Business RadioX ®

  • Home
  • Business RadioX ® Communities
    • Southeast
      • Alabama
        • Birmingham
      • Florida
        • Orlando
        • Pensacola
        • South Florida
        • Tampa
        • Tallahassee
      • Georgia
        • Atlanta
        • Cherokee
        • Forsyth
        • Greater Perimeter
        • Gwinnett
        • North Fulton
        • North Georgia
        • Northeast Georgia
        • Rome
        • Savannah
      • Louisiana
        • New Orleans
      • North Carolina
        • Charlotte
        • Raleigh
      • Tennessee
        • Chattanooga
        • Nashville
      • Virginia
        • Richmond
    • South Central
      • Arkansas
        • Northwest Arkansas
    • Midwest
      • Illinois
        • Chicago
      • Michigan
        • Detroit
      • Minnesota
        • Minneapolis St. Paul
      • Missouri
        • St. Louis
      • Ohio
        • Cleveland
        • Columbus
        • Dayton
    • Southwest
      • Arizona
        • Phoenix
        • Tucson
        • Valley
      • Texas
        • Austin
        • Dallas
        • Houston
    • West
      • California
        • Bay Area
        • LA
        • Pasadena
      • Colorado
        • Denver
      • Hawaii
        • Oahu
  • FAQs
  • About Us
    • Our Mission
    • Our Audience
    • Why It Works
    • What People Are Saying
    • BRX in the News
  • Resources
    • BRX Pro Tips
    • B2B Marketing: The 4Rs
    • High Velocity Selling Habits
    • Why Most B2B Media Strategies Fail
    • 9 Reasons To Sponsor A Business RadioX ® Show
  • Partner With Us
  • Veteran Business RadioX ®

The Change Momentum Index: Your Secret Weapon for Successful Transformation

September 30, 2025 by Jacob Lapera

High Velocity Radio
High Velocity Radio
The Change Momentum Index: Your Secret Weapon for Successful Transformation
Loading
00:00 /
RSS Feed
Share
Link
Embed

Download file

In this episode of High Velocity Radio, Lee interviews Niki Saint-Pierre, CEO of NSP and Company, discusses the challenges and best practices of organizational change management. She shares insights on why 70% of change initiatives fail, the importance of execution and alignment, and how her firm helps organizations succeed with tools like the Change Momentum Index. Niki highlights a global transformation case study, emphasizes leadership engagement, and explains how NSP and Company supports clients across industries in navigating complex change, fostering employee buy-in, and achieving lasting results.

Niki St Pierre is the CEO of NSP & Company, a firm dedicated to helping organizations execute strategy, navigate disruption, and drive large-scale transformation. With over two decades of experience advising senior executives across finance, fintech, insurance, biopharma, healthcare, government, and professional services, she specializes in enterprise transformation, GenAI adoption, post-M&A integration, and workforce modernization.

Prior to founding NSP & Co., she served as Head of Organizational Change & Transformation at Perot Systems (now Dell Services), where she built and scaled the firm’s global change management practice. Earlier in her career, she held transformation leadership roles at Accenture and American Express, leading enterprise-wide strategic change and operational excellence initiatives.

At NSP & Co., she and her team bridge the gap between strategy and execution, ensuring that organizations not only design ambitious plans but implement them successfully. Using a proprietary, data-driven methodology, NSP & Co. helps clients accelerate change, integrate AI, and optimize operations—delivering sustained value today while positioning for the future.

A recognized thought leader, her work has been published on Forbes, she’s a LinkedIn Top Voice, and a frequent speaker on digital and GenAI-driven transformation, the future of work, and business integration. Her insights have been featured in Forbes, Smart Business Magazine, and industry events.

Niki holds an MBA/MPA from New York University (NYU) and is an active member of the Association of Change Management Professionals (ACMP) and the Forbes Business Council. She has served on several boards, including as a Board Member of the American Red Cross and an Advisory Board Member for Grateful Giving. As a WMNtech, she is committed to advancing women in leadership and technology.

Connect with Niki on LinkedIn.

What You’ll Learn In This Episode

  • Organizational change management and transformation

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’s topic is organizational change management and transformation, and we have the CEO and Senior Advisor of NSP and Company, Nikki St. Pierre. Welcome.

Niki St. Pierre: Hi, Lee. Pleasure to be here. Thanks for having me.

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

Niki St. Pierre: Okay, absolutely. Well, I founded NSP company about roughly ten years ago. And what we do exactly, we’re a transformation consultancy and we help organizations turn strategy into sustained Gained momentum. And the reason for that is many of your listeners, they may know that about 70% of change in transformation efforts do not meet objectives. Right. Many people just say they fail flat out. Right. So there is a reason why there is such a great need for change. And what we specialize in especially are high stakes change like digital transformation, AI adoption, or cultural shifts. Right? Things that companies today are looking to reinvent themselves. And we help them through that sticky part in the middle, which is where success is made or lost, which really has to do with execution. So how do we make the vision or the strategy a reality?

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

Niki St. Pierre: Oh, my. Okay. A well, for me, it’s I was recruited and I would say I was recruited. Graduated. I would say at a time, um, when organizational change, you couldn’t even get, uh, degree, right. Or even a class for that matter. In organizational change management today you can get a PhD. So I was really starting off in organizational change with one of the top firms. And at the time it was called Andersen Consulting. So I was recruited right out of graduate school, joined them, worked with a few partners. And I would say that’s really where I really got a lot of traction and really understanding and helping them even pull together for the New York City office. What organizational change management is, what it means to clients. So have been in industry right now for well over 25 years. And what we do exactly, we really help clients and our hardest times during change. And the reason why I say this is we oftentimes are called in when programs aren’t going well. Right. Because part of our mantra and how we work, our ethos is really it’s not only about focusing on the planning. The planning is important, but how do we execute? How do we ensure that people are brought along and they truly do understand what it means? And we also leverage our proprietary Change Momentum index. And that’s something that will be rolling out a little bit more broadly and using more consistently to what all of our client projects, and engage clients with it more directly. We’ve taken what we have found to be successful over the past 25 years in helping clients where others have failed, and where change was not able to happen. And when they call us, it works, right? So really took a step back to look at what makes, um, our efforts successful, right? And bottled it in a way. Right. To ensure that we can continue to leverage that moving forward with clients more consistently.

Lee Kantor: Now, you mentioned earlier that I think it was 70% of, um, of change isn’t meeting the objectives, or at least not in the way they thought it was when they kind of drew it up. Are there some kind of common, uh, reasons why that is so large? That number.

Niki St. Pierre: Ah. Great question. Um, I would say first off, it’s complex, right? So it’s not an easy feat. So if you think about it. Right. Oftentimes when you’re looking at changing a system and people would say, ah it’s easy. It’s just we’re just going to sometimes they’re just replacing. And even then it causes lots of commotion. Right. Even more so. So in trying to change one part for it to work effectively, It is interconnected to various different parts. And even if it’s a piece of technology, the fact that it’s interconnected with other technologies. These technologies also have different owners, right, who are responsible for the product. But above and beyond that, it also has customers. And by that I mean even internal customers. So as a result of that, without appropriately engaging everybody who’s involved, ensuring that there’s a certain level of alignment that happens and a unification of thought towards the future and the ability to maintain that throughout the execution. Right. It makes it extremely difficult for a program to be successful. In addition to that, it also has to do with the resources that are available to help the client transition From their current ways of operating to the new ways of working. So it’s very complex. Hence the 70% failure rate.

Lee Kantor: And the level of complexity I would imagine is even greater in these larger bureaucratic organizations. And to anticipate, you know, all of these unintended consequences, how this is going to impact somebody at a different level. That might be a user, like you said, a customer internally or externally. And then you have also the, um, you know, are we talking the same language when you say a word? Am I understanding the word in the way that you’re saying the word? It just it just any type of change, especially dramatic change, I would just imagine it. A lot of dominoes are falling in all different areas that people couldn’t really anticipate, even in the best case scenario.

Niki St. Pierre: Absolutely. You’re hitting the nail on the head with that. And I think for us, the offering that we bring to client really helps provide this type of support that they need are resources or highly skilled, highly experienced. We do not staff from a bench, so I don’t have consultants waiting and saying, okay, whatever the client I get, I’m going to fit your resume to match that need, right? It’s we do the opposite. It’s we understand we have a large network. Um, right now it’s grown to nearly about 100. We started off about 50. Um, for the past few years we’ve had about 80 consultants as part of our network, and it’s growing. But when we look at our offerings, we look at the strategic change leadership. Right. And how do we create that common vocabulary, like you’re saying, do we all understand what the aims and objectives are and also our roles in making this happen. Right. So our entire change strategy. Oftentimes because of the change, the nature of it, it may or may not require that we look at operations as well. Right. So this has to do with the rigor. It has to do with the operating model or the organization. Is it really designed to make the best use of technology. Um, also looking at it from a program management, we work very closely. If the client has um, program management on set, they have a PMO or if they need support or reinforcement, we can also support in that way. We also provide um, services that really helps ensure that communications are appropriately shared throughout the organization, appropriate levels of user support, and definitely the enablement part. The training part is also core so that everybody understands. But above and beyond that, what we do is we also tie into the organization’s values and their culture, and that’s really what helps make it stick.

Lee Kantor: Now, um, you mentioned a lot of times you’re called is because something went wrong. They, they didn’t have they didn’t execute in the way that they intended. Are you ever called in kind of proactively in order to put some of this good foundation in place so that maybe you can prevent some of these, um, issues that have to be triaged?

Niki St. Pierre: Isn’t that a great question? Um, you would think no, it is rare. That’s where we are hoping that clients go is you know what? Let me try to figure this out before it goes south. Right. But what happens is oftentimes, um, they get a sense that it’s going to be easy. And they look at it, they look at the technology because they are so engaged in it and they so want it wanted to happen there like this is so intuitive. It’s a slam dunk, right? I see the value so clearly. And what tends to happen is, um, sometimes people are in a room and they nod their heads, right? So they’re getting what they feel are the right signals from everyone. So they just forge ahead. And I would say those would be good times to, to call us, um, and to really ensure that they do have the right plan in place and so on. And this is where the change momentum index comes in. We have noticed this gap right between what leadership is seeing and sensing, because at the time, by the time the status report turns red, it’s almost too late, right? Because you’re losing money, the team is losing traction. So how can you get the right signals as senior leaders of the division or of a company, to know how your program is doing so that you can help to guide it and help course correct so that your programs don’t become red. And that’s the change momentum index. And what it helps clients do is realize what’s at stake. Help them understand what areas of their roadmap or their plans that need their engagement, and how to put that in place. So it not only tells you what’s not working on your program, but how to fix it in real time.

Lee Kantor: Now, how are the senior leaderships when they when they see it turn red or yellow or they’re getting nervous? Are they just ignoring the erosion of trust that’s happening organizationally? Is that something that’s just not a signal for them that they’re not even paying attention to? Because I would think that that is going to you’re going to pay a price for that over time.

Niki St. Pierre: Lee. Oh, that is such a great question. And I’d say that oftentimes it requires a certain level of emotional intelligence to take a step back and say, hey, what’s really going? What are the implications here? Right. And the high paced nature of these initiatives that we’re talking about sometimes senior management does not have the luxury of time. And what tends to happen is go, go go go go. And teams are working, you know, 12, 16 hour days. And they’re pushing really hard. And that tends to take the Predominant culture and people forcing through and powering through what needs to happen. Um, in instances where I’ve seen leaders take the time out, and that’s also one of the things that we do with our projects and programs, right? So we actually step in, we speak to management, we help them understand how the rank and file and how staff throughout their company, or seeing this initiative and the role and opportunity that presents itself. Right. And developing the communications, developing various artifacts to help Support leaders because of the breadth of what they have in front of them, the scope that they have. They need that reinforcement and support in order to effectively lead large scale change. And that’s an area where we help them make a difference. But by and large, without the appropriate levels of support, it is something that is difficult for the leaders, one to ascertain because of the busyness and the way that programs are reported on. That is one of the, I would say, key metrics that they don’t have. And again, I know I keep coming back to this, but there again is why the change momentum index providing I would say leadership with that pulse. Um, that is real time but targeted to various project teams that they may be leading how they need to truly get a sense of what’s going on when they need to interject and what they need to do.

Lee Kantor: Now, what’s happening in the organization right before they contact you and your team? What is the signal? What is the, um, sign that hey, something is amiss here. Um, maybe we ought to put some fresh eyes on this thing.

Niki St. Pierre: Okay, so great question. So we got called in at a few different points. So more often than not, I’d say about 50% of the time something has gone south really bad. So and we’re like a last resort. Okay. This program has not been going well. We are paying twice or three times. Right. Because we have to maintain licenses or we have to keep maintaining doing what we’re doing now and keeping this new system or project afloat. Um, so they really call us, right? 50% of the time when things are things are bad. Um, I’d say about, uh, 25% of the time, probably a little bit before that. Right. So some foresight. Things aren’t going well. It’s probably amber. It’s not completely red. Some areas are red right on their plan. And it’s the team that they have right now is not fit for purpose, meaning that the team needs reinforcement. Um, very dedicated, very good teams. But they need they need help, right, to really help them pull through. And sometimes it’s a mix of both internal resources and other consultants. I would say one of the differentiators for us in our resources is we tend to have very senior resources who come in with 15, 20 years of experience. Right? So when you bring that type of caliber to the table, um, combined with our methodology and our rigor of work, what you get, our impact.

Niki St. Pierre: Why? Because you get someone who can read between the lines, deal with the ambiguity. And this goes back to the point you made earlier, is, well, it may appear to be a straightforward project, but because it is so lived in and there’s probably this web right of interconnectedness on top of it, you need somebody who’s not only astute in the work, but politically astute as well, to navigate an entire global organization at times, um, to ensure that all the parts are kept whole while you’re transforming and transitioning. So that’s what we bring to the table. And at times, I’d say about 20, 25% of the time we start at the very beginning. The they have an idea, they have a vision. Right. We help facilitate, um, a session to get leader senior management aligned on the vision and strategy and the goals pull together the roadmap. So this is the ideal situation right. Then there is the roadmap. We work with them on the roadmap. Right. And then we also help them sometimes select their technology partners, help them and guide them through the the process of working with an implementer. And we continue on right supporting supporting them from an organizational change, really looking at the people side of it.

Lee Kantor: Now, is there a story you can share that maybe illustrates how this plays out in real life? Um, maybe don’t obviously don’t name the organization, but maybe the challenge that came to you with and how you were able to help them get to a new level.

Niki St. Pierre: Oh, absolutely. Um, my, there are so many initiatives. Um, let’s do a small, sizable one. Um, so this was this is for a global organization, and this was a fairly complex, um, integration technology implementation. And this was a few years back, so I don’t mind sharing more details around it. Um, so they have offices, um, in 56 countries. As a result of changes in the marketplace, their customers were asking more of them and wanted consistency and experience and more elevated experience, um, in all of their locations across the globe. So the problem that the client needed to solve for our client needed to solve for was, how do I ensure that my people have the same way of operating and working while still maintaining the local culture of their country, right? So across 56 countries And one of their end clients, right? Or I would say household names with operations throughout the world. And when you look at that senior most leader, they don’t care if you’re in Brazil, if you’re in, um, China or if you’re in London, right. When you’re giving me a report when we are working together, I want I want it to be the same way I want. I don’t want to have to decipher. Right. Country to country. Something needs to be consistent across the board and the staff internally. Also at the client also wanted to have better tools. So in working with um, the CEO, the leadership team as well as the global board, they contracted with us. Wonderful initiative. Love them. Great culture. Right. And as you can see, this was momentous because it really impacted their bottom line, given that it impacts their end clients so directly.

Niki St. Pierre: So came in understood. And even with that, huh? Going back to our points earlier, um, they had someone in the role, right, helping them as a transformation officer, um, for about five months or so did not work out. Right. So when they brought me in, they were like, Nikki, um, we need to provide results to the board in a month. We need to have a clear path forward. I’m like, do you understand the magnitude right of the ask? It’s for somebody to come in in less than a month, provide you a completely validated roadmap of what we’re doing. Right. And I shared with them like, okay, we’ll be able to give you something now how detailed or thorough it’s going to be, right? It’s going to be a swag, but it’ll be directionally correct. So came in, was able to map it out, was able to do that. Um, set up different types of um networks and structures and what I call the organizational change architecture. Right. Especially for something with this type of global scope, looked at different technologies. There was one that they were leaning towards. We decided to go with that, um, and then pull different internal teams together. My team was pretty slim. It was myself, and I think I had two others with me, and we piloted new ways of working. One of the key things is clients like to look to the outside. They like to look at what are other companies doing and things, which is good. But oftentimes the best solution for that client is what is within their organization, right.

Niki St. Pierre: What are your star performers? What are they doing? What do clients like about them? What have gotten you the positive visibility? Let’s understand that better. Let’s also look to the outside and see that how that may complement what you’re doing. Right. And then that with some of your key players within your organization, let’s forge the path forward. So that’s what we did. And then it took us about two years, two two and a half years to roll this out throughout, um, all 56 offices. But let me tell you, they embraced the change. They took the we had an entire branding and colors and schema and videos and things of that sort. And for each deployment, they would send in pictures, right, of how excited they are about the new ways of working. Right. So it really made a splash, not only due to the quality of the work products in terms of how they’re going to be working, using the different tools, the training that they receive, how they were part of the change. They didn’t feel that the change was being was happening to them. They really had a chance to contribute. They were listened to, their perspectives were taken into account, and they had various resources. Right. That gave them the source of truth. And also increasing the level of communications amongst the teams working on similar initiatives across the globe. So it was an outstanding success and it’s being used till today, the it has evolved. Even the name of the program has taken a different name, different shape, but it is still being used until today.

Lee Kantor: The the impact is real. That is a big change and I’m sure they’re feeling that every day.

Niki St. Pierre: Indeed, indeed. So it was a tremendous effort and leadership really came together on that one. Um, and to your point about having a good vocabulary, good understanding, one of the rigors that I had to put in place was a segment within their standing leadership team meetings and making this program a priority. So at first we started off, it was every two weeks, and then it grew to monthly, right where we reach a nice cadence. Um, but I think that was very, um, important to the success of the initiative is the fact that leadership took the time to make this a priority for their organization, and they reap the results.

Lee Kantor: Now, you mentioned this is a global organization. Is that your niche? Do you work primarily with international companies?

Niki St. Pierre: Great question. I work with a multitude of of organizations. Um, so one of the key things is we tend to be very good at working in highly complex industries. Right. Um, and regulated industries. So financial services, insurance, pharmaceutical, life science, healthcare. Right. Also government, state government, federal government, um, full life cycle professional services as well. Right. Not to say that we don’t deal with, let’s say, manufacturing. We’ve done work with manufacturing companies and other companies as well. Um, and the work that we do spans right from visioning all the way to impact. But we also come in at any point along along the journey. And some of the, um, companies, they are also oftentimes just nationwide, I would say in terms of size, I would say any company around 100 to Plus employees, right? Is would be a company that we would be, um, looking to partner with and support with their change initiative. Um, if the company is a bit smaller than that, then it’s really working with the leadership team and supporting them from, um, as a fractional transformation officer. Right. To help them grow, grow their business.

Lee Kantor: So what do you need more of? How can we help you? Do you need more, um, people on the team? Do you need more clients? Um, what are you looking for?

Niki St. Pierre: Oh, isn’t that a great question? I would say, um, right now that we are scaling, um, one of the things that would be great for our growth is really more clients, right? And clients who are looking at implementing new technology, clients that are looking at their culture, clients that are Looking at reinventing themselves, right? I would say since the pandemic, it has become prevalent, right, that the ways of working overall. Right. As a result of greater leverage of technology and now with generative AI, right, has really made it an issue for every company to take a step back and look at how they’re operating. And before taking the full leap in leveraging generative AI. Right. Company needs to modernize. They need to understand their operations, understand how they can streamline things better. Right. And how do also do they need to further augment what they’re doing with their staff so that the staff is also enabled to work efficiently? So this is all the areas where where we come in. Um, we also help to facilitate change acceleration sessions and innovation sessions. Um, and these oftentimes are I would say, more mid-sized middle market companies is our solution. Offering for them is to really help them get a plan in place. Right. And we work and partner with them to implement the plan on an as needed basis for larger entities. Um, I know I’ve mentioned significantly some of these global corporations, um, when they’re looking to change and transform their is a momentous there’s a huge work plan. There’s a huge body of work, right that needs orchestrating. So it is a bit more clear and more obvious of, okay, there’s a need for change and organizational change here in terms of how to manage that, but any client from 100 resources on up still requires this capability, and we’re flexible and nimble enough that we meet our clients where they are to support them on their change journey.

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

Niki St. Pierre: Absolutely. If they go to WW. And Cocom, NSB and Cocom.

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

Niki St. Pierre: Oh, wonderful. Thanks so much for having me, Lee.

