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Search Results for: kids care

Dolly Stearns With AlignUp Coaching

August 13, 2021 by Jacob Lapera

Dollystearns
Coach The Coach
Dolly Stearns With AlignUp Coaching
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DollystearnsAlmost 20 years ago, with a willing but inexperienced heart, Dolly Stearns began her entrepreneurial journey. Many years, ups, downs, and a few scraping bottom experiences later, she can sincerely say, “I’ve been there, I know, and you’re not alone.”

It doesn’t have to be the uphill, agonizing journey of the lonely. Your work and your life can be inspirational, invitational, and successful – at the same time.

As a person with responsibilities, you have goals. You want to reach them faster, and you want to do it with balance.

Whether you’re a leader, entrepreneur, chief child wrangler, or all of the above, she can help.

Like combing the beach for the perfect shell, it’s faster with two, and as a Success Coach, she partners with her clients to figure out the stuck and get out of the muck.

Let her experience accelerate your success. AlignUp your business, relationships, life, and priorities. Schedule your FREE Discovery Call and Coaching Session here.

Connect with Dolly on Facebook, and LinkedIn.

What You’ll Learn In This Episode

  • How can a client bust through the noise in their head to move to success
  • Clear away the Stuck to make room for Success
  • How relevant is the internal dialogue to someone’s success
  • The story isn’t as important as how you want the story to end

This transcript is machine transcribed by Sonix

TRANSCRIPT

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

Lee Kantor: [00:00:33] Lee Kantor here, another episode of Coach the Coach Radio, and this is going to be a fun one. Today we have with us Dolly Stearns with AlignUp coaching. Welcome, Dolly.

Dolly Stearns: [00:00:43] Thanks so much for having me.

Lee Kantor: [00:00:45] Well, before we get too far into things, tell us about a lineup coaching, how you serve in folks.

Dolly Stearns: [00:00:50] I am a specializing in working with leaders, entrepreneurs, teams, those who are wanting to move from stock to success faster and also hit their goals and do it with balance, which seems to be a hot ticket right now.

Lee Kantor: [00:01:04] So what’s your back story? How’d you get into coaching?

Dolly Stearns: [00:01:07] Oh, my gosh. I have had an almost 20 year career in direct sales and have the the blessing, an opportunity to work with some amazing coaches throughout that time and just got inspired with how they helped to motivate and make things clear for me. And I thought, oh, my goodness, could I do this in a broader way and serve more people by transitioning into becoming a successful leadership coach? And so this has been one of the most rewarding periods of my life working with clients in this way.

Lee Kantor: [00:01:39] So talk about what it’s like to work with you. What is the challenge that this individual was having, like like you mentioned, being stuck? Are they just frustrated? Like, what are some of the symptoms of stuff like what is stuck look like for someone? Yes.

Dolly Stearns: [00:01:54] What does stuck look like? That is a fantastic question. So the theme that I’m hearing right now is that so many people are trying to juggle not just their business, because we know life isn’t just about our business. We have other habits that we’re wearing. So being a parent, being a spouse, having endeavors outside of work, and how do we make all of those things work and come together and serve our bigger vision for our life? And so stuck is looking like, oh my gosh, I feel like I’m putting all of my eggs in this basket and I have nothing left to bring to the table for family and friends and this bigger idea of what I want my life to be like. So how do I balance that and still be successful in the areas that are important to me? So stucks seems to be the big word that I’m hearing right now. And it does look different for everybody.

Lee Kantor: [00:02:43] So now when you were coaching and then when you say, you know what, I’m going to be a coach, that mental shift of, you know, taking on that responsibility. How did you kind of go about coming up with this? I don’t know if it’s a philosophy or if it’s a strategy or some of the tenets of how you’re going to deliver this coaching. Like how did you build the coaching program?

Dolly Stearns: [00:03:12] That is a fantastic question. So I think a lot of it taking from my own experience. So initially started working with a lot of women because that was the field that I was working in and especially coming into the pandemic where people were having to put multiple hats on. Kids are at home, families at home. And so using that as the launching pad to really acknowledge and validate what it was that they had going on with trying to be all things to all people. So as I was stepping into really focusing on full time coaching, I thought, what is the thing that people feel like they’re not getting right now? One of them was I feel like I’m not being able to be successful in any lane. And so really stepping up to be that person to acknowledge what it was that they were struggling with, to let them know that I was hearing them, because that was something I felt as a single mom for so long trying to build a business. It’s like I don’t have any connection. Nobody’s hearing what’s really going on with me. So bringing that into my coaching and making sure that that’s the very first thing that we cover is, oh, my gosh, I hear you. And while my experience may not be exactly like yours, it makes total sense that you’re having this feeling of feeling stuck or you’re having this feeling of feeling frustrated. And so by doing that acknowledgment at the front and making sure that they really know that I am hearing what’s going on with them, it really paves the way for us to do some significant work together to find out what’s important to them and help move them closer to that goal.

Lee Kantor: [00:04:44] Do you find that a lot of times your clients are kind of self sabotaging themselves or they’re not aiming high enough? They’re kind of settling like, what are you? Is there a threat of kind of common challenges that you see when you’re working with folks?

Dolly Stearns: [00:04:58] So self sabotage? That is definitely something that I’m hearing. And it’s it’s not even so much that they’re making conscious decisions to do that. It’s really unconscious. There’s a dialog that’s often happening in their head. That’s it’s almost like poking the balloon and watching the air come out of these goals that they have because the voice can be so loud in their head. I refer to it kind of like having Darth Vader in one side of your head telling, you know, this is too big. Nope. You shouldn’t go after that. Here, let me show you all the evidence of why this isn’t going to work or you’re not good enough. And so I focus on supporting them to tune in more to the sage, that Yoda part of their head. And I know that sounds kind of crazy, but it really does make such a difference. And to be able to almost put imagery and be able to label it helps them to start differentiating it, especially demurrage differentiating it from who they are. So now it’s oh my gosh, this saboteur in my head is saying X, Y, Z versus this is who I am.

Lee Kantor: [00:06:01] And then once that kind of aha moment happens, then things become a lot clearer. Right. Then the next step becomes a lot more obvious.

Dolly Stearns: [00:06:10] Yes. And we we often when I’m working with a client, check in with their older, wiser selves. So when we are in those moments of stockroom, my gosh, I don’t know the choice to make or it seems like I have so many options, then it becomes OK. So if you were to sit down with your older, wiser self at the end of your life and have a conversation about what’s important about this moment right now, what would your elder wiser self say? And most often we know and sometimes it’s that we know, but we’re afraid to act. And so we again go back to that elder wise yourself. What are they going to say is important about what you need to do right now? And I operate from the position that my client really knows the best answer for themselves most of the time. It’s not that they don’t know what to do. There’s something in the middle. And so by really touching base that they’re elder wise herself, it helps them to get unstuck and start moving forward. There’s a lot of clarity that happens around that

Lee Kantor: [00:07:09] Now when a person is kind of looking at it from the perspective of how they want the story to end. And I’m guessing that’s what that elder wiser self is telling them. Right. Like, if you want to achieve this, this is how the story can end if you want to to end this way. Then they know kind of then they can see what the end looks like and then they can see what the step before the end looks like, and then it kind of draws a path for them where they are today to start kind of working towards that end goal.

Dolly Stearns: [00:07:41] Absolutely. And it’s it’s kind of like the carrot versus the stick. So if you can identify how you want the story to end, it does you set it, it pulls them forward, which is a whole different energy than the stick, which is, you know, the pushing and trying to get away from the thing that’s going to be painful. And so, you know, the stick will work. It’ll get you to where you want to go. But the peace and the happiness in the balance that somebody is looking for along the way may not happen. Whereas if we’re operating from this being pulled to this amazing thing, hold to how we want the story to end. You can have both the goal and the achievement and the mastery and the peace and the joy and the balance along the way. And who doesn’t want that as their journey?

Lee Kantor: [00:08:27] I think everybody wants that. But there sometimes for folks there’s a fear or something they’re afraid of that might be causing kind of this paralysis where they’re afraid to take that next move. And that next move might be a scary next move, then. It could be difficult, but it could be something that they can it’ll kind of reveal that maybe that isn’t really what they want or that they feel deep down that they’re not good enough to to take that next step. Like fear kind of rears its head in a lot of different ways for a lot of different people. And it prevents them from taking the action. They they say they want to. At least

Dolly Stearns: [00:09:05] That’s true. Absolutely. And so the question becomes, you know, if you don’t move forward with this. Right. So we want to look at all the pieces. So if you don’t move forward, what’s the cost like really? What’s the cost to you? And are you OK with that? Because sometimes we’re like, all right, well, maybe it wasn’t as important. And then the other side of the coin is what are going to be the benefits? And sometimes it’s as simple as the ones they’ve identified. The cost is higher than I want to pay. I can see the benefits are going to be amazing. Then the question can become, what do you need to believe in order to move just just a moment forward, just the next best step. What do you need to believe? And and so sometimes we’re taking little incremental steps. It’s not always about the big leaps. It’s about those incremental steps. And how can you how can you be confident and knowing that this next step is going to take you to the next thing and the next thing and also be OK with if you need to take the side road? Because sometimes that happens, like how many of us have set a goal for ourselves? And then we’re like about halfway there. We’re like, I don’t know if this is exactly the way I want it to look. And so what do we need to be OK with to take a little bit of a detour? I know I’ve experienced that in my life and with so many of my clients, they’ve experienced that as well. So what do we need to believe and and what do we need to know to be OK with with making the side step?

Lee Kantor: [00:10:31] Yeah, one of my favorite books is called The Obstacle is the Way. And a lot of people try to spend their life avoiding obstacles. But if you just realize that obstacles are just part of your journey and that going around them are over or under them or through them is just part of the journey and not kind of use them as an excuse or as an insurmountable hurdle, you’ll find that the journey you did, like you said, just take that next step. What are you going to do in one second from now? Just incrementally, just improve a little bit and then, you know, amazing things can happen.

Dolly Stearns: [00:11:06] Yes, yes, and another word that comes up a lot between stuff is stress, right? So I’m feeling stressed about this decision or stress about this thing that’s happened. And the thing is, and this is such a bigger concept, even I have to sit with it for a minute, is that stress is created either by thinking of things that are coming, the potential things that are coming or things that have happened. It’s really not about being in the moment. So if we can just recognize that really, yes, we can pre plan for things that are coming, but we’re really just in this moment. So how do we want to experience this moment and those obstacles that could happen? Absolutely they could. But if we’re going to make up stories, why don’t we make up some good ones, too, as opposed to the oh, my gosh, this obstacle is going to be so big I can’t surmount it. Yes, that could be true. And what’s the and what are some other possibilities now?

Lee Kantor: [00:12:02] Do you find that? I don’t know if this is just a human nature thing, but when people imagine a future, a lot of times they go negative and they think about all the negative ramifications of it and they don’t kind of play out all the positive outcomes. Is that something that you see in folks who work with.

Dolly Stearns: [00:12:23] Yes, I. I think you’ve hit it on the head with that is that human nature thing. And I think that goes back to caveman days where, oh my gosh, if I wasn’t planning on this worst case scenario, I would get eaten by the lion kind of a thing that Bush wrestling over there. It’s got to be something bad on the other side of it. And I don’t think that we’ve necessarily developed over time sometimes to recognize that that rustling of the bushes. Yes, it could be the lion. It could also be a lot of other things. And so I think it’s a protection mechanism and that can make life feel hard. It can make our life experience hard, not just for ourselves, but the people who are closest to us. And it feels like a struggle. And so I think one of the things that I love doing is exploring all the possibilities, not even all of the possibilities, because we don’t know what all the possibilities are. But inviting somebody to go, OK, yes, this could be it. And what else could it be and what else could it be? And when I have a client who gets stuck, it’s one of my favorite things to do is to say, I want you to think of the most ridiculous thing that this could mean, because that really helps to get us unstuck. And then we lighten the mood and we’re laughing and exploring all of the possibilities and not evaluating it. Is that really possible? But just what could it be? And it really creating this large list of possibilities and then choosing the one or two that allows us to move forward as opposed to. Well, it’s got to be the worst case scenario. It could and it could be something else

Lee Kantor: [00:14:04] Now in your practice. How important is kind of building this community of entrepreneurs and leaders, is that part of what you offer the people that you work with it? This is kind of a safe place for folks that are like minded to get together and really help each other get to the to get to a new level.

Dolly Stearns: [00:14:26] Yes, actually. So I do a lot of one on one work and I also do a lot of group work. And I love the group work because we have so much more in common than not. And so it does provide that safe space of knowing that, oh my gosh, somebody else might be experiencing this. And then everybody gets to bring their collective wisdom to the table in a safe environment where things are held sacred and they can be just 10 percent more vulnerable and that 10 percent more vulnerable is how relationships and trust is built. And so I love the collaboration because I learned in the process as well, and I am the consummate student, but it just it creates a connection and a thread where I think we’re not feeling so isolated. And as entrepreneurs and leaders, often it can feel isolating, like we’re on this path by ourselves instead of bringing people together in a group where they’re recognizing, oh my gosh, somebody else is walking the same road as I am or somebody who’s done through this thing and they’re on the other side. And what’s the wisdom that I can take from what they have going on? So I think there’s a time and place for both one on one and for group collaboration, and it’s exciting for both of those pieces.

Lee Kantor: [00:15:41] Now, if somebody wants to learn more and have a more substantive conversation with you or somebody on your team, what is the website

Dolly Stearns: [00:15:50] They can go to w w w a line up Alija, end up now dot com. And if they put forward slash free, they can set up a 90 minute discovery and coaching call with me. I’d love to collaborate.

Lee Kantor: [00:16:06] Wow. That’s very generous. 90 minutes to really kind of dig in there and see if there’s some help you can give somebody or to just see if it’s a right fit. That’s very generous.

Dolly Stearns: [00:16:17] Thank you.

Lee Kantor: [00:16:19] Well, thank you so much for sharing your story today

Dolly Stearns: [00:16:22] And appreciate the time with you. My pleasure.

Lee Kantor: [00:16:26] And one more time, it’s a line up now. Dot com is a website, allegan up, A.W. dot com. And if you do slash for free, you can get on Dollis calendar. Thank you again for sharing your story. You’re doing important work and we appreciate you.

Dolly Stearns: [00:16:43] Thanks, Lee.

Lee Kantor: [00:16:44] All right. This is Lee Kantor. We’ll see you next time on Coach the Coach Radio.

 

Tagged With: AlignUp Coaching, Dolly Stearns

Powerful Partnerships and Networks for Women Leaders

August 13, 2021 by John Ray

Powerful-Partnerships-Inspiring-Women
Inspiring Women PodCast with Betty Collins
Powerful Partnerships and Networks for Women Leaders
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Powerful Partnerships And Networks For Women Leaders (Inspiring Women, Episode 35)

The relationships which spring from powerful partnerships and networks are vital for both professional success and personal growth. On this edition of Inspiring Women, host Betty Collins assembled a mastermind group of dynamic leaders to discuss the power of partnerships:  Mary McCarthy, Women’s Small Business Accelerator, Michelle Casper, NAWBO Columbus, and Rachel Winder, Benesch Law. Inspiring Women is presented by Brady Ware & Company.

Betty’s Show Notes

The underlying issue of this topic is that partnering means that you are not alone while trying to build your career, your business.

My greatest times, professionally and personally, have been when I started these powerful partnerships and networks for women. It continues to play a major role in my life as a leader.

I wish I knew this when I was 20 something, even in my 30s. But I didn’t really get it until I was in my late 40s.

No matter what age you are, or at any point you are in your professional career, it’s really key to have powerful partnerships and networks.

And by the way, it’s not just a professional thing. This continues to be so huge for me personally.  Be open to making sure you’re establishing these types of relationships.

Less is better with relationships, because they’ve got to be correct for you. They need to be strategic, lining up with your why.

I’m not talking about connecting with big names people. I’m talking about people who have similar goals and ethics as you. And they get out there, and they influence.

Never underestimate the power of those partnerships. It takes work and commitment. You’ll need to be consistent and persistent to build these relationships. But the dividends are huge in your personal and professional development and impact.

With me on the episode is Mary McCarthy, Co-founder and President of the Women’s Small Business Accelerator.

The Women’s Small Business Accelerator (WSBA) is a non-profit accelerator founded by successful women business owners for women business owners. They provide education, peer support, mentoring, and accountability to help women on their entrepreneurial journey – to start and grow their own businesses.

I am also joined by Michelle Casper, past President and board member of NAWBO Columbus.

Established in 1996, NAWBO Columbus has a longstanding history in the greater Columbus area. They are currently the largest chapter in the nation and pride ourselves in elevating women business owners through connections, advocacy, and mentorship.

And last, but not least, I am honored to have Rachel Winder, Government Relations Manager with Benesch Law, on this episode. She is the advisor for the Columbus chapter of NAWBO.

Benesch is an AmLaw 200 business law firm and limited liability partnership with offices in Chicago, Cleveland, Columbus, Hackensack, San Francisco, Shanghai and Wilmington.

The firm is known for providing highly sophisticated legal services to national and international clients that include public and private, middle market and emerging companies, as well as private equity funds, entrepreneurs, and not-for-profit organizations.

These three women are willing to give, with a blind eye to how it helps them.

This is THE podcast that advances women toward economic, social and political achievement. Hosted by Betty Collins, CPA, and Director at Brady Ware and Company. Betty also serves as the Committee Chair for Empowering Women, and Director of the Brady Ware Women Initiative. Each episode is presented by Brady Ware and Company, committed to empowering women to go their distance in the workplace and at home.

TRANSCRIPT

[00:00:00] Betty Collins
So, today, we’re going to talk about powerful partnerships and networks for women in business, women leaders, women who own businesses, women in general. And I’ve got just a really, really cool guest, I think you’re going to like them. But I want to talk about powerful partnerships and networks. When I say that, it sounds so mighty, like you could conquer whatever is brought your way. Then this mightiness, on top of that, is just really for women.

[00:00:31] Betty Collins
Even better, right? So, I want to have this podcast today for all of you, because this has been so impactful in my professional and personal life. The underlying issue of this topic is that, partnering implies not being solo or by yourself. My greatest times, professionally and personally, have been when I started these powerful partnerships and networks for women. It has played, and continues to play this major role in my life as a leader. So, I wish I knew this when I was 20 something, hey, even in my 30s.

[00:01:07] Betty Collins
But I did not really get this, and be part of it till my late 40s. So, I really want to communicate to my audience today, to the women in the audience, no matter what age you are, or at the point you are in your professional career, it’s really key to have powerful partnerships and networks. And by the way, it’s not just a professional thing. It has been so huge for me personally. So, really, be open to making sure you’re establishing these types of relationships.

[00:01:41] Betty Collins
And I’ve been in all types of networking groups, we’re not talking about networking today, throughout my career, but it was more like the right thing to do, which is part of my job. It really wasn’t that impactful, but powerful partnering is not having 1200 Facebook friends. It’s not name-dropping. That’s just called connecting or fantasizing that you know all these people. Less is better with relationships, because they got to be correct, and they got to be strategic, and they’ve got to line up with your why.

[00:02:12] Betty Collins
Betty Collins’ why is, when the marketplace works in this country, the world works. And when I know that employers can pay those employees, those are households and families that make up communities. So, my partners have to line up with that. And because women are so, right now, the ones starting businesses, and such a dominant presence in the marketplace, it all comes together. So, today I want to talk to you, first, why powerful. Powerful means to me, it’s not having this great power or prestige, but its influence.

[00:02:50] Betty Collins
I’m not talking about big names, I’m talking about people, the ones who have my similar goals and ethics, and they get out there, and they influence. Powerful, meaning to me, that they don’t know just- that they support my why and my purpose. So, today, I want to talk to you about three organizations that have had powerful partnerships in my life. And the impact has been overwhelming, I am extremely grateful. Partnering with these organizations is, really, partnering with its members. It’s developing relationships within the organization, one relationship leads to another, and that’s why I can add the word powerful to it.

[00:03:30] Betty Collins
My company in 2012 merged into Brady Ware, and I met these two women, Caroline Worley and Mary McCarthy. These women have been powerful partnerships, and introduced me to an entire network of women. I’m very grateful for them. And they also founded the Women’s Small Business Accelerator, which is an organization that is pretty easy to understand. It’s women in small business accelerating. And so, today, Mary McCarthy is going to join us.

[00:03:57] Betty Collins
Then they introduced me to the Columbus chapter of the National Association of Women Business Owners in 2014. And I will tell you that my world changed, not because I was a member of this organization, but because of the members, and what the organization stood for. And so today, Michelle Casper, who is the current president of our chapter, will join us. And then lastly, I met Rachel Winder of Benesch who advocates for women. She is the advisor for the Columbus chapter of NAWBO.

[00:04:31] Betty Collins
I was so awed by her connection and networking, got really hooked when I went to Advocacy Day in Washington, DC, when I was the president of NAWBO in June of ’19; when Washington, DC was a fun place to go do so. But during COVID-19, she just started this Friday call. And I will let her talk about that, and in that Friday call, became this organization, the Ohio Women’s Coalition. I’m going to call it, I have a powerful panel today that represent these three wonderful partnerships and networks for women leaders in Columbus, Ohio, and really outside; all of the state of Ohio, for some of them. We give our time, and our treasure, and our talent to them, and it’s all good, but I really am Betty Collins today because of them.

[00:05:19] Betty Collins
And never underestimate the power of those partnerships. It takes work and commitment, you got to be consistent to have these relationships, but the dividends are huge in development and impact. And by the way, my business also just happened to triple as I started being in these groups. But that is a byproduct. So, I’m not talking about powerful partnerships that you can network and grow business.

[00:05:43] Betty Collins
Oh, by the way, that happens. I’m talking about powerful partnerships that really get to your core, they help you with that why, they have impact, and you get some clients along the way, and have some fun. So, we’re going to just talk about these organizations, and we’re going to start with Mary. Mary, just give me your 30 seconds, if you can, it probably is going to go longer, on the WSBA, and then expand on the impact it’s had on you as a leader. So, welcome, Mary.

[00:06:15] Mary McCarthy
Hey, Betty. Thanks for having me on the podcast. So, the Women’s Small Business Accelerator. What we do is we empower women to dream, and to dream big. And then we help them achieve that dream. So, that’s a really important statement, it goes beyond just wanting to be a business owner, but being successful at it. So, we accomplish this by providing tools. And the tools include our education, our training or mentoring, and even the most important, our ongoing support, so that they can be very successful. Our end goal is to monetize our business culture, so that it meets every woman’s big-picture dream of caring for themselves, their families, and their communities.

[00:07:00] Mary McCarthy
So, when you’re talking partnership on this podcast, that’s a very important part of what we do, because we do not believe you should struggle alone. So, we encourage all women, regardless of income, or education level, to include us as a partner in their business ownership success. So, how does this impact me as a leader? It’s very interesting when you think about what leadership means. It means looking at the big picture, surrounding yourself with like-minded people that can help you accomplish your goals, and most importantly, asking for help. So, you believe in that as well, Betty, right?

[00:07:43] Betty Collins
I do, I do.

[00:07:43] Mary McCarthy
We like to think that we can do it all ourselves as women, but the more we ask for help, the more we accomplish.

[00:07:51] Betty Collins
And I know that I have actually utilized the services of the WSBA, because I was a mentee and I needed a mentor. Betty Collins just doesn’t know everything, I know that’s hard to believe, but it’s true. And I really- it was impactful to have this woman who could see my world differently, and then help me understand it. It was really good. So, explain a little bit more, how has this organization impacted you, Mary, as a woman leader?

[00:08:21] Mary McCarthy
There are a number of things that, throughout my career, have impacted me as a leader. And I think that’s an important point we always have to remember. But how did it really help me? When I first realized the desire to create this organization. I took my own advice, and I reached out into the community, and asked people what they thought, what were the needs, what could they use if an organization was created. And by listening, it was amazing to me, all of the incredible ideas that were brought forth, all of the needs that were uncovered. And I have to say, we’ve been around for eight years now, and the incredible women that have supported us, and shared that what we’re doing has really helped so much. It’s amazing to me, but I’m leading by listening.

[00:09:16] Betty Collins
Well, I appreciate your thoughts. We’re going to move on to Michelle Casper, who is the NAWBO president, and she is an attorney. So, Michelle, give us your 30 seconds, if that’s possible, it might take longer, on NAWBO Columbus. And tell us about that first day you walked into that lunch, I always love to hear you talk about that, and then the impact that it’s had on you as a leader.

[00:09:39] Michelle Casper
Thanks, Betty. And thank you for having me on this podcast. I’m really excited to be here, and I’m excited to be in the company of other great women. And I love this question about the first day you walked into a NAWBO lunch, so let me set the stage. This was about five or six years ago. I had moved from Chicago, where I was, at the time, an associate in a Midwest law firm. Moved to Columbus, Ohio. It was an out-of-the-blue move that came with a job opportunity for my husband.

[00:10:09] Michelle Casper
We packed up our young family, we moved to Columbus, Ohio. I knew not a single person. There was nobody in the city that I knew, other than my husband. And a colleague in my Indianapolis office said to me, “Hey, there’s this organization called NAWBO. I think you should go and check it out.” And I said, “Okay, great. I don’t know anybody. I’ve got to start to get to know some people.”

[00:10:33] Michelle Casper
And I was a little nervous, because I didn’t know anyone, and I was going to go to this event. So, I called up a friend of mine and I said, “Hey, let’s go to this NAWBO event.” It was a good-to-great event. So, our good-to-great is when we bring together inspiring, influential women in the community, and we give other business owners, and women in business an opportunity to roundtable with them. So, I remember that day so distinctly, and I walked into the room knowing nobody, with my friend by my side, and people just started coming up to me, people that I didn’t know.

[00:11:11] Michelle Casper
And they’d say, “Hi, my name’s Sue. What’s your name? What’s your business? Tell me about your life. How can we help you?” And this happened over and over at this meeting. And I left there, and I was just so blown away, and so inspired. And when I look back at that meeting, I realize that it taught me why it’s so important to give as a leader. And I think when we’re in a leadership position, and we have built up those connections and partnerships, we gain more by sharing them.

[00:11:45] Michelle Casper
We gain more by connecting people through introductions, strategic alliances. And I think when you get to that point as a leader, it’s really important to listen to what people need, and Mary touched on that a little bit. And it’s important to provide a path for them, that perhaps, they didn’t know existed. And that was really what was done for me when I walked into that first NAWBO meeting. And quite honestly, it solidified my belief and my passion in the organization.

[00:12:14] Michelle Casper
And it’s why I’m sitting where I am now as the president, trying to get back. It’s because somebody gave to me in the first place. And when we look back, we really have no idea, the power of our kindness, and our time, and our resources until we start to give them away. And that was really the foundation of building powerful partnerships in my life here in Columbus, where I knew no one. And now fast forward five, six years later, we just opened up our very first office here in Columbus, Ohio, for my firm, Smith Ahmanson. And these things would not be possible had I not walked into that NAWBO meeting, and started to meet the women that would really change the path for me.

[00:12:57] Betty Collins
And you know what I love with the first two of you? First of all, by the way, Michelle is the president of NAWBO during a pandemic. She has just really been this amazing leader through this time, but anyway. But what you’re hearing from the first two guests, and you’ll hear from the third is, when they’re talking about powerful partnerships, they didn’t bring up that, “My book of business grew.” They didn’t bring up that, “Hey, look what I got.” They’re talking about the giving factor, which is awesome.

[00:13:28] Betty Collins
So then we go to Rachel Winder. And Rachel is, I don’t know anyone who doesn’t know Rachel in Columbus, Ohio, or in the state, because she is such an advocate for women and what we could-. We have a long way to go, and she’s just really in the fight with that. And I met her through NAWBO as well, and then we attended the advocacy day together. So, Rachel, give the audience a feel on how this Friday’s at noon, during a pandemic, we formed this amazing organization.

[00:14:00] Rachel Winder
Absolutely, yeah. Thank you, Betty. Thanks so much for having me. So, this all happened organically in the middle of a pandemic. It was March of 2020, and the Ohio governor, Governor DeWine, had, basically, shut down the economy here in Ohio to help keep us healthy. But he put together a commission coalition of individuals that were called the Economic Recovery Committee, or Economic Recovery Commission. It’s a group of businesses that were going to help open up the economy back up.

[00:14:41] Rachel Winder
A number of organizations were concerned that the individuals that were serving on this economic recovery committee weren’t necessarily representative of the businesses in Ohio. There were zero micro businesses, or businesses that had less than twenty employees. There were limited women that served on this recovery committee, and there were limited minorities that served on this recovery committee, and that wasn’t right. And there were a number of organizations that were concerned and wanted to, for lack of a better word, put out a scathing letter condemning the acts of the governor.

[00:15:21] Rachel Winder
And they came to NAWBO Colombus, and I’m so fortunate I’m the public policy adviser for NAWBO Columbus. And they asked our opinion, do we want to join this letter? Do we want to sign on? And it was of my opinion and many others that, “Hey, why don’t we pull back? Why don’t we see if we can find a seat at the table? Why don’t we find a way if our voices can be heard? Instead of just complaining or being upset that they’re not, let’s just make sure that they are.”

[00:15:51] Rachel Winder
And so, I called the governor’s office, and I managed to get somebody who was willing to talk with us, who was an adviser to the governor that was putting together this economic recovery. And all of these organizations came together on a Zoom call. This was when Zoom- this, maybe, was my second Zoom call ever. But all of these organizations came together, and we had this individual from the governor’s office. And all of a sudden, the light bulb went off that, “Holy moly, look how energized we are. Look how powerful we are. Look at all of us together here in this room making our voices heard, in this virtual room.”

[00:16:36] Rachel Winder
But anyways, it was so inspiring, and so successful that- it happened to be Friday at 11 o’clock that week. And we immediately were like, “Well, who else could we get to join this call? Who else needs to hear our voice?” And lo and behold, every Friday at 11 o’clock, we started inviting people to the room, and what was so, and almost surprising to me, was that they came. And another light bulb moment was when, I hate to be surprised that they came, but I was surprised that they came. I’m no longer surprised, now I expect them to be there.

[00:17:15] Rachel Winder
But we asked a division of the Development Services Agency, which is a cabinet in the governor’s office. And there’s a small division inside of it. And we asked that director to join us, and they instead, bumped us up to the governor’s cabinet member, Director Lydia Mihalik, and said, “She should be on this call, not me.” And that, again, was a light bulb moment, like, “Holy moly, I cannot believe we’ve been bumped up to the director.” Normally, I’m bumped down to the assistant, to the assistant.

[00:17:46] Rachel Winder
So, here we are getting bumped up, and we realize the power of this collective voice. And so, long story short, we incorporated, and we became the Ohio Women’s Coalition, and we’re the first statewide organization fighting for women’s economic growth and women’s businesses on a statewide level. And I’m so proud of Betty and Mary on this call, both who have joined the board, and who are there with me fighting all the way.

[00:18:22] Betty Collins
So, those are three of my favorite organizations, the WSBA, NAWBO Columbus, and the Ohio Women’s Coalition. These are organizations and partnerships. This is not networking. These are partnerships, powerful ones that you get to have impact, supports your why, and you do get to meet more people and network with the right people. So, I have some questions for each one of them.

