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Search Results for: kids care

William Thomas with Golf2Grow, Teresa Carter with Jazzy Hearts Foundation and Kimberly Jerguson with Wildlife Action of Georgia

December 5, 2023 by angishields

Charitable-GA-Feature-12123
Charitable Georgia
William Thomas with Golf2Grow, Teresa Carter with Jazzy Hearts Foundation and Kimberly Jerguson with Wildlife Action of Georgia
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William-ThomasWilliam Thomas is a transplant from the state of Ohio, who now resides in the Towne Lake area of Woodstock.  He joined the U. S. Navy straight out of high school and married Kelly (Johnson) Thomas, a native of Woodstock.

After his tour of service, William began a career in finance, advancing to the role of Regional Vice President, and began to further his education; completing his Bachelor of Science in Religion and his Master of Arts in Church Ministries from Liberty University. William is the author of Marriage: It’s Not Magic but it Can Be Magical.

William co-owns Golf2Grow, Inc. and Golf2Grow Indoor Golf Experience with his wife of 22+ years.  Golf2Grow, Inc. partners with non-profits and charitable organizations to connect with the proper donors to host fun-filled golf tournaments through which the community can participate.

The Golf2Grow Indoor Golf Experience will launch with its indoor facility in the Spring of 2024 and will provide a fun atmosphere for new golfers, seasoned golfers, and everyone in between looking to have a great time.  William and Kelly have 4 children, Madison (20), Mackenzie (18), Macey (14), and William Phillip II (13). As a family, they attend and serve at Woodstock City Church.

In his free time, William is a vocal Ohio State Buckeyes fan.  He and Kelly enjoy traveling internationally and inspiring other people.

Teresa-CarterMeet Teresa Carter, the visionary founder of Jazzy Hearts Foundation. Driven by a deep commitment to honoring the memory of her daughter, Jazlene “Jazzy” Carter, Teresa established this nonprofit organization.

Jazzy, a beacon of hope, illuminated the lives of many with her resilience, defying the odds and testing the boundaries of medical science.  Her journey with congenital heart disease (CHD) became a testament to strength and perseverance, inspiring others to bolster their faith through witnessing her triumphs over adversity and even when she tragically succumbed to cardiac allograft vasculopathy (CAV), a common cause of death in heart transplant recipients.

Teresa is on a mission to fund innovative research to increase the longevity of pediatric heart transplants and improve the overall wellbeing of recipients through Jazzy Hearts Foundation.

Now a guiding light herself, she hopes to lead others to Christ through the foundation, extending compassion to those facing the challenges of pediatric heart transplants. Jazzy Hearts Foundation stands as a testament to the enduring legacy of a young soul whose impact continues to ripple through the lives of those touched by her story.

Kimberly-JergusonKimberly Jerguson was born and raised and currently resides in Cherokee County. She always wanted to give back to the community.

She resides on the board of Wildlife Action of Georgia where she handles the fundraising side of things giving her the opportunity she always wanted.

Wildlife Action of Georgia is a grassroots organization 501c3 teaching conservation and preservation of land and animals and all monies raised throughout the year goes directly back into the community.

This transcript is machine transcribed by Sonix

TRANSCRIPT

Intro: [00:00:07] Broadcasting live from the Business RadioX studios in Atlanta. It’s time for Charitable Georgia. Brought to you by B’s Charitable Pursuits and resources. We put the fun in fund raising. For more information, go to B’s Charitable Pursuits dot com. That’s B’s Charitable Pursuits dot com. Now here’s your host, Brian Pruitt.

Brian Pruett: [00:00:45] Good fabulous Friday. It’s another fabulous Friday morning. Even though it’s a little rainy outside. We do need the rain and it’s finally getting cold out there. Christmas is just around the corner. Hope everybody had a great Thanksgiving. We were off last week for Black Friday because the building wasn’t open and I couldn’t get in, so there’s no point having a show. So we again, we mentioned we got three fabulous guests. If this is your first time listening to Charitable Georgia, this is all about positive things happening in the community. And normally I start with ladies first, but the two ladies I have asked me to start with a gentleman first. So William Thomas from Golf2Grow, welcome this morning.

William Thomas: [00:01:16] Thank you for having me.

Brian Pruett: [00:01:17] It’s probably unusual for you to get to go first, huh?

William Thomas: [00:01:20] It usually is always me first, though. Honestly.

Brian Pruett: [00:01:22] Oh, it’s all about you, right?

William Thomas: [00:01:23] No, it’s just people want to see me mess up first. There you go.

Brian Pruett: [00:01:26] There you go. Well, you and I have met and talked, and we have a lot in common. We’re both Buckeye fans and. Yes, sir, unfortunately, we didn’t beat Michigan again. But that’s okay, right? You know, we still maybe have an outside shot. So we both have a passion and heart for helping others. So if you don’t mind, share a little bit about your background and we’ll talk about golf to grow.

William Thomas: [00:01:46] Absolutely. So I’ll just start first with my wife just because that’s the major part of my life. My wife and I have been married 22 years. We got married as teenagers. We have literally grown up together. We don’t know life as adults apart from each other. We have four awesome children, a 21 year old or soon to be 21 and 18 year old, a 14 year old and a 13 year old. Our three oldest are girls. Our baby is a boy. He is spoiled rotten and we enjoy traveling. That is probably a big major portion of our life is traveling. We believe in culturing our kids, getting them to understand and experience other backgrounds and lifestyles and and cultures. So we love to travel, especially with our kids, and we enjoy the game of golf as we’ll talk more about. I’m sure that’s at least I do my wife. Likes it from a distance.

Brian Pruett: [00:02:37] Well, you’re also a veteran. You’ve served in the Navy. Correct? Yes, sir. I do thank you for your service. So what did you do in the Navy? What was your.

William Thomas: [00:02:44] My my title and my rating was a sonar tech. But after two years, I was injured and spent the last two and a half years on limited duty in a legal service office, which really helped me transition out the military very well, made some great connections, got into finance and that really, to be honest, started my my career and where I’m at now, I believe.

Brian Pruett: [00:03:04] So we I already know a little bit about this, but you were sharing with Kimberly a little bit, but you were you are from Ohio, but your wife’s from here. So tell us how you got from Ohio to here.

William Thomas: [00:03:14] So my mom got remarried to a gentleman here in Georgia, and I, kicking and screaming, moved to Georgia. I was a big deal in Ohio. I hate to sound pompous, but I was fairly good at athletics. So, you know, I had some clout in Ohio. So coming to Georgia was not fun to me. And to be honest, I had never experienced life in the South. I’d never experienced some of the dynamics that culturally that maybe the South had, especially when I came here. So that was a huge shock for me. But to be honest, Cherokee County is a fantastic county. If you have somewhere to raise a family to, to worship, to play, to start a business, to be involved in the community, Cherokee County is absolutely the place I would not want to be in any other county, to be honest.

Brian Pruett: [00:04:02] There’s a few other counties that have portions of the county. There’s like Cherokee County, but I’ve never met anybody who lives in all parts of Cherokee County who talks about the whole county that way. So, um, all right. So. We’ll get into your business in just a second. But tell me why you just have this heart for helping organizations in the community.

William Thomas: [00:04:23] All right, well, I think it just comes to part of it is I. And maybe this is a bit personal, but at at 17, I became homeless. And it was a challenge for me to graduate high school, not because of grades or lack of effort. It was a lack of an ability to have a place to shower and get to school. And there were people that really, really stuck their necks on the line for me, including my school counselor. That allowed me to live with her the final six months of my senior year so that I could graduate. So I have a just a real heart for taking those who are overlooked, those that have needs that, especially in most cases if you just had a dollar, would make a difference. And in our community, that happens to be a lot of nonprofits that are serving our community, that are underserved, that where there’s needs that need to be met. So I just have, you know, a selfish passion because I know what it feels like to be didn’t do anything wrong, nothing that you had a choice on. You just find yourself in a situation that life is giving you. And if there’s some resources, if there’s some education, if there’s somebody that comes alongside of you, there’s a difference that can be made. So just because I personally experienced some some things, I just want to be able to help the next individual that is going through that. And I understand that I don’t have 30, 40, 50, 60 years of inroads in those services, but there’s organizations that have personally been affected by it that care about that, that if I can just help partner with them, to help them raise money, then they can take their passion and go with it.

Brian Pruett: [00:06:00] Well, you said it was selfish, but I don’t think it’s selfish because that’s why everybody in this room, I think, does what they do. There’s a reason everybody’s involved in the community because of part of their story. I mean, I haven’t shared my story yet on this show. Eventually I will, but I went through some stuff. Three of them were were life things that I shouldn’t be sitting here, but the community was with me and for me. And that’s why I do what I do for the community. So you also are kind of like me. And even though I don’t like golf tournaments doing them, but you like doing them. But you were sharing with Kimberly before we got on the air. You don’t go after the big boys as far as the big bucks and stuff like that. It’s more the smaller community and I’m the same way now. You raised probably a little bit more money than I do, but I average about $1,000 a month. And some of the events that I do, and whether it’s $1,000, $10,000 or $12,000, every dollar imaginable for a profit is goes a long way. I remember the first time when I started this January doing the trivia that I do. The first non profit is footprints on the heart, and they deal with people who maybe families who’ve lost babies. And when I handed her a $1,000 check, I wanted to be more just because of what she does. Right? And she told me she goes, if you hand me a $20 check, it wouldn’t have mattered. And then she said, but you just bought me five caskets for the year, right? It’s amazing when you get to hear that. So share golf to grow what you guys do, and then you’ve got an exciting thing that you just are getting ready to. That’s happening as well. Yes, sir.

William Thomas: [00:07:25] So Golf to grow really started by accident. As I said I like to golf. I don’t use the word love because I love my wife and I like my kids a lot, but I like, like like golf. And I’m kidding. I love my kids, but I like golf. But we were getting ready to head out of town, and I just wanted to have a little get together with some friends. So I asked them, hey, would you guys want to get a foursome together? Let’s go play some golf. A couple minutes later, some of the guys in the same circles texted me and said, hey, we’d like to play too. Can you book another foursome? A few minutes later, I started getting Paypals and venmo’s and and money coming to me saying, hey, book us a foursome too. Well, within a few minutes we’ve got a huge following or gathering of people wanting to play golf. So I said, hey, if we’re going to go out there in this big group, let’s raise some money and give it away. It’s just just, you know, let’s have some competitions, raise some money, give it away. And we were able to raise a substantial amount of money in about two and a half weeks. So my wife said, why don’t you do this for a living? And I said, well, who’s going to pay me to put on golf? Tournaments like that just seems so superficial.

William Thomas: [00:08:32] You know, no one’s going to do that. So we really we actually it’s funny because we’re going to Chicago this weekend. But last year we went to Chicago and we literally had our napkin presentation of the pros and cons of why this business model may work, who we would target, what our compensation would be if we took any. So we sat down and we said, well, there’s there’s a need in our community for non-profits to raise money. And during Covid, which we saw, charitable giving decreased, not because people are bad people because they didn’t have the resources, the extra money, but what they did not stop doing was playing golf. Like the golf courses were still always booked. So I’m like, and my wife was like, if people need to raise money and they’re still going to golf, even if they don’t have extra. Money, they will not cut that expense out. Let’s use the community who one plays golf to small businesses that still need consumers to come in in their in their offices and their stores and their warehouses to benefit these nonprofits. So we really put together a pitch to a couple of nonprofits thinking, you know, we do 2 or 3 this year, and, you know, we kind of see if this is going to work. And within a week and a half, two weeks, I mean, it was can we do it? Can we do it? Can we do it? Can we do it? It’s a no brainer, no brainer, no brainer.

William Thomas: [00:09:42] Can we get on for next year? Can we pay you already now for next year? Can we get on your schedule? Can we get on the waiting list? And it again, it started by accident, but we’ve had this last year we did seven golf tournaments. We had almost 400 golfers attend those seven tournaments. We raised over $58,000. We had 136 sponsors, which like, that’s freaking huge. I mean, excuse my language, but that’s freaking huge. And it’s exciting to know that we get to turn over a check to our nonprofits. There was a comment made by one of the executive directors, and he said to us, and his whole goal was, and I’m not going to share who the nonprofit is, but most of their money comes from Medicaid, so their needs are met. But what they don’t have is their wants. They don’t have updated equipment that their the people they serve need to have. They don’t have the ability to give their staff a two day vacation in Helen, Georgia, so they don’t get burnt out. You can’t promote that. You can’t tell people that, hey, I want to raise money so I can send my staff on a vacation because unfortunately, people get in their feelings about that and they say, well, you’re wasting the money. Well, they need it.

William Thomas: [00:10:46] They have to get a break. They have to get some time off because that stuff gets overwhelming, especially when it’s emotional or physical and things like that. So we’re able to write them a check and get them a check from these sponsors so that he can give his staff a vacation, something he couldn’t promote. But that is much needed to me. That’s that’s daggone cool. That’s awesome. So that is is kind of how Golf day grows started and where it’s at. And what we’ve realized is that there’s an opportunity here in Georgia to really do more than that. Right now, having seven tournaments a year is primarily because of the weather. When it gets hot, no one wants to play golf like in a tournament because it’s a six hour event. Nobody wants to be there. And when it’s cold, no one wants to be out there. So we’re limited to about seven clients a year. That is the maximum that we can do. So we started looking how can we do something year round? And that’s where the Golf to Grow indoor golf experience came out. So as you’ve probably seen on social media, we have leased the space. We’ve got a 4000 square foot building. We are putting simulators in there. We have started our build out, got the architectural designs in and the goal is to be live by February, but that will allow us to take advantage of like days like today, where regular people who just want to play golf but don’t want to walk in the rain or it’s cold or it’s super hot or they don’t have 4.5 hours can come and play, practice, learn.

William Thomas: [00:12:04] But then also we can have year round tournaments. We’ll have four simulator bays in there, so we can be able to bring on on board more nonprofits because we have multiple months we can add to our schedule that right now we just can’t. So we are it’s exciting that we’re in a community where obviously there’s nine there’s nine golf courses in Cherokee County, so obviously that makes sense as far as the business side of things, but that so many people just want to be a part of of meeting a need. And to be honest, when you take a nonprofit and you say, hey, can you help this nonprofit? A lot of people think, well, if I give $100 or I spend an hour volunteering, it doesn’t mean much. So they just don’t do it. But if they get to play golf and know that part of their money goes to that. There, they’re like, oh, I’ll absolutely do it. So it allows people in the community who want to serve, who want to be a part, but who feel like their dollars don’t go far to still want to be involved. And from the sponsor side of things, those businesses in I mean, I’m a I’m a marketing guy, you know, financial guy from just background.

William Thomas: [00:13:06] But for a business to want to sponsor a golf tournament, it makes sense for them. They know that 70 to 90 middle class consumers of products are going to be there, and they can put their service in front of those consumers. So from the the standpoint of the sponsor or the business, it makes perfect sense for them that we don’t have a problem getting sponsors because they understand the return on their investment. They do 500, they do 1000. They have 70 people who make 60, 80, 100 grand a year. Their spouses make 30, 40, 50, 60, 80 grand a year. They have 2.2 kids. They have a house. They have, you know, they need new fences, they need Hvac, they need a roof. They need to get plumbing done. So those businesses want to be in front of those type of people. And unfortunately, other than the nonprofit giving a pat on the back or a thank you, they really can’t give anything back. But when they do a golf tournament, there’s something that that that business can get back. So we found a business niche where the community benefits the services that that need to be provided from the nonprofits, those nonprofits benefit. And then also the golfers get to be a part of that. So it’s just it’s been fun. It’s been awesome.

Brian Pruett: [00:14:08] Well, you talked about your indoor facility, but you also said something you already on a two year waiting list. That’s pretty amazing.

William Thomas: [00:14:14] Yeah, it is pretty cool.

Brian Pruett: [00:14:16] So I shared with us earlier, I don’t know that you guys know this or have listened to my back shows, but Teresa, being from Bartow County, you probably need to know this. I don’t know how many there are in Cherokee County, but there’s 840 nonprofits just in Bartow County. That’s and Bartow County is twice the size or less two size smaller than Cherokee, which is insane. So, um, so I want to go back to your sponsors for a second. So I know some people have said to me with my events, hey, if you become a nonprofit and you’re a nonprofit helping a nonprofit, you find more people giving money because it’s more of a tax write off, it’s the same. It is. And I don’t think people really understand that. Yeah. You know, you’re but it’s. Uh, you get more, I think, by doing something like this for the marketing aspect of the branding aspect than just the tax write off. Would you agree?

William Thomas: [00:15:04] I totally agree. You get I mean, it’s it’s just you get I mean, for me it’s about feels more than the dollars. Like I like the feeling of doing it again. I think it’s kind of selfish, but but like I heard somebody ask me or had somebody asked me years ago, do you give your wife flowers because you like the feeling of her getting the flowers and knowing she liked it, or the fact that she likes flowers and to be honest, give her flowers because I know it makes me feel good, because she feels good that she got flowers. And that’s kind of selfish. But that’s why I do it. Like I like knowing I’m the conduit and that gives me jacked up feelings. So I’m excited about it more than I’m actually doing it for them, doing it for me because of the way it feels. So I think that energy comes through. So when we talk to businesses, when we talk to sponsors, and I don’t have a problem hearing the word no, and I’ll keep asking beyond the first no and the second and the third no. That’s why I’ve been married 22 years, too, because I keep asking. But, you know, I believe in it. I believe in what I’m doing wholeheartedly. So I’m not pitching or selling or convincing or coercing. I’m really believing in what I’m doing. And I think that these businesses, when I, when I’m engaging them, you know, obviously they’re generally good individuals anyway. But but I think they see that through me and through what we’re doing.

Brian Pruett: [00:16:19] Well, you keep saying that it’s selfish, but I like to just tell you that it’s not selfish because you said it makes you feel good, but you’re helping somebody else, even if you’re just handing your flowers, you know, flowers. Wife. Flowers to your wife. I’ll get it out in a second. One of those can’t see past my eye thing, because there are other selfish people out there who do stuff just for them, right? And while you’re doing it for yourself, it’s a different reason. So I just want to say it’s not so. Thank you. That’s very commendable. All right. Um, so let me ask you this. I’ve seen some pictures of you at the Canton Business Club. You do some networking and stuff. Well, there’s another thing we talk about down here is the power of networking. Do you have a positive testimony you can share about networking?

William Thomas: [00:17:00] Certainly. So I’ve BJ Mccranie is a good buddy of mine that he and his wife have become really great friends of ours, and that has nothing to do with business. It’s I got to meet great people, and I have people that are in my circle that I can count on, that I can call upon. I wish I could say there was some business that came out of it. And I mean, I guess there has been maybe I mean, he’s done some sponsoring, some small sponsorships there, but but it’s just a good friend and and to me, man, this. So I don’t want to keep talking too much. But I grew up without my dad, so I got really attracted to male leadership. And like, I don’t cry very often, but if men cry, I cry. And if and if men disappoint me, I get broken. I’ve had some mentors in my life, some leaders in my life that have really disappointed me because I’ve always been looking for male leadership, and I latch on to male leadership. And when they when they disappoint me, it literally breaks my heart. So I look for strong men, strong leaders, and people that I can I can have relationships with and and to me, that’s been the best thing that’s come out of networking is I’ve got some people that I’ve added to my foxhole that if something were to happen to my wife or to my kids, or if I needed something, I had a flat tire or whatever. I mean, just simple stuff that that I know they’d be there. And so that that I wish, I wish I could say, oh, some great business. I don’t really there’s.

Brian Pruett: [00:18:39] All things about networking because I think people have the wrong mentality when it comes to networking. Right? I was one of those first people when I first networked. I was the hungry sales guy. Here’s my card, here’s my card, here’s my card. Let me sell you. Let me sell you. And that’s not it. It’s about getting another person establishing that relationship. And it’s all about them, not you. I’ve got a good buddy who became a good friend of mine from networking, like you’re talking about, named Kevin Harris, and he has a nonprofit, all in, all Out. He listens every week. So I pick on him because he’s the one that I got started about crying. So you talked about men crying when he. So I made him cry four times in one night. So if you’re around him, you’ll probably cry. You’re welcome. Kevin. Yeah. Um, so let me ask you this. You started a business, obviously. Golf to grow. First of all, it’s kind of obviously in the name, but I’ll just tell me why you chose that name.

William Thomas: [00:19:29] Well, I’m big on Alliterations, so I like the double G’s. I mean, I’m just. Our kid’s names are Madison, Mackenzie, Macy, and then my son’s name is an upside down M. It’s William. So we we I’m very big on that. Their middle middle names are joy and grace. I mean, it’s just it’s I’m weird. I like patterns. So it just made sense. And I wanted something to connect it that was different than letters. So I, you know, golf to grow it. Just maybe if we would have thought it maybe differently, there may have been a different name because people ask us, well, do you guys do kids lessons and stuff? And we’re like, it’s coming, but it’s not there yet, because right now we just host golf tournaments. You know, that’s our primary model now. But that it just it was the alliteration and I wanted to separate the words with the number. So it just made golf to grow was was it. There you.

Brian Pruett: [00:20:19] Go. Awesome. So you mentioned obviously you’re already on a wait list for two years, right? Is it just Cherokee County that you’re, that you will serve people or you work with anybody outside of Cherokee County? That’s a.

William Thomas: [00:20:30] Good question. So we do have one that we’ve hosted this past year that was in Fulton County, and that will do again next year. They’re already in the books for next year. And that the primary reason we do that did that is the individual who’s on the board is a mentor of mine that I’ve known for 20 plus years, and I have a heart for what he’s doing in his community. And when he asked me, I couldn’t say no. If it would have been anybody else, I would have definitely said no. I don’t want to drive to Roswell. I don’t want to go that far. And again, there’s so much need in our 434mi² and Jackie County, like, there’s so much need here. So I’d much rather be in Cherokee County and and you know, I guess to be logistically sound. I have connections here too. And it’s, you know, it’s easier for me to engage businesses where I’m actually here and I’m actually engaged and I have some kind of, hey, I’ve used your services or I’ve been there, I’ve passed by or I’ve seen your sign. Da da da da. If I go out to to Fulton County, I don’t have that same that same impact. And, you know, I’m just a regular little guy. Fulton County is maybe above my pay grade. You know, it’s nothing bad about the people there at all, of course, but it’s just it’s above my pay grade, you know? Cherokee County, more of my people.

Brian Pruett: [00:21:49] Right? But if somebody wants to talk to you, you’d probably talk to them.

William Thomas: [00:21:52] To the chagrin of my wife. Yes. Because I’m like, I’ll help you. I can do it. I’ll fit you in the schedule. My wife’s like, no more William next year, you know, or the year after, you know.

Brian Pruett: [00:22:02] So. So let me, without giving away too much of the secrets or whatever, can you just give us a brief rundown of how it looks like when a nonprofit approaches you, or vice versa? Absolutely.

William Thomas: [00:22:13] So we we sit down and my first thing is, is what are your goals? What are you trying to accomplish dollar wise in the timing? What’s your what’s your your ask of the community? Do you want the dollars or do you want to be more known? Do you want golfers to see who you are and what you’re doing, or you’re just trying to to generate money? And neither one of those are bad. I mean, if you if you need money, you got to get money, of course. But if your goal is just to get the visibility out there, that’s important too. So we just find out what their goals are. We find out what their time frame is. We ask our clients we need at least a minimum of six months to get into a tournament. We are not doing it any sooner than that. So if you have a youth mission trip in March, you know next year I’m not your guy. I can’t help you. I’d love to, but I can’t. I’m just not fair to you. I’m not going to do as good a job and I’m going to start stressing and pushing, which doesn’t do anything well for your your cause. So at least six months we go through our fee structure. I am a big fan of being paid based on results. I’ve never been a really good salary guy, even in the Navy. That’s probably why I didn’t stay. Excuse me is I don’t I don’t like getting paid just for my time because I only have so much time. So I’d much rather get paid on my efforts.

William Thomas: [00:23:28] And that’s how our company is compensated. We get paid based on the results we provide. We don’t charge them billable hours. We don’t ask for a $5,000 retainer. We say, hey, if we raise X, y, z dollars, here’s the percentage we ask to get paid so that we only get paid when we produce the results. It doesn’t stick the nonprofit in a hole. They don’t have the money to pay me a $5,000 retainer. I can make $5,000. They just can’t pay me that up front. I need to get paid as the results come in, as they’re getting checks, as they’re getting their compensation from their various sponsors and golfers and things like that. And then we really look at their warm market and who they knew, who they serve and who has served them. If you know, and I tell people, you know, if if my barber was unwilling to give me something to donate to a golf tournament, I’d find a new barber. If I’m going to support you and patronize your business, I’m not asking you to give me a thousand, because you may not have it, but you can give me a gift basket with a free haircut and some lotion and some, you know, some skin cream. You know, if my wife goes to the salon and they’re unwilling to donate something, we’re going to find a different salon. And that may seem. Seem harsh, but. And I tell my clients that if you have people that have done your lawn for the last six years at your place of business or your place of your nonprofit, and they’re unwilling to support you in your golf tournament, you need to find a different maintenance system or maintenance care provider.

William Thomas: [00:24:44] And sometimes that’s kind of a bit harsh, but if you patronize someone’s business, they ought to patronize you back. So we go through and we’ll sit down with our clients and say, hey, who on your board has a business? Let’s try to get them involved. Who do they use for the services that they provide at their home and their place of business, their place of worship at church or whatever it may be. So we generate 30, 40, 50, 60, 100 names of potential contacts that they’re already close to that like them, care about them, love them, have supported them, have given them money before in the past, and then I engage them and say, hey, look, this is what it looks like to be a sponsor in a golf tournament. These are the pros and cons. These are the perks. This is the kind of return on your investment by being involved in front of 70 to 90 middle class consumers and being around, you know, 15 to 25 other businesses that are sponsoring. So you have the opportunity to network and engage as well. So so we really articulate that clearly to our clients. And then we tell them, let us do the work, we’ll do the work. We we will, we’ll ask you permission. If we get a sponsor that comes in, we’ll ask, you know, there’s some nonprofits that say, you know what Bacardi rum Company here in in Woodstock, Georgia, they want to give $1,000.

William Thomas: [00:25:54] But my nonprofit is a church and they don’t want that to be their sponsor. Okay. Let me ask you, do you want this sponsor? No, we don’t want to. We don’t want that local CBD store. Uh, we’re a sports organization or a sports nonprofit. We just can’t be. We can’t have that. But then there’s other ones that are like, I don’t really care. It’s money. We’ll take it, you know? So. But we just go through and tell them what we anticipate, and then we tell them to kind of sit back, wait till tournament day, and then we’ll ask you for volunteers and then we’ll give you a big check. You know, you’ll get gotten checks throughout the month as they’re coming in, but we’ll present a big check. We’ll ask you your reviews, we’ll ask for your thoughts, and then we’ll really do a debrief. About two weeks after, we’ll submit the solicitation report to the state, because I’m licensed by the state to solicit money for nonprofits. It’s a, unfortunately, a nefarious industry of people taking money from nonprofits. I’m licensed to do it. So it’s our company, and then we just see if they want to do it again next year and or if we want to do it again next year. You know, sometimes there’s pulling teeth that happens. Like, I need your list. I can’t call anybody. I can’t reach out to a business if you don’t give me a list. So, you know, we’ll we’ll determine if we want to engage them again. But every one of our tenants have been awesome.

Brian Pruett: [00:27:03] So do you have opportunity for people in the community that maybe. Can support you by volunteering at the tournaments. Is that available?

William Thomas: [00:27:12] We have a ton of people that show up. We have usually 7 to 10 volunteers every week. Some of them are consistent. Some have come twice or 2 or 3 times. So yes, we have and need that. And it’s you know they get they get they get a free lunch. They get to meet some people. They get to hang out on a nice day on a golf course, driving around a golf cart. So there’s worse things that could be done, you know, on a on a tournament day. So. But yes, we we love volunteers.

Brian Pruett: [00:27:40] Awesome. Let me ask you this because I’m sure there are some people that listen to this show that are thinking about wanting to be their own boss and starting a business. What advice can you share for that?

William Thomas: [00:27:50] So I played spades a lot. Spades is my game and I have there’s a saying if you’re going to be a monkey, be a gorilla. Um, and I have a pretty hairy, big audacious belief in myself. I believe I can do any and everything. There’s nothing I can’t do. I mean, I really believe that that I put my mind to or otherwise I won’t do it. Like, the reason I’m not good at pickleball is because I won’t play it. But the reason I’m good at running our business or leading our business and leading my household and being a father and being a husband is because I, I’m I believe I can do it and I’m going to get it done. So I would say the first advice is just believe that you can do it. Whatever your goal is, whatever your idea is, there is somebody and several somebodies that could use that. That vision could use that service could use that, that product. So go, go do it. And then to move everything behind it. I’ve leveraged my dollars, I’ve leveraged my energy. I’ve got my wife on board like I’ve hooked her on it. So, you know, you just can’t kind of tippy toe into it either.

William Thomas: [00:29:04] You’ve got to to get behind it. And then lastly I’ll say tell everybody I, you know, beyond the, the, you know, the tax write off of it. I tell everybody everywhere so I can write off what I’m doing. I mean, that just makes sense. You know, if, if I’m traveling, hey, guess what? I run golf tournaments right off. This food is good. You like golf right off, you know that? That makes sense to do it that way. But but I’m telling everybody, one, because you’re accountable to them. Like I’m accountable to what I said I was going to do now. Like I can’t go back on this. I can’t go hide somewhere. I’ve told everybody, this is what I’m going to get done. So it holds you accountable and and you get people that are cheerleaders you and champion you, you know, that will say, you can do it, you can make it. You’ve come so far. And to be honest, sometimes when the money’s not coming in and everything’s going wrong, those are the things that get you through is you can do it. So yeah, those are those are the three, three pieces of advice I would say awesome.

Brian Pruett: [00:30:01] How do you get the word out other than your networking and your social media and your website? Or how do ways do people how do people find you? I mean, is there do you guys do any marketing for your business?

William Thomas: [00:30:09] So my title is the Director of marketing. I’m not good at it. I really I mean, I we have some stuff on social media, we have some ads that we run, we do some stuff on Google and YouTube, but it’s really been grassroots. It is really being been me engaging initially, some some nonprofits, those nonprofits sharing what we were doing and then those nonprofits contacting me. We have a good problem, which is as I don’t have to market as much anymore, which is kind of weird to say that in just over a year in business, but we just. We just haven’t had to, which is kind of cool.

Brian Pruett: [00:30:47] Well, you’re a niche because there’s a lot of people and a lot of golf tournaments are popular and nobody likes doing them. Now somebody likes doing them and there you go.

William Thomas: [00:30:57] I like it a lot. Yeah.

Brian Pruett: [00:30:59] Um. All right. So can you share where your indoor space is going to be?

William Thomas: [00:31:02] Yes, it is in Town Lake behind the Chipotle. So there’s right by Korean barbecue, the K-pop Johnny’s pizza. It’s right there on the corner. It is the largest space in there. Again, it’s 4020ft². As I said earlier, we’ll have four indoor simulator bays. They’re each about 340ft². They’ll have a inside the simulator. There is a cameras in there that automatically records your swing. It shows you instant replay on what your club path club face was looking like. When you hit the ball and made contact. It gives you stats. It allows you to really be able to track all the things that you’re doing. There’s an app that comes with it inside the space. There’s also a bar top, a seven foot bar top that’ll be there. There’ll be TV in there so you can watch and hang out and have some fun. Also inside the space is about a 300 square foot putting green with five holes so you’ll be able to practice. It’ll be a little undulated, so there’ll be some some actual real feel. Putting will have a large lounge members area where there’s 86 inch TV fireplace. It’s going to be really, really cool. Really good space to be and have fun. As far as the food that will have there, we thought about having, excuse me, a restaurant in there, but then we’d be competing against our community, so why not just use the community that’s already there? There’s eight restaurants between Johnny’s and K-pop and My Place and Soho Bagel and Azumi and Papa John’s and. And what’s the what’s the cupcake? Delicious. Or whatever it is down there. So small cakes. So there’s so many restaurants that are already in the plaza that excuse me, we want to just use those businesses. So excuse me. So we’ll be able to, to utilize those, those organizations, those companies, those businesses to, to provide the food. So it’ll be an awesome space.

Brian Pruett: [00:32:43] Awesome. All right. So real quick share how people can get Ahold of you in case they want to talk to you about your services, even though they may be a couple years down the road. All right.

William Thomas: [00:32:51] So I’m really old school. You can call me (770) 883-8493. But for those who aren’t old school like me, you can certainly go to our website, WWW dot golf2grow.com or Golf2Grow indoor.com. Or you can email us at William at golf2grow.com. But I prefer the phone call. I don’t I will respond to an email. It just may take a minute. So you call me, I’ll answer.

Brian Pruett: [00:33:17] So and that’s the number two, right? Not the word spelled out. That’s correct.

William Thomas: [00:33:20] The number two. Thank you. Golf. The number 2 grow g r o w. I’ve had people spell it like they’re from Louisiana. I’m like, what? That this is not this is not a, you know, Tammany Parish. Yes. There you.

Brian Pruett: [00:33:33] Go. There you go. William, thanks for coming and sharing a little bit. Don’t go anywhere. We’re not done with you yet, but we’re moving out to Ms Kimberly Jerguson. Kimberly

Kimberly Jerguson: [00:33:40] Hi. How are you?

Brian Pruett: [00:33:41] Good. Welcome. Welcome this morning.

Kimberly Jerguson: [00:33:43] Thanks for having me.

Brian Pruett: [00:33:44] You realize you’ve known me since, like, 2008, right?

Kimberly Jerguson: [00:33:47] I know it’s been a while. Yeah.

Brian Pruett: [00:33:48] It’s crazy. Yeah. So you’re here on behalf of Wildlife Action? Yes, but you do a lot of this other stuff within the community. You do hair and all kinds of different stuff. So we’ll get into wildlife action and what you do for them and, and some events coming up. But if you don’t mind sharing a bit about your background.

Kimberly Jerguson: [00:34:03] I was born and raised in Cherokee County, so I have a lot of strong feelings to doing things in the community here. I am kind of have my hands in a little bit of everything. I bartend, I work at Gunsmoke gun store, I do hair for weddings and events. I, you know, work for a nonprofits, not work volunteer for a nonprofit. So a little a little bit of everything.

Brian Pruett: [00:34:29] So I’ll just go in and ask this because obviously because you’re from here. But why is it so important for you to be part of the community?

Kimberly Jerguson: [00:34:36] Um, I was growing up, I had some things happened as well that I needed a lot of community support with, and the community was always there for me. So it’s important for me to give back and be there for the community. And as he was saying, a selfish reason. My love language is gift giving, so I feel the same way that I’m being selfish because of how it makes me feel. But I love giving. It’s a wonderful feeling. I, you know, same at Christmas, like I’m the person that goes and buys 20 presents a person because I just love giving to people, right? And if it’s for a good cause that, you know, makes it that much stronger.

Brian Pruett: [00:35:16] Well, I think we’re all the same way when we feel like it’s selfish. But again, it’s not because it’s not like you’re doing it just because it’s going to benefit you. Financially or whatever the case is, you’re not flaunting it. You’re doing it for other folks. So again, it’s commendable. So don’t use selfish. All right. So again you do stuff with wildlife action. So if you don’t mind share a little bit about what they do and the organization. And you got some things coming up for them.

Kimberly Jerguson: [00:35:40] Yes definitely. Wildlife action of Georgia. We are in Acworth in Cherokee County off of Lake Allatoona as our property. We lease property from the corps. It’s right on the lake. We have a lodge. We have a campground, hiking trails, different lodging areas, archery range, gun range, all things like that. It’s a wonderful spot for families to bring their children. If you need something you know, nice and wholesome to do, you want to be outside. It’s a great learning experience. We have a lot of homeschool opportunities there. I got involved with Wildlife Action through Gunsmoke because we would always do the gun transfers for them for their banquets, and I did that for two years, and then I always helped with the events when I was there. So they asked me to if I wanted to be on the board, and I was very grateful. So I’ve been on the board now a few years and have become the fundraising coordinator. I love planning events and the gift giving, but we are 100% grassroots feet to the ground organization and all monies raised goes 100% back into the community throughout the year. We have one main fundraiser is the banquet, and we use that money throughout the year for summer camp for kids. I use hunt, a disabled youth hunt, a turkey shoot, pumpkin carving, all things like that. So everything we do is free to the community.

Brian Pruett: [00:37:08] So I get to come to the banquet. Stone is actually on board too. So he is a it’s big for I know he loves doing that stuff and he loves being a part of that organization. So which was a great event by the way. So thank you. Um, you talked a little bit earlier before we got on the air that the even the higher ups, you know, most organizations, there’s 1 or 2 people that are employed by the by the organization. But you were sharing that this everybody’s a volunteer, even the higher ups.

Kimberly Jerguson: [00:37:34] Yeah. Everybody is a volunteer, even the president. So it’s 100% volunteer. And like I said, that’s 100% of the money raised goes back into the community.

Brian Pruett: [00:37:42] Can you share how the organization got started?

Kimberly Jerguson: [00:37:45] I kind of a little bit sorry. No you’re fine. Prepared for that is out of South Carolina and South Carolina. A guy started it, I believe, in 1977, and it started spreading with local chapters across different states. I believe I could be wrong, but I believe there are six chapters in the United States, and with this one being in Acworth, which we actually, just to plug, just got chapter of the year.

Brian Pruett: [00:38:12] Awesome. Congratulations.

Kimberly Jerguson: [00:38:14] Very exciting for us. But he felt there was a need in the community, one at a grass roots organization that all of the money raised did want to go back. You know, he wanted to go back into the community 100%, and that’s how he started it. He was very big on wildlife and conservation and preservation of land and animals, which is basically what the foundation is based on. You know, we teach the conservation and preservation. I said, if land and animals, we teach the Second Amendment and ethical hunting. So our slogan is to put back more than you take. So we want everything that we put in the community. We want the community to put back too, you know, so that we all become better. Right.

Brian Pruett: [00:38:59] So how does it look like? How can the community get involved with you guys? I’m sure there’s obviously other than the financial aspect of donating money, how can other people get involved and help Wildlife Action of Georgia.

Kimberly Jerguson: [00:39:09] So we always take volunteers really for anything we do. We we also do community service on Saturday, every Saturday. So even if you’re not mandated to do community service, but you want to do something to help, you can come out and help on the property. We always just are upgrading the property and making things look better. Then we always need volunteers for events, as you know, such as summer camp or the turkey shoot. Pumpkin carving the event coming up, we can always use volunteers so you can be involved that way or you can get a membership. The membership, I believe, is $50 a year, and that gives you access to the property all year long as much as you want. So you can come out to the lake and sit on the dock, go fishing. We have fishing poles there for everybody. We have kayaks you can use, so that’s a way you can be involved and you can get a family membership as well for your whole family. And. Really. I mean, in anything anybody wanted to help with, I mean, we were grateful since it is all volunteer.

Brian Pruett: [00:40:11] Before we get your upcoming events, because I know you want to share that. But before we get to that, with you doing everything you do in the community, do you have opportunities to network yourself? And when I asked this question, actually when Scotland was here and she shared that events are networking and they are, you know, you don’t think of like the Canton Business Club, Woodstock Business Club as your typical networking groups, but everything, event wise is networking. Do you have a positive story you can share about networking?

Kimberly Jerguson: [00:40:37] Well, one positive story, I mean networking. Obviously. I know you’re from Chad and I know he’s been on the show, but had you not been at the banquet, I wouldn’t be on here today. Oh, there you go.

Brian Pruett: [00:40:50] So there you go. You can thank Stone too for that. So yeah. Awesome. All right. So share about you got upcoming some upcoming events. You got one that was actually I guess supposed to be tomorrow but you’ve moved it. But go ahead and share what that is.

Kimberly Jerguson: [00:41:01] So we are having a polar bear plunge on Lake Allatoona. It’ll be December 17th at 2 p.m. it’s a Sunday, basically. I started this last year for a family friend that I went to high school with who has ALS. He was declining very, very quickly. He had just had a newborn, she got pregnant and three months later they he was diagnosed. So he was declining very quickly. And God was just pulling on my heart to do something for them. But I didn’t know what to do. I was scrolling on Facebook. I saw a polar bear plunge in south on the coast of Georgia to raise money for sea life, and I was like, well, that would be really cool to do something like that here, but where would we do it? And I was like, oh, well, we have property on the lake. There you go. That that’s how it got started. So I just, you know, hit the ground running and tried to get sponsorships, tried to get people to sign up. It’s it’s $40 to sign up and includes a t shirt. All that money raised goes to the family we ended up raising. And you were talking about dollar amounts and you were as well.

Kimberly Jerguson: [00:42:11] Whether it’s a $20 check or 1000 or 12,000, we ended up raising $2,500 for them. Awesome. And it put her in tears. I mean, you know, she’s like, you don’t know how much this helps. No, it wasn’t ten grand. But for a family that’s struggling, I mean, that’s huge, you know. And then Wildlife Action also gave them some money along with it. So it turned out to be a really positive event. They asked me to plan another one this year. So this year the family we picked is her name is Savannah Bailey. She has cerebral palsy. She was born with cerebral palsy. She is wheelchair bound and she currently needs a she was. Put into a home. Her her main caregiver died. Her mother, and she got put into a home after that where she got third degree bedsores. Her aunt came in and took her in, and now they need their house handicap accessible. Like right now, their shower doors are ripped off, the floors ripped out. So just so they can get her in the shower. She also is looking to get a robotic arm so she can feed herself. So that is what we’re raising the money for this year. Well, if.

