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North Fulton Voices 2025 Recap: Attainable Housing

December 19, 2025 by John Ray

2025 Year-End Roundtable: What Moved the Needle on Attainable Housing and Missing Middle Housing in North Fulton (North Fulton Voices, Episode 16)
North Fulton Studio
North Fulton Voices 2025 Recap: Attainable Housing
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2025 Year-End Roundtable: What Moved the Needle on Attainable Housing and Missing Middle Housing in North Fulton (North Fulton Voices, Episode 16)

2025 Year-End Roundtable: What Moved the Needle on Attainable and Missing Middle Housing in North Fulton (North Fulton Voices, Episode 16)

In this 2025 year-end edition of North Fulton Voices, Nancy Diamond, Jack Murphy, Kathy Swahn and John Ray look back at a momentous year for the North Fulton Improvement Network (NFIN) and the region’s attainable housing conversation. They ground the recap in two sobering realities: metro Atlanta lost 230,000 low- and mid-income homes from 2018 to 2023, and in many municipalities it can take seven years to go from concept to occupancy for new housing.

The panel explains how the conversation moved from awareness to influence, with NFIN’s framing and data showing up more consistently in planning discussions and public meetings. They point to a broader shift in how leaders and residents are talking about housing, including its connection to quality of life, workforce stability, and long-term economic health.

They also point out key factors from 2025 that helped build momentum, such as the need for people to get involved in comprehensive planning, a clear change in local election discussions, and a North Fulton Forum that gathered banks, employers, schools, nonprofits, and federal partners to discuss funding and practical ways to implement solutions.

In 2026, the group identifies three key areas of focus: enhancing public understanding of zoning, normalizing solutions that people can visualize, and maintaining high participation in comprehensive plan processes. The message is unambiguous; this work moves when everyday residents and employers show up, learn the language, and keep asking better questions.

North Fulton Voices is presented by the North Fulton Improvement Network. The show series is proudly sponsored by John Ray Co. and North Fulton Business Radio, LLC.

Key Takeaways from This Episode

  • Metro Atlanta lost 230,000 low- and mid-income homes (2018–2023), and the timeline for new housing can stretch to seven years from concept to occupancy.
  • NFIN frames the issue as financial vulnerability, not a narrow poverty category. Many households are one expense away from needing help.
  • The conversation is shifting from awareness to influence, with more traction in planning and leadership dialogue.
  • Comprehensive plans are a major leverage point because they shape housing and infrastructure decisions upstream.
  • We now clearly link attainable and unaffordable middle-class housing to workforce stability and local competitiveness.
  • Capital matters if solutions are going to scale. Partnerships with banks, employers, nonprofits, and government are part of the path forward.
  • A practical next step for listeners is to engage locally, understand zoning basics, and participate in comprehensive plan processes.

Topics Discussed in this Episode

00:00 Introduction to North Fulton Voices
00:52 Reflecting on a Momentous Year
01:32 Data Insights on Housing Crisis
02:45 Mission and Goals of the Network
04:56 Connecting Stakeholders and Community
06:36 Influence and Public Awareness
08:10 Comprehensive Planning in Alpharetta
12:21 Challenges in Workforce and Attainable Housing
23:05 Impact on Schools and Enrollment
27:05 Bankers and Housing Solutions
27:22 North Fulton Forum Highlights
27:59 Community Redevelopment Act and Challenges
28:48 Workforce Housing and Bankers’ Role
29:11 United Way’s ALICE Model
30:45 Impact of Workforce Housing on Businesses
31:20 Shoutout to April Atkins
31:54 Public-Private Partnerships in Attainable Housing
33:40 Innovative Housing Solutions in Metro Atlanta
35:46 Mark Murphy’s Housing Efforts
36:55 Brian Goldstone’s Book and Community Impact
38:41 Sponsorship and Community Support
40:01 Looking Forward: Zoning and Community Engagement
46:57 Call to Action: Get Involved
49:38 Conclusion and Acknowledgements

Jack Murphy

Jack Murphy
Jack Murphy

Jack Murphy is a volunteer with The Society of St. Vincent de Paul and is Chair of the North Fulton Improvement Network. He is also in his 21st year of working for the Metro Atlanta Chamber of Commerce.

Prior to the Chamber, Jack worked for and with Fortune 500 companies in operations, human resources, training, and quality areas. Jack was a senior adjunct professor for Quality & Operations Management at Keller Graduate School for 14 years.

He has served on both the National and Georgia Boards of The Society of St. Vincent de Paul, responsible for Diversity, Advocacy, & Systemic Change. Jack is currently the national SVDP chair of Systemic Change and Advocacy.

Jack received a BA in psychology from Belmont Abbey College and a M.Ed. from UNC-Greensboro.  Jack and his wife, Nancy, a retired elementary school principal, have two grown daughters and two grandchildren. They live in Alpharetta, Georgia.

LinkedIn

Nancy Diamond

Nancy Diamond

Nancy Diamond is a Project Manager with Schmit & Associates, a real estate development firm, creating town center revitalization in communities all around the metro area.

Nancy served 8 years as a Roswell City Council Member, including a term as Mayor Pro Tem, with liaison positions with Community Development, Transportation, Recreation & Parks, and Public Safety.

In addition to her work with the North Fulton Improvement Network, Nancy has been active in area non-profit organizations, including board leadership positions in the STAR House Foundation, WellStar North Fulton Hospital, and the Roswell Rotary Club.

A native of Atlanta and a 42-year North Fulton resident, Nancy worked at Turner Broadcasting in the early years of CNN, then became a freelancer in sports television graphics. While raising her two daughters, she worked from home, first developing a corporate gift service and later as a mortgage loan originator.

Nancy and her husband, Glenn, now relish the role of grandparents to Owen.

LinkedIn

Kathy Swahn

Kathy Swahn, President Emeritus, The Drake House
Kathy Swahn

Kathy has resided in the North Fulton area for almost 45 years. She has watched the community evolve from what was “unincorporated Fulton County” to a six-city bustling suburban community. Her history has been marked by a strong emphasis on children: she raised two daughters as a stay-at-home mother, held leadership positions in school PTAs and Girl Scouts, participated in the National Charity League and the North Fulton Council of PTAs, and held the position of chair of the Superintendent’s Advisory Council.

Kathy resumed her career by entering the nonprofit sector. She joined the team at North Fulton Community Charities, running their holiday program, becoming Development Director and successfully managing the $3 million capital campaign for their Elkins Road location. Along the way, she also served on the DFACS Board and chaired the board of the Fulton County Continuum of Care for four years.

After having the opportunity to join in the Greater North Fulton Chamber of Commerce Leadership Program, Kathy was surrounded with a dynamic group of folks who worked to create The Drake House. Since 2004, she served as board chair for the first four years, executive director for nine years, and is now retired. Over those years, The Drake House served over 500 single mothers with over 1,000 children and grew the assets of the organization to over $4 million.

Kathy continues to serve The Drake House on the Advocacy Committee, along with her work for NFIN.

She spends much of her time traveling to the DC area, where her children and grandchildren reside.

LinkedIn

Sponsor for North Fulton Voices: John Ray and North Fulton Business Radio, LLC

The North Fulton Voices show series is proudly sponsored by John Ray Co. and the North Fulton affiliate of Business RadioX®.

John Ray
John Ray

John Ray is a podcast show host and producer and owns North Fulton Business Radio, LLC, the North Fulton (Georgia) affiliate of Business RadioX®.

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

John is the author of the #1 nationally best-selling book, The Generosity Mindset: A Journey to Business Success by Raising Your Confidence, Value, and Prices.

John is the host of North Fulton Business Radio and The Price and Value Journey. North Fulton Business Radio, the longest-running podcast in the North Fulton region of Georgia, features a wide range of business and community leaders. The Price and Value Journey is devoted to solo and small-firm professional services providers and covers issues such as pricing, value, and business development.

Tagged With: ALICE, Alpharetta Comprehensive Plan, April Atkins, attainable housing, Bankers, banking and housing, Brian Goldstone, Business Impact, Civic Participation, community engagement, community planning, Community Reinvestment Act, community support, comprehensive planning, CRA, Housing Advocacy, housing crisis, Housing Data, housing finance, housing policy, Innovative Housing Solutions, Jack Murphy, John Ray, Kathy Swahn, Mark Murphy, Metro Atlanta Housing, missing middle housing, Nancy Diamond, NFIN, North Fulton Forum, North Fulton Improvement Network, North Fulton Voices, Public Awareness, public private partnerships, School Enrollment, Stakeholder Collaboration, Talent and Workforce, United Way, workforce housing, zoning, Zoning Education

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

December 19, 2025 by angishields

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

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

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

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

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

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

Transcript-iconThis transcript is machine transcribed by Sonix

 

TRANSCRIPT

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Janneh Wright: Thank you for having me.

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

 

2025 Greater Perimeter Chamber Holiday Open House

December 18, 2025 by angishields

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Greater Perimeter Business Radio
2025 Greater Perimeter Chamber Holiday Open House
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This episode of Greater Perimeter Business Radio features host Lee Kantor interviewing local business leaders and professionals at the 2025 Greater Perimeter Chamber Holiday Open House. The episode emphasizes the value of networking, collaboration, and community engagement among Greater Perimeter businesses, showcasing how these organizations support wellness, education, and professional growth in the area.

Deveney-WhitleyDeveney Whitley, Waterwalk Hotel

 

 

 

Vic-McCartyVic McCarty, Hemophilia of Georgia

 

 

 

Alex-ColemanAlex Coleman, Energy Works ATL

 

 

 

Andre-AlbrittonAndre Albritton, Networking Only ATL

 

 

 

Don-FarreyDon Farrey, Don The Money Man

 

 

 

Juliette-ColonJuliette Colón, Focal Point

 

 

 

Carlos-BarrowCarlos Barrow, Vino Venue

 

 

 

Abby-Johnson-Leslie-MackAbby Johnson & Leslie Mack, Harmony Nutrition

 

 

 

Episode Highlights

  • Community engagement and involvement in local businesses
  • Business services and development within the Greater Perimeter area
  • Health awareness and wellness initiatives
  • Networking opportunities for professionals and organizations
  • Unique offerings of local businesses, such as extended stay accommodations and holistic wellness services
  • Support for individuals with specific health conditions, including bleeding disorders
  • Financial coaching and management for small and medium-sized businesses
  • Executive coaching and personal development for entrepreneurs
  • Educational approaches to nutrition and health management
  • The role of local chambers of commerce in fostering business connections and community growth

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

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

Lee Kantor: Lee Kantor here. So excited to be broadcasting live at the GPC Holiday Open House. Our first guest today is Deveney Whitley and he is with the Waterwalk Hotel. Welcome, Deveney.

Deveney Whitley: Thank you. Thank you for having me.

Lee Kantor: Well, I’m excited to learn what you’re up. Can you tell us about the Waterwalk Hotel?

Deveney Whitley: Waterwalk by Wyndham Atlanta is a upscale extended stay hotel here in the Greater Perimeter Chamber area. And, um, you know, we try to get a lot of corporate business in-house. We just, you know, try to do a little bit different.

Lee Kantor: So what’s your background? Have you always been in the hotel business?

Deveney Whitley: Well, you know what? It’s funny. I did, uh, my my background began in, um, in law, and, um, I decided not to pursue that, um, avenue anymore after university and I decided, hey, you know what I like? I like people I love serving, so why not?

Lee Kantor: So what was it like to transition into the hotel business?

Deveney Whitley: It was not a difficult transition because my love for people and my, um, my love for service really just supersede, you know, it’s just my personality is who I am. And, um, it just started and, you know, ten years later, here I am.

Lee Kantor: Wow. Ten years. Yes, sir. And as always with the Wyndham. Or have you worked with other hotels?

Deveney Whitley: I’ve worked across several brands and pretty much every, um, you know, position there is from a houseman to a front desk officer manager. And now, you know, we’re running our own property, so.

Lee Kantor: So you’re you’re part of the management team running the hotel.

Deveney Whitley: I am the general manager in charge of.

Lee Kantor: Oh, wow. So what are some kind of. What’s a day in the life look like for you?

Deveney Whitley: Well, you know what a day in the life is always just, um, putting a smile on every guest’s face. It’s not always perfect. Um, but just, you know, just creating that experience and leaving them with that memorable moment and, you know, always leaving them with something to come back and looking forward to with our water brand here in Atlanta.

Lee Kantor: Now, is that something that’s part of the culture where they encourage you to create that memorable moment?

Deveney Whitley: It is a part of Waterwalk’s culture, right? We try to be different. We try to stand up. We try to always, you know, find a way to say yes.

Lee Kantor: Mhm. So how do you kind of, uh, inspire and coach your team to, to have that kind of mindset in order to serve the customer.

Deveney Whitley: Well it starts from the very beginning. You know, the moment they get hired they are um introduced to our culture. And we have a yes culture here at Waterwalk. And we just always try to find a way to, you know, appease our guests and enhance the experience and, you know, continuously provide an exceptional level of service for every guest that comes through our door.

Lee Kantor: Now, do you work a lot with kind of corporations, with their HR team that maybe they have visitors, people coming in, like, how do you attract the business people to your hotel?

Deveney Whitley: 100%. Um, Waterwalk is, uh, is a very diverse module. It’s not a select. It’s an upscale extended stay. And our ideal audience and guest mix is mostly corporate, right? So that’s the traveling nurses and doctors. Um, that’s the corporate people that are relocating to the Atlanta metropolitan area. We try to provide a home away from home, right from our well furnished to our full kitchen. And not only that, smart washers and dryers in every single unit. Can you imagine that?

Lee Kantor: So they they don’t have to go to a laundromat. They don’t have to deal with anything. They can take care of their own business.

Deveney Whitley: You don’t have to put a coin in the machine. You just simply scan and tap your phone and wash your your clothes just like that.

Lee Kantor: Wow. So it sometimes it’s better than their home.

Deveney Whitley: It’s better than their home. You know, we try to be modern. We try to be, um, you know, you know, a little bit better, right? They get everything fully provided by us. Even the detergents in the room, we replenish, you know, the toilet papers, the hand towels we replenish for their entire stay.

Lee Kantor: Now, um, why was it important for you to become part of the chamber?

Deveney Whitley: It was very important to become a part of the chamber because, um, I was brought into this business with understanding the importance of community. And the chamber is just that. Right. Um, I was, you know, I became a member of the chamber of the chamber a year ago. Right? And one year forward. It has just been simply amazing. Right. Um, with Adam being the president, um, page being in charge of the, you know, marketing aspect, I was able to open a lot of doors and sit with a lot of, you know, business owners and managers alike and share ideas and business, right? We have grown so much, and it’s just been an excellent pleasure for me to literally be here and be a part of this movement.

Lee Kantor: Now, if somebody wants to learn more about the Waterwalk, what’s the website? What’s the best way to connect with you?

Deveney Whitley: Please just type in Waterwalk by Wyndham Atlanta and, you know, look us up. You know, give us a call. We’ll happily, you know, give you a tour, tell you more about our product and our property, you know, and just feel free to come on down. It’s always open to, you know, anyone looking for that upscale extended stay experience?

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

Deveney Whitley: You too. Thank you for having me. Have a good one.

Lee Kantor: And we’re back. Next up on the show we have Vic McCarty. He is with Hemophilia of Georgia. Welcome, Vic.

Vic McCarty: Thank you. Thank you for having me.

Lee Kantor: Well, for folks who aren’t familiar, tell us a little bit about Hemophilia of Georgia. How are you serving folks?

Vic McCarty: Um, so we are an organization that serves the entire state of Georgia, border to border and what we call cradle to death. So we serve all ages, children and adults who have a bleeding disorder. So in a layman’s term, easy to understand is your blood does not clot properly. So you’re missing a protein in your blood. So we’ve been in business 53 years, were formed in 1973. Um, and so again, we serve the entire state of Georgia. We kind of have three, um, parts of our organization. We are hemophilia treatment center, which means we provide access to care to folks not only in Georgia, but in about eight states and serve 28 hemophilia treatment centers around the region. Um, in North Carolina, South Carolina, Alabama, Tennessee, Kentucky, Mississippi, Florida. I think I got everybody in Tennessee. Um, and then we also have a pharmacy program. So folks who have inherited blood clotting disorder, um, need to infuse themselves with what we call a factor concentrate product. And that basically replaces that protein in the blood that they’re missing that helps them clot. And then lastly, we are a 501 nonprofit. So we do fundraising events and corporate engagement and stuff for folks to support our programs and our services that we provide.

Lee Kantor: So how many people are afflicted with this?

Vic McCarty: So there’s about 45,000 across the country, and there’s about roughly 2000 in the state of Georgia.

Lee Kantor: So it’s not a super common or is that is that a lot compared to other ailments?

Vic McCarty: It’s actually not a lot. And it’s not very common at all. It’s a very rare genetic inherited linked disorder. Um, you don’t die from hemophilia. You might die from complications of hemophilia. So it’s what we call a manageable illness so you can treat it and care for it. But again, it’s not a terminal. Hemophilia is not an illness that you can die from.

Lee Kantor: Is it something that you get? Uh, it’s recognized that you have it early in your life, and then you’re dealing with it, managing it the rest of your life? Or does it come on at any age?

Vic McCarty: Yep. That’s correct. So, um, typically for our little guys when they are born and and part of the birthing process, um, they’re diagnosed, um, with hemophilia, um, at a very early age, just because a lot of our, our guys go through, um, the, the circumcision. I hate to get kind of graphic, but but that’s how it’s detected. Um, because they don’t stop bleeding. Um, and then, um, our girls, a lot of times we’re both sexes and both genders, um, there’s some easy bruising and prolonged bruising and that kind of stuff.

Lee Kantor: Those are clues.

Vic McCarty: Yeah, those are clues. And then our women, our little girls and our young adults when they start their cycles, of course, that’s when it can be detected. And then sometimes our, our adult women are carriers and they don’t even know it. So sometimes our women are carriers and don’t know it. And then when they start having children and childbirth, then it’s detected and then a woman becomes a carrier, right.

Lee Kantor: And then, um, so is most of your work treating the folks or is it kind of evangelizing and trying to fundraise around it or a mixture.

Vic McCarty: Yeah, it’s it’s a mixture. And a lot of our work is providing educational resources for our folks because as you can imagine, a woman who’s a carer that doesn’t realize it then has a child who has hemophilia or.

Lee Kantor: They.

Vic McCarty: Feel bad. Imagine what kind of shock that is because you’re like, what am I? What? So a lot of our programing is around providing educational resources, helping people understand what it means to live with bleeding disorder. Then we are advocates and leaders in treatment and care. And across those regions that I talked about. Um, and then we do some fundraising as a nonprofit, 501 three. We do some fundraising and help support some of the things that we do. Um, the, the things that we raise money for currently are scholarship, research and then global impact. And those are kind of our three focus areas and our buckets of what we do to raise dollars from a fundraising perspective.

Lee Kantor: So, um, what’s your role in the organization?

Vic McCarty: So I’m the chief community engagement officer. Um, so I manage all of the fundraising and corporate stakeholder engagement. Um, I manage all of the communications and, uh, website, anything, print collateral, brand integrity, all that. And then I manage the team that provides all those educational programs that we provide to families. And those may be family nights. They may be teen retreat, our family camp program, our camp 1:00 program, which is our summer camp we’ve been doing for over 30 years. That falls under my umbrella, too. So I’m community facing, right? Um, and my role is really to educate and promote and create awareness in throughout Georgia. Really. And so I’m, I’m kind of all over the place all the time.

Lee Kantor: So what is, um, your background? Have you always been involved in association leadership?

Vic McCarty: I have, um, I’ve been doing nonprofit work for 25 years and fundraising most of those most of that time. Um, I’ve always been in a mission oriented service delivery, give back kind of career. Um, and so it’s really kind of, I think it’s all I ever really know and have done.