[00:18:51] Betty Collins
So, thank you, first of all, for describing your organizations. I wanted people to get a feel for that. So, I’ll go to Michelle. Michelle, and probably, if I ask all three of you this question, you answer it fairly same. So, give me your definition of a powerful partnership and network. Outside of NAWBO, you’ve described that, but give me that definition.

[00:19:12] Michelle Casper
So, I really think this goes back to people who are willing to give, particularly when they don’t see what they may gain in return. And when I think about a powerful partnership and network, that’s something that takes time to grow and cultivate, it doesn’t happen overnight. And it’s really much like a deep friendship; you have to grow it over time through trust, devotion and care, and it can’t be one-sided.

[00:19:41] Michelle Casper
When I think about the partnerships and networks that I’ve developed over the years, I see the growth over time, and how I grew that mutual respect. And I really had to take the time to do more listening in the beginning. And to a large extent, that still rings true today; we have to listen to learn. So, when I think about a powerful partnership, I think that that is a group of individuals who have your back, but who also challenge you to be better than who you were the day before.

[00:20:12] Michelle Casper
The people that have been really instrumental in my life have pushed me out of my comfort zone, and they’ve pushed me to places that, maybe, I didn’t even think was possible in my own head. And I think if you ask really successful people what their secret is, that’s a common topic among top executives and top women in their field. “What’s your secret? How did you get there?” They almost always tell you a story about someone else great who believed in them, and who helped them build a powerful network. And I think that’s especially true for women. The mentors that we can develop through these partnerships and networks can really change our path.

[00:20:53] Betty Collins
That’s really good. Great points in there for sure. Rachel, when you’re looking for that partner or, “Hey, let’s go build a coalition.” What characteristics must be there in the people that you’re bringing together?

[00:21:10] Rachel Winder
So, I thought about this. Three came to mind, but there’s lots. But the top three that I thought about right away were, passion. Just listening to the three of you, you all have such passion for what you do, it’s so obvious. I have to have that in my network, so I have to know that they’re passionate. I need to know that there’s authenticity, that it’s an authentic belief in what you’re doing, for the right reasons

[00:21:44] Rachel Winder
Like Michelle was talking about, just giving back. How Betty is so generous with her time, Mary creates organizations to help people. You have to be authentic about what you’re doing, and why. And then, also, I need to be inspired. So, I need to- I think I’m, just by nature, a little bit lazy. So, I really need to be inspired to action.

[00:22:11] Rachel Winder
I need to just- you need to- so, I guess that’s part of the passion and part of the authenticity, but I just need to be inspired by what the organization is doing. I need to just believe that they are doing it for the right reasons, and it’s the right fit for me.

[00:22:28] Betty Collins
Well, Michelle and Mary, do you see Rachael as being lazy?

[00:22:35] Mary McCarthy
Did you hear me chuckle in the background?

[00:22:37] Betty Collins
I did. I did.

[00:22:40] Mary McCarthy
No, Rachel. I think you’re the only one that sees that in you.

[00:22:44] Betty Collins
Yeah. Yeah.

[00:22:45] Rachel Winder
Wow, that’s nice. Well, thank you.

[00:22:48] Betty Collins
Well, knowing Mary in the partnership of the three of us, or the four of us on the phone today, I gave this question to her because she can do things so well. And so, you’ll like the question; when do you not partner and network, and how do you politely divorce yourself? I think only Mary can do that well. So, what would you say? Because there’s times you don’t want to partner and network, right?

[00:23:10] Mary McCarthy
So, Betty, first of all, I cracket up because that’s the question that you gave me of the three, right? So, I’m going to say, I love what I was hearing from everybody, such great advice so far. And you’re right, there are times that we need to either not partner or we need to, maybe, decide that we need to move on. And like everybody else on this call, I’m a very strong believer in partnerships; together we can be unstoppable.

[00:23:41] Mary McCarthy
But if we find that a partnership is not working or that, maybe, we’re not going in the same direction, then the best advice that I can give, truly, is just to be honest. So, start with communicating, and see if you can work out the differences. Because oftentimes, we think we’re communicating, when we’re not really saying the same things to each other. So, we have to listen to what the other person is saying, to make sure we’re on the same page.

[00:24:12] Mary McCarthy
And if we can resolve that first, then great. But if we can’t resolve it, then we do need to look at, potentially, moving on. There’s a really great book that I read, it’s my all time favorite, and I recommend it to everyone. It’s called Essentialism, The Disciplined Pursuit of Less, by Greg McKeown.

[00:24:33] Betty Collins
Great book. Love that one.

[00:24:34] Mary McCarthy
Isn’t it? A fabulous book. He talks about being realistic with your time. Because sometimes partnerships don’t work just because you’ve overcommitted, and you’ve added one more thing to your to-do list, that you really just don’t have the time to do. So, if it doesn’t fit- so, his concept is not less, but more, it’s less, but better. What can we be/do that we can be the best at? So, if we’re going to partner, we want a partner well.

[00:25:03] Mary McCarthy
We want to communicate clearly, and we want to really make sure that we work together to the hit end goals. And if it’s not working, and the communication doesn’t work, then we just have to, again, honestly communicate and say, it just doesn’t work. And you need to move on. So, you don’t want to be passive aggressive, you don’t want to just disappear and not communicate, because then they don’t understand. So, as long as you communicate honestly, they may still be mad at you, but that’s okay, because at least you communicated, and with a positive intent.

[00:25:36] Betty Collins
This year, one of my themes in my life is, for my mental state, is you’ve got to know the difference between branches and twigs. Branches give life, and twigs are good for firewood, and they burn and they’re done. And I think it even speaks for itself, but you do have to make those decisions sometimes, of this is just not- this isn’t lining up for me.

[00:25:57] Betty Collins
And then you waste a lot of time in a partnership or in a network that’s not alignment, and time is too precious. So, Rachel, can you give us an example of your best powerful partner? And you don’t have to say NAWBO, and you don’t have to say- but it could be a person, it could be whatever. But who is that best that you’ve had, and why?

[00:26:19] Rachel Winder
Wow. So, I hope this isn’t cheating, but it is NAWBO.

[00:26:24] Betty Collins
Okay, good. Michelle we like that, right?

[00:26:27] Rachel Winder
Absolutely.

[00:26:29] Michelle Casper
Yes, we do.

[00:26:30] Rachel Winder
It’s absolutely NAWBO Colombus. They introduced me to just finding that passion. Before I was introduced to NAWBO, I’ve done lobbying my entire career, and most of my career was lobbying for the large Fortune 50 telecommunications companies. And they were great jobs, don’t get me wrong, great opportunities, telecommunications are really important, but I don’t think I ever realized I was missing something from that opportunity.

[00:27:05] Rachel Winder
And in 2014, I had the opportunity to work with NAWBO Columbus, and it was from you all that I just learned about how inspiring, and exciting, and fun it is to accomplish something, and be passionate about it. And the Organization of Women, I have a similar story to you, Michelle. My first time walking into a NAWBO meeting, it blew me away. Mine was a big visionary award event, it was unbelievable, I’ll never forget it. But it’s absolutely NAWBO Columbus.

[00:27:36] Betty Collins
Thank you so much. It’s been extremely impactful for all of us on this call, for sure. But that’s a good example. Michelle, we’re in 2021. What powerful partnerships and network is going to help women in leadership today, outside of the three that we’ve talked about? Maybe something else that you’re familiar with.

[00:27:59] Michelle Casper
So, I’m going to pivot this one a little bit, and answer it with almost a question, but I’m going to tell you why. So, I think this is a great question. And I really sat with it for a long time, as I prepared for today. And the three organizations that we’ve highlighted on this call are just influential, wonderful organizations, and places where women who are developing leadership, growing their businesses can absolutely look to, and get involved in, to really further what they’re trying to do in their lives.

[00:28:31] Michelle Casper
And I think women, in particular, and I think that this is highlighted since the pandemic hit, are facing an incredible shift in the demands placed upon us. And it’s absolutely affecting us disproportionately to men. I saw a statistic that in December of just this past year, we lost 140,000 jobs. And all of those were jobs that women lost. And even more alarming is that the job losses disproportionately affected black and Latino women, far more than they did white women. But the job losses didn’t affect men. They actually gained in jobs.

[00:29:09] Michelle Casper
And when we think about what we need for women in 2021, I think we need to start talking more about how we provide resources to women to help them grow, both successful careers and successful families. Back in the 1960s, when the women’s lib movement was really taking root, and we saw these women slip on their heels, and go out to work, and become professionals, what we didn’t see was society and government provide the support that they needed; things like family leave, help with childcare, flexible work hours.

[00:29:44] Michelle Casper
These are all things that we continue to struggle for, and they’re the reasons that we see a lot of women, especially since this pandemic hit, leaving their current jobs. Because we’re really having to juggle a lot with our careers and with our families. And I say that from the perspective of a woman in her early 40s, who has young children at home, with virtual school going on, and really trying to balance a lot, being a partner in my law firm, the managing partner of our Columbus office.

[00:30:14] Michelle Casper
So, when I think about what leadership women need in 2021 and moving forward, I believe, very strongly, that we need flexible options, and we need to start having some conversations about what employers and government support can give to that flexibility, to give us a real shot at not having to choose between family and career. And that’s the question that I leave for the group; what organization is best poised to have those tough conversations, to make sure that the gains that we’ve made as women in business are not something that we lose with all that we’re juggling, especially now during this time, and in our history?

[00:30:55] Betty Collins
Really awesome pivot. Really, really good. I’m going to let Mary and Rachel, do you want to add to that, or respond to that? Because that’s just perfect.

[00:31:06] Rachel Winder
I’m still sad about the statistic, and that we just keep, continuously, being hit, and we’re not getting the support that we need. I tell this story, but if you look at the state budget, which is a two-year 41-billion-dollar budget, two years ago, women were only mentioned in relation to rape crisis centers, and domestic violence, and infant mortality. And so, the support we’re getting from the state is, all these social issues where we’re victims.

[00:31:43] Rachel Winder
And maybe if they invested a little bit up front to help women in businesses and to help this network of organizations that support these, provide direct support services for women’s economic growth, if they just, maybe, looked at the front-end a little bit, it could make a big difference.

[00:32:01] Betty Collins
Any insight, Mary?

[00:32:03] Mary McCarthy
I’m going to join in on that one as well. I think, Michelle, you just said it so beautifully, and Rachel brought up a really good point. And I hear [INAUDIBLE] a statistic that I haven’t run across. And the statistics stated that one percent growth in entrepreneurship can decrease poverty by two percent.

[00:32:25] Betty Collins
Wow.

[00:32:26] Mary McCarthy
Right? So, when we think about what Michelle was saying, the greatest challenge for women is trying to balance all of these different things. And well, my children are growing, because I can work from home, I’m now babysitting. So, along with Michelle, I’m trying to work, and take care of kids, and help with the school work.

[00:32:48] Mary McCarthy
And I’m lucky that I can help, but what do you do if you don’t have that support system, so the majority of things still fall on us, and women have been disproportionately impacted by the current situation, and the businesses that are closing the most are women’s businesses. And when you think about the term lifestyle, they say that most women create lifestyle businesses, as if that’s a negative thing.

[00:33:20] Mary McCarthy
Well, the definition of lifestyle is a business that cares for the business owner, their family and their community. I think that’s a great thing to create a lifestyle business, if you can accomplish those three things. But there are the stylists, the massage therapists, the caterers, and they have been really harmed in this situation. And we have to look at what we can do to support them, because it supports their families, which supports our communities.

[00:33:49] Betty Collins
Well, I could stay on with you ladies all day, but we do have to go. And I cannot thank you enough; the WSBA, NAWBO Columbus, as well as NAWBO National, and the Ohio Women’s Coalition for being here today, first of all, for sharing your perspective, and sharing that impact that it had on you as well as our communities. I’m truly grateful. You all are part of my powerful partners and network, and certainly made me better, professionally and personally.

[00:34:25] Betty Collins
And my leadership skills and influence have, hopefully, had some impact, and I can’t thank you guys enough. And I want to end on one thing that was so positive, that I would challenge anyone who’s listening today. Amanda Gorman, who spoke at Joe Biden’s inaugural, I have read her poem over and over. And I look at that 22-year-old and say, the powerful connection and partnerships that she probably developed that day, but in her life, there’s just impact that will happen.

[00:35:02] Betty Collins
That’s what it is all about. And by the way, you get to know people, you get to have lifetime friendships, you get to have a business that grows. And then you, really, can look back and go, “Yeah, this was really a cool ride.” So, I really appreciate all you guys coming on today.
[00:35:19] Betty Collins
I am Betty Collins, and I’m glad that you joined me. Inspiring women is just what I do, and I leave you with this; being strong speaks of strength, but being courageous speaks to have a will to do more and overcome.

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

Betty Collins is the Office Lead for Brady Ware’s Columbus office and a Shareholder in the firm. Betty joined Brady Ware & Company in 2012 through a merger with Nipps, Brown, Collins & Associates. She started her career in public accounting in 1988.

Betty is co-leader of the Long Term Care service team, which helps providers of services to Individuals with Intellectual and Developmental Disabilities and nursing centers establish effective operational models that also maximize available funding. She consults with other small businesses, helping them prosper with advice on general operations management, cash flow optimization, and tax minimization strategies.

In addition, Betty serves on the Board of Directors for Brady Ware and Company. She leads Brady Ware’s Women’s Initiative, a program designed to empower female employees, allowing them to tap into unique resources and unleash their full potential.  Betty helps her colleagues create a work/life balance while inspiring them to set and reach personal and professional goals.

The Women’s Initiative promotes women-to-women business relationships for clients and holds an annual conference that supports women business owners, women leaders, and other women who want to succeed. Betty actively participates in women-oriented conferences through speaking engagements and board activity.

Betty is a member of the National Association of Women Business Owners (NAWBO) and she is the President-elect for the Columbus Chapter. Brady Ware also partners with the Women’s Small Business Accelerator (WSBA), an organization designed to help female business owners develop and implement a strong business strategy through education and mentorship, and Betty participates in their mentor match program.

She is passionate about WSBA because she believes in their acceleration program and matching women with the right advisors to help them achieve their business ownership goals. Betty supports the WSBA and NAWBO because these organizations deliver resources that help other women-owned and managed businesses thrive.

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

“Inspiring Women” Podcast Series

This is THE podcast that advances women toward economic, social and political achievement. The show is hosted by Betty Collins, CPA; Betty is a Director at Brady Ware & Company. Betty also serves as the Committee Chair for Empowering Women, and Director of the Brady Ware Women Initiative. Each episode is presented by Brady Ware & Company, committed to empowering women to go their distance in the workplace and at home. For more information, go to the Resources page at Brady Ware & Company.

Remember to follow this podcast on Apple Podcasts and Google Podcasts. And forward our podcast along to other Inspiring Women in your life.

The complete “Inspiring Women” show archive can be found here.

Tagged With: Betty Collins, Inspiring Women with Betty Collins, networking, networks, partnerships, Powerful Partnerships And Networks For Women Leaders, Women in Business, women leaders

Choosing Resources to Support Employee Behavioral Health, with Dr. Thomas Young, nView, Robyn Hussa Farrell, Sharpen, and Dr. George Vergolias, R3 Continuum

August 12, 2021 by John Ray

Nview
Minneapolis St. Paul Studio
Choosing Resources to Support Employee Behavioral Health, with Dr. Thomas Young, nView, Robyn Hussa Farrell, Sharpen, and Dr. George Vergolias, R3 Continuum
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Nview

Workplace MVP:  Choosing Resources to Support Employee Behavioral Health, with Dr. Thomas Young, nView, Robyn Hussa Farrell, Sharpen, and Dr. George Vergolias, R3 Continuum

With all the newly developed approaches, resources, and tools that employers can access to support employee behavioral health, how does one decide on which to use? It’s a high stakes question which many employers are struggling to solve. Host Jamie Gassmann explores answers with three outstanding professionals:  Dr. Thomas Young of nView, Robyn Hussa Farrell with Sharpen Minds, and Dr. George Vergolias, R3 Continuum. Workplace MVP is underwritten and presented by R3 Continuum and produced by the Minneapolis-St.Paul Studio of Business RadioX®.

nView

nView is a team of doctors, scientists, authors, technologists, parents, families, survivors – passionately focused on mental illness and how it’s perceived, assessed, diagnosed, and treated.  They are activists, advocates, business leaders, and disruptors who are determined to alter a status quo that is failing by any statistical measure.

They are realists who know change is difficult, and also dreamers who understand change is necessary.  They categorically refuse to go quietly into that good night, and they are hopeful for meaningful dialogue and change. They are committed to doing better, being better, driving big changes in the perceptions of and treatments for mental health.

Cited in thousands of FDA-approved studies and clinical trials, nView empowers healthcare professionals, educators and researchers with software solutions that allow them to more accurately and efficiently identify, diagnose, and monitor these individuals who need behavioral health assistance.

They uniquely do this through evidence-based solutions that have been referenced or validated in more than 17,000 studies and used by physicians all over the globe for the past 25+ years.

Thomas R. Young, MD is a board certified family physician with more than 35 years of medical experience. He is recognized as an innovator and thought leader in the fields of Consumer Directed Health Care and Population Healthcare Management.

Company website

Dr. Thomas Young, Chief Medical Officer & Founder, nView

nView
Dr. Thomas Young, Founder and CMO, nView

Dr. Young served for six years as the Medical Director of Idaho Medicaid and has remained active in the formation of medical and mental health policy for the state of Idaho. Dr. Young was also Chief Clinical / Medical Officer of Idaho Medicare QIO Qualis Health.

Previously, Dr. Young served as Executive Vice President and Chief Medical Officer at Connextions Health, a Florida-based healthcare technology company that was acquired by Optum Health, a division of United HealthGroup.

Dr. Young also served as President of Behavioral Imaging Solutions, a technology firm recognized for its application of video imaging for the treatment of children with autism. Most recently, he served as Chief Operating Officer at US Preventive Medicine, a health technology leader in Population Health Management.

He is also a successful entrepreneur. His businesses ventures include Diversified Franchises, LLC which owns a chain of specialty restaurants, a home health business, and Elite Sports Society, a successful sports marketing business where he serves as the business development officer.

LinkedIn

Robyn Hussa Farrell, MFA, E-RYT, Founder and CEO, Sharpen

Robyn Hussa Farrell, MFA, E-RYT, Founder and CEO, Sharpen

Robyn Hussa Farrell, MFA, E-RYT, Founder and Chief Executive Officer for Sharpen, extends knowledge in building large-scale initiatives to listen closely to the stakeholders, individuals with lived experience and clinicians to ensure all voices have been incorporated into prevention of mental illness and substance use disorders. For nearly two decades, Robyn has been building collaborative relationships between state agencies, educational systems, public health, and researchers across the U.S. to increase connectedness and primary prevention for communities.

Hussa’s tiered model for teaching mental health, population health, and prevention in schools has been published in peer-reviewed medical journals. She has built mindfulness-based stress reduction initiatives that incorporate trauma-informed Resilient Schools frameworks in the state of South Carolina. Robyn served as an advisory committee member for Way to Wellville/Rethink Health Community Engagement and Listening Campaign and served as SC Youth Suicide Prevention Spartanburg County coordinator through the SC Department of Mental Health Office of Suicide Prevention. She founded four companies, first an award-winning NYC theatre company, Transport Group, which earned the prestigious Drama Desk award its first 7 years of operation and celebrates its 20th anniversary.  Robyn and her husband Tim met as award-winning artists in NYC almost 30 years ago and have directed over 3,000 films, live events and educational programs through Sharpen and their production company, White Elephant Enterprises.

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Sharpen

Healthy communities are made up of healthy individuals. Sharpen provides a cost-effective and flexible platform that: Provides easy access to research-based, standards-aligned, and award-winning content for mental wellness, enhances, extends, and expands the reach of therapists or counselors. connects and coordinates local and regional community resources, provides data to improve resource utilization, and builds individual, family, and community capacity, competence, and confidence to navigate successfully in these uncertain times and in the future.

IMPACT:
– 15 years research
– Suicide prevention focus
– Trauma-informed
– Self-guided CBT available 24 hours a day
– Evidence-based
– Highly customizable
– 200+ experts in 450 modules

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Dr. George Vergolias, Vice President and Medical Director, R3 Continuum

Dr. George Vergolias, Medical Director, R3 Continuum

George Vergolias, PsyD, LP is a forensic psychologist and threat management expert serving as Vice President and Medical Director for the R3 Continuum. As part of his role of Vice President and Medical Director of R3 Continuum, he leads their Threat of violence and workplace violence programs. Dr. Vergolias is also the founder and President of TelePsych Supports, a tele-mental health company providing involuntary commitment and crisis risk evaluations for hospitals and emergency departments. He has over 20 years of forensic experience with expertise in the following areas: violence risk and threat management, psychological dynamics of stalking, sexual offending, emotional trauma, civil and involuntary commitment, suicide and self-harm, occupational disability, law enforcement consultation, expert witness testimony, and tele-mental health. Dr. Vergolias has directly assessed or managed over one thousand cases related to elevated risk for violence or self-harm, sexual assault, stalking, and communicated threats. He has consulted with regional, state, and federal law enforcement agencies, including the FBI, Secret Service, and Bureau of Prisons. He has worked for and consulted with Fortune 500 companies, major insurance carriers, government agencies, and large healthcare systems on issues related to work absence management, workplace violence, medical necessity reviews, and expert witness consultation.

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R3 Continuum

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

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About Workplace MVP

Every day, around the world, organizations of all sizes face disruptive events and situations. Within those workplaces are everyday heroes in human resources, risk management, security, business continuity, and the C-suite. They don’t call themselves heroes though. On the contrary, they simply show up every day, laboring for the well-being of employees in their care, readying the workplace for and planning responses to disruption. This show, Workplace MVP, confers on these heroes the designation they deserve, Workplace MVP (Most Valuable Professionals), and gives them the forum to tell their story. As you hear their experiences, you will learn first-hand, real life approaches to readying the workplace, responses to crisis situations, and overcoming challenges of disruption. Visit our show archive here.

Workplace MVP Host Jamie Gassmann

In addition to serving as the host to the Workplace MVP podcast, Jamie Gassmann is the Director of Marketing at R3 Continuum (R3c). Collectively, she has more than fourteen years of marketing experience. Across her tenure, she has experience working in and with various industries including banking, real estate, retail, crisis management, insurance, business continuity, and more. She holds a Bachelor of Science Degree in Mass Communications with special interest in Advertising and Public Relations and a Master of Business Administration from Paseka School of Business, Minnesota State University.

TRANSCRIPT

Intro: [00:00:04] Broadcasting from the Business RadioX Studios, it’s time for Workplace MVP. Workplace MVP is brought to you by R3 Continuum, a global leader in workplace behavioral health and security solutions. Now, here’s your host, Jamie Gassmann.

Jamie Gassmann: [00:00:24] Hi, everyone. Your host, Jamie Gassmann here, and welcome to this episode of Workplace MVP. Employee behavioral health has been a growing focus for employers over the years. And looking at the last year-and-a-half with the global pandemic, this focus has become even clearer and the need to take action even more prominent. For years, employers have leaned on the support and resources made available through more traditional methods. Now, along with the increasing focus, comes a new set of approaches, resources, and tools that employers can leverage in expanding the support they offer to their employees.

Jamie Gassmann: [00:01:00] Knowing which to choose in offering additional support to employees can be overwhelming. Do I go with the new app? Do I go with the new service, resource? And the list goes on. How can one choose the most effective approach in offering support services for their employees?

Jamie Gassmann: [00:01:17] Well, today, to help shed some light on how employers can approach making a decision on choosing the most appropriate support tools and resources for their employee’s behavioral health are three amazing MVPs: Dr. Tom Young, Chief Medical Officer and Founder of nView; Robyn Hussa Farrell, CEO and Cofounder of SharpenMinds; and Dr. George Vergolias, Medical Director for R3 Continuum. Welcome, everyone, to the show. So, our first workplace MVP is Dr. Tom Young, Chief Medical Officer and Founder of nView. Welcome, Dr. Tom Young.

Tom Young: [00:01:55] Good morning. Glad to be here.

Jamie Gassmann: [00:01:58] So, let’s start off with you telling us a little bit about yourself and your company, nView.

Tom Young: [00:02:04] Sure. Thank you, Jamie. My background is in family medicine. I started out in family medicine many years ago. And have evolved my practice life over the years to behavioral health. The last 20 years, I’ve been in the behavioral health space seeing the need for improved tools and improved methodologies, particularly for primary care doctors. I practiced everywhere, from small rural towns where I was the only doctor for a thousand square miles, to city-based areas, and seeing the need.

Tom Young: [00:02:43] And so, that’s kind of how nView began to evolve, back in early 2016, running across some tools that were out there, but finding a better way to get those in the marketplace, to get those to primary care doctors. But, basically, to help and begin to help in the battle, if you will, that we have in this country and have had for years around mental health issues.

Jamie Gassmann: [00:03:12] So, your company, nView, has won several awards. Talk to me about how you’ve won those awards. What were some of them focused on?

Tom Young: [00:03:21] Yes, we have, and we’ve been very proud of that. We started out our sort of journey, if you will, in the mental health space, in the pure research space. Our tools have been used around the world over the past 25 plus years, particularly in pharmaceutical research trials, large clinical trials, multinational clinical trials. Our tools have become available in about 160 languages. So, from that pure research base, I started looking for more digitally acceptable ways to bring them into the common space, if you will, of health care. So, some of the awards have been just sort of about creativity and changing something that’s very staid and tried and true in the research space, and making it a little bit more usable in the digital health space for providers. Trying to take some of those things and then gradually move them into partnerships with other groups to be able to make them more patient friendly, if you will, more engaging.

Tom Young: [00:04:27] I think one of the keys for us in getting there is really finding a space in the world of behavioral health as it’s evolved to being the key to doing, what I call, opening the door. We’ve become the way you put your hand on the doorknob if you’re a patient, the way to open up something to begin to get some information, whether that’s information about children in your family. So, that’s some of the things that we’ve evolved to and that’s where some of the awards have come from is kind of fun ways to start to look at new ways to do things.

Jamie Gassmann: [00:05:05] And part of that is some of the screening and the assessment tools, you’ve mentioned them already, that your organization offers. Can you share with us a little bit information around what those assessment tools are that you have available and how are they different than other tools that might be out there?

Tom Young: [00:05:23] That’s a great question. Really, I think one of the things about our tools is the ease of use of most of them and the fact that they differ significantly. The big difference is, most screening tools that people are used to, both providers and patients, are tools that really screen for a specific set of symptoms. I’ll give you a tool that helps screen for depression. I’ll give you another tool that helps you screen if you’ve got anxiety. So, the trick is, if you’re the patient, all you have to know is what’s wrong with you and then you can pick the right screening tool, which is sort of a perverse way of getting in the system, if you will.

Tom Young: [00:06:02] So, our tools focus on generally helping people discover what type of disorder they might be involved with. If it’s your child, it’s the ability for a parent to understand is their son or daughter depressed or are they anxious. Are they showing tendencies towards bipolar disease? Do they have ADHD? Some of the things that concern parents. Rather than saying, “Okay. Yes. You have some of the symptoms of depression. Thank you.” So, our tools are based in that world, if you will, of being more specific. Providing the average physician, pediatrician, nurse practitioner, the ability to understand, not just that the patient has symptoms of depression, but that they may well have major depressive disorder or they may well be bipolar, and thereby speeding the process for getting the right diagnosis to people.

Jamie Gassmann: [00:06:59] Great. And so, talking about it from the hospital sense and maybe a practitioner using these tools, how would an employer be able to leverage these assessment tools in helping the overall wellbeing of their organization or their employees?

Tom Young: [00:07:13] Well, I think that’s where the employer uses my term called opening the door. If I’m an employer, what I want to offer my employees is the ability to get information, to get highly validated, quality information, to be able to make their own decisions. If I’m a parent – again, as a good example and I’m concerned about my child – and my employer has offered me some tools that I can go to, I can begin to understand where I need to go. And by offering a simple assessment tool, the employer is saying to the employee in one way, “I care about your mental health. Let’s talk about your mental health. Let’s get this on the table.” We, together, the employer and employee, understand that there are problems.

Tom Young: [00:08:05] So, it’s that door opening kind of technology, if you will. It doesn’t have to make all the diagnoses and do all the treatment. It has to get you started on that mental health journey, if you will, or behavioral health improvement journey. So, that’s, I think, what employers can do.

Jamie Gassmann: [00:08:23] It almost empowers their employee to be a little bit more kind of informed about what they might be feeling. Would that be a correct kind of assessment?

Tom Young: [00:08:33] Absolutely. I think that’s the key element, is, giving them opportunity to become more informed. And one of the terms I use, particularly with families, is that, often, a family will choose a child to be sort of the point person in the family. And so, one of the things I used when I was working actively in the pediatric space was telling parents that, “Well, children are very often explorers into the wonderful world of psychotherapy for their families.”

Tom Young: [00:09:05] So, very often, the first person through the door that brings the family with them is a child. So, employers then are empowering a family. And so, from the employer base, if I can make the family stronger, I have a stronger employee, I have a more valuable employee, I have a more focused employee. So, providing tools not just to the employee themselves, but to the family, I think, are really key items.

Jamie Gassmann: [00:09:35] And looking at society and you’ve mentioned this a couple of times already in some of your responses, there’s a lot of focus on depression and anxiety. But why is it important to screen employees for mental health disorders beyond depression and anxiety?

Tom Young: [00:09:49] Well, there are many other disorders which mimic anxiety and which mimic depression. But a perfect example if somebody is obsessed with a simple tool and says, “Well, you have depression, so let’s treat you for depression.” That’s fine if that’s what you have. But if what you have is bipolar disease, or what you have is PTSD with depressive symptomatology, or if you have some psychotic features to your depression, simple treatment is going to sometimes make it worse. So, the real key is getting a more specific diagnostic nomenclature to the discussion.

Tom Young: [00:10:27] So, if somebody, for example, an adolescent, may appear quite depressed, but the underlying disorder may be an eating disorder. A child or an adult may look anxious, but the underlying disorder may be a specific phobia. An adult may look anxious, but may have underlying OCD, which a certain portion of the population has. So, getting the correct diagnostic understanding at the beginning shortens the process and improves the outcome for the individual patient, as well as for the employer who gets back to their employee in a much more rapid fashion, if you will.

Jamie Gassmann: [00:11:14] Great. And I know we have more questions to kind of focus around this, but for right now, if somebody wanted to connect with you, how would they go about doing that?

Tom Young: [00:11:23] Well, nView has a website, nview.com, N-V-I-E-W.com, you can reach me that way. Through there, we have a phone number, you can call me. When the phone rings, I answer. I’m happy to talk to people. So, either by email or off the website is the phone number, and certainly happy to touch base with people at any point in time.

Jamie Gassmann: [00:11:48] Great. And so, we’ll be bringing you back in for the group conversation later. For right now, I want to move to our next Workplace MVP, who’s returning to our show for a second time, Robyn Hussa Farrell, CEO and Cofounder of SharpenMinds. Welcome back to the show, Robyn.

