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Search Results for: kids care

Women in Construction: From Family Business to Federal Contracts

March 11, 2025 by angishields

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Women in Motion
Women in Construction: From Family Business to Federal Contracts
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On today’s Women in Motion, Lee Kantor talks with Elizabeth Tene, CEO and President of Access General Contracting. Elizabeth shares her journey in the construction industry, highlighting the challenges and successes she has faced as a woman in a male-dominated field. The discussion covers her family business background, the importance of networking and certifications for women-owned businesses, and the need for more in-person networking opportunities.

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Elizabeth-TeneElizabeth Tene was born and raised in Southern California. The youngest of three siblings, born to immigrant parents who migrated here from Mexico with nothing but a dream for a better future.

Her parents have always been Entrepreneurs. Every day after grade school and weekends, Elizabeth would work at her mother’s “shop” from selling wedding décor or loading chairs and tables, to helping her father, taking pictures of jobsites, invoicing and everything else in between.

While other kids her age played, Elizabeth worked. As she got older, she would jokingly say that her childhood was robbed. What she would later realize is that these experiences instilled a great work ethic and prepared her for the journey ahead.

Elizabeth graduated from Marina High school, and attended Golden West College. She received a double Major in Social, Behavioral Science and Humanities. She also has completed multiple courses including Turner Construction management, mastering business with So Cal Gas, Goldman Sachs 10,000 small businesses program, & UCLA’s MDE Program.

As a young adult, feeling unfulfilled with her retail and banking sector jobs, Elizabeth decided to embark onto something more challenging. She decided to take after her father, and join her brother in the construction industry.

She has since then, never looked back. She is now President/CEO of her family business and continues to pave the way forward. Elizabeth represents one of few successful women-owned businesses in the construction industry serving public utility, federal and military clientele.

Elizabeth’s accolades include: 1) Inner City 100 ranking, representing firms that drive inclusive economic prosperity in under-resourced communities by creating jobs, income, and economic prosperity for local residents; 2) Supply of the Year nominations from SoCalGas recognizing key performance on infrastructure and pipeline safety programs; and 3) INC 5000 Fastest Growing Private Company ranking, highlighting the fastest growing private companies in the US.

Connect with Elizabeth on LinkedIn.

Music Provided by M PATH MUSIC

Transcript-iconThis transcript is machine transcribed by Sonix

 

TRANSCRIPT

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

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

Lee Kantor: Today on Women In Motion, we have Elizabeth Tene, and she is the CEO and President of Access General Contracting. And we’re here to celebrate women in construction this month, and this is going to be a good interview in that area. Welcome, Elizabeth.

Elizabeth Tene: Thank you so much for having me, Lee. I appreciate the opportunity.

Lee Kantor: Well, before we get too far into things, tell us about Access General Contracting. How are you serving folks?

Elizabeth Tene: So, Access General Contracting is a general engineering contractor. We are a brother and sister team. We provide construction services to the federal government and public utility companies. We service California, Arizona, and Nevada.

Lee Kantor: Do you mind sharing a little bit about your journey? How did you get involved in this line of work?

Elizabeth Tene: Yes. So, both of our parents are entrepreneurs. And our dad grew up in the construction industry with his brothers, so Albert and I had the opportunity to grow up into construction and watch our parents be entrepreneurs. They were the type of people that were like, “You know what? We just have to go for it,” and boots to the ground. So, we just grew up with parents who had that entrepreneurial spirit and passed it on to us. And so, that’s how Access came about.

Elizabeth Tene: Because our parents were both entrepreneurs, our dad would bring us out to construction sites growing up. Whether it was me taking pictures of the job sites and Albert helping my dad with the actual construction of it, we naturally were put into the business with that.

Lee Kantor: Now, did you take over his business or did you start your own business?

Elizabeth Tene: So, they helped us start the business. Initially acts as general contracting, started as a sole prop. Albert started the business – which is my brother and partner – and then our parents joined him and we started a corporation, and then, later, I joined the business. So, I actually came from a finance background, and Albert had the construction experience hands on, and so he’s able to take care of the construction part of it, and I’m able to take care of the business part of it, which is why we have been such great partners.

Lee Kantor: Now, what’s it like working with your brother?

Elizabeth Tene: It’s great. We usually, you know, get along for the most part. We don’t really have any big issues. And if we do, we’ll work through them. But family business is difficult, and I think that more of the issues will come with our parents because of generational challenges and difference in opinion.

Lee Kantor: Now, do you have any advice for other people who are thinking about getting in business with a sibling? Is that something like, did you have to kind of have a heart to heart and, you know, hope that none of this stuff when you were kids is going to kind of rear its head later on when you’re making decisions, or you see each other like you did when you were ten years old?

Elizabeth Tene: I would say go for it. I think we make a great team and I think nobody knows you better than your family, right? So, I think I would definitely say go for it. However, there is challenges with business, right? Sometimes you’re not just going to have a family dinner, it’s going to turn into a business dinner.

Lee Kantor: A work dinner.

Elizabeth Tene: Yes.

Lee Kantor: So, how do the other family members handle that when that happens, like in the holidays?

Elizabeth Tene: We work through it. It’s a challenge. You know, sometimes there’s disagreements, but we work through them. So, we just have to communicate. Communication is key.

Lee Kantor: So, who is your ideal customer? Who is the main purchasers of your products and services?

Elizabeth Tene: So, our main clients are the federal government and public utility companies.

Lee Kantor: Now, was it difficult to kind of get into that line of work? Like that seems like pretty complicated and hairy if you don’t know what you’re doing.

Elizabeth Tene: Yes, it definitely has been a challenge, but it definitely has been a great experience. We are certified as a woman-owned small business, and economically disadvantaged women-owned small business, and small business and disadvantaged business, and our ADA as well, which allows you to go after federal contracts in a smaller competitive pool. And so, you do have to have your certifications to go after that type of work, and be certified with the CPUC as well if you want to do public utility company work.

Elizabeth Tene: But the type of contracts that most people run away from, we run towards, so we enjoy the challenge and the chase. But we didn’t initially start off doing that. We actually started off doing public works and work for school districts, and we did also start off with residential projects, and worked our way up and just found our niche and decided to stay there.

Lee Kantor: So, when you were working kind of for the public as opposed to like a public sector, what was that conversation where you’re like, hey, maybe we should be going after these municipalities, these larger entities rather than, you know, this business or this house?

Elizabeth Tene: Sure. It was more so like bigger picture.

Lee Kantor: So, you were focusing on like this is where the growth is, this really kind of lends itself to what our expertise is, so we should be playing in that area?

Elizabeth Tene: Yes, exactly.

Lee Kantor: Now, when you were deciding that, what was that conversation like? Was there any conflicts there or you were both all in and you were like, yeah, let’s do it? And, you know, because it’s a different thing, so sometimes change can be hard.

Elizabeth Tene: Yes, change is difficult. But we also grew up with, I don’t want to say difficult parents, but parents who just instilled that hard work was the only way to do it, that nothing comes easy. And so, that mindset just really has helped us grow and take on bigger challenges.

Lee Kantor: Now, do you have kind of either a formal or an informal board of directors that helps you make these kind of decisions and helps you kind of know the ropes when you’re about to jump into something that maybe you’re not super familiar with?

Elizabeth Tene: We’ll usually speak about it just between Albert and I. But we also do have a business coach that does help us. And so, when it comes to questions that we may not know the answer to, we reach out to our network.

Lee Kantor: And then, what gets you fired up every day?

Elizabeth Tene: My team. I think they really do motivate me. There’s so many lives that depend on us, and I just feel a strong sense of obligation for them. And, also, of course, my family, my children.

Lee Kantor: Is that a challenge to kind of balance all of that, you know, during your typical workday?

Elizabeth Tene: Oh, yes. Being a working mom and a business owner is just a lot, right? There’s never an off switch. But getting help at home, and having a business coach, and organizing myself with my calendar and a routine definitely helps.

Lee Kantor: Now, do you have any advice for another woman that’s thinking about getting involved in construction, in a male dominated industry like this? So, there are some do’s and don’ts you’ve learned over the years?

Elizabeth Tene: Yes. I would say don’t back down. Just show up and do it. It is difficult because, you know, it’s a male dominated industry. But we’re women. We’ve got this. Whether we’re moms or not, I feel like we’ve always got it. We just have to show up and do it, and work through it, and never give up. So, I would say just have to do it.

Lee Kantor: And why was it important for you to become part of the WBEC-West community? What did you expect to get out of that community? And what have you gotten?

Elizabeth Tene: Yeah. So, WBENC has been great. Obviously, they certify women-owned small businesses, and they certified us for women-owned small business, economically disadvantaged women-owned small business. And they provide great matchmaking events where you’re able to meet with procurement, whether it’s federal agencies, public agencies, really get you in front of the procurement team, which has been a great advantage. And they also connect you with mentors if you need the assistance, for people who are in similar industries. So, just very supportive. And I think if you’re a woman in business, you should definitely get certified as a woman in business and reach out to WBENC.

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

Elizabeth Tene: Maybe some more matchmaking events. I feel like maybe the matchmaking events trickled down a little bit right before COVID and a lot of it has been virtual. But I feel like if we get some more in-person networking events together, that would be a great opportunity for us to be able to meet some more procurement.

Lee Kantor: And then, what about in your business, do you need more clients, do you need more workers, do you need more funding? What else do you need to keep growing?

Elizabeth Tene: Yeah. I think all of the above. Definitely more support. This year we’ll be doubling our revenues, and so we’ll need some more manpower, maybe some funding, and definitely more opportunities to work with other clients would be great to help us in all aspects of that.

Lee Kantor: Now, is there a story you can share that maybe illustrates what makes you special and different? Maybe explain how maybe a client had a problem and you were able to help them solve the problem, and maybe overachieve of what they even thought was possible.

Elizabeth Tene: I feel like we have a very personable approach. And we have a team that has a range of experience. So, we’re able to give our best team to our clients and be available for them. So, I feel like if they have an emergency, we’re able to respond quite quickly and send out a team right away. So, I think that that differentiates us. We’re very personable. We want to build relationships. We don’t want to just have one project and be done with it. We want to build a long lasting relationship with our clients so it’s returning work.

Lee Kantor: Well, it seems like you got tremendous momentum. Congratulations on all the success.

Elizabeth Tene: Thank you. I appreciate it.

Lee Kantor: If somebody wants to learn more, have a more substantive conversation with you or somebody on your team, what is the best way to do that?

Elizabeth Tene: They could definitely reach out to me via email. I’m open to being contacted via email. And I can provide that, it’s elizabeth@accessgcinc.com.

Lee Kantor: And do you have a website?

Elizabeth Tene: I do, it’s accessgeneralcontracting.com.

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

Elizabeth Tene: Thank you so much. Appreciate the opportunity.

Lee Kantor: All right. This is Lee Kantor, we’ll see you all next time on Women In Motion.

 

Tagged With: Access General Contracting

Actor and Director Rodney Roldan

March 11, 2025 by angishields

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Cherokee Business Radio
Actor and Director Rodney Roldan
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Rodney-RoldanRodney Manuel Roldan served ten years in the U.S. Navy and later joined the U.S. Army Reserve, becoming a Broadcast Journalist. He is a television, film, and stage actor, with credits in “Imperium,” “Fatal Attraction,” “The Wire,” and more.

Rodney holds degrees in Communication and Visual Communication and is pursuing a PhD. He directs documentaries, including “Country and Courage,” which has won multiple awards.

Connect with Rodney on Facebook and Instagram.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studios in Woodstock, Georgia. This is fearless formula with Sharon Cline.

Sharon Cline: Welcome to Fearless Formula on Business RadioX, where we talk about the ups and downs of the business world and offer words of wisdom for business success. I am your host, Sharon Cline, and in the studio, I’ve got a very cool individual who wears a lot of hats, which is fascinating to me. He’s an award winning producer, director, writer, actor. He is also a member of the military. Thank you for your service. He’s also a member of both acting unions. Is that correct? Okay. Sag and AFTRA and also Actors Equity. Actors equity. Thank you. I was like, what is it called? I’m so used to Sag-Aftra. Um, and also, luckily enough, I got to work with on the set of Fatal Attraction in, um in Tennessee about 5 or 6 weeks ago, and since then, we’ve been able to keep in touch and help each other in the acting world a little bit. So I just want to thank you for coming to the studio. Rodney, how do you want me to say your name?

Rodney Roldan: Oh, Rodney Roldan.

Sharon Cline: Because I said it wrong. The last time I met you, you were like, that’s so American sounding.

Rodney Roldan: No, I say that because it’s like, so a lot of my, you know, Puerto Rican Cuban friends, it’s like Roden. But you say Roden. Rodan like Tehran, but they say Roden.

Sharon Cline: Yeah, that’s what I said. And you were like, huh? Interesting. I’m sorry I said it wrong, but. Yeah.

Rodney Roldan: No, it’s fine. When they mail me letters, it says Roland. And then I said, well, technically it’s the same, but I’m not going to go by that. I won’t pay it. It’s not me. I’m just kidding.

Sharon Cline: Get it right. Everybody out there, including myself. Thank you for coming to the studio. I’m so excited to talk to you.

Rodney Roldan: I’m excited to be here. I love doing this and it’s great. It’s great meeting you and talking to you on set A few weeks ago. And, you know, I’m happy to be here.

Sharon Cline: I think it was really fun. I talk about it all the time, so I won’t talk about it too much today. But what’s really cool about you is that you’re very unassuming. You have you’re just on the set doing like normal things, just chit chatting about the military and a little bit. But you have awards in your in your acting awards. You’ve got producing awards, you’ve got directing awards all like on your wall in your house, like it looks like it’s fake, but it’s not.

Rodney Roldan: Hey, I know.

Sharon Cline: It’s on a shelf. I’m like, what the what’s that back there? Anyway, I’m very excited to hear about your success this way, because I think there are many, many people who would be listening to this who are in the acting world, who would love to be able to have that kind of credit to themselves. So can you talk to me a little bit about I know you’re a New York native, right. Um, how did you come down here to Georgia?

Rodney Roldan: So while I was so in my entire life, it’s an entire life. But I’ve kind of had this dual, um, military and then getting into the arts world. Um, so I’ve been kind of wearing both hats. I started off in the Navy, and then while I was in the Navy active duty, I started doing TV and film acting. Um, took a break from the military and then saw that I had, like, so many years left in the Navy that it was like nine and a half years in the Navy. And I said, I don’t want to throw that away. Right. So then I went into the Army Reserve and kind of toggled between being on deployments and, you know, doing like active duty assignments, especially during Covid. Um, and then currently the last 4 or 5 years. Um, so Covid is interesting because that’s actually how I ended up down here. Wow. So we were on, uh, I was doing I was on Adolf’s orders, which in civilian sense, it just means like, temporary active duty to, like, counter to help a lot of the medical units come into the city. Um, since that was, like, the epicenter. Um, but at the same time, I had a lot of acting roles going on, but then a lot of them started disappearing. And so one of the challenges I’ve had, like as an artist or it’s kind of like balancing. So a lot of times I’ll be on a show and then say, oh, you got to go overseas to Afghanistan or Iraq.

Rodney Roldan: And it’s like, oh man, what do I do? I have to get off a show. So I’ve kind of used to toggling between both. Um, but in 2020, some of the, you know, a lot of the projects got canceled and I got scared. And then the Army was like, oh, hey, there’s a position down in Georgia. And I was like, I didn’t know what that was. And he said, well, you won’t deploy, but you get to, you know, work with the reserve unit, so you’ll be active duty, but work with them and then at least you’ll have time to be like. So I was scared to come down here. So I got the orders to come down. And I said, I don’t know what’s going on, like I’m going to be leaving. I felt like I was going to be leaving my acting career behind because. And the opposite happened. You know, I got down here and the following year I started getting busy with my career again. And then up until this moment here, it kind of went on the upswing and a lot of different variety, like things I never did before, like hand modeling to like of all things. And um, and then I, you were talking about the awards earlier. I had started getting into documentary filmmaking and I started that in 20 1516. And while I was down here, I ended up doing a feature on called Country and Courage and that one that that was more of using Shakespeare to like, heal soldiers.

Sharon Cline: I would love to know. I was reading about that. I would love to know how you marry those together, because that’s kind of a very surprising mix. If and I’m wondering how you kind of discovered that Shakespeare has anything to do with soldiers and how they process and deal with what they’ve been exposed to?

Rodney Roldan: Yeah. So, you know, and I have to for that, I actually have to give credit to my, um, Shakespeare teachers at Stella Adler because I went to Stella Adler in 2016, 17, Iraq. And then when I came back, I finished it. But, um, I’ve, I’ve watched Shakespeare as a kid. Right. And I love Macbeth and, you know, look at, like, Hotspur in, you know, in King John, all these plays. But there’s, there’s one thing when you’re watching it as a child and then later on because, like Shakespeare is all love and war, right? So like when you get older, then you start realizing there’s a connection. So I remember working on a few monologues, and one was the Hotspur monologue with Lady Percy starts telling him about, like, the nightmares that he has and my, um, my Shakespeare teacher at the time, she she was like, you know, Rodney, you being a soldier, you understand that? Like, he was talking about PTSD in his monologue and I was like, you know, that’s crazy. So I started like, researching it, and then I started seeing a lot of, like, similarities between the experiences. There was, um, Troilus and Cressida. Right. So, you know, the whole speech about, um, Troy, it’s winning in our weakness. So I started thinking about, like, our approach to, like, Afghanistan and all this stuff. So, um, you know, looking at these monologues, I was bringing, like, personal experience into it. Well, later on, I was thinking of, you know, reading Shakespeare.

Rodney Roldan: I was like, mm, we’re talking about PTSD. And then I started meeting different people that like, there’s a group up in, um, New York, there’s a program called The Crew, and I talk about it in this documentary where he, he, he works at, um, well, he’s an instructor at NYU, and he has this program called The Crew, which is kind of, you know, helping soldiers with PTSD, but then using Shakespeare the same way they taught us at Stella Adler. So I wanted to do a documentary on Veterans Day, PTSD. But then I was like, well, I want to introduce something into society. A lot of people don’t know. And that the arts is like a way of healing, you know. So then that’s what kind of motivate me to, you know, form the basis for doing this project on it. And, um, you know, and it was a good experience because I got to talk to like, the, like Berry College out in Rome, Georgia. I got to work with NYU on it, a lot of soldiers. And then there’s two veterans on there from the Vietnam War that I got to talk to. And then I had like some other soldiers in my unit at the time that were helping me gather the interviews. So when I put it together, I was like, wow, this is, um, telling a different story. And you also got to think of, like the little, um, Subtleties and like as far as education is concerned, because one of the units, um, was the Harlem Hellfighters that I talk about in there.

Rodney Roldan: And then there’s a soldier out in Alabama. She was like, you know, Rodney, as a black female, I didn’t realize that this was the kind of like this unit was like an all black unit out of New York. And they in the First World War, and they got World War One. That’s the First World War, but they got the, um, the I think it was the cross from France, from one of the battles. And the irony behind that, by the way, I’m going all over the place, but that’s okay. The irony behind that is that when I was in high school, I was in a group called the Harlem Youth Marine Cadets. Right. And we used to drill out of the 369th Armory. That was the Harlem Hellfighters, that building. That’s what they were at. So later on when I did, I was like, oh, wow, this is a lot. There’s a lot of me in this project, you know, being in the military, studying Shakespeare, having that. So when I was doing it, it was a lot of personal feeling into it, but it was also a broader thing that a lot of people don’t address, which is like the PTSD or the things that soldiers go to on a daily basis, you know.

Sharon Cline: What was it like to see your film completed?

Rodney Roldan: Um, it was it was so stressful at first because honestly, I was trying to get it to be, you know, disseminated on Veterans Day. So I literally spent 20. It was 23 hours up until that morning editing it throughout the night, like doing final edits. And and I’m kind of a perfectionist. So I was trying to make sure there’s a frame missing. We got it correct.

Sharon Cline: Was it you who filmed it? You had your own camera and went, yeah. Did you hire a crew or anything? No.

Rodney Roldan: I, I had help from another sergeant. He was capturing two of the interviews up in Tennessee. Um, and then, you know, some of the, like the, the crew guys, they sent me some footage they had.

Sharon Cline: Um, but then you edited it all together.

Rodney Roldan: So I did it was like ten I had, I filmed, like, 90% of it. Wow. And, um, and then I invested a lot of money into it because I also had some of it. I had to get, like, stock footage, some I had to use, like I use previous footage from. So let me jump back a little bit. So in the Army I’m working public affairs. So a lot of, a lot of our, um, a lot of the footage came from like things that I actually filmed overseas.

Sharon Cline: Um, you had access to. Yes.

Rodney Roldan: You know, and this is public information. Like, there’s a site called Dvids where all this stuff goes on, as you know. Yeah. And, um, so, you know, a lot of that’s from there. Um, so I gathered all that together, and then I was editing it, kind of creating the graphics for it.

Sharon Cline: Did you do The Voice? Did you do voiceover for it?

Rodney Roldan: Yeah. So I narrate a lot of it. And then I had another actor friend of mine. He did one of the monologues. So like, there’s some pieces in this, um, project where you have a soldier myself and then another, um, you’re not a soldier, but they’re doing little monologues from, like I did, you know, the the to be or not to be monologue. Um, and that, that that’s that dilemma. So that’s why we had it. So and then we have the Lady Percy monologue in there as well. And then the Caspian speech, which is famous in the military as well.

Sharon Cline: Wow. Who knew? I didn’t know.

Rodney Roldan: So it’s, it’s, you know.

Sharon Cline: What do you finding that being able to tap into the performance aspect of Shakespeare for these soldiers. What does it help them process.

Rodney Roldan: So I think it brings so the language like it’s one thing that I find interesting about Shakespeare. You look at that as it was written hundreds of years ago. I’m like, but the fact that it still speaks to soldiers or not just soldiers, but people today. And so the the degree in which the the depth, I should say, that the writing goes into and then the depth of the experience of the person, especially one that’s been in combat and reciting these words. It just kind of there’s like a life to it that it connects and it kind of brings it kind of brings those feelings on the surface and brings meaning to it or understanding. So I think that there’s something and then it’s even the action of studying. Right. Because a lot of times Shakespeare is not one of the things you can just read. You got to sit there and like one thing they used to make us do and, you know, my acting school was take each word and define it. And this is there’s no phone, right? You have a book you’re writing. You have a dictionary. And then what does that word mean? Well, it means this and that. No. What does it mean to you? What do you think it means? What? So when you dissecting the script, you start realizing the depth of this, of this writing. It kind of coincides with the depth you experience because those kind of war experiences have. That’s deep. And that’s, um, there’s a lot of layers that get coded in so people can cope. So like we remove those layers and kind of connect with the person inside and the words on the page. And I think that’s what makes it like so like beautiful thing actually. It’s like an artistic work.

Sharon Cline: You know what I think is cool is what you’re talking about is that there’s a feeling of collectiveness like 200, 300, however many years ago these things were written is still applicable today. Which means that you aren’t you’re not alone in the human experience, right?

Rodney Roldan: Exactly. And that that’s what I found because it was like especially that that that Lady Percy speech, when she’s like the sweats and the, the, you know, sees like images of war and the uh, and I’m looking at them like, man, when he wrote this, like people, I mean, humans are humans, right? No matter how long, you know, 2000 years ago.

Sharon Cline: They just didn’t know. It was called post-traumatic stress disorder.

Rodney Roldan: Yeah. I mean.

Sharon Cline: You look.

Rodney Roldan: At I mean, it was like. I think it was 79 AD Pompeii, and they found bread in the oven like people did things we did today.

Sharon Cline: You know? Yeah.

Rodney Roldan: So it’s not so it’s just it’s kind of we know that we’re like a lot of soldiers know they’re not alone. Because he even helped me. There were some things that I seen that I didn’t know affected me. And when I started doing a lot of acting exercises, some of that thing would surface. And I’m like, oh, we have a dream. Like, what the heck did that come from? I thought that was something I forgot about, but it’s because when you truly are like, if you truly look diving into acting and get into character, you’re removing layers, right? And you’re getting into who the character is. So you start. It’s almost like a form of therapy for yourself, you know, if you truly hone in on the character.

Sharon Cline: You want a Davey Award for this?

Rodney Roldan: Yes.

Sharon Cline: What was that like?

Rodney Roldan: It was, um. It was actually. Okay. So with these awards, I didn’t even know about these things. Right. So, like, I kind of knew what the telly awards were, and, um. And I had this thing when I started acting like, oh, I want to win. Um, you know, I want to get an Emmy, an Oscar, a SAG Award.

Sharon Cline: A Tony.

Rodney Roldan: Award, a Tony.

Sharon Cline: And.

Rodney Roldan: Then, then Natalia. I was like, oh, I like that because I. And the reason why I tell it because when I first started acting, I saw a lot of the companies that do like industrial videos and things like that, and they had a lot. And I’m like, what’s that? And they’re like, oh, it’s it’s for, you know, like commercials, documentaries, you know, a lot of businesses. And so I put two of my projects, like the first one I did was on, um, it was a 20 minute film on a p.o.w. Um, and the cool thing about that was I filmed, like his granddaughter in Germany of where the POW site was, and then back home talking to the son or her father. And so I got two telly awards for that, and then three for Country and Courage and then I answered that into the communicator Awards. And then it won. And they made me a member of the, you know, of the, say, Ava, which is the Academy of Interactive Video. Um, so I became a member of that. And then they also have like the I think they run the Davy Awards and there’s one more. But so I ended up winning there. So I thought I was it was it was a big deal for me. Oh, this is really cool that somebody would recognize that, you know, because at first it’s like you do these things you don’t know about somebody, do it like, oh, I get an award. But I had I didn’t even know about that. I didn’t start getting them until like 2018. Wow.

Sharon Cline: So it’s not that long ago.

Rodney Roldan: No.

Sharon Cline: But you have lots of awards. Yeah, in lots of different ways. Could you even imagine that? That would be your story?

Rodney Roldan: No, I didn’t, and like I said, I didn’t know about it. Um, and that to me was, um, because like, a lot of, like I said, I don’t a lot of people chase things, but for me, it was like it was more the thing with the award is like, oh, that somebody actually believed in it, and they’re showing it on their platform and letting everybody else know, hey, check this out. And so it’s more of like the message getting out. Um, but I didn’t know that that would happen or. Well, it’s still kind of surreal for me today because then people would say, oh, you got all this stuff here. It’s like, yeah, but I still don’t know what that means. I’m sorry. I hope the members of the Academy don’t hear that. The Oscars, like you’re not gonna know what it means.

Sharon Cline: No, but what I think is maybe what is, um, what we’re supposed to do is rather than create something for the end result, like, I want an award. You’re creating something that has meaning for you and and for a lot of other people, obviously. Yeah. Um, and has catharsis to it and healing to it. So I think there’s something about the energy of that as being just for the, for the betterment of people. Not so that you’ll get an award. Maybe people can sense that it was something that you were so personally attached to and wanted such good things for the end. Not I would like to be able to have a shelf with all these trophies. Yeah, exact words on it.

Rodney Roldan: Yeah. Because I didn’t even so. And then that’s, that’s like some part of the business that, you know, because like, you know, I’ve been I’ve been acting. So I did a lot of times other actors, especially ones that are like that I meet that are stars like that I’ve worked with. And they say one thing about acting is like, you also have to get into like writing, directing. But it wasn’t like I did that because it was like, the advice is to direct, let me direct something. It was just, um, in the military, being in public affairs, we tell the soldiers story. So I was like, well, I want to tell this soldier story, but as a civilian or as an actor. And that’s how I got into that first documentary. And, um, with Country and Courage, one thing I got offers on it. Like to sell it to different. Yeah, to like different streaming services. And I couldn’t though, because the reason there’s, there’s other side of it where if you film anything military related, um, because it’s so it has to go on DVDs. Right. Which is fine. You know, um, I don’t it’s not like I have a regret for that because it’s still being seen, but like some people. Oh, you can make money. I was like, that wasn’t my intention at all. You know, my thing is, like I said, it’s a message. And with acting in general, like any kind of performance, is to connect with people. They used to say that at, you know, different teachers used to tell me, like acting says, the things that we don’t want to say or we’re afraid to say. So whenever you, um, doing like documentaries or things that you have to expose certain truths that educate people, um, especially nowadays with a lot of stuff going on, you know, I say nowadays, but, you know, over the last couple of years, right?

Sharon Cline: Well, and there’s another side of it, the acting side, obviously, there’s like creating media and movies, but then the documentary side is, is real life, you know. So there’s the, the ethical responsibility there as well.

Rodney Roldan: Yes. You know, and telling telling stories of what we do. If you think about whether it’s fact or fiction, um, as performers we tell a story. Like, I love, love music, right? So when I listen to a song, every song has a story, but every song also, um, everything I do has music with it. Like I listen to songs. So it reminds me of a memory. So it’s like a trigger for certain good, bad, sad, happy memories or, you know, things like that. So the same thing I see with like, um, you know, film, TV, documentaries, things like that. It has to trigger a response in the viewer. And in that response might be to be empathetic towards something or respond or to do something like call to action. And I think as artists overall, whether you’re a singer, you know, dancer, dancer translates, you know, movement into into an experience. Um, there’s a responsibility to performers to bring to life, you know, writing or anything so that you can communicate with viewers into doing something for the betterment of humanity.

Sharon Cline: I love it because there is that feeling of we are more alike than we are different. And this, this is such a great medium to be able to highlight that there are lots of different ways people do write, but to be able to know that collectively, we’re all sitting in a movie theater and we all gasp at the same thing, or laugh at the same thing. Having that sense of, um, you know, not being alone. I’m not an anomaly person. I actually am kind of just like a lot of other people. That translates to me that we’re not all enemies. We actually are more friends, right? And because we’re so much alike. That’s not to say that everyone you meet is, you know, going to be your friend. I just mean that we don’t have to always be fighting all the time. Because as as if someone as if we’re all very different. There’s so many things that we all like so much. And that’s why I like doing this show, because I really want to focus on the things that make people feel seen and heard and understood and valued. And who doesn’t love that feeling, right? But you also have another film. It was called Typography Through Time. Can you talk about that one?

