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From Awkward Introductions to Seamless Transactions: The Nolodex Experience

January 28, 2026 by angishields

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Greater Perimeter Business Radio
From Awkward Introductions to Seamless Transactions: The Nolodex Experience
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In this episode of Greater Perimeter Business Radio, Lee Kantor talks with Adrian Sasine, co-founder and CEO of Nolodex. Adrian explains how Nolodex transforms business networking by providing a digital platform for intentional, trackable, and monetized referrals within communities like chambers of commerce and alumni groups. The discussion covers how the platform standardizes referral processes, embeds payment systems for referral fees, and helps organizations generate new revenue streams while strengthening member engagement.

Nolodex-logo

Adrian-SasineAdrian Sasine is the Cofounder and CEO of Nolodex, a sales intelligence and relationship management platform that centralizes people, companies, and business deals into a single, actionable system.

A seasoned entrepreneur with a background in marketing, Adrian has successfully built, scaled, and exited multiple businesses. Prior to going into entrepreneurship, he held leadership roles at a Fortune 500 company, and got his undergraduate degree at The University of Georgia and his MBA at Georgia State.

Throughout his career, Adrian has leveraged the power of networking and partnerships to fuel business success, fostering innovation and meaningful connections in every venture he undertakes.

Connect with Adrian on LinkedIn.

Episode Highlights

  • Overview of Nolodex as a software platform for business referrals.
  • The role of Nolodex in facilitating intentional and trackable referrals within communities.
  • Comparison of Nolodex to traditional networking methods and its advantages.
  • Explanation of Nolodex’s features, including a digital rolodex and embedded payment system for referral fees.
  • Benefits of Nolodex for chambers of commerce and other community organizations.
  • The importance of transparency and documentation in the referral process.
  • Examples of how Nolodex can enhance engagement in various community settings, such as schools and fraternities.
  • Discussion on the potential for increased revenue and engagement through structured networking.
  • The significance of fostering genuine relationships within business communities.

Transcript-iconThis transcript is machine transcribed by Sonix

 

TRANSCRIPT

Intro: Broadcasting live from the Greater Perimeter. It’s time for Greater Perimeter Business Radio. Now here’s your host.

Lee Kantor: Lee Kantor here another episode of Greater Perimeter Business Radio. And this is going to be a good one. Today on the show we have the co-founder and CEO with Nolodex, Adrian Sasine. Welcome.

Adrian Sasine: Thanks, Lee. Really appreciate it.

Lee Kantor: Well, I’m excited to learn what you’re up to. Tell us a little bit about Nolodex how you serving folks are.

Adrian Sasine: So yeah, I mean, Nolodex is a software, but really, more than anything, it’s a behavior change. You know, we’re trying to get more people working with more people. A lot of what you’re doing here on your show. Right? So, uh, you know, we’re bringing business to like, inside of communities, and we do it through referrals. And, uh, Nolodex is a software that allows you to, you know, find the people. So you have this kind of active Directory to search for people. You can then send referrals back and forth. And then our big differentiator is you can actually make payments right. So we have an embedded payment platform where, you know, essentially if somebody if I send somebody a nice piece of business and for them that’s an easy sell and they could pay me a reward, a referral fee, and it’s all done through the platform. So it it really tracks things nicely. It allows communication on deals and, you know, it standardizes the process. Right? Because it used to be that like you’d throw somebody a referral and you have no idea what happens. Maybe they remember, maybe they buy you a steak dinner. You have no idea. You know, where we’ve now standardized it. Right? It’s communicated. You know, people there’s that awkwardness is gone. Right? It’s not like, hey, Lee, I threw you this, you know, big deal. And maybe I’ll get something. Maybe I’m not. Like, it’s all kind of standardized and contracted through the system. So that behavior of monetization and intentionality kind of brings everybody together. And we’ve seen it work, and now we have a bunch of communities that are doing it.

Lee Kantor: So what’s it like? Is it in a physical and human to human interaction, like at a location like I was part of a group called B’nai or Powercor, where we would meet at a coffee place and we would share leads. Is it like that?

Adrian Sasine: It’s similar to that. I mean, in other words, you know, our core target is, uh, chambers of commerce, co-working spaces. You know, we work with some alumni associations, fraternity associations, a lot of networking groups. We actually run our own networking group of, uh, we have, uh, you know, it actually started with us running our own networking group. We’ve got 550 people all over the country, but actually a handful of them are actually all over the world. And we couldn’t find a software that was specifically for passing referrals and tracking them and communicating. So we built one. And, you know, we started with the MVP and then we were like, hey, it’d be really cool if this handled all the money stuff also. And so we built that and then we were like, okay, well, you know what? We’ve had a lot of other organizations that are like, can I use that? So yeah, I mean, the back of the world, the, you know, the other networking groups, we actually have several, uh, franchise networking groups that use the platform, uh, as their, you know, technology kind of to take in because you can charge memberships, you can do all the regular community management stuff. But then, like I said, it’s very specialized for referrals and embedded payments. So so that’s where they all start using it as well.

Lee Kantor: So like let’s play out one of the scenarios like what is a group that’s using it and how their members are kind of benefiting from it. Like what is kind of the nuts and bolts?

Adrian Sasine: Let’s just say you’re let’s say you’re in your local and I don’t like to use other people’s brand names, but let’s, you know, so we own, you know, we, we own a group called The Connective. That’s our networking group. Okay. Can you and I or you and I are in the connective. Okay. And, uh, I know somebody that, um, you know, wants to to buy a Business RadioX, right? Like, wants to, you know, to license, uh, your brand. Right. And let’s just say that you’re willing to pay a 10% referral fee on that. Okay, here I am. I’m. I’m at dinner with this person, and I’m like, you know, they’re like, I want to start a podcast. And I’m like, oh, you should talk to Lee, right? Let me actually set up this warm introduction person to person. I’ve already done the due diligence of saying this is what Lee does. Do you actually want to meet him? He’s like, yeah, this is great. I send you the referral. Uh, you close the business, you’ve been paid by the customer. Uh, and now you’re like, yeah, Adrian, that was great. Um, you know, here’s a referral fee and let’s just say you pay a 10% referral fee. And so you just literally put it through the platform and all of that is handled through the platform. So again, we’ve kind of standardized the process. Um, we’ve taken out the awkward moments. We’ve taken out the need for, you know, everybody to draft agreements. Like I remember when I used to run my, my small business before this, I would meet somebody and they’d be like, I’m going to be the perfect partner for you, and I’m going to refer you all the time.

Adrian Sasine: And I mean, on several occasions, we even spent money, like drafting an agreement, and then nothing happens of it like so. It’s just a waste of time and money and you don’t need any of that, right? All of that is handled in one place through the platform, and it’s very community driven, right? They’re all private communities. So if Lee, if you and I are in this private community, like we’re in there because we have something in common and, you know, we’re building our tribe of people that become our ambassadors. So you now have a bunch of people that are out selling for you because they’re like, hey, I get a little piece of the pie. Um, and so we’ve seen that behavior change where people are like, yes, I want to meet more people, and I want to, you know, even if it’s not something that I do when I’m talking to somebody else, I’m actively listening and saying, oh, who do I know that I can refer to this person? So it’s a win for everybody, right? I get a piece of it. You get a piece of it because you got another piece of business. And the person that needed the work loved it because instead of, you know, scouring the internet and asking Facebook and getting 100 responses, he’s talking to one person that is bringing him to the door of somebody that can do what he needs.

Lee Kantor: And then when you started this out. And so you started from forming this own community. Uh, the connective. Is that what, that birth?

Adrian Sasine: Yeah. My partner, my partner, Joe, he, uh, this was even pre-COVID. Uh, he started in Hoboken, new Jersey, and they were like you were saying, right? They would meet at a diner every Monday morning and, and, you know, talk and refer each other. And, uh, the Covid hit, it went online. Um, so they really, you know, became virtually based. Uh, and then that’s when I met him. There were like 37 people at the time. Uh, and I thought this was really cool because the people that I met were very intentional. Right? So. So, you know, first of all, they were high quality, high level people, which was great. Um, but every networking group has their core competence, right? So for example, BNI primarily service related and does really well in that local service related area, like there really is a great group. Uh, we wanted something a little more business to business, you know, high end, um, you know, you can sell anywhere. So the groups are different, but the the intentionality is the same, and that’s that. It’s finally a two way street, right? It’s you don’t have the person that’s giving and giving, and all of a sudden they burn out because they’re like, I never got anything back. Right now, if you’re a giver, that’s awesome. You’re going to get you’re going to get something back.

Lee Kantor: So now how does it work, like with a chamber of commerce? Because the Chamber of Commerce is a you know, that’s their intention. They try to build communities. Is this something a chamber of commerce could just build into how they go about being a chamber of commerce, that this is kind of chamber.

Adrian Sasine: Chamber of Commerce is our core ICP. Right. So there are two things that chambers love about it, right? So one is, um, it’s how do people meet between the breakfast meetings. Right. So it’s bringing you know, I’ve now, you know, maybe I met Lee at the meeting and maybe I didn’t, you know, maybe he and I were not at the same meeting. Or maybe I don’t really go to the meetings. So it’s really that it builds that better directory for them to, to use and really kind of get people talking and engaging between the meetings. Um, the other thing that that we’re hearing from, from them is that it’s non-news revenue, right? So, you know, as a community owner, you get to set how it works, uh, how the money splits. Uh, and as a community, you can take a piece of that money. So now they’re built on the success of their members. And so they’re loving that non-Jews revenue because they’re like looking at it and like, these guys are already referring each other. They’re already. But they have no oversight over. They don’t know how many referrals are going, and they don’t know how much business is really being done. And they can’t really say that, you know, because of of their members that, you know, business rose 10%. We give them that ability to really say, okay, wait a minute. Now, one member is helping another member. We can see that data for the first time, and we get a piece of their success, which is a win for everybody.

Lee Kantor: So now how would it be implemented at a chamber like so? They just say, okay, Adrian, I’m in. Um, and then you become kind of their member software, or you just integrate with their current member software member software?

Adrian Sasine: I mean, if they want to run, I mean, we can handle, you know, all of the, the payment integration, like we can do all of that. Uh, not everybody uses us for that, you know? And that’s fine. Like, you know, we’re not trying to replace the CRM. Uh, we’re not necessarily trying to replace their other software. So if they want to keep running, uh, membership fees through their other software, that’s fine. Um, they just, you know, layer this on top. And essentially we set them up as a community. Uh, we can, you know, we can set somebody up in a matter of hours, much different than some of the other other softwares that, you know, charge a really expensive setup fee and take four weeks. I mean, I could I could have, you know, the Business RadioX community could be up and running by this afternoon. Um, and then as far as you know, it’s a link that sends out to all your members. They all essentially onboard into your community and set up their profiles. And, you know, essentially now you have a way to search for people. And, you know, I can I can look in, you know, show me people in radio, show me people in podcasts, show me people that have this certification. Um, I can find those people because sometimes you know them, right? So again, like, if, you know, if you and I met today and I happened to be at dinner tonight and somebody says podcasts, you know, obviously you’re going to come into my mind, but maybe we haven’t met. Maybe I’m at dinner tonight and somebody like, who? Do you know that’s a good web designer? And I’m like, you know what? I bet I have one in my community. Let me look. So we give you that ability.

Lee Kantor: So now I just want to get I want to really understand it from the chamber point of view, because we have a lot of relationships with chambers of commerce around the country. Um, so I’m a chamber of commerce, and like you said, I have my own member system. Your Nolodex is going to integrate with my current system.

Adrian Sasine: No, it doesn’t integrate. It just runs. It just runs, you know, separately.

Lee Kantor: Separately to it.

Adrian Sasine: So essentially you can keep your payment system. You can keep your existing system. You would just, you know, send an email to everybody that says, hey, you know, we’re now using NOAA. We’re setting up our community. So that specifically right this the pass referrals and exchange business. Um, it’ll allow us to track it. It will allow us to incentivize each other to do it. Um, so like I said, you can use it as your everything software, but you don’t have to.

Lee Kantor: So it’s running in parallel to whatever my system is. And then so my members have to now become part of this software experience. Right?

Adrian Sasine: Yeah. I mean, they can.

Lee Kantor: They have.

Adrian Sasine: Depends on the chamber. Right. Some chambers require it and some are. It’s an opt in. So yeah you can.

Lee Kantor: And then do the members pay a fee to be part of this or is that something the chamber pays for?

Adrian Sasine: We monetize in three ways right. So we monetize. We charge the chamber a very small monthly subscription fee, uh, for it turns out to be about a third of what they’re charging paying towards other like, uh, community management softwares. Uh, we then charge every user $20 once a year, right? So we call it our Costco model. Like if you want to come in and shop. You essentially have to have your Costco card. And so we it’s $20 once a year. And that allows you know and through that we take you through KYC verification. Making sure that you’re allowed to pay people. We handle all the 1099, you know, all the transaction fees, all that kind of stuff.

Lee Kantor: So then they they have to opt in and pay once a year to be part of this community. And then once they’re part of it, they set up their own profile, they set up their own kind of information about their business and what referral fee they’ll pay or whatever. There.

Adrian Sasine: Absolutely. Yeah. We don’t dictate. We bring, you know, we like to say that we bring technology and community together. You know, I don’t know, uh, you know, we’ll go Business RadioX I don’t know, your cost of goods sold. I don’t know your profit margin. I don’t know if you.

Lee Kantor: And you don’t care. That’s not important, right?

Adrian Sasine: Right, I don’t care. So, uh, we. Yeah, the the system is super flexible, even even for people that can’t pay referral fees, right? There are some industries that legally can’t pay them. And so the the system is flexible enough to to know before I even send a referral, like, oh, this guy’s a lawyer. He can’t really pay a referral fee. Um, and then also like, hey, you know what? I don’t ever there are some people that don’t ever want to receive referral fees. Um, so the system is flexible enough to handle all of that on a case by case basis. And contractually, yeah, the referral fee is totally based on what you want to do, and it’s between you and the person that sends it to you, your community owner. Even myself as the technology owner, we have no part of it.

Lee Kantor: So now I’m the chamber member. I say I’m in. I fill out my profile, I say this is my referral fee. So now I’m going about my business and now I find somebody like, hey, you should meet Bob. Yeah. Um, now this person, do they now have to pay $20 to be part of this thing? Like, or can I make a referral without them being part of that community?

Adrian Sasine: No, no. So you can only refer to people in your community right now. Now, the person that you’re referring doesn’t need to be a member, right? So only the person you know that is making the referral and the person that’s receiving the referral. Um, but the third party, like the one that needs the services, they don’t need to be in there. So, yeah. No, it’s. You and I are in the chamber together. Um, and, you know, again, you’re you’re on the radio podcast business, and I happen to talk to somebody that needs that. They’re not in the, you know, let’s just say their name is James. James is not in Nolodex. He’s not in the chamber. You know, I’m just sending you his information and and more than likely also sending an email between the two of you saying, hey, here’s a warm introduction, James. You know, James needs this. Lee does this. You guys should meet. Uh, and then Nolodex is essentially what creates the, the the tracking and the contractual, um, you know, relationship between you and I.

Lee Kantor: But the way that people get paid is because it stays within the community. So the community who’s referring to other people within the community, that’s kind of a closed loop in the sense that that’s where the referrals will be tracked. They’ll be paid. Everything comes from within that.

Adrian Sasine: Yep. 100%. Yeah. It’s really you know, we’re trying to help communities support each other more engagement specifically around business, right. Like, I mean, we’re not trying to recreate Facebook, right? We’re not trying to help you post more stuff. Uh, you know, we’re trying to help you get more business deals. And, um, you know, what we’ve seen and we’ve had $11 million go through our platform of of closed deals, like we’ve actually, you know, closed deals. And, you know, most of them are, uh, you know, one, you know, I’d say about 50% are one time deals where it’s like, you know what? Yeah, I built this one thing for them. And here’s a referral fee. And, uh, we’ve had, you know, the other 50% retainer base where it’s like, hey. Yep. You introduced me to this agency, and I hired them. And, you know, they’re, you know, it’s $5,000 a month and they’re paying referral fee on that. And again, everybody dictates their own terms, right? So we have some people that pay 25% in perpetuity, and we have some people that pay 3% on the first transaction only makes no difference to us.

Lee Kantor: And then so like if I’m like, say I’m a web designer in the chamber, somebody hires me to make a website and it’s $5,000. I send them the invoice through Nolodex.

Adrian Sasine: No, no, no, you handle your you handle all your billing. Again, I don’t I don’t need to get involved in your business. Don’t want to get involved in your business. You would you’re going to. So I’m going to send you that referral. You’re going to accept it. You’re going to call that client. You’re going to do the business. You’re going to get paid however you normally get paid from the client. I don’t have anything to do with that. Right? You and I can toss notes back and forth. You can be like, Adrian, can you follow up with that client for me or, you know, help me close the deal? Um, but you then go do the business. You handle it like you would normally do any business. And, um, you know, then afterwards, you know, you’re going to be like, okay, Adrian. Yeah. That was awesome. I appreciate the referral. I’d love to get more of them. You know, here’s and again, let’s just say you pay a 10% referral fee. Yep. You know, here’s my 10% payment. Um, you know, 500 bucks if, you know, on a $5,000 deal and boom, you know, the system takes the money and moves the money, right? And then the community, the chamber gets to decide how much the referrer gets. Right. So the chamber, uh, you know, most chambers are going to take probably 10% as a kind of, you know, listen, we helped you guys bring to come together. We’re going to use this for scholarships or for events. Uh, so again, that non-Jews revenue that we were talking about, where they can now through the success of their members supporting each other, they’re now building a little kitty of, okay, here’s some money. Um, you know, that we can use to to support our members even more.

Lee Kantor: So this kind of documents. Okay, because of these two chamber chamber members, a $5,000 deal happened, a $500 referral happened, and a $50, um, you know, fee to the chamber for kind of making that happen.

Adrian Sasine: Yep. Yep. And it’s all it can be tracked. It can be looked at, you know, it becomes business, right? Where it’s like I said, I use the word standardized a lot, but it’s, um, it’s data that they don’t have right now, right? Where they can really say that. Okay, well, Adrian helped Lee, and then Adrian helps, you know, somebody else, and, um. Yeah. And, you know, how much was that business that they helped in? And. Wow, Lee closed the $5,000 deal. That’s awesome. Um, so, yeah, it gives them oversight on stuff that they’ve never seen before.

Lee Kantor: So is there a story you can share about a community that’s using Nolvadex? Um, that maybe got a result that surprised them even?

Adrian Sasine: Well, yeah. I mean, so there’s, uh, there’s one community called network lead Exchange. They’re they’re a franchise business. Um, and they’re growing really nicely. Um, you know, they’ve got, um, I don’t want to use exact numbers because, you know.

Lee Kantor: Right. Don’t use exact numbers.

Adrian Sasine: Yeah, yeah. So but but yeah, I mean, they’re, they’re a franchise business. You essentially pay them their franchise fee. You then, you know, they give you everything you need the processes the our are software to set up your groups, to charge your members, um, to essentially become cash flow positive and build a business out of this. And so so they’re growing really nicely. Uh, like I said, we’ve got fraternities that, that, that admittedly don’t do very well on alumni engagement. Right. They kind of say, well, listen, our focus is obviously on the bringing, uh, you know, people into the, the fraternities and helping them through college. And then afterwards, it’s kind of a nice to have, um, you know, even college, you know, like, I mean, sure. Am I in a, you know, I went to Georgia. Am I in a networking group in Georgia? Like, yeah, I might be on the LinkedIn thing, but like, am I really looking through my community and trying to use that to grow my business? No, not very much. And that’s what we’re trying to do. You know, I know again, going back to when I ran my own business, like if you were to look around, you’re surrounded by so much business and community around you. But in today’s world, nobody really utilizes it. Right? Everybody’s kind of gone online. And so, you know, um, you know, even like private schools, right? Like take a private school, like, you’ve got a bunch of kids. Maybe I know what my friends parents do, but, you know, my kid’s parents do, but, like, maybe I don’t. And so, again, this gives the ability to say, hey, you know what? You know, Sharon owns a car dealership. I’m about to buy a car. You know, maybe I buy it through Sharon, and the school gets a little piece of it, you know, because that’s how I found Sharon. So those kind of communities that want to bring that together is, is, you know, they’re the ones finding success.

Lee Kantor: Right? And then this way they can document it. They can steward that back to, uh, the community. Everybody kind of wins in this by just keeping track of things that are already happening.

Adrian Sasine: Yeah, yeah, I mean it honestly, it’s in everything wins. I mean, it’s funny, there was, you know, years ago there was something called Amazon Smile. Right? Which is kind of this passive income kind of thing. Now they, they took it away. But but where that same thing right. Where you know, where your community for some people, you know, they want to build the community. For some people, they already have the community. Right. And so we we step in there and kind of formalize the process, give you that that structure and that backbone to look at it from a business perspective. Again, like, you know, there are you know, everybody’s got like, you know, I’m in my you know, my kids went to private school and sure. Am I in the dad’s group. Okay. Great. And our referrals sometimes shared in there. Yeah absolutely. But but I have no idea what happens if it. Even if I suggest somebody’s name. I’m not getting a piece of it. And I don’t even know if they ended up doing business or not. If I want to turn that into a place that’s actually a warm introduction where I’m actually like putting these two people together, Nolodex is far better at that.

Lee Kantor: And then so you mentioned kind of ideal client profile chambers of commerce, but you also mentioned alumni groups. You mentioned, you know, it sounds like Tas. It sounds like anything.

Adrian Sasine: Any ideal, you know, our ideal one is ones that are already networking, right? So like I don’t have to teach them networking. I don’t have to worry about that. Like chambers, you’re already networking, even coworking spaces. You’re already networking, right? Networking groups, obviously you’re already networking. It’s the purpose of why you’re there. So those are our ideal because one, they’re already existing right there. Larger groups. Uh, two you know, there’s no there’s no real education there other than using the software. The networking is already going on. Um, we love working with alumni associations and schools and fraternities. However, there is a little more education on that side. Um, so it’s a it’s a longer ramp up time because you’ve got to not only bring people into the, into the environment, but but if you’re a fraternity that’s never been, you know, having your alumni network, you’re now trying to teach them how to do it. And so, like, you know, with with a couple of our friends, we actually run, uh, networking events virtually for them. Um, you know, where once a month, we’ll invite all the alumni and we’ll run networking events and, um, you know, bring people together online and let them start building those relationships. Because, again, this all comes down to relationships, right? Like, yes, we have a technology. Yes, we standardize the process. Um, you know, yes. You know, we’ve we’ve monetized an environment, but it still comes down to people working with people, people supporting people. And that’s the basis of what we do.

Lee Kantor: Right. And then for those other organizations that maybe aren’t networking, you know, by design, by you educating them, you’re unlocking a bunch of revenue that is sitting there that no one’s tapping into.

Adrian Sasine: Correct. Yeah. Yeah. I mean, it’s it’s forgotten revenue. It’s or money left on the table. We say a lot. Um, but yeah, I mean, and, you know, and the revenue is only the one bonus of it, right. Like there is, you know, if you going back to the fraternities, like, again, like, you know, if I’m a member of fraternity and I’ve got a bunch of other people that are looking to send me business, I’m now going to stay more involved with that fraternity. I’m probably going to make a donation as well. Right. So so you know the gains there are far more than, you know, just the business development. It’s it’s building a long term community.

Lee Kantor: Right. You’re you become more sticky because you’re becoming more valuable.

Adrian Sasine: Yeah, totally.

Lee Kantor: So if somebody wants to learn more, um, about Nolodex or connect with you or somebody on the team, what’s the website? What’s the best way to connect?

Adrian Sasine: Yeah. Uh, you know, Nolodex comm or, you know, w-w-w dot com. Uh, you can find me on LinkedIn. Adrian Sasseen. Um, or, you know, my email address is adrian@Nolodex.com. Love to. You know, I’d love to talk to to people about networking and, uh, you know, even if they’re not, uh, starting a community or, you know, they’re a member of the community, just have questions. Uh, you know, again, we’ve built, you know, we’ve got all kinds of training videos. And, you know, we just love helping people. Right? We were both my partner and I, you know, we’ve owned several small businesses. Um, and like I said, at the end of the day, you’re so you’re so the average person is in 4 or 5 communities and, and if you just kind of look around, there’s so much business around you. The problem is the environment with the the way that we’re, you know, hey, buy everything on Amazon and, you know, social media and it’s gone away from that world. And so we’re just trying to bring it back a little bit and have a, a local community that’s, you know, not not necessarily local geographically, but, but people that have a common something and, you know, support each other and that’s, that’s really what we’re trying to do.

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

Adrian Sasine: Thank you, thank you. This was a lot of fun. I really appreciate it.

Lee Kantor: All right. This is Lee Kantor. We’ll see you all next time on Greater Perimeter Business Radio.

From Introvert to Influencer: How the Business RadioX® Platform Empowers All Personalities to Connect

January 28, 2026 by angishields

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Scaling in Public
From Introvert to Influencer: How the Business RadioX® Platform Empowers All Personalities to Connect
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In this episode of Scaling in Public, hosts Lee Kantor and Stone Payton are joined by coach Maggie Ishak to discuss the Business RadioX’s unique methodology for helping studio partners rapidly grow their networks through podcast interviews and community engagement. They explore refining their messaging, accelerating partner success, and leveraging relationships with chambers of commerce and coaching organizations. The conversation highlights the platform’s appeal to both introverts and extroverts, the value of authentic connections, and strategies for scaling impact, ultimately emphasizing how their turnkey system enables partners to achieve tangible results within 90 days.

Maggie Ishak is a Certified Focal Point Business and Executive Coach and a Certified Trust Edge Partner.

Maggie has a passion for working with female business owners and leaders to transform the way they run their organizations — shifting from overwhelm and reactionary to operating with clarity and control. Through proven frameworks and practical coaching, she equips her clients to accelerate growth, strengthen profitability, build engaged teams, and reclaim balance in their personal and professional lives.

Before launching her coaching practice, Maggie enjoyed a 28-year corporate career at Michelin North America, holding senior leadership roles including VP of Supply Chain, VP of Operations, and Director of Customer Experience. She left a lasting impact not only on the business results but also on the teams she coached and the customers she served.

Maggie has a BS in Chemical Engineering from MIT and an MBA from Wake Forest University. She lives in the Atlanta area with her husband and three teenage sons.

Episode Highlights

  • Unique Business RadioX® platform methodology for network and pipeline growth
  • Importance of refining messaging and value proposition for studio partners
  • Rapid results and tangible outcomes for new partners within 90 days
  • Strategies for effective community engagement and relationship-building
  • Challenges and opportunities in pricing and growth strategy
  • Leveraging partnerships with local chambers of commerce
  • Identifying ideal studio partners who align with core values
  • Addressing the needs of introverted business owners in networking
  • Differentiating between virtual and in-person podcasting experiences
  • Emphasizing the emotional and practical benefits of the platform for business growth

Transcript-iconThis transcript is machine transcribed by Sonix

 

TRANSCRIPT

Intro: [00:00:08] Broadcasting live from our flagship studio in Atlanta, Georgia. This is scaling in public. The next 100 Business RadioX markets, featuring founders Lee Kantor and Stone Payton, along with some of America’s top coaches, helping them grow the network with real strategy, real lessons, and real accountability all shared in public. To learn more about the proven system that turns podcast interviews into a perpetual prospecting pipeline through generosity, not gimmicks, go to Burks Intercom and download the free Business RadioX playbook. Now here’s your host.

Stone Payton: [00:00:56] Welcome to another exciting and informative edition of Scaling in Public. Lee Kantor, Stone Payton here with you. Please join me in welcoming to the broadcast our coach for this session, Maggie Ishak. How are you?

Maggie Ishak: [00:01:09] I’m good. How are you, Stone?

Stone Payton: [00:01:11] I’m doing well. Really been looking forward to this session, and I’m going to turn it over to you and let you do your thing.

Maggie Ishak: [00:01:16] Likewise. It’s great to actually be with both of you. Um, here, look, I’m looking forward to this. So I want to pick up where you left off with Todd in session number two around your unique approach. So tell me what’s what’s been percolating in your minds about your unique approach since that conversation? And maybe how has that changed your thinking towards this goal to 100 studio partners?

Stone Payton: [00:01:45] Well, for me, I don’t know that it’s changed my thinking as much as it has just reinforced some really closely held beliefs. So we may need to work on that. But I walked away from that session just thinking about the way we approach leveraging these tools, the methodology, the opportunity to give people, uh, this platform to share their story and promote their, their work the way we do it still, to me, to this day, and we’re 20 plus years into this, other people who are using some of these same items, you know, and recording conversations, I don’t think we’re doing it at all the way they are. And maybe we’re just not, uh, articulating that clearly enough or enough, and maybe we just got to get a lot better at that. I mean, these most I can’t find anybody that’s doing it the way we’re doing it.

Maggie Ishak: [00:02:43] I agree, I don’t think there is anybody doing it the way you’re doing it. Um, Lee, how about from your perspective?

Lee Kantor: [00:02:49] Um, my biggest takeaway was, um, kind of what Stone was saying in that I don’t think we’re doing anything wrong in terms of our methodology. What I think we’re doing wrong is not articulating how quickly we can get somebody going and seeing tangible results. And that was what I started working on immediately after. I was like, okay, let me break down our process and let me start building playbooks to get people to see results as quickly as possible. And that, that that was my big epiphany moment from the work with Todd, because I think that is something we’re lacking. We take for granted a lot of the methodology that we do and the work that we do every day to kind of fill our pipeline. And I don’t think that people realize that they can be filling their pipeline as easily if they could leverage a platform like the Business RadioX platform.