Brian Pruett: [00:43:22] There’s any contractors out there too, I’m sure if you want to donate, they’ll help you. They’ll take that to do that. So that would be amazing. For those listening who may not know what a polar bear plunge is. Tell them what it is.

Kimberly Jerguson: [00:43:33] Basically, it’s freezing outside and you go and jump in the water. Yes. So the only downside of doing it in the south on the lake is we drain the lake every year. So the lake is lower so we can’t jump off the dock. So we literally just run into the lake, which makes it a little more painful. I’d say yes, but it worked out well. Yeah.

Brian Pruett: [00:43:58] Go ahead.

William Thomas: [00:43:58] So for those who are conscious about the tax deductibility of it, if they donate it, it goes through wildlife. It does. It all goes to become a tax right?

Kimberly Jerguson: [00:44:09] Yes, exactly. It all goes through wildlife action. The sign up you can go to Wildlife Action georgia.com. And there’s a link at the top of the page saying 2023 Polar Bear Plunge. Everything goes through that through square. So it automatically gives you a receipt from Wildlife Action. Cool. So yes it is tax deductible.

Brian Pruett: [00:44:29] Awesome. Let me ask you this because obviously it’s you are part of founding this. But you’re you’re volunteering and you’re on the board. For those people who are listening, who have thought about, man, I want to be a part of a nonprofit. I don’t know how, but I would love to talk about volunteering or stuff. Just give some advice for somebody, because there are so many nonprofits out there and different things like that. Can you give some advice to somebody listening who might want to do something like that?

Kimberly Jerguson: [00:44:55] I would say, honestly, follow your heart and do what you know gives you passion. I have a strong connection with wildlife action because of how it started, how I got involved with Gunsmoke. Obviously, I’m a big proponent of the Second Amendment, and that was one thing that was important to me and to teach gun safety to children. I think that’s overlooked quite often, and that is one thing we focus on is gun safety with kids and just the knowledge and, you know, everything about that. So that was one of the passions that drove me to wildlife action. The other was that it was grassroots, that everything stayed in the community too. So I would say my advice, my advice is find something you’re passionate about. I am very passionate about wildlife action of Georgia.

Brian Pruett: [00:45:45] Well, and you mentioned too about being strong because you believe in the Second Amendment. And I’m sure you have guns and and like I shared a few times on this, you know, like with Kevin that I mentioned all that all in ministries, I can be passionate about helping somebody outdoors or somebody with an addiction or somebody who’s lost a child. But I’ve never personally been in that down that road. So it’s not as strong as somebody who has experienced that and helping them so well.

Kimberly Jerguson: [00:46:14] And I will say. Um, I mean, it’s a little personal, but having a gun has saved my life twice, which is one of the reasons I am such a big proponent of the Second Amendment right. I think it’s important. I was a single mom for 13 years and, you know, was the his protector. I felt like I needed to be able to protect myself and my child, and I did, you know, having that right.

Brian Pruett: [00:46:41] By the way, I can’t believe how big he is.

Kimberly Jerguson: [00:46:43] I know it’s crazy going to college. I feel old, I feel old, and he even volunteers too, which, you know, he volunteered at summer camp this year. So even if there’s people listening out there that want their kids to be involved in something, it’s a great organization for that as well. You know, we always can use camp counselors and like just group coordinators at summer camp. It’s a lot of fun, like we do fishing and kayaking and hiking, and we always have guest speakers and, you know, it’s swimming a lot of fun.

Brian Pruett: [00:47:15] You talked about the property being in an Acworth and people were like, well, that’s not Cherokee County. But did you know that Acworth is the one city that’s part of four different counties? Yes. That’s crazy. Yeah. All right. Share about how people can find out the website and things like that. And if people want to help with volunteering or any of the fundraising can, they can get a hold of you. And if so, how can they do that?

Kimberly Jerguson: [00:47:35] Yes. So if you want to get in touch with me specifically for the Polar Bear Plunge, I’m old school as well. You can text me at (678) 697-3349. I say texts because I’m not sure of all the random numbers, but I will answer a text right away. You can also call the organization at (770) 924-7464. That is the president’s number, and he will answer and answer any questions you might have. If you want to sign up for the Polar Bear Plunge, you just go to Wildlife Action georgia.org i.com earlier but it’s dot org. There is a banner at the top that says 2023 Polar Bear Plunge. Just click on that and it’ll take you to register through a square site. It gives you also a description of Savannah and what we’re raising money for. There will also be, as I said, you get the t shirt. We will also have like fellowship and hot chocolate after the plunge and with a silent auction as well.

Speaker5: [00:48:33] Awesome.

Brian Pruett: [00:48:33] I think I know who doing that. Yes. Awesome. Well, Kimberly, thanks for coming on and sharing a little bit of, of your story. And then about wildlife action of Georgia and the things you got coming up. But don’t go anywhere. We’re not done before I come to you, Teresa, I wanted to ask, do you, William, do you have any more golf tournaments this year that you got going on that you need any volunteers or sponsors for?

William Thomas: [00:48:55] We are finished for the year. Okay. Our next tournament is not until March, and then we have 1st March, April and May. So certainly we’ll take sponsors for all of those. And then as you want to volunteer, you know, feel free to text, email or preferably call me.

Brian Pruett: [00:49:11] All right. Sounds good. All right. Now we’re moving over to Miss Teresa Carter from Jazzy Hearts Foundation. Teresa, thanks for being here this morning.

Teresa Carter : [00:49:18] I’m excited to be here.

Brian Pruett: [00:49:20] You are in the process of getting your 500 and 1C3 trying to work on that, but you have a very personal reason why you’re starting Jazzy Hearts Foundation. So if you don’t mind just sharing your story and I commend you because this is very fresh for you, right? So if you don’t mind and you might want to slide that over there, Kimberly. Just know. There you go. Uh, so but I just share your story and what you’re doing. And people need to understand about organ donation, which what you talk about and just a little bit. But go ahead and share your story. Well, I guess.

Teresa Carter : [00:49:52] I should start with my why. Who is Jaslyn? Carter’s her name, but everybody came to know and love her as jazzy. Um, she was born a healthy baby, so I was lucky, blessed enough to be able to have a healthy pregnancy and a normal baby for the first ten months of life, until one day she stopped breathing at school. That was the first indicator that there was something wrong. We found out a couple of days later at. She was transferred to Eggleston and we found out she had restrictive cardiomyopathy, which congenital heart disease is usually found in. One in every 100 children are born with some type of congenital heart defect or disease, which she isn’t one in the 100, but she also happens to be in the 1 in 1,000,000 with the restrictive cardiomyopathy, and was also the youngest that they had ever that they had ever a case that they had ever seen. As soon as they had told me the diagnosis. Of course, the only not necessarily a cure, but the only thing that could be done for that was a heart transplant. And so it was just a matter of keeping her alive long enough to be able to receive that heart transplant whenever the time would come. I say that she was created with great purpose as I started this organization, you know, with great purpose as carrying on her her legacy, which everything about her was just rare, I guess even the multiple times that she went into cardiac arrest, you know, it’s not most people survive from that.

Teresa Carter : [00:51:23] And she did five times survive from cardiac arrest before having that transplant thanks to CPR. And of course, you know, the hospital staff. Some of those times she was already in ICU. And, you know, already being there was a big help too. And the biggest thing, though, that really kept her alive was her having a Berlin heart put in, which was something that was normally created for a different type of cardiomyopathy than what she had. It wasn’t supposed to work for her, but it was. She was wanted to always just test the medical, her, the medical capabilities of what science can do, what her doctors can do. And they were just everybody knew and loved jazzy. And she was just like this big puzzle. They were just trying to figure out because she was just she was different. Her case wasn’t not that any any child’s congenital heart defect or disease is easy, but some a lot of them are. There are certain ways that they know have seen as successful in the past with other kids. And in her situation, there wasn’t a whole lot of options other than the transplant, and she wasn’t going to make it to the transplant.

Teresa Carter : [00:52:26] So they were willing her surgeon was willing to try something different with her, and because it worked, which we were happy, it was a very slim chance that it was going to work. Because that work, she was able to help save the lives of four other kids just at Eggleston alone. Wow. So that’s why, you know, I say that she’s created with great purpose and the medical aspect of things because, you know, it was like a ripple effect because that worked for her. It also worked with for other kids at Eggleston. That’s for other families that were able to experience the most amazing gift on earth, which is organ donation. That’s the most selfless thing that any family can do whenever they’ve lost somebody is to decide to donate, you know, their child’s organs to help save somebody else’s kid that they don’t even know. And so I guess we fast forward. She’s doing good after her transplant for a while. And. There’s a lot of routine, routine procedures and check ups and things that these kids have to go through even after a heart transplant. It’s not it’s not a cure, like a lot of people think it is. It’s just really it’s a bridge to a second chance at life to keep them going.

Teresa Carter : [00:53:34] But I think it’s 80 to 85% of these kids that have these heart transplants wind up needing a second one. The biggest leading cause of death for. Pediatric heart transplant recipients is something that’s abbreviated Cav. I think it’s cardio cardiac allograft vasculopathy. I don’t know if I’m saying that right. I’m not good with all the medical terms, which is ultimately what had. You know, sent her to heaven. But she was. She had. She had developed it so fast, faster than her doctors had ever seen happen before. It also happened so soon after transplant. It normally doesn’t happen until 10 or 15 years down the road after a transplant. This is the reason why they do these routine checkups is normally they’re able to catch. This is a disease that develops in the coronary arteries, and they’re normally able to catch it within in enough time to be able to hopefully relist the patient and hopefully be able to have that patient, you know, another heart if they can live long enough. And in her case, that just happened so fast, faster than I’ve ever seen it happen before. They just had she had her her one year checkup was only a few months before she wound up having this, this disease that came on the Cav. And her coronary arteries were perfectly healthy.

Teresa Carter : [00:54:56] So they were very shocked to see that, you know, that this was happening and that it happened so fast. And they had never heard of it before. So. Now they’re having to reevaluate how they can different ways of how they can check coronary arteries in these heart transplant recipients. And. Well, she actually got talked about at a conference in Chicago that one of her transplant doctors had went to because it had to get, you know, brought up. The issue is you can’t check the coronary arteries more than once a year because it’s an invasive procedure, as a lot of these other procedures that have to get done for these, these kids with ADHD and. So that’s the reason. That’s one of the main reasons why I started this foundation was because I wanted to be able to help to fund research for, for, you know, coronary artery disease that develops in these kids with these heart transplants. And, you know, they’re so young, they should be able to enjoy the rest of their life. And organ donation is such an important thing because it it has its own ripple effect. And when you’re saving one person’s life, well, you’ve also changed the lives of everybody that’s close to that person, because now they’ve. It’s almost like they’ve witnessed a miracle in a sense, because there’s prayers that have been answered and.

Teresa Carter : [00:56:17] I want to be able to make sure that I can. I can be able to keep that going and not have parents that think, you know, my child’s going to be okay now that they’ve had a heart transplant and just be able to give them a new sense of hope, I guess. And. Just to prevent what happened to her to happen to other kids throughout Jazz’s heart journey. Also, she she wasn’t supposed to live as long as she did, and so she was bringing together just a whole community of people that were just always praying for her and. Not even not even just saying, like praying on their own, but literally coming together in groups to make sure they pray for her, praying for her at the same time. And whenever she did come home from the hospital after her transplant, people would just look at her and just in such awe like they had witnessed a miracle because she wasn’t there. The Berlin heart wasn’t necessarily supposed to work for her, and it did. And even though we were stuck in the hospital for about four months, she was still able to receive that heart transplant and be able to come home and just be erased. Sunshine for everybody that she came into contact with.

Brian Pruett: [00:57:23] Well. So. No. That’s right. So how old was she when when she, when she passed.

Teresa Carter : [00:57:30] She was two and a half years old. Okay.

Brian Pruett: [00:57:31] And you said that this was earlier this year, right. Mhm. Yeah. How long ago.

Teresa Carter : [00:57:36] August 28th was when she passed away. Her one year heart adversaries which what we call it was in March of this year and everything seemed to be okay. And that’s why it’s. They know that there’s more research that needs to be done and how they can check coronary arteries in a less invasive way, because it’s obviously now it’s something that that can happen fast and not progress really slowly. And. But aside from Jazzy Hearts Foundation, just wanting to be able to fund research for coronary artery disease specifically for heart transplant recipients, I want to be able to more in depth, be able to share how God, how God played a part in her entire life, and not only just to get to me, because I know for sure that jazzy was sent here just to save my soul. My whole life, I had my doubts about God and kind of going back and forth whether or not he was real and this and that, and my first encounter that I had with him. We were waiting. It was in the hospital. We were we weren’t exactly like stuck per se in there, yet we went in. It was the beginning of 2022in January, and we went because she had had a heart monitor put in because she was having she by then she had already had a few cardiac arrest episodes, and they were hoping to be able to catch some kind of pattern. Well, it was forcing its way out. It didn’t want to stay in there, of course.

Teresa Carter : [00:59:00] So when we went in the first, it was January 1st of 2022. We went in and I really thought it was just going to be quick. We go in, they’re probably going to want to just take it out, reevaluate. Maybe we get to go home in like a week. One thing led to another. She ended up catching Covid, going into cardiac arrest again, and we went. That’s when we knew we were going to be stuck. And I remember being so frustrated one day in the hospital room as she was already asleep, and I was so frustrated and and like, he just came to me. It was like a so loud, like, she is mine. And I had to, you know, realize that I really have no control over what’s going on. I’m really just wasting my energy being so upset. I’m separated from the rest of my family and. That was really the first encounter that I had with God. I remember it really. It scared me. I’m not even going to lie, because I was I remember looking around the room like, what? What is that like? What is that voice? And and it was such a strong feeling. I remember being shook up. And so ever since then, I really since I was stuck in the hospital. Anyway, I really just started, I guess, my spiritual journey, you could say. And. I had more time there, I wasn’t busy. I have two other kids and a husband at home also.

Teresa Carter : [01:00:11] I should have already mentioned them by now, but my husband was at home holding down the fort. And you know, my kids play travel ball sports and we’re very, you know, just active in everything they do. Not just the sports, but even with school stuff, making sure that they’re going to be successful one day. And so I had more time while I was at the hospital just to focus on jazzy and focus on, you know, building my relationship with God. Because I know now that he’s real, because it wasn’t just a voice, it was a whole feeling that was inside of me. And. There was another encounter that I had. I don’t want to share all of my encounters because I don’t want to go too far into detail, but the one that really sticks out the most was one day I was listening to the church. We go to North Point Church in Dyersville, and I’m really grateful that they they always go live every Sunday. The services are. So that way I can listen in sometimes. It didn’t always work out for me to listen in while they were live, but I’m always able to go back. And it was late night and jazzy was already asleep and everything was quiet. And I can just remember just like taking notes, because that’s what I was doing, because I was really just trying to do a lot of learning, and it was like something had just kind of took over my hand.

Teresa Carter : [01:01:24] It was really weird, and it was just like, I remember writing off to the side and saying, you will lead them to me. At the time, I had no idea what it meant. I just was like, you know, okay, I know that didn’t come from me. I knew it came from God. And I just carried on with my studies and this and that, and now that everything’s unfolded the way that it did. I know now that somehow I’m supposed to help people. I really thought it was going to be jazzy. I can this last time we were in the hospital for 28 days this past August. I can remember thanking him in advance every single day because I just the way that she was bringing people together, I had people telling me they were going back to church. They were building their faith in God. We all just knew she was going to come home. Sorry. I can remember thanking him in advance because she was bringing people to God, and I was getting to witness it. So at the time, I thought when I wrote that down that I was supposed to help jazzy do it. You know, because she was going to come home and everybody was going to be in such awe because this unimaginable thing was happening to her. And, you know, she survived yet again, and everybody was going to get to see her. And just look at this little miracle that had from prayers being answered.

Teresa Carter : [01:02:41] Now that everything’s unfolded, I know that, you know, now it’s me doing it and she’s walking alongside me spiritually. But I have to keep that going for her. You know her always just testing the boundaries of what medical science can do. I can keep that going by saving other kids lives. Other family’s lives because it’s, you know, it’s not easy for anybody that’s lost a child, anybody that’s really lost anybody close to them. So there’s just two aspects to Jazzy Hearts Foundation. But I guess the biggest hurdle right now is just really just being able to raise the funds. There’s another nonprofit called Enduring Hearts. They’re on a national level that’s also doing the same thing as far as funding pediatric research for heart transplants. But they do a lot of other studies. Other, you know, research for pediatric heart transplants. But I know that I solely want to focus on the cardiac vascular. Goodness, I’m getting my words mixed up. Cardiac allograft vasculopathy. And they are willing to work with me. I just have to come up with 150 K and they will. Since they already have, they’re already established. They have their own committee of scientists and research cardiologists and things like that. But if when we come up with 150 K, then they’ll willing to work with us through their organization to fund whatever research of my choice, which would be Cav, and be able to have it solely recognized under Jazzy Hearts Foundation. Well, so.

Brian Pruett: [01:04:19] If you’re listening and you’ve got 150 K, you know, we got somebody that needs you. Um, real quick. So I know you’re in the middle of process of starting the 500 1C3 because you don’t have that yet. So there’s no tax benefit unfortunately. People want that. And it should be just because they have a good heart. But but go ahead and share with somebody how they can get a hold of you. If somebody’s listening right now and say, hey, I want to send you something or help you, how can they do that?

Teresa Carter : [01:04:45] Well, my telephone number is probably the easiest calling or text (678) 346-5134. We do have a website. It is jazzy hearts dot fit apparel.biz. We do also have Facebook. If you just go on Facebook and search on there Jazzy Hearts Foundation. We’re still in the very beginning stages. Like I said, my daughter passed away in August and we actually started the foundation the day that we had to go in to prepare for her funeral. Like how all of us have already said just a few minutes ago about doing something nice for somebody makes you feel good. And I wanted to know that I can. What happened to us doesn’t have to happen to somebody else, you know? And so I, I also feel good when you do something nice for somebody else. And that was part of the reason why we started it, particularly on that day. I didn’t want to have to deal with the thought of planning her funeral. So we are registered through the state right now. We’re just a domestic non profit organization, but we will be a 500 and 1C3 very shortly. I recently did a t shirt campaign and the funds that were raised from that were will be what’s going to fund for us to be able to make that happen. Is that still going on?

Brian Pruett: [01:06:02] Can people still go and order t shirts?

Teresa Carter : [01:06:04] That particular campaign is over with, but people can still order t shirts through this website. Jazzy hearts. Dot fit. Apparel.biz. So website is a merch store on there with all kinds of different shirts. Cool sweater like what I have on right now. All kind of different colors. And the proceeds to that, a portion of the proceeds of that will come directly to us. We’re also doing a toy drive. I feel like I have to speak on the toy drive, too. I know there’s a lot of companies that are doing toy drives right now, but this one we started last year. It was Jazzy’s first birthday. Being at home. It was her second birthday. She spent her first birthday in the cardiac ICU. And you know, no parent thinks to spend their child’s first birthday in the hospital and you don’t have anything. We were already there since her birthday is January 14th, so we had already been there a couple weeks, I didn’t. I’m a late planner. I guess I didn’t have like a party or nothing planned yet for her and. The only thing I could get for her was something from the gift shop, and I was in such awe when. Because we can’t sleep in ICU. They have little sleep pods that we slept. We slept in. The parents do. And I can remember early that morning when I got there, her nurses already had it decorated. They had gifts for her. She couldn’t eat because she had just went into cardiac arrest a couple of days ago. So she was on a feeding tube and one of the nurses, she made a it was a little like a smash cake.

Teresa Carter : [01:07:26] You know how they do for one year olds. But she made it with Play-Doh, so that way jazzy can still have something to smash, even though she couldn’t eat it. That was pretty cool, but that was definitely. It was happy tears that day because just knowing that, you know, they they had done that for her and the gifts came from the hospital, not necessarily from the nurses, although I don’t, I don’t know. Some of the nurses might have purchased some of the gifts. I’m not sure. Um, but that was how I found out real quickly that the hospital gets toys donated here and there for different other families. Different occasions, like everything is a ripple effect. You know, everybody, all the families that have come through there, there’s so many of them that give back because they’ve been whoever’s currently there, we’ve been in their shoes. And so I knew that when her first birthday, well, her second birthday, it was her first birthday at home had came around. Her birthday is right after Christmas, too. I was like, well, she doesn’t need more toys. And so we did this toy drive because I know there’s other kids that are still in the hospital that are spending birthdays. They’re just like, you know, jazzy did, and I’ve seen other kids, you know, have to celebrate birthdays in the hospital, and that’s not fun. And it was when they were still having the Covid, you know, regulations and things like that.

Teresa Carter : [01:08:35] And so nobody could come. They did make a special arrangement for my husband and my kids to come, which my husband was allowed to come and go whenever we were. Each patient was only allowed two caregivers at the time, but siblings weren’t supposed to be allowed. But we did get special permission since it was her first birthday for her siblings to to come visit that weekend. So anyways, yeah, we started the toy drive last year and it was. I was really surprised at the turnout we had. It was really cool and it was amazing for me. And jazzy went to go deliver the gifts over there. We did it. They were still under the Covid regulations, so it wasn’t like we got to go out and, you know, see anybody. But just to know that. The other kids that spend birthdays, holidays and I can remember even jazzy getting gifts sometimes on just the really hard days, you know? And even for the older kids, I’m sure there’s I can’t experience that. But, you know, there’s. Because jazzy was so young when she passed away. But they go through other kind of struggles with them being, you know, teenagers and being stuck in the hospital. And. Also, you know, for the kids that are there for a long time because has been had admissions that were significantly long and you have to keep those kids entertained. You know, so they get new toys periodically too. So we just want to make sure that the hospital, the Eggleston, always has a good stock of toys.

Brian Pruett: [01:09:51] So if somebody wants to take part in that, how can they get the toys to you?

Teresa Carter : [01:09:54] The fliers on the website. And there’s different drop off locations in the Bartow County area. There’s also an Amazon wish list on there. The majority of those items on the Amazon wish list are directly from the hospital’s wish list. And then I also added some more stuff on there that were toys that jazzy got while she was in the hospital too. But yes, the events are on that website. Also. Jazzy Heart’s outfit apparel.biz. Another event we have coming up is a fundraiser night at Henry’s, which I know a lot of people are pretty familiar with. Henry’s. Henry’s also, I believe it’s a liver transplant recipient. Is it liver? I couldn’t remember, I remember meeting him at a it was another. What was it? It was for something for the Georgia Transplant Foundation. It was a fundraiser. Goodness. My words are getting scrambled up. But anyways, that’s going to be on January 9th, and we’re going to just kind of do that. Have our family there as a, I guess, birthday dinner, you know, in memory of her.

Brian Pruett: [01:10:53] Well, I mentioned this to you a couple of weeks ago. We had Stone’s wife, Holly on here, and Holly is a kidney donor, so we need to get with her because I’m sure she’d like to be part of that as well. So I love hearing stories like that. You you mentioned something about, you know, the way God works because he does work in mysterious ways. And we never know, probably until we get to heaven. Why things, certain things happen. Sometimes we can look back and, you know, after several years and seeing, oh, well, that’s why that happened. Yeah. But you also and I think, you know, after talking with you and hearing more of your story this morning, your career is dealing with life insurance, right? It’s one of the things you do.

Teresa Carter : [01:11:29] It’s actually that is also kind of new. That started because one of the things with being a transplant recipient, any transplant recipient, any organ transplant, is you have to take certain medications. That’s what they call anti-rejection medications. That’s pretty much helping to keep you alive by keeping your immune system down, to make sure your body doesn’t try to naturally fight off the foreign object, which is the, you know, the new organ that wasn’t there when you were born. So. Goodness, I just lost my whole train of thought just then. I’m so sorry.

Speaker5: [01:12:02] You’re fine.

Brian Pruett: [01:12:02] We’re talking about life insurance.

Teresa Carter : [01:12:05] Yes, I started that because jazzy would get sick pretty often, and so she’d be at home. And I’m actually a private chef slash caterer. I have a catering company also that’s been on the back burner with having jazzy at home a lot. And then of course, being in the hospital, there were times I even had to cancel events because she would happen to be in the hospital again. So I knew that I had to think of something outside of catering that wasn’t that I could do from home, and that’s when I got into life insurance. And I didn’t get to. I remember finishing I got my license. I believe it was before she went in in August this last time, but I hadn’t started my training yet. And so now I’m getting back into that. And so it’s still kind of new, kind of fresh, but that’s a big, near and dear to my heart. Also because we have life insurance on our kids and there’s a lot of, you know, benefits that come with that even, you know, aside from jazzy passing away, just. Knowing that. If something ever happens to me, if something ever happens to them, that you don’t have to necessarily worry there. There’s certain things you don’t have to worry about, but there’s so much more to life insurance than just that. Like even for people that it’s for anybody even. And I remember growing up thinking like, oh, it’s only, you know, rich people that have life insurance. And that’s not the case. And I realize that when I came into my adult life, that it’s life insurance is for everyone. It’s just a matter of having the right, the right agent that can help you with whatever your needs are and work with your budget because you can get life insurance, life insurance on any budget. Um hum. Um, well, that’s.

Brian Pruett: [01:13:33] Important to talk about because you talked about having life insurance on your kids. My wife and I, we had life insurance on my stepkids. But, you know, you never think about. Yeah, I was an adult. I have life insurance, but you should definitely have it on your kids.

Teresa Carter : [01:13:45] Right away, too, because I was, I mean, which normally I probably shouldn’t mention it, but we’re going through a headache right now with Jazzy’s Life Insurance company. But we got her life insurance before we even knew that she had any kind of heart condition. So I remember, like when I was going through the the online course thing and learning about life insurance. And so I was playing around with some stuff, trying to I was like, well, what if we would have waited too long? Like, what if somebody would have tried to, you know, get and she wouldn’t have been eligible for any kind of life insurance because of her just being an organ transplant recipient.

Speaker5: [01:14:15] Right.

Brian Pruett: [01:14:16] So are you still have the catering business?

Teresa Carter : [01:14:21] I do, yes.

Brian Pruett: [01:14:21] So what’s what kind of events do you do?

Speaker5: [01:14:25] Anything.

Brian Pruett: [01:14:25] Anything? Yeah. What’s the name of the what’s the name of the catering?

Teresa Carter : [01:14:28] Reese’s way.

Brian Pruett: [01:14:29] Ooh, Reese’s.

Speaker5: [01:14:30] Reese’s way. All right. Can I ask another question?

William Thomas: [01:14:34] Yeah. Is it all right? Yeah. Go ahead. Have a question. In a in a statement of encouragement, I’ll start with the statement of encouragement so you can answer the question. Okay a statement of encouragement. So I’m a numbers guy and I’m all about life insurance I the last thing you want to do is worry about going back to work, going back to your job if you have to lose a child. So you have to have you have to have money, you have to have resources. So I am I will champion you all day on life insurance. But my statement of encouragement is, is being a numbers guy, I know 150,000 can seem daunting. That’s 12,500 a month which is 3125 a week. I’m a numbers guy. It’s $470 a day if you do it seven days a week. So in 2024, you need to figure out every day how you can get 470. That’s it. Just break it down that way. And because 150 is a ton of money and it’s frustrating and I’m sure you know, you’re like, how am I going get 150? But I’m.

Teresa Carter : [01:15:29] Honestly not even intimidated by that number.

Speaker5: [01:15:31] Like the.

Teresa Carter : [01:15:32] One is somebody I don’t. One of us has said something about not fearing anything. Or was that something I heard on the radio on the way here? I don’t know, but I guess just through everything that I’ve been through, I’ve got when I seriously say I fear nothing and numbers are just numbers. Money is just money, all right? It can always it can always be replaced. I don’t know, and I’m just I know that this is what I’m supposed to be doing, so I don’t feel intimidated. I know that I’ll get away to get 150 K, I believe whatever it takes. And I was just having a conversation with my husband yesterday. Did I cut you off?

Speaker5: [01:16:01] I’m sorry.

William Thomas: [01:16:01] I have a question.

Teresa Carter : [01:16:02] Go ahead. Oh, I had a conversation with my husband yesterday. And, you know, we’re just the type of parents we’ll do anything, whatever it takes to make sure that our kids are successful. Whatever their definition of success is, it doesn’t even necessarily have to be money. You know, just and I feel like and I was telling him this, I didn’t it didn’t occur to me until over the Thanksgiving break that I feel like somehow I’ve replaced jazzy with this nonprofit organization. I spend so much time doing so much learning because I’m new to nonprofit, it’s kind of different. It’s still, I’ve learned that I need to run it like a business, even though I’m not profiting from it. But whatever it’s going to take to make it successful, I’m willing to do. And I love so much that my husband is on board with it, even though sometimes I feel guilty, like I’m slacking being, you know, a mom and a wife at home sometimes because there’s certain things that aren’t getting done. But he’s so supportive and, you know.

Speaker5: [01:16:54] It’s awesome.

William Thomas: [01:16:55] So my question is, have you talked with Point of Dyersville to allow you to raise money through their non profit side so that people can so they can have everything set up on their website. People can give to the church essentially make it a tax write off. And then those funds directly come 100% to you or the organization. Have you talked to your church about doing that so that you can raise money and still. It be a write off for people?

Teresa Carter : [01:17:20] No, I haven’t actually. You’re referring to, like a fiscal sponsor.

William Thomas: [01:17:23] Have have the church just be the conduit through which people give. So right now as not being a a registered 500 and 1C3. People who want to give. Again I hate. And as you said earlier Brian, people should just want to give. But that’s just not how this work. This world works. People want the tax deduction, especially right now with it just being passed giving Tuesday, you’re getting to the end of your contributions. People are finding a way to shelter money, get rid of tax liabilities or just really want to do want to give it away but want the tax benefit of it too. Would your church be willing to allow you to have the funds received through their conduit, and then cut you the check specifically from that? So it doesn’t cost them anything, doesn’t bother them in any way. It doesn’t mess up their books. They receive money. They gave it out as a deduction for them as well. But it allows that individual who wants to give to have it considered a tax deduction for them because it’s going to a non profit, which is the church.

Speaker5: [01:18:13] Honestly.

Teresa Carter : [01:18:14] I did not even think about that.

Speaker5: [01:18:16] That’s what.

Teresa Carter : [01:18:16] I have been what.

Kimberly Jerguson: [01:18:17] We do with the polar.

Speaker5: [01:18:18] Bear plunge. That’s what it.

Kimberly Jerguson: [01:18:19] Is. It’s going through wildlife actions. So it’s.

Speaker5: [01:18:21] Tax I have.

Teresa Carter : [01:18:22] I was trying to look for a fiscal sponsorship because I know the 500 and 1C3 is going to be a little bit of a process. And I was trying to have something like that, you know, before the end of the year, because I know a lot of companies are wanting to kind of more likely to give away money at the end before they got.

Speaker5: [01:18:36] Their taxes and.

William Thomas: [01:18:38] See if they would be willing to do that. It doesn’t hurt. It doesn’t hurt them. I mean, they don’t lose anything, don’t gain anything. I mean, it’s just they’re the conduit so that they can get their write off. So anything like you said with the.

Speaker5: [01:18:46] There was a.

Teresa Carter : [01:18:46] Reason why certain companies. So I’m not going to say their names. But the couple companies that I did ask, I kind of I just didn’t get a response.

Speaker5: [01:18:53] That’s why.

Brian Pruett: [01:18:54] Yeah, that’s exactly why.

William Thomas: [01:18:56] Yeah. That’s like when we do our non profit golf tournaments, we don’t get the check because it takes away the ability to say it’s a charitable contribution tax deduction. So all of our checks go directly to our non profit. And then they compensate us. We get we get paid. So with the polar bear plunge it’s the same thing. I mean again I wish people would just do it but they want the write off. So they they get to say they’re getting the write off or that jumping in the lake, but it goes through the tax deduction of the 501C3. So that’s something definitely to consider and doesn’t stop you from getting money now and getting more money.

Kimberly Jerguson: [01:19:26] And if not, I know a few people that might be willing to do that for you.

William Thomas: [01:19:29] For you. There’s people out there.

Brian Pruett: [01:19:31] Say, this is why I love this show. It’s exactly why I bring more people on here.

Speaker5: [01:19:35] Instead of just having.

Teresa Carter : [01:19:36] One at a time. You were saying that the other day too.

Brian Pruett: [01:19:38] So I got a few other questions for you. So you talked about. Well, first of all, I’m going to go back to your catering just for a second. If if people want to get a hold of you for catering. Right. You know, I’m sure it’s holidays and things. They may have parties or even first of the year. How can somebody get a hold of you for for catering?

Teresa Carter : [01:19:56] Honestly, just my phone number. I don’t have a website or anything like that yet, but I’m learning all of that stuff now through the non profit organization.

Brian Pruett: [01:20:03] Okay. So I’m going to ask 3A3 part question. It’s all advice that I want you to give people okay. And it’s three parts. The one is it’s going to be very kind of personal. But there may be somebody listening who is going through a certain situation that you’ve gone through with their child. I’d like for you to give them some hope, you know, advice, even if it’s seem, may seem grim on the outcome. It’s really, as you said she was. Helped four other families, right? That’s the first part of the question. The second part is give advice on starting a business, because you’ve done that with your catering and you’re doing that with your life insurance. Right. And the third part is you’re going through the process of becoming a 500 and 1C3 nonprofit. Give some advice on what somebody should do to start a nonprofit. If you can’t remember those, I’ll ask them again. But okay.

Teresa Carter : [01:20:51] The first one is really hitting home because I was going to make sure I said it anyways. I just feel like I always have to tell people that God is going to meet you where you’re at, regardless of what it is you’re going through. He’s going to be with you at the high, the highest part of the mountains, all the way into the deepest lows of the valleys. He’s going to be with you and. There’s nothing you can really do wrong. There’s no manuscript on how you’re supposed to grieve. There’s. However, you feel like you have to get your fix. He’s still going to meet you where you’re at. He’s so good and his goodness is going to come through all of the bad. Everything happens for a reason, and it’s all because of the things that he’s working, things that he’s trying to make happen that we can’t see because we are only seeing what’s happening right in front of us.

Speaker5: [01:21:38] And there’s.

Brian Pruett: [01:21:38] No coincidences.

Teresa Carter : [01:21:39] There’s no coincidences.

Brian Pruett: [01:21:40] Hence the reason they just gave you some good advice about finding a nonprofit.

Speaker5: [01:21:44] To do that. Right.

Brian Pruett: [01:21:46] All right. Second question. Give somebody some advice on starting a business.

Teresa Carter : [01:21:51] Just go for it and be prepared to go through the blood, sweat and tears. You’re not going to get compensated in the beginning. You’re going to put a lot of time and not see not going to reap the benefits of it. So you have to know whatever business it is. What’s your reasoning for it?

Speaker5: [01:22:05] All right.

Teresa Carter : [01:22:05] Why is it important to you.

Brian Pruett: [01:22:07] And the same thing with the non profit. Why if somebody wants to start a nonprofit there’s a lot to do a non profit. More so than I would even say even for starting a business.

Speaker5: [01:22:16] I’m learning that. Yeah. Um.

Brian Pruett: [01:22:19] I mean, you and I sat down and talked yesterday and I mentioned something about insurance for your non profit. That was something you didn’t think.

Teresa Carter : [01:22:24] Wasn’t even on my radar at all. I have insurance for the other stuff for the other two businesses but not for the non profit. Um, I guess I think one of us had already said, I think it might have been you finding something that you’re passionate about. You know, in my case it’s this because it happened to me. I don’t want to be able to help other families. I want to be able to be that support system for them if they need somebody to talk to, too. So I guess if anybody’s listening right now that’s recently lost a child, or if you’re in the hospital right now, if you could give me a call at (678) 346-5134, sometimes it helps just to know you have somebody to talk to. And when it’s somebody that’s outside of your circle.

Speaker5: [01:23:03] Right.

Teresa Carter : [01:23:03] Because I did have that with somebody and it it makes a huge difference.

Speaker5: [01:23:07] Right.

Brian Pruett: [01:23:08] And I mean, it doesn’t matter the time of year. It’s tough any time. But this time of year particularly reach out to somebody if you need to talk to somebody. Yes. All right. Before I get to the last question for everybody, you’re fairly new to the Cardinal Business Club we introduced you to. Right. And so I don’t know if you’ve networked any time before that, but do you have a positive story you can share just from your networking, even if it’s fairly new.

Teresa Carter : [01:23:33] Before coming to.

Brian Pruett: [01:23:35] Anytime, even if it’s now or it’s.

Teresa Carter : [01:23:37] A more recent one. So Scotland that you had mentioned, she’s my husband’s well, she’s my cousin, she’s my family, I love her and I love what she does. But she had reached out to me and told me that she came and spoke on this podcast, and so she thought it would be good for me just to, you know, talk about Jazzy Heart. So I reached out to you, of course. And then you tell me to, you know, you’re inviting me to this Cartersville business club. And so I go there, and when I go there, I meet Paul and his. Well, I didn’t meet his partner then, but I met Paul, who said that he could help me to build a website and be able to continue selling the t shirts, which is him and his partner, Rebecca. That’s where the fit apparel on the the website, like Jazzy Hearts Fit apparel.biz. They’ve built this website for me for Jazzy Hearts, not for me, but it’s for this whole jazzy heart. Community is what I like to call it, to where people can go on there and they can purchase the t shirts and it’s at no cost to me, but they’re getting compensated. And then Jazzy Hearts is also getting compensated, and then the logo is getting pushed around for everybody to see also. And that that all came from just Scotland sending me a text message. And now I have a website and through through just talking with you and you put me on Game Wednesday this past Wednesday about the blink I think is how you pronounce it. And so now I have a digital business card, and I got to meet the manager for the new bank that’s getting this being opened. And I can’t wait to, you know, hopefully be able to work with them. And just it’s networking is it’s just a matter of taking the initiative. If somebody is like, hey, I know somebody that does this or this, they might be helpful for you. It’s just a matter of you taking that one step to reach out to whoever it is that contact is.

Brian Pruett: [01:25:16] Again, it’s not about you. It’s helping other people. Yeah. And Scotland didn’t tell you the story. The reason we know Scotland is because when we did the Northwest Georgia Rising Stars magazine, we did a story on her organization. And that’s been 2018.

Speaker5: [01:25:29] Oh okay.

Brian Pruett: [01:25:30] So all right, real quick, Kimberly, remind remind everybody the date of the polar plunge. And you need to send me the new flier so I can get it up.

Kimberly Jerguson: [01:25:39] Yes, it is December 17th at 2 p.m. at the on Lake Allatoona off of Kellogg Creek Road.

Speaker5: [01:25:46] Okay.

Brian Pruett: [01:25:48] Before we wrap this up, there’s two other questions or one other question that I’d like to do is for all three of you, I’d like for each of you to give either one. You’ve done this already, but one word, one quote, or just a positive nugget that people can live the rest of 2023, which is only a few days left and beyond with. So, Kimberly, I’m going to start with you this time. What do you got?

Kimberly Jerguson: [01:26:12] I’m going to go with our slogan is to put back more than you take, whether that’s in nature or family or faith or anything that you come across in life. Put back more than you take.

Brian Pruett: [01:26:24] Awesome, Theresa.

Teresa Carter : [01:26:28] While I already shared one little nugget, I feel like the other one is don’t be so hard on yourself. Life is just hard in general. And nobody’s nobody’s pain or struggle is necessarily greater than the next. Like sometimes when. I like. I recently spoke to one of my friends and she was saying like she just didn’t. Feel like everybody’s going through something. So I think a lot of us feel like we don’t want to talk about what it is that we’re going, whatever our struggle is, because in my situation, I feel like people look at me like, oh, you lost a child. Like your situation is so much worse than mine. And that’s not necessarily the case. Everybody’s everybody’s going through their own pain and struggles, and based off of their own experiences is the extremity of what it feels like, the weight of what it feels like to them. So just don’t be so hard on yourself. Life is hard. And as long as you’re trying your best, you’re doing great.

Brian Pruett: [01:27:13] William.

William Thomas: [01:27:15] It may be a bit inappropriate, just obviously with our indoor space and the fact that it’s almost the end of the year and you’re trying to push through, it’s literally go balls to the walls. And that’s literally what we’re doing in our space. So there you go. More apropos.

Brian Pruett: [01:27:30] There you go. The other thing that’s a lost art these days is the thank you. So I want to thank each of you, William, thank you for what you’re doing for all the different nonprofits and specifically in Cherokee County. Kimberly, thank you for what you’re doing in the community here in Cherokee and Acworth. You know, it’s Acworth, too. And then, Teresa, thank you for what you’re doing for all the community in Bartow, but also all the families that you and Jazzie have touched. Everybody out there listening. Let’s remember, let’s be positive. Let’s be charitable.

