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The R3 Continuum Playbook: Should I Start a Mental Wellness Program at My Company? – An Interview with Dr. George Vergolias, R3 Continuum on the Decision Vision Podcast

February 24, 2022 by John Ray

R3 Continuum
Minneapolis St. Paul Studio
The R3 Continuum Playbook: Should I Start a Mental Wellness Program at My Company? - An Interview with Dr. George Vergolias, R3 Continuum on the Decision Vision Podcast
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R3 Continuum

The R3 Continuum Playbook: Should I Start a Mental Wellness Program at My Company? – An Interview with Dr. George Vergolias, R3 Continuum on the Decision Vision Podcast

Dr. George Vergolias, Medical Director at R3 Continuum, was a guest on the Decision Vision podcast, hosted by Mike Blake, discussing whether an organization should start a mental wellness program. In this insightful episode, Dr. Vergolias laid out the considerations and issues involved, best practices for meeting the needs of people’s emotional and psychological health, the rise of telehealth, the potential returns of such programs, the characteristics of a successful program, and much more.

The show archive of the Decision Vision podcast can be found here. The R3 Continuum Playbook is presented by R3 Continuum and is produced by the Minneapolis-St.Paul Studio of Business RadioX®. R3 Continuum is the underwriter of Workplace MVP, the show which celebrates heroes in the workplace.

TRANSCRIPT

Intro: Broadcasting from the Business RadioX studios, here is your R3 Continuum Playbook. Brought to you by Workplace MVP sponsor R3 Continuum, a global leader in workplace behavioral health, crisis and security solutions.

Shane McNally: Hi, there. My name is Shane McNally, marketing specialist for R3 Continuum. This week’s R3 Continuum Playbook is going to be a bit different. We’re really excited to share that R3 Continuum Medical Director, Dr. George Vergolias, was recently a guest on the Decision Vision podcast. Dr. Vergolias had a conversation with Mike Blake from Brady Ware & Company, where they discussed mental wellness programs, and if it’s worth considering the implementation of one at your organization. They also discussed best practices for supporting emotional and psychological health, the rise of telehealth and what it takes to create and implement a mental wellness program successfully. Here’s the full conversation between Mike Blake and Dr. George Vergolias.

Mike Blake: Dr. Vergolias, welcome to the program.

George Vergolias: Thank you, Mike. It is a pleasure to be here.

Mike Blake: So, let’s start from the basics because I think people could define this differently depending on their context. How do you define mental wellness?

George Vergolias: So, the World Health Organization has, I think, a very usable and approachable definition. They define it as a state of wellbeing in which the individual in his or her own abilities can cope with the normal stresses of life. They can work productively and fruitfully. And they can make a contribution to their society. I kind of simplified that a little bit, and I like talking about mental wellness as a synergy between emotional, psychological, physical, and spiritual ways of being in the world that allow us to thrive.

Mike Blake: So, you’ve been doing this a long time, obviously, you have a lot of expertise in this field. When people think about or consider implementing a mental wellness program, what does that look like? Most of us know what a physical wellness program looks like. It could be gym memberships, and it could be walks, it could be stretching at your desk, not sitting for too long, all kinds of things of that nature, healthy snacks in the break room. But I’m not sure all that familiar with what a mental wellness program looks like. So, what, in your mind, does that look like? And maybe you can share some best practices with us?

George Vergolias: Sure. Really, it is a program that is designed at the highest level around meeting the needs of people’s emotional and psychological health. I mean, that’s kind of built into the definition. So, what does that mean in terms of best practice or what should you consider if you’re a leader at an organization? There’s a number of things that I’d recommend.

George Vergolias: And the first is, it has to be catered to your organization’s needs and to your organization’s culture. I’m not a fan of a one size fits all. There are different pain points. There are different needs, different industries, different companies, different cultures. And even in the same company, you might have different regions of the world or of the country in the U.S. that have different needs. So, it has to be catered to your needs and culture. It has to be collaborative both internally amongst various departments, as well as with outside vendors that can provide additional resources that you, as the organization, may not be an expert at.

George Vergolias: Leaders and managers need to be invested, engaged, and accountable at the highest level. I think a good example of this, which also shows some vulnerability, is Sheryl Sandberg from Facebook. Strong advocate of a mental health program, came out with her book a number of years ago, Lean In, and really was very open about her own experiences and her own vulnerabilities.

George Vergolias: That really sets a tone for employees. You want the employees to be engaged and you want their input to be part of the process of developing a program. You need to have a clear rollout and a communication plan. You need to leverage technology to support the initiative. On this front, remember, technology is a tool, it’s not the goal.

George Vergolias: I think what has happened in recent years is there have been some technology driven giants that have come on the scene that have wonderful apps and they have wonderful engagement in terms of the technology side. But they don’t necessarily have the best throughput in terms of impacting functional or behavioral change.

George Vergolias: And two more things I’d recommend. Consider a plan for anticipated barriers. Given your unique needs and culture, what are the things that you might hit roadblocks on and anticipate that ahead of time. And lastly, you want to address a menu of offerings in that service plan. Ideally, it shouldn’t be just psycho-educational trainings, or just peer support, or just access to the EAP, or access to mental health services. One size doesn’t fit all, and you really want a range of those things as you’re applying these programs.

Mike Blake: So, an argument might be that employees have it pretty good right now. And I’m not saying I’m saying this, but I have heard this argument, and you probably have too. Employees have not had as much power as they have right now – in my lifetime, for sure – to kind of pick and choose where they want to work, how they want to work. Many of them are working home. And for baby boomers and some Gen Xers, that seems kind of cushy, frankly.

Mike Blake: And so, that leads to the question, you know, is this question of a mental wellness program relevant to organizations that now have large numbers of people working from home? Can a company even put something in place to help them? Because with people working at home now that each have their own individual environments, now their each individual needs that are no longer kind of collectivized by an organization, they’re so diffused and so diverse now. Does that take a mental wellness program off the table? Are there things that companies can do to promote mental wellness, even if you have a largely remote workforce?

George Vergolias: It’s a great question, Mike. And my answer is, it absolutely does not take it off the table. In an interesting way, it heightens the need. Let me throw out some details for you. In March of 2021, the Microsoft Work Trends report was published. And what they came out with is a number of interesting findings, and I’m just going to throw a few out just to anchor this discussion. Compared to 2020, as they went into 2021, they saw a 100 percent increase in the use of Microsoft Teams. The average meeting was extended by ten minutes.

George Vergolias: There was an increase of 45 percent more chats being sent at random times of the day. And one of the difficulties we were finding is you always had to be on camera. So, if you were on camera, it’s really interesting that people don’t realize is if you’re in a board meeting or just a conference meeting at your workplace, you can see the speaker or your boss, and you can see if they’re paying attention to you. So, you can divert your gaze. You could take a sip of water. You can scratch your nose. You can do a million things.

George Vergolias: What’s so odd is when you’re on a Zoom meeting with eight people, you don’t know who’s looking at you at that exact moment. And so, there’s this sense of you always need to be on. You always need to be completely focused. That’s mentally exhausting. And so, there’s these realities of working remote that has really been difficult.

George Vergolias: What we’ve also seen is – this is really a fascinating study – the increased number of emails delivered in February of 2021 versus February of 2020 based on this same study, it increased in the U.S. 40.6 billion more emails were sent. So, what’s interesting is when you think of chat and you think of email, think of the disruptive nature. At any moment in the day, these things can come in and interfere with your work productivity, with your focus.

George Vergolias: And it’s like the real exhaustion. Eighty percent of employees say that they’re more productive through 2020 and through 2021, but 60 percent feel they’re overworked, and 40 percent feel exhausted. And leaders tend to be out of touch. A study from about three or four months ago by Deloitte showed that 61 percent of leaders say that they’re thriving, but only 38 percent of employees say that they’re thriving.

George Vergolias: So, the point with all of this is although that remote environment early on seemed really nice, “I could pick my kids up. I could eat lunch in my own, you know – I could wear my gym bottoms if I’m not showing, you know -” all of these things are wonderful. This sense of merging my home-personal life and my work life and not having clear boundaries with all the things I’ve already mentioned really resulted in a great deal of emotional exhaustion.

George Vergolias: And so, now, more than ever, the creative but problematic issue is, how do we engage employees in a remote work environment in a way that still meets those needs, that meets those behavioral and cognitive and psychological needs. So, it’s definitely needed and it’s a big challenge.

Mike Blake: The Zoom thing is interesting, and you’re right, it is exhausting. It is exhausting to be on camera. I think we all now have a greater appreciation for how hard it is for people who are on TV or the movies as a living. And I think, also, you become so aware because you see yourself often. If you haven’t turned off your own sort of picture that creates a self-consciousness that, I think, is also draining.

George Vergolias: You know what’s interesting, Mike, if I could just interject. What we’ve done at R3 Continuum – which I love this idea. It wasn’t my idea. I think our ops director came up with this because she read an article – is we tacitly or explicitly gave permission for people to go off camera, whether it’s because their kids are screaming in the background, or their dogs barking, or maybe they didn’t clean up, some of our folks were doing these calls from their bedrooms. There’s a number of reasons why you would want to do that. But that really gave permission for people to say as long as you’re still focused within reason as you normally would be in the office, you can go off camera if you need a relief.

Mike Blake: Yeah. And, also, I wonder, you know, I’ve heard that some people are more focused when they can be also a little distracted. You know what I mean? They’re doodling or something, right? But being on camera where you just sort of have to lock your eyes into the camera and you can’t do that, I think that’s also very stressful for people. And turning off the cameras is a really good idea.

George Vergolias: Yeah. Absolutely. Absolutely.

Mike Blake: So, speaking of boundaries, here’s a question I want to ask. Are there any limits or are there boundaries in terms of how realistic it is to expect a mental wellness program to perform in terms of addressing potential sources of mental unwellness? Are there certain things that a corporate mental wellness program can or can’t do despite your best of intentions throwing all the resources at it that you want? Or is anything on the table? Could a well-constructed, well-funded mental wellness program achieve almost anything you want?

George Vergolias: I don’t think it can achieve anything you want. I think what it can do, it can really help prevent a host of developing issues, like anxiety, depression, substance abuse, even suicidal ideation. It can’t fully prevent those. But what it can do is help catch those upstream when they’re developing, and then get people to the proper resources, be they formal clinical treatments, or what we call more organic supportive resources, like peer support, mindfulness programs, psycho-educational training, things of that nature. That could be really helpful.

George Vergolias: And by doing that, the upside is that can impact morale. It could impact productivity, which has a bottom line impact on businesses. And most importantly, it can impact cultural cohesion and cultural engagement. It impacts talent retention, all of those.

George Vergolias: There are some limits, though. So, some things I think it cannot really do is, if somebody has a moderate to severe mental health problem, they probably need formal clinical treatment. They need to be referred to proper treatment providers that can address that either through psychotherapy and/or medications. It’s important to know that it can’t do all of that.

George Vergolias: The other thing I don’t think it can do fully without a separate approach is we see that there’s a host. And we certainly have seen in ’20 and ’21 a host of cultural tensions that emerge at the workplace, be they related to political, ethnic, racial, gender, regional differences. The big two that we’ve been involved in a great deal are the collective response to the murder of George Floyd and the demonstrations, and those demonstrations that then turned into riots. And then, of course, mask mandates and vaccine mandates.

George Vergolias: These are really tough hot points that all the way wellness program can raise the emotional IQ of your employees. And they can alleviate how that tension manifests. If you want to address those kind of cultural issues, you need to address them head on and in some different ways. A wellness program can complement that process very well. But it is not in in it of itself going to take those cultural issues away or off the table.

Mike Blake: And I’m glad you brought that up because it leads into a question I wanted to make sure to cover, and I’ll bet you encountered this. What if the company itself is the source of the mental and wellness? The new word in everybody’s lexicon now is toxic. And there are toxic people, there are toxic workplaces. I think that social media has amplified toxicity in a profound and pervasive way. And as a company reflects on or considers putting in a mental wellness program, is it possible they’re going to find that they’ve seen the enemy, and it is us. That they may be actually self-defeating because they’re the cause of the mental unwellness to begin with?

George Vergolias: One hundred percent, I agree with that. It can be very counterproductive. And I said this earlier, but it’s important to just say it again, it’s really important to know thyself as an organization, to know your culture, know your employees, know your leaders, know your pain points.

George Vergolias: It’s interesting, Mike, the image that comes to mind is imagine you spend $10,000 to landscape your backyard. The landscaper comes in, does wonderful works for weeks and does great. It looks like a Zen garden when they leave. And then, for the next six months, you don’t do anything. You don’t water, you don’t mulch, you don’t weed. What happens? It falls in complete disarray.

George Vergolias: We have seen some companies who do a pretty good launch of a wellness program, or they partner with groups like R3 or others, and we do a really good launch working in tandem with them, but they’re not dealing with their cultural toxicity. And that just undermines the foundation on which all of that is based. What’s really interesting when you think of a physical wellness, bring in massage therapists, have a dietician come in, there’s a number of other ways you can do that. In part, you need to be engaged in that process for it to be beneficial. But there’s physical benefits that one can get without necessarily voluntarily being engaged in the process.

George Vergolias: When you think of mental wellness, the recipient has to have buy in. They have to believe in it and they have to do the work. And if you don’t have a culture of trust, if you have a culture of stigmatization against feeling vulnerable or admitting that you have mental health challenges, the best program in the world just isn’t going to take off. So, it’s a really poignant question that you raise.

Mike Blake: So, in point of fact, this may be something that might be considered hand in hand with a leadership and cultural evaluation. Because it seems to me this is a real double-edged sword of a mental wellness program is that, if you put that in, you may find things out about your organization that you don’t necessarily love.

Mike Blake: I can easily see a scenario in which you put in a mental wellness program, let’s say, you have a telemental health consultations. And then, an employee says, “Yeah. I’m not the underperformer. My boss is really toxic. I’m quitting.” I mean, that’s a very real possible outcome, right?

George Vergolias: That’s absolutely right.

Mike Blake: And I kind of even wonder if before you put in a mental wellness program, you may want to do some sort of self-evaluation to make sure that, again, you’re not the one causing the mental unwellness in the first place.

George Vergolias: I think that’s very important. And that’s why that engagement, all the way from top to bottom, of getting input, certainly, from leadership – that’s important – middle management, all the way down to your frontline employees is critical, so you can understand what those insights are. And it’s critical to do it in a way, I recommend doing that in an anonymous way so that people can feel more comfortable being open and there won’t be backlash on their job. Because what you really want is you don’t necessarily want people to fall in line in that step of the process. You want really honest and candid, almost gut punch data so you can take a really good appraisal of where are we as a company, and what are the pain points that we need to solve along those lines? I totally agree with that.

Mike Blake: So, you’ve done this for a long time and, of course, you’re right in the middle of it with coronavirus, are you able in any way to measure kind of the ROI of putting programs like this? And what have you seen in terms of improved company performance, bottom line-wise, for companies that have successfully implemented mental wellness programs?

George Vergolias: Yes. Again, great question. And it’s something that if you go back five years and certainly ten years ago, there was some studies that showed ROI, but I don’t think they were nearly as well developed. What we’re seeing just in the last two years is what I’d refer to as an explosion of studies looking at what is the ROI, not only in terms of human impact, but also in terms of bottom line.

George Vergolias: And the ultimate conclusion – I’ll give you a quick data point from a Canadian study that was done recently – you have to make a business case for the benefit as well at some point to get that buy in. So, what’s interesting is Deloitte did a study – now, this was November of 2019. So, what’s interesting here is that was actually at the frontend or just before the pandemic – and they were looking at a wellness program across ten different large companies in Canada.

George Vergolias: And what they found going in, they estimated that ten percent of those employees across that sample size had depression. And the annual cost of depression – and this is in the U.S. – is $31 to 51 billion in terms of lost productivity, absenteeism, presenteeism, and so on.

George Vergolias: And what we know is the World Economic Forum estimates that the cost globally is going to be six trillion and that’s for mental health problems globally, the business loss or the cost of decreased productivity. What’s interesting is when they did this study and they looked at productivity, they looked at engagement of employees, they looked at talent acquisition and overall throughput of work, they found that after three years, there was a 60 percent ROI on dollar spent. And after four plus years, four or five six years, that ROI went up 118 percent. And that’s based on the productivity, and the output, and the creative inventive-ism, if you will, or ingenuity that people were bringing to the table.

George Vergolias: Because the hard reality is, if you have a burned out, exhausted, anxious, depressed core group in your workforce, they’re not being innovative, they’re not being collaborative. They are getting by day-by-day and they’re not pushing the envelope from a business perspective. That’s not the talent you want. Well, you want that talent, but you want that talent to be more at a place of wellness and thriving is what I meant by that.

Mike Blake: So, one question that comes to mind and probably may come to mind with some of our listeners is that, we’re reading all over the place that this is a great time to be a therapist or a psychologist or psychiatrist. You know, most doctors, they’re not even taking new patients right now. You can’t get a consult. How do companies kind of address that or not let that stand in the way of providing resources to their employees?

George Vergolias: So, first, that’s an absolute harsh reality right now. And what’s interesting as a side note, in my work with my Telepsych company, we’ve been doing telehealth for almost 19 years. And up until the pandemic, we struggled with a lot of hospitals getting them to really adopt a telemental health approach. As you said earlier, Mike, as soon as COVID hit, it was like overnight that acceleration adoption just accelerated.

George Vergolias: So, an upside is that there are a lot more options of access to therapists, psychiatrists, social workers, psychologists, and so on via telemental health. And those definitely should be explored. If you are a company, or an HR director, or a company leader, and you are not open to telemental health options, you are really missing out on a wonderful opportunity to expand the reach of resources to your employees. And very soon you’re really falling behind. So, that’s one point.

George Vergolias: The difficulty, though, is I would say that corporations, companies, particularly HR directors, I think they really need to demand and expect their EAPs to continue to build those networks in a way that can meet their client’s needs. They’re paying for services, and it’s important that those networks be developed, be they incite or onsite evaluations and treatment or telemental health services.

George Vergolias: So, that’s one thing I would recommend that if you have an EAP in place, really have dialogue with them about what are the options that you’re offering and how are you shoring up those service gaps. I think that’s really important.

Mike Blake: Now, aside from direct consultations with therapists, what are some other examples of features of wellness programs that companies can put in place, or offerings, if you will?

George Vergolias: Yeah. Certainly. Certainly. So, what we tend to see in those that are most successful is we tend to see an array of offerings. So, these can include psycho-educational resources. Many of those are online trainings, various videos, how to manage conflict at home, how to handle marital conflict, how to handle conflict with your teenage child, managing anxiety, navigating through a panic attack. Again, I could go on. There could be hundreds of topics.

George Vergolias: We actually have a software program that we’ve developed that has well over 100 different modules on mental health and mental wellness that people can choose. And get a quick three to five minute kind of video on either educating them on the nature of the condition of the symptoms or helping them navigate and understand how to navigate those symptoms. There’s a lot of programs out there that do that.

George Vergolias: Another would be, these programs really should also have a factor of peer support and empowering a culture of support and, what I call, empowering a culture of vulnerability, where it destigmatizes mental health, it allows people to feel like they have support, and it allows people to feel safe to reach out and say I need some help. It’s important to have a clear communication plan and roll out the program. We see good programs where half the employees don’t even understand the program exists or understand how the program can benefit them.

George Vergolias: Beyond that, emotional and physical health education, adoption, and integration into the culture, self-help or mindfulness initiatives, peer support, disruptive event management is something R3 does a great deal of across the U.S. and globally. Helping people adjust to traumatic or disruptive events that occur at the workplace. Early intervention support, whether it’s destigmatizing campaigns, mental health first aid, all of these other things that we provide.

George Vergolias: And then, at some point, helping people identify when do you need more formal clinical treatment, mental health treatment, and then linking people to resources so they can access that.

George Vergolias: One last thing I’ll add that I don’t think is explored enough is developing access to what I call organic community resources. I mean, it used to be, and for some of us it still is. It used to be where you can go to your church, you can go to your local clubs, you can go to your local neighborhood groups, ethnic groups, whatever it may be, and you can still get a lot of support. Now, we have a culture by which many of us move around state by state. We are more disjointed than we were pre-COVID. And it’s harder to access some of those more natural supports or organic supports. So, I think that’s another thing that programs should consider as well.

Mike Blake: Now, what about things that are really sort of – I want to get a little bit granular with you if that’s okay – like encouraging meditation or meditation training, breathing exercises. A big one might be, for example, trying to organize some kind of group events, whether in-person or remotely. Because, you know, one of the downsides for many people for remote working is loneliness and isolation.

George Vergolias: Now, not for me, I’m an extreme introvert. So, you know, my wife is not concerned about me cheating on her. Her biggest concern is that I’m going to be picked for the Mars mission because I’m like, “You’re going to put me in a tin can by myself for three years? I’m in.” But, unfortunately, they don’t want fat old people on the mission, so there’s no danger of that. But the point is that sort of these other programs that just try to be a little bit kind of interventional. I guess my question is, are they used with any effectiveness in the workplace alongside the other things that you’re describing?

George Vergolias: I think they are. I think what’s really interesting is mindfulness and meditation programs, including just apps. There’s a proliferation of apps that talk about this as well. The value that they have shown over time, over the last five plus years, has really been astounding in terms of people just being more mindful, more aware of what they’re feeling, more aware of developing conflicts or symptoms over time.

George Vergolias: And I think that has been a huge development forward. Now, this is hard to measure, but I believe anecdotally and based on 20-some years of experience, it has been a huge benefit in helping people stem off more severe development of, not only interpersonal conflict, but other symptoms, developing more severe symptoms of depression or anxiety.

George Vergolias: I also feel it has a counter. These things not only prevent things from getting bad. They help us do better. They help us perform better. They help us have more meaningful relationships. They help us have more happiness and moments of gratitude in our life. So, I think that those are very powerful aspects to a program without doubt.

Mike Blake: So, how expensive are these programs? I understand that it depends on how kind of deep you want to go. I’m sure there are Cadillac programs and there are cheaper programs. But let’s say relative to a conventional healthcare physical health program, are mental wellness programs or should companies expect to spend roughly as much, or more than, or less than whatever they’re spending on their physical health programs?

George Vergolias: That’s a tough one to answer. I’ve got some insights that I’ll offer. Please take these with a certain degree of flexibility. I have to say that, of course, it’ll vary by scope and size. We work with companies that want to roll out a mindfulness meditation program that can be really focused and relatively inexpensive, depending on the nature of what they want to do. We’ve had companies that want to roll out an app that’s already well developed on the App Store or on the Android Store, and they just want some communication around benefits of using it. That can be really kind of low budget, relatively speaking, and still can have some value.

George Vergolias: And then, there’s companies that want to offer a full menu of all the things I already talked about in terms of the full comprehensive menu. So, that will depend a great deal. The key, I think, is identifying the needs and the pain points of your organization and then prioritizing what is it that you want to impact first. And realize that even the biggest, best programs out there with the most resource laden companies that make billions of dollars a year, none of them do all of this that we’re talking about today, Mike. None of them do all of it.

George Vergolias: You know the the old saying, “How do you eat an elephant? One bite at a time.” So, start with where do you think your biggest pain points are? What do you think you’re going to get the best buy in from employees all the way up to leadership? And start with that. It might be a psycho-educational training library. It might be a mindfulness program. It might be just offering peer support groups so people can talk about what they’re struggling with pertinent to remote work or work from home.

George Vergolias: Interestingly, at R3, we offered a parenting support interface, kind of a peer support for parents, including some resources. And what we did is we actually sent those parents a three month subscription to Tinker Crate. And I don’t know if you know what Tinker Crate is, but it’s like a little kit developmentally appropriate for different ages. They could put together different types of little engines or little mechanized things, and it’s kind of a nice, scientific-based project that they can do.

George Vergolias: Well, what we had is we had a whole bunch of our single workers say, “What about us? We’re still struggling. And in a way, we’re struggling more because I’m home alone in an apartment. I don’t have a wife, a husband, or two kids.” And so, it made us really think, “Darn. We really missed that.” And so, we pivoted and we offered other support resources.

George Vergolias: But that’s what I would say, it’s really hard to come up with a price tag because the scope could vary greatly. What I will say, I would not expect it to cost as much as the physical wellness.

Mike Blake: So, I have a view – and you tell me if I’m full of it or not – but I think one thing that mental and physical wellness programs have in common is that, in the right circumstance, you can get a lot of bang for the buck with a very minimal investment. Those Tinker Crates, I think, is a great example. It might cost you $20 per month per employee, maybe. But that can make a huge difference. If that keeps an employee happier, more stable, more actualized for a couple of weeks after that, boy, what a great investment.

George Vergolias: I can’t agree more. You know what’s it’s interesting, Mike? I think of those times in my life where I’m having a really rough day and I’m checking out at the grocery store. And the person at the register clerk or the cash register says, “Boy, I really like your haircut,” or, “I love that shirt”. I’m not feeling like the Dalai Lama. Like, I’m not absolutely at the zenith of my happiness as a result. But it just lifts me enough to feel like, “Well, that was kind of nice.” And that then sets in motion a trajectory of incremental steps throughout the rest of the day or the night where I keep improving on that.

George Vergolias: I call those emotional strokes. Small emotional scopes that give you that uplift, that just give you that feeling of I’m not alone, these other people or these leaders get it, they understand what I’m dealing with. And this was just a nice little small blessing for me today. Those make a big difference. They really do.

Mike Blake: I’m talking with Dr. George Vergolias. And the topic is, Should I start a mental wellness program at my company? We’re running out of time, unfortunately, so I only have time for a couple more questions. But what I do want to make sure we get out there is, what are best practices for companies to measure whether their wellness programs are working or doing the job they’re being asked to do?

George Vergolias: So, certainly, what I would say is, you have to start by being very clear on what are you trying to achieve. Absolutely. You need to know that. What are you trying to achieve? What are the goals? And then, operationalizing those in a way that you can measure them. And what I tend to do is I tend to put it into two buckets.

George Vergolias: One is satisfaction, because you want your employees and your leaders to have engagement in the program. And often, in its highest form, it’s a satisfaction type question or a series of questions. How’s the program working? Do you feel you’re getting better? Do you feel it meets your needs and so on?

George Vergolias: By the way, a lot of companies stop there. And some people may not agree with me, but I’m a big fan that satisfaction doesn’t always indicate outcome or functional benefit. I could be very happy with a therapist and I’m still not getting better. And one of the reasons I’m happy with a therapist is they’re not challenging me to get better. Think of a physical therapist or think of a personal trainer that doesn’t piss you off occasionally or get you angry, that’s not a very good physical therapist and that’s not a very good personal trainer.

George Vergolias: So, what you also need to measure is what are the behavioral functional changes that are occurring over time? And from a business perspective, what is the productivity or the impact on the business that is promoting the business forward? It could be increased team collaboration. It could be a measure of increased innovative ideas. It could be increased operational efficiency.

George Vergolias: There’s a number of ways companies can define that. But that’s what I would say that you need to answer both of those buckets, satisfaction and then – what I call – functional outcome. And that has two types, the behavioral and kind of functional aspect of the individual and then the business functional improvement that you’re seeing as a result. That’s how I would structure that.

Mike Blake: Yeah. And it occurs to me, I’ll bet you there are KPIs that can be structured around this. You know, for example, it could be productivity, it could be turnover, it could be tenure, in some cases, even your pay scale. You have to pay people more to work for you just because you’re not all that pleasant to work with.

George Vergolias: Absolutely.

Mike Blake: George, this has been a great conversation. I’ve got about ten more questions I love to ask, but we’re running out of time.

George Vergolias: I understand.

Mike Blake: I’m sure that there are questions that our listeners would have liked me to cover that we didn’t or would have liked us to cover in more depth. If they’d like to follow up with you on some of these issues, can they do so? And if so, what’s the best way to do that?