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

Tagged With: Niki Saint-Pierre, NSP and Company

Enhancing Workplace Inclusion and Mental Health: Insights on Leadership Development and Organizational Effectiveness

September 30, 2025 by Jacob Lapera

High Velocity Radio
High Velocity Radio
Enhancing Workplace Inclusion and Mental Health: Insights on Leadership Development and Organizational Effectiveness
Loading
00:00 /
RSS Feed
Share
Link
Embed

Download file

In this episode of High Velocity Radio, Lee interviews Dr. Ryan Warner, consulting psychologist and founder of RC Warner Consulting. Dr. Warner shares insights from his military background and discusses strategies for improving workplace mental health, leadership development, and organizational effectiveness. The conversation covers recognizing signs of burnout, the value of 360-degree assessments, and the importance of coaching at all levels. Dr. Warner also offers practical advice for entrepreneurs on building visibility, credibility, and strong support teams. The episode provides actionable tips for fostering healthier, more inclusive, and high-performing organizations.

Dr. Ryan C. Warner is a globally-recognized speaker, award-winning consulting psychologist, and decorated military Veteran. As the Chief Executive Officer of RC Warner Consulting, he enhances organizational performance by amplifying inclusion and mental wellness in the workplace.

Leveraging his expertise in human behavior, team dynamics, and organizational inclusion, he empowers  high-performing teams to achieve success by cultivating a positive and fulfilling work culture where all employees thrive.

Connect with Dr. Ryan on LinkedIn.

What You’ll Learn In This Episode

  • Expanding your small business through government contracting
  • Entrepreneurship: Common struggles and tips to build success
  • Using emotional intelligence to excel in entrepreneurship

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 Ryan Warner, who is the consulting psychologist with RC Warner Consulting. Welcome.

Ryan Warner: Thank you for having me. I’m excited to be here.

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

Ryan Warner: Yeah. So RC Warner Consulting is a management consulting firm in which we work with high performing organizations and leaders across the globe to improve their performance and effectiveness. Specifically, we offer training and facilitation, executive coaching, and strategic planning so that organizations can In, become the top 1% within their industry and be able to thrive. Specifically by improving workplace inclusion and workplace wellbeing.

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

Ryan Warner: So I started my career as a military psychologist. I was active duty in United States Air Force, and it was my job as director of psychological health for Air Force installation to promote the psychological well-being and workplace mental health for over 20,000 individuals on this Air Force installation. And during my time in that particular role, I engaged in a lot of consulting with high level leaders and generals to be able to reduce suicide on base, to be able to improve overall workplace well-being and mental health, and also work with high level leaders to enhance their leadership development. And I began to see this theme and this connection between workplace effectiveness and also workplace well-being and belonging. So I started my own business in 2020 because I recognized that we need to look a little bit deeper at this connection, because if we help individuals within the workplace be able to thrive, and through improving their mental health and helping ensure that they’re able to utilize their voice to make a difference in the workplace, then they’re going to be able to enhance both personally and professionally, just their overall development. So that’s that’s how I started my business. That’s my background. And, you know, that aligns with my passion as well. Just being a psychologist and using my knowledge about human behavior to go into the workplace to improve human based issues.

Lee Kantor: So what are some symptoms or signals that a leader of an organization has some issues with their people when it comes to some of these psychological issues that you’ve mentioned?

Ryan Warner: Yeah. So things in service like burnout, right. Right now research shows that in the entire workplace about 60% to 70% of individuals are burnt out and stressed out at their job, right? If we think about it, we spend majority of our adult life at work. Okay, so if we go to work every single day and feel that we’re not engaged, feel that we’re not attached to any bigger purpose, then that’s going to impact our engagement, that’s going to impact how we perform, that’s going to impact just our overall mental well-being. Right. So on the surface, we see individuals not being engaged in the work that they do. We see performance based issues. We see individuals feeling disconnected from their jobs as well. Um, we also see conflict, you know, subtle conflict, uh, communication issues. Right. Um, so all of this comes together, um, to really impact, um, the revenue of businesses as well and their overall effectiveness.

Lee Kantor: But how like if I’m a leader of an organization, how am I going to are there things that are happening that are like in my bottom line, on a spreadsheet or on a dashboard that’s telling me, hey, maybe this guy’s burnt out, or maybe this woman, um, isn’t feeling heard. Uh, do things show up? Like, am I like, how do they show up from a business standpoint, not a feeling standpoint? Or is it, is it maybe something like, um, I can’t fill this position. Maybe I have a problem with the leader, or maybe I have a lot of turnover or.

Ryan Warner: I see retention, we see retention challenges. Right. Uh, when I go into workplaces, if I constantly see people in and out all the time, then that shows, hey, there may be something going on underneath the surface, right? Um, if we’re not able to keep individuals there for a long period of time, uh, we also see, um, complacency when it comes to, uh, continuing to engage in innovation, uh, different innovative ideas. Right. And that impacts the bottom line in revenue. Um, you know, we see a lot of, uh, complaints as well. So maybe EEO complaints, uh, equal opportunity complaints related to discrimination. Uh, we also may see pay equity issues. Right. Um, so all of these business related, uh, outcomes, you know, negatively impact overall business performance.

Lee Kantor: Now, how do you recommend a leader handle somebody who maybe is performing well? And I see this a lot with salespeople. Maybe this person is a great salesperson, but he’s not a great human being in the office. How do you help them kind of manage that situation?

Ryan Warner: Yeah. So that’s tough. Oftentimes, I don’t think anyone may intentionally try to be a bad person. They just may not have those right personality traits that align with, you know, improving team dynamics. So what I typically do is we provide 360 assessments, you know, and that’s we use an evidence based measure. So we’re able to go in and say hey let’s collect feedback from your direct reports, your your peers, your supervisors. Right. Um, and in turn, they’re able to give you anonymous feedback that that can help your overall performance. So it may just be some blind spots that individuals may not even be aware of, you know? And in turn, when you bring that to light using 360 assessments, uh, in the in the ethical appropriate way, then that can boost their awareness and then they can begin to create goals to work on those issues so that they can better perform in the workplace.

Lee Kantor: So what is kind of your ideal client look like? Are they large firms? Are they smaller startups, entrepreneurial ventures? Uh, who is that ideal client for you?

Ryan Warner: So we typically work with local, state and federal government entities as well as fortune 500 companies. So thus far we’ve worked with like the United Nations, we work with the US Air Force, US Marines, uh, Cheesecake Factory, um, AMD Airbus, um, uh, and other just high performing organizations across the globe. So typically they have at least 10,000 employees or more.

Lee Kantor: And then when you come in, are you coming in to solve a problem or triage a situation, or are you coming in as a speaker? Like, how do you kind of, um, get your foot in the door in these large organizations?

Ryan Warner: Yeah. So typically, um, we engage in training and facilitation first. So that’s our foot to get into the door. So it’s not just myself. We actually have a team of 13 individuals, um, who are psychologists. They’re expert speakers. They’re trainers, um, and they’re consultants and executive coaches. Um, and typically we engage in the training facilitation related to, um, workplace burnout or leadership development or, um, solving workplace conflict. Right? Um, you know, etc. and in turn, that helps build trust. So once individuals actually hear what we have to say, uh, recognize that we are engaging and we’re bringing evidence based research and relieving them with practical tools that they can actually implement day to day to make their workplace better. Then they’re like, okay, hey, we really like what you said. Now I want you to come in and help with our strategic planning, or I want you to help engage in executive coaching with our mid-level managers. Right. Or I want you to engage in 360 assessments, you know, so we can get that data to then guide the change.

Lee Kantor: Now, you mentioned executive coaching. Are you finding that more and more organizations are leaning into coaching, not just for maybe the highest level of people in the organization, but it’s kind of trickling down?

Ryan Warner: Yeah. So, um, actually, like we’re noticing that, um, individuals of all different levels, right, are can benefit from executive coaching. So it’s not just when you think about executive coaching, you obviously think about executives like the top of the top right, the senior managers, the individuals responsible for making the daily decisions and the business decisions. But actually, research shows if you start coaching, um, just at entry level to mid-level managers, that actually helps boost retention, that boosts engagement and that keeps individuals, you know, there at the organization. So they continue to move up and thrive, right. So, um, coaching could benefit individuals of all different levels to boost their awareness to, to boost their, their leadership development so they can continue to, to improve both personally and professionally.

Lee Kantor: So if you were, um, making recommendations for senior leadership to, uh, broaden the scope of their executive coaching program, how would you recommend them pilot maybe some coaching for those, uh, entry level or lower level people to test to see if this is something that could be beneficial for the organization.

Ryan Warner: Yeah. So we’re actually already doing something similar with the United States Marines. So the United States Marines, um, from level E-1, uh, to I think E-4, which is more entry level individuals, um, they’re given 360 assessments and then they’re given one debrief with the executive coach. So the 360 assessment would go to their supervisors, direct reports, you know, colleagues. Um, and in turn, they will review that report and then meet with a coach just a one time so they can review the results. So right there, that pilot can can really be helpful because now it says, okay, here are my strengths. Let’s figure out how to leverage my strengths. And here are my areas of growth. And let’s figure out how to close these gaps. And just with that one debrief um, they’re able to create accountability partner in the workplace. And they’ll be able to have that foundation so they can continue to grow. So right there that’s an example of a pilot that has shown to be effective in a, you know, large organization, um, that we want to continue to implement in other organizations as well.

Lee Kantor: Now, you mentioned 360, uh, assessments more than one time. Can you talk about, um, why that’s so instrumental in your practice?

Ryan Warner: Yeah, because oftentimes feedback and organizations are unidirectional. So I meet with my supervisor. They tell me all the things I do well, I need to improve. But what about receiving that that that bidirectional feedback? What about individuals in top senior leadership roles in which, you know, they need feedback as well? Because oftentimes we notice that those are isolating positions and they may not receive that honest, direct feedback from others on how they can improve. Right. So that’s why 360 assessment. That’s one reason why it can be so helpful. Um, so that everyone is able to get that anonymous feedback. Um, so they can boost their growth.

Lee Kantor: So talk to me about how you, um, deployed that 360 assessment. Like, what does that look like? Obviously you have to get buy in from leadership to do this and get their permission that this is something worthwhile pursuing. But the individual that you’re doing the 360 on, how do you, uh, speak to them about what to expect and what, uh, that follow up is going to look like in order to kind of get the most value from that?

Ryan Warner: Um, yeah. So we first, when it comes to what to expect. Um, one fear that people may think is like, oh, this is going to impact my pay or promotion, right? So we want to make sure that it’s not utilized as a tool for that, because in turn, that that may be more detrimental. Uh, because there are ways that you can deploy 360 that are actually, um, harmful in the workplace, right? If you’re not aware and mindful. Right. So we we always give the premise like, hey, this is not impacting your promotion or pay or this is not going to be used as a tool against you. It’s used as a tool to help support you. Okay. So that communication is really important. And then that communication typically comes from a top level leadership. Right. Because when it comes from them now we’re able to actually have more buy in versus when it comes from an external consultant in which nobody knows. Right. So, um, when that’s that communication deployed within the organization, now the people you know are really engaged a little bit more. They have that buy in. Um, and then when we meet with individuals, we always ensure that we’re saying, hey, this is anonymous. We’re not sharing your information with anyone. This is confidential, right? It’s up to them to decide you know, who they want to share this with, how they want to create accountability partners. Um, and if they want to share these results with anyone else. So that psychological safety is essential so that individuals can be fully engaged.

Lee Kantor: Now, is there a story you can share when it comes to, um, the after effects of one of these assessments? Maybe. Obviously don’t name the individual, but maybe explain what showed up in their assessment and how they were able to kind of grow and learn from that and get to a new level.

Ryan Warner: Um, yeah. So I was working with a high performing fortune 500 company, and, um, there was a senior leader, and she was at this company for maybe 30 years or so. Um, and during her 30 years, she never really received direct, honest feedback. And she always wanted to know why. Right. She would ask individuals, hey, can you give me feedback? And they would they wouldn’t really give her anything, you know, meaningful. You know, just more generic. So after we deployed this 360 assessment with her, we were able to collect data from over 50 individuals. And then that really opened her eyes. People were like, hey, well, the reason why we’re not able to give feedback in the past is because this person is kind of intimidated, right? Their nonverbals. Right. Are are, you know, are kind of intimidating. Like, we don’t feel that she’s open, right? She only talks about business. We don’t really get to know the personal side of her. Right. So this was the first time she was able to receive that open, honest feedback. Um, and at first, she was defensive. Right. But then once we dove into it, she was like, okay, I can see this because in my personal life, people give me feedback and that way as well. Like I get that same feedback from my spouse, from my friends, etc.. So this really opened our eyes like, hey, it would benefit her from showing that personal side of her a little bit more. That can help build rapport, that can help, um, you know, individuals feel more open to go to her when issues come up. Right. And in turn that’s going to improve overall team dynamics. Um, and help the bottom line right. So that right there was just an eye opener that she was now able to create accountability partner with someone she trusts. She was able to just, um, schedule time with her direct reports a little bit more just to get to know you type meetings, right, that are not as business focused. And in turn, that helped just create more psychological safety within the workplace.

Lee Kantor: Is there a sweet spot in terms of number of people to include in one of these three 60s?

Ryan Warner: Um, I think it depends on the organization size and the size of team. But, um, I mean, typically at least like to get like 8 to 10 responses minimum. Um, typically, yeah, we get around get around at least eight total. Um, like minimum up to it could be 30, 40, you know. So um, the sample size, you know, may may vary depending on the organization, the team that we’re working with. But, um, you know, at least having, you know, 8 to 10 responses can, can give us a good starting point.

Lee Kantor: Now, I know you do a lot of work with large organizations. Some of our listeners are entrepreneurs. Are there any tips you can give an entrepreneur to be successful?

Ryan Warner: So I typically, um, it’s funny because every single month, uh, entrepreneurs reach out to me and they say, hey, you know, I’m curious how you started your business. I’m, you know, I’m curious if you can give me tips. You know, how I can thrive, you know, within my industry. And no matter what industry you’re in, it doesn’t matter if you’re starting a cleaning company or you’re a contractor. Uh, you know, laying concrete for the government or if you’re in consulting. Right. Oftentimes entrepreneurs, we have to take a multifaceted approach for us to reach success. So one of my mentors always said this. And he said visibility plus credibility equals profitability. And oftentimes we have that credibility, maybe through our, you know, past experiences or our degrees or our credentials, but we’re missing that visibility piece. How do we get our face out there and our name out there, our brand out there, so that individual knows us, right, um, and know of us. And once we’re able to do that, the next thing we need to do is we need to take a interpersonal approach, an interpersonal approach, and also a systemic approach. So by that I mean interpersonally I need to look within myself. What are some barriers that are stopping me from getting to that next level? Maybe it’s my self-limiting beliefs. Maybe I feel that I’m not smart enough or, you know, I don’t know enough or, you know, I don’t have enough connections, right? I need to challenge those self-limiting beliefs because interpersonally, that may hold me back.

Ryan Warner: The next thing I need to do is look interpersonally within my relationships. You know, what are the connections that I have? How can I strengthen my my preferred professional network so that I can boost my visibility and get my name out there. Right. Um, often, again, it’s not what we know is who we know. And in turn, we need to ensure that we’re connected with the right networks. Um, so we can boost our visibility. And last thing, the systemically right. What are the policies and procedures and systems that I have in place within my business that’s going to help me scale and help me thrive? Okay, so at first when I started my business in 2020, it was just me doing everything right. I was the accountant. I was the bookkeeper. I was the the sales manager. I was the trainer and facilitator. But now, as we’ve progressed, now we have certain systems in place to help give me more time, right. And give my executive team more time so that we can actually focus on the business development. Right. So putting those systems in place, being able to have a strong team around you. Right. And being able to challenge these self-limiting beliefs that may arise. That multifaceted perspective is going to help entrepreneurs thrive in whatever industry they’re in.

Lee Kantor: Now, a lot of entrepreneurs tend to be kind of lone wolves. And you said you started your business by yourself. How important is it to kind of have a mentor or a coach or somebody with kind of fresh eyes and, uh, no agenda really, as a partner in order to maybe help you with some of your, um, subconscious biases or some blind spots that you might have.

Ryan Warner: Oh, yeah. I mean, it’s essential. I mean, we, uh, you know, success is a team sport, okay? You can’t do it on your own. So, like I have, I even though I’m an executive coach myself and I coach entrepreneurs on how to get to that top 1% of their industries. I also have an executive coach myself that I meet with on a weekly basis. Right. I have mentors not only in the psychology world, but also in the risk management world. Um, I have mentors in the financial industry. Right. So you have to create a strong team around you, right? Uh, you have to, you know, get an attorney. You need, uh, mentors in various industries. Uh, you need to ensure that you get a bookkeeper or CPA. Um, so you need someone that’s going to help you with risk management, right? So, um, you need a tax strategist, not just a tax advisor. All of these individuals, you know, together, you know, when you create that strong team around you, it’s going to help you thrive.

Lee Kantor: And if somebody wants to learn more about your practice and have a more substantive conversation with you or somebody on your team, what is the website? What is the best way to connect?

Ryan Warner: Yeah, so if you’re an entrepreneur and you’re just trying to figure out, hey, how do I, you know, boost my practice, how do I do things like government contracting? Right. We know government the government is the largest buyer of goods and services in the United States. Right. Um, we focus a lot on that, and I do a lot of coaching around that. Or rather, your entrepreneur just trying to say, hey, how do I challenge myself and any beliefs? How do I take a more intrapersonal perspective so that I can, you know, mitigate those barriers? Feel free to reach out to us. Um, we have various coaching programs and various ways that we can support you. You can go to our website, WW. Consulting. You can also Google my name, Ryan C Warner. Uh, and find me on all social media platforms.

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

Ryan Warner: I really appreciate the time. Thank you.

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

Tagged With: Dr. Ryan Warner, RC Warner Consulting

Leading with Intention: Embracing a Holistic Approach to Executive Success

September 26, 2025 by Jacob Lapera

High Velocity Radio
High Velocity Radio
Leading with Intention: Embracing a Holistic Approach to Executive Success
Loading
00:00 /
RSS Feed
Share
Link
Embed

Download file

In this episode of High Velocity Radio, Lee interviews Shveta Pillai, executive and leadership coach and founder of Lead Style. Shveta shares her journey from corporate consulting to coaching, emphasizing the importance of integrating professional, personal, and physical well-being for sustainable leadership. She discusses her coaching framework, offers real-life examples of client transformation, and highlights her advocacy for AAPI women executives. The conversation underscores how self-awareness and intentionality can help high-performing leaders avoid burnout and achieve lasting fulfillment in both work and life.

Shveta Pillai, an executive coach with 20+ years of helping leaders navigate the space between performance, perception, and purpose under my belt. Her clients include Fortune 500 executives, founders, and senior leaders managing high-stakes moments— restructuring, transitions, and culture transformation.

Before founding LeadStyle, she spent over a decade consulting within complex industries—energy, healthcare, and other high-pressure sectors where leadership decisions directly impact operations and outcomes. That hands-on experience informs her coaching: practical, strategic, and tailored to the realities of leadership at the top.

At LeadStyle, their mission is guiding a sustainable leadership lifestyle—how you show up professionally, personally, and physically. Her 3P framework helps clients lead at scale without burning out or losing their sense of self. This isn’t soft skills training. It’s about recalibrating how leaders live, work, and influence in ways that drive both presence and performance.

As the co-host of Identity Unveiled, a podcast that features AAPI women redefining leadership, she get to see female pioneers staking their claims. Their voices and others like them are the basis of a forthcoming book.

Connect with Shveta on LinkedIn.

What You’ll Learn In This Episode

  • Why many high-performing leaders feel misaligned or burned out, and how this work addresses that challenge
  • LeadStyle – core concept
  • The 3Ps Framework
  • Identity Unveiled – a personal leadership platform method

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 Shveta Pillai, who is an executive and leadership coach and founder of Lead Style. Welcome.

Speaker3: Thanks, Lee. Great to be here.

Lee Kantor: Well, I’m excited to learn what you’re up to. Can you share a little bit about lead style? How you serving folks?

Speaker3: Sure. So Lead Style is an executive coaching organization. This was really founded on the work that helps leaders define what I call a personal leadership lifestyle. That helps them to sustain their level of high performance.

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

Speaker3: Well, you know, I’m a I’m a high performer. I probably have three chapters to my career. I worked in business development and sales, uh, for a little over seven years, and then went and joined property and casualty insurance and then had a seven year stint in consulting at Deloitte, working in the human capital practice. And there is when I really got that exposure to working with global leaders, and my role was to help leaders and their their teams enjoy change. And as you can imagine, how many people love change. So it was a lot of working pretty deep with executives who were going to have to lead a different way. Their kingdoms that they they ruled over within their organization were changing. And that caused a lot of angst among individuals as well as their own leadership. And so that catapulted me into executive coaching, which is where I’m at now.

Lee Kantor: Now, are you working primarily with individuals who raise their hand and say, hey, I need some help? Or are organizations or maybe boards or private equity firms or groups like that calling you in to kind of triage a situation?

Speaker3: I work with organizations and individuals who reach out to me. Most of my work, however, is with organizations, and they come to me not because there’s something remedial that needs to be addressed with the with their executives. And these, again, are people that are already performing at a very high level. These are individuals with who are consistently already delivering results. They carry a big responsibility. These are people that rely are relied upon to set the pace and solve those really tough problems and to keep those things moving forward. So there’s no remedial issue per se. What we want to make sure is that they can still stay in the game, and they can sustain themselves at that level. So these are organizations that look to me to work with their executive teams or their executive individuals to help them develop the capabilities and the ability to sustain that level of high performance.