 

Elizabeth Lener and Karen Poyser with Springmont School

December 1, 2023 by angishields

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Chamber Spotlight
Elizabeth Lener and Karen Poyser with Springmont School
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In this episode of Chamber Spotlight, host Lola Okunola discusses Montessori education with Elizabeth Lener and Karen Poyser from Springmont School in Sandy Springs, Georgia. The school offers a unique learning environment, including outdoor education activities and a diverse community.

Elizabeth and Karen explain the Montessori philosophy, emphasizing the importance of a prepared environment that fosters children’s natural development. They also discuss enrollment processes, ways to support the school, and their excitement about being part of the local community.

Springmont-School-logo

Elizabeth-LenerElizabeth Lener, Springmont’s Head of School, appreciates that Montessori children are at the center of their own educational journey.

As their lives unfold, they are given the materials and guidance to promote this journey.

There is trust in the child and the knowledge that they will become their best selves in the right environment, which their teachers and caregivers provide.

Lener is an educator with more than 25 years of experience and private school leadership.

Karen-PoyserKaren Poyser joined the Springmont administration in 2023. She loves how Montessori encourages and fosters independence, develops community, and offers the gift of time.

For more than 20 years she has been involved in nonprofit management and resource development for social justice and youth serving organizations.

Follow Springmont School on LinkedIn and Facebook.

What You’ll Learn in This Episode

  • What Springmont School is and what makes it standout from so many other schools in the area
  • What Montessori is
  • Springmont’s 60th anniversary
  • How listeners can support Springmont School, it’s students and educational choice overall
  • APOGEE – redirect your state tax liability to support student scholarships
  • Sponsorships and/or donations for the 60th Anniversary Auction

This transcript is machine transcribed by Sonix

TRANSCRIPT

Intro: [00:00:07] Broadcasting live from the Business RadioX studios in Sandy Springs, Georgia. It’s time for Chamber Spotlight, brought to you by Southern Live Oak Wellness, providing quality mental health treatment to a population in dire need of being treated as equal. For more information, go to Southern Live Oak wellness.com. Now here’s your host.

Lola Okunola: [00:00:42] Welcome everyone to the Chamber Spotlight Podcast, brought to you by Southern Live Oak Wellness. I’m your host, Lola Okunola, and today’s episode is a special one. As we dive into the world of education. We have fantastic guests lined up for you today. But before we get started, a big thank you to our sponsor, Southern Live Oak Wellness for supporting this podcast. They are dedicated to promoting mental health and wellness in our community. Now let’s jump right in. Our guests today are from the esteemed Springmont School, the first Montessori school in the southeast. Joining us is Elizabeth Lener, the head of school, and Karen Poyser, the director of business development and alumni relations. Welcome to the show, Elizabeth and Karen.

Elizabeth Lener: [00:01:38] Thanks, Lola.

Elizabeth Lener: [00:01:39] We’re excited to be here.

Karen Poyser: [00:01:40] Yes. Thank you for having us.

Lola Okunola: [00:01:44] Awesome. Now, Elizabeth, what is Springmont school and what makes it stand out from so many other schools in our community?

Elizabeth Lener: [00:01:54] Alright, well thank you for asking. Springmont school is a toddler through eighth grade Montessori school in Sandy Springs. We have an enrollment of about 260 students. Our school not only provides a world class Montessori education, but it also provides meaningful opportunities for students to engage in outdoor ed activities ranging from the care of our farm animals. We have goats, chickens, turkeys, bunnies until recently on our farm, on our seven acre main campus, right on Long Island Drive, drive, drive. Yeah, to extended overnight excursions at our 83 acre land school campus in Summerville, Georgia. Additionally, students learn how to access resources in their local environment, including museums, libraries, grocery and hardware stores, parks, and more. We are always out and about. Springmont is a diverse community that honors the background, culture, and perspective of its members.

Lola Okunola: [00:02:50] That is wonderful. Wow. So for our listeners that don’t know what a montessori school really does, tell us. Give us some background. Tell me, tell us, what is a montessori school exactly? Sure.

Elizabeth Lener: [00:03:05] Well, Montessori has been around for over 100 years. It’s an educational method developed initially by Maria montessori in the late 1920s. And as its success grew and was documented and shared, the Montessori method soon spread all over the world and continues to thrive internationally. Maria montessori was a doctor and a scientist who understood that children contain within them the necessary tools for developing and learning, and that what was needed for this development was an environment designed to foster this growth. So this idea is really different from many schools where you feel like where the teacher is giving the knowledge. This philosophy has to do with the children having that knowledge and those abilities and skills within them, and the teacher helping them come out. So it’s really quite different. The environment that we have, it’s in classes is called the prepared environment, and it contains child centered and sized materials presented in an organized and esthetically pleasing and accessible manner. So now when you go into most preschool programs or elementary programs, the furniture is appropriately sized for children. This was not the case in the early 1900s, so even the idea of having chairs and tables that fit the kids and materials that they could work with, with their own hands that were designed for them, was a new idea. Our teachers received specific training on how to guide students in the use of these materials, and the materials are presented in a sequential way in order to build their skills, interest, and understanding.

Elizabeth Lener: [00:04:37] Once a student gets trained on a material, they’re able to choose it during our work period time, which can be from 2 to 3 hours. So when you think about that, thinking about children as young as three, four, five, having several hours where they can choose materials, sometimes the kids will focus on something for ten minutes. Sometimes they’ll focus on it for an hour. So not only are we building the skills, we’re also building the focus. And many of these materials draw from several disciplines at once. As they get older, they’re able to, you know, work for increasingly long periods of time. Another really interesting aspect of Montessori is that the students learn in Multi-age classrooms. So you have students that are age four, five and six in the same classroom, for example, so that the older ones can teach the younger ones. And it turns out that children really enjoy learning from peers, sometimes even more than they enjoy learning from adults. So it works out both ways. So our school actually goes all the way up through eighth grade. And so. Um, the children. Many of the children stay for the whole time. Some children come, you know, midway through the program.

Elizabeth Lener: [00:05:47] But when they stay in a class for three years, not only are they having strong bonds with their classmates, but they’re also getting that strong relationship with their teachers. And in addition to the work in the class, they’re doing PE classes and art and music. So they’re out and about. Our seventh and eighth grade program is really a transition from Montessori into their next school post. Post Springmont. A lot of our students will go to other independent schools, maybe more traditional schools, Catholic schools and public schools. So the seventh and eighth grade program is really a bridge for them, where students can study algebra, geometry, biology, physical science, and even Latin. One thing that we always hear about our graduates is how well equipped they are to handle all the different kinds of school environments they go to, and the extent to which, and this is true of Montessori students, that they’re regarded as students who really know themselves. They can self advocate, problem solve, and they engage in learning for learning sake, not for the grade. And beyond high school, our graduates are artists, doctors, engineers, scientists, authors, many of whom come back to springmont when it’s time for their own children to go to school. So that’s really a special time for us when we have alumni come back and their parents and grandparents. It’s exciting. Yes.

Lola Okunola: [00:07:06] Wow, that’s really wonderful. So Springmont was founded in 1963. Right? Yeah. Tell tell us a little bit more about that. Sure.

Elizabeth Lener: [00:07:14] So in 1963, a small group of parents were looking for a school and looking for a developmental approach that really, you know, honored where children were at at young ages. And someone in the group had heard about Montessori. There was no other Montessori school in the southeast part of the United States to go look at. So they went overseas and went looking there and liked what they saw and decided to have that be. The philosophy that guided Springmont and Springmont was first known as the first Montessori school of Atlanta, very appropriately. And they sent an educator. There weren’t any educators here who knew Montessori, right? So we had to send someone over. And the training is not a two month process. It’s a several year long process. So they really dedicate it was a long term, you know, look into that and send someone over to get trained. And so we started in the basement of Pace Academy and only had, I think, eight students as we started. But then, you know, shortly thereafter, I think we were up to 30 or 40, right? In that first year. We came to the Long Island Drive campus in 1973. And as I said, it’s a seven acre campus where we have several buildings and space for outdoor activities as well as our farm animals.

Elizabeth Lener: [00:08:35] So it’s a really special place, sort of nestled in Sandy Springs. We changed our name to Springmont in 2012 to honor Sandy Springs as well as the Montessori. Right. So that’s become our new name, and we’re accredited by the Association of Montessori International, which holds schools to the highest standards of instruction, including a requirement that all of our lead teachers must be Army trained and certified. So lots of schools can call themselves Montessori, and they might use some of the approaches or some of the materials. But a school like Springmont follows all of that. All of the rigor and all of the procedures and processes that have been studied and borne out by research. That’s one of the things that’s excited about being in Montessori education is over the years, there’s more brain research has happened and child development research has happened. The things that she knew to be true by studying children in their environment have been backed up by research. So it’s really kind of exciting to know, like what we knew to be true. Science is also showing. Data is also showing, you know, with all the advanced techniques that are out there now, why it works.

Lola Okunola: [00:09:47] That’s great. Well, congratulations to you guys to Springmont for taking that initiative 60 years ago. Yeah. You know, to to do something like this and you’re reaping the rewards. It’s it’s really remarkable.

Elizabeth Lener: [00:10:01] Yeah. It is really exciting when you have alumni come back and especially like I said, when they bring their own kids, we have alumni that serve on our board. Yeah. And they talk about what it meant for them to be at Springmont and why they come back and why they continue to serve. And it really is. I mean, Springmont is the kind of school that’s a community that you join, right? Right. It’s not just I dropped my kid off and pick them up. At the end of the day, it’s not like that kind of transaction. It’s you join with another group of parents who are all trying to figure out things together at the same time. We have we have counselor coffee talks. We have lots of parent education. And what we’re really seeking to do is the Montessori method works best when parents are fully engaged and things at home mirror what’s happening at school. So we do spend a lot of time inviting. Parents are invited to come in. They spend hours coming to observe their children. We do also zoom observations so they can sort of see the classroom without the impact of them actually being there, because sometimes your child will act different if you’re in the room, right? Right. So we do observations by zoom so that parents can see they can come in and volunteer in all sorts of ways to do the parent education. We have all sorts of events. So it’s really like a community that you join. And the longer you stay, the more you reap the benefits from it.

Lola Okunola: [00:11:17] So that’s awesome. So for our listeners today that are interested in enrolling their children at Springmont or their grandchildren or just to learn more, sure. Tell us, how do they do that?

Elizabeth Lener: [00:11:30] Sure. Well, we invite anyone to come check out our website at springmont.com and all the information is there. But the basic process is we want you to come in and see the school. So we offer tours for our mission. Person offers tours so you can come in and see it, because I think you really have to see it to understand it, unless you’re very familiar with Montessori. But even so, like spring wants its own place, so you want to come and see it because it’s hard to put into words. You really need to see it in action. So I think it starts with the tours and coming and asking. Questions. We sometimes will have parents and teachers available for the tours too. So you can really get your questions answered. And sometimes even our kids join in and answer questions. I think they’re the best spokespeople for Springmont. But so that’s kind of where it starts is checking us out on the website, coming for a tour. We have an application process. Those are available now. Applications are due February 1st. And as I said, we serve children starting at 18 months through eighth grade. But you are welcome to come on the early side. If you’re someone that likes to look ahead and your child isn’t at 18 months yet and you just sort of want to see. That’s a really good idea to start shopping around early because you want to you want to know what’s out there, and you want to have that in place that always makes you feel a lot better where you know where your child’s going. So we often will have children that are on the wait list that as they age into the program, they’re going to start, right?

Lola Okunola: [00:12:57] Yeah. Wow. Well, now, as we know, it takes a lot to keep a school running. Yeah. So how other than enrolling your children, how can our listeners support Springmont school? Karen. Yeah, that’s my my Lane. We are always looking to partner with businesses and anybody who wants to lend their support to Springmont. And there are several ways to do that. Of course, you can always make a donation to our Springmont fund. That’s our annual giving fund. You know, we just passed Giving Tuesday and there was an opportunity for everybody to give to every charity. Springmont is a 501 C, three certified charitable organization in the state of Georgia. And so people can give and look for those tax deductions later. And we take gifts of cash check credit card, one time gifts, reoccurring gifts. We take matching corporate gifts. And we’re really open to conversations about matching corporate gifts. If there’s an organization, a business that would like to match our donors, we also take gifts of grants. Of course, grant funding. We love that. Or gifts of stock. Any of those things are accepted and all are encouraged. The other opportunity, and that’s just one way to give to our Springmont fund two other really big opportunities. One is apogee. A lot of people are not familiar with Apigee, but they may have heard of it called the Georgia State Scholarship Program. Basically, you can redirect your tax dollars so that you’re not paying for the potholes on the highway. Instead, you are paying for a young person to go to school. This is a scholarship where you can afford a family and a child educational choice. Montessori does not have to be out of reach for anybody and it’s all on us. And when I say redirect your tax dollars, individuals can do up to $1,200 or I’m sorry, up to $2,500. Couples 5000 and businesses can do 75% of their tax liability. Wow. Right. This is incredible. Wow. We need our we need our business owners to to understand that they can this listen. Yes.

Elizabeth Lener: [00:15:12] And this is money you’re giving anyway, right? Right. You’re just changing.

Lola Okunola: [00:15:16] You are just changing. Instead of your instead of paying for the pothole, you are truly paying for young people to get a quality education. Now tell us a little bit more. When do these do businesses need to to do this? Do they go to their accountant? Do they do this at tax when they’re filing their taxes. Like give us a little bit more? Yeah. Thank you so much for asking. So there are a couple of things that you need to know about this program. Applications are being accepted right now and the deadline is December 15th. The state has allocated $1.5 million towards educational choice. And in order for your tax dollars basically to be in that bucket, you apply today or before December 15th, okay. And in January the state will respond to you. Yes, you have been approved. And you can you can allocate whatever percentage of your tax liability for educational choice and enjoy that tax credit in 2025. This is the law. And once you’re in you’re in. It’s it’s good and you reap the benefit over and over and over again. This is a win win situation for everybody, for the business owner, for the young person and for society in general. Right, right. Right. There is there is no loss here. And like you said, this is money you would have spent already, right? Right. Our governor is coming to collect.

Elizabeth Lener: [00:16:43] Wow. I mean, and that money makes a huge difference at a small school like Springmont. I mean, that’s that’s somebody else who can go to school, right? Every time somebody donates. Yes, you can put that money for financial aid. It’s awesome.

Lola Okunola: [00:16:54] So I’m always singing this song. You hear me say this all the time. Apogee, apogee, apogee. Redirect your tax dollars so that a young person can go to school. One last. It’s the opportunity to support Springmont. And this is a huge one because sometimes people just don’t have the funds, but there are other things they want to do or can do, but they just need to be a little creative. As you heard Elizabeth say, we are celebrating 60 years. Yes, yes, that’s a huge deal. Yes. So for our 60th anniversary, Golden Jubilee, it is our Diamond Jubilee. Your time. Oh my goodness. Diamonds. Yes, yes. So for our Diamond Jubilee, we are having our anniversary auction in April. You can’t have an auction without goods. So if there are businesses out there that want to provide us something to two for the auction, you know, a hotel that wants to give us a weekend stay, a restaurant that wants to give us a gift card for dinner for two, you know, another restaurant that wants to provide meals for a week, a chef who wants to do a private dinner, a nail salon. You want to give me a gift certificate? Whatever it is, I’m open to it.

Lola Okunola: [00:18:08] We can put together packages. I’m trying to procure auction items today. So. Okay, hit us up springmont.com. Or you can email me directly at development@springmont.com. And of course there are sponsorship opportunities. Sponsorship opportunities as little as $1,000 with marketing benefits okay. Up to 15,000 if your pockets can stand it and you feel like this is a cause you really want to get behind, there are plenty of rewards on the on the flip side of that, but I have sponsorship opportunities from beginning to end. Wow wow, this sounds so exciting! Thank you so much for sharing all this information. Thank you for having us. This has been incredible and I am I’m really excited to be a part of the Sandy Springs community and really reach out to the business owners here, because I do feel like there are there are so many opportunities for us to work together for the good of our young people. Absolutely, absolutely. Thank you, thank you. This wraps up another episode of the Chamber Spotlight podcast, sponsored by Southern Live Oak Wellness. A big thank you to our guest, Elizabeth Leonard.

Elizabeth Lener: [00:19:20] Thanks for having us.

Lola Okunola: [00:19:21] And Karen Poyser.

Karen Poyser: [00:19:22] Yes, it’s been a pleasure.

Lola Okunola: [00:19:23] And to our listeners, thank you for tuning in. Don’t forget to subscribe for more insightful conversations about our communities, movers and shakers. Until next time, stay well.

 

Tagged With: Springmont School

The Wrap Podcast | Episode 066 | Managing Unpredictability in the Real Estate Industry | Warren Averett

November 29, 2023 by angishields

The Wrap
The Wrap
The Wrap Podcast | Episode 066 | Managing Unpredictability in the Real Estate Industry | Warren Averett
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Real estate managers and developers have many concerns heading in to 2024, from rising interest rates and banking liquidity issues to uncertainties in federal legislation regarding tax cuts and allowances.

In this episode of The Wrap, Cristy Andrews, CPA, CGMA, leader of the firm’s Real Estate Practice Group, and David Borsos, Vice President of Capital Markets with the National Multifamily Housing Council (NMHC), join hosts Paul Perry, FHFMA, CISM, CITP, CPA, CDPSE and Derek Johnson to discuss the current state of the real estate industry and opportunities for property owners, managers and developers.

In this Episode, you’ll hear:

  • About the challenges in real estate capital markets due to rising interest rates, housing shortages and decreased banking liquidity
  • Information about the shifts coming in 2024 to the Tax Cut and Jobs Act regarding bonus depreciation allowances
  • How remote and hybrid work are leading to shifts in property management
  • Ways technology can provide solutions for the real estate industry to centralize data, combat labor shortages and avoid fraudulent resident screenings
  • Strategies to control real estate management budgets while property tax assessments and insurance costs rise at historic rates

Resources for additional information:

  • Blog: FAQs about 1031 (Like-Kind) Exchanges by Real Estate Investors
  • Blog: 6 Tax Planning Items Every Business Should Consider in Year-End Tax Planning
  • Blog: The Real Estate Professional Tax Status: Do You Qualify?
  • Blog: Inflation Reduction Act Upgrades the Section 179D Tax Deduction (11.2022)
  • Blog: The Principles of Proactive Tax Planning [Five Considerations for Business Owners]
TRANSCRIPT

Commentators (0:02): You’re listening to The Wrap, a Warren Averett podcast for businesses designed to help you access vital business information and trends when you need it. So, you can listen, learn and then get on with your day. Now, let’s get down to business.

Paul Perry (0:20): Hello, everybody, and welcome to another episode of The Wrap podcast. I look forward to having this discussion with you today. This is episode 66. We are talking to some of our experts, both internal and external, as it relates to the real estate industry. We’re happy to have them with us today, but also with me is one of my co-hosts: Derek Johnson. Derek, a pleasure to have you back, sir. Thanks for being with us.

Derek Johnson (0:41): Paul, the pleasure is all mine. I appreciate you having me back again. It’s immediate gratification when I get the invite to come back because it means I didn’t mess it up too bad the last time.

Paul Perry (0:52): You did a great job there. We’re glad to have you. So, who do we have with us today? We’re talking about real estate.

Derek Johnson (0:57): As excited as I am to be here, it’s because we have our own personal firm expert and fan favorite Cristy Andrews with us. We also have a very special guest in Dave Borsos. He is with the National Multifamily Housing Council. I’ll let them share a little bit more with you about their proficiencies and expertise.

Cristy Andrews (1:19): Well, thank you, Derek and Paul for having us. I’m Cristy Andrews. I lead Warren Averett’s Real Estate Industry Group. I have been hearing lots of concerns from clients, and I’ve had multiple conversations with Dave Borsos. So, we thought we would have him come on and talk to you a little bit more about the capital markets.

Dave Borsos (1:44): I appreciate the opportunity to spend some time with all of you. As Cristy has mentioned, she and I have spoken quite a bit over the last couple of months about what’s going on in the multifamily industry. So, I look forward to sharing a little bit of what’s going on at NMHC, or National Multifamily Housing Council. We are a federal-facing advocacy firm for the apartment industry. We typically represent more of the larger owners, operators, developers and managers, as well as people who finance the properties throughout the country, and any of the issues both from a legislative perspective or a regulatory perspective that may be impacting the industry.

My own specific responsibilities at NMHC are that I cover anything related to capital markets. So, whether it’s debt access or equity, and putting those together to finance a property. If there’s any regulatory or legislative issues that are impacting those issues, then I get involved. One other vertical I’m also responsible for—and those who have kids either going to college or in college—is purpose-built student housing. I get to spend some time advocating for that sector—as well with somebody who currently as a kid at Clemson University—understand what the ins and outs are of that with personal experience. So, look forward to the conversation with all of you.

Paul Perry (3:09): We’re happy to have both of you with us today. For our listeners, you’re going to get a little bit of both outside the industry and the accounting industry and the accounting aspect of the real estate industry. So, this is going to be a good discussion day, but let’s start it off with what Cristy mentioned. Give us that overall status, if you will, of the capital markets and everything that’s related to that as of today. We do need to say that we are recording this as of November 7, should anything be different once this gets released. I just want everybody to have a timeframe of when we’re talking about this.

Dave Borsos (3:41): The specific date is actually very interesting, given the challenges in the capital markets right now. Liquidity is certainly a challenge, right? Every one of us has seen the continued rising interest rates, which has had a dramatic impact on overall liquidity and has also actually ground to a halt some of the other typical activities you see in the capital markets. Be it transactional, right? If you look at a lot of the large brokerage firms are reporting—not just a little double-digit decrease—but dramatic double-digit decrease in their total sales volume for this year. A lot of that is dependent on where interest rates have gone.

You know, I went back and looked at the 10-year, and the reason I look at the 10-year is because oftentimes, the frequency of pricing debt for multifamily is from the 10-year treasury. There’s a lot of others, but that’s probably the most common one. Rolling back to sometime in August, we were at about 3.98 percent. So, we were under 4 percent. Then over the last 60 days, it went as high as 5 percent. It’s now back down to in the 4.60s, and it will be something different tomorrow as you talk about wanting to pick a particular date. That volatility is really a big hinderance for people looking to access debt, and it’s causing a lot of confusion in the marketplace. It’s causing a lot of people to step to the side and say, “I’m just going to wait this out. When is the Fed going to be done? What’s the impact on long term interest rates? How can I actually finance a property if I need to do that?”

It’s really causing a lot of concern. One of the other things is, you know, we need more housing. You look at increase in housing costs. It’s not just because of inflation, it’s from overall demand. One of the problems is when people stop building—which is what’s happening right now because of interest rate levels, volatility in the markets, etc.— it takes about two years, right? Getting something ready to go takes about two years. Well, two years from now, if construction is way down because of all the things we just talked about, a housing problem is just going to get exacerbated. So, we may have a lot of deliveries coming in 2024.

But we can have this conversation two years from now, and I think we’re going to be seeing a significant decrease in the number of apartments being developed, which certainly is going to be a negative impact to the housing costs and market.

Derek Johnson (6:04): Cristy, maybe you can help us out here. But how are these challenges and these opportunities going to be impacting things for our clients and for whom you know in the industry?

Cristy Andrews (6:16): Well, I know a lot of my clients are just really concerned with some of the banking issues, liquidity, and the fact that they are having a hard time with getting financing. Then, once they can, just with the interest rates being so high, they don’t want to get locked in on a high interest rate and not being able to really fund the deals and make them work from a financial standpoint. So, I think there’s just a lot of uncertainty and concern approaching this in 2024, and what’s going to happen from a tax standpoint, which is some of the expiring aspects of the Tax Cuts and Jobs Act along with the interest rates and liquidity. All of it is causing a lot of concern and nervousness, honestly.

Dave Borsos (7:11): Yeah. So, along the lines of bank liquidity, I think it’s a great question, Derek. Roll back to the beginning of this year where we had a couple of bank failures. You know, some of those were caused by nothing other than the rise in the interest rate, what the banks had on their balance sheet and how they managed that risk profile. The second part of that is: we all might be sitting in an office right now, but a lot of people are not. If you look at the vacancy rates in office buildings where banks have been a big provider of finance for that sector, there’s a lot of disruption going on. A lot of offices that are really struggling to try and maintain any level of occupancy in their buildings, and a lot of people are taking a hybrid approach back to work where they may be downsizing in the number of seats that they want to do, you know, take on an expiring lease.

So, there’s going to be a lot of disruption in that office sector, which is going to have a negative impact on banks as they pull back overall and say, “How much capital do I need? What are the losses that I may experience?” They’re looking at that aspect of it. Then secondly, as again I talked about, I focus on the regulatory side. I spend a lot of time with bank regulators, as well, and there’s been a couple of things that they’ve been working on that are going to put pressure on the total amount of capital that banks must hold—partially because of some of these bank failures that we saw in the beginning of the year. By the way, interest rates are high.

Where those banks got into trouble earlier this year, besides their commercial real estate portfolios, they weren’t paying us anything to put our money in a bank, right? And suddenly, interest rates started going up, and people said, “I can go make a return on going to buy treasury.” So, suddenly, banks have gotten more expensive in terms of how they fund their loans. This has also caused a pullback for them as well. So, there’s a whole bunch of things that are unfortunately coming to a head at the same time from the banking sector that are really constraining the availability.

You know, we have some nationally based very, very large owners who go to access debt when they’re going to go construct or finance something. And historically, because they’re great owners, they have a great portfolio and had historically performed very well—they used to say, “Oh, I’ve got 20 banks lined up or 25 banks lined up.” Now even those guys are saying, “Yeah, there’s maybe only four or five banks.” While it’s great that they’ve got a couple, it still is a very constrained market. Overall, that liquidity is a challenge.

The one group that’s providing liquidity happens to be Freddie Mac and Fannie Mae. I also cover their regulator. However, just talking about the overall size of the market. Each year, their regulator puts in place a cap. How many loans can they buy? Each one of them has $75 billion dollars’ worth of total capacity that they can purchase loans in the open marketplace. Given the decreasing amount of REFIS that are going and the decrease in the number of transactions that are going on—I will give you Fannie Mae’s end of third quarter was only at $42 billion out of $75 billion. Fourth quarter is not going to be all that big.

What you’re going to see is even Fannie Mae and Freddie Mac are providers of liquidity. They are going to see dramatic decreases and not even getting close to meeting their cap. So, just to give you a sense that it’s overall. The market is super nervous and very much constrained in terms of what their outlooks are right now.

Cristy Andrews (10:53): Dave, I guess the real estate industry—they’re not taking the opportunity from Freddie Mae and Freddie Mac. Just from the standpoint of interest rates, they don’t want to lock themselves in. So, they’re just waiting and they’re not at capacity, just from the standpoint that nobody’s willing to take the risk right now.

Dave Borsos (11:15): Yeah, so there’s a couple of different things that are going on. In terms of if I’m an owner and I have a long-term loan, and it’s not maturing anytime soon, I don’t really have a lot of incentive to do anything with that. I don’t want to REFI it, and I probably don’t want to sell it because interest rates are super high. It’s going to depress the price in which I could probably sell that out. You have a lot of people who are just operating their properties.

On the other hand, there are some people that have loans maturing. There are some floating rate loans that either have their caps or their floating rate loan is expiring. So, what are they doing if they’re forced to go to the debt markets? So, what’s happening? If you look at it, a lot of people are doing short-term loans.

Fannie Mae and Freddie Mac have been doing a lot of five-year loans. Even though I talked about earlier that we were going to oftentimes do 10-year loans, a lot of people are doing five-year loans. The reason they’re doing those is because it’s almost like getting a floating rate loan without having to buy a cap, which is exceedingly expensive right now.

So, when you take a floating rate and look at where the 10-year treasury or where SOFR is, and you add a spread. Then, you must add a cap. If you’re going to borrow on a floating rate basis with a cap on it, you’re probably paying somewhere at 9%, maybe even up as much as 10%. Whereas if you did that with a five-year, and you can refinance earlier out of that? You’re going to save some money. You’re seeing some people take advantage of the ability to do shorter term loans, because they are worried about what you said: I don’t want to lock up 10-year money at 8%. I don’t want to do that. What can I do to make it less costly to reposition myself, when I think interest rates may come down on the future?

Paul Perry (13:04): That’s a really good question, Cristy, and a great answer there. Dave, thank you very much for that. Dave, when you start talking about liquidity issues… Cristy, I want to go to you, because when he says liquidity issues, business owner clients are sitting there going: “Well, there’s going to be some more expense on my books this year, right?” That always fits, right? So, if we’re looking at the financial statements of a real estate industry client, what are some of those other expenses that they’re probably going to have this year that maybe they didn’t have last year or are higher this year? Can you speak to that a little bit?

Cristy Andrews (13:41): Yeah, so right now, our clients are dealing with increased property tax assessments. You know, with the increase in values, those assessments are just through the roof. Also, insurance costs—those have gone up exponentially. I don’t think I’ve talked to a client in the last several months who hasn’t complained about insurance and really are just trying to figure out a way that they can minimize that cost. They’re looking at reevaluating their coverage and really trying to price that out. They’re trying to do anything they can do to control those fixed costs that really have just gone through the roof. Dave, I know that you all have seen that as well. A couple of months ago with the annual meeting, I know a lot of your customers were complaining about that. That was one of the hot topics at the conference: insurance cost and property tax assessments.

Dave Borsos (14:47): Yeah, so with insurance, the heat has not turned down. It continues to be a major problem. In fact, there was a hearing here in Congress last week that we submitted a comment letter raising those concerns that you’d mentioned. Clearly, if you’re in areas such as Florida, Louisiana and California, that have experienced climate issues, your property insurance has gone through the roof. That has clearly been a big concern. Sometimes you can’t even get access to it. So, we did a study earlier this year, and we also made recommendations. I think that historically, you just called your broker up and said, “Hey, you know, I’d like to renew my insurance.” If people are owners out there that are seeing these big increases, take a look at your properties and take a look at if the insurer understands what you may have done to your own property to make it more resilient. That may be a way to drive down some of those increases that people are seeing. But it still is a concern. If you look at last year, Florida experienced some pretty bad weather events. There were several insurers that either withdrew from the state or they went bankrupt, so it continues to be a major issue and a big focus for us. We even are hearing from some of the regulatory agencies that they’re trying to figure out what they should be doing as well.

Commentators (16:25): Want to receive a monthly newsletter with Wrap topics, then head on over to https://warrenaverett.com/thewrap and subscribe to our email list to have it delivered right to your inbox. Now, back to the show.

Derek Johnson (16:38): So, if we’re talking about finances, let’s go to one of the favorite topics people want to talk about beyond that: taxes. It’s exciting. It’s fun. But we’ve got all of these things coming up, right? We have the Tax Act expiring in 2025. We’ve got the deal with the bonus depreciation happening. By no means am I a pundit, but you guys are. So, share with us your thoughts around some of these taxes that you’re seeing out there now. What’s going to be happening?

Cristy Andrews (17:10): Well, you know, one of the great things about the Tax Cuts and Jobs Act is that it really allowed for 100% bonus depreciation on a lot of lesser-live assets. In the real estate industry, there was a lot of assets that could take advantage of this. You know, for instance: land improvements, personal property, for multi-family appliances and those type things. Real estate owners and developers really have been able to benefit from that. Well, starting in 2024, that is going to start reducing 20% per year until it expires. Dave, back in September at the annual meeting, there were many members of the Ways and Means Committee from Congress there. They spoke about some upcoming extensions of this, one of which was the bonus depreciation which really made everybody excited. Everybody loves an extension of a tax break. But as time goes on and fighting continues in Congress, I’m not so sure that we can predict whether that will get extended in 2023 as we hoped. I don’t know if y’all have heard any different.

Dave Borsos (18:33): I think it’d be hard to ignore the fact that the House took a while to get a new speaker. The current extension for the budget expires in 10 days. So, there’s a lot on their plate to get through the appropriations process to say, “We’re going to fund the government.” It’s got to be the major focus, right? Then, you hit if they can get that done, they’ll do another continuing resolution to kick it down the road. Then, you start to run into Thanksgiving.

You’ve got other things where Congress gets diverted in terms of where they’re going. The question is: can they pass anything from a tax perspective before the end of the year? It’s probably going to be more of a challenge this year than in other years because of this disruption that’s going on. The question would be: are people willing to sign on to something that’s an extension? I’d love to give better news, but this one’s a little bit up in the air on whether it’s going to get done or not. Even though 2025 seems like a long way off, I sometimes think of Congress as a bad student who doesn’t study for the final until two days before the final. Then, they really kick in and that’s a little bit like that.

This major Tax Act is expiring at the end of 2025. They’re probably going to wait a long time. But the other thing that interferes with that is we have a presidential election next year. The Senate has a good chance of flipping in the Republican direction, and the House has a good chance of flipping Democratic. Then what happens, right? And who knows who is going to be in the White House?

There’s a lot of unknowns that cloud the forward direction of what’s going to happen, but it’s something that is going to be meaningful. There are a lot of things that happen in that Tax Cuts and Jobs Act that were beneficial, that we fought to get included in there or to get excluded that were beneficial to the real estate industry. So, it’s something we’re monitoring very closely. It’s something that if I were to tell you to look at and to have your clients watching, you need to be prepared. You know, if things don’t go our way, what are we going to do to anticipate the impact?

Cristy Andrews (20:58): That’s a good point. Back in September, both sides of the aisle were promising to work together and compromise. We’re very hopeful. I think we can continue to hold on for hope. But I think that our clients and real estate developers out there need to be prepared for the anticipation that they may lose a portion of that deduction this year.

Paul Perry (21:26): Interesting information, and helpful for the folks listening in. You know, one of the things all industries mention is technology and its impact on that industry. It’s different for everybody, right? Manufacturing, governmental… Some are lagging in adoption, and some are trying to be trailblazers. Where does the real estate industry fall as it relates to using technology to drive solutions to some of these problems we’ve talked about? Is there something to speak on there?

Dave Borsos (21:59): Well, I would actually hope that some of your clients took the opportunity to visit with us at our OPTECH conference last week in Las Vegas. We had over 3,000 people there, so by far our largest attendance ever. Exactly, Paul, what you just mentioned. There’s a lot of technology-driven solutions that are out there. Some of them resident-focused, some of them are owner-focused and management-focused. There’s a lot of activity going on.

One of the things that I would walk away from are centralizations. They’re a big deal for those who own multiple properties and bigger property owners. They’re looking at: how do I centralize all of my operations and not have overlaps? The ability to address labor shortages: it’s anything from do you have an onsite manager or is everything a virtual tour to how do I find maintenance people for my properties?

There are people that are providing solutions for those types of things. Then, the screening process for inbound residents is also something where—on one side—there’s a lot of issues that are getting created with fraud. I’m sure some of your clients are experiencing fraudulent applications. People can buy paychecks and W-2s off the internet. They all look very good, but they don’t have an intent of paying for any of their time in a unit that they then may be difficult to evict from.

I have two things where people commented there that 65% of their applications were fraudulent. There are people looking to provide those solutions as well. So, on the resident-centric side, there are people providing positive rent payment reporting. They are looking at splitting payments across a month if their clients are looking at that. There’s a lot that is going on.

There are technology-driven solutions for a lot of things that we do from A to Z, as it relates to everything that has to do with operating and managing a property.

Derek Johnson (24:18): There’s a lot of good information there, and definitely things to consider. As we look forward, what are some challenges or opportunities on the overall business strategy?

Dave Borsos (24:31): So, there’s a couple of things. I mentioned before about people having floating rate loans that mature. I think there are potential opportunities to the degree that some of the clients are good operators and they have access to capital. You may have some people who bought at the peak of the market in 2021 when the floating rate interest rates were basically zero and they bought them at a floating rate. They said, “Hey, this is great.” All of a sudden, they realize: I don’t really know how to manage a property and my interest costs are gone through the roof. They may be selling their properties in a stress situation.

Now, having said that, there’s a lot of other people chasing this kind as well, but it may create an opportunity if you know somebody off market or whatever else. I would encourage people to look at that and make sure that they are looking at those types of things. On the same note, from a purely strategy perspective, one of the mantras that came out in September is that there are people talking about surviving until 2025. The idea there is they think interest rates are going to be high. In 2024, you’re still going to see some stress and disruption in the market, but things will get better in 2025.

I can’t tell you whether they’re going to get better or not. They may. Look, we’re all going to be optimistic about it. I think people are still going to hunker down a little bit in 2024. We’ll see what happens. The one other aspect of it, which may help a little bit even though rates may be higher…last summer, when the Fed did their first pause, a lot of my finance members saw a significant increase in interest of people buying and selling properties. Part of the reason was because the 10-year was really flat and didn’t have a lot of volatility. We could take the volatility out of the 10-year. If the Fed finally says, “We’re done,” maybe that long end of the curve stays a little bit more consistent.

You may see some of the market movement with new pricing, new records. They’re going to recognize the fact that we’re not going back to a two percent 10-year loan. It’s going to be higher, and we’re just going to figure out how to make it work. Those are the things that if I were in the market and operating, I’d keep my eye on.

Cristy Andrews (27:02): I just would piggyback what Dave said: I think for many that do have access to equity, there’ll be some good opportunities. I think for others, they will hunker down and they will focus a little bit more on the cost they can control, on budgeting and those types of things. We’ll hang in there until interest rates come back down. You know, the market shifts, as it always does; it’s cyclical.

Paul Perry (27:30): Here on The Wrap, we’d like to wrap it up in 60 seconds or less: What is the one thing you want the listeners to know or to leave with? It may be something you’ve already said or it may be something we haven’t talked about yet. But what is that wrap up? Cristy, we’ll start with you.

Cristy Andrews (27:46): The wrap up would be to watch the market, stay in close contact with your advisors and hold on until 2025.

Dave Borsos (28:00): I’m going to put that plug in to survive until 2025. But the one other thing—again, I don’t know from your listeners who is a member of NMHC to the degree that you are—but we put out tremendous amount of research and information on advocacy. I’d mentioned earlier about insurance. We just put out papers on artificial intelligence, which certainly has the interest of Congress. They’re all scared about what does AI mean. I highly encourage you to stay informed.

You know, we put out a lot of great information to really keep people in touch with what’s going on in the marketplace. In addition, as soon as I hang up from this, you know, from a regulatory perspective, the Federal Home Loan Banks are getting some new guidance from the regulator that may be beneficial for finance. There’s a lot going on here in DC from a regulatory perspective that people should keep their ears and eyes open on.

Derek Johnson (29:04): That’s wonderful. Hey, listen, a heartfelt thank you to both of you, David and Cristy, for joining us. I certainly learned a lot and our listeners have a lot to take away and unpack. We very much appreciate your time. I know you’re both very busy with this. Thanks so much.

Dave Borsos (29:21): Appreciate it. Thank you.

Cristy Andrews (29:22): Thank you.

Commentators (29:24): And that’s a wrap. If you’re enjoying the podcast, please leave a review on your streaming platform. To check out more episodes, subscribe to the podcast series or make a suggestion of other topics you want to hear, visit us at https://warrenaverett.com/thewrap.

The Importance of Talent Development and Custom Solutions for Business Growth, with Lori Fancher, TrainingPros

November 27, 2023 by John Ray

Lori Fancher
North Fulton Business Radio
The Importance of Talent Development and Custom Solutions for Business Growth, with Lori Fancher, TrainingPros
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Lori Fancher

The Importance of Talent Development and Custom Solutions for Business Growth, with Lori Fancher, TrainingPros  (North Fulton Business Radio, Episode 721)

Lori Fancher, Relationship Manager with TrainingPros, joined host John Ray to discuss the significance of finding the right talent at the right time for businesses. Lori shared her passion for lifelong learning and human resource development, highlighting how they align with her current role at TrainingPros. She focused on the shifting landscape of the corporate world due to COVID-19 and the evolution of gig work as an accommodating solution. Lori outlined how TrainingPros helps leaders manage their project loads and how she has seen a rewarding transition of contract employees into permanent roles within companies.

The discussion also covered Lori’s award-winning project with Synovus Bank as well as an introduction to the Cana Foundation, a non-profit supporting leadership development and personal growth. They concluded by emphasizing the importance of flexibility, coherence with corporate goals, and how rigorous identification of the right talent forms the foundation of organizational success.

North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

TrainingPros

For more than 25 years, TrainingPros has served the training, eLearning, and technical writing communities by providing qualified learning and development (L&D) consultants to clients on a contract basis. In addition to staffing services, TrainingPros provides custom eLearning and instructor-led training development for companies through managed services.

The company has relationship managers in locations throughout the United States to serve both clients and consultants. TrainingPros is certified as a Women’s Business Enterprise by the Women’s Business Enterprise National Council.

When learning leaders have more projects than people, TrainingPros can provide the right L&D consultants to start their projects with confidence.

Company website | LinkedIn | Facebook | YouTube

Lori Fancher, PhD, Relationship Manager, TrainingPros

Lori Fancher, PhD, Relationship Manager, TrainingPros

Lori Fancher, PhD, is a relationship manager at TrainingPros, Lori guides talent development consultants, leaders and executives in the selection and placement of expert contract-based staff to realize strategic business results. Her background working with operations and human resources leaders spans multiple industries, including health care, insurance, retail, transportation, and banking. Having been a client of TrainingPros in the past, Lori is well acquainted with the firm and its mission.

