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ProfitSense with Bill McDermott, Episode 14: Lisa McGuire, Marketing Consultant; Andrew Sullivan, Sullivan and Schlieman Wealth Management; and Craig Pate, Wilson Lewis

October 15, 2020 by John Ray

Sullivan and Schlieman
North Fulton Studio
ProfitSense with Bill McDermott, Episode 14: Lisa McGuire, Marketing Consultant; Andrew Sullivan, Sullivan and Schlieman Wealth Management; and Craig Pate, Wilson Lewis
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ProfitSense with Bill McDermott, Episode 14: Lisa McGuire, Marketing Consultant; Andrew Sullivan, Sullivan and Schlieman Wealth Management; and Craig Pate, Wilson Lewis

Host Bill McDermott is joined by marketing consultant Lisa McGuire, Andrew Sullivan of Sullivan and Schlieman Wealth Management, and Craig Pate, CPA, with Wilson Lewis. “ProfitSense with Bill McDermott” is produced and broadcast by the North Fulton Studio of Business RadioX® in Alpharetta.

Lisa McGuire, Business Growth Advisor and Marketing Consultant

Lisa McGuire

When the rules of business shift, one thing stays the same. Businesses need to be clear about the value they offer and communicate it effectively to the marketplace.

This is exactly what Lisa McGuire helps her clients do. Lisa McGuire is a Business Growth Advisor and Marketing Consultant to professional services and personal brands (coaches, consultants, authors, speakers). She leverages her experience as the marketing leader of a startup, where she created the brand position and message that grew a vision-based company to raise $50M in capital funds with an $18M annual operating budget.

Integrating her strong background in educating others, Lisa equips her clients with strategies to align their teams, attract and convert leads, boost revenue, and retain clients. She is a StoryBrand Certified Guide, Business Made Simple Coach, workshop speaker, and the co-host of the Business Growth Insiders Podcast.

Andrew Sullivan, Managing Partner and Wealth Advisor, Sullivan and Schlieman Wealth Management

Andrew Sullivan, Sullivan & Schlieman Wealth Management, LLC
Sullivan and Schlieman Wealth Management, LLC is a comprehensive wealth planning firm established to serve affluent individuals and their families in an effort to plan for and achieve their financial goals. With a combined total of over 150 years of industry experience, we have the expertise to develop a plan that is specific to your needs.

Andrew Sullivan is managing partner and wealth advisor of Sullivan & Schlieman Wealth Management, LLC. In this role, he offers access to a full range of comprehensive financial services, including estate, financial and income planning, as well as strategic and tactical portfolio construction and management.

Prior to forming Sullivan & Schlieman Wealth Management, LLC in 2008, Andrew was a financial advisor and senior vice president at SunTrust Investment Services for nearly 20 years.  He has been in the financial services industry since 1989.

Andrew graduated from The University of Georgia with a bachelor’s degree in finance and received a master’s degree in international business from Georgia State University. He is a CERTIFIED FINANCIAL PLANNER™ designee, earned through studies conducted at Oglethorpe University.

Currently, Andrew is a member of the Board of Trustees for Children’s Healthcare of Atlanta Foundation Board and a member of the Annual Fund Committee for Children’s Healthcare of Atlanta. Andrew sits on the Student Affairs Development Board and is Chair of the Emerge/Leadership Programs Subcommittee for Auburn University..  Andrew is a former member of the Terry College of Business Alumni Board. After 7 years of committed service to The Schenck School, Andrew was named to their Emeritus Board. He served on the Executive Committee and was Chairman of the Board of Trustees at The Schenck School, where he also served as Chairman of the Financial Aid Committee He served on the board for Habitat for Humanity North Central Georgia, and served as the organization’s treasurer. Andrew also served on the Development Committee for Wesleyan School for four years. In 2011, in recognition of Andrew’s community involvement, he was nominated for the Turknett Leadership Character Award.

Andrew and his wife Donna reside in Alpharetta, GA with their two children, Drew and Katie. He spends his free time with his family. They enjoy frequent trips to their house on Lake Hartwell. Andrew is also an avid hunter, traveling across the U.S. and various other countries for the sport.

Craig Pate, CPA, CFE, Partner, Wilson Lewis

Craig Pat, CPA, CFE, Wilson Lewis

Wilson Lewis is a certified public accounting firm that serves the Atlanta metro area including downtown Atlanta, Midtown, Alpharetta, Buckhead, Brookhaven, Cumming, Decatur, Duluth, Dunwoody, Gainesville, Marietta, Roswell and Smyrna (Georgia) with audit, tax, accounting and advisory services

Craig is a Certified Public Accountant and Certified Fraud Examiner. He has over twenty years of experience in the construction industry.

He is responsible for performing and supervising client engagements for the firm, including audits, reviews, and compilations of financial statements. He is a part of the firm’s fraud consulting and investigation services.

About “ProfitSense” and Your Host, Bill McDermott

Bill McDermott

“ProfitSense with Bill McDermott” dives in to 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 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 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: Andrew Sullivan, Craig Pate, Gloria Wilson Moore, Lisa McGuire, McDermott Financial, McDermott Financial Solutions, Sullivan and Schlieman, Wilson Lewis

The Value of Forward Thinking – An Interview with Jill Frey, Cummins Facility Services

October 15, 2020 by John Ray

Cummins Facility Services
Inspiring Women PodCast with Betty Collins
The Value of Forward Thinking - An Interview with Jill Frey, Cummins Facility Services
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Cummins Facility Services

The Value of Forward Thinking – An Interview with Jill Frey, Cummins Facility Services (Inspiring Women, Episode 26)

Cummins Facility Services CEO Jill Frey joins host Betty Collins to discuss her company’s growth and how forward thinking has aided her success journey. She also shares her experience of being a female in a male-dominated industry. “Inspiring Women” is presented by Brady Ware & Company.

Betty’s Show Notes

You’ve got to be a forward thinker.

You’ve got to be proactive if you want to move forward and get through the “what ifs” when they come. Forward thinking is not always easy. It might not be your personality. So you’ve got to at least have somebody on your team who’s a forward thinker, who can push you to do more, think bigger.

In this episode, I speak with Jill Frey, President & CEO of Cummins Facility Services. I consider her the definitive forward thinker.

Cummins Facility Services (CFS) is a national multi-faceted facility management company servicing Fortune 500 companies across the US. CFS is a 100% women owned enterprise.

Cummins provides services including janitorial, landscaping, snow removal, HVAC, security, floor care, and light maintenance to manufacturing plants, retail stores, medical facilities, schools, corporate offices as well as the hospitality industry. Jill took over leadership of the family business, which began in 1972, after graduating from the University of Toledo in 1994.

About being a female in a male-dominated business category…

So in my opinion, it’s all about respect. You’ve got to stand your guard and you’ve got to really stick up for who you are. I’ve been in this industry literally my whole life. And people can try to say that they can bully me around. But I started in this industry rolling up my sleeves and working with my employees. I know how to do it. I know how to strip and waxer. I know how to do all of that. And that’s gotten me so far ahead. I get so excited about my industry and my employees and my people and what’s going on. And I think if they don’t take me seriously, it’s going to come back on them.

Jill talks about how have she navigated through this COVID-19 time, and what she thinks that this industry will look like in the future…

It has changed our life. And the quote that I like to use for this is what 9/11 did to buildings, COVID-19 is doing to disinfection and facilities. And I truly believe that. Nobody’s had a guidebook. No one’s had a book of “this is what you do here.” It’s never existed before. And so we had to reinvent that.

And her clients are appreciating her outlook, her forward thinking and quick action…

Our clients were telling us that the information that we were sending out is the best information that they are getting from any of their sources. It was amazing. We’ve had so many clients sending us letters of thank you, presidents of companies. Thank you so much for cleaning our facility.

And she ends our interview with three great quotes, and here is one of them…

The best way to predict the future is to invent it.

Betty Collins, CPA, Brady Ware & Company and Host of the “Inspiring Women” Podcast

Betty Collins, Brady Ware & Company

Betty Collins is the Office Lead for Brady Ware’s Columbus office and a Shareholder in the firm. Betty joined Brady Ware & Company in 2012 through a merger with Nipps, Brown, Collins & Associates. She started her career in public accounting in 1988. Betty is co-leader of the Long Term Care service team, which helps providers of services to Individuals with Intellectual and Developmental Disabilities and nursing centers establish effective operational models that also maximize available funding. She consults with other small businesses, helping them prosper with advice on general operations management, cash flow optimization, and tax minimization strategies.

In addition, Betty serves on the Board of Directors for Brady Ware and Company. She leads Brady Ware’s Women’s Initiative, a program designed to empower female employees, allowing them to tap into unique resources and unleash their full potential.  Betty helps her colleagues create a work/life balance while inspiring them to set and reach personal and professional goals. The Women’s Initiative promotes women-to-women business relationships for clients and holds an annual conference that supports women business owners, women leaders, and other women who want to succeed. Betty actively participates in women-oriented conferences through speaking engagements and board activity.

Betty is a member of the National Association of Women Business Owners (NAWBO) and she is the President-elect for the Columbus Chapter. Brady Ware also partners with the Women’s Small Business Accelerator (WSBA), an organization designed to help female business owners develop and implement a strong business strategy through education and mentorship, and Betty participates in their mentor match program. She is passionate about WSBA because she believes in their acceleration program and matching women with the right advisors to help them achieve their business ownership goals. Betty supports the WSBA and NAWBO because these organizations deliver resources that help other women-owned and managed businesses thrive.

Betty is a graduate of Mount Vernon Nazarene College, a member of the American Institute of Certified Public Accountants, and a member of the Ohio Society of Certified Public Accountants. Betty is also the Board Chairwoman for the Gahanna Area Chamber of Commerce, and she serves on the Board of the Community Improvement Corporation of Gahanna as Treasurer.

“Inspiring Women” Podcast Series

“Inspiring Women” is THE podcast that advances women toward economic, social and political achievement. The show is hosted by Betty Collins, CPA, and presented by Brady Ware and Company. Brady Ware is committed to empowering women to go their distance in the workplace and at home. Other episodes of “Inspiring Women” can be found here.

Show Transcript

Betty Collins: Today, I’m going to interview someone who is just the definition, to me, of forward-thinking. She’s just always been that way and forward-thinking is so crucial to success and there are no guarantees in life, professionally or personally. There are so many unplanned events and circumstances, like a pandemic, or whatever, a loss of a crucial employee, or fill in the blank. There’s all kinds of things that come at you, and if you don’t forward-think to always try to be ahead of things, it’s really hard, sometimes, to head those things head on. They just come. It’s not about if, but when. Will you be ready to always answer what is next? In the good and the bad times, not just in the bad times, not just in the pandemic times, you’ve got to be a forward thinker. You’ve got to be proactive, if you want to move forward and further, and get through the what ifs when they come.

Betty Collins: In addition, the marketplace, your industry, technology, etc., it’s always changing and it’s better to be ahead of it or even just, “Hey, I’m the driver of the change in my industry.” On vacation this year, I was walking on the beach, and I’ve told this story in several other podcasts, but it’s one of my favorites. It’s this little boy; he’s maybe eight to 10 years old, and he was really excited because he caught this fish. It was about seven or eight inches long. I approached him on the beach, and I asked him what he was going to do with that fish. “Are you going to throw that out? Are you going to eat it? You going to give it back? What are you going to do?” He immediately, very aware of his surroundings, seven or eight years old, he says, “First, you need to socially distance.” Of course, I just went, “Oh, wow.” His mother was looking at me like, “What is she going to do?” I said, “Thank you so much.” I did, and then he said without hesitation to me, “The fish is a bait for a bigger fish.”

Betty Collins: I thought, “Wow.” My husband could see my head. He just knew what I was thinking. He’s like, “We’re on vacation.” I said, “I know,” but wow. To me, this is a forward, big thinker. He’s only, again, a small kid, but he wasn’t going to just eat and be satisfied today. He wasn’t just going to throw the fish back in. He was going to catch a bigger fish. He was going to do something in the future with that fish. Immediately, I thought of our guest today, Jill Frey, who’s the president and CEO of Cummins Facility Services, which we’ll refer to that as CFS in the future. She’s always asking and thinking, and she’s always- she’ll call me and say, “I just need to pick your brain,” or she does that with her team. What could be and what should be; those are two different things. The could and the should, are they both important when you’re asking those questions, trying to get ahead, trying to do one plan, trying to drive your change? Remember, it’s not about if, it’s about what. What do you do? You have to be a forward thinker and it’s not always an easy, easy … It might not be your personality.