Lee Kantor: Now, why are they concerned that they won’t be able to sustain this? Are you seeing some maybe, um, trends that maybe these high performing leaders are kind of getting burned out, or they might be kind of, uh, looking to leap to another opportunity? What? What are you seeing out there?

Speaker3: Yeah. I mean, you look at studies like Gallup just recently put out a report that said that less than half of adults across developed countries like Western Europe, North America, New Zealand, Australia are thriving. And that’s the lowest since 2020. And you then couple that with workplace trends that are showing that the leading one of the leading indicators as to why people are dissatisfied at work is this loss of purpose. And so, yes, I am seeing that with these demands that executives are are under this constant pressure, is that they’re also just feeling out of sync with work and their lives more broadly. Uh, and don’t get me wrong, these are individuals that are performing at a very high level. But you can see that there’s this it’s taking a toll. And that is where I come in.

Lee Kantor: Now, are you seeing is there just kind of a misalignment in priorities as kind of their age. And maybe they are getting more, uh, secure financially? Or are they just saying, hey, there has to be more than this particular thing I’m doing? Um, and then maybe they’ll take the leap to entrepreneurship like you did.

Speaker3: Yes. Uh, all of that, um, you’re hitting it right on, on spot. There is a misalignment. And, You know, sometimes it is jumping in from corporate into entrepreneurship and sometimes it’s just staying in the corporate game. You know, I, I was a corporate junkie for a very long time and a high performer at that. And I wish I had the perspective that I have now and the way that I coach my leaders. Uh, it is not ignoring that, you know, if Covid has taught us anything is that it’s not work in life. It’s not about balance, it’s about integration, and it’s about finding that alignment so that you are leaving, leading a an integrative lifestyle that allows you to, um, not burn out and not leave, you know, whether it’s staying in the corporate track or it’s staying in the nonprofit sector, which is taking a huge hit right now. And I work with a couple of leaders in the nonprofit sector, uh, within healthcare, you’re seeing that, um, where there is this high level of of uncertainty that is driving this, this kind of existential crisis, if you will, around, um, what’s my purpose?

Lee Kantor: So how do you help your clients kind of create this harmony between work and life? Like, is this go to the methodology of lead style.

Speaker3: It does, it does. And you know, a lot of, you know, lifestyle isn’t just about developing you as a leader. It’s developing the way that you live. And when you live better, you lead better. So a lot of development programs focus only on the professional side. I coach leaders through what I call the £0.03 framework professional, personal and physical. Because you can’t truly sustain success. You know, there’s a statistic out there that says that, you know, we we spend a third of our of our lives working. Well, you can’t sustain success if you ignore the other two thirds of your life. So when I’m working with executives, we’re very intentional about identifying what are their professional aspirations, whether it’s a promotion or it’s leading my team better or inspiring whatever that specific capability is, but also tying into what’s important to them personally. So we define goals in that space and then also in the physical, which has to do with their physical and mental well-being. Um, you know, I can give you an example. I just worked with the chief legal officer, just closed out this engagement, and he worked with a very large, uh, private entity that serves within the government sector. And when I when I met with him, he was just really, really overwhelmed. Um, he was on the brink of quitting, and he was probably one of the best chief legal officers organization had seen, which is why HR approached me to work with him. After about six months. We one of the things he walked away with was realizing that, you know, he needed he needed his jogs every morning. He was an avid runner, and that was getting lost in the fray of the professional commitments and the constant political barrage he was under at work and getting and before he was running. But he was taking phone calls from the CEO, and that was interrupting his ability to really leverage that physical P, if you will. That allowed him to lead at his best when he did get to work.

Lee Kantor: So then you helped him kind of elevate that to kind of a non-negotiable priority.

Speaker3: Exactly. And that was what was surprising for him, right? He was like, you know, I didn’t realize how important running was to me. And and look, I’m not a therapist. What I want, what I am, is someone who holds leaders to realize what’s intentionally drives them. What intentionally is a formula of success for them. You know, if I just come in as a coach and my process is only focused on developing their skills as a professional. Um, you know, delegation, communications, presence. It’s almost like it’s almost a disservice to them because that when we’re not embracing the other parts of who we are, that eventually will lead to that loss of focus, that performance fatigue, uh, that burnout.

Lee Kantor: Now, when you’re sharing kind of that philosophy with your clients, is that like an aha moment? Is that something like they can’t be all in in their work that they like? You’re giving them permission to kind of explore these other areas of their life in order to create this harmony.

Speaker3: You know, that’s a beautiful way to put it. Yes. I am giving them permission to bring those factors into the workspace. It doesn’t it doesn’t have to live outside of the workspace. You know this it’s interesting. I think, you know, when my business partner and I started this organization. My late business partner, she and I were both corporate junkies. And, you know, we had to be kind of when we when we presented this this way, this program, we didn’t want it to be all like soft and woo woo. And I’m here to kind of bring this existential process of living life. You know, we we wanted to be very practical. And I think that’s what when we, you know, talk about the three P’s. Um, at first they’re a little bit oh okay. This feels a little bit like therapy. But as we get into the process, people realize that there’s patterns that they’re seeing and how they’re professionally showing up that is tied to what’s personally important to them. Um, they’ll also notice patterns of like, you know, the fact that I eat, that I’m not eating well and that I’m eating at my desk or I’m skipping lunch, or I’m not getting that break to to pay attention to my health plays a factor in how they are showing up professionally. And, um, it’s, you know, it’s been interesting because I think Covid, of course, has helped the the understanding of why it’s important to, to not live in this like 50 over 50, like life is on one side, work is on the other. That it really is that integrative style that helps people be successful.

Lee Kantor: Now, how do you deliver the coaching? Is it primarily one on one?

Speaker3: Uh, both one on one and in teams. So when I’m working with intact teams, uh, we will start with an experiential process that allows people to dig deep into those three areas. It’s interesting because I think when people start to see in a team within an intact team, you start to see what’s important to people outside. You start to, you know, bring that humanitarian aspect of of the people that you spend a third of your lifetime with, um, that it starts to build those, those deeper bonds. Um, and that connection that I think many people today in the world are, are craving. It starts to build that connection so that teams build deeper relationships, um, and can also better, better manage through the tough times that all teams experience at work.

Lee Kantor: Now, how do you kind of, um, make it a safe space when you’re dealing with a team and not, um, kind of, well, protect the people that maybe aren’t as comfortable sharing with the other people in the group. Uh, in order to get each of them to where they need to be, and especially in a political dynamic, a lot of these organizations have.

Speaker3: Absolutely. Yeah. You know, I invoked the Vegas clause. You know, what stays in this room? What happens in this room, stays in this room. But also, you know, again, I think any good coach will say that you kind of know how far you can push each person that you work with. Um, I’m very candid with them about, you know, sharing what professionally they are aspiring to, to achieve. Um, but the personal and physical goals that they may have, they are can be very vague about and choose not to share that over time, you will see that when you’re working with teams over a course of 6 to 9 months, that they are more open to bringing that side, that vulnerability to the team. And that’s really important because when you don’t have that vulnerability, um, then you start to see things become very siloed. Um, distrust. And so making it comfortable is my job. Right. And and it’s also allowing you always find kind of 1 or 2 people that are willing to share. And I start with them. And when they start sharing, other people feel comfortable sharing as well. Um, I have not come across the breach of trust, um, within an intact group. Uh, but I am aware that can happen. And when that does happen, um, I know that that is going to be a role that I come in and quickly, um, mitigate.

Lee Kantor: Now, in your career, you’ve dealt with so many leaders, uh, over the course of your career, has there been an opportunity to kind of build community around all these leaders?

Speaker3: Um, it’s a great question, and I’m actually starting a leadership lifestyle podcast. Um, I’ve got that’s going to be focused on building that community so that people start to really look at, not don’t look at leadership as just one kind of authoritarian or autocratic, or that there is no one set definitions. And so yes, I am now looking to I already have a podcast that I started five years ago. Um, and so I’m using my learnings from that now to build community around those leaders that have embraced the the bespoke style of having your own personal leadership lifestyle.

Lee Kantor: And then so this will be an opportunity for the leaders to come on and share what they learned. But is there also an opportunity for the other leaders to interact with each other?

Speaker3: That’s the hope. That is the hope. Um, you know, I, I have some clients that I’ve been working with for many years now and you start to see kind of this, this, this leadership lifestyle take form and people actually talking about, well, you know, my, my, my personal P is really big right now. And, you know, I’m really focused on. My kids have left college. Um, and others will be like, well, my my one are still young. So my personal P is taken over right now. And it’s interesting because they’ll start talking in those terms. Um, so you do start to see with some of my long standing clients that culture that, that the lifestyle of way of, of leading, um, taking form across organizations that I’ve been with for some time.

Lee Kantor: Um, now you talk about your work, um, spotlighting AAPI women executives.

Speaker3: Yeah. So, um, about five years ago, um, you know, I was, I, I started a podcast called Identity Unveiled, uh, with another co-founder. And, you know, to be honest with you, this was a passion project that came at a time which was, you know, my, my business partner with Lead Style. She had passed away. Um, and identity unveiled became an outlet for me to express, um, you know, to go deep into a passion and kind of let coaching, let lifestyle breathe while I while I was able to, you know, focus on something that I was also passionate about. I’ve got two young girls, um, and, you know, growing up in Texas, I will say that there weren’t women that looked like me, um, in the executive ranks, or I didn’t really know them. I didn’t know what their story was. There were some. There was Connie Chung, there was. I don’t even know, another Indian woman. I’m South Asian. That was, um, that was at the top. And so I, I started this because I wanted to bring more representation and visibility to AAPI women that had made it to the executive ranks. Uh, there we we share stories about, you know, everything from the personal side of what it took to get to where they are. Um, you know, when leaders feel seen and heard, uh, for their full identity, I think that they can step into leadership more authentically. And that’s. I feel like that’s true for all of us. Um, AAPI women today make up less than 1% of promotions, from senior VP to C-suite. Um, and they’re they’re they’re the racial group that’s least likely to get promoted. And that’s really important for me to address and create a platform that brings visibility to these issues, um, to these women that have made it to the top so that, you know, inspires my girls when they’re ready to, uh, to get into the workforce.

Lee Kantor: Yeah. It’s always when you see somebody who’s done this before you, it kind of clears the path that. Okay, it’s possible this is not just something I’m imagining that could happen. This is something that can happen. I just have to kind of learn more and maybe follow their path a little.

Speaker3: Absolutely. And I kind of take that same approach with my work at Lead Style and the Leadership Lifestyle Podcast and creating that community. I think when you see people living their life and they are, you know, you see them as these successful executives living their life, you hope that it inspires others to not live in these bubbles that will eventually eat away at their success.

Lee Kantor: Now, um, any advice you would give a leader right now that’s hearing this? Is there some takeaway or piece of advice you would share that something they could be doing right now that would, um, maybe create some of that harmony that you talked about amongst the three P’s?

Speaker3: You know, my my advice is that success without sustainability isn’t real success. You can achieve every milestone and still feel empty if you’re misaligned when. So my advice is, is to really think long and hard about, you know, what is it that’s important to you personally and what are you doing to support your physical health? I think we you know, you can you can if you don’t have your health. I think what I’ve seen and have experienced with with losing my business partner, if you don’t have your health, you don’t have anything. And so be really intentional about about setting goals across those areas, but and not just set a goal, but why that’s important to you. I think we lose sight of that. I think we put a check mark behind. Okay. I worked out today. Great. Yeah. But what does that do for you? What’s important to you about that? And that starts to connect back to purpose. You you will start to see that what’s important to you personally, what’s important to you in your in your health is showing up in how you lead and what makes you a great leader today.

Lee Kantor: And is there a story you can share, maybe, of somebody you work with? Uh, don’t name the name or the organization, but maybe the problem they came to you with and how you were able to help them get to a new level.

Speaker3: Um, well, I think I shared a story about my chief legal officer. I’ll share a different one that I worked with the CFO. Um, you know, one of the issues that an issue, but one that she was a high performing, one of the best CFOs this organization had had as well. And she had been with the organization for about four and a half years. The reason that I worked was working with her was that there were a lot of, um, demands that were going to that she need to kind of change a little bit how she was inspiring her team. We also, you know, when we were working together, we I asked her, you know, personally, what did she want to work on? And her what she wanted to work on was buying less shoes. She had a closet of 600 shoes, and it was almost an obsession that she would buy a pair of shoes almost every week. And I said, okay, uh, physically, she was a she, you know, she ate well. She’s very healthy. She did Pilates. Um, so she just needed to sustain that. So as we’re working together, um, you know, we were we were talking about what it is, you know, is lacking the inspiration with her team.

Speaker3: What’s going on there? I, you know, we were talking through some tactics, and then I asked her about her shoes, and she said, I still keep buying the shoes. And I said, okay, What the realization she came to was that the shoes was a way of getting the inspiration and feeling valued, um, because there was something happening personally for her, uh, with her partner that wasn’t that she wasn’t getting the value there. Look, I’m no therapist, but, you know, I did recommend that she see one. And she did end up seeing, you know, working with her. And her husband ended up working with the therapist. But the realization that came out of that was that that she was seeking inspiration from something else, and she wasn’t present with what it is. That was really the root of the issue. And that helped her actually figure out how to deeply more connect with her team so that she could get to the root of what inspired them. And that was a lasting form of transformation, which has she has taken with her and continues to lead with.

Lee Kantor: So getting to the why, it really is the crux of a lot of things.

Speaker3: It is. It really is.

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

Speaker3: Um, you can connect with me on LinkedIn. You can also go to my website at wltx.com. Um, and reach out to me there. Um, and, uh, you know, send me an email and we can get started.

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

Speaker3: Thank you. Lee, appreciate you taking the time to speak with me today.

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

Tagged With: Lead Style, Shveta Pillai

From Home Care to High Efficiency: The Journey of Staff Hero and Virtual Staffing Solutions

September 26, 2025 by Jacob Lapera

High Velocity Radio
High Velocity Radio
From Home Care to High Efficiency: The Journey of Staff Hero and Virtual Staffing Solutions
Loading
00:00 /
RSS Feed
Share
Link
Embed

Download file

In this episode of High Velocity Radio, Lee Kantor interviews Nick Kiridzic, CEO of Staff Hero, a BPO company connecting U.S. businesses with skilled virtual employees in the Philippines. Nick shares his journey from the home care industry to founding Staff Hero, discusses the wide range of tasks virtual assistants can handle, and highlights how outsourcing can drive efficiency and significant cost savings. The conversation covers client success stories, overcoming trust barriers, and the growing role of virtual assistants and AI in helping small to medium-sized businesses scale and thrive.

Nick Kiridzic is the founder and CEO of Staff Hero, a staffing and referral platform helping businesses across industries connect with reliable talent.

With a strong presence in healthcare and home care agencies, Staff Hero supports hospitals, nursing homes, and care providers by ensuring they have the workforce needed to deliver quality care.

He built Staff Hero to go beyond traditional staffing models, combining technology, referral partnerships, and a people-first approach. Passionate about entrepreneurship and leadership, he is dedicated to empowering organizations with the right people so they can grow, thrive, and serve their communities more effectively.

Connect with Nick on LinkedIn.

What You’ll Learn In This Episode

  • How Staff Hero helps businesses across different industries, especially in healthcare and home care agencies
  • The biggest staffing challenges companies face today and the approach that solves them
  • The importance of referral partnerships in staffing and how they benefit both businesses and workers
  • Lessons learned from working with hospitals, nursing homes, and home care agencies in New York
  • How technology is reshaping hiring and workforce management, and how Staff Hero stands out from traditional staffing agencies
  • Key trends shaping the future of staffing across industries
  • Leadership lessons and advice for entrepreneurs building service-driven companies

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 Nick Kiridzic. He is the CEO with Staff Hero. Welcome, Nick.

Nick Kiridzic: Hey, how’s it going Lee?

Lee Kantor: It is going great. I am so excited to learn what you’re up to. For folks who aren’t familiar, can you share a little bit about Staff Hero? How you serving folks?

Nick Kiridzic: Yeah. So right now Staff Hero is considered a BPO company, which basically is like a virtual assistant company. We help connect quality employees overseas with small to medium sized businesses throughout the United States, really focused on quality, efficiency and overall and more cost effective approach to scaling a company.

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

Nick Kiridzic: Funnily enough, my, uh, the last couple of years are actually for like ten years, I was in the home care industry as a sales person. And for people who don’t know what home care is or how how it works, and internally we have to, as a business development representative, get patients who are interested in home care services. And then inside the office, there’s a team that processes the case, and it’s a grueling process filled with a ton of follow up paperwork, chasing doctors and stuff like that. And the company was a big company, but everybody that they assigned to me to take care of all my patients were just not really panning out. And so one day after getting fed up, like my bonuses were just not, you know, meeting my standards, I just started googling online. I came across an ad that was talking about, you know, hire somebody for like 4 or $5 an hour to do whatever you need them to do. And I came across that ad, I clicked the button, I hired somebody, trialed it for a week, and I was so impressed by, you know, what I can get for for that cost. And I hired that person, paid them out of my own pocket, and lo and behold, I doubled my numbers within the next couple of months.

Lee Kantor: So what types of tasks were they doing for you?

Nick Kiridzic: So people who typically hire virtual assistants, you know, believe that maybe they might be limited to calendar management, customer support or reaching out, you know, to clients via email acting as like a general assistant or executive assistant. But I saw that they could do a lot more than that. I mean, I even got them to eventually start taking on sales. I was training them on sales and they were able to just perform as a good sales people. I’ve had them fill roles where they are doing far more complicated tasks, which involved, you know, staffing in homecare. And this is me being in homecare for a long time, but, uh, involving staffing, you know, uh, reviewing, you know, data to make solid decisions for the company. So far, more complicated things than most people are using them for.

Lee Kantor: So in your business today, are you mainly serving the health care sector and home health care agencies?

Nick Kiridzic: Most of my clients are from those, you know, from the healthcare industry, simply because connections just kind of like went a long way. And, you know, word of mouth really spread fast. But I found myself helping people in real estate attorneys, even small firms even, you know, a lot of e-commerce people are finding, uh, my services useful. And yeah.

Lee Kantor: So now you’ve so you’ve expanded outside of healthcare into small to midsize businesses.

Nick Kiridzic: Yeah, Yeah.

Lee Kantor: Now, when you’re approaching kind of a new market that maybe you don’t have as many contacts in as your previous one, how are you going about getting the word out and letting people know that this service even exists?

Nick Kiridzic: You know what? I think people are hearing about it nowadays. Something is telling me that alongside, you know, the the rage for AI and stuff like that, most businesses are struggling. And I feel like I could smell it. Everybody that I come across that’s trying to start a business just feels like it’s a lot more teeth pulling. So everybody’s looking for that edge and they’re thinking AI is the thing. And also virtual assistants, people are realizing that they can start a business and and it be far more cost effective than it ever has been before. So I don’t think I have to really educate too many people about it. I think, though, when I do come across like a potential sale or I’m trying to close on somebody, I try to explain to them that you know what they’re looking at can be the the next step in them growing and scaling their business.

Lee Kantor: So when you’re having those kind of conversations, what do their your prospective clients think is holding them back where your service could help them?

Nick Kiridzic: I think most businesses tend to or business owners, especially in small businesses. They tend to handle all the work. And, you know, and this goes from customer support to billing to I mean, you name it literally. They just want to handle everything. And there’s a trust issue with, you know, having somebody handle everything or anything could be like really, really, uh, a tough move. But most people realize that if they want to grow, they gotta eventually hand it off to somebody. The next part is, financially, it doesn’t make sense. Am I really going to be paying somebody $25 an hour to just handle customer support? No, it doesn’t make sense anymore. So why not maybe hire somebody for 4 or $5 an hour? Then it can make sense, you know.

Lee Kantor: So what are those conversations? You’re talking to a business owner. Maybe they’ve never worked with somebody overseas before. How do you like what’s that conversation look like? Say they have a, um. I mean, I would imagine you have a lot of people that want help, maybe in social media or some sort of marketing that they would like, maybe automated. How do you have that conversation with somebody?

Nick Kiridzic: Yeah. Yeah, definitely. So typically because when we are going about our lead generation, we’re looking for people who have a need for for support for some kind of staff. Right. You know, people like they know what they’re clicking on and they get to me somehow. But I always ask the question, I put the ball in their court. I, I asked them like, well, what are some things that maybe you’re handling, or maybe other people in your in your company are handling that are really low cost tasks. Let’s start there. Let’s start small. What are some things you can you can think of. And if they can’t think of something. I, uh, I start throwing options their way. I was like, okay, well, who’s handling, like I said, customer support. It’s a very common one. Right? Who’s handling customer support? Um, do you have a lot of, uh, issues with data management? Um, with organization? Let’s start there. No. Okay. Let’s let’s talk about your sales. Who’s handling all of your, uh, sales, who’s handling, um, outreach for new, uh, new potential customers, for new sales. What does that look like? Um, and as we start chipping away at the smaller things, I’m always looking to paint a bigger picture. Large companies like Amazon, Google, they create major divisions that are solely based of, you know, operated off of people from different countries. So I want people to start thinking that way because you can eventually have that. And then we look into like management, leadership, all that kind of stuff.

