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Search Results for: kids care

Nurse Practitioners: Filling the Gaps in American Healthcare

August 12, 2025 by angishields

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Nurse Practitioners: Filling the Gaps in American Healthcare
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Nurse Practitioners: Filling the Gaps in American Healthcare

In this episode of Tech Talk, Joey Kline interviews Krish Chopra, CEO and founder of NPHub, an Atlanta-based startup focused on healthcare innovation. Krish shares his journey from corporate sales to entrepreneurship, discusses the challenges of scaling NPHub, and highlights the company’s mission to address the primary care shortage by supporting nurse practitioners through clinical placements and job matching.

Krish-ChopraKrish Chopra is a serial entrepreneur, investor, and the founder & CEO of NPHub, the leading platform for Nurse Practitioners to secure clinical placements and land their ideal jobs.

Since 2017, NPHub has helped over 10,000 NP students complete their rotations and now powers the first AI-driven job board built exclusively for NPs—bringing transparency and efficiency to a fragmented hiring market.

A three-time Inc. 5000 CEO and Inc. 30 Under 30 honoree, Krish has bootstrapped multiple ventures and leads a global team of over 70 across 10 countries. He’s also the author of NP Jumpstart, a guide that helps Nurse Practitioners grow and market their own practices.

A first-generation Indian-American and University of Michigan alum, Krish is passionate about solving systemic bottlenecks in healthcare and creating platforms that empower overlooked communities. He’s currently based in Atlanta.

Connect with Krish on LinkedIn.

Episode Highlights

  • Healthcare innovation and its importance in the U.S. healthcare system.
  • The role of nurse practitioners (NPs) in addressing physician shortages.
  • Challenges faced by healthcare providers, including long wait times and lack of access.
  • The mission of NP Hub to improve healthcare accessibility through support for NPs.
  • The entrepreneurial journey of Krish Chopra and his transition from corporate sales to founding NP Hub.
  • The business model of NP Hub as a two-sided marketplace for clinical placements and job matching.
  • The significance of maintaining company culture and leadership during growth.
  • The fundraising process and challenges faced by early-stage companies in Atlanta.
  • Differences between nurse practitioners and physician assistants in terms of training and approach to patient care.
  • The potential for technology-driven solutions to enhance patient care and address workforce shortages in healthcare.

Transcript-iconThis transcript is machine transcribed by Sonix

 

TRANSCRIPT

Intro: Coming to you live from Atlanta, Georgia. It’s time for another episode of Tech Talk with your host, Joey Klein.

Joey Kline: Welcome. Welcome to another Tech Talk. I think that this is actually the first one that we have done all summer. We’ve been a little bit dormant. So thanks everyone for tuning in. We’ve got a really great conversation that is going to focus on the healthcare world today. Local Atlanta early stage company and NPHub CEO and founder Krish Chopra. How are you doing, Krish?

Krish Chopra: I’m doing well, man. Thank you so much for having me here today.

Joey Kline: Yeah, absolutely. Looking forward to chat about this. So before we started rolling here, you mentioned that you were from New York. And I always like to understand how people get to where they got to. So give me the story of New York to Atlanta and whatever was in between, if anything.

Krish Chopra: So the story I always tell is. I was born and raised in New York City. Right. Born in Queens, Brooklyn. Been tons of times just exploring and loving New York. When I went to undergrad, I applied to Michigan, got in one of the better schools I got into, and so I wanted to go. And after Michigan, I had a decision to make of where do you go? You know, where am I going to sort of put down roots. And you know how a lot of people in college, they sort of think of, I’m going to go kind of start my life and become who I want to be in New York or LA or the Bay. The the issue was, I’m from New York, and so I didn’t have that luxury. Right. You go back and you have a family. You have a, you know, friends pressure and and for me to get the chance to restart. I was I was in Atlanta for a training program, um, right out of undergrad for six months. Like the city. Enough. And what I loved about it was also the cost of living. And so when I was in New York working for a couple of years, I moved back to Atlanta to start my company because my burn would last longer. Yeah, I only had a certain amount of money saved up and I needed to figure it out. And so in New York, that might have lasted 3 or 4 months, but in Atlanta it lasted six. Seven. And so that was critical, you know.

Joey Kline: So did you go straight from undergrad to entrepreneur?

Krish Chopra: No no no, no. I always I refer to myself as sort of like a, um, uh, what’s the word I’m looking for, like a converted entrepreneur. There’s some people that are born and bred and that’s kind of, you know, they never had a job. They had a, you know, newspaper selling business as a kid. That was not me. Yeah, I was in corporate sales out of undergrad for two years and from 22 to 24. Sounds about right. And moved down at that point to start my company. And the main reason why was in corporate America, I was very much a cog in a wheel. And what in the nicest way possible, what I did didn’t make a difference every day. So if I didn’t show up, it didn’t matter. And so nothing hurt. More like, you know, psychologically speaking of like, you know, I was a as a seller, I was ranked 17th out of a thousand sellers. Yeah. When I was, when I left my last six months in. Not bad and no one had asked me to stay. They didn’t backfill the role. And so if you’re a good seller and they’re not doing that, then you really have to think about what’s the whole point of this. And so starting a company was really just a matter of finding a place to fit in.

Joey Kline: Yeah, I hear that. And I think your point is a I, I, I have you heard the saying like there are two kinds of people in this world. People who think there are two kinds of people in this world. Everyone else. To some degree that is true. But when it comes to entrepreneurs, I really do think that they typically fall into two buckets. One are those that could never take orders, needed autonomy, couldn’t deal with authority. Um, from day one. Right. And they had the paper route, whatever it was, and it was just a foregone conclusion that I could never work for the the man, quote unquote. And then there are others that come to it almost because they have to either they have to because they just find the corporate world insufferable. They have to because they have an idea and they can’t shake it, whatever it is. Um, and there’s nothing wrong with either one of those, right? Most people get to the same place. You sound very much like you were in the second bucket 100%.

Krish Chopra: Because I didn’t fit into corporate America. Uh, the way I talk, the way I communicate, I’m very much. Let’s get it done. We don’t have to say it the best way possible. We don’t have to politic this. We just need to. What’s the actual answer? What’s the best thing to move forward here? And I felt like I had a ceiling in corporate America. Like I would maybe I would get a promotion, maybe. And I would camp out there because I didn’t play the game, I didn’t know how to play the game. And even now, that’s not part of my repertoire, if that makes sense.

Joey Kline: Yeah, yeah. Well. And do you ever wonder and we’re gonna, we’re gonna want to ask this question, then just double back to what NP hub does. Because anyone listening, I want them to just know right off the bat. But okay, you’re growing your company, right? And right now you are very far from being a large, stodgy corporate institution. Okay, but I imagine that you have high goals for your organization. Okay. You want to grow it? I’m sure, as big as it can get. Right. So do you ever get look. Sometimes as the organization grows, the founder’s vision and the founder’s personality gets stamped out a little bit. And so I’m curious, do you ever wonder to yourself, like, okay, if I make this thing, what? As big as I think it should be. Is it going to turn into something that I don’t want it to?

Krish Chopra: Yeah. You’re hitting the nail on the head. I think about that all the time, especially recently. So we just completed a series investment and I was ready for what that entailed. But I think once you receive it and then you really understand, hey, these are the growth objectives. This is the investors behind you. And this is a company that they can’t. You know it’s a minority round. And so I’m still in the majority owner. It’s still a matter of managing on what good looks like from their sort of playbook and their sort of concepts here. I think about it nonstop lately, and I think the only answer. It’s a work in progress. Um, the biggest answer I have is making sure you spot correct the behaviors you don’t want. Like you might have friction between the business unit and product, and that shouldn’t exist at this level. Like you kind of intuitively know it and I feel it. And so you have to nip that in the you have to nip in the bud. You have to continue to make sure that the people managing the people now, they’re the ones that get the culture you want. And so it’s the it’s it’s your executive team. It’s your senior leadership team. And it’s your management management team as well, like the managers in the org. So if they follow it, that’s the best way to make sure that the new person being hired, who I might not have a lot of FaceTime with, they have they know from osmosis and even though it gets diluted down, is never going to be perfect. Instead of it being like 10% of what you want, it’s maybe closer to 67 to 80. And you can live with that.

Joey Kline: Yeah. Look, again, there’s only so much that you can do because you’ll drive yourself nuts with everything else that you have to do. Of course.

Krish Chopra: That that’s.

Joey Kline: True. Yeah. Um, okay, let’s let’s get back to, uh, value proposition, mission product. Um, let’s put it out there. What y’all do? What problem y’all are trying to solve.

Krish Chopra: So NP hub, we’re trying to save healthcare in the US. We all know healthcare is broken. We all know that. We go to the we go. We have to wait months to go get an appointment. We don’t have price transparency. And in a lot of ways, you can’t even get in front of providers and in many cases in many parts of the country. So that we’re solving for that by enabling nurse practitioners this incredible sort of provider group that’s spun up over the since the last, like 60 or 70 years, it’s grown in droves. So the fast growing profession in the US, they lack resources, they lack support, and we’re trying to solve for that. And we’re doing that by providing them clinical placements. So that way they can graduate and become great providers. So they get great education. And then we’re helping them get their first and second and third fourth jobs. And so it’s all about alignment where you’re creating this transparency between the candidates, these graduates, these nurse practitioners and market and employers who want to connect with them. They want to hire the right people. And so how do you put them together in a way where there’s less noise in the system and you’re hiring better fits in both sides, like you’re you’re finding a better job if you’re a candidate and you’re finding a better employee if you’re an employer. And so that you have longevity. And that’s what we’re solving for.

Joey Kline: Okay. So I can also imagine you in, in a, in a pitch starting out saying we’re going to save healthcare, which is obviously an extremely lofty, ambitious statement that that gets someone’s attention. Mhm. Um, so look, I think anyone listening, even if they don’t know the ins and outs that, you know, we’re spending 17% Plus, you know, about all of our GDP on healthcare right now. Could say just from an anecdotal experience. Yes. You know, healthcare as is, generally benefits the top 10% of the income ladder. And for everyone below that, you know, leaves quite a bit to be desired. Um, and even for the top ten, right. A bit to be desired. So what why does the focus on the nurse practitioner save healthcare?

Krish Chopra: So when you think about healthcare, think about the entry point of healthcare. We’re seeing primary care physicians and there’s simply not enough of them. And so, you know, for for the multitude of reasons of why that is the case, by the I think it’s 2035 or 2037, there’s going to be a shortage of 160,000 primary care physicians. And so how is the US, the United States, filling this void while they’re filling this void with this new type of provider in market, which are nurse practitioners and physician assistants? And I don’t mean to say that there are new type of provider, but relative to what a physician and the history of what physicians are, you know. Going back hundreds of years. And so you have these new providers and. They’re really becoming the entry point and even in many cases, specialization. The entry point of healthcare. And when we are talking about how do we get appointments faster, how do we not wait three months, how do we see a provider for more than five minutes and not feel like where you are? You know, you we all know that feeling of going.

Joey Kline: Where you’re just a number.

Krish Chopra: You’re a number, you’re you’re in, you’re out. You didn’t catch your name. They didn’t ask you the second question. They said, what are you feeling today? Okay. Got it. Here’s your medicine. You’re out. That’s not health care. It’s a transaction. And I think nurse practitioners, physician assistants, they fit this model, um, in there where they’re actually caring for their patients. And that’s what we need, I think, in the US.

Joey Kline: Okay. So you’re saying because we are going to have a shortage of primary care internist. Another to synonym for those out there um that nurse practitioners pays lower barrier to actually become one. I mean, just from a number of years that it takes to actually get into it. Cost years. Um, you know, the medical school. Um. Uh, gantlet is not a cheap, uh, or easy one or for the faint of heart. So, uh, it I’m I’m putting words in your mouth. You’re gonna tell me if I’m correct or not? Basically, you have another form of practitioner provider that maybe doesn’t fill all healthcare needs, but gets us up 50, 60% of the way there. Of what an internist, um, primary care physician would do. And if we’re better able to get those folks trained, staffed and distributed, that then helps, um, stem the problem of not enough internists in the market.

Krish Chopra: Exactly. Accessibility is the number one concept we’re trying to solve for, because once you solve accessibility, Then you can move into every other topic, right? So 100% exactly what you said. I have this belief that healthcare should be run where your entry point. Right. Like if I’m sick or you’re sick and you know your child is sick and you have to go to urgent care and you know, you have the flu, you know, you have a cold, you don’t need to necessarily see someone with eight years of post-graduate experience. It’s okay to see a nurse practitioner, a physician assistant. And in certain cases it gets escalated up where the physician in my mind becomes this floor general. Sure. And they’re available. They’re available as needed. And now you’re prioritizing the time for the physician to see complex cases that might be out of scope for the nurse practitioner or PA. But I’ll tell you, from everything I’ve seen over the last seven years of building this company, the number many, especially primary care providers, especially mental health providers, the fastest growing profession. Yeah, for healthcare, for inside healthcare, right now, they’re able to accomplish 60, 70, 80%. And in most cases that’s good for us, the patients.

Joey Kline: Yeah, it almost feels like it kind of feels like this is what granted, it’s a much smaller band of the human body of healthcare, but it’s almost like going to the dentist, right? I mean, like you primarily see the dentist at the end of your appointment or if something is really, really complex and, you know, the front line assistant cannot take care of it, but much of their time is spent strategically on more complex issues than the, um, traditional work of dentistry.

Krish Chopra: I think it’s a really fair analogy. Um, a fair analogy.

Joey Kline: There. Sure, there might be some, you know, crudeness around the edges there, but that was what came to mind initially.

Krish Chopra: And I think it makes sense. Right. When we go to a physician or sorry, we’re going to a practice, the first person you see is usually the Ma who’s kind of doing some of the basics, right, taking or charting, maybe capturing your blood pressure, that absolutely still should be done. And again this is about best use of of time. Best. Most efficient use of time. And for whatever reason it is, there just aren’t enough residency slots for physicians. Yep. And so until that fixes, we, you know, us as patients, us in the in the US. We can’t wait for that that that to occur. That’s right. Right. There’s the you know, we were talking about this before the podcast started. There’s politics involved with that. There is, uh, regulations, nuances. It’s politicized. That is not the game we’re in. We’re in the game of this is the problem. We’re trying to solve the problem of accessibility.

Joey Kline: Yeah. People’s health cannot wait for the government to, you know, get out of its own way.

Krish Chopra: That is the best statement so far.

Joey Kline: Yeah.

Krish Chopra: Yeah.

Joey Kline: Do you have a healthcare background?

Krish Chopra: I do not know. Okay. I’m not smart.

Joey Kline: Enough. Yeah. Okay. So how did this come to you?

Krish Chopra: Um, so my very first successful company I started. Successful? Meaning that it didn’t fall apart in three months. Sure. Um, was a similar business where we were working with medical schools, typically schools in the Caribbean or national medical schools in the Caribbean. We were one of the first companies to go to the Philippines and source medical students there, and we brought them to the US for clinical education so they could apply to residency in the US, or they could take that education and go back to their own countries and uh, usually, um, get better, better paying jobs or, you know, more prestigious clinical placements. Yep. We did that for about three years. And in that time we started having nurse practitioners reach out to us randomly. And my entire thesis was, there’s no way us educated nurse practitioners have this problem. It must be a one off, two off. And so for a period of time, we didn’t listen to them and we didn’t listen to the market. Like any, you know, young entrepreneur always misses. And that was that was us. And so eventually one student turned to 500 to 120. And then we realized this nurse practitioner gap is bigger. There were no other competitors in the field, meaning that from a if these students are my medical company, my first company, if these students didn’t work with us, they had alternatives. There’s ten other companies like us for these nurse practitioners. If these students didn’t use us, they didn’t graduate. And so you had the ability to have a larger impact. And then you had the second is there was no one else in the field. So we got to innovate. Yeah. And so I got to build we got to build a platform, build the technology to enable scale. And we would never have been able to do that in a proven sort of like third generation older school dynamic in the medical space of what we were in.

Joey Kline: Sure. That’s the it is the unintended consequence of being in business and learning something that you didn’t set out to to figure out.

Krish Chopra: Mm, 100%.

Joey Kline: Um, okay. So is your direct client, the healthcare system, the practice? How does the product actually work?

Krish Chopra: So we have this overarching platform and we have a we have different products involved. And so on. Our first product, we work with students and we work with universities, and we have in the network of clinical placements that these students or schools will come to us, will provide that for their students. Or at the end of the day, we’re helping the students graduate, whether we’re through the university or student directly. Now that’s product number one. And so in that model, your customers, it’s a marketplace, right. So you ask Airbnb who their customer is. They’re going to say both right. Is it the host or the visitor. Well you need both to survive. So in that model the clinical sites which are the clinics, the hospitals, those are our, our our they’re part of our network. And then we have the universities and the students, and they’re part of our sort of client base on the hiring platform, similar model. We have candidates and then we have employers. And so employers are the people we are, you know, reaching out to and communicating that we have this platform that no one else in the country has. We have this data on, on, on quality control that no one else can provide. That’s what we’re doing there.

Joey Kline: Okay. But okay. So yes, I understand you are. You are a classic two sided marketplace. But how do you actually get paid?

Krish Chopra: Um, on product one that we mentioned, the marketplace, the clinical placement marketplace, it’s students or universities. Okay. And on the hiring platform, it’s employers.

Joey Kline: Okay. That’s what I figured but wanted to clarify okay. All right. So you mentioned earlier that you just raised your series A obviously a really big milestone for any organization. What what happens next? Is it about market reach? Is it about new products? All the above. What’s the plan?

Krish Chopra: It is. It’s really everything, right? You know, you’re sort of supposed to amplify every single thing you’re doing. Yeah, I can tell you that to date, we’ve spent so much time getting our process on working with students directly down, and we are excellent at that. That is what got us to scale. And so the next phase of growth for us is now saying, hey, we worked with these students and we’ve helped thousands of them. Closer to I think actually, we’ve just crossed the 11,000 milestone in terms of students. Now, the next play for us is to really move and speak more with universities, speak more with these employers. Focus on this B2B segment of this because most people, university students, would agree that we all believe it should be accountable to the university on providing clinical placements. And we’re seeing some of that legislation, some of that market, um, uh, sentiment change now around that, where schools want to provide this. It’s a differentiating concept for them. Right? Some schools don’t provide it. Some schools do provide it. The schools that do provider often see of higher tier. And then the second part of it is quality control for when we’re graduating nearly we have 400,000 nurse practitioners right now in school. At any given time there’s about 120,000. There’s 40,000 graduates every single year. These 40,000 quality control now becomes a major, major concern for many of these programs because these students want to be successful and these universities want these students to be of high quality. Mhm.

Joey Kline: Mhm. Okay. Um I you’re a sales guy. I’m a sales guy. I’m always curious in the sales process of how you actually get this out there. Are you, is this an inside sale outside sale kind of model. Is it all, um, you know, internet marketing? I mean, what’s our. Are you hiring a bunch of salespeople to go and make the enterprise sale? Or are you able to pretty easily convert, you know, marketing leads into sales without the help of a large team.

Krish Chopra: So we have a we have a sales team in place. Okay. And so we have two different types. What internally we refer to as the B2C function and the B2B function. So the B2C which is working with the students directly, we have an internal sales team in place there. And they are phenomenal at what they do which is getting to the student, solving their anxiety, solving their concerns, and asking them the appropriate questions to direct them to the best placement possible. And we have AI supporting that effort as well on the B2B function that’s scaling up currently. You’re exactly right. We’re hiring sales reps. A lot of this can be done inside, but it’s less inside outside sales. It’s more of enterprise sales. Sure. And so in many cases it’s zoom. But if you need to be on site, then we’ll get our butts on site.

Joey Kline: Yeah, it depends how big the deal is. Depends how complex the organization is.

Krish Chopra: Exactly. And it depends on what is expected of us from that particular client. Yeah.

Joey Kline: Yeah, I hear that. So, um. And I imagine that you’re so right now, are you national?

Krish Chopra: Yes. We operate, I believe, in 46 of the 50 states. Okay. Um, there’s a few. We’re just not in Hawaii.

Joey Kline: Alaska still, you know, pretty, pretty good count. Mhm. Um, and what was okay had had you ever done a large fundraising round for any of your previous organizations?

Krish Chopra: I have not. This was the first.

Joey Kline: Okay, so I’m curious to hear about what that was like along with, you know, that small job of actually running the company. You’re choosing your words carefully.

Krish Chopra: Brutal was the answer. So we started the fundraising officially in September of last year. Okay. Uh, we we there’s a lot of stages to a fundraising process, and I think a lot of folks focus a lot on getting the term sheet right, which is essentially less of the signal of, hey, we want to partner with you and more of a signal of, we don’t want to get rid of you yet. That makes sense, right? And so if it’s an early step into the investor dynamic investor relationship. And so the first part of this was getting better at how do you secure the term sheet. How are you saying the right things and getting the investors interested and communicating your value proposition effectively. That took time. And so we were under a term with a, um, a, uh, a growth equity company. Uh, at the start of this year, we were expecting to close in January. And towards the end of this, the deal saw the deal started to fall apart. Yeah. And that happens in occasion. And so end of January, the deal started to fall apart. And so we went back to market in February. I’m a big fan of you know, you hit in the face.

Krish Chopra: You don’t, you know, go wallow for a month. You go back out there and pick yourself back up and so confidently, uh, you know, luckily we were able to secure two additional term sheets by, um, by the end of March. And so we had a good turnaround time. And so in those two term sheets, we then we also hired a banker to support us in this effort. And that’s one of the biggest, biggest things I can tell any entrepreneur who is raising their series A, if you should be working with the banker because they are the only representative on your side, that really helps you filter and helps you navigate the dynamic with the investor. And so the investors, they are cutting deals on a 24 over seven basis. They are excellent at cutting a deal. Yep. Entrepreneurs are excellent at running a business. There’s a gap there. And in in a lot of entrepreneurs think they should just go do it themselves. And even many VCs and private equity will tell you, oh no, no, you guys can handle it yourself or you’re fine. But it’s because it’s asymmetric information.

Joey Kline: Of.

Krish Chopra: Course. And so that was a big difference on the on the second time around. In addition to that, we our business was in a really good place. We were continuing our growth trajectory. Everything was working well. And nothing creates more confidence in a fundraising process when you are hitting your numbers during fundraising.

Joey Kline: You are the first person to ever come on here and talk about hiring a banker.

Krish Chopra: I know this is a get in trouble.

Joey Kline: No, no, not not at all. I just I find it interesting because look like To erase middlemen. Obviously that’s not, you know, the. Look, I’m an intermediary. Intermediary? I’m a middleman. Okay. Um, many of us exist for a reason. To enable a transaction, to know both sides. Um, and what you’re saying makes a lot of sense. I have just never had anyone come on and actually talk about that part of it. A lot of people talk about. And this was maybe a little bit more, you know, kind of 5 to 10 years ago. But how hard it is to raise money in Atlanta, that’s changed. But it’s not it’s still not amazing, but it’s changed for sure. Um, but yeah, a lot of it focused on having to go to the northeast and the West Coast, um, as opposed to the actual mechanics of doing it in The Help. It was just interesting. You know.

Krish Chopra: I will tell you that we and I got a lot more success with investors from the northeast, and I think Atlanta has an emerging. Scene and emerging tech scene. So you have, you know, a couple of great conferences. Venture Atlanta, we were a presenter of Venture one a couple years ago. Really helped us along. Um, get out there more. But fundamentally in Atlanta you have more private equity than you do venture. Sure. And so you do have this problem of of people not investing at your stage of series A, and you find that more in the northeast, in the West Coast. And, um, we certainly did. And we eventually, um, um, partnered up with, uh, Edison Partners. They’re Nashville based. Yeah. But funny funny enough, the the lead investor with us, one of the partners there, the we had great rapport, but she was from Boston.

Joey Kline: Yeah. I wonder if I wonder if part of it. It’s interesting because we have an amazing talent scene. Okay.

Krish Chopra: 100%.

Joey Kline: Right. But the level of talent we have, the fundraising or at least the the breadth of fundraising opportunities available and different stages available has not caught up with. I think, where we are from a talent stage, and I’m wondering if part of this has to do with the fact that a lot of the people who have made a massive amount of money that can either, you know, that can be an LP or they can start a fund themselves. There are starting to be more of them who made it in technology in Atlanta, but a lot of them did not make their money in technology. A lot of them made their money in real estate or C-suite gigs at, you know, large fortune 500. And it’s just a very, very different type of investor. I just don’t think that that mindset is not there among those who have the funds to kickstart something like that.

Krish Chopra: So I agree with you 100%. These fundraising rounds develop in reverse, Right. Which is kind of weird. Um, you would think that you would have the you would have organizations funding a series C and D, because those are much lower risk, but it’s not actually how it works. What ends up happening is you have, you know, folks that might have worked at like calendly at the snap, at, um, snap, snap nurse, I mean. Um, and other other, other bigger companies. I made it in from the tech scene in the, in the southeast. They do well and they start angel investing. And you have a fantastic angel investing scene in Atlanta. Totally fantastic.

Joey Kline: Right. It’s like if you’re under a million or like 1 million to 3 million.

Krish Chopra: You have access because you have rise point and that rise point, rise out of the Emory. Um, out of out of Emory B-School over there you have, um, the tech village.

Joey Kline: You have to overline guys.

Krish Chopra: Overline guys, you have um, ATC you have so many opportunities there for sure. Um, uh, tech tech Square Ventures, I think as well. Um, anyhow, and so as you kind of go up and rounds. You know, you go to your series A, series B, etc., that that pool gets smaller. Yeah. And because you have a lot of, uh, I can’t tell you this is the exact reason I can tell you. My inclination on why it occurs is you have less risk appetite in Atlanta, and because you have less risk appetite. You have much you have depressed valuations. I agree. So we got term sheets and we got interest from Atlanta based investors. They were just not understanding the vision of what we want to build here. And they’re seeing us as point A to point B and we’re like well hold on. If we just do point B and see where we are, we’re going to continue to scale up. And that is where for us, at least, we we stopped. We didn’t get the traction or adaptability. I hear that. Yeah.

Joey Kline: Did you wrestle with raising versus not versus just funding from operations? Yeah.

Krish Chopra: For years we didn’t fundraise. We started officially. This company started in 2017. Okay. Um, we raised in 2025, so for seven I should know this. But what’s called seven years? Almost purely seven. Um, I think we bootstrapped this thing from the very beginning.

Joey Kline: But was it because you could or because you were on principle, dedicated to that or both?

