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Search Results for: marketing matters

Story Over Script: Building Trust Through Authentic Video with Graham Kuhn

February 13, 2026 by angishields

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Cherokee Business Radio
Story Over Script: Building Trust Through Authentic Video with Graham Kuhn
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Brought to you by Diesel David and Main Street Warriors

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On this episode of Cherokee Business Radio,  Joshua Kornitsky sits down with Graham Kuhn, Founder of Focus Films, to explore how authentic storytelling through video builds trust, credibility, and meaningful connection. Graham shares his journey from opera singer and wrestling coach’s son to full-time filmmaker, and explains why real conversations—not scripts—are the secret to powerful brand storytelling. The discussion dives into how businesses can use video strategically to stand out in a crowded, AI-driven world.

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Graham-KuhnGraham Kuhn is the founder of Focus Films, a video production company rooted in results-driven storytelling. He works with business owners who are tired of generic content and want videos that actually do something: build trust, convert leads, shorten the sales cycle, and educate prospects with consistency.

From law firms shifting public perception to homebuilders elevating their brand presence, Graham helps companies stand out by showing the human side of what they do. His storytelling is never scripted, he uses interview-based videos to capture authentic emotion, paired with smart strategy that aligns with business goals.

Before video, Graham spent 20 years as a professional singer and a wrestling coach. That blend of artistry and discipline is what sets him, and his videos, apart.

Episode Highlights

  • From Farm Kid to Filmmaker
    Graham’s path began in small-town Wisconsin, shaped by hard work, music, and athletics. After years as a professional singer and church video producer, his side hustle in video storytelling grew into a full-time business built around authenticity and human connection.
  • Why Scripts Kill Connection
    Graham doesn’t use teleprompters or scripts. Instead, he relies on documentary-style interviews and real conversations to draw out the “why” behind a business—because people connect emotionally with stories, not polished sales pitches.
  • Storytelling Isn’t Passé—It’s Powerful
    In a short-attention-span world, authentic storytelling still engages the brain more deeply than facts and data alone. Emotional connection builds trust, and trust drives buying decisions.
  • Video Strategy vs. Viral Hype
    Focus Films doesn’t chase viral reels. Graham emphasizes strategic video assets—brand stories, testimonial videos, and website content—that convert viewers into clients, rather than just generating social media views.
  • Authenticity in an AI World
    As content becomes more polished and AI-generated, genuine human presence stands out even more. Imperfections—“ums,” pauses, real emotion—create relatability and strengthen trust.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

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

Joshua Kornitsky: Welcome back to Cherokee Business Radio. I am Joshua Kornitsky, your host and professional implementer, and I’ve got a great guest in studio with me today. But before we get started, I want to remind everybody that today’s episode is brought to you in part by our community partner program, the Business RadioX Main Street Warriors Defending Capitalism, promoting small business, and supporting our local community. For more information, please go to Mainstreet Warriors. And a special note of thanks to our title sponsor for the Cherokee chapter of Mainstreet Warriors. Diesel. David. Ink. Inc. please go check them out at dieseldorff. Well, as I said, I’ve got a fantastic guest here in the studio with me today. I’d like to introduce everybody to Graham Kuhn. He is the founder of Focus Films. His work centers on helping business owners think intentionally about how they show up, communicate, and connect with their audiences. He operates at the intersection of storytelling, trust, and personal presence. Graham brings a practical, human centered perspective to how business visibility and credibility should be. Welcome, Graham. Good morning.

Graham Kuhn: Good morning Joshua.

Joshua Kornitsky: Thanks for being here, man.

Graham Kuhn: I know everybody says happy to be here, but I really am. I’ve been I’ve been looking forward to this. So I’m excited to chat with you.

Joshua Kornitsky: Well, let’s begin at the beginning. I always like to hear the origin story. How did you get to where you are? What inspired you to do what you do?

Graham Kuhn: Well, going way back, I mean, I grew up in in a small farming town in Wisconsin, um, you know, hard work, blue collar. My grandparents had a farm, you know, baling hay, driving tractors when I’m eight, ten years old. Um, so, I mean, that really instilled a work ethic in me that I still have to this day, where my wife is like, you’re a workaholic. I’m like, I don’t, I’m just driven, man. I just I like to work hard. Um, and then, um, when I got to, like, middle school, high school, I had a love for music. So, um, I started singing, and I became, you know, I got, like, the lead in the musicals, and I was, like, on stage, like, oh, that’s kind of what I want to do with my life. That’s awesome. So I went to college, um, and I studied opera and I wrestled in college. And so it was an interesting dichotomy of the right brain and the left brain and the emotion and the tough guy and all that kind of stuff. And I just, um, I had been shooting videos for my father, who was the wrestling coach at my high school.

Graham Kuhn: Um, because he said when I was like in sixth grade, he’s like, hey, um, we need somebody to to film the the high school wrestlers. Do you want to do it? I’m like, yeah, sure. And I liked it running the camcorder on the tripod. This is like 1986 and, uh, uh, you know, the old school camcorder. And then at the end of the year, I’d like throw the, the best moves together into, like, a highlight video and on the VHS tape. And we’d show it at the banquet and everybody would cheer and be like, that’s so cool. I’m like, I like that. And then when I was wrestling in college, my college wrestling coach was like, hey, I heard you made some highlight videos. Would you do that for us? Sure. Right then, through music, I auditioned for a singing group, a professional acapella group in Atlanta, and they let me in. So I moved to Atlanta in 1999. Um was a professional singer for 20 years. Wow was, uh, working at my church doing music, worship leader and also video production because they also got wind that I had done some videos.