Lee Kantor: Now, you mentioned a lot of your workforce is overseas. Are the people that are interacting with the clients also overseas or is or are there some people that are in America that are kind of the liaison?

Nick Kiridzic: Currently, our company is completely based out overseas. We don’t have one person other than myself and also my younger brother who, uh, took on, you know, he’s young and he wants to learn sales. So I gave him the opportunity to, uh, try to learn how to sell our services. Um, but that’s it.

Lee Kantor: So any inbound or outbound lead is being initiated by somebody overseas, and they’re the first line in the.

Nick Kiridzic: Yep. Correct.

Lee Kantor: And, um, who who is? Is there anybody on the team that’s kind of building community or building partnerships?

Nick Kiridzic: Yeah. So in terms of partnerships, no. But community. Absolutely. So in the Philippines it’s really important. Um, it’s really important for people to they have like a very good culture when it comes to maintaining community is what I’m trying to get at. Um, people are hearing about staff hero like crazy in the Philippines, and it’s only because I have hired people who understand how to reach out to the community and get connected with everybody, and show everybody what we have going on, the opportunity we have going on. Um, so like for them, when it comes to like social media, they really utilize social media like crazy out in the Philippines. So everybody’s seeing the same stuff. Um, I hope that answered your question.

Lee Kantor: So how about if my company wants help building community here in America? Does your team have the skills necessary to help build a community? Maybe moderate or to help? Um, my company when it comes to a more robust social media strategy?

Nick Kiridzic: Yeah. So the way I say is, if if you know how to teach it, then yes, you’d be surprised by how well learned or how educated. Um, some of these people really come. You know, they really can come in and maybe far more than just impress you, but they could take what you teach them and really run with it without coming back to you with too many questions like, look, you’re not going to hire somebody from, uh, Davao, and they’re going to come back to you and tell you they understand how certain things in Texas work, right? But if you are trying to build a community and need support, and maybe you get this person involved long enough 100%, I’ll give you actually a little example if you have a second, um, you know, if Amazon FBA was a very, very popular thing, uh, a couple of years ago where everybody was really, like running off the online arbitrage of Amazon, and it’s not as popular anymore as there’s far more, far too many loopholes, far too many barriers to entry. Um, but what I did was I paid for a course, I didn’t study the course. I hired somebody, and I paid her to study, and she studied for, like two months. And now, about a year later, she runs a Amazon FBA business under my name. So I don’t know if that answers your question in another way.

Lee Kantor: So as long as I can give good instructions, you have the people that can execute my vision with pretty hands off.

Nick Kiridzic: Pretty much. Pretty much.

Lee Kantor: Now are there, um, how good are they at AI? You know, workflows and creating AI? Are they better at taking a workflow I create and then just implementing it?

Nick Kiridzic: Well, like, you know, when I when we say like, are they better? It’s like you’re going to find people who don’t know it and then you’re going to find people who do know it. Part of what we do at Staff Hero is we have a pretty extensive, um, interview process, especially when we’re looking for, um, very real specific or skill specific, um, positions to fill. Um, just the other day, I interviewed somebody who was supposed to who’s trying to fill like a very basic admin position, but I saw that he had a lot of go high level skills, go high levels, CRM that’s very, you know, very popular for people who are utilizing a lot of AI, chatbots and stuff like that. And what I find is a lot of people who work in the Philippines that have executive assistant, uh, experience working for young modern companies. They all tend to get trained heavily on AI. So prompt writing is very, you know, important to a lot of them. Um, uh, building out CRMs and automations, learning how to use Zapier, stuff like that. I have been taught so many times over on how to do certain things, um, from somebody who just pulled that information from a previous client that they worked with.

Lee Kantor: So is that kind of one of the maybe unintended consequences? But a side benefit is that your people are getting better and better, and any new client is kind of getting best practices from all the other clients they had beforehand.

Nick Kiridzic: Yeah. Yeah, definitely in a way. But you know, I that being said, there is so much opportunity. It’s it’s quite amazing to see how many people I meet on a day to day basis, just interviewing new people where they come to me. And I just what I hear from the interview when I ask like, well, why did you leave that previous company? Or why were you fired? It just sounds like the previous company just did not know how to utilize them. They just, they they got lazy. They didn’t know what they could do with them. You know, they were they realized that this person was heavily trained, but then they didn’t know what to do with all that training, if that makes sense.

Lee Kantor: So how are you helping your clients kind of not make that mistake? Are you giving them a playbook? Are you giving them some instructions and training on how to get the most out of the service?

Nick Kiridzic: Because our company is relatively young, um, and I guess I would say I’m a little new to dealing with the customer experience. Not new in the sense like I don’t know how to deal with customers, but I’m also kind of giving a lot. I kind of act as a unpaid consultant in some way. I know what I need in my business to constantly grow, and I’ve seen what a lot of businesses fail to do. So I’m going to ask a lot of the maybe right questions to kind of uncover where we can place people to take care of a lot of the load. So, I mean, nowadays, you see, you know, a lot of these businesses that have been operating for 30, 40 years, like mechanic shops, like, for example, my father had a mechanic shop. He was still operating off of paper. If that kind of client came my way, I probably would have a hard time trying to convince him to use somebody from another country and have zoom meetings with them and then teach them how to, you know, yada yada. But, um, I am interviewing the client as well. I’m not just interviewing employees. I’m interviewing clients because the clients, because I’m looking for somebody who can not just find the benefit in hiring people overseas, but could actually use it like meaning who will actually use it and make sense of it, you know?

Lee Kantor: Now how are you selling the services? Is it in blocks of time? Is it by the hour? Like, how does someone work with you?

Nick Kiridzic: Yeah. So the service is very simple. They tell me we we determined that they have a need that we’re looking to fill. We determined that we’re looking to find somebody to take care of their position that we’re looking to fill. And we cover our company staff. We cover the payroll. We cover the HR, we cover the recruiting, we cover. If it means, um, replacing the employee. We record all the trainings. That way the client doesn’t have to do the retraining. We handle all of that kind of stuff, and the client just pays us for the hours that that the employee works.

Lee Kantor: So that’s kind of, uh. So you’re not hiring. The person isn’t hiring a person. They’re hiring, Um, your company, and then it might be a different person in six months than the first person you’re dealing with. I’m hiring staff here. I’m not hiring Bob.

Nick Kiridzic: Exactly. And I mean, that’s that points out the possibility that Bob, for example, leaves. Right. But, um, like I said, we are heavily not just client. The client experience is not the only important thing here is the the employee experience is also important here. So we’re creating long term positions. We’re looking to make sure that the client is looking for something long term as well. Obviously employees can come and go and like maybe they won’t fit what we’re looking for. But like I said, we’re hiring and then we’re training and we’re recording those trainings. Make sure that if we have to re recruit, that it’s as painless as possible.

Lee Kantor: Now, um, is there a story you can share that maybe illustrates how this can work for a small business so that, uh, maybe they came to you with a challenge, maybe. Share that. Don’t name the name of the company, but maybe what the challenge was and how you were able to help them get to a new level after working with you and your team.

Nick Kiridzic: Yeah, yeah. Okay, so, um, I’m not going to give a name, but it was. It is a home care agency. Um, they home care agencies, they have to constantly make sure that their patients are being taken care of. So it’s called it’s a staffing issue, right? Having aides available to take care of their patients. Um, people call out all the time. So in the middle of the night, at 1:00 in the morning, if an aide has to leave for whatever emergency, who does she call in order to communicate to the agency that, you know, like, I’m not going to be there, the patient’s going to be alone. So she calls it in at 1:00 in the morning. And the people that are supposed to be answering are called the on call department. Every home care agency has an on call department. Most of them are not really operating too well because they consist of people who live in the States. Um, and most people who live in the States do not want to answer a phone call at 1:00 in the morning, or they’ll be asleep, or they’ll fall asleep to the phone or whatever. The people in the Philippines, it’s a 12 hour difference. So when I came across this client’s issue, I explained to them that we can train people from the Philippines to do everything that this current on call staff does, and it will be virtually, you know, uh, you know, sixth of the costs in this case. And they wanted to test it out. They wanted to see if it would work. So instead of replacing their current team, they had them shadow along and see if they could take over some of the tasks. If there’s any, like Mishandlings, they could take over. They got trained for like about 2 to 3 weeks. And then essentially the company, the client replaced their entire on call department with four people from the Philippines. So ultimately saving themselves well over 100 $150,000 a year for the cost of $20,000 a year. Let’s just call it that.

Lee Kantor: And and there’s somebody on your team that’s kind of the account manager. Or is it always kind of interacting directly with the worker?

Nick Kiridzic: It’s always interacting with the worker. We we want to make sure that there’s not too many, you know, barriers to communication. We are placing the employees directly with the supervisor that’s going to be overseeing them, just like any company would have if I worked at a company and I had a direct supervisor, that’s who I’m going to be talking to. But we do constantly check in and follow up with the client and with the employee. We make sure that the employee is happy. We make sure we see like, hey, have you been talking to them lately? How’s work been going? Everything going well? What did you guys learn so far? What have you guys been doing? And same thing with the client. How are things with Bob? Um, has Bob been showing up? Is everything okay? Just checking in. Let me know if there’s any issues.

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

Nick Kiridzic: Yeah, the best way to connect. I mean, if you have any questions, you’re looking for help with anything staffing related or you just want to learn some more, you can reach out to me at hero.com. That’s staff Hero.com. Um, or you can find me on Instagram. Nick underscore kurincic.

Lee Kantor: Good stuff. Nick. Uh, congratulations on all the success. You’re doing important work and we appreciate you.

Nick Kiridzic: Thank you so much, Lee. I really appreciate it.

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

Tagged With: Nick Kiridzic, Staff Hero

Chaos to Clarity: Transforming Your Business with Coaching

September 26, 2025 by Jacob Lapera

High Velocity Radio
High Velocity Radio
Chaos to Clarity: Transforming Your Business with Coaching
Loading
00:00 /
RSS Feed
Share
Link
Embed

Download file

In this episode of High Velocity Radio, Lee Kantor interviews business coach Steve Feld (Biz Coach Steve). Steve shares insights from his entrepreneurial journey and coaching practice, focusing on helping small and medium-sized business owners build sustainable, sellable companies. The discussion covers identifying target markets, refining marketing strategies, optimizing operations, leveraging AI tools, and the value of mastermind groups. Steve also recounts a powerful client transformation story, highlighting the impact of coaching on both business and personal lives.

Biz Coach Steve Feld, MBA is a Certified Business Coach, TEDx presenter, Author, Professional Speaker, award-winning Business Executive, Black Belt in Karate, and Coffee Enthusiast. Over 900 businesses have turned to Steve for his expertise in gaining clarity, implementing strategic plans, and driving significant growth. His secret? A laser focuses on the foundational elements of business. Wrote 20 business books.

His passion lies in business growth, efficient operations, and ensuring long-term success. His presentations are packed with high-impact content that audiences can immediately apply for fast results. Believing that business should be both fun and productive, he delivers his insights engagingly and entertainingly, ensuring maximum audience engagement.

With seven successful businesses under his belt, he knows what it takes to build and sustain profitability. He has also led change management and process improvement initiatives for numerous companies, including three Fortune 500 giants, where he revitalized entire divisions. Beyond his extensive U.S. experience, he collaborates with global businesses to enhance and streamline their operations.

Today, business owners and companies hire Biz Coach Steve to skyrocket their revenue and profits. Offering a wide range of resources—from one-on-one and group coaching to mastermind facilitation, and proven strategies—Steve equips businesses with the proven tools they need to thrive.

Connect with Steve on LinkedIn and Facebook.

What You’ll Learn In This Episode

  • A strategy business owners can implement right away without spending more on marketing or advertising

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 this show we have Steve Feld, who is also known as Biz Coach Steve, welcome.

Steve Feld: Well, thanks for having me.

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

Steve Feld: Yeah, I primarily work with small, medium sized business owners, trying to help them get some operations and systems in their business so they can build a long term, sustainable business that one day they can actually sell and get that sweat equity back.

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

Steve Feld: Well, I’ve owned and operated several businesses and turned well for others around, Round, but I started like any entrepreneurial journey back as a kid. But my first business was actually writing plans for techies so they can get venture capital money. And then that morphed into teaching them how to speak business and not tech so they can speak to the investors. And everything was going good until the tech bubble burst and, well, so did my business. And and then after three days of crying in a corner, I opened up my second business consulting with the businesses that were still around and everything took off from there.

Lee Kantor: So what’s kind of the what is your current client pool look like now? Are they startup technology startups or are they kind of mom and pop brick and mortar? Do you have a niche?

Steve Feld: A lot of mom and pop, because that’s where my passion lies, is small business owners. A lot of them are owner operators, so they’re probably doing anywhere from 5 to 20 million as an owner operator. But I’ve been teaching entrepreneurs classes, workshops. I’ve been doing that as my pro bono, as a mentor of Score Arizona Commerce Authority. I taught a class called ABC’s of starting a business three times a month for ten years. So my passion is to see anyone going into business, to be a business owner and not set up a hobby or an income stream, but really make a business out of it.

Lee Kantor: So when you’re working with a client, are they typically a client in a local market, or are they kind of, you know, the world’s their oyster?

Steve Feld: Yeah, a lot of them are the world’s, their oyster.

Steve Feld: I’ve had clients in Australia, Dubai, England, Germany, all over the world. They just needed someone to really kind of kick them on the backside, tell it to them straight and help them grow their business and keep them focused. And that’s a big thing with entrepreneurs. We have shiny object syndrome, so trying to keep them focused. Focus. But yeah, I’ve worked with clients all over the world, which has been quite a great experience.

Lee Kantor: Well, let’s kind of, uh, give some advice to our listeners. Let’s say they are a local business and they get their clients locally. What kind of strategy would you deploy for somebody in that world, as opposed to somebody who’s trying to market to, you know, people all over the planet?

Steve Feld: Right.

Steve Feld: Yeah, it’s the same. Uh, those clients that were I worked with over in other countries, they all obviously operated locally. But yeah, the first thing I always ask is like, who’s your target market? Many business owners think everyone’s their target market, and we have to really hone that in, because once we really know who their target market is, that’s going to set us up great. When we start working on the marketing and operations parts of things. So our language, our verbiage, mission statement, websites, everything will be towards that target market. And of course things do evolve and change. But many business owners, what we see is they’re getting either lucky or they just don’t know who their target market is and they’re picking up scraps. I call them the scraps, not the real. They’re real core market. So that’s where usually I start off with.

Lee Kantor: And then like, what are some of the questions or how do you kind of determine who their actual ideal client is as opposed to who they think it is?

Steve Feld: I just usually straight up ask them, who is your target market? If they hem and haw and they can’t figure it out, they don’t really know. Give you an example. I worked with an insurance agency owner, good size agency. I asked him the same question. He rattled off all his stats, so we pulled up his client database and found out it wasn’t anything what he thought it was, and I said, let’s start pulling these people. Why did they hire you versus the next insurance agent. So we did a poll, a survey, and we found out that certain words that he was projecting in his marketing were resonating with them. So we actually changed his marketing to actually target that market. And we also found out he did not want to be targeting certain types of clients. So we actually put some of that in the target in the marketing as well. So now he was really honing in in his agency started taking off even faster.

Lee Kantor: So is that unusual to, uh, for a business owner to think that their target is a but actually, it’s, you know, gee.

Steve Feld: I know I, I’m a victim of that. I used to target insurance agency owners and financial planners, and one day I am filled up with clients. I can’t take another one. And I started looking and I did not have one of those that market in my client list. So I talked to each one of them, like, why did you decide to go with me? And they told me, well, this May. This really spoke to me. This spoke to me. I just changed the verbiage in my message, in my messaging to small business owners and owner operators or businesses. And it didn’t change anything. It actually increased my business.

Lee Kantor: Now, when you say you changed kind of that language, was that changing the language on your website in communication, if you went to a chamber meeting, is it? Um, you know, on your social media, like on your business card, like, did you just you just change everything once you learned everything?

Steve Feld: Yes, everything. Uh, it was top to bottom. My elevator pitch, uh, business cards didn’t really change because it didn’t say who I targeted there, but my website gave I got testimonials by doing the surveys to which actually helped my business. And yeah, just changed all the marketing, the messaging of who was my real target market.

Lee Kantor: Now, when you’re doing that type of surveying, are you the one actually doing it or do you hire a firm to do it? Or maybe somebody on your team to ask those questions like, how do you kind of, you know, the nuts and bolts of going out and polling your clients to see, you know, what, what persuaded them to buy and what they like about your service?

Steve Feld: I’ve used all those methods, actually. So a lot of times I’ll work if it’s the owner. Operator. Let’s come up with the questions, because we do have a large list of questions that we’ve used in the past. I’ve also had to hire a company that does the surveys because they had a large contact list, and we wanted to get a bigger database, a bigger pool of it. So we hired a company that was professionally done in that, and they really helped us out. And we also have hired a company that did surveys like electronic and mail surveys, because that was their specialty. So I tap into the pros. And then if it’s a smaller business like okay, you only have 15 clients, let’s just call them up. You have the relationship with them. This is going to take no time at all.

Lee Kantor: Now early on you mentioned the importance of getting the operations right. Do you find that a lot of companies kind of take that for granted and they focus maybe on sales first, or maybe too much on that and not enough on operations?

Steve Feld: I think they they’re not focusing on sales first. I see that more. So they’re trying to like sell like come up with their message which isn’t hitting anyone. And then they wonder why they have no sales. I’ll give you an example. One of my companies, I just focus on sales. I did not have a website, didn’t even have business cards. I was after sales. I honed in my marketing message, my elevator pitch, and that’s what did it. Whereas a lot of businesses are just going out there and like, hey, I got a product or a service, by my stuff, and then they wonder why it’s not working. So that’s why we go back to the target market. But then if they’re up and running, I go into their internal operations, their systems, they might be doing redundancies or they’re doing accounting and they hate accounting, and they’re spending hours and hours and just getting frustrated with it. And my question always is like, well, why don’t you have someone who loves this stuff? Do it. It’ll save you a lot of time and money. So it depends on the level of the business. But yeah.

Lee Kantor: So, um, you one of the first step is always kind of ideal client. And then you get into kind of marketing messaging and sales and then you move into operations.

Steve Feld: Yes. Because we want to get the money coming in. That’s the key thing. And then start testing systems. How are they flowing? I’ve worked with manufacturing businesses, brick and mortars, retail service based. So it’s a little bit of difference in each of them. And I want to see the operation flow like they have a product. How’s the logistics working? Is it being touched too many times? How can we flow it in and out of the building faster? And then how we, you know, looking at our inventory levels and capacity, it just goes on, goes it goes really deep. But we also document everything, especially for smaller business owners, because one day they’re going to want to sell their business. And if they don’t have everything documented and systems in place as a buyer, it’s not very attractive. Now we try to get those built as well.

Lee Kantor: So you’re kind of um, you don’t you don’t neglect keeping the end in mind. Uh, you want to be able to give them something that at the end of the day, they have an asset that’s sellable.

Steve Feld: Absolutely. And every business has a different end goal. Could be legacy, passing it down to their kids. It could be I’m going to just use this as an income stream for the rest of my life and have a great living and a retirement. Perfect. Others want to sell. Others want to be acquired by a competitor. And unfortunately, we saw a lot of that in in 2020 with Covid. They didn’t have a business to sell and they wanted to sell because of Covid. And it’s like, wow, this is where you have to build a business and have your end in mind when you start the business. What is the goal at the end? What are you going to do with this business?

Lee Kantor: Now how do you deliver your coaching services? Are you kind of just asking them questions and then they’re going out and doing the work? Or are you kind of also, it sounds like maybe doing some consulting where you’re rolling up your sleeves and helping them out.

Steve Feld: It depends on the client. I used to have one of my companies was consulting, so I rolled up the sleeves and did the work. Now it’s a lot more coaching, asking questions, going deep and then giving them my toolbox so they have at least a reference. So when we’re talking like even surveys. Well, here’s a pages and pages of survey questions. Let’s go through them together and find what hits with you that you think your audience would react to as well. So I do have the resources. I share them with my clients all the time.

Lee Kantor: Now, are you, um, leaning into AI at all in your practice?

Steve Feld: Oh yeah. I’ve been in AI for a while. Um, I’m loving it. And it’s a tool. And I show a lot of the business owners. They think it’s the end all or it’s going to replace me, which is false. It’s. It’s a tool. But I’m teaching you how to use the tool in your business. Use it for marketing, use it for operations, use it for, you know, even answering your emails. It can be done for that now.

Lee Kantor: So what’s some kind of low hanging fruit for somebody who hasn’t taken the leap into leaning into AI just yet, but what’s kind of an easy way to get them started? At least exploring and experimenting?