Krish Chopra: We did it because that’s how we want it to grow. Okay. Um, I think there’s two, two issues there or two sort of sub points there. So point A is I wanted to be in control. Um, I think, you know, from even the stories of just not fitting in. Um, you know, for my younger days, it was about being able to make the decisions we wanted to make. Even if they were mistakes, even if it was prioritizing the wrong things. That was the call we want. I wanted to make. Then the second call. Inside of that was it took me a long time to realize we were on to something big. Um, I would argue between 2017 and 2020, 2021. It was still this idea of like, maybe I’m going to be a lifestyle entrepreneur. Maybe it’s it’s going to cap out a growth. It was only until 2022 where we started to realize it was actually almost an inflection point of where we we grew so much, we needed more experienced professionals. It couldn’t just be these junior folks on our team that worked really hard. We needed to know a good looks, like myself included. And so I hired a seasoned operator that essentially fixed all the issues I created over as we grew. Um, fast forward a little bit. Then I hired a experienced CTO, and all of a sudden it’s like, wait, with this team in place. Sky’s the limit. We can do anything we want. And, um, those two folks were sort of like the catalyst for for me to realize, all right, these guys are top tier and they’re putting their time here. They’re not doing that. So we can have a fun game doing that so we can do something amazing and build something memorable. And that was.

Joey Kline: It. Well, I think as as the years have gone by, I have realized that all you are and by extension, all your company is, is the sum of the quality of the people around you. Mhm. Um, and it goes for your friendships and your professional relationships. Um, to that end, I would love to get your take on culture and leadership. Um, you know, one of the things that we talked about at the beginning is your fear of your company turning into something that you don’t recognize or that you didn’t want it to. And that part of the way you avoid that is, you know, you hire the right people, you test them, they understand the mission. So, you know, you’re still at the point where I imagine that you are intimately involved with every hire that comes through your door. What do you look for? How do you make sure that a relative stranger. Let’s be honest. Is going to be the right fit for your team?

Krish Chopra: So I am not involved in every hire any longer. Okay. Um, we’ve gotten to the point now where I’m involved with many of the senior hires. So they’re coming at a management level or above. Sure. Uh, I will have some interaction. Um, I usually final round interview or something like that. The biggest thing is making sure we know why we’re hiring. Are we hiring this person? Because, you know, the current person in the role isn’t, um, isn’t doing as well anymore. Um, are we hiring because the business needs it? Have we explored an alternative to hiring? Because when you add new headcount, it is great and awful at the same time. It’s great because you’re bringing someone new in, and every new hire brings a new energy to the company. And especially in that first month, I can I can visualize the moment for some of the best people we’ve ever hired. And, you know, in the first month, if this person is going to be great because no one ever starts off good and turns great, they start off great and they stay great, or they start off bad and they say bad. That’s generally rule of thumb. Um, and if they’re in the middle, you are settling. And that is a rule of thumb. Um, are we someone that I truly believe in? And so it’s you train the methodology and then you you train the methodology to the management team on how to hire effectively. And we use something called the print survey okay. Which is a shortcut on understanding people’s motivations. And so it’s very similar to the Enneagram. It’s sort of like um, the corporate version of that. And so everyone’s assigned these two numbers. And so I’ll give you a quick example. If you’re hiring a sales rep, you want them to be very numbers oriented, right? They want to hit a target.

Krish Chopra: That is what, you know, a great sales rep looks and feels like. And so there’s a print associated with that. And that’s referred to as it’s a it’s a print three. And so a print three. You want that person if they’re in sales to exhibit that behavior, that’s their motivation. Because you know that’s how you’re going to shortcut getting to know them. Because in a long enough horizon, you don’t need a system to tell you how to get one of your team members motivated or how to push them forward. But in the short time horizon, when you don’t know them really well, having a framework really does help and it helps you move faster. And I would argue more importantly, than getting every strategy right or or being the best company. It’s about moving quickly and iterating fast. That is a Herald did. Maybe that’s the wrong word. That is an underrated point of view, and it’s an underrated statement. And I think that for us, we we we have taught our team this methodology on hiring. We’ve established what good hires sort of need to think and feel like, you know, so if you’re in a finance function, you probably want someone to be very detail oriented. You don’t want them to be like me who is not detail oriented. My finance person will tell you that I am the most unorganized person he’s probably worked with. And Rogers. If he’s listening to this, he will probably nod his head along to this right now, because I am. I’m not meant for that. Yeah, right. I’m meant for the you know, we go talk to a customer, you know. That’s right. That’s what it.

Joey Kline: Is. Yeah. From a sales perspective. Um, and you just brought up talking to customer. Right. Do you have you had problems letting go of the sales process?

Krish Chopra: I don’t know, do I? How honest would I be here? Right.

Joey Kline: Um, or have you even been able to.

Krish Chopra: Yes. Yeah, yeah. So by by trade, I’m a sales person and marketer. That’s how I see myself. And, you know, at some point I did, uh.

Joey Kline: That’s typically what most founders are starting.

Krish Chopra: Sales realized. I can’t do every single sale. They switched over to marketing. How do I do sales at scale and and then eventually now. And I don’t do either. As much as I’d like to. And need to. Um. So, have I had trouble letting go? Yes. Absolutely. 100%. Um, on the sales side. I have let go of it. 95% of it. At least that’s what I believe to be true. Uh, um, the remaining is is really. I get tied in on our messaging to our customers. Anyone would tell you there’s there’s always the right way of speaking to the customer. And it’s in my head, unfortunately. And, you know, it’s hard for me to say, hey, this is how you should do it. It’s it’s easy for me to say when I hear it. Like, that’s not how you do it, if that makes sense. Sure.

Joey Kline: Um, but this is like the Supreme Court on pornography. I know it when I see it.

Krish Chopra: Exactly. And so, uh. Oh, that’s a great line. Oh, I want to take it. I want I need it. Thank you.

Joey Kline: Steal shamelessly.

Krish Chopra: Appreciate it. Yeah. So sales I have let go. Quite a bit. Marketing in a work in progress right now. Um, we happen to have we. We’ve developed an incredible sales manager at the organization. And this guy knows what to do. And so because we have great talent, I can let go more. We have a fantastic marketer on the team, someone I’ve known half my life because we have him. I can let him go. And so it it’s less about for me what I realized over time. It’s less like I need to let go. It’s I need to bring in the person I trust who knows it better than I do. Sure.

Joey Kline: Right. Who’s who’s got the ability, wherewithal and clout to be able to tell you? I got it, bro.

Krish Chopra: Yes. And I tell the team all the time if I’m too involved, like there’s a saying, I actually stole this, I think, from, uh, Alex Hermosa. He says, um, use this use if useful. And so I’ll send a message. I send a message out to my CTO today, and I’m like, hey, this is an opportunity for us to do A, B, and C. And I told him, look, look, hey, I’m nothing was wrong here. Just use it for useful. And that is something I find myself doing a lot more of now, where I don’t want to get too overly involved, because just by virtue of me having a question about it, it creates stress in the organization.

Joey Kline: Sure. Good to see you. Yeah.

Krish Chopra: And that’s a pro that’s hard to adjust.

Joey Kline: I get that, but I think being look at it’s never fully going to go away. Right. But being cognizant of it and being present and understanding I don’t know probably half the battle.

Krish Chopra: Hopefully I hope.

Joey Kline: So.

Krish Chopra: Well, we’ll find out a couple of years with the scoreboard. Unfortunately for us, runs in, uh. Uh, it is a lagging indicator. Yeah, yeah. And so we’ll see. We’ll see how this plays out.

Joey Kline: Um, I’d love to learn more about your experience with Venture Atlanta because that is, you know, again, we look, we we criticized or at least commented, um, uh, openly and bluntly on the fundraising scene in Atlanta Venture Atlanta seems like it has just been an unmatched success in a city of ours that, um, you know, punches above its waist class and talent probably punches below its weight, class and access to funding. And so I’d be curious just. I mean, tell me about how you got involved, what you think of it, what’s what it’s meant to the company.

Krish Chopra: So it’s funny you’re saying this because we actually did. I actually recently wrote an article for them, kind of post the series A because I wanted to give them the I wanted people to see the success story of a normal series, a company. Yeah. You know, like, I’m not of the opinion we’re doing anything super special. We have a great business, we have great people on our team. We’re doing something very cool, but we are one of thousands of companies doing this every day right now. Right. These startup companies that are getting scale and so Venture Atlanta meant a lot to us because I was very I was I don’t want to say invisible. I felt the company and I were invisible to the, uh, to the investment market. Mm. Um. Eh. Because you have. We haven’t raised so people didn’t know about us. And then B, we’re in this weird niche, which is. Are we in healthcare? We in edtech? Are we in healthcare tech? Okay. Wait. Nurse practitioners. What do they do? I went to a room of investors in Atlanta. You had 20 partners of different firms and maybe maybe 15. And I went up, down in this kind of front of this room and I asked everyone like, hey, so who here knows what a nurse practitioner does? Two out of 15 or 18 people raise their hand. That is what you have here. Now, I have asked that same question to a group in, um, in Chicago. And guess what? 15 out of 15 raised their hand. And so you think that that was a frustrating experience for me. And so Venture Atlanta helped us get out to market and share the story of what we’re doing. It also because we were selected as a as a presenter, that obviously helps the most as a growth stage company. Yeah. And so being a presenter there, they they help coach you on how to pitch in this three minute format, which is a incredibly short format. But you do figure out how to distill down your ideas quickly. And so that was very helpful.

Joey Kline: Save healthcare. What else is.

Krish Chopra: There? Save healthcare. This is how we’re doing it. This is why it matters. These are why nurse practitioners are okay.

Joey Kline: I’m going to be vulnerable here and hopefully, um, answer the questions for some listening. Can you describe the difference between a nurse practitioner and a physician’s assistant specifically?

Krish Chopra: Um, I can do my best. So nurse practitioner physician assistants overlap in a lot of in a lot of ways. Um, and many times when employers are hiring, they’ll hire an NP or interchangeably. Nurses are advanced nurse practitioners or advanced practice nurses. So they’re nurses usually have worked for a couple of years. Think of the MBA type of format. Right. They’ve worked. Um, and they go back to school. They’re going back to school while they’re working full time.

Joey Kline: Okay. So nurse is different from nurse practitioner. Yeah. The practitioner is again the the MBA of the traditional.

Krish Chopra: It is the graduate. Yeah. Advanced practice version of the nurse. And so the nurse. You know, we’ve all heard the horror stories. Nurses are working in the hospital, especially during Covid. They hated working there. They went back to school in droves. They go back to school for two years, usually three years sometimes. And they become a nurse practitioner, nurse nurses on average. They are generally the providers of care, but they are not providing the instruction of care. They are receiving the instruction. They are, they are providing it. Nurse practitioners are giving the orders. I see okay, very similar to the physician model there. The difference is nurses are trained in the nursing methodology. Physician assistants are trained in the physician methodology. And that is just a different way of it is like two ways of skinning a cat, two ways of is that like saying two ways getting a cat?

Joey Kline: Yeah. I mean, that’s that’s the saying I don’t really understand where skinning a cat came from. But yes, that’s the that’s that is the idea. If you think about it.

Krish Chopra: But there’s multiple ways to get to the same end goal, right? Sure. And then there’s a nursing model and there’s a health care model. I would be remiss I would be inaccurate if I’m telling you exactly what the difference is there.

Joey Kline: But that’s that’s.

Krish Chopra: Helpful. At a high level, I believe. Nurse practitioners come from a more empathetic approach to come with a more of a they need more time with the patient. They like to educate and bring the patient along. The assistants are more than the medical model.

Joey Kline: I think what was what was the most helpful, at least for me, there was the differentiation between the nurse and the nurse practitioner. One is essentially the follower of orders. The other is the more highly educated, more specialized giver of orders.

Krish Chopra: Correct. And you have the same specialization with nurse practitioners that any other provider has, right? So you have psych mental health nurse practitioners. You have family nurse practitioners, you have acute care nurse practitioners. You have, um, you know, down the gamut, uh, women’s health nurse practitioners, pediatric nurse practitioners, Similarly styled. And so you have all of that specialization that occurs is just occurring under the nursing model of education. Do you.

Joey Kline: Okay. Obviously, you are extraordinarily entrenched in the health care world right now. Okay. And part of that, I imagine, is because you have a passion for it. Part of it is because you have happened upon this product that, um, is being well received in that world. Do you think that you will? It’s kind of a ridiculous question to ask an entrepreneur, I understand, but like, do you think you’re always going to be in healthcare? No. No. Okay.

Krish Chopra: Straight.

Joey Kline: No, no.

Krish Chopra: Okay. Nurses remind me a lot of teachers. Yeah, right. They are overworked, underpaid, underappreciated market. That is what gravitated me to nurse practitioners. Um, that that notion of underappreciated, overworked. Overlooked. That is what I gravitate towards. And I cannot tell you why that is. The joke I make is, you know, I grew up in Mets fan and you all know how the Mets suck. And so like, that’s like, you know, the underdogs.

Joey Kline: That’s a good line.

Krish Chopra: I like that, you know. But like, I can’t tell you exactly why why I gravitate towards it. But that’s what I do. And so um, any opportunity where it exists, that scenario exists where we’re overlooking a population group. I think there’s a lot of opportunity in business there to, to to do good work. Right. Because I’m not the type where I’ve never. I’ve never been obsessed about the money or the return on investment or the exit number. I’ve been obsessive. Is this work? Is this work I’m doing? Does it matter? Are we doing something that actually makes the difference?

Joey Kline: Well, look, you and I kind of talked about this. It’s like we have precious few years on this earth. We have even fewer precious few, um, productive and healthy years.

Krish Chopra: And good.

Joey Kline: Point. If you have the ability to really do something that means something to you. Then grab it.

Krish Chopra: Agreed. And I think that hopefully everything we’re doing at NP hub continues to go well. And then it gives me the opportunity to go do it again with less focus around the business model. Yeah, right. Because when I started NP hub, if we didn’t do well, I didn’t.

Joey Kline: You know, I didn’t.

Krish Chopra: Like yeah, I didn’t eat and I didn’t come from a well-to-do family. It was literally my money or no money. If that makes sense. And so, um, you know, and, and a 100% if there’s an opportunity to do this again down the line at the moment and I will carry out. I’m 35, uh, without kids right now. Yeah. Um, I want to do it one more time.

Joey Kline: I hear that.

Krish Chopra: One. Yeah.

Joey Kline: Yeah. Um, I think it’s hard to hear about these people that are like. I just want to get to this number and, like, my mid 40s and then retired. I’m like. And do what?

Krish Chopra: I made that joke. Look. I’m guilty. I’ve been making that joke lately. Mike, what are you gonna do after. If I said I’m retiring, I’m done.

Joey Kline: Um, did I just describe you?

Krish Chopra: You know, you literally just did. Yeah. And, you know, it’s funny. My my wife literally rolled her eyes. The hardest I’ve ever seen. Whenever I say the statement because she’s like, okay, after a year, what are you gonna do? Like, like I love, I love the I love the grind. I love the chaos. Yeah I do I, I might not I’m not openly admit it, but I love it.

Joey Kline: I’m not saying like you work just because that’s what you’re supposed to do. Right. But just to then, I don’t know, like go play golf and have lunch and not use your mind. I don’t know, dude.

Krish Chopra: I know, I mean, it’s the same thing. Don’t you hear? There’s some stat. I’m probably butchering this one, but there’s a stat out there where you are. You know what happens to people that end up retiring? Um, and within a few years, it’s like they deteriorate further.

Joey Kline: Yes. Yeah. I don’t know what the number is, but I know what you’re talking about.

Krish Chopra: That is going. That happens, I think, at any point of view. Like if I, if I take a break for five years. I do believe I will get worse. Yeah. Maybe it’s, you know, absurd. But that’s that’s what I think.

Joey Kline: Um. All right. So for for those listening out there who, uh, either want to be part of the mission to save health healthcare or want to learn more about your product and services, how do they find you?

Krish Chopra: Well, they go to NPB.com, NPB.com.

Joey Kline: And Krish. Your first name starts with a K. Your last name starts with a C if you want to look him up online. Chris, thank you very much for coming here and sharing your story. Really appreciate.

Krish Chopra: It. Thank you so much. It was so much fun.

Joey Kline: Sure thing.

 

Tagged With: NPHub

How Hemophilia of Georgia Transforms Lives Through Innovation, Care, and Community, with Vic McCarty

May 22, 2025 by John Ray

Good2Give Podcast
Good2Give Podcast
How Hemophilia of Georgia Transforms Lives Through Innovation, Care, and Community, with Vic McCarty
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How Hemophilia of Georgia Transforms Lives Through Innovation, Care, and Community, with Vic McCarty, on the Good2Give podcast

How Hemophilia of Georgia Transforms Lives Through Innovation, Care, and Community, with Vic McCarty (Good2Give Podcast, Episode 16)

In this episode of the Good2Give podcast, hosts Maria Walden and DePriest Waddy sit down with Vic McCarty, Chief Community Engagement Officer at Hemophilia of Georgia (HoG), to explore how this remarkable nonprofit is redefining comprehensive care for individuals with inherited bleeding disorders. From groundbreaking research and global outreach to scholarships and summer camps for youth, Vic shares the powerful ways HoG supports more than 2,200 patients across Georgia.

Hear how HoG’s partnership with the Community Foundation for Northeast Georgia amplifies their impact and why Georgia is one of the best places in the country to live with hemophilia. Vic’s passion, humor, and wealth of insight make the episode an inspiring conversation about mission-driven innovation, strategic fundraising, and holistic care, from birth to adulthood.

The Good2Give Podcast is presented by the Community Foundation for Northeast Georgia. The show is produced by John Ray and North Fulton Business Radio, LLC, an affiliate of Business RadioX®. You can find the full archive of shows by following this link.

Key Takeaways from this Episode

  • Wraparound Care from Birth to Adulthood: Hemophilia of Georgia provides comprehensive support—including medical, social, and emotional services—for patients throughout their entire lives.
  • More Than Medical: Through youth leadership camps, educational scholarships, and a focus on mental health, HoG addresses the full spectrum of living with a bleeding disorder.
  • Strategic Partnerships Matter: Vic highlights why HoG chose to partner with the Community Foundation for Northeast Georgia and how this collaboration is expanding their donor reach and mission capacity.
  • Global and Local Impact: HoG’s “twinning” initiative helps develop care infrastructure in underserved countries, while maintaining Georgia as a national model of care.
  • Education is Power: Most people don’t understand bleeding disorders or the difference between HoG and more visible organizations like the Red Cross. Raising awareness is essential—and personal stories help.

Topics Discussed in this Episode

00:00 Introduction to the Good2Give Podcast
00:19 Meet the Hosts and Vic McCarty
00:46 Vic McCarthy’s Role and Impact
01:41 Partnership with the Community Foundation
04:12 Hemophilia of Georgia’s Mission and Programs
06:01 Research, Scholarships, and Global Aid
13:58 Understanding Hemophilia and Von Willebrand Disease
16:04 Summer Camp and Volunteer Opportunities
20:14 Navigating Life with Hemophilia
21:08 Introduction to Hemophilia Care
21:53 Comprehensive Support Services
22:34 Insurance and Financial Assistance
24:37 Personal Stories and Experiences
27:28 Detection and Diagnosis
31:05 Lifestyle and Holistic Approaches
33:39 Mental Health and Emotional Support
35:54 Scholarships and Career Support
37:53 Final Thoughts and Contact Information

Hemophilia of Georgia

Hemophilia of Georgia (HoG) is a nationally and internationally recognized nonprofit organization that provides programs and support services for people with hemophilia, von Willebrand Disease, and other bleeding disorders. HoG is the only agency of its kind in the state and is dedicated to enhancing the health and wellness of the bleeding disorder community by providing excellence in comprehensive health care, education, advocacy, and the support of research to transform lives.

Since 1973, Hemophilia of Georgia has been providing blood-clotting medications, home infusion training, educational programs, and clinical services. The Georgia General Assembly has honored Hemophilia of Georgia (HoG) every year for the exceptional work that the organization and its staff have done in serving the community of people with bleeding disorders over the past ten years. Dedicated to their mission, the people at Hemophilia of Georgia know it takes more than medicine to support the bleeding disorder community.

HoG works to enhance health care and quality of life while actively pursuing a cure through research funding. Hemophilia of Georgia looks forward to the day when we live in a world where people live free from bleeding disorders.

  • HoG is a trusted resource for medical providers and offers rewarding opportunities for volunteers and donors.
  • HoG’s nonprofit pharmacy provides convenient home delivery of clotting factor and other medications at competitive prices.
  • HoG is guided by a volunteer Board of Directors that includes individuals who have a bleeding disorder.
  • For 50 years, Hemophilia of Georgia has provided a wide range of programs and services, including blood clotting products, home infusion training, education, and activities for people who have hemophilia and other bleeding disorders.

Hemophilia of Georgia exists so that people affected by bleeding disorders live as normally and productively as possible.

Website | LinkedIn | Facebook | Instagram | X (Twitter)

Vic McCarty, Hemophilia of Georgia

Vic McCarty, Hemophilia of Georgia
Vic McCarty, Hemophilia of Georgia

Vic McCarty currently serves as Chief Community Engagement Officer at Hemophilia of Georgia.

Since 2000, Vic has been involved in nonprofit organizations and fundraising, where he has been creating and improving signature events, managing budgets and timelines, and working closely with planning committees and volunteers. Vic is responsible for creating the Trot to Clot Walk event for Hemophilia of Georgia.

Vic also has a strong background in strategic and visionary planning, engaging community stakeholders, securing charitable support from corporations, and providing training for event committees and volunteers. He has worked with business executives, community leaders, college students, and internal staff on creating and implementing signature events as well as developing vision plans and timelines for signature events. Vic has worked with several nonprofit youth organizations, serving as both a volunteer and staff member.

Vic resides in Marietta with his wife, Shanie, and two kids. He enjoys traveling, cooking, spending time with family and friends, and volunteering with the Georgia 4-H Foundation.

LinkedIn

About the Good2Give Podcast

The Good2Give Podcast celebrates the work of donors, nonprofits, and the causes they care about. DePriest Waddy and Maria Walden are the show’s hosts, and the Community Foundation for Northeast Georgia is the presenting sponsor.

The Good2Give Podcast is produced by John Ray and North Fulton Business Radio, LLC, an affiliate of Business RadioX®. You can find the full archive of shows by following this link. You can also find the show on all the major podcast apps, including Apple Podcasts, Spotify, and many others.

Community Foundation of Northeast Georgia

At the Community Foundation for Northeast Georgia, everything they do centers around one purpose: improving the world through the power of philanthropy.

On a fundamental level, they do that through managing funds held in trust, donated by individuals, organizations, and businesses. Most funds are donor-advised funds, similar to savings accounts. These funds are pooled for investment purposes, and their income is used to make grants for a wide variety of charitable purposes.

But the Foundation’s goals extend far beyond managing funds. They desire to strengthen the communities they serve in Gwinnett, Northeast Georgia, and beyond by providing leadership, addressing community needs, and assisting individuals and organizations with their charitable giving.

Connect with CFNEG:
Website | Facebook | LinkedIn | Twitter | Instagram

Tagged With: bleeding disorders, cfneg, DePriest Waddy, hemophilia, hemophilia of georgia, Maria Walden, Nonprofit, The Community Foundation for Northeast Georgia, Vic McCarty

The Art of Customer Care: Why Empathy Matters in Business Success

April 16, 2025 by angishields

CBRX-41525-Feature
Cherokee Business Radio
The Art of Customer Care: Why Empathy Matters in Business Success
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Brought to you by Diesel David and Main Street Warriors

CherokeeSponsorImageDieselDavidMSW

In this episode of Cherokee Business Radio, Joshua Kornitsky interviews John Daniels III, Craig Reidy and Charlie Darrien. John discusses the importance of educating clients about Medicare and life insurance, emphasizing empathy and community involvement. Craig shares the history and culture of his family-owned plumbing business, focusing on employee development and exceptional customer service. Charlie offers insights into her entrepreneurial journey, highlighting the challenges and rewards of starting a business in the community. All three guests share their commitment to their professions and communities, offering valuable insights into the significance of education, empathy, and personal relationships in building successful businesses.

John-Daniels-hsJohn Daniels III is a life-long resident of the greater Atlanta area, raised by John Jr. and Vera Moton Daniels alongside two siblings.

A 1993 graduate of Alonzo A. Crim High School, John briefly attended Georgia Perimeter College before proudly serving in the U.S. Army, where he was stationed at Fort Knox, Kentucky, and served as the driver for the Base Commander during his three-year enlistment. John’s professional path spans decades in customer service, sales, and marketing.

He began his career in the fashion and retail industry, working as a department manager and personal stylist with Nordstrom, Saks Fifth Avenue, and Neiman Marcus. He later spent over a decade in automotive sales with Toyota Roswell and Jim Ellis Volkswagen before transitioning into the insurance industry.

Since 2017, he has served as a Senior Marketing Analyst for Medicare Life Insurance, bringing a people-first mindset to helping seniors and families navigate complex insurance decisions. While John entered the insurance world believing it was about selling a product, he quickly discovered that true impact comes from building relationships — particularly with seniors and their families.

That realization led him to deepen his investment in the Bartow County community, where he has become a passionate advocate and servant leader. John credits his transformation into a civic leader to the guidance and support of Dr. Lance Barry, Jennifer Williams of United Way of Bartow County, and his fellow Rotarians at the Rotary Club of Bartow County, who have all helped shape his vision of purpose-driven leadership.

John proudly serves in the following roles: Board Member, United Way of Bartow County Board Member, Salvation Army of Cartersville Weekly Mentor, at-need students at Allatoona Elementary Club Program Chair, Rotary Club of Bartow County Assistant Secretary, New Frontier of Bartow County — a Black male civic organization promoting civil rights in the region Member, Mt. Zion Missionary Baptist Church Mason, Masonic Lodge #6 Committee Member, Cartersville-Bartow Chamber of Commerce’s Leadership Bartow Program Graduate, Leadership Bartow Class of 2025

Whether he’s mentoring youth, organizing community programs, or advocating for underserved populations, John leads with integrity, compassion, and commitment. Known for his warm demeanor and deep sense of connection, he continues to build bridges between people, policy, and purpose — always with a smile.

Tom-Kris-plumbing-logo

Craig-Reidy-hsCraig Reidy is one of the owners of Tom Kris and Sons Plumbing.

Craig is a master licensed plumber and has been on job sites since he was just six years old. He takes pride in excellent customer service, job quality and mentoring our team in to becoming contributing members of our community.

Craig is married to Maggie, and they have two daughters. In his off time, he enjoys rock crawling and spending quality time with his family.

Follow Tom Kris and Sons Plumbing on Facebook and Instagram.

Charlie-Darrien-hsCharlie Darrien is a devoted mother, esteemed entrepreneur, and owner of the multimillion-dollar business of her namesake “Charlie’s Angels Movers” which she built from the ground up. Charlies-Angels-logo

Aside from her success in business for over 10 years, she is a pillar of the Acworth community and is well-known for her kind and charitable nature.

Her commitment to people and ability to create opportunities for those around her are just a few of the many admirable traits she possesses.