Bringing over 18 years of experience as a consultant and a leader in the enterprise learning and design industry, Lori has advised clients in achieving strategic imperatives by maximizing capabilities and improving the performance of large companies. She also has a combined 10 years of business research and consulting experience in talent and organization development (OD), HR metrics and strategy, internal capabilities and organizational culture.

Lori earned a bachelor’s and a master’s degree, and holds a doctorate, in human resource development and OD from Georgia State University. She is a member of the Association for Talent Development, is certified in CCI DISC and Uniquely You from Arrow Coaching+ (formally Christian Coaching Institute) and is a Hogan Leadership Coach by Hogan Assessment Systems.

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Questions and Topics in this Interview:

  • 01:19 Guest Introduction: Lori Fancher from TrainingPros
  • 01:50 Lori’s Passion for Human Resource Development
  • 03:34 The Role of Learning in Organizational Development
  • 04:36 Lori’s Journey to TrainingPros
  • 06:02 Understanding the Role of a Relationship Manager
  • 08:01 Trends in Talent Development and the Impact of COVID-19
  • 11:16 The Rise of Gig Workers and Advice for New Gig Workers
  • 14:50 Understanding the Business of Contracting
  • 15:34 The Importance of Marketing and Branding Yourself
  • 15:48 The Role of TrainingPros in Your Business
  • 16:11 Addressing the Challenges of Leadership Development
  • 17:05 The Art and Science Behind Successful Training
  • 17:27 The Role of TrainingPros in Project Prioritization
  • 18:11 The Impact of TrainingPros on Organizational Transformation
  • 18:30 Celebrating Success: The Synovus Project
  • 20:44 The Cana Foundation: A Nonprofit Initiative
  • 23:57 The Success Stories of TrainingPros
  • 26:14 The Versatility of TrainingPros Across Industries

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

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

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TRANSCRIPT

[00:00:00] From the business radio X studio inside Renasant bank, the bank that specializes in understanding you it’s time for north Fulton business radio.
[00:00:17] John Ray: Hello again everyone. And welcome to another edition of North Fulton Business Radio. I’m John Ray and folks, we are broadcasting from inside Renasant bank in beautiful Alpharetta. And if you’re looking for a bank that’s big enough to handle pretty much any need you can throw at them. But they’re small enough to deliver their services in a personal way on, and I know this myself because I work with them. Renasant bank is your choice. At least I think, and again, know this personally. Here’s what I would tell you about them. And maybe the way to test, go to Renasant bank.com.
[00:00:55] John Ray: Find one of their local offices and give them a call. See if a live person answers the phone. They will. And imagine that for a, in the banking world today, that’s just the way they do their business. And it’s indicative of wait, what happens if you become a Renasant customer.
[00:01:13] John Ray: Renasant bank, understanding you, member FDIC.
[00:01:19] John Ray: And now want to welcome Lori Fancher. Lori is a relationship manager with TrainingPros. Lori, welcome.
[00:01:25] Lori Fancher: Thank you so much. I really appreciate it.
[00:01:27] John Ray: Yeah. Delighted to have you here. Let’s talk about you and your work, how’re you serving folks out there.
[00:01:33] Lori Fancher: Yeah. So I’m helping people find the right talent at the right time to get their training projects done.
[00:01:40] John Ray: Oh, nobody needs that these days.
[00:01:41] John Ray: Right? Everybody needs that. Okay. This is a timely interview. Glad to have you here. Let’s talk about your journey and what makes you passionate about human resource development, organizational development. Whatever you want to call it. That’s your world. What makes you passionate about that work?
[00:02:05] Lori Fancher: Sure.
[00:02:05] Lori Fancher: So I’m a lifelong learner. I’m an achiever too. And I’m a connector according to StrengthsFinder. Anyway. And so it lines up perfectly with where I am today. The journey for me started out with, I got involved a little bit in corporate and having an opportunity to train others. And my love of learning led me to pursue how to do that better and how to help learners learn what they need to do to be successful on the job. And at throughout that journey. What I realized is that. Sometimes training.
[00:02:37] Lori Fancher: Isn’t the answer. And if training is not the answer, then what. Can be the answer. And what role does organization two organizations play? And helping people learn and grow. So that led me down the path of pursuing my education and human resource development, which is really focused on organizational development. Training and learning and career development. That’s how we get our people.
[00:03:05] Lori Fancher: That’s how we keep our people.
[00:03:06] John Ray: Yeah, for sure. I want to come back to what you said about training there in a minute, but you’ve got a PhD in human resource development and organizational development now. My bride is a. PhD and I know what it takes to get a PhD in any. Discipline. So that reveals some passion that you have about your work. Talk about that passion.
[00:03:34] Lori Fancher: Yeah.
[00:03:34] Lori Fancher: So when you look at learning and you look at what help, what, how do we learn? We have to, we learn from our environment. We learn from other people that are modeled around us at work. We learn from our leaders. We learn from our colleagues. Exposure to resources, right? It’s very complex.
[00:03:49] Lori Fancher: The discipline itself has a lot of other disciplines involved in there. And so I pursued the PhD to be able to have credibility. And helping organizations at that highest level understand. If we want to create corporate learning. If we want to operate corporately corporate, it means. We are. Yeah. That’s many, that’s the collective operating as the individual. How do you take all these people? Learn differently and they pursue work differently. And get them to all align and operate corporately as an individual. And I loved that.
[00:04:27] Lori Fancher: So that’s why I pursued the PhD.
[00:04:31] John Ray: Wow. What. What a great testimony for that. You’re at TrainingPros. I don’t want to talk about your work with TrainingPros, but talk about your journey prior to TrainingPros. Yeah, I
[00:04:42] Lori Fancher: was the client. Okay. So I’ve been, and I was a consultant. So consulting in this space and then going in and out of corporate in my corporate roles, I was responsible for bringing in the right people to help me on these projects. anD use trading pros for a lot of that time training process has been around for 26 years. And had a relationship with them maybe 20 at 24 years ago.
[00:05:04] Lori Fancher: Okay. I’m working with them and they’ve provided me with the, as a client. The ability to find just the right person at the right time.
[00:05:13] John Ray: And for those that don’t know TrainingPros let’s give them a little overview there.
[00:05:17] Lori Fancher: Yeah. So TrainingProsos was started. 26 years ago by Steve Kapaun. He had. I was working at IBM through Accenture and had a need to find an instructional designer to help him with his projects. And didn’t know where to go.
[00:05:30] Lori Fancher: Couldn’t find the the right kind of talent. So we started TrainingPros fast forward, 23 years and his right-hand person, Leighanne Lankford took over the company as president, when Steve retired. And we became a women owned. We bank diversity supplier, still serving. Out of Atlanta, which is home base.
[00:05:51] Lori Fancher: Awesome. And then have grown into 11 major markets. Is it serving the country nationwide now? COVID really changed a lot of things for us to, in a good way.
[00:06:00] John Ray: Yeah. Yeah. So you, your role at TrainingPros, you’re a relationship manager there. Explain what your role is that what that means?
[00:06:09] Lori Fancher: Yes, absolutely.
[00:06:10] Lori Fancher: So relationship manager means I’m meeting with clients. I’m bringing in new clients, I’m meeting with existing clients. Because I have been in this space as a practitioner for a long time serving corporate. And I’ve been a client. I’m able to. Meet them where they are. In their process of implementing all of their L and D projects.
[00:06:32] John Ray: L & D being for those that don’t know, what’s L and D
[00:06:36] Lori Fancher: learning and development projects.
[00:06:37] Lori Fancher: Okay. And organizational development projects. I understand the full life cycle behind both of those. So at any given point in time, connecting with them on where they’re at. And in order to help them complete those successfully. Providing them at the right talent at the right time.
[00:06:54] John Ray: Yeah. Correct me if I’m wrong, but what I think I hear you saying is that it’s one thing to staff the position. It’s another thing to create the environment to make help that person be successful in the position. Is that what we’re talking about here?
[00:07:08] Lori Fancher: Yeah, absolutely. I’m glad you brought that up because. I’m focused on contract.
[00:07:13] Lori Fancher: First of all, if I mentioned that already, but contract staffing is what I do the most of. Okay. And so when you are recognizing the need, what I’m looking for is not the person that can just meet the immediate need. But the person that can come into the organization knowing what’s ahead. And knowing what’s required in terms of skillsets. Throughout the full life cycle of that project, having been there. I’m able to find the right person. To come in and see it all the way through if necessary.
[00:07:41] Lori Fancher: So not meeting the immediate need, but it potentially the future needs as well.
[00:07:45] John Ray: Got it. Folks were here. Speaking with Lori Fancher. Lori is a relationship manager. With TrainingPros Give us an overview of what talent development looks like in the corporate world these days.
[00:08:01] Lori Fancher: Yeah, so talent development boy. We’ve really been through it, like a lot of other functions within the organization through COVID. Now I just came on board at, in this role with TrainingPros three and a half years ago. I Can speak to the last three and a half years, which were pretty tumultuous, right. COVID with the advent of COVID and then the move. The immediate move. From onsite workers to remote workers. What do you do? How can you continue to keep those folks engaged? And the work.
[00:08:30] Lori Fancher: And how do you connect with them? Providing the right learning and the training for the managers who need to now manage remote workers versus onsite. It created a whole slew of training and learning opportunities for everyone. At the same time, we also had the concerns and the. Voices from the community, the raise in awareness around DEI. So how do we get leadership? Involved and help them provide, help them be developed and have those opportunities to understand what does this mean for my organization, my people, and how do I lead differently as a result? Of COVID of DEI, remote workers, very difficult times. And so yeah, seeing a lot of changes in the talent development space as a result of that.
[00:09:17] John Ray: Yeah. And.
[00:09:19] John Ray: Particularly given the. I guess the mentality of people that are out there, the workforce, right? That’s another aspect of this. That creates some turbulence, if you will.
[00:09:33] Lori Fancher: Yeah, absolutely. If you think about the Def the pure definition of work, we were made to work. We were born to work.
[00:09:40] Lori Fancher: I tell my kids this and they don’t like to hear it.
[00:09:44] Lori Fancher: Yeah, i. I get that, but we were made to work and your definition of work isn’t about doing something to make money. It’s about pursuit of purpose. That’s to me at the root of what work is about. And corporate is a place to go and try out. That work, that pursuit of purpose, but corporate also has corporately operating as an individual, their own purpose, and that alignment between the two. Is Is really tricky.
[00:10:14] John Ray: Yeah. Yeah, for sure. So any particular trends that you’re seeing in Staffing and L and D staffing in particular.
[00:10:25] Lori Fancher: Yeah, absolutely.
[00:10:26] Lori Fancher: So when it comes to L and D staffing what I have seen as of recent is a little bit of anxiety about whether we’re in a recession, whether we’re not in a recession. And a need to re. Usually when we go through these kinds of challenges, economic challenges, we see training functions. Cut. That’s one of the first places to cut.
[00:10:46] Lori Fancher: And so I’ve got a lot of people who are clients, a lot of people who had permanent. Positions in talent development who are now looking again as contractors. This is the ebb and flow of our world. And the folks I work with within a three-year time period have either been consultants and clients or clients.
[00:11:02] Lori Fancher: So we’ve got this revolving. At the cycle of. Folks who are coming in and out of these permanent roles. As adjustments are made in the economy and anxiety is addressed. Yeah.
[00:11:14] John Ray: So the.
[00:11:16] John Ray: The
[00:11:18] John Ray: whole issue of gig workers. And we’re. We read a lot about that, about the rise in gig workers. What’s your perspective. On that. And what the trends are there?
[00:11:31] Lori Fancher: Yeah, I think the COVID really opened the door to. Allow workers to have flexibility in their lives. To be able to work wherever they want to work from. And now we’re seeing that change with a call to return to the office.
[00:11:46] Lori Fancher: And a lot of folks are bucking that they don’t want to return to the office. And so in. I think the last thing that I read on the gig economy, there was a government report out that said that 2.1 million new gig workers were introduced to the market. And 2020. Which makes sense, and then in 2021 net another 2 million work gig workers at it.
[00:12:11] Lori Fancher: So is continued growth, right? People want freedom to be able to work at wherever they, they want to be and have flexibility to take care of young ones or elderly, or, just have that work-life balance.
[00:12:23] John Ray: What advice would you give to a gig worker. That’s a, will that newly minted. In with the, It’s coming out with that. Coming out of corporate and they’re leaving that shelter, if you will. What advice do you give someone that’s new to working in that way?
[00:12:42] Lori Fancher: I like to talk to him about what they liked the most about their permanent roles. And understand the differences between that and gig work, because when you’re an independent contractor, you have to be careful. And an understanding that you don’t really you’re leaving the structure of corporate. And you’re going for the freedom.
[00:13:00] Lori Fancher: So embrace the freedom. If that’s really what you want. That means flexibility and not falling back into the constraints of permanent work, because that causes legal. Legal implications. When you act, when you work as a contractor, but you, your employer treats you as an employee. So being careful that first of all, and then making sure that that freedom is really what they want.
[00:13:25] Lori Fancher: They’re not going to be climbing the corporate ladder. They’re on their own. And then there’s the ebb and the flow. The cashflow. Yeah. The month to month and what that looks like and the vulnerability there. And the sacrifices and the trade-off. Where are you financially? Are you ready to make a decision like this?
[00:13:41] Lori Fancher: What are your career goals? How does this help you achieve your career goals? A lot of people will step into the gig economy or the contract role because they want to experience new and different and innovative ways. Of doing the work of learning an out and out. Of learning and development. Can’t necessarily experience that as much in the corporate world, because there’s a prescribed way of doing things.
[00:14:03] Lori Fancher: So there’s a trade off there.
[00:14:05] John Ray: Do you find that Individuals step out into the gig. Gig. World or the gig worker. Environment. Maybe a little too. Quickly because they. Their first client, if you will, is their ex employer, right? And That they step into it thinking it’s ready. Made.
[00:14:27] John Ray: And maybe they don’t. Do what they need to do to understand what this new. Way of working. Is going to look like for them. Do you find that.
[00:14:40] Lori Fancher: Yeah, I do. It is ready and easy. Go back. The contract with your employer? Yeah. Yeah, walking those fine lines between being a contractor again in our permanent employees. Super important on both ends. The person contracting you and for yourself, right? And yeah, understanding that it. It’s temporary.
[00:14:58] Lori Fancher: It could be temporary. And you are in a more vulnerable place as a
[00:15:03] John Ray: result. Yeah. And you are in business now. It’s the business of you, right? There’s a book with that title. It’s the business of you. You have to think about that way, right?
[00:15:13] Lori Fancher: Yeah, because when that consistent. Permanent employer turns around and asks you to come back as a contractor.
[00:15:19] Lori Fancher: When that work ends, what do you do next? Yeah. How do you set up your own business? What kind of people can come into your world and accountant to finance person that can help you get set up in that business? And I’ve also found even a lawyer can help you with that as well. And then marketing.
[00:15:35] Lori Fancher: How do you market and brand yourself?
[00:15:36] John Ray: Lots of issues to think about Lori Fincher’s with us folks. Certainly can help us think about those issues and Lori. Is a relationship manager with TrainingPros. Let’s talk a little bit more specifically about your work.
[00:15:51] John Ray: How do I know when I need to call Lori? What problems. I am out encountering in my organization that made me think I need your help.
[00:16:01] Lori Fancher: Yeah, too many projects and not enough people.
[00:16:06] John Ray: Yeah. There’s plenty of that going on.
[00:16:08] Lori Fancher: And then not having the expertise to really follow through. Once you’ve got the budget to make a difference in the organization with a project like leadership development. That’s a big, huge expense, not just in providing the training. But in also taking leaders out of their day to day.
[00:16:26] Lori Fancher: So losing productivity, losing. Potentially during that time some opportunity in the market to be able to go out and learn so that you can come back and do more and better. There’s a big expense to training every time. So when you get that big budget or when you don’t, when you have a budget to do something right, How do you make sure that what you are doing and what you are teaching and what you were helping your leaders understand and learn? Is something that’s going to help the business move forward.
[00:16:56] Lori Fancher: There’s an art to that. And a lot of folks that were SMEEs and subject matter experts. Have understood the art and stepped into the ability to train right there. There. The expert and what they know, and they’re going to go train on it, but there’s also a science behind it, too. So we find the people that have both the art and the science. Behind the ability to make training successful.
[00:17:18] John Ray: Do you help someone – you’ve mentioned having too many projects, not enough people. Do you help
[00:17:25] John Ray: business owner leader, team leader in a big organization, prioritize those projects based on the availability of people. You get down in that kind of. depth with clients?
[00:17:38] Lori Fancher: Yeah, we can. So the roles that we provide for the contract roles that we provide are not just instructional design, which is mainly what I’ve been talking about. But we provide everything that touches training.
[00:17:50] Lori Fancher: So if you need that training schedule or that training coordinator or someone who’s a program manager. Project manager. Tech writer, even a content developer. You X person. We have, we provide all of those different roles that touch training, change management and ODI included because oftentimes. When a company is undergoing a transformation. There’s a huge training learning component to that.
[00:18:16] Lori Fancher: Of course. And it’s inevitable that occurs and we’re ready when that does. So organizational development people and change management, people are also roles that we provide.
[00:18:26] John Ray: Great work. So you. Have won an award. Alongside your client. Synovus. That’s a small little out of the way bank we’ve heard of.
[00:18:38] John Ray: But actually quite well managed and well known bank. I headquartered here in Georgia. So what talk about. That project. That led to this award.
[00:18:51] Lori Fancher: Yeah. So Synovus reached out to me because they had received a an agreement from their top C level suite to be able to provide some new leadership training. They saw a surge and some of their old some of the leaders who had been around for a long time were leaving, moving on and they had a large group of new leaders they needed to help get settled in.
[00:19:13] Lori Fancher: They also had some changes going on at Synovus and so they were looking for the ideal solution for their learning and that they got this budget. So what do we do? They had some off the shelf programs, Blanchard, Covey, some of the other big wigs in the space. They had some of their training components, but really we’re trying to understand how do we put this together?
[00:19:32] Lori Fancher: Something that means that’s customized for Synovis. Customized learning solutions is what we do at TrainingPros. There’s nothing off the shelf. So we take what’s existing or we create new and we make a customized. So that process throughout that process, it. Took us a little bit of time to find the right person. Because in the beginning, they didn’t really know what they needed. They were sending them different candidates and exploring various roles and places in the in the project where they would need the most need and help based on who they had in their current team. And the gaps, we were able to find a person that came in that allowed them to create a learning solution.
[00:20:10] Lori Fancher: That was award-winning. It had war award-winning features to it. It had done some things. To leverage digital assets and provide learning tools to leaders on an ongoing basis. So it wasn’t a once and done. They had people that went through the training who would come back and facilitate to other leaders.
[00:20:27] Lori Fancher: So leaders, teaching leaders. Platinum award at the end, recognized by C-suite. They did a lot of things. And they want a Brandon Hall award as a result. So we’re pretty proud of
[00:20:36] Lori Fancher: that.
[00:20:37] John Ray: Wow. You should be that’s. Congratulations on that work. That’s fantastic. Let’s
[00:20:42] John Ray: Switch gears here.
[00:20:44] John Ray: And talk about another little piece of your world, which is a nonprofit that you. We’re and I think your husband too, we were talking about before we came on the year. So shout out to him. A nonprofit, the two that the two of you are driving.
[00:21:00] Lori Fancher: Yeah, my husband’s an entrepreneur at heart. He also works for another large bank. We haven’t talked about, but anyway he had experience in creating a workspace.
[00:21:11] Lori Fancher: Like I think we work throwing a brain. Brand out there. A building where people could come and explore their themselves, their skillsets, their talents, and help them grow their business. And provide all the support to be able to do that. Then COVID hit so that wasn’t going to be an option.
[00:21:28] Lori Fancher: People weren’t going into a building. So we created an opportunity to have people go out and be immersed in the community of need. And use their talents and gifts and offer those up to folks who don’t have access or couldn’t afford it. And the way that we did this is we took a team of dentists out to Costa Rica. To a lodge that we own with several other partners out there to do mission related work. And we served a village of 300 people. We had clients and our connections provide other materials, products, resources. And we gave those out to the individuals to like eyewear so that they could see better. While they were getting also dental care. And it was fabulous. So rewarding.
[00:22:12] Lori Fancher: We learned a lot and our ability to do that. The dentist and the dental team learned a lot in our ability to do that. And so we wanted to continue to do this again. So we created con a foundation to provide those opportunities.
[00:22:27] John Ray: How do folks plug in to Cana foundation? Talk about that. How do. You did this. Big project in Costa Rica gets where does that go and who should be in touch with you?
[00:22:39] Lori Fancher: Yeah. So folks who are want to I’ll just throw this out there. Do leadership development. Bring their leaders to a place where they can serve others. Learn more about themselves, about who they are as leaders as well as be able to give back.
[00:22:55] Lori Fancher: We do some of that already. At the lodge and Costa Rica. Anyone who wants to. He wants to be able to take their, I’ve got some hairdressers and some other folks that I know that are going out next. To provide resources and help to, for women who are underprivileged there, Costa Rica. Prostitution is legalized.
[00:23:17] Lori Fancher: So it’s a very different environment for a woman who maybe is limited on their work opportunities in terms of being able to speak English and being able to serve in and. A better industry in a better environment. And so they’re going out there to this team of hairdressers is going out there next to be able to.
[00:23:37] Lori Fancher: mAke these women feel more professional and better about themselves.
[00:23:40] John Ray: Yeah. Yeah. But you don’t have to necessarily be. In a industry like the dental end. Practice where there’s a specific service you can offer.
[00:23:52] Lori Fancher: No, you don’t. Okay. You can do.
[00:23:55] John Ray: Yes. Okay. Awesome. So back to your work with TrainingPros let’s talk about. First of all the success story you don’t have to mention any names, but just one that you’ve already talked about Synovus, but talk about a success story that stands out that helps illustrate the great work you do.
[00:24:14] Lori Fancher:
[00:24:14] Lori Fancher: There’s a lot of success stories. I would say the consistency across those success stories are the people that are hired permanently. They were such a good fit as a contractor that they ended up staying permanently. I would define that as a success story. For example, I’ve got a a client that Only hires contract first, they bring them in and try them out.
[00:24:35] Lori Fancher: And then to see whether or not they’re a good fit for their team. And I’ve been able to provide them. I think the number is 70 to 80% of the time. Those folks who they then hire permanently. Wow. Pretty darn good.
[00:24:50] John Ray: I was
[00:24:50] John Ray: going to say that sounds terrific.
[00:24:53] Lori Fancher: Yeah. So those are the real success stories.
[00:24:56] Lori Fancher: We had another real quick, one other one in New York. So New York had an opening there. Airport. Where they needed to have someone come in and. They had a transformation. The airport was old and outdated and they needed to update the airport. One of the terminals in the airport. And they wanted it to be new and different and welcoming, and they wanted to provide learning to all of the airport staff and all the airport vendors to make a difference for passage, for people traveling through like you and I. And they wanted a trainer who could come in New York that lived in New York that could speak Spanish that had experience in transportation. That also had a background in adult learning that had taught how to understand or talk taught in projects of cultural transformation and knew how to connect the dots for people that were undergoing it. That’s a unicorn. And we were able to find somebody and they won awards for that terminal. Or the experience now of passengers traveling through that terminal.
[00:25:52] Lori Fancher: So that was pretty, it was pretty impressive.
[00:25:55] John Ray: That’s quite impressive. Apps. Absolutely.
[00:25:58] John Ray: Let’s you talked about. The types of the situation that an organization finds itself in where they have. Too many projects, not enough people that’s really the driver. For you and they need to be in touch with you. Are there any particular industries that you work with that are you’re more apt to be helpful on than others or. You will work across the board.
[00:26:25] Lori Fancher: I work across the board. I work a lot with financial institutions. And banks.
[00:26:30] Lori Fancher: I work with transportation. I work with retail. I work with healthcare a lot. Those are some of my more recent telecommunications. Those are some of my more recent clients. But yeah, across the board.
[00:26:41] John Ray: Okay. Okay. Awesome. Lori, this has been great. And I can’t imagine there aren’t some folks that hearing your success and the great work you do.
[00:26:50] John Ray: And by the way, congratulations on that work. Wouldn’t want to be in touch, so let’s tell them how they can
[00:26:55] John Ray: do that.
[00:26:55] Lori Fancher: Thank you. Yes. Of course, LinkedIn LinkedIn, Lori Fancher on LinkedIn and then Lori dot Fancher. At TrainingPros. Dot com.
[00:27:05] John Ray: Terrific. Lori Fancher with TrainingPros, Lori, thanks again for coming in.
[00:27:11] John Ray: We appreciate you and your work and keep it up.
[00:27:13] Lori Fancher: Absolutely. My pleasure. Thanks John.
[00:27:17] John Ray: Hey folks, just a quick thought for you. If you’re as we’re recording this show here at the end of November, 2023, and as the year winds down. You start to think about how you can improve your business for the coming year.
[00:27:32] John Ray: If your administrative tasks are driving you nuts, they’re piled higher. Then you are if you’re bookkeeping and accounting is a mess. That’s weighing on you and stealing the joy from your business. Office Angels can help restore that joy. And they do that with a whole team of angels that fly in, get that work done and fly out and they do it on an ongoing or as needed basis. So where the it’s administrative task, bookkeeping, marketing presentations they do all that kind of work. So you can spend time on the folks that really drive your business, which are your employees and your clients. So give them a call.
[00:28:13] John Ray: It’s 6 7 8 5 2 8 0 5 0 0 and let, them know we sent you a, you can go to office angels dot.us if you’re shy, but just give them a call, explain what your problem is. And. I think they’re the folks for you. And I think that because they are the folks from me, they do. They helped me in my business and I couldn’t do my business without them.
[00:28:35] John Ray: So give them a call. You’ll be glad you did.
[00:28:39] John Ray: And a couple of things as we wrap up here I’ve got a book coming out in mid December, 2023. If you’re listening to this show after that, then the book’s out. But it’s for solo small professional services providers. If you’re having trouble with business development or your pricing issues like that’s what this book addresses.
[00:28:58] John Ray: It’s called The Generosity Mindset Method for Business Success. Raise Your Confidence, Your Value and Your Prices. Go to, to go to the generosity mindset.com to learn more. Either sign up for updates or learn how to the book being on when you’re listening to this show. And I want to thank you,
[00:29:17] John Ray: our listener. You have wow. Continue to support us over the years. This is show number. 722 or something like that. And we, we have, wow. It’s hard to believe we have gone down the journey we have gone, but it’s been because of you in the support you have given us. You continue to like us on social media.
[00:29:37] John Ray: We appreciate that North Fulton BRX on all the major platforms. But you also share the show and thank you for that. Please continue to do that. If you’ve heard something here that makes you think I know somebody that needs to hear from Lori. And the great work she does. Please share the show or in for any of our business leaders. That we have that helps. Us help them. In their work. It also helps us fulfill our mission to be the voice of business. In the north Fulton region. So for my guests, Lori Fancher John Ray. Join us next time here on north Fulton business radio.

 

Tagged With: Cana Foundation, John Ray, L & D, leadership training, Learning and Development, Lori Fancher, North Fulton Business Radio, Office Angels, relationship manager, renasant bank, Synovus Bank, TrainingPros

Zach Goodfellow with Captain Hook Media

November 21, 2023 by angishields

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Cherokee Business Radio
Zach Goodfellow with Captain Hook Media
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Zach-GoodfellowZach Goodfellow is a Video Game Music Composer, Sound designer, and Co-founder of Captain Hook Media, a music production company.

As a life-long lover of movies, video games, and storytelling, Zach loves using music and sound to bring out the emotional impact of the stories he gets to work on.

Follow Captain Hook Media on Facebook.

This transcript is machine transcribed by Sonix

TRANSCRIPT

Intro: [00:00:07] Coming to you live from the Business RadioX Studio in Woodstock, Georgia. This is fearless formula with Sharon Cline.

Sharon Cline: [00:00:17] 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’m your host, Sharon Cline. And today in the studio we have the co founder of Captain Hook Media, which is the best name ever. It just sounds so fascinating to me. He’s a composer musician. I mean you’ve got you’ve got like you’re the jack of all trades kind of person. That is just so yeah, so excited to have in the studio because we have so much to talk about. Welcome to Zach Goodfellow.

Zach Goodfellow: [00:00:49] I am so excited to be here. Thank you for having me.

Sharon Cline: [00:00:51] Of course. Me too. And we have met previously because we were talking about voice over things and kind of getting into the industry, which I like to do, and anything I know is wonderful to share, but also cool, because I got to know a little bit about what you’re involved in. In your world, you have a home studio, you’re obviously you’re into music, but you I if I, I know I cyberstalked you a little bit, but there’s, there’s, there’s like actual music on iTunes and Apple and things that you’ve done. So which is similar to different things that I’ve done. I’ve had my hand in lots of different ways in media. But right now your main focus right now is, is being the co founder of Captain Hook Media. So can you explain to me a little bit about that.

Zach Goodfellow: [00:01:33] Yeah. So we Captain Hook Media is me and my dad and we write music for between the two of us, really anything that fits the sound that we’ve kind of developed, we have kind of a very cinematic, over-the-top, overdramatic kind of sound. We both grew up watching movies and Star Wars and video games and all that. So we’ve done some podcast intros. We’ve done some stuff for like YouTube channels, but mainly my dad works in TV and film and I work in video games. But we are, yeah, music composers.

Sharon Cline: [00:02:03] Scott Goodfellow.

Zach Goodfellow: [00:02:04] Yes.

Sharon Cline: [00:02:05] I like on your website it’s called The Sound of Your Story. Yes.

Zach Goodfellow: [00:02:09] We wanted to make sure that we emphasize that like. We love storytelling. We love being a part of of stories. We’ve done jobs where it’s just, you know, background music for for nothing. And that’s cool. That has its place and all that. But we’re both, again, grew up watching a lot of movies and loving following characters and following a good story. So I really wanted the the website to convey that, like, we’re here to help you tell the story with whatever it needs. We’re not here to try and grab the spotlight from you and write super flashy music like we want to help you. Get your message across.

Sharon Cline: [00:02:43] I think people underestimate how important that is. Or maybe don’t even realize how they’re being impacted by that.

Zach Goodfellow: [00:02:49] Absolutely, absolutely.

Sharon Cline: [00:02:51] So what’s cool about the music that you make is it says on your website that you are cleared and ready to be licensed, so no one has to worry about any kind of legal issues. This is all music for them. Right?

Zach Goodfellow: [00:03:02] Exactly right. We want to make everything as seamless as possible.

Sharon Cline: [00:03:05] So when someone approaches you and says, here’s my video game concept or this is what I’m working on, the themes of what they say to you is that what informs you on the way that you’re creating music?

Zach Goodfellow: [00:03:16] Yeah. So it’s person to person. A lot of times they’ll, you know, they’ll they’re hiring us to be the experts. They don’t really have much of an idea. So we’ll we’ll do a lot of kind of coaxing and just kind of getting to know, you know, tell me about why you’re making this project. So I’m just going to for the sake of not keeping everything unbearably vague.

Speaker3: [00:03:35] I’ll talk in the, in.

Zach Goodfellow: [00:03:37] The context of like a video game. So a developer comes to me and they’re like, hey, I’ve got this idea I need music. Can you help? More often than not, it’s a matter of like, okay, tell me about the game. What’s the story? What is the world like? Is it mid-evil? Is it kind of sci fi? What inspired you to make this game? What games did you grow up playing? And just as many questions as I can get to get a feel for where their brain is at. Um, that way I can at least have an educated guess on what things sound like. The majority of the process is, hey, I wrote this thing. Do you like this thing? No, I hate that. All right, cool. We’ll try something else. Hey, what about this one that’s closer. What about. It’s closer. It’s a very big throwing stuff at the wall and seeing what sticks.

Sharon Cline: [00:04:19] It reminds me of voiceover, the voiceover world. Because people who write copy and they’re looking, they have an idea of a voice in their head, but they don’t know it until they hear the voice oftentimes. Right. So that sounds like what you’re talking about, where someone has a concept. I want it to sound big and epic. Okay. What does that actually translate to? And you could give them something big and epic, but it has the wrong feel. But they didn’t even know that right until you explained it.

Zach Goodfellow: [00:04:43] And that’s what I that’s what made me at a young age, fall in love with music, is that it’s not it’s it’s not necessarily like a tangible thing you can describe. It’s a feeling. So to, to hit what you’re saying, they don’t they don’t know the voice until they hear it. It’s like, I don’t know how to describe to you what I want to hear, but I know what I want to feel when I hear it. And so once you hit that, it’s like, oh, I just felt the thing, okay, we’re on to something. And that’s what makes music so much fun to me.

Sharon Cline: [00:05:06] Oh that’s amazing. And you’re right, it is an emotional reaction and an impact that you’re having. So how did you get to where you are now? I saw that you went to Lassiter High School, obviously here in Georgia, right? Also fellow KSU owl. Hootie hoo. Hootie hoo hoo hoo hoo. You. And so Georgia native, is that where you’ve.

Zach Goodfellow: [00:05:27] Been born and raised? Yep. Wow. I mean, I was from a day old. I grew up right next to Lassiter High School. Oh, wow.

Sharon Cline: [00:05:34] That’s wild. Yeah. So the changes you’ve seen are probably so significant.

Zach Goodfellow: [00:05:37] Oh my God. Wild. Yeah.

Sharon Cline: [00:05:39] But how cool. You’ve got a network of people that are right here in town that you’ve grown up with, which is nice for sure. So how did you get to obviously, you said that you and your father were really into music and but how did you get to your business that you’re in now?

Zach Goodfellow: [00:05:54] Man, it’s been a just series of falling backwards into different things.

Sharon Cline: [00:06:00] I laugh because I’m like, yep, I know exactly what you’re talking about.

Zach Goodfellow: [00:06:04] I’m such a a shiny object person where I get an idea and that idea has to be pursued, I don’t know, whatever it is, I got to commit to it to see what’s there. I’m just now figuring out how to tame that a little bit. Gotcha. But yeah, my dad was a he’s been a musician all his life. So I was born into music. My dad was in a in a very Journey esque band when I was born at the time. And how cool is that? Yeah, they were called tandem. Their their stuff is still on the internet somewhere.

Sharon Cline: [00:06:31] Amazing.

Zach Goodfellow: [00:06:32] Yeah. They were they were really fun. They did. They sold some records in Brazil and never picked up too much in the States. But so I was born into music. I loved music very early on. I started playing guitar when I was like 8 or 9, started writing my first terrible stuff.

Speaker3: [00:06:51] When I was 14.

Zach Goodfellow: [00:06:53] 15. You mentioned that you found some of my stuff on iTunes and Spotify. I would that’s, that’s. I don’t take it down because I’m proud of it. But that is very, very old, very, very old stuff.

Speaker3: [00:07:06] The internet.

Sharon Cline: [00:07:06] Is forever. Oh yeah. But at the same time, that’s a stepping stone to where for sure.

Speaker3: [00:07:10] Like I said, it’s cool.

Zach Goodfellow: [00:07:11] I’m talking jokingly. I’m very proud of what we made, but it’s very, very I was 16 and angsty and.

Speaker3: [00:07:18] You know, it’s very.

Sharon Cline: [00:07:20] Wow, you get to revisit who you were then when you listen to it. Interesting.

Zach Goodfellow: [00:07:25] So that’s how I got into music, but I never really took music like I never. Really committed to it as a serious thing until later in my life. It was just something that I did for fun. So I went to all through high school, did that album in college, started a band with some of my friends from high school, and we did pretty well. We toured very, very locally. We did a couple of like, you know, we drove like an hour was the farthest we went, but we had some good shows. We opened up for a couple of bands that I grew up listening to. That’s amazing, which was a very, very cool experience. That experience ultimately taught me, though, that I didn’t enjoy that lifestyle. I really I’m a homebody, I love my family. I love being, you know, home at night. And that lifestyle doesn’t agree with that. You know, that’s you hop in a bus and go to the next town over if you’re really going to succeed at that. And I’ve always been someone who’s like, okay, I could work on this, but what does this lead to? I’ve always been like a long term thinker. So I hit a point where we were working really hard in that band, but I was like, okay, but if this succeeds, it creates a life that I’m not going to enjoy. So what’s what’s the point of all this hard work? Right? So I let that go and then I just kind of wandered. That’s when I was in college. I didn’t know what I wanted to study, so I took up a business degree, as most Los creatives do, and I got a degree in professional sales. My performing background really helped in sales, and I just kind of figured, all right, I guess. I mean, I’m decent at this. I guess this will work for a little bit. Hopped into an internship selling telemarketing, and two weeks in, I was like, okay, I’m ready to jump.

Speaker3: [00:09:12] I’m ready to jump out the window. This is unacceptable. Oh, wow.

Zach Goodfellow: [00:09:16] Um, and so this is a loaded story. Please let me. I’m a rambler, so stop me if I’m going too far in love. But after the internship, that was like, okay, I can’t I can’t do sales. Um, and luckily I have my best friend was from like 12 years old, an entrepreneur, he lawn mowing business and immediately knew he was going to build his own thing. So his influence had me start starting to look up other things. And I started getting into like Facebook advertising because it was the part of sales that I enjoyed. It was the the catchy lines and the performing stuff and that, and that was fun. And my wife and I started doing that for kind of local businesses for a little while, and that got me through the next couple of years, got me through college. But again, I reached the point of like, okay, so now it’s starting to demand a lot more of my time and I don’t really want to give it that time. What’s the point of this investment? So now I was lost again. Now I’m curious. I’m trying to figure out where I want to go. And I had the bright idea. Okay, I’m working for myself now, but what I could do is go get this other sales job for a company called HubSpot that did marketing software because, like, I know, marketing, I could just go get this full time job, and then in my free time, I’ll go build my music business again.

Zach Goodfellow: [00:10:35] I’m not sure why I thought that was going to pan out, but again, six months into the sales job, I’m miserable. This isn’t going to work. So at that point I’m this. This was three years ago, so I’m 25. And at that point I was like, I’m ready to just commit to the music, because what I ultimately learned was I had put all of this investment and all of this effort into these, these different skills. I learned Facebook ads and I was able to reach relative success there, I learned sales, I was able to reach relative success there. And I was like, what would where would I be if I had invested that six years into building this music career? And that’s a whole, you know, we can jump down that mental tangent of why I didn’t pursue that in a bit, but I decided, all right, it’s time to start being a musician and seeing what happens. So. I called up a friend of mine who had managed the wedding band for my wedding and I was like, hey, I am miserable at my job. I’m ready to leave. I know you’re recruiting people. I can sing like crazy. I’m a great performer. I would love to help out.

Zach Goodfellow: [00:11:41] Just tell me where you need me. And luckily he needed he needed front men. So I went and did weddings for wasn’t long. It was a couple of months and for about a year I did the weddings and I was playing like locally, playing at restaurants, just scrounging money. And that was that was a good experience. I made good money doing that and it really showed me that I can make I can feed my wife and I through music. So I’m most grateful for what that did for my confidence. But again reached a point where it’s like, okay, but the only way I can do this is by working every night, every weekend so I don’t get to spend time with my wife on the weekends. This sucks. Um, and around that time of the wedding band, my dad and I had finally come across the world of sync licensing, which we had never experienced before, we had never heard of. But essentially, that’s the whole industry where music for advertisements and TV shows and basically anything that has music, that’s the industry where that happens and learning how that works. So my dad and I were like, okay, well, we’re writing music anyway. Why don’t we try and pitch it to some people and I promise I’m going to get to Captain Hook Media in a second.

Speaker3: [00:12:53] No, we’re almost there, I love it.

Sharon Cline: [00:12:54] This is this is the way life turns out, though this is what’s interesting to me is, is the twists and turns and the things that you learn about yourself along the way. Right. So this is I’m fascinated. Keep going.

Speaker3: [00:13:05] Okay.

Zach Goodfellow: [00:13:06] Um, so we started doing that and it’s sync licensing is a difficult beast because of how subjective music is. You’re really just essentially the business model is I’m going to, as a musician, write this big old library of music. I’m going to write 20 songs of this certain style and then go and shop it to these libraries, hoping that they that it fits their sound and that they have a use for it. It just it it was it was inspiring to try. But for me again, having now a couple of years entrepreneurial background with the marketing thing and knowing, trying to figure out market and need and all that stuff, it’s like, okay, but like this seems so inefficient. Or we’re putting months and months of work into these songs with no direct customer in mind, right? Um, so then we started exploring other options and we started looking into what does custom work look like, where who’s buying custom music right now? And thus Captain Hook Media was born.

Sharon Cline: [00:14:10] Where did the name come from? I like the name.

Zach Goodfellow: [00:14:12] So it is from.

Speaker3: [00:14:14] Because it’s the.

Sharon Cline: [00:14:15] Hook of music. Yeah.

Speaker3: [00:14:16] Okay, so.

Zach Goodfellow: [00:14:17] My dad and I, ever since I was a kid, have always when we listen to music, we’ve always bonded over the musicians that make really catchy music. You know? Journey and Bon Jovi was what I grew up on, that kind of stuff. Daughtry more recently.