Maggie Ishak: [00:03:48] Okay. All right. So that’s where we’re going to be talking about today is kind of the value that you bring to your clients and how to articulate that. So thinking about that topic, by the time we’re done, uh, in whatever the 30, 45 minutes that we’ve got today, what would be an ideal outcome for you as you think about the value that you bring?

Stone Payton: [00:04:08] So for me, specific language, or at least a path to specific language that is succinct, that can communicate very quickly, uh, at least enough of the idea, enough differentiation from what people think they know about this platform or what they have seen, or what their nephew’s podcast is like enough for them to want to know more, to have a deeper conversation. If I could walk out with that, uh, then I would feel I would feel like we’ve really made some real strides.

Maggie Ishak: [00:04:38] Okay. That’s great. Lee, how about you?

Lee Kantor: [00:04:40] Yeah, it’s. I think we’re working on this clarity of messaging so that we can communicate our value proposition as quickly as possible so people understand, Um, what we do, why we do it, and how it works faster. And I think one of our challenges is that in a studio environment like we’re in now, it’s it becomes clearer what we do and why it works and how a person could benefit if they viscerally feel what happens in a studio where most of the work we’ve been doing lately is virtual, where that’s a little trickier and they don’t. It’s hard to differentiate what we’re doing in a virtual setting as to what we do in an in-person setting.

Maggie Ishak: [00:05:24] Okay. Got it. All right, so, Lee, I want to come back to a point you made just a couple of minutes ago around how quickly you can get studio partners ramped up and seeing some value. What do your studio partners see in 90 days?

Lee Kantor: [00:05:38] In 90 days, they see quite a bit. Um, and I think Stone’s a better person to illustrate this, because he moved to this community, this studio that we’re sitting in now. We both started out. He was in East Cobb and I was in Sandy Springs. He moved up to Woodstock and and he kind of started from scratch. Woodstock, you know, is, you know, where it is relative to Atlanta. It’s it’s it’s not it’s not nearby.

Maggie Ishak: [00:06:03] Right.

Lee Kantor: [00:06:04] It’s part of the metro Atlanta. But that’s, you know, kind of being generous. So, Stone, why don’t you share about how quickly leveraging this platform enabled you to kind of immerse yourself in the business community?

Stone Payton: [00:06:17] Sure. And had I come here two years prior, I would have come and gotten this space and then followed our methodology to build things out. We were kind of on the heels of Covid when we moved here. And so I did develop some degree of comfort doing some virtual interviews. So the way I decided to launch was we already had a home bought here, but we were still in the home in East Cobb. So I started Cherokee Business Radio as a virtual show to get my first 10 or 12 interviews. And so I reached out using our processes to invite people to come on the show, share their story, promote their work. Of course, as always, people are like, yeah, what do I gotta do? I’d love to come on and talk about me, you know? And so I had a dozen interviews with local Woodstock and Cherokee County people already in the can by the time I got here. Right. So because I’m inviting them on the show, I’m doing all the things that we that we do. And then so once I got here, I already had some momentum. And then when I reached out to those people again to tell me, you know, to recommend other people that we should maybe have in the studio, they were thrilled that we were here, that we had the studio.

Stone Payton: [00:07:25] And then from that point, I invited people to come on Cherokee Business Radio and, you know, be right here at the Innovation Spot in the studio. So I got going very quickly. And it’s going to it’s going to sound like I’m on my soapbox, but I also just I followed our methodology to the letter. You know, I invited people the way we recommend that you invite people. I said things before we went on air that we recommend you say to people before we go on air. I conducted the interview, including all of the hosting mechanics that we’ve refined over the last 20 years, in that exact way. I didn’t try to get creative. I just followed the methodology. And in the span of a few weeks, I had a handful of clients. I had a great reputation when and I’m not a networking guy because for a lot of reasons. But I don’t need to be a networking guy because I have this. This is my net, this is my network thing. But there was one group that I wanted to go check out, Young Professionals of Woodstock. It’s when all this young folks get together on Thursday morning. Maggie, uh, I don’t know why they let me in, but when I walked in, I was a known quantity.

Stone Payton: [00:08:32] I was just boom, right out of the box. You know, you join a networking group or something, it takes you a while. You probably ought to volunteer. You might want to help out on the events and all that. I was a known quantity right out of the box. And so it just all happened very quickly. And now I’m what, three, three and a half years in. I mean, everybody knows Stone. I know every bartender in town, of course, but I don’t have to buy a drink if I don’t want to. And everybody knows that I’m a good guy doing good things. And yes, I, you know, in in concert with our methodology, I do make sure that I have prospective clients in the studio every week. But I also have, you know, the lady who runs the, you know, the flower shop or the nonprofit. So this thing of ours lets you be so nice, so often, so easy, so fast. And to me, if you can do that consistently, um, you can’t help but grow your business. And so that was my experience in getting this studio off the ground. And, uh, it was it just it’s it’s fast and it’s easy.

Maggie Ishak: [00:09:37] Okay. I want to repeat back some of the things that I’ve heard both of you say. So within 90 days have a steady stream of interested prospects, clients, and you don’t have to sell a thing.

Stone Payton: [00:09:55] Yeah, absolutely.

Lee Kantor: [00:09:57] 100%.

Maggie Ishak: [00:09:58] And Stone, you said it made me be known. So easy, so nice, so often, so fast. What would somebody have to pay for that? I’m not talking about your your partner fees. What would what would that cost somebody doing it in another way?

Stone Payton: [00:10:17] 2 to 3 years. It cost them time.

Maggie Ishak: [00:10:20] Absolutely. Well. And money.

Stone Payton: [00:10:22] And money and all.

Maggie Ishak: [00:10:23] Networking fees and buying people coffee and lunch and.

Stone Payton: [00:10:27] But to me, the big price is time. You know, you might could get to my reputation and my networking in this area, um, a different way, but it’s going to take you 2 or 3 years that, that I got to 290 days. Absolutely. No question.

Maggie Ishak: [00:10:44] So I’m going to flip the script for you a little bit. So I started my business a couple of years ago, and I’ve been joining the bass, joining the associations and joining a number of other networking groups and volunteering to do things and taking people to lunch. And it has taken me time. If you had told me two years ago, I could have gotten exactly where I am today, 90 days from when I started with a much smaller investment and a lot less headache, I would have said, sign me up.

Stone Payton: [00:11:19] Well that’s encouraging. That’s that’s great. But let me ask you this. You’ve actually been in the studio as a guest before. You’ve gotten to know us a little bit. You know, other people that are affiliated with us and doing great things, you know, like in Houston.

Maggie Ishak: [00:11:32] John.

Stone Payton: [00:11:33] Ray and Tricia. Uh, but if you didn’t have the benefit of all that, does it maybe sound too good to be true, though, does it? I mean, is it because I mean this, I know this, I know a lot of coaches, consultants, fractional execs, all these people in the professional services arena. And I feel like, you know, for so much of their career, they’ve been scratching and clawing to build these relationships. It’s hard. And then I come along and say, well, you know, just take this little red pill and you don’t have to do all that. Does it sound too good to be true?

Maggie Ishak: [00:12:01] Maybe a little bit. But I will tell you, there’s a lot of other organizations and people out there with other offers that also appear too good to be true. And in my mind, some of it is kind of the what you put in versus what you get out. Right. So you could tell me, come be a studio partner, and if I don’t follow your methodology and use your script and use your process, I may not get the results that you promised me.

Stone Payton: [00:12:32] Yeah, you won’t, you won’t. And that’s another question. I don’t know if it’s for this session or not. I think Lee and I were such, um. I don’t even know what the label for it is, but we’ve been we’ve pretty much said, here’s our best practices, here’s our methodology, here’s what we know works. Uh, don’t break a couple of rules over here that these are non-negotiable. But here’s what we recommend. But you be you and go do your thing. And so there’s part of me that wonders if we shouldn’t be a little more stringent and say, no, this is the way you got to do it, at least for a while. Um, because because, no, they’re not going to get the results that they do it their way. At least that’s my experience so far.

Maggie Ishak: [00:13:06] Okay, so let me let me maybe turn this a little bit and think about of your existing studio partners, what makes a good one. How would you define a good studio partner.

Lee Kantor: [00:13:19] One that really immerses themselves in the business community?

Maggie Ishak: [00:13:22] Okay.

Lee Kantor: [00:13:23] Like they have to kind of be all in in that they have to say, okay, I really believe it’s important to serve the business community. I believe that, um, by supporting and celebrating business, That’s good for the community, and it’ll be good for me if they want to do this in a transactional manner, like what’s in it for me? How can I make money off of you? Um, it’s not going to work. I mean, you have to have a heart of service if you want to do this, and it can’t be a transactional experience. It has to really be an experience where you’re trying to serve and just kind of, oh, by the way, this is what I do. And and maybe there’s a fit and then maybe we can work together rather than, I did this for you. Now I need you to do this for me. It can’t be a quid pro quo relationship. It has to be. I’m here to serve. And this is how I serve. And if we want to work together, that’s great. But if we don’t, that’s great too. And I just want you to win. And I think you can win with me. But I’m not going to say you have to win with me. You do you. I’m going to do me. And I believe if I’m relentlessly doing this service, I’m going to win. Enough.

Maggie Ishak: [00:14:37] Okay, so thinking back to your discussion on your ideal client profile. And what are those maybe attributes? Lee I think that’s super important, what you just described. You’re looking for.

Lee Kantor: [00:14:51] Servant leaders, right?

Maggie Ishak: [00:14:52] Yeah. But that align with your values 100%. And I would expect that you could see evidence of that from these prospects before you even have a conversation with them. So I’m going to go back to two sessions ago. One of the things that you were talking about was not wasting your time with those who may not be a fit and trying to recognize that upfront. So it’s have maybe I want to ask this the other way, have you run into people that have been interested in you, but then you kind of get this, hmm. I’m not sensing there’s a fit here because maybe they are too transactional, or they are looking for a get rich quick scheme, or they’re looking for, you know, the magic pill, right?

Lee Kantor: [00:15:34] If somebody I mean, one of the clues for me at least, is I’m doing this because I want to be famous and this is about me. And then my guests are just props for to make me look good. They’re not going to be a fit for what we’re trying to do. If you want to to do a podcast or you want to have a show that makes you the smartest person in the room, do that on your own. You don’t need us to do that. If you want to do a show that grows your business, that serves your community, we can help you there.

Stone Payton: [00:16:03] Yeah, I think that’s incredibly well said. I you’ve heard me on my soapbox a little bit on in terms of, uh, repeatable processes and transferable tools for key tasks. But I think also at the heart of it is someone who is willing to take personal accountability for helping the client get another client, like they really are invested. Like, once they do get the business in helping the client get another client that that is a theme that runs through our everything we do. And I think our, our, our values are in complete support of that.

Maggie Ishak: [00:16:38] Okay. Okay. So let me ask this question for your existing partners. If Business RadioX went away tomorrow. What would it cost them to rebuild?

Lee Kantor: [00:16:53] Well, they’d have to create their own platform to get the word out. And the benefit of working with us initially is super obvious, because they get to come into a market that doesn’t have us, and all of a sudden has us, and then they get to use the halo effect of our brand and our website and all of the content, the 100,000 interviews we’ve done as a backdrop to them. So they get to start with a running start rather than from square one start. Uh, number two is they lose the infrastructure. They’re going to have to replace the infrastructure to help them publish, distribute, edit all the stuff that it takes to execute the the work that we do. So they’ll have to rebuild that. I mean, that’s in terms of hours. It’s dozens of hours, if not thousands of dollars. Um, and then they would have to replace this kind of if they were, they’d have to replace the methodology that we use to get that next guest. So they’d have to, you know, build that from scratch on their own as well. So it’s a matter of time, money and systems that we have and we’ve been doing and honing over the years, that’s today. But then they’d also lose our brainpower that we’ve been leaders in this, in this kind of niche for 20 years. We’ve been doing this for decades. So they lose any future, you know, brilliance that we come up with down tomorrow.

Maggie Ishak: [00:18:20] Okay, Lee, I know pricing is is something that we eventually want to, um, have a conversation about. Start doing some math in your mind of all those things that you write.

Lee Kantor: [00:18:29] I mean, it’s thousands of dollars. I mean, they’d have to get new virtual assistants to execute. They’d have to get new systems. They’d have to host the the content somewhere. You have to put the content somewhere. You have to then distribute the content. You have to, uh, you have to edit the content like it’s either going to be you or you’re going to hire someone to do that. So at some point they’re going to have to write checks or buy subscriptions to, you know, 20 different services in order to just do one show.

Stone Payton: [00:18:59] And or decide, okay, that’s not going to work either. So now I got to come up with this whole other approach of building real relationships real fast, and there may be some other ways to do that. I’m not aware of them. Um, so they would have to go figure that out if they just said, okay, I’m done with this set of tools. We did. You know, I, I don’t know, I don’t know, I don’t know what they would do.

Maggie Ishak: [00:19:22] Okay. So how does that make you think about your offer for studio partners and the pricing that you’ve currently got and the value that you’re giving them.

Stone Payton: [00:19:34] Well, it makes me think that we maybe should revisit it. We might need to consider making the, um, the price higher. A couple of things that are a challenge in that regard is actually our business. If you look at our business model, our existing pricing, if we can get 100 studios next year and then build to the 1000 studios that we want, we make plenty of money. So we don’t really need the pricing to make the money. I just wonder sometimes if we need higher pricing to to to be consistent with the value story that we, that we have. Um, it and I would, you know, I’d rather have 100 studios at the existing pricing than 50 at double the price. At the moment I’m more interested in the 100, and maybe that’s the wrong way to see it. Maybe I should be more interested in 50. At double the price, I don’t know.

Maggie Ishak: [00:20:25] What is your ultimate goal?

Stone Payton: [00:20:27] A thousand studios, a thousand people out there, using this platform to help them grow their existing business, and being in the Business RadioX business of serving their community and helping other people serve their clients.

Maggie Ishak: [00:20:42] Why a thousand?

Stone Payton: [00:20:43] We just. Well, actually, Lee’s done some math on it. I’d like to just because it’s a nice round figure.

Lee Kantor: [00:20:48] So the the rationale behind a thousand is there’s around 8000 chambers of commerce in America right now. And, um, I mean, that number may be plus or minus, you know, 500, but say 8000. And, um, I believe that there should be a Business RadioX supporting and celebrating the work of the top 15% of the most active chambers in America. And that would be good for those, um, a thousand markets if they had a media property out there telling the stories of the businesses in those markets, and that would help those communities. It would help the American economy, it would help all those entrepreneurs. So that’s where that came from. It’s the 80 over 20 rule, basically, of saying that we should be in the top, you know, 15, 20% of the markets that are out there.

Maggie Ishak: [00:21:42] Okay. So I have a question. You’ve been talking about working with coaches and consultants and and other genres of businesses. This is the first time I’ve heard you talk about chambers and using this tool as a way to support local business through the chambers.

Lee Kantor: [00:22:02] The chambers of commerce are an important component of our business. I mean, my studio in Atlanta, in Sandy Springs is in the Greater Perimeter Chamber of Commerce. I mean, I work arm in arm with the Chamber of Commerce. We’ve worked arm in arm with the Metro Atlanta Chamber of Commerce and with the business associations that touch Atlanta since our inception. I mean, so yes, chambers are an important part of our go to market strategy.

Maggie Ishak: [00:22:29] Okay. But thinking about the value that you bring to these potential studio partners, how could you leverage leverage Chambers to help you with that?

Lee Kantor: [00:22:39] Well, we work all of our studio partners have a relationship with their chamber of commerce. I mean, they all, um, a lot of.

Stone Payton: [00:22:46] Them have shows.

Lee Kantor: [00:22:47] Right, that are.

Stone Payton: [00:22:49] Have like a chamber show. And then they’re very involved with the chamber. And their positioning within the chamber is very differently, very different. And again, fast. Right. Because if I’m going to let the chamber come in and do a monthly show to celebrate its members and all that kind of stuff, then I’m probably going to be on the Jim Jam level of the board or whatever, you know, the Golden Circle or whatever they call.

Lee Kantor: [00:23:11] It, right? We don’t look at chambers as a way to make money. We look at chambers as a way to just enhance our, positioning within the community. So the chamber becomes our partner and they become a path to their members, because they’re going to invite their members on the shows that we’re going to help kind of co-produce together.

Maggie Ishak: [00:23:33] Right. So where where my brain went though, was you’re on this path to a thousand.

Stone Payton: [00:23:39] Mhm.

Maggie Ishak: [00:23:40] There’s 8000 chambers out there. Right. You want to target the top 1,520%.

Lee Kantor: [00:23:45] Right.

Maggie Ishak: [00:23:46] What’s stopping you from going directly to those chambers to find your next. Nothing stops.

Lee Kantor: [00:23:54] There’s nothing stopping us from doing that. It’s just that in order to. We need boots on the ground in the market. Like we can have a conversation with the Memphis Chamber of Commerce tomorrow. Stone and I, we can have a conversation with any chamber of commerce in America tomorrow. That’s not.

Stone Payton: [00:24:14] And we can have them on the air tomorrow.

Lee Kantor: [00:24:15] Right. We can be interviewing them.

Stone Payton: [00:24:17] So I have an analogy for this, and my analogy for the way we’ve tried to approach it so far, because the growth that we do have, and I mean, we shouldn’t be ashamed of the growth. We just we should have. We feel like we should have done a lot more, a lot faster. But because, like, if we do want to have a conversation with the Memphis Chamber, it’s a phone conversation and then it’s a virtual interview, right? I’m not going to hop on a plane and go down. Or maybe I should, I don’t know, but I feel like I’m hopping in a rowboat, rolling out to the middle of the bay, and then trying to sell somebody an outboard motor. Because, you know, the whole interaction with the Memphis Chamber is this virtual interaction that looks and smells a little bit more like their nephew’s podcast. So that may be a barrier I’m building for myself, but I feel like there’s, you know, because if if we were interviewing, if we were at Memphis doing some, some work live, then yeah, I think they would be all over it. And believe me, we wouldn’t have any challenge getting them or their members on the air. But as far as getting.

Maggie Ishak: [00:25:14] Them a studio partner.

Lee Kantor: [00:25:15] And that’s the challenge is identifying that right? Human being in the local market that believes what we believe and that can execute what we recommend executing. That’s that’s our challenge.

Maggie Ishak: [00:25:29] So how have you found your existing studio partners?

Stone Payton: [00:25:31] Uh God bless Mike salmon, first guy we put out in the wild. Uh.

Maggie Ishak: [00:25:36] Who’s Mike?

Stone Payton: [00:25:37] His name is Mike salmon. He’s he’s our Gwinnett, um, studio partner for another week. Uh, that’s another story because he’s he has sold that business. Um, and he’s, he’s sounds to me like he’s got a really nice exit. And the guy coming in, he’s got a great deal. You know, he’s got a lot going for him. But, uh, Mike, you know, he’s just because of the work that he’s done in Gwinnett, you know, he he he introduced us to the guy who runs the Business RadioX in Gainesville, the guy who runs it in Jefferson County, the lady who runs the Cumming Business RadioX operation. Um, so.

Lee Kantor: [00:26:11] John Ray.

Stone Payton: [00:26:12] What’s.

Lee Kantor: [00:26:12] That? John Ray.

Stone Payton: [00:26:13] John.

Lee Kantor: [00:26:13] Ray North Fulton.

Stone Payton: [00:26:14] So Mike salmon. That’s that’s that’s.

Lee Kantor: [00:26:16] He has been with us for 13 years. And, um, he just is a true believer. And he’s that guy evangelized the value.

Stone Payton: [00:26:25] His value system is so wholly consistent with our value system. Right.

Lee Kantor: [00:26:30] And he came from a traditional broadcast background. So he understood some of the way that traditional broadcasting goes to market. And he incorporated some of that into his work in Gwinnett. And he’s really made a go of it and successfully has run a studio for 13 years there, and now has sold it to go and do what? He’s something else. Well, something that he’s always wanted to do his whole life. And now the opportunity has presented itself. So he’s following kind of his little kid dream.

Maggie Ishak: [00:27:02] So okay, so I’m going to repeat back what I heard, though, you had an existing studio partner that believed so strongly in what you do that he evangelized for you?

Lee Kantor: [00:27:12] Correct.

Maggie Ishak: [00:27:13] Okay. So what?

Stone Payton: [00:27:15] With generosity to his. His evangelizing was not based on. I’m going to evangelize so that Stone and Leo write me a check for getting someone else. He did. He did it because he’s Mike and because he believes like us.

Lee Kantor: [00:27:27] And his values were similar to ours. I mean, he was the right person for us to to kind of award the first studio to.

Stone Payton: [00:27:35] Yeah.

Maggie Ishak: [00:27:35] Okay. So I do know some of your other studio partners and I don’t know Mike, but the ones that I know have huge hearts, right. And very much believe in what they do.

Lee Kantor: [00:27:48] Correct.

Maggie Ishak: [00:27:49] So this may this may come across really, uh, I don’t know what the right word is here, but have you actually asked them for referrals for other studio partners?

Lee Kantor: [00:27:58] We have.

Maggie Ishak: [00:27:59] Okay. And how has that gone?

Lee Kantor: [00:28:03] We haven’t gotten as many studio partner referrals from anyone else other than Mike than Mike.

Maggie Ishak: [00:28:09] What differentiates Mike from your other studio partners? What makes the value for him?

Stone Payton: [00:28:15] He has a full head of hair, I tell you that. Good looking kid. You know, they’re all kids to me. He’s probably 40 something, but anyway. But what?

Maggie Ishak: [00:28:24] No, really. What differentiates Mike?

Lee Kantor: [00:28:27] I don’t know. I mean, I think his level of generosity is exceptional.

Stone Payton: [00:28:31] Which is one of our key values, by the way. Maybe our most important one, right?

Lee Kantor: [00:28:35] I mean, um, I, I don’t know. I don’t have a great answer for you.

Maggie Ishak: [00:28:44] Can I give you that as a piece of homework?

Lee Kantor: [00:28:46] Absolutely. Yeah.

Maggie Ishak: [00:28:48] What makes him different? And then maybe asking him what value he’s gotten and how would he characterize that? And maybe that’s what needs to be.

Lee Kantor: [00:29:02] Well, he’s.

Maggie Ishak: [00:29:02] Got.

Lee Kantor: [00:29:03] I mean, he I mean, I’ve been to his house when he bought his house where he lives now.

Maggie Ishak: [00:29:08] Okay.

Lee Kantor: [00:29:09] And he stood up in front of everybody and said, this is the house that Business RadioX built. And he said he wouldn’t be here any minute.

Stone Payton: [00:29:17] He meant.

Lee Kantor: [00:29:18] It. Right?

Maggie Ishak: [00:29:18] Does he have, like, a Business RadioX tattoo on him? Maybe.

Lee Kantor: [00:29:21] I mean, he is the. He appreciates us at a level. Maybe other people don’t appreciate us because he knew what it was like before us, and he experienced what it was like after working with us and some of the other people. I don’t know if they, uh, give Business RadioX the credit that, um, that maybe they should.

Stone Payton: [00:29:49] Well, and occasionally that happens at the client level, too, right? Right. You forget.

Lee Kantor: [00:29:54] I mean, I’ve had I’ll tell.

Stone Payton: [00:29:55] You.

Lee Kantor: [00:29:56] Specific examples. Um, because what we do every day is we invite people on shows, right? And that’s how we make our first impression, and we build a relationship. You know, one on one, face to face in this kind of studio environment. And then I’ve had, um, people, clients have a show, meet the person for the first time, build the relationship, and then they start doing business a year later and they don’t remember that they the first relationship began here. They think it happened because they kept talking to them over the next 12 months, and they forget that the first the reason they met was because we had a tool that helped them meet and build and start a relationship in a very organic, authentic manner. And sometimes they forget that, and sometimes they make that. They minimize that. And to us, the first relationship, the first conversation is the hardest one. And this tool allows you to make a lot of first conversations elegantly, in a service minded way, and sometimes you forget. And sometimes we have to do a better job as Business RadioX to remind people, you know, when we’re working with our clients, hey, you know, you didn’t know that person before, or here’s a list of all the people that you had on your show. How many of them are you doing business with now? Because when they come on a show, it’s not like they start doing business the next day. It’s not like you’re at the grocery store and you buy it. You see a snicker bar and you buy a snicker bar. This is something that could take months, and then all of a sudden you’re doing business and you kind of forget how you met.

Maggie Ishak: [00:31:42] Or they introduce you to somebody and it’s because of the show.

Lee Kantor: [00:31:45] But.

Maggie Ishak: [00:31:45] You forget that connections, right? Not obvious.

Lee Kantor: [00:31:48] Right. So that I think, sometimes hurts us because our system is so elegant and authentic that you kind of forget sometimes that without it, it was a lot harder to meet people. It was a lot harder to have those first conversations. It was a lot more awkward, or it felt a little salesy or inelegant, where in our situation it’s very authentic, it’s very elegant and it’s very service minded. So sometimes you just don’t connect the dots that it was this that really helped you kind of launch. It wasn’t kind of your charm and good looks.

Maggie Ishak: [00:32:23] Okay. Stone, did you want to add something to that?

Stone Payton: [00:32:26] No, I think he said it very well. So yeah, it does happen. Yeah.

Maggie Ishak: [00:32:30] Okay. So I’m going to maybe connect a couple of dots here and and throw out something for, for consideration. So think back to your conversation around your ideal client okay. And what you just described in the last few minutes about around people that need or that people that have that mindset of generosity and have that the same value set that you do. But also what I just heard you say will likely appear Appeal to those who are in a service space who aren’t naturally conversational and naturally are wanting to strike up these conversations at networking events and find ways to build relationships in a way that is authentic, right? That it feels it has that ick factor to it. Correct. Right. How would you characterize that? And and and put a value on that for somebody where that’s their hurdle between them being successful in their business and them not. Right.

Lee Kantor: [00:33:33] Well, to me that’s really I mean, you can’t put a price on it. The price is every all the money. It’s your whole business. It’s your whole.

Maggie Ishak: [00:33:40] Yeah.

Lee Kantor: [00:33:41] This is the lever that solves that problem that gets you out of your own way. I mean, a key component to our business is my own introversion. I am a hyper introvert. I do not like being around people. I don’t like going to networking meetings. I’m 100% an introvert. I created this whole system for me. I wanted a way to get people to come to me. I didn’t want to be the person that are that’s going out there and shaking hands and and making small talk. I hate that. So I created this in order to create my. I wanted a seat at the table, so I made my seat at the table. I’m I’m sitting in in stone seat, and I am I’m hosting these shows. So that creates my space to bring people to me in a way that fits my personality. I don’t have to sit here and schmooze and do all this stuff that introverts hate. I can just invite people, hey, do you know anybody doing interesting work? Hey, know anybody doing interesting work? My superpower is I’m a great listener. I know how to do active listening, and I’m curious. So if I can just meet people and invite them in here, People are going to want what I have so I don’t have to pitch myself anymore. I don’t have to do any of that icky sales stuff anymore.

Maggie Ishak: [00:35:06] Do you tell that story?

Lee Kantor: [00:35:08] I’ve told the story.

Stone Payton: [00:35:10] But maybe not enough to another.

Maggie Ishak: [00:35:12] I’ve not heard that story.

Lee Kantor: [00:35:14] Well, that’s the.

Maggie Ishak: [00:35:15] Maybe I’m.

Lee Kantor: [00:35:15] Not in the right place.

Maggie Ishak: [00:35:16] To hear the.

Lee Kantor: [00:35:17] Origin. That’s the origin story of this business.

Maggie Ishak: [00:35:21] How can you take that origin story and scream it loudly?

Stone Payton: [00:35:26] I do think we need to scream it loudly and make sure we scream it loudly in the right places. And at the other end of the continuum is me. I’m not.

Maggie Ishak: [00:35:36] You’re not the hyper introvert.

Stone Payton: [00:35:37] I’m not remotely introverted. I am the guy that has a handful of jokes that always hit. I am the guy that’s happy to shake hands, but I get a great deal of emotional compensation. I’m a cheerleader. I really enjoy helping other people, being nice to other people. And this just lets you do that. You can be so nice to so many and it all and it all comes back to you. So so you get that piece of it. But just the the emotional compensation of being the local Business RadioX person. I can do so much for the lady that runs the flower shop, the the person who’s running the nonprofit, and the fractional exec that doesn’t know how to do business development. And I can I can help all of them. And I can be the, the the nice guy. And I can pick and choose my moments when I want to be in groups of people. And when I am, I’m the cool guy with Business RadioX. I’m not the, you know, the guy trying to hand you his business card and and force you into a cup of coffee next Monday. And I love being in that position. And there’s a degree of emotional compensation that comes with that for me, that, uh, it almost supersedes the, the financial compensation. But, you know, I do find that the the more people you can help, the more money you make. This has been my experience over the last, even more than the 20 years since I jumped on Lee’s coattails. The more people you help, the more money you make. And the more money you make, the more people you can help. And I mean, once you get that flywheel going, I mean, you can’t you couldn’t stop it if you wanted to. So for me, it’s great at the extremes. I don’t know about the people in the middle, but, um, if you really enjoy being nice to people and helping other people, I. This is a really cool way to be able to do that and help all kinds of people.

Maggie Ishak: [00:37:29] I think you just said your messaging.

Stone Payton: [00:37:33] Good. We should have recorded it maybe. Oh, we did, didn’t we? Oh, perfect.

Maggie Ishak: [00:37:36] We’ll go back and listen to the recording. But if you like helping people, you also mentioned this flywheel. That doesn’t stop now. I heard, um, Lee, you said hyper introvert. Okay. Yeah, I would imagine that if you go out there and say, we have a solution to help the hyper, hyper introverted people who own businesses be able to sell without selling, you’ll have a line going out the door or some variation of that. I mean, maybe this is what’s also keeping some people from starting their own business because they don’t have a way to go talk to people and build those relationships, and they’re deathly afraid of it. Um, by the way, there’s a there’s a coach that I know her niche is introverted people.

