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Soumaya Khalifa, Khalifa Consulting

March 1, 2022 by John Ray

Khalifa Consulting
North Fulton Business Radio
Soumaya Khalifa, Khalifa Consulting
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Khalifa Consulting

Soumaya Khalifa, Khalifa Consulting (North Fulton Business Radio, Episode 435)

Soumaya Khalifa, President of Khalifa Consulting, revisited the show to chat with host John Ray about her work in workplace cross-cultural and diversity, equity, and inclusion (DEI) issues. She discussed religion as an aspect of employees’ identities which must be acknowledged and respected, and well as why DEI work needs to go one step further and include belonging. Soumaya addressed the pandemic’s effect on the workplace, the consulting work she does with clients, success stories, and much more.  North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Khalifa Consulting

Khalifa Consulting provides Fortune 100 companies, non-profit organizations, and governmental institutions with wide-ranging expertise and practical solutions to cross-cultural operations in the Arab world and the US.Soumaya Khalifa

Our team of top-level Diversity and Inclusion experts offers training and coaching services including Understanding the Diversity and Cultures of Arab Americans, Intercultural Communication, Managing a Cross-Cultural Team, Cultural Competency for Law Enforcement, and Keys to Success as a Woman Executive in the Arab World.

▪ For international business clients, we offer the specific cultural tools and information needed to successfully conduct business in the Arab World, including how to work within global/virtual teams, and crafting culturally appropriate videos and other media messages.

▪ For domestic and international business clients, we offer training workshops and individualized coaching to support diversity, equity, and inclusion initiatives.

▪ For US-based clients, we offer guidance and technical assistance on how to provide reasonable accommodations for their Muslim employees, by auditing current practices, making recommendations, and suggesting inclusive ways to support a positive work environment.

▪ For clients planning relocations to or from the Arab World, we offer general and specific direction for personal and family adjustment, practical shortcuts for managing new systems, and how-tos for everyday life.

▪ For our executive coaching clients, we offer personalized, ongoing, one-on-one high-level coaching to increase motivation, improve business skills and create work-life balance leading to thriving businesses and families.

Company website | LinkedIn | Facebook | Twitter

Soumaya Khalifa, President, Khalifa Consulting

Soumaya Khalifa, President, Khalifa Consulting

Soumaya Khalifa is the president of Khalifa Consulting, an Atlanta-based consulting firm specializing in intercultural coaching, consulting, and training. She is also an executive coach and teaches at Emory University Continuing education courses on Human Resources Management, Diversity, Equity and Inclusion, and Women in Leadership. Soumaya is passionate about her work to build bridges of understanding and help leaders and organizations positively impact their employees and their bottom line.

LinkedIn 

Questions and Topics in this Interview:

  • Tell us about Khalifa Consulting
  • What is the role of religion in DEI?
  • How do you define belonging?
  • What does it look like to include religion in the workplace?
  • How has the pandemic impacted DEI?
  • What is your advice for small businesses?
  • How should a leader approach Ramadan with their Muslim employees?
  • Accountability in DEI initiatives
  • How do I measure inclusion or belonging?
  • Say more about your work with clients

North Fulton Business Radio is hosted by John Ray and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

RenasantBank

 

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

 

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked from scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

 

Tagged With: A&S Culinary Concepts, belonging, Cross-cultural training, DEI, Intercultural Communication, Khalifa Consulting, North Fulton Business Radio, Ramadan, religion, renasant bank, Soumaya Khalifa

You Can’t Take Your Portfolio With You, with Anthony Chen, Host of Family Business Radio

March 1, 2022 by John Ray

Portfolio
Family Business Radio
You Can't Take Your Portfolio With You, with Anthony Chen, Host of Family Business Radio
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Portfolio

You Can’t Take Your Portfolio With You, with Anthony Chen, Host of Family Business Radio

While financial advisors have an incentive to accumulate client assets, Anthony Chen encourages his clients to make their money work for them and allow them to live their lives to the fullest. He advises this tack for a simple reason: you can’t take your portfolio with you. Family Business Radio is underwritten by Anthony Chen with Lighthouse Financial Network.

Anthony’s commentary was taken from this episode of Family Business Radio.

Anthony Chen, Host of Family Business Radio

family owned craft breweries
Anthony Chen

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. The main office address is 575 Broadhollow Rd. Melville, NY 11747. You can reach Anthony at 631-465-9090 ext. 5075 or by email at anthonychen@lfnllc.com.

Anthony Chen started his career in financial services with MetLife in Buffalo, NY in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all of the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long-term care insurance to many investment options through Royal Alliance. Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.

The complete show archive of Family Business Radio can be found at familybusinessradioshow.com.

Tagged With: Anthony Chen, Family Business Radio, financial planning, Lighthouse Financial Network, portfolio, retirement planning

Accountability, with Bill McDermott, Host of ProfitSense

March 1, 2022 by John Ray

accountability
North Fulton Studio
Accountability, with Bill McDermott, Host of ProfitSense
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accountability

Accountability, with Bill McDermott, Host of ProfitSense

On a recent episode of ProfitSense with Bill McDermott, Bill highlighted the need for accountability of defined roles within an organization. ProfitSense with Bill McDermott is produced and broadcast by the North Fulton Studio of Business RadioX® in Alpharetta.

Bill’s commentary was taken from this episode of ProfitSense.

About ProfitSense and Your Host, Bill McDermott

Bill McDermott
Bill McDermott

ProfitSense with Bill McDermott dives into the stories behind some of Atlanta’s successful businesses and business owners and the professionals that advise them. This show helps local business leaders get the word out about the important work they’re doing to serve their market, their community, and their profession. The show is presented by McDermott Financial Solutions. McDermott Financial helps business owners improve cash flow and profitability, find financing, break through barriers to expansion and financially prepare to exit their business. The show archive can be found at profitsenseradio.com.

Bill McDermott is the Founder and CEO of McDermott Financial Solutions. When business owners want to increase their profitability, they don’t have the expertise to know where to start or what to do. Bill leverages his knowledge and relationships from 32 years as a banker to identify the hurdles getting in the way and create a plan to deliver profitability they never thought possible.

Bill currently serves as Treasurer for the Atlanta Executive Forum and has held previous positions as a board member for the Kennesaw State University Entrepreneurship Center and Gwinnett Habitat for Humanity and Treasurer for CEO NetWeavers. Bill is a graduate of Wake Forest University and he and his wife, Martha have called Atlanta home for over 40 years. Outside of work, Bill enjoys golf, traveling, and gardening.

Connect with Bill on LinkedIn and Twitter and follow McDermott Financial Solutions on LinkedIn.

Tagged With: accountability, Bill McDermott, finance, Profit Sense, Sales, The Profitability Coach

The Value of a Dime

February 28, 2022 by John Ray

The Value of a Dime
North Fulton Studio
The Value of a Dime
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The Value of a Dime

The Value of a Dime

The value of a dime is not ten cents. Depending on the circumstances, its value, like any “surprise and delight” gesture we extend to a client, prospect, or someone in our network, can be priceless, and cement your status as a person of value. The Price and Value Journey is presented by John Ray and produced by the North Fulton studio of Business RadioX®.

TRANSCRIPT

John Ray: [00:00:00] Hello. I’m John Ray on The Price and Value Journey. In 1987, psychologist Norbert Schwarz conducted a study in which he and his team of researchers repeatedly left a dime near a copy machine where it would be found by those that use the machine.

John Ray: [00:00:22] Those individuals who found the dime were surveyed shortly thereafter, and what the study showed was their overall satisfaction with life was found to be greater than those subjects who did not find the dime. What Swartz and his team documented was the value of a positive surprise, even when the cost of that gesture to the giver was negligible.