George Vergolias: Absolutely. So, you can do so by emailing me at George, G-E-O-R-G-E, .vergolias, V as in Victor-E-R-G-O-L-I-A-S, @r3c.com. Or my office line, feel free to give me a call, area code 952-641-0645, and I’d be happy to engage.

Mike Blake: That’s going to wrap it up for today’s program. I’d like to thank Dr. George Vergolias so much for sharing his expertise with us.

Shane McNally: What an educational and important podcast episode. If you’re a small business owner, make sure you check out Mike Blake and the Decision Vision podcast, where Mike covers topics and issues small business owners are facing and talks with experts about solutions for those issues. If you’d like more information on mental wellness programs or are looking for different strategies to offer the best support and resources for your employees, R3 Continuum can help. Learn about our R3 Continuum Services and contact us at www.r3c.com or email us directly at info@r3c.com

Show Underwriter

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

R3 Continuum is the underwriter of Workplace MVP, a show which celebrates the everyday heroes–Workplace Most Valuable Professionals–in human resources, risk management, security, business continuity, and the C-suite who resolutely labor for the well-being of employees in their care, readying the workplace for and planning responses to disruption.

Connect with R3 Continuum:  Website | LinkedIn | Facebook | Twitter

Tagged With: Decision Vision podcast, Dr. George Vergolias, Mental Wellness Program, Mike Blake, R3 Continuum Playbook, workplace mental health, Workplace MVP

Art Oleszczuk With SkillPointe

February 18, 2022 by Jacob Lapera

ArtOleszczuk
Atlanta Business Radio
Art Oleszczuk With SkillPointe
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ArtOleszczukArt Oleszczuk, Chief Marketing Officer at SkillPointe

Art is an experienced entrepreneur, digital marketer and research expert and with over 20 years’ experience in building online marketplaces and SaaS solutions. His background includes leadership roles at Cox Automotive, Equifax and TrueCar.

He is currently focused on creating a better future for skilled professionals who do not have a college degree. He lives in Roswell GA.

Connect with Art on LinkedIn and Twitter.

What You’ll Learn In This Episode

  • Lack of information and online resources for students and job seekers interested in skilled careers that do not require a college degree
  • Higher education system not serving the needs of many students
  • Workforce shortages and skills gap

This transcript is machine transcribed by Sonix

TRANSCRIPT

Intro: [00:00:04] Broadcasting live from the Business RadioX Studios in Atlanta, Georgia. It’s time for Atlanta Business Radio brought to you by onpay Atlanta’s new standard in payroll. Now here’s your host.

Lee Kantor: [00:00:24] Lee Kantor here, another episode of Atlanta Business Radio, and this is going to be a good one today on the show, we have Art Oleszczuk. And he is with skillpointe. Welcome art.

Art Oleszczuk: [00:00:34] Hi Lee, thanks for having me on.

Lee Kantor: [00:00:36] Well, I’m excited to learn what you’re up to. Tell us a little bit about skill point. How are you serving, folks?

Art Oleszczuk: [00:00:42] Sure. Well, Skill Point is a relatively new venture where one year and since we launched February of last year, so we’re actually just celebrating our one year anniversary and we are a service, an online resource to help job seekers and current students in high school and the trade schools and colleges find the best careers that don’t require a college degree. So skills based careers and health care or construction or manufacturing and a whole bunch of other industries that are very high growth and high demand?

Lee Kantor: [00:01:19] Can you talk about kind of these unintended consequences that a lot of folks have been kind of almost forcing their kids to take a college path when that may not be the best fit for them? Is this where your kind of service comes into play?

Art Oleszczuk: [00:01:34] Absolutely. You know, the harsh reality is that we have millions of kids pursuing four year degree pathways right now, and it may not be the best pathway for them. Two out of three high school seniors pursue a four year degree, but unfortunately about half of them wind up dropping out within two years. And they have no credentials and no, no work certificate or license to do a kind of a new career that’s that’s going to be a high paying opportunity for them. And furthermore. A lot of four year college grads wind up being underemployed, even if they do get a degree that that percentage is a staggering forty five percent. So. So, you know, there’s a lot of folks who who are unaware of a lot of amazing opportunities and skilled trades and various tech or health care professions that don’t require a four year degree. And there’s millions of these jobs that are open and huge scarcity, you know, in terms of workforce supply. So that’s where skill point comes in is to kind of help people identify these amazing opportunities and help employers and schools pull more people into into their programs.

Lee Kantor: [00:02:55] Now is are the folks that are kind of using the platform or exploring the platform. Are they people that you just described that maybe have gone through college and are now frustrated and they’re looking for other opportunities? Or are they the parents of young people that are saying, Hey, this path may be a better path than they’re kind of trying to get ahead of that rather than go down a wrong path that could cost them, you know, student loan debt of tens, you know, hundreds of thousands of dollars in some places.

Art Oleszczuk: [00:03:25] Yeah, we you know, it’s it’s the reality. We kind of have both, right? We have three primary audiences using our platform. One is what we call the new skill of people who are just getting new skills into a new career. And they’re often maybe leaving military or high school grads, and they’re just trying to decide what to do with their life. Then we have folks who are reskilling who are who are potentially degreed already right to your point, and they come in all ages, right? We have folks using our platform who even out of retirement age, who may want to do something new. And then we have a group of people who are what we call up. They may be in a great career path right now. They they are well rewarded and they’re happy, but they just need to get a bit more training to get that next level of opportunity. So I would say all three have find very useful content and guidance on skill point.

Lee Kantor: [00:04:35] And can you talk a little bit about the genesis of the idea, what was kind of the spark that led you all down the skill point path?

Art Oleszczuk: [00:04:45] Yeah, thanks. You know, Skill Point was initially founded by Todd Wilson, who was the CFO at NASCAR for many, many years. And Todd essentially heard a very similar story from all of the various NASCAR sponsors over the years, and these organizations are well known, obviously well-known brands within the Fortune one hundred, and they all said more or less the same thing that one of our top barriers to growth is lack of skilled workforce supply. You know, and these companies would have a lot more marketing money, frankly, to spend on NASCAR sponsorships if they if they could, you know, if they would have only more more people in these various skills based professions. So it really was a huge barrier to growth. And the more he looked at what is out there that helps organizations attract top talent and what is out there to help colleges and trade schools grow enrollment, Todd realized that, you know what, there’s really not a national comprehensive solution that that does both of those things in the same platform. So he he came up with the concept to kind of create a better job search engine and a new training search engine, which is really an industry first to to help people not only find the best jobs that don’t require a college degree, but find the best training that empowers them to get that job. And, you know, and that that process we’ve simplified compared to kind of the legacy ways which have been very difficult for people to to find.

Lee Kantor: [00:06:30] Now, one of the challenges of creating these kind of marketplaces is the chicken and the egg. How did you go about, you know, kind of building it up from both ends of the balloon there in order to get the engagement you needed to serve both?

Art Oleszczuk: [00:06:45] Yeah, we’re serving the needs of job seekers and students and serving the needs of employers and colleges, really. And it’s a great question. What we decided to do, first and foremost, is invest in authoritative but easy to digest content. So we we did not spend a single dime on advertising to grow the brand. We what we did is we developed a database of of jobs, the most comprehensive database of open jobs that don’t require a college degree. We developed another database of all the training programs, over sixty thousand programs so far collected, and we’ve written thousands of articles and written and developed videos and created infographics that help people explore all of these careers. And that content and those tools have attracted a very sizable audience so far. We’re just one year in and we have almost one user, so one million users use the platform so far and our organic search visibility is off the charts. We have, you know, ninety five percent of our traffic is just from organic search, meaning people discover the content while performing, you know, searches on Google or Bing or what have you. And they see skill point come up to the top of the results. So it’s a, you know, and we talked to a lot of agencies and SEO experts and stuff like that, and a lot of them say the same thing that they have not seen such such organic growth of a of a website yet. And you know, and they’ve looked at a lot of websites.

Lee Kantor: [00:08:32] And then is the revenue model like, who pays? Is it the the trainee that wants to find these opportunities? Is it the company that wants to find employees or is it both

Art Oleszczuk: [00:08:46] The the consumer, the job seeker or trainee pays nothing. It’s a completely free resource to to users. The revenue model is based on revenue primarily from two streams the employers who are promoting their opportunities on skill point and the various training providers, the colleges and trade schools who are promoting the programs, the training programs and we. We see healthy growth in both of those categories

Lee Kantor: [00:09:16] Now from the trainee or the student perspective or the person looking for the opportunity. Can you share a story of maybe somebody who was frustrated, an individual that was, you know, kind of maybe in a rut and frustrated about their career path? And then they find a skill point and all of a sudden now they have a great opportunity and maybe something you know more than they imagine could be possible.

Art Oleszczuk: [00:09:42] Yeah, we have dozens, if not hundreds of them. Honestly, we we have, you know, one one person that one story that sticks out in my mind is a the person who wrote a very nice note to us, basically saying, you know, I grew up at the end of the dirt road and I forget what what state? Maybe Nebraska or Arkansas, somewhere in the middle of the country? And he said, you know, growing up at the end of the dirt road in in in central, you know, Nebraska or whatever, right? I I never thought that I would wind up welding the components for the space capsule, you know, like a rocket. He’s basically working on rockets. So he went from, you know, he went from working unskilled jobs and then went through a welding program and, you know, just super smart guy who wound up getting a job at SpaceX. So that’s that’s one story. And there’s dozens more of, you know, we also help a lot of folks with funding their training programs. We have a nonprofit side to our organization called the Skill Point Foundation. And every month we get thousands of applications and we award many scholarships to people who may not have the capability. You know, the financial resources to to attend these training programs. And we get letters and videos from them all the time saying how you know, they they are finally able to kind of. Get to that next level, thanks to not only the tools that silicone provides, but also the the funding that’s the School Point Foundation provides. So, you know, skill point is is not only a great tool, but I think also just a great organization for being able to help change a lot of people’s lives.

Lee Kantor: [00:11:51] Now what’s been the most rewarding part of the journey for you to get involved in an organization like this that is really making a huge impact in a couple of different areas?

Art Oleszczuk: [00:12:01] Yeah, you know, it’s a very rewarding path. You know, my my background is in building online solutions and in automotive and in finance in, you know, having worked in many, many big brands. And you know, this is this is different because we’re not just moving metal, we’re not just selling car loans. We’re we’re helping people find a better future. We are. We are, you know, our our vision at skill point is to create a future where skills based careers are celebrated and rewarded. And, you know, to to kind of shine a big spotlight on a lot of these opportunities. And you know, the Todd, our founder, Jim Franki, our CEO and myself and the rest of the team all could be working on various other things. But the passion behind skill point really is is doing good and helping people and we we all share that.

Lee Kantor: [00:13:05] Now, what do you need more of? How can we help?

Art Oleszczuk: [00:13:09] Well, you know, we we always can use more more folks coming to the platform, you know? I would say one million is not enough. We’re on our way to two and three and four million. So any chance we get to to just raise awareness with with people who are exploring these options. That’s we always want to get the word out. But you know, we’re also looking for partners. You know, we’re looking for college partners, employer partners, potential strategic investors and organizations who are like minded as skill point. And we’re always forging relationships with with like a Union state organizations, even federal organizations and and have had some tremendous success in various states. So, so anyone who kind of feels that you know this, this is a nationwide crisis that needs fixing. We’d love for you to kind of take a look at skill points, see what our solution looks like and connect with us to, you know, to learn more.

Lee Kantor: [00:14:14] And if somebody wants to learn more, what’s a website?

Art Oleszczuk: [00:14:18] It’s skill points, and that’s point with an E. And if you go on there, you can check everything out and there’s a contact us form. You can you can just reach out via email. And you know, my profile is also on LinkedIn and Twitter and all of that good stuff too.

Lee Kantor: [00:14:36] Well, art, thank you so much for sharing your story today. You’re doing important work and we appreciate you.

Art Oleszczuk: [00:14:42] Thank you so much for being thanks again for having us on.

Lee Kantor: [00:14:44] All right, this is Lee Kantor Lusail next time on the Atlanta Business Radio.

 

About Our Sponsor

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Tagged With: Art Oleszczuk, SkillPointe

Workplace MVP: Sally Spencer-Thomas and Dr. Jodi Frey

February 17, 2022 by John Ray

Workplace Suicide Prevention
Minneapolis St. Paul Studio
Workplace MVP: Sally Spencer-Thomas and Dr. Jodi Frey
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Workplace Suicide Prevention

Workplace MVP: Sally Spencer-Thomas and Dr. Jodi Frey

Sally Spencer-Thomas and Dr. Jodi Frey joined host Jamie Gassmann to discuss their work in raising awareness of the need for workplace suicide prevention programs. Both Sally and Jodi are tireless advocates and noted speakers on suicide prevention, and they were instrumental in creating the National Guidelines for Workplace Suicide Prevention. Each of them shared the work they do, their experiences in developing these programs, the challenging work of getting businesses on board, the National Guidelines and Workplace Suicide Prevention Pledge, and much more.

For more information, visit the website to find resources and the Workplace Suicide Prevention Pledge.

Workplace MVP is underwritten and presented by R3 Continuum and produced by the Minneapolis-St.Paul Studio of Business RadioX®.

Sally Spencer-Thomas, Owner, Sally Spencer-Thomas LLC

Sally Spencer-Thomas, Owner, Sally Spencer-Thomas LLC

Clinical psychologist, inspirational speaker, podcaster, and impact entrepreneur, Dr. Sally Spencer-Thomas sees the world of mental health from many perspectives. She began her innovative work in suicide prevention after her brother Carson died of suicide in 2004. After his difficult battle with a bipolar condition ended in tragedy, she searched for bold, gap-filling strategies to prevent what happened to Carson from happening to other people. Now known nationally and internationally as an innovator in social change, Spencer-Thomas has helped start multiple large-scale, gap-filling efforts to remove bias around mental health and ensure more people have access to the tools and assistance they need to thrive and stay alive.

In 2016, Spencer-Thomas was honored to accept an invitation to speak about men’s mental health at the White House. In her TEDX talk, Stopping Suicide with Story, she shares her goal of elevating the conversation to make mental health promotion and suicide prevention a health and safety priority in our schools, workplaces, and communities.

Her degrees include: • Doctorate in Clinical Psychology from the University of Denver • Masters in Non-profit Management from Regis University • Bachelors in Psychology and Studio Art with a Minor in Economics from Bowdoin College.

LinkedIn

Sally Spencer-Thomas LLC

Sally Spencer-Thomas LLC is a small, woman-owned company with a mission to empower people and systems to make resilience, mental health promotion, and suicide prevention a core priority. They do this through awareness building, influence, compassion, strategy development and collaboration.

Their aim is to implement bold, gap-filling actions that help prevent mental health emergencies and build vibrant communities by promoting the science, stories, and strategies that make our world a better place to live.

They envision a world that aspires to a zero suicide mindset where we live, learn and work and where leaders and communities are dedicated to sustaining compassionate societies and a passion for living — in short, a world where people help one another and get to live their best lives. They’ve worked internationally in Australia, South America, Asia, Europe and Canada. They’ve partnered with large multi-national tech companies, large industry professional associations, and labor unions, while also making space to support our most cherished non-profit partners.

Clients include Southwest Airlines, Google, the FBI, the National Hockey League’s Player Association, and several large construction companies. Their company offers keynote speeches for industry events, trainings for organizations and teams, and consulting on how to build effective strategies.

Company website |LinkedIn | Twitter

Dr. Jodi Jacobson Frey, PhD, LCSW-C, CEAP, University of Maryland

Dr. Jodi Jacobson Frey, PhD, LCSW-C, CEAP, University of Maryland

Dr. Jodi Jacobson Frey, PhD, LCSW-C, CEAP is a Professor at The University of Maryland, School of Social Work. Dr. Frey chairs the Social Work in the Workplace & Employee Assistance Sub-specialization (formerly EAP Sub-specialization) and the Financial Social Work Initiative. She is the Founder and Faculty Executive Director of the newly launched Behavioral Health and Well-Being Lab (BHWell Lab). She is also co-Chair of the University of Maryland Mental Health and Addiction Health Disparities Think Tank. Her MSW and PhD degrees were earned from the University of Maryland.

Dr. Frey’s research focuses on workplace behavioral health, including the impact of employee health and well-being on productivity and safety. She studies the effectiveness of employee assistance, work/life, and related programs for working-age adults and families. She has dedicated a significant portion of her research and advocacy to suicide prevention and crisis response in the workplace.

Recent refereed articles have been published in JAMA, American Journal of Addictions, Social Work, Journal of Career Development, Journal of Occupational and Environmental Medicine, Journal of Social Work Education, Journal of Workplace Behavioral Health, Research on Social Work Practice, and Suicide and Life-Threatening Behavior. Dr. Jacobson Frey has presented research findings at international conferences. She is the Co-Editor-in-Chief for the Journal of Workplace Behavioral Health. She is also the Co-Founder of the International Employee Assistance Digital Archive, housed at the University of Maryland, and which was awarded the Best Use of Technology in the Employee Assistance Field by the Employee Assistance Professionals Association (EAPA) in 2019.

Dr. Frey co-chairs the Workplace Suicide Prevention and Postvention Committee of the American Association of Suicidology where she leads the development and dissemination of the National Guidelines for Workplace Suicide Prevention. She is also a past chair of EAPA’s Subcommittee on Workplace Disaster Preparedness and Response. In 2006, she was the recipient of the EAPA President’s Award for Excellence, recognizing her work on this committee.

Prior to teaching, Dr. Frey provided employee assistance and work/life services to NASA, Goddard Space Flight Center, where she was recognized with several awards for her service to employees and family members. As an employee of COPE, Inc., and later as an EA professional in private practice, she worked for several years providing direct EAP, outpatient mental health, and crisis intervention services.

LinkedIn | Twitter

About Workplace MVP

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

Workplace MVP Host Jamie Gassmann

Jamie Gassmann, Host, “Workplace MVP”

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

TRANSCRIPT

Intro: [00:00:05] Broadcasting from the Business RadioX Studios, it’s time for Workplace MVP. Workplace MVP is brought to you by R3 Continuum, a global leader in workplace behavioral health and security solutions. Now, here’s your host, Jamie Gassmann.

Jamie Gassmann: [00:00:27] Hi, everyone. Your host, Jamie Gassmann, here, and welcome to this episode of Workplace MVP.

Jamie Gassmann: [00:00:33] Suicide is the 10th leading cause of death in the United States according to the National Institute of Mental Health. In 2019 alone, there were an estimated 3.5 million people who plan to suicide, 1.4 million who attempted suicide, and 47,511 who died by suicide, which averages out to approximately 130 suicides per day. The societal cost associated with suicide and suicide attempts are estimated at 93.5 billion dollars, which includes lifetime medical fees and the cost of lost work. But what you can’t put a price tag on is the emotional cost of grief, loss, guilt, and confusion that the families, friends, coworkers, and others will have in the aftermath of a loved one completing suicide.

Jamie Gassmann: [00:01:26] As business leaders, our employees are spending a good majority of their day at work. Work has become for some a home away from home and their coworkers become a work family. With that much time spent in the work environment, are there ways we can proactively look to help those that may be struggling or contemplating suicide? As a leader, are there programs or conversations that can be had to create an environment an employee would be comfortable discussing the struggles they’re having? And ultimately, is there more that can be done to help reduce the number of individuals who feel completing suicide is their only option out?

Jamie Gassmann: [00:02:05] Well, joining us today to share how business leaders can create a comprehensive approach to suicide prevention within their work environments is Workplace MVP’s Dr. Sally Spencer-Thomas, President of United Suicide Survivors International, and Dr. Jody Frey, Professor at University of Maryland, School of Social Work. Welcome to the show, Sally and Jody.

Sally Spencer-Thomas: [00:02:27] Yeah, thanks so much, Jamie. We’re really grateful to be here.

Jody Frey: [00:02:30] Yeah. Thank you.

Jamie Gassmann: [00:02:32] So, let’s start out with our first workplace MVP, Dr. Sally Spencer-Thomas, President of United Suicide Survivors International. So Sally, you personally have experienced the loss of a loved one to suicide. Can you share with us your story?

Sally Spencer-Thomas: [00:02:47] Sure. So, I’m a psychologist by training and I have been in the field of mental health approximately 16 years when my brother died by suicide on December 7th, 2004. And a lot of people have these before and after moments in their life where they say, like, this was my life before this happened and then this is my life afterwards. It’s something completely different. And, his death had that impact on me. We were incredibly close, and he happened to live with bipolar condition, which he managed very well throughout his young adult life. But for whatever reason, the summer of 2004, he had a full-blown episode of mania that totally destroyed everything that he held dear, his family, his work life, everything. And ultimately, it proved to be fatal.

Sally Spencer-Thomas: [00:03:36] So in the aftermath of his death, we were, our family, his friends, we were all in such shock and grief, and I learned things in those months that followed that no one ever taught me in graduate school. And, again, this was a while ago. But you know, no one ever told me that the majority of people who died by suicide were working-aged men. The majority of them had one attempt and it was fatal. And, the majority of them also never stepped foot in any kind of mental health resource.

Sally Spencer-Thomas: [00:04:05] So, that seemed like a pretty important gap to fill, and that’s gotten me on the trajectory to meet amazing people like Jody Frey and many others who are doing incredible work in this space to try to really empower workplaces to make this, make suicide prevention and mental health promotion a health and safety priority in their community and in their workplace.

Jamie Gassmann: [00:04:28] Yeah, yeah. This had to have been just a really hard experience to have gone through. And you’ve used that, you know, as you kind of mentioned, to help to inform and educate businesses and others about suicide and then the mental health aspect that, you know, with your brother and not getting support for it and, maybe he was getting support, but other men that maybe aren’t getting support for that so that other families don’t have to go through that again. Can you talk through about the work that you’ve done in spreading education and understanding around suicide prevention? Because I know you’re a well-known public speaker and you’re involved in a lot of various different organizations and foundations. Can you talk a little bit about some of that work?

Sally Spencer-Thomas: [00:05:08] Yeah. So, that was also like a really hard part of the journey because we got this clarity in 2005, 2006, it’s the workplace. Workplace is the most cross-cutting system we have. Everybody died by suicide or attempted was working or they were just working or they had an immediate family member who’s working, and the workplace doesn’t know what they don’t know and they’re not doing anything.

Sally Spencer-Thomas: [00:05:28] So, myself and another psychologist, Rick Ginsberg, we set out to make or do something in this space. And so, we created a program called Working Minds. And we were, like, when we finished it, it was a training and a strategy, and we were like, “Ta-dah!” We’re like, “Here we go. We’re going to save a bunch of lives. It’s going to be amazing,” and lead balloon. Like, no one, I say no one cared. It felt like no one cared. Because we were so passionate, we would be like, you know, knocking on all these employers’ doors like, “Hey, how about some suicide prevention in the workplace?” And they’d be like, “Oh, suicide? Mm-hmm. That’s a medical issue, right? People need to take that stuff up with their doctors. That’s nothing we can touch here. It’s like way beyond our thing. It’s not our lane.” Blah blah blah blah. And I’m like, “Yeah, but they’re not. They’re not reaching out to their doctors and they’re here. I promise you, they’re here. So, wouldn’t that be an important thing to tackle head-on?” No. We really had a hard time getting any traction in the early days.

Sally Spencer-Thomas: [00:06:24] But then things started to change because when – people never think it’s going to happen to him until it happens to them. When there’s a suicide death in a workplace community, people a lot of times have this oh my gosh moment, where why didn’t we see this coming? You know, people are in turmoil. It’s a crisis. And, you know, the really caring leaders say what could we have done differently? And so, we started to see people reaching out, you know, many years later, where they had had a high profile death that had really impacted their community. And, they said we don’t want this to ever happen again. How do we get in front of this? And that was the game-changer where some larger companies, some larger professional associations, larger unions started to reach out and say help us.

Sally Spencer-Thomas: [00:07:11] We have a story that I always like to share of this construction company whose COO and I were part of leadership Denver together. You’re part of these leadership groups. You go up for coffee. So, we were out for coffee one day. And, you know, he says, “You know, Sally, when you talk about who’s at risk for suicide, you’re talking about my folks.” And I said, “I know,” and he said, “Well, let’s do it. Give me all the tools.” And we’re about three months in, and he’s like the only one that we know of in the United States, anyway, that’s really kind of taking this at a deep level. And he comes back in three months and he says, “I had no idea. I had no idea how much my people were suffering. I had no idea how worried they were about their kids and their parents. I had no idea that our employee assistance program was so broken that people can’t access it and it doesn’t really work for them.” Like, this has got to go national.

Sally Spencer-Thomas: [00:07:57] And so, it was around that coffee meeting that kind of spun the whole things out. His foundation underwrote the development of a construction industry blueprint for suicide prevention. We got another partner involved and they got into all the trade publications. All of a sudden it was a conversation that the construction industry was having because of just a couple of people’s passion and influence.

Sally Spencer-Thomas: [00:08:20] And, today, you know, hundreds, hundreds of companies are really doing strategic work, you know, largely based on some of the strategy things that Jody and myself and our committee have been evolving over the last decade so that it’s gone from just a conversation to like a full strategy implementation, which is really exciting.

Jamie Gassmann: [00:08:41] Yeah. That sounds really great work. I mean, that’s, you know, you’re helping people. And especially I know in the construction industry, I’ve heard, is one of the higher known industries for having more common, you know, incidents of suicide that I’ve heard in some of the work that we’ve done at R3 Continuum.

Jamie Gassmann: [00:09:04] Quick question because, you know, it’s interesting. You say about the EAP system being broken and that’s how your contact in that construction industry felt. You know, I heard from someone in a different industry where they said when people are stressed out or burned out, they don’t reach out. Is that common from what you’ve seen in some of these others where, you know, they may have that resource but they may be just too fatigued or just, you know, too kind of worn down or whatever they might be feeling, where they just don’t have that energy to make that call? Have you seen that in any of the work that you’ve done?

Sally Spencer-Thomas: [00:09:42] Oh, yeah, 100%. Yeah. You think to any of our most overwhelmed days. Like, all we want to do is stay under the covers and not tackle this day head-on. And so, yeah, it certainly makes sense when people are shut down, whether it’s burnout or depression or, you know, the consequences of addiction. Like, there’s a whole bunch of reasons why it feels like the 500-pound phone is what we call it, like to make that call seems so hard. And I think, you know, especially in companies where mental health well-being, whatever you want to call it, was never part of the mission or vision or game plan. There’s just not a readiness or an awareness of how anything works. It’s just like this foreign thing.

Sally Spencer-Thomas: [00:10:24] And so even when, you know, company executives have an employee assistance program, they’ve kind of just checked the box. They don’t know what it entails. They don’t really know if anybody’s using it. They don’t know if it’s any good. They’re just like, “Well, I provided the benefit for my employees, but what do you want?” And I’m like, “Oh, a heck of a lot more.” Because especially in those areas, there’s just a million barriers that people have. Energy being one, the complication of a system that’s kind of hard to navigate even when you’re well. I mean, I try to access employee assistance work frequently and sometimes it’s, you know, three calls and then they call you back and it’s hard. You know, you have to have a certain level of energy and awareness to kind of get yourself through it.

Sally Spencer-Thomas: [00:11:06] And then, you know, when we have a top-tier program, there’s all kinds of support that can happen. But a lot of times people went to the lowest bidder, and so then they’re not getting quality service. And that’s very demoralizing for people. And then, the word gets out. Like, don’t even bother. It’s going to be too hard and then it’s not going to work out.

Sally Spencer-Thomas: [00:11:23] So, the EAP part of the overall strategy is one very important part that we like employers to understand because if the whole message is going to be a bridge to resources, you better be confident that those resources are going to support people in the way that they deserve. And you better know them more than just a 1800 number or a website. Like, call them, get to know how they work, and so forth. So, we do what we call a mental health resource audit with our partners to do a deep dive so that they can create a what to expect sheet for their workers and it’s a little easier road to travel down.