Stone Payton: [00:38:29] Mm.

Maggie Ishak: [00:38:30] Like, that’s how she markets.

Stone Payton: [00:38:34] Interesting.

Maggie Ishak: [00:38:38] To saying.

Stone Payton: [00:38:41] Okay.

Maggie Ishak: [00:38:42] If that’s where you’ve had the most success. Now go back to Mike that you mentioned a few minutes ago. Is he hyper introvert?

Lee Kantor: [00:38:48] No. We haven’t had the most success with.

Maggie Ishak: [00:38:50] The.

Lee Kantor: [00:38:50] I’m the only introvert.

Stone Payton: [00:38:51] Mike’s a little bit more like me. Mike has a stronger work. Mike is willing to go out and do more of the day to day group networking stuff. So I guess while I’m at the other end of the extreme of the continuum in terms of being an extrovert, I don’t know, maybe I’m a little bit aloof, or maybe I’m really protective of my time, or maybe it’s a I don’t know what it is, but I don’t enjoy the standard networking. Hey ho, what do you do? What do I do? You know, what do you need? That just drives me nuts. I enjoy genuine conversation. I would rather have a genuine conversation with someone that I know I can help with these toys, even if there’s no way in a million years that I’m ever going to see any money out of that, then I would like I’d rather have that conversation than, you know, this transactional exchange and have somebody pay me a few thousand bucks. You know, I just, I, I really like being the being the cool guy in town.

Maggie Ishak: [00:39:48] I just with the toys.

Stone Payton: [00:39:50] Yeah.

Lee Kantor: [00:39:51] Well, I mean, I’ll ask you a question. You mentioned earlier that when you started your coaching business, you were doing all of the things that I.

Maggie Ishak: [00:40:01] Joined BMI.

Lee Kantor: [00:40:01] And you did all those things.

Maggie Ishak: [00:40:03] And the.

Lee Kantor: [00:40:03] Change. So now I will challenge you. Now, when you were doing that, were you what was differentiating you amongst any of the other members of those same groups? Like what was making you different in terms of your service provider, just like all of them?

Maggie Ishak: [00:40:22] So being very transparent at the beginning, not a whole lot. Okay. I had to find my voice. I had to find what made me different, what made me unique. And I also got involved and helped. And I demonstrated my value by finding ways to help others without the compensation. And then people got to know me and what I was capable of. And now that’s finally, almost two years later.

Lee Kantor: [00:40:51] Right. So you took the traditional route that Stone explained or talked about earlier that you went in, you became a member, you got the lay of the land, you started taking leadership roles, you volunteered, you started doing all this stuff that I mean, that’s the playbook that I’m sure your coaching organization that you work with, they recommend you do some variation of that, right? Join the the close contact networking like a BNI, join the chamber, take volunteer, take leadership positions, etc.. That’s kind of their go to market strategy. So our position in that, and this is something we talked with Tricia about, is we want to be in that playbook of these coaching associations. We want them to recommend. Oh, you should also own a be the Business RadioX studio partner, because now you’re the media, you’re the local business media outlet in that local market, and now you’re different than everybody else. Now, when you go to the BNI in the chamber, you’re no longer the coach. You’re Maggie, the host of, you know, Memphis Business Radio. Now, you’re the one that’s going out there telling the stories in that community. Now you’re different than everybody else, 100%. You’re no longer kind of another one service provider in the market. You’re the media, you’re the cheerleader. You’re the supporter. You’re the one celebrating all the good work there. Now you’re positioning shifts and being the media has its benefits 100%.

Maggie Ishak: [00:42:23] I’m not disagreeing with you. Right.

Lee Kantor: [00:42:25] That’s that’s what we’re thinking is the lever that we need to be kind of, uh, kind of pulling on is that we want to be part of any coaching groups or service providers kind of go to market strategy. We want to be part we want to be recommended, just like your coaching organization recommended. Join BNI. We want them to say be a Business RadioX studio partner.

Maggie Ishak: [00:42:51] Okay, so of the going back to the first session that you did, going back and looking at your prior interviews, I would imagine you’ve got a number of people in your roster that belong to these various organizations, people.

Stone Payton: [00:43:06] That we’ve interviewed. Yeah. Come on on. Yes, we do, because we’ve done a coaching series for a couple of years now. Wildly successful. They love it. Yeah. But we haven’t come back to them effectively with this value proposition of, you know, doing, you know, being the Memphis Business RadioX.

Maggie Ishak: [00:43:23] Okay. So let’s build that out. So you guys just I mean, in the last I don’t know how long we’ve been here now, but, um, you’ve talked about immense value that you create. That takes them 2 to 3 years and sometimes even longer to longer, to build through alternative channels.

Lee Kantor: [00:43:44] Right through the traditional model that go to market strategy requires a lot of time, effort, and resources in order to execute.

Maggie Ishak: [00:43:52] Yeah, you said time, money systems, right?

Lee Kantor: [00:43:54] So if they partner with us, they can be a lot more successful, a lot more quickly.

Maggie Ishak: [00:44:00] Okay. So do you have a couple of coaching organizations or other networks of coaches that you can go to? I mean, off the top of your head, I know there’s one.

Lee Kantor: [00:44:09] Right? So I mean, but we haven’t we haven’t had a chance to have the conversation with the leadership of those groups yet. I mean, but that is on our kind of roadmap of, okay, we want to identify and we’ve already done that identified like the top 30 to 40 coaching organizations and then come up with a plan to get in front of them to at least kind of pitch, hey, we want to be part of your franchisee or coach. Go to market strategy.

Stone Payton: [00:44:42] So I love that idea and no doubt in my mind, I know that we can get in a conversation with the Grand Poobah of XYZ coaching franchise or association or whatever, and we can tell them, oh, by the way, we’ve interviewed a dozen of the coaches in your system, but a lot of those interviews will have been virtual.

Lee Kantor: [00:45:04] Right?

Stone Payton: [00:45:05] Right. And so I guess I’m a little bit stuck on this whole rowboat, you know, selling them an outboard motor thing. Um, I’m just trying to think, what is the.

Maggie Ishak: [00:45:14] Where’s the gap for you? Where’s the gap for you?

Stone Payton: [00:45:17] Everything that they’re experiencing in our in our building, our relationship with them and everything that the that they’re dozen members whom we’ve interviewed is not what we do. It looks and tastes and smells a lot more like traditional podcasting as opposed to business development. Business development.

Lee Kantor: [00:45:36] Well, and the experience the real life experience.

Stone Payton: [00:45:40] But we ought to ask her about her. You. Because you’ve been a guest on the show.

Maggie Ishak: [00:45:43] I was in this room.

Stone Payton: [00:45:44] Right. So, I mean, it’s we’re operating under the impression that the guest experience is. Well, we know at the local level to grow a studio, to grow a market. The guest experience is everything, but like.

Maggie Ishak: [00:45:54] Yeah, but you’re talking about from the coaching organization, like.

Stone Payton: [00:45:57] Right. Like, how do we make that?

Lee Kantor: [00:45:58] Right. Like, so, for example, Tricia is working with us. She works with us as studio partner in Houston. Everything she’s done with us has been virtual. She’s never had this experience. She’s never done what you’ve done. Okay. Sat here face to face in front of people with a microphone and headphones. She’s never done that. Your experience with us is different than hers. Okay.

Maggie Ishak: [00:46:22] Does it matter?

Lee Kantor: [00:46:23] I think it does, because I think you have the visceral experience of what it’s like to share the microphone and headphones with other people in this environment where she has just done podcasting in the way that podcasting is done now virtually over zoom, and we try to kind of emulate or try to create an experience that’s similar to this, but it’s never this. It’s kind of like this, but it’s not this.

Maggie Ishak: [00:46:53] Okay? Versus I’ll drop a name John Ray.

Lee Kantor: [00:46:57] Wright.

Maggie Ishak: [00:46:57] Who has an in-person studio.

Lee Kantor: [00:47:00] Right, right.

Stone Payton: [00:47:01] And he started out by he was probably a guest on one of my shows at some point, I’m sure, as a fractional exec because, sure. Um, and then at some point he started like co-hosting with Mike, and then he grew into be a business radio studio partner, and he’s done a fabulous job as well. But again, I’m just trying to envision the conversation with the, you know, the Grand poobah of a coaching organization based out of wherever Memphis. Let’s just we’ve been talking about. All right. So what is my sales process? Because we know this sales process works. I mean, right.

Lee Kantor: [00:47:31] So they’ll have never experienced this.

Stone Payton: [00:47:33] They will have never.

Lee Kantor: [00:47:34] Have only experienced virtual over zoom.

Stone Payton: [00:47:37] Unless we go do Radio Day or something.

Lee Kantor: [00:47:39] Right?

Maggie Ishak: [00:47:40] Okay, so let’s let’s think about this for a second. The so so Stone, you’re asking the conversation that I have with a studio partner. A singular studio partner is very different than the conversation I have with the CEO of a coaching organization that is training coaches and bringing them online. Well, right.

Stone Payton: [00:47:57] That would be different. But also just having a sales process aimed at serving a prospective, a prospective studio partner in Memphis is very different than if you and I were talking about having you be a studio partner, if John Ray wasn’t already there, if that, it would be right now if you and I were having a conversation about you being a studio partner in Alpharetta, that’s that’s going to take on a whole different dynamic than me having a conversation with you if you were in San Diego.

Maggie Ishak: [00:48:25] Why?

Stone Payton: [00:48:26] Well, maybe I’m wrong. I’m just saying.

Maggie Ishak: [00:48:28] Tell me, tell me, tell me your line of thinking. Why is that different?

Stone Payton: [00:48:31] Well go ahead.

Lee Kantor: [00:48:33] Well, because you’ve never you in San Diego. The person we’re talking to there never had this experience.

Maggie Ishak: [00:48:40] Does it matter? I’m sorry. I’m not being snarky.

Lee Kantor: [00:48:43] I think it does.

Stone Payton: [00:48:44] Well, we’re operating under the impression that it does, but maybe it maybe it does.

Lee Kantor: [00:48:49] It matters less.

Stone Payton: [00:48:50] Than.

Lee Kantor: [00:48:50] We think. I mean, maybe it does.

Stone Payton: [00:48:51] And maybe we’re building a wall that we shouldn’t be building, I don’t know. But to us, this is so different than a virtual interview.

Maggie Ishak: [00:48:59] Doesn’t change the end result that the host of that show has people coming to them saying, I want to be on your show.

Stone Payton: [00:49:12] No. If they’ll if they’ll do the thing and then and then do this where they are, it’ll absolutely work. I’m just talking about our sales process to with them of getting them to do this in San Diego. But again, maybe we’re building barriers that aren’t really there.

Maggie Ishak: [00:49:28] Have you asked anybody.

Lee Kantor: [00:49:31] Have we asked?

Maggie Ishak: [00:49:32] Have you queried anybody if that matters? Have you gotten any feedback to say that it does matter or doesn’t matter?

Stone Payton: [00:49:38] Um, just lack of them going all the way through the process and actually pulling the trigger to start a studio.

Maggie Ishak: [00:49:45] So your funnel is more successful going through in person than in person?

Stone Payton: [00:49:52] Yeah, the in-person stuff we are really, really good at. I mean, we have extremely fine tuned, you know, we can we we know exactly what to do when you have a physical studio. There’s so much that happens in this room and it’s all by design. It’s all done with intent. Um, but maybe we just could get a lot better at using the major parts of our methodology and having those initial, um, maybe again, maybe it’s self-created barriers, but to get the person that’s out of town to understand the the value of the dynamic that’s created in this room.

Maggie Ishak: [00:50:30] So I agree with you that there is an extra benefit that you get from being in person. 100%. But to go from 100 down to zero when you go from in-person to zoom or some other virtual, right, does it really go down to zero?

Stone Payton: [00:50:52] I’m sure the answer is no.

Lee Kantor: [00:50:53] It probably doesn’t go down to zero. Um, but does it go down to a number that’s, uh, enough for them to say, okay, I’ll try this virtually.

Maggie Ishak: [00:51:07] How could you test that?

Stone Payton: [00:51:10] Well, you know how how? Because it was on the heels of Covid. The way I got my studio going actually was virtual. So I guess we could say. Oh, and here’s how we do it to make this work. Over the long haul, you’re going to need a studio. You’re going to want a studio. You’re going to make a lot more money, help a lot more people. If you have a physical studio and in most cases you probably won’t even have to pay rent. Most of our studio partners don’t pay rent because they don’t. John Ray doesn’t. Yeah. Yeah. Okay. And we’ve learned that the best way to get this thing going quickly is to get a dozen, 15 interviews in the can. And the best way to do that before you, you know, start going to get space and building out a studio and equipment and all that. The best thing to do is to do virtual. So maybe if we if we if we just told them that, but we we made the expectation very clear that after this much money or after this many interviews, now it’s time for you to go get your studio.

Maggie Ishak: [00:52:03] Well, it sounds like the studio is to their own benefit.

Stone Payton: [00:52:06] Oh, yeah. Oh, yes.

Lee Kantor: [00:52:08] Right. So maybe that’s the secret is to make it undeniable so that they want to have their own studio because they’re going to get to that next level.

Stone Payton: [00:52:18] Yeah, maybe that’s the framing. And and we actually do have precedent for that. And I, I really think that’s for Tricia is I do think Trisha. Tricia intends to have a physical studio in the veteran Chamber of Commerce, and we’ve got precedent with the way I launched this one. And then if we have precedent with Tricia. So maybe that’s the way. So we just up front here’s here’s the process and and it may maybe won’t feel as big a hairy a deal to them if they don’t have to worry about the studio just yet. Just follow all the other parts of our methodology.

Maggie Ishak: [00:52:52] So question would launching virtually remove a barrier for your prospects just to get them started?

Lee Kantor: [00:53:04] Yeah, for sure. Because I’m thinking, yeah, because they can just start by doing what they’re doing now. They don’t need anything else other than sending some messages on LinkedIn.

Stone Payton: [00:53:16] And or.

Maggie Ishak: [00:53:17] Going to their local chamber or wherever they’re locally.

Lee Kantor: [00:53:19] They’re doing anyway. Probably. Right. Right.

Stone Payton: [00:53:25] So I think that. So what’s.

Maggie Ishak: [00:53:27] What. So what would be a next step. What would, what would what would get some momentum behind this.

Stone Payton: [00:53:32] Well, that really informs my conversation with a prospective studio partner because because that that I can change on a dime. Um, still got to go back and figure out, okay, what’s the best way to get the conversation in the first place? And maybe it really does go back to our root methodology of if we want to have a conversation with them, we interview them just like we would if they were in a local market.

Lee Kantor: [00:53:57] Right. Well, I mean, that’s our I mean, we’re a one trick pony, right? Right. We meet people the same way. We invite people on shows. That’s how we do what we do.

Maggie Ishak: [00:54:06] So you want to be targeted about who you invite, right?

Lee Kantor: [00:54:08] Of course. But let’s go. Let’s pose the question to you. You’re now you’ve gone through this. You’ve been a guest on a show.

Maggie Ishak: [00:54:17] Huh?

Lee Kantor: [00:54:18] Um, now that you have an idea of what this is and how it works. And you were like, wow, let me see how I can implement this in my world. Um. How what would be kind of the pricing that you would be like, oh, that’s a no brainer. And you throw your credit card across the table versus, oh, that’s let me think about that.

Maggie Ishak: [00:54:43] Okay, I’m going to answer your question, but I’m going to answer it in a different way. Okay. Um, I am not a technical person. Right. So if you told me, Maggie, starting starting a show like this is a great way to get clients. I’m immediately going to close my ears, because that thing on the desk there, I don’t even want to touch it. The cables, like I don’t. So for me, there’s a tremendous value lie in knowing that all that stuff’s just gonna happen. Okay. The social media part. I’m not great on social media. If you said that’s magically going to happen, right? And if then you told me you’re going to have people knocking on your door wanting to talk to you.

Lee Kantor: [00:55:25] Right.

Maggie Ishak: [00:55:26] Okay, let’s add up how much money I’ve spent for other networking associations over the last year. Your fee pales in comparison to that time and money and resource that you describe that I’ve spent.

Lee Kantor: [00:55:38] Right.

Maggie Ishak: [00:55:38] So I know your fee. I’ve seen it.

Lee Kantor: [00:55:42] Is it a no brainer?

Maggie Ishak: [00:55:45] Okay. Those who are listening can’t see the look on my face.

Stone Payton: [00:55:51] She thinks it’s a no brainer at our current.

Maggie Ishak: [00:55:52] When you describe what you describe and the benefit that a host would get. Yes, the scales are definitely tipped in the favor. It’s a matter of you articulating the value. Now I’m going to also add this to you. I know John, I know Tricia, I know Joshua, okay? I don’t have the pleasure of knowing Mike. Okay. Um, when I looked at what they did. Like when I first met John, I took it purely at face value. He’s just interviewing people. He’s a nice guy. You go have a conversation with him in the studio. That was kind of fun. It didn’t occur to me at the time that I was doing it. What? What those next steps or what what happens after. And I think if you can find a way to help educate and articulate that, then your value goes way up.

Lee Kantor: [00:56:46] Well, I mean that again, that was by design because you went in there with your sales radar down. You weren’t thinking that there was any kind of business model around this.

Speaker5: [00:56:57] And John, such a nice person. Right.

Lee Kantor: [00:56:59] Well, again, that goes to our choosing the right people to be the.

Stone Payton: [00:57:03] Yeah, we need more John’s and more mikes.

Lee Kantor: [00:57:05] And so at some point, did he ask you if you wanted to have your own show?

Speaker5: [00:57:12] No.

Maggie Ishak: [00:57:14] At least I don’t remember him asking me that.

Lee Kantor: [00:57:17] Well, he might have. And you just. It didn’t occur to.

Maggie Ishak: [00:57:19] You it might have went in one ear.

Lee Kantor: [00:57:20] Out because you because you had that kind of aversion to technology and all these things. And that might have been a bridge too far. So you didn’t even consider it.

Maggie Ishak: [00:57:29] Maybe not. And Joshua didn’t either.

Lee Kantor: [00:57:31] Right.

Speaker5: [00:57:35] So.

Maggie Ishak: [00:57:35] But but can I share this with you? Okay. I was talking with a good friend of mine, um, who was a business owner, just on Friday, and he told me he was looking for podcasts to guest on for some visibility. Right. Okay. And I asked him because I had just talked to you, Stone. I said, what’s preventing you from doing your own? And he we were on zoom and he looked at me. He’s like, oh. And he’s he’s techy in his own way, right? He’s like, I don’t want to deal with the publishing and the editing and the social media. I was like, what if there was a way to do that for you? And he perked up. He’s like, there is. That was the email I sent to you this morning.

Stone Payton: [00:58:19] Thank you for.

Speaker5: [00:58:19] That.

Maggie Ishak: [00:58:21] So that’s all it took?

Stone Payton: [00:58:23] Right.

Maggie Ishak: [00:58:26] He’s interested.

Stone Payton: [00:58:27] Good.

Maggie Ishak: [00:58:29] And and I think your price point is very doable. Like to that to that business owner who’s at a certain stage in his business, that price point to continue to build authentic relationships. And he is a relationship builder and he is that same of those same values and kind of cut of that same cloth. So I think it’s just a matter of leveraging the people that you have in your network that already have those values to find those other like minded people with the same values.

Speaker5: [00:58:57] That’s maybe I’m being during this.

Stone Payton: [00:58:59] Conversation.

Lee Kantor: [00:59:00] A lot of homework for you.

Stone Payton: [00:59:01] Well, the values and the people who who think like us and do get emotional compensation and financial compensation from genuinely serving other people, maybe is there. How do you I mean, is there a I mean, you can feel them out and have conversations with them, but I mean, should we have some kind of formal assessment along those lines too? Or do you think it’s more just get to know them through our normal relationship?

Maggie Ishak: [00:59:25] What would you assess their values.

Stone Payton: [00:59:28] Are they really.

Lee Kantor: [00:59:29] Right? We have to we have to kind of determine are they a relationship person or a transactional person, like some sort of.

Maggie Ishak: [00:59:35] And I think all you have to do is ask a few people that know them.

Lee Kantor: [00:59:39] So you think it’s through other people that you would determine that rather than anything they said. So.

Maggie Ishak: [00:59:44] So by nature of so I’m gonna I’m gonna consider myself a values based person and wanting to build relationships. And I consider myself in your camp because what you’re saying really resonates with me. Okay. The person that I sent the email to connect you with this morning is also cut of that same cloth. And I think like breeds like. And so I would imagine if you ask John Ray, who are the people that are close to him. And who are the people that that that have those same values? He could probably give you a list. And you asked Tricia and she’d probably give you a list and it could just.

Stone Payton: [01:00:21] Right. And we really haven’t made that ask consistently, methodically. We’ve mentioned it before, but we haven’t.

Lee Kantor: [01:00:29] Right.

Stone Payton: [01:00:30] Yeah.

Maggie Ishak: [01:00:31] So can I throw that out as another bit of homework for you?

Stone Payton: [01:00:36] Homework. I got a whole pad of homework.

Lee Kantor: [01:00:39] That’s why we’re doing this. Absolutely.

Maggie Ishak: [01:00:41] That’s what you get with these sessions? No, but but being very deliberate about asking your existing partners whom you hold in high regard.

Stone Payton: [01:00:50] Right.

Maggie Ishak: [01:00:51] Who else is in your circle that shares these same values?

Lee Kantor: [01:00:54] And it’s a great, great exercise we should be doing.

Maggie Ishak: [01:00:57] And then you could test your pricing and test your conversation. And oh, by the way, you could just offer them to be a guest on your show as well since that’s what you do best.

Lee Kantor: [01:01:04] Right, exactly.

Maggie Ishak: [01:01:05] And maybe use that as a conversation. Now, Lee, when when you and I met about a year ago. Had you asked me, how difficult is it for you to find clients? I don’t know that you would have asked me that, because that would have been a tough question to answer on air. I would have told you. Wow, this has been this has been a lot more challenging than I anticipated. And and that could have swung the door wide open. But I know you’re not selling. That’s not your intention.

Lee Kantor: [01:01:26] I’ll tell you, when we do the show, we do ask typically a marketing question. And that marketing question in our business, are our relationships important to you? That I probably did ask some version of that during the conversation. And then depending on your answer, it would have determined what was the next, um, yeah, kind of move to make.

Maggie Ishak: [01:01:49] So maybe I didn’t answer it in the right way, I don’t know.

Lee Kantor: [01:01:51] I mean, we could go back and kind of see, uh, the paper trail that’s associated, but we we’re trying to be better in, in our systems to make sure that that question is asked and also to have a follow up path, uh, based on that answer. So we are trying to be better in that area in terms of tightening our systems, because that is an important component of our methodology, is when you’re the hosting mechanics we recommend to our our partners is to ask some sort of a marketing question to your guests so that you can determine if they are a prospect for other services you might be offering.

Maggie Ishak: [01:02:32] So now you’re going to make me go back and listen to the shows that I’ve been on to look for that question.

Lee Kantor: [01:02:36] Well, I mean, that’s how we go to market.

Maggie Ishak: [01:02:39] Okay. Um, and then but before we wrap up, I want to come back to kind of where we started all of this with you targeting maybe coaching organizations or kind of, you call it the Grand Poobah. Like, how do you. Right. Um, is that still top of mind for you now, or are you wanting to take a little bit of a left turn? I don’t want to call it a left turn because that implies, um, but maybe just take a different path.

Lee Kantor: [01:03:04] Right.

Maggie Ishak: [01:03:04] On the road to 100 and road to 1000.

Lee Kantor: [01:03:06] Well, in order to get to 101,000, we have to have kind of multiplier effect. So it is part of that journey is to get in front of people that are leading these types of organizations that have hundreds of, not thousands of, of the right prospects, you know, within them. Uh, so that’s definitely part of the path. We want to have meaningful conversations with people who are leading those types of organizations so we can and we think we have to ideally get invited by somebody who is one of their members to say, hey, you should talk to these people. They might have something that could benefit all of the members.

Maggie Ishak: [01:03:43] Okay, so hint, hint, there is an organization, um, of which one of your studio partners and I are members, and that organization also operates with very strong values and a strong culture that I believe aligns with your model. And so I think it’s just a matter of An introduction and a conversation. Because I think there’s a lot of other people like me that are looking for ways that where I was a year ago, year and a half ago, to launch my practice without all of the time, money and systems that you talked about earlier. Um, I think it could provide immense value.

Stone Payton: [01:04:30] Well, it makes me think, you know, all of this. You and I know how easy all this is because he and I aren’t technical either. But all of this is does feel big and hairy. And I think maybe sometimes we get desensitized to how easy we take for granted, maybe how easy it is for us to meet people and build new, real relationships, and how easy it is for us to strengthen existing relationships, and how easy it is for us to be nice to a lot of people who are never going to write us a check, but it’s still just good mojo. I well, I won’t speak for you. I think maybe sometimes I take all that for granted. And so I fail to communicate that. And when I’m, when I’m talking to a prospective client.

Lee Kantor: [01:05:18] Right. And I think that we underestimate the pain that they’re going through to do the same thing.

Stone Payton: [01:05:24] Right? Right.

Maggie Ishak: [01:05:25] Lee 100%, 100%. Now, can I throw a couple of other, um, just things to consider when you think about if you’re just thinking about coaches.

Stone Payton: [01:05:36] Yeah.

Maggie Ishak: [01:05:37] You know, there are groups like ICF, the International Coaching Federations, there’s a number and there’s a local chapter here in the Atlanta area. There’s chapters all over the country. Um, there’s there’s other groups like that, other groups like Focal Point that have groups of coaches. Um, there’s there’s also others that are out there that are trying to market to coaches, right. You know, finding ways maybe to align with them as well. I mean, I think. Lee, I think the point you made a minute ago needs to be really be kind of hyper focused. You don’t necessarily see the pain that so many of these people go through, and how many of them hang their shingle up. And then after a year or two, they have to take the shingle back down, right?

Lee Kantor: [01:06:30] Because it was harder than they thought.

Maggie Ishak: [01:06:32] That hyper introversion or, or other things around that. Yeah. And so going back to the value.

Stone Payton: [01:06:38] Um. Well, that’s encouraging to hear.

Maggie Ishak: [01:06:45] All right. So what else is on your mind today?

Lee Kantor: [01:06:48] Well, I think we covered quite a bit. And I want to make sure before we wrap up, um, that people know how to contact you. What’s the best way to. Yeah, probably the.

Maggie Ishak: [01:06:57] Easiest way to find me is on LinkedIn. Um, Maggie. Maggie. Last name is Ishak. I s h a k. Um. Go find me on LinkedIn and send me a connection request and tell me that you heard this show.

Lee Kantor: [01:07:10] All right.

Stone Payton: [01:07:11] And then this time next year, you can just reach out. Reach her at Business RadioX. Maggie, thank you so much. This has been incredibly helpful.

Maggie Ishak: [01:07:20] I’ve enjoyed it. Thank you for having me.

Stone Payton: [01:07:22] Our pleasure.

Outro: [01:07:26] Thanks for listening to Scaling in Public. The next Business RadioX 100 markets. Are you ready to enjoy a steady stream of discovery calls and finally, stop being a best kept secret? It’s time to step out of the shadows and watch your coaching business grow. Let’s fill your calendar ten discovery calls in a month, guaranteed. Go to Birr to download the free Business RadioX playbook.

 

Discover the Seven Growth Secrets That Propel Companies to Success

January 27, 2026 by Jacob Lapera

High Velocity Radio
High Velocity Radio
Discover the Seven Growth Secrets That Propel Companies to Success
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In this episode of High Velocity Radio, Lee interviews Nicolas Darveau-Garneau, author of Sequoia Not a Bonsai and CEO of Garneau Digital Advisors. Garneau shares proven growth strategies from his experience at Google and consulting with top companies, focusing on ethical profit maximization, customer lifetime value, and data-driven digital marketing. He highlights the power of continuous experimentation, AI integration, and aligning teams around meaningful KPIs. Practical examples show how these principles benefit organizations of all sizes. Garnaut encourages listeners to start small, test ideas, and leverage AI for sustainable business growth.

Nicolas Darveau-Garneau (“Nick”) is a leading expert in growth, artificial intelligence, and digital transformation with over 25 years of experience at the intersection of technology, strategy, and innovation.

He previously served as Chief Evangelist at Google, where he partnered with the C-suites of more than 1,000 of Google’s top global customers to accelerate their digital transformation initiatives. He also held the role of Chief Strategy and Growth Officer at Coveo, a leading AI company.

A seasoned entrepreneur, investor, and analyst, he has been at the forefront of the digital economy since 1995. He was part of the founding team of MSN.com at Microsoft and went on to co-found four Internet companies, successfully selling three. As an active investor, he has backed more than 20 technology startups

Earlier in his career, he worked as a management consultant at McKinsey & Company and a senior equity analyst at Sanford C. Bernstein, one of Wall Street’s top-ranked firms.

He currently serves on the Boards of Directors for TMX Group (TSX: X), McEwen Mining (NYSE: MUX), and Alida, and advises numerous companies on growth and AI strategy. He also teaches two executive education courses— “AI in Marketing” on the ELVTR platform and “AI in the Boardroom” for the Institute of Corporate Directors (ICD).

Nick is the author of the forthcoming book, Be a Sequoia, Not a Bonsai: The Seven Growth Secrets of the World’s Most Successful Companies (HarperCollins Leadership, January 27, 2026). Drawing on insights from advising over 1,000 CEOs at Google, he reveals how the top 5% of companies think and act differently while avoiding the costly mistakes that hold the other 95% back. Featuring over 300 practical case studies, the book offers clear, actionable strategies to drive growth and delight customers.