John Ray: [00:00:49] Recently, I had the opportunity to visit with an entrepreneur who had just started her services business. She needed help with her pricing and she really wasn’t in a position to hire me for a normal engagement. I spent an hour or so on the phone with her talking about some of her various issues and what she was up to with her business. I gave her some ideas that I thought would help her. And I thought we had a good conversation and I left it at that.

John Ray: [00:01:18] Now, normally, when I have these conversations, I’m not expecting to get anything back in return. I’m just giving to someone that I think could use my assistance and they’ve asked for it.

John Ray: [00:01:29] Well, several days later, this thoughtful entrepreneur sent me a $100 gift certificate for a top notch steakhouse in the area where I live. Now, this gesture was hardly a dime on a copying machine. She surprised and delighted me.

John Ray: [00:01:49] Needless to say, I sent her a thank you note to tell her how thoughtful she was about what she had done. And needless to say, any time she calls me in the future, I’ll gladly take her call and help her in whatever way I can, not because she gave me a card for a steakhouse, a dinner which I could buy on my own. That’s not the point.

John Ray: [00:02:09] The point is, she put herself at top of mind because she gave me a surprise and delight gesture. You see, the gift card was generous, but it wasn’t about the amount or even the card, it was the emotion that her gesture engendered in me. An emotion that I still hold for this individual. These nice touches don’t necessarily mean a lot to us when we do them, but they have high value to our clients, prospects, and just those in our network that we want to reward. They create an emotional value and reciprocity that lasts for a long time.

John Ray: [00:02:48] I happen to think these kind of surprise and delight gestures mean much more than what almost seems like a mandatory holiday gift. The gifts that get lost in the shuffle of everyone else’s gift that year end. I happen to subscribe to the notion that you’re better off slipping in the surprise and delight gestures through the year when you can, as opposed to making a big deal out of holiday gifting.

John Ray: [00:03:17] I know I’m going to be in trouble now with some of my friends who have gifting businesses, but remember them throughout the year, not just at the holidays. They’re not as busy then, and they can help much faster and much quicker throughout the year. But when you do that, it stands out more in the minds of those that you care about. And it goes a long way toward cementing your place in the minds of others as a person of value.

John Ray: [00:03:46] I’m John Ray on The Price and Value Journey. Our show archive is at pricevaluejourney.com. And you can email me, John@johnray.co to connect directly with me. Thank you for joining me.

 

 

About The Price and Value Journey

The title of this show describes the journey all professional services providers are on:  building a services practice by seeking to convince the world of the value we offer, helping clients achieve the outcomes they desire and trying to do all that at pricing which reflects the value we deliver.

If you feel like you’re working too hard for too little money in your solo or small firm practice, this show is for you. Even if you’re reasonably happy with your practice, you’ll hear ways to improve both your bottom line as well as the mindset you bring to your business.

The show is produced by the North Fulton studio of Business RadioX® and can be found on all the major podcast apps. The complete show archive is here.

John Ray, Host of The Price and Value Journey

John Ray The Price and Value Journey
John Ray, Host of “The Price and Value Journey”

John Ray is the host of The Price and Value Journey.

John owns Ray Business Advisors, a business advisory practice. John’s services include advising solopreneur and small professional services firms on their pricing. John is passionate about the power of pricing for business owners, as changing pricing is the fastest way to change the profitability of a business. His clients are professionals who are selling their “grey matter,” such as attorneys, CPAs, accountants and bookkeepers, consultants, marketing professionals, and other professional services practitioners.

In his other business, John is a Studio Owner, Producer, and Show Host with Business RadioX®, and works with business owners who want to do their own podcast. As a veteran B2B services provider, John’s special sauce is coaching B2B professionals to use a podcast to build relationships in a non-salesy way which translate into revenue.

John is the host of North Fulton Business Radio, Minneapolis-St. Paul Business Radio, Nashville Business Radio, Alpharetta Tech Talk, and Business Leaders Radio. house shows which feature a wide range of business leaders and companies. John has hosted and/or produced over 1,100 podcast episodes.

Connect with John Ray:

Website | LinkedIn | Twitter

Business RadioX®:  LinkedIn | Twitter | Facebook | Instagram

 

Tagged With: gifts, John Ray, person of value, Price and Value Journey, pricing, professional services providers, solopreneurs, surprise and delight, value

Technology in North Fulton, with Darwin Newton, Siemens Infrastructure, and Ben Cagle, Cagle Consulting Partners

February 28, 2022 by John Ray

Darwin Newton, Siemens Infrastructure
North Fulton Studio
Technology in North Fulton, with Darwin Newton, Siemens Infrastructure, and Ben Cagle, Cagle Consulting Partners
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Darwin Newton

Technology in North Fulton, with Darwin Newton, Siemens Infrastructure, and Ben Cagle, Cagle Consulting Partners (GNFCC 400 Insider, Episode 72)

Darwin Newton, Siemens Infrastructure, and Ben Cagle, Cagle Consulting Partners, are spearheading GNFCC’s Tech400 Alliance. Darwin and Ben joined host Tori Kerlin to spotlight the thriving tech environment along the GA 400 corridor and throughout North Fulton. They covered different sectors of tech in the region, The Bailey, a planned tech-centric multiplex on Northwinds Parkway, the crucial role of education, new initiatives by Siemens, and much more. The GNFCC 400 Insider is presented by the Greater North Fulton Chamber of Commerce and produced by the North Fulton studio of Business RadioX®

Siemens

Siemens is a global innovator focusing on digitalization, electrification and automation for the process and manufacturing industries, and is a leader in power generation and distribution, intelligent infrastructure, and distributed energy systems. For more than 160 years, the company has developed technologies that support multiple American industries including manufacturing, energy, healthcare, and infrastructure.

For more information about the Siemens STEM Day Sweepstakes, click here.

Company website | LinkedIn | Facebook | Twitter

Darwin Newton, PE, MBA, Head of Operations, Smart Infrastructure Electrical Services at Siemens

Darwin Newton, PE, MBA, Head Of Operations, Smart Infrastructure Electrical Services at Siemens

Darwin serves as the Head of Operations for the Electrical Service Business segment at Siemens Infrastructure. In that capacity, he leads a team of professional engineers, technicians, specialists, and project managers, in the construction installation configuration of large power systems.

Originally from the Virgin Islands, Darwin Newton worked there on substation and plant projects and then joined Siemens in the U.S. in 2000.

LinkedIn

 

Cagle Consulting Partners

Cagle Consulting Partners (CCP) is an Advisory Firm focused on helping clients: • Accelerate Revenue Growth • Respond to Rapidly Changing Markets • Building/Scaling Organizations • Sell into Large Global Customers.
CCP currently serves large Global Enterprises (IBM, Cisco, SAS), Mid-Market Firms, and diverse Technology Start-Up clients in Artificial Intelligence, Data Analytics, Cybersecurity, IoT, and Blockchain.
Company website | LinkedIn

Ben Cagle, Managing Partner, Cagle Consulting Partners

Ben Cagle, Managing Partner, Cagle Consulting Partners

Ben Cagle is Managing Partner of Cagle Consulting Partners (CCP), an Advisory Firm. Prior to founding CCP, Ben served as a Division President for a Global 100 Enterprise. Ben had P&L responsibility for a global business unit (several $ hundred million in revenue) and was on the core team leading an industry consolidation initiative (with McKinsey & Company).

Transitioning from “industry” into global management consulting, Ben served in various Consulting Partner, Practice/Industry Leader, Solution Innovation, Marketing, and Thought Leadership roles. Ben’s global enterprise consulting leadership experience includes positions at HP Enterprise (formerly EDS), DXC Technology (formerly CSC Consulting), and Hitachi Consulting with clients across four continents.

Ben also has led various NASDAQ, VC-backed Software/SaaS, and entrepreneurial companies focused on Advanced Data Analytics, Market Insights, and Brand/Marketing Strategy targeting multiple industries.