Rodney Roldan: Oh, so I so I’m kind of a history buff. So that one was um, that that was okay. So I go to Liberty University. I’m working on my PhD right now. And that was.

Sharon Cline: You don’t have enough on you?

Rodney Roldan: No, I know. I’ve always been like that.

Sharon Cline: Like, no, I.

Rodney Roldan: Know, even as a kid. Like. Yeah. Doing three things at once.

Sharon Cline: Yeah, that’s funny.

Rodney Roldan: But that was actually my, um, my. So it was for my master’s degree, and that was my final project. It was supposed to be a paper, but I wanted to turn it into a film. And, um, and I had the opportunity of. So at the time, um, if you, if you watch these episodes, they have to do with like topography and how it’s changed, but it also has literally to do with like the Protestant Reformation and, you know, the, uh.

Sharon Cline: There’s a religious.

Rodney Roldan: Renaissance. No, there is, because, um, at the time, the it was kind of considered revolutionary, like how language or how things were written. So the a lot of those things happened. They kind of coincided with what was happening in real life. Like you had the so one of them is the Age of Enlightenment. So during that you had a lot more changes on how things are written. And then if you go back to the Renaissance or the Reformation, things, It was like kind of restricted to the text was kind of restricted to how the old Bible was written. So in this project I talk about topography, but then how, like the Latin Bible was translated, you know, by what was a Martin Luther and his 90, 99, you know, his the theses where so and then you look at the, the what was it, Johannes Gutenberg and the printing press. Um, he’s credited to that, but it actually came from China because they had kind of but he kind of revolutionized it. But he basically translated the Bible into German and then English as well as English offshoot from that, so that the common people can read it because.

Sharon Cline: It changed everything.

Rodney Roldan: Right?

Sharon Cline: Which changed everything, because the common people started to become educated and have an understanding. And then now they started to have ideas.

Rodney Roldan: Yeah. So that’s kind of like this all mixes together. It’s not like so people look at type like how and they’re like, oh, whatever. And then even in your office you’re like, you have.

Sharon Cline: All these different fonts and things.

Rodney Roldan: Yeah, Well the fonts and like and it’s interesting because like and I and I like I love history and museums but there’s like several there’s there’s one in Columbia. I think there’s a museum I forget. And in New York they talk about like how these came about because it’s like you start mixing in the effects of color, like reds and blues and how it pops up to the eye. And then, like, you know, something with like, a white background can stand out so that the person would probably buy it more or watch it more. So that’s kind of later on, like in the, in the 21st century. But if you go back, these things started being incorporated where they started changing, like how topography looked. And I wanted to highlight and highlight that in there. And that’s, you know, so that’s what I did. So it’s like a mini series kind of thing. And it was actually on TV and I was I was blown away with that. So that was a mistake. So not mistake. It was something that happened by accident, I should say, not a mistake. So when I did it, I there was a company called Docs Now+ and they reached out to me saying, hey, we like your product. We want it to be on our experimental platform where we’re going to have just play documentaries. So, you know, I signed a contract and I’m like, is this real? And then one day I was looking at the apps and I see docs now and I click and I’m like, this is amazing. And I took pictures of it.

Sharon Cline: Oh my gosh, how.

Rodney Roldan: Cool is that? So I was like, oh, I made it there. So I didn’t, you know, this is something that.

Sharon Cline: But it’s cool because it’s things that you’re naturally interested in, you know, that you think, wouldn’t it be interesting for more people to know about this, and then you take the initiative to do it? Why are you fearless like that?

Rodney Roldan: Um, I don’t know.

Sharon Cline: Great, I guess.

Rodney Roldan: I guess. No, I mean, no, I think I came from, I came from a big family, you know, and I think, like, growing up in New York, um, just one of them things, like, like as a kid, I felt like I was. I was always on the alert. So I was a kid in, like, in the 80s and and, um, you know, back then, it was a weird time, like, there was a lot of, like, we lived in a I think I say, I think, but it seems like everywhere in these big cities was kind of like, challenging. But we lived in a generally nice area, but there was still things you had to be washed out. And then growing up in a big family, you know, I got you first introduced to like, you know, fighting with your brothers or arguments. And there’s six of us in this house. So I think, um, one of the things especially being like my, my brother Michael and I were the middle child. So it’s kind of like, okay, you kind of psychologically develop this, how am I going to be different from everyone else? And then I think that slowly grows into like, well, I’m going to be the best at this. And I was a straight A student growing up. And yeah, but then I also had like, you know, challenges with that like, and um, so but you know, I think that caused me to like try to break through and like prove something.

Rodney Roldan: Um, and I think that just grows over time. Um, but then we, we realized that that’s the wrong approach, like proving something. You shouldn’t ever have to prove something to yourself or anyone to just be. So I think for a good part of my life, it was about proving something, um, like when I was getting, uh, I was, like, always competing for something, right? Or when I get, I’m going to get this or I’m gonna get like, even when I started first started acting in my 20s, I was, oh, I got to get this role. I got it. And then when I realized later on that that’s not the good approach or the right approach to it, I let go of it. And then I found like my true passion is the arts. So I kind of like resonated into it. And then from that point on, it was it was it was like all she wrote, I just had a great and it was, I know the year that it happened. So it was like 2007 eight and it was a bad year. And I don’t mean when I say bad year. It’s not like, um.

Sharon Cline: Because the housing market in 2000.

Rodney Roldan: No, it wasn’t even that. It was me being what I consider a diva.

Speaker3: Oh, you were a diva.

Rodney Roldan: No. So. And the reason I said that. Because I think that there was some personal stuff going on in my life, my family. And I think I was, um, running away from that. So I kind of, like, surrendered myself into, like, acting and everything. So I was, you know, I was getting a lot of roles, but then I kind of get like, demanding, like, oh, am I cast for this? Okay. Or like, going to South Carolina and say, do you guys have a Starbucks or a hot tub? Like, no. What kind of hotel is this? It’s like weird things like that, you know? I don’t know. And for me, it’s like, you got to admit all the stuff you’re, you know, things that. Yeah, you’re.

Speaker3: Right. You’ve grown, you’ve grown.

Rodney Roldan: Yeah, exactly. So. But I see that. But then I. And I remember being in Vegas, I had there was a big party going on, and I won’t say who.

Speaker3: Okay. But we we talk about that. It was a big it was a big part. Yeah.

Rodney Roldan: And, um, but I remember leaving, and I was like, I just happened to walk down. It was at the. The pyramid. Was that the.

Speaker3: Oh, yeah. The Luxor. Yeah.

Rodney Roldan: Yeah. So I walked down from there and I stopped by New York, New York, which is like right now. And I was like, what the heck am I doing? Like, it’s just weird, you know? Like, it was partying all the time and just flying. I think I flew like 30 times that year, you know. So as we get into this life and then I just, like, let go of that and, um, that’s not it’s like, this is not. It just wasn’t, you know, and then interesting. Then after that it kind of changed, you know.

Sharon Cline: Well, people love the glamor. Do you know what I mean? The glamor side and the fun side. And that’s kind of what I imagine you were talking about. Yes, but there’s a price to pay for it.

Rodney Roldan: Yes it is. And it was crazy because, like, the following year I moved to LA, and, um, I had some weird experiences out there too, you know. And it was, um, you know, some of my fellow artists, they or actors would say, uh, hey, we go to this person’s house and they’ll like, you see a lot of the stuff that you hear about. And I just I didn’t want to be part of that. So I kept myself distance. And some people ask me now, they said, you know, do you think that kind of like walking that fine line is attributed to you being in the service? And I don’t know, maybe it is. Maybe it’s not. I wouldn’t know because I’ve been in this who I am. I’ve been, you know, a soldier and an artist at the same time. Um, I do think that, um, I because I’m busy with all of it, like, especially with school, that it kind of keeps me responsible in those things. Um, because, like, you know, for the military, we have a responsibility to soldiers in my unit. And then is an artist. I have responsibility to the director and the set and they they both kind of the same. I will tell you that though, like you say, acting in the army. What is that? I said, no, they actually structurally the same and they’re both discipline based. Um, so I think to me I put that first so that anything afterwards like, you know, like partying and things like that, it’s like, if I absolutely have time to relax, I might go to the beach. And but I think on the forefront, it’s like always be ready, you know, and to be ready, you have to be clear minded, to be clear minded. You can’t be intoxicated. You can’t be. And I never got into drugs, which is a good thing. I think it was probably my mother discipline. But but but you know, I think it’s just always, always be ready, you know, because like, auditions come on the fly, like, you know, we talked about this.

Speaker3: Like, you get.

Rodney Roldan: Like, 7 or 8 auditions. And so you always have to be ready to perform, ready to do anything. And, and I think that keeps you disciplined. And I think that’s helped me so that along with like realizations on my own that like, you know, that root of, you know, going to parties and drinking and doing that. That’s not that’s not good for you. You know, it’s not good for you spiritually or health wise, you know. And I think that’s what I never had a big problem with that. But I knew like if I went that route, then I was like, let me catch myself and not go that route, you know?

Sharon Cline: Yeah. I imagine you’ve seen some cautionary tales about people. Yes, who have gone too far, I bet. I imagine there’s a price to pay as well, if you don’t sort of play by the rules of being social in that way. In other words, they expect you to go to the after party that if you’re at a certain level. But if you don’t want to, it’s not to say that you’re doing anything wrong, but you’re also probably putting there’s a limit. Either way, you’re you’re paying a price if you don’t play by those rules, but you’re paying a price if you do, you know.

Rodney Roldan: Yeah, absolutely. And I and I’ve seen it like I’ve gone to, I would say for the amount of films or like shows that I’ve gone to, um, maybe 10% of like the wrap parties or the and and the reason and it was more of like 2008 that I did post it up, but I’ve done a few after and um, but I think and sometimes I would see, I would get like a comment like, oh, you know, I got a, you got a network to build and it’s like I do. But at the same time it’s a choice, you know? Um, it’s not to say you can’t control yourself, you know, but it’s more of, um, to be honest, it’s more of timing. You know, I there’s times I was going to a party and then it’s like, hey, two days from now I got to go overseas for something, you know? Um, but at the same time, that’s that’s a risk you take, you know, and I and I for me, I see it’s a risk, but it’s not one that like, I think it’s that important for my soul. You know, to me, it’s like, okay, you’re not going to network at these parties, okay? Whatever. But it’s not something later on I’m going to regret. It’s more of like, I like, I like doing this the way I’m doing it right now.

Sharon Cline: You’re staying true to yourself.

Rodney Roldan: Exactly. You know, and that’s. Yeah. And that’s another thing like because to to even suggest that like someone, oh you’re going to network. It’s like, do you really want to go to this? No, but I should. And my thing, especially, you know, 47 years old. It’s like I’m not a kid. You know, it’s like, if I don’t want to do something, I don’t want to do something, you know? And I think that that’s going to that goes a long way for you. For yourself. Because I never wanted to. There was, um, you know, you see a lot of horror stories with, with, um, a lot of artists and I know other people where I never wanted to sit in the future and look at something and regret how I got it, you know. And, um, and I think you have to stay true to yourself, but also make sure you’re planting the right seeds as you go along, because that that road travel is your road. And in the future, you’re going to look back on that road. And if you have a lot of regrets, then it’s like, you know, I understand things are out of control. Like there’s a lot of things that happen in my life that I regret. But it’s like, well, you know, you can’t take you can’t have it all, you know what I mean? But at the same time, um, you still can control the majority of, like, the decisions you make and how it affects you.

Speaker3: Right?

Sharon Cline: If you’re staying true to yourself.

Rodney Roldan: Exactly.

Sharon Cline: I don’t want anything that isn’t supposed to be mine. I don’t want anything off the back of someone else. I don’t want anything that, you know, caused a tremendous amount of pain for for someone else. Because I took it, you know, in an unethical way. I just. I think I have to live with myself. And I can’t run from myself no matter what people say. Unless you’re a psychopath, I suppose.

Speaker3: Oh, yeah. You know.

Sharon Cline: To be able to shut yourself off from knowing that you’ve done someone wrong or done a situation wrong, there’s something to be said about trying to stay true to yourself and in what you consider to be your ethics.

Rodney Roldan: Right. And that’s that’s what a lot of integrity comes in, you know, and that’s, um.

Sharon Cline: Yeah. Your personal.

Rodney Roldan: Yeah. And that is, you know, like we’re born with certain things, I think, I think everybody’s born wanting to be good people, you know. But a lot of.

Speaker3: Times.

Sharon Cline: Their conscience.

Speaker3: Yeah.

Rodney Roldan: Just challenges in life cause people to, you know, and that’s where, you know, you have, like, the moral compass, things like that. But I know for me, um, my integrity now is a result of mistakes that I’ve made in my life and ups and downs that it’s kind of like ingrained in me like, oh, actually the last time this happened. So. And I think that makes you a better person if you’re learning from your mistakes and if you’re learning from things like.

Speaker3: That.

Sharon Cline: And being willing to acknowledge and not have your ego be so big, you know, or your pride so big that you won’t acknowledge that you are a human right who maybe fell victim to some of the vices of being a human. I think we all are. And I think there’s something to be said about self esteem. If you have at least that I’ve that I’ve noticed that someone with a strong sense of self is willing to admit that they made a mistake, but it’s like the the ones that kind of hide behind, you know, the story of why, or they’re a victim or whatever. There’s just something like, no, you just, you know, you wanted to do it or you liked that.

Speaker3: Or whatever.

Sharon Cline: It is. It just makes us human. And there’s there’s like, I don’t know, I suppose I appreciate someone who’s got enough self-esteem to say, here’s the mistakes I made. Here’s what I want to do next time. I mean, that’s the best we can do.

Speaker3: It is.

Rodney Roldan: And you got to be content with who you are, you know? And it’s um, and that’s it, you know, and I know, like, that feels better. Like, I know a lot of times, um, especially, like in the military, like I have a certain rank. And then there’s when somebody looks on the outside, someone’s like 3 or 4 ranks lower. But I treat everybody like human beings. And so otherwise. But I, you know, if somebody and then I think your experience in life, um, you offer advice for someone and that’s where I think discipline comes in. Or someone like you shouldn’t put somebody down, but it’s more of like, hey, I’ve traveled this road longer than you to know this, but it’s not. You’re advising them because you care about.

Speaker3: The next.

Rodney Roldan: Step they make, you know? So and, um, in the military, there’s different leaders that we have. And I know for me, my leadership style is to be more empathetic. But I also know that that works for me because human connections, everything like there’s, you know, there’s there’s some leaders that that say, hey, you got your equipment. And then for me, I’ll say everything good at home.

Speaker3: Oh, yeah, because.

Rodney Roldan: These are people, you know. And, um. And I know, um, you know, I’ve gotten feedback from you and I say, no, that that’s okay. But I think that human connection, that’s what the artist side comes in because a lot of art is empathy and relating. So I think that they both kind of mold me into who I am. And that’s the approach. So it’s it’s kind of like when I’m, you know, doing acting a lot of some of the military, as far as the discipline and the structure comes in and helps me stay on that course. And then in the military, a lot of the empathy and that side of being an artist comes into that. And I think it works, you know, because like, we’re not robots in the military and we’re not, you know, free, free flowing over here. So there’s got to be a balance. And that’s essentially what it is.

Sharon Cline: I saw, um, I think it was a TikTok actually, about a scene that Julia Roberts was in when she was doing Erin Brockovich And the. It was an actor. Director. Very um, an understanding of of how structure is in different scenes was like, let’s explain and break down this scene about why it was so amazing, because she had the right in the scene to be as angry as she could be. I think it was the scene where they were, um, meeting with the lawyers who had presented their first offer, and it was like a terrible offer. And she was like, you know, I want to know how I think the lines that she was saying is, how much is your uterus worth, you know, to the lawyers and things. So she was they were explaining how controlled she was because she could have been emotionally very high and hot and out there, but it was actually more, um, impactful that she, she wasn’t. So she had like, that kind of contained, um, energy, which kind of reminds me of what you’re talking about. I guess that’s why that popped in my head is because there is a discipline to it. Like, you can’t be too all over the place and too high. But but having the discipline to be able to control your emotion, but still be able to express enough of it in order to connect with people. That’s kind of what all got put together in my head very briefly.

Speaker3: But no.

Rodney Roldan: It’s and that’s interesting because like, there’s um, that one of the and let’s say lessons. But one of the acting exercises or things in acting they talk about is like the subtleties with they call it psychological reactions, where if we’re doing a scene and that’s kind of like a different we talked about earlier about being in the union for stage. And it’s like, well, they both different in a way because. So in film and TV you have this like you can look at somebody, but there’s a slight action reaction in the eyes that the camera picks up on. And it’s that. And for me it’s like what we were just talking about the you don’t want to give too much, but too little, but just enough to communicate what it is that you’re feeling. But at the same time, that result is, um, you can’t fabricate that. You know, that’s a it’s a true result if you’re true to the character.

Speaker3: If you feel if you’re feeling it. Yeah, exactly.

Rodney Roldan: So it’s interesting and that like there’s a lot of actors out there that I, that I like are my idol, you know what I mean?

Speaker3: And who’s your.

Sharon Cline: Idol? Who’s your idol? Like number one.

Speaker3: Um.

Rodney Roldan: Well, it’s kind of balanced.

Speaker3: Okay.

Rodney Roldan: So, like, Daniel Day Lewis is one, and, and I know a lot of people, you know, say these things, but, um, you know, I, and I always say De Niro, but Cate Blanchett actually.

Speaker3: You know, was wonderful. Yeah.

Rodney Roldan: So, so. And I remember arguing with somebody because they’re like, well, I figured it’d be male. Oh shut.

Speaker3: Up. You know, so.

Rodney Roldan: So it’s the same as, you know, I mean, an artist is an artist, but I think with her, um, with her performances, I, I like there was I don’t know if you’ve ever seen the movie The Aviator.

Sharon Cline: No, I didn’t.

Rodney Roldan: Oh, so it’s a great movie.

Sharon Cline: Okay, good to know.

Speaker3: Good to know. Leonardo DiCaprio.

Rodney Roldan: So he plays Howard Hughes. And so, um, and and her performance in there was like, she played Katharine Hepburn, but it’s just a little intricacies in her performance that and that I pick up on. But it makes her more human. And the same thing with Daniel Day-Lewis. Like there was one of my favorite movies he did was, um, there Will Be Blood, and then there’s like an eye movement that he does where he’s like doing kind of like this. And, you know, that’s communicating so much. It’s like, that’s where that less is more thing. So it’s like a little slight movement, but it tells a bigger story because it’s got something inside that’s percolating. And just allow a little bit and you’re like, ah, I don’t know. Whatever’s under there is interesting and they’re conveying that.

Sharon Cline: So without words.

Rodney Roldan: Yeah. So I think the actors that um, you know, and like especially well, Leonardo DiCaprio is another one too, like they, there’s like this dedication to the character and, um, you know, and I for me it’s, it’s not like you’re copying that, but it’s like, I, I respect it so much because it’s like that discipline or that this writing is important. Like someone wrote this down and someone asked you to play this role. It’s like, man, you got to give it your heart because.

Speaker3: You.

Sharon Cline: Embody.

Speaker3: It, right? Yeah, exactly.

Rodney Roldan: It’s like they trusted you to perform this. And so that’s the responsibility of the artist. And so there’s like yeah. So a lot of those actors, they they really convey that and I respect that. And as, as an artist, you know what that I hope that, you know, I continue my, my success continues in that realm where I’m able to do projects such as those to, you know, for the purpose of communicating with the audience and bringing that to life the way they do. You know.

Sharon Cline: Did you ever see Who’s eating Gilbert Grape? One of the very first times I really noticed Leonardo DiCaprio. Yes, yes. Amazing performance. I actually thought he was, you know, truly, um, mentally, physically, somewhat handicapped. Anyway, I thought it was just amazing.

Rodney Roldan: Yeah. And, you know, and he embodied that, but it’s like it’s he wasn’t playing a character, right?

Sharon Cline: It felt like real.

Speaker3: Yeah.

Rodney Roldan: And that’s important. Like, you could tell somebody you’re playing a character because. Or you, you living this, um, this this person, um, especially like Basketball Diaries was a good one. So I don’t know if.

Speaker3: You I did not. Yeah. I really clearly.

Sharon Cline: Don’t see enough movies, but.

Speaker3: You.

Sharon Cline: Know, it’s good to have a list of movies that people think are stellar. I don’t want to waste my time. You know, there’s so much media out there, it really almost is overwhelming. There’s not enough time for me to watch.

Speaker3: What’s out.

Sharon Cline: There. So I like to be very strategic with the way I spend it.

Rodney Roldan: I use it as a I honestly laugh at me all you want, but I use I take a notepad to the theater, um, and people are like, what are you doing? And I was like, I take notes because I look at it as an acting exercise. I’m like studying. What does this you know.

Speaker3: I.

Sharon Cline: Wonder how much that informs you to where you’ve you’ve been so successful.

Rodney Roldan: A lot.

Speaker3: Of it, I.

Sharon Cline: Imagine.

Speaker3: So.

Sharon Cline: I mean, you’re taking it seriously, like you’re saying, because you’ve been in so many different projects, you’ve been on movies, you’ve been on Law and Order.

Speaker3: Which.

Sharon Cline: Which is amazing more than once, right?

Speaker3: I think, yeah.

Sharon Cline: And also think about, um, just the different projects that you’ve been you’ve been on TV, you’ve been in print, you’ve been in commercials, you’ve been in movies. I mean, have you been done any theater as well?

Rodney Roldan: Yes, I have, and it was a lot more in New York, though. And um, but it’s with theater that like, somebody asked me, what about community theater? I said, dude, if I was financially able to, I’d do community for the rest of my life. I love I love that, you know, and I think, um, the theater is the audience is right there. There’s something about theater where it’s when you’re you’re you say something, then you, you hear somebody go, mm. And you’re like, we’re communicating. You know, that’s taking place. But, um, yeah, I’ve done a lot of theater in New York. And it was, um, I’ve had a great time in it. There was, there was one, um, play that I did called Ghetto Babylon, and it was at the 59, 59 Studios, which it’s a it’s a really nice. It’s I wouldn’t say it’s off Broadway, but it’s a, um, a well-known theater up there and, um, well known is not so. Well, everybody sees it. It’s more of like the capacity. Yeah. And, um, and who’s watching it and the community. And so I had a really good time and, and actually it’s a little story about this. So, um, and it sounds like when I tell this story, he was like, what is that? That’s really a big deal. Or is it? Or, you know, but it’s to me it is. So here’s the thing. So when I was, um, when I first, um, I think when it was the first year I was acting, I was auditioning for Anna in the tropics. And this was, I started, I believe, when I started acting in Virginia because I was stationed at and, um, and I remember looking at the play and I opened the cover and inside, they always have the original performers of the play. So one of them was like Jimmy Smits, you know, he’s a Puerto Rican actress and actress.

Speaker3: Actor. Yeah.

Rodney Roldan: Sorry. But, um, you know, and he’s been in a lot of stuff, and, um, and I was like, oh, great. He performed that. And then that memory stuck with me for for a reason. So like later on I’m doing Ghetto Babylon. And then this was like 20 1314. And then the play gets published and I’m at the drama book shop. I don’t know if you know the drama book shop in New York. So Drama Book Shop is where Lin-Manuel wrote, you know, Hamilton like, but it’s a if you’re ever in New York, you got to go.

Speaker3: To the bookshop.

Rodney Roldan: It’s the only one. It’s not a chain.

Speaker3: It’s okay.

Rodney Roldan: And everybody and anyone goes there. Like you have people in the basement writing plays.

Speaker3: And.

Rodney Roldan: It’s just it’s an actor’s haven. So I was there and I’m looking through the plays and I see and I thought, and I see ten books in a row saying back Ghetto Babylon. And I open it and I caught a tear because like original cast and my name is in this book.

Speaker3: Wow.

Rodney Roldan: So, you know, so like I was like, well, I don’t you don’t know because that’s my personal. But like, I’m sitting at the drama book shop with a play that I did. And so, like, there’s another actor who’s going to pick up this book and read and say, oh, this person is this is the original cast. You know what I mean? So to me, it was like, man, that’s crazy. But but I feel like as artists and it’s not about like, oh, I’m my name is out there, look at me. It’s more of you got to. You got to check in with yourself, you know? And that’s what I saw it as. I didn’t it didn’t matter if like, because maybe a lot of people don’t even know about this play. Maybe no one’s heard of it. Maybe. Maybe ten. You know what I’m saying? But that wasn’t it. It was. It was me. It was something like. I feel like the universe is telling me, hey, you’re you’re on the right track or you’re on the right path.

Speaker3: You almost.

Sharon Cline: Completed a loop by seeing Jimmy.

Speaker3: Smith’s.

Sharon Cline: Name, and then you got to see your own.

Speaker3: Name. Yeah.

Rodney Roldan: And I was like, this is really, you know, it’s important. Yeah. And I’m like, man, this is crazy. Because even then, like, we, you know, you go outside and then some friends of mine would, um, take pictures with me and say, oh, look, your name is on this billboard here for this. And, um, and that’s another thing about that, because you don’t know the impact that it has on people. You know, like sometimes we do stuff, but then like you have I have certain friends and acquaintances that check in and say, hey, by the way, you know, keep doing what you’re doing because it’s inspiring. You just don’t know it. And, um, but that’s how we keep each other up, you know, because, like, acting is not an individual thing. It’s a community. And, um, that’s one of the reasons why I’ve also, like, stayed away from, like, people trying to, like, cut each other down or because I look at and I was like, man, actors always support. The other day I was, um, I continued to do this to this day, but any of my friends that have auditions, they’ll call in. I was working with somebody. We worked together on a few, but there was another person the other day that she was having a, you know, a bad day with her script and like, I didn’t have time, but I was like, you know what, make time. And so I went into depth with her script. It’s not my audition, it’s her audition, but this is our community. You know, if someone’s getting a role, if someone’s be getting their work produced, then we all are getting our stuff because we’re all that community. You can’t act by yourself. So like, you got to support your fellow artists. And you.

Speaker3: Know, I love.

Sharon Cline: That because it does. It feels like if you’re helping, like you’re saying you’re helping someone else, you’re actually helping yourself because you are showing people an example of what could be for yourself. That’s the way I look at it, like, oh, if someone gets this really great voiceover job that is now, you know, on a commercial in the Super Bowl, which is one of my goals. Seriously.

Speaker3: Um, seriously, someday.

Sharon Cline: Stuff is out there in the universe. Now, I’ve never told.

Speaker3: Anybody that, but.

Sharon Cline: Like imagining that if I see someone else actually have that happen, Well, then it’s possible for me to, you know, and that’s a gift in a way. It’s it’s encouraging. Not I’m not jealous of it. I want or envious I want, I want to have that same experience. And I would hope that something I did would be encouraging for someone else, too. It’s partly why I like this show, because one of the things that I’m hoping people hear is, is your passion for what you’re doing, as well as what your path was, because someone else may have a similar obstacle that they’ve been able to overcome. And and because because they got advice from you and there is room for everyone because not everyone is like you. Exactly.

Rodney Roldan: No, we’re all different. And that’s the thing. Like you’re always it’s kind of like trying to think I’m getting I’m confused. I don’t know if it’s Plato or Aristotle when.

Speaker3: He said, get it.

Sharon Cline: Right, okay.

Speaker3: Because you know, this is serious. No, no.

Rodney Roldan: It’s, uh, but it’s it might be. I think Plato was the one who wrote what Aristotle said down. But he said he he knew. I think he knew everything when he admitted he knew nothing, you know, and and that’s to me that’s capacity or potential energy. So like, we always have to be there’s always room for improvement or knowledge or to know things. And I’m I’m always on that lookout to like, learn something new. And and it actually influences like I also there’s just something weird. So I don’t know if you ask me how many roles or how many projects you’ve done, I don’t know, I can’t give you a number, but I can tell you every time I get a part, it feels like the first time, and I don’t want to ever lose that. And I tell somebody, if I ever lose that, if I felt like I. If I didn’t get the part because I was supposed to get it, I’m out of here because as soon as you then you’re not. If you’re. I have to live with my passion in this. And if I treat it as that, then I can’t do it, you know? And that’s one thing that’s never left me to this day at all. And I like, pray to God it does it. But but but even with that, um, something else too. And I know with auditions sometimes, um, it can be discouraging. And that’s something I wanted to talk about because, um, there there’s times where we do, um, we do a bunch of auditions and then you’re like, man, what am I doing wrong? And there’s a lot of actors, including myself, right.

Speaker3: That feel.

Sharon Cline: The same.

Speaker3: Way with voiceovers.

Sharon Cline: I’ll be I’ll get several and then I’ll get nothing for months.

Speaker3: Oh. You did. What did you.

Rodney Roldan: Do? Ten auditions in one week and not get one. But then what? I started, you know, and I and I actually I want to say it’s Domingo Coleman. I was watching something of his on the because the Screen Actors Guild they have a the Sag-Aftra Foundation and it’s really good. I have to like connect you to it. I don’t think you have to be a member.

Speaker3: Oh nice. But it’s on a member.

Rodney Roldan: But if you follow the page, they always have these videos. And he was on stage, um, and to me, like, he’s, he’s, you know, a really successful actor and everything, but to hear him say he’ll get an audition and then like, what changed in him is that he stopped thinking about, is he going to get this part? Is this going to happen? Um, it felt like something. But anyway, um, so he. And then he just did it, and then he moved on, and then that’s when. But because it was in the back of his head about, am I going to get this? Then he feels like it may have infringed on his performance. And that was interesting because I the way I started seeing it was like, I get like 7 or 8 auditions a week and like real time, like the last couple of weeks has been kind of hectic because I got like these military, um, temporary missions coming up, and I’m looking at my schedule like, I got to turn this down because I can’t, but I still do them and sometimes. And the reason I still do them and I and and help other people with theirs is because it’s all the training, right? A lot of times we pay for acting schools, acting classes, but if you get an audition, a lot of when you go to acting school, a lot of people know if the listeners out there who do acting, they know they’ll go to a workshop and they may not. They’ll sit in a workshop for three hours and they may say they’re seeing once or not at all, you know? And so when you get an audition that’s a free like, all you need is two actors and that’s a free class.