Follow Charlie’s Angels Movers on Facebook.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

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

Joshua Kornitsky: Welcome to another exciting episode of Cherokee Business Radio. I’m your host, professional EOS implementer Joshua Kornitsky, and I’m here today with my guests, John Daniels, a Medicare liaison and life insurance, uh, representative in Georgia. I’m here with Craig Reidy, owner of Tom, Kris and Sons Plumbing, and we’ll be joined by Charlie Darrien, CEO of Charlie’s Angels Movers. Thank you for being here. I think you’ll find an interesting and exciting show today. So let’s go right off the bat, John, I’m going to start with you. Again, this is John Daniels. John is a Georgia liaison for Medicare and life insurance. Tell me what you do to help people, John.

John Daniels: So what I do, I sit down with the individual, explain them about life insurance and Medicare. For example, some people I talk to, I’m talking to their children about the Medicare concerns, because a lot of times the seniors are protected by their kids. So most times I sit down with the kids and explain to them why I’m there. What’s my purpose and what we’re trying to get accomplished to protect their mom and father with their Medicare concerns.

Joshua Kornitsky: So Medicare and life insurance? Yes, sir. Okay. So I know when we were talking earlier, you had said to me that that when it comes to life insurance, a lot of people have questions around understanding. You know what I think life insurance is versus what you know, life insurance is. What’s the biggest question people ask you?

John Daniels: How much is going to cost? And how can I get a certain amount of coverage for a little of nothing?

Joshua Kornitsky: So what are you. Tell them.

John Daniels: I tell them that doesn’t exist because everything’s going to be based off your height, your weight, and basically your health. So being truthfully honest, low cost life insurance does not exist.

Joshua Kornitsky: Okay. What about from a coverage perspective? Are you able to help customize? Yes. Everything that they’re looking for.

John Daniels: Yes you can.

Joshua Kornitsky: Okay. Well, I know that you have been very active in Bartow County. John and I actually met John is a recent graduate of of the Leadership Bartow program in, in the Bartow Cartersville Chamber of Commerce. Um, what are some of the other things you do in in the ways that you connect with folks?

John Daniels: Well, um, being a graduate of leadership at Bartow has allowed me to network with you. Um, other people in the community and speak at different, um, engagements in Bartow for, um, senior facilities. Um, Cindy Williams has been a big inspiration for allowing me to be a part of the community by being at different functions, meeting a lot of different seniors. Um, being a part of rotary have a lot of great people that allow me to talk at different engagements as far as like, um, um, say, um, Georgia Highlands College, um, at certain churches and certain venues in the community. So that has been a big plus.

Joshua Kornitsky: So you really are pretty active in the community, because I know you said that you’re, uh, on the board of the Salvation Army and the United Way.

John Daniels: Yes, sir.

Joshua Kornitsky: Um, as well as a Rotarian, as you mentioned earlier, when you’re in and involved in those different events, are you a real aggressive salesperson or are you out there trying to say, hey, what are your needs? How do you how do you engage with folks?

John Daniels: Well, I can honestly tell you, I don’t believe in selling people. I believe in educating people because some people are already sold themselves on how you treat them. If you treat them nice, they’ll listen. If you treat them bad, they already turn their ears off to you.

Joshua Kornitsky: Okay, so it’s about building the relationship.

John Daniels: Yes it is.

Joshua Kornitsky: So that sounds like that’s something that you must have a lot of practice at over time.

John Daniels: Yes. My mom taught me that very well. You know, you always be polite, kind and interact and you know when to speak, when you ask a question and when you know to be quiet, when people tell you to stop talking.

Joshua Kornitsky: Fair enough. So it sounds like you must have had a pretty solid upbringing.

John Daniels: You did.

Joshua Kornitsky: You did tell us, where are you from originally?

John Daniels: Originally from Atlanta, southeast Atlanta. Um, attended Alonzo Crim High School and went to Georgia State for a while and then dropped out.

Joshua Kornitsky: So. Okay. Um, and the the time from when you were growing up exposed to, let’s say, a diverse community?

John Daniels: Yes, yes. Um, came, um, when I graduated high school, 93. The Olympics was coming. So you saw a lot of diversity coming in Atlanta. Then I went in the military and saw a lot of diversity. So being in sales was just normal because you had to interact with all types of people, but you had to be kind and patient because most people you interact with may have a question or two, and you had to be able to articulate what you’re trying to tell them about yourself.

Joshua Kornitsky: Well, first, thank you for your service.

John Daniels: Hey.

Joshua Kornitsky: Thank you. Uh, we appreciate it very much. And and based on that piece of information, I presume that you’ve learned how to talk to just about everybody.

John Daniels: I guess so.

Joshua Kornitsky: So when you’re engaging with folks, has that training helped you?

John Daniels: Tremendously. Tremendously.

Joshua Kornitsky: In what ways?

John Daniels: Um, well, believe it or not, I can honestly tell you it has helped me listen more and talk less. Because most times when people talk to you, they want to tell you what they’re going through. And we are human. We have a lot of things going in our life repeatedly, but a lot of times people don’t want to listen because we just want to get it over with. But in my line of work, you got to be a listener instead of a talker.

Joshua Kornitsky: Okay, so on that very front, you going back to to how you spend most of your days when you’re not involved in the community. Uh, on the Medicare side of things, I imagine you had intimated that you speak a lot with the the children of seniors, but I’m sure you spend a fair amount of time talking with seniors, so you’ve got to be a pretty patient listener.

John Daniels: You do.

Joshua Kornitsky: Um, so let’s talk a little bit about Medicare because believe it or not, I don’t think everybody understands what it takes to qualify for Medicare and what that really means. Can you help us understand that a little?

John Daniels: Yes. Um, basically, a person looking at Medicare may have to be disabled. Would they have to get SSDI or they may be on dialysis?

Joshua Kornitsky: What is SSDI, SSDI?

John Daniels: Ssdi is Social Security supplemental income.

Joshua Kornitsky: Okay.

John Daniels: Through disability, which you have to be qualified for 25 months through government that you are disabled or you may be on dialysis, which is a form of form of dealing with diabetes.

Joshua Kornitsky: Okay. But that’s something that they’ve got to accomplish before they come talk to you.

John Daniels: Yes, sir.

Joshua Kornitsky: Okay. And how do they go about doing that?

John Daniels: Basically go by, go see doctor, discuss their options. Or they may say, hey, I’m going through some complications with my diabetes, and the doctor may give him a prognosis or a diagnosis of you may be taking dialysis or they may have a bad injury that happened on a place of work or through time of life, and they may have to go before court to justify that they are disabled and they cannot work anymore.

Joshua Kornitsky: Okay, but just to clarify, that’s sort of guidance from from 1000ft up, because that’s not the the part of the universe that you’re able to help them in.

John Daniels: Exactly.

Joshua Kornitsky: Where you help them is, is in finding the coverage they need. So what types of options are out there? Sure.

John Daniels: You have. Um, well, you have a Medicare supplements, which.

Joshua Kornitsky: Are those.

John Daniels: Supplements are plans that you can purchase through a Medicare advocate or Medicare salesman, which is allow a person to get coverage for themselves with a low premium payment for that plan. But it covers certain parts of the policy, which is your doctor visits. Maybe you’re going to emergency, um, procedures, um, maybe getting some things done that you want to get covered without paying a substantial amount of monies out of your pocket. So that’s why a lot of people go to supplement. Where the Medicare Advantage allows you to have additional coverage before your dental, your vision and hearing. And probably a Medicare Part D included in that plan, which a person can get that coverage for, probably low cost out of pocket or maybe zero cost out of pocket.

Joshua Kornitsky: Oh, wonderful. So do you. Do you tell them which one to buy, or how do you arrive at a at the right conclusion for them?

John Daniels: Well, Josh well you can’t tell people what to buy. You got to you got to explain to them the difference and they have to decide, okay.

Joshua Kornitsky: So you just kind of shine a light onto the the different aspects of it to help them understand what it is. And then then they’re able to make an informed decision.

John Daniels: Yes, sir. Um, because typically people have different lifestyles and people have different choices in mind. So okay, you want to kind of give them that reassurance that their decision is the best decision for them.

Joshua Kornitsky: Okay. Well, and that brings me around to another question, because thinking about life insurance. Right, sir? I’m sure people are thrilled to discuss that.

John Daniels: Oh, yes, they’ll be flying off the hinges for that.

Joshua Kornitsky: So, you know, what is it about life insurance that nobody likes to talk about?

John Daniels: No one likes to talk about death.

Joshua Kornitsky: Wait. You have to die to collect.

John Daniels: Yes.

Joshua Kornitsky: Okay, so how do you handle that?

John Daniels: Um, typically, you just want to just sit there and listen to people because everybody has something that’s very close to their heart. And people want to talk about what’s important to their heart. And being an agent, you just really just try to talk to them and guide them through the process because, you know, one day you’re not going to be here and you want your family to be well taken care of, but you want someone you can trust to help your family through that process.

Joshua Kornitsky: Sounds like you lead with a lot of empathy.

John Daniels: That’s all you can do.

Joshua Kornitsky: Well that’s amazing. So when we talk about empathy, it makes me think about something else you discussed. And I want to ask you about from from what you shared with me, you spend a fair amount of time in, in mentoring programs. Yes, sir. Can you talk to us a little bit about what you do there?

John Daniels: Sure. Um, I deal with a lot of fifth graders at Altoona Elementary and at Altoona Elementary. It’s a community that has a big financial struggle. And a lot of the students there are very intelligent and very great kids, but they have a lot of anger. Okay. And I spend a lot of time with these young men and talk to them about confidence, um, how to be confident where they are and be passionate to share it with others because anger doesn’t allow you opportunity to destroy your opportunities. So I talked to a lot of men about anger and frustration because, you know, we have a lot of social media out here that promotes a lot of great things in kids, but a lot of kids get confused with short term goals and getting frustrated with long term goals. And I try to show them it’s more to life than trying to get things overnight.

Joshua Kornitsky: Okay. Well, that’s pretty incredible work. How did you get into that? That line of of I guess we mentoring, coaching, helping. How did you get there?

John Daniels: Well, young man named Joshua took me under his wings.

Joshua Kornitsky: Not not me. For clarity. For clarity.

John Daniels: Well, um, I got into it. Um, believe it or not, by just being a part of Bartow County community. Um, okay. Bartow is a very great community, and they see something in you, they’ll grab on to you and they will not let you go. So a lot of people talk to me highly and told me I should be getting involved in mentoring.

Joshua Kornitsky: Well, I’m glad you have and you clearly are making a difference. And all of this is really a nice way of kind of building the use case to say that John really goes out of his way to engage at every end of the spectrum, and that’s really where the trust is built from. So I know that you’re involved with a great number of different, uh, community activities you had shared with me, I think. Is there a golf tournament coming up?

John Daniels: Yes. Um, on May the 5th, we’re going to have it at the, um, Country Club of Cartersville. We will have that for a United Way. And recognizing Rick Mason, he was a person, a part of the United Way.

Joshua Kornitsky: Okay.

John Daniels: And he passed away some years ago. So they built this in the form of him. So we have that on the 5th of May.

Joshua Kornitsky: All right.

John Daniels: And we have a clay shooting.

Joshua Kornitsky: That was the next one I was going to ask you about.

John Daniels: Yeah. We have a clay shooting on May the 9th. And, uh, one of our good friends, um, Steven Powell, passed away in a plane crash last month, so we’re going to recognize him there.

Joshua Kornitsky: Oh, goodness. I’m sorry for that loss. Um. Well, great. So you’ve got a couple of different events coming up to honor some incredible folks. And let me ask you this, because I try to always come to a close with a question that makes people think a little bit. Um, you know, what’s one mistake you made that helped shape who you are that got you to got you to where you are today?

John Daniels: I would say being disobedient to my mom and father.

Joshua Kornitsky: That was the mistake you made?

John Daniels: Yes.

Joshua Kornitsky: And what did you learn?

John Daniels: I learned how to go back and apologize because they still around. Um, because I look at a lot of people, like, I deal with a lot of seniors. A lot of people don’t have their children, and a lot of kids, as I mentor, make a lot of mistakes, and then they regret them. They get older. So I’m glad I still have my mom. I’m glad I’m out here helping young men and young ladies to be better people in the community.

Joshua Kornitsky: That’s incredible. John, thank you for sharing your story. Now, if somebody wants to get a hold of you, we’ll have all that information on our website. But what’s the best way to reach you?

John Daniels: You can reach me at my cell phone number, which is (470) 309-3106. Um, or you can reach me on my email address is Wesley Daniels 74 at gmail.com.

Joshua Kornitsky: Wonderful. Well, thank you again, John Daniels George. Liaison for Medicare and life insurance. We’ll have all John’s information posted. Uh, as soon as the podcast goes live, you’ll have it there to grab. Thank you again, John. And from there, let’s switch over to Craig Reidy. Craig, thank you for being here. Craig Reidy is the owner, along with his brother of Tom Kris and Sons Plumbing. Welcome. Good morning.

Craig Reidy : Good morning. Thank you for having me.

Joshua Kornitsky: Thank you for being here. So what can you tell us about Tom Kris and Sons Plumbing?

Craig Reidy : Uh, we are a family owned and operated plumbing company that operates out of Acworth, Georgia. We’ve been in business for 25 years now. We are residential service and remodel plumbing company, and we do a little bit of commercial service and remodel as well.

Joshua Kornitsky: So I have one burning question that I came here with today. All right. Who’s Tom cruise?

Craig Reidy : Uh, so yeah, it’s not one person. Uh, Tom is our father. Tom Reedy. Okay. And Chris is Christy. Christy Reedy, our mother. So, uh, it started out as TC plumbing. Uh, many years ago when my dad went to file for an LLC, there was already a TC plumbing in existence, and he came up with Tom. Chris thought it rolled off better than Tom Christie. Okay. And people have wondered who who that person is ever since.

Joshua Kornitsky: That’s a wonderful story and and establishes you firmly as a family business. And I imagine it’s probably the question you get asked the most pretty often.

Craig Reidy : How. Yeah. How does a reedy come to own Tom Chris plumbing. So.

Joshua Kornitsky: Well just let them know. That’s a great story. It makes people feel real warm to know. Um, so when you and I had the opportunity to kind of talk ahead of time, we talked about something that sort of surprised me, right? Because you think of of a plumber and the plumbing industry is as the trades being a pretty hard working, pretty down in the dirt every day kind of job. And while that may be true, that’s not what really sets you guys apart. You said what sets you apart is your culture. So can you tell me a little bit about that? Because that’s really an incredible thing for a plumber to say.

Craig Reidy : Uh, yeah. Actually, uh, a lot of alignment with what John’s mentality is. Um, and it’s great to hear all the things you’re doing for the, you know, full spectrum of making folks better. Um, we’ve developed a passion for developing our guys into to being great men in the community. Um, and just have learned that if we want to impact the world in a positive way, then our plumbing company is the vehicle that we’re going to be able to do that. Um, and if we’re building and developing good men and women, then they’re going to provide great customer service. And the plumbing reputation and name is going to grow. Uh, so start with taking care of them and, and they’ll take care of our customers.

Joshua Kornitsky: That’s a great outlook and a fantastic mindset. So you had said that it was your dad that that started the business. Your dad and mom started the business. Um, were you in it right from the start? When did. When did you become part of the equation?

Craig Reidy : Um, so you have to go back. The business started in 2000, but my dad’s plumbing career started in, uh, in the 80s. And, uh, once he turned out he was a union plumber for 18 years. Wow. Um, and through that time, he was developing a side business and kind of growing that and working extremely hard to better themselves and and move ahead in life. And, uh, if you wanted to spend time with dad. You went to work with them on the weekends. Uh, or in high school. We would work in the summertimes with them. And so I’ve been around it since I was a little kid. Um, I say, you know, started on jobs when I was six. Uh, I was a gofer and a parks runner and just, uh, trying to stay awake. Um, back in those days and officially joined the business as a, you know, contributing plumber in 2012. Uh, and got my journeyman license in 2013.

Joshua Kornitsky: Oh, wow. Okay. So you actually have been in it for quite a while now?

Craig Reidy : Uh.

Joshua Kornitsky: Yes, sir. And and the perspective that you bring to that is, is the, the outlook of experience. Does does does that factor in very much in in what your what the what the group is doing on a daily basis. How much how much of your plumbing skill comes in versus your leadership skills?

Craig Reidy : Um, I would say it’s, uh, we’ve moved to more leadership skills than anything. I still have to offer quite a bit of support for challenges on jobs. I do all the estimating. Um, not in the van quite as much as I used to be. And so yeah, it’s it’s leading the, the business and the strategic, uh, goals and things like that. Um, but the experience of being an employee working for my dad is what’s, uh, been so valuable to help create our company culture and, uh, kind of the employee experience that we’re offering to our guys now because I’ve been in their shoes.

Joshua Kornitsky: Sure. Yeah. You got to walk a mile in them before you can tell them where they should step and how they should step. So that’s a that’s a fantastic foundation. Now, going back to the business itself, you had said that that you do a fair amount of remodeling work as well.

Craig Reidy : Yes, sir. Um, so if you’ve got, uh, your master bathroom, you’re looking to move the fixtures around, do a simple, uh, reface, which we just do the plumbing component. Uh, we do work with homeowners? Primarily. The remodel stuff is with contractors. Okay. Um, and then kitchens will finish basement bathrooms and things of that nature. Um, but we also do, you know, full service. So anything from the curb to the faucet, we can service or replace or relocate whatever it is that you have in your imagination.

Joshua Kornitsky: Okay. And you help the customer sort of understand what they need versus, uh, it’s been said occasionally customers may have unrealistic expectations. And it’s not about expectations. It’s about the way they want something to be versus the way it technically can be. Do you help them bridge that gap?

Craig Reidy : We do. And, uh, we have as far as the remodeling goes, we’ve kind of set ourselves apart in saying that you can’t always or saying no is not really an option. Um, you know, you can you can find a solution. It’s just, uh, how much do you want to pay? Um, but as far as our service goes, we take the same approach as as John had mentioned earlier, and it’s just to educate the customer of what the situation is, what their options are to move forward, and letting them make a decision of what’s going to suit their financial needs and and what their capabilities are.

Joshua Kornitsky: Okay. So it’s really a holistic approach where you’re kind of trying to take in all the information before you make a recommendation, but helping them stay on track.

Craig Reidy : Yep.

Joshua Kornitsky: Well, that’s pretty impressive. So where do most of your customers come from?

Craig Reidy : Um, it really tends to be word of mouth. And, uh, we get quite a bit of traction through Google. Um, it’s shifted in the last 5 or 6 years as we’ve made a push to, to grow our presence on Google, thankfully. Uh, we do good work. And, um, we’re sitting just over 755 star reviews. Wow. And so we see a lot of customers coming in that way, but it’s primarily word of mouth referrals. Um, we we do very, very little advertising or traditional advertising.

Joshua Kornitsky: Okay. Well, and obviously with 755 star reviews, you’re the words getting out there. So how big of an area does do you do you cover. Do you service with your with your technicians?

Craig Reidy : Yeah. So, uh, right now we’ve got a 20 mile service radius, and that’s a little unique in the plumbing industry. Uh, most of the time you go where the jobs are.

Joshua Kornitsky: Sure. So why only 20 miles?

Craig Reidy : Um, it just ends up, uh, leading to more efficient scheduling. Uh, it’s a better quality of life for our employees. Uh, if you’re not having to sit in an hour of traffic every morning and every afternoon, you’re going to be a happier person. Uh, and if there are issues that arise, they’re right down the road. We can go and get those things resolved quickly. Uh, but it’s the work is around us, and and so we’re trying to concentrate our efforts there, and, uh, it holds you accountable if, if you’re going to, you know, saturate an area, you’ve got to provide great service and you can’t afford to burn bridges, so.

Joshua Kornitsky: Well, sure. And 20 miles is a relatively small footprint in in someplace the size of even metro Atlanta. So yeah, I imagine if you burn a bridge there, uh, it’ll haunt you. So I guess you must be delivering good service.

Craig Reidy : We’re doing our best, for sure.

Joshua Kornitsky: That’s. Well. And the other piece of that deserves being called out. Not not, uh, unlike John, you’re kind of living your core values and and the fact that you’re devoted to the quality of life of your employees. Um, in, in an industry that’s built on providing service and still providing excellent service is really admirable, right? Because that’s something that that people can see firsthand that you’re living. You’re you’re putting your money where your mouth is.

Craig Reidy : Yes, sir. And it’s, uh, it’s starting to set us apart in the marketplace for our customers, but it’s also setting us apart for our opportunities of employment. Um, people realize that we, uh, we prioritize balance and our our life. Enjoyment. We. You spend more time working than you do anything else except for sleeping, maybe. And so that’s, uh, we really put that at the forefront is to enjoy where you work. And also, you know, you have to be good at what you do. But, um, we’ve got a really great group of guys that it’s fun to work.

Joshua Kornitsky: So that’s awesome. And, and had you shared with me. So where are you finding your new employees when you need them?

Craig Reidy : Uh, it has been, uh, I think God’s just dropping them in front of us right now. Um, it’s. Yeah, word of mouth, uh, same, same kind of scenario as our customers. It’s just people start to learn that we have this opportunity available. Um, in the last couple of years, we’ve made more of a push to have a structured apprenticeship program. Um, and actually just rolled that out the last couple of months and are still fine tuning it and trying to make it work. But we realized the hurdle for us to grow is going to be developing great plumbers. And so we’re putting an emphasis on starting from scratch, kind of like our dad did with us. That’s great. And, uh, yeah, having a good process to develop them and bring them along so that they can have a good, lasting career in plumbing.

Joshua Kornitsky: If you establish the benchmark, then they know what’s expected. So that that makes it much easier than trying to fit a square peg into a round hole. When when you created the the peg and the hole.

Craig Reidy : Yes, sir.

Joshua Kornitsky: So that’s fantastic. Well, that’s good to know. I’m happy to hear that. And it sounds like to me, an apprenticeship program is sort of the roots of where all the trades came from. So you’re kind of going back to basics.

Craig Reidy : Yes, sir. And, uh, and really making an effort to bring the next generation into the trades, uh, and there’s a lot of folks that are graduating high school and college. There’s nothing that appeals to them. Or they’ll they’ll go for a semester or two and just can’t find their footing and don’t know why they’re there. And so when you have a good, solid, uh, career path that’s lined up for you in the trades. You can see the light at the end of the tunnel and know where you’ll be in 5 to 10 years. And so that’s what we’re really focusing on developing.

Joshua Kornitsky: That’s a fantastic outlook. Thank you for giving back to the community in that way. And on the subject of giving back to the community, tell me, what did you have going on with the city of Acworth?

Craig Reidy : Yeah. So, uh, my my brother and I have, over the last five years, have, uh, really found a passion for physical fitness and mental, uh, I guess mental health. And, um, we’ve through along that journey have wanted to find different ways to give back and and create more accessibility for fitness. And so we’ve partnered with the city of Acworth to put in a fitness pad at Logan Farm.

Joshua Kornitsky: Oh, wow.

Craig Reidy : And, uh, yeah. So anybody that’s there in the community can go and access that and, and get themselves into better shape. And, uh, while they’re out there enjoying our nice parks in the city of Acworth.

Joshua Kornitsky: That’s fantastic. Thank you for giving back to the community. Well, like with John, I do want to ask sort of a closing question that gets you thinking a little bit. And and in your case, I think I’d, I’d ask, you know, what’s a great piece of advice that you’ve picked up along the way that that has helped change your perception in the way you both lead, but also live?

Craig Reidy : Um, yeah, it’s, uh, one of our core values and a a book that’s required reading for anybody that works in our company. It’s called Extreme Ownership. Uh, and it’s a mindset to have to own all of the things that you are or that you contribute to a situation. And if things go right, or if things go wrong, uh, knowing how you set that situation up. And as a business owner, if problems happen on my my guys day or the route, uh, looking at how did I contribute to set them up for success and did I actually set them up for success? Uh, sorry.

Joshua Kornitsky: No worries.

Craig Reidy : Did I actually set them up for success, or, uh, did I slack and and send them in blind? And so just, uh, having accountability and extreme ownership and all aspects of your life.

Joshua Kornitsky: Resonates very highly with me. So that’s fantastic information. Again, we’ll have all of the information to connect with Tom Christensen’s Plumbing on our website. But what’s the best way for folks to reach the company if they need help?

Craig Reidy : Uh, really just call the the phone number (770) 529-0799 and, uh, yeah, you’ll get a hold of Maggie, so.

Joshua Kornitsky: Okay. Well, thank you again. Craig Reidy, owner, along with his brother Tom Kris and Sons Plumbing. I appreciate you sharing your outlook and your perspective. And that brings us to our final guest of the day, Ms. Charlie Darrien, CEO of Charlie’s Angels Movers and Charlie’s Angels Movers charity truck. Charlie, welcome to Cherokee Business Radio.

Charlie Darrien: Thank you. Josh, thank you so much.

Joshua Kornitsky: Thank you for being here today. You are involved with a great many things. Can you tell us a little bit about it?

Charlie Darrien: Where should I start? Yeah, I have a few things going on so.

Joshua Kornitsky: Give us the list.

Charlie Darrien: Okay. The list starting with the moving company. So a long, long time ago, back in 2013, I started a moving company. Um, the short of it is, I got passed up on a couple promotions in corporate America six months apart. That was kind of the kickoff to me going home and saying, hmm, I need something else. I need to figure something else out. This is obviously not going well, so God put it in my head. The idea was born. I started searching, moving companies, realized that they were it was a broken industry in a lot of ways, and I thought I could fix that and have impact there. Um, and so it was born.

Joshua Kornitsky: And that was 2013.

Charlie Darrien: 2013.

Joshua Kornitsky: 2013. Well, you certainly seem to have made an impact.

Charlie Darrien: I think that I, we pride ourselves on, um, changing the standard in the industry. So just leveling up the industry as a whole, at least in the community that we all work, play and live in, which is Ackworth.

Joshua Kornitsky: So what’s the the Charlie’s Angels uh, movers charity truck then?

Charlie Darrien: So that was, um, just started from a lot of clients. When they’re moving there, there’s at least a handful of things that they never want to take with them. Upright pianos is a good one.

Joshua Kornitsky: You must have a lot of those.

Charlie Darrien: A lot of a lot of gym equipment is another one that clients are, like.

Joshua Kornitsky: Perfect for hanging clothes on.

Charlie Darrien: Yeah. That part. Um, so they don’t want to take those things. But now word’s caught on, so they’ll donate anything that they just think is a usable piece of furniture. We’ll gladly take that. I sell it for a small profit on various, you know, platforms and sites, and then 100% of that profit goes to my charity. Charlie’s Angels Movers charity truck, which is just helping people in Ackworth in various capacities.

Joshua Kornitsky: That’s fantastic. Wow. That’s also giving back to the community. We we lucked out today and have three incredible guests that are all giving back. Thank you, thank you. We appreciate it. So when you and I were talking, though, taking a little bit of a serious turn, you shared with me something that also recently made a really big impact on you, uh, with the Acworth Police Department. You attended an event.