Lee Kantor: So any advice for the other association leaders out there when it comes to this type of, uh, Proving community engagement. Are there some do’s and don’ts that you recommend other folks think about?

Vic McCarty: Yeah, I think for us, what has been successful for us is really having the heartfelt mission heart right and being able to tell your story and impact of your story. Because when you’re able to tell your story about how you affect people in your community and what you do for your community, I think that’s how people rally around you and will support you and come to come to the table.

Lee Kantor: And then, uh, what do you need more of? How can we help you?

Vic McCarty: I mean, we’re we of course, we always need funding for the things that we do. Um, and again, and some of those buckets that I talked about in some of those areas of focus areas, we are always looking for volunteers. Um, we have many programs that need volunteers, particularly our camp program in the summer. It’s the full second full week in June this summer, and we camp with we partner with Camp Twin Lakes over at the Jago site in Winder. And so we’re always needing volunteers. We need volunteers to come in and help us with some office stuff, preparing for some tasks that we do. Um, so it’s really volunteers and donations. And then, you know, we’re always looking for people that are cheerleaders, cheerleaders and stakeholders and can tell our story throughout the community and make sure people understand who we are as an organization.

Lee Kantor: Now, why was it important for you to become part of the chamber?

Vic McCarty: Um, for me, it’s just developing our again, it goes back to the promotion, awareness of who we are and making sure people understand that we have a presence in Georgia. You know, we’ve been in business for 53 years, and I run across people on a daily basis that either don’t know who we are or don’t even know that an organization like ours existed. Um, and so for me, it’s the networking and the community engagement. Part of my role is to be part of the chamber, um, particularly, you know, the Greater Perimeter Chamber where we can network with people. We can get people to understand who we are as an organization. We’re just up the road off Roswell Road. So we’re we’re part of, you know, the Sandy Springs community and perimeter community. Um, and so it’s really just an opportunity for us to tell our story and make sure people know who we are.

Lee Kantor: And if somebody wants to learn more, what’s a website? What’s the best way to connect?

Vic McCarty: So the best way to reach us is our website is Hogwarts. So hemophilia Georgia, but just abbreviate Hogwarts. Um, and then our phone number, you can call um and basically ask any questions that you need to. But it’s (770) 518-8272.

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

Vic McCarty: Absolutely. Thank you for having me.

Lee Kantor: And we’re back. Next up we have Alex Coleman who is with Energy Works ATL. Welcome, Alex.

Alex Coleman: Thank you very much Lee.

Lee Kantor: Well, I’m excited to learn, uh, what you’re up to tell us about Energy Works ATL how you serving folks.

Alex Coleman: So we are a holistic family center in Sandy Springs. And what that means is we look at the person as a whole, body, mind, spirit and community, and we create a safe space for people to come and give their wellness a different try. What that means is massage therapy is not a luxury. It’s a therapy, and it addresses everything that your body needs, not only physically but also emotionally. Um, we have a psychology on staff that manages all the mental health parts. So if someone needs to talk to someone, we have that at the same place. We do a lot of events that teach mindfulness, that teach people skills to how better deal with stress. Stress is big now and it comes from my story. I didn’t know how to process stress. I was in corporate America for 25 years and it nearly killed me. And what killed me was my inability to process stress. And that’s what we created at Energy Works Seattle, an environment where people can come and learn how to deal and process with that stress that is Every day, every hour, every minute of our lives.

Lee Kantor: So is this your company?

Alex Coleman: It is my company.

Lee Kantor: So what was it like kind of beginning and starting this from coming from a corporate background? That must have been scary. A little bit, right?

Alex Coleman: It was very scary. It was leaving everything that I knew. 25 year career for something that I loved. And I had no idea how to do it. Just the passion to do it right. And I, um, as I share with you, stress nearly killed me. Um, 2017, I was 185 pounds and my entire body hurt. Walking hurt. Sitting hurt. Moving hurt. And I did what I do. When you hurt, you go to the doctor. And they were giving me prescriptions to address the symptoms. So I was taking 13 prescriptions on a regular basis, with a handful more as needed, with multiple diagnoses and my body was shutting down. It was just yelling at me that I needed to make changes, and I didn’t know what it was. I didn’t know how to listen to my body. So what we do is that reconnection between my mind and body so that people can understand what is going on and process what is going on, and not just keep carrying it.

Lee Kantor: And is there any advice you can give our listener right now? Is there something they can do right now as they’re listening to become more mindful or to become less stressed? Is there a breathing exercise or something you could share?

Speaker6: That is what I was going to say.

Alex Coleman: Just start with a nice deep breath. We do shallow breathing day in and day out. When I say take a nice deep breath in is strengthen your back and when you breathe in, allow your abdomen to expand. Feel your lungs as much as you can. When you think you cannot get anymore, try to get a little bit more. Hold the breath for four seconds and then just let it out slowly through your mouth. When you breathe mindfully for two minutes, your brain doesn’t have any other alternative than regulate. So if you’re having a hard day, if you’re dealing with anxiety, if you’re having a panic attack, just put a timer and start breathing deeply. That’s that’s the tool that we all have handy every day of our lives.

Lee Kantor: Now, why was it important for you to become part of the chamber bringing awareness?

Alex Coleman: So it’s not just a massage place. It’s not a mental health place. We’re not a clinic. We are a safe space where we try to educate people how to take care of their lives, how to take care of their wellness, how to be able to translate this very busy life that we live on a more calm manner so that it doesn’t affect you, and you can be full and recharged for the people that matters to you. Because what we do is we give out all day long. And so there is nothing else to give. And then when there is nothing else to give, you are so depleted. The only thing you want to do is lie down in bed and go to sleep. And you’re not even giving your body what it needs. You need movement. You need. You need breathwork. You need to be able to listen to your body. So meditation is very important. When I started meditating, I couldn’t stay focused more than 2 or 3 minutes and I hated it. And I started with just YouTube meditations and got in the habit of doing guided meditations to a point that I was able to do it completely, but it took me few months, several months until I felt comfortable going through a full meditation. And it’s just like when you it’s like that room that you have in your house, that it’s where you put everything that you don’t want on site. And when you open the door, everything is still there. That’s meditation. It’s going through that room and emptying it and saying, okay, I’m opening space for new things to come and allow all that energy to flow.

Lee Kantor: So if somebody wants to learn more, is there a website? Is there a way to connect with you?

Alex Coleman: So our website is Energy Works. Com. You can follow us on social media. We are on Instagram and YouTube. And just take time for yourself. Just give yourself that treat of wellness.

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

Alex Coleman: Thank you very much, Lee.

Lee Kantor: And we’re back at the GPC Holiday Open House. So excited to be talking to my next guest, Andre Albritton with Networking only ATL. Welcome, Andre.

Andre Albritton: Hey, Lee, thanks for having me on the show.

Lee Kantor: Well, I’m excited to learn what you’re up to. Uh, tell us about networking only ATL.

Andre Albritton: Yeah. So networking only ATL is a brand I started probably like late March. And essentially what I do is I send out a Sunday newsletter. It’s for free, it’s for business and creative professionals, and on any given week it’s about good 60 to 80 events listed for everyone. So that includes Chamber of Commerce events like the Greater Perimeter ones. It include general networking, industry focused seminars, conferences, expo summits, all the fun jazz of being a professional in the city.

Lee Kantor: So you’re the place to go to know about all the events.

Andre Albritton: I’m hoping to be. Yeah.

Lee Kantor: So how’d you get this idea?

Andre Albritton: So, in all honesty, I have a bad habit. So my other job is I’m an independent adjuster. So, like, those guys who, like, walk on roofs for claims for insurance companies. But this year, first year since 2015, we haven’t had any hurricanes. So I’ve been a little bit bored. So I kind of started because I tend to get bored. And when I get bored, I’ll start a brand, grow it because, you know, being an entrepreneur or entrepreneur, to be more specific, it’s just kind of nice to create something and see it grow, see you help people. And that’s really why I created this one. And essentially like in Atlanta, you can go to an event, it says networking, but you find out it’s a big party. It’s like I’m not sure how to networking this thing at all, hence the name networking only.

Lee Kantor: So, um, do you have any advice for folks out there on ways to network? Are there good ways, bad ways? Are there some things that you recommend people doing to get the most out of a networking event?

Andre Albritton: You know, I’ll say two major things. One, keep going to the event. I think that’s the a big misconception. People feel like if they go to the event, they will get this million dollar business deal the first night and then go walk out like a millionaire. Doesn’t work like that at all. So always keep going to the events, learn what people want, learn how to help people. So always lead with value at all times. And even if you guys don’t do business, is really okay because I always tell people when you go to these events, you probably won’t be doing business with the person you meet, but they might know someone. So at all times always still bring out your value. And then the second tip I mentioned is kind of how I research my events for the newsletter. So for example, if an event says it starts at 9 p.m., it’s probably a party. So I say, hey, research the events, see who the group is, see who’s on the board, see if there’s anyone there that you actually want to talk to, and see if that’s an event for you. So just do a little bit more prior research before you go and click the button say I’m going to go to this event.

Lee Kantor: Right. So it’s a good idea to do research before attending any event, just to kind of get the lay of the land and see if there’s anybody there that’s worth kind of meeting.

Andre Albritton: Yeah. Yeah, exactly. Because, you know, we have a lot of events and this is Atlanta is a busy city. Business is everywhere. But just because you go to an event might not be the event for you. So another one might be. So it takes a little bit of time to explore and research.

Lee Kantor: So how did you land on joining this chamber? What were they doing that attracted you to them?

Andre Albritton: I guess since I have a little bit of a cheat sheet. So I’m a little data nerd. So when I sent out the newsletter, I’m looking at the clicks. This chamber tends to get the most clicks out of all the chambers. So that stuck out to me automatically. And I’ll say with page handling the social media side. That helped a lot too. And most importantly, it’s a warm, welcoming community. So I think that’s what really did it for me because it was pretty inviting. They want to see you network. And I’ve been to a few groups. It’s like you go to the event and you might be kind of by yourself a little bit. And sometimes the board will come and see you, chat with you, introduce you to someone. Sometimes they won’t. For the Greater Perimeter side, they’ve been really great about that and making sure they put focus on their members.

Lee Kantor: Now, um, when you’re at this event. So we’re here at the holiday party. Is this an appropriate place to network, or is this a place that where you say, you know what, I’m just here to have a good time and, you know, end of the year kind of thing.

Andre Albritton: For me, it’s going to be both. But no, that’s a good point you bring up because, you know, it’s holiday party season. And I would say if I didn’t know anyone, it’d be a little bit hard for me to network because, you know, I feel like when people come to these events, it’s like the end of the year, let your hair hang down. You know, my hair’s not hanging down, but, you know, it’s like they want to have fun. So it’s like, okay, might not be the best time if I’m new. If I was brand new, I probably wouldn’t come out to it. But if I was, you know, some people. Yeah, I’m definitely coming out because I have a chance to talk to people. We have some good food with my Christmas sweater. Yeah, it’s just a good time.

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

Andre Albritton: The best way to help me is just share the newsletter with someone. Um, so like I said, the newsletter is for free. Anyone can sign up, and it’s a good 80 to 100 events for a weekly email list at this point. And I’m also on the website. I have the conferences and summits all listed up for 2026.

Lee Kantor: And then, uh, the website. What is the coordinates? Are you on socials as well? So give us whatever kind of the best way to connect.

Andre Albritton: Uh, best way to connect is on Instagram. Um, tag handle is networking only ATL or visit the website at w-w-w only ATL.

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

Andre Albritton: I appreciate you, Lee. Thank you.

Lee Kantor: Back at the GPC Holiday Open House. So excited to be talking to my next guest Don the Money Man Farrey. Welcome, Don.

Don Farrey: Hi. Thank you for having me.

Lee Kantor: Well, I’m excited to be talking to a financial coach. That is information everybody needs. Uh, tell me a little bit about your practice.

Don Farrey: Well, I started earlier this year, and it’s a fractional chief financial officer, uh, business. And I provide, uh, you know, high level advice to small to medium sized businesses, try to help them understand where their money is going. How come they don’t have as much sales in the bank that they wish that they did? Uh, try to help them reduce expenses, uh, grow sales through sort of out of the box marketing ideas and also, uh, explain their financials in terms that they can really understand now.

Lee Kantor: So you’re a CPA though, correct. But you’re focused primarily on business owners. Correct. And then were you was that always your practice or is this kind of, uh, a an extension of what you had been doing?

Don Farrey: Well, it’s an extension of my experience working 30 plus years in real estate development, property management and construction, as well as being a controller of other businesses. And I’ve had my own companies as well, so I understand the need to market and get your name out there and think in ways that you can do things inexpensively, but still, you know, retain clients and gain clients.

Lee Kantor: So so you have kind of the been there, done that background as well as the, uh, kind of the CPA credentials so that, you know, kind of the nuts and bolts of that side as well. Yes. But you’re not interested in doing my taxes. You’re more interested in consulting with me about growing my business.

Don Farrey: Well, one of the things that happened with my clients is that they want me to do their taxes.

Lee Kantor: So is that a necessary evil or you don’t want to do or you’re stuck doing now?

Don Farrey: It’s not really. You know, there are people that are expert in taxes. You know, I can get people through taxes and certainly consult with people. If I come across a situation that’s really hard for me to, to, uh, get through.

Lee Kantor: Right. But the value you’re providing to most of your clients nowadays is kind of this financial coaching. So you can help them kind of get their act together so that the tax part, you wouldn’t mind if somebody else did that part.

Don Farrey: Correct. Yeah. In fact, I’ve got one fellow that’s, you know, just started in business, uh, knows his business really well, but doesn’t understand, you know, financials at all. And so I’m helping him with budgeting and understanding what his financials tell him and how much he can afford to do things. And then I met with a new client today that’s got four very successful businesses, but he wants those rolled up into sort of an overall view of what’s going on. What’s my cash flow, you know, how am I doing percentage wise with compared to other businesses.

Lee Kantor: Now, are you a good resource for the person that wants to exit their business and is thinking, okay, in 5 to 10 years I’d like to exit, but maybe I should get my financial house in order and work with an expert that can really, you know, make me look as attractive as possible down the road.

Don Farrey: Yes, I’ve actually done that with several businesses that I’ve been exposed to, you know, in the past. So the the best part or the most important part is to get finances in order. Very clean, very understandable, everything in the right place so that when they go to present to potential buyers, the buyers can’t find anything wrong to try to reduce the price on them.

Lee Kantor: So what’s some advice for that business owner looking to exit? Are there some do’s and don’ts that you would recommend? You know, like a year before you’re about to sell?

Don Farrey: Uh, yes. Don’t put put personal expenses in your business expenses. And make sure that.

Lee Kantor: Does that happen. More like you were laughing about it. But is that something that happens more times than you think?

Don Farrey: Yeah, it happens frequently. Sometimes people intermix, you know, their personal expenses with their business expenses, and then that makes it tough for the CPA, who’s doing their taxes at the end of the year to pull those out and get their taxes done. So it ends up costing the person in the end having mixed expenses in their in their financials. So it’s just better if they, you know, have a separate bank account for the business, keep it clean, separate credit card for the business. If they, they, uh, need a credit card for the business or a debit card. And then that way, you know, the only thing that the CPA gets to do their taxes is clean, you know, clean information. What I see a lot, though, is that many businesses, you know, hire a bookkeeper and the bookkeeper puts things where they think they should be. But, you know, I’ll often see things that are like refunds posted to income and they shouldn’t be and loan, you know, proceeds, you know, book to income when they should be a liability. So there’s just things like that that happen frequently.

Lee Kantor: Now, um, if you were starting a business from scratch, what would be the first thing you did from an accounting standpoint to make sure that you’re off in the right way?

Don Farrey: Well, get yourself set up to where you limit your liability. So an LLC of some kind is highly recommended. Uh, you don’t want to have exposure to being sued. If you’re out and about and have an accident or something, or one of your employees is involved in something where you could be sued. So you want to protect your personal assets. So you want to have the right structure for your business. And then, like I mentioned earlier, separate bank accounts, separate credit cards and then conduct business. You know, uh, bring in new sales, market yourself, network and that type of thing.

Lee Kantor: Now, why was it important for you to become part of the chamber?

Don Farrey: Uh. Well, I was looking at it as a way to, uh, grow my business, meet people, have resources. If I came across somebody who needed something, uh, I’ve sent referrals to people that, uh, I know that I don’t do business with, um, but because I think that’s just sort of part of what a good person should do. And so if I can help another person’s business, I’ll try what I can to make that happen.

Lee Kantor: Now for you, um, do you have kind of a sweet spot or an industry that is a good, uh, referral for you? Is there a type of client that you’re looking to have more of?

Don Farrey: Well, interestingly enough, real estate would be a great real estate oriented client. Would be great because that’s like.

Lee Kantor: A realtor, somebody that’s.

Don Farrey: Know more so of a property management or development company. Because I’ve got so much experience in that area. But interestingly enough, um, my one of my clients is a tire center, and I worked at a tire center in college, so I had experience. There you go. Knowing how to change tires and oil and all that.

Lee Kantor: You could relate to that.

Don Farrey: And then, uh, another client of mine already owned, uh, promotional products company said, well, what do you know about promotional products? I said, I buy them.

Lee Kantor: Yeah, I’ve used them. I have a pen.

Don Farrey: And then the fellow that I met with today, he, you know, he has an oil and gas distribution business. And my dad did that. Oh, wow. When I was a kid. So I had experience with that as well. So so it’s amazing how much your younger life.

Lee Kantor: Right.

Don Farrey: That helps you in your older life.

Lee Kantor: You never know.

Don Farrey: No you don’t.

Lee Kantor: Um, so if somebody wants to learn more and have a more substantive conversation with you, what is the website? What’s the best way to connect?

Don Farrey: Uh, my website is down the Moneyman comm. Or they can email me at Don at Moneyman comm.

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

Don Farrey: Thank you very much.

Lee Kantor: And we’re back at the GPC Holiday Open House. So excited to be talking to my next guest, Juliette Colón with Focal Point. Welcome.

Juliette Colón: Thank you.

Lee Kantor: Well, uh, for folks who aren’t familiar with Focal Point, tell us a little bit about how you’re serving folks.

Juliette Colón: Focal Point was started about 21 years ago, co-founded by Brian Tracy. He’s a well-known sales and management guru. He’s written over 70 books, and he has a proven methodology. And I know that because I listened to him many years ago and doubled my income by following his training.

Lee Kantor: There you go. And then so with your background always in executive coaching.

Juliette Colón: Throughout my career I have been the one training, coaching, mentoring, developing. So it looks like I have a kind of a knack for that now.

Lee Kantor: Um, when did you realize that you were good at it? Did something happen that you were able to help someone get to a new level or, somebody who are mentoring, you know, said, hey, great job. Thank you so much. Like, when did you kind of believe that you could pull this off?

Juliette Colón: Pretty early on, even before I started a career, I worked in retail. I was an assistant manager, and I was all of a sudden just telling people, you can do this. You know, what do you want from your career and helping people get promoted? So that was pretty quick. And I just have that desire to help and be of service. And I think that comes from my parents now.

Lee Kantor: Um, being part of focal point, focal points, a franchise. Was that a difficult decision to say, okay, I’m going to own my own business?

Juliette Colón: No, not at all. Um, and it’s because I worked for corporate America 21 years sales leadership, management. It’s where I really cut my teeth. Then I had my own business for ten years. I managed two, actually. I owned and managed two salon suites locations, and I mentored and coached my hairstylist beauty professional clients. Then I sold the business in January, didn’t know what I was going to do, and looked at different franchises. When I heard Brian Tracy was involved, it was a no brainer, right?