Steve Feld: I would say start off with the most common ChatGPT and learn some prompts. So it could be things you can actually have a conversation with ChatGPT and many other programs is just getting in there. What do you want out of it? It’s just like anything else. What is your end goal when you put this information in and what do you expect it to come out? So for example, I write articles all the time. I actually write them, throw them in ChatGPT. I say clean up my grammar because that is not a strength of mine. And then also make it maybe more entertaining or emotional and it’ll help me on those things that I those are my blind spots. And then I take it out and I play with it again, and I might run it through 3 or 4 times, but at the end, I still proofread every single word and make the adjustments. So it’s still me. I don’t believe in. Hey AI, write me this article and I just take it, copy, paste and call it a day. It’s a tool.

Lee Kantor: Right? I think a lot of people think it’s that. And I think you’re 100% right. It’s a tool, but it’s not you. You. There’s no replacement for you, and you don’t want it to replace you.

Steve Feld: No. And I’ve been playing with, uh, with, uh, perplexity lately with a couple other coaches, and we’re sharing each other’s prompts and we’re taking our prompts to a whole different level now, and we’re having a lot of fun just as a group learning and how to expand it. And now we’re taking that knowledge and using other AI programs because we’re getting our prompts so good, so well honed in.

Lee Kantor: Now, how important is community? Uh, is that part of the deliverable is that you help your clients kind of, uh, work with other clients of yours. Do you do you have something that forms a community?

Steve Feld: Yes, I have. I’ve had mastermind groups and group coaching the mastermind groups. I see those individuals. It takes them a little bit of time to really form the bond, but I give it time every meeting so they can network with each other. And I have seen relationships and third businesses. I call it the third business because they each have an idea, and then two of them get together and create something even bigger and better. It’s amazing the power of the mastermind group and I’m and the community that it brings. By the time you’re in fifth sixth month of this, everyone has bonded so well and they are sharing everything.

Lee Kantor: So it sounds like you, you kind of eat your own cooking there, that you also have kind of colleagues that you, um, work with in that manner and have community.

Steve Feld: Absolutely. And I’ve ran mastermind groups for I don’t even know how many years. Quite a few years. Same with group coaching. It’s a different format, but it still builds the bonds. And I’ve been running an accountability group I think for seven years now. It’s just people coming in saying what their goals are. Did they achieve them or not? No excuses are allowed. And then here’s my goal for the next meeting. Fast and furious. And everyone in the group knows each other outside of the group because connect with them. Get to know them. And a lot of them have formed joint venture partners together.

Lee Kantor: Now, what would you say to somebody who’s never had coaching before? What would be something that might surprise them about having a coach?

Steve Feld: I think the number one thing is, oh, I hired a coach. So they’re going to like, take over my business and do everything. And that’s farthest from the truth. They’re there to get you back on your track. So they’re going to ask you deep questions, some very uncomfortable questions, but it’s for your benefit. And a lot of times I see with entrepreneurs, because I was one of these who rejected having a coach with the mindset, no one knows my business better than me. My business is unique, and I was telling myself one of the biggest lies out there. Once I got over that and my ego, I hired a coach because my business was failing and within 45 days, my life and my business changed because they kept me on track. They were in looking out for my best interest, even though it was some tough love and I was very focused and I had goals and strategies in place. After two years, my business was just thriving while my competitors were wondering like, what the hell did I do? And it was the coach that actually kept me focused and asked me those hard hitting questions and I still did all the work.

Lee Kantor: So what are some of those hard hitting questions that got you moving?

Steve Feld: The biggest one was, well, why? Why are you doing 20 things in your business when you should only be focusing on, like these two that bring in revenue? And I couldn’t answer it. I’m like, well, these also bring in revenue. Great. Let’s pull up the financials and look. And then we pull them up. Well as a business owner you’re go go go. You’re not looking at this stuff when someone says stop and look. Now you have a coach saying stop and look. When I looked at the financials, I almost threw up. I was sick. I never stopped and looked. And now I have someone forcing me to do it. And it was the greatest thing. After, you know, I got done dry heaving because I didn’t like the financials. And then I realized they’re right. I’m doing too much and I’m spread too thin. Let’s focus on what’s making me money in my business.

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

Steve Feld: Yes. My website. Com or LinkedIn? I’m on LinkedIn. That’s probably the best too as well. And you get to learn a lot about me and ask me any questions. I’m more than happy to help people. Short and simple questions. I’m not going to solve the the world’s greatest universal questions, but you know, I’m going to help you out. Whatever I can or give you point you in the right way, give you the resources, whatever it takes.

Lee Kantor: Now, before we wrap, can you share a story maybe the most rewarding or impactful, uh, relationship you had when it came to coaching? Share maybe what the challenge was when they came to you, and how you were able to help them get to a new level.

Steve Feld: Yeah. So one of my clients came to me. We met multiple times so he can figure me out. And he said, I’m going to pull the trigger. And our first meeting, I go, you’ve been holding back the whole time. Really? What’s going on in your life and in your business? He broke down crying. His wife’s on the verge of divorcing him. He was ready to file bankruptcy. His business was five times their earnings in debt. And he was getting sued by his ex-partner. So. And he and the bank was coming to him every day ready to foreclose on his building. The guy was in shambles. And it’s like, okay, let’s breathe. And, you know, we got him calmed down, but it’s like, let’s take what’s the biggest things on that we can change immediately. And the first thing we noticed when I was doing just a little research in his industry is he was the lowest, the cheapest in his industry, but one of the highest selling volumes. So we increased his prices to the average. That started bringing the income in. I actually got him to start communicating with his wife and that changed.

Steve Feld: I got to meet his wife very well. She really appreciated that. He finally got out, got some help. I had him go talk to the bank and we had a game plan how he’s going to talk to the bank. We prepared a game plan. They liked it and stayed off his back for a while. I got him to actually meet with his ex-partner to find out what what the real deal is. On being sued after about. He said they met for two hours. In the first ten minutes, he found out he was suing him just because he was mad. So the lawsuit got dropped, got the bank off of him, saved his marriage. Then we started really working on his business and within eight months he turned his first profit he’s ever had since he started the business and started paying the debt off two years later, paid off the debt. He had hundreds of thousands in the bank. Him and his wife were probably the best relationship you’ve ever seen. And his ex-partner? Uh, they were now best buddies again.

Lee Kantor: The coaching impact is real, huh?

Steve Feld: It is real. I mean, I’ve been on both sides of it. I even have a coach. I still get kicked in the backside every now and then. And I love it because I know the power of it. It really helps to have someone look out for your best interests. That’s not, you know, having their hand out the whole time, but they’re looking out for you and your best interest and whatever they do, it’s like, hey, I’m trying to help you reach your goals. It’s not about me.

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

Steve Feld: I am about ready to open up a new mastermind group for the beginning of the year, so I am looking for those great entrepreneurs. Usually been in business doing a couple hundred thousand or more, because then they can talk at a different level and get them in the room together and watch the power of the mastermind group. And I’ve seen that power time and time again, and people have broken down with problems, and there’s someone in the room that’s been through it, done it. They have the the answer and the knowledge and the resources, and that problem gets solved within a minute. It’s amazing the power of a mastermind group.

Lee Kantor: And they can sign up at com or connect connect with you on LinkedIn.

Steve Feld: Absolutely.

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

Steve Feld: Well, thank you very much for having me.

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

Tagged With: Steve Feld

Transforming Trades: How to Empower Your Business and Delegate Effectively

September 16, 2025 by Jacob Lapera

High Velocity Radio
High Velocity Radio
Transforming Trades: How to Empower Your Business and Delegate Effectively
Loading
00:00 /
RSS Feed
Share
Link
Embed

Download file

In this episode of High Velocity Radio, Lee Kantor interviews Joey Zoccali, business strategist and founder of Grow With Coach Joey. Joey shares insights from his “Fix and Scale” 90-day coaching program, which helps entrepreneurs—especially tradespeople—identify and overcome business bottlenecks. He discusses his financial background, the importance of profit strategies, and preparing for business exits. Joey also introduces “inversion thinking,” a method for anticipating and preventing failure. The episode provides actionable advice on delegation, sales processes, and strategic planning to help business owners achieve sustainable growth and success.

Joseph “Coach Joey” Zoccali is a visionary entrepreneur and catalyst for business transformation. With over 30 years of experience as a founder of multiple successful ventures, he brings a wealth of practical knowledge to his role as a Strategic Coach, dynamic thought leader, and sought-after public speaker.

His mission is to empower business owners and executives to unlock their full potential and achieve unprecedented growth. His unique blend of entrepreneurial insight and strategic coaching enables clients to navigate challenges, seize opportunities, and redefine success on their own terms.

Drawing from his extensive background in business creation and leadership, he offers a pragmatic yet inspiring approach to professional development. He excels at identifying core issues within organizations and guiding stakeholders toward innovative solutions that drive measurable results.

A charismatic and engaging presenter, he has delivered hundreds of workshops and keynote speeches to audiences ranging from small business groups to large corporate conventions.

His interactive sessions and thought-provoking presentations leave attendees energized and equipped with actionable strategies for immediate implementation. In his coaching practice, speaking engagements, and workshops.

Connect with Coach Joey on LinkedIn, Facebook and Twitter.

What You’ll Learn In This Episode

  • What changes first when a business commits to strategic coaching
  • Inversion Thinking—how to use it with overwhelmed owners
  • “Ostrich Syndrome”—what it really means
  • The first area to tackle in strategic planning

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. I hope you have your paper and pen or digital device with you, because there’s going to be a lot of really smart things being said today. Today’s guest is Joey Zoccali. He is an author, speaker, and business strategist with grow with coach. Joey, welcome to the show, man.

Joey Zoccali: Thank you Lee. Thanks for having me.

Lee Kantor: Well, I’m excited to learn what you’re up to. Uh, let’s get started with. Just tell us a little bit about your coaching practice. How you serving folks?

Joey Zoccali: Okay, that’s a great one to start. I guess right now we, uh, have several different programs I’ve tried to align everything up with, you know, what would fit into a person’s schedule, especially when you get to the entrepreneurs who are busy. We have a 1 to 1 program, which is typically a six month commitment. We also run a 90 day, 1 to 1 program, and that’s probably what I’ll mention a little bit today here. We call it the fix and scale model, where we kind of dive into the one constraint. We blow it open and then we take scaling from that. That’s a 90 day program. We do that one inside of a group as well in a mastermind. So that’s kind of what the picture looks like as far as as far as the lineup goes.

Lee Kantor: So what’s your backstory? How’d you get involved in coaching?

Joey Zoccali: That’s a great question. I’ve actually been in business myself over 30 years. I actually have a financial services background. I was an investment banker. I took companies, participated in in distribution for IPOs like Outback and Checkers and all the golf clubs and blockbuster back in the day. Ran a private practice as well for for many years at the same time made a few investments, uh, into into some marketing companies that actually in order to in order to make those work, I had to actually grab the reins. So I was pretty busy there for, for quite a few years. I’ve taken, um, three companies above the seven figure mark, one of those above the eight figure mark during that time. And actually I was kind of winding everything down. I kind of kicked back here in Florida. Nice little house. I got sunsets, I got the beaches. But man, I’ll tell you, it’s, um, when I wound everything down, it cut pretty boring all of a sudden. And I decided, you know, I’ve been given advice my whole life and never got paid for it. So why don’t I go ahead and help some businesses out and see if I can’t make a couple bucks doing so? So, you know, that’s kind of that’s kind of how it all evolved. And I’m happy to say, you know, I work with some great companies, Some great guys, some great businesses. And it’s just at a point in my life where making money while giving back is pretty personally rewarding.

Lee Kantor: So do you have a niche or an industry that you specialize in, or is this kind of industry agnostic? This kind of work.

Joey Zoccali: You know, in a sense, it’s it’s agnostic. Businesses have the same issues business to business to business. I do, however, lean towards the trades guys, the the the the plumber, the HVAC, the electrician, the chimney sweep. You know, these guys are hard workers. They’re out in the sun. They’re hard. It’s it’s these businesses are really hard to get up and over the hump. These guys, you know, really bust their tail a lot. And I find that just by helping, you know, put a little organization in a few great strategies that their businesses turn around so quickly. And it’s so rewarding that I find, you know, working with, with those guys to to be to, to be easy on easier on me as well as very productive. When we engage.

Lee Kantor: You mentioned the fix and scale framework. Uh, do you mind kind of digging in a little on that framework? What does it mean? And how does that help folks?

Joey Zoccali: Well, sure, I’d love to. The fix and scale is is the name. You know, you talk to businesses and most of these guys are are women. When they start, they break from another company doing the same thing because they feel they can do it better. And, you know, you take the case of you take the case of a baker, uh, in who, who, who bakes cakes and she decides, everybody tells her her her cakes are so wonderful. She should she should start her own business. Well, she says okay, and she does that and then realizes she can bake great cakes. But there’s a lot of other aspects of the business that she didn’t realize were there. It’s the same thing with some of these, uh, trades businesses. We had great, great skilled craftsmen, great guys who can who can just, you know, work miracles when it comes to the fixing and the fixing up and correcting and building and etc. but they do, however, often miss some tools that would make their life easier. The 90 day fix and scale framework is very, very simple. What we do is through an assessment we call the hierarchy Business Success assessment. We ask about 15 to 20 questions. We look at several areas of the business five total. And we determine where their biggest bottleneck, where that biggest constraint, what is holding this company back from blowing the doors off. And what we do is we hone in with that with the owner, and we go ahead and we put all the strategies, all the tools, all the horsepower behind blowing that constraint and in fixing it so that it doesn’t come back to haunt him. If there’s a few more behind that, we’ll fix those too. But once we normally pull the plug on that bottleneck, the doors open up and allows us to start scaling or growing the business the way they wanted to.

Lee Kantor: Now is that is their kind of usual suspects when it comes to that bottleneck? Are they usually in a couple of areas?

Joey Zoccali: Yeah. You’ll often find those in probably one of three areas. You know, a lot of these guys are making good money. They’re they’re they’re grossing. I was talking with the with the guy today. He’s he’s at 1.9 million a year right now. He’s having his best year ever. Yet he’s his his expenses are about 1.6 or 7. Just they don’t he’s profiting, but he doesn’t see the profit because the margins aren’t there and because the setup isn’t there. So profiting that’s that’s the first thing. You know, a lot of people talk about scale. They talk about that top line revenue. That’s wonderful. But without the profit. You know, it’s it’s it’s it’s all smoke and mirrors. Now behind that profit obviously is pricing. It’s it’s SLAs. It’s what are they. You know the structure of the business the overhead they’re carrying. But also it’s you know and this takes you to the to the second big one is how are they running their sales. Do they have a top end of their funnel. Do they have a strategy with which to close business? Do they have a way of delivering that efficiently? Is there is there a backlog? Are they carrying receivables? Uh, you know, is the marketing that they have efficient? Do they need more clients? Are they overbooked in some cases and unable to deliver? Are they’re skilled? Are their skills good enough to do that? Once you see those once those two things are kind of under control. The third thing and not always the case, but can we get this business owner running this ship without being in the field, without being on a truck, without looking at reports day in and day out. And can we teach him and can we help him set up a delegation system with the right ways to delegate so that he can get what he needs to get done by putting attention on growing and scaling while the other things take care of themselves. Now there’s a few other points, but those are the main ones which we would focus on.

Lee Kantor: Now, with your background in finance and the number side of the businesses, does that give you kind of almost an unfair advantage when you. You can probably at a glance see some of these problems just by looking through their books a little bit.

Joey Zoccali: I’ve read a lot of red herrings in my day and plenty of prospectuses, and I’ve seen leverage. I’ve seen no leverage. And and I’ll tell you, um, you know, compared to some of the companies going public, this is a little simpler. But there is one line that I always look for on a balance sheet, and that is there’s a line called retained earnings. And I always almost go there first. Um, because if I see retained earnings, uh, that tells me that the owner isn’t taking every penny out of the business for their for their yachts, for their fast cars, for their house payment or whatever the case may be. They’re treating the business like an entity. If that’s in place, I know I’m kind of dealing with the with the guy. That would be easy to easier to scale. So with that in mind, when you have retained earnings in and you have a profitable balance sheet, you know, these guys are going to sell someday in putting the balance sheet, the cash flow statement, the PNL all in place allows them to be able to go to market with their business much easier than if you had to just walk in and and do it from scratch. So yeah, I think there’s probably a little bit of an advantage.

Lee Kantor: Now is, um, that are most of your clients working towards some sort of an exit? Is that or do you do you tell them, hey, build this as if there is an exit like you have to have the end in mind. Is that part of your coaching also?

Joey Zoccali: A lot of these guys. Have. Let me put it to you this way. There’s always an end to the business. There always is. Okay. Eventually it’s going to end. Just like you and me, Lee. Okay. But there is an end. So whether they’re actively building to it, passively building toward it, looking forward to it or avoiding it, um, it’s it’s they’re on the path to moving out of their business. So there’s only a few things that a few ways you can get out of your business. One is, is you can just close the doors. And unfortunately, a lot of these guys get into business with the idea that I’ll work this for 15, 20, 30 years and then I’ll sell the business and have money to retire. It’s not always the case. Only about 15 or 16% of businesses that go to a business broker to help for sale are actually set up to sell. Most get turned away, which then you have to ask, okay, what are the other things? I mean, the owner can sell it to his employees, but that takes a lot of prep and a lot of planning. Typically at least 2025 employees to pull an Esop off the second. Another way is that he can just scale it and then sell it on the open market. If he’s lucky enough for asset value and maybe a little goodwill. It’s not a huge cash out, but it’s it is something. And then finally he can look at transitioning by giving the business or selling the business to his children.

Joey Zoccali: One way or another, it’s going to happen. The cleaner the balance sheet, the cleaner the operation, the cleaner the sales. If we’re seeing quarter over quarter growth 20, 30, 40 quarters in a row, we know we have a business that has value if the owner is not even in it and he’s he’s, you know, running it 90% absentee. That’s a very viable business. And then the last one is, you know, is is is is the guy have a strong enough program? Is he is he good enough at execution and operations in order to possibly roll up. So you have a plumber in a particular area and there’s a few smaller plumbers, you know, keep in mind a lot of these guys are boomers, and they’re getting out of business and they’re looking for ways to get out. Well, that makes it ripe for some younger guys who who have a business to be able to go out and acquire that business. A book, a cash flow. Um, uh, you know, uh, assets, trucks, equipment, whatever the case may be, which gives them the roll up concept where, you know, in essence, you could roll up two, three, 4 or 5 of those over a period of a couple years and you’d be primed for a private equity sale. Now, those are rare. Most guys don’t look that far ahead. But I mean, that is very, very doable. It’s a great strategy if it’s the right owner with the right consistency and the right expectations.

Lee Kantor: Now one of the things that you use with your clients are inversion thinking. Can you talk about what that is and um, and how it works.

Joey Zoccali: Okay. Inversion thinking it’s um, it’s it’s not a new concept. It’s actually was developed by, uh, one of the Stoics. I believe Marcus Aurelius could have been Epictetus, but, um, it’s an interesting twist. Whether you’re running a department, let’s say a sales department or or a customer service department, whether you’re running a $10 million, $20 million business, whether you’re starting up and just getting going. What inversion thinking does is it changes the way we might strategize. So you could take a program or a pilot. We’re going to increase the sales by X amount in in six months or a year, whatever the case, or I’m going to start a new business and roll it out. One of the first things using inversion. Inversion thinking would be to ask, let’s project ourselves 12 months into the future. It’s now, you know, nine over 11 of 2026. In looking back, how did we fail to pull this off? What did we do or not do which caused this whole thing to fail financially? We have we’re embarrassed. Our reviews are bad. We’ve lost money. We’ve lost faith. What happened? How did we fail so badly? And now you brainstorm that list and you brainstorm with your people. And if that’s the case, now we start looking at this and we go, oh. Oh, well, what happens is we expose what the owners and the employees might be thinking but aren’t saying, and we bring all that to the surface. So now we can categorize all of these issues, and then strategically, we can go ahead and implement strategies so that those things don’t happen. So that by using the inverse of what we want to happen, we all want to succeed. But how would we fail? We now get the list of things that we need to make sure we cover, so that in 12 months we’re we’re not failed and we’re successful. Very powerful. Very, very powerful. And if any, you know, if anybody loved to try that, it’s a great it’s a great, great exercise. And we we do it all the time.

Lee Kantor: So when you play out kind of this worst case scenario and explore all the possible kind of points of failure and what that looks like and what it feels like. And so you can, um, prepare in advance and maybe eliminate some of those things from happening. Uh, I’m sure that your clients are, like, this is a little uncomfortable.

Joey Zoccali: Of course it’s very uncomfortable. Lee. I mean, you know, we could we could play patty cake, or we could dig in and get real, and, you know, I don’t know. Um. I was born in the northeast. I’m pretty much all Italian. Uh, I come from a strict background. Um, and, you know, sugar coating is nice. Don’t get me wrong. There is a place and a time to sugar coat and, you know, press the flesh and. But but, you know, if we’re going to get real and we’re talking about your business, we’re talking about your family, we’re talking about your employees, your vendors, your customers, and your your your commitment to the community to build jobs. I mean, really, that’s what a business. As a business owner, your job is just to build more, uh, jobs. I mean, that’s one of your jobs is to create more jobs for for those around you and improve, improve their lives while you improve yours as well as your customers. We can’t we can’t we can’t skate the issues. I mean, I think that’s one of the first things that happened. You know, sometimes when people have really no idea what is it like to work with a strategist one on one. I’m your best friend and at the same time, your harshest critic. Because, you know, I’m looking at your you and your business from a 40 foot view. And sometimes, you know, it’s it’s not so pretty. And this even goes for businesses that are doing really well. Okay. Some of the owners and you wouldn’t believe their, their, you know, 30, 40, 50 million a year in business. Yet they still bring in a strategist, a coach because there are things that they don’t always see. And the strategic ones do this much better. But there are things that they don’t see. But you got to be real. And I think being real is the issue.

