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Search Results for: kids care

Kerri Burchill with North Star Coaching

February 13, 2025 by angishields

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High Velocity Radio
Kerri Burchill with North Star Coaching
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Kerri-BurchillKerri Burchill, PhD helps leaders in messy, dynamic situations slow down to go fast.

Leveraging her international work with leaders and her academic studies, Kerri has mastered her coaching to focus on helping leaders slow down to go fast.

She is a leadership and development trainer, provides individual and team coaching and is on the keynote circuit.

Take Kerri’s Leading Out of the ASKhole Trap quiz.  North-Star-Coaching-logo

Connect with Kerri on LinkedIn, Facebook 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. You guys are in for a real treat. Please join me in welcoming to the broadcast with North Star Coaching, Kerri Burchill. How are you?

Kerri Burchill: Oh, I’m so pumped to be here. Thanks for having me on.

Stone Payton: Oh, it’s an absolute delight to have you on the broadcast. I got a ton of questions. I know we’re not going to get to them all. Uh, but, you know, I think a great place to start would be if you could paint a little bit of a picture. Give us an overview, if you will, of me and our listeners. Mission. Purpose. What what are you and your crew really out there trying to do for folks?

Kerri Burchill: Yeah, absolutely. So my my tagline, which seems to be ever evolving as I kind of learn more about my audience and their needs, but I help leaders and teams slow down to go fast and achieve ambitious results. So I kind of talk about the day to day firefighting. The spin. Just the world is so fast paced and sometimes we just are constantly dealing with the surface things we never really get to the bottom of what that spin is to figure out the stuff that needs to happen. So we really do the leadership work that makes the difference and achieves those ambitious goals.

Stone Payton: I gotta say, at first it sounds a little counterintuitive, right? Slow down to go faster, to do some of your clients, especially in the early going. Do they bristle with that at first?

Kerri Burchill: It’s I mean, on one hand, they’re like, oh, that sounds lovely. Slowing down. And on the other hand, they’re just like, I can’t like I can’t take four hours away with my leadership team and dive into this work. I can’t this or there’s, you know, even if they commit to the four hours, they’re are often pulled out like it’s so hard to slow down and and yet they recognize that they need help doing that.

Stone Payton: So what’s the backstory? How did you get into this line of work?

Kerri Burchill: Yeah. Oh my goodness. Right. I sometimes just like, get butterflies. Uh, where I am and where I came from. So I’m a middle school teacher originally. Uh, quickly promoted into leadership roles, and then my partner and I are unable to have kids. And that sort of gave us some freedom that maybe families don’t have. And we we put a couple of rods in a fire. I applied for a principalship on a NATO base in Belgium, and my partner applied for med school, and we sort of said, you know, whatever happens, we’re just going to roll with it. So long story short, I say we did med school, um, which really resulted in that nine period time of my partner doing medicine, of me working in three different countries, six different cities and nine different jobs. And I really honed in on leadership. I saw so many places that were really, um, functional and dysfunctional know, and started to look at this whole idea of slowing down and what value that can give and how people show up when they’re spinning and going really fast. And yeah, so worked in, um, healthcare at the end of med school, finished a PhD, did a master’s, you know, more education as well as experience, and then thought, geez, I really want to do this on my own. I really want to help, uh, a diverse population, different industries. The concepts are the same. Leadership is challenging no matter where you are. That’s where I just want to find my sweet spot. And so I stepped out of corporate America, and here I am.

Stone Payton: What was that transition like? I have to believe it would be a little intimidating to go from that corporate environment because you’re. Yeah, you have to you have to practice your craft, but you’re also running a business and you got to go get the business to to practice the craft. Right?

Kerri Burchill: Yeah. Yeah. Sometimes I think like I started in a unionized public middle school setting and now I sort of negotiate prices and, you know, Just really stretch myself in ways I never would have ever thought I would have done when I was in that really sort of tunneled, um, education career. You know, you teach, you become assistant principal principal like, it’s it’s it’s pretty planned out for you. Um, so, yeah, I, I was nervous at first in 2018, I was feeling really, um, frustrated with the rate of change of the organization I was working in. And just to try to find a sunny spot I incorporated had a couple of clients just on the side, very transparent with my boss in the corporate setting. And, um, realized like, maybe, maybe I’ve got some talent in this area. Maybe there’s a need for how I can help people slow down. And so over time, you know, I kind of got busier and busier. And then we moved to San Antonio a few years ago and I just said, ah, let’s try this full time and, and just see how it goes. So it was a slow play. Uh, and I wish I would have done it sooner, honestly.

Stone Payton: So when, uh, with your affinity for education and knowledge and being a life learner, did you decide to get formally credentialed, like, go through some sort of coaching certification process to get ready for this?

Kerri Burchill: Yeah, you know, I did. And when I’ve got 15 years of post-secondary education, 11 of them full time student. And when I think of those 15 years, probably my most applied and I’d say valuable training was my coach training. So I got it back in 2008 when we had, um, just left Canada, where I was teaching. And the the only reason why I even knew about coaching is because when we decided to to move and start med school, I started interviewing people that I thought had cool jobs because I was paralyzed. Like, I couldn’t imagine myself doing something else. I’d just. My mom was a teacher. I’m a teacher. Just was beyond me to sort of think of what I could do. And one of the people I interviewed is a coach, and her job was to liaise community members with the school kids when there was a conflict in the community that bled into the school, and she talked about her coaching skills and I thought, wow, that’s really cool. And so that was my impetus to sort of get the coach training, but I didn’t use it for a long time just because of our moving around. And I really didn’t understand how to get clients. And so it was on pause. Even though I valued it, I didn’t apply it until probably, I don’t know, eight years after I actually got it.

Stone Payton: So now that you’ve been at it a while, what are you finding the most rewarding? What’s the most fun about it these days for you?

Kerri Burchill: What is all of it? So fun! Honestly.

Kerri Burchill: Um, I spend maybe 50% of my time training and development, 25% keynote and 25% coaching. And each part of that is just so different and unique. I love how these leaders are so committed to helping serve served their teams helping make an impact wherever they work. Like it’s just an honor to be trusted and be a, you know, a guide on the side with with these people doing this really dynamic work. So I’ve got police departments and city council members and recruitment companies and healthcare, and it’s just all over the place, manufacturing plants. So it’s really fun. And they’re all just so brave doing hard work. I just I think maybe that’s my favorite part is just seeing these people lean into it so much.

Stone Payton: So how do you get the clients? How do you get the new business and maybe speak to how you got the new business early on? Because it’s probably a little different than the way it is at this point in your career. But the reason I’m asking is I find that some people, a lot of people in the professional services arena, you know, that is I’ll be as gracious as I can. The greatest opportunity for improvement near term is, you know, figuring out the business side of their work. Right? Like getting getting the work.

Kerri Burchill: Yeah. Uh back. Back when I officially incorporated in 18 into now, 100% of my business has been referral. So I do have a presence on social media. I find that people look on social media to double check that I’m legit, but they’ve been referred to me from somebody, and then they kind of scope out. So I’ve never gotten business directly from social media, which is interesting. Even, you know, in all of those years. And so when I, when I first started, I remember going to a, it was one of those like networking groups, uh, like a Lions or a Rotary Club or something like that. And you had to go around the circle and sort of identify who you were. And it was the first time that I said, like, I’m Kerri Burchill and I’m a leadership coach and consultant. Like it was awkward coming off of my tongue. And after that meeting somebody, you know, networking afterwards said, hey, we’re looking for, um, somebody to put in a proposal to do some leadership development at our company. You know, why don’t you put in a proposal? I’m like, okay, yeah, okay. I go home, I Google what is a proposal? Like, that’s how little I knew. Um, but it was the connections that made it. And so I had recently attended a conference, and the emcee at the conference was just dynamic and super open. And so I actually reached out to her and said, hey, I’ve been asked to do a proposal. I don’t even know if you send these out in word or are they PDF? Like, do you have a proposal that you could share with me? And so that sort of helped me put it together. And of course, you know, one client tells another client and it just keeps going from there.

Stone Payton: So let’s dive into the work a little bit. The mechanism or probably in your case, mechanisms for executing on the work and actually getting in there and serving these folks one on one group facilitation. Like what does that look like?

Kerri Burchill: Yeah, all of it. All of it. I really love, um, Donald Miller in one of his books. Uh, Marketing Made Simple. It’s just an oldie, Goldie. I remember reading it and he and he talks in there about framing work around problem solution results. Now, of course he’s talking about marketing. As you know, I identify a problem that people have. Um, think about solutions and then think about the results. And I’ve sort of taken that a level deeper to think, what are the problems that my clients identify, not what I think I can do for them, but what the clients are ready to do for themselves. And so I it’s it’s so, um, just sometimes like, really difficult for me to be present and to stay in that slow moment with my clients because of course, on the outside, it’s easy to see everything really clearly. Um, to have those discussions either with the leaders or with the people I’m coaching with one on one, or with the team members to sort of say like, hey, in your world, what’s working well and what needs to kind of be shifted. And that’s the the starting spot of anything that I would create. Like I don’t have any canned programs or anything. Everything I do is always tailored to that environment and that group of people. So really getting them to put in their words what the problem is, and that tells me what their readiness is to do the work that, um, you know, that I see needs to be done. And they may get to the stuff that I think is important later on, and I may be surprised and learn that what I thought they needed is actually not what they needed. Once we slowed down and really got into it with them.

Stone Payton: This willingness to to meet the client where they are just sounds so wholly consistent with what you touched on earlier in the conversation about slow down to to to go fast. I would um, I would think, I know for me, uh, and I would think for others, you know, that that would require some, some discipline, some rigor, some structure, some it really does have to become a discipline. Right. But that but that does fall right in line with your value system, your ethos, doesn’t it?

Kerri Burchill: Yeah, yeah. You know, one of those I actually was just put out a poll recently on LinkedIn On what coaching skill do you think is most valuable? And the group that voted came back saying, like being present was the most valuable in a coach. And so I think mastering that as a coach, I just got my MCC, which is the highest level that the International Coach Federation gives. You have to have something like 2500 hours of paid coaching, etc., and I was not present in the beginning, I’ll tell you that, you know, I wanted to jump ahead of my clients and tell them what their problem was and tell them how they should fix it. And, um, really slowing down to kind of say, hey, this is their journey and my privilege to be a guide on this side. But it’s I’m not the driver, and I certainly don’t know all the environments and the details of their trench. So of course I should trust the client. They’re they’re living it. They know way more than I do. So just slowing down to get in rhythm with them.

Stone Payton: Do you find with some of the the people that you run into that there are sometimes some, I don’t know, myths may be a little bit of a strong word, but misconceptions, misinformation, um, uh, incomplete information about coaching as a domain that you have to find yourself educating what coaching is or can be before you can really serve sometimes.

Kerri Burchill: Yeah. All the time. Yeah. And I think people find coaching romantic because it sounds like someone’s going to come in and swoop in and tell you the right answer. And you know, you have you have coaching, which is really where the client drives the conversation. And my job as a coach is to ask those questions, to help them slow down and really figure out in their trends and their experiences with their gifts and talents, you know, where do they want to go and hold them accountable to get their therapy right? Is is more of the psychological side of things. Mentoring is where I tell you the answer. So I think where coaching, you know, kind of gets a bit muddy as you think of an athletic coach, which is definitely somebody telling you what to do, praising you when you do it well, etc.. Um, in sort of leadership coaching, executive coaching, it is very much where, you know, I can be the mirror to help you see what’s going on. But I’m not the one telling you what to do and the one sort of driving what you should do.

Stone Payton: So talk about the keynote work, because that too seems um, I, I’m enamored with that idea of getting in front of a whole bunch of people and knocking their socks off, and which is probably the wrong mindset, should probably be focused on, on serving them. But was it was it a little intimidating early on? And what have you learned from from speaking to to groups like that?

Kerri Burchill: Yeah. So interesting again like referral. So somebody was president of an association. They asked me to come to their national conference. I had 20 minutes on the stage, my first keynote. And and it just kind of blossomed and took hold from there. And so it’s the keynote has been a really great opportunity for me to flesh out some leadership concepts that I’ve been rolling around, like the spin, you know, that day to day firefighting and really this challenge that as people are caught in the spin, what they end up sort of showing are what I call askhole behaviors. ASK, askhole behavior.

Stone Payton: You got to talk more about that.

Kerri Burchill: So when I’m stressed and I’m in the day to day spin and I’m trying to get tons more done than what’s realistic, I’m going to ask people to do work for me. I’m going to ask them questions that I knew, but I kind of forgot because I’m just stressed. And I’m going to I’m going to ask them to join committees that maybe I could do, but I’m like, I’m just going to ask, right? Like, and I’m going to push all this work out when really I have the skills and talents to do it. If I slow down and got strategic around the right work and kind of the bonus work and the stuff I should not even care about. And so thinking about helping leaders in a keynote to really slow down and identify, hey, maybe I’m doing everything that asshole has asked me to do instead of slowing down and helping that asshole figure out what they need to do to own their problems and move forward. And so how you know, as a leader, how on earth am I ever going to slow down if I’m doing all of this stuff that’s asked of me all day long, like I’m doing my work and ten other people’s work? So the keynote was having, um, really helpful in kind of floating out some of those concepts and framing it in a way that that I can tell the audience is like, oh, yeah, I’m like, I’m an asshole.

Kerri Burchill: And they’ll give audience examples and the room’s roaring. And, you know, we’re we’re we’re all in it, right? We’re all spinning. We all got assholes around us. And it’s hard to slow down in those moments when somebody asks you to do something really simple or even the hard stuff, you want to jump in and help them. When really what we can be is more of like a coach, with them helping that person slow down and figure out what their path is, what variables in their environment they can leverage, etc.. Um, but you know, as servant leaders, I think sometimes we often become servants and just do it all to everyone’s risk of of burnout and lack of innovation and a bunch of unintended consequences.

Stone Payton: So you authored a book around this topic, and probably knowing you probably a field guide and all kind of and all kind of stuff. What was that? And I do want to dive into the book a little bit in the structure and how you recommend people use it, but I’ll back up a minute. What was that experience like, just sitting down and committing those ideas to paper? Like, did some of it come together super easy and other pieces more difficult, or what was that whole thing like?

Kerri Burchill: Yeah, well, I’ll tell you, it was not the original book idea. So I yeah, I was running a leadership academy where we statistically measured our soft skill development, and I interviewed people and got like IRB approval, like, very empirical sort of research. And, um, nobody was really biting. I mean, I thought it was the sexiest thing alive, right? I this was super fun. And I’m all in the nitty gritty. I’m starting to code the data and blah, blah, blah. And then somebody, a leader was complaining to me about all these people asking them to do things and ask this and finally that. They’re just a bunch of assholes. And I’m like, Bing! And so jumped really? Like, like left the first draft in the Dat. I’ve still got drawers full of these transcripts and blah blah, blah, and, um, dove into the asshole work and started speaking about it, you know, doing some webinars, podcasts. And it just took a life of its own. And I started I framed the the asshole framework. I, I trademarked the word asshole. It’s crazy. And I’ve got a second book diving deeper into some of the concepts. Um, already on the go, and you’ll laugh at this stone. The most productive space for me to write is sitting in an airplane airport gate.

Stone Payton: Wow.

Kerri Burchill: Yeah. So just learned a ton of stuff about myself that I just did not know. So I’m doing all these keynotes and traveling a little more than I might like. And I thought, well, I’ve got to make productive use of this time. It turns out that I can just I can just crank out stuff waiting for an airplane.

Stone Payton: I would think having the book, doing the keynote work, appearing on on media platforms where you kind of share your story and promote your, your work or promote the work. Uh, that’s got to really lend itself, again to the authority and the credibility. So when people do meet you in a variety of different ways, maybe they didn’t. Maybe you don’t get business from being out there in the social channels, but then they turn around and go, oh, I’m gonna go check this Carey chick out, right? And then they’re like, oh, okay. She’s. Yeah, like. Like what? I guess my question is, what has the book done for you? It sounds like it’s clearly serving other people, but it sounds like it served you as well to do it. Yeah.

Kerri Burchill: Yeah, absolutely. You know, just slowing down the theme to write the book and organize it and the vulnerability of asking my, you know, inside circle to just don’t hold back, give me feedback. All of that has been really validating and stretching. And, you know, when I, when I speak or, you know, give people the book, they buy the book. I’m looking at Amazon royalties. Like all of that just is, is so humbling to me because it is just simply about helping people navigate the messiness of leadership today. And that’s my that’s my big goal.

Stone Payton: I bet you’re finding as you write, as you speak, as you facilitate, as you deliver the one on one work and the group work, I bet you find that doing the work while you are certainly serving them. I bet you continue just to solidify and crystallize your own thinking and explore new ideas. It’s it’s it’s a virtuous circle, my partner would call it.

Kerri Burchill: Yes it is. I’ve got a book club that I’m working with right now. And when I listen to them kind of talk through how they’re applying some of the concepts and wrestling with it, I mean, that’s that’s really a big impetus for book number two. Like I see where book number one introduces the concepts and goes over the ethical framework and the six steps. But I see the need for those really challenging employees or team members or bosses. You know what? What? Maybe not what, but how can some of the concepts in book number one leading out of the trap really lead into book number two, to really empower leaders more with those extra challenging circumstances that we all feel a bit paralyzed to deal with.

Stone Payton: It’s interesting that you mention the term book club, because one of the things I’m envisioning, while I certainly may get a tremendous amount of value from reading the book or listening to an audio version of it or visiting with you, I would think as a member of a of a management team or some department, if we were all reading the book in parallel, and then we gathered periodically to talk about how we are applying or questions we have about, you know, how that how that’s applying in Stone’s world that I’ll bet you that I’d be willing to bet that peer to peer exchange around this as a catalyst would be could be extremely powerful. Yeah.

Kerri Burchill: Absolutely. And it creates a shared language. Um, so, um, the groups that I’ve done book clubs with, they, they, they tell and come back and report to me that. No, we were spending in a meeting last week and we said, we’re spinning. And then they all laugh and they say, Kerry would be so proud of us. And so it’s powerful because there is a shared language. And then, you know, one of the big things that I, I hope I underscored in the book is that asshole behavior comes from a good place. You know, the employee that’s kind of being a pain in the butt is is doing so because they care and they’re committed and they’re spinning and they don’t have a strategy to sort of manage that. And so it’s when book clubs come together, management teams and they read the book. It’s it takes away some of the blame that that can kind of creep in and gives people a safe place to sort of say, yeah, I’m not managing how much I care right now. And so that behavior wasn’t great. And the other person could be like, yeah, because you’re spinning, it’s okay. And you know, we it just gives a framework and some tools and language to neutralize what can be sort of blaming and judgy.

Stone Payton: So I don’t know when or how you find the time, but, um, passions, interest, pursuits outside the scope of the, of the work we’re talking about. You know, a lot of my listeners know that I like to hunt, fish and travel and introduce other people to out, you know, to the joys of outdoor, uh, living, if you will, anything you nerd out about like that.

Kerri Burchill: Yeah. Gosh, I, I love running. I’m currently nursing a tear in my hip so that I can do the Oslo, Norway either half or full marathon this fall. That’s super fun. And I recently joined a synchronized swimming club.

Stone Payton: Oh, my.

Kerri Burchill: Yeah. So never, ever done anything like that. Um, so learning and gosh, some people in my club are over 70. These women are exceptionally dynamic. So that’s a that’s a stretch for me. And I’ll tell you, synchronized swimming or artistic swimming, like they call it now is as much body as it is brain. If you can’t figure out your your surroundings upside down, you’ll lose the position. And so it’s really fascinating experience to just have your brain on fire while you’re trying to do these fun ballet flips and stuff. It’s crazy.

Stone Payton: So here’s my prediction. Just getting to know you a little bit and knowing how you have your your senses attuned to what’s going on around you. I’ll bet you if you haven’t already, you’re going to you’re going to learn things from that experience out, you know, in that world, and you’re going to turn around and at least speak on it. Say something in your keynote. It wouldn’t surprise me if you write a book, bring it to your consulting. That’s that happens, right? That kind of thing happens.

Kerri Burchill: Absolutely. There are tons of parallels with synchronized swimming and leadership. You bet.

Stone Payton: Well, I can I can see a lot of analogies with being upside down and losing your orientation.

Kerri Burchill: Already spinning.

Stone Payton: Uh, Kerry, before we wrap, I’d love to leave our listeners, if we could, with a I call them pro tips. Just something that you want to noodle on. Might be a do or a don’t or a good read, or just some things you’ve learned after, you know, maybe, you know, getting some scar tissue over the years and having some, some, uh, some success stories. And look, the number one pro tip around any of these topics is, uh, reach out and have a conversation with Kerry or somebody on her on her team. But, uh, yeah, let’s leave them a little something to chew on.

Kerri Burchill: All right. Two things that come to mind that I just sort of think as, as sort of themes in my work that will resonate for your audience, too. Number one, the do keep showing up because you never know when it’s going to blow up. So while work may seem slow, or you may be fretting about business like just be you and just keep showing up because your consistency will have it blow up one day. Second thing, you’re the whole package. So don’t start paying thousands of dollars for this program and that program and this service and that service and a million other things, because you feel a bit deficit, you’re the whole package, and you have the skills and the resources to rock whatever you want to do. And so really with a critical eye, engage in some of those extra programs that will make sense, but not all of them, and not as much as you think you need because you’re the whole package.

Stone Payton: I am so glad that I asked. That sounds like marvelous counsel. So what’s the best way for our listeners to continue to tap into your work, get their hands on this book, maybe have a more substantive conversation with you or or somebody on your team? Let’s let’s leave them with some coordinates.

Kerri Burchill: Yeah, absolutely. So everybody can find me@Kerri.com, and I have an asshole trap quiz. That’s two minutes and fun that people can take to kind of assess where they’re at in relation to the asshole trap. Yeah, I’m on LinkedIn, Facebook, Instagram.

Stone Payton: Well, Kerry, it has been an absolute delight having you on the show this evening. It’s a thank you for your insight, your perspective, but most of all, your enthusiasm and your in your heart for genuinely serving people and helping them, uh, escape the asshole.

Kerri Burchill: Yeah. Gosh, it’s two like minded people talking together, and you’ve just been an awesome host. Thank you.

Stone Payton: Well, it is absolutely my pleasure. All right, until next time. This is Stone Payton for our guest today, Kerry Burchill with North Star Coaching and everyone here at the Business RadioX family saying we’ll see you in the fast lane.

 

Tagged With: North Star Coaching

Celebrating Women of Color Business Owners: How Music Education Shapes Future Leaders

February 13, 2025 by angishields

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Women in Motion
Celebrating Women of Color Business Owners: How Music Education Shapes Future Leaders
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In this episode of Women in Motion, Lee Kantor talks with Sharon Shaheed, founder of Piano Play Music Systems. Sharon discusses her background in music education and the unique approach of her program, which starts teaching children as young as 19 months and involves parents in the learning process. She highlights the importance of patience, the role of technology, and the benefits of music education for children’s development. Sharon also addresses challenges in music programs and emphasizes community support. Her vision aims to empower children through music, fostering self-confidence, teamwork, and essential life skills.

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Sharon-ShaheedSharon Shaheed, the visionary Owner and Founder of “Piano Play Music Systems, Inc.,” is a highly qualified professional. She holds a Bachelor of Music Education degree from Xavier University in New Orleans, LA, and a Master in Music Performance degree from Southeastern Louisiana University in Hammond, LA. Her teaching career began at Southern Louisiana University, where she introduced innovative group piano classes to undergraduate students while pursuing her master’s degree.

After her graduation, Ms. Shaheed made a significant impact as an elementary music teacher in Tampa, Florida. Her contributions were instrumental in the revision of the Hillsborough County Elementary Music curriculum, leaving an indelible mark on the educational landscape.

In 1987, fueled by a passion for music education, she established Piano Play Music Systems, a pioneering business renowned for its educational piano methodology delivered in a classroom setting. In February 2002, Piano Play Music Systems became an S-Corporation residing in Sherman Oaks, California. In 2017, Ms. Shaheed opened a secondary location in Pasadena, California.

Ms. Shaheed, the creative force behind the “Theory-based” method, is the author and designer of the PPMS Books, which are crafted for teaching group piano classes to children as young as 19 months. Her overarching goal is to impart a quality, comprehensive teaching methodology and educational products that make learning music a joyful and nurturing experience for children.

Connect with Sharon on LinkedIn and follow Piano Play Music Systems on X and Facebook.

Music Provided by M PATH MUSIC

Transcript-iconThis transcript is machine transcribed by Sonix

 

TRANSCRIPT

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

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

Sharon Shaheed: Hello. How are you guys doing?

Lee Kantor: We are doing great. I am so excited to learn what you’re up to, tell us about Piano Play Music Systems. How are you serving folks?

Sharon Shaheed: Piano Play Music Systems is a music educational program that starts kids on a journey for learning music at the ages of 19 months on up. What makes us kind of different from other music programs, we also start this journey with parents. So, the journey is not just only with kids, but parents along with their kids are also on this journey to learn music.

Lee Kantor: So, what’s your backstory? Have you always been involved in this line of work?

Sharon Shaheed: You know, it kind of comes through family generational learning. Both my parents were music educational people. They worked in the school system. And my grandmother was actually a music teacher as well for the community. So, it’s kind of like in the background of my life, yes.

Lee Kantor: So, what kind of got you focused in on kids?

Sharon Shaheed: Well, when I came out here to California from Florida, I wanted actually to kind of pursue my first love, which is songwriting and trying to pay for bills in California, which is kind of expensive coming from Florida. So, I got involved with a children’s program that taught music, and it kind of fell from there, kind of saw the curriculum of what they were doing and thought of how could I expand that idea to make it a little bit more nurturing and more enjoyable for kids. So, that’s when I decided to use my songwriting background, my music educational background, and kind of discover and write these books that I did for the children that I would use at Piano Play Music Systems now.

Lee Kantor: So, how did you get your first clients?

Sharon Shaheed: Well, luckily, it kind of happened not expectedly. The program that I was with went bankrupt, and so the clients that I had developed through that program, I just kind of integrated to my program. And from there, we just kind of took off. You know, it kind of went from one group studio and then became my studio, so I didn’t really have to advertise, as you would say, but I still do. But word of mouth from those parents kind of helped me develop my program that I have now.

Lee Kantor: Is there anything different about your program than maybe some of the more traditional educational ways people teach piano and music?

Sharon Shaheed: I think so. I really do think so. One of the things I wanted to bring in was cultural learning. Learning of different cultural songs and making sure kids understood that background. Also, I wanted to focus on having kids to understand how important it is not only to learn music, but to build their character, understanding of self-empowerment, to also work with teamwork, how to work with a team of kids, a team of people, problem solving and stuff, problem solving overall in their learning, and how music can be integrated with their studies and how that works.

Sharon Shaheed: So, my program is built on stories. We tell stories and we have stories that are related to the songs. And then from there, they learn how to not only play, they do ear training, we do theory, and we do performances. And of course, as I said before, when I started, parents are also asked to participate, so they’re learning, too, so they understand what kind of challenges that their kids are going through by the challenges that they have to do in learning music. So, I think that’s what puts us over the differences between other schools, parents have to participate and learn as well.