Lee Kantor: And then so when you joined Focal Point and was, is it something that when you’re part of a franchise like that, that you just can show up and say, I’m with focal Point and people hire you, or you still have to do some of the selling.

Juliette Colón: You absolutely have to let you have to find out what they who they are, what they need, and see if what you have can be of benefit to them. Because we really don’t sell. People either want coaching or don’t. It’s not something like, I’m going to go shopping for a coach.

Lee Kantor: Now, is there kind of a any symptoms or signals that a person in their own life is having, where maybe a coach is the right move for them? Like, are there some clues for an individual to know when, hey, maybe I should call a coach because some people I would imagine coaching is out there and people know it exists, but they don’t think that it exists for them. Maybe.

Juliette Colón: Personally, I think you’re completely correct. Um, for an example, a small business owner, they feel like the business owns them. They’re working 70 hour weeks. They don’t feel like they can take a day off or take a vacation. I was there, I understand that, um, so I can help them clarify their goals. We facilitate and help them with a strategic plan, help execute, and then we deliver accelerated, tangible results. Because at the end of the day, we have to deliver results. We even have a guarantee.

Lee Kantor: Oh, wow. So then is is there a kind of a niche that you work in because your career has been, uh, so broad, or do you have a sweet spot on the type of people that you like to work with?

Juliette Colón: I think because of my last ten years as a small business owner, I have a sweet spot in my heart for small business owners. Um, it’s. I was a solopreneur. You feel very alone and sometimes isolated, and I didn’t have people that I knew at my level that were business owners. So I think I can really help and impact them in a very positive way.

Lee Kantor: And is there kind of a early point of entry, like what’s the the first way people start working with you?

Juliette Colón: Um, there’s many different ways. I mean, for example, I do workshops, so they might come to a workshop and then, you know, talk to me a little bit more about what they are thinking they might need assistance with. Um, um, just meeting people. You know, we have conversations if they’re interested in further conversation. I had a great conversation this morning with a financial advisor who has a couple of other things going, and he wants to meet me and his partner because he has a new side gig. It’s a new business, and he wants me to help them.

Lee Kantor: And then are you a good, uh, as part of the service, kind of an accountability partner to help hold people accountable to maybe some of the things that they’d like to do but just never get around to.

Juliette Colón: Thank you for saying that, because that is a huge part. I’m working with a husband wife photography team and they are thanking me for the accountability. I’ve helped them. They say almost forced them to grow. So things are going well.

Lee Kantor: I’m sure things are going well. The best way to connect with Juliette is through her website, juliette.com, or by emailing her at Jay at. Juliette, thank you so much for sharing your story today.

Lee Kantor: And we’re back at the GPC Holiday Open House. So excited to be talking to my next guest Carlos Barrow with Vino Venue. Welcome.

Carlos Barrow: Thank you for having me.

Lee Kantor: Well, I’m excited to learn what you’re up to. Tell us about Vino Venue.

Carlos Barrow: So Vino Venue is just a really cool place. We do everything related to wine. We are wine retail store. We’re a wine bar, so you can come and grab a drink, get something to eat, hang out and then buy any of the many, many bottles of wine that we have in there. And then we have another bucket where we do events and classes. So we do cooking classes, wine classes, private events, kind of corporate events, corporate retreats. You know, we do cooking competitions, team building, that type of thing.

Lee Kantor: So so what’s your background? How’d you get involved in this line of work?

Carlos Barrow: So it was quite by accident, actually. I just moved to Atlanta from LA and I was looking for a wine bar. I have a wine bar in every city, and I searched one place and it didn’t quite work out. And then I found vino venue on Google, and I went and the owner, Emily Mandika, she was just so welcoming to me and my wife, and we had an amazing time. And I went back there every day for like two months. And we just kept talking. And one day she was like, you know, I need somebody to help me manage this place. And I was like, that’s great, because I need a place to manage. So the rest is history.

Lee Kantor: So you in other places you’ve lived, you’ve found kind of your place.

Carlos Barrow: I’ve always had a place. Uh, I’m in hospitality. I’ve been in hospitality for the last 16 years I worked in fine dining and resorts, mostly, um, but so the opportunity to get into a side of things I hadn’t really experienced before, meaning wine was just like, it’s too compelling to pass up.

Lee Kantor: So now when you when you take on kind of, um, an opportunity like this one here in Atlanta, how what are you looking forward to elevate kind of the experience to get it to the way you would like it to be in your mind?

Carlos Barrow: I think for us, it’s it’s about opening the community of wine to everyone. Like wine is not just for a certain type of people or certain economic status. It’s so amazing. Um, and it’s not just drinking. It’s it’s something you do with the community. And that’s what we’re really seeking to do. And that’s why we have the educational classes. Uh, we do certifications in wine. It’s really to get anybody interested, like access.

Lee Kantor: So what’s the typical kind of entry point for someone to enter into this world? Because obviously for you it made a mark, right? Like there was something happened and it clicked. And you’re like, I really like this. I want to immerse myself in this community. How do you kind of bring in a new person into the community?

Carlos Barrow: I think it starts with curiosity. Um, you just taste this. Do you like it? And let’s figure out why. And then, if you like this, how about we try something else over here? And, you know, you just discover things through experience. Um, so I think that’s the best way.

Lee Kantor: Because wine is one of those things where there is so much nuance. And it’s not like a wine isn’t a wine that’s a wine. It’s not like you buy a Coca Cola that tastes the same every time. Right there, every bottle, every region, every. There’s so much kind of subtle differences. And the more you get into it, the more you kind of appreciate that the individuality of each of the wines. How does. So curiosity is the entry point you think?

Carlos Barrow: Curiosity is the entry point. And also so we have these little machines, we call them enigmatic machines. And basically you can put a bunch of different wines in there. You give you a little card, you preload it with money and you know, you get to taste a bunch of different wines. Um, and what’s cool about that is we have these little kind of info cards above each wine, so it’ll say where it’s from, you know, the type of wine it is and the type of flavors you should smell or taste.

Carlos Barrow: And when people go around like, you know, you bring your date or you have your friends, you can just see them, like discovering they like, taste it. And I’m like, oh yeah, I kind of taste the peach or the pear. You know, they they kind of discover how wine works, like as they go. And it’s really cool to see.

Lee Kantor: So then the experience kind of unlocks different things because they can really quickly understand some of the subtlety and maybe pick up some of those subtle things that if someone was just drinking glass after glass, they wouldn’t really be able to kind of appreciate.

Carlos Barrow: And then they come to a tasting or they come to one of our wine classes and you get to learn more and more, and then your appreciation grows, and then they come and say, well, now I have a wine, Carlos. I love Gamay, that grape from France.

Lee Kantor: And then you start saying, okay, maybe I like this aspect of it. Is there another wine that has similar aspects? And then you can taste that and you’re like, okay, this type of thing is my is the one I’m looking for. And that way I can seek that out.

Carlos Barrow: Yeah. And I’ve met so many people that way. But I do want to say equally, I have met people that came in and said, I’m going to a family dinner or gathering and I need a wine, and they like reds. You know what I mean? Right.

Lee Kantor: But reds is, you know, that’s.

Carlos Barrow: So you find that entry point and then you say, well try this. And they’ve I’ve had people come back and say, everybody loved that wine, right. And again, that’s now that.

Lee Kantor: Becomes my go to. And then that’s the one I bring.

Carlos Barrow: Yeah. And it’s it’s equally cool right.

Lee Kantor: It must be so rewarding to have that light bulb go off that aha of oh I, I get it now why people are so obsessed by this.

Carlos Barrow: Yep. And I think it’s working so well because now we’re entering into catering. Mhm. So we can go offsite you know bring food. We can also bring wine. And now we can do tastings for you at your office or at your home. You know like depending on the event. Um, and that’s just like another way for us to, to reach the community where if you can’t come to us, we’ll come to you, and you can have these same experiences.

Lee Kantor: And and these are elevated experiences. These aren’t just kind of run of the mill that if you went to a liquor store, they’d give you a bottle of wine. Right.

Carlos Barrow: Well, you know, we have we have a little flair. Every person that works for us has to be level one certified, and that means they have a level of knowledge that they can answer any of the basic questions. And what that does is it makes it makes the guest comfortable. Right. Well, let me ask them. Let me ask you this. Oh, you’re just a server. But you still know this much about wine, right? It makes them feel comfortable and it elevates the experience without without having to do a lot of extra stuff around it. You know what I mean?

Lee Kantor: Now, do you work with restaurants or people that are waitstaff, um, to teach them kind of the basics or some of the kind of go to, um, you know, just basic information about wine, you know, for the people that are curious that say, you know what? This is going to help my career if I do a deep dive in this and I get level one, two, three certified. That’s good for my wallet.

Carlos Barrow: It that is so true and is something that we definitely offer to all of our staff, like, hey, because we are Emily, our owner, you know, she’s level four certified. Normally you go up to three. She went the extra mile, got certified overachiever. Exactly. Uh, and what she does is she does this wonderful thing where she offers everyone that works for her the opportunity to take each certification. Um, she’ll give them the materials for free. They come and they study, and.

Lee Kantor: That’s a huge perk. I mean, that’s I mean, that can impact your livelihood.

Carlos Barrow: Well, yeah, because they help us. And when they come to work, we want to help.

Lee Kantor: Everybody wins.

Carlos Barrow: Right, exactly. And then they can go on afterwards and do so much more of their careers. Mhm. Um I think it helps everybody. And it’s a wonderful opportunity that she’s offering to everyone.

Lee Kantor: Now why was it important for you to become part of the chamber community.

Carlos Barrow: So the chamber is so amazing because it I think it just takes all of the businesses in a community and it brings us together. Uh, so not only can people that are searching for us find us in this one place, we can also find each other and we can work together. And it just creates such a robust community and so many connections and opportunities for collaboration. Um, I think you can’t get any better than that.

Lee Kantor: So if somebody wants to learn more about vino venue, where what’s the website? What’s the best way to connect?

Carlos Barrow: Find us at com. Uh, we are just off Shamley Dunwoody. Dunwoody road, um, in the same place as the Kroger. So there’s plenty of free parking. Um, but. Yeah. Com or email me at Carlos. Com. I’ll answer any questions. Come have a glass of wine with me.

Lee Kantor: All right. Carlos. Well, thank you so much for sharing your story, doing such important work. And we appreciate you.

Carlos Barrow: Thank you. I appreciate you for having me.

Lee Kantor: And we’re back at the GPB Holiday Open House. So excited to be talking to my next guests, Abby Johnson and Leslie Mack with Harmony nutrition. Welcome.

Abby Johnson: Thank you for having us.

Lee Kantor: Well, for folks who aren’t familiar, tell us a little bit about Harmony nutrition. How you serving folks?

Abby Johnson: Yeah, absolutely. So Harmony nutrition is a nutrition practice. Um, we are a group of registered dietitians, and our tagline is A body and Harmony performs at its best. So we try to help people achieve their best optimal health through food, through the belief that food truly is medicine. And we have 12 different specialties under our roof. So everything from autoimmune conditions, weight management, pediatrics, eating disorders. So, um, whatever someone’s coming in for, we try to match them with the specialist that can help them. And um.

Leslie Mack: And I’ll add on a little bit to that. Um, we do cover all age groups. So anywhere from babies up till seniors. Um, and we are also a network with most major insurance companies. So it is an affordable and accessible option for most and fully covered in most insurance plans. Um, and we just opened our new location in Sandy Springs, and we have a new opening, grand opening coming up next week. And we also have an office location in Alpharetta and do virtual appointments as well.

Lee Kantor: So what is the, um, signal or symptom that someone is having where they’re like, you know what, maybe a nutrition expert is the one I should be contacting, not, you know, googling this.

Leslie Mack: Excellent question. That is a good question.

Abby Johnson: So I would say that there’s some obvious ones out there, but there’s also some less obvious ones. I think oftentimes when people think of a dietician, they’re like, oh, you know, you help people lose weight, which which is a thing that we do. But there are things that can also be tied to nutrition that I think a lot of times people don’t make that connection. So things like, um, migraines, eczema, um Bloating GI issues that haven’t been resolved through through medical management. So those things can all be at least helped, um, through through nutrition. So there’s not one single symptom. I would say it’s a variety of things. Anything else that comes to mind for you, Leslie?

Leslie Mack: Um, I think what makes a dietitian unique is that we are able to kind of be very individualized and, um, integrative with our approach. Um, and so we really listen to kind of all the levels or layers of, of nutrition needs and address those individually. Um, I think the other very cool thing is we have time to kind of work on more of the how to execute, right? Like, how do we put this in action? Not just here’s the recommendation. And I think that’s what’s also very helpful for our clients and patients.

Lee Kantor: Now I’m very pro nutrition. And what you’re doing I think is super important. And I don’t think people understand or appreciate it enough because I have a big bias for you and what you’re all doing.

Abby Johnson: Well thank you.

Lee Kantor: We have I have a relative and he told me he’s like, I take an antacid every day.

Abby Johnson: Mhm.

Lee Kantor: And in my head I’m like, that doesn’t sound like a good idea that something is wrong.

Abby Johnson: Yes.

Lee Kantor: And I don’t think and, and I wasn’t educated enough now that I am to think, oh you should probably. Why don’t you call a nutritionist? Like that wasn’t my go to thinking. Yeah, but somebody who has a symptom like that, or a behavior like that is somebody that maybe should contact you. Absolutely.

Abby Johnson: Yep. Yeah.

Leslie Mack: Um, I think sometimes, um, we get a lot of things to treat the symptom instead of fix the root cause. And, uh, as dietitians, I think we really work to kind of rebuild food relationship and food practices and lifestyle habits to reduce some of those symptoms, like reflux or something that presents instead of just saying, here, let’s add a medication.

Lee Kantor: Right. And especially when there are, you know, quote unquote, medications like an antacid where they can buy a barrel full like a Costco. And then that seems like normal. Like, oh, I’ll just get this. And my problem solved. Correct. But you’re never solving the problem.

Leslie Mack: Correct. And maybe making it worse over time. Yes. Yeah. Yep.

Lee Kantor: So do you spend most of your time kind of educating? Is that kind of the mode you’re in in a lot of the times, is just explaining how your relationship with food can contribute to a lot of things that maybe are not thrilled about.

Leslie Mack: Yes.

Abby Johnson: Yeah. We spend a lot of time on education, but we we also spend a lot of time, I think, making connections between symptoms or things that patients may not often pick up on. So when we do our initial appointment, it takes an hour and 15 minutes because it takes a long time to learn someone’s whole story. So you have to know, okay, you might have a symptom that resembles acid reflux, but let’s go back to the beginning of when did this start? What else was happening at the time that it started. Um, what is your diet consisting of like? So, you know, there could be a stressful event that triggered GI issues. And that’s also when our migraines started. So you have to kind.

Lee Kantor: Of be a detective.

Abby Johnson: You do a food detective is a perfect way of explaining what we do, but it’s listening to people’s story and then understanding how food may play a role in some of the things that they’re experiencing. So it’s a little bit of both storytelling, education, making connections, all of those things.

Lee Kantor: Now, do you do any testing to like kind of see if there’s any food sensitivity issues that, you know, I’ve been eating this all my life and maybe I shouldn’t be, because maybe that’s a trigger for things that are not great for me.

Abby Johnson: Yeah. So we offer a lot of different types of functional testing. So we have food sensitivity testing. We have gut testing. We do micronutrient testing. Um, so there’s a lot of different things that we offer. I think that what sets us apart from some Uh, other maybe forms of, um, you know, integrative practice is we really try to listen to the whole story first and make sure that that level of testing is actually necessary because none of that stuff is covered by insurance. So if I can easily identify, like, hey, I think this food might be triggering your problem, let’s try eliminating this first. I will do that. Um, the testing is a nice tool that we keep in our pocket, but, you know, hey, if this plan that I had didn’t work, then our plan B would be to let’s go to some additional testing and try to find out what’s triggering you, um, and whatnot. So we have all different layers of how to practice.

Lee Kantor: So now why’d you become part of the chamber community?

Leslie Mack: Great question. Um, I think, uh.

Lee Kantor: One of you made the other.

Leslie Mack: I think it was a joint decision. Um, but I think coming into a new area and kind of I think the connectivity is something that we really value, um, not just for obviously business growth, but I think learning about the community you’re in and how you can play a role in that, and how we can connect with other small business owners to us was really attractive and something that I think is, is beneficial.

Lee Kantor: So if somebody wants to connect with you, what’s the website? What’s the best way to get Ahold of you?

Leslie Mack: Yep. Um. Harmony nutrition ATL. Com. Um, and you can see kind of all of our, um, teams on their areas of specialty, you can also book appointments in there. And then we can also do it over the phone as well.

Abby Johnson: And our Facebook and Instagram is also Harmony nutrition ATL as well. Good.

Leslie Mack: Shout out to the socials.

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

Leslie Mack: Thank you.

Lee Kantor: And that’s a wrap for the 2025 GPC Holiday Open House. This is Lee Kantor. We will see you all next time on Greater Perimeter. Business RadioX.

 

Adam Hatcher and Greg Silberman: The Inner Family Business

December 17, 2025 by John Ray

How the “Inner Family Business” Protects the Operating Business, Adam Hatcher, Twenty One Clear, LLC, and Greg Silberman, Ritterband & Co. (Family Business Radio, Episode 71), with host Anthony Chen
Family Business Radio
Adam Hatcher and Greg Silberman: The Inner Family Business
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How the “Inner Family Business” Protects the Operating Business, Adam Hatcher, Twenty One Clear, LLC, and Greg Silberman, Ritterband & Co. (Family Business Radio, Episode 71), with host Anthony Chen

How the “Inner Family Business” Protects the Operating Business, Adam Hatcher, Twenty One Clear, LLC, and Greg Silberman, Ritterband & Co. (Family Business Radio, Episode 71)

On this episode of Family Business Radio, host Anthony Chen welcomes Adam Hatcher of Twenty One Clear LLC and Greg Silberman, Ritterband & Co., to explore what it really takes for family businesses to work together and stay together across generations. Adam shares lessons from 13 years inside his own multigenerational family company and introduces the idea of the “inner family business,” the separate system inside the operating company that requires intentional attention, not just good intentions.

Adam outlines practical governance moves that prevent predictable blowups, including a cadence of dedicated family business meetings and clear ways to handle tension points like compensation, hiring family members, and what happens when a family member exits the business. He also explains why families need to decide, explicitly, how they will balance the interests of the company, the clients, and the family, because different priority orders create conflict in everyday decisions.

Greg brings the tax, accounting, and advisory perspective from his work leading Ritterband & Co., a unified firm identity formed by integrating multiple legacy practices under one structure. He discusses the industry’s shift from compliance-only work toward proactive planning, ongoing guidance, and long-term strategy. He also shares how values and giving practices can show up in wealth decisions and why his firm is building Ritterband Stewardship Plans™ designed around monthly dashboards, quarterly reviews, and audit-readiness.

Family Business Radio is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network. The show is produced by John Ray and the North Fulton affiliate of Business RadioX®.

Key Takeaways from This Episode

  • The “inner family business” is a real system inside the company, and it will not stay healthy by accident.
  • A steady cadence of family business meetings prevents small issues from turning into permanent fractures.
  • Clear rules are necessary for compensation, hiring, and exit decisions, held together by trust and follow-through.
  • Families need to agree on the priority order of company, clients, and family, because misalignment quietly poisons decisions.
  • Accounting firms are moving beyond compliance toward proactive planning and ongoing advisory relationships.
  • Ritterband Stewardship Plans™ reflect the market’s demand for clearer visibility, audit-readiness, and consistent decision support.