He holds a Bachelor’s degree in Mathematics from the University of Waterloo and an MBA from Harvard Business School.

Connect with Nick on LinkedIn.

What You’ll Learn In This Episode

  • Business growth strategies and their importance for companies.
  • Digital marketing techniques and the role of paid advertising.
  • Profitability optimization and ethical profit maximization.
  • Customer lifetime value (CLV) and its impact on long-term profitability.
  • The significance of data-driven decision-making and metrics alignment.
  • The role of testing and experimentation in business growth.
  • The integration of artificial intelligence (AI) in marketing and operations.
  • Change management and employee engagement in AI adoption.
  • Case studies illustrating successful application of growth strategies.
  • The accessibility of growth strategies for small businesses and nonprofits.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studios in Atlanta, Georgia. It’s time for High Velocity Radio.

Lee Kantor: Lee Kantor here. Another episode of High Velocity Radio, and this is gonna be a good one. Today on the show we have the author of the book Sequoia Not a Sequoia, Not a Bonsai The Seven Growth Secrets of the World’s Most Successful Companies, and the CEO with Garneau Digital Advisors, we have Nicholas Darveau-Garneau. Welcome.

Nicholas Darveau-Garneau: Haley. Thank you for having me. I’m really thrilled to be here.

Lee Kantor: Well, I’m excited to learn what you’re up to. Let’s start with your agency. Uh, how are you serving folks?

Nicholas Darveau-Garneau: You know, I, uh, I was at Google for a number of years, and I was at Google’s chief evangelist for the last five years of my career. And, uh, I got to meet a thousand CEOs and really understand what the best companies in the world were doing. So every year I advise only about five companies. That’s as much as I want to do, and I helped them dramatically improve their transformation to more digital. So digital marketing, better digital customer experience and an AI strategy. So I’m really picky in who I work with. And typically they can achieve some pretty extraordinary results.

Lee Kantor: And then from that work that that brought you to your book, is that how that happened after you? I’m sure you kind of gleaned some learnings from dealing with all those top companies, and then you put them in a book.

Nicholas Darveau-Garneau: That’s exactly right. So the book, you know, basically not a bonsai is about, you know, what I learned from these 1000 CEOs and about, you know, 5 to 10% of these companies and these CEOs acted and thought very, very differently than the others. And so the book is the seven things that I noticed after. I mean, when you get a, you know, a thousand CEO meetings, right, you get some pattern recognition. So one of the things these companies do that is very different. So the book explains that. And then when I do some consulting with a company, I take them through step by step the seven different things and how to make them actionable.

Lee Kantor: So can you kind of share a little bit about those seven growth secrets?

Nicholas Darveau-Garneau: Yeah, one of them is is most companies. And this is really surprising. Most companies actually don’t try to maximize profits, right. I mean, they say they do right in doing this in a way that’s ethical obviously. Right. Good for the environment, good for the customer. But you know, every CEO that I’ve ever met is like, hey, we’re trying to maximize profits. But if you start asking people below them like, what are you working on? If you ask the chief marketing officer, they’re like, well, we’re trying to get more leads at a lower, lower cost per lead. And it’s nothing to do with profitability by these leads can all be terrible. Or if you talk to the head of product, hey, we’re trying to get more features out there. Well, are these features going to drive customer success? Are they and their customers willing to pay for it. Are they going to maximize profits? If you talk to customer service and so on and so on. So it turns out that the CEO wants to really improve profitability, but very few people inside the company are actually working on that.

Nicholas Darveau-Garneau: So one of the first things that we do is we go through everybody’s KPI right and start rethinking about that. And so an example of that is I was really fortunate to work with Saint Jude’s Children’s Hospital, which is the largest children’s hospital in the world, and they do extraordinary work with with kids. And they were investing, you know, digital marketing with Google, and they were raising some money very successfully. Um, but their KPI wasn’t kind of right, in my opinion. I thought what they should do is maximize the donations they get from Google, minus the marketing investment that they make. Right? Which is pretty logical. So they switched the KPI to that. Uh, and next thing you know, within a few months, uh, by doing this and some other things, they had raised 46% more money and they were already raising $1 billion. So just kind of changing your KPIs can have a massive, massive impact. So that’s the first, you know, and kind of least obvious thing because you would think every company is trying to maximize profits, but they are not.

Lee Kantor: Now, I don’t know if it’s the least obvious, because I think that sometimes people get distracted. We call them in our company cosmetics. These are some metrics that might be easy to kind of capture, but they may not be the important metrics. Um, and I think people kind of get distracted by that just because you can count how many people, um, you know, come to the website or how many people see an ad or something, doesn’t mean that that’s the thing that’s going to drive the profit like the.

Nicholas Darveau-Garneau: Right now you’re completely right. People. You know, people select metrics that, um, they can track easily that are, you know, non questionable. Right. If you track profits, You know, people can debate exactly what the numbers should be because there’s a bunch of assumptions made in there. So you’re right. People just choose the easiest thing. But it’s like, you know, having a rowing team and you know, the eight rowers are rowing in eight different directions.

Lee Kantor: Right? But you’re calculating, you know, how fast the speed is for each of them, you know, to hit the water. So you think you’re capturing something that is going to translate to value. But if they’re not coordinated, then it’s going to not translate to anything.

Nicholas Darveau-Garneau: Right. And then let me kind of so the next big thing is a little more advanced, which is, um, you know, optimizing profits is great. But um, over what time frame. Right. So kind of optimizing longer term profits or customer lifetime value is something that, you know, very, very few companies do. So an example of that is if you’re trying to acquire customers, whether you’re a small company, you know, you’re you’re a gym or you’re a larger company or a nonprofit, you’re trying to, you know, you’re trying to acquire some new donors. Um, very seldom is any company looking at the quality of that customer or that donor over time. Right. And then if you actually kind of understand the industry. Right. In most industries, 10 to 20% of the customers drive 80% of the profitability over time. And so, um, the top, top companies in the world, when they acquire brand new customer, they can predict how much a customer is going to be worth in terms of profitability in the next 5 to 10 years, right. Their customer lifetime value. And they can share that number back with Google and Facebook and other digital marketing platforms. And next thing you know, they’re just acquiring a lot more valuable customers. For an example is, um, I was working with a car insurance company. And if your car insurance company. Right, your biggest issue when you acquire customers is that some of them crash their car and some of them leave you after after a year.

Nicholas Darveau-Garneau: So, you know, can you use AI to build a model to predict that? And the answer is yes. And so we work with this company. They built the model to predict, you know, the profitability of each individual customer. Send that back to Google and Facebook. And next thing you know, they had 60% fewer of the high risk customers who are much more likely to crash their car or churn within a year. And they had 90% more of their very high quality customers were not going to crash their car and are going to stick around for many, many years. And that quadruple the company’s profitability, right? So that’s pretty advanced, you know, strategy. But it’s not that hard to execute if you know exactly what you’re doing in the book goes into like step by step, like how would you forecast the value of a customer you’ve never seen before? They’re brand new today. And then how do you build dashboards around that? How do you share that data with digital marketing platforms? And companies who do this like significantly outperform because all their competitors are acquiring average customers and they’re just getting the cream off the top and picking off the top 20% customers. And so it’s just really an unfair battle.

Lee Kantor: Now, do you think that in today’s world, doing paid ads? I know you have a I would imagine some sort of a Google bias, but is paid ads kind of a must have part of any digital marketing or marketing strategy in today’s world? Like, do you have to do that? Is that part of how a company grows?

Nicholas Darveau-Garneau: Yeah. You don’t like I mean, the last chapter of the book is around, um, testing and experimentation, right? We should have as a company is a whole bunch of hypotheses. You can test really fast. So to your question, right, is Facebook or Google, you know, profitable for me. And that’s the metric you should look at. So what is the easiest way to test that. You figure that out right. And then you run a test that takes us 2 to 3 weeks and then you know right. So like one of the biggest differences by the way, between companies who just crush it. And companies will struggle as their open mindedness of trying new things, like some CEOs are just really like, uh, give you an example, I was talking to a whole bunch of of movie executives at different movie studios. And, um, Google has this pretty amazing advertising tool that you invest money in it, and then Google can track, you know, the customer saw an ad, right? They saw the trailer of your movie, and then they can track with pretty high degree of precision whether or not that customer has been to a movie theater or your movie showing. And so you can tell, like, for example, you put in $1 million of advertising and you got, you know, a million people to go to a movie theater for a dollar each for each visit.

Nicholas Darveau-Garneau: Right. And that makes sense. It makes financial sense. It’s really profitable. And so some of the movie executives I talked to were like, yeah, this is a no brainer. This is amazing. Like, where has this been all my life? Let’s try it tomorrow. And some you would expect them to try it, but they would be like, well you know how do you track this? Like how precise is your estimate of of where people go. And then if somebody goes into a movie, movie theater, like, we don’t know if they want to see our movie, they could have seen somebody else’s movie. Well, well, they just saw your trailer two days ago, so clearly the odds are very high they’re going to see a movie. So some executives just didn’t want to try it. Right. So to answer your question, like, I don’t know, for most companies paid ads is going to are going to work, but you should have a list of the biggest opportunities for your company and find the minimum viable test you can run. The easiest thing that you can do to see if that thing makes sense or not. Right? And so don’t overintellectualize it. Don’t overanalyze it. Can I figure it out, you know, for a thousand bucks or 5000 bucks in the next two weeks? And then if it works, you scale it. And if it doesn’t work, you don’t.

Lee Kantor: Now your work. It sounds like you’re doing a lot of work with large enterprise level organizations. Um, a lot of the people who listen to this are aspiring large enterprises. What does the advice kind of trickle down like? Can you. You’re throwing out numbers thousand, $5,000 million. It doesn’t work for hundreds of dollars. Is there kind of a minimum size you have to, um, be in order to access data that is meaningful?

Nicholas Darveau-Garneau: You don’t like the. Actually, the last story in the book is, uh, about a gym owner, right? Uh, Mint Condition Fitness out of California. And he’s built a gym that, um, uh, where the customers are 20 times more profitable than the average gym by doing a whole bunch of really clever stuff. Right? That’s that’s he’s basically doing almost everything that’s in the book, and he’s just really, really sharp. And so, yeah, and a gym owner, a restaurant owner, you know, a small business owner, you name it. Right? If you think about the seven principles from the beginning and you test them. And again, it could be for hundreds of dollars to your point. Um, you could absolutely, completely transform your business. So this this gym owner, I think the guy was a private trainer, right? He was making 30,000 bucks a year in Silicon Valley, which is, you know, pretty expensive place to live. So he wasn’t doing that. Great. Now his gym is generating $1.2 million, and he’s opening up a whole bunch more. And so, yeah, absolutely. Any nonprofit. And by the way, like in my consulting firm, um, I do five nonprofit consulting engagements a year for free, right? I mean, I’m working with Saint Jude’s was one of the greatest things I ever did, and it was really rewarding. So, um, if people want to reach out to me on LinkedIn, if you have a nonprofit, delighted to to help. Um, if you’re a small business, you know, I, I don’t do consulting for small businesses, but if you read the book, um, and then you just reach out to me on LinkedIn and ask me questions, I’d be delighted to answer those. Um, but the book is really step by step by step, exactly what you should do.

Lee Kantor: Now, does the book. Okay, let’s make the assumption. I’m a small business person. I can’t afford you. Um, but I’m going to buy the book. Uh, is the book going to be now? That’s my new job. Or can I still be the gym owner? Run a gym train? People do gym stuff. Um, and do this, you know, a few hours a week, or is this something that. Now I got to put a body on this?

Nicholas Darveau-Garneau: No, it’s, uh, it’s not that onerous. And the idea is just to test one new idea. You know, whenever you can. Right. So if it’s once a month or once every three months. So, for example, if you’re not doing any paid marketing right, you can absolutely start a Facebook account on your own. And if you do it right from the beginning, if you optimizing profitability, right. If you’re trying to acquire now, people are going to come to the gym, but they’re not going to leave, you know, in April after they join in January. And you can there’s lots of different ways to do this that are really simple. So now it’s not that hard. Um, the trick is to test ideas that are easy to test, but if they work, have massive impact, right? And so now if you, you know, if you hit pay dirt, if one of your ideas really works right, then you can start investing more time and energy. So maybe you’re finding out that paid ads is just crushing it for you. So now you can hire an agency and pay them, you know, 15% of of what you want to invest or even eventually hire full time. But you don’t have to invest, right? You just test things on your own. You see if they work, and only then do you have to make the time investment or the money investment. And so the book is all about things you can try that are, you know, relatively simple, relatively inexpensive, but have big upside if they work.

Lee Kantor: And that’s really the secret. You have to be able to iterate fast and then double down on the winners and then forget about the losers.

Nicholas Darveau-Garneau: Yeah, I actually think so that the last chapter of the book is about moving faster and increasing your velocity. You know, if you believe, like I do, that AI is going to flatten the world a lot, meaning it’s going to it’s going to make a lot of things easier for smaller companies. Um, and so the competitive advantage of larger companies, I think will get diminished to some extent. So, you know, how differentiated are going to, you know, is our website going to be how differentiated are ads going to be? How differentiated is our service going to be when you can have AI do a lot of that very inexpensively? So I think in the end, right, you know, over, over time, the most important competitive differentiation is how quickly can you try something new and how quickly can you scale it. Right. So one of the things that as you get going with these ideas in the book, you try one, you know, a month for a while and then you get some success. And not every idea is going to work, but you get some success. And next thing you know, you’re making more money. You reinvest, you try another idea, you know, next month, and then next thing you know, you’re trying two ideas a month and then three and then five and then 100.

Nicholas Darveau-Garneau: So, uh, I work with an internet company Funny that 25 x the number of tests they were doing over the course of a year by just, you know, trying new things, finding better tools to test, finding the simplest tests you can do. And then whenever they were doing a test, they would figure out what was hard about this test. Like what? Why did this test take so long? Well, we had to go through a lawyer to get this approved. And we have to do this all the time. So why don’t we put, you know, a part time lawyer on this team to get approvals happening faster? And so, like, the kind of figuring out how you can improve your improvement system, I call it I call this getting better at getting better, right? I mean, it’s like working out, right. If you’re working out and you’re, you know, you’re improving by 1% a year, that’s great. But if you can make that 5% a year, you’re just going to be a lot better off. So the the rate of improvement of a company becomes extraordinarily important in a very competitive, AI driven environment.

Lee Kantor: Now, you mentioned AI a few times. Can you talk about how this strategy, Um, kind of works with the AI framework. Are you saying to do the same thing while using and learning about AI? Should you be going there and iterating and learning fast in that ecosystem?

Nicholas Darveau-Garneau: Yeah, I mean, a lot of the ideas in the book, you know, um, are driven by AI, and AI is just a tool, right? It’s not just a few advertising on Facebook or Google. I mean, it’s 95% AI driven. So Google and Facebook are doing a lot of the grunt work for you. So what is it that you as a human should do differently than others? Right. But but you know, in addition to that, yes, I think AI can um, I mean, every small medium business should look at AI for internal productivity. There’s a lot of, um, there’s a lot of news right now about AI, you know, not working, not increasing productivity. Um, that’s not my experience, right? There’s actually a study by Harvard Business Review, uh, Harvard Business School with BCG that had consultants that use a lot of AI and consultants who didn’t lose, you know, use a lot of AI. And the ones who use a lot of AI did 12% more work and 25% less time, and it was 40% better work. But when the consultants using AI were doing stuff that hadn’t been trained on well with AI, they were 19% less productive. So what’s happening a lot is people are like, you know, they put ChatGPT or Gemini or Copilot inside their business, right? They pay 20 bucks a month, whatever it is. And then they’re like, okay, AI is in. Well, you can’t do that if, you know, if you have somebody in HR, right? That’s writing job descriptions. They have to be taught how to use AI to write job descriptions.

Nicholas Darveau-Garneau: So you have to go to that level of specificity internally. The other thing internally is that, you know, obviously employees are nervous about AI. So how you introduce it, what you say really matters a lot. If you say like, hey, I’m bringing AI to increase productivity, that’s like code word for you’re going to lose your job, right? So you have to be thoughtful about it and say, look, now I want to double the business in the next five years and just, you know, hire 40% more people. That’s my goal with AI. So if I hear that as an employee, I’m like, oh, okay. So that’s, you know, point one, right? Point two is like, hey, look, you know, I really want you to learn AI and I’m going to help you learn AI. So I expect you to learn AI, and that’s going to be part of your performance reviews going forward. And three like look you know AI is going to start you know grabbing some things from your job. It’s just going to happen right. So AI will start doing the low value stuff, but eventually the middle value stuff and then even some of the higher value stuff that you do. Let’s be honest. Right. But look, here’s what your job is going to look like a year from now, two years from now. So I’ve thought through how you’re going to grow and you’re going to stay ahead of AI. So if you combine these three things right, you can get massive productivity improvements. And then and then you can start putting AI in front of your customers.

Nicholas Darveau-Garneau: Right. For customer service for advice, for lots of things you can do. You have to really be careful. There’s lots of things that can go wrong here, right? The AI can just say crazy, stupid things, so you have to really test it. You have to have the right technology. It’s a little bit complexity. You have to find the right partner. But you can do some pretty amazing things for customers using AI as well. And so yeah, AI is a must, right? For almost every, um, every company actually just go to ChatGPT, right? Explain your company to ChatGPT and ask it what AI will be able to do five years from now for your company and ask it, you know, whether you should invest right now or wait. And honestly, it’s going to be a really good discussion you can have with ChatGPT. And sometimes it tells you like, hey, for your company, it’s no big deal, don’t worry about it. Maybe wait a year or two, but sometimes it tells you like, hey, your hair should be on fire. You should be all over it now, uh, because other competitors are way ahead. And so inform yourself on where you are. Compare yourself to others. Ask ChatGPT what do you think I should do? Um, but, um, you know, AI is just a tool. It can’t do anything for you on its own. The biggest issue is just change management inside your company and changing how employees think and what they do. So it’s really a human problem, not a technology problem.

Lee Kantor: And in order to leverage it to its fullest effect, um, I think it goes back to your original point. You have to aim it at things like maximize profitable growth. Not right. This LinkedIn copy for me, like those are different asks. And it could do both if you ask. And you have to give it the data so that it can inform, you know, the key metrics, not the cause metrics.

Nicholas Darveau-Garneau: Yeah. I mean, if you if you start doing paid advertising, if you haven’t done it before and you ask AI for more leads at the lowest cost per lead, which is what 90% of B2B you know, advertisers do, you’re going to get a lot more leads at a lower cost per lead and AI will be amazing at delivering that. There’s no evidence whatsoever these leaves will be useful to you. Right. And so the AI, like the more AI we use and the worse the KPI is, the faster we drive off the road, right? It’s like having a self-driving car with the wrong map. And so yeah, in order to for AI to really improve your business, you as a human have to really be very thoughtful about what you’re asking it to do. And you also have to be thoughtful with about what data you share back to the AI so it understands like an AI without a closed loop, like an AI just doing stuff, not knowing if it’s good or not good. Um, it’s not as helpful as an AI that is being told, like, hey, thank you for sending me this lead, but this is complete garbage or comparing or this lead as gold for me. Uh, if you’re just going to rank the leads from 1 to 5, right. And just share that with the AI, next thing you know, you get a lot more leads that are fives and a lot fewer that are ones. And so asking the right question to the to the eye is critical, and then feeding it the right data is also critical.

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

Nicholas Darveau-Garneau: Well, look, you know, I like every anybody listening to to buy the book and be a part of bonsai. I donate all my profits to Saint Jude’s Children’s Hospital. So, you know, we’re also going to cure cancer together. I want people to start trying things from the book, and I want them to reach out to me on LinkedIn to tell me I was going to ask me some questions. I’ll answer every single question. Um, and look, you know, like, it’s not that many folks have had the privilege of meeting a thousand CEOs. I just was lucky to be in that position. Um, these ideas are not my own, right? These ideas are just from the best, best companies in the world. I’m just summarizing them. Um, and I’ve seen them work over and over and over again, and very few companies do them. So if you, you know, are open minded, if you want to do a little bit of work and test some of these ideas. I’m guarantee you your company will be unrecognizable two years from now. And so, um, really encourage people to to buy the book and then reach out to me.

Lee Kantor: Well, Nick, if somebody wants to learn more, is there a website or is LinkedIn or obviously, I’m sure on Amazon, or they can get the book anywhere, but, um, what what is kind of the best way to connect? You mentioned LinkedIn. Is there a website as well?

Nicholas Darveau-Garneau: Yeah, you can go to Nicholas Comm, uh, and contact me there. But LinkedIn, I’ll accept, you know, any LinkedIn friend requests and I’ll answer any email.

Lee Kantor: Good stuff. Well, Nick, thank you so much for sharing your story today, doing such important work. And we appreciate you.

Nicholas Darveau-Garneau: Hey, thanks. Cheers.

Lee Kantor: All right. This is Lee Kantor. We’ll see you all next time on High Velocity Radio.

Brian Dukes: Turning Experience Into Exit Wisdom for Founders

January 19, 2026 by angishields

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Houston Business Radio
Brian Dukes: Turning Experience Into Exit Wisdom for Founders
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6-BrianDukesBrian Dukes is the Co-Founder of Exitwise, an M&A advisory platform focused on empowering business owners with education and transaction support for successful exits.

His career began in Big 5 Consulting, followed by an MBA from the University of Michigan.

Rather than taking a traditional MBA route, Brian joined a startup joint venture with Ford Motor Company, sparking his entrepreneurial journey.

He went on to co-found a technology and digital marketing agency that became a recognized leader in the automotive sector, where he also gained hands-on experience in mergers and acquisitions.

In 2022, Brian embraced the opportunity to scale Exitwise—bringing his strategic insights, operational know-how, and passion for helping founders unlock the full value of their businesses.

LinkedIn: https://www.linkedin.com/in/brdukes/
Website: https://exitwise.com/

Transcript-iconThis transcript is machine transcribed by Sonix

 

TRANSCRIPT

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

Trisha Stetzel: Hello, Houston. Trisha Stetzel here bringing you another episode of Houston Business Radio. I’m really excited about today’s guest and the topic. Today’s guest is Brian Dukes, managing partner at Exitwise and M&A advisory platform, helping business owners prepare and successfully navigate the sale for their companies. Brian’s journey started in Big Five consulting, followed by his MBA at the University of Michigan, and instead of taking the corporate route, he joined a Ford Motor Company joint venture and then co-founded a digital marketing agency that became an industry leader in automotive technology. After building and selling that business, he discovered his passion for helping other founders through the exit process. Today, Brian and the Exit Whys team are reshaping how entrepreneurs think about exits, removing the stigma, focusing on readiness, and teaching owners how to build companies that are ready for whatever comes next. Brian, welcome to the show.

Brian Dukes: Thank you so much.

Trisha Stetzel: I’m really excited about our conversation today because I think we both have this passion around this topic. But before we get there, tell us a little bit more about Brian.

Brian Dukes: Is it a natural reaction to always feel a little bit embarrassed when you hear your own intro? Yes.

Trisha Stetzel: And I do that on purpose because we don’t take the time to do it for ourselves. So I did it for you. It is my gift.

Brian Dukes: Well, I appreciate it and you know it. It is my story. It’s a summation of a 20 or 30 or so year professional career. And I’m super passionate and appreciative and excited about what I’ve done. But, you know, to put it into. And full sentences like that, it’s always, always nice to hear. So thank you. Um, you know, it summarized, uh, pretty, pretty well, a lot of the ways that my, uh, my. Professional wins have blown. I mean, really? Yeah. In summary, I didn’t know anything about entrepreneurship when I was growing up. My growing up in metro Detroit, uh, my dad worked at Ford Motor Company for 30 years. My mom was a school teacher, then turned nurse. And, you know, the traditional path of professional, uh, kind of professional life, you know, set forth in front of me. And it really wasn’t until after grad school that I, just by luck, uh, fell into a joint venture. I was 15th employee, uh, a joint venture, uh, really started to cut my teeth on. Wow. If I make a decision, it actually matters. Something actually happens or doesn’t happen. Um, and it really, uh, got me excited about, you know, being part of a small team and being part of this crazy ride that I now understand to be, um. Entrepreneurship, uh, three years after that made the official jump and, uh, was a co-founder of an automotive marketing technology company, uh, Enterprise Data, we launched in 2008.

Brian Dukes: Uh, our first client was soon to be bankrupt. Chrysler, uh, many, many horrific, difficult, challenging, ridiculous stories that came out of those next couple of years. But ultimately, we made it to the other side. Um, ran M&A through that process, saw, um, you know, saw the positives and negatives of M&A throughout. And then I personally exited in 22, reconnected with an old friend who was also, uh, an aspiring entrepreneur. And, you know, we really connected to this idea of M&A, helping business owners understand and successfully get through an exit is is just a, It’s an underserved market. I like to say that it’s really cool to help a business owner sell $1 billion business, but there’s just not enough people focused on helping the everyday entrepreneur in lower middle market and SMB to find the exits they deserve. And so, you know, that’s really you know, it’s a little bit of my journey, a little bit of my why. But I feel really passionate and love working with business owners and thinking about their futures and really helping them get on a path of what that what that future might look like.

Trisha Stetzel: Yeah, I love that. So can we talk just for a minute about what makes Exitwise a little different from all of the other businesses that are out there doing?

Brian Dukes: Yeah, yeah, I appreciate you asking that because we can all look very similar. If you go to 100 different M&A advisory firm websites, many of them look very, very, uh, like they were designed by the same by the same web site house. Um, really a couple things. The first, uh, which I’ve, I’ve touched on a little bit, is this idea of everybody that’s part of this business. We are, are and have been operators that have built and sold our own businesses. Uh, we know not just what it takes to build a business and what it takes to exit a business. We we understand the trials and tribulations that are inherent with entrepreneurship. And as much as we’re led to believe that, you know, you can build a business, $1 billion business in six weeks with AI, uh, by yourself, uh, for for the rest of the 99.999% of the world. Um, we have a lot of horror stories and bumps and bruises. And I think, um, you know, where we come from is a place of, of empathy and understanding that this is a difficult road and that as founders, uh, as owners, as CEOs, uh, your time is constrained and you have a lot of, uh, a lot of responsibilities and a lot of things to worry about. And exiting isn’t always, um, you know, top on your list.

Brian Dukes: And so we we really beyond being a functional M&A advisors and bankers, you know we are there to be a coach a mentor having actually done it ourselves and provided maybe a little bit different insight and guidance than, than the typical investment banker. The second, um, is, is in our preparation or support of the preparation process. Uh, we’re big believers. You’ve heard me say it before in some of our conversations. Um, I think exiting a business, there’s a bit of a stigma around it. And, uh, part of that is, as CEOs, we’ve always kind of known the answer. We’ve we’ve known what we’re building. People come to us whenever they have a question, and we’re used to knowing what to do. And, uh, when it comes to, to, to selling a business, oftentimes we’re not lucky enough to, to do it multiple times. And so we don’t know who to go to. We don’t know who to trust. We, uh, we have built something so important to us and to our team and to our families that we, we, we struggle to to lean into somebody that can assist us in selling. So what that means is you put it in a closet and you hope that it just works out someday down the road. And then somebody knocks on your door one day and says, hey, you have something interesting and a value.

Brian Dukes: I’d like to buy it. And it’s like chaos reigns. And and that is ultimately why you see such a high failure rate in M&A. So getting back to your question, our big beliefs, uh, is, is working with businesses earlier in the process, understanding value, understanding how buyers would look at your business, really making it. You know, another CEO responsibility is thinking about your future exit. And that could be, you know, ten weeks from now, it could be ten years from now. It’s really thinking about it in a way that’s, uh, exiting my business is part of my responsible as an owner, and I need to start preparing. And so we just spent a lot of time early doing certified valuation work, helping organize financials in a way that a buyer could potentially understand. Um, you know, I said it already, the idea that we give you the view of the buyer and we we help you practice answering some of those questions, um, and thinking through the questions that you’re going to get from potential buyers to start preparing for that when you, you know, when you have time for it versus the stress of I have to respond in the next ten minutes and I don’t know the answer. Yeah.

Trisha Stetzel: All right. I want to tackle the idea of doing the hard things. So people who are listening have done a lot of that right. As entrepreneurs, we do. We tackle a lot of doing the hard things and we learn our lessons. We, you know, fall down on our knees, we get up and we go do it again. And then we fall off a bicycle and, you know, it’s perpetual. Um, so they’ve already done a whole lot of hard things. You’ve done them. I’ve done them as an entrepreneur, and thinking about this exit process sounds really hard too. So can you take me through just your thoughts on doing the hard things? You know, whether it’s personal or professional and what really makes us tick as humans?

Brian Dukes: Mm. Boy, I can take that in a lot of different directions. I’m a firm believer, just generally in doing hard things. Uh, we we, I think we’re trained at an early age that we have some mythical retirement. Or maybe we sell a business, you know, for a real amount of money early in our careers. And we sit on a beach and play golf or sail or fish or whatever we want to do. And, uh, I like to do many of those things. Uh, and I love being with family and friends, uh, and leaning into that part of my life. With that said, uh, for most humans, um, we need we need to accomplish tasks. We need to take on challenges, we need to do hard things. And I often say as I mentor, um, even, you know, junior resources, it could be like rewiring your bathroom, uh, putting up wallpaper. Um, you know, it could be building a business. You know, it can be really anything. Learning a new language. Um, it’s. I’m a big believer that a life without challenges is one that ultimately I don’t think is particularly fulfilling. So that’s just a personal belief. I don’t know that it’s a hot take in any sense, but I just I talk to enough business owners that go through a process.