Jamie Gassmann: [00:12:03] Yeah, very – that’s great. And, you know, in looking at like, obviously, over the last couple of years and I know a lot of my episodes have brought this up, but the pandemic is still there and we’re still navigating it and, you know, the various challenges and complexities that have come from that. And, I know from looking at the different, you know, metrics that have been put out either by the CDC or some of the other groups that, you know, it’s had a huge impact on the mental health of our country. I mean, I think we all have felt it in some way. In your opinion, for workplaces, how has this impacted suicide and what do they need to be looking for and watching for, particularly in their employees and particularly employers that might tell people who are working remote and they don’t have as much of a connection point with them?

Sally Spencer-Thomas: [00:12:49] So, you hit it head on the fact that none of us on the entire planet escaped the emotional impact of the pandemic. You know, it was in one way or another impacting our well-being and for some people very intensely and for many people very long haul. The question about how it impacted suicide is a complex one. So when people started to predict that suicide rates would skyrocket, you know, very early on, you know, lots of anxiety, lots of disruption, you know, as we all experienced, people anticipated, “Oh, my gosh. The suicide rates are going to go through the roof.” And those of us in public health around suicide were like, “Hold on.” Just, like, wait and follow the data because human behavior surprises us a lot of times. And in large-scale disasters after 911, for example, historically around wartime, suicide rates actually dropped, which is surprising to the general public but not surprising to those of us in this work.

Sally Spencer-Thomas: [00:13:46] Because one of the things that happen in large-scale disasters, and you can probably remember this between like mid-March and mid-May, is that we tend to pull together. In our anxiety, we pull together and we just lean on each other. And so, if you remember back to those times, at least here in Colorado, we were like leaning our heads out the window at 8 p.m. at night, howling in support of all the essential workers. People were making masks and delivering food. Like, you had this sense of like, we’re scared, we’re overwhelmed many of us, and yet we’re going to pull together the best we can to live through this.

Sally Spencer-Thomas: [00:14:22] But then, what often happens again in large-scale disasters is there’s this tipping point where we’re past the honeymoon phase of her heroism and pulling together, and we’re exhausted and we are at each other. And you can remember, right, end of May, George Floyd’s murder was nothing but a freefall of discontent and conflict and so on that is still going on today, but really hard in those next several months, I would say, until, you know, the news of the vaccine started coming out. And then, we thought, there’s something hopeful here. But, you know, still up and down throughout the way.

Sally Spencer-Thomas: [00:14:58] So, isolation has been part of it and certainly, the divisiveness around all of the regulations has been a big part of people’s well-being. Suicide rates actually went down in 2020, which is surprising to people, but it’s not a clear-cut story. It went down about 3% as far as we can, you know, tell. There’s a lot of gray area in suicide data. That dip in suicide rates was largely offset by an increase in overdose and an increase in accidental death, which gray areas as far as many of us are concerned. So, there’s all of that to take in.

Sally Spencer-Thomas: [00:15:37] But the interesting part about suicide, in addition to it being offset by accidental death and overdose, is it didn’t go down for everybody. It largely went down for the highest risk group, which are mostly white men in the middle ages, but it did not go down for people of color. And again, if you can think about some of the particular things that were happening in 2020, a lot of communities of color were very, very much suffering. So, the story of the pandemic remains to be told.

Sally Spencer-Thomas: [00:16:04] The other piece that I’ll point out is that, you know, having this massive, massive long-term disruption to most all of our lives gave people pause to reflect on what’s important to them. And so, that’s where you have, you know, the mass resignation. Like, people are upending their lives because they realize life is short. And my family, my sense of, you know, going in and looking at the world or doing this important thing impact that I’ve always – like, I got to do it now because I might not have tomorrow.

Sally Spencer-Thomas: [00:16:34] And that’s not a bad thing, you know, for people to have that shakeup in their priorities. And I know for me, before the pandemic, I was on a plane two, three times a week, waking up in hotels. I didn’t know where I was. My family was having all these experiences without me. I felt very disconnected. The pandemic has let me be home and reconnect, and it’s been much better for my mental health. So, it didn’t – it wasn’t, while stressful for many, wasn’t necessarily something that was increasing risk for suicide per se.

Jamie Gassmann: [00:17:05] Yeah. Interesting. And looking out, you know, obviously, we shared that some of the ways, you know, if anybody is struggling with it, that there’s the 500-pound phone that you talked about. You know, they’re too tired to pick that phone up. Are there other reasons that, let’s say, somebody has something that’s been, you know, they’ve been dealing with through the pandemic or other things that they’re navigating and they’re really struggling internally? What are some of the other barriers that prevent them from getting some of the support and help that they do have accessible to them?

Sally Spencer-Thomas: [00:17:41] Yeah. There’s so many. I mean, a lot of people have been conditioned from birth to be problem solvers, to be the ones that people lean on. They don’t lean on other people or maybe they don’t want to take a resource away from someone they feel like might have a bigger problem than them. There’s all kinds of bias, too, and fears that are based in reality. Discrimination and prejudice is a real thing. And, people don’t always feel that their workplace is psychologically safe to disclose. They are concerned about the confidentiality. They are often rightly worried that their company will use this information against them and prevent them from getting promotions, getting certain types of security clearances, all these other things that are super important to their career, to their identity.

Sally Spencer-Thomas: [00:18:29] So, we have lots of cultural issues that are the bigger part of the iceberg underneath the systemic challenges of just trying to navigate resources that are probably even more powerful than, you know, I don’t know what number to call, is the fact that if I start this, maybe I lose all control over everything that’s important to me here and then I can’t get it back. And those are real fears.

Sally Spencer-Thomas: [00:18:56] So, again, working around shifting culture in an organization is an essential part of this. We have got to establish psychological safety so that people do feel like if they disclose something vulnerable about themselves that their organization is going to have their back, their organization is going to come forward with support. Because the truth of the matter is nobody gets out of this life without being brought to your knees by something. And, we all want to know that when that happens to us that somebody is going to be there for us.

Sally Spencer-Thomas: [00:19:27] And if the culture is no, then people are going to leave. They’re going to shut down, and that just doesn’t impact the well-being of the workforce. We know from data from Gallup, it also impacts errors, job site safety, turnover. Like, it has major cost impact on an organization. So, if you’re not going to do it because it’s the right thing to do, do it because it’s the right business thing to do as well. Shifting culture is really an important piece, and it really often starts with the leadership being able to talk about this in a matter-of-fact way and share some of their stories of things that they’ve gone through and how they’ve been helped.

Jamie Gassmann: [00:20:05] Oh, that’s really great advice, and I know we’re going to dive into that a little bit deeper a little bit later in the episode. So, quick question, in terms of – you do a lot of educating, speaking, and programming around suicide prevention. Is there something within the work that you’ve done that you are absolutely most proud of that has really just continued to resonate with you that what you’re doing is working and you’re getting the results that you’re looking for?

Sally Spencer-Thomas: [00:20:34] Well, I think, you know, when our committee established the national guidelines for workplace suicide prevention after like over a decade of trying to figure out what to do, that was a very pivotal moment I think for all of us because it was a call to action nationally and just watching again the construction industry move through the movement of this. At first, nobody knows it’s an issue or it’s not my problem, right? So then, first we got to get the awareness out there. Yes, this is an issue. And, yes, it is your problem. It’s everybody’s problem, right?

Sally Spencer-Thomas: [00:21:08] Then, we move to how do I help a person? Like, I have a person in my heart that I’m worried about or I’m worried about myself. So then we moved into that space and we saw a lot of programs coming up or, you know, resources, that kind of thing. And now, because of the national guidelines and because a lot of companies and other professional associations and organizations have set a precedent, people are moving to strategy, and strategy is really where the things are going to shift for good in a positive way. So, the national guidelines help with that, having large reputable companies say we get it, we can’t just do a one-off training or one-off awareness day and call it good. We’ve got to figure out how this is embedded in our entire health and safety culture. So, it’s just part of the fabric of what we do around here.

Sally Spencer-Thomas: [00:21:52] Having those stories to tell now, one of the things that I’m super excited about for the upcoming months is we’re having a summit in Colorado, where all of the early adopters in the construction space who’ve been working and trying things on and measuring impact, they’re all going to come together and they’re going to learn from each other. Like, here’s what’s working, here’s what’s not working, here’s what we need for the next three to five years. That’s where change becomes sticky, and that’s where we’re at, which is very, very exciting.

Jamie Gassmann: [00:22:20] Wonderful. Great. So, we’re going to shift over to our next workplace MVP for today’s episode, Dr. Jody Frey, Professor at University of Maryland, School of Social Work. Welcome, Jody.

Sally Spencer-Thomas: [00:22:33] Thank you, Jamie. Thanks for having me.

Jamie Gassmann: [00:22:35] Yeah. Absolutely. So, share with us your career journey and kind of your path that got you into kind of moving into working in the suicide prevention area.

Jody Frey: [00:22:45] Sure. And, it’s always just such a pleasure to hear Sally and her story. It’s just such an amazing professional in this space. Honored to be here with her. So, my journey is a little bit different. I entered the field as a clinical social worker, and to be honest, I had very little formal training in suicide assessment and response in my MSW program, which has gotten better over time. As Sally mentioned, both of us in our counseling programs weren’t, I would say, fully prepared. And, that’s probably being generous.

Jody Frey: [00:23:24] I really learned more of the work about suicide prevention, asking questions, providing support, access to resources in my fieldwork and ultimately in some of my first jobs. And I always thought, you know, this is not necessarily the way that we should be preparing folks. And, when we talk about the workplace and thinking about how to prepare leaders and coworkers to talk to employees that they’re concerned about, we can’t just let people go out there and expect that they know the right things to say and the right things to ask. And the lack of knowledge, I think actually is one of the biggest problems in our field because we don’t know so we don’t ask and we stay silent.

Jody Frey: [00:24:11] And so, when I started working in employee assistance, in the workplace, you know, similar to the trends that Sally was seeing in construction, I was in federal government, so, again, with an aging population, a lot of increased risk, suicide attempts, and deaths among working-aged men. And, we didn’t have anything about suicide in our workplace. Violence policy, we weren’t addressing this in our safety initiatives.

Jamie Gassmann: [00:24:40] And in fact, when I tried to bring this up to senior leadership in workplaces that I was engaged with as an EAP clinical social worker was very quick to be told, “Jody, that’s a personal problem. We’re very sad that that happened, but it really had nothing to do with the workplace. In fact, we heard, you know, that that person was going through a nasty divorce or had recently experienced some pretty significant financial problems.” And, it just was very quick to try to move on and not understand at all how a workplace could have a role in helping to prevent but also on the other side could be contributing and exacerbating the risk that we see.

Jody Frey: [00:25:27] So, as a social worker, I didn’t give up, you know. As I continue to try to bring these issues to light and see the potential actually, the opportunity for this untapped environment of a workplace to not only do education and awareness but intervention and more recently in my work, thinking about changing the systems that calls some of the increased risks and some of them are involved with work.

Jody Frey: [00:25:58] So, I kept going and I found folks like Sally that had similar ideas of how can we take what we’re seeing in our communities and in our workspaces, increasing the awareness and the training for folks that we refer to, but also building that bridge of how do we connect people with care, and how do we start the conversations so that we could think about employees asking, “Are you okay?” And, not asking it in a way like, “You’re okay, right?” But opening the door to conversation both from the workplace perspective and also from counselors.

Jody Frey: [00:26:42] And that’s another piece that I’ve been doing quite a bit of work on as well is how do I bring this into the training and the education of social workers and helping professionals so that they are also equipped to ask questions and when they ask the questions to sit and listen and be present with someone.

Jamie Gassmann: [00:26:59] Yeah, which leads me into my next question of how have you incorporated that into the curriculum that you’re teaching in your social work program?

Sally Spencer-Thomas: [00:27:08] A lot of different ways. And I think, you know, there’s still quite a bit of work to do. But one of the ways that we’re bringing this into social work and counseling and helping professions is to actually have classes on suicide and suicide prevention.

Jody Frey: [00:27:23] I actually created at the University of Maryland an interprofessional course, where I work with our School of Nursing, and we prepare clinicians, nurses, and social workers to think about how they can work as a team in different settings, community, hospital, health care, et cetera, to identify risk and to respond appropriately to risk. And, you know, when I first started doing this work, Jamie, I thought, well, everybody knows to ask a direct question, and I brought – I think the first time I entered this in social work because I brought a QPR, question persuade and refer, training into social work, and I thought, this is going to be too novice. Like, everybody, they’re all going to know this. And we did a randomized controlled trial, actually, and found that yes some people knew this and felt it was a great refresher and some people did not know. And, I think that is just so important to think about both in education but also the workplace, that people are still very concerned that if I ask, “Are you thinking about suicide? Are you thinking about death?” That I will somehow implant that idea in the person’s head and therefore we don’t ask.

Jody Frey: [00:28:37] And so being able to have basic trainings, both at counseling programs in the workplace and the community, is so critically important to reduce the stigma or the discrimination against suicide and to help people feel confident in the ability that by asking the question doesn’t actually implant some idea, but it opens a door to say, “You’re an ally. You’re a safe person that I can talk with because, yes, I am maybe having these thoughts and no one’s really asked me about them or will listen.” And then, being prepared to think about where do we refer to.

Jody Frey: [00:29:19] So, both in our master’s program and the research I do, we’re always bringing students into that capacity to think about broader spaces and places where we can provide bridges to care. Like, some of the work that I’m doing in Michigan and Washington County, Rhode Island, with man therapy, like getting social workers and researchers and practitioners to think about different interventions that they might not be evidence-based interventions and mindfulness and cognitive behavioral therapy but, like, how do we get out into the community which includes the workplace and maybe we need to communicate differently to try to connect particularly with men, with frontline workers, with working parents, folks that are not maybe accessing our traditional mental health resources as much as we would like.

Jamie Gassmann: [00:30:10] Yeah. And I think in the workplace, sometimes there’s that fear of litigation that if I bring up mental health or something to that degree, I’ve now set myself up, you know, as a leader for that employee to, you know, sue me or something to that effect. So, how – I think that educational point is important. How can workplaces figure out that balance between, you know, regulatory requirements around an employee’s health and creating kind of that, you know, ability to be able to have those conversations safely, you know, and show that you’re that ally for that employee?

Sally Spencer-Thomas: [00:30:47] Yeah. I think it’s very important that workplaces consider the culture of their organization. And, I think right now we’re seeing a lot of increased attention from employers when mental health and what can they be doing. But there’s still this notion, as Sally mentioned when talking about EAP, to check the box. Like, “Well, what training can I do? And, that will solve the problem.” Or, “What vendor can I use for a particular benefit? And that will solve the problem.”

Jody Frey: [00:31:17] And I think what is really needed, which then allows those conversations that you’re talking about to happen, is to take a broader view and approach of the culture of the workplace. Because some places, it is not safe to disclose vulnerabilities. And that is the reality that many workers are facing day in and day out.

[00:31:39] And so, in order to to have conversations, I think leaders need to do some work first and foremost and thinking about what do they want their workplace to look like. What does psychological safety look like and how does it work here? And do we have the resources to refer folks to should they express concerns? Because it is not the role of managers and supervisors to diagnose any kind of psychological problems, but it is their role to look at patterns of behavior and to show empathy when they have concerns to have the ability to ask “Are you okay?” and “I’m concerned about you because this is what I’m seeing,” and, “we also have the resources to take care of you.” We have to have a package deal. We cannot just offer, you know, someone to be vulnerable, and then we have nothing to offer them.

Jody Frey: [00:32:40] And, that goes beyond EAP. You know, one of the areas that I chat with employers quite a bit when they ask me, because I am an EPA expert, like, what program should we use? And, I say I will give you an answer. But first, you need to tell me what are you doing as a leader to change the culture of your workplace? And, what are you really willing to invest? Because you could have a wonderful mental health package, but if there’s no paid time off, you know if there’s no support for employees who are being harassed or discriminated in the workplace, we are continuing to put all the blame on the individual and say care for your mental health and your well-being, your self-care, when potentially this workplace is toxic or there’s aspects of it that really need some considerable change.

Jody Frey: [00:33:31] And so, I think if we start to address some of the culture, situations, and environments, then the conversations that an employer or a coworker could have are much more safe, both for the employee and for the employer. Because we’re really creating a culture of caring as compared to one that’s blaming and shaming and sending someone to a program that may or may not be connected to the resources and the overall culture of the workplace.

Jamie Gassmann: [00:34:00] Sure. You know, and I think that kind of brings up an interesting part about some of the challenges that, you know, overall might be being faced in helping to kind of slow suicide rates. From your perspective, where are some of the other challenges? I know, obviously, in the workplace, there are some things that need to be corrected. But what are some of the other challenges that individuals might be experiencing either getting help or just in general with society? You know, what does that look like in your perspective?

Jody Frey: [00:34:33] So, you know, a lot of attention, and even in some of my early work, has been training clinicians to assess and respond to suicide risk. And, that’s critically important. Sally and others, you know, have talked about, like, when you are sitting with someone who has serious suicide ideation and intensity, you need to bring your best as the crisis response. And, I know R3 does this very often in that position. We have to bring our best professional self forward and be there for that person.

Jody Frey: [00:35:05] But if we are able to get through that intense moment and step back, I think some of the bigger issues of why we’re really struggling to reduce suicide rates in a significant manner has much more to do with some of our basic needs. And so, in social work and other persons, we’re taught about Maslow’s hierarchy of needs, you know, which starts with safety and security at the bottom of that pyramid. And if we’re not feeling safe, if we’re not feeling secure, if we’re not feeling like we contribute to society, then all the mindfulness in the world is not going to help us. So, I often find that we have to step back.

Jody Frey: [00:35:48] I also teach psychological first aid, and sometimes my social workers are like, “Well, we want to jump into therapy,” and I’m like, “No, we need to hand out water right now.” That’s what’s needed. People are thirsty. People are tired. Counseling maybe can come later. Maybe, it’s not needed even.

Jody Frey: [00:36:04] But I think for suicide prevention, when we look at societal issues, social connection and isolation are critically important, but so are social determinants of health. And I really see issues of poverty, racism, financial security, housing stability, food insecurity, and couple that with feeling not connected or that or withdrawn and not having access to good quality health care. This is, you know, I think, where we see suicide risk really coming to ahead and why it’s so challenging to figure out. Like, what screening should we do or what programs should we offer or what training should we do? Those are all very important pieces of the puzzle. But the bigger table that the puzzle is sitting on has to do with our societal issues.

Jody Frey: [00:36:56] And I think that’s where the guidelines that Sally and I are involved with, the National Workplace Guidelines for Suicide Prevention. We’re always trying to think, how do we go more upstream? And that’s, you know, where we’re seeing a number of employers think about which has not happened when Sally and I first entered this field and there’s still quite a bit of work to go. But the idea is to think about preventing someone from getting to the point of crisis because these other situational factors are supported and taken care of. And, as our research demonstrates the disparities in health, mental health, social determinants, I think we need to think about not just identifying the disparities but changing the systems that cause and exacerbate those disparities. And, the workplace has a great opportunity to be part of the solution for suicide prevention in that way.

Jamie Gassmann: [00:37:59] Great. And I’m excited to dive into that here in a little bit on the workplace. But real quick, just like Sally, you too have done a lot of educating and speaking and programming around suicide prevention. What would you say is your most proud kind of moment in the work that you’ve done?

Sally Spencer-Thomas: [00:38:17] Well, definitely, ditto with the national guidelines. Sally and I used to see each other at conferences and we were just like, it was very hard to get traction. I remember trying to do my first grant on Workplace Suicide Prevention, and it got to like a week before being submitted and the workplace shut it down at a very high level saying if we do this program, more people are going to kill themselves and we’ll be held liable. And, the grant was never submitted and I couldn’t understand. I was so excited to have this comprehensive model that we were going to do and you would be the first workplace to lead the effort. And, I realized they don’t want to be the first. They don’t want to be recognized as having a problem with suicide. And, that was really hard for me during that time to just have that kind of thrown in my face with that recognition that the workplace didn’t want to lead.

Jody Frey: [00:39:16] So, I think being able to build back and look at what other countries are doing and learn from them and bring this to the U.S. has been a huge accomplishment on a more micro level I think teaching the class with social work and nurses. When I run into a student in the elevator and they said, “You know what, Dr. Frey, that class not only helped me be able to talk to my client last week, but actually my significant other or my sister express suicide ideation, and none of us knew what to do. And from the class that I took, I knew how to ask questions and I knew about resources that were going to be important not only for my family member but our whole family for healing.” And so there’s, you know, big examples of making change in workplace. And then there’s the small individual examples knowing that we just have to keep doing this work and we’re reaching more and more people, and more and more people are receiving the help they need. And, that’s very rewarding to me.

Jamie Gassmann: [00:40:21] Oh, absolutely. How powerful that is to be able to get that feedback from one of your students. That’s amazing.

Jamie Gassmann: [00:40:27] So, real quick, we’re going to hear a word from our sponsor. Workplace MVP is sponsored by R3 Continuum. R3 Continuum is a global leader in providing tailored behavioral health disruption, response and recovery, violence mitigation, and leadership support solutions. R3 Continuum is proud to have taken the Workplace Suicide Prevention Pledge to make suicide prevention a health and safety priority in their workplace.

Jamie Gassmann: [00:40:53] To learn more about the Workplace Suicide Prevention and take your pledge, visit workplacesuicideprevention.com. To learn more about R3 Continuum and their ability to create a tailored solution for the unique challenges of your workplace, visit r3c.com today.

Jamie Gassmann: [00:41:10] So moving in, I know you guys have touched on it a little bit in terms of leaders and creating this open environment, creating a culture that creates that psychological safety where employees feel like they can have those open dialogues and conversations or come to a leader for support. Let’s talk through about what are some of the ways that they can go about creating that environment and creating the, you know, creating programs or kind of that cultural feeling where it is okay to be open because I know a couple of you mentioned, you know, that there are some work environments where it’s just not. And so, how can we start kind of turning that? And, what can leaders learn today on this episode about ways that they can kind of start that process? So, we’ll go ahead and start with you, Sally, if you can share with us your thoughts on that.

Sally Spencer-Thomas: [00:41:59] Sure. I have two thoughts. One is going to back to what you were raising earlier. We really have to address the leader’s fears. Because if the leader is afraid, it’s really not going to go in the way that we need it to be. And a lot of times, you know, I do an anonymous and confidential survey with large groups that I train and I ask, “What are your top fears?” And, you know, the top ones are usually I’m afraid I’m going to make things worse. I’m afraid I don’t know what I’m doing. You know, that kind of stuff.

Sally Spencer-Thomas: [00:42:25] But pretty high up there, especially with what the top leadership is, this liability issue. And if that’s really at the heart of the fear blockade, they’re not going to be bold and they’re not going to fully embrace this. They’re going to kind of hold back. So, Jody and I have been working with a group of nationally known H.R. and employment lawyer folks to say how do we get, how do we get through this so that their legal counsel, their HR department, is saying, we understand this. And, one of the – we understand it and support it. And here’s why we should not be afraid. We need them on the team to help message that this is the right thing to do.

Sally Spencer-Thomas: [00:43:01] And, usually one of the ways that we bridge that is around talking about CPR. You know, most companies, especially in our safety-critical industries, CPR all the time, everybody gets it. We train everybody, you know, just to make it fresh and keep the skills sharp and all of this. We don’t expect people to be heart surgeons. We don’t expect them to be EMTs even. But we do expect them to be aware, be confident and confident moving in, supporting a life, and connecting to resources. So, it’s the same idea here. If you were afraid that somebody’s going to crack a rib and get sued, you would never train your people in CPR and a whole bunch of people would die. So, kind of making those arguments is a really important thing. And, soon we’re going to be publishing a white paper co-written by this task force to help decrease some of those fears so that we can go ahead and do the things that we know can be lifesaving.

Sally Spencer-Thomas: [00:43:50] The other piece that really addresses the culture issue is usually when we partner with companies, we do both the grasstops and the grassroots about the same time. So, we walk in with a small group of leaders and we say we need you to lead here. You can’t just bounce it off to your wellness department or your benefits team or your safety team. We need you out in front saying here’s why this is important for our mission, what we’re trying to do here as an organization, and very critically, here’s why it’s important to me. And, they have to have a very compelling reason why this needs to be a priority in the organization.

Sally Spencer-Thomas: [00:44:27] And so, we coach them on, you know, if you do have a story to tell about your own distress, we can help you share that story so you look strong. If that’s your fear that you’re going to be looking weak and people are going to second guess your mental well-being, don’t have that fear. Because what actually happens, Brene Brown’s research, right, you show vulnerability, people see you as even more authentic, more trustworthy, and stronger than people who only, you know, only share the strongest sides of themselves. So, helping our leaders be strong storytellers and model, “It’s okay to talk about it, Watch me. Here I go. I’m going to talk about it,” does more to shift culture than just about anything we do.

Sally Spencer-Thomas: [00:45:07] The other piece is for us to have listening sessions with the grassroots. This is something that, again, they’re very afraid of. They don’t want dirty secrets being aired, or I don’t even know all the fears that they have or they think they know what the problems are. And I said, even if you’re right, we should be listening. Because when we listen to people, they feel like they’re part of the process and they feel like this whole work is by them, about them, and for them. And, they’re going to be far more likely to engage than if you just took an off-the-shelf thing and jammed it into your training program. So, the leaders are very critical in this whole space.

Jody Frey: [00:45:41] And then one more thing, I just want to make sure that I don’t forget to say is that I talk a lot about construction. Most of the early-adopting communities have been the male-dominated communities, construction, extraction, manufacturing, transportation. And the reason why is because death data is clear and they’ve been hit hard. But I can tell you, there’s not a workplace here that hasn’t been impacted. It’s just sometimes the attempt data or the thought-related data is not as clear for a workplace, but it’s coming. Like, I can see other types of industries are trying to get up to speed because they know that many of their workers are suffering. So, I just want to make sure of that. It’s not just the male-dominated industries. Everybody is impacted.

Jamie Gassmann: [00:46:21] Yeah. Great, great information. How about you, Jody? What are your thoughts on this question?

Jody Frey: [00:46:27] Yeah. I think the leaders doing some looking in the mirror and really working with coaches and folks that are out there to help them, whether within their workplace or outside, to think about a strategy, to share a story perhaps, or to become a champion. I’ve seen – as a social worker, I’ve done grassroots efforts in the workplace, but they only get so far without buy-in from top leadership.

Jody Frey: [00:46:59] So, I think being able to create allies in the leaders is very important, and if they can share a story that demonstrates that they’re willing to share their own vulnerability and they’re willing to start the process to make the workplace safer, or perhaps change the culture of a workplace that hasn’t been safe for so many people. I think, you know, coaches could be in H.R. They could be in EAP. A lot of times folks need to rehearse and play and practice and be able to make mistakes in what they’re saying or they’re communicating.

Jody Frey: [00:47:40] So, not feeling alone, which, you know, I think a lot of leaders do feel like they’re on this island and it’s like all up to them to do this work but to make sure they’re using their team effectively and that they’re creating a team, a team that they’re able to be vulnerable and get feedback and continue to improve. Because turning a switch on to say, okay, we’re a psychologically safe workplace or, you know, a lot of people now are throwing equity into their language, like that doesn’t change the culture of workplace. You haven’t made it more equitable. You haven’t made it more safe. It starts the conversation and it’s critically important, but really then maximizing the resources and the assets that you have to start making real change.

Jody Frey: [00:48:23] And, one of the pieces that I would add to what Sally mentioned that I’m really encouraged to see is the intersection and the interweaving of mental health and DEI in the workplace. Now, I mean, another podcast could be why we’re seeing them interwoven. I’ve always thought that my work in mental health is DEI work. I don’t differentiate them. But what we’ve seen in workplaces is some folks have, you know, jumped in to communicate. We think about in 2020 kind of performative statements about DEI and it’s really coming back to be detrimental for workplaces that haven’t fully vested in worker well-being and changing the culture.