Charlie Darrien: Yeah. So and I would say bigger impact. I have been supporting in some capacity sex trafficking, human trafficking for at least 12, 13 years as I go back in my memory. And but I attended a three day seminar that was taught by Dan Nash. It was actually out by Hartsfield Airport, and so it wasn’t Acworth Police Department, but I immediately came back, set up a meeting with the chief, which I think we talked about. We did and said like, what are we? How are we managing and handling all this? And just like, let me in a little bit. But through the seminar, that was a three day seminar, I just really learned a couple of things. So I thought I understood and I thought I knew how glaring and just how massive of an issue this was, and I just didn’t know. So even though I had been supporting it and been advocating for this cause for a long time. My eyes were just really opened very wide by learning through that seminar in a very random way that that one of the massage parlors that I’ve personally been dealing with for the last three years is in this human sex trafficking industry. And it’s not Atlanta that we’re pointing the finger at anymore. Right?

Joshua Kornitsky: Like closer to home.

Charlie Darrien: It’s in Kennesaw off of Barrett Parkway. So just I was so rattled by that and just so disturbed by that, that I felt like immediately just drawn to what am I doing about it? On, on the, on the whatever small platform that I have. Like where can I start? So I just kind of started and been talking with Acworth PD now, and Dan Nash, who was the presenter of the seminar, about just bringing a couple things together as far as educating people. I think that that’s the big piece that’s missing.

Joshua Kornitsky: Sure don’t know. And please keep us tuned in because we definitely want to help fight against sex trafficking and human trafficking in any regard. Thank you. Happy to put a spotlight on that. I will, um, not not to go from the the darkness into the light, but just to keep the conversation moving along. You also shared with me that you are now in the car business as well. So how did this happen?

Charlie Darrien: I would hire employees, like 1 in 3 of my employees that I would hire wouldn’t have vehicles. So I thought, what? But don’t you have a family? You have kids. You have a wife. Like, how are you even navigating a I mean, how are you just making this work? And it seemed like just a struggle that could I, could I fix this? So I thought, how hard is it to just get my dealer license? And it turns out it was really hard. It was just like starting any other business. I don’t know what I was thinking that it was going to be like, oh, less or I don’t know what I had a thought about, but.

Joshua Kornitsky: But you got it done.

Charlie Darrien: But I got it done. And then I started selling cars to my employees. And then turned out a lot of people wanted to buy cars for me. So Charlie’s Angels Chariots was kind of something that I was working on as an additional stream of revenue.

Joshua Kornitsky: That’s fantastic. And does it have a physical location or do they just reach out to you?

Charlie Darrien: So I have I have 26 office spaces actually in my office building that’s right across from Acworth PD in Acworth. So it has an official office space in my building.

Joshua Kornitsky: Fair enough. Yeah. So the easiest way to find out about that is just to reach out to you.

Charlie Darrien: Yeah. You could Charlie’s angels, chariots, used car sales or Charlie’s Angels movers. You could contact me a few different ways.

Joshua Kornitsky: All right. Um, so we’ll definitely revisit that before we say goodbye, but we have more questions to go. I understand that your family is in the music business.

Charlie Darrien: We are very musically inclined people. My son Dane. Um. That’s his. That’s his name. But that’s also the stage name that he’s choosing. So he’s been stepping in. We’ve been stepping in pretty big rooms since he was 14, actually. So American Idol when he was 14.

Joshua Kornitsky: Oh, wow.

Charlie Darrien: Flown us out. A Warner Records has flown us out to LA for a listening party. Last couple of weeks he’s been in the studio with Jermaine Dupri, which has been pretty exciting and pretty cool since I grew up listening.

Joshua Kornitsky: That’s really cool.

Charlie Darrien: And loving Jermaine Dupri. So yeah, so we’re fingers crossed in thinking that he’s probably going to launch into the music industry in a pretty big way, and hopefully be one of the biggest stars to come out of Acworth, Georgia.

Joshua Kornitsky: That’s a fantastic. We wish him nothing but success and luck there. Thank you. So turning back to Charlie’s Angels Movers where where it all began, right? What? As silly as it sounds, how does it work? How do you. How do people engage with you in order to understand what needs to happen? Because you said you wanted to kind of fix a broken industry. What are you doing to help?

Charlie Darrien: Yeah. So it starts at the intake or the phone call. Right. We’re very. We’re consultants. So we’re you’re moving guide were you’re moving consultant were your friend and your partner in this move. It’s a very people don’t always have an understanding that at the level of stress that moving is, it’s one of the top five stressful events in like people’s lives up there with divorce, um, death of a loved one. Like, people are literally categorizing, uh, planning a move with just high, high stress levels. So, so the idea is going back to our tagline. We’re here to make your move a heavenly experience, right? Like, we want to take all of that stress off of you, eliminate all of that stress. Talk you through everything, kid gloves. Hold your hand. Be everything that you need from a consultant every step of the way. Packing, loading, unloading, unpacking. Local, national. Take you anywhere you want to go. What I’ve been marketing a lot more towards is we’ll come and pick you up. If you’re if you live away from Georgia and move you here.

Joshua Kornitsky: Oh, wow.

Charlie Darrien: Because doesn’t it make a lot more sense that if there’s any issues that arise that you’re dealing with a company that’s now local to help you manage through anything that comes next?

Joshua Kornitsky: Sure. And that’s above and beyond what anybody else is offering. I have to believe. And that really is changing the industry.

Charlie Darrien: And that’s picked up a lot, actually. We’re flying out to go grab and pick people up and move them back to Georgia alive.

Joshua Kornitsky: That’s awesome. What’s the farthest you’ve done so far?

Charlie Darrien: California.

Joshua Kornitsky: Okay. So Jackson Hole about the extreme limit? Yeah, yeah. At least as far as the moving vans going to go to until we get to Charlie’s Angels Airlines. Um, so the other thing I remember you telling me about was, um, also giving back to Acworth, uh, a cultural arts venue.

Charlie Darrien: Yeah.

Joshua Kornitsky: Am I getting that right?

Charlie Darrien: Yeah. So, Acworth Cultural Arts, I jumped on the board. It was invited to a meeting, uh, the top of 2020 for Acworth Cultural Arts and jumped on the board a couple of months later because I understood the mission. And the plan was to bring the performing arts in a theater, essentially, to Acworth, which I love that mission. I’m a little bit jealous that Kennesaw has this great, big, fabulous amphitheater, right? Our beautiful sister city over there, and we don’t have one. So I thought, hmm, let me how can I get involved in this? Um, so just jumped on the board, started learning and educating myself, you know, just what the process is going to be. And then I became the 2025 chair, um, for Aquacultural Arts. You know.

Joshua Kornitsky: You don’t really go in halfway, do.

Charlie Darrien: You? I usually do things at 100. Yeah, yeah. Uh, and so it’s been really good just working with the city. We already have a small theater at the Roberts School, um, which was the first black school in Ackworth. So it’s a historic building. The city of Ackworth has partnered with us and said, hey, we’ll give you one room in that building. So we have our small little 75 seat theater that we’re really proud of. So now the objective is just to put on, you know, different arts. We have a improv comedy show coming up on April the 28th that’s actually going to be at Rico’s Mexican Restaurant, if you know that now.

Joshua Kornitsky: I love it.

Charlie Darrien: So, uh, they’re closed on Mondays, but SLA was good enough to open it up for me and say, hey, I love this idea. Like, let’s get it going.

Joshua Kornitsky: So it’s the only real mole in town.

Charlie Darrien: Yeah, yeah. That’s right. We we love her too. Um, but yeah. So we just want to bring, you know, back live, live theater and performing arts to, to the city.

Joshua Kornitsky: So is that in, well in motion? Is there more we can do to help?

Charlie Darrien: Oh well in motion. So this this city has really done a phenomenal job with, first of all, giving us the building. And they’re going to be responsible for a huge part of the things that have to happen from coding and sprinkler system and different things. So they’re really they just jumped right on. And and you know, we’re packaging it up. And as long as we execute at the level that we committed to, I think the city’s going to be really pleased. And we’re all working really hard.

Joshua Kornitsky: That’s fantastic. And again, whatever we can do to help on that, we’d be thrilled to bring that to to Acworth. Uh, I lived in Acworth. I live in Kennesaw, so I get to bounce between both.

Charlie Darrien: Good.

Joshua Kornitsky: It’s fantastic.

Charlie Darrien: I’ll be taking you up on that.

Joshua Kornitsky: You got.

Charlie Darrien: It. Promo.

Joshua Kornitsky: There you go. For our theme. We’ll be happy to do it. Thank you. So the the the last thing that I do want to ask about because it’s kind of been our, our, our underlying subject of the day is, is to talk a little bit about culture and about people and your spread. I don’t want to say thinly, I’ll just say you’re spread across multiple domains. Yeah. And in doing so, that’s that’s got to really test your people skills. So and so when when you’re engaging with folks, whether it’s customers or you’re engaging with employees in, in one of the businesses, you know, how do you deal with how do you set the expectations, how do you help them be the best they can be?

Charlie Darrien: Um, so probably training has been the biggest, most impactful thing, I think that I stepped into an industry where there wasn’t just a whole lot of training overall, like owners in this industry. They don’t really train employees. They just say, get out there and go move sort of thing. So I’ve been really big on training since inception. Um, my team of 25 men will meet at least once a month in my office to just get on one accord or, you know, tell me why. What I’ve done to make you mad recently or whatever we want to talk about. Let’s just talk about it now and openly and candidly so we can move past it and get back to work sort of thing. But I think, you know, from a culture standpoint, um, the expectation is great and the level is high. And anyone that’s ever worked on my team understands that it’s not your average moving company in that capacity. The expectations and the responsibilities are all taken very seriously by everybody across the board. So there’s nothing less than that. Essentially.

Joshua Kornitsky: That’s fantastic. And speaking of high expectations with regards to the moving company, you’ve actually done something pretty incredible. You were talking to me about the employees taking ownership.

Charlie Darrien: Yes. So in the interest of I do have a few other things going on now. Right? I’m going moving in a few different directions from a scaling and elevating standpoint. But heaven on Earth event venues is my next passion project that’s about to launch this summer. So just a venue and an event space for local people, but in in order to work on these other objectives, had to pull away from the moving company somewhat. So yes, I have a phenomenal team that’s doing the majority of running the day to day. But also, how can I give back to my field team, which are the actual movers that have been on my team for eight years? Seven years?

Joshua Kornitsky: Wow. That’s incredible tenure for for a role.

Charlie Darrien: It really is. It’s just not tenure that you see in this industry. So I’m I’m really proud of that. We’re all really proud of that. Um, you know, it was said here that it really is about making keeping your people happy. And when you do that, they tend to show up and want to work for you. But I’m giving them ownership. So I’ve decided it’s probably time for me to sell in some capacity so I can sell. I’ve had a couple buyers come along, um, and then decided it would if I can get my team trained and get them really in the mentality of being owners, I’m going to give them ownership. So partnering and selling to my team first is the objective. So we’re going to see how that all pans out at the end of 2025.

Joshua Kornitsky: That’s pretty incredible and pretty rare. I deal with entrepreneurs every day and I just don’t come across that too terribly often. Yeah. So that’s really that’s really something. Thank you. So what are you working on? What’s coming up as far as events or projects you had mentioned? Um, smoke on the Lake.

Charlie Darrien: Yeah. So I’m a Rotary Club member. So, uh, philanthropic work and kind of giving back to my community is really where my heart’s at in all things. But I’m working on at the Ackworth Community Garden. If you don’t know that we have a garden, then come out and volunteer there. Um, rotary Smoke on the Lake is coming up May 8th, um, weekend. So come to Ackworth and taste all the best barbecue locally by everybody that’s making it there. So I’ll be, uh, hanging out and doing some volunteer positions there. Um, my venue, Heaven on Earth event venues, launches this June, so you’ll be probably seeing some bits of marketing around the local circuit with that.

Joshua Kornitsky: That’s great. And what’s what’s the focus for Heaven on Earth venue?

Charlie Darrien: So photographers so so far we’ve done a soft launch. Photographers want to come and shoot there, but really just a full event space. So it could be a dance. A dance recital could happen out on the on the green, but just really, really anything small, small capacity weddings, different things.

Joshua Kornitsky: Okay. And we’ll obviously have that information on our website. But if people want to find out more, as we’re probably in the in the thick of the wedding planning season, where where would people find out about that?

Charlie Darrien: Heaven on Earth event venues.com.

Joshua Kornitsky: That’s pretty direct. All right. So I always do like to close with something a little different. And you and I had talked about sort of, uh, mental spaces. Right. So what was a good piece of advice around mindset and mental spaces that you’ve received in your life?

Charlie Darrien: Um, so many some of my favorites. I used to have a little post-it hanging on my door and my, my, in my 20s and my early 20s, and I carried that same post-it into my 30s when I would move. Um, you become like the five people you hang around the most.

Joshua Kornitsky: I love that.

Charlie Darrien: That was important because I, I hung around a lot of people. I, I run the gamut with the company. I think that I would or the acquaintances that I would have. So I just had to remind myself sometimes that some people are arm’s length and you keep them over here. You love them the same, but you don’t. You’re not sharing your day to day with them, so you become like the five people you hang around the most.

Joshua Kornitsky: That’s fantastic piece of guidance. I wrote it down myself and I’ll be sharing that with my daughters, so thank you, I appreciate it.

Charlie Darrien: You’re welcome.

Joshua Kornitsky: Well, Charlie Darrien, CEO of Charlie’s Angels Movers, Charlie’s Angels mover charity trucks, excuse me, charity truck, Charlie’s angels, chariots, used car sales. And the heaven on earth. Heaven. I was looking for it on my notes to make sure I didn’t get it. Heaven on Earth events venue.

Charlie Darrien: That’s right.

Joshua Kornitsky: Thank you for being here with us today. We’ll have all of your contact information, but just on on our site. But just what’s the fastest, easiest way for people to get Ahold of you directly if they want to move.

Charlie Darrien: If they want to move. Charlie’s Angels movers or (678) 523-5353 is our primary number that you’ll see kind of everywhere.

Joshua Kornitsky: Fantastic. Well, thank you again for coming in, all of you. Uh, John Daniels, Georgia liaison for, uh, Medicare and life insurance. Craig Reidy, owner, along with his brother of Tom Kris and Sons Plumbing. And Charlie Darrien, CEO of the Charlie’s Angels Movers enterprise. Thank you. And, um, this has been Joshua Kornitsky. I’m a professional iOS implementer. I’m also the host of Cherokee Business Radio. I so appreciate everybody’s time. We look forward to seeing you all again as your projects continue. Thank you.

Charlie Darrien: Thanks, Josh.

John Daniels: Thank you.

Craig Reidy : Thank you.

 

Tagged With: Charlie's Angels Movers, Danjo Agency LLC, Tom Kris and Sons Plumbing

April Rooks – AMPED Kids

March 2, 2025 by Rose

North Georgia Business Radio
North Georgia Business Radio
April Rooks – AMPED Kids
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♫ 𝄞 ♫ Can music be the key to unlocking a child’s potential? ♫ 𝄞 ♫

During this episode of North Georgia Business Radio, Phil Bonelli and Beau Henderson are exploring the incredible impact of AMPED Kids, a local nonprofit organization using the power of music to empower and heal children who have experienced trauma.

April Rooks, founder of Amped Kids, is sharing her inspiring journey of turning a moment of inspiration into a statewide movement.

From its humble beginnings in 2018 to now serving children across Georgia and even expanding to Nashville, AMPED Kids is making waves in the foster care community and beyond.

April’s story is a testament to the power of following your passion and using your unique talents to serve others.

Whether you’re an aspiring entrepreneur, a music lover, or simply someone looking to make a positive impact, you’ll find inspiration in April’s story and the work of AMPED Kids.

 

Connect with April and the AMPED Kids Team

https://www.linkedin.com/in/april-rooks-a27b531b/

https://ampedkids.org/

https://www.instagram.com/ampedkids/

https://www.facebook.com/AMPEDKidsFoundation/

Connect with Phil Bonelli:

https://www.facebook.com/Hopewell-Farms-GA-105614501707618/

https://www.instagram.com/hopewellfarmsga/

https://www.hopewellfarmsga.com/

Connect with Beau Henderson:

https://RichLifeAdvisors.com

https://www.facebook.com/RichLifeAdvisors

https://www.facebook.com/NorthGARadioX

This Segment Is Brought To You By Our Amazing Sponsors

Hopewell Farms GA

Roundtable Advisors

RichLife Advisors

Olipop

Highlights Of The Show

01:12 – 02:42

  • Introduction to Amped Kids, a nonprofit organization helping foster children heal through music and songwriting therapy.
  • April shares that her own childhood trauma and experience as a musician inspired her to start the nonprofit.

02:42 – 04:12

  • How Amped Kids started:
    • April was inspired after attending a CASA event in 2017.
    • She realized the impact of music in healing childhood trauma.
    • She used her 20+ years of music experience to help foster children.

04:12 – 07:11

  • How the nonprofit launched (2018):
    • Partnered with North Georgia Community Foundation to gain a 501(c)(3) fiscal sponsorship.
    • Hosted a launch event, quickly gained funding.
    • By 2019, served nearly 100 children through music programs.

07:11 – 10:39

  • Key takeaways from Amped Kids’ growth:
    • April emphasizes the power of action—many people have ideas, but few take steps to execute them.
    • She immediately built a team and leveraged partnerships instead of doing everything alone.
    • Lesson: Don’t wait to start—take action and adapt as you go.

10:39 – 13:08

  • Entrepreneurship insights from Bo Henderson:
    • Success comes from momentum and movement.
    • Many people fail because they wait too long to take action.
    • April’s approach—building a network, finding experts, and starting small—was key.

13:08 – 16:35

  • How Amped Kids expanded statewide:
    • Initially started in Hall County, now operates across Georgia.
    • Partners with group homes, schools, and foster agencies.
    • Music talent show started in 2021 as a way to engage kids.
    • Established a recording studio in a foster home to teach music production.

16:35 – 19:30

  • The power of music in mental health:
    • Amped Kids collaborates with schools, counselors, and social workers.
    • Music is used as therapy to help children cope with trauma.
    • New chapter launched in Nashville, TN, backed by the ACM Lifting Lives grant.

19:30 – 26:46

  • Funding and expansion:
    • Sponsorship program: $100/month covers a child’s full-year lessons, instruments, and supplies.
    • Monthly donors are crucial to sustaining the program.
    • Grant partnerships help expand outreach to more children in need.

26:46 – 30:56

  • Transformational impact: Addie’s Story
    • Addie, a foster child, used songwriting to express emotions she couldn’t verbalize.
    • After joining Amped Kids, she gained confidence and started opening up during therapy.
    • Her songwriting transformed her mindset from victim to survivor.

30:56 – 37:41

  • The importance of giving back:
    • April emphasizes that helping others heals the giver as well.
    • Encourages people to volunteer and contribute in any way they can—whether through time, money, or skills.

37:41 – 40:30

  • Final thoughts:
    • Encouragement to take action: If you have a passion, find a way to make it happen.
    • Music is not just entertainment—it’s a tool for healing.
    • Visit ampedkids.org to donate, volunteer, or sponsor a child.

Tagged With: Amped Kids Foundation, April Rooks, Community Partnerships, Foster Care Support, music therapy, Nonprofit growth

Celebrating Women of Color Business Owners: The Power of Storytelling in Alzheimer’s Care

February 11, 2025 by angishields

WIM-FrancesRichards-Featurev2
Women in Motion
Celebrating Women of Color Business Owners: The Power of Storytelling in Alzheimer's Care
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On today’s Women in Motion, Lee Kantor interviews Dr. Frances Richards of Arlean Richards Media & Communications. Dr. Richards discusses her work in preserving the legacies of individuals diagnosed with early-stage Alzheimer’s and dementia through audio recordings. She shares her background in broadcasting and personal experiences that led her to focus on storytelling. The conversation highlights the mental health benefits of these recordings, practical advice for families, and entrepreneurial insights. Dr. Richards also emphasizes the importance of community support and building relationships with organizations related to Alzheimer’s and dementia.

Arlean-Richards-Media-logo

Frances-RichardsDr. Frances Richards is President and CEO of Arlean Richards LLC, a premier media and communication consulting firm she founded in 2012. She is recognized for her impactful work in storytelling, particularly with patients in the early stages of Alzheimer’s and dementia, capturing their narratives before memories fade. Her approach also includes documenting and inventorying assets to provide peace of mind as memory declines.

In addition to her role at Arlean Richards LLC, Dr. Richards is founder of Black Entrepreneur Experience Podcast, which boasts 79K unique listeners, and serves as the Vice Chair of WBEC-West Nevada. She holds a BA, MBA and Ph.D., and has pursued continuing education at eCornell Business School and NxLevel Training.

Residing in Las Vegas, Nevada, Dr. Richards is dedicated to preserving the legacies of individuals by safeguarding their personal histories and assets. Her work not only supports patients but also aids caregivers during challenging times. Through her leadership at Arlean Richards LLC and her various initiatives, Dr. Richards continues to make a meaningful difference in the field of dementia care, combining storytelling with practical solutions to enhance the quality of life for her clients.

Connect with Dr. Richards on LinkedIn.

Music Provided by M PATH MUSIC

Transcript-iconThis transcript is machine transcribed by Sonix

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studios, it’s time for Women in Motion. Brought to you by WBEC-West. Join forces. Succeed together. Now, here’s your host.

Lee Kantor: Hi. Lee Kantor here. Another episode of Women in Motion. And this is going to be a good one. But before we get started, it’s important to recognize our sponsor, WBEC-West. Without them, we wouldn’t be sharing these important stories. Today on Women in Motion, we have Dr. Frances Richards with Arlean Richards Media and Communications Company. Welcome.

Dr. Frances Richards: Thank you, Lee.

Lee Kantor: I am so excited to learn what you’re up to. Tell us about your firm. How are you serving folks?

Dr. Frances Richards: Oh, thank you for asking. That is an amazing question. So, I am serving people primarily as a storyteller. And I reside in Las Vegas, Nevada, but we do our work globally. and we primarily work with individuals that are diagnosed with early-stage Alzheimer’s and dementia, and we capture their story before their memory fade. And we also do asset inventory and documentation where we go in the homes, and we document all of their assets, and we inventory and categorize it in the unlikely event that they have a memory fade, a burglary or a fire. And we do know that when individuals are diagnosed with early-stage Alzheimer’s or dementia, they believe someone is stealing from them. So, this also safeguards the care partners. So, what we say is we capture a piece of your mind, and we give you a peace of mind at Arlean Richards Media Company.

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

Dr. Frances Richards: Wow. This is a full-circle moment for me. I started out in broadcasting many years ago and ended up through my career journey besides being in broadcasting, and that was my ultimate goal was to be in broadcasting, and I many years have worked in with ABC, NBC, several other networks. And I eventually got out of broadcasting and moved into higher ed as faculty and found myself in 2017 with my own business doing podcasting. And so, what ended up happening in terms of us going into the audio family legacy recordings, that’s one of the offerings that we offer in our business model, it was birthed out of the loss of my husband. He passed away in 2022. And so, we didn’t have any children together and I thought I had some bonus kids. And I had a son, and he had six children, one preceded him in death. And I thought it would have been amazing if we would have captured his story to leave a legacy to his family, to his children and his grandchildren. And so, the audio legacy of the audio family legacy recordings was really birthed from that.

Lee Kantor: And then, how did you kind of connect the dots where you’re like, “Hey, this is going to be perfect for people who are struggling with Alzheimer’s and dementia, and also we can do some of the inventorying because that’s an issue,” like how did you connect all those dots to to turn it into the business you have today?

Dr. Frances Richards: Yeah. Thank you for that, Lee. So, we do audio family legacy recordings for anyone, and it started from a celebratory piece. I always like to come from a positive perspective and how we… nd our primary focus is around the Alzheimer’s and dementia. Mainly, I do a lot of work in the community with widows and seniors. And I saw a gap. And, also, I’m in the biotech space here, and we’re doing… it’s early but we’re in the process of doing a non-pharmaceutical trial around Alzheimer’s and dementia with African-American women. And so, I’ve seen over the last couple of years just this spike, the increase in Alzheimer’s and dementia, in the community. And so, I say that it was a God-birthed idea to really focus on individuals with Alzheimer’s or dementia, not a personal story per se in the family dealing with that by the grace of God, but I just saw a gap in the market in terms of once your memory is gone, the work that I’ve been doing around the brain, I’ve noticed that once that memory is gone, it’s gone.

Lee Kantor: Now, when you’re working with clients, is the client the actual sufferer of the Alzheimer’s or dementia, or is it the family member that’s like, “Hey, we have to capture some of this because,” like you say, “it’s fleeting and we have to get it when we can get it,” or else, like you said, it’s gone.

Dr. Frances Richards: And thank you for that, Lee. It’s both. It’s both. Most individuals who… most of my clients are coming from family members. And I want to be very clear, if you have the best, the ideal is early-stage diagnosis. So, we are getting the majority of clients that come to us from family members saying, “I’m noticing this with my sister, my brother, my mom, my dad,” or the other piece because as we were launching, we have gone into memory care centers, and we’ve done presentations. And once they’re there, depending on… you know, like once they’re literally in the memory care center, a lot of times, it can be too late to capture their story. And when I say that, I’m saying it from because we are preserving legacy, there’s moments when you don’t know what’s true and what’s not true. And so, that’s the reason we say that when we’re working primarily, like we said, we do audio family legacies for anyone but specifically, we like to capture early-stage diagnosis because later stages, we notice that when we’re having conversations, they’re in and out. And so, it’s really hard to really capture the real legacy of that person.

Lee Kantor: Now, what is kind of the… it look like when you’re doing one of your recordings? Is it just with the individual or do you have the whole family present, and it’s kind of a discussion about it, and then the family can ask questions or do you kind of… are you the facilitator and you’re the one that’s kind of driving the conversation?

Dr. Frances Richards: That’s an excellent question. So, we tailor ours. And so, they’re custom. So, there’s no two audio family legacies that are alike. And so, we have arrangements where there are some people who would like their legacy stored in the Library of Congress. So, we have arranged that for people, like some military individuals, that would like their story actually preserved and everyone to hear the story. Most of the stories that we capture are very personal. And so, we do them with individuals, we do them with couples, and we do them with family. It just depends on what you want your legacy to say or how you want it to go. We do… my secret sauce is the ability to pull story out. And so, I am driving the conversation. And prior to the individual, we have certain things that we have them do prior to coming to the interview. We do prep them for the interview, and we get all of that information. We do have the ability to do just audio. We do audio and video. We can embed if you want pictures in it. We are able to do books if you want to turn it into a book. So, we do custom your legacy.

Lee Kantor: Now, this kind of work that you do and the stories you capture, I would imagine that for the family, this is super valuable. This is something, like you say, it’s going to be part of their legacy and that it can be passed on from generations to generations. But does it have any mental health benefit to the individual suffering? Does it give them some sense of, “Okay, this is captured. This gives me… Like, I’ll know that this is here for me. So, I know my memory is fading, but I know I also have this. I can listen myself back to it, and I can be reminded of my younger self”? Is there mental health benefits for the sufferer?