Lee Kantor: Now, do you find that, like, piano, is that something that anybody could learn if they have the right teacher? Or is it just some people are just kind of musically inclined?

Sharon Shaheed: What I want to erase in everybody’s idea is that everyone’s talented. It’s how you basically introduce it to a person. Everyone has certain disabilities when they’re learning, and some people don’t. I mean, certain people have challenges, and certain people have other areas that they don’t have challenges in. But the challenges other people have become something that another person can appreciate. And another person’s challenges can be appreciated and learned by someone else’s.

Sharon Shaheed: So, everyone has the ability to learn music. They just have to get the patience. That’s is the hardest thing, learning patience through learning anything. Some things don’t come as easy, but if you learn how to do it differently, for instance, in our classes, you don’t just sit at the piano. We play games, physical games where you have to kind of step on the keyboard on the floor, and kind of learn through body movements, body language.

Sharon Shaheed: Singing, we do a lot of singing in class so kids can learn and parents can learn through singing. A lot of people have good ears. A lot of people have can learn music quicker through the ears, and some people don’t learn through the ears. We incorporate ear training.

Sharon Shaheed: So, we do a variety of learning skills so everyone can take their challenges and make them strengths, and their strengths become other people’s challenges. And so, that’s the kind of balance that we really work towards in our learning and our programs.

Lee Kantor: Now, what kind of is the the reason most kids get into music? Is it the parents are saying, “Hey, this is important. We want you to be part of this”? Or the kid is kind of raising their hand and saying, “Hey, I want to learn how to do this.” Is it driven by the child or is it driven by the parent mostly?

Sharon Shaheed: It’s kind of both sometimes. Times have changed so much in terms of the way we view education. I think parents do see piano as being important or music overall being important in children’s lives, whether they can afford it or not. I think they look at it as being a creative aspect of a child’s development. And children look at it as being “I want to learn piano. I want to learn music because it sounds good.” So, it can be both scenarios, both parents wanting the kid or sometimes the kids wanting it themselves.

Sharon Shaheed: But the overall experience is, is that once they get into it, that’s when the challenges come. Do I still want to learn this information that I thought was fun? Or do I still want my child to be creative when it’s really challenging in terms of it’s not just fun and creative, but it involves time, and that sometimes is not always exciting. It’s not a quick learned activity.

Lee Kantor: So, how long does it take an average person to kind of get good enough that they get kind of hooked?

Sharon Shaheed: You know, everything is based on how much you practice. Everything. How good a driver are you? It depends on how much you drive. And even then, how much you pay attention to details. How good of a business person are you? It depends on how much time are you involved in the business and all the aspects of what you’re learning to be better at that business. So, how much you are involved and how much interest you’re involved in, that makes the timing of how a person’s going to develop. It’s not how talented they are. It’s how much time they put into that information that they want to get out of.

Lee Kantor: So, there’s no shortcut on this. Like, it’s one of those things where if you want to be good at it, you better be investing some time into it.

Sharon Shaheed: Yes. And don’t you want to be invested in anything that you want to be good at? How good the job that you do, how much investment do you do? The more investment you do on your job, the more steady you do on your job, the more open you are to learn about the differences and the things that you can create, that’s how good you are.

Sharon Shaheed: And that’s the whole kind of the process of learning this at such a young age is to get the child to understand that you can be good at anything. It’s just are you willing to sacrifice in terms of getting good at? You know, the time, the mental development, the study, the overall mistakes that you do and finding those mistakes are not really mistakes, but they are just growth intervals in your life. So, yes, I think that’s really very important for kids to understand and parents to understand that it’s not an easy thing.

Lee Kantor: Now, in a lot of schools, they’ve been cutting music and art programs, do you find that in the case in California where you’re at, where this kind of in some ways is an opportunity for firms like yours to really help the parents and the children who want to learn music?

Sharon Shaheed: I think they’re cutting the programs because they’re looking at it as being a creative program. And it is also a creative program, but it’s also helping the child in a lot of areas that they are not really focused on. California is very lucky because we do still have music in the schools, but it’s not necessarily a program that they are pushing for every kid to have.

Sharon Shaheed: And so, the financial burden that most parents have to go to private industries like myself is what I’m hoping to change. I think everyone should have the opportunity to have music or have an ability to study music, not for the creative side, but for the approach of education, of learning certain things like to strengthen their attention spans, to organize their task, how to put things in organizational task learning, how to be not so distracted in learning, being able to focus on a lot of things that school kind of tends to have problems with.

Sharon Shaheed: So, using music as a tool to help balance those certain areas and everybody’s learning, and especially kids when they’re in school, I think that’s what the attention should be on why you should have music in school, not only for the musicality of a child, but to help them to learn the difficulties that a lot of kids are having in learning subjects overall.

Lee Kantor: Right. I think that a lot of times we miss out because you can’t kind of quantify it like you can in a math score. This is more of an intangible, but it helps in a lot of ways that it’s harder to measure maybe directly, but I think there’s a tremendous benefit in having a child learn something like music that can spill over into other aspects of their learning day.

Sharon Shaheed: I totally agree with you, totally agree with you. And the more we get into technology and changing that way of learning, kids aren’t having that hands-on opportunity to develop. You know, everything is spontaneously having to learn. They are forgetting the patience that it takes to learn.

Sharon Shaheed: And the good thing about music, you’re not graded on how great you are. You’re pretty much graded on the mistakes that you can learn to fix. That’s how you become good. Like you take a score in math, if you make a mistake in math, that’s your grade. But if you make a mistake in music, the most important thing is how can you fix that mistake and learn from that mistake. So, you’re not necessarily graded on the mistakes you made, but you’re graded on how you can improve those mistakes that you made.

Sharon Shaheed: And I think that’s one of the things that has to be kind of looked upon as being important, building a child’s self-confidence and self-empowerment, not through the mistakes that they make, but generating the idea that mistakes can be good because it’s a learning opportunity to figure out what you did wrong, or how to improve that learning aspect of what you’re trying to do.

Lee Kantor: Now, you mentioned technology a little earlier, is there a way that you can leverage technology when you’re teaching the piano?

Sharon Shaheed: Oh, totally. Piano engages in all kind of aspects of defining the strategies, how to depict strategies and understand certain ways of communicating that strategy into making it creative and stuff. We’re working on changing the subject a little bit, but we’re trying to use our music program to change it into an app for kids to learn how to play music through an app. So, which might be a little cheaper and more advantageous for parents to be involved in if they can’t physically come to your location or physically pay for a lot of the things that tends to be a lot of problems.

Sharon Shaheed: But using technology to discover music through an application of an e-learning program that they can kind of at least get started in learning. So, trying to use our program to kind of gear out to try to work certain things that both the kids can use at home or maybe in the school system. So, that’s one of our biggest goals that we’re working on right now, technology, how technology can be used to help kids creatively learn and still have this opportunity to work through their education process.

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

Sharon Shaheed: You know, I tend to be kind of not engaged in learning socially what’s happening with other community businesses and stuff, so being a part of the program now has allowed me to not only get my program out into other communities, other businesses, but to also see how their businesses are being challenged too.

Sharon Shaheed: I think through COVID, I mean, there was a lot of growth in learning about my business and also seeing other businesses struggle, and what are they doing to do to change their businesses and improve their businesses’ awareness. And so, I think that has been the biggest thing, reaching out to the community of businesses run by women, run by different areas in the businesses, different types of businesses, and try to find out their challenges and kind of figure out what their challenges could do to help me improve my problems, too, as well.

Lee Kantor: Now, your business has grown to be one of the largest, I think, privately owned music schools in Southern California. Has there been anything that you can look back to and say, “You know what? That was super rewarding. I know I’m making an impact.”

Sharon Shaheed: You know, when you see your students graduate from high school and go to college and do really well in college and come back and start giving back into the community, I think that’s one of the biggest things that I feel honored to have been a part of. Seeing the changes in the child. Seeing children progress from not knowing how to empower themselves to seeing them empowering themselves, I think that’s one of the biggest reasons why I’m still doing this is because of the fact that I see a lot of good that we do with our programs at Piano Play.

Lee Kantor: So, what do you need more of? How can we help you? Do you need more students? Do you need more school systems to talk to? What could we be doing to help you?

Sharon Shaheed: We always need more students in terms of helping our business financially to grow. But I think the biggest thing is trying to change the mindset of our community to see why music is important, to change it and to have them understand that it’s not only about being creative and talented, because we are all talented in different areas, and to study music is not to develop the creativity of a musicality mentality, but to develop the empowerment of who that person is and how they can use what they have learned in music, and use it and to diverse themselves into anything that they love to do. I think that is the message that I want to bring to the community, that music is very important.

Sharon Shaheed: My program that I teach at Piano Play is possibly the most important program because it starts at such a young age, at 19 months, and that it involves, again, the parents learning that child’s ability to develop while they’re developing with their child, and I think that’s what makes us different.

Sharon Shaheed: So, to get the word out about my program and how it can help the child as well as the parent in learning the importance of their growth, not necessarily the musical growth, that’s going to happen anyway, but just how the child is going to be empowered, feel successful in making mistakes, learning how to work with other kids, being team players, being creative in their own little ways, finding who they are through the process of learning music. So, yeah, I think that’s one of the biggest messages I would like to send out to the community.

Lee Kantor: Now, if somebody wants to learn more, have a more substantive conversation with you or somebody on the team, what is the website? What’s the best way to connect? Maybe social media?

Sharon Shaheed: Okay. So, we have a website at www.pianoplaymusic.com. You also can email us at info, I-N-F-O, @pianoplaymusic.com. We have a Facebook page at Piano Play Music Facebook page. And you can kind of reach out to get us there, our direct number at our business is 818-789-6110.

Sharon Shaheed: We have a great team of teachers. We have six teachers on staff, including myself, and we have two office managers, and we’ve been in business for over 37 years, so we are pretty well-developed in the community and willing to open our hearts to help anyone to figure out where directions that they would like to go with their child in a music educational setting.

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

Sharon Shaheed: Well, thank you, Lee Kantor, for having me here. Without you, I wouldn’t be able to express myself on how much I love what I do.

Lee Kantor: Well, it definitely comes across. Thank you again.

Sharon Shaheed: Thank you. Thank you, sir.

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

 

Tagged With: Piano Play Music Systems

Gaby Evers with GBF Translations and Colby Passman with Southwestern Advantage

February 13, 2025 by angishields

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Cherokee Business Radio
Gaby Evers with GBF Translations and Colby Passman with Southwestern Advantage
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Brought to you by Diesel David and Main Street Warriors

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Gaby-Evers-bwGaby Evers is the founder of GBF Translations, a Spanish translation and interpretation business based in Woodstock, GA.

With a strong background in immigration and medical fields, Gaby has years of experience helping individuals and businesses navigate the complexities of cross-cultural communication. She offers professional services in translation, interpretation, proofreading, and cultural consulting, ensuring that her clients’ messages are accurate, culturally relevant, and impactful.

Passionate about bridging language barriers, Gaby works with small businesses, organizations, and individuals who want to connect meaningfully with Spanish-speaking audiences. Her expertise includes reviewing and proofreading websites, marketing materials, and important documents to guarantee not only linguistic accuracy but also cultural resonance. GBF-Translations-logo

Whether it’s helping immigrants communicate their stories or assisting businesses in expanding their reach, Gaby brings a personalized, detail-oriented approach to every project.Gaby’s mission is to bridge language gaps and ensure everyone has a voice.

When she’s not working on translations or consulting with clients, she’s often exploring new ways to serve her community or strategizing creative solutions to make language accessible to all.

Follow GBF Translations on LinkedIn.

Colby-Passman-bwColby Passman is a graduate of The University of Mississippi in Integrated Marketing Communications with a minor in Business. He’s a top salesperson and team leader for Southwestern Advantage.

During his five years with the company, he’s grown his business as a freshman to now producing over $260,000/yr in revenue.

While in college, Colby served as the founding President of the Public Relations Students Society of America (PRSSA) at Ole Miss.

Colby enjoys playing guitar, mountain biking, and watching Ole Miss athletics in his free time.

Connect with Colby on LinkedIn.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

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

Stone Payton: Welcome to another exciting and informative edition of Cherokee Business Radio. Stone Payton here with you this morning, and today’s episode is brought to you in part by our Community Partner program, the Business RadioX Main Street Warriors Defending Capitalism, promoting small business, and supporting our local community. For more information, go to. Main Street Warriors and a special note of thanks to our title sponsor for the Cherokee chapter of Main Street Warriors Diesel David, Inc. Please go check them out at diesel david.com. You guys are in for a real treat. We’ve got a couple of guests this morning. But first up on Cherokee Business Radio, please join me in welcoming to the broadcast with Southwestern Advantage organizational field leader, Colby Passman. How are you, man?

Colby Passman: Stone, this is so much fun. I’m really happy to be here.

Stone Payton: Well, I love it. It beats the heck out of working. I get to visit with interesting people who are passionate about the work that they’re doing. I want to learn so much about who you’re serving, why you’re you’re doing it, and how. But let’s open up with a bit of a picture, a primer for me and our listeners. Mission. Purpose. What are you and your team really out there trying to do for folks, man.

Colby Passman: Yeah, absolutely. So, um, personally, in my life, I feel I feel called to, to create leaders. Um, the my company’s mission statement. That’s a big reason why why I work there. And the mission is to be the best company in the world at developing skills and character to help young people achieve their goals in life. So the company, southwestern, it’s been around for 160 years. It’s the oldest internship in the nation. And what we figured is that if we want to be the best at developing skills and character. So basically, to achieve personal growth, the only way to to grow is by stepping outside of your comfort zone. So the summer internship that I get to recruit for it is known as the Navy Seals of College Internships. It’s definitely the hardest thing I’ve done up to this point in my life, but one thing that gets me through is it won’t be harder than marriage, right?

Stone Payton: Maybe. So. You have personally participated in the intern program, and now you are, uh, leading recruiting for this thing?

Colby Passman: Yeah. Yeah, I started my freshman year. Um, I use it to pay my way through college, so was able to graduate from Ole Miss debt free.

Stone Payton: Um, really mamas proud.

Colby Passman: So.

Stone Payton: Oh, yeah. Oh, we gotta swing back around and figure out how you how you did that. Because that’s huge. So at this point of your career and I know it’s a, you know, a little longer in the tooth than our guest here this morning. It’s, uh. But you have a career now. What’s the what’s the most rewarding, man? What’s the most fun about it for you these days?

Colby Passman: Yeah, man, it truly checks all the boxes in terms of, you know, entrepreneurial with the flexibility of schedule. And, um, I always say money’s not the most important, but it’s definitely top five. Um, for me, Stone, it’s truly the impact. I mean, outside of, um, you know, being a Christian and choosing to serve the Lord. Um, you know, working with this company, it’s been the best decision. Also the most impactful decision in my life. So the fact that I can extend that impact to others through this really challenging, um, sounds cliche, but truly a life changing Experience. Um, that’s what fires me up and gets me out of bed in the morning.

Stone Payton: So what is a day in the life of Colby? Like? I know you shared with us before we came on air that you’re about to take a trip and go to this career fair, but what’s a maybe typical is not even a good word. But what’s a typical day week look like for you?

Colby Passman: Yeah. Typical. Yeah, it’s always changing. So I definitely do travel a lot. Um, yeah. I mean, the goal is to to wake up at 5 a.m., go, um, go straight to the gym in the morning. So I’ve been doing pretty good about that recently. Um, I cook my own meals. I take cold showers every morning because it keeps me disciplined and start starting my day getting outside of my comfort zone. Um, but, yeah, I mean, in terms of recruiting, um, prospecting can look, um, it can look different for different weeks. Sometimes I’ll like for, for today example, I actually have a meeting right after this with the president of, um, the real estate club at Kennesaw State. And the goal and what I expect is that, um, she’ll have me as a as a guest speaker. I have a speaker bio and I speak to different clubs, so that’s one kind of recruiting method. I do career fairs and basically with all the names that I gather up, I’ll, I’ll call them and then send them some informational videos and interview kids and the kids I select for my team, I, I train them until, until May when the summer starts. And that’s kind of that’s kind of like like football season, so to speak.

Stone Payton: And so what does that process look like? Uh, a kid, you, you find a kid at a career fair or through a university system like that, or however you find them and you’re having that initial conversation. I know you have these group presentations, but when you’re sitting down with with a kid, uh, how does that conversation go? Walk us through that a little bit.

Colby Passman: Yeah, that’s that’s a really good question. And, um, you know, with the the degree of challenge of the internship, I don’t really view myself as someone that’s necessarily like hiring people, but instead, since it’s entrepreneurial, you You know, um, if a student comes and works for me with the summer, I’m also working for them. So at the end of the day, I’m really just looking to form a partnership. More of a business partner, someone to do life with. And, um, it all comes back to the personal growth. So of course, with the conversations, I have a lot of it. With it being an internship is about career goals and how this could help them professionally, but more so what fires me up and and the main reason why so many students will do this is because they just have a burning desire to become the best version of themselves. So a lot of times I’m asking questions like, you know, let’s say 60, 70 years from now at your funeral and, you know, grandkids and coworkers and, you know, all your friends are there, how do you want to be remembered? You know, when when people are talking about you and someone comes up and gives the eulogy? What specific character traits are they going to use to describe you and those character traits they talk about? I tell them that’s what this summer internship is for, whether it’s integrity or Integrity or perseverance or empathy or, you know, love, reliable, you name it, growing in those areas. That’s that’s what this internship is for.

Stone Payton: And so what can an intern expect to, uh, to, to see and hear and do over the course of this thing?

Colby Passman: Yeah. I mean, in terms of expectation, expect to fail a ton, expect to fail a ton and to get rejected. The, um, the way we go about accomplishing our mission is teaching students how to start their own miniature franchise over the summer. So it’s kind of like starting a chick fil A. So we give students a product to sell and the product that we’ve we’ve been selling for 160 years. It’s educational material for families, um, families with kids in school as well as, um, biblical material and then, um, a leadership program. But our students, they, um, you know, we’ll knock on doors, we’ll do social media marketing, what we manage all of our own accounting and product delivery. Pretty much the full blueprint of running a business. And on average, students work about 80 hours a week for 12 weeks straight. I mean, it is like entrepreneurship bootcamp.

Stone Payton: Wow. So mentors along the way. I know the answer to this has to be yes just by virtue of what you’ve described already. But can you speak to the role of of mentors in your life so far as as they’ve helped you navigate this, this terrain? It’s got you’ve probably had some tremendous experiences in that regard.

Colby Passman: I truly have. And if you look at the alumni network of, you know, people that did southwestern when they were in college, I mean, just to name a couple. Mike Johnson, who’s, you know, the speaker of the House of Representatives, did this for four summers when he was in college and actually came to our company’s headquarters in February and gave a live keynote. I couldn’t make it for that. I was living in Austin, Texas at the time, but a lot of my friends got pictures with him. We’ve had seven former governors, including the current governor of Oklahoma right now, multiple people on the Forbes list, including John Yarbrough, who created the algorithm that makes slot machines turn. Oh, my. It’s insane. I mean, the people that do this job are truly movers and shakers. But in terms of my personal experience with mentorship, I’ve been told that you want to you want to put yourself in three buckets, one where you’re seeking mentorship from someone else, one where you’re you get to run that race with other people. And then the last bucket is being in a position where you can pour into others. And through this job, I’ve just been able to have my two feet firmly planted in all three of those roles.

Stone Payton: Okay, you got to talk to us about graduating debt free. I am operating under the impression that being a part of this thing of yours. Oh, yeah, it was a huge. It was a huge contributor to that. Yeah.

Colby Passman: Yeah. I mean, this this past summer, the the average intern made right at $12,000 for their work done over 12 weeks. So.

Stone Payton: Wow.

Colby Passman: It’s crazy. And our averages have gone up over the the years since my first summer. But I made about $10,000 working in Alabama. My first summer doing this, I made about 20 grand in South Carolina. My second summer went up to Michigan. After my junior year of college. I made about 30 grand and then made another 30 grand in Illinois after my senior year. So over the course of four four summers in college, I made about $90,000.

Stone Payton: That’s impressive.

Colby Passman: Yeah.

Stone Payton: So what’s next for you? You’re going to continue to expand your reach. Is this a, I guess, to be like a launching pad for a, for a different type of career, or do you really know yet?

Colby Passman: Yeah. I mean, specifically, no. I mean, my goal is to always be in the entrepreneurship realm. I’d love to to always have southwestern as a source of income and then, um, be able to sustain, um, a good amount of money with, you know, less amount of time and then start, start new business adventures. But, um, truthfully, Stone, I’m just gonna, you know, be obedient to the Lord. And, you know, if he tells me to go somewhere else, then. Then I’m gone. And if not, then I’ll. I’ll stay here for a while.

Stone Payton: But this presents the flexibility to to serve in that capacity and run another business or pursue other entrepreneurial ventures.

Colby Passman: Yeah it does.

Stone Payton: Wow, man. Sounds like a good deal.

Colby Passman: Yeah, I’m really thankful for it.

Stone Payton: So I don’t know when or when or how you find the the time, but, uh, passions, pursuits, interests outside the scope of this of this work. My listeners know that I like to hunt, fish and travel. Yeah, it’s pretty common knowledge now. Uh, that that passion for the outdoors has, uh, has launched a project to build out a boat, uh, that’s wheelchair accessible so that we can get disabled vets and people with mobility issues out enjoying the outdoors, fishing and cruising and all that. So, uh, everybody, at least in Cherokee County, knows what stone’s up to. Anything you nerd out about outside the scope of this, uh. This work.

Colby Passman: Oh, man. I like to do for having fun. That’s a great question. Um, man, I love playing guitar. I’ve been playing guitar since a young age, so that’s definitely a big part of, uh, of my identity, I would say. Um. Love travel. Love outdoors. Backpacking. Um, yeah, I, I’m trying to think if there’s any, like, weirdly authentic things that I like to do, but, um. Yeah. Big music, big outdoors, and that’s that’s pretty much it.

Stone Payton: Well, it sounds like you could still hang out with us. You don’t have to be in a wheelchair to get on on the SS freedom. That’s the. The name of the project is SS Freedom Adventure for all. Uh, but, uh, you know, there’s plenty of us that are not in wheelchairs that are going to be enjoying it, too. So it sounds like we can hang out. Sounds like you would enjoy boating and fishing and all that stuff.

Colby Passman: I’d be happy to hang out anytime with you.

Stone Payton: All right, so let’s go back to this intern program and break it down a little bit. Um, how would you describe, like, who would be a really good fit for something like this? And what are some maybe yellow flags or red flags or like, hey, this might be a nice person, but this is not the right program for them, you know?

Colby Passman: Yeah, I think the biggest thing for me is just people that are competitive, you know, um, get it? That definitely isn’t a factor. I was never the biggest fan of school myself. Um, hence pursuing entrepreneurship. Right? But yeah, people that are competitive, I mean, I, I, alongside everyone else, um, truly view this job as, as a sport, you know, so someone that can just really get excited about about doing the hard things. I would say not only that, but people that just don’t want to don’t want to be average in life. Um, I mean, this job, like I mentioned, it’s the hardest thing I’ve done up to this point in my life. So it definitely takes a lot of drive and ambition to really embrace yourself of 12 weeks straight of delayed gratification.

Stone Payton: Um, you spoke earlier about failure as, uh, that’s just that’s part of it. Can you speak more to that personal experience and philosophy, apparently, of the of the organization and what you try to teach these kids about falling down and getting back up?

Colby Passman: Yeah, man. Thanks so much for asking. Um, I mean, just just some, some stats that I had on my resume after my first summer of doing this, I gave, um, 3500 cold calls all in person, all in a different state to complete strangers I’d never met before in my life. Um, 3500. I gave probably 800, um, selling presentations. So those are people that were open minded enough to say, yeah, just let me let me listen to it. And then within that I probably had about 200 customers. So on average, I mean, my first summer doing this, I probably talked about 50, 50 strangers a day and pitched myself on the idea of spending a couple minutes to to hear my sales pitch. I’d probably have about, you know, 10 to 12 a day do that and maybe 2 or 2 or 3 customers within that. So I’m getting told no close to 40 times a day. Wow. Or more than that. I call it vitamin no a little bit. Every day is good for you.

Stone Payton: Vitamin? No, I like that. You’re going to hear that again. I’m going to use that.

Colby Passman: Yeah. Copy it. Um, but at the same time, Stone, that’s one thing that, um, made me kind of fearful before going into this, um, because I didn’t like failure. I’ve always been a perfectionist. I was really good at sports and the best one on my team, and just had a lot of success from a young age in high school, middle school, things like that. But at the same time, I realized that, you know, while I hate getting rejected, it gets under my skin and I take it personally and I just do not like failure whatsoever. This isn’t something that I want to always struggle with, so to speak. So I’m sure you’re probably familiar with exposure therapy, which is if you’re scared of something, the best way to get over that is just to just to do it. So, um, I kind of viewed this my first summer as a 12 week investment of just facing all of my fears. So then that way when I’m 30 and married and have two little kids, their dad is just a complete total stud who’s not not afraid of failure or rejection anymore.

Stone Payton: Yeah. All right, so if I’m a kid in this program, I’m going out there, I’m getting a little scar tissue. I’m getting good at the presentation. I’m sure at some point, uh, am I am I coming back to home base and getting a little bit of a recharge, and I’m able to communicate back and forth and get some direction before I have to shake the dust off and, uh, or the blood off and march back out there.

Colby Passman: Yeah. Yeah. Thanks for asking. I mean, we could not do this job without accountability. So, yeah, I mean, every single day, our students, they track all of their stats with how many prospects they talk to, how many sit down customers, um, you know, the amount they, they bought from them, so on and so forth. But we track all of our stats, and every single night we have about a 10 to 15 minute long coaching call. And we we coach based off of the stats, you know, because the data doesn’t lie. So we’ll do that every single night for 72 days straight all summer long. And we don’t work on Sundays. So Sunday will have a 4 to 5 hour meeting where we’ll give some general coaching based on the group’s needs as a whole. But then within that we have what’s called a PC. We call it a personal conference. So for about 30 minutes, each one of our first year students would sit down with one of the experienced people, like me or another person, for about 30 minutes, look at their numbers, look at how they’ve been doing with marketing, checking their business expenses. I mean, just really hands on into the detail coaching.

Stone Payton: And so they’re looking at expenses in the whole thing. So they really are running a business. It’s not just like go out there and you be the sales rep for my thing. They really it’s well I think you used the word franchisors. They’re they’re basically out there running their own thing.

Colby Passman: Yeah. Essentially. I mean our students are ten, 99. Every penny they spend over the summer is, you know, a business expense.

Stone Payton: Right, right. I love it. I mean, I can see why it’s. You characterize it as the Navy Seals of, uh, of internships.

Colby Passman: Yeah. I mean, it is not for the faint of heart, but, uh, I love it. It fires me up.

Stone Payton: So, based on that experience, I want to ask you this first. Tell me more about the people they are. They are serving who they are selling the product and service to. Who is their prospect?

Colby Passman: Yeah, that’s a that’s a good question in terms of families over the summer. I mean, short answer is just anyone that that has kids, you know, because we have, um, you know, some, some early learning products for families with babies like, you know, learning books and like, fun educational apps to get kids really excited about learning.