Ben is an Alpharetta, Ga. native and currently resides in Alpharetta with his wife, Sara. He graduated of the Georgia Institute of Technology, is active in various Technology and Start-up organizations, and currently serves as the Chairman of Tech400 (sponsored by the Greater North Fulton Chamber of Commerce).

LinkedIn

About GNFCC and The GNFCC 400 Insider

Kali Boatright
Kali Boatright, President and CEO of GNFCC

The GNFCC 400 Insider is presented by the Greater North Fulton Chamber of Commerce (GNFCC) and is hosted by Kali Boatright, President and CEO of GNFCC. The Greater North Fulton Chamber of Commerce is a private, non-profit, member-driven organization comprised of over 1400 business enterprises, civic organizations, educational institutions, and individuals.  Their service area includes Alpharetta, Johns Creek, Milton, Mountain Park, Roswell and Sandy Springs. GNFCC is the leading voice on economic development, business growth and quality of life issues in North Fulton County.

The GNFCC promotes the interests of our members by assuming a leadership role in making North Fulton an excellent place to work, live, play and stay. They provide one voice for all local businesses to influence decision-makers, recommend legislation, and protect the valuable resources that make North Fulton a popular place to live.

For more information on GNFCC and its North Fulton County service area, follow this link or call (770) 993-8806. For more information on GNFCC events, follow this link.

For the complete show archive of GNFCC 400 Insider, go to GNFCC400Insider.com. The GNFCC 400 Insider is produced by John Ray and the North Fulton studio of Business RadioX®.

Tagged With: Ben Cagle, Cagle Consulting Partners, Darwin Newton, GNFCC, GNFCC 400 Insider, Leadership North Fulton, Siemens, Siemens Infrastructure, Smart Infrastructure, Tech400 Alliance, Technology

Makers Making Wall Control: Adam, Lazy Guy DIY and Stephanie, Uncommon Outpost

February 25, 2022 by John Ray

North Fulton Studio
North Fulton Studio
Makers Making Wall Control: Adam, Lazy Guy DIY and Stephanie, Uncommon Outpost
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Lazy Guy DIY

Makers Making Wall Control, Adam, Lazy Guy DIY and Stephanie, Uncommon Outpost (Organization Conversation, Episode 2)

Adam, Lazy Guy DIY, and Stephanie, Uncommon Outpost, joined host Richard Grove to chat about their creative projects, their roles with Wall Control, new projects on the horizon for Wall Control, WORKBENCHcon 2022, and much more. Organization Conversation is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Adam, Lazy Guy DIY

Adam, Lazy Guy DIY

Part woodworking, part tool reviews, and a little bit of Do-It-Yourself home improvement projects, Lazy Guy DIY is a resource for a laidback approach to that ever-growing project list.

Sawdust, power tools, and sarcasm make up the laziest approach to DIY on the web with Adam from Lazy Guy DIY! Cubicle corporate life during the day fuels the creativity in Adam’s tiny workshop on nights and weekends. With three kids, a house full of pets, and a 1920’s Craftsman-style Bungalow, Adam’s projects run big to small from furniture builds to full-on renovations around the home.

He is also a partner at Makers Challenge Central, a friendly challenge amongst friends to see how creative they can be with one plan and an unlimited amount of ways to modify the plan.

 Website | Instagram

Stephanie, Uncommon Outpost

Stephanie, Uncommon Outpost

Uncommon Outpost produces custom works of art and furniture as well as creative solutions to everyday problems. We strive to inspire and entertain while encouraging viewers to look beyond the mundane design found in everyday life. We want your art and furniture to represent you, whether you commission works from us, take inspiration from something you see here, or do everything on your own.

Stephanie is the artist/maker behind Uncommon Outpost. A lifelong learner, Stephanie has continued to collect skills and hobbies in many areas including fiber arts, leatherworking, sewing, woodworking, sculpture, metalwork, gardening, and home renovation.

Instagram | Facebook

About Organization Conversation

Organization Conversation is hosted by Richard Grove, and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

About Richard Grove

Richard Grove, Host, “Organization Conversation”

Richard Grove‘s background is in engineering but what he enjoys most is brand building through relationships and creative marketing. Richard began his career with the Department of Defense as an engineer on the C-5 Galaxy Engineering Team based out of Warner Robins. While Richard found this experience both rewarding and fulfilling, he always knew deep down that he wanted to return to the small family business that originally triggered his interest in engineering.

Richard came to work for the family business, Dekalb Tool & Die, in 2008 as a Mechanical Engineer. At the time Wall Control was little more than a small ‘side hustle’ for Dekalb Tool & Die to try to produce some incremental income. There were no “Wall Control” employees, just a small warehouse with a single tool and die maker that would double as an “order fulfillment associate” on the occasion that the original WallControl.com website, which Richard’s grandmother built, pulled in an order.

In 2008, it became apparent that for the family business to survive they were going to have to produce their own branded product at scale to ensure jobs remained in-house and for the business to continue to move forward. Richard then turned his attention from tool and die to Wall Control to attempt this necessary pivot and his story with Wall Control began. Since that time, Richard has led Wall Control to significant growth while navigating two recessions.

About Wall Control

The Wall Control story began in 1968 in a small tool & die shop just outside Atlanta, Georgia. The first of three generations began their work in building a family-based US manufacturer with little more than hard work and the American Dream.

Over the past 50+ years, this family business has continued to grow and expand from what was once a small tool & die shop into an award-winning US manufacturer of products ranging from automobile components to satellite panels and now, the best wall-mounted tool storage system available today, Wall Control.

The Wall Control brand launched in 2003 and is a family-owned and operated business that not only produces a high-quality American Made product but sees the entire design, production, and distribution process happen under their own roof in Tucker, Georgia. Under that same roof, three generations of American Manufacturing are still hard at work creating the best tool storage products available today.

Connect with Wall Control:

Company website | Facebook | Instagram

Tagged With: Lazy Guy DIY, makers, Makers Challenge Central, Richard Grove, Uncommon Outpost, Wall Control, woodworking, Workbench Con, WORKBENCHcon

Psychological Dance Steps

February 25, 2022 by John Ray

Psychological Dance Steps
North Fulton Studio
Psychological Dance Steps
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Psychological Dance Steps

Psychological Dance Steps

To be successful in your solo or small firm professional services practice, there are a few “psychological dance steps” you must absorb. The Price and Value Journey is presented by John Ray and produced by the North Fulton studio of Business RadioX®.

TRANSCRIPT

John Ray: [00:00:00] Hello. I’m John Ray on The Price and Value Journey. To successfully build your professional services practice, you must learn a few psychological dance steps- I guess I would call them – with yourself.

John Ray: [00:00:15] You must understand the value of your intervention to the client. You must understand that it’s not about what I’m worth. The IT is the client’s perceived value of the outcomes you create for them.

John Ray: [00:00:32] You must not allow this realization to affect your confidence in yourself or the services you provide. Speaking of confidence, you must be told you’re too expensive on enough proposals to know your pricing is close to where it should be. You can’t be so needy for affirmation that you allow objections to cause you to discount to win business, and that move will fail anyway.

John Ray: [00:01:05] You must be bold enough to walk away from clients who you know are a bad fit for your practice, not just for you, but for them. You must be humble enough to acknowledge that you’re not the best provider for all clients. You must be grateful for the confidence clients place in you. Humble enough to recognize that you must always look for ways to deliver value, whether that benefits you or not.

John Ray: [00:01:40] You must realize that clients change, and you may not be the best fit for them indefinitely. And you must realize, of course, that you change as well.

John Ray: [00:01:51] And with all of this, you must give yourself a little grace and realize that you’ll never get it all exactly right. I know that’s true for me.

John Ray: [00:02:04] I’m John Ray on The Price and Value Journey. If you’d like to find our episode archive, go to pricevaluejourney.com. If you’d like to connect with me directly, email me at John@johnray.co. Thank you for joining me.

