just the personality part of our ego mind says that it’s going to protect us from any pain, whether it’s picking up a hot piece of wood off the campfire, it’s going to hurt, or whether I feel my emotions alone, someplace in a safe place. It’s going to hurt. And that part of our brain protects us from that pain. I want to add one other thing, because I know you’ve got other great questions. I say do it alone, but we can also do it with a friend or a mentor who understands, especially if we can find somebody who we connect with, who is on a similar journey of just becoming more aware of their emotions. Then we can work with somebody else, and we don’t have to do it all by ourselves. But most of the time, for men, we’re kind of on a journey by ourselves when we start down this path.

Lee Kantor: Now, is this book primarily for men?

Randy Lyman: No, this is very generic. This is the game of life. There’s only two rules. There’s a lot of there’s a few other things to understand, but there’s only two rules. One is when we respond from a place of of love and caring instead of fear, we’ll find an answer a lot faster. And the second is it’s really based on God or the universe does not judge us at all. All we have is the law of attraction, and the Law of Attraction says things that are similar to each other vibrate, similar, similar vibration of frequency of each other, are attracted to each other. So our thoughts have a vibration. Three categories or three elements. Our thoughts have a vibration, our actions have a vibration, and our emotions have a vibration. And the challenge with emotions is they’re bigger than time and space. So if I had an emotional experience two years ago or 20 years ago, I didn’t feel completely that energy stored within me and the universe. The Law of Attraction says, oh, I want you to feel better. I’m going to remind you of this old emotional energy you’re holding on to. I’m going to remind you with an irritation, with an annoyance in real time. And nobody has taught us before. Hey, there’s a connection between this annoyance and the opportunity to release this old emotion and make our life better with fewer annoyances. That’s the book.

Lee Kantor: Now, when you came to this kind of spiritual awakening as a scientist, did you immediately say, I am going to test this thesis using scientific, uh, you know, fundamentals? Am I going to double blind test this? I’m going to do some research. I’m going to really hold this hypothesis, uh, to the scientific method.

Randy Lyman: So the the, the best I can explain a scientific method was whenever I had an irritation, and I set my intention on finding the underlying emotional issue that was related to that outside irritation or challenge in my life every single time. 100% of the time I attempted to do this, I succeeded. I didn’t always understand the reason, but as soon as I felt whatever I needed to feel and release that emotional energy. The outside world changed 100% of the time. So I guess part of the double blind test is there was problems I tried to fix in my life, like like relationships with vendors through logic and reason. And I got nowhere for months. And then that part of me kicks in and says, Randy, you know better than this. You know, you got to look at the emotion. And I’d go and look at the emotion, and I’d do one of my exercises tapping, journaling. There’s 14 different exercises in chapter seven of the book. And I would go through one of the exercises and I’d get to a place of feeling, I don’t have the ball, I don’t have to cry. Sometimes I get just a feeling in my body. Sometimes I’ll get a tear in my eye. That’s it. But I had a physical, tangible, physical feeling come through where I changed that old emotional energy into a physical action or feeling of heat. Then the problem went away. So I’d work on a problem for weeks or months. It would not resolve itself. Again, I remember. Hey, go back to the emotion. I feel the emotion and you’re talking within hours or days. The problem would be fixed.

Lee Kantor: But when this happened, I mean, as a scientist, you have to agree that when something happens anecdotally in science, people don’t, you know, take it to market. They test it. Did you did you go to a stranger and or come up to somebody or have somebody, you know, go through the process, um, and test it, you know, kind of with somebody in the wild that wasn’t you?

Randy Lyman: Yes, absolutely. So coworkers I worked with, I’ve had, uh, got over 20 men cry at my desk, come up and see me and start talking, and I just hold that space, listen, ask a few questions, and pretty soon they’re in a place where they’re emotional because I’m comfortable with it. They’re comfortable with it. They feel what they need to feel. I talk to them a him a few days later and the problem’s gone. I’ve worked with family members, I’ve worked with neighbors, I’ve worked with, um, friends and acquaintances and just held that space and asked questions. And when they get to that place of emotional release again, whether it’s small or large, they feel it. And then I ask them later, hey, how’s how are you doing? How’s things going? God, that that problem went away. And pretty much every time I can’t say for certain 100%, but pretty much every time, at least 80% of the time, those people’s particular problems, they were speaking with me about speaking to me about where they had a chance to feel whatever they needed to feel. Their problem went away. Now we still need to address challenges. I still had to fire people. I still had to get rid of vendors. I still had to deal with lawsuits and rules and all those things in the material world that doesn’t go away. But at the same time, in order to keep that problem from recurring in my life. The emotional healing, as I call it, or experience, kept that problem from getting bigger or coming back again.

Lee Kantor: So if somebody out there is struggling and would like to give your, um, hypothesis a go, uh, where can people find the third element and where can people connect with you? Is there a central website for some of this, uh, material?

Randy Lyman: There is a central website. My my name, Randy Lyman. Com I’ll run together. Uh, last name l y m a n so Randy Lyman, they can find access to my book. They can find access to books that I’ve been helpful for me, practitioners I work with for, uh, hypnotherapy and, uh, Reiki and things like that. They have access to, um, some of my tapping exercises. But the book is the best place to start because it’s so logical and reasonable and easy to understand, and I think that’s the best place to start. Not because I want to sell books, because right now the e-book version is dirt cheap. I think it’s just a couple bucks. And this is about helping people understand the rules of life that are pretty simple, and regaining control and getting hope in their life, and having faith in God and realizing I can take charge of my thoughts, my actions work through some emotions and my life’s going to improve. So my website’s the best place to start.

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

Randy Lyman: Well, thank you for having me on. This has been fun. Your questions have been great. I like the work you’re doing.

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

Tagged With: The Purpose Driven Leader

Lauren LeMunyan with Spitfire Coach

May 9, 2025 by Jacob Lapera

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Lauren-LeMunyanLauren LeMunyan is the founder and CEO of Spitfire Coach, an adaptive leadership and innovation firm on a mission to help leaders ditch outdated playbooks and unlock real-world results.

With a no-fluff coaching style, Lauren specializes in building unstoppable leadership pipelines, creating cultures of psychological safety, and driving innovation mindsets across industries.

Lauren is a Master Certified Coach (MCC), dynamic keynote speaker, and fierce advocate for leading through change with grit, grace, and a whole lot of guts.

When she’s not fueling high-growth organizations, she’s lighting up stages and shaking up old-school leadership norms.

Connect with Lauren on LinkedIn.

What You’ll Learn In This Episode

  • Why Most Leadership Books are Wrong and Harmful
  • The Dangers of Performative Leadership
  • Creating and Psychological Safety: The Hidden Engine Behind High-Performing Teams
  • Coaching Skills Every Entrepreneur Needs But Few Actually Use
  • Pivoting to Profitability: Leading Through Uncertainty and Change
  • Why Most Leadership Development Fails — and How to Fix It
  • The Most Powerful Tools in 2025 – Dilemma Flipping, Critical Thinking, Patience

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 Lauren LeMunyan and she is the Spitfire Coach. Welcome.

Lauren LeMunyan: Thanks so much, Lee. It’s great to be here.

Lee Kantor: Well, I am so excited to learn what you’re up to. Uh, what’s it like being the Spitfire coach? How are you serving, folks?

Lauren LeMunyan: It’s a little warm. It’s a little hot, a little spicy. But we get right to business. We get. We get that high velocity going, you know? But basically, it’s about helping people get all the weight of the shoulds, coulds obligations off of them so that they can emerge as their most purpose driven and awesome selves.

Lee Kantor: Can you share a little bit about your backstory? How did you get involved in coaching?

Lauren LeMunyan: Oh, you want the short version or the long version? I know we only got a little bit of time here, but I know, I know that every coach has their own kind of wake up story, but for me, I was in a an 11 year career, I was married, I was living in Las Vegas and Co-running a CrossFit gym, and I was sleeping for hours at a time, drained. And I thought, hmm, my job must be making me miserable. So I thought, I need someone to help me with this. But I didn’t seek the help until I literally hit the floor in my own life. Um, and that was from using alcohol to kind of numb whatever unhappiness I had going on in my life. And after 13 months of me avoiding that help, I finally said, you know what? I’m about to throw my life away if I don’t get myself in order. And that came in the way of a life coach. And that coach just started asking me questions that I’d never thought about, which was what makes you happy? What gets you inspired? And it was all about helping other people.

Lauren LeMunyan: It was all about helping them discover it. And he said, well, what about you? And I couldn’t answer that question. And that aha moment led me into discovering my own passion for coaching. I knew it in the CrossFit space of helping people get past those internal mental blocks of feeling physically stronger. But I thought, you know what? That’s what I’m more interested in versus just lifting heavy weights and putting them down. So I got certified as a coach ten years ago. I got divorced, I sold my house, I moved back to Washington, D.C., I quit my career in association management with no clients and said I’d rather be broke and happy than unhappy and knowing what’s making me miserable and willingly doing that. So that is kind of the short, long version. But really, coaching is what makes Present to Future Vision possible. It worked for me, and I get really excited when I see people light up and find that clarity and really do it for themselves and believe in themselves again.

Lee Kantor: Now, what was the transition like going from coaching, you know, fitness and wellness and health and then coaching, you know, leadership and business?

Lauren LeMunyan: Well, you know, it was very similar because those same feelings of self-doubt, of who am I to show people how to be healthy, healthy and happy when I don’t feel that way myself. Like I probably was the most unhealthy I’ve ever been being a CrossFit coach, which people don’t believe because I was super strong. I was supposed to be eating well. Um, and it was that same type of thing where when I became a certified coach, I knew I had to clean up my own stuff if I could feel confident helping other people. Um, so there’s a lot of similarities, but I think for people who are really effective in the coaching space, they first have to address their own resentments, their own mental blocks. They’ve got to clean up their baggage or it gets leaked into all of their sessions and client engagements.

Lee Kantor: So now who is the ideal client for you nowadays?

Lauren LeMunyan: Oh, it’s anybody who wants to have fun, who wants to kind of who isn’t afraid to shake things up and try new things. Um, I think the people who come in and say, Lauren, I’m so coachable, you can’t tell you how many leaders I get. I’m so easy to work with Lauren. Um, but the people who are like, you know what? I’m scared. I don’t know what this is, but I trust you. And I think when there’s that mutual trust, um, you get some amazing co-creation and, um, and openings and awareness. And so people who can take really clear, direct feedback of like, here’s what I’m noticing, here’s some patterns that I see emerging. And they’re like, Holy crap, I see it too now and let me do something about it. So it’s the people who aren’t just engaged but are ready to take action.

Lee Kantor: So when people come to you and tell you how coachable they are, is that a yellow flag? Like, how do you feel about that orange flag?

Lauren LeMunyan: It might be even red.

Lee Kantor: Those people who are so self-aware that maybe they’re missing. They have some blind spots.

Lauren LeMunyan: They usually have, um, some, uh, subscriptions to Harvard Business Review and Forbes. They love to read articles and tell you all about what they know, but they never put it into practice.

Lee Kantor: So what’s, um, for a listener out there? What is kind of is that one of the symptoms that you’re reading so much, but you’re doing so little? Is that kind of, uh, maybe that’s a sign that, hey, maybe I need a coach.

Lauren LeMunyan: Yeah, I think it’s bypassing. It’s. You’re hearing everyone else’s advice, but you’re not listening to yourself. And I think when you have that kind of overwhelm of information and shoulds, that’s where you really should lean into. Like coaching is an amazing space to just kind of process and be still. And I think especially in the US, in our society, we’re a go, go, go go go like look busy, be busy that we miss the really critical art of being still and being silent to allow that inner voice and that intuition to emerge. So yes, coaches can absolutely help to open that space up for you.

Lee Kantor: But at some point, you have to get out of the book and into the work, right? Like the work has to be done. You have to. A friend of mine says, do the do you have to do the work?

Lauren LeMunyan: Well, I would say you have to be the work first. So I see a lot of my clients get so wrapped up in the doing that they’ll have an I actually just talked to a prospective client this morning about this where he he’s like, I love a good plan. I’m really good at planning. And I said, and how’s your implementation? He said, well, I always, you know, go off course. And I said, because you haven’t embodied the transformation. You don’t know who you want to become. So until you can actually become that person and believe through that lens, the doing doesn’t matter. It’s always going to fall off.

Lee Kantor: So when you were making the shift into coaching full time and you were being coached yourself and they asked you those questions about, you know, what fires you up and what your true north and things like that. And you articulated, I think you said you want to help people. That was kind of at the crux of a lot of your work, right? Was that is that correct? I want to make sure I’m on the right track. Um, and then when that happened and you had that aha moment, what changed in terms of like taking an action, like did the next day, all of a sudden you were taking productive action in the right direction or like what was the shift after the aha moment?

Lauren LeMunyan: Well, so it actually was the opposite, because I was so used to.

Lauren LeMunyan: Building and doing for others, I wasn’t doing it for myself. And so the big prompt was to just be still and to journal and to reflect. Because if we go into that kind of I’m inspired, here’s my light bulb, I’m going, we’re not actually like getting the full picture yet. Like, there’s still so much to marinate on and process. And if we’re jumping to go, go, go and do, we don’t actually know if that’s a reactive mode or if that’s actually someone that something that’s future vision towards what we want to create. And so I think that critical thinking lens of is this coming from me because it’s my old default operating system, or is this something that’s now newly programed into this future vision? So I knew that if I was repeating behaviors from my past mode, I would get exhausted. I’d lose my voice. I’d get sick. Um, and we call it actually like the baby giraffe syndrome, where you first learn a new skill and you’re, like, super awkward, but you’re like, I’m so excited. And I got to share it with everybody. And then you keep falling down. Um, so I realized I need to keep practicing. I need to I need to observe other people in this space. I need to work under other coaches. Um, or else I’m going to come off like every other, like creepy life’s life coach who’s like, let me show you how to be everything to everybody. Um, so I was really patient with it, and I was patient with myself, which I knew was a new way of being. And that’s how I knew that I had a new transformation happening.

Lee Kantor: So you believe that this pause in between maybe chapters is an important component that can’t be shortcutted. You have to sit still, and you have to listen to your inner self in order to really get to that next level.

Lauren LeMunyan: Ding ding ding. Yeah, we call it bypassing. So if you don’t sit with it, if you don’t process it, if you don’t reflect on it, you’re missing the nuggets. You’re missing all those amazing lessons and insights that you can apply to those next chapters. And if you aren’t, if you’re bypassing and speed cutting through it, you’re actually probably going to have to relearn those lessons in some other fashion. Um, and they get a little more painful because it’s like, hey, you didn’t really pay attention the last time. So the more that you can slow down, it actually will save you time later on, and it will kind of lessen the blow later on, because you’ll have even more skills and resilience to face those hardships or to face those challenges. You’ll be like, oh, that looks familiar, because I reflected on that before and I know what to do now.