Speaker3: Wow. It’s true. That’s a.

Sharon Cline: Very good way to.

Speaker3: Look at it. It’s an.

Sharon Cline: Experience.

Speaker3: Yeah.

Rodney Roldan: And you bring bring stuff to it. And I know, um, one thing because there’s like even different techniques. So I first trained with Meisner technique and then when I went to Stella Adler, I see Adler Technique. And there’s a lot of like Stanislavski in there and, you know, things like that. But so the mixture of it and I think that it hit me like until 2022 when I started marrying the two or having my own twist on it. And, and I started taking some of the things that I learned from there and then combining it with other stuff. And, and when I combined it, I was like, this, now this is working for me. And so whenever I’m working with other actors who, um, call, you know, call me and say, hey, my audition, I give them I, you know, pay it forward, right. So I’ll tell them, you know, like recently, this one actress that I’m working with, um, she’s got an audition for one of the Tyler Perry movie shows. And so one thing I explained to her, and I said, hey, always set the scene right, so there’s no where you’re at because you have to live in the scene, and then you have to use the imagination and all that. But that came from, like me, training at Stella Adler, where we talk about imagination, prop and all that kind of stuff.

Rodney Roldan: And then the Meisner technique comes in when we’re doing the promotion performance. So when I’m looking at that, that’s a way of me not reteaching, but kind of staying connected with the things that I’ve learned, but also visiting a new character because, like, I learned something from her script. Like I said, not my part, right. But it doesn’t matter. You know, as an artist, it’s your responsibility to keep training and you have to find moments to do so. Right? Like, you know, with acting, you have to do your vocal exercises, you have to do your reading. So it’s like with a busy schedule, you have to take every moment and do the most with it. Um, and that’s also helps with balance. I know you earlier said you’re at school acting army, but I think but I think what helps me with that is like, you can only focus at one thing at a time. So and it’s and it’s normal for your human to be like, I’m doing this, but their mind is what I got to do tomorrow. Well, tomorrow is not here. Why are you worried about what you got to do tomorrow? When tomorrow comes, do what you have to do. So, like, right now, My time is with.

Speaker3: You on this.

Rodney Roldan: Amazing show.

Speaker3: It’s really cool. I love it.

Rodney Roldan: But my focus is here because this is what’s happening in.

Speaker3: The moment, right?

Sharon Cline: Like, I don’t touch my phone other than to look at notes. And then when I leave, I’m like, my goodness, I’ve got like 12 emails that just came in the last hour. But it does feel like one of the things I like about this show is that I get to focus on, without distraction, this exact moment and the presence of it. I can’t fake it. I can’t not, you’ll know. But also, I like what you’re talking about regarding the way that you approach different scenes. It’s the same for voiceover, because I’m supposed to, and it’s encouraged, and you can hear it when you don’t imagine those the scenes. I’m imagining myself with a bunch of groceries in my hands, and I’m having trouble opening my minivan, and I get to just throw my foot underneath.

Speaker3: The bumper.

Sharon Cline: And it opens the back. And I like that you can tell if you have that in your head. Yeah, you can hear it. And I’m imagining that’s just voice. So if you’re really being an actor and showing all of you your whole body, I can imagine that all of that translating out if you don’t have it really a real true, um, imagination that way.

Speaker3: Right.

Sharon Cline: You’ll miss a connection.

Rodney Roldan: And it’s sometimes like, hats off to you because it’s like to me, and I know the voice of the actor is like, voice is everything. But, like, voiceover seems a lot harder at times because.

Speaker3: Really?

Rodney Roldan: Yeah. Because, um, you know, like with voice, you have to. There’s a saying, I think it’s voice you paint for, the voice is for the eyes, and then visual is for the ears. And we use that in broadcasting.

Speaker3: Right.

Rodney Roldan: So it’s and especially when you’re saying like when doing narration for radio, radio shows, they’ll say, you know, you got to paint and that. So you’ve really got to paint the picture for them. So every, you know, every as you know, of course, every inflection in your voice, it paints. It’s like a different stroke. It’s true on the visual.

Speaker3: Well that’s very interesting. Yeah.

Sharon Cline: I didn’t actually think about it that way. I hadn’t heard that. But it is true. Definitely true, because there are days where I’m, for some reason, can tap into emotions in a different way, and there are days where I feel like I’m just kind of, I don’t know, phoning it in, but I’m not as, as, um, dynamic in my emotions. But the days that I am very dynamic, I’ll go back and listen to the auditions that I’ve done and see where I am in the in the process of whether I’ve gotten to the second level of auditions, you.

Speaker3: Know, like I call that kind.

Sharon Cline: Of thing. And I’m like, do I like this or not? Because there are days where I’m like, that was a terrible audition. Well, I’m also hard on myself. But at the same time, there are times where I’m like, oh my God, I was so good at that one. It was just a good day.

Speaker3: Yeah.

Sharon Cline: You know, I just understood what they wanted and I was able to kind of bring it. And it’s very satisfying to have those moments. But to be in that level, because I’m just sitting in oftentimes, you know, my workout clothes or whatever in my booth. No one knows what I look like, but like to bring that A-game every time with not just your voice, but being as an actor. It’s a different, completely different level of what you’re doing, I think. So I don’t know if it’s harder, it’s just different.

Rodney Roldan: It is different, but it’s just because they’re all like, so what I’ve done, you know, some voiceover as well, and then stage and then TV film and they all and and that’s you see that with commercial too. Oh big time.

Speaker3: That’s a whole other, that’s a whole other thing too.

Sharon Cline: But it’s wonderful to know that you really are sort of a well-rounded and balanced person in a lot of ways, not just in the acting world, because you do have lots of different, um, avenues that you’ve been able to explore, but but also balancing yourself out with the military side of you and the discipline side of you, um, and caring about the craft itself, which I don’t know. I hadn’t heard someone talk about it like that before, where it’s not it’s not about you and getting ahead. It’s more about just honoring the the human side of being an actor and connecting with people and communicating and and contributing to the art itself. Not just like Rodney.

Speaker3: Yeah. The Rodney. It’s like because like.

Rodney Roldan: The sound of the. Was that saying that a tree falls?

Speaker3: Oh, yeah. No one’s there.

Rodney Roldan: But you got to acting. You have to have a partner. I mean, or maybe not. Or I could just do it myself.

Speaker3: You could do.

Sharon Cline: The monologue, but it’s not the same.

Speaker3: Yeah, but you’re.

Rodney Roldan: Still seeing somebody.

Speaker3: You’re right. You’re talking.

Sharon Cline: To someone?

Speaker3: Yeah. Right. So.

Rodney Roldan: But there’s acting is. And then, you know. And so you need a viewer. Does acting take place if there’s no viewer?

Speaker3: Did that for me right now. Like I’ve had a long week. That’s a hard question to ask me on.

Sharon Cline: A.

Speaker3: Friday. It’s like it’s.

Rodney Roldan: Like if you would say if the picture didn’t.

Speaker3: Exist, it’s like, no.

Rodney Roldan: But I mean, if there’s if you’re at an empty theater like.

Speaker3: Oh, I had amazing performance, you.

Rodney Roldan: Know.

Speaker3: Yeah.

Rodney Roldan: Did you connect to someone and did they leave with an experience? And then they translate that experience and then it’s like a chain reaction, you know?

Sharon Cline: Where do you see yourself in five years? What is your five year goal? What would you what’s the big dream?

Rodney Roldan: Well, I’ll say. So five years from now, um. Let me see. So I’ll be okay. So I’ll be done. Hopefully done with my PhD in two years.

Speaker3: And are you.

Sharon Cline: Doctor so-and-so then?

Speaker3: Yes. Okay.

Rodney Roldan: But I want to do something interesting with that. So, like my thesis, I wanted to turn it into a documentary.

Speaker3: Oh, wow.

Rodney Roldan: So that’s because, like, I was like, I want to I’ll do the thesis, but then I want to translate it into a documentary, and I think it’ll be better if, um, you know, it’s it’s nice to have the doctor by my name, but it was like someone who’s in the field.

Speaker3: Yes.

Rodney Roldan: And then, and ironically enough, I want to do it in media. So I haven’t decided what probably the fall of media, but.

Speaker3: Oh, geez. Maybe by then. Let’s hope.

Sharon Cline: That’s not.

Speaker3: The case. No it’s not.

Rodney Roldan: But, um. No, but something along, you know, because the PhD is in communication, so it has to be related to one of the theories. Um, so that’s what I want to do with that. And then by then, I’ll also be retired from the military. Um, so.

Speaker3: You’ll be able to.

Sharon Cline: Be an actor full time.

Rodney Roldan: Exactly. You know.

Speaker3: Sorry.

Sharon Cline: Did I. Did I take, like, did I take that notion out of your head as I was just.

Speaker3: Kind of like, wait, I’m imagining you because you had said.

Sharon Cline: You do both. And so wouldn’t it be amazing if you didn’t have to talk like you’re leaving for. Where are you going? And, um, on Sunday.

Speaker3: We.

Rodney Roldan: Were like the South East Asia.

Speaker3: Yeah.

Sharon Cline: You’re going to Southeast Asia. Like. And imagine that you don’t have to do that toggling back and forth.

Rodney Roldan: Yeah, exactly. And that’s the thing. So all the stuff, um, happening now, it’s um, I would say it’s kind of like when you’re building a building and then you have the structure on the out, what do you call it? The I’m trying to think of the right term, the metal.

Speaker3: Yeah.

Rodney Roldan: The frame that.

Speaker3: Kind of the framework.

Rodney Roldan: So that’s what happens. And I think, um, everything happens for a reason. Right. So for me, um, one finishing the service, but it also because you gotta be realistic, it also has a financial, you know, you know, retirement pay. So that also creates a financial base so that it does. Because a lot of times as performers, I’m sure there’s a lot of people that I know personally that just act to make money. Not they don’t act to make money. They act and they need to make money in order to supplement their, their passion. So for me, um, you know, having retirement, at least that creates a financial stability where I don’t have to I can work on any project and not think, okay, I have to take this job because it pays this much because I have this coming up. And then with the, you know, my PhD, it also gives me ability to to stay grounded with, um, anything related with communication and, you know, kind of with the filmmaking side of it too, as well. Um, and. Yeah, and that’s what I think. So I think, you know, people look, they say, oh, you’re busy with all these things. It’s not stress you out. It’s like there are times that it is stressful, but I like doing all three, you know what I mean? I find myself in all three, so it’s easy to cope with it. But then it’s not forever. You know.

Speaker3: There’s a, there’s a plan.

Rodney Roldan: Um, and, and as long as that plan is important to you because a lot of people want to tell you how to. Maybe you should do this when you do this. Like I got.

Speaker3: It. Trust me, I got it. It’s working. I won’t give.

Sharon Cline: You.

Speaker3: Any of it. No, no, no. I mean, advice is welcome, but I’m saying.

Rodney Roldan: Yeah, but.

Speaker3: I’m saying it’s.

Rodney Roldan: Because people don’t see it. And I remember it was like when I have some friends I know, like for 20 years, and they see me now and they’re like, that’s what you were talking about. That’s how I told you. Trust I got a plan. Like it’s not, but I and I but it’s those are like lessons learned because I’ve seen stuff that happens to certain people. And I’m like, how can I prevent that? And that’s the best you can do. You know, we don’t know what the future looks like, but you kind of you don’t know what the future looks like. But you know what each brick looks like? That you lay on the road, that you’re, you know, traveling on and and that. And that’s also like where you have to pay attention to because it’s like a lot of people want to know what’s your goal. That. And it’s like, but the focus isn’t the goal because you have to live. You know what I mean? What are you going to do just like ten years from now? I want to do this. But then are you paying attention to those ten years?

Speaker3: Are you living in the moment?

Rodney Roldan: Being present. You said something earlier about being present, right? So like that. That’s what art is. Is the more compelling an art is, how present the performer is, especially when you’re doing TV film voiceovers like how present you are. And, um, but we have to be present every day in our lives because realistically, tomorrow isn’t promised, right? So like, you have to live your life to the fullest today. What does that look like to you? And that’s what’s that road look like to you every day, you know. And that for me, is I like doing these things. There’s a purpose behind it. One part of my mind is this end result looks like this. But the other part is focus on the now and how you’re living it. And, you know, sometimes it’s hard to balance. Like this is one of them times where it’s like, but then I know a few weeks from now it’s going to be easy.

Sharon Cline: So if anyone wanted to get in touch with you about the different projects that you have and would like to know more about you, where can they find you?

Rodney Roldan: Um, but I’m on all the social media platforms.

Sharon Cline: Rodney. Well wait, well.

Speaker3: You did it with, like, a rolling. You did it with Jordan. I’m trying to do. You can say roll down, but rolled in. Yeah, but it’s so sorry. No. It’s done.

Sharon Cline: I want to say it with.

Speaker3: Like, the accent. No, but I’m.

Rodney Roldan: On Facebook, Instagram, TikTok, you know, and then reach out with any of those. So.

Sharon Cline: Well, I’ve had so much fun talking to you. It’s very inspiring to me in many ways, but one of them is just knowing that with the success that you have, you don’t even have to be as nice as you are, you know, or caring about other actors as much either because I always think that the more successful people are, the more they’re just kind of like, you know, my time is so precious. I’ll just give it to you some. But you actually really do still care. And that’s a testament to your character. But also knowing that you are really investing in not just you yourself, but the future of what this art form is. And years from now, your grandkids will be watching different things that you make, and.

Speaker3: You.

Sharon Cline: Care about that too. But also. And they’ll learn something about you too. It’s not just, oh, this is going to make me a lot of money, but actually, no, this is a reflection of what I was interested in at the time.

Speaker3: Yeah.

Rodney Roldan: And it’s, um.

Speaker3: Yeah, it’s really special.

Rodney Roldan: Yeah. And it’s, it’s one of the things some people say, like, that’s a weakness or you shouldn’t care too much about because your time. I know your time is precious, things like that. But I think I just go with what feels good in the heart for me, you know? And, um, if I know someone needs something, it’s like conscious.

Speaker3: I know conscious is a real thing.

Rodney Roldan: Like, it’s like I think somebody will message me like, can you help me audition? And I see it, and I’m watching something, and I’m like, you know, dang well, you could help this person out right now. Like you really doing anything. And I was like, let me call him. And then I’ll tell him. I was like, hey, I was watching something. But I felt bad and like, just, you know, sometimes you need a rest, you know? But, um, at the same time, I think, um, you may not know the degree in which someone needs something, so it’s important. Like, it might seem not much of a big deal to you, but it’s a big deal to them in the same way. Things I was taught was a big deal to me, and maybe it wasn’t for that person. So we all pass each other, you know, things. Um, I do hear, like, you know, you can’t care too much because it could you could, like, let people in too much. And I was like, I hear you. But in the grand scheme of things, this is this is what makes us human, you know? Um, and so I decided to stick to that side of it, you know, I know that it has its ups and downs, but to me, that’s just important for me, you know?

Sharon Cline: Well, I would love for you to come back some time because they’re obviously you’re you’ve got lots of projects that you’re working on and who knows what the future will bring. But what a pleasure it’s been to kind of hear about your story and what makes you tick, and how you have been able to succeed. In a way, I think a lot of people would love to be able to say in the acting world, and this is a huge community for it right here in the Atlanta area. So maybe, maybe someone that’s listening will have that kind of inspiration to be like, oh, you know what’s really interesting to me, when it comes down to it, they don’t have to compromise who they are in order to succeed. Right. And there’s there’s a lot to be said for that, I think, especially when it’s this, this kind of world would love to mold you into something that they think that they could make money off of. But, you know, for you to be able to stay true to yourself and, and still succeed is, is it’s really exciting to see. And it gives me encouragement to, to to stay on my course.

Speaker3: Yeah.

Sharon Cline: Thank you.

Speaker3: No, thank you for having me. And of course, it’s.

Rodney Roldan: Been a pleasure talking to you. Other times you kind of lose the microphone.

Speaker3: Oh, I know right. We’re just having a conversation exactly the way I tell people. Just come in, give me fun, I promise, I think.

Sharon Cline: Well, thank you all for listening to Fearless Formula on Business RadioX. And again, this is Sharon Cline reminding you with knowledge and understanding we can have our own fearless formula. Have a great day.

 

Richa Chadha with Coachampion

March 7, 2025 by angishields

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Richa-ChadhaRicha Chadha is an Executive Leadership Coach, mentor, author, speaker & facilitator based in Silicon Valley.

She holds an MBA and an MS in Organizational Dynamics from UPenn, specializing in the human aspects of leadership and organizational behavior.

As the founder of Coachampion, she helps leaders, teams, and organizations leverage their strengths, navigate transitions, and lead with confidence.

With over a decade of corporate and coaching experience, Richa partners with senior business leaders, startup CEOs, and high-achieving professionals to elevate their effectiveness, fulfillment, and self-improvement.

Her coaching blends science-backed strategies with a human touch, creating transformative results. Coachampion-logo

Connect with Richa on LinkedIn and Instagram.

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.

Stone Payton: Welcome to the High Velocity Radio show, where we celebrate top performers producing better results and less time. Stone Payton here with you this afternoon. Please join me in welcoming to the broadcast, executive leadership coach, mentor, author and speaker, Richa Chadha. How are you?

Richa Chadha: I am great Stone. Thank you so much. It’s so amazing to be on your show tonight.

Stone Payton: Oh, I am so excited to have this conversation. I know we have a great deal of some insightful wisdom to share with our listeners. I think a great place to start would be if you could share with us mission. Purpose. What are you really out there trying to do for folks? Richa?

Richa Chadha: Yeah. And, um, like, you know, this fills me with so much of energy. Your question, like my mission and purpose, I think I am on a mission stone to help leaders, teams, and individuals pivot with purpose and leverage their strengths to navigate challenges and lead with confidence. You know, through my own journey, both personally and professionally, I have learned that setbacks can be springboards if we shift our mindset and take intentional action. And so that’s what I want to do for people.

Stone Payton: Well, let’s talk a little bit about that journey, the backstory. How did you end up doing this this kind of work?

Richa Chadha: So I have almost a decade of, uh, corporate background in the finance sector. However, I never felt fulfilled. Stone so I knew that there was something else that I wanted to do. So during the last part of my career, I started freelancing as a consultant, a leadership and team coach, etc. so I’ve been coaching even before I knew that I was a coach, and even before I knew that there was a professional training. Uh, right. You know, that was there. But when I moved to the US a few years ago, I had a choice. I could go back to banking, which was familiar, which was a known space where I thrived. I was one of the youngest, uh, managers in the country. And there was another choice, which I wanted to take for my heart, my soul, which was to empower people so that they thrive. I chose the latter. And then I am so grateful that I did, even though the paychecks, I really missed them coming every month, but I feel I am more fulfilled.

Stone Payton: So yeah, what was that transition like in the early going? It had to be a little bit intimidating, a little bit scary going out. Now you’re you’re you’re becoming a practitioner out in the wild and you’re running a business. Yeah.

Richa Chadha: So I think the same things that I said in the beginning, the mindset shifts, right? So like I used to think that leadership was all about expertise and strategy until I coached people and I just thought, I have to get my feet wet. I have to throw myself in the waters out there. So I coached people. I was like, I had imposter thoughts. I still do sometimes, but then that doesn’t mean I’m not enough, right? So, you know, people usually look for insights, perspectives, real talk, and imposter syndrome usually thrives in silence. The moment I started owning my voice, my value, it started to fade for me.

Stone Payton: So engaging in this kind of work, serving other people, helping them make these mindset shifts, uh, it concurrently, you’re you’re growing as well the whole time. Right?

Richa Chadha: Exactly, exactly. And, you know, I am a global mentor. I am a coach. And I believe that through each person I coach, I mentor, they grow and I grow alongside them. So each interaction is a learning a growth curve for me.

Stone Payton: Yeah. And you do make a distinction. If I remember from our previous conversation, uh, that you do make quite a distinction between coaching and mentoring, don’t you?

Richa Chadha: I do, I do, and, you know, a mentor once told me, here’s what I did when I was in your shoes. However, my coach asked, what do you think is the best path for you? That’s the difference. Stone mentor shared their experience to guide you. While coaches, they hold space for you to uncover your own solutions because they know you are whole, complete, and resourceful while both are invaluable. But coaching is where the real transformation happens because you become the expert of your own journey.

Stone Payton: So this idea of helping to facilitate a mindset shift for folks so that they can do more and do better and produce better results, and in less time. It sounds, uh, it sounds exciting. It sounds like incredibly rewarding work. But talk about the work itself, the mechanism. I mean, how do you help someone shift and maybe even define mindset, but how do you help them shift and change that mindset?

Richa Chadha: Well, as I said before, like, it’s not only about when you make those pivots or when you are forced to like, you know, work on your mindset. It’s also about how can you leverage what you already have. So that’s that’s what I do. Like, you know, when I moved from India to the US and later from corporate to coaching, I felt like I was starting from scratch. Stone but looking back, I wasn’t. The ability to manage teams, communicate effectively, thinking strategically, all of those skills traveled with me. And what was my biggest lesson? That I evolved my skills with myself only if I led them. So the key is to stop focusing on job titles or anything that’s holding you back, and to start recognizing the value of what we already have and what we already bring to the table. So that is a big mindset shift altogether. That’s what I help people do, help them leverage what they already have into navigating anything unknown or the challenges that they see in the future.

Stone Payton: You must be incredibly gifted, skilled at asking the the right questions for someone to sort of find their their own way. That’s. Well, and you probably you’ve got all this experience and probably some formal training in this regard, don’t you.

Richa Chadha: I do, I do. So I am an organizational psychologist. Uh, in fact, uh, I am still pursuing my second masters. I am an MBA and my corporate background, so I have a lot of practical experience. But now I’m also pursuing my M.S. in psychology from the University of Pennsylvania. And then I’m also a professional certified coach and a credentialed team coach by the International Coaching Federation. So a bunch of experience, a bunch of training. I love psychology, and so my approach is science backed, wherein I also bring in my experience, my wisdom, etc. to meet you exactly where you are.

Stone Payton: So did you jump into the world of professional speaking in much the same manner, like with all fours as my dad would would say. And if so, I mean surely. I mean, was that a little scary at first too?

Richa Chadha: No. In fact, it felt natural because I’ve been doing it my entire student life. And, you know, I felt like I lost a piece of myself when I stopped being on the stage when I gave up the mic. Because, you know, the corporate rat took everything from me. And then it was just about, okay, How to survive one day. It was immensely, immensely like, you know, it did burn me out a lot the corporate. So but when I moved into what nourished my soul, which is org psychology, which is coaching, which is empowering others, I got all of what made me feel alive, which was writing I am a published author. I published, I coauthored my first book in the last year, and then we got it published in November. I am a speaker because these are all the things that come naturally to me. So it wasn’t scary at all. It felt like I came back home.

Stone Payton: Oh, you got to tell us more about this book. I’m interested in the content. I definitely would like to hear the content, how it was structured. Uh, but also the just the process of taking your ideas and committing them to, to paper. What was that like?

Richa Chadha: Oh, it was, I think, a journey of self revelation. So the book is about compassion fatigue. It’s called relit. And, um, it’s available on Amazon and other platforms, etc. but so we we authors, we came together to share our perspectives on compassion fatigue, how we navigated through it, and to provide the readers some practical insights on how they can navigate their navigate their path out of compassion fatigue and caregiver burnout. And we think that it is only with people who are taking care of elderly or sick family members, etc. but it is very much prevalent in the corporate as well. So like, you know, just to narrate a quick anecdote, I once coached a nonprofit leader who was deeply passionate about her work, like deeply passionate. But she was exhausted beyond belief. She felt guilty taking breaks because there’s always more to do. How can I take a break? But here’s the truth stone like you can’t pour from an empty cup, can you? Like sustainable leadership means recognizing that rest is not a reward. It’s a requirement. So leaders need to give themselves permission to recharge so that they can keep showing up for others, and that that’s the perspective that I brought in into my coaching as well.

Stone Payton: We can hear it in your voice how much you enjoy the work, how much you grow from the work. Like I have to imagine, just like the speaking and the practitioner work authoring this, uh, being a published author, uh, it’s probably made you that much better as a practitioner. Huh?

Richa Chadha: Oh, yes. And, uh, I don’t know. Of course, I’m sure, as a practitioner, but more so as a human being. I find myself to be, like, grounded more. I find myself to be connecting more authentically with people and to have much deeper connections than I used to before. So all of this has changed me tremendously, and I’m grateful for this journey.

Stone Payton: I’m sure every client is distinct and different and with with the varying challenges or things that they want to to work on. But I’m interested if you see any patterns, some things that crop up more often than others. And I want to go back to something you mentioned earlier and get a little more depth on this because I’ve heard the phrase imposter syndrome.

Richa Chadha: And I think this is one of the most common things. So I think high achievers having imposter thoughts are usually the kind of clients I attract, along with alongside people who want to build an executive presence. So I’ll quickly speak to both. So, um, and you know, why I can speak to it so intentionally is because, like, I have walked into boardrooms full of senior executives, like heart pounding, convinced I wasn’t experienced enough. Like, you know, as I mentioned, I was the youngest leader in my last organization in the country, managing a team of 15 people, of which half of them were like at least 5 or 10 years older than I was. So I had those impostor thoughts. I’m like, aren’t these people more experienced to be in my shoes? But, you know, halfway through all of those conversations, I would start to feel like, no, there is a reason why I am where I am. And I started owning my value, my voice. And that’s what I coach people on when they come to me with self-doubt, impostor thoughts. And the second thing which I talked about executive presence, like, you know, a lot of people come to me, they’re like, I don’t think I have that in my voice where people would listen to me. So you know what? I make them realize, of course, through, like, you know, appreciative inquiry through like just helping them discover what they have within themselves is that leadership is not about being the loudest, but it’s about being the most intentional. Right? So executive presence isn’t about being perfect.

Richa Chadha: It’s just like who is the most present? Who is connecting to the the teams or the colleagues from where they are, as we say in coaching. So, you know, some key strategies that we often discuss and we come up with is one, owning your voice. So stand up for what you believe in. And I’ve done all of this. And that’s why there’s a lot of conviction, even when I’ve talked, even when I talk about it. Speak with clarity, speak with conviction. Second, listen like you mean it. So when we were kids, we were all taught how to read, how to write, how to speak. We were never, ever taught how to listen. That’s what these are, the basics that we go to in my coaching where, you know, I tell people or I coach them into listening, becoming better leaders by listening better listen like you mean it. And third, and the most important is embracing the pauses, right? So when you’re having a conversation, have it like a leader. Do not rush to fill the silences. Confidence. Usually I see. I see that it’s the most powerful and it lives in the spaces between words. So all of these three simple tricks, tips and tricks that I share on my different channels as well. These are some things that we can build in our everyday life to become better leaders.

Stone Payton: So at this point in your career, what what are you finding the most the most rewarding? What’s the most fun about it these days for you?

Richa Chadha: So my why, the reason why I do things, why I do, is because I want to empower others so that they thrive, right? So this is my why. And when I’m doing the work that I am doing. Stone this is I’m living my why. So this is the most rewarding, gratifying, and the most fun part of my job that it doesn’t feel like a job. It feels like I’m partnering with people and empowering them on their journey in in return, empowering myself as a coach, as a partner, as a thinking partner. So everything about it is fun. I’m working on my second book, I am I’m constantly like speaking at conferences. I’m constantly engaging with people, meeting new people, networking. I’m on the executive board of International Coaching Federation San Francisco chapter. That makes it so much fun when I’m doing and all of it is pro bono, like the ICF chapter work, etc. but the hours that we put into it and the reward, the impact that we see, oh my God, it’s it’s amazing, it’s beautiful.

Stone Payton: And it strikes me or I’ve come to believe that so much of of what you’re describing here actually has a great deal of solid foundation in science. I mean, there’s some real science behind a great deal of this, isn’t there?

Richa Chadha: And, you know, our mentor once told me that resilience isn’t about bouncing back, it’s about bouncing forward. And that stuck with me. Stone. So the toughest moments in my life, whether it was adapting to a new country, dealing with personal loss, health issues or starting over in my career when I was already doing so well, it wasn’t just about surviving. They were all of those things were about growing. And science backs this up. Resilience is built through mindset, emotional regulation, strong relationships, and staying connected to a purpose bigger than yourself. So all I have been a science throughout my life. Like I’m a graduate in zoology, then I have an MBA and then I have organizational psychology, second master’s. So everything that I do is science backed. And I am a big, big fan of these frameworks that tell me how human mind is so powerful and how can we make it work for our benefit?

Stone Payton: I suspect it’s so important for someone in your profession to to eat their own cooking. I think my mom would say, isn’t that you have to be like a model for some of these behaviors. What I’m what I’m getting at. I’m trying to get my arms around the depth of trust, uh, that you must have to cultivate, whether you’re in a group environment or with an individual to get, you know, some of this truly meaningful work done, you you really have to build a great deal of trust and fairly rapidly, don’t you?

Richa Chadha: And I think a lot of it comes from me being authentic, me being vulnerable. I do not I do not shy away from talking about how, as I mentioned in our talk before, like how imposter thoughts still sometimes haunt me. And that’s okay. We are all human beings and, you know, so leaving a stable corporate career to start. My coaching and consulting practice was one of the scariest, scariest things I’ve done. There was no safety net whatsoever, no clear roadmap, just a deep belief that this was the work I was meant to do. Looking back, I see that every job, every challenge, every moment of doubt prepared me for this. And your career is anyway never a straight path. It’s a series of pivots, and the magic happens when you start trusting yourself to make the leap. That’s what I did, and that’s where people see the authenticity into what I bring on the table. And that’s where they trust me to be their thought partner or their coach.

Stone Payton: Yeah. All right. I’m going to change the direction of the conversation for a moment, if I might, because I am genuinely interested and I think our listeners will be as well. Hobbies, interests, pursuits, passions outside the scope of your coaching and speaking work.