Joshua Kornitsky: It’s amazing how word gets around.

Graham Kuhn: I know, and it was like, I mean, it was the Catholic Church. So in 2010, they decided they wanted to be on the cutting edge and start doing videos. But um, so then from, gosh, 2009 or 10 until 2020, I was cranking out 2 or 3 videos every week.

Joshua Kornitsky: Wow.

Graham Kuhn: So I got pretty good at it. And it was through that that I that I discovered this, like, authentic storytelling kind of vibe. Um, just letting people be themselves that really resonates with people when they’re watching videos. And, um, so then long story short, my side hustle video business just got too big because people from the church were calling the office, like, who makes the videos? I need them for my business. They’re really good. I need them for my business.

Joshua Kornitsky: That’s awesome.

Graham Kuhn: So then my wife and I just, you know, we had some we had some conversations. We’re like, am I gonna quit my job and do this full time? And so we did. We we left the salary and the benefits and went full time into this. And, uh, it’s been really great.

Joshua Kornitsky: I mean, it sounds like it was born of passion and genuine love and interest. And when it comes to starting a business, those are not uncommon reasons, but they are usually difficult to become sustainable. So it sounds like it’s got its own momentum. And you’ve been at it now for a number of years, plus all the many years of experience getting into it. So let’s talk about storytelling, because I, uh, in my heart of hearts, I want to retire to the hills and just be a storyteller in storytelling competitions. It’s a it’s a passion for me.

Graham Kuhn: That’s very.

Joshua Kornitsky: Cool. Um, I just think it would be a lot of fun. But when you talk about storytelling, you’re talking about your words, right? The authentic person in front of you, how do you help them go from being? I’m afraid of being on camera, and I hate the sound of my own voice to getting to the point where you’re actually reaching that person.

Graham Kuhn: This is going to sound scary to people, but the biggest thing is I don’t script anything. There’s no there’s no teleprompter, there’s no script, there’s no reading. And I mean, the real the real secret is that most of the videos that we make are interview style, like a documentary style where, like the conversation you and I are having right now, there’s no script, right? You’re asking me questions. I’m answering, and we’re having a conversation and it’s the real me. Whereas if we were doing this for a video project, there would just be two cameras off your shoulder that were filming me.

Joshua Kornitsky: And a teleprompter behind my head.

Graham Kuhn: And we’re just and we’re just talking for like an hour. And the real key, though, is I’m not asking when I’m talking to my clients. I want them to connect with the viewer on an emotional level, a psychological level. If, for instance, you’re if you’re a roofer, I’m not asking you about shingles and gutters and siding. I’m asking you like you asked me about my origin story. I’m asking them why they do this. Why are you so passionate about this? And most of the time for, say, a roofer, it’s going to be because I know that home is where the heart is, or home is where they make memories. It’s more than windows and a roof. It’s where a family is safe and all that. And that’s the passion behind it. It’s not. I love to put this kind of shingle on a roof. It’s because they want to help people and help them make memories. That’s the story and the way I get them to open up is literally have a conversation with them. We do a one hour deep dive pre-interview, if we will, a week before we ever shoot. Then I already know their story, so I can help guide them by asking them questions to pull out what they need to get. Um, and then we really they’re never looking in the camera. They’re always looking at me. We’re just having a conversation, and I’m really trying to focus on why they do it. And then we’ll touch on, you know what? What do you do? How are you different from competitors. But really that why is what connects with people. That’s emotionally. If I hear somebody saying, I do home building because I grew up working in the woodshed with my grandpa and he really inspired me, you know? And again, I know that home is where people are going to make memories. That’s what connects versus we’ve got this architect and we’ve been doing this since 1998, and we’ve been it sounds like everybody else, but it’s really the conversation and just leading them to talk about who they are, why they do what they do.

Joshua Kornitsky: Why it’s right.

Graham Kuhn: I mean, it’s it’s almost cliche these days with Simon Sinek and all, but it is. That’s what resonates. I want people to watch my clients video, connect with them on an emotional level and go, hmm, I would trust them with my money.

Joshua Kornitsky: Well, and ultimately we do business with people we trust, right? Absolutely. And stories are what connects us at a human level to better understanding why you’re doing what you’re doing. Yeah. Um, you and I did have a pre-show discussion, and one of the things that I distinctly remember, because it’s something I think we have in common, is, uh, that we both like to focus on education and helping people understand. I’m less concerned, and I feel you’re less concerned about getting to the here’s your invoice and much more concerned. Talk to me about how you educate and what it is you educate because I well, there’s there’s another question here, which is probably what are the assumptions people make about what you do. And then let’s talk about how you educate them, because I imagine kind of like when Facebook got popular, if you had a DSLR camera, you put yourself out there as a wedding photographer, right? And as, as someone who’s been burned by a wedding photographer. So what are the assumptions people make? First.