Topics Discussed in this Episode

00:00 Introduction to Family Business Radio
00:38 Guest Introduction: Adam Hatcher of Twenty One Clear
00:48 Adam Hatcher’s Family Business Journey
01:54 Balancing Family and Business
03:55 Joining the Family Business
07:08 Deciding to Step Back
10:53 Helping Family Businesses Thrive
14:09 Common Mistakes in Family Businesses
17:39 Contact Information and Resources
18:20 Guest Introduction: Greg Silverman
19:36 Exploring Family Dynamics in CPA Practices
19:52 Acquiring and Integrating CPA Practices
20:40 Challenges and Strategies in Modern CPA Firms
23:03 The Evolution of CPA Services
27:10 The Future of CPA Practices and Personal Reflections
32:01 The Importance of Giving and Legacy Planning
33:55 Final Thoughts and Closing Remarks

Adam Hatcher, Twenty One Clear, LLC

Adam Hatcher, Twenty One Clear, LLC
Adam Hatcher, Twenty One Clear, LLC

Adam Hatcher is the founder of Twenty One Clear, LLC, a family business consultant with deep experience in scaling family-owned enterprises. He grew up in his family’s staffing and recruiting firm (MAU Workforce Solutions), where he established the legal office, modernized human resources, led strategic planning, served as general counsel, and sat on the board of advisors and family council for over 13 years.​

Under his leadership, the company expanded from a regional $100 million firm to a nationwide $500 million organization, securing major clients like BMW, Chick-fil-A, Kimberly-Clark, Southern Company, and Truist while managing three generations of family dynamics. Hatcher drove key initiatives, including $50 million in acquisitions, performance management systems, cost reductions, and a major reorganization ahead of the company’s 50th year.​

Twenty One Clear, LLC provides strategic consulting and fractional executive services to “chaos-proof” family businesses, emphasizing trust, communication, and clarity across family roles as owners, employees, and relatives. The firm helps startups and small- to mid-sized companies address challenges like hiring family members, daily collaboration, ownership transitions, and exits.

Website | LinkedIn

Greg Silberman, Ritterband & Co.

Greg Silberman, Ritterband & Co.
Greg Silberman, Ritterband & Co.

Greg Silberman, CPA, CFA, CAIA, is Managing Director of Ritterband & Co. in Atlanta, Georgia. He advises high-net-worth individuals and growing businesses on tax planning and structuring, accounting, and long-term wealth strategy, with added depth in investments, private equity and debt, and M&A advisory. Greg brings more than 20 years of global financial experience across Europe, Asia, and North America, including senior investment leadership and alternative investment portfolio management.

Ritterband & Co. is a tax, accounting, and advisory firm formed by bringing three legacy firms under one unified identity: SJ Gorowitz, Reed Quinn & McClure, and Van Huss, Hogan, McCurry & Associates. The firm’s approach is anchored in clarity, precision, and purpose, helping clients make informed decisions across tax, accounting, and financial matters while supporting long-term planning. Beginning in early 2026, the firm expects to introduce Ritterband Stewardship Plans™, featuring monthly dashboards, quarterly reviews, and audit-readiness, along with expanded tax and accounting capabilities, an upgraded client portal, and new strategic and long-term planning services.

Website | LinkedIn

Anthony Chen, Host of Family Business Radio

Anthony Chen, Host of Family Business Radio

Family Business Radio is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services are offered through OSAIC, member FINRA/SIPC. RAA is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of OSAIC. The main office address is 575 Broadhollow Rd., Melville, NY 11747. You can reach Anthony at 631-465-9090, ext. 5075, or by email at anthonychen@lfnllc.com.

Anthony Chen started his career in financial services with MetLife in Buffalo, NY, in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA, home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all of the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long-term care insurance to many investment options through Royal Alliance, Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.

Follow this link to access the complete show archive of Family Business Radio.

Tagged With: accounting firm roll-up, Adam Hatcher, advisory services, Anthony Chen, Chaos Proof, CPA advisory, CPA practice acquisition, exit planning, exiting the family business, faith-based businesses, family business compensation, family business consulting, family business governance, family business legacy, Family Business Radio, family business trust, family meetings, giving back, Greg Silberman, hiring family members, multigenerational business, quarterly family meetings, Ritterband & Co., subscription pricing, Succession Planning, tax planning, tithing, Twenty One Clear, Wealth transfer

Bill Ellis: Your Brand is The Value Clients Perceive in You

December 17, 2025 by John Ray

Bill Ellis on Client-Perceived Value, Staying Teachable, and Why Questions Matter More Than Answers (The Price and Value Journey, Episode 156), with host John Ray
North Fulton Studio
Bill Ellis: Your Brand is The Value Clients Perceive in You
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Bill Ellis on Client-Perceived Value, Staying Teachable, and Why Questions Matter More Than Answers (The Price and Value Journey, Episode 156), with host John Ray

Bill Ellis on Client-Perceived Value, Staying Teachable, and Why Questions Matter More Than Answers (The Price and Value Journey, Episode 156)

Bill Ellis, brand strategist and host of the What’s the Point? podcast, joins host John Ray on The Price and Value Journey to discuss how professional service providers can build sustainable practices by understanding a fundamental truth: your brand is the value clients perceive in you, not what you think you offer.

With 24 years at Anheuser-Busch before launching his consulting practice in 2004, Bill shares challenging lessons about translating corporate expertise to small business clients. He explains why his corporate approach initially failed with solo practitioners and small firms and how learning to “remain teachable” transformed his practice. Bill discusses how client feedback led him to add “confidant” to his service offerings when clients kept seeking someone they could trust completely to discuss sensitive business and personal decisions they couldn’t share elsewhere.

Bill introduces his “ladder of success” framework, explaining how he realized his own ladder was leaning against the wrong building at Anheuser-Busch. He discusses the importance of asking the question “What’s the point?” to help clients move past assumptions and discover what they’re truly trying to accomplish, why better communication beats more communication, and his formula for culture: core values times behavior equals culture. Throughout the conversation, Bill emphasizes that questions are more valuable than answers and that staying flexible as your practice evolves is essential for long-term success.

The Price and Value Journey is presented by John Ray and produced by North Fulton Business Radio, LLC, an affiliate of the Business RadioX® podcast network.

Key Takeaways You Can Use from This Episode

  • Your brand is client-perceived value, not what you think you offer. Success comes from understanding where clients see value, not convincing them to see it where you think they should.
  • Remain teachable throughout your career. Bill’s mentor gave him this two-word advice 40 years ago, and it remains central to his practice—admitting you don’t have all the answers is essential for growth.
  • Corporate expertise doesn’t translate directly to small business clients. Bill learned he had to “soften his corporate approach” and translate what makes corporations successful into language that relates to solo practitioners and small firms.
  • Questions are more valuable than answers. Asking, “What’s the point?” helps clients examine whether they’re pursuing the right goals before building plans to achieve them.
  • Your ladder may be leaning against the wrong building. Recognizing fundamental misalignment in your career or practice—not just working harder—is essential for fulfillment and success.
  • Client feedback shapes your positioning. Bill became a “confidant” because clients kept seeking that more profound relationship, not because he decided to add it as a service line.
  • Better communication beats more communication. When people say, “We need more communication,” they actually need clearer, more effective communication tailored to how different people receive information.

Topics Discussed in this Episode

00:00 Introduction to Bill Ellis
01:52 Bill’s Transition from Corporate to Coaching
05:04 Evolving as a Coach and Consultant
07:49 The Importance of Branding and Value
14:01 Defining the Role of a Confidant
22:12 The Power of Asking the Right Questions
26:07 The Role of a Confidant
27:22 Empathy and Confidentiality
29:56 Communication and Culture
35:43 Core Values and Behavior
38:21 Finding Your Purpose
40:25 Bill’s Podcast Journey
45:11 Conclusion and Contact Information

Bill Ellis

Bill Ellis
Bill Ellis

Bill Ellis is a business confidant who works with senior leaders across the United States and the Middle East. His clients range from founders and corporate executives to lawyers, psychologists, and owners of fast-moving service businesses. He helps them think clearly, manage pressure, and reconnect to what truly matters in their work.

Bill’s career includes many years in branding and purpose advisory, which has shaped his belief that clarity is one of the greatest strengths a leader can develop. He brings this same curiosity to his podcast, What’s The Point?, where he explores how people find direction, meaning and resilience through their own stories.

He is also the author of Women Who Won, a collection of stories celebrating remarkable women and the achievements, large and small, that still motivate him. He wrote the book for men and women alike, including his grandchildren, as a reminder that courage often starts with a single step.

Alongside his advisory work, Bill speaks to audiences about leadership, purpose, and the power of clear thinking.

He divides his time between the US and Dubai, where his wife is based, and this cross-cultural perspective informs the way he understands leadership and purpose today.

Website | LinkedIn

John Ray, Host of The Price and Value Journey

John Ray, Author of The Generosity Mindset and Host of The Price and Value Journey
John Ray, Author of The Generosity Mindset and Host of The Price and Value Journey

John Ray is the host of The Price and Value Journey.

John owns Ray Business Advisors, a business advisory practice. John’s services include business coaching and advisory work, as well as advising solopreneurs and small professional services firms on their pricing. John is passionate about the power of pricing for business owners, as changing pricing is the fastest way to change the profitability of a business. His clients are professionals who are selling their expertise, such as attorneys, CPAs, accountants and bookkeepers, consultants, coaches, marketing professionals, and other professional services practitioners.

John is a podcast show host and the owner of North Fulton Business Radio, LLC, an affiliate of Business RadioX®. John and his team work with B2B professionals to create and conduct their podcast using The Generosity Mindset® Method: building and deepening relationships in a non-salesy way that translates into revenue for their business.

John is also the host of North Fulton Business Radio. With over 900 shows and having featured over 1,300 guests, North Fulton Business Radio is the longest-running podcast in the North Fulton area, covering business in its region like no one else.

John’s book, The Generosity Mindset: A Journey to Business Success by Raising Your Confidence, Value, and Prices

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

If you are a professional services provider, your goal is to do transformative work for clients you love working with and get paid commensurate with the value you deliver to them. While negative mindsets can inhibit your growth, adopting a different mindset, The Generosity Mindset®, can replace those self-limiting beliefs. The Generosity Mindset enables you to diagnose and communicate the value you deliver to clients and, in turn, more effectively price to receive a portion of that value.

Whether you’re a consultant, coach, marketing or branding professional, business advisor, attorney, CPA, or work in virtually any other professional services discipline, your content and technical expertise are not proprietary. What’s unique, though, is your experience and how you synthesize and deliver your knowledge. What’s special is your demeanor or the way you deal with your best-fit clients. What’s invaluable is how you deliver outstanding value by guiding people through massive changes in their personal lives and in their businesses that bring them to a place they never thought possible.

Your combination of these elements is unique in your industry. There lies your value, but it’s not the value you see. It’s the value your best-fit customers see in you.

If pricing your value feels uncomfortable or unfamiliar to you, this book will teach you why putting a price on the value your clients perceive and identify serves both them and you, and you’ll learn the factors involved in getting your price right.

The book is available at all major physical and online book retailers worldwide. Follow this link for further details.

Connect with John Ray:

Website | LinkedIn | Email

Business RadioX®:  LinkedIn | Twitter | Facebook | Instagram

Tagged With: Anheuser-Busch, Bill Ellis, brand management, Brand Strategist, business communication, client perceived value, coaching practice, confidant, consulting business, corporate to consulting transition, culture building, executive coach, John Ray, professional branding, remain teachable, service provider marketing, The Price and Value Journey, value proposition, What's the Point podcast

Michael Dodsworth: How Fanfare Is Reinventing the Art of the Product Drop

December 15, 2025 by angishields

HBR-Fanfare-Feature
Houston Business Radio
Michael Dodsworth: How Fanfare Is Reinventing the Art of the Product Drop
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Fanfare-log

michael-dodsworth-FoodHealsPodcastMichael Dodsworth is the founder and CEO of Fanfare, a platform designed to transform product launches, brand events, and collaborations into seamless, unforgettable experiences.

Under his leadership, Fanfare helps companies create deeper customer connections, boost engagement, and capture actionable insights from every interaction. By blending technology with human-centered design, Michael is redefining how brands build loyalty in an increasingly competitive landscape.

LinkedIn: https://www.linkedin.com/in/michael-dodsworth/
Website: https://fanfare.io/

Transcript-iconThis transcript is machine transcribed by Sonix

 

TRANSCRIPT

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

Trisha Stetzel: Hello, Houston. Trisha Stetzel here bringing you another episode of Houston Business Radio. It is my pleasure to introduce you to my guest today, Michael Dodsworth, founder and CEO of Fanfare, a platform that helps brands turn product launches, events and collaborations into unforgettable experiences. Michael and his team are redefining what it means to launch something in today’s attention economy, helping companies not only create buzz but capture real, actionable insights that drive loyalty long after they drop. So sneak peek into things that we might be talking about from ticketing and retail to live events and brand partnerships. Michael’s journey has taken him through some of the most high stakes, high pressure corners of commerce, including launch disasters, sold out moments and everything in between. His mission, with Fanfare, is simple but ambitious to make every product launch feel like an event fans remember and brands can learn from. Michael, welcome to the show.

Michael Dodsworth: It’s great to be here. Nodding along to my own intro. It’s a good sign.

Trisha Stetzel: Well, I’m so excited to have you on the show. So Michael, tell us a little bit more about you.

Michael Dodsworth: Uh, so I, as you can probably tell from the accent and not from around these parts, uh, Fanfare is based in LA. I found myself on these shores through all kinds of different forks in the road. Uh, but started life in the north of the UK. Uh, became an engineer pretty early in life. A software engineer. Um, my brother brought home a Commodore 64, and that was me hooked. And since then, I’ve been building software. I’ve been building platforms. Uh, found my way into San Francisco through an acquisition of a very small company and had the opportunity to work in amazing places with amazing people and on issues of scale that I think is pretty rare and unique and has helped kind of build this appreciation for these, these moments, uh, these launch day shenanigans that we all see. Um, but these surges in traffic, the bots, the bad actors, like these are all very, very gnarly technical challenges to try and get your arms around. And we don’t see we don’t see a lot of brands and vendors, even even people with lots of resources been able to take those on. So that’s that’s kind of the, the, the origin of me. Uh, the origin of Fanfare really came out of just frustration as a consumer, having spent my life loving going to live events, going to festivals, and Struggling every single time to get tickets. It’s just incredibly painful and it’s a pain that we all share. Like everyone has their their bad moment like it may be.

Michael Dodsworth: You know, you sat in line for four hours, for five hours, and you saw all the tickets vanish onto the secondary market. But maybe it’s, you know, you booked tickets to the US open, and when you turned up, the tickets were not valid. They were illegitimate tickets. Uh, so I’ve, I’ve heard all kinds of stories, uh, on that spectrum. I’ve felt a lot of that pain. And, uh, I set out at the start of, uh, when was this? This was 2016. Uh, we started a company rival, which, as the name suggests, is going after the likes of Ticketmaster and so on. And we really wanted to provide some competition. Uh, we felt like there really needed to be a better way for consumers to do this. You quickly realize that it’s not just the consumers, it’s the people on the other side of the fence, the teams, the promoters, the artists are also having horrible moments when things go on sale. Uh, and we we built this platform, uh, it was looking good. And when we were at the start of the pandemic, uh, rival was scooped up by Ticketmaster. And that kind of I was hopeful that this would allow me to solve for these frustrations at a larger scale. But that’s not how things turned out. So I ended up just, uh, being frustrated that these problems weren’t being solved and starting my own thing to to go after this.

Trisha Stetzel: Okay. All right. So in the vein of Ticketmaster, uh, or beat them at their own game, what lessons have you learned with the experiences as you’ve moved through this journey with Fanfare?

Michael Dodsworth: Yeah, I think, uh, we, I mean, we had all of our values on the wall, and one of them was, uh, respect the problem, solve it simply. Uh, the more we spoke to team owners, to promoters, to venues. The realization of all of the complexity of what they’re doing, just managing these venues is incredibly complex. Working around the seasons of all of the different teams, the sports, the artists like, it’s incredibly, incredibly difficult what they do. And it’s not something that you can just stand up a platform that does something very simple, and they’re going to be able to do their day to day. So that was one, um, it was interesting learning about the the different incentives that different people have in the ticketing industry. You know, I think, uh, and, and often at cross-purposes. Uh, so we really wanted to slow the process down and make it more deliberative and more more careful and so on. But the promoters want to say, you know, sold out in 50s. Right. And so you’re kind of thrown at odds in all kinds of different circumstances. And I think that’s the source of some of the frustration that people feel when tickets go on sale. And there’s there’s only a small sliver of tickets available.

Michael Dodsworth: That’s often because the teams have kind of passed off risk by giving tickets to brokers and third parties and so on. So there’s a lot, I think, at play there. Um, and I think one of the really important, like, um, things to learn from the teams was they, they were they were all trying to create moments. They weren’t just trying to sell tickets. They were really especially the the really forward thinking teams were trying to think about ways that they can really create fandom and really go after, you know, creating experiences that people will remember. Well, uh, good experiences, like the moment they took their kids to see their first baseball game and what could they do to try and elevate those experiences? Like, could they offer them, like a better seat if they knew that this was their first time, could they try and get them back in to the venue if they knew that? These people are kind of on the cusp of becoming lifelong fans of the Dodgers. Say, uh, so these are, I think, interesting realizations. Like, they’re really thinking about how they can, like, create something that’s memorable and they just didn’t have the means to do it.

Trisha Stetzel: Yeah. The client journey, that’s what’s really bubbling up for me, right? This whole client journey. So you started your story with being on the other side as a patron, trying to buy tickets, and now you’re on the inside working with the teams who are trying to create moments. How did you at what point did you realize that it wasn’t just about selling the tickets, it was about these moments that these teams wanted to create for these families or people who were just buying tickets?

Michael Dodsworth: Yeah, I think it was it was more just reminding me Of. Like what? What memorable moments have I taken? Like, why am I a fan of a particular person or a particular brand even? And it is often these kind of special, special experiences that we share. Right. I think, um, you know, I can remember my first football game. I can remember a rugby game, uh, rugby final. Like, these are like memories that really stick. And, uh, I think hearing the teams talk about what they wanted to do and thinking, like, living in that, you know, the, the, the mind of the family going in and having like, special treatment and like, merch given like all of those things I think would just have created an amazing experience for me. Um, I think Covid taking that away also reminded me how much I missed those experiences. Like being around people, been around groups of people who all like, commonly share in something. I think I really missed that. And, uh, yeah, I think that reinforces me how. How important these, these opportunities are for teams, for artists, for for brands. Even so. I think that’s that’s where it came from.

Trisha Stetzel: Yeah. So there’s so much noise out there, Michael. Just so much noise. And we’re all bombarded with so many things that are going on. So how does Fanfare cut through the noise and really create this moment or this journey for the client?

Michael Dodsworth: Yeah. What we’ve seen is like, why the noise gets created is often because the brands have very little information or understanding of what works, what doesn’t work, so they end up just bombarding people. Like my inbox is filled with, with the only one.

Michael Dodsworth: Absolute like I, you know, I have just kind of carved out an inbox over there that I just occasionally look at. Um, just because they don’t know what channel works, they don’t know how often they don’t know, like what’s really going to move the needle with people, what’s, you know, what’s important to people and so on. So I think without all of the, the information and the the ways of using that information, they just kind of scattergun approach it. And that’s what we all feel like when we see those messages go out. Uh, emails in particular. It’s because they’re just, you know, they’re trying their best, but they don’t really have any way of focusing. So I think for our brands been able to give them those tools. If you want to create an experience that’s special, you need to carve out some experience just for your VIPs or just for your, you know, loyal subscribers. And then you don’t want to send messages too often. The most effective way is to reach people is maybe the Friday before, maybe two weeks before. And here’s the channels that work with these people so that, you know, there’s there’s a very high signal to noise on the messages that the brands send out. So when people see a message from a brand they care about, they know it’s not just spam, right? They know it’s something important and they may want to look at. So I think that’s how we’ve tried to help brands with this, like provide them data so that they can make more focused decisions about how they reach people.

