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Denver Baxter With The Party Touch

March 18, 2022 by Jacob Lapera

Cherokee Business Radio
Cherokee Business Radio
Denver Baxter With The Party Touch
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This Episode was brought to you by

The Innovation SpotAlma Coffee

 

 

 

 

denverbaxterDenver Baxter is The Party Touch entertainment service in Atlanta since 1986. With over 35 years of ‘proven’ experience, he can provide you and your guests with Atlanta’s most experienced entertainment service!

As the owner of The Party Touch entertainment services in metro Atlanta, Denver primarily provides professional disc jockey services for ALL types of “Special Events”. He provides entertainment for ‘corporate events’, ‘holiday parties’, ‘wedding receptions’, ‘birthday parties’, ‘Bar & Bat Mitzvah’s’, ‘sweet sixteen’, ‘retirement parties’, and any event that needs great music!

He has even done 3 ‘Celebration of Life’ ….funerals? Also a few ‘Divorce Parties’. For those of you that want to be sure your ‘location’ is seen, he has some LARGE ‘Bubble Machines’. Way better than the ‘fan blowing ‘Stick Men’! All of his reference letters are available upon request. He is “full time” and has been in this business in Atlanta since 1986. He actually started in 1976 in Daytona Beach Florida. A copy of a newspaper article that was done in 1977 when he was working as the “full time”, seven days a week D.J. in the largest, most popular nightclub in Daytona Beach.

Connect with Denver on LinkedIn and follow The Party Touch on Facebook.

 

This transcript is machine transcribed by Sonix

TRANSCRIPT

Intro: [00:00:07] Broadcasting live from the Business RadioX studios in Woodstock, Georgia. It’s time for Cherokee Business Radio. Now, here’s your host.

Stone Payton: [00:00:23] Welcome to Cherokee Business Radio Stone Payton here with you this morning. And today’s episode is brought to you in part by Elma Coffee. Sustainably grown, veteran, owned and direct trade, which means, of course, from seed to cup, there are no middlemen. Please go check them out at my Alma coffee and go visit their Roastery Cafe at 3448 Holly Springs Parkway in Canton. As for Harry or the brains of the outfit Leticia and please tell them that Stone sent you. You guys are in for a real treat this morning. Please join me in welcoming to the broadcast with the party touch. Mr. Denver Baxter. Good morning, sir.

Denver Baxter: [00:01:06] Good morning, Stone. Good to be.

Stone Payton: [00:01:08] Here. Oh, it’s a delight to have you in the studio, man. Okay. The party touch. Mission purpose. What are you guys out there trying to do for folks, ma’am?

Denver Baxter: [00:01:16] Well, just trying to get out there and play some music. I’ve been doing this for quite a long time here. I’ve been doing this since 1986, full time, believe it or not, here in Georgia.

Stone Payton: [00:01:27] Wow. So what’s the back story, man? How did you find yourself in this line of work?

Denver Baxter: [00:01:31] Well, I just kind of fell into it. I was in the corporate world doing world, doing sales and all kinds of other assorted things for a long time. And I finally just decided to let’s do something that I like to do and just kind of started the business back then and been doing it ever since, playing music for money.

Stone Payton: [00:01:52] So it was the first gig a little bit nerve racking, was it? I’m sure there was plenty you didn’t have figured out at that point.

Denver Baxter: [00:01:59] You know, I can’t remember that far back. I have no clue. But it’s never really been hard for me to get out there and do a little talking and other things.

Stone Payton: [00:02:09] Now, I suspect you are playing music that that particular crowd wants to hear. But as for you personally, is is there a genre that you’re really more fond of.

Denver Baxter: [00:02:18] Than definitely seventies classic rock? Yeah. Yeah, pretty much. Or before that, even as long as you can tell what there are here, what they’re saying. Right. And have instrumentation. And as long as it’s just good, good music, I’m not into rap. So don’t send me a rap gig, please. Although I can do it if I have to and I have done it. And you got to mix in everything because you never know what kind of crowd you’re going to get, so you’ve got to be able to read the crowd. And then on top of that, you’ve got to know like what music to, you know, what’s out there. I mean, I’ll never I’ll never forget the guy at the time, one of the young men I took out there. He came out to check me out. And I was thinking about working him into the fold, so to speak, to be one of my guys back in the day. And it was at the Cherokee Town Club, and he’s sitting there writing something down on a pad while I’m playing the music. You know, we’re in a, you know, Cherokee Town and Country Club. That’s nice.

Stone Payton: [00:03:16] Yeah. Yeah.

Denver Baxter: [00:03:17] And so he’s saying, wow, what’s that song?

Stone Payton: [00:03:19] What’s that song?

Denver Baxter: [00:03:21] And I said, You don’t know what this song is. He says, No, I never heard it. And it was, chances are, by Johnny Mathis, which, you know, maybe not everybody knows that song, of course. I mean. Right, right. But it’s just a story that I tell you. You’ve got to know music and you got to know all different types of music if you’re going to pull off a gig like that or any type of gig in front of people.

Stone Payton: [00:03:41] So I’m sure it’s a lot of fun. It is the work and I suspect like most things, including producing radio shows and running a network, there’s a lot going on behind the scenes that most of us really don’t know or or understand it. It takes a while to to master that.

Denver Baxter: [00:03:59] No, just I don’t know. It just never was. It didn’t seem to be difficult for me to do it. I don’t know. I just kind of just do it.

Stone Payton: [00:04:06] So how do you prep for a gig? What do you if you know you’ve got a gig tomorrow night or the things that you do today and tomorrow to get ready?

Denver Baxter: [00:04:13] It depends on what the type what type of an event it is. If it’s a wedding gig. I always like to get the information at least a month before the wedding date, such as song list people who are going to make toast.

Stone Payton: [00:04:27] Oh, that’s.

Denver Baxter: [00:04:28] Right. Yeah. And whether or not you’re going to do the specific dances, father, daughter, all those kind of things, you got to prep that. You can’t just. Well, you can. I’ve done. Yeah, you can. But it’s not the best way to approach it. Does it go in cold? You need to have all that information written down. So I have forums and things and I talk with the brides and try to work with them to make sure that I’m doing what they want to do. Like if they give me a list of the last wedding I did, they had a long, long list of food for 4 hours and 15 was it 6 hours is a long list of music and we’re only there for 4 hours. I said this. This amount of songs will not fit in the time that you’re having me here. So sometimes you got to give them a little bit of a reality check there for weddings especially. But the most gigs, I just kind of go out and just play it by ear and I’ve been doing it so long, I just read the crowd and take requests and just make it happen.

Stone Payton: [00:05:22] You’ve got to build all that in. Right. And they’re counting on you. They’re looking to you for your expertize and managing the flow of things and when to do the requests. And you’ve got to work in that. The father daughter dance. And you’re staying on top of all that because they’re they’re busy enjoying the day.

Denver Baxter: [00:05:37] Right. Exactly. Pretty much. I’m like a wedding coordinator now. There are specific people out there that do do a good job as wedding coordinators. But I kind of do it like that because back in the back, in the day when I started out, there weren’t a lot of real wedding coordinators. Not a lot of them out there like there are now and so on. The facilities, usually the facilities would do their own coordination and to make things happen behind the scene. But they started to like me a lot because I’d go in there and I’d already have my own format that I made up. Nice, which the bride is welcome to follow or not follow. But I’d go in there and everybody would know what was going on and I’d kind of make the flow happen. When do we cut the cake? I needed the bouquet toss, blah, blah, blah, blah, all that stuff. So I’m kind of like coordinated and.

Stone Payton: [00:06:24] Dj So what’s the most rewarding part, man? What do you enjoy the most?

Denver Baxter: [00:06:29] I haven’t seen people have fun.

Stone Payton: [00:06:31] Yeah.

Denver Baxter: [00:06:32] Have fun. Listen to good music. That’s you. That’s the most rewarding part, especially now with the seniors that I do. A lot of the seniors.

Stone Payton: [00:06:39] Oh, okay. Yeah. Say more about.

Denver Baxter: [00:06:41] That. Yeah. Doing a lot of the senior assisted. Well I hate to say it’s not assisted just senior facilities, senior residences which are all different levels of that as you probably know.

Stone Payton: [00:06:53] Right.

Denver Baxter: [00:06:54] And so, you know, we go in there and we make them happy, make them smile. Sometimes we make them dance. I don’t make them dance. I don’t make I don’t get out there with the prod and say you’re going to dance or anything like that. But just by playing the right music and again knowing what music to play and what’s going to work, and sometimes taking requests, although they’re not really big into request most of the time, but just knowing what to play, reading the crowd, asking them where they’re from, just little tricks. And I’m not going to say on the air, I’ve learned over the.

Stone Payton: [00:07:26] Years trade secrets.

Denver Baxter: [00:07:27] Trade secrets. So I’m not telling you any of those trade secrets.

Stone Payton: [00:07:30] You have to. By the book.

Denver Baxter: [00:07:31] Yes, by the book. The book’s available for $199.95 free shipping.

Stone Payton: [00:07:39] All right. So all right. So weddings, these these senior facilities. And then I’m operating under the impression if I wanted to throw a big party for all of our studio partners and the business radio network.

Denver Baxter: [00:07:51] I could do it today.

Stone Payton: [00:07:52] We could do it. I could hire you and you do your thing.

Denver Baxter: [00:07:55] I’ll be back in 20 minutes with the equipment. What would you use? Yours.

Stone Payton: [00:08:00] All right, so everything I know about hiring a professional deejay service, you could stick in your eye and still see out. Okay, so help. Help me and the other laypeople out there. What are some considerations? What are some things we should be thinking about? What are some questions maybe that we should ask someone that we’re considering engaging for this?

Denver Baxter: [00:08:22] Well, you know, I’ll tell you one thing. I’m a big kick off. I got a big thing. And how you want to phrase I don’t know if I’m using the right terminology, but a lot of a lot of people that are out there doing DJ thing, like I’m doing this type of DJ thing that I’m doing is that I don’t think that they have the proper insurance and I think I’m losing a lot of gigs because a lot of people are asking, you know, they’re on their they’re on these pages on Facebook, look who’s the DJ, who’s a DJ. And I’m looking at these guys. I mean, some of them don’t even they don’t even look professional in their setups or anything when I go to their if they have a web page, but they certainly don’t have a Coai certificate of insurance, which is very, very important. You need to be insured doing this business. Most of the facilities require it. But a lot of these guys, I’d be willing to bet that if any of the people that are looking to hire a DJ, they should always ask, first of all, do you have a certificate of insurance and take it a step beyond because the insurance companies that you’re insured with are supposed to and will send you out to Coai in an email basis. So you know that they’re not just taking somebody else’s COI paperwork and redoing it. So that’s very important to to know that the person has insurance. And then, of course, you have to see if the person has references. And a lot of times I see in websites on my competitor’s websites you see on there, we danced all night, had a great time. And then you see Susie and Harry. Well, let’s see. Wonder who Susie and Harry are. You know, it’s stone. I’ve got over 150 reference letters that go back. Yes, I’m old or older, but I have a letter that goes back to some of your listeners out there. May remember this Eastern Airlines. I don’t know. Have you ever heard of Eastern Airlines?

Stone Payton: [00:10:23] Yeah. I’m older, too. Too, so, yes, I do.

Denver Baxter: [00:10:26] So back in the day, that was one of the big players, Eastern Airlines. And, you know, I’ve got a letter that goes back to that time, and this is actually a typed full letter and signed by a person, not a made up quote on letterhead. So a lot of my reference reference letters are on letterhead. And yes, competitors out there, yes, they’re older reference letters. But I do have the experience and that proves it there. And then it goes back to prove that. And there are over 150 of those available. So if somebody wants to see them, I can certainly provide that. So it’s good to check the references and see I don’t know. What am I forgetting? I don’t know.

Stone Payton: [00:11:06] Well, no, I think I’m might have had the presence of mind to ask for some references or at least go look on the on the website. It would have never occurred to me to ask about insurance, right? It would never have even occurred to me.

Denver Baxter: [00:11:19] To most people that don’t doesn’t. And I don’t think most of the competitors out there actually push that.

Stone Payton: [00:11:25] Right. Well not have it.

Denver Baxter: [00:11:27] I you think maybe. Could that possibly be the reason. I don’t.

Stone Payton: [00:11:32] Know. Well so it sounds like it can be kind of what’s the word kind of a crowded space. A lot of folks out there purporting to deliver this service. How does the whole sales and marketing thing work for a guy like you? How do you how do you get the new business?

Denver Baxter: [00:11:50] Well, I most of my business has, as always, been primarily word of mouth from people that have used my service in the past, just developing it up up from that. And it still continues to be that way. Unfortunately, it’s not as effective these days, but that’s how it’s generally been. I’ve tried to write in publications and I didn’t work lots of money out the window. Yeah, back in the day when they actually had, you know, paper magazines. I remember those.

Stone Payton: [00:12:24] Days.

Intro: [00:12:25] Yeah.

Denver Baxter: [00:12:26] So but now it’s word of mouth and we’re just trying to get out there and get the word out. And people see me at events and they like what I do. And it’s like other DJs too. Sometimes they like the other styles of other DJs and you know, so.

Intro: [00:12:39] Yeah.

Denver Baxter: [00:12:39] I’m not the only one out there doing.

Stone Payton: [00:12:41] It right.

Denver Baxter: [00:12:42] But I’m the best.

Stone Payton: [00:12:43] There you go. But no, I mean, you’ve stood the test of time. Obviously, you’ve been a successful businessperson. So let’s shift gears here a little bit. You talk about being in business in general. A lot of our listenership, the people who tap into to our content, they’re either entrepreneurs or aspiring entrepreneurs. So I’d love to hear a little bit about in the early going, getting this thing off the ground. And any counsel that you might have about just just running a small business and, you know, keeping keeping things afloat and and even prosperous, you know, lessons lessons learned or, you know, maybe there’s Denver’s three dudes and three don’ts when it comes to to to run a business. Or maybe you’ve made a mistake or two that you felt like.

Denver Baxter: [00:13:31] You really never, never, never, never. Maybe not any of those happen. Ever. Never.

Intro: [00:13:37] I’m perfect.

Stone Payton: [00:13:39] But are there some disciplines that you live by or something? Everything from the way you manage the the money and to, you know, how you how you do try to present yourself to the. To the community.

Denver Baxter: [00:13:53] Hmm. I’d have to think about that. You’re stumping me.

Stone Payton: [00:13:59] That’s all.

Denver Baxter: [00:13:59] Right. It’s too early.

Stone Payton: [00:14:02] But surely there are some things that you do to make sure that you do have consistent flow of business, and that when you do get the business, you’re managing properly and you’re you’re keeping the client happy.

Denver Baxter: [00:14:11] I just try to, you know, keep in touch with the client as best as possible. And when they, you know, sometimes they don’t return phone calls or or get forms back to me when they need to, especially especially for like, let’s say, wedding market. We like to get forms back, at least in information back from brides and grooms, whoever, parents, whatever. Usually it’s the bride. Get things back from them at least a month before their wedding date. Oh, well, sometimes we get the brides out there that don’t adhere to that, and sometimes we get it, you know, a week before, and sometimes we don’t get it at all. Sometimes we get it a day before. We just try to keep on and on top of things. From the experience that I’ve had, you know, doing this so long, does it keep keep track of what’s going on and make sure that things happen the way that they’re they should happen? I guess is is the biggest thing I can think of right off the.

Stone Payton: [00:15:08] Top of my head. But no, but that’s just it kind of goes back to having repeatable processes and transferable tools. You have a system bringing you really. You do. You may not have thought about it in those terms, but clearly you do.

Denver Baxter: [00:15:22] True. Yes.

Stone Payton: [00:15:22] And that helps you, you know, keep everything nice and organized and deliver the best experience for these folks.

Denver Baxter: [00:15:28] That’s true. Yeah. Over the years, I’ve designed forums and things that I use that weren’t out there in the business when. When I started to make things go smoother, smoothly, smoother. Does that work smoother?

Stone Payton: [00:15:43] Sure.

Denver Baxter: [00:15:44] I’ve had a smoothie. Not recently anyway. Just try to just get the paperwork is a big part of it, making sure that things are in order. Nowadays. We don’t do paper, do we?

Stone Payton: [00:16:00] Well, not as much, but I. I have actually made a commitment to myself because, as you might imagine, there are a lot of behind the scenes processes and tools that we use in producing all the shows that we do across the network. So we have the we have the Breaks Academy, the business radio kind of playbook.

Denver Baxter: [00:16:18] Okay.

Stone Payton: [00:16:18] But I’ve recently begun a new project of Stones playbook, and I’m going to encourage all of our studio partners like John over at North Pole. You know, it would be nice, I think, if all of our studio partners could tap in and they could see John’s playbook and Stones playbook and Roger’s playbook and Karen’s playbook and.

Denver Baxter: [00:16:35] Oh, yeah, okay. So good idea. Yeah.

Stone Payton: [00:16:38] I don’t know. I find even on simple things like how to reach out and invite someone to to participate on a show, or if we’re bringing on a business development client, getting some information from them on the front end so that we can help them mold a show that’s going to serve them. And it sounds like you’re doing all that you just said. It’s so natural to you now. You’ve been doing it for so long. All this kind of stuff is just. It’s just. It’s just. It’s part of you.

Denver Baxter: [00:17:03] Yeah, yeah, yeah. I’m sorry. I can’t answer the question. Well, you did answer it.

Stone Payton: [00:17:07] No. Oh, you.

Intro: [00:17:07] Did.

Stone Payton: [00:17:09] So tell me about what you do in your downtime. Yeah. Where do you go to kind of recharge and refresh? Do you do you read? Do you travel? You hunt, fish? What’s your thing?

Denver Baxter: [00:17:22] Nada. No, not right now. I used to do traveling back in the day, you know, spend my money going like to Mexico and different.

Intro: [00:17:31] Places.

Denver Baxter: [00:17:33] Hanging out in Acapulco, Cozumel a little bit in Puerto Vallarta, just like to get away. But now, you know, lately I haven’t been doing that. I’m just trying to keep this business going. And that’s that’s what I’m trying to do. So most of my time is just really in the business. I hate to say, you know, it’s not a lot of not a lot of fun time going on lately, not not my trips anymore. So I kind of miss that. But we’re just trying to get this get get things going and make people happy with music.

Stone Payton: [00:18:01] But but it is fun time for you. I mean, you clearly enjoy the work.

Denver Baxter: [00:18:05] It’s yeah, yeah. I like what I do, what I.

Stone Payton: [00:18:08] Do. You’ve cracked that code for it. You know, you read in the books or you’ll hear a motivational speaker about find something that you love to do and you won’t you won’t really be working. So do it.

Denver Baxter: [00:18:19] All the networking.

Stone Payton: [00:18:20] Do you really?

Denver Baxter: [00:18:21] Well, you know, you see me out there.

Stone Payton: [00:18:22] I do. I do. And I’ve got to be honest, I’m not that much of a networker, at least until I moved to Woodstock. I there are two groups here that I try to make a point of hanging out with. One is young professionals of Woodstock. Now, why in the world? Why in the world? They let me in that group.

Denver Baxter: [00:18:43] I don’t I don’t know. I don’t know. Well, how.

Stone Payton: [00:18:45] Did you pull that off? So apparently it’s not a very high bar to clear for for young. But it’s a great group of folks. It’s a little different dynamic. As you probably will know. It’s not a typical kind of networking thing. It’s a more intimate kind of get to know people on a personal level, get together. Plenty of business happens, right? But it’s not the, you know, hey ho, give me your business card. What do you do? Elevator speech thing? It’s not that environmental and I really enjoy it. We get together over there at. At the circuit.

Denver Baxter: [00:19:15] The circuit. Okay. Yeah.

Stone Payton: [00:19:17] And when Holly and I moved here last year, we bought a little patio home, literally across the street from the circuit. So I just walk over there on Thursday morning.

Denver Baxter: [00:19:25] Oh, easy, easy.

Stone Payton: [00:19:26] And I get me a cup of coffee there at the Circle of Friends. I love what they’re doing. There’s a circle of friends. And then I hang out a while and I’m always a little bit late because I get involved in a conversation over there. I’m a little bit late in my walking down to the Woodstock Business Club that we and we do that at 830 on on Thursdays.

Denver Baxter: [00:19:49] Have you seen me? Either one of those.

Stone Payton: [00:19:50] I feel like I have, but maybe I have. I see you somewhere. I see you at the whiskey and cigar thing.

Denver Baxter: [00:19:55] You see me at those.

Stone Payton: [00:19:56] You don’t miss a whiskey and.

Denver Baxter: [00:19:57] No, I don’t know those. I don’t tend to a miss. But you’re not going to see me in the morning gigs. Oh, okay.

Stone Payton: [00:20:03] So, no, no mourning.

Denver Baxter: [00:20:04] No, no, no. I know a lot of you guys, a lot of friends of mine that are at the morning events, which, yes, I should be there. And I always think maybe I’m going to do it this week.

Stone Payton: [00:20:14] But you’re an entertainer, man.

Denver Baxter: [00:20:16] You get a pass. I just yeah, I’m not I’m not a real good morning in person and things.

Stone Payton: [00:20:21] But I’m sure you found I certainly this has been my experience that the and again historically I’m not a networking guy candidly when I want to meet someone, I invite them on one of the shows.

Denver Baxter: [00:20:32] That’s a good.

Stone Payton: [00:20:33] Way, right? I mean, that’s part of what we deliver for our business development clients. But again, both of those groups that are so collaborative, they’re so supportive of each other, even people from the same industry, you’ll have people you’ll have people from the same arena, genuinely just, you know, trying to learn from each other and trying to help each other out. There’s plenty of business out there for everybody, and there’s a real abundance within. In both of those groups and obviously I’ve come to enjoy that. So outside of that, I’m not really a networking guy, but I, I love this community and I love those two groups.

Denver Baxter: [00:21:05] Yeah, well, I’m not really a net. I can’t. Maybe I’m said the wrong thing. I’m not a big networking guy, but I do networking because I think it’s a means to an end and I try to. Sure. I got to get my name out there somehow. And advertising is just don’t have the big budgets to do these kind of advertising budgets and things. So I go out and try to meet people one on one and let them know who I am and hopefully they like me, I hope. And then maybe they’ll they’ll refer me. So some of it has paid off for the network. And you got to just keep going. You got to keep networking, keep networking, keep your keep your face out there and try to meet people and let them kind of know what you do. Yeah, sometimes I may abuse that as far as passing out the business cards a lot. Let’s see, I have about 300 with me today. How many do you need?

Stone Payton: [00:21:53] Well, if you become a community partner, we’ll put it in the official talk show radio mug.

Denver Baxter: [00:21:57] Oh, let’s do it.

Stone Payton: [00:21:58] That’s. That’s the new program here for our community partners. So, yeah, we were talking before we came on air. We don’t give these mugs out willy nilly. You have to have to be a guest and do a good job.

Denver Baxter: [00:22:11] And this is a good mug here, ladies and gentlemen. This is one of the better ones that I have seen as a giveaway. This is very nice. It has the logo on it. It’s big. It’s got the slant sides a little bit. It holds a lot of coffee or in my case, something else.

Stone Payton: [00:22:29] See? There you go. There’s another revenue stream for you. Could be a spokesperson.

Denver Baxter: [00:22:34] I could. I’m ready. Who wants me for a spokesperson? Let’s do it.

Stone Payton: [00:22:41] All right, before we wrap, let’s make sure that.

Denver Baxter: [00:22:43] We wrap.

Stone Payton: [00:22:44] In. Yeah, unless you got more to say. Hey, what else.