Richa Chadha: Oh my God, I am a big Adventurer and I am supported by my husband in this. So both of us are big foodies, big adventurers. So we’ve traveled to six continents in the world. We’ve traveled to more than 28, 30, I think 28 states. We are on to our 29th and 30th tomorrow, uh, 28 states in the United States. And, um, wherever we go, we we travel like a local, we live with locals, we eat local food. So all of these things, they kind of, um, you know, feed into my passion. That’s what I love about my life, that I get to do whatever I want from wherever I want.

Stone Payton: I’ll bet that you are a marvelous participant, but also a terrific observer. When you immerse yourself in these different cultures and you and you get the full enjoyment of that activity. But I got to believe it strengthens you as a practitioner when you come back to the to the job.

Richa Chadha: Absolutely. So, you know, when I was back in my country, we used to travel. Still there? I mean, a lot. But when I moved to the US Stone, I interacted with people. And my first home was MIT. Right. So there. My husband was an MIT student, and we moved straight from India to Boston, and I interacted with folks from around the world. And then I realized that it’s not about me. My problems are like, you know, not even like a dust particle in this universe. And people are grappling with much bigger things. So that broadened my perspectives, my horizons. And I began to be more empathetic towards others. And I started to realize that, uh, in this world, everything is not about me. We we tend to make ourselves so much big and more important than we are in our worlds, in our lives. But trust me, we are nothing as compared to when we see others and their problems and their situations. So I think every interaction that I have with anyone or that I’ve had has fed into me growing and evolving into the person that I am today. And I’m sure that process is still ongoing.

Stone Payton: You mentioned working on on your next book. What else is next for you? I mean, you’ve already done so much, but what’s on the horizon for you in the coming months, you think?

Richa Chadha: Yeah. So I’m working on my next book for sure. And then I’m also working on creating programs, uh, sort of like customized workshops for high achievers battling with imposter for people to develop their EQ. And that is something which I’m very, very passionate about. We believe that. And there’s so much of importance given to IQ in our cultures. In our societies we believe. We believe intelligence is everything. But research shows that 70% of all individuals who have succeeded, they? They do. They have lesser IQ than the remaining 30%. Yet they succeeded because they had a better EQ and we don’t talk about it. How much it’s important for us to have it in our lives to develop it. And it’s not like, you know, you have to be born with it. Um, you you can totally develop it. It’s a it’s a skill that you can work on and you can hone on. So I’m working on developing that program. And then of course my master’s is still an ongoing. So I traveled to Philly quite often. I’m traveling later this month for my spring course. So all of these exciting things and I’m when I speak about it, I think I’m filled with even more enthusiasm.

Stone Payton: Well, you certainly have a lot going on. And I gotta tell you, it’s I find it encouraging that this EQ is something that one can work on to improve. You’re not just dealing with the the hands you were dealt, let’s say.

Richa Chadha: Exactly, exactly. And that’s important for people to know.

Stone Payton: Uh, well, listen, before we wrap, I would love to leave our listeners with a pro tip for producing better results in less time, or connected to any of what we briefly talked about here. And look, gang, the number one pro tip I have for you is if any of this strikes a chord with you and causes some initial interest, and I’m sure it does. Reach out and connect with with Richie. But between now and then, let’s leave them with a little little piece of wisdom. Richie.

Richa Chadha: This piece of wisdom stone is more like a question, and I would love for our listeners to reflect on this. And if they want, I’m happy to, like, talk to them and just listen to their reflections. Right. And my question is, if you had to pivot today, how would you leverage your experiences to move forward with purpose?

Stone Payton: What a fantastic question to be reflecting on. All right. What’s the best way for our listeners to tap into your work? Get their. Their hands and their eyes on the on these books that you’re writing and the work that you’re doing, website, LinkedIn, whatever you feel like is appropriate.

Richa Chadha: So, um, all of like there are several ways to get in touch with me. I have an Instagram coaching community. Uh, the handle is co-champion dot global, and you spell co-champion s c o a c h a m p I o n. So co-champion dot global is my Instagram coaching community handle. I am on LinkedIn as Richa Chadha PCC Actc and then my website is co-champion dot com coach champion. So yeah. And there are links on my website where you can book a call with me where you can send me a message, and on LinkedIn as well, if you want me to reflect with you on your question or you have something to share with me, I would love to partner with you.

Stone Payton: Richa. It has been an absolute delight visiting with you this afternoon. It’s, uh. Thank you for your insight, your perspective, your enthusiasm and the the work that you’re doing to impact so many. Keep up the good work. And and thank you again for investing your your time and energy with us this afternoon.

Richa Chadha: Thank you so much. It’s been an honor being on your show and connecting with your listeners. You are such a delight to talk to. Thank you so much.

Stone Payton: My pleasure. Alright, until next time. This is Stone Payton for our guest today, Richa Chadha and everyone here at the Business RadioX family saying we’ll see you in the fast lane.

 

Tagged With: Coachampion

Mindset and Leadership Coach Coach Cindy Ames

March 7, 2025 by angishields

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Cindy-AmesCindy Ames is a dynamic speaker, coach, and mindset strategist dedicated to empowering professionals and entrepreneurs to create the results they want by shifting their mindset and taking aligned action. With expertise in mindset coaching, leadership development, and instructional design, Cindy transforms the way individuals and teams approach success.

As a former National Director of Learning and Development, Cindy developed high-impact training programs that enhanced leadership effectiveness, communication, and business performance. Now, as a sought-after speaker, trainer, and coach, she helps professionals break through limiting beliefs, build confidence, and implement practical strategies to achieve both professional and personal success.

Services & Expertise:

✔ Mindset Coaching – Identifying and shifting thought patterns that drive success
✔ Leadership & Communication Training – Elevating team performance through clarity and accountability
✔ Goal-Setting & Productivity – Creating value-driven, achievable goals that align with long-term success
✔ Motivational Speaking & Facilitation – Engaging, interactive sessions that inspire action

Cindy holds a PCC (Professional Certified Coach) accreditation from the International Coaching Federation (ICF), as well as certifications in Emotional Intelligence Coaching, Master Training, and Instructional Design. She has been a featured speaker at conferences and a guest on multiple podcasts, sharing her expertise on leadership, mindset, and kindness.

Speaking & Training Topics:

✅ Managing Your Mindset for Peak Performance
✅ Intentional Conversations: Elevating Communication & Influence
✅ Holding Others Accountable with Confidence & Clarity
✅ Creating Value-Driven Goals That Get Results

Cindy’s unique approach blends mindset transformation with actionable strategies, ensuring that clients don’t just think differently—they take action and see results.
To book Cindy for a speaking engagement, leadership training, or mindset coaching, contact cindy@cindyamescoaching.com.

Connect with Cindy on LinkedIn and Instagram.

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.

Stone Payton: Welcome to the High Velocity Radio show, where we celebrate top performers producing better results in less time. Stone Payton here with you this afternoon. This is going to be a good one. Please join me in welcoming to the broadcast speaker, coach, trainer and mindset strategist, Cindy Ames. How are you?

Cindy Ames: I am so fine. How are you today, Stone?

Stone Payton: I am doing well. Really been looking forward to this conversation and I think a great place to start would be if you could share with me and our listeners mission. Purpose. What is it that, uh, that you’re really out there trying to do for folks, Cindy?

Cindy Ames: Yeah, absolutely. So I think my mission is really and I don’t think it, I believe it. It’s really empowering others to live their life with kindness so that they can achieve the results that they want in life. And how do we do that is by observing and creating awareness for our current mindset, so that we can determine if it’s actually giving us what we want in life.

Stone Payton: Sounds like very rewarding work if you can get it. How in the world did you find yourself in this profession?

Cindy Ames: Oh, that’s a good question. So I have been in the corporate world for about ten, 12 years, and Covid happened and I was laid off, as many of us were, and my work was in the senior living industry, and I was centered in learning and development, and I loved it. I created trainings mainly for sales, but I also created trainings for operations and memory care and compliance and so forth. And I love being able also to deliver those trainings. And when Covid happened, I was in the process of becoming an executive coach for my company. I was in the original coach and help out in that way. And so I got laid off and I realized that I really wanted to pursue coaching because that was something I was passionate about at first and foremost, because all the learning that I gained from listening to coaches and experiencing being coached myself, and I saw such value in that, I wanted to share it with others. So I went ahead and graduated from my class. I was certified through the International Coaching Federation and I created my own business and in it I offer mindset coaching, I offer training, development, facilitation and I’m hired as a motivational speaker at conferences, workshops and so forth. And so it’s it’s not what I had expected. I had expected that I would work for the same company and do what I was passionate about doing until I was going to retire. And so for me, this was a big shift going into my own business and being an entrepreneur. And I can’t say that I regret it. In fact, I gained so much from having my own business that I’m rather pleased that this is the way that my career is going to come to a close eventually.

Stone Payton: I have a lot of questions about this business of mindset, but before we go there, I want to hear more about this transition because I would think that is quite the the leap. Was it a little intimidating? A little? A little scary in the early going. Getting your own business up and running?

Cindy Ames: Yeah, absolutely. It was. I experienced a lot of uncertainty. That was how fear manifested in my brain with uncertainty. I didn’t know if I was going to be able to do this. It was, um, so many things that were new for me. You know, when you work in a corporate setting, all the things are done for you. Marketing stunt, accounting stunt, all of that getting clients is done. And so I had to learn how to do all of that. And so one of the things that I learned early on was I talked to my brain. And when my brain would throw up uncertainty and those feelings and you could feel it in your in my body, I could feel it. I would say, oh, wait, wait, wait, hey, I see, I see that you’re feeling uncertain that you, you’re kind of scared about what’s going to happen. It’s okay. We’ve got this I have resources. My daughter had a business. She was a great resource and I learned Google and ChatGPT and YouTube. They’re all my friends, you know. And so I would go to those resources and that would help me. So my my point is, I reassured my brain that it was going to be okay. And I told it how it was going to be okay. And then I don’t know if you’ve seen the show Ted Lasso, but it’s a great show, right? It’s one of my favorite. And so one of the things I did was I created a believe sign and I put it above my door, just like they have in the show. And I have a rock on my desk that says believe. And it was just a reminder to believe in myself. I have the capacity, as do others, to to choose things that are challenging What gets us through it, I believe, are two things. One, it’s our mindset and it’s being kind to ourselves along the way. That’s what helps us.

Stone Payton: So you mentioned being formally credentialed, going through a certification process. What compelled you to take that route, and what’s your recommendation for other people maybe wanting to enter the field, or are you glad you did that?

Cindy Ames: Oh, I’m so glad I did it. It for me, coaching is extremely, extremely rewarding in that I get to be a partner with somebody and when they are going through a process of discovery and getting that aha moment, that epiphany where they realize, oh, I could think this other way. And in doing so, I get so much more in my life than what I had before. That’s a truly, I think, sacred and beautiful thing to be a part of. And so it brings me a lot of joy to be that partner and I if if a person is a has a, I call it a servant minded spirit. If if that comes naturally to them. I think that coaching is a great thing. The thing about coaching that a lot of people understand is it’s not my job to solve the other person’s problem. It’s not my job to have the answers. My job is to be their partner and asking them questions to create awareness in their own brain for what or how they’re looking at something. We have certain patterns of of looking at things, certain perspectives, certain lenses.

Cindy Ames: And those lenses cause us to look at something a certain way. And in doing so, we tend to come to the realization that that’s the truth. And it is. It’s a truth for us. However, that truth or that belief might no longer be working well for us. For us. And so what I can do is I can shine a light on that truth that’s holding them back and say, hey, would you like to talk about that? And we talk about it. And because they’re adults, they get to choose something new, right? As children, we are often given our rules. We’re given beliefs from our family, our parents, and so on. And and we tend to follow those because we don’t know any different. As adults, we get to make our own decision. We get to say, oh yeah, that particular rule, it no longer works or serves me. I can create a new one in its place that’s going to better push me forward or propel me forward to get the results in life that I want.

Stone Payton: So say a little bit more about this certification process, because I’m operating under the impression, at least with ICF, that’s a pretty Any rigorous, uh, curriculum, isn’t it?

Cindy Ames: Yeah it is. So with ICF, you go through a a organization that is specific for coach training and I use six seconds. They are their niche, if you will, is an emphasis on emotional intelligence. And I really like that a lot. They also had a mindset tool that I use a lot with my clients. And that was something that was really important to me to have in the curriculum. And it’s based on behavioral cognitive therapy. And so I chose that school and I went through that curriculum. And then I took a I had 100 hours of coaching I had to experience before I could take the first test. Wow. I took it, I passed. Well done. And then I had 500 hours to accumulate. And then I took my second test. And then I’m a Professional coach. Certified coach is what it’s called PCC, and that’s the level of accreditation I have through the International Coaching Federation. I felt it was really important to have that certification because I my brain, how my brain works is it likes structure and it does like rules. And so I wanted to make sure that I was following the rules I wanted.

Cindy Ames: I wanted a layout of ethics. I have, of course, my own ethics, but I wanted to go beyond what I knew to make sure that I wasn’t missing anything. So that was a really important component that ICF provided for me was their ethics and their standards. And they recently changed their testing. And the second go round was very was very challenging. But I passed and that’s all that matters. And so I, I find that especially because I was going to start with Corporate, um. Corporate coaching. I thought that it would be good to have ICS certification because SHRM, which is an HR organization, um, is connected with their partners with ICF. I want you to know that anybody can call themself a coach. The coaching industry is not legalized in any way. There’s no, uh, regulations or anything like that. And so for me, I thought it added legitimacy that I was educated in coaching, that I was certified by a body such as ICF. For me, that was important for other people. It’s not, um, that I wanted to serve what was best for myself. And so that’s why I did that.

Stone Payton: So at this point in your career, uh, at this stage of your practice, and you touched on a little bit, but I’d like to hear more. What are you finding the most rewarding? What’s the most fun about it these days for you?

Cindy Ames: I think it’s the collaboration that I have with the client. Uh, again, I get to see an insight into their brain, and you don’t often get to do that. I also love being able to create that neutral space for them, so there’s no judgment. They can say whatever they need to say. It’s not my job to, uh, to judge in any way that my job is just to create awareness for how they’re thinking so that they can see if it’s effective for them or if it’s not effective for them. You know, we have we have so many beliefs, and oftentimes we move through life unconscious of those beliefs. We just do them, follow them naturally. And it’s probably when we get pushed up against a wall or when we’re, we’re stumbling in some way is when we it brings attention to us that we’re like, you know, this just isn’t really working. What might I change? And being a part of that change and seeing it firsthand, I think is really, really exciting for me.

Stone Payton: Okay, so let’s do let’s dive into the work a little bit all the way to I want to make sure we’re, we’re singing off the same hymn sheet as my daddy would say and defining mindset and yeah, talk to us about the mechanism for the the work and how and walk us through the a primer around mindset in the first place.

Cindy Ames: Sure. So mindset is simply your beliefs, the things that you think about yourself and all the things around you which are your circumstances. And I’m sure you’ve heard of the phrase a positive mindset, a negative mindset, or or maybe even, um, Carol Dweck has created a growth mindset. All of those mindsets are just ways that we believe and the ways we think. And so somebody who has a positive mindset is thinking, for the most part along positive lines. When we do that, it impacts our life experience. So oftentimes people will say, well, I really believe and I really think this is the way it is. It’s okay. Great. How is that impacting you? What life experience are you experiencing with that type of thought? And that’s the point I want to bring to people’s attention. So if you’re adamant about believing something and it’s holding you back, it’s limiting you or it’s causing negativity in your life, well, then that’s a really good time for an opportunity to look at it and and evaluate, is that really going to work for me or not? And so when we do our sessions, my job is is simply to listen and ask questions based on what the individual has shared. Sometimes I’ll also bring in tools as appropriate for whatever the topic of conversation is. For example, the mindset tool that I use is we look at everything outside of us and we have a thought about it. So if you let’s just use a person, let’s say it’s our boss, we have a thought about our boss and it could be positive, it could be negative, whatever. And in this particular instance we usually start with negative. So I have a thought about my boss.

Cindy Ames: And that thought leads to emotion. Emotions drive our behaviors. So we have some sort of action we take and that action leads to result. If I’m not getting the results I want, maybe in the interaction I’m having with my boss, I need to look at my thoughts. Once I do that, I can make the tie between my thoughts and my result, and then I can say, okay, you know what? I don’t like those Results. I want to shift to another way of thinking that’s going to allow me to get better results. I can also give you the example of if we thought, I can’t, I can’t do this. What does that lead? Leads to? It leads to feeling, um, unsure. And when I’m unsure, what do I do? Well, what do I do? Is I sit back. I don’t do anything. What are my results? I’m not going to get any results because I’m not doing anything. So then I need to look at the opposite, which is I can when I think I can, I feel empowered. That’s like a great feeling. The empowerment motivates me. It causes me to want to go and to explore, to try different things, see what happens. And then I get results because I’m trying things. I’m realizing, oh, this is working. This isn’t working. Okay, let’s follow the line of what is working, and I’m going to double down on that or I’m going to expand it, that type of thing. So the mindset tool is a way that people can take a tangible thing, if you will. I’ll call it a tangible thing. You can take that as a structure to evaluate your thoughts and how they’re either helping you or they’re hindering you.

Stone Payton: Boy, do I wish I had your skills and background and experience because I will share with you there’s someone in my circle right now that genuinely believes that it’s hard to help people and make money at the same time. Um, or maybe it’s more on the money side. They just think it’s hard to make money, but it sounds like with your process, like you could disrupt that pattern and get them out of that long enough to to achieve a little direction, maybe.

Cindy Ames: Yeah, yeah. Oh, absolutely. Money is we have lots and lots of thoughts about money. A lot of it we inherit from our families. So if we have the thought, it’s hard to make money. Guess what? It’s hard for you to make money. It’s a struggle to make money. You’re conscious about it. You put in a lot of effort and you don’t get a lot of results. So what we can do is oftentimes our brains won’t change quickly from it’s hard to make money to it’s easy to make money. The brain is like, nah, we have all this evidence that it’s hard to make money. We know this to be a truth with a capital T, this is a fact. And so what we can do is we can move from it’s hard to make money to. It’s easy to make money. We can we can make that move in our brain by offering it rich thoughts. And you know what? Bridge is simply a way for us to get from one place to another. Place where there is a gap in between. So a bridge that helps us to close that gap between it’s hard and it’s easy. So we could say it’s hard to make money. And I’m not so sure about that. It’s hard to make money. And maybe I’m wrong about that. It’s hard to make money, and I might figure out a way. It could be easy. So see how I’m moving closer and closer to the idea of it’s easy to make money.

Cindy Ames: And then once I get to the point where I’m believing it’s easy to make money, then I start asking my brain how. And our brain has the reticular activating system inside of it. And what that does is it is a filter. We have so much data coming to us at any given time that the brain uses filters to help us to, to survive. And so when we say, how can I do something, then what happens? And we keep that thought in our mind, keep it in our mind. Then we’re reading an article and pop it pops up. How I can do something. We’re talking with a friend and it pops up. All of a sudden we get all these different ways on how to do it. And if you ever want to test it out, this is one of my favorite things to do. If you’re driving down the street all of a sudden, think in your head, where are all the white cars? Then all of a sudden, all you see are white cars where you’ve never really noticed them before and you’ve got white cars coming, you’ve got white birds going. You look down the street, there’s white cars, you look the other way. There’s white cars. It’s so fascinating. I love that thing. So that’s a that’s one way to do it.

Stone Payton: And your work is it largely one on one. Is it groups. And you also mentioned speaking which I actually want to ask a few more questions about. But what’s the mechanism. Is most of it one on one groups a little bit of all of that.

Cindy Ames: So if it’s coaching it’s typically one on one. So I do two. There’s similar but different. I do two different types of coaching one an individual hire. Hire me to coach them on specific topics. It could be personal. It could be business. It’s just basically what’s going on in their life that they’re having a challenge with. I also do executive coaching, so I’ll have a company hire me, and then they have different people in their organization that I work with, and I coach them based on what I think needs a lot of that is centered around what’s going on in their company or in their role, and I help them navigate it. And in that job, it’s kind of like a coaching slash consulting, because sometimes it’s a matter of how do I talk to this person? And what we do is we brainstorm. Well, what do you think about talking about it this way, or what do you think? Have you said that? How might that work? What is it? Does that feel? Does it resonate with you? Does that feel like how you would express yourself? Right. And so we work through that together. Sometimes we practice it, sometimes they just take notes. And then we come back and talk about how that worked for them. So Coaching is mainly one on one. What I also do are workshops or I do training and those are group settings. I do a mindset training. It’s called managing your mindset and that’s done in a group training. I just had a company hire me yesterday and I’m going to be doing one for their HR team in April on that. It’s like an hour and a half webinar. I also get hired to go do trainings. I’m going to do a half day training in September in Chicago. So there’s just different ways depending on what the, uh, the client wants to have happen.

Stone Payton: Well, I’m glad I asked, because I was trying to envision myself in an authentic exchange with you about, you know, my belief systems. And I love this idea of bridge thoughts and and the idea of this. Uh Self-kindness. Right. And how I talked to to to myself. But I was also thinking, you know, if I were in a room with other people who ran an organization and had some of the same leadership pressures and that kind of thing as I do, and I watched them participate in this exchange. I just it seems like you could you could learn a lot from each other in that environment. It seems like there would be plenty to be gained in both of those environments.

Cindy Ames: Yeah, there are there are coaches that will have group sessions, and you do learn a lot from what somebody else is being coached on, because you can usually take just about anything and apply it to your own life in some way. Right. You. Yeah. You look at it and say, how does this apply to me? And you can benefit from it. So absolutely.

Stone Payton: Now there’s some honest to goodness real science behind. So much of what you’re talking about is, I mean, we have some data that suggests, yes, this is how the the brain works, right?

Cindy Ames: Absolutely. So neuroscience has done a lot to uncover how the brain works. And and you know what happens. And one of the things that I think is really exciting is the brain, the concept of neuroplasticity, which means the brain is able to rewire itself. So we have thoughts and thoughts are just you think something in a neural pathway in your brain is lit up and and when you pay that thought enough attention, it becomes more solidified. And so what happens for us when we have that thought? It becomes a belief because we just thought that thing for so long. Mm. The trick is when we want to have a new thought. So if we go to our chant and our can example from before, if I have a thought, I fought long enough, I can’t. That’s pretty hard wired into my brain. But the cool thing is again neuroplasticity. We can rewire our brain. So then I bring in the new thought, and I bridge my way over to I can. And then I start thinking that thought again and again and again. It’s not a one and done. It’s work. There is a work to this practice. And so I think it long enough to where I begin believing it, I begin to see how it’s true. And I make that superhighway, if you will, stronger. However, one of the things we have to remember is that sometimes that old thought will come back in and we’ve experienced that, you know, oh no, you can’t or oh, do you remember so-and-so said this and you really believe that about yourself? They’ll pop up. That’s our opportunity. That’s our opportunity to say, hey, no, I don’t think that way anymore.

Cindy Ames: I now believe I can do it, And we have to be firm. This is just our brain throwing stuff at us. Just because our brain thinks it doesn’t actually mean it has to be true. And I. I liken our brains to a toddler. A toddler is going to throw things at you. Toddler is going to say, I want it to be done my way, but you’re in charge of your brain, and you can take that power away from your brain by just saying, no, we don’t think that way anymore. I mean, there’s sometimes I’ll wake up and I I’ve had depression since I was 16 and so I’ve not had I don’t really have it anymore because I’ve managed it and I’ve done a lot of work on myself, but I my body remembers it. And so sometimes I’ll wake up and I’ll have those the, the feeling in my body of the depression and I will tell myself it’s okay, nothing’s gone wrong, everything is fine. And I just repeat that mantra over and over again, and then my body calms down and then it. And then I’m, I’m just it’s in every it’s an every day. It’s just a regular day. I don’t have depression. My body just remembers. And so I think it’s important for us to remember that we’re in charge of our thoughts. And you can think anything you want to. I think to me, that’s one of my taglines. You can think anything you want to. So if something isn’t working for you, let’s get you a new thought.

Stone Payton: Well, it’s an inspiring tagline tagline. And I got to confess, Cindy, I’m finding one of the most empowering aspects of this conversation for me personally, is I’m walking away telling myself, my brain works for me.

Cindy Ames: Yeah, your brain works for you, not the other way around.

Stone Payton: No, I think that’s marvelous. Uh, I’m going to switch gears on you for a minute, if I might, and ask you about hobbies, interests, pursuits, passions outside the scope of your coaching and speaking and facilitation work. Anything you nerd out about, that’s not this.

Cindy Ames: Oh, that’s a fun question. Um, so I’m a I’m a voracious reader. I read 240 books last year. Um, yeah. I think the most I read, I think it was like around Covid time was 350 books. Um, and they’re they’re not deep philosophical books. They’re just they’re fun books. And I just, I love reading. I have ever since I was a little kid, I was one of those kids who go to the library and come back with, you know, ten books, read them all in a week. And so I love reading. I have four grandkids, loves spending time with my grandkids, my son, my son for Christmas bought me a Oculus, which is a VR headset. And so I’m having a lot of Burn playing Beat Saber every evening before I watch TV, and it’s just, uh, it’s just an online game that’s, you know, the six year old woman is playing Beat Saber. I just think it’s kind of amusing. So. And then I love traveling. My husband and I enjoy traveling, and I. I love experiencing other cultures, understanding people. Uh, seeing how I think the coolest thing about people and the understanding of them is that. Based on their experience where they live, the, the temperature, whatever, they’ve created certain things and things that I have no idea that that’s there or that they would think that way, but it makes sense that they do based on their circumstances. And I find that to be really fascinating. And so my husband and I like to travel and and experience that. And I love to see. I love to see the beauty in our world. And that’s a that’s a big pleasure for me to see that beauty. So I enjoy that both in what, um, the creation of the Earth as well as as what man humans, I should say, humans have created. Both are very fascinating to me.

Stone Payton: What a marvelous laboratory. Or maybe observatory is. A is a better word for it to travel and experience other cultures and and engage with and observe these, these folks. So especially with your unique lens, I bet that is a great deal of fun to do that.

Cindy Ames: And absolutely is.

Stone Payton: So what’s next for you? Uh, are you going to kind of just stay in your groove, keep doing what you’re doing? Do you have plans? Is there a book in you, or are we going to replicate the the Cindy Ames Method. What’s on the horizon?

Cindy Ames: You think a book would always be fun, but I don’t actually have an outline for a book written. But I think it’s going to stay an outline and that’s okay. I think that, you know, I’m looking for four years or so or six years and then retiring. And so I love what I do. I find so much pleasure in what I do that I am so content where I’m at now. I’m just open to clients reaching out for to work with me as either a coach or a trainer and doing a workshop facilitating, uh, or, excuse me, speaking at a conference. That’s kind of my jam right now. So I’m having fun with that, and I’m hoping that I will retire from doing this because it is bringing so much joy to my life now I just. And who knows, maybe I won’t retire. Maybe I’ll just keep on doing this. No, I can’t do it anymore. You know, that would be fun, too.

Stone Payton: Well, the only thing I’ve even been a little bit skeptical about during the entire course of this conversation is the idea that you would fully retire from this work? I don’t know, I think you’re too invested in and living your best life through it, so we’ll just have to see.

Cindy Ames: You’re probably right. You’re probably right.

Stone Payton: Hey, listen, before we wrap, I’d love to leave our listeners with a pro tip. And look, gang, the the best pro tip if any of this conversation. And it certainly has had to, um, stimulate and challenge your thinking, the best pro tip is reach out and have a conversation with Cindy. But, uh, let’s leave them with a pro tip for producing better results in less time or getting their arms around some of these topics we’ve talked about.

Cindy Ames: Yeah, absolutely. So producing better results in less time. Less time. Microchip would be. Treat yourself with kindness. What happens is when we have negative thoughts coming into ourselves about ourselves, it’s like having mud that you have to move through as you’re trying to achieve your goal. And it makes trying to achieve your goal so much harder. So if you shifted to bringing in kind thoughts, meaning, I can do this. I’m intelligent. I’ve got this. You’re doing great. I’m so proud of you talking to myself right when we say that those times, or even if it’s okay, I messed up. No big deal. I’m a human being. Human beings. Not sad. Let’s see what we want to do next. Let’s see how we’re going to fix it. We have that positivity toward ourselves. Then we’re not. We’re not slogging through the mud to get to the goal. And so that makes your pace in achieving that goal much quicker, and you have a beautiful life experience along the way. So self-kindness, that’s that’s the thing. That’s the key right there.

Stone Payton: Well, I think that is terrific. Counsel. What’s the best way for our listeners to continue to tap into your work, maybe get connected with you, maybe have that conversation with you? Let’s leave them with some coordinates.

Cindy Ames: Yeah, absolutely. So my website is w ww dot Cindy Ehnes a m e s Coaching.com. And I still send you the traditional way. Cindy. And you can also follow me on Instagram. And that’s Cindy Ehnes coach. So those are the two places to connect with me and to get a peek into who I am and and what what I can offer.

Stone Payton: So Cindy, it has been an absolute delight visiting with you this afternoon. It’s been an inspiring and invigorating conversation. I have personally benefited a great deal and you are clearly doing some tremendous work in serving others. Keep up the good work and thank you so much for investing your your time and energy with us this afternoon.

Cindy Ames: I appreciate it, Stone. Thank you for having me on your show.

Stone Payton: My pleasure. Alright, until next time. This is Stone Payton for our guest today, Cindy Ames and everyone here at the Business RadioX family saying we’ll see you in the fast lane.

 

Tagged With: Cindy Ames Coaching

Engineer and Business Strategist Sairan Aqrawi

March 7, 2025 by angishields

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High Velocity Radio
Engineer and Business Strategist Sairan Aqrawi
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Sairan-AqrawiSairan Aqrawi is both an engineer and business strategist, dedicated to helping individuals and organizations unlock their full potential through a powerful blend of technical expertise and strategic business insight.

With a focus on transforming midlife in just 28 days, Sairan empowers her clients to gain crystal-clear clarity, take bold, decisive action, and achieve meaningful, measurable results that last. Her unique approach combines the precision of engineering with the foresight of business strategy, enabling leaders to make smarter, more impactful decisions that drive both operational efficiency and sustainable growth.