Dr. Frances Richards: Yes. It’s not… And thank you for asking that. It hasn’t been proven. We do believe that it is a benefit for the individual that is listening. We have had… because most of the time what’s happening with Alzheimer’s and dementia, and there are several types of Alzheimer’s and dementia, but most of the time people can remember things that have happened way in the past. And it’s that immediate memory that’s fading. Things that like they had yesterday or what they did today or that moment, those are moments that they can’t capture, or what happened last week or whatever.

And we had a client that we went into a memory care center that she was actually, you know, diagnosed with the Alzheimer’s and dementia. And normally, when we do our audios and videos, we like to do them in one setting because we are working with the senior population, and a lot of times, the memory, the hands cramping, that’s the reason they don’t want to write out their story. There are other individuals that they’ll send you books, or they’ll send you papers each week, or they want you to do it yourself. And a lot of seniors, it’s not that they don’t want to do it, they don’t have the ability to do it or the time. They don’t want to do it, whatever.

And what we’ve noticed is that when this one particular client, when we came back, we had to shoot multiple weeks for this particular client, and she remembered us, and she remembered the stories that she told. And so, her sister, when she actually heard the whole interview, she just… And that’s what we’re finding when we actually give them the thumb drive with all the information on it, they are literally just bawling because for her to see what her sister remembered, even from not just the past but even from our time recording. And she said, “Oh, you have more equipment” or “You have less equipment.” So, she was very intuitive of what was going on. And if you’ve ever worked with anyone or experienced someone living with Alzheimer’s or dementia, that’s really important for you to see that. It gives you hope. And so, thank you for asking that.

Lee Kantor: And I would imagine it gives comfort to the family as well because with your skill and you mentioned your superpower of being this excellent facilitator of these stories and conversations, you’re able to probably uncover some memories or some important things that have occurred in the past that maybe that can be useful in the future. Like, I know a lot of people with Alzheimer’s, the music of the time or maybe they enjoy dancing, and then they haven’t done it in a while, but by just uncovering some of those things, you can kind of insert some of those activities into their life as they get older and that will bring them comfort.

Dr. Frances Richards: Absolutely. And that is true because one of the questions that we’ll ask, depending on the client, we did ask this specific client her favorite song, and it was embedded in the video, and it was shown to her family that this is her favorite song, which people may or may not know that information. And when I play the song, what was interesting, when she shared the song, when we concluded the interview recording each time, I would play the song, and she would just sing the song. And so, it is. And that’s one of the things that is so important, even for us that we are exercising our brain, just like we’re exercising our bodies. And each and every day, it’s so important that you not wait until that moment but that every day, you’re doing something, whether it’s puzzles, or something with numbers, or something to stimulate your brain and that interaction. And I know that we’re becoming more internet sociable, Zoom sociable, but it’s so important that we interact with people. That’s so good for the brain.

Lee Kantor: Now, do you have any advice for people. Maybe they’re not ready for your service just yet but maybe they’d like to try this on their own, or are there some things that an individual can do on their own to capture some of these moments and stories?

Dr. Frances Richards: Yes, absolutely. So, if you want to do it yourself, what you I would recommend that you do is do a set of questions for that person and ask the person who are they talking to? And that’s so important. And you can start recording the stories. You can also capture. You can be informal where you just hit your recording when you’re at a family gathering and pull a patriarch, a matriarch aside and start just recording. And I think that that’s a way to get started if you want to do it yourself.

Lee Kantor: Now, why was it important for you to have your firm and you be so involved with the WBEC-West community?

Dr. Frances Richards: Oh, you know what I like to say? WBEC-West is the gift that keeps on giving. I just concluded as vice chair of WBEC-West here in Nevada. And I tell you, the women are so empowering. They’re so uplifting. And you heard me talk about the value of community, the value of communing and being with individuals. And that’s what I have to say about WBEC-West. Is that just to know that you could pick up the phone and call someone or you can meet up. They are so supportive of the women. Women business owners are so supportive. And they understand it doesn’t matter where you’re at in terms of your business, whether you’re a startup or seasoned, they are just helpers one to another. And they understand that we have this common goal. That we are entrepreneurs, and we are women entrepreneurs, and we believe that all of us can win collectively, as well as individually. And so, that’s what I admire. And I am so pleased to be a part of a community of women. And when we come together, whether it’s a national event or we’re coming together just for the West Coast, just state to state, it’s just they want to see us win. And from the top of the leadership into all the women involved, it’s just that synergy that we can all win.

Lee Kantor: Now, any advice for that person that’s in the corporate world and has “real job” and maybe has a desire to, at one point, become an entrepreneur, any advice for that person when it comes to starting your own business and building your own legacy?

Dr. Frances Richards: Absolutely. And I call it a hybrid entrepreneur. And I was once that. And I would tell you to start and do it. So, one time, at one point, I had a 9 to 5, and I called them my investors. And I was also building my business on the side, not knowing what it is I wanted to do or be but knew that I needed an exit plan because, one, it was a passion for me. I have always been bit by the entrepreneurial bug at a very young age and didn’t even know what it was. And so, I would tell them to start and it’s actually the best time to start when you have your 9 to 5, when you have those investors because I would say, as you start building that business and building that capital, and that gives you the ability to go on and launch and have the ability to just leap if that’s what it is you want to do. But I would say that if you have any desire to be an entrepreneur to do it. That’s one thing you don’t ever want to leave with or have your legacy said. And one thing we say the grave is full of a lot of dreams that were never realized. And so, if you have a dream to actually become an entrepreneur or even see if that’s something you’d like to do, the best time I think to do it is when you have your investors, I call your business to be able to do that.

Lee Kantor: So, what do you need more of? How can we help you? Do you need more relationships with Alzheimer’s and dementia organizations? Do you need more people, clients? Like, how can we help you? Do you need investors in your business? What can we do for you?

Dr. Frances Richards: Thank you so much. And I do need… We’re doing clients one-to-one now, and we’re moving into a business-to-business model. So, any relationships with organizations that you would see that would actually benefit them, we see that would be great for us. We’ve been meeting with a lot of neurologists, and any general practitioners there, or speech therapists. Those are frontline individuals that have those clients. They’re the individuals that tell them that they are diagnosed with Alzheimer’s or dementia. Any nonprofit that has funding that they would like to see some of their clients with their own legacy preserved. Any of those relationships, we’re open and we’re always open to take clients one on one, as well as we do look for investors as we move further into bringing our non-pharmaceutical trial to commercialize it. So, thank you for that, Lee.

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

Dr. Frances Richards: Absolutely. They can reach. The website is drfrancesrichards.com, and that’s Frances with E-S. And you can always also reach me at fr@francesrichards.com. And I’m on most social medias. You can also reach me there. Also on LinkedIn.

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

Dr. Frances Richards: Thank you, Lee. Appreciate you and the work that you are doing.

Lee Kantor: All right. This is Lee Kantor. We’ll see you all next time on Women in Motion.

 

Tagged With: Arlean Richards Media

Nikkie Handy with Ivy Kids Systems

January 2, 2025 by angishields

Houston Business Radio
Houston Business Radio
Nikkie Handy with Ivy Kids Systems
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Nikkie Handy is a seasoned Franchise Business Coach with 25 years of experience in Early Childhood Care and Education (ECCE).

Specializing in transforming childcare centers into high-quality educational environments, Nikkie’s expertise spans child development, ECCE teaching methodologies, early childhood behavior, and brain development. Throughout her career, she has held key roles including teacher, campus director, regional program director, business consultant, quality assurance auditor, and professional development coach.

Currently, Nikkie coaches business owners on financial stewardship, operational efficiency, customer experience, and regulatory compliance, translating complex financial data into actionable insights. She is passionate about empowering others, especially women, and views her mission as paying forward the support she received growing up in extreme poverty.

With big plans ahead, Nikkie is committed to helping others rise—#TogetherWeRise.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studios in Houston, Texas. It’s time for Houston Business Radio. Now, here’s your host.

Trisha Stetzel: Hello, Houston. Trisha Stetzel here bringing you another episode of Houston Business Radio. Today, I have an extraordinary guest on with me, a true champion of economic empowerment and a powerhouse in leadership and business coaching. With 25 years of experience in early childhood care and education, she has dedicated her career to transforming child care centers into thriving, meaningful impact for children, families and business owners alike. She has made it her mission to be the ally she once needed, helping others rise above challenges and find their true why. Her belief in the power of lifting each other up is a cornerstone of her work, and a key driver of her vision for the future. Nikkie Handy, welcome to the show.

Nikkie Handy: Thank you so much, Tricia. I’m so happy to see you again and I’m thrilled.

Trisha Stetzel: Oh my goodness. And we just like oogled over each other when we first came on the show, right. So. Exactly.

Nikkie Handy: It was like instant brain crush.

Trisha Stetzel: Exactly. Way back in October, I think, at the Franchise Business Review Summit. And somehow at that summit with the 2 or 300 people that were there, Nikkieand I ended up in the same place at the same time, doing the same thing, walking to the event afterwards, and we totally bonded. It was amazing. So, uh, Nikkie, I know I’ve given, uh, you know, the bio version of who you are, but, um, tell me more about who Nikkie is and how you got started in the in this childcare business. And I know you’re a franchise coach, so talk a little bit about that as well.

Nikkie Handy: Absolutely. So I sort of wear it as a badge of honor that I started out very young in the industry and worked my way up from the very, very bottom. So you name it from infant teacher to curriculum coordinator to center director to site area director to implementation. I have served in some sort of capacity. And and these days, in my role as a franchise business coach, I really serve as that sort of safe place, trusted resource way, a like an opportunity to externalize your thinking and strategize about your business so that each one of my franchise center owners has a way to sharpen their tools and get those resources lined up so that their their business can become that hub of opportunity, a place for community and connection and meaningful work, and just incredibly transformative work to happen for the children that attend these programs, but also the career pathways for women in the industry, because especially in early childhood care and education, there, there is it’s heavily populated by women. There’s a lot of black, Hispanic, Asian women that that enter this role naturally. You know, women sort of are caregivers by nature. And and one thing that really gets me excited is just thinking about how we can build career pathways for them, ultimately expanding those opportunities. Imagine if some of these ladies started at, you know, I’m the afternoon closer in the infant classroom all the way up to the C-suite.

Nikkie Handy: And and just how inspiring that would be to other women and really making more possible, putting more opportunity on the table. So so that’s my I like to call it my, secret mission, right? Because my main mission is really contributing to that. The the economic success that that hub of industry that that really supports these salaries. But my side mission is that that work to create opportunity for for women that that happened to me at certain pivot points in my career. Somebody looked at Nikkie Handy and said, I see something there that has value. Let me offer an opportunity to get a toehold in that next level, a little bit of of coaching or support, to try to equip you to be successful and take it and run with it. And sometimes women can be a little bit territorial or resource guard, because wherever you got to in your career, you really had to make effort to get there. And and so we’re not as good as coaching each other up. And that’s that is so fun for me to see. Like these women layer on a set of of business acumen, skills, corporate savvy onto their already big heart. And to create this dynamic working professional, I’m just like go girl, go girl, get all the way to the top.

Speaker4: I love that.

Trisha Stetzel: And you know, before we started the show, you were talking about the, um, you were talking about numbers. Like how many women enter into this field at the level that you entered into. Yet when we look at the CEOs, the presidents, the owners of these franchises, we don’t often see women as owners. So talk a little bit about that. And I know that rolls into the mission that you have.

Speaker4: Yeah it does.

Nikkie Handy: So if you if you, you know, pull up like the top four largest childhood early learning companies in in this continent, you’re going to see that those C-suite executives are heavily male populated. And they they came into that role having the business acumen, that corporate savvy, but not the experience of that boots on the ground, working their way up, deep connection with the work that happens in their organization. And to me, it seems like such a disparity that that there should be a representation of the face of the industry at that top 1% at the leadership. Right. And so I think, man, wouldn’t that be energizing and reinforcing for all of the women who choose this as a career path, to be able to look up and say, oh my gosh, I work for Tiffany Alaniz, who I work, I know that she started in the classroom and just like me. And look, there she is, you know, chief Executive officer, that that’s something that I think is truly it’s a bit of a bit of a blind spot in our industry. And oftentimes it has to do with that coaching aspect, which I, I feel like I, I sort of discovered my niche, my superpower, if you will, that that coaching has to do a lot with accumulating those nuggets of wisdom. Being committed to being a lifelong learner, you rub shoulders with brilliant people that are good at what they do, and you try to, you know, let some of that rub off on you. But then the next step is getting that into as many hands as possible so that that success reinforces itself. So so that’s what I really want to accomplish. If I could leave a legacy in my career in this industry, it is that right there is getting that that good magic as far reaching as possible to see as many women just elevate their their own careers and their their earning opportunity for being honest and building a legacy for their own family as possible.

Trisha Stetzel: Yeah, I love that. And, you know, I’m sure you and I talked about this when we first met, and it sometimes as women, we don’t see ourselves as being at the top right, as being that CEO. So we don’t visualize that very often. So normally we’re just okay with being where we’re at, right? We’re okay with being okay. So what are some of the tools or tactics that you use to help these women really understand that there’s so much more for them than where they are today?

Nikkie Handy: I love that’s such a great question. And I, I’m going to probably, um, start preaching. So stop me if I really get a steam going. But here’s what I think really, really should start happening is that women need to take the time to point out pockets of brilliance, raw talent. You know, a growth mindset when they see it and and start illustrating for other women, women what’s possible. Right. If I look you in the eye and say, wow, that what you said right there, or that that little project that you brought to fruition or or that presentation that you gave blew me away? More people need to know about this. More. More people need to do what you’re doing. Do you know how incredible you are? Because I feel that, you know, just like we were talking about the representation in that top 1% in our industry, that sometimes your eyes need to be opened to the possibilities. And right now, in early childhood care and education, there’s kind of a sensation that there’s a cap to where you can go, where your your career trajectory can take you. Right. And that that might be, you know, an area director or implementation specialist. And so I feel that a lot of women have limited themselves. And you said it yourself, the visualization part is so key because every every high performing athlete does this. You have to see yourself in your mind’s eye winning that to get there. It’s like your brain needs to see that it’s possible to start seeing the opportunities that will arise, the development and growth that that you need to get there. And until you can visualize that, then you will limit yourself. And so so sometimes it’s about really pointing out to say, I know you’re capable of way more than what you’re doing. And that is when somebody says that to you, when somebody sits down and says, like, I can see there’s so much more to you that is like. It’s like drinking super fuel. Like you’re like, okay, I might be wearing a Superman suit under this. This shirt. I’m pretty sure I am.

Trisha Stetzel: Yeah, absolutely. So you’re pushing women in your industry and specifically as a coach and the franchise that you’re a part of, how do we or what are your thoughts on how we as women who want to support other women, how do we do that? There’s so many women out there like the where when I grew up in corporate, right. Uh, there was a lot of well, I don’t know if I can do that. Well, I’m not sure if I can get there or there’s only one position open, so I’m not going to support the other women that are in my organization because there’s only three of us, right? So one of us is going to get that role and the other two aren’t. So how do we you and I know right. We’re like elbowing them to get to the top. Um, and what I’ve realized over the years is that we really need to create this sensation of supporting each other as women getting to the top. So what are your thoughts on how how do we do that? How do we foster and nurture women even beyond the ones that you have regular contact with in a bigger way?

Nikkie Handy: Yeah, yeah, I again, I love that question. And I think that, um, that that this conversation is big and it has big ramifications because it’s fascinating to me that women are really great friends and they’re great at nurturing relationships. What I think is missing that magic sauce in the recipe is that we need to be able to push each other, to build the skill, to reach just beyond your capacity, to be bold, to like, grab that seat at the table and say, no, I deserve to be there. Be here. You know, if if I’m sitting across the table and like so my my dear, dear friend Candice Gillam, I need to connect you with her Because this woman is brilliant, right? The way that she thinks is like, I’m playing checkers and she’s playing 3D chess, right? She’s brilliant, but she really needed a safe space to say, you know, I but I have imposter syndrome, like, I don’t. I’m part of the conversation. I have a seat at the table, but I feel like I shouldn’t be there. And that led to a whole conversation surrounding what are the what are the minute actions that we can take to start to combat that imposter syndrome. And I feel that that, that women oftentimes lean into the care and support that, that if I just offered a safe shoulder for her to kind of lament to like, oh, this is my experience. And and I’m like, Candace, I get it. And and, you know, I’m here. I’m cheering you on. Right? That we stopped short of what could take her to the next level. And men actually do this for each other all the time because they’re like, bro, you’re selling yourself short or like, hey, come on, man.

Nikkie Handy: Really? That’s all you’re doing? And and what I have liked, what I’ve done in, in my coaching experiences is to really start, I take some of the little nuggets out of radical candor and some of the I don’t know if you’ve ever read Professional Troublemaker by Lovey Luvvie Ajayi. If you haven’t, you need to because it’s about boldness and it’s it’s about being able to say the thing that needs to be said. And and what I found. Out is that if you marry up the care, the compassion, all the nurturing that you’ve done to cement that relationship and leverage it to start saying to that woman sitting across the table is like, I know you have more. I know you can do better. And then break it down to say, we’re going to hold each other accountable for taking the steps to get there, because it’s a it’s a disservice to you. It’s a disservice to the world to not maximize your brilliance. And that is what that’s a skill that I think a lot of female leaders really need to start thinking about how to build in themselves is that it’s great to be a really relational leader. It’s fantastic to work from that relationship to to get high functioning teams. Now we need to take it that step further to be to to build the the mutual respect that comes and that the, the good things that grow when you can be the one to tell them the thing that needs to be said, that is it’s next level. And it’s really rewarding when you get to that place with another woman.

Trisha Stetzel: I love that I’m thinking about when you were talking about the brilliance that that each of us has that we need to bring forward and up. I think about it as a gift, a gift that we all have to give. And if we hold it to ourselves, then the people who are meant to receive that gift are never rewarded. So we need right? We need to step up, and we need to be better for each other, and we need to nurture each other. I’m so excited about this conversation that we’re having today, Nicky. So, uh, if people have listened this far and they want to connect with you, how might they find you and connect with you to have an even bigger conversation about this?

Nikkie Handy: Yeah, absolutely. I’m on LinkedIn, Nicky Handy and I would I for me, that networking component is really about the tapping into the wisdom that lives in the collective experience that women in industry are having. So you don’t even have to be in early childhood care and education to connect with this message that I have with this work that I’m doing because I am quite positive. If you’re working, you know, through you, you are in a spa or you’re, you know, working in a pediatric clinic, that that you’re probably hearing things that connect to your own experiences and maybe you’re feeling that same sensation. It’s like, how do I break the glass ceiling? How do I get to the next level? Maybe I’m not being ambitious enough. Like for a female, sometimes ambition sounds like a dirty word. And no, I want to encourage more women to be ambitious. Because guess what? If you succeed, we all begin to succeed. And and I think grab on to that opportunity because we’re going to be riding your coattails. Let’s go.

Speaker4: Together.

Trisha Stetzel: Yes, absolutely. And by the way, it’s Nikkie in I k k I e n d e n d. So don’t mistake that for another. Nikkie Handy. I’m just.

Speaker4: This is the Nikkie you need.

Trisha Stetzel: That’s right. Absolutely. So, um, really thinking about Nicki, like, one of your favorite stories of somebody that you’ve mentored or coached, whether they’re in the current franchise that you’re in today or a place that you’ve been before. What’s one of your favorite stories about someone that you’ve stood next to and helped them rise to the top?

Nikkie Handy: So my one of my favorite stories, I actually mentioned her name earlier because I’m manifesting for you, Tiffany Alaniz. I’m manifesting for you that when I met this woman, I. I tell you the truth, she is humble. She is incredibly hard working. And she was overlooked for opportunity. Right? So she came into the organization that I was working with at the very entry level position that you could possibly come in at instantaneously. I knew that she was a wealth of talent that was just waiting to be tapped into. And immediately I felt almost like a sense of frustration on her behalf that I’m thinking to myself, girl, why have people not been like Tiffany Alaniz is the one Tiffany Alaniz promoter get her into the office. I don’t know, we gotta do something with this talent, but I, I said, put that aside because we’re going to start today. And immediately we started having fantastic conversations, fruitful conversations about what should be possible for her and where she needs to kind of build herself to to get to that next level. I cannot take credit for her success because, number one, she’s naturally an incredible person. Number two, I think it really just took someone looking at her and saying, you can do this, I’m going to be the one to give you permission, okay? And and number three, a lot of it has to do with her looking at opportunities and saying, no, I’m going to be bold enough to take it today.

Nikkie Handy: Today is the day. And so today she is she’s in charge of a massive implementation project in the state of Arkansas, and she is coordinating hybrid remote work in person. Mind you, starting from this entry level, level position and just handling it like a boss lady. And I’m looking at her and I’m thinking, I want to see your star rise. This is amazing. But keep going because there’s more there, there’s more there. And I want to see that, and I want to follow it, and I want to celebrate it. And I want to just feel the warmth of the glow of the after effects of that, because that, to me, is the exact recipe that that can be duplicated for other women who are probably selling themselves short and just need that right cheerleader at the right time.

Trisha Stetzel: Yeah, absolutely. And so, Tiffany, we’re manifesting this for you.

Speaker4: This is how we all are.

Trisha Stetzel: So much more there, so much more there for you. And by the way, sometimes as a coach, it’s enough to be there just to help the person you’re coaching with permission to move forward. Sometimes all they need, they need someone to stand in their greatness, right? And say, it’s okay for you to go do that. You’ve been thinking about it for a long time now. Go do it right.

Speaker4: Yeah, I.

Trisha Stetzel: Just I love that so much. All right, Nikkie, uh, as we start to get to the back end of our conversation today, what’s 1 or 2 things that you would like for, uh, the listeners, especially the female listeners, the strong, bold ones who haven’t yet taken that first right. Step forward. What’s your message to them?

Nikkie Handy: Two things I would say. Number one. Today is the day, right? I think decide that you’re going to be an ambitious woman and decide to be unapologetic about that, because when you frame it in the context of this larger conversation, it’s not selfish. You are succeeding for your family, you’re succeeding for your industry, and you’re succeeding for women everywhere. So be ambitious. That’s number one. Number two, we’re sitting here today to give you permission to stop limiting yourself. You don’t have to stop at the next level up. The C-suite is an opportunity for you. So start manifesting it. Start planning to get there and call me if you need some help on exactly how to get that that far. Because we’re going. We’re going.

Trisha Stetzel: Love that so much, Nikkie. Thank you so much for being on the show today. It has been just a blast of beautiful, fresh, ambitious air to talk to you today.

Speaker4: I just thank.

Nikkie Handy: You for the opportunity. I’m so excited to be here. And I’ll be following your career also because, you know, like attracts like. So you’re part of the tribe?

Trisha Stetzel: Yeah, absolutely. And again, if you want to connect with Nikkie, she loves to network. By the way. You don’t have to be. As she said in her industry she loves to connect with people. It’s n I k k I e e h a n d. You can find her on LinkedIn. I we may have to have you back again in 2025 Nikkie so we can have another.

Speaker4: I’m ready for it.

Nikkie Handy: I’m ready for it.

Trisha Stetzel: Love it. Uh, thanks again for being here. That’s all the time we have for today’s show. Join us next time for another exciting episode of Houston Business Radio. Until then, stay tuned, stay inspired, and keep thriving in the Houston business community.

 

From High-Risk to High-Tech: Revolutionizing Pregnancy Care

December 20, 2024 by angishields

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From High-Risk to High-Tech: Revolutionizing Pregnancy Care
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In this episode of Women in Motion, Lee Kantor welcomes Courtney Williams, co-founder of Emagine Solutions Technology. Courtney discusses her company’s mission to tackle the U.S. maternal health crisis through innovative technologies. Inspired by personal experiences, including her sister’s difficult pregnancy and her own high-risk pregnancy, Courtney highlights the development of products like “The Journey Pregnancy” app, remote patient monitoring software, and a handheld ultrasound device. The conversation also covers the importance of securing grants, building a strong team, and the challenges of managing a startup while balancing family life.

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Courtney-WilliamsCourtney Williams is co-founder and CEO of Emagine Solutions Technology. Emagine is tackling the U.S. maternal health crisis with technology to make pregnancy safer, lower cost, and improve outcomes. We’re your companion for a safe pregnancy. Courtney developed her company’s technology after developing preeclampsia in the postpartum period.

Emagine has been awarded the Arizona Innovation Challenge, Flinn Bioscience Entrepreneurship Grant, 2nd Prize in Pharrell Williams’s Black Ambition, and Department of Health and Human Services Postpartum Racial Equity Challenge and Hypertension Innovator awards. Emagine is also a National Science Foundation SBIR Awardee.Emagine-Solutions-Technology-logo

Courtney is a Marketing graduate from University of Arizona and received her MBA from Thunderbird School of Global Management. She has a background in customer analytics in Fortune 500 companies and international business experience in Africa and Latin America.

For five years, she served on the board of Open Windows Foundation in Guatemala, a public health and education organization.

Follow Emagine Solutions Technology on LinkedIn, Facebook, Instagram, X and TicTok.

Music Provided by M PATH MUSIC

Transcript-iconThis transcript is machine transcribed by Sonix

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX Studios, it’s time for Women In Motion. Brought to you by WBEC-West. Join forces. Succeed together. Now, here’s your host.

Lee Kantor: Lee Kantor here, another episode of Women In Motion and this is going to be a good one. But before we get started, it’s important to recognize our sponsor, WBEC-West. Without them, we couldn’t be sharing these important stories. Today on Women In Motion, we have Courtney Williams with Emagine Solutions Technology. Welcome.

Courtney Williams: Thank you so much for having me. It’s great to be with you, Lee.

Lee Kantor: Well, I’m so excited to get caught up with what you got going on. For those who aren’t familiar, can you share a little bit about Emagine Solutions Technology? How are you serving folks?

Courtney Williams: Sure. So, my company is Emagine Solutions Technology as you mentioned, we are on a mission to tackle the U.S. maternal health crisis with technologies to make pregnancy safer, lower cost, and improve outcomes. So, we have a few technologies that we’re working on that all integrate together to make the pregnancy care journey safer for patients and make it easier for providers to take care of them along the way. We have a patient app called the Journey Pregnancy. We have remote patient monitoring software for clinicians. And then, we also have our FDA cleared handheld ultrasound that works on cellphones and tablets.

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

Courtney Williams: So, originally, I got involved in this line of work, I was working a corporate job, and my sister had a really difficult pregnancy, and it really opened my eyes up to the fact that, wow, okay, maternal health can be dangerous, going on a pregnancy journey can actually be a dangerous endeavor, and I didn’t know that before. Luckily, my sister had a great outcome and she and her son are driving today.