Lee Kantor: Right? I think it’s so important that coaches remember you’re there to be a trusted advisor. You’re there, uh, you know, for some tough love. You’re there for support and accountability. You’re not there to be their best friend. And sure, there might be times where you can hang out and have a beer, but that’s not the goal isn’t to just be their buddy and that they like hanging out with me. Your job is to help them get to a new level. That’s that’s why they’re hiring you.

Joey Zoccali: Correct? Yep.

Lee Kantor: And I think some coaches miss that in the training that they think that they want to be their friend. And then so everything’s about being their friend. And then it’s kind of sometimes they’re not willing to go out on the line to challenge them and to and to, you know, ask them to defend choices and to hold them accountable.

Joey Zoccali: Yes. You’re You. You’re hitting the nail right on the head. From from, you know, from being in this space, I can just tell you that there’s guys who are good coaches, and there are guys who are good consultants, and they’re guys who are good strategists, and there’s guys who are good fractional CEOs, CMOs, CFOs, and and they all have a place. But it’s hard for me to go, okay, you’re profiting 4.5% in an industry which the average is 23%. Why are we so far off? And to ask that question, just go, well, you know, why do you think you might not be hitting your goals? Is is is is it’s it’s almost like being a dilettante. It’s, you know, to try to bring them to some idea of why this might be happening, when you can look and go, okay, your overhead is too high, your compensation plan is terrible. You don’t have enough money coming in. You haven’t established a, uh, an income stream or revenue, uh, on a on a regular basis. Your margins are tight, and and you’re you’re you’re in debt at at 25%. Well, you know, why do you think we’re at this number? We got to clean this up.

Lee Kantor: Right? And and then when you go to them with a solution, go. Let’s pick one. Let’s pick the biggest one and let’s work on it and make that go away. And if you do that relentlessly you’re not going to have these problems.

Joey Zoccali: Yep. And that’s where we come in with the 90 day fix and scale. We blow that out of the water. We put in a little bit of delegation. We teach them a little bit of how to think, how to avoid the pitfalls. We give them some tools that that they can use to make better decisions, uh, and better strategies and then give help them develop a roadmap so they can see the next six months, the next 12 months, the next 24 months. And that’s what we do in the 90 day fix and scale. Really excited about the program.

Lee Kantor: Yeah. And I think it’s a powerful way to attack these things. You know, you’re not biting off too much, but you’re biting off enough where you can make a difference in a short period of time.

Joey Zoccali: Yep.

Lee Kantor: Now, when you’re working with your clients, um. How are they? How are they doing when it comes to creating that balance that they that they want to have in their lives for the short term and for the long term? You know, they’re trying to in the I’m sure in their head they’re trying to build this life and they’re trying to make a living for themselves. But what are some things that they could be doing to, um, you know, maybe get that short and long term, uh, ball moving in the right direction.

Joey Zoccali: Good question. The one thing that you’ll typically find, especially in in the trades guys and home services guys, they work hard. They’re not afraid to work. They’re not afraid to get dirty. They’re not afraid to roll up their sleeves. They’re not afraid of 12 hour days. The the problem is, is that the industry has conditioned the industry that that is the way to succeed. You know, the only way you can do is to grind and grind and grind. I’ve grinded and I’m not a believer of grinding. I think very strongly that given the owner the right tools to learn how to delegate a little bit, to learn how to put in the the sequences and the checklists of how things get done, to be able to help him get rid of some of this stuff. So he so he has a little more time to think, and he can reduce that overall stress that he’s feeling by having enough income come up so that he can replace Place, not himself, but some of the duties and tasks and functions. So one of the things that we always do is we go heavy on time blocking, especially for the owner. These guys will work on their business. And I’m going to tell you, and this is really one of the critical things that that I see. Listen, coach, I don’t have time right now for, for for coaching. I got so much work to do. I’m overwhelmed. I can’t I don’t have time for coaching. I’d love to, but that’s a luxury I can’t I can’t do right now. Lee, that is the exact person that needs help more than anything. Because with the few simple tools, okay, the Eisenhower matrix, the calendar blocking, uh, these simple tools could help them so tremendously. Now find time to work on their business, not just in it.

Lee Kantor: Now, do you find that a lot of times people get hung up on tasks that they’re doing because they’ve always done them, and they’re not kind of opening their mind to that. Somebody else can do this. Just because you you’ve done it and you’re the best one to do it. Um, you can find somebody to delegate this to, and maybe they’ll be at 80% and will work towards a higher percent of, of competency. But you got to let it go. I mean, there has to be I’m sure that when they you say to them, well, show me your calendar. I’m sure it’s not that hard to find time for a coach in that week.

Joey Zoccali: No, you’re you’re you’re correct. Um, I will tell you, there are great tools out there that sometimes will use, especially in that case. Um, and I don’t want to plug any of them here, but a tool like Activtrak, which monitors everything that happens for the business owner and his employees. You can actually start finding where they’re spending time. You know, they were scrolling Facebook a little bit. Oh, they’re on Instagram. Oh, you know, they’re taking an hour and a half lunch with some buddies at the bar. Oh, oh. And there’s always a good reason for it. Okay. That’s the one thing. There’s always a good reason to push the necessity, the work that you need to do, you know, into the future. And and you know, when there’s accountability that accountability changes. And they either they either level up or they say this isn’t for me. And, um, I think that’s that’s, um, you know, that’s the way it is now.

Lee Kantor: Is there a story you can share that maybe illustrates how the coaching with you can work? What is, uh, share an example. Maybe the challenge the the company or the person came to you with and how you were able to help them get to a new level. Obviously, you don’t have to name names, but just what was the problem they had when they contact you, and how were you able to help them?

Joey Zoccali: Okay, so I have a business that, um, I’m I’m working with. They are they are an HVAC company, and they, they, they were doing about two, 2.6, 2.8 mil in the HVAC space. And then they got the idea, um, from, um, a relationship. It was he he knew that a guy was selling his plumbing service. His plumbing service was small, probably seven, 800,000 a year. Not really big, but but they put a deal together, and the guy with the successful plumbing business sucked in this. This, um. I’m sorry the HVAC business sucked in this plumbing business all of a sudden. Pure chaos. So, you know, you call, what can we do? What can we do? Well, I’ll just tell you that sorting that out, you know, keeping it all separate. The agreements they had was more than a handshake. I had to help them go get attorneys to to bind this thing. Um, you know, the reformatting of the the the combining the office phones, the the everything that had to happen, the social, the, the, you know, press releases, the branding, all of that was almost all had to be redone. Now they’ve come out of it, there are over 5 million. But but it took it took 18. It took 18 to 24 months for that to happen. But it was um, you know, the owner put some serious hours in because he wasn’t prepared to take that on, but he thought he was because his one business ran so well.

Lee Kantor: Right. It the unintended consequences.

Joey Zoccali: Yep. Exactly. Remember I talked to you earlier a little bit about about inversion thinking. Well that goes to that would have been a great time to really do that model. Doing great. I mean, you know, um, uh, I see him about once a month now. We were a lot closer, but, uh, about once a month, and and, you know, it’s for accountability. It’s it’s for, you know, sometimes, Lee, some of these guys have no one to talk to. You know, they they’re running businesses, they’re stressed. They got payroll to make. They got client complaints. They got social media that needs taking care of. They got people calling them, selling them stuff. They’re vendors they’re out of, you know, there’s they they run their lives almost by interruption, by interruption as a, as a way of, uh, you know, their business strategy, which, which isn’t healthy.

Lee Kantor: Right. Like they’re running it like an emergency room. They’re just triaging whatever’s in front of them.

Joey Zoccali: Yeah. And what we try to do is we try to put that all. We try to bring order to that chaos. And it’s a little bit you can’t go in and just whack it over the head and have a good day. It’s it’s a growing process and, you know, um, now, the more capable, the more determined, the more energy, the more, um, drive and ambition and the ability to execute, the easier this whole thing goes.

Lee Kantor: So now, is there anything that our listeners right now could be doing to, um, to make a difference? Is there kind of a low hanging fruit that pretty much everybody, if they did this, they would benefit from that? You could share.

Joey Zoccali: I could share dozens. But I’ll share. I’ll share one, maybe two with you. Okay. Yeah. One of the things that that I always, almost always have to correct. Now, keep in mind I have a marketing background. Okay. Uh, as well as the finance background. But one of the things I always have to correct is the sales cycle. And when I say that, I mean the client journey. How does one start and how does one what is the client journey look like from acquisition all the way through referral. And in each step, broken down as cleanly and as clearly as you have. Is there scripting that addresses that? Part of that cycle and oftentimes everything is they just wing it. They don’t answer the phone correctly. They missed calls. They they they don’t ask good questions. They they fail to close the customer. They don’t know how to give a bid. They, you know, they don’t know whether to go face to face or email quotes out. That’s a whole other nightmare. But you know that that client journey needs to be really drawn out in a circle at each one with what you say from answering the phone all the way for asking a referral. And then when you do that, you’ll see whether it’s your delivery, whether it’s, you know, the amount of time it takes, whether it’s satisfied customers, you know, where where is that bottleneck, where, where is the bottleneck in your client journey? Because that’s going to relate to when we spoke about earlier, some of the things like the profit, the sales and the delegation that all comes into play in overlays on that client journey. Because if we can’t deliver a wonderful experience for the client, we’re going to have trouble in business. So when you overlay those two things, you can actually get a really good idea of at least kind of where we should start.

Lee Kantor: Yeah. That’s great. Uh, great advice. And I think that, uh, you can tell in a short period of time you probably make a big difference in these organizations. I would imagine it probably. What what’s your process like? Do you start with a discovery call, like how does someone begin an engagement with you?

Joey Zoccali: Um, we can start with the discovery call. Uh, we also send out the, uh, the the assessment, the the business hierarchy assessment, which I spoke about earlier. Then you would actually do the assessment comes to me, a copy comes to you, then we we have a free training set up where you actually go on, and we’ll show you exactly how to take that report and apply it to your business. And there’s, you know, no charge on any of that. We you know, this is you know, we want you to succeed. So then we always offer the opportunity to do that discovery call once. Once they see that, see that this is something they’d be interested in. We do a discovery call, and then we all often follow that up with, with a, with a coaching call, um, to, to to kind of hone in on exactly what we would do with them. And then we leave that up to them, whether they’d like to go one on one, whether they’d like to go into our next available group or just join the mastermind.

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

Joey Zoccali: You can connect with me at, uh, email right now would be, uh, J is a colleague at Focal Point Coaching.com. Yes. I’m certified. Um. Or you can, uh, get me on my socials at grow with Coach Joey.

Lee Kantor: So if they went into LinkedIn and typed grow Coach Joey, they’d be able to find you.

Joey Zoccali: They’d type Joey Zikhali.

Lee Kantor: Joey Zikhali on LinkedIn or, like, on Facebook or Twitter.

Joey Zoccali: Facebook. Instagram. Yeah. Yeah. Yep.

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

Joey Zoccali: Lee, I appreciate you taking the time, and I hope I was, um, a good subject for you today. Okay.

Lee Kantor: Great advice. Man, I appreciate you. Yup. All right. This Lee Kantor. We’ll see you all next time on High Velocity Radio.

Navigating Career Crossroads: Empowering Midlife Women to Rediscover Their Passions and Strengths

September 15, 2025 by Jacob Lapera

High Velocity Radio
High Velocity Radio
Navigating Career Crossroads: Empowering Midlife Women to Rediscover Their Passions and Strengths
Loading
00:00 /
RSS Feed
Share
Link
Embed

Download file

In this episode of High Velocity Radio, Lee interviews Dawn Frydenlund , CEO of Dawn LaRae Coaching, who specializes in guiding midlife women through career transitions. Dawn shares her own journey of two major career changes, explains the signs of career misalignment, and highlights the importance of mindset and support. She discusses her coaching approach, including the “mindset power pivot,” and announces an upcoming group program. Dawn also shares a client success story, emphasizing the value of self-belief and aligning work with personal strengths and values.

Dawn Frydenlund, CEO of Dawn LaRae Coaching, LLC, is a dynamic leader and coach who has successfully navigated two major midlife career transitions—first as a CPA and auditor, then as Director of Patient Experience in healthcare. With over 20 years of leadership experience at Mayo Clinic, Dawn understands firsthand the challenges and opportunities that come with redefining one’s professional path.

Now, as a coach for midlife women and an inspirational speaker, she empowers women professionals to embrace change, rediscover their strengths, and step into new seasons of purpose with clarity and confidence.

She is a Certified Professional Coach (CPC) and Energy Leadership Index Master Practitioner (ELI-MP) through the ICF-accredited iPEC program. She is also certified in Emotional Intelligence (EQ-i) and holds a Master’s degree in Organizational Leadership from Saint Mary’s University.

Her mission is to guide women through transition with practical strategies, deep self-awareness, and unwavering encouragement—helping them transform midlife into a season of empowerment and growth.

Connect with Dawn on LinkedIn, Facebook and Instagram.

What You’ll Learn In This Episode

  • Most common obstacles holding midlife women back from their dream careers
  • Mindset strategies that can make the most impact for women wanting to make a career change
  • Your Career Clarity and Confidence Program

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 Dawn Frydenlund. She is the CEO with Dawn LaRae Coaching. Welcome.

Dawn Frydenlund: Hello, Lee. Thanks for having me.

Lee Kantor: Well, I am so excited to learn what you’re up to. Before we get too far into things, let us know about Dawn LaRae Coaching. How are you serving folks?

Dawn Frydenlund: So Lee, I am entirely focused on midlife women and really, the midlife women that I’m working with are women who they found themselves a bit at a career crossroads, so they are not feeling like they are authentically themselves in their jobs, in their careers, and it’s just starting to come up for them in midlife. So what we’re finding is a lot of women have spent the first part of their careers really growing in their careers, moving up the ladder, accomplishing, etc. and then we hit this point in midlife and there’s this natural evolution for us to then step back and look and think about, how do I want to live the rest of my years in my career? And they want to be a little more intentional, and they want to be more authentic. And so I’ve built a program and I can talk about that whenever you’d like, but I built a program which really helps them step back to the beginning to make sure that as we move through, we’re getting them to a place where they feel like they’re stepping into careers that really were meant to them, for them.

Lee Kantor: Now, are there kind of some symptoms or signals or triggers that are clues that, hey, maybe I am at this point of transition, are there things happening that they can say, you know what? That’s that’s happening to me. Maybe I should contact Don.

Dawn Frydenlund: Yeah. I think it’s really always just following what is happening intuitively within us. And, you know, sadly, as midlife women, we have this tendency to not put ourselves first. And so what I like to say, for women that are feeling an inkling and feeling this pull for something more, that there is something there and they deserve to at least explore it so that they can get to the end of their career and look back and say, you know what? I was exactly where I was meant to be. And I used my strengths, my values, and my passion to really do good in this world and in the work that I was doing.

Lee Kantor: So, I mean, are most people kind of that intuitive or are they just kind of going through life? And then something big happens. They’re like, oh, I should have been paying more attention to that.

Dawn Frydenlund: I love that question because I think we do have it within us. And as we get older, I feel like we are tapping more and more into that intuition. And so it is really an honor when I step into these conversations with these women that have been brave enough just to make the phone call to say, hey, Don, I just want to talk about this because they’re listening. And so, you know, I can say there there are a lot of signs. Lee. I mean, it can be signs. Just feeling completely burnt out in the burnout isn’t necessarily a I’m working a lot of hours, but the burnout is more around. This isn’t aligning for me. And so some of the alignment issues that we talk a lot about are our strengths maybe aren’t being leveraged where we’re at, or our values are no longer a match. And this one is really more powerful than I think people realize when they are working in an organization, and maybe at one point in time their values did align, but then suddenly they’re realizing they’re not. And this can cause like this really? Um, I want to say a deep pain like, within us because we may be asked to perform or act in ways that just don’t align with who we are and what we believe in.

Dawn Frydenlund: And those are our values and our values. I, I believe they’re, they’re they’re like a glimpse into who we are. They’re a glimpse into our soul. They’re everything we stand for. So what happens, sadly, is these women will come to me and we’ll explore this. And rather than seeing this as a mismatch in values, what they’ll see it as, is something wrong with them. And so we really have to work through that separation so that they know this isn’t not necessarily this isn’t them having the wrong values. It’s just not a match where they’re at. So there is this emotional toll. And I think that is one thing that’s really important for women to look at and not ignore. Um, but it can also stem into physical signs within their bodies where they’re not sleeping, where they’re feeling tension, they’re having stomach issues, etc.. And then I think the other thing I really like women to think about and look at is relationship issues. Are they struggling in their relationships because the strain of the work they’re in is really taking its toll on them, and they can’t be present. They can’t be their best selves with the people they care about the most.

Lee Kantor: Now, how did you land on this niche with was this kind of, uh, what do you mind sharing a little of your backstory, how we got here?

Dawn Frydenlund: Sure. I was going to say how I landed here is because this is me. Um, and it’s, you know, it’s a bit of a funny story in hindsight, some of it with some hardships in between, that those hardships are really what push me forward into making my own midlife career changes. So I’ve made two pretty significant changes in midlife. Um, one was at 43 and one was at 54. So I actually started my career as an auditor, a CPA, and I worked at this big fancy firm. And you know how I got there? It’s probably a good question. I think when I was young, I grew up in a small town. I was first in my family to go to college, so I had really humble beginnings, and I just wanted to do something that would make my family proud. And I wanted financial stability. I wanted to be in a better position than my parents were, and I was good at math. I was good at accounting. And so I thought, well, that’s what I’ll do. And then what happened? And I hear this from a lot of women that are of the Gen X age, is we get into these spaces, these professional work places. We’re working hard, we’re moving up and we’re raising the family and we’re managing the household, and we’re doing it all.

Dawn Frydenlund: And we don’t know how to stop and look to think about whether or not this is we’re meant to where we’re meant to be because we are there, um, really just doing the best we can. And we don’t want to let anybody down because that’s kind of in our DNA, too. We like to put everybody else first. So for me, I stuck it out for 20 years, and I really spent most of those 20 years looking, reading books, taking assessments and just always feeling like this isn’t it, this isn’t it. But I couldn’t leave. I felt like I needed to stay there for financial reasons. Um, but the reality was I was not in any way, shape or form connected to the strengths that made me. Me and my strengths really are more around people relationships. Um, I often get called the cheerleader, you know, so I have this optimism. I’m very future focused, and I’m an innovator. And so I have all this energy. And so this is me and I’m working as a CPA auditor, and it’s just not a match. So I’m not matched in my strengths. And in fact the strengths I bring to the table, they’re not even valued. So I ignored the signs for, like I said, 20 plus years. And then when I was in my very late 30s, um, my daughter, she was ten years old, I was an audit manager at a large healthcare facility, and she was diagnosed with cancer.

Dawn Frydenlund: And she is now nearly 20. But, you know, those are those moments in your life where everything can change. And it did for me. Um, it reminded me how short life is. It reminded me that I want to live in integrity with who I am, and that includes in my career, because I want to make a difference in my career as well. And so as I’m living in the health care system with her and, you know, recognize them also an employee there. Um, but I’m not working. I have a year off with her taking care of her. And I cannot believe all of the patient stories I heard and I saw and I could see these unmet needs that patients had for more human connection, for better systems. And it was almost like I couldn’t not see it. And I saw within myself that I had a lens that not everybody had. And there was something in that experience that caused me to shift and say, I want to use the gift that I have, the gifts that I have in my career. And so when I came back a year later after caring for her, I was like, I can’t.

Dawn Frydenlund: I can’t stay in this position as an auditor. Like there is no interest that I have in being here. And so I got a coach, and this coach really helped me get honest with what I already knew about myself. And we explore different careers. And so for me, I ended up going back to get a master’s degree. And then somehow the universe stepped in and there was an opportunity as a director of patient experience in my organization. So this was my first big career shift from auditor CPA to director of patient experience. And honestly, everything aligned. My strengths, my values, my passion. I was just like I was on a high. I didn’t know you could work in a job and be so connected to it and to see your natural skills come through. And so I was there for ten years. And then what started happening is for me, I started seeing organizational and cultural changes. And there was a growing disconnection between my values and their values. And that’s why I’ve built values into my program, because it is such an important part of knowing if you’re in the right career and with the right organization. Sadly, I did ignore those signs for quite a few years because there is that Gen X part of me that that part where we don’t quit.