Betty Collins: You got to, at least, have somebody in your team who’s a forward thinker, who can get you to go further. Today, I have with me, she is the definition of forward-thinking, and she’s the owner, again, of Cummins Facility Services. It’s a family-owned business. She became that owner. It’s been around since actually, 1972. I mean, they do everything under the sun for janitorial services, landscaping, snow removal, HVAC, security, floor, you name it, they do it. I can’t give away what she’s thinking about doing now or what she is in the process of doing now, but … And two, as a successful business owner and executive, she’s very involved in things like young professional organizations, YPO, young executives, women’s business enterprise, as well as ISSA. Just, she’s helping me with a young woman that we’re trying to get into the marketplace. Just a dynamic resume, right out of college, in 2020. That’s who she is and that’s who she likes to help. She’s active in her local community, involved with Ruling Our Experiences, ROX, R-O-X, and a leader in ME programs. She has a special love for diving; that sounds fun, enjoys running; not so fun, and travel; I could do that. She’s a single mom of two, really great children, Savannah and Spencer. Jill, welcome to our program today, and thank you today for taking the time to do this podcast.

Jill Frey: Oh, Betty, it’s my pleasure. I love time with you, so anything I can do to get more Betty time is always fun. Thank you for all those kind words. Thank you for believing in me, always. I appreciate everything that you’ve done for us, so thank you.

Betty Collins: She’s just a great. What I want you to do, Jill, is just take a few minutes and tell your stories of Cummins. I mean, I’ve heard it and we don’t have an hour, but give us the highlights of the story of Jill and Cummins.

Jill Frey: Thanks. I like to be funny. I think I’m the funniest person in the world and so, because people don’t laugh. No, no. If you hear something, it’s because I’m trying to be funny. Anyway, so, my parents started a company in 1972. I grew up the daughter of a janitor, which is always fun, let me tell you. I graduated from college, from the University of Toledo, and my parents said, “Hey, we’ve just paid for your college. Can we go on a vacation?” I said, “Absolutely. Go. The sky’s the limit. Wherever you want to go, go for it.” They went on a trip to Honduras to go diving and they ended up buying beachfront property, called me and said, “We’re not coming back. The company’s yours. Good luck.” We had 15 employees at the time and we did business in one town, literally one town. Today, we self-perform business all over the nation. We are in 40 states; really, really good. We pay taxes, we pay people. I can call the phone and I can pick up my phone and say, “Who’s the supervisor of this state?” And we have someone there. We’ve grown substantially. It’s been so fun. When I grew that whole time, it was all about my employees.

Jill Frey: When I took over the company, when my parents gave me the company and said, “The company is yours, good luck. Run with it,” it was all about, “How do I keep the employees that I have, and make sure that I can continue to give them a job? How do I grow them? How do I make them successful?” That has always been my why, and I think that’s really important for me to remember every day, that that’s why I get out of bed in the morning. My life has literally, in the facilities industry, been revolving around my employees and how to make them as successful as I can. It’s a story of Cummins, but you’re completely right. We’ve moved out of janitorial and into more facilities maintenance, HVAC, snow removal, landscaping, security. We’re in the tech sector now. I really do think buildings can talk, and so, I am trying to enable them to do that, so I know what’s going on inside my buildings. My children have grown. I need something now to communicate with, and I guess, I feel like those are my buildings.

Betty Collins: Well, not only have you grown Cummins and you have a great team- I can’t, we’ll talk about that in a few minutes, but you’re also an industry leader. You’re pushing cutting-edge stuff. You’re involved in that, as well as a thought leader. You’ve gone beyond, “This is my company, and this is what we’re doing today. This is what my industry should be doing.”

Jill Frey: Thanks, Betty.

Betty Collins: You’ve been really great about that. We’ve had some fun times, created a nonprofit, just to do that, right?

Jill Frey: Right, exactly. You know my stories.

Betty Collins: You’re always out, somewhere in the future. I remember the first time I ever met you. I was with your COO and your CFO. We were going over different things, and you said, “Look, Betty. My role is to go figure out all this crap we need to do, and then these guys do it.” You’ve just been this future person and some of the ideas you were throwing out that day, I went, “Oh, my gosh. I wonder if she’ll ever really do that,” but I mean, you’re ahead of it. How has that thinking in the future, being somewhere in the future, how has that played in your success? Then give us an example of when you weren’t forward-thinking and it held you back.

Jill Frey: Thank you. Thanks for asking those questions. I got into a conference room with Betty and her team, and obviously, she’s an accountant. She’s my accountant. She’s amazing. She’s fantastic. I highly recommend her to anybody listening to this podcast. She’s changed our company. I was squirming in my chair and I said, “Betty, I feel naked right now. I’m completely naked in front of all of you people, and there are men in the room.” She said, “Jill, you’re fine.” I said, “I don’t do this.”

Jill Frey: “I go and I solve problems, so you’re right, Betty.” That’s exactly what I said, and thanks for remembering that. Yes, I am always trying to be out in the future. One example I can give you is one of my largest clients about 15 years ago. We were still a state player, state competitor in janitorial services. My biggest client says to me, “We’re going to go out for bid, and your choice is to lose your business with me or grow five times.” I thought, “Oh, my goodness, how am I going to do this? Because if I don’t conquer this, I’m going to lose the business I have.” Biggest client, all of my employees, I’m going to have to lay them off. It would be a nightmare. I went out and I found a partner, and that is how we grew our business into so many states, because our partner said- in fact, we were in Mexico at the time, as well. I literally got on a plane, went down to Monterrey, Mexico, and started touring.

Jill Frey: We had 20 facilities down in Mexico that we were taking care of. That’s me, trying to be futuristic, because that company wanted one neck to choke, and that neck was mine. Knock on wood, we still have that client today. I’ve made the right decision and we grew. We took on all those facilities, we took on Mexico. I’d have accountants, attorneys in Mexico. You could see this little blonde beboppin’ down there. I mean, I’m sure it was just a vision to be seen, but we did it and we succeeded. The company knew that they could trust us and that we had their best interests at heart. That’s how I had to be a futuristic with that. I came back and I said, “Hey, team, we’re going to be doing business in all these states.” They looked at me like I had five heads. They had no idea.

Jill Frey: “How are we going to do the payroll for that? Who’s our bank going to be? How do we pay people in these other states?” That was very interesting. I could see that if I would have said, “No, I’m not prepared for that,” I don’t know where I would be, today. I would have lost my biggest customer. I wouldn’t be in all the states that I am in today. That would have had a huge impact on my success, on my company, on my employees. That’s a really interesting story. At the time, I didn’t know how well that was going to unfold. That’s, I think, how my forward-thinking was. I don’t really have a story on not forward thinking, because if anybody asks … There’s a slogan in the company, ‘what would you all do?’ It was always about what I would do with a client, the client always right. You are always taking care of the client, always do that.

Jill Frey: On the flip side of that, if the client asks us to do something, the answer is always yes. “Do you clean windows?” “Yes.” I can give you an example of this. My father started a company in 1972. About 1980, Honda came in, got the huge Honda contract there in Marysville, and he went in to do some cleaning for them. Honda said to my father, “Do you clean windows?” My father said, “No, we don’t clean windows,” and he never got the contract with Honda. From that point, I’ve always said, “Please make sure if they ever ask us to do anything, we say yes. If they ask us to go to a different state, yes, we will do that. If they ask us to take on another responsibility, yes, we will totally do that.” Anything a client asks, the answer’s always yes.

Belly Collins: You can have a client like Honda, because you wouldn’t even think twice. Even if you didn’t even have any window experience, you’d go, “We absolutely clean windows.” Then you call your team and say, “How do we clean windows?”

Jill Frey: That’s exactly what I would do.

Belly Collins: That’s what’s so awesome, right?

Jill Frey: Yeah, that’s happened.

Belly Collins: That’s why I like being in meetings with your team and with you guys, because you’re always, “Well, Jill is going to do this now.” I go, “Oh, okay. All right, so now what?” They make it happen. Let’s talk about your team, because you have an amazing team. I’ve been very impressed. Part of that is because you value them. They play a part of your success, certainly, but how do they deal with forward-thinking and fast pace and constant change? Because you are never going to be in neutral or “Look at what we used to do.” You’re going to be looking, “We’re going and we’re going fast and furious.” Not everyone can think like that. Tell us about your team and leading them, as a forward thinker.

Jill Frey: Oh, I do have the best team in the world, you’re absolutely right. I trust them and I enable them. I give them the power to make decisions. I do not multi or I do not micromanage them at all, and I let them know that, “Listen, if you need a micromanager, this is not the place for you to be. I’m just going to assume everything I ask you to do is going to be done perfectly.” Yeah , they’ve had a hard time. One of my team, I’ll ask for something to be done and she’ll say, “That can be done, but it’s not going to be done in jail time.” Everybody knows that jail time is now. Like, “Let’s go, jail time.” That’s been really challenging for me and as we grow, I still have those key people that I call and I just called one of them today and I said, “Hey, I had a whole truckload of stone I’m having delivered out to the office.” They’re like, “Do we need a truckload of stone?” I’m like, “I don’t know. I just got it. It’s going to be there. She’s like, “Jill, I don’t manage stone delivery.” I’m like, “Okay, we’ll figure out who does, great.”

Jill Frey: I don’t know who everybody is, so I just still go to those main players. You’re right, they have to adapt to that and God bless their souls. I mean, they’ll be like, “Jill, I’m in the middle. Today’s Monday, it’s a big day for me. I don’t have time to figure out stone delivery,” but they always do and they always make it happen. They’re fantastic, and they love when I forward-think. One day, I had them all look outside and I said, “Do you see that big, blue, beautiful sky?” They said, “Yes, it’s gorgeous.” I said, “Someday, there’s going to be airships out there and they’re all going to be delivering packages via drones.” They didn’t believe me. I just said, “What? You don’t believe me?” I got all these news articles for them about all these airships that are being built, and we’re working on part of that as well. It’s opening your mind and you never know what is going to come out of my mouth.

Jill Frey: It’s just like, “Is she serious? Really?” That’s where my team just- I mean, they focus on what they need to do, but they have to know, in their job as well, I’m looking at all these other possibilities because I want to make sure they’re secure in their jobs and they have a very bright future. I want them to feel like, “Okay, Jill’s taking care of me. She’s protecting me and she’s making sure that we all have jobs to do, and we might be up cleaning airships, someday.” As strange as it sounds, it will happen, and I want to be able to be the first one to say to them, “Oh, my gosh, can you believe we’re in an airship?” I mean, Elon Musk, he’s got some really cool ideas. I mean, there’s a lot of really cool people out there, but anyway, hope that answers the question.

Belly Collins: It does, and the other side of it, though, is the one thing I think you do well, is you’re a forward thinker, but you listen to what they have to say. They may change you not to be so forward thinking or maybe, you’ll go, “Hey, actually, now I see that we can even do more.” You listen to what they have to say when it comes to forward thinking and their reservations. Then you guys come together, but you’re the ideas person and everyone knows that. That’s what’s great about it. Then you just keep moving ahead, faster and further. Even where sometimes, you can’t move fast, you just can’t because there’s so many components to it, but if you want to grow 30%, you’ve got to have even a bigger line of credit, so you have to watch that stuff. When your team comes to you and they say to you, “Hey, what are we going to do about this?” And you’re going, “We’re still going to get there, and they’re going, “Okay.” I do like the jail time thing. That’s good. That’s good.

Jill Frey: Thanks, Betty.

Belly Collins: No, but I mean, you guys work together well, and that’s why you had the success you’ve had. COVID-19- and I’m tired of talking about it, but it’s still very much a reality, of course, has changed our world. You, as a cleaning company, obviously, that’s now even a bigger, bigger deal. How have you navigated through this time and what do you think that your industry looks like in the future?

Jill Frey: Thanks for asking the question, and I agree. I am as tired with that pandemic as ever, but it has changed our life. The quote that I like to use for this is ‘what 9/11 did to buildings, COVID-19 is doing to disinfection in facilities’. I truly believe that in each- and nobody’s had a guidebook. No one’s had a book of, “Okay, this is what you do here.” It’s never existed before, and so, we had to reinvent that. I didn’t feel comfortable sending people into the office, so we sent everyone home and we had to learn to hire people. We are hiring 75 people a week, virtually. We had to put all new systems in to do that. We are sending out newsletters every other day, communication with our clients, how we’re handling their building. They wanted to know what we are using, who we were going in, if they’ve been COVID-tested. What of our regulations, what are policies and procedures based on this? We didn’t have any policies and procedures based on COVID-19. I thought it was still a beer. I thought, “Oh, it’s Corona right?”

Jill Frey: Of course, we all adapted to that, and our team was so fantastic. The information that we were sending out, our clients were telling us, is the best information that they are getting from any of their sources. It was amazing. We’ve had so many clients sending us letters of thank you; presidents of companies. “Thank you so much for cleaning our facility. We did not have a COVID outbreak,” or one of- this was a food processing plant. 40% of all food processing plants had COVID outbreaks. They said, “Thank you so much for working with us, for being our partner and making sure that in this ecosystem, that our environment is safe and protected.” Yes, cleaning is completely sexy right now. It has not been sexy before, but oh, my goodness, it is in the limelight.