Stone Payton: Mhm.

Colby Passman: And then for the older kids, we have products that are kind of like SparkNotes or CliffsNotes that are just designed to save kids a ton of time with schoolwork. So the kids that hate school, that don’t want anything to do with it, they love it because they get their homework done easier, and the kids that have really high goals that excel, they’re usually the ones that are busy with sports and other extracurriculars. They really like this because they study a lot, and then they get their work done easier. And at the same time, we have Act and SAT prep alongside some material that helps with AP exams.

Stone Payton: Nice. All right, before we wrap up, I’d love to leave our listeners if we could both with, I call them pro tips. Right. Just a couple of things to to to noodle on. Be thinking about do or don’t. And as a product of what you’ve learned so far and maybe in the vein of kind of both sides of the table, if, if you you’re young, you have some aspirations about doing your own thing. You really are willing to put yourself through the ringer a little bit, as it were. But maybe also for those of us who may want to create something to serve a constituency like that. What should we do be doing in terms of creating a, you know, a program around, you know, like the Business RadioX Youth academy. You know, like, if we really wanted to help people. Like, what have you learned? Um, so a pro tip or two just for people to be thinking about and look, number one pro tip, guys, is reach out and talk to Colby, and we’ll make sure we get his contact info here in a little bit. But something to be thinking about.

Colby Passman: Yeah. Thanks, man. I can answer that a million different ways truthfully, but, um, and the book, The Seven Habits of Highly Effective People, Stephen Covey, he talks about, um, private victories, perceived public victories. So, you know, I think, um, in terms of, you know, building momentum, obviously, you know, the hardest step is just taking the first step. I, um, I heard the other day that every mile begins with a step, and it’s so true, but in terms of, um, of. Yeah, just building that momentum. I mean, the reason why I’m, you know, waking up and going going to the gym at 5 a.m. and, you know, taking cold showers and just truthfully doing everything I can to put myself outside of my comfort zone is because I know that I can’t excel in work and excel with creativity or really anything if I’m not taking care of of my inside. You know, if if that makes sense.

Stone Payton: It does. And part of what I’ve drawn from the conversation, as someone who would like to invest in young aspiring entrepreneurs is, um, you got to give them some room to, to to scrape their knee a little bit. And then when they come back, you know, maybe have the discipline and the rigor and put the responsibility on them to, to not only absorb the lesson, but to return the learning to the organization so that everyone can can benefit from it, but create that environment where it’s, uh, it’s okay to fail, you know? Now, if you keep making the same mistake over and over and over, then you might need to free up your future. Right. But but if it, uh. I mean, so that’s what I’m taking for the for my. And look, this is a great way to get some really good coaching insight from people who are very well accomplished in their domain. Uh, free. Get yourself a radio show. You invite smart, passionate people in the studio, and they teach you a lot.

Colby Passman: Yeah, I love that stone. And I guess the, uh, as we’re wrapping up, the last thing I want to say, um, whether you’re Christian or not, I mean, there’s so much value in in what I’m about to share. And this is, um, I hold this this, you know, these next couple sentences more dear to my heart than anything. Um, this is my favorite quote ever. It comes from the book of James verse. It’s chapter one, verses two through four. He says, consider it pure joy when you face trials, because the testing of your faith produces perseverance. So let perseverance finish its work so you can be made mature and complete, not lacking in anything. And basically what that means to me is no matter how we slice it, the obstacle is the way. You know everything that we want to accomplish in life. It’s truly on the other side of fear and what’s holding us back. There’s so many analogies for it. You know, diamonds are formed under pressure. And, you know, I mean, if you want to make a sword, the process of that is you stick it through the fire and you beat it up, and the finished product is you have this beautiful, just really sharp, high quality, just work of art, really nice weapon. And, uh, that’s pretty much what the summer program is. And that’s just how I live my life. Um, you know, the obstacle is the way.

Stone Payton: The only regret you have left me with this morning is I wish I would have turned on the video, because I would love for our listeners to see the youthful face that just shared that incredibly mature wisdom, not only articulate, but right on target. That is marvelous. All right. What’s the best way for our listeners? To learn more, tap into your work website, LinkedIn, whatever you think is appropriate. But I want to make sure they have some coordinates to connect.

Colby Passman: Man, I give my phone number.

Stone Payton: Yeah, absolutely.

Colby Passman: All right. Cool. Yeah. Cell phone number is 601 443 1488. That’s my cell phone number. That’d be the best way. I mean, of course I have an email, which is C passman@southwestern.com. Um, I’m actually giving up social media for 2025. That’s my.

Stone Payton: Oh.

Colby Passman: My that’s my thing for the year. And it’s it’s been so fruitful up to this point. It’s been I can’t recommend that enough. But I am on LinkedIn. So Colby Passman and uh, I guess outside of those three methods, I’m, I’m pretty much rogue, unless you want to write me a letter.

Stone Payton: No. Colby is easy to get to and easy to talk with. I guarantee you. Well, this has been marvelous. Hey, how about hanging out with us while we visit with our next guest?

Colby Passman: Uh, that’s exactly what I want to do, stone.

Stone Payton: Perfect. All right, next up on Cherokee Business Radio. We have with us with GBF Translations, Gaby Evers. How you doing?

Gaby Evers: Oh, I’m doing all right. How are you?

Stone Payton: I’m doing well. And I’ll just apologize. That’s that’s a tough act to follow.

Gaby Evers: I know I don’t wake up at six in the morning or five, so I’m already apologizing in advance.

Stone Payton: So GBF translations. Mission. Purpose. Uh, tell us about the work.

Gaby Evers: Um, so basically, working with small businesses, um, trying to bridge that gap. Um, so the Spanish speaking community can be reached, um, not only by, you know, small businesses trying to work with them, but also, you know, small businesses themselves. Um, because, um, a professional translation is different that someone just being bilingual. Um, I have worked with other bilingual people who have their small business, but they need that professional, you know, touch.

Stone Payton: Yeah. Well, I want to talk more about the virtues of a professional translation, as opposed to some of the other things that, uh, we might be tempted to to lean into, but. How did you get started? What were you doing before this?

Gaby Evers: Well, I mean, I’ve been translating and interpreting since I was in elementary school, so I’m originally from Mexico. So when I taught myself English in elementary school, I sort of became the go to person for parent teacher conferences, not only for my family, but for others. So it just was something that I did. And then, as you know, I went to school and college and started working in corporate America. It was just something that I started to do, you know, in a more professional level. Um, I think the joke is always, you think you know, Spanish until you have to translate or interpret like a business document or a legal document, and then all of a sudden you’re like, do I actually know this language? Um, so when I started to sort of learn that, um, aspect of it. Um, I was doing, um, I worked at law firms. I worked, um, with, um, within the medical field. Uh, at some point I was freelancing and doing, um, translations and interpretations through agencies. Um, but I learned that I wanted to be the one who decided what projects I could invest in and who I could work with. Um, when I moved to Woodstock about two years ago, I saw the need, and it just sort of became, uh, a little something in the back of my mind, like, maybe I could do this. Maybe I could do this. And then this year, I was like, well, I just have to go for it, because if I don’t do it, I can’t, you know, I want to say that I did it. Whether this goes into a different direction, whether I fail or not, I want to say that I did it.

Stone Payton: So how has the transition been? I have to believe it’s had to be a little bit little bit intimidating coming from a corporate environment where there are maybe some more knowns. And now not only do you do you have to be a practitioner and be good at practicing the craft, but oh, by the way, you, uh, you got to run a business. You got to get to business, right? What’s that transition been like?

Gaby Evers: Oh, absolutely. I mean, it’s been terrifying. Um. Very exciting. Um, I wish I had, uh, taken that, uh, book camp that Cody has spoken to us about, because that would have been handy right about now. Um, but I will have to say that everyone here in Woodstock has been so nice, so welcoming, so willing to sit down and share their knowledge and share their wisdom. And a lot of it has been with other small businesses or entrepreneurs who have been in the same shoes as I am. Um, so it’s definitely challenging, but very exciting, especially when I get to see sort of my work come to fruition. So, for example, I just finished collaborating with a small business. They do a chiropractic and um, their intake forms needed to be translated into Spanish. Mhm. Um, so I did that and then shortly after they were able to collaborate with uh, a law firm. So now they’re, they are Spanish speaking clients are now going to be coming to them. Uh, and so having that tool and having that already translated in a way that will make sense for, for these new customers, it’s, it’s like a full, full circle moment. Not only do I get to help this small business, um, get more people and, you know, uh, succeed in that sense. I also get to help the, the people that are going to be coming in and maybe aren’t sure, you know, how that practice works or how things work in general. Now, there that that is translated in a way that they understand it. It’s given back to the community, and it’s a full circle moment for me.

Stone Payton: Yeah. All right. Let’s talk about me for a minute. It’s my show. Okay. So I’m connecting dots here, right? So I think I mentioned to you a couple of times that young professionals of Woodstock, it would be fun to have a Spanish speaking show, and that would be fun to pour in, and that would be a way to invest into the community. But now that I hear you talking about how that can open up a whole new world and potentially other markets to you, let’s let’s walk through a hypothetical use case, like if we had a Spanish speaking show and we had people coming in here, um, and having conversations like this, but in Spanish, we probably would draw more people tapping into the work. There might even be more people that would be wanting to be on the client side of our world and, and have those interactive business people interviewing business people with conversations. And it might even open up a world where someone’s running a business radio studio in Austin, but they at least have that added texture to it. Or maybe they just have a whole Spanish speaking. Like we could actually have studio partners that are doing some Spanish speaking. I mean, it can just it can keep unfolding, right?

Gaby Evers: Yeah, absolutely. I mean, I think that’s the beauty of it. Um, when I first moved here, I noticed that there would always be like some art festivals or something going on in Woodstock. And I, you know, I made friends with my neighbor, and he had been living here for five years at that time. He had no idea that any of that was going on. Um, you know, he didn’t see any signs. It wasn’t really posted that much. So for him, it was like, oh, I didn’t know that that was there. And then, you know, being able to let him know what’s going on, it just kind of sparked that idea that if we could sort of bridge that gap, if we could, you know, make it so communication is easier. I mean, you tap in into so many things. Um, when I went to, uh, Puerto Rico for, uh, sort of to help, uh, with the conference, I noticed that, you know, obviously the people there spoke English, but there’s just a connection that happens when, you know, you meet someone that knows you know, your native tongue or just it’s just that cultural togetherness that comes and, you know, just being able to find that, especially here in Cherokee County, I feel like it’s always exciting when when I meet somebody else who’s also, you know, an entrepreneur who’s also Latino, who’s also Latino, and it’s just like, oh, this is togetherness. That just makes it just makes it a different experience.

Stone Payton: I’ll bet. So I know there are a great many myths, misconceptions, a pretty good sized body of misinformation around how to use this platform to help people and make money. The work we do at Business RadioX. I got to believe the same as is true for you. Are there some? Do people have some pretty odd and off the mark ideas about about translation and the value of the services, or how to go about it or the and maybe speak to the differences in, you know, me hitting a translation app or me engaging Abby to rewrite our Business RadioX Academy so we can train Spanish Business RadioX studio partners?

Gaby Evers: No, that’s a that’s a great question.

Stone Payton: I hey, it took me a minute to get it out, but I thought it was a fantastic question.

Gaby Evers: Um, no, I mean, I think that that’s the number one thing that as I’m trying to, um, you know, sell this business. Um, also educating people on what exactly it is that I do and how it works and, and what it actually means. So first off, I think that the first thing is, um, so translations versus having an interpreter, it’s different. So translation has to do with like written words. So anything that’s in writing basically. Whereas interpretation it’s spoken. So whether, you know, it was a workshop and. I’m translating for whoever or interpreting for whoever’s speaking, that would be. The main difference. And then second, you know, with AI and Google Translate. They’re great tools. But to rely on them completely, you, you you can get yourself in trouble. And I’ve seen it, uh, not only, as you know, um, a consumer or just walking around and seeing these mistakes, but I’ve seen it when I do consultations and I’m like, do you know what that actually says? Is that what you were trying to say? Um, and so having that cultural, um, nuance and knowledge makes a difference because, you know, you might be thinking, you’re saying one thing and then people read it and you’re offending, You know, half of Latin America.

Stone Payton: Ouch. Well, you don’t want to do that. So let’s walk through a couple of use cases and you don’t have to name names, of course, but, um, I so that we can really understand the breadth of opportunity for tapping into into your expertise.

Gaby Evers: Yeah. So not only, you know, having, um, marketing material, for example, made from scratch, um, translated and having that. So when you are posting things up, like, I know for, uh, Cinco de Mayo, there’s times where businesses will, you know, Google Translate things. So it’s easier trying to reach the Spanish speaking community. Um, but they’re not saying or communicating what they really want to say. So people might just disregard that and be like, oh, that’s not for me, even though it’s in Spanish.

Stone Payton: Oh, ouch. You might actually have the opposite effect.

Gaby Evers: Exactly.

Stone Payton: Oh, wow.

Gaby Evers: So having that a professional, you know, take a look at it, uh, can make a difference. So, um, maybe even on your website or your social media. Um, as we are seeing that more, um, speaking Spanish speakers are, you know, they’re a big force, not only in for business, but, I mean, they’re here and that that matters. So you’re tapping on a whole new base that, you know, people aren’t reaching. Um, something that I noticed here in, in Woodstock specifically. Um, and I’m sort of grateful for it. There’s no one else that’s doing what I’m doing. So it’s it’s interesting because not only am I growing with people and educating them sort of from from scratch, but because I’m the only 1 or 1 of the few ones here, it’s like, well, so what do you do? You know, um, so to get back to the answer, I tend to wander off. Yeah, but it’ll be perfect then. Um, so. Yeah. So not only that, but also, um, I have had the opportunity on just creating things from scratch, uh, whether that’s, uh, at a, in a medical field, uh, a clinic or, um, like I mentioned, the chiropractor. Uh estheticians things like that, where, you know, people tend to forget about it, but these are services that people need. Um, and so when someone sees something that is meant for them, that is translated in a way that they understand it, uh, with the cultural knowledge and nuance that they understand, they’re more likely to be like, oh, well, let me see what that’s about. And then from there, you know, word of mouth is very it’s very important in our community. And when they feel like they found a place that they’re comfortable in, that they can go to, they tell everyone. And then all of a sudden you have all these people that you maybe didn’t realize that we’re there, or that you thought you were reaching out. But the material that you were using wasn’t, wasn’t properly for them.

Stone Payton: So, uh, on the whole sales and marketing front, what have you learned about that? How is that going? I know in our work we work with a lot of professional services providers. And again, while they may be really skilled at their craft, often a hole in their swing or let me, I’ll be gracious as I can. The biggest opportunity for improvement in their business is the front end of that pipeline. Just having like these discovery calls, these initial conversations. Um, is that a channel? Have you cracked the code on how are you getting the new business, Gaby?

Gaby Evers: Um, a lot of it has been word of mouth. Um, like I said, I did wish that I would have taken that, uh, course.

Stone Payton: Bootcamp met Colby a couple years ago.

Gaby Evers: Yeah. Because, I mean, getting those those no’s can be very, very hard at first. Hurtful.

Stone Payton: Hey, it can be hurtful for those of us that haven’t been tough enough, like Kobe and his crew.

Gaby Evers: Um, but not only that, I think the other part is that I see it’s like, oh, if I could just fix it. If I could just do it, then, you know, it’s almost like a like an itch, right? Like I see that it’s wrong. I want to fix it, but they don’t see why it’s wrong or they’re like, well, no one has had an issue. No one has been offended. It’s fine. I’m like.

Stone Payton: Yeah, because they don’t know who did who they turned away or didn’t attract.

Gaby Evers: Right, exactly. And even though, um, like I said, Google Translate and I, they’re great tools, but to just solely rely on them, you know, you’re missing out so much. And I mean, it can definitely get you in trouble. Um, I think the other, um, part of it is although, like I said, I am, I see that I’m the only one working specifically with small businesses, um, and sort of translating marketing and documents, not just, you know, doing the interpretation, which is some of the stuff that I have seen. Um, you know, like when I looked on Google Maps. So just trying to get myself out there has been a challenge especially, you know, I moved here, I didn’t really know anybody. But this community just opens up to you and they want to see you thrive and they want to see you succeed. And I think that that’s part of the reason that just sort of pushes me forward to continue to help other small businesses, because it’s like there’s a whole group of people you haven’t tapped in. Let me help you. And so when I see those moments, like I mentioned earlier with the chiropractor, that’s sort of what, like, keeps me going. Um, and as someone who, you know, has been in a position where I felt like things weren’t for me or they weren’t in a way that I could understand them or that they were reaching out for me. You know, I want that. I want the representation. I want people to see things and feel like, okay, so I’m part of this too. I am wanted in this community, in this business, not, you know, to sort of allies themselves from us. So yeah, that’s what keeps me going.

Stone Payton: Well, I gotta say, my experience, at least we really do have that here in Cherokee County. And I think in Woodstock in particular, we do have a, a group of people who small business people who are genuinely invested in everyone’s success and are very quick to pour into our work the causes that are important to us. How about for you, community and causes? You touched on it, but, uh, anything in particular that you’re really trying to rally behind? Uh, right now, like, is that a group of people that you’re trying to reach out to and maybe serve them as well? Um, and or or do you have your own, like, uh, wheelchair friendly boat project like me or anything like that going on?

Gaby Evers: I wish I had a boat. Nope. Oh.

Stone Payton: Well, you got one now. You come visit with us.

Gaby Evers: Um, no. I don’t know that I have a specific, um, thing. I think the mission right now is to serve, uh, the Spanish speaking community. And the way that I see that I can do that is by, you know, offering my services and trying to reach, you know, everywhere. I’m trying to be in the city of Woodstock. I’m trying like, every document that, you know, needs to be translated in Cherokee County to, to be translated, even if it’s not me. Mhm. Um, although I don’t see anybody else, but even if it’s not me, uh, I think that that’s what what I care about so much that it gets done so that people can see it and be, you know, informed or feel welcomed.

Stone Payton: Hey, I like that. Let’s send when we get this published, let’s send this interview to Michael Caldwell. Tell him to get on the stick. We want everything in Spanish and like Gaby Spanish not I Spanish.

Gaby Evers: Actually, I spoke to the mayor.

Stone Payton: Oh. Did you?

Gaby Evers: Okay, I did. I had spoken to him during the, um, the IT meetup, and he he was so great.

Stone Payton: Um, I’ll bet he’s just a good guy. He is. Amen.

Gaby Evers: I mean, this honestly, after that state of city speech, I was like, I need to live in Woodstock. I feel so, so patriotic. Um, but he did mention, um, you know, talking to the Woodstock, uh, police department. And so we’re have that kind of in the works. Um, also trying to work with, uh, the Parks and Rec. Jamie has been so helpful. So, you know, it’s in the works. Sure. Um, I’m putting my little seats out there, and I can’t wait to see that come to fruition.

Stone Payton: I’ll bet. All right, so what’s the best way for our listeners to connect with you? Small businesses that may very well have need, uh, desire for your services, but also and also those of us who, uh, just want to help and, and, uh, and want to continue to learn more. What’s the best way to connect with you?

Gaby Evers: Uh, so our website, uh, if you sign up for the newsletter, you can get, um, tips and exclusive, um, offers, uh, mainly tips, um, on, uh, mistakes to avoid so that your translations are proper. Uh, but if you go to Translations.com, that’s the best way. Uh, my phone number is also (470) 215-1321. And you can also send me an email, uh, Gaby, at translations.com. Um, I am trying to get on social media more, although I wish that, you know, social media wasn’t something we relied on so much.

Stone Payton: Well, Colby’s going to be no help there. He laid it down.

Speaker5: I did get off TikTok, so that was my big thing last year.

Gaby Evers: Uh, before, you know, it was banned, I was off TikTok. And honestly, that helped a lot. It gave me time to read a Read a lot. I mean, I was already reading, uh, but it just gave me time and peace of mind that I didn’t. I didn’t think I could have, um, I think I’m trying to go more the authentic route and just be myself.

Stone Payton: Good for you. Well, Gaby Colby, this has been an absolute delight having you join us in the studio this morning. Thank you for your insight, your perspective, your enthusiasm, and some inspiring conversation. Uh, you guys are doing great work. And keep it up. We sure appreciate you.

Gaby Evers: Thank you for having us.

Colby Passman: Thanks. Thanks, Don.

Speaker5: It’s been fun.

Stone Payton: Oh, absolutely. 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 again on Cherokee Business Radio.

 

Tagged With: GBF Translations, Southwestern Advantage

From Service To CEO: A Veteran’s Journey

February 12, 2025 by angishields

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High Velocity Radio
From Service To CEO: A Veteran's Journey
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Sean-Loosen-PDS-OpticalSean Loosen is a New Jersey native who graduated from the United States Military Academy at West Point with a B.S. in Economics and Systems Engineering, and later served as an Infantry Officer in the U.S. Army, including a deployment to Iraq.

After his military service, he worked in sales leadership roles in Rochester, NY, while earning an M.B.A. from the Simon School of Business. In 2020, he joined PDS as a consultant and was later named President, CEO & Owner in 2022.

Connect with Sean 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 morning. This is going to be a good one, gang. Please join me in welcoming to the broadcast, CEO with PDS Optical, Mr. Sean Loosen. How are you, man?

Sean Loosen: Stone I’m doing great. Thank you for having me on here. It’s an honor.

Stone Payton: Well, it’s a delight to have you on the broadcast. I got a ton of questions, Sean. I know we’re probably not going to. Not going to get to them all, but I think a great place to start would be if you could paint for for me and our listeners, kind of an overview, mission, purpose. What is it that you and your team are really out there trying to do for folks, man.

Sean Loosen: We’ve got a great mission at PDS Optical. I talk about what our team over and over. Uh, our mission is to provide high quality, affordable prescription eyewear to our veterans each and every day. And so we’re in the business of providing prescription eyewear. We do a lot of business with the Veterans Affairs. And so veterans across the country, as I’m talking to my my people, I’m always trying to emphasize our mission and just try to put that front and center. What’s unique is, uh, at PDS, you know, it’s it’s funny, I talked about the P, the D and the s. I remember talking to one of my lab directors when I first started, and I was like, hey, do you know what the P and the S stand for? And he’s like, I’m sorry, I don’t. And so and I was like, all right, that’s fine. We can change that. That’s a great way to fix that. And and so it goes with our values there. We take pride in the work that we do. We have respect for the dignity of our veterans that we serve, and we have a commitment to exceptional service. So it’s really unique that it’s in our name there. And we’re proud of what we do each and every day. We get to help veterans, uh, see more clearly. So it’s a great mission.

Stone Payton: Well, that is so much more insightful, robust and inspiring than than what crossed my mind when you mentioned it. I was thinking pretty darn special.

Sean Loosen: Well, you know, I think that’s what my lab director may have said at the time. And so it’s, um, but, you know, it’s it’s, uh, it’s great that we have that in our name. And, uh, we did a whole rebranding, I think, uh, over the past two years. Our name prior was PDS consultants, which just doesn’t really ring optical. Uh, I remember I joked, we think we would send stuff sometimes to the VA hospitals and they would get stuck in the wrong corner because they wouldn’t send it to the optical shops. You’re like, who’s PDS consultant? So, uh, we did a rebrand and just really just had to reemphasize the PD and DSS and then our mission of what we’re doing each and every day, and we’re proud of that.

Stone Payton: So tell us a little bit about your personal backstory. My instincts are it wasn’t a straight path. Often it’s not. How did you find yourself in this role, man?

Sean Loosen: Yeah, it’s sort of a winding path here to to where I’m at today. Um, but, you know, I’m. I’m a military veteran myself. I’m an Army West Point graduate, uh, graduated in early 2002. And so commissioned as an infantry officer. Um, had a great time in the military. Uh, you know, did did a tour in Iraq. Uh, served in Alaska with the Stryker brigade there. And so I was at a crossroads in my military career. I was fortunate to get hired for, um, special forces. I went to a selection course. There’s more steps after that. So it was either go continue on in the military or get out. Um, and I ended up opting to get out and then found myself in, um, uh, working for a for a fortune 500 insurance company in Manhattan. Um ended up working there for a little bit and then moved up to Rochester, New York, where I live today. Um, for was supposed to be a short stint, but, uh, I met a girl there, and, uh, that that girl is my wife today, and, uh, we’ve got four, uh, beautiful young girls. And so I was with, um, my prior company for 15 years. Uh, great. Great, uh, experiences there. Sales leadership roles there. And then, um, so my father kind of jumping around here, my father ended up, uh, uncle started up, uh, actually, my uncle started up PDS late 90s, 1998, I think. Um, and I say, uncle, it’s I’m it’s in parentheses. He’s really not, uh, a blood relative.

Sean Loosen: He’s just, uh, my dad’s best friend growing up from Brooklyn. It’s one of those type of relationships. They’re stone. So, um, and so, uh, Rich Murray is his name. Started it up back in late 90s and, um, you know, kind of grew from one contract slowly, um, with eyeglasses and then, uh, to 2 to 3. And then fast forward to 2019, they ended up, uh, acquiring, uh, a lab where they were subcontracting out. And, um, and it kind of because it kind of grew and got bigger and bigger. And at that point, my father and Rich were in their early 70s, were looking to, you know, find a succession plan. And so they they started talking to me and, and, uh, kind of here I’m at, you know, I got, I got involved as a consultant sort of learning the business, uh, early 2020. Um, and then unfortunately, my, my father, uh, got Covid in 2021 and, um, passed away from that. And so that sort of, uh, accelerated the whole process of me stepping in, uh, as CEO in 2022. 22. So I’ve been with, um, I’ve been in this role coming up on three years and sort of, you know, meandering path, um, you know, wasn’t, wasn’t looking for this, really, but, um, it’s a it’s it’s a great opportunity, obviously. Again, our mission. I’m proud of what we do. Um, we got great people. Um, and, uh, it’s just, you know, I wake up every day being grateful for what we can do.

Stone Payton: So my uncle Rich was Uncle Jeff. So I know exactly what you’re talking about, having that kind of relationship. But he’s Uncle Jeff, you know? That’s just who he is.

Sean Loosen: Everybody’s got that. Yes. Um, yeah, we’ve got that in our family now here too. So it’s. Yeah.

Stone Payton: Uh, a great deal of leadership responsibility in that journey. Uh, so coming from and through that, have you developed, uh, a philosophy of leadership, a set of working disciplines or an are an overarching philosophy.

Sean Loosen: Yeah, I think that’s that’s a great question, Stone. I think just having a military background, um, the way I’ve always approached a leadership philosophy is just, you know, mission first team, always that sort of mentality right there. And, um, meaning, you know, keep the mission front and foremost, but obviously understand that there’s a balance. And so you can’t get your job done without having, uh, good people, uh, in the right seats, in the right place, doing the right things. And so, fortunately, you know, I when I stepped into the company three years ago, we’ve we had a lot of people in the right seats. And, you know, we’ve got a great operation going here. And so I’ve always tried to lead that way. Um, just making sure. And I think I said this earlier on, like I always I’m like on repeat mode. Sometimes I’ll talk about the mission and just keep trying to weave that into any type of story I’ve got on, whether it’s staff meetings or, um, talking to our team. Just, you know, how it relates to what we’re doing. Our mission of serving veterans and providing high quality, affordable prescription eyewear to them each and every day.