Brian Dukes: They get to the other side, and then they’re somehow disappointed because they haven’t they haven’t built a plan for that future. Um, they realize too late that, um, it isn’t going to be fulfilling to travel around the globe 20 times. Um, you know, the first time was really, really fun. But after a while, you know, you just you just kind of, you know, you need to accomplish something different. And so I think doing hard things is, is really, um, you know, is a core belief of mine. Um, I guess specific to, to building and selling businesses, uh, I think, uh, I don’t know that any M&A advisor investment banker would say that selling a business is easy. But as you look at the, uh, this the scope or the scale of that discomfort or that pain or the difficulty of selling a business, it does not have to be a root canal. Um, it does not have to be emergency surgery. The just like, you know, many, many other analogies in life of, you know, studying for a final exam. Of course, it’s going to be horrific when you have to stay up all night and cram.

Brian Dukes: And ultimately the pain of probably not doing as well as you as you want. Now. Now you think about selling a business. And if you’re trying to to cram. If you’re trying to prepare with no time, invariably mistakes will be made. Money will be left on the table, other opportunities will be lost. And you have, you know, I’ll speak from personal experience. I regret some some bad final exam scores. It’s completely different to regrets like, oh my gosh, I left $1 million on the table because I just wasn’t prepared. And that’s a that’s a different process. So the idea of hey, we’re all busy as business owners, big or small, your your day is filled with life and work. Uh, adding another task to your to do list can feel really, really hard. Like, I don’t want to deal with this today, but if you can find a way to take on small tasks, work with advisors or partners or experienced founders that have gone through it to take on small tasks each day, each week, when it comes time to get to the big day, it’s not going to be nearly as painful as as it otherwise would have.

Trisha Stetzel: I love that preparedness and plan. Okay, before we go there though. I know there are people who already want to reach out and have a conversation with you. What is the best way to connect?

Brian Dukes: Uh, our our website is xyz.com. Um, I’m most active on LinkedIn. Um, look me up there. Uh, I post a lot of educational content around building and exiting. And my email address. Brian b r I a n at xyz.com. That’s great. Thank you. Great.

Trisha Stetzel: Yeah, absolutely. And if you guys are looking for him on LinkedIn, it’s Brian Dukes. D u d u k e. All right. I want to dive into the part that we’re both even more passionate about than the first part of our conversation, which is readiness. I want to talk about readiness. What does it really mean? And why do so many business owners avoid thinking about it until it’s too late?

Brian Dukes: Um, yeah, I’ve kind of I’ve kind of talked about it, uh, or a couple examples already. But really, the my my my core belief is that a we’re too busy. I’ll get to tomorrow and b I don’t know who to talk to or to trust. And if you add I’m busy, I don’t have time for it today. And I also don’t know who who’s the expert that I trust enough to talk about something so personal. Uh, yeah. Inherently it’s just going to get delayed. And I think there’s just this, this stigma that exists that we have to keep it so private and so confidential, and we’re not allowed to talk to anybody. And oh my gosh, if my clients hear that, I’m thinking about selling. It’s the end of the world. And although I agree there’s certain aspects of that that need to be kept private, I, I believe and this isn’t me even being self-serving, I believe that more CEOs at any stage of any size businesses should be surrounding themselves with people that have been through it before that, um, maybe they’re even an M&A advisor or banker. Um, people that understand what that process is going to look like and feel like and talk openly with their teams and their employees. Um, I’ve seen firsthand the experience of despite begging CEOs to bring their team into the mix, uh, when they don’t. And then potential buyers start knocking on the door. There’s conversations that need to be had. People in suits start showing up in the boardroom. Everybody. I’m sure you’ve seen it before.

Brian Dukes: It’s like the whole office shuts down. Everybody wants to know what’s happening. The rumor mill starts spiraling out of control. And again, it it’s it’s not just the chaos of the sale. You have to keep running your business during the process. And the more distraction and chaos beneath the water’s level that’s happening, the more likely it is disappointment is going to occur through it. So again, a bit of a broken record. Readiness is is something that we’re super, super, super passionate about and understanding whether your business is worth $10, 10 million, 10 billion at any stage. Understanding, um, what is a buyer going to look at with your business, and how are they going to evaluate it? And what are the things that you could do to better, um, prepare your business for that, that future exit, uh, address things that buyers are not, um, are, not are going to question or want to dig into, um, and getting really comfortable with, um, with answering detailed questions about your business that, that you not only can tell them the answer, but you have backup documentation to prove. I was on a short aside, I was on a call yesterday with a client and we’re going through a six month project, um, of preparation prior to exit. And, you know, they were kind of validating, like, hey, you know, I’m just I’m not sure exactly, you know, what are some of the first steps or some of the things that we’re going to go through here? And he said, because I don’t like, I don’t um, I can’t really tell you how I, how I price you know, I have, you know, one of my biggest clients, they come to me and I’m like making it up on the fly.

Brian Dukes: Well, today it’s this price or yesterday it’s that price or I’m just negotiating on the fly. Like, how could you possibly Brian, document what that’s like. And I’m like, well, first you’ve just told the story of why we have to go through this process. Because if you told a potential buyer that you just make up the price on the fly like that, that’s a bad that’s a bad conversation. Your books, your financials tell that story and it’s okay. Like, don’t be embarrassed. You you may not know what that strategy is. You may not be able to quote what you’ve done for the last five years, but the books do. And if we can build a financial model that shows the history of that client, of that industry, of kind of your pricing strategy over time, and you can answer it confidently and then show the details in a financial model. Suddenly there’s no questions like, the buyer may not agree with that strategy. They may not like that strategy. They may see huge opportunity in that strategy of like, oh my gosh, you’re leaving so much money on the table here. Uh, but there’s no question of I don’t understand what I’m looking at, uh, because the moment they don’t understand what they’re looking at, that leads to ten other questions. And then we just get into this death spiral.

Trisha Stetzel: Okay.

Brian Dukes: Sorry a lot there.

Trisha Stetzel: No, I know I think this is fantastic. I love the conversation that we’re having so far. Um, and I think I hear what you’re saying is that everyone will exit their business. Everyone will exit their business.

Brian Dukes: We will all exit our business at one point in our lives. Yes.

Trisha Stetzel: Yeah. Okay. So, uh, as you were talking through that last scenario, I was thinking about owner dependance, and I think that that’s a really big topic when we’re talking about exit strategy or preparedness or readiness. Can we talk a little bit more about how important it is that a business not be dependent on one person?

Brian Dukes: Sure. Yeah. Uh, and the answer can be different depending on how big your, your, your business is. One of the, the struggles that a lot of smaller businesses face is okay, great. I don’t want this business to be dependent on me, but I can’t afford to go hire a massive team to support me. And and so of course, if you’re a bigger business and you’re still dependent on the CEO, you have a little bit more flexibility to go, uh, either enable your, your, uh, your team, your, your executive team or the trusted folks around you start enabling them to make more decisions, to be more involved in the process, to document those processes, to have a voice. Uh, it’s always the, you know, a good test to, you know, hey, can you go on vacation for two weeks and not pick up the phone? Um. What happens? Um, it’s a good test. Um, but for a larger business, um, I wouldn’t say it’s not as complicated, but there’s more flexibility because it’s easier for you to go add to the team or supplement your role. Um, just through pure scale. When you’re a smaller business, you can’t just go hire three people to, uh, to manage your day or to do many of the tasks because the financials may not support it. And so our best guidance there is start with documentation to the example I just gave. That’s a that’s a I wouldn’t say a small business, but it’s not a huge business. It is very owner dependent. And so you can hear it in my story. Right. He’s he’s worried that this asset is unsellable because everything’s in his head. Well the answer isn’t to go hire three people. The answer is let’s dig in and understand what this business is all about.

Brian Dukes: It’s not just about documenting process. It’s about documenting process, understanding the business. How do you win today? How do you win the week? How do you win the month? And then starting to to understand what the real answer is to some of these questions that for the owner they’re very vague. But as I said before, the books tell the story like you can you can create the picture of what this business actually is or what it does or how it operates. And once you have that picture, you can even at a small business, you can either outsource, find small, uh, you know, from a financial perspective, bookkeepers that can help keep you on task and take over more of the billing and invoicing. You can you can bring on interns or virtual assistants or even, you know, AI in certain instances to take over some of the basic tasks, uh, of what you’re doing day to day and then allow you to do owner things like focus on the big ticket items. I don’t think it needs to be this super complicated, uh, situation of like, well, I’m, you know, I’m only a $2 million a year business. There’s no way I could hire three people. So I’m just. There’s nothing I can do. Like, it just is what it is. Um, I’m never going to be able to figure this out. And it’s overwhelming because they know how many things they do. Well, if you go through a process of documenting, working with advisors and operators that have done it before, you’d be surprised at how much efficiency that you can gain by knowing, organizing, and then finding small ways to outsource or supplement your time without having to go hire a huge team.

Trisha Stetzel: Yeah, you don’t have to do it alone, even if you are alone, right? I, I love what you said earlier about having people who have done it before you in the room. And I talk a lot about, um, who’s in your room? You need to have people who are bigger, better, faster, stronger than you in your room, always helping you get where you want to go. So you guys, I don’t care if you’re not even thinking about exit planning. I want you to do something today that’s going to get you where you need to be to exit your business later. So what piece of advice would you give to those who are listening, who haven’t even been thinking about exit planning, but heard you say, Brian, everyone will exit their business one way or another. What can they do today to just take that next right step to prepare for the inevitable?

Brian Dukes: I think the, um, the easiest suggestion that I give to any CEO or business owner is go find 2 to 4 hours of time without your cell phone. A weekend, a morning and evening. Just go find a block of time and have a notebook and let the body and the mind calm down. Some people enjoy having a glass of wine as they kind of relax and try to be really thoughtful about if you could design your business, your business’s exit in the next 5 to 10 years, what would that perfect world look like? And it’s not just I want $100 million in my bank account that’s, you know, that’s great. Everybody wants a little bit of money. This is what do I want for my people? Like, how do I put that that person that has helped me push this business forward. What is their ideal situation like? What am I trying to accomplish for them? Do they want a bigger role? Do they want, um, equity? Do they want to be, you know, part of this team long term if I, you know, trying to help them have enough experience to go, you know, build their next company. Um, who’s the ideal buyer? Right. Is it, is it, uh, somebody local in your market? That is going to is going to take care of the asset that you’ve built or is it, you know, a strategic, maybe even competitor, like, what would that feel like to have that conversation or a really big, you know, private equity, get some negative stigma sometime. But the idea of more of a financial buyer, somebody that’s, um, you know, they’re not going to be as focused on your people.

Brian Dukes: They’re buying you for more of a financial win for themselves. But long story short, sitting down and really trying to be thoughtful of designing, like, what is what do I want out of that exit in the future? And how do I feel about that exit? And what do I want to do in my in my life? And it’s one of those things could be I just want to run this business until I, I can’t run this business any longer, and that’s okay. But it also, even if that’s the case, it helps you think about and be honest with yourself of like what you’re trying to accomplish with this asset that you’re building and the life that you’re trying to design and the lives that you’re impacting with the employees that you that you have. To me, one of the one of the the the only things that are worse than not doing anything is trying to do something in regards to exit planning, but not knowing what you want as the end game. Um, it’s like any other analogy in life, you know, if you, if you start running down a road and you don’t know where you’re going, like, you might as well not run. Um, it’s I think it’s so important kind of the theme of some of our, some of the things we’ve already talked about of like really being thoughtful of the life that you’re trying to build and what you want to accomplish, and understanding that the thing that you’ve built is probably going to impact others. I had a CEO who we had done a really nice job, I think planning for the exit, who had been really thoughtful of putting, uh, his employees in great position.

Brian Dukes: A lot of people, you know, they made some life changing money. Um, as part of the acquisition. And he called me a couple weeks later and he said, we didn’t talk about it around the dinner table a whole lot during the process. But I told my kids over dinner last night that we sold the business, and the kids started crying. Um, because they had grown up knowing my dad and mom, you know, are the owners of this thing. And now my my, my dad doesn’t have a job. He’s out of work, right? As children, they don’t understand the implications. And it really struck me that, like building a business is is, you know, a community effort and, you know, being really thoughtful of like, what this means to your employees, to yourself, to the, you know, who’s the ideal buyer? Even your kids, I think I think it’s a really important thing now, functionally, um, a bit self-serving. You know, we always start our relationships with clients saying, understanding what your business is worth going through evaluation process, organizing your financials, and just getting a really high level understanding of what it is that you’re building towards is really important. Um, that’s our starting point of where we where we begin with every client and we think it’s it’s a great place to start. But, you know, I just I’d really encourage people to be really, uh, try to quiet it down and really be thoughtful about what that future looks like.

Trisha Stetzel: Yeah, I love that. Something that I’ve seen through our entire conversation today is the care that you have for the people that you’re working with. And I really feel like another special thing that you’re bringing to your clients is this idea of building a relationship. And I see that and I think it’s very thoughtful. So, yeah, thank you for for doing that. Because oftentimes when people think about exit or M&A or those words come out of anyone’s mouth, it sounds cold, Right. It doesn’t sound like a relationship or some place where someone really cares, and I see that coming from you. So thank you for bringing that to our conversation today. So I happen to hear from a little mouse that if folks are listening and they want to engage in a first step with you, that you might give them a special deal. I’m just saying. Um, would that be the case, Brian?

Brian Dukes: Yes, please. Uh, thank you for mentioning that. Um, and yes, for anybody listening, uh, please email me, uh, Brian, Brian at xyz.com. Uh, in the in the subject to put Houston Business Radio and happy to give you 20% off, $1,000 off our valuation and exit readiness process. Uh, it’s a four week process in which we just help you better understand, um, your business, help you get a little bit organized, give you a view of what buyers are going to look at, and you get to spend a little bit of time with myself and my team. And, you know, we’d love to be helpful, so please reach out.

Trisha Stetzel: Love that. Thank you Brian for that. I really appreciate it. And thank you so much for your time today. This has been an amazing conversation and I can’t wait to have a follow up. I think we should do this again in a few months.

Brian Dukes: Anytime. Thank you. Trisha.

Trisha Stetzel: Yeah, absolutely. All right guys, that’s all the time we have for today. If you found value in this conversation that Brian and I had today, please share it with a fellow entrepreneur, veteran or Houston leader ready to grow. And as always, be sure to rate and review the show. It helps us reach more bold business minds just like yours and your business. Your leadership and your legacy are built one intentional step at a time. So stay inspired, stay focused, and keep building the business and the life you deserve.

 

COL (Ret) Irene Glaeser: Choose Your Battles – Leadership, Resilience, and Life Beyond the Uniform

January 19, 2026 by angishields

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Beyond the Uniform
COL (Ret) Irene Glaeser: Choose Your Battles - Leadership, Resilience, and Life Beyond the Uniform
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Irene-GlaeserIrene V. Glaeser, COL (Ret.) is a decorated U.S. Army Military Police veteran and the CEO of Spahr, a service-disabled, woman-owned small business delivering advanced IT solutions—including cybersecurity, software development, and cloud engineering—to federal and Department of Defense clients.

Under her leadership, Spahr also manages two Small Business Administration Mentor-Protégé joint ventures with TekSynap, expanding capabilities across defense and government sectors.

Following her military retirement, Irene held senior civilian leadership roles in the Department of Defense Office of Inspector General and the U.S. AbilityOne Commission, where she advocated for individuals with disabilities in the federal workforce. Her post-service career reflects a continued passion for integrity, public service, and veteran support.

A graduate of George Mason University, Irene holds master’s degrees from Webster University and the U.S. Army War College, as well as executive certifications in national security from George Washington University. She is also a Board Member of the National Veteran Small Business Coalition and author of Choose Your Battles, a memoir that shares her journey with resilience and humor.

Irene currently lives in Wilmington, NC, with her husband of 37 years, enjoying time with her children, seven grandchildren, and fellow veterans.

LinkedIn: https://www.linkedin.com/in/irenevglaeser/

Transcript-iconThis transcript is machine transcribed by Sonix

 

TRANSCRIPT

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

Trisha Stetzel: Hello, Houston. Trisha Stetzel here bringing you another episode of Houston Business Radio. It is my pleasure to introduce you to my guest today, Colonel Irene Glaeser, US Army retired and CEO of Spahr LLC, a service, disabled and woman owned small business providing IT and cyber solutions to the Department of Defense and federal agencies. Irene’s career spans more than three decades of leadership, beginning as an enlisted soldier and rising through the ranks to become a military police colonel and later a senior executive with the Department of Defense Office of Inspector General. She also served with the US Ability One Commission, Advancing Communities for people with Disabilities and Wounded Veterans. She is also the author of Choose Your Battles. We’re going to talk a bit about that today, a powerful reflection on leadership, resilience and grit, both in uniform and in business. Please welcome a true servant leader, Colonel Irene Glaeser: .

COL (Ret) Irene Glaeser: : Well, first of all, I just want to say how absolutely honored I am to be on your show today. It’s very exciting. And any chance that I have to showcase the values that are, uh, servicemen and women bring to the defense industrial base. And in fact, any workforce is, um, is is a pleasure and a and just what I like to do best.

Trisha Stetzel: I’m so excited about having you on the show, Irene. And as you know, I’m also still very involved in serving after I served with the Houston Regional Veterans Chamber of Commerce, which is, I think, one of the connections that we had and why we had our first conversation. I’m so excited about letting folks who are listening to the show get to know you a little better. So can you tell us just a little bit more about you, Irene?

COL (Ret) Irene Glaeser: : Okay. I’ll try. I’ve had a very lengthy and colorful career, as you, um, so kindly introduced me, but I think where I got my my actual set of work values and ethics comes from the fact that I am an immigrant child of two naturalized citizens who came having survived wars, um, from two different countries. And um, for example, my father, um, escaped Russian invasion in Lithuania and came to New York just as World War Two was really kicking off. And he always made me work right from the time that I would cut the grass with a little tiny power mower and make a few bucks. But actually, I’m sorry, I made a few cents. Um, but I was held accountable. So if I did something wrong or got in trouble, those few cents would go right back into the coffers and I’d have to go earn them again. I think those qualities made me a quite a good little soldier. Um, but I always had a strong desire to serve the country that welcomed my parents. Um, and my father was drafted upon arrival here, but by the time I was born, he wasn’t serving anymore. So what did my much older sister do? She came into the Army just after Vietnam, was one of the first women to get through Army infantry airborne training in the mid 70s. And once I saw that my big sister could do it, I said, oh, there’s nothing that she can take on that I can’t take on. So I have served in the Cold War, um, doing some really cool black market investigations and working with the German customs to do military customs. During that period, we used to have to identify Russian diplomatic vehicles and report them, and among other interesting things, I have also served in Iraq, Afghanistan and continued my service in the government. And finally, um, I took those leadership qualities forged through all those decades of training and experience to, um, forming my own company and supporting our veterans by bringing it services to the warfighter. It’s a lot of stuff, but it all ties together.

Trisha Stetzel: Yeah, absolutely. So I’d like to dig into that just a little bit more. You’ve gone from leading troops to leading a tech company, but what specific lesson or lessons from your military career have really shaped how you lead in business today?

COL (Ret) Irene Glaeser: : I, um, I knew you had asked me that question and I was prepared. However, I’m always prepared to answer that question because this ties into the value that every veteran brings to the table. A military service member becomes a leader the minute they put on that uniform. You from the lowliest private, are being taught how to lead. Because the day after you put the uniform on, you may find yourself in a position where you do have to leave and leadership is um, occurs at the the very lowest formations, the smallest formations of the military. So I, um, have learned to good leaders and not so good leaders on how I wanted to take the qualities such as selfless service, such as loyalty, ethics, running into danger, uh, as opposed to running away from it. And some of the lessons that I’ve learned in the military, we were always taught when you give a presentation, when you talk to your soldiers, give them three takeaways. Your your brain manages that and and retains it. So I have three takeaways from all of this. One is be authentic. I call these my three A’s, by the way, but be authentic. There’s a term that we use in the military. Does the audio match the video? Do you practice what you say? I, um, I used to have a boss when I was very young, um, a young captain who would quote Vince Lombardi. I think that was his name. Always do your best, always do what’s right, and treat others the way you would. You would want them to treat yourself. Well, I was treated pretty poorly by this individual and that was one of the bosses I learned from how not to lead.

COL (Ret) Irene Glaeser: : So I just throw that out as an example of, um, be authentic and and mean what you say and make sure others know that you mean what you say and you’re presenting every day your best self. And the next a is also hold yourself accountable. Um, good leaders accept that the challenges that people face, that work for them, and maybe the outcomes that aren’t, um, the most favorable. And maybe you could call them mistakes, but own them. Own your own. In the military, when a soldier or officer accidentally misplaces a piece of equipment, the consequences can be very severe, whether that is a weapon or a radio, a whole number of things. But every person in that entire chain of command all the way to the top gets held accountable. So this is a quality that we learn and that we bring to the work workforce. And it’s natural to us veterans. And the final one is accessibility. So make yourself accessible. There’s an open door policy that, um, most leaders have to allow soldiers to come in and get on their calendar and say what’s on their mind. It can get a stigma sometimes because your immediate supervisor may think, hey, she’s going over my head. But the point of the whole thing is you’re there. And if a soldier feels uncomfortable talking to their squad leader or their platoon leader, they have the permission to go to that commander. And it’s not abused. It’s usually because something perhaps might be going on that they feel they need to go to the next level with that conversation. So accountable, authentic and accessible. Those are my three A’s.

Trisha Stetzel: I love that. Thank you for sharing. And I think you and I should write an article about does the audio match the video? I love that. I might steal it if that’s okay.

COL (Ret) Irene Glaeser: : Well, it’s out there, so it’s all yours.

Trisha Stetzel: I love that. Okay, Irene, so many veterans face challenges transitioning from the military into civilian leadership roles. What helped you really find your footing as you made that transition?

COL (Ret) Irene Glaeser: : Um, first I want to talk about the word transition. If you enter the workforce and you change jobs After several years, you call it. Congratulations. You accepted a new role. Um, you got a promotion. You switched agencies. Guess what? If you’re a military service man or woman, by transitioning, you mean I’m not just getting a new job. I am putting aside a lifetime of danger. And that might be three years, actually. Or it may be all the way to retirement. But the qualities that I have, the, um, environments that I have worked in, have caused me to very often be in a state of constant movement and, um, you know, making rapid decisions in fluid environments and transitioning is there because you’re you’re taking those skill sets to an entirely different environment that could be slow paced, that could not, um, always recognize the qualities and value that you bring to the table. Sometimes you take, um, uh, enter a job and you realize, well, maybe that isn’t exactly how I want to spend the next 5 or 10 years, because I was trained to do this, and I don’t feel like I’m using that. And so when we transition, there’s a lot on our minds. Um, and adaption, adaption to those new environments is one of the greatest things in mind. But also finding your purpose. Um, also feeling that worth that you felt when you embraced your your fellow soldiers? That was a family.

COL (Ret) Irene Glaeser: : That was camaraderie. And you seek those things in the workforce. So what helped me specifically was I knew that if I left this environment completely, I would be miserable. Um, so I thought, okay, what if I find my purpose? And that purpose does not involve getting paid? So before I found the right, right thing to do, the right positions, um, did a little bouncing around, like, like most veterans do. I made sure that I was in organizations who exist to help other veterans with their transition or helping to, um, fight for benefits. Some of these organizations are the National Veteran Small Business Coalition, where I serve on the Board of directors. Military Officers Association of America, who fights for US medical benefits, retirement benefits, lobbies every day on Capitol Hill, and also just local events coming out for Military Appreciation Day at the local university. Carrying that flag out with so many other veterans onto the baseball field, all of those activities bring me joy and purpose, when sometimes it doesn’t always feel like you get that on a daily basis from wherever you land. So my recommendation is find your tribe. Everything else, the networking you make there will lead you to a paid tribe, perhaps. Or you find that the nonprofit world is the world that you want to remain in.

Trisha Stetzel: Oh my goodness, find your tribe and I feel like your three A’s apply here as well. The, uh, being authentic, accountable and assessable as you transition from what you knew in the military to being a civilian. I thank you for that. That is just beautiful. So, um, I know folks are already ready to connect with you. Irene, what is the best way for folks to reach out?

COL (Ret) Irene Glaeser: : Well, I, um, I’m glad you asked, because I am a creature of one social platform. Social media platform. This has a lot to do with focus for me. I feel like a lot of people do that. Digital, um, spending too much time on these platforms can really distract you from your focus. So I use LinkedIn, where I’ve gained so many connections, many of whom I served with because I have served for for decades in some form or fashion in the past, but it’s also very effective way to promote your own small business, promote your own brand, and get that out there so that other veterans who may have an interest in talking to you for whatever reason, um, can find you accessible. So I am accessible on LinkedIn messaging. Um, please find me. I believe I’m the only Irene Glaeser: , not just on LinkedIn, but in the, uh, what do you call it, the the metaverse. You, um, you can Google my name, and I’m the one that pops up. It’s nice having an uncommon name.

Trisha Stetzel: That’s right. She is not hard to find. So if you’re searching for her on Google or LinkedIn, her last name is spelled g l e s e r Irene Glaeser: . Okay, Irene, back to talking about you. I’d love for you to tell us more about spa. What kind of work you do, and what makes your team’s approach unique in serving federal clients?

COL (Ret) Irene Glaeser: : I went into the IT business for several selfish reasons. I know that the Army, I’m sorry the government spends billions of dollars on information technology. It, uh, requirements change not hour by hour, but minute by minute. And so what better field to go to where? Challenges from a constantly changing landscape, um, are something that come naturally to me. And in addition to that, information technology in the now now called Department of War Or provides direct support to the warfighter on the battlefield. The government and and Department of War bring technology to enable warfighters around the around the globe, and I find that purposeful and exciting. And the last thing I’ll say about that is I’m a lifelong learner. I think we should all be lifelong learners. So webinars, classes, attending conferences is something that keeps my brain sharp and I believe keeps me young, at least at heart.

Trisha Stetzel: I love that, and if you guys are looking for that business, it’s spelled s p a h. And of course it’s associated with Irene you can find. Just Google it and you guys will find all the information that you’re looking for about both her and her business. Okay, Irene. This is the thing that I’ve been waiting to get to. I’m so excited about choose your battles. This book is both personal and powerful. What inspired you to write it, and what do you hope that readers will take away when they read it?

COL (Ret) Irene Glaeser: : So that’s a two pronged question. Of course, it was born of the fact that my grandchildren will grow up and never know the first thing about the Cold War or, or how their grandparents have served. I am, uh, obviously a daughter of a service member, a sister, a wife, my own soldier, myself, and then my son and so many other relatives, and in one case, our grandparents, I’m sorry, our grandkids, all of their grandparents and parents served. So how exciting is that? Um, I wanted to get those stories down. My own style. And in case it hasn’t come through, is I like to poke fun at myself. So I was going to take topics that are pretty intense and make them funny. Um, you almost have to read it to see exactly what I mean by that. But what really? And I’ve gotten so much feedback. It’s the best selling book. There’s a lot of wonderful reviews on there. Um, some by people I don’t know, mostly by people I’ve served with. And what inspires them is the fact that you can find humor in adversity. For example, in airborne school, I’m standing there in what they call a chalk. It’s sort of a equivalent of a squad. And two of the men next to me, which, by the way, everyone was a man that’s in the book, um, stood about the same height, and we were issued the ugliest black glasses that you’ve ever seen, although I think they sort of came back in style, but a little nicer. Just ask Denzel Washington. But but when we were, um, we were issued these black glasses that people called RPGs, rape prevention glasses.

COL (Ret) Irene Glaeser: : And, uh, and the two guys next to me in this squad were just like all of us. We looked ugly. Um, they had shaved heads and they had their black glasses, and, uh, we women, we were marched to the P.x. And they didn’t shave our heads, but they cut them or permed them pretty, pretty rotten. But these guys, the the instructors, which were called black hats. You ate and ate, junior. Now, if you’ve ever seen the movie E.T., that’s a very endearing critter. But I wouldn’t call him attractive. So he referred to them as ate and ate. Junior. And you’re sitting there sweaty and filthy and tired and and unsure of whether you’re going to make it through the next day, much less the next hour. And this instructor, who we all fear Blackhat, has me laughing. Then you get in trouble for laughing. It’s just crazy. It’s just crazy. But it’s so much fun. Trish and I wanted to inspire. Inspire people who feel discouraged, um, who feel like they don’t have worth to look at their own careers and kind of see this, this lifelong pattern of of growing, of learning, of being able to laugh at yourself. Of appreciating the camaraderie that’s all around you. I think it’s a lot of fun and I’m really glad I did it. It was hard. Um, I had to face down memories, good and bad. And I’ve been asked to write another one. I don’t know if I’ll do that, but there’s so many more funny stories.

Trisha Stetzel: I love that. All right, Irene, where can listeners find your book?

COL (Ret) Irene Glaeser: : Um, actually, that’s even easier than finding me. Because if you go on Amazon and type in, choose your battles, if you throw my name after that, it will be the first thing that pops up. I think Katy Perry sang a song called Choose Your Battles. I have a little competition on Amazon, but not much. You can find it there, and every once in a while I sort of morbidly in my mind, Google myself. Um, and maybe morbid is the wrong word, but with great trepidation. And I’ve found it’s been translated in Denmark, somewhere in Latin America, in Germany, the Netherlands. And I was really surprised to see that it’s on Barnes and Noble online. It’s in a lot of locations, Amazon just being the one at the top of my head where it it has sold the most copies.

Trisha Stetzel: I love that and I encourage you guys to save Irene Glaeser: as your favorite author in Amazon. So when she does write her next book, you’ll get a notification. I’m just saying.

COL (Ret) Irene Glaeser: : Irene Frisch I didn’t even know that features out there. So thank you for that shameless plug. I really appreciate it.

Trisha Stetzel: All right. If it’s okay with you, maybe something a little more personal, you know, balancing the work that you do with being a mom and a wife and having a career, and also all of the serving that you do. None of that is a small feat. So what advice do you have for the women who are listening today that are trying to balance purpose and family?