Betty Collins: Yes, it is.

Jill Frey: It’s been really fun to get that attention, but it’s like, “Oh my gosh. Okay, we have attention now.” It’s making sure we are that great company. I wish I could tell you, I don’t have the amount of money that we spend on bonuses this year, but it’s astronomical, with everything that’s going on with unemployment and trying to hire people and retain people and COVID bonus, it’s unbelievable. I feel like I’m reinvesting into the company. About seven years ago, I bought about four machines. They’re called electrostatic machines. They’re by Clorox 360. Technically, these were the first generation and they’re called ByoPlanet. Clorox 360 ended up buying these rights, and so, the second generation was called Clorox 360. During this COVID time, electrostatic disinfection became hot as all get-out. If you don’t know what it is, it’s basically a charged chemical that comes out from a gun. It wraps around and disinfects a surface. I had been selling this service for seven years. Nobody wanted it. Nobody wanted to talk about it. Nobody wanted to think about it. They thought that I was an alien with this gun, that they never wanted to see again. I can tell you, those guns were $7,000 or $8,000 apiece and we bought four of them. My controller, as Betty can contribute, is very tight on money. For me, asking to spend, what, $28,000?

Betty Collins: Seven years ago.

Jill Frey: Yeah, seven years ago, he was like, “All right, Jill Frey, but we better be using these things.” I’m like, “Yeah, we’re going to use them Missy-” oh, sorry, “We’re going to use them, I promise. We’re going to use them.” Let me tell you, we have been using those guns. Now, you can’t even order them. You can’t even touch them. They’re as hot as all get-out. I can literally say we are leading the industry in disinfection and now, we have another tool that’s even going to get- not get rid of electrostatic, but it’s going to replace it in a lot of opportunities. It’s just, I was so thrilled that I got to say to my team, “You know those guns we bought seven years ago, we’re finally using them.” It was hilarious because we are using them so much, they are breaking. The batteries went dead. I felt like we are on Guardians of the Galaxy. We were trying to put the spaceship back together again. It was hilarious. We got through it. We just kept pushing and pushing because you just couldn’t find them anywhere. You couldn’t find electrostatic guns, but anyway. COVID has been a true learning curve. The office has been amazing. I’m so grateful and blessed for how much we’ve gotten through it, and gosh, I hope that 2021, I hope it’s got a brighter spot. You brought up a subject I could talk hours about. Sorry.

Betty Collins: No, but that’s what you’ve always, since I’ve known you, it’s, “We’re going to buy this product and we’re going to use it and sell it.” It takes time to take these guns and get your money back sometimes, but in that case, man, you just- now, you are definitely ahead of the game, that’s for sure.

Jill Frey: It was fun. It was really fun.

Betty Collins: That’s for sure. Let’s go into the fun question, which is, women who are forward-thinking, aggressive- we wouldn’t see them as aggressive- are not always appreciated, Jill Frey. Have you ever just experienced that pushback or get the look? I know I have. How do you handle that aspect of being a woman business-owner? Especially- you’re a forward thinker. I mean, you’re ready to go.

Jill Frey: Being a woman, my industry is a male-based industry. I mean, I’ve always been looked at as the black sheep of the family. I mean, people like to see me at conventions and they’re always kind to me, but it’s really funny when I call them and say, “Hey, I’m bidding on your facility, and it looks really bad, so you really got to clean it up in there.” “I really don’t want your facility, so if you could do a good job, I won’t take your account from you.” I’ve built a lot of respect in my industry over the time because I don’t play their games. Some people have taken accounts from me, and I’ll go in and say, “Listen, you took one of mine. That means I take three of yours, so let me know when you’re ready, because that’s going to happen.” I had one guy take me out for drinks. He had to have two Manhattans, he’s like,”Okay, stop.” I’m like, “Oh, okay.” In my opinion, it’s all about respect. You got to stand your guard and you’ve got to really stick up for who you are. I’ve been in this industry, literally, my whole life. People can try to say that they can bully me around, but I started in this industry rolling up my sleeves and working with my employees. I know how to do it. I know how to strip and wax floors. I know how to do all of that, and that’s gotten me so far ahead. I think that when you walk into a room, I mean, you can hear the passion in my voice. I get so excited about my industry and my employees and my people and what’s going on.

Jill Frey: I think if they don’t take me seriously, at the end of the day, it’s going to come back on them, just like this electrostatic gun. You know how many men I walked in and said, “Yeah, I’ve got this great gun,” and they’re like, “A gun? Really?” Now, they’re calling me, begging me to get into their facilities. I think it’s just that you have to take yourself and you take yourself seriously and just go into a room and just say, “Listen, this is what I got. If you don’t want it, the end of the day, you’re going to be the one-” I mean, you don’t say this, but you’ve got the look on your face of, “All right. Well, I tried to tell you so, but, here’s my card. When you need me, let me know.” You’re kind about it, but just, you can’t let that get to you. You got to go in, know what you can do and know what you’re good at, and then rock it out of the park. Just recently, as you know, Betty, I started a nonprofit trade organization in my industry and it’s based on IoT. I went to a leader in our trade association, said, “Hey, I got this idea. I want to create an open API standard for the globe, for technology in facilities.”

Jill Frey: He had eight other people on the phone, it was just me. They went through all eight people, and all eight of those people said, “I don’t think there’s a need for this in our industry right now. I don’t see the opportunity at all. I don’t see it.” Like, “Okay, that’s great. Would you mind to sign this non-compete form?” They said, “Nope, we have no trouble signing that.” “Okay, great.” Today, I just got off of a phone call. They want to partner with us because this is what they see as the hottest trend going internationally, and they see such a demand for it. Of course, I didn’t get a call from the main guy. I got a call from somebody else. That, when you know what you’re doing and when you- or you have a feeling that this is going to happen, just go with that gut. In your industry, you know what’s going on. You know what the trends are. You know what problems need to be fixed. That’s my fun story.

Betty Collins: I love it. I love it. That’s awesome.

Betty Collins: I always go back to my kids. I learned a long time ago when they were that lovely middle age, the middle school time. Just drove me crazy. When I would get the look from them or the rolling of the eyes or whatever they were throwing at me, I started doing it back to them. Of course, they’re middle-schoolers going, “What are you doing?” I said, “Oh, I thought we were communicating. I thought this is what we were doing.” I feel like that in business, at times, especially if you’re considered aggressive woman, and I am, a lot of the time or that I’m going to say what’s on my mind. I’m a pretty straight shooter. You’re going to get some pushback with that, as a business owner, but especially as a woman business owner. I just wanted to hear your perspective of how you do that, so thanks for sharing that story. I love it. That’s awesome. I love the fact that he called and said, “Hey, I want to be involved now.” That’s too much.

Jill Frey: I know, right?

Betty Collins: That’s cool.

Jill Frey: It crushed me. That day was just such a crushing day. Betty, you’re the same. You are so awesome. You are leading your industry and my company depends on you so much. Like I said, you’ve changed our whole company and for the better and we’ve put our complete trust in you. We knew we could. You’re that industry leader, and that is so awesome. Once you find it, it’s an amazing partnership that you’re so grateful for. We’re all in this together. We are all in this together, and we’re going to get through it together. That’s where you use your networking. I mean, just so many people you’ve introduced me to- has been amazing. You rockstar.

Betty Collins: I appreciate all those. Usually, the guest, I’m supposed to be doing that to the guest, but Jill, thank you for doing that back to me. As of what I call- you call me all the time a rock star, and I call you the same thing. As the rockstar of cleaning industry, give us your final word. What thoughts would you want to leave this audience today?

Jill Frey: I love quotes and I have a book that I journal in every day. Then when I get done with that, I have to find new quotes to put in the front of the journal. Then I live with those quotes throughout six or eight months. I have three, if that’s okay.

Betty Collins: That’s good.

Jill Frey: I had to cut it down to three. This one’s really fun. ‘Logic will get you from A to Z, imagination will get you everywhere’. That’s from Albert Einstein.

Betty Collins: Love it.

Jill Frey: ‘Opportunities to find deeper powers within ourselves come when life seems most challenging’. That’s Joe Campbell. I really like that one too. I think that one’s fantastic. This is my favorite. This quote has carried me through two books and so, it’s in my second book here, and it says, ‘the best way to predict the future is to invent it’.

Betty Collins: Nice.

Jill Frey: I truly believe that that is the best way for you to see what your future is, is you have to understand what you want and then you have to create what you want, whether that’s in your life, in your business, in whatever realm that is, create your future. That’s my favorite one right now.

Betty Collins: That’s a great way to end the podcast, especially on just forward-thinking being crucial to your success. Well, Jill, again, Jill Frey with Cummins Facility Services. If you need a good cleaning service, she’s your girl. I just appreciate your time today, getting your perspective out there and we really appreciate it. This is Betty Collins and thank you for joining today. I hope you have a great day.

Tagged With: Betty Collins, Cummins Facility Services, forward-thinking, Inspiring Women with Betty Collins, Jill Frey

Family Business Radio, Episode 13: Terri Teague, Smallbiz.Consulting, and Scott Ward, Corporate Real Estate Advisors

October 15, 2020 by John Ray

Scott Ward
Family Business Radio
Family Business Radio, Episode 13: Terri Teague, Smallbiz.Consulting, and Scott Ward, Corporate Real Estate Advisors
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Family Business Radio, Episode 13:  Terri Teague, Smallbiz.Consulting, and Scott Ward, Corporate Real Estate Advisors

Host Anthony Chen welcomes Terri Teague to discuss her small business consulting practice. Scott Ward also joins the show to discuss his journey as a business owner and achieving a successful exit. “Family Business Radio” is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network.

Terri Teague, Owner, Smallbiz.Consulting

Terri Teague, Smallbiz.Consulting
Terri Teague has been a small business owner for over 30 years, launching and growing five businesses in her career.
Through SmallBiz.Consulting she draws on her many business experiences to support the small business community. Terri offers sage strategies that help small companies bypass the roadblocks that threaten to stop them.
She offers keen advice on improving products for higher margins, improving operations for higher efficiencies, and improving customer acquisition for greater growth.
Through SmallBiz.Consulting Terri hosts a virtual networking platform called “Networking with Friends” for B2B companies. It is a place where new business relationships can be forged.
During the pandemic SmallBiz.Consulting also launched a social media engagement team called The Power Team. This team works together to support each other on LinkedIn to garner greater views and engagement.
While growing takes up the lion share of focus for all business owners, planning and preparing for an exit is another very important aspect of business ownership. SmallBiz.Consulting counsels business owners on the most important steps to take to maximize the value of their companies in the eyes of prospective buyers.

LinkedIn Profile

Scott Ward, Vice President, Corporate Real Estate Advisors

Scott Ward
Scott Ward, Corporate Real Estate Advisors

Scott Ward is Vice President at Corporate Real Estate Advisors. He leans heavily on the word, “Advisors” because until recently he was a 25 plus year multiunit franchisee of Play It Again Sports where he mentored six employees to start their own businesses, counseled other franchisees and successfully sold his business. He is one of the few commercial real estate professionals that’s carried the responsibility of cash flow, P&L management and balance sheets. He’s spoken to the Georgia Association of Business Brokers, the SCORE mentorship group, XPX Atlanta and Atlanta Succession Group. He just released his book “Scabs, Scars and Pots o”Gold, True Life Stories of a Successful Franchisee.”

Scott’s contacts and involvement in citywide groups give him an innovative perspective on trends of traffic, population, education and economics. He is and has been part of enabling organizations throughout metro Atlanta in realizing their missions by serving on boards or as an officer in Rotary International (Treasurer/International Director), The Chattahoochee Nature Center Board, The North Fulton Chamber of Commerce, Scouts BSA (adult training), Toastmasters International, The Georgia Production Partnership (membership, industry relations and governmental relations) and Atlanta Theatre to Go Board. He is also a member of the Atlanta Commercial Board of Realtors.

Scott is a graduate of the University of Florida. Scott is also a public speaker and presentation coach. He loves fly fishing, sailing and has been known to swing a golf club or two! His family’s accomplishments overwhelm him with pride. If you would like to share a coffee please reach out!