 

 

About The Price and Value Journey

The title of this show describes the journey all professional services providers are on:  building a services practice by seeking to convince the world of the value we offer, helping clients achieve the outcomes they desire, and trying to do all that at pricing which reflects the value we deliver.

If you feel like you’re working too hard for too little money in your solo or small firm practice, this show is for you. Even if you’re reasonably happy with your practice, you’ll hear ways to improve both your bottom line as well as the mindset you bring to your business.

The show is produced by the North Fulton studio of Business RadioX® and can be found on all the major podcast apps. The complete show archive is here.

John Ray, Host of The Price and Value Journey

John Ray The Price and Value Journey
John Ray, Host of “The Price and Value Journey”

John Ray is the host of The Price and Value Journey.

John owns Ray Business Advisors, a business advisory practice. John’s services include advising solopreneur and small professional services firms on their pricing. John is passionate about the power of pricing for business owners, as changing pricing is the fastest way to change the profitability of a business. His clients are professionals who are selling their “grey matter,” such as attorneys, CPAs, accountants and bookkeepers, consultants, marketing professionals, and other professional services practitioners.

In his other business, John a Studio Owner, Producer, and Show Host with Business RadioX®, and works with business owners who want to do their own podcast. As a veteran B2B services provider, John’s special sauce is coaching B2B professionals to use a podcast to build relationships in a non-salesy way which translate into revenue.

John is the host of North Fulton Business Radio, Minneapolis-St. Paul Business Radio, Nashville Business Radio, Alpharetta Tech Talk, and Business Leaders Radio. house shows which feature a wide range of business leaders and companies. John has hosted and/or produced over 1,100 podcast episodes.

Connect with John Ray:

Website | LinkedIn | Twitter

Business RadioX®:  LinkedIn | Twitter | Facebook | Instagram

Tagged With: dance, John Ray, Price and Value Journey, pricing, professional services firm, professional services providers, psychological dance steps, small firm, solo, solopreneurs, value

Teens and Social Media

February 25, 2022 by John Ray

Teens and Social Media
North Fulton Studio
Teens and Social Media
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Teens and Social Media

Teens and Social Media (Episode 70, To Your Health with Dr. Jim Morrow)

On this episode of To Your Health, Dr. Jim Morrow addressed some of the issues around teens using social media. While there are benefits to social media, such as entertainment, community, and self-expression, there are also risks like bullying, undue peer pressure, and depression.  To protect teens, Dr. Morrow offered several suggestions, including limiting screen time and monitoring your child’s accounts, and he discussed when to involve a health care provider. To Your Health is brought to you by Morrow Family Medicine, a Member of Village Medical, which brings the care back to healthcare.

About Morrow Family Medicine, A Member of Village Medical

Morrow Family Medicine, a Member of Village Medical, is an award-winning, state-of-the-art family practice with offices in Cumming and Milton, Georgia. The practice combines healthcare information technology with old-fashioned care to provide the type of care that many are in search of today. Two physicians, three physician assistants and two nurse practitioners are supported by a knowledgeable and friendly staff to make your visit to Morrow Family Medicine, A Member of Village Medical one that will remind you of the way healthcare should be.  At Morrow Family Medicine, a Member of Village Medical, we like to say we are “bringing the care back to healthcare!”  The practice has been named the “Best of Forsyth” in Family Medicine in all five years of the award, is a three-time consecutive winner of the “Best of North Atlanta” by readers of Appen Media, and the 2019 winner of “Best of Life” in North Fulton County.

Village Medical offers a comprehensive suite of primary care services including preventative care, treatment for illness and injury, and management of chronic conditions such as diabetes, congestive heart failure, chronic obstructive pulmonary disease (COPD) and kidney disease. Atlanta-area patients can learn more about the practice here.

Dr. Jim Morrow, Morrow Family Medicine, and Host of To Your Health with Dr. Jim Morrow

Covid-19 misconceptionsDr. Jim Morrow is the founder and CEO of Morrow Family Medicine. He has been a trailblazer and evangelist in healthcare information technology, was named Physician IT Leader of the Year by HIMSS, a HIMSS Davies Award Winner, the Cumming-Forsyth Chamber of Commerce Steve Bloom Award Winner as Entrepreneur of the Year and he received a Phoenix Award as Community Leader of the Year from the Metro Atlanta Chamber of Commerce.  He is married to Peggie Morrow and together they founded the Forsyth BYOT Benefit, a charity in Forsyth County to support students in need of technology and devices. They have two Goldendoodles, a gaggle of grandchildren and enjoy life on and around Lake Lanier.

Facebook: https://www.facebook.com/MorrowFamMed/

LinkedIn: https://www.linkedin.com/company/7788088/admin/

Twitter: https://twitter.com/toyourhealthMD

The complete show archive of To Your Health with Dr. Jim Morrow addresses a wide range of health and wellness topics and can be found at www.toyourhealthradio.com.

Dr. Morrow’s Show Notes

What’s the impact?

  • Social media is a big part of many teens’ lives.
    • A 2018 Pew Research Center survey of nearly 750 13- to 17-year-olds found that 45% are online almost constantly
      • and 97% use a social media platform,
        • such as YouTube, Facebook, Instagram or Snapchat.

But what impact does social media use have on teens?

Social media benefits

  • Social media allows teens to create online identities,
    • communicate with others
    • and build social networks.
      • These networks can provide teens with valuable support,
        • especially helping those who experience exclusion or have disabilities or chronic illnesses.
      • Teens also use social media for entertainment and self-expression.
        • And the platforms can expose teens to current events,
          • allow them to interact across geographic barriers
            • and teach them about a variety of subjects,
              • including healthy behaviors.
            • Social media that’s humorous or distracting or provides a meaningful connection to peers and a wide social network might even help teens avoid depression.

Social media harms

  • However, social media use can also negatively affect teens,
    • distracting them,
    • disrupting their sleep,
    • and exposing them
      • to bullying,
      • rumor spreading,
      • unrealistic views of other people’s lives
      • and peer pressure.
    • The risks might be related to how much social media teens use.
      • A 2019 study of more than 6,500 12- to 15-year-olds in the U.S.
        • found that those who spent more than three hours a day using social media might be at heightened risk for mental health problems.
        • Another 2019 study of more than 12,000 13- to 16-year-olds in England
          • found that using social media more than three times a day predicted poor mental health and well-being in teens.
        • Other studies also have observed links between high levels of social media use and depression or anxiety symptoms.
          • A 2016 study of more than 450 teens found that
          • greater social media use, nighttime social media use and emotional investment in social media —
            • such as feeling upset when prevented from logging on —
  • were each linked with worse sleep quality and higher levels of anxiety and depression.
  • How teens use social media also might determine its impact.
    • A 2015 study found that
      • social comparison
      • and feedback seeking
        • by teens using social media and cellphones was linked with depressive symptoms.
        • In addition, a 2013 study found that older adolescents who used social media passively,
          • such as by just viewing others’ photos,
            • reported declines in life satisfaction.
            • Those who used social media to interact with others or post their own content didn’t experience these declines.
          • Another study on the impact of social media
            • on undergraduate college students
              • showed that the longer they used Facebook,
                • the stronger was their belief that others were happier than they were.
                • But the more time the students spent going out with their friends, the less they felt this way.
              • Because of teens’ impulsive natures,
                • experts suggest that teens who post content on social media
                  • are at risk of sharing intimate photos or highly personal stories.
                  • This can result in teens
                    • being bullied,
                    • harassed or
                    • even blackmailed.
                    • Teens often create posts without considering these consequences or privacy concerns.