Courtney Williams: But, you know, not everybody is so lucky. And the more I dug into this problem, the more sort of obsessed I got with just how the maternal health crisis in the U.S., we’re the most dangerous and expensive place in the developed world to give birth. And as the years go by, it’s actually getting worse. And believe it or not, Arizona – where I am located – is actually the top ten most difficult state in terms of maternal mortality in our nation. And so, being being located here, I wanted to develop technologies to help with this problem.

Lee Kantor: So, your background is in technology, not in kind of maternal care or health?

Courtney Williams: My background is actually in customer analytics. I mean, I worked in customer analytics and finance for Fortune 500 companies when all this started happening. And then, I left the corporate world to sort of start my own business. So, my background is on the business side much more than I’m not a provider at all.

Lee Kantor: So, how did you kind of build the team? Because you needed the technology people, you needed the maternal health care people, how did you kind of weave together the people to build your vision?

Courtney Williams: Absolutely. So, I am fortunate, an avid networker. And I have also a co-founder that he and I founded our company together, and he is the tech expert, so he worked at Google, Roche, Siemens, Philips on the software engineering side. So, I came with all these ideas, like, “Can we do this? Can we build a handheld ultrasound?” And then, we went through the process, found engineers that have this really deep expertise in how to make these ideas come to life.

Courtney Williams: And so, I got together a team and built our advisory board, et cetera, of people that are medical device industry experts as well as on the software side. And I shared my vision with them and they share the same vision, and so together we all have this idea that we want to make maternal health better for patients and for the providers that take care of them. And so, with the shared vision, we’re able to move faster and start developing these products and bring them to market.

Lee Kantor: When there’s such a challenge in the marketplace, how did you prioritize what to attack first?

Courtney Williams: Well, we started with our first technology, which was this handheld ultrasound working on cellphones and tablets because access to radiology can be such a challenge. Something like 50 percent of the world, I think it’s a little more now, I think it’s more like 55 or maybe 60, but no more than that, 60 percent of the world has access to radiology, and we sort of step back and think like, “Oh, my gosh. There are so many communities that are underserved.” And so, initially, when you think of maternal health, one of the first things that you think of is making sure that people have ways to track and and monitor fetal development and growth as a pregnancy journey goes on is an important part of making pregnancy safe, so that was the first technology that we decided to tackle.

Courtney Williams: We interviewed hundreds and hundreds of providers what pain points do they have. I got a National Science Foundation Grant to be able to research the pain points of providers regarding ultrasound. And we developed our solution based on our learnings and then we got our FDA clearance. And then, COVID hit and all of a sudden I was myself in a high risk pregnancy, and I developed preeclampsia in the postpartum period. And I had no way to communicate my condition, my blood pressure, my symptoms, or anything like that with my provider or my care team. And so, that personal experience that I had opened my eyes up to the fact that there is a missing link here between connecting the patient with the provider better. And that was the impetus to start our patient app and our remote patient monitoring technology.

Courtney Williams: And that, to be honest, has really been what’s really been taking off because given this personal experience and then having the experience of working with providers, et cetera, it helped us to develop the technology faster and better because we had built those relationships and we’re able to learn where the pain points were. Does that make sense?

Lee Kantor: Yeah, absolutely. But it’s interesting, the device came first, but it was your pregnancy that really spurred kind of this other side to the coin of working with the patient directly to just get better outcomes with better communication.

Courtney Williams: Absolutely. I don’t know if this is a result of COVID or if this is just how our our med tech industry is trending, but people really want to have more of a role in their healthcare now than they have in years past and in seasons past. And so, having more visibility into our healthcare data and trying to understand the insights so that we can ask better questions of our doctors – because we have so little time with our doctors. The doctors are overworked. They’ve got so many patients. They’ve got their plates full – figuring out how we, as patients, can kind of advocate for ourselves better and have more data going into our doctor’s appointments actually helps our providers. And so, that was one of the things that I learned as a patient. I got to come to my appointments better prepared and ask better questions, because otherwise I’m not going to come away with the knowledge that I need.

Lee Kantor: So, how does your technology help the patient ask better questions and, number one, have access to be able to do that, but also to know what to even ask? Because a lot of patients, you know, they just do what they’re told or they want to avoid the doctor altogether, one or the other, both of which are not great.

Courtney Williams: Right, right. Well, the interesting thing is, with pregnancy, it’s sort of a different setup because for many people going through pregnancy, it’s their first time really dealing with interacting with the medical system, and having to navigate and go to scheduled appointments, et cetera. So, as sort of an entree into the medical system, we, as patients, I’m speaking for myself, we don’t know what we don’t know.

Courtney Williams: So, the way that our app works is, you know, this is a free app and you download it. It’s available on iOS and on Android. And the idea is that in just a few minutes a day, you log and track your maternal health, your pregnancy health, your blood pressure, your blood glucose, your mood, your weight, any number of factors. And then, you have trending data over your pregnancy that you can share with your provider.

Courtney Williams: Why is this important? First, so many apps today that serve pregnant patients are for entertainment, essentially. For example, you’re 30 weeks and your baby is the size of a cantaloupe. That’s great, and that’s entertaining and that’s fun, and that’s helpful to some degree, but it has no way of helping you with your maternal health. And maternal health is the problem that we’re all facing today. There’s a shortage of OB GYNs. The rates of preeclampsia and gestational diabetes, two main complications that can arise, those are going up, 19 percent and 16 percent respectively.

Courtney Williams: And so, the idea here is that this is a tool to give you insights about your health. It gives you a space to log all your questions for your doctor so that you have those ready when you go into your appointment. This is something where you can ask a virtual doula questions on the app, and it will give you immediate answers to any pregnancy, or postpartum, or newborn child rearing question that you might have, that you might not have time to ask your doctor or you might be embarrassed to ask, so these are resources that are available.

Courtney Williams: One more piece here is that you can integrate your Fitbit and/or your blood pressure cuff, if you have a Withings blood pressure cuff. That way, you’re taking your blood pressure and it’ll come right into the app. And if your number is out of the CDC recommended range for pregnancy, it’ll give you an immediate notification, and Say, “Hey, it looks like your numbers are out of range. You should follow up with your doctor.” So, things like preeclampsia, like what happened to me, don’t come up as a surprise to a patient.

Lee Kantor: Right. It seems amazing in today’s time where people have access to a lot more data in real time, that more devices and apps don’t play nicely together to communicate kind of the important things and to help you prioritize this is something to pay attention to. Because when you have data, sometimes the data is overwhelming and you stop seeing it after a while because you see it all the time.

Courtney Williams: Definitely. Yeah. That’s one of the things that, actually, when we’ve been working with the healthcare providers, like doctors, midwives, some of the things that they’ve been saying is – especially doctors – they’re like, “We get alarm fatigue.” If there’s something that’s telling us that there’s something wrong and we get notifications day in and day out that there’s an issue, it kind of leads to you kind of get glazed over, like you were just saying.

Courtney Williams: And so, we built our platform for providers so that they can see their patient’s data in real time, but we’re only letting them know if there’s something really, really urgent that’s happening. And it’s always on the onus of the patient to follow up with their doctor is the way that we have set up our technology to really improve the communication between patient and doctor, and not add more burden to doctors who already kind of don’t have enough time on their plate.

Lee Kantor: So, now, is this up and going? Where are you at in the growth of the business? Is this an ongoing concern or is this an idea that you’ve just launched or are you at a startup? Like, where are you at in your kind of life cycle?

Courtney Williams: Definitely. This is live. Thousands of people have downloaded our app, The Journey Pregnancy, and are using it this year. Right now, we’ve provided hundreds and hundreds of blood pressure alerts to patients whose blood pressure have gone above that recommended range for pregnancy, of that 140 over 90. And that means more patients have been more informed about their risks in pregnancy and have followed up with their doctors. We have a number of different clinics that are already onboard and using this technology with their patients. We’re just getting ready to onboard a new federally qualified health center. And this is something that is actively helping both patients and their providers have safer pregnancies.

Lee Kantor: So, what was it like when you launched and it was live in all of the app stores, and people were downloading it and they’re using it, and you got that first signal where somebody has now just been signaled that something’s up, and then they’re going to react, what was that like for your team to see it actually helping someone?

Courtney Williams: The first sign that we had that was like maybe this is some good product market fit, that magic thing that all startups are looking for was, my husband was at the movies with some friends, and he texted me, he’s like, “Oh, my gosh. You will not believe what happened. I was in the theater and I looked over, and there was somebody on their phone and they were using the app.” And I was just like, all right, wow, that right there shows you that this is something that is helping people. People are finding it. It’s striking a chord in a sense of giving a tool to somebody to be able to manage their pregnancy. So, that was the first sign like, oh, things are starting to click.

Lee Kantor: Now, you mentioned having a robust network and networking is important to you, how was that in terms of getting funding for the startup? Because the venture you’re doing is not something that a lot of people can bootstrap, like this requires a lot of resources.

Courtney Williams: Oh, definitely. Right. So, there’s sort of two different ways to go about building – well, I saw two different ways to go about building this. So, first, we have been bootstrapping for as long as humanly possible. We are extraordinarily careful with how we deploy the capital that we have invested. So, bootstrapping was the first way. But then, you can only get so far with bootstrapping, like you’re indicating, especially for something that’s in digital health where you’re having to deal with regulatory systems or software development. Unless you have the expertise and the specific time to do it, a software development can be a huge cost driver.

Courtney Williams: So, we saw two paths. One, venture funding, and two, non-dilutive capital. And as much as I would have loved to just go right to an angel group and say here’s my ask, here’s how much I need, this is what I want to build, that would have been a great route to start off with, but actually I chose the non-dilutive funding route. So, going after as many grants as possible to fund our innovation. I did that for two reasons, and we continue to be grant funded right now actually.

Courtney Williams: I’ve done this for two reasons, because first, getting grants provides credibility through the organization. We’ve gotten grants through Department of Health and Human Services, through National Science Foundation. And I believe that the credibility and the knowledge that those organizations bring to us is invaluable. And so, that then raises the level of our startup, I do believe.

Courtney Williams: Secondly, we’ve gone after grants and non-dilutive funding because, as I’ve mentioned, we’ve been really, really careful about how we deploy our capital, because when you’re doing digital health, there are all these unexpected surprises that come along the way anytime you have a software project. So, I think that grant reporting is very strenuous and it’s very exacting. And I think that discipline that working with grants brings makes us a more valuable company, and it makes us more frugal in the areas that we need to be frugal. And it helps for the overall longevity of a company like ours that can take some time to take off.

Lee Kantor: Right. And it seems like when you’re working with a grant, it’s almost like an endorsement from them when they give you a grant. So then, you can use that as that social proof you need that we must be onto something, these people have given us a grant for it.

Courtney Williams: Absolutely. Yes, 100 percent. Especially getting federal funding, it’s extraordinarily competitive to get these grants that are called SBIR, Small Business Innovation Research. And we’ve gotten phase one grants through National Science Foundation for SBIR. We’re now in a phase two grant SBIR. And each of these has been an important milestone to validate what we’re doing, so that’s absolutely the case.

Lee Kantor: Now, who is your ideal customer? Are they hospitals or just the general public to download the app? Who do you need more partnerships with?

Courtney Williams: Yes is the answer. Our thesis, really, in growing our company is that we want to partner with as many different entities in the spectrum of maternal health as possible, because no one entity is going to make the U.S. maternal health crisis go away. We’re going to have to partner for this issue to be tackled. So, our first primary focus is on the patients with our patient app, making it accessible to people, making our patient app free, a tool that anybody can use if they so choose.

Courtney Williams: The primary people that use our app are first time pregnant parents as well as those with a risk profile. So, somebody like me, for example, I know I have predisposition to preeclampsia and hypertension and pregnancy. This is the app. I’ve used my own app in my own pregnancy to be able to monitor my health. So, somebody like that.

Courtney Williams: Secondarily, also, our target is innovative OB-GYNs and healthcare providers that want to have more visibility into how their patient’s health is between visits. And so, our technology is enabling those doctors to see between these visits, how their patient’s blood pressure is, how their mood is, what symptoms they’re experiencing, et cetera. So, those are the main focuses.

Courtney Williams: Down the line, we hope to make more connections with hospitals and more integrated delivery networks, and eventually the insurance folks that provide the payer plans. But that’s down the road. And right now, we’re really just focusing on serving patients the best that we can to have them feel safe in their pregnancies.

Lee Kantor: Now, why was it important for you to become part of the WBEC-West community? What did you hope to get out of it and what have you gotten out of it?

Courtney Williams: So, first of all, going through the certification process is, I think, an important activity and an important milestone for any verified business. The rigor of getting certified, I think, is a great exercise for leveling up your business. And these were all steps that we needed to do anytime we apply for a federal grant is to to go through something similar to the certification process. So, we’ve already been through this sort of rigor, I would say, for the startup and we’re ready for this.

Courtney Williams: And we serve women and their families, and an organization that certifies women in their businesses so that they can have access to more opportunities, there’s a lot of alignment there. There are a lot of businesses that see the value of women-led teams, women-owned businesses as value drivers. There’s lots of different publications out about how women-owned businesses deploy capital in a really, really strategic way compared to their counterparts, and I believe that we reflect that.

Courtney Williams: WBENC has all sorts of different opportunities to connect with other types of industries, and it has given me an opportunity to think differently about my business and how we can serve women that go through the pregnancy journey that maybe aren’t in the healthcare space. So, for example, offering this as a workplace benefit. There’s so many different ways that this networking has opened my mind as a business owner and has helped me learn from others who are excelling in their businesses in different industries.

Lee Kantor: Now, any advice for the listener out there who might be thinking of starting their own business? Like, how do you balance being a founder and having a family, and kind of creating that equilibrium that allows you to live a fruitful life?

Courtney Williams: I’m learning that as I go. Through my startup journey since I started my business, I’ve actually had two high risk pregnancies, and I’ve gotten preeclampsia twice, and given birth twice. And so, having really super young kids and newborns while being a startup founder, while managing sort of being chief medical officer of my family, but also being chief executive officer of my company, managing my time has been the most important piece that I can figure out. So, I’m extraordinarily careful about how I block my time. And I literally set calendar reminders on my calendar for everything, not just business appointments, but personal things as well.

Courtney Williams: I set a reminder to myself, a calendar invite to myself to do yoga, to go to the gym, for family events so that I am present both for my business and I am also present for my family, and I’m also present for myself, and make sure to work in time to take care of my own health. Because if I don’t take care of my health, nobody will. That’s on us. But us, as women founders, we often have a lot of other hats that we’re carrying, so my strategy has been to manage my calendar so that I can be sure to manage these priorities.

Lee Kantor: Now, if somebody wants to learn more about the app or Emagine Solutions Technology, the website, what’s the best way to connect?

Courtney Williams: There are lots of ways that you can connect with us. We are on the web at emaginest.com. You can find us on TikTok, @thejourneypregnancy. We’re also on Instagram, @emaginestech. One plug I’ll say is, we’re actually embarking on a really exciting and innovative research project right now where we are recruiting folks that are currently pregnant to participate in a research study that’s funded by National Science Foundation. They can get all sorts of blood pressure monitoring technology and a free Fitbit, as well as a digital gift card for participating and, really, being a part of the cutting edge of some new technology that’s coming out. And so, if you know anybody that’s currently going through the pregnancy journey, if you please refer them to our website or even to send us a direct message on Instagram or on TikTok to participate in the study, we would love to connect.

Lee Kantor: And they can be at any stage of the pregnancy, like halfway through or just starting, it doesn’t matter?

Courtney Williams: Yeah, that’s absolutely the case. Yeah, we’re recruiting particularly during the first trimester, but we have bandwidth to to accept people that are further along.

Lee Kantor: Well, congratulations on all the success and the momentum. You’re doing such important work and we appreciate you.

Courtney Williams: Well, thank you so much for shining a light on maternal health. This is an issue that touches all of us. Maternal health isn’t just for people that are pregnant, but it’s also for a reflection of our community. We’ve got to take care of the people that are bringing on the next generation in order for us to have a healthy society. So, thank you for shining a light on maternal health and for giving me the opportunity to meet with you today.

Lee Kantor: All right. Courtney, thank you for sharing your story. All right. This is Lee Kantor, we’ll see you all next time on Women In Motion.

 

Tagged With: Emagine Solutions Technology

Jackson Griffeth with Cherokee Family Orthodontics and Josh Nelson with Nelson Elder Care Law

September 19, 2024 by angishields

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Cherokee Business Radio
Jackson Griffeth with Cherokee Family Orthodontics and Josh Nelson with Nelson Elder Care Law
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Brought to you by Diesel David and Main Street Warriors

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Jackson-Griffeth-bwDr. Jackson Griffeth, aka “Dr. Jackson”, with Cherokee Family Orthodontics, believes orthodontic treatment can be a life-changing experience and is intentional about keeping it fun, exciting and always positive. He recognizes the trust his patients put in him and that motivates him to provide the best possible care.

Originally from Gainesville, Georgia, Dr. Jackson was a walk-on football player at UGA, finished co-valedictorian at the Dental College of Georgia, and attended Virginia Commonwealth University for Orthodontic residency. After graduating residency in 2021, he achieved board-certification while working in private practice. Cherokee-Family-Orthodontics-logo

Dr. Jackson competed on American Ninja Warrior in 2017 and hopes to make it back for another shot. In the meantime, he’s competing for Best Dad of his three kiddos Rebecca, Bear and Maggie. He and his wife Katherine love outdoor adventures and you can often find them at Olde Rope and Blankets Creek mountain biking and running.

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Josh-Nelson-bwJosh Nelson is passionate about helping families protect their assets through effective legal, tax, and financial strategies.

In addition to his Juris Doctorate, Josh has a Master of Accounting Degree in Taxation. This education empowers him to navigate the complex integration of laws surrounding taxation, asset protection, and securing the future for the people you love.

Josh is active in the community, building relationships with people, organizations, and key businesses. He has developed strong alliances in the senior industry to provide holistic solutions to his clients. Since 2014, Nelson Elder Care Law has helped more than 5,000 families protect their loved ones.

Josh is a sought-after speaker for professionals like Certified Public Accountants, Certified Senior Advisors, real estate agents, social workers, and financial planners, in addition to civic organizations like Kiwanis and Rotary Clubs, and churches.

Follow Nelson Elder Care Law on LinkedIn and Facebook.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

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

Stone Payton: Welcome to another exciting and informative edition of Cherokee Business Radio. Stone Payton here with you this morning. And today’s episode is brought to you in part by our Community Partner program, the Business RadioX Main Street Warriors Defending Capitalism, promoting small business, and supporting our local community. For more information, go to. Main Street warriors.org and a special note of thanks to our title sponsor for the Cherokee chapter of Main Street Warriors Diesel David, Inc. please go check them out at diesel. David. Dot com you guys are in for a real treat this morning. First up on Cherokee Business Radio, please join me in welcoming to the broadcast with Cherokee Family Orthodontics. Mr. Jackson Griffeth. How are you, man?

Jackson Griffeth: Stone I am good. I’m thrilled to be here. Thanks for having me.

Stone Payton: Well, we’re excited to have you in studio. You and I have come across each other at a couple of these networking gatherings. Anywhere. There’s free food and beer, you know, color me there. Right? That’s it. But it’s good to have you in studio. What brings you to to Cherokee? Why? Open office here, man?

Jackson Griffeth: Man, we were living a beautiful life in Asheville, North Carolina before this up in the mountains, and we thought we were going to be there forever, you know? Um, and then my wife and I really started having some, um, some direction from the Lord last year. We were knowing that we were going to start a practice somewhere. So I finished residency. I’m an orthodontist, finished residency three years ago now, and we went to Asheville, North Carolina, worked there, and I was an associate in a great practice there and really wanted to start my own practice, had a vision for how I wanted to run a practice and wanted to do that. And we really started looking around for where is that going to be? And we were paralyzed. I mean, I have a tendency for analysis paralysis. I’ll maybe get into that later. But we were paralyzed not knowing where we would do it. And then when we really started taking the pressure off of figuring out, all right, where are we going to do this startup for the rest of and B for the rest of our lives? And thought, you know, where is this next season? Where does God have us in this next season? Woodstock really started coming to come into light in so many ways.

Jackson Griffeth: There are a couple of things that really drove that one is that it was an area that we felt like, hey, this this place needs a new orthodontic practice where we’re posting up. There’s really not one, right, really close to it. And there’s all kinds of kiddos and adults around who could use help and use some treatment. It had a vibe that we really liked. We loved the connectivity of Woodstock and the just promotion of togetherness and how physically it’s connected very well. We live just down the street from our practice and from downtown, and we just love the connectivity of that. And then thirdly, my wife’s from Marietta and I’m from Gainesville, and it’s a great central spot in between where our parents still are. And we have a five, four and a two year old. Oh, my. And um, and so we wanted them to be around their grandparents. And so this is a great spot for us to be able to share them with each of them.

Stone Payton: So are we living up to our advanced press? Are you finding the business community and the community in general is embracing you guys.

Jackson Griffeth: Absolutely. It’s been robust. The networking events, as we have we have met at have been awesome. Haven’t even touched the surface there, I would say. And as we meet more and more people, everybody’s just been really supportive. So it’s been good. It’s been a wilderness year for year for us, uh, in the sense that we left and we bought this building last year and had just ever so slowly made our way to opening next month. And we’ve had so much support along the way.

Stone Payton: So where are you going to be?

Jackson Griffeth: So it is on Main Street in about a mile and a half north of downtown Woodstock. It’s on the corner of JJ blow, which is technically Brooke Boulevard, but the road that J.J. Biello Park is on and on Main Street. So just as you pass the Ace Hardware heading north from downtown, it’s the next building on the right.

Stone Payton: Oh, fantastic. I mean, my hat is off to to you, for it’s my impression that there’s a tremendous amount of forget about the heartache and the mental and all that, but just the capital investment to go into an orthodontic practice. I mean, if the bottom falls out of my business, guys, everything you see in this room, I can have in the cab of my truck and be at the house in a half hour, you know. But that must. I mean, surely these were you and your wife had to have a lot of really heart to heart conversations before investing that kind of capital and time and energy and resource. What was that like? Because you you mentioned you were already in a practice at that time, right?

Jackson Griffeth: That’s right. Wow. So it’s a it’s a very true statement. I mean, we are in we are heavily invested in Woodstock, Georgia right now. I mean, heavily and and that feels good. It feels like that’s the way it should be. Um, I’m a big believer in having skin in the game and whatever you’re doing, and we, we have even more than skin. We got. We got the whole body in the game here. Um, but it was a big move. It was a big move. We were living in Asheville when we bought this building. We we knew we wanted to be right around this pocket of Woodstock that we’re going to be located in and looked at some, some different lease options. And then this building was for sale and we thought, gosh, what a what a fun spot that would be to be able to practice out of. And so we, um, you know, we don’t we have no experience at real estate. We have no experience in anything. We bought this building in the last year. We have learned a lot about real estate and and development and and yes, we are we are investing a ton into it. And so yeah, you’re right. It’s it’s not something that we plan to just close up shop in a couple days.

Stone Payton: Well, we’re all pulling for you. We’re going to continue to follow your story. You mentioned early in the conversation running an orthodontic practice your way, the way you want to say more about that? What is your way or your vision of how you want this to be done?

Jackson Griffeth: Yeah, well, first thing I’ll touch on is just is just that ownership piece. And so being an owner of a practice, there’s so many, um, so many practices now are corporate owned and some corporations do things really well. Some don’t. And so I won’t say that’s a negative thing, but I do believe the right move for me right now was to own a practice and to build a culture in a practice. Culture is a big piece of what drew me to orthodontics. I think you can have an environment and an atmosphere that is fun and encouraging, and that starts with the team that you build. And so, um, owning that practice we were going to people often ask us, oh, who’s your partners? Who’s your are you, what company are you with? And it’s it is literally just us. And we just hired our first couple of assistants and they are going to be just an awesome beginning to the the business family. So so that’s one piece of it, that vision of creating a great employee and ownership culture. And then two, I really believe that we as orthodontists have a great opportunity to be a part of someone’s transformation. So if they come to us, sometimes it’s parents bringing their kids, and the kids don’t know what what’s going on. But a lot of times it’s adults and they’re saying, you know, I’ve always wanted to have a nice smile and and now is my chance. Or even for kids, there’s this there’s this total transformation that people go through when they are changing from a seven, eight, nine, ten, 12 year old to a 14 year old.

Jackson Griffeth: And to be a part of that is a real opportunity. And so my vision is to have a practice that uniquely encourages the the heart, not just taking care of the teeth and giving a nice smile. Our practice tagline is let your soul shine. And and I think that in orthodontics or excuse me, the smile is a is in my mind the window for the for someone’s personality or for their soul to shine through. And when you have a confident smile, it just it just shines through brighter and easier and someone feels more willing to let that shine through. And so directly speaking, we’re going to we’re going to treat them well and encourage them and just treat people like people and not just another mouth in the in the chair. And then indirectly, one thing that’s going to be unique about our practice is that we have a library of resources, an actual physical little library bookshelf in the reception room, but also a collection of resources, summer camps, um counselors, various various businesses and individuals that we’re just going to put before our patients and their families and say, hey, if you’re interested in any of these, these are just some awesome people that we believe can help change your life while you’re going through treatment. And and some of those are giving us discounts on their products things like that. But but yeah, that’s that’s I would say I’ve never heard of anybody else doing that. And that’s something that I’m really excited to, to provide.

Stone Payton: I think it’s great. Now when it comes to hiring, you have to take into account this different climate culture that you want to build. What was the hiring like? Did you I mean.

Jackson Griffeth: Yeah, we I mean, I leaned heavily into Patrick Lencioni, who’s a management consultant for learning how to to build a good culture. He’s got some great books and, and some other resources. But but here’s the thing. I, I, from the get go, established some core values in the practice and really spent an inordinate amount of time on developing these core values and, um, And what they are right now. And I know that may change as our team grows, but what they are is it’s the it’s the acronym is Shaka Little. The little Hawaiian Shaka hand symbol. But what it stands for is serve like a ninja. So we’re looking on the prowl for ways to make people’s day. It’s to have fun. So enthusiasm is a big is a big maker of a good culture. It’s to act like you own the place. And so it’s, hey, if you got an if you got a challenge or an opportunity to to make the place around you better to make somebody’s day better, that’s what we’re going to do is to keep it simple. Because I believe whenever business is done simply and techniques and procedures are done simply, it gives us more margin to look that person in the eye and treat them like a human being, instead of just being stressed about whatever procedure we’re doing. And then it’s to always improve. So just enjoy work and just always get better. So anyways, so we, my wife and I sent out a video of ourselves to various candidates who we found through various means, asking them to send us a video back.

Stone Payton: Oh, that’s an interesting idea. Yeah.

Jackson Griffeth: And so they sent us a video back answering certain questions that we asked them. And in that way, we really just found some gems. And I think some people were even interested in working for us. That wouldn’t have been otherwise if we hadn’t approached them with that creative method. And, and then from interviewed from there and, and honestly, just God’s provision in bringing some good people and good timing into our lives that we couldn’t have orchestrated. So we’re really excited about our first two team members.