Sairan works with clients to create custom solutions that seamlessly align technical capabilities with overarching business goals, fostering innovation and setting the stage for long-term success.

Whether individuals are navigating a career transition, or organizations are looking to optimize their business operations, Sairan’s guidance ensures they take purposeful, well-informed steps toward their desired outcomes.

Through her strategic coaching and hands-on expertise, clients transform their challenges into opportunities, turning midlife into a powerful launchpad for lasting personal and professional success. Sairan’s clients don’t just achieve goals—they gain the confidence, direction, and tools to continually elevate their performance and reach new heights in their careers and businesses.

Connect with Sairan on LinkedIn and Instagram.

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.

Stone Payton: Welcome to the High Velocity Radio show, where we celebrate top performers producing better results in less time. Stone Payton here with you this afternoon. Please join me in welcoming to the broadcast Sairan Aqrawi. How are you?

Sairan Aqrawi : I’m doing great. Thank you for having me.

Stone Payton: Oh, I have really been looking forward to this conversation. A lot of topics I’d like to cover, but let’s start with just general mission. Purpose. What are you really out there trying to do for your clients?

Sairan Aqrawi : Yes. Thank you for the question. I feel that this time of midlife, for men and women, it’s very crucial to rediscover and reinvent themselves. My mission and actually my task. What I do in my coaching business is to encourage and guide those midlife men and women to discover what is their hidden talent and monetize it and get to their best version of themselves.

Stone Payton: So how did you get into coaching? What compelled you to get into this profession?

Sairan Aqrawi : Yeah. Um, it’s it’s kind of like, uh, you don’t plan for it, but it looked like it was my hidden gem a long time ago when I was younger. Uh, since I was a teenage, I always thought the universe problems are my problem to solve. Like I always wanted to solve people problem. Uh, you know, guiding people, teaching. I feel like I taught all my life I’ve taught swimming, engineering, coaching, leadership, business, communication. So teaching is something that I really enjoy. And when I went to engineering school, even though that I finished my degree and I earned my master’s master degree. It seems like my hidden gem was buried under this routine, and all the expectation and the daily things that I was doing in my life. Then it’s pop up and speaking gigs that I did at the university that the younger engineers thought, I’m a coach. And back then my life was all engineering, design, engineering, you know, um, titles make sure that you get the next training, the next certification. But then I knew that I have something else inside me that I can offer and leave an impact. That’s what I, uh, got introduced to be a mentor at the school and start coaching. And the rest is history.

Stone Payton: So I get the sense that you genuinely feel like midlife is a good, uh, time for a turning point for for changing things up. Yeah.

Sairan Aqrawi : It is, it is, it’s it’s the best job that chapter. Actually, when we are younger we are not fully understanding the term of lives. We expect everything go right and life is good. Everything is a straight line and we give so much value to other people’s opinion, we seek validation. The peer pressure. Even after college, we want to get a good job. We want the fanciest title in LinkedIn. We want a $2 million house. We want a student kids. We want a beautiful wife. We want a handsome man. Everything is external. Look to us very vivid and fancy, and we live in that until we really reach a point. I would say midlife. Some people say 35, others say 45. Let’s say just assume it’s the 50, it’s the halfway. And you turn around and you see that your kids already halfway in Halfway school. They are ready to go to college. And you look in the mirror and said, now what? This is my time. I mean, I’ve been working hard. I’ve been a parent. I’ve been a brother. I’ve been a sister. I’ve been taking care of their elderly parents or in-laws. Now is my time. I should take care of myself. I should seek the best version of myself. I should look what is inside me, what I can create, uh, as an impact when I leave this world. What else I can change in this world? And midlife. Uh, it’s. It’s a time that you really rediscover the stuff that you already have it. It’s all buried, uh, stone. We all have it. It’s just something inside us. We just need to sit down and ask a lot of questions to ourselves and discover that hidden talent and and just share it with the universe.

Stone Payton: Well, I wanted to ask you about that. How do you uncover hidden talents? And it sounds like part of it is asking yourself questions, or maybe having someone with professional experience and expertise like yourself, prompting us with the right kinds of questions. Is that part of it?

Sairan Aqrawi : Yes, yes. Totally. Stone. You got that right. Because this is not a formula. There is no manual and book that I can give you and said, hey, you’re going to discover your hidden gem in 48 hours. This is not a painkiller thing. This is a process that I call it 28 Days Discovery. And actually, even Robert Greene talked about it in the mastery book, and he called the hidden gem the Life Purpose. What is your life task or what is the task that you need to do? I call it the core genius because this is something that I cannot give it to you in one hour coaching session, you can’t just come to me and say, I don’t know what is my hidden gem? And I’d say, oh, let me ask you a couple of questions. Here it is. Go ahead and monetize it. It doesn’t work this way because as coaches, we always encourage our clients to make the discovery themselves. We don’t put words in their mouth. We don’t tell them this is the right path to do it. Rather, we guide them because for someone like me, I’m in my 50s, so I know what’s midlife, you know, for women is because I’m in it. I’m living it every day. Right. So it’s not like me talking about how is teenage feel.

Sairan Aqrawi : I’m not a teenager. I’m a woman in my midlife. So I know what we go through. Not just the hormones and other things, even like the way how we value ourselves at the workplace, the way how we look at ourselves. We keep labeling. We are old, we are old. I can do I cannot do this. It’s it’s time is up. I should play it safe. Let me stay on the lane. Those narratives should stop because 50. It’s your gold year. This is the year that you really want to thrive. This is the year that you really want to rediscover yourself and know exactly what is your what is your task? Going back to your question, the 28 days I used to have in my old niche, I used to have three months and six months, and I felt like the client really get drained with that long terms of process. So I shorten it to 28 days. And basically what I do, I ask a lot of question, but not only I, I don’t motivate motivate my client, I rather make make them take action. And I’ll give you an example to make it clear to the audience. For example, let’s say you come as a client and you tell me, um, I’m an IT guy and I’m making very good money in it, and I don’t want to quit my job.

Sairan Aqrawi : But since I was a child, since I was a teenager, I was always the speaker of the group. They always call me to be on the stage. I feel like I have a speaking skills and what I do, I don’t just give you books and video and encouraging you and say, great job, go ahead and be a speaker. I will make you do speaking gigs. I will throw you on stages and purpose. I will have you schedule with podcasts. I will arrange podcasts between you and people that I know that have podcasts, and I will have you speak at association. I will have you speak at event because without hands on, I am not making you doing any progress because your your dream will be just stay a dream. Its unless I make you do action. Whatever you are dreaming about, whatever you think is your core genius is still going to stay as a dream unless you take action. So that’s an example. Being an IT guy and want to be a speaker, I will never tell you to quit your job. I’m just going to have you to have that speaking skills in a site, monetize it, thrive in it, and have fun with it. Because side business, if there is no fun, don’t even do it.

Sairan Aqrawi : Same thing when I teach swimming when I was in my 20s. Um, you never saw me teaching. When I start teaching teenagers, then I start teaching after that adult, you know, in their 20s and above. You never see me telling the client who wants to learn swimming, look how I. I move my arm, look how I move my my my legs. No, I threw them on the swimming pool. I literally threw them and jumped after them. And because they feel I’m drawing, I’m drawing. I said, don’t worry, you’re not gonna drown. I’m the coach. I’m right behind you. Right? I’m jumping right behind you on the swimming pool. But without me putting them on the swimming pool, making them do the the action and the move that I teach them, they will never learn swimming. That’s the same thing with business. If you don’t put your client on the stage for what they really want to do. There is no progress and that’s apply to every hidden talent painting, speaking, writing. If you love to write and you are not writing any blogs, why are you even telling me you love to write? I don’t see your your writing anywhere, so you have to really take action in your in your passion. Without action, passion is just a dream.

Stone Payton: And do you find that while someone may have a career, or they may feel very confident and be very accomplished in another area, it’s not like they have to throw all that away to go into this. To do. They can they can maybe, uh, leverage the best of both worlds. Right.

Sairan Aqrawi : Exactly, exactly. And, and, uh, I remember who better than Malcolm Forbes said said something about this. He said the biggest mistake people make in life is not trying to make a living at doing what they most enjoy. That’s a mistake. If you really enjoy doing podcasts and you are not doing it for whatever reason, that’s, that’s that’s a mistake because you are good at it. So go ahead and do it. And people tend to brush off and ignore what’s really inside them because they think, oh, this is just a passion or I’m only good at that. Not a big deal. It is a big deal. If you really are an artist and you draw very nice and you keep those paint in the basement thinking that people will make fun of it, that’s that’s not fair. You need to bring that painting. You need to share it with the universe. At least start an Instagram page, put those paintings to the public, let people enjoy those color and talent because perfectionism will never come this way. You need the progress. You need the momentum. And by us, uh, as an entrepreneur, I think Jack Canfield also mentioned it. If you be an entrepreneur and you are not spending in what’s what exactly is he mentioned? Actually, he said, most entrepreneurs spend less than 30% of their time focusing on their core genius and unique ability, which is me. When I become an entrepreneur and I forget that I’m a speaker because I’m doing all the finance marketing, I’m doing the meeting and I forgot that my core genius is speaking. I’m not going to thrive as a speaker. So as an entrepreneur and for all the audience who’s listening to us, if you are good in something, focus in that one things and leave and dedicate all those admin and all the other stuff that relate to your core genius to other people, because you want to focus on what you really thrive on without focusing, you are not going anywhere.

Stone Payton: So I can hear it in your voice and I know our listeners can too. You obviously find the work incredibly fulfilling. What what are you enjoying the most at this point in your practice? What’s the the most fun about it for you?

Sairan Aqrawi : Yes. Um, so although I’m still a full time engineer because I’m still in love with engineering, I don’t hate my job, I love engineering, I think I want to be an engineer, but at the same time, I. I feel like me just solving equation and being and being good in math, that’s not enough, because I have other skills that I can utilize and leverage in order to make an impact. I feel like the the most enjoy that I have in my side business. It’s the feedback when I pick up a client who has no confidence about what they really have, and I walk them through and I walk with them in the journey, and we go through the process. And when I meet them after a couple of months and I see the, the, the different the jump they made in their personal and professional life just because they work with me one month. And I’m not saying that one month is, it’s a, it’s a, it’s a magic or I’m a magician or I’m doing like things and overnight it’s matter of fact in coaching Waldstein, we said the real coaching happened between session, which is true.

Sairan Aqrawi : I might talk to you today and you go to vacation and we have a gap between the two sessions. Three weeks while you are on vacation, you’re gonna remember everything I taught you the first session. So the real coaching really happened between the line between the session, not at the session, because he’s going to start thinking, oh, well, she said that. I think she’s challenging me. I’d better to do that. She’s right. I need to build that confidence. It’s the inner voice talk. You keep telling yourself that you have the ability you just need to take action on. So when I see those clients and we come back to me and said, wow, you don’t believe what we did, you told us to write a book. We did. You told us to be in podcast. We did. You told us to apply for that job, which always scared us. We did. Now we are in a better place because we have confidence that whatever really scaring us the most is the best. Things happen in our life if we just touch on it.

Stone Payton: Do you find sometimes, at least early in the relationship with a new client, that some people at that midlife especially are feel like it’s just too late to to start something new? Do they ever come to you feeling that way?

Sairan Aqrawi : Of course. And it’s it’s normal. I mean, you can say that’s not happening. Most of them, 90% of those midlife. When I talk to them, they said, oh, no, 50. That’s old. I’m too late. This is late in the process. Even men, I mean, uh, they have this stage. They think, oh, I’m not doing the new business. I’m not changing my job. I’m not writing a book. I’m 55. Well, my answer to all those, including my client, if it’s it’s it’s better late than never. I mean, if you just push it and say it’s late, and when you are in, you know, deathbed and leaving this world, if you keep telling yourself, I hope if I did that, I hope if I hope, if do you want to bring all those I hope ifs to the bed with you or you want to act upon them now just do it. Because when you do it, you have either you’re going to succeed right away, first time good luck, or you’re going to learn the lessons and you pick up another foot in front of the another and try another path. If you are not doing now, then when it’s time, midlife is your time. This is the wisdom that you earn for the past. You know, 20 years raising kids, being a team team, team player at work, uh, do coaching. Even when you coach high school student, you learn from every event in your life when you are about thinking about your retirement? Why are you even thinking this is the end? This is not the end. You might retire from your job, but this is not retirement from life. It’s the beginning of your real life. It’s right now.

Stone Payton: You must be particularly adept. You must be really good at at helping people build their. Build their confidence.

Sairan Aqrawi : Uh, yes. And I think my engineering background helped me in a way, because everything is strategic. Everything is a plan. Everything is structure. There is a there is a blue map, right? There is a blueprint. There is a map in front of you. I’m not just going to motivate you and say, oh, look at yourself. In five years you’re going to be rich. You’re going to have two businesses. This vision is beautiful. But if I don’t be strategic with you, if I don’t give you a map and guide you and be accountable, partner with you saying, this is first step, this is where you’re going. And I have passion in it because I did it myself. I mean, I cannot encourage people to do something that I didn’t succeed at. I still have a job and I have a side business. And and I never tell my client, hey, quit. That’s not my call. If they did so much, you know, profit and their book make Million Dollar, they’re going to quit without coming back to me. Right. If they write the first book and and make a lot of money, why? They need me to tell them to quit. They just need to start believing in their hidden talent, and they don’t need to brush it and bury it under the routine and daily activity that we all do. We just need to discover it, cherish it, celebrate it, and share it with the universe.

Stone Payton: No doubt that every client situation is different, unique. Uh, the challenges are unique, the opportunities are distinct. But do you run into some patterns. Like do you see some types of challenges on a on a regular basis like, or is there like a common group of challenges that you run into?

Sairan Aqrawi : Yeah, yeah, yeah. Of course the pushback, the midlife, uh, client, they push back because they are very comfortable where they are. They have a paycheck, they have a routine job. They go to the to their office, they come back, pay the bills. Life is good. And when I tell them life is not good, they laugh. They said, what do you mean? I said, that’s not a life, that’s a routine. What you describing to me? You’re going to work, come back and have dinner with your husband and take two vacations in a year and take pictures. And you call that a life? They said, yeah, I said, that’s not a life. That’s a routine. Life is challenge. Life is doing things that scare you. Life is to do everything that you, you, you dream and hope for. When you are a teenager and you never had the chance to do it, that’s the life which should happen in the 50. You have no excuse. But the pushback come from they. They are scared from the failing. Now I’m going to fail. I’m 55. What do you mean? I need to write a book now.

Sairan Aqrawi : Yes. Write a book now. Why not? If it’s not now, then when? Well, how about if my book doesn’t make any money? Well, that’s not the the question here. It’s not about the money. Your your dream since you were 25 years old to have your own book, then if you are not doing in your 50, then when y you have to wait until you are 70 and 80 and feel sorry for yourself. Why you don’t start in your midlife and just enjoy everything. Come your way and challenge yourself. Don’t don’t don’t, uh, don’t agree with this routine life that you have right now. Challenge yourself. Do scary stuff. Jump, jump if you don’t jump. I mean, life is it’s worth jumping and take risk. And I always remember what Joe Rogan said. He said, just be the hero of your own movie. And that’s true. Try to be the hero of your own movie. Who better than Joe Rogan saying that, right? Right. Just do the scary things and just do it.

Stone Payton: And then I know the answer to this is yes, but I’d like to I’d like you to speak to it to some degree anyway. I can envision that some clients, maybe a lot of clients, uh, achieve some some progress, you know, following this 28 day action plan, having that accountability, having your direction, having that confidence building. And then maybe, uh, what’s the right word? The snap back a little bit or, or regress a little bit is it’s probably not all just forward momentum. Right. It’s like how do you keep it sustainable and keep it going.

Sairan Aqrawi : Yeah. I think um, I always tell my client, although it’s a 28 days, that doesn’t mean after that you are done. It’s it’s a you have to, you know, continue doing what you have done with me in the process. It’s an endless journey. A stone. This is not something you’re going to learn in 28 days and celebrate and done. For example, we talked about the speaking or the writing or the singing or the knitting or any other business that you think this is your core genius. You’re not going to practice it right after I’m done with you and the coaching. It’s a continuous it’s a continuous action, right? It’s an endless thing. And I always tell my clients, don’t come back after three months. And you said that, um, the the spark is gone. Like you don’t feel that, um, what you call the passion anymore because you haven’t took many action on what we talked about through the process. It’s all on you. Don’t blame the universe. Don’t blame the environment. Don’t blame your boss. Don’t blame your partner or the coach that you are still not fulfilling your dream. It’s all on you. It’s all on the client shoulder. It’s inside job. Coaches, mentors or consultants. We are just accountability partner. We are just guiding you through the map. We’re holding the flashlight. If there is a dark spot, we are just holding the flashlight for you. But we are not the problem solving you are. I’m not here to to to solve your problem. This is your own problem. You have to solve it. I’m just guiding you. What is work for some client might not work for other client, right? So for example, when I certify an ICF and I become an ACC and now I’m a mentor coach so I can actually certify new ACC through ICF.

Sairan Aqrawi : I have my own coach. Still, I pay money to a guy to coach me because I have to upscale my game. If you met me five, ten years ago, I was not sounding that confidence because I just started a journey. I had so far I had three coaches until now. Each one teach me something else. So I have to build. I have to scale up my game as well. Not because I am coaching you. That’s mean. I don’t need coach. Everyone needs a coach and a mentor. Everyone. Because you don’t want to sound and act and do the same action you did five years ago. You have to to, to to upgrade your game. You have to be in a different scale. And that’s what I define success. Stone I said success, I always define it. I never change the definition of success. Success to me is the relentless energy to keep progressing. That’s success because you keep progressing. If your podcast now it’s better version and quality than two years ago. That’s a success. You are not here doing this because you are competing with Joe Rogan. That’s not your game. That’s not your goal. You want to be a better version of yourself two years ago. So that’s success. And people see oh my God, he’s doing way better two years ago. That’s success right? So it’s your it’s your version. You competing with your old version. That’s the success.

Stone Payton: Were you obviously have a tremendous amount of passion for this work. And as you mentioned earlier, you still thoroughly enjoy your career as an engineer. Uh, hobbies, interests, pursuits outside the scope of those things. Anything else that you like to do that we might not guess?

Sairan Aqrawi : Uh. Oh, God. When I was younger, in my teenage, I loved dancing. So now I’m. I’m away from that. But I still love swimming. Uh, but the hobby that I always loved and I still love doing it is reading and writing. I love to write. You can leave me in a room with a cup of green tea, and I will be in that room for 3 or 4 hours just writing nonstop. I love to write. Yeah, that’s one of my most loving passions.

Stone Payton: Well, what a great segue, because I, I wanted to ask you what’s next for you? And maybe the answer is is a book.

Sairan Aqrawi : It is. Yeah it is. I’m working on it. Yes.

Sairan Aqrawi : And it’s about the midlife.

Stone Payton: Well, I’ll hope you’ll let us continue to, to follow your story. And you don’t have to wait till you write the book. But we definitely want when when the book, when you get ready to release that book, we want to, uh, check back in with you and see how that’s going.

Sairan Aqrawi : Yes, definitely. I would love to. Yes, definitely. Yeah.

Stone Payton: All right. What’s the best way for our listeners to tap into your work? Stay connected, learn more. Whatever you feel like is appropriate. But let’s give them a way to connect.

Sairan Aqrawi : Yes. So I have only two platforms. The LinkedIn is my professional work at my day job as an engineer. Uh, a lot of clients reach me through LinkedIn because they are younger engineer who are seeking, you know, to advance their degree in engineering or Stem. They want to build a better LinkedIn page, or they just seeking promotion or be a team lead. They can reach me in LinkedIn. But if you are an entrepreneur, if you want to start a small business and you know and you are clear that you have a hidden talent, that you would love to monetize and make money out of it, you can reach me at Sharon Cline with one word in Instagram and I will be more than happy if they mention your channel and they mention your name, I will give them a complimentary 30 minutes consultation session.

Stone Payton: Fantastic!

Stone Payton: What a delight to visit with you this afternoon. This has been a very informative conversation. You’ve built my confidence and inspired me and I know you have for our listeners as well. You’re doing good work and we sure appreciate you.

Sairan Aqrawi : You so much, Stone. Thank you for having me. I really appreciate it.

Stone Payton: My pleasure. All right. Until next time. This is Stone Payton for our guest today and everyone here at the Business RadioX family saying we’ll see you in the fast lane.

 

Charles Read with GetPayroll

March 7, 2025 by angishields

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Beyond the Uniform
Charles Read with GetPayroll
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Charles-ReadCharles J Read is a CPA, U.S. Tax Court Practitioner, Vietnam Veteran, and Founder of GetPayroll, providing payroll and payroll tax services since 1991.

With over 50 years of financial leadership, he’s the author of four books, including The Payroll Book, currently a top-ranked small business guide on Amazon.

Trisha and Charles discussed the importance of promptly addressing IRS notices and the benefits of outsourcing payroll services to avoid tax penalties and related issues. They also emphasized the importance of tax compliance for businesses, particularly startups, and the need to prioritize employees’ needs over one’s own.

Charles also introduced his book, “The Payroll Book,” which provides insights into payroll taxes, deductions, and related topics.

Follow GetPayroll on LinkedIn.

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. Beyond the uniform series, I have a very special guest with me today, Mr. Charles J. Read, who is a certified public accountant. I promise it’s going to be a good conversation. Not boring. Right, Charles? Uh, he is also a US Tax Court practitioner, a former member of the Internal Revenue Service Advisory Council, a Vietnam veteran, and the founder of GetPayroll. Charles, welcome to the show.

Charles Read: Trisha, thank you for having me. It’s a pleasure to be with you.

Trisha Stetzel: I’m so excited that we met a few weeks back. I knew that you would be perfect to come on the show. And let’s let’s bring some light to a conversation that some people might avoid or get very nervous about as a business owner. So, Charles, tell me a little bit more about you.

Charles Read: Well, I’m a midwestern boy. Uh, I grew up in Iowa. Um, graduated from high school, joined the United States Marine Corps, spent four years, uh, including two years overseas in combat tours in Vietnam. Came back, was stationed in Kansas City, met and married my wife. She was ten years older than I was and had five children. When I married her. I claim insanity, but we were married for 45 years before she passed, so it worked. In 1972, we moved to Texas, basically been here ever since. And and, you know, pretty much consider myself a Texan now after more than 50 years here. So we I went to work, I did my college. I went to work for Texas Instruments. I worked in the corporate world for 15 years. Large companies, small companies, turnaround startups. Wonderful experience. Realized I was never going to get to the top of a company. I don’t have the political skills. I’m unwilling to stab people in the back and toss them off the ladder, and I have a tendency to speak my mind. So if I was going to run a business, I’m going to have to start my own. Ruth and I started our own business here just a third of a century ago, uh, in 1991, and continued to grow it. I sold off the accounting portion here about a dozen years ago to my partner, and kept the payroll portion, and have continued to grow it to this day.

Trisha Stetzel: I love that it’s beautiful. So you can find Charles Reid, get payroll if you just do a search for him. But we’re going to talk about some more interesting things as we move through our conversation today. So I’ve heard occasionally a business owner will receive an IRS notice. That’s pretty darn scary. So if I received one of those notices, what should I do?

Charles Read: Well, first of all, do not ignore it. I have clients that just put them on the shelf and wait for me. But don’t. Don’t do that.

Trisha Stetzel: Okay.

Charles Read: Open it up. Look at it, read it. Now, if it’s taxes that you owe that you’ve forgotten for some reason, miscalculated. Whatever. Pay them and move on. Um, if it’s taxes you don’t owe and it’s $20, just pay it. It’s. It’s cheaper than fighting it, okay? Discretion is the better part of valor. Don’t don’t don’t don’t don’t fight minimal stuff. We get them from our clients. Sometimes we just pay them because it’s not worth talking to the client about. You know, we send the IRS a check for $7 just to be shut of it. And in all probability, two years later, they’ll get a refund for the $7. Uh. So look at it now, if you don’t owe the taxes, then write the IRS and tell them why you don’t owe them. Okay. Now, understand, the first letter you send will be you’ll get a form letter back saying, no, we’re not going to abate any taxes. They don’t even they don’t even read your first letter. They just send you a form letter back saying no. The second letter, uh, 95% of the time you’ll get a no. They they really don’t read that one. Only the third letter you sent. And this is a series of that. You send them, they’ll send you back. You send them, they’ll send you back on the third letter. You have a reasonable opportunity to get the the penalties abated. Okay. Or the tax is reversed if they’re wrong. Uh, but the IRS is a whole series of no’s followed by a single. Yes. So if the penalty or the taxes are wrong. Appeal appeal appeal appeal appeal appeal appeal and keep doing that until you get a yes.

Charles Read: Because if the IRS makes millions of mistakes every year, the IRS is not perfect by any stretch of the imagination. Don’t ever believe that they make millions of mistakes. Billions of penalties get reversed every year because the IRS is 100,000 civil servants using technology. In some cases, that goes back to the 1960s. Stuff that I worked on when I was in the Marine Corps. Uh, it’s it’s really a lot of problems. They don’t have the budget they’d like to do their civil servants. There’s training problems. There’s all kinds of things, as we all understand with government. So don’t ever think they’re unquestionably right because they’re not so. Appeal. Appeal, appeal, appeal. That’s why I became a US Tax Court practitioner. Because I can take my client’s case to U.S. Tax Court without being an attorney. I operate as a attorney, per se in the US Tax Court. I have a bar card, and I’m able to represent my clients in front of the tax court. And the nice thing about Tax Court is 95% of all tax court cases are settled. Pre-court the IRS at tax court level is very want to settle cases. So it’s a good route to go if you’ve got something that there’s a lot of argument about, you’ll get a settlement offer. So never give up. And one tip for your listeners. The IRS cannot penalize you for a simple mistake. They can only penalize you for gross negligence. The problem, of course, is who defines gross negligence? The IRS thinks they do, but in fact they don’t. The judge does. Okay, so don’t don’t ever give up. Just appeal appeal appeal appeal appeal.

Trisha Stetzel: Okay, so, Charles, everyone needs you on their side. I’m just saying, you have so much knowledge and experience to offer here. I want to back into then why business owners should think about and engage with a payroll company. What’s the benefit?

Charles Read: Well, when I grew up, Pelé was the world’s best soccer player. Wonderful athlete. But if you took Pelé and you put him in the New York Yankees uniform at second base, he’d be lost.

Trisha Stetzel: Yes.

Charles Read: He doesn’t know the playing field, the rules, the, you know, pick up the ball with your hands. It would be a disaster. He’d still be a great athlete. So when you have a a business man or a woman who’s successful produces a service or a product, uh, has employees, has clients, is a growing business. And now you say deal with the IRS. Mhm. They’re playing second base. They’re lost. This is what we do for a living. We live and breathe this stuff. I know it sounds boring, but you know it’s CPAs. What what what can I say. Okay. Uh, we we deal with the IRS daily. We get the trade magazines, we get the IRS updates, we read tax law, we study taxes. You know, we do all these boring things, which we enjoy. Uh, so our clients don’t have to. And on top of that, in doing payroll, we have all the equipment, the software, the facilities, the experience, the banking, relationships, everything to make it simple for us and very, very simple for our clients because they don’t have to go through all the 30 years of of toil and trouble that we’ve gone through to get to that point.

Trisha Stetzel: Yeah, absolutely. And for those of you who are listening and you’re still doing payroll, stop it. It is affordable and you should make it an investment in your business so that you have people like Charles and his team on your side. That’s just the bottom line.

Charles Read: In in reality, a payroll service bureau is a profit center for you, for your for for our clients, we save them more money than we charge them in time, energy, effort, facilities, equipment, software aggravation, tax penalties, everything else. We we’re free. So I mean, you know.

Trisha Stetzel: I love that. I think that’s fantastic. And what a great way to look at it. It is not a cost to your business bottom line right. So if you’re not using a payroll company you should. And Charles is going to tell us about the payroll book which is something very very important. So Charles, let’s talk about this book you wrote.

Charles Read: Well, I looked around here a few years ago to to have something to give to clients, uh, to, to help them and have a reference guide. The only thing out there is the payroll source from the American Payroll Association, and it’s $600. So I said I’ll write something. Well, two years later and and with the help of Wiley and Sons Press, uh, they’re obviously a huge, uh, publishing house. Uh, we produced the Payroll book, a guide for small businesses and startups. I refer to it as 30 Years of Wisdom, distilled down to 95,000 words. Uh, it’s done very well on Amazon. Um, we’ve sold a lot. We’ve given away a lot of them. Uh, it it’s a base for small businesses and startups. I mean, if you’re a 10,000 person company, it’s not for you. But if you’re a small business startup, it gives you a lot of information about payroll taxes, deductions. Who’s an employee? Who’s a contractor? Uh, how to handle aliens? Uh peos. Uh, employee handbooks, overtime taxes, tax penalties, tax forms, states, all these things that are involved in payroll. Because payroll is a very complex subject, when you when you get into it, it’s not just, you know, give the guy, you know, 200 bucks. Uh, that’s the simple part. Everything after that becomes complex. Uh, and whether you have to withhold taxes from that $200 or not. And what do you do with the withholdings afterwards? And where do they go? And what do you deduct from that $200? And, uh, what do you add on top of it and all these other things? So it’s 95, 95,000 words of, of of experience. Uh, lots of horror stories, lots of things not to do. And we’d love to offer it to your listeners if they’d like a copy, if they will go to the payroll book.com and hit the Discount Code podcast, we will ship them a free copy. No shipping, no handling, no cost, uh, to them if they would like to have a copy of the book.

Trisha Stetzel: Wow. Wait, wait. Charles, did you say free? Free? Free.

Charles Read: Free from a CPA?

Trisha Stetzel: Free what? I love that, that’s fantastic. All right, you guys head out to the payroll. Book.com using the code podcast. And you can get your free copy of this amazing 95,000 word ebook that Charles has poured 30 plus years of experience and expertise and stories into. Wow. Thank you. That is amazing. I’m going to go get my copy today. So, Charles, besides the book, we know we need to send people to the payroll. Book.com how else can people get in touch with you to have a conversation?