Protecting your teen

  • There are steps you can take to encourage responsible use of social media and limit some of its negative effects.
  • Consider these tips:
  • Set reasonable limits.
    • Talk to your teen about how to avoid letting social media interfere
      • with his or her activities,
      • sleep,
      • meals
      • or homework.
      • Encourage a bedtime routine that avoids electronic media use, and keep cellphones and tablets out of teens’ bedrooms.
        • Set an example by following these rules yourself.
      • Monitor your teen’s accounts.
        • Let your teen know that you’ll be regularly checking his or her social media accounts.
          • You might aim to do so once a week or more.
          • Make sure you follow through.
        • Explain what’s not OK.
          • Discourage your teen
            • from gossiping,
            • spreading rumors,
            • bullying
            • or damaging someone’s reputation —
              • online or otherwise.
              • Talk to your teen about what is appropriate and safe to share on social media.
            • Encourage face-to-face contact with friends.
              • This is particularly important for teens who are vulnerable to social anxiety disorder.
            • Talk about social media.
              • Talk about your own social media habits.
                • Ask your teen how he or she is using social media
                  • and how it makes him or her feel.
                  • Remind your teen that social media is full of unrealistic images.

If you think your teen is experiencing signs or symptoms of anxiety or depression related to social media use, talk to your child’s health care provider.

Tagged With: anxiety, Depression, Dr. Jim Morrow, human trafficking, Social Media, teens, To Your Health With Dr. Jim Morrow, Village Medical

The R3 Continuum Playbook: Should I Start a Mental Wellness Program at My Company? – An Interview with Dr. George Vergolias, R3 Continuum on the Decision Vision Podcast

February 24, 2022 by John Ray

R3 Continuum
Minneapolis St. Paul Studio
The R3 Continuum Playbook: Should I Start a Mental Wellness Program at My Company? - An Interview with Dr. George Vergolias, R3 Continuum on the Decision Vision Podcast
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R3 Continuum

The R3 Continuum Playbook: Should I Start a Mental Wellness Program at My Company? – An Interview with Dr. George Vergolias, R3 Continuum on the Decision Vision Podcast

Dr. George Vergolias, Medical Director at R3 Continuum, was a guest on the Decision Vision podcast, hosted by Mike Blake, discussing whether an organization should start a mental wellness program. In this insightful episode, Dr. Vergolias laid out the considerations and issues involved, best practices for meeting the needs of people’s emotional and psychological health, the rise of telehealth, the potential returns of such programs, the characteristics of a successful program, and much more.

The show archive of the Decision Vision podcast can be found here. The R3 Continuum Playbook is presented by R3 Continuum and is produced by the Minneapolis-St.Paul Studio of Business RadioX®. R3 Continuum is the underwriter of Workplace MVP, the show which celebrates heroes in the workplace.

TRANSCRIPT

Intro: Broadcasting from the Business RadioX studios, here is your R3 Continuum Playbook. Brought to you by Workplace MVP sponsor R3 Continuum, a global leader in workplace behavioral health, crisis and security solutions.

Shane McNally: Hi, there. My name is Shane McNally, marketing specialist for R3 Continuum. This week’s R3 Continuum Playbook is going to be a bit different. We’re really excited to share that R3 Continuum Medical Director, Dr. George Vergolias, was recently a guest on the Decision Vision podcast. Dr. Vergolias had a conversation with Mike Blake from Brady Ware & Company, where they discussed mental wellness programs, and if it’s worth considering the implementation of one at your organization. They also discussed best practices for supporting emotional and psychological health, the rise of telehealth and what it takes to create and implement a mental wellness program successfully. Here’s the full conversation between Mike Blake and Dr. George Vergolias.

Mike Blake: Dr. Vergolias, welcome to the program.

George Vergolias: Thank you, Mike. It is a pleasure to be here.

Mike Blake: So, let’s start from the basics because I think people could define this differently depending on their context. How do you define mental wellness?

George Vergolias: So, the World Health Organization has, I think, a very usable and approachable definition. They define it as a state of wellbeing in which the individual in his or her own abilities can cope with the normal stresses of life. They can work productively and fruitfully. And they can make a contribution to their society. I kind of simplified that a little bit, and I like talking about mental wellness as a synergy between emotional, psychological, physical, and spiritual ways of being in the world that allow us to thrive.

Mike Blake: So, you’ve been doing this a long time, obviously, you have a lot of expertise in this field. When people think about or consider implementing a mental wellness program, what does that look like? Most of us know what a physical wellness program looks like. It could be gym memberships, and it could be walks, it could be stretching at your desk, not sitting for too long, all kinds of things of that nature, healthy snacks in the break room. But I’m not sure all that familiar with what a mental wellness program looks like. So, what, in your mind, does that look like? And maybe you can share some best practices with us?

George Vergolias: Sure. Really, it is a program that is designed at the highest level around meeting the needs of people’s emotional and psychological health. I mean, that’s kind of built into the definition. So, what does that mean in terms of best practice or what should you consider if you’re a leader at an organization? There’s a number of things that I’d recommend.

George Vergolias: And the first is, it has to be catered to your organization’s needs and to your organization’s culture. I’m not a fan of a one size fits all. There are different pain points. There are different needs, different industries, different companies, different cultures. And even in the same company, you might have different regions of the world or of the country in the U.S. that have different needs. So, it has to be catered to your needs and culture. It has to be collaborative both internally amongst various departments, as well as with outside vendors that can provide additional resources that you, as the organization, may not be an expert at.

George Vergolias: Leaders and managers need to be invested, engaged, and accountable at the highest level. I think a good example of this, which also shows some vulnerability, is Sheryl Sandberg from Facebook. Strong advocate of a mental health program, came out with her book a number of years ago, Lean In, and really was very open about her own experiences and her own vulnerabilities.

George Vergolias: That really sets a tone for employees. You want the employees to be engaged and you want their input to be part of the process of developing a program. You need to have a clear rollout and a communication plan. You need to leverage technology to support the initiative. On this front, remember, technology is a tool, it’s not the goal.

George Vergolias: I think what has happened in recent years is there have been some technology driven giants that have come on the scene that have wonderful apps and they have wonderful engagement in terms of the technology side. But they don’t necessarily have the best throughput in terms of impacting functional or behavioral change.

George Vergolias: And two more things I’d recommend. Consider a plan for anticipated barriers. Given your unique needs and culture, what are the things that you might hit roadblocks on and anticipate that ahead of time. And lastly, you want to address a menu of offerings in that service plan. Ideally, it shouldn’t be just psycho-educational trainings, or just peer support, or just access to the EAP, or access to mental health services. One size doesn’t fit all, and you really want a range of those things as you’re applying these programs.

Mike Blake: So, an argument might be that employees have it pretty good right now. And I’m not saying I’m saying this, but I have heard this argument, and you probably have too. Employees have not had as much power as they have right now – in my lifetime, for sure – to kind of pick and choose where they want to work, how they want to work. Many of them are working home. And for baby boomers and some Gen Xers, that seems kind of cushy, frankly.

Mike Blake: And so, that leads to the question, you know, is this question of a mental wellness program relevant to organizations that now have large numbers of people working from home? Can a company even put something in place to help them? Because with people working at home now that each have their own individual environments, now their each individual needs that are no longer kind of collectivized by an organization, they’re so diffused and so diverse now. Does that take a mental wellness program off the table? Are there things that companies can do to promote mental wellness, even if you have a largely remote workforce?

George Vergolias: It’s a great question, Mike. And my answer is, it absolutely does not take it off the table. In an interesting way, it heightens the need. Let me throw out some details for you. In March of 2021, the Microsoft Work Trends report was published. And what they came out with is a number of interesting findings, and I’m just going to throw a few out just to anchor this discussion. Compared to 2020, as they went into 2021, they saw a 100 percent increase in the use of Microsoft Teams. The average meeting was extended by ten minutes.

George Vergolias: There was an increase of 45 percent more chats being sent at random times of the day. And one of the difficulties we were finding is you always had to be on camera. So, if you were on camera, it’s really interesting that people don’t realize is if you’re in a board meeting or just a conference meeting at your workplace, you can see the speaker or your boss, and you can see if they’re paying attention to you. So, you can divert your gaze. You could take a sip of water. You can scratch your nose. You can do a million things.