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

Sean Loosen: That’s a great, uh, you know, it’s, uh, there’s a lot really. You know, I think, like I mentioned, we we, we help veterans, see, like, you know, I’m a veteran myself. Um, we get thousands of, uh, of of compliments from veterans that we’ve served and just talked about how, you know, the great things that we’re doing for them each and every day. And, you know, I’ll read that that feedback from all our, um, VA’s that we’re working in, um, you know, the challenge of, like, how can we kind of get better and better each day? We’re constantly challenging our team to not be complacent. Um, we’re making changes within our team to, you know, just improve around the edges and just try to get better and better. Um, and so it’s just completely rewarding in those areas. And then just being around our team itself, like we we continue to, as I mentioned, just, uh, enhance our team and get better and better. We’ve created some new director roles within our operation this year, and it’s just exciting to see some of this, this talent. Um, you know, take the next step and, and help keep delivering on our mission.

Stone Payton: Well, I’d like to dive into this mission and values thing a little bit. And this is being a little bit selfish because I think this is going to help me personally. And look, gang, if you ever want to get a lot of really great free consulting from bright, dedicated, passionate, proven leaders, get yourself a radio show. It’s a great way to get some help. But but I’ll confess to you, Sean, I’m a pretty creative guy. So, like, I can come up come up with a, I can craft a, you know, a good written representation of our mission and values, and I can make it look sexy on the walls and all that. But when it comes to tactical execution, like, what do I do on a Tuesday morning to live into this mission and espouse these values? What have you learned on that front? Are there is there some discipline, some rigor, some structure to that that you employ?

Sean Loosen: We just as I mentioned, like I will try to talk about it. Um, we’ll just keep it front and center, like with our team there. Remind our team. So, you know, we’re in the manufacturing. Um, so part of our role is manufacturing. So we’re making the eyeglasses and and just talking to our, making sure our leaders are telling our, uh, people that are putting together those eyeglasses, hey, that’s going for a veteran there. Like, that’s going to help them see better. Like just reminding them of the why of what we’re doing. Um, and then also, uh, another part of our job is we have opticians working for our company too. So they’re they’re the boots on the ground. They’re the ones meeting with the veterans, helping them fit those eyeglasses, talking about, uh, their needs for eye care, etc.. And so just again, like making sure that they, they have that ingrained in their heads of like, it’s just not we’re just coming. We’re just punching in the clock and then getting out. No, it’s it’s what we’re doing is a noble, uh, service for our veterans each and every day. So it’s, you know, it’s tedious. Uh, again, like, which is why I mentioned I, I’m, I’m always just sort of repeating it over and over the why. Uh, but I think it’s effective, too. Um, especially for me too, because sometimes you can kind of get pulled into other areas. Um, but when you recenter yourself back into, uh, the why and the mission of what we’re doing, it really helps and just sets us on a good path there as a company.

Stone Payton: Now, you stepped into or I’m operating under the impression that you stepped into a successful operation Serving people, providing opportunity for for the, the the folks who get the job done to to live with some purpose. But but you’ve really built this thing. Not you alone, but you. You’ve been able to help facilitate some pretty serious growth and scale. Can you speak to that a little bit?

Sean Loosen: Yeah, it’s it’s so yeah, I definitely stepped into this company with, um, with us being a market leader within our operations. Um, but it was also like at a tricky time, too, because as I mentioned, in 2019, we, uh, acquired the labs. And so, you know, I could we were we weren’t, in my opinion, we weren’t fully operating as one. You know, it was you have a lab in Kentucky. We have a lab in Florida. And they were calling themselves, you know, the Florida Premium Lab, the old name. And the Florida Kentucky Lab was calling itself. Correct. So I was like, no, let’s let’s get away from that. We’re all we’re all PDFs, right? So it’s PDFs, Kentucky PDFs, Florida. And just really trying to bring us all in as one. And then, um, you know, as I mentioned too, like the mission, the core values just re-emphasizing those things, like, we I don’t know if we really had a lot of those, um, values in place and just talking about that with our company. Um, so just, just those are the little things that I’ve been trying to do with, with, with stepping in. But yes, I’ve been very fortunate to step into a very, um, successful, um, company there. But again, like, we’re we’re not complacent. Uh, we we constantly challenge ourselves. How can we get better and better each and every day? And, um, and we’ve got a great team, as I mentioned, in place. Um, it’s not only myself as an owner. We have three other owners that have been within the, you know, 60 plus years of optical, uh, experience there, too. And so, um, very proud of proud of what we could do.

Stone Payton: So how does the whole sales and marketing thing work for an organization like yours? It’s a different world than, of course, that I’m in, but I got to believe there’s still that responsibility. Um, and an important part of the organization to go out there and get the work. Keep the keep the work. How how does how does all that work in your world?

Sean Loosen: Yeah. So it’s, uh, a lot of the business that we’re doing is the government contracting side. So it’s very formal. Uh, there’s, you know, an RFP that’s pushed out there. Um, and so we’re a veteran owned business. Uh, there’s there’s only a couple other companies that can bid on these types of. So they set aside these these, um, these contracts for companies like myself. And so we’ll get in there and we’ll, we’ll try to figure out how we can deliver the best value to, uh, the government there. And um, stepping back from that too, they, they the way they set it up, it’s, you know, based on, uh, visions, they’ll call it veterans integrated service networks. And so it’s basically a couple of states compiled together there. Um, and, um, it’s it’s they look at pricing, they look at service, they look at, uh, your past history. And, um, so we try to deliver the best in, in, in those kind of three areas there, uh, where we could, uh, win the contract there too. And so, thankfully, you know, we’ve been able to do that. Um, and we again, continuously try to figure out ways where we can be creative to deliver the best value to, uh, to the to the government.

Stone Payton: Well, what I’m hearing is for all the differences, and surely there are in in your world and securing the business and the world that I come from. But I’ll tell you what it sounds like it’s true for you guys, too. There’s just nothing that sells. Like doing good work.

Sean Loosen: Yeah. No that’s, that’s, that’s, that’s well said. Right. Like so we you know we were in a lot of the hospitals. Now I think we’re in over 40 states right now. And uh, you know, we’re constantly, you know, measured on, uh, how we’re doing, you know, whether it’s, uh, customer feedback, uh, turnaround times. And so we do get a lot of good feedback, which is great. And so we, we use that to help us win, uh, future contracts there too. So, um, and it just goes back to kind of what I’m saying, like, we’re not, uh, yes, we have a lot of the market share now, but we’re not complacent. We’re constantly trying to figure out ways that we can get better and better and, um, enhance our customer experience and just, uh, just help veterans and, um, continue to deliver on our mission there.

Stone Payton: Well, this won’t be any surprise to you, but a hard learned lesson for me in growing our little business. We were focused so heavily for a little while on metrics that matter. And our whole media model is different than most people. And then it finally dawned on us, you know, a good way to to get a really firm grip on metrics that matter is let your clients tell you.

Sean Loosen: That’s that’s.

Stone Payton: Great. That matter?

Sean Loosen: Oh yeah. That’s that’s that’s huge right there. So I, I, I agree with that 100%. So it’s like we they tell us like so we’re told what the metrics are that um, but we also try to create some for ourselves too, that, you know, can help us. And so it’s um, we’ve you asked before, like, you know, some of the things that I’ve been trying to implement with in stepping into this role, like, you know, KPIs. And we’ve had some of them, but they’re sort of like, you know, not officially, formally, uh, being measured and internally. Externally. Yes. We’ve always been doing that with the, the Vas, but, um, you know, we’re just trying to push ourselves with KPIs in different areas, and it’s been really fun. Like, we’re just we’re just getting better and better each day.

Stone Payton: So I know the answer to this has to be yes, but I’m going to ask anyway. Have you had the benefit of one or more mentors to help you along the way as you navigate this terrain? Everything from making the transition from military life to civilian life to, you know, running a company to scaling a company. Have you had some mentors that that have helped you along the way?

Sean Loosen: Absolutely. Oh, yeah. You can’t do this on your own. Like, you know, again, like full transparency. I stepped in to being a CEO three years ago, and it’s like, all right, like, how am I going to be CEO? And so I would reach out to other folks that have are running companies and try to, you know, pick their brains and, um, you know, constantly try to read and improve myself there. So you have to have a strong network of of people there that you can rely on. Um, and actually just this year I’ve joined, um, something called the Ypo Young Presidents Organization. And, um, I’m excited. I’ve heard that, uh, you know, been very transformative, uh, for a lot of, uh, other CEOs out there. And so I’m excited for, uh, that opportunity there, too. It’s it’s one of those things where you can sort of talk to other CEOs and try to pick their brains on challenges that they’re dealing with and, and, um, you know, learn. Um, it’s a collaborative environment there. So, um, to answer your question, yes, mentorships, mentors. And I’d like to give back to myself when I can. Um, uh, and helping others too. So.

Stone Payton: Well, let me ask you about that. Um, passions, pursuits, interests outside the the scope of the work that we’re talking about. I, uh, a lot of my listeners know that I like to hunt, fish and and travel and that I have some causes that are related to enjoying the outdoors that I like to participate in. Anything you nerd out about outside the direct scope of this work?

Sean Loosen: Uh, you know, I’m pretty invested in the company, obviously, but, um, yes, you have to find that work life balance. As I mentioned to you earlier, I’ve got four young girls, so they’re, you know, they’re ages ten, eight, six and four. And so they definitely keep my wife and I pretty busy with soccer or boxing or, uh, you know, birthday parties running around. So, um, it’s it’s great though, uh, with, with our young kids, uh, and our busy life and me personally, I try to I work out, you know, I think that’s a good thing for me to, uh, to do and just sort of rebalance yourself there. Um, and I work, try to work out with friends, too. I think that’s good. You know, combining the two. I do boxing with some With some friends. Uh, and, uh, in the summer, I’ll try to get out in golf, too. And, uh, you wouldn’t tell by my scores, but I’ve been trying to get out there and play.

Stone Payton: So four girls and a CEO. I think you ought to write a book about time management, man. That’s that’s impressive.

Sean Loosen: I agree. It’s good though. Uh, I you never know what’s going to happen in our house this morning. I was up early trying to get a workout in, uh, before our our, uh, talk here. And I came down to my four year old was watching TV on the couch, like, I’m like, what are you doing? It’s five in the morning, so I don’t know how long she was up there doing that, but it’s. Yes, it’s definitely they definitely keep you on your toes, which is fun though.

Stone Payton: So I am not a veteran. Uh, I’ve had an opportunity to visit with a lot of veteran entrepreneurs. We’re trying to build out a program, actually, to get some of those folks involved with, uh, our expansion with Business RadioX. But but help me understand, and I’m and I’m sure there’s a segment of our listenership that maybe have not directly served. I got to believe that there are some unique challenges for veterans as they enter civilian life and, and as, uh, as many want to become entrepreneurs or, or leaders can can you speak to that a little bit and just help me get a little better feel for the challenges they face? Because I want to I want to figure out how to help. And I’m sure a lot of our listeners do as well.

Sean Loosen: Yeah, I think, um, that’s a good question, Stone. Uh, you know, it’s hard because, uh, speaking from being a veteran, obviously, like I ended up going into the, you know, corporate world there for when I first got out. But it’s it’s sort of daunting, like, you know, when you’re in the military, you’re this is kind of all, you know, and it’s, uh, it’s an incredible organization, you know, esprit de corps. Um, and then, you know, and I’ve got friends that are just making or have just made the transition from 20 year careers plus out this year. And it’s like I was just trying to tell them, like, hey, you guys are invaluable to any organization, you know? Um, so it’s just sometimes like, not having that confidence. Um, just because you don’t know what’s out there. Really. Um, and, you know, again, I was, as I mentioned, like telling some of my friends that just got out after long, uh, 20 plus careers. Be confident because you can come into any organization and instantly help or you, the things that you’ve done in the done and seen in the military. You could create your own business here too.

Sean Loosen: So, um, again, like, I didn’t know that I’d be where I am today. Um, I was perfectly happy where I was prior. Um, but, um, you know, owning and running your own operation is is tremendous there, too. And something I’ll just share, too, is I was a part of, um, a group called, uh, Bunker Labs. I think they changed the name to Institute for veterans and military families. Um, but it’s a it’s a CEO circle, uh, cohort group that you get connected in with for a year run by JP Morgan. And so that was a great opportunity for me to sort of learn and connect in with some other CEO, um, veterans or spouses of veterans and just learn about their businesses. So there’s a lot of resources out there to help with that, that transition. Um, and that was that was helpful for me just hearing these stories. Um, you got to the culmination was Jamie Dimon, the, you know, the head of JP Morgan ended up, um, speaking with us for, you know, almost an hour. Um, and that’s just tremendous there. And, uh, great learning opportunity for me.

Stone Payton: So what’s next for PDS Optical, man? What’s on the horizon next six, 18 months? Months out.

Sean Loosen: Yeah. We’re, you know, continue to do what we’re doing. Um, keep keep, uh, keep at that. You know, keep the contracts we have. Try to get the ones we don’t have. Um, we’re also trying to, uh, to to to get into, you know, some other areas there to some, like, supporting communities. Um, and so what we try to do is if we can give back financially or time wise, it’s to support other veteran initiatives that that goes along with our, our mission and our values as a company. And, uh, something exciting that we’re going to be a part of. Uh, we got selected to be a, uh, it’s called the Lone Eagle National sponsorship, um, for the Honor Flight organization. And so our PDS is underwriting the, um, the trip for 25 veterans. Uh, we did something within our, our company to see if anybody can get some other, uh, veterans that they, they want to send out to this. And then we’re going to just push this out nationally though too. So that’s going to be in April. We’re really excited about that. Um, you know, affording 25 veterans, uh, The opportunity to go to D.C. for Honor Flight, and we’re just continuing to look to do other things like that, too. Uh, we did a fun, I call it I like to work out. So it was a fun run in November, uh, called the Gratitude Run. Five-k, uh, to support veteran initiatives and veteran awareness there, too, which was pretty cool. Um, so just more and more things like that as a company, and we take the feedback from our people. We’ve surveyed our team to see, like, what types of, um, organization, veteran organizations they want us to support. And, um, we’re listening to them. And so we’re looking to continue to do more and more of those, those types of events there to support communities that we serve.

Stone Payton: What a marvelous opportunity to have your people rally around a specific initiative like that. I’ll call that a pro tip, right? I mean, that’s, uh. Yeah, that’s it’s interesting. And I personally have just come to believe that’s the way the universe is wired. But you know, if you can lay your stuff down and go, go help work on somebody else’s problem or cause, uh, I don’t know, there’s a great deal of emotional compensation, but it also somehow you get served in the end as well, don’t you?

Sean Loosen: Oh, absolutely. It’s great. Again, I keep I think I’ve said the word mission probably 50 times on this, this call here today, but, uh, it’s I’m serious about what we do. And it it just sort of centers us around what we’re doing, and, and, uh, like, veterans are at the foremost of what we do, so.

Stone Payton: Well, speaking of pro tips, uh, before we wrap, I would love to leave our listeners with a couple of, um, pro tips, and it could be around anything that we’ve talked about. But you’ve been there, you’ve had the experience. I’m sure it wasn’t all, you know, butterflies and unicorns. You probably have some scar tissue, but I don’t know, a couple of lessons learned or a couple of things for our people to be, you know, just thinking about as they aspire to, to lead and and or build their build their own thing.

Sean Loosen: Yeah, I think that’s I love that question. Um, I’ll give you two here. I’m a big, um, uh, Marcus Aurelius and stoic, you know, uh, big reader there. And one of the big things for meditations is control. What you can control. So, like, that’s a good way to operate, you know, not only in business but in on the personal side as well, too. So, you know, if there’s something that happens to you, you know, try to ask yourself, can I control that? All right. No. And it just it’s a good way to operate there and to sort of, um, helps you spend the time and energy in the right places there, too. So, um, that’s one I’ll share. And then the second is probably pretty basic, and I’ve kind of hit on it here too, is just, um, you know, I’m fortunate we’ve got a great team in place. And just make sure you surround yourself with good people on the business front. Um, and, um, you know, it makes your job tremendously easier, like, we’ve we’ve, um, as I mentioned, we’ve kind of been changing things around a little bit within our company and adding some more positions in and, and it’s just been great, uh, to help there, um, and just surrounding yourself with the right people. And that goes to on the personal front as well, whether it’s, you know, friends and support systems there to and, um, it’s just having the right people around is good for you.

Stone Payton: I’m so glad I asked. I think that’s marvelous, counsel. All right. What’s the best way for our listeners to learn more? Connect. Tap into your into your work, whatever you think is appropriate. Website LinkedIn. But let’s let’s make sure we give them some coordinates.

Sean Loosen: Yeah, absolutely. So our website’s, uh, you know. Um, for myself, Sean Lawson, you can find me on LinkedIn. I do check that. Um, and so those are two great ways to to connect in with the company and myself. And I’d be happy to, you know, talk to anybody that reaches out to me on LinkedIn there. Okay.

Stone Payton: Well, Sean, I have thoroughly enjoyed the conversation. It was invigorating and inspiring. Thank you for your your insight and thank you for what you’re doing. You’re you’re impacting so many in such a deep and profound way. And we we sure appreciate you, man.

Sean Loosen: Thank you so much again. I appreciate the opportunity. And, uh, it’s been a pleasure.

Stone Payton: Well, the pleasure is all mine. All right, until next time. This is Stone Payton for our guest today, Sean Lawson with PDS Optical and everyone here at the Business RadioX family saying, we’ll see you in the fast lane.

 

Tagged With: PDS Optical

John D’Angelo with InsurancePM

February 11, 2025 by angishields

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Cherokee Business Radio
John D'Angelo with InsurancePM
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InsurancePM is a family-run independent insurance agency that customizes insurance to your specific needs. InsurancePM stands for Insurance Portfolio Management. FF-John-Sharon

Our agency is set up to handle all your insurance needs from personal lines, commercial lines, and life insurance policies. We have carefully partnered with the top A rated insurance carriers in the nation to provide you with the quality protection and peace of mind you deserve.

The benefit of having InsurancePM handle your insurance portfolio is that we work and search for the best value for you. It is in our motto “Insurance You Deserve!”

john-dangeloJohn D’Angelo, and his wife Amore (an Accountant and CEO of InsurancePM), love helping people and working on ways to find the best solutions possible.

This is why they decided to open an independent insurance agency to fully service their clients.

The name InsurancePM stands for Insurance Portfolio Management. There are many insurance carriers to choose from so the concept of managing the client’s whole insurance portfolio was the main goal to make life a lot easier.

As of now, InsurancePM can offer just about any type of insurance except health.

Follow InsurancePM on LinkedIn and Facebook.

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 today in the studio we have the owner of an insurance company. It’s called InsurancePM. It’s a family run independent insurance agency. It customizes insurance to your specific needs. It covers all your insurance needs. It’s a one stop shop. That’s just one of the things that this gentleman does. Very excited to have in the studio. John D’Angelo, thank you for coming in.

John D’Angelo: Thank you. It’s awesome to be here. We we just chatted for 30 minutes before this. So this is part two.

Sharon Cline: Yeah, I tried to save the best for this because I have a lot of questions. So the minute you get in here, I’m like, what about this? And what about that?

John D’Angelo: So she does she has like an interrogation light on me right now.

Sharon Cline: Are you nervous?

John D’Angelo: Yeah, totally.

Sharon Cline: I can tell. You seem really chill. I’m happy to have you in the studio, because there are a couple of ways that our lives kind of intersect. One of them is in the voiceover world, and you use your voice in a unique way, but also the motorcycle world. That’s how I got to know you initially.

John D’Angelo: That’s right. We, um, at, um. What, the Buck Jones ride? That’s right. The Buck.

Sharon Cline: Jones.

John D’Angelo: Ride. Yeah. Every November.

Sharon Cline: Mhm. And that was an amazing ride this past year. Um, every year it just gets a little bit bigger and a little more. A little more bikes, jeeps. It’s so much fun to know that you’re doing something that you enjoy, but other people get to benefit as well. All of these different counties and these children that don’t have as many options for Christmas, and they don’t have something to look forward to. They get to benefit too. So it’s it’s the win win that makes me happy. Um, but also we I’ve gotten to chit chat with you a little bit on the different bike nights that are associated with Buck Jones, which has been really fun. Um, and you do the announcing there, which is nice for all the different awards and prizes and things.

John D’Angelo: Yeah, I think I’m the emcee more than the announcer, because I’m drinking beer and eating wings at Miller’s Ale House, and, uh, and it’s usually in Dawsonville. That’s right. Um, which they’ve been just such a generous host, uh, to those bike nights, uh, every month. So we’re going to get those going again. I believe in, uh. Well, it’s nice now. So let’s start next week. No, no, but usually in March.

Sharon Cline: Yeah. It’s beautiful out right now. So. And there’s a bike parked right outside. A motorcycle parked right outside the studio. It’s not mine, but, man, it makes me want to ride. And I was saying, just seeing you, I’m like, where’s my bike? Because that’s always when I’m on my bike when I see you. So it’s kind of funny.

John D’Angelo: Yeah. I pulled in and I thought it was yours. I was like, here we go.

Sharon Cline: I know I got I got to scour this whole studio and figure out who has this bike so we can chat. Um, okay. So can you talk to me about. First of all, you’re an Atlanta native, right?

John D’Angelo: I am born, born and raised in, uh, Atlanta.

Sharon Cline: Went to Dunwoody High School.

John D’Angelo: I did, I did, and I still speak, uh, to the principal. My principal that was, you know, the principal at that time. She’s retired now, but, uh, she still keeps tabs on me and and, um, uh, which is very cool. And a couple of teachers as well.

Sharon Cline: Wow. That says a lot about you knowing that you had friendships. It’s kind of.

John D’Angelo: Nice. No, they just said they had to keep eyes on the troublemakers, so they’re still doing it to me.

Sharon Cline: Okay, so how did you get into the insurance business?

John D’Angelo: My, actually, my parents were in the insurance industry for a long, you know, ever since I, I was growing up. So, um, they did, uh, inspections and field management. And so I was like, I’m never doing that ever again. Because. Or ever because I just thought it was a was a nerdy profession. Tell you the truth. You know, with, you know, revenge of the nerds. When we were growing up, that’s how I viewed all insurance agents. Anybody in the insurance world with glasses, tape around their their nose piece and. And I’m like, I can’t do that. That’s not me.

Sharon Cline: They seem like they would be sticklers about things and writing up like, reports and things.

John D’Angelo: Yes. It’s a hard industry, actually. It’s a lot of, uh, tape and rules and regulations that a lot of the general public doesn’t even know about.

Sharon Cline: I would love to know that side, because this is an opportunity for anyone listening to kind of have a more well-rounded view of your industry. But I mean, for you to for you to get started in it, kind of following your parents, I mean, they must have helped you, kind of guide you as you were getting started.

John D’Angelo: No. What happened? No, they did not.

Sharon Cline: How did you get into it?

John D’Angelo: You know, um, actually, when I, when I graduated and stuff, I was, you know, competing in martial arts and all that good stuff. And my gear, my martial arts, uniforms, gear, it all always kept tearing up. Right. So I actually started out my career in, in martial arts, and then I opened up a equipment manufacturing company, and I, I built or manufactured and designed all the equipment that boxers use, martial artists use. And, um, I had, uh, factories in, in Pakistan, Bangladesh, Korea, um, and one other country. I forgot what it was. But, um.

Sharon Cline: So this is out of high school. You did this?

John D’Angelo: Yeah. Yeah, I was, um, at a at a high school. I opened up a couple of credit cards, and and, um, went in debt that way until I, I started making money.

Sharon Cline: But you obviously saw a need, given that you were not able to keep your equipment from falling apart. So you’re like, I can do this better?

John D’Angelo: Yeah. Pretty much. So I developed a high end gear, you know, so it was a little more expensive. But, uh, you know, there was only one competitor in Georgia, and I was like, oh, perfect. This is before the internet took off. This is back in the early 90s.

Sharon Cline: Wow. So you were obviously in that industry for a while. And what happened after that?

John D’Angelo: Yeah. So then the internet started taking off and everybody, you know, could import whatever they want, order from wherever they wanted. There was just so much. And I was just a one man show, um, pretty much. And and it just got too much to compete with the, the high rollers. So then I got into, um, while I was doing that, I got into fight promotions. Um, when I, when I owned the store, it was called Pro Rank. And then I, um, said, oh, okay. Well, I don’t like fighting anymore because it hurts even when you win. I mean, bruises for weeks, right? I was like, that’s not me. I’m not ever going to be a world champion. I’m not going to be good enough to even compete with those guys, because I used to spar some world champions and they just tore me, tore me up. So no matter how tough you are, get in the ring with the world champion and they’ll they’ll humble you really quick. But, um, so I was like, I’ll just have other people fight and and, um, you know, put on the show and put on a good show.

Sharon Cline: So you learned, um, you had already been exposed to the industry, so then you learned the other side, which is the promoting of it, the promotions.

John D’Angelo: Yes. So that is really fun. It’s almost like, uh, the radio show here. It’s just a fun thing to do. And you can make money at it and and, uh, get a little notoriety to it. Yeah.

Sharon Cline: You’re called. You have a you have a nickname, Mr. Fight Mouth. Right?

John D’Angelo: I do. Oh, yeah. Mr.. Fight mouth. I was like, what? Nickname and what website did you go to?

Sharon Cline: I only did a little cyber stalking this time. Yeah.

John D’Angelo: You actually gave me a hot flash for a second. I was like, oh my gosh, what sites are she? Is she going to. But but anyway. Um yeah. Mr.. Fight mouth um go by fight mouth for short. And, uh, that’s, um. Once I retired from fight promoting, I was like, I still want to be involved in the in the sport. And I was like, okay, well, I have a decent announcing voice. And it took probably 20 years to develop because when I was promoting, one of my announcers actually didn’t show up to do the job. So I had to get in there and do it, and it was awful.

Sharon Cline: Oh no.

John D’Angelo: I was like, um, I don’t know who’s in this corner. Do I need note cards? Right? And, um, good thing it was a small show. It was actually at good old days. I remember, um, on Roswell Road, and they had a ring in there. They used to do wrestling matches, um, and everything. So I put on some little smoker fights there and it was everybody was drinking, having having good fun. Rick Roufus, he was a world champion kickboxer. He came out to see a show, um, which was just awesome. It was a great vibe.

Sharon Cline: What do you think people don’t know about that industry, given that you’re on the promoting side? Most people are just coming to be entertained.

John D’Angelo: Oh, gosh. Yeah. Getting the fighters to actually, um, show up to compete is really rough, especially if you, you know, you’re not paying them, you know, money. So amateurs really, they, they drop out like flies if they get a little, I don’t know, toothache or something. They’ll they’ll drop out or, or personal reasons, you know, if they just didn’t sleep well that night, they’ll they’ll drop out. Yeah. So then it ruins the whole show because you because you have to find a replacement. Yeah. And it costs a lot to promote a show, so.

Sharon Cline: So that’s why ticket prices are whatever they are, right?