Charles Read: We’re all over the web at Get payroll.com. My personal email is c j r at Get Payroll. And if they’ve got just something they need a quick answer to. (972) 353-0000.

Trisha Stetzel: Wow. Fantastic. Charles, you’re such a great resource. I’m so glad that you came on the show today. All right, um, let’s dive back in. I know everyone loves taxes. Everyone loves the IRS. Kidding. Not kidding. Um, what’s your advice on or tips to avoid employment tax penalties?

Charles Read: There’s five big things that cause tax penalties, uh, that the employer can avoid. Now, there’s lots of tax penalties the IRS creates from their mistakes and their problems that you can’t avoid. But the five things you can do as an employer. First of all, the biggest source of penalties is arithmetic errors. I mean, people add, subtract, multiply and divide and put the wrong number down. So don’t do it by hand. Use a computer or use a service bureau. Okay, you use us. Don’t. Don’t do it by hand. If you do, use a calculator and double check your numbers, okay. That will eliminate a lot of penalties. The next two things. The next thing is to know what you have to withhold from your employees paycheck. You have federal, state, and in many cases local taxes that you have to withhold. You’ve got to know what those are. If you don’t know, find out. Read my book or call us. We’ll take care of it for you. Then know when you have to deposit those. Because if you deposit one second late, there’s a penalty one second late. And that’s not a simple mistake.

Charles Read: Normally that’s a gross negligence and you’re not going to get out of that penalty. The next thing is know what reports you have to file. Again, it’s knowledge. What gets employers into problems is they don’t know what they don’t know. Again, you have in Texas, you have the the TWC which is state unemployment. You don’t have a state revenue department for income tax withholding outside of Texas. Most states you will deal with two agencies, the the revenue portion where you have pay in the state, income tax withheld, and the unemployment where you pay in the unemployment withheld. In some states, they throw in other things worker’s comp, um, disability, all kinds of things. You’ve got to know what those are so you can withhold them and deposit them. And so you can report them to the state. And then you need to know again when you need to report it. Texas. If you’re a day late with your TWC report, it’s a $50 fine. Even if you owe no taxes, it’s $50 just for being. If you if it’s postmarked a day late, it’s a 50 bucks.

Speaker4: And oh my gosh.

Charles Read: Yeah. You can normally talk to TWC out of it on the first one. But the second one. No.

Trisha Stetzel: Wow. Oh my gosh. So Charles, this is why we need you, right? So that we don’t have to deal with all of the the questions and the ambiguity around these things because you have the answers. You know exactly what needs to be done.

Charles Read: That’s that’s our job. And we work at it very hard. And we keep up with, with all the states and everything else. And it’s, uh, yeah, that’s what we do.

Trisha Stetzel: So if people are listening outside of Texas, they can still call you.

Charles Read: Well, absolutely. We operate in all 50 states. We’re a national service bureau. Uh, and for Texas clients that have employees in other states, which is becoming more and more common. Yes. We’ve gone virtual to a great extent. One of my ladies has worked for us for ten years, got married and lives in Louisiana now, so it’s okay. You know, with technology, it doesn’t really matter so much anymore.

Speaker4: Yeah.

Charles Read: So it’s in many cases you’ve got a good employee and they want to move to Montana. If that job can be operated, you know, on a computer, who cares, right.

Speaker4: Yeah.

Trisha Stetzel: But you need to understand how to be compliant, which is why we need Charles.

Charles Read: And and and there are there are all kinds of nuances of dealing with remote employees in terms of payroll and HR that you need to be aware of and up to speed on. If you’re not, you need to get with somebody who is. Yeah. Us?

Speaker4: Yeah. That’s right.

Trisha Stetzel: Get payroll. Dot com. Okay. Charles, we’ve talked a lot about established businesses or businesses that are in a position where they need to make a decision. They shouldn’t be doing payroll anymore. They need to hire a service. But what about brand new businesses? So if I’m a startup, what do I need to be concerned about to be tax compliant?

Charles Read: Well, first of all, if you incorporate, which I normally recommend as a CPA for tax savings, you’re an employee. If you work in the business, you’ve got to be on payroll. You can’t just take a check every week or month, whatever, or as needed. That’s not acceptable. The IRS will come in and say, part of this is compensation, and you’ve got to pay Social Security and Medicare taxes on it. And since you didn’t, here’s all the penalties and interest on those payments that you didn’t make.

Speaker4: Okay.

Charles Read: And in my book, I have a story about a CPA who just took draws from his business, and the IRS came back in and reclassified half of what he took as compensation. And the penalties and interest were, you know, tens of thousands of dollars plus the taxes. So you you can’t just do it now if you’re if you’re a sole proprietor. Yeah. You can just write checks and everything goes on your 1040 and you pay all your employment tax purposes, uh, at, at when you pay your 1040. That’s an expensive way to go. You will overpay taxes that you don’t need to.

Speaker4: Okay.

Charles Read: Okay. So check with your CPA. Um, but the moment you hire anyone. You need a service bureau. You need a you need a payroll company. Don’t try and do it yourself. It’s not worth it. You don’t know what you don’t know. And this is this is the whole concept. We all outsource things. I, I quit working on my own car when my little milligram needed a clutch replaced. And the book, the Chilton book said. Step number one. Remove the engine. Okay, I quit working on cars. Then I, I, I went and bought two pair of shoes yesterday. I don’t make my own shoes. I don’t make my own clothes. I don’t even mow my own lawn. I’d rather do a tax return than mow the lawn. So I’ll do the tax return and make enough money to pay the guy to do the lawn and then buy dinner too. So we all outsource things. Payroll is one of those things you should always outsource. I always did when I was in business before I started my own company. It’s not worth doing. Don’t be Pele at second base.

Speaker4: Mhm. Yeah.

Trisha Stetzel: Don’t be Pele at second base. Thank you for sharing that story. It really does bring to life, uh, the chaos and disorder that can happen. And the penalties and the IRS letters if you put Pele on second base. Right. I yeah, I love that. Okay. So as we’re moving to the back end of our conversation today, I know it went by so fast. I want to dig back.

Speaker4: Into.

Trisha Stetzel: Your history of being a Vietnam veteran. So you spent four years as a marine? R is there 1 or 2 things that really things that you learned at being in the military that you’ve been able to bring into, whether it was you working in corporate space, working for someone else, or even into your own business? Charles.

Charles Read: Well, as an NCO in the Marine Corps, um, one of the things you’re taught is how the Marine Corps thinks about things. And one of that tenets is mission Min self. You complete the mission regardless of what it takes. The mission comes first. You accomplish the mission, then you take care of your men. Then you take care of yourself. Uh, I’ve seen this, and I’ve seen it from from good officers. Uh, they’re the one of the last of the chow line. Okay. They make sure everybody gets fed before they do. Okay. Um, that translates into business very well, as far as I can tell. Our job is to provide a perfect payroll on time. Every time we bend over backwards. For that, we do whatever it takes to accomplish that for our clients. And then I take care of not only my clients, but my staff. I couldn’t do the business without them. Um, as I retire, they’re going to get the business because they helped me build it. Um, so I take care of my people, and then I worry about myself. If you’re in business, if you can’t pay all the payroll, it’s your payroll that doesn’t get paid, not your employees. It’s it’s. You’ve got to put them ahead of you to be successful. That’s something that translates very well from the military. Now, one that doesn’t is of course, the military is a very hierarchical.

Speaker4: Yes.

Charles Read: Um, operation. And everybody, you either jump for them or they jump for you. Well, thankfully, my wife was very much of a people person and helped break me of those habits.

Speaker4: Uh.

Charles Read: You know, when I, when I had a family with five kids at 21, uh, and the boys were 14 and I was 21, uh, she, she had, she had to teach me to be a, a much better person and, and much less of a marine. Uh, so, uh, and I am eternally grateful that I found and married Ruth. Uh, it was the best thing I ever did in my life.

Speaker4: Mhm.

Trisha Stetzel: I love.

Speaker4: That.

Trisha Stetzel: And Ruth is listening to us right now. I’m sure of it. Yeah. Looking down on all of the amazing things that you do for others. So thank you for sharing that. You know, sometimes those lessons come from things that we shouldn’t be doing. Uh, and it sounds like Ruth helped you with that direction. Wonderful. So, Charles, as we close today, uh, I’d love for you to tell folks how they can get your book again and how they can connect with you if they’d like to learn more.

Charles Read: The book is available, the payroll Book.com enter the Discount Code podcast. We will ship it free of charge. No shipping, no handling. And if you find yourself still confused, my number’s in the book. So feel free. Uh, we’re on the web at Get payroll.com. I’m c.j.r at Get Payroll. That’s my email. And the phone number for the office. (972) 353-0000. The only good thing GT ever did for me.

Trisha Stetzel: I love that, Charles. So he makes it very simple. Can you guys see the incredible opportunity to work with Charles here, where he’s taking things that are really complicated and bringing them down to very simple steps that you can take in order to create some space in your business where you can focus on the things that you should be focused on versus the things that Charles can focus on for you and do an amazing job. Charles, thanks so much for joining me today. I really enjoyed our conversation.

Charles Read: It is my pleasure. Thank you for having me on.

Speaker4: Yeah.

Trisha Stetzel: You bet. Again, guys, you’ll find all of Charles contact information in the show notes. If you happen to be in a place where you can point and click. Otherwise, you have everything verbally. I hope you’ll reach out to Charles. And please take care. Take advantage of the payroll Book.com with podcast as the code so you can get that book from Charles. That’s all the time we have for today’s show. Join us next time for another exciting episode of Houston Business Radio. Until then, stay tuned, stay inspired, and keep thriving in the Houston business community.

 

Tagged With: GetPayroll

Teresa Brazen with Brazen Leadership Development

March 5, 2025 by angishields

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High Velocity Radio
Teresa Brazen with Brazen Leadership Development
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Teresa-BrazenTeresa Brazen is a leadership coach with over 15 years of experience helping leaders thrive. With a background in human-centered design, Teresa has worked with organizations like NASA, Cisco, and Clorox to help their teams work smarter, lead with purpose, and innovate.

As the driving force behind the global expansion of Cooper Professional Education, she expanded its reach into ten countries, establishing it as a leader in design and creative leadership training.

Through her unique Inspirational Leadership model, Teresa helps leaders break through challenges, tap into their personal strengths, and cultivate a leadership style that’s authentic and powerful.

She uses a combination of one-on-one coaching, workshops, and team development programs to empower leaders to make brave, impactful decisions that reshape their organizations for the better and drive lasting change.

Teresa believes that leadership is about more than just strategy—it’s about leading with courage, clarity, and an unwavering commitment to personal growth. Her mission is to inspire leaders to not only achieve their goals but to become the kind of leader others want to follow—one who lifts their team, amplifies their impact, and creates work cultures that truly thrive. Teresa-Brazen-logo

Teresa’s bold, action-oriented approach is perfect for leaders who are ready to take risks, challenge the status quo, and make a real difference in their organizations and beyond.

Connect with Teresa on LinkedIn.

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.

Stone Payton: Welcome to the High Velocity Radio show, where we celebrate top performers producing better results in less time. Stone Payton here with you this afternoon. You guys are in for a real treat. Please join me in welcoming to the broadcast with Brazen Leadership Development. Teresa Brazen, how are you?

Teresa Brazen: I’m good. Thank you so much for having me. I’m glad to be here.

Stone Payton: Oh, I have so been looking forward to this on air conversation. And I think maybe a great place to start is if you could share with me in our listeners mission. Purpose, what is it that you are really out there trying to do for folks? Teresa.

Teresa Brazen: Um, I love this question. Um, so here’s the thing. Businesses are designed generally not to care about people. They’re designed to make money. Right at the end of the day, that’s that’s their ultimate goal. And that is why I think we need good people who care about people to run companies. And I want to see a world where caring leadership is the standard. It’s not the exception. And where that kind of leadership drives both healthy team culture, where people thrive and financial success. And the research shows those two things work in tandem. So it’s not rocket science. But what I’m seeing in the world is a lot of very transactional leadership that’s very self-referential and not necessarily the kind that I think is in service of the greater good of human beings. So the work that I do is all about helping leaders who care about people become the kind of leader that other people want to follow. You know that type of leader that you may have worked with at some point in your life that lifts people up, lifts their team up, amplifies their impact, and creates work cultures where people are really thriving and excited to come to work and doing excellent work. So that’s that’s the big picture. But that that might sound easy. There are a lot of great leaders out there who have really good intent, but they’re struggling. And, you know, some of the things I often see are, you know, leaders who are running on empty, they’re putting out fires all the time rather than being able to think strategically, or they have a team that isn’t really acting with agency and they’re not really taking ownership of results, or they’re not producing really innovative work. They’re just sort of doing the same old, same old, or they’re struggling with cross-functional relationships in very siloed environments where they have to partner with people across lines to get their work done. But that’s really hard. And so, you know, I help people work through those challenges so that they can be more effective leaders and get more of this kind of, um, people based, inspirational approach to leadership out into businesses more.

Stone Payton: So what brought you to the profession? What’s your backstory?

Teresa Brazen: Yeah. So I, um, I actually started out both in the nonprofit world and as a visual artist long ago, and I then I moved into the world of design. And, and I bring up my past experience because, um, the two things that inspired me early, early on were, you know, in the nonprofit world, it’s all about it is about helping people, right? And in the art world, it’s about creativity. So when I moved into design, it was a little of both. Right. Um, there’s a particular kind of design that I used to work in called human centered design. And it’s about making products and services that really support people and help them to achieve their goals in delightful and useful ways. So that field sort of brought together those two loves. And then I ended up, um, moving into professional development. I did a lot of teaching creative leaders how to be more effective leaders. And I ultimately the thing that I loved about my work then I was running a team. I scaled that team globally is, you know, helping people, um, grow and helping people have those like one of my favorite moments, for example, if I was teaching a class about leadership is these aha moments that I could see in people’s eyes, you know, that click where they’re like, oh my gosh, I’ve been thinking about this in a way that isn’t serving me. I should totally try this other way of leading. And then they go out and practice it. So I don’t know if I answered that very well.

Stone Payton: Well you did. I’m also curious about the transition from doing that kind of work and jumping into this profession. Not only the work itself, which I definitely want to dive into here in a moment, but also like the business side of it, like just getting the clients and, you know, and running a your own business like that. Mhm.

Teresa Brazen: Yeah. Yeah. I um, I call myself an unexpected entrepreneur because I actually got into building my own coaching practice, which I’ve had for um, I think going on five years now. Um, actually it started early in the pandemic. So I was running a learning and development, um, line of business, and I was teaching people how to lead. And I ran a team that did that. And, um, we were shut down very, very early on because all of our classes were in person. And it was a very jarring moment because, you know, I had an amazing team and we were very mission driven. Everybody was really committed to helping people become better leaders. Um, so it was hard when that transition happened. But, you know, I did what people do when facing the unexpected, and I just recalibrated and I thought about what I’d like to do and what did I love most about my work. And I ended up deciding to get certified in coaching with the International Coaching Federation. Um, and people were asking me to coach and to facilitate workshops, and my business sort of unfolded. Um, and, and there was a certain point where I looked around and I was like, oh my gosh, I am a business owner. And not only that, I’m an entrepreneur. Um, and so I’ve been, you know, I think one of the things I really enjoy about my work is that one, I get to see the impact of my work very directly in real time, which not everybody gets to do in their work. Um, so I see teams do things differently because of the conversations and the work that we the conversations we have in the work we do together or individuals. Um, but also I’m very stimulated by the business side, um, like learning. To me, it’s very creative as well. And it’s really challenging. It’s very intellectually stimulating, um, challenging and stimulating too. So I’m learning all the time which any good job, you know, is a job where you’re learning constantly.

Stone Payton: So you mentioned being formally credentialed going through this certification process. So it sounds like you’ve had the benefit of of that. And likely, I suspect, the benefit of one or more mentors to kind of help you navigate this, this terrain over the last five years.

Teresa Brazen: Yeah, yeah, I’ve had I mean most coaches have coaches, so I’ve definitely had coaches that have helped me with my own coaching practice and also with like building a business. Um, and, and I will also say to some degree was doing some of this work because I ran a team before. Right. And, and, um, and I had learned a lot about how to lead and, um, not necessarily. Well, even the business side, when I was in, in my prior job, I was running a line of business and I scaled it globally to ten countries. So I had to figure out, not by myself, obviously, with a team of people, but we had to figure out together, um, how to help offices and ten other countries, um, sell training, sell leadership development. Um, and we had to teach them how to teach. They didn’t teach and they didn’t sell teaching. So, um, so I learned some there too.

Stone Payton: So let’s talk about the work. And one of the things that kind of brought you into our circle and put you on our radar, and one of the main reasons I wanted to have this on air conversation is to learn more about this inspirational leadership model. Can you speak to that some?

Teresa Brazen: Yeah, yeah. So this is a leadership model that I developed to help leaders elevate their mindset and their behaviors and skills so that they can inspire really exceptional work. And those, you know, that that thriving workplace culture that I was talking about earlier. So it really emphasizes leading from within and acting as a catalyst for the growth of your team and the people around you. So it’s um, it’s a compass, inspirational leadership compass. And it’s intentionally that because, um, there, you know, the, the ways in which you need to flex your leadership vary. They vary by person. Like what you know, Stone, what you’re strong in might be different than what I’m strong in. And where you need to work might be different than where I need to work, right? Um, and also, it’s, you know, the ways in which you need to flex your leadership varies by environment, too. And what’s happening. Right? So, you know, I’m talking I have a client right now who is, um, about to have to lay a bunch of people off. And so, you know, in that case, he’s thinking a lot about what kind of leader he wants to be through that process. Um, how to do that in a humane and a humane way? Um, but, you know, someone else might be, um, let’s say, you know, they, they just their team just doubled in size. They inherited a new a team from another part of the business. And so they’re having to step into leadership in a different way. And the things that they have to work on are different in those different contexts.

Teresa Brazen: So, um, I just say that, you know, to, to say that it’s Intentionally, um, not linear. It’s supposed to be like a compass. Adapted to context. So there’s five pieces of it. There are. And I think of these as. Where they are, there are five components of what can help someone to become a more. Inspirational leader. So one piece is purpose. Um, and that’s about clarifying and leveraging. Both a personal and an organizational purpose to guide decisions and to inspire commitment. Um, another piece is energy management, which is about prioritizing self-care and. Promoting healthy team dynamics to sustain high performance without burnout. Um, there are a lot of leaders that I interact with at. One of the first things we figure out is like, oh, we got to work on energy management because you can’t even do the work of coaching and evolve your leadership if you don’t. You have no energy left in your battery. Um, influence is another piece, and that’s about, you know, learning how to more effectively navigate organizational dynamics, um, how to, to do strategic relationship building, how to be a persuasive communicator. Um, innovation is another piece. So that’s really around cultivating a culture where creativity and innovation just naturally flourish. Um, and then the last piece is unleash, and that is empowering other people and unleashing their potential and their their leadership abilities because, you know, the sum is greater than the parts. If you can unleash the leadership potential within your whole team, you’re all going to get a lot further. So that’s high level. Those are that’s what it’s about.

Stone Payton: And the mechanism for the work is that one on one, is it group facilitation speaking or maybe a little bit of all that.

Teresa Brazen: Yeah, yeah yeah, yeah. Um, it’s one on one coaching. Well, it depends. So very tailored. Um, I use it in my one on one coaching, for example. Um, and we might identify different areas to work on in coaching, but when I’m working with a team, for example, um, it might be so one on one coaching, uh, workshops around each of those areas. I have longer like a inspirational leadership program for leadership teams that’s, you know, over a much more extended period of time where we go deep on all those things. And the the big thing I would say about how I approach all of this is I am very much, um, an advocate for experimentation. Um, I, I want people to try things and try things that are uncomfortable but not have the pressure of getting it right. Wow. So a lot of, a lot of the work that I do is around helping people figure out what are or working with teams, individual or teams. Um, what are, you know, micro experiments that they can conduct to practice new skills or a new mindset or a new behavior? Um, in new ways. So even as as I’ll give you an example, um, one of my clients, um, is a product leader and has, uh, got some poor performance reviews.

Teresa Brazen: Um, but is has really great intention, wants to be a really great leader and manages a team. And one of the things that we realized thinking about influence and the way that he was influencing the behavior within his own team and with his partners, is that he was leading in a very directive way. So when we would have conversations, um, he usually began with what he needed or wanted or his perspective. And so he made one small shift, which was to focus on every meeting that he went to, whether it was a direct report or another partner or leader, is to remind himself before he went in to, um, lead with curiosity. And rather than beginning with what he wanted or needed or his perspective, he began with questions. And so he’d ask more to understand more about their perspective and what they needed as a starting point. And immediately his relationship started changing. And that’s that’s a very accessible kind of experiment. Do you see what I’m talking about?

Stone Payton: I do. And it strikes me as an incredibly powerful shift that probably had some tremendous impact very quickly. What I’m trying to envision is both in a group environment and individually. You must have to create a level of trust well beyond what a radio host has to.

Teresa Brazen: Yeah, well, you do a good job of it too. Yeah, absolutely. Yeah. I mean, people need to know that I or anybody else that I bring in that’s, um, doing this work with me that we will one know what we’re doing? Do you mean trust in in me, or do you mean in as in in themselves or within a team? What? Actually, let me clarify that for me.

Stone Payton: Yeah. Well, I think maybe. Yes, across the board. Like I’m envisioning me as a participant. Right. So I’ve got to trust the room of people. I’ve got to trust the environment that you’ve created so that I really can try on some of these, uh, these new behaviors and approaches in a truly safe environment. I’ve got to trust you then. But, you know, maybe I gotta trust myself, too, to open up a little bit and take the mask off for a little while.

Teresa Brazen: Yeah. You know, it’s funny, I was just writing a a LinkedIn post today about, um, acting before you feel the way you want to feel. So let’s see if I can make this make sense. So, um, the reason I like experiments and micro experiments is it forces people to try something, even if they don’t feel like they’re ready for it. Mhm. So on one hand yes there is. You have to build trust. But also if you wait to feel like you trust yourself, for example, you’ll never do the thing that you’re afraid to do.

Stone Payton: Mhm.

Teresa Brazen: Right. So there’s, there’s a little of both. Like I obviously have to build trust with my clients. Right. And they need to know both that I know what I’m doing, but also that I care about them, that I really am in it for their wellbeing. Well-being. I’m not just trying to, like, sell a program. Right? Um, I, I also need to help them, um, build more trust in themselves. But what I know is that you build more trust and confidence in yourself through action, because it starts to teach your brain that something’s different. So whatever patterns you have, like narratives you have going on in your mind around like that, you can’t do something, let’s say, like, you think you’re not a good public speaker. And so you, like, shy away from doing presentations. Um, the best way through that is to actually start doing it and know that you’re going to be uncomfortable for a while until you start building new patterns in your own brain. And over time, if you practice uncomfortable things enough, you become more comfortable with them and they become a part of who you are. A great example is I was terrified to teach. I got into teaching and for the first I was teaching people who were CEOs, um, VP’s, you know, like very high level folks in these leadership classes and, and and they, um, they had more experience than I did. Terrifying. I mean, imagine that, right? Like, I’m going to teach these people something about leadership. Um, and for the first six months of that job, I, I mean, honestly, I just felt like ill all the time. And I remember thinking at a certain point, I don’t think this is the right job for me. Like, I can’t imagine feeling this terrified all the time. Like, this isn’t sustainable. But around six months, I had done it enough that my internal internal feelings about it changed. And now I’m super comfortable. Like, I mean, it’s not like I never get nervous, but in general, I’m I’m very comfortable in that space. Um, and it was the action that got me there.

Stone Payton: So what have you discovered? That is the art and science or approach or discipline or rigor, whatever it is that, um, that allows the change to or gives the change a reasonable chance at really sticking. You know, you have this great two day experience or this great one on one session. Yeah.

Teresa Brazen: Yeah. Yeah. Um, well, I feel like I’m going to repeat myself a little bit, but I’ll give you an example. So it’s, um, repeated action. Mhm. I mean, at the end of the day that really is what it is, is you have to you usually don’t get it right the first time or the second time. Right. And, and the other piece I would say is reflection. Um, I’m a, I mean, the way that you in learning and development, like what we know is that the moment of learning and insight actually happens in reflection. It’s not even just the action. You have to reflect on the action. So in coaching, um, you know, I’m often creating a space for individuals or teams to reflect on what did we just learn from the thing we tried? And then how does that change or does it change? Um, that action moving forward? Should we iterate on what we were trying out? So, you know, for example, I go back to the manager who was trying to, um, act with curiosity. Right. Um, maybe the first few times I’m making this up because I don’t know exactly. But, you know, maybe the first few times he had conversations, people looked at him like he was weird because it was a totally different way of being. Right. Um, and, you know, maybe we talk about that, and then and then in reflection, he realizes there are some modifications he could make to the way he’s opening up those conversations. And so he tries a modified version of it. Do you follow?

Speaker4: I do.

Teresa Brazen: Um. Oh, gosh. There was something I was going to say. What was your question again?

Stone Payton: Well, I was just asking about driving that lasting change and having it go well beyond the fervor of, you know, the afternoon of day two, which is awesome, you know, or whatever. Yeah.

Teresa Brazen: Yeah, yeah. Okay, I got it. Um, the other thing I would say is so it’s repeated action, it’s reflection, and it’s time. I love doing workshops. They’re so fun. And you can really get deep with people and they can have big aha moments. But you know, and I know that there is a high likelihood that everybody is going to go right back to business as usual.

Speaker4: Yeah.

Teresa Brazen: So when I, um, work with clients and they want me to do a workshop, I, I always try to convince them to let me do at least one, hopefully a few more follow up sessions that are they can be very short, you know, they can be like two hours and they can be remote. But, um, they are basically accountability, reflection and iteration sessions. So I bring them back together and we talk about what did you try, what worked and what didn’t work. What did you learn and what will you do moving forward? And if we can do multiple of those, it keeps people coming back to the work. So, um, yeah, that would be another piece.

Stone Payton: Well, that makes all the sense in the world. I’m so glad I asked.

Teresa Brazen: Yeah. It’s also why my, my preference is to, to do programs with, with teams over time or in the case of coaching, like I don’t do one off coaching, I don’t do just a session. Right. Um, I do multiple sessions over time.

Stone Payton: So what are some signs to look for or some things that might be happening in my personal or professional life that as an individual, I should be thinking, hey, maybe I should engage a coach or as a leader looking around the organization. You know, maybe we should bring someone in here to work with our group. Are there some things we should be looking for? That tell us? Yeah, maybe something we should consider.

Teresa Brazen: Yeah. So, um, that’s a good. And I’ll think about I’ll talk about this through two lenses. So for an individual, you know, some common signs that a coach could be helpful would be you don’t have time to think you are. You’re totally caught up in busy work. You don’t have space to think strategically or in a zoomed out way about what you should do next, either career wise or even just at work. Um, or you’re burnt out. That’s a big sign that you need to pause and recalibrate. Um, it can be things as like you’re flying off the handle a lot at work. Um, you’re, you know, snapping at people and regretting it after. And it’s becoming a pattern. So there’s something going on. Um, maybe you feel stuck in your career. It feels misaligned, but you’re frozen by the idea of actually trying to act on it. Or similarly, you have a big a big goal like, um, you want to move up to an executive position or you want to start your own business, you know, like it could be anything but something that feels daunting, um, is a great time to bring in a coach. Um, other things would be imposter syndrome. So, you know, you feel like a fraud, and it’s holding you back from taking the next step in your career. Um, or you’re having challenging relationships, especially, you know, I work a lot with leaders on their cross-functional partnerships.

Teresa Brazen: Um, and for a team, you know, I would say the big thing I often work with teams on is actually helping them to become a team. Um, and what I mean by that is many times, and I’ve experienced this myself. I’ve been on a leadership team. Great people. We all got along, but we weren’t a team. We were individuals responsible for our own parts of the business, and we didn’t have any real shared goals. Um, and we didn’t lean on each other for support. We just when we got together, it was basically status updates, right? Here’s what’s going on with my part of the business. Here’s what’s going on with yours. Um, so if you have a team that feels like that, um, that’s that can be a good time to bring in a coach to or a new team is forming. I’ve been doing a lot of work with, uh, teams that are that are just being gelled together and helping them come up with operating principles, which are, uh, just basically some agreements around, um, what what kind of team they want to be together and how they’ll show up for each other and how they will make decisions and act together so that they can be really intentional about the culture they they build between each other.

Stone Payton: Yeah. So how do you pick the right coach? I mean, I don’t even feel like I would know what questions to ask. Like, if I were talking to 2 or 3, like, what kind of questions I would. Yeah. Any insight on that?

Teresa Brazen: Well, the biggest thing I would say is chemistry. I mean, it’s it’s deep and personal work, even on a team level. Um, and you, you want to work with someone that you feel a connection with? Um, partly because of what you brought up earlier, which is trust. You need to build trust with this person, right? Yeah. You know, I would say giving coaching is a really there’s there’s a whole landscape of coaches, right? And coaching actually kind of means different things to different people. Given that it’s a, it’s such a, I would say inconsistent industry. Um, you know, if you’ve never found a coach before, I would recommend looking for somebody that has some kind of certification in the International Coaching Federation is a good one. They’re like the governing body of coaches, and it all it does is help you feel calm or actually not just helps you feel confident. You can be confident that that person has gone through training specifically to learn how to coach. They’ve been observed, they’ve been given feedback, they’ve worked with people for a decent amount of hours where they have enough practice under their belt. You know, that’s not to say that someone who’s not certified is not necessarily great because they are. It’s just certification can be a way to help you narrow the pool to to people that have, um, have some training in it. Um, I’m trying to think of what else. And then I think the other thing is like, does their approach resonate with you? So I described to you my approach is very experimentation forward. If that resonates, then we might be a great pair. If that isn’t something that naturally appeals to you, then my approach might not be the right fit for you. And then lastly, if you know there’s a certain area that you want to work on, you know, like let’s say it’s, um, leadership development specifically, then you probably want to work with somebody who works with people on leadership development, right? Um, or if you want to do career change, you may be able to find a coach that has experience with that.