Graham Kuhn: I have no comment. I was a wedding DJ for 13 years and I’ve heard some horror stories about photographers and videographers. Anyway, um, the misconceptions people have is when they hear, oh, you own a video company with how the world is today with TikTok and Instagram, and they assume it’s a bunch of 32nd reels, or it’s, um, you know, you’re going to write a script and we’re gonna come up with a skit, you know, because that’s what. Well, that’s absolutely not what we do. Um, that may be the first step in a strategy, right? Because I firmly believe that those, um, social media reels and social media, Facebook and TikTok, that gets eyeballs, it gets engagement. But most of the time it’s not going to lead to business. It’s not going to lead to conversions. That’s your first step. You get eyeballs and then somebody goes, huh, I think I’d like to check out their website and maybe hire them. Then they go to the website and there’s nothing but text there. And like, my dad and I started this business in 1992 and we’ve been around for this many years, and there’s no emotion or psychology. There needs to be a deep like brand story video, almost a documentary about the why. Like we were talking about testimonial videos from clients because we use emotion. We buy with emotion. Sure. And then we use the logic to justify it. But if it’s just a website with text, it’s like logic, logic, logic, logic. They saw these great videos on social media. They go to the website, nothing there. So biggest misconception is that we do social media content. That’s not it. It’s storytelling videos, marketing assets that are going to drive business because I firmly believe if you’re going to hire us, you better make that much money back and more. That’s why we’ve got a pretty stringent pre-qualifying process, because if I don’t think it’s going to be effective for you, we’re not doing it.

Joshua Kornitsky: And I think that’s a really upfront way to represent yourself, because I feel certain that anybody can get a camera for hire. Uh, anybody, certainly with modern technology, can just record, right. But what you’re offering is a whole lot more than that. But you also want to make sure that, uh, as we say in my universe, that the expectations are aligned to the outcome. Right? Otherwise, you have someone who is expecting. And one of my marketing is is a hobby. It is not a focus of mine. But I’m I’m always fascinated by by reading thought leader’s perspectives. And, and one of the things that I’ve read is anybody that promises you that they can get you viral, fill in the blank, uh, move along. There is. If anyone knew the recipe, everyone would be following it.

Graham Kuhn: Yep. Yeah. And I mean, I would say I tend to know what works in my universe. Like this will probably get results, but I will never guarantee this is going to happen.

Joshua Kornitsky: 70 million people are going to watch you do this.

Graham Kuhn: You never know. And then from. But that’s part were you asked about educating is um, also part of the strategy in that I like to teach people how to create videos, how to use videos in their business, whether it’s I’ve got a couple clients who own DSLR cameras, but they never use it. And I’m like, hey, I’ll help you set it up. And then other people are like, well, we don’t have the gear, we don’t have the it doesn’t matter. You’ve got a phone. I’ll help them talk about what kind of content they could do. Or here’s some ideas. Or if they want to set it up on a tripod with nice lighting and microphones, I’ll help them do that. Like, I will educate them on that if you want to talk about gear setting up, but then it’s really about educating them on getting out of their own way and just being themselves on camera, getting over that fear of, oh, people are going to judge me and oh man, you just gotta do it, you know? But the way that benefits me if we want to be selfish, is that I tell my clients they don’t have to pay me for everything. You’re paying us to do, say, a brand story video, maybe three testimonial videos. You don’t need to pay us to do social media content, but I’ll help you teach you how to strategy. Yeah, because then the the more content they’re putting out there, it’s going to work better for them. And they go, wow. Graham with Focus Films really helped us. And video works great where they’re not paying me for everything. I educated them on how to use video. Everybody wins. I mean, which is really my my driving why and passion is just I want everybody to win, man. I want everybody to be happy and joyful and full of gratitude. And I want everybody to crush, you know? And so if I’m a part of helping a business owner win, especially the little businesses beating the big guys, bro.

Joshua Kornitsky: It it is among the most satisfying things that I’ve gotten to experience professionally is, is when I see the the teams that I work with Achieve the success that they were always capable of. They just needed guidance to get there because it’s not my success, it’s theirs. And when you see that, that’s immensely satisfying. It’s immensely rewarding. And oh, it usually helps a whole bunch of people at work for that company have a better life. Yep.

Graham Kuhn: And it also, not only does it help the people working for the company, but it has it has an impact on the clients that hire them. Like if they’re doing a service or a product that’s going to help people. The more people that are doing business with them, it’s helping more people. And I, I mean, I love, I, like I said, I love people winning. I love to see people helping. And so if we’re promoting a company that helps other people, the more promotion they get, the more clients they get. Right. They’re making more money, but there’s more people being helped. So I just think that’s that’s really what I love about what I do.

Joshua Kornitsky: Well, and and so I want to go back to something you said about and my words, not yours. Where where you work with a prospective uh, customer to understand their expectations and to make sure that that your deliverable will align with what they’re after. What is, uh, I don’t want to say the ideal client, but who are your clients? What type of business? What size business? Um, and I’m not asking you to rule anybody out, but on average, what are the types of organizations you work with?

Graham Kuhn: Yeah, I would say if you want to know industries, typically attorneys, healthcare, um, construction, uh, would be three of the main industries. Um, and if you want to get specific about why like, especially like, let’s say a personal injury attorney, why it works well is because personal injury attorneys have a have a stigma attached to them. You say Pi attorney people have negative connotations, negative ideas. When you see a brand story video of this person being authentic and real on camera, talking about their story and why they do what they do and that they actually care about helping people? Yes, they get paid and they get paid well. But when you hear them talking about how much they love to help people and get them results, all of a sudden that stigma goes away. In those the the connotation that you have goes away. So it builds that trust. Um, so that’s why video does really well with like attorneys. Um, and then more larger companies typically like 5 to 10 million revenue, um, probably has at least a marketing person, whether it’s a director of marketing or if you’ve got a chief marketing officer and a director of marketing and a couple people that do social media, um, working on retainers and outsourcing to, to us has been a great relationship for us, too. Um, so the small business and then, you know, the, um, the little bit larger business that’s already got maybe a marketing person, but not to go off on a tangent, but most marketing people don’t understand how to use video. And I’m not saying that to beat my own chest. It’s just they understand the overall marketing strategy. And okay, we need video, right? But I understand different types of videos for different types of purposes and different results. And you know, so it’s like it’s just going a little deeper with that. And that’s why you would put somebody like us on a retainer, just like larger companies would put a marketing agency on retainer. They’re not going to bring in a logo designer and a social media and put them on their salary.