COL (Ret) Irene Glaeser: : I’m glad you asked me that. I’m glad we didn’t, you know, finish up without talking about the women. Um, what I have learned. Because, honestly, I became a mother very early on in my career. Early on, I had to pretty much conceal the fact that I was a mother. Best I could, which presented an enormous amount of stress. But I talked to women in the boardroom today who struggle with the same problems. They’re in the middle of a presentation. They’re in the middle of a high pitched sale, and they get a call that their kid has a fever and needs to go home. It’s what I tell women is that you will always feel like you’re, um, only halfway doing the job of motherhood and halfway doing the job of your, um, profession. Um, well, you always feel that way. You feel like bad mom, bad employee. I would flip that to say, maybe you’re doing 80% in both of those arenas. Stop being so hard on yourself. 80% and 80% add up to way more than 100. Um, but it goes back to find your support group.

COL (Ret) Irene Glaeser: : I’ve, I’ve lived in I’ve lived in areas where I was the only military mom, and I felt very much the, the, the pressure from the moms who chose to stay home and that that’s a tough job. It’s a job I chose not to do. It’s hard. But don’t make me feel ashamed. And I won’t make you feel ashamed that you chose this kind of work. Being a full time mom. And I chose this kind of work. Being a mom on top of a full time career. Both are hard. Both are hard. And you, you throw a lot of challenges in there. Like military moms have to deploy. Military moms have to be gone for a year because that’s how long they’re going to be in some training environment. I missed my daughter’s high school prom. I, I missed a lot of things. And while I felt guilty forever, they are parents. They appreciate. And they’ll tell me the hard work and sacrifice that their mother made. They want to do the same things. So don’t be hard on yourself, ladies.

Trisha Stetzel: Yeah, it’s so important. All right, as we close, the last thing that I’d like to pick your brain on today is exactly what you were talking about. Which is we can’t be too hard on ourselves because we are giving and giving and giving and giving in so many places. What mindset shift? What kind of tools do we need to get out of that? Oh my gosh, I’m not doing a very good job to. I should be proud of all of the things that I’m doing. What is that mindset shift or a tool that we can use, Irene, to get from here to over here and be proud of what we’re doing.

COL (Ret) Irene Glaeser: : And that’s a good way to cap this off. Um, I’m not sure that veterans are always appreciative of their own service and sacrifice, of the fact that they raised their hand to to protect, serve, and defend our nation against all enemies, foreign and domestic. Um, this is this is a unique and special kind of person that leaves the military. And America needs to lean into and and find ways that they can absorb this type of, of a, an amazing employee into their ranks or help them with their entrepreneurship journey. Um, this being hard on oneself is sometimes born out of the very high consequences of making the slightest mistake when you’re under fire, when you’re in battle, when lives are dependent on you, and when you take that next step into the civilian workforce. Sometimes you’re being harder on yourself than the situation merits. So one of the things we don’t do well when we’re serving as take time out for ourselves. Take time for reflection. Take time for self-care. I laughed when a, um, a family member who was a nail biting war fighter, uh, after transitioning, started taking yoga. Uh, you know, we always think of women when we think of yoga. Yoga is very important to service men and women. Um, and this is something the military has been, um, slow to accept and resilience. They call it resilience training. But but if you don’t have that while you’re serving, figure out how to have that time for yourself, that time to reflect, that time to take care, um, after you’re serving. And that will help you to not be as hard on yourself as does your tribe, your your group, your support group that you find after service?

Trisha Stetzel: Yeah. Absolutely. Okay. Irene, you’re probably going to have to come back because they have so many more questions for you. This has been such a great conversation. Thank you for taking the time to spend with me today.

COL (Ret) Irene Glaeser: : Well, you remind me when you say, coming back of my fourth grade teacher who told me, you talk too much. But I like to think I have a lot to say. So I really hope that your readers and listeners, I’m sorry your listeners got something out of this. Some pearl that they can take to their daily lives. I care about veterans. Texas cares about veterans. I was researching the Texas Veterans Commission. Tap into those resources. Um, they are out there even when you feel alone. Um, and so, yes, I have days that I can talk about, uh, our veterans, their sacrifice, their service and how we can support them. And I’d love to come back. Trish.

Trisha Stetzel: Thank you so much. And, uh, thank you for continuing to serve after you’ve served. That’s so important as well. Thank you for your time today. And you guys, that’s all the time that we have with Irene. If you found value in this conversation we had today, please share it with a fellow entrepreneur, veteran or Houston leader ready to grow. Be sure to follow, rate, and review the show. Of course, it helps us reach more bold business minds just like yours and your business. Your leadership and your legacy are built one intentional step at a time. So stay inspired, stay focused, and keep building the business and the life you deserve.

 

Terron Sims II: Strategy, Service, and the Making of a Resilient Leader

January 5, 2026 by angishields

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Beyond the Uniform
Terron Sims II: Strategy, Service, and the Making of a Resilient Leader
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Terron-SimsTerron Sims is a combat veteran, national security expert, and graduate of West Point with over 30 years of leadership across the U.S. Army, Department of Defense, and federal government.

He served in Iraq in 2003, where he helped establish local governance and worked alongside U.S. and international agencies.

Terron has advised U.S. presidential candidates, foreign governments, and senior officials on national security and veterans’ issues. His work includes contributions to major defense initiatives, policy reform, and interagency collaboration.

Today, he continues to serve as a trusted advisor and advocate, bringing strategic insight and deep experience to matters of defense, leadership, and public policy.

LinkedIn:https://www.linkedin.com/in/terron-sims-ii/

Transcript-iconThis transcript is machine transcribed by Sonix

 

TRANSCRIPT

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

Trisha Stetzel: Hello, Houston. Trisha Stetzel here bringing you another episode of Houston Business Radio. It is my pleasure to introduce my guest today, Terron Sims, the second senior strategy and operations executive at Doug Pollard Strategies, West Point graduate and combat veteran. Across three decades spanning the US Army, DoD and federal arenas, Terron has led in complex mission critical environments from mentoring district governance in Baghdad and partnering with the C, P, and UN to design a $29 million real world training village J at J as a national security subject matter expert. He advises US presidential campaigns and foreign governments. He has collaborated with Congress and state leaders on legislation and helped modernize systems inside the Pentagon, including key work on the DoD’s Sexual Assault Incident Database and streamlining Army installation budgets. Today, Terron’s channels channels that same rigor in the private and nonprofit sectors, chairing the board of Affordable Homes and Communities and advising organizations on strategy, crisis management and operational excellence. He’s a relationship builder who turns pressure into progress. And he’s here to share what resilient leadership really looks like. Terron , welcome to the show.

Terron Sims: Thanks for having me, Trish.

Trisha Stetzel: So much. We have so much to talk about today. Did you guys hear all of that? All those accolades? I know sometimes it’s a little embarrassing for us because we don’t get to hear or see those things about ourselves, right? Uh, but I am so honored to have you on the show today.

Terron Sims: I appreciate you inviting me on.

Trisha Stetzel: Absolutely. So tell us a little bit more about Terron .

Terron Sims: Well, we definitely don’t have enough time for that. But at the time that we do have, um, I’m a fourth generation veteran. Um, I grew up in the military culture. My dad’s a retired Marine Corps colonel. Uh, Mustang. Um, and so, you know, service to the nation and service to others is just something that’s been instilled in me from from day one or really from day zero. Um, and so I carry that with me wherever I go and whatever I do, uh, when people ask, what do you do? Which technically the answer is extremely complex. And really, there is no straight answer. I tell people I do good, good work with and for good people. Um, if you’re a good person and you have something you want to do, even if it doesn’t seem to be within my particular lane or subject matter expertise, um, always stand ready to assist those persons. Um, of course, the flip side goes, if I think you have bad character, you’re not getting any help. I don’t care how much money is involved. Um, it is what it is. Um, so, um, I actually do have family down in Houston. Um, in the Houston area. I, um, being that, um, my home state is Louisiana because my parents and in particular my dad, uh, which is the Creole side of my family, we got, you know, family from Saint Martinville, technically all the way to to Beaumont, Port Arthur. So, um, you can imagine there’s some family that are in Houston. Um, so shout out to them if they actually listen to the show.

Trisha Stetzel: Awesome. I love it. Um, tell us a little bit more about Doug Pollard Strategies.

Terron Sims: So I stood the company up back in 2010, the 2008, initially at the, uh, recommendation, lack of a better word of one of my primary mentors, uh, General Dan Crispin, who was the superintendent of the military academy when I was a cadet. And we’re still very close and in touch. Um, I just, um, finished losing my first, uh, political campaign. Needed something to do. Um, and so I formed it to and kind of just use it as a mechanism of, um, the end of the day, as I tell folks, especially once they get a little older, there’s nothing wrong with doing volunteer work for especially for little kids and old people. But, um, you shouldn’t be doing volunteer work for people who are making money off of your volunteer time. Um, so when I found myself in those positions where, um, people were asking me for advice, that seemed to be pretty easy. Simple answers from my end. But then they’re running off making money off that set advice. I said, well, yeah, let me form this thing. So when when said, you know, said advice is needed, I can at least collect a check. So, um, that was that so fast forwarding to the present? Um, I had recently gotten my Sdvosb certification for those who don’t know the acronym because it is a mouthful service, disabled veteran owned small business, which the SBA, Small Business Administration, the federal level administers in many states just like Texas, also have that designation for um, for veteran owned businesses and other other categories.

Terron Sims: So make sure you utilize that when you’re, uh, attempting to get business at the state and local jurisdictional level. But, um, I got that certification. And using that, though, I haven’t really been I haven’t really used it yet, which isn’t a bad thing. Um, I’ve decided to make the pivot instead of just being, like, a strategic advisor and consultant to actually going the traditional business route. So I’m currently. Um, Tricia knows some of this. I’m currently in the process of acquiring a couple companies. Um, I’m great at parachuting in or in my case, air salting in, because I don’t believe in jumping out of a perfectly good airplane. But I will jump out with a rope out of a helicopter. Um, but I’m the type of person who can jump into a chaotic situation organization and make it function. But for those of you all who are who have actually stood up your own businesses, and I applaud you for that, you you all recognize the, the the the amount of effort, um, and annoying effort at times frustrating effort it takes to actually get the get get your company up off the ground and get that first bit of revenue going so you can prove to the banks, you can get your line of credit and all this other stuff.

Terron Sims: Um, and so I decided to circumvent all that process because I attempted to do that and it was, um, I have no hair, so not much to lose in that category. Um, for those who can’t see this, I’m bald. Um, yeah. So I’m going through that that process now, and it’s been fun. It’s been educational. Um, yeah, it’s been fun. Educational. It’s fun. Frustrating sides of it too. But what’s what’s great about it is, you know, my ability to go in and kind of looking using these companies like they’re seeds, right? Like fruit seeds in this case, like, um, and being able to take a look at them and knowing how I can take that fruit and, and grow it exponentially in a manner in which the owners, the original owners don’t, didn’t or do not have the capacity to do so, whether it’s because they’re just tired, because they’ve been running the company for ten, 20 years, um, or the owners don’t have the resources that I do. Um, and the private and the public sector to grow the companies in the manner in which they would like. So, um. Utilizing maximizing my, my, my utility to again, help them because I’m not pushing them out. They’ll still be a part of the company, still have equity in the company, so that as I grow, they too will grow, which is, um, something that’s very important to me.

Trisha Stetzel: So can you tell me a little bit more about the companies that you like to work with?

Terron Sims: Um, to me it’s more about the people than the companies. So the example I use is, um, if you came to me and said, I have, um, these really cool little girl barrettes and I’ve got the, the numbers to show that we can make a whole lot of money making these barrettes, but I just need a little help, you know, getting to that point. I’ll help you. Now, obviously, again, as I said, I’m bald. I have nothing to do with little girl barrettes. I haven’t twisted or braided a little girl’s head since my little sister was a super little girl, and I’m old now. And so is she. Um, but if the person is again the person of good character, and I think you can make some money off of it, I will help you. Even if it has nothing to do with what I do. Um, but to more logically answer your question, Tricia, for me, it’s, um, digital it companies, uh, because that’s where we are. Um, is it, you know, as I state with folks, you know, politics is like the is like the, uh, modern day priesthood, um, digital.

Terron Sims: It is like electricity now, right? Um, you know, when, when I’m mentoring kids and the whole conversation of, well, what do you want to do? And they’re like it. I was like, well, you got to get more specific than that now because McDonald is it? Yeah. Right. Like it touches everything. Right. So for me it’s the IT solutions because we, um, you know, we live in a world now where people are. Decision makers are looking for actual solutions, and they’re not just looking for good ideas on paper. Um, and at the end of the day, um, if I can’t build it, if I can’t build the solution in my hand, proverbial me, then the only other way of building it is with some type of digital IT platform. So by having companies that are in that space, cybersecurity, um, artificial intelligence, machine learning and so forth, um, then you can pretty much solve any problem unless someone wants open heart surgery. But even then. Right. Um, all this real surgery done with robots, right? So. Right. Right.

Trisha Stetzel: It’s true. Mhm. Absolutely. Why don’t we dive into a little bit of this mission driven leadership. So, um, tell me more about how you’re able to still, um, anchor and operate under pressure based on what you learned just from going to West Point or your leadership in the military.

Terron Sims: Yeah. So it’s interesting because you’d like to think that it was like southern upbringing and black parents and church and the Marine Corps and the Army and West Point. Um, and and it’s all those things and it’s not just one. Right. And then there’s also that innate, um, you know, that that part of you that you can’t necessarily fully control, right? Like, we all have our natural impulses, right? Like, if I’m going to a restaurant and there’s clam chowder on the menu, I’m buying clam chowder, even if I know I shouldn’t eat it, because I’m not going to be able to eat the rest of my meal. Right. Just the opposite of of impulses. Um, and so I, I look at all of that too, because in, um, you know, West Point to me, as I explained to people when, especially when they hear negative stories about West Point graduates or, you know, senior officers who graduate from West Point, why do they do that? And it’s like a West Point. Education is like money in the sense of we all heard the phrase along the lines of money accentuates who you are, right? If you’re a good person, then you win the lottery. You know that money allows you to to exacerbate the amount of good you can do to the world.

Terron Sims: But at the same token, if you’re a bad person, you win the lottery. It’s over. Right? It’s bad news. Whatever. Whatever. You don’t have to get into that. We get it. And I look at a West Point degree, West Point education in the same manner, right? I mean, there’s a foundational things that West Point teaches us, but we’re 18 years old. We’ve learned from our parents, we’ve learned from whatever environment we came from, um, whatever church we went to or synagogue whatever. Um, and then we go to West Point. And so for me, it’s a combination of all those things. Um, the selfless service piece, um, you know, and again, maybe it began with, with my parents and maybe then it was further than church, so that when I got to West Point and, you know, when we’re taught the honor code of, you know, cadet, not lie, cheat or steal nor tolerate those who do, it’s like, oh, okay, that’s real. Right? Or, you know, when when you’re, uh, doing your first inspection and your, your, your sock drawer isn’t aligned properly in your platoon, you’re like, oh, did you just kill you just killed someone in your platoon. And you think that’s silly, but then you go to war and then you recognize, oh, like, I really have to have all my ducks in a row.

Terron Sims: I have to make sure my soldiers, my NCOs, all have the proper equipment and that the equipment’s kept kept up properly. Because if it’s not, then, yeah, we might actually die. Right. Um, and so, you know, I take my my education at West Point probably about as seriously as I do most other things, probably even more so than my faith in God. And only because God doesn’t mean me to fight his battles for him because he’s God. But, um, my school does, and it’s. I because Tricia and I, you and I had this conversation. Uh, you know, when we first met. Where it’s important to me for people who either have graduated from high school or have served worn the uniform to truly understand that those positive values that you were taught, because we all were taught the same values, um, even if you went to City Hall, you still had to come back and learn what you missed. Um, and that we take those values and apply them to the real world. And just because the real world has its own rules. Um, and sometimes those rules contradict the rules that we learned while in service. Doesn’t mean that we should not follow those rules. Um, because if the rules we that we learn and applied while we were in service in the Army, in the Marine Corps, whichever branch you served in, in whatever school you went to, right.

Terron Sims: If they were good, then to lead and achieve unity success, then they should be good out in the civilian world also and in your business, right? You shouldn’t have to be making unnecessary sacrifices towards your personnel and your staff, and to your mission solely because you want you care about making the bottom line, or you’re trying to make, um, an even bigger profit than you were the year before, or, um, thinking it’s okay to, to, uh, you know, not treat someone properly solely because you believe that you saw in the civilian world that and that’s what the other person did to make their money. You don’t know what they’re dealing with. They may not be sleeping anymore. They may. You know that person who made all that money stabbing, stabbing people in the back, you know, might be compensating with other things, um, because they know that they that they did the unethical, immoral or just the wrong thing. So sorry, it’s a roundabout answer on on my school, but, um, yeah, I mean, you see the background for those. You can see I love my. Yeah, I’ll be up there next week, but.

Trisha Stetzel: All right. Yeah. And for those of you who are not watching us on video, you should. So hop over to the YouTube channel and, uh, check out the video of Terron and I having this conversation. So I know people are already interested in connecting with you. What is the best way for folks to reach out or connect with you?

Terron Sims: Terron , there are two ways, uh, my company website and my personal website. Uh w-w-w-what strategies or com. Either way, um, that’ll get to me. I’m pretty good at responding, especially on a weekday. Don’t email me on the weekend. Um, but on weekdays, if you shoot me a note, I’m pretty, pretty diligent about getting back to people.

Trisha Stetzel: Fantastic. And, uh, just for clarity, on the website, it’s t e r r o n s I’m s.com. That’s how you guys can find his personal website. And Doug Pollard Strategies is the company website. Okay, Terron , you have not only, uh, with all of your military background and experience, but, uh, DoD and even post, uh, military service. You’ve been involved in big institutions or, um, groups, right? Like the affordable homes and communities like, uh, the DoD sexual assault incident database, like JR. So how did those things that you did, those institutions or those groups and that the space that you were working in on those larger projects, how did that, um, actually create or give you even more skills when it comes to leadership?

Terron Sims: Uh, good question. Um. Affordable Homes and Communities is unique because it’s it’s an affordable housing development organization corporation. But it’s a nonprofit. But it’s also but it’s one of those nonprofits that secretly has $1 billion worth of assets, um, is Houston based. So imagine, um, someone owning $1 billion worth of property in the greater Houston area, right? That’s I mean, that’s really the equivalent of of what we’re doing. And so we, um, we proudly waved the like the nonprofit banner, um, in regards to not only developing, um, homes and communities for, for, for, for, uh, for residents, but also providing the wraparound services and the piece that I’m most proud of, of what brought me into the organization, um, officially back in 2019 is their their youth in, uh, teen mentoring and tutoring programs. Uh, because for us, it isn’t just about ensuring that people, um, who are on the low income side of, of things, uh, have somewhere to live, but but that their children have the ability to climb above their parents station. Um, and so ensuring that those kids, um, that that their, that their children are, um, are, are getting tutored or, and are getting access to colleges and universities and are getting mentors to help them go down that career path. Um, and so that that’s been great. Um, to be honest with you. Um, it’s it’s the only once I left the hill, uh, back in, I forget, 2 or 3 years ago, it’s the only thing I went back to from a volunteer perspective. Um, in Arlington County in Virginia because, well, one, it is a great bullet point. Uh, but the mission itself, two, um, is extremely selfish, like where I tutor with in one of our community centers. None of the other tutors know I chair the board. I’m just the black guy who goes in helping kids with math and drinks coffee all night. Um. There’s that. Um.

Trisha Stetzel: And we have to learn to run these nonprofits as businesses. I mean, that’s the bottom line. If we’re not running them like a business, then we don’t have any money for the actual cause in these nonprofits. Right. Bottom line.

Terron Sims: Correct. And we hit a crisis that. I’d love to change that. Yeah.

Trisha Stetzel: Yeah, yeah. That’s right. Absolutely I totally agree. You’ve mentioned mentoring several times. You talked about it at the top of the hour or the top of our conversation around you being mentored. You also mentor and show up for these kids and families. Um, how how has mentoring played a role in you being the leader who you are today?

Speaker4: You know, the.

Terron Sims: You know, I, I, I’m glad you asked that question because I entered a role I was so I was like, well, I’ll just share this role. I was, uh, Sheila Jackson Lee’s chief of staff, um, for a short period. Um, and it’s been a while since I’d been in a role where I actually was in charge of like direct charge of of folks. Right. So I had the staff and I had our interns, um, both at the Houston office and in, um, the DC office. Uh, but folks on the DC office, we had many more interns than we had actual staff. And these interns were, you know, college kids, they were there, um, or just had graduated from college or something like that. And, um, the temperament in the office was such to where, um, my mentorship to them, to them just pivoted, um, their motivation and inspiration to, to do the work. Um, and I didn’t really realize it until I was getting ready to leave. And I had, you know, closing, uh, counseling sessions with, with, with each of them. And they shared with me, um, how much I really changed the energy in the office. Um, and I keep some every every blue moon.

Terron Sims: I’ll. I’ll open up one of the cards, um, when I need a pick me up. Um, just to, you know, because I don’t like pats on the back. Um, so, you know, just being able to read that my leadership was actually, um, relevant to young person’s life, um, means a lot. You know, when I sit on panels and people ask me, oh, you know, what’s your greatest accomplishment? This and that? Uh, I always go back to the pride I have in the soldiers I led who ended up doing great things in the army after I had left the army. Um, you know, I have kids who I say kids, but, you know, kids who retired as sergeant majors and first sergeants, who I got straight out of basic training when I still keep in touch with. So. So for me, it’s it’s about that intangible impact that the second, third, fourth degree level effect, um, positivity that you can have on someone because you don’t know. You know what? Bit of kindness or candor or compassion that you can share with someone at a particular moment that either changes their trajectory or leads them towards, um, towards quote unquote greatness.

Trisha Stetzel: Yeah, absolutely. Well, we we don’t know what baggage they bring to the table, right? We don’t always know what they’ve been through and what will resonate with them and how we can truly be good leaders for them. All right. As we get to the back, back end of our conversation, I’ve got one last question for you. Um, you’ve led in a lot of places in combat, in the government and even in the boardroom, as we just talked about. So if you could leave our listeners with one principle for leading with integrity when the stakes are high, what would it be?

Terron Sims: Oh, wow. Um, it’s never about you. Um, it’s always about the people you serve or the people who really have to do the work. Um, whenever I’ve written policy, we don’t have time for the whole story. But I remember explaining to a to a to a marine Corps squad leader two, many years ago, um, we were over at the uh, weapons training Battalion at Quantico, and he wanted to know why me and my colleagues were there, more colorful language he used. But I said, because it’s important for me that whatever policy that I’m either writing or or, um, or advising in the writing of and the people who are sitting at those tables making decisions that affect your life and the life of my little brother and life of my buddies, that that y’all’s welfare is on the front of their minds because they have to understand that you’re the ones who are having to execute these missions. Um, and so for me, that’s what’s always most important is thinking about the people who are affected by what I have to do because I’m always going to be okay. Um, I joke with friends. God’s got me so I don’t have to worry about, um, taking care of myself. So as long as you all take care of who you have to take care of. Um, like we say in the army, take care of your soldiers. Everything. Everything else takes care of itself.

Trisha Stetzel: Yeah, that’s true everywhere. And if we could all embrace that. Right, people first, uh, and making sure that they have what they need or any decisions that we’re making, we take them into consideration. That’s how we get by in in big organizations, right? Is include them in the decision making. Love that. Thank you so much for being with me today. I really appreciate your time.

Terron Sims: Oh, thanks for having me, Tricia. Thank you.

Trisha Stetzel: Yeah, absolutely. All right. One more time. How can people find you?

Terron Sims: Uh, my two websites, company, Doug Pollard Strategies. Com and then the personal Sims comm.

Trisha Stetzel: Perfect. You guys know I’ll put that in the show notes as well. So if you’re sitting in front of your computer, you can point and click and connect directly with Terron . If you’re in your car, please wait until you get home to point and click on anything. Uh, all right, you guys, that’s all the time we have for today. Terron , thank you so much again for your time. If you guys found value in this conversation we had today, please share it with a fellow entrepreneur, a veteran or a Houston leader ready to grow. And as always, be sure to rate and review the show. It helps us reach more bold business minds just like yours and your business. Your leadership and your legacy are built one intentional step at a time. So stay inspired, stay focused, and keep building the business and the life you deserve.

 

Helen Panos on K-12 Tutoring and Executive Functioning

December 23, 2025 by John Ray

Helen Panos, Dynamis Learning, on K-12 Tutoring, Executive Functioning Coaching, and Educational Advocacy (North Fulton Business Radio, Episode 925), with host John Ray
North Fulton Business Radio
Helen Panos on K-12 Tutoring and Executive Functioning
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Helen Panos, Dynamis Learning, on K-12 Tutoring, Executive Functioning Coaching, and Educational Advocacy (North Fulton Business Radio, Episode 925), with host John Ray

Helen Panos, Dynamis Learning, on K-12 Tutoring, Executive Function Coaching, and Educational Advocacy (North Fulton Business Radio, Episode 925)

On this episode of North Fulton Business Radio, host John Ray welcomes Helen Panos, Founder and CEO of Dynamis Learning, a K-12 tutoring company serving students nationwide. Helen, who spent 25 years in Fulton County schools as a middle school teacher, gifted program lead, and 504 chair, launched Dynamis Learning 10 years ago to address gaps she witnessed in traditional classroom settings.

The conversation explores how Dynamis Learning differs from large tutoring companies through three key services: one-on-one virtual tutoring across all subjects, executive function coaching for students who struggle with organization and time management, and educational advocacy to help families navigate 504 plans and secure necessary accommodations. Helen shares compelling success stories, including a student who improved her SAT score by 300 points after receiving extended time accommodations, and she explains how executive functioning skills help students manage ADHD, working memory issues, and the demands of accelerated coursework.

Helen discusses the rise of ADHD diagnoses, the pressures of accelerated math programs in middle school, and why early intervention with executive functioning strategies prevents frustration and academic struggles. She also announces her podcast, Smart Parents Successful Students, which addresses common challenges parents face supporting their children’s education.

John Ray is the host of North Fulton Business Radio. The show is produced by John Ray and North Fulton Business Radio, LLC, an affiliate of Business RadioX®, and is recorded inside Renasant Bank in Alpharetta.

Key Takeaways from This Episode

  • Dynamis Learning offers three core services that set it apart from large tutoring companies: personalized one-on-one tutoring, executive function coaching to teach organizational and time management skills, and educational advocacy to help families secure 504 accommodations for students with ADHD and learning disabilities
  • Executive functioning skills address common challenges like task initiation, working memory, organization, and emotional control, which are particularly critical for students with ADHD who face demands from accelerated coursework, sports, and extracurricular activities
  • Early intervention with executive function coaching helps students develop lifelong skills they’ll need in college and careers, while advocacy services connect tutors directly with teachers to identify specific student needs and secure appropriate accommodations like extended test time
  • Helen identified concerning educational trends before COVID, including the rapid expansion of accelerated math programs that push students through algebra and geometry in a single year, often requiring tutoring support just to survive the pace

Topics Discussed in this Episode

00:20 John Ray introduces the show and guest Helen Panos
02:02 Helen Panos introduces Dynamis Learning and its nationwide K-12 tutoring services
03:13 How COVID enabled virtual tutoring to become 95% of the business
03:41 Helen’s background: 25 years in Fulton County schools as a gifted lead and teacher
04:43 Educational issues Helen identified before COVID, including curriculum acceleration
06:50 Different levels of giftedness and diagnostic challenges in schools
07:59 Helen explains educational advocacy and 504 plans for students with disabilities
10:06 Success story: Student gains 300 points on SAT after securing extended time accommodations
12:18 How Dynamis Learning differs from large tutoring companies
13:27 Executive function coaching: definition and core skills
16:01 Strategies and tools executive functioning coaches use with students
18:36 Success stories from executive function coaching clients
21:33 Why executive functioning skills are lifelong, not tied to specific subjects
22:26 Benefits of early intervention with executive functioning skills
23:35 Helen’s podcast: Smart Parent Successful Students
24:32 Signs that indicate parents should reach out for tutoring or coaching support
25:53 Success story: Addressing reading gaps before gifted program testing
27:55 How to contact Dynamis Learning

Helen Panos, Founder and CEO, Dynamis Learning

Helen Panos, Founder and CEO, Dynamis Learning
Helen Panos, Founder and CEO, Dynamis Learning

Helen Panos is an accomplished educator with over 25 years of experience in a public school system. She began Dynamis Learning, her K-12 nationwide tutoring/SAT/ACT and parent advocacy business, 10 years ago. She is passionate about helping children reach their potential. She listens to what a parent needs and matches them with the right type of tutor. This tutor helps customize a program that will motivate and move the child forward in their academics with ease. Helen is a part of the business and currently has 20 tutors on the Dynamis Learning staff, which can help with a variety of subjects.

You can find Helen regularly on her Dynamis Learning Facebook page, where she does Facebook Lives. The topics are those that she has heard most parents struggle with when it comes to their kids being successful in school and in life! She also hosts her own podcast, Smart Parents Successful Students, which can be found on Spotify and her YouTube channel.

LinkedIn

Dynamis Learning

Dynamis Learning is a K-12 nationwide tutoring/SAT/ACT prep/advocacy and executive function company. Our team of 20 tutors mainly work virtually, and they encompass a variety of subject matter knowledge from reading to math/science and study skills. They are also able to tutor students in person in the metro Atlanta area, whether at a library or in their home. Advocacy is a big part of what Dynamis offers families; thus, they are pleased to provide resources and specialized support for a child when needed. In 2025, their service offerings grew to add individualized executive function coaching for 6th-12th graders and college essay writing. Soon, Dynamis will also provide small-group executive function coaching for 3rd–5th graders.