Trisha Stetzel: Yeah. So we’re moving from Michael, the patron, to Michael, the engineer businessman, making sure that we’re looking at the data. Uh, and I think that is so important. Um, as we get kind of to the middle of our conversation, I know folks are already interested in connecting with you. So would you give us the best way to find you and connect with you?

Michael Dodsworth: Yeah, I’m on LinkedIn. You can find me Michael Dodsworth. Uh, is my handle. But there are not many Michael Dodsworth’s in the world, thankfully, so you can find me pretty easily. Grab some time. I’m always happy to talk about this stuff if you have something coming up, if you know you have a launch coming up or something you want to get on sale, please reach out. You can also find us on Fanfare. Uh, we’ve been trying to produce articles and blogs, uh, some content around all of these releases. Whether they go well, whether they don’t go well. The to do’s, the the do not do’s of these kind of events and what we’ve learned from it.

Trisha Stetzel: Thank you for that. All right you guys LinkedIn Michael Dodsworth is the best place. That’s actually I think that’s how I found you. Or maybe we found each other on matchmaker FM which is a podcast matching. Right. Which is great to, uh, to go and meet some really cool people. Excited to have you on today. Can we do just have one little fun conversation around Taylor Swift, maybe? If there are any Swifties out there. Uh, all right, tell me the story.

Trisha Stetzel: How so? Tell me about switch to and the drop that broke everything.

Michael Dodsworth: Yeah, I mean, these these things happen so frequently. Uh, there’s the feeling I remember a friend reaching out after the switch to release and he said, I think this is part of the process when things fall over. Uh, I think this is deliberate, like it must be because it happens every time. There’s no way this is just they can’t scale to meet these requirements. And I’m like, no, no, no. They lost business when this happened, right? People went to Best Buy. It fell over. So they went to Walmart or whoever. So these are these are painful moments. And I’m kind of surprised still how often like if I need to find case studies of people who’ve had drops go badly. It’s a really easy dip into X or wherever you can quickly find people who’ve had issues. So, um, I mean, Taylor Swift, uh, everyone on the inside, I’m sure, saw that coming. Uh, you know, just a high volume on sale on Ticketmaster. These things, I mean, they go badly almost every time they happen. So Oasis shortly after that, Ariana Grande recently all had serious issues. I think in the Taylor Swift case, this was a presale that fell over. So not just in the general on sale. This was just her most loyal fans showing up excitedly to try and get Taylor Swift tickets.

Michael Dodsworth: And they’re met with just, you know, an error page or worse. Like they get their tickets and then they vanish. So, I mean, this comes from, you know, kind of an ailing platform like Ticketmaster has been doing this for a long, long time. And I would say, you know, having not invested as heavily as you would like on the technology side, um, having like scooped together all kinds of acquisitions and kind of glued them together. What you end up with is a system that, you know, when you really pressure test it, when you really put some, you know, put some people in there at high scale that it just falls apart. And that’s what you see with with Oasis, with Ariana Grande. Like all of these things just really challenge a platform that is difficult to now. Right the ship. Um, you know, I’ve worked at places where we’ve had platforms that have some years behind them, and it’s a real it’s a constant effort to make sure that they are current, to make sure that they can deal with the traffic volumes as they increase and to keep on top of things like bots and so on. So I think this is just, you know, it’s a difficult problem to solve. Um, but it’s it’s not something that you can kind of tack on after the fact easily.

Michael Dodsworth: It requires like a multi-year effort. And I, I haven’t seen that kind of effort from many platforms, uh, on in the ticketing industry, which is, I think, why rivals approach starting something new, knowing that these kind of traffic volumes happen, that you should prepare for them and you should build everything you do, uh, around those kind of events is where rival came from. And that’s what we’ve done here is just knowing that, you know, at the scale of 3 million Swifties, a lot of things can be put under a lot of pressure, and you have to be the platform that stays up around these things. So, I mean, I’ve been in situations where we’ve had outages, where we’ve had these kind of moments on the other side. It’s incredibly painful. It’s I mean, there was an outage yesterday from AWS. Uh, these things cause enormous damage. And as an engineer in those moments, there’s some scar tissue for sure, built up around those moments. Um, but it really is just been very disciplined about how you build and really keeping like this particular feature, this particular element of what you’re doing top of mind whenever you do it. So nothing really gets into Fanfare without it being fully, uh, Pressure tested to make sure that we can stay up.

Trisha Stetzel: Yeah. Okay. So now I’m. I’m wondering, like, business lessons from Michael. Like, what have you learned about doing business along this journey? From being a patron, taking your, uh, engineer skills, building the platform, staying ahead of the game. What have you learned about business on this journey?

Michael Dodsworth: I mean, I’ve had to learn a lot quickly. That’s the. That was actually one of the reasons for starting Fanfare is I felt like as an engineer, like I had the engineering chops, but there was a whole world out there that I was less familiar, that I was less comfortable with. And the most, the quickest way of getting there was to start something myself and really test myself in that way. So, I mean, I think realizing coming from an engineering perspective, like there’s always the focus on the product, like what it does, how it does it, and the quick realization that people don’t really care too much about that. They don’t care about the details. They don’t care about the amazing engineering you may have done to build some feature. Like, I see a lot of engineers who quickly jump into the walkthroughs and things like that. And it’s not about that. It’s about understanding people’s pain. Like what are they trying to do? Why can’t they do it and listen to how they’ve been going through the motions and what they’ve done to set this up? And what are they really trying to achieve from this? Because, you know, sometimes the answer is not your platform, right? Sometimes the answer is not the cool feature you’ve built. It’s, uh, you know, it’s really talking to to people and understanding what they’re doing. So I think that was a, an adjustment. Uh, like sometimes you think you’ve gotten there and then you, you know, you read your own notes, uh, you go back and look and you’re like, I’m, I’m definitely still talking about how the platform can solve a problem they’ve not talked about yet. Uh, so there’s some great material out there. There’s a book called The Mom Test that someone, uh, pointed me at. And I point people at, uh, generally it’s just, uh, a good way of kind of level setting on that and making sure that you really are getting the right answers. Uh, and not just trying to reaffirm something that you already believe and things like that. So I think that’s been an important lesson.

Trisha Stetzel: Yeah, absolutely. I think oftentimes we lean into all of the bells and whistles. Let me tell you about all these amazing things on my product or my service and the way it doesn’t make them feel anything. Right. Those don’t create an emotion. For some people it may, but it doesn’t create that emotion. And you, you talked about this at the at the top of our conversation around the journey and the moment. And that’s really what matters. That’s what people are looking for. And I love that. Fanfare is really focused on that. I think that’s amazing. Okay, so if it’s all right, I’ll switch gears just a little bit. You talk about the sneaker culture. Can you give me a little more insight on that?

Michael Dodsworth: Yeah. So I’m an aspiring sneakerhead. I have a large collection in my wardrobe that’s a little bit embarrassing when people come across it. Um, I think there’s a lot people can learn. Brands can learn more, traditional brands can learn from sneaker culture. And I see I see more established brands reaching for this kind of model. Um, and the idea of, you know, running limited sales, doing collaborations and again, like trying to create a community feel around a product like sneaker heads are a group, right? They, they, they understand each other. They know the pain that each other went through to get the products. Like, you can see people walking around in, you know, Travis Scott dunks, for example, and most people don’t notice it. Most people look, look past things like that. But people who know know that they went through incredible pain to probably get those products. So I think it’s that feeling of creating a community around a brand, uh, Supreme were incredibly effective. Like anything that went on sale with the Supreme logo on people would jump over to to to get after. So I think that’s a really important lesson, is trying to create a community of people who love your products, who will espouse, uh, the products, values and, and kind of bought into the story.

Michael Dodsworth: Um, and we see people doing that all kinds of different ways. Sometimes it is the narrative of the brand, sometimes it is having people buy into the, the, the origin story, uh, what the brand is going after. Sometimes it’s just the quality of the products that people put out there can, you know, form a community around that brand. People do it in different ways. Uh, we saw a soap brand in LA called Doctor Squatch do a collaboration with Sydney Sweeney where they had, uh, Sydney Sweeney infused bath water soap. Uh, like, completely bizarre but incredible way of just getting attention to your brand and driving people towards it like you’re the brand that’s, you know, it’s soap. Uh, but you’re trying to deliver and, like, inject a bit of humor into it and a little bit like, uh, you know, trying to do something a little different. So people do it in different ways. But I think trying to do something that creates this, this feeling of community, I think is really important.

Trisha Stetzel: Mhm. So tell me a little bit more about Fanfare and the role that Fanfare is playing in creating these communities. And uh, why someone would want to go and check out Fanfare.

Michael Dodsworth: Yeah. So we kind of facilitate these launch experiences. So if you have a product that’s going on sale, uh, like I say, building a community may mean rewarding your most loyal subscribers, let’s say. So you want to create an experience that goes on sale at a particular time, and you want someone else to take care of how that on sale happens. You don’t want to be scrambling around in the moment to try and flip things on flip. Flip things off. So we facilitate that. You want to also make sure that they are messaged in the right way, through the right channels, at the right time like that. We can help you structure all of this as a marketing and event. So all the way from announcement through to actually running the experience itself. And then once you’re in the experience doing things that I think help foster that fandom. So things like moving your most loyal members forward in line or giving them exclusive access or rewarding their time even if they’re not successful, like if you’re selling only ten of a thing, most people are going to be disappointed in some way. But if you can give them something in that moment, if you can give them early access to the next drop. Uh, we’ve seen a brand Do they call it the L club? Uh, the people who failed five times to get some particular product were now eligible to an exclusive drop. Like, if that really keeps people, uh, engaged with the brand, there’s a feeling like you are having this exchange with the brand. Like you’re giving them your time and attention, and they’re giving you something back in return. Uh, so I think that’s how we can help.

Trisha Stetzel: Um, I love that. And just creating this community and getting people involved and making them feel special.

Trisha Stetzel: Right. Making it feel special. So who do you serve, Michael? Uh, for those people who are listening, who might be interested, who do you serve?

Michael Dodsworth: So we I mean, we started life going after the people who are running drops, who know drops, but are struggling to manage the process. So streetwear footwear is where we started life. But this is like any where you find scarcity is a good place to to add Fanfare. So this can be you have a a loyal audience, you have a following online and you want to put merch out there. You want to monetize what you have. Like this is a great way of doing that. Live events, luxury products, collectibles. Um, we heard from a guy who he loved ten figure coffee grinders and was frustrated with the process. Like, we found all kinds of places where you have these scarce products and a bad process. So that’s where we can come in.

Trisha Stetzel: Okay, fantastic. You guys, if you’re interested, please go take a look. It’s Fanfare and it’s f a f a r e at I o is where you’ll find that. Or you can find Michael Dodsworth on LinkedIn. I’ve got one more question for you. Before we wrap up today, you’ve seen both chaos and even magic in the world of of launches. So if you could leave our listeners with one piece of advice today about turning high pressure moments into lasting momentum. What would it be?

Michael Dodsworth: Yeah, I think the brands and the people we’ve seen successful on this really are trying to really are trying to create something that’s kind of magical for the people who care. Uh, I think, you know, trying to just give people coupons and discount codes just doesn’t cut it, like trying to to engage people, you know, and trying to keep those people engaged with the brand is a real full time effort for people. Um, and I think, you know, trying to do that and trying to create special moments for, for people, for their loyal fans is is incredibly powerful. Like, we see people really move the needle like I think, um, uh, I’m trying Stanley was a great example of that. You know, I think trying to create something that went viral was was their target and their sales numbers. I think it was three x their revenue every year for the last three. Like incredible growth from really going after this model.

Trisha Stetzel: And everybody wanted the pink one and they were always out. I’m just saying this Stanley mug. Everyone needed one. Yeah, absolutely. Uh, Michael, thank you so much for being with me today. Anything else that we didn’t cover today that you wanted to chat about?

Michael Dodsworth: I think that I think that covered a lot of it. I would just say if you if you are struggling with some of these events, uh, as a consumer, like, I’m with you, I’m with I’m with you there. Like, this is painful. Um, and I’m always open to hearing about new and interesting ways people find this problem. Um, whether that’s a brand, whether it’s, you know, people trying to book swim lessons for their kids, uh, these are all painful processes that we go through. So I’m always open to hear about this.

Trisha Stetzel: It’s not just the big things. It’s the everyday things that we’re trying to do as well. Thank you so much for being on. This has been such a great conversation.

Michael Dodsworth: Thank you so much.

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

 

Discovering and Eliminating Blind Spots: A Guide for Business Owners Seeking Growth

December 15, 2025 by Jacob Lapera

High Velocity Radio
High Velocity Radio
Discovering and Eliminating Blind Spots: A Guide for Business Owners Seeking Growth
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In this episode of High Velocity Radio, Lee interviews Leanna DeBellevue, owner of DeBellevue Consulting and former digital marketing agency leader. Leanna shares her journey from running and selling her agency to launching her consulting practice, where she helps business owners identify and overcome “blind spots” that hinder growth. The conversation covers the importance of accountability, authentic leadership, and adapting to changes like AI in marketing. Leanna also introduces her new Accountability Collective initiative and offers practical advice for entrepreneurs seeking clarity and sustainable business success.

Leanna DeBellevue is an international speaker, consultant, and the former founder of DeBellevue Global Marketing Agency—an award-winning firm recognized as the 2025 Business of the Year by the Gilbert Chamber and the 2024 Best Marketing Agency in the East Valley.

After scaling her agency for more than 15 years and inspiring audiences across 13 countries, she sold the business and stepped into her next chapter: helping leaders eliminate blind spots, think more strategically, and stay accountable to the goals that matter most.

She has been featured in outlets like HuffPost, appeared on numerous podcasts, and previously served on the Forbes Magazine Council. In 2023, she was honored with an induction into Who’s Who in America by the Marquis Publication Board

What sets her apart is her belief that success doesn’t have to cost you your life outside of work. As a mom, wife, and proud “Lolli,” she’s passionate about showing business owners how to chase big goals while still protecting their time, energy, and joy.

Through her consulting work, she helps leaders get clear, get focused, and take action in a way that feels aligned and sustainable—not overwhelming.

She brings years of experience, real-world perspective, and a genuine love for helping people grow. Get ready for an honest, insightful conversation about what it takes to perform at a high level without burning out, how to spot the blind spots holding you back, and how to build a business that works *for* your life instead of the other way around.

Connect with Leanna on LinkedIn and Facebook.

What You’ll Learn In This Episode

  • Identifying and overcoming “blind spots” in business.
  • The importance of accountability and having accountability partners.
  • Challenges business owners face regarding self-awareness and growth.
  • The role of honest conversations in uncovering business obstacles.
  • Insights on selling a business and the importance of company culture.
  • The impact of artificial intelligence on marketing and the need for authenticity.
  • Introduction of the Accountability Collective for business owners.
  • Strategies for maintaining work-life balance and managing workload as a consultant.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

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

Lee Kantor: Lee Kantor here. Another episode of High Velocity Radio, and this is going to be a good one. Today on the show we have the owner of DeBellevue Consulting, Leanna DeBellevue. Welcome.

Leanna DeBellevue: Thank you so much for having me, I appreciate it.

Lee Kantor: Well, I’m excited to learn about your practice. Tell us about your firm. How you serving folks?

Leanna DeBellevue: Yeah, so I was a digital marketing business owner. I had my own agency for about 15 years. I just sold that in August of this year. And everyone kept asking me, what is next? What is next? And it took me a little, a little bit to figure it out. But I realized that business owners, we get in our own way a lot and we don’t have a ton of accountability. There’s so many blind spots And so my next step, my next chapter, is actually born out of necessity of what I see other people around me, myself included, needing, which is eliminating blind spots, just having open, honest conversations and helping each other navigate this, this roller coaster of business ownership.

Lee Kantor: Now with your clients that you have, are they I mean, they’re called blind spots or are they even aware they have them?

Leanna DeBellevue: No. You know, honestly, it’s those people that say, man, I feel like I’ve tried everything and I’m just not getting to that next level, or I’ve hit a ceiling and I can’t figure out why. A lot of times they are not sure what the issue is. They just know that it’s something holding them back.

Lee Kantor: So. So how does that kind of show itself to a one of your clients? Like what is the symptoms or signals that they might be having some issues that that there are things out there holding them back?

Leanna DeBellevue: Yeah, a lot of times they don’t even know that they need someone like me until they get into a conversation with someone like me. Right. I’ll ask them, like, you know, kind of, what are your goals or what are you working towards? What are you most excited about in your business this year? Or, you know, kind of what’s that next step for you? And a lot of times people are just like, you know, man, with the economy changing, I’ve really been struggling. I can’t quite get my footing or. Man, I’m so busy. I would love to bring on, you know, someone to help kind of take some stress off me, but I just can’t. And it’s just those, those quick little moments of I really want to. But the second I hear that. But I know that nine times out of ten, there’s probably a blind spot that they’re just not able to identify that will help them kind of figure out and have that aha moment.

Lee Kantor: Now, is there anything a listener could do right now to kind of maybe have one of those blind spots appear before them? Is there some things that you recommend that they can do themselves that can kind of show them that they might have some blind spots to work on?

Leanna DeBellevue: Yeah, absolutely. So, you know, I relied heavily on my tribe of other fellow business owners when I was in the middle of owning my agency. And a lot of times, you just really need someone to mirror back what you’re saying. I think a lot of times as business owners, we know what the problem is, but we’re so used to saying it to ourselves that we don’t even hear it. So a lot of times I would ask someone that I trusted. Half the time it was my husband, the other time, half the time it was other business owners that I knew, hey, this is what I’m struggling with. Will you just talk it out with me? And, you know, like I needed to hire someone. I need to hire someone. But I’m not really quite sure what that position would look like to take stuff off my plate. Right. And just really kind of. Okay, so here’s the problem. Here’s, like, I’m not I’m not seeing the connection. What am I missing? And a lot of times people can see the problem all around you. You just can’t see it for yourself. So really having a conversation and honest conversation with someone that you trust and say, what I’m going to tell you all of the details. What am I missing? Or what do you see that I’m not? And that a lot of times will start the ball rolling with identifying a blind spot.

Lee Kantor: Now, that sounding board that you’re choosing to do this exercise, is it better if they kind of know you pretty well? Or is it work better if they’re, you know, kind of more of an acquaintance?

Leanna DeBellevue: I don’t know if that part matters as much as it is typically someone who is also a business owner. Right? It’s such a different world when you’re creating something out of nothing. Most of the time, uh, it your mind shifts, uh, mindset needs to shift a little bit. So talking to other business owners I think is typically more helpful, whether it’s an acquaintance or someone you know. Well, if it’s someone you know well, you might get to the answer a little bit quicker. Um, I think a lot of times those around us know our weaknesses. Um, they don’t always bring it to our attention, but they at least notice them themselves so they can have that conversation with you.

Lee Kantor: Now, you mentioned earlier accountability. How important is it to have some sort of an accountability partner on your team?

Leanna DeBellevue: Yeah, that was a game changer for us in business. Um, it was really easy when you are the owner, to put other people off and to say, oh, I’ll get that to you later. I’ll get that to you later, and later may never come. And those are typically the things that you’re putting off, are typically the things you need to do to get the business going in the direction that you need to. So, um, I have two really good friends that every morning, um, excuse me, every Monday morning we would get on a quick text thread, say the 3 or 4 things that we were going to get accomplished that week. We would check in with each other on Wednesday. The following Friday, we had to hold ourselves accountable. Did I get things done that I said I was going to? In the six months that we did that, my business grew leaps and bounds because I finally stopped putting off the things that I was, you know, had been putting off for so long, and it was simply because I had to tell someone else that I was going to do it.