Denver Baxter: [00:22:46] Do they have? Hey. Hey.

Stone Payton: [00:22:48] I thought you didn’t. Oh, not that wrap. Before we conclude our cover. That kind of wrap? Yeah, yeah. No, I want to make sure that our listeners know how to get in touch with you. If they want to have a conversation with you, or maybe send them to the right place on a website, whatever is appropriate for you LinkedIn, website, email, phone, whatever is. Thank you. Yeah.

Denver Baxter: [00:23:09] Well, I am on LinkedIn, been on LinkedIn quite a while. Primarily just look me up on, you know, do an email. I mean do a.

Intro: [00:23:21] Hello.

Denver Baxter: [00:23:22] First. Before you do your email, you might want to find me. So you would probably want to go to my website. It’s my company is called the party touch so the website is the party touch dot com and I’m going to apologize. My website was designed by me not very well, so I will say that. And so if anyone like to sign a website and help a help a deejay, a nice guy like me, a veteran, by the way, help me out and design a website for me. I’m looking forward to your calling me up. But the party touch is my company. The party touch dot com and you can find me on Facebook also on the party touch.

Stone Payton: [00:24:00] Fantastic. Well, thanks for coming in and hanging out with us.

Denver Baxter: [00:24:03] Well, thank you, man. Yeah, Peyton. Thanks. It’s been great. I had fun.

Stone Payton: [00:24:06] All right, this is Stone Payton for our guest today, Denver Baxter with the party touch and everyone here at the Business RadioX family saying we’ll see you next time on Cherokee Business Radio.

Tagged With: Denver Baxter, The Party Touch

Adnan Alhaider With Footprints Floors

March 17, 2022 by Jacob Lapera

Adnan Alhaider
Franchise Marketing Radio
Adnan Alhaider With Footprints Floors
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Brought To You By SeoSamba . . . Comprehensive, High Performing Marketing Solutions For Mature And Emerging Franchise Brands . . . To Supercharge Your Franchise Marketing, Go To seosamba.com.

Adnan AlhaiderAdnan Alhaider, Owner at Footprints Floors

Born and raised in the Detroit area, Adnan attended Wayne State University and soon after started his own business called BHA Distributors. While he loved running his own business, Adnan was looking for more job stability, and eventually sold his part of the business and took a job at an engineering firm.

Two kids and eight years later, Adnan realized he still had a passion for being a business owner and decided to bring Footprints Floors in Michigan.

Connect with Adnan on LinkedIn.

What You’ll Learn In This Episode

  • DetrDetroit Native and Small Business Owner Expands Location and Reaches $1M in Sales In First Year of Business

This transcript is machine transcribed by Sonix

TRANSCRIPT

Tagged With: Adnan Alhaider, Footprints Floors

Leigh Ann Miller With Custom Leadership/Magic Learning Company

March 17, 2022 by Jacob Lapera

Workplace Wisdom
Workplace Wisdom
Leigh Ann Miller With Custom Leadership/Magic Learning Company
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LeighAnnMillerOriginally from Palm Beach, Florida, Leigh Ann Miller is a veteran in the hospitality industry with 30 years in restaurants, hotels, arenas, and private clubs. She has a strong reputation of creating an environment of warmth for both her team and her guests. Because of this, many of those who have worked under her leadership has grown into management roles and have invested themselves in the companies she has been involved with.

Many who have left, often return to either regain employment or simply come to visit her. Longevity in the workplace is very important to Leigh Ann. Her focus is to provide constant growth opportunities and continuing education. She would never want to have someone leave because they were not constantly learning, improving, and growing. Her favorite phrase is “I can teach you how to do your job, but I can’t teach you how to care”. She is dedicated to defying this phrase and will spend her career proving it wrong.

Teaching is inspiring. Her management teams have all made this a part of their mission as well which has been successful in building strong teams that last. Leigh Ann knows the value of managing the newest generations of the workforce. She knows that if we are not willing to adapt to changes in the workplace, we will lose out on the newest and brightest candidates. There are ways of doing this while maintaining systems that have been proven to be successful for many years. She is very passionate about teaching ways of providing these environments and making people decisions the most important decisions made.

Leigh Ann has been classically trained as a vocalist and composer and has performed with many great talents and names in the music business. Knowing the importance of being on stage, combined with her unwavering dedication to hospitality at a very high level creates a “show” for her guests. They love seeing just how passionate her teams are, and how they are fully invested in the guest experience. Teaching this is something that is very exciting for her, and something she looks forward to sharing with you.

Connect with Leigh Ann on LinkedIn.

What You’ll Learn In This Episode

  • Top three issues facing the hospitality business
  • Top three behaviors that need work 5. Fun stories of inspiration

This transcript is machine transcribed by Sonix

TRANSCRIPT

Intro: [00:00:08] Broadcasting live from the Business RadioX studios in Atlanta, Georgia. It’s time for workplace wisdom, sharing insight, perspective and best practices for creating the planet’s best workplaces. Now here’s your host.

Workplace Wisdom: [00:00:31] Welcome to this very special edition of Workplace Wisdom Stone Payton here with you this afternoon. You guys are in for a real treat. Please join me in welcoming to the broadcast with Magic Learning Company. Ms. Leigh Ann Miller. How are you?

Leigh Ann Miller: [00:00:46] Great. So happy to be here.

Workplace Wisdom: [00:00:48] Oh, it is a delight to have you in the studio. Before we dove into for let’s let’s give our listeners a little primer. A little overview. Mission. Purpose. What? What are you folks trying to get out there and do for people? How are you trying to serve?

Leigh Ann Miller: [00:01:04] So, you know, there are so many businesses that have the right core values in place. They have the right mindset in place. Their intentions are fantastic, but the delivery of that on a daily basis is sometimes lacking, you know? And right now, with everything being such a challenge to bounce back from where we’ve been over the past few years, you know, now is just really a good time to hit the reset button or the reset button should have honestly been hit a while ago. But, you know, we’re still we’re still struggling a little bit. And, you know, there are opportunities to really make an impact on, you know, our people and, you know, really carry out the best that we can for our guests and our customers. But, you know, I really do believe that there.

Workplace Wisdom: [00:02:03] Are.

Leigh Ann Miller: [00:02:04] Serious challenges right now that we’re all facing. And so that’s where we want to come in and help people out.

Workplace Wisdom: [00:02:11] It’s an interesting observation that you make about intent, because I can tell you for our company, I mentioned to you before we went on air that that I’m an investor and a managing partner for our network and my business partner, Lee, I can assure you we have some marvelous intentions. And, you know, between he and I, we’ve got these, you know, this great set of values and this vision and all that. And when it comes to effectively articulating that and and lining those things up, I’m sure we’re falling very short. And it sounds like that’s that we’re not the only ones.

Leigh Ann Miller: [00:02:44] You’re not the only ones you know. And it’s we hiring is such a key tool, you know, it’s when we bring people on that have great interviews. It’s not about the interview. It’s about the day to day practices and the body language and the verbiage and everything that we do on a day to day basis and the consistency of that, that really makes the difference. And so the owners of the business and the CEOs and the CEOs, you know, they they all have the right intentions in mind. But it’s when they’re not around and when, you know, they’re not seeing the day to day operations that are taking place that are either making or breaking companies right now. And so that’s that’s a big a big point for the series that I just recorded to get those right people in place and to make sure that regardless of if we’re watching or not, that our visions are being carried out with those people.

Workplace Wisdom: [00:03:53] Bad hires are they’re expensive. And when I say bad hires, it doesn’t mean they’re necessarily bad people. In fact, I’m sure they’re not. But but making a hire that that’s not fit in aligned with what you’re doing. I mean, this really does affect the bottom line. Yeah.

Leigh Ann Miller: [00:04:10] Yeah. And, you know, you have to find out what their vision is for your business. You know, you have to figure out what it is that they’re passionate about because, you know, right now, you know, especially in hospitality, it’s one of those it’s it’s one of those industries, regardless if you’re in a hotels or, you know, major sports venues or concert venues or restaurants that, you know, people think that there is something else on the other side. And so they leave for a period of time to go pursue, you know, their other aspirations. And then they come back, right. And, you know, you always say you can’t leave the restaurant business, you just can’t do it. But when people do and when they come back, it’s usually because they’re comfortable. And your best hires aren’t comfortable, they’re passionate. So when you bring people back in because of a resume and because they have so much experience and, you know, that’s a wonderful thing. But at the same time, you’ve got to keep their passions in check and you’ve got to make sure, you know, everything’s so interconnected hiring, training, inspiring, treating, firing. You know, we’re hanging on to people for too long, right? Because we can’t hire enough people to cover those places. And so we’re when we hang on to people for too long, that’s a cancer. You know, that’s a cancer to your organization. And it’s it’s difficult because you want to keep the people that have been there for so long that know the ins and outs of your business. But what are they honestly doing for it? You know, are they just comfortable? And they have the repertoire of, you know, of the spiel and the shtick and all that other kind of stuff, or are they really driving passion for people around them? You know, we’re hiring greener than ever.

Workplace Wisdom: [00:06:11] Yeah, I guess you’re right.

Leigh Ann Miller: [00:06:12] And, you know, because people are out there, you know, that have been in business organizations forever and then they decide that, hey, listen, I want to be a part of the restaurant business. They they go to bartending school or they go to, you know, because it’s it’s honestly, you know, it’s not discounting. The industry, but it is an easy in for people. Yeah, but sometimes the most green people that you bring in carry the most passion because they’re seeing things through brand new eyes. And so you get inspired by them. Yeah. So if you keep the people that are so comfortable in it because they just don’t leave. You know, what are they doing to those passion levels that are new and are going to bring innovation into your organization? So it’s really, really interesting watching how this unfolds for so many organizations right now.

Workplace Wisdom: [00:07:10] Well, I got to I got to say, it must be prevalent. I mean, yes, definitely in the hospitality arena. But I can tell you the professional services arena, I think we got we we have those same challenges. I know when it comes to conducting an interview, I don’t know. I am I find myself really pulling for the candidate and I think maybe seeing things that aren’t there or I went to a workshop one time and the lady she talked about hiring in your own image. And I think maybe I’ve made that mistake too. You know, like this guy is like me, you know, we’re going to have a lot of fun. But it was, you know, that was, like, not the right thing to that was not the right thing to do at all. So these these terms that you mentioned a moment ago, the hiring and inspiring and so on, is that a pretty good description of the the framework for the conversations and the work that you do when you engage with the client?

Leigh Ann Miller: [00:08:09] With a client? Yes. Yeah. With an interview, you know. Yes. But, you know, interviews are going to always give you the right answers. Right. You know, but when I’m dealing with clients right now, I’m seeing massive trends, you know, and one of which is hiring.

Workplace Wisdom: [00:08:29] Mm hmm.

Leigh Ann Miller: [00:08:30] And it’s not about not necessarily about getting the bodies into the position.

Workplace Wisdom: [00:08:35] Mm hmm.

Leigh Ann Miller: [00:08:36] It’s about getting the right people. And like I said, you know, sometimes we play off of resumes. Yeah. And we miss the conversation. And the conversation is going to tell you so much. And it’s also, you know, your Achilles heel, too, because you don’t want to, like you said, hire in your own image. But, you know, getting caught up in a conversation sometimes. Will lead you to great people, but not necessarily great candidates. So it’s it’s difficult because when you get wrapped up in those conversations and you enjoy the conversation and they make you laugh or you making them laugh, you know, it’s important to a sell the company, but not so far that they’re now interviewing you.

Workplace Wisdom: [00:09:30] Right.

Leigh Ann Miller: [00:09:30] Which that can happen a lot. And especially right now, we’re throwing incentives and signing bonuses like we never have before for positions that. Really shouldn’t have those things. You know, and so some people are interviewing at multiple companies to find out where the incentive is for them. And they’re missing the mission statement. They’re missing the passion of the company were were now just trying to buy people to come in. Just to have the bodies in place. And that’s so scary. It really is. Because where does it end?

Workplace Wisdom: [00:10:09] And long term, what kind of damage is that going to cause? Right.

Leigh Ann Miller: [00:10:13] Well, yeah, I can tell you exactly. You know. You know, say this. Business across the street is saying, okay, well, after 90 days, you’re going to get a $500 signing bonus. Well, then the business across the street is hearing about that and they’re like, well, we’ll give you $750. And then, you know, one down the down the road is upping the ante again. And, you know, after a while, like, where does it end? You know, and to the loyal employees that you have currently that didn’t get those incentives, what does that say to them? Where does it place their value? And you’re now driving them out because now they’re going to go out and say, well, okay, well, there’s no incentive to stay. Then I need to go somewhere else that’s going to pay me to sign on. And then you’re just you’re losing, you know, in some cases, the people that have stayed too long, but in other cases, the people that are your biggest advocates, because they’re just what was what was the point, you know, and also the training programs that are in place. We’re shortening them. We’re making them so short that now people can get through so quickly, whereas we held the people that have been with us long as so accountable in some businesses anyway. That they’re wondering why we put them through that whole rigmarole to to hop on board. And now we’re just shaking hands and saying, come on. And it’s it’s it’s such a catch 22 in so many places. And, you know, where people are placing value, you know, where their biggest needs are right now is terrifying.

Workplace Wisdom: [00:12:01] So in your words, you’re bringing some some discipline, some structure, some rigor to that process, some some repeatable processes and transferable tools so that a layperson like me whose day job is over here but I’ve also got to be involved in in the recruiting. That’s part of what you’re doing in your in your client work are a big part of it, it sounds like.

Leigh Ann Miller: [00:12:21] Yeah, exactly. It’s trying to teach where the balance is because we’re all suffering from this. So and it’s not the it’s not the future employees or current employees fault or problem. It’s ours. It’s our responsibility to the people that we’ve committed to by hiring them to create that work environment to where they feel like everyone is accountable and everyone is held to the same standards and to also treat them in a way that they don’t want to leave, to go find something else. They want to be a part of the training process for the future employees to harness and protect what they have come to value.

Workplace Wisdom: [00:13:10] What incredibly rewarding work this must be, that must be a lot. What do you find the most rewarding about it? What are you enjoying the most?

Leigh Ann Miller: [00:13:21] Honestly, I still I’m actually going to a wedding tomorrow for two of my former employees. But staying in touch with the employees that saw that value and felt that value, even though they didn’t like it at the time, because I was I wasn’t easy on them, you know, but people that have come to appreciate those standards and the fact that they were held accountable to those standards. Mm hmm. You know, and then now I’m seeing it in the businesses that I’m working with, you know, and hearing back from them, those same things. And so it’s really the feedback from the employees, you know, or your team members, I’d rather say, yeah, you know, that come back later on. And it’s not just for that business but for how they manage their life else side of the business too, and the standards that they set for themselves. People joke all the time because we used to have these this is such a small minute portion of it, but we used to have these throw pillows on, you know, whether it be in the hotel or in the private clubs that I was in or the restaurants that I was in. But if you had the opportunity to fluff and chop a pillow and I still have employees from 20 years ago that will take pictures of their couches or their bed. Oh, and send it back to me and say, see what you did to me. Like they’re doing it still, you know? But you know, like I said, it’s a menu thing. But the way that they manage their own companies now, you know, because some people have gone on to open their businesses and hearing back from them. What it is that they took to implement for their new employees is just that’s the greatest thing.

Workplace Wisdom: [00:15:08] All right. I got to know your backstory a little bit. How in the world does one find themselves in this line of work? Did you know you were going to do this?

Leigh Ann Miller: [00:15:17] No cost. No. And most people don’t. Now it’s different thanks to, you know, like the Food Network and, you know, you know, master chefs around the world that have, you know, made a name for themselves. And now there’s shows all over, you know, television that, you know, honestly glorify the restaurant industry or the hotel industry or, you know. But, no, I went to school for music. And, you know, my my goal was to become John Williams. One day I wanted to write film score, and I wanted to conduct. And that’s. And it’s neat the correlation between conducting and running a business because you think each department is another voice part or another instrument or another section of an orchestra. So when you make them all work in harmony, it all kind of comes into play. So that was my justification for myself of not actually doing that. It started out as a justification. Now it is absolute passion. You know, it’s seeing all those things work together.

Workplace Wisdom: [00:16:28] Mm hmm.

Leigh Ann Miller: [00:16:29] You know, if you’re in a hotel, you see, like, you only see the highlights if you’re a guest. But all the things that go into it, the logistics and like the boards where you’ve got housekeepers, like running certain things and how that’s managed and how they know where to go and what to do in the catering departments. And you’ve got weddings out the wazoo and you’ve got buffets, you know, the next morning and you’ve got people staying until 1:00 in the morning, resetting furniture, you know, for the event that day. And all of those logistics are just so fun to watch.

Workplace Wisdom: [00:17:04] But they can all be failure points, too. Right.

Leigh Ann Miller: [00:17:07] Absolutely.

Workplace Wisdom: [00:17:08] There’s so many moving parts because I am a layperson in this regard. I guess it never really dawned on me until just now how much is going on behind the scenes I shared with you before we went on air, my wife Holly and I and my brother in law and sister in law. We’re going on a Viking River cruise. It’ll be our second. I got to tell you, I think the Viking folks, at least our experience when we went in 2017, was, I think they really do a good job. And so from a guest perspective, they were doing all those things. But there must have been all kinds of crazy stuff going on in the background. When we were out playing in the Port of Call, they were back at the ship making things right.

Leigh Ann Miller: [00:17:45] Yeah. Yeah, absolutely. And that’s the that’s the greatest thing ever. I mean, you know, I have I have like my heart is in the Disney Corporation and like when it comes to the way that they make things happen without you seeing a thing in the way that their training program is so in place, you know, somebody drops a piece of trash. You know, there’s a reason why receptacles are placed where they’re at. It’s part of the show, you know, and if if a business like you mentioned Viking, like if they’re putting on a good show, then you’re not seeing the logistics that go on behind it. If you’re in this business, you want to you want to take a tour of like, you know, of how they go about their meetings during the day and how.

Workplace Wisdom: [00:18:35] That would be.

Leigh Ann Miller: [00:18:36] Cool. Oh yeah. Like you want to see exactly what goes into the way that they they speak together and the way that they, you know, the questions when someone raises their hand to say, okay, well, how are we going to make this happen? Okay, I want to hear I can’t wait to hear that answer. You know, it’s just it’s really, really neat. But it’s all about logistics.

Workplace Wisdom: [00:18:59] Well, there’s a pro tip. If you get a candidate coming to you and you’re talking about hiring them or thinking about hiring them if they have worked with Disney. Plus that’s that’s definitely goes in the plus column, doesn’t it?

Leigh Ann Miller: [00:19:10] Yeah, it does. Well, I mean any major corporation I mean, there’s there’s an amount of failure that has to happen to get you to.

Workplace Wisdom: [00:19:21] Yeah.

Leigh Ann Miller: [00:19:21] A high level. And that’s why, you know, people will say, well, you don’t have enough experience. Well, a lot of new candidates and people coming out of college and they don’t understand that statement like, well, you haven’t failed enough. Yeah. Why is that a good thing? Well, it’s because you don’t know the why. Behind the ask is a basic statement to that question. Like, you have to know the why behind it, and the best leaders will teach you the why while they’re training you. Because if you don’t, you know, if we are hiring greener and we’re not hiring, you know, experienced candidates and you’re expecting them to perform to the standard that you’ve set in place, they have to know the whys behind the asks. Right, in order to not do them. You know, I’ve often said to chefs, you know, when they’re hiring green candidates because their labor costs are what they are and, you know, they can’t necessarily afford to pay the top dollar amount, even though now we currently are part of the incentivizing thing that we talked about. And that’s going to be a very hard thing to bounce back from. But yeah, you know, when we’re hiring the greener candidates and for chefs, you know, you catch people on their phones constantly on Instagram and Facebook and everything. Okay, well, that’s fine. You know what? Let them do that. But give them people to follow, you know, tell them to follow. You know, I don’t want to go too specific here, but, you know, there’s plating experts that show, you know, what it is to make a beautiful plate or, you know, famous chefs that you want to emulate or restaurants that you hold at a higher caliber. So, you know, say, okay, fine, if you’re going to have your phone out, you know, you’re not on stage right now. None of our guests can see you. Follow this person, follow this restaurant. I followed this hotel, follow this, you know, concert venue, you know.

Workplace Wisdom: [00:21:34] And because that it really that’s a learning modality, a learning channel for people in that age group or that demographic. Right. That’s how they communicate and take on new. And from that, what a great idea.

Leigh Ann Miller: [00:21:46] And when they do it’s it’s amazing because they get inspired. Yeah, you know, they want to do those things and then they realize that there is another level out there, you know, that they may not have been exposed to. So how can we ask them to deliver on something that they’ve never seen before unless we’re putting it in front of them and putting it in front of them in a way that’s fun and a way that they can relate to.

Workplace Wisdom: [00:22:10] Now, as I understand it, one of the things that you’re doing to introduce people to this this framework and some of these very important topics, you have a maybe have more than one, but you have a series of is a videos where you’re talking to say more about that.

Leigh Ann Miller: [00:22:28] So we decided when I say we, this is the magic learning company and also leadership magic that are that are partnered. And so I flew out to meet with the owner of leadership magic to film videos. And so we decided to do a six part series called Let’s Be Right. And it’s like I mentioned, it’s in six parts. Hire right, train right, treat right. Inspire right. Include right and fire eight. Inclusion is such a fuzzy word right now, and a lot of people just really don’t get it. You know, we all want it, but making it happen is a very difficult thing. And that word is often misinterpreted. And so that that one’s very important to me. Also firing. Right. So a lot of people really don’t know how to properly fire someone. And it’s not just about what’s on paper and a list of things to do. It’s realizing the audience and the dignity of these people that you once committed to, to bring on. And you have to know that you did everything in your power to help them succeed before you even get to that point. Mm hmm. And that’s also a training, too. You know, I’ve known business owners that are holding people accountable by giving them information and expecting them to pass tests on their own time without guidance and without.

Leigh Ann Miller: [00:24:09] Like I said before, like the why behind right what the ask is. And so they’re left kind of flailing on their own to succeed. And then if we’re not impressed with the outcome, then we’re just letting them go. Our personal investment and the people that we hire is so important and they have to feel it. They you know, when, you know, I’ve only worked truthfully and in small businesses, you know, I haven’t worked in major corporations before. So there’s certain things that I was privileged to have the time to do, you know, and one on one sessions. A lot of major companies don’t have that privilege to do that, but they do have people and teams to do that. So following up with them and making sure that they’re carrying it out in a way that is really going to set people up for success is is a major deal. You know, if we’re just hiring people and then hoping that they get the job done because they say all the right things, that’s just. That’s a recipe for disaster.

Workplace Wisdom: [00:25:21] And going back to the bottom line, my personal experience has been and this these fruits were are not the product of Lee and I being geniuses. We just, I think got lucky on a couple of occasions. But the compound returns you get on a highly motivated, passionate team member are just beyond measure. I mean, it just keeps paying and paying and paying. Yes.

Leigh Ann Miller: [00:25:45] Yes, absolutely. Well, you know, and it’s so funny because, you know, we think that it’s you know, and it absolutely is our job to inspire people to get people excited to be in your business. But when they get excited about it, it often renews our investment in and renews our energy and our passion for it. So it just it’s constantly reciprocated. You know, it’s just like a 30, 60 sort of situation to where, you know, maybe one of us isn’t having the best day or one of us is like losing the passion for what we’re doing because we’ve been doing it for so long. And yeah, you know, to be reinvigorated by the people that we bring on and then to see other employees, you know, get excited again where maybe they lost their passion. It’s it’s wonderful to see. And yeah, it’s not always about the experience. Sometimes it’s just about the passion level.