George Vergolias: What’s so odd is when you’re on a Zoom meeting with eight people, you don’t know who’s looking at you at that exact moment. And so, there’s this sense of you always need to be on. You always need to be completely focused. That’s mentally exhausting. And so, there’s these realities of working remote that has really been difficult.

George Vergolias: What we’ve also seen is – this is really a fascinating study – the increased number of emails delivered in February of 2021 versus February of 2020 based on this same study, it increased in the U.S. 40.6 billion more emails were sent. So, what’s interesting is when you think of chat and you think of email, think of the disruptive nature. At any moment in the day, these things can come in and interfere with your work productivity, with your focus.

George Vergolias: And it’s like the real exhaustion. Eighty percent of employees say that they’re more productive through 2020 and through 2021, but 60 percent feel they’re overworked, and 40 percent feel exhausted. And leaders tend to be out of touch. A study from about three or four months ago by Deloitte showed that 61 percent of leaders say that they’re thriving, but only 38 percent of employees say that they’re thriving.

George Vergolias: So, the point with all of this is although that remote environment early on seemed really nice, “I could pick my kids up. I could eat lunch in my own, you know – I could wear my gym bottoms if I’m not showing, you know -” all of these things are wonderful. This sense of merging my home-personal life and my work life and not having clear boundaries with all the things I’ve already mentioned really resulted in a great deal of emotional exhaustion.

George Vergolias: And so, now, more than ever, the creative but problematic issue is, how do we engage employees in a remote work environment in a way that still meets those needs, that meets those behavioral and cognitive and psychological needs. So, it’s definitely needed and it’s a big challenge.

Mike Blake: The Zoom thing is interesting, and you’re right, it is exhausting. It is exhausting to be on camera. I think we all now have a greater appreciation for how hard it is for people who are on TV or the movies as a living. And I think, also, you become so aware because you see yourself often. If you haven’t turned off your own sort of picture that creates a self-consciousness that, I think, is also draining.

George Vergolias: You know what’s interesting, Mike, if I could just interject. What we’ve done at R3 Continuum – which I love this idea. It wasn’t my idea. I think our ops director came up with this because she read an article – is we tacitly or explicitly gave permission for people to go off camera, whether it’s because their kids are screaming in the background, or their dogs barking, or maybe they didn’t clean up, some of our folks were doing these calls from their bedrooms. There’s a number of reasons why you would want to do that. But that really gave permission for people to say as long as you’re still focused within reason as you normally would be in the office, you can go off camera if you need a relief.

Mike Blake: Yeah. And, also, I wonder, you know, I’ve heard that some people are more focused when they can be also a little distracted. You know what I mean? They’re doodling or something, right? But being on camera where you just sort of have to lock your eyes into the camera and you can’t do that, I think that’s also very stressful for people. And turning off the cameras is a really good idea.

George Vergolias: Yeah. Absolutely. Absolutely.

Mike Blake: So, speaking of boundaries, here’s a question I want to ask. Are there any limits or are there boundaries in terms of how realistic it is to expect a mental wellness program to perform in terms of addressing potential sources of mental unwellness? Are there certain things that a corporate mental wellness program can or can’t do despite your best of intentions throwing all the resources at it that you want? Or is anything on the table? Could a well-constructed, well-funded mental wellness program achieve almost anything you want?

George Vergolias: I don’t think it can achieve anything you want. I think what it can do, it can really help prevent a host of developing issues, like anxiety, depression, substance abuse, even suicidal ideation. It can’t fully prevent those. But what it can do is help catch those upstream when they’re developing, and then get people to the proper resources, be they formal clinical treatments, or what we call more organic supportive resources, like peer support, mindfulness programs, psycho-educational training, things of that nature. That could be really helpful.

George Vergolias: And by doing that, the upside is that can impact morale. It could impact productivity, which has a bottom line impact on businesses. And most importantly, it can impact cultural cohesion and cultural engagement. It impacts talent retention, all of those.

George Vergolias: There are some limits, though. So, some things I think it cannot really do is, if somebody has a moderate to severe mental health problem, they probably need formal clinical treatment. They need to be referred to proper treatment providers that can address that either through psychotherapy and/or medications. It’s important to know that it can’t do all of that.

George Vergolias: The other thing I don’t think it can do fully without a separate approach is we see that there’s a host. And we certainly have seen in ’20 and ’21 a host of cultural tensions that emerge at the workplace, be they related to political, ethnic, racial, gender, regional differences. The big two that we’ve been involved in a great deal are the collective response to the murder of George Floyd and the demonstrations, and those demonstrations that then turned into riots. And then, of course, mask mandates and vaccine mandates.

George Vergolias: These are really tough hot points that all the way wellness program can raise the emotional IQ of your employees. And they can alleviate how that tension manifests. If you want to address those kind of cultural issues, you need to address them head on and in some different ways. A wellness program can complement that process very well. But it is not in in it of itself going to take those cultural issues away or off the table.

Mike Blake: And I’m glad you brought that up because it leads into a question I wanted to make sure to cover, and I’ll bet you encountered this. What if the company itself is the source of the mental and wellness? The new word in everybody’s lexicon now is toxic. And there are toxic people, there are toxic workplaces. I think that social media has amplified toxicity in a profound and pervasive way. And as a company reflects on or considers putting in a mental wellness program, is it possible they’re going to find that they’ve seen the enemy, and it is us. That they may be actually self-defeating because they’re the cause of the mental unwellness to begin with?

George Vergolias: One hundred percent, I agree with that. It can be very counterproductive. And I said this earlier, but it’s important to just say it again, it’s really important to know thyself as an organization, to know your culture, know your employees, know your leaders, know your pain points.

George Vergolias: It’s interesting, Mike, the image that comes to mind is imagine you spend $10,000 to landscape your backyard. The landscaper comes in, does wonderful works for weeks and does great. It looks like a Zen garden when they leave. And then, for the next six months, you don’t do anything. You don’t water, you don’t mulch, you don’t weed. What happens? It falls in complete disarray.

George Vergolias: We have seen some companies who do a pretty good launch of a wellness program, or they partner with groups like R3 or others, and we do a really good launch working in tandem with them, but they’re not dealing with their cultural toxicity. And that just undermines the foundation on which all of that is based. What’s really interesting when you think of a physical wellness, bring in massage therapists, have a dietician come in, there’s a number of other ways you can do that. In part, you need to be engaged in that process for it to be beneficial. But there’s physical benefits that one can get without necessarily voluntarily being engaged in the process.

George Vergolias: When you think of mental wellness, the recipient has to have buy in. They have to believe in it and they have to do the work. And if you don’t have a culture of trust, if you have a culture of stigmatization against feeling vulnerable or admitting that you have mental health challenges, the best program in the world just isn’t going to take off. So, it’s a really poignant question that you raise.

Mike Blake: So, in point of fact, this may be something that might be considered hand in hand with a leadership and cultural evaluation. Because it seems to me this is a real double-edged sword of a mental wellness program is that, if you put that in, you may find things out about your organization that you don’t necessarily love.

Mike Blake: I can easily see a scenario in which you put in a mental wellness program, let’s say, you have a telemental health consultations. And then, an employee says, “Yeah. I’m not the underperformer. My boss is really toxic. I’m quitting.” I mean, that’s a very real possible outcome, right?

George Vergolias: That’s absolutely right.

Mike Blake: And I kind of even wonder if before you put in a mental wellness program, you may want to do some sort of self-evaluation to make sure that, again, you’re not the one causing the mental unwellness in the first place.