Company Website

LinkedIn

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, Corporate Real Estate Advisors, Scott Ward, Terri Teague

Decision Vision Episode 87: Should I Mix My Faith With Business? (Part One) – An Interview with Bill Leonard and Jonathan Minnen

October 15, 2020 by John Ray

mix faith with business
Decision Vision
Decision Vision Episode 87: Should I Mix My Faith With Business? (Part One) - An Interview with Bill Leonard and Jonathan Minnen
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Decision Vision Episode 87: Should I Mix My Faith With Business? (Part One) – An Interview with Bill Leonard and Jonathan Minnen

“Mix my faith with business?” Many won’t even touch the question, and others struggle with it. Christian business owner Bill Leonard and Jewish attorney Jonathan Minnen join host Mike Blake to discuss how they integrate their faith with their business work. “Decision Vision” is  presented by Brady Ware & Company.

Bill Leonard, Founder and President of Wm. Leonard & Co

Wm. Leonard & Co is a commercial real estate advisory firm providing services primarily to high growth technology companies in locating office space, negotiating the lease and advising them in the design of their facility to best reflect the culture of the company and align their real estate objectives with their business plan.

Bill Leonard is a native of Atlanta and a Life Member of the Atlanta Commercial Board of Realtor’s Million Dollar Club. In 1975, Bill founded Wm. Leonard & Co. which provides commercial real estate advisory services primarily to tenants in negotiating office leases. He is a former member of the Board of Directors of the Atlanta Commercial Board of Realtors, recipient of the Board’s Exclusive Phoenix Award and the Silver Phoenix Award. He has been active in commercial real estate since 1971 and is dedicated to the development of value-added services and lasting client relationships. A large percentage of his clients are high-growth technology companies.

Bill is actively involved in the Atlanta technology community and has served on the boards of the Technology Executives Roundtable, the Southeastern Software Association and the Tech CEO Forum. In 2000, the Technology Association of Georgia honored Bill by making him the recipient of the Leader of Influence Award for his outstanding service to the area’s technology community. He was selected by the Atlanta Business Chronicle’s “Who’s Who in Technology” in 2002.

In addition, Bill takes a leadership role in the Christian business community. He is the founder of the High Tech Prayer Breakfast; co-founder of the Commercial Real Estate Prayer Breakfast; co-founder of the Fellowship of Companies for Christ International and has served on a number of boards including Ambassadors for Christ International, The Fellowship of Companies for Christ International, Crown Financial Ministries, High Tech Ministries, Camp Highland and Teach Every Nation.

Bill received his B.A. degree in Economics & Business Administration from Furman University. Bill and his wife, Sandy, have been married for 47 years and have two grown children and five grandchildren.

Jonathan Minnen, Partner, Smith, Gambrell & Russell, LLP

Smith, Gambrell & Russell, LLP is a full service, International law firm that advises regional, national, and global businesses on a wide range of legal matters. The firm’s 250 attorneys provide legal counsel in more than 45 specialized practice areas, including corporate transactions, litigation, intellectual property, aviation, banking, real estate, construction, employment law, and employee benefits and executive compensation. Founded in 1893, SGR has offices in Atlanta, Austin, Jacksonville, London, Los Angeles, Miami, Munich, New York, Southampton, and Washington, D.C.

Jonathan Minnen, partner,  has extensive experience in a wide range of U.S. and overseas business transactions, including mergers and acquisitions and ongoing transactional matters across many business sectors. He practices from both the New York City and Atlanta offices of SGR. His client experience includes businesses which range in size from emerging companies to large publicly traded enterprises; both domestic and overseas. These clients have been involved in a variety of industries including both traditional and high-tech manufacturing, healthcare and financial information systems, robotics, medical devices, biomedical polymers, and technologies involving the telecommunications industry. For some of his clients, Mr. Minnen functions as de facto outside general counsel and is responsible for managing those clients’ entire legal portfolio, which involves routinely teaming with other practice groups of the Firm to achieve the client’s objectives.

Michael Blake, Brady Ware & Company

Mike Blake, Host of the “Decision Vision” podcast series

Michael Blake is Host of the “Decision Vision” podcast series and a Director of Brady Ware & Company. Mike specializes in the valuation of intellectual property-driven firms, such as software firms, aerospace firms and professional services firms, most frequently in the capacity as a transaction advisor, helping clients obtain great outcomes from complex transaction opportunities. He is also a specialist in the appraisal of intellectual properties as stand-alone assets, such as software, trade secrets, and patents.

Mike has been a full-time business appraiser for 13 years with public accounting firms, boutique business appraisal firms, and an owner of his own firm. Prior to that, he spent 8 years in venture capital and investment banking, including transactions in the U.S., Israel, Russia, Ukraine, and Belarus.

Brady Ware & Company

Brady Ware & Company is a regional full-service accounting and advisory firm which helps businesses and entrepreneurs make visions a reality. Brady Ware services clients nationally from its offices in Alpharetta, GA; Columbus and Dayton, OH; and Richmond, IN. The firm is growth minded, committed to the regions in which they operate, and most importantly, they make significant investments in their people and service offerings to meet the changing financial needs of those they are privileged to serve. The firm is dedicated to providing results that make a difference for its clients.

Decision Vision Podcast Series

“Decision Vision” is a podcast covering topics and issues facing small business owners and connecting them with solutions from leading experts. This series is presented by Brady Ware & Company. If you are a decision maker for a small business, we’d love to hear from you. Contact us at decisionvision@bradyware.com and make sure to listen to every Thursday to the “Decision Vision” podcast.

Past episodes of “Decision Vision” can be found at decisionvisionpodcast.com. “Decision Vision” is produced and broadcast by the North Fulton studio of Business RadioX®.

Visit Brady Ware & Company on social media:

LinkedIn:  https://www.linkedin.com/company/brady-ware/

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

Twitter: https://twitter.com/BradyWare

Instagram: https://www.instagram.com/bradywarecompany/

Show Transcript

Intro: [00:00:00] Welcome to Decision Vision, a podcast series focusing on critical business decisions. Brought to you by Brady Ware & Company. Brady Ware is a regional, full-service accounting and advisory firm that helps businesses and entrepreneurs make vision a reality.

Mike Blake: [00:00:20] And welcome to Decision Vision, a podcast giving you, the listener, clear vision to make great decisions. In each episode, we discuss the process of decision making on a different topic from the business owner’s or executive’s perspective. We aren’t necessarily telling you what to do, but we can put you in a position to make an informed decision on your own and understand when you might need help along the way.

Mike Blake: [00:00:40] My name is Mike Blake, and I’m your host for today’s program. I’m a Director at Brady Ware & Company, a full-service accounting firm based in Dayton, Ohio, with offices in Dayton; Columbus, Ohio; Richmond, Indiana; and Alpharetta, Georgia. Brady Ware is sponsoring this podcast, which is being recorded in Atlanta per social distancing protocols. If you like this podcast, please subscribe and your favorite podcast aggregator and please consider leaving a review of the podcast as well.

Mike Blake: [00:01:07] So, today’s topic is, should I mix my faith with my business? And this can be a very broad topic, to be sure, but I think it is a very relevant topic, and it is a deeply personal and impactful decision that somebody decides to make, whether you decide in the affirmative or the negative to mix faith with business. One of the first things they taught me, at least, as I went out into the marketplace, is you don’t talk politics, you don’t talk religion, and you don’t talk something else. I forget what the third thing is. Knowing me, I probably talk about it all the time.

Mike Blake: [00:01:54] And as a young professional, I made sure to sort of stay away from those things; although, frankly, my best relationships are with people where I can have conversations about those things and we frequently disagree, but we don’t have to declare war over it, but that’s a separate discussion.

Mike Blake: [00:02:12] But there are potentially risks. It is not a decision to be taken lightly because any time that you decide that you’re going to put a stake out there and define yourself in a way that not everybody necessarily agrees with, you are taking a risk, and you’re investing something of yourself and of your business out there. And there can be some very positive results that come from that, but they aren’t necessarily always positive.

Mike Blake: [00:02:46] And the thing that I find of particular interest about this topic is if you do a search for this topic on Google, should I mix my faith with my business, number one, what’s enticing to me is nobody really authoritative touches it. The economist hasn’t covered it, to my knowledge. Harvard Business Review, Wall Street Journal, the big what I consider kind of intellectual journals really haven’t covered this at all, which tells me then that that’s an interesting topic to cover because other places just don’t know how to treat it. And I’m not afraid to take risks on the program.

Mike Blake: [00:03:25] And second, when you do find that information, nine times out of ten – this is not a statistical study, this is all my own personal observation – is they tell you exactly what I just said, “Don’t do it. There’s just not enough upside to justify the downside.” But, you as you go on in life and I’ve accumulated experience in exchange for gray hair and two arthritic ankles, you learn that there are people of faith who are very open about their faith. They’re not shove it down your throat about their faith, but they’re certainly very open about it. That is their identity. They’re their identity and they make that part of the business. And there are people that are happy with the results that have occurred.

Mike Blake: [00:04:18] And so, I think this is an opportunity to kind of present a couple of case studies where I think that has been successful. People have made that decision, taking the plunge, and have accepted both the good and the bad of having made that decision. So, I hope you, as listeners, are going to enjoy the topic as much as I anticipate that we are going to. And again, I think this is the kind of thing you can’t just sort of get everywhere, which makes it a more exciting topic to do.

Mike Blake: [00:04:48] So, to address this topic – and as an aside, this may wind up being a two-part topic. We have a panel of two guests. There’s a third I’ve been working on trying to get, but I wasn’t able to make the schedule work for today, so we may revisit this in a second session, but I’m not going to commit to that because I can’t force the guest to come on. I’m hopeful that we will. So, this may be standalone, maybe second part. you’ll just have to stay tuned and keep downloading these things to find out.

Mike Blake: [00:05:18] So, we do have a panel of sources today. And my first introduction will be of Bill Leonard, who is the founder of WM Leonard & Company. And they are commercial real estate advisory firm providing services to high-growth technology companies and locating office space, negotiating the lease and advising them on the design of their facility to best reflect the culture of the company and align their real estate objectives with their business plan.

Mike Blake: [00:05:42] I’d be remiss also if I didn’t acknowledge that they’re the stalwart supporters of the old Startup Lounge. And you have to sort of be of a certain age to remember Startup Lounge now. And that’s okay. We’re happy to fade into history. But Bill was there when not a lot of other people were. And I can’t express that gratitude frequently enough.

Mike Blake: [00:06:03] Bill is a native of Atlanta and is a life member of the Atlanta Commercial Board of Realtors Million Dollar Club. In 1975, Bill founded WM Leonard & Co., which provides those real estate advisory services primarily to tenants in negotiating office leases. In other words, it’s a tenant representation firm. He’s a former member of the Board of Directors of the Atlanta Commercial Board of Realtors, recipient of the board’s Exclusive Phoenix Award and the Silver Phoenix Award. He has been active in commercial real estate since 1971 and is dedicated to the development of value added services and lasting client relationships. A large percentage of his clients are high-growth technology companies.

Mike Blake: [00:06:40] In addition, Bill takes a leadership role in the Christian business community. He is the founder of the High Tech Prayer Breakfast, which is a big deal. If you don’t know Atlanta, High Tech Prayer Breakfast, I would say, is one of the maybe one of the top three events on the technology professional calendar. And the way that I know that is because they routinely clear 1500 attendees. I’ve been to many of these as guests of Bill and others. And the thing starts at 5:59 a.m. And that is not an easy commitment for people to make, especially for a night owl like myself.

Mike Blake: [00:07:15] Bill is co-founder of the Commercial Real Estate Prayer Breakfast, co-founder of the Fellowship of Companies for Christ International, and has served on a number of boards, including Ambassadors for Christ International, The Fellowship of Companies for Christ International, Crown Financial Ministries, High Tech Ministries, Camp Highland and Teach Every Nation. Bill earned his Bachelor’s Degree in Economics and Business Administration from Furman University. He and his wife Sandy had been married for 47 years and two grown children and five grandchildren.

Mike Blake: [00:07:42] And also on our panel and certainly not least is Jonathan Minnen, a dear friend of mine for, at least, a decade – and I think he’d actually admit to that – who is a partner with Smith, Gambrell & Russell and works out of the Atlanta office. Smith, Gambrell & Russell is a full-service international law firm that advises regional, national and global businesses on a wide range of legal matters. The firm’s 250 attorneys provide legal counsel to more than 45 specialized practice areas, including corporate transactions, litigation, intellectual property, aviation, banking, real estate, construction, employment law, and employee benefits and executive compensation.

Mike Blake: [00:08:19] Jonathan Minnen is a partner with Smith Gambrell and has extensive experience in a wide range of United States and overseas business transactions, including mergers and acquisitions and ongoing transactional matters across many business sectors. He has the bar from both New York and Georgia, and works from both the New York City and Atlanta offices.

Mike Blake: [00:08:43] Jonathan’s client experience includes businesses which range in size from emerging companies to large publicly traded enterprises, both domestic and overseas. These clients have been involved in a variety of industries, including both traditional high-tech manufacturing, healthcare and financial information systems, robotics, medical devices, biomedical polymers and technology involved in the telecommunications industry. For some of his clients, Jonathan functions as de facto outside general counsel and is responsible for managing those clients’ entire legal portfolio, which involves routinely teaming with other practice groups of the firm to achieve the client’s objectives.