Stone Payton: So really, this chemistry thing, I mean, you may be talking to a very competent, well accomplished practitioner, but if the chemistry’s not right, I mean that really, because it goes back to the trust thing we were talking about the whole bit. Right?

Teresa Brazen: Yeah. Yeah. It’s a partnership. That’s what coaching is. It’s a partnership. It’s you and I are deciding together that we are we’re going to roll our sleeves up and we’re going to help you get to a goal that is really important to you, and you’ve got to be able to lean into that person. And yeah, chemistry is is one very telling way to know whether you could roll your sleeves up with them.

Stone Payton: I’m going to switch gears on you here for a moment, if I might, and ask. Hobbies, interests, pursuits, passions outside the scope of of your professional work. Anything you nerd out about?

Teresa Brazen: Yes. Um. I have recently been taking ballroom dancing classes. Um, specifically Latin dancing. I, I love salsa dancing, but I’ve never until recently, you know, taken classes from a ballroom teacher. Um, so that’s been super fun. And then I love I love outdoors exercise. I love being in the outdoors. I love hiking, um, nature travel. I I’m a travel geek.

Stone Payton: Me too. I, I haven’t picked up salsa dancing, but I certainly like to travel. I did buy dancing lessons one time, and then we never went. That didn’t get me a lot of points.

Teresa Brazen: Uh, you can learn. You can learn. Stone. You know, the reason I got interested in it is I went to a ballroom dancing competition, and I was amazed that there was every age range. There were literally people in their 90s competing. I’m not kidding. And and I was like, and there were kids and there was every age in between. And I was like, oh my gosh, I didn’t. In my mind, it was going to be, you know, like 20 something people that were amazing and they were all good in their own way. But I was just like, oh my God, I would love to learn something that I can do, you know, basically until I can’t move anymore.

Stone Payton: So, well, it goes back to your experiential and experimental nature.

Teresa Brazen: Yeah, yeah, yeah.

Stone Payton: Hey, listen, before we wrap, you know, the tagline of the show is producing better results in less time. Let’s, uh, if we could, I’d love to leave the listeners with a pro tip.

Teresa Brazen: Yeah. So better results in less time. Um, one thing that can help you get better results in less time at work is being more intentional about your relationships with partners, and a technique for doing that is to create something that’s called a persona. In the design world, it’s basically a summary of what are the goals, motivations, behaviors, pain points, and challenges that this type of person faces. Um, so a lot of times with my clients, I have them identify who are a few key partners that they need to build better relationships with and for, you know, a week they will observe them. They might have a conversation with them to learn more about some of those things I just talked about and the exercise of doing that. So it takes a minute to do that, right? To be intentional about like, okay, what unpacked? What do I know about them, and what more do I need to know about them to understand what makes them tick as a person? But it’s sort of the slow down to speed up thing if you invest a little bit of time to do that. It enables you to be much more effective in the way that you communicate and engage with that person, and that ultimately speeds up everything that happens later, because so much of work is really just about relationships.

Stone Payton: It really is. And what marvelous advice. If our listeners would like to continue to tap into your work, reach out, maybe have a more comprehensive conversation with you. What’s the best way for them to do that?

Teresa Brazen: Um, they can reach out. I have a website. Uh, Theresa. Brazen. Com which soon will be brazen leadership development. Com. Um, and they also can email me at Theresa. Theresa brazen.com and I’m on LinkedIn. I’m very active on LinkedIn. I share lots of leadership tips there. So if that’s something you’re interested in, you can get a little taste four times a week. And there’s also some tools on my on my website that you know, are relate to some of the topics that we’ve talked about that are free and you can download. So some resources that they could check out.

Stone Payton: Theresa, this has been an inspiring and invigorating conversation. I have thoroughly enjoyed the visit. You’re clearly doing important work. Keep up the good work and thank you so much for joining us.

Teresa Brazen: You are welcome. Thank you. Stone, it’s really nice to be here with you.

Stone Payton: Absolutely. My pleasure. All right. Until next time. This is Stone Payton for our guest today, Theresa Brazen with brazen leadership development and everyone here at the Business RadioX family saying we’ll see you in the fast lane.

 

Tagged With: Brazen Leadership Development

Mike and Adie Walls with Caring Senior Service

March 4, 2025 by angishields

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Denver Business Radio
Mike and Adie Walls with Caring Senior Service
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RAWMikeandAdieColorMike and Adie Walls’ journey as franchise owners began in 2009 when Mike joined Caring Senior Service as a Franchise Development Manager. His primary role was to sell franchises.

At the time, his wife, Adie, was a stay-at-home mom, and she accompanied him to conferences and events, where she met the leadership team and learned more about the franchise system. She became increasingly invested in Caring Senior Service’s mission, which eventually led to their decision to become franchise owners in 2014.

Their motivation was personal. Inspired by Adie’s grandfather’s battle with Alzheimer’s disease, Mike and Adie moved back to her hometown of Lake Jackson, Texas, to open their Caring Senior Service location. Their goal was not only to provide care for her grandfather but also to serve the local community.

As the face of the company, in 2018, Adie was honored as Franchisee of the Year, a testament to her exceptional contributions to the franchise and her dedication to providing excellent care and service.

Connect with Mike on LinkedIn.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Coming to you live from the Business RadioX studio. It’s Franchise Marketing Radio. Ready to revolutionize your franchise with AI? Franchise now empowers franchises with advanced AI solutions, automatic processes, and enhanced marketing strategies. From personalized customer interactions to predictive analytics, we help you harness AI to drive growth and efficiency. Transform your franchise with the power of AI. Visit Franchise Now to learn more and take your business into the future. Now here’s your host.

Rob Gandley: Hey everybody, welcome back to Franchise Marketing Radio. I’m your host, Rob Gandley, and we are the podcast that spotlights brands, innovators and leaders driving success in the franchise industry, and we have a truly inspiring story today that blends business purpose and personal passion. Joining us today are Mike and Addie Walls, franchise owners of Caring Senior Service in Lake Jackson, Texas. Their mission is to provide compassionate care for seniors, and it’s inspired by 80s grandfather’s battle with Alzheimer’s. So really interested in in learning more about that. But along the way, they’ve built a thriving business and even earned the prestigious. And it is prestigious. I’m very involved with these awards. Franchisee of the year award. There can only be one. So that’s pretty amazing. And so we’re excited to hear their insights on franchising, marketing and making a difference in the lives of seniors and families. Welcome to the show, Mike and Addie.

Mike Walls: Thank you very much. We’re really excited to be here. Rob, thanks so much for having us.

Rob Gandley: Yeah, you got it. You got it. So it’s one of my favorite questions. I love to tee it up. Tell me, how did you arrive at being a business owner? And I know that you were in franchise development, which obviously you’re very involved with the idea of business ownership and sharing that, that with someone else. Then you flip sides. So tell me a little bit about how that happened and your journey to becoming a team here, a husband and wife team to build this business.

Mike Walls: Yeah. So, uh, it’s an interesting journey to get here. That’s to be sure. Um, I had dabbled with, uh, being a business owner in the past, and, um, in the kind of 2008, 2009, uh, bubble burst, you know, that occurred, um, my business at the time didn’t fare very well. So, uh, I was unemployed. I was looking for a job. Um, and luckily, I came to know Caring Senior Service. I had never done anything in franchising before. They were looking to really expand their franchise growth. And so we we both kind of took a chance on each other, you know. And and and that’s how I got into franchise development in, in late 2009. Um, from there, I think we, you know, over the next, uh, 3 or 4 years, uh, expanded by about 50 or 60 units. Um, and what was interesting was along the way, of course, um, in franchise development, you talk with people at all hours of the day. You know, I live in Texas. So if I’m speaking with somebody in California, there’s a two hour time change. Or if they’re on the East Coast, there’s a one hour, you know, and so it might be after dinner or something like that, 80s listening to me on the cell phone, you know, going over the the spiel of what the Kerry senior franchise opportunity is all about. Um, but at some of the conferences and things, she would start to attend with me and got to know many of the existing franchise owners and some of the new franchise owners that I had helped bring on board and I think started to, you know, feel kind of called to this. Um, and, and it was I kind of like maybe for her to, to jump in and give her side here. But. Yeah, but many of our franchise owners, uh, would talk with her and say, you know, you would be perfect for this. You really need to get into this.

Addie Walls: That’s what they said. Um, my my youngest was starting kindergarten, so I was looking at, you know, going back to work and, um, as more people said, yes, you should think about this. Um, we looked in our own family. Um, my my grandfather, like you said, was diagnosed with Alzheimer’s in 2010. So, um, you know, we were dealing with that for a couple of years, and finally we decided that, yes, um, we needed to, to do this. Um, and that would help me to take care of my grandfather, um, and my grandmother I was very close to. Them, um, I, you know, I, I’m the first grandchild, but I consider myself the fourth kid. Um, because I was stepping in and doing a lot of things that, you know, typically the. Daughter does. So, um, caring senior service just helped us to be able to, to do that. So. Yeah. Um, so.

Rob Gandley: So how do you think just just kind of made me think of this, but how do you think. That that affected how you guys approached this business, how you approached how you built it. How you now manage it? I know that never leaves you that experience. So. So how how do you think? That influenced the way you run this business?

Addie Walls: I feel like it, it it gave us, I mean, the ultimate purpose because, you know, I was taking care of my grandparents and then sharing with others how I was taking care of my grandparents. Um, it was very personal because, you know, I did it on the on a daily basis. I got to see it. But I also, you know, learned from my other clients. Um, you know, different things and, and took those things that I’ve learned to, to help care for them. So, you know, it just kind of was all intertwined. But, you know, the main focus being, um, you know, I want to treat people like I want others to treat my grandparents and how, you know, I would I would care for them.

Rob Gandley: Oh, you just said my favorite thing, the golden rule.

Rob Gandley: I love the golden rule.

Rob Gandley: I wish everybody followed the golden rule.

Addie Walls: Yeah, it would be a lot better.

Rob Gandley: Yeah, it’s a little less work. It’s a little less effort. Um, yeah.

Rob Gandley: Cool. Well, that’s amazing, I, I love the industry. I am in that age range where I have my mom and my dad did pass away at 82, but I was very happy he had that life. And, um, my mom’s 86 and doing pretty good. Uh, but definitely because of my, uh, relationship with the industry and with some of the brands that do such an amazing work, like you guys. Um, I was able to get some some guidance and experience how that makes the other person feel like the family. And I’ll tell you, it was a 15 minute consultation that really gave me peace of mind. We like using the phrase peace of mind a lot, uh, in a lot of marketing that we do. Uh, because it’s so true. Oh my goodness. It was. And I would just encourage anyone listening, you know, make sure you, you speak about it, uh, reach out because it makes you feel better when you understand what to do. Uh, when you’re dealing with parents, it really is a it’s a weird shift when you start having to take care of your parents, right? After all those years of them being your parents. And so, anyway, I had a great experience and felt really good, uh, in that. So so let me ask you, uh, maybe pivot over here to Mike. Um, so you were doing, uh, franchise development, Right. And you and I know that that is for anyone listening. That is the side where you’re helping share the opportunity with others that are thinking, yes, I’d like to start a business and not sure where they want to start it, but this is a great industry and so they wind up talking to Mike and Mike. You helped grow that business. The same brand you’re a part of, you helped grow that. So doing that role for so many years and then coming over and becoming a franchisee. Tell me, were there any were there any adjustments, were there any challenges, any any notable things that you said? Oh my goodness, I didn’t realize.

Mike Walls: Yeah. I mean, yeah, I mean and that’s what’s what’s pretty funny is I think a lot of people thought, well, you were already involved, you know, at the franchisor level. And, you know, on the franchise development side, you know, this should be a cakewalk. And it’s like, I could talk about the business a lot, you know, and and I even thought I understood it. And wow, being on this side of the table, you know, and and working as a franchisee and an operator was, uh, yeah, there was a lot of eye opening experiences along the way. Luckily, um, my transition was helped so much by A.T. as as we launched our franchise, I was still working in dev, and so she was, you know, the the operational side of our franchise. So we worked in the same office. But I, we were filling very different roles. I was very little involved in the franchise at the time other than, um, a sounding board or sometimes a punching bag, maybe for A.T., uh, at times. But, um, it, it slowly, you know, developed where as our franchise grew rapidly. Um, I needed to to to to pivot and move into, you know, full time working in the franchise. And I remember that conversation I had to have with our CEO basically saying, you know, I’m I’m going to have to quit. You know, I’m going to have to leave the franchise or because my business, my wife, my family, you know, they need me. And, um, and I was really enjoying it, too, you know, which which was which was wonderful. And, you know, not only do we have the opportunity to care for our own family members, um, but getting into that side of the business and no longer just talking about it like I had done previously, I found to be, um, extremely rewarding, uh, both personally and financially. You know, if I’m being honest. So, um, it was it was fantastic. But yeah, the the number, the number one question we get asked is how on earth are you able to work with your spouse.

Rob Gandley: That’s a that is a testament to your relationship because it’s an I agree I understand what you’re saying. It’s another level, another dimension. But it’s awesome.

Mike Walls: Yeah. And you know, for us, I mean, working with each other. This is the first time we’d worked, you know, together like this and, um. Yeah, that that is the most challenging part because we don’t get a break from each other anymore. Right. And so it blurs the lines between where does business end and where does, you know our life as a, as husband and wife and a family, you know, and it kind of all intertwines. And I mean, yeah, there’s our kids can tell you, you know, there’s been conversations 11:00 at night. You know, we’re heated about something about the business. And they’re like, guys, can we, you know, please stop talking about business for a change? Um, that’s been the most challenging aspect is not as business partners not being, you know, business business all the time, taking time to step back from the business, be husband and wife, be mom and dad, you know, and do those types of things.

Rob Gandley: Yeah. Yeah. Well and that as I said, you’re doing a family business though too, which I think is probably edifying on some level still challenging to run a business together, but I’m sure you enjoy a lot of the moments together that that where you’re impacting families, because being married in a family is all about, you know, you want your family to be healthy, but you know, you feel the community around you and the friends and, you know, and so you want them to feel that too. And so you’re doing that good work must be a good thing for your relationship. But I don’t know, it’s still work. Um, but so tell me about your community, though. Tell me about the area you’re in and how did you how did you go about building the relationships and what kind of marketing and, and what is the approach to kind of getting started maybe in that early period. And then now as you’re more mature, like, what does that look like? Who do you work with and how do you get the word out? Because I know awareness is certainly a factor. People don’t just automatically think of you, or maybe they kind of do a little. But the reality is not a lot of people realize what the options are when they experience family challenges like this. So how do you get out there and get the word out?

Mike Walls: Yeah. You know when when when we we moved back home to our hometown where we grew up to do this. We had been gone for around 15 years, but but we grew up in the area where we started our franchise and where our family was, and we really thought that it would be a cakewalk. Oh, we’re going home. We know everybody. You know this will be no problem. And boy, were we wrong. You know, um, and I think you you alluded to this just a second ago. This isn’t something that, uh, people normally think of. You know, we make decisions, um, about where we’re going to have lunch on a daily basis or where am I going to get my car washed, or where which vehicle am I going to purchase? Even making a house purchase. We make these decisions multiple times over our lives. Oftentimes, the decision to take care of a loved one, um, in the long term, an elderly loved 1st May be Maybe a decision you only make once. Um, and so to get in front of those people when they’re ready to make those decisions is, is quite challenging. And, um, luckily, working for the franchisor, um, this was one of the most common questions we would get by people investigating our brand is, you know, how do we generate the business, right? How do we get the name recognition? How do we market and get that information out there? So I’ll, uh, I’ll let Adi talk a little bit more about that, because, again, I’m still working in dev at the time. Right. So she’s the one who’s pounding the pavement.

Rob Gandley: Yeah. Got it.

Addie Walls: It was. It was really cool moving back home and, you know, knowing some people, um, this was a small town, um, created for Dow Chemical, you know, 50, well, 70 years ago now. Um, and so, you know, it was very small and it grew from that. But some of the original family members, um, you know, or families that were here, I was then dealing with, you know, my grandparents, friends, um, people that we went to church with, people that I had known, you know, through church forever and, um, you know, so so it was we still had that kind of kind of close, um, six degrees of separation or something like that. Where.

Addie Walls: I could tell, you know, if I didn’t know, you know, the the son or daughter I knew, the grandparents or I, you know, they knew my aunt and uncle or his aunt and uncle or, you know, something like that. So, I mean, that that makes it, you know, really interesting. Um, and, you know, and that, you know, helps helps make you feel like, okay, hey, I know you and I’m going to take care of you, you know, like, I take care of my grandparents, you know, it just.

Addie Walls: You know, kind of, um, you know, just your family. Okay? We’re going to, you know, care for you that way. So, um, we we did have to go out and and talk with the healthcare community and, and, you know, because that’s where you find those people that are, um, make need to make those decisions right away. So, um, we did go out and visit with them. But, um.

Mike Walls: I mean, primarily, you know, talking about these, these people that we knew or maybe really didn’t know, but they knew our family members and whatnot. It seemed like we made those connections after the fact. Those weren’t the driving force of how they came to know us. So the interesting part in this type of business is, again, it’s not something we think about on a regular basis. So it’s really, um, usually in times of crisis where a family member starts thinking about, you know, needing this type of care, which caring senior service provides non-medical in-home care. Um, so caregivers that come into the homes of our clients and help them with what we call activities of daily living. Um, everything from light housekeeping, cooking of meals, maybe running errands, picking up medications to. The more hands on personal care assistance with dressing. Grooming, bathing. Ambulation. Getting around their environment. Um, and so normally what we found is. An incident occurs, an illness, um, a fall, an injury, something like that. That maybe put. Put a loved one in the hospital. Um, and now things have changed significantly for them. And they maybe are not able to, uh, live as independently as they could previously. So how do you catch those people in that moment is what we’re always trying to understand. And so we reach out to the people who are interacting with those patients in that moment. Hospitals, um, home health care companies, which might be providing skilled services in the home, um, rehab facilities that will be discharging patients home. Um, and it’s it’s old school face to face, you know, it’s it’s getting in front of him. Um, luckily, we’re able to have a little bit of a unique story, you know, that we can share with them, which, um, catches ears a little bit easier, I hope. Um, but that’s that’s how. That’s how we drive the marketing and and and get that name recognition. And then we are in a fairly small town. So, um, the word of mouth, by providing superior service, um, you know, takes it from there and is invaluable.

Rob Gandley: Yeah. I, I can tell you, I, I would guess your, your reviews are, are amazing. Uh, because, um, you know, in this business, there’s such a heartfelt thank you that occurs when that is a mom and dads are good. They’re good. She’s covered. You know what I mean? It’s like you finally figured it out. It’s, uh, it’s a good feeling, but that. Yeah, that word of mouth and that that experience just kind of naturally carries. Right? So that’s your your marketing is your product. Your marketing is your service. Right. Doing the good right.

Rob Gandley: Doing the good work and it amplifies the good work. So that’s amazing. I love businesses that work that way, just like we just do what we do and then it just grows.

Rob Gandley: I mean if it’s really good, that’s what happens, right?

Mike Walls: Yeah, yeah. I mean, you have to be excellent, right? You have to you have to be excellent in everything you do. But, uh, but when you, when the reward, you know, when you get to help, you know, not to besmirch any other business out there, but we’re not selling widgets, you know? Yeah. Uh, yeah. It’s a very intimate line of work that we’re in with a very vulnerable population. And, um, to, to do that, we’re we’re blessed and humbled every day.

Rob Gandley: I love what you just said. Uh, intimate work with a with a vulnerable population. What a what an important thing to. That’s a great perspective. It’s true. So true. And that’s that is what makes that impact, you know, when when people feel that way. Um. Very cool. So tell me a little bit about, uh, I love talking about technology. I’m a technology. It’s my background and marketing. And and I come from franchise development, brokerage and and way back when 20 plus years now and but was in technology. So I love to get into that. And um tell me a little bit about that. And so you have this real intimate, um, business model. But there’s some technology, right? There’s some things going on and it’s just, hey, how can we help, uh, this population? So tell me, how do you evaluate, first of all, which is there some technologies that you, you’re a fan of and that you’re starting to look at or use or are using? And then, you know, what’s your perspective like? How do you evaluate things like AI coming down the pike? Right. We don’t know where things will be in 5 or 10 years. How do you guys like think about that stuff? How do you use it to help your your your your clients?

Mike Walls: Yeah. Great. Great question. Um, it’s been, um, what? We’ve been doing this for 11 years, I guess now. And, uh, the changes over the past decade have been absolutely incredible on the technology front. Um, we, um. We were a little cold. Um, we we started off pretty basic, you know, almost Excel spreadsheet type of database. Um, for, you know, logging our, our, you know, our CRM, if you will. Right. And logging our clients and our employees. And we had multiple different, you know, programs and different things. And luckily for us, our franchisor, the founder Jeff Salter of Caring Senior Service, um, is really technology, technology focused. And he made it his mission to create a software just for our business that could incorporate all these details payroll, clocking in, clocking out telephony, uh, tracking progress notes, tracking patients. Tracking employees all into one. Accounts receivable. Accounts payable. I mean, everything got into this one package developed just for our business model. Um, and that happened in about 15 in 2015. And we’re about to adopt the second iteration of that, which is starting to incorporate AI. So that’s incredible. And we’ve had some demos of some of the conferences we’ve been to. And you said it earlier, like, I have no clue how this is going to impact us. I know it’s super cool. Um, it’s a bit overwhelming. Um, and a lot of it is just I’m not a tech guy. Um.

Addie Walls: Certainly not. Yeah.

Mike Walls: And and so we’re really interested, you know, from a from a management, you know, how we manage our, our, our business. You know, how that is going to help streamline things and provide efficiencies. With all of that being said, you know, the more time we can spend devoted to our patients and what’s going on in the home and not the the mundane goings on of scheduling and payroll and things like that, you know, we can focus on the things that really make a difference. Um, so that’s been really cool. What another thing that was super cool. I think it was in August of last year. We implemented, um, some AI technology. Now we place devices in the home of our patients and kind of like Amazon. Um, uh, we have an Alexa in here and start talking. Yeah. Yeah.

Mike Walls: She who shall not be named. Um, it’s similar to that in that it’s listening all the time. Um, and it’s running that information through an AI model. And when it hears sounds of someone maybe having a fall or calling out for help or something like that, We can get alerts about this. Um, it can also listen for, um, positive interactions between our caregivers and our patients. And it can be used as a coaching tool for us where we can coach our caregivers. Um, we can also maybe coach family members. Hey, you know, you’re dealing with someone with with dementia or Alzheimer’s. Here’s some tips that we can provide you to maybe make things less combative for you. Yeah. Um, but just the other day, we were getting ready to go out of town, and this, um, technology alerted us. Um, and it alerted me, my wife and one of our managers, my managers immediately called the closest family member. Um, I got in the car and started driving to the, uh, patient’s home because it had detected a fall, and then it had detected someone crying for help.

Rob Gandley: Wow.

Mike Walls: And me and the family member got there at about the same time, and sure enough, she had had a really bad fall, um, and hurt herself pretty significantly. We were able to be there in about 5 or 6 minutes. And she lives at home. This this patient that lives alone. We weren’t scheduled to be there until about 10 a.m. the next day, and this was about 6:30 p.m. the night that when it happened. There’s a really good chance that she would have not been found by anybody until 10:00 the next day. And I believe firmly that that technology saved her life.

Rob Gandley: Man, what a great what a great. That’s what I hope for, for our future, where technology is helping us be better people to each other, spend more time and solve so many problems that that that are just, you know, part of living. But I you know, it’s funny because, you know, let’s let’s look at a different story real quick. This is my story. I went home to visit a family member, my sister, and we’re sitting around the kitchen table and just having a nice visit, and she gets a phone call from a neighbor. But the neighbor is in Harris. We’re in Pennsylvania, in Philadelphia area and Harrisburg. The the daughter is calling from Harris several hours away, uh, calling my sister, saying her mom fell, and we run over across the street. Now, that is not a reliable solution. You know, just happen to be home happened to answer. And of course, they’re close enough. They we we all did. Me and and my brother in law. And we went over and sure enough, she was laying alongside her bed. And you know, if we weren’t there, we wondered we always wondered. And I remember thinking, man, that happens too much. It just this is the awareness part. And I believe then your CEO Jeff ride his bike. Didn’t he have a bike? Did he do that?

Rob Gandley: Yeah I mean yeah.

Mike Walls: He’s the yeah, he rode it around the country and, um, he got stopped at our location, you know, and we we got to enjoy that. But. Yeah.

Rob Gandley: Very cool stuff because you know, you know, you wonder how does that happen? You know, this woman was 92, I think. I mean, she had her wits about her and she was pretty, but you know, but physically, you know, it was hard for her to get around. And she had a walker and and so it’s it’s just. Yeah, we don’t want to leave that exposure. It just seems too risky to me to even have someone living alone like that. But but if you’ve got technology that maybe helps with that or, you know, for the hours that they’re by themselves or what have you, you know, amazing stuff, great story. Glad that you’re. So, so tell me, is there anything else that you found like that in the home security, anything like that, that you found that’s really cool or that you’re using or.

Mike Walls: I mean, we, we’ve tried a number of different things. And of course, there’s all kinds of gadgets and stuff that come along to right that. So yeah, not all technology is good and, and you know.

Mike Walls: And bears fruit. Right. But um, this one in particular, we’re really, really excited about about what AI is going to do, you know, and, you know, like I said, the services that we provide, Rob, are, are, are non-medical, but we’re so closely connected with the medical side of things. And of course, we get a lot of, you know, medical journals and things like that that we read, you know, what they’re doing by, you know, doing imaging and running that through an AI model. And it’s finding things that humans missed. And I just think in the grand scheme of things, um, especially, you know, just looking at our end of the market in long term care, we’re incredibly excited about what that technology, you know, is going to bring. And, and the innovators who are going to take these technologies and use them like I would have. When I think of AI, I think of ChatGPT, you know, or Gronk.

Mike Walls: Like that. Right. And and we use that. You know, we’ll use it to write Facebook posts or you know some little marketing you know, thing. But um, to have some type of device that’s listening and keying in and learning, you know, about these situations. Um, we get alerted, uh, you may know this when when someone has Alzheimer’s or dementia, um, a sudden mood change, especially in women. Um, one of the, uh, things that can cause that is a urinary tract infection, um, it’s very common. And it’s a, it’s a it’s a very common signal that someone maybe has a UTI. Um, the AI will alert us to that and it’ll say, hey, possible UTI, so we can make a quick phone call to their home health company or doctor, you know, and say, hey, we suspect there may be a UTI. Would you take a sample? I mean, and it nails it almost every time. It’s incredible. Wow. What it’s capable of learning and doing. So, um, that’s the most significant thing that I think is coming. But again.

Addie Walls: We don’t know what’s next.

Mike Walls: Jeff and our franchise system have all kinds of stuff that they’re working on. I mean, and I probably can’t talk about some of it because.

Mike Walls: He’s pulled back the curtain and let us see it. But it’s truly incredible what’s what’s what’s coming down the pike very, very quickly.

Rob Gandley: Very cool. That’s great to hear and very important. And it goes back to us spending more time with each other. Right. You guys can focus in different ways with the relationship and being, you know, just human to human relationship. And and you are in that ideal sort of industry where like you said earlier, where you know, you’re you’re a very intimate business model. But I feel all business models can become more intimate because of AI. So I’m really excited what this means for everybody. So we can maybe slow down and focus on each other a little better instead of staring at screens trying to figure it out.

Rob Gandley: Well, tell me a little bit about we didn’t talk much about training because, you know, you did have a background. So you knew the brand and the industry. Um, but certainly, you know, 80 you had to jump in and learn the business. And then Mike, later on, you kind of came in and had to learn the franchise owner side. Tell me a little bit about that path. I mean, a lot of people probably wonder, you know, do I have to be more medically inclined? Do I have to have a healthcare background? I know it has a lot to do with your heart. So maybe talk a little bit about that, but tell me a little bit about the training and a little bit about what is a good fit. Like who is a good candidate for this kind of a business?

Addie Walls: Well, I think a good candidate like you said has to have the heart for this. You have to be passionate about taking care of people. And you know that I don’t have a nursing background. I don’t have a medical background. I was a stay at home mom and, you know, wanted to care for my grandparents. Um, I didn’t I went through the franchisee training and, you know, learned a lot. One of the best things that I, that I utilize, you know, still to this day is talking with other franchise owners. Um, we have our quarterly conferences and we’ll get together and, you know, talk about, you know, what’s working in your office and, and just learn from each other. Um, so we have this, you know, close knit family that we can reach out to. Um, you know, I can pick up the phone and call one of the other offices. If I have a question, we can call the corporate office. If if we have a question, you know, about software or about, you know, any, any kind of kind of situation. So, um, I feel like we’ve got, you know, good lifelines there.

Mike Walls: And not just the not just the procedural stuff or the process stuff either. The, you know, talking about goals and, you know, how how do we see growth? What are the pitfalls of growth. Right. Um, growth can be incredibly challenging. And early on we grew rather quickly. And I don’t think we were prepared for some of that. We didn’t have some of the systems in place, so maybe some of this is a little misery loves company. But you know, 80 is right. These are franchise family. You know, it’s a whole group of people that we all want each other to succeed as, as as each franchisee succeeds, the franchise system as a whole succeeds. And that’s how we all grow together, right? I mean, that’s the essence of franchising. Um, yeah. A little bit of Fran Dev coming out of me here.

Rob Gandley: But yeah, no, it’s beautiful.