Workplace Wisdom: [00:26:45] So I’m sure you’re seeing patterns and maybe we’ve already touched on all of them. But I’m going to ask anyway, are you finding that your clients that there are a handful of things that you’re seeing over and over that you know, these are the challenges right now? Yeah. Yeah.

Leigh Ann Miller: [00:27:01] Oh, yeah. I would say the top three things that I’m seeing over and over and over again is hiring like we talked about.

Workplace Wisdom: [00:27:09] Right.

Leigh Ann Miller: [00:27:10] And like I said, it’s not a yeah, we, we all needed to get creative to bring in candidates. But that only takes you so far and it’s not sustainable. So hiring is truthfully the number one thing that I’ve seen.

Workplace Wisdom: [00:27:29] Okay.

Leigh Ann Miller: [00:27:30] Firing is another one because because of the hiring process, we’re hanging on to people for too long.

Workplace Wisdom: [00:27:38] Right.

Leigh Ann Miller: [00:27:43] Training is is the other one. And there are those those last two are equally balanced, I would say. And it’s because of the fact that most of the time right now we’re hiring people because we have an absolute need and it’s a911. Got to get people in there. We got to get the bodies in there. And so we’re just pushing them into a situation to where we’re not taking the time to really spend with them. You know, and it’s multi department. You know, everything is interconnected when it comes to all the departments of your business.

Workplace Wisdom: [00:28:17] Mm hmm.

Leigh Ann Miller: [00:28:18] So we spend so much time training them for their task, but they don’t necessarily understand the tasks of their partners and other and how it fits in. So you might have somebody in the accounting department who’s getting frustrated with this person over here because they don’t know the why behind the how they’re doing it.

Workplace Wisdom: [00:28:42] Right.

Leigh Ann Miller: [00:28:42] And how it affects other people in their day to day, you know, timelines or timelines. But when it comes to the operational aspect of their job and how it affects those around them, we’re not spending enough time training on that. You know, and if everyone had a mutual understanding of how each department worked and why it might be like, this deadline’s not realistic for me because I’m relying on this to take place before this. This other department’s going to have a better understanding of that. You know, and so it makes a much more cohesive environment when we take the time to properly train people not just for their task at hand, but for how the inner workings of the business take place.

Workplace Wisdom: [00:29:29] Well, it makes complete sense to me, and it occurs to me that even if you somehow get your onboarding and early training just nailed right, and we get them that that training or maybe the desired outcome competency is really it’s a moving target, right? Like the bar, the goal line keeps moving. You got to keep pumping the handle. You can’t just do it and then be done.

Leigh Ann Miller: [00:29:54] And be done. It’s never ending. You know, it’s continuing education. You know, it’s you know, you know, take the IT world.

Workplace Wisdom: [00:30:04] For.

Leigh Ann Miller: [00:30:04] Instance. Oh, my word. Like, I still don’t know that I know how to properly work a DVD player. And I used to make my make fun of my parents for not being able to work a VCR, you know, and you know. So it’s constantly changing and every business is constantly changing in their own way. And you have to develop those people into the new whatever’s happening next.

Workplace Wisdom: [00:30:30] Right.

Leigh Ann Miller: [00:30:30] You know? And culinary is a perfect example of that. You know, there’s innovations with culinary, you know, and hospitality. Mm hmm. You know, what people want and what people value is different now than what it used to be. You know, people want to experience you know, it’s not just about food and beverage. It’s not just about how comfortable your pillows are in the hotel room. It’s not just about where your seats are at a concert venue. It’s about the entire experience.

Workplace Wisdom: [00:30:58] Right.

Leigh Ann Miller: [00:30:59] You know, and take concert venues for an example. You know, I’ve been very fortunate in my life to know a lot of people who are in the music business that travel and tour and and they are going to choose where they tour based on the hospitality levels of where they’re going and not necessarily for themselves, but what their guests are going to experience and what memories are going to bring back from those shows and those experiences and those sports venues and those, you know, what are our guests going to experience and are they going to want to come back? And what are they going to tell 100 of their friends on Instagram tomorrow? Right. You know, and it’s there are so many levels of hospitality within every business.

Workplace Wisdom: [00:31:45] All right. So let’s talk about the work and actually, let’s even go further, further upfront than that. How does the whole sales and marketing thing work for a practice like yours? Have you been at it long enough now that your phone rings, or do you still find yourself out there marketing and selling and that kind of thing every day? Okay.

Leigh Ann Miller: [00:32:04] Every day, you know, it’s LinkedIn, it’s social media. It’s which I’m so bad at social media. So if you start following me, I’m so sorry, but I’ve got to get better about that. But there are people that are wonderful with it that, you know, that really impacts their business. For me, you know, it’s going into places and then maybe sending an email saying, hey, listen, it was wonderful to be at your establishment. You know, these are the things that I noticed, you know, and not handing them a, you know, a playbook because that’s rude. But, you know, really sharing with them like, hey, listen, these are this is the reason why I continue to go back to your establishment because of this. And these are the things that we’ve noticed. And hey, so-and-so may have been, you know, a little off last night. And, you know, but I just wanted to give you a heads up from one business owner to another. And, you know, and sometimes it’s welcomed and, you know, you just have to be careful with those things, you know, when you’re giving feedback. But I don’t feel like, you know. The Internet is necessarily a place to give. Having been in the business for so long, I always appreciated a phone call or an email from someone to say, Hey, listen, these are the things that we notice, but we respect you enough to to say, hey, you know, we hope that this improves versus putting it out on those sites.

Workplace Wisdom: [00:33:33] I’m with you. Yeah, I’m the same. And I would be appreciative of that. You know, if someone were to to get to me about any of their experience in any of the 35 community studios we have. So, no, I can see that. Okay. So you have this conversation. You bring on a client, talk a little bit about the work, particularly the early stages. How does how does this relationship in this work get started?

Leigh Ann Miller: [00:33:57] So my business is is run by custom leaders or is run by leadership, magic and magic learning company. But my business is actually called custom leadership, and there is a reason for that. And I don’t even think I spent 2 seconds thinking about the name of the business because it’s exactly what I want it to be. It’s customized to what the needs are. So some people are fantastic at the delivery of their hospitality. Some places need a little work and, you know, one area versus another. And, you know, that’s where it’s really listening to what their challenges are versus telling them where their challenges are. And I never want to go in and and forgive me for this because I hate this word as a consultant, because I feel like that’s the most overused job title that’s out there right now. And I don’t like it, but. I want to listen to where they think their challenges are. And I want to spend maybe a week or two working alongside them in their business to maybe see things that they haven’t seen that hands on. Oh, absolutely fantastic. There’s no other way to go in and tell somebody what to do other than to get your hands dirty. You know, you’ve got to. And that’s out of respect to them and also the validity of your work. My words only going to mean so much. It’s going to be fuzzy and white noise over time if I keep saying the same things over and over again. And, you know, if if they truly want to get something out of it, then I have to be willing to go in there and do the work and talk to their employees and find out where they think their challenges are, because it might not be what an owner or CEO sees. You know, because floating in a helicopter above doesn’t necessarily mean that we know the challenges that our people are facing.

Workplace Wisdom: [00:36:00] So I mean, your passion just comes through on the airwaves, I’m sure, certainly in this room. But I mean, you’re human. You got to run out of gas now and again. When you do, where do you go for inspiration? How do you recharge the batteries?

Leigh Ann Miller: [00:36:17] That’s a great question.

Workplace Wisdom: [00:36:20] This travel for me and Holly.

Leigh Ann Miller: [00:36:21] That’s travel is a big deal for me to live. Music is a really big deal for me.

Workplace Wisdom: [00:36:26] You know, until I moved to Woodstock, I’d forgotten how much I love life. And now on the weekends especially, just walk around.

Leigh Ann Miller: [00:36:32] Yeah, I’ve got three shows that I’m trying to decide between tonight. All right. I just went to Augusta a couple of weeks ago to see a friend of ours play. Well, a friend of ours, someone play, you know, the most amazing bluegrass show ever. And now we’re getting ready to leave to Saint Augustine in a couple of weeks, you know, to see other people play. And yeah, that’s that’s my big passion. And it’s just it’s awesome. You know, I studied opera and classical music for a very, very long time. So the circles that I travel now in are very, very different from that.

Workplace Wisdom: [00:37:04] I’ll bet.

Leigh Ann Miller: [00:37:05] But yeah, that’s where my batteries get recharged for sure.

Workplace Wisdom: [00:37:09] And back to much earlier in our conversation, you also get to witness firsthand, I bet you some pretty inspiring stories in these client systems, right. When you’re when you’re in that, you see some really fun, inspiring stuff.

Leigh Ann Miller: [00:37:23] Oh, yeah. And, you know, some things that they forget to put value in. So, for example, in the training process, one of the things that I talk about is talk about your struggles and the company history and how hard it was for you to get where you’re at now. Because they’re going to appreciate that. They’re going to say like, Well, this isn’t just a company asking me to drink the Kool-Aid. Like they had to make the Kool-Aid first before we were drinking it. And, you know, some people’s stories are just so inspirational and the things that they had to overcome, you know, some people came from absolutely nothing. You know, I was fortunate enough to be working at a private club down in Jupiter, Florida. And the members of that club were all very hand-selected by the person I’d say owns it. But, you know, I would hear stories from these people that have multiple businesses all over the world, you know, talk about how they lived in their car for X amount of time beforehand and wow, like those stories like, well, if you can come back from that and. You know, we’ve there’s no excuse, you know what I mean?

Workplace Wisdom: [00:38:32] And I can wash dishes for a little while while I work on being a sous chef or what? I mean, I’m not I don’t know what I’m talking about, but. Yeah.

Leigh Ann Miller: [00:38:38] Yeah, yeah. It’s amazing what people are willing to do with grit and, you know, some great business owners that are even based here in Atlanta. I listen to their stories and one of which, you know, she talks about how she only had $5,000 in her pocket or in her bank account, for that matter, when she started her own business. Wow. And she would, you know, the the groundwork that had to take place to get her to where she’s at now is unbelievable. And you talk about grit and the things that you’re willing to do. You know, like don’t ever ask your employees to do something that you didn’t have to do to get where you’re at.

Workplace Wisdom: [00:39:21] That’s a good discipline to live by. Yeah. All right. Before we wrap a couple of things, one, do you intend to continue doing some of these these video series things? Right. You got some more stuff coming out on that front?

Leigh Ann Miller: [00:39:35] I do. I’m about halfway through writing. It’s as opposed to the six part series. This is now a 40 part series.

Workplace Wisdom: [00:39:42] Wow.

Leigh Ann Miller: [00:39:43] Yes. Ambitious hands are full on that one. Well, it’s to honestly, it’s to replicate in small business terms one of my mentors and I’d like to say hopefully that hopefully that would be well received. We’ll see. But he’s definitely a mentor. But he wrote a 40 part series in hospitality of and it really gets into the whys behind everything. But he’s more big business. I like to focus on the companies that are much, much smaller, that have the same luxuries that I did in terms of the interactions with their people, and I can speak to that obviously better. I’m not going to go into major companies and act like I know what I’m talking about. But the smaller companies that are really trying to get out of where they’re at or can sustain where they’re at, you know, that’s what that’s where my heart is. And so this 40 part series is all about hospitality and really fun stories and some major mishaps and some stupid mistakes that have been made over the years. You know, one of my favorite stories with that and this is going to be a part of the series, there was a couple that came into a restaurant that I was running at one point in time, and there was a courthouse right across the street and they were from another country. And so they had all of their family and friends come up from that country to celebrate with them. And we were going to be hosting their reception. So they got up to the window, apparently at the courthouse, and they said, I’m sorry, you just missed your deadline.

Leigh Ann Miller: [00:41:24] And it was like on a Friday. And so Saturday, Sunday weren’t going to happen and all their family and friends were going to be flying back and they specifically wanted a certain date. Some people are very date specific, lucky numbers, you know, family history, whatever it is. And so we decided at that point, we’re like, we’re not going to let this happen. So they were she was almost in tears. She threw away her bouquet. I watched her throw it in the trash. And so we ended up calling a regular guest who is an actual judge. We said, what are the odds of you actually coming up to the restaurant to marry this couple in the restaurant? And so we ended up sending people out to the local grocery store to buy flowers to build her another bouquet. We pulled her dad into my office and they said, Hey, listen, your daughter’s getting married today. He’s like, No, no, she’s not. You missed what happened. We’re like, No, no, we didn’t miss anything. This is what’s about to happen. A judge is about to walk up the stairs and marry your daughter today. And so to like finding moments of magic like that in a way to make an impact on people is the greatest thing that any of us can do. And, you know, we we we think so specifically to the hospitality industry being hotels, restaurants, you know, major event venues. But we forget that regardless of the business that you’re in, you’re in the hospitality industry.

Workplace Wisdom: [00:42:47] Yeah, well said. All right. If our listeners and I’m sure they will want to have a conversation with you or someone on your team or access some of this content that you’re creating for them. Let’s leave them with some contact points, whatever you feel like is appropriate, whether it’s email or websites or any of that kind of thing.

Leigh Ann Miller: [00:43:04] Sure. So I’ve recently gone up on a site called Learn Desk, which huge fan of anything from health and wellness to school to anything you can you can learn about on there. But it’s learned. Escort us and you can find my series there. Let’s be right. Or you can also put in my name Lee and Miller, and that will guide you to that. You can also, if you want. Emailed me directly, I’d be happy to receive your emails and its custom leadership at gmail.com.

Workplace Wisdom: [00:43:34] Fantastic. Well, it has been an absolute delight having you in the studio this afternoon, and we may need to do this again. Have kind of an update when you get on the other side of creating your your series. It might be fun to check in with you.

Leigh Ann Miller: [00:43:48] Yeah, I’d love to do that. Absolutely.

Workplace Wisdom: [00:43:51] All right. This is Stone Payton for our guest today, Liane Miller with Magic Learning Company and everyone here at the Business RadioX family saying we’ll see you next time on workplace wisdom.

Tagged With: Leigh Ann Miller

Darren Keeler With Shuckin’​ Shack Franchising

March 16, 2022 by Jacob Lapera

DarrenKeeler
Franchise Marketing Radio
Darren Keeler With Shuckin'​ Shack Franchising
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Brought To You By SeoSamba . . . Comprehensive, High Performing Marketing Solutions For Mature And Emerging Franchise Brands . . . To Supercharge Your Franchise Marketing, Go To seosamba.com.

shuckin-shack-logo

DarrenKeelerDarren Keeler, Vice President of Marketing & Creative at Shuckin’​ Shack Franchising, LLC

Darren handles the effective execution of social media ads, automated email campaigns, and print media ads. He provides emotional as well as marketing supports to maintain high morale system-wide. He creates and implements innovative franchise owner promotional directives provides small-detail support for soft and grand opening events.

Connect with Darren on LinkedIn.

This transcript is machine transcribed by Sonix

TRANSCRIPT

Intro: [00:00:07] Welcome to Franchise Marketing Radio, brought to you by SeoSamba Comprehensive, high performing marketing solutions for mature and emerging franchise brands to supercharge your franchise marketing. Go to SeoSamba.com that’s SeoSamba.com.

Lee Kantor: [00:00:32] Lee Kantor here, another episode of Franchise Marketing Radio, and this is going to be a good one today on the show, we have Darren Keeler and he is with Shuck and Shaq. Welcome, Darren.

Darren Keeler: [00:00:43] Thank you, Lee. Glad to be here.

Lee Kantor: [00:00:46] Well, I’m excited to learn what you’re up to before we get too far into things. Tell us about Shaq and Shaq.

Darren Keeler: [00:00:52] Do Shaq and Shaq Oyster Bar? We are a emerging franchise, we have 16 open locations right now, mainly on the East Coast. But this year we are officially going national. We are opening locations just outside of Chicago, in Naperville, Illinois, in the St. Louis area and then also in Mansfield, Texas. So twenty twenty two has been pretty good to us where we are officially crossing the Mississippi. We are a national brand now of, you know, a seafood restaurant that you go and slurp down a bunch of oysters, crab legs. Watch the game with a cold beer in hand with all your friends and family. We’re just a good shucking time.

Lee Kantor: [00:01:40] Now, was this expansion kind of organic or was this initiative that you aggressively were pursuing?

Darren Keeler: [00:01:49] It’s starting in twenty nineteen. We aggressively pursued going national with our franchise. We partner up with Rain Tree, our great friend of company. They have been awesome. So about 20 19. And then we had to take a break in 2020 with the pandemic, even though we we did open stores during the pandemic and which was amazing that a lot of brands really can’t say that. So we are super grateful for all of that. And then in twenty twenty one, the boosters really took off and we got off the ground and now we are, you know, full speed ahead going national.

Lee Kantor: [00:02:34] Now we’re here to talk about an exciting initiative that you guys are are kind of championing this this concept of a shack elite or tapping into this new college athlete trend of being able to work with them a little bit more intimately than historically that had been historically possible. Can you talk about how that came about and what it’s about?

Darren Keeler: [00:03:01] Yeah. So about a year ago or just under a year ago, the NCAA changed the rules for nil name, image and likeness for collegiate athletes before it was not legal for any brand or company to sponsor collegiate athletes, student athletes. And they changed the rules last year, where now brands and companies can sponsor these collegiate athletes. The rule change happened quick. It happened, kind of. The NCAA just said, Yep, we’re changing it. You could sponsor whoever you want from any college, any sport. And there was a big, a big kind of outcry of, yes, this is amazing, but how do we do it? And the past year has been a lot of companies and brands trying to figure out what this nil thing really is. And colleges are doing the same thing. This is brand new to everybody. But Shuck and Shaq is a, you know, a sports bar. We love going to Chuck and Jack and having a gold one, having amazing food while watching college football, college basketball. You know, we actually don’t even care what sport is on. If it’s college gymnastics, we’ll watch it at the shack. You know, it just fits in with our brand. So it was a no brainer to us when the NCAA changed the rules and we could start sponsoring collegiate athletes. We jumped all over. We partnered up with a company called Icon Source. They are amazing. They are. They are former collegiate athletes that after the run was over, they started this new company. And with the NCAA changing the rules for nil, their platform really blew up and they are emerging company. They’re just like us as an emerging brand and emerging franchise. So our partnership with Icon Source has been absolutely tremendous where we we started sponsoring these collegiate athletes.

Lee Kantor: [00:05:27] And then so what does that look like from the, you know, from the athlete side and what is the kind of the franchisee and the franchise or get from this relationship with these athletes?

Darren Keeler: [00:05:38] Do what we do is we sponsor collegiate athletes that are local to our shuck and sharks and Shake Shack franchisees, so let’s say a couple of weeks ago we just signed a lease. Bauer, who is a woman swimmer for the University of Florida, her hometown is Ocala, Florida, where we have a shark and shark location. So we sponsor collegiate athletes that have ties with our hometown or family members close to our locations, or they go to school close to one of our locations. So we when we sponsor these collegiate athletes, we use them as brand ambassadors. We send them apparel. We send them gift cards. They post on social media at the shuck and sharks at their local shark and sharks, and they get to know our owners, our staff. This is a great way to have almost like a grassroots local marketing campaign where college athletes range from 18 to 20 to 20 three, sometimes even up to twenty five. Now, with eligibility rules because of COVID, they could they could play for longer now. So with that, we’re hitting a whole demographic that we usually don’t organically hit. These college athletes are wearing our apparel around campus, and they’re bringing their teammates to Shuck and Shack now, which is awesome.

Lee Kantor: [00:07:25] And then this helps the athlete. It helps get the word out about the brand. It’s kind of a win win all the way around.

Darren Keeler: [00:07:33] Exactly, us, them, the collegiate athletes that are going to the shark and sharks and posting on social media that their their brand is awesome, is great for brand awareness and in return, we share all of their posts on our brand social media pages and all the PR that we have just to say, Hey, look at this college athlete, this local college athlete, look at everything they’re doing. And even if they’re not doing anything around the Chicken Shack brand, if they’re if they’re doing something in their community, if they’re volunteering somewhere, we’ll share that to say, Hey, they have, they share our culture. And these collegiate athletes are great brand ambassadors for Chuck Todd because of their character and what they do out in their community.

Lee Kantor: [00:08:30] Well, good stuff. Congratulations on taking the lead in this initiative. I mean, not many franchises have really tapped into this yet, and kudos for you for being innovative in this manner.

Darren Keeler: [00:08:43] Thanks. You know, the first one through the wall always gets bloody, so we’re still trying to figure out what this nial scope is going to turn into, what is it going to be? But we feel that we are doing it in a way that other brands, other companies aren’t really focusing on. We are going after kind of mid-level athletes. Their top performers in their sports. But when the Neal rule change happened, a lot of companies started going after the bigger athletes of marquee athletes and bigger schools. And we they were going after the top one hundred athletes nationwide to be brand ambassadors to sponsor them. We looked at it and you said there are a bunch of other smaller colleges around the nation, and these athletes are working their butts off to get to where they are and they’re amazing athletes on a women’s and men’s side that are totally forgotten. You know, there’s 10000 other athletes out there in the college sports world that have totally been forgotten and we just want to we want to show off what they have to offer.

Lee Kantor: [00:10:04] Good stuff. I mean, that should be commended. And you’re opening this up to a lot of folks that, like you said, would have been forgotten and they weren’t really benefiting from being the athlete they are and the sacrifices they’re making in that regard. Well, congratulations and congratulations to the continued growth of shock and Shaq. I mean, you really kind of growing despite the challenges that we’ve had. And, you know, it sounds like the sky’s the limit.

Darren Keeler: [00:10:32] Yeah, there’s no stopping us now.

Lee Kantor: [00:10:35] Now, if somebody wants to learn more, what’s the website?

Darren Keeler: [00:10:39] So for Shuck and Shack Athletics, you could go to the shucking shacks, shucking shack athletics. We have all the information on there with our program. And if you want to find out more about franchising, which I can check Oyster Bar, you could go to the shark contact.

Lee Kantor: [00:10:59] Good stuff. Well, Darren, thank you so much for sharing your story. You’re doing important work and we appreciate you.

Darren Keeler: [00:11:04] Thank you, Lee.

 

Tagged With: Darren Keeler

Cynthia Mills With The Leaders’ Haven

March 15, 2022 by Jacob Lapera

Cynthia Mills
Association Leadership Radio
Cynthia Mills With The Leaders' Haven
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the Leader's Haven

Cynthia MillsCynthia Mills founded The Leaders’ Haven to help leaders & teams go beyond business as usual & continuously transform, so they can fulfill their true calling & exceed the expectations of the people they serve.™ The consultancy partners with clients to align for impact & leverage results through strategy, governance, and leadership. The Leaders’ Haven serves associations, tax-exempt organizations, corporations, small, privately held, and family-owned businesses; and faith-based communities as a business strategist, board consultant, facilitator, leadership development catalyst, business & executive coach, succession planning & search Sherpa, change leadership guide, and speaker.

Nicknamed “The Board Whisperer™” and “Chief Experience Weaver™” by clients, Cynthia relishes transformational journeys and loves that moment when everyone sees their potential and commits!

A best-selling co-author of The Big Secret with Jack Canfield of “Chicken Soup for the Soul” renown, her chapter, Align for Impact, received an Editor’s Choice Award. She is also author of “CEOs First 90 Days: Breathing Tips for the Other End of the Fire Hose, The Leaders’ View: Strategy & Leadership Lessons Riding the Blue Ridge Parkway; The Empty Front Porch: Soul Sittin’ to Design Your porch to Porch Plan and is a featured author in five anthologies.