George Vergolias: I think that’s very important. And that’s why that engagement, all the way from top to bottom, of getting input, certainly, from leadership – that’s important – middle management, all the way down to your frontline employees is critical, so you can understand what those insights are. And it’s critical to do it in a way, I recommend doing that in an anonymous way so that people can feel more comfortable being open and there won’t be backlash on their job. Because what you really want is you don’t necessarily want people to fall in line in that step of the process. You want really honest and candid, almost gut punch data so you can take a really good appraisal of where are we as a company, and what are the pain points that we need to solve along those lines? I totally agree with that.

Mike Blake: So, you’ve done this for a long time and, of course, you’re right in the middle of it with coronavirus, are you able in any way to measure kind of the ROI of putting programs like this? And what have you seen in terms of improved company performance, bottom line-wise, for companies that have successfully implemented mental wellness programs?

George Vergolias: Yes. Again, great question. And it’s something that if you go back five years and certainly ten years ago, there was some studies that showed ROI, but I don’t think they were nearly as well developed. What we’re seeing just in the last two years is what I’d refer to as an explosion of studies looking at what is the ROI, not only in terms of human impact, but also in terms of bottom line.

George Vergolias: And the ultimate conclusion – I’ll give you a quick data point from a Canadian study that was done recently – you have to make a business case for the benefit as well at some point to get that buy in. So, what’s interesting is Deloitte did a study – now, this was November of 2019. So, what’s interesting here is that was actually at the frontend or just before the pandemic – and they were looking at a wellness program across ten different large companies in Canada.

George Vergolias: And what they found going in, they estimated that ten percent of those employees across that sample size had depression. And the annual cost of depression – and this is in the U.S. – is $31 to 51 billion in terms of lost productivity, absenteeism, presenteeism, and so on.

George Vergolias: And what we know is the World Economic Forum estimates that the cost globally is going to be six trillion and that’s for mental health problems globally, the business loss or the cost of decreased productivity. What’s interesting is when they did this study and they looked at productivity, they looked at engagement of employees, they looked at talent acquisition and overall throughput of work, they found that after three years, there was a 60 percent ROI on dollar spent. And after four plus years, four or five six years, that ROI went up 118 percent. And that’s based on the productivity, and the output, and the creative inventive-ism, if you will, or ingenuity that people were bringing to the table.

George Vergolias: Because the hard reality is, if you have a burned out, exhausted, anxious, depressed core group in your workforce, they’re not being innovative, they’re not being collaborative. They are getting by day-by-day and they’re not pushing the envelope from a business perspective. That’s not the talent you want. Well, you want that talent, but you want that talent to be more at a place of wellness and thriving is what I meant by that.

Mike Blake: So, one question that comes to mind and probably may come to mind with some of our listeners is that, we’re reading all over the place that this is a great time to be a therapist or a psychologist or psychiatrist. You know, most doctors, they’re not even taking new patients right now. You can’t get a consult. How do companies kind of address that or not let that stand in the way of providing resources to their employees?

George Vergolias: So, first, that’s an absolute harsh reality right now. And what’s interesting as a side note, in my work with my Telepsych company, we’ve been doing telehealth for almost 19 years. And up until the pandemic, we struggled with a lot of hospitals getting them to really adopt a telemental health approach. As you said earlier, Mike, as soon as COVID hit, it was like overnight that acceleration adoption just accelerated.

George Vergolias: So, an upside is that there are a lot more options of access to therapists, psychiatrists, social workers, psychologists, and so on via telemental health. And those definitely should be explored. If you are a company, or an HR director, or a company leader, and you are not open to telemental health options, you are really missing out on a wonderful opportunity to expand the reach of resources to your employees. And very soon you’re really falling behind. So, that’s one point.

George Vergolias: The difficulty, though, is I would say that corporations, companies, particularly HR directors, I think they really need to demand and expect their EAPs to continue to build those networks in a way that can meet their client’s needs. They’re paying for services, and it’s important that those networks be developed, be they incite or onsite evaluations and treatment or telemental health services.

George Vergolias: So, that’s one thing I would recommend that if you have an EAP in place, really have dialogue with them about what are the options that you’re offering and how are you shoring up those service gaps. I think that’s really important.

Mike Blake: Now, aside from direct consultations with therapists, what are some other examples of features of wellness programs that companies can put in place, or offerings, if you will?

George Vergolias: Yeah. Certainly. Certainly. So, what we tend to see in those that are most successful is we tend to see an array of offerings. So, these can include psycho-educational resources. Many of those are online trainings, various videos, how to manage conflict at home, how to handle marital conflict, how to handle conflict with your teenage child, managing anxiety, navigating through a panic attack. Again, I could go on. There could be hundreds of topics.

George Vergolias: We actually have a software program that we’ve developed that has well over 100 different modules on mental health and mental wellness that people can choose. And get a quick three to five minute kind of video on either educating them on the nature of the condition of the symptoms or helping them navigate and understand how to navigate those symptoms. There’s a lot of programs out there that do that.

George Vergolias: Another would be, these programs really should also have a factor of peer support and empowering a culture of support and, what I call, empowering a culture of vulnerability, where it destigmatizes mental health, it allows people to feel like they have support, and it allows people to feel safe to reach out and say I need some help. It’s important to have a clear communication plan and roll out the program. We see good programs where half the employees don’t even understand the program exists or understand how the program can benefit them.

George Vergolias: Beyond that, emotional and physical health education, adoption, and integration into the culture, self-help or mindfulness initiatives, peer support, disruptive event management is something R3 does a great deal of across the U.S. and globally. Helping people adjust to traumatic or disruptive events that occur at the workplace. Early intervention support, whether it’s destigmatizing campaigns, mental health first aid, all of these other things that we provide.

George Vergolias: And then, at some point, helping people identify when do you need more formal clinical treatment, mental health treatment, and then linking people to resources so they can access that.

George Vergolias: One last thing I’ll add that I don’t think is explored enough is developing access to what I call organic community resources. I mean, it used to be, and for some of us it still is. It used to be where you can go to your church, you can go to your local clubs, you can go to your local neighborhood groups, ethnic groups, whatever it may be, and you can still get a lot of support. Now, we have a culture by which many of us move around state by state. We are more disjointed than we were pre-COVID. And it’s harder to access some of those more natural supports or organic supports. So, I think that’s another thing that programs should consider as well.

Mike Blake: Now, what about things that are really sort of – I want to get a little bit granular with you if that’s okay – like encouraging meditation or meditation training, breathing exercises. A big one might be, for example, trying to organize some kind of group events, whether in-person or remotely. Because, you know, one of the downsides for many people for remote working is loneliness and isolation.

George Vergolias: Now, not for me, I’m an extreme introvert. So, you know, my wife is not concerned about me cheating on her. Her biggest concern is that I’m going to be picked for the Mars mission because I’m like, “You’re going to put me in a tin can by myself for three years? I’m in.” But, unfortunately, they don’t want fat old people on the mission, so there’s no danger of that. But the point is that sort of these other programs that just try to be a little bit kind of interventional. I guess my question is, are they used with any effectiveness in the workplace alongside the other things that you’re describing?

George Vergolias: I think they are. I think what’s really interesting is mindfulness and meditation programs, including just apps. There’s a proliferation of apps that talk about this as well. The value that they have shown over time, over the last five plus years, has really been astounding in terms of people just being more mindful, more aware of what they’re feeling, more aware of developing conflicts or symptoms over time.

George Vergolias: And I think that has been a huge development forward. Now, this is hard to measure, but I believe anecdotally and based on 20-some years of experience, it has been a huge benefit in helping people stem off more severe development of, not only interpersonal conflict, but other symptoms, developing more severe symptoms of depression or anxiety.

George Vergolias: I also feel it has a counter. These things not only prevent things from getting bad. They help us do better. They help us perform better. They help us have more meaningful relationships. They help us have more happiness and moments of gratitude in our life. So, I think that those are very powerful aspects to a program without doubt.