Speaker3: [00:14:31] That’s classic.

Sharon Cline: [00:14:32] Classic.

Speaker3: [00:14:32] Music.

Zach Goodfellow: [00:14:33] Exactly. It’ll live forever because it’s so catchy, even if you don’t like it. Everyone knows the chorus to Don’t Stop Believing.

Speaker3: [00:14:39] I know, and they all sing it.

Zach Goodfellow: [00:14:40] Absolutely, because it’s so that’s the hook of the song. So any time we see an artist who just constantly cranks out hooks. Oh, that’s a Captain Hook. And so we got to this company now. All right. We need to brand it so that people know what we are. He and I both love writing catchy stuff, so just it just worked out.

Sharon Cline: [00:14:58] That’s amazing.

Speaker3: [00:14:59] Thank you.

Sharon Cline: [00:15:00] You’re welcome. So along your journey being a wedding singer, what are some of the things that you saw that you were just like, I can’t be a wedding singer.

Zach Goodfellow: [00:15:07] Weddings are chaotic, man. It’s so. I’m not a high stress person. I’m a very laid back person. I like calm, chill vibes and it just doesn’t exist in the industry.

Speaker3: [00:15:19] Got you by.

Zach Goodfellow: [00:15:20] Nature. It’s such a now, now, now, now, now, now now.

Sharon Cline: [00:15:25] Industry and high emotions too, right?

Zach Goodfellow: [00:15:28] Very high emotions. And it’s very rewarding to to pull it off, you know, to get everything happen to make this happen for the couple. I really enjoyed the memories of seeing everybody dancing. And that’s what I’ve always loved about performing. It’s like, I don’t remember where I got this quote, but someone describes performance as a constant state of giving because when you’re doing a good job at performing, you can see people are changing from stagnant to excited and having fun. So being able to give that joy is amazing. But it’s the all the in-betweens of okay, this is late, okay, we said you had a stage, but now you’re playing on the back of this truck, okay, there’s no electricity anywhere. It’s just. Not for me. Not for me.

Sharon Cline: [00:16:10] When you were performing, when you were initially with your band in college, was it music that you wrote as well?

Speaker3: [00:16:18] Yes. Yeah.

Zach Goodfellow: [00:16:18] So we were we were a progressive metal band. So anybody out there that’s fans of like, Breaking Benjamin and those kind of bands? Yeah, that that I really look back on that fondly and I’m still very close friends with all four of those guys all still doing really cool stuff in music. But yeah, that was all original music. That was a really fun experience. That’s really where I learned how to write.

Sharon Cline: [00:16:43] I think one of the best things about making music, writing music is, is that creation energy is so amazing to me because afterwards you’re like, this song exists. That didn’t exist a day ago, and now it’s now it’s all put together and someone could be singing it. And the effect that it can have, the legacy that you’re leaving. And it’s this creation energy is just powerful.

Zach Goodfellow: [00:17:02] Absolutely. It’s so addictive. It’s so addictive. It’s the best that that creator’s high is just it’s the best cloud nine feeling.

Speaker3: [00:17:11] It’s true. It doesn’t.

Sharon Cline: [00:17:12] Even. It feels like, um, if more people knew what that felt like, they’d be inclined to do it.

Speaker3: [00:17:18] Absolutely, absolutely.

Sharon Cline: [00:17:21] All right, so you had your band then you obviously were able to continue to grow on your skills as you were being the wedding singer. And then as you started to understand the industry of being able to write music, it’s nice that you’ve got your dad, right, who’s.

Speaker3: [00:17:38] Very, very helpful.

Sharon Cline: [00:17:39] Right. That’s great. And he’s being the co-founder with you. So nice to work with people that you know in your family you trust. Absolutely. And are talented. And then now that you’ve got kind of an understanding more about how the industry works and that you did want to have a client specific in mind, how did that change what you were writing? So did you have like your library before? Was it more esoteric? Was it more just this is what I’m thinking we should write today, and that’s what you did, but it just never really landed.

Zach Goodfellow: [00:18:08] To be honest, that it was all so generic. Because you can’t you can’t make it. The thing with like what is called production music, which is the stuff that’s not soundtrack like, you know, movie music, the production music is the the music you hear in the background of a Taco Bell commercial. Right? The thing with that is that market needs it to be complete, almost nonexistent. Like it needs to be interesting, but it can’t ever take anybody’s attention. Which to a point I can get it, but it’s so two. To only write that music for me is very unfulfilling. It’s very like, okay, you learn your formula and even, you know, I’m a big like online course person. I did a lot of self-education on it, and even the educators in the space will tell you, like, look, it’s it’s kind of boring. You come up with your formula and you make seven tracks a week so you can have a better chance of getting getting caught up. And that makes perfect sense from a business perspective. But after having done the sales and the marketing things and realizing I don’t really care about mass wealth, I you know, it’s not the amount of money I make, it’s how I make it.

Zach Goodfellow: [00:19:18] Right. So I didn’t see that as a sustainable 9 to 5 job for me to just be writing this generic. Hopefully no one notices it. Music, you know what I mean? So for me it really changed into. I want to be part of bigger projects I don’t want. I never when I was performing, I never liked the spotlight either. It was always, you know, put on the show because that’s what you’re supposed to do, but I don’t. I’m not a big spotlight person. I like being a supporter. So. Now writing music becomes a even when I don’t have a customer. If I’m just practicing, I’ll go find like a game that inspires me. Okay, what would serve this scene? What would serve this world I like? I like the collaborative effort of this thing now exists because someone else made it. How can I make it more real? You know? How can I bring that emotional impact in a little harder for this particular setting?

Sharon Cline: [00:20:15] So you do it even just for fun?

Zach Goodfellow: [00:20:16] Oh, absolutely. It’s the most fun.

Sharon Cline: [00:20:19] Well, no one’s like expecting anything so you can make it however you would want it, right? Which is nice. Right? So what was it about sales that you felt like you could. Not really. I’m not a sales person either, and I’m not good at it at all. But what was it about it? I’m wondering if we have similar themes. We’ll see. That didn’t work.

Zach Goodfellow: [00:20:35] What I’ve learned about sales for me is I think everybody is good at it. You just have to care about what you’re selling. So you had no trouble getting me on to this podcast because you loved this podcast. You know what it does for people. You know, the benefit that it brings to people that are on it. You didn’t you didn’t have to try, right? That to me is proper sales. So what I was running into, I mean, I do all the sales for Captain Hook Media, I do all of the outreach and all that. It’s very different experience. What I was finding was that like for HubSpot example, they’re a CRM and marketing software, right? I didn’t care, you.

Speaker3: [00:21:08] Know, like they’re.

Zach Goodfellow: [00:21:09] They’re a great company, great product. I would recommend them to anybody. But like I would cold call and be like, hey, what’s up? I’m with HubSpot. We do CRM stuff and they’d be like, yeah, we’re really happy with Active Campaign. Oh, okay. Cool.

Speaker3: [00:21:24] Sorry.

Zach Goodfellow: [00:21:25] You know, like my managers would be like, can you try and lean back?

Speaker3: [00:21:29] But it’s like, no, they don’t want it.

Zach Goodfellow: [00:21:32] I don’t active campaign is awesome.

Speaker3: [00:21:34] Like I get it.

Zach Goodfellow: [00:21:35] I could see why they’d be happy. So I’m just I don’t have the like I could sell anything to anybody. Jean. Some people have that. Some people are just so unbelievably outgoing and they can just knock that. I just don’t have that.

Sharon Cline: [00:21:47] I don’t either. But it’s interesting to me to think that you’re right. We could make money in lots of different ways. I could be doing anything different and make more money, but the quality of my life would be impacted significantly if I didn’t really enjoy it. But then, now my lifestyle is dependent upon the money that I’m making for whatever job I had. I’m wondering if you find that as you are staying really true to what feels right to you, if the right people find you at the right time, or have you had to struggle because I’m. I’m curious how your journey has been impacted by your belief in. You are living your truth.

Zach Goodfellow: [00:22:28] Yeah. I mean, there’s definitely there’s definitely both things that you just said. There’s the struggle and there’s the like sparks of, wow, this is meant to happen, right? I’m a big faith person and I one thing sales did teach me is, you know, delayed gratification. You got to plant your seeds now so that you can reap the harvest six months from now. So for the first, I mean, honestly, still today, we’re still kind of the company is not making a crazy amount of money. I was able to quit my sales job, thankfully, but it’s not like, you know, it’s still very much a. Ebb and flow of when we’re busy, when we’re not busy. But you know, we officially started Captain Hook Media January of 2022.

Sharon Cline: [00:23:11] And still pandemic.

Speaker3: [00:23:13] A little bit.

Zach Goodfellow: [00:23:14] Yeah, still post-pandemic for sure. Um, we didn’t get our first real contract till October of that year, and we were just kind of floating around writing music and pitching until then. But to the second point of the right, people find you at the right time. Um, you know, luck to me is opportunity meets preparation, right? So I put out a listing on Fiverr. I’m sure as a voice actor, you’re familiar with Fiverr, right? Um, for video game music, I was like, it can’t hurt. It’s free, you know? Why not? I’ll put something up. And I put some of our tracks on there. And, you know, within a week of that first listing, I was contacted by a guy named Sharif, now a very close friend of mine. He is the CEO of a company, Valaria Games, there in Canada. And they’re doing this really awesome. I don’t know a lot about crypto and NFTs and all that, but there are a web three game, so it’s a mobile game tied in with cryptocurrencies and NFTs. So like the characters that you have, you have actual ownership of and you can interesting. It’s very fascinating way over my head. I just really like the game. But he contacted me. He’s like, hey, we’re starting up this thing, I need music. Can you send something over? And, um, you know, my dad and I both hopped on it, and thankfully I recognized the type of game he was making because I’ve played those kind of games. So we hit it off on the game very early on and we sent him something over. He liked it, and then from there it’s blossomed into I mean, that contract was the reason I was able to leave my sales job. So there is definitely a trust, the process element to any creative endeavor. I would imagine it’s very much a work now, play later type thing. And then there have been just little gems of right place, right time, preparation meets opportunity that they come and they make the the dry periods worth it, you know?

Sharon Cline: [00:25:08] Have you played the game and seen or listened to your music in the background?

Zach Goodfellow: [00:25:13] It’s not out yet, but he did send me a testable version and to see my music in a play. One of the coolest.

Speaker3: [00:25:19] Experiences I’ve ever.

Zach Goodfellow: [00:25:20] I’ve ever had.

Speaker3: [00:25:21] Yeah. So satisfying.

Zach Goodfellow: [00:25:22] Yeah, because we did all the sound effects too. So, like, everything you hear in that game is us.

Speaker3: [00:25:27] So it’s like.

Zach Goodfellow: [00:25:28] Whoa.

Speaker3: [00:25:29] How lucky to.

Sharon Cline: [00:25:30] Have found each other.

Speaker3: [00:25:31] Right?

Sharon Cline: [00:25:31] Yeah, right. Like you said, the right time. Timing is a huge part of it, I imagine.

Speaker3: [00:25:36] Absolutely.

Sharon Cline: [00:25:37] What do you think people don’t know about the industry that you’re in?

Zach Goodfellow: [00:25:42] Oh my gosh a lot. I still don’t know. You know I think honestly that it exists.

Speaker3: [00:25:49] I was going to say.

Sharon Cline: [00:25:50] How often do I, I was thinking, as you were speaking about the music in the background of shows or backgrounds of commercials, like everything on HGTV, like they’re walking into a house, you know, and there’s some kind of stylized music in the background, and every intro and outro has something. So I imagine that’s what your.

Speaker3: [00:26:09] Industry came from.

Zach Goodfellow: [00:26:10] Somebody. Right? So the industry essentially works as you have your, your writers and then you have what are called libraries, which are the shop keepers of the publishers, essentially. So the writers submit their music to the libraries, and the libraries have their industry contacts with HGTV or ABC Hollywood, whatever. And hey, you guys have that big blockbuster trailer coming out here. All the trailers that we had written this month, pick one and then we’ll get the paperwork signed. It’s a it’s a very like trickle down type of system, but it’s huge. It’s huge. I think as cap and BMI, which are the two you’re familiar with process. Yeah I mean they I think I read I could be horribly misquoting this. I’m not good with memorizing numbers. But in 2022 I think they, they dished out, you know, somewhere in the 100 millions worth of royalties to writers. So like, there’s a lot of people making making a living in that. And that was one of the most inspiring things to me, that if there’s any other musicians listening that I always make the huge mistake of, like, you see the huge names that make a living in music, but there’s this ocean of people beneath them that aren’t huge and wealthy, but pay their bills doing music, and it’s not this unattainable. Oh, I’ve got to be Taylor Swift in order to have a music career. There’s so many people that you would you don’t know.

Sharon Cline: [00:27:38] I follow these amazing songwriters on Instagram. Once I find one, and then I see who else they are involved in, and sometimes I feel like they’re the unsung heroes, you know? It’s like the drummers of a band. I always feel like, wow, they worked really hard and everyone saw the lead singer, right? Like a big drummer fan. But yeah, so thinking about that ocean of people who never get that credit unless it’s a Grammy that they happen to say for writing this song, but they’re never really known. Right?

Zach Goodfellow: [00:28:09] Right. And I mean, that’s to a lot of creatives, myself included, that’s that’s like that’s a plus side. You know, you get to have the career and still go to, you know, Kroger and.

Speaker3: [00:28:18] Not have to.

Zach Goodfellow: [00:28:18] Worry about getting bombarded. Right.

Speaker3: [00:28:20] Like it’s so true.

Zach Goodfellow: [00:28:20] It’s such a possible career path.

Sharon Cline: [00:28:24] So what is the dream like? What would you love to see happen as your career progresses? You and your father and your business?

Zach Goodfellow: [00:28:31] I can’t speak for my father. I think we’re both still in discovering it. Things I know he just wants to be able to enjoy. They’re probably the same man. He just wants be able to enjoy his life, write some music and retire. You know, because my parents are both pretty much retired. He’s he’s in the business as a means of of getting to write music, work with me, and, and we get to work together. I’m definitely more in the, like, blood thirsty, looking for, looking for a career spot than he is. But it works out. Um. I think. I think both of us just want to be able to like. Play, you know, enjoy the way we live our lives. And I know for me, I’ve been doing so much reading on on this, on the importance of play to the human mind, because I find I’m so fascinated by the creative mind and how it works. But like, it’s just it’s we’re taught. When we’re kids, it’s second nature to just put things together. You know, when you’re a kid singing a song that you love. You’re not worried about if you’re on key or if you sound good, you just it’s it’s a blast.

Zach Goodfellow: [00:29:37] And we’re taught later on that that’s not what you do. You don’t get you don’t do that. You go and get your work done and you go be responsible. And it’s like there’s a there’s an obvious place for hard work and discipline, but not, in my opinion, not to the cost of play. So if I, if I could write up where my life goes career wise, I just want to learn how to access and live in that place state and make it valuable to somebody else and inspire someone else to do the same. That’s that’s why I do the music, because even doing music for video games, for me, it’s a matter of like, how can I make this scene much more exciting for the person playing it, you know, how do I give them more, more play and joy out of this moment? So I really just want to get more to to what you said. If more people knew what that creative high feels like, more people would do it. And I really would love to be in some way part of spreading that knowledge.

Sharon Cline: [00:30:37] And it’s interesting when people are playing again, it’s background. They’re not thinking this crescendo or this epic. I don’t even know how to describe the music.

Speaker3: [00:30:45] You’re doing great. Oh, great.

Sharon Cline: [00:30:47] I don’t play video games, but I’m imagining, but just not even realizing how much that’s impacting what they’re experiencing. Yeah, but what’s cool is your journey has been, like you said, twists and turns. But along the way, you’ve learned very valuable lessons to put you in this space of appreciating where you are now. You wouldn’t have before if you hadn’t experienced those things.

Speaker3: [00:31:08] Absolutely.

Sharon Cline: [00:31:09] If you could talk to your younger self, what would lesson would you want your younger self to have known before you started your where you are now in your job?

Zach Goodfellow: [00:31:19] Well, there’s the easy cop out answer.

Speaker3: [00:31:21] Of like, what is that?

Zach Goodfellow: [00:31:22] I wouldn’t change anything because everything I’ve done brought me to where I am today.

Speaker3: [00:31:25] Like that’s is that the cop out? There’s truth to that for sure.

Zach Goodfellow: [00:31:28] But that’s a boring.

Speaker3: [00:31:29] Answer. All right, be creative here.

Sharon Cline: [00:31:31] I’m just kidding. No, I think the same thing.

Zach Goodfellow: [00:31:33] I would love to tell myself, like, you know, trust the process. I would love to have an answer on how to get rid of that whole imposter syndrome thing to myself, but I still haven’t found that answer, and I’m not sure we’re ever meant to. I think that’s a sign that you care about things. So maybe that’s the lesson. Like, hey, the imposter syndrome is a good thing. The fact that you don’t think, even though you put all this work in, that you’re good enough to do anything with it, it shows that you care about it, and that’s a sign that you’re going to be okay. Um.

Sharon Cline: [00:32:08] That’s very interesting twist on that. Given that if you didn’t really care, if you didn’t care if it succeeds or not, or if you’re good at it or not, you’re just you’re not invested enough.

Zach Goodfellow: [00:32:18] You’re not phoning in. I don’t think anyone with that mentality where I’m just trying to I’m just trying to get it out and do it, whatever. I don’t care about it. Like they’ll find quick success, sure, but I don’t think that’s sustainable. I don’t think anybody ever like, finds their. I’m good in that place.

Sharon Cline: [00:32:37] Right where they can feel as if they’ve. Succeeded as much as they possibly can. They’re just getting paid to to show up and say the words or do whatever. Yeah.

Zach Goodfellow: [00:32:48] It’s empty. You’re never going to be fulfilled with that. You know, that’s that’s one of the feelings that, you know, I always ended up coming back to music through the sales and the marketing and all that. It’s like it was always a this will work for now. Feeling this is cool for now. But why? You know, like why why not go do the thing right now? Why not? Why not put your effort into something that you can rather than say this will work for now. You can say this will work forever. That’s I mean that’s know that’s probably it might be a young overambitious thing to think but like that’s. I just I that’s how my brain works. I’ve never even like my wife. I asked her out in high school. She was my really only girlfriend. Like I’ve never been into. Like, if I’m going to take you out to dinner, there should be a plan here.

Speaker3: [00:33:41] I’m not.

Sharon Cline: [00:33:41] It’s not just for now.

Speaker3: [00:33:42] Yeah, I’m not interested. What are we.

Zach Goodfellow: [00:33:44] Wasting our time for? You know, and I see the same thing as far as my career goes. Like, if I’m doing this job and you have side jobs, like, I wait tables now to make the the creative thing a little bit. I don’t have to put as much pressure on it. That’s fine. But something that takes your 40 hours a week energy. Why would you give that to something that’s not inspiring you for tomorrow? You know, how.

Sharon Cline: [00:34:05] Many people do you think? Don’t think that way.

Speaker3: [00:34:07] Oh, so I think most most people.

Zach Goodfellow: [00:34:09] Absolutely most people. Because it’s really scary thing to think that way. There’s a lot of because the world’s going to tell you you’re crazy because no one else thinks that way, and you really have nothing but your own, like faith and self belief to lean on when the world’s telling you you’re crazy for thinking that way. So it’s very difficult and very scary to think that.

Speaker3: [00:34:29] Way, and lonely.

Sharon Cline: [00:34:30] In some.

Speaker3: [00:34:31] Ways, very much so.

Zach Goodfellow: [00:34:32] If you if I didn’t have my dad and my wife, who are both also very creative like that, my mom too, like if I didn’t have people to lean on, I’d probably still be at the sales job because it’s a scary it’s a scary leap to take, you know.

Sharon Cline: [00:34:46] And you don’t know anybody that’s doing that exact thing right in your world, right?

Speaker3: [00:34:50] Right.

Sharon Cline: [00:34:50] Yeah. So you learn the hard way. Yeah.

Speaker3: [00:34:53] For sure. Is there a.

Sharon Cline: [00:34:54] School that teaches you how to do this?

Zach Goodfellow: [00:34:57] I have. I mean, I haven’t come across I could ramble about my my opinions on college.

Sharon Cline: [00:35:02] Well, I’m thinking, is there a like like I went to a voiceover school.

Speaker3: [00:35:05] Yeah, there.

Sharon Cline: [00:35:06] Have to.

Speaker3: [00:35:07] There are courses. Absolutely. There are online courses.

Zach Goodfellow: [00:35:10] Oh, okay. Um, I mean, I could, I could list them. I know a couple off the top of my head.

Sharon Cline: [00:35:15] I mean, that’s okay. If there’s anyone that wants more information, I would like to at the end have them. Okay. Cool. Be able to contact you.

Zach Goodfellow: [00:35:21] There’s a there’s a couple that I would highly recommend, ones that actual like online university. You can get a postgrad degree.

Speaker3: [00:35:27] Oh no way. Who knew. Yeah.

Zach Goodfellow: [00:35:29] So they exist. They’re just obviously it’s not very commercial. So they fly under the radar a little more, but they’re out there.

Sharon Cline: [00:35:35] When do you think that this video game that you were able to be part of will be released? Do you know.

Zach Goodfellow: [00:35:42] Last I heard, it’s I believe it’s been delayed a couple of times. That’s why I’m a little confused on it, but I believe they’re doing like a closed private access, like testing.

Speaker3: [00:35:55] Like beta testing. Yeah.

Zach Goodfellow: [00:35:56] This month you can go on their website valaria, games.com and sign up for it. I believe the game is supposed to release early 2024 like first couple of months of.

Speaker3: [00:36:06] So it’s coming.

Zach Goodfellow: [00:36:06] Yeah, it’s almost here.

Sharon Cline: [00:36:08] Well, imagine what will happen when people play this game and then your name gets out. I’m just to I’m just.

Zach Goodfellow: [00:36:14] I, I’m just excited to be able to download it on the App Store.

Speaker3: [00:36:17] Yeah I was part of that. That’s going to be cool.

Sharon Cline: [00:36:22] I like that you focus on feeling because so many parts of business have absolutely nothing to do with feeling. It’s paying the bills and it’s what is that left brain, you know, cost benefit, those kinds of things. But people are the heart of business and people are inherently obviously feeling so building relationships with people, honoring what you’ve said, making someone feel safe, making someone feel like they can rely on you, making someone’s quality of life better, and all the various businesses that we’ve had on the show are all very important to business. And so many people do talk. They do talk about how they want to be relied upon, and they want to be considered competent and have pride in their work. But I like that you focus on how much music makes someone feel so different, because all of us have had those moments where we’ve heard a song from our childhood and we can remember there’s such a crazy tie and I don’t even understand it, but a crazy tie between our emotions and what we hear.

Zach Goodfellow: [00:37:20] Yeah, and it’s really hard to explain.

Sharon Cline: [00:37:23] It is, it is, but I’m sure people all can understand it. So I hadn’t really thought about that side of what you do, talking about how much you have the the feel behind your inspiration. So translating a feeling into something you hear is, I don’t know, a leap in my mind. It is. It’s like you’re trying to get my brain.

Speaker3: [00:37:43] When you hear.

Zach Goodfellow: [00:37:44] Musicians talk to each other, it makes no.

Speaker3: [00:37:45] Sense whatsoever. Like I.

Zach Goodfellow: [00:37:47] Want that. I just want it to sound chewier.

Speaker3: [00:37:49] Yeah. Like, you know, like there’s.

Zach Goodfellow: [00:37:51] Never any terms that make any sense.

Speaker3: [00:37:54] Yeah, like more.

Sharon Cline: [00:37:54] Staccato, because that’s going to make it feel this way or like, you know, choppy or whatever, because it’s going to make it feel chaotic or it’s hard to put those.

Speaker3: [00:38:00] Words together.

Zach Goodfellow: [00:38:01] My dad and I just finished a theme song for a game that’s coming out, and it’s like a it’s like a science fiction horror game. It’s like mutants and stuff like that. So we wanted it to sound scary, but we kept it was never we don’t speak in theory terms. It was always like, no, this sounds like this sounds like it’s haunted. I want to sound like we’re being hunted. It’s very different feelings.

Speaker3: [00:38:22] Like, you know, so that’s how.

Zach Goodfellow: [00:38:24] You discuss it, because it’s got to be. It’s got to be vibes. It’s got to be feelings. You know, I’m not a very I don’t know, a whole lot of music theory. I’m not a very technical person. It’s just it doesn’t feel right. I can’t I can’t tell you why that part sounds too happy.

Speaker3: [00:38:38] It’s just stuff like.

Sharon Cline: [00:38:38] Doesn’t sound scary enough or haunted enough. Yeah, or lonely enough or whatever.

Speaker3: [00:38:42] It is exactly.

Sharon Cline: [00:38:44] Fascinating to me.

Speaker3: [00:38:45] Yeah, it’s.

Zach Goodfellow: [00:38:45] A universal language, you know? It’s just everyone doesn’t matter if you speak English, Spanish, Japanese, whatever. Like, I can play you something that sounds scary and you’re all, everyone’s going to feel unsettled, like you put strings out of tune together. That doesn’t feel good. That’s just fun to play with that.

Sharon Cline: [00:39:01] I haven’t told this story since high school, but when I was 15, I was able to go to Japan for a month through an exchange program. It was a group of us from the United States went to Japan, and we had a host family, different host families, and we got to know these people. The next summer, they came over to the same families and people we knew. They came over to visit with us in the US. And something so cool and obviously challenging when you’re a teenager. We couldn’t speak Japanese. I mean, there are certain phrases I knew, but the translation issue was real and we had translators. But one of the moments that I always was stuck with me was we were in front of a piano in a school at one point, and one of the Japanese students sat down and started to play a classical piece. And then one of the United States or the American students knew that piece and sat down together. Amazing. And they played the same song like, you know, complimenting each other. And it was just a wonderful way to, like, have a, have a sharing moment that had absolutely nothing to do with that particular language, but but be able to share music. Yeah. And it was like a little intimate connection. Yeah. That they were able to have. And I always thought how important music was in seeing that, because it just was heartwarming in some way. And they were like smiling at each other. And it was a sweet.

Zach Goodfellow: [00:40:25] That’s a connection that. Yeah, you can’t you can’t compare that.

Sharon Cline: [00:40:28] No, I mean, no matter. And there were no words spoken. Yeah. It wasn’t about the words. So it was really.

Speaker3: [00:40:34] You go to a.

Zach Goodfellow: [00:40:35] You go to a concert and be arm in arm with two strangers that speak totally different language, but you’re singing the same song together and you’re joined together in.

Speaker3: [00:40:42] That doesn’t matter. The energy. Yeah.

Sharon Cline: [00:40:44] I went to a Bruce Springsteen concert.

Speaker3: [00:40:47] Yeah, you made a lot of friends. Then it was like with my.

Sharon Cline: [00:40:51] Cousin who travels the whole, he’s lucky enough to travel the world because he’s a huge Springsteen fan. He goes to almost all of his concerts. I mean, they’re Springsteen people that this is what they do and they all know each other. But I was not the biggest Springsteen fan at the time, and so I was happy to go to accompany him. He was here in Atlanta and we were watching, you know, we were very close up to the stage. And of course, he’s playing these, these classic songs and everyone’s just singing. And there was a moment where I was just not really listening to the song, but observing the crowd and seeing everyone on this same wavelength was so powerful to me, because I actually wasn’t on that same wavelength. I was able to kind of look, look around and observe what people are all experiencing in this moment. My emotions weren’t caught, but all of theirs were, and it was neat to see, and I was. I can still remember looking around was sold out. I don’t even know how many people were there. It was in is it Philips Arena? It’s not called a State Farm arena. I can’t remember one next to CNN. So watching all of these people really feel this bond and like you said, all of a sudden they’re all friends. Yeah. There’s just you can’t you can’t quantify it, qualify it. It’s just an energy just feeling.

Speaker3: [00:42:07] Yeah. It’s just a vibe.

Sharon Cline: [00:42:09] Well, I’m excited to see where you go.

Speaker3: [00:42:11] Oh, thank you so much. Thank you. Me too.

Sharon Cline: [00:42:15] It sounds to me in just a quick sum up, is that you’ve continued to go with your gut on what feels right.

Speaker3: [00:42:22] Trying to and what.

Sharon Cline: [00:42:23] Doesn’t is very valuable to right. But it’s led to you, led you to some really amazing experiences and tapping into an energy that brings you a lot of joy. And I think anything that has that joy to it means you’re on the right path 100%. So now that you know what that feels like, I guess, and you have known for so long, it’s nice to see as you go further in your career and you’re tapping into that more and more what the world has for you.

Zach Goodfellow: [00:42:48] Yeah, it’s just exploring. You know, I just read a book for any creative I highly recommend. It’s called The War of Art by Steven Pressfield. Very easy read. It’s like he breaks it up into like it’s like a page, a chapter, just it’s like a parable every day kind of thing. Um, I just completely lost why I brought that book up. What were we just talking about? Following joy. Oh, um. He compares decision making and how to how to actually I think I’m quoting the wrong book. I’m going to commit to it.

Sharon Cline: [00:43:21] It’s we’re going with that.

Speaker3: [00:43:22] Comparing like.

Zach Goodfellow: [00:43:23] Making essential decisions and knowing how to follow your gut more honestly is and I’ve been practicing it for a couple of weeks and it’s serving me pretty well. But it’s either a hell yes or a no. Never allow yourself to take something where it’s like, yeah, I guess, I guess that’ll work. Like that’s that’s a waste of your time. If it’s not absolutely, then it’s a no. Because if you if you accept opportunities that are kind of cool, it means you’re turning down a hell yes, that’s coming in the near future. And I can 100% attest to that in my past, where the I guess this works caused me to lose sight on all the hell yes as I could have had, and I’ve never once regretted taking something that was a hell yes for me in the moment. So I’m trying to practice that more, more often now. And it’s definitely it’s been a helpful exercise in trusting your trusting your gut.

Sharon Cline: [00:44:13] It’s well, it encourages you to always be in touch with your gut, right? Because oftentimes I can shut that off and just be like, well, I have to do this because. Right, right. I can tell you a thousand reasons why, right? But my gut is like, what? We’re not involved at all.

Speaker3: [00:44:28] Like, yeah.

Sharon Cline: [00:44:28] But well, that’s it’s intellectual. It’s I can justify. But if I’m in touch with my gut, that’s completely different. Right. And it’s actually I’m thinking about it now. It would be honoring myself so truly that imagining myself living that way, I like I have like an initial resistance. And it makes me wonder why why.

Zach Goodfellow: [00:44:51] The whole Art of War book is labeling that resistance. It’s such a fascinating read, and how that resistance is your your gut or your heart or whatever. I’m not sure exactly what term he uses, but it’s it’s you trying to protect yourself from the scary thought of pursuing that thing you want and not getting it. And that’s why all creatives deal with so much resistance is because we care about the outcome so much, we can’t handle the fact of we could fail at getting it, and.

Speaker3: [00:45:18] The disappointment will be too much.

Zach Goodfellow: [00:45:20] So we talk ourselves out of even trying, because if we never try for it, we can’t fail.

Sharon Cline: [00:45:24] Yeah, we’re not disappointed.

Speaker3: [00:45:25] Yeah.

Zach Goodfellow: [00:45:26] And that resistance becomes so convincing, right. You can easily just oh I couldn’t I couldn’t go write music for video games because that’s that market doesn’t even exist. I only have a sales degree. I’ve never done this before. They’re all valid reasons, which makes it even more difficult and scary to deal with. But it’s yet another like if you’re feeling that that’s the direction you lean into. You only feel that towards things that are really important to you. Wow, that’s such a good book.

Sharon Cline: [00:45:51] Because I just felt it right now. So I’m like, oh.

Speaker3: [00:45:53] So that’s that says a.

Zach Goodfellow: [00:45:54] Lot. That’s something for you to at least explore, you know, don’t dive head first into it, but read in a little bit more, you know?

Speaker3: [00:46:01] Well, I really.

Sharon Cline: [00:46:02] Appreciate you giving me some very valuable information on myself.

Speaker3: [00:46:06] I’ll be happy to share.

Zach Goodfellow: [00:46:07] I do a lot of reading and self exploration, so it’s nice to just talk to another human and not my own brain.

Speaker3: [00:46:12] Yeah.

Sharon Cline: [00:46:14] Yeah. I’m not always happy with my own brain is not always the happiest place, you know.

Speaker3: [00:46:18] Clearly creative minds.

Sharon Cline: [00:46:21] Well, how is there anything I can do that that helps you in this world?

Zach Goodfellow: [00:46:25] This has been an incredible experience in itself. Thank you so much for having me on. You know, I just keep doing what you’re doing. I think I think this show that you’ve built is really awesome to do exactly what we have both talked about wanting to do and inspiring other people who are afraid to take that leap to do so. So just keep doing what you’re doing.

Sharon Cline: [00:46:45] Thank you. And you too. I can’t wait to see where you go. I’d love to have you back on, like, maybe in six months when? Well, you’ll be too busy. You you’ll be moving to LA.

Speaker3: [00:46:55] I don’t know, I’m not going to LA. All right.

Sharon Cline: [00:46:57] Whatever, Canada, whatever happens.

Speaker3: [00:47:00] I’d be I’d be.

Zach Goodfellow: [00:47:00] Honored to be back on. This was a really, really cool experience for me.

Speaker3: [00:47:03] Well, how can.

Sharon Cline: [00:47:03] People thank you? How can people get in touch with you if they would like more information?

Zach Goodfellow: [00:47:07] So both my dad and Maya’s contact info is on W-w-w dot captain Hook Media.com I’m on pretty much all social medias. As for Captain Hook underscore Zac okay, I’m happy to, you know, happy to talk, reach out with whatever doesn’t matter me. But Captain Hook Media is probably going to be the easiest thing to find.

Sharon Cline: [00:47:29] Excellent. Well, thank you so much, Zach. It’s been such a pleasure to chat with you. Last time it was a very short one. We just talked about voiceover things, but getting to know what you’re involved in and also seeing how you use your creative side to bring so much joy to your life. And and like I said, being true to yourself is incredibly inspiring to me. And I think a lesson I needed to hear today. So I’m really grateful that you spent this time with me.

Speaker3: [00:47:53] Well, I’m grateful.

Zach Goodfellow: [00:47:54] That I said something useful.

Speaker3: [00:47:55] So thank you, thank you, thank you so much for.

Zach Goodfellow: [00:47:57] Having me on. This was really an honor. I really appreciate you inviting me.

Sharon Cline: [00:48:01] My pleasure. And thank you all again for listening to Fearless Formula on Business RadioX. And again, this is Sharon Cline reminding you that with knowledge and understanding, we can all have our own fearless formula. Have a great day!

 

Tagged With: Captain Hook Media

Buffy Payne with Outer Circle Foundation, Kimberly Brenowitz with Animals Deserve Better and FocalPoint Coach Todd Masters

November 21, 2023 by angishields

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Charitable Georgia
Buffy Payne with Outer Circle Foundation, Kimberly Brenowitz with Animals Deserve Better and FocalPoint Coach Todd Masters
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Buffy-Payne-bwBuffy Payne, with Outer Circle Foundation and C-Suite for Christ,  is a Dynamic Global Security Leader with 25 years of demonstrated experience in identifying risk and developing plans to mitigate with minimum impact.

She is keenly interested in emerging trends in the financial services sector and seeks to find and implement innovative processes and tools to help reduce risk for companies.

Buffy has the unique ability to see business from a holistic perspective due to significant cross-training experience and has been progressively promoted throughout her career due to consistent delivery of exceptional results.

Her focus on both customer and employee satisfaction yields optimal management style with superior business results. Buffy is an excellent law enforcement partner and maintains significant range of contacts and willingly shares in education of industry trends. She comfortably applies delegation, empowerment, and leadership skills in dynamic environments.

Buffy’s professional experience includes working as the Director of Global Security and Crisis Management at a Global Manufacturing Company. As head of global security, Buffy is responsible for developing, implementing, and managing a comprehensive Global Security strategy and program. She is responsible for defining global risks, assessing vulnerability, and assisting management with the implementation of efficient and cost-effective countermeasures designed to mitigate business risks.

This includes all aspects of physical security, personnel security, information protection, crisis management, executive protection, investigations, and security administration. Additional professional experience includes working as the Director of Global Security Investigations and Credentialing at Equifax and Team Leader-Fraud Prevention & Investigations as well as Customer Service, Lending Operations, and Capacity & Budget Supervisor at JP Morgan Chase.

Buffy’s extensive industry involvement includes Board of Directors, International Association of Financial Crimes, President, International Association of Financial Crimes Investigator (IAFCI), Southeastern Chapter, Treasurer, High Technology Crimes Investigations Association (HTCIA), Committee Member, JPMorgan Chase Corporate Suspicious Activity Report Governance Committee, Member of the North Georgia, and North Alabama Identity Theft Task Force.

Buffy’s professional certifications include Association of Certified Fraud and Examiners (ACFE) and Adult AED, CPR, and First Aid. Buffy received her B.A. in Criminal Justice with focus in Forensic Science, at the American Intercontinental University in Atlanta, Georgia, Business Administration at Southern Polytechnic State University in Marietta, Georgia, Graduate, Business Management Program at Hamburger University (McDonald’s) in Oakbrook, Illinois, and Certified Six Sigma Green Belt at JP Morgan Chase.

Kimberly-Brenowitz-bwKimberly Brenowitz is a Master Dog Trainer specializing in the training of Service dogs for those with disabilities such as Autism, Diabetes, Hearing, Medical, Mobility, Psychiatric, PTSD and Seizures.

Kimberly is certified with EARS (United Animal Nations) now known as Red Rovers bringing animals from crisis to care, Delta Society now known Pet Partners and is an evaluator and handler with her registered therapy dog Troy, CERT qualified ( Community Emergency Response Team Cobb County, GA) for disaster relief, and is also certified in animal first aid with the American Red Cross.

Kimberly is a member of APDT for dog trainers and a member of the Humane Education Association. Kimberly is also a member with the International Association of Assistance Dog Partners and The Association of Pet Dog Trainers.

Kimberly matches between 20 and 30 service dog teams a year and has rescued over 3,000 animals since 2004.

In 2019 Animals Deserve Better, Inc filed for and was granted a dba ” Paws For Life USA ” as this name is more in keeping with the Service Dog program that has been the main focus of the organization since 2010.

Todd-Masters-bwTodd Masters is an Atlanta-based FocalPoint Coach, and his ideal client is a hardworking and motivated business owner determined to grow and stabilize their business.

Todd’s ideal client values honesty, ethical practices, and expert guidance and is open to embracing technology and innovative solutions.

They prioritize building a healthy, efficient, and profitable business while maintaining a work-life balance. They seek a supportive coaching approach with actionable strategies for long-term success.

With a diverse background that includes serving in the Air Force, owning a franchise and small businesses, and excelling in corporate executive leadership roles in sales, marketing, and strategic planning, Todd brings a wealth of experience to the table.

His expertise lies in strategic vision and planning, optimizing operational efficiency, devising effective sales and marketing strategies, fostering leadership development, and conducting thorough operational analysis. Having personally experienced the impact of doubling sales revenue through successful campaigns, Todd provides actionable advice to struggling business owners.

This transcript is machine transcribed by Sonix

TRANSCRIPT

Intro: [00:00:07] Broadcasting live from the Business RadioX studios in Atlanta. It’s time for Charitable Georgia. Brought to you by B’s Charitable Pursuits and resources. We put the fun in fund raising. For more information, go to B’s Charitable Pursuits dot com. That’s B’s Charitable Pursuits dot com. Now here’s your host, Brian Pruitt.

Brian Pruett: [00:00:45] Good fabulous Friday. It’s another fabulous Friday morning and we’ve got three more fabulous guests. Just a little bit of housekeeping. We will not be here next week on Black Friday because the studio front door will be locked and I can’t get in. So there will be no show so everybody can go shopping and get up early. Hope everybody have a great Thanksgiving. So like I said, we got three more fabulous guests this morning. And this is the first time listening to Charitable Georgia. This is all about positive things happening in your community. And we are going to get started this morning with Ms. Kimberly Brenowitz From Paws for life. I said that right, didn’t I?

Kimberly Brenowitz: [00:01:15] You did indeed, yes. Awesome.

Brian Pruett: [00:01:17] I always I have to pat myself on the back when I say the right word, because sometimes I mess them up, so. Well, first of all, you have an accent. Where’s your accent from?

Kimberly Brenowitz: [00:01:25] All right. I was born in Scotland, in the United Kingdom.

Brian Pruett: [00:01:28] Awesome.

Kimberly Brenowitz: [00:01:28] Yes. Unfortunately, too many years in the United States have sort of, like, kind of put a tinge on it, though.

Brian Pruett: [00:01:33] Well, I still it’s good to me, I like that, I like it. So you guys, like I said, you’re from paws for life, which we’ll get into for a second. But if you don’t mind, share a little bit more about your background and how you got into that, and then we’ll talk about what you guys do.