Mike Blake: [00:09:18] Jonathan is also on the American Israel Chamber of Commerce, Board of Directors and Executive Committee. And as an aside, the American Israel Chamber of Commerce, Israel, last I checked, is a country of somewhere around seven million people. So, the whole country is roughly the population of the greater Atlanta Metro area. That is an incredible chamber. They punch well above their weight. In fact, I would say, among … And I’m involved with other binational chambers. They are the most effective bar non-binational chamber in the Atlanta area. And we have a lot of competition. There are 28 of them. They’re just a fantastic organization.

Mike Blake: [00:09:54] And Jonathan is also a member of the Attorneys for Family Held Enterprises and the Family Firm Institute, and holds a law degree from Emory University. Bill and Jonathan, thank you so much for coming on the program.

Bill Leonard: [00:10:06] A pleasure.

Jonathan Minnen: [00:10:08] My pleasure. Thank you.

Mike Blake: [00:10:11] So, I want to set some groundwork here because I’d like people to understand their perspectives. This is one question I’m not going to define for you that I think you need to answer it however you think is best answered because I want our listeners to understand that we’re trying to create kind of multiple perspectives because I do think that different faiths experience this decision and I think must approach this decision, have a different environment. So, they must approach that decision in a different way.

Mike Blake: [00:10:42] So, Jonathan, let me start with you. How would you describe your faith? If somebody asked you to describe your faith as I’m doing now, how would you do so?

Jonathan Minnen: [00:10:54] That’s a great question, Mike. And thanks again for having me on the podcast, Judaism is, of course, an ancient faith dating back many thousands of years. It is one of the three main Abrahamic faiths – Judaism, Christianity and all its various forms, as well as Islam. So, all three of these faith systems come from a common root core and have as a central tenet of their faith, monotheism, essentially one supreme being.

Jonathan Minnen: [00:11:30] The way I would differentiate Judaism from some other religions is that Judaism is much more focused on, I would say, personal, that you’re really responsible for your your personal conduct. And I’ll give you a great example. At the time this podcast is being recorded, we are about to approach the holiday season, which are the dual holidays of Rosh Hashanah, which is the Jewish New Year, and 10 days later, Yom Kippur, which is the Jewish day of Atonement.

Jonathan Minnen: [00:12:09] And one of the things that I find so striking, so meaningful during the Yom Kippur service is a passage that roughly translates this way. For the sense that you make against God, the day of atonement atones. However, sins or wrongdoings against your fellow person, the day of atonement is not atone until you make peace – you personally make peace with that person. And I think that passage speaks volumes as to kind of one of the course of Judaism.

Mike Blake: [00:12:53] Thank you for that, Jonathan. So, Bill, let me turn that to you. How would you describe your faith? You’re talking to somebody and that subject comes up, how would you describe it?

Bill Leonard: [00:13:10] Yeah. Mike, again, thank you for allowing me to participate today. I think I would best describe it as John 3:16, “For God so loved the world that He gave his only begotten Son. And whoever believes in him should not perish, but have everlasting life.” God created man to have fellowship with God, but that was broken. That fellowship was broken when man sinned in Genesis 3. And so, since then, man and God has looked for ways to restore and reconcile, I should say, that relationship.

Bill Leonard: [00:13:48] And as a believer, as a Christian, we believe that God sent His Son, Jesus Christ, to pay the ultimate penalty, the ultimate sacrifice for our sins. And it’s up to, not just ours, for anyone to receive that gift of salvation. We believe Jesus died on the cross. He was raised again the third day. He had victory over death. So, the key to us is forgiveness of sins, a different way, and the resurrection.

Mike Blake: [00:14:23] So, Bill and Jonathan, one thing that strikes me, I both certainly recognize and respect you both immensely for being people of faith. And as I said, not everybody is willing to kind of express it as openly as you do and even link it to your professional lives in a meaningful way.

Mike Blake: [00:14:52] And what I like – Bill, let me start with you – is talk about your decision to link your faith to your business. You’re very open about it. It’s not hard to find your connection to your faith, obviously, with the High Tech Prayer Breakfast, High Tech ministries, and all the other things that you’ve done. I have a feeling I’ve only read a fraction of the things you do. The same thing with Jonathan. But come back to the decision to say, “I’ve got this business, and I like it. I think it’s doing pretty well. I like it also to somehow be an expression of my faith.” Talk about that decision, please.

Bill Leonard: [00:15:33] We got to go back a long ways. I grew up in the church, but I rejected the church in early teen years and was away from the church. I was in rebellion. When I surrendered my life to Christ, I was 30 years old, and it was a very radical change in my life. And I think you find people who accept Christ as an adult, and have a contrast in their life, and recognize that particularly time when it happened. Actually you’re maybe a little bit more outspoken about it. I think it’s because you just recognize that forgiveness for the sins committed in the past and the future.

Bill Leonard: [00:16:13] But when I came to Christ, I was very fortunate. The guy that was most instrumental in that decision, was struggling with an issue. He was running a business, I had my business, and he was relatively new Christian himself, but he was trying to find out what the Bible had said anything about running a business. And he kind of pulled me by the collar, and the seven of us began to meet twice a month to see what the Bible had to say about running a business, hiring, firing, paying your bills, how you treat your employees.

Bill Leonard: [00:16:45] And we did this for a couple of years, and we started this organization called the Fellowship Companies for Christ International, whose purpose is to encourage and equip Christian CEOs and business owners to operate their business, to conduct their personal lives in accordance with Christ’s internal objectives.

Bill Leonard: [00:16:59] So, what that did for me is it gave me an opportunity as a new Christian to see that the Bible was relevant to what I was doing on a daily basis. And I really felt like God was calling me 24/7 to live out my faith, not on Sunday, and then go to work on Monday and live a totally different life. So, basically, it allowed me to integrate my faith with my work and my whole life, really.

Bill Leonard: [00:17:26] And so, as far as being a conscious decision, it’s really what gave me purpose in business and purpose in life, for that matter, is integrating my life and my business or my faith in my business. And so, then, it was just a matter of how do you do that? And that was a long process.

Mike Blake: [00:17:47] Right. And we’ll get to those specifics shortly. So, Jonathan, let me turn it over to you. Talk about the decision that you made – whether it was conscious or unconscious, you’ll tell us – that you’re going to to make your faith somehow a part of your business.

Jonathan Minnen: [00:18:10] For me, it was really, I think, somewhat automatic in that it’s just who I am and always have been. I mean, I’ve always identified as a Jewish person. I’m not an Orthodox Jewish person. I would be part of what would be called the Modern Reform Movement in the United States. But it’s just always been part of my identity. I believe that, when I was in business before law, and I grew up in a small town in Kentucky, and then also when I became a lawyer, I’m very much aware that Judaism has been subject to a variety of forms of anti-Semitism for most of our history. And a lot of very anti-Semitic tropes have evolved from that, from the ancient to the modern.

Jonathan Minnen: [00:19:12] And so, I’ve always felt, because it’s pretty obvious if anybody looks at my website or LinkedIn bio, it’s pretty obvious I’m Jewish. I don’t need a beard, and I don’t have to look like the character of a Jewish person with a hat and beard, neither of which I wear to figure out I’m Jewish. And I have always felt that I’m not only speaking for me, I’m also a representative of all of my coreligionists. And so, therefore, I’ve always felt that it was incumbent on me in all of my dealings to act in a very above board and ethical manner as a way to confront these anti-Semitic stereotypes that have been around forever.

Jonathan Minnen: [00:20:07] And to some degree, obviously, they’re still around. But I remember this story from my parents, remember that years ago at Sea Island, the place here, the rule was no blacks, no dogs and no Jews. When they went for their honeymoon in 1951, they went down to St. Petersburg, Florida, and many of the hotels on the beaches had signs that said restricted clientele. It was a code phrase – no blacks and no Jews. So, I felt that the way I conduct myself professionally and personally, I’m not just speaking for myself, I’m also essentially a representative for every other Jewish person out there. So, it kind of just happened and evolved.

Mike Blake: [00:20:56] So, one thing that strikes – and I like both of you to respond to this – about how you describe your respective faiths, and your decisions and how you integrate that into your business life is Bill’s approach – and I’m just going to extrapolate here. Please do correct me if I’m full of it – is it’s an approach to religion that is high profile, if you will, and that glorifying God is a very important and central feature of that practice of faith; whereas Judaism, at least the way you, Jonathan, described it, it’s somewhat more introspective.

Mike Blake: [00:21:46] And neither one is right or wrong, but I think that does inform that when I think of Christian-owned businesses, I think that, frankly, they’re easier to identify because of that tenet; whereas, Jewish-owned businesses, aside from the stereotypical deli and that kind of thing right, they’re not quite as easy to identify. Jonathan, I wouldn’t necessarily identify you as linking your faith to your business, except for the fact you do wear the flag of the State of Israel on your suit lapel. But there are two very different approaches that I think also inform the ways in which you link your faith to your business. Is that a fair observation or am I full of it?

Jonathan Minnen: [00:22:36] Bill, you want to go first?

Bill Leonard: [00:22:36] Yeah, I think, first of all, Christ commanded us to go into all the world and make disciples. So, I’m an evangelical Christian. Someone cared enough about me to reach out to me when I really had a lot of challenges going on in my life and literally changed my life. So, I’m evangelistic. I don’t know many Jewish people who, in a sense, are evangelistic to try to convert somebody to Judaism. And I can’t convert anybody, but I feel compelled to tell everybody about my faith in Christ.

Bill Leonard: [00:23:24] And so, I think maybe that’s part of the reason that you would see Jonathan and myself different in our approach to integrating our faith into our practice because ours, clearly, is evangelistic and that’s the whole purpose of the High Tech Prayer Breakfast, and the Commercial Real Estate Prayer Breakfast in the other prayer breakfast that we have started. And that’s just a part of it. But I mean, that is, on my mind, literally all the time. The people I meet is praying for them and sharing my faith with them at the appropriate time. So, I think that would be very different for me as I see a Jewish person versus an evangelical Christian.

Mike Blake: [00:24:09] Jonathan?

Jonathan Minnen: [00:24:11] Yeah, I would agree with Bill’s assessment because there’s really … I mean, you can always find exceptions, okay. There are always exceptions. There’s a general rule. I would completely agree with Bill, because there’s really not an evangelical component as part of Judaism. And it’s just not really part of the faith system. There is a process if somebody chose to become Jewish by choice, but it’s not an easy process because there’s a lot you take on by being Jewish. And so, it’s not something that should be done lightly if somebody chooses to be Jewish by choice, but we really don’t do much in the way of being evangelical.

Jonathan Minnen: [00:25:07] I do want to point out one thing you said because I think it merits pointing it out. There are a very large number of probably Christians but probably evangelical Christians who are extremely supportive of the State of Israel, the modern State of Israel, and probably would be very happy to wear the same kind of pin that I wear, which is one of these dual flag pins with the American flag and the Israeli flag side by side. And I will speak strictly my own opinion here. Israel would be in a lot of difficulty if she did not have the loving support of the evangelical Christian community. And I think people who think about it a little bit, they have two words in response, which is thank you. And so, I didn’t want that opportunity pass by.

Bill Leonard: [00:26:02] I just want to speak and say that next to the Jewish people, the evangelical Christians are Israel’s best friend because we believe in the Scripture. And the scripture, I mean, Jews are God’s chosen people, no doubt about that. He chose the Jewish people. Why He chose the Jewish people? Why He chose me? We don’t know. But we are big supporters of Israel.

Mike Blake: [00:26:30] So-

Jonathan Minnen: [00:26:31] And this may be.

Mike Blake: [00:26:34] Please go ahead.

Jonathan Minnen: [00:26:36] No. I’d say, Bill – and some time, maybe you and I will have a chance to have a cup of coffee together – something, and this is just again, my own feeling is when some Christians and Jews get together, and they have this rift about Jesus is what I developed in my own feeling is in both Christianity and Judaism, there is the concept of the Messiah. And if we are so blessed in our lifetimes where the Messiah should come before us, Christians would say, essentially, “Welcome back;” Jews might say, “What took you so long?” but at that point, does it really matter anymore? And so, when you get down to the fundamentals, there’s so much more similarity than there is a difference.

Bill Leonard: [00:27:32] I agree. We share the same path.

Jonathan Minnen: [00:27:33] And similarities, yes, to embrace. And even though there’s a little difference in in methodology, at its core, there’s really not much daylight between the two faiths.

Bill Leonard: [00:27:49] I read through the Bible, the Old Testament and the New Testament, every year. And it’s nine months in the Old Testament, and only three months in the New Testament. So, I’ve just graduated from the Old Testament, Jonathan.