Stone Payton: So how do you get new patients? Is there a sales and marketing aspect to an orthodontic practice, or is it all referral, or do you have to get out there and shake the trees like me and Josh?

Jackson Griffeth: Yeah, there’s a lot of that. Orthodontics is unique because you it’s not like a dental office where you go a patient goes to a dentist, and that may be the dentist for the rest of their life. Inherently an orthodontic process is finite. And so people want it to be as finite as it can be, you know. So you start treatment and then you’re done with treatment. And so it’s an always, um, it’s an always going, uh, need to find new patients. And so yes, traditionally that’s it used to be only by referrals. And so dentists would send patients to the orthodontist and say, hey, yeah, we, we respect Doctor Griffith down the street. You should go see him. And that’s how patients would find us. It used to be only that way. And you weren’t even allowed. It was illegal to advertise. Yeah. And so that has flipped quite a bit. Now, there are the majority of our patients find us through just direct promotion, advertising, getting our name out there. And then it depends on the community for sure. And we’ll we’ll discover what Woodstock is like in terms of dentists. A lot of dentists choose to do their own treatment in-house, like Invisalign or something like that. And, and, and don’t refer as much. And then some say, hey, you know what? We’re going to leave that to the professionals. We’re going to send everybody. And so it depends. But yes, the biggest thing I would say that we’re focusing on is relationships and being a part of community events, getting to know our dental neighbors and and then investing in our patients and asking them to bring people, more people like them to us.

Stone Payton: Sure. So I guess I didn’t think about that when I asked the questions. But dentist, those are very important relationships that you need and want to cultivate. I hadn’t thought about that. I was I was thinking in my mind, like reaching the, you know, the end user consumer with kids that are that are that age. But you do you need and want to cultivate those relationships. That’s right. With other practitioners.

Jackson Griffeth: And so that’s what we’ve started with from a, from a marketing perspective, is we’ve been going to go visit the dental offices.

Stone Payton: Yeah. And now I’ve hooked you up with Josh. So you’re you’re awareness marketing credibility authority. We’ve checked that box, baby. Boom. We’re going to. We got Josh Nelson in the studio as well, and he’s coming back to the Business RadioX microphone to share some ideas with us and get us caught up on on his work. But I’ll, uh, I’ll send you a bill.

Jackson Griffeth: Yeah. Yeah. Thanks.

Jackson Griffeth: Uh, right now, it just would be on a big pile so I wouldn’t even notice.

Jackson Griffeth: That’s right.

Stone Payton: Oh my goodness. I don’t know when you’d find the time trying to get this thing off the ground, but, uh, interests, passions, hobbies, pursuits outside the scope of your of your work. My listeners know that I like to hunt, fish and travel. Yeah. Anything you nerd out about other than other than orthodontics.

Jackson Griffeth: That’s right. Well, it’ll sound boring, but the biggest thing right now is just trying to be a good dad and a good husband. I got my little ones and. Oh, yeah, and my wife, we just had our ten year anniversary on Friday. And so investing in those relationships is, um, is very time consuming. But there’s I mean, there’s things I love doing. I love being outside. Um, it’s been seven years ago now, but I was on American Ninja Warrior in 2017. And those that style of just getting out and and, you know, finding fun things to play on it is still my jam. Um, here in Woodstock, I love to mountain bike, so I’m thankful for our blankets and rope systems. Uh, and so those are the those are the big things.

Stone Payton: You just never know, do you? American ninja warrior. How cool is that?

Jackson Griffeth: It was awesome.

Stone Payton: That is fantastic. All right, man, let’s make sure that our listeners have the coordinates where the where the shop is going to be and and when and how they can reach out to you. Whatever is appropriate and helpful for you.

Jackson Griffeth: Yeah. Thanks for giving me the opportunity to. Yeah. Spread the word. And the details are again, our location is and our name actually I’ll start with that is Cherokee Family Orthodontics. There’s a lot of Cherokee around. There’s Cherokee Dental, there’s Cherokee Orthodontics, various things. Sorry for the confusion. We go by CFO for short. So our building is located on Main Street in between Ace Hardware and Pampered Beauty Bar and Spa. It’s right across the street from the Bell Industrial Park on Main Street. You know, a lot of people have been noticing it’s been under renovation. We just painted it a dark blackish grayish color. And so that’s where it is. Our website is Cherokee Family orthodontics.com. We have Instagram CFO smile. We’re doing fun stuff on there. And we are currently scheduling patients. And so whether that be coming to me in that office over in Acworth, that in Kennesaw that I’m able to see people at now or in our building. Late October appointments can be scheduled by calling, texting and going online. And and then again, just unique factors. What we got going on right now is that we have we’re a family owned practice. We are. Absolutely, like I said, heavily invested in. You’re all in in your success as a patient. Uh, our results are going to the dentists, and the dentists are going to say, yeah, I like that work or no, I don’t like that work. I’m not going to send any more. So we’re very invested in great results and a great experience. And um, and we do a lifetime guarantee on our treatment also. Oh, wow. And so that’s something that I saw happen. People would have a kid would not recognize the value of their treatment. They’d come back six months later, never wore their retainer. Boom. And moms, faced with a mom and dad are faced with $3,000 to fix it. Um, we’ll retreat that kid for free. So, um, that’s those are our. Those are kind of our our two big things that we want everybody to to know. And the space is going to be beautiful. So excited to invite people into it.

Stone Payton: Well, they are two big things and really looking forward to seeing the space. Congratulations on the momentum man. We’re going to keep following your story.

Jackson Griffeth: Thank you. Thanks so much for for letting me spread the word. We’re very excited about it and confident it’s going to be a good, good, good service for folks.

Stone Payton: My pleasure man. Hey, how about hanging out with us while we visit with our next guest?

Jackson Griffeth: I would love to learn more about Josh.

Stone Payton: All right, next up on Cherokee Business Radio this morning, please join me in welcoming back to the Business RadioX microphone with Nelson Elder Care Law, the man himself. Josh Nelson, how have you been, man?

Josh Nelson: Absolutely amazing stuff. I appreciate you having me on. So excited to be with Jackson here. You know, we just celebrated ten years here on Town Lake. And so to see somebody that’s just getting off to a good start and sounds like he has such a good foundation. You know, funny enough, we use core values in our hiring. We use the entrepreneurial operating system. And it’s a real big impact to make sure you have the right team. So I’m really excited to see what Jackson does over here at, you know, Cherokee Family Orthodontics. But even more importantly, I got a 12 year old that just got that referral. So we’re definitely going to have to connect after this.

Stone Payton: That’s great. I’ll be there. See you there. I’m the mega connector. I’m that guy in Cherokee. No, I’m glad you guys are going to going to get together. So I’ve got new questions around trust and estate planning and all that stuff. But let’s just for, you know, anybody that the two people in Cherokee County that don’t know about you guys, just give them a little bit of an overview, mission, purpose, that kind of thing.

Josh Nelson: Yeah. The biggest thing we do at Nelson Elder Care Law is help people plan for their senior years. You know, elder law is a little bit of a misnomer. I have plenty of clients, over 97, clients over 100, and they still tell me they aren’t old. So I get that. Nobody’s ever going to be like, I’m elder. But really, where our focus is, is people traditionally 45 to 55 and up that are trying to make sure that as they go into retirement, they have all their ducks in a row. A lot of times our kids look to us as the ones that should just have everything taken care of, because we taught them so much. We want to make sure that you can kind of live out that responsibility for your children. And then unfortunately, a big part of our practice is people that haven’t prepared. You go talk to your parents or your grandparents, and you think that they got all the ducks in a row and all of a sudden they get hit by a diagnosis like Parkinson’s or Alzheimer’s or a stroke. That’s what we call crisis cases. And unfortunately, that does make up a significant part of our business. But we got ten years experience handling those things. We treat it sort of like Jackson is talking about from that holistic, expert like experience. It’s not just about coming in and getting legal paperwork. We want to make sure you have the right tools, and a lot of times the right tools is a budget, a plan, a referral to a placement agency, working with what your options are for care, knowing how the state government can help support caregivers coming into your home. Because we acknowledge that most people want to stay at home. But if you get so sick that you can’t. We’re happy to help you transition to.

Stone Payton: So this is a very right in my field of vision right now. My folks I grew up in Pensacola, Florida. Mom and dad moved up about nine months ago. They lived two minutes away, right down here off of Dupree, 82 and 84. Um, and I, you know, my brother’s coming up this weekend to hunt, but we also are going to have some conversations about things that we should be mentioning to mom and dad. You know, do we need to have that family meeting? You know. You know, is there a three ring binder in dad’s office desk drawer? Do we need to talk to somebody? And I gotta believe we’re not the only ones that have probably already put it off longer than we should have. So any counsel advice you have about how to approach the conversation? Misconceptions that because rusty and I may have some preconceived notions about what? Yeah. Lay it on us.

Josh Nelson: Yeah, absolutely. Um, that’s kind of the normal avatar, or kind of what our clients are going through. What a lot of people don’t realize is that often we’ll meet with, like you and your brother or just you, and then you kind of relay to your brother. That’s why we offer free visits with our legal team, because we understand getting mom and dad on the ball might be a very serious conversation. I would argue that instead of you just barging into that, you get some help from us to be able to say, how do we phrase that conversation? How do we structure that conversation? Because your parents are going to be somewhat a little blown away whenever, you know, we don’t want them feeling ambushed whenever all of a sudden you and your brother sit down after hunting and they’re like, hey, Mom and Dad, we need to do this, or I want to. I want to handle your bills. No dad and no mom are really going to love that kind of conversation. So how do we ease into it? How do we make sure that they know that we’re not taking any power away from them? We’re just helping them get everything structured.

Josh Nelson: So in case something does, you know, kind of come their way, you guys know where it is, you know how to step in. And so a good portion of our clients actually come from their kids stepping up whenever somebody has it. And like I said, the problem is you’ve seen somebody at work, you’ve talked to somebody at church who they thought their parents had this stuff in a row. They thought they had that three ring binder buried somewhere. And then unfortunately, something happened and we couldn’t find it. So, like, even with us, whenever we do a plan for somebody, we give everybody PDFs they can keep on their phone that are actually just as legally valid as like the formal paperwork in that binder. So say that even though your parents live two miles away, you get that call that dad was in a car accident, or he went up to North Side for some reason, rather than you having to drive over to his office and find that paperwork, you can go straight to the hospital, have it on your phone, have full authority just from that PDF.

Stone Payton: So I got to believe that there are more than a few misconceptions, preconceived notions that are just off track, that just people walk in and they don’t quite have the right frame for this. Do you run into that?

Josh Nelson: I think there’s a lot of misconceptions out there, and part of it is because the rules change state by state. So especially if you moved from like North Carolina, like Jackson did. Asheville is beautiful. I love it over there. But their rules are a lot different than they are here in Georgia. And so you get somebody that moves from a different state and they assume those rules moved with them. And Georgia can be very different. A lot of our rules are super beneficial. You just got to play by what our guidelines are. And so like just as recently as July here in Georgia, we changed a really cool thing for homeowners that allows them to be able to skip probate, which is the legal process of transferring stuff from somebody who passed away to their loved ones without a trust, without doing any kind of like, weird stuff. The big advantage of that is it lowers the cost of estate planning significantly. So a lot of people are scared to even talk about a trust because they know it’s expensive. It is. But now our legislature has this really cool thing called a transfer on death deed that allows for you to be 100% owner of your property.

Josh Nelson: And if something happens where you pass, you can designate who it goes to. So think of it sort of like a beneficiary on your IRA or a beneficiary on your bank account. Those people don’t own anything while you’re alive. But then whenever you pass now all of a sudden they own it without having to go through a court. This is really cool because what we see a lot of people do that’s really uncool. Really silly, if you think about it, is add their kids to their deed. And that’s a big mistake. Not only do you have to get them to sign off if you ever want to move or refi, but if they ever get divorced, they ever get creditors because of hospital bills. Now all of a sudden they’re a part owner in your house. And so this allows our legislature to say, hey, if something happens to you, let’s give it to your kids without having to have those complications during their life.

Stone Payton: So you’ve been at this a minute? You’ve what are you at this point in your career? What are you finding the most rewarding? What’s the most fun about the work for you these days?

Josh Nelson: Um, I think growing the team. So I think Jackson’s off to an amazing start by making sure that he’s cultivating that right away. You know, last time I was on here, we kind of spoke about, you know, I’ve been doing this for ten years now. And whenever I first started, I probably didn’t have the team right. I came from more of a logistics background. So it was kind of like, get the systems, get the processes down, and then just get people to work the systems. And what I found was we get a lot better results if we get really, really qualified people in the way that we say qualified is that they meet our core values and that they really, really care about the individual across from them. So making sure that the schedule is open enough that we don’t need to charge billable hours. Whenever you come in, you don’t get charged for the time you play a flat rate that you know up front before you even get started. And then if it takes more time, it takes more time. And we want to make sure that you’re really comfortable. We expect that this is the kind of thing that’s really only done once in your lifetime. This isn’t the kind of thing you need to come in every three years, five years, something like that. Once you get into your 50s, this stuff’s pretty much sorted. Your decisions aren’t going to change drastically. We can always adjust things and make changes, but for the majority of our families that we help, they’re going to come in, do this once. We want to make sure that it’s a relationship and not just a transaction.

Josh Nelson: And so I think just like Houston, the part I love most about my job is meeting people, learning about them, being able to solve their problems. You know, for so many attorneys, whenever somebody comes in, they kind of have this curse of knowledge. They’re saying, you know, oh, you have a problem with a nail, let me hit it with a hammer. And what we like to say is like, what are you really trying to fasten together? What are you building with that nail? How do we make sure that if something goes right in your life, you’re prepared? But also if something goes wrong, if life throws you a curve ball, how do we make sure that that’s not impacting your relationships? You know, thinking about an adult caregiver for their dad or their mom. How do we make sure that that caregiver has a reprieve or relief so that they’re still seen as a wife, a husband, a son, a daughter, and not just a caregiver? The most depressing parts of my role are whenever you get somebody that comes in and they’ve been a caregiver for their parent because we feel like we have that duty, but it becomes a burden and all of a sudden our parent or our spouse starts looking at us like the help rather than as a kid or a spouse. And really, over the years, we’ve been able to fine tune how we make sure that the money’s there, that the resources are there, and that the caregivers setting the right boundaries before it gets to that point.

Stone Payton: And you’re part of a group of professionals in this whole arena, acap adult children of aging parents, parents. And I’ve talked to some other folks like in the in the leadership of that effort, but speak to that the mission. What compelled you guys to to get involved?

Josh Nelson: Yeah. Like I said, we’re always out here trying to build relationships. And so that is definitely a non-profitable venture for us, but it feels like it fills our heart. Right? So like Jackson was saying, you know, let your soul shine. How do we make sure that at the end of the day, we’re sleeping? Amazing. We go home and we can tell our families, like true families, we did great work today. And part of that is making sure that people are equipped with the tools. Most people that are an adult caregiver, they don’t have time. And like the reason that it’s as late as it is, is because we know you got to get off work, you got to get the kids fed. You got to make sure that your parents are taken care of, and then you can run over and spend some time for us. And the coolest thing about Acap right now is it is just 100% actionable tools. So a lot of times you go to like a seminar or a speaking event and you get kind of riled up and you’re like, oh, this is going to be awesome. And then you like on your way home or thinking like, well, what did what? What am I actually going to do different? What’s what can I take from this? Um, and acap right now is just tool after tool after tool that you can go execute on. So really cool.

Stone Payton: And you guys don’t have like Margarita Mondays or Taco Tuesdays I don’t guess. But but you do have a regular gathering and it’s for people like me and Russ. Is that accurate to go and learn stuff?

Josh Nelson: Absolutely. So it’s on Thursday evenings. Um, it’s not every Thursday. It’s about every other Thursday. Sometimes it’s only once a month, depending on who’s coming in. It’s over the church kind of on where Barrett and Canton Road run into each other. And the biggest part about it is that it helps people come in, get the information and get out. We do have, you know, little food and drinks and stuff like that, but that’s not why you’re spending your time with us. You know, we don’t have the Jimmy Buffett margarita margarita machine in the back. Um, we’re just trying to make sure that you’re comfortable enough to focus, that you aren’t coming in hungry, that you’re not drowning, you know, coming dehydrated while you’re out there. Um, during the summer, that church is warm, so definitely water. But the biggest thing is making sure that people have the tools they need and that they can go execute, even with a lot of like support giver groups or caregiver groups, or especially with like cognitive impairment support groups, it turns into a good way to counsel each other. Sometimes it turns into like a complaining session if it’s not moderated, well, yeah, but even the best ones, unfortunately don’t really walk out with like, here’s the thing you can do today to get yourself four hours of caregiving for free. Here’s the thing you can do today to make sure that you’re prepared for getting the hospital bed in. If your spouse is immobile. Here’s how you actually get practical training on how to lift somebody heavier than you off the floor. Here’s how you have the conversation about you falling 11 times this week. And the fire department said they’re calling Adult Protective services if you do it again. Like, these are the things that we’re going to cover and make sure that you’re super equipped with. Nobody’s allowed to sell you anything whenever you go to these meetings. And so it’s just like a Q&A kind of being able to say, how do we get the information? You bring your problems. And we got to 12 people in there in the industry. They’ll give you solutions. It’s really cool.

Stone Payton: It seems like a marvelous resource. It really it really does. All right. Let’s talk about me for a minute. It’s my show. No, no, I’m thinking because we sort of are there. And I’m trying to get, you know, if you want to get some free coaching and consulting guys, get yourself a radio show, because that’s what I’m about to do right here. Uh, but but no, all kidding aside, just kind of walk us through, like Russ and I. One of the early steps might be to go to 1 or 2 of these meetings. Uh, have a conversation with you, just walk us through, like, if you could paint the ideal journey for me and Russ to get mom and dad and us set for the next few years, walk us through that.

Josh Nelson: Yeah. I think the biggest thing is because they’re not under care right now, because they’re not sick or diagnosed with something right now. It’s information gathering at this stage. And that’s where most people should start, because then it’s a lot easier to do any legwork you need to. It’s a lot easier to get the facts straight. And so anybody can come in. And Nelson Auto Care law, we have an office right here over off Town Lake, as well as one over off Dallas Highway in Cobb Tom. And what we’ll do is sit down with you for an hour with a member of our legal team, and make sure that you at least have the facts. We’re not trying to make any decisions for you. We’re trying to educate you well enough that you can make your own decisions. And especially for you and Russ, it probably starts with how do we talk to Mom and Dad about this? Yeah. How do I approach dad and say, you’re doing great, man, but let’s just go ahead and get something in place that it’s not a burden on. Mom, if something happened to you. That’s usually a resounding conversation for dad.

Stone Payton: What a great friend. That’s the right frame for my dad. I guarantee you it is.

Josh Nelson: Compared to going and saying, dad, I want to be able to pay your bills. Put me on your bank account. Something like that. Like he’s going to be like, heck no. Right. And so that’s really where it starts. There’s so much misinformation, especially like in Georgia. A will doesn’t even skip probate, which is very mind blowing to people, you know. Whoa. Tonight I’ll speak to over 150 people for a senior center seminar. And at that seminar, one of the questions I always love to ask is who has a will? Raise your hand. And then what does a will do. And you’ll just see hands drop so fast. You know we’re we spend our whole lives being told we need this thing. None of us really know what it’s doing. And then you don’t find out that now you got to go through this crazy court process. Probate. Just as a general ballpark, guys, costs about 3% of your stuff. So, like, if you have a $300,000 house, probate costs nine grand. That’s kind of crazy, man.

Stone Payton: And a bunch of time, too, right?

Josh Nelson: It takes at least six months in Georgia, usually 9 to 12. The biggest thing is the information. And so I would say for you and your brother making sure that you get educated. A lot of this stuff is very inexpensive to do. So like our legislature does some really cool things with powers of attorney and medical power of attorney that we call advanced health care directive that you can get for very, very inexpensive. And that makes a world of difference so that even if your parents aren’t on board for doing like a full plan right now, they at least have the things in place that if they get hit by a curveball of life, you have the legal authority to come in and help, and that makes a world of difference. Can you imagine if something happened to like, you know, your mom and your dad is just devastated after being with her for so many years? Maybe he’s not the right one to be the decision maker because it just hits us emotionally, right? I mean, if she’s going through something nuts, is he under so much stress that being the caregiver, being the spouse, and being the decision maker is too much? It’s worth having a conversation. Or maybe it’s something where, you know, one of your parents is starting to get a little soft cognitively. Like, we’re not saying that they have to move somewhere. Like we’re not saying they can’t drive anymore, but maybe it’s that their, you know, decision making isn’t quite what it was whenever they were in their 50s.

Josh Nelson: Maybe it’s starting to get a little soft. How do we step in and say, you know, dad, you’re going to be 100% the decision maker for mom, but let me be Co with you. Let me let me just say that the two of us together are going to help. I want to do this as a way to allow you to be the great husband that you committed to being, rather than saying, let’s go in. And I want to be the decision maker for mom. Like, those conversations are so nuanced, and a lot of people, I would argue, need help before they do it well. And the problem is, if you jump in and try and do it on your own before you have some guidance, you can really burn bridges. You know, there’s so many fears as we get older of they’re going to put me in a home, they’re going to try and steal money. They want their inheritance early. It’s all about the money. And it’s really not for most kids, but just the way they phrase it comes off as that. And so we want to make sure that everybody is really well equipped to have those conversations in a way that has a positive outcome, because once the parents kind of shriek back, once, they’re like, no, we ain’t doing this. Reviving that conversation can be pretty hard, I’ll bet.

Stone Payton: Man, I’m so glad that I asked. Thank you. And Russ and I are going to try to follow your counsel. I’d love to. Yeah. Uh, so.

Josh Nelson: We’ll do the whole thing on the radio show.

Stone Payton: Yeah, we’ll just do a live. That’s actually a cool idea if you’re up for it, I love it.

Josh Nelson: It’s awesome.

Stone Payton: Uh, I asked Jackson a little earlier, and I’ll ask you. And you’re at a little different point in your life. Probably. So maybe you don’t have a house full of kids. You’re having to tend to, uh, outside the scope of your work, man. Anything you nerd out about, what do you like to do?

Josh Nelson: Um, so funny enough, I’ve been trying to lose some weight, so I’m down over 60 pounds for the year.

Stone Payton: Wow. Congratulations.

Josh Nelson: The big thing has been so not Ninja Warrior for sure, but I met John Cena, the guy that runs Spartan Races, which are like these like five 10-K or 21 K events that have like rope climbs and wall climbs and stuff like that. And he was nice enough to allow me to go run as many events as I want. And so he said, I want to support your weight loss journey. Uh, really, really cool guy. I mean, his business does over $50 million a year to run those races. And he was like, if you’re willing to put in the time. At the time I was 350 pounds and he was like, you and any of your buddies want to come? So last November, the firm actually got over 100 people to sign up and go run the one down in Conyers. Amazing. I love it. On October 5th I’m going to go run in one in Nashville, which is really cool. And so that’s been taken up a decent bit of my time. It needs to take up more. But then the other thing for me is I love restoring old cars. So like pre-World War two cars, I love going on the weekends or the nights and getting my hands dirty. I got a little shop that I work on. I got a 1937 Cadillac that I’m putting back together right now. That was just a rust bucket. And those things are actually really out of style right now in cars, because most of the people from that generation are kind of aging out of driving. And so I love being able to do that kind of stuff. And I will give 100% credit to my daughter’s mom. She does all the hard parenting. I just get to helicopter in and do the fun stuff. So like it’s Saturdays, go to the jumpy place or doing fun things like that. That’s, uh, her mom is an angel, so I appreciate her covering most of that for me, where I just get to come do the fun stuff.

Stone Payton: So, uh, restoring the cars. Is this something you’ve been doing for years and years? Is it a new passion?

Josh Nelson: Yeah, I’ve done it for over 20 years now. Oh, wow. And, uh.

Stone Payton: Isn’t that isn’t that what is it? A car that’s 20 years old is a classic.

Josh Nelson: Oh, let’s not go into that. That means things like the 2000 are like classics. I want to feel really old.

Stone Payton: I was going to say now you’re a classic.

Josh Nelson: What’s funny, though, is a lot of the, you know, car prices kind of follow the cycle of whenever the car gets to be, like, old enough where the guys that wanted it at 16 are in their 40s now, right? They go to ridiculous prices. So a lot of those like Japanese little sports cars, like, um, there was like a 99 Honda Civic that just sold on bring a trailer for like $60,000. And that was probably a $15,000 car, brand new. So like some of that’s just wild. I’m in luck because I like the pre-World War Two stuff and those cars are getting cheap. You know, a couple of years ago, all those muscle cars that were super expensive, like an old Camaro or an old GTO. And just because those guys are now getting to where they’re not driving cars without AC anymore. Those things are starting to get cheap. But those old World War two like pre cars, you know, they don’t have AC. They’re small. So I’m a big guy. Don’t fit in them well. Like, even my daughter can’t ride in the 37 because it doesn’t have safety glass. So like, you don’t think about it, but if you’re ever in an accident, that glass just turns into knives. Like it’s. Wow. So we don’t let her ride in some of the old stuff, but I got, like a 46 Jeep Willys that’s, you know, and you go.

Stone Payton: Show them off after you get them all dolled up. Do you go show them what.

Josh Nelson: A big car show guy. But I love to go use them. So we’ll actually go up um, like over in Asheville, there’s an amazing hotel called the Grand Something. It’s the Grove Park inn. Grove park inn. Yeah. Close enough.

Stone Payton: It’s a grand place.

Jackson Griffeth: That’s a good one. That’s a grand place for sure.

Josh Nelson: So I love driving up there through the mountains and stuff. There’s a bunch of groups that you can find through different, like online things where you’ll get together on a Saturday, wake up at like 536, and then just go roll these cool old cars through the mountains. Um, you know, especially this time of year. Man, it’s so crisp and beautiful in the mornings. North Georgia has so much to offer us. Um, that if you just get out there and enjoy it, man, it’s just an amazing way to spend a weekend.

Stone Payton: Yeah, I’m so glad I asked.

Stone Payton: And you’ve covered a ton of information, but just to kind of wrap it up, maybe a couple of like the really important pro tips for the stones and Rusty’s out there. Just things to be thinking about. Do don’t do the first couple of steps. And look guys, the number one pro tip is reach out and have a conversation with Josh or somebody on his team. But let’s leave a little something to chew on.

Josh Nelson: I think, especially for your listeners on Business RadioX. The biggest thing I would say is a little different than our primary practice area, but it plays right in make sure that if you’re a small business owner, if you have something going on where you’re the sole person, or especially if you have a team that relies on you, that you’re operating agreement, your articles of incorporation, something has a succession plan in it. It doesn’t need to be some like crazy thing. It can just be a paragraph that you add into those membership articles that says, if I get hit by a bus, my wife, my partner, somebody can step in and still have access to the bank account. What we’re seeing a lot is a lot of people will register their LLC or their company with the secretary of state, and that’s all they do. There’s no actual like articles or membership agreement or anything anywhere. And the problem then is if you pass suddenly or you get sick, suddenly your whole business stops because somebody has to be able to access the checking account. Somebody has to be able to access cash flow. Somebody has to be able to run things. Just making sure that you have that paragraph in your LLC or your articles of incorporation to make sure that somebody can do it, whether that be your spouse, your brother, whoever.