Cynthia holds an MA from the University of York, England as a Rotary International Ambassador Scholar and a dual BA from Queens College as a Presidential Scholar. An ASAE Academy of Leaders Awardee & Fellow, Cynthia served on the ASAE Board and Executive Committee, & ASAE’s for-profit subsidiary Board – ASBI, and was GSAE President. She was awarded the GSAE President’s & Clifford Clark Awards, the TCIA Chair’s Award twice, Outstanding Southeastern Association Executive and was elected as Fellows Chair by her peers. Cynthia is certified as a Master, Professional, & Christian Coach, & Association Executive and is an ASAE Career HQ Coach.

Connect with Cynthia on LinkedIn and follow The Leader’s Haven on Facebook.

What You’ll Learn In This Episode

  • The Transformational 2020s
  • How CEOs Lead & What Aspiring CEOs need to think about before saying yes
  • How Successful Boards & Volunteers are Engaging with Strategy and Thinking
  • What Staff Wishes Their CEOs and Boards Understood
  • How Saying No & Letting Go May Create the Strategic Breakthrough Needed
  • Leadership – associations’ opportunity to change the world one interaction at a time

This transcript is machine transcribed by Sonix

TRANSCRIPT

Intro: [00:00:00] Public broadcasting live from the Business RadioX Studios in Atlanta, Georgia, it’s time for association leadership radio. Now here’s your host

Lee Kantor: [00:00:16] Lee Kantor here, another episode of Association Leadership Radio, and I’m joined today with Cynthia Mills and she is with the leaders haven. Welcome, Cynthia.

Cynthia Mills: [00:00:28] Thank you so much, Leigh. It’s great to be with you today.

Lee Kantor: [00:00:31] Well, I’m excited to learn what you’re up to. Tell us a little bit about the leaders haven. How are you serving, folks?

Cynthia Mills: [00:00:37] Absolutely. Well, I put the leaders haven together. After about 20 years of serving in the CEO spot, I found that I really enjoyed working in the areas of strategy, governance and leadership, including executive coaching. And so my my work tends to go in those those three areas. But I also do a lot of book writing and I also do a lot of speaking and webinars and those sorts of things as well.

Lee Kantor: [00:01:02] So now when you say leaders Haven, what does that kind of mean?

Cynthia Mills: [00:01:09] Well, there is nothing more difficult, I think, particularly in the 2020s then being a leader, and I’m very pleased that we have people who are willing to step in to extraordinary variables in the transformational twenty twenties. And so I wanted to create a place where boards and individual leaders could feel like they could really explore the uncertainty of the times that that we’re in and to realize that there’s no playbook that we have the freedom to design into this experience that we’re in and to create possibility, but to do so in a way where people feel emboldened to do that and not overwhelmed by the environment we find ourselves in.

Lee Kantor: [00:01:52] Are you finding that leaders today are more open to? Sharing their vulnerabilities and their challenges with the group and then forming partnerships rather than saying, I am, you know, I’ve got this all figured out, just follow me. You know, I I have all the answers.

Cynthia Mills: [00:02:13] Yeah, I think the short answer to that is yes. In general, there’s certainly some who are struggling to to get comfortable with that. It’s certainly a very different leadership style than, you know, of decades before. What I’m finding is that leaders who understand their their roles really well and are allowing boards and staff to be able to play those roles well, be entrepreneurial and change leaders, but engage in this as learning organizations and not in the blame game. A pilot and test mentality As we begin to identify opportunities and and build more enterprise types of models, it’s really important to allow people to run with that. And that requires vulnerability and people being willing to say, Hey, these are the mistakes we learn. These are the the lessons that we learned out of that. Now we’re going to build in an even more bold way. And I think when we can get there and have that perspective from volunteers, boards and staff, we have an opportunity to do some pretty remarkable things right?

Lee Kantor: [00:03:23] And I think at the heart of that is that vulnerability, that ability to, like you said, to kind of test, learn and iterate rather than I know everything. And this is how it’s going to play out when everybody is really just taking educated guesses and we got to be OK with, you know, Mrs, because you can’t really, you know, find the edges unless you’re really pushing you. You can’t do tomorrow what you did yesterday and expect the same result.

Cynthia Mills: [00:03:54] Absolutely. And you know, one of the things that I had the opportunity to do in 19 end of nineteen was to speak before a number of CEOs. And I had put together what I usually use to sort of scare boards a little bit before strategy. And what I mean by that is it’s it’s not uncommon for leaders to be so focused on where they’re headed to not see a lot of other complex variables that are that are coming together. And I felt like that was part of what was happening at the end of twenty nineteen. And what fascinated me about it was after people said nice things, it was followed by one sentence and everybody said the same thing. You scared me to death. And what was interesting to me about that was that was before the COVID of the last couple of years before the elevation of social injustice, conversations to today’s levels and diversity, equity, inclusion and polarization to the level. We’re in those sorts of things. And so if we can have open conversations about all of those variables, be vulnerable about it, but also be respectful. I think one of the things that I find a lot of time is being spent on as people reach out to me as the is, how do I design those conversations, right? So so people may be open to being vulnerable. But by the same token, the expertize to design those conversations is something that I’m finding that that both seasoned and aspiring CEOs are really, really struggling with as well as boards. And so it’s one thing to say Let’s be vulnerable. It’s another thing to say, Well, how do we have the expertize to do that well and then come up with something that is also something we can execute on?

Lee Kantor: [00:05:40] But isn’t that an opportunity for consultants and people that have the kind of the outsider perspective with fresh eyes looking at something where they can help elegantly have these conversations with folks that may not have the skills that they do, and they can also take some of the heat and some of the pressure off of these boards and these people that are working in these organizations.

Cynthia Mills: [00:06:05] Oh, I think that’s absolutely true. And one of the things that the elements around that, you know, is this idea of what what people wish they were actually saying to each other. And so, you know, I hear things like the pace is not sustainable, and we talk a lot about the idea of, well, how do we put a reasonableness test in place when we’re in a design process where two or more are gathered, we can come up with things to do. But what are the most important strategic priorities that that we need to identify? And then how do we do that in a way where the pace is sustainable? And that is one of the places where someone from the outside can come in and bring that up as an issue, whereas, you know, that’s sometimes tougher for staffs or a CEO to say. Well, wait a minute, we we can’t just keep adding on. You know, and so I think what we have to do is be able to help them learn how to say no to some certain things, learn how to help them really create strategic breakthroughs by focusing priorities. And, as you said, taking a little bit of that heat so that at the end of that, we have really high structured strategic frameworks that people feel comfortable operating within. And then we’ve got all the people who have been engaged in the design, ready to go and work together. And if there’s anything that needs where he needs to be taken, that that’s left where the consultant was and not within the group of people that need to jointly execute together, right?

Lee Kantor: [00:07:39] And because that’s ultimately the goal of the consultant is to leave the organization in a better place. It doesn’t matter who takes the credit. You know, you’re just trying to help them get there.

Cynthia Mills: [00:07:50] Yeah. Being being a consultant is definitely not about taking credit. I think the thing that that thrills me the most is when people exceed their own expectations of themselves. There is nothing like that moment when you get to watch people own it and watch them get excited about the future they they have created. You know, I always think about if I can, if I can come along beside a group of people or an individual and help them with the ideas of how we build people, how we help them lead dynamics effectively and then align everything with strategy so that they’re exceeding those expectations. I’m a more than happy person and just thrilled to get to watch them fly as a result of that and thrive.

Lee Kantor: [00:08:38] Now is there a typical point of entry for you and your firm? Is there a pain that these organizations are having where your team is the logical solution?

Cynthia Mills: [00:08:48] Well, I would. I would answer your question by actually saying people come to me for a variety of reasons. You know, all of them around things like, how do we maximize our strategy? How do we use our resources? Well, how do we create the dynamics in governance that allow us to both design strategically and lead well? And then, you know, certainly how do we help staff teams to thrive? And so the leadership development around that, as well as helping them understand how to implement strategy and partner with boards? Those are certainly areas that that I think everyone is seeking. It’s that it’s that focused strategy with new models because our models are changing and our are needing to change. And then lastly, how how do we function well and in our careers really continue to build ourselves to to match the need that’s going forth. But sometimes that comes in as a strategy assignment requests. Sometimes it comes as an executive coaching. Sometimes it comes in as a Hey, can you come work with the leadership team? All of those are around. How do we build people, create dynamics and align strategy, you know, to thrive?

Lee Kantor: [00:10:02] But there are things that are happening in the organization that may be symptoms or breadcrumbs that are like, something’s amiss here. It’s time to get kind of another perspective.

Cynthia Mills: [00:10:14] Yeah, I think I think one of the things that I saw through the COVID experience was organizations that had really clear roles established between their board and their staff. Their board and CEO partnership was really, well intact, and that didn’t change because a crisis hit. They still allowed the CEO to see opportunities to fill gaps to to run with that inside of an overall strategic framework. You know, those organizations really continued to thrive and adjust to the crisis. The cracks were where there were political things that had always been in play and and that crisis situation exacerbated that. And so in those circumstances, you get you get brought in to either do conflict and negotiation management within groups or you’re you’re brought in to do more development around appropriate roles and communication and those sorts of things. And that’s certainly one one place that the experience of the last two years showed up things. And then I think secondly, we went through a strategic cause for a little while as people were doing crisis leadership. And so then there came another pain point, which was, Whoa, you know, we can’t continue to be on pause. We’ve got to accept the dynamics that are here and now we need to design strategy, knowing that there are a wide variety of variables that are continued to sort of bat us around. But we’re going to take control of that and take control of our destiny and be proactive, not reactive. And that that was another place where if you’re completely staying in the reactive mode, you’re going to need some help to shift your both your mindset as well as your practices into a more proactive. Approach and scenario approach going forward.

Lee Kantor: [00:12:01] So what’s your back story? How did you get involved in this type of leadership and working with organizations specifically?

Cynthia Mills: [00:12:08] Well, if you want if you want the real initial story. My mom called me 20, some 30 some years ago and said, There’s this job and it sounds like you. And and that’s how I actually wound up as the assistant executive director for the National Association of College Auxiliary Services. So I came straight in as the number two into a national organization and had an extraordinary mentor in the CEO there who was really behind me and my development. And I worked in a variety of organizations, you know, led six organizations C three, C four and and did that over like a say, a couple of decades and really realized that that my sweet spot was in the those areas around strategy, governance and people development. And so I decided that I had run businesses and I had reported to boards and partnered with strong staff and board teams. And I really wanted to be able to take all of those lessons learned and skills and be able to help more organizations than going from one organization to another at a time. And so I put all of the sort of track track and infrastructure in place, starting back in two thousand six and then in twenty fourteen end of that year, step full time into the leaders haven and have never looked back and have never been happier and considered a tremendous privilege to walk beside organizations as they as they find their future and make incredible contributions to our world.

Lee Kantor: [00:13:46] What trend excites you the most about these kind of associations and organizations?

Cynthia Mills: [00:13:53] I think that there was there was a NASA meeting a few years ago when I arrived and thought my word, it was like the page had been turned and the next generation had showed up in mass, you know, excited and hungry about leadership. And the Delp program that NASA had was was developing leaders. And it it it was that moment for me when I went, Wow, you know, all of the people that helped raise me up when I was at that space, you know, they were in later years in their career, and it just excited me so much to see how people were taking hold of designing both the profession and also being very excited about the contributions they wanted to make and leadership and all of these organizations. So I’m really excited to continue to watch how emerging professionals, young CEOs, aspiring C-suite leaders continue to develop both the profession and also make contributions that impact the world every day. So that’s the thing I’m most excited about and happy to support their their their work.

Lee Kantor: [00:15:11] Now is there anything that you could share with the listeners a piece of advice or something that’s actionable today that you think would kind of give a big impact for them tomorrow? Is there some action that they could take that can maybe at least open their mind to moving to a new level?

Cynthia Mills: [00:15:31] One of the most exciting things that I’ve watched being integrated into developing strategic framework is the idea of storytelling. And, you know, that’s certainly something I work with with clients on when we when we’re doing that, I like the model that Steve Denning developed. He says if you’re going to be a change leader, you have to be able to tell the story of the past. Y the past won’t work anymore, the story of the future and the bridging story between them. And I have found that clients who are utilizing that template to write that initial story think about the multiple audiences that they need to tell their story to and adjust the story based on that can can go tomorrow and do that without going through a new strategy exercise. But if they will do it more than once, they will find that the story gets refined. The clarity that that brings in boards and staff being able to communicate well with each other. And then for all of them to be ambassadors for what they believe in and what they’re trying to accomplish, I think is a critical skill set, but it’s also a discipline that you can return to to make sure that everyone has the same. Understandings of what you mean by mission, vision and strategy as an organization and align align your strategy with that story.

Lee Kantor: [00:17:05] Yeah, I think it’s really important for people to understand that true north, because like you said, there’s at the C-suite, they might think there is clarity and they may all be speaking the same language, but it may not be trickling down all the way to the volunteers and the kind of the boots on the ground.

Cynthia Mills: [00:17:24] Very, very true. And it can it can show up in something as simple as sending an email. And you think you’re being clear only you get something very different in the instructions and and I learned those sorts of things. The hard way is that communication is. And I mentioned earlier the idea of designing conversations. We have gotten to the point where we are so busy that our work can become, you know, checking off tasks instead of thinking about our communication and what we’re doing. I mean, we’re communicating whether we’re being intentional and purposeful about it or not. And so if we will take the time one interaction at a time to do that? Well, not only will we thrive in our organizations, but I truly think one interaction at a time that we can not only design meaningful work, but we can really change the world if we do that well.

Lee Kantor: [00:18:17] Yeah, if you can bring that level of mindfulness into every interaction, you know, whether it’s your job or your house, you can change the world, that’s for sure.

Cynthia Mills: [00:18:27] Absolutely. And you know, one of the things that I think we have to remember is, you know, leadership is really a moment by moment earned position and in its granted to you by others because of their belief, trust and evidence gathered that you have their best interests at heart. And I think sometimes we forget people are always gathering evidence and in in gathering that let’s have them gather the story and then the behaviors that support that story, that that ingrain in trust and everything in our organizations, which will in turn really help us have strong engagement and keep the momentum going. And all of us need that participation and excitement around our missions. And so I think that’s a critical leadership skill at this point,

Lee Kantor: [00:19:17] Right, to create that congruence where what you’re saying is matching what you’re doing is critical for that belief and to get the people to do that above and beyond that, you need them to do to reach the next level.

Cynthia Mills: [00:19:32] Absolutely. And and how how incredible it is to be able to watch that happen regardless of the environment around us. You know, we can either be reactive to our environment and get batted around like a ping pong ball or we can be proactive and take control of our destiny. And that’s what I love watching with boards and staffs and CEOs is is watching them take control of it and then just make things you never thought could have happened, occur. And if you can stay in that positivity, regardless of the environment, it’s pretty unstoppable.

Lee Kantor: [00:20:11] Now, do you mind sharing a story, maybe the kind of like you described earlier, maybe kind of the challenge they were having where you came on board to help them? And then, you know, maybe it’s around helping them dream bigger to help them get to a new level, like you said that they maybe not even could imagine.

Cynthia Mills: [00:20:31] Yeah, you know, I think the the interesting thing is the first thing one has to do is to give them permission. One of the the everybody walks into the room, figurative or literal and and they carry with them the experiences they’ve had, you know, of the past and one of the most powerful moments I had when I kind of had sort of a dull moment as a as a CEO was, I realized that the group that I was was leading in that way at the time, they weren’t process people. And so it didn’t matter what facilitator but I brought in. They didn’t want to engage in process and I had to help them, then subsequently let go of what their traditional thinking was around what strategic planning or building a framework looked like. And they then gave us permission, funnily enough, as staff to do the initial dreaming based on the expertize of that particular staff and to come back to them with the start of a framework. And you know, that’s that’s kind of backwards to what a lot of us get taught that we’re supposed to do in terms of how strategy gets built. But in that particular situation, that’s what that board really wanted to see happen. And we did. And. Is so exciting to watch them once we sort of gave each other the the opposite permissions to be something different to, to see what then happened when we all came together with these amazing ideas and the board wound up being emboldened to do something in that particular industry that at the time nobody would have ever imagined.

Cynthia Mills: [00:22:22] And they wound up putting a variety of accreditation and credentialing programs in place that fundamentally transformed that industry, and they even began to call it the transformation of the industry. And I was very privileged to be part of that and then got an opportunity later on to watch all of the words and the storytelling that we use to talk about where we were headed. Watched it all, then flood back to me a couple of years later and I realized they had owned it. And so that was a real lesson to me that I’ve carried into being a consultant that the first thing you need to do is really listen to the client and the participants around how they want to do work and to let go of traditional thinking about either roles or planning and those sorts of things in order for something new to show up in that space. And in that case, that organization has gone on long since I left and leveraged success over success, and it’s been a joy to watch them.

Lee Kantor: [00:23:27] Yeah, the impact is real. It’s amazing how, you know, kind of you were there when they needed you to be there and your impact really left the mark. I mean, that’s fantastic. Congratulations.

Cynthia Mills: [00:23:42] Well, thank you for saying that. Well, they’re still very dear in my heart and and and it’s just wonderful to get to to watch an organization take hold of a future that you know that they had a right to have, you know, and then step into it. And I think again, back to when I said, you know, I love watching people exceed their expectations of themselves. Unleashing that in in a group of leaders is is a real privilege and a real joy to me, right?

Lee Kantor: [00:24:11] And that’s and I think I really wish and hope more people are bold enough to dream bigger and to put things in place to aim higher and to partner with the right people. So you can kind of exceed expectations and go to places you didn’t even dream were possible.

Cynthia Mills: [00:24:29] Yeah, they’re very exciting people to to work with. And I think one of the things that that we have to remember in in this moment in time that we’re in is we we truly do get to design what comes next and nobody’s going to do it for us. And so we’re the ones that have to show up and say yes and and then take that on and then try, you know, we won’t always get it exactly exactly right. And that’s what adjusting and learning together is all about. And and that’s that’s not a bad thing. It’s a good thing to be able to continue to to build together, to learn together and to challenge each other in positive ways.

Lee Kantor: [00:25:10] Well, Cynthia, congratulations on all the success. If somebody wants to learn more, get a hold of you or your team. Is there a website they can go to?

Cynthia Mills: [00:25:19] Absolutely. It’s the leaders Haven leaders Haven.

Lee Kantor: [00:25:24] Cynthia M.. Our leaders Haven Dotcom. So THG Ltd., E.R.s, HIV, CNN.com. Thank you. All right. Cynthia Mills, thank you so much for sharing your story today. You’re doing important work and we appreciate you.

Cynthia Mills: [00:25:40] Thank you so much for the opportunity to be with you.

Lee Kantor: [00:25:43] All right, this is Lee Kantor. We’ll sail next time on association leadership radio.

Tagged With: Cynthia Mills, The Leaders' Haven

Cindy Rawlings with Captured Moments by Cindy, Giselle Williams with Staffordshire Home Advisors, and Bethany Nugent with BEATS

March 15, 2022 by Jacob Lapera

Women In Business
Women In Business
Cindy Rawlings with Captured Moments by Cindy, Giselle Williams with Staffordshire Home Advisors, and Bethany Nugent with BEATS
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This Episode is brought to you byAlpha and Omega

Cindy RawlingsCindy Rawlings, CEO and Owner at Captured Moments by Cindy, LLC

Animal lover and advocate, some of her best days are spent lazing around with a cat or dog (or two or three) next to, or on top of her. Bottle baby (neonatal) kittens who have lost their mama are a special focus of hers. Not a huge fan of coffee, but they had her at the word “latte.” Music speaks to her soul. “Pride & Prejudice” with Kiera Knightly is her absolute favorite movie. She would watch it every day if the men of the house would allow it. She really connects with Elizabeth Bennett in many ways, but the true connection is when she says, “…I dearly love to laugh.” Laughter exudes, brings, and spreads joy. It’s her favorite. Good humor, not at the expense of others, and funny people and animals bring her so much joy!

And then, there is her love for photography. Nature, families, babies…oh, how she loves babies! She loves to try new techniques and improve her skills, while continuing to focus on capturing their moments…the looks, connections, their heart overflowing in expressions and actions. Don’t forget laughter! It is not unusual for her to say something that gets an honest reaction or two from them and their family. Making connections with families, hearing their stories, and becoming a small part of their story, makes her heart sing.

Connect with Cindy on LinkedIn.

Giselle WilliamsGiselle Williams is in business development/Marketing at Staffordshire Home Advisors. Giselle oversees improving the organization’s market position, building key customer relationships, identifying business opportunities. Also, help manage existing clients and ensure they stay satisfied and positive.

Connect with Giselle on LinkedIn.

BethanyBethany Nugent, Owner at Bethany’s Equine and Aquatic Therapy Services (BEATS)

Bethany Nugent, MSPT, HPCS, is a licensed physical therapist and founder of Bethany’s Equine and Aquatic Therapy Services, Inc (BEATS). An equestrian and swimmer since childhood, she found a natural fit in combining her love of these activities with her career as a therapist. Bethany has been practicing hippotherapy and aquatic therapy since graduating from the Master’s program at Ithaca College in New York in 1995. In August 2001 she earned the title of Hippotherapy Clinical Specialist. Bethany is the founder of the Georgia Hippotherapy Club, an organization that promotes education and networking among therapists practicing hippotherapy in Georgia. She is the Georgia state liaison to the American Hippotherapy Association, a Certified Therapeutic Riding Instructor, and a classifier for disabled riders. She is also an associate faculty member of the American Hippotherapy Association.  She is married to Michael Butler and they have a daughter, Macayla and a son, Ethan.

Connect with Bethany on LinkedIn.

 

This transcript is machine transcribed by Sonix

TRANSCRIPT

Intro: [00:00:07] Broadcasting live from the Business RadioX Studios in Woodstock, Georgia. Welcome to women in business where we Celebrate influential Women making a difference in our community. Now here’s your host.

Lori Kennedy: [00:00:29] Hello, this is Laurie Kennedy, and I’m your host today for women in business, powered by Business RadioX Stone Payton, our producer is also in the studio with us today and we are grateful to have you tuned in today. We are interviewing Cindy Rollins with captured moments by Cindy. Bethany Nugent from Beats and Giselle Williams from Staffordshire Home Advisors. So welcome everyone. We are so glad you’re here. The first thing I want to know is just to tell us about your business, how long you’ve been in business, how you got started, what you do, that sort of thing. Cindy, I am going to start with you. Why don’t you tell us about your business, what you do, how long you’ve been in business and that sort of thing?

Cindy Rawlings: [00:01:15] So I am a photographer that specializes in maternity, newborn and family photography. I’ve been in business for about four years, and I just love connecting with families and helping them celebrate those special moments.

Lori Kennedy: [00:01:30] That is amazing, Bethany. What about you? Tell us about your business.

Bethany Nugent: [00:01:35] I’m a physical therapist and I founded Beats in 2003. We started taking on clients. We originally were focused on fundraising and educating the public about our services. But then we started taking on clients in 2008. So that’s when we started. And our company provides physical therapy, occupational therapy for children with special needs, using horses and horse movement. And we also provide adaptive writing and we are the host of the Cherokee County Special Olympics team.

Lori Kennedy: [00:02:05] That is amazing stuff. Thank you for sharing that, Giselle, what about you?

Giselle Williams: [00:02:09] Well, we are a home inspection company and I am the marketer of home inspections, and it really blends good with for me because I love meeting people, building relationships, and that’s what has gotten us where we’re at right now and we’ve been in business five years.