Mike Walls: But, um, you know, if you’re not in a franchise system, who are you going to go to that you can trust with some of these very difficult questions? Who can you share information with? You damn sure can’t do it with your competitors. Right. Um, and then you can pay for consultants. Are you getting good advice? Are you not? What’s that cost? So I, I agree, you know the the the training was incredible a week at our corporate office and then them coming to our location and helping us both on. You know, just setting up the office. What what equipment do we need? How many computers? Printers. You know all that from those mundane things to. Let’s go out and market. Maybe you have a client. Let’s go see what that is. Let’s hire employees. All of this is new. You know, to us and especially new to to 80. But once you learn those things, you know them. Um, it’s the it’s the more subjective details. And that being part of a franchise system I think has really benefited us.

Rob Gandley: Oh, yeah, I, I always talk about, like, the cost of a mastermind. Right. Like, you had talked about consultants and things, or you’re involved in groups and networking groups and different, different support groups that might exist for business, but nothing is more powerful than a network of one brand working together in the same direction, supporting each other because you’re all doing the same thing. Similar things, different markets. But that’s powerful. Like, you just don’t manufacture that without the idea of a franchise. And you need to get you know, it’s funny because you got to get there. It takes a while to build 100 units or whatever. In fact, how many units do you guys currently have right now?

Mike Walls: I don’t even know right now.

Mike Walls: You know, so, uh.

Rob Gandley: Quite a few, but but the point is, you got a lot of people, right? There’s a lot of personalities, a lot of different, a lot of talent. Right? A lot of skilled people that come in and become franchisees. So it’s pretty exciting in that sense. But you guys did something pretty special because not a lot of people can do what you did. And I think it was it was 2018, if I get that right. But you want franchisee of the year. And I wanted to kind of talk to you about that. Like and maybe couple that with any advice you might have for any new franchisee. Right. Maybe it is coming into your brand, but just in general. And how do you get to franchisee of the year? Tell us a little bit about why that was and how did you make that happen?

Addie Walls: I know how we got there.

Rob Gandley: It just happened.

Rob Gandley: I was so happy to get it.

Addie Walls: You get there. Yeah, I.

Mike Walls: Know. I mean, I think she makes a really good point, you know, 2015 or thereabouts. We started on this very new, uh, software system that, that, that Jeff had developed, the franchisor had developed for us. And, um, my, my lovely wife, who is not the most technologically gifted, and that she admitted to earlier, um, she from day one said, I’m just embracing this, you know, out with the old, in with the new. Um, and, and she’s a bit risk tolerant, you know, and maybe not the earliest of adopters, um, but had faith. We we we started in 2014 and, um, we, we had already seen that the system works, you know, over the first couple of years. And so I think it was easy for us to make that decision, you know, just adopt it. Don’t push back. It was difficult. You know, change is hard at times. Very hard. Especially anybody listening. I’m sure most of the people listening to this will have been through these types of software changes and things like that, and it can be very difficult. Um, but we trusted the process. We trusted the system. Um, we worked incredibly hard, you know, I and and and by this time when, when, when she won franchisee of the year, um, I was now in the business with her.

Mike Walls: It was demanding, um, us and we were also at a, at a bit of a, a crossroads of what’s the next step forward, you know, in growth look like for us. How are how can we not be both in the business. You know, daily, you know, in the daily grind of it. All right. We know that that can’t continue if we wish to grow. So you know, how do we expand it. So we were kind of in, in those, uh, discussions at the time as well. But, um, I think, you know. Having the 80s since day one, her, her mantra has been I just she never says no to any patient. And no matter the difficulty, um, the success of our business, while we have a great system, um, the success of our business is her incredible work ethic and passion to not leave any of our patients ever, you know, never question that. We won’t be there, you know, for them.

Rob Gandley: It’s people first. Right? People first. And it’s good.

Rob Gandley: You gotta have a good system to make sure you can do that. Right is because otherwise you may not stay in business. And that’s always a struggle with any kind of business. Right. And that’s a little bit what we said before is I can maybe relieve some of the pressures that we have as business owners just with administration or different things. But but if you say to yourself, our culture is about people first, we’ll worry about it later. We have the systems in place to help us be able to do that. Right. That way, the that’s the way the families always know you’re like family. And it’s like you said, and you have that level of trust. And once that’s there and that that pays back in dividends is what I would guess. Then people talk about you and share the story and you just get more referrals that way. And and it just that’s beautiful because it’s based on what we said earlier, treating people the way you want to be treated. So I think that’s pretty cool to be able to do that in your business.

Mike Walls: Absolutely.

Rob Gandley: I wanted to ask you real quick, and then maybe we can wrap up with any advice you might give to anyone thinking about the industry, right? Because I think at this point it’s one business ownership. But there’s something special about this industry. And we we need good people, right? There’s no doubt. Um, so any advice? But before that, is there anything about this business model that you would think people would get the wrong impression? Like, is there something different about running it that you weren’t you didn’t realize and now you realize? Uh, anything like that, that just kind of on the surface it seems kind of obvious, but is there something you were kind of surprised you about business ownership and you maybe pleased you something that was, um, you know, it was nice to find out.

Addie Walls: I think probably the biggest surprise to us was employees. Um, just learning how to manage employees. Um, I think that, you know, they we learned how to take care of of seniors and the processes for that. Um, but, you know, when you’re dealing with human people, it’s, you know, on both ends. They’re they’re they’re humans. And, you know, they do things, they get sick and and you know, there’s just there’s it’s not it’s not an easy black and white. Um, so you have to learn to adapt and learn how to, you know, figure out, um, how to best manage. I think that’s probably the biggest, biggest hurdle and an ever changing hurdle.

Rob Gandley: It sure is.

Mike Walls: Yeah. It’s this is not a transactional business model in any stretch. You know, there’s oftentimes our our employee is with a particular patient, uh, for, you know, for six, eight, up to 12 hours at a time. Um, they do become like family. And so challenges are setting boundaries. Um, but we also have a very diverse workforce. I’ve got employees who are in their 60s. I’ve also got employees who are 22, and they’re doing the same job. Right. But the way they go about doing the job, or the way they go about communicating with each other or with us is very different from one another. You know, um, my 60 some odd year old employee, um, will come to the office and wants to speak face to face or at the minimum, wants to get on the phone. My 23 year old employee doesn’t want to have anything to do with talking to me on the phone. They would rather do it in a Snapchat or a text message or something like that, right? Yeah, that’s been super challenging for us. You know, we’re Gen Xers and, um, ah, I mean, our children are the age of some of our younger. Well, let me back up. Our child does one of our our oldest child does work for us and does marketing.

Mike Walls: Yeah, he’s he’s been texting me during this.

Mike Walls: And I’m like, bro, I’m in a podcast right now. You know, I worry about you borrowing the truck to pick up a couch later, you know?

Rob Gandley: Yeah, yeah, yeah. That’s funny.

Mike Walls: So I think, you know, I think to her point, you know, that us learning how to manage this diverse group of employees has probably been one of the most challenging aspects of running the business. And, uh, uh, it’s been rewarding at the same time. Um, because we learn a lot, you know, through that process as well.

Rob Gandley: Yeah, yeah, they become part of the family. Right? It’s just it’s it’s all of it. It’s the community. It’s your it’s your clients. It’s your employees. It’s. You gotta you gotta figure it all out. But it is part of the family and and, uh. Yeah.

Mike Walls: Well, you know, and and 81 the franchisee of the year award. Well, just last year, it was one of our caregivers who won our national, uh, caregiver of the year across our entire system. We were lucky enough that our, one of our employees was the caring senior service caregiver of the year. Her and her husband went to our owner conference in Cancun, um, all expenses paid. You know, she was completely blown away. And they announced her in front of all of these different franchisees at our annual conference. And I mean, tears and cheers. And it was it was such an overwhelming experience, uh, for us. I can’t I mean, I can’t imagine what Christina Devine, our character of the year, what what she thought about all of that. It was it was really incredible and so proud. Yeah.

Rob Gandley: Well, I think that.

Addie Walls: That second this year.

Rob Gandley: Well, I was going to say it has something to do with both of your heart. Right. And the way you approach things, obviously you’ve been given the framework and the brand and that’s a big part. But yeah, that’s saying a lot. Yeah, that’s saying a lot. You won two very big awards and there’s a lot of you out there. So you, you that’s pretty important. So with that I wanted to to to wrap our conversation up, but make sure that you shared how folks can, um, get Ahold of you in your local market. Maybe share that. And then if you had one last piece of advice for anyone, again, just maybe one thought that you wanted to leave with anyone thinking about participating in the industry, either as an employee or as an owner, but just just anything at all you’d want to leave with the audience.

Mike Walls: The the easiest way to reach out to us is through our website. It’s very simple. It’s the name of our company, Caring Senior Service. Com. Um, absolutely. The best way to get Ahold of us 24 hours a day, seven days a week. We’re always available. Um, we service an area, uh, in Brazoria County. We’re in Texas, uh, south of the outer skirts of the Houston metro area. Um, in our in our headquarters in Lake Jackson here. So, um, as far as the best piece of advice, um, you know, being on the franchise development side, you know, you having a long career doing that as well. Um, you know, you know, 99% of the people that we talk to do not wind up moving forward, you know, with, with your particular brand that you’re representing. And so I think it’s important to, you know, I remember when I first got started, you know, they said, uh, this guy loves to play golf. He wants to get into a golf franchise. The last thing you’re going to do running a golf franchise is play golf, because you’re running a business.

Mike Walls: And so you know that that business, the the process of running the business is what is the most important aspect in my, you know, in my viewpoint of what someone needs to be looking at when evaluating any franchise system, but specifically caring senior service. I can think of very few things that are as satisfying, gratifying, and rewarding as taking care of our loved ones. Um, and there are a lot of us who are not nurses, are not doctors, but who have a servant’s heart and feel compelled and called to serve each other. That that this is a really, really incredible fit. And, you know, a lot of people are nervous or scared. You know, starting a business is, is, is is every bit as big as buying that first home as making, you know, as getting married? Um, it is a life altering decision. Um, and so the more someone can research and really soul search, what motivates them, what makes them happy, if it’s to serve others in some capacity, if it’s a desire to excel in everything that you do. Um, then, you know, caring senior service, I think is a is an excellent choice for someone who’s looking at something like that. Uh, it doesn’t have to be. You know, I care about giving, you know, old people a bath, right? It doesn’t have to be that, you know, but. But this this desire to serve one another, someone with a servant’s heart, you know, is is ideal for what we do. And, uh, if anybody has a a question about that or wants to, you know, look into that, reach out to me on my website also. And, um, I’m willing to share. I’m always willing to share. I’ve had nothing but mentors. We’ve had mentors both in the system and outside the system. Um, I love sharing our story with others and and willing to do so with anybody who’s who’s willing to ask.

Rob Gandley: I and I, I hear that a lot on these conversations. And I always tell people, take them up on it. Take them up on it. That’s the thing about the franchise industry is it’s very giving, uh, very, very giving. And, um, and that’s good because you’re all, yeah, you’re serving all the time. Right? You’re helping those folks to hopefully they get to the place they got to go. And we have better business owners everywhere. Um, but, Eddie, what do you think was a good piece of advice?

Addie Walls: A piece of advice for someone starting in senior care. Um, I don’t know. Look. Look at your heart.

Addie Walls: I think that’s.

Rob Gandley: It’s that it starts there, right? That’s what’s driven your success.

Rob Gandley: So it’s not just. It’s not that complicated. Well, it’s awful.

Rob Gandley: It’s awful hard, right, to say. It’s easy to say, oh it’s just about your heart. But that is easier said than done. It has to be in your heart. So don’t don’t force it. So anyways. Well listen you guys, I appreciate you sharing your journey. I appreciate the work you do because as I said, I’ve kind of been in that a little, um, and experienced it on the other side. And, uh, it is great work. It is an industry that is obviously going to be propelled here in the future with aging population really starting to accelerate, as you guys know. And, uh, so thank you for the work you do. And thank you for sharing your story with us today.

Mike Walls: And thank you, Rob.

Rob Gandley: You’re welcome. You’re welcome.

Mike Walls: Thank you for having us.

Mike Walls: It’s been a real pleasure. And it’s been it’s been a joy to talk with you today. Thank you.

Rob Gandley: You got it. And I just want to thank the audience for tuning in and and keep on tuning in. If you like what you hear, share it. And, uh, we appreciate you too. And bye for now.

 

Tagged With: Caring Senior Service

Omar Qureshi CIMA®, CPWA With Hightower Wealth Advisors | St. Louis

March 4, 2025 by Jacob Lapera

St. Louis Business Radio
St. Louis Business Radio
Omar Qureshi CIMA®, CPWA With Hightower Wealth Advisors | St. Louis
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Omar Qureshi, CIMA®, CPWA®, is the managing partner of Hightower Wealth Advisors | St. Louis. His life-long love for computers eventually led him to where he is today—using technology, modeling, and his innate ability to problem solve as the lead investment strategist with the organization.

Having started his career as a computer repairman and IT specialist at Rogers & Company, Qureshi worked his way up the ranks, eventually becoming partner and co-owner of the company before merging with Archer Wealth Management in 2017 to form Hightower Wealth Advisors | St. Louis.
Qureshi oversees the practice’s investment philosophy and strategies, and has a profound understanding of proper portfolio construction and asset allocation to match an investor’s goals and needs. With an analytical mindset, he has a rare ability to understand numbers and implement complex systems and technologies to deliver sophisticated strategies.

He holds various securities registrations, including the Series 4 registered Options Principal, and has earned one of the most rigorous designations in the securities industry, the Certified Investment Management Analyst® (CIMA®) designation. The CIMA® program, conducted through the Wharton School of Business, is a comprehensive study and examination of advanced portfolio management concepts and processes. Qureshi was an also member of the first class to receive his Certified Private Wealth Advisor (CPWA) designation. The CPWA is an advanced designation through the University of Chicago’s Booth Graduate School of Business.

Qureshi currently serves as the Vice Chair of the Board of Trustees for the Villa Duchesne & Oak Hill School, Chair of the Investment Committee, and Chair of the Head of School Search Committee, as well as serving on the Board of the Clayton Chamber of Commerce. He graduated from Case Western Reserve University with a Bachelor of Science degree in Management Information Systems and a minor in Economics.

Follow Hightower Wealth Advisors | St. Louis on LinkedIn and Facebook.

What You’ll Learn In This Episode

  • Investment strategies, portfolio construction and asset allocation
  • Holistic financial planning
  • Financial technology
  • Cryptocurrencies
  • INDUSTRY: Practice management & team dynamics
  • INDUSTRY: Tips and benefits to recruiting young talent

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studios in Saint Louis, Missouri. It’s time for Saint Louis Business radio. Now here’s your host.

Lee Kantor: Lee Kantor here, another episode of Saint Louis Business Radio, and this is going to be a good one. Today on the show, we have Omar Qureshi. He is the managing partner and investment strategist with Hightower Wealth Advisors, Saint Louis. Welcome.

Omar Qureshi: Thanks, Lee. Thanks for having me on the show. Great to be here.

Lee Kantor: Well, I’m so excited to learn what you’re up to. Tell us about Hightower. How are you serving, folks?

Omar Qureshi: Yeah. So at Hightower, put most simply, you know, we really help clients simplify the complexities of wealth. So I often tell people that, you know, if you don’t have any money, you always think that having money would make your life a lot easier. And in reality, the opposite is true that the more more wealth you accumulate, the more challenges and the more things that you have to deal with. And that’s where we come in to basically help our clients who are high net worth or ultra high net worth clients. So that means, you know, net worths of 5 million plus help, you know, navigate through all those complexities of wealth.

Lee Kantor: So what’s your backstory? Do you mind sharing a little bit about your journey? How you got here?

Omar Qureshi: Yeah, yeah. Love, love to share this. You know, I’m going to go all the way back to the early 1980s. I was given a mac two computer by my parents for Christmas, and that started me on a love affair of technology, and it was just something that always interested me. I have a very active mind. I get bored easily. And so technology was one of those things that, you know, you can hardly get bored or you can hardly master. And you know, when you fast forward into the 1990s, of course, it was the first of the internet revolution and the internet boom and the dotcom, you know, boom and bust. And, you know, a lot of the companies that were making a lot of money in the stock market, I was very familiar with from my kind of tech interests. So I started trading stocks, actually, in my dad’s pension account. We did it together, and I read the Wall Street Journal, and that’s when I sort of discovered the stock market. And, you know, yet another thing that kind of changes every day and you can never really master. So I’ve always had kind of a finger in both pots, but when I graduated from college, I was, believe it or not, fixing computers for a company on the weekends, really for for kind of beer money. It happened to be a financial services firm, and at the end of the summer, when I’d done all my computer related projects, they kind of knew I wanted to get into the financial side of the world, and they offered me a job. And so that company is actually one of the predecessor companies of Hightower. So I’ve been there 25 years. So short version is I started by fixing computers on the weekend at this company, and now I’m the managing partner.

Lee Kantor: So that’s the modern version of the mailroom is the. Yeah.

Omar Qureshi: Yeah, exactly. I guess so, I guess so.

Lee Kantor: So, um, your clients you mentioned are high net worth. Are they coming to you? Um, because they’ve tried to do this on their own, and then now they’re like, hey, this is getting too complicated, or I’m missing things. I need an expert. Or are they coming to you from maybe another wealth advisor who is just maybe not as attentive?

Omar Qureshi: Yeah, I think it’s a mixture of both. You know, I think and by the way, this answer is going to be different based on the different generations. So, you know, the meat of our clientele are boomers, and boomers generally tend to be delegators. So, you know, they’re happy to basically pay somebody like us to help manage their financial affairs. That’s that’s not as true for the younger generations who want a much more active part. But I think what I found true across all generations is when you get enough money, when you accumulate enough money, you start to realize, man, this is this is serious. And I can’t screw this up because there’s a lot at stake. And I think that’s where people reach out for help. Or, you know, they can do the basic stuff on their own. But when it gets to taxes or estate planning or more complicated investment strategies or corporate benefits, they think, you know, I have no idea what I’m doing, and I don’t have the time to learn to deal with this. And you know, and that’s where we see a lot of demand. Um, we do, you know, we do pick up new clients from from other advisors. Um, you know, in the Saint Louis market in particular, it’s an incredibly fragmented market. So there’s tons and tons and tons of people who call themselves some version of me. Right? Um, but there’s a lot of, uh, divergence in terms of what services they’re actually providing people. So I think the end consumer has a hard time differentiating how these firms might be different and might support their needs better or worse than others. Um, and so, you know, oftentimes we see people who’ve had bad experiences or they just feel like they’re not getting the attention or the services or the depth of knowledge for their particular situations. And that’s when they look to, uh, to make a move.

Lee Kantor: Now, you know, when there’s a bull market, everybody’s system works or seems to work. It’s just a matter of degree. When it gets a little more chaotic and a little more volatile. Um, that’s where I think a professional comes in handy. Um, what advice would you give maybe that person who’s on their own right now and everything seems it looks like they’ve got everything figured out, but as volatility and chaos ensues, possibly, uh, you know, things might change. Is there any advice you would give someone who doesn’t have a wealth advisor right now? You know, maybe some of the trade offs that they’re not maybe taking into account.

Omar Qureshi: Yeah, yeah. No, I love this question. I think it’s a very timely question with the amount of uncertainty that we’re currently facing as a country. Uh, which, by the way, is manifesting itself in the markets and generally not in a good way. Um, to your point, you know, markets have been very, very Be positive. Over the last handful of years, they’ve actually returned, you know, roughly two and a half times the average return for the last two years, which is to say, people have made a lot of money. Um, and you know what? What I’ve personally seen across not our clients, but but, you know, maybe new clients and even folks outside is that they’re taking on a considerable amount of risk, and they may have outearned the market that two and a half times return because they’re just taking so much additional risk. And it makes you look brilliant when it’s happening and things are going your way. The problem is, as you said, when things are going down, that level of risk has an equal impact, but this time to the downside. So the first thing I said. And I think a lot of this started, you know, during Covid where people more so than ever started viewing things like the stock market as sort of like a hobby as a casino.

Omar Qureshi: So we’re seeing people, you know, whether it’s cryptocurrencies, whether it’s, you know, options, strategies and a subset of that called zero days to expiration, zero RT options, leveraged funds, which are, you know, goosing up the returns. There’s a there’s a ton of people using all of this stuff, and I fear that they don’t really understand what’s going to happen when things go the other way. So my my advice to anybody today, um, is, you know, know your risk, know what you own, figure out what you can afford to lose and rightsize your holdings to to match that. Because I think we’re in for a period of time where there’s, you know, a shakeup of sort of the global world order that we’ve known for 40 years. That’s all happening very fast. Uh, you know, obviously that coming out of Washington today, for sure. Um, and, and that always puts, you know, markets at risk. So I think it’s a great time. If you have gains, know what you own, know what the risk is rightsize those things before it’s too late.

Lee Kantor: Now do you see any impact on the prevalence of gambling in in sports and where it just they’re, they’re making it seem like this is almost like an investment strategy and you’re bombarded with opportunities to literally in real time make bets. Is that does that positively or impact your industry in the wealth industry, especially with young people.

Omar Qureshi: Yeah. So so I haven’t I haven’t seen a huge impact directly of that. But but where I think there’s certainly parallels is that mindset, that mindset of oh I’ll, you know, put some money down and I may get paid 5 to 1 or 10 to 1 if it hits. People are treating the stock market that way also. Um, and that’s where I think you get into trouble. Um, you know, sports gambling has obviously become very popular as states look to collect more tax revenue, right? Ultimately, that’s why a lot of this stuff gets approved. And, you know, it’s just like Vegas. Uh, if you think you have better odds than the house, you know, think again because you don’t. Uh, the house is always going to win. Um, that’s I would make that same statement. If you’re treating the stock market as a gambling venture rather than an investing game investing approach. You know, for participating in sort of the longer term fortunes of good companies, you know, in the market.

Lee Kantor: Yeah, I just I mean, I’ve talked to a lot of young people and they just spend so much time and energy in their mind that they’re they think they’re, you know, planning for their future by, you know, studying, you know, football lineups. And they could be taking that same money and just using the power of compounding that is going to have a better chance of success. Um, it just I just think the younger people especially are equating what that is and what you do as similar. And I don’t think they’re similar at all.

Omar Qureshi: Yeah. I think, you know, to your to your point, I totally agree. And I think, um, they’re viewing the stock market though like the casino as well, that. Oh, I can just make these big bets get paid off and I’m going to get rich this way. So that’s the commonality is there’s this notion amongst younger folks that they can make these insane bets and make huge upside and somehow become rich from that, where that that is not going to work. You know, maybe a handful of people are lucky enough where that works, and then there’s going to be millions of people where that doesn’t work versus the tried and true method. To your point of saving regularly, investing in a good portfolio, letting the markets do its thing, compounding wealth over time. Um, that’s a much higher probability to create wealth. And when, by the way, you look across all of our clients at Hightower, um, that’s how they all made their money. Uh, they didn’t gamble their way to good fortune. Um, they worked hard. They started businesses. They saved a lot. They invested wisely. And that’s that’s why they’re in the positions that they are today.

Lee Kantor: Now let’s talk a little bit about kind of maybe the mindset of your clients as they go through the different stages of their life. You know, when they’re younger, you know, obviously they’re trying to accumulate wealth. So they’re investing regularly, like you said. But when they get to be of a certain age there, there comes a period where they have to accumulate. And that might be challenging for some people who spent their whole life saving. And all of a sudden they’re like, well, I don’t have money formally coming in anymore. And now I’m taking this out. How do I come up with a good, you know, accumulation plan that feels safe and comfortable and will, you know, keep me, uh, having money throughout my entire life because I don’t know when it’s going to end. There’s a lot of unknowns when you get older and you’re in the accumulation phase.

Omar Qureshi: Yeah, yeah, it’s a good question. And I’ll approach this from, from a couple of different aspects. I want to start with, you know, kind of client psychology first, as that has a huge impact on clients in these different phases. And so, you know, the question I ask, you know, new folks who come into our office to learn about what we do, I always ask them the question of, you know, tell me about your experience with money, uh, before you were 16 years old. You know, tell me about your family. Did you have money? Did you not have money? Did your parents resent people who had money? Did you not have a lot, but, you know, acted like you had plenty. You know, tell me all of those kinds of stories about your childhood. And I’ve heard everything from people’s, you know, father going to jail and, you know, all sorts of stories that come out of that. The reason why I asked that is because your relationship with money is imprinted in your brain by the time you’re 16, and so all of the, you know, coping mechanisms or habits or feelings about money or relationships with money, those are all determined by those formative years. Okay. And so as you as you think about, you know, somebody who’s retiring, for example, and needs to switch from taking, you know, for adding money to the portfolio to taking money out of the portfolio.

Omar Qureshi: Well, imagine if their childhood, they didn’t have any money, their parents just scraped by, saved every nickel, didn’t waste a dime on anything, you know, were completely frugal. Well, imagine what happens to that person when they’re at retirement. It it is like it’s worse than pulling teeth to get them to take money out of their portfolios to live. Because they are not wired to do that. And so it’s part of what we do, one, to elucidate these kind of thoughts around money and bring them out, because a lot of people don’t think about this stuff. Uh, you know, more often than not, but then also help them kind of cope with this fact of this is why you accumulated all this money was to retire and eventually, you know, take, take money out. So, um, it’s a very emotional time for clients in that retirement phase, right? They they sort of question who they are. A lot of their friends typically are coworkers that you don’t really hang out with those coworkers after retirement anymore, and you don’t have something to fill your day anymore, right? Of going to the office or whatever. Um, so so it’s a big change and money is obviously a big a big part of that.

Omar Qureshi: Um, and so what we do is try and help clients, you know, through those phases. A lot of it is, um, you know, planning way ahead of time. Um, so, so when you mentioned kind of accumulation versus accumulation, we we map that out and we constantly are planning and incorporating new facts and figures and goals into that client’s plan and then presenting them to say, hey, you’re on track for this or you’re going to, you know, you have a great, great probability of this all working out exactly as you want to. So reassuring them along the way. Um, is very important and I would say a good advisor in our industry. Um, you know, even though we’re known for investing people’s money as sort of the primary thing we do. The best people in this industry are going to be the ones who insist on planning first, and then figuring out the investments in the context of that plan. I would I would tell people, if you’re if you’re quote unquote advisor is just talking about investments, and that’s the only conversation you have, you’re missing out on a much richer picture of of planning for your future and taking advantage of a lot of strategies.

Lee Kantor: Now, why don’t you share a little bit about what it’s like working with your firm? Um, when a person, you know, raises their hand and says, Omar, I’m ready. Um, can you talk about what it’s like when you onboard them and what the regular kind of rhythm of your conversations are with your clients? So, so the listener can get an idea of what it’s like. Um, you know, to be working with your team.

Omar Qureshi: Yeah. Yeah. Um, I’ll mention, first and foremost, uh, we are a very high touch service, uh, firm. Um, you know, we want our clients to be welcomed and taken care of in every single way we possibly can. Um, you know, even down to the phone, we don’t have phone trees. You don’t have to dial one for an operator. We just answer the phone. We want people to appreciate working with us and and feel like they’re really, uh, a part of our family and vice versa. And that they’re very well taken care of. And and by the way, our clients are high net worth clients. And so they, they expect that that high touch service as well to a large degree. So, you know, the interactions with a new client will always start with us getting to know you as a person and then getting to know you on paper. Um, you know, and that’s a little bit of an x ray, a little bit like a doctor’s office when you have to fill out way too much stuff. We ask for a lot of information up front, um, so that we really have a full picture of your situation. So things like taxes and insurance documents and, you know, wills or trusts and investments and corporate benefits and, you know, all of the various things that you might have. Um, and we’re going to sift through all of that, and we’re going to put together a presentation where, uh, at no cost, we kind of give you a high level thoughts of their situation. And here’s what we see.

Omar Qureshi: That’s good. Here’s some deficiencies. Here are some things we might recommend. We’re going to tell them essentially a roadmap of what we might do for them if they choose to work with us. And again we do that at no cost. Um, up front. Then they get to decide, hey, is this going to bring value to my situation? Um, is this firm going to help me achieve my goals? Um, and then if they sort of, you know, decide to move forward from that and become a client, then we moved into the implementation implementation phase. Um, you know, where we’re going to start doing the recommendations, get more specific, more detail oriented around a lot of the different things. Um, you know, and that, that honestly that that phase could, depending on a client’s complexity, could take up to a year, right, to, to to get everything in tip top shape. Um, and then we moved to an ongoing cadence of reviews and education, uh, with the client to make sure that they’re on track. You know, if the markets have changed or tax laws have changed, or if something in their lives have changed, we obviously want to know about that. Um, and again, that education piece is making sure that they’re up to speed about all of the things happening in the world that might impact them. We also do things like family meetings. So you mentioned, you know, getting into the decumulation phase and then eventually getting older. You know, what we find is that after a certain number of years after retirement and the client becomes kind of comfortable being in that retirement phase, they kind of, you know, graduate to this next phase, which I’d call legacy.

Omar Qureshi: And that’s basically asking them, you know, or themselves asking the question, what what’s going to happen to my wealth when I’m gone? Who’s it going to go to? Who’s going to be in charge of it? Am I going to leave any money to charities? What are the restrictions in place? And they have this legacy mindset to want to really focus on on all of those types of issues. What I will say. That’s true of the boomer generation. That’s not at all true, say, of the Silent generation is boomers don’t want to be a burden to their children, whereas the Silent generation, you know, went out of their way to make sure they didn’t tell their kids anything about anything. And it was sort of like, figure it out after I pass away. Boomers generally don’t want to do that. They want to have everything buttoned up. And even when they’re gone from this earth, everything is in good order and it’s easy for their kids to handle. So we do family meetings, for example, where we’ll bring in their children and we’ll educate the family about the parents situation. What do they need to know? Who do they need to call? How are things set up? What’s the intent? What’s the sort of value system of the parents that they want to, you know, pass along as well. Um, so that’s that’s kind of the end part of that, that cycle.

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

Omar Qureshi: Yeah, our website is just ww dot Hightower s t l.com. Um, or they can email me directly. I’m just Omar at Hightower stl.com.

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

Omar Qureshi: Yeah. Thanks, Lee. Thanks for the opportunity to be on the show today.

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

Tagged With: CPWA, Hightower Wealth Advisors | St. Louis, Omar Qureshi CIMA®

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