Lee Kantor: Now, um, can you share a little bit? I mean, you don’t have to say word for word what we’re in those messages, but can you give the listener an idea of what goes into one of those accountability questions? And like, if you didn’t make, you know, you didn’t accomplish what you set out to? What does that conversation look like? Do you mind sharing some of the, you know, kind of the particulars so we can kind of hear what it looked like in, you know, in real life, not just conceptually.

Leanna DeBellevue: Yeah, absolutely. So, um, use myself for an example. Um, I needed to put, um, we were needing to create a new CRM. Um, our old CRM just was not holding any of the customer information that we needed it to. It was very limited. So I had been putting this off for about six, 6 to 8 months because I knew it was going to be a time suck for me, and I just really didn’t want to do it. And so I remember on a Monday I said to the girls, I said, hey, I’m going to research CRMs. I need to figure out which one I’m going to get to. And they lovingly questioned me on it. They said, okay, that’s not going to take a whole week. What’s the next step that you’re going to get done along with that? And I said, okay, I’m going to research it and I will make a decision on what that CRM is. On Wednesday, we had a quick check in. Literally it was a question of is everyone on track this week or is there something that, um, a lot of times something will come up during the week that maybe it’s a much larger process than you originally thought it was going to be? Or maybe you’ve come up against a question that you don’t know how to answer.

Leanna DeBellevue: But in this case, it was Wednesday. I still hadn’t done it. I said, nope, just haven’t gotten the time. They said, what? You know what time, what day and time are you going to carve out to do some research? I said Thursday, finished it on Thursday by the end of the day. Friday. I did have a decision. I said, this is the CRM we’re going to use and here’s why. You know, kind of why I went in the direction that I did and they said, great, when are you going to get it? Get it implemented? So literally, had I not just had 1 or 2 little sentences, a saying, you said you were going to do it, why aren’t you doing it? And how are you going to make time to do it? And then great, you met that goal. Now how are you going to take it to the next step or the next level? So what I’ve been putting off for, I think about eight months, I got done in about two and a half weeks.

Lee Kantor: Yeah, that goes to something that I found, um, and myself and other people is that you break promises to yourself all the time, but you keep appointments with others, like you show up when another person says, can you do this? Or here’s this thought, you’re going to respond. You’re not going to ignore that person, but to yourself. If this was all happening internally, it’ll go on forever.

Leanna DeBellevue: Yes, 1,000%. I’m great at doing what I’m telling others that I’m going to do for them. But when it came to myself, yes, I would break promises to myself daily and it was really just putting a chokehold on our growth.

Lee Kantor: Now, when you’re working with your clients, um, are you having these kind of difficult conversations? Because this could be, you know, you’re you’re asking someone to change some behaviors here that are pretty set.

Leanna DeBellevue: Yeah. Yeah, it’s a lot of hard conversations. Um, but I think there’s two things that I think makes it easier to have those conversations. One is that as a business owner, I have made these same mistakes. I am coming from a place of being in the trenches with them. Um, so there’s no judgment. It’s not, you know, well, you should have done this or why didn’t you do that? It’s okay. This is what you told me. This is what you said was important. I want to help you navigate this. Right. Um, I think it’s very rare to see roadblocks, um, in a business where the business owner is not, you know, kind of the most responsible for that, right? We get in our own ways all the time. Um, but I tell people there is no judgment. I just want to help you navigate. And once there’s that trust established, and they see that it’s very gentle guidance, but still, um, still pretty firm, right? Um, once they see that by taking those prompts and moving through the uncomfortableness, they get to that next goal, working together becomes easier and easier and more and more, um, fulfilling for them because they know that doing the hard thing is going to result in the the success that they’re looking for.

Lee Kantor: Now, when you’re working with clients, do you have a point of entry? That’s kind of an easy way to kind of learn how to work together?

Leanna DeBellevue: Yeah. We have, um, a lot of different areas that we discuss in business. I tell people all the time, you might think that the problem is staffing, but in reality it’s a process. Or you might think it’s process, but in reality it’s it’s your offer. So we really look at the, the business as a whole. Um, and then I try and work on the things that feel the smallest first because people will start seeing that progress and it starts to build. Right then they’re really excited. Okay. Well, only took me a couple of days to see progress here. Now let me look at in this, you know, kind of this area of that area. And so by the time you’re doing really hard things, you have that momentum and you have that, um, excitement that it doesn’t feel as overwhelming as it might have in the very beginning.

Lee Kantor: So you’re trying to have an initial kind of, uh, holistic conversation to understand kind of the big picture. So then you can start diagnosing where there’s opportunities.

Leanna DeBellevue: Yeah. And I really do think that most people know, um, it’s either just hard to get it out or we really don’t have time to stop and think about the problem. Right. Because you’re putting out one fire after another fire after another fire, when the reality is sometimes you just need to take a step back, relax a second, take a deep breath, look at everything, look at the landscape, and then make a decision.

Lee Kantor: Now, you mentioned earlier that you built and sold an agency. Can you talk about what that was like to build something from scratch and then, um, exit from it? Because a lot of people have that dream, but it’s not a reality for folks.

Leanna DeBellevue: Yeah. And I honestly, I had no idea that the probability of our business selling, um, I didn’t realize that, um, it would be such a, um, a hard task to take on. Um, we were told it would take about 6 to 12 months to sell. I knew for about the year before that I had grown it into where I felt I wanted to take it, like all the boxes were checked, all of the goals that I wanted to, you know, tend to accomplish, I had accomplished. And so I knew it was kind of time to pass the baton to someone who was more excited. They’ve got that fresh, you know, kind of fresh new look and take on the business. And so I did that. Partly everyone was saying, you know, we were blessed enough to win. 2024 Business Marketing, top digital marketing agency of the East Valley. 2025 we got business of the year. Everyone asked me, why would you go out now? Right? Like you’re just picking up your, you know, everything is great. But I knew it was time. I knew that I had taken it as far as I had wanted to take it.

Leanna DeBellevue: And I knew that with AI and everything else coming in. It would take a total reinvention. And I really just didn’t feel like I had that reinvention. So they, uh, we took it to a business broker. They did an evaluation. They said it would take 6 to 12 months to sell. Um, and we had a full price offer in a week with a 30 day close. So in my mind, I’d given myself six months to to a full year to kind of release this, you know, kind of business. Um, next thing I knew, 45 days later, we were we were out. And it’s been an amazing journey. Um, but I think in business, you know, when you’ve taken it as far as you want to or can, and I was just it was a timing thing. Right? We had just we hit the timing just right. But I think a lot of that goes back to having those processes in place, having those difficult conversations. I think if I didn’t have that accountability, you know, the last year before that, we wouldn’t have been in a position to sell at the value that we did.

Lee Kantor: Now, can you talk about kind of the thinking when it came to exiting? Were you did you always go, okay, I’m going to sell this to a stranger or did you ever consider I’m going to sell it to, you know, my employees? Did you? Were there other options that you kind of looked at before you landed on what you landed on?

Leanna DeBellevue: You know, I never thought I was going to give it up. I didn’t. It just. It was. A time that I just I was done. I don’t know what happened. I think all of those boxes were checked. All of the revenue goals had been met. And I think I thought something magical would happen when you got to a certain level and things would just get easier and it would just be kind of, you know, kind of take on a life of itself and didn’t need as much of my attention. And I realized that the more that I needed to, the bigger we got, the more I needed to pour into. So, um, I never thought I was going to sell it when the time came. Um, I didn’t think that our staff, um, would have the mindset. They are fantastic at what they do. Um, but I didn’t have anyone on the team that saw the company in its entirety and had a vision for it in its entirety. They each had a vision for it within their own specific areas. Um, and because of that, I knew that I wanted to find someone who had a passion for, uh, growth and for the digital space in its entirety.

Lee Kantor: Now, did you kind of actively seek out individuals that you knew, or was this something you gave it to the broker, and the broker then just started asking around.

Leanna DeBellevue: Yeah, we took it to the broker. Um, and I think I was gonna give them because we were under contract with them until the end of the year. I figured that I would give them until the end of the year to see how it played out. And then potentially, if they didn’t have someone, um, that I could do, people reach out to people that I knew. Um, here in the Valley, we are one of the larger agencies. So I knew a lot of the the smaller agencies couldn’t necessarily absorb us, um, or purchase us. So I knew that more than likely it was going to have to go either out of state or to one of the really large firms. And I didn’t want it to go to a large firm because as as big as our company was, it still had a very small feel, and I didn’t want that to get lost.

Lee Kantor: So you were trying to have it be a culture fit as well?

Leanna DeBellevue: Absolutely. And that’s the number one thing. When we were speaking to potential buyers, um, the focus was on our staff and on our culture. Um, our culture was one that I’m so proud of and of everything that that we built and all of our accomplishments, all of our athletes. I think the number one thing that I was most proud of was our team and our company culture, and that’s something that I protected for your sake. And I told my husband, I don’t care what the offer is, um, or who it’s from. If it’s not going to be a cultural fit, I don’t want to to go down that road. So thankfully we did find someone that definitely had a lot of the same ideas and understood culture and wanted to protect that as well.

Lee Kantor: Now that you’ve, uh, I guess, kind of downsized your responsibilities in your life into the firm that you have now, um, have you noticed a difference on maybe quality of life or your work life balance, or was that was that ever an issue for you?

Leanna DeBellevue: It definitely was an issue for me. I think knowing that I was positioning myself to sell the last three months, um, that I was in the business before we took it to market, I started to remove myself. Um, I didn’t think it would be fair to sell the company to someone that was solely dependent on me. I wanted to test our, you know, our team, our processes and all of that. Um, so I did have a fairly good work life balance. If anything, it might be the opposite now because it is just a startup again. Um, I’m used to having a full staff that did everything. An assistant, you know, a team for this, a director for that, and different people to lean on. Now I’m back to being the, you know, the marketing department and the PR department and our, you know, our everything, right? And everything all over again. Um, that said, I’m very, very protective of my time because I know that if there’s not a balance or that balance gets thrown off, that will hurt the trajectory of our company.

Lee Kantor: So now is your work still in marketing? Does it touch that at all or you’re more of a general kind of business consulting?

Leanna DeBellevue: Um, just general business. We will look at the marketing aspect of something because that is an important aspect of someone’s business, but I don’t do any of the actual work. You know, I can oversee, like, hey, you need to look at your KPIs here or you need to, you know, kind of, you know, focus more on SEO this quarter or something along those lines. So I’ll give direction, but I’m not actually responsible for the results anymore, which has taken such a huge amount of weight off, which has been nice.

Lee Kantor: Now anything, um, any opinions about what’s happening in the world of marketing with the advent of, uh, all the AI stuff that’s going on and how quickly things are moving in that regard, do you have any ideas, any trends that you’re seeing or any shifts of how people are thinking?

Leanna DeBellevue: Yeah, I think, you know, the pendulum is swinging more towards an AI driven world, which I think can be great for making some processes faster. But what I’m seeing for businesses who are getting the results that are game changing for them is they’re using AI tools as a resource, but they’re still leaning into telling authentic, value driven stories, right? Um, I think now with AI, people are starting to question more and more is this real? Is this authentic? Is this I mean, we’re seeing videos that we’re like, you know, what is this? And then we find out it’s AI. So it’s making us question, um, what it is we’re seeing. So those brands and those, um, business owners that can tell stories authentically and they’re just really seeking true connection. People are flocking to them. It doesn’t have to be all of this high tech AI generated, um, you know, business plans and marketing plans and all of these things. It really is. How are you showing up for your clients in a way that’s authentic, which is something that I think a lot of people thought AI would take us away from. But that trend of kind of pushing back a little against that and showing up authentically is, is just amazing for our clients that we work with.

Lee Kantor: So that’s that’s now becoming a point of differentiation is if you can show up authentically. I, I.

Leanna DeBellevue: Know that sounds silly, but.

Lee Kantor: Well, it’s not silly. It’s just that’s the way it used to be. Like, that’s. Yeah. You know, it used to be. That’s what, you know, you would meet face to face. You would look someone in the eye and you would do business or you wouldn’t. And it got to the point where we were scaling everything and everything was, you know, trying to scale, scale, scale that you lose some of the humanity.

Leanna DeBellevue: Yep. I think the pendulum swinging back into that humanity. I think at the end of the day, as great as some of these features are, um, we are always going to want a human connection and brands that show up with that connection. They’re hitting it out of the park every time.

Lee Kantor: So now, um, I was on your website and I saw that you’re doing something that kind of leans into that authenticity. Uh, the accountability Collective. Can you talk a little bit about that?

Leanna DeBellevue: Yeah. No, this is great. We’re so excited to launch this. It’s launching in January. Um, it is exactly what my girlfriends and I had, um, that brought our business to the next level. It is an accountability group, um, where we’re going to meet three times a week. Monday morning. We’re checking in. What are you getting done this week? Wednesday. We’re just going to do a quick literally a one liner. Are you doing what you said you were going to do? If not, is there anything we can help with. And then Friday did you get it done? It sounds so easy and so simple, but it’s the one thing that business owners time and time and time again are telling me that they’re missing. And then when I come in and I implement that accountability for them, they’re like, man, I wish I had had this all along. So now we’re gonna open it up and we’re going to offer it to everybody. Um, whether you’ve got personal goals or business goals that you’re trying to achieve, let’s let’s get some accountability around that and see if we can’t move that needle.

Lee Kantor: And will it be delivered in the same way that you discussed earlier through via text?

Leanna DeBellevue: Um, I think we’re going to do, um, we’re going to have a couple of different options because I know with time zones and, you know, things are it’s hard to get everybody in one space at one time. Um, we’re going to have a zoom option. We’ll have a WhatsApp option, and then we’ll have a text option. So I really don’t want there to be a reason why people haven’t, you know, why people can’t participate. Um, you know, if it’s 8 a.m. and you’re in the car drop off line, right, with your kids, and it’s not a good time to meet. Great. Just make sure that you text us by 9 a.m. what you’re going to get done. Um, some people like to have that face to face interaction. So we’ll meet on zoom. So we’re we’re opening it up to a variety of ways just to meet people where they are.

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

Leanna DeBellevue: Yeah. Great. Um, I would love to talk to business owners who know that they’re doing the job that they are called to do, whether that’s plumbing or, um, a school teacher or a marketing agency, whatever that is. But they just are missing something. They don’t know what that something is. They just need a little guidance. Um, I tell people all the time, typically the way I work with people is very short lived. Um, they just really need to get over that one hump, and then they don’t need me again until they hit that next ceiling or that next, you know, kind of area where they’re transitioning. So, um, I love having conversations with people, helping them have that aha moment and the light bulb goes off. And then nine times out of ten they know what to do after that. So anyone who’s just tired of being tired, tired of struggling, tired of not knowing what that answer is, that’s a great that’s a great person for me to have a conversation with.

Lee Kantor: And for somebody who wants to learn more or connect with you or somebody on the team, what’s the website? What’s the best way to connect?

Leanna DeBellevue: Great. It’s w-w-w dot com. All of our social media handles are at Bellevue Consulting, so we can be found on almost any platform.

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

Leanna DeBellevue: Thank you so much. I appreciate your time.

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

Tagged With: DeBellevue Consulting, Leanna Debellevue

Aaron Trahan: From Chaos to Clarity – A Performance Mindset for Scalable Growth

December 2, 2025 by angishields

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Houston Business Radio
Aaron Trahan: From Chaos to Clarity - A Performance Mindset for Scalable Growth
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A13F745C-B967-4E04-8CAE-1FB8638CE912-AaronTrahanAaron Trahan is a business coach, advisor, and former corporate executive with over 20 years of experience leading high-growth consumer businesses.

By age 30, he was leading a billion-dollar retail brand, building a reputation for scaling teams, operations, and profitability.

Today, Aaron helps B2C companies implement customized operating systems that drive clarity, execution, and sustainable growth—blending leadership expertise with proven coaching strategies. IMG1994-AaronTrahan

LinkedIn: https://www.linkedin.com/in/aarontrahancoaching/
Website: https://performancemindsetcoaching.co/

Transcript-iconThis transcript is machine transcribed by Sonix

 

TRANSCRIPT

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

Trisha Stetzel: Hello, Houston. Trisha Stetzel here bringing you another episode of Houston Business Radio. Today’s guest is Aaron Trahan, founder of Performance Mindset and a seasoned executive with more than 20 years of leadership experience in both corporate and startup environments. By the age of 30, Aaron was leading $1 billion publicly traded company, a role that gave him deep insight into what drives growth and what derails it. Today, he works with leaders and organizations to to achieve sustainable, profitable growth by breaking the chaos cycle and creating systems of clarity, focus and accountability. Aaron’s mission is to help leaders get better at getting better and build businesses that scale the right way. Aaron, welcome to the show.

Aaron Trahan: Hi Trisha, thank you so much for having me excited for this conversation.

Trisha Stetzel: Yeah. Me too. And for those of you who are not watching on video, you need to jump over to the YouTube channel because Aaron has this most beautiful Winnie in the background. And I’m not going to tell you what it is. So you guys just have to jump on and see.

Aaron Trahan: It’s it’s always good to have a cute, uh, cute, fluffy business partner, you know?

Trisha Stetzel: Yeah, absolutely. All right, Aaron, tell us a little bit more about who you are.

Aaron Trahan: Yeah. You know, I am someone who really, from an early age, just gravitated towards this big, bold concept of continuous improvement. Um, I was kind of just a nerd of business books from a very early age. I started watching CNBC to just learn about what all this stuff means. Someone asked me is like, do you even know what showing up on that thing running across the bottom? And I just remember saying, not entirely, but I’m I’m learning, right? And so it just this concept of growth and continuous improvement. And before I even really knew what the concept of scaling really was about, that’s it was just kind of a gravitational pull for me, and not only on an individual level of just trying to understand how can I be a better leader, how can I lead teams more effectively, but also then how that translated to an organizational level and really just finding myself, um, you know, positively obsessed with what is it that allows Those leaders and organizations to find the next level to keep growing over a long time. But more importantly, what is it that prevents them from doing that? Why do leaders burn out once great high growth organizations, you know, either become a non growth organization or fail outright? And so, um, that was kind of the invisible journey that I was on that eventually led me to, um, you know, being a seasoned executive operator to now finding myself on the other side of the table, serving those leaders, operators and businesses of trying to avoid the same mistakes that I made, being able to access all the lessons and key insights without having to acquire the same scars that I had to acquire.

Trisha Stetzel: Um, I love that. Not that you have all the scars, but that you’re able to bring all of your expertise, your knowledge and experience to others that you serve. Now that’s amazing. All right. Names always have a meaning. And I want to dive into performance mindset which is your business. So talk to me one about the name of your business. And then let’s take a little deeper dive into the services that you provide.

Aaron Trahan: Sure. Yeah. It’s, uh, it’s probably one of the most frequently asked questions that I get is performance mindset kind of what? Tell me more about that. And, you know, kind of going back to the past 20 years that I’ve had in and around all sorts of businesses, of all sorts of shapes and sizes. You know, I think the great work that Carol Dweck did at Stanford University of really bringing the concept of a fixed mindset and a growth mindset to the mainstream, I think was was pretty valuable for all of us. But I think as I started to understand the nuances there, I started to realize that, you know, when we think about that in terms of the application to business, I just found a different story kind of playing out. In reality, nobody is going to admit to having a fixed mindset first and for all. And so every room that I was speaking to, every team I was a part of, whenever I would ask the question and really explain what a growth mindset is all about, every hand in the room is going to go up and say, yep, that’s me. I’ve got to fix our growth mindset. That’s what I’m all about. And so then I started back to that curiosity of what makes people grow, leaders evolve, and what prevents leadership growth. I started scratching my head of saying, well, if everyone has a growth mindset, why are we having these wild variabilities in performance and outcomes and results? And what I realized was there’s kind of a next level to it with a growth mindset, that thinking and believing that nothing’s fixed, you can develop and grow and build intelligence and capabilities.