Lori Kennedy: [00:02:25] Ok, great. So what made you, Jozo? What made you go into this particular line of business, like what captured your heart in reference to exactly what you guys do?

Giselle Williams: [00:02:39] Well, we we we used to own a nutritional company, and Glenn was a little burnt out for all the things FDA, and he said, I don’t know what I’m going to do next. Every home that we owned. We gutted it out and fix it up ourselves. So he knew about everything, every component of the house. I said, Glen, why don’t you do home inspections? You’re very thorough. You’re very detailed. And he looked at me and he goes, You’re right. So he went ahead and got certified. And then since then we’ve been we’d never looked back. We enjoy it. We love helping people, which is when somebody’s buying a home, that’s one of their biggest purchases and he’s very detail of what he does. And he loves doing, helping, informing people about the status of the home they’re buying. That helps them make a decision. So serving people is what we love.

Lori Kennedy: [00:03:33] Awesome. Thanks to sell. Bethany, what about you? What made you like? This is a very unique space within, you know, physical therapy. What made you move toward horses?

Bethany Nugent: [00:03:47] Well, it’s funny. I actually decided to be a pet when I was six. Believe it or not, I was reading stories about kids with disabilities. Lori Brightman and Louis Braille, Helen Keller and a relative of mine who’s a physical therapist, suggested it. And that was just that. I decided then got through college about three quarters away through college, and I was a little bored in college. You learn a lot about orthopedics and geriatrics and weren’t areas I was thinking I’d go into. And at my last clinical, second to last clinical, I was at a facility that was on 900 acres and had horses, had a pool, had cabins where the clients lived. And my mom happened to see an article about therapists starting to use horses as a treatment strategy. And I wrote all my life. So I thought that sounded cool and I went and I mentored with somebody. And it was the the time where the light bulb went off in my head with all the academic stuff that I had learned and putting it together, and it just made sense to me. I watched the clients the difference between the clients in a clinical situation versus at the pool or on a horse, and how hard they worked, not knowing they were working hard. And it was just that was it. And so when I came up to Georgia, I sought out starting such a company.

Lori Kennedy: [00:04:59] Wow, that’s really. I love that you get to do your heart’s desire in a way that is uniquely specific to the way you’re wired. That’s awesome. Cindy, what about you, babe?

Cindy Rawlings: [00:05:12] So I love nature. So I started with a camera taking pictures of, you know, God’s glory, and friends started asking me, Hey, will you do my pictures? Will you do my family’s pictures? And I was like, No, I don’t know. I don’t know what I’m doing. I don’t know what to do. And they kept they were persistent, and so I started doing that and I found that I loved capturing who they are as a family, their connection with each other. And I decided this is what I want to do. And then I sprung it on my husband. And he said, OK, and I said, by the way, I want to do maternity and newborns. And he said, Oh, OK. And so that’s that’s how I got started. I love being able to connect with moms and families, you know, during a time where emotions are all over the place, you know, uncertainty, excitement, terrified and just being able to help them focus on the joy of the moment and just the beauty.

Lori Kennedy: [00:06:17] Yeah. Didn’t you open a studio recently?

Cindy Rawlings: [00:06:19] I did. I have a studio in my home, in the basement, in Canton, Georgia, and I just, I love it. It’s exactly how I wanted it. And it’s amazing. Yeah.

Lori Kennedy: [00:06:31] How long did you have to like? How long did that take to put that together exactly the way you wanted it?

Cindy Rawlings: [00:06:37] It took about three months for the builder to come in and get everything taken care of, and there were specs that I wanted and he was like, You want to watch it? And I’m like, I’ll get you a picture.

Lori Kennedy: [00:06:50] Pinterest was your best friend, right?

Cindy Rawlings: [00:06:52] And other photographers, you know, we learn from other people within our industry, you know, on ways that we can streamline things. And so, yeah,

Lori Kennedy: [00:07:02] Giselle, how how is how does who you are as a person reflect in what you do?

Giselle Williams: [00:07:11] Wow, that’s a great question. Basically, I love people, so what I do reflects on what I bring to people, other people in, whatever, helping them out because I’m about helping other people. So what I do, it’s really reflects who I am.

Lori Kennedy: [00:07:33] Well, how do you use your influence in the community by serving? Awesome. Give us some examples of where you serve,

Giselle Williams: [00:07:42] When I serve, like like, let’s say, I don’t know if you’ve ever heard of a Dominick’s.

Lori Kennedy: [00:07:48] Oh yes, the yes, he has a food truck.

Giselle Williams: [00:07:50] Yeah. Intermissions. Yeah. Helping them even helping any other business person grow their business with coming up with ideas on how to do better. Now that I’ve been in business for so long, I can be an influence to them as well. Hey, you could do this better. You could do it this way. And I have so many people come to me and ask me for, you know, advice and they run with it, and that makes me really happy. Helping others that way in their community.

Lori Kennedy: [00:08:18] That’s awesome, Bethany. What about you? How do you use your influence in the community?

Bethany Nugent: [00:08:23] Well, we set up these as a nonprofit so that we could scholarship kids who could not afford services. So I think that’s the biggest thing is that and networking with other agencies to just provide services and things that are special needs, community need. So we try and fill in any gaps or support them in any way we can.

Lori Kennedy: [00:08:42] Ok, awesome. What about you? Cindy, how do you use your influence in the community?

Cindy Rawlings: [00:08:48] So I love serving, I love serving moms, but I also love working with local nonprofits to help when moms need a session, but they can’t afford it. I love working with those nonprofits to make it happen. I fully believe that no matter where you are in life, that you should be able to have pictures of your loved ones. I also love helping others. It’s not unusual for people to ask me, so I’m I’m thinking about doing this, and I just don’t know about the whole marketing thing and where to start. And I’m like, Oh, let me help you. So I always love giving nuggets and helping other people be able to realize their dreams.

Lori Kennedy: [00:09:37] Yeah, I met with you when we were working on some marketing stuff, and you have great ideas and you’re really good at it. Thank you. Yeah, it’s really another arm of your business that is specific. Like, not a lot of people just are naturally gifted there, and you definitely are. Thank you. So what makes your life, Bethany? What makes your life significant and how does that affect and feed into your work?

Bethany Nugent: [00:10:08] I mean, the most significant thing is seeing the changes of our kids. I get a lot of first steps, first of things that kids are doing and seeing the parents pride and stuff and just knowing that I was part of it, my team was part of it. What we created was part of it is the biggest thing.

Lori Kennedy: [00:10:22] I would love an example or a story or something that you can give us.

Bethany Nugent: [00:10:27] We have a little boy who came in, Gosh, I think he’s been with us for three years now. But when he first came in, he was walking with a walker. He has a neuro neurologic condition, but it’s not diagnosed yet, and he was able to walk with a walker. But it was a little tipsy and he just such a hard worker, very supportive family, all the right ingredients and the use of the horse. He was a perfect example of why it works, and it was only about two months into that that he was not only walking with his walker, but we started taking that away and giving him crutches and and moving him along. And his family was so happy with his progress, they asked if he could come twice a week if he could change his clinic to us. And at the time I said, No, I didn’t feel like, you know, I like the kids to have a lot of resources and I didn’t want to limit that. But then COVID hit, and most of the clinic therapists went to telehealth, and because we were outdoors, we took all precautions and saw anybody who wanted to be seen. And so he started coming twice a week, and the progress he made just coming in twice a week was just phenomenal. He can walk a little bit here and there with nothing. He can walk very easily with just one crutch holding stuff in his hand, walking along, chatting. The difference in him is is unbelievable and I still see him twice a week. In fact, he’s my first client when we’re done here and I can’t wait to see him every time.

Lori Kennedy: [00:11:50] Oh, that is awesome. I I get it like I get if you have to balance yourself on top of a horse and that definitely will increase your ability to balance yourself when you’re you’re walking to it.

Bethany Nugent: [00:12:02] And the horse is so powerful because the rhythmic movement, the constant rhythmic movement for the time they’re on the horse affects their whole system. So as a physical therapist, I’m looking at their walking, I’m looking at their running and looking for those physical needs. But we get parents reports of all sorts of things they see progress with when they’ve been doing their status quo therapy for a few years. They’re recommended to us. They start and within a couple of weeks they’re doing other things. I had one mom, it was crazy, she goes, he hasn’t eaten chicken nuggets in years and he started eating chicken nuggets. And the only change was you now. Can I prove that the hypnotherapy caused him to eat chicken? But it was the only change. So the parents start reporting us all these things that change in their kids and stuff. So it’s not just my area of physical therapy, but seeing the changes. I’ve had a lot of first words, even though I’m not the speech therapist. They just they want that horse to go. They’re going to say something. So I see that a lot.

Lori Kennedy: [00:12:55] That’s awesome. All right. So I’m going to ask this of all of you. I will start with you, Bethany, who is in your household.

Bethany Nugent: [00:13:03] I have two wonderful children, my daughter, Mikayla, 17, she works for our company and she attends Woodstock High School and my son is 15. He also goes to Woodstock High School as a freshman there. And then my husband, Mike, who’s a graphic designer.

Lori Kennedy: [00:13:17] Ok, awesome. What about you? Miss Cindy?

Cindy Rawlings: [00:13:19] So my husband, Kurt and then my son Jonathan, he is 17. My daughter has moved out, but she’s 20. She’s Jade. And then we have two dogs, three cats and a hamster.

Bethany Nugent: [00:13:31] Ok, I’ve got four dogs and 10 cats.

Cindy Rawlings: [00:13:34] You got me.

Bethany Nugent: [00:13:35] I didn’t mention them. Should I mention that

Cindy Rawlings: [00:13:37] I’m coming to play at your

Lori Kennedy: [00:13:38] Place? You kind of have a whole farm, though, right? Well, we have a farm.

Bethany Nugent: [00:13:41] So no, no, we don’t live at our farm. We live in a three bedroom house. But people tend to drop animals. Fit our farm, so we tend to get attracted to them.

Lori Kennedy: [00:13:51] Got it, Gisella, who’s in your household?

Giselle Williams: [00:13:53] My household is Glen, me and my four four legged babies. Ludovic, Tito and Lola.

Lori Kennedy: [00:14:02] So you have 16 legs between them? Yes. Ok. My mouth was very fast. Awesome. Well, can you tell me, Cindi about a mistake that you’ve made in your business and what you learned from it?

Cindy Rawlings: [00:14:18] So I would say a mistake that I made is in the beginning comparing myself to others and allowing uncertainty to hold me back. So now I just I stay in my lane. I do what I want to do and I execute. And if it’s a flop, then it’s a flop and I learn from it. But it’s not me allowing my perception of other people holding me back.

Lori Kennedy: [00:14:45] Yeah, I love that. Basically, it comes down to fear, you know, walking through that fear. That is awesome. And I love it, and I wrote it down because I want to be reminded of it. What about you, Bethany?

Bethany Nugent: [00:14:58] Oh, there’s so many. I think the biggest mistake I’ve made and continue to make is just taking on too much, trying to do too much of it myself, not delegating. Not I don’t want to say not surrounding myself. I’ve tried to surround myself, but not allowing people to help me when I need help. So, yeah, that’s the biggest thing. I recently was in a session or about to start a session, and I was tending to my three or four different things at the same time. And the dad was just like, You’re you’re doing too much. You just need to focus on what you do best and and treat the kids. And I was like, I would love to, but who else would do the rest? And so he very graciously has put together a new board for us. So I’m learning. I’m hoping that that board will expand and grow and take over some of those responsibilities. So it’s still a work in progress.

Lori Kennedy: [00:15:49] But yeah, wow. Awesome. Ok, what about you, Giselle

Giselle Williams: [00:15:53] Taking on everything? When we first started, like the social media, the networking, everything that you have to learn in the home inspection business, it’s not just going to a home inspection, you have to learn everything. So I was doing the social media, the networking. I was like, Oh my God, I’m getting burned out. So we had to hire somebody else to do our social media for the first six months. That way, everything could balance out, and it was overwhelming. And I just I said I was about to say, I’m quitting. I’m not doing this anymore. I think it’s just more like taking on too much. You just have to learn how to delegate.

Lori Kennedy: [00:16:31] Yeah, yeah, for sure. What are the greatest challenges that you’re facing now as a business or an industry

Giselle Williams: [00:16:37] Right now with the market the way it is, it’s like we get booked and then oil. The deal didn’t go through because somebody else offered more money than my client. So we are booked, but only with new construction. That’s what’s been going on right now. But we have agents or people call us. I need to have today due diligence. Do you think you can do it? Yeah, of course we can do it. But they come and they didn’t get. They don’t get the deal because somebody else offered more. Those are one of the challenges we’re facing right now with real estate.

Lori Kennedy: [00:17:10] Yeah, it is. I think that I think we’re in a unique situation with real estate market overall right now. So I think I hope that’s a temporary challenge for you and not a long term one, for sure. Bethany, what about you?

Bethany Nugent: [00:17:27] I think as a therapy industry has our biggest challenge is insurance, specifically with our special niche of using horses. There’s a lot of primary insurance as we’re still educating on what we do there, using some very outdated material to list us as an exclusion. And then so a lot of our kids are built in Medicaid and Medicaid itself as a pretty hefty process of every six month reporting and stuff, which I’d love to see changed as a nonprofit. The work, we’re starting to come out of it and hopefully this year will be better. But the last couple of years people haven’t wanted to gather. So just doing fundraisers and trying to think of new and unique fundraisers that didn’t involve people being near each other and stuff or whatnot just having that support. So we didn’t lose too much during COVID on clientele, but we have struggled to to get those fundraisers going back.

Lori Kennedy: [00:18:21] So what are some of the fundraisers that you do?

Bethany Nugent: [00:18:24] We’ve had in the past a fundraiser every year at a brewery. Usually that’s just the location, and at the brewing event, we do a silent auction and we do a cash raffle or something like that. We’ve done a haunted house in the past. That was really fun. The community loved. It really felt like it was going to start to take off. But then the founder or the guy who does the haunted house himself went into the. Army so that that ended last year. Oh no, so, yeah, so we were kicking around a couple ideas, I don’t want to mention them yet, but what the board and I have talked about a couple ideas. We will probably still do a 5K. We started a 5K last year was our first one. We did two of them last year and kind of jumped right into it. There wasn’t enough planning and stuff yet they were still moderately successful, so we’re hoping to continue that. So we do have that planned for August.

Lori Kennedy: [00:19:17] Where are you located?

Bethany Nugent: [00:19:19] The barn is located in Canton, right? Yeah, right off of Arbor Hill.

Lori Kennedy: [00:19:25] Ok. Awesome. Cindy, what are the greatest challenges you are facing now as a business or industry?

Cindy Rawlings: [00:19:32] So as a business piggybacking on what Giselle was talking about, about being a one man show? I’m a one woman show at this point, so trying to figure out what I could delegate out. It’s not the, you know, capturing pictures because I love that. I love connecting with the families. It’s not the editing because I love bringing what I see and what I’ve captured into what I wanted to create. It’s not the marketing, because who’s going to present me in my marketing? So just trying to figure out what what I’m willing to let go. And yeah, and then I have all these ideas that I want to execute, and I just have to find the time being a full time mom, full time photographer and then executing all the the set ideas and everything.

Lori Kennedy: [00:20:29] So how do you get clients?

Cindy Rawlings: [00:20:33] I would say ninety five percent of my business is word of mouth. So, for instance, have been doing sneak peeks this week of a gorgeous mom, and I’ve had multiple people reach out to me because she’s like, Oh my gosh, look, look at my pictures. These are so awesome. And so people are like, Oh, I’ve seen Ashley’s pictures. You’ve done such a great job. I want to. I want to connect. And so, yeah, about word of mouth

Lori Kennedy: [00:20:59] And what is a typical week for you as far as how many sessions that you get to do?

Cindy Rawlings: [00:21:07] So it ranges. Usually, I average about two sessions a week, but it can be five or six, which is a bit overwhelming for me. Again, one woman show.

Lori Kennedy: [00:21:18] Right? Yeah. How long does editing take?

Cindy Rawlings: [00:21:21] Typically, so if you if you shoot for an hour, you can usually take that and multiply by three, and that’s what you can expect to be your editing time. However, there are times when it’s longer or shorter, just depending on what the setting was. And you know, if it’s a baby that has, like severe acne, then that’s going to really bog you down in a good way because you’re still focusing on the beautiful baby, but removing the acne and everything is, you know, extra steps.

Lori Kennedy: [00:21:52] Gotcha. Ok? How do you get clients, Bethany?

Bethany Nugent: [00:21:56] Most of the time, through family word of mouth, the families who come to us talk at other therapy sessions and stuff, or at school or whatnot. Sometimes it’s therapists who have had a child and just want something different, either instead of or attitude. Most of the time it’ll be added to and will work side by side with another therapist. Not literally but figuratively, just supporting their plan of care and adding to it.

Lori Kennedy: [00:22:21] And you said something about Special Olympics. Tell us about what that looks like.

Bethany Nugent: [00:22:27] Special Olympics? Well, they just moved it last year. So it’s local. It’s at Will’s Park. It’ll be Memorial Day weekend, the Friday and Saturday, and teams of the last couple of years have been tough. Last year there was only a couple of teams there the year before they canceled, so it’s building back up to what it used to be. Right now, I believe there’s eight teams confirmed to be there. The kids compete in showmanship where they lead the horse through a pattern equity nation, where they’re judged on how they look and how they sit on the horse and control the horse trail where they go through obstacles. And then the our favorite class is called unified partners. And it’s where you have two athletes paired with two partner riders, and they do it to musical a musical number.

Lori Kennedy: [00:23:11] Oh, that sounds like that would be fun to watch.

Bethany Nugent: [00:23:13] We’ve always we’re known for kind of going all out. So I’m not disclosing our theme this year because other teams know how hard we work to make it super spectacular for our kids. But we go for full props and scenery and excite excitement factor for the audience as well. Ok. And the kids really get into it, but they can’t wait to practice their musical numbers every week.

Lori Kennedy: [00:23:37] Oh, that is awesome. That sounds like so much fun. So Giselle, how do you get your clients

Giselle Williams: [00:23:44] By word of mouth building? Relationship networking people that use us in the past refers to our families, and we stay pretty busy all week.

Lori Kennedy: [00:23:54] And you partner with people in the community as well, like real estate agents and that sort of thing. Do you want to tell us about that

Giselle Williams: [00:24:00] Little real estate agents and also closing attorneys and also mortgage lenders? We get a lot of referral from mortgage lenders, but our best referral partner is a realtor. Those are like our direct referral partners and they referrals to other centers, referrals to other realtors as well. So it’s about, you know, trust and they like us would do a great job.

Lori Kennedy: [00:24:29] And so you have some common goals with some people in the community, and I see that you’re on the front of the town later this month. Tell us about your common goals and how that works

Giselle Williams: [00:24:40] Is about doing a great, awesome inspection. That way, the client is satisfied. Those are common goals. When you have a good realtor beside you, make sure that you know you do a great inspection. They’re happy, you bring everything to light that it’s needed to be known and that’s how we serve.

Lori Kennedy: [00:25:04] Awesome. All right. So Cindy, what are some misconceptions about your industry?

Cindy Rawlings: [00:25:11] We’re too expensive. Sometimes people are a little bit shocked by the the price tag and what they need to understand is people in my niche are educated. We spend a lot of time making sure that we understand what the what needs to happen in order for mom and baby to be safe. In fact, this year so far I’ve completed twenty four hours of education just this year, so just making sure that they’re they’re OK and they’re enjoying our time together, but really, it’s more about their safety.

Lori Kennedy: [00:25:54] Yeah. Wow. Ok, Bethany, what are some misconceptions about your industry

Bethany Nugent: [00:26:00] On the therapy end with using a horse? A lot of people don’t understand that there is a science behind it. There’s a lot of research behind it and they think, Oh, we can just put a kid on a horse and route around, and that’s what they’re doing. And that’s the problem we have with insurance is not understanding very specifically that we’re looking at. We analyze the horse’s movements, so we know every horse in our barn, what movement they give. We match their size, their temperament, their movement to the children. And then what we do while the child is on the horse is specific to their needs. Also, there’s not regulation in the sense that there’s no mandatory education, so if any physical therapist can use a horse, but if they haven’t gone to the courses learned, then it’s just buyer beware. You know, it’s kind of you need to know your therapists, know their background, their education, and that they’re doing things not only in a way that’ll be beneficial clinically, but also safety.

Lori Kennedy: [00:26:56] Yeah, it’s a lot to think of because I also you also need people to do things like clean out stalls and feed horses, which would be atypical for, you know, a physical therapist inside of a building doing something more.

Bethany Nugent: [00:27:11] Every time I pick up a pile of poop in the ring, I think how many of my classmates getting their master’s degree are picking up poop right now as they’re working for the main barn? We have other staff that do that. But yes, during a session, yes. If it’s in our way, I’ll go over and pick it up. And yeah, I didn’t. I didn’t need my pet training for that.

Lori Kennedy: [00:27:29] But for sure, what are some misconceptions about your industry?

Giselle Williams: [00:27:35] Just so would be we’re generalists. We know a little bit about everything. That’s what home inspectors do. We will if there’s evidence of mold, we’ll know that. But we’re not mold inspectors. We don’t look behind walls. Some people might think that, look, we don’t. We don’t look behind walls because we can’t tear out a wall and basically just being thorough with the little things that you can visible things that we can test. That’s basically

Lori Kennedy: [00:28:06] Just all. You had mentioned something earlier about how you like to help other business owners and that are just starting out and that sort of thing. So who who are your mentors and or are you being mentored and are you? How are you mentoring others?

Giselle Williams: [00:28:20] Well, when we first started, I got a mentor in our industry, but this person that mentored us knows all about, you know, it’s like more like a whole, a business mentor for our business. But I can mentor other things, other people through what I learned. So if it’s marketing, I learned a lot of marketing how to be a good marketer like social media. So if somebody starting a business, I can help you with that because, you know, and I got great ideas on that.

Lori Kennedy: [00:28:49] Yeah, because you’ve been through it, I’ve been through it. So are you still actively being mentored?

Giselle Williams: [00:28:55] Every time.

Lori Kennedy: [00:28:55] Yeah, OK. And then you take an active role in mentoring others as well.

Giselle Williams: [00:28:59] And I love mentoring others, like empowering other people that are about to give up like, Oh, I don’t know if I can do. Yes, you can. Don’t give up. That’s your head telling you that you can’t, but you can.

Lori Kennedy: [00:29:10] Exactly. Yeah, I think we have a mutual friend who was considering changing industries, and I feel like you were a key element in pushing her into opening that business again and moving back into that other industry.

Giselle Williams: [00:29:26] That’s right.

Lori Kennedy: [00:29:28] Yes. Yes, I see you as that for sure. Bethany, are you being mentored and are you mentoring others and what does that look like?

Bethany Nugent: [00:29:37] I actually have an intern right now, so I have contracts with about six universities throughout the country who send DPT students doctoral students for their last or second to last clinical time. So I have a student right now. I do that throughout the year. I’ve been on the faculty, but it required a lot of traveling, which I wasn’t at a point in my life to do. So I felt like this was a better match for me to be here in my home and teaching others. And I frequently mentor and mentor with other agencies in the area that provide similar services of the same service. I’m usually helping them with a therapy I. Respect, and they’re helping me more with the business and what’s worked for them and stuff.

Lori Kennedy: [00:30:17] Ok, awesome. What about you? Miss Cindy?

Cindy Rawlings: [00:30:19] So I have a couple of mentors. I have one that is specific to photography and then I have one that’s more specific towards business. And then I have a couple of photographers that come to me asking me questions, Well, how did you do this? How do I make this work? And how can I get, you know, my marketing up to par?