Lee Kantor: Do you find that in today’s world, you know, between the short attention spans and and just people wanting results, um, before maybe earning them, um, that we are susceptible to, let’s call it like catchphrase leadership, like, you know, lean in or let them or, you know, like, whatever. The hottest new.

Lauren LeMunyan: Were you checking out my past episodes? I’m my podcast.

Lee Kantor: It’s just there seems to be every couple weeks or months, there’s some new catchphrase that everybody is like, this is the secret to life, if only I regurgitation. So is that. Do you find that just people are there, they’re hungry for something. And this is catchy. And and a lot of people are buying it and they’re like, hey, that seems like the, you know, that’s going to work for me.

Lauren LeMunyan: Yes.

Lauren LeMunyan: I actually did a whole video on this of like the potency of self-help books will last for about two weeks. And then you realize very quickly that the tools that were shared don’t actually work. They worked for that person. But you try to, like, convince yourself that I just need to do these things. But again, because we’re not pausing and we’re not figuring out what we actually need and how to get that need met, we’re living through the lens of someone else. And so it’s really easy to get excited because you see all these gurus going around like, I’m so successful. And by the way, most of who you’ve mentioned all hang out together. So it’s the same content repurposed in a different way. There’s a whole thing about it. It’s really scary and gross. Um, but the reality is we don’t have short attention spans. We just haven’t been told that we matter enough to go slowly. We’ve gotten wrapped into the capitalism model where it’s like, you’re not enough, do more go. And if you actually, like, sit back and and question who wins by me being busy. Who wins by by me not thinking I’m enough, you start to uncover that it’s not actually about you, and therefore you don’t need all these experts telling you how to live your life. You can just chill out. There’s a great woman I wish I remembered her name that runs the Nap ministry, and it’s all about just take care of yourself, slow the pace and notice. Like it’s not even about Buddhism. Or like you don’t have to have a religion to do it, but like, just start noticing who wins by you chasing down the next fad, the next phrase, the next thing.

Lauren LeMunyan: It’s all the same marketing blitz of you don’t know enough. You aren’t enough. None of this stuff is new. None of what I’m doing is new. I’m just bringing it out in my own voice and lens. It’s the same thing as these books, and they’re half baked like they’re they’re fluff. If you’ve actually, like, read them beyond just like the the back cover, it’s one thought that could be an email Matched with about 4 or 5 fluffy stories that don’t even have any legitimacy. And it’s usually written in the lens of someone who has a high level of privilege and has never really experienced hardship in their life. As much as they want to say, woe is me, I didn’t have anything. Um, Mel Robbins was already at a Ted talk where she just happened to slip in her five second rule. Oh, it just came to me. It’s all these very manufactured stories that people grab onto because it sounds good. It’s like our own little Disney myth that we’re like, oh my God, if it worked for them, it can work for me too. And I think we’re all kind of looking for that silver bullet or that that permission slip to kind of bypass the hardship that we have to live through to get better. But like, we all have trauma. Everyone has trauma in their life. And so we have to heal from it to get to another place. There is no shortcutting it.

Lee Kantor: So now when you’re working with your clients, is this just part of the process you have to bypass? You have to, uh, you know, kind of come to terms with your trauma. Like, what are the kind of what’s your methodology? Ideology.

Lauren LeMunyan: So I don’t. What I do is I acknowledge it. Like if I notice that someone is focusing on a past storyline, that’s where I’ll say, you know what? This sounds like something to work through with a therapist. Um, as a coach, we focus on present function to future vision. Um, some coaches get in trouble with that. It’s actually in the ICF guidelines to not play pay, play phony therapist. But what I do is bring attention to I’m noticing a pattern in your language. I’m noticing that we’re getting stuck here. And so if I notice that there’s a wiggle, that there isn’t like a really stuck storyline here, because that’s when I know that it’s really deep trauma that another professional needs to deal with, then I can help them rewrite their scripts. I can help them upgrade the storylines that they’re telling themselves, because most times people don’t realize how much they’re re-embedding the storylines that aren’t working for them. Um, there’s actually a great book called Mind Your Body. Um, Doctor Nicole Sachs, like love it. Just finished it and she talks about this process called Journal Speak, which is about addressing through writing things that have gotten us stuck in the past, but it helps us reframe it in a positive way because most times we’re not able to communicate these really deep seated emotions like we’re just repressing all the time. And so it’s popping out and then we’re self-sabotaging.

Lee Kantor: Now, you mentioned journaling. And, um, a lot of coaches are big fans of journaling. Is there some, um, maybe techniques you can share when it comes to journaling? Because journaling can mean a lot of different things, and it can be done a lot of different ways. Is there some best practices you can share when it comes to, um, efficiently and effectively journaling?

Lauren LeMunyan: I would say just do what works for you. So my style is probably different from most people. Um, but I love the tangible of having a pen with a with a spiral bound notebook, and my minimum is three pages every day. It can be fluff. It could be. Here’s what my to do list is. It’s I use it as brain dumps.

Lee Kantor: What’s an example of fluff?

Lauren LeMunyan: Oh, like, uh, the sun is outside. My baby’s asleep. Like, it’s just kind of. It’s not fluff. It’s just more of like a here’s what’s happening in my in my present space. And actually, I shouldn’t I shouldn’t denounce my stuff. Um, it’s more of like taking an inventory of what’s happening in the present, um, so that I’m more in a, in an observation space. Um, but where I’ll take that is how am I feeling right now? What sensation and am I feeling in my body? What happened from this? So usually, like I do it as a daily practice, but I also will pull it out if I’m feeling overwhelm, if I’m feeling confused, if I’m feeling like I need some more clarity. And I just am like putting everything on paper and helping to sort things out. Um, so I use it as kind of like a sounding board. Um, and so whenever I have clients who are like, I hate journaling, I said, cool. So I want you to get a piece of paper out right now, and I’m going to set a timer for a minute, and I want you to just write, well, what do I write? Whatever you want, whatever comes up. I don’t care if you write the same word over and over again, but you got to get yourself in the practice of it. That’s why meditation is a practice. Yoga is a practice. Journaling is also a practice. And so it works when you do it. Um, there is no perfect way. In fact, I don’t think that you should ever go back and look at your journals. It is for you, and it’s really there to create more mental space and to help you sort through things that are going on and clogging up some brainwaves too.

Lee Kantor: Now, when you’re talking about all this kind of inner work for an individual, are you also doing work that’s translating to their business challenges?

Lauren LeMunyan: Oh, it’s all interrelated. So I call it holistic coaching because there’s always if you start pulling one thread, there’s other things that are going to lift up. Um, so we’ll typically start with business challenges. Um, and then the client will usually emerge other things. So I don’t ever go looking for it. It just kind of appears um, or they’re like, oh, this this skill really worked well with an employee. I think I’m going to use it with my wife, and then we’ll start to play with, okay, what would that look like? Where what shifts or tweaks would you make. And so it’s never use this thing and then, you know, step and repeat copy and paste and everything. There are nuances to relationships. There are nuances, um, in environments and different situations. And so again, it’s that critical thinking lens of how might this work and how might it not? And where do I need to tweak? Um, but yes, we we focus on every aspect of people’s lives. But specifically, people want to see results in their business because that’s how they pay their bills. That’s how they keep their employees, uh, with their lights on and keeping them happy. Um, so when people have money in the bank, they are more empowered to do other things. And so we like to focus specifically with people in an employment setting or with their business.

Lee Kantor: What’s a typical challenge that an entrepreneur that works with you is struggling with? Like what’s usually the first challenge that comes, you know, or is there a typical one? Or like some people come with sales, some people come with talent, some, you know, they all have different ones.

Lauren LeMunyan: Yeah. Well, so they come to me and they’ll say one thing and it’ll actually be something else. So they’re like, I need, uh, I need to work on bringing my team together, or I need to work on team management. And so we’re it usually comes down to is it’s boundaries. It’s clarity around expectations and roles. Um, and it’s them being able to delegate and not get their hands in things. So a lot of it’s around control and trust.

Lee Kantor: And then, so, um, if they’re in need of maybe some delegation skills, what are some baby steps they can take to let go?

Lauren LeMunyan: Yeah. Well, so I think it’s first, what are they willing to let go of? What are the things that they absolutely need to manage and oversee. And then what are some ways that they can start to hand off. And then also have checkpoints. So one of the biggest, uh, search keywords on our website is leaders leading leaders. Because people don’t know how to manage high performers. So like I should just let them do what they need to do, but then I don’t know what they’re doing and then they’re off off to the races. But I think it’s a matter of having CEOs specifically and and leaders who are leading other people to be clear on what needs to happen. Who’s going to do it, when are they going to do it by? And then when are we going to check in to make sure that we’re aligned? So when those things can happen in a process, then you can create more consistency. And I think that’s the core element of it, because I think a lot of leaders think if I do this one thing, then there’s an assumption that it’s all going to come together. But businesses organizations are microorganism like it’s an ecosystem. So you’ve got to make sure that it’s maintained and that you have the right people in the right seats doing the right work. And then they also have a space and a place and an expectation of when to come back to things, to make sure that they’re on the right, on the right page, on the right track, and they have the resources they need to get the job done.

Lee Kantor: Now, is there a story you can share that maybe illustrates, um, how your coaching can elevate somebody? Uh, don’t name the name of the person, but maybe share the challenge they were having when they came to you and how you were able to help them get to a new level.

Lauren LeMunyan: Yeah. Well, I mean, you know, unfortunately, I wish this weren’t the case, but I hear from so many CEOs when they’re just like, they’re like, I don’t know if I have to close up shop. I don’t know, you know, if I can make payroll, like, they’re coming to a place out of a place of desperation. And I wish that this was a more proactive maintenance so that we didn’t get to that place of like, I don’t know if I can make this work. Um, but I will tell you a really positive story. So there was a business owner, and I do, um, an exercise of what’s the quality that you admire most in other people. And this person said, Joy. And I said, that’s really interesting. You know what? What is it about Joy? And he said, you know, I just don’t feel any joy in my business. I don’t feel any joy in my life. And I really miss it. And through our time working together, um, I kept linking things back to Joy. I kept saying, okay, tell me, what brings you joy about this? What about this? Like getting people back to that passion of what got them started in running their business. And after six months, they had this reflection of, like, I found the joy back in my company. I, I love what I do, I love this, and I’m sharing it with my team members. And so like I get goosebumps, like just thinking about this. And I know this probably feels kind of vague, but it’s literally helping people fall back in love with their with their companies and being able to spread that energy to other people and creating those safe spaces for people to also be excited to come to work. Like, imagine that right now of like people being excited for Mondays and not and not dreading coming to the office or logging in. And I think that that’s the gift of like insight and awareness of helping people get back what they had.

Lee Kantor: Now, is there a niche that you serve primarily, or are you industry agnostic? Um, is there a sweet spot?

Lauren LeMunyan: I mean, I love me some tech clients. I love professional services, services and design. I love creative fields. But, um, if you’ve got a passion for psychological safety, positive disruption, and you care about your people like I’m here for it, so I am not a I am not going to say no because you’re working in, you know, um, sanitation. Um, because I did have a client with that. I don’t I don’t judge it because it brings in money.

Lee Kantor: So if somebody wanted 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?

Lauren LeMunyan: You can check out our website at Spitfire. Com. We also have our YouTube channel and podcast at Spitfire Coach or Spitfire Podcast. And we do tons of of free stuff. But also we can come in and help your team feel more confident, upskill them in psychological safety and leading with certainty through these volatile times. Um, and help to equip your leaders with amazing coaching skills so they can be better communicators and problem solvers.

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

Lauren LeMunyan: Thank you so much. I appreciate it.

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

Tagged With: Spitfire Coach

John Dwyer with The Institute Of Wow

May 7, 2025 by Jacob Lapera

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John-DwyerJohn Dwyer is a marketing enigma, a “direct response customer attraction expert” who thinks way outside the box.

His marketing consultancy business is called The Institute Of Wow – & John’s mantra is that one’s marketing needs to “wow” prospects.

He’s also the guy who shocked the marketing world some years back when he convinced Jerry Seinfeld to come out of retirement to be the spokesman for an Australian banking institution, The Greater Building Society.

Jerry headed up a “free vacation campaign” which broke home loan lending records and remains folklore in the global banking industry…..people received a “free vacation” when they got a home loan.

This was probably one of the most successful “incentive-promotions” in the world, resulting in many BILLIONS of dollars in extra home loans.

John helps business owners understand how to exploit platforms like Facebook, Instagram, YouTube and LinkedIn by implementing “incentive-based marketing offers” that can be targeted specifically to certain audiences.

His client list reads like a Who’s Who of business and includes the likes of Rupert Murdoch’s News Ltd, 7 Eleven, Westfield Shopping Centres, Walt Disney, KFC and BP to name a few.

His skills have been used by such companies because they acknowledge he is “the master of creating incentives that work.” The-Institute-of-Wow-logo

He has created done-for-you “customer incentive packages” that businesses can plug & play – including “extraordinary customer rewards” like Fuel Savings & Free Vacations.

When it comes to “unique marketing concepts” that attract an avalanche of new clients for businesses, John certainly delivers.

Connect with John on LinkedIn.

What You’ll Learn In This Episode

  • What service John provides to businesses
  • What direct response marketing is and what makes if different from general marketing strategies
  • What sort of business should consider direct response marketing
  • About incentive-based marketing

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 John Dwyer, who is with the Institute of Wow. Welcome, John.

John Dwyer: Thank you for having me, Lee.

Lee Kantor: Well, I’m excited to learn what you’re up to. Uh, tell us a little bit about the Institute of. Wow. How you serving, folks?

John Dwyer: Yeah, I like the way that you say that. The institute of. Wow. Um, look, uh, as that name infers, uh, it’s all about, uh, providing businesses with what we call direct response. Wow. Factor concepts. So things that will, you know, I guess, attract customers much easier than price discounting because a lot of businesses fall into that trap where they they need to put some money in their pocket and some food on the table, and the first thing they do is drop their prices. So what we do is that we provide them with wow factor ideas. That takes people’s eyes off the price.