Aaron Trahan: That’s great. But what I was starting to understand was thinking and believing can only take you so far. It’s missing a key ingredient and it’s the willing to take action. So when I kind of think about what shows up a lot in the business world, it’s much more nuanced than just fixed versus growth mindset. I think it’s really kind of a status quo mindset of people getting comfortable with where kind of they are, and things are good enough, so to speak. But then this other group has the performance mindset, which is just the bias to action to continuously improve. They’re not looking in the rear view mirror, kind of hanging their hat on what has already been achieved, or look at what we’ve done. It’s always asking the question how do we further improve? How do we continuously get better? Where can there be areas to take it up a notch? Where am I not operating either at an individual or an organizational level at anywhere close to our full potential? So for me, it really became this status quo mindset. Are we comfortable with where things are and we’re just kind of playing the status quo game. Then it becomes the the performance mindset. Are we willing to take the action and do what’s required to truly see better performance and better results? And so for me, that’s what that was kind of the narrative that I was seeing play out in the arena of business. It’s not as simple as fixed versus growth. It’s much more about status quo versus that bias for action to do what’s required to get better performance.

Trisha Stetzel: Okay, so how do we get from status quo or just this growth mindset where we’re just sitting still to performance.

Aaron Trahan: Yeah, I think it it is all around first generating awareness, right. For for everything that I do, it all really starts there. And I love kind of the saying that says a weakness or a development area that you’re not aware of will never be strengthened. Right. And so much around that status quo thinking is really that belief that, you know, good enough is always going to, at some point lead to complacency. And when you’re complacent, you’re not going to be intentionally driving awareness around where the gaps are. And look for high performers. Gaps may not be underperformance. The gap we are really focused on is where you’re performing versus where, you know you can potentially be performing. So it’s kind of it’s a you versus you. It’s am I better tomorrow than I was yesterday? And do we understand and put the awareness on where the gaps are that if we took action to evolve, develop, build the capabilities will get us closer to that full potential that makes us 1% better every day. That drives the continuous improvement. And that’s not always a comfortable place to be in. Always looking for how to develop. What more can I do? What more am I capable of? It requires it just requires a different intention to build the awareness, to learn where to act, to generate a better outcome. And if you’re in the comfort zone of the status quo, that’s just going to be an area that is, you know, never going to be found in that zone.

Trisha Stetzel: Yeah, absolutely. So what are your thoughts around doing it alone versus surrounding yourself with the right people.

Aaron Trahan: Oh, I, um, I’m just a big believer that you can only go so far alone. Um, you know, I’ve I’ve been the beneficiary of having a lot of great mentors, a lot of great coaching. Um, whenever I realized that I personally needed to leave that one zone of comfort and status quo thinking into a performance mindset, I needed a third party. I needed a coach to help me see what I wasn’t seeing. I needed someone to not only help me identify that there are corners coming up, but then to be able to have, you know, develop some insights, um, to proactively maybe understand and see what’s around those corners. And yeah, I think if the only, only voice of accountability that you’re kind of listening to, uh, is that voice inside your own head, I, uh, I think it’s going to be tough to really tap into the full potential that I think is there for, uh, all leaders and organizations. So I’m a big believer, um, that with others is a accelerated path to ultimately getting you to your destination.

Trisha Stetzel: Yeah, absolutely. And by the way, you need to check who’s in your room, too, right? Because we want to surround ourselves, like Aaron and I, uh, have the same kind of very uplifting, above the line energy, and we wouldn’t want to hang around. I hope I don’t want to speak for you, but I don’t want to hang around with people who have negative energy. I want them to have more energy than me and more passion. Uh, yeah. So that I can strive to be there, I love that. So let’s take this from growth mindset to sustainable growth. So can we unpack why the how of growth matters more than the how fast?

Aaron Trahan: Yes, absolutely. And it’s such a great time period of the year to have this conversation, because I believe Inc. magazine just recently released their updated list of what’s referred to as the Inc. 5000, which is the 5000 fastest growing private companies in America. And as you can imagine, every small and medium sized business would love to be on this list. What better marketing for you to put on your website or in a promotional blast of saying we are an Inc. 5000 company? Now, what’s interesting about this to kind of start this part of the conversation is fast. Growth is good, but it should not be the only thing you’re optimizing for, because follow up studies from this great list of the fastest growing companies has found a troublesome kind of where are they now? Um, you know, story that’s unfolded. And what the data shows is that 68% of companies that make the Inc. 5000 list remember the fastest growing companies in America over the next 5 to 8 years, 68%. More than two thirds of these companies either fail outright or are no longer a growth company, and they’re a significantly smaller size. And I think that just really puts an exclamation point on sustainable growth, growth that you can continue to maintain and work to compound over a long period of time is always going to be a better option than just rapid expansion.

Aaron Trahan: Back to having great mentors and someone sharing wisdom with you. I had to learn this the hard way, so I’ve got very intimate, first hand experience of all the chaos that emerges when you grow too fast. So luckily, I had a mentor on my board who pulled me aside after a not so pleasant board meeting to remind me never grow faster than you and your team’s ability to manage it. And that was always a stark reminder for me. It’s that if growth starts to outpace your ability to execute your team’s ability to manage it, chaos starts to ensue. Um, look, the graveyard is full of companies that grew too quickly, were not able to implement the systems and the structure to be able to support it and maintain it. And unfortunately, far too many businesses die by a result of collapsing under the weight of their growing pains, not from competition. Um, and so I think it’s just an important reminder that growing the right way, your ability to make sure you can manage it, the ability to generate operating leverage, um, allowing the growth to compound over longer periods of time is always going to be far more important than trying to just increase the top line by all costs as fast as possible.

Trisha Stetzel: Mhm. Yeah. That’s such a great point Aaron. And I know people are already wanting to connect with you to learn more or even just to pick your brain. If you let people do that maybe you do every once in a while. What is the best way for the listeners to connect with you? Aaron.

Aaron Trahan: Yeah, the two places I show up, most, uh, one’s going to be on LinkedIn. I would highly encourage anyone to connect, reach out. I’m always trying to share, um, the things that I’ve learned along the way and continue to learn. I’m pretty transparent with my community there of. Look, learn from my lesson. Avoid my scars. Uh, and then for a more in-depth review, my website would be the best place to go to really understand how I help executives and organizations. And that’s simply performance mindset coaching. Dot CEO uh, so those will be the two places that you’re going to be able to get access to me as quickly as possible.

Trisha Stetzel: Fantastic. And if you’re trying to connect with Aaron on LinkedIn, you can find him at r r o t r a h a n. And it’s actually Aaron Trahan. Coaching is the handle for LinkedIn if you guys are looking for him there. Okay I heard you say chaos cycle. I think we probably have an idea of what it is you described, what it is. But if we find ourselves in that chaos cycle, how do we break free from it?

Aaron Trahan: Yeah, yeah. So I think it it really comes down to one important thing. And if I could back up for a second, I think for a lot of business owners, founders, leaders, you know, it almost kind of feels like chaos is just kind of part of the game, right? It’s just if you’re in a growing business, there’s going to be some chaos that comes along with that. And I think while that’s true, I think there’s there’s different flavors of chaos to look for sure. When an organization stretching and growing and we’re reaching new heights, there’s going to be that healthy chaos that comes with stretch. But what to look out for is when the chaos really starts to hold the organization back. When you start to feel like there’s bottlenecks everywhere, you’re playing whack a mole. Your days feel much more like a, um, a day long firefight than actually doing things that are productive, that can drive the business forward. So to more directly answer your question, it all comes down to prioritization. And here’s what I’ve seen in businesses that have been a part of businesses that I help and just businesses that I’m observing is there tends to be a chaos cycle that ensues when some of the negative flavor of chaos shows up. And by the way, I’m a firm believer that when you’re experiencing that chaos in the business, that’s nothing more than the business’s way of screaming out to you that it needs better structure and needs better systems.

Aaron Trahan: That’s that’s just think about that as the language at which your, your business is communicating to you. But where the cycle starts is really going to be around your ability to properly manage prioritizations or the inability that shows up as priority mismanagement. And here’s what I see so much Uch when priorities start to be mismanaged. That could be in the form of your team feeling like priorities or switching every single week, or everything’s a priority. You know, when a business has 20 different priorities. Whether your employees say it to you or not, what they are talking about is we don’t know what the hell to focus on, right? And so priority mismanagement will always drive the next stage of the cycle, which is fragmented. Organizational focus. Focus for any business in any industry is a superpower. Period. Full stop. So when you think about the priorities at which the top level of an organization’s driving down to the team, when that’s not clear, when there’s too many, when they’re constantly changing the focus, that superpower of your organization is never going to be in the right dosage, in the right spot. So it’s going to be fragmented. It’s everywhere. So what happens when priority mismanagement leads to a lack of organizational focus? Results suffer. You see it in weak execution. You’re missing expectations. You thought sales would be here. They come in way short. We’re scrambling to figure out why. And so what do leadership teams do after this third stage? Priorities.

Aaron Trahan: Priorities were mismanaged. There’s not enough focus in the right area. Results start to show up. Weaker than expected. We need new priorities. We need a new initiative. We we need a new growth strategy to kind of get things back on track. Which then takes us back to the very top of the cycle. And you’ve now created the vicious loop. Too many or constantly changing priorities, fragmenting focus even more on, on and on through the cycle. And so to stop the cycle, to get out of the chaos cycle really comes down to a business’s ability to prioritize. And I like to think about it in terms of a question. If I was to randomly show up to your team leadership or management manager meeting, and if I was to go into the room unannounced and secretly ask everyone the same question, what are the top 2 or 3 priorities for the business, and why are these the priorities for the business right now? What would happen? Would everybody say the same thing? Would everybody say something different? So to break the chaos cycle, you have to have that team saying something similar to each other, because when they’re saying things different about the downstream chaos that that creates in an organization, everybody thinks the priority is different, which means their focus is behind something and nothing may come back and align to what is truly most important for the organization.

Trisha Stetzel: Yes, yes and yes and yes. All of these things resonate with me so deeply. Erin, thank you for taking us down that path. So does this play into that business GPS system that you talk about? Yeah. So can we dive into that a little bit 100%.

Aaron Trahan: And that’s why as I kind of in my the seat that I sit in today, kind of helping leadership teams and organizations avoid the same mistakes that I unfortunately made. You know, the past decade for me has kind of been a reverse engineering of what were the what were the tools that I was lacking, what were the frameworks and the systems that if I would have used, I could have avoided the mistakes, missteps and failures that that showed up on on my path that I had to course correct on. And yeah, because prioritization that I found is so critically important. I kind of like to think of it in terms of a business GPS. So if we were to pull out our phones and pull out whatever your maps app of choice is Apple Maps, Google Maps, whatever it is, remember, these companies that built these apps have spent billions of dollars to make it useful for us consumers. But it requires us to enter a critical data point for it to work. We need a clear destination. And if we don’t have a clear destination, that billions of dollars poured into this app will never work for us. So I’m sitting here talking to you today from Austin, Texas, right. And look, if we were to just type in central Texas into Google Maps, it’ll give us a million different options to choose from. Even if you, you know, you went into Southwest Austin. Okay, we maybe have thousands now, right? But until you get a specific location or address, that’s the only way you’re going to get an optimized route to take you from where you currently are to where you want to end up.

Aaron Trahan: I take businesses through that. Same thing is, where do we want to be over not too far out in the future because then it starts to lose its teeth. Not too short in time because we need some ability to kind of think out and plan. So I found two years to kind of be the sweet spot. So where I love to start working with businesses is really getting their teams firm on what’s our two year destination, kind of call it the vision. Within the vision, where do we want to end up? And I, I serve as kind of the challenger in the room to say, bring it down to abstract to conceptual, being the best or world class like that we can operationalize around that. How do we quantify what that looks like? How do we plug in my address in Austin and not just Central Texas or the greater Austin area. And then from there, we just didn’t execute a very streamlined, working backwards experiment. If we get the team very, very focused and aligned on what our two year vision looks like, where we want to end up, then knowing where we need to be at 12 months, knowing where we need to be at six months, knowing what’s most important over the next three months starts to get very clear and very simple. And now the prioritization of what we’re going to prioritize and what we’re not has the necessary guardrails for us to easily determine priorities from priorities. But most importantly, it helps an organization say no way more often than they are today. And as.

Trisha Stetzel: Oh my gosh.

Aaron Trahan: So.

Trisha Stetzel: I know.

Aaron Trahan: You said.

Speaker4: Yeah, Go ahead.

Aaron Trahan: Yeah. Is Warren Buffett’s always said the difference between highly, highly successful people and average people is the highly successful people say no to virtually almost everything. And it’s because the priority scope is so defined. We know what we’re going to say yes to. That fits within that scope. Everything outside of it is a no or not yet.

Trisha Stetzel: Mhm. I love this. So you just took us on this beautiful journey. Aaron thank you so much for this amazing conversation. I’ve got one last ask. Tell me your favorite client story.

Aaron Trahan: Hmm. My favorite client story is the one that’s top of mind. Was the call that I was actually just on. Um, okay. This is this was a client that was in the physical therapy space and also did some longevity, uh, strength training of really helping people coming in for physical therapy and a part of the country where people are very active, um, and have a huge interest in staying active for longer. But as you can imagine, someone running a big physical therapy operation and another business, the challenge was I can’t get out of the business. I kind of feel like so much depends on me. I’m the bottleneck. I’m reactive and firefighting all day long. And, you know, I’m not sure I want to keep doing this. Right. It’s like I’m working harder. Only for poor results on the bottom line. And so taking this client in his business through these different types of tools, we were able to get very clear on where we wanted to be. We were able to get very clear on what matters most. And we were able to then start prioritizing what needs to come off his plate, what needs to go on to different plates, how do we streamline the organization? Where where are the areas that’s really holding the business back? Um, and as you can imagine, the work that we’ve been doing over the past couple years where literally the call that I was just on before this call, a lot of the conversation was talked about how great the team is doing, how he’s got a team of individuals now operating like owners.

Aaron Trahan: He’s able to be 95% strategic, 5% tactical. Two years ago, it was the exact opposite. He was 95% reactive, 5% strategic margins have expanded in the business top lines expanding in the business. And he’s putting in fewer hours than he ever thought was possible in a growing, optimized business. And so it was just one of those feel good calls of seeing seeing someone be able to create the business that they dreamed of, for it to perform the way that he envisioned it performing without him having to be the bottleneck in every single step of the way.

Trisha Stetzel: Mm, I love that. So something simple, if you’re in your business and you can’t take vacation because you’re so embedded in it, you need to talk to Aaron. I’m just saying.

Aaron Trahan: It’s it’s kind of, uh. It’s nothing more than helping build the bridge, right? I think every business kind of has three islands, right? Vision, strategy and execution. And so few times I’ve seen are those islands connected with a clear bridge? That’s all we did in this case is we took the vision of what he wanted. We created a strategy that would make that vision tangible and put in the mechanisms to drive day in, day out, week in, week out execution to generate week over week progress. And so his three islands now have very tight, very solid, very well built bridges connecting those three islands.

Speaker5: Wow. That’s beautiful.

Trisha Stetzel: Thank you so much for this conversation today, I felt like I went on a journey and maybe even thought about vacation for a minute. We’re growth mindset. Oh no performance mindset. This was fantastic. Aaron, thank you so much for your time today.

Aaron Trahan: Yeah. Thank you for having me.

Trisha Stetzel: That’s all the time we have for today, guys. So if you found this conversation with Aaron valuable, please share it with a fellow entrepreneur, a veteran or a Houston business leader. Ready to grow. Be sure to follow, rate, and review the show and helps us reach more bold business minds just like yours and your business, your leadership and your legacy are built one intentional step at a time. So stay inspired, stay focused, and keep building the business and the life you deserve.

 

Navigating the Tech Maze: Simplifying Technology Solutions for Veteran Entrepreneurs

November 26, 2025 by angishields

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Veteran Business Radio
Navigating the Tech Maze: Simplifying Technology Solutions for Veteran Entrepreneurs
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In this episode of Veteran Business Radio, Lee Kantor talks with Rob Broadhead, founder of RB Consulting. Rob discusses how his firm helps veteran-owned businesses leverage technology by first understanding their unique processes and goals. He emphasizes a business-driven, agile approach to technology solutions, the importance of clear requirements, and practical uses of AI. Rob also shares advice on hiring fractional tech leaders and recounts a successful client engagement. 

RB-Consulting-logo

Rob-BroadheadRob Broadhead is a seasoned software developer, technology strategist, and entrepreneur with over 30 years of experience designing, building, and leading software projects across industries and platforms.

From enterprise systems to custom solutions for startups and small businesses, Rob has worn many hats — including architect, director of development, database administrator, and mentor — always focused on delivering practical, effective solutions.

In 2001, Rob founded RB Consulting to offer hands-on software development and implementation services. After seeing too many projects suffer from poor planning and technology misalignment, he shifted the company’s focus.

Today, RB Consulting helps clients avoid common IT pitfalls through well-crafted project planning, strategic consulting, and end-to-end development solutions. Under Rob’s leadership, RB Consulting has grown into a collaborative team of skilled developers who share his vision of improving the world through thoughtful, high-impact technology.

A passionate educator and mentor, Rob founded Develpreneur.com in 2016 to help developers grow in their careers. Through blog posts, courses, and The Develpreneur Podcast, he shares hard-earned insights and practical advice focused on growth, leadership, and lifelong learning.

He loves wine, travel (roamingwithrobalie.com), ice hockey, handball, and sharing stories with others through books, blogs, and podcasts. Feel free to check out his latest one page as well. https://rb-sns.com/guestinfo.php

Connect with Rob on LinkedIn.

Episode Highlights

  • The role of RB Consulting in assisting veteran-owned businesses with technology integration.
  • A business-driven approach to technology solutions, focusing on understanding client operations and challenges.
  • Common scenarios prompting clients to seek consulting services, such as growth phases and market expansion.
  • The importance of identifying business pain points and strengths before recommending technology.
  • The types of businesses RB Consulting typically works with, including startups and growth-phase companies.
  • The engagement model of RB Consulting, emphasizing client empowerment and ongoing support.
  • The cautious approach to integrating artificial intelligence (AI) in business processes.
  • The significance of clear communication and precise requirements when utilizing AI and technology tools.
  • The agile project management methodology employed by RB Consulting for technology implementations.
  • Advice for hiring fractional CIOs or CTOs, focusing on alignment of values and understanding of business challenges.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studios in Atlanta, Georgia. It’s time for Veterans Business Radio, brought to you by ATL vets, providing the tools and support that help veteran owned businesses thrive. For more information, go to ATL vetsource. Now here’s your host.

Lee Kantor: Lee Kantor here another episode of Veteran Business Radio and this is going to be a good one. But before we get started, it’s important to recognize our sponsor, ATL vets, inspiring veterans to build their foundation of success and empowering them to become the backbone of society after the uniform. For more information, go to ATL vets. Today on the show we have the founder of RB Consulting, Rob Broadhead. Welcome.

Rob Broadhead: Thanks a lot. Happy to be here.