Lori Kennedy: [00:30:39] And so I feel like in your industry there would definitely there may be in all industries, but in your industry, there would definitely be like a group of people that are available to connect with to find out about different kinds of, you know, how did you focus this or what lens did you use for that or whatever is, is that something that you’ve found is available?

Cindy Rawlings: [00:31:03] There are so many Facebook groups full of photographers. Hey, I’ve got this family of 15 three littles, a couple of teens, mom, dad, grandma, grandpa. How do I pose these people and what kind of settings would you use? And blah blah blah and people just come in and they’re like, Here, here’s an example of one that I did, and I use these settings and blah blah blah blah blah. And so it’s really cool because you can learn on the fly if you feel stuck.

Lori Kennedy: [00:31:30] Yeah, that’s awesome. So Giselle, this question is for you because I think out of all of us here, you’re well besides me, but you are the only one that’s a husband, wife business. Yes. Yes. Ok. So how do you divide your duties out? And you’ve kind of mentioned this, but do you go crawling around in crawl spaces to girl?

Giselle Williams: [00:31:53] I do not go to crawl spaces. I stay in my lane. When we first started this business, I said, Glenn, you’re not going to be going to doing marketing and doing home inspections. It’s not going to work because we’re not going to be successful. Let us be successful by you focusing on what you know, what to do and what I know and what I know and like doing, which is marketing, building relationships. I do go with him sometimes if I’m going to videotape something, film something that he’s doing to post it on our social media. That’s the only time I’m going to go with him. But other than that, I stay in my lane and he stays in his eye.

Lori Kennedy: [00:32:31] Probably makes for a happy marriage. Your husband was in business about 20 years before I started jumping in and trying to help with marketing. And yeah, it took us a minute to try to figure out how to work together without killing each other. So, Bethany, tell us what Beats is an acronym? Yes. Yes. Tell us what that stands for.

Bethany Nugent: [00:32:53] It’s Bethany’s equine and aquatic therapy services. So we provide physical and occupational therapy, but our specialties are using the horse and using water.

Lori Kennedy: [00:33:02] Ok, so we haven’t talked at all about the water. Tell us about the water.

Bethany Nugent: [00:33:05] The water offers a whole different medium for therapy. Because water provides buoyancy, it provides resistance. So there’s different activities you can do in the water, especially with kids who aren’t walking yet. The water help gives you basically support to help them walk and stuff. And right now we have a contract out of the Cherokee Aquatic Center in Texas. Our therapists, however, is in residency for the year, so we don’t have that service right this second. And we’re probably looking for a therapist to take it over because she wants to focus on the horses when she comes back to.

Lori Kennedy: [00:33:37] Yeah, I guess in my mind, I’m seeing the horses swimming, but that’s not.

Bethany Nugent: [00:33:41] No, no, no, nobody’s swimming. We just use the water as a medium for for our services and and I love it when I first graduate. Well, when I was at that internship, my last clinical, I had the option of a pool. And so and I was a swimmer all my life too. So those two things just went together. And that’s where I saw we put parallel bars in the pool and worked in there, and it was just a great environment. But I learned very quickly up here that I can’t I can’t do them both. I don’t have both on the same site. It’s not really feasible. So Beats is much more known for the use of horses, not just for therapy, but for our recreational program and everything. So.

Lori Kennedy: [00:34:20] All right. Awesome. Understood. So what motivates or inspires you, other kids?

Bethany Nugent: [00:34:25] The kids is every day. The kids, I mean everything to. I mean, I work. I every child takes three volunteers. I meet some fantastic people who are giving their time to be a part of this and and hearing their stories. Why they volunteer varies greatly. And there have been some really inspiring stories out of my own volunteers and why they want to be a part of this. And then the horses, you know, the horses, just the horses that we accept in our program. We vet out very strongly and they they have a quality that, you know, they love what they’re doing. Not all horses do love what we do. So we’ve had to turn away a few. But yeah, the ones that love it, love it. And to see the session come together with a horse that looks happy. And is being well cared for, some of them have been rescued as well, so that’s always, you know, in the back of our minds that look where this horse came from and now they’re doing this for this child and then seeing the team around them and and what they’re giving is just very powerful.

Lori Kennedy: [00:35:27] How do you find your volunteers?

Bethany Nugent: [00:35:30] A lot of social media, again, word of mouth. Our volunteers love coming out. I have volunteers. I had one one woman who was with us for 16 years. Every week I’ve got another guy who’s every other week, but he’s been with me since the day we started.

Lori Kennedy: [00:35:42] So what is a volunteer commitment look like? Typically, most

Bethany Nugent: [00:35:45] Of our volunteers come in for two hours a week. They’ll they’ll help with two sessions back to back, getting the horses ready or getting the equipment ready. Walking alongside the horse or leading the horse if they’re qualified and then switching that all out to another kid. And then that’s it. So that’s what I’d say 90 percent of our volunteers do. And then, of course, we always have volunteers helping with projects and fundraisers and events and stuff.

Lori Kennedy: [00:36:08] Ok, what am I? What motivates or inspires you, Cindy?

Cindy Rawlings: [00:36:13] So I’m a silver lining kind of girl. So no matter the situation, I always try to find the joy. And so when I see moms who are going through their pregnancy and they’re not feeling well, they’re like my ankles are swollen. I’m a big fat whale, blah blah blah blah blah. You know this, this, this this. And I’m like, But what you’re doing is so amazing and it’s a miracle. And so I love bringing joy to them and allowing them to see what we see when we look at them versus what they see when they look at themselves. It’s often the case is when they get their gallery, there’s tears. They’re like, Oh my gosh, you know, because they totally don’t see what we see. I I just I love the connection between people too. I will sit and watch people all the time. I love watching the connection. You know, mom brushes the hair back from baby’s forehead and I’m like, Oh, that’s love. You know, and so I love capturing that connection.

Lori Kennedy: [00:37:26] That’s awesome. Chazelle, what motivates or inspires you?

Giselle Williams: [00:37:29] What motivates me is that I’m able to help my husband grow his business, and we’re working towards a common goal right now, which is growing it, which has been really hard right now because what we spoke about earlier, not a lot, a lot, a lot of inspections are being canceled and we’re trying to grow our company. And our fear is like if we bring somebody on to work with us, is there going to be a lot of work? But what helps me like motivates me is that I’m being able to help him accomplish his goals, just helping my family.

Lori Kennedy: [00:38:04] Yeah, I love that. Any of you can speak out to this. Do you have a message that is for women specifically?

Giselle Williams: [00:38:13] Just don’t give up. If your mind is telling you, I shouldn’t be doing this, why did I get into this? Keep on going. It will flourish. It will flourish, I promise you.

Lori Kennedy: [00:38:26] Anyone else?

Bethany Nugent: [00:38:27] I think in my she’s just that women can do whatever they want to. I mean, there’s really no I mean my my industry is completely female dominated as far as the therapy aspect, but as far as the bar in care goes, a lot of people think, Oh, that’s you know, we’re lugging around, you know, 50 60 pound bales of hay and 50 pound bales of feed and managing horses and all this stuff. But most of the people at my barn are also female and we can handle it.

Lori Kennedy: [00:38:52] It’s awesome.

Cindy Rawlings: [00:38:55] I think if you have a dream, you owe it to yourself to give it a shot. I had a name for my company for two years before I actually executed. So yeah,

Lori Kennedy: [00:39:07] That is great. Ok, we are going to go into the final question here. And Cindy, I’m going to start with you. How can others get in touch with you, with you and your business?

Cindy Rawlings: [00:39:21] You can visit my website. Ww w see moments dot me. It has my contact information. It has all my pricing and all the different styles of photography that I do.

Bethany Nugent: [00:39:37] Our website is probably best as well. It’s W-w-what Beats Inc Dawg, so it’s Beats Hyphen in Seaborg.

Giselle Williams: [00:39:46] You can go to our website WW Dot, Staffy, S.T.A.R. Fly Home.

Lori Kennedy: [00:39:53] Great. Well, thank you ladies for being on here. Is there anything that you want to leave us with today? Ok, then I am going to leave us with this. I want to remind you to keep learning and growing, so thank you for joining us today on women in business powered by Business RadioX until next time.

Angela M. Baptiste With INspire

March 15, 2022 by Jacob Lapera

inspire
Coach The Coach
Angela M. Baptiste With INspire
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AngelaM.BaptisteAngela Baptiste, MBA has been a leader in the field of Business-to-Business Sales Operations in the Telecommunications Industry for the past 26 years winning several coveted awards in her field.

Recognizing the desire that people had for uplifting, inspirational and motivational content after transitioning from the corporate world, she got certified as Speaker, Coach and Trainer with the John Maxwell Team and began her independent business, INspire as a way to positively influence, inspire and empower others in her community.

Angela’s main focus is providing strategic supports to businesses and individuals such as organizational leadership, team building, change management, equitable practices and personal growth and development.

Angela enjoys being a part of the lives of others and desires for them to be successful, providing workshops, training, coaching and constructive feedback to ensure they never cease to pursue their dreams and set tangible goals and objectives. She is passionate about maintaining a positive mindset and lives by the mantra, “whatever you feed grows”

Angela helps her clients become better leaders, be intentional with their growth plan, increase their self-awareness, be accountable, build their confidence, and shun their limiting beliefs, establish goals, make strategic plans, identify and eliminate barriers, and when she’s not running her business and training leaders enjoys traveling the world, reading books and gardening.

Connect with Angela on LinkedIn and follow INspire on Facebook.

What You’ll Learn In This Episode

  • About INspire
  • Growth and development

This transcript is machine transcribed by Sonix

TRANSCRIPT

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

Lee Kantor: [00:00:33] Lee Kantor here, another episode of Coach the Coach Radio, and this is going to be a good one today on the show, we have Angela Baptiste and she is with Inspire. Welcome, Angela.

Angela M. Baptiste: [00:00:44] Oh, pleasure to be here. Lee, thanks for inviting me.

Lee Kantor: [00:00:47] Well, I’m excited to learn what you’re up to. Tell us a little bit about Inspire. How are you serving, folks?

Angela M. Baptiste: [00:00:53] Ok, well, I. My desire is to help them become their best selves, right? And I work with the individual as well as the business and so that they can grow to be better communicators, better leaders, better able to resolve conflicts, identifying their profile. I offer the disc behavioral analysis as well, so I’m doing various things to uplift and make people feel better about themselves, especially in this society as we know it.

Lee Kantor: [00:01:33] Now, are you working with a certain type of person? Is there a niche that you serve or is this just kind of all comers here, any person that wants to become the better of them?

Angela M. Baptiste: [00:01:44] Well, my niche is a small to medium business from five to five hundred.

Lee Kantor: [00:01:52] So then those leaders that are running those companies, what is kind of the pain that they’re having where they’re like, You know what? We should contact Angela and her team. What is it that they’re struggling with?

Angela M. Baptiste: [00:02:06] I think a big part of it is wanting to let their employees know how much they’re their their care right and also getting them focused on growth and development. That’s the big piece of it. Also, believe it or not, communication and teamwork, those are some real nail biters for employees.

Lee Kantor: [00:02:31] And that and is there a kind of some symptoms that this is showing itself to the person and they may not be aware that they’re in kind of a rut or they need help? Is there some clues that maybe they can be on the look look out for to say, You know what? Maybe things aren’t going as well as they could be?

Angela M. Baptiste: [00:02:48] Well, definitely a big part of that. You know, in any organization you want to be able to meet your, your, your, your, your goals and if your team’s not working together, they’re not cohesive and not meeting their objectives. That’s one of the tellers, right? So there could be conflicts not communicating well, not being able to resolve or meet project goals, stuff like that.

Lee Kantor: [00:03:20] So now what’s your back story? How did you get involved in coaching had you have you been a coach for a long time?

Angela M. Baptiste: [00:03:27] Well, I worked in corporate America for over twenty five years. My last role was in operations where I was focused on inspiring and motivating employees so that they’re able to perform at their best. And that was through positive encouragement and incentive initiatives and identifying opportunities so that they could expand or shift course in order to take advantage of changes in the market. Once I left that, they, my organization, decided that they were getting rid of the corporate structure and in moving from each local department to just two, I decided I didn’t want to move. They were asking me to go to Texas and I’m like, No, I’m not going to move. So I just decided, OK, why don’t I do what I’ve been doing for you guys, for myself? And that’s how I branched out into working for myself, doing pretty similar things that I normally did in the training environment, just focusing on the growth and development piece of it and leadership. So that’s the short story of how I decided to just do what I was doing previously for the corporate world, for myself.

Lee Kantor: [00:04:48] Now, as part of that transition from being an employee to being an entrepreneur, you decided to partner with the John Maxwell team. Can you talk about the decision that it was to partner with John Maxwell and his team, as opposed to just being Angela, who has a wealth of knowledge in the business world? And rather than go it alone, why did you decide to partner with the Maxwell team?

Angela M. Baptiste: [00:05:14] Oh, sure, great question. I explored different options, right? Because I’m a growth and development junkie, so I was going through Les Brown. I was Tony Robinson who was one of my great teachers. I’m still a part of his inner circle. Right, but he was a little different from me. I’m very faith focused. So John Maxwell was a great fit for me when I was doing the exploration on who I was wanting to partner. You know, they have the certifications, right? And I wanted to do this. If I’m going to do it right, I want to be certified and they have good content as well, which I was able to use. So once I explored that, I decided, OK, John Maxwell was a great fit. And so that’s why I went with him and it’s been great choice. I love working and partnering with John. He has such great content on, you know, becoming a person of influence, leadership, communication, you know, the growth and development peace he talks about. He has this book, The 15 Laws The 15 Invaluable Laws of Personal Growth, which I use a lot. So that partnership just was the right one for me.

Lee Kantor: [00:06:36] And then when you invested in that and decided to get certified, has that really made an impact in your practice?

Angela M. Baptiste: [00:06:44] Oh, yes, it definitely has. You know, just the love and care that John exhibits. I do that the same for my clients, and I’ve been able to travel not only to different country, but also within the United States. We do, and I’ve been working on the Change Your World, one of his latest book, Change Your World. I’ve done several transformation classes on that and also we were able to travel to Dominican Republic to transform that country. We’re supposed to be going back this year again, and so just it’s just been phenomenal

Lee Kantor: [00:07:27] Now for you. What has been the most rewarding part of this transition from employer to entrepreneur? Has anything happen that you can share that has kind of left a mark?

Angela M. Baptiste: [00:07:39] Oh, it’s just so many different things, just seeing the light bulb go off in people’s eyes, you know, and it’s not like I’m doing anything extra special, right? It’s because being a coach means it’s not about me, it’s about that individual and the power that that person have within them to solve their own issues, right? It’s just really just asking those right questions. And so when you ask the right questions and that big ha ha moment comes into that individual’s eyes and you can see, Oh wow, why didn’t I even recognize this prior? So that has been really impactful for me, just making a difference in the lives of others. And I just simply showing them how much we care and how much we want for them to become their best selves, and it’s just really serving. For me, it’s a big part of serving because so many times before you even become my client, I’m already serving you, you know?

Lee Kantor: [00:08:41] Now, was it difficult for you, just the mindset shift from being an employee where you were the one rolling up your sleeves and doing the work to being a coach where you’re helping guide other people in your, you’re kind of asking questions and encouraging them, but they’re they have to do the work. Was that hard where you can say, Oh man, if they would just do this, they’d be getting so much better. But just I’ll do this for you and then we can skip this step. But is that was that a difficult transition? Because I would imagine for some people, that would be hard.

Angela M. Baptiste: [00:09:15] Well, you know, it’s retraining, right? So I had to retrain my brain because most of the times in my corporate role, I worked with sales representatives, right? And I was coming up with all the processes and all the the everything to make their lives better, right? And sensitizing, you know, giving them the incentives that I think would help them. And, you know, just working with them. As you said, I was doing the work for them and pretty much designing the programs and the processes and everything for them. Well, now this is different. So retraining my brain that it’s not about what Angela wants or what I think would be best for them, but what that person sees as what, because their goals might be different from what I see for them, right? So it’s whatever their goals are and what they want to achieve, what they value, it could be both within their work, their relationships, their spiritual, you know, whatever it is that they see as best for themselves, then that’s what I’m partnering with them for so that they can achieve. So it was definitely a mindset shift not about working with others and telling them because that’s what mentorship is right? And I’m not being a mentor to them. I’m actually being a coach. So that’s the difference between what a mentor does. The matter tells you, OK, this is what you should do, whatever based on my success. But coaching is totally different is pulling that from within that person.

Lee Kantor: [00:10:53] Now for the is there any advice you can give to a coaches out there that are just starting out, maybe one strategy that has fueled your growth? Is there one thing you’ve done that has been very effective in helping you grow?

Angela M. Baptiste: [00:11:08] Oh, definitely. Number one, having powerful mentors and have a coach needs to have a coach for themselves, right? So I have a mentor who speaks into my life and not only one, but several several. So I’m a part of a mentorship program where I have several mentors who speak into my life and I’m able to learn from. I also have a coach who coaches me and as well as listening deeply, and that’s something else that you have to learn as well, because most times we listen on the periphery. But in order for us to really be able to help our clients, I had to learn to listen really well and listen deeply and intently so that I’m not thinking about what my next question is. I’m listening to my client and on my coach. And then it just flows based on what they’re saying. Then I could ask them a question and totally pulled whatever it is that we need to get out of that particular session. So those three things have totally helped me to become a better and I keep growing. But those are the three things that definitely has been helping me so far.

Lee Kantor: [00:12:29] Well, congratulations on all the success. If there is somebody out there that wants to learn more about you and your practice. Is there a website?

Angela M. Baptiste: [00:12:37] Oh, definitely. My website is. And I’ll tell you that really quick. It is.

Lee Kantor: [00:12:50] Inspires.

Angela M. Baptiste: [00:12:52] Yes. So it’s. S colon and then it’s backslash, backslash, WW dot inspires dot shop.

Lee Kantor: [00:13:03] Right. I and Aspire R e s s h o p.

Angela M. Baptiste: [00:13:09] That’s correct.

Lee Kantor: [00:13:10] Well, Angela, thank you so much for sharing your story today. You’re doing such important work and we appreciate you.

Angela M. Baptiste: [00:13:17] Ok, thank you for having me, and I really appreciate it. I also just wanted to share with you that I also have a book out. It’s called Walking and Winning with Jesus every day, and it’s it’s definitely on Amazon.

Lee Kantor: [00:13:32] Good stuff. Well, thank you again for sharing your story.

Angela M. Baptiste: [00:13:35] Ok? You have a great day.

Lee Kantor: [00:13:37] All right, this is Lee Kantor. We’ll see you next time on Coach the Coach radio.

 

Tagged With: Angela M Baptiste, B, inspire

Alex Reffett With East Paces Group

March 15, 2022 by Jacob Lapera

AlexReffett
Atlanta Business Radio
Alex Reffett With East Paces Group
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AlexReffettAlex Reffett is a principal and co-founder of the East Paces Group. Alex brings overa decade of experience in developing customized financial plans and investmentstrategies for high-net-worth families and individuals. His passion is helping clients navigate life-changing events such as transitioning into retirement, or the sale of a business with clarity and thoughtful planning.

As a Georgia native, Alex enjoys rock climbing, golfing, woodworking, and organizing outdoor hikes and trips for the Atlanta Outdoor Club where he volunteers as a trip leader.

Alex also serves as CFO for Releash Atlanta — a local non-profit which focuses on rescuing dogs from high-kill animal shelters and placing them in permanent loving homes. Over the past few years, this organization has facilitated the adoption of over 1,000 dogs into successful placements in families.

Connect with Alex on LinkedIn and follow East Paces Group on LinkedIn.

What You’ll Learn In This Episode

  • The Benefits of Financial Advisors Joining an Independent Advisor Network
  • Resources for Independent Advisor Network advisors
  • The biggest obstacle Americans will be facing financially in the future

This transcript is machine transcribed by Sonix

TRANSCRIPT

Intro: [00:00:04] Broadcasting live from the Business RadioX Studios in Atlanta, Georgia. It’s time for Atlanta Business Radio brought to you by on pay Atlanta’s new standard in payroll. Now here’s your host

Lee Kantor: [00:00:24] Lee Kantor here another episode of Atlanta Business Radio and this is going to be a good one today on the show, we have Alex Reffett with East Paces group. Welcome, Alex. Thank you for having me. Well, I’m excited to learn what you’re up to. Tell us a little bit about East Paces group. How are you serving folk?

Alex Reffett: [00:00:43] Yeah, yeah. So we are we’re an independent wealth management firm, so we’re we’re primarily focused on helping people figure out where to put their money, which is a constant challenge in the world we’re living in.

Lee Kantor: [00:00:55] So what’s your back story? How’d you get involved in being a financial advisor?

Alex Reffett: [00:01:01] So I was one of the, I guess you can say, the lucky ones or unlucky ones that always knew it’s what I wanted to do. I figured it out pretty early on when I was in college and, you know, taking pretty technical derivatives classes and, you know, options trading and things like that. And, you know, kind of, as a kid, wanted to always had the dream of going up to Wall Street. And then I heard back from a few people that lived that life. And it wasn’t wasn’t all the glamor it seemed to be. So I just wanted something that was really I felt like my skill set was actually going to help people and have some sort of intrinsic value to it. So I kind of discover the world of wealth management, and it’s been on a one track road ever since, you know, I got my licenses while I was still in college and got some of my first clients, actually while I was still in college. And it always was with an independent Firmino, never with a big wire houses, which was, I guess, I’m finding out, pretty unique and added it’s challenges for sure. But it gave me a different look into what the industry could look like going forward.

Lee Kantor: [00:02:05] Now, can you explain to the listener the difference between maybe some of these larger firms that you see on, you know, stadiums or on commercials and then an independent firm? Because not every financial advisor or wealth management is like, you know, picking stocks or picking investment, they’re kind of salespeople that are that other people are kind of doing that kind of work, the the choosing of what where the investments go.

Alex Reffett: [00:02:34] No doubt. You know, if anyone is thinking that they’re their advisors operating on an island or a if they are, that’s probably something to be concerned about. But for the most part, you’re exactly right. You know, the the advisers, especially in the large kind of household name, you know, stadium branded type banks are are really focused on sales. I mean, they’re they’ve got their client relationships and their people. But what they’re doing is they’re they’re selling their their firm’s products to their client and that can, you know, obviously there’s a wide variety of people out there, a wide variety of ethical disparities between individuals. So, you know, the experience may be greatly different. You can have a great financial advisor at at a large bank, but there’s just a lot of layers and mess with that. That is not really something that I felt like was necessary. And I guess that’s kind of the core of why I believe in the independence basis because, you know, whether or not you know, some of those things can be good or bad if used correctly is is up for possible argument. But what’s I don’t think up for argument is what’s necessary to help a client manage their money is much, much simpler and more straightforward than all the complexity of the products the big banks try to try to add to the mix.

Lee Kantor: [00:04:08] Now, can you talk a little bit about your vision by becoming independent and owning your own firm, rather than kind of be part of these larger institutional entities? What were you kind of trying to accomplish and what did you see that was possible?