Robyn Hussa Farrell: [00:12:06] Thank you so much, Jamie. It’s great to be here.

Jamie Gassmann: [00:12:09] So, give our audience a quick refresher on your career journey and kind of some background around how you moved through your career and what led to creating SharpenMinds.

Robyn Hussa Farrell: [00:12:20] Yeah. My career began really bringing a live health education program into schools. So, I was really looking at disordered eating prevention and the comorbidities thereof. And the avenue into reaching a lot of individuals and families was through a high quality arts intervention. So, I looped all the clinicians and the researchers to that program and connected over 4,000 kids appropriately to care. During that process, we surveyed over 80,000 participants over the course of four years. And we kind of came up with 160 most commonly asked questions. So, that also led us to kind of developing the 50 risk factors that we’re seeing in schools.

Robyn Hussa Farrell: [00:13:10] And so, it was through that, a lot of learning, a lot of listening campaigns, that my husband and I picked up a camera and we started seeking out the answers to those questions. Really finding the top scientists around the country. And to date, we have captured over 3,000 videos and over 500 evidence based psycho educational modules that we deploy through Sharpen, which is our turnkey service.

Jamie Gassmann: [00:13:40] Great. And when you were on our show earlier this year, we discussed how things, like stress and anxiety, have been increasingly affecting employees mental health. So, since then, have you seen any major changes in overall employee mental health?

Robyn Hussa Farrell: [00:13:53] Oh, yeah, for sure. So, in fact, we have been doing a lot of listening with CHRO executives and what we know, they’ve said many different things to us that they’re seeing this year. But in particular, one quote that kind of stands out in my mind they’ve said, “If you’re just sending employees to a 1-800 number, that’s like Russian Roulette.” So, they’ve been requesting a lot of nonclinical on demand services. They’ve been telling us that employees need to be able to talk to someone immediately, and in a safe and identified environment. They’re desperate to learn how to normalize the conversation around mental health and decrease that stigma, like Dr. Young was just talking about. So, I think there’s a lot of worry in some that’s happening at the employee level and at the employer level. And we’re excited, actually, that we have all this research and data to be able to support them.

Jamie Gassmann: [00:14:53] And from your perspective, you know, I know you’ve kind of mentioned that they’re starting to look for more options to support those employees, but have you seen changes in how employers are responding to the growing need for behavioral health support?

Robyn Hussa Farrell: [00:15:12] Yeah, Jamie. So, I think what they’re finding, there’s a couple of things going on, and Dr. Young addressed it earlier. Number one, that traditional EAP model, they’re noticing that really isn’t working. It’s not enough. We know we need a comprehensive solution. They need more supplemental customizable services that sort of help with that destigmatization piece and normalizing the conversation around mental health.

Robyn Hussa Farrell: [00:15:39] I think, also, from what I’ve heard in the listening campaigns that CHROs really feel like they’re starting at the ground level having to figure out the mental health space. And so, what I always say is, there are so many experts who’ve been navigating this space for decades and established those best practices, like Dr. Vergolias and Dr. Young and the companies that they have founded, that it’s really essential that, I think, those employers and employer groups really start connecting with those best practice frameworks.

Jamie Gassmann: [00:16:15] And so, there’s many different ways to support the behavioral health of employees, from traditional methods to more nontraditional or even alternative approaches. In your opinion, how would you say they compare for an employer looking at all of these different approaches? What are the comparatives?

Robyn Hussa Farrell: [00:16:34] Yeah. So, what we know is the EAP service, I don’t think it was really designed as an ongoing feature. It was really kind of a supplement to the traditional health insurance model. So, I don’t think it was intended to have utilization on this large of a scale, which, of course, we’ve seen increase with COVID. Fewer than five percent of employees actually engage with their EAP service. What we learned through our listening campaigns is, often, employees don’t even know it exists or they don’t know what it is so why would I ever call it. So, I think that H.R. executives are finding that they are having to be that mental health navigator in the moment, either of a crisis or, like Dr. Young was talking about, when a family member is in crisis. And so, we just need to enhance the system pretty much all together.

Robyn Hussa Farrell: [00:17:25] And so, from my perspective, what is needed is ongoing mental health literacy training, the social emotional skills development, and the ongoing sort of resiliency builders, they meet every employee, every employer, but also every family member where they are. And it kind of helps normalize that conversation around mental health.

Jamie Gassmann: [00:17:47] So, can an employer have one versus the other? Or is there true power in more of a comprehensive, multifaceted offering to employees?

Robyn Hussa Farrell: [00:17:59] Yeah. I’m biased, obviously, because I offer a comprehensive solution with partners like nView and R3C. And so, why I say that is specifically because there are experts, specialists, and researchers who’ve been finding these outcomes over the course of four decades. What we want to do is plug in to those experts and make it a seamless one stop sort of experience. And so, that is what’s required right now. It’s fabulous to have a mindfulness app. It’s fabulous to just take a screening. It’s fabulous to have evidence-based crisis intervention or postvention. What you want is the whole wheel of support so that at any step along the way, you can identify someone who’s struggling, get them connected to care, help them in between visits, and keep that wheel going.

Jamie Gassmann: [00:18:56] Like, a full continuum of supports. Wonderful. If someone wanted to connect with you, how can they go about doing that?

Robyn Hussa Farrell: [00:19:04] Yeah. We’re sharpenminds.com. You can learn more all about our services and reach out to us directly there.

Jamie Gassmann: [00:19:10] Great. And so, moving to our next Workplace MVP, it’s another returning MVP to our show, is our guest, Dr. George Vergolias, Medical Director for our show sponsor, R3 Continuum. Good to have you back to the show, George.

George Vergolias: [00:19:26] Great to be here, Jamie. My pleasure.

Jamie Gassmann: [00:19:28] So, let’s start off with you giving our listeners a refresher on your career journey.

George Vergolias: [00:19:34] Certainly. So, I actually began in engineering in college, believe it or not. And then, went into philosophy and then realized I wouldn’t have a job other than working as a teacher. That led me into psychology. And then, I kind of pursued the ranks of clinical psychology and just kind of fell into a postdoc in forensic psychology. I won’t bore you with all the details there, but really just fell in love with it and fell in love with it after my doctoral degree. That’s when I kind of found my love for forensic work is after I got a concentration in neuropsychology. So, there’s hope for people that are in their doctoral programs and still don’t know what they want to be when they grow up. So, that’s good news for folks out there.

George Vergolias: [00:20:16] Early career, I did a lot of court based testimony, diminished capacity, not guilty, by reason of insanity. I did a lot of threat assessments for child and family services, the Department of Corrections, and so on. And that kind of led into kind of a general expertise in violence and violence risk assessment. And then, along the way, this was around just a year or two after Columbine, so I’m dating myself here. And what happened around that time is, if you were in forensic psychology and ever dealt with violence risk at all, you suddenly were the expert on school violence because there really wasn’t an expertise back then. And you just had to learn it quickly and dive in because there wasn’t anyone to fill that gap.

George Vergolias: [00:21:00] I happened to be working at a juvenile detention center and we did see a lot of would be school threateners and a lot of would be school shooters come through the system over a number of years. And so, I developed a proficiency and a specialty in that. And then, naturally, what happened a few years later is, local corporations – I live in Raleigh, North Carolina. We have a big kind of East Coast technology hub at Research Triangle Park – began to reach out to me and say, “Hey, we’ve got a guy or a woman -” usually, overwhelmingly men, but occasionally a woman “- who’s making a threat. And we don’t know what to do. And someone said to call you.”

George Vergolias: [00:21:36] And that kind of led me into the corporate space of understanding workplace violence and the impact of workplace culture and management and other variables that contribute to both effective workplace violence as well as, what we tend to hear about more often, predatory or targeted workplace violence. And I’ve been in that space now for 17 plus years.

George Vergolias: [00:22:00] In addition to that, I’ve continued to maintain a private practice going on 19 years now, where I have a group of doctors that work exclusively in emergency departments. And we do crisis evaluations and involuntary commitment evaluations that we deal with people at their most vulnerable coming into the emergency departments. And we try to figure out, do they need to be in the hospital? Can they be safely diverted home or to community resources?

George Vergolias: [00:22:26] So, those kind of bookended kind of my career in a way that provided me a really sound clinical basis around, not only the threat space and behaviors of concern, but the flip side of that – and this is relevant to what Tom and Robyn are talking about – resilience. Because what we know is people that are resilient and have high levels of emotional intelligence and are functioning well are almost immune – I’m never going to say it fully, 100 percent. I never say that in my field – but they’re almost fully immune to going on a shooting spree. The Dalai Lama is not going to go on a shooting spree. Why? Because he’s managing his emotional relationship life in a way that that is not a viable solution to his problems, among many other, more prosocial, proactive, appropriate ways of managing.

George Vergolias: [00:23:19] So, that led me into also needing to understand the world of resilience and the world of more adaptive functioning as a buffer to violence risk. And then, I joined R3 about ten years ago. And in that time, we have expanded our Disrupted Event Management program. We’ve expanded our Fitness for Duty program. I developed a specialized Fitness for Duty evaluation called the Fitness for Duty with the Violence Screen, which identifies people that are struggling at work with hostility and anger management issues. And that has kind of brought me to today.

Jamie Gassmann: [00:23:54] Great. And so, from the work that R3 Continuum does, and you mentioned a few of the different service outlets that they provide, I mean, you obviously see all varieties of workplace impact from either a death of a coworker, workplace violence, pandemic stress. Based on the cases that you’ve seen and worked, what is the common impact on employees that you’re seeing from the challenges and stressors faced over the last year-and-a-half?

George Vergolias: [00:24:22] Yeah. It’s a great question, Jamie. There’s a lot of individual variables, to be sure. But we’re clearly seeing patterns. And the patterns are consistent with what the data is coming out of CDC, Department of Health, Johns Hopkins, among other places. Clearly, we’re seeing an uptick in anxiety. We know that during the pandemic, anxiety has been up fourfold. We also know depression, depressive symptoms, has been up roughly threefold.

George Vergolias: [00:24:47] We are seeing an uptick in suicidal ideation. But, interestingly, we’re not necessarily seeing an uptick in suicide attempts. That’s kind of an interesting dynamic that I still think, across the field, we’re unpacking a little bit and trying to understand that. Typically, a suicidal ideation goes up, attempts go up. So, it’s kind of an interesting variable that we’re seeing there.

George Vergolias: [00:25:06] Stress in general is also going up. All of that, I think, is expected given the nature of the pandemic, how disruptive it has been in all of our lives. But there’s been this kind of bimodal or opposite effect I’ve seen where people are simultaneously – well, it’s changing a bit now. But you go back a year ago, many people, many workers were simultaneously disconnected and reconnected at the same time.

George Vergolias: [00:25:36] The disconnection was all the ancillary, more superficial, but still very meaningful connections we had in our day-to-day life. Bumping into that person at Starbucks every morning. Going to your kid’s little league and talking with the other parents. Bumping into people at the grocery store that you would actually stop and talk to you or give a hug to. Coworkers in the office, stopping at the water cooler, having a lunch at the breakroom, going out to lunch.

George Vergolias: [00:26:04] All of those things came to a pretty abrupt stop in early 2020. And we lost that immediately. And I think for most people, including myself, who’s been doing this almost all my adult life, I grossly underestimated the positive impact those small connections make. I call those emotional strokes. Those small emotional strokes every day when they’re ripped away from us.

Intro: [00:26:28] At the same time, for many of us – not all of us – what it did is, it forced us to go very, very local. So, after a couple of months of struggling in the soup, in the thickness of it, what started happening – at least in my neighborhood, and I heard this about others – as people started having fire pits, and they started getting together in the driveways, and they started reconnecting with neighbors in a way that the manic lifestyle previous to the pandemic just didn’t allow us to do. And so, it was kind of this weird thing of disconnecting with something that’s very powerful. But also for many – not all of us – reconnecting.

George Vergolias: [00:27:06] What we have found at R3, both internally and externally, with many workers is perhaps one of the hardest hit groups, were those groups that were typically younger, unmarried, and living in apartments. They didn’t have the neighborhoods necessarily where they could go to someone’s driveway and bring lawn chairs and socially distance. They were literally just stuck in their apartment and they didn’t necessarily have that kind of engagement. So, we saw it across the age span, but we tended to see that really negatively impacting those younger groups, the 20s and young 30s, a little more intensively. But I would say those were some of the big trends that we saw in our work and even internally amongst our own employees.

Jamie Gassmann: [00:27:53] So, for an employer, when they’re looking at supporting their employee mental health, particularly since there is so many different individual variables that can impact it, what is one thing that you would say they need to make sure they’re considering that someone might be missing right now as they’re looking at different programs or ways to support their employees?

George Vergolias: [00:28:14] So, there’s a lot of talk, Robyn made a great point, about understanding and awareness. There’s a lot of talk about communication. And these are the ones that are kind of out there. The one I don’t hear as much that I would pick – if you’re going to force me to be on an island, Jamie, and pick one, which is a great question. It really makes me think – I would say this, model strength in vulnerability. Everybody this last year has fallen.

George Vergolias: [00:28:41] And, again, get off social media, because, again, what we tend to do with social media is reviewing other people’s highlight reels when we have our behind the scenes reel that we’re comparing our behind the scenes reel to their highlight reel.

George Vergolias: [00:28:52] But model strength and vulnerability, as a leader do that as well. It doesn’t mean we break down totally. It doesn’t mean we lose control. But it does two things. It gives our people – I’m going to use that more generally term here – permission to feel whatever they need to feel during this process. And as we go into the upswing of the Delta variant and how they’re talking about a possible Lambda variant down the road, this continues to be a valid thing. But it gives people the permission, if you will, the validation to say, “Yeah. You can stumble. You could fall down. That’s okay.” Because we’re all going to do that at different times.

George Vergolias: [00:29:31] But what it also does by modeling that you have done that as a leader and then you’ve gotten back up, it also models what resilience is about. Resilience is about never faltering. Resilience is about when you falter, you’re able to work through that, learn from it, and grow better from it.

George Vergolias: [00:29:48] I always think of the image of a lobster. I saw a talk years ago where a rabbi was talking about how does a lobster grow. And a lobster grows by constantly pushing against its shell until it literally breaks out of its shell. And then, it grows bigger and it forms a new shell. And then, it grows bigger and breaks out of that shell. When you look at resilience through the lifespan – by the way, breaking of the shell isn’t easy. It’s a tough process. It’s painful. But when we do that through the life span, we’re not always getting better on a linear trajectory. But over the aggregate, we’re constantly improving and getting stronger in terms of our sense of emotional functioning and resilience. I would say model that in a way that gives your employees a sense of hope and motivation.

Jamie Gassmann: [00:30:35] So, are there support tools, or resources, or approaches aside from showing that vulnerability that they can use to help support their employees as they’re showing that vulnerability? Maybe it’s, “I use this service too.” Can they promote it? What are some approaches that they can use that help their employees to get that support that they need?

George Vergolias: [00:31:00] Sure. And I’m going to start with something that’s going to sound tremendously self-serving, but I mean it authentically, and that is, you need to understand the problem. If you don’t understand what’s going on with your people, you’re going to be just throwing things at the wall and some might stick, but many won’t. So, you need to screen the problem and understand the nature of it. And that’s where Tom and his group with nView are instrumental in terms of the kinds of surveys, and questionnaires, and tools that they have available to help understand that.

George Vergolias: [00:31:30] From there, you also need resources that can help deepen awareness, educate people, and guide them in the right direction towards either whatever self-help structures they need. Or, in some cases, if they need guidance to more formal clinical services. And, again, that’s where Robyn and SharpenMinds comes in. So, I know that sounds very self-serving, but again, we wouldn’t be partnering with these groups if we didn’t have that kind of fully-round full support that we all provide together in a way that enhances all that we’re bringing to the table.

George Vergolias: [00:32:02] In addition, I would say you need clear communication strategies. So, people feel able to come forward with the concerns that they have, but also feel able to give feedback to leadership about what’s working and what isn’t. And then, we all need a sense of humility. And leaders, it’s so hard when you roll out a big program. It’s really hard a year later to look in the mirror and say, “That isn’t working.” r “Parts of it aren’t working.” And we need to reshape it so that it works. And I think that’s where that humility comes in to constantly reassess our tools and redesign what is working and what isn’t working.

George Vergolias: [00:32:40] What I love about, in particular both these groups, SharpenMinds and nView, is – you know the old saying, if all you have is a hammer, every problem is a nail – both of these groups have a full toolbox of solutions that they bring to the table. I also think that – I think we’re going to get to this maybe later – leveraging apps in the right way can be very useful. I’ll leave that as a teaser because I think we might be touching on that later on.

Jamie Gassmann: [00:33:10] Awesome. And so, if somebody wanted to get in touch with you, how could they go about doing that?

George Vergolias: [00:33:15] The best way to reach me is if you go to our website, obviously, www.r3c -that’s the letter R-the number 3-the letter C.com, and you could just search under our profiles and about, George Vergolias, Medical Director. I’m quite easy to find. And both my number and my email are located in there.

Jamie Gassmann: [00:33:38] Perfect. So, now, we’re going to have a word from our sponsor. Workplace MVP is sponsored by R3 Continuum. R3 Continuum is a global leader in providing expert, reliable, responsive, and tailored behavioral health, crisis, and security solutions to promote workplace wellbeing and performance in the face of an ever changing and often unpredictable world. Learn more about how our R3 Continuum can tailor a solution for your organization’s unique challenges by visiting r3c.com today.

Jamie Gassmann: [00:34:10] So, now, we’re going to come to a group discussion and conversation. I have some questions here for our Workplace MVPs. The first one is, why should employers be concerned with the mental health of their employees today? And so, let’s start out with Dr. Young. From your perspective, why should employers be concerned?

Tom Young: [00:34:31] You need to understand your employees. You need to communicate with them. So, I think that’s the first thing. I think we just take the broader picture for just a moment. Healthy emotionally strong individuals also spend less money in the medical space. So, if you think about it from the employer’s standpoint, just a minute and step away from the behavioral health space and, say, talk about cost issues. If you’re self-employed, for example, you’re an employer who pays their own bills, healthy emotionally strong people don’t spend as much money on their health care. Their chronic diseases are not as bad, diabetes, hypertension, heart disease. So, from that standpoint, good mental health is associated with lower cost.

Tom Young: [00:35:23] And then, secondarily, we all know and I think it’s readily apparent, people who are resilient, as George and Robyn have talked about, as I often say to people, “Look, you know, there’s a choice between being happy and being right. Which one do you want?” So, those who choose happy often are more productive, they’re more creative. They’re less likely to be absent. They’re less likely to make mistakes. So, all of those things, I think, are reasons for employers to be involved in, and communicate with, and discuss, and make offerings into the wonderful world of wellbeing, if you will, on a mental health level.

Jamie Gassmann: [00:36:14] Robyn, do you want to add your thoughts around this conversation?

Robyn Hussa Farrell: [00:36:18] Sure. Of course, in addition to what Tom and George have shared, there’s a statistic that, I think as we all know, but the Kaiser Family Foundation found in particular 47 percent of women and 34 percent of men experienced increased anxiety or depression last year working remotely. So, as we’re looking at what could be, again, around the corner here in the pandemic, we want to just be really mindful of all of those resiliency builders that, both, George, Tom, and I have been kind of talking about. And know that the little steps that you take do matter.

Robyn Hussa Farrell: [00:37:00] And there’s been also an incredible impact on women in the workplace and in the workforce to be mindful of, in particular, what the sort of burden on women in the workspace has been like. We also know there’s just been a substantial increase. I know eating disorder treatment has increased almost double last year, the admissions. And we’re seeing that because of things like increased time on social media, lack of kind of that structured environment, irregular sleep schedules. So, all of these things speak to that loss in productivity that Tom was referencing. And it’s all a great reason to begin the conversation if you haven’t already.

Jamie Gassmann: [00:37:50] And, George, how about from your perspective?

George Vergolias: [00:37:54] Yeah. So, there’s two things I would highlight, and they’re not exactly related. I’m going to start by piggybacking off something that Robyn just said because I think it’s a great point. Related partly to the burden on women, but the impact of social media. And that is, as we re-enter the workforce, I think there’s going to be a tendency for leaders to be like, “All right, guys and women, we’re back.” And by the way, as a Chicago native, guys means all inclusive. “All right, guys, we’re back. Let’s make up ground. Everybody work, work, work, productive, productive, productive.” People need socialization. They need some water breaktime. They need that lunchbreak more than ever. They’ve been deprived of it for a-year-and-a-half plus.

George Vergolias: [00:38:38] And those emotional strokes are tremendously life affirming. We spend a third of our life at work, most of us that don’t work remotely. Even when we travel, a third of our life is spent with this cohort of peers. We’re going to need time to re-engage. So, keep that in mind as a leader.

George Vergolias: [00:38:57] So, another thing that I would highlight is, hostility is up. We have clearly seen an increase in incidents of mass attacks, which the FBI defines as four victims or more not including the assailant. What’s really interesting is, historically, for the past 30 years, those mass attacks have almost predominantly been targeted predatory violence, meaning non-emotional. An assailant would be attacking a group in a very cognitive, focused, predatory mindset. Most of the attacks we’ve seen throughout the pandemic, massive shootings, have been emotionally charged attacks, barbecues, parties, family get togethers where there’s an emotional dispute, neighbors, arguments at a grocery store over masks or whatever or vaccines or whatever. It’s a different dynamic than we’ve historically seen.

George Vergolias: [00:39:51] And what it clearly is telling us is, people are more and more on edge in general. We know this from depression and anxiety and stress levels. But they’re also on edge at a level where it’s boiling over more into emotional reactive anger and even violence. And so, I think companies have to be very mindful as they enter back that the role of workplace violence prevention and hostility management is going to be more important than ever. That’s an important thing to keep in mind.

Jamie Gassmann: [00:40:25] Great. And so, looking at mental health issues, the stigma, though, there’s been a lot of work to kind of break down the stigma of mental health, it’s still very real. So, when looking at an employer, what can be done, as Dr. Tom Young has mentioned, as open the door for employees to have a place to begin that journey easily? How can an employer create that comfortable environment where an employee knows what resources they have available to them and can feel comfortable to seek out those resources without that stigma being attached to it? And we’ll go ahead and start with you, Dr. Vergolias.

George Vergolias: [00:41:07] I heard something recently by a colleague that was quite brilliant. It was in response to the Olympics and it was in response to Simone Biles and Naomi Osaka pulling out of the games. And he said, “Wouldn’t it be interesting in a much better world if we were disappointed for them or with them versus in them for pulling out?” And that’s me kind of captured is, as we re-enter and if we want to destigmatize mental health – which I think is continually to be important – we have to change the dialogue from being disappointed in people and conveying messages both overt and covert, and understanding that we could still be disappointed for them.

George Vergolias: [00:41:48] When somebody that’s on a high career trajectory and skyrocketing in their career at a large firm suddenly has a mental health breakdown, and it kind of very well may derail that career trajectory, it’s not like they woke up one day and planned it and wrote out, “Dear Diary. I’m looking forward to my breakdown.” So, we could be disappointed for them and with them. And then, work on getting them the resources that are needed to help them get kind of back on track and reclaim their life. And I think just those subtle rewording kind of changes our orientation to the problem and it becomes less of a stigmatizing issue.

Jamie Gassmann: [00:42:24] How about you, Dr. Young?

Tom Young: [00:42:27] Well, interesting, I was saying the same thing George was, you know, how can we change the discussion, for example, around Simone and those folks. And so, I agree totally with George on that. I think the other thing is, I think, employers, leaders, and organizations need to be more humanized. I think one of the things that happens as we ascend to leadership, we tend to become a little bit less our own selves, our own humanness, if you will.

Tom Young: [00:42:59] And so, I think one of the things that is important is for leaders to understand and be able to voice their own personal struggles, not only with the pandemic, but to be able to own up to, if you will, their emotions, so that their employees understand, “Well, if he can talk about it or she can talk about it, then maybe I can talk about it. Then, maybe I can ask someone about it.” So, I think that process of self-humanization or re-humanizing, depending upon what the process has been, is critical at all stages of employee relationships. People need to understand that you have struggles, you’ve had problems.

Tom Young: [00:43:57] And I think, often, when employers can have those levels of discussions, when they can level the discussion playing field between the individuals in an organization, whether it’s a boss, an employee. But if everybody is on the same level emotional playing field, then good things happen.

Jamie Gassmann: [00:44:26] Robyn, do you have anything you want to add to that?

Robyn Hussa Farrell: [00:44:28] Yeah. I mean, I’m going to keep my talking points a little bit more examples of what I’ve seen deployed. Sharpen offers various components that are supportive to getting this conversation started. It’s kind of our specialty in terms of that pure engagement, that George is talking about, and the real focus on those human stories of not only the struggle piece, but the stories of strength. So, we know it’s extremely protective when we’re listening and hearing stories like Simone Biles and others who are coming out and talking about.

Robyn Hussa Farrell: [00:45:06] And it’s not just mental health disorders or substance use disorders. This is like life has been hard. We are talking real challenges. Like, how do I juggle all this? So, one of the things that I think has been really effective, we’ve seen a lot of employer groups and a lot of our clients leaning into kind of lunch and learns where, again, we have all of these video based stories that are resiliency focused. You can play those afterwards, sort of have a little dialogue, just literally leaning in and getting the conversation started right there in the workplace. People are very interested in that.

Robyn Hussa Farrell: [00:45:47] They’re also very interested, there’s really simple like poster campaigns, daily email, daily prompting that just, again, normalizes this conversation using content that is validated and has a strong evidence base. And then, through these CHRO groups, what we’ve heard – and I’ll tell you, it’s just so simple – they were like, wouldn’t it just be cool if we could have a place where different groups of employees and maybe the manager groups in a safe and identified way could just share with each other, either in text, maybe it’s just through another platform, conversations about, “Hey, how are you guys managing raising three kids and then getting to work on time?” Again, not necessarily about mental health disorders, but just life stress. So, those were some of the examples that we’ve heard, of course, especially in the last year.

Jamie Gassmann: [00:46:41] Great. So, looking at those various resources, apps is a big topic. So, there’s a lot of different consumer apps and business apps that are available to help people assess their own mental health and find a therapist to talk to, either online or in-person. So, how does what nView, Sharpen, and R3 Continuum offer differ from these other apps that are out in the space? And we’ll go ahead and start with you, Robyn, and get your perspective on that.

Robyn Hussa Farrell: [00:47:10] Yeah. So, aside from R3 and nView being, literally, the gold standard, so when you look under the hood of what’s there, the research validity, the number of clinically validated studies – I think Tom, nView, you guys are up to, what, 19,000 now? So, I mean, there’s nothing else like it. So, it’s truly the gold standard. And I think you want to know that when you are putting a mental health screening tool in front of an individual and also those best gold standard crisis response supports and intervention, that George has been discussing, I think, you want to make sure you’re obviously in the best care possible.

Robyn Hussa Farrell: [00:47:53] I think it’s the combination of the three with the high customization, the localization, so it’s really local when you’re talking about where do I go to get care, what kind of sliding scale, other supports are available for the family members that are involved. It’s that level of detail that I think, as a trio, we are laser focused on.

Jamie Gassmann: [00:48:17] Great. How about you, Dr. Tom Young?

Tom Young: [00:48:20] I agree with what Robyn said. I think it really is key. It’s hard for people, and always has been, to make decisions about quality in broad areas like health care. It is difficult. And I think the more straightforward and uncovered we can make that, we can make those statements with whatever we’re offering to people, I think that’s critical because people have a look into our world as much as others.

Tom Young: [00:48:54] And then, I think the other thing is the ability to respond to what they are asking. Here’s my product, respond to it. But that might not be what you’re asking and what your need is. So, helping people find the right spot, there’s sort of one I always use. There’s a old tribe of Apache Indians that used to live in the mountains of New Mexico. And their whole goal in life from a religious standpoint was to find the right spot. And that was the drive, that was the journey of life. And so, I think sometimes we need to help people find the right spot, even if it’s not our spot, it’s their spot.

Tom Young: [00:49:40] And so, I think having broad tools that are all quality allow people to have the right place to find themselves in that tool is the way to go. Not just, “You have to like my tool. You have to like what I’m saying. You have to believe what I’m saying.” But rather, “Here it is. Let us help you find your spot in this tool. Where does it fit for you?”

Jamie Gassmann: [00:50:04] Great. How about you, Dr. Vergolias?

George Vergolias: [00:50:07] Boy, you know, between Robyn and Dr. Young’s response, I don’t have a whole lot to add. Other than, I guess I’ll amplify that slightly by just saying, I remember one of the earliest things I learned in writing forensic reports. I had a mentor – it’s like my second mentor, actually. I wish my first told me this, it would have been better years earlier. But he said, “You know, the problem with your reports, George, is you’re writing for other psychologists. You’re not writing for your audience.” And at the time, my audience were lawyers and judges, and judges don’t think like psychologists.

George Vergolias: [00:50:37] And in this space – and this is what I love both what Dr. Young and Robyn are doing and our own app, R3 resiliency app, which is an app for employers and EAPs that give you a number of tools around stress management and so on – what I love about all of these is that they really are based on evidence-based approaches to these problems. That’s important. You can’t be making this stuff up. There needs to be an evidentiary base. But it’s written in a way that is very accessible. It’s written in a way that laypeople can understand the concepts and then apply them in a way that it quickly gets off psychobabble and gets on to what is the functional impact in your life. How is this going to help your life and help you help make your life better?

Jamie Gassmann: [00:51:24] Great. So, one last question for this group. You know, obviously, there is employers out there considering different resources, different tools. They’re making lots of decisions around how do they put that program together. If you could leave one advice or one thing that they should be considering or looking for when making these decisions for either the employees or supporting just the employment, the health, but also then expanding it to their families. From your experience, what would you advise employers to be thinking and doing as they’re making those important decisions for their employees? I’ll go ahead and start with you, George.

George Vergolias: [00:52:08] Again, these are good questions. It’s hard for me to pick one, but I will. You know, we all know the saying, hope floats, right? I love it. It’s a big saying that we’ve heard. It’s big in the south. But I like to say hope floats, but it don’t swim. Hope is great. And that elevates people. But they need tools. They need direction. And they need support to get from the middle of the river to the bank, if that’s the goal.

George Vergolias: [00:52:38] And related to that, I’ll just say that, one doesn’t drown by falling in the river. They drown by staying submerged in it. And so, if we keep these in mind as kind of our guiding mantra as leaders – I certainly try to, I don’t always succeed – I think we’re going to be in a really good place as we go forward. Because this next year – as we return, whatever that may mean for different organizations – as we return to work, it’s going to be different than what we’ve ever experienced. We’re not just going back to 2019. It’s not going to happen. So, we need to be thinking differently as we go forward.

Jamie Gassmann: [00:53:13] And how about you, Robyn?

Robyn Hussa Farrell: [00:53:15] Well, of course, I would agree with Dr. Vergolias and everything Dr. Young has conveyed thus far. I think I would encourage employers to have some self-compassion. This is big what you’re faced with, especially in the H.R. space. I’ve seen and I’ve heard directly the stress you guys are under. And so, just give yourself a little grace there and to know that there are really smart people who have got you and who can help you put this together. So, I would say don’t think you have to do this all on your own.