Kimberly Brenowitz: [00:01:44] Oh, absolutely. Yes. I’ve always had animals, German Shepherds, horses throughout my entire life. And when I graduated and I came over to the United States for a job, I ended up starting a riding school, and I got a stables in Sarasota, Florida, and started teaching down there, training horses, training dogs. My niece has cerebral palsy, so I would have her friends and family come out and we would do horse riding trails with them. So I got more and more involved in dealing with those with disabilities, and decided that this is something that I really would like to get into more and went to school, got all my designations. I had to do it like over a period of time because I had to, of course, keep working to be able to pay to do that. And then when my husband and I relocated to Atlanta, Georgia, I decided to make this a full time commitment and opened up a 500 and 1C3 nonprofit and have been training service animals since then. Awesome.

Brian Pruett: [00:02:41] Well, I have a sister in Sarasota, so it’s really kind of muggy down there.

Kimberly Brenowitz: [00:02:44] Yeah, I love it. I’d like to go back, but my husband won’t go back to Florida. No.

Brian Pruett: [00:02:48] Well, they do have soft beaches. I’ll give him that. That’s a nice, soft beach.

Kimberly Brenowitz: [00:02:51] It’s changed a lot over the years though. So. Yes.

Brian Pruett: [00:02:54] So you guys just train dogs or you have other animals that you train?

Kimberly Brenowitz: [00:02:58] Okay. So we actually for our service animals, there are only two animals that are allowed under federal law. One is of course dogs and the other one is miniature horses. We also do therapy dogs and they can be any kind of dog is a family pet or a dog that’s trained to go into nursing homes and children’s hospitals. And then the other one we work on is emotional support animals. That can be any basically most like 12 or 13 different types of animals bunnies, guinea pigs, llamas that can be somebody’s own emotional support but doesn’t get the full aspect of service dogs.

Brian Pruett: [00:03:32] I’ve seen a video of supposedly an alligator with somebody’s support animal. I don’t know that I would.

Kimberly Brenowitz: [00:03:36] Trust that either. I’ve had peacocks and I’ve had snakes and yes. So no, I don’t think I think it has to have feet. Yes.

Brian Pruett: [00:03:43] Well, I’ve got a friend who’s Daniel Lathrop. He was on the show. He’s actually a veteran and owns 1041 K9 dog training and stuff. And he used to work for TCA down in Florida, and he was talking about the animals that would come through there that were just. He had a I think he told me there was a ferret. Yes, there was emotional support animal. I’m like, and those guys stink. I had a roommate that had one of those. They stink all the time. So do you have a specific animal that your favorite.

Kimberly Brenowitz: [00:04:08] German Shepherd has to be my dog of choice. Yeah. And why is that? I love them, I don’t know, I mean, I’ve had German Shepherds in my family since I was, like two years old, and they’re just incredibly smart and intelligent dogs. That’s just for me. But, I mean, all dogs are absolutely wonderful and beautiful. It doesn’t matter what breed they are or what type they are, they all have their own individual personalities. So basically train any type of dog to be a service dog depending on what the disability needs are.

Brian Pruett: [00:04:33] So I didn’t get to actually talk to you and meet you in person at the golf tournament that Buffy and Matt did. And that’s where I met all three of you. And well, I met Buffy before then, but but my my favorite dog that you have was Rufus. Rufus?

Kimberly Brenowitz: [00:04:45] Yes.

Brian Pruett: [00:04:46] Rufus was giving I got pictures, him giving hugs to a lot of people. That’s just awesome. Tell us about Rufus.

Kimberly Brenowitz: [00:04:50] Yes. So Rufus is a Great Pyrenees poodle mix, and he’s probably about 120 pounds right now. He’s about the size of a miniature horse. And I actually have his sister Jojo. So both of them are very similar. They’re both about the same type of height, except she has more of the curvy female look and he has more of the guy dog long legged, long body look. But his. Yes, they’re both in training to become service animals. And Rufus is just you know, he’s I’ve definitely got to put a blog out for him because he’s just a typical large, bobble headed, black and white mop. That is absolutely just his love.

Brian Pruett: [00:05:24] Well, and like I said, I mean, he was literally giving hugs like he was up on his hind feet, paws on the shoulders. Yep. And that was just really cool.

Kimberly Brenowitz: [00:05:31] So his trick for the paws on the shoulders is, is basically he’s doing pressure point therapy. So by standing up and putting his paws over your shoulders, he has to have his elbows at one side of the front of your shoulders and his. Risks at the other side so that he’s doing pressure point therapy to help you. Oh, wow. So that’s the reason why we teach the hug one to make you feel good. And the other one is because he’s actually helping you, your body and your mental state of mind as well. So this is some of the things that his task trained for. That’s awesome.

Brian Pruett: [00:05:59] Well, I got to tell you, I had an ex girlfriend who had a puppy. Australian shepherd. Oh, nice. And things were starting to go bad with us. And I was at I was at her house while she was at work, still taking care of the dogs when things starting to go bad. And I was in the living room crying, sitting on the couch. And this puppy was a puppy. Like a puppy puppy. He came over and gave me a hug like he was just automatically knew there was something wrong. Something. Yeah, right. That was awesome.

Kimberly Brenowitz: [00:06:24] So they’re so intuitive. I mean, they’re incredible. I mean, where else, you know, can you get an animal that loves you unconditionally, will listen to everything that you have to say and not contradict you, and can detect all of your medical disabilities and try and help you tell you about it, and then give you the love for it afterwards. I mean, it’s just amazing.

Brian Pruett: [00:06:41] We have a veteran that comes to our church who has a golden noodle. Oh, nice. That’s and he detects when he’s about ready to have a seizure. Yes. It’s pretty awesome. So yeah.

Kimberly Brenowitz: [00:06:49] That’s a that’s a good one to work with.

Brian Pruett: [00:06:51] We we were talking a little earlier about the miniature horses and stuff like that. So how is it different training those versus the dogs.

Kimberly Brenowitz: [00:06:59] Actual fact horses can detect muscle movement in a human a little bit faster than dogs can, because dogs detect, first of all, by muscle movement and then by, you know, different things going on and scent, whereas horses are like a few seconds ahead of that. So they are actually more in tune with the human at that early initial stage. They’re just the same thing. They’re just as loving. They can be housebroken. They’re like 28in or 29in at the height. And for somebody who has mobility, for example, the general life of a miniature horse is like 30 years or 35 years, whereas the life of a large Great Dane or something is probably 8 to 10 years. So for somebody who has chronic mobility issues, sometimes it’s easier to get an animal that’s going to live longer, to be able to help them, then to have to go through 2 or 3 dogs versus one, one miniature horse. It’s just that people have they see a miniature horse on an airplane and they go, so a miniature horse in a grocery store, and it’s just something that you don’t see very often, I think because people with disabilities that have to take their animals, either their dog or their miniature horse, with them, it just makes you stand out from the crowd. So I think most people choose the dog instead of the horse, and the horse probably would actually benefit more in a mobility situation.

Brian Pruett: [00:08:15] Well, it’s definitely, definitely a conversation starter too. I’d walk up to somebody and say, can I pet your horse?

Kimberly Brenowitz: [00:08:20] Exactly.

Brian Pruett: [00:08:23] So do you guys solely work with veterans or do you work with other individuals?

Kimberly Brenowitz: [00:08:27] No, we work with we work with veterans, first responders, active duty and all the others in between. So and our youngest is three months and our oldest has been 87. Wow. As far as those that we have provided and are actually currently working with as far as service dogs or therapy dogs, but mostly service.

Brian Pruett: [00:08:48] So how do you determine which animal is best for an individual?

Kimberly Brenowitz: [00:08:53] Okay, so that’s a really good question. The thing is, if like for example, if your goal is that you want to run a marathon, the last thing that we’re going to do is match you up with one, a dog breed that you don’t like, or to a dog that can do like 25ft and then collapse because you’re so exhausted, like a mastiff or something. Masters aren’t meant to run, they’re meant to pull, and they’re meant to be like dragging something and holding you up. So we would place you more like with a dog that is like a husky or something, that that’s going to be able to keep you up. We did have one gentleman who was active duty. He got involved in an accident. He was in hospital at Grady for numerous times, and we provided him with an American, an American dog, native engineered dog, and big dog meant to drag things around and help the Indians when they were moving their wigwams and stuff like that, going back many, many years. And because they felt that he was going to end up in a wheelchair, not being able to use his legs because of the travesty that had happened to him. And it ended up that bringing the dog to him and working with him through his therapy sessions at Grady and everything else, he just rallied from a person that was given a sentence that he may never walk or live again, to being able to say, I have something to live for.

Kimberly Brenowitz: [00:10:09] And he then started working with his dog, and in about 6 or 7 months, he actually ended up walking out of Grady with his service animal at that time saying goodbye to everybody. He went into rehab for a while. Rehab told him, you’re doing so well, you don’t need to do it. So he actually went back into active duty. And at that point in time we said, you are doing so well that this dog is not the right match for you anymore. So we are going to trade out this big dog for somebody else who needs a mobility dog. And we’re going to give you a dog that’s going to be give you a challenge, going to make you be better than what you are right now. So we ended up getting him a malamute who was definitely full of energy. And we went and we met him and he was eight weeks old at the time and it was a love connection. They just fell in love together. And so the fact that dog and he were back on active duty and they they’d been on tour, they’ve done their, you know, the process. They were down on the, on the, on the wall. They’ve done a whole bunch of things.

Kimberly Brenowitz: [00:11:06] And he actually now he and his dog can run up and down Stone mountain. Wow. It’s just incredible. From from the beginning to the end of this young man’s life. And he was like 20 when it happened. So it’s just an incredible story of putting the right match with the right person. And just because you have a dog to start off with doesn’t mean that, you know, in five years, where do you see yourself being? So that’s one of our challenges. When we match you, what type of breed do you see yourself being attached to by the umbilical cord for the next 10 to 12 years of your life? And where do you see yourself wanting to be? So right now you’re in this position. Where do you want to be? Do you want to be? Go out and go and swim. Do you want to go out and you know, or do you want to stay home and just play video games? What is it that your goal is? And we want to try and help you reach that goal, using your dog to be able to help you get out the door, do the work that you need to get done to achieve what you want to do at the ultimate end of all of it. So yeah, it’s a great match process.

Brian Pruett: [00:12:03] Are there certain breeds that you can’t work with, or can you work with all and train all the breeds?

Kimberly Brenowitz: [00:12:08] Yeah, you can work with most breeds. Of course. Some are more stubborn than others. For us, we want to work with dogs that have that stubbornness because we need them to do deliberate disobedience. Which means if you tell your dog to go and stay in that corner and don’t budge till I need you or tell you to do something else, we want to make sure that that dog is going to stay there and is not going to move unless there’s something going on with his handler, his human, in which case he would be deliberately disobedient and he would leave that order to let you know that, hey, I’m going to show you a task because I’m telling you something’s going to happen or you’re going to have a seizure, or you’re going to have, you know, a diabetic low. So any life saving task that the dog has been trained to do, that’s the reason why the dog will disobey. So it has to be really critical. And the dog has to know that this is what I need to do. So most dogs, you know, will go ahead and do that with a lot of training. But that’s why it’s so important when you’re first working with with the animals, is to make sure that you pick the right pick. So here’s an example. For example, if you’re going to find a puppy or a dog for someone who’s a paraplegic. And so you go and you look at the litter of puppies like goldendoodles or Labradors or whatever, and you take each one of the puppies individually in the litter, and you take a piece of paper and you scrub it up into a ball and you throw it across the floor.

Kimberly Brenowitz: [00:13:20] You don’t want to take the puppy that runs in the opposite direction. You want to take the puppy that runs towards the crumpled piece of paper, picks it up and brings it back to you, because that paraplegic or that quadriplegic is going to need a dog that will pick up the remote or pick up a card on the floor or get, you know, go and get your water out of the fridge. So the abilities at that age and we start doing that about four weeks. You can’t do much at four weeks, but we have a general idea, and it’s about 7 or 8 weeks of that puppy’s age that we think, okay, we’ve gone through the litter. This is the type of breed that this individual wants. So we have a choice. Is there nobody in the litter that’s going to be the right match? Then we wait for the next litter or we find another one. If there is a good match in there, then we’ll take that pup. We’ll work with that pup for a while. If the pup is still being consistent, then we put the two together and we train them together from that point on for the rest of the working life of that dog.

Brian Pruett: [00:14:10] Are there age groups? I mean, you mentioned puppies. Do the dogs get to a certain age where you can’t train them?

Kimberly Brenowitz: [00:14:16] You can always teach an old dog new tricks.

Brian Pruett: [00:14:18] There you go. There you go.

Kimberly Brenowitz: [00:14:19] You can always do it for service animals. You know, so many people think that, you know, here you have this dog who’s three years old, he’s got his public access test and he’s tasking under federal law. And that’s the stop. Here’s the dog. This is where I’m at. But the problem is disabilities don’t change. Disabilities keep moving and they alter and medicine changes and lifestyles change. And so we’re with that dog. When we place that puppy with you and we’re available 24 over seven for that individual, that dog is going to change. So they need to go back and they need to do refreshers. They need to add more things. If they change medication then that changes the scent. Because whatever you put into your body, you smell like. And so the dog has to be tweaked a little bit to be able to keep going on and functioning to the best of their ability for their handler.

Brian Pruett: [00:15:04] Well, you know, we were talking I was just asking reason I was asking about the breeds is because there are certain breeds out there, mainly a pit bull that always gets a bad rap, and it’s because people will train them to do what they’re not supposed to do.

Kimberly Brenowitz: [00:15:13] It’s the human in that element as far as that’s concerned. But I mean, we’ve got some great pit bulls and bully breeds in our program, and they’re absolute marshmallows. So, you know, it’s a stigma, just like Rottweilers, German Shepherds, Dobermans. I mean, I’ve had all of those dogs at one point in my life. And, you know, it’s all a matter of how you handle them, what you give them. You know, the same thing with children. If you beat your kid, you’re going to have a kid that beats other kids, right? You know, if you beat your dog, you’re going to have a dog that’s antagonistic and just it’s just a rough. Round circle. So love always says a lot.

Brian Pruett: [00:15:45] So what does it look like? Is there different trainings? Well, first of all, before I ask the question, do you on the service animals, are there anything you have to do to as Daniel says, he trains the humans. Do you guys have to also train the individuals to work with the service dogs?

Kimberly Brenowitz: [00:16:01] Yes. So, you know, it’s one of these things is that when we match the pup and we place them with the individual or the young adult dog with the individual, the two of them will be in training with us forever. Okay. Until the working life of the dog is no longer and we either replaced with another dog or they don’t need another dog anymore. But yes, I mean the dogs are the easy part. It’s the human that sometimes causes the problems to get them trained to be able to work with the dog, because by the time our dogs are ready to go out and work in the big bad world with them, they have the capacity of problem solving of a five year old child. And so it’s the humans that have to be kept to be consistent. It’s the humans that have to know what to look for in their dog. And that comes from as far as we’re concerned. That’s one reason why we place our pups or our young adult dogs with an individual, because we want them to each learn their own body language. We want them to be able to say, like, if I place a dog with you, then tell me in two weeks time when you know that that dog needs to go to the bathroom, it’s because you’ve watched that dog and you know the telltale signs and you can read the body language. If you can’t tell me at that period of time whether it’s five minutes after they finish eating or it’s two hours after they finish eating, you and the dog are not living in a good environment together. You’re not functioning together well. So it’s a case of you have to keep pay attention to your dog, and your dog will be contingent, you know, paying attention to you. The dog is the easy part. It’s, you know, it’s the it’s the human in them that have to interact together, which takes the time. So yeah, he’s definitely correct.

Brian Pruett: [00:17:30] There’s the training different for the animals on different types of service for the service animals versus like seeing eye dog or knowing when there’s a seizure about to happen or anything like that.

Kimberly Brenowitz: [00:17:40] We actually in paws for life USA don’t train for somebody who’s totally blind. I can, but it’s something that I prefer not to do because it’s such a, you know, a different dedicated science because the human and the dog is basically the human who is blind is the one that is directing the dog, whereas in unseen disabilities, which is what I deal with an awful lot, is it’s a case of. A different type of training because even though I incorporate an awful lot of the guide dog stuff, by having the dogs look up to make sure there’s no overhanging branch or, you know, looking down on the floor to make sure there’s nothing that, you know, a curb that they don’t have to trip over. We incorporate all that type of training into what we do for our regular service dogs. I mean, they do everything. I mean, they, you know, we teach them to do a whole bunch of things so that there’s no surprises. And it’s always a case of the what if? What if I’m out here and my dog doesn’t do this? Well, we want the dog and the human to know what to do in any given circumstance. So we just work them through every single procedure that we can think of to, to get them to work as a good team, you know, to be able to get them to fly on an airplane and feel, you know, that they’ve been there, they can do that by themselves to get them to go to a Braves game so that they can go to the game and know what to expect, that the dog doesn’t freak out with the fireworks and all the noise to go to a, you know, anywhere, go to a restaurant and not eat the food off the floor so that the handler doesn’t have to worry about the dog, you know, doing this kind of thing. So it’s an ongoing process that they have to go through everything. And that’s Guide Dog as well as, you know, other service dogs.

Brian Pruett: [00:19:11] It’s funny you mentioned the food on the floor because when we were at the golf tournament, I brought my assistant Lauren with me, and she was helping the check in. And one of your other folks was there with a puppy, golden retriever. Oh yeah. And she was laying next to Lauren, and Lauren didn’t realize it. And she laid her chicken biscuit right down by the dog. And the dog never touched it. Yeah, that’s that’s a very impressive. And like I said, this was a puppy. Yes. So how does the training look like for the emotional support versus the the other.

Kimberly Brenowitz: [00:19:39] Yeah. So emotional support actually basically it’s still requires a doctor to say yes, you need an emotional support animal. And that is basically to give somebody comfort and be able to sit in their lap or be next to them so that it can release those endorphins in their brain to make them feel good. The dog actually doesn’t do any tasking, and the dog doesn’t have the same rights of a service animal to go anywhere. So with service dogs, they have the right to go everywhere. The general public is allowed to go except for like some sterile environments, churches and private property. The same thing with emotional support animals. The only difference that they now have, I mean, they used to be able to fly now that to a couple of years ago was taken away from them. But now the only thing they can do is they can go and stay in an apartment complex or a rental house that has a no dog policy, and then they can be given the accommodation to go there, but that’s where their rights end. Otherwise, service dogs, they should have the right to go everywhere, even to, you know, into an Airbnb or something else that says no dogs, right? There’s still a lot of people that want to try and say and deny that to somebody. But yeah, the law says they’re allowed to have them there.

Brian Pruett: [00:20:45] So is there a certain when we’re talking about the training aspect of it, does it do you do the same kind of training for that emotional support that you would do for the other kind? As far as like.

Kimberly Brenowitz: [00:20:55] So emotional support is just working with them. You know, in our program, what we like to try and do is give the dog all the basic and intermediate obedience training. Plus we like to help them with whatever, whatever their disability is, whether it’s anxiety or something else. Along those lines, we like to try and give the dog at least one thing to be able to do for for them as an emotional support. Now that’s not required, but we like to say that this is what we want to do, because we want the dog to be able to help you more than just be a a dog versus the service animal who is trained to do multiple things, cross train to not only help you, but maybe to help your family as well. For example, we have a poodle that’s out there who is looking after a little boy. And so if you’re a mother and you’re changing your son, and all of a sudden you’ve left the diaper rash cream on the table in the kitchen, you can’t leave your child who’s in the bathtub to go and get that. So we trained the dog to go and get it.

Kimberly Brenowitz: [00:21:55] So it’s actually helping the family as well as helping for the individual. So those dogs are highly trained and and they do more than they actually need for the particular disability that they’re working with because we want them to have an all rounded education. And so if we have a dog in the house, we actually have one dog that there is two young girls, the husband and wife, and the dog is for the youngest daughter, but the dog actually serves everybody in the house. And like one of the ridiculous things is, is that they are constantly dropping clothes on the floor. And so they asked me one day is, can you train him to pick all the clothes up off the floor? And I said, sure. I said it would be a great task for him. So he now picks up all the clothes and he puts them in the laundry, diaper and about. I think it was like four months later the husband calls me and I said, hi, how are you doing? He said, can you teach the dog to pick up all their clothes and leave mine? And I said, no, everything goes in the basket.

Brian Pruett: [00:22:48] That’s awesome. So what’s the kind of wildest animal you’ve ever worked with on the emotional support side?

Kimberly Brenowitz: [00:22:53] On the emotional support, I would have to say. It was a rabbit. Wow. Yeah, a rabbit. That rabbit gave me the runaround.

Brian Pruett: [00:23:02] Or the hop around as far as he’s concerned.

Kimberly Brenowitz: [00:23:04] Yeah. Really cute. Yeah. So. Yeah. So rabbit. And I think one of my. I have a couple of favorite as far as service dogs are concerned. Great Danes love Great Danes. They’re great dogs. And of course, Rufus can’t forget because he’s just a joiner. Love forever.

Brian Pruett: [00:23:20] Well, great. And the Great Danes in their name. So we have another family at church who has a Great Dane, and we do a once a year, one day retreat. Excuse me. And they bring him to that. And it was a couple of weeks ago we were at Red top and.

Kimberly Brenowitz: [00:23:35] Oh, that’s a nice place to go. Yes.

Brian Pruett: [00:23:37] We were in the little, I don’t know, not, not overhang, but it was a little building there. And he’s sitting there on the floor. And of course all the kids are loving on him and stuff. And then he walked over to the adults walk over and he would look up with his puppy eyes and he’d be like, of course he’s bigger than everybody else. But still, those puppy eyes are like, whatever you want. I’ll give it to you. Yeah, yeah. I’m guessing goldfish cannot be trained to be.

Kimberly Brenowitz: [00:23:59] Well, no, I don’t know about fish. I did have a golf ball goldfish, many moons ago that if you moved your finger around on the outside of his tank, he would actually swim in circles and follow you. Oh, wow. So I don’t know if that’s classified as well. It works for me. I mean, I think every animal has abilities. You just have to know what you’re talking about.

Brian Pruett: [00:24:19] And they all have personalities too.

Kimberly Brenowitz: [00:24:21] They all have personalities. Absolutely. Yeah. So yeah, it’s one of those things. I do know that earlier you were talking about this, this charity and community and everything else like that. So I was wondering if we could. Yeah. Go ahead. About what we’re doing. So paws for life USA is actually having a silent auction tomorrow at its school location at 3100 Roswell Road in Marietta. And all the funds from this holiday bake and basket sale are going to. Proceeds will go towards training a service animal for a veteran or a first responder. So if anybody is out there and wants to do something on Saturday afternoon from 12 to 330, please come round to us. And we’re on the corner of Old Canton and Roswell Road, and we have some wonderful things. We have homemade pies, we have homemade scones, we have pretzels that have been done. An awful lot of the items that we have for auction are being donated by an Air Force veteran, and we have some baskets that are just ready to go for Thanksgiving. They have wine in them. They have glasses, we have British tea basket, we have you name it, we’ve got it. So there’s a little bit of something for everybody. So if you’re looking for that quick and easy gift and you don’t have time to go to the store and you don’t want to worry about looking around through Black Friday, then come to us and get a basket and you’ve saved all your problems.

Brian Pruett: [00:25:43] There you go. Now I’m hungry. So yeah. Do you have any other other events after that that you want to share?

Kimberly Brenowitz: [00:25:48] So no, I mean that will be probably our final event for the year until we do start in 2024. It’s all right. I know it’s crazy isn’t it. Yeah. So no, that’s that’s probably our last event for the year is the the weekend before Thanksgiving. Every year we have this silent auction and but that’s good. Yes. Awesome.

Brian Pruett: [00:26:06] Well I got two more questions a two part question. And then we’ll we’ll get you to share your information again as far as contact. But so I’d like for you, for those listening who might be thinking about this is a two part question. The first one is who somebody might be thinking about starting their own business. Okay. The other one is a person thinking about starting a 500 and 1C3 nonprofit. What advice would you give those individuals?

Kimberly Brenowitz: [00:26:30] Okay, so as far as starting your own organization for my side of things, if we talking about wanting to become, say you want to become a service dog trainer or a dog trainer, we actually have a one of our organization is called American Canine Connection. And it’s a post-secondary department of educational certified school. And people can come and learn how to become master dog trainers or service dog trainers. So once they have gone through the one year or the two year program, they then have the ability and the certifications to be able to go out and do dog walking, run a boarding kennel, train dogs for other people and start up their own business and be able to start having a career in a life as far as working with dogs are concerned. So it just depends on how far you want to go up the ladder. If you want to go all the way, then service dogs is the way to go. If you just want to start group training and start something, you can start that in your own home and eventually migrate to having your own facility or renting it. Or you can go and work for an organization that already exists, and there are jobs out there that I’m aware of to be able to go and join an organization. You basically sort of like independent within this organization and train dogs for them and, and get paid. So it’s a great resource and you can do that forever. You can train animals forever. There’s no like limit, you know, and you can’t get fired from your job. You know, you’re training dogs or you’re doing a dog walk. And as long as you’re physically able, you know, you can you can do that.

Kimberly Brenowitz: [00:28:11] And as far as starting your own 500 and 1C3 in this day and age, yes. If you want to be a charity starting your own 500 and 1C3, it’s there’s a few hoops that you have to jump through legal parameters. There’s an outlay of money that you have to put out to be able to get your licenses and get the IRS to approve you. But for me, I did that back in. I got approved in 2004. It was it was the only way to go. I had done some volunteering for some shelters and different things over a couple of years beforehand, and as a volunteer, I didn’t like what I saw, so I kept on putting my $0.02 in and nobody liked me for doing that. So I thought, well, you know, okay, so I’m going to do this myself. So I went out and I did the research and I opened up my own 500 and 1C3. And I said, okay, now that you won’t let me do it for you, I’m going to do it for me and I’m going to do it for the animals. So that’s how I did my 500 and 1C3. But it definitely if you have a mission and you feel strongly enough about it, you need to go ahead and do it. It’s it’s just a wonderful thing. And for me, I live, speak and dream dogs and I want to help people with disabilities. And so that’s my whole thing I gave up working for with doing accounting was actually my my trade of choice. And I always wanted to train dogs and help people with disabilities. And I’m living my dream.

Brian Pruett: [00:29:30] Awesome. How do you guys get the word out for your for your organization?

Kimberly Brenowitz: [00:29:35] Word of mouth and client referrals. Okay, we have our website paws for life usa.org. We have our LinkedIn same thing. We tweet anything that we can do like that on our social media. We’re all out there okay.

Brian Pruett: [00:29:51] So again share the website. And then if they want to get a hold of you for anything else, are there other ways to do that?

Kimberly Brenowitz: [00:29:55] Okay. So it’s Kimberly Benowitz and it’s paws for life usa.org website. Paws for life usa.org and the same thing the same name. Got to put the USA on it though, because there is somebody else out there with paws for life. So make sure you do paws for life usa.org and that’s us. And if you want to reach me directly at (770) 402-0297, I’ll gladly answer any questions that you have. Or you can email me at admin at paws for life usa.org and the four is spelled out f o r. So it’s paws for life usa.org.

Brian Pruett: [00:30:31] Awesome. Well Kimberly, thanks for coming on and sharing. Don’t go anywhere. We’re not done with you yet. So my pleasure. We’re moving over now to Miss Buffy Payne from the Outer Circle Foundation. Buffy, you weren’t able to come with Matt a few months ago because you had an emergency to go to, but you’ve since joined the corporate world to take over more of the Outer Circle Foundation. So welcome this morning, Buffy.

Buffy Payne: [00:30:53] Thank you for having me.

Brian Pruett: [00:30:54] Um, you guys do a lot for the community and stuff. As a matter of fact, the golf tournament you guys put on, you actually gave that money to two other organizations, right? So if you don’t mind, share a little bit about your background and then we’ll get into a little bit more about the Outer Circle Foundation. Sure.

Buffy Payne: [00:31:10] So my background honestly is a security professional. I’ve been in the security industry for 25 years, recently left that with a passion to continue to help others and helping others has been, I think, in my blood, in my DNA all along, even within security. That’s what I did. Help others educate folks. I’m a survivor of domestic violence, so for many years I helped women of domestic violence help them get to a safe place, help educate them, help them see that there is another way to live. And over time, it kind of evolved into this mission, with Matt and I both having that in our blood of helping others. And so veterans and first responders, because we both work so closely with those. And Matt being a veteran, that became our passion, that became the group that we really tend to gravitate towards to help those.

Brian Pruett: [00:32:07] So you talked about the security background, what type of security?

Buffy Payne: [00:32:11] Oh goodness. You name it. It’s everything really. But most of the time when people hear me talk about security, they think, oh, that’s it. Well, honestly, it’s everything but it. Right, right. I know enough about it to be scary, but really it’s more of the Intel, the actionable intelligence, the physical security, the situational awareness, how to keep yourself safe, you know, investigations, things of that nature. It’s all the other stuff that helps keep a company or an individual safe. That’s that is our passion in security.

Brian Pruett: [00:32:45] So just get some advice for somebody listening about what to do for security stuff you just mentioned, who might be a business owner or things of that nature, just a little bit of tidbits of what they need to. Kind of keep an eye out for.

Buffy Payne: [00:32:57] Oh, yeah. So, you know, in this day and age of technology and social media and how easy it is for people to. Overshare. That’s one of the first things I really talk when I talk to organizations is about your social media awareness and what’s being put out there. So often when I go in and talk with leaders of companies, they’ll say, oh, I’m not on social media. I’m like, you may not be, but you have teenagers at home that are or you have a spouse at home that is, and they’re advertising, oh, my spouse is traveling here or there or dad is gone, right? I said, you will be amazed at those around you that overshare, right? You have family dinners, you talk about what’s going on at work and then your teenagers find that interesting. And next thing you know, it’s on social media. So there’s the awareness, even beyond just the person in the seat at the organization. It’s those around them. And then it’s the same within a company, right? You’ve got to have that good balance of education and awareness and making sure your employees understand the balance of what’s appropriate to share and what’s not.

Brian Pruett: [00:34:01] It’s funny because when social media first I remember Myspace, that was my first. I guess everybody’s first was Myspace. And people talking about, well, I’m having this for dinner. Who cares.

Brian Pruett: [00:34:12] Or I’m the I’m in the inner library and who cares?

Buffy Payne: [00:34:19] And now everybody shares everything.

Brian Pruett: [00:34:21] Yes. Yeah. Yeah, definitely, like you said, oversharing. So, um, so yeah. So I guess with that oversharing aspect of it, because a lot of people do share their pictures, they’re on vacation and stuff like that. Yeah, there are things that I mean, other than not doing it, are there any other things they can do to kind of take care and protect them?

Buffy Payne: [00:34:43] Yeah, of course there are. There’s so many things people can do. Right. And one of the stories that is always the fun one to tell, not fun for the victim, was I had family that was so excited to go on vacation taking this two week trip, and they talked about it and they advertised they did their whole countdown on Facebook, going here, going here, going here. Well, they were gone for two weeks. When they got home, their house was empty. So the tagline now is share where you’ve been, not where you are, right? Yes. So it’s great that you’re going on vacation. It’s great that you’re going to be somewhere, but you wait till you get back from that somewhere before you start sharing those pictures and those stories. Right? Yeah.

Brian Pruett: [00:35:21] All right. So let’s talk a little bit now about the Outer Circle Foundation. So you guys you had mentioned you work with veterans but also the first responders because Matt was actually both. Yeah. Um, so talk about what you guys do. I know he shared stuff from your now that you’re kind of running things, I guess you would say just share what you guys do and then how people can help.

Buffy Payne: [00:35:41] Yep. So in our circle, our mission is really helping focus on PTSD awareness and suicide prevention. We do also help our first responders and veterans with that transition when they’re leaving the military or leaving that first responder job, and they’re looking for their next step. So we help with that. Education pieces, resume development, how to work the network, mock interviews, things of that nature, things that are much different in the job world versus the military or versus your first responder environment. Matt, being a both a first responder and military, has suffered from PTSD for numerous years, and I’ve watched this and have helped manage this for a long time. And there’s so many treatments out there that are medicine driven and that are not effective. We, Matt and I, went down the road of different medications for him, and he was not a person. When he was on those medicines. He would sit around for hours just in this fog and couldn’t function. And so we went to market and said, there’s got to be a better way. And lo and behold, one of his teammates, a guy by the name of Dr.

Buffy Payne: [00:36:55] James Lynch, is out of Baltimore, and he helped develop the stellate ganglion block. And so that was Matt went and had that treatment. And he’s been an impressively different person just from that one treatment. And so that we’ve got a partnership with Dr. Lynch. And that is one of the things that we educate our veterans and first responders that come to us on is this is something you should consider. This is something to look at. It’s, you know, it’s not a medication. It’s not it’s not these therapy sessions, but instead it is an instantaneous change of life. And we’ve seen numerous veterans go and meet Dr. Lynch and get this treatment. And we’re seeing a change in these behaviors, which is phenomenal. It’s exciting. Right. If we could get out there and get everybody to sign up, we would. As a matter of fact, Dr. Lynch just posted yesterday a program for veterans to come and get the shot for free. Wow. And so we reposted that to our LinkedIn page yesterday so that veterans can see that and get enrolled in that program.

Speaker5: [00:37:54] Matt, when.

Brian Pruett: [00:37:55] He was here, he shared about the experience of being seeing himself on the dock at a young boys. And he said it never happened. And that was the calmest he’s ever felt. So absolutely. That’s awesome. So let me ask you this. Is as a spouse. You said you’ve seen that go through what? First of all, it’s got to be scary of certain aspects of it. But can you share? I mean, first of all, I guess there’s hope. You know, for somebody, a family member or a spouse going through and seeing their loved one do that, share how what they can do and then what how did you handle the situation or how are you handling situations?

Buffy Payne: [00:38:27] Yeah. So with Matt, you know, as being his spouse and seeing the indicators with him, with his short temper or letting something so simple frustrate him, him not sleeping, the nightmares. And they started getting worse. Right when during Covid when life was really uncertain and things were going on, he just became more intensive with everything, and it became to a point where we knew that he had to do something else, right? And the medicines just weren’t working. He would stand up and fall over because the medicines had him so out of his normal self. And then when we went and met Doctor Lynch and talked to Doctor Lynch. And agreed that we would going to do this treatment. And then that same day that Matt had his first treatment with Dr. Lynch. He slept 14 hours that night. Wow, that man has never slept before. And, you know, I woke up multiple times to check him because he slept so well that first night. And I couldn’t believe it. And to see that now is amazing. To see him not overreact to items now is amazing, right? And he, you know, even he sees it, right? He sees his reactions are not the same. So that’s been fabulous right. And he’s just a different he’s just a different person. That’s great. And for him to share that story with other veterans so that they can go, okay, yeah, I see some of myself in that. Right. And from the spouse perspective, the treatment itself is simple, right? It takes less than an hour. The side effects are done. The results are instant. For me, it’s been like a breath of fresh air. Right? Because now I know he’s feeling better. I know that the person he is, and I’m not going to get these reactions to stuff that I would get before.

Brian Pruett: [00:40:26] And I’m sure it’s come a long way, because when when you first heard about PTSD, people were like, first of all, what is that? And second of all, they probably didn’t have I know they didn’t have all the stuff that’s out there now. So it’s a it’s amazing the PR that’s come along. So one thing you touched on that I think is important to to share too, is I talk about, you know, I could be passionate in helping veterans, which I am, but I’ve never been a veteran. Right. So and I talk about this too with a friend of mine, Kevin Harris, with All In All Out Ministries. He went down the road of addiction. So now he’s helping move the addiction, right? I think it’s so important that while somebody like myself, who’s either never been in addiction or a veteran may have a passion for helping, it’s a lot more. Stronger with somebody who has been in that road and now helping those others. Would you agree with that?

Buffy Payne: [00:41:14] Absolutely, absolutely. But you know, it was interesting with Matt, he he’s always wanted to help others, but it took him a long time to realize he had PTSD. He would push it off. That’s in his responses when he would get upset. But that’s just who I am. And I’m like, it’s not. It’s not because I’ve seen you different. I’ve seen you at moments where everything’s fine and I’ve seen you at moments where I think the world is going to implode and to finally get him to recognize he had PTSD and get him to recognize and realize he needed treatment, that was a huge step. And now that he can take that story and share it with others, right. They listen and it is by far more impactful.

Brian Pruett: [00:41:57] And the other thing that that’s another thing to point out that you just mentioned, is that your situation or things that victimize or whatever doesn’t define you, right? It’s how you handle it, the way you can move on and teach others and help others. But it is not a defining moment for you. So, um, all right, so you also have inner circle foundation as well. Correct.

Buffy Payne: [00:42:21] Inner circle solutions. Yes.

Brian Pruett: [00:42:22] Inner circle solutions. Okay. Can you tell us about that?

Buffy Payne: [00:42:24] Sure.

Buffy Payne: [00:42:25] Inner Circle Solutions is a solutions company. We go out and work with organizations or individuals, understand what their risks are and help provide solutions, whether it’s solutions of technology or training or whatever it is they may need. We help bring those solutions to them. And one of the things with Inner Circle, any any work that we do, we give a percentage of every contract to outer circle. So that’s our way that we’re helping support our nonprofit.

Brian Pruett: [00:42:52] Are there certain industries with your inner circle solutions as you work with and the size.

Buffy Payne: [00:42:59] In really any industry we can work within? Right. So with my background and our team’s background, we cover all industries, everything from restaurant to retail to to finance to manufacturing. Right. We have that pretty far knowledge and scope that we can help support any organization. And we do everything big to small, right? So we’ve been working with small churches, helping them build security programs within their churches, which is amazing that our industry has shifted so much that we have to go into churches and help them build security programs. But we are doing that. So there’s there’s no company too large or too small that we won’t take.

Brian Pruett: [00:43:40] When you go to churches, do you guys do anything with like active shooters?

Buffy Payne: [00:43:43] Yes, yes. We are both certified to train an active assailant program and help educate, you know, whether it’s a church or a school or any organization about active assailant, what to do, how to behave, how. What the what to expect in the situation. And it’s it’s also sad that we have to to do that. But you know, the one thing that Matt and I really talk about whenever we talk with individuals, whether we’re in a company, talking to them or at a school or a church, talking to people, when we educate and teach you about security, it doesn’t only apply here where you are, but you can take that same training, take it home, you can take it to the grocery store, you can take it to a movie theater. It applies wherever you are. Security awareness and the training we provide applies at work and in life.

Brian Pruett: [00:44:32] Wow.

Brian Pruett: [00:44:32] That’s awesome. So share about the Outer Circle Foundation, how individuals or businesses can can get involved and help you.

Buffy Payne: [00:44:40] Yeah. So excuse me. Outer Circle Foundation, we have our website, Outer Circle Foundation.org. Certainly you can reach out to us there. And you know, there’s a means to make financial sponsorships or to sign up for volunteer events between now and the end of this year, which is not that far away. Right? Right. We are collecting gifts and we’re going we’re working with two senior citizen senior centers that have quite a large population of veterans or first responders that are there, that we’re going to provide Christmas gifts for them and do some volunteer work in their organizations in December, just helping make sure those in the senior center have a good holiday. And then after the first of the year, obviously we’ll be running towards our next golf tournament, which will be in October. But from January to October, it goes by really quick. When you start planning a golf event.

Brian Pruett: [00:45:36] Well, there’s something in between that too, which we’ll talk about in a second.

Speaker5: [00:45:38] So yeah, we’ll talk about that one too.

Buffy Payne: [00:45:40] And you know, you did you did mention that our last golf tournament, October, that the money that we raised there, we planned to gift part of that to two different organizations. And one of those organizations is Kimberly, sitting here with us today at paws for life. Us. And so what she doesn’t know is we’ve got the final check this morning from one of the sponsors. And so we have for paws for life a check for $10,000. Awesome. Giving them.

Brian Pruett: [00:46:11] That’s awesome.

Buffy Payne: [00:46:12] Yeah.

Brian Pruett: [00:46:13] So congratulations. Yeah. Um, so if somebody wants to volunteer or again, a business other than the, the money aspect of it, are there other ways they can get involved?

Buffy Payne: [00:46:24] Absolutely.

Buffy Payne: [00:46:25] There’s tons of ways to get involved. And I shared before we went live a little bit that we’re working on an agreement right now to partner with another nonprofit that will provide technology to veterans. And then we are going to take the veteran from the point that they receive that technology and provide education, training, awareness on how to develop your resume, what LinkedIn should look like. And yes, you do have to be on LinkedIn if you plan on moving on into another job or role outside of what you’ve been doing. So when as we’re moving in through this agreement, we need tons of resources to help, whether it’s a place to train folks or just people to come in and help us train those individuals, read resumes, you know, proofreading all of those education pieces. So our website should flurry with tons of volunteer opportunities where people can come out and help provide space, provide potato chips and a soda. Right. All of those things. Our goal is to train and help place 1000 veterans between now and 2025.

Brian Pruett: [00:47:30] Awesome.

Brian Pruett: [00:47:31] I want to go back to your thing you’re doing for the seniors, the Christmas. Are there certain gifts that you’re looking for?