Mike Blake: So, how expensive are these programs? I understand that it depends on how kind of deep you want to go. I’m sure there are Cadillac programs and there are cheaper programs. But let’s say relative to a conventional healthcare physical health program, are mental wellness programs or should companies expect to spend roughly as much, or more than, or less than whatever they’re spending on their physical health programs?

George Vergolias: That’s a tough one to answer. I’ve got some insights that I’ll offer. Please take these with a certain degree of flexibility. I have to say that, of course, it’ll vary by scope and size. We work with companies that want to roll out a mindfulness meditation program that can be really focused and relatively inexpensive, depending on the nature of what they want to do. We’ve had companies that want to roll out an app that’s already well developed on the App Store or on the Android Store, and they just want some communication around benefits of using it. That can be really kind of low budget, relatively speaking, and still can have some value.

George Vergolias: And then, there’s companies that want to offer a full menu of all the things I already talked about in terms of the full comprehensive menu. So, that will depend a great deal. The key, I think, is identifying the needs and the pain points of your organization and then prioritizing what is it that you want to impact first. And realize that even the biggest, best programs out there with the most resource laden companies that make billions of dollars a year, none of them do all of this that we’re talking about today, Mike. None of them do all of it.

George Vergolias: You know the the old saying, “How do you eat an elephant? One bite at a time.” So, start with where do you think your biggest pain points are? What do you think you’re going to get the best buy in from employees all the way up to leadership? And start with that. It might be a psycho-educational training library. It might be a mindfulness program. It might be just offering peer support groups so people can talk about what they’re struggling with pertinent to remote work or work from home.

George Vergolias: Interestingly, at R3, we offered a parenting support interface, kind of a peer support for parents, including some resources. And what we did is we actually sent those parents a three month subscription to Tinker Crate. And I don’t know if you know what Tinker Crate is, but it’s like a little kit developmentally appropriate for different ages. They could put together different types of little engines or little mechanized things, and it’s kind of a nice, scientific-based project that they can do.

George Vergolias: Well, what we had is we had a whole bunch of our single workers say, “What about us? We’re still struggling. And in a way, we’re struggling more because I’m home alone in an apartment. I don’t have a wife, a husband, or two kids.” And so, it made us really think, “Darn. We really missed that.” And so, we pivoted and we offered other support resources.

George Vergolias: But that’s what I would say, it’s really hard to come up with a price tag because the scope could vary greatly. What I will say, I would not expect it to cost as much as the physical wellness.

Mike Blake: So, I have a view – and you tell me if I’m full of it or not – but I think one thing that mental and physical wellness programs have in common is that, in the right circumstance, you can get a lot of bang for the buck with a very minimal investment. Those Tinker Crates, I think, is a great example. It might cost you $20 per month per employee, maybe. But that can make a huge difference. If that keeps an employee happier, more stable, more actualized for a couple of weeks after that, boy, what a great investment.

George Vergolias: I can’t agree more. You know what’s it’s interesting, Mike? I think of those times in my life where I’m having a really rough day and I’m checking out at the grocery store. And the person at the register clerk or the cash register says, “Boy, I really like your haircut,” or, “I love that shirt”. I’m not feeling like the Dalai Lama. Like, I’m not absolutely at the zenith of my happiness as a result. But it just lifts me enough to feel like, “Well, that was kind of nice.” And that then sets in motion a trajectory of incremental steps throughout the rest of the day or the night where I keep improving on that.

George Vergolias: I call those emotional strokes. Small emotional scopes that give you that uplift, that just give you that feeling of I’m not alone, these other people or these leaders get it, they understand what I’m dealing with. And this was just a nice little small blessing for me today. Those make a big difference. They really do.

Mike Blake: I’m talking with Dr. George Vergolias. And the topic is, Should I start a mental wellness program at my company? We’re running out of time, unfortunately, so I only have time for a couple more questions. But what I do want to make sure we get out there is, what are best practices for companies to measure whether their wellness programs are working or doing the job they’re being asked to do?

George Vergolias: So, certainly, what I would say is, you have to start by being very clear on what are you trying to achieve. Absolutely. You need to know that. What are you trying to achieve? What are the goals? And then, operationalizing those in a way that you can measure them. And what I tend to do is I tend to put it into two buckets.

George Vergolias: One is satisfaction, because you want your employees and your leaders to have engagement in the program. And often, in its highest form, it’s a satisfaction type question or a series of questions. How’s the program working? Do you feel you’re getting better? Do you feel it meets your needs and so on?

George Vergolias: By the way, a lot of companies stop there. And some people may not agree with me, but I’m a big fan that satisfaction doesn’t always indicate outcome or functional benefit. I could be very happy with a therapist and I’m still not getting better. And one of the reasons I’m happy with a therapist is they’re not challenging me to get better. Think of a physical therapist or think of a personal trainer that doesn’t piss you off occasionally or get you angry, that’s not a very good physical therapist and that’s not a very good personal trainer.

George Vergolias: So, what you also need to measure is what are the behavioral functional changes that are occurring over time? And from a business perspective, what is the productivity or the impact on the business that is promoting the business forward? It could be increased team collaboration. It could be a measure of increased innovative ideas. It could be increased operational efficiency.

George Vergolias: There’s a number of ways companies can define that. But that’s what I would say that you need to answer both of those buckets, satisfaction and then – what I call – functional outcome. And that has two types, the behavioral and kind of functional aspect of the individual and then the business functional improvement that you’re seeing as a result. That’s how I would structure that.

Mike Blake: Yeah. And it occurs to me, I’ll bet you there are KPIs that can be structured around this. You know, for example, it could be productivity, it could be turnover, it could be tenure, in some cases, even your pay scale. You have to pay people more to work for you just because you’re not all that pleasant to work with.

George Vergolias: Absolutely.

Mike Blake: George, this has been a great conversation. I’ve got about ten more questions I love to ask, but we’re running out of time.

George Vergolias: I understand.

Mike Blake: I’m sure that there are questions that our listeners would have liked me to cover that we didn’t or would have liked us to cover in more depth. If they’d like to follow up with you on some of these issues, can they do so? And if so, what’s the best way to do that?

George Vergolias: Absolutely. So, you can do so by emailing me at George, G-E-O-R-G-E, .vergolias, V as in Victor-E-R-G-O-L-I-A-S, @r3c.com. Or my office line, feel free to give me a call, area code 952-641-0645, and I’d be happy to engage.

Mike Blake: That’s going to wrap it up for today’s program. I’d like to thank Dr. George Vergolias so much for sharing his expertise with us.

Shane McNally: What an educational and important podcast episode. If you’re a small business owner, make sure you check out Mike Blake and the Decision Vision podcast, where Mike covers topics and issues small business owners are facing and talks with experts about solutions for those issues. If you’d like more information on mental wellness programs or are looking for different strategies to offer the best support and resources for your employees, R3 Continuum can help. Learn about our R3 Continuum Services and contact us at www.r3c.com or email us directly at info@r3c.com

Show Underwriter

R3 Continuum (R3c) is a global leader in workplace behavioral health and security solutions. R3c helps ensure the psychological and physical safety of organizations and their people in today’s ever-changing and often unpredictable world. Through their continuum of tailored solutions, including evaluations, crisis response, executive optimization, protective services, and more, they help organizations maintain and cultivate a workplace of wellbeing so that their people can thrive. Learn more about R3c at www.r3c.com.

R3 Continuum is the underwriter of Workplace MVP, a show which celebrates the everyday heroes–Workplace Most Valuable Professionals–in human resources, risk management, security, business continuity, and the C-suite who resolutely labor for the well-being of employees in their care, readying the workplace for and planning responses to disruption.

Connect with R3 Continuum:  Website | LinkedIn | Facebook | Twitter

Tagged With: Decision Vision podcast, Dr. George Vergolias, Mental Wellness Program, Mike Blake, R3 Continuum Playbook, workplace mental health, Workplace MVP

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