Jamie Gassmann: [00:54:01] How about you, Dr. Young?

Tom Young: [00:54:03] Well, I’m going to key on what George said about falling in the river and hope floats, being a guy from the south. I think, as an employer, what you have to understand is when your employee is in the river, what you need to throw them is what they need, which is a life vest, a lifebuoy, if you will. And not just any rock you pick up off the shore. And there’s an old Winnie the Pooh story about when Roo fell in the river. And everybody was standing on the bridge, so Eeyore decided that somebody had to do something. And what seemed like the most important thing at the time was he put his tail in the river so Roo would have something to grab on to.

Tom Young: [00:54:54] And I think there’s a certain truth to that, employers need to know that I’ve got to just be there to throw what I can that’s appropriate. And somebody may have had to tell me, “Here’s a lifebuoy.” But when they’re in that crisis, when they’re in that river, you have to do something. And, often, we need to just help employers understand what the most appropriate thing to do is at that moment. And the moments are always going to be different. They’re never going to be the same. No two people are the same. So, I think the real key for an employer is to be willing and open to themselves to ascertain the right thing to do at the moment and not be stuck in their own belief system.

Jamie Gassmann: [00:55:50] Great. Well, thank you all for letting us celebrate you and for sharing your expertise and advice with our listeners. We appreciate you and I’m sure your organizations and staff do as well. We also want to thank our show sponsor, R3 Continuum, for supporting the Workplace MVP podcast. And to our listeners, thank you for tuning in. If you have not already done so, make sure to subscribe so you get our most recent episodes and other resources. You can also follow our show on LinkedIn, Facebook, and Twitter at Workplace MVP. If you are a workplace MVP or know someone who is, we want to know. Email us at info@workplace-mvp.com. Thank you all for joining us and have a great rest of your day.

 

Tagged With: behavioral health, dr, Dr. George Vergolias, employee behavioral health, employee mental health, Jamie Gassmann, Nview, R3 Continuum, Robyn Hussa Farrell, Sharpen Minds, Thomas Young, workplace mental health, Workplace MVP

David T Jackson from Heritage Financial Solutions, LLC., Luther Maday from North Atlanta Digital Marketing, Allan Bishop and Lisa Marie Haygood from Kennesaw State University

August 11, 2021 by Kelly Payton

DavidLutherAllanLisa
Cherokee Business Radio
David T Jackson from Heritage Financial Solutions, LLC., Luther Maday from North Atlanta Digital Marketing, Allan Bishop and Lisa Marie Haygood from Kennesaw State University
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This episode was brought to you by

The Innovation SpotAlma Coffee

 

 

 

 

David JacksonDavid T Jackson, Founder/CEO of Heritage Financial Solutions, LLC.

Born and raised in GA, Military Dad Medically Challenged mother Married for 25 years 2 sons ages 22 + 17

 

HeritageFinancialSolutionsConnect with David on LinkedIn and Follow Heritage Financial Solutions on Facebook

 

 

Luther Maday

Luther Maday, Head of Sales for North Atlanta Digital Marketing

Born in India, grew up in Saudi Arabia, and been in the US since 2001. Blessed with an amazing wife, Monica who works at Northside Cherokee, and two wonderful kids. I just love interacting with people and speaking 5 languages does help. Always open to trying new food and will happily overlook the health score of a restaurant if the food is good. I believe in authenticity when it comes to human interactions and try to be as authentic as possible in my professional and personal life.

NorthAtlantaDigitalMarketingConnect with Luther on LinkedIn

 

 

 

Allan Bishop

Allan Bishop and Lisa Marie Haygood, Director of Business Development | Executive Director of the Cherokee County Educational Foundation for Kennesaw State University

Allan Bishop is the Director of Recruitment and Business Development for the Kennesaw State University Executive MBA Program in the Coles College of Business. He earned two degrees at KSU, a bachelor’s in Business Administration and a Master of Business Administration. Prior to KSU, he worked for WellStar Health System as the Executive Director of Retail Operations.

KSU

Connect with Allan on LinkedIn and Follow KSU Executive MBA Program at Coles College of Business on Facebook

 

 

This transcript is machine transcribed by Sonix

 

TRANSCRIPT

Speaker1: Broadcasting live from the Business RadioX Studios in Woodstock, Georgia, it’s time for Cherokee Business Radio. Now here’s your host.

Speaker2: Welcome to Cherokee Business RadioX Stone Payton here with you this morning, and today’s episode is brought to you in part by Alma Coffey, sustainably grown, veteran owned and direct trade, which of course means from seed to cup, there are no middlemen. Please go check them out at my Alma Coffee Dotcom and go visit their Rosary Café at thirty four forty eight. Holly Springs Parkway in Canton asked for Harry or the brains of the outfit Laticia and tell them that Stone sent you guys looking for a real treat. We’ve got a studio full. A little bit later in the program. We’re going to get a chance to visit with the folks from Kansas State University about their MBA program. We’re going to have Mr. Luther today on the show and talk a little bit about digital marketing. But first up on Cherokee Business Radio, please join me in welcoming to the broadcast with Heritage Financial Solutions, Mr. David Jackson. Good morning,

Speaker3: Sir. Good morning, Stone. How are you?

Speaker2: I am doing well. Delighted to have you. I think I don’t know, maybe it’s cause I was going to say you win best dressed, but you took your sport coat off.

Speaker4: I think I think you and I

Speaker2: For for best dress, you know, I’ve been talking about. Haven’t you come on the show for some time now. It’s finally happening. We met at a networking group. It’s more than a networking group that’s not even fair to call the networking group a community of business people who really try to support and celebrate each other called Woodstock Business Club. And the only reason I even was introduced to the group is because you pointed me in their direction. That’s where we met. Right?

Speaker3: That is that is you had called me about coming on the radio and at the time

Speaker2: You said no.

Speaker3: Right.

Speaker2: You can come to my thing.

Speaker3: And I said, if you wanted to have 60 plus people that might be open for it, you needed to show up to that that networking group. What a great group of people.

Speaker2: And you were just about right, because, I mean, what a marvelous group of folks. They’ve embraced me like I’ve been living here forever. I’ve been here for like four months. And, you know, I feel like Norm when I walk when I walk in there. All right. So Heritage Financial Solutions, mission, purpose. What are you out there trying to do for folks?

Speaker3: Man, I am just trying to get people from point A to point B in their financial plan as efficiently as possible. Everybody has a different plan. Everybody has a different starting point. I’m just trying to have you understand the vehicles and the maps to get you there efficiently.

Speaker2: I would think that a big part of your work is like education and awareness. So many of us are. At least I’ll speak for myself and I’ll ask the class, the are the rest of our expert panel here in the room today. I don’t know. Coming up, as a as a kid in school, I don’t remember learning much about money, how to manage money or any of that stuff. So, I mean, has that been your experience, guys?

Speaker5: I still know nothing.

Speaker2: All it’s a good thing you’re here today. But no, I think a lot of us have not have just not been exposed to some of the basics. Is that accurate? Is a big part of your work just education?

Speaker3: Absolutely. Essentially, when you’re in high school, you have home economics and that’s a cooking class. But they don’t teach you how to balance a checkbook. They don’t teach you about compounding interest. They don’t teach about credit card debt and how deep you can get into that. They don’t give you a a end goal in mind. They teach how to cook.

Speaker2: And so so what was the what was the catalyst what prompted you to get in this business as a as opposed to I don’t know, I’ve run a radio studio.

Speaker4: Right.

Speaker3: Well, I have I have two scenarios that happened. One was I was at an employer and my 401k match went away. And during the open enrollment meeting, I was asking questions about that and they did not like me asking questions. So essentially, you want me to not make anything from you, but you want me to help fund your tax write off? Is that what you’re telling me? And I got the Dave, we don’t have time for this. Right. The second one is my dad passed away in February of ninety seven. It was his second heart attack in between the two heart attacks. He got everything put in place for my mom and I’m an only child. So I saw what should have been with my dad’s planning. But my mom did not follow the plan. And a couple scenarios later, I was named fiduciary for her. And when I was expecting to see, you know, half a million, a million dollars sitting your checking account, she was down to twenty thousand out.

Speaker2: I yes. So what are you what are you finding the most rewarding about to work and what’s the. What’s the biggest challenge so far?

Speaker3: The biggest challenge for me is getting people to understand how I’m different than other financial advisers. They sit there and simply show you products where I build the strategy for you. And if you don’t understand it, we don’t sign up for anything. Right.

Speaker2: So my options are going to be pretty limited.

Speaker4: Well, that’s that’s

Speaker3: Where the education comes in, right? Right. So if you understand the plan that we have for you, as long as it’s going towards your goals, you’ll abide by it. Right. There’s a reason why I have a 98 percent retention rate in my book of business, because people understand the plan. They know what I’m trying to achieve. And and it aligns with what they’re trying to achieve. It’s not about commissions. It’s about getting you from point A to point B as efficiently as possible.

Speaker2: So once you’re getting the work, once you begin helping folks manage their money and build their wealth, you just said you have a marvelous retention rate. On the other end of things. I got to imagine the front end of working with a brand new client or a prospective client, the trust that you must have to cultivate to to get someone to even talk about their money, much less handed over to you or the management of it over to speak to that. A little bit

Speaker3: Of your well, like Stone, if you and I were to meet, my first thing would be to show you how I operate and how I’m paid, which builds trust anyways, because I’m not fee based. So the people I contract with pay me directly. Every dime you put towards your plan goes towards your plan from there. I think management of taxation is where you’re going to make or lose most of your money. So I would, you know, sit down with you, ask you if you have your cell phone on you, of course you’re going to say yes because people will walk out the door naked, but they’ll have their cell phone.

Speaker4: Right. Right.

Speaker3: So, you know, we need to go back to understand where taxes were versus where they are today. Like, you know what the top tax bracket, 1960 was. Nossa, you want to know?

Speaker2: Yeah, I do now.

Speaker3: It was it was 91 percent on the federal side. Holy cow. So if you made a million dollars and you did not have a place to legally write that money off, you didn’t even keep hundred thousand of it. Wow. Right. Today’s top tax bracket, which is probably going to change, is only 37 percent.

Speaker2: Oddly, I don’t know that either.

Speaker4: I wonder why I didn’t know that I’m not there. Right.

Speaker3: But but the average person is paying anywhere from 20 to to 30 percent. Right. For taxes. Right. And they’re still deferring all their retirement plans, IRAs, 401. And that were great for their parents who are retiring today. Right. Because not only do they get to bring their their tax bracket down, but they get to pay less of a percentage. Well, the rolls have turned, but everybody still in the same mindset of deferring taxation in a tax deferred product and the government’s in complete control of it. And you were just working right into their to their plan. And all I try to do is help you understand that there’s other avenues you can put your money in. I’m not saying don’t fund your 401. Right. I’m just saying there are other avenues that you can work in conjunction with that and work, you know, the plan to your benefit, because the plan is there, the government has it and you just have to use it and understand it.

Speaker2: But every situation probably has its own idiosyncrasies. I mean, you can work with someone like me or somebody like Luther Pockets, right? Somebody with that guy’s money. Right pocket.

Speaker4: You got my business card with you.

Speaker2: But I mean, everybody, just because the plan is ideally suited for Luther in this situation, it may not be good for me at all. Right. That is

Speaker3: Correct. That is correct. Every plan is specific. There’s general ideas and concepts, but the specifics of it are for the individual or the business owner. Yeah.

Speaker2: So going back to this whole trust thing, how does the whole sales and marketing thing work for for a guy like you? Because I don’t know, you can’t just pick up the phone and say, hey, Luther, would you like to or can you?

Speaker3: I have had no success. That’s how my career started. All right, here’s a list of one hundred people. And, you know, and that was on a Monday morning most of the time, you know, when when I was under contract with the company. Right. Right. And I try to explain to nobody wants to answer the phone on Monday morning. Everybody hungover over. They don’t want to be at work. They had a great weekend. And you want me to call them with a solicitation at 10 o’clock

Speaker6: About their money?

Speaker3: Yeah, about about their money. You don’t know me, but have I got the deal for you? Right. I just I’m just not a used car salesman. Right. You know, that whole is that oil under the car? No, that’s sweat all the horsepower. Right. So I’m just not that guy. I mean, you’ve known me for a little while now. It’s just no smoke, no mirrors. And when you understand your plan and you understand and visualize how we are moving towards your goal efficiently at that point, my question is, why wouldn’t you do it?

Speaker2: And you’re out there cultivating real relationships and trying to help other people advance their business, whether they do business with you or not. Or at least that’s the sense I get.

Speaker3: I do. I do. Essentially, it’s like I was telling a client Saturday over the phone as I was out on the mountain mountain biking, I was like, look. The scenario is, as long as you understand your plan. We are good to go if you don’t use me, that’s fine. But I want my tombstone to say I’m that guy. And by that, I mean when you’re sitting there and you have your grandchild on your knee and you’re talking to your son or daughter and they’re like, why are we a little bit better off than other people? Who make more money than us or or the same money or work at the same job has the same scenario. Well, it was this guy named Dave. You showed me how it all worked and made me understand. It is when you understand the scenario and strategies I’m trying to put in front of you, even without me, you can move forward.

Speaker2: I would think that would be very rewarding work to be able to look back even on the ones that maybe didn’t formally engage you, but certainly the ones that are working with you more intimately. I would think that would be you would sleep pretty well at night and you would enjoy that.

Speaker3: I do. I sleep well.

Speaker2: All right. Let’s don’t gloss over mountain biking because I saw you come to talk about transparent. The what you see is what you get when he came to the last networking meeting. It’s not a costume. That’s not fair. What do you call the thing you wear when you write a mountain bike?

Speaker3: No, I was just in a short sleeved mountain biking jersey, actually, in a pair of pants. I was headed to North Carolina.

Speaker2: You were headed from the meeting to the mountain

Speaker3: Bike at the bike on the back of the

Speaker2: Truck. So is that where you find your inspiration? Is that an outlet? Do you do thinking on that or do you not? You can’t think you’ve got to be paying attention to the rock in front of you.

Speaker3: Yeah, that’s that’s my release. That’s my right drawing on Rush. I spent a lot of years racing, motocross and. You know, had some injuries that said, OK, this is enough, I need to step it down a little bit. So mountain biking, so

Speaker2: The injuries, that explains a lot.

Speaker4: Right, right.

Speaker3: Right.

Speaker2: So you mentioned earlier in the conversation that there was some I don’t know about the catalyst, but some contributing events that kind of got you on on this on this path. And it hit very close to close to home. So you find yourself now your folks have passed. Are you still kind of helping them manage through that kind of thing? Well, my

Speaker3: Dad passed on 97 from a from a massive heart attack. And my mom has been in assisted living since 2008, and she’s still there today.

Speaker2: Wow. So, I mean, I don’t know enough to know that if she’s been in assisted living since 2008, you’ve managed money really well for her. That much I do know, right?

Speaker3: Yeah. And there they are, not cheap. And there’s a reason why they’re popping up all over the place. Right. Assisted living homes or gold mines. Once you which you pay the mortgage on the place, off the money, she’s free and clear and it’s literally is pouring in. And we’re talking anywhere from, depending on the facility, three thousand to eight thousand dollars a month.

Speaker2: And that age group is only getting larger, am I right?

Speaker3: That’s correct. We’re living longer. We’re healthier. Right. We know that quadruple cheeseburgers with double bacon. And can I get a side of bacon grease with that is not healthy for you.

Speaker5: We still eat

Speaker4: Them, right?

Speaker2: Yeah, right. But you’re actually you’re you’re living through that experience you’re experiencing in that all of that personally. And you’re able to bring that that frame of reference, that perspective to your work when when that impacts some of your clients, I would think.

Speaker3: Correct. Correct. So my mom just thought with everything my dad had set up was she was just never going to outlive her money. She could just spend money frivolously. She had some friends that were taking advantage of her. And, you know, there was no mindset. It was just writing checks and there was no managing the money when I was named fiduciary for her. Wow. It was an eye opener and people were taking advantage of her. She just had no cares about where the money was coming from. All she knew is she could spend it. And, you know, it should have been versus what actually is two different scenarios. But I lived it. I learned through a trial by fire, I was appointed by the law to be fiduciary for my mother. And as I understood this more and more, I said, if I can keep my mom’s money where it is and slowly but surely growing, what can I do for the average family or person or business owner that is actually trying to get ahead in watching what they’re doing?

Speaker2: Yeah. So before we wrap, counsel, if any, that you have for those of us that aren’t quite where you’re describing, but we’re going to be right. My folks are there in great shape now. They’re living on their own. I’m the oldest son. There’s two of us. And my folks are in pretty good financial shape, too. But that there’s probably some stuff Rusty, my brother and I ought to be doing. I don’t know if it’s putting the three ring binder together and just getting all the info together. What are some things Russ and I maybe ought to be doing now so that we’re properly prepared?

Speaker3: Well, first off, you have to know what your goals are and what you see, your endpoint being right, because otherwise it’s just a plan going in all different directions. So, you know, think of it as you’re traveling in a car, you’re going from point A to point B, right. Your car is your vehicle and you’re just following Google Maps to get there. And, you know, suddenly there’s a traffic jam. Will Google map divert you? Right. And finds a quicker way for you? That’s all I do. I provide the vehicle. And the quickest way to get there, that’s all I do.

Speaker2: All right, so now while mom and dad are still in good shape, that conversation ought to be with them and find out what how they want things to go. To some extent, I would think.

Speaker3: Right. They needed the map together. They need to know their assets depending on their age. Or is there anything guaranteed that you know for sure is going to be there regardless of whatever happens? Right. Do you want growth? Do you even care about growth? If you if you’re worried about the market dropping, maybe you need to reallocate some of those funds while the market’s high. We’ve been in the longest running bull market this country’s ever seen. They’re saying a correction is coming. Experts figure, and it makes sense that it is coming as just a matter of when and how much it’s going to correct, depending on where you are in your stage of planning. A correction also presents buying opportunities that might buy low and sell high, right?

Speaker2: I like that. I like that strategy. Let’s let’s do that one.

Speaker3: Right. But there’s two rules of Wall Street, right. You buy low and sell high. But the second rule nobody ever pays attention to. And if anybody in this room is heard of this, let me know where you invest a percentage of your assets equal to your age in fixed accounts. I’ve never heard of that, right, so as your money builds, you scrape off the earnings and put it into a fixed account, you let a bill scrape off your earnings, put it into a fixed account. By the time you’re 70, 75, whenever you want to retire, you have some money growing in the market. And then you also have fixed accounts that you don’t ever have to worry about. Right. Is your risk tolerance is going to become next to nothing. In retirement, you don’t you don’t want to lose money when you’ve spent 40, 50 years building it, right. So put it in the place where you can keep it

Speaker2: Makes all the sense in the world to me. All right. If our listeners would like to reach out to have a conversation with you or somebody on your team, let’s give them some points of contact, whatever you think is appropriate, phone number, LinkedIn, email, whatever works for you.

Speaker3: Ok, my phone number is seven seven zero five nine six three eight four zero. That goes directly to my cell phone. My staff will not get it. That will come to me. My website is Heritage Solutions dot net. You can find it is a little antiquated, but you get all the info you need on me, contact information and everything else. And because I have a God awful long email will admit that

Speaker2: Or slobby which type business club and Reformation Brewery. And you’ll be there most Thursday morning today.

Speaker3: 30 or mornings. Eight thirty. That’s my that’s my group. That is my definite. I have to make this meeting. Absolutely, networking group. What a great group of people, Wittstock business club, absolutely.

Speaker2: David, thanks for coming to the studio this morning. And this has been fun. I knew it would. Don’t be a stranger. Maybe we’ll have you come back some time and get us caught up on trends or things like that. But this has been a lot of fun. And for me and I think for the group in studio here anyway, very informative, man. We sure appreciate it.

Speaker3: Awesome. Thank you, Stone. We didn’t talk anything about mountain biking, though, so that’s.

Speaker2: That’s right. So we’ll get a chance to talk more about mountain biking to do this again.

Speaker3: Ok, very good. Thank you.

Speaker2: Yes, sir. Hey, how about hanging out with us while we visit with our other guests? Would love to. All right. Let’s talk about mountain biking, OK? All right. Next up on Gergi Business RadioX, we have with us the director of business development with Kennesaw State University, Mr. Allen Bishop. How are you, man? Doing great. So did you learn anything in that last segment?

Speaker5: I learned if I heard this correctly, because I’m 53, I should be saving 53 percent of what I make right now that what I heard. Did I miss here

Speaker3: That it depends on your plan

Speaker5: Because that’s not going to

Speaker4: Happen, unfortunately.

Speaker2: So director of business development for like the MBA program, what’s your role out there?

Speaker5: Sure. So Director of Recruitment and business development for the Executive MBA program at KSU. So Kaosu has three MBA programs. We have an online, a part time and an executive. So I’m strictly out there working on behalf of the executive MBA program.

Speaker2: Huh. And how long you been doing that?

Speaker5: Six years.

Speaker2: Six years. Well, you probably got to figure it out there,

Speaker5: You know, every year. I think that. And then I realized I don’t.

Speaker2: So what do you enjoy the most about it?

Speaker5: Well, you know, I really enjoy being out there in the community, meeting people, meeting corporations. I enjoy because we interview all of our prospective students. And I really enjoy learning about what they do because you don’t realize how many different jobs and roles there are out there, particularly in metro Atlanta. So it’s pretty exciting. And then because one of the highlights of our program is the fact that we really focus on career advancement. I really enjoy seeing our students advance their careers even before they graduate. So that’s pretty cool.

Speaker2: So what does an executive MBA student look like? Is there like a I don’t know what you call a demographic and psychographic? What are you marketing people call it? Yeah, yeah, yeah. What he said

Speaker5: We just did some

Speaker4: With it.

Speaker5: Ok, well, first of all, I’ll say this. I’m not a fan of the term executive MBA because I really think it scares people off because when people hear the word executive, they typically think of the C suite or at least VP level and above. And really our programs designed for working professionals, typically manager level and above that are looking to advance their career. So we require a minimum of five years post undergraduate professional work experience. So the youngest student you’re going to see is about twenty six for our program every year. The stats are pretty much the same average age of our students, about 38 39, with about 14 years of work experience, typically about seven years of management experience.

Speaker2: Wow. So these folks already are pretty accomplished when they come. You’re not you’re not throwing people a life raft, right? I mean, you’re working with accomplished people already.

Speaker5: We are. And that’s part of the value proposition of an executive MBA, is that, you know, one of our mottos is you’re going to learn as much from your fellow students as you are the faculty. So you’re learning from individuals with different functional backgrounds, different levels of expertize, different corporations. So there’s a great networking component to this program as well.

Speaker2: So is there some sort of. I’m sure there is. I’ll ask that differently. Tell me about your assessment process, your application process. What kind of hoops does one need to jump through to to get to get to do this?

Speaker5: So our program is different in that for most MBA programs, you just jump in and apply for our program. We want to interview you first and enter even before we interview you. We want you to come to an information session because we want you to know what you’re getting into, because you may opt out and say, this isn’t for me. The interview is really much like a job interview and it’s to determine mutual fit. So if I were to interview you for the program, I would know on paper if you’re fit or not, because I can look at your resume, I can look at your LinkedIn, I can look at your background, write certain things we screen for in the interviews. Really, first of all, motivation and drive. This is not a check the box kind of program. So if you’re just saying, OK, you know, I always want to get an MBA, I’d like to see MBA. My grandfather had an MBA. That’s not a compelling reason for an executive MBA. So we’re really looking for that. And we also want to see people that are going to work and play well with others. This is a team based program. So you’re going to be on a team of six or seven individuals throughout. And if you’re not willing to learn from others and give. It’s not the best program for you, so we do that screening process and we determine sometimes right on the spot or maybe a few days later if they’re a fit and then we have them apply.

Speaker2: And if they’re not a fit, doesn’t mean they could never go get an MBA somewhere. I mean, you don’t just write, right?

Speaker5: I mean, so what we’ll do sometimes is say, you know what, the the part time or evening program might be a better fit based on your lifestyle, the online or let’s say it’s somebody that’s a little younger, a little less mature. Maybe they’re not in the right role at the right time. We’ll give them the options so you can look at another program or come back to us in two years and let’s do this again.

Speaker2: Yeah. So how did you bring with you over here?

Speaker5: Also with me is one of our fantastic current students, Lisa Marie Haygood, who is the executive director of the Cobb County Educational Foundation.

Speaker7: I actually am the executive director for the Cherokee County National Foundation. You threw me a card, which is awesome. I love Cobb County. So I was

Speaker5: Born. I was born and raised in Cobb County. I’m a cop, but yes, Cherokee. I’m a member of the Cherokee Chamber of Commerce.

Speaker7: All I’m the person throw in the aged care for the executive MBA program. And there’s three or four of us in this cohort that are over the age of 50 and just taking a different life approach.

Speaker2: Well, welcome to the show. We’re delighted to have you. Thank you. So I don’t know the rights and responsibilities. Tell us a little bit about this job of yours. What’s the what are you doing out there every day?

Speaker7: So the job that I have is to raise awareness and funds for all of the public schools in the Cherokee County School District. Oh, I do that through writing grants, getting business sponsorships this next weekend. This weekend, on Saturday the 14th, we’ll be doing the annual Chick fil A move it road race. It’s the largest road race in north Georgia. And all of our chick fillet operators here in Cherokee County put that event together. And the foundation is the beneficiary along with Special Olympics. It’s a great event, but we raise funds through road races, galas, golf tournaments, tennis tournaments. There’s really not a lot that we wouldn’t do to raise funds. And it’s just to ensure that we have excellence in all of our schools in Cherokee County. I’m exceedingly proud of the fact that you probably couldn’t pick out our Title one schools if you tried. We have amazing schools. We put unequal resources where there’s unequal need and you get a really great education. In the Cherokee County Public Schools, a lot of people are moving here, businesses move here and schools are top of their list.

Speaker2: So why the NBA? What prompted you to to pursue the my story?

Speaker7: A little sad, actually, along with date, my husband back in April of twenty nineteen had a massive heart attack in his sleep. So I, I gave him CPR. I wasn’t ready for him to go yet. And he spent much of that year on life support. And in that time I realized that somehow we’re going to have to pay all these bills. And while I’ve had the opportunity to do what I love and I’m passionate about, I needed a chance to sharpen my skills and get ready to go back out into the workforce. I spent a lot of time on the laptop and read a lot about the executive MBA program while I was beside him in the hospital and I decided that I didn’t expect him to make it through that event. And so I started applying to school so I could take care of my daughters and myself. And after he he’s better is much better. He’s working. It’s amazing. It’s a miracle. But he still he sees what a difference it makes in my life to be a part of that program. And he wants me to succeed.

Speaker2: So fantastic. So you are an alum or you’re in the program?

Speaker7: I am in the throes. Oh, wow. Right now, Professor Deveny, who owns the innovation. Wait, wait,

Speaker2: Wait, wait. That is not what we call him around here.

Speaker4: That’s what I call well,

Speaker5: Some of our students call him something else.

Speaker7: Know he’s hard core. I’ll I’ll be honest with you. I wasn’t entirely sure at the beginning of last fall that I could cut it in this program. It was challenging for me, the Excel coursework, his accounting, running data analysis and regression and statistics and things. This is not my skill set, but I will say that I can do it now. And I have never seen a more committed group of faculty members, particularly Professor Divinia. He really had to dig in because I kind I I’m on the struggle bus with with accounting and higher order excel. And he is so willing to just make sure when he knows that you’re invested in it, he is equally invested in the students.

Speaker5: Yeah. In one thing I’ll just jump in and say, is our program we have five full time dedicated faculty members that are only dedicated to this program, but they have real world business experience like. Esther Deveny, they’re out there, they’re actively consulting, so they bring that experience to the program. But the point I wanted to make is our students, if they’re struggling with anything, the faculty are right there to assist them. And I think that’s very important.

Speaker7: It’s also important to note that I made an A on my last assignment,

Speaker2: Absolutely less published for The World is now out on the airwaves for posterity. At least Hillary made a sense. But you’ve got a real job. You’ve got unlike some of us in the room. But now you’ve got you’ve got this day job. So how do you even work this in? What’s this? The the scheduling. The time when in the evenings, weekends, early mornings, a

Speaker7: Little bit of both. But is it is important to note that if you have a real job, this is this is a great program to accommodate that. We have classes that convene and it’s important for me, I am not an online learner. I struggle with that. And so being face to face with professors and members of my cohort was very important to me, especially in a global pandemic. There were a lot of schools that went completely virtual. And to their credit, this Kenesaw MBA program, the executive MBA program, allowed us to meet. It was weekends. They distanced us. We wore masks. Everybody was very safe and cautious. They individually packaged our food. They did everything that they could do to keep us safe and learning in the environment that we committed to. So I think that was pretty that was a big deal for me. But they meet on the weekends. We start class on Saturday morning at 8:00 a.m. We finish at five Saturday. We come back on Sunday. We have, as Alan explained, we have groups that we are placed in. We don’t get to choose our groups. I’m not really sure how that sausage gets made, but they put us into groups. And that’s challenging because in real life, so much of the work that you do is in groups and you don’t always love each other. You have to learn to work together. And so that experience has been that’s also very valuable. And so we have group projects and assignments. We meet on Zoome during the week, in the evenings after I have some teammates who have four kids and have to get everybody put to bed, some who are sick. I mean, it’s it’s really different. The makeup and dynamic of the teams is really different. We have one member of my team that travels 100 percent of the time. He is always out of state and only comes in for the weekends that he has class. I wouldn’t have even thought that was possible. And we are online with him and he’s an engineer and thinks very differently than I do. It’s just amazing what you learn from those people.

Speaker2: So obviously, I mean, we can see the glint in your eye and I’m sure our listeners can hear it in your voice. You’re already getting tremendous value from participating in the program. And what is the end game? What are you hoping to experience differently on the other side of having the credential and having gone through the experience?

Speaker7: For me, the credential is important because what I learned about myself is I’m truly passionate about my job. I love our public schools. I love nonprofit work. It helps me to sleep at night. Like Dave. I rest better knowing that I’m making a difference. But if I can make a difference and a paycheck for my family, that’s going to be amazing. So I, I think I had a pretty different walk to come into the MBA program. My my entire career has been based on starting as a room mom, a PTA room mom. And I worked my way up until I was the state president for Georgia PTA. That’s 250000 members in a downtown Atlanta office. I cut my teeth making photocopies at Tostan Elementary. So you just really kind of have to learn as you go. And I think that this program is a great, great example of how you can grow. Every member of my team has experienced a job promotion or a pay raise since starting every member. And it’s not unusual. Every weekend we sit down, we celebrate the growth that people get. When you are more confident in your skill set, it gives you a boost that helps you to really just maximize what you want to do with your life.

Speaker2: Allen, are there posters all over town with Lisa Marie and

Speaker4: There will be no. There will be. Oh, wow.

Speaker2: What a glowing.

Speaker3: Yeah, they’re going to have the the big billboard right there for a road.

Speaker4: Yeah, that’s right.

Speaker7: I do think I would be a cheerleader for the MBA program if I could, but I think it’s an amazing commitment. You guys should totally be enrolled and we’ll make sure that you have an interview you before we leave.