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

John Dwyer: Uh, yeah. Look, I’ve been doing it since the 1800s, so therefore I’ve been doing this for quite some time. And, uh, my backstory is that when I was getting towards the age of leaving school, I was pretty good at art. Artwork was my subject. And then, uh, back in the day, a thousand years ago, when I was leaving school, I could see that computers were coming around the corner and that a little bit like what kids would have seen a few years ago with AI, I guess. But I saw computers were coming around the corner. I thought, hmm, there’s not going to be much money in doing artwork as in freelance artwork. Maybe what I should do is take that creativity and put it into something that might be scalable. Not that I knew what I was doing at the time. By the way, I’m trying to make myself sound smart. At 18 or 19, I wasn’t. Yeah. So anyway, that’s what I did. I went to university and college and picked up the advertising degrees after a few years. And then, yeah, went and worked for a major supermarket chain in Australia. As you can tell from my accent, I’m down under. And that was a great experience because in my 20s I was lucky enough to work for a big supermarket chain in Australia called called Woolworths, and they had a lot of this wow factor stuff happening. So if you shopped at Woolworths for every $10 you spent, you may have got a stamp back in the day. This is pre-digital, you might get a stamp and you put that on a saver sheet. And when you saved up so many stamps, you got special prices on cookware and glassware and all that sort of stuff. And throughout the time I was there, we ran big scratch games to give away million dollar prizes. And yeah, basically it taught me direct response. And it was very, very good for me because obviously I ultimately left Woolworths and set up a business that did the same thing.

Lee Kantor: So does the same formulas and techniques of back in the day leveraging direct response. Does it still work in today’s kind of short attention span world that we live in?

John Dwyer: It does. I mean, look, it’s tougher It’s tougher because everybody’s got that four second attention span as they’re scrolling. So it is tougher. And I guess that’s why we’re continuing to do okay. Because, uh, business owners do realize that you’ve got to stop the scroll. Uh, and uh, while some business owners are still using television and radio and newspapers and so forth, it’s not what it used to be. So really, Zuckerberg and, uh, TikTok and LinkedIn, they’re getting all the money these days. So you’ve got to learn as a business owner, you’ve got to learn. And if you don’t want to learn, then get someone like us to do it. But you’ve got to learn how to make sure that you can stop the scroll because you’ve got four seconds.

Lee Kantor: So, um, let’s try to help some of these listeners. How do you stop the scroll? What are some of the do’s and don’ts?

John Dwyer: Mm. Okie dokie. Um, well, again, you wouldn’t expect me to say anything differently. I mean, it is the Institute of. Wow. So what we say to people is you’ve got to have a wow factor. And as corny as that might sound, uh, when it rolls off the tongue like that, um, a wow factor is something very much akin to what McDonald’s do with the Happy Meal toy. I’ve got six children. They’re all grown up now and left home. But, you know, over the years we probably would have given McDonald’s, you know, a small fortune. And it had nothing to do with the hamburger in the Happy Meal box. It was all about the free toy. So metaphorically, they stopped the scroll. They got everybody’s attention by putting a toy in the Happy Meal box. Uh, Kellogg’s have been doing the same thing for 50 years with a toy in the bottom of the box. Uh, Amazon. Do it with their Prime membership. If you’re a member of their Prime membership club, then you get free shipping and free movies and all sorts of other privileges. Um, and the cafe down the road from you and from me, uh, probably, you know, has given you a reward card. And if you get ten coffees or nine coffees, you get the 10th one for free. So it’s all out there. Um, the irony is that 97% of businesses have never used an incentive. Um, so a big part of direct response marketing is what we call incentive based marketing. And that’s the Happy Meal toy in the box. And 97% of businesses continue to go down the price discounting path. And they don’t, uh, they don’t value add with an incentive. So my advice to anyone, if they were advertising on social media, have a wow factor incentive. And that is a very good way of stopping the scroll.

Lee Kantor: Now what about the, um, kind of B2B, uh, coaches and consultants of the world that don’t have maybe tangible things that they sell? How can they add some of that wow factor into their offering?

John Dwyer: Mm. Yeah. Good question. Um, yeah. Look, I fall into that category because when I moved from corporate, which was the big supermarket chains and stuff like that, into helping smaller to medium sized businesses, the, the Anthony Robbins business model is pretty much it. So you jump on stage and do your song and dance, uh, and you attract, you know, business owners in the room. And then at the end of that, of course, you, uh, you offer them the opportunity to use your services and, you know, courtesy of Covid. A lot of that now is done online. Like we’re, you know, like we’re doing right now. I mean, webinars and podcasts have become the new seminars. Um, on a B2B basis, you could do exactly what I do. If I wanted to beef up a month’s worth of income. I will run an ad on Facebook or LinkedIn because my audience are business owners. That’s the only people who want to talk to me. I don’t deal with consumers. And I will say, look, how about you enter the contest to win? You know, three months worth of coaching free of charge from me.

John Dwyer: And I’ll tell them on that advertisement, which might be on LinkedIn, uh, you know, all the sort of stuff that I do, what direct response can do to help their business and so forth. Now, any business that enters a contest to win three month’s worth of my consultancy obviously is interested in getting marketing consultancy. So I don’t attract an audience. I attract a red hot audience who have already glowed in the dark and put their hand up and said, I want more of this stuff. So we give one away. But then I might have another 100 or 200 businesses that are pretty warm prospects to go back to and say, look, you didn’t win the three months consultancy with John, but we do have an opportunity for you to work with them. Would you be interested in this special deal or whatever it might be? And that’s what I would suggest to any business coach or consultant or advisor that, you know, come up with a price that might be your services.

Lee Kantor: And, um, walk me through what it’s like to start an engagement with you. So say I come to you, say I’m one of those business coaches, and I come to you and say, you know what? I’m frustrated. Uh, the growth of my business is not going in the right direction. That’s. I’m. I’m assuming that’s how most of your clients feel, right? When they’re working with you. Something’s gone wrong, and they need help either rebooting or refreshing. Uh, what they they do. So talk me through what that first kind of conversation looks like. So you so you get enough information so you can educate and educate and help them.

John Dwyer: Yeah. Look, it’s not a very long conversation, Lee, because it’s the same conversation just about for, you know, 95% of people, um, uh, nobody has ever knocked on my door and said, oh, John, my name is John Dwyer, but I get JD, nobody’s ever knocked on my door and said, JD, I’d like you to help me build my business over the next, you know, five years I’m in no hurry and no one’s ever done that. Uh, they’re always looking for David Copperfield to provide them with a marketing plan that’s going to get them a hell of a lot more clients quickly. Uh, and so, generally speaking, yeah, if they’re in the same sort of game that I am and that is providing advice, um, a lot of the time they just are not aware of how best to, um, play the numbers game, because look, at the end of the day, uh, it is a numbers game. It’s all about selling once to many. Uh, if you’re not selling once to many, then of course, you know you’re not scaling. And I fell into that trap. By the way, I can’t criticize anyone else. When I first got into this, I didn’t realize that, you know, the scaling was very, very, very important. Uh, not so much when you’re dealing with bigger businesses. So I’ve only been in the small to medium business sector for about a dozen years. Uh, up until then, uh, I, you know, had McDonald’s and 7-Eleven as clients. I had Kellogg’s as clients. Um, I had, you know, big businesses. Rupert Murdoch’s News Limited, uh, I used I used to provide them with all the scratch bingos for their newspapers, you know, not these days, but back in the early 2000.

John Dwyer: And what happened about a dozen years ago, I said to my wife, look, we’re not getting any younger. Why don’t I use this intellectual property that I’m charging a few dollars to for the corporates and cut it up into bite sized pieces and make it available for smaller businesses? And she told me that I was an idiot and, uh, stick to my knitting. And as our husbands do, I didn’t listen to her. So Teresa. Yeah. Yeah. I had a baptism of fire. I jumped on, uh, you know, the small to medium business owner sector very quickly. And, uh, I’ll tell you what. It was a dry six months to start with because I didn’t know how to speak the language. Um, I was used to being involved in corporate and corporate are not necessarily wanting to win the race. They’re happy for you to provide them with consultancy. And eventually, after six or 7 or 8 months, you know, they start to see results in the small business sector. That’s not the case. They want results tomorrow because they’ve got to put food on the table, no matter how many likes they’ve got. The kids are still wanting to eat, you know. So what we do is we just simply have a very quick conversation that would probably go for the best part of, you know, maybe 20, 25 minutes. And then I put a plan together for them, um, that will hopefully, you know, give them a roadmap that they can follow quite easily.

Lee Kantor: And then, uh, then they do that on their own. This is your kind of, uh, giving them help. And sometimes, though, people need a helper. Do you ever do the work or that you got out of that side of the business?

John Dwyer: Oh, yeah. I was an idiot, Lee. I thought that just like the corporate world where they had an advertising staff that maybe, you know, five or 10 or 20 people where I’d go in and, you know, I mean, one of my most successful campaigns. And I’m going to show off here because I’m going to name drop, uh, was a bank down under, uh, whereby instead of advertising on price, uh, in other words, an interest rate for a home loan might be 6.2%. Uh, we got rid of that and gave that, uh, what was what used to be their their lure, which is a honeymoon rate. We’d give that to a travel company. And that travel company gave them a, you know, a discounted vacation. So we came on television for this bank. It was the only bank in the world that did something like this. It was very bold. It was get a home loan from this particular bank and get a free vacation. It went nuts. And then a few years after launching it, I got Jerry Seinfeld to do the ads. And so I’d fly backwards and forwards to New York, and Jerry would do all the TV ads for us, so we would be Down Under with Jerry Seinfeld on TV saying, get a home loan, get a vacation, get a free vacation.

John Dwyer: Now, when Seinfeld got involved with something that was already successful, it went through the stratosphere. Um, now that bank had a marketing team of 12 people so I could get into their office. I can, you know, basically show off and provide the advice to them and say, you should do this and you put this on TV. You did this on the newspapers. You did this on Facebook. You did this on LinkedIn. And they had a team to execute. Um, in the small business sector, that’s not the case. Uh, they’re all too busy. They’re running their business. Whether it happens to be a butcher, baker, candlestick maker. So we woke up to ourselves after getting very frustrated. I would give them the Seinfeld style level advice. Uh, but I found that that was something that was just silly because they just they appreciated it, but nothing ever got done. They never executed it. So what we do now is that we implement it for them.

Lee Kantor: So now take me back to that time at that bank. So every other bank in the market was, um, working off a price or advertising on price or that was their point of differentiation. So you’ve you’ve found one needle in the haystack that you were able to convince to do something totally different. And, uh, and that’s not easy to do to convince someone to go against the tide. Can you walk us through kind of how you were able to persuade, usually a very risk averse group of people, to take a chance this bold at a time when none of their competitors were putting their neck on the line. How how did you persuade them to take the risk?

John Dwyer: Yeah. Look, very good question. Um, they were boring bankers. Okay, uh, lovely people. But you wouldn’t want to get caught in an elevator with them. The conversation wouldn’t be gripping. Um, and so therefore, they employ a marketing consultant like me who’s sarcastic and cheeky, and I thought we were probably going to butt heads. Um, as it turned out, they didn’t realize until I told them that they were a challenger brand. And if you’re not the Coca-Cola of your industry, um, you’re a challenger brand. Okay. And, uh, so, you know, I mean, Richard Branson used to be a challenger brand with Virgin Airlines, but of course, it’s up there now with, you know, American Airlines and everyone else. A challenger brand is one that doesn’t take the number one or number two spot. So when I got together with them in their boardroom and, you know, there might have been 7 or 8 managers around the table, I threw a Happy Meal box in the middle of the boardroom table. Uh, Anthony Robbins tells you, you know, you’ve got to get attention. So therefore, that was the way I got attention. And I pulled out the, uh, the toy. And I’d been there for a couple of months doing a time and motion study on the business from a marketing perspective. And they had been doing everything that all the other banks do. So it’s a me too industry, the banking industry or the home loan industry.

John Dwyer: They all look the same. So it’s all me too. Me too. Me too. And so what happens is I said to them, okay, um, this is what I think could make a big difference in your business. Now, I was being silly just to get their attention, and they said, okay, idiot. I mean, what are you talking about? With a toy out of the box in the middle of the boardroom table? I said, look, I will give anyone here $100. I put out $100 note because that gets the attention of a banker. And I said, I’ll give everyone $100. Note if you can tell me what a Happy Meal costs because they’ve all got children or grandchildren. No one got within a dollar. And I said, well, that proves to you that McDonald’s have taken your eyes off the price. Okay. It’s all about the toy. And so I suggest what you guys might like to do. You don’t want to be advertising on price. You are the 250th biggest business in Australia. So they’re not small. They weren’t a butcher, a baker. They’re a pretty big business. But the big banks, the Wells Fargo style banks were, you know, 50 times bigger. And that’s why they were a challenger brand. I said, so if you’re a challenger brand, you’ve got to do things differently. What is your acquisition tool at the moment? And they said, oh, we give 1% honeymoon rate to, you know, the husband and wife for the first year.

John Dwyer: I said, every bank does that. You know, if the interest rate was 6%, they’d make it 5% for the first 12 months to get your in, and then it goes back up to 6% after 12 months. Why don’t you pick that up and give it to this discount travel company that I’ve been doing some TV commercials for, and they will give you a $10,000 vacation for $5,000, right? So if you were borrowing $500,000 and a 1% honeymoon rate for the first year was five grand. You give that to them and they’ll give you ten grand holiday. And that’s what we did. So I introduced them basically to the travel company. And then the rest is history. We came on television and social media and we said, get a home loan from this bank or not even get a home. Swap your home loan from the nasty Wells Fargo bank who’s treating you like a number and charging you? Uh, well, what we would say is that not once in ten years we ran the promotion for ten years. Not once did they ever advertise a price. You you can imagine. That’s that’s, um. Nobody in the world would run their business for ten years without advertising a price.

Lee Kantor: Now, I know when you’re saying that, you tell them this idea, and instead of giving the 1% as 1%, you take the same amount of money or less and then make it into a vacation. Um, and, um, I just find it difficult to understand how a bunch of bankers throw their credit card across the table to you and say, oh yeah, let’s run that. Like, there’s committees. There’s boards of directors. How possibly were they able to be persuaded this simply on such a contrarian idea? I just think there has to be more to it.

John Dwyer: Uh, look, uh, I make it sound easy that they said yes on that day in the boardroom. No, no, you’re quite right. I mean, it took a couple of months for them to get their head around it and have all their usual committee meetings. Um, but, you know, it was I had been there, uh, as a marketing consultant for probably 2 to 3 months when I was just looking at all the stuff that they were doing and it was all rubbish. It was all the billboard freeway, right?

Lee Kantor: It was all the MeToo stuff that everybody else was doing. You were telling them to do something totally contrarian, something totally outside of what I would imagine would be their comfort zone. So I’m just want to understand, because this is what the listeners need, because this is there in that same position. A lot of listeners have a great idea. They just have a difficult time convincing people to take a risk. You were able to do that. I want to really understand how you were able to convince it had to be layers of bureaucracy to go along with this idea. Did they pilot it in a small way, or did they just kind of go all in? Like, how did this get across all of that bureaucracy to get a yes?