Jody Frey: [00:49:08] So, now I’m actually really optimistic about the workplace seeing the intersection and that if we’re going to be working on workplace suicide prevention, we need to be thinking about inclusion of our employees. We need to be thinking about equity in terms of access, in terms of opportunity, and we need to continue to value diversity and not as lip service. So, I think bringing those messages together is a great way that leaders can start to think about changing the culture of their workplace and to bring their teams together to help them to support the communication and to build more allies in this work.

Jamie Gassmann: [00:49:52] I know we’re running a little bit out of time, but there is one thing that I wanted to make sure I got mentioned on the show, and I know it was mentioned in the commercial for R3 Continuum in terms of taking the pledge. And, you both are volunteer co-chairs of the Workplace Suicide Prevention Committee that created and is working on disseminating the national guidelines for workplace suicide prevention and you both have mentioned those in some of your responses today.

Jamie Gassmann: [00:50:18] So, can you tell us a little bit about the program and the pledge that our sponsor, R3 Continuum, has taken in making suicide prevention a health and safety priority in the workplace? Because that could be really a good first step for some of these workplaces in terms of accessing tools and resources that they can use to kind of start having the dialogue or even building a program. So, Jody, do you want to start out with that? And then, Sally, we’ll have you kind of share your thoughts there as well.

Jody Frey: [00:50:49] Sure. The guidelines which, you know, R3 is a great example. So, the guidelines are online. They’re at workplacesuicideprevention.com. They’re freely available. We ask employers and professional organizations to take a pledge to make suicide prevention a health and safety priority. Now, sometimes that’s “Oh, my gosh. What does that mean?” And, some workplaces feel overwhelmed.

Jody Frey: [00:51:16] But what the beauty of the guidelines is that it provides a roadmap, you know, a toolkit with practices. Some, you’re already doing as R3 found out as an early adopter. And, you can start wherever you want. You know, maybe we start with a peer program and looking at our employee resource groups that are doing really active, great work and we build up there. Or, maybe we start because we’ve got a great champion in our leadership and we want to start with our communication and maybe doing an audit of what’s happening. You don’t have to take this all on. We’re not going to switch a light and tomorrow be a suicide-informed workplace. It’s a process, and it’s okay to take our time because changing culture takes a lot of time.

Jody Frey: [00:52:01] So, I think with the guidelines and the website itself has a ton of resources, from communication templates to where should I get training for my managers, to examples of other workplaces that are sharing best practices through videos. It’s just a wealth of information for someone to take the first step, to go online, and to probably be very pleased to say, “Hey, we’re already doing some of this work.” And as R3 recognized, they were willing to jump in and say, “I think we’re doing some of this. We are. And here’s some places where we can keep improving, keep this on our radar, and keep it moving forward.”

Jody Frey: [00:52:41] So, I definitely encourage every workplace and professional organization to take a look at the website and think about what is the right spot for you to start with and know that we’re here to support you as you’re thinking about what your next steps are.

Jamie Gassmann: [00:53:00] Great. How about you, Sally?

Sally Spencer-Thomas: [00:53:01] Yeah. Well, I will echo the shout-out to R3. Not only were they one of our very first pledge partners, but, you know, Jeff Gardere was instrumental in helping us develop the guidelines. You know, he’s been a part of their committee for four years, and so we’re just very, very grateful for the sponsorship and opportunities like this and other times where we had a chance to talk about the guidelines and their impact.

Sally Spencer-Thomas: [00:53:22] If you go to the website, workplacesuicideprevention.com, and you’re looking for a PDF where the guidelines are, you’re not going to find it. We also decided from the very beginning that this was not going to be a static thing that you would just – that would become outdated in five years. This is going to be an evolving thing because we’re going to learn a lot as people try practices and find out what else is missing and communities learn from each other and so forth.

Sally Spencer-Thomas: [00:53:46] So, what we have once you become a pledged partner, you become a registered pledge partner. Then, this world opens up to you where you can dive deeply into nine practices, nine buckets of areas to grow in your company that are guided by eight guiding principles. So, you can look at the principles and decide, does this – is this the true north of where we want to head? Is this direction better than the other? That kind of thing.

Sally Spencer-Thomas: [00:54:11] And, we have a badge process where after a certain number of practices are completed, you get a badge that starts to show your company’s investment in this effort in a public way. So, we try to make, you know, again recognizing reward, people who are taking action steps, give people some breadcrumbs to follow so they don’t feel like they’re lost in the woods, and then evolve together as we learn more and more.

Jamie Gassmann: [00:54:36] Great. And just real quick, you both shared some wonderful information, great tips. I know workplacesuicideprevention.com has been mentioned a couple of times on the show as a resource site. But if listeners wanted to get a hold of either of you, how can they go about doing that? Sally, do you have an email or LinkedIn or something that you’d like to share with the audience?

Sally Spencer-Thomas: [00:54:57] Yeah. I’m on all the social media platforms if you search my name. It’s easy to find me. My website is my name also, sallyspencerthomas.com.

Jamie Gassmann: [00:55:04] Okay. How about you, Jody?

Jody Frey: [00:55:06] And, yeah, I can be reached easily through the University of Maryland, jfrey@ssw.umaryland.edu. And like Sally, I’m also on all the social media. I think I’m @jodyfrey on Twitter and probably on there more than I should be. But I think it’s a great way for all of us to stay connected and share these resources and best practices. So, we hope everybody listening will take a look at the website and communicate with us, maybe even consider joining the committee. We’re always looking for new industry leaders to think about the challenges and also the opportunities to share our success story as well.

Jamie Gassmann: [00:55:47] Well, thank you both so much for being on our show. It’s such a pleasure and an honor to be able to have you both on and share the great work that you’re doing and to celebrate you for all that great work as well. So, I truly appreciate you being guests on our show.

Sally Spencer-Thomas: [00:56:01] Thank you, Jamie.

Jody Frey: [00:56:02] Thank you, Jamie. Thank you.

Jamie Gassmann: [00:56:04] We also want to thank our show sponsor, R3 Continuum, for supporting the workplace MVP podcast. And to our listeners, thank you for tuning in. If you’ve not already done so, make sure to subscribe so you get our most recent episodes and other resources. You can also follow our show on LinkedIn, Facebook, and Twitter, @WorkplaceMVP. If you are a workplace MVP or know someone who is, we want to hear from you. Email us at info@workplace-mvp.com. Thank you all for joining us and have a great rest of your day.

 

 

Tagged With: Dr. Jodi Frey, Jamie Gassmann, National Guidelines for Workplace Suicide, R3 Continuum, Sally Spencer-Thomas, Suicide prevention, suicide prevention programs, University of Maryland, Workplace MVP, workplace suicide prevention

First Generation Entrepreneurs, with Randy Gerber, Gerber Clarity

February 16, 2022 by John Ray

First Generation Entrepreneurs with Randy Gerber from Gerber Clarity
Inspiring Women PodCast with Betty Collins
First Generation Entrepreneurs, with Randy Gerber, Gerber Clarity
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First Generation Entrepreneurs with Randy Gerber from Gerber Clarity

First Generation Entrepreneurs, with Randy Gerber, Gerber Clarity (Inspiring Women, Episode 41)

First generation entrepreneurs, says Randy Gerber, are the world’s leaders and creators. Randy joined host Betty Collins to discuss how to grow a business with purpose, the unique financial planning needs of first generation entrepreneurs, and much more. Inspiring Women is presented by Brady Ware & Company.

Betty’s Show Notes

This episode is going to be about a topic that I love.

The importance of the marketplace in our country and small businesses. Small business is so important. It’s so important to our economy that it needs to work and work well. Owning and running a successful small business is knowing what you do, finding your purpose, living out your “why.”

I can’t think of a better person to talk to than Randy Gerber, and his company, Gerber Clarity, catch his optimism about the marketplace and what he sees about this coming year.

Randy and his team work primarily with first-generation entrepreneurs. Part of the reason is that first-generation entrepreneurs are optimistic, cup half full, people to begin with. They help them understand how to grow their business with purpose. We talk a bit about his book, The Integrated Entrepreneur: Achieving Happiness in Relationships, Business & Life.

The book came about from his realization of how difficult it is to be “the new guy” in any given market. He recognized that if he was going to really work with these first-generation entrepreneurs, he had to help them with things other than traditional financial planning because they have unique needs and unique perspectives. This realization and experience helped him write the book.

I ask Randy what’s the biggest misconception that business owners have about growing their business?

In my experience, it’s they think they need to grow too quickly, and particularly if the question is rephrased, is what are the biggest misconceptions for small businesses or emerging businesses? I am just convinced that businesses grow too quickly.

How should business owners grow with purpose?

If you could sit down and really understand how you want to live your life. What do you want to do? How do you want to do it? What do you want to do? Who do you want to do it with? Want-based questions versus need-based questions. That will give you a clear map.

What are the top three things that women should be considering or putting in place with their business today? Realignment (not resignation), double-down and become outcome-oriented. Randy talks about what he has learned about being a leader during times of uncertainty with his business, and what he wants business leaders to know?

I think that you really have to be super as a leader, be super cognizant of your culture during times of duress. And one of the things that I’ve preached to our clients all the time, whether you are male, female, doesn’t matter, if you’re a first generation entrepreneur, you’re a unique breed, to begin with. You’re willing to accept variability risk volatility.

Entrepreneurs’ Organization is the world’s only peer-to-peer network exclusively for entrepreneurs. EO helps transform the lives of those who transform the world. Randy talks about his work and time with EO.

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

For more information, go to the Resources page at Brady Ware and Company.

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

TRANSCRIPT

[00:00:00] Betty Collins
Well, this podcast is going to be about something that I love, which is the importance of the marketplace in our country and the small businesses, when those employers, you know, can have employees. That means there’s households taken care of and those households have provision. And then that, you know, forms our communities. So small business is so important that it works and that it works well and there’s more than just provision as well, right? There’s it’s it’s finding what you do, finding your purpose, finding living out that why and I can’t think of a better person than Randy Gerber with his company, Gerber clarity. I mean, he is an optimistic person and loves the marketplace. And the last time we were together, he was so optimistic about twenty twenty two and what we’re going to go into, and I think we need to hear more optimism out there. So I wanted to really have a time with him where we could talk about, Hey, let’s be optimistic. Let’s look at what the opportunities are out there for small business owners, because that’s who he works with. And he really is about living out his why. And he’s really about leading with great passion. And he works hand in hand with those clients and understands not just their business, but what do they want out of life, and he puts a holistic approach to things. So Randy, welcome to my podcast. I’m so glad that you’re here today, and I’d love for you just to talk that 30 seconds to a minute about about your company and the Gerber team.

[00:01:32] Randy Gerber
Sure. Well, first of all, Betty, thank you for having me. I’m flattered by the introduction and super happy to be here. And yes, I am very optimistic about 2022. Our team we work exclusively with and I really did try to say primarily used to stay exclusively. We have a few exceptions now, but with first generation entrepreneurs. And part of the reason why is, you know, first generation entrepreneurs in my experience, which you know, spans 30 years now, are optimistic cup half full people to begin with. And we really helped them understand how to grow their business with purpose. And obviously, that word purpose can be defined several ways, and we do define that several ways deliberately. So it’s fun. It’s exciting. It’s it’s the baseline of of America, as you said, and these are people that are moving the needle for us every single day.

[00:02:31] Betty Collins
Yeah. And in and what I don’t think people, you know, they underestimate that small business owner and what it means and people think that business is all like Apple or big. And that’s really a small segment in our marketplace. And so those that first generation that goes and takes the risk, yay to them, right? It’s always

[00:02:53] Randy Gerber
Good. And you know, we’re living in a period of time right now of of great opportunity. I mean, you know, this is really, truly the fourth industrial revolution we’re living in right now with the amount of innovation and change that’s happening. And you know, I think a year ago, people kept saying, you still hear it, but people look the same when COVID hit or COVID induced this. And I really been thinking about this a lot lately that I don’t I think COVID just just it actually exposed the fundamental issues that have been out there in our economy and our society have been lingering for a while. We needed a catalyst. So. So COVID was a catalyst. And so I think that that, you know, the amount of people are willing we were changed, was induced upon us, was forced upon us because of COVID and we all got comfortable to some degree with change. And so you’re you’re seeing people make tons of changes. And one of those dynamics is investment and innovation, which is that it’s staggering what’s happening right now and exciting. And I think it’s going to be it’s going to be very, you know, great for our country and our society. And in fact, I think that a lot of the social issues that we have will get solved via innovation and change as well versus government and politics. And it’s going to take a little time, but there’s just so much happening right now. It’s it’s impressive, right?

[00:04:29] Betty Collins
And you don’t want to miss the opportunity. You don’t want to miss what you can seize right now. And you know, people ask me all the time, what’s a great client for you, one who’s engaged and if there is an engagement is so prevalent everywhere right now, people are engaged on what’s going on and what should they be doing. And that makes your in my job as professionals so much easier when you have that. But we don’t want them to miss opportunity. But you’ve done some amazing things and one of them is you wrote a. Look, can you give us some insight on why you wrote the book and let’s do a plug for it’s the integrated entrepreneur achieving happiness in relationships, business and life. Can you talk a little bit about that?

[00:05:12] Randy Gerber
Sure. Yeah, I wish I had a really exciting story to why I wrote the book. I should. I should fabricate one. But the the truth of the matter is that when I made the, you know, when I started my business back in 1991, I was doing general financial planning for anybody. And the distinction? I’m not from Columbus. So I had to really work hard just to make introductions with people and cold call and et cetera. And so anybody was a client. And then, you know, in 2000, 2001, 2002 really had for a whole bunch of reasons that from having our first child to 911 to market crash that really examined who I wanted to work with as clients, and I realized I had a real affinity of working with entrepreneurs. And then after a few months of consideration, it was not just entrepreneurs, people who start the businesses. And and so, you know, the recognition was that if I’m going to really work with these first generation entrepreneurs, I have to help them with things other than traditional financial planning because they have unique needs and unique perspectives. And so and this is, you know, like people kind of forget this, but you know, back in, oh, one, 102, two 03, Google wasn’t quite so prevalent back then and the amount of content and research available on first.

[00:06:38] Randy Gerber
If you if you were spending the time to research first-generation entrepreneurs, there just wasn’t much content out there. And so, you know, I became committed in my head to that marketplace and said, Well, look, if I’m going to understand these people and I’m going to help them grow their biggest asset, I really need to understand them. So we ended up. I decided, you know, naively, I suppose, to the best vehicle to do the research and organize it as a book. And so, you know, started to outline the chapters of what I wanted to talk about. And it is primarily relationships with, you know, your parents, your siblings, your children, your friends, your employees, et cetera. And and we hired a woman out of Houston to do all the research. She actually was a child therapist, research expert. And so we felt like she had the background to do the research. And so she did. And we, you know, interviewed a ton of our clients and she interviewed a ton of people. And so we started and we started paying attention, you know, asking once we had a series of questions that we wanted answered.

[00:07:48] Randy Gerber
We started paying attention more and more in society itself. The I mean, the good news, bad news. I don’t know which one it is still, but we started the book in 05 and I finished it last year in 2021. So and and with the exception of about three or four year period in there, I did work on it all the time. From what I mean by that is I was evolving my thoughts and being more refined and what we were writing. So I do feel that it’s a, you know, reasonably long period of time, a thought. So it wasn’t like we wrote the book in six months and published it at all was, you know, and you know, we went back and some of the things I wrote in 06, 07 08 we modified and I’m using that word deliberately modified. So it wasn’t abandoned the change, but rather modify and refine some of our thinking. And so as I reread it after it was in print form and an actual book, I feel really good that what was written is how we feel today, and there’s really no changes to it. But it was an accident. It’s a long story.

[00:08:51] Betty Collins
Well, no, it’s I mean, to write a book. I look at anyone that does that with a lot of admiration. I know what it’s like to try to write a podcast, and I and I, you know, go I whine and and cry over that, you know, let alone writing a book and going through that process and getting your thoughts down. So and then someone edit and change it, and it’s a process. But I it’s a great, great something for someone to read. The integrated entrepreneur achieving happiness in relationships, business in life. You should check that out by Randy Gerber. So let’s let’s talk a little bit about, you know, businesses in general. But what’s the biggest misconception that business owners have about growing their business?

[00:09:34] Randy Gerber
In my experience, it’s they think they need to grow too quickly, and particularly if the questions rephrase is what are the biggest misconceptions for small businesses or emerging businesses? I am just convinced that businesses grow too quickly and the I was asked. Recently by a CPA firm, which I thought was really an interesting question, he said, yeah, what percentage of your clients are lucky and what percentage of your clients are strategic? And I thought about it for a second and thought, You know what? That’s a wrong question. Um, the question is, what percentage of my clients are permanent grinders? What percentage of my clients are lucky and what percentage are strategic? And I think the answer to that is that in the beginning, everybody is a grinder because you have to be. And in that in that grinding process, I think entrepreneurs, the misconception is they have to grow very quickly to have to chase revenue. And I think and then there’s, you know, there’s certain certain entrepreneurs that get lucky for sure that the right place right time for a whole variety of reasons and their business propels because they’re lucky.

[00:10:49] Randy Gerber
But the ones who really, really figured it out are the ones that they can transition to strategic thinking. And so they really begin to understand that, hey, we we need to grow properly. We need to grow the right rate. We need to grow profitably as quickly as possible. And so to me, that’s the biggest misconception. And I think there’s, you know, when people are starting businesses or early in stages in business, they actually they seek counsel from lots of folks. But in my experience, not the right people. They’re not talking to folks who literally had done it themselves, whether they were successful or not. They talked to business community business leaders, but it is such a unique, a unique journey to be to start a business from scratch. And then, you know, get it to a point where it’s sustainable that there’s very few people have done it and you really need when you’re in that stage, you need to identify those folks and try to get. In my experience, most first generation entrepreneurs are very happy to help others who are in that same, you know, on that same journey.

[00:11:55] Betty Collins
Absolutely. I find that all the time and you and really you should be connecting those people together with your client because it can be so beneficial, so beneficial. But one of the things when we talk about the misconceptions and growing your business, I like that you use the word purpose a lot. So you know, how should how should business owners grow with purpose?

[00:12:18] Randy Gerber
Yeah, I mean, in my I’m going to answer this question very literally. And of course, I need to disclose I’m a, you know, I’m completely biased in my answer. And so and it is rooted in my experience. So it may not be for everybody as my point, but I really, you know, in our experience, what we’ve figured out is if you could sit down and really understand how you want to live your life, you know what? What do you want to do? How do you want to do it? Where do you want to do? Who do you want to do it with? And you can be vulnerable and honest with yourself. You get, you know, we can. Then you know, we know what that’s going to cost you. We know it’s going to cost you, whatever, $10000 a month or $20000 a month in 2022 dollars. And once you understand what the economic needs are of the way you want to live your life and these are all very much this is an important distinction. Want based questions versus need based questions? I think all of us are are able to or most of us are able to make adjustments in our lives if we need to. But but you know, again, first generation entrepreneurs being optimistic and and cup half full, you know, the question is really good in how do you want to live your life when you understand that we can, we can identify what that cost looks like and then we can say, OK, this is what you want, then you need your business to look like this, whatever, whatever that is, $20 million of sales, 12 percent net income that that we can craft, that looks like.

[00:13:48] Randy Gerber
So now you have a clear map of, OK, I need to get from point A to point B and then the purpose part of it gets into because, you know, if if you’re I mean, if you’re single, no kids, that’s a little different. In our experience that people like that are generally wrapped up in the business, that’s it. We have a few of those clients and that’s good. And you know, eventually most folks end up wanting to have a partner, get married, have children. And so the purpose question gets much more, much more relevant because now you, you know, people want to have, you know, most people, I think, want to have a happy marriage and they want to they want to be in an apparent relationship with their children that they enjoy and they want their kids to respect and enjoy them.

[00:14:34] Randy Gerber
So when you start thinking about that, you know, time becomes part of the equation. So. So you know, what’s your relationship with the business at that stage? And that’s really where we can help our clients understand what needs to happen economically, you know, from a from a pure math perspective, then also, how do you evolve your relationship with the business to be happy and peaceful and be present and positive for your spouse and your children and your friends and your parents, et cetera, et cetera? And again, based on how you want to live your life, in my opinion, my experience, I think if you’re willing just to work your rear end off and just really. Grind it out, you can be financially successful, you might be miserable, like miserable, miserable, but you’ll you’ll you’ll achieve financial success. And I think most successful, we define in our client base successful entrepreneurs as people that, first and foremost, are happy at peace. Secondly, they are leaders in their their existing market space. And third, they’re financially successful. And so, you know, I do feel that entrepreneurs that are enlightened that way, it really the purpose question becomes very relevant, right?

[00:15:49] Betty Collins
It definitely does. I mean, I’m a person who loves to go to Naples, Florida, and I love to live someone else’s life for that seven to eight days, right? But I certainly would never want to work that hard to have to live that life. And so I think it’s really important that you understand it, even though they’re all driving boats to dinner because they go from their yacht club over to here. But but you have to really know what that would mean to have that life and and and the purpose thing is so behind it. So that’s really, really good, right? We just had a phone go off. So we’re OK. So so let me take us a little bit further because this is about inspiring women and women. Business owners are the ones who are starting more new businesses than anyone and pushing forward. But in terms of innovation, because you are, you are so correct right now is a time for a lot of innovation and people are really pursuing it. What are the what are the top three things that women should be considering or putting in place with their business today?

[00:16:56] Randy Gerber
Excuse me. You know, so I think, you know, from my vantage point, I think women entrepreneurs have always been empathetic to the needs, the unique needs of women. I think it became much more pronounced during COVID. I mean, the last I looked, which is probably been a few months that six million women left the workforce through COVID, primarily due to childcare issues. And you know, now what we don’t know is how many left permanently, how many left temporarily, how many left and a part time basis. But you know, one of the things that is more important than ever is flexibility. You know, the press right now is calling the the mass exodus of people leaving their jobs a great resignation. And I think that what’s going to change and in fact, this podcast inspired me to write an article on this topic. It isn’t the great resignation. It’s a great realignment. And I think that people are really aligning where they want to be and how they want to go, where they want to work, how they want to work, what they want to do. You know, all that, et cetera, et cetera, with women entrepreneurs, specifically the number one. I think it’s, you know, double down on your values and your company because because in this alignment, you want to find people who are aligned with you.

[00:18:29] Randy Gerber
And in my my opinion and more importantly, my experience direct experience that people want to find homes where they’re working. And, you know, we were able to do that where we had folks that were aligned with our values at a reasonable level. And when COVID hit and people ask those deeper questions, we realized they weren’t as aligned as we hoped. And they’re not here anymore. And we’re. But we were able to find replacements that very much were aligned at a very deep rooted level with our values. And so I think it’s not necessarily an innovation, but I think it’s a practice that every entrepreneur needs to drill down on it and women specifically understanding that they have. There’s a unique problem that women face in the workforce and particularly in small businesses, because you don’t have the luxury of extra bodies to help do the work. And so the innovation I think that has to happen is really focus on outcome oriented results versus time based solutions. So what I’m saying is, you know, invest in your systems and very clearly and there’s, you know, there’s lots of these technology solutions out there, such as Salesforce as one example that was unattainable for small businesses five years ago in terms of cost.

[00:19:54] Randy Gerber
That is very affordable today, relatively speaking. And so I think investing in systems to transition your business to be outcome oriented versus time oriented is an enormous and it sounds simple, but it’s not. Yeah. And when you like, you know, our whole pay, our whole pay. Systems based on hours, right, 40 hours a week, you make an hourly rate, you work so many hours. You know all that it’s hours oriented and that outcome oriented. So it’s a massive shift in thinking. And I think along with this and the great realignment, and we definitely have evaluated ourselves as, you know, who are you serving as a, you know, in a business? Who exactly are your customers? And more importantly, who are your best customers? And how do you double down and making them, you know, really making that relationship even stronger? So I know that I’m seeing this with our client base across the board, that the technology solutions are out there and they’re staggering. And so, you know, from an innovation perspective is really figure out what is available and strategically, what’s the best, you know, what are we, you know, what do we execute? What are we initiate? What do we adopt technologically to make us more efficient and make it a better business?

[00:21:08] Betty Collins
Yeah, I mean, and you just said a lot. I’m going to recap two things that really stick out, though I love the realignment, not resignation. Love that. And I wish. I mean, that’s how we need to be thinking, you know, because resignation immediately is negative, right? And realignment is, no, we have opportunity. And second, we double, you know, doubling down women, business owners double down because time is one of those things that they struggle with. And so becoming that outcome oriented. But boy, what a massive shift. We could do a whole podcast on that right, for sure.

[00:21:48] Randy Gerber
So we just picked up a we just picked up a really great new employee. It’s interesting, you know, and and she was with a nice company here in town that grew exponentially. And, you know, I just got lost in the shuffle and I don’t I don’t identify with this company anymore. And she literally she got referred to us and we interviewed her and two weeks later, she’s starting, you know, and it’s just and we did we did her a normal interview process, which is extensive and just actually she’s itching to get here. And I’m excited, you know, so I really think it is a realignment, not a resignation, right?

[00:22:23] Betty Collins
And you also are looking at I mean, the employers who are looking at flexibility is first and foremost because that’s what people are looking for are not having the shortages. You know, some some industries are just having shortages and it’s going to take its time. But but flexibility is really huge in that and you probably were with her. But there is that lost in the shuffle business, especially when you aren’t connected because you’re not going into an office and it’s big and all of that.

[00:22:51] Randy Gerber
So, you know, it’s interesting. The flexibility is even more complicated because when you say flexibility, that means different things to different people. And I’m really beginning to see now that, yeah, my team wants flexibility, but my team wants other people on the team that are committed to the cause we’re on. And so, so with with that in mind, it’s not unlimited flexibility. And there’s definitely one of the one of the challenges small businesses have is that, you know, the perception that working for Google and Apple and all these big, huge tech companies, there’s, you know, it’s vacation every day on Google campus and it’s it’s ultimate flexibility. You can come and do what you want to do and you want to do it. None of it’s true, but that’s a perception, right? And and so small businesses specifically get get whacked with that. And I think in this alignment that you really, really need to have your team want the same type of flexibility, right? Because it’s different. Different people have different dynamics. And we had two employees that, you know, were willing pre-COVID. You know what their, you know, worked hard they’re supposed to do.

[00:23:56] Randy Gerber
Covid came along and they both really did didn’t want to work more than 35 hours a week, but they wanted all the benefits of full time. And sure, you know, but they just didn’t want to work that much anymore. And that’s not the flexibility that we needed. And so we’ve really we’ve been we’ve certainly continued to add more and more flexibility to our relationship with folks. And when I say I work only 35 hours a week, they it was a time, but they weren’t concerned about their outcomes, either. They they, you know, they they were only going to work so much time and the outcomes didn’t matter to them. And so, you know, and now today we have we replaced those folks with full time. We also have more permanent part time people who definitely want flexibility, but they’re very outcome oriented. Mm hmm. Right. So when you’re building your team, you’ve got to have like minded people around that term of flexibility and wanting, you know, great results for your customers, right?

[00:24:50] Betty Collins
The outcome is the bottom line. And in many respects, and what I tell my team is your flexibility is right in there, but it cannot cost chaos to the team.

[00:25:02] Randy Gerber
That’s that’s a great way to

[00:25:03] Betty Collins
Articulate, you know, and so how do we make that work? How do we make that work? And so we talk about that through quite a bit because there just needs sometimes to be this flexibility. But the outcome has to be the same. The chaos cannot. There for the client or your peer, so. Right. But let’s go into the question. Everyone asked this question a lot and we always need it, and I heard you refer to you and you started your business in ninety one, then you went through nine eleven, then you went through 08 nine time period. And now we’re in a pandemic time period. But what have you learned about being a leader during times of uncertainty in your business or, you know, the world in general and and want business leaders to know what from your perspective?