Speaker5: Well, and I’ll say this. We have a lot of great alumni who give back who stay involved in the program, who are a great cheerleaders. Lisa Marie, in my six years of doing this, has been one of the biggest advocates of our program, has a current student. So I obviously appreciate everything that she does for us.

Speaker6: I think one of the things that Lisa Marie you covered was all the different challenges that you had. And I think that’s that’s quite often what people come. What comes to mind, right when you say, I got I to go back to school, the first thing you think is I have kids, I have a job, I have all these things, the reasons why I can’t do it. But I’m glad you covered that.

Speaker7: I think that there are everyone has baggage and excuses. You just have to make a decision to do it. And one cool thing, the importance of financial planners are amazing schools here in the state of Georgia. Both of my daughters attended college on a Zell Miller scholarship. And we’re not in need of all that collegiate money that I saved. And so my financial planner said, why don’t you make yourself the beneficiary of your 529 and put yourself back in school with all that money you save for your kids. That’s brilliant.

Speaker3: And he was right.

Speaker5: You know, one thing I’ll say just in conjunction with that is so we talk about the weekend format. So it’s approximately one weekend a month, Saturday and Sunday, because we are dealing with working professionals around and to maintain their career. But a lot of them you mentioned someone with you say three kids. We have somebody with four or five kids in this program. That’s crazy. But one of the things we do in the interview process is say you’ve got to plan for at least 20 hours a week during this 19 month program. So you can ask yourself a question. What are you doing right now for those 20 hours that you’re going to have to give up and it could be Netflix and chill or it could be you’re going to you’re going to you know, you’re going to miss out on some soccer games on the weekend or you’re going to have to cut back on the mountain biking. So so we do want to make sure people are prepared for that time commitment

Speaker7: And forgot the coolest part of the program. I can’t believe you didn’t even pitch it. But at the end of our 18 month, 19 month stint, we go abroad and we do an international two week consulting job with a company. We’re going to Panama this this next year for two weeks, and we get real life international consulting experience. How cool is that?

Speaker2: That sounds marvelous. All right. So let’s leave our listeners, particularly those who might be interested in talking to you guys and learning more, or maybe some who are already enrolled and kind of excited about coming in this fall. What advice? And I’ll ask from both of you both from your perspective, Alan, and and we’ll start with you. And then I want to get your perspective. How would you how would you encourage them to prepare? What advice would you have for them? I’ll start with Alan. What what advice do you have for those folks?

Speaker5: Well, so first of all, we have prereading assignments for our students, for the class began. So we recommend that they do all their prereading, but also use that as a way to get used to that 20 hours a week. And then once people are in the program, the advice I like to give is because it is teeming base. So you’re broken out in those teams is to not only get to know your team, which you’re going to do, but get to know on a deeper level your fellow cohort, and then you’re going to overlap with two other cohorts. It’s a great networking opportunity. Sometimes people jump in, they’re all in with their team and other people might fade into the background. So really, the network component can’t be emphasized enough.

Speaker7: Excellent. I think that everything he said is very valuable. I think it’s also important to note that the breaks fall pretty naturally in places where we already have challenges. We’ve had the last two weeks closed our summer semester so you can logically take a vacation during Christmas last year, I was worried, what is my MBA program going to do for the holidays? Because, you know, you have so many commitments. But there was a logical break at that time and like a two week stint where you could really still focus on family, I think you can juggle it all. But like anything else, the I think if you stop learning, you stop growing and you stop living. So this is an opportunity to really step up your game and make sure that you’re relevant and valuable in society to people and for yourself.

Speaker5: And just add to the biggest mistake I think sometimes new students make is we talk about in the information sessions, the interviews, the dedicated faculty, and we encourage the students. If you struggle with anything right off the beginning, reach out, call email, see them on the class weekend. But we find that for a lot of students, maybe it’s because their undergraduate experience there has to do so. And even though we tell them it usually takes them past that first semester where they finally realize, OK, these people aren’t scary. I mean, Professor Deveny seems a little scary.

Speaker2: Nobody is scared is I still can’t get my mind wrapped around that title, Professor Devanny. But, you know, I won’t start calling him that.

Speaker7: He responds well to. Right.

Speaker2: So a great many of our listeners listen on OnDemand demand. And so they may be hitting a bucket of balls or mountain biking two months from now. And here this book, there’s going to be people who listen to it now, now being August the 10th. Twenty twenty one at this very moment. Live while we’re talking is there’s still time to enroll in the next. What do you what do you call the next thing next quarter. The next thing you know, we

Speaker5: Refer to it as a cohort. OK, next cohort. Important thing to note is that we only enroll one cohort every year. So if you missed the deadline for this fall, you have to wait a year. Oh, so our deadline for this fall is August 31st, which you may say to yourself, there’s not enough time. There really is, because we can interview, especially if it’s virtual, we could interview somebody this afternoon and if we determined them to be a fit, the application process is pretty straightforward. So we can onboard somebody pretty quickly.

Speaker2: All right. And then over time, what can we do to help? What can Business RadioX do to help? What can the folks in this room do to help? What do you need? Just continued awareness of the program. Is that the best way for us to help?

Speaker5: Yeah. I mean, I think, you know, I talked about, you know, that I’m not a fan of the term executive MBA. I think sometimes people are scared away. So I think the awareness is key. And I think there’s still a lot of people out there that do not know that these programs exist. So they may immediately just look for a traditional MBA before they learn about what an executive MBA is. And I think there’s a lot of people out there that miss out on a great program because the awareness is not there. Not to say I’m not doing my job, I’m out there. But still, you know, there are some people that don’t realize it.

Speaker7: And it was the ranking of our program.

Speaker5: Oh, thank you. You know, I wrote that down here somewhere.

Speaker4: So good. Are you are hirelings. Yeah. Yeah, right. You see what a broader

Speaker5: We’re ranked number one in Georgia for the fifth year in a row by CEO magazine and number two in the nation and number eight in the World Bank. So what happened?

Speaker7: So right here, it’s right here. Right in our in our backyard. Isn’t that

Speaker2: Amazing? That’s incredible. Congratulations on that. The momentum. Good luck on going going forward. We’re going to continue to follow your story. And I don’t think this ought to be the last time we talk. I think you ought to come in here periodically, maybe as you are cyclically. Is that a word every now and again as whatever, you’re going to have a new cohort and you go, you want to get the word out about it, maybe we ought to have you swing back in.

Speaker5: Well, yeah. And I’ll say this for anybody considering doing Business RadioX, this is a heck of a lot of fun and you’re really good. I mean, I’m excited. This is fun and I definitely want to do it again.

Speaker2: It beats the heck out of working.

Speaker4: But, you know, this is good.

Speaker2: All right. So let’s leave our listeners with some information on how to get to your phone number, email, whatever you’re for.

Speaker5: For Kaosu Kaosu INB Dotcom is our Web site. Look me up on LinkedIn. It’s Alan HLL and Bishop Email as Alan Bishop at Kennesaw Edu in phone is four seven zero five seven eight forty four twenty.

Speaker7: And I’m Lisa Marie because my mom was a giant Elvis fan and me too. I’m in the Cherokee County Educational Foundation and if you want to get together, as long as you buy me a glass of wine, I can easily be persuaded to recruit and market you for this program.

Speaker4: So it’s not the county

Speaker7: And it is not Cobb County that we do love the Cobb County schools

Speaker2: Next year. And similarly, as I was mentioning to him, if you’d like to come in and focus a little bit more on on that on on your organization, if you’d like to come and do a segment, we’ll talk off air. But we’re delighted to make that happen.

Speaker7: Thank you, Stan. I appreciate it.

Speaker2: Absolutely. Hey, can you guys hang out with us while we visit with one more guest?

Speaker5: Absolutely. If not, I’d have to go back to work.

Speaker2: All right, everybody, we ready for the headliner. He’s been very patient. He’s been taking copious notes, lots of notes. Somebody tried to say something funny and he leaned in and he laughed. I mean, he’s really played very nicely with others. I think it’s time to let him let him have his moment in the sun. Please join me in welcoming to the show with North Atlanta Digital Marketing. Mr. Luther Mudiay Good morning, sir.

Speaker6: Hey, Stone. How’s it going?

Speaker2: It’s going great. I think the last two times you and I had a chance to visit it was for me anyway over an IPA. Yeah, reformation. That’s right. That’s right. Reformation. I love this town,

Speaker4: Although it’s not a bad place to meet. It’s a

Speaker2: Fantastic place. Fantastic place to meet digital marketing. That seems to me like it could be one of those heavily loaded words. And many of us probably have some box. We’ve already put what you do in and we’ve probably got it wrong. Tell us about digital marketing and your take on it specifically.

Speaker6: Absolutely. You know, when you talk about digital marketing, I think if you’re a business owner, you probably get four phone calls a day that says, hey, we can help you with Google, we can help you with SEO, we can help you with all sorts of stuff. And unfortunately, all those things get lumped into digital marketing. I think from my perspective, you know, one thing we focus on is education from what we do and digital marketing, if you look at it, no one is like it’s just like building a house if you have an amazing house in a forest, but nobody knows it exists. Well, maybe that’s what you want, but nobody’s ever going to know your amazing house exists. And that’s and so the amazing house in this case is a website. Right? So if you can have the most amazing well thought out, well, you know, played out website, it doesn’t matter if nobody can find it, you know, and that’s really one section of digital marketing. It’s just the website. The other whole section of digital marketing is just making sure that people are aware that you as a business exist and your business actually has a website. So there’s a. All other sections on Google and and all those things that come into digital marketing when it comes to just making sure that people are aware that your website exists, because in today’s world, honestly, don’t nobody ever jumps on Google and says business x radio or they don’t say I’m looking for this plumber. They actually say I’m just looking for a plumber near me or whatever pops up and whatever pops up in the top five results, that’s what they’re going to click. And that those top five results don’t have a bunch of reviews. They’re not going to be clicking on those.

Speaker2: So your business, your niche? Well, I would think it certainly impacts SEO. You’re not really the NSA, OK? You’re more of a. Well, I don’t. I’ll let you say. Yeah, well, Gymnich.

Speaker6: Yeah. You know, I think from a digital marketing perspective, SEO is the most overplayed term out there. But we’re not focused on that. We’re focused on the neon sign that points to your website. So we focus on Google my business, one of the most underutilized tools out there that’s out there for free. Anybody who has a business can go out there and set up your Google my business page. And that is what we really focus on from from a hey, here’s where the houses perspective, right? That’s number one. Now, we we also do social media marketing, which is another key aspect of today’s world where I don’t think any business that doesn’t interact with social media one way or the other by having a Facebook page, by having an Instagram page, by having a Twitter feed, etc., it’s really hard to interact with your customers, especially depending on the service that you’re in. Right. We certainly help with that as well. But Google, my business and social media is really where we focus a lot of our efforts.

Speaker2: And then tell us about the screens.

Speaker6: Yeah, absolutely.

Speaker2: Yeah. So because that’s what got me so excited about what you were doing, maybe just because I hadn’t talked to anybody who was in that arena. And maybe that’s pretty unique. I don’t I don’t know.

Speaker6: Yeah, no, I’m glad you brought that up, because one of the things, you know, when it comes to digital marketing is that, you know, there’s a lot of online marketing that goes into. Right. Right now. One thing that makes us unique, even though we’re a full fledged digital marketing shop, is that we also have what we call indoor billboards. And although the name sounds fancy, all we’ve done is we’ve taken the concept of outside billboards, you know, the ones that you drive by at 60, 70 miles an hour and you probably don’t even know what’s on there. We’ve taken that concept and we brought it indoors like coffee shops and restaurants and haircut salons, et cetera. And so we said, hey, what? We’re going to put a 55 to 60 inch screen inside there that’s dedicated to just playing ads. It has a few things around headlines, et cetera. So there’s some entertainment value to it. But predominantly it’s about playing ads. There are 20 to 30 seconds long. The background, no sound. So you’re not like you know, it’s not like walking into a mall and Christmas and you just got the same loop playing

Speaker4: Over and over again. You know, it’s not like that.

Speaker6: But, you know, so there’s no there’s no sound to this, but it’s just playing in the background. We put a lot of we put a lot of motion into it catches the eye. But the concept of that, what it does really Stone, is that, you know, from from an online presence in an offline person’s perspective, we’re able to cover that. Right. So when it when somebody says, hey, Luther, they’re like, we’re we’re we’re a new business. We’re an established business, whatever it is. And Woodstock, Georgia. Well, guess what? We can make sure that people are seeing their brand any time that they’re shopping, eating, playing, working out in Woodstock. And when they go back home and they log on, they’re going to see that same kind of branding online on Facebook or on Google.

Speaker2: Ok, let’s talk about me for a minute. I mean, it is my show, so. Yeah. Well, you talked a moment ago about overplaying something. You were talking about SCA one great strength of the work that we do, a Business RadioX is the relationships. They get built in the room, right in their face to face in the studio. You get to know people. But I wonder if maybe I and we haven’t even maybe overplayed that and not taking full advantage of something like this, because the I wonder how nice it might be to have more ubiquity so that when when the people in this room walked out of here and you went to your dentist’s office or wherever, and you saw a screen and it said Business RadioX on it. Yeah. You know, for people who are listening, they listen to it. They heard a great interview. And if they were to see something on a screen that said Business RadioX more of an integrated holistic, there’s probably some value in that.

Speaker6: There is. Right. If you think about it, top of mind being top of mind, it’s it’s actually like a connection that that’s happening between the service provider and the customer. Right. Especially for a first time customer, I think about it. So when if you wake up one day and your faucets leaking or you have a leak in the house. Right. That’s when you think about a plumber. Right. But chances are your brain has already put forth a particular plumber because you’ve already seen their branding everywhere. Right. Right. Same thing with education. Same thing with financial planning. Right. Same thing with insurance except. Right. So there’s there’s a reason why, Mark, Spain has a billboard every half a mile

Speaker4: Because he completely understands, he

Speaker6: Completely understands that branding is all about ubiquity,

Speaker2: But to compete with a market, Spain, not that I have to compete with him, but there are people in that category.

Speaker6: There are people with the category. So here’s here’s here’s the interesting part, Stone. So a typical outdoor billboard on a very not so busy street costs about 600 bucks a month. Right. But we’re able to give the same presence for a lot less. And the beauty of it is nobody’s driving by 60 miles an hour. They’re actually sitting there probably having dinner with their family or working out in the gym or are, you know, like one of our locations of the gymnastic school. Well, parents are stuck there at least three to four days a week for at least an hour and a half.

Speaker2: I had two girls in gymnastics and not just parents, parents with money. Yeah, I can remember soccer. We were kind of at the higher end of the socio economic ladder of the soccer parents, and we were on the low end of the gymnastics.

Speaker4: It’s a different

Speaker2: Crowd. OK, but but if I were on a screen, if Business RadioX Cherokee Business RadioX or Business RadioX network or on the screen at a handful of these places, I’m getting the idea you could be more than one. I could maybe reach quite a few eyeballs here.

Speaker6: Yeah. So our network is we have about one hundred and forty plus screens all across north metro Atlanta and that’s Cherokee, Cobb, North Fulton, Forsyth and a little bit of Gwinnett. Right.

Speaker2: All right. So how does it work? So do you help me design an ad that mostly just like a logo and how is that?

Speaker6: So the beauty of it is unlike outdoor billboards, when when we engage, when a customer engages with us, we actually sit down and we kind of first of all, we understand what is it that they do to make the phone ring, to make the customer walk in, because whatever they’re doing today has to fit in with how they’re going to market on the screens. Right. We don’t want to create anything that’s that’s not in line with their with how they how their image lies out there. So so the first thing we do is we understand that the second thing we do is we kind of gather all the materials that goes into making an ad. It’s a 20 to 30 second ad. It’s a video ad. So we gather those materials. We if they have a logo, great, we’ll use it. They don’t have a logo, make it for them and we’ll kind of create this whole marketing campaign around that. And then, you know, for, you know, and we also engage with them if they want additional social media, et cetera. But all that is one fee. Like there’s no additional packages, like when when we are engaged for getting as an ad on a screen or a bunch of screens, we incorporate the creation of the ad, the management of that and everything. And also any time that the customer wants to change like once a quarter and make changes, for example, we’ve got a customer who is a roofer. Right. And so roofers, one of the things that they’re always looking for is hailstorms. So we can move their ad anywhere in metro Atlanta depending on where the last hailstorm was.

Speaker2: You know, how’s that for targeted marketing

Speaker4: Rights for storm chasers? Yeah, exactly.

Speaker6: So but the beauty of it is it’s all we can manage, all of it, you know, sitting in our home on my phone. So it’s not a big deal. And the ad creation takes about two or three business days so we can very easily move the ads around. And then that’s that’s what makes us very, very different than a standing billboard on the outside.

Speaker5: Right. Do you do any geo fencing around those as well?

Speaker6: We don’t do geo fencing yet. Yet is the key word there, because we’re going to be adding that soon to more, not so more, so much to add add variation, but more so to understand who is looking at those ads.

Speaker2: So I will look that term up after the show

Speaker4: Or ask you guys to say

Speaker2: It and say more about it. So your back story, how in the world did you find yourself doing this kind of kind of work?

Speaker6: Yeah, it’s actually funny because I’ve been one of those people that has been blessed with business aid for all my life, where I’ve always said I always wanted to be a business person, that I’ve had online businesses, etc. And I think that’s really the crux of where I picked up most of my skills around digital marketing. And, you know, one of the things the addition to that was that when I started looking at business ideas that I could take on, I looked at digital marketing, which was the online business, and I found a franchise that I’m a part of that offered the screens. And so there was a perfect harmony where I said I can I can give people Ubiquiti for a very cheap price point compared to what they would with an or billboard. And so that’s really how I got into it.

Speaker2: So how does the sales and marketing thing work for you? I think I’ve asked this question of everyone. Is it eating your own cooking? Is it is it using the product? Is what you guys do?

Speaker6: So every screen that you would see out here in Woodstock, Georgia. Yeah, it plays ads for the customers, right? It’ll have it for a plumber, etc., but it’ll always have my ad as well that says, hey, here’s how you contact Luther and the company being audited by digital marketing and the same thing. We use the same principles that we would use to help promote a given business. On Google my business, I use the same principles. I am constantly posting on to my business. I’m uploading videos and photos all the time. Right. So I have to I mean, there’s a reason why we preach. It is because we see it work in our own business.

Speaker2: And you have a day job. We’re in kids, right? I mean, where do you find the time?

Speaker6: I think, you know, that’s why I was asking some readers questions about like, how do you balance all these things? And honestly, one of the things would be summary said that really, really I kind of, you know, dug into was she said, you know, if you don’t learn, you don’t grow. Yeah. And I think it’s always one of the things I think you can come up with five hundred reasons to just Netflix and chill, as Alan said. But I think the moment you do less of that and you just kind of take a little bit of that and reallocate it towards a business or to going to school, for example, or maybe just making better financial decisions. Right. Like David said, I think you immediately find out you actually have a lot more time than you originally thought you did.

Speaker2: So you’re a family man. What what do you hope your your kids learn from watching you conduct your business life the way that you do? What are the lessons that you hope they come away with?

Speaker6: I would say this. No one don’t be don’t don’t ever be afraid to fail. I think that’s one of the biggest things that I myself was often like. You know, as you kind of go through life, you’re like, maybe I don’t want to do this, not because it’s big and scary, but because maybe I’m not the right fit for it or it’s, you know, whatever. And I think that’s the fear of failure that stops most of us from trying something new. Right. But quite often what you find is that once you actually take that step, then, you know, you just have a way like I think the universe kind of comes around and says, OK, well, if you’re taking that step, I’m going to help you out and, you know, raise the right resources and things. Just start figuring out and, you know, and it all works out in the end. And the beauty of it is in the end of all of that, if it doesn’t work out, you learn so much that it was so worth doing it.

Speaker2: What an excellent point. There’s a movie. It’s exotic gold. Marigold Hotel is everything. And the guy says everything will be alright in the end. And if it’s not all right, it’s not the end.

Speaker4: That’s right. That’s right. I love that.

Speaker6: Yeah, but that’s really the key takeaway. And I think that’s what tell most people do is like because they ask I often get that same question, which is why would you take on a business when you have a job? And my thing is now I ask, why wouldn’t you take on a business? Because I think maybe David would attest to this. But having a business teaches you so much. And B, the tax benefits are not bad at all.

Speaker3: Right. Right. But but to to your point on the fails, like Thomas Edison said, he failed nine thousand nine hundred and ninety nine times the ten time he got it right. And we all have light because of it.

Speaker6: That’s true. And I think he actually says something like he figured out nine thousand nine hundred different ways not to make a light bulb.

Speaker5: That’s right. So there’s hope for me yet.

Speaker2: Yeah, well, the failure doesn’t hurt as much as we may be thinking. It’s going to end. There’s still there’s the seed of an equivalent benefit that comes from that, or at least that’s been my experience and I’m pretty experienced in failing.

Speaker6: And I think failure is overplayed. Right, in the sense that if you if you are going to you know, like I’m guilty of listening to a lot of motivational videos when I’m working hard, because that’s the only way I can make way of work out. Right. They always talk about, you know, successes, the successes that. But I think the truth is in order to gain success, you have to have quite a good amount of failure or get used to the failure rate. Just treat that as it’s just a stepping stone.

Speaker2: Just part of it is risk.

Speaker7: We were talking in class just this past weekend about the fact that a man will apply for a job that he’s only 65 percent qualified for looking at the job description. And women won’t apply unless it’s like 90 to 100 percent interesting. And I thought that was fascinating. And our professor encouraged us to step away and take a harder look, because if you apply for a job that you’re 90 to 100 percent qualified for, then you’re not learning, you’re not stretching, you’re not growing. So you want to get your foot in the door and learn and grow and be challenged or else you’ll be bored.

Speaker4: Yeah.

Speaker6: One of the I think one of the best things I’ve ever heard is if you’re the smartest person in the room, you’re in the wrong room.

Speaker4: That’s as if

Speaker3: The real successful business owners, if you interview all of them, they say, I am not the smartest person in the room. I hire the smartest people. And that’s. I have the money, I do that.

Speaker4: That’s very true.

Speaker2: So what’s next for you and what can we do to help?

Speaker6: Yeah, I think, you know, one of the things, you know, when when you and I connected so on, I was actually looking at your website right before we met. And I noticed that you said you have in the in the business, it’s radio. It says hyper local marketing. And I was like, well, wait a minute, that’s what I do as hyper local marketing. And I think there’s a lot of overlap from that perspective, because at the end of the day, it all comes down to branding. Right. And I think there’s there’s a difference between putting an ad out there and making branding ubiquitous. Right. Because usually ads just have the concept of, hey, there’s an ad and like a whatever magazine they want you to call them. But branding goes well beyond that. Just that one ad. And I think it’s really from that perspective is we are here, right here in Woodstock, Georgia. We completely understand, you know, the how the market works out here. And so we’re completely looking for, you know, mostly in the service providers who are looking for the branding that says, hey, I know that one ad is not going to make a difference, but having my brand all across, you know, in a coffee shop or in a restaurant and then the same brand being online is what creates that ubiquity and that top of mind awareness.

Speaker2: And I do know what ubiquity means because I looked it up after the last show.

Speaker4: That’s the word of the day. I was like, yeah, yeah.

Speaker6: Well, we didn’t use geo fencing so well.

Speaker2: Thank you so much. What’s the best way for folks to get in touch with you and have a conversation about some of these ideas and maybe get some of that ubiquity that we all crave?

Speaker6: Absolutely. So our website is not outlandishly marketing with its NATO D.M. Dotcom. So it’s you know, it’s all the first letters of digital marketing. And my phone number is four four five zero seven two six zero seven.

Speaker2: Marvelous. Well, thanks for coming in hanging out with us today.

Speaker6: Yeah, absolutely. So.

Speaker2: All right. Until next time. This is Stone Payton for our guest today and everyone here at the Business RadioX family saying we’ll see you next time on Cherokee Business Radio.

Tagged With: Heritage Financial Solutions, Kennesaw State University, North Atlanta Digital Marketing

Rachel Donnelly, Black Dress Consultants

August 10, 2021 by John Ray

Black Dress Consultants
North Fulton Business Radio
Rachel Donnelly, Black Dress Consultants
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Black Dress Consultants

Rachel Donnelly, Black Dress Consultants (North Fulton Business Radio, Episode 374)

Rachel Donnelly, founder of Black Dress Consultants, joined host John Ray to share the work her consulting firm does in end-of-life concierge and after-loss services.  Rachel saw a need for support as families and individuals face end-of-life and after-loss decisions at a time they are more focused on family and grieving. Her consultancy fills the gap, offering practical services and assistance navigating the after-loss maze of tasks. North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Black Dress Consultants

Black Dress Consultants is an end-of-life concierge and consulting firm that helps families strategically manage the administrative and logistical tasks of legacy planning and organization, after loss and everything in between while also integrating your family values and traditions. They provide personalized solutions for life’s transitions giving you and your family the space to live worry-free and grieve peacefully.Black Dress Consultants

They are here to help guide you through decisions, tasks, and endless to-dos so that you have the space to grieve. Their goal is to provide solutions for life’s transitions while also integrating what’s important to you and your family. Custom services available.

Disclaimer: They are not attorneys, financial advisors, or CPAs. However, they do partner with these resources, when needed, to ensure that every task that Black Dress completes for you is under their advice. If you do not have an estate attorney or financial advisor and your estate requires or would benefit from these resources, they are happy to connect you with their network of seasoned professionals.

Company website | Facebook | Instagram

Rachel Donnelly, Founder and CEO, Black Dress Consultants

Black Dress Consultants
Rachel Donnelly, Founder and CEO, Black Dress Consultants

After many experiences with loss, including the death of her parents at a young age, Rachel founded Black Dress Consultants, a consulting firm that helps individuals and families manage the unavoidable tasks and logistics of after loss and end-of-life.

Rachel is also a fundraiser extraordinaire, having worked in higher education fundraising for Agnes Scott College, Emory University and Georgia Institute of Technology. Rachel serves on the Board of Directors on Love Not Lost, an Atlanta non-profit that provides grief tools and free photography sessions for families facing terminal diagnoses.

Rachel lives in Decatur with her husband Zack with their two kids, Finn and Roane.

LinkedIn

Questions and Topics in This Interview

  • Tell us a little bit about your background. How did your earlier career path relate to or inspire your current work in the space around helping families wrap up after the loss of a loved one?
  • What was the motivation behind the creation of Black Dress Consultants?
  • Can you tell us about your services?
  • You mentioned that there are several blind spots in end-of-life planning. Can you tell us about a few?
  • In your experience working with families, and considering all the services you offer, what do they need the most help navigating?
  • Tell us about how your clients find you and what your role is in the complex project of settling an estate and wrapping up the details. W
  • How does what you do differentiate you from or overlap with the legal and financial aspects of settling an estate?
  • What’s one of the most unique or memorable experiences you’ve had working with families after a loss?

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

RenasantBank

 

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

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Ron Green from Operation Snatch Back and Mike Sena from Mike Sena Advisors, Inc.

August 4, 2021 by Kelly Payton

Mike and Ron
Cherokee Business Radio
Ron Green from Operation Snatch Back and Mike Sena from Mike Sena Advisors, Inc.
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Mike and RonThe Innovation SpotAlma Coffee

Ron GreenRon Green, Founder of Operation Snatch Back

Ron Green was born in South Bend, IN and has been a resident of the greater Atlanta area for 21 years. Mr. Green is the owner of The Video Plug based in Woodstock, GA. He is also the Founder and CEO of Operation Snatch Back, a 501(c)3 nonprofit youth development organization. Mr. Green specializes in equipping youth to withstand negative influences, push through hardships, and make a successful transition to adulthood. At Operation Snatch Back, youth become leaders in their homes, schools, and communities. In his spare time, Ron enjoys traveling, reading, and most of all, building relationships with people of all walks of life.

Snatch BackConnect with Ron on LinkedIn, and Follow Operation Snatch Back on Facebook

 

 

 

Mike SenaMike Sena, Fee-Only CFP (r), CEO of Mike Sena Advisors

Fired from his first two corporate jobs, Mike has been on his own ever since, creating and running several businesses. Along the way, he’s learned a lot about life, happiness and money. Mike is a father, speaker, author, TEDx organizer and weekend polo player. He loves working with good-fit clients to improve their circumstances and outcomes. Most of his clients have come from other advisors, most own a business, many are seven-figure wealthy, all enjoy a personalized experience and comfort at night.

Connect with Mike on LinkedIn

 

This transcript is machine transcribed by Sonix

 

TRANSCRIPT

Speaker1: Broadcasting live from the Business RadioX Studios in Woodstock, Georgia, it’s time for Cherokee Business Radio. Now here’s your host.

Speaker2: Welcome to Cherokee Business RadioX Stone Payton here with you this morning, and today’s episode is brought to you in part by Alma Coffee, sustainably grown, veteran owned and direct trade, which of course means from seed to cup, there are no middlemen. Please go check them out at my Alma Coffee Dotcom and go visit their grocery café at thirty four forty eight. Holly Springs Parkway in Canton asked for Harry or the brains of the outfit Laticia and tell them that Stone sent you. You guys are in for a real treat today. A little bit later in the broadcast, we’re going to visit with Mike Seina with Mike Senior Advisors. But first up on Cherokee Business Radio this morning, please join me in welcoming to the show with Operation Snatch Back, Mr. Ron Green. Good morning, sir.

Speaker3: Good morning. How are you doing?

Speaker2: So I am doing well every time I see you, every time we visit. You’re so enthusiastic. You I don’t know if it’s caffeine. I don’t know if it’s just a zest for life. But you’re always you’re just seem to be fired up about about what you’re doing. And I suspect some of it must be related to mission purpose of this operation. Snatch back. Tell us a little bit about this about this this thing and what it is you’re trying to accomplish.

Speaker3: Yeah. So you’re right. I love I love what I do. Operation Snatch Back is why I walk the face of the earth. It’s my first love. It’s my passion is to build young leaders that that’s what we do. So Operation snaps back. Youth Development is a five to one C3 nonprofit that focuses on at risk marginalized and underserved youth ages 13 to 24. So usually middle school, high school and young adults. What we’re seeing, Stone, is that these kids coming up have enormous challenges, whether it be, you know, maybe drug experimentation, gangs, violence, lack of education, poverty or economic deprivation, low self-esteem, peer pressure. The list goes on and on and on. And we’re losing a lot of them. So we I started this organization to put it into that and start building young leaders.

Speaker2: You started this thing?

Speaker3: I started it, yes. I started in twenty fifteen.

Speaker2: My goodness. So this kind of thing, of course I see it on the news. I get a chance to meet bright, passionate people like you that are really driven about trying to do something.

Speaker3: That’s what you say, right. That’s what you say. I don’t know what everybody else, but I’ll take that.

Speaker2: But I have to be perfectly candid with you. It’s it’s it’s very far removed from my own life experience, you know? I mean, we didn’t grow up wealthy or anything, but my folks were teachers. You know, we never we weren’t hungry. I don’t know. I think the surfer kids did some marijuana, you know, but I mean, I was you know, I mean, I’ve seen it in the movies, you know, but it was just so it’s so far removed from my life. I think it it doesn’t get on my screen very often. Do you find that’s the case with a lot of people in my situation?