John Dwyer: Yeah. Look, um, I guess it starts with the big idea. If you’ve got a big idea, um, there’s a pretty good chance even a left brain person, which, of course they are, uh, would react to it. Um, I think really, if I didn’t have the pedigree that I had up until that time, uh, maybe it would have been difficult to get across the line, but I had pulled off a few of these things over time. Um, you know, over the years because of, I guess, thinking outside the box, I’ve done stuff with meatloaf and Michael Jordan and Paul Hogan, Crocodile Dundee and all of these sorts of people. So, uh, not that Seinfeld was part of the equation in the first instance. He didn’t come until 3 or 4 years into the campaign, but I had a reasonable track record. So therefore I would show all the things that I’ve done for the big supermarket chain here in Australia and for car dealerships and for butchers and bakers and candlestick makers. So I showed them what I had done. If this was my first rodeo, then yeah, probably they’d go, look, you have no clue. You don’t know what you’re talking about. And the fact that the travel company was already a client of mine and I was doing infomercials on television for them, um, I think that played a role too. So therefore I already had the relationship with the travel company and, you know, sometimes perfect storm. You know, the jigsaw pieces just fall into place. Um, I have to say this to you. It was easier to get the building society. It’s called the Greater Building society. It was easier to get them to say yes, to get a home loan, get a free holiday. That’s what we call it. Down under. You guys call it vacation, but we call it holiday. It was easier to get a yes from them for the concept than it was to get Seinfeld. So if you said to me which one was the easier, I’ll say the bank. Yeah.

Lee Kantor: So now do those same techniques work nowadays? Infomercials. Uh, those kind of, uh, classic direct response communications?

John Dwyer: Absolutely. Yeah, absolutely. It doesn’t matter what the medium is these days. Um, and, you know, I don’t do a lot of copywriting. Now, there’s a guy called ChatGPT that does it for me, but, uh, but nonetheless. Yeah, the when, you know, I’m a baby boomer. And so therefore, you’re going to get the question from younger people who own their business. Look, uh, how do we know that? You know, you’ve kept up with the times? Well, I have, because if you’re in the marketing game, you’re an idiot if you don’t. And I’ve got all the young guys around me that, you know, press the buttons when it comes to LinkedIn and Instagram and Facebook and so forth. Um, but the thing is, the actual principles of direct response marketing have not changed. It’s still basically problem solution marketing. You know, you overweight and you know you don’t feel good about yourself. Well guess what? I’ve got the solution for you. And coincidentally, spring and summer is just around the corner. You’re going to look good in your swimsuit. So problem solution. So nothing’s changed with regards to what direct response marketing is. It’s all about the problem, the solution. The only thing that’s changed is the platforms. You know, the communication platforms. And uh, yeah, I mean, it doesn’t it doesn’t take away that the idea that worked 20 or 30 years ago will still work. It’s just a different communication platform.

Lee Kantor: Now, in order to leverage the, um, social channels nowadays, do you have to use paid as well as, uh, kind of organic or can you get away with just doing organic?

John Dwyer: No, no, no, there’s no way in the world you could get away with just doing organic. And, you know, the platforms have designed their platform to make sure that you can’t. Yeah. Someone said to me the other day, we’ve got a couple of clients in Texas and, uh, they’re selling motorbikes. Uh, and, and, you know, although I’m down under, we have clients all around the world these days because what we do, of course, is package it together for them. And they just basically sit back and watch it work. And this happens to be, um, a vacation promotion. Um, with Seinfeld’s campaign going out. Get a home loan, get a free vacation. Uh, we got contacted by an international, uh, travel company who said, listen, we’ve got an access to empty rooms right? Throughout America and Australia and Europe. These hotels outside of school vacation periods are running at 30 or 40% vacancy. Um, can you help us? You know, basically fill those rooms by giving this as a promotion to businesses to attract customers. And I said, yeah, Hallelujah. They said, look, you’ve obviously got half a clue when it comes to marketing vacations Where a vacation company, we’re just helping hotels fill otherwise empty rooms. And it’s a win win win. It’s a win for the business that says, look, come and, you know, buy my refrigerator and you get a free vacation in Vegas.

John Dwyer: It’s a win for their customers, obviously, and it’s a win for the hotels because, you know, ordinarily they would have been running outside of school vacation period with 30 or 40% empty rooms. They fill those rooms and then hope whoever stays there might spend money on food and beverage. So that’s how it worked. And as it turns out, we have a motorbike dealership in Texas that launched the promotion, uh, for getting test rides. So it’s a test drive, but it’s a motorbike, so it’s a test ride. And I designed the promotion for them. We give them the vouchers for 3 to 7 nights vacation in New York and Orlando and Las Vegas and San Diego, Grand Canyon, all around America. So this voucher will give you up to seven nights vacation at any one of these four star hotels. In all those beautiful locations, all you got to do is take a test ride. Now, the mathematics on that is, is that for every ten test rides Odds. In the US, the average is 3.5. Conversion rate in sales. Now these are Harley-Davidson motorbikes. They are about 25 to $40,000.

John Dwyer: So you can imagine if I give them the vacation vouchers for $50, uh, and they give me ten times that because, you know, they do ten test rides. That’s a lousy $500 they spent. But if they sell three and a half times a motorbike, that’s worth 30 grand a time, it’s a pretty good oari. And, uh, it had been running for a couple of weeks, and I got on the zoom call with them and said, how’s it going? And the marketing girl said, look, not flash. You know, we’ve had about 10 or 15 people come in for a test ride, but we would expect it more. I said, what marketing have you done? And she said, ah, we’re boosting posts. That was it. I said, well, there’s your problem. Because the point is, is that you may as well just give a donation to Zuckerberg. That’s not going to do anything. You’ve got to do paid advertising anyway. Cut a long story short. We put the ads together and they’re doing paid advertising and kaboom, It just took off. So no, you can’t you can’t use organic and think that that’s the only thing that you’re unless you’re an influencer with a million followers, uh, you’ve got to pay Zuckerberg some money.

Lee Kantor: And then what is a budget that you would recommend? Maybe a solopreneur or business coach to start with?

John Dwyer: Yeah. Uh, you know, um, it comes down to the CPM, the cost per lead. Uh, and so therefore we advise people to do a test and fix mentality. So they should run at $50 a day for it depends on how wide your audience is. But let’s just say your audience happens to be your city or your state. Then you might run a 50 to $100 a day for ten days and see what your CPM is, your cost per lead. Um, and of course, the quality of those leads. Um, in our instance, you know, we’re a marketing agency and we have all these package promotions. So the, the vacation voucher one, which is extraordinary because you can actually give someone $1,000 value Vacation is only going to cost you 50 bucks. Um, we package that together and provide it to businesses, so all they do is press the button. We would market that down under, uh, here in Australia, but we do it in America as well. But we market that down under in Australia at around about $100 a day. Um, and that means over a week that’s $700. Uh, we will get leads. In other words, you know, business owners are scrolling through their phone and all of a sudden they see, wow, this is a a Happy Meal toy from heaven.

John Dwyer: You know, I can use this to sell my products because I can give someone a free vacation. They will stop. They will click the ad and go through to our landing page, and on our landing page, it gives them enough information for them to the landing page. By the way, if you want to have a look at is vacations incentive comm. So if you go to vacations plural vacations incentive comm, you’ll see it. Don’t worry that the price is $97 there. We give it for $50 for anyone that’s, you know, that looks like they’re going to do it properly. Um, but anyway, what happens is that they click, that they go through to the page, they get excited and fill the details in and then we follow up. Now we get leads for that at about $23. Um, sometimes it jumps into the 30s and 40s, but mostly for $23. So out of $100 spend today, I should get around about five leads. And if you’re closing, you know, two out of those five leads because it’s a spectacular offer. Uh, and we’re selling, you know, packages that are a couple of thousand up, then. Yeah, you get a pretty good return on investment, but it all comes back down to that cost per lead.

Lee Kantor: Now, in your business, are you still, um, so it sounds like you’re still doing, uh, kind of classic agency relationships with, uh, businesses, but do you have kind of the, um, few to many strategy as well where you do online classes, online kind of offerings?

John Dwyer: Yeah we do. Yeah, yeah. So, um, you know, the, uh, model that we’ve got because I realized that small business owners didn’t have the wherewithal to implement a lot of this stuff. The major part of our business is packaged promotions. So for example vacations incentive. Com has one. Um, we have another one called the Facebook contest formula. Uh, I think it is, uh, and what that is, we actually provide to them a service whereby they tell us what their product or service is, and we just get the leads for them. Um, so say, for example, a dentist, uh, came on recently and he’s after, you know, obviously fixing people’s teeth. And so therefore we said, okay, what’s the most expensive product that you’ve got that you want to push? And he said, oh, the Invisalign, um, braces. It’s the invisible braces. Instead of the kids having metal on their teeth these days, and they’re about $5,000 a pop. So we just ran a contest with the formula that we’ve got. I’ve come from a contest background, so we’ve done all the big scratch bingos for Murdoch’s newspapers and the monopoly style promotions for McDonald’s and all that sort of stuff. Right. So, you know, it’s in my DNA. So we ran a contest, as we do for everyone else. And it basically on Facebook said to parents, uh, would you like to win for your child? Invisible braces? Now, the only parents that enter that contest are parents with children who have got crooked teeth. If your teeth. If your children have got perfect teeth, you’re not going to want to win invisible braces.

John Dwyer: Um, he only spent $25 a day by seven days. And in the first seven days, he got just under a thousand contest entries. Okay, so let’s just say it was 990 or something. Uh, he gives one away and worth $5,000, but only costs him half of that. So he gives one away. But he’s got 1000 people then have glowed in the dark. Who said my child’s got crooked teeth? You don’t get a better database, you know, than that. And so therefore he then follows them up and offers them a special deal that if they actually do book his braces by the end of the month, they’ll get guess what a free vacation. So what we do there is we join both of those promotions together to give him dynamite. And because he couldn’t get to the, uh, he couldn’t get to the thousand people because we had to stop it. So successful for any one of our clients. We, you know, we had to stop the campaign pretty quickly, which is not exactly a smart move on my part. Uh, but anyway, because he couldn’t get to them, we just put our robot onto it. So we have a business within our business called a Genie Now.com. And what that is, is that a AI receptionist basically takes over so we can ring those thousand people within a few hours and offer them exactly the same deal. But a robot does it.

Lee Kantor: So it’s kind of a turnkey offering to any business out there that wants to run some sort of a contest online. They just are basically they pay your service, plus whatever the, uh, the fee to Facebook or LinkedIn or whatever platform they’re using.

John Dwyer: And that’s right. And look, and we keep, you know, look, most of the big advertising agencies, of course, as we know, because they’ve got to pay for the water fountain in the lobby and they’ve got beautiful offices and they’re driving Maseratis. They tend to have a, an ongoing consultancy fee, which is frightening. Uh, we don’t I mean, we’re a relatively small company. There’s half a dozen of us involved in the company, so we don’t have those ridiculous overheads. I think we are really on the ball when it comes to ROI, and it comes to the creativity of these concepts. Um, what we do is that we, you know, the, as I told you, the vacation formula, uh, that is like a no brainer for any B2C business. Um, you know, we’re giving these vouchers away for $50 a time now. They can’t buy in onesies and twosies. They’ve got to buy in multiples of, you know, 30, 40, 50, uh, but nonetheless, that’s that can fix a business in five minutes if they do it properly. That one I just told you there was all about leads and what we found when we got into it, because it generates so many leads so quickly and so cheaply, they can’t get to the leads. And so therefore, that’s why we got the AI receptionists involved. Uh, we do the million dollar draws, so we get $1 million, uh, insured for around about 20 grand. I can get $100,000 prize for a business for probably 3 or $4000. So all these are, you know, buy my product during the draw to win $1 million. Okay. So we do a lot of that package stuff. But then there is other things, uh, which if you don’t mind me plugging it, it’s JD Marketing makeover. Com so my name is John Dwyer. So JD marketing makeover. Com and in that instance it’s for businesses who just want to use my consultancy services and suck up whatever is in my brain and then go off and do it themselves. So there’s there’s the opportunity for consultancy if people want it.

Lee Kantor: Now as part of the service that when you’re, uh, building all those leads in the database for any of the people who are, um, you know, uh, signing up for, for whatever the prize or the contest is, is there any follow up email marketing offering as well, or is it on their own of the company has to kind of figure that part out?

John Dwyer: Oh, you know, that I would do all that as well. So therefore we create a full funnel. Um, uh, we have a software program called Go High Level. I mean, we’ve been through all the other ones. Um, Infusionsoft and Ontraport and a whole lot of them. Uh, but we have a database ourselves of, uh, just under 10,000 business owners. Um, most of them, 7000 are probably in Australia. The other 3000 are in America. Uh, so, yeah, we’re pretty used to doing the email funnels. Uh, so anything that we provide to a business, we make sure that we give them, uh, either advice or packaged promotions that play on very little input from them because we know they’re too busy running their business.

Lee Kantor: Now, a lot of our listeners are business coaches and entrepreneurs, uh, in America, um, is there uh, let’s see. How can I phrase this? You mentioned a success story for a fairly large bank. Do you have a story you can share for a solopreneur or an entrepreneur? Were you able to help somebody that maybe had was a coach or a consultant was struggling and you were able to help them get to a new level.

John Dwyer: Um, yeah. Look, plenty of them. And it’ll be the same story for all of them. Um, most of them are not scaling. That’s the issue. Most of them are not scaling. Um, yeah. I’ll give you an example, and I’ll come back to answer that question in two seconds. But I’ve got a buddy of mine, uh, flying down from the US, uh, to Australia in a couple of weeks time. And he’s, uh, he’s speaking at a conference Down Under, and this particular guy used to work for Disney, uh, in Orlando. So he was one of the senior managers in Disney. And, uh, as you would expect, anyone who’s worked for Disney is normally in high demand, uh, for, if you like, revealing how Disney runs their business. And so therefore he’s coming down under to have nothing at all to do with me. I’ve done some stuff with him over the years. He’s about my vintage. We’re both baby boomers, so we both tell dad jokes and, uh, but what’s inside his head is incredibly valuable because he worked for Walt Disney in Orlando. And so therefore when he contacted me and said, oh, JD, I’m coming down at the end of this month, um, do you want to catch up? I said, yeah, absolutely.

John Dwyer: Now, instead of just catching up and having a beer, I contacted him last week and said, look, why don’t we do this when you’re down under? Why don’t we do a webinar, uh, live webinar. It’ll be a two hour session and, uh, we will call it if Disney ran your business, what would it look like? And, uh, all it will be is that we will just hire a little room. Uh, we’ll have it set up, uh, like we’re doing now, but it will obviously be zoom visual and we will banter for a couple of hours. We will sell a product at the end of that, which will probably be a, you know, 2 or $3000 product, which they get his stuff and they get my stuff as well. Um, and there’s every chance in the world that we would have between 50 and 100 people on there. Realistically, we might get more, but let’s just say 50 to 100. Let’s just say you go high ground and we get 100 on there and we have just a 10% close. We will do better than that. I know because we’ve done it before, but let’s just say we have a 10% close on a 30 on a $3,000 product.