John D’Angelo: Oh yeah. You have to pay the the organization that sanctions the, you know, building a ring or having that set up that usually costs 1000, $1,500. You know, you pay the refs, the judges, the security, um, the venue you have to pay. So it really adds up. So when they charge $50 or something, it’s they’re not really making a lot of money. Once all those expenses go out.

Sharon Cline: How long did you do that?

John D’Angelo: Probably so 94 to 2004. So ten years? Probably. Yeah.

Sharon Cline: Did you see the industry change over that time?

John D’Angelo: I did, I did.

Sharon Cline: What did you notice?

John D’Angelo: Yeah. So when I first started promoting, um, it was when the UFC first came out in 1994. And I was promoting kickboxing shows and I was like, I want to promote that in Georgia. So I was like, okay, here we go. So I promoted the first no holds barred. It was no holds barred back then at the Checkered Parrot off of Jimmy Carter. And you remember that?

Sharon Cline: I don’t, but I was living here at the time. I just don’t remember.

John D’Angelo: Yeah. The checkered parrot off of Jimmy Carter. And it was a real neat bar or whatever. And we built the ring outside in the parking lot. And the parking lot was actually uneven. It had a slant to it, so we had to put bricks under the ring just to level it out. And we’re like, we hope this thing doesn’t fall. And, um, the officials actually, they wanted to shut the show down unless I created a rule book. So I created a rule book for no holds barred. And actually, I created the round system that’s used today for MMA. Wow. The three five minute rounds. I created the amateur division because a lot of times people would be so experienced, and then you have somebody that wasn’t experienced and they would just match them in there, and it was always a lopsided kind of fight. So I created the amateur division for. I called it Pro Sport Fighting, but then NHB got coined as MMA as we know it today. Yeah. So right there at the cusp of the development of mixed martial arts.

Sharon Cline: Holy cow.

John D’Angelo: Yeah.

Sharon Cline: That must be very satisfying to know that you had such an impact on such a huge industry.

John D’Angelo: Yeah, I had a great impact on it. I didn’t get paid for it, but I have a good few plaques for it. Yeah. You know, I was like, wow, that plaque looks really nice, but no Ferrari to go with it. Yeah, it’s one of those notoriety things where, um, yeah, you’re you’re in the development stages, but then the big guys with the big money come through and and take it from there. Yeah, yeah.

Sharon Cline: Do you watch it now?

John D’Angelo: Not so much anymore. No, no. So I’ll only really watch the fights. Um, if I’m announcing the fights.

Sharon Cline: How often do you do that?

John D’Angelo: Gosh, I go all around the southeast announcing. So, um, usually once every other month. I would say, to be fair, sometimes once a month. Yeah.

Sharon Cline: What do you love most about announcing?

John D’Angelo: Oh, I like being in the ring and and, um, just the energy and creating that energy and excitement to the audience. Yeah.

Sharon Cline: Do you do the thing where you kind of read the audience and see what they need? Do you know what I mean? Like if they’re not responding or something?

John D’Angelo: Yes.

Sharon Cline: Yes, it’s a skill, isn’t it?

John D’Angelo: It is, it is. And then, um, my wife will usually, uh, go with me, and she goes, okay, because I have a real soothing voice. She goes, you need to pick it up. Step it up, you know? So otherwise, I’m like a psychologist in there. So how do you feel? Yeah.

Sharon Cline: So is everyone feeling tonight?

John D’Angelo: Right. How’s everybody feeling tonight? Exactly.

Sharon Cline: But it sounds so fun. And I imagine there’s a side of it that seems very glamorous.

John D’Angelo: It may seem that way, but once you’re done, you know, occasionally somebody might go, good job or whatever. And then you get, you know, your paycheck. But I do it for the fun of it. Now, just to give back to the martial arts community. Yeah. So it’s nice.

Sharon Cline: You have a lot of friends then that are mixed martial artists that you know are in your network of people?

John D’Angelo: Yes, yes. Actually, I just went, um, to support, um, one of one of the fighters that I used to promote, uh, Joe Elmore. He, he was in the BKFC In Duluth just a couple of weeks ago. So he had a nice fight. That’s the bare knuckle fighting. Oh. So, um.

Sharon Cline: That sounds so horrible. I don’t know.

John D’Angelo: It was. It’s rough. Yeah. No.

Sharon Cline: I mean, I’m sure it’s entertaining, but it sounds. It sounds, uh, violent, I don’t know.

John D’Angelo: It is violent. And I think they go. They love that term. You know, I’m about to go violent today. You know, that kind of thing. Yeah, yeah. But, um, they’re the nicest people ever. Um, the fighters and they’re unbelievably humble. And. Yeah, you would think they would be bullies or something like that. But you see them in a in a alleyway and you feel totally comfortable. Yeah, some of them might look a little rough, but.

Sharon Cline: Well, if they’re bare knuckle fighting, there must be blood.

John D’Angelo: Yes.

Sharon Cline: Oh, that’s awesome for you. For you. That’s great.

John D’Angelo: Yeah. No, it’s not for me anymore. I’ll tell you. I wouldn’t want to do it.

Sharon Cline: No, I don’t know. I’m. I’m a baby, I guess.

John D’Angelo: Yeah. I don’t even want to get my teeth cleaned. No less get them knocked out. You know what I mean? Dentist with Novocain. Yeah. Just shoot me up with Novocain first, and then I’ll go to bare knuckle boxing so I don’t feel my face getting punched in.

Sharon Cline: Okay, so you you also got started in insurance. So when did that kick in for your life? When did when did you get start started?

John D’Angelo: This show is about insurance.

Sharon Cline: It’s about the many hats you wear.

John D’Angelo: Yeah, man, I was having fun. Now we got to get all nerdy again, right?

Sharon Cline: Yeah. Insurance is important for life. Imagine the people that are doing the fighting have insurance.

John D’Angelo: Yeah. Yeah, we do insure a lot of the fight shows, actually.

Sharon Cline: It all works.

John D’Angelo: Out. Yeah. So, I mean, yeah. So it’s a great networking opportunity for me to keep involved in, in the martial arts.

Sharon Cline: Because you don’t do just like car insurance. You do all like you do commercial insurance. Will you talk about the different ways that you can help people in their lives?

John D’Angelo: Sure. Yeah. So there’s personal lines, right? So that’s car home. Home. Rvs, motorcycles. Anything personal. And then life health, Medicaid, long term care. We do. Then there’s commercial insurance, which is your business insurance. Yeah. Anybody that has, like a lawn care business, a contractor. So we supply, you know, benefits for that. Worker’s comp.

Sharon Cline: Wow. You cover so much.

John D’Angelo: It is a lot. Yeah.

Sharon Cline: So if someone were interested in getting started in this industry, what kind of advice would you have for them? Because. Or is there something that you wish that you knew before you got started in the insurance industry?

John D’Angelo: Yeah, I kind of wish I got into it a lot earlier because. Well, yeah. Because as far as money making goes Every year you’re compounding your production. So you have whatever I write this year goes into next year, provided they they stay with the policy. And whatever I write next year, it just compounds every year. So just think about it. If you’re in it for ten years, then you know you’re you’re doing pretty well.

Sharon Cline: Nice.

John D’Angelo: Yeah. Yeah. So like if you’re in auto sales right you’re always starting from zero the next month. And I was like, I don’t have that kind of patience to start from zero again because then you’re a loser at day one right. So day work day one each month you’re already starting out, you know, as long as you’ve been as long as you have some years behind you, you’re starting out ahead. Yeah. Which is nice. Very smart. Yeah.

Sharon Cline: It’s like working smarter, not harder kind of thing.

John D’Angelo: Right? Right.

Sharon Cline: So when did you get started in in insurance then?

John D’Angelo: Well, I started our own company. Um, 2016.

Sharon Cline: Oh, wow.

John D’Angelo: Okay. Yeah.

Sharon Cline: Well, good for you.

John D’Angelo: Or 2015. Something like that. It’s been almost ten years. Yeah.

Sharon Cline: So you had been doing the MMA and the announcing and all of that, but then you saw that you needed something else.

John D’Angelo: Well, yeah, I got married and then I was doing some acting. Right?

Sharon Cline: Right.

John D’Angelo: Which is.

Sharon Cline: Another.

John D’Angelo: Another hat. That’s right. And, uh, doing little side bits. And that’s where presents, uh, models and talent. She she thought I was a model, but I was like, no, I was like, no.

Sharon Cline: You also have done something kind of cool on Facebook, which I thought was neat. You are the owner and CEO of the Italian Club of Georgia. Yeah. How did that happen? How did you become the founder and CEO of the Italian Club of Georgia?

John D’Angelo: Now, I keep mentioning my wife, right? My wife, his name’s Amore, which is a nice Italian name, means love. And, um, she’s actually from South Africa. So, um, there’s a big South African community here in, in Atlanta, and we go to their events and everything. And I was like, you know what? There’s never an Italian event or not many right around here. So I don’t want to open up another South African club because they are they’re already doing that. I don’t want to step on anyone’s toes. So I was like, I’ll open up an Italian club. And I think we have over a thousand members now. Yeah.

Sharon Cline: Do you what are your events like?

John D’Angelo: So here’s the cool thing is, uh, it’s the the membership is free, but then we do some events, but then we do some events called Italian Sunday Family Dinner, because up north, all the Italian families get get together on Sundays. The mom cooks all the sauce for the whole day or two days. Right. And, um, we get together on Sunday. All the Italian moms are in, and some of the guys, they cook, they all bring their own food, and then we share it. So they bring a tray that feeds, I don’t know, a dozen people. And, um, we all get together, have wine, and there’s about 50 or 60 people that come to each each dinner.

Sharon Cline: Wow.

John D’Angelo: And then a couple of Italian restaurants, they host it for us. So it’s great advertising for that restaurant just to bring in new people. And we’re pretty much hold the events in the coming Alpharetta area. Yeah, I think the next one we’re holding is at, uh, Mondo Ristorante. Yeah, right. My Italian stinks, right? But, um. Yeah, he’s from Brooklyn, new Jersey. He came down here, opened up a a restaurant. His name is Joe, and, uh, he’s hosting, um, it next month, in March.

Sharon Cline: Does it feel like family when you’re in those events?

John D’Angelo: It does. It it feels like family because, um, when I first started doing them, some people said we should wear name tags. I go, nope, I go, family members don’t wear name tags. It’s an Italian family. Sunday. If you don’t know your cousin’s name, ask him what it is. You know, that kind of thing. Just. Just start, you know, be sociable. Hey, where are you from? What part of Jersey you’re from? That kind of thing, that’s all. What did you make today? You know, just start the conversation. That’s it? Yeah.

Sharon Cline: I’m trying. It’s almost like that restaurant, Buca di Beppo, where they had, like, these big, um, sort of family style meals, you know, where you’d sit down and you would order whatever pasta dish, but you would get, like this huge bowl of it. And then everyone passed it around and had some of it.

John D’Angelo: Oh yeah. Yeah, definitely. That’s like the Dillard house, right?

Sharon Cline: Yeah. The Dillard.

John D’Angelo: House. Yeah.

Sharon Cline: The most. That’s right.

John D’Angelo: Yeah.

Sharon Cline: You go to go to the Dillard house after you’ve fasted for days? I mean, they just keep bringing food after food.

John D’Angelo: We were just in the Bahamas, Nassau, and staying in Atlantis, and we went to Carmine’s and just for a quick dinner. And Carmine’s is a family style restaurant, and we just ordered salad and and veal and they brought out huge plates and we’re like, oh my gosh. I mean, it could have fed eight people each. Oh wow. And it’s just me and my wife there.

Sharon Cline: Did you ever want to see yourself go further in the announcing world, like in a professional way?

John D’Angelo: Oh, that’s a great question. Um, that would have been cool. But I if it happens, it happens. But, you know, I’m a little older now, so I think they they need some, you know, younger, you know, somebody in their 30s to really, uh, take over. Yeah. Because you have Michael Buffer in there. Bruce buffer. Michael Buffer is my favorite.

Sharon Cline: Why is he your favorite?

John D’Angelo: Just the way his voice is. His presentation of of announcing. I don’t like the screaming. Like Bruce Buffer does, right? He just screams into the microphone. I like it the way his brother does it a little bit better, but that’s just my personal opinion. Um, but either way, they they’ve they’ve made a great, great life and living from doing that.

Sharon Cline: But it wasn’t like a passion of yours then.

John D’Angelo: It kind of is. I just don’t think I was good enough to tell you the truth. Yeah, I mean, serious. Yeah. Yeah. It’s just you, you know, just, like, acting, right? Yeah, I, I tried it for five years. I’m like, no, I’m not getting anywhere. And then I had to humble myself and get into that nerdy insurance profession. I was like, well, I’m good at this. Yeah, definitely.

Sharon Cline: What makes you good at insurance?

John D’Angelo: Um, just a determination of of waking up and and just getting to work, you know? Every day, maybe a little bit of social skills. Yeah, because there’s a lot of marketing.

Sharon Cline: Do you go to a bunch of networking events as well?

John D’Angelo: Um, not really. Not anymore. No.

Sharon Cline: But initially you.

John D’Angelo: Did. Initially, yes. But, you know, that’s why I do the motorcycle thing. I do the the martial arts. So those are my networking events. Um, yeah.

Sharon Cline: There’s always people that you’ll meet that need what you’re selling.

John D’Angelo: Right, right.

Sharon Cline: And different aspects of their lives, whether they’re a business owner or, you know, older and looking for different insurance for their family. And what is the most satisfying thing about your job, your your helping people in the insurance world?

John D’Angelo: Oh, gosh. When they have a a claim that actually gets paid out. It’s very satisfying when it doesn’t get paid. That’s not so satisfying, but that’s rare with us. We, um, my company, you know, we were voted best in Georgia in every category this year and last year.

Sharon Cline: Congratulations.

John D’Angelo: Yeah, we were best of Gwinnett for, you know, ever since we opened the agency. But I was like, wait a minute. We write more business than in just Gwinnett. I was like, we’re writing all over Georgia. So I was like, is there a Best of Georgia? And then they go, yes, there is. I was like, okay. So, you know, all of our clients, they they vote for us and and I think we won by a landslide. Oh my goodness. Yeah. It was it was amazing. You were just.

Sharon Cline: You were just on Fox five Atlanta in December.

John D’Angelo: Yes.

Sharon Cline: How did that go? What was it like?

John D’Angelo: It was just like this. Very professional and and lovely. Yeah.

Sharon Cline: That’s all I need you to say. We’re done with this interview. Hooray! He said it 30 minutes in. That’s right.

John D’Angelo: Um, yeah. The security was a little harder to get into the new station.

Sharon Cline: But how did that happen? Did they approach you?

John D’Angelo: Yes. Yes. So they I think one of the reporters did. And, um, yeah, she was like you, you know, just really smooth and and just a great interviewer. Yeah.

Sharon Cline: That must have been fun, though, to see your. I mean, also the opportunity to promote your business in such a public way. It’s very exciting.

John D’Angelo: Yeah. I just really got on there to educate, um, just the general public of of how they can save money on their auto insurance. Um, they’ll call me back for the home homeowners segment. Um, sometime this year. Yeah. That’s awesome. Yeah, yeah.

Sharon Cline: So do you feel like there are most people don’t really understand the nuances of your industry?

John D’Angelo: Yeah, we explain the rules almost all the time. It’s a lot more difficult than. Than the TV commercials make it seem. They’re like, oh, just sign up and and.

Sharon Cline: We’ll take care.

John D’Angelo: Of it. We’ll take care of you and you’ll have the best rate ever. And there’s really a lot more to it than that, especially if you have, you know, like, for example, auto insurance. If you have multiple people in the house, everybody has to be listed on your policy. Um, yeah. And a lot of people go, oh, no, they’re just a roommate. It doesn’t matter. Wow, I didn’t know. Yeah. So they either have to be listed as an included driver or an excluded driver, and an excluded driver means that they’re never going to drive your car, right? But if they do it, just go on their own insurance. Your insurance won’t cover it, but the excluded driver actually surcharges you a little bit more. So a lot of people want to leave that out, but it’s really makes a dangerous situation.

Sharon Cline: Um, yeah. I was thinking about, um, homeowners insurance. How, um, there was someone who talked to me about this recently, He asked me if I had updated, like if I had done updates to my house. Did I report that so that it increased the amount that I would get back if something did happen to my home and I hadn’t done that? So that’s something I didn’t know I had to for some reason.

John D’Angelo: Oh yeah. So if you get a new water heater, a new HVAC system, a new roof especially, definitely contact your insurance carrier and you’ll actually get a discount on your insurance. Especially the roof.

Sharon Cline: Interesting.

John D’Angelo: Yeah. Providing you didn’t make the claim and insurance paid for it. Yeah. So if you paid out of pocket and still even if you did make a claim, sometimes it doesn’t get recorded that you actually have that new roof. So you have to make sure that it’s.

Sharon Cline: And you work with all different agencies. Correct. You work with all different, um, insurance companies.

John D’Angelo: Yeah. I think total we have we’re contracted with over 150 of them.

Sharon Cline: So I didn’t even know there were that many.

John D’Angelo: Oh, there’s probably a thousand or more.

Sharon Cline: Well, I just think of the big ones that advertise so much, you know?

John D’Angelo: Yeah. Well that’s right. So sometimes we, we quote, you know, a certain carrier and then the customer says, I’ve never heard of that. Right. And I go, oh, it’s not a TV commercial carrier, you know. She goes, well then is it good? I said, is McDonald’s good for you? Right. You see them on TV all the time. Doesn’t mean that they’re actually really that great. So a lot of you know, do you do you see Aston Martins on on TV commercials.

Sharon Cline: Right.

John D’Angelo: No.

Sharon Cline: Right.

John D’Angelo: Rolls Royce? No they don’t. So there’s a lot of carriers that are really good just for the affluent market that aren’t on TV commercials. Yeah.

Sharon Cline: Power of advertising though, right?

John D’Angelo: It is. It’s it’s a little bit of brainwashing.

Sharon Cline: Oh. I’m sure.

John D’Angelo: Yeah. Yeah, but everybody knows that the Rolls Royce is a great car, right?

Sharon Cline: That’s the word of mouth, right?

John D’Angelo: Yeah. Right. So, for example, the million dollar plus homes go to, we place them with a carrier called Chubb.

Sharon Cline: I’ve heard of them.

John D’Angelo: Yeah. Oh, you have heard of them? Word of mouth. Right.

Sharon Cline: I have heard of them. I don’t even know why, but I’ve heard of them.

John D’Angelo: Yeah. So they’re a little more expensive. But, um, you know, when it comes time for a claim, they take care of you, like, like red carpet.

Sharon Cline: What do you think it is about you? That is sort of your fearless formula. Like, I was thinking what it must be like to be a young person and saying, I want to manufacture different kinds of equipment that have never been made before. High end. Here’s what I’m going to do. What is it about you that has that sort of drive and initiative that that doesn’t allow fear to stop you from pursuing something that you’re interested in?

John D’Angelo: Oh, I don’t care what other people think. That’s plain and simple, you know. Um, you know, a lot of people go, oh, you know, that person doesn’t like. Or they’re making fun of me, I don’t care. I’m just going to do it and learn.

Sharon Cline: Is that part do you think that’s like something that you learned how to manage, or is that just part of your personality?

John D’Angelo: I think that that was just my upbringing. Yeah. Yeah. Or part of my personality? Yeah.

Sharon Cline: I think a lot of people could benefit from that. Shame is a very powerful limiter. It sure is. And if there’s a notion of someone failing in a public way, that’s enough to stop them. You know, like public speaking is is more feared statistically than death. I’ve heard.

John D’Angelo: Well, yeah. Sometimes I’d get in the ring to announce and my hands would be shaking. I’m like, oh my God. Because I started to think about who was watching me. And then and once I did that, like, oh, you know, a big show might be watching me, or there’s a celebrity watching me. And so, you know, a bourbon helps.

Sharon Cline: Oh, jeez.

John D’Angelo: Or a shot of tequila. And then I’m ready to go. So sometimes I’ll get in the ring and I’ll step out real quick, and that’s what I’m doing.

Sharon Cline: See, now I know you’re like, oh, he’s just getting a drink.

John D’Angelo: He’ll be just a liquid courage that you know.

Sharon Cline: No, but.

John D’Angelo: But sometimes I do that just to to kind of calm the nerve. You know, just one, one shot. Hey, I’m just being honest, you know?

Sharon Cline: But if you don’t drink, what would you do? Like, if you didn’t do that? If you didn’t drink, what would you do to calm yourself?

John D’Angelo: Oh, just just take deep breaths and and actually talk with a friend and get my mind off of whatever’s happening. Because sometimes when you focus too much on, okay, you’re reading your note cards and everything, then it makes it worse. So just take your mind out of out of where you are.

Sharon Cline: Yeah, I used to do this open mic night because I would play guitar and sing, and the only reason I could handle it well, because if I’m just singing on my own, I’m thinking about how I sound and I’m not in the moment. But when I was playing guitar, I’m so occupied with the playing that I could sing just without even thought. And it’s just having my my, like, multiple things happening to distract my brain from what I’m actually doing, if that makes sense.

John D’Angelo: Oh, yeah. Yeah.

Sharon Cline: Um, so it sounds like that’s what you were doing to just kind of just make it more natural, because I have the same thought is that I get in my own head as well, and it’s a terrible spot to hang out sometimes.

John D’Angelo: I’m starting to get nervous now. Yeah, I don’t know. I’m just thinking about this interview and I’m like, oh gosh, is this good or not terrible?

Sharon Cline: We can end it here if you want. I really appreciate you coming in. No, but that is something to think about in the performance industry in general.

John D’Angelo: It is. Yeah.

Sharon Cline: Do you use a lot of improv when you’re announcing?

John D’Angelo: I try not to. No, no. I keep it simple and go straight to the no cards, because when you’re announcing you have the commentators on the side of the ring, they’re talking, you know, to the, you know, to the TV audience. So if I’m talking, it’s overpowering, um, their commentation. So, yeah, I keep it keep it real simple and short. Yeah. Here in the red corner, blue corner. This is who it is. Where they’re from. Bam! And you’re out. Yeah.

Sharon Cline: So what does it feel like to have your very, um. You know, like, you say, nerdy side of insurance, but then you have a very creative side you get to kind of engage with.

John D’Angelo: Yeah. So I kind of that that’s almost the brand of, of the agency is you’re going to be with a cool agency now, right? Our customer, you know, and a lot of our clients, you know, they follow on social media and stuff and see what we’re doing and you know, and some a lot of them say, hey, let’s hang out.

Sharon Cline: They want to be friends.

John D’Angelo: They do they I’m like, here, we’re going to a bike night. I’ll invite them to, you know, I’ll get a table at at the fights I’m announcing at, and let’s go have some fun. Yeah, yeah. So I invite them out.

Sharon Cline: It’s nice to be able to kind of amplify a side of your life that really doesn’t, that you have to sort of dampen a little bit in terms of the litigiousness of what insurance can be like and having to, to sell in that way. But then you get to be a completely different, almost completely different person.

John D’Angelo: Yeah. You have to break away from, from, you know, that that kind of work life in insurance. Yeah. I mean, insurance industry is is known for their agents drinking a lot, to tell you the truth, because they’re trying to escape. Right. So I don’t really do that I, I do activities instead.

Sharon Cline: You ride bikes, which.

John D’Angelo: Is ride bikes do announcing. Um, love to go shooting. That kind of stuff. Yeah.

Sharon Cline: To balance it all out.

John D’Angelo: Yeah, definitely.

Sharon Cline: All right, so to wrap up our interview, it’s been really fun for me. Um, what advice would you give someone who’s who’s interested in getting started in, in the industry? Let’s say they know nothing about insurance. If you were going to start over, what would you do now? Obviously, the internet just provides so much information, but let’s say someone’s listening now and is like, if I get started now, in ten years, I’m going to be all set or however long. What would you say to them to get started?

John D’Angelo: Sure. Yeah. So gosh, that that’s a that’s a whole interview session in itself really. Because first you have to decide what part of the insurance industry you want to get in. You want to be an adjuster, a claims adjuster, an underwriter in the sales. If you’re in the sales, what type of line do you want to write? You want to write life, health, personal lines, commercial lines, that kind of thing. So there’s really a lot of options and choices. Then do you want to be with a captive agency? Like, you know, State Farm, Allstate, they’re all captive means that they only write their own companies. Or you want to be an independent broker like we are and write several different companies or 100 different companies. So then when you write 100 different companies, you have to learn 100 different companies way of doing business. So that’s a lot. So when you’re quoting somebody on the sales part of it, it might take, you know, five hours to to quote one person. You know, if you’re working at a captive agent it will take you five minutes to quote. You know So. And those are free quotes. You’re not making any money during that time. Yeah. But it gives you more options to win the business over somebody that just has one product. Um, so yeah, you really have to decide which which part of the industry you want to get involved in. Yeah, sales is always the most money.

Sharon Cline: Have you seen a lot of changes in the insurance industry since you’ve been in it?

John D’Angelo: Yeah, the insurance industry is getting, um, a lot more strict, um, with what they want to write. Um, some, like for auto claims history, they’re going back seven years instead of five years now. Um, I think, um, with homes, they want to see a lot of updates. The roof can’t be more than ten years old, even if it’s a 25 year old shingled roof. Right. Um, you know, for the warranty. Um, which doesn’t make sense to me. I think it should all be. You know, the roof should be like, uh, a tire warranty, right? So if you buy the tire warranty, if you drive it, um, 30,000 miles, they prorate, you know, that that wear and tear. I think it should be the same way with, um, all roof policies.

Sharon Cline: Well, it’s so expensive to get a roof that, you know.

John D’Angelo: Yeah.

Sharon Cline: Ten years is not a long time for a roof. In my in my opinion.

John D’Angelo: No it’s.

Sharon Cline: Not. No, it’s a short period. Interesting that. Yeah, we.

John D’Angelo: Just had a we just had a claim last year and his roof was, um, $60,000 to replace. It was a big, you know, house, but yeah, $60,000. So when the insurance company pays that. Right. And then their premium a year is, I don’t know, 5000. How many years is that just to break even. Right. So they increase rates. Right. And then the customer goes to shop for a lower rate to bring it back down to down to 5000. Well, guess who pays the balance of that? All the other customers in that industry, or in that carrier that has that carrier in that zip code. So somebody has to pay for it. Yeah. So when you bounce around a little bit, you know, you’re creating the expense for somebody else.

Sharon Cline: Well I didn’t know any of that. Yeah, right. Seems wrong. Yeah. You don’t make the rules though, right?

John D’Angelo: I don’t, but it’s just like it has business. Yeah. Yeah. I mean, if you’re paying something else, it has. The money has to come from somewhere. Yeah.

Sharon Cline: Do you have a five year or a ten year plan? Where do you see yourself in 5 or 10 years?

John D’Angelo: Oh, I can we can do this job until we croak. Yeah. I mean, it’s just computer work. Really. So, you know.

Sharon Cline: Just keep going. Keep keep winning awards after awards.

John D’Angelo: That’s right.

Sharon Cline: Plaque after plaque.

John D’Angelo: That’s right. Yeah. Because, you know, we travel a lot, and, um, we just take our computer wherever we go. It’s just a different office view. And, um, you know, it’s an expensive office view, but, you know, at least we’re not in a cubicle every every day, which is is awful to me.