Speaker3: Yeah. You know, everybody has their own life journey, right. You know, so it’s not everybody doesn’t look at this through the same lens because of their life experiences. Right. Right. But the reason I started is because it was close to me. It was a part of my life growing up. So I was attached to that that challenge as a youth. So I grew up right outside Chicago and in what they call the BRICS or the projects or, you know, public housing. I grew up in extreme poverty. I grew up in drug infested areas where there was prostitution, gang violence. Just the list goes on and on. So it was a world that I’m very familiar with.

Speaker2: So you lived this or at least pieces of it?

Speaker3: Absolutely. Absolutely.

Speaker2: Well, no wonder you’re so passionate about it.

Speaker3: I am. I am. You know, like I said, is is close to me. And I have you know, I have what we call lived experience man. So but by that, I have a responsibility also to impact in that area.

Speaker2: Well, it’s interesting that that’s where you where you landed, because I don’t know what I have done, because I’ve interviewed thousands of very successful business people, some of them incredibly financially accomplished and accomplished in other ways. And almost without exception, they will specifically articulate this, not just a desire. I think the word you used was obligation. They feel like they want to stretch a hand out and try to help the next entrepreneur, the next group. So you came out of your situation feeling like you had an obligation to try to help other kids that were that found themselves in that same situation?

Speaker3: Absolutely. My philosophy is, you know, today I live a wonderful life. You know, I’m eating good, living good.

Speaker2: And, you know, Stone’s radio

Speaker3: Show and I’m on the radio show you what the hell else could I want out of life.

Speaker2: Exactly.

Speaker3: So but, you know, if if I found a way to climb out the mud and other people have helped me climb out the mud. Right. And to be better and do better in my life, which I have, then I’m. Charged with the responsibility of helping others climb out that mud, man, that’s my philosophy. So, you know, Stone, when I was coming up as a young kid, I made a lot of bad mistakes, man. Coming up in that environment, you know, started selling drugs at age 16, 17, became a drug addict, just the crack cocaine era. So at 17, I was a full blown crack cocaine addict. And at 17 and when most kids are looking to go to a prom or study for tests, I was trying to figure out who I was going to rob, steal, lie to to get what I want. My body was crazy.

Speaker4: Yeah.

Speaker2: Wow, wow, wow. Yeah, yeah. The moment of silence, you know, that’s and there must have been some grand purpose to all this or some grand design to it, because now you are more prepared or as prepared as anyone to genuinely help these kids. They must when you share that story, they must really identify with you have some some real credibility.

Speaker3: Absolutely. Yeah. These kids what I understand, Stone is my greatest asset in life is that I used to be a junkie, that I used to live in the woods, that I used to hold a cardboard sign at that intersection. And I used to live like a maniac and an animal. That’s my greatest asset, because through those trials, I’ve learned how to be resilient. There’s nothing I can’t do in my mind, you know. So, you know, this thing we call life is no pressure. When you wake up with a monkey on your back, you’ve got to get dope and you’re hungry. You don’t have any place to live. You you coming out the Woolies. That’s pressure, man, you know, so so I use it. I use my experience to impact not only young people, but in my mind to impact the world.

Speaker2: So how do you get to these kids? Because my my instincts are that they would be everything from to a little bit cynical and skeptical to, I don’t know, maybe even angry and violent. How do you how do you reach these kids?

Speaker3: Well, for me, you know, I use again, I use my credibility now, you know, early on, you know, getting arrested. I’ve been arrested over 30 times. I’ve been sent to the penitentiary on drug charges. I mean, you know, at that time, it didn’t work out well for me. It’s not a good thing. Right.

Speaker2: We’re going to say jail stories. I actually got arrested for hunting over corn. But I mean, you know, I was in the courts for ten minutes. They confiscated my bulb. But it’s not the same thing.

Speaker3: It’s not not not quite the same. You’re working on a man. You’re working on the stuff. Not not not quite there.

Speaker2: Me and Ron were hard core.

Speaker4: I got a little bit above you. I was DUI in 1997. I spent the night in Fulton County Jail downtown. That was

Speaker3: My street. Right. Street. Yeah, that

Speaker2: Was eye opening.

Speaker3: Yeah, I’m. Yeah that’s. Yeah that’s, that’s, that’s that big house right there. Yeah.

Speaker2: Yes. But that is your opening with these kids. It’s real. You’ve been there, that kind of thing.

Speaker3: Look for the first my introduction to the prison. The first two weeks I had my jaw broken in half mile, my mouth state wide shut for six weeks I drink out of a straw. I lost twenty pounds and I said, oh boy, I. I don’t I don’t think I want to be here. All right. But I tell the kids this because a lot of kids in their mind, if you go to jail and come out, you have this big credibility. Now you the man hey man, this ain’t where you want to be. So I intro a lot with that story and you ask me, how do I connect with the kid? I just connect with them through those stories, some of the things that they can identify with of the chaos and the madness that’s going on today. That’s I opened up with that. And then Dennis is it’s all good after that.

Speaker2: Well, OK. Well, so you’re connecting with them, right? Right now. But now that’s not enough. You’re trying to move that. You’ve got to work on everything from mindset to. Well, I don’t know what you’re doing, but you how do you move them like kids are structured? Is it a curriculum? Is it a process? Do you have them build a portfolio of doing good stuff?

Speaker3: Right. So so what we do, we run our programs out of the Sweetwater Mission Complex. We have a facility. Yes. And it’s in Austell, Georgia. And we we run our our core programs out of there right now. What you have to understand is for a young person to really buy into what you’re doing and what you’re saying and what you’re trying to teach them. They have to know you, like you and trust you. Right. So just showing up, they’re constantly running the programs. There’s no one sharing and being authentic and being transparent. So you want to connect with them. So once you connect with them, they know you like and trust you. Now, what you do is make the training space of a fun place to learn. We build curriculums. You’re right. We build curriculums, we build programs, but we make sure that they are built in such a way. It gives the kid an appetite to want to engage in these trainings. We do we do anything from leadership, soft skills training. Mindset training, image building, character building, we do training to help them to become the best version of themselves that they can be.

Speaker2: And do you draw on experts in those different domains, do you personally do a lot of research and then bring that material and then sort of run it through the the run street cred filter before you try to deliver it? Yes.

Speaker3: So I work with other people that have been broken. Most of them. Some not, but most of them have been broken. And we use our own experiences to develop these programs and curriculums. But I however, what we do, we also also do is we do a cool thing called design thinking. And I get this idea from a professor at KSU that came in and showed me this right here. Whatever program we’re building, you know, because sometimes, you know, we like to get sometimes we’ll get the ego going on. We like we know everything and we get to we get at the conference table, we build these curriculums. But what I found out, design thinking says that the population that you’re trying to impact, you bring them in to help build the programs I want.

Speaker2: Now, there’s an idea. Yeah. Yeah, exactly.

Speaker3: Maybe they know a little bit better than we do, which they normally do. They’re the experts in the room. So bring them in, take suggestions. Some of them might not be good, but a lot of that stuff

Speaker2: Is because in the end, they have some authorship in the point in the plan. Right. That’s huge, right?

Speaker3: Yes. That’s that’s the that’s the main piece because it gives them a sense of empowerment. Right? Right. A value I bring value to the world. I helped build this curriculum. So now the chess is a little, you know, sticking out a little bit more.

Speaker2: Right. Right, right, right. That is fantastic. So how do you know what are what are some telltale signs that you’re really making progress and you’re having an impact? There must be some things you start to see. Oh, you know. Yeah, yeah. Joe is almost there. You know, he did this yesterday kind of thing.

Speaker3: You’ll see it in behaviors. And this is what got me to understand the kind of impact that I could have in the space of youth development. Let me give you an example. When I first started mentoring or running these programs, you know, the kids will come in and they I mean, they throw on paper everywhere. It’s chaotic. They run it around. They don’t even acknowledge you. It was it was chaos. But once I continue to keep coming and to share who I was being authentic showed them that I cared for them and then make the space fun to learn when I walk in now is. Hi, how are you doing, Mr. Green? Everybody’s quiet, so you’ll see a change in behaviors. And that’s the thing that made the hair on the back of my neck stand up. And I knew right then at that moment, oh, this is why God made me.

Speaker2: So you really do feel like this is this is this is where you belong. It’s what you’re supposed to be doing.

Speaker3: Without a doubt. Without a doubt. And for me, it’s so fulfilling because when you come to a place in your life where you understand purpose and you you understand that and you’re living in that, that’s the that’s that’s the mystery of life. You know, people search for that all the time. That’s the real true mystery of life. When you find that you unlock the mystery of life.

Speaker2: Yeah. So you’ve mentioned a couple times this this idea of consistency, which I suspect is something that maybe they have not experienced a great deal in other aspects of their lives, right? Absolutely. They haven’t seen that or people making a promise or a commitment and then fulfilling it. And if they if they see that they see that modeled, that’s that probably that probably goes a long way. Have you been at it long enough to answer this question? Some in it, maybe not. But I wonder if you’re starting to witness as as some of these young folks make the progression and they start getting some wins and they start enjoying some of the fruits of behaving in this fashion. Do any of them feel an obligation or some pride or something in leaning over and helping the next one? Mm. Is there a little bit of that internal.

Speaker3: Yes. So our program is, is designed and that’s a great question.

Speaker2: I thought it took me a while to get it out. I thought it’s fantastic.

Speaker3: It was.

Speaker2: What do you think Mike, you were in the radio business.

Speaker4: It was perfectly, perfectly phrased. I guess I’m and off

Speaker3: After you mumbled through that one for about one minute. Yeah, that was a great, great question. But our program is designed where once an individual goes through our program, then the goal is for them to come back as a alumni. I’m nice. So now if you think about it, they keep coming back as alumni and then they’ve already been through the program. They can they can they can lead. They can give suggestions. And then they become a part of this alumni group that in my mind, will just keep growing, growing and growing. And before you know it, really, the alumni group is who runs the organization.

Speaker2: I like it. I yeah. All right. So let’s switch gears a little bit, because I happen to know that another very important part of your life. And career is with this business that you run its video plug, right, that

Speaker3: That’s correct, the video.

Speaker2: All right. So tell us about the video plug mission purpose there. And if there is any to speak of any overlap like lessons you’re learning from one arena that you’re applying to the other or if. Yeah, tell us about video play.

Speaker3: So the video plug came about. We are we do all things video. The video really focuses on creating dynamic video footage, promo videos, brand message videos and testimonial videos to help grow and scale your business. And the reason I never picked up a camera until the pandemic. Wow. So so I’m not even, you know, I mean, but because that I used to sleep in the woods and had a monkey on my back, I feel like I can do and learn anything.

Speaker2: This guy does not feel pressure. Like if he’s going to do an opportunity like a big sales call, what I would I would call pressure doesn’t feel like pressure here. Like it’s just another day in the park.

Speaker3: Exactly. So what happened was during the pandemic, when everybody or most people panicked, you know, I’m a big reader researcher. I’m I don’t have postsecondary education. I dropped out of school in the 10th grade. I got my GED in prison. But, you know, I read a lot of research, a lot. And what I understand about the one percenters who own most of the wealth here in America is that when a devastation arises or occurs, they don’t panic. They look for the opportunity in the devastation.

Speaker2: Well, that’s your world. That’s probably true, right, Mike, of the people with wealth and have that track record, they find opportunity in these things, right?

Speaker4: They absolutely do. And it kind of goes back to what we talked about earlier, mindset and where you’re starting from. But absolutely.

Speaker3: Yeah, yeah. So what I did was I sat down at the table when I had a meeting with myself doing this pandemic. I said, Ron, OK, what the hell is going on here? Right. So what I did do research. I found out that a lot of people were opening up their own small business side hustle, anything they could do to start a business. But they had these subpar videos depicting what they did and to kind of promote their business. It was cell phone shot.

Speaker2: And because we all think we can use.

Speaker3: Right, right. Right, right, right, right. So I said, there it is right there. I said, you know what? I’ll I’ll be the video. I’ll build a video business. So what I did is I went to the University of YouTube, right? Yeah. Big shout out to YouTube telling

Speaker2: You that’s where all my barbecue shops have come from. Everything I know about smoking in Boston. But I’m going to

Speaker3: Youtube nominal resource use man. So I went to the university YouTube, I bought the equipment, I made an investment, and then I learned a business. And I’m still learning the business. So I’m working. I’m working on mastering the business now. So that’s how the video came to be. Man So we’re doing great work here. I stay very busy. I’m building is scaling it, but it’s just a test. This isn’t a great testament to how, no matter what circumstance, no matter what happens, definitional problem is that which can’t be solved. Right. So it’s just a mindset like my man right here. It’s all about mindset. How are we looking at it, man? And once you develop the correct mindset, you really become unstoppable.

Speaker2: So a little bit of tactical advice for people like me with a cell phone. The first piece of advice is at least reach out to have a conversation with Ron Green. But I get the sense and I really don’t know other than some brief conversations you and I have had, but my instincts tell me, you know, even if it’s the most polished video in the world and someone comes in here and does a video of me talking about mission and purpose of Cherokee Business RadioX just me talking about how great we are and throwing it on the Internet and social media, that’s that that’s not really a solid strategy. It’s it’s not it’s fun. And, you know, your mom likes it, you know. Right. Or at least my mom will still share it. Right. But but you yes. You have the the the technical expertize and you’ve learned it the hard way. But you’re you’re as much a I don’t know what you like. A strategist, a marketing strategic resources. You are a camera guy, if not more so. Right.

Speaker3: Right. So there’s a big difference between someone who just takes footage. Right. Who goes and captures footage or someone who is a video strategist. I’m a video strategist. Right. So I developed systems using videos to help grow and scale your business. So we talked earlier about promo video. Something quick should be thirty, forty five seconds. No longer than a minute. I saw one

Speaker2: This morning, our buddy John Clune and shout out shout out to John.

Speaker3: Big shout out to John Cornyn. Why it go on our Das’s website, Audacity Marketing, and listen, look at the promo video for that guy. He’s smashing watermelons in his in his video and I directed all of that. But but that’s his personality. He’s bigger than life.

Speaker2: So, like, if you did one for Mike, we probably wouldn’t have Mike Smith in order

Speaker3: Because it wouldn’t fit his

Speaker2: Brand. Have him on a horse because he plays Paul Ryan. Right. There we go.

Speaker4: I actually did a promo video at the polo field. It turned out really well. Yeah, but four or five years ago, it’s time to rewrite.

Speaker2: But you got to you got to fit. It is it’s absolutely one size fits all kind of

Speaker3: Thing, right? No, it’s not one size fits all at all. So it’s got to be a strategy. You know, people want to know who you are and then, you know, it has to match up with the video and then it’s the placement of the different videos. There’s three types of videos really to grow your business, a promo video, brand message, video and testimonial videos. They work together hand in hand to drive clients to to to your to your products and services. You just if you think you could just get one video, this is this is the most this is the biggest myth in the video world ever. If you think you could just go purchase one video and all of a sudden the falls are going to light up and you’re going to be on Forbes magazine, you’re highly mistaken. It is a strategy of different videos to help pull people and hold their hand to different places, to they ready to push the button.

Speaker2: Yeah. So where is this business headed? Are you are you in the mode of expanding that business and bringing on more clients? Or are you are you gravitating to certain industries or

Speaker3: So the goal is to go scale the business from Cherokee outward. So I want to build different stutt, have different actual brick and mortar studios where you see the name video plug, you know, you’re going to get a quality video that’s that’s really going to be dynamic. So we’re just focusing on going to scale and then we’re getting busy. Now, I have an intern working and another person with me. But, you know, we’re looking now at probably this year start to actually hire an additional staff because the work is the workflow is it’s that busy now. So so we rock and roll and baby.

Speaker2: Well, I wonder if we won’t have and we talked a little bit about this before we came on air, but I wonder if you and I might have an opportunity to collaborate in serving some clients. And I get this this phraseology, this wording from John Cloonan. I teased him the other day, I think about having some experts on a panel. So some marketing expert, I was telling someone else. So we had these marketing experts on this panel and John Clearnet.

Speaker3: But I don’t think I’ll get you for that man. John. John, get them for that man. Get them for that.

Speaker2: But the truth is, I just have all the respect in the world for his work. And he and he talked about having an integrated strategy. And I can see as we bring clients focus on the client side of our work, we’re trying to I kind of in my lane is professional services. And yeah, they can host their own radio show and use the platform to serve their ecosystem and build relationships. That’s great. But if we were to complement that with bringing someone like you in and having them do have a real an actual strategy, then I’d feel like we’re we’re we’re a long way toward that toward that integrated approach. So maybe we’ll get a chance to do some cool stuff together.

Speaker3: Absolutely. Man, if you don’t know, Stone’s got a great marketing mind and I’ve sat down talk with this guy and he’s he’s brilliant in that aspect. And that’s a real I’m not joking, guys. He really

Speaker2: Is. Well, that’s kind of been my secret sauce is I just decided to move to a community that is extremely supportive of business in general.

Speaker3: Oh, I like that. You’re right.

Speaker2: It hasn’t that been your experience?

Speaker3: Let me tell you, hands down. I’ve never been to a place or community that supports businesses like like like this community here. Never. I’ve been on the Earth 51 years now, you know, so I’ve been around a little bit.

Speaker2: You wouldn’t know it, man. You’re looking good. I appreciate the mission. But for instance, like the Woodstock business club, the the the the mindset, the ethos is it’s it’s serve first. It’s relationship oriented. It’s not quid pro quo like Mike. I’ll have you on the show and then I need you to buy. It’s not that at all. It’s and it’s just it’s a good group of people. So. Yeah. Living walking distance from Reformation Brewery, you go do that and you could just about throw a rock from my house over to the circuit and then I walk over there so. Oh, shout out to KC Sullivan. She’s going to be doing a million customer. Yeah.

Speaker3: Ad at the

Speaker2: Circus. At the surf.

Speaker3: Yeah. Yeah. I’m a show up there. I’m a big supporter of Casey man. But if I may, I want to just touch on one stop in this club. Please let me let me give a plug in to them guys, because you know what? Since I joined a few months ago. What made me join is one of the one of the people in leadership there stood up and this is what they said, they said in order really to to really be successful in this in this networking group, you should always come from a place of contribution. And when she said that, she was talking my language. So I was like, that will work. And I’ve seen that. And I display that in my own behaviors and everybody else does in the networking group. Man And I’ll tell you, I’ve gotten so much business out of that and I’ve used so much services out of there. And it’s not a competition because you have other media people in there.

Speaker2: Well, that’s another thing about this group. This is an open group. There’s other people in the video. Great video work, great video. But you guys, it’s it’s just different. I know.

Speaker3: I explain. I don’t need that. But I know they got a great, great formula over there. I will start a business club. So if you are listening to this and in the Cherokee area, you need to get over there every Thursday, every Thursday morning at eight thirty at Reformation.

Speaker2: Get there. That’s right. And if you swing back around after two, stone will be under the tree. I’m sure I’ll

Speaker4: Find you there more times than that

Speaker3: Would appear for restoration of the beer.

Speaker2: That’s right. Oh, man. I can have these conversations. I got one other quick idea and we will wrap this segment this time. But we’re going to do some more of this together and with clients and stuff. But I was thinking about you working with your kids. If and when you run across one that has a real interest in media, maybe they’re interested in what you’re doing. Maybe they’re kind of interested in broadcasting or radio. I would absolutely make this platform available. We’ll teach them how to run. The board will let them host a show. I’ll leave it to you to, you know, to to make the set the structure for it. Yeah, but just know that you’ve got this. I really my passion and I never well, I’ve slept in the woods, but, you know, hunting and fishing, you know, where we go from two very different different worlds. But I do have a genuine it’s more than a passion for young people who might be interested in business. And so if there’s anything, you know, my little circle of knowledge is pretty small, but I know some things about using these toys to help people make money. And anyway, if you if you ever think there’s an opportunity for the eight kids or some kids to come in and get a chance to, they might have fun having their own show or something. I don’t know. We’ll make

Speaker3: It happen. Man, that’s great. I appreciate that because it is so much about exposure, man. I’m telling you, it’s about exposure. Yeah, yeah. I was at Chick fil A and it was a couple of kids talking about 16 and they were going over their stocks on the on their phones and they were talking about what stock is not good. I’m serious. Right. And then, you know you know, what I did is don’t I listen to him for a second? And I had to. I had to. But and I said, excuse me, I hear you guys talking about stocks. How are you, like 16? I said, how did you even start in the financial game? They said they said, well, we just thought it was cool. And I said, what sparked that? They say, I had an uncle who is a entrepreneur. And he he he he trades all the time. That’s exposer that those kids were exposed to something and now they love it. So it’s all about exposure. So thank you

Speaker2: For the opportunity. I’m happy to do it. And they don’t have to call me Uncle Stone, but it will be kind of cool.

Speaker3: How about Grandpa Stone? My Grandpa Stone.

Speaker2: Oh, my gosh. That’s probably a little more appropriate. I’m probably.

Speaker4: All right.

Speaker2: All right. Before we wrap, let’s make sure that our listeners know how to get in contact with you, have a conversation with you or anyone on your team about either of these operations that spark or the work that you’re doing through video plug, what’s whatever you think is appropriate, email, phone, website, whatever.

Speaker3: So I think website you can give you for the video plug. Just got a website in to give you all the platforms. It’s WWE, Multimedia, Dotcom, and for my youth development organization, Operation Snatch Back is w w w dot snatch back dot net.

Speaker2: Well, it has been an absolute delight having you here in the studio and I’m quite sincere. Let’s you and I are going to be talking a lot about a lot more. Let’s find some ways to go out there and help some folks. We might make some money in the process, but hey, the more money we made, the more people we can help, the more people we help. Sometimes you can stop that flywheel if you want to it. We’re going to get some advice here from the from the money go. But, hey, can you hang out with us while we visit with our next guest?

Speaker3: Are you kidding me? The money guy? I’m going to put him on my notepad out and start taking notes on this one.

Speaker2: There you go. All right. You ready for the headliner out there? Here we go. Next up, Cherokee Business RadioX this morning. We have with us with Mike, senior advisers, the man himself, the grandpa, the guy, Mr. Mike Cena. Good morning, sir.

Speaker4: Very good morning to you. What a pleasure to follow that act. Jump, Jimmy, go. And a number of different directions. One of the. I do want to touch on again, it’s to me this vibe in this youthful energy in the city of Woodstock in Cherokee County, it is such a neat place and I’m thrilled to be a part of.

Speaker2: So I’m sorry you had to follow that act. I mean, we know it’s been a lot of fun, a little fun already. And of course, we learned a really exciting story. But I like to ask people about their back story. And I do have to wonder, how in the world do you do you land in a role like this, a professional financial planner and in your case, the only which we’ll talk about here in a few moments. But, yeah, what’s the back story? Tell us about the winding road to get to here.

Speaker4: Well, I tell you, it is a winding road. I was fired from my first two corporate jobs.

Speaker2: Oh, my.

Speaker4: I’ve been on my own ever since. Now, my longest tenure was in the IT business. I owned the night company here in Atlanta and we were primarily based in North Georgia, in central Florida. The short version is I just wasn’t having fun anymore after about 15 or so years and I started thinking about something I could do that I would have fun at and help people. Now I’m your traditional left brain introvert. I’m a business guy. And I landed on to this notion of fee only financial planning. And I will tell you this. I make money managing money, but the value I bring and the fun I have is in the planning. And that’s kind of a squishy, nebulous. You really don’t know it. It’s different for different people. You know, it occurs at different times. But I’ve just had a blast with it. And oddly enough, back around 2002 or so, I went to talk to a family friend of mine who’s got a family practice down in Buckhead, Georgia, Atlanta. And he was very gracious. He took me through his back office and all of the trading stuff and. It’s been about four or five hours with them, and on the way out, he put his hand on my shoulder and he says, Mike, you’ve really got a good thing where you’re at. You need to find a way to make it work. You don’t want to get into this business. And I was like, you know, waving the proverbial red flag at me here, hold my beer and I’ll show you. But I got to tell you, I started this in 2008. The economy slid into the abyss. I went through a very difficult war

Speaker2: Sordidness

Speaker4: To Tanzini. It was a brand new business. Yeah, yeah. It’s been an education.

Speaker2: I’ll bet it has. So the type of person and I know those of us with small, medium sized businesses, we’re often tempted to take business wherever we can get it right. And in most cases, maybe this is the case for you. There are some clients who are just more of a hand in glove fit for your style, your approach. Has that been your experience? And if so, what does that person or couple or family look like?

Speaker4: That’s a really great question. I’m still trying to figure that out, but what I can come down with is the people that I work with now. There is an emotional and intellectual connection. Now I work with primarily people in their middle 40s to. Middle 70s. I have a lot more fun with younger people. I’ve got time I have a chance to actually make a big difference in their lives. Sometimes when somebody comes to me and they’re 65 and they’re approaching retirement, there’s not a lot I can do. There’s not much time to actually implement small technical things that will add up over a long period of time. But I just I have so much fun working with people and getting to know people. And I think one of the big AHA’s for me. Is it’s never about me, it’s about them, and I think the greatest lesson I’ve learned and probably wrong for you and in your kids is this ability, this art of listening. Hmm. Emptying your mind and being genuinely curious and listening to people. And they know when you’re listening, it makes a huge difference. And I I’ll raise my hand. I wish I to learn this. 15 years ago when I had a teenager, I think our relationship would be a little different than it is now, although he’s doing fine. I’m doing fine. But this whole notion of active listening and I speak in public, various venues and stuff. One of the talks I gave was about how to listen. And I just I encourage people to zip it.

Speaker4: Just keep your mouth closed and listen and people will. It’s amazing what they’ll tell you. If you let them know and that’s how you really get to know people and you know, this goes really kind of deep, but. Money is very emotional, it’s very deep. Most people would rather get naked than talk about their money. I mean, really get down to what’s driving money. And when I was on the radio a few years ago, WSP lady I was on the radio with, we had terrific chemistry and she introduced me to this notion. I never really thought about it quite this way before, but there’s a lot of shame that people carry with them regarding money. We’ve all made mistakes. We have pretty much everybody has been screwed by an adviser at some point in time. That’s really the reason I got into this business, is so many of my friends, my coworkers, my neighbors, they were being sold products in transactions that benefited the seller much more than my friends, neighbors and coworkers. And I just thought there had to be a better way. I really set out to fundamentally change the nature of financial services and try to educate people as to what is going on. I’d love to tell the story that Wall Street it’s a manufacturing business. It’s no different from General Motors, Dupont, Johnson and Johnson. They manufacture financial products to sell. Hmm. And there is a home for most every product, but probably not your home.

Speaker2: Ok, but

Speaker4: There’s a home for it. I mean, these are smart people and there’s you can get really, again, deep in the weeds with this stuff. But I just try to get people to keep it simple and understand what’s really driving them and their life. And from there, if you’ve got a good understanding of the priorities in your life, most everything else will fall into place.

Speaker2: So how does the hole. Well, let me back up. I was going to I’m going to ask how the whole sales and marketing thing works for a guy like you. But before we before we even go to to that, I have to believe the level of trust that I mean, you have to have some trust. If you’re going to come into my shop and be on my show like I’m not going to ask you, you know, stupid questions and I’m not going to make you look dumb, you know, but the trust that one must have to have to even have a conversation with you about their money, much less take your counsel of what to do with their their money. So, yeah, the whole sales and marketing thing. To me, what you do looks like it would be a heck of a lot harder to sell. That’s what I

Speaker3: Said. I said that’s a great point. Yeah, that’s a great point.

Speaker4: Well, I got to tell you, and part of I don’t want to phrase this so much of Wall Street, so much of financial service is selling oriented. And I’ve written about this and I’ve spoken about this. There are some people remarkably charismatic that have a beautiful white smile. And they look, you’re right in the eye and they know what to say. I don’t want to use the word manipulate, but there’s oh, I’ll go back to a lot of people have been sold bad stuff. So the whole nature of financial services is based on sales. That is not how my practice is set up. And I’m going to go to the video thing. I started doing videos a few years ago. I had a guy that helped me with them and over time it started to deliver an authentic brand the people became comfortable with. And I raised my hand. When the pandemic started, my access to this guy was gone and I was like, what am I going to do now? And I finally I did the dreaded iPhone thing in my kitchen and I just started doing minute to minute and a half, two minute short videos on different topics that I think resonate with people. And the phone’s been ringing and it’s consistency is key.

Speaker4: And you have to have an authentic message. And there is there’s a good fat client for me. I’ve learned to recognize that over the years. And I’m not for everybody and everybody’s not for me. But I have a pretty unique in boutique type practice where I help people with a number of situations in the life. And I’ll tell a story. This is going to. I have a client. It’s in South Carolina whose wife? Developed cancer. I was the first person he called me and it really touched me. He’s got a brother, but he says you’re the closest thing to a brother I have now. I’ve been working with this guy for about four years. And that’s the kind of relationship that I have with my clients. And I help them with any number of things beyond just money. And to me, money is a tool, but we’re only here for so long. And, you know, I practice a lot, try to teach people to make the most of what they have and live in the present and do not be so focused on the future in what I call the number that you miss, what’s happening right here in front of you.

Speaker2: So this term, we’ve mentioned it a couple times, fee only, what exactly does that mean and why why did you go that route?

Speaker4: Well, I just fly. So everybody said nobody knows that there’s so much jargon in my my business, but fee only.

Speaker3: Yeah. When I first heard you guys were feeling it, I just was like, OK, I’m not going to ask what that is going to feel.

Speaker4: It means I don’t make any money from the sale of a product or a transaction. I don’t sell insurance, I don’t sell securities. And I take it even a step further. Most people even fee only financial planners. They get a percentage of assets under management, typically around one percent. It the relationship I have with my clients, it’s a flat fee, annual retainer. I don’t manage money. I hope people manage their net worth and it’s eminently transparent. We have a good understanding of what’s taking place and how the transaction and the relationship develops. You’d be amazed how many of my brother that sell insurance and they’ll have a conversation with their client in the client. Well, how much is it going to cost? It’s not costing you a thing. You’d be amazed how many people that work with primarily insurance. People have no idea what they’re paying. And I don’t object to how a man earns a living or a woman earns a living. I just object when there’s no transparency in the commissions on these life insurance and variable annuity products is substantial and they’re very complicated now saying I don’t sell insurance. It doesn’t mean I don’t advise on it and it doesn’t mean that I don’t encourage it when it’s appropriate. But I’ve tried to set up a practice that is objective and focuses more on what’s best for you, not what’s best for me.

Speaker2: So do you find yourself working with couples? You probably do, right? Married people? Well, you know, you just mentioned because of the gentleman. So when don’t you have to be like part couple’s therapist early?

Speaker4: You had no idea how long. This has been an educational journey in almost every case, even on my marriage, money was a big deal.

Speaker2: Yeah, but I bet it is. And most

Speaker3: Right. It isn’t mine.