John Dwyer: So therefore that would be ten times 3000. That would be $30,000. We’d split with each other for just basically sitting down and talking for a couple of hours. So that’s what I would suggest to any consultant or business owner. Just think like that in terms of scaling and stop doing the Onesy Twosies. And this is coming from someone who made massive mistakes, by the way, because that’s exactly what I would do. People would ring me up and say, would you like a coffee? And this idiot who you’re talking to, Lee would go and have a coffee. By the time I got to the coffee shop and got back again, I lost half a day. And if they didn’t come across the line, then, you know, I wanted to just jump off the edge, you know? So what I do now is that there’s no such thing as coffee, and it’s not because I’m. I think I’m better than them. I’m not. It’s just that it doesn’t make sense to work on ones and twos so that what you need to do as a consultant Sultan is, you know, have, um, you know, webinars and and what you’re doing right now, podcasts where you’re, you’re selling once to many.

Lee Kantor: Great advice. I mean, it has been such a joy to be talking with you. Somebody old school with new ideas for today’s time. I mean, it’s just amazing conversation. Thank you so much, JD, for sharing. What, you know, um, is there kind of a central location for people to go to kind of get Ahold of all the things you mentioned?

John Dwyer: Uh, by all means. Yeah. So, uh, I’m not wealthy enough to have my own private island, uh, quite yet. So therefore I’m quite happy to hand out any contact details when people say to me, why are you still, you know, treading the boards? I go because I had six kids. I mean, we had the Von Trapp family and, you know, private schools and vacations. Yeah. Uh, that’s why I’m still doing what I’m doing. Um, yeah. Uh, Lee, uh, the best place for them to go would be the website. And that is the Institute of Welcome to the Institute of Wow.com. The one that might intrigue even business owners because they can use it themselves. Uh, is the vacations incentive. That’s an interesting one. But if they wanted to talk to me and just have a chat on zoom because their audience, I’m more than happy to do that. So therefore, my email address is John at the Institute of Wow.com. So if you contact John at the Institute of Wow.com, I’m more than happy to book in a zoom call with you.

Lee Kantor: Well, JD, an absolute pleasure. I learned so much. Thank you for sharing what you know. Um, it was a great conversation and you’re doing important work and we appreciate you.

John Dwyer: My pleasure. Thank you. All the best.

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

Tagged With: The Institute Of Wow

LaWanda Scales with Wisper Couture

May 7, 2025 by Jacob Lapera

ABR-Wisper-Couture-Feature
Atlanta Business Radio
LaWanda Scales with Wisper Couture
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LaWanda-ScalesLaWanda Scales, Owner of Wisper Couture, didn’t let anything get in her way of achieving her goals, dreams, and aspirations. Diagnosed with a rare medical condition and having several close calls to losing her life, she strived through it all with determination to live life to the fullest while enhancing the lives of others by doing what she loved.

After evaluating her new normal and deciding to make the best out of what life had given her, she decided to go full-on with building her empire. In 2017 LaWanda decided to take what started out as just a creative outlet and turn it into a successful brand. Wisper-Couture

A brand that stands for confidence, strength, class, and empowerment. A brand of value and quality. Inspiring others and creating unique pieces for the unique person.

Follow Wisper Couture on X and Facebook.

What You’ll Learn In This Episode

  • The story behind Wisper Couture and what inspired LaWanda to create the brand
  • What makes Wisper Couture unique
  • Who the Wisper Couture woman is — and how LaWanda’s brand empowers her

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 Atlanta Business Radio. We have LaWanda Scales and she is with Whisper Couture. Welcome.

Speaker3: Thank you, thank you, thank you for having me.

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

Speaker3: Well, Whisper Couture is a luxury clothing brand, and I serve women at the moment. Men to come soon. And what we are is a couture clothing all around fashion brand. And we pretty much empower women to live their own stories and walk their own journey and be bold about it.

Lee Kantor: So what’s your backstory? How did you get involved in the world of fashion?

Speaker3: Well, I started doing fashion because myself, I was born differently, able to had a little bit of a medical situation, and I noticed how clothing pretty much empowered myself. And then as I got older and started learning how to design myself, I also noticed how it empowered other women as well. So I just wanted to tap in more into it, and I just became very passionate about it and loved it ever since.

Lee Kantor: So do you remember the first thing in fashion that you made?

Speaker3: I made my sister’s prom dress. Yes. It was. It was interesting because I hadn’t had any sewing classes just yet. So. But it came out really well. Didn’t last long, but it did come out really well.

Lee Kantor: And then was that kind of the response you got? Was that enough to say, hey, I’m pretty good at this. This is something I want to do more of.

Speaker3: Oh yeah, she loved it. And she told me, you know, just from the design alone, that I should do more about more into it, dig more into it. And then from that moment, I just started to do little research and started to learn the trade a little better. And it just grew from there.

Lee Kantor: Now, did you get formal training or are you self-taught?

Speaker3: I got formal training after I went into college. The first time I went for fashion design. And then I went back for fashion product development.

Lee Kantor: And did that help you kind of, uh, create your brand, or was the brand bubbling in the background while you were learning all these kind of fundamentals.

Speaker3: Oh, yes, it was it. I kind of had an idea of what I wanted to do. I just knew I needed the education. So with going to school, it helped bring all my ideas together a little bit more, I guess you could say professionally. So it did help my journey. And then also my grandmother actually helped me pursue the college journey as well, because we tapped in a little bit into the design market for teddy bears.

Lee Kantor: Oh, so you do that also?

Speaker3: Well, I started off doing dresses for them, but then I tapped more into like doing it for women.

Lee Kantor: And then when did kind of the brand, the Whisper Couture brand, begin to, you know, be a thing where there was actually Whisper Couture, where someone could buy something from Whisper Couture.

Speaker3: That started in 2017. Actually, I waited until I got out of school and started to market it a little more. I did more fashion events and I did more custom clothing, and from there, I just made it more of a perfection.

Lee Kantor: Now, when you were building the brand, um, how did if you were giving advice to someone who’s thinking about building their own fashion brand, like, what are some of the things, the do’s and don’ts when you’re creating those first pieces?

Speaker3: I would say try not to live so much in a box, because it gets a little hard and a little tricky when you’re trying to compete against other brands, when what you really need to do is stand out. I would say probably learn the trade a little bit better as far as the design aspect and just construction wise, business wise, getting the circles you need to get into, adjoin, vent, join uh, groups, go to events and things like that and just overwhelm yourself with the culture.

Lee Kantor: Now, um, can you share maybe that first time you got into a big event or were you able to show a collection and really spotlight your work to maybe a new audience?

Speaker3: Yes. Actually, my first event was with Easter Seals. And, um, what we had to do is create two adult garments as well as a child’s garment and, um, matching teddy bear garment to go with the child’s garment. And it was just, I don’t know, it was almost like a rush, like I felt even when I was designing the pieces, I was excited about just showing my craft a little bit more to a bigger audience, because it was the first time I did a show. So, you know, it’s a little nerve wracking but exciting at the same time. But I learned so much and I got to meet so many amazing people in the meantime.

Lee Kantor: So how how realistic are shows on TV like Project Runway when it comes to fashion and kind of releasing products?

Speaker3: Realistically, they don’t show all the chaos. There’s a lot of chaos behind the scenes. Um, it’s such a, um, I would say a flash. Like, it goes by so fast. Like you don’t even like the going out on the stage afterwards. You don’t even realize how fast the show goes by, but it gets pretty hectic behind the scenes. Um, the time management is very different than what you see on TV. The pressure is different. Um, they show a lot of glam, but they don’t show the how tough it really can be. Whether it’s physical, emotional, they don’t show all the all the little details.

Lee Kantor: Now, when you’re building your own unique brand, are there things that is the objective to be anytime somebody sees. Something in your collection that they go, oh, that’s Whisper couture. Like there’s some something that signifies just at a glance almost that oh, I can tell that that’s a whisper couture garment.

Speaker3: Yes. For sure. Like, uh, I’m at the point now where I actually have people say that just because they know what is good for using unconventional fabrics, um, making certain designs. So that’s something you do want to be aware of and make sure you’re doing, is that you stand out from everybody else. You want to be able to have someone come up to you and be like, oh, I know your piece. I, I, you know, I seen your piece and I knew that was your brand right away. You know, that’s that’s an amazing thing to have like that stand out, you know, detail about your brand.

Lee Kantor: That’s a compliment, right? That’s like.

Speaker3: That’s very much a compliment. Yes.

Lee Kantor: And do you, do you remember the first time somebody said that to you?

Speaker3: Um, I don’t know if it was the first time, do I? I do remember someone coming up to me. I attended a fashion event. I wasn’t in it, but I did attend it. And someone had came up to me and showed me a picture of a piece I had actually did on another show, and they were like, I knew that was your piece, just by the fabric that was used and the detail to attention and that, I mean, that meant the world to me, because that’s what I want to show people. And for them to know that it was me. It really meant a lot. Like, I’m doing my job. I’m standing out. I’m empowering women. And, you know, it’s it’s a it’s making things memorable.

Lee Kantor: Now, how did someone, um, kind of buy something from your collections? Is it online or is it available in stores?

Speaker3: Yes. I actually have a website. Um, Whisper Couture that’s with no H. Com and everything is available on the site as well as I also tend to sell things at fashion events. So I’m all over I’m on social media. I’m on website. So. Yeah.

Lee Kantor: So so how does the marketing work? Uh, for somebody in the fashion industry, is it all pretty much done online nowadays?

Speaker3: For the most part it is. I try to attend a lot of fashion events. I have, um, models that I usually use for my brand, and I usually dress them for events, so that’s marketing as well. A lot of it’s social media. A lot of it’s ads, um, social events, fashion shows. But marketing is pretty much wherever you can get it nowadays. But social media is a really big one.

Lee Kantor: So like you’re showing up on, uh, Instagram or TikTok, uh, in places like that.

Speaker3: Yep. Instagram, TikTok, uh, YouTube, uh, threads, uh, Facebook and then as well as the website.

Lee Kantor: So now is there anything coming up that you’d like to share? Or do you have a collection that’s about to launch or an event you’re going to go to? Is there something that you’re looking forward to ahead?

Speaker3: Yeah, I’m actually in the process of rebranding, um, Whisper Couture and we are actually expanding our size. Uh, so we used to do from small to large, and now we’re going to be doing extra small to two XL. So we’re expanding not only our sizes, but we are also providing women with style guides that they can use to enhance their wardrobe with items they already have. So it’s not just a purchasing, but it’s also guidance towards in empowering women and letting them, you know, be bold in their own ways, whether it’s with things they have or things they purchase from Whisper Couture. So we’re expanding on not only our collections, but training as well. They need so.

Lee Kantor: So what is some advice you can share with that person right now that maybe isn’t ready to afford Whisper Couture, but maybe wants to make the best of what they have? Is there some do’s and don’ts that’s just waiting for them in their own closet right now?

Speaker3: Oh yeah, for sure. They can take something that like, I like to mix and match a lot of pieces. You don’t always have to wear what comes together. Like you can buy a set and you can match it up with a pair of jeans. Jeans are always good to have. Blazers are always good to have. So those are key pieces that you know no matter when you bought them. Always keep them around because fashion is like a wheel. It’s just it’s going to always come back. Those are staple pieces. So you know you’re going to always need them. So you don’t always have to buy something new. Just mix and match what you already have. Style it up with a different accessories such as shoes or belts. Even your jewelry. Like you don’t have to buy something all the time now.

Lee Kantor: Is there any, um, kind of accessory that’s hot right now? Is there a jewelry that is more popular than others, or pins or bracelets or necklaces? Or is there something that is kind of on trend right now?

Speaker3: Yeah, I’m seeing a lot of metallics on trend right now. Whether it’s a belt, it’s, um, big bold earrings, um, even metallics in the shoes, shoe designs, you see, like the brooches on shoes. Nowadays, brooches on shoes are really big, um, big bold jewelry as far as necklaces and earrings are really big.

Lee Kantor: So one more time, if somebody wants to check you out online, the website and the best socials to find you and the keywords to find you within the socials.

Speaker3: Yeah, sure, the website is WWE couture and it’s whisper with no H. And then our handles are also Whisper Couture with no H and we are mostly on Instagram. Facebook. Um, we’re doing some YouTube and some TikToks as well.

Lee Kantor: What an amazing story, LaWanda. Congratulations on all the momentum. You are just, uh, doing so well in a very difficult field.

Speaker3: Yes. Yeah. You got to push through, you know.

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

Speaker3: All right. Thank you so much for having me.

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

Tagged With: Wisper Couture

Jim Osterling with Bridge Realty Advisors

May 5, 2025 by Jacob Lapera

Pasadena Business Radio
Pasadena Business Radio
Jim Osterling with Bridge Realty Advisors
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Jim Osterling has spent his 46-year career in the real estate industry as a senior executive and board member for several prominent real estate developers. In 2002, he founded Bridge Realty Advisors, a real estate development and advisory company. Bridge develops real estate projects as a principal and also provides development advisory services to property owners.

He has been involved in real estate development projects with a value of over 5 billion dollars in a wide variety of property types including residential, affordable housing, retirement, retail, office, industrial, self-storage, resort, golf course, aviation, and master-planned communities.

He was CFO for California Pacific Homes, a development company affiliated with The Irvine Company. Mr. Osterling was CFO for Shea Homes, the nation’s largest private homebuilder and master planned community developer.

He earned his MBA from Northwestern University. Mr. Osterling earned a BS in Business from Iowa State University.  He served as an Adjunct Professor at the USC School of Planning teaching courses in Real Estate Development and Finance.

He was elected to serve as a trustee for Pasadena City College for 2 terms, 8 years, representing Seat #2 – Sierra Madre, NE Pasadena, and Altadena. Jim served as the Vice-Chair of the Altadena Community Standards District (CSD) Committee which updated the land use policies in Altadena. Jim serves on the Board of Directors of Villa Riviera Estates, Inc. building affordable housing for Santa Barbara Cottage Hospital employees.

He is a CPA, member of the Urban Land Institute (ULI) and served on the government affairs committee of the California Building Industry Association.

Jim’s hobbies include historic renovation, creating music playlists, basketball, tennis, and swimming. Jim and Scarlett have two adult children and celebrated their 45rd wedding anniversary in 2024.

Connect with Jim on LinkedIn.