Jonathan Minnen: [00:28:05] All right, Mike, back to you.

Mike Blake: [00:28:07] Yeah, thank you. But this is really good stuff and this is fun to listen to. So, question I’d like both of you to answer. Bill, I’ll just toss this to you is, can you talk about … There are probably lots of ways, but we want to limit our time here a little bit. What are the sort of two or three ways, most important ways that you find that your faith manifests itself in your day-to-day business?

Bill Leonard: [00:28:36] Well, I believe that God gave me my business as a platform for ministry, as a tool or a vehicle to reach people for Christ. So, I would hope that … I mean, I have a quiet time every morning and I read through the Bible every year now, and I pray for a lot of people. I try to pray for the people that I am going to see that day or I’m going to talk to that day, and asking God to use me in whatever way He chooses to use me.

Bill Leonard: [00:29:08] So, that would manifest itself in a lot of ways. It might manage to manifest itself in serving. It may manifest itself in sharing my faith. Again, hopefully, it is totally integrated in everything I do. And I think that begins with loving people and how you treat people. It’s followed by doing things with excellence. And I think, Jonathan, I would certainly agree on that that, hey, listen, if you don’t treat people right, if you don’t do your work with excellence, you can forget about the rest of it because you don’t have any basis, you don’t have any foundation to talk to anybody about what you believe.

Mike Blake: [00:29:48] Jonathan, how about you?

Jonathan Minnen: [00:29:52] I would absolutely agree with Bill with your last comment, and that’s what really kind of guides me is that I’m a business lawyer, obviously, as I was introduced so graciously by Mike, but it’s fine to attend to your business. And as a lawyer, my ethical responsibility is to advocate forcefully for my client, but I have always felt it is absolutely a rock solid foundation to do that in an ethical manner, and ethics and all of its manifestations – truth, reliability, honesty. If you make a mistake, you admit it. You don’t try to hide anything. And that’s a big part.

Jonathan Minnen: [00:30:49] The other thing – and this is one of the the differences between faith systems – is that Judaism does not have the same concept of of life after death as Christianity does. And I can tell you from personal experience, having lost my mother last April, it would be very comforting for me right now if Judaism had such a concept, but it does not. It doesn’t deny it; it just doesn’t get into it very much. But what Judaism does focus on is that you are remembered by your deeds. You’re remembered how you acted to fellow people.

Jonathan Minnen: [00:31:31] And so, one of the things is I ask myself, how do I want to be remembered by the people who I touched in my life and in my profession? And I always, whether I carry the day to negotiate or did not, I always want to be remembered as somebody who was honest and ethical in everything I did. I hope that answers the question.

Bill Leonard: [00:32:00] Yeah, there’s a New Testament verse that I think that Jonathan agree with, and that is in Colossians 3:23. It says, “Whatever you do, do your work hardly as for the Lord, rather than for men, knowing that from the Lord, you will receive the reward of your inheritance.” That’s one of the foundational verses that I try to live my life by.

Bill Leonard: [00:32:23] Another one’s an Old Testament verse. It’s Proverbs 231:1 that says, “A good name is to be more desired than great riches.” We all want to make a deal, we all want to make money, et cetera, but it’s it’s hard to develop a good reputation. It’s very easy to lose it.

Mike Blake: [00:32:42] Yeah, boy, it sure is. I mean, I posted a quote of the day on my LinkedIn profile a couple of weeks ago that, “It takes a lifetime to build a reputation and five minutes to destroy it.”

Bill Leonard: [00:32:53] Right. Absolutely.

Mike Blake: [00:33:00] When I thought of the next question, I write these questions, I think and I kinda anticipate what the answers may look like, and I love it when I’m surprised. I almost thought about not asking this question, but I’m going to ask it anyway because I think it’s important to make the answer very clear. And that is, do you draw a line between promoting your faith versus promoting your business? And if so, how do you decide where that line should be? Jonathan, let me start with you on that.

Jonathan Minnen: [00:33:36] Sure. Well, because Judaism doesn’t really have an evangelical component, I don’t promote my faith to others. I try rather, as I mentioned earlier, to be an honorable representative of my faith in all the dealings that I do. And again, this also goes back to the fact that there’s been so much anti-Semitism over the millennia that it offends me deeply when I see a Jewish person not acting in an ethical manner. And people are people. And there are plenty of Jews who don’t act in an ethical manner. It’s not because they’re Jews. It’s because they’re unethical people. But what people remember is that they were Jews. And that really upsets me.

Jonathan Minnen: [00:34:33] And I had a situation, and I can’t get into the details, but it was somebody that I had an association with who was part of the Orthodox community and acted in an unethical manner, and I was absolutely livid because I said, “You have just confirmed all the anti-Semitic tropes that I worked so hard to show are nothing but anti-Semitic tropes. And here you’ve manifested them.” And I was livid. And he didn’t do that because he was Jewish. He did it because he’s an unethical guy. But what do people remember? They remember he was Jewish. So, there’s a responsibility. You’re not just dealing with yourself.

Jonathan Minnen: [00:35:31] And when I first started working with Israeli companies in the United States, I gave a lecture in Israel to a bunch of early-stage companies. And I remember this very well. I said, “When you are conducting business with the US company, you go ahead and negotiate as hard as you want. But when you strike a deal, that is the deal. Your word is the bond.” And I said, “Because if you break that, let me tell you, nobody is going to remember that Solomon broke his word. It’s going to be the Israeli broke his word. And you have now tarnished the reputation of everybody.” So, when you go out in the business world, you’re not just out there yourself, you’re out there as representative.

Mike Blake: [00:36:19] Let me comment on that. I think that’s a really interesting point, and it’s something I’ve never given any thought to. But one of the things that makes the Jewish religion unusual and maybe unique, but at a minimum, unusual is that being Jewish is both a religion, and for the most part, ethnicity. Of course, there are conversions and so forth, but for good or ill, there is an ethnic component and association with it.

Mike Blake: [00:36:51] And I think about that person, and I imagine that as you are, frankly, upgrading him, he’s maybe thinking, “I didn’t ask for this,” right? “I’m just a guy who happened to be Jewish.” He may not may or may not be practicing. “Why am I sort of tasked with representing an entire people?”

Mike Blake: [00:37:18] And I’m not defending the behavior necessarily, but but because of the history, and I think because of the unique sort of ethnic religious silo that occurs, there is sort of whether you like it or not, I guess, you can say there, you are sort of out there, no pun intended, waving a bar representing that people. And what you do does reflect on others who are associated with you in a way to say same myself as a Catholic. If I’m a jerk to somebody, people will say, “Well, Catholics are jerks,” and say, “Blake’s a jerk.” I don’t have that burden that I think, Jonathan, you do.

Jonathan Minnen: [00:38:04] That’s correct. At least, I feel that I do. And you talked about both a religion and ethnicity. You are correct. And I’ll give you an example of that. Mike, I know you’re a science fiction fan. I certainly am. And if we all ran across a wormhole or a temporal rift, to borrow from Star Trek, and I was suddenly transported a thousand years into the past and deposited in Europe. So, we’re now looking at the year … what would that be? 2000 or 1020 at a common area, the A.D. And I walked into a synagogue, okay. I don’t know their street language. They don’t know mine. And I’m now a thousand years into the past. But I can tell you that I know which direction to stand when we pray, and I’m going to be able to pray in a common language with them. I mean, where else can you say that?

Mike Blake: [00:39:19] Yeah, I mean-

Jonathan Minnen: [00:39:19] And I could go through the whole service with them. From beginning to end, we can pray as if there is no difference between this at, all in the same language, doing the same things at the same time.

Mike Blake: [00:39:34] So, Bill, let me get to you on the same question. I think I already know the answer to this, but I don’t want to assume. Is there a line, in your mind, between promoting your faith and promoting your business? And if so, what in your mind does that line look like?

Bill Leonard: [00:39:53] Yeah, there definitely has to be since, again, I’m  evangelical. And I’ll tell you, it was harder, Mike, in the early days as a Christian because there’s a verse in Roman that said, “I’m not ashamed of the Gospel.” And I felt I need it. In other words, I needed to share my faith. I need to tell people who I was. I needed to pray over the food. I didn’t need to be embarrassed about praying over the food, regardless of who I was having lunch with, et cetera. I saw it as an opportunity for evangelism.

Bill Leonard: [00:40:36] It took a while, but I learned. And sometimes, I will ask, “Can I bless the food?” And if I do, it’s a very short prayer because I know the guy on the other side is probably embarrassed to bow his head even for five seconds. But it is a way to bring up my faith. Sometimes, somebody asked you then, “Where do you go to church?” And so, it gives you an opportunity to just talk.

Bill Leonard: [00:41:01] But yeah, clearly, you’ve got to draw a line. You got to draw a line. God didn’t put me here just to irritate people because I want to share my faith, but I’d be sensitive to where they are because it’s not going to do any good anyway. Again, I cannot convert anybody. Only God can do that. And then, really, I just need to be sensitive to where people are, and meet them where they are, and hopefully take them from where they are to one step closer to Christ. Or if they’re not interested, to shut up. It’s not my responsibility. But definitely, there should be a line. Let’s put it that way. I haven’t always gotten it right. I’m not sure I get it right now, but recognize that that’s definitely a challenge.

Mike Blake: [00:41:45] So, if you’re not all about sort of converting people, clearly, you’re not a big Facebook user.

Bill Leonard: [00:41:51] No, I don’t use Facebook. I try to stay away from that, do a little bit of LinkedIn, but I have got five friends on Facebook, and I’d like to really get rid of them just because I don’t want to be on Facebook.

Mike Blake: [00:42:02] Yeah. I don’t blame you. Probably should be renamed Judgebook, but at any rate. So, we walked through some of the decision making processes here. And I’d like to spend the next couple of minutes talking about, first, I want to talk about has there been a noticeable positive effect on your respective businesses? And what I mean is, do you seem to attract more and better clients or maybe better fit is a better word, employees or something else?

Mike Blake: [00:42:45] In other words, can you point to good things that have happened to you commercially because of your choice to align your business with your faith that otherwise might not have happened had you chosen a more secular path? And, Bill, let me let you continue talking about that, if you can.

Bill Leonard: [00:43:06] Well, there’s no [indiscernible]. No doubt about that. You know I’m Charlie Paparelli. Charlie Capparelli came to Christ through High-Tech Ministries. Matt McConnell. Some really radical life change has taken place. And that’s the bottom line for us or for me. That is life change.

Bill Leonard: [00:43:26] And the real value … I mean, I’ll be 74 years old this month. Looking back, do I remember the deals? Yeah, I remember the deals. Do you remember the money? Absolutely. Money’s important. But what’s really important is seeing lives radically changed, not just like Charlie, but his wife, his family, and the impact he’s had throughout the technology community, far more than I’ve had. And so, that’s that’s the real value.

Bill Leonard: [00:43:55] Yeah, I think it does bring people together. I admire Jewish people. I think they’re very loyal to each other. Christians aren’t nearly as loyal, but a lot of my clients are Christians. And I have to be careful that I don’t get stuck in the holy huddle because I really want to get out and build relationships with people who are not believers. But as far as our company goes, everyone here is a believer because we’re a small company. And we’re only four people, Jonathan. We’ve been in business for 45 years. We’ve gone up to seven, back down to four.

Bill Leonard: [00:44:26] So, I mean, it’s important because it’s integral to who we are. And as a company being small, yeah, we’re all believers, and that’s just part of the way we live it. So, if I was larger, if I had 20-40 people, it wouldn’t be that way. But that’s just the way God’s led me in the way I’m wired, so.

Mike Blake: [00:44:47] Jonathan, well, same question to you. Can you identify ways in which your decision to to connect your faith with your business activities has brought some positive impact that you otherwise may not have had had that connection not been made?

Jonathan Minnen: [00:45:07] In my case, because we need to separate being Jewish and building US work for Israeli companies because those are not the same things, okay. In terms of the Jewish aspect, no, I can’t really point to anything that has directly benefited my practice where I only got work because I’m known as Jewish. It would not surprise me, although I don’t know, but it would not surprise me if I have been rejected for that same reason by certain people. I wouldn’t know that because if you’re rejected, you don’t really know. You just don’t get the business. You don’t get the representation.

Jonathan Minnen: [00:46:00] On the Israeli side, because I started 20 years ago to say, “Hey, I’d like to kind of develop a practice niche in doing US work for Israeli companies,” being Jewish, I think, that certainly helped that because the normal model is that you have a company that develops in Israel, so you hire hte Israeli parent company, and as you correctly pointed out, Israel is real tiny in a difficult neighborhood, although I thank the good Lord, it’s gotten a little less difficult recently.

Jonathan Minnen: [00:46:42] Yeah.