Speaker4: It is. And, you know, trying to navigate that again, I try to take the approach. The first thing I generally try and do is get people to write down and understand what the priorities are in their individual lives and when there’s commonality that helps. Once we get to that point, then we can start talking about the basics of money and I. The two most dreaded words in my English language is budget and behavior that just sends people to the moon. Hmm. I don’t like to use the word budget and I hardly ever use budgets. I try to get people to figure out what’s important in the budget will fall into place. And to a degree, the other thing I try to get married couples to agree on is it’s our money. Yeah, and I have a relatively new client I’ve been working with for about a year and get kind of get back to this therapy thing, my objective with them is just to get them to sit and talk once a month for 30 minutes about money. And they don’t they have a hard time with that and it kind of goes back to this notion of learning how to listen,

Speaker2: More

Speaker4: People know how to listen. People engage with a little compassion and have some understanding. I tell you, I had a very deep conversation. I call meaningful conversation with my son. It’s the beginning of this year. I really had no idea what he had in mind, but it was kind of a. What a terrible dad I had been, and we I just let him go on for about an hour and then we talked for another two or three hours after that. And I explained my life, my upbringing and how I like to figure out things on my own and how the last person on the planet I wanted to get advice from was my dad. It just having that conversation with respecting each other’s values and positions, it just goes a long way towards increasing enhancing marital harmony.

Speaker2: Well, no little listening to communication, if you could, both partners on the same page in general and recognizing and acknowledging and being OK with the differences even. I mean, I suspect that could mean a lot of more zeros at the end of the day. Right? At least a lot more. Just what was harmony somebody said earlier? Right.

Speaker4: I get that. And yes, you’re right. It does go hand in hand. But there was I’m part of this nationwide peer to peer. Kind of mentoring group of financial advisers, and we have these calls a couple of times a month and one guy put it, it was beautiful, I know I’ll mess it up, but it’s not so much return on investment, but return on life. And I’m more focused on helping people make the most of what they have. And one of the things I have learned as well is it’s amazing how little I need financially to be happy. Now I have my own financial goals. I’ve got my dream of, you know, boating up the intercoastal under the Hudson River on this really nice 55 foot Flemyng motor yacht. That may or may not happen. But I can tell you I’m going to have a great life whether it happens or not. And I will find some way or another to go boating up the Hudson River. That’s one of my thanks. And we’re trying to just get people to shed the layers of emotion and shame and fear and whatever else might be driving them to understand what’s good, what’s working, and try to stay focused on what is working rather than focusing on what’s not. I could tell you every time when I get in trouble and I call it, you know, crossing the trouble line is when I started thinking about what is missing in my life, I mean, I can get pretty deep here, but it’s.

Speaker4: I just try to get people to focus on what’s good, what’s work and make the most of what they have. So I wrote a book a few years ago called Raise Your Hand if you’ve ever done something stupid with money. So we all can write. I want to redo the book and I want to cross out Stupe. I didn’t write human above it because that’s the essence. We’re all human. We’re fallible. We make mistakes. We make poor judgments. There was a book I read by a guy named Morgan Housel, The Psychology of Money, and it really made the circuit in the financial planning arena. And one of the points he made, it really hit me like the frying pan in the face is in the moment. Whatever decision we’re making seems appropriate. Yeah, and, you know, that just really kind of struck me as like, well, duh. I never thought about it that way. One of the other things that financial planners, financial advisers in general do is, I mean, Goodwins, to a degree, will kind of sit on their shoulder like a little angel or devil. Depending on your point of view, people will make better financial choices if they know somebody is paying attention.

Speaker2: Huh? So we want to hear more about the about the book, and I know you’re a speaker as well. I want to ask about that before we wrap. But back to the sales and marketing thing. A guy like you, you I suspect you don’t pick up the phone and you’re running an ad. I mean, it’s got to be is it all referral relationship? How does it work for a guy like you?

Speaker4: It comes in so many different places and you never know where a little seed will be planted and grow. I can tell you I’ve done my share of cold calling. This is a fun story that you both might enjoy when my son was born, but got this four foot tall. It’s a boy thing. Well, I sat in a chair across from my desk and I drew a face on it. So I had something to talk to when I’m making cold calls.

Speaker2: So here’s the cold call people out of the blue with the idea that you would land some number of them as clients.

Speaker4: Just start a conversation, right? Yes. And I wow, I never really did. But it starts a conversation and it’s I think every financial adviser goes through a period of that of trying to find what works for them and what doesn’t. And it’s like Ron was saying before, it’s a consistency and it’s a process. And it’s not just one thing. There is no just one thing, it’s something that evolves over time, and a lot of it is speaking, I rarely speak about money per say, Roth IRA or a traditional IRA or SEP or college funding, this kind of stuff. I tend to speak about more life issues and that tends to attract interest. And it just leads to another conversation.

Speaker3: I love I love the idea of cold calling because it’s the toughest form in attempting to gain a client and but it but in the process, in my opinion, tell me if I’m wrong here in the process, it really it really fortifies you and makes you better at what you do.

Speaker4: It does, and I’m not saying we all hate rejection, I hate rejection, but you’ve got to get over it. And one of the other things that it forces you to do, and I likened it, it’s just training. It forces your brain to think and listen. And it’s amazing what you can pick up over the phone. It is amazing if you’re paying attention and listening. Emotion comes through the phone that you wouldn’t ordinarily get even on an in-person meeting. And I’ve learned to be much more comfortable on the phone by forcing myself to do this in, you know, some days I only make five calls. This is my objective today. I got to make five calls. These are the people I’m going to call. I learned some techniques to kind of smooth the introduction. Sounds like a catch at a bad time. Most of the time they’ll say no and we’ll go on. And I have found that abject honesty works best. I’m probably the last person you want to talk to right now. But could I take 60 seconds of your time? Just let me tell you how I help. And if we want to continue the conversation as smooth, that’s fine. And if not another time, perhaps

Speaker3: That’s why I’m taking notes of. That’s smooth. That’s that’s moving

Speaker2: Well. So a guy like me who is like scared to death of cold calling, like you feel no pressure, I think take right for it. But it does, I would think, help you crystallize your own thinking in your own messaging, makes you a better listener, which is kind of been a theme of this whole conversation. So where all have you had an opportunity to do the speaking? Because because one of those places is 10x right?

Speaker4: Well, I actually did not speak at 10X, but getting back to the city of Woodstock, a very good friend of mine, Steve Monohan, Fortune 100 executive and I, we have been friends for a number of years. He’s been a mentor to me, just a terrific, terrific friend. And we were wanting to do something in the city of Woodstock. And Steve actually went to Ted Dotcom, downloaded the license application. We filled it out. Our objective was to. Tap into the vibe of the city of Woodstock to help promote the city of Woodstock in Cherokee County. We have a marvelous community. There’s some great speakers, there are some awesome stories. And we put together this text Dupri Park event that unfortunately got canceled due to covid last year. We’re going to hold our in-person speaking event at Madde Life Stage in Studios’, which is a terrific venue, the levees Mike Levy and drawing a blank on his wife’s name. Just what what a great story. Terrific people. They have an awesome venue where we’re going to have some networking events at Elm Street, the local theater, Alma Coffee. We had our inaugural networking event at Aleinikoff to kick things off, and we ended up doing a virtual online event in December instead of the in-person event in May. And we are looking at doing a 10, 20, 21. So we’ll see how that develops. Oh, I

Speaker2: Hope that comes down.

Speaker3: I do too. I’d like to know more about that if that materializes.

Speaker4: And I just wanted to be the emcee. I will tell you, I have learned over the years I love emceeing events. It just seems to be a natural for me and maybe someday I’ll be a speaker. But I love him seeing events. And I’ve done a few several nonprofit events for AMC and I’ve done speaking at different networking events. I’ve done a few my own webinar type things in. My claim to fame is Toastmasters, which is probably the best known secret or unknown secret to a lot of folks, but my first Toastmasters experience never happened. Because I was too afraid to walk through the door and so many people are so terrified of public speaking. And I got to tell you, Toastmasters has a process that gets you to a level of competency. And then going back to what you talked about earlier mindset. I wrote a book called Mindset that talked about the difference between what they call a fixed mindset and a growth mindset that got me over the hump. To where I actually had fun speaking, and I will tell you, it doesn’t matter what you’re talking about. If the speaker is having fun, chances are the audience is going to have fun and be receptive.

Speaker2: So before we wrap, I want I want to dove into this book a little bit, what did it come together? Easy for you, because it was just like just burning, you know, just burning on your brain. Or did you really struggle trying to get this thing together? What was that

Speaker4: Like? I struggled. You have no idea. And I tell you, I had it written for probably three months and I couldn’t actually kind of like walking through that door. Toastmasters, once you publish a book,

Speaker2: You’re out there.

Speaker4: Maybe it’s out there in the domain and your heart and soul and your life is out there for everybody to judge. Yeah, it was very scary. And I finally pulled the trigger and I got a very good reception from that. I didn’t really use it particularly to make money, but I wanted to introduce the subject of financial planning in somewhat of a more fun way. And it’s just it’s 48 little two to three page stories. In fact, I shouldn’t even tell this story, but.

Speaker2: But we will. I will.

Speaker4: So a friend of mine sales guy Dan Jordan by the deejay, he is a great sales guy and a great mentor, a good friend of mine. He and I were having a meeting and I’m talking about the book. And part of my idea was I’ll give you the book for free if you write a review on Amazon.

Speaker3: For me, that’s a nice trade off.

Speaker4: So we’re talking about it. And I just kind of said, you know what, it’s a great bathroom book. I say, you can just pick up and start reading. It’s two or three pages each little story. Well, that was his Amazon review. It’s a great bathroom. Oh, thanks, Dad. I really appreciate that.

Speaker3: One of the nerve of Dan.

Speaker4: So anyway, it was a lot of fun. And I got another book in me. It’s been in the drawer. I keep pulling it out from time to time. But basically it’s the working title is The One Percent and can I join? And it’s more of a work workbook mindset stuff, stories of people that have overcome adversity. And I tell you, going back to what Ron said, what you’ve talked about, Stone, is human beings are infinitely adaptable. If you’re open to being adaptable and it all goes back again to this mindset business and there’s a mindset of abundance in America and on planet Earth, it’s just amazing what people can do. And sometimes they just need a little direction. Yeah, I try to reframe the budget and behavior words on a different format so that people actually embrace. Those concepts and use them to their advantage and build wealth over time.

Speaker2: Yeah, for what it’s worth, that’s really what I and my colleagues want to do with this platform is perpetuate that that serve first abundance kind of mindset. The I have these folks I call community impact partners. Right. Like Harry and Leticia Overhead Alman innovation, smart folks here. And that’s what I’m aspiring to that as well as to. Is there anything we can do to use this platform to perpetuate that? Because you do see some marvelous outcomes when you when you hang out with people like that and you get two or three and put their heads together, that’s when it’s really fun.

Speaker4: You know, a great point community. I would never have been able to do this on my own. And there’s a wonderful community here in Cherokee County and North Fulton County. I really love the Atlanta area. I think it’s a vibrant and dynamic area with fabulous people. And community has been what’s helped me more than anything. And I’ll go back to my Toastmasters experience, which taught me how to tell a story, which taught me how to write a story, which taught me how to publish a book, which taught me how to have fun speaking, which taught me how to lead meetings and help set me up for being able to produce the texts that we pulled off last year. It was a phenomenal experience and I the last thing I’ll say about it, I met people. That I would have never met in any other format in any other way, people far more pedigreed and knowledgeable and interesting than me, it was just it was almost it was a wonderful stone.

Speaker3: Was there, you

Speaker2: Know, stop. I don’t know about it,

Speaker4: But I worked for Steve Monahan. Carr used to be a force in Cherokee County. She’s now down in Orlando. She was our CEO and our speaker curator. She and I emceed the event. Jenas, got a platform video, rock stars. If you want to learn how to make money with your videos, check out video rock stars and Jannika, just a fabulous, fabulous person who I learned so much from and continue to learn from.

Speaker2: That’s a nice plug. I’ll send her an invoice. I know you’ve mentioned Gina before, and I think I shared with you that one of the other studio partners and I are launching a studio in Orlando and we’ll take all the help we can get. Again, like minded people that want to try to hold up the community. So, yeah,

Speaker4: Jane is great. And her her partner, Terry Brock, he speaks a lot on technology.

Speaker2: I feel like I know that name, Terry Brock.

Speaker4: I maybe not world famous, but he’s pretty famous speaker on the National Speakers Association. He’s terrific guy, a really insightful speaker. I try to tune in to him every time I get a chance.

Speaker2: Don’t you think there’s at least one book in Ron Green? Don’t you feel like there’s a book in here? There’s got to be, right? Oh, I

Speaker4: Absolutely. You talk about adaptability, overcoming adversity.

Speaker2: Then we’ve got we got to help you get to the nature of our help. But you got to get a book. I have to do it

Speaker4: Of human beings. All right. I’ll invite you to Cherokee Toastmasters. OK, may be a start for you. It’s the best toastmaster stop in Cherokee County, by the way. Another plug. We’re looking for an in-person venue. We’ve got a couple of

Speaker2: For the Toastmasters looking for somewhere to meet. How often do you have like Marguerita Mon’s, how’s this thing work on Tuesday and Wednesday? No. Oh, Lord Stone. I got

Speaker4: To alcohol and speaking really go hand

Speaker2: In hand. That could be a fun game after three shots. Let’s see how great, how articulate you are.

Speaker3: This is not karaoke. OK, song.

Speaker2: All right. Before we wrap here, I really do believe with all my heart you are probably the only polo player that I personally know.

Speaker4: It’s a great song. I don’t know anything that’s.

Speaker3: Don’t know. I don’t know. I don’t know

Speaker4: Anymore. And I got to tell you, we play at a farm called Shucker Farm. It’s in southeast Turkey County. The owner of the farm passed away a couple of years ago. Jack Cash and friend and neighbor of mine for many years. And he built the polo field, Jack, that a lot of things that nobody else would ever do, and it’s recreational polo. It’s Alpharetta Polo. This is not Prince Harry, although there have been some pretty famous people come up to Chuck AFIRM. We have the crown prince of Jordan. Come play polo. I’ll date myself a little bit. Stefanie Powers, you might remember

Speaker2: Stephanie

Speaker4: Came to play polo with a seat and Buddy Ibsen’s daughter

Speaker2: As Jethro’s buddy. You know,

Speaker3: I don’t know. Yeah, no, I don’t know what it is. People not

Speaker2: Not Jethro’s. It’s not just Jethro’s dad. It’s Clampitt, Mr. Clan.

Speaker4: Mr. Clampett. Or he was a he was one of the originals of the The Wizard of Oz.

Speaker2: That’s right. Yeah.

Speaker4: And his daughter was in town for a concert at Chukka Farm and played with us the next day. So, I mean, it’s very cool. It’s a the competitiveness, the camaraderie and the notion that you’re you’re a teammate with a living being fifteen hundred pounds of horse flesh that’s galloping up and down the field and hitting a ball about the size of a baseball. I get it is adrenaline pumping and I play when I’m on the polo field. I’m not thinking about anything else. It has been my escape, particularly during covid. We have we have one hundred and thirty acres to social distance and.

Speaker3: Yeah, yeah, yeah. You good on that. You get out of

Speaker4: The polo field and it’s, it’s a wonderful, wonderful sport.

Speaker2: So for those of us who may not have your horse back skills, can we go and watch and have a Bloody Mary or how’s that work or.

Speaker4: Yes, you can come watch. I’ll tell you, Apollo was not what it was a whole series of events. There was a handful of us playing polo. I tell you, if you want to watch really good polo, there’s Atlanta Polo Club that’s down in Vinings. It’s across the river from Love It and drawing a blank on her name on a fourth line kind of runs things, but he’s got another lady. Who’s he began to follow down in the south side of Atlanta, and that is some pretty good polo. And one of the things I’ll tell you, a polo field. Is ginormous. You can almost see the curvature of the Earth. It is the equivalent of nine football fields.

Speaker3: Well said. Well said

Speaker2: It. So it’s like three by three football field. Yeah. Yeah.

Speaker4: So anyway, they’ll start there starting up the middle of this month or September, IATA fall polo was the best time to watch Polo because the horse has been going all summer and the weather’s moderating. I’ll try to keep you guys up to speed. It came down to to Vinings and watch some pretty good polo.

Speaker2: Now, that would be fun. I was yeah. It’s so far removed from my world in my to imagine from yours, too. I mean,

Speaker3: There’s not a lot of black guys playing polo. I mean,

Speaker4: You’d be surprised we got a guy, Miguel Wilson. Well, you ought to connect with him. He’s in the fashion business and he has a nonprofit that focuses on helping at risk youth. And he has a polo scholarship where he gets young black kids out of the inner city on a horse.

Speaker3: I love it.

Speaker4: And teaching them about Polo and Miguel’s pretty good polo player. He is a great guy. And I tell you, you talk about. Somebody that understands publicity, yeah, he is, he’s got a cameraman wherever he goes. I have learned I’ve learned a lot from Miguel. He’s a terrific guy now. That’s awesome. I’ve really enjoyed getting to know him. And he’s got an event coming up. I don’t know if it’s an Atlanta polo or not, but he has an annual event that he raises money for his nonprofit. Last year, you may recall, we had somewhat of a flood and I don’t know if it’s spring or fall, but it kind of rained out his event. It was unfortunate. But Miguel Wilson

Speaker3: Might want to connect. Yeah, yeah. Connect me. Me. Absolutely.

Speaker4: It’s a super neat guy.

Speaker2: And you think there might be like a fundraiser where we really could go and watch stuff and bid on? I love the fundraisers. Yeah, my dad usually centered around alcohol. Like I went to the Bourbon Gala for Enduring Hearts. I mean, I loved every minute. All right. Where can our listeners go if they’d like to reach out and get together with you and have some of these conversations and just and get a little bit of direction and counsel and most of all, a guy who will sit down and listen.

Speaker4: Well, thank you. Best way to reach me is Mike at Mike Seina. S e in a advisors dot com. That’s advice ogress. Mike S. advisers dot come and go to the website, you get a little feel for what we’re trying to accomplish and it’s been great fun.

Speaker2: Well, this has been a great deal of fun for me. Very informative. Also, if you just if you’re having trouble reaching Mike, which I don’t think you will, if you just walk up and down Main Street, you bump into it because I see you two or three times a week. And if you mention to me, I will share this with you, and this is this has been my experience already. If you share with Mike like I have, hey, I’m looking for this. I need this deal. I mean, it’s like he he he just gets his job this week. I’m like, go. No, no, that’s he’s that guy that’s good and genuinely listens to what it is you’re trying to accomplish. And if he can, he will he will help you. It’s just it’s such a pleasure to have you both in the in the studio today. So thank you both. And let’s don’t make this a one and only thing. Let’s let’s circle back from time to time. I know you and have got some designs on doing some stuff, collaborating together, Ron. And I don’t know, might maybe, you know, find an excuse to to hang out bourbon.

Speaker3: Bourbon. Yeah, well,

Speaker2: We’ll have to mix in a Business RadioX bourbon. Thanks. I go sleep. All right. Until next time. This is Stone Payton for our guest today, Ron Green and Mike Seina and everyone here at the Business RadioX family saying we’ll see you next time on Cherokee Business Radio.

Tagged With: Mike Sena Advisors, Operation Snatch Back

Paula Shepherd With The Courage Blueprint

August 3, 2021 by Jacob Lapera

PaulaShepherd
Coach The Coach
Paula Shepherd With The Courage Blueprint
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PaulaShepherdPaula Shepherd is an ICF certified and credentialed Business Confidence Coach & Brand Voice Strategist, certified Tiny Habits Coach, Certified Program Management Professional, and host of The Confidence Sessions Podcast. She helps visionary entrepreneurs increase their confidence and their business’ bottom line by using the power of the voice to stand out as the go-to expert.

Paula spent 20 years in Corporate America before leaving a six-figure management position to pursue her mission of creating the company she always wanted to work for. She built a 6 figure business in her first 9 months and has helped over 60 people start or reinvigorate their businesses through her signature system, The Courage Blueprint®.

Paula has been featured in the online publication, VoyageAustin Magazine and been a guest on numerous podcasts. She lives in Austin, Texas with her husband and 4 children.

Connect with Paula on Facebook, and LinkedIn.

What You’ll Learn In This Episode

  • Why staying quiet is stunting your growth
  • The importance of genuine human connection in a virtual world
  • Values-Based Leadership and reframing what is important in life, relationships, and business
  • Authentic Business Design – alignment with your strengths vs. a cookie cutter method

This transcript is machine transcribed by Sonix 

TRANSCRIPT

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

Lee Kantor: [00:00:33] Lee Kantor here, another episode of Coach the Coach Radio, and this is going to be a fun one today, we have with us Paula Shepherd with The Courage Blueprint. Welcome, Paula.

Paula Shepherd: [00:00:44] Thank you for having me. I’m really excited about being here.

Lee Kantor: [00:00:47] Well, I’m excited to learn what you’re up to. Tell us about the courage blueprint, how you serve in folks.

Paula Shepherd: [00:00:53] So the courage blueprint really started as a means of helping people to get out of their own way. After 20 years in corporate, for me it was about building a business that I always wanted to work for, and that meant not serving people on my own, but really having people and their unique talents and zone of genius coming together to create something really beautiful that inspired and helped other people to live out their dreams and their passion.

Lee Kantor: [00:01:26] So what’s your back story, you mentioned corporate, but what roles did you have in corporate?

Paula Shepherd: [00:01:32] So I spent 20 years in corporate America. I did start in non-profits and of course, I loved my job, but I didn’t make a lot of money. So I did what everybody did. Right. I, I chased the the dream of having a bigger income. And in corporate America, I eventually climbed the corporate ladder and was a corporate leader. And so I was managing other people for a Fortune 500 company in a smaller office. And it’s it wasn’t always the best environment. Right. There was a lot of toxicity and a lot of seniority and patriarchy kind of played into. That space, I was the only female manager in that location and I was only one of five females on the program that we were serving. So it was it was really difficult to feel like your voice could be heard and to also feel like there were certain standards that had to be met in order for it to be important enough for you to speak up.

Lee Kantor: [00:02:41] Now, when you were going through that, were you getting coached at that time, like we’re not coaching kind of become a threat in your career?

Paula Shepherd: [00:02:51] Yeah, so this is such a fun story and really glad that you asked, because I the first time I hired a coach, I really, honestly didn’t know what I was doing. I had gone to a networking event and it was filled with entrepreneurs. And I just looked at them with such like loving, inspiring, envious eyes because I was in corporate and I hated my job, but I couldn’t get out of it because I was literally making so much money. And as the breadwinner in my family, I couldn’t get out. I was holding the benefits. I have four kids and I just felt really trapped. So someone introduced me to a career coach. And to be quite frank with you, I thought that the career coach was going to revamp my resume and help me find another job. And what actually happened with something so much more profound during the course of our working together over a few months, she actually said, hey, I don’t normally do this, but I think that you’re a natural coach. Have you ever thought of becoming one? Well, of course, I didn’t even know what that meant. So I did what I do best and started digging into the details.

Paula Shepherd: [00:03:58] And I wound up signing up for a program and thought, of course, I need to have this coaching certification. I want to be the very best coach for my clients. And after that, I really drew a line in the sand about when I was going to be done with my job. And it was for about a year later that I had said, OK, by August 31st of twenty twenty, this was pre pandemic. Of course I’m going to leave my job and and I wound up doing it and all because I hired a coach that I thought was really actually going to do work for me. I started doing the work for myself, got my certification. I am ISEF certified and now credentialled. And in July of the beginning of July of twenty twenty in the middle of the pandemic, I left my job and I actually gave my notice in May of twenty twenty. So it was really honestly kind of an interesting story. I, I put my blinders on and realized that I was going to make this happen no matter what.

Lee Kantor: [00:04:57] Now are your clients, people like you started not have ever having a coach or maybe not really understand what a coach can and can’t do, or are they people who have had coaches that are now, you know, just trying another one?

Paula Shepherd: [00:05:12] When I first started, it was more of me educating people about what being a coach really meant. And I was bringing in some new people. Now I have people either starting businesses, people who have been in business for about a year and have made a little bit of money, but really haven’t made a ton of traction and are ready to give up. And then the third group of people that I work with are people who have worked with other coaches in particular around business and honestly felt like they were wronged or bait and switch and didn’t feel the support or that they were treated as a unique individual. So those are really kind of the three types of people that I serve right now in my business.

Lee Kantor: [00:06:00] Now, when you started, did you start out with this vision of I’m going to be in this business confidence coach, I’m going to be a brand voice strategist? Was that clear to you at the beginning or was that something that’s evolved?

Paula Shepherd: [00:06:13] It has evolved because we all kind of start out and we don’t really realize our strengths because they’re built into us. We have this unconscious expertize and we’re running on autopilot. So for me, it was about people being able to be confident enough to apply sales and marketing to their business. But more than that, it was all about emotional intelligence and helping people learn how to network with other people to build and leverage relationships not in way, but in a really genuine way. Because it came so naturally to me. I didn’t really realize that that’s what I was doing in my business. So as over time, it’s gone from really focused on helping people become more confident to this evolution in a program of really understanding who you are aligning with, that which then develops your confidence and then building your business in a way that feels really, really good to you, and then being able to shout that from the rooftops. I like to call it using your outside voice so that you can learn and grow and develop relationships with people who always have your best interests at heart.

Lee Kantor: [00:07:32] Now, do you find that people kind of forget that? I think that this is a phrase that you use, that we’re humans serving other humans, that that things aren’t as kind of black and white and just very machine like that, that we’re just human beings. Just trying to we’re all just grinding, we’re all just trying to get through the day and do the best we can, and we’re looking for other people like that to have those kind of authentic relationships to so I can learn what you need, you learn what I need, and we can see if it’s a fit and we can help each other where some people are like, well, I, I have this persona I got to get in front of and I got a machine that gets me in front of this and they look at it almost like a machine and not human beings to human beings.

Paula Shepherd: [00:08:18] Yes, and I think that kind of over the course of the last year, when a lot of people have, you know, they lost their jobs, so they were getting into online businesses. A lot of the coaching industry blew up. A lot of people were getting into coaching without even really understanding what that meant. And you had people that really didn’t have the experience coaching other people and cookie cutter ways to essentially do the same thing that they were doing. But what was happening was people were losing themselves in that because it became about making more money and not about their vision, their purpose, their mission and why they were doing it in the first place. So people that wanted an online business so they could then have more freedom to spend time with their family. Actually, we’re now spending less time with their family and feeling much more disconnected from themselves. I do think that there’s a little bit of a shift right now happening happening in the industry. But I also do feel like so many people have been in really unfortunate situations with these programs that have promised things that really were never in alignment with them or sold them into things using thing, you know, psychological manipulation and didn’t really treat them as human, that there’s a lot of concern when people are now when they come to me or when they go to other coaches about whether or not they are going to have success. Right. And so the leaning in on the relationships and helping people really see and serving them in a way that makes them feel. And not in a manipulative way, but makes them feel like the person that they are is incredibly important, it is to me and to the people that I surround myself with as well.

Lee Kantor: [00:10:10] Now, is that something that you have to work with your clients on, really maybe identifying what their superpowers are, trusting those superpowers and building their service or business around those superpowers rather than kind of pushing them away or ignoring them and focusing on other things that they think are more business friendly or more relevant to business?

Paula Shepherd: [00:10:37] Yeah, I think there’s there’s a little bit of of both in there. Right. Because as a coach, it’s not my job to tell someone what to do. It’s my job to ask them pointed questions to help them come to their own conclusion. So I take a holistic point of view and I really do look at the whole person. And if they have an idea, I want them to really look at it and and decide if that’s really what they want to do or if they’re doing it because they’ve consumed something either on social media and an article that has made them question the way they’re going about their business. Maybe they think that it’s not going fast enough. So there’s opportunity there for them to discover more of who they are and to become really the person that they were always meant to be. And and in that is a lot of deconditioning, a lot of deconditioning where they came from. So maybe it’s, you know, things from the past. Maybe it’s, you know, that corporate mentality or that nine to five mentality and helping them to learn how to ask themselves the same questions so that when I’m not around, they’re still moving forward.

Lee Kantor: [00:11:51] So now let’s walk us through what an engagement with you or somebody on your team looks like like what is what is the pain I’m having where Paula and her team are the right solution, number one. And number two, once we have a conversation or decide this is a good fit, what what is some of the things that you ask your clients to do? What some of the homework or some of the kind of the early interactions look like?

Paula Shepherd: [00:12:16] Yeah, OK. So the first thing that that we do and we really identify because when we’re when we’re talking to people, we’re really pre qualifying them. Right. This isn’t about selling them on our service. This is about making sure that they’re right, because we have a very curated community. We’re serving less people in a more meaningful way. And and so what I want to do is find out what’s been stopping them from starting in the first place or what’s been stopping them from showing up as themselves. Most of the people that we work with are really nervous about putting themselves out there, about being the face, about taking up space. And those are the people we want to work with. But they also have to be ready and willing to identify who they are and start to take really uncomfortable steps forward, not jumping in a cesspool full of snakes. But, you know, finding what’s that one thing, if they don’t want to if they don’t want to do video on social media, are they more comfortable being a guest on podcasts? Are they more comfortable sharing their voice in another way? And what is their message? So the people that we’re working with are really not comfortable being in the spotlight, not comfortable taking up space, don’t see themselves as the expert, and it’s about digging out those stories for them. I think the second part of your question remind me what that was, because now I’ve gone off on a tangent here.

Lee Kantor: [00:13:51] Well, once the I’m just trying to get a feel for when someone when you and the and the prospect say, you know what, this is a good fit. I’m trying to get give them a taste of what it’s like to work with you. And it sounds like it’s very interactive, collaborative. And you’re looking you’re not looking to sell anybody anything, really. You’re just trying to find out if it’s a good fit or not.

Paula Shepherd: [00:14:14] Yeah, that’s the first step. And then once they are in our program, so we have one signature program, Elevated Voices Academy, and it’s a six month engagement. It is a high value hybrid. So it is a combination of both one on one experience with myself and support coaches and then also. Some group community engagement, so there’s, you know, office hours for them to come to you and really get to integrate. We also have a private community completely off of social media for them to collaborate and get accountability and really share and learn how to step into their own power and their confidence in a space that feels safe at first. And so it’s very highly curated. For that reason. We want to make sure we have the right fit and people and we’re only bringing in five people every single month. We don’t take any more than that because we care very deeply about developing a relationship and not kind of grinding people through the machine. It is a very bespoke process. So it’s all about identifying who you are. It’s a five step process. We go through five voices, it’s inside voice, passive voice, active voice, conversational voice and outside voice. And there’s a variety of different things that happen through there. But it all starts with self discovery and really understanding, believing who you are and and being able to describe yourself in a way that’s not a role or a way that you care for someone else. And so hopefully that answers your question. But it is such a personal journey for so many people, depending on where they’re starting and honestly, their mindset as they’re beginning the process.

Lee Kantor: [00:16:07] And so the service is kind of a group coaching service. It’s not like one on one with you, but

Paula Shepherd: [00:16:13] It’s yes, it is. It’s it’s a it’s a hybrid one on one and group. So there’s opportunity to have both one on one’s with myself. There’s one on one call with my human design expert and alignment coach. And then we also have a copywriter that is on our team who provides feedback so that when people are writing in their own voice that they can just get better at doing that. So we have a variety of team members to support because again, like going back to the whole courage blueprint concept is I want it to build a business that was the business I always wanted to work for, which was allowing other people to shine in the talents that they have and helping people to learn how to do things without leaning into a template.