Buffy Payne: [00:47:36] So right now, the centers have said most of the things that seniors would enjoy would be a book to read socks, nice warm socks that they can wear because the centers sometimes are kind of cool, and then just small individual items that they can then have for themselves. And they’re like, whether it’s, you know, a small snack, a box of chocolate, you know, little handheld games, things that they can enjoy for themselves. They said, please don’t do anything large because there’s not a lot of place to store stuff, right? She told me a story of somebody bringing a recliner one year.

Buffy Payne: [00:48:16] I don’t know what to do with this, but yeah, so small gifts that the individual can enjoy.

Brian Pruett: [00:48:22] And what’s the date that they can donate up to.

Buffy Payne: [00:48:25] So all donations need to be in by December the 7th, okay. And they’ll be delivered the next week.

Brian Pruett: [00:48:32] And where can they bring those.

Buffy Payne: [00:48:34] They can bring them to Outer Circle Foundation at three, four, two Woodland Path in Dallas, Georgia.

Brian Pruett: [00:48:41] Okay.

Brian Pruett: [00:48:42] Awesome. Um, well, I normally ask another question that you normally want to talk to you, but I got so involved talking about the animals because I love animals. Did I forgot to ask a couple questions. That’s okay. So we’re going to come back and do them all three at the end. So but I do want to go back to Kimberly for one second. I forgot to ask. You if individuals and businesses want to help paws for life. Other than the financial aspect, how can they do that?

Kimberly Brenowitz: [00:49:04] Oh yes. Great question. So we’re always looking for puppy raisers. So if somebody wants to take a 8 or 10 week old puppy into their home and help socialize them for whilst we’re waiting for a potential match to come along for them, we provide all the food or of course all the veterinary things for the puppy. You just have to provide the love and the attention and come to us for training. So the pup is learning basic obedience whilst you’re doing your puppy raising. So we’re always open to that. And anyone who wants to volunteer are more than welcome to have you come to any of our events. You can also make donations to us for our next year’s Veterans Holiday Basket that we’re always looking for. Gifts for that otherwise than that we’re open to. We are going to be doing a shoe drive again next year, and so we’re always looking for people that have gently used or new shoes that they no longer want. When they come to clear out their closet. Just let us know and we will put out a basket for those donations to be made. And we’ll also let you know a time when you can deliver them to us.

Brian Pruett: [00:50:05] And where can they drop those off at?

Kimberly Brenowitz: [00:50:06] They can reach out to us by, of course, calling us by phone, but they will be dropped off at the 3100 Roswell Road, Marietta, Georgia.

Brian Pruett: [00:50:13] Okay. Yeah. All right, Buffy, real quick, we have something going on in March.

Buffy Payne: [00:50:18] We do?

Brian Pruett: [00:50:19] It’s the. And we moved it because I was dumb and picked the week before Thanksgiving and didn’t realize it. So March 21st, 2024. Put it on your calendars. It’s going to be the first annual America’s Hometown Heroes Expo. That’s right. You want to share any information about that?

Buffy Payne: [00:50:36] I think this is going to be fabulous. The timing of this is just perfect, right? So Hometown Heroes Expo is going to be the opportunity for organizations to be present and share jobs that they’re trying to fill. It’s also a great time for our veterans and first responders or anybody in the community, really, to come out and say, hey, I need a job. Or it’s also think about those veteran owned businesses that want to come out and showcase who they are. What they’re about are nonprofit organizations. It’s just a wonderful time for everybody to come together, network, shake hands, hopefully find some jobs.

Brian Pruett: [00:51:10] Yeah, we’re going to have a silent auction there as well. We’ll have some food. We’re going to have a my buddy Daniel for 1041 canines, going to do a canine demonstration with his dog. So be a lot of fun. So you can go to B’s Charitable Pursuits dot com. That’s B’s Charitable Pursuits dot com and get more information out as well. Or go to my Facebook page and Buffy share your website and stuff one more time as well.

Buffy Payne: [00:51:35] Sure.

Buffy Payne: [00:51:36] Outer circle. Outer circle. Foundation.org.

Brian Pruett: [00:51:39] Awesome, Buffy, thanks for sharing again. We’re not done. We’ll come back to you, but we do have another gentleman in the house. Thank goodness I’m not the only guy, because lately I’ve been the only guy in the studio. So Todd Masters from FocalPoint Coaching and Training Excellence, thanks for being here this morning.

Todd Masters: [00:51:55] My pleasure.

Brian Pruett: [00:51:56] So first of all, we just had Veterans Day this past Saturday. And thank you for your service. You’re a veteran. So happy belated Veterans Day.

Todd Masters: [00:52:04] Thank you.

Brian Pruett: [00:52:04] Air Force correct.

Todd Masters: [00:52:05] Air force yep.

Brian Pruett: [00:52:07] Can you share a little we’ll get into what you’re doing now in just a little bit. But share your background, share about your service and what you did. And we’ll go into that. Yeah. I don’t have.

Todd Masters: [00:52:14] The great military background story like Matt has, but I was on scholarship out of high school for Air Force ROTC. So Uncle Sam paid for my degree in electrical engineering. And, you know, I grew up in the 80s Top Gun, you know, all the inspirational movies, the shock and awe and things that happened, you know, during the early 90s. So, you know, every kid my age wanted to go into either the Navy, the Air Force. And I went with the one that gave me the biggest scholarship and went that way. So loved it, had a great time, you know, didn’t have a long career. Right after I got out of the ROTC program. You know, we had the big reduction in force, right? So a lot of a lot of the half the military was gone at that age, you know, when Clinton took took administration after the war, after the Bush buildup years. And then Clinton came on board and we did. We had too big of a military. So they cut it. And, you know, the last ones in, first ones out. So that was it. But I loved it, cherished that time. But it was, you know, a bit of a heartbreak, you know, for, you know, seeing your dream kind of get taken away on that part of it. But, you know, there’s always plans for, for other things. From there, I went into I had some small businesses that I did, but I felt obligated to use my engineering degree and, and go on that route. But I did have a home painting business, a home refinishing remodeling business.

Todd Masters: [00:53:33] Then I went in and became an engineer for about a year and a half, and then figured out that sales and marketing actually pays a little better than engineering. So I went into technical sales and spent a lot of time last 20 plus years in corporate sales and marketing for a very large companies, 200,000 employees, down to very small companies of ten employees, and throughout that widespread of executive sales and marketing. The thing that always drove my passion and my excitement was when I was working with individuals and training and coaching and mentoring and bringing people up, especially, you know, new sales folks that come on, on, on the, you know, in the circuit and training them up from not knowing how to do anything to being able to make a good living for themselves and their families, you know, through the sales training and other parts of it, and just seeing the change that you can make in lives. But, you know, in corporate America, it’s really hard to make a big difference in your community. And my family background is all entrepreneurial. You know, my great grandfather, you know, had a Woolworths business. My grandfather started an electrical wholesale business. Most of my uncles and aunts all had, you know, their own businesses, mostly in the home services, trade area, electrical, wholesale, plumbers, electricians, mechanics. So I’ve always seen that part of it, you know, and and seeing what my grandfather did, and he built up a good business that’s still run by family. He had a tremendous impact on the community, being able to be flexible, to help people, to give people jobs that really needed jobs and making a big dent and impacting the community.

Todd Masters: [00:55:04] I also, my other grandfather on the other side, was very active in Lions Club and some of the local local businesses and making things, you know, really help out in this day and age. And I think where our, our country is going, you know, small businesses is really going to become more important, especially as the new generation gets out and starts working 9 to 5. And the first week, as we’ve seen all the TikToks come, they’re they’re not so excited about the whole 9 to 5 thing, right? So I think there’s going to be a big push, you know, especially since they see a lot of peers. I do air quotes, you know, getting rich on social media and these quick things. Right. They think, oh, I can just start my own thing. And all of a sudden, you know, become self sustained. And that’s not going to be real. But I think they’re going to take a swing at having a small business and doing that part of it. So I think we’re going to see a big shift, you know, in the work area, especially if if a corporation still are pushing the, you know, back to the office type schemes, I shouldn’t say schemes, but that is a part of it versus the work at home or flexibility. They don’t find that good balance then that there’s going to be a lot of workers that are just going to start their own thing on that piece of it.

Brian Pruett: [00:56:13] So what did you do in the Air Force? What was your particular job? Communications okay. Yeah. All right. So you talked about being an entrepreneur and everything. So now you are a coach, right? Coach with businesses and stuff like that. Share about what you what you do now. Yeah.

Todd Masters: [00:56:28] So got out of corporate America to come back and make a difference and help people with a good background in sales and marketing. It’s it’s great to be able to work with companies and charities all suffer. You know, small businesses and charities all suffer the same problem we all have. You know, the one big issue, which is obscurity, right? People don’t know who we are. We don’t know. They don’t know what we do. They don’t know how to find us. It’s always that constant battle. And charities are small businesses, right. You know, so getting out and you know, coming from, you know, head of sales and head of marketing type positions and. You know, with large marketing budgets, it’s really easy to end obscurity when you have $20 million to work with. Right? But go to a charity in a small business, you know, funds are funds are a lot tighter, right? It’s a lot harder to do that part of it. So everybody is insanely busy and scrambling social media updates, you know, websites got to do this, got to do that. Business cards going out. You know it’s you know today’s small business owner and charities are just so overwhelmed and busy trying to do all of these things. And it’s becoming more and more competitive, you know, and if people get more and more into the small businesses, it’s going to become even, even more crazy. So I got out really of corporate world to one, make a difference in the lives of small business owners. And that’s turned into helping out a lot of charities. But from the get go, you know, my business model has always had a 10% buffer in there, if you will, of giving back to charity. So it was always going to be 10% of my time or my revenue on that piece of it to give back and make sure that I’ve got room to give back to the community and do things for, for those that I can help.

Brian Pruett: [00:58:13] Well, one thing you’ve talked about before that you kind of help and give back to is a CRM program for nonprofits. Can you talk a little bit about that?

Todd Masters: [00:58:20] Sure. Yeah. So as so I’m a certified business coach and executive coach, and there’s a lot of coaches out there. It’s a lot bigger industry than I thought it was, even though I did, you know, the market research. But there are a couple of kind of coaches, those that you know, will come to a business and kind of have some pre canned material, if you will, and focal point, you know, the franchise that I have was founded by Brian Tracy, a nice great business mind. And we come out and and coach more towards results and outcomes. And when I go in and work with a small business or a charity and, you know, we work through what, what’s the biggest challenge that you’re facing right now? You know, obscurity is certainly one of them. The next thing, one of two things usually come out of their mouths, I need more customers or I need to make more money. And so we talk about that. And, you know, a big part of small businesses is to generate leads, right? To go out and get your message out and bring people in to have engagement with you so you can have a conversation, you know, and talk about what you do.

Todd Masters: [00:59:26] So as as a coach, you know, it’s one thing to say, you need to go out and find a way to get the word out, or you need to work on your digital presence or your digital footprint and go, go find somebody that can do that for you. Whereas for me, I like to bring the people that I work with a tool. You know, I want to actually let’s, let’s get some results and do that. So I found a platform that I could white label as an agency and build a lot of custom automations and all the actions and all the things that are kind of an all in one toolbox for a small business priced for small businesses with all the features and functionality that small businesses need to automate a lot of their systems to bring all the conversations into one place, you know, to help save the time and doing some different parts of it, you know, have the website, have landing pages, SMS, email, all those features, all in one platform. And more importantly, it’s building all the automations that kind of help streamline all that piece together. So so I’ve pieced that together and and also offer that to charities as well at an extremely discounted rate in some instances.

Todd Masters: [01:00:36] But you know, it’s always a challenge when you introduce technology. It’s like sometimes, you know, given a brand new 16 year old driver, a semi truck as a first car. Right? It’s a wow, I know this thing is huge and it has all these capabilities, but I have no idea how to drive a big truck. Right. So then comes in the specialized services to do website development, landing page development, marketers, you know, digital advertising, you know, all the things that we still have to do. You know, it takes a while then to learn those skills or to find people that can come in and do that piece of it, which again, I’ve, I’ve got a certain amount of time that I can help, but it’s not a full time job that I can that I can do that. So I have partnered with several good digital marketing companies that are given veteran rates for their services with a discount 20%, and they’re going to be able to donate some hours to help out with building up some of the charitable websites that that I’m helping out with. So that’s good.

Brian Pruett: [01:01:33] So then you be part of our expo?

Todd Masters: [01:01:35] Absolutely. Yeah. We can we can bring him out. So that’d be.

Brian Pruett: [01:01:38] Great. So those of those who might be listening, who aren’t familiar with what a CRM is, share what that is.

Todd Masters: [01:01:44] Sure. So in the digital media world, a CRM is a customer resource management tool, right? So in big corporations, you know, you’ll have HubSpot or Salesforce, right? Salesforce is typically the biggest one. Oracle, SAP, you know, big, big, huge systems that cost tens, hundreds of thousands of dollars a year to to run. And. And manage. And even at the small business level, there’s. There’s hundreds of CRMs that are out there that typically cost, depending on the features, five, $600,000 a month and all the software platforms, as small businesses start, you know, you start out with Calendly or a calendar function, you have to have a video thing. So you’ll do Zoom or Google Meet or something like that, but then you start needing to have a big email management to do, you know, large messaging campaigns. You’ll need to hire a website developer and host a website on another platform. And over the first course of the year, the first year of somebody being in business, you’ve got 20, 30, 40 different subscriptions or platforms or fees and costs that typically cost around 1000 to $2000 a month. So I’ve tried to bring this platform that does all of the customer management. So you bring in all of your customer information into one place, and you can call them from the platform, email them from the platform, text them from the platform to have conversations. You can also connect your social media accounts so your messages from Facebook and TikTok will come in so you don’t have to log into those other platforms.

Todd Masters: [01:03:14] And you can also post out to LinkedIn, post out to TikTok, post out to Facebook from inside the platform so you can create your content and just launch it from one place when you can have your. Mostly it’s the web page, right? So you have the web page engagement where you have a tracking whoever comes and visits to your web page and with your calls to action, which is very important, you know, and really with a web page, it’s very important to very quickly say, you know who you are, what you do and, and what does your visitor get out of engaging with you? And then you ask them to do something right. Engage on your website whether it’s, hey, you know, join, sign up for our newsletter. Here’s a promotion we have going on. Or can would you like to volunteer for this upcoming event? Right. And you want to capture that information so that you can then send them an email, maybe a text reminder and all those things. But if you’re talking about trying to do that for 2000 people doing that manually, it’s just not it’s not sustainable, right? You’ve got to be able to automate and bring automation into your life to do that, to make sure that no leads or no potential donors fall through the cracks and maximize that effort.

Brian Pruett: [01:04:24] So I’m not going to ask this question because I want them to contact you to find out more about that CRM platform. Sure. Share how people can get Ahold of you and talk to you about that.

Todd Masters: [01:04:35] Yeah, well, if you want to launch your own CRM, it’s just launch your crm.com.

Brian Pruett: [01:04:39] Okay. Yep. All right. So when you work in you’re talking about your coaching and stuff. Are there. You work with all different businesses? I do small businesses.

Todd Masters: [01:04:47] I haven’t niched down into specific industry, but I do like to work with small businesses that typically 1 to 100 employees is kind of ideal, right? And within a business life cycle, you know, you’ll have a start up business that has a great idea and wants to launch, have all the excitement. They may have some funding, but they hit that part where it’s like, oh wow, this is a lot more work than I thought. Or it’s it’s not going as well as I thought. Or in the rare instance, man, this thing has taken off like a rocket. I need help to scale really quickly. You know, that’s probably, you know, 5% of small businesses that start just out of the gate have some awesome product, and they’re just full of energy and it just takes off and launches the other 95% of people. It’s it’s a churn. I mean, it’s a lot of work that people don’t always realize. And then they start to hit this down cycle where they almost want to give up and quit. Certainly I can come in and help there, but it’s a high stress situation. But I, I come in and I usually do a lot of free consultations at that point to let them know, hey, from a second set of eyes, you’re going to be fine right here. Just we need to do these these things get through this hump. Right? And let’s start working together or. Yeah, you know, you’re right. This is going to be really hard to to get out. You know, you might have you maybe considered going this angle and maybe, you know, starting again doing a restart.

Todd Masters: [01:06:05] But at that point typically when you hit this, what I call a growth cycle of once you’re stabilized, you have a good product, you have pretty good systems and tools in place, and you’ve gotten over that initial shock and awe of of starting a business. That growth phase is really where my customers get the most value, especially when we’re talking about sales and marketing. And let’s okay, so now let’s ramp up, let’s optimize, and let’s really crank out your revenue. And one of the first consultations I’ll do with the small business is let’s just look at what you’re doing right now and how you’re doing things, how well you’re advertising, how well you’re marketing. How well are you selling. Let’s gauge your effectiveness and what’s coming in that you’re doing. And almost actually 100% of the meetings that I have are these consultations just by making small micro adjustments to what they’re doing in their current business model, making small micro adjustments can double their revenues by changing what they spend their time on. Let’s look at your lead management. Let’s look at your conversion rates. Let’s look at some of the I call them six levers or six main metrics that we look at. And just making small little tweaks can make such a huge impact over 12 months I’m like, okay, so let’s just do some small adjustments here. And we’re just going to turn these knobs just a little bit. And it should it’s going to double your revenues.

Todd Masters: [01:07:22] It’s going to make it easier to to work with me you know and pay pay a coach because you never consider that before. And then we’re going to work on a one year, two year, three year, five year, ten year plan. So a lot of my customers like that, especially when I come in and with the sales and marketing experience and say, okay, well, yeah, there’s no reason why. There’s no wonder why this ad’s not working. Because you’re you’re set up to go to the wrong audience or let me talk to your, your sales reps and let’s go through the scripts and see how they’re selling. It’s like, okay, if you change this one thing, you’re going to double your closing rates. And that’s happened with a few of my clients where I get a text the next day after we go through the sales training and said, hey, you know, I did exactly what you said, and I doubled my sales today. It’s just amazing, right? So, you know, there’s a lot of little tweaks, and that just comes from all the different experience that I have. But I also work with corporations and I’ve done a couple I can I do sales training and corporate communications training as well. You know, we I’m a certified disc. If you’ve heard of the disc analysis for the four personality types, which which I just love for me, team dynamics and company culture are so important to the success of a company, and a lot of culture dies because we fail to communicate how the other person desires to be communicated with, right? We we more of communicate our style and expect them the other person to to hear what I’m saying, how I’m saying it, and respond the way that I want them to respond.

Todd Masters: [01:08:49] But really, we need to communicate in a way that they need to be communicated to. So we have to understand the difference of personalities and dynamics of what types we are. So I go in and do some training. I did one last week, and you can get in there and know that there’s there’s a little fog in the air. There’s some tension going on between executives and employees, which there always is because executives typically are these high d, high driven, director style personalities, which they have to be companies need that. And then within the employee base you’re going to have all types, right? But typically the opposites of the D’s are going to be ones that are more detail, more analytical, more introverted. And there’s always that big gap between, you know, they didn’t, you know, take my advice. And now the company is going to fail because X, Y and Z. Well how do we how did we communicate that advice. Was it through a thousand spreadsheets and, you know, things had to read through, or did you summarize it in two bullets of if you do x, y happens because that’s what a D needs to see at that level. Like, oh okay. Yeah, I might have been a little too detailed there. Yeah. Yep. You were. So let’s let’s work on that. Right.

Brian Pruett: [01:09:57] So so when you, when you working with small businesses I’m guessing it’s you’re working with the owner. But if they have say up to 100 employees, do you work with the owner and somebody else within the industry or the business or who’s typically other than the owner, somebody you might work with?

Todd Masters: [01:10:11] Yeah, that’s a great question. So, you know, all my all my coaching offers are going to be customized based on on what their needs are. I love to work with the business owners, certainly. And there’s going to be more one on one coaching. We’re going to talk about leadership. We’re going to talk about communication. Certainly all the business skills and things that they need to be trained on so they can then go train their employees. The important thing about coaching and the difference between coaching and consulting is that a coach will will train the business muscles of a business and a business owner to teach them to become stronger, to go out and then do the things that they need to do themselves, where a consultant is going to be hired to come in and then go do that work, you know, off in the background and come back, and then then the company becomes dependent maybe on the consultants because they don’t know what they do or how they did it. I’m going to do the opposite. I’m going to teach you how to do it. Work with you on that part, and I’ll help train your employees. I’ll help train your senior executive staff. Right. And communication. But I want you there with me to watch me how I do it. I want you to follow the results.

Todd Masters: [01:11:16] I want you to ponder these things. Not that they have to become a sales trainer themselves or a communications trainer, but I want them to know what’s what’s going on on that piece of it. Because really, to get everybody working, everybody needs to look at at their skill sets. And you know, it’s really you know, everybody here is amazingly successful and talented at what you do. I feel a little intimidated being between you two amazing, amazing ladies. But you know, it’s it’s if you’re a hard worker and you’re putting a lot of yourself into your job, which which most people do if you’re if you’re just basically not a slacker, but you’re not as successful as the top person on your team, right? It gets frustrating. And you keep hammering at it, hammering at it, hammer it, and just can’t seem, you know, to be one of the top salespeople or win that award, you know, oftentimes. You know, the difference between the champions and the people that come in second, third or fourth or fifth place is such a small adjustment. It’s just an adjustment in one skill, one area. And it’s important to confine that awareness of what is that? What is that critical constraint? What is that thing, that one thing that’s holding you back? You know, if you think of a horse race, the difference between the in the Kentucky Derby of the horse that comes in first place versus a horse that comes in second place, you know, what’s that difference? Or NASCAR.

Todd Masters: [01:12:35] Inches inches between you know, champion and second. So you know so my training really focuses on let’s identify what the weakest link is and whatever X thing that you’re trying to accomplish. And let’s just focus on that one skill and let’s just get 1% better every month. 1% every month. Right. And by the end of the year, it’s 10% better. And you can take your average performing sales team, employees productivity, whatever. And in the course of just a few weeks or months, double productivity, double results, you know, and really see that. And and the light goes off and people’s eyes, you know, in their minds it’s like, wow, I can do this. This isn’t impossible. I can provide more for my family. I can do better. And all along, because we get paralyzed through the analysis of all the overwhelming things that we have to do, and we just can just then do nothing. And that’s that’s what coaching comes in, is help. Let’s let’s create some awareness first right of where we’re at. Let’s just find an action of make small adjustments. And then I’m going to hold you accountable to that. And we’re going to see the results.

Brian Pruett: [01:13:40] Right. So you were out of Buford Dacula. You said do you work all over metro Atlanta, all.

Todd Masters: [01:13:45] Metro Athens, Gainesville. So we travel. I can do a lot virtually, but I do like to do faces face to face as much as I can on that piece of it. You know, my websites Todd Masters, focal Point coaching.com. You can find me there. There’s links to the CRM on that piece as well. But yeah, I’d like to show up with with tools experience and and that part of it. But you know, the important part of my coaching is that I provide value first. Right? I’m going to work with you to show you what I can do, how I can help you. And then it’s going to make sense or it’s not going to make sense. My coaching isn’t for everyone, but but pretty quick we can see if it’s right for you, right?

Brian Pruett: [01:14:22] I got so many questions run through my head, but I’m going to ask two more before we kind of wrap this up. So the first question is, you know, when I guess coaches and consultants first came out, people were like, first of all, what? Yeah. And then they get kind of a bad rap, right? And they’re like you mentioned earlier, there are so many out there. Yeah. Can you maybe do a little debunked on the, the reputation for a coach or a consultant? And then second of all, how does somebody what’s the best way to choose the right person to work with.

Todd Masters: [01:14:53] Yeah. Great questions. Certainly. Yeah. There’s anybody can call him a coach. It’s not a highly regulated industry. But to be a certified business coach you have to go through a certification process. So that’s important to be certified first. And looking at the background, you know, a lot of coaching turns out to be referrals. You know Focal Point is a franchise created by Brian Tracy which which is a great business mind. And there’s very selective on who can become a focal point coach. You have to have certain number of years of experience in the industry. You have to have the right you have to pass the assessments to see if you’re actually a person that’s a good coach personality that really has the desire to help others on that piece of it. But you have to have a conversation, and you have to talk to the other people that they’ve worked with to see the kind of results. So reputation is important, referrals are important, but you have to have that conversation and then see, is this person really going to get me to this end result? Right. So you’re going to have to come and understand what is it. If you know what your goals are, ask the coach. How do you plan on getting me to reach these goals? Are you just going to fill me with warm, fuzzy feelings? You know, every Friday you know, of, of like, here’s this, here’s this famous quote from blah blah blah. No, that’s helpful. Mindset’s good. But they’re actually going to be some tools. Is there going to be some things that are going to make a dent in my business? So it’s going to take a lot of, you know, you have to have a conversation, right? So if you have a coach or you’re looking to get a coach, hop on a discovery call. You know, they’re 15 minutes, 30 minutes, whatever you want to do and, and have that conversation to see it for sure.

Brian Pruett: [01:16:34] Um, so another thing, and this goes with any industry, not just the consulting and coaching, but you know, somebody is like they’re worried about the financing part of it, especially with me when I’m doing these fundraisers and I’m trying to get sponsors, it’s when you’re sitting, you have to sit. You talked about having the conversation. I want to sit down with somebody and show them the value, right? Because they’re like, well, I’m just going to and it’s the same thing with coaching and consulting. I’m guessing that you have to go in and show the value of what you’re going to bring them, right? Doubling their sales or whatever the case may be. So everybody has to have an open mind when they’re sitting down talking to everybody, honestly. Last question before we kind of go back to all of you, because again, I get wrapped up in some of the stuff, but if somebody because you mentioned you had other businesses as well, if somebody is looking again to start their own business, share some advice from what would you advise them?

Speaker7: [01:17:27] You know.

Todd Masters: [01:17:28] Go for it. I would say absolutely go for it. You know, to do that, it’s it’s it is hard. It’s not an easy thing. Right. So there it’s not a it’s you know, there’s pros and cons to both. Right. And you’re going to work hard to be successful in whatever area that you do. You know, if you have a small business there’s no parachute right. There’s no safety net. You can’t go to your boss and ask for a raise. You can’t go and ask for an advance on your commission, right? It’s going to be you that produces your results. You do have an ejection handle where you got to bail out, right? That’s that’s the out for that part of it. So you know, a lot a lot of veterans make great small business owners in most situations. You know, not always the education in business or not always having that background of how to run a business, which is why coaches are important or all the veteran organizations. Bunker labs.org is a great veterans resource for for veterans that want to have a small business, a lot of free resources on how to start a small business on that part of it. So you definitely have to have a mentor to help you out and do that part of it. But the benefits of a small business is that, you know, you have you’re the master of your destiny, and a lot of veterans make great small business owners because they understand passion. They’ve been in the thick. They understand what it takes to have commitment. They have the perseverance, they have the drive. And you know, they can stick with it. You know, especially at that first curve where it starts to go downhill a little bit and reality sets in.

Todd Masters: [01:18:59] Well, that’s where you bunker in and, and and make it work, which is kind of where Bunker Labs comes into play at too. So I would highly recommend looking at it. So you definitely want to understand what market you want to go into and do a lot of research, right? Not just start on Google. Google, your product, your company, your service. What are you going to do in my area? Find your competitive and and do some good research up front to see if am I coming in an area where I don’t have a lot of competition that I could do well at, or other businesses like mine doing well, who can I talk to that I could run this by, right? Google in business coach. Right. And find those that do consultations like I do and say, hey, I’m thinking about starting a business. What do you think? I’m happy to spend 15, 30 minutes with you to tell you what I think from my experience and to give you some resources to go off and do some research on that part of it and do that. But you definitely need to put the work into it in advance and think through it in advance, in case you need funding in advance to sustain you and your family for a few months or years as its lean to be prepared for it. So definitely want to go into a situation like that as prepared as you can be and not just say, wow, this 9 to 5 stuff is not for me. I’m going to quit my job and start a business. That’s that’s not the way to do it.

Brian Pruett: [01:20:16] Definitely have all your ducks in a row, because I’m raising my hand because I’m guilty of jumping right in the waters. Great idea and stuff. But anyway, I got to let God handle that too. So I got three more questions for each of you. And again, I love this show because I get wrapped up in the stories and all the advice and all that. So we’re going a little longer than normal, but that’s okay as long as you guys are good. So three questions for each of you and then we’ll wrap this up. So I’m going to go back to Kimberly first okay. First question is and I normally ask these while you guys are in the middle of talking when they individually. But again I got too wrapped up in the animals. So thank you know, um, we we talked about why you’re passionate in the animals and stuff like that and all that, but why is it important for you personally to be a part of the community?

Kimberly Brenowitz: [01:20:58] Because I like to give back, and I want to make sure that anybody that has a disability can live their life to their fullest, because unless you actually know somebody that has a disability and how hard it can be, for example, you can be driving your car and somebody in the car in front of you is slow to turn around the corner, or it looks like they’re hesitating or you’re getting frustrated or whatever. Maybe that person has a disability and maybe they’re not quite to sure, or maybe they’re having a problem, but, you know, just don’t take things out. And there’s always two sides to a story. So you’ve got to learn to get a little bit of patience. And it seems that there’s no patience left anymore in our area, and there’s no thinking about somebody else and there’s no thinking. You’re all sort of seemed to be wrapped up in ourselves. We we need to think about some other people and how how we can help and how we can be there for them.

Brian Pruett: [01:21:44] Amen. Keep preaching. Keep going. Buffy. Same question. Why is it important for you to be part of the community?

Buffy Payne: [01:21:50] It’s the desire to make a difference in someone else’s life. It truly is seeing someone else overcome something or making their day a little better. Right is very heartfelt.

Brian Pruett: [01:22:03] You know the little things too. Like we talked one time I had a gentleman on that was one of my early shows that just smiling at somebody just opening the door. Yeah, right. And these days, thank yous.

Speaker5: [01:22:15] Yeah, right. Exactly.

Brian Pruett: [01:22:17] Todd, what about you? Why is it important about the community?

Speaker5: [01:22:19] Yeah.

Todd Masters: [01:22:20] You know, we’re all connected. All of us. It doesn’t matter who you are, what you think, where you’re at. We’re all. We’re all connected. For me, it’s. I want to make sure who I’m connected to, that I can help, that I can help, you know, be successful in that their families can be taken care of, you know, to alleviate the stress and burdens of owning a business. But I firmly believe that in the next 20 years, the heart of this country and the survival of this country is going to be in the small business area. And I want to do my part to make sure that America stays strong.

Brian Pruett: [01:22:50] Awesome. All right. The other thing we talk about on here all the time is the power of networking. And, Kimberly, you have the dogs that you can bring in. And I’m sure that’s just an awesome that the networking speak to that. But do you have a story in particular you can share of how the positive of networking has benefited and helped you guys?

Kimberly Brenowitz: [01:23:06] Everything as far as charity is concerned, for us anyway, has all been about word of mouth, has all been about going out there into the public. As you know, the dogs. Yes, you walk in. I was doing something with a foundation about a month ago, and I was one of the last people to arrive. And of course, what did I have? I had Rufus with me. So I walked in the door and everybody stopped. Everybody looked at the dog because the dog was the only person in the room at that time. And, you know, sometimes you just have to make a statement and you have to do something that makes you stand out a little bit more from other people, because that’s what’s going to draw attention to what you need. And then from that point on, you can make the inroads, you can do the discussion. So it’s a case of just being able to put yourself out there. I mean, we’ve had the door slammed in our faces more times than I care to remember. And, you know, right now we’re we’re trying to find a grant writer to be able to continue writing grants for us, because without those grants, we don’t get the support. We don’t get the funds coming in to operate us, because with us, we’re all volunteers. We don’t get paid for anything that we do. So any funds that we bring into paws for life USA is 100% towards the animals and the people that we’re working with.

Brian Pruett: [01:24:18] I’ll introduce you to somebody who does that for a living.

Speaker5: [01:24:20] Yeah.

Kimberly Brenowitz: [01:24:21] So so that’s one of the things that we’re desperate for. And it’s getting that word out. It’s being, you know, having that reliable content and it’s having us out there on the scene. Push push push push push. It never stops 24 over seven. All right. Well.

Brian Pruett: [01:24:36] Said, I’ll introduce you. Melanie Lambert. Just just for just for grants. That’s the name of a business. I will email you later. She’s a great lady. So as a matter of fact, that title. I meant to mention this in April, Melanie and another friend of mine, Glenda Hicks, who is a trainer for nonprofits on boards and things of that nature. She’s also a CPA strictly for nonprofits. We’re going to be hosting a kind of a half day seminar for nonprofits, and I would love to have you be involved in that with the CRM type stuff. So I’d love to help. All right, Buffy, what about you for the networking? I know you didn’t get a chance to do much in your probably your corporate career, but you kind of may be out now doing it. Do you have a story you can share?

Speaker5: [01:25:13] Yeah.

Buffy Payne: [01:25:13] So probably one of our greatest networking stories is when the Afghan government fell and we through Outer Circle Foundation and the use of our network, began evacuating our US allies out of Afghanistan over the course of two and a half years, we’ve probably helped support the evacuation of thousands of people out of Afghanistan. And probably our greatest story are the one that is most known is being able to evacuate the command sergeant major of the Afghan elite special forces out of Afghanistan. It took us two and a half years to get him into the United States. He arrived here in April of this year, and in September of this year, we were successful in bringing his wife and three children into the US.

Brian Pruett: [01:25:53] So he’s a great man to.

Speaker5: [01:25:54] Is a great man.

Brian Pruett: [01:25:55] Yes, yes.

Speaker5: [01:25:57] That’s the true power of a network.

Brian Pruett: [01:25:58] It is definitely. Todd, what about you?

Todd Masters: [01:26:02] How am I supposed to follow that? Well, my networks bring businesses together, so I love networking. It’s such an important thing, and it’s something that comes pretty natural to me. So I reach out on LinkedIn a lot to a lot of people. I think that’s how I met Matt. That connected me to Buffy, that connect me to Outer Circle and a C suite for Christ and some other great organizations. So if you get an invite to me to say, hey, let’s connect, it’s because I like to connect you with other people that might be able to help you. Once I know who you are or what you need and what you do. So I love it. I think our again, we’re all connected, right? And I think it’s very important for us to continue to work those networks so that in some case, you might be using your network to evacuate people, right, Afghanistan, or to find somebody that has a good platform that might help your business or charity out.

Brian Pruett: [01:26:47] And actually, that’s how you and we met because Matt was at a networking event, met my buddy Bob Brooks, and Bob Brooks mentored me. And I believe you reached out to me on Facebook. So that’s awesome. So, Todd, one more time, share how people can get a hold of you because they want to talk to you for your services.

Todd Masters: [01:27:01] They can call me at 67882221691. Call or text. See if you can get me there. Otherwise it’s Todd Masters focal point coaching.com.

Brian Pruett: [01:27:08] Awesome. And then the last thing as we wrap this up I always like to end this with you guys sharing a positive quote word nugget for the rest of 2023, which is only, what, 30 some days away and the rest of their life with, I guess. So, Kimberly, give us your words of wisdom.

Kimberly Brenowitz: [01:27:26] Practice patience and persistence. Mm.

Brian Pruett: [01:27:29] Buffy.

Buffy Payne: [01:27:30] Just be.

Speaker5: [01:27:30] Kind.

Brian Pruett: [01:27:31] Todd.

Todd Masters: [01:27:32] Start every day with a positive thought because your brain can only have positive thoughts or negative thoughts. So start off with positive.

Brian Pruett: [01:27:39] Awesome. And as I mentioned to the thank you is a lost art these days. So Kimberly, thank you for what you guys are doing for the community and with the animals. And please bring Rufus to the expo.

Speaker8: [01:27:48] I will definitely bring Rufus.

Speaker5: [01:27:49] And a horse.

Brian Pruett: [01:27:50] Yes. Yeah, if you can bring a horse, that’d be great too. I can.

Speaker8: [01:27:52] Bring a miniature.

Brian Pruett: [01:27:53] Horse. Buffy, thanks for what you and Matt are doing for the. Especially the first responders and the veteran community. And, Todd, thanks for what you’re doing for the business community. And again, thank you for your service. Thank you. Everybody out there listening. Let’s remember, let’s be positive. Let’s be charitable.

 

Wayne Naugle, Families 4 Families, and Scott Phelan, Janney Montgomery Scott

November 20, 2023 by John Ray

Families 4 Families
Good2Give Podcast
Wayne Naugle, Families 4 Families, and Scott Phelan, Janney Montgomery Scott
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Families 4 Families

Wayne Naugle, Families 4 Families, and Scott Phelan, Janney Montgomery Scott (Good2Give Podcast, Episode 6)

Wayne Naugle, Executive Director of Families 4 Families, and Scott Phelan, Janney Montgomery Scott, joined hosts Maria Walden-Sullivan and DePriest Waddy on this edition of the Good2Give Podcast. Wayne shared his own story of adopting two girls through the foster care system and discussed the process and challenges that both families and children face. Wayne covered the process of becoming a foster parent, dealing with special needs children, and how Families 4 Families supports those involved in fostering and adopting. Wayne and Scott discussed how charitable partnerships help nonprofit organizations achieve their missions, the role of community foundations and donor-advised funds in supporting organizations like Families 4 Families, and more.

The Good2Give Podcast is presented by the Community Foundation for Northeast Georgia and is produced by the North Fulton studio of Business RadioX®. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

Families 4 Families

Families 4 Families was founded in 2017.  Today they have seven offices in Georgia and have placed over 900 kids in foster homes. Since they started adoptions in 2018, they have completed over 130 adoptions in Georgia alone. Families 4 Families is recognized as the largest faith-based agency in Georgia. They have placed over 200 kids in 2023 alone.

Website | Facebook | Instagram

Wayne Naugle, Executive Director, Families 4 Families

Wayne Naugle, Executive Director, Families 4 Families

Wayne Naugle is a Gwinnett native; he graduated from Berkmar High School in 1990 and went on to earn an associate degree from Gwinnett Tech. His background consists of land clearing and landscaping. Later in life, he attended Luther Rice University and holds a degree in Ministry Arts.

Wayne and his wife Kelli have been married for 30 years and have five biological children, two adopted children, and one perfect granddaughter.

 

Willett Phelan Myers Rodts Wealth, Janney Montgomery Scott

No matter where you are in life—just starting out, in your peak earning years, nearing retirement, or contemplating your legacy—Willett Phelan Myers Rodts Wealth is here for you. When you work with them, it’s about going beyond investing. It’s about connecting your life and your finances.

They take a comprehensive and customized approach to your finances by understanding your needs and goals and aligning your investment strategies to help meet those goals. Their depth of knowledge and experience, combined with their firm’s capabilities and resources, enables them to provide high-quality service while offering advice and executing financial solutions for every stage of life.

No need is more important than your own. They pride themselves on making your needs and goals their own. They don’t simply work for you. They work with you to understand who you are as an individual and as an investor.

Their mission is to help you define your financial objectives and then use that knowledge to develop, together, a plan that is tailored to fit your unique needs and preferences and is in your best interest. They’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.

Website 

Scott Phelan, CFP, Executive Vice President/Wealth Management, Financial Advisor, Janney Montgomery Scott

Scott Phelan, CFP, Executive Vice President/Wealth Management, Financial Advisor at Janney Montgomery Scott

Scott Phelan has over 20 years of financial advisory and planning experience. As Executive Vice President/Wealth Management, Financial Advisor, his focus is helping build wealth for high-net-worth individuals and corporate clients. His core competencies include estate, retirement, insurance, and income tax planning strategies.

Scott has a long and distinguished career in the financial services industry, having held leadership positions at Edward Jones, The Hartford, and New England Financial. Most recently, he was a Senior Vice President, Wealth Management, Financial Advisor/Senior Portfolio Management Director at Morgan Stanley.

Scott began his career at the New England Financial Group, where he developed and implemented employee 401(k) programs.

LinkedIn

Topics Discussed in this Interview:

01:23 Wayne’s Personal Journey into Foster Care

04:26 Challenges and Realities of Foster Care

07:00 The Adoption Process and Special Needs Children

13:28 The Importance of Foster Home Placement

16:59 Personal Stories and Experiences with Foster Care

18:48 Reconnecting with a Birth Mother

20:14 Support Groups for Foster Parents

21:07 Providing Additional Support for Foster Families

21:39 The Importance of Breaks for Foster Parents

23:53 Fundraising Efforts and Support

25:39 The Role of Donor Advised Funds in Charitable Giving

35:37 The Impact of Foster Care on Other Social Issues

37:14 Contact Information and Final Thoughts

About the Good2Give Podcast

The Good2Give Podcast celebrates the work of donors, nonprofits, and the causes they care about. The hosts of the show are DePriest Waddy and Maria Walden-Sullivan, and the show series is presented by the Community Foundation for Northeast Georgia.

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

Community Foundation of Northeast Georgia

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

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

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

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

Tagged With: adoption, cfneg, DePriest Waddy, faith based organization, Families 4 Families, foster care, Good2Give Podcast, Janney Montgomery Scott LLC, Maria. Walden-Sullivant, scott phelan, The Community Foundation for Northeast Georgia, Wayne Naugle

The Future of Wine Serving, with Angela Caine, WineView

November 20, 2023 by John Ray

WineView
North Fulton Business Radio
The Future of Wine Serving, with Angela Caine, WineView
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WineViewThe Future of Wine Serving, with Angela Caine, WineView (North Fulton Business Radio, Episode 717)

Angela Caine, Co-Founder and COO of WineView, joined host John Ray on this episode of North Fulton Business Radio. She discussed her background in software and law, and the idea behind the creation of WineView and how it aims to transform the server experience in the wine industry. Angela delved into the details of their software, including its user-friendly interface, how it is designed to bridge the educational gap in wine knowledge for servers, and its customer experience and bottom-line benefits for restaurants. She also shared WineView’s collaboration with restaurant point of sale and management system, Toast, offered a success story, and much more.