Joshua Kornitsky: Because they don’t need them all the time.

Graham Kuhn: They’re going to they’re going to outsource it to retainer. So that’s what we do.

Joshua Kornitsky: That makes perfect sense to me. And I would I would only ask the question for anybody listening right now that doesn’t fall into that immediate, any of those immediate categories, should they still pick up the phone and ask?

Graham Kuhn: Yes. And I will tell you that. I mean, it’s it’s going to sound cliche, but if it’s not a good fit, um, I’m happy to refer. I’ve got a great network of other people, um, who I would never call them competitors. When I, when I first started out, I competed with everybody. I was very, very, what do you call it? Um, not small minded thinking, but not abundance. I didn’t have an abundance mindset. I had a scarcity mindset. And so everybody was competition. And then I learned through coaching and mentoring that, hey, you need to become friends with other competitors in your community because you can help each other. You can get resources. Man, I know like 7 or 8 other video owners in our immediate area that are great friends of mine who, if it’s not a great fit for us, I can refer to somebody else. Um, one of my friends called it collaboration and I absolutely. I love that.

Joshua Kornitsky: Collaboration over competition is really the secret to competitive success because, you know, there are a lot of, uh, organizations that I work with that have coaching needs outside of us. That’s all I do. So I’m happy to refer to any of the other coaches that I know that’s a good fit. Uh, or that would be a good fit, because the goal ultimately is to help the customer or the prospective customer or just the person who’s asked for help.

Graham Kuhn: And that’s what I say all the time. It’s like people, I love to go have a coffee with people or have a zoom call with some. If you want to pick my brain and ask me questions about how to use video in your marketing strategy, I am happy to have that conversation. Whether you hire me or not, whether it’s a good fit or not. I am happy to tell you what I know, um, and try to help you implement it into your marketing strategy. So even if you’re a solopreneur who just started your business and don’t really have a business yet, I’m happy to meet you and just give you ideas and strategies like I do. And I think I was having a conversation yesterday with somebody. I’m in my 50s, somebody who’s a little older than me, and we were really vibing on, you know, I just like to help people, and it’s not all about the money anymore. And I was like, you know, it’s cool being altruistic like this, but I think it just comes with time. The more success you have after you go years and years in a business and things are kind of going okay, then you start to move into, hey, man, things are okay. I’m comfortable. I can help people and kind of give away stuff. But I’ll tell you, six years ago I wasn’t like this. I was like, gotta get the money, got to get the money, but now I’m at a place where I’m just like, man, I’m happy to help. You know.

Joshua Kornitsky: And I would hazard a guess. You’re probably a happier person right now.

Graham Kuhn: Oh, yeah.

Joshua Kornitsky: Because I think, uh, I think some, some people, myself included, uh, were just wired that way. Where, where that help first mentality is just a core value. And you just it’s not always, as we’ve said repeatedly, about putting money in your pocket, putting knowledge in your head is is going to do more in the long term, helping others better comprehend and understand. Um, so another question that I have that, that I, I want to try to articulate it as best I can, but I’ll probably not quite hit the mark. We live in a short attention span world, and you had mentioned earlier about helping guide people for the right application of video in the right place. So maybe this falls under that category is in current climate. Marketing climate is storytelling pass. Have we moved past the point where it resonates? Do people really listen to the whole story?

Graham Kuhn: They really do. And I think it has a lot to do with neuroscience and how the brain works. And if somebody is engaged in the story, um, you can go 20 minutes, 30 minutes. I mean, I’ve watched I’ve watched hour long podcasts on YouTube, you know, um, just because the content, the stories were engaging. Now, if I was doing a five minute scripted teleprompter thing trying to sell you, nobody’s gonna watch that. But, I mean, there’s all techniques with hook em in the first five seconds, you know, and all that. But if you’re telling a story versus facts and data, if you’re telling facts and data, you’re going to light up two parts of the brain. If we’re telling a story and people are envisioning and all that, you’re lighting up seven parts of the brain, so you’ve got more of the brain lit up and engaged. You’re gonna the person is going to remember more. Which is why when I’m telling stories about a client, how I helped them, people remember that versus me saying, I do this and we do this. And, you know, we show up and we shoot the video and it’s all data and facts.

Joshua Kornitsky: There’s a time and a place for.

Graham Kuhn: It’s all logic.

Joshua Kornitsky: Right?

Graham Kuhn: Whereas if you can get emotional, it lights up more of the brain. So no, storytelling is not passé at all, in fact. And maybe this leads into something else we’re going to talk about. But being authentic and telling stories and being real is what makes people stand out. Especially now with everything that’s AI. And everybody can make really cool looking images and perfect looking videos and manipulate things to look perfect, right? But that’s where being authentic and being yourself and standing out and being like, if we say um or uh, I don’t cut those out anymore in videos because it’s like, oh, that’s a real person humanized. And it connects so much better now than we’re. So everything’s sterile now. Everything is so produced and just. That’s why user generated content UGC does so well in like TikTok does somebody grabbing their phone, walking down the street. There’s no production. There’s no. But they’re telling a story and you’re engaged with that because it’s human to human. We want connection as humans. Um, so short answer no, storytelling is not passé.