Sharon Cline: Yeah. Some people’s nightmare, for sure. Yeah, well, that’s good to know. There’s a side of that that you can live a life that is more dynamic and still have this, you know, be in this profession.

John D’Angelo: Yeah. Our our agents go. I don’t even have, you know, they don’t have to be working at any specific time. Um, I say whenever you want to work, you work. Yeah. And they go on trips. One of my agents just told me he’s going on a cruise for two weeks.

Sharon Cline: But still.

John D’Angelo: Working.

Sharon Cline: Yeah, technically, yeah.

John D’Angelo: I say he better get the internet package. Yeah.

Sharon Cline: Yeah, that’s really great to know, because, you know, when the pandemic happened, most people had to have their remote work, and now it’s ending for a lot of people, including myself. So the notion of being able to work as much as you want and travel like you would like to, but still be able to support your life is is it’s an attractive, um, profession to be in that way.

John D’Angelo: It’s great. I recommend it to, um, mothers that have little kids. They can work from home, take their kids to school, take them to their activities. Um, we have one agent that that is a mother that does that. Take them to the doctor’s office as she just did that another day. So you have the freedom to do that? Yeah. Or, you know, if you’re disabled, um, it’s a perfect job for disabled people. Um, yeah.

Sharon Cline: That’s really important, I think, for people to know. I don’t know how many people would actually have that kind of understanding of of, um, like what a typical day would be, you know?

John D’Angelo: Yeah. I think last year I threw out my back, right. I couldn’t move. So I was disabled, but I still got still got on my laptop and did my work. I could still get on the phone, but I mean, I couldn’t move my legs. So unbelievable to be able to make money and, you know, even if you’re injured. Yeah. So.

Sharon Cline: Well, I’m glad you’re able to walk in here today.

John D’Angelo: Yeah. Yeah. Thank you for inviting me.

Sharon Cline: You’re welcome. John D’Angelo, come back again, and we. If you have some. We were just talking before the show that there may be some other people that would be really fun to have in the studio to kind of talk about the different aspects of the industry that, um, how they impact each other. It’d be really.

John D’Angelo: Great. Bring me in a roofer so we can argue on this show. You know, for I go back.

Sharon Cline: To that kind of show. I just want peace, love and harmony.

John D’Angelo: Actually, I did do an interview with one of my friends who, you know, is a roofer. He’s on Perimeter roofing. And, um, his name is Raymond Raymond Little. And, um, we just educated the audience back and forth. We’re great friends and it was just awesome just to let them let the clients or the customers or the public know that, you know, we’re working side by side for them.

Sharon Cline: Yeah, well, knowledge is power in that way. If I didn’t know that an insurance company was going to give me a hard time after a roof of ten, you know, ten years, you don’t know until you’re told. No. There’s only so much knowledge I can, you know, comprehend depending on where I’m putting my attention. And there are just too many aspects of life that have too many rules that for me, if I’m not in the industry, I’m I’m I’m clueless.

John D’Angelo: Yeah. A lot of people, they just close their eyes, pay their, their, you know, monthly premium and and pray nothing happens. And then when you know something does happen, they’re like, they pray that it gets covered. But there’s a lot of endorsements that need to be done to cover everything. You know. No insurance policy covers everything. That’s a big misconception. I have full coverage. No you don’t. It’s just a term. Wow. Yeah. Yeah.

Sharon Cline: All right, well, if anyone wanted to get in touch with you about the different things that you do, if they’re Italian or they’re interested in MMA things, or they’re interested in insurance.

John D’Angelo: And motorcycles.

Sharon Cline: And motorcycles, it’s a lot of hats. Where would. Where can they find you?

John D’Angelo: Let’s see. InsurancePM.com. Most definitely. Or under my name John D’Angelo. John D’Angelo. Yeah. That that will pull up Instagram. Facebook. So yeah.

Sharon Cline: I really appreciate the fact that you’re able to come into the studio and, and not just talk about one aspect of your life, but I like that you have a well-rounded life, and I think it’s very easy for people to kind of put their head down and work and work and work, especially in a certain age group. It’s a good example, I think, for a lot of people when they sort of feel out of balance, like you obviously know how to manage your time. And knowing that you are saving people potentially from from horrible heartache and financial ruin, you know, you’re giving them a sense of peace. And it’s actually really exciting to see where you go. And I can see why you have have won so many awards.

John D’Angelo: Oh, I appreciate that. Yeah.

Sharon Cline: So it actually makes me realize that I can get very out of balance with myself. But the fact that you really promote more of a balance for your life makes me think that that’s something that I can have as well. There’s an example right in front of me, you know.

John D’Angelo: Right on. I appreciate it, Sharon.

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

 

Tagged With: InsurancePM

Embracing AI: Overcoming Fears and Maximizing ROI for Small Business Success

February 10, 2025 by angishields

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Sandy Springs Business Radio
Embracing AI: Overcoming Fears and Maximizing ROI for Small Business Success
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In this episode of Sandy Springs Business Radio, host Ramzi Daklouche talks with Dale Myska, president of Train in Your Lane, about the transformative impact of artificial intelligence (AI) on small businesses. Dale emphasizes the necessity for business owners to embrace AI technology, offering practical advice on starting with AI tools like ChatGPT and Claude. The discussion covers the distinction between AI platforms and tools, the importance of structured prompts, fostering a culture of AI use, and addressing common fears such as job displacement. Dale also highlights the potential return on investment (ROI) from AI adoption and shares real-world examples of successful AI integration.

Train-in-Your-Lane-logo

Dale-MyskaDale Myska, President of Train in Your Lane, combines over two decades of franchise operations and sales leadership experience with a passion for making AI accessible to businesses.

Drawing from executive roles at PostNet, AlphaGraphics, and UPS, Dale has mastered the art of transforming complex systems into practical, actionable solutions. Known for creating engaging, results-driven learning experiences, Dale is revolutionizing how businesses adopt AI technology through training that’s both impactful and enjoyable.

With a track record of building high-performing teams and driving organizational growth, Dale is dedicated to helping companies thrive in the AI era through education that eliminates technological barriers and delivers immediate business value.

Connect with Dale on LinkedIn.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

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

Lee Kantor: This episode is brought to you by V.R. Business Sales Atlanta, guiding business owners and buyers through successful transitions with trust and expertise. Visit vrbizworld.com or call (678) 470-8675 to learn more. Here’s your host, Ramzi Daklouche.

Ramzi Daklouche: Thank you. And with us today in the studio is Dale Myska. Dale, how are you?

Dale Myska: I’m doing well, Ramsey. Thank you. How are you today?

Ramzi Daklouche: Fantastic. Welcome to Business RadioX. Really excited about this episode. There’s a lot to talk about and I’m looking forward to getting started with you. So before we start, tell me a little bit about what you’ve been doing now and what you have done before. Kind of give me a little bit of, you know, information about what you do there.

Dale Myska: Of course. Uh, I am the president of a company called Train in Your Lane, where we specialize in, you know, individual and corporate trainings. Uh, we do a lot with AI right now. We also have some what we call be a better human training. So empathetic leadership, allyship, things of that nature just to help companies just show up better for their employees. Uh, I’ve been with them for about six months now, based here in the Denver metro area. And before that, as has Ramsey and I met in a in past lives, I was with, uh, a franchisor as an executive vice president of operations and sales for Postnet and Alphagraphics. So I spent six years with them and Decided it was. It was time for a change in my world. And since ChatGPT came out with two and a half years ago, I. I’ve been geeking out on it. So it was a great fit to join this company and really start to to dig in more on on everything AI.

Ramzi Daklouche: That’s awesome. I love how you said geeking out on it, because I think I feel the same way about it. And this is I’ve been waiting, like I said before, I’m really been waiting for this and to record this episode because I geek out on AI a lot. I cannot stop talking about it. So I have a lot of questions for you, specifically when it comes to small businesses and how we can help small businesses really understand the power of AI in any business. I don’t care if they’re a baker or a shoe maker, right? I mean, just there’s so much you could do with it. Very good. So the overview of the topic today is how AI is shaping small businesses and why it’s important to embrace it. So let me kind of start with a few questions. How many small business owners feel overwhelmed with AI. Right. So they know they should be using it, or they probably heard of it, or some of them may not have heard of it, but they don’t know where to start. What is your advice for taking those first steps without getting lost in the tech?

Dale Myska: Great question. I think the best place to start is to just start. Honestly, get get into one of the tools. Get into ChatGPT. Get into cloud. Spend the $20 a month because it’s just better. You’ll get your money back. And and I think where people get frustrated at first is they think of it as a Google search, and they put in the same thing they put in in a Google search and don’t necessarily get the results that they’re looking for or hoping for. So, you know, we teach in our entry level class, our beginner class, you know, the structure of prompting and really helping people understand that it’s not a Google search and that you have to work with it. You know, it’s like working with an employee, quite frankly. You have to be clear on the instructions and give them context and tell them what they’re trying to do. And and you know, one of our things we always tell is you need to tell it to do better when it doesn’t do what you want it to do. So, um, yeah, it’s it’s it’s definitely, um, I think small business owners really across the board, people have heard a lot about the scariness, you know, the security issues or security concerns. I wouldn’t say issues. Concerns. Um, I think another piece is, you know, they’ve seen Terminator at some point and machines are going to take over the world. And, I mean, there’s bad actors everywhere in everything. You know, I like to think there’s more good people than bad people in the world. And, you know, there are going to be people that try to use it against, you know, for bad. But I think we’ll good will prevail, if so to speak.

Ramzi Daklouche: Dell, you said something that I got to go back to structure your prompt is that trademark because I think you should trademark it. I think it’s very, very important. I mean, every time I talk to somebody about AI and I try to talk about as much as possible to understand, you know, what level people are getting help with AI and all this stuff. One of the things is, is I try to help them with this whole idea of structure. Your prompt, right? Because if you don’t structure it, you crash and crash out. I call it, right. So you don’t really get what you want out of it. I mean, what are there specific? I mean, I’m new. I’m a new business owner. What specifically AI tools should I start with? You know what? How do you kind of build that knowledge first? Knowledge. Right. So you’re not fearing AI because, you know, like you said, it’s not Terminator, right? I mean, it’s very smart, but it’s really information available, just structured differently.

Dale Myska: Yeah. I think, you know, the obvious ones are the ChatGPT of the world. You know, I, I think the models are changing so much. We had all the. The news last week of of deep sea are1 getting released and how it’s you know, it took China a lot less money to to build the model. Meta has models. Everyone else has models there. There’s no shortage of tools out there right now. The ones that are the easiest to. Easiest to access and probably the you know, the most common are that from from Claude, from anthropic or ChatGPT from OpenAI. Um, you know, and then the tool, I mean, the tool set is that’s probably where it can truly get overwhelming for anyone is, you know, everyone’s building AI tools. And I think over the next 12 to 18 months, a lot of that’s going to flush itself out because, you know, the cream is going to rise to the top. And some of these other ones that just weren’t as good are going to probably fall out, unfortunately.

Ramzi Daklouche: It’s amazing. So I gotta keep on this. I have a lot of questions, so but I’m going to stay on this for me. You know, you talk about the, the the AI platforms, right. And then the tools. And I don’t think people understand the difference between AI platforms and tools. Can you expand on this a little bit? Because it’s very important, because what I’m going to do is kind of like having, you know, friends share info, kids share information. What I use, what I use. I really am going to go through the session for a second. But can you expand a little bit about the platform and the tools?

Dale Myska: So yeah, there’s the the LMS, the large language models, and those are ChatGPT. Claude Meta has one called, you know, there’s it’s called llama. Um, Google’s is called Gemini, you know, and there’s numerous out there. Those are, as you would say, the platforms that are they’re the ones spending the money on the data centers, learning from the internet and consuming publicly available information. Supposed to just be publicly available information. But, you know, that’s that’s debatable for people on much smarter than than I. Um, you know, there’s a lot of lawsuits out there, but. And then there’s, there’s also image generation ones where like Midjourney or, um, what’s the other one I’m thinking of? I just lost it. Lexica that we that we talk a lot about in our trainings. There’s all these tools and, and that, you know, these platforms and then there’s tools that leverage those models, um, out there as well. Another one I forgot is perplexity, which, um, is live on the internet, was the first one to be live on the internet. Now, uh, OpenAI or ChatGPT is as well. But where I was going, what I think is, is an important point to make is it’s the buzz, right? Everyone’s talking about AI in some form or fashion, and companies are rushing to implement AI tools.

Dale Myska: But we kind of go through what this eat um as an acronym, which is education, adoption and transformation. A lot of people are skipping to adoption and not getting transformation because they’re not educating their their workforce or their employees, regardless of the size of the company or educating themselves. Quite frankly, they just think I got to implement AI and not learning how to properly do it. And you know, if you have a company with, you know, employees building a culture around that because you can you can have people using it and they’re not talking about it, which is pretty common right now. Or you can bring everyone up to a certain level and teach them how to use the tools. Um, which is is really the best way to do it, because those companies building that culture, they’re going to they’re going to surpass the ones that are, you know, keeping it at arm’s length.

Ramzi Daklouche: Yeah, I see a lot of articles on LinkedIn and other places where they say, well, you know, AI is never going to replace this or they’re never going to replace this. And I think they missed it. All these articles have missed it, right. Dale? I believe I is just your best employee, sitting beside your assistant, sitting beside you as you’re working to be more productive. That’s how I use it. It’s making me more productive where I can blog and, you know, do all the social media within literally five times myself. Five minutes. Right. And without this structured what you call the structured prompts, I couldn’t do it. But I learned how to do structured prompts by myself because I thought one question is not enough. You got to keep asking questions, keep asking questions and make sure you’re not confusing. Also, because you really can’t confuse I. So okay, I’m going to geek out on you a little bit. What are your top three best use tools on? Um, the.

Dale Myska: Top three tools. Um, I, I love Claude, I do, I mean, I know ChatGPT, you know, we we we joke in our trainings around it’s the become like the Kleenex of facial tissues, like tissues like everyone just says ChatGPT, even if they’re using other, other large language models. I love Claude. I love the output that it gives. I just I’ve been able to build some things in there. It’s gotten to know me very well. Um, so I would say that that’s probably my number one, but they bounce back and forth. I mean, you know, since the 1st of December, these models have just stair stepped one another and with new releases and there’s rumored to be a new Claude model being released any day now. Um, but I would say is is definitely, you know, number two. And then man, the third one, I guess it just sort of depends on what you’re trying to do. Like, we’re I’ve been messing around with one called Hey Gen a lot, which is not a platform. It’s a tool to do like, um, AI avatar type, um, digital. Um, you know, where you can you I can I’ve put my voice into it. I’ve recorded myself into it. Now I can give it a script and it’s going to sound. It’s going to be me, but not me, if that makes sense.

Ramzi Daklouche: So what is the name of that?

Dale Myska: It’s called hagan h e y g e n h e y. So that’s fun. I mean, I’ll be honest with you, I haven’t figured out a great way to put that into, like, a good use to drive US business, but it’s fun to mess around in. Um, so that’s a lot. There’s another one that does the same thing called did. Um, and those are fun to play with.

Ramzi Daklouche: Awesome. For me, I got to tell you, mine as a platform. I don’t know, Claud. I’m gonna get to meet Claud, but I like ChatGPT. I mean, I’m a huge user. And like you said, one thing that people don’t know is once you really get involved in it and use it on a regular basis, it knows you, right? I can ask a question. Hey, uh, remember this. Do this, and it will bring it all together. So it’s really, really cool, right? And the second one I like, I got like 4 or 4 of them all from my business texter. I don’t know if you’ve heard of it. Teksty. It really does. Incredible with blogging and adding videos, adding pictures, all the stuff. So I love that tool. And it’s a tool, not a platform, right? So the only platform I use is ChatGPT. The rest of my tool, the other one, which is incredible. So short story is I wanted to buy, you know, in my business I got to get a list of businesses right to go to. Right. And everything I found is kicks back 80%. Like, if it’s infozoom, whatever kicks back 80%. So I thought somebody is doing. I work with it. So I found this company called invent I and I and I literally can tell it. Hey listen, I’m looking for companies in whatever industry owner has to be over the age of 55, ready to retire, and the revenue has to be between five and whatever.

Ramzi Daklouche: And I get all this information. I get the CEO, the president information, I get, uh, email addresses. I can see, uh, how long have they been in been in business, how much they’ve grown, how how many people. They’ve literally everything. So invent I, I highly recommend it for people that are in sales. Incredibly positive tool. And the last tool I have is something called Cyber Pro. And literally they write for, for my business. They write a confidential information memorandum and and very professional work they do. It’s all based on AI. So for example, if I need to write it, I could be talking to you right now. They take all the information and it becomes my confidential. So there’s a lot of tools out there for people in every industry and in my specific industry. And I share this information. I want people to use it to be more productive. Right. So, um, so yeah, I love I love AI and I continue to kind of go after AI. So let’s talk about something else a little bit because there’s also the other fear of AI, right? You know, we’re hearing a lot about cyber cyborgs, right? Employees using AI without telling anyone. What opportunities and risks does this present to small businesses or to businesses in general?

Dale Myska: Yeah, I mean, I think there’s a you know, there’s an article out there that talks about this and and it really goes to what I talked about a little bit ago on, on building that culture. There’s people out there in your company, if you’re not talking about AI, they’re probably using it and just not telling anyone. And, you know, they don’t want to diminish their, you know, the perceived diminish their personal brand that they’re using AI to help them or the company just is kind of, like I said, keeping it at arm’s length. So they’re using it kind of on the side. And, you know, this is costing companies one. It’s it’s costing companies the productivity of sharing. I mean, truly like getting everyone upskilled to a certain level, like there’s going to be people that are higher than, than that level right now, but at least you can try and upskill everyone at the same time to get them to be familiar with it, to use it. And then you eliminate that that phenomenon of secret cyborgs that are using it out there. And really the risk, you know, one of the risks to that is if you don’t have a policy or you know how, what can and can’t be put into one of these models that certainly, you know, that puts a company at risk. If someone inadvertently puts in company, you know, secrets or, you know, numbers, that if it’s going into one of those models, that model is going to learn off of it. And, you know, how likely is it somebody going to craft a prompt that exactly says, tell me everything about what Ramsay has done in his, uh, in his business. If you if you put it in there, that’s that’s unlikely, but it will pull from it if someone is looking for similar information. So I think that’s probably the biggest thing of, you know, the two things for me are you’re limiting the the potential productivity of your of your employees and your business, and you’re potentially putting the folks that are using it may not be using it the way that you’d want them to.

Ramzi Daklouche: So how should these and I’m sure that’s part of what you do as well. Uh, you know, foster the culture of I it’s not going to go away, actually. It’s just going to get better. Right? Like anything else that starts, people try to kind of hide it and don’t use that. And there’s a lot of, uh, you know, uh, things like that. But how can companies foster this culture of I invite it in, right? Without really, like you said, destroying the security and controls that they should have.

Dale Myska: Um, you know, this isn’t you know, the sales plug here is is not intentional. But when we go in and and, and train a company or a department, it tells the entire, you know, that entire group of people that it’s okay and that, you know, we’ll be you can use it. Here’s the best way to use it. We have the next level. You know, where we want to go train somebody and then help them build a policy. So we’ll train you and then we’ll help you build a policy so you can put it in your employee handbook or whatever, you know, piece of material that you have to make sure you’ve set some got some guardrails around it for, for employees to, you know, give them expectations, say it’s okay, but here’s what to do and here’s what not to do.

Ramzi Daklouche: Yeah. Great. So I know you work with a lot of businesses. I’m sure one of the things you have to look at is what’s the return on investment, right? I mean, how does AI give me return on investment? Do you have any good examples? And how should businesses, specifically small businesses, look at the return on investment with AI?

Dale Myska: There’s a lot of studies out there. Um, one that we tend to lean towards here more recently is if you think of if you say each employee one hour per day, that’s five hours per week. And if you assume a 50 hour or a 50 week work year, that’s 250 hours per year per employee. That’s conservative. You know, if if your average fully loaded employee is is $50 an hour, it’s not hard to do the math. And, you know, even if you take a a lower adoption rate and apply it, it’s still it’s real money. I mean, if you pay to have a good a good company, come in and train your employees, you will see the return. Now, one thing we always start our trainings with is, you know that one of that fear pieces of fear is AI is going to replace me. And we we like to say AI isn’t going to replace you in your company, but somebody using I might. If you’re not, if you’re not indeed yourself. And I think that’s where if you again just level up everyone at the same time, you’re telling them it’s okay. And then, you know, everyone starts sharing and hey, I tried this or this is a great way to to get that information. And, you know, we see it a lot in marketing departments. They’re usually the early adopters with it right now for exactly what you said, Ramsey, as far as content creation and, you know, it’s just so much faster to do it. And, you know, if you take the product that you get and just copy and paste it, it’s not great. You know, it’s probably 80% there. It’s good to take it and personalize it and make it your own. And and you know, so it’s not just copy and paste from I, you know, you can train these models to do pretty darn good. But initially you’ve got you know, you’ve got to do the work to get them there.

Ramzi Daklouche: That is exactly right. Yeah. Do you have any good examples of companies that you really have seen transformed since you’ve been in this industry? Warm their business and what was the outcome?

Dale Myska: We certainly have worked with with several clients that, you know and that always want more. You know, that’s that’s the the really fun thing is we’ll sit in a training and typically our trainings are done over Google Meet or Zoom. And we ask people to keep their cameras on and you’ll see like we’ll cover something. You can see the reactions of people or you know, they’re playing with with prompts that we give them, and they’re seeing the output because they’ve never, never used it before. So the use, you know, the the company, the clients that we’ve seen that have truly not just sent one person to one of our classes, but trained their entire department or their entire company. They continue to want more. They want to keep leveling up because things are changing so fast. And the feedback that we receive from, you know, the decision makers that are hiring us is, you know, it’s it’s changed how we do business. Everyone’s talking about it, everyone’s using it. And the fun thing is, is when people realize that it’s not just. You don’t just have to use it for business, you can use it at home, too. I mean, I used it to help fix my microwave a couple weeks ago or, you know, do meal planning with and put in like, I have two young children that have very different palates and help me plan out five days of meals with recipes and a grocery list, and it’ll do that. So that’s the fun thing of, you know, yes, there’s there’s such great business aspects to it, no question, but it’s really cool when you start seeing people apply it to their daily lives and, you know, is the ROI there. I said, you know, early on, pay the $20 for the for the pro versions or the, the plus versions of the models because you’re going to get you’re going to get it back relatively.

Ramzi Daklouche: Yeah I think you’re right, I think but I think one thing that stands, it takes time to learn it and not learning it. I mean, learning it is easy. Just ask a question, Let’s start with asking a question. But I think the the, you know, on purpose prompts and asking the next question are very important. So you got to really learn how to ask a question. And then once you see the outcome, what’s that next question. So you got to be a little bit curious about what this model could do for you to kind of continue to ask questions to get to the, you know, the root of what you’re looking for. And then I’m like you, I literally use it for everything. I mean, I don’t know anything, but, you know, a short story. I want to get back into golf. And I say, you know, I haven’t played in 20 years. So I said, hey, uh ChatGPT. What are some really forgiving, you know, uh, golf clubs, uh, for, for new players. And they gave me a list. Okay. But here’s kind of like where my speed is based on what I did last, you know, last time. And it gave me exactly what I should be looking for. So after that, I bought and went to the pro. I said, what do you think? He said, oh my God, I could not have picked anything better for you. Honestly, I had a pro told me because I’m because I’m taking some lessons that. Oh, no, I couldn’t have picked anything better for you. They’re perfect for you. So you can really. And again, this is probably silly that I did it. It’s lazy. I didn’t want to go to the store and get fitted for perfect. So I did it just online and order them online. But you know, you could do it more fun way than I did it. But you can really get to the bottom of a lot of things with these tools. That’s awesome.

Dale Myska: Absolutely, absolutely.

Ramzi Daklouche: They’ll tell them a little about your company because I know you guys serve a business of all sizes, but how can I really do focus on, um, on a small business? I really have compassion and passion for small business. And because I see them a lot and I in a different episode, we talked about it where they work in the business, on the business. Right? I mean, they always working in the business. They are the best technician for any business, right? They’re the best engineers for their business, but they’re really not working on their business. And I find that with AI, you can really, um, some of the things that you should be doing can be handed to AI to help you, right, with your assistance. Um, and, uh, the best podcast I heard last week. And I forgot the name of the podcaster. He said. Ai is really your best executive for small business. The best executive. And I thought that was genius, because for me, like, I, I don’t know, a day that I don’t spend. Hours, uh, creating or doing something with AI, right? I, you know.

Dale Myska: I pride myself on how many times a day I can run out of tokens. Um.

Ramzi Daklouche: I’ve done that. I’ve done that with everything. I even used, by the way, I use AI for, uh, you know, for zoom, because. And then I send it out to my clients, like, here’s what we talked about. Like, they think I’m really that attentive. I’m not I don’t have that attention span, but other AI actually doesn’t. You know, he doesn’t have the attention span. So he helps me a lot. Right.

Dale Myska: Absolutely.

Ramzi Daklouche: Yeah. So tell me, You know. Like how? Tell me a little bit about the company. And tell me, how do small businesses engage in something like this? And maybe you guys have classes and maybe you haven’t thought of, like, for multiple people to kind of come in online and learn a little bit about I. I’d love to hear more about that.

Dale Myska: So we do it in a couple of different ways. I mean, you and I met, you know, in our past lives in the franchise space. So a lot of our clients are franchise brands, um, both on the franchisee side and the franchisor side. Um, but we kind of approach business in two different ways. So we have our individual classes that we run quarterly. You know, I 1.0 I for franchise development, marketing, so on and so forth. I 2.0, um, a list of classes that we just offer for anyone that wants to sign up. So that’s really a great opportunity for a small business owner to, to level up, go and just join one of these. I they’re all live. They’re not recorded. So we’re facilitating them live answering questions. People are engaging from different companies and backgrounds and and sharing ideas and things like that. Those are um, those are there. Then we have our enterprise training. So a lot of times someone will take the initiative themselves and join one of our class. Our individual classes, and then go tell their their company, we need to do this for everybody. And then they’ll hire us to, to come in and do either live or virtually.

Dale Myska: Um, come in and and teach them on AI. So, um, we’ve got a really good client right now that they’re we’re training their entire company on AI 1.0. We’re training their marketing department on marketing, and then we’re training their franchise development department on franchise development with AI tools. So, um, there’s a lot of ways to engage with us. I would say for, you know, a small business owner that doesn’t, you know, only has a handful of employees sign up for one of our of our individual classes. It truly is. The feedback we get is unbelievable. Um, and people just taking it and saying it’s not as scary as I thought it was. I mean, I think that’s the the biggest takeaway is it’s so our trainings are very approachable. First of all, you know, we say it’s just humans learning from humans and then, you know, but then they realize that AI is pretty approachable too. It just it sounds scary from, you know, Terminator or Minority Report or any of those movies out there that came out in the 80s and 90s.