[00:25:48] Randy Gerber
I think that it. Um, in hindsight, in hindsight, when I think about the leadership and particularly as an entrepreneur, particularly, you know, I view the shareholder as the fiduciary of the business, right? And I think that it’s really making sure that the culture is current. And I see I see too many people entrepreneurs who who get sloppy with the culture let go of it. I mean, admittedly, we we start we struggled a little bit during during COVID, where I lost sight of the culture for a period of time and it gets hijacked. And I think that I think that you really have to be super as a leader, be super cognizant of that culture during times of duress. And one of the things that I’ve preached to our clients all the time male, female doesn’t matter is again, if you’re a first generation entrepreneur, you’re a unique breed. To begin with. You’re you’re willing to accept variability risk volatility. Uncertainty unknown. You’re OK with it. And in fact, some people embrace it, right? Ninety nine percent of the people out there do not. And so, so, so even though you might be okay with it, you have to, from a cultural perspective, really be thoughtful around providing certainty and safety to your, your, your team, your company. And so I think during times of difficulty, times of uncertainties doubling down on your culture to provide that certainty and safety to your employees the best you can.

[00:27:43] Betty Collins
Yes. And I think that’s where there’s there’s a tremendous amount of people love and being at home and they’re in their sweats with a nice shirt on for a Zoom call. And they love not having the stress of the morning with kids or the pickup and on and on. But they are missing a culture and an atmosphere by by being secluded. Now, culture is more than just being in your office, but I think that’s where you can easily lose sight or we have lost sight in this pandemic. And and then when you don’t own something and are connected and you’re not going to be engaged, it’s kind of like when you when you use a rental car, you never wash it because you don’t own it. You return it, right? So culture is kind of that same thing when it’s not kind of we own this. This is who we are. I’m engaged with this and and I think it’s really easy to lose culture right now with the disconnect of not having community, but just my opinion. Maybe it’s because I like being in the office too, and that helps me be with my, you know, my people, is what I call it. So. But but leading during these times is so important and the advisors like you and myself getting our clients through this is so crucial to to the the stability of the country. I just look at it that way. So but but I know that you’ve had a lot of success with that, and I will tell you if if I worked for Gerber, I would go to work because you have the coolest office I’ve ever seen. I love your office in your view. It’s very, very good there. But you had so many takeaways today, so many great questions. But what would you want to leave the audience with? You know you’re you’re so optimistic. You really see, twenty twenty two is an amazing year and we’re going to have some opportunities. What would you want to leave my audience with today?

[00:29:41] Randy Gerber
You know, I think this is one of these unique times in the world, in America where you know the old adage make hay when the sun shine, and I think it’s time to make some hay. And I think this is I think this is a really unique opportunity. I’m not going to say it once in a lifetime that could be too aggressive, but I really do believe that we’re living in unusual times and this is a time you can improve the foundation of your business. Really, really engage your customers and clients, improve your product. If you’re a manufacturer or something and and really just just get the best people on your team because because I mean, that’s a I guess the number one is work hard to get the best people on your team because they’re out there and they’re available and people want to associate with greatness. I mean, there’s all sorts of proof around this that the reason why a person goes to work for the company, first and foremost, the mission the company’s on the mission, the company is on a line with them. Number two is the quality the people they work with. They want to work with great people. And a great great people and work with great people, and so the third is the respect they get from the company and their manager and forth as compensation, and those top three things are in play right now in a way that we just may never see. And so I think embrace it as a short answer.

[00:31:09] Betty Collins
No, that’s great. And if you’re an entrepreneur out there and you’re struggling with what he just talked about, I would replay that and write it down because because that that can just make or break how you’re going to navigate through all the opportunity that’s there. So but the last thing I would like to bring this up. You know, you volunteer for the Columbus chapter of entrepreneurs, organizations. You want to just do a plug for them.

[00:31:36] Randy Gerber
Yes. You know, you know, it’s one of the best things that I have ever done personally and professionally. It’s, you know, being an entrepreneur is a very lonely thing. It’s a lonely place. There’s not many out there. You know, it was a group of all entrepreneurs, and Columbus chapter has somewhere in the 80 to 90 member range. And it’s super interesting, exciting people. And I think it’s just a great way to really get your arms around where you’re going and why you’re going and with really great people around you.

[00:32:08] Betty Collins
Yeah, it sounds. It sounds like a cool organization. Everybody should be involved in something, especially if you’re a professional adviser to business owners. You should be in something that connects you to to your community, for sure. Randy, we just want to thank you for being here today. You know, you’re a busy guy. You took the time to be here and and give us your insight. And to my audience again, I would check out the book The Integrated Entrepreneur Achieving Happiness and Relationships, Business and life. Learn from somebody who has a lot of success and that would be randy. So again, thank you for being here and come to my podcast the next time.

[00:32:44] Randy Gerber
Thank you for having me. I really appreciate it. It’s been fun.

Automated transcription by Sonix www.sonix.ai

Tagged With: Business & Life, First Generation Entrepreneurs, Gerber Clarity, small business, The Integrated Entrepreneur: Achieving Happiness in Relationships

Becca Goldsberry, Southwestern Coaching

February 14, 2022 by John Ray

Becca Goldsberry
Business Leaders Radio
Becca Goldsberry, Southwestern Coaching
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Becca Goldsberry

Becca Goldsberry, Southwestern Coaching

Becca Goldsberry with Southwestern Coaching joined host John Ray to address why a coach can be indispensable for a business owner or executive as they strive for their professional and personal goals. Becca discussed the role of a coach in providing accountability, the value of coaching at all stages of a career, success stories, how she works with clients, and much more. Business Leaders Radio is produced virtually from the Business RadioX® studios in Atlanta.

Southwestern Coaching, a division of Southwestern Consulting

Southwestern Consulting’s story actually begins with another member of the Southwestern Family of Companies—Southwestern Advantage. Established in 1855 in Nashville, Tennessee, The Southwestern Publishing House published and sold Bibles door-to-door, allowing young people to not only learn the sales profession at an early age, but also to earn money to pay for a college education. Southwestern Advantage was developed out of that model, and today, Advantage continues to thrive as the Family of Companies’ core entity, with college-aged entrepreneurs around the world selling and promoting educational study systems.

One of those savvy entrepreneurs, Dustin Hillis, saw the opportunity to take the skills he learned in Advantage and teach them to other sales professionals and leaders, elevating the perception of sales to a true relationship-building profession. Thus, Southwestern Consulting was born. Co-founder and CEO, Hillis, along with other top-producing Southwestern Advantage alumni founded the company on the principles of sales and leadership coaching, establishing the first division, Southwestern Coaching. In the coming years, those principles would be expanded to the newer divisions, elevating events with high-quality, engaging speakers, and empowering people to reach their true potential.

Company website | LinkedIn | Facebook | Instagram

Becca Goldsberry, Elite Sales and Leadership Coach, Southwestern Coaching

Becca Goldsberry, Elite Sales and Leadership Coach, Southwestern Coaching

Becca is an Elite Sales and Leadership Coach and an expert at recruiting, lead generation, and business development. She has led a large organization with over 300 team members. As a leader, she is recognized as a top recruiter and loves developing team members to help them achieve their goals and dreams.
She has worked with her family’s five businesses, which included a 65-year-old excavation company, a lake management and treatment company, and a farm management company. While working with the family businesses, she helped develop a family foundation, sat on numerous boards, and helped with business plans and strategies on how to incorporate the third and fourth generations.

Becca worked as a family therapist and school counselor for six years prior before moving into sales. While in sales, Becca has held sales positions focusing on new business development, territory management, recruitment, and retention.

Becca graduated from the University of Louisville with a master’s in social work and an undergraduate degree from Concordia University.

• Was in the Top 50, out of over 10,000 sales associates
• Former top producer in business development by increasing new business sales by over 170%
• Experienced merchandiser for several large Fortune 500 companies including the world’s largest retailer
• Former certified corporate trainer and trained hundreds of new consultants

You can find Becca volunteering her time raising money for cancer research, The Junior League of Indianapolis, volunteering with Church charities, traveling around the world when she can with her husband and kids, cooking up awesome meals for her family and friends to have some quality time together. Becca is an avid parrot head and you can find her at Jimmy Buffett’s concerts when they come into town.

Becca’s mission and purpose is to help others see their greatest potential and pursue their dreams. She is committed to helping people to believe in their ultimate potential in life and inspires them to live a life of excellence, joy and success.

Website | LinkedIn | Facebook

Questions and Topics

  • What is a coach, why should people in business or salespeople have a coach?
  • The Power of Perspective
  • How do you maintain perseverance and focus?
  • Becca’s passion for helping clients find their why, purpose, and passion for what they do.
  • How connecting your vision with your day-to-day activities makes you unstoppable
  • The importance of daily motivation
  • The various ways Southwestern Consulting can serve companies.

Business Leaders Radio is hosted by John Ray and produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.  The show can be found on all the major podcast apps and a full archive can be found here.

RenasantBank

 

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

Tagged With: Becca Goldsberry, Business Leaders Radio, business owner coaching, Coaching, John Ray, leadership coach, leadership coaching, renasant bank, Sales, sales coach, Southwestern Coaching

Workplace MVP: Oscar Villanueva, Managing Director of Security Services, R3 Continuum

February 10, 2022 by John Ray

Oscar Villanueva
Minneapolis St. Paul Studio
Workplace MVP: Oscar Villanueva, Managing Director of Security Services, R3 Continuum
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Workplace MVP:  Oscar Villanueva, Managing Director of Security Services, R3 Continuum

What can an employer do to prevent or mitigate the risk of workplace violence?  Workplace security authority Oscar Villanueva addressed this vital question in this conversation with Workplace MVP host Jamie Gassmann. Oscar was part of the response team to the tragic shooting at the Santa Barbara Distribution Center of the US Postal Service on January 30th, 2006. From that event and his decades of work in security, Oscar shared his experience of dealing with workplace violence, the impact on employees and the organization, steps employers can take to be prepared, and much more. Workplace MVP is underwritten and presented by R3 Continuum and produced by the Minneapolis-St.Paul Studio of Business RadioX®.

Oscar Villanueva, Managing Director of Security Services, R3 Continuum

Oscar Villanueva, Managing Director of Security Services, R3 Continuum

Oscar Villanueva, a well-known international security expert, and former federal law enforcement senior executive brings many years of risk assessment and management, investigative, emergency preparedness, training, and critical infrastructure security experience, worldwide. He oversaw the security-based initiatives in over 180 locations throughout the world and has worked directly with the United Nations, Interpol, Europol, and during multiple Olympic Games.

He has over 30 years in federal law enforcement and corporate security consulting domestically and internationally. One of his areas of focus was workplace violence during his time with federal law enforcement and for the last decade in corporate security venues.

He now helps individuals and organizations navigate the difficulties of overall security and risk issues.

Mr. Villanueva lives in San Francisco.

LinkedIn

R3 Continuum

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

Company website | LinkedIn | Facebook | Twitter

About Workplace MVP

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

Workplace MVP Host Jamie Gassmann

Jamie Gassmann, Host, “Workplace MVP”

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

TRANSCRIPT

Intro: [00:00:03] Broadcasting from the Business RadioX Studios, it’s time for Workplace MVP. Workplace MVP is brought to you by R3 Continuum, a global leader in workplace behavioral health and security solutions. Now here’s your host, Jamie Gassman.

Jamie Gassmann: [00:00:25] Hi, everyone. Your host, Jamie Gassmann, here, and welcome to this episode of Workplace MVP. On January 30th, 2006 at 7:15 p.m., Jennifer San Marco, a former U.S. Postal Service employee, returned to the Santa Barbara Distribution Center, where she once worked. Now, this return was not to reconnect with coworkers and catch up on what’s been going on in their lives because she happened to be in the neighborhood. Now, she was returning with violent intentions. And on that evening, she shot and killed her previous neighbor and six of her former coworkers at a postal facility before taking her own life.

Jamie Gassmann: [00:01:09] The agents who investigated this case are unsure or just unclear a little bit of what her true motives or intentions were by committing this act of violence. Was it out of revenge? Was it due to racism or related to her mental health condition that she had? There was certainly evidence of all of those reasonings in her background that led up to this event, but how could the employer have known she would come back and commit harm? And the reality is in this case, that they had no indication that it would occur. You know, in looking out over history, this is not the first time that a situation like this has happened in a work environment. And, as we can see in the daily news, it wasn’t and won’t be the last time.

Jamie Gassmann: [00:01:57] Unfortunately, situations like this happen way too often putting any work environment and organization at risk regardless of their size, industry, or location. So, what can an employer do to prevent or mitigate this risk? And if unfortunately they do experience an event like this, what can they do to lessen the impact it might have on their organization and its people?

Intro: [00:02:24] Well, with us today is Workplace MVP Oscar Villanueva, Managing Director of Security Services at R3 Continuum. Villanueva was an agent and executive for the U.S. Postal Inspection Service, the law enforcement arm of the Postal Service, where he oversaw the Los Angeles division and his agency response and investigation into the Santa Barbara Distribution Center shooting. He is with us today to share his experience managing this investigation and from the work that he has done in consulting organizations and how to help prevent and mitigate workplace violence and security risk. So, welcome to the show, Oscar.

Oscar Villanueva: [00:03:06] Thank you, Jamie. It’s a pleasure to be here today and to have this conversation with you about this important topic. I’m looking forward to it.

Jamie Gassmann: [00:03:13] And, I’m looking forward to hearing your great thoughts and sharing some insights with our audience. So, let’s start out getting kind of an understanding of your career journey and kind of talking a little bit about the work you’ve done in the U.S. Postal Inspection Service and where your career is at right now.

Oscar Villanueva: [00:03:31] Sure. So, I have over 30 years in federal law enforcement and corporate security consulting domestically and internationally as well. I’ve had an excellent and very enjoyable career in both. In all those years, one of my main focuses was workplace violence in my work in federal law enforcement and also for the past 10 years in corporate security. And, it has very interesting work and that along with many other areas that I have been involved with, you know, physical security investigations.

Oscar Villanueva: [00:04:08] And now, as I get more and more into corporate security consulting, I really appreciate the opportunity to help individuals and organizations navigate the difficulties of security overall and risk issues that come up and, now, especially as the topic of this podcast episode is workplace violence. It’s a very difficult topic to discuss because there are obviously some unsavory situations that happen out there almost every day. And I think anything that can come of this conversation and the work that I do and have been doing is welcome just helping people in organizations get passed through this type of very difficult situations that happens with workplace violence.

Jamie Gassmann: [00:04:57] Yeah. Absolutely. So, looking at the events of January 30th, 2006, I know you shared with me that you were part of that investigation. Talk me through, you know, those incidents and how it occurred and then also some of the things that you’re able to share in the aftermath.

Oscar Villanueva: [00:05:18] Well, that was a very difficult time in a number of ways. At the time, I was working in Los Angeles as the head of the Los Angeles Division of the U.S. Postal Inspection Service. And, of course, we were notified that evening that there had been a shooting at the Santa Barbara Processing and Distribution Center, which is located actually in Goleta, which is a city just north of Santa Barbara, a sort of suburb of Santa Barbara, north of the Santa Barbara City.

Oscar Villanueva: [00:05:51] And what had occurred that we didn’t know at the time but once we responded found out that this woman, a former employee at this facility, had been to the facility, had gained access into the parking area, and then into the facility and had shot six employees and then committed suicide right there in the middle of the workroom floor. And before going to the postal facility, she actually went and visited a former employee, a former neighbor that appears to have had some kind of disagreement with her over the years, and shot and killed that person first. And then, she went on to the facility and committed the horrific shooting where six employees lost their lives. This was a facility that had been evaluated for security. It had good security measures. But like anything else the possibility of someone who is focused on causing harm to somebody being able to perpetrate happens and sometimes it cannot be stopped.

Oscar Villanueva: [00:07:11] It was a horrific scene the day that this happened and those affected by the tragedy were very difficult to observe because, you know, if you can imagine, you have employees – this happen at the end of a shift. It happened around 7 to 9 p.m. in the evening at night and it was the end of a shift. And as people were thinking of leaving and going home and others coming into work, that’s when this happened. And we believe that she knew the shifts at this facility and use that information to get there at the right time.

Oscar Villanueva: [00:07:51] So, it was a horrific day, a terrible day. But as anything else, you know, this too shall pass, as they say. And there was an investigation. There was a lot of support for employees and family members. And, you know, if there is anything to be learned out of it, I hope that some of that comes out today in our conversation.

Jamie Gassmann: [00:08:15] Yeah. Absolutely. And so, one of the first questions I have for you is, you know, as a leader, leading that investigation, what was the first thing that went through your mind when you heard the news and then obviously had to respond. What was the first thing that went through your mind?

Oscar Villanueva: [00:08:37] Well, I think the first thing that went through my mind is how are we going to respond to this and mitigate it. These are very large events. They usually require the support of multiple law enforcement agencies. In this case, the first ones to get there was the Santa Barbara County Sheriffs, who did a tremendous job, and they were excellent at doing their work. We also had the California Highway Patrol come out because when you have fatalities, there’s specific expertise that you need to process a crime scene. And of course, we were there. The Postal Inspection Service was there in significant numbers as well to help with the investigation.

Jamie Gassmann: [00:09:21] So, just the victims of the families – the victims and their families actually were my first concern, aside from how to respond and how to do an excellent job on this, which is not easy, always easy. When you have family members who went to work at the regular time and they don’t make it back home, that’s a really, really difficult situation. So, you know, as you can imagine after this, individuals that were the victims did not show up, did not get home. Their family members started coming to the facility to find out what happened. So, seeing that anxiety and that, you know, desire to figure out what happened to their family members, whether they – maybe they had gone somewhere else and didn’t make it home or maybe they were victims of the shooting, was difficult to see.

Oscar Villanueva: [00:10:14] And so, my concern was really for the victims and their families and my desire to really support them and others affected by the tragic tragedy. There were maybe a thousand employees working at that time. And all of those individuals were affected by this as well. And again, they just came to work that day not knowing that something tragic was going to happen later. And seeing the devastation is really heartbreaking. And it really has been a catalyst for me to work on preventing and mitigating this type of incidents from occurring in the future.

Oscar Villanueva: [00:10:48] So I know that, you know, when I work with clients that are having difficulties with workplace violence or conducting a threat assessment, there’s something inside of me that wishes I can really prevent anything from happening because I know what it looks like when something terrible does occur. And I hope that in any way, if in any way, it can be prevented that it can be done so that they don’t have to go through this situation.

Jamie Gassmann: [00:11:14] Yeah. Because there’s definitely this ripple effect, right, when that incident happens. It’s not just those that are on that facility, it’s the family, it’s the community, it’s others in the organization that are, you know, maybe not at that particular location, but worked with somebody that was. So, there’s definitely this kind of spread kind of effect that occurs.

Jamie Gassmann: [00:11:34] So, in looking at, like, the aftermath of that situation, I know the family was probably one of the hardest things to navigate with that. But what are some of the other things that are particularly hard to navigate when a situation like that occurs?

Oscar Villanueva: [00:11:50] Well, as you mentioned, I think the victims’ families were the toughest, absolute toughest situation to handle, again, because they’re asking questions that you don’t have an answer for at the moment and they show up in great numbers. And, I think this is something that’s very interesting about this incident. There are so many factors that are going to play in responding to one of these things, and most companies and most organizations really have not thought of. For example, the families showing up, how do you handle them? In this particular case, the way it was done is a church two or three blocks away was asked if we could use their church. And so, whenever family members showed up at the site, they were routed to the church where they could wait until we were able to come over and give them an update.

Oscar Villanueva: [00:12:41] The other part that was really difficult to handle, and again this is something that a lot of organizations and individuals haven’t thought about, a lot of leaders haven’t thought about it, is the media. There were at least 25 media outlets that showed up. And they were all kinds from national networks to local TV stations, newspaper, radio. They were all there. And just managing that was difficult. How do you keep them away from the crime scene? How do you give them enough information for them to be satisfied? Because you know what happens with the media sometimes. If you don’t give them information, they’re going to go look for it somewhere else. And oftentimes that information is not going to be accurate. So, managing through the media part of this was also somewhat difficult.

Oscar Villanueva: [00:13:36] I would say that working with other law enforcement agencies was relatively straightforward in that this, unfortunately, you know, acts of criminal activity happen frequently and there’s always agencies working with each other so that worked okay. But I would say the victim families, dealing with the victims, not only the ones that were deceased but other employees at the site with postal management and also with the media, those three were probably the hardest areas to navigate right after this.

Jamie Gassmann: [00:14:08] Yeah. I guess, you know, controlling the scene but controlling the messaging too, the communications going out, it’s going to be very challenging. In looking at your staff and the work environments, because obviously if I’m understanding kind of the investigation role, you weren’t working inside this facility. You were in a different office somewhere else nearby. Correct? When that incident occurred?

Oscar Villanueva: [00:14:36] Well, the Los Angeles Division of the Postal Inspection Service has multiple offices all throughout L.A. County, down in Orange County, all the way down to San Diego. And so, if you can imagine when the call went out that this had occurred, inspectors, that’s what the agents are calling the inspection service, inspectors responded from all these different locations, and they all converged at the Goleta Processing and Distribution Center. And so, you know, everybody’s there. Everybody wants to help. Sometimes there is something to do. Sometimes there is not much to do until later. So, navigating through that was not easy. And the fact that it happened at 9 o’clock at night, around 9 o’clock at night, and most of us arrived an hour or two later because we were large distances away from there. Again, the Santa Barbara County Sheriffs are the ones that responded first, and they were the ones, they had the SWAT team inside looking for the shooter because at that time they didn’t know that the person had committed suicide. The shooter had committed suicide.

Oscar Villanueva: [00:15:45] So, I think the impact on my staff was psychological, for sure. You know, all of us as postal inspectors were federal law enforcement agents but we’re also postal employees, and many of us started in the Postal Service either working at a processing plant like this one or working in another area of the Postal Service. Sometimes you come into the Postal Inspection Service directly from another law enforcement agency, but many of these individuals that were responding were former operations workers at the Postal Service and now there were agents. And so, you can easily place yourself in the situation that these other employees were in at the plant.

Oscar Villanueva: [00:16:32] And then on top of that, of course, they have families that are wondering what’s happening because this is all over the news, and you have your coworkers. You know, we all know people in the Postal Service that work in other capacities, you know, executives, employees, carriers, clerks. And so, you start thinking about all these different people. So, it really – you know, even though it happened in one location, it really affects a broad range of employees and facilities within the Postal Service because, you know, it’s like one big family. And if it happened there, it could happen anywhere.

Oscar Villanueva: [00:17:05] So, I would say the impact on the employees that they were working with me was largely psychological. And I think it was just a difficult day. And the week after that was also hard because now you’re trying to figure out what happened here. And so, you have to really dig deep into the cause and why did this happen to begin with, which was not easy to determine in this case.

Jamie Gassmann: [00:17:34] Yeah. Absolutely. And, I mean, in your opinion looking at, because we talk a lot about, you know, you’re looking at workplace violence, there’s that prevention side of it and trying to prevent it from happening in that work environment. But in the event that it does, how do you mitigate that impact afterwards? And there’s so many different things that are impacted, you know, the family members, the other employees there, the culture within the work environment itself, you know. And so, it’s like how do you mitigate all of that?

Jamie Gassmann: [00:18:04] From your kind of experience and working in this field and maybe from this particular situation itself, what do you typically see in your opinion for how long it takes for an organization to recover and return to kind of a new normal? Because obviously there’s not going to be like what it was before the incident, but what typically is that time frame? I’m sure it varies. But what do you typically see for that kind of turnaround in terms of recovery?

Oscar Villanueva: [00:18:35] Well, I think that – I don’t think you ever fully recover from this, to be honest with you, because you’re seeing in the case of the postal facility, you’re seeing your coworkers shot dead, which is not a pleasant thing to see, and it’s difficult to recover from that. The Postal Service, I think, did an excellent job at dealing with the aftermath. There were EAP resources on site. There were a lot of mental health resources and other resources that were provided to all employees, and they were there for a long time, just allowing people to heal and to figure things out on their own and just being available whenever they were ready to talk about it.

Oscar Villanueva: [00:19:25] And it took a while. I can tell you that at the one-year mark after this occurred, there was a dedication on site that I was able to attend where they planted some trees in the memory of those that lost their lives. And so, I think they did an excellent job at sort of keeping it real, as they say these days, you know, making sure that people understood that they were valued and that there was care that they can seek and assistance they can get. On the side of our response team, when I think about the employees that I work with responding to this, all the agents and people that were involved in that, is the same. I don’t think it ever really goes away. There’s always something a little memory that’s in there that gets triggered whenever you see another shooting occur. And unfortunately, here in the U.S., we seem to have quite a few of those happening.

Oscar Villanueva: [00:20:27] And so, how long does it think is hard to tell. I think it really depends on the work that the leaders at the organization do to make people feel valued and supported because it takes time and it is very traumatic. So, I think the more work you do immediately right after the event, the better the outcome is in the long run. And, I think mental health is really the key to getting back to work and getting back to normal, which is really what everybody is looking for. You know, they don’t want to keep reliving this over and over again. They want to get past it. And that’s what I saw in this situation.

Jamie Gassmann: [00:21:07] Yeah. And we’re going to, later in the show, we’re going to talk a little bit about what leaders can do from a preventative and a recovery standpoint. But just a quick question in terms of the work you’ve done. Obviously, I know there was probably a lot of learning that you acquired from that day. But in kind of your career and just looking out over the work that you’ve done, what are some of the key learnings that you yourself have had that have helped you to be able to give sound advice to other workplaces?

Oscar Villanueva: [00:21:38] Well, I think at the end of the day, when you have a – as a leader, when you have a situation like this or anything else that’s traumatic for a team or a workplace, you really need to take care of your team, especially their mental health. And it’s really important that you take care of your own mental health. Because as a leader, if you – you know, that you’re only as good as the team around you and the team around need somebody to point them in the right direction so they can go and do what they do best. And, I think the ability to remain in the moment, to understand what your role is, to be able to work through difficulty is really important.

Oscar Villanueva: [00:22:30] So, mental health support for your team, for yourself, especially after something like this has occurred, really goes a long way, understanding your feelings, understanding what sort of responses you’re going to experience, and just, you know, making sure that people understand that you appreciate their support, you appreciate their work, and keeping that team mentality, the team atmosphere is really, really important in order for you to be able to perform and do well in the future.

Oscar Villanueva: [00:23:02] But, you know, this is – there are many types of activities that teams engage in. This happens to be one that can be difficult from a psychological perspective because you’re seeing people harmed, you’re seeing lives destroyed, you’re seeing a lot of different things that the average individual doesn’t have to deal with. I mean, you see it in the news, but you’re not directly involved in it. So, I would say mental health, the availability of mental health support before and after and just ongoing is really, really important.

Jamie Gassmann: [00:23:37] Yeah. Great. So, we’re going to talk a little bit more about some of the ways that leaders can protect their work environments and help their teams. We’re going to take a moment and hear from our sponsor. Workplace MVP is sponsored by R3 Continuum. R3 Continuum is a global leader in providing expert, reliable, responsive, and tailored behavioral health disruption and violence solutions to promote workplace well-being and performance in the face of an ever-changing and often unpredictable world. Learn more about how R3 Continuum can tailor a solution for your organization’s unique challenges by visiting r3c.com today.

Jamie Gassmann: [00:24:21] So, continuing to move into this, so we shared, you know, this particular active shooter situation and the events, how they unfolded, and the investigation. But that’s not the only type of workplace violence or criminal attack or risk that organizations face. Can you talk to me a little bit about what are some of the other types of security and risk issues that are common in work environments that sometimes employers aren’t really aware of? And, you know, because I know I’ve talked to a number of workplaces myself, and a lot of times they go to the active shooter scenario. But there are so many more ways that employers can be impacted. Can you talk through those for us?