Website | Facebook | Instagram | YouTube | Podcast

Renasant Bank supports North Fulton Business Radio

Renasant BankRenasant Bank has humble roots, having started in 1904 as a $100,000 bank located in a Lee County, Mississippi, bakery. Since then, Renasant has grown into one of the Southeast’s strongest financial institutions, boasting over $26 billion in assets and more than 280 offices offering banking, lending, wealth management, and financial services throughout the region. All of Renasant’s success stems from the commitment of each banker to invest in the communities they serve, which in turn helps them better understand the people they serve. At Renasant Bank, their banking professionals understand you because they work and live alongside you every day.

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

Beyond Computer Solutions supports North Fulton Business Radio

Whether you’re a law firm, medical practice, or manufacturer, there’s one headline you don’t want to make: “Local Business Pays Thousands in Ransom After Cyberattack.” That’s where Beyond Computer Solutions comes in. They help organizations like yours stay out of the news and in business with managed IT and cybersecurity services designed for industries where compliance and reputation matter most.

Whether they serve as your complete IT department or simply support your internal team, they are well-versed in HIPAA, secure document access, written security policies, and other essential aspects that ensure your safety and well-being. Best of all, it starts with a complimentary security assessment.

Website | LinkedIn | Facebook | YouTube

About North Fulton Business Radio and host John Ray

With over 900 episodes and having featured over 1,400 guests, North Fulton Business Radio is the longest-running podcast in the North Fulton area, covering business in our community like no one else. We are the undisputed “Voice of Business” in North Fulton!

The show invites a diverse range of business, non-profit, and community leaders to share their significant contributions to their respective markets, communities, and professions. There is no discrimination based on company size, and there is never any “pay to play.” North Fulton Business Radio supports and celebrates businesses by sharing positive stories that traditional media ignore. Some media lean left. Some media lean right. We lean business.

John Ray, host of  North Fulton Business Radio, and Owner, Ray Business Advisors
John Ray, host of North Fulton Business Radio and Owner, Ray Business Advisors

John Ray is the host of North Fulton Business Radio. John and the team at North Fulton Business Radio, LLC, an affiliate of Business RadioX®, produce the show, which is recorded inside Renasant Bank in Alpharetta.

The studio is located at 275 South Main Street, Alpharetta, GA 30009.

You can find the entire archive of shows by following this link. The show is accessible on all major podcast apps, such as Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, and many others.

John Ray, The Generosity MindsetJohn Ray also operates his own business advisory practice. John’s services include advising solopreneurs and small professional services firms on their value, their positioning and business development, and their pricing. His clients are professionals who are selling their expertise, such as consultants, coaches, attorneys, CPAs, accountants, bookkeepers, marketing professionals, and other professional services practitioners.

John is the author of the five-star rated book The Generosity Mindset: A Journey to Business Success by Raising Your Confidence, Value, and Prices, praised by readers for its practical insights on raising confidence, value, and prices.

Tagged With: 504 plans, ADHD, Beyond Computer Solutions, Dynamis Learning, educational advocacy, executive function coaching, executive functioning, Fulton County Schools, gifted education, Helen Panos, John Ray, K-12 tutoring, learning disabilities, North Fulton, North Fulton Business Radio, online tutoring, renasant bank, Sandy Springs, tutoring services, virtual tutoring

Unlocking Sales Success: The Secrets Behind Sandler’s Unique Methodology

December 19, 2025 by angishields

HVR-Sandler-Feature
High Velocity Radio
Unlocking Sales Success: The Secrets Behind Sandler's Unique Methodology
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In this episode of High Velocity Radio, Joshua Kornitsky interviews Amy Sulka, president of Sandler by Sales Sellutions360. Amy shares her journey from multifamily real estate sales to sales training, highlighting Sandler’s unique, process-driven approach. The conversation explores diagnosing true sales challenges, the importance of mindset and communication, and the value of ongoing, tailored training for sales teams and leaders. Amy emphasizes building scalable, repeatable sales processes and offers insights for organizations seeking stronger, more predictable sales performance.

SANDLER-logo

Amy-SulkaAmy Sulka brings over 25 years of rich experience in business-to-business, complex solutions, and strategic enterprise sales to her role as a sales performance coach.

A self-proclaimed “recovering corporate refugee,” Amy has dedicated her career to coaching, training, and developing sales talent. She discovered her genuine passion lies in empowering sales teams—focusing on deal coaching, boosting motivation, and enhancing confidence. However, she found traditional management roles less fulfilling, prompting her to carve out a path that aligned more closely with her interests and strengths.

Driven by her desire to concentrate on what she loves most, Amy founded her own Sandler training center. Her mission is to elevate sales performance for businesses and selling professionals, tackling familiar challenges like closing deals more effectively, strategizing pricing, and shortening sales cycles.

Amy employs the proven Sandler methodology to address specific pain points, such as engaging decision-makers, boosting closing ratios, and fostering a robust sales culture.

Amy’s approach is grounded in practicality and tailored to real-world demands. Her commitment to her clients’ growth and her straightforward, results-focused strategies make her an invaluable partner for business owners and selling professionals aiming to scale their ventures and achieve tangible results.

Connect with Amy on LinkedIn.

Episode Highlights

  • Sales performance improvement
  • Sales training methodologies
  • Leadership development in sales
  • Transition from multifamily real estate to sales training
  • Unique aspects of Sandler sales methodology
  • Importance of mindset in sales success
  • Communication skills in sales interactions
  • Diagnosing root causes of sales challenges
  • Tailored training approaches for different organizations
  • Ongoing reinforcement and scalability in sales training

Transcript-iconThis transcript is machine transcribed by Sonix

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studios in Atlanta, Georgia. It’s time for High Velocity Radio.

Joshua Kornitsky: Welcome back to High Velocity Radio. I am your host Joshua Kornitsky, and I have an amazing guest here with me today. I can’t wait to introduce everybody to, uh, Amy Sulka. Amy is the president of Sandler by Sales Sellutions360. She works with organizations that want stronger, more predictable sales performance. Her work really focuses on the barriers that keep sales efforts from moving forward, and the structural changes that help teams sell with confidence and consistency. She brings a practical view shaped by what she sees inside growing companies. And today we’re going to explore some of the challenges that she deals with. Welcome, Amy. I’m so happy to have you here.

Amy Sulka: Thank you so much for inviting me to be on your program today.

Joshua Kornitsky: Oh, it’s a pleasure to have you. So I always like to start with the beginning, where, you know, what’s your origin story? How how how did sales become your field of expertise?

Amy Sulka: Well, it’s an interesting story. I have, uh, 25 years, uh, in the multifamily business in my first career, prior to buying my Sandler business. And so I was developing sales people in various capacities during that entire time, starting in the late 90s. So I’m dating myself a little bit here, training as a field trainer, training, uh, leasing consultants, featuring benefit selling for apartments. And then, uh, I moved into the supplier side of the business. And so I was selling services, uh, to multifamily owners and developers. And through that, I had formal mentorships, informal mentorships. I was an individual producer. I led sales teams I have done B2B, B2C. Complex solution sales, enterprise sales, uh, you name it, I’ve probably done it.

Joshua Kornitsky: So it sounds like you’ve got a pretty wide breadth of experience across. I don’t want to say all the, the aspects of sales, but a great many of them.

Amy Sulka: I have, uh, I have a lot of experience with a lot of different types of sales, a lot of different sales cycles, different industries, things of that nature. So when I say different industries, it was all within multifamily, but I sold advertising, I sold custom video production, I sold, uh, amenity services, I sold software. And so the who I was selling to were apartment owners and developers, but I sold different types of products and services for sure.

Joshua Kornitsky: So, Amy, it sounds like you really worked with a number of different capacities, albeit within several verticals of, of the multifamily and that type of industry. But how did that experience across those different domains, for lack of a better expression, help inform you to better be able to coach and to teach before we even get to Sandler, because you said you were you had your own sales teams.

Amy Sulka: So that’s an interesting question. That’s that’s an interesting story. So I had kind of worked myself into a position. Uh, I had become the EVP for a software company. And, you know, I was invited to come into this company, and I was like, I’m going to pour into the sales teams. I’m going to teach them everything I know about sales. We’re going to print money. It’s going to be amazing. As you probably know, that’s not really how leadership works at that level. And so sometimes I had gotten into a role where I wasn’t really able to do that. And I knew that that type of role wasn’t the right fit for me long term. And I also felt like going back into an individual producer position felt like going backwards. So I kind of felt stuck in some ways and I didn’t really know, like where to go. And uh, as circumstance would have it, uh, that company ended up selling to another company. And through that transition, um, I, along with a lot of the people at my company, were laid off. And so that ended up being a huge blessing. Didn’t feel like a blessing in the time, but it ended up being a blessing. If it weren’t for that, I wouldn’t have had the space to go out and talk with the business broker who introduced me to Sandler. Um, one of the things that we talked about when we were evaluating what types of businesses might you want to buy, and I guess I skipped the part where I shared with my husband, hey, I don’t know if staying in multifamily is what I want to do anymore.

Amy Sulka: Maybe we should explore business ownership. And so we said, that sounds great. Do you want to build it or buy it? And I was like, I don’t know. So he, uh, he and I talked to a business broker and we, you know, they have you do these assessments, what do you want to do? And I was like, well, I’m good at two things. I know real estate. And I know, uh, how to develop salespeople. I’m good at sales. And so we looked at some opportunities in each of those categories. But I was not trained in Sandler originally. I have been trained professionally, trained in other sales methodologies. So when she introduced me to Sandler, I could tell that it was different, but I couldn’t really understand why. So I spent a fair amount of time and due diligence trying to understand it. And once I understood it, the light bulb went off and I realized all the bad sales habits that I had, that I didn’t know, that I had all the blind spots. And I decided, okay, well, this is an opportunity for me to do that. Those parts of the job that I love, which is working with the teams and developing the sales people without the parts that I don’t love, those management, things like, you know, having performance conversations and putting people on a plan and, you know, reviewing.

Joshua Kornitsky: The necessary parts of leadership.

Amy Sulka: Exactly.

Joshua Kornitsky: Um, so it it sounds like from that downturn, great opportunity presented itself. And and after you evaluated it, you decided this was for you. So. So tell us what makes Sandler different. Your own words. You said that you’d been professionally trained, but you could tell Sandler was different. How how was it different than. I don’t want to give other examples. Just say we all know there’s many sales systems out there.

Amy Sulka: Well, there were a couple of things that I recognized as being different. So every other sales training that I’d ever had, it was presented kind of as a two day boot camp type of thing, which boot camps are a lot of fun? Sure. Come in and get a lot, you know, get fed with the fire hose and then you retain about 10% of what you learn, and you go back out in the field and immediately get put in the hot seat and forget everything that you learned, right?

Joshua Kornitsky: Or you revert back to the bad habits you walked in with.

Amy Sulka: Exactly. Because there was no reinforcement, right? And I didn’t understand this even about Sandler like I got I’m embarrassed to admit this. I got all the way into deep into the conversation where I took a trip up to our corporate headquarters in Baltimore and still didn’t understand that Sandler wasn’t a two day boot camp. Oh, wow. And so I get up there and I’m still trying to understand how is it different? And they were like, no, we do reinforcement training over time. Like we’re giving you little chunks. And I was like, oh, that makes a lot of sense. Um, so that was one thing. Um, the second thing is I had never been taught how to sell using a process. So for all the success that I had as an individual producer, I was really good at building relationships. I was great at prospecting. I was great at memorizing scripts and learning what questions to ask. But when the buyer would go off script. I didn’t really know how to stay in control of the sales call, and that was one of the things that I learned when I came to Sandler. When I saw the process, I was like, that’s why I lost that deal. That’s why I couldn’t get to that decision.

Joshua Kornitsky: So it forced you to be retrospective. You had to look back and see where things didn’t line up.

Amy Sulka: Dollar signs were just cha ching in my head, like all the money I had left on the table. It’s it’s embarrassing. Um, but as I realized, that’s why that deal fell apart at the last minute. Um, because I didn’t know to ask these questions. I didn’t know to do this, to stay in front of the sales call. Uh, so I’d never been taught to sell using a process. One of the things that I found to be different, all of the sales companies that I have been trained in would teach you technique. And technique is important. We spend a lot of time talking about technique also, and that’s what people want when they come to sales training. But technique by itself isn’t enough. Probably more than 50% of the success rate for most sellers is right here. It’s between the ears. It’s the mindset that they have. And I didn’t understand. Nobody had ever taught me about the mindset and how that influences and shapes your sales success. Uh, the third part of that, we call it our success triangle. So it’s technique attitude, which is the mindset and then the behavior okay. So you can do the behavior. But if you’re doing the behavior with the wrong mindset. And I’ll give you an example of what that might sound like. I don’t want to make cold calls because I don’t like getting cold calls. They don’t work. Nobody picks up their phone anymore. Well, if you have that belief about making cold calls, then that’s going to become a self-fulfilling prophecy, because you’re not going to make any.

Joshua Kornitsky: Someone wiser than me once said that, that you manifest what you meditate on. And if you focus on the fact that cold calls don’t work, they’re never going to work, I guess.

Amy Sulka: Yeah.

Joshua Kornitsky: So you’ve explained the, the three pillars so to say. And that’s my word not yours. So if I use the wrong terminology please feel free to correct me. Um, but help us understand that’s in just sales training. But Sandler’s a lot more than that, isn’t it?

Amy Sulka: Everything that we do is founded in communication skills. Really. If you think about what is a sales call, it’s a communication between two adults to get to the truth. So if we can improve the communication skills, if I can learn what are my own communication triggers that make me not communicate effectively, and then I can learn to recognize in someone else what are their preferred communication styles, and then what are the communication triggers that are taking this conversation off the rails. And I can get in front of that, then I can better control the The conversation.

Joshua Kornitsky: Is that something that you work with folks on even over the phone? Because my brain I when when you say that, I immediately think body language. But we don’t always have the advantage of of seeing people face to face. Is Sandler able to help people in, in every aspect of selling that way?

Amy Sulka: Yes. There’s there’s three main things that we talk about with the communication. So the words that we use represent 7% of how our message is received.

Joshua Kornitsky: Okay.

Amy Sulka: The other 93% is made up in the body language, as you mentioned, or the physiology and the tonality that we use. So even if you’re on the phone, you can interpret someone’s tonality. And if you think about how people speak to their pets. Pets don’t understand our verbal words, but they know if we’re mad.

Joshua Kornitsky: Yes they do.

Amy Sulka: They know if.

Joshua Kornitsky: They’re in.

Amy Sulka: Trouble, right?

Joshua Kornitsky: They certainly do. Yeah.

Amy Sulka: Cues are things with our active listening that we teach our sellers, um, to start to listen for in their sales meetings. And and so it’s not just the words, but it’s the way somebody phrases something that the sellers need to be able to sense. Okay, there’s some discomfort here. If I power through this and I don’t uncover whatever they’re, they’re uncomfortable about, we’re we can’t move forward. Like, we have to stop and address this. And so we just give them some language to say, hey, you know, should we pause for a second? Like, it sounds like, you know, maybe that that didn’t sit well. Or maybe you’ve got some questions.

Joshua Kornitsky: It it’s I want to ask this the right way. It seems like there’s a solid psychological and scientific foundation to a lot of what you’re sharing. Because I was in sales for 20 years and in my sales background, you know, we use the, the, the generic. Well, it’s a gut feeling. You know, deals going to happen, deals not going to happen. Um, and if and if they got wishy washy about it. They being the buyer, you just kept pushing. Sounds to me like there’s more to it.

Amy Sulka: Well, I, I was pretty successful in my prior career using that same methodology. Um, and I started to realize how much money I left on the table doing that. I mean, it works a fair amount of the time, but that’s not scalable, right? Absolutely. So we give our leaders some metrics that they can use to measure some questions to ask. Uh, one of the hardest things for me, when I was a, when I was leading sales teams, is being able to validate when you tell me this deal is coming in this month or this quarter. How do I know it’s real? I could never validate what was real and what wasn’t. Now I had certain reps that I worked with that their forecasts were more accurate than I trusted, a little bit more when they were would say, we had a great lunch like this is coming in. We really bonded. But I didn’t have the language at that point because I didn’t have Sandler yet to to know how to ask. Well, tell me what happened in your sales meeting that led you to believe that this opportunity is qualified to be able to close this this month or this quarter? And so now we’ve got the language. It was always here. I just didn’t know about it. Now we’ve got the language that we can give to the sales leaders to be able to validate what’s real and what’s not.

Joshua Kornitsky: So it’s not just process. It’s not just training. It’s also leadership training.

Amy Sulka: Yes.

Joshua Kornitsky: Okay. So so let’s let’s talk about for a minute to to help better understand if who what are the types of companies you typically work with size wise, or is there a profile or what’s your ideal size to work with?

Amy Sulka: So the clients that I work with are in any type of industry. They typically have sales teams, um, maybe 5 to 15 people I work with smaller, I work with larger. Um, that’s kind of the sweet spot where there’s not a lot of corporate red tape that needs to get involved in the decisions. Uh, but I do have larger and I do have smaller, and I’ve had solopreneurs come to me so we can work with any size company or any type of individual who wants to be able to, uh, learn better communication skills in the way. The reason that I phrased it that way, instead of saying people that want to learn to sell, is because I have had people come through my program that aren’t salespeople. They want to learn better communication skills because they’re still client facing, they’re still interacting with clients. And so they need to have the cross sell, upsell, um, abilities. And so maybe it’s not just sellers, but there’s other client facing people in the organization who can benefit as well. So the teams and the clients that I work with, I mentioned they’re already typically very good at what they do, but they’re looking to take a couple of strokes off their golf game. Okay. All right. So I’m not necessarily taking them and doing a complete overhaul. I mean, sometimes I am not usually, typically. We’re just tweaking some things to be able to shorten sales cycles, help them win more deals, help them win bigger deals, or help them learn how to prospect effectively and get more prospects in the pipeline. So we’re not making major changes typically.

Joshua Kornitsky: So understanding that it’s a generic question, what are some of the types of problems that people bring to you when they’re looking for help?

Amy Sulka: It depends on the size of the company. Uh, so larger companies, they are dealing with, um, complacency people, salespeople in comfort zones, and they don’t come to me and say, hey, my salespeople are in comfort zones. They come to me and say, hey, we don’t have enough leads, right? I’m like, okay, well, what does that mean? Because when I hear leads, I think marketing, I’m like, are we talking inbound leads? Are we talking outbound leads? Uh, well, we we just need more leads. Okay. So do you need more sales? Like, are your salespeople responsible for generating those leads? If they’re not going out and doing the prospecting activity, is it because they don’t want to? They know that they need to, but they don’t want to, and they’re just not doing it. Or is it because they’ve never been taught how? Is it because there’s no accountability for them to actually do that in their role? So there could be a variety of reasons that that’s not happening. So the first thing is we got to get to the real problem. That’s one of the big issues is prospecting effectiveness. Um, then we’ve got, uh, our people aren’t closing enough. I’m like, okay, cool. How do we know? And they’re like, well, my people need closing training. Like, okay, well, they’re not closing enough. There’s no magic talk track. I can teach them to get that deal over the finish line if they’ve messed up upstream. So let’s talk about your sales process. Tell me what’s happening. Where are they losing control of the deal. And so again, you know, that could be happening at various points during the sales cycle depending on what their their process looks like. So we’ve got prospecting effectiveness, not closing enough deals. Um, we’ve got negotiating effectiveness. Can’t access decision makers. Um, so there’s a lot of different issues that, that people have that they want to work on depending on their company.

Joshua Kornitsky: And at the risk, again, of understanding that the answer is largely it depends. But to to shed some insight, I’d like to ask how often is the problem that is brought to you what the actual problem is? So we’re going to we need we’re not closing enough. How often is that actually the problem versus it sounds like you do a fair amount of discovery work.

Amy Sulka: Yeah. So we have to realize we have to understand what’s the actual problem. So I’m not closing enough. That’s a symptom. That’s not a problem. So why aren’t we closing enough? Could be we don’t have enough deals in the funnel to begin with. Uh, well, why don’t we have enough deals in the funnel? Is it because, um. Is it because they’re not prospecting? They don’t know how. If they’re not closing enough, is it because we can’t get to the decision makers? Deals are stalling out. They’re getting ghosted. They don’t know how to negotiate. Um, so, I mean, there’s there could be different reasons, but I think we have to ask the question when you say you’re not closing enough, are you open to the idea that that’s the symptom, not the problem.

Joshua Kornitsky: Is the communication you’re demonstrating right now? Is that the type of of training you offer to the leadership to help them rather than, uh, going in and being, uh, just a consultant with a clipboard that that asks a bunch of questions. Do you teach them these skills? Because getting the answer once won’t solve the problem in the future.

Amy Sulka: We do. And so we have a proprietary pain funnel that, that we teach that kind of tells them the order of the questions. And so there’s a model of that that we teach in our sales leadership that models, the same kind of questioning that we teach for the sales training. But to be able to work in a coaching situation with their team in a debrief, maybe after a meeting to say, all right, well, let’s let’s kind of go go through and debrief what happened.

Joshua Kornitsky: That sounds like an enormously valuable skill to learn, because using your own analogy from from your previous sales life prior to learning the communication techniques, uh, it sounds like you can push your way through to a certain level of success, but without knowing how to get to the root of things, uh, you’re going to ultimately hit a wall.

Amy Sulka: Well, I, I share this, so I do a lot of, uh, speaking opportunities. And when I first started speaking, I was surprised that I would have audience members at the end of my speaking engagement who I’d never trained, never met before, stand up and give a raving testimonial about Sandler training that they took ten years ago from some somebody else, and they would be like, oh my gosh, this completely changed my life. After about the fifth or sixth time that that happened, it started to become normalized a little bit. But the first few times it happened, I was like, this is really cool. Like, tell me when you say Sandler changed your life. Like, what does that mean? It’s because the communication skills that we teach them to have better sales conversations and better coaching conversations with their team, they learn those skills, and then they have better coaching or better conversations at home with their spouse. And they learn how to get their kids to start opening up to them about how their day was, so that when they’re sitting at the dinner table and they’re like, how was your day? They get something better than just fine that.

Joshua Kornitsky: So I want to come back to that. But you said something that I do want to ask about. You said when doing speaking engagements, is that something that you’re open to still?

Amy Sulka: Yeah. So that that’s one of the biggest ways that I find new prospects for my own business. The thing about sales training, first of all, nobody ever has a budget for it, it seems. And, um, they don’t think that they need it because they, they have their own blinders on and they just think that things are the way that they are. And there’s not a version of better that they can imagine until they come to one of my workshops and then the light bulbs start going off and they’re like, that’s why that happened. Same thing that happened to me when I bought my business. And I was like, oh my gosh, that’s why that deal fell apart at the last minute. That’s why I couldn’t get to those decision makers. That’s why I’ve been losing control and getting ghosted and stalls and objections and all of this stuff. And so then it comes together and the light bulb goes off and they’re like, maybe we should talk.

Joshua Kornitsky: When people ask you what you do for a living, you should just tell them you turn on light bulbs.

Amy Sulka: I turn on light bulbs, I love it.

Joshua Kornitsky: Um, so what type of engagements do you usually get from a speaking perspective? You know, what are you looking for? I should say so. So that anybody that’s hearing this knows that you’re available. Obviously you must do, you know, sales training or kickoffs, that type of thing.

Amy Sulka: I do, so I’m available for both free and paid speaking opportunities. And uh, whether it’s paid or free kind of depends on the type of event, the audience that’s going to be there and so forth, what the topic is. So there’s a there’s a few factors that go into that. But I have I am available to come in and do workshops, private workshops for companies, sales, kickoff meetings, conferences, uh, trade associations who are looking for speakers, um, either to come in for a lunch or some type of event.

Joshua Kornitsky: Okay. We’ll make sure when when we publish, we’ll have all of the contact links for you so that anyone that wants to engage you on the speaker side, never mind the Sandler side. Well, we’ll have that info for them. Um, so thank you for telling that because otherwise I never would have known. Turning back in on communication, the, the one of the questions that that’s kind of burning in in my mind is two questions. Question number one is this one size fits all with with what you bring. When I get that, you know, a ten person company versus a 10,000 person company, is it the same solution for both.

Amy Sulka: Yes and no. And so what I mean by that is the process that we teach. Whether you’re a solopreneur coming to me or you have ten salespeople or you have 5000 salespeople, the process that we teach is the same.

Joshua Kornitsky: Okay.

Amy Sulka: Now we have to massage that a little bit, because when I’m asking you about what problems you have, when you have sales training, those those questions that I ask or when you have sales training needs are going to sound different in my world, then they’re going to sound in your world or, you know, in somebody else’s world. So we have to take the framework and treat that kind of like training wheels. Across the framework of what we’re trying to do with it. But let’s come up with the top tracks and the language and the questions that actually make sense in your world. For your clients.

Joshua Kornitsky: That makes sense. So it’s tailored to the needs of of a ten person company selling widgets versus a 10,000 person company selling SaaS product. Exactly that. That makes sense. And then the other question that I have, because every as you said, there are many flavors of of sales training. This is communication training. Is it one and done. Do you spend, you know, an engagement of a couple of months with them, shake their hands and wish them well? How does it how does the engagement work?

Amy Sulka: Depends on the client and how much help they want. And so the way that I tend to describe this, do you play any instruments, Joshua.

Joshua Kornitsky: Uh, I play the stereo.

Amy Sulka: Okay. Well, I play the guitar.

Joshua Kornitsky: Okay.

Amy Sulka: And I took lessons. Guitar lessons for a number of years. And the first thing that you need to do when you’re learning to play an instrument. Before I can play a song, I have to learn to play a note.

Joshua Kornitsky: Sure.

Amy Sulka: And I learned to play a group of notes called a chord. Then I can start to play several chords, but I can’t necessarily play a song. Or when I play a song like it’s row, row, Row Your Boat or something.

Joshua Kornitsky: It’s foundational building.

Amy Sulka: And then the more I practice and the more repetitions I get of playing those chords together in a sequence, now I can play songs. I can play harder songs, longer songs, more difficult songs. Sales training is kind of like that. So depending on how much help the client wants, some people just want a boot camp.

Joshua Kornitsky: Okay.

Amy Sulka: That’s fine. Like, we’re going to have a conversation about what type of behavioral change you’re going to get out of a one, 1 or 2 day boot camp. But sometimes they just want me to come in for an event for a sales kickoff meeting. And that’s the end of the engagement. And that’s fine. Um, most companies are going to want that reinforcement training over time. And so we have solutions for that. And the duration. There’s there’s no finish line. It’s um you know how much change do you want. Do you plan to continue to add new people to your sales team as your company grows? Are you going to be promoting leaders? So ideally I’m going to grow with them. And as their sales team gets better, they’re going to be growing and scaling and opening new markets and offering new products and, um, calling on bigger accounts. And there’s going to be a need for us to grow together.

Joshua Kornitsky: It sounds like in an optimal engagement, it’s it’s a parallel path of you help them continue to grow. Um, because the word you use that caught my attention is, is reinforcement. Having been through many flavors of different trainings, often it was one and done. And in the universe I live in now, one and done doesn’t get a lot accomplished because you’ve got to have repetition. You’ve you’ve got to have reinforcement. Because to your own example earlier people can become complacent because I’m selling, you know, I’m hitting my quota. What else do you want from me? Isn’t everybody? But there is the occasional sales person who takes that perspective, and chances are that’s not really what they want. That’s just where they’ve settled in.

Amy Sulka: Well, that one rep who’s sitting there hitting their sales quota and it’s like, I’m doing fine. Like, why do I need this? Because we call this hostages in my world, um, that happens. And the hostages may be doing fine with sales. Um, but that’s not scalable. That’s not duplicatable. We we have to have a process. And so sometimes I’ll ask leaders, are you managing one process across ten people or are you managing ten different processes?

Joshua Kornitsky: Ooh, that’s a really good question. And and that speaks right to the heart of it because I understand at a high level the value of having that that process. You keep using this word scalability. And while most people, I think would define scalability as sort of the example from earlier of, you know, you’re going to help them continue to grow, but scalability is, is that only growth or is that also sort of to your point, new products, new offerings? Is that also with or depth, not just up?

Amy Sulka: Well, the way that I define it, I think you and I probably define it similarly based on your description you just gave. We can grow meaning we can get more revenue by cross-selling up selling the existing clients that we have if we want to scale. Scaling may be opening new markets, offering new product offerings, bringing more people onto our team, growing our team. And so that looks different than growth by itself.

Joshua Kornitsky: I think that’s a great point. And I would ask is based on your experience, and I know we have a lot of it depends, but based on your experience is, is that an area that’s usually front of mind for an organization that the idea of, of selling in rather than more?

Amy Sulka: I think every organization has their own things that they want to deal with. Uh, again, nobody comes to sales training, at least most of my prospects. They don’t come to sales training with a budget already in mind, because by the time they realize they need it, they’re in trouble in some way. And so revenue is flat, revenue is declining. We’re trying to get in front of it and so is it forefront. I mean, yes, I mean, most most of the clients that I work with are growth minded. Uh, and they’re they’re looking to be able to grow and scale. And sometimes they, come to me and that’s the opportunity that they see. With sales training. I think more often than not it’s the opposite problem, which is, um, tariffs are affecting the economy right now. We’ve got, uh, rising health care costs, eating into margins. We’ve got inflation, we’ve got interest rates. Um, you know, we’ve got all of these things that are giving salespeople new excuses to say.

Joshua Kornitsky: Why I can’t get it done.