Joshua Kornitsky: Thank you. And and I, I am very much of the kind of the Carl Sagan mindset that that we are all just gathered around the fire in the darkness. Right. And I think, I think it’s primarily part of who we are as humans that, that that’s just how we are wired. And I don’t think, uh, 11 second or 22nd or 32nd video shorts can change that to your point when it’s engaging.

Graham Kuhn: Yep.

Joshua Kornitsky: So you’ve talked about how you get to know somebody in their story ahead of time. You talked about how you conduct your conversations with them in in an informal way. Is there any type of coaching you offer or any type of advice that you give about authenticity? Because I imagine, right, to a lot of people, that camera’s a gun. They get nervous. They they are concerned how they look, how they sound, and a million other things. How do you help them be themselves?

Graham Kuhn: Well, if I’m there and I’m doing the video, it’s literally just having those conversations. It’s I’m on a chair facing them on a chair. We’re at the same level and we’re just talking. And the first 5 to 10 minutes might be very robotic, and they’re very in their head and they’re very worried about what they. And it’s horrible. But something magical happens. After 5 or 10 minutes, those cameras disappear and those walls come down and that insecurity, and they forget it’s there. And then almost to a person, when we get done with the interview, I’m like, all right, we’ve got everything we’ve covered, all the points. They’re like, that’s it.

Joshua Kornitsky: Where’d the time.

Graham Kuhn: Go? That was so easy. So that’s what I would say. If I’m there and I’m doing it’s really just I can I actively listen like you’re doing, I can tell that we’re actually having a real conversation here. I know there are probably points that you want to get to, but you’re actively listening to what I’m saying and you’re taking the conversation there that is so important versus the interviewer who’s got ten questions on their paper and they go, okay, great. Thank you. All right. Number two, what is your it’s not it’s not conversational. It feels like an interview. So that’s the biggest thing when I’m there. If they’re doing it on their own right. That’s the biggest fear. People are like I won’t be on camera, but you just got to do it. I have no great advice other than the first 20 times you’re going to suck at it. You just have to push through it, keep doing it, keep looking in the camera and doing it and doing it and picture one person that you’re speaking to, like, right now. I’m talking to you, Joshua. It’s just you and me. I’m not even thinking about the people that are going to listen to this. I’m just talking to you. The same thing as if I was looking in the camera. I would picture, let’s say, my wife or, um, a client of mine. And I’m giving that message to that one person. If I thought a thousand people are going to see this and I’m trying to, it gets really weird. Get in my head. So picture one person when you’re talking into a camera and you’re trying to record yourself, and two, you’re gonna suck. Just accept it. I like the more you do it, the better it’s going to get. And all of a sudden, one day you’re gonna go, dang, I’m pretty good at this.

Joshua Kornitsky: It I can absolutely attest to what you’ve just said. We, uh, we are approaching March. The end of March will be a year that I’ve been, uh, a host here. Uh, and certainly it has evolved enormously over that time, uh, and over all those conversations. And now we incorporate video as well. And you are 100% correct. You simply have to disregard your concern with the lighting or the camera angle. You do the best you can and you keep moving because as as I coach my clients, it’s not about perfection. It’s about moving the ball one extra yard down the field. And maybe next time we’ll buy a light. Maybe next time we’ll change the camera angle. If you get hyper focused on that now, I imagine that all you have is paralysis.

Graham Kuhn: I will say I tell clients if I’m mentoring younger videographers, I am anti gear. I don’t care about the gear. I don’t care what kind of camera you shoot on, what kind of lighting you have. It does not matter to me. First of all, none of that matters if we’re trying to connect with people. Um, let’s say we’re making a brand video for someone, um, or somebody. Somebody is shooting their own content with their phone. They’re worried. Is the lighting right? Is the framing right? None of that matters. What matters is the story, the content, what you’re saying, and connecting with people. Human to human. I don’t care if you’re on the bottom half of the frame. And it’s the worst lighting in the world. If we can hear you speaking and you’re telling a story, and that is all that matters to me. And then when you’re getting to my level with, you know, professional equipment and all that, I don’t care if it’s a Sony, if it’s a Nikon, if it’s none of that matters to me. If we’re telling the story and it looks good and it’s going to get results, that’s all that matters to me. Literally. I don’t care what I hire guys that shoot with me, they care about that stuff. Sure, I they geek out about cameras and gear. I can’t have conversations with them. I don’t care about that. Or you get with editors who are like, oh, I can’t wait to do all the color grading and all the editing. It doesn’t matter to me, right? What matters to me is telling the story that’s going to get my client’s results. And that can happen with an iPhone. That can happen with a $50,000 Hollywood camera. The gear doesn’t matter. The story and the content that connects on a human level, that’s all that matters.

Joshua Kornitsky: I mean, I think if if I were to distill this discussion down into a single statement, I think that’s it, right? It’s it’s far less about how and far more about what and and uh, in, in that instance or in that case. Let me ask one final question, because I think it’s important for anybody that’s listening to understand, um, we talked about the types of customers that you typically work with. We talked about the fact that you are willing to offer guidance and advice to to people who are who are reaching out to ask about it. But if you think video is the next logical step, or if either your internal or your contracted marketing people tell you video is the direction they need to go. What advice would you give that owner who who has made the decision that okay, video is the way for me? What are the things they should think about?

Graham Kuhn: Well, one think about being authentic and being real. And what is your story? I know we keep talking about story.