Dawn Frydenlund: Um, we can be pretty stubborn. And I also just rationalized my own needs. But then part of me recognized that if I stayed on this path, I would continue to become someone that I was not. In in the the balance in all of this was knowing that I had already learned this lesson. I had already learned this lesson, that it is critical to be aligned with who you are. So I made the decision. And then at 54 years old, I made the change to step into this role as a CEO and career coach for other women. And so for me, this feels like home. Like when I say home, I mean home, home, home. I’m aligned with my values. I’m aligned with my strengths. I’m aligned with my passions. And I could use everything I learned in my coach training to help me make these transitions and to keep really my mindset as strong as it could be to get through the shift of working as a corporate employee to working as an entrepreneur. And so what I did is I took everything that I learned through my experiences over the years, and what I believe is truly critical in knowing before making a big career change. And I built that into the program to really help other women do the same thing.

Lee Kantor: I think you bring up an important point here. Sometimes you need help and sometimes you need a helper. Um, you know, everybody’s bombarded with so much information, they think that they can just power through things on their own because there’s just so much information overload. But sometimes you need another human being by your side to help guide you.

Dawn Frydenlund: I agree with that. Um.

Dawn Frydenlund: And I especially feel that way for midlife women because, you know, sadly, over the years, I feel like we’ve lost a little bit of track of who we really are. And, you know, philosophically, I have a couple beliefs around this, and one of it is just who we’ve been trained to be in our lives. We really for most of us, we’ve been trained to put everyone else first. You know, our families and we come second. We’re the helpers, we’re the supporters, and we sacrifice for everyone else. But the other reason that has become a little more clear to me is most of us were entering into the workforce during a time when it was really still pretty male dominated. And so when we stepped into that, we had to put on our own mask, so to speak. Maybe, um, how do I want to say this limit a little bit of the real authentic person? We were kind of tame it down in order to fit in and move up in this workplace that had already been established and structured by men. And so I think through all of that, that we’ve lost sight of who we really are. We’re trying to fit in to everything that’s around us and put everyone else first. And so it is pretty surprising to me sometimes when we sit down and we start going through their strengths, their values and their passion, and we do assessments and we have exercises and we really dig into this and how they feel about themselves after we’ve went through all of those. And this is 1 to 2 months we’re working on this because they suddenly look at themselves as a valuable, um, professional again. And they they see their real self and they’re excited about that real person that’s in front of them in the strengths that they bring, which may not align with the strengths that everybody else wants them to have. But it’s who they are. It’s what they are. And knowing that and owning that builds them up in a way that has been much more powerful than I anticipated.

Lee Kantor: Now, is there a story you can share about maybe somebody you worked with? You don’t have to name their name, but maybe share the challenge that they had or the struggle they were going through when they came to you, and how you were able to help them get to a new level.

Dawn Frydenlund: Yeah, I would.

Dawn Frydenlund: Say, um, one of the women I work with, um, she came to me working in a position. She went into nonprofit. She had left a great corporate position and thought, I’m going to go into nonprofit. I want something with more meaning and purpose. Sadly, though, the position she stepped into was really meant for more than one person to, um, manage. The pressures were high, the expectations around, um. Uh, I think I would say effort, um, was really much more than one person could navigate. And at the same time her up line was not feeding her any, you know, positive reinforcement about the work and the impact she was making. And so when she came to me, she felt pretty defeated. Um, she felt like she, um, it was her that there was weaknesses that she had, um, that, you know, it was that it was more her than it was the position that had been created that really would be difficult for anybody to step into. And oddly enough, um, the predecessors before her did not last long in those positions either. So, anyway, um, we step into these conversations, we start digging into our strengths and our values and our passions. And what she’s starting to realize is that this isn’t her.

Dawn Frydenlund: This is a mismatch. What they’re looking for in terms of productivity and numbers is not something that matches with the kind of person that she wants to be in the job. And so the best part of the story is she decided to start interviewing for some different positions outside of the nonprofit world, which she wasn’t sure she’d want. And she went in to interview, and it was a HR position, and the owner of the company interviewed her, and they were 15 minutes in and the owner said, why are you not applying for the director position? And she was like, well, I don’t know. She had undervalued herself. She then the interview switched over to the director position, which was several steps up from the position she was interviewing for. And lo and behold, she got it. She’s been in that position for about a year now, and she she is successful in the position. She is passionate about the work. She is challenged in a way that feels good because it it has been aligning with her strengths and her values. So that’s one of my one of my favorite stories.

Lee Kantor: Yeah. That’s so important to really, um, help people aim a little higher. A lot of times, people just aren’t aiming high enough.

Dawn Frydenlund: Exactly.

Dawn Frydenlund: And it’s one of the reasons why we step into a lot of mindset work, um, in my program. Because, you know, sadly, women are coming in and they’re, you know, they they’re fearful. They’re, um, they don’t believe in themselves enough, um, to make a career change, to take a step up. And so the work we do around mindset is critical. And again, this is a big part of the program. It’s, um, 1 to 2 months. We’re just working on mindset before we even talking about exploring different careers. We have to spend time in the mindset now.

Lee Kantor: Is there any advice you can share or tips or strategies that a person listening right now could, uh, start working on when it comes to mindset, some mindset strategies maybe that help folks just kind of get some relief of the suffering and maybe can move their themselves forward a little bit.

Dawn Frydenlund: Well, I’ll tell you one that really sounds simple. Application is a little more complicated, but it’s easy to write down and then go back to. And it’s I call it the mindset power Pivot because it is so powerful. And the premise of it, it’s based on a cognitive model and psychology actually. And the premise of it is that our thoughts and beliefs drive our emotions, which drive our actions, which ultimately drives the outcomes in our life. So sounds very simple, right? But the key around all of this is our thoughts. It all starts with our thinking. And so if our thinking is I’m not good enough, I. I could never make a leap like this. What will other people think? Who am I at this age to make a change like this? If our thoughts are sitting in a space that are not going to support us to move forward, we will not move forward. And so as soon as we can grab, hold and take control of our thoughts, then we are going to have an emotional reaction to those thoughts which will then drive our actions. And so one of the things that I will sometimes talk with women about is thinking about what would be like. They come to me, they’re feeling really down. We think about what would be a powerful thought if I pathetically, I could have a powerful thought, or what would another person in this position who felt powerful? What would they be thinking? And we explore that and we try it on for size. And then we start exploring what emotions come up for them when they think about that thought. And then we can move into actions. And so these are all things I practice it myself honestly, because in the days where I’m not in my highest mindset or my highest energy level, I also will go through this process and think through it myself as well.

Lee Kantor: Now is there um, the way that you work with your clients, are you helping kind of build a community amongst the clients as well, or is this kind of primarily coaching, coaching them individually or in a group setting?

Dawn Frydenlund: Um, so what I’ve done up till now has been individual, but I’ve had a few women say that they believe they could find value in working and supporting each other in a group. So I have developed a group program. We’re looking at launching it in 2026, and it will really include all of the components of my current program, but we will work through it together. And so it’ll be starting with identifying, I like to call it the The Journey of Rediscovery. So getting back to what are your strengths? What are your values? What are you passionate about? What lights you up? And then we move into the mindset work. And I actually in that space I use a an assessment called the Energy Leadership Index. And this came from my coaching program, Institute of Professional Excellence and Coaching. And it is it is actually Forbes has ranked it as one of the top 11 leadership assessments. And it’s really powerful. And so we take them through that because it taps into mindset and it taps into really that mental energy. And if they can place themselves in certain energy levels, it will help propel them forward. So that is a next component of it. And then we move into the, the the excuse me, the exploring that exploration stage of what could be and several exercises. Um, we do and probably the most powerful one is our visioning exercise. And then finally we move into Actioning. So we create a mid-life career action plan. We develop accountability metrics. And so I have that in my one on one program. And it is also going to be in my group program in 2026.

Lee Kantor: So if somebody wants to learn more about any upcoming events or get on a wait list for this program or just contact you about coaching, is there a website or is there a best way to connect?

Dawn Frydenlund: Yeah. So I would say my website or my LinkedIn, um, my website is w w w Coaching.com and then LinkedIn is Don Freeland.

Lee Kantor: And Don Laray coaching is d a w l a r e.com.

Dawn Frydenlund: Yeah. Yes it is.

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

Dawn Frydenlund: Oh thank you Lee, again thanks for having me. And thank you for highlighting all these wonderful entrepreneurs out here. We’re really trying to do good work in the world.

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

Tagged With: Dawn Frydenlund, Dawn LaRae Coaching

Breaking Barriers: Transforming Disability into Opportunity Through Business

September 15, 2025 by Jacob Lapera

Atlanta Business Radio
Atlanta Business Radio
Breaking Barriers: Transforming Disability into Opportunity Through Business
Loading
00:00 /
RSS Feed
Share
Link
Embed

Download file

In this episode of Atlanta Business Radio, Lee Kantor welcomes back Aarti Sahgal, founder and CEO of Synergies Work and Synergies Seed Fund. Artie discusses her nonprofit’s mission to empower entrepreneurs with disabilities through resources, mentorship, and access to capital. She highlights the launch of Synergies Seed Fund, the first nonprofit CDFI supporting disabled business owners, and shares insights on their inclusive loan process and community-building efforts, including the Eddie Awards. Artie also reflects on her personal motivation and invites listeners to support disability entrepreneurship for broader economic inclusion.

Aarti Sahgal is the founder of Synergies Work, the largest startup hub dedicated to empowering entrepreneurs with disabilities to build scalable and sustainable ventures. Expanding this mission, she also leads Synergies Seed Fund, a rising Community Development Financial Institution (CDFI) focused on closing the financial gap for disabled founders by providing accessible capital and financial inclusion solutions.

Her passion for this work is deeply personal. As the parent of a young man with Down syndrome, she has spent over two decades challenging the soft bigotry of low expectations that too often limits people with disabilities from reaching their full potential. Her work is rooted in fostering economic empowerment and inclusive ecosystems that recognize disability as a vital part of diversity.

Prior to founding Synergies Work, she spent 14 years in advertising and marketing, bringing a strategic approach to brand-building and audience engagement. She holds a master’s degree in business management from one of Mumbai, India’s top business schools.

A sought-after thought leader, Aarti actively collaborates with corporations, policymakers, and entrepreneurs to advance disability inclusion in the workforce and entrepreneurship. Her work is redefining the landscape of disability inclusion—bridging the gap between talent, opportunity, and capital to create one world where people with disabilities belong.

Connect with Aarti on LinkedIn.

What You’ll Learn In This Episode

  • Introduction to the mission behind Synergies Work
  • How people support entrepreneurs with disabilities, who are making strides from being an untapped talent pool to sharing groundbreaking stories of success with a wide impact for businesses, self-starters, and communities everywhere
  • What EDDIE Awards are all about
  • Celebrating the 3rd year of the EDDIE Awards and why this year’s 15 finalists are so special

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

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

Lee Kantor: Lee Kantor here, another episode of Atlanta Business Radio. And this is going to be a good one. But before we get started, it’s important to recognize our sponsor, CSU’s executive MBA program. Without them, we couldn’t be sharing these important stories. Today on Atlanta Business Radio, we have a return guest, Aarti Sahgal. She is the founder and CEO of Synergies Work and Synergies Seed Fund. Welcome.

Aarti Sahgal: Thank you. Thank you for getting me back here.

Lee Kantor: Well, I’m excited to get updated. For folks who aren’t familiar, can you share a little bit about the mission purpose behind Synergy’s work?

Aarti Sahgal: The Synergies Work is a nonprofit organization, and our mission is to build one world where people with disabilities belong. And we do this by through entrepreneurship. Um, because many of very often people with disabilities are excluded from opportunities and their talents are not seen. We only see what is less than and never what is there. So we flip that script. We provide resources, mentorship, and access to capital so that they can launch, grow and scale their businesses. And that’s why we’ve created Synergy Seed Fund, which is the first nonprofit non-depository community development financial institution providing loans to small business owners. So because without access to capital. Businesses can’t grow.

Lee Kantor: So how did that come about? Was that just organic growth amongst the folks you serve? That there was a desire for pursuing this type of entrepreneurial path, and then there just wasn’t a financing behind it.

Aarti Sahgal: So we know that there is there is talent in this space. But what we also know that there are many barriers to success for people with disabilities, and that includes people who have low or moderate income levels. Research has shown that entrepreneurs with the who belonged in this category do not have that high rates of success. So we need to close that gap to give everybody a fair chance and level the playing field. That was a gap that needed to be built. Believe me, I did not start Synergy Seed Fund with the intention of ever wanting to form a financial organization and get into the space, but there wasn’t anybody else doing it. We do not have people stepping in and closing this wealth gap. The capital that is needed, the capital gap. So that’s why we had to step in and say, okay, this needs to be done. We need to provide capital for businesses to grow. Um, most of the people with disabilities, even today, uh, let alone entrepreneurs with disabilities, are, uh, unbanked and underbanked. Um, just imagine a scenario if you have two founders, one with disability and one without disability, walking into a bank, I presume the banker looks at the person without disability as a potential and the person with a disability as a risk. And we want to change that conversation.

Lee Kantor: So, um, so how did you go about like, what were the baby steps you needed to take to make that into a reality.

Aarti Sahgal: For Synergy Seed Fund?

Lee Kantor: Yeah. Because, I mean, that seems like a big lift.

Aarti Sahgal: Well, it has been 2 to 3 year mission. We have been researching this space for a long time. We have been working with consultants in understanding this. We have got grants now from Truist Foundation, from CSOs Foundation, from the Cdfi Loan Fund to help us set out the basic structure. And now in this in the last few months, we have just started rolling out, uh, the first few grants to founders, uh, in the space. So it is still a heavy lift, believe me.

Lee Kantor: So what is the kind of the criteria? How does somebody, um, you know, apply for this?

Aarti Sahgal: Well, they can apply to us. We have an open applications rolling systems happening currently on the website. Um, and what we are looking for, uh, in the individual is not just the credit scores. Uh, that’s not how we are working on it. What we’re looking for Campau is looking at their business strength and going beyond, uh, the credit score of the individual. So, uh, out of synergies, work, working with founders with disabilities, we realized that many of them did not have the capital, the money to grow their businesses. They had so much of, um, you know, they were borrowing heavily from their on their credit cards or they did not have the reserves that many of us take for granted, or relying on them or on our friends and family to put in that seed capital. Um, and so they were making some financial decisions which were not healthy in the long run for themselves or their businesses. Uh, so that’s where the Synergy Seed Fund has come in, which is, uh, allowing people and their interest rate at which we are providing the loans are very minimal. They’re not the predatory kind of, uh, interest rates. It’s prime plus one. But what we’re looking at is the business of the individual, uh, Not just the credit scores.

Lee Kantor: Now, um, here at Business RadioX, we do a lot of work in the startup community, and there’s lots of accelerators and incubators, um, in a variety of forms, um, here in Atlanta. And a lot of what they give people, um, is kind of that financial business kind of help. Is there any of that as part of this as well?

Aarti Sahgal: I, I would like to know more about what you’re trying to. I’m, I’m, I’m not understanding the question.

Lee Kantor: Well, are you just providing.

Aarti Sahgal: The funding if that’s what you’re.

Lee Kantor: Are you just are you just funding or are you helping kind of with business, um, strategy, marketing? Are you helping with help in that area as well, or is it just I’m coming in here. I’m applying to get money. Thank you for the money. And now I go back to what I was doing.

Aarti Sahgal: No, no, no, that’s not how we have approached this space, so we have built an entire ecosystem. So started with Synergies Work, which is a business accelerator. Education part of the ecosystem providing the know how the mentors, the resources to founders. And then from there we are providing them the capital, which is the Synergy Seed Fund. But the third important pillar in our strategy of bringing that ecosystem has been also building a community. Because I do believe that many this is entrepreneurship is really a team sport. And many people with disabilities, for whatever reasons, get isolated very early in life. Um, you know, under the garb of special education and special programs. And that’s the reason that community and networks that other entrepreneurs might take for granted do not exist for this community. So our big chunk and focus has been on how do we create that community, similarly to what you are saying, how do we bring the larger ecosystem of startups and other accelerators to also come into the space and see the talent that exists there? It’s about building that, and that is where The Eddy Awards that we are hosting on 25th September come into play. Um, it is yes. To spotlight the talent of the entrepreneurs with disabilities across the nation, but also to bring in the business community, uh, bring in the change makers, with and without disabilities into one space so that they can see the talent that exists here.

Lee Kantor: And then. Okay, so let’s talk about the Eddy Awards. Uh, tell us about kind of how that came about. You wanted to spotlight some of the people doing a kind of exceptional things. Um, but what, like what’s an example of some of the award winners you’ve had in the past?

Aarti Sahgal: Yeah. The reason why we started Eddy’s Eddy’s is really entrepreneurs dedicated to diverse and inclusive excellence, and it is to celebrate disability innovation. And the reason behind it is really closing that gap that exists between the business community and the disability community, staying very true to the purpose of why we exist. So it allows us to bring that build that visibility, the networks and resources for founders who are often overlooked. And I can sit here and I see it every day. We witness it in front of our eyes. That innovation and talent. But my thing is not the same thing as some VCs walking into the room, or bankers, or the business leaders and change makers coming in and seeing for themselves what that innovation looks like. So that was the idea behind starting Eddy Awards. And as for who has been in the winner’s circle? Well, uh, there have been people who are, uh, musicians. There are technology folks who are changing what they do. They’re artists. They are story writers. They are, um, um, people who are borrowers, you know, the local brick and mortar, uh, mortar businesses, all of them. You will find them here. Attorneys who are doing some innovative work, uh, you’ll find, um, on this panel because there are five awards on which we ask for applications from across the nation, from technology, uh, creativity, social impact, um, new business, and then the community awards. So under each of these categories, there is a diversity of businesses, and there is a diversity of disabilities that get highlighted.

Lee Kantor: So each of the the award winners are led by somebody with disabilities.

Aarti Sahgal: Abilities or yes, they are the founders of these businesses. They are. This is not about somebody else, uh, leading that business. They are the prime owners of these businesses. And that’s the criteria of for us as an organization. Also, all the businesses that we funnel through synergies work. Uh, you have to be a person with or self-identify yourself as a person with a disability.

Lee Kantor: And then with synergies, work, um, and then that entity, you’re helping people with disabilities get work and to pursue entrepreneurism, if that’s what they choose.

Aarti Sahgal: Not work. Uh, we are only a business accelerator.

Lee Kantor: So it’s only for people pursuing their own kind of venture.

Aarti Sahgal: That’s right.

Lee Kantor: And, um, so this is a this is a, um, a personal A journey for you. Do you want to share a little bit about what got you involved in this?

Aarti Sahgal: Yeah. I am a mom and I have two sons. My youngest son has down syndrome, and, um, that’s what changed my life’s direction from being an advertising and marketing. I got into understanding, uh, the disability world because, um, there are two worlds that exist even today. One for people with disabilities and one without disabilities. And I wanted to understand why that difference exists. So I’ve spent the past 18 years working in the disability community as a consultant, first to a state organization, Georgia Council on Developmental Disabilities here, and other organizations, and then realizing that entrepreneurship is not something that anybody is looking at intentionally, uh, opening doors. And we know that in this in our country, entrepreneurship is, um, the fuel of the economy. Uh, and yet, uh, people with disabilities were, uh, are still not encouraged. They’re still not capital coming to them, whether through VCs or through small business loans. And so that’s been my life’s mission to close that gap. My son, who is 25 today, uh, when he was born, we were told that he would not walk or talk. Um, he is a senior at Georgia State University and he himself runs two businesses. One of them is a tech business, and he was the first person with down syndrome to go through, uh, Techstars Atlanta social impact. Uh, so, yeah, I think what is required is, uh, raising the bar and leveling the playing field for folks.

Lee Kantor: So for folks who want to get involved, what is the website? What is the best way to connect?

Aarti Sahgal: Yes. Please visit uh synergy’s. Work.org or Synergy’s fund.org. And most importantly come to the Eddie Awards. We still have 15 days to the event. Come and see for yourself what disability innovation is. Um, because I firmly believe that every innovation event is rooted in the margins. It will lift the center. So today, whether we are talking about voice to text or touch screens or curb cuts, they are all rooted in the disability community. So if we want the economy to improve, it’s not about charity at all. It is about lifting the center.

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

Aarti Sahgal: Thank you so much for your time and inviting me here today.

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

Tagged With: Aarti Sahgal, Synergies Work

From Startups to Exits: How Fractional CFOs Can Guide Your Business Through Every Stage

September 15, 2025 by Jacob Lapera

Atlanta Business Radio
Atlanta Business Radio
From Startups to Exits: How Fractional CFOs Can Guide Your Business Through Every Stage
Loading
00:00 /
RSS Feed
Share
Link
Embed

Download file

In this episode of Atlanta Business Radio, host Lee Kantor interviews Darren Joel, Atlanta Regional Director of The CFO Center. Darren explains how The CFO Center provides fractional CFO services, offering experienced financial leadership to small and medium-sized businesses on a flexible basis. He discusses ideal client profiles, common triggers for seeking fractional CFOs, and the integration of AI in financial operations. Darren also highlights the importance of relationship fit, the flexibility of engagements, and the organization’s ongoing expansion. The episode offers insights into empowering business growth through strategic, cost-effective financial expertise.

With a career spanning over two decades, Darren Joel, MBA, MPA, CPA, is a results-driven entrepreneur and business strategist who has built, scaled, and successfully exited multiple ventures.

As Atlanta Regional Director at The CFO Centre, he leads a team of experienced financial professionals, helping businesses optimize profitability, improve operational efficiency, and achieve sustainable growth.