North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

WineView

WineView is the only all-in-one solution for wine programs. We seamlessly integrate with Toast POS systems to guarantee a 10-20% increase in wine sales.

WineView is your Digital Wine List

✔ Gives guests and staff a way to quickly navigate your wine list

✔ Recommends wine pairings with each of your menu items

✔ Can be used on multiple devices, no hardware or iPads required

✔Automatically hides wines when they run out of stock or you 86 them

Wine Training For Today’s Workforce with Interactive wine training for your staff, trackable results to measure staff performance, training that’s tailored to your wine program, and training on your entire alcohol program.

WineView also works for other POS users.  It’s a new way to train your servers with interactive, gamified wine training, server’s score tracking and wine training that’s tailored to your wine program.

Website | LinkedIn |Facebook

Angela Caine, Co-Founder and Chief Operating Officer, WineView

Angela Caine, Co-Founder and Chief Operating Officer, WineView

Angela Grace Caine practiced law for 25 years before she decided to start a tech company.  She is a graduate of Vanderbilt University and the Cumberland School of Law in Birmingham, Alabama. For over thirty years, Angela has worked with top executives, law firms, private companies and governmental entities. During that time, she also drank a ton of wine.

When she met her co-Founder, Gary Campbell, Angela had been working as a professional for many years.  She immediately understood the idea of WineView and decided to help build the company.  Her knowledge and insight contributed to the success of the new startup as she was able to mobilize her networks in economic development, business and law to help start and build a solid foundation.  Her many years as a server did not hurt either.

WineView is “the pairing app” that helps guests and servers pair wine with their meals.  It is based on a sophisticated algorithm and database of more than 400,000 wines and 250,000 recipes.  It helps servers gain confidence in recommending wine pairings to their guests – even if they have never drank a drop of it themselves.  Further, it provides an interactive guest experience for the wine drinker who still wants to learn.  Finally, it helps restaurants boost their wine sales by training their staff and delighting their guests.

Prior to entering law school, Angela worked in Washington D.C. for U.S. Senator H. John Heinz (R-Pa.) in the office of the Press Secretary. She has accumulated multiple awards including Best in Bar for immigration law in 2008 and 2009. Angela works out the WineView office in Atlanta, Georgia.  For more information visit www.WineView.com or contact Angela at Angela@wineview.com.

LinkedIn

Questions and Topics in this Interview:

  • 00:05 Introduction 
  • 01:17 Welcoming Angela Caine from WineView
  • 01:26 Understanding WineView and Its Services
  • 03:01 Angela’s Journey to WineView
  • 04:49 The Birth of WineView
  • 05:32 The Challenges and Successes of Starting a Tech Company
  • 06:23 Why Angela Chose WineView
  • 07:46 The Role of WineView in Enhancing Restaurant Experiences
  • 08:01 The Importance of Wine Education for Servers
  • 08:48 The Impact of Wine Pairing on Dining Experience
  • 09:34 The Role of Servers in Enhancing Wine Experience
  • 13:16 The Need for a Change in the Restaurant Industry
  • 14:28 How WineView Empowers Servers
  • 15:47 The Fun and Interactive Training Modules of WineView
  • 16:53 The Power of Digital Wine Lists
  • 17:30 The Importance of Storytelling in Wine Selling
  • 17:51 Challenges in the Wine Industry
  • 18:08 The Impact of Changing Demographics on Wine Consumption
  • 18:27 The Rise of the Craft Beer Industry
  • 18:53 The Struggle of the Wine Industry to Engage Younger Generations
  • 19:11 Making Wine Knowledge More Accessible
  • 19:51 The Role of Technology in Enhancing Wine Sales
  • 22:05 The Benefits of Collaborating with Toast
  • 24:47 The Competitive Advantage of WineView
  • 27:48 The Ideal Customers for WineView
  • 29:15 Closing Remarks and Contact Information

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

RenasantBank

 

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

Since 2000, Office Angels® has been restoring joy to the lives of small business owners, enabling them to focus on what they do best. At the same time, we honor and support at-home experts who wish to continue working on an as-needed basis. Not a temp firm or a placement service, Office Angels matches a business owner’s support needs with Angels who have the talent and experience necessary to handle work that is essential to creating and maintaining a successful small business. Need help with administrative tasks, bookkeeping, marketing, presentations, workshops, speaking engagements, and more? Visit us at https://officeangels.us/.

 

TRANSCRIPT

[00:00:00] Live from the Business Radio X studio inside Renasant Bank, the bank that specializes in understanding you. It’s time for North Fulton Business Radio.
[00:00:19] John Ray: And hello again, everyone. Welcome to another edition of North Fulton Business Radio. I’m John Ray, and we are broadcasting as usual from inside Renasant Bank in beautiful Alpharetta. And if you’re tired of the mega bank experience, Yes, the computer generated voice is you know what I’m talking about.
[00:00:37] John Ray: If you’re at one of those banks, you can’t get a live person to save your life. Here’s an alternative. I’ve found that Renasant Bank is big enough to handle pretty much any need you can throw at them as a bank, but they’re small enough to deliver those services that they work in a personal way.
[00:00:54] John Ray: That’s what I found myself. Here’s a way to try them out. Go to Renasantbank. com. Find one of their local offices near you and give them a call. See if a live person answers the phone. That’s a good way to test them out. And I happen to know they do answer the phone. Give them a try. I think you’ll be glad you did.
[00:01:11] John Ray: Renasant Bank, understanding you, member FDIC. And now I want to welcome Angela Caine. Angela is with WineView. Angela, welcome.
[00:01:23] Angela Caine: Thank you so much. Good to be here.
[00:01:24] John Ray: Yeah. Great to have you here. Wineview. Tell us a little bit about how you’re serving folks. It sounds like fun.
[00:01:30] Angela Caine: Yes. Wineview, and it’s spelled W I N E V I E W, and I have to say that because a lot of tech companies decide to name themselves by changing a letter here or there.
[00:01:42] Angela Caine: Yes. And so we decided against that strategy. We wanted people to know exactly what we did. It’s Wineview. W I N E. And view, V, I, E, W. So that makes a big difference to our company. But anyway, we are a software company a right now a B2B software company and we help restaurants increase their wine sales in two ways.
[00:02:03] Angela Caine: Number one, we train their servers on their particular wine list and menu and build confidence in their serving staff. And then we also provide an interactive guest experience. And I can talk a little bit more about those, but those are our two main. Functionalities. And we found that there’s a big need in the market because after the pandemic the servers in particular, workforce in particular had a huge problem finding servers who were experienced.
[00:02:27] Angela Caine: A lot of the veterans left the industry. And and also where we are on the coast is a lot of seasonal employees, a lot of college kids, a lot of non wine drinkers who are still acting as servers. And so we found that there was a kind of a gap there. On the guest experience side, we realize that sometimes, like for example, you go down to Destin and you’ve got a two hour wait for your table, what do you do in the meantime?
[00:02:48] Angela Caine: You can research that wine list. If you’re a wine drinker and there’s 200 bottles of wine on the list, how are you going to know 200 bottles of wine? Sure. In 10 minutes. You have an opportunity to interact with that wine list digitally.
[00:03:00] Angela Caine: Oh wow. I want to get We’ll get into that, of course, in depth, but let’s talk about you and your journey, though.
[00:03:08] Angela Caine: We all have one. We’ve all got one, but I’m asking the questions here now. We’re not going to talk about Bob, we’re going to talk about yours. No, uh, why wine view? This is not talk about your background, which I already know a little bit about because it does not necessarily lend itself to, you would think that a startup like this, right?
[00:03:32] Angela Caine: Absolutely.
[00:03:33] Angela Caine: And it was strange because I’m certainly the least tech person out there. I’ll just throw that out there at the beginning. Okay. I’m, I was an attorney for literally 30 years. And I decided, which, which allowed me to know a lot about wine. So you have to learn that in law school.
[00:03:48] Angela Caine: So I was working with another partner, my co founder at the time, and he had a digital company, which did websites, social media, digital strategy. And so I had a client at the end of my career, that was an entertainment client. He was on the, on American Idol. Very popular. He was the singing garbage man, for those of you Idol fans out there.
[00:04:07] Angela Caine: And he, he did very well, and so I needed a digital strategist, and I got Gary Campbell to help me put his digital strategy together, his social media, his website, all of that. And then when we went to the finale in Los Angeles, I said we’re all here in Los Angeles, we definitely need to go to a winery.
[00:04:25] Angela Caine: Cause Gary had never been to a winery and I said, we got to winery if you’re in, if you’re in California. So we did. And he started to realize just how difficult wine was for the consumer. And so I said yeah, wine’s great, but there’s millions and millions of bottles out there and it’s a lot of information and most people don’t know a lot of that information unless you go to school to become a sommelier.
[00:04:48] Angela Caine: Sure. So we got out there and we decided that’s where the company was born. And so I thought what is a lawyer who is not a tech person? And lawyers are notoriously bad tech people anyway. What is a lawyer doing running a tech company? So I thought, all right, I’m going to let Gary go out ahead.
[00:05:04] Angela Caine: And so he hired our first dev team. He put the product together and I stayed on the sidelines. I continue to practice law. I continue to do some other things, recruiting. I worked in international and I watched how things were going, right? And, but since I’ve been a lawyer for 30 years and I’ve represented a lot of small businesses, I knew a lot of the mistakes that they were going to make and that we could make.
[00:05:23] Angela Caine: And so that helped me really navigate the first two years of our business and lo and behold, we’re still standing after two years and we’re starting to grow. So
[00:05:32] John Ray: you can see the hairpin journey. Yeah, you could see the hairpin turns coming, right? Because
[00:05:37] Angela Caine: there are so many and you can hopefully predict the ones that aren’t coming that you don’t know exactly what they’re going to look like, they’re out there.
[00:05:43] John Ray: Yeah right. Yeah. That makes a lot of sense. And most, most startups don’t have this, right? They don’t have this.
[00:05:51] Angela Caine: And they have to hire it, and it’s very expensive to hire a professional service provider early in the process.
[00:05:57] Angela Caine: It really is, and lawyers are bad about helping small businesses survive, right? They start the clock running, and the costs go up, and even the accountants are guilty of that. It’s difficult, and so I think we had a huge advantage of my… 30 years of experience working with small businesses.
[00:06:16] Angela Caine: And and thankfully I didn’t have to handle any of the tech stuff.
[00:06:19] John Ray: One more thing about you personally, and then let’s talk about the company itself. You could have gotten involved with a lot of different. Startups, if you, if that’s what you wanted, but why Wineview versus anything else that’s come your way?
[00:06:32] John Ray: I guess I
[00:06:33] Angela Caine: I knew so I grew up half in Germany and half in the United States My mom’s German my dad’s from Alabama and they met when he was stationed over there in the classic story. Sure And so I grew up in two cultures and the European wine culture is so different than the American wine culture, alcohol culture.
[00:06:51] Angela Caine: And so I had a unique understanding of how it worked. And then I like to cook and I started getting more into wine as I liked. And I had worked as a server forever. That’s how I put myself through college and law school and made great money doing it. And so I felt like I had a unique set of skills and plus as a lawyer, you’re still a server at the end of the day, you’re a service provider.
[00:07:10] Angela Caine: So I’ve been in the service industry my whole life. And I thought that’s interesting. My skill set is. Fairly unique and I thought it would be a good compliment to Gary’s skill set and so I thought if we’re gonna do something You know, I like the space I felt like we’re really helping Restaurants understand how to get better at what they were trying to do which is sell more wine and educate their guests and their servers On how to sell more wine and drink more wine.
[00:07:33] Angela Caine: Yep. So I thought let’s you know, let’s do this Good thing is you don’t think too much don’t overthink it Yeah. When you start a tech company, do not overthink it or you probably will run.
[00:07:42] John Ray: So true. Angela Caine is with us folks. She is with wine view. You talk Angela about your service.
[00:07:51] John Ray: And it’s software as a service, is really what we’re talking about here. Yeah. How you’ve got basically two main objectives. One is to, and let’s talk about them one separately here. What you talked about the I guess the relative lack of wine education that most servers have. Today are many of them have today.
[00:08:10] John Ray: I don’t know if most is the right word, but many of them have today So how does how specifically does? Your service help bridge that education gap,
[00:08:22] Angela Caine: right, so so there’s a there’s a disconnect in the wine training in general, right? Because you can become a sommelier and just to become a level one is about a two year journey and it’s way overkill, right?
[00:08:34] Angela Caine: If you’re a server in a traditional restaurant that has, let’s say 50 plus wines, you do not need to be a sommelier to sell wine. In fact, if you, if that’s all you have, you’re missing what we think is the biggest part of it, which is the pairing. So it’s not just the wine knowledge, it’s what wine goes with what food and what’s so interesting and what, and one of the reasons I love what we’re doing is, you have these chefs who are creating these tremendous menus and they are really creative people and they are putting these menus together and then you have these fabulous wines out there and nobody’s talking about how to put them together and more importantly, how do you do that?
[00:09:11] Angela Caine: quickly, right? Your staff is not gonna have the time or the maybe even the interest to learn at that level. And so what we’ve done with our software is allow them to learn what they need to know about that restaurant’s wine list and that restaurant’s menu. And so that’s really our secret sauce is that if you’re a restaurant owner and you’re like, I don’t want to sell more wine.
[00:09:32] Angela Caine: Here’s how we do that, right? We allow your servers to learn your wine list and your food pairings so that they can be experts on your restaurant. Now, whether they go somewhere else is irrelevant, but at the point of sale, when they come to you as a guest, instead of saying, Hey, what would you like to drink, they’re going to make recommendations.
[00:09:50] Angela Caine: So we’re actually changing the script of that first 60 seconds when you sit down at a restaurant.
[00:09:57] John Ray: Yeah, that, that makes a lot of sense because you said it well, that, that. Here you have these executive chefs. A lot of times are the owners, right? That really care about what’s coming out of the kitchen.
[00:10:10] John Ray: They spent a lot of time on these creations, but they can’t be out in the dining room. Making sure the right wine gets paired, right? And that makes all the difference in the world sometimes. Absolutely. With your guest experience.
[00:10:24] Angela Caine: And your guests are becoming more discriminating when they go out there, with inflationary pricing, they want a better experience.
[00:10:30] Angela Caine: If I’m going to drop a bunch of money on a nice. dinner. I want that experience. I’m not going to, I don’t want to have the server go I’m new and I really don’t like wine. I really drink wine happens all the time. So how do you get that level experience that you want for your guest when you’re back?
[00:10:44] Angela Caine: Like you said, you’re back in the kitchen creating that menu item. And it’s funny because a lot of servers can rattle off ingredients in that dish. Yes. Elaborate. Oh, tonight’s special is and then they’ll go through this elaborate description and yet they forget the last piece, which is, and it would go very nicely or chef would recommend this wine to go with it.
[00:11:03] Angela Caine: No one ever does that, right? Because most guests would probably say yes, because they’re, you’re the expert on your restaurant, right? You’ve put your wine list together. You put your menu together. Why would you leave money on the table by not having the server or Be able to recommend to the guest
[00:11:20] John Ray: and that does mean money on the table.
[00:11:22] John Ray: So let’s talk about that. Let’s get to the bottom line. You’re right. So yeah, what does that mean? What’s the Delta?
[00:11:27] Angela Caine: Absolutely. Just, and we’re really not changing the process. We’re just tweaking the script, right? So typically, typical restaurant situation, you walk in, you sit down with your wife and they ask you.
[00:11:39] Angela Caine: What would you like to drink and they’ve given you what a minute and a half to look at them and you have no idea. Maybe it’s the first time you’ve ever been to this restaurant before, no idea. You’re looking at 200 wines on a wine list. And so if you’re a typical guy, you’re gonna be like, you know what?
[00:11:52] Angela Caine: I’m just gonna go with a bourbon or a beer. And then the wife is I like wine, but I have no idea. This is going to take forever for me to figure it out. So instead of doing that, what we’re trying to do is to let that server seat you, give you some water. And give you the time to relax into the experience and then come back and ask you not what you’re having to drink, but what are you having to eat?
[00:12:15] Angela Caine: For example, are you starting off with the crab claws, right? And then you say, yes, that’d be great. The chef recommends because of the way we prepare them, this great Sauvignon Blanc. Would you like to try a glass with the appetizer? Think about how different that would be. Cause first of all, you’ve been given time because a lot of times we train these servers to upsell and fast fast, and turn your tables.
[00:12:36] Angela Caine: And I was a server for 30 years and I can tell you it. It has not changed, it has not changed the same thing I did back, in the 80s is what’s happening today. So we’re going to change that and give you the time to enjoy this experience. And so one of the biggest things is that, that wine pairing.
[00:12:52] Angela Caine: It’s knowledge, it’s amazing when you pair the right wine with the right food. It’s magical, that is where the magic happens. That’s where we are trying to plug in. And I think a lot of restaurant owners will agree, but they feel like I believe they feel like they’re limited because of, the workforce is hard to find.
[00:13:09] Angela Caine: They’re very inexperienced and it takes time to train people and it takes time to motivate people, right? So that’s one of the ways we’re helping them out.
[00:13:16] John Ray: And the other thing too is The industry itself has trained diners, um, in a not so great direction, right? To go ahead and make that selection on what they’re going to have to drink before they order the food.
[00:13:31] John Ray: And so you’ve really got to, unlearn that tendency, right?
[00:13:37] Angela Caine: Correct. Go to Europe and you’ll unlearn it real fast because they don’t do that over there. They’re starting to because they feel like it works, but the European style is you’re seated for a minute. Before they come over and start asking you what you want to have.
[00:13:50] Angela Caine: And so that gives you the time to just settle in, this isn’t McDonald’s. You’re not there for fast in and out. This is an experience. If you’re dropping 200 bucks on a dinner, you want your money’s worth.
[00:14:00] John Ray: Yeah. And let’s get to that piece of it. So the guest experience.
[00:14:04] John Ray: I could see, of course we’re business here and I’m thinking about a business dinner, right? Where they don’t. Happened as much as they used to, right? And so therefore, when they happen, you want you that you want them to be first class and over the top and successful, right?
[00:14:23] John Ray: So that’s what we’re talking about. Here’s creating that. a great experience,
[00:14:27] Angela Caine: correct. And what I think that comes down to is how confident is your server on the menu, right? So you have to have confidence to be able to recommend a wine. It is not a cheap product. And if you were selling a glass, you have to upsell to a bottle.
[00:14:41] Angela Caine: And there’s, pro tips that we give on how to do that. But you have to go to that table with confidence. And that’s one of the things that, that most servers are not, they lack confidence in selling wine. They can sell a beer, they can sell a mixed drink because most people know those, most guests can order those themselves when it gets into wine, even the executives because this is a totally new wine list.
[00:15:02] Angela Caine: Maybe they’ve never seen these at Publix the wines on this list. So even then it’s, it comes down to the server being able to recommend. Wine to that table, and you can definitely get them to order wine because it makes the experience, the lunch or the dinner so much more fantastic,
[00:15:18] John Ray: right. And the server, I can see how the server is might be worried about running up against.
[00:15:24] John Ray: Someone who has some knowledge about wine, right? And they’ve got their own opinions. Absolutely. And so what you’re doing is giving them the knowledge and the confidence to be able to talk intelligently with that particular diner too.
[00:15:40] Angela Caine: Exactly. Because they’re not experts on wine.
[00:15:42] Angela Caine: They’re experts on their wine at their restaurant. That’s the big difference. And they’re pairing. That’s right. Yeah, that’s exactly what we teach them and the training modules are fun So we actually modeled them on an app called Duolingo. Yes, which is a very fun I mean talk about something difficult learning a foreign language is really difficult Yes, and so we’ve said okay if they can do it and make it fun Then we can do it and make it fun.
[00:16:04] Angela Caine: And so the knowledge that we give there’s usually about eight to ten questions We do it like a wordle we do it maybe fill in the blank. There’s gonna pop in confusion Fetty, there’s lots of reinforcement because we want people to want to take, we want the servers to want to take the training and then really learn something along the way.
[00:16:21] Angela Caine: So we put it in kind of bite sized, unintended bite size morsels, and then we reinforce the training on that specific wine list and menu. So that’s, I think the big difference with our product.
[00:16:32] John Ray: So is this a product where the server learns this let’s say off the dining room floor and then brings that knowledge or they have a handheld or how does that work?
[00:16:44] Angela Caine: Yeah, so there’s a couple different ways that the restaurants can do it if they’re not tech adverse. So a lot of restaurants that are, they don’t want technology anywhere near the guest. I can understand that. And now with this newer generation, they recognize that maybe an iPad is a good way to.
[00:16:58] Angela Caine: Cause if you’re having that much knowledge that you have to impart in a very short amount of time, sometimes the guest wants to learn a little bit more about the wines that you have, right? Cause maybe the server slammed, maybe he just got sat with 10 tables. And so the guest might want to interact with the wine list.
[00:17:13] Angela Caine: And what’s cool about that is the chef or the beverage director can say, you know what? There’s the tasting notes on this wine are not very. Good. They’re not very informative. I’m going to change them and I’m going to say, I can make my own. I can customize the tasting notes so I can give the guests directly what I want them to know about this wine.
[00:17:30] Angela Caine: And that’s even better because, at the end of the day, the guest kind of likes the story. If you think about how many wines are out there, it’s the story that sells, where is this vineyard from? Why did they start this vineyard? What’s the, what are they passionate about with this wine making?
[00:17:43] Angela Caine: What is the vintage year and why was it important or why was it not good that year? Those kinds of things make things a lot more fun in the wine industry. And really the wine industry itself has done a poor job of kind of getting next generation wine drinkers interested. They’re still elitist to a certain extent.
[00:18:00] Angela Caine: It’s not very accessible to everyone. And so we’re trying to change that.
[00:18:05] John Ray: That’s an interesting dynamic. I hadn’t thought of. It’s just the demographics how those are changing and how that’s changing wine consumption. So is wine consumption overall on a downward trend right now? And you’ve got a lot of course, it seems like we have new wineries come out coming out all the time, right?
[00:18:24] John Ray: So is that the dynamic? That’s going on right now?
[00:18:27] Angela Caine: I think So if you compare the wine industry to like the craft beer industry, it’s getting crushed, right? The craft beer industry has done an amazing job of motivating the next generation wine drinkers and educating them and exciting the wine, the next generation of beer drinkers.
[00:18:42] Angela Caine: The wine industry has, I believe, lagged behind. Because I don’t think they thought they had to keep up, right? I think they thought they had their sales. They had their distributor channels. They had their loyal clientele. But as you, like my son’s 23 and he’s starting to learn how to cook. And he’s mom, I have no idea.
[00:18:59] Angela Caine: I want to make a lasagna or a chicken, chicken Alfredo or something. What do I do with it? So there is interest there, but especially men are very intimidated, with learning wine out in the open. We want to get. them more comfortable with it. And so that’s the idea is to I don’t want to say dumb it down, but make it more accessible to everybody.
[00:19:17] Angela Caine: Sure.
[00:19:18] John Ray: Maybe the way to say it is you break down the component parts of it all. Because it can be overwhelming, um, when it’s all put together. That’s right.
[00:19:27] Angela Caine: Yeah, absolutely. It’s a diff and like I said, when we saw Duolingo did a pretty good job with a very difficult topic.
[00:19:33] Angela Caine: Yeah. I thought, alright, if they can do it, we got this too.
[00:19:35] John Ray: . Yeah, for sure. For sure. and as, no, as as good and worthy as learning Spanish or Portuguese is learning about wine that way sounds even more fun. That’s right. Angela Caine is with us folks with Wine View is the name of her company.
[00:19:51] John Ray: What’s the overall difference that this makes for, uh, in terms of the the, the revenue to the restaurant itself. What, I know it’s different for each restaurant, but what does that look like overall?
[00:20:06] Angela Caine: So we guarantee a 20 percent minimum increase in about two months if you use our product correctly.
[00:20:12] Angela Caine: So we have a great onboarding process. We have a great CSM assigned to you to make sure that Understand the technology, we say it’s like a diet app, right? Yeah We all want to lose weight and then we download these apps and we actually never use them and then we’d understand why we haven’t Lost the pound, right?
[00:20:26] Angela Caine: So that’s what I realized from being a non tech person that we needed this really very robust onboarding process And so we figured that one out and our clients are very happy We walk them through the process. We get the servers on lined up for the training. And so what happens is you can increase wine sales because we’re not changing the actions that take place in the restaurant.
[00:20:46] Angela Caine: We’re just changing the conversations that take place in the restaurant. So you still have the server going up to the table and taking their order and you still have the guests looking at wine lists or menu items and trying to figure out what they want to eat or drink. But we are putting, We’re taking it up a notch, right?
[00:21:02] Angela Caine: So just by that changing that transaction, we can easily guarantee a 20 percent probably more, but our data is suggesting that, because you’ve servers are servers, you’re going to lose some and the downturns in the economy and people aren’t, that those factors, by and large, if you use our product as intended, you’re looking at a minimum of a 20 percent increase in about two months.
[00:21:22] John Ray: And that’s a 20 percent increase in wine sales. And and that’s a much higher margin. Component of the business than food, let’s say. So your gross margin is increased because of that. Increase in wine sales. ThAt’s music to a lot of restaurant owners ears, right?
[00:21:40] Angela Caine: And I know from being a server for all those years, margins in restaurants are tough and inflation is killing them right now.
[00:21:46] Angela Caine: High costs of energy is killing them right now. Workforce problems are killing them now. So technology I think is trying to get further and deeper into that industry to help restaurant owners. But, they’re limited on time. It’s not just the money. They don’t have time. And so we have to do both.
[00:22:00] Angela Caine: We have to save them time. We have to make them money. And I feel like we’ve done that.
[00:22:05] John Ray: You’ve got a collaboration with a company called Toast. Yes. Explain who Toast is and what the value of that collaboration is. Yes. So
[00:22:14] Angela Caine: Toast is an incredible, so Toast is a POS point of sale company and so we go to the National Restaurant Association convention every year in Chicago And we met them the first year.
[00:22:24] Angela Caine: I think they were the first year but when we were on the floor at the National Restaurant Association, there was probably 20 point of sale Systems out there and we’re in Atlanta. So NCR is a big one They have one called Aloha and then there’s micros and there’s all kinds of POS I had no idea there was 20 of them and probably more those were just the ones that we saw at the show But we started asking around and, just like every other industry, who’s the cool kids, right?
[00:22:47] Angela Caine: And Toast, definitely. They’re out of Boston and they have decided that they wanted to be the most innovative and they wanted to solve problems differently with technology than some of the existing who’ve been around forever. And so we hitched our kind of wagon to their train and they are growing like gangbusters and what’s nice because we’re integrated.
[00:23:06] Angela Caine: So we’re at what’s called a full integration partner. So right now if you’re a Toast customer, you can go on your point of sale and you can enable wine view, right? You don’t even have to talk to us at all. It’s right there on your point of sale system. And what that means is all of your menu items and all of your wines will migrate over to your system.
[00:23:23] Angela Caine: Through us. Okay. Then obviously you have to hire us to manage all that, but you can enable it right now. And some customers are already looking at, all right let’s, walk before we run, let’s see how this goes. And so being with Toast has given us a really good context because that’s, obviously they are a huge technological giant.
[00:23:42] Angela Caine: They’re, I went, just went to an event last night and they’re constantly putting new things out there. They’re trying to make it more. User friendly and we get the benefit of that, right? They’re a billion dollar company. We’re not. So we can, and they have lots of partners and the way they sell their partners is look, Toast cannot do everything.
[00:23:58] Angela Caine: So we bring in the software, like an app store, right? So you can a la carte, go through the app store on Toast and pick which ones that you need, maybe the accounting software, maybe an inventory software, maybe a menu software. And so we’re the only wine software in not only Toast, but any POS.
[00:24:14] Angela Caine: There’s no other wine software. where that’s integrated with the
[00:24:16] Angela Caine: POS.
[00:24:17] John Ray: Oh, wow. So that
[00:24:18] Angela Caine: we got real lucky./
[00:24:20] John Ray: And that, that’s certainly, I see why Toast would be interested in you then. Because you’re, that’s something that doesn’t exist unless you’re on the scene there for them. That’s right.
[00:24:30] Angela Caine: Our biggest competitor, if you ask around and they’re not even a competitor because they don’t do, it’s not apples to apples, but it’s a company called Vivino and they want to be the Amazon of wine. So they actually, you can buy from them and they can ship things to you and they teach you about wine and all that.
[00:24:43] Angela Caine: It’s a great product, just not the same as ours. Yeah,
[00:24:46] John Ray: got it. So let’s talk about, whereas we come up on The end of our time, I’d love it if you could share maybe a success story or I know it’s early on, but sounds based on our conversation before the show, you’ve already got some.
[00:25:03] Angela Caine: We do. And, and I hope this doesn’t offend anybody, this industry is is no different than any other industry. So one of the biggest challenges they have is how do you train and motivate a young workforce that is always on their phone? The next generation, and I’m sure you’ve heard this after interviewing all the businesses that you’ve interviewed.
[00:25:20] Angela Caine: Oh, sure. How do you do that? These folks, they learn different. They respond different. They act different. And so if you’re, let’s say a baby boomer or a Gen X or a owner. And you’re, or beverage director, and you’re looking at this new generic, you’re pulling your hair out. You’re like, I can’t get them off their phones.
[00:25:39] Angela Caine: I don’t know if they’re paying attention. I don’t think they’re retaining anything. I don’t, they want everything too fat. How do they’re literally at the end of their rope. And they’re going, and I don’t have the time or expertise to deal with them. So what we’ve done, and we just signed a customer that’s got about 26 locations in multiple states.
[00:25:55] Angela Caine: And we handle all that for them, right? So we. Wrangle their servers and we can use messaging so we can directly message the servers and say, Hey, we’re out of the, 2018 Pinot Noir or whatever. And so there’s lots of ways that they can interact with their servers. We do all of the training.
[00:26:11] Angela Caine: We make sure that they’re doing the training because every week we can give a report to the restaurant and say, Hey, Susie’s looking really good. She’s crushing it. Billy, not so much. You may want to look at that or we can look at that for you. You decide how you want to handle it. So they were extremely happy that one of their biggest frustration points has turned into actually something quite positive because they’re seeing the wine sales go up as we are wrangling their staff and making sure that they know what they’re doing when it comes to selling wine and they’re loving it.
[00:26:40] Angela Caine: Because they literally had no other, they had no other option. They didn’t know what to do and they didn’t know we existed. And so when we were introduced to them by their distributor, they were like, yes. So yeah, so that’s one of our big ones and we ran it as a pilot and then we’re going to roll it out to all 26 locations.
[00:26:57] Angela Caine: That’s awesome. So I think it’s going to be, and it’s fun too, because the different locations now are competing against one another. So we told them like, like Framingham is doing pretty good, Meadowbrook or whatever is killing you guys. So you need to up your game so we can make them competitive and servers are very competitive people.
[00:27:12] Angela Caine: And so once you say, and there’s prizes and everything, they get bottles of wine, they get to actually try the food that they’re serving, which is rare in the industry. And so that’s like some fun, competitive advantage. But the biggest success story is that woman that we were meeting with initially, the beverage director is thank you.
[00:27:27] Angela Caine: I can now sleep at night. My hair is not as going as gray as it was. And and I’m not about to kill somebody. So I consider that a pretty big success
[00:27:36] Angela Caine: story.
[00:27:37] John Ray: That’s a great one. Let’s be clear as we wrap up here Angela on. The because restaurant industry is a big industry, lots of different players, lots of it’s changing and it’s changing.
[00:27:48] John Ray: So who are the best fits for your service?
[00:27:51] Angela Caine: Yeah, so really, we’ve narrowed it down to two types of restaurants. One is your sort of typical fine dining with servers with a big kind of a robust wine list, I would say at least 30 to 50 and above. And some have 600, these wine bars that have ridiculous amounts of wine.
[00:28:06] Angela Caine: So I would think that is definitely one of our biggest categories. But the other one is Just the opposite. Let’s say you go to a pizza and right around the holidays is really important. Let’s say you’re at Christmas shopping and your son or you’re with, they want, he wants a pizza and you’re like, I’m not feeling the pizza thing.
[00:28:20] Angela Caine: I want to get some pasta, right? Some nice pasta. And so you go to one of these kind of fast, casual restaurants that you still have to order and they still have alcohol. You’re not going to have a beer with like chicken Alfredo. You might have it with pizza, but you’re not going to have it with that. And if you’re a female, you really don’t want to have a beer with, with something like that.
[00:28:39] Angela Caine: So any place that has like pasta or fast casual that you would normally have a glass of wine with, those restaurants don’t even build a wine program very well. They have a couple of them. Like when you go in, they’ll say, would you like red or would you like white? That’s it. Yeah. , you don’t get anything else.
[00:28:54] Angela Caine: That’s proof. Yeah. So we can even help them build out a very basic wine selection and then we can help them. ’cause they don’t have servers, right? You’re ordering everything at the countertop. So we, there’s a big difference between one of our customer groups versus the other, but both of them benefit they just benefit from different parts of our product.
[00:29:11] John Ray: Yeah.
[00:29:12] John Ray: That makes a lot of sense. Wow. Angela, congratulations on your success so far. It’s, I’m delighted that we could have you here to celebrate that and to wish you well as you continue to grow. Yeah, congratulations on your work. But let’s get to the most important question for those that have heard something here that makes them want to be in touch.
[00:29:31] John Ray: Tell them how they can do that.
[00:29:32] Angela Caine: Absolutely.
[00:29:33] Angela Caine: So our website is as wineview. com and you can go there. It’s very, I feel like we’ve done a pretty good job of explaining what we do. A lot of times you go to a tech website, you have no idea what they do. And then you actually have to talk to a person. If you go to our website, there’s a book, a demo button, and that’s the easy, what I tell people is it’s very difficult with tech to explain it. So it’s better just to see a demo. So if you’re a restaurant owner, you would go and then we could actually tell you how wine view would work in your restaurant. I feel like that’s the easy, I’m a visual person. Anyway, I feel like that’s the best, but yeah, but otherwise you can go to wineview.
[00:30:05] Angela Caine: com. You can find it on the app stores so you can download it directly off your apple app store or android and then you can check us out that way as well.
[00:30:13] John Ray: Terrific. AngelCainene from WineView. Angela, thanks again for coming in.
[00:30:18] Angela Caine: !Thank you so much. Pleasure being here.
[00:30:19] John Ray: Absolutely. Hey folks, just a quick reminder.
[00:30:22] John Ray: If you’re, um, if you’re not getting what you need out of your back office and you’re Just drinking too much wine. Worried about it. Maybe that’s the way to put it. You’ve got administrative tasks that are weighing you down. You’ve got your bookkeeping has the look of a Nike shoe box with receipts falling out.
[00:30:43] John Ray: If that’s your state of affairs you need to improve to bring the joy back to your business. And the folks that can help you do that are the folks at Office Angels. They have a whole team of angels who fly in, get that work done for you, and then they fly out and they do it on an ongoing.
[00:30:59] John Ray: Or as needed basis, I use their services myself for my business, and I couldn’t do it without them. Give them a call 0 5 0 0. Or if you’re shy, go to office angels dot U S and check them out there. But I suggest just giving them a call and let them know I sent you 6 And you’ll be glad you did. And as we record the show here in November, 2023 we’re a month away from my book coming out.
[00:31:31] John Ray: If you’re a solo or a small firm, professional services provider, and you’re having trouble with your confidence, knowing your value, knowing your pricing, what your pricing should be this may be the book for you. It’s called the generosity mindset method for business success. Raise your confidence, your value and your prices.
[00:31:51] John Ray: If you want to know more, you can go to the generosity mindset. com and receive updates on the book. Or if you’re listening to this show in 2024, you can find out where to buy the book. But you can go to the generosity mindset. com. go To that website one way or the other.
[00:32:08] John Ray: And I want to thank you, our listeners. This is show, I think number seven. 16, I believe after seven and a half years, we’re still going and we’re still going because of you you continue to support us in numerous ways, including sharing social media posts. And one of the particular ways that I really appreciate is when you share the show with someone you think could benefit from knowing about the services or products of our guests.
[00:32:35] John Ray: Here’s a great example. If you know of a restaurant owner, you think could benefit from wine view services. Here’s a great one to share. Thank you for that because it helps our guests and that’s what we’re here to do. And it also helps us live into our mission to be the voice of business in the North Fulton region.
[00:32:54] John Ray: So for my guest, Angela Caine, I’m John Ray. Join us next time here on North Fulton business radio.

 

Tagged With: Angela Caine, customer experience, John Ray, North Fulton Business Radio, Office Angels, renasant bank, restaurant, restaurant management, Toast, wine, WineView

Bina Colman with Compassionate Callers and Tony Siebers with Parent Projects

November 16, 2023 by Karen

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Phoenix Business Radio
Bina Colman with Compassionate Callers and Tony Siebers with Parent Projects
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Bina Colman with Compassionate Callers and Tony Siebers with Parent Projects

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Compassionate Callers offers a new way to check in on your loved ones. It is a simple calling service dedicated to connecting loved ones and clients of all ages. Our mission is to provide reliable, affordable and compassion support through up to 5 calls per day, 7 days a week. We offer a wide range of services designed to enhance the well-being and quality of life for our clients.

For individuals in need of regular reminders for medication and meal schedules, encouragement for physical therapy exercises or a true pro-active fall alert. We cater to a diverse array of needs with each client getting their own assessment and care plan which ensures that each call made serves a purpose.

Beyond the practice assistance, our service is a lifeline for the elderly, combating the scourge of loneliness. We go the extra mile by offering a monthly activity kit to engage and enrich their lives to stimulate both their minds and hands. These monthly activity kits provide an invaluable benefit to our aging population.

For busy parents juggling full-time jobs and latchkey kids returning home to an empty house, Compassionate Callers step in to provide reassurance and connection. We call children upon their return home from school and continue to check in throughout the afternoon until their parents return, creating a safer and more connected environment.

Additionally, Compassionate Callers is an invaluable HR benefit for employers looking to support their full-time employees who are also full-time family caregivers. Research has consistently shown that individuals in this dual role face a productivity decline of at least 18%, a number that only escalates with mounting stress at home and work. By assuming up to 5 phone calls, 7 days a week, we help these employees regain their productivity, reducing stress and improving their overall work-life balance.

Compassionate Callers is not just a service; it’s a lifeline, a support system and a solution for a healthier, happier and more connected life for everyone we serve.

Bina-Colman-Phoenix-Business-RadioBina Colman is the Founder of Compassionate Callers. Her dad was diagnosed with dementia in his late 50’s and passed in his early 60’s because of his condition.

With Bina’s education, work experience and being a sandwich caregiver, she knew that there was a piece of the continuous care missing for so many that were not able to place their loved ones in a community or hire full time home care (non-medical caregivers).

She is hopeful that Compassionate Callers can be an affordable resource in the elderly world to give family caregivers some peace of mind!

Connect with Bina on LinkedIn and follow Compassionate Callers on Facebook and Instagram.

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Parent Projects™ is a growing community of verified age-friendly businesses providing families an Ai-assisted lifeline to clarify & simplify the challenge of supporting an aging loved one.

They curate relevant information and industry-expert content into a cohesive and affordable digital marketplace supported by Augmented Intelligence (Ai). Their proprietary smart planner platform, Parent Projects™ Connect, organizes a families effort to tackle the challenges of a Parent Project by delivering the right information at the right time to the right person.

From expert advice to finding an age-friendly business, Parent Projects™ reduces common emotional barriers, conflict and uncertainty in how to care for an aging loved one. Additionally, Parent Projects has a large verified business network, and the connect their business network to the families of this growing marketplace.

Tony-Siebers-Phoenix-Business-RadioFounder of Parent Projects, and Host of the Parent Projects Podcast, Tony Siebers is a contributing member of the Forbes Non-Profit Advisory Council. He’s a nationally credentialed Senior Move Manager and Senior Real Estate Specialist as well as a licensed Realtor in Arizona. Tony is a former law enforcement and military officer with decades of crisis management and team-building expertise.

Tony ventured into positions within Fortune 500 companies where he served as a Corporate Strategy Director. He has also served privately held/family companies as the Director of Real Estate and Development.

Tony and his wife Amey reside in Arizona where they raise five children. Tony continues to serve non-profit and government sectors in Mesa, including the AZ Small Business Development Council, Rotary International, and Catholic Charities of Arizona.

Tony holds a Bachelor’s Degree in Political Science from the University of Oregon, and a Master’s in Business Administration from Marylhurst University.

Follow Parent Project on LinkedIn, Facebook, Twitter and Instagram.

Tagged With: aging parents, call service, Caregiver, compassionate callers, downsizing, elder support, eldercare, home care, how to help mom and dad, senior living

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