Ramzi Daklouche: Yeah. An AI is industry agnostic when you ask questions. It doesn’t care what industry you’re in. It’s going to give you some information so you don’t really have to go to somebody in your industry or whatever and learn AI. You can really learn it just once you once you get the hang of it. It’s like anything else. You just have to kind of continue to practice. But hopefully these two vows, you know, you’re not ashamed for using these two vows because I hear that a lot. Like, oh no, we don’t use AI. We do it the old way. We spend an hour or two a day working on something that actually takes me maybe an hour to do. You know, in my office. So. And I see that a lot in my industry. It’s a very antiquated industry. So when I started this company, I thought, I’m going to use AI for everything, and I’m not going to allow anyone to shame me for using AI. I seem to be vocal about it and teach people how to use it, so hopefully that continues. So okay, what is the future?

Dale Myska: It’s a great way to scale a business. I mean, truly, if you do, if you start using it, you’ll use it as you’ve seen with your business, you’ll scale faster and without as much, you know, capital investment or human capital investment, you’ll be able to to do a lot more with less.

Ramzi Daklouche: Yeah. You know what I mean. Three things every business needs, right? You need assist somebody to help you take away from you all the stuff that you don’t want to do, right. You need an assistant. Then you need somebody to do marketing for you. And then you need somebody to do sales. That’s when you know you have time when somebody do a selfie. And then the fourth is to kind of work outside the company so you can actually build more on the company. Right. These four things well, already eliminated two things, right. I mean, my my assistant is I, um, now my marketing is also through I, I build it through all through. I sales still have to do myself, which is right now. Great. But eventually once I build my team, I can get out of that and actually just focus on how to build more so and without without hiring two people, just myself and AI tools that I use. And you’re right, I paid the $20 a year, the $20 there, that’s fine. But total it cost me a lot less than hiring 2 or 3 people working. And then if they don’t work out, I got to let them go or whatever it is, including all the stuff. So for small business, I find it to be invaluable what we could do with it. What’s the trend for AI so we can close this up? What’s the trend for the AI in the next two three years? Where do you see it going down?

Dale Myska: I mean, I think the, the only way I can try to wrap my brain around AI is, is another revolution. You know, the industrial revolution, the internet, you know, things like that. This is the next kind of big revolution. Um, and I’m not trying. I don’t think that’s even over overselling it, quite frankly. I think where it’s going in the, in the next few years is it’s going fast. I mean, just the way these models are growing and changing. And, you know, if you’re an Nvidia stockholder, you can see, um, how much their stock has changed because they’re the ones making the best GPUs in the world that run in these data centers. It’s it’s it’s going to get to a point, just like the internet is for us today. You can’t do business without it. I mean, truly, you can’t have a true business presence without some sort of presence on the internet. I don’t think you can. You can’t compete 1 to 1 with a company that’s using AI effectively to a company that isn’t using it at all, that one that’s using it effectively is going to pass them by. So I really think it just the next couple of years are just going to be adoption. You know, more and more people are going to realize that it’s it’s unavoidable and then start to, you know, get in there, get trained, get educated and, and get on, you know, get going in it quite frankly, because it’s it’s coming and I don’t think it’s stopping anytime soon. And the only place in the world that’s trying to slow it right down right now is the is Europe. Everyone else is isn’t doing it right now. And I don’t think they will because there’s so many benefits. And if you can do the right thing on the front end to, you know, make it harder for the bad actors, then there’s there’s no reason to not use it.

Ramzi Daklouche: I agree with you, and I really do believe that the tools we’re going to see out of AI are going to continue to grow, right? We have platforms. We have very strong platforms. I mean, you know, I think now use ChatGPT more than I use Google actually. And I actually one day I looked at it and say, wow, I’m, I’m looking for things on ChatGPT and not Google. Uh, so yeah, but I think the tools next like, you know, uh, all the way from financial tools all the way to graphic tools, anything you want, I think that is going to continue to grow. And a lot of platforms are building on that. Sometimes the tools, the prices are a little bit higher and they will drop as more entrants will come into that market.

Dale Myska: Absolutely.

Ramzi Daklouche: Great. Well, listen, Dale, this has been fantastic. I can talk about AI all day long, I appreciate it. I appreciate your time and anything, uh, at the you know, what do you think? Uh, anything you want to kind of close with, please. It’s your time.

Dale Myska: I’d love to just give a plug to our website and, you know, give people the tools to to reach out to us, if that’s okay. Um, yeah.

Ramzi Daklouche: Yeah. Do that. Absolutely.

Dale Myska: Yeah. The website is train in your lane.com. Com so it’s spelled just like that all the way out. You can reach me directly on my email address is Dale Dale E at training your.com? I’m happy to answer the questions. All of our classes are are put up there on the site for people to to register for. And if you want to look for an enterprise training, um, for your, for your company, uh, contact me directly. I’ll be happy to, to walk you through that process and how how it all works. So I look, Ramsey, I’m so excited that you invited me to be on this. It’s fun to talk. As you said, it’s it’s fun to talk about AI. And, you know, I think the more people that just start to mess around in the tools, you know, outside of sharing, like confidential information or company secrets, you can’t break it. So just go play. You know, just go use it, get familiar with it, ask it the questions that you want to know. Um, you know, a lot of people say, well, how do I know how to prompt? Well, you can ask. You can ask ChatGPT to help me write a good prompt for this. And it’s remarkable the the results that you’ll get.

Ramzi Daklouche: So and once you once you ask it, read that little paragraph at the bottom every time you ask a question because it knows what your next question should be, just say yes to it. Right. So I can I can geek out. I can talk about it all day long because I’m excited about AI and I think that should be adopted. Shouldn’t be. These two small vowels shouldn’t be, you know, a shame. You know, vowels. They should be really adopted by a lot of companies. And keep it moving forward so we can get more productive as humans. Great. Well, thank you again, Dale. I appreciate your time.

Dale Myska: Thank you Ramsey. Always good to chat with you.

Ramzi Daklouche: All right buddy, thank you.

 

About Your Host

Ramzi Daklouche is Principal at VR Business Sales. His mission is to facilitate seamless transitions for business owners looking to sell or scale. The organization’s four-decade legacy in managing transactions, from modest enterprises to extensive mergers, resonates with his expertise in mergers and acquisitions. Our collaborative approach consistently unlocks the true value of businesses, ensuring sellers’ peace of mind throughout the process.

His journey began when he left corporate world to venture into the challenging realm of entrepreneurship. After running their own business for several years and earning accolades for their dedication to service and quality, he decided to establish VR Business Sales Mergers and Acquisitions Atlanta. Their mission is to provide unmatched value through transparency, security, diversity, service, and experience.

At VR Business Sales Mergers and Acquisitions Atlanta, they empower business owners and buyers with clear, honest guidance and exceptional service throughout every step of the transaction process. While their office is based in Atlanta, they offer their services nationally and globally, embracing diversity and engaging with a broad spectrum of communities and businesses.

With decades of industry expertise, they aim to build lasting relationships based on trust and excellence, enabling their clients to achieve their business goals with confidence and peace of mind. Whether they are transitioning from owning their business or moving toward ownership, they’re here to support every step of the way, navigating the vibrant landscape of Atlanta’s business community and National & Global markets for remarkable success.

Connect with Ramzi on LinkedIn.

 

Tagged With: Train in Your Lane

Bryan Holyfield – HolyFit Coaching

February 10, 2025 by Rose

North Georgia Business Radio
North Georgia Business Radio
Bryan Holyfield - HolyFit Coaching
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“Stop compartmentalizing your health. Every hour in the gym is an hour you won’t spend in a doctor’s office at 65.” –Bryan Holyfield

As business owners and leaders, we often juggle multiple responsibilities, leaving little time for personal health and fitness. But what if I told you that investing in your physical well-being could be the key to unlocking your full potential as a leader and entrepreneur?

Bryan Holyfield of HolyFit Coaching speaks with us about how busy professionals and business owners can transform their lives through integrated fitness and faith.

Brian’s journey from educator to fitness coach is inspiring, and his insights on the importance of prioritizing health alongside business success are invaluable; how busy professionals and business owners can transform their lives through integrated fitness and faith.

One of the biggest obstacles many of us face when it comes to fitness is the belief that we don’t have time. Sound familiar? Brian emphasizes that this mindset is counterproductive:

“If you don’t take care of your fitness, you’re gonna have less time because you’re gonna have less energy.”

This is where accountability becomes crucial. Having a coach or mentor can provide the structure and support needed to integrate healthy habits into your busy life. It’s not about finding more time, but about making the most of the time you have.

Integrating Health into Your Life

Bryan shares practical strategies for weaving fitness into your daily life, whether it’s family time or work routines.

His approach isn’t about compartmentalizing fitness as a separate part of your day. Instead, he encourages clients to look for ways to integrate healthy principles into their existing routines. This could mean:

  • Taking walking meetings
  • Using standing desks
  • Incorporating family activities that get you moving

The goal is to create a cohesive lifestyle where health and business success go hand in hand.

The Ripple Effect of Personal Health

Investing in your health isn’t just about looking good or having more energy. It can have a profound impact on various aspects of your life and business:

Increased Confidence: As you start taking care of yourself, your self-assurance grows, which can translate into more effective leadership.

Better Decision Making: A healthy body supports a clear mind, leading to improved decision-making skills.

Role Model for Your Team: When you prioritize your health, you set a positive example for your employees and create a culture of well-being.

Long-term Sustainability: Taking care of your health now can prevent burnout and health issues down the road, ensuring you can lead your business for years to come.

Small Wins, Big Health

Bryan is the author of “Small Wins, Big Health.” In his book he emphasizes that sustainable transformation comes from consistent, small actions – not dramatic overnight changes.

If you’re a:

  • Busy professional struggling to prioritize health
  • Parent wanting to lead by example
  • Business leader seeking better work-life integration
  • Feeling stuck in their fitness journey

Taking the First Step

If you’re feeling inspired to prioritize your health but aren’t sure where to start, here are a few actionable steps:

  • Set Realistic Goals: Start small and build momentum.
  • Find Your Why: Connect your fitness goals to your broader life and business objectives.
  • Seek Professional Guidance: Consider working with a coach who understands the unique challenges of entrepreneurs.
  • Create Accountability: Share your goals with a friend, colleague, or mentor who can support your journey.

Remember, investing in your health isn’t selfish or indulgent – it’s a crucial component of your success as a leader and entrepreneur. By taking care of yourself, you’re better equipped to take care of your business and lead your team effectively.

You don’t want to miss this powerful segment!

 

Resources:

Check out Bryan’s book Small Wins, Big Health on Amazon

Connect with Bryan:

https://holyfitcoaching.com/

https://www.instagram.com/bryanholy.fit/

 

Connect with Phil Bonelli:

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

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

https://www.hopewellfarmsga.com/

 

Connect with Beau Henderson:

https://RichLifeAdvisors.com

https://www.facebook.com/RichLifeAdvisors

https://www.facebook.com/NorthGARadioX

 

This Segment Is Brought To You By Our Amazing Sponsors

Hopewell Farms GA

Roundtable Advisors

RichLife Advisors

Regions Bank

 

Highlights of the Show:

00:31 – The Importance of Fitness for Business Leaders

  • Phil emphasizes how fitness impacts leadership, productivity, and home life.
  • Introduces guest Brian Holyfield of HolyFit Coaching.

01:12 – What is HolyFit Coaching?

  • Brian Holyfield explains his business:
    • Combines fitness, nutrition, and faith.
    • Targets midlife professional dads who struggle with balancing health and responsibilities.
    • Advocates health integration rather than compartmentalization.

02:03 – The Biggest Obstacle: “I Don’t Have Time”

  • 95% of clients say they struggle with time management.
  • Brian teaches habit integration:
    • Examples: Playing tag with kids instead of formal workouts.
    • Long-term benefit: Investing time in fitness now saves time later by reducing doctor visits.

03:54 – Starting HolyFit Coaching

  • Brian’s background:
    • Former educator.
    • Took a leap of faith into entrepreneurship.
    • Invested $3,000 on a credit card to hire a business mentor.
    • Learned pricing, structure, delivery systems.

06:39 – The Role of Accountability

  • Clients stay committed when they invest money and time.
  • Mentorship provides guidance and a structured plan.

09:25 – Hiring a Professional for Health

  • Brian’s client example:
    • Underwent fitness coaching for a year without results.
    • Discovered a testosterone issue through specialist referral.
    • After proper treatment, lost 70 pounds and gained muscle.

12:23 – Brian’s Book: Small Wins, Big Health

  • Available on Amazon in Kindle, audiobook (AI-narrated), and hardcover.
  • Focuses on habit-building and long-term health success.

16:58 – The Power of Fitness Coaching

  • Biggest transformation for clients:
    • Confidence boost from consistent fitness habits.
    • Clients who once avoided taking their shirts off now feel comfortable in their skin.
    • Shift from vanity-driven to purpose-driven fitness.

22:34 – How Brian Grew His Business

  • Instagram was key: 80% of clients came from social media.
  • Started with teachers as a niche but pivoted due to low disposable income.
  • Within 9 months, online coaching surpassed his teaching salary.

25:11 – Taking a Leap of Faith

  • The week after quitting his teaching job, Brian’s family learned they were expecting their fourth child.
  • Used the pressure as motivation to grow his business.

30:38 – Facilitating Iron Forums

  • Iron Forums: A faith-driven business leadership group.
  • Brian leads the Gainesville, GA chapter.
  • Helps entrepreneurs balance business, family, and faith.

33:01 – Brian’s Background: From Mississippi to Moscow

  • Grew up in Mississippi but lived 9 years in Russia as a missionary kid.
  • Studied Russian and East European History at Indiana University.
  • Taught Russian at the university level before pivoting to fitness.

36:11 – Cold Exposure & Fitness

  • Cold therapy benefits:
    • Reduces inflammation.
    • Helps with mental clarity and discipline.
  • Fun Fact: Russians use extreme sauna and ice baths as a recovery method.

39:26 – Final Thoughts

  • Encourages people to join his free Facebook community: Be Holy and Be Fit.
  • Connect with Brian via:
    • Instagram (@brianholy.fit)
    • YouTube
    • Website: holyfitcoaching.com

Tagged With: Bryan Holyfield, business leadership, faith and fitness, health and business success, healthy lifestyle, Holyfit Coaching, north georgia business radio, work-life balance

Lilly Powell – Residential Interior Designer

February 4, 2025 by angishields

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Houston Business Radio
Lilly Powell - Residential Interior Designer
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Lilly-PowellLilly Powell is a passionate and vibrant interior designer known for bringing warmth, creativity, and positive energy to every space she transforms.

With a deep understanding of the psychological impact of colors, she helps clients create homes they truly love—whether it’s refreshing a living space, designing functional home offices, or preparing a house for sale with the perfect neutral tones. Her journey into interior design was serendipitous, but once she realized her natural talent could become a thriving career, she never looked back.

Beyond design, Lilly is a devoted wife of nearly 20 years, a proud mother to her 13-year-old, and a loving pet parent to both a cat and a dog. She values family, friendships, and meaningful connections in all aspects of life.

In her discussion with Trisha, she shared insights on color psychology, home office transitions, and a memorable kitchen and bathroom makeover. Her mission is simple: to make every client feel truly at home in their space.

Connect with Lilly on LinkedIn and Facebook.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

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

Trisha Stetzel: Hello, Houston. Trisha Stetzel here bringing you another episode of Houston Business Radio. It is my pleasure. And by the way, another guest introduced to me through BNI network, which is really fun and interesting. Uh, it is my pleasure to have Lilly on with me today. Kirby and Z interior designs. She and I have had the opportunity to catch up a couple of times before, and she does amazing work. Lilly, welcome to the show.

Lilly Powell: Thank you. Pleasure to be here.

Trisha Stetzel: I’m so excited. We had some really good conversation before we started recording today, so I can’t wait to really dig into the details. So Lilly, if you wouldn’t mind, just give our audience a little background and how you got into interior design in the first place.

Lilly Powell: So I was asked the age old question, what do you want to do when you grow up? And I was about 30, a little late to the game. Um, we had adopted a baby, and, uh, it was something, you know, I wanted to be a mom first. So I decided interior design was in my blood and my passion and, uh, you know, started working for a firm and realized that I was working too many hours to be a mom. And so I decided to go out on my own and voila! Kirby and Z was born. And so we’ve been in business for ten years now, and the baby is 1314 now. So yeah, she’s a big girl.

Trisha Stetzel: Goodness, Lily, by the way, 30 is not too old to be asking yourself, what do I want to be when I grow up? Because I’m still asking. I’m way past 30. Uh, I know that you have a passion for this particular industry, and I want to focus on a couple of couple of areas that I’m curious about. Uh, we’ve talked a little bit about color and the psychology behind that, and it sounds like it’s really important when it comes to decorating, whether it’s in your home, in your office, or even in a corporate space. Tell me more about color and the psychology of colors around decorating.

Lilly Powell: So I have done a couple of talks for a real estate agent and, you know, some friends and just kind of diving into the color. If you go into a dentist office like a pediatric dentist, they’re going to have these vibrant colors because they want these kids to kind of feel comfortable and still happy go lucky, you know, when they’re coming into the dentist office because it can be scary. Um, and so it’s just one of those things that’s kind of like, you tell me who your friends are. I’ll tell you who you are. It’s the same principle. Who, who and what you surround yourself with is going to evoke a feeling. And so a lot of times, I will walk into a place, for example, hospital. And, you know, I see these bleak colors and in my mind I’m just like, wow, they should have brighter colors, you know, to help these people get through whatever they’re getting through here at the hospital. And so it is it makes a difference. You know, what you surround yourself with, whether it be at home or in your business. One of the things that I do like to do with a lot of my clients is when they are decorating their bedrooms. A lot of times we’ll make those colors a little more, a deeper color. Why is that? Well, because that’s where you’re going to bed, right? It’s time to calm down. It’s time to bring your blood pressure down. And some of these colors have shown, you know, to do that. So it’s important.

Trisha Stetzel: Yeah. Oh my gosh. So I get in this corporate environment or hospital environments what those colors should look like. So from I want to dive back into this, this home environment where the bedrooms should be dark. What about like kitchens or living rooms. Is it about your personality? Is there like a color palette that you suggest more often than not? What does that look like when helping a client pick out colors?

Lilly Powell: Uh, it is going to depend a lot on the client themselves. You know, I’ll ask them, like, you know, what colors do you like? And a lot of times they will say, oh, I like all colors. And my response is, okay, we’ll do purple with green polka dots. Okay. I don’t like green and purple. Okay. What color do you like? And so it’s my job to like, drill down. You know what? What do you like? Where do you live? So if you come into my house, it’s, um. I have two chairs that have teal and pink and lime green, and so that’s where I like to live. So if you’re going into a kitchen and it’s your personality, you know, to be bright, you go with bright blues, bright yellows. You want something a little more subdued than you would go, maybe, you know, with like a navy countertop. And a lot of times, you know, it just depends on the client. And that is one of the things that I pride myself in as a designer is listening to what the client wants, not necessarily me being the designer, you know, picking for the client. It’s it’s about listening.

Trisha Stetzel: Yeah, I love that. And I love that you said purple with green polka dots or whatever it was, right? Like, okay, maybe I don’t love all colors. Yeah. Uh, so I have a question for you. For those of you who can’t see us on video because it’s only audio. I sit in an in an office with no color, uh, because my walls are all cedar. So what? What does that say about me, Lily?

Lilly Powell: You’re okay with living in Cedar?

Trisha Stetzel: I love that. That’s funny. It is just. Yeah. Just to be clear, it’s a tiny house, so I’m not painting the cedar. But I do have some really cool paintings. It’s all filled with brightly colored, uh, music. Artwork. Uh, so that probably says some crazy things about me, right?

Lilly Powell: And that’s what it is. Your personality comes out through what you surround yourself with, and people don’t realize it sometimes. Um, I did have a, you know, a period in my life where I wasn’t as happy and I did, you know, battle depression a little bit. And that was around the time that we moved into this house. And I had a friend come in and she said, you know, this house doesn’t look like you. And I kind of took a step back and I was like, oh, that’s because I was not in the right space when I decorated. And so I decorated to where I was at in my life. And it was the weirdest thing that she she was able to point that out, but I was able to take a step back and be like, oh, we need to redo this. And now we’ve got, you know, the pinks and the blues and the lime greens that you know, I’m talking about. And so it does it, you know, it it matters. It really does.

Trisha Stetzel: Yeah I can see that. Where colors really bring your personality to life. Meaning things that make you happy, right? And it really brings out the best in you. Even just thinking about the clothes. So it’s just as important to think about the colors in your house as it is, ladies, to pick out the outfit that you love. Right. You’re going to go in your closet and you’re going to pick out an outfit and wear a certain color. You know which colors you like and which ones you don’t. It’s just as important to have that surrounding you in your, um, home and even in your office. So I’m curious, Lily, um, what types of clients do you typically work with? Is it home? Is it office? Is it home? Office? What does that look like for you?

Lilly Powell: So I mostly do residential. Occasionally I’ll have an existing client ask, you know, hey, can you put some stuff in my office? But it’s mostly residential that we stick to. Um. The demographic. We did some research and come to find out that it’s mostly, uh, women. Uh, I think it was over the age of 40 and divorced men. Very weird. But those are my clients that I’ve been drawing to me. Uh, and so, yeah, those have been my clients. But, you know, in between, I’ve had families starting, um, you know, couples starting new families where we do a nursery. We have, um, you know, a library shelf built into an existing office for, you know, all the clients are now working from home. So it just varies.

Trisha Stetzel: Oh, wow, I love that. I know you and I had a longer conversation the last time we met about, uh, all of these, um, most of them are women. The people that I engage with that are moving from office to work, from home, and they’re sitting in a place that’s not actually their office. And how great would it be to engage with someone like you who could help them through the process of really turning that into a place that they can grow their business. Like, that sounds amazing. Yeah, that sounds like so much fun. So the most it is interesting that your clients are women over 40 and divorced men. So if you’re listening, uh, Lilly might be your gal, right? Uh, especially for those of you who have started working from home. And by the way, just from a business perspective, you need to fill your office with things that make you happy and excited and the things that are going to help you flourish. And I know that, Lilly, you could help folks with that. Um, really get that office into a space where they can grow, right? You don’t want it to be a place where you dread going to the office, even in your own home, right? Yeah. Um, so talk to me about why having someone like you with your skills on my team is important. So why would I hire an interior designer in the first place?

Lilly Powell: A lot of times it is less expensive to hire me than for you to go out and buy furniture out on your own.

Trisha Stetzel: Okay.

Lilly Powell: Shocking, right? So a lot of times you go into a furniture store and their ceilings are going to be either 22 foot ceilings or it’s a giant store. And so you find this wonderful bed that looks amazing. You buy it, you get it home and you realize, oh, my ceilings are nine foot ceilings. And all of a sudden you have this enormous bed taking up the entire space of your room, and you have room for nothing else. And so a lot of times that’s where I can come in and just consult and just be like, okay, this is a great bed and everything, but let’s see if we can find something that actually is to scale for your house. And so I do have one client in particular. She hired me for that reason. And she told me she’s like, I know that if I do not hire a designer, I’m going to end up spending more money because I’ll get it to the house. It’s the wrong shade. It’s the wrong size. It’s whatever. So a lot of times it’s just easier to have that person that does this for a living to come in and just say, hey, this is going to work. This isn’t going to work. Let’s see what we can find. Um, that, you know, that’s going to make you happy and still give you what you want.

Trisha Stetzel: Um, yeah, I love that. My bed’s way too big for my bedroom. Lily, I might need one of those. Uh, well, and, you know, just just to give myself a little credit, it was because we moved from one house to another house, and we had that bed there, and, well, it doesn’t exactly fit here. It fills the room, which is. Okay. Um, let’s. I know that most of your clientele, uh, as you mentioned in your study, are women over 40 and divorced men. But I also know that there’s another area that you specialize in which is aging in place. Can we talk a talk a little bit more about that? What does it mean and how do you help?

Lilly Powell: Absolutely. So aging in place is exactly what it says aging in place. A lot of my clients are baby boomers that are now empty nesters, um, retirees. And a lot of times the choices are they either move to a facility where, you know, um, aging, uh, I forget what the name of the facility is anyway. A facility where they can, you know, grow older. They have assistance if needed, or they have to downsize to a smaller house. And a lot of times I can come in and I can just help them by opening bathroom doors, you know, to fit a wheelchair or a walker if needed, later on in life. I can reinforce the walls so that we can add grab bars to showers and bathrooms, stairwells, you know, different areas of the house, um, install different kind of flooring. That’s not going to be so slippery so that, you know, as they’re shuffling, shuffling along, which happens, it’s going to happen. You know, most of us, they don’t slip and fall. I even went as far as installing a heated floor for one client, which is in Houston. She’s like, yes. I was like, all right, let’s do it. So we did it. And recently we did. Um, we installed an elevator for another client. Same thing, aging in place. It’s a four story house. She doesn’t want to move. And we did research and we looked at all of our choices as far as, like, you know, this is where you can move to or this is where you can stay and this is what we can do. Price point I brought in a real estate agent to help her. You know, this is how much your house will sell for. This is what we’re going to buy for, you know, your new facility. And we just went through the whole process with her and helped her make that final decision, you know, to remodel and install an elevator. So, you know, that’s it’s just it makes me happy to see her, you know, in her little elevator. And she had a party and brought all her friends over. And so it’s it’s very cool. So. Yeah.

Trisha Stetzel: Wow. You do so much more, Lily, than than just help people with colors. It’s amazing. And so for those listeners who know me well enough, you know that I have, um, uh, lots of energy that I put into, uh, my grandmother and my mother and I. These things are so important, Lily. You know, there are studies that say our seniors who are getting older and older fear losing their independence more than they do actually passing away, which is this space that you’re in, which is aging in place and helping them be able to stay at home and keep their independence is so important. We have so many baby boomers, um, living right now, uh, who are in that difficult place, right? Can I stay here or do I need to go to a facility? So in that, in that space as well. So you do some can we call it remodeling. Like what. So aging in place you’re doing a lot more than just interior design. So can you really describe all of the services that you can provide for your clients.

Lilly Powell: Well let’s see let’s pull out the list. So yes I do pick out colors, um pillows, which is, you know, the basic interior design stuff. But we do, uh, go in and we can remodel kitchens and bathrooms. Those are typically the things that we’re remodeling a lot of times, um, it’ll start with, hey, you know, I need a new color for my bathroom, and we just it kind of just escalates and moves into, you know, let’s just do a remodel. And so that’s definitely something that we provide. So it’s it’s a little bit of everything. Um, but our niche and what we started doing ten years ago was truly interior design. Wallpaper, paint, selecting tiles. Me going into a tile store is like a kid in a candy store. Like, I love doing it. Or even picking up paint. Everyone’s intimidated by it and I’m like, it’s just paint. Like you don’t like it. We redo it. So. And everyone’s, like, scared of it. I’m like, no, don’t be afraid. But that that just painting is one of the simplest things that you can do to your house to just, like, juice it up. And people are very scared of it. And I’m like, no, that’s like the easiest thing you can do is paint a room. And the best thing is, if you don’t like it, redo it. You know, it’s just paint.

Lilly Powell: You can paint over it, right? Use a different color.

Trisha Stetzel: So, uh, that brings up another question then, Lily. What? What is your bet? What’s your biggest piece of advice to someone who may be selling their house in the next six months?