His expertise extends beyond financial leadership—his background includes strategic consulting, process optimization, and business transformation across diverse industries. He began his career at Ernst & Young, honing his skills in financial modeling and operational audits before launching his own ventures, including Blackfire Signs & Graphics and TecnoSedia, a luxury custom upholstery business.

Beyond finance, Darren is also a security strategist, an accomplished voiceover artist, and an avid adventurer, bringing a unique blend of analytical precision, creative storytelling, and hands-on leadership to every endeavor.

Connect with Darren on LinkedIn.

What You’ll Learn In This Episode

  • The shift in challenges business owners face now compared to previous years.
  • Past ownership experience shaping today’s leadership in fractional CFO services.
  • CFOs in Atlanta taking on bigger roles amid uncertainty, supply chain issues, and global risks.
  • Atlanta companies and entrepreneurs rethinking financial discipline in a growth economy.
  • Tech-driven change with AI transforming finance, but ROI still lagging.
  • The growing need for data-driven financial strategies led by CFOs.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

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

Lee Kantor: Lee Kantor here, another episode of Atlanta Business Radio. And this is going to be a good one. But before we get started, it’s important to recognize our sponsor, CSU’s executive MBA program. Without them, we couldn’t be sharing these important stories today on Atlanta Business Radio. We have Darren Joel, who is the Atlanta Regional Director with the CFO center. Welcome.

Darren Joel: Hi Lee, thanks for being here. It’s a real honor.

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

Darren Joel: Sure. CFO center is a company based out of the UK. It’s a global organization, though, and we provide fractional CFO services to small to medium sized businesses. I am the regional director here in Atlanta. Run a team of fractional CFOs. And yeah, that’s what we do.

Lee Kantor: So what was kind of the genesis of the idea? How did this get launched?

Darren Joel: Well, on a personal level, I have been an entrepreneur here in Atlanta for 25 years. Local, local grown Atlanta guy. I went to Emory, Georgia State, an MBA. I’ve worked at Ernst and Young, but for the last 25 years I’ve been an entrepreneur and have multiple businesses, the last of which I sold about a year and a half ago. And I was really looking to do something that can help local businesses grow and Drive and CFO center. And I found each other and and it’s just kind of grew from there.

Lee Kantor: So how did the CFO center start?

Darren Joel: The CFO center is actually the largest and oldest organization that’s providing fractional CFO services in the world. So it started about 25 years ago by our founding members. And we’ve obviously been around a while, um, we’ve served over 4000 businesses globally. Uh, we are we are an international organization, but we also are very local and regionally based as well.

Lee Kantor: So what makes CFOs, uh, good to be fractional members of the team?

Darren Joel: Well, um, you know, we are have experienced a significant shift in the, uh, in the workplace, especially when it comes to C-suite and senior level executives. And the move in the whole economy and industry is towards what we call a fractional or gig economy, where businesses and business owners are accessing intellectual and um, and expertise on a on an as needed basis. So that gave rise to this whole concept of the fractional employee who are coming into businesses and helping businesses who may or may not be able to, uh, bring in a full C-suite member to their team, but need that kind of operational and strategic leadership on their team to help with their business grow and scale.

Lee Kantor: So what is kind of that ideal client for the CFO, CFO, center, CFO, um, what’s, you know, the right size and the right number of employee fit?

Darren Joel: So, you know, we try to we seem to have a sweet spot of between, uh, 2 and $30 million in revenues. Um, that being said, uh, we have we have clients now here in Atlanta that are pre-revenue. So they’re really in the startup phase. So they are thinking strategically. They want to get their ducks in a row. Um, so we have everything from startups. And then on the other side of the, uh, of the scale, we also come into businesses that are that already have may have a CFO, $100 million plus businesses that may have a CFO, and they need some additional firepower and additional, um, member of that leadership team that can come in and perhaps manage a project or really kind of sit at the CFO, the the full time CFOs side. We call that a CFOs CFO or CFO. So we really run the whole spectrum from startup to significantly large businesses. But really, our sweet spot is the 2 to $30 million growth oriented, uh, business.

Lee Kantor: Now, is is there a trigger? Is there something that’s happening right now in these organizations right before they contact you? Uh, that is a, uh, kind of a trigger that lets them go. Okay. We may need help in this area. Maybe it’s an acquisition. Maybe it’s a succession plan or an exit. Um, is there something that’s happening in the organization that is a good kind of a prompt for a call to you and your team.

Darren Joel: That’s a great question. And there does seem to be these triggers that seem to precipitate the need to bring in somebody on a leadership team in the financial arena, like a CFO. Um, that could be anything, as you mentioned, to, um, growth and scaling challenges. You know, we’re growing fast, but we don’t have a financial strategy. Our revenue is up, but our profits aren’t. Uh, everything from that to major transitions or events. Uh, perhaps their existing CFO just left. They’re in the process of restructuring or perhaps pivoting. You know, a lot of companies are pivoting right now, especially in this technology, you know, in the current, uh, environment of AI, uh, or perhaps their fundraising, they may need, uh, they may need to look for, uh, investors. Um, perhaps they’re looking for a sale or an exit. So there does tend to be kind of precipitating issues that, uh, that inspire the need for a CFO or fractional CFO to come in. But, um, but again, it may just be that that business owner is overwhelmed and they’re just, you know, they’re out of their wheelhouse. Maybe they’re doing something that, um, they’re they’re involved in operations in a way that they are not familiar with or uncomfortable or maybe, um, they’re just out of their depth. So they need that, that kind of leadership in their business.

Lee Kantor: And, uh, when, when, uh, one of your CFOs is kind of deployed, what typically does that look like? What are they coming in? Um, just they have a meeting with, I guess, the CEO or the board, and then they’re coming in to triage something or they’re coming in as a more permanent fixture. Like what? What is kind of those early conversations look like and how are they, you know, kind of integrated into the organization.

Darren Joel: So we really strive we, uh, our goal is really to be a productive member of that leadership team in the company. So while we can come in and, uh, do something more transactional in nature in terms of maybe, uh, project based, um, solving a particular issue, maybe overseeing an audit, we certainly can handle those types of very specific, project oriented tasks, but we really strive and try to find opportunities where businesses need that leadership, uh, strategic leadership seat filled in their organization for the long term. Um, so, you know, whether it’s a board, uh, a board approved or board driven situation or an owner who just needs that kind of care. I’ve heard it called the CEO Whisperer. That person sitting by their side to be their trusted partner and advisor. But again, it’s we really strive to be that team leader and part of the, uh, the executive team in a in a business.

Lee Kantor: And then when you’re doing this kind of work, this is a roll up your sleeves and actually do work. This isn’t like a coach or an advisor, right? You’re actually kind of performing the tasks.

Darren Joel: Yeah. So of course it’s, um, we are we are certainly not the kind of, uh, we strive not to be that delivering ivory tower advice type of leadership. We really roll up our sleeves, get into the numbers and help owners make better decisions. You know, we talk all the time with our CFOs and with our clients. Um, that behind every number is a story. And families, employees livelihoods. So we really want to, um, to help that business and business owner. Um, you know, my background as a business owner really kind of allows me to understand, um, what it’s like to be a business owner. I’ve been in your shoes. Um, so I approach every client with that kind of empathy. I know what it’s like to have to worry about payroll, to stay up at night and worry about cashflow, or wonder if my new growth initiative will work, or what that new growth initiative might be. So I think from that perspective, it makes me very practical in how I lead my team. But the CFOs are very much a roll up your sleeves, get in the trenches type of personalities that get things done.

Lee Kantor: And then how do you attract new, new CFOs onto your bench? Um, ah, what does that kind of vetting and recruitment look like?

Darren Joel: So, um, obviously as a regional director, uh, here in Atlanta, you know, I’m not just in charge of business development and finding new clients and opportunities, but I’m very much involved in the recruiting process of new CFOs. So we are always looking for great talent. Um, we obviously strive to find people who have, uh, the right, um, financial intelligence. Right. They’ve got the expertise, um, and the experience from a financial leadership standpoint. We do not bring in CFOs, fractional CFOs that have not actually worn the hat of CFO in the business, in a business or multiple businesses. So we really strive to find somebody who’s actually sat in that seat. Um, and then a large part of what we look for is that emotional intelligence. You know, the ability of the CFO to have that high level of EQ, emotional intelligence, they’re going to be working very closely with multiple CFOs, multiple teams. Um, we call it the barbecue test. So we, we, uh, we strive to find someone who’s going to, uh, be someone who’s going to be welcome at your backyard barbecues, really be able to have a conversation, be able to communicate effectively with teams. And, um, and of course, the other thing we bring to the table, um, just not just from a CFO standpoint, but we also have a very team oriented approach company wide.

Darren Joel: So you’re not just getting the CFO or the fractional CFO that’s going to come into your business. You are getting this global team of CFOs. Um, worldwide, we have over 800 CFOs worldwide. So it’s again, it’s a global organization, and they have the ability to leverage into that intellectual, uh, network. So, for example, no CFO is going to know everything in a situation. So, um, they have this incredible network of CFOs. A great example is, um, we have a CFO who had an owner come to him and said that he wanted to take a certain amount of his money and invest in blockchain, um, technology for, you know, for his investments. And our CFO didn’t know much about that technology, but within an hour was able to have two individuals on the phone with that CFO who had a significant, you know, significant expertise in that arena to be able to speak intelligibly with that CEO. So that’s a perfect example of how our CFOs have this huge network that they can leverage into. As far as, as far as a as a team.

Lee Kantor: Is there a story you can share about a client? You don’t have to name the name of the client or the CFO, but maybe share the challenge they came to you with and how you were able to help them get to a new level.

Darren Joel: Well, sure. I mean, there’s so many. Um, one that pops to mind is, um, we had a client that, uh, we brought us in, and they were experiencing cash flow issues, which is often the case. You can have a very you can have a profitable company, but still not be able to pay your bills because you’ve got, um, an issue with your money coming in and going out in an untimely way. So, um, so they were they were a successful business, but having trouble paying their bills, and they really couldn’t identify what’s going on in their business. So our CFO came in and they really looked at the business carefully, looked at different profit centers, revenue centers, and they were able to identify specific area where the client had a had a large delay in their cash outlay, um, for the, for the, for their clients versus their cash collections. Um, so the CFO identified that and advised them that we need to readdress how we’re approaching this particular area of the business because it’s creating cash crunch and financial issues, uh, throughout the entire organization. I mean, that’s one of many possible examples that I could bring to the table.

Lee Kantor: Now, in your work in in the Atlanta market, um, I would imagine you’re kind of canaries in the coal mine. You’re seeing all the numbers and trends play, play out before everybody else. Is there any kind of thing that you’re seeing right now, uh, in the Atlanta market? Are you bullish, are you bearish, uh, optimistic?

Darren Joel: As a regional director, I get to talk to business owners every day. I obviously am also in my role. I’m always involved in the engagement. I’m not just a matter. It’s not just a matter of matching a CFO and putting them into the client. And I walk away. So I’m involved every step of the way throughout the relationship and and engagement. So I do have my finger very much on the pulse of what’s going on. Um, I think that we are obviously in a, in a, in a, in a environment of uncertainty right now, um, and have been for a while, uh, businesses are very cautious with the way they’re spending money. They’re very cautious in borrowing money. Banks are very cautious in lending money. Um, that being said, we’re also seeing a major transition right now in the worldwide with artificial intelligence. I mean, AI has brought to the table this incredible tool that people can leverage off of and our CFOs can leverage off of that brings in a tremendous Intelligence and, um. An access to this incredible tool and where we are today versus a month ago versus a year ago. It’s just incredibly changing environment. So it’s exciting and it’s fast moving. And, um, I would say that that overall is probably our biggest significant change and paradigm shift I’m seeing right now in the financial environment and, and globally.

Lee Kantor: Now because of all of that change, are you seeing, um, businesses behaving, behaving differently? Is there a different type of financial discipline?

Darren Joel: I don’t think I’ve spoken to a business or a business owner who hasn’t mentioned AI as a hot topic. Um, everyone is interested in seeing how this can help with their efficiencies and operations, and, um, it is really a game changer. Um, everything from, automating, automating repetitive tasks, automated reporting, um, predictive forecasting, uh, even something as simple as budgeting, um, looking at, uh, not just looking at your closed environment of the business, of what you’re where you’re operating, but also, um, how does how are you being affected globally? Um, an AI can bring this a very wide view to your business in a way that it’s never, never been, uh, never been before.

Lee Kantor: But if that’s the case, then why is a move to make, uh, hiring a fractional CFO? How is that? How is that going to help me leverage that technology?

Darren Joel: So that’s great. So you have the technology and you can have, uh, data and you can have output, but you have to have the human factor. So AI and the technology without the human factor is not going to amount to much. So you’ve got to have somebody who’s going to be able to use judgment and leverage off of the information that is provided by AI. And, you know, it’s still very early days. Ai is not perfect. I think I recently heard it called, you know, it can hallucinate, right? So it can create scenarios that may not be actually true. And of course, the data going into AI has to be good clean data. Um, so when data, you know, garbage in, garbage out, you put in bad data, you’re going to get bad, bad results out of it. So the CFO offers the the element of the human interaction, the human intelligence that, uh, that can leverage off of AI. But the two cannot coexist, cannot exist without each other.

Lee Kantor: So you’re finding in in organizations that AI is falling under the domain of the CFO.

Darren Joel: It certainly is. I mean, it’s not that it’s falling exclusively under the domain of the CFO. But, you know, a CFO as a chief risk strategist is can utilize AI in a huge way. So it definitely falls under their umbrella.

Lee Kantor: So when somebody works with CFO, center CFO, not only are they getting the expertise of that CFO, but they’re getting kind of the ability to tap into what’s happening globally among CFOs using AI.

Darren Joel: Yeah, AI and also globally amongst CFOs in terms of just what what they’re experiencing in their in their industry. Um, you know, I should also mention that especially here in Atlanta, um, Atlanta’s got a wide variety of businesses, everything from tech startups to manufacturing, um, a lot of construction, industrial related businesses. And we are industry agnostic. And while a CFO may have a specific industry expertise, we strive to fill our team with a wide variety of CFOs and an expertise that we do not focus on any particular industry. We really find ourselves running the gamut and helping the wide gamut of businesses with, uh, with, uh, our fractional CFO work.

Lee Kantor: And then, uh, while you’re the, the director here in Atlanta, are your CFOs exclusively from Atlanta, or is this kind of work that can be done remotely?

Darren Joel: Yeah, that’s a great question. So I’m I’m called a regional director, but it’s a bit of a misnomer. I not only, uh, have CFOs locally in Atlanta with my team here, but if I have a client, in fact, I do have a client right now, uh, that’s been fairly recent. That required a certain technical expertise that I did not have here on my Atlanta team. So we, uh, we engaged a CFO that’s with the CFO center out of Los Angeles because they had a specific industry expertise. And now my CFO, obviously, he’s able to work remotely and can periodically come to Atlanta, but he’s located in Atlanta, and my client is here. I’m sorry, he’s in Los Angeles and my client is here in Atlanta. And conversely, uh, I’ve had clients that are out of state and are being serviced or provided support by a local CFO. So I have the ability to leverage off of my any CFO that works. Uh, in fact, I had one situation where I had was trying to engage an international CFO for a client, but I’m not limited by region. No.

Lee Kantor: And what is kind of this arrangement look like in a practical standpoint? Like how many days or months? Or is it done by hours? Like what is kind of, uh, what is fractional? How are you defining fractional?

Darren Joel: Great question. So we um, we strive to remain very flexible. So we first of all, we have uh, our from a contractual standpoint, we don’t tie our clients into any long term contracts. Um, they can scale up and down the need of the CFO as needed. So that might be once a week, once a month, twice a month. Um, we also are engaged on a daily basis. But that’s also a bit of a misnomer, because our fractional CFOs again, strive to be a member of that team, of the leadership team, and they are accessible 24 over seven to that business owner and to its stakeholders as the CFO of that company. So again, it’s not just a contractor who’s coming in and clocking in and clocking out. We are the CFO of record for that company and they’re available 24 seven as needed. Now, as far as the actual engagement and working in terms of time again, it can be flexed up and down as the case dictates. Usually we try to have kind of a rhythm. So the CFO is coming in on a once a week basis. But if the CFO or the client is finding that that’s too much or too little, we can scale that up or scale that back as the need dictates.

Darren Joel: But again, there’s no long term contracts. The bottom line is, if the relationship is not working for the client, it’s probably not working for the CFO either. So and that’s also where I come in as a regional director is I help manage the engagement in terms of the relationships. So very much a relationship manager. So I offer that kind of third party, uh, objective, um, viewpoint and advice where a client can potentially turn to me and say, hey, you know, this is not really working out. We’re not meeting our objectives. Or maybe there’s a personality conflict. Um, can you help us perhaps find another CFO, and they can speak very objectively with me. And my job is to make sure that it works for everyone. But at the bottom line, if it’s not working for the client, it’s probably not working for the CFO. And so everyone can walk away clean without having any kind of long term commitment in terms of contract.

Lee Kantor: So what do you need more of? How can we help? You need more CFOs. You need more clients.

Darren Joel: Always looking for CFOs. And of course, we’re looking for clients. You know, um, the CFO center is, uh, strongly pushing into the Atlanta market and nationwide. Um, we again, we are a global organization, but we’re, um, we’re looking to grow and grow fast. Um, your people are going to start seeing a lot more of us. Um, part of my job is brand awareness. So I’m out there, um, beating the bushes, going to networking events, meeting people, talking to business owners. And, um, I think the CFO center is poised on the edge of something great and big as, uh, as this whole industry has kind of shifted towards this, this fractional gig economy and providing these fractional C-suite leaders that are really making huge differences to small to medium businesses in terms of their growth and their scalability and certainly profitability and all of our CFOs, without exception. And one of the qualities I look for when I’m hiring a CFO is somebody who truly wants to make a difference, right? So somebody who wants to come in, um, these guys are very, very experienced. They’ve often had a have a storied career with tremendous deep experience, but they want to help the entrepreneur and business grow. And that’s really a fundamental quality that I look for in a CFO and is and is part of the kind of personality makeup that we look for. But yes, always looking for CFOs, always looking for clients.

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

Darren Joel: Yeah. So we are W-w-w Center.com. That’s our website. They can always reach me at Joel on LinkedIn. Uh, both of those ways are great ways to get hold of me. And I try to be as responsive and as quick as possible getting back to people.

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

Darren Joel: Yeah. Thank you so much. Appreciate the opportunity.

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

Tagged With: Darren Joel, The CFO Center

  • « Previous Page
  • 1
  • …
  • 4
  • 5
  • 6
  • 7
  • 8
  • …
  • 116
  • Next Page »

Business RadioX ® Network


 

Our Most Recent Episode

CONNECT WITH US

  • Email
  • Facebook
  • LinkedIn
  • Twitter
  • YouTube

Our Mission

We help local business leaders get the word out about the important work they’re doing to serve their market, their community, and their profession.

We support and celebrate business by sharing positive business stories that traditional media ignores. Some media leans left. Some media leans right. We lean business.

Sponsor a Show

Build Relationships and Grow Your Business. Click here for more details.

Partner With Us

Discover More Here

Terms and Conditions
Privacy Policy

Connect with us

Want to keep up with the latest in pro-business news across the network? Follow us on social media for the latest stories!
  • Email
  • Facebook
  • Google+
  • LinkedIn
  • Twitter
  • YouTube

Business RadioX® Headquarters
1000 Abernathy Rd. NE
Building 400, Suite L-10
Sandy Springs, GA 30328

© 2025 Business RadioX ® · Rainmaker Platform

BRXStudioCoversLA

Wait! Don’t Miss an Episode of LA Business Radio

BRXStudioCoversDENVER

Wait! Don’t Miss an Episode of Denver Business Radio

BRXStudioCoversPENSACOLA

Wait! Don’t Miss an Episode of Pensacola Business Radio

BRXStudioCoversBIRMINGHAM

Wait! Don’t Miss an Episode of Birmingham Business Radio

BRXStudioCoversTALLAHASSEE

Wait! Don’t Miss an Episode of Tallahassee Business Radio

BRXStudioCoversRALEIGH

Wait! Don’t Miss an Episode of Raleigh Business Radio

BRXStudioCoversRICHMONDNoWhite

Wait! Don’t Miss an Episode of Richmond Business Radio

BRXStudioCoversNASHVILLENoWhite

Wait! Don’t Miss an Episode of Nashville Business Radio

BRXStudioCoversDETROIT

Wait! Don’t Miss an Episode of Detroit Business Radio

BRXStudioCoversSTLOUIS

Wait! Don’t Miss an Episode of St. Louis Business Radio

BRXStudioCoversCOLUMBUS-small

Wait! Don’t Miss an Episode of Columbus Business Radio

Coachthecoach-08-08

Wait! Don’t Miss an Episode of Coach the Coach

BRXStudioCoversBAYAREA

Wait! Don’t Miss an Episode of Bay Area Business Radio

BRXStudioCoversCHICAGO

Wait! Don’t Miss an Episode of Chicago Business Radio

Wait! Don’t Miss an Episode of Atlanta Business Radio