Jonathan Minnen: [00:46:42] But I mean, you talk about the population of Israel being like the population of Metro Atlanta, the land area of Israel, the square mile land area of Israel and the land area of San Bernardino County, California is about the same. That’s how tiny it is. So, Israeli companies, when they want to get bigger, look to the United States for expansion. Som they open up subsidiaries here. I am quite sure that the fact that I am Jewish was a point of comfort to Israeli business owners who were looking for US representation because they felt there was some common ground affinity.

Jonathan Minnen: [00:47:27] But I will also tell you that that only gets you in the door. After that, it’s back to what I said before, do you perform and conduct your business in an ethical and proper manner? Because if you don’t, it doesn’t matter whether you’re Jewish or not, you’re going to get fired. So, all that does is maybe help you get yourself in the door. And after that, you have to prove yourself as a competent and ethical individual.

Mike Blake: [00:47:56] We are speaking with Jonathan Minnen and Bill Leonard on the Decision Vision Podcast, talking about linking or mixing business with one’s faith. And we’re coming to the end of our time here, but I want to squeeze in a couple of questions. Jonathan, you touched upon this a little bit already, so I’m going to throw this to Bill instead, and then let you add to it if you want. And, Bill, my question is this. It’s that, have you found that linking your business to your faith has been limiting in any way? Have people, in any way, been turned off, have been intimidated, have been made uneasy that you can discern?

Bill Leonard: [00:48:40] Yeah, absolutely. There are times. Again, we’re visible about our faith. And so, I think that attracts that rejection, yeah. But I’ve been fired because of my faith because they don’t do business with me. That’s fine. But ultimately, I believe it all comes from God. I believe there’s not one deal that we’ve done in 45 years that wasn’t from Him.

Bill Leonard: [00:49:06] There’s a verse that I love that’s actually King David’s prayer after raising the money to build a temple. It says, “Riches and honor come from you alone. You’re the ruler of all mankind. Your hand controls power and might.” And it says, “Your discretion that men are made great and given strength.” That’s the way I look at it, is first of all, I’m to be obedient to Him. And I believe He provides. I believe He’s a very active God. And so, yeah, there have been times, but you know what? The blessings have so far outweighed any negative. I’m not worried about that. Just trying to be more discerning at times when I should keep my mouth shut as far as sharing my faith.

Mike Blake: [00:49:52] Jonathan, you talked about that a little bit. Is there anything you want to add to it?

Jonathan Minnen: [00:49:59] I really like what Bill said. I mean, I’m really right with you. I mean, I am who I am and if somebody has a problem with that, guess what? The sun will rise in the east tomorrow, and they’re welcome to find a different lawyer if my faith bothers them. So, I’m right there with Bill that we’re not going to change who we are at our core just to get the next piece of business. I fully agree with Bill.

Mike Blake: [00:50:28] So, gentlemen, this has been a great conversation. And absent of any kind of constraints, we could easily go on for another hour or so, and I would continue to be on the edge of my seat. But unfortunately, time is limited. I suspect, at least, somebody in our audience is going to have questions about this topic and maybe learning more about your experiences. Can they contact you? And if so, what is the best way for somebody to contact you if they want to pursue this topic further with you?

Bill Leonard: [00:51:02] I’ll go first, it’s WM Leonard & Co. Phone number is 404-252-9700. And my email address is Bill@wmleonard.com. I’m happy to talk about it.

Jonathan Minnen: [00:51:19] And people are welcome to contact. Probably the easiest way is by email, which you can find on the on our website. Our website is sgrlaw.com or you can email me at first initial and last name, jminnen@sgrlaw.com.

Mike Blake: [00:51:39] All right. So, that’s going to wrap it up for today’s program. I’d like to thank Jonathan Minnen and Bill Leonard so much for joining us and sharing their experience, their expertise with us today.

Mike Blake: [00:51:49] And we’ll be exploring a new topic each week. So, please tune in, so that when you’re faced with your next executive decision, you have clear vision when making it. If you enjoy this podcast, please consider leaving a review of your favorite podcast aggregator. That helps people find us, so that we can help them. Once again, this is Mike Blake. Our sponsor is Brady Ware & Company. And this has been the Decision Vision Podcast.

Tagged With: Bill Leonard, Brady Ware, Brady Ware & Company, faith and business, faith in business, Jonathan Minnen, Michael Blake, Mike Blake, Smith Gambrell Russell, Wm. Leonard & Co

Your Weight and How to Deal With It- Episode 42, To Your Health With Dr. Jim Morrow

October 14, 2020 by John Ray

weight and how to deal with it
North Fulton Studio
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Dr. Jim Morrow, Morrow Family Medicine

Your Weight and How to Deal With It- Episode 42, To Your Health With Dr. Jim Morrow

On this episode of “To Your Health,” Dr. Morrow discusses weight and how to deal with it, including the genetic and lifestyle factors that influence it. He also talks about how our weight has been impacted by the life changes made during the pandemic. “To Your Health” is brought to you by Morrow Family Medicine, which brings the CARE back to healthcare.

About Morrow Family Medicine and Dr. Jim Morrow

Morrow Family Medicine 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 one that will remind you of the way healthcare should be.  At Morrow Family Medicine, we like to say we are “bringing the care back to healthcare!”  Morrow Family Medicine 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.

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 the area of 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

Complications of Covid-19

  • Acute Respiratory Failure
  • Pneumonia
  • Acute Respiratory Distress Syndrome (ARDS)
  • Acute Liver Injury
  • Acute Cardiac Injury
  • Secondary Infection
  • Acute Kidney Injury
  • Septic Shock
  • Disseminated Intravascular Coagulation
  • Blood Clots
  • Multi-system Inflammatory Syndrome in Children
  • Chronic Fatigue
  • Rhabdomyolysis

Your Weight and How to Deal With It 

  • For years, I have explained to patients about their weight using a term called Ideal Body Weight.
    • It’s a terrible number, an almost unreachable number.
    • Especially in the state of Georgia.
      • The obesity rate in Georgia is close to the highest in the country, about 11th highest when last counted.
    • However, I am not one to preach to people that they need to get down to a certain level. Because it is so dog gone hard.
    • These days the usual way to determine if a person is “obese” is using their Body Mass Index, or BMI.
      • BMI, unlike ideal body weight, takes into consideration the person’s height.
      • To determine your BMI, multiply your height by 703. Divide that number by your height in inches. Divide that number again by your height in inches.

 

·      BMI·      Category·      What it means
·      Below 19·      Underweight·      You might need to gain some weight. Talk to your doctor.
·      19 to 24·      Healthy·      You are at a healthy weight. Try to maintain this weight.
·      25 to 29·      Overweight·      Don’t gain any more weight. You may need to lose weight. Check with your doctor.
·      30 or higher·      Obese·      You probably need to lose weight. Talk to your doctor about the best ways to lose weight.

 

  • So… according to this, if your BMI is over 25, you are overweight
    • and if it is over 30 you are obese.
    • If it is above 35, you are considered morbidly obese.
    • If that is the case, then the conversation in my exam room will likely be slightly different form if the number is closer to 30-32.
  • I see people every day who are upset about their weight.
    • I mean, I live in Georgia right.
    • When I do see one who is thinner than average,
    • I will tell them that if they plan to stay in Georgia,
    • they’re going to have to lose some weight.
  • The visit where weight comes up might be with a man or a woman.
    • If it is a man, there is usually woman who has forced him to bring it up.
  • Men are very fortunate.
    • When they put their minds to it,
      • they can, at nearly any age, lose weight.
      • Woman have a MUCH harder time losing weight.
      • And here’s the thing that patients really hate to hear me say:

If you are a post-menopausal woman,

you are incredibly unlikely to really lose weight.

  • It’s just so hard. And there are two primary reasons for this:
    • Genetics:
      • When I go to a family reunion, there is a room full of people there who look just like me.
      • I love these people, but we all share the same genes and some of those genes make us bigger than others.
      • It is just the way it is.
      • And you can’t change anything about this.
      • You can work really hard to exercise as much as you can.
      • You can try to be as active as you can.
      • But you are not going to change the impact that genetics has on your weight.
        • Period.
          • You just aren’t.
  • Lifestyle:
    • This is the one that really gets people.
    • Sure, you can change your lifestyle.
    • You can start doing things differently.
    • You can join a gym,
      • you can start running (although another thing that people hate to hear me say is that if you are over 40 you are too old to run).
    • Back in the 80’s I wrote a diet booklet to give to patients.
      • It had a substitution diet in it, like a diabetic diet,
        • with various plans for different calorie intakes each day.
        • It said two things that are still important today:
      • The word diet has two definitions:
        • It is the food you eat on a regular basis
        • It is a plan you begin in an effort to lose weight.
      • The problem is that what people are thinking about is the second definition.
        • They think, and heaven knows I have done this more times than I could ever count,
          • “Man, I can’t wait to get to my goal weight so I can get off this damn diet!”
  • Years ago I did Weight Watchers, for the first time.
    • I went to meetings.
    • I counted points.
    • I was religious about it.
    • It was one of those times when I had just had it with my weight.
      • Finally, after several months, I hit my goal weight and at that meeting they made such a big deal out of me doing that and me receiving my Lifetime Membership Award.
      • It felt so much like “graduation” that I basically graduated from WW that night.
      • And I never looked at points again.
        • Having lost 42 pounds, I gained 50 in less than a year.
      • I have probably lost a thousand pounds in my life.
      • So… what does this mean for you?
      • Here is the way I feel about this.
  • If you are overweight or obese,
    • you should be a lot more concerned about not gaining weight year after year, than trying to lose weight.
    • If you are a youngster, sure go ahead and try to get down to where you feel you should be.
    • But if you are one of those post-menopausal women I see, or a man over 55 – 60, pay more attention to not gaining weight.
  • If you come for a physical every year, like you should,
    • and you gain five pounds, be careful.
      • A month ago, I saw a gentleman for his yearly physical.
      • He asked about this weight and when I said he had gained five pounds, he was so happy.
      • Pumped his fist and said “YES! YES!”.
    • I said, slow your roll there big guy, you have said that 7 years in a row.
      • So, quick math, he had gained 35 pounds since we started seeing him 7 years earlier.
    • I admire anyone who is interested in making themselves healthier.
      • It is what we should all be doing.
      • But when I see people who are devastated by their inability to lose weight, it concerns me.
      • Often these are people who would otherwise be perfectly happy in their lives.
      • But instead they are depressed or at a minimum upset about their weight.
    • Bottom line in this for me is:
      • Be who you are.
      • Try to be happy with who you are, and be the healthiest version of who you are that you can be.

Tagged With: Dr. Jim Morrow, Morrow Family Medicine, obesity, overweight, pandemic, To Your Health With Dr. Jim Morrow, weight

Navigating the Current Economic Climate, with Gregg Burkhalter, “The LinkedIn Guy” and Personal Branding Coach

October 14, 2020 by John Ray

North Fulton Studio
North Fulton Studio
Navigating the Current Economic Climate, with Gregg Burkhalter, "The LinkedIn Guy" and Personal Branding Coach
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Gregg Burkhalter, “The LinkedIn Guy” and Personal Branding Authority

Navigating the Current Economic Climate, with Gregg Burkhalter, “The LinkedIn Guy” and Personal Branding Coach

John Ray: [00:00:00] And hello, everyone. We’re here on the phone with Gregg Burkhalter, better known as the LinkedIn Guy and also personal branding expert. Gregg, what advice would you give entrepreneurs and business owners to deal with the current crisis that is facing all of us?

Gregg Burkhalter: [00:00:21] The first word that comes to mind with our current situation is the word “empathy.” With what we’re dealing with right now, we kinda get into a silo because we’re all feeling like we’re dealing with our own issues that no one else is dealing with. And what we don’t realize is, is that others are potentially dealing with much bigger issues than we are.

Gregg Burkhalter: [00:00:41] And in fact, as the business climate now is, your client relationship has changed. It’s not that dollar/cents relationships that we’re used to in business terminology, it’s much more than that. It is turning to a relationship of compassion, a relationship of empathy, because not only are you, as a provider, dealing with your issues, but your clients are dealing with issues too. And they depend on you to give them the support they need, whether it’s the product they need, the advice they need or the support they need. And the value you bring right now during this very trying time will have a long range impact on that relationship with that client.

Gregg Burkhalter: [00:01:23] As a small business owner, I’m a one-person operation. I understand the stress that people feel as a one-person business. But you can imagine the stress of someone that’s a five-person business. Not only are they responsible for their own livelihood, they have five other people depending on them too. Immense amount of stress.

Gregg Burkhalter: [00:01:43] We are all in this together. Please take time, help other people, encourage other people. We have a perfect platform for staying in touch with people at LinkedIn. We didn’t have that decades ago, but we have that right now. LinkedIn is a great tool for maintaining those relationships, sharing information of value with your community and staying present with other people as we all handle this challenge.