Oscar Villanueva: [00:25:09] Yes. So, you know, active shooter situation and workplace violence is one that most companies face at one time or another. I have heard from a colleague one day that there’s only two kinds of companies, one that has had a workplace violence issue and one that will have a workplace violence issue. So, that’s kind of a given that at some point there will be some problem. And, most workplace violence is not an active shooter situation. Sometimes it’s a threat. Sometimes it’s a fight on the working floor. Sometimes it’s bullying. Sometimes it’s sexual harassment. So, it takes a lot of different – it manifests itself in a lot of different ways.

Oscar Villanueva: [00:25:49] And other types of threats or concerns that organizations and companies face and risk is to their physical security. For example, theft of property, theft of intellectual property rights. Sometimes you have issues with insider threats. For example, an employee that’s stealing or employee misconduct. You may also have issues with emergency preparedness situations where you have a natural disaster or a manmade disaster that you need to deal with and recover from. And then, the business continuity of the company or the facility or the organization after that. So, there is a number of different areas that can be a problem from a security and risk perspective for a company.

Oscar Villanueva: [00:26:47] And I think this is a good spot to mention that, you know, the average company is not in the business of security or risk mitigation. You know, the average company is either manufacturing something or selling a service or providing support or doing something, along those lines. And their main line of business is not security or risk mitigation, and sometimes companies tend to forget that, you know, your business is only going to operate properly if places are secure and you have a plan in place to deal with security and risk issues.

Oscar Villanueva: [00:27:25] And that’s what I do a lot of my work in, you know, just providing that advice and that consulting consultancy to help organizations get to that point. But there’s a variety of types and kinds of risks and potential security attacks that occur. And sometimes because they don’t happen often, companies and organizations tend to be complacent about it and don’t really put a lot of attention into it. But there’s a number of things to be concerned about and be prepared for.

Jamie Gassmann: [00:27:58] Yeah. I mean, looking at employers, you know, I think you and I have had a conversation before in the past where, you know, we discussed that how having, just even the – having a workplace violence plan in place and a program that you’re following and then being proactive and communicating that at the onboarding of employees can in and of itself be a preventative measure because the employees know what’s being tolerated or not tolerated. So, you know, with that example in mind that, you know, you and I have kind of talked about whatever, how can an employer, what can they do to help lessen the chances that there’s going to be a violent incident in their work environment?

Oscar Villanueva: [00:28:43] Well, I think, you know, if you think about overall risk and overall security concerns and threats, I think there are a few things that every company and facility should consider having, every company and organization. And these are very straightforward. They can be put together relatively quickly, and they often take into account the companies or the organization’s culture, which is really important when you put some of these things together that I’m going to talk about.

Oscar Villanueva: [00:29:11] But I would suggest that every facility should have a facility security plan. And by that, I mean some kind of document. You can have it online. You can have it written as a paper document. But something that says, if this happens this is what you do and this is your contact and here’s where the nearest hospital is and here’s a police department contact that you should get a hold of. And if anything happens in this facility, these are the leaders in the organization that you need to contact and notify. A facility security plan is important for every facility and is relatively straightforward to put together.

Oscar Villanueva: [00:29:51] The other thing that employers can do to sort of mitigate risk and security issues is to create a workplace violence program that deals with how the company is going to handle reports of workplace violence. And again, they fall in all kinds of different categories from threats, assaults, sexual harassment, all the way down to an active shooter situation. But putting together a workplace violence program is important, and in this program what you want to include is who has a responsibility for what. How is management going to handle reports of workplace violence? How will it work to mitigate bullying and other behavior, harassment, and sexual harassment that occurs in the workplace? And we know that it does occur almost everywhere. Just put together a program along with a plan and a policy that says this is how this company will handle workplace violence situations and here’s our policy where we don’t tolerate it, and this is what will happen if we find it at work. So that would be the second recommendation that I would have.

Oscar Villanueva: [00:31:03] The third recommendation is to put together and to have in place an executive emergency preparedness and business continuity plan. So if you happen to have a tornado happen someplace or a hurricane come or if you have an earthquake or if you have a fire or any kind of natural or manmade disaster that comes your way, how are you going to deal with that and how are you going to ensure that your organization and your company is going to get back to work as soon as possible in order to continue your business? And that can be accomplished ahead of time if you put together an emergency preparedness plan and a business continuity plan. Again, this can be done. It’s not – many companies have this, but many others don’t. And it can really help mitigate and prepare for the situation where you have an emergency preparedness or an emergency situation, a crisis situation that occurs.

Oscar Villanueva: [00:32:03] Then, I would suggest that along with these documents, the fourth recommendation would be to have an overall security plan which basically talks about the organization as a whole, not just the facility but the entire organization, and it would include policies, procedures, internal resources, external resources, who do contact, how to handle security issues when they do show up.

Oscar Villanueva: [00:32:30] And then, the final point that I want to share here, and this is just as important as all the others, is training, training and security awareness and training and situational awareness by socializing employees to the possibility that you may have a criminal attack or a workplace violence issue. You’re already halfway there when it comes to preventing and mitigating issues from occurring and being able to handle them when they do happen.

Oscar Villanueva: [00:33:03] And, situational awareness specifically is really important because it helps you be aware of your surroundings and is helpful in your work environment as well as in your personal life. You know, taking your kids to the movies or going shopping, you know something can happen there. You know, usually things are safe and nothing occurs. But if something was to happen, thinking ahead and being aware of what’s going on around you and how you will respond to that is really, really important. So, those would be my recommendations of what employers can do.

Jamie Gassmann: [00:33:35] Yeah. Those are some great recommendations and they sound pretty straightforward in terms of like kind of this checklist of things to do and knowing that, you know, violence can happen anywhere and it can happen to any size organization. From what you’ve seen, why do some organizational leaders not make this a top priority in securing their workplaces?

Oscar Villanueva: [00:34:00] Well, I think there’s a couple of reasons. One is that most organizations are not, again, they’re not in the security and risk management business. They’re into tech or manufacturing or whatever other business they’re in. And so, this becomes – this is almost like an afterthought. It’s not something that’s top of mind. And, I think it’s important. So, that’s one of the reasons.

Oscar Villanueva: [00:34:26] The other reason is that it does cost some money to put these plans together and to prepare. And oftentimes organizations don’t see it as an expense that needs to happen at that moment in time. But there are many organizations that have this reasoning, and what ends up happening is they’re penny-wise and pound-foolish or dollar-foolish in that, you know, when they have the opportunity to do these prevention efforts at a certain cost, they don’t do it. But when they do have an incident, there’s no limit as to how much money they will spend on attorneys and consultants and advisers and the rest. So, I would argue that if you don’t have these things in place, these prevention methods in place, you will end up paying a lot more in the future because of that lack of preparedness.

Jamie Gassmann: [00:35:22] Yeah. I can’t recall the dollar amount, but I think I read somewhere that it’s like a hundred times more after the fact than what you would have paid if you had just done that, you know, a plan upfront. It’s going to save you a lot in the long run because, especially in a litigation situation, you can show you had, you know, due diligence in protecting that work environment. And I’ve seen in some cases where the judges, you know, identify that the employer had done everything they could to prevent that it was completely out of their control is that something that you’ve also seen in the aftermath of some of these incidents.

Oscar Villanueva: [00:36:01] Yes. I think there is significant liability when it comes to some of these issues. Because there is the OSHA Act, I think it was of 1970, dictates that every workplace, every organization, every facility has the responsibility of maintaining a workplace free of hazards. That’s the language that OSHA uses in their language. And what that basically means is that you have the responsibility as an employer to keep a place that is safe for a work environment. If you have a workplace violence issue that you’re not addressing, if you have a bullying situation that you’re not addressing, if you don’t have proper physical security measures to keep intruders from coming in, all of those are instances that someone can gravitate towards and file a lawsuit because you did not do your duty as an employer to keep the place safe and secure. So, I would argue that one of the great motivators, if employers start thinking about this, is the fact that there is liability involved in a lot of these situations and that can be mitigated by putting in place programs and policies and practices that address these concerns. Again, it’s cheaper in the long run to do that than to wait for something to happen and then face liability lawsuits and loss of life, God forbid.

Jamie Gassmann: [00:37:37] Absolutely. So, looking out over the last two years, there’s been a great number of employees that have moved to a remote work environment where they were originally inside an office setting. You also have some employees who have been in roles where they work with the public, so they haven’t been able to have that ability from a remote environment but they’re dealing with more increased frustration and stress from general public. And you have employees now, employers, that I’ve started to see that are starting to, you know, where they were allowing this remote work or hybrid setting are now looking at it and going, “No. We really need you back in the office.”

Jamie Gassmann: [00:38:18] So, all of these shifts and changes and challenges that we’ve been experiencing, you know, navigating the pandemic has created a lot of, like, kind of I mentioned that frustration and stress, and you’re seeing more situations occurring on, like, planes. I know there’s a lot of plane stories with the mask mandates and you’ve seen a lot of, you know, incidents occurring in stores and restaurants. You know, so it feels like violence is more on the rise than what it maybe was prior to the pandemic. And so, I’d like to get your thoughts on that but then also from an employer’s perspective because I imagine that a lot of them have not been thinking about this over the last year that that protecting their people in their organization, particularly with this return to the office, I think a lot of it’s going to be focused around like that health aspect, you know, and how do I keep them safe from catching the pandemic or the COVID. What is some of your perspective on what employers should be thinking about if they are looking at bringing their employees back into the office or if they are still working in a frontline kind of role, what are some of the things that you would be recommending that these employers start thinking about if they haven’t already?

Oscar Villanueva: [00:39:35] Well, I think that there’s a couple of factors that come into play here. One is the people who have been working remotely seem to like it. And so, there is likely to be a backlash when somebody is told you’ve got to come back to the office and you have to get back on your car and you have to commute again and you have to pay for lunch and you’ve got to do all these things that we all have done working in an office someplace. So, there could be some resentment there once they’ve tasted working from home. And I would argue that productivity has not really suffered from what I can tell, at least from my experience, from working from home as opposed to working from a facility. I would expect that there would be some resentment from having to come back to work.

Oscar Villanueva: [00:40:26] The other area that appears to be a concern, and I would expect this to continue to be a concern, is the polarization of our beliefs when it comes to vaccine, no vaccine; mask, no mask; all of these really divided thoughts that we have when it comes to a lot of these different things. So, I would say that the main concern I would have, aside from the health issues and making sure that everyone is safe from that perspective, is the potential for workplace violence because you will see friction occur when people come back to work. You see it on planes, you know. You see people flying on planes that don’t want to wear a mask and they’re willing to foolishly put themselves in jail just to prove a point that they don’t want to wear a mask, something that’s so very simple. Even if you don’t 100 % agree with it is a requirement.

Oscar Villanueva: [00:41:29] So, I would expect that when people come back to work, they’re going to experience friction. There’s going to be anxiety and there’s likely to be resentment from having to come back to commuting and to working in a place when they were doing well working from home. Those are for the ones that are working at home. And of course, you know, when you have frustration and you’re coming back to work, that frustration is going to manifest itself in different ways. If you go to a restaurant and you’re not treated exactly the way you want to be treated but you’re already in a bad mood, so that may cause you to lash out at somebody.

Oscar Villanueva: [00:42:05] So, I would say my advice would be to employers to pay attention to that friction that’s likely to occur to consider the possibility that these people are not going to be 100% happy about having to come back to work, that there’s going to be some friction and to consider putting together or at least thinking about a workplace violence prevention program in order to mitigate the possibility of that occurring.

Jamie Gassmann: [00:42:36] Yeah. Great. And looking out over just in general this topic and what employers maybe some that have been kind of on the fence of adding a workplace violence program or, you know, maybe just haven’t thought about it, you know, what would be something that you would want to leave with them as kind of a takeaway or an action item that they need to do at least a minimum, where they can start kind of mitigating that workplace violence or workplace violence situation in their office?

Oscar Villanueva: [00:43:12] Yeah. So, it’s pretty straightforward, you know. There should be – to put together a workplace violence program I would recommend would be the top thing that employers should do in this situation. And, it is fairly straightforward. It takes a little bit of research within the company, the culture, the type of issues that they’ve encountered in the past, the potential problems that they will encounter going forward.

Oscar Villanueva: [00:43:36] And so, I would suggest, you know, this potentially could be done internally if you have the expertise. But I would say that more than anything, it’s important to bring somebody in that has that type of experience and expertise to help put something together. But I would say workplace violence again remains an important part of what the employers should be thinking about doing as people come back to work and just overall in this current situation that we have with the pandemic.

Jamie Gassmann: [00:44:07] Yeah. Are there any solutions that you would recommend for where they might be able to seek out expert support for that if they don’t have that expertise in-house? Are there places that they could go to get that expertise?

Oscar Villanueva: [00:44:23] Well, I think that there’s a number of professionals that do this kind of work, me being one of them through R3 Continuum. But, you know, it’s really important to find somebody. I think it’s important to make sure that they have the past experience in doing this type of work and they have a track record of success. I also believe that when it comes to workplace violence, for example, it’s important to combine security and behavioral health because that’s what’s going to give you the best result. There’s always a little bit of both components or a lot of both components in every single situation that I’ve ever encountered. But I think it’s important to find a professional that has done this before, knows what they’re talking about, and can really help to put something together that’s going to be meaningful and helpful.

Jamie Gassmann: [00:45:16] Great. It’s been really a great conversation and very insightful in hearing from you, from your experience. So, if our listeners wanted to get a hold of you and ask more questions or find out how they could vet a vendor, how can they get a hold of you to do that?

Oscar Villanueva: [00:45:33] Well, I would say the best way to get a hold of me is to contact me at oscar, O-S-C-A-R, .villanueva, V-I, V as in victory, I-L-L-A-N-U-E-V-A, @r3continuum or r3c.com. Let me do that again, oscar, O-S-C-A-R, .villanueva, V-I-L-L-A-N-U-A, @r3c.com. That would be the simplest. It’s just a quick email, and I’m happy to talk to anybody who’s interested in discussing this a little bit more.

Jamie Gassmann: [00:46:09] Wonderful. Well, thank you so much, Oscar, for being on our show and letting us celebrate you and the great work that you’ve done in your career. It was very insightful and I really appreciate you sharing. I’m sure that was a very difficult story to walk us through, but really appreciate you sharing your experiences with us and our listeners, and we really, truly appreciate you as a guest.

Oscar Villanueva: [00:46:30] Thank you, Jamie. It’s been a pleasure talking with you and I hope we can do this again sometime.

Jamie Gassmann: [00:46:34] Absolutely. We also want to thank our show sponsor, R3 Continuum, for supporting the Workplace MVP podcast, and to our listeners, thank you for tuning in. If you’ve not already done so, make sure to subscribe so you get our most recent episodes and other resources. You can also follow our show on LinkedIn, Facebook, and Twitter, @WorkplaceMVP. If you are a workplace MVP or know someone who is, we want to hear from you. Email us at info@workplace-mvp.com. Thank you all for joining us and have a great rest of your day.

 

 

Tagged With: Jamie Gassmann, Oscar Villanueva, preventing workplace violence, R3 Continuum, Workplace MVP

Angela Paules With Buzz Franchise Brands

February 10, 2022 by Jacob Lapera

AngelaPaules
Austin Business Radio
Angela Paules With Buzz Franchise Brands
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Brought To You By SeoSamba . . . Comprehensive, High Performing Marketing Solutions For Mature And Emerging Franchise Brands . . . To Supercharge Your Franchise Marketing, Go To seosamba.com.

AngelaPaulesAngela Paules joined Buzz Franchise Brands in July 2012 and currently serves as Chief Marketing Officer for the company. Prior to her entry into the franchise industry, Angela worked as Marketing Manager for The University of Texas at Austin’s top-ranked McCombs School of Business.

Before joining the McCombs School she worked in media planning for Austin-based advertising agency GSD&M, managing high-profile clients such as BMW and Walmart. Angela also co-founded and ran a successful coffee shop business in Austin, Texas. Angela earned her undergraduate degree from The University of Texas at Austin and received her Certified Franchise Executive (CFE) designation in 2016.

This transcript is machine transcribed by Sonix

TRANSCRIPT

Intro: [00:00:07] Welcome to Franchise Marketing Radio, brought to you by SeoSamba Comprehensive, high performing marketing solutions for mature and emerging franchise brands to supercharge your franchise marketing. Go to seosamba.com that’s seosamba.com.

Lee Kantor: [00:00:31] Lee Kantor here, another episode of Franchise Marketing Radio, and this is going to be a fun one today on the show, we have Angela Pauls with buzz franchise brands. Welcome, Angela.

Angela Paules: [00:00:41] Thank you. Good to be here.

Lee Kantor: [00:00:43] Well, I’m excited to learn what you’re up to. Tell us a little bit about buzz. How are you serving folks?

Angela Paules: [00:00:48] So bus franchise brands were a multi brand franchising company, and our current brand portfolio includes Pool Scouts, which is a residential school cleaning franchise. Home Claim Heroes, which is residential house cleaning, and British Swim School, which is water safety and swim instruction for kids and adults of all ages.

Lee Kantor: [00:01:10] Now what was the kind of how did the the company get started? Did it start in one brand and then evolved into these others? Or was it built to be a conglomerate all along?

Angela Paules: [00:01:21] Yeah, it actually it did start as one brand. In fact, our our founding brand was Mosquito Joe, and it’s that started in 2012 when our CEO, Kevin Wilson, purchased a local mosquito control business that was operating in the Hampton Roads, Virginia, area and called Mosquito Joe, and was working with the founders to expand the business through franchising. And so he recruited the our initial corporate team of about five people, myself included. And we were really tasked with taking that local business that had two trucks operating and a few hundred customers and turned it into what became one of the fastest growing franchises, especially in the home services space. We grew that business to over three hundred and fifty locations and eventually sold it in 2018 to neighborly. So along the way, in about 2015, we sort of transitioned into a multi brand strategy and that was really kind of the birth of the parent company of bus franchise brands and and really we we saw what we were doing with Mosquito Joe, and we just felt like we could serve in other ways. We had a really strong team, some really strong systems in place. And so in 2016, we launched pool scouts and both with the local operation that we operated and franchising effort simultaneously. And then just about a year later, we launched a local operation for home clean heroes and began franchising that business in Twenty Eighteen, which was the same year as I mentioned that we sold Mosquito Joe. And then in 2019, we acquired British Swim School. So that’s how we got to three brands currently, and our intent is to continue to build additional brands over the years to come. We sort of put everything on pause as far as larger brand portfolio growth during COVID so that we could really focus on our existing franchises and everything that they were going through and the additional support that they needed during that time. But now that everybody’s back up and operating and things are turning more normal than they have been in the last few years, we’re ready to continue to build on that as well.

Lee Kantor: [00:03:57] And the name buzz is an homage to the beginnings at mosquito growth.

Angela Paules: [00:04:03] It’s a bit of a it’s a bit of both. It’s kind of a nice tie to that. But we also are. Our tagline is that we build build companies that get people talking. And so just kind of being the the buzz, we’re very people oriented businesses. All of our brands are service focused businesses. And so it’s really that building the buzz in the communities through the services that we’re providing

Lee Kantor: [00:04:26] Now, I’m seeing more and more kind of clusters of brands around a certain type of customer. Is that kind of your strategy and that this in this home services space, a customer to one of your brands might be a customer to, you know, all of your brands?

Angela Paules: [00:04:45] Potentially. Yeah, we definitely started in the home services space, mosquito pool scouts and home clean heroes. All very much home service focused British Swim School was a bit of a divergence from that, but in that it’s not a home service, but it is still bringing our services to people in. The consumer doesn’t look that different from those in our other brands, so we certainly look for opportunities to have customers who would fit multiple of our brands, but we also don’t try to force that relationship. We in markets where we have multiple operating brands, we certainly provide all the support and materials to make sure that people are aware that we have sister brands. And and there may be some promotional opportunities around that, but we don’t want to lose the core consumer for each of our individual brands or that core message either. So it’s I think there’s a bit of a balance there between maintaining that authenticity and being able to encourage people that if you’re happy working with us in this capacity with this brand and we’re cleaning your house and you also have a pool, we can help you there as well.

Lee Kantor: [00:05:58] Now does that help in the acquisition of franchisees to to give them a path to create multiple revenue streams with kind of that economies of scale of the customer acquisition?

Angela Paules: [00:06:10] Yeah, it is certainly something that’s out there, we don’t have we only have a couple franchisees at this point that are operating more than one brand. And it’s it’s again one of those things where we want to see a franchisee typically come in with focused on one brand and really get them successful in that space first and then look at, OK, what are ways that we can continue to build on your business? Is it opening additional territories of that particular brand and growing that way? Or is it adding a complementary brand in your area and growing that way? There’s a few different options there, so we’ll work with franchisees to figure out what’s the best fit for them

Lee Kantor: [00:06:49] Now as part of your secret sauce, the ability to identify and acquire franchisees is that what makes you special? It buzzes that part of what differentiates you or is your ability to kind of create these brands that the consumer gravitates towards.

Angela Paules: [00:07:11] Yeah, I think, you know, I’m a marketing person, so I’m pretty biased in that regard, but I would say that I think our marketing is something that differentiates us. We put a lot of emphasis into the brands that we build from the start. We do a lot of research, consumer research and get to get our brand set up strong for success from the start. And then we’ve built essentially an in-house agency of support. And so we have a digital team, we have a creative team that that’s capabilities go from everything designed to video and photography. We’ve got a direct mail marketing team and then we’ve got brand dedicated marketing teams that really help our franchisees focus on local marketing efforts like building partnerships and getting out there in their communities. And so even when we have a new emerging brand that may only have five core people on the team, they’re leveraging all these shared services marketing resources to give them an additional maybe 10 people who are also supporting that brand. So it is it’s a lot of being able to have some good in-house expertize across the different functions of marketing that I think really supports us and our franchisees being successful when it comes to customer recruitment and even just building the relationships with consumers beyond the initial acquisition as well.

Lee Kantor: [00:08:41] Now, any advice for an emerging franchise that’s out there, that is maybe at the beginning stages, you have a lot of track record and probably scar tissue of launching a new brand. Is there some kind of dos and don’ts you’ve learned over the years that help a emerging franchise? You know, maybe get that escape velocity they need to really, you know, have that explosive growth that you’ve experienced?

Angela Paules: [00:09:05] There’s a few things that come to mind. I mean, I think part of it is really hiring the right people. And and I think that goes functionally speaking, but also culturally speaking, you want to build a team of people who really believes in what they’re doing and who really cares about your company’s mission. Our mission at BFD is to enable people to realize their dreams, and that goes through largely through our franchisees having the business ownership opportunity. But it’s really important that all of our corporate team who are supporting our franchisees believes in that mission as well, and that they really care and see their own personal contribution through their role to supporting the franchisees. So that’s one thing I would say is, you know, hire slow, I guess, as they say, make good, make good decisions there. And then I think just be very aware of your situation and know that things may change and evolve as your your brand grows. So when we started out with Mosquito Joe and there were five of us. I wasn’t running an in-house agency at that point. I was outsourcing a lot of what we were doing from a marketing perspective because I was the only marketing resources resource. However, as our brand was growing and we were able to add more in-house support, we were able to over time sort of transition and bring more services in-house and kind of pick and choose what was outsourced first versus handled in-house.

Angela Paules: [00:10:45] So I think sometimes it can be tempting as an emerging brand to go out and ask everybody else what they’re doing, who’s really successful and then mirror that to a T. And sometimes that’s just not realistic, depending on where you are in that stage of growth for your brand. So I think being very aware of that and then the last thing I would say is staying very focused on your customer, knowing who that person is, communicating with them, regularly, sending them surveys after every service that you’re doing so that you know where where operations are going, well, where there’s opportunities for improvement, what you could do better to help retain them for a longer period of time or get them to maybe increase their spend and what they’re doing with you. But you don’t want to make assumptions on that sort of thing. And that can also change over time. So it shouldn’t be a one time communication, but making sure that you’re very focused on that. So whether you’re doing surveys or focus groups or or a variety of things, make sure that you you’re always staying in touch with who that customer is. And in prioritizing that as you think about the decisions that you make growing your brand.

Lee Kantor: [00:12:08] Now, from a tactical standpoint in marketing. As there are certain things that you see that emerging brands aren’t kind of leveraging to the degree that you would recommend, like are they leaning too heavily, maybe on digital marketing and they should be focusing on maybe more partnerships among, you know, human to human relationships and leverage those kind of things? Is there something that you see out there that you wish people would do more of?

Angela Paules: [00:12:36] Yeah, that’s a great question, and I do think there is a tendency. Everything really has gone digital in a lot of ways, and so that does tend to be our first place to go from a marketing perspective, and I see everybody throwing all their eggs in that digital basket. But the reality is there’s there’s still not a silver bullet when it comes to marketing, and the old adage of the rule of seven still applies where consumers, it’s going to take seeing your message several different times and in several different places before they’re going to take action. And I would say that that the current version of that is probably more like the rule of twenty five or something with the amount of media impressions that we’re exposed to on a daily basis. So you don’t want to count on the only place that you’re finding consumers to be online, you want people to certainly see messages online, and that’s a great place to communicate with people because we’re spending so much time there. But also, as you’re being active in the community, people still want to do business with people.

Angela Paules: [00:13:44] That has not changed. And so if you’ve got opportunities to have a face to face conversation with someone who could be a potential customer, you’re building a much stronger and more personal relationship from the start. And that’s going to be the kind of customer who feels like they know your brand and have a different level of loyalty to your brand. That’s going to be the one that’s telling their friends and referring other people to you. And and by nature, those referred customers are also going to be tend to be more loyal. So I definitely think local marketing is key and making sure that your franchisees feel comfortable and empowered to go out there and know how to speak about their business and where to speak about their business and what some of those partnerships that they should pursue are. Because I think that’s that’s probably one of the most important things. It’s just remembering that that people still want to do business with people. So the more that you can personalize that experience, the better.

Lee Kantor: [00:14:47] And and that’s really, I think one of the key learnings that a franchisee has to that mindset has to shift in terms of that’s something that they have to do. A lot of that kind of boots on the ground work of building those relationships. And it’s it’s not something that corporate can just run blanket ads and that’s going to be some magic ticket to success. It requires it’s a team, you know?

Angela Paules: [00:15:11] Exactly. And that’s one of the things, you know, when I have new franchisees come through training, a lot of them ask, You know, what is it that makes your most successful franchisees? What are they doing different than than those that are maybe just trucking along? And and I always say it’s the ones that that get out there and are active. And if you are not the kind of person who is very social or is a very comfortable networker or has the time to get out there and do things, that’s OK, but then you should definitely find someone that can do that for your business if it’s not you. So whether you’re hiring someone, whether you’re getting a college intern or somebody who is really passionate about representing your business and believes in your mission and love speaking with people and is going to be the brand ambassador out there where you’re branded polo and going and interacting in places where your customers will be. That’s really essential, right?

Lee Kantor: [00:16:16] It’s hard to kind of outsource that. If you’re going to outsource it, they you have to outsource it to somebody who is willing to be that evangelist that’s out there, human to human representing the brand, you need the brand ubiquity to a certain degree in order to get those seven to twenty five impressions so they can make an informed buying decision. So it’s going to happen one way or another. Either you’re going to pay for it in terms of running a million ads or you’re going to pay for it in terms of hiring the right person or you’re going to pay for it in terms of your time being out there, being that ambassador.

Angela Paules: [00:16:52] Exactly. And it’s probably going to be a combination of all of the above. But I do think one mistake that I do see people make is just trying to check that off the list and say, OK, well, we had a table at the local Fourth of July parade or something. It’s like, OK, but who is who was there representing you? Was it someone sitting in a chair behind the table waiting for people to approach them and ask questions? Or was it somebody out there engaging and handing out branded tchotchkes and interacting and starting conversations with the kids walking by? Or was it someone who was really going beyond and not expecting people to come? You are you going to engage with them?

Lee Kantor: [00:17:38] Right? And that’s that’s probably the key when you’re trying to identify that ideal franchisee. Or are they going to do that or do they have a plan to do to behave in that manner in order to get the success that both of you want?