What You’ll Learn In This Episode

  • What a real estate developer does
  • The current challenges and opportunities in the real estate development industry
  • Some of the key personality traits to be a successful real estate developer
  • The education and career experience that can lead to a career in real estate development
  • The most interesting and rewarding aspects of being a real estate developer
  • What role real estate developers can play to help rebuild Altadena and Pacific Palisades after the devastating wildfires

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studios in Pasadena, California. This is Pasadena Business Radio. And now here’s your host.

Lee Kantor: Lee Kantor. Here. This episode of Pasadena Business Radio is brought to you by Xavier Inguanzo, realtor. Berkshire Hathaway HomeServices California Properties. Today on Pasadena Business Radio, we are honored to be talking to Jim Osterling, CEO of Bridge Realty Advisors. Welcome, Jim.

Jim Osterling: Thank you. And welcome. And it’s a it’s an honor to be to be on your show. Looking forward to it.

Lee Kantor: Well, I’m so excited to learn what you’re up to. Uh, please tell us a little bit about Bridge Realty Advisors. How are you serving folks?

Jim Osterling: Bridge Realty Advisors was established in 2002, and prior to that, I had been in a top executive in several major, well-known Southern California real estate development companies. Left the security blanket, if you will, of of large corporations and started out on my own. And the initial game plan was to provide services that I did previously as an employee at these major companies and instead provide those services, advisory services for consulting services to my clients. So we started out doing financial advisory services, which is just a fancy way of saying money raising, money finding real estate is a very capital intensive business. So in order for projects, even by major developers. To get completed. They require OPM, other people’s money, debt, money, equity, money, etc. and that’s how the business initially got started. We had some success. We raised capital for clients and earned our success fees or brokerage fees. And then we started. Investing in developing projects as principals.

Lee Kantor: Now, for folks who aren’t familiar with kind of the day to day of a real estate developer, can you share a little bit about what that’s like? Is it is it you have to have people come to you and say, I have this plot of land and I want to build a building, or do you like, stumble upon a plot of land and say, hey, this could be a whole neighborhood? Or like what is kind of the ins and outs of what you’re doing on, you know, kind of a daily basis.

Jim Osterling: So that’s truly a great question. There is no such thing as a typical day. Every day I start off, I have an idea in mind of what I’m going to accomplish that day, and along the way, something happens and and I get diverted to this, that or the other. So if you like structure and very planned out schedule for the day and regular routine hours, this is not the business that you want to be in because it’s long hours. It’s hard work, it’s very fulfilling work, and it’s unpredictable. To try to answer your question, do the deals come to me or do we go out seeking deals? The answer is a little bit of both. We have, um, I’ve been doing this for about 46 plus years now, and over time you start to see patterns and opportunities, um, based on the economic cycles and the interest rates and the in the capital market cycles. And so we have ideas of things that we can successfully develop at this particular time or whatever. Um, so we do have some strategic thought about what we’re trying to do and how to go about doing it. But the actual process of finding a project is very reactive. Even though our our we try to be proactive and strategic. And what I mean by that is, is the opportunity to develop something comes along when a property becomes available in the marketplace, a vacant parcel of land or land that has some old, unimproved buildings on it.

Jim Osterling: Um, that need to be scraped and developed, which is the same thing as vacant land. It just looks different. So even though we have strategic ideas of what we’re looking for right now, um, You have to find opportunities, properties that are available with which you can then pursue. And that particular development that you’re that you’re looking for. And to try to be a little more concrete about it. For example, right now in most markets, including Southern California, we don’t need to develop new office buildings, um, for fairly obvious reasons. Um, and that is, um, due to Covid and how the working world changed and we, we overnight flipped from mostly being in the office to being, uh, entirely working from home. And now we’ve, uh, kind of switched back to what’s called the hybrid model. But, um, in general, um, we have way too much office space because it’s being utilized less Than it was pre-COVID. And I just give that as an example. So strategically, right now we’re not looking for land to develop into office buildings. On the flip side, um, housing, we’ve been short changed, um, housing production nationwide, statewide, region wide for many, many years. So there’s still lots of opportunity for new residential development of all types luxury housing, uh, working, uh, working housing, affordable housing. And so we tend to be more active currently looking for those types of opportunities.

Lee Kantor: Now, um, it’s funny because you mentioned two things that I’m curious about and maybe you can educate us about this. So if on one hand, you have all these office buildings that are maybe underutilized and you have all these people that are looking for homes, can you explain why it’s not that simple to just make the office building into like, condos, like, structurally, they were built for offices. So there’s some challenges in retrofitting an existing office building into, you know, a bunch of condos.

Jim Osterling: Yeah. Lee. Uh, excellent question. And we are seeing some conversion of some office buildings into residential, and we are seeking those opportunities as well. Um, but it’s not as simple as just saying, oh, gosh, we have a bunch of empty office buildings, and we’re going to convert them into much needed residential. And in simple terms, um, most modern office buildings that are designed and optimized for today’s, uh, working for working world, uh, offices that people work in, um, tend to be fat rectangles. This is very simple, but it’s important. And, um, residential. One of the fundamental things that you need to do is to bring, um, air and light into most all of a residential area, um, your bedroom areas, ideally your living room areas, less, less important for the kitchen and bathroom areas. And when you have a big fat rectangle, you can put some form of residential around the perimeter of that former office building. But the core, the center of that office building, is very deep within, and it’s hard to get to design floor plans that go all the way into a big fat rectangle.

Jim Osterling: So what we find is the office buildings that lend themselves best to residential conversion tend to be skinnier buildings, and therefore they tend to be older. So, for example, in downtown Los Angeles. Many years ago, they passed the Arrow Adaptive Reuse Ordinance, and that ordinance allowed developers to relatively, uh, in a streamlined way, convert old office buildings into much needed residential. And that work because those old, beautiful Beaux Arts building, the downtown um, finance district, uh, and so on, had u-shapes and E shapes because there was no air conditioning back in the 1920s. So they needed to to have the ability to open windows. And so these were skinny buildings and they’ve been, um, fairly readily converted. And there’s more of that inventory available in downtown LA and elsewhere. So we will see some, um, office conversions to residential. We we have seen and will continue to see that. Um, but it is a very complicated and costly process. Um, and so it’s not a slam dunk as, as we would think and hope that it might be.

Lee Kantor: And I thought another limiting factor was the plumbing that most offices have, like bathrooms only, you know, in one portion.

Jim Osterling: Thank you. Yeah. So when you look at the design of a of a modern high rise office building or mid-rise office building, all of the utilities come up through what is called the core or the center of the building. And so in your core, you’ve been in an office building. You’re going to have the elevators in the core. You get off the elevators and the plumbing. The bathroom tends to be somewhere right around the elevator in the center of the building, in the core. And those are called chases. So you have plumbing chases and drainage chases coming up that core. You have electrical conduit coming up that core. But yeah, that’s that’s it. So the plumbing ends at the core area because that’s where your office kitchens and bathrooms are located. And like we’ve already discussed, the residential units are going to be at the, at the exterior, um, at the, the outer edge of the, the building, not there in the core. So yes, bringing plumbing and drainage, um, to every different unit is is a significant cost.

Lee Kantor: Now, um, in today’s business climate where we’re dealing with higher interest rates, there’s now tariffs. How does that change. Maybe the opportunities like um, in every economic situation we have there’s there there’s always opportunities. What is there opportunity in um in real estate development. When you’re when you have these kind of challenges of high interest rates, uh, tariffs and even some of the immigration policy that that might be affecting labor.

Jim Osterling: Yeah. You’ve hit on some really important and impactful issues that are affecting real estate right now. In my 46 year career, um, real estate development has never been easy. There’s always challenges. But I will say right now, at this particular time, second quarter of 2025, the amount of headwinds and challenges that a property faces to be successfully developed or redeveloped, um, is extremely challenging for the reasons that you’ve already mentioned the mortgage rates, whether it’s for your home loan or mine, or for a commercial property, an office, a shopping center, an apartment building. The mortgage rates have gone from about 3% back in, say, 2021 to about 7% today, and that more than doubling of interest rates has a tremendous, tremendous impact on getting a building to cash flow and being able to make its debt service. So that’s the interest rate, significant, um, impact. Um, we are hoping that rates will come down soon. I thought they would, um, start to come down already, but they haven’t. They’ve remained stubbornly high and inflation has remained somewhat stubbornly high. Uh, the next element you mentioned is cost increases. Um, um, the cost to produce real estate, the labor and materials was creeping up and getting high before Covid. Covid disrupted the Did the supply chains and made the material costs higher and very much affected the labor base. Uh, so labor became more scarce and more expensive.

Jim Osterling: So coming out of Covid, um, the costs increased a lot. Um, I thought once the supply chains got back to normal again, coming out of Covid and the and the labor return to the market, those costs would decrease. And I was wrong. They did not. Um, and then so we were already in this environment of, of higher costs and higher interest rates, and then the two current um, shocks to the system that we haven’t felt yet, really, but we are definitely going to feel them. Is immigration reform certain types of construction, uh, is very much affected by immigration reform. Other types are not. Uh, if you’re doing a Large scale downtown anywhere USA high rise with with union labor. Not so much impacted by immigration reform. If you’re doing, um, your own home remodel or if you’re doing track development somewhere, let’s say in Southern California, that labor base is much more impacted by immigration reform. Uh, the full impact of that hasn’t been felt yet, but it will be. Um, and then, uh, you mentioned the tariff reform. Um, a surprisingly large amount of our building materials do come from China. So a 145% tariff on goods from China is just a cost increase, uh, that, that a project can’t bear on top of everything else, all the other shocks that we’ve said.

Jim Osterling: So the great equalizer or the plug number in our know, development pro forma is the land price. And we if you owned a valuable parcel of land, you don’t want to hear what I’m going to tell you. And that is is because of all of these interest rate increase and costs of production increases, the LRB, the land residual, the amount that I can pay to buy your land and make a successful, profitable development out of it. The price that I’m willing and able to pay has gone down. And so there’s stiff resistance by land sellers to not wanting to reduce their land prices. So, um, things are kind of, um, stuck right now on the land acquisition side. And something has to give either our interest rates or our production costs have to come down, or sellers are going to have to adjust their expectations. And these are all normal frictions in the marketplace between buyers and sellers of land. But the exacerbated right now by all of these, these confluence of cost increase factors that are that are hitting us all at once. So in summary, it’s a really, really challenging time. We look at about 100 potential deals for every 1 or 2 that we might do. And, um, the filter has become even more extreme as we look at today’s market.

Lee Kantor: Yeah, you can’t squeeze just part of the balloon. It’s going to have an effect on other parts. So something has to give. Something has to give at some point. Right. You know, I guess the if you have land now, you’re just kind of in a holding pattern and hoping something else changes. But if it doesn’t change, at some point you’re going to have to make some adjustments.

Jim Osterling: You know, from right from my vantage point. I’m not seeing a lot of land currently moving, but there’s others in the system that are, you know, the the commercial, um, uh, real estate brokers that, that, um, list and buy land. They might be able to tell you that there’s more transactions perhaps, than I see. Again, we look at a lot of deals and we just, uh, we’ve always been very disciplined and very conservative. Um, but, um, we’re looking at a lot of deals, and they just, um, don’t make sense in today’s high cost environment.

Lee Kantor: Right? The math has to math. Right?

Jim Osterling: Yeah. Yeah.

Jim Osterling: Correct.

Lee Kantor: Now, um, beyond the financial, uh, returns, is there, uh, kind of a bigger why to to why you do what you do is, um, you know, um, you know, there’s a financial aspect obviously, to it, but there has to be something rewarding seeing a building go up or seeing a neighborhood, you know, come to life and seeing families going in there. And the impact that you’re making in a community with your work. It has to be so rewarding. Is there a story you can share about, you know, that side of the business?

Jim Osterling: Well, um, it is very rewarding. And it it’s it’s long hours. Um, I work 50 to 70 hours a week, and you’re constantly juggling from one project to the next. And, um, working on a land acquisition, um, today, tomorrow, you might be working on a, uh, with your, um, creative team, the architect and design team, you know, working on design challenges. Um, uh, the next day, you might be doing CM Construction management, um, um, or doing all of the above, um, you know, every day on a daily basis. So the rewards are the variety of work that you do. The, the, um, the reward of seeing a vacant piece of land turn into, uh, real estate, where you’re providing homes for families, where you’re providing places for people to work, to shop, uh, to entertain, to to, uh, recreate. Um, and I’ll give you a local story that has been particularly rewarding and fulfilling to me. Uh, right here in Pasadena. Uh, a few years back, we embarked on a new development, um, that successfully was completed back in, um, uh, 1921. Um, pardon me. We started it in 21, and we finished it in 1923.

Jim Osterling: This is called Pasadena Studios at 280. North Oakland and its 180 unit apartment building. What makes that project particularly rewarding and fulfilling to me personally, is that every single one of those units is affordable for those in the greatest need in our community. And these are technical terms called very low and extremely low income residents. So everybody living in that property has to make below certain levels of income to qualify. And then their rent is a relatively manageable 30% of their income. And um, it enables somebody to live in Pasadena, um, that otherwise wouldn’t. And possibly because they work in Pasadena or otherwise. And that was a very rewarding project. And today, that project is fully leased. We have about one vacancy that’s going to be filled in in a couple of weeks after we turn over that unit and move somebody new in. So, um, and the thanks that we’ve received from the staff in the city of Pasadena and the elected officials bringing much needed affordable housing to our city, it’s just been a a very rewarding experience.

Lee Kantor: Now what in your ideal world, if if communities were trying to, um, create more affordable housing, do you need that kind of private public partnership in order to pull something like this off in a, in a fairly efficient manner?

Jim Osterling: Um, yes. Uh, excellent question. And, uh, I believe the answer is yes. Um, I grew up in Chicago and I watched the C.H. in Chicago Housing Authority, where they would develop and own and manage the affordable housing for low income folks. And these were high rises, and they were notoriously poorly developed, poorly managed, and all kinds of problems associated with many of those buildings have been demolished and rebuilt. And coming out of that, I learned a lesson. You need the public incentive to make affordable housing attractive and able to be developed by the private sector developers, such as our company. Um, and but the the business of designing and constructing and owning and operating a business is a very, very, um, entrepreneurial business that requires, you know, constant attention and hard work. And so I think the best mix to provide as much affordable housing as possible, um, is private sector execution with public sector, um, uh, incentives. And in the case of Pasadena Studios, in a in a quick nutshell, it was tax exempt bonds and tax credits that enabled us to drive the affordability of every one of those units down to those lowest levels, very low and extremely low income residents. We couldn’t have done it without those those government incentives.