Gregg Burkhalter: [00:02:09] Again, we’re all in it together. We will succeed in the long run. Walk the path, show compassion, share empathy, help others, and we will get through this.

John Ray: [00:02:25] Terrific. Thank you, Gregg.

Gregg Burkhalter, “The LinkedIn Guy” and Personal Branding Authority

Gregg Burkhalter is a recognized authority on Personal Branding and LinkedIn. He has helped countless professionals in the U.S. and abroad define and grow their Personal Brand using LinkedIn.

Gregg spent the first part of his professional career behind the microphone at radio stations in Savannah, Jacksonville, Charleston, and Atlanta. Following his radio years, Gregg worked in national music marketing and distribution.

Today, Gregg is known by many as “The LinkedIn Guy”. He provides Personal Branding Coaching and LinkedIn Training via one-on-one and group training sessions, corporate presentations and webinars.

To learn more, visit Gregg’s website. You can also connect with Gregg on LinkedIn, or call him at 770-313-2385.

Listen to the complete North Fulton Business Radio interview with Gregg here.


The “One Minute Interview” series is produced by John Ray and in the North Fulton studio of Business RadioX® in Alpharetta. You can find the full archive of shows by following this link.

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.

Tagged With: gregg burkhalter, personal branding authority, the linkedin guy

Choosing a Leader’s Mindset to Confront Uncertain Economic Times, with Joe Iarocci, Cairnway

October 14, 2020 by John Ray

servant leadership in a pandemic
North Fulton Studio
Choosing a Leader's Mindset to Confront Uncertain Economic Times, with Joe Iarocci, Cairnway
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servant leadership in a pandemic
Joe Iarocci, Founder,  Cairnway Coaching

Choosing a Leader’s Mindset to Confront Uncertain Economic Times, with Joe Iarocci, Cairnway

John Ray: [00:00:00] And hello again, folks. I’m John Ray with Business RadioX, and I’m here with Joe Iarocci. And Joe is the founder of Cairnway Coaching. And Joe, what advice would you give to business owners and leaders as they navigate this pandemic environment?

Joe Iarocci: [00:00:23] You know, John, there’s so much that we can’t choose in this environment. There are so many tactics that people are proposing to leaders in this environment. Some are realistic and some aren’t. There is one thing, though, that every leader can choose, and that’s the leader’s mindset. That is the mindset, it’s an attitude, an inclination approach to the problem, the crisis, the leadership. Every leader can choose a mindset. And I would hope leaders choose a mindset of abundance, not scarcity. Abundance, “How can we grow the pie?” not “How can we afford toilet paper?”

Joe Iarocci: [00:01:07] I would suggest the best mindset is an asset-based mindset, not a liability-based mindset. What do we have going for us, not what going against us? What assets can we build on, not what deficits are we worried about?

Joe Iarocci: [00:01:24] And then, finally, an antifragile mindset. That’s where, in times of crisis, I’m not going to hunker down, or retreat, or shrink, but instead I’m going to grow, and blossom and bloom. And if we look at the great leaders of the history, and the world and business, so many of them emerged out of, bloomed out of crisis and were relatively unknown before that. So, choose an antifragile mindset. All those things are within your choice.

Joe Iarocci, Founder,  Cairnway Coaching

servant leadership in a pandemic
Joe Iarocci, Cairnway Coaching

Joe Iarocci is the Founder of Cairnway Coaching. Joe founded Cairnway after serving as CEO of the Robert K. Greenleaf Center for Servant Leadership. Before joining the Greenleaf Center, Joe spent thirteen years with CARE USA, one of the world’s largest international nongovernmental organizations dedicated to ending extreme poverty. Joe served CARE as General Counsel, Chief Financial Officer and Chief of Staff. Joe practiced business law prior to joining CARE, representing individual entrepreneurs as well as multinational corporations. Joe currently serves on the boards of Social Accountability International, the Georgia Center for Nonprofits and the Foundation Center-Atlanta. Joe is uniquely passionate about spreading awareness and increasing implementation of servant leadership practices organizations and individuals.

Cairnway is a firm that coaches executives, teams and boards of directors, taking a servant leadership approach. The firm promotes servant leadership in the workplace through speaking, teaching and corporate events.

The evidence shows that organizations applying servant leadership have exceptional employee engagement, customer experience and team effectiveness. Servant leadership improves performance on more than one bottom line.

Joe and the Cairnway team bring a servant leadership approach to their coaching work. That means we measure our success by the success of those they serve.

Listen to the complete North Fulton Business Radio interview with Joe here. 


The “One Minute Interview” series is produced by John Ray and in the North Fulton studio of Business RadioX® in Alpharetta. You can find the full archive of shows by following this link.

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.

Tagged With: Cairnway Coaching, Joe Iarocci

Keeping Our Eyes Open to the Positives, with Bill McDermott, McDermott Financial Solutions

October 14, 2020 by John Ray

Bill-McDermott
North Fulton Studio
Keeping Our Eyes Open to the Positives, with Bill McDermott, McDermott Financial Solutions
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Bill McDermott, Founder and CEO of McDermott Financial Solutions

Keeping Our Eyes Open to the Positives, with Bill McDermott, McDermott Financial Solutions

Bill McDermott: [00:00:00] I’m going to tell a little story on myself, John. As you know, I’m pretty transparent. I watch the TV news, I see the number of cases of COVID-19, I see the deaths, I see the spread to Italy, to Spain, now to the United States. And what I was seeing was all the things that were happening, but what I was blind to is the fact that despite the building number of cases, despite the deaths, there are things going on that I just wasn’t seeing.

Bill McDermott: [00:00:45] There are manufacturing concerns that have totally changed their operation for manufacturing cologne to sanitizer or excuse me, yeah, hand sanitizer. There are companies that have totally revamped their manufacturing process to make ventilators. I heard of a company yesterday that donated two million masks to FEMA to help with disasters and to have people so that they can be protected.

Bill McDermott: [00:01:18] And so, what I wasn’t seeing, what I was blind to is all of the great things that America is doing to come together during this crisis. And so, what I would encourage, I would just encourage everybody is I’ve encouraged myself, don’t be blind to the things that are going on in the United States, where we’re coming together, where we’re building community, where we’re striving to achieve the greater good. There are great things going on despite this coronavirus that are making America better and stronger. And we just need to have our eyes open to see those things.

Bill McDermott, Founder and CEO of McDermott Financial Solutions

Bill McDermott graduated from Wake Forest University and launched a career in banking that spanned 32 years. He first started out as the “repo man” as part of Wachovia Bank’s management training program before locating to Atlanta to work for Peachtree Bank, which later became SunTrust. There, he distinguished himself as a great producer of loans and deposits for the bank, climbing the ranks to ultimately become a Group Vice President in the Commercial Banking division. In 2001, Bill’s group won the SunTrust Cup for being the highest performing commercial banking group in the company.

Over the next 8 years, Bill worked in community banking, becoming a top producer for IronStone Bank and later helping to double Embassy National Bank’s initial capital in loan production within 15 months. However, in early 2009 as the Great Recession was rapidly altering the economy, Bill’s position as Chief Commercial Lender was eliminated.

As Bill searched for what was “next”, he realized that he had built a treasure trove of knowledge of banking and financial acumen and had a desire to share it. Bill combined his sales success from his banking/insurance experience with his deep financial/analytical skills and launched McDermott Financial Solutions in April 2009. His purpose quickly became “making business owners better financial managers”. Over the past 11 years he has served over 200 clients by delivering results-oriented insights, helping to take them from financial confusion to financial clarity.

Bill currently sits on the board of directors for Pinnacle Bank, as well as the board for the Peachtree Corners Business Association, where he serves as vice president. He also hosts a monthly podcast, ProfitSense, which features stories of successful business owners and the professionals that advise them. When Bill is not working, you can find him on the golf course, gardening, spending time with his family, and leading a small group at his local church.

Bill is the host of “ProfitSense with Bill McDermott.” To find the show archive, go to ProfitSenseRadio.com.


The “One Minute Interview” series is produced by John Ray and in the North Fulton studio of Business RadioX® in Alpharetta. You can find the full archive of shows by following this link.

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.

Tagged With: Bill McDermott, McDermott Financial Solutions

Advice for Entrepreneurs Confronting a Pandemic Environment, with Mike Blake, Brady Ware & Company

October 14, 2020 by John Ray

Mike-Blake
North Fulton Studio
Advice for Entrepreneurs Confronting a Pandemic Environment, with Mike Blake, Brady Ware & Company
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Mike Blake, Brady Ware & Company

Advice for Entrepreneurs Confronting a Pandemic Environment, with Mike Blake, Brady Ware & Company

John Ray: [00:00:00] And hello again, everyone. I’m John Ray with North Fulton Business Radio, North Fulton Business RadioX. I’m here with Mike Blake. Mike is the host of Decision Vision and a Director at Brady Ware & Company. And Mike, I asked you a question we’re asking everyone, what advice would you give entrepreneurs, business owners as they navigate today’s business crisis?

Mike Blake: [00:00:23] So, I’m going to share an observation that I gleaned from a podcast I just recorded that you haven’t put live yet. And since I’m stealing this idea, it’s from Shane Metcalf of 15Five out in Silicon Valley. And I think the smartest piece of advice that I’ve heard and I like is think about what the opportunity is that this disruption creates.

John Ray: [00:00:49] And this is a very Silicon Valley way of thinking of things any time things go weird, broken, awry, unexpected. And sometimes, Silicon Valley is the instigator that other times, some things just sort of fall off the rails. And the Silicon Valley way of thinking about this is, “How do I capitalize this? What is the opportunity? Is there a new business? Is there a new business model? Do you sharpen your tools in some other fashion?”

Mike Blake: [00:01:16] For example, I’ll give a sneak preview. One example Shane gave was we’re all going to get better at working with video chat, and I’ve resisted video chat. Even though I’m a tech guy, I’ve never really liked video chat. Podcasting is a great venue for me because you don’t have to look at me talk to you. So, I’ve never been a huge fan of video but there really is a great opportunity to sharpen your skills, and your tools, and your acumen in alternative media. But that’s part of a larger concept.

John Ray: [00:01:57] Think about the other side already. And the other benefit to that too is that it’s positive. This will end. I’m confident this is not an Armageddon moment. This is not one of the seven seals. This is not the plague of locusts, any of that stuff. We are going to come out on the other side. So, if you need kind of a pick-me-up, and I know that people are kind of down right now, but a great way to kind of turn lemons into lemonade is to think about what disruption is occurring right now that I can take advantage of.

John Ray: [00:02:32] You and I have spoken a little bit about a new business offering in terms of risk management that I want to launch through Brady Ware.

Mike Blake: [00:02:39] Yes.

Mike Blake: [00:02:40] Is there a is there a better time ever? I mean, I think even more than ’08 where people are now thinking more about risk management in our lifetime, basically, right?

John Ray: [00:02:40] True.

Mike Blake: [00:02:51] So, yes, there’s widespread suffering, and there is misery, and there is death, none of which I can control other than living outside of my basement, like all I do is go to Star Trek conventions. But what I can do is I can identify this market now and the sentiment that is having driven home like a railroad spike, how important risk management is, and that a sophisticated approach to risk management is something that is key to long-term business survival.

Mike Blake: [00:03:24] So, to sum up, think about the long game or Simon Sinek would write, think about the infinite game. And that infinite game means, what opportunities are going to be created for you, for your business to get better, to be better, to be different, so that on the other side that you are actually better for it, you actually do reflect that notion that what does not kill you makes you stronger.

John Ray: [00:03:48] Great advice, Mike. Thanks for giving us that perspective.

Mike Blake: [00:03:51] Any time.

Michael Blake, Brady Ware & Company

Michael Blake is Host of the “Decision Vision” podcast series and a Director of Brady Ware & Company. Mike specializes in the valuation of intellectual property-driven firms, such as software firms, aerospace firms and professional services firms, most frequently in the capacity as a transaction advisor, helping clients obtain great outcomes from complex transaction opportunities. He is also a specialist in the appraisal of intellectual properties as stand-alone assets, such as software, trade secrets, and patents.

Mike has been a full-time business appraiser for 13 years with public accounting firms, boutique business appraisal firms, and an owner of his own firm. Prior to that, he spent 8 years in venture capital and investment banking, including transactions in the U.S., Israel, Russia, Ukraine, and Belarus.

Mike is the host of “Decision Vision.” To find the show archive, go to DecisionVisionPodcast.com.


The “One Minute Interview” series is produced by John Ray and in the North Fulton studio of Business RadioX® in Alpharetta. You can find the full archive of shows by following this link.

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.

Tagged With: Brady Ware, Mike Blake

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