Angela Paules: [00:17:52] Exactly.

Lee Kantor: [00:17:53] Now let’s talk a little bit about the idea of franchisee. Have you identified the type of person that makes a good buzz franchisee?

Angela Paules: [00:18:02] So we we talk about candidates who are passionate, hardworking and driven. I mean, that’s kind of the core of the core traits that we want. You know, a certain level of business understanding is is ideal. But there’s also that’s also pretty trainable area. We’ve got a lot of systems in place and we can educate on that. I think it comes down to people with our brands who are are passionate about people and who are people, people, you know, and and who can build those relationships. Those are the ones that are going to be successful. And then by each individual brand, there may be different aspects to to the brand that appeal to different types of people. So, for example, British Swim School or mission really is about helping to save lives and helping to reduce the situations of drowning across North America to by helping people understand and learn key lifesaving skills and water safety skills, and then learning how to swim. And so the type of person that’s going to be a great franchisee, there is someone who maybe really enjoys working with kids or really feels passionate about a purpose driven brand and making an impact in that way in their community pool scouts. It may be someone who has a little bit more technical or mechanical interest or background, or someone who wants to spend more time outside and what they’re doing. So it can. It can vary a bit by brand as well, but I think the core of it really is about being hardworking, enjoying working with people and building relationships.

Lee Kantor: [00:19:53] And if somebody wants to learn more about the brands and get on your calendar or somebody on the team’s calendar to have a more substantive conversation, what’s the website?

Angela Paules: [00:20:03] Yeah, so you can go to Buzz Franchise Brands, the best franchise brand, and that’s got links to all three of our different brands. And from there you can fill out forms to get in touch with us, and we’d love to share information with anyone about our brands.

Lee Kantor: [00:20:21] Well, Angela, thank you so much for sharing your story today. You’re doing important work and we appreciate you.

Angela Paules: [00:20:26] Thanks so much.

Lee Kantor: [00:20:27] All right, this is Lee Kantor. We’ll see you next time on Franchise Marketing Radio.

 

Tagged With: Angela Paules, Buzz Franchise Brands

Marie Davis With Path to Shine And Brian Gamel With Woodstock Arts

February 10, 2022 by Jacob Lapera

Cherokee Business Radio
Cherokee Business Radio
Marie Davis With Path to Shine And Brian Gamel With Woodstock Arts
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This Episode was brought to you by

The Innovation SpotAlma Coffee

 

 

 

 

MarieDavisMarie Davis, Executive Director at Path To Shine

Marie is an Atlanta, Georgia native. After obtaining a Social Work degree at The University of Georgia, she served as a foster care coordinator for the State of Georgia, certifying foster parents and working with foster care children. After obtaining a Series 7 and 63 financial license, she worked with a private financial firm as Assistant to the President.

While raising her two children, Marie worked for a local developer, forming relationships with County and State officials. Moving to Florida for ten years, Marie served as a Targeted Case Manager with Children’s Home Society of Florida and a certified tutor for autistic children. Marie also served as the Director of Mentoring for Center Point, a non-profit in Hall County Georgia. She recruited and trained mentors for several school systems.

She is also a Technical Assistant for www.mentoring.org, the National MENTOR program; through that program, she works with mentor programs across the country to help them with direction and development. Program innovation and designing ways to serve all children through mentorship is what she loves best about her job. Marie also serves on the Georgia Mentor Provider Council.

Currently, Marie is the Launch Manager for Georgia Center for Employee Ownership, directing the opening of the Georgia program.

Follow Path To Shine on LinkedIn and Twitter.

Brian Gamel, Managing Director at Woodstock Arts

Brian Gamel grew up in the Woodstock area and has loved this town ever since. After going off to get his undergraduate degree in Theatre from Florida State University he came back home and became a part of the Elm Street Cultural Arts Village’s team, now known as Woodstock Arts.

This transcript is machine transcribed by Sonix

 

TRANSCRIPT

Intro: [00:00:07] Welcome to Franchise Marketing Radio, brought to you by SeoSamba Comprehensive, high performing marketing solutions for mature and emerging franchise brands to supercharge your franchise marketing. Go to seosamba.com that’s seosamba.com.

Lee Kantor: [00:00:31] Lee Kantor here, another episode of Franchise Marketing Radio, and this is going to be a fun one today on the show, we have Angela Pauls with buzz franchise brands. Welcome, Angela.

Angela Paules: [00:00:41] Thank you. Good to be here.

Lee Kantor: [00:00:43] Well, I’m excited to learn what you’re up to. Tell us a little bit about buzz. How are you serving folks?

Angela Paules: [00:00:48] So bus franchise brands were a multi brand franchising company, and our current brand portfolio includes Pool Scouts, which is a residential school cleaning franchise. Home Claim Heroes, which is residential house cleaning, and British Swim School, which is water safety and swim instruction for kids and adults of all ages.

Lee Kantor: [00:01:10] Now what was the kind of how did the the company get started? Did it start in one brand and then evolved into these others? Or was it built to be a conglomerate all along?

Angela Paules: [00:01:21] Yeah, it actually it did start as one brand. In fact, our our founding brand was Mosquito Joe, and it’s that started in 2012 when our CEO, Kevin Wilson, purchased a local mosquito control business that was operating in the Hampton Roads, Virginia, area and called Mosquito Joe, and was working with the founders to expand the business through franchising. And so he recruited the our initial corporate team of about five people, myself included. And we were really tasked with taking that local business that had two trucks operating and a few hundred customers and turned it into what became one of the fastest growing franchises, especially in the home services space. We grew that business to over three hundred and fifty locations and eventually sold it in 2018 to neighborly. So along the way, in about 2015, we sort of transitioned into a multi brand strategy and that was really kind of the birth of the parent company of bus franchise brands and and really we we saw what we were doing with Mosquito Joe, and we just felt like we could serve in other ways. We had a really strong team, some really strong systems in place. And so in 2016, we launched pool scouts and both with the local operation that we operated and franchising effort simultaneously. And then just about a year later, we launched a local operation for home clean heroes and began franchising that business in Twenty Eighteen, which was the same year as I mentioned that we sold Mosquito Joe. And then in 2019, we acquired British Swim School. So that’s how we got to three brands currently, and our intent is to continue to build additional brands over the years to come. We sort of put everything on pause as far as larger brand portfolio growth during COVID so that we could really focus on our existing franchises and everything that they were going through and the additional support that they needed during that time. But now that everybody’s back up and operating and things are turning more normal than they have been in the last few years, we’re ready to continue to build on that as well.

Lee Kantor: [00:03:57] And the name buzz is an homage to the beginnings at mosquito growth.

Angela Paules: [00:04:03] It’s a bit of a it’s a bit of both. It’s kind of a nice tie to that. But we also are. Our tagline is that we build build companies that get people talking. And so just kind of being the the buzz, we’re very people oriented businesses. All of our brands are service focused businesses. And so it’s really that building the buzz in the communities through the services that we’re providing

Lee Kantor: [00:04:26] Now, I’m seeing more and more kind of clusters of brands around a certain type of customer. Is that kind of your strategy and that this in this home services space, a customer to one of your brands might be a customer to, you know, all of your brands?

Angela Paules: [00:04:45] Potentially. Yeah, we definitely started in the home services space, mosquito pool scouts and home clean heroes. All very much home service focused British Swim School was a bit of a divergence from that, but in that it’s not a home service, but it is still bringing our services to people in. The consumer doesn’t look that different from those in our other brands, so we certainly look for opportunities to have customers who would fit multiple of our brands, but we also don’t try to force that relationship. We in markets where we have multiple operating brands, we certainly provide all the support and materials to make sure that people are aware that we have sister brands. And and there may be some promotional opportunities around that, but we don’t want to lose the core consumer for each of our individual brands or that core message either. So it’s I think there’s a bit of a balance there between maintaining that authenticity and being able to encourage people that if you’re happy working with us in this capacity with this brand and we’re cleaning your house and you also have a pool, we can help you there as well.

Lee Kantor: [00:05:58] Now does that help in the acquisition of franchisees to to give them a path to create multiple revenue streams with kind of that economies of scale of the customer acquisition?

Angela Paules: [00:06:10] Yeah, it is certainly something that’s out there, we don’t have we only have a couple franchisees at this point that are operating more than one brand. And it’s it’s again one of those things where we want to see a franchisee typically come in with focused on one brand and really get them successful in that space first and then look at, OK, what are ways that we can continue to build on your business? Is it opening additional territories of that particular brand and growing that way? Or is it adding a complementary brand in your area and growing that way? There’s a few different options there, so we’ll work with franchisees to figure out what’s the best fit for them

Lee Kantor: [00:06:49] Now as part of your secret sauce, the ability to identify and acquire franchisees is that what makes you special? It buzzes that part of what differentiates you or is your ability to kind of create these brands that the consumer gravitates towards.

Angela Paules: [00:07:11] Yeah, I think, you know, I’m a marketing person, so I’m pretty biased in that regard, but I would say that I think our marketing is something that differentiates us. We put a lot of emphasis into the brands that we build from the start. We do a lot of research, consumer research and get to get our brand set up strong for success from the start. And then we’ve built essentially an in-house agency of support. And so we have a digital team, we have a creative team that that’s capabilities go from everything designed to video and photography. We’ve got a direct mail marketing team and then we’ve got brand dedicated marketing teams that really help our franchisees focus on local marketing efforts like building partnerships and getting out there in their communities. And so even when we have a new emerging brand that may only have five core people on the team, they’re leveraging all these shared services marketing resources to give them an additional maybe 10 people who are also supporting that brand. So it is it’s a lot of being able to have some good in-house expertize across the different functions of marketing that I think really supports us and our franchisees being successful when it comes to customer recruitment and even just building the relationships with consumers beyond the initial acquisition as well.

Lee Kantor: [00:08:41] Now, any advice for an emerging franchise that’s out there, that is maybe at the beginning stages, you have a lot of track record and probably scar tissue of launching a new brand. Is there some kind of dos and don’ts you’ve learned over the years that help a emerging franchise? You know, maybe get that escape velocity they need to really, you know, have that explosive growth that you’ve experienced?

Angela Paules: [00:09:05] There’s a few things that come to mind. I mean, I think part of it is really hiring the right people. And and I think that goes functionally speaking, but also culturally speaking, you want to build a team of people who really believes in what they’re doing and who really cares about your company’s mission. Our mission at BFD is to enable people to realize their dreams, and that goes through largely through our franchisees having the business ownership opportunity. But it’s really important that all of our corporate team who are supporting our franchisees believes in that mission as well, and that they really care and see their own personal contribution through their role to supporting the franchisees. So that’s one thing I would say is, you know, hire slow, I guess, as they say, make good, make good decisions there. And then I think just be very aware of your situation and know that things may change and evolve as your your brand grows. So when we started out with Mosquito Joe and there were five of us. I wasn’t running an in-house agency at that point. I was outsourcing a lot of what we were doing from a marketing perspective because I was the only marketing resources resource. However, as our brand was growing and we were able to add more in-house support, we were able to over time sort of transition and bring more services in-house and kind of pick and choose what was outsourced first versus handled in-house.

Angela Paules: [00:10:45] So I think sometimes it can be tempting as an emerging brand to go out and ask everybody else what they’re doing, who’s really successful and then mirror that to a T. And sometimes that’s just not realistic, depending on where you are in that stage of growth for your brand. So I think being very aware of that and then the last thing I would say is staying very focused on your customer, knowing who that person is, communicating with them, regularly, sending them surveys after every service that you’re doing so that you know where where operations are going, well, where there’s opportunities for improvement, what you could do better to help retain them for a longer period of time or get them to maybe increase their spend and what they’re doing with you. But you don’t want to make assumptions on that sort of thing. And that can also change over time. So it shouldn’t be a one time communication, but making sure that you’re very focused on that. So whether you’re doing surveys or focus groups or or a variety of things, make sure that you you’re always staying in touch with who that customer is. And in prioritizing that as you think about the decisions that you make growing your brand.

Lee Kantor: [00:12:08] Now, from a tactical standpoint in marketing. As there are certain things that you see that emerging brands aren’t kind of leveraging to the degree that you would recommend, like are they leaning too heavily, maybe on digital marketing and they should be focusing on maybe more partnerships among, you know, human to human relationships and leverage those kind of things? Is there something that you see out there that you wish people would do more of?

Angela Paules: [00:12:36] Yeah, that’s a great question, and I do think there is a tendency. Everything really has gone digital in a lot of ways, and so that does tend to be our first place to go from a marketing perspective, and I see everybody throwing all their eggs in that digital basket. But the reality is there’s there’s still not a silver bullet when it comes to marketing, and the old adage of the rule of seven still applies where consumers, it’s going to take seeing your message several different times and in several different places before they’re going to take action. And I would say that that the current version of that is probably more like the rule of twenty five or something with the amount of media impressions that we’re exposed to on a daily basis. So you don’t want to count on the only place that you’re finding consumers to be online, you want people to certainly see messages online, and that’s a great place to communicate with people because we’re spending so much time there. But also, as you’re being active in the community, people still want to do business with people.

Angela Paules: [00:13:44] That has not changed. And so if you’ve got opportunities to have a face to face conversation with someone who could be a potential customer, you’re building a much stronger and more personal relationship from the start. And that’s going to be the kind of customer who feels like they know your brand and have a different level of loyalty to your brand. That’s going to be the one that’s telling their friends and referring other people to you. And and by nature, those referred customers are also going to be tend to be more loyal. So I definitely think local marketing is key and making sure that your franchisees feel comfortable and empowered to go out there and know how to speak about their business and where to speak about their business and what some of those partnerships that they should pursue are. Because I think that’s that’s probably one of the most important things. It’s just remembering that that people still want to do business with people. So the more that you can personalize that experience, the better.

Lee Kantor: [00:14:47] And and that’s really, I think one of the key learnings that a franchisee has to that mindset has to shift in terms of that’s something that they have to do. A lot of that kind of boots on the ground work of building those relationships. And it’s it’s not something that corporate can just run blanket ads and that’s going to be some magic ticket to success. It requires it’s a team, you know?

Angela Paules: [00:15:11] Exactly. And that’s one of the things, you know, when I have new franchisees come through training, a lot of them ask, You know, what is it that makes your most successful franchisees? What are they doing different than than those that are maybe just trucking along? And and I always say it’s the ones that that get out there and are active. And if you are not the kind of person who is very social or is a very comfortable networker or has the time to get out there and do things, that’s OK, but then you should definitely find someone that can do that for your business if it’s not you. So whether you’re hiring someone, whether you’re getting a college intern or somebody who is really passionate about representing your business and believes in your mission and love speaking with people and is going to be the brand ambassador out there where you’re branded polo and going and interacting in places where your customers will be. That’s really essential, right?

Lee Kantor: [00:16:16] It’s hard to kind of outsource that. If you’re going to outsource it, they you have to outsource it to somebody who is willing to be that evangelist that’s out there, human to human representing the brand, you need the brand ubiquity to a certain degree in order to get those seven to twenty five impressions so they can make an informed buying decision. So it’s going to happen one way or another. Either you’re going to pay for it in terms of running a million ads or you’re going to pay for it in terms of hiring the right person or you’re going to pay for it in terms of your time being out there, being that ambassador.

Angela Paules: [00:16:52] Exactly. And it’s probably going to be a combination of all of the above. But I do think one mistake that I do see people make is just trying to check that off the list and say, OK, well, we had a table at the local Fourth of July parade or something. It’s like, OK, but who is who was there representing you? Was it someone sitting in a chair behind the table waiting for people to approach them and ask questions? Or was it somebody out there engaging and handing out branded tchotchkes and interacting and starting conversations with the kids walking by? Or was it someone who was really going beyond and not expecting people to come? You are you going to engage with them?

Lee Kantor: [00:17:38] Right? And that’s that’s probably the key when you’re trying to identify that ideal franchisee. Or are they going to do that or do they have a plan to do to behave in that manner in order to get the success that both of you want?

Angela Paules: [00:17:52] Exactly.

Lee Kantor: [00:17:53] Now let’s talk a little bit about the idea of franchisee. Have you identified the type of person that makes a good buzz franchisee?

Angela Paules: [00:18:02] So we we talk about candidates who are passionate, hardworking and driven. I mean, that’s kind of the core of the core traits that we want. You know, a certain level of business understanding is is ideal. But there’s also that’s also pretty trainable area. We’ve got a lot of systems in place and we can educate on that. I think it comes down to people with our brands who are are passionate about people and who are people, people, you know, and and who can build those relationships. Those are the ones that are going to be successful. And then by each individual brand, there may be different aspects to to the brand that appeal to different types of people. So, for example, British Swim School or mission really is about helping to save lives and helping to reduce the situations of drowning across North America to by helping people understand and learn key lifesaving skills and water safety skills, and then learning how to swim. And so the type of person that’s going to be a great franchisee, there is someone who maybe really enjoys working with kids or really feels passionate about a purpose driven brand and making an impact in that way in their community pool scouts. It may be someone who has a little bit more technical or mechanical interest or background, or someone who wants to spend more time outside and what they’re doing. So it can. It can vary a bit by brand as well, but I think the core of it really is about being hardworking, enjoying working with people and building relationships.

Lee Kantor: [00:19:53] And if somebody wants to learn more about the brands and get on your calendar or somebody on the team’s calendar to have a more substantive conversation, what’s the website?

Angela Paules: [00:20:03] Yeah, so you can go to Buzz Franchise Brands, the best franchise brand, and that’s got links to all three of our different brands. And from there you can fill out forms to get in touch with us, and we’d love to share information with anyone about our brands.

Lee Kantor: [00:20:21] Well, Angela, thank you so much for sharing your story today. You’re doing important work and we appreciate you.

Angela Paules: [00:20:26] Thanks so much.

Lee Kantor: [00:20:27] All right, this is Lee Kantor. We’ll see you next time on Franchise Marketing Radio.

Tagged With: marie davis, Path to Shine

Decision Vision Episode 155: Should I Start a Mental Wellness Program at My Company? – An Interview with Dr. George Vergolias, R3 Continuum

February 10, 2022 by John Ray

R3 Continuum
Decision Vision
Decision Vision Episode 155: Should I Start a Mental Wellness Program at My Company? - An Interview with Dr. George Vergolias, R3 Continuum
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R3 Continuum

Decision Vision Episode 155: Should I Start a Mental Wellness Program at My Company? – An Interview with Dr. George Vergolias, R3 Continuum

Dr. George Vergolias, Medical Director for R3 Continuum, joined Decision Vision host Mike Blake to discuss the considerations involved in starting a mental health and wellness program in an organization.  Dr. Vergolias discussed best practices for meeting the needs of people’s emotional and psychological health, the rise of telehealth, the potential returns of such programs, the characteristics of a successful program, and much more.  Decision Vision is presented by Brady Ware & Company.

R3 Continuum

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

Company website | LinkedIn

Dr. George Vergolias, Medical Director, R3 Continuum

Dr. George Vergolias, Medical Director, R3 Continuum

George Vergolias, PsyD, LP is a forensic psychologist and threat management expert serving as Vice President and Medical Director for the R3 Continuum. As part of his role of Vice President and Medical Director of R3 Continuum, he leads their Threat of violence and workplace violence programs.

Dr. Vergolias is also the founder and President of TelePsych Supports, a tele-mental health company providing involuntary commitment and crisis risk evaluations for hospitals and emergency departments. He has over 20 years of forensic experience with expertise in the following areas: violence risk and threat management, psychological dynamics of stalking, sexual offending, emotional trauma, civil and involuntary commitment, suicide and self-harm, occupational disability, law enforcement consultation, expert witness testimony, and tele-mental health.

Dr. Vergolias has directly assessed or managed over one thousand cases related to elevated risk for violence or self-harm, sexual assault, stalking, and communicated threats. He has consulted with regional, state, and federal law enforcement agencies, including the FBI, Secret Service, and Bureau of Prisons.

He has worked for and consulted with Fortune 500 companies, major insurance carriers, government agencies, and large healthcare systems on issues related to work absence management, workplace violence, medical necessity reviews, and expert witness consultation.

LinkedIn

Mike Blake, Brady Ware & Company

Mike Blake, Host of the “Decision Vision” podcast series

Michael Blake is the host of the Decision Vision podcast series and a Director of Brady Ware & Company. Mike specializes in the valuation of intellectual property-driven firms, such as software firms, aerospace firms, and professional services firms, most frequently in the capacity as a transaction advisor, helping clients obtain great outcomes from complex transaction opportunities. He is also a specialist in the appraisal of intellectual properties as stand-alone assets, such as software, trade secrets, and patents.

Mike has been a full-time business appraiser for 13 years with public accounting firms, boutique business appraisal firms, and an owner of his own firm. Prior to that, he spent 8 years in venture capital and investment banking, including transactions in the U.S., Israel, Russia, Ukraine, and Belarus.

LinkedIn | Facebook | Twitter | Instagram

Brady Ware & Company

Brady Ware & Company is a regional full-service accounting and advisory firm which helps businesses and entrepreneurs make visions a reality. Brady Ware services clients nationally from its offices in Alpharetta, GA; Columbus and Dayton, OH; and Richmond, IN. The firm is growth-minded, committed to the regions in which they operate, and most importantly, they make significant investments in their people and service offerings to meet the changing financial needs of those they are privileged to serve. The firm is dedicated to providing results that make a difference for its clients.

Decision Vision Podcast Series

Decision Vision is a podcast covering topics and issues facing small business owners and connecting them with solutions from leading experts. This series is presented by Brady Ware & Company. If you are a decision-maker for a small business, we’d love to hear from you. Contact us at decisionvision@bradyware.com and make sure to listen to every Thursday to the Decision Vision podcast.

Past episodes of Decision Vision can be found at decisionvisionpodcast.com. Decision Vision is produced and broadcast by the North Fulton studio of Business RadioX®.

Connect with Brady Ware & Company:

Website | LinkedIn | Facebook | Twitter | Instagram

TRANSCRIPT

Intro: [00:00:01] Welcome to Decision Vision, a podcast series focusing on critical business decisions. Brought to you by Brady Ware & Company. Brady Ware is a regional, full-service, accounting and advisory firm that helps businesses and entrepreneurs make visions a reality.

Mike Blake: [00:00:21] Welcome to Decision Vision, a podcast giving you, the listener, clear vision to make great decisions. In each episode, we discuss the process of decision making on a different topic from the business owners’ or executives’ perspective. We aren’t necessarily telling you what to do, but we can put you in a position to make an informed decision on your own and understand when you might need help along the way.

Mike Blake: [00:00:42] My name is Mike Blake, and I’m your host for today’s program. I’m a director at Brady Ware & Company, a full-service accounting firm based in Dayton, Ohio, with offices in Dayton; Columbus, Ohio; Richmond, Indiana; and Alpharetta, Georgia. My practice specializes in providing fact-based strategic and risk management advice to clients that are buying, selling, or growing the value of companies and intellectual property. Brady Ware is sponsoring this podcast, which is being recorded in Atlanta per social distancing protocols.

Mike Blake: [00:01:10] If you would like to engage with me on social media with my Chart of the Day and other content, I’m on LinkedIn as myself and @unblakeable on Facebook, Twitter, Clubhouse, and Instagram. I also recently launched a new LinkedIn Group called Unblakeabl’e Group that Doesn’t Suck, so please join that as well if you would like to engage. If you like this podcast, please subscribe on your favorite podcast aggregator and please consider leaving a review of the podcast as well.

Mike Blake: [00:01:37] Today’s topic is, Should I start a mental wellness program at my company? According to Cooleaf, in 2015, Aetna saw a 28 percent reduction in stress levels, 20 percent improvement in sleep quality, and a 19 percent reduction in pain as a result of its mindfulness programs. And that’s just an example of the benefits that, I think, we’re at least hoping to see with mental wellness.

Mike Blake: [00:02:04] And, of course, we’re in this trans-pandemic period here, but having been in it now for two years plus, we’ve found a couple of things that, I think, are silver linings. Yes, there’s been terrible suffering. At last count that I saw, nearly one million Americans dead from the coronavirus. But there are some silver linings, I think, that have occurred. And one of them is that I think this is the most seriously I can remember in my lifetime, that people are taking mental health and mental wellness. And not just as a response to somebody that appears to be, frankly, deeply disturbed, but rather as a maintenance priority.

Mike Blake: [00:02:58] Just as grown ups, we try to eat our vegetables, we try to exercise, we try to limit our sugar and high cholesterol kinds of foods. But you know, for the longest time, I think mental health always sort of lagged behind that. Mental health was always that thing that, for somebody else, that person really should see a psychologist, that person really needs therapy, or that person really needs help, but it’s not me.

Mike Blake: [00:03:26] And, now, I think because of the unprecedented pressures, and not just the pressures but just the stress of change, the amount of change we’ve had in our society, whether it’s simply our relationship with work and our careers, whether it’s having to confront life choices that we’ve frankly been trying to outwork, our inability to make those hard choices, different modes of communication.

Mike Blake: [00:03:59] The video phone calls are funny. You know, we’ve had voice telephones for over 140 years, we’ve had video calls available for 60, and we couldn’t give those away, but all of a sudden there’s a pandemic. And, now, the only thing anybody ever wants to do is jump on a video phone call. I’m not sure what changed. But before 2020, nobody wanted to do those and now we’re all about it. But that’s beside the point. But it’s not just about the pressure, but it’s about change.

Mike Blake: [00:04:31] And change, for most people, is something that creates a lot of stress and pressure. We, as people, like routines. It’s probably a an evolutionary maintenance mechanism to have a routine. They’ve been completely disrupted, and many of us still have not settled into a new routine because, still, we don’t have a new normal yet. We have things that we hope are going to be new normal, but lots of fits and starts.

Mike Blake: [00:04:57] And so, as a result, mental wellness and mental health, generally, are much more on the consciousness, I think of the average American, I think of at least the enlightened and most capable business leaders. And it’s no longer something that’s for the other guy, but it’s now something that I think has become a conversation for everybody. And the stigma around mental health struggles, I think, has been significantly reduced, not entirely gone. You still can make fun of people that we think are crazy. And that’s something, as a society, we have to reckon with. But it is a different conversation.

Mike Blake: [00:05:38] And so, I hope you’ll agree that this is a good topic. And this decision about starting wellness programs is one that will be useful to you and your own companies, your own professions.

Mike Blake: [00:05:50] And joining us today is Dr. George Vergolias, who is Medical Director of R3 Continuum, a global leader in protecting and cultivating workplace well-being in a complex world. He oversees and leads R3 Continuum’s clinical risk, threat of violence, and workplace violence programs. And has directly assessed or managed over 1,000 cases related to threat of violence, or self-harm, sexual assault, stalking, and communicated threats. He is also founder and president of TelePsych Supports, a tele-mental health company providing behavioral risk consultation, resilience development, and involuntary commitment evaluations for hospitals and emergency departments.

Mike Blake: [00:06:33] He brings over 20 years of experience as a forensic psychologist and certified threat manager to bear to help leaders, organizations, employees, and communities heal, optimize, and ultimately thrive before, during, and after disruption. For over 30 years, R3 Continuum has served as a pioneer and global leader in workplace behavioral health and security in an increasingly complex and dangerous world. They helped to foster employee psychological and physical safety to optimize people, culture, and performance. And continue to do so during continued disruption, uncertainty, and dramatic change.

Mike Blake: [00:07:09] Over 500 organizations worldwide trust R3 Continuum to build the tailored solutions they need to promote the workforce safety, security, and wellbeing required for success. Dr. Vergolias, welcome to the program.

George Vergolias: [00:07:23] Thank you, Mike. It is a pleasure to be here.

Mike Blake: [00:07:25] So, let’s start from the basics because I think people could define this differently depending on their context. How do you define mental wellness?

George Vergolias: [00:07:39] So, the World Health Organization has, I think, a very usable and approachable definition. They define it as a state of wellbeing in which the individual in his or her own abilities can cope with the normal stresses of life. They can work productively and fruitfully. And they can make a contribution to their society. I kind of simplified that a little bit, and I like talking about mental wellness as a synergy between emotional, psychological, physical, and spiritual ways of being in the world that allow us to thrive.