Amy Sulka: Why I can’t get the sale done. And so every single deal in the pipeline has become more urgent and more relevant than ever. Right. And there’s more eyes on this trying to say, okay, what’s real in this pipeline? What’s not? I think people are realizing we’ve had order takers or people don’t actually know how to sell now that the economy’s turned and these deals aren’t just coming across our desk openly and freely. So what do we do that’s more typical? What I’m dealing.

Joshua Kornitsky: With. Well, and so I want to latch on to one of the last things that you said. And I think this this rounds us out perfectly. You you’ve given us a couple of indications, but how what are the things anybody listening right now or anybody watching the video? What are some of the early things that they that should make them think now is the time to act and to reach to Amy, to to have the conversation and to understand. You had said things like revenue going flat. What are 1 or 2 other indicators that if I’m a sales leader or, uh, you know, VP or director of sales, that as I’m looking at my numbers other than trending down, which is a flashing red light already, are there other things that that should be the impetus to pick up that phone?

Amy Sulka: Well, one of the first places that I encourage sales leaders to look is in the pipeline, right? So do we have a lot of fluff in the pipeline? And if we have fluff in the pipeline, meaning we’ve got a lot of opportunities, but there’s opportunities aren’t converting or if those deals are just getting pushed out. Is it because our team doesn’t have the skills to be able to get them over the finish line? Are they maybe doing a lot of prospecting? They’re going on a lot of coffee meetings, one on ones. They’re getting a lot of first meetings, but not a lot of second meetings.

Joshua Kornitsky: Right.

Amy Sulka: Um, so that that could be an upskilling opportunity. Sometimes I will hear things that sound like, ah, people don’t have a sales problem or sales are fine. If our team would just follow up on the stuff that’s already in the pipeline. I’m like, again, follow up or lack of follow up isn’t the the problem that is a symptom of a broken sales process, and people don’t recognize it as a symptom of a broken sales process, because what’s happening is the sales reps are leaving their sales opportunities open ended. They shouldn’t need to follow up. They should always have a next step.

Joshua Kornitsky: Right? That’s that’s that’s true gold right there. I know there’s no magic wand. Uh, but that in that piece of information right there, that was that was worth some money. So thank you. Amy. Um, what’s the best way for people to get in touch with you?

Amy Sulka: Well, I’ve got information on my website which I. Or they’re going to show notes. You’ll drop the link. Um, so, uh, both on the sales training as well as speaking opportunities on the website, people can email me, uh, Amy Smolka at Sandler Comm. I’m sure you’ll leave my contact information notes as well.

Joshua Kornitsky: Um, any other points before we go that that you want to make sure that we cover? Because I think part of my challenge when it comes to sales is like a lot of sales, old, retired, I’ll say salespeople is we think we know all the questions to ask. And it turned out, uh, there was a lot more communication training needed.

Amy Sulka: Yeah. Uh, the only other thing I would add is, uh, if you want to add my LinkedIn profile. I’d love to connect with people on LinkedIn. I actually had a lot of training tips and techniques on my LinkedIn, so if people want to follow me there, I’ve got a lot of content that comes.

Joshua Kornitsky: That’s awesome. Um, and that’s another bit of of help. First mindset to, to really put it out there to help people. Amy, I can’t thank you enough. I learned a lot. Uh, I learned that I need to work on my communication, and I look forward to the book you’ll write. Um, it’s it’s really incredible. What a difference. And if I may add, you demonstrated something that I’m always working on. You demonstrated fantastic listening skills, um, which I’d meant to comment on earlier. When when you were making one of your points. And I presume that, too is part of what you train on.

Amy Sulka: It is. But thank you for noticing.

Joshua Kornitsky: It’s it’s it seems it’s so deceptively simple that it’s hard to to not be thinking about the next question and instead to ingest the answer. Um, we are all surrounded by it. I can’t thank you enough. My guest today has been Amy Sulka. She’s the president of Sandler by Sales Solutions 360. She works with organizations that want stronger, more predictable sales performance. Her work focuses on the barriers that keep sales efforts from moving forward, and the structural changes that help teams sell with confidence and consistency. She brings a breadth of experience with her and a whole lot of wisdom and knowledge. Amy, I can’t thank you enough. It’s been a joy to have you.

Amy Sulka: Thank you for having me on.

Joshua Kornitsky: It’s my pleasure. Thank you for joining us for a wonderful episode of High Velocity Radio. I’m your host, Joshua Kornitsky. We’ll see you next time.

About Your Host

BRX-HS-JKJoshua Kornitsky is a fourth-generation entrepreneur with deep roots in technology and a track record of solving real business problems. Now, as a Professional EOS Implementer, he helps leadership teams align, create clarity, and build accountability.

He grew up in the world of small business, cut his teeth in technology and leadership, and built a path around solving complex problems with simple, effective tools. Joshua brings a practical approach to leadership, growth, and getting things done.

As a host on Cherokee Business Radio, Joshua brings his curiosity and coaching mindset to the mic, drawing out the stories, struggles, and strategies of local business leaders. It’s not just about interviews—it’s about helping the business community learn from each other, grow stronger together, and keep moving forward.

Connect with Joshua on LinkedIn.

Janneh Wright: Turning Vision into Sustainable Growth for Nonprofits and Small Businesses

December 19, 2025 by angishields

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Houston Business Radio
Janneh Wright: Turning Vision into Sustainable Growth for Nonprofits and Small Businesses
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Janneh-WrightJanneh Wright is the Founder and CEO of PRIMUS Business Management, where he has spent over 20 years helping small businesses and nonprofits transform their brilliance into scalable, sustainable infrastructure.

As a seasoned consultant, speaker, and systems strategist, Janneh has empowered hundreds of Black and BIPOC entrepreneurs to shift from chaotic hustle to structured growth.

His journey—from losing major contracts as a solo consultant due to weak backend systems to building a thriving, systems-driven company—informs the empathetic and strategic lens he brings to every engagement.

Janneh combines deep operational expertise with a passion for legacy-building, ensuring his clients not only grow but thrive with intention. Primus-Business-Management-logo

Through PRIMUS, Janneh continues to champion equitable business growth, offering clarity, strategy, and the operational foundations that allow visionaries to focus on what they do best: lead, create, and serve.

LinkedIn:http://linkedin.com/in/janneh-k-wright-mba-5b63278
Website: https://primusco.com/

Transcript-iconThis transcript is machine transcribed by Sonix

 

TRANSCRIPT

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

Trisha Stetzel: Hello, Houston. Trisha Stetzel here bringing you another episode of Houston Business Radio. It is my pleasure to introduce you to today’s guest, Janneh Wright, CEO of Primus Business. Business management, a firm that helps nonprofits and small businesses grow with clarity, structure and purpose. With over 25 years of experience, Jennie and his team streamline streamline operations, finance, and HR so leaders can focus on what truly matters. Mission and impact. He’s a first generation entrepreneur. He’s passionate about helping organizations build systems that create freedom, not chaos. Today we’re talking about scaling with intention, leading with purpose, and building businesses that last. Janneh, welcome to the show.

Janneh Wright: Thank you for having me I appreciate it.

Trisha Stetzel: Yeah, it’s very nice to have you on.

Trisha Stetzel: So tell us just a little bit more about you.

Janneh Wright: Uh, sure. Um, I am a I mean, I, I learned recently that I’m no longer a first generation, uh, entrepreneur. I found that my grandfather ran a business that’s similar to mine years ago, which is really exciting to me that this is part of my journey. But, you know, I, I started over 23 years ago in 2002 when I graduated college and I graduated, I’m in New York, and I graduated college right around, um, September 11th in 2001. And when I came back to New York City, there was really no one hiring somebody with an economics degree from from University of Buffalo. So I took my own initiative to really just start doing things in my neighborhood. Right. I started I had a minor accounting. I had been building computers my entire life and I understood how business works. So I started helping people in my neighborhood through their accounting, set up their systems, move things around. And that’s when I learned just from that, because one person would tell somebody else about me and tell somebody about me. So while I was doing this for free, I was being passed around to different organizations to help them get these things in order. That’s what I realized. There was a niche here, right? People start businesses because of the love of a craft or a trade that they’re in. And the reality that they learn is that the business section of it is a lot more arduous and a lot more strenuous than they wanted.

Janneh Wright: So that’s usually the part that causes them the most issues. So what I did was take primates, take what I was doing as a volunteer work, and just helping organizations and really creating a business from it, creating a system to help people really, uh, be able to focus more on why they started the business and not the business aspect of it, but over the years, you know, you start doing things that are all part of business. So I was doing marketing and it and the entire gambit. But you realize that that’s not sustainable. There’s just too many parts of running a business for me to do it myself. So me and my team took some time to really focus on what are the things that business owners really need assistance with, what are the things that really help them drive their company and would take a lot of pressure off their backs? So that’s why we started focusing on HR and accounting and just operational management. And that’s what we’ve been doing for the last probably like 10 to 15 years. That’s all we’ve been managing those three aspects, whether it’s consulting or or taking the entire thing over as an outsource fractional department or just helping with training and supervising other people.

Trisha Stetzel: Okay, fantastic. So I’m curious, before we dive into Primus and some of the other topics around that particular part of the business, I’m curious about how your mindset shifted when you found out that your grandfather was also an entrepreneur.

Janneh Wright: It was awesome. It was awesome. I started asking so many questions of my uncles and it just as you start to realize, especially since my grandfather started a, um, a credit union, right, to help local, uh, local individuals in the neighborhood, local businesses. He also had a supermarket that he used to help with. So when I realized that the core of what he wanted to do was help individuals and help them grow their businesses and help them have the resources they would, I realize, wait, is that in my DNA? Is that is that like in the genes of what we want to do? So that made me very excited. It, you know, knowing that you are part of a legacy that is that is out there to support the world and support others in your community. It really made me feel really, really good really good about that.

Trisha Stetzel: Yeah, absolutely. Well, how fun for you to have learned that even maybe just since the last we spoke together, right? Uh. That’s fantastic. I would love to dive into this three C’s model that you talk about. So can you take us through what that is, um, how you developed it and how it actually helps organizations create healthier and more effective teams?

Janneh Wright: Sure. So the three C’s model came about with one of my, one of my employees, my number two in the organization, the CEO. Um, as she was doing work in the HR section of the organization, she really started to think through, you know, how can we help clients really get up to speed quicker? Right. And what is what are the mechanisms that will help us really put things in place to understand where it goes? So we took that initial workflow. We started really working on it and massaging it and getting better at it. And what we realized was as we walk into an organization, the first thing that should be on our minds is ensuring the organization is safe and secure. As an organization. So that became the compliance side. Right. So compliance is like that foundation for an organization. So we want to make sure that, you know, none of the none of the acronyms is coming to get, you know, IRS no doll. We want to make sure all that is really in shape and position and even even take it a little bit further. When you talk about compliance, we want to make sure that the compliance items are easily accessible, that you can get things because if if you’re about to get to go after a grant or you’re going after a loan, they’re going to ask you for all these things.

Janneh Wright: And most times, what we realize as we’re talking to individuals when we first start talking to them, hey, where is your, uh, your your your bio for your organization. No one knows where’s your incorporation paper. No one knows. So making sure that we we can see it, touch it, and then put it into a folder where it’s easily accessible. That means the strength of the organization becomes a lot more because now your foundation is secure. You’re doing everything you’re supposed to do to be a business owner, right? You have all the right insurances. The government is not messing with you and you’re you’re confirmed. So that’s the first part. So that’s the compliance part. And what we say is the foundation organization. Then we have to talk about you know as a business owner what is the interaction between between your organization and your employees. What’s the interaction with your organization and your customers, your organization. And anybody who is a stakeholder, whether it’s your banker, your funder, or however you see it, how do they interact with you? And that’s what we call the culture, right? The culture is really about the soul of the organization, the heartbeat organization. And you want that you need that to be as strong as possible, because that’s what helps people build the trust in you, build the idea that this is someplace good to work or someplace that is honorable, and somebody has that kind of ethics that aligns with them.

Janneh Wright: So they’ll continue coming back to your business and ensure that you’re getting the kind of, um, the kind of longevity that you want. The last part is the engine for your organization, right. How do we make sure this organization gets to 5 to 10 to 15 to 20 years? And that part is consistency, right? Doing the same things over and over again to make sure it’s done properly and really efficient. I always tell the story of of the rest of the restaurant we went to, and it’s something that I ate. I used to love to eat when I was younger, called Calypso Steak. Right. This is a very well marinated steak for one of my favorite restaurants. And, you know, I would go there at least once a week to sit there after work, get a steak. I remember the day that the chef left that restaurant, because that consistency in that steak completely changed. And I never went back. Right. Because that’s the only reason I was going there. Right. And that’s that’s the kind of things we talk about what consistency can bring to your organization. It brings loyalty. It brings devotion. It brings the kind of the kind of recognition of what you’re doing over and over again. Because now I can trust that, that you’re going to do the work properly.

Janneh Wright: I can trust that you’re not going to be unethical. I can trust everything in your organization. So that’s why we call it the engine organization. Because without that part, you’re not going to win. You can have the greatest culture, you can have the greatest product. But if no one trusts you, no one’s coming back to your business, right? And you know, when people start thinking about it, it’s it’s a kind of a circle. Because in this environment, things change so quickly, right? Ai is now the big thing in the environment, you know, and when you think about how you work, consistency doesn’t mean you stick into what you do all the time. It means you have now with this, with this framework, you have now the ability to go back and check on your culture to make sure the culture fits into what’s the current necessity for for the organization. And then you drive that back into consistency through creating SOPs, through training, through delegating, through all those aspects. So when we created this framework, it was really about how do I get the ownership of the organizations to really see their business in a much more community centric way and a much more longevity way, because you’re going to create the kind of things that’s going to allow you to be here for, for a very long time.

Trisha Stetzel: Mhm. I love that. It’s like full circle. I see how each part or each see contributes both forward and backward to the other sees that you have out there. It’s beautiful. I love this framework. Um, when you talked about yourself and how you got started, you were talking about working in a space where you weren’t getting paid for the work that you were doing, and even thinking about these nonprofit organizations and often not running them as though they are a business. And that will cause challenges, right? In these nonprofit spaces, especially in underserved communities, because they’re trying to give back to this cause, but they’re not thinking about running it as a business. So tell me your thoughts around working with, uh, because you have full span, right? Where you were part of an organization not getting paid to now assisting these organizations. So tell me more about those experiences.

Janneh Wright: Sure. I think that the one of the biggest things that we’ve noticed, especially with, you know, smaller organizations, that they’re starting to grow and starting to get to where they want to get to and where that that usual level of issues usually show up. Nonprofit does not mean not making a profit, right? I think that’s one of the lessons that people have to get in their head. A nonprofit does not mean not making a profit. It means that there’s no one person who’s going to accept that profit and put it in their pockets, right? You’re supposed to as a business, you’re supposed to make more revenue than expenses for a nonprofit. You do that and you take that excess money and you put it back into programing into the next year or the next factor. So the first part is, is understanding that as a nonprofit, you’re still a business. You still have to make a profit. But that profit is not going into anybody’s pockets. It’s going back into the community, back into the business. Once you start to understand that cycle, you start to realize that the things that other business does make sense, right? You have to you have to do things to make your clients happy. You have to do things to make your funders happy. You have to do things to make everyone who’s who’s supporting the business. You still have to accept their money and accept the way that that they’re looking for an organization to to run because you still have competition, right? There’s still other organizations who are doing the exact same thing you do. You’re going after the same funders for for funding. You’re going after the same people for clientele. So you have to think of it as still a business to be ran and a business to, to make a profit on.

Janneh Wright: Now the question of how do you do that? How do you really create the type of business mentality when you’re when you’re talking to individuals whose sole purpose is to save the world is a little bit harder, right? Because it’s it’s it’s a disconnect sometimes. Right. They don’t want to hear corporate talk or they don’t want to hear information. That’s like let’s talk debits and credits. Let’s talk accounting. They want to hear I helped X among the people this month. And if if I if my business goes out of business while I’m helping people they might be okay with that. But for me the longer your business stays intact, the more people you help. So you change the mentality from, I’m doing something to help the community, that I’m going to create this business to help a lot more people, because I’m going to run it in a much more effective way. And I think the other part, I had a conversation before of, you know, it’s not just your clients that’s being supported by this nonprofit, it’s your employees. So you have an obligation to create this business in a way that protects your employees as well and protect their future. So when when I’m working with with nonprofits, I’m trying to get that just across because I’m going to create the same financial reports I’ll create for a fortune 500 company, right? But I understand that I need to soften it a little bit and make it a lot more people centric than I would for a for profit organization, but it’s still being run as a business.

Trisha Stetzel: I know people are already ready to connect with you, Janneh, so can you just shout out your contact information so folks can connect with you if they’re already interested in doing that?

Janneh Wright: Sure. You can either email me directly at Jay Wright at Prime. Com or go to our website which is WW Prime US. Com as well.

Trisha Stetzel: Fantastic. Thank you for that. And you guys know it’ll be in the show notes. So if you’re sitting at your computer watching you can just point and click and connect directly with Janneh. I would love and I know you don’t just work with nonprofit organizations, but it is a space that you hold very near and dear to the work that you do. Do you have a particular success story or a story you’d like to share about a business that you’ve worked with in the past?

Janneh Wright: Sure. Um, it’s for profit or nonprofit. Either one.

Trisha Stetzel: Either way. Whichever direction you want to head. So yeah.

Janneh Wright: So one of one of my my I wouldn’t say my first, but one of my first five years of in doing this work, I had a client who was transitioning out of a fiscal sponsored organization. And what that is, is, you know, fiscal sponsorship organization, organizations who hold other nonprofits within them allow them to use their 500 1C3. The issue that they were having with this organization was really around culture, right? Because when you’re a smaller organization inside of inside of a bigger one, your culture doesn’t really matter as much as the bigger culture. And, you know, and getting information from that bigger organization is usually also hard, right? You you have your $100,000 in revenue. They have their $3 million in revenue, they’re going to spend more time on their $3 million revenue than yours. So as this organization starts to grow, what they wanted to do was really move away from them. So they came to Primus to help really design out and really run all of their back office services. So we became their accounting department, HR department and some operations. What we’ve learned over that time was because we were able to do this work for them and take these things off of the hands of the CEO and off of his staff. They were able to actually grow that organization like 100 times quicker than they would have if they stayed where they were, because now they didn’t have to worry about bills getting paid or employee concerns or employee issues because Primus was managing that.

Janneh Wright: So their ability to focus on their mission, focus on fundraising, focus on developing the program and the clientele made them a much stronger organization. And their growth rate was ridiculous, right? I mean, within the first like two years, I think they raised over like 2 or $3 million, which was great for them. One of the conversations that I love is, you know, as as the CEO of this organization was talking to other CEOs, one of his conversations always like, I don’t worry about accounting or HR, I don’t worry about bills getting paid. I worry about fundraising because I have the trust and knowledge with that. And his team are going to make sure that these things are being done appropriately and right. And the way I know that if something goes wrong, he calls me right away and say, hey, here’s the issue, we gotta fix it. This was going on. I don’t we don’t hold back anything. We’re very much, you know, very transparent as an organization because our job is to make sure that you feel secure in your work so you can continue pushing the organization forward. So their growth rate was was immaculate. They they developed an organization that was that was completely, you know, caught a lot of people off guard, how quickly they moved up and the amount of people they were able to help because they can focus on what was important to them was ridiculous.

Trisha Stetzel: That is amazing. And I, uh, you mentioned before the areas that you really focus on are operations, finance and HR. And a lot of us small business owners don’t like to do that stuff anyway. So thank you, Janneh, for taking care of the hard stuff for us so we can go and do the things that we love. Um, I’d love to talk about executive reporting or the data that you’re able to provide to these business owners to really catapult them into, um, strategically driving growth in their businesses, just like you just described. So talk to me more about how we can use that data to drive growth.

Janneh Wright: I think everybody has heard like, you know, the data is king, right? In any organization like the more information you have, the better you’ll be able to to make decisions for the longevity organization. So one of the things I talk to people about all the time is, you know, accounting isn’t just for tax season, right? You don’t have to do accounting from December to April and that’s it. If you have the right accountant and the right information, you design your accounting, your design, your chart of accounts appropriately. The information you can get year over year is very valuable. You can understand, like, you know, I, I have conversations with some of my clients now say, hey, one of the biggest problems we have is from February to to to May is a blank period. These are periods where none of our funders give them any funds, right? So as they’re going after new funding, they’re trying to go after funders who fall within that line because of the the information I can give them from the last four years of data, because we know exactly what’s going to happen. And even on the other side, expense side, we slow down spending during those times because we know it’s the slow period for your organization.

Janneh Wright: So data helps you really see information from a longer point of view and understand what’s happening. The same thing with HR. If you’re tracking, um, retention rates in HR, if you’re tracking information about manager evaluations and you start to see things like employees are leaving at a certain rate or a certain time period, employees are saying for the first couple six months. You can now go and do more investigation, understand why this is happening. So that way you can break it up, because the most expensive thing to your organization is trying to replace an employee, right? It can it can end up being $1,000 because you’re losing the productivity. The employee who left, now you’re spending time interviewing, and you have to spend time training after you hire somebody. So you want to use that at all times to understand what’s happening within and outside your organization. That way, you can make better decisions on how to tackle things and move the organization forward as quickly as possible.

Trisha Stetzel: Yeah, absolutely. It’s so important. So did you guys hear that those of you who are afraid of the numbers, you don’t want to deal with all of the stuff you need somebody like Johnny and his company to come in and help you with that. And the bottom line. Right. Uh, we need to let you do what you’re great at so that we can go and be passionate about the things that we’re good at exactly. As entrepreneurs. Yeah, thank you for that. So, um, where where those listeners right now are thinking, gosh, this would be fantastic. Where do they start, Janneh? Like how what is it that they need to have in their business or get organized with? What’s the first thing or first piece of advice that you would give to people listening today who really want to move into this growth, but they don’t quite know what they need to do first to get there?

Janneh Wright: Sure, the first thing I usually tell I talk to organizations about is the leadership, right? The CEO, where we’re usually that’s the biggest bottleneck in any organization, especially as a founder like myself, we have too much control over every aspect of it, and for good reason. Right? We’re the ones who built this. We we ran with this for how many years? So yes, of course there’s going to be we’re going to be the person who wants to make all the decisions that can’t last. Right? So the first thing I tell people when you’re talking to a CEO, especially a founder, is I want you to sit down and write out your to do list, right. I want you to write it out like a job description of all the things that you are responsible to do inside the organization. Now, you take that list, and I want you to circle all the things you actually want to do within that list. Write the things that you don’t want to do are things that you need to either. Find somebody else to do it. This is the outsourcing side or the delegating side because one, you don’t want to do it and you’re not in your wheelhouse. It’s not something that you’re strong at. And if you spend the time that you’re doing these things you don’t want to do on the things that you’re good at, your organization will grow, right.

Janneh Wright: So understanding that that’s one of the first parts of this, like you need to understand what exactly it is that you’re good at and the things that you want to do out of your entire list of things. And our list as founders is long. And once you realize that, I think that’s when you’ll start to understand where do you put all your energy and time in growing your business? What is what is the best utilization of your skills, your visionary view of your business? And it’s definitely not doing the accounting right. It’s about programing. It’s about raising money. It’s about the service or the project that you’re making. So once you develop that as the first part, the second part is now what do you do with that list of the things you don’t want to do, right? Having a number two in your organization is an important part. Who’s that person who’s helping you get things done right? Do they have the specialty to do anything on that list? If they don’t find someone else, outsource it. That’s why necessarily that’s what promise was created, right? You could outsource the entire HR and accounting process to us.

Janneh Wright: Now you and your staff can focus on program, focus on service, focus on products. I think developing that is one of the first things we talk about. I learned this, um, this phrase from one of my mentors a few years ago. It’s something he developed called today versus tomorrow. Right. And today versus tomorrow is an ideology that as a CEO of the organization, my job is about tomorrow, right? My job is to grow the company is to see the vision, is to move the company forward, to make this work. You need somebody who’s responsible for today, who’s going to keep your clients happy. He’s going to make sure the product goes out on time. Who’s gonna make make sure everything inside the organization is done in a way that enhances the building of the organization going from today backwards. So once you develop those two things right, you start to understand where you need to live. For me to grow your organization, who you are inside the organization, how the organization is going to survive with or without you because you should go on vacation every once in a while too. And once you realize you divide, you make that distinction is possible.

Trisha Stetzel: Uh, I love this. And yes, we should all get to go on vacation. The business shouldn’t be completely dependent on us. And I, I love that you’re helping other businesses with that. Specifically where we need to let go of some of the things, especially if we’re the founder owner, uh, and the doer of everything. Right. And creating that list. What a what a great way to get started. So your entrepreneurial journey has spanned a couple of decades plus. What? What’s a lesson that has really stood out for you? Uh, it could be the hard, you know, the hard ones or the easy ones. But what really stands out for you as you’ve gone through your own journey?

Janneh Wright: I think one of the things that I usually talk about for me is the discovery of the difference between being a business owner and a specialty business owner. Right. And to explain a little bit is like, you know, by trade, I’m an accountant, right. And for many years before I added on all the parts, I ran an accounting business as an accountant, I understood that that’s what my business Lane was. But I didn’t want to be just an accountant. I wanted to be a business owner. So my ability to pivot and bring in other places and other aspects of the organization that was valuable to, to, to my clientele was part of what changed me from being an accountant business owner to a business owner who does accounting. Right. So now I can see where where my clientele needs were. Right? The HR part, it was a need that I saw came on. The admin part would need us all came up. But if I was only solely focused on being this one thing, it puts your organization at risk, right? Because anything can happen that can that can jeopardize one part of your revenue source. So understanding what you want to accomplish is more important than the skill level that you have in that one area, right. What is the longevity? What is the what is the end result? What do you want to do with your business? Because I’ve seen organizations who go out of business because the environment around them changed, right? You have an organization who sells a certain product to a certain demographic in a certain neighborhood. If that neighborhood demographic changes, do you shut down or do you adjust your your product offering to accommodate the new people in demographic, in your demographic? I think that’s where a lot of people get themselves in trouble when they get really too focused on one item, not realizing that pivoting and expanding is part of this journey of being an entrepreneur.

Trisha Stetzel: Diversification, right? Good word. Diversification. Alright, as we get to the back end of our conversation today, I have one more question for you. Um, when you think about the leaders that you’ve worked with throughout your journey, both in your business and those in that you’ve worked with, uh, on your business, um, what’s one piece of advice you’d share about leading with purpose and building something that lasts?

Janneh Wright: So it’s a it’s a weird piece of advice. I think it was the greatest piece of advice that I got. Um, someone asked me, what’s the end result of this business? Right. What is my what is my exit strategy? Where do I want to go with this business? And as a business owner, sometimes we don’t think about that, right? We’re not we’re not thinking about. Oh, as my business shutting down or or am I passing on to my kids or am I selling it? We’re not really thinking about that. But to think about that is an important part of this journey as well, right? Because it if you’re selling your business the way you I’m going to go into the accounting side of my brain right now. If you sell your business, the way your balance sheet looks would be different than if you’re trying to transfer this business off to your kids, right? Because if you’re if you plan to sell the business, you want to reduce how much loans you have, you want to reduce how much liabilities you have. But if you’re trying to transfer this business to your kids, getting more debt so you can grow, the business is part of it because you’re trying to expand and get bigger. So all these things are part of that conversation and trying to figure out exactly what it is that you want to do at the end of the business retire, sell it, pass it on to someone else. It helps you really create a vision for the company and what you want to do.

Janneh Wright: Right. So I go through this process every couple years and I that I create, like a five year game plan. Right. So the five year game plan is where I want to see this company in 2020, in 2030. And I’m going to follow that game plan all the way through. Same thing when get 2030, I’m gonna create another one, because I’m getting close to the point where I want to be done and retire. What’s the next problem? And for me, part of what I want to do with this company is pass it on. Maybe not to my kids, but pass it on to somebody else. That way there’s always going to be an organization out there that’s clearly focused on supporting nonprofits and small businesses, but I don’t want to see that idea die out, and I want to see it expand even more. So my goal is to to to pass this on to somebody else, whether it’s family or not. So the way I’m designing out this company is for that is for that reason, right. So it’s really designed to be able to give it on to someone else, but it’s helping me focus on what I want to do and why I’m doing what I’m doing going forward. So that was the biggest advice that I’ve ever received, and I think it was one of the most precious things I hold dear to. Someone who said to me is like, understand what you want to do with this business at the end of your tenure with that business?

Trisha Stetzel: Yeah. Begin with the end in mind. That’s such good advice. And many of us don’t think about that. We don’t think about ever leaving the business because we’re so busy working in it. Right. Or our heads are full all the time. Janneh, this has been so thoughtful and I appreciate all of the, um, amazing bits of advice and information you’ve brought to the conversation today. Thank you.

Janneh Wright: Thank you, I appreciate it. This was great conversation.

Trisha Stetzel: Yeah, absolutely. All right. Tell us how they can get in touch with you one more time.

Janneh Wright: Sure. So you can email me directly at J, right. W r I g h at com prime seo com or just go to our website, see what we got and send us a message at Prime. Com ww.com as well.

Trisha Stetzel: I love that and let Johnny and his team do the things that you’re not good at, and you don’t want to do the things that you did not circle on your list of things that you’re doing today. I love that, Johnny. Again, thanks so much for spending the time with me today.

Janneh Wright: Thank you for having me.

Trisha Stetzel: All right, my friends, that’s all the time we have for this show. If you found value in the conversation that Johnny and I had today, please share it with a fellow entrepreneur, veteran or a Houston leader ready to grow. And be sure to follow, rate, and review the show. It helps us reach more bold business minds just like yours. Your business, your leadership, and your legacy are about one intentional step at a time. So stay inspired, stay focused, and keep building the business and the life you deserve.

 

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