Lilly Powell: Uh, selling a house in the next six months. Mm. This is tricky. I do have real estate agents that bring me in to prep the house and stage it. Sometimes we do staging with the client’s their own furniture. We don’t bring any furniture in. But one of the things that we do tell them is if you are one of those people like me that has various colors in your house, you’re going to have to paint it back to a neutral color. Why is that? Because the people that come in to possibly buy your house, they need to be able to envision themselves in that space. So you have to take away all of who you are. Right. Because we’ve surrounded ourselves with the things that we love and that we like and that bring us joy, that includes colors. Uh, we have to take those out and allow someone else to visualize themselves and their stuff in this new home. So.

Trisha Stetzel: Yeah, and that’s hard. But we’ve also made the decision that we’re going to sell our house. Right. So when we make that decision, then we’ve got to put something more neutral, I’m guessing on the walls, so that it when people come in to look at the house, they can see themselves there without your big red wall or your big yellow wall or whatever color that you love right in there.

Lilly Powell: Red or blue or whichever.

Trisha Stetzel: Oh my gosh, Lily. So I’ve done some crazy things. We had a yellow wall with, uh, purple handprints on it. When our son was younger, I had a bathroom that I painted purple. I’m talking about purple with, um, blue sponge over the top of it. I am not afraid of.

Lilly Powell: My own heart. I mean.

Trisha Stetzel: I’m not afraid of paint. Uh, although it is hard to cover up when you use those dark colors. I’m just saying. Now, paint has come a long way. Uh, you know where it does cover up those dark colors and, you know, way more than way more about that than I do. So if listener if if we’ve got some listeners that are really interested in connecting with you. With you, Lily. Just having a conversation. Want to know what it is that you do, or maybe even want to talk to you about services. How can they find you?

Lilly Powell: I have a website. It’s a glorified business card. I have pictures on there and a little bit about me. If you want to go in there and read, it’s WW, Herbie and Z and z.com and you can find all my information there.

Trisha Stetzel: Fantastic. I’m going to put that in the show notes as well. So if you happen to be in front of your computer listening, you can just click and go directly there. You can even comment in the social posts where you’re watching this and get a hold of Lily. You can just do it at Lily and I’m sure it will pop up and tag her. So, Lily, uh, as we get to the back end of our conversation today, I would love if you would share one of your favorite client stories.

Lilly Powell: So right now, top of the list is a young lady that we installed the elevator for, and we went in and she just knew she needed to update her kitchen and her bath. And like I said, we slowly started talking about, you know, aging in place and what that’s going to look like. And we went from a I think it was a just basic white kitchen. I don’t even remember what color it was at this point, to a beautiful blue with brown doors, stained brown doors, cabinets and kitchens, all new appliances, new beautiful backsplash. I just got a picture. They installed the chairs yesterday. Her dining room chairs. We installed an elevator so now she can go up and down. So yeah, that that makes me happy. And when I see things like that, that keeps me going. So yeah, I love it.

Trisha Stetzel: I love that. So was it an easy decision for her to go with blue in her kitchen?

Lilly Powell: No, she it was one of those things. When you hire me, we have to build a trust, because I can walk in there and I can visualize what it’s going to look like, and not all my clients can. And so we’ll, you know, we’ll do renderings and I can show you more or less what it’s going to look like. But it’s one of those things that you have to trust that I know what I’m doing, and I know what it’s going to look like when we’re done. And she did tell me she goes, Lily, I’m a little scared of this floor. I said, okay, you know what? You don’t like it. We’ll just repaint it. And that was kind of like, oh, okay. And so we went with it. But she loves it. She’s happy with it. And, you know, it brings her joy. The house looks completely different. It’s very bright and vibrant. She’s happy.

Trisha Stetzel: That’s amazing. All right. Kirby and z.com. Right. That’s where folks are going to find you. They can look up pictures. They maybe soon can see the blue kitchen if you put it out there and even connect with you on social. Are you on social media where people can find you as well?

Lilly Powell: Yes, we are on Facebook and Instagram. Same thing. Kirby and Zee.

Trisha Stetzel: Okay, fantastic. Lily, I’m so glad you came and joined me today. This was so much fun.

Lilly Powell: Thank you for having me.

Trisha Stetzel: Yeah, absolutely. You may have to come back and we can talk about, like where how our furniture should sit in the rooms. Like, how is it really zen and does it work for people? Right. I’m just saying, I think that would be a ton of fun.

Lilly Powell: Anytime.

Trisha Stetzel: Thanks so much again, Lily, I appreciate it. Anybody who would like to connect with Lily, please check the show notes. Or you can just go to Kirby and A and z.com to connect with her and see the beautiful work that she’s already done. 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.

 

Art Therapy and Community Engagement: The Mission of Everyday Art

February 3, 2025 by angishields

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Sandy Springs Business Radio
Art Therapy and Community Engagement: The Mission of Everyday Art
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In this episode of Sandy Springs Business Radio, Lee Kantor talks with Maureen Sullivan and Katie Carr, co-founders of Everyday Art, a nonprofit organization dedicated to making art accessible and supporting emerging artists. They discuss the mission of Everyday Art, which includes an online gallery for under-recognized artists, art therapy workshops, and community engagement initiatives. Katie shares her personal story of finding solace in art after a severe accident, which inspired the nonprofit’s creation. They also highlight their efforts to host art classes and fundraising events, aiming to foster creativity and inclusivity within the community.

Everyday-Art-logo

Everyday Art proudly showcases artists who have a talented portfolio and have a desire to give back to the community.

Maureen-Sullivan-Katie-CarrMaureen Sullivan, co-founder of Everyday Art, grew up in Atlanta and went to Marist High School. After graduating from Wake Forest, she served as an AmeriCorps volunteer in an inner city school in Baltimore teaching art. Upon completion of the year, she enrolled in Catholic University Law School on a scholarship. It was there, in Criminal Law Term 1, that Maureen met her future husband, Brendan Sullivan.

Maureen practiced law in the Boston area for five years. She clerked for the Massachusetts Superior Court and then took a job in public finance. She worked for five years assisting cities and towns in the New England area to finance capital projects such as school buildings, public safety buildings, and water or sewer projects.

Maureen moved back to Atlanta in 2011 after the birth of her first baby. She wanted to be closer to family and be a stay at home mom. The public finance team asked if she would stay on as contract attorney part time. She agreed and has worked remotely for the team since, while being a stay at home mom with her three kids.

Maureen has served on the Finance Committee for her local school and church. She has been on the board as Treasurer at her local baseball and softball park. In her spare time, Maureen enjoys swimming on a masters swim team and volunteering with her daughter’s softball teams.

Born and raised in North Carolina, Katie Carr, co-founder of Everyday Art, is a graduate of The University of North Carolina Wilmington, with a degree in Communication and minor in Journalism. Katie received her Masters in Business from The University of Georgia and is an avid Dawgs fan!

Katie relocated to Atlanta with her husband Tim in 2013. Katie and Tim are proud parents to Anna (11) and Matthew (8). She and Tim have been married for almost 13 years and reside in Dunwoody, Georgia.

On January 8th, 2024, Katie’s life changed forever when an unexpected trauma took place during a routine surgery. She was in a coma for 11 days. After waking up, she was met with a change that would forever alter her plans for the future. Because of blood clots turning into sepsis, her left leg was amputated above the knee. Her husband, parents, brother, family, friends, Saint Jude the Apostle Catholic Church and School family, along with the entire Dunwoody community stood behind her from the very beginning.

Fast forward almost a year and 12 surgeries later, she is rehabilitating at The Shepherd Center learning to walk again with her bright pink prosthetic she calls “Leslie!” Katie strongly believes that without the amazing community, friends and family, and her faith surrounding her, she wouldn’t be here today.

Katie loves coaching volleyball and softball (especially with Maureen), sitting on the beach looking for sharks teeth and listening to beach music. She’s also an oil abstract artist and has participated in various art shows around the Atlanta area, notably Dunwoody Art Festival and Chastain Art Festival. She also loves showing her work at Moondog Brewery.

Follow Everyday Art on Instagram.

Transcript-iconThis transcript is machine transcribed by Sonix

 

TRANSCRIPT

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

Lee Kantor: Lee Kantor here, another episode of Sandy Springs Business Radio, and this is going to be a good one. We are broadcasting live from the Greater Perimeter Chamber, advancing Dunwoody and Sandy Springs. So excited to be talking to my guest today. We have Maureen Sullivan and Katie Carr and they are with everyday Art. Welcome.

Maureen Sullivan: Thank you. Thank you for having us.

Katie Carr: Thank you so much for having us.

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

Maureen Sullivan: Everyday Art is a nonprofit. We just recently got our nonprofit status and we’re very excited about that. But we just created this charity. And the point is to try to bring art to the everyday person and encourage everyone to dabble in a little bit of art.

Lee Kantor: Now is art. When you say everyday person, does that mean the everyday person as artist or everyday person as consumer of art?

Maureen Sullivan: Uh, well, I can say probably a little bit of both. The one thing that we offer is an online gallery, and we search for artists that, you know, they’re not professional artists, but someone who is just a creative or who loves to dabble in watercolor or even, you know, mixed media. And we love to find these artists and display their work on our website. We have just found so many incredible people who you actually would never know how artistic they are. We have some kids who are great at photography drawing. We have moms who dabble into some art. Katie, help me out here. Anything else? It’s been awesome.

Katie Carr: So if it’s possible, we can backtrack just a little bit and tell you kind of how we got started, and that might.

Lee Kantor: Sure. Okay, so you want to. Let’s get the backstory where the genesis of the idea came about.

Katie Carr: Sure. Yeah. It just flows organically. So I had a really bad accident last January where I lost my leg. And Maureen and I are best buddies, and she immediately was like, you know what? I want you to have a place where you can always do art.

Lee Kantor: So you were like an artist.

Katie Carr: I am so in my spare time.

Lee Kantor: Or just.

Katie Carr: I did a couple shows like Dunwoody Art Festival and Sandy Springs. But.

Lee Kantor: But it was a passion.

Katie Carr: Passion project. Yep. All day long. And I’m an abstract oil painter. And it was just started as she was like, I have this idea, and it grew into this marvelous nonprofit that we just, you know, received our 500 and 1C3, checked that box, and there’s three different things that we’re trying to accomplish. And the first being what Maureen talked about is as recruiting this. The everyday artists kind of like how I was not in a gallery, not as public as what some may be doing, doing shows, but not necessarily having their own website. And we curate this art, and we’re trying right now to find artists that do a variety of pieces so we can build our online gallery to have a range of prices.

Maureen Sullivan: And this way, too, someone could purchase art and they can put it in their home or in their office, and it has a meaning and it’s something.

Lee Kantor: There’s a story behind it.

Maureen Sullivan: Exactly. It’s a little bit more than Hobby Lobby or Target, and one of my favorite pieces actually is from Amy, Amy Hamlin, and she is actually suffering from brain cancer, and she’s turned to painting as a way to cope with her diagnosis. And it’s just something, you know, you hang it on your wall and you think, wow, you know.

Lee Kantor: You’re making an impact.

Maureen Sullivan: Exactly. So it’s and we split the proceeds 5050 with the artists and the nonprofit. So that’s one thing that we’re doing.

Lee Kantor: Is that like, I don’t know how the gallery business works. How does a like if you were a gallery in a more traditional manner, what is kind of the financial way that they go about doing business?

Maureen Sullivan: Um, it’s similar. I think the split there is more. The gallery would take 60 to 70. Oh, really? So we do just a 5050 split. Mhm. Um, but so that has been really fun. And if you know anybody’s listening to this and is an artist, please come check out our website and contact us. We’d love to see your work.

Katie Carr: Absolutely.

Lee Kantor: Is there a physical gallery also or everything is just done online?

Katie Carr: Eventually we would like to someday.

Lee Kantor: So that’s on the roadmap is to have a physical gallery at some point.

Maureen Sullivan: Yes. Yes, absolutely.

Katie Carr: The second part of what we’re doing is, um, is something very unique in the fact that we are dabbling a little in the art therapy type workshop classes. Uh, we have a PhD in psychology that we’ve partnered with and kind of collabed on a couple of classes where it’s not it’s not preachy. It’s not deeply therapeutic. But, um, more mindfulness techniques. Right. And we host these classes where I’ll teach a class where we use, um, uh, texture for abstract. So using plaster to create something that you can put on a canvas and make it not something that you can pick up at Hobby Lobby, but not your fine art piece. Right. And just do different paint colors. And, um, that’s been a pretty big success.

Maureen Sullivan: Success. Yeah. I have to give a shout out to Morgan Weatherly. She is our therapist, and she’s been really fantastic in partnering with us and helping to set up classes. And our last class sold out. And, uh, right now we’re having classes kind of wherever we can because we don’t have a location.

Lee Kantor: And those are in person.

Maureen Sullivan: Yes, they are.

Lee Kantor: In the community, in and around the community.

Maureen Sullivan: So we go to different places.

Lee Kantor: So what’s an example of a place you’ve been to?

Maureen Sullivan: Uh, we were at a local preschool once. They had us come in, um, and then we have something on the horizon at a school cafeteria. We did something in a business park outside. So that’s been exciting, right? We were just talking to another company just this week, rise, which is a nonprofit. It’s a coffee shop where the baristas are adults with special needs. Right. And so we’re going to be going out there. We hope to do an art class.

Katie Carr: Yeah. Great partnership there.

Maureen Sullivan: Yeah. Um. Maybe anybody.

Katie Carr: Maybe classes for the parents with children with down syndrome. Or, um, grab a buddy and have a class with a special friend. Yeah. Where we teach the class, we provide all the supplies. They leave with a piece of art that they can hang in their home.

Maureen Sullivan: Right. And Morgan asked. Just such a nice piece, too. Just on the meditation and thoughtfulness, you know, of creating something and finishing something and how that feels.

Lee Kantor: Now, do you mind if we talk a little bit about kind of the nuts and bolts of starting a nonprofit? Because there’s a lot of folks out there that want to do something like this, but maybe They’re too overwhelmed by. It seems too hard or too difficult. Can you share a little bit about you come up with the idea, hey, we want to do something around art. You decide to go down the nonprofit path instead of a for profit path, which obviously I’m sure you discussed different ways of doing the thing you want to do. So you land on nonprofit. Can you talk a little bit about the nuts and bolts on how to get that out of your head, and then into an actual kind of an entity like you’ve done, right?

Maureen Sullivan: I mean, it was definitely a dream that we kind of couldn’t stop talking about for a couple of months. Um, and the 500 and 1C3 application, it’s it’s extensive.

Lee Kantor: Right. And you didn’t have an existing thing like you were. This was all from scratch, right? This is an idea in your head. Yes. It doesn’t exist except in your minds. And now it exists. Obviously. Yes. So how do you go from that thought into, you know, do you the paperwork, like how do you even begin the process?

Katie Carr: Before we did that, we would run this by people in our family, in our community, and we were never met with. No, that’s a bad idea. Right.

Lee Kantor: So that helped. Right. You got a.

Katie Carr: Little.

Lee Kantor: A little.

Maureen Sullivan: Momentum, a.

Lee Kantor: Little mental.

Maureen Sullivan: Momentum. No one said, don’t do it. That’s crazy. Yeah, we thought they would. Um, and then I have, um, a law background. I’m a public finance attorney. So actually, I’m pretty used to tax documents.

Lee Kantor: Okay. So that part didn’t scare you?

Maureen Sullivan: Didn’t? No. I read the 40 pages of instructions and completed it. Um, and.

Lee Kantor: Katie, would you have if you didn’t have her, would you? Pardon? It would have been done right. It would have been an idea. That’s a great idea. And then it would have gone away.

Katie Carr: We really need each other. I worked at State Farm, worked at State Farm for the past 18 years as a data engineer. So my background is not at all documents like that. So we were very, very fortunate.

Lee Kantor: Right. So, so from your end, if it would have been you with the idea by yourself, it probably would have kind of died on the vine there, right? It wouldn’t have gone beyond that.

Katie Carr: Yeah. And you know, the other special thing about it too, is that we feed off each other with passion. She’s really good at certain parts and I’m really good at the other parts, and we kind of figured that, okay, it’s really run pretty smoothly. But no, I don’t think that either one of us feel like we could have done it without the other.

Maureen Sullivan: Um, it definitely is a little better jumping into something like this with someone. Um, I don’t think even if I knew how to complete the paperwork, I could have sort of signed off and sent it without knowing. You know, I had someone I wanted to do this with and hold me accountable.

Lee Kantor: Right now, each of you works for other companies. Had any either of you done anything entrepreneurial like this where you’re starting kind of a business from scratch like this?

Maureen Sullivan: I had done a small math tutoring business with my dad about ten years ago. He bought a franchise and so I helped him run it. Um, and so that that was it.

Lee Kantor: Did that was that helpful in that? Okay, a franchise kind of has a kind of a business in a box kind of feel to it. So there’s steps and there’s procedures and you kind of knew that. And you can kind of maybe borrow some of that into what you’re doing now.

Maureen Sullivan: Yes, it definitely helped. You know, I knew we needed insurance. I knew we needed licensing. Right. You know, I and to be honest, you can also Google a lot. Exactly.

Lee Kantor: But again, having done it, it makes you more confident that, hey, I can pull this off this. Other people have done some stuff like this.

Maureen Sullivan: Yes, yes. And we’re not getting it too complicated. We don’t have a space. Right. Um, and it’s a nonprofit. It’s not running a payroll.

Katie Carr: Yeah, I was going to say the same thing. It takes the pressure off of us. Um, the entrepreneurial part is really a passion. And what we see as our dream to be able to do this and give back. Um, so not as much pressure about, you know, our salary and things like that at this point.

Lee Kantor: So now what is kind of your like, how do you mark milestones? Like what was the first thing. Okay. We got the entity. So that was check that box. We’re legit now.

Katie Carr: Our website.

Maureen Sullivan: Website.

Lee Kantor: That was the next big thing was okay now we need a need a website. Look, we’re doing this. We got to do this, right? Yeah. At some point, you know, you’re in for a dime. In for a dollar. Kind of thing. We’re going to. If we’re going to do it, let’s do it. So now you got to make a website. So had you done that or you had to now got to find a website partner.

Maureen Sullivan: We we.

Katie Carr: Did.

Maureen Sullivan: We had an old friend who helped us.

Lee Kantor: So within the network again the the community’s helping you.

Maureen Sullivan: Yes. Another mom. There’s been a lot of moms out there that have helped us. Morgan is a fellow, um, her daughter goes to school with our daughter’s fellow mom friend. And then this was my my friend from high school, but she does a small website business on the side.

Lee Kantor: So then you were like, hey, we’re doing this thing. Did you ask her, do you know somebody? Or did she raise her hand and say, hey, do you need help?

Maureen Sullivan: She reached out to us and said, if you need anything, let me know. So.

Katie Carr: But it worked out good. She’s she was able to set up the the shell for us and I maintain our website now. Um, I have a bit of like a digital background type communication. Right. Um, so I’ll, I’ll maintain it now, but it didn’t. I mean, we there’s no way on earth I would have ever been able to do what she did. Right. Really set us up for success. That was the first big milestone where we were like, oh, this actually looks really nice.

Maureen Sullivan: And we should say her name. Elise Black. If you have a website. Website that’s exactly very talented.

Lee Kantor: So then okay, so now you have the website and then how do you go about kind of finding the artist? Was that did you think that would be difficult or easy. Like what was kind of because at some point you have to reach out, right. And get some artists in here.

Katie Carr: I was in the hospital for a really long time, and Maureen was visiting different art festivals out there. Um, during this.

Lee Kantor: Time scouting.

Katie Carr: She was. Scouting has a great eye. So she had a whole slew of business cards when, you know, we were ready to really start talking about this and, and reaching out to artists. And we really the pace at what people. No one said no. So we are um.

Lee Kantor: Because from the artist standpoint, it’s kind of a no lose situation. It’s like, hey, I’m just digitally putting my stuff there and I get 50%. So it’s. Yeah, why not?

Maureen Sullivan: Right? Right. We do ask that, you know, we have exclusive right to it for a period of time. Period of time. Um, but yeah, there’s no downside. And when we try to showcase the artists, we’ll do a special social media push just all about them, or we’ll try to interview them and publish it on our Instagram. Um, just to, you know, show the world who this person.

Lee Kantor: Is and what their story is. Now, um, is a hard part kind of saying no to some artists because, like, you’re curating, right? That’s part of your job as a gallery owner. Or is it like, hey, it’s all comers come in and we’re going to.

Katie Carr: Fortunately, we have not crossed that bridge yet. I, I’m sure that at some point her and I are going to have to discuss. Is it appropriate for our site? Is this a long right?

Lee Kantor: Is this aligned with our brand?

Katie Carr: Right. Our brand that we’re creating? Um, but luckily so far we’ve been like, yeah, let’s do it. We have photographers, We have people that have made crosses, you know, out of oyster shells and just I think somebody was making a quilt. So it pottery, like the sky is the limit for what we’re looking at.

Lee Kantor: Right. So you’re casting a wide net.

Katie Carr: Wide net.

Lee Kantor: And then is the are there any kind of rules like do they have to be local. Like what is kind of the criteria that you’re looking at, the lens you’re looking at for artists?

Maureen Sullivan: It does not have to be local. No. Um, it’s a little bit more convenient for getting the art to a local from a local, um, artist to a local consumer.

Lee Kantor: Right?

Maureen Sullivan: That part is hard because to ship art is expensive. Um, so.

Lee Kantor: Which could be more than the art?

Maureen Sullivan: Exactly, exactly. So that’s kind of tough. Um, but we have some, you know, some of our artists have figured out ways to, you know, make it work, right? You know, instead of sending a canvas, they might roll up a sheet of parchment, um, and that, that has worked. So we’re just dealing with that as it comes.

Katie Carr: Yeah. Yep. And there may be, you know, artists. I’m from eastern North Carolina, so a lot of our, um, my community and my friendships are, are spread out through North Carolina. But within that community, there’s a lot of artists. So if they if we want to showcase some of their art, they can deliver locally in their state and their their spot where they’re in.

Lee Kantor: Right. You’re just figuring out ways to make it work for everybody.

Katie Carr: Make it work. That’s the beautiful thing about having an online art gallery. It’s not just local.

Lee Kantor: So now you mentioned the art. You have the, um, kind of therapeutic kind of classes. Is there any other?

Maureen Sullivan: Yes. This is our favorite part. Yes.

Katie Carr: Um, so we, uh, when I was in rehab for, you know, learning to walk again, I was able to kind of see what it looks like when you use creativity for rehabilitation techniques. So we’re very fortunate to take the proceeds that we are earning through the online art gallery, the art workshops, and build really awesome art kits. Um, it’s a it’s a box. It has a cute sticker on it from us. It’s wrapped in tissue paper on the inside with a canvas, some paint brushes and some paint. And we are able to partner with different, uh, hospitals in the area. We have contacts at Koa, at Piedmont, at Shepherd center, um, Emory, the list goes on. Anywhere you can deliver art kits to patients that could use creativity to help their spirit, help their occupational therapy.

Lee Kantor: Uh, so what are the elements in the kit?

Katie Carr: It’s it’s a canvas. So they get a small canvas, they get little containers of your primary colors of paint, and they get some paint brushes. And we have a card that we put in with instructions. So it’s and basically we’re working through the context of where we deliver maybe 50 kits to Piedmont, but we deliver them via an occupational therapist or a physical therapist and say, hey, you guys can run with this. It’s free of charge. This is our donation to you. Or you could call us in and we’ll be we’ll be happy to to run a class and kind of teach some basic art techniques, whichever they prefer. And we’re it just, it’s so awesome to be able to do.

Lee Kantor: Have you have you done that? Has that gone out?

Maureen Sullivan: Yes. We’ve delivered it to a few, um, occupational therapists and physical therapists. And then we have some contacts, actually, um, that we’re working on at Shepherd in Piedmont.

Katie Carr: Yeah. Wow. I’m very lucky to have my rehabilitation at the Shepherd center. Anybody who has heard that name knows only great things about it. Sure. And, um, you know, we I had a mom tell me one day where her son was diagnosed with cancer at a very young age. And she said, we would have loved to have one of these kids when he’s sitting in his room. Right. Just just to be able to. And that’s theirs. That’s their thing to do. Um, and everybody likes that feeling of creating something that someone else says that looks really nice, right? It’s that intrinsic feeling. We just want to bring happiness to these people.

Lee Kantor: And, um, do you do any kind of fundraisers or ways for the community to support your efforts?

Maureen Sullivan: Not yet. We’re working on it. No, we are working on it.

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

Katie Carr: We’re in the process of being able to accept donations. And once we can do that with the state of Georgia, we’re able to partner with, um, different companies and different places that we’ve reached out to that have shown interest in maybe sponsoring a fundraiser night, and then we can showcase art from our artist. We can showcase pieces that maybe have been created by, um, someone going through rehab that wants to donate their piece back to us and kind of have a nice gallery type event. We we have a lot of really cool things on the horizon where we think that it’s going to just open up and create lots of opportunities.

Lee Kantor: Now, what about from the artist standpoint? Is that something you’re always looking at? Artist.

Maureen Sullivan: We will always be looking for artists 100%.

Katie Carr: So if Reach out on our website.

Maureen Sullivan: Reach out. Yes or Instagram.

Lee Kantor: So what if an artist has like just a few pieces? Is that okay? Or do they have to have like a certain number?

Maureen Sullivan: They can send us one.

Lee Kantor: One.

Maureen Sullivan: Whatever, whatever works. Um, but yes, we’re always looking for artists or, or if you’d like us to come to an art class.

Lee Kantor: Yes. And so then who’s the ideal partner for an art class?

Maureen Sullivan: Well, I mean,we have something set up, um, where we get our hair cut. Yeah. Um. Okay.

Lee Kantor: So. So the venue doesn’t have to be super large.

Katie Carr: No, no.

Maureen Sullivan: There’s.

Katie Carr: No. So the the haircut place they’ve shown interest in. Hey, we want to have kind of like our post holiday party at our home. You know, we don’t really want to have, like, a sip and paint or something like that because that’s, you know, painting something specific. Not everybody is, is.

Lee Kantor: Wants to.

Katie Carr: Do that. You know, would you guys be interested in coming to our house and doing, you know, showing us how to use plaster as texture and creating something abstract? And that’s been really cool. And we’ve been working with the chamber and some other some other nonprofits that have, you know, shared some insights into maybe having a space to have a classroom to be able to host these and, um, yeah.

Maureen Sullivan: It’s coming along.

Lee Kantor: So if somebody wants to learn more, I have a more substantive conversation with you or the team. What is the website? What’s the best way to connect everyday?

Maureen Sullivan: Art gallery. Com and the Instagram handle is everyday Art Gallery. And is that Facebook too?

Katie Carr: Yep Facebook as well. So in TikTok we’re on TikTok. Um, we are all about creating content right now, and this is why this is an incredible opportunity. So thank you for having us to share.

Maureen Sullivan: Yes.

Katie Carr: Thank you. Reach out. We would love to talk and connect and share more about what we’re trying to do.

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

Katie Carr: Thank you so much for having us.

Lee Kantor: All right, this Lee Kantor we’ll see you all next time on Sandy Springs Business Radio.

 

Tagged With: Everyday Art

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