Alex Reffett: [00:04:28] Sure. Well, there’s you know, when you look at what clients need, you know what kind of the basics of a wealth management firm, what they need to provide their clients, one is portfolio management. You know, they’ve got to figure out where to actually invest the money. What makes sense, you know, have a have a team that is everything from research to implementation of of just seeing what’s out there in the world and what we need to be participating in and what we need to be staying away from. So you got the investment component and then you have the planning component, you know, you want to figure out, you know, yeah, you can invest in a great portfolio that runs out the years. But if you don’t have a plan for how you’re going to spend your money, you know, whether it’s, say, business liquidity event, where you’re selling the company, that was your cash flow for years. And I’ve got a lump sum and you’ve got to figure out how much to take every year or Social Security planning or, you know, just a general saved in a 401k for, you know, three or four decades. And now I’m going to spend that money that I’ve saved. There’s a lot of complexity that comes with that planning. So, you know, having those two things really buttoned up and dialed in was is the core of what we needed to create, you know, an investment process, an investment management process and a financial planning process. So, you know, fortunately, it kind of worked out well with my two partners. Each are kind of experts in those individual realms.

Alex Reffett: [00:06:00] So it created a great team to kick off the company and be able to offer that. But but kind of looking forward, you know, my the reason I believe the independent space is so important for that is, you know, when you talk, take the investment management process, for instance. I mean, you know, what are you trying to accomplish? You know, if it’s a the best asset allocation with the lowest possible cost, which is what I believe is best? Or, you know, do you want to take the strategy that many others have taken in the past of, you know, layering funds, you know, funds or funds sometimes to try to get the most possible performance out, but just, you know, adding a lot of fees to the bottom line for that client and in ways that they may not even see or understand. And that’s that’s what I was definitely trying to avoid expensive kind of mutual fund type strategies that were kind of so commonplace. And I was also trying to avoid, you know, proprietary strategies, you know, we don’t have any of our own funds here. So that really allows us to organically look out at the world and say what’s best for our clients and just go find it as opposed to trying to sell anything of our own. I mean, we we don’t have any funds of our own. It’s just we’re kind of looking at what what’s out there and the tens of thousands of options that are out there and what’s the most bang for the buck?

Lee Kantor: [00:07:24] Now, because there are so many options out there, how do you kind of create a portfolio that makes sense for like an individual because everybody has their own risk tolerance, their own goals? And some people are in an accumulating stage. Some people are in the D accumulating stage. How do you kind of cater to the individuality that every client probably desires, at least. Maybe that’s not some kind of reasonable, but maybe that, but that is what they desire, something that is customized to their unique situation.

Alex Reffett: [00:08:02] Sure. No, that’s a great question. I’d say it’s probably one of the most common ones, too. And and what I’ve always kind of pushed back on a little bit is, you know, everybody is different, but in a lot of ways people are the same. You know, that’s where I think people have a maybe a bit of a misunderstanding of their own anecdotal experience and thinking that it’s very unique. I mean, in reality, most people do want a lot of the same things. They want to they want to retire with enough money to be able to live the life they’ve been living without having to stress about running out of money. I mean, that’s the basic objective. You know, that people have, you know, a lot of similarity in business owners, you know, that are looking to have some liquidity event sell their business. Will that lump sum they got to replace the income they’ve been getting? So there are similarities, but you’re totally right that there’s different phases of life and different temperaments as well. I mean, that’s that’s really the places where people differ is you’ve got different age groups and phases in life and then you’ve got different emotional temperaments for how much you can weather risk. So those we definitely take to play. And when we’re figuring out how to invest a client’s money, we’re the main thing that I consider, I think, is probably 90 percent of the objective. Is there a time horizon, you know, the period that they’re investing in the purpose that they’re investing for? You know, if they’re 30 years old and they’re, you know, their life doesn’t always go to plan.

Alex Reffett: [00:09:29] But, you know, if it does, you’re kind of thinking save them for 30 or so years to accumulate and then distribute that money the next 30 years of your life. Then you certainly want to invest in a portfolio that will grow to meet those needs, which would be very different from the the 70 year old who has, you know, money beyond their needs and just wants to preserve it, not not wake up in the middle of the night, worried about what the market’s doing and just has a different both financial need and emotional need. So but but in general, I think people are more similar than they they think, you know, we’ve got a, you know, most of our clients that are in, say, the 30 to 35 range or are pretty similar in what they’re trying to accomplish. So although there may be some nuances to the way we invest their money. You know, one may have a legacy holding in a stock there, their parent bottom 20 years ago, they want to hang on to or something like that. But but philosophically, you know, most 30 to 35 year olds, we would have a similar portfolio for and most 70 to 75 year olds. We’d have a somewhat similar strategy. But you know, the the disparities at that point are usually just based off their temperament. Some people are very, very risk averse and others are not so.

Lee Kantor: [00:10:48] Now, when it comes to the risk in any investment, how do you manage that? Because a lot of people might say they’re, you know, I’m risk averse, but you know, when the market punches you in the face, then you know, that becomes a true, true marker. You know, they can say, I’m risk averse, but you know, when the market tanks, are you getting a call from them saying, what’s going on? You know that they may not be as risk averse as they as they think they are.

Alex Reffett: [00:11:23] You nailed it. I mean, yeah, I don’t I don’t even know what I can add to that because you said that perfectly. I mean, there’s a, you know, a lot of what we do as well as behavioral counseling. I mean, I know that’s kind of been an industry of an industry term that’s popped up over the past, you know, five to 10 years. But but truly, I mean, you’re trying to educate clients because what they’re understanding of risk and what the realities of risk are a lot of times is different because there are many types of risk. You know, that’s what people think is just risk. They just call it one thing, but it’s really, really subdivided. I mean, there’s all types of risk. And just kind of a simple example is, you know, when you talk about market risk, which is what they’re usually kind of referring to is what’s the risk of the market going down? And they’ll say, we’re losing all your money. You know, it’s like an 08 09, which is what the Great Recession of our of our generation. You know, if. What did it take to lose money in that environment because the markets, you know, twofold that’s peaked before that even happened. So it’s not as if, you know, if you if you didn’t have to take money out and you were properly positioned, you know, so many people tell me they lost a bunch of money in 08 09. And I always try to ask them why, you know, why don’t you lose money? And sometimes it’s awful situation. You know, they they got sick.

Alex Reffett: [00:12:48] Or, you know, I’ve heard some horror stories of, you know, had to sell the house and, you know, I had a family issue and it was just horrible timing. I mean, of course, that, you know, I lost my job. I didn’t expect it to have a job for two or three or four years. I mean, there’s obviously terrible stories, but for the most part, if you if you plan for the worst of times, you get through those things and you don’t, your portfolio goes down. But when you’re talking about risk, it’s just important to figure out what risk is because is your risk losing money or is the risk needing to spend money when the market’s in a correction because they’re not the same thing? You know, if you talk about, you know, what are the odds that during a market recession that a company like, you know, Apple or Delta or, you know, just a big house, Procter & Gamble, you know, something like that? I mean, what? What are the chances that they’re going to have some negative effects in a broad market correction? I mean, they’re pretty high. But what’s your chance of losing all of your money in that investment? I mean, that’s a much different. I’m not saying that’s a the answer zero, but but it’s a much different answer. So it’s just important to when people think of risk. I really try to coach them and understanding what what the risk is and the only risk I think people need to worry about is is running out of money by having a bad financial plan.

Lee Kantor: [00:14:12] Right. And I think that that’s one of the challenges in your work and in this industry as a whole is they don’t ring a bell when the markets are too high, they don’t ring a bell when the markets had too low and they don’t ring a bell when your time is up on this planet. You know, these are a lot of unknowns and there’s a lot of variables. And it’s, you know, for the layperson who isn’t like, you’re you live in this world every day. You can see historical trends and you understand the history of the market and the American economy and things like that. And then those you feel comfortable in that history and knowledge. Whereas a layperson, I think those are overwhelming unknowns and it’s hard to plan when there is a lot that’s out of your control.

Alex Reffett: [00:14:59] That’s that’s true and it’s interesting to, you know, what certain people respond to. You know, there’s a you know, you take, say, COVID last year. I mean, a lot of people don’t realize because it happened so quickly, but that was the sharpest market drop in history. I mean, you throw the Great Depression in the 20s, 2008, 2009. Nothing even came close to that. I think it was 37 percent or so within six weeks. I mean, that was just an insanely quick and market drop. But people, I feel like for the most part, understood why it was happening. And surprisingly, you know, very few clients really negatively responded or got very concerned about that, you know, because for the most part, you got to think of what people are thinking about, you know, they’re thinking about, they’re not able to go into work and their kids aren’t can’t go into school or new mask mandates and quarantines. And you know, that’s where their heads out. They’re not thinking about their four one k, just because what they’re dealing with in front of them is so much kind of more more consuming. So it’s been interesting to see. And then at the same time, you know, when, when nothing’s really going on and everything’s cruising along. But the Fed hikes interest rates a little bit and the market responds negatively to it. You’ll get more calls about that than COVID. So, you know, it’s interesting to see what people respond to, but it’s usually based out of emotion. But but you’re totally right. I mean, if you live in the industry, you see this day to day, you’re staring at it. You kind of have a general grasp of why things are happening and what’s normal and what’s not. It’s a little bit easier to digest than just getting a statement in the mail that for some money, looks like it. It evaporated.

Lee Kantor: [00:16:41] Yeah, I think that it’s interesting. I think from a generational standpoint, like my parents lived through the Great Depression and that left a mark. Obviously, you know, people that you mentioned 2008, that left a mark, Covid’s going to leave a mark. But the people who are investing nowadays, I think, are lulled into this bull market that’s been going on for so long. I don’t know if they have the memory or the knowledge of history of the market that the Great Depression left where you’re talking about, you know, kind of lost decades of pain when it comes to finances and they’re in a kind of mental state of this is, you know. It’s always trending up. You know, it’s everything’s going to be good and, you know, it’s just a matter. Oh, that’s a blip, you know? But when the market dropped, like you said that that dramatically over that period of time, I think inherently people are optimistic and they were like, Oh, this, so this is just going to bounce back. It’s obvious it’s COVID and this is going to go away shortly. And I just don’t know how resilient we’re going to be if something more dramatic happens.

Alex Reffett: [00:17:53] Bill, you’re you’re absolutely right, and that’s you know, you said you said something that I it’s something I agree with and that I think people, they just misinterpret a lot of times you said, you know these these certain times in history where things have been really tough and haven’t, you know, markets have gone sideways or had these recessionary periods that have been really tough on people, you know, left a mark and it does leave a mark. But but my I just urge people to for that mark to be not a not a reminder of fear, but to be a lesson, you know? You know, there’s lessons to be learned from, from things that happened. And the biggest lesson is not to prevent it from happening in the future. Again, because you can’t do that. I mean, there’s no way to bring an individual to prevent a recession from occurring in the future. I mean, we’re going to see those. I don’t know what’s going to cause them, but something’s going to cause the next five recessions over the next, however many years. You know, in our lifetime. But but there are lessons to be learned in the context of how do you build something that’s resilient to where you don’t have to sell the aggressive parts of your portfolio, for instance, in a down market, you know there are ways to create strategies that are that are representative of of what could go wrong. You know, there’s not a, you know, nobody has a crystal ball to perfectly predict exactly the best way to hedge a future volatile period. But but there are sensible approaches.

Alex Reffett: [00:19:27] And that’s really the core of what we do in trying to figure out, OK, where where are the risks? Do you personally? What are what are you worried about? What period? How long of a of a of a length and recession could we survive if markets really, really didn’t cooperate? You know, how many years do you need to feel comfortable with? You know, is it three years? It’s a five years. Is it 10 years? And then we can build a portfolio that that that has that in it? You know, something where if you go through a 10 year recession, you know you’ve got a bucket to draw your needs out for 10 years and then the rest, you know, unless you think the recession is going to last longer than a decade. We can we can have a little bit more of a growth strategy to it. So I mean, everybody is different in that regard. But, you know, I just urge people to for that to be a lesson learned. You know, when in 08, which was the biggest recession of, you know, our modern lifetimes for all of these generations? I mean, I was I was studying finance during that time. You know, there were people that obviously were close to retirement during that time, but that’s the biggest example. How many years did it take to recover from that? The market, I mean, you know, it’s about five years. So, you know, let that be a lesson. You know, if that happens again, have six years to wear and then you should be able to sleep at night.

Lee Kantor: [00:20:44] Right. Well, I think this is why it’s so important to find a financial advisor to partner with because as a layperson, you just can’t. It’s hard enough to live life and your own life with your own worries and your own business, your own challenges. And then to layer this on top of it, this this is a full time job, and I think it requires a trusted advisor, financial advisor to help you through this because you need someone watching your back. And that’s why I think it’s critically important to have a partner like this on your team because the lay person, unless this is all they’re doing. Twenty four seven is going to have a hard time navigating rough waters when they come.

Alex Reffett: [00:21:28] Yeah, no, you’re totally right. And just to add to that as well, I think taking the emotion out of it is one thing that helps. I mean, it’s not just a partner that’s doing it full time, which is obviously has its value and, you know, strategically speaking and hopefully as a huge benefit on that level. But but just someone who isn’t looking at their money like their nest egg and overly protective of it, you know, to a degree that can become a little bit irrational. And that goes for us, too. I mean, I much prefer personally other people too, and I know the industry well. I still like, you know, bouncing ideas off my partners for my own personal money because, you know, you can just you have this weird, you know, there’s just as humans, we have this defensiveness and this protectiveness to the our money naturally, which isn’t a bad thing. But in certain cases, when times get tough and decisions become tough, it’s good to have someone that can kind of take the emotion out of it and be a bit of a counselor and just an emotional resource to you

Lee Kantor: [00:22:28] Now in your practice. Do you have a niche that you serve or is it kind of, you know, wealthy families, you know, executives, former executives, business owners? Is there a niche that you kind of work in or is it kind of all comers?

Alex Reffett: [00:22:44] Yeah, I mean, naturally, just with a with the firm of our size, you’ve got a little bit of everything just because personal relationships are really what drive it. I mean, we we the primary thing we look for are just good people that are are are nice people that kind of value the work we’re doing. And because I mean, it’s a, you know, it’s something people’s money, they can get the wrong kind of temperament. And it’s just it’s not a healthy relationship where we’re not as helpful as we could be and they’re not getting all from us that they could. So, you know, the first thing is just that we like each other and it’s a good, a good, positive relationship that we feel like we can benefit from. And then the the as far as a niche goes, if we’ve got any kind of niche, it would definitely be business owners, mostly because we’ve got an expertize in transition planning. You know, for people that are which is happening a lot right now, you know, partially due to the I think a lot of the success we’ve had over the past few years is, you know, we specialize in helping business owners that are selling their business and then having a, you know, major liquidity event that’s equivalent to a retirement and needing to figure out, you know, now that they’re not taking partnership distributions, they’ve got a lump sum that’s got to last them, potentially their lives unless they start another business. That’s that’s definitely, I would say, the core of of what we’re able to help with on a on a niche market. But but we’ve got doctors, engineers, business owners, pilots. I mean, you can, you name it,

Lee Kantor: [00:24:16] Now in your work, you decided to go independent, but you decided to become part of an independent advisor network. Can you talk about the reason behind that and the rationale, as well as the benefits of being part of this larger network?

Alex Reffett: [00:24:34] Yeah, yeah. Well, to, I guess, be a little bit more specific as I kind of am actually trying to create that independent advisor network. You know where where we are an independent firm, but these independent advisors have have been able to bolt on to us for some of those core needs that they need help with. I mean, as we mentioned, you know, to earlier in the call, it’s kind of hard for an advisor to wear eight different hats and be the best at best plan or best investment advisor, best business owner, everything. But they do want to do right by their clients and have have some help, especially in those two areas of investment, management and financial planning. So we’re we’re able to offer that and these guys, you know, they’ve got their relationships. They’ve we’re not forcing them to, you know, act in a certain manner with their clients as far as selling anything particular to them. I mean, we don’t sell anything, really, we just help them manage money. So you know how how they utilize our resources is up to them. But we just kind of have a we’ve created this network of independent advisors now where, you know, now we’ve got a six that have joined us on top of the three of us who started the company. And yeah, they it’s it’s a great relationship because, you know, they’ve got they’re able to work with their clients in a way that they that suits them, but they can also know they’ve got kind of a team behind them when when times get tough and they’ve got a research team, so they’re not out on an island, you know, being that end all, be all for their clients, but at the same time, they don’t have a big bank telling them, you know, to sell these mutual funds. So it’s kind of hopefully the best of both worlds.

Lee Kantor: [00:26:13] So now what was kind of the genesis of that idea to create this network to to find, I guess, like minded people that are, you know, maybe they are on an island and that they need just the sense of community and the idea that there are people kind of working together to I don’t want to say battle against these large be behemoths, but people are out there that are kind of living through the same thing that sense of community just by itself as valuable.

Alex Reffett: [00:26:42] Absolutely. I mean, you know, and there’s more of a personal note. I mean, that’s one of the I mean, I know a lot of people have experienced and we’re not unique in this. But the heartbreaking thing is we, you know, we kick this thing off in 2019 and had this awesome year of, you know, just from a social presence and, you know, communal presence. And then, you know, dealt with the the reality of COVID like everybody else and had much less of that. So it’s been a been a sad thing. But at the same time, having those, you know, calls where we all are there together and, you know, have a Zoom call instead of all being in the same room together like it used to be. But you know, just that community are just bouncing ideas back and forth, you know, asking about people’s families and how things are going or, you know, how we’re able to, you know, get that deal closed with a client or whatever it may be, you know, just having someone that understands what you’re going through and, you know, maybe a lot of times better than your family would if you’re just going out on an island.

Alex Reffett: [00:27:39] So it’s been great. But as far as the need for it is, I mean. Realization for the need for it is just being one, I mean, I was I was always, you know, I was when I first started out in college, you know, when I got my first clients and kind of found my way into this business on the independent space I was, I got started kind of an operational role with a solo guy. He was an independent financial adviser and it was just him and me. So he stayed out of business. He’d been in the business for, you know, 20, 25 years or so. But it was just me helping him, you know, manage his clients and run the business. And we work on it out on an island. And, you know, I think that was kind of the original genesis of all this is just realizing that man, it would be nice if you know, there were more of us and we could kind of share some economies of scale and, you know, maybe invest in some more resources as a team together and things like that.

Lee Kantor: [00:28:33] And in what ways do you see moving forward that you can kind of invest in? What are some of the things you’d like to invest in if you can, as the community grows?

Alex Reffett: [00:28:43] Yeah, yeah. It’s uh, so it’s kind of a it winds up being a pretty perfect science. Believe it or not, you know, as we as we add the ad to the community, as we add to our our network of independent advisors, we you know what they contribute financially to the to the company basically goes directly into to new resources, which are, you know, the biggest thing that any quality firm needs. I’m a big believer in. This is a solid operations team. You know, someone who can really get clients what they need on a just in an operational administrative level. So investing in that, we’re continuing to invest in our investment platform from a headcount standpoint as well. You know, trying to get people that can, you know, as you start to get from 300 million to 600 million to over a billion dollars in assets under management, you know, really just having the infrastructure to be able to manage that and make sure that clients are or are getting all their needs met, that our strategies are actually getting implemented, as is another place that we’re continuing at. You know, as the headcount grows, you know, we then become servicers to the advisors. So we’re we’re kind of just continuing to invest in what we can offer almost them as clients in a way.

Lee Kantor: [00:30:06] Now is this something that is only Atlanta based or are these advisors coming from anywhere?

Alex Reffett: [00:30:12] Well, we’re pretty new. So currently we’ve got most of our advisors are in the Atlanta area, not necessarily in town, but in the Atlanta area. And then their most recent advisors to join us is actually from North Carolina. So I mean, it’s not something that’s restricted, but I mean, it’s one of those things, you know, southeast presence is definitely where we’re headed, at least in the near term, just because you know that sense of community, it doesn’t have to be every day. A lot of these guys have their home offices, but we at the same time want to be able to all get together and, you know, have our even if it’s just on a social level. You know, as you mentioned earlier, the community is important. So, you know, we don’t want these people to feel like they’re out on an island. We want them to feel like they’re, you know, even if their day to day in a home office that they’ve got a team behind them, they come in every once in a while, maybe to meet with a client or conference room or have lunch and or do our office events and things like that. So.

Lee Kantor: [00:31:10] So if somebody wants to learn more about your practice, if they’re looking for a wealth manager or financial advisor or they want, or they are a financial advisor and they’re independent, they want to join the network, is there a website? What’s the way to kind of learn more about this opportunity?

Alex Reffett: [00:31:26] Sure. Yeah, the best thing to do is our website is just East Pace’s group. They can got all of our contact info on there and just reach out to me. I mean, you know, we’re, you know, we try to cut through all the the, you know, the benefits of being independent, you know, smaller businesses. You can get to me directly and just, you know, let’s get a coffee, whether it’s a client or an advisor looking for maybe a different game plan for their life, then we love to just sit and learn more about them and what they’re looking for and seeing if we’re a good fit.

Lee Kantor: [00:32:02] Well, Alex, thank you so much for sharing your story today. You’re doing important work and we appreciate you.

Alex Reffett: [00:32:07] Yeah, no, I very much appreciate the time and it was great talking with you.

Lee Kantor: [00:32:11] All right, this is Lee Kantor. We’ll see, y’all next time on Atlanta Business Radio.

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Tagged With: Alex Reffett, East Paces Group

Jonathan Richter With Winnona Partners

March 15, 2022 by Jacob Lapera

JonathanRichter
Atlanta Business Radio
Jonathan Richter With Winnona Partners
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WinnonaPartners

JonathanRichterJonathan Richter is founder and CEO of Winnona Partners, a custom software development company located in Decatur, GA. In addition to helping clients build web and mobile applications, he also helps business owners develop content strategies that improve their organic search traffic online. Jonathan is also a classical guitarist and private instructor with extensive experience researching music traditions in minority groups southwest China.

Connect with Jonathan on LinkedIn and follow Winnona Partners on Facebook and Twitter.

What You’ll Learn In This Episode

  • Saving Money with Custom Software Development
  • The Process of Digital Transformation
  • The Path to Automation: Business Process Mapping & Modeling
  • Business Automation
  • Content Strategy & Marketing Your Transformation

This transcript is machine transcribed by Sonix

TRANSCRIPT

Intro: [00:00:04] Broadcasting live from the Business RadioX Studios in Atlanta, Georgia. It’s time for Atlanta Business Radio brought to you by on pay Atlanta’s new standard in payroll. Now here’s your host

Lee Kantor: [00:00:24] 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 on pay. Without them, we couldn’t be sharing these important stories today on the Atlanta Business Radio. We have Jonathan Richter with Winnona Partners. Welcome, Jonathan.

Jonathan Richter: [00:00:43] Hey, Lee, thanks so much for having me on.

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

Jonathan Richter: [00:00:50] Yeah. Well, thanks for asking. And love your audience. By the way, I’ve got some stuff for established business owners here, and hopefully some great tips and resources for startups and entrepreneur crowd, too. So, you know, we really found that a lot of business owners are paying way too much for software that isn’t fitting their specific business process. Sort of Salesforce, HubSpot big enterprise systems like that. So we’re helping them transform their business by building custom software so they can become leaders in their industry and save money as they scale.

Lee Kantor: [00:01:25] Now, for the listeners out there who hasn’t explored custom software, I would imagine when they get started, it’s kind of easier to go off the rack and just kind of adjust your systems and processes to these big, huge enterprise softwares that seem to be doing most of what I need. Maybe not perfectly, but kind of in the right way. Can you talk about kind of the trade offs you’re making when you make that choice?