Mike Blake: [00:08:14] So, you’ve been doing this a long time, obviously, you have a lot of expertise in this field. When people think about or consider implementing a mental wellness program, what does that look like? Most of us know what a physical wellness program looks like. It could be gym memberships, and it could be walks, it could be stretching at your desk, not sitting for too long, all kinds of things of that nature, healthy snacks in the break room. But I’m not sure all that familiar with what a mental wellness program looks like. So, what, in your mind, does that look like? And maybe you can share some best practices with us?

George Vergolias: [00:08:55] Sure. Really, it is a program that is designed at the highest level around meeting the needs of people’s emotional and psychological health. I mean, that’s kind of built into the definition. So, what does that mean in terms of best practice or what should you consider if you’re a leader at an organization? There’s a number of things that I’d recommend.

George Vergolias: [00:09:17] And the first is, it has to be catered to your organization’s needs and to your organization’s culture. I’m not a fan of a one size fits all. There are different pain points. There are different needs, different industries, different companies, different cultures. And even in the same company, you might have different regions of the world or of the country in the U.S. that have different needs. So, it has to be catered to your needs and culture. It has to be collaborative both internally amongst various departments, as well as with outside vendors that can provide additional resources that you, as the organization, may not be an expert at.

George Vergolias: [00:09:55] Leaders and managers need to be invested, engaged, and accountable at the highest level. I think a good example of this, which also shows some vulnerability, is Sheryl Sandberg from Facebook. Strong advocate of a mental health program, came out with her book a number of years ago, Lean In, and really was very open about her own experiences and her own vulnerabilities.

George Vergolias: [00:10:19] That really sets a tone for employees. You want the employees to be engaged and you want their input to be part of the process of developing a program. You need to have a clear rollout and a communication plan. You need to leverage technology to support the initiative. On this front, remember, technology is a tool, it’s not the goal.

George Vergolias: [00:10:38] I think what has happened in recent years is there have been some technology driven giants that have come on the scene that have wonderful apps and they have wonderful engagement in terms of the technology side. But they don’t necessarily have the best throughput in terms of impacting functional or behavioral change.

George Vergolias: [00:10:57] And two more things I’d recommend. Consider a plan for anticipated barriers. Given your unique needs and culture, what are the things that you might hit roadblocks on and anticipate that ahead of time. And lastly, you want to address a menu of offerings in that service plan. Ideally, it shouldn’t be just psycho-educational trainings, or just peer support, or just access to the EAP, or access to mental health services. One size doesn’t fit all, and you really want a range of those things as you’re applying these programs.

Mike Blake: [00:11:33] So, an argument might be that employees have it pretty good right now. And I’m not saying I’m saying this, but I have heard this argument, and you probably have too. Employees have not had as much power as they have right now – in my lifetime, for sure – to kind of pick and choose where they want to work, how they want to work. Many of them are working home. And for baby boomers and some Gen Xers, that seems kind of cushy, frankly.

Mike Blake: [00:12:06] And so, that leads to the question, you know, is this question of a mental wellness program relevant to organizations that now have large numbers of people working from home? Can a company even put something in place to help them? Because with people working at home now that each have their own individual environments, now their each individual needs that are no longer kind of collectivized by an organization, they’re so diffused and so diverse now. Does that take a mental wellness program off the table? Are there things that companies can do to promote mental wellness, even if you have a largely remote workforce?

George Vergolias: [00:12:48] It’s a great question, Mike. And my answer is, it absolutely does not take it off the table. In an interesting way, it heightens the need. Let me throw out some details for you. In March of 2021, the Microsoft Work Trends report was published. And what they came out with is a number of interesting findings, and I’m just going to throw a few out just to anchor this discussion. Compared to 2020, as they went into 2021, they saw a 100 percent increase in the use of Microsoft Teams. The average meeting was extended by ten minutes.

George Vergolias: [00:13:26] There was an increase of 45 percent more chats being sent at random times of the day. And one of the difficulties we were finding is you always had to be on camera. So, if you were on camera, it’s really interesting that people don’t realize is if you’re in a board meeting or just a conference meeting at your workplace, you can see the speaker or your boss, and you can see if they’re paying attention to you. So, you can divert your gaze. You could take a sip of water. You can scratch your nose. You can do a million things.

George Vergolias: [00:13:56] What’s so odd is when you’re on a Zoom meeting with eight people, you don’t know who’s looking at you at that exact moment. And so, there’s this sense of you always need to be on. You always need to be completely focused. That’s mentally exhausting. And so, there’s these realities of working remote that has really been difficult.

George Vergolias: [00:14:15] What we’ve also seen is – this is really a fascinating study – the increased number of emails delivered in February of 2021 versus February of 2020 based on this same study, it increased in the U.S. 40.6 billion more emails were sent. So, what’s interesting is when you think of chat and you think of email, think of the disruptive nature. At any moment in the day, these things can come in and interfere with your work productivity, with your focus.

George Vergolias: [00:14:45] And it’s like the real exhaustion. Eighty percent of employees say that they’re more productive through 2020 and through 2021, but 60 percent feel they’re overworked, and 40 percent feel exhausted. And leaders tend to be out of touch. A study from about three or four months ago by Deloitte showed that 61 percent of leaders say that they’re thriving, but only 38 percent of employees say that they’re thriving.

George Vergolias: [00:15:09] So, the point with all of this is although that remote environment early on seemed really nice, “I could pick my kids up. I could eat lunch in my own, you know – I could wear my gym bottoms if I’m not showing, you know -” all of these things are wonderful. This sense of merging my home-personal life and my work life and not having clear boundaries with all the things I’ve already mentioned really resulted in a great deal of emotional exhaustion.

George Vergolias: [00:15:37] And so, now, more than ever, the creative but problematic issue is, how do we engage employees in a remote work environment in a way that still meets those needs, that meets those behavioral and cognitive and psychological needs. So, it’s definitely needed and it’s a big challenge.

Mike Blake: [00:15:59] The Zoom thing is interesting, and you’re right, it is exhausting. It is exhausting to be on camera. I think we all now have a greater appreciation for how hard it is for people who are on TV or the movies as a living. And I think, also, you become so aware because you see yourself often. If you haven’t turned off your own sort of picture that creates a self-consciousness that, I think, is also draining.

George Vergolias: [00:16:33] You know what’s interesting, Mike, if I could just interject. What we’ve done at R3 Continuum – which I love this idea. It wasn’t my idea. I think our ops director came up with this because she read an article – is we tacitly or explicitly gave permission for people to go off camera, whether it’s because their kids are screaming in the background, or their dogs barking, or maybe they didn’t clean up, some of our folks were doing these calls from their bedrooms. There’s a number of reasons why you would want to do that. But that really gave permission for people to say as long as you’re still focused within reason as you normally would be in the office, you can go off camera if you need a relief.

Mike Blake: [00:17:10] Yeah. And, also, I wonder, you know, I’ve heard that some people are more focused when they can be also a little distracted. You know what I mean? They’re doodling or something, right? But being on camera where you just sort of have to lock your eyes into the camera and you can’t do that, I think that’s also very stressful for people. And turning off the cameras is a really good idea.

George Vergolias: [00:17:37] Yeah. Absolutely. Absolutely.

Mike Blake: [00:17:42] So, speaking of boundaries, here’s a question I want to ask. Are there any limits or are there boundaries in terms of how realistic it is to expect a mental wellness program to perform in terms of addressing potential sources of mental unwellness? Are there certain things that a corporate mental wellness program can or can’t do despite your best of intentions throwing all the resources at it that you want? Or is anything on the table? Could a well-constructed, well-funded mental wellness program achieve almost anything you want?

George Vergolias: [00:18:24] I don’t think it can achieve anything you want. I think what it can do, it can really help prevent a host of developing issues, like anxiety, depression, substance abuse, even suicidal ideation. It can’t fully prevent those. But what it can do is help catch those upstream when they’re developing, and then get people to the proper resources, be they formal clinical treatments, or what we call more organic supportive resources, like peer support, mindfulness programs, psycho-educational training, things of that nature. That could be really helpful.

George Vergolias: [00:19:01] And by doing that, the upside is that can impact morale. It could impact productivity, which has a bottom line impact on businesses. And most importantly, it can impact cultural cohesion and cultural engagement. It impacts talent retention, all of those.

George Vergolias: [00:19:16] There are some limits, though. So, some things I think it cannot really do is, if somebody has a moderate to severe mental health problem, they probably need formal clinical treatment. They need to be referred to proper treatment providers that can address that either through psychotherapy and/or medications. It’s important to know that it can’t do all of that.

George Vergolias: [00:19:40] The other thing I don’t think it can do fully without a separate approach is we see that there’s a host. And we certainly have seen in ’20 and ’21 a host of cultural tensions that emerge at the workplace, be they related to political, ethnic, racial, gender, regional differences. The big two that we’ve been involved in a great deal are the collective response to the murder of George Floyd and the demonstrations, and those demonstrations that then turned into riots. And then, of course, mask mandates and vaccine mandates.

George Vergolias: [00:20:12] These are really tough hot points that all the way wellness program can raise the emotional IQ of your employees. And they can alleviate how that tension manifests. If you want to address those kind of cultural issues, you need to address them head on and in some different ways. A wellness program can complement that process very well. But it is not in in it of itself going to take those cultural issues away or off the table.

Mike Blake: [00:20:40] And I’m glad you brought that up because it leads into a question I wanted to make sure to cover, and I’ll bet you encountered this. What if the company itself is the source of the mental and wellness? The new word in everybody’s lexicon now is toxic. And there are toxic people, there are toxic workplaces. I think that social media has amplified toxicity in a profound and pervasive way. And as a company reflects on or considers putting in a mental wellness program, is it possible they’re going to find that they’ve seen the enemy, and it is us. That they may be actually self-defeating because they’re the cause of the mental unwellness to begin with?

George Vergolias: [00:21:37] One hundred percent, I agree with that. It can be very counterproductive. And I said this earlier, but it’s important to just say it again, it’s really important to know thyself as an organization, to know your culture, know your employees, know your leaders, know your pain points.

George Vergolias: [00:21:58] It’s interesting, Mike, the image that comes to mind is imagine you spend $10,000 to landscape your backyard. The landscaper comes in, does wonderful works for weeks and does great. It looks like a Zen garden when they leave. And then, for the next six months, you don’t do anything. You don’t water, you don’t mulch, you don’t weed. What happens? It falls in complete disarray.

George Vergolias: [00:22:18] We have seen some companies who do a pretty good launch of a wellness program, or they partner with groups like R3 or others, and we do a really good launch working in tandem with them, but they’re not dealing with their cultural toxicity. And that just undermines the foundation on which all of that is based. What’s really interesting when you think of a physical wellness, bring in massage therapists, have a dietician come in, there’s a number of other ways you can do that. In part, you need to be engaged in that process for it to be beneficial. But there’s physical benefits that one can get without necessarily voluntarily being engaged in the process.

George Vergolias: [00:23:00] When you think of mental wellness, the recipient has to have buy in. They have to believe in it and they have to do the work. And if you don’t have a culture of trust, if you have a culture of stigmatization against feeling vulnerable or admitting that you have mental health challenges, the best program in the world just isn’t going to take off. So, it’s a really poignant question that you raise.

Mike Blake: [00:23:24] So, in point of fact, this may be something that might be considered hand in hand with a leadership and cultural evaluation. Because it seems to me this is a real double-edged sword of a mental wellness program is that, if you put that in, you may find things out about your organization that you don’t necessarily love.

Mike Blake: [00:23:48] I can easily see a scenario in which you put in a mental wellness program, let’s say, you have a telemental health consultations. And then, an employee says, “Yeah. I’m not the underperformer. My boss is really toxic. I’m quitting.” I mean, that’s a very real possible outcome, right?

George Vergolias: [00:24:08] That’s absolutely right.

Mike Blake: [00:24:09] And I kind of even wonder if before you put in a mental wellness program, you may want to do some sort of self-evaluation to make sure that, again, you’re not the one causing the mental unwellness in the first place.

George Vergolias: [00:24:26] I think that’s very important. And that’s why that engagement, all the way from top to bottom, of getting input, certainly, from leadership – that’s important – middle management, all the way down to your frontline employees is critical, so you can understand what those insights are. And it’s critical to do it in a way, I recommend doing that in an anonymous way so that people can feel more comfortable being open and there won’t be backlash on their job. Because what you really want is you don’t necessarily want people to fall in line in that step of the process. You want really honest and candid, almost gut punch data so you can take a really good appraisal of where are we as a company, and what are the pain points that we need to solve along those lines? I totally agree with that.

Mike Blake: [00:25:13] So, you’ve done this for a long time and, of course, you’re right in the middle of it with coronavirus, are you able in any way to measure kind of the ROI of putting programs like this? And what have you seen in terms of improved company performance, bottom line-wise, for companies that have successfully implemented mental wellness programs?

George Vergolias: [00:25:37] Yes. Again, great question. And it’s something that if you go back five years and certainly ten years ago, there was some studies that showed ROI, but I don’t think they were nearly as well developed. What we’re seeing just in the last two years is what I’d refer to as an explosion of studies looking at what is the ROI, not only in terms of human impact, but also in terms of bottom line.

George Vergolias: [00:26:06] And the ultimate conclusion – I’ll give you a quick data point from a Canadian study that was done recently – you have to make a business case for the benefit as well at some point to get that buy in. So, what’s interesting is Deloitte did a study – now, this was November of 2019. So, what’s interesting here is that was actually at the frontend or just before the pandemic – and they were looking at a wellness program across ten different large companies in Canada.

George Vergolias: [00:26:39] And what they found going in, they estimated that ten percent of those employees across that sample size had depression. And the annual cost of depression – and this is in the U.S. – is $31 to 51 billion in terms of lost productivity, absenteeism, presenteeism, and so on.

George Vergolias: [00:26:56] And what we know is the World Economic Forum estimates that the cost globally is going to be six trillion and that’s for mental health problems globally, the business loss or the cost of decreased productivity. What’s interesting is when they did this study and they looked at productivity, they looked at engagement of employees, they looked at talent acquisition and overall throughput of work, they found that after three years, there was a 60 percent ROI on dollar spent. And after four plus years, four or five six years, that ROI went up 118 percent. And that’s based on the productivity, and the output, and the creative inventive-ism, if you will, or ingenuity that people were bringing to the table.

George Vergolias: [00:27:40] Because the hard reality is, if you have a burned out, exhausted, anxious, depressed core group in your workforce, they’re not being innovative, they’re not being collaborative. They are getting by day-by-day and they’re not pushing the envelope from a business perspective. That’s not the talent you want. Well, you want that talent, but you want that talent to be more at a place of wellness and thriving is what I meant by that.

Mike Blake: [00:28:07] So, one question that comes to mind and probably may come to mind with some of our listeners is that, we’re reading all over the place that this is a great time to be a therapist or a psychologist or psychiatrist. You know, most doctors, they’re not even taking new patients right now. You can’t get a consult. How do companies kind of address that or not let that stand in the way of providing resources to their employees?

George Vergolias: [00:28:44] So, first, that’s an absolute harsh reality right now. And what’s interesting as a side note, in my work with my Telepsych company, we’ve been doing telehealth for almost 19 years. And up until the pandemic, we struggled with a lot of hospitals getting them to really adopt a telemental health approach. As you said earlier, Mike, as soon as COVID hit, it was like overnight that acceleration adoption just accelerated.

George Vergolias: [00:29:20] So, an upside is that there are a lot more options of access to therapists, psychiatrists, social workers, psychologists, and so on via telemental health. And those definitely should be explored. If you are a company, or an HR director, or a company leader, and you are not open to telemental health options, you are really missing out on a wonderful opportunity to expand the reach of resources to your employees. And very soon you’re really falling behind. So, that’s one point.

George Vergolias: [00:29:51] The difficulty, though, is I would say that corporations, companies, particularly HR directors, I think they really need to demand and expect their EAPs to continue to build those networks in a way that can meet their client’s needs. They’re paying for services, and it’s important that those networks be developed, be they incite or onsite evaluations and treatment or telemental health services.

George Vergolias: [00:30:22] So, that’s one thing I would recommend that if you have an EAP in place, really have dialogue with them about what are the options that you’re offering and how are you shoring up those service gaps. I think that’s really important.

Mike Blake: [00:30:36] Now, aside from direct consultations with therapists, what are some other examples of features of wellness programs that companies can put in place, or offerings, if you will?

George Vergolias: [00:30:54] Yeah. Certainly. Certainly. So, what we tend to see in those that are most successful is we tend to see an array of offerings. So, these can include psycho-educational resources. Many of those are online trainings, various videos, how to manage conflict at home, how to handle marital conflict, how to handle conflict with your teenage child, managing anxiety, navigating through a panic attack. Again, I could go on. There could be hundreds of topics.

George Vergolias: [00:31:25] We actually have a software program that we’ve developed that has well over 100 different modules on mental health and mental wellness that people can choose. And get a quick three to five minute kind of video on either educating them on the nature of the condition of the symptoms or helping them navigate and understand how to navigate those symptoms. There’s a lot of programs out there that do that.

George Vergolias: [00:31:50] Another would be, these programs really should also have a factor of peer support and empowering a culture of support and, what I call, empowering a culture of vulnerability, where it destigmatizes mental health, it allows people to feel like they have support, and it allows people to feel safe to reach out and say I need some help. It’s important to have a clear communication plan and roll out the program. We see good programs where half the employees don’t even understand the program exists or understand how the program can benefit them.

George Vergolias: [00:32:24] Beyond that, emotional and physical health education, adoption, and integration into the culture, self-help or mindfulness initiatives, peer support, disruptive event management is something R3 does a great deal of across the U.S. and globally. Helping people adjust to traumatic or disruptive events that occur at the workplace. Early intervention support, whether it’s destigmatizing campaigns, mental health first aid, all of these other things that we provide.

George Vergolias: [00:32:53] And then, at some point, helping people identify when do you need more formal clinical treatment, mental health treatment, and then linking people to resources so they can access that.

George Vergolias: [00:33:04] One last thing I’ll add that I don’t think is explored enough is developing access to what I call organic community resources. I mean, it used to be, and for some of us it still is. It used to be where you can go to your church, you can go to your local clubs, you can go to your local neighborhood groups, ethnic groups, whatever it may be, and you can still get a lot of support. Now, we have a culture by which many of us move around state by state. We are more disjointed than we were pre-COVID. And it’s harder to access some of those more natural supports or organic supports. So, I think that’s another thing that programs should consider as well.

Mike Blake: [00:33:49] Now, what about things that are really sort of – I want to get a little bit granular with you if that’s okay – like encouraging meditation or meditation training, breathing exercises. A big one might be, for example, trying to organize some kind of group events, whether in-person or remotely. Because, you know, one of the downsides for many people for remote working is loneliness and isolation.

George Vergolias: [00:34:22] Now, not for me, I’m an extreme introvert. So, you know, my wife is not concerned about me cheating on her. Her biggest concern is that I’m going to be picked for the Mars mission because I’m like, “You’re going to put me in a tin can by myself for three years? I’m in.” But, unfortunately, they don’t want fat old people on the mission, so there’s no danger of that. But the point is that sort of these other programs that just try to be a little bit kind of interventional. I guess my question is, are they used with any effectiveness in the workplace alongside the other things that you’re describing?

George Vergolias: [00:34:58] I think they are. I think what’s really interesting is mindfulness and meditation programs, including just apps. There’s a proliferation of apps that talk about this as well. The value that they have shown over time, over the last five plus years, has really been astounding in terms of people just being more mindful, more aware of what they’re feeling, more aware of developing conflicts or symptoms over time.

George Vergolias: [00:35:30] And I think that has been a huge development forward. Now, this is hard to measure, but I believe anecdotally and based on 20-some years of experience, it has been a huge benefit in helping people stem off more severe development of, not only interpersonal conflict, but other symptoms, developing more severe symptoms of depression or anxiety.

George Vergolias: [00:35:56] I also feel it has a counter. These things not only prevent things from getting bad. They help us do better. They help us perform better. They help us have more meaningful relationships. They help us have more happiness and moments of gratitude in our life. So, I think that those are very powerful aspects to a program without doubt.

Mike Blake: [00:36:21] So, how expensive are these programs? I understand that it depends on how kind of deep you want to go. I’m sure there are Cadillac programs and there are cheaper programs. But let’s say relative to a conventional healthcare physical health program, are mental wellness programs or should companies expect to spend roughly as much, or more than, or less than whatever they’re spending on their physical health programs?

George Vergolias: [00:36:56] That’s a tough one to answer. I’ve got some insights that I’ll offer. Please take these with a certain degree of flexibility. I have to say that, of course, it’ll vary by scope and size. We work with companies that want to roll out a mindfulness meditation program that can be really focused and relatively inexpensive, depending on the nature of what they want to do. We’ve had companies that want to roll out an app that’s already well developed on the App Store or on the Android Store, and they just want some communication around benefits of using it. That can be really kind of low budget, relatively speaking, and still can have some value.

George Vergolias: [00:37:40] And then, there’s companies that want to offer a full menu of all the things I already talked about in terms of the full comprehensive menu. So, that will depend a great deal. The key, I think, is identifying the needs and the pain points of your organization and then prioritizing what is it that you want to impact first. And realize that even the biggest, best programs out there with the most resource laden companies that make billions of dollars a year, none of them do all of this that we’re talking about today, Mike. None of them do all of it.

George Vergolias: [00:38:12] You know the the old saying, “How do you eat an elephant? One bite at a time.” So, start with where do you think your biggest pain points are? What do you think you’re going to get the best buy in from employees all the way up to leadership? And start with that. It might be a psycho-educational training library. It might be a mindfulness program. It might be just offering peer support groups so people can talk about what they’re struggling with pertinent to remote work or work from home.

George Vergolias: [00:38:44] Interestingly, at R3, we offered a parenting support interface, kind of a peer support for parents, including some resources. And what we did is we actually sent those parents a three month subscription to Tinker Crate. And I don’t know if you know what Tinker Crate is, but it’s like a little kit developmentally appropriate for different ages. They could put together different types of little engines or little mechanized things, and it’s kind of a nice, scientific-based project that they can do.

George Vergolias: [00:39:16] Well, what we had is we had a whole bunch of our single workers say, “What about us? We’re still struggling. And in a way, we’re struggling more because I’m home alone in an apartment. I don’t have a wife, a husband, or two kids.” And so, it made us really think, “Darn. We really missed that.” And so, we pivoted and we offered other support resources.

George Vergolias: [00:39:37] But that’s what I would say, it’s really hard to come up with a price tag because the scope could vary greatly. What I will say, I would not expect it to cost as much as the physical wellness.

Mike Blake: [00:39:50] So, I have a view – and you tell me if I’m full of it or not – but I think one thing that mental and physical wellness programs have in common is that, in the right circumstance, you can get a lot of bang for the buck with a very minimal investment. Those Tinker Crates, I think, is a great example. It might cost you $20 per month per employee, maybe. But that can make a huge difference. If that keeps an employee happier, more stable, more actualized for a couple of weeks after that, boy, what a great investment.

George Vergolias: [00:40:32] I can’t agree more. You know what’s it’s interesting, Mike? I think of those times in my life where I’m having a really rough day and I’m checking out at the grocery store. And the person at the register clerk or the cash register says, “Boy, I really like your haircut,” or, “I love that shirt”. I’m not feeling like the Dalai Lama. Like, I’m not absolutely at the zenith of my happiness as a result. But it just lifts me enough to feel like, “Well, that was kind of nice.” And that then sets in motion a trajectory of incremental steps throughout the rest of the day or the night where I keep improving on that.

George Vergolias: [00:41:15] I call those emotional strokes. Small emotional scopes that give you that uplift, that just give you that feeling of I’m not alone, these other people or these leaders get it, they understand what I’m dealing with. And this was just a nice little small blessing for me today. Those make a big difference. They really do.

Mike Blake: [00:41:37] I’m talking with Dr. George Vergolias. And the topic is, Should I start a mental wellness program at my company? We’re running out of time, unfortunately, so I only have time for a couple more questions. But what I do want to make sure we get out there is, what are best practices for companies to measure whether their wellness programs are working or doing the job they’re being asked to do?

George Vergolias: [00:42:04] So, certainly, what I would say is, you have to start by being very clear on what are you trying to achieve. Absolutely. You need to know that. What are you trying to achieve? What are the goals? And then, operationalizing those in a way that you can measure them. And what I tend to do is I tend to put it into two buckets.

George Vergolias: [00:42:22] One is satisfaction, because you want your employees and your leaders to have engagement in the program. And often, in its highest form, it’s a satisfaction type question or a series of questions. How’s the program working? Do you feel you’re getting better? Do you feel it meets your needs and so on?

George Vergolias: [00:42:41] By the way, a lot of companies stop there. And some people may not agree with me, but I’m a big fan that satisfaction doesn’t always indicate outcome or functional benefit. I could be very happy with a therapist and I’m still not getting better. And one of the reasons I’m happy with a therapist is they’re not challenging me to get better. Think of a physical therapist or think of a personal trainer that doesn’t piss you off occasionally or get you angry, that’s not a very good physical therapist and that’s not a very good personal trainer.

George Vergolias: [00:43:12] So, what you also need to measure is what are the behavioral functional changes that are occurring over time? And from a business perspective, what is the productivity or the impact on the business that is promoting the business forward? It could be increased team collaboration. It could be a measure of increased innovative ideas. It could be increased operational efficiency.

George Vergolias: [00:43:37] There’s a number of ways companies can define that. But that’s what I would say that you need to answer both of those buckets, satisfaction and then – what I call – functional outcome. And that has two types, the behavioral and kind of functional aspect of the individual and then the business functional improvement that you’re seeing as a result. That’s how I would structure that.

Mike Blake: [00:43:59] Yeah. And it occurs to me, I’ll bet you there are KPIs that can be structured around this. You know, for example, it could be productivity, it could be turnover, it could be tenure, in some cases, even your pay scale. You have to pay people more to work for you just because you’re not all that pleasant to work with.

George Vergolias: [00:44:20] Absolutely.

Mike Blake: [00:44:23] George, this has been a great conversation. I’ve got about ten more questions I love to ask, but we’re running out of time.

George Vergolias: [00:44:28] I understand.

Mike Blake: [00:44:29] I’m sure that there are questions that our listeners would have liked me to cover that we didn’t or would have liked us to cover in more depth. If they’d like to follow up with you on some of these issues, can they do so? And if so, what’s the best way to do that?

George Vergolias: [00:44:42] Absolutely. So, you can do so by emailing me at George, G-E-O-R-G-E, .vergolias, V as in Victor-E-R-G-O-L-I-A-S, @r3c.com. Or my office line, feel free to give me a call, area code 952-641-0645, and I’d be happy to engage.

Mike Blake: [00:45:11] That’s going to wrap it up for today’s program. I’d like to thank Dr. George Vergolias so much for sharing his expertise with us.

Mike Blake: [00:45:18] We’ll be exploring a new topic each week, so please tune in so that when you’re faced with your next business decision, you have clear vision when making it. If you enjoy these podcasts, please consider leaving a review with your favorite podcast aggregator. It helps people find us that we can help them.

George Vergolias: [00:45:35] If you would like to engage with me on social media with my Chart of the Day and other content, I’m on LinkedIn as myself and @unblakeable on Facebook, Twitter, Clubhouse, and Instagram. Also, check out my new LinkedIn group called Unblakeable’s Group That Doesn’t Suck. Once again, this is Mike Blake. Our sponsor is Brady Ware & Company. And this has been the Decision Vision podcast.

 

Tagged With: Brady Ware & Company, Decision Vision podcast, Dr. George Vergolias, employee mental health, mental health, Mental Wellness Program, Mike Blake, R3 Continuum, workplace behavioral health

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