Lee Kantor: [00:17:05] And if somebody wanted to learn more about the program, what’s the website?

Paula Shepherd: [00:17:09] Yeah, so you would just go to theCourageBlueprint.com and click on work with me. All the information is there to to learn more about the program, to be able to connect with us and to check out options to be able to enroll.

Lee Kantor: [00:17:26] And it’s the word that is at the beginning of that, right? It’s the career blueprint. Dotcom.

Paula Shepherd: [00:17:31] That is correct.

Lee Kantor: [00:17:32] And then your podcast.

Paula Shepherd: [00:17:35] Yeah. So my podcast is available on Spotify, Apple podcast, Amazon, anywhere that podcast can be found. And it’s called The Confidence Sessions. And I have both solo episodes that are bite size, easy to digest and also amazing guests to help people do anything from learn how to start running ads to creating amazing copy to building relationships.

Lee Kantor: [00:18:07] Good stuff. Well, congratulations on all the success, Paula. Thank you so much for sharing your story.

Paula Shepherd: [00:18:13] Absolutely. Thank you for the opportunity.

Lee Kantor: [00:18:15] All right. This is Lee Kantor. We will see you Next time on Coach the Coach Radio.

 

Tagged With: Paula Shepherd, The Courage Blueprint

Keil Zepernick with ProLift Garage Doors and Renew Crew

August 2, 2021 by angishields

ProLift-Garage-Doors
Franchise Marketing Radio
Keil Zepernick with ProLift Garage Doors and Renew Crew
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Brought To You By SeoSamba . . . Comprehensive, High Performing Marketing Solutions For Mature And Emerging Franchise Brands . . . To Supercharge Your Franchise Marketing, Go To seosamba.com.

Keil-Zepernick-ProLIft-Garage-DoorsKeil Zepernick has played a stunt double in best-loved action movies like The Avengers, Venom and John Wick. When the pandemic hit, he knew he needed to pivot to find a new way to provide for his family.

That’s when a franchise coach introduced him to more sustainable career options: ProLift Garage Doors and Renew Crew, two outdoor home service franchises that operate under parent company Premium Service Brands.

Zepernick’s eco-friendly power washing franchise Renew Crew opened in April and services the Clermont, Lakeland and Celebration areas. His garage installation and maintenance franchise, ProLift, hasn’t opened yet, but will service the same areas.

Since the year round warm climate ensures the community spends a majority of their time outdoors, both of these outdoor brands are absolute necessities in Central Florida.

Follow ProLift Garage Doors on Facebook.

This transcript is machine transcribed by Sonix 

TRANSCRIPT

Intro: Welcome to Franchise Marketing Radio, brought to you by SEOSamba. Comprehensive high performing marketing solutions for mature and emerging franchise brands. To supercharge your franchise marketing, go to seosamba.com. That’s seosamba.com.

Lee Kantor: Lee Kantor here, another episode of Franchise Marketing Radio, and this is going to be a fun one today, we have with us Keil Zepernick with ProLift Garage Doors and Renew Crew. Welcome, Keil.

Keil Zepernick: Thanks so much for having me.

Lee Kantor: Well, before we get too far into things, before we started, you mentioned that you started out with renewed crew and then have just recently expanded into ProLift Garage Doors. So let’s talk about that journey. Tell us about Renew Crew and what attracted you to that franchise.

Keil Zepernick: Yeah, actually, when the pandemic hit, I just kind of looked around. My wife looked at me and we have four kids and she’s just like, what are you going to do now? And honestly, I just looked back and I was like, I have no idea. I was not prepared for something like this. And and I started trying to look around to see what was what’s something that we needed during the pandemic. And I was trying to just forge ahead and just think, man, what what is something that that I can do? What is something that I can invest in? What is something that we need in this time? And and that’s when I ended up finding these two companies, the garage doors, pro Lyft and Renuka, the pressure Washington.

Lee Kantor: So and then tell you, you had a career obviously before this, and it was something that the pandemic disrupted your work.

Keil Zepernick: Yeah, I have. The last 12 years I’ve been in the film industry doing stunts and acting, and I’ve also done some stunt coordinator for TV and film.

Lee Kantor: So I guess the pandemic happened and then everything is just kind of on hold. And then I guess the glamorous show business life, what they don’t tell you is that when they’re not working, they’re not getting paid, right?

Keil Zepernick: Yeah, yeah. Super glamorous, right. I was actually up in New York in March of I guess it’s two years when everything happened. And so they gave me a phone call. I was about 11 thirty at night. They said, you need to get out there, shut down the city. And and that was that was the start of it for me and just got my first flight out and and then everything just kind of changed, didn’t know what was going to be what was going to be like. You know, what we’re filming is going to be like what was anywhere on set going to be like if we were going to do more stuff, it was going to be smaller contact context and especially doing something like stunts and fighting. It was definitely a chance that there was going to be less and less of that where you’re actually touching other people and getting in their face.

Lee Kantor: So now what kind of what was the light bulb that say, you know what? Out of all the infinite things I could be doing, I think I will consider buying a franchise.

Keil Zepernick: Yeah, I think that was that was definitely a crazy thing in my head, but one of the things that I always want to do is my wife and I just talked about having the ability or and not not necessarily taking stuff away or being so concerned about what we don’t have. But we always wanted to be able to provide people that that don’t have something. You know, we wanted it to just always just kind of prayed God brought on my shoulders. I can carry more for people that can’t. And we looked for opportunities to where we can start something to where we can literally just employ people and, you know, in support families. And and when I found out about premium services, more specifically pro Lyft and Renuka, I got pretty excited about just the the family nature that they had, the accountability of a franchise. And those things really excited me.

Lee Kantor: And then you’re based in central Florida, right? Yes, sir. And then so that obviously that territory was available. Correct, and then so you said, OK, I’m going to start with renewed crude, that’s that’s pressure washing, right?

Keil Zepernick: Yes, sir. Yeah, originally I wanted to start with the garage doors. And in Florida, you have to have a general contractor on your license with you because the exterior wall has to be rated for hurricanes. And because of that, I kind of switched over into the pressure washing first. Lots of ways, lots of ceiling, lots of hard water with sprinklers and other things like that in Florida. And so I was able to do this and and it’s been a pretty good fit so far.

Lee Kantor: So now, was it hard transition to go from kind of that movie set TV set world to, you know, now this is your own thing. You’re answering your own phones. You know, you’re doing all the kind of work out there. I don’t know. You probably subcontract out the the cleaning part of it. But, you know, this is your show now.

Keil Zepernick: Yeah, it’s definitely my show. And that’s that’s definitely a heavy weight that that I’m burning, I’m taking on. It’s completely different. Was it hard? It was. It’s very hard previously to you even stunts. I, I play professional sports. And so this is the first time I’m really having to sit down. I’m having to go through just my payroll and my numbers and my financial fees. And there’s just so much there’s so much that that comes out of it. But it’s everything that I’ve done up to this point has definitely prepared me for it. But it’s it’s never really an easy transition in the beginning.

Lee Kantor: And so now when you got to going, was that thrill of getting your first client? Was that like kind of. Kind of similar to how was when you were getting your first gig or the first big show you were on?

Keil Zepernick: Yeah, I think I think the first thing is always exciting. I like to joke around. I’m six foot 10 and and and so I’m pretty large and people get a little intimidated when I walk in the room. But people that know me for a while, they just feel like I have kind of shrunk and I don’t seem so big anymore. So it’s kind of like getting your first gig, getting your first job, getting the first service. You’re you’re pretty excited. But it’s also about just consistency in the long haul and and trying to provide work for my for my workers, trying to really sustain something that’s going to last. I wanted this to be a legacy for my kids. So I know that it’s exciting the beginning and I don’t want to demean that. But at the same time, I’m just like, OK, you know, it’s just another job. And I have to prepare for the next steps. Like, one of the biggest things that I’m looking at is everything with this franchise, with these franchises is what I’m doing today is affecting two weeks from now, you know, so that’s a that’s a big step for me. Just understanding that and seeing that as it’s developing.

Lee Kantor: Now, talk about once you decide that, OK, I’m going to get a franchise for, like, cause you’re narrowing down the world, right. Because you could have done anything and then you decided to franchise and then from within franchise, there’s infinite seemingly choices within that. How do you kind of keep whittling that down? It seems very overwhelming.

Keil Zepernick: Yeah, I think it is it’s kind of like you want to go with the best, not necessarily what the product is or what the service is, but the best organization. And I really feel like Premier Services has done a terrific job right now with a new crew. My coach, Ty Anderson. I mean, he’s been phenomenal and he’s there every step of the way. So they’re really working with me, going through it, their call center. The other things that that comes to that I never thought that garage doors or pressure washing was a sexy thing at all. I could tell you that, you know, I was looking to add more things that I thought that I want to even maid service. I was like, man, I’d like that because I like my my house to be clean all the time. But it was kind of more of a need. I was just thinking, man with garage doors, what’s the largest entrance into my home, you know, you know where we’re at in Florida. People are out most of the year. They’re coming in and out of the garage bicycle’s or in and out of the garage. And then I’m just thinking about pressure washing aways and other things like that. So I was just kind of looking at what is really a need in the area. And that’s what I went after.

Lee Kantor: And then so you kind of have it narrowed down to home service, like you weren’t thinking, oh, I could be you know, I could teach kids gymnastics or, you know, something that was aligned with your athletic background.

Keil Zepernick: Yeah. I mean, it’s funny that you say that because me playing being a former professional basketball player and a college high level college coach, my wife wanted me to open something that that was more doing plyometrics or focusing on like fitness.

Lee Kantor: There’s there’s a million fitness franchise.

Keil Zepernick: You know, honestly, when I was coaching, I had to do so much and I hated having to tell kids. I say kids. I mean, college students just recruiting them that they can all be a starter. Right. And you have thirteen starters. That’s not going to happen. You can only have five at a time. And and it got to the point to where you were having to compromise some of the things that you were saying to some of the people to really be successful. And that’s not where I wanted to be. And so I want to do some that was that that was, you know, reoccurring something that was non-food base because I didn’t want to deal with people necessarily getting sick. I don’t want to deal with stuff where people were going to call me all through the night. And, you know, at the end of the day, you know, it’s pressure washing. At the end of the day, it’s it’s a garage door. You know, it’s it’s not something that’s going to be too technical.

Lee Kantor: So now how far how how long have you been doing it?

Keil Zepernick: We open up our doors in May for the pressure washing and and hopefully here in the next couple of months, we will we will launch the garage doors.

Lee Kantor: So you’re pretty new at this, or is it kind of how you imagined it?

Keil Zepernick: Honestly, I didn’t know what I was, what I was imagining. I thought one would be pretty complicated and in two would be even more complicated. But I figured while I was in the midst of it, that this was the time to just kind of forge ahead. I just I really liked that the system that premier services has just everything that they’re putting together. It seems like it in mesh is all very well, from what I know. And that’s how I continue to just walk through this process. So picking a second one up in the midst of that, using the same system seemed like it was it was a good fit. And just to go all in.

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

Keil Zepernick: Any more advertisement, any more advertisement and a more detailed oriented workers, but I think that’s that’s everywhere. I mean, I have a great team. I’m excited about where we’re going. It’s just it just takes time. It just takes time.

Lee Kantor: So now do you think that your background in sports is going to help you in terms of managing your people?

Keil Zepernick: Yeah, absolutely. Understanding character, being able to look people in the eye. That was a big thing for for me. And stunts as well is with with being a stunt coordinator or doing stunts, you have to be able to look someone in the eye and trust them and trust that they’re not going to hurt someone. They’re not going to they’re not going to hurt an actor who’s being paid a million dollars to a project. So there’s a lot that has to do with that. And just being able to kind of read people’s body mind as well.

Lee Kantor: Now, how has the selling part of this been, is that an area you’re comfortable in?

Keil Zepernick: It’s all new to me, really, but but ultimately, it’s about selling something that I think that has some value. So I think that when your garage door breaks, I mean, you need to get it fixed, you know, with pressure washing. A lot of the people that were going after or the target area or the Asian communities, so or the people who are who have pavers and their driveways and they’re getting oil stains or fertilizer stains on them. And so you really want to protect and you want to protect your investment. Obviously, if you’re paying for it, it’s kind of like an insurance. You didn’t you really don’t ever want to pay for it until you need it.

Lee Kantor: So now if somebody wants to get a hold of you, what’s the best way to do that?

Keil Zepernick: One of the best ways to do that is to just go to the Renew crew, clean dotcom website and and just request service. So that will take you to a zip code to the area. Obviously, if you’re too far from me, from us, there probably be another new crew that’s closer, hopefully. But if you’re anywhere close, I will get right to me and and we could potentially service your home.

Lee Kantor: And then the premium service brands is the kind of the parent company of both of these. Do you know their website?

Keil Zepernick: I believe it is premier services.

Lee Kantor: Let’s see if I can find it. You caught me off guard. Yeah, sorry. I mean, I just wonder if there’s people out there that want to learn more. It sounds like you’re a big fan of theirs.

Keil Zepernick: I definitely am.

Lee Kantor: And then I just want to make sure that we have a way to connect folks who might be thinking about their own franchise to check them out if if that’s something that

Keil Zepernick: Its premier service brands with an S at the end. Dotcom.

Lee Kantor: Good stuff. Well, thank you so much for sharing your story today and congratulations on taking this step. I know it’s hard. I know it is new, but it’s important. Like folks like you are serving the community, like you are the kind of the unsung heroes. You’re kind of grinding out there doing the work that needs to be done. And I think it’s important to appreciate and celebrate what you’re doing. So thank you.

Keil Zepernick: Thank you so much for having me. And one last thing I have to I’m not I’m not getting paid by them. But one of the things is kind of saved me, I think is a book called Profits First. And that’s been a huge help to me to just make sure that I’m not spending money that I don’t have as a kind of get lost in some of the bills. But but that’s been a huge help. But but thank you so much for your help. I appreciate it. Thanks for the time.

Lee Kantor: Yeah, I’m a big fan of that book as well. That’s how we run our business with that same with that same philosophy as pay yourself first. Amen to that.

Keil Zepernick: Yes.

Lee Kantor: Well, thank you again, Kyle. And that’s pro-life garage doors and renewed crew. This is Lee Kantor. We’ll see you next time on Franchise Marketing Radio.

Tagged With: ProLift Garage Doors

Michael Harris With Harris CMO Partners

July 30, 2021 by Jacob Lapera

Michael-harris
Coach The Coach
Michael Harris With Harris CMO Partners
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Michael-harrisMichael Harris’ industry and consulting experience spans Fortune 100 companies to emerging and growth firms in manufacturing and technology. Many of his clients have been acquired. Mike is the Founder of Harris CMO Partners.

As an executive at west coast technology companies for many years, Mike worked throughout the U.S., Europe, Latin America and China. He has served variously as the top marketing, business development, and investor relations executive for both private and publicly traded companies. He has also served as a corporate officer for a NASDAQ:NM company.

He is a former management consultant with PriceWaterhouse Coopers and holds a B.S. from the University of Tennessee and an MBA in Marketing from the Owen Graduate School of Management at Vanderbilt University.

He has long been active in community service and has served on the boards of Operation For HOPE Foundation and Kids Included Together. For several years he served as a mentor to entrepreneurs as a member of Connect San Diego. He has also served as a guest lecturer, student mentor and program chair at The Rady School of Management at the University of California San Diego.

Connect with Michael on LinkedIn.

What You’ll Learn In This Episode

  • The Nashville tech community vs. Silicon Valley tech community
  • The changing nature of sales and marketing
  • The emergence of the global platform economy

This transcript is machine transcribed by Sonix 

TRANSCRIPT

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

Lee Kantor: [00:00:33] Lee Kantor here, another episode of Coach the Coach Radio, and this is going to be a fun one. Today we have with us Michael Harris with Harris CMO Partners. Welcome, Michael.

Michael Harris: [00:00:43] Hey, Lee, how are you doing today?

Lee Kantor: [00:00:45] I am doing well. I’m excited to learn what you’re up to. Tell us a little bit about Harris CMO partners. How are you serving folks?

Michael Harris: [00:00:52] Yeah, sure. We work with CEOs of technology companies. Our clients are usually in the 10 million to one hundred million dollar range and I would say most of them for the last few excuse me, most of them for the last few years have been SaaS companies. We have clients in Silicon Valley, the West Coast, Washington, D.C. And since I’ve moved to Nashville not too long ago, we picked up a couple of clients here. So what we do is we provide interim CMO services or just general CMO support to the CEO or the actual CMO themselves.

Lee Kantor: [00:01:27] So what’s your back story? How’d you get involved in this line of work?

Michael Harris: [00:01:31] Yeah, sure. It’s it’s a good story. When I got out of business school in the 80s, I, I took, you know, one of the glamorous jobs of so-called glamorous jobs with the consumer products company. And that led to a stint with Philips Electronics in the Netherlands. And I wound up running about one hundred billion dollar division of that company based here in the United States. And somewhere along the way, I got a call from a data storage company in California, and they had seen some of my turnaround background and asked if I would be interested in joining them. It was a 500 billion dollar company and they were in a bit of trouble and took a leap of faith and left the southeast and moved everything out to California. And that’s how I got started in technology. That was in the 90s. And I served as a top level executive for West Coast tech companies for many years. Usually that it was a chief marketing officer role or head of sales and marketing something in that nature. And then when I got my my last job out of high school and off to college in twenty eighteen, I decided to return to the motherland, Nashville, Tennessee. And I moved, moved back here, moved my company here and and really enjoy it. Things are going fine.

Lee Kantor: [00:02:48] So now talk a little bit about kind of the tech ecosystem in Nashville versus Silicon Valley. Obviously Silicon Valley has the history and the kind of the depth of companies there. And Nashville is more of an emerging tech hub. Can you talk about how they compare and what you see in the future for Nashville?

Michael Harris: [00:03:10] Oh, sure. That’s a topic I love to talk about. I think that anybody that’s been immersed in the West Coast tech scene or Silicon Valley develops a certain sense of a sense of style and operating certainly a deep, deep level of knowledge about what’s going on with the investors, what’s going on with new ways of technology. And then when I moved to Nashville, I really set out to learn the technology community here and reached out to tech CEOs and wanted to establish a beachhead here, because I really my vision was to serve the Southeast. I knew the technology was coming our way and I knew that there were a lot of companies in the southeast, especially Tennessee and Nashville, that could use Silicon Valley expertize. So here’s the difference. The Nashville technology ecosystem is still it’s still in its infancy. And the reason that I say that is because the investment community here is not the same as the investment community that I observed in California. So people who have made a great deal of money here typically made it in health care or excuse me, health care and banking and commercial real estate. And so those are those are what we would call more old world industries, even though they’re very much alive, very much thriving.

Michael Harris: [00:04:39] People still make a lot of money in them. But the mindset of these investors is is is not evolved enough to be able to understand what new waves of technology mean and how investing in those new ways of technology could create wealth for them. So it’s still a little bit of a reluctant atmosphere here in Nashville. But in the three years that I’ve been here, I’ve seen really, really good progress. So I think Nashville is well on its way. And of course, we see all the time these news articles of California companies, tech companies that are picking up and moving to Nashville. And they’re moving here for very, very good reasons. So so Nashville has the foundation. And I think as these new companies move in and at new blood comes in, that’s already been immersed in Silicon Valley, that is going to. You don’t spread across Nashville, including the investment community, including the universities and colleges and even high schools and in Nashville is poised to grow, I think, tremendously in what I call the technology ecosystem.

Lee Kantor: [00:05:50] Now, do you find I think I mean, I deal with a lot of I interview a lot of folks in all parts of the startup, the tech startup world, from VCs to private equity to angels to CEOs and entrepreneurs. One of the advantages of Silicon Valley is if you’re a startup in Silicon Valley and your thing explodes, you can jump to another, you know, startup pretty easily. And there’s kind of a deep like that’s OK to do that. And the investment community there has a different kind of sense of urgency when it comes to investing and the different kind of expectation of an investment. Whereas like you said, in some of the southern cities, if their wealth was made in real estate, it’s one of those. Well, we’ll just hold on to it. And eventually it’s going to make us a lot of money. And the time, kind of the condensed time period that people are looking to get in and out of the investments are different. You know, the time moves differently in Silicon Valley than it does maybe in some southern cities.

Michael Harris: [00:06:54] Yes, I would definitely agree with that, I would say from the two clients that we had here, we have had so far in Nashville and both were successfully acquired after we started working with them. So that’s, you know, that’s good news. But from my observance of those two companies versus the clients and see on the West Coast, for instance, things tend to move a little slower here because there’s a learning curve that’s already been achieved by most of the people on the West Coast, that it’s still being achieved by the people who do the work here in Nashville. So I do spend more time educating Nashville clients than I would with clients on the West Coast or in Washington or something like that.

Lee Kantor: [00:07:38] Now, what about have you seen? Because I think this is another part of the growth and the maturity of a of a southern city when it comes to this is having some successful exits where you have some entrepreneurs that have gone through kind of the process and they’ve exited and then want to reinvest back into the community. Are you seeing any of that or any kind of hint that that’s on the roadmap?

Michael Harris: [00:08:02] Oh, yes. Yeah, there are definitely good examples here in here in Nashville. One of the companies that I helped was a med tech company, and it was part of the portfolio of a another company here in Nashville that that funds several medtech and health care startups. And I know they’ve had the entrepreneur who founded it. His name is Jim Saw. I know he had a really successful tech exit. And after that, he began to pull together this portfolio of new companies to fund and to and to nurture. So that’s a great example that you and I have heard and read about several others, which are excellent stories.

Lee Kantor: [00:08:46] So now let’s talk about kind of your day to day work in sales and marketing. Can you talk a little bit about, you know, what you’ve learned from coming from that technology base from Silicon Valley and how that that translates to the tech companies you’re dealing with in Nashville now?

Michael Harris: [00:09:05] That’s a that’s an excellent question. So what’s going on in sales and marketing now? Is that the the distance between what’s being sold and who’s going to buy it has been dissected into about a million pieces. What I mean by that is know back in the day and I’m going I’m going to go back in the day, a sales guy at IBM or HP or whatever could have a name and a phone number and get in front of somebody to make a sales pitch. And today there is about I mean, there’s just dozens and dozens of places that you have to populate with some kind of a message before you even get the attention of a prospect. And I think the interesting thing is today that any prospect for a new solution is going to spin. They’re going to get 70 percent, 80 percent of what they want to know about you and your company and your solution before they’ll ever agree to even have an introductory phone call. And so that all falls back into what is historically traditionally called marketing space. And it’s it’s required that marketing, especially B2B marketing, technology, marketing, become very, very short with content messaging, what we call buyer personas, which is, you know, who am I targeting? What are their what are their hot buttons, what are their pain points and so forth. So I think the net net of all of this is that sales and marketing has become much more sophisticated. And in addition to that, we’re starting to see a merging of the sales and marketing functions because the technology, the platforms that they’re using are merging. And so they have no choice but to start moving these part departments closer and closer together. And so I’m thinking that at least in my lifetime, in my career, we will see sales and marketing become just one operation.

Lee Kantor: [00:10:58] Now, are you seeing any of the. I know I’m old, too, so I know that there was. Kind of a line in between sales and marketing at one point where it was always like sales are saying like, oh, marketing is not giving me the good leads. And then and then marketing is like, well, sales isn’t closing the glades. And I’m saying, you know, it was kind of I don’t want to say adversarial, but maybe their incentives weren’t aligned. And marketing becomes like more of a support role for sales and not like a partner. Are you seeing any of that change or is the blurring of the lines between sales, marketing, advertising, PR, social media, all the kind of kind of the tools that are out there? Are they all kind of, like you said, merging into one, you know, kind of client acquisition department?

Michael Harris: [00:11:48] Yeah, yeah. The people who perform those functions across the board, the ones you just mentioned. Yes. They are merging into one one department. And I think a good example of that, Leigh, is that, you know, like in my company, we use we use a software platform that’s that scores prospects for clients. And it’s up to the marketer. Business usually resides in the marketing department, but it’s up to the marketer to decide what those attributes, the attractive attributes of a prospect are, whether it’s from static information on LinkedIn or whether those attributes are gathered from interaction with social media, post advertising, whatever, whatever is out there in the in the WebSphere. And so it’s up to a marketer to create that model. And then the marketer has to interact with the salespeople who will be selling this to make sure that model is is tweaked correctly and that the attributes have been have been prioritized school correctly, because ultimately it’s the salesperson who’s going to be using that model, but it’s the marketing person that’s going to be doing all the attributes.

Lee Kantor: [00:13:03] Now, what about I mean, in a lot of these tech B2B sales especially, there’s a lot of kind of fingers in the pie and these decisions are made necessarily by one person. It’s a committee or group of people that have to sign off on it. And you don’t know who is the person that’s got the the power to kind of blackball something or veto something. How do you help your clients kind of navigate the politics of the sale?

Michael Harris: [00:13:33] Well, that’s another that’s another good question. You know, I always advise clients to to put one person in charge, whether it’s the S.R.O., whether it’s the CMO, you know, hopefully you walk into a situation where they have a very good relationship and they and they work as one. That’s not always the case because, you know, salespeople are driven by a set of metrics. That is it’s very you know, right now, right at this minute, oriented marketing people tend to look much further into the future. And sometimes it’s hard to get those two viewpoints on the same table. So it’s it’s a it’s always an issue where I walk into a client. I’d say 90 percent of the problems that I find in a client is are people problems. You know, either the skill sets and capabilities aren’t present at that senior level or they haven’t built the underlying infrastructure to putting people correctly, or that just a general level of distrust between those two organizations. And I’m starting I’m starting again. I’m starting to see that mitigating itself as time goes on. But it used to be a pretty big problem in a lot of companies. And now I think it’s a more manageable problem than most companies.

Lee Kantor: [00:14:52] Now, how has the pandemic impacted your business? I don’t know if the pandemic precipitated your moved to Nashville, but it’s obviously kind of expanded people’s where their employees are located, where their clients are located and working from home or working. Has any of this impacted your business? And if so, how have you helped your clients navigate through this?

Michael Harris: [00:15:18] Mm hmm. But, yes, it’s it’s impacting my business positively. So when I set out to build this company several years ago, I decided from the outset it was going to be a virtual company because I had spent many, many, many years managing a lot of people in big organizations. And I just didn’t want to do that anymore. So the people that I hire are all contractors. You know, they’re all too many lines. They’ve all been with me for a long time and they love the work that they do and I pay them very fairly. So in that sense, it hasn’t interrupted it. And on the on the revenue side, revenues actually gone up because so many employers have had a chance to look at what’s going on in sales and marketing and decide that they want to make changes. And they love the idea of having somebody having an On-Demand professional come in, get the work done and then get out. Right. That’s very different from the old consulting model. So back in my early years, my younger years, I was a consultant for a predecessor of PricewaterhouseCoopers. And the mantra then was, you know, go out and play to the base and then dragging its feet on for years and years. So that’s that that is no longer the case, at least with companies my size. And we like to we like to do a good job. Our our pay is actually tied to whether we get that job done right and get it done on time. So everybody in the organization is incentivized to to to work and to do it right the first time and to do it on time.

Lee Kantor: [00:16:50] So now what is the pain that your prospective clients are having? Are they kind of struggling? Are they in a crisis or are they kind of frustrated because of a plateau? Like where where are they at when it’s time to call a CMO partners?

Michael Harris: [00:17:08] Yeah, it’s usually one of the few places they want is that they’ve lost their CMO. They need they need somebody to come in and steer the ship for a few months until they can get their search done. As you know, in today’s hiring environment, it’s getting pretty tough to find the right qualified people who will also fit into that company’s particular culture. And so they like the idea of not losing any momentum. The second the second biggest issue is the CEO is really frustrated at marketing. So he or she is not liking what they’re seeing. They’re not liking what they’re hearing. They’re they’re really questioning the value of the money they’re spending. And they want somebody with a with a very strong budgeting background and a financial perspective on sales to come in and help sort through what’s going on and get everything realigned with the marketplace in a way that that shows exactly what’s happening with every dollar spent on marketing. So those are a couple of situations. Is that enough for this call?

Lee Kantor: [00:18:10] Well, what is the frustration like? What are some symptoms that a firm might be having that, hey, maybe it’s time to make a change in the CMO suite?

Michael Harris: [00:18:18] Oh, gosh, declining revenue. It’s a tough one. Yeah. So I had one client that was in a market really hot market space. The market space itself was growing tremendously and with companies of that particular. Lion size, it was on average, companies were growing 12 percent a year and this particular client was declining 10 percent a year and they just couldn’t, you know, they just couldn’t figure out what was going on. So that’s that’s a very classic example of a frustration.

Lee Kantor: [00:18:49] Now, any advice for the person that is maybe in an enterprise position right now and wants to go out on their own and start their own firm? Anything that you would do differently?

Michael Harris: [00:19:01] Yeah, you know, I I got very lucky right off the bat and landed a couple of big contracts, but when I when I when I decided I wanted to grow the business, I really floundered a lot with the operational side of it. And when I say operations, I mean really the sales process, the paperwork, et cetera, et cetera. And I luckily found a book called Million Dollar Consulting by a guy named Alan Wise. And I later took some personal training from him and he was able to cut through all of the noise for me so. Well, and his mate has made the selling process for my company so easy. You know, we don’t use we don’t use PowerPoint or pitch decks. We don’t do proposals. We don’t do anything. You know, we just work straight with the CEO and we work on it. We work on a term sheet by email. And, you know, this is what we’re doing. This is what we’re going to get done. This is, you know, how long it’s going to take. The it’s going to this is the methodology we use. This is how we measure the success of the project. And then once that once once that term sheet is completed in that manner, we just crank out a simple like two or three page letter of agreement and the CEO signs it. We’re off to the races.

Lee Kantor: [00:20:13] Yeah, I’m a big fan of Alan Weiss. I mean, a long time reader of pretty much everything he puts out there. He’s a smart guy. It’s got a lot of that figured out. And I recommend his books, his newsletter to anybody out there that is kind of to who wants to make sure they’re getting the value they deserve.

Michael Harris: [00:20:32] You bet. You bet.

Lee Kantor: [00:20:34] Now, Michael, if somebody wants to learn more about your firm or get on your calendar, what is the website?

Michael Harris: [00:20:42] It is HarrisCMOpartners.com, or you could Google Mike Harris marketing either one.

Lee Kantor: [00:20:51] Good stuff. Well, Michael, thank you so much for sharing your story today. You’re doing important work and we appreciate you.

Michael Harris: [00:20:56] Thanks for having me. It’s so great to hear about what your your company is doing. I only recently heard about National Business Radio, and I’m pretty excited about it because, you know, Nashville really needs to have stronger business reporting, especially on the tech side. And so I’m happy to make your acquaintance and hopefully was able to contribute a little something today.

Lee Kantor: [00:21:18] Definitely did. Thank you again. You bet. Take care. All right. This Lee Kantor. We’ll see you all next time on Coach the Coach radio.

 

Tagged With: Harris CMO Partners, Michael Harris

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