Joshua Kornitsky: But it’s the.

Graham Kuhn: It is like the heartbeat. It’s the oxygen. It’s the it’s the story. Don’t focus on like I make all these funny. Oh, I think they’re funny. I make these LinkedIn posts about all that matters.

Joshua Kornitsky: You think.

Graham Kuhn: It’s like, that’s that’s why.

Joshua Kornitsky: We’re entertaining ourselves, that’s all.

Graham Kuhn: That’s what keeps me going, man. But it’s like about how terrible your About Us page is on your website. And I do all these pictures of me, like laying around my house, like passed out, like on the floor of my glasses. Go like, this is me reading your About Us page on your website. Um, don’t focus on the, uh, on the benefits on on the on the features and benefits of your business. Focus on the heart of the business. Focus. I always say I like to tell the story of the person behind the brand. I don’t care about your logo. I want to know the person behind the logo. Really? And I mean dude, use AI, use ChatGPT to come up with ideas. Now don’t ever script it and copy and paste it. But to ideate and come up with ideas, what.

Joshua Kornitsky: Can a collaborative tool.

Graham Kuhn: What can I talk about? Right? It’ll come up with ten topics. Oh gosh, I never thought about that. And so if you’re thinking about doing it, I mean just start doing it, grab your phone and start making content. Or if you want to speak to somebody like me, let’s have a conversation. But the biggest thing is just, you know, getting, what is it? The, um, the best time to plant a tree was 20 years ago. The next best time is today, right? Just get started. It’s gonna. You know, if you want to talk to somebody like me, great. If not, use ChatGPT or Claude or whoever. Come up with ideas of topics you can discuss in your industry, and then don’t worry about the production value. It literally doesn’t matter. Make sure we can hear you and we can see you. That’s that’s all that matters.

Joshua Kornitsky: Great guidance. Well, let me ask you this, Graham. What’s the best way for people to get Ahold of you?

Graham Kuhn: Uh, the website is Focus Films. Com. Um. Or. I love being on LinkedIn. I love making connections on LinkedIn. Graham Kuhn k u h um, and I love to just connect with people on there all over the country. We do on location videos. We do virtual videos that are very high quality. Like we can help anybody anywhere.

Joshua Kornitsky: That’s fantastic. And we will share those links when we publish the interview. Uh, I really can’t thank you enough. I found this both fascinating and fun, and to me, those are the best kind of conversations to have. Um, I want to thank you again for being here. So today my guest has been Graham Kuhn. He’s the founder of Focus Films, and his work centers on helping business owners think intentionally about how they show up, communicate, and connect with their audiences. But let’s be direct. Clearly, he’s going to help tell your story, and he’s going to help you tell your story in a way that you probably haven’t thought about. And I think that’s the greatest thing that I can say. Uh, Graham, thank you so much. Let me also be upfront and thank, uh, the Community Partner Program. Today’s episode has been brought to you in part by the Community Partner Program, the Business RadioX Main Street Warriors defending capitalism, promoting small business, and supporting our local community. For more information, please go to Mainstreet Warriors. And a very special note of thanks to our title sponsor for the Cherokee chapter of the Main Street Warriors. Diesel. David. Ink. Please go check them out at diesel. Com my name is Joshua Kornitsky. I am a professional implementer of the entrepreneurial operating system known as EOS, and your host here on Cherokee Business Radio. Thanks for joining us. We’ll see you next time.

The Power of Coachability: Turning Feedback into Action for Business RadioX®

February 11, 2026 by angishields

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Scaling in Public
The Power of Coachability: Turning Feedback into Action for Business RadioX®
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In this episode of Scaling in Public, hosts Lee Kantor and Stone Payton, joined by coach Trisha Stetzel, reflect on the first 30 days of their 90-day Business RadioX® plan. They discuss lessons learned, the impact of coaching, and the integration of AI tools to improve outreach and processes. The conversation highlights the importance of coachability, relationship-building, and actionable feedback. Together, they explore strategies for engaging partners, gathering insights, and adapting their approach, emphasizing collaboration, accountability, and continuous improvement as they work toward their business goals.

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Trisha Stetzel is a leadership coach, strategist, and trusted conversation partner for founders and leadership teams navigating growth, transition, and complexity.

Her work sits at the intersection of leadership clarity and execution. Trisha helps leaders slow down long enough to ask the right questions, align around what truly matters, and move forward with focus and accountability. She is known for creating space for honest dialogue, challenging assumptions, and guiding leaders from vision to practical action.

With experience across executive coaching, organizational development, and business storytelling, Trisha brings both structure and humanity to her work. She believes sustainable growth comes from clarity, discipline, and a willingness to learn in real time, not from shortcuts or surface-level solutions.

Trisha’s coaching style is direct, thoughtful, and grounded. Leaders often describe her as calm, insightful, and deeply present, someone who helps them see what’s already there and act on it with intention.

Connect with Trisha on LinkedIn and Facebook.

Episode Highlights

  • Reflection on the first 30 days of a 90-day business plan for Business RadioX®.
  • Progress and lessons learned from coaching experiences.
  • Importance of decision-making and prioritization in business activities.
  • Value of being coachable and integrating coaching insights into daily operations.
  • Use of AI tools to enhance processes and analyze data for continuous improvement.
  • Strategies for effective communication and relationship-building with partners and coaches.
  • Need for gathering feedback from existing partners to inform future actions.
  • Emphasis on taking immediate, actionable steps to advance business goals.
  • Balancing ambition with pragmatism in outreach and collaboration efforts.
  • Importance of trust and support within the coaching relationship to foster growth.