Lee Kantor: Now, um, as we’re getting ready to wrap up, I think we’d be remiss without mentioning, um, the rebuilding of Altadena, Pacific Palisades after the wildfires. Can you talk about what, uh, real estate developers role is in dealing with something, you know, a tragic event like that. And and where there is, um, a place for real estate developers to really use their expertise to reboot an area like that.

Jim Osterling: Yeah. The, the, um, uh, the Palisades Fire and the Eden fire were just horrific. Nobody anticipated the scope and extent we know that we live in in areas where wildfires are prevalent. They start in the mountains, and then they can and do move down into the residential areas. Uh, I’m a resident of Altadena. Uh, Scarlett and I, my wife, we were very fortunate. We fled our home on Tuesday, January 7th at 6:30 p.m.. That that, uh, Eden fireball was coming right at us from the Edison transmission tower, which we live very close to. We knew that our neighborhood and our homes were going to be destroyed, and the winds changed after we fled during the night, and we returned the next day in a home was still standing, albeit smoke damaged. We have so many friends, neighbors, uh, people that I know from, uh, the community from from our club, from being in elected office, easily 200 folks that we know personally that lost their home and that many and more like us that were smoke damage and evacuated. We, um, just returned to our home a couple three weeks ago and just glad to be back in and so fortunate that our home was, was, um, uh, saved, albeit smoke damaged. Um, to try to answer your question, um, there’s going to be there has been already a variety of reactions. By those that were, um, so unfortunate to lose their homes, ranging from immediately going out and hiring an architect and getting started on the redesign and the rebuilding process to, um, many folks just saying this is not how I want to spend my next two or 3 or 4 years.

Jim Osterling: It’s really hard work. It’s not something I know that much about. I’m not good at it. I don’t want to do it. It’s going to be very costly. And there’s already been, um, a number of homes placed on the market. Um, I don’t really see a big role for large scale real estate developers in the rebuilding of the Palisades and the Eaton Fire. I think you will see small scale, um, developers. Maybe it’s a general contractor that that is willing to go out and buy land and use his contractor base and his own resources to build something, maybe to live in themselves, maybe on a spec basis to rebuild. So there’s certainly a role there. And professional developers such as myself, um, we do this on a day to day basis and have much more experience. As I mentioned, I’ve been doing this for 46 years, and every day I do this, I learn more and learn what I don’t know. And so for folks that have never done this before, um, it can be daunting. It can be a daunting task. Uh, both the city of LA for the Palisades and LA County for Eden. They have pledged to streamline the rebuilding process, and I believe they will, but it’s still a complex undertaking, higher in architect overseeing their work.

Jim Osterling: And then the the biggest challenge is on January 6th. Many of us were properly insured. I think, you know, if our building, if our home had burned down in isolation, um, our insurance coverage would have been enough to rebuild our home. But none of us, none of us anticipated 5000 homes over there in the Palisades and 6000 homes here, um, in Altadena. And not to mention all the commercial and apartment structures that went up at one time. And that’s going to be a tremendous stress on our architect and engineering, uh, base, the design professionals. It’s going to have a huge impact on the The construction industry capacity to rebuild all of these homes at the very time that we’re dealing with immigration reform and, and, and tariffs and all of that. And simply put, on January 8th, all of us, um, ourselves included, we were underinsured. Um, uh, we thought we had proper levels of insurance, but the costs of rebuilding all of our homes overnight increased by 50% by 100%. We don’t really know. And nobody had insurance up to that level. So those that do rebuild, um, many of them, most of them. All of them perhaps, uh, in addition to whatever they can get from their insurance proceeds, um, will need to come out of pocket with additional capital or build something smaller than what they had before.

Jim Osterling: There’s various choices. So in addition to that work being difficult, detail oriented, and time consuming and challenging, it’s also very costly. And and some of the folks have just said this is not for me, and they’ve put their lots for sale. Um, um, large public home builders. And I’ve worked for large private home builders, typically will buy a large acreage of land and develop 100 homes or 200 homes or 5000 homes on those large acreages. This is not going to be like that. They’re going to have a lot here and a lot there that comes up for sale. Um, so it’s not going to be a large tract development, like, you know, you would see in Orange County in the Inland Empire. That’s not necessarily a bad thing. One of the unique things about architecture, about Altadena. That that we all love is the variety of architecture and the variety of people that live here. And, um, it has a different look and feel than Irvine, California, where I’ve built many, many tract homes. Um, and people love Altadena for the diversity of people, for the diversity of, of housing that that we live in. So it’ll be a small scale opportunity here and there for, for smaller developers. And, and I’m not saying that in a negative way. That’s, that’s not a bad thing at all.

Lee Kantor: Right? Because you lose that economy of scale when you’re building the tract homes.

Jim Osterling: Yeah. There is economy of scale of building. You know, when we would do a typical 100 lot tract, we had developed 4 or 5 floor plans, and then we dress them up with different elevations to make the homes look more varied than that. But we were building the same 4 or 5 homes repetitively. And yes, there were some economies of scale and you go up a learning curve of building the same thing over and over. But to be honest with you, it is a more repetitive and, um, less diverse and you could say more boring product. I’ve built wonderful production homes that I’m very proud of, the homes and the communities and providing housing for families. But but it is a more competitive product.

Lee Kantor: Is there a place for any of the new technology, like with 3D printing and things like that, to, you know, make things more affordable or efficient?

Jim Osterling: Oh excellent question. Um, you know, in the same way that Covid accelerated various things, um, you know, including like, uh, more, um, Amazon.com, you know, buying, um, you know, through the internet. This rebuilding will definitely do that. I follow the, the 3D printing. I haven’t really seen how that’s going to work, um, yet. Um, I think, though, what you are going to see is you’re going to see, um, well designed modular housing. So just for example, in Altadena and in the Palisades, one of the things that they’re allowing homeowners to do if they want is to build first an Adu, an accessory dwelling unit on their lot so that they can move in and, and, um, get out of whatever temporary housing they’re in, um, while they then do the larger build on the lot, the main residence, the main house, that’s something that some will do. Um, not everybody, but that’s an opportunity. He? And, um, if you can bring in, um, that adu in a in a modular format. Already pre-built at a at a nearby factory and transported to the site. You can do that. Uh, more quickly. Um, maybe more cost effectively, maybe not. So I think I, I think we’ll see. Modular. Um, um, housing, we’re going to see, um, pre, uh, approved plans. And that’s important because it can take a long time for the city of LA or the County of LA to approve your building plans. And if you have some pre-approved plans that are already planned, checked and approved by the city, by the county, uh, that streamlines your design process.

Jim Osterling: And then you will get some, uh, learning curve and economy of scale when you build those pre-built plans, but it’s not going to look like a track development. Um, you know, in the, in the Inland Empire and Orange County, let’s say, because, um, it’s these, these, um, pre-approved plan homes are going to be sprinkled here and there throughout. So it’s not going to be a a bland, boring, uniform environment. You’re going to have a lot of people doing their own thing, rebuilding their home much the way it was before. You’ll have a few lots here and there that do get sold that, that, um, um, you could put a pre-approved plan on or you could custom build a plan for that home. So, um, we had a lot of lovely old homes from the 20s. I used to live in a beautiful Monterey colonial built in 1932, and I hope the current residents, that home was burned down. I hope they do something beautiful, but it probably won’t look the same as it was before. Um, and, um, there are some of us architectural preservations, myself included, that love those old classic homes, but we have to, um, move on and we have to look forward and we have to see what new modern designs, um, those homeowners are going to, to choose to do.

Lee Kantor: Well, Jim, thank you so much for sharing your story today. Um, if somebody wants to learn more, have more substantive conversation with you or somebody on your team, is there a website for bridge?

Jim Osterling: Yeah. The the website for bridge is, uh, w ww dot bridge Advisors. Dot com. And uh, at that website, uh, you are. Our contact information is available and we’re happy to, um, talk to anybody that’s interested. And particularly for the Altadena rebuild, I’ve tried to be a knowledgeable resource in our community to help friends and acquaintances with with questions that they have, and I’m going to continue to try to help our community rebuild in that way.

Lee Kantor: Well, thank you again for sharing your story, doing such important work, and we appreciate you.

Jim Osterling: Yeah, thank you for for doing what you do and getting the word out about what’s going on in our local business community. That’s important work.

Lee Kantor: All right. Well, thank you very much. This is Lee Kantor. We’ll see you all next time on Pasadena Business Radio.

Tagged With: Bridge Realty Advisors, Jim Osterling

Carly Pepin With West Coast Growth Advisors

May 5, 2025 by Jacob Lapera

High Velocity Radio
High Velocity Radio
Carly Pepin With West Coast Growth Advisors
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Carly Pepin, International Business Coach and Human at West Coast Growth Advisors.

She is an International Speaker and Consultant with a specialized focus on leadership and scaling business utilizing human behavior principles and strategic growth strategies. She shares the message that regardless of one’s background, occupation, or origin, every individual encounters personal and professional challenges stemming from their own perceived flaws.

She highlights the transformative power of reinterpreting these narratives to lead a fulfilling life. Having devoted her life to mastering the intricacies of human behavior, she integrates this knowledge with strategic business processes and systems to empower clients both professionally and personally.

Through her guidance, individuals and businesses alike learn to purposefully design their trajectories, moving beyond obligation to genuine fulfillment and achievement.

Connect with Carly on LinkedIn.

What You’ll Learn In This Episode

  • Burned Out & Overwhelmed: How to Fall Back in Love with Your Business
  • Scaling With Purpose: How to 3–5X Your Business Valuation Without Losing Your Vision
  • From Operator to Visionary: The Leadership Shift Every CEO Must Make to Scale
  • The Human Side of Scaling: How Behavior Shapes Business Growth
  • Balancing Pride & Shame: The Untold Leadership Skill That Changes Everything

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 Carly Pepin. She is an international business coach and human behavior specialist with West Coast Growth Advisors. Welcome.

Carly Pepin: Thank you so much for having me, Lee.

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

Carly Pepin: Yeah. So we really help bring life to business owners, entrepreneurs to their vision. So we work with them on an external level to help them scale their companies. We focus on the people, strategy, execution and cash side. And then we’re also doing the internal dynamic where we’re doing a lot of leadership development and personal development as well to help them along the way.

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

Carly Pepin: Yeah, absolutely. And definitely when I first began, I kind of began just doing the personal development dynamic. It was trying to solve my own problem. Couldn’t figure it out. Uh, once I did find a really inspiring solution, a few of them. I just really wanted to share it with other individuals. So I turned it into a business, and it kind of spiraled into the business scaling and strategy after realizing we continued to attract entrepreneurs, business owners, and that all this stuff that was going on on the inside was affecting what was going on on the outside. Um, so we started to incorporate a lot of the scaling strategies to ensure that they could basically focus on both simultaneously.

Lee Kantor: Is this a methodology you developed, or you partnered with an organization that kind of gave you a structure?

Carly Pepin: Yeah. So I partnered with an organization. So we use the scaling up system and that is by Verne Harnish. So we love that one. It’s definitely stood the test of time. And for me, when I pick something, I pick something that usually most people are pulling from. So it’s the most comprehensive and definitely the origin point of a lot of the offshoots. So I really love it. It’s been amazing.

Lee Kantor: So now are you working with typical people that have had coaching in the past and are switching to you, or are you sometimes the first coach they’ve ever had?

Carly Pepin: I’ve done both. Yeah, sometimes you’re the first person and sometimes they’ve had previous coaching. So definitely it just depends on the person and yeah, sometimes both.

Lee Kantor: Now if you were coaching a person about getting a coach, what are some of the do’s and don’ts when you’re choosing, you know, to make sure it’s the right fit for both of you?

Carly Pepin: Yeah. Remember, when you’re on a sales call, I think sometimes people get nervous on being on a sales call. I don’t even think like, to me, they’re not sales calls. They’re Conversations. And when you’re on one of those conversations with people, you’re also interviewing them. So you’re checking in. You can ask them for some extra insights, some extra details to make sure that the individual that can get you what you want, but also that you like them. You know, when I’m working with clients, we’re working for a year minimum generally. And so part of those conversational components is making sure we actually get along like you want to hang out with me for the next year minimum. So that’s part of the dynamic too, is you don’t just want to pick someone who has like what you need, but also someone you like because it’s generally a pretty intimate dynamic.

Lee Kantor: So, um, some of your clients come to you because they have a desire to grow their business. Maybe they plateaued, or maybe they aren’t growing as fast as they would like it to grow. Can you share a little bit about what those early conversations are at the beginning? Uh, to make sure they’re the right fit and then managing their expectations of what’s possible.

Carly Pepin: Absolutely. I’ll just be asking a lot of questions, basically in the sense of first, I have them go through a few really in-depth questionnaires because I want to find out what’s going on in their business. Right. And so by the time I get on the phone, I have a good idea whether you’re kind of lacking in people, strategy, execution, cash, what’s going on with your mindset. Right. So I’ll have a general pretty general idea. Then I’ll ask questions to dive a bit deeper into those dynamics. There’s going to be the things that you can see and that you know are a challenge. But we’re also looking for like, what are what are the things beyond what. You know, in a sense, what are the levers that are actually controlling the more obvious challenges that you’re focused on? So it’s a lot of question asking, you know, basically that first initial conversation is me gathering data to ensure that I know exactly what you’re looking for and know exactly what you need. You know, and it’s cool because, you know, you ask the right questions. You can pull up that information pretty quickly. And there have been times when I’ve just been very transparent and said, I’m said. Definitely not a fit for you. I don’t do this, but let me check my network and see if there’s someone I can refer to you to instead of, you know, trying to do everything. There’s a lot of things that I don’t do, but there are things that I very specifically do.

Carly Pepin: So that’s part of it as well. And then also just engaging in the dynamic to see if they’re able to invest that kind of time of energy into their company. There’s going to be a degree that, yes, it may be challenging. It’s going to be challenging on a regular basis to make these kind of shifts, but more so I’m looking to see if you really want to. Right. So it’s kind of checking in on the desire level, like does this person really want to do this because it is hard to implement these systems and processes. But at the end of it, you’re really grateful because in the beginning it’s challenging. It’s hard because shifts like that are constantly challenging and hard, especially in a company. But at the end of it, you’re grateful, and it makes life easier if you’re willing to go through that effort, you’re great to be on the team with. But if I can tell that, yeah, you just you’re not going to and you’re not going to do the stuff in between. It’s a waste of time and money for you as well. So I really check in to see all those different dynamics to make sure that this person, if they’re making that investment, will not only get the best out of me, but also get the best out of themselves.

Lee Kantor: What are some kind of clues that you pick up on that the person isn’t kind of all in? Maybe they feel like that they should do this, but they’re not actually doing. A friend of mine calls it doing the do. They’re not, you know, kind of doing the the work of the grind.