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

Rob Broadhead: Well, we help businesses find a way to leverage technology to do business better. And actually usually that starts with sitting down with them and talking about their business instead of it being a technology forward approach. It really is business driven. We find that processes are very important, and getting those out of the head of the the leaders and the owners of companies can sometimes be a little bit of a it’s an excellent practice, and that’s usually the most important first step, so that we can really help everybody understand and be on the same page with how things work, how the business is organized, what matters to it, and honestly, sometimes what doesn’t. Setting those proper priorities. And then from there, then we can talk about how to leverage all of the all of the blessings that technology can give you today without hopefully without, while avoiding all of the curses and the sprawl and all the other things that are the headaches that sometimes causes us.

Lee Kantor: Now, what is kind of the pain your clients are having right before they call you? Is are they coming to you because, like, they got a ransomware attack or something bad. Their computers have crashed. Like, are they coming for you to triage something? And then you start having these strategic conversations? Are they kind of having other kinds of problems within the business that, you know, a fractional CIO or CTO could help them?

Rob Broadhead: Uh, it is it is usually not a a fire erupting per se, like a security breach or something like that. Um, we actually and honestly, our ideal customers are those that it’s really more they are in a situation where they are, uh, for lack of better words, stuck where they’re, they’re at a point where they’re, you know, they’re making a change. Either the business is growing, uh, they may be launching a new line of products or going into a new market, or it may be a brand new business. So it is where, you know, owners are in a situation where they say, you know, the business leaders are in a situation where they say, you know what? We’ve we’ve got to prepare for this next phase, and we’re really not comfortable or not real sure on what we have. Uh, a lot of times, also acquisitions that’ll happen where there’s you’ve got a lot of technology. You may even have a big team, but you’re really not comfortable with what they do, what they provide, and how are they going to help you move forward. And that’s where we start having those conversations and say, okay, well let’s see. Let’s see what you got and let’s, you know, go to the war essentially go to war with the Army you’ve got with you.

Lee Kantor: And then what are some of the things you’re asking them in those initial conversations, like, do you have to know their kind of their tech stack. You have to understand kind of what you’re dealing with before you kind of can make recommendations.

Rob Broadhead: Yeah. But really usually the first question is going to be tends to be much more. It’s non-technical. We’re talking about things like what are your pain points? Where are your what are your strengths and weaknesses of your business as you see it right now, it’s things like, you know, are you really great at customer service? Are you, uh, are you delivering your products on time or are you having problems with that or are you having problems with your vendors? Are you having challenges communicating with your staff? There’s a lot of these. There’s a lot of things that just businesses can run into. And that’s where we start, because we want to figure out where the low hanging fruit is. What are the things that we can look at first to try to solve, to give you that, you know, benefit as soon as possible? And then as we get into that, that’s when we start talking more about, okay, now that we’ve got the, you know, the 50,000 foot view, let’s drill into some of those things and talk about how the organization is laid out. Uh, what are the, you know, the details, the nitty gritty details of things like your technology stack? Uh, some of it also a lot of it is where are you located? Are you a single headquarters or single location? Are you multiple? Are you a virtual company? Uh, because all of those things come into play when we’re trying to recommend, we’re going to recommend a solution because we’re not coming at you from a, you know, for example, like saying that we’re a Microsoft provider. So we’re going to recommend you the best way to use Microsoft Tools or the best way is to use Oracle. The best way to use whatever your you know, the technology does your is. Instead, we’re going to start from your business and figure out a right size solution for your business and where you’re at business wise, the vertical you’re in, and even geographically in the staff that you have to try to get the best fit for you.

Lee Kantor: So what is kind of the size and number of employees of a typical client? It are you working with kind of one person startups, or are you typically working with enterprise level organizations like who’s your best fit client?

Rob Broadhead: Our best fit tends to be, um, two. There’s really two fits. It is it’s startups. Because the nice thing there is, you have a, you know, completely clear whiteboard of what you can talk about, where you want to go. You can keep it really around their vision and their budget and then build a solution there. But also, um, probably even the people that need us the most, the most are those that have, uh, we refer to it as they’ve gotten out of the survival mode, and now they’re getting into the growth mode of their companies, so they’re usually a couple of years old. They could range from five to 50 or 100 employees. And they’re in the, you know, maybe in the low millions of their, their revenue. But they’re they’re sitting to a point where they said, hey, we’re we’ve been working our butts off. We’ve we’ve scrambled, we’ve scratched, we’ve clawed. And now we feel like we want to make this sustainable because, you know, working your butt off all the time is is not sustainable in the long run. And so they’re ready to get into that growth. And that’s where we’ll say, okay, well let’s look at what you’ve built and what you’ve got. And how do we turn that into systems and processes and automation and things like that that will help you grow and scale, uh, without, you know, running you into an early grave.

Lee Kantor: And when you work with them, are you coming in to kind of do that project and it ends there, or is this something like once you start working with them, you want it to be kind of an ongoing retainer type relationship where you’re monitoring and maybe you’re watching their back and staying ahead of things before they turn into problems.

Rob Broadhead: Ideally we like to we’re we’re we believe in the, you know, teach a man to fish over giving them a fish kind of approach. So we try to do what we can to put systems and people in place so that they can move forward. Somewhere along the way, they can move forward without us. We start with a recommendation, an assessment and recommendation, and sometimes the organization is set to go from there. Usually they’re going to, at least in the first couple of steps, are going to work with us to, you know, to help get things in place or to help. Just make sure that everybody’s on the same page. Uh, sometimes it sometimes it does take a while because there’s sort of a pilot project. And then once that gets in front of people, then the owners say, oh, wait, now that we’ve got this, we can do that, and then we can do this other thing. Uh, sometimes it takes a little while, but our goal throughout all of that is to not be, um, we don’t want to be, you know, we want you to give us a call because you’re just saying, hey, things are going great as opposed to just feeling like you’re constantly having to come back to us and ask us for more.

Lee Kantor: Now, how are you handling your conversations with your clients or prospective clients when it comes to AI? I mean, that seems to be, uh, all over the place and people. I mean, I would imagine they in their head, they think they know how it could help, but in reality, it’s not going to do what maybe they picture in their head. How do you have those conversations?

Rob Broadhead: Uh, it’s I’m chuckling as you ask that. We just, uh, I also have a podcast that I do, and we just had a conversation for an hour with, uh, somebody in the, in the exactly the same space where we, we talked about AI and the, the challenges, particularly from a business owner point of view. And with those, uh, we are you know, we’ve been researching it and it’s the level it is today. There’s not too many people that are going to be very far ahead of where you’re at as a business owner. But, um, technologists like us that have worked with it and smart systems and things like that for a few years, we’ve we’ve got at least we’ve got an eye on where you can go. Uh, a lot of times it’s we start with caution. And, um, for myself, I’m a big fan of caution and proof of concepts or, um, you know, minimal viable products or something like that to say, let’s, let’s talk instead of slapping AI at something, let’s go back to, like, what are you really trying to solve? And then once we look at understand the problem and the solution, then we can look at where AI can be applied to it. Um, there’s a lot of there’s a lot of things that people think AI will fix that it won’t or at least won’t right away. Uh, and even more of them that you have to yes, you can use it, but you have to be very intentional and understand what you’re you’re dealing with when you get into, uh, using AI and what your investments are and what you have to invest in your technology and even your people to make sure that you are getting the most out of that investment.

Lee Kantor: Now, are you, as a software developer, using it when it comes to coding?

Rob Broadhead: I use it extensively. I use it daily. I have used it to, uh. They call. They have this thing vibe coding. And, uh, I guess it’s don’t really use that as much. Uh, but it is a facet of that. Uh, since I’ve, I can write code and understand code and correct code based on what AI does. Uh, plus also we have our best practices and things like that. We’re able to, uh, generate some of the stuff, the stuff we’ve done in the past, uh, where at least it takes us at least at at least half the time, and sometimes quite a bit less to get it done. Uh, there’s, there’s cases where we’re seeing, you know, 70 and 80% productivity gains for the, the direct, uh, the coding part of it, uh, this design side and things like that, not as much, but we, uh, we definitely use it from the coding side, and we use it from a business side a lot. We use it a lot for, uh, for marketing materials and content and things like that to help give us a, a starting point so that we can then, you know, spend a little less time writing that, that nice article instead really focus on, uh, use it for the research and then, you know, gather it and write it up and turn it into something that, you know, that we’ve we are now presenting and not just, you know, a a collection of data points.

Lee Kantor: So if people are working with you, they would be using AI. It might just not be customer facing like it would be happening in the background.

Rob Broadhead: Yeah, most likely there’s there are very few things that we don’t. We there are very few things we don’t try to apply AI in some way, form or fashion at this point.

Lee Kantor: But it’s hard to have your clients kind of utilize it in the way that you’re utilizing it. There’s not a place for your clients to use it as a developer is using it.

Rob Broadhead: Uh, well, for developers, we’re using it to generate code, uh, for our businesses. There’s a for our clients. Uh, there’s there are definitely non coding solutions to AI that we talk about on a regular basis. Um, we actually I have talked extensively about how we think this is going to be Um, this is going to help people and force people to be, in a sense, better managers and more clear communicators. Uh, we’ve a lot of people I’ve seen a lot of people that talk about using having chats with, uh, with AI agents. And I think that is, uh, a really great approach for businesses. There’s a lot of things that you can get from a conversation, we’ll call it with, uh, with an AI, uh, application. You can use it for research. You can get a lot of, uh, out of the box ideas. I’ll give a very brief example is we’re about to my wife and I are about to embark on a lot of travel. Uh, going to a lot of some places we haven’t been before, and we have been able to use AI to, uh, actually, throughout the process, because we’re actually going to be digital nomads. We’ve, we’ve had, uh, AI send us, you know, provide us links and places to go to learn more about, uh, all of our, you know, travel visas and places to rent, um, you know, like Airbnbs and places to stay. Places to go see.

Rob Broadhead: And what are some of the sights and some of the concerns about that area as far as like timing and scheduling? Uh, down to like train schedules and planes? It actually has. We actually evolved our original plan quite a bit based on, uh, AI conversations and, uh, the sort of the rabbit holes. We went down there because there were we had our plan, uh, we had sort of our thoughts roughly of how it was supposed to be. And as we started going down some of the the steps to get there, AI would mention things or say things that led us in a different path. And, uh, we’ve been very happy with what we’ve seen out of it. And I can see that you can take that with almost any topic. So I think as a as a business user, I think that’s, uh, as a business owner, I think that is something that you should, you know, we’ll call it, play around with it and get comfortable with it. Uh, I think it’s here to stay and your competition is going to be using it. So you need to get comfortable as well. And those are some of the conversations we have is like, how do you if somebody doesn’t understand? They’re like, I don’t even know where to begin. Then we’ll talk to them about ways to begin and how to get started or something like that.

Lee Kantor: And you made a good point that they give you links that you should check, because we’re still at a trust but verify stage with this technology.

Rob Broadhead: It will I. My most frustrating conversation I had with this was with an application we were building as it was. One of the things that was doing is it was providing LinkedIn links for people that we were part of, the data that we were pulling back. And even though we specifically said, if you can’t verify the link, don’t give it to us, it would still generate a link and give it to us and say it was valid. And we’re like, no, it’s not. So we finally had to say, just don’t even don’t even try to add that into the information because it was it was effectively lying to us.

Lee Kantor: Yeah. When I recommend people play with it, um, I think it, it really opens their eyes on what it can do, but also what it can’t do. And to be wary of those kind of limitations. And it is frustrating where you’re like, just do you know you’re supposed to be working for me? And I’m telling you not to give me this, and you keep giving me this like I it like I’m talking to a toddler. Like that’s just ignoring me.

Rob Broadhead: Well, that is that is the best thing I now I’ve heard it from a couple people in conversations. To think of it as AI is like a super junior, like a, you know, an a person, a new hire that is fresh, you know, fresh out of business school or whatever. But they know everything. They have this amazing amount of knowledge, but the communication skills are lacking. And so I think sometimes that’s on both sides. I think it will help us as we look at our conversations to be more, uh, to learn how to be more specific and detailed when we ask questions of it, because AI is sort of unforgiving in that sense. So if you leave something out, uh, sometimes you will end up getting completely the completely wrong answer. And honestly, if you don’t understand what you’re asking, uh, then you can end up in a in a very bad place. Uh, we’ve I’ve seen more than a few, uh, basically rapes that have been built obviously through AI. And it is it actually ends up being nonsensical because I think it’s because the person that did it, you know, had a very, uh, general idea. They said, hey, go do this. And they didn’t understand where they needed to tie down some of the details. And sometimes they don’t even they didn’t understand what, uh, what they were asking for, for lack of a better term. For example, like if somebody says, hey, I need a CRM for my, my business. Well, you know, we all sort of know, okay, that’s a customer relationship management application. But there’s that is a big wide umbrella. And there’s a lot of things that can be involved in that, that you may or may not understand if you’re, you know, as far as building an application. And if you try to just have AI do that for you, you’re probably going to miss out on a on a lot of pieces or get some stuff that, like I said, sometimes it’s just conflicting data.

Lee Kantor: Yeah, you have to know how to write prompts. And um. It’s not you can’t be kind of general or broad that that’s opening up a can of worms.

Rob Broadhead: Yes.

Lee Kantor: Now, how, um, when you’re working with your clients, how, like, how do you kind of at the end of the project, how do you know it’s time to high five or hunker down and and do more? How do you measure success?

Rob Broadhead: We tend to do it in, uh, I love to do like phases or versions. Usually now it’s, it’s phases because even, uh, even though we’ll the approach we take uh, is based off of something called the agile approach. And one of the key things that we work with is regular, uh, usable, as they call it usable software. And so we try to do is we try to take whatever the project is and then break it down into, uh, steps or phases, where along the way we will put something in front of the customer. They’ll be able to see what’s there. They’ll be able to have some usefulness out of that application. And we’ll usually start with, uh, you know, x number of features and functions and sort of where we want it to go. And as we are building out those releases, then we will there’s an evolution of that that either is, uh, an expansion where it’s like, well, hey, we really need these additional features, or sometimes it’s reduction where it’s like, oh, hey, since we’ve got this, we don’t need these other things that we thought we needed. And there is a it ends up being it’s there’s definitely an art to it is finding, uh, good logical stopping points. And it very much varies from project to project because it has to do with what they have in place as far as, uh, their team and their systems, uh, because sometimes they don’t have if they don’t have it, if they don’t want to hire any IT people, they don’t want to outsource stuff, then if they want to do any additional features, then, you know, we’re going to have to come back and do it.

Rob Broadhead: But even then we try to do it in a sort of like essentially a project based a finite definition of what that product is. And we even start at the beginning of a project and talk about like what is what is done mean? Like, what are the things that we even if we’re not sure all the features, what are the key things, the why for this project that we’ll be able to look at all the time and say, you know, if we lay down at the beginning, the project, there’s three things that we needed to do. Then as we’re going through the project and we’re, you know, maybe features are being scoped in and stuff like that, we can look at it and say, well, does this serve the purpose of those three things that we talked about? If it does, okay. But if it doesn’t, then do we, do we want to expand it or not. And we just it really is it’s a constant, uh, really. It’s a constant check, you know, on a regular basis to check in and just say, okay, we are we doing what we said we wanted to do? Are we on track? And then you end up sort of walking it in at that point to say, okay, now we can start knocking out the tasks that need to be done to get that, uh, to a completion phase.

Lee Kantor: Now, um, is there any advice you would give somebody who is hiring their first kind of fractional CIO or CTO? Is there some do’s and don’ts that you recommend people follow?

Rob Broadhead: Um, I think for any hire, one of the things I always say is, is get to know the person to some, you know, interviews are okay, but usually like a second interview, it’s a it’s not a skill or experience interview where you can just sort of get to know the person, particularly like a fractional CTO, CIO level. You want somebody that you you can personally work with, that you feel like they have a lot of your same, uh, your same values and vision and things like that, because you don’t want somebody that comes in and has a very different approach to, to business and maybe even a view of the world than you do, because this is somebody that’s going to be helping you achieve, you know, achieve your goals. So I think that would be part of it. And the other is, is talk to them about your the problems that you have and you should be able through that that conversation. Uh, get from them some ideas of how to solve those problems. And if the solutions that they’re saying make sense, they, they are in line with like what you would do or I mean, they and they may be completely innovative, so they may be completely new. But in hearing them you’re like, yeah, that that makes sense. That’s a that would be a logical approach. Uh, but then great. But if they’re saying things that don’t make sense to you or that seem in particular that seem, um, for lack of a better term, ignorant of your, your business and your model and your industry. Then maybe you want to, you know, that’s where a good clue to red flag to maybe move on to somebody else. Because there’s when you get into that level, when you got people that are helping you define and automate your processes, you need somebody that also, um, either knows your business like you do, or you feel like they are going to be able to step in and understand it enough to be able to, to do those processes.

Lee Kantor: Is there a story you can share that maybe illustrates how you’ve successfully worked with a client. Don’t name the name of the organization, but maybe share the challenge they had when they started working with you, and how you were able to help them get to a new level.

Rob Broadhead: Um, I’ll go. One with was, uh, it was actually a whole series of it was an engagement that lasted for quite a while, and it was a lot took a lot of different roles. Uh, when we initially stepped in, when they initially talked to us, they needed somebody to help them evaluate their systems and their their team. They’d been around for decades. Their team had been around for decades. I think the the most junior person in the organization had been there like 24 years or something like that. So this was a a set solid team. There was actually the one of them was sort of getting to the point where they were going to retire, and they’re just been, you know, things that the company, the organization was used to and, uh, the, the leader, the head of the department said, you know, I’m not sure if this is. Is this normal or not? It was one of those like, you know, let’s let’s do a little check in and see what happens. So brought us in and we took a look at their their all of it, their systems, their processes, their team. We interviewed all of them. We talked to a lot of the other department heads and ended up, uh, saying, you know, they they actually did have a really good team. They weren’t, you know, they weren’t knocking stuff out of the park, but also they were actually they didn’t have the resources to do. So. Um, they were able to sort of, you know, they were able to get the job done and for the salaries and the price they were getting paid, they were paying for in that it was like, this is you’ve actually got a pretty good deal going here.

Rob Broadhead: Uh, but within that, that was also we got to know the team. So as the one, um, you know, the, the one department manager retired then we actually continued to work with them. We helped them with a couple of their technical issues. We helped them go, uh, really we didn’t. I guess we did do a little bit of an interview of their what the the replacement IT person became, uh, but also really a lot of it was helping them build out like a job posting and and job requirements and to help them figure out like, what are they looking for to replace this person because, you know, it was somebody that had very niche skills that was in their department that they could try to find that, but you wouldn’t find them in a way that would be affordable. Versus we said, well, here’s what you can do. Here’s how you can massage it. These are the kinds of people you can work with that you can bring in. And they will they’ll be able to learn what you need them to learn, but also be able to help you grow and have a modern approach. And it ended up being great, had a great relationship with all of them throughout, and ended up being one of these things that it’s like, like some of your best business relationships. There was a whole lot of like personal things that came out of it, and a lot of great ways we were able to help each other. So it was, uh, those are the kinds of things you the kind of, uh, projects and engagements you love to have.

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

Rob Broadhead: Uh, RB consulting site is rb dash SNS. Sam. Sam. Um, you can shoot me an email. Rob at rb Swns.com. And also, I’m fairly active on LinkedIn so you can find I don’t think there’s a ton of raw broadheads. And I’d be the one that’s, uh, I think it’s got me listed as RB consulting, so it’s pretty easy to find in a search. And I’d love to have talk to people. And there is on the site, there is a couple ways links to get Ahold of us, uh, either to do a free 30 minute call just to, to have a phone call, a zoom call. Uh, and also we’ve got, uh, sort of like an introductory technology assessment that you can do if you want something that’s a little deeper.

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

Rob Broadhead: Thanks a lot. Thanks for having me. I appreciate being here.

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

 

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