Jonathan Richter: [00:01:51] Totally. And that’s that’s a huge roadblock. I think people hear custom software and, you know, they just kind of draw a blank, you know, like, what does that mean, right? Custom software can be anything from a custom website, a mobile app or a custom CRM customer relationship management system or lead management system. And you’re totally right that when you’re starting off, I think a lot of businesses, you know, maybe they don’t perfectly know their business process yet, right? So I kind of consider the Salesforce and the HubSpot and those ready CRM is the term that you can use to describe those kind of off the shelf SAS platforms, almost like a Band-Aid in a way which can be really great. It can be really powerful as you’re getting started, but the issues come in when you start to scale right and you start to see the pain points in the pricing of those platforms, especially when you get to about 30 employees or so. And certainly if you hit one hundred, you know, employees who need access to those platforms, suddenly you might be paying, you know, five, ten thousand a month just to access and have access to those platforms features you might not even need or know how to use or implement. So it starts to become very expensive and really, you’re just kind of paying for seats as they call them, right? So which costs these platforms, you know, probably fractions of a penny, right, to actually include a new user on, but they’ll charge one hundred dollars to add someone new.

Jonathan Richter: [00:03:27] So that’s where it really starts to become a pain point, I think for people is when you start to grow as a business and you realize, Oh my God, we’re just we’re tossing money away on these platforms that aren’t fully aligned with our business process. And the question starts to come well, what if we could build something proprietary? But then again, a lot of people don’t even know where to start with that stuff. So that’s where we come in. You know, we’re here to help people walk through the process, map out their business process and identify ways that we could streamline or automate that process with a custom system that we can make them that actually fits their business process. Not like, Oh, your business process has to kind of you have to fudge that to make it work, you know, with something we’ve pre-built like, no, not at all. What is your dream scenario for how to run your business? And we can make the software do just that.

Lee Kantor: [00:04:24] Now, as I can imagine, the challenge is so these companies, when they’re starting out, if they go with these enterprise, these big name SAS solutions, they make it work, they grow. Despite that, maybe. And then there’s all this pain now of I got all the sunk cost. I have the pain of change and this digital transformation that I don’t know. I mean, it’s hard enough to just kind of manage the business with the chaos that has entails, but to switch over to a new system, even though it’s custom and it fits me perfectly. That pain, I would think, would scare off some people and they just keep kind of buying. The bullet and paying paying that monthly as it keeps increasing, and they know that there’s probably a better solution out there, but they’re kind of afraid maybe of that transition cost.

Jonathan Richter: [00:05:15] Yeah, well, you definitely hit the nail on the head. And if I don’t know if you’ve ever read Michael Gerber’s book The E-Myth or Beyond The E-Myth, are you familiar with? Sure. Yeah. His whole thing is right. Like, you need to not work just in your business. You need to work on your business, right? And that’s sort of his mantra. And he made a whole career out of that, you know, way before technology was even developed like what we have today. So people get so stuck in the day to day and we get that and we see that every day, right? But why is it important? Why could custom software development help you out, right? I mean, a lot of times when people call this, you know, our clients, we try to steer them away from trying to, you know, come up with the tech solution themselves. It would be great if the system could do a, b and C rather than that. Just like, tell us what the problem is like, what’s the problem that your business that you’re facing with your business? And then we can try to help come up with the right tech solution that can work for you? And you know, the reason custom software is great is because it can be one of those almost set it and forget it kind of things, you know, if you can really build the automation, right? It’s like now it’s not a recurring problem that is like, you know, distracting you every day, taking you away from other important things.

Jonathan Richter: [00:06:28] If we can do it right, it’s just going to start working and it’s really that set it and forget it thing that is terrific. Then also, again, the saving the money as you scale. I mean, it’s a bigger upfront cost typically, of course, to develop your own custom software system. But you know, within a year, in some cases, especially if you have 100 or so users that need to use the platform, you know, within a year or so, you can already start seeing returns on that monthly. I mean, we can take that down from, you know, tens of thousands of dollars a month, in some cases down to, you know, several hundred at the most. So it becomes a huge difference long term. And also, you can just invest in something proprietary, right? I mean, have your own having your own system. You know, the top dogs all do that like, you know, they’re all going to build something that works for them. And there’s something really special. And you can have a lot of pride in knowing that you’ve got your own system. And that’s something that will sort of make their make your competitors kind of shake in their boots a little bit.

Lee Kantor: [00:07:33] Now, I’m sure the name of your firm, Winona Partners Partners, is an important component of this because you are truly a partner with your clients. This is a case where they have to. In most cases, I would think, really trust you as an advisor and a partner to help them with a solution that does fit them. Exactly. Exactly right. Not kind of right. Not almost right, but it just really you. You both have to work hand in glove in order to make this work. So you really got to get into their business to truly understand it so you can come up with some sort of a digital solution that’s going to serve them and help them with their automation and help them really achieve the goals that they’re aiming at.

Jonathan Richter: [00:08:17] That’s that’s totally correct. And a lot of times the planning, that’s actually the part that we really enjoy even more than the coding of the applications, right? It’s cool when we find the solutions, but we love the strategy part and luckily there’s great sort of mapping. I keep talking about business process and mapping, right? Just actually it’s as simple as just box to box. How does the transition, how does the transaction work? You know, what’s our organization structure? And there’s like a system lucid chart, and I think they even have a free tier out there. Great flexible system for being able to just map out your process on kind of a grid interface. Google draw another free option to kind of map out your process or just good old fashioned whiteboard and piece of paper, right? Can you draw out how a transaction happens in your business from A to B, you know, or A to Z? So these are the kind of things, and so much of it is the strategy, the upfront kind of strategic work that we have to do before a line of code is written and we want that verified and approved so we can blend mocking things up. And yeah, it’s become easier than ever to get something kind of spun up its own branch, you know, test branches and stuff that we can give people kind of sneak peeks of how things look sort of like minimum viable products before we even have to do a lot of the advanced backend logic that sometimes is required. So. But yeah, it’s it’s really just a great time to consider custom software because it’s getting more and more cost effective.

Jonathan Richter: [00:09:48] And in terms of design, right? Because I know a lot of people are super visual and they’re like, Well, I want to know how, how is it going to look, you know, I mean, we build a lot of stuff over with react and front end open source framework called material you. Which is basically, you know, if you like the way that Google looks and the things that Google puts out. Google Drive, Gmail, et cetera, material UI is you’re going to love how that looks. I mean, everything we make looks really slick, super easy to use. And if you have like a theme template like you have your branding colors, et cetera, there’s even awesome demo version of Material UI site where we can plug that stuff in and just see how it’s going to look like. See how a sort of a preview of how your application is going to look like mode, dark mode, et cetera, and it even spits out the code. So it’s really bridging the gap between designers and developers. So for a really lean team like Wenonah Partners, that’s great because we can just take some branding colors, throw that stuff in and give people previews of what to expect pretty quickly. And it looks familiar and it feels familiar because you’re using things built on material UI every day, whether you know it or not. So it’s gotten really, really know much more cost effective, and it’s just a great time to consider it. So now we don’t want custom software. Oh, sorry, sorry to interrupt you there now.

Lee Kantor: [00:11:14] Well, just walk us through what an onboarding would look like. Like, say, I’m one of these people. I have legacy software, you know, we’ve been making due for a while, but it’s time we’re going to pull the Band-Aid off. So so what is that kind of what are some of the questions you’re asking me to onboard me in order to make this as seamless and as you know, with as little disruption as possible to my business?

Jonathan Richter: [00:11:41] Absolutely. Yeah. So we always do like to know which features you were really using of the other systems that you really like to use. Maybe you really liked the way a timeline worked or they did have some levels of automation in place that you really, you know, were vital to your business and you really enjoy. And so those are the kind of things that are really good to know up front, like sort of what are the must have features? And then also just, you know, we always ask people to consider how much they’re spending on those third party platforms because ultimately our mission is to save you money long term with software, right? We want it to not only work better, we want this to be cost effective for you in the long run. So being able to calculate, you know, is this worth it? That’s just as important as you know to us as it is to you. We don’t want to just like, take your money and give you something that is just not even doing anything as well as you had before. So it’s a lot of strategy. It’s mapping out that process, like we said, and just trying to find ways that we can automate when possible.

Jonathan Richter: [00:12:47] That could be as simple as working. We love working in sprints as well, so trying to deliver things and, you know, a month or two months or something like that and just taking things step by step, it could be as simple as just being, you know, build a simple invoicing system to like, automate your invoicing. It could be something just like a simple database automating your emails for, you know, when new leads come in or when new tasks are happening or something more involved, like, OK, I have several different types of transactions. I’m running and I know that there are deadlines and documents that are needed certain, you know, at certain times, if we all we need is some basic details that you can provide and we can just, you know, boom automate a whole sort of timeline approach to to how to make that transaction happen. So you’re not having to like add things and deadlines and requirements onto Google Calendar. All that stuff can just start happening for you, right? That’s a huge time saver. And you’re also taking a lot of air out of the equation.

Lee Kantor: [00:13:52] So and then you’re not. It’s not something that I have to say, OK, I’m going to change my entire website. You might be able to just work on maybe a web funnel or something like that to just slowly kind of organically change my website.

Jonathan Richter: [00:14:11] Yes, absolutely. We love to. It’s I sort of say to integrate or to innovate, right? So there’s there’s always the case where sometimes it is really good, like, you know, MailChimp, like we don’t want to completely reinvent the wheel in terms of, you know, I think MailChimp is a great example of something, you know, if you’re building an email list and they have a nice, you know, user interface for the not as tech savvy people, but you know, it’s still it’s a great interface for being able to build cool emails that look great and stuff. And that’s the kind of thing where you might want to keep that that type of system or functionality, but we can still build that in. Whether it’s to your website or whether it’s to sort of a backend administration system, these are the kind of things that we can do. Absolutely.

Lee Kantor: [00:14:59] And then is it can I look at you as? It’s kind of a CTO, a fractional CTO, that you’re helping me kind of with the tech side of my business so I can focus in on the the business side of my business.

Jonathan Richter: [00:15:14] Yes, definitely. And my business partner Chris Waterbury, is he he is, you know, coding genius and can think a million steps ahead from a tech perspective, which is great. But yes, we love to be sort of the technical extension. You know, we like to be thought of as your personal developers, you can call us up and just be like, Hey, I got a problem here, you know, I got I need a b and C, how can we do this? And you know, we’ll we’ll take that action plan. We’ll ask the follow up questions if needed. And then we come to you with, you know, tech solution in mind. Budget timeline, et cetera. And then we just get right to work and we have a really fast turnaround. All our stuff super elegant and we just like to think steps ahead and just try to really deliver for our clients. So yeah, the best thing is no more having to like. If you’re in HubSpot, you’re really frustrated. Like, where is this feature? Why do they keep hiding it in different places or they’re moving it? Or I just don’t even know what all these features are, or I actually need to contact someone on support just to figure out how to build a list and do all the things I need.

Jonathan Richter: [00:16:20] Rather than that, just call us up, tell us what you’re struggling with, and we’ll just make you know, we’ll just make something really obvious for you. I kind of call this like almost the lens of reduction, right? I think a lot of these other enterprise SAS systems have feature overload and functionality overload, and it becomes really overwhelming. Right. But if you kind of think of a lens reduction, it’s not like, how many features can I add? It’s like, Well, how much can we actually take away? Are there complete steps in your process that we can just skip or overhaul completely and just have that happening in the back, the back end? So, yeah, I would love to be thought of as kind of like the technical extension of your business. Yeah, it doesn’t have to be long term. You know, sometimes it’s a handoff, right? We come in when we do something great. And if you have some in-house folks that can take it from there, we’re always happy to do a handoff.

Lee Kantor: [00:17:12] But yeah, I think a lot of these, I think a lot of these SAS companies that you’re paying, you know, whatever a monthly and a license, they feel obligated to help you more by coming up with more stuff. And a lot of times what you wanted was just the first thing that they came up with. You don’t want the more stuff part and the more stuff part is overwhelming and confusing and creating more problems than it’s solving because I just wanted that the three things that it did initially and that that project creep that happens from there and in order, I mean, their intention is to show more value and provide more value. But a lot of times it just becomes muddling up the situation.

Jonathan Richter: [00:17:55] Yes, that’s definitely what we found, and it’s almost just refreshing, right, like, oh, now I just have a system and I know exactly where everything is and what everything is because it’s all I need. There’s not a bunch of unnecessary stuff. I mean, I really think the amount of sort of extra tabs and extra features that are just around that you’re having. You know, you are subconsciously skipping over those things. I mean, that is whether it’s fractions of a second or not. That time really adds up and it’s all just distracting. Right? If there’s not something, if you’re looking at an interface and there’s something on there that’s not just directly helping you or a feature that you absolutely need to help your business scratch it, get rid of it or put it elsewhere. But I think so much of those systems, it just becomes information overload. And I mean, we have enough of that in our face every day as it is. So, yeah, we love just building sleek, easy to view systems and again, ones that are cost effective for four people. And we can start real, simple and small and just try to solve immediate problems and then just kind of build as needed.

Lee Kantor: [00:19:08] Now let’s try to educate our listeners about this business process, mapping and modeling process. You know, you talked about it. You say that’s the beginning of a lot of your work. It starts there. But a person who hasn’t really spent time mapping their process, they know what their process is, but maybe it’s never been written down. How would you go about you mentioned some software earlier? I think Lucid Chart and Google draw to the beginning of the mapping this out. But how would you even begin the process of mapping out of process? Do you just like it seems like there’s lots of processes I wouldn’t even know where to start.

Jonathan Richter: [00:19:50] Yeah, and and there are a lot of actors, right? I mean, it’s you have to think sort of from the customer perspective and you have to think from the sort of business owner perspective or, you know, the employee who’s helping that client, right? So the best thing is and we have to do this every time we build applications anyway, right? We have to think about, OK, I’m I’m a user who’s just getting on to a platform like if it’s for a mobile app, right? What is my user flow screen by screen? What do I have to do? How many clicks does it take to get me to purchase something? So it really has to start with the most, the most, you know, barebones and basic thing. What is the customer journey? And that is that’s the first thing to map out is just from a to B. Exactly how does something work? You know, I’m a customer. What’s my onboarding process and a one single box for every stage or every screen they have to go on is one really good approach.

Lee Kantor: [00:20:53] But do you start at the beginning or do you start at the end?

Jonathan Richter: [00:20:58] Yeah, that might depend on how how complicated your business process is or or how you think about it. I mean, typically, I like to just start at the beginning. But yeah, as you’re going through, you might be like, Oh, well, actually, there’s a few different options, right? They could do a or B, there could be some, some splits there. So yeah, in some cases, working from the end backwards might might also be effective. But a lot of times it’s just kind of like, tell us how a transaction works. And it’s a lot of iterations, right? No one gets it right the first time. So it’s it’s always a conversation, almost just like we’re having here and there’s a lot of bounce back. And then once we at least see some kind of timeline, we can then go into the details, right? We don’t expect everyone to get this stuff right. Even if you really know your process, you might know it so well that you’re omitting things. That to you is obvious information. But to an outsider like I’m I’ve never worked with a trucking fleet, you know, company in this capacity. So, you know, there’s things that are obvious to you being in the industry that are just totally over my head. So, you know, once we see at least some general outline of how a transaction work or what the transaction types are, that gives us at least a talking point, you know, a starting point. I love the book Thinking Fast and Slow.

Jonathan Richter: [00:22:22] By Daniel Kahneman And he always says what you see is all there is. And that’s kind of my mantra because, you know, I got to see it on paper. And unless there’s some kind of documentation, some type of map, then I just have no, you know, we’re just talking and it’s very vague. So just getting something on paper, that’s business process mapping how your how your process works today. Modeling is the next step. Modeling is when you get in and you actually say, OK, we’ve got sort of a complete. Picture of what’s going on now, where are some things that we can probably automate or streamline or sort of cut out entirely? Right. And that’s the modeling stage that’s kind of thinking ahead, but mapping is what you should do first. Don’t try to think too far ahead of like, you know, necessarily where you want things to go in the future. First step is just map it out and then we can figure out, OK, that gives us an idea of how things are working today. Then we can start the modeling process, which is actually like, OK, let’s explore if the transaction were this way or what if we cut out this stage of the transaction? Or could we bundle these stages together? So these are the types of things that we do. So it is a lot of strategy. Before again, a single line of code is written. But we want to do things right and take a very diligent approach.

Lee Kantor: [00:23:48] Now we’re talking a lot about the nuts and bolts of the website. Does your work spill over into kind of some of the strategies, the content strategies that impact how much traffic is coming to the website? You know how many conversions are coming to the website? Are the right people seeing this stuff or the wrong people seeing this stuff? What changes do I have to do from an SEO standpoint or is that outside of the scope of your work?

Jonathan Richter: [00:24:14] I love discussing that because I’ve found that businesses big and small are all. Everyone wants more traffic. Everyone is always trying to, you know, grow their grow their online presence, especially if you have an online business. It’s super important. So content strategy is something I’m very passionate about. All my blog posts are usually between two and three thousand words, which sounds like a lot. But the majority, I think something like 90 95, or it might even be 98 percent of blog posts that are written are 300 words or less. Right? That is like not very much content, but the top Google for any Google search. The top page results are almost all in that two to two to three thousand word range. So that just goes to show you I mean, the more content that you can write on a specific topic, the better it is. And there are some people who have tremendous, tremendous writings and articles about this. I love founder magazine. They have tons of resources about content strategy. I know I was kind of talking bad about HubSpot earlier, but HubSpot’s blog is great.

Jonathan Richter: [00:25:23] It’s all about inbound marketing. I mean, if you can build really effective blogs that people are organically, I’ve never heard of Wenonah Partners, but if they go and they search business process integration, we show up as one of the top results on there for my article on what is business process integration that is free. I’m not paying to show up for that, but because I’ve, you know, taken a lot of time and worked on the content very diligently, I’ve created an inbound marketing approach, so I’m not having to pay for advertising. It’s my time that it takes to write those articles and come up with that quality content. But if you can write just the best, the best thing out there on whatever topic it is, you can get that traffic. So founder magazine HubSpot blog back Lanco by Brian Deane, who just got bought out. Actually, he has terrific resources, also very long form content based on how to, like, get more backlinks, how to increase and improve your SEO. Neil Patel and then, of course, Wenonah Partners blog, too.

Lee Kantor: [00:26:30] Now what is something? If you were maybe a business that’s been around for a while, maybe things are plateauing, maybe you’re in a little bit of a rut. Maybe you know you’re tired of saying the same thing over and over. Maybe you’re getting you’re getting bored, but maybe your customer or prospective customer isn’t. But maybe you are. What is some low hanging fruit you can be doing today? Is there anything you can think of that’s actionable today right now for the listener to do today that might kind of move the needle on their website or in their business?

Jonathan Richter: [00:27:02] Absolutely. I think it’s also always worth pointing out that you have about three seconds to get somebody’s attention when they go on your website. I mean, it has really reduced people’s attention. Span is like a snap, right? So when someone comes to your website, the header text needs to be absolutely clear what you do. And this is something where people, they try to use really flowery, flowery kind of language and try to be very poetic or or kind of almost elusive and mysterious or something. Know like go to our go to our website, you know, part XCOM. What does it say? The first words custom software development that transforms the way you do business, right? If nothing else, someone has three seconds. I want them to remember, OK? Custom software development. You know, first words, they’re right. And that’s just a huge mistake. Believe it or not, that’s one thing is just checking to make sure. Or that your header text is absolutely clear exactly what service you’re offering and that you’re telling your story right under that, you want to definitely make sure that you’re hitting the problems, right? What happens if somebody doesn’t, you know, doesn’t, doesn’t do, doesn’t have the service that you’re offering or the product right? You want to really paint the picture of what their life will look like without your service.

Jonathan Richter: [00:28:21] And then also what it’ll look like, you know, at the other end of the rainbow, like what happens when your dreams come true, right? Your website has to do all of that quickly and very, very effectively. So your home page is absolutely the most important after that. I think the frequently asked questions page. Believe it or not, it’s not considered maybe the most sort of sexy page out there, but it’s actually one of the most important in terms of drawing traffic and organic traffic and SEO. If you write really good, frequently ask questions, you are directly answering the questions people are asking on Google every day. And I’m also a classical guitarist on the side, so I have a classical guitar website and I rank extremely high for all kinds of pages like I have a classical guitar composers page that has a list of composers, and then each one of those links out to a different composer sort of biography. Essentially, I’ve just modeled it off of Wikipedia. So if you’re wondering, well, I don’t know how to write all this content stuff or where to get started, it’s like, OK, we’ll just take one topic that your business covers.

Jonathan Richter: [00:29:29] Check out what Wikipedia does, how do they structure all the page, the page and all the sub pages from that? And can you recreate that in your own way with your own case, studies your own language and really answer even the most basic questions people probably have about your business? Because again, a lot of times you’re thinking you’re so into your business that all this terminology, even though I said CRM and all that stuff that might be right away, I have no idea what you’re talking about, right? So things that you think about and talk about every day to an outsider are going to be completely foreign and you’re almost speaking another language. So you need to really, really dumb it down. Boil it down. Don’t try to sound too smart on your website. Really use just simple, easy language. And that’s my biggest tip right there. I mean, you have three seconds to get someone’s attention. You need to capture that in the header with exactly what your service is, not a ton of moving text and sliding stuff around. Just it needs to be really, really clear and then hit those pain points and just make it like a no brainer, like, Oh my god, I’ve got to get this or else

Lee Kantor: [00:30:42] Now in your business, you mentioned, you know, your experts in custom software. Is there a niche that you work in or are you? Is it? Does it matter? Is it industry agnostic or do you specialize?

Jonathan Richter: [00:30:58] We’ve helped various sort of different types of people. Real estate has been a real effective one and then mortgage company as well. We’ve really helped helped automate a lot of their process, and they have several hundred employees nationwide, you know, all using different systems and and even in some cases passing around pieces of paper, right? Just to get things done and try to track what’s going on. And and so that these are the kind of things that are great, right? When it’s just like, OK, wow, you actually have some manual process rather than trying to keep track of all these deadlines and requirements and all that stuff, let’s just build that logic in once and now everyone’s calling every part of the process the same thing, right? Everyone’s on the same system. So all this information, all this data is being collected in one place. Right? I mean, it just it can it really can transform your business when you have if you have especially multiple branches that are all kind of doing their own thing, you know, it’s really worth considering. Should we build something in-house where we can put all this stuff together. And you know, it just not only streamlines your process, there’s also just a really good sense of just like, OK, everyone’s using this the right way and we know where everything is. We’re collecting all the right data, all the right information, and it’s just refreshing to know that everything is being taken care of.

Lee Kantor: [00:32:27] Amen to that. Now, if somebody wants to learn more, have a more substantive conversation with you or somebody on your team, what’s the website?

Jonathan Richter: [00:32:35] Yeah, just when. No, no partners, Wynona partners and we all actually grew up. We went to Wenonah Park Elementary School in Decatur, Georgia, together, so we’ve been friends since we were five years old. So yeah, we’re a few childhood friends and the name Winona comes from. At Wenonah Park Elementary, so from Winona Park to Winona Partners and we’re located in downtown Decatur and yeah, we just we love working locally with people in Atlanta as well. Even if you’re a startup, you know, like what we do can still be effective for startups. And we just love the startup and entrepreneur group here at GDC, which I know you’ve got at WWDC radio, which is terrific hypothesis Atlanta Tech Village and Georgia Center for Innovation. Even switch yards like these are all just really awesome. Atlanta parts of the Atlanta startup community that I encourage everyone to look into. If you haven’t heard of those things.

Lee Kantor: [00:33:35] Good stuff. Well, Jonathan, thank you so much for sharing your story today. You’re doing important work and we appreciate you.

Jonathan Richter: [00:33:40] Thank you, Lee. Really appreciate

Lee Kantor: [00:33:42] It. All right, this is Lee Kantor. We’ll see you next time on Atlanta Business Radio.

 

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