Josh Nelson: That’s where we’re seeing people even with, you know, good sized small businesses come up short right now. And whenever that gets stuff gets stuck in probate, it’s really expensive because trying to cash flow that thing while it’s going through the court system is nearly impossible for most companies. You know, you think about like the run rate even on like Jackson’s business for, you know, the mortgage payment on the building, keeping the staff going, who’s going to be his coverage orthodontist. I’m sure that somebody has to be licensed to come in. Like, who is that person? Right? Like just sitting down for an hour and making that plan on the back of a sheet of paper is going to change your family’s life if something ever happens to you. And that’s really where on the probate side of my business, we’ve been seeing people just get hit with a hammer. You know, we just had a lady who had a small Airbnb business, but it grew to over $1.3 million and stuff, and then nobody could find the paperwork. Oh, geez. It’s like, uh oh, you know, for one little paragraph, one little, like, five page membership agreement would have cost her less than 500 bucks. Box. She could have saved a bunch of money because again, whenever that goes through probate, you’re looking at like 3%. Wow.

Stone Payton: There’s a blue three ring binder in my office closet at the house. As soon as we go off the air, I’m headed. I got to go take a look at that thing. Oh my goodness.

Josh Nelson: So, like I said, for the normal stuff that we do, if you’re thinking about your spouse, your parents, stuff like that definitely reach out. But just as a nugget there, guys, especially for small business owners, we are just seeing a lot more people with everything planned for because they usually have like a financial advisor and estate planning attorney, stuff like that. That part’s golden and they forget about the business.

Stone Payton: All right. What’s the best way for our listeners to tap in whatever coordinates makes sense? I just want to be able to connect with you guys.

Josh Nelson: Absolutely. Nelson Autocare. Com is always a good one for us. You can Google us. We’ll pop up (678) 250-9355. However you want to reach out. We’re here to help.

Stone Payton: Well Josh thanks for coming back, man, and thank you for all the terrific information. Gentlemen. It has been an absolute pleasure having you both in the studio. Don’t be a stranger. I’m quite sincere. Josh will tell you when I say Jackson. You’re welcome to come back. And we want to continue to follow your story. But what a marvelous way to to invest a Tuesday morning. You guys are doing important work, and we we sure appreciate you.

Speaker4:

Josh Nelson: Thank you, Stone. Thanks so much. Really excited to see where Jackson grows. I remember ten years ago kind of being in that spot. And it’s scary as all get out now on the other side of it. It just feels so cool. Whenever you look back at all the families you’ve been able to help.

Stone Payton: That’s awesome. Alright,until next time. This is Stone Payton for our guests today and everyone here at the Business RadioX family saying, we’ll see you again on Cherokee Business Radio.

 

Tagged With: Cherokee Family Orthodontics, Nelson Elder Care Law

Elizabeth Miller with Happy Healthy Caregiver

September 12, 2024 by angishields

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Elizabeth Miller with Happy Healthy Caregiver
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Brought to you by Diesel David and Main Street Warriors

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Elizabeth-MillerElizabeth Miller founded Happy Healthy Caregiver, a top 10 caregiving blog and podcast. She became a full-time entrepreneur in the spring of 2021 to focus on her passion – helping family caregivers infuse self-care and caregiving into their lives. She believes you can be a fantastic family caregiver AND have a happy and healthy life.

Elizabeth is a Certified Caregiving Consultant and Certified Senior Advisor who helps family caregivers through her speaking, consulting, writing, and online community. She has presented at 2016 -2019 National Caregiving Conferences. Her story has also been featured in Woman’s Day and the Marietta Daily Journal. She hosts the Happy Healthy Caregiver podcast on the Whole Care Network author of Just for You: a Daily Self-Care Journal. She facilitates a monthly support group for family caregivers and organizes educational programs for a NW Atlanta area monthly meetup.

For years, Elizabeth juggled her corporate career while raising two active children and caring for family members with chronic and terminal illnesses. She also has an adult brother with a developmental disability. She searched for a community of people who could provide resources and support. When she didn’t find one, she created one. Happy Healthy Caregiver was founded in 2015.

Elizabeth obtained a B.A. in Journalism from Penn State University.

Connect with Elizabeth on LinkedIn and follow Happy Healthy Caregiver on Facebook.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

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

Stone Payton: Welcome to another exciting and informative edition of Cherokee Business Radio. Stone Payton here with you this morning, and today’s episode is brought to you in part by our Community Partner program, the Business RadioX Main Street Warriors Defending Capitalism, promoting small business, and supporting our local community. For more information, go to Mainstreet warriors.org and a special note of thanks to our title sponsor for the Cherokee chapter of Main Street Warriors Diesel David, Inc. please go check them out at diesel. David. Dot com you guys are in for a real treat this morning. Please join me in welcoming to the broadcast with Happy Healthy Caregiver, Elizabeth Miller. How are you?

Elizabeth Miller: I’m doing well. Thanks for having me, Stone.

Stone Payton: Oh, what a delight to have you in studio. I got a ton of questions, Elizabeth. I’m almost certain we won’t get to them all, but I think a great place to start is if you could share with me and our listeners mission. Purpose? What are you and your team really out there trying to do for folks?

Elizabeth Miller: Okay, to laugh a little bit about the team because it’s I’m a solo Preneur Stone. I do have a couple consultants that help me with stuff, but for the most part it’s been me since 2015. I started Happy Healthy Caregiver because I wanted to provide some education, support and resources for family caregivers so people who are caring for their loved ones, maybe at home, maybe in a nearby senior living community and so forth. And I stumbled on this profession, because I just really felt like my husband and I were squeezed in the sandwich generation. So caring for older adults while raising our kids, working full time in the peak of our careers, and drowning, drowning and overwhelm and feeling like, you know, why is this so hard? Why is this so hard to care for people that we love? So I started blogging and layering on things over the years and where I’ve landed now, you know, nine years later is I provide education through speaking to companies, in particular employers who are trying to help their working family caregivers make caregiving more sustainable could be organizations. And I’ve also kind of found myself as an accidental influencer, where I’m helping other companies who are trying to put their products and services in front of family caregivers and amplifying them through my podcasts, my newsletter, and resources like that. But what I’m all about essentially is supporting family caregivers, helping them to make their caregiving journey sustainable so they can mitigate burnout.

Stone Payton: So nine years in, what are you finding the most rewarding? What’s the most fun about the work for you?

Elizabeth Miller: I love the speaking. So funny little story about me is I studied broadcast journalism at Penn State University, never really used it, spent my professional career in IT and corporate strategy, and now I get to kind of take that back and and really highlight what caregivers, what’s working for them through the podcast. So speaking through the podcast and then speaking to groups of people, because I’m finding that, you know, I wasn’t alone in feeling the way that I have felt. And, um, this is a way for me to scale the message and fast track people to the resources that can help them so that they’re not, you know, wandering in the dark like I felt like I was doing.

Stone Payton: So what was it like when you first started speaking to groups? Was it nerve wracking or did you take to it really easy or.

Elizabeth Miller: Well, it was nerve wracking. And I think, you know, part of that is keeps you honest. Like, you want to do a good job so you get that butterflies. But really what changed for me is, you know, rather than all the focus kind of coming to me and feeling like I’m in the spotlight, I really felt like what I want to do instead was almost like a lighthouse and project out. That wasn’t necessarily about me, but it was about them getting the support and resources so that, you know, their evening, their tomorrow could be a little different than it was today.

Stone Payton: And this podcast, you’re a veteran podcaster. It’s not like you, you got this idea or your nephew has a podcast and you thought you’d take a swing at it. You’ve been doing this for a while.

Elizabeth Miller: Yeah, I’ve been doing this for nine years. Wow. Yeah, I guess eight years for the podcast. So what makes Happy Healthy Caregiver Podcast different than other podcasts in this care space is that I honestly feel like the real experts in family caregiving are the family caregivers. So I only you have to have either been or currently are a family caregiver to be considered as a guest on the show. And then I want to, you know, figure out what has helped you in your caregiving journey and how you have been able to infuse self-care in little, small ways, either to recover from burnout or to mitigate burnout.

Stone Payton: And the name of the podcast is Happy Healthy Caregivers So Easy Enough to Find, is probably on the podcast platform.

Elizabeth Miller: It’s out there. It’s everywhere. It’s on YouTube as well, so if people want to watch it, they can watch it and then show notes page too, because I know caregivers are doing a lot and they’re probably listening while they’re on the go. And so then we’re going to keep all the resources and things that we talk about on the website.

Stone Payton: So I want to I guess I would characterize my situation as pre caregiver. Okay.

Elizabeth Miller: So expectant I call that yeah.

Stone Payton: This conversation is very timely for me. My, my I grew up in Pensacola, Florida. My folks have moved up here. There are now two minutes away Okay. Uh, they’re 82 and 84. Um, but I gotta believe at some point I’m going to at least I’m going to need to to learn about how to access the right resources. And I’m going to need to learn some things. And so this is a very timely conversation for me. So, uh, I’d love to let’s dive into the work a little bit. Okay. And the, the work that you’re doing for the organizations. But maybe any insights on, you know, what what is happening and needs to be happening in the home?

Elizabeth Miller: Well, I’m glad that we met, first of all, because you’re not going to be like, flailing your arms in the deep end of the ocean. And I think for some people, caregiving happens overnight, you know, with a fall or a crisis situation and then some people, which is definitely was my situation. You can kind of see it coming. And, and mine was a little bit of a mudslide situation with my folks and my in-law. But, you know, where I really have focused on what I provide is, you know, a lot of people were telling me I should take care of myself, and they were shooting on me. I call it. Um.

Stone Payton: And I’m going to steal that.

Elizabeth Miller: Yeah. Shooting all over me and and listen, I’m going in. I’m taking the notes with my mom, in particular to doctor’s appointments. I’m. I’ve got a walker, sometimes a wheelchair and a walker and asking all the questions. And there were constantly, you should be doing this for your person. You should be doing that. And I thought, I am losing it. Like I feel like I should be doing enough by now. Uh, and so that was a really tough situation is just to feel like there’s so many people needing you. And I call that like feeding a nest of hungry birds where, you know, the birds are never satiated. They’re just constantly needing, like, work, your pets, your care recipients, your relationships, your all of that. My kids. And so I just felt like this should not be this hard. Uh, but I also at that same time, it came really clear to me that my health was changing and that my health and happiness was suffering and that I needed to infuse more self-care into my day. And, you know, we should take care of ourselves. But what does that really look like? Like when you’re buried, you know, in in helping someone with medications and appointments and, you know, trying to coordinate their care and all of that, like, you have already got a full time job, Stone. And so you’ve got a full plate and then this caregiving stuff starts happening and you’ve got to learn a whole new terminology. And who are you going to go to? You know, everybody kind of is specialized in their own area and it’s very fragmented.

Elizabeth Miller: Our health care system. So, you know, I’m not saying I have all the answers. I’m certainly still a work in progress. I’m still a caregiver who cares now for a support caregiver for my brother who was born with an intellectual and developmental disability. So my parents are deceased and, you know, care is is something then that my siblings and I have to kind of figure out how to share. And it’s a completely different path than than one caring for an older adult. Um, but what I had to also come to terms with is that self-care is not just physical self-care like we think about, you know, going exercising and eating, right, and maybe we even think about the quality of our sleep. But for caregivers, you know, the nights out on the town and the massages are just not a thing that you can really put into your day. So figuring out those little micro acts that you can do in your day that you can infuse, and also thinking about it beyond physical. So social self-care, professional, spiritual, financial. Um, I recognize eight different categories of self-care. And I really encourage caregivers to try on different strategies. Just like you try on clothes, see what maybe works for you, and keep those in your closet, in your toolbox and ditch what doesn’t because you know what works for you. Stone is going to be different than what works for me.

Stone Payton: I’m sure that’s true. Are there also, however, some common myths or mistakes? Oh, yeah. Yeah. Speak to that a little bit. Yeah.

Elizabeth Miller: I mean, I think, you know, for one, people think they’re not a caregiver If the person doesn’t live with them, you know, but you you know, you’re probably likely still making phone calls, taking them appointments, you know, long distance. Caregiving is a much more common thing these days than it used to be, with the way that our society is so spread out. Um, you know, there’s I learned a lot about senior living and assisted living and kind of what I thought was a good fit and what really was a good fit was different. Um, you know, the first place we picked for my mom, based upon the amenities and the look and feel and hoping that was going to ease her transition and what we really needed was a higher level of care. And so learning how to kind of ask those questions, creating a care team, you know, um, a lot of us think that we can do caregiving by ourselves. And I’ve never seen that work. You know, in the time a solo caregiver is, you know, think about these communities. They have so many different people that do different roles, and we need that. And we don’t have the expertise in all of the different areas, and some of us are better nurturers than others. So we have to kind of build out our team for our our loved ones and for ourselves. So we have that support too.

Stone Payton: So have you had the benefit of one or more mentors as you kind of found yourself in this space, or is it all individual? Hard earned scar tissue, or do you get a little bit of help? No.

Elizabeth Miller: Listen, I mean, everything is like I’ve gotten so much from different, different people in my life and a lot from our community, frankly. Like, you know, I’m very plugged in to the the senior living and the older adult groups. I got my certification as a certified senior advisor and a certified caregiving consultant, so that I could learn more about these spaces and have kept those certifications going. And so I have I don’t have all the answers, but I hopefully can help people direct to get there a little quicker. Um, you know, I’ve learned so much about hospice and palliative care. Like, there’s there’s a lot of myths in that space in general that people think you have to wait until the very end in order to utilize those services. I’ve seen the blank stare on people’s faces when they realize that Medicare doesn’t pay for long term care, and what that’s going to mean to their, their finances. Um, so there’s like, yeah, we need I need a team. I need a team of people to.

Stone Payton: Now you are on the leadership team. Speaking of teams at this organization called Acap. Talk a little bit about mission and purpose of Acap and and tell us what you guys are up to.

Elizabeth Miller: It’s a great group. First of all, part of the leadership team. It stands for Adult children of Aging Parents. It was created by Francis Hall at a North Carolina. It’s a nonprofit group, and we have one here in Cobb and Cherokee. And the whole premise of it is to offer programs to adult children of aging parents in a very no sales, no pressure environment. So, like, I don’t go and promote myself as happy, healthy caregiver there. I, you know, I don’t wear my name tags or anything. We have spots for sponsors that pay to do that. They have tables set up. So certainly you can be a sponsor for an A cap program. But we meet the third Thursday of every month we’re meeting. September 19th is our next one. We’ve been having our groups since February of this year, and all of the people on the leadership team have different roles in our in the senior community. Um, my role for the leadership team is, is selecting the programs and finding the good speakers for our programs. And I hope that my experience as a family caregiver can kind of help guide what I feel like might be valuable to put into that space.

Elizabeth Miller: So I this topic this month, September 19th, is shielding loved ones from scams and fraud. It’s a sick, sick world out there that people are like preying on people like my brother who, you know, through Facebook, you know, beautiful women asking him for gift cards happens on the regular, but there’s also Medicare fraud and other things that happen. So we’ve got a Jeff Donnelly from the deputy department in Cherokee is going to come speak. And then Jose Pinto talking about the Medicare fraud issues. So we try to pull in the people who have the expertise, but we’ve got other great topics this year. October is importance of being socially engaged and active. November residential options when a when your loved one can no longer live at home and that no longer meets their needs. And then in December, funding sources as loved ones need more care. So all things that people need, um, and it’s a very rich program environment that we follow a curriculum.

Stone Payton: And where do you get together?

Elizabeth Miller: We meet at the Covenant Presbyterian Church off Canton Road. So we try to find a good location for, uh, for Cherokee and Cobb. It’s, you know, it’s a big area.

Stone Payton: Sure, but this is the kind of, uh, of meeting that that someone like I should go to this thing, right?

Elizabeth Miller: Yeah, I think so, Stone.

Stone Payton: Because it would really help me get prepared to to help Mom and dad and help me educate my brother who’s down in Tallahassee. Yeah, but I you mentioned long distance. It doesn’t have to be just me because I’m the one up here. I can get my brother rusty. I can get Russ on the team too, right? I got a lot.

Elizabeth Miller: Of tips for your brother that he can do to support you and your parents from a distance. Yes. Like, there’s a lot they could pay the bills. He can do research. He can plan, you know, outings and events. He can find different programs for, you know, so a lot of things can happen online. He can certainly send a DoorDash gift card, um, different things, things like that. But I like to say whether you’re using a cap or, you know, other coaching services, I do some coaching, but I don’t do a lot of it. It’s just not scalable for me. But I certainly am willing to kind of get someone on the right track with a with a complimentary session. But the best way to find support is on your best day, because that’s the problem with a lot of us, is as we wait for a crisis to happen before we’re like, oh my gosh, the sky is falling. There’s all these different issues. What if what if you got in front of it and you went to programs like this and went to communities where you can learn from other people so that you have the tools and resources kind of building up, and then you know how to put them into practice. No, I love that.

Stone Payton: And I think that’s true in a lot of arenas. Getting in front of it early is so much better than late. Yes.

Elizabeth Miller: It’s so hard though. We’re just we’re not a culture that talks about these things like we just we’re we’re not good at it. But you could use this program, you know, like you could you could use the Scams and Fraud program to open the dialog and have the conversation and just say, I just heard this horror story. I’ve learned about this. I mean, people who I have known personally who are geniuses, like on, on paper, have fallen for scams that have cost them thousands and thousands of dollars.

Stone Payton: Oh, man. All right. So going forward, what is next for you? Are you going to try to continue to scale? And you know we joked about team, but might there be like the Miller certified caregiver team out there at some point? Or what are your long term plans for for the business? Yeah.

Elizabeth Miller: You know, it’s funny. Like, I have always kind of been a person who doesn’t want to manage a big team. I’ve, you know, even in my professional career, I was a leader without being a manager. I kind of liked that same kind of process for what this looks like. I really have been leaning into the corporate world because they need employers, the good employees, to stay working, and it’s costly for them to replace really good people. And we as family caregivers need the income now. And we need our future, our benefits now, and we need our future income, you know, through what we’re saving through 401. S and stuff. So I’ve been partnering with, with um companies instead of doing like a one off webinar really to be a strategic partner with them and offer monthly caregiver support sessions for their employees and the educational seminars and workshops, and really helping them build out their employee resource groups, their ERGs, as kind of a, you know, more and more companies have different ergs for different different groups. And so a good niche for me is a is a parent and caregiver type of or disability ERG or veteran ERG women’s and so forth. But helping them because these people are running their ergs on top of their day job, right? So what can I do to help them with that? And I used to lead a women’s erg where I worked before. So I have that understanding of what that what that could look like. Um, yeah. So I feel like that’s, that’s where, you know, doing more consulting and more integration with companies is really appealing to me right now.

Stone Payton: So how does the whole sales and marketing thing work for a practice like yours? How do you get the new business or the conversation about maybe working? Oh, yeah. How does that work? You know, it’s funny.

Elizabeth Miller: That’s like with all of us as entrepreneurs, stone like, I feel like we’ve got this iceberg and there’s the part that people see, and then there’s the rest of the stuff. Right, right. Yeah. For me, what that looks like is I use LinkedIn. I know that a lot of people that hire me are usually in the diversity, equity, inclusion, accessibility, belonging group or employee culture, or they’re a co-lead for their employee resource group related to caregiving. So I search for those folks I have like a CRM and a process to to reach out to them. And then hopefully my search engine optimization is working with my, you know, low budget that I’ve been able to put toward that. And people are finding me as well. So they’re they’re looking for those resources.

Stone Payton: So when you’re not doing this work and I don’t know when or where you’d find the time, but hobbies, interests, passions outside the scope of this work. My my listeners know that I like to hunt, fish and travel. Anything you nerd out about, I loved.

Elizabeth Miller: I loved to try new things. I mean, that can be new restaurants. I love to travel. I think it heightens all the experiences. We’re going to Traverse City for a wine, a wine vacation within my family. I love that my kids are over 21. We can do that. I’m playing pickleball. Um, yeah. I’m, um, you know, I do a lot of walking. I’ve got my dogs that that need to get out. I love to hike and try new trails. Um, and my husband is an entrepreneur as well, so he has his own beverage company, really, that he co-founded here in Georgia called Good Days, drink Good Days. Com and so, you know, we do a lot of tastings and festivals so that people can can try it. He’s a newly a sponsor for Kennesaw State University, which is exciting. Oh, wow. Yeah. So it’s a canned cocktail cocktail in a can. So he’s been in the beverage business his whole life, and now he’s out on his own. Um, with a with a co-founder that lives in Athens. Yeah. So. But really focused on Georgia right now. So it’s exciting to get. And so I’m you know helping him behind the scenes for that.

Stone Payton: And it must be really good for the both of you that the other person understands what an entrepreneur goes. Yeah. Goes through. And you really can be very supportive of each other. And now I can send him an invoice because now he got. He’s.

Elizabeth Miller: Oh, there. You got free advertising. Yeah. He’d be actually be great to have on.

Stone Payton: Well, we’ll get him on sometime. Yeah. Absolutely.

Elizabeth Miller: He’s a fun, fun guy to talk to. What’s his name? Jason. But we play pickleball together. We we really? Um. Yeah. I feel like we try to have a good balance. You know, he cared for his mom, too, so he certainly understands, you know, the caregiving world of it. And, um, you know, lots of tearful conversations when I was trying to quit my job and say, look, I think I can do this full time. Like, that takes a huge leap of faith. Um, yeah. So, yeah, we’ve been. He’s my prom date. I married my prom date, so we’re stuck together.

Stone Payton: All right. Shout out for Jason. We will. We’ll get him in the studio. I’d love to hear all about that company. How he built it up. What he’s doing? Yeah, yeah, yeah, that’d be fun. So, uh, in a little bit before we wrap, I’m going to ask. Ask for you for a couple of actionable pro tips for those of us that are just beginning to for this, this to even be on our on our radar. But before we go there, uh, as if you haven’t done enough already to try to serve people like me and the folks you’re describing, you’re also an author. Yeah. Just tell us about the book.

Elizabeth Miller: Okay, so, um, I wrote a journal. It’s called the just for you daily self-care journal. It’s a prompted journal. So every on the top of every page is a question. And the goal of that was, you know, I found journaling and writing to be very therapeutic for me. When I was deep in this caregiving world, I had no business starting a business. Right. I had lots of things going on. Um, but I made time, you know, two, two times a week and went to a Starbucks on a Wednesday and Friday morning. And I just started writing, and sometimes the tears were, you know, coming out while we’re writing. But, you know, to talk about journaling with people is very intimidating. And not everybody is a writer. So I wanted them to have a low entry way to try it on. And by asking the questions. And the other thing that it does, I think, is that caregivers are really bad at putting focus back on themselves. So putting some of that back on them. And like, what did bring you joy when you were ten years old? You know, what does a perfect day look like for you? You know, what would you do if the internet was broken for three days? And so talking about these things so that they can write it out, um, and just try it on and kind of put those words on paper could be a good step. And what I love, the unexpected benefit of it is it really almost leaves a legacy behind if you, if you continue to do it. And I know some people have added to it every year, um, because it’s, you know, there’s a general date at the top and so you can add to it every year. But it would tell a lot about you. I think if it were a little artifact that somebody discovered later on.

Stone Payton: I’d never even crossed my mind. But my grandmother, who has passed. Boy, had she filled this thing out. Yeah. God, wouldn’t you love to have that?

Elizabeth Miller: Wouldn’t you love to have that? Yeah. And, you know, sometimes with older adults, too, I know people have used it for starting conversations. Like, I know my mom was bedridden the last two years of her life, so her world was very small. And so you had to get creative about the things that you would talk about and bring up. And this could be a conversation starter for somebody like in that situation where you could talk to them. I think even for a professional caregiver that’s working with older adults could benefit from it. Um, yeah. So it’s it’s the goal is to just, you know, prioritize self-care a little bit.

Stone Payton: Well, you’ve already shared so much, so many great ideas and you’ve got my, you know, got my wheels clicking. But let’s do leave our listeners with a couple of, I call them pro tips, a couple of actionable items and look, gang. The number one pro tip is reach out and connect with Elizabeth. That’s your number one pro tip, but let’s leave them with a couple things.

Elizabeth Miller: Yeah, I mean, there’s nothing to lose. You get a complimentary session. Okay. So do that for sure. Yeah. Um, but I do think finding your community is important. Starting the conversations early with your older adults and your care recipients about what they want to be true. I think sometimes we have our own expectations about what that looks like, and maybe use this conversation as a way to start that conversation and just say, I listened to this today. I’ve never really we’ve never really had a chat about, you know, what you’d want to be true or what does aging well look like for you? Um, and I think you can learn a lot. And listen, I would recommend listening more, um, and then schedule your self-care. Like, we think that, um, you’re not going to find the time. You’re going to have to create the time. So whatever that looks like, start small, five minute, 15 minutes. Maybe it’s a stretch break in the middle of your day. Maybe it’s something, a ritual that you do in the morning. I mean, it could even be just, you know, sitting with the journal and a cup of coffee or, um, you know, I think for me, it’s getting outside is really critical to me every day. It’s, um, I put things through a filter that, if it’s peace of mind or energizes you or is just pure joy, then that that’s self-care. So sometimes self-care is cleaning off your desk. Um, but I think trying on different things and encourage you to kind of maybe pat yourself on the back for what you’re already doing, that you didn’t call it self-care. Um, and then trying on some some new things and schedule that time for yourself.

Stone Payton: All right. We got a ton of coordinates that we need to leave for our listeners, because I want to make sure that they can tap into the the A cap. I want them to be able to find your book. I want them to listen to your podcast. I want to know how to connect with you. Okay. Let’s, uh, let’s leave them with some coordinates for all of that.

Elizabeth Miller: So a cap is a cap community org. And head over to the chapter for Cobb and Cherokee. And you can register for the programs and get the address there. Happy healthy caregiver. Anything that you want to know about that you can go to happy Healthy caregiver.com. You’ll link to the social media, the book, the podcast, the coaching appointment, the speaking, whatever you want. It’s there.

Stone Payton: Well, Elizabeth, it has been an absolute delight having you in the studio this morning. Thank you for your insight, your perspective, your enthusiasm. You’re a breath of fresh air. You are doing such important work. And we we sure appreciate you.

Elizabeth Miller: Thank you. Stone, thanks for filling my bucket today.

Stone Payton: My pleasure. All right, until next time. This is Stone Payton for our guest today, Elizabeth Miller with happy, healthy caregiver and everyone here at the Business RadioX family saying, we’ll see you again on Cherokee Business Radio.

 

Tagged With: Happy Healthy Caregiver

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