Transcript-iconThis transcript is machine transcribed by Sonix

 

TRANSCRIPT

Intro: Broadcasting live from our flagship studio in Atlanta, Georgia. This is scaling in public. The next 100 Business RadioX markets, featuring founders Lee Kantor and Stone Payton, along with some of America’s top coaches, helping them grow the network with real strategy, real lessons, and real accountability all shared in public. To learn more about the proven system that turns podcast interviews into a perpetual prospecting pipeline through generosity, not gimmicks, go to brx.com And download the free Business RadioX playbook. Now here’s your host.

Stone Payton: Welcome to another exciting and informative edition of Scaling in Public. Stone Payton, Lee Kantor here with you. Please join me in welcoming back to the Business RadioX microphone. Our lead, our mentor in this project, coach Trisha Stetzel. How are you?

Trisha Stetzel: Oh my gosh, Stone, I’m so excited. And you know, it’s been a few weeks. You had a couple other coaches come in and I can’t wait to hear how things are going. It’s fantastic to be back with you guys today.

Stone Payton: Yeah.

Trisha Stetzel: Okay. You guys ready? Absolutely. I know we only have a limited amount of time together, so before we jump in, uh, I’m gonna set some. Just a simple container for today and what that looks like. So we’re 30 days in, and this is a 90 day plan, right? This is our first season of this. Uh, I’ll call it experiment. Right. This fun thing that we’re doing in the background, scaling in public. Um, so this session isn’t about new strategy. It’s about reflection and course correction, or looking ahead to the actions that you want to take in the next 60 days, because we’re 30 days in. So the goal is really to gain some clarity on how you see the next 60 days going. I like to call this in my coaching practice the stop and reassess session. So we’re really just going to kind of stop, reflect and then look forward if that’s cool with you guys. Um, so why don’t we start with reflecting on the first 30 days when you think back to where you were 30 days ago, what feels different now?

Lee Kantor: Stone, you want to take that?

Stone Payton: Well, for me, what feels the most different? And there are a few things, but the most different is just a a renewed degree of focus on this objective. It’s real easy for me and maybe some others who are listening to get really excited about something. And then. And then a nice shiny object pops up over here and you forget about this. But I personally feel like I’ve had more direct focus, more consistent energy toward a specific set of objectives than I have in a long time. So it’s helped me achieve some clarity and focus. That’s the biggest shift I see for me personally.

Trisha Stetzel: Nice. Thank you Stone. Lee?

Lee Kantor: And for me, I think, um, it’s just honing in on activities that are that we’re trying and we’re actually executing and we’re tweaking. So we’re doing more activities and we’re getting more data, and then we’re adjusting based on what we’re learning from the data. So I’m excited about that moving forward of just more kind of focused activity. That’s it feels like it’s moving the needle.

Trisha Stetzel: I really? You guys are using coaching language? This is so much fun. I’m like, yes, this sounds amazing.

Lee Kantor: We hang out with a lot of coaches. Yeah.

Trisha Stetzel: So I love this. So you talked about, uh, Stone, the renewed focus and Lee for you, it’s the execution, right. And it’s not like giant things. It’s really looking at what you’re doing and making those small adjustments. So the execution is getting closer to where you want to be. What about this. So that’s thinking what about the actual decision making or the prioritizing. Do you feel like the conversations that you’ve had are creeping into how you’re making decisions or even prioritizing those activities you’re focused on?

Stone Payton: Well, I don’t know about prioritizing, but I feel like we we’ve taken more action on more things a lot faster and in some cases not even necessarily consulting each other to the nth degree on it before we do something. You know, I’m real comfortable with what Lee’s doing. Lee’s comfortable with what I’m doing. And, um, but the way that is, um, kind of, uh, come to express itself like we’ve gotten one of the themes has been lean on people who have already benefited from being a part of this thing and get them to help you evangelize. And, uh, and, I mean, we jumped on that with all fours, and we’re seeing those results. We have people who are revitalized from the conversation, and they are reaching out and evangelizing for us and creating, you know, more opportunities to have these conversations. And that’s I mean, that’s real time. That’s real.

Trisha Stetzel: Yeah. I love that. Lee at thoughts around the decision making.

Lee Kantor: Yeah. So for me, what um, from each session we’ve kind of gleaned what we feel was an aha moment maybe. And then when we’ve kind of thought about it. We tried to create action around it and, um, and, and I feel like we’ve really made major strides in honing in on some of the topics that we covered in terms of ideal client and how to make us, uh, you know, make the sale easier and how to, um, communicate the value in a way that, uh, people are grasping faster. And, and every time we got that kind of aha moment, we just really took it seriously and tried to create operations or execution around it. Um, so that’s the part that has really got me excited. And it’s now it’s become so integrated as part of our kind of work week and our and our time that I look forward to these sessions, you know, to get that next aha moment so that we can just get closer and closer to systematizing everything so that we are getting kind of those predictable results based on, you know, activities that are generating those results in, you know, kind of over and over again.

Trisha Stetzel: Okay. Yes, I love this. And so shout out to Maggie Ishak and Mike Brunnick for those coaching sessions that they’ve had with you guys. I would love to. And I think it’s worth doing here if people are curious, like what is your experience been having uh, or being coached? I’ll call it live. Right. Uh, these coaches are coming in and they’re actually coaching you on their expertise or the thing that they do best in their own practice. For you guys, what has that experience been like? Because I remember way back when we started this project, you both said you were going to be coachable. So how has that experience been?