Carly Pepin: Yeah, absolutely. And it’ll be interesting because it’s, um, it’s funny, it’s not even so much that they’re not doing the grind. It’s that they just don’t want to switch it up. Right. And so there’ll be a dynamic when I’m talking to someone where I’m kind of giving them the information of how and what it looks like to work with an individual like myself or one of my other team members. And it’s like, okay, so if we’re going to do this and we’re going to go through this process, this, this, this and that, if I keep coming up with obstacles And, you know, barriers. And we can’t do this. We can’t do that. If it gets to a point where, you know, and I keep saying, well, this is how we would do it, this and this. And you kind of give them examples and you’re showing them the possibility and they keep coming back with no, like I’ll ask the question like, do you really think this is a good fit? Because these are the things that I’m going to ask you to do, and you just keep giving me no. Right. Sometimes at that point, I’ll get a response where they’re like, no, no, no. I just I’m really stressed out. And it’s like, okay, well let’s focus on the internal part as well and see if working through that would help you with getting this stuff done on the outside.

Carly Pepin: And sometimes they just look at me and they’re like, yeah, I think you’re right. And I’m like, okay, cool. If you’re ever interested, they can always reach back out, right? Like it’s not a big deal, but it’s really just checking in and asking those questions and seeing the resistance that comes forward immediately. You know, like, um, I even talked to someone about like a couple things recently, and, yeah, they wanted me to do something and I just I told them no. And I was like, I’m not your ideal client. It’s not how I run and structure my business. And I don’t actually want to do that because it’s not something that works for me. Like, genuinely, it wouldn’t work for me, you know? And I had to tell them, like, I’m not your ideal client, right. And so it’s an interesting dynamic because when you’re talking to someone, you’ll know, like, you know, pretty fast if they’re an ideal client because they’ll be engaged and interesting and they’re like, even though this is hard, I want to try it versus I don’t want to do any of this. This sounds awful. Like I’m a no, no, no all the way, you know? So then you’re just not a fit to work together, which is fine. You know, tons of people, 8 billion people on this planet, lots of coaches, consultants, individuals who can help. I don’t have to be the one.

Lee Kantor: Right? Everyone doesn’t have to be the right one. No, no. Choose. Choose wisely.

Carly Pepin: Choose wisely. Yes.

Lee Kantor: Um. So are there some kind of like, um, fundamentals when it comes to scaling your business? Are there certain kind of must haves in your playbook that a business leader should be doing in order to scale?

Carly Pepin: Yeah. So we. The must haves are your people. So you want to get your culture and your people. You have teams of eight players. You want all of them on board and you have your execution, right. So no strategy is going to work if you don’t have a great execution plan day to day where people are held accountable. You know what’s going on. You have measurable KPIs. The strategy which is part of your vision. It’s part of like the mission of the company, the core values of the company and making sure everyone’s engaged in that. That’s also really helpful with the culture. And it’s the thing that’s going to drive the execution, right. And again, the execution is going to make sure the strategy comes into place. And then we focus heavily on cash flow as well. Just because it’s very hard to scale a business without cash flow. So it does require money to scale a business. So if a company is low on cash flow, then we’ll focus on that immediately, which often still stems into your people and strategy and execution. We figure out which one’s pulling that lever, and we make sure that the cash flow gets healthy so you can actually continue to scale the business. And even if the company has healthy cash flow, we still dive in to figure out ways to actually make it healthier.

Carly Pepin: Like, how do we make it more profitable? You know, how do we bring in more revenue? And how do we make sure that you guys have that liquidity to help you to continue to scale? And leadership mindset, you know, leadership mindset because the people at the top, it goes from the top all the way down to the bottom. So we work a lot with the CEOs, you know, and the founders to make sure that we’re understanding what challenges they’re going through. What are they struggling with, both personally or professionally, that’s causing them to have a hard time leading the team, leading the business into this vision, because generally these businesses, they’re not picking small things to achieve, you know. So it’s a pretty big deal. And sometimes we work with the leadership team as well, depending on which one it is, just to get them aligned, get them together to a greater degree, and also if they need some one on one assistance as well, because you never know what’s going on with someone just to make sure they can show up every day without getting burnt out during this process.

Lee Kantor: And do you mind if we dig in and a little on some of those, uh, elements that you shared?

Carly Pepin: Sure.

Lee Kantor: So you mentioned, uh, people and and try to have a, a players on your team. How do you know you don’t have an A player? And what do you how do you find a players? Because it sounds like. Yeah that yeah. We only want a players that that sounds simple. But obviously it’s not easy to identify and to recruit people to your team.

Carly Pepin: I think the fun thing about business is everything when we talk about it is quite simple, but implementing it is difficult. So if you are accurate there. Yeah. So when we think about a players, if I asked you if you would enthusiastically rehire everyone on your team, you’re probably going to say no, right? And so the ones that you wouldn’t enthusiastically rehire are not your A players. They could be B or C players, or sometimes a mix of like BC players. Right? So what we do when we’re we go through scorecards, right. So we’re actually checking in to see and rate these individuals. And when we’re rating someone, we’re rating them not only on their job duties. Right. So the job duties, this is why when we’re going into a company, we really focus on understanding the individuals in each role that they play in the company and also assigning them KPIs to make sure we have something to measure their job against. Right? And every job, every position can have a specific KPI. It’s just figuring out which one works the best for the position. So we kind of dive into those in our longer workshops and stuff. It’s it’s cool. It’s fun. So if they’re not meeting those KPIs, that shows us that we’re already seeing they’re not an A player, right? If they are, they’re already on the way to being the A player. But the other key component is if they’re aligning with the core values of the company, right. So if we look at the core values of a company, these are the things that the company stands for.

Carly Pepin: These are the things that the company is the culture of a company. And you could have someone who’s the best at meeting KPIs, but nobody wants to work with because they’re not aligned with the core values of the company. And that’s not an A player. Right. If you have someone who’s very aligned with core values and meeting KPIs. That’s awesome. They’re an A player. You could have someone that’s really aligned. With core values but can’t meet their KPIs. They’re not doing their job. Not an A player. So we want both, right? We want someone who has the core values of the company and simultaneously meets their KPIs. And those are our A players right? So again, obviously there’s a lot of things to put into place to make sure we gather that data and have that information. But at the end of the day, if you have a team full of people who basically do their jobs, meet their KPIs, and are team players with the core values of the company, it’s like, wow, I love those people. It’s worth putting the work in as opposed to hiring and firing and training, which costs a fortune in time and energy as well. And yeah, just having the wrong people in the wrong seats can really ruin your company and your culture often. So that’s why we really emphasize, of course it takes work, but business is going to take work anyways. Why not focus your time and energy on the work that’s actually going to get you the results that you’re really looking for.

Lee Kantor: So what do you do if the leader that hired you isn’t an A player?

Carly Pepin: So usually the leader that’s hiring me is going to be the founder, right? So that’s who I’m going to be working directly with. If the founder is not an A player in their own company, that’s where the mindset component comes in. And I find out, are they actually going to be engaged in this company if they’re just struggling with something? I’ll actually do a lot of personal development work to get them realigned and re-inspired reinvigorated by their business. But sometimes, genuinely, there are people who want to transition out of the business. And so at that point it’s like, okay, well, let’s get an either an exit strategy put together if you want to sell the company. Sometimes they still don’t want to sell the company. It’s like, well, let’s get an exit strategy for you. Which means all of a sudden we’re going to try to figure out how to have other individuals take his role. Right? So him or her. Right. So this individual at the top is like, how can we get these individuals out of this role, so they can be more of an observer in the company instead of an active participant. If it’s someone in the leadership team we actually like, share this with our customers. When we start where this is going to stir up some stuff. This is going to make people feel uncomfortable because once I put this scorecard out and I’ve given you KPIs and even on the leadership team, right.

Carly Pepin: Even on the leadership team, someone’s going to get uncomfortable being held accountable and someone’s going to quit. You know, it could be one person, it could be a couple people. It depends on the size of the teams. Realistically, though, what’s really quite fascinating is when that occurs, I’ll usually hear from the founder later and they’re like, they quit. But you know what? We were questioning them the most. We weren’t sure if they were the right fit. And lo and behold, we put some pressure on them to actually get to work. And they left, you know. So it’s kind of like you give them the opportunity to leave the position that they’re not meant for anyways. If you put pressure on someone and they leave, they don’t want to do that job. If you put that pressure on someone and hold them accountable and they stay and they actually try. That’s your a-players. Those are people who really, really, really want to do a great job, who love working for you, love working for the company, and even if they struggle, they’re really grateful to see that there’s some improvement and they want to be held accountable. They want to grow, you know? So it’s kind of a cool exercise. It really weeds out a lot of people sometimes, again, depending on the size of the company.

Lee Kantor: Now another foundational element was cash, which I find interesting. Uh, not a lot of coaches kind of get into that side of the business, you know, this, uh, overtly. Can you talk about why cash is important? I know as a business leader, you know, cash flow is critical that that’s at the heart of if you don’t have good cash flow, you could be out of business no matter how good your product is. So can you talk about how you, um, kind of weave cash in as part of the coaching?

Carly Pepin: Yeah. I mean, you said it right there. Like, if you don’t have cash, where’s the business? Right. How are you going to maintain the business? How the business is going to survive? Covid is a great example when we went through that, and there’s a lot of businesses that weren’t able to actually sustain themselves because they didn’t have enough cash. So we’re having cash for those reasons. But also one day when you’re like, hey, I think it’s time to grow. That requires cash. You take on another person, that’s cash. You know, you got to do more research and development innovation. That’s cash. Right? Everything that’s going on with AI right now and people really working to incorporate AI into their companies, that’s cash. That takes cash. So having cash is a really healthy opportunity to make sure your company is going to thrive. And it’s not just profit, right? A lot of people focus on profit and revenue alone. But you really want cash. Cash is king in this case. And we really like to focus on it in the sense that yes, it can be challenging, but it doesn’t have to be that hard. So we look at where we can make small changes. It’s the power of one 1% changes here and there, just tiny little changes here and there that really make a difference on a company’s cash flow.

Carly Pepin: And you make sure to do this. It’s a lot of stuff that’s going on. And it’s just to remember too. It’s like when you’re trying to focus on this, um, there’s we we have a beautiful software that we use within our team. And within this, we actually take all of your actual data and your financials from the past few years, and we input it all so that we can pull all the levers of the different areas of cash from, you know, per se, like a balance sheet and profit and loss, the most common ones. And we pull the levers to see what would work best. Right? Because in some instances people will be like, well, let’s just sell more not realizing that. And this is fun. We show this in our software. It’s fun. If you increase your sales, basically what occurs, it could possibly require you to have to increase and get a new sales representative, right. You might have to get more employees, you might have to create more product. And all of a sudden, even though you’re making more money, you made less because your overhead went so high, right? And so that may not be the lever to pull, right? We were just doing this the other day with a larger company, and it was really fun to see their lever, and the best lever for them to pull was actually just reducing cost of goods sold by 1%.

Carly Pepin: You know, 1% would save them almost $500,000 every year, which is amazing. And it’s like, okay, cool. Like, can you do that? Is that something you can implement? And they just came up with a strategy and a system to actually just pay vendors in advance, like really far ahead of time. They’re already great at payments just to entice them to take a bit of a discount. And even though it’s only 1%, they’re going to try for five, right? Because they’re they’re good at paying. They have great cash flow. And so this is pretty cool because it’s like, what are those opportunities. How can you take advantage of in your company. And we use that like dynamic and the software as well to make sure that we’re looking at it, to pull levers correctly, to increase your cash flow in the specific way that works best for you. It’s really inspiring because sometimes it’s not even about like getting more sales. Sometimes you’re are is just taking way too long and just shortening it by like, you know, five days or something. Really gets that cash flowing in your account more effectively, more efficiently, more quickly. Right. So it’s a really fun process. It’s. Obviously I love it. I could talk about that in a while.

Lee Kantor: So who is who is the ideal client for you and your team?

Carly Pepin: Yeah. So we love to focus on hospitality and construction companies. So people in hospitality industry and construction industry and it’s individuals who really value they really want to scale their company. They may have a vision and they’re not quite sure how to execute it yet. They may feel disconnected from a vision, maybe a little bit burnt out, just trying to get there and are not just invested in doing the work in their company, but also in themselves, right. Because that’s a big goal of ours, is we want you to have a thriving company, but we also want you to thrive, right? So if your company’s having an off day, I don’t want you to have an off day. Like, I still want you to be inspired and feel live and not be as burnt out when the shit hits the fan in a sense. So we really want to work from the inside out, and we look for people who are willing to work from the inside out.

Lee Kantor: Now, is there a story you can share? Don’t name the name of the company or the person, but maybe what the problem they had when they started working with you, and how you were able to help them get to a new level?

Carly Pepin: Yeah. So they first came to me just because they were frustrated. They did feel a bit burnt out, right? So they were starting to get burnt out. They were feeling disconnected from their vision, and they were feeling like they just didn’t know what the next steps are. They knew they wanted to scale the company, but they didn’t know what the next steps were. And so when we actually went on the diagnosis, they did have a healthy cash flow, but again, still did a little bit of work on that. We really focused on their strategy and their people. They were actually pretty great at execution as a company. So whenever we expanded on the strategy and we worked on the culture of the company and leadership training and all this dynamics. They were really great at execution, so we didn’t have to do a ton of stuff there, but we still dive into it a bit, and that was really cool to witness because we worked on all that on the outside, while I focused with the CEO and founder on working on what was going on within. Right, only to find out that they were having some challenges in their personal relationship and that was really impacting them at work. So once we kind of did all of that work and got the business on from the inside out, we did the personal development work with the founder. We got the opportunity to really invigorate them and they really fell in love with their business again. So they’re very excited. They kind of went from, I think I might sell this to I don’t want to sell it like I’m going to go for it. I want to leave a legacy behind. It’s like, all right, let’s do this. Um, and their companies also scaled, so I’ve worked with them for quite some time now. It’s been about five years, and they started out at about 8 million when we started. And now they’re up to almost 65. So that’s really inspiring.

Lee Kantor: So is that the size of the companies you typically work with multi-million dollar companies.

Carly Pepin: I’ll start with companies as low as 2 million and up. That’s usually the time when we can implement something like this to that degree. And then we just go up. Yeah, yeah, you can work with it at any scale. So it really depends on the business. But yeah.

Lee Kantor: Good stuff. Well congratulations on all the momentum. If somebody wants to learn more, have a more substantive conversation with you or somebody on the team. What’s the website?

Carly Pepin: Definitely head over to West Coast Growth advisors.com. And they can reach out to me directly there.

Lee Kantor: All right. Well thank you again for sharing your story. Do an important work and we appreciate you.

Carly Pepin: Thank you.

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

Tagged With: Carly Pepin, West Coast Growth Advisors

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