Stone Payton: I feel like we’ve lived into that. I feel like we’ve lived up to that promise so far. You may get a different perspective from the coaches, but I feel like that we have been very coachable and there’s so many of these aha moments. And because our antenna are up, sometimes things just reveal themselves that I don’t think would have made it through all the clutter. And like this idea of of removing risk. I really, you know, we wanted to we got the idea to sort of like, what can we do to lower the risk of teaming up with us, or at least exploring this. And it turns out with just turning a few dials, we can eliminate the risk and have people completely comfortable before they make a financial investment. And much of a time investment in exploring this further. And, you know, prior to this, I would have never even put that much energy into trying to lower the risk. And now we’ve we’ve all but removed the risk. I mean, it’s, you know, so to me that’s that’s just gold. Absolutely gold.

Trisha Stetzel: I love that. So I’m going to spin it just a little bit different because you said in the beginning you like to be challenged. So as you reflect back on the coaching sessions, can you give us some examples on a couple of things that you’ve been challenged on that made you think differently?

Lee Kantor: Sure. Um, I think that, um, and I think this came up in Maggie’s when she said, can we make she said that it would have been great if Business RadioX was around when she started, because that would have helped her launch. And we were talking about how to create, um, the experience of Business RadioX kind of like a Sirius XM when you buy a new car, um, uh, where it’s just there. And then if you want to continue it, you just pay for it. Um, and that was something that we had never considered, um, even thought in that direction. And when she’s just brought it up, It was one of those things where I hadn’t thought about it. It hadn’t occurred to me at all. And then once I thought about it, it it kind of I was able to come up with. Okay, now I can see how that could work. And we just have to figure out how to make it work. And that was an area where it was out of the blue for me. Did not it didn’t occur to me. And um, and I was able to, I think, be coachable in the sense that I’m open to it and let’s see how to make it work. And then we landed on something that we felt pretty confident about moving forward, that we have now a way to make that work. So I don’t know. I mean, some people might think that’s kind of a like confrontationally challenge, but I think it’s just kind of thinking challenge where I’m something occurred that I wasn’t thinking about, and I was open to exploring it.

Trisha Stetzel: Oh, the beauty of coaching. You know, I heard some things about you guys from the other coaches. You guys are great when it comes to being coachable, so you’re definitely living up to the promise that you gave me all those weeks ago, which is very exciting.

Lee Kantor: So did they say, because this is one of my things that I’m a paranoid of my own personality is I don’t want to be a defensive. Are they? Did you hear any feedback from that standpoint? Because that’s something I’m trying to work on.

Trisha Stetzel: No, not at all. And Lee, I have been on the other side of that as the coach in one of our early sessions. And you’re not you don’t come off as being defensive at all, just asking thoughtful questions. And that doesn’t make you defensive. It it really helps us as coaches realize you need more clarity around what it is that we’re talking about, and we appreciate that. I think it’s fantastic for you to come back at us and say, well, I’m not sure what what exactly does that mean or what might that look like? And then we talk through it. Right. I think it’s great.

Lee Kantor: All right. I just yeah, just working on that.

Trisha Stetzel: Any bad things yet? Now I’m gonna come back around after your 60 days and we’ll see. We’ll see. Uh, how about if it’s okay with, um, shifting from the thinking, reflection and the things that were happening and, um, some things that were very interesting to you. Let’s talk about actions or even non-actions. What kinds of things? And you’ve we’ve started this conversation already, but let’s dig a little deeper. What kinds of things came up that you’re taking action on that are a priority for you right now?

Lee Kantor: Um, I’ll go first. One of the big things that we’re taking action and this has been a dramatic shift, is that we are we’ve implemented a weekly email, uh, to the four constituents that were focused on coaches, associations, franchises and then kind of our general database. And we’re writing emails to each of those each week. Um, and then what I’m doing, I, you know, I’m, I like systems and I like process. So, uh, the system is I write them on Saturday. Um, my VA, um, sends them out on Monday. She reports back on some key metrics on Friday. I take those key metrics and I take the emails and I dump them into AI, and then it makes recommendations, and that allows me to iterate and adjust the, you know, kind of fine tune the, uh, the communication for my writing on Saturday. And then it’s kind of rinse and repeat. So, um, it’s really I’m excited because I like process and I’m excited because I get to use AI, and and AI loves data, so I’m able to give them kind of content and data. It helps with analysis and makes recommendations. And then we’re able to, you know, kind of do it again. And we’ve done it probably since the beginning of this project.

Stone Payton: So this is one that I bristled with, but only internally. I did not voice my concern partially to be coachable, but also I just chose not to voice my concern. But I have never been one to communicate very frequently using email, you know, and I get emails a lot and they don’t make me mad or anything. But I have never been one to say, okay, let’s do a weekly email, let’s do more email marketing. And Lee has for some time, and I bristled with it internally. I didn’t voice a thing, but it’s working. It is working. People are responding and like and Lee crafted. While I was gone, I was off playing in Ireland for a couple of weeks. He crafted another note that, I mean, it really looked like more like one of these marketing emails to me. And I looked at that and said, man, okay, I’m glad. I’m glad I saw this. And you know, that’ll help me respond. And that email is that it’s working and people are scheduling time to have a conversation with me. And I’m like, well, I’m really glad we’re doing that. But I would have never done it on my own in a million years, ever.

Trisha Stetzel: Owen says. No more spam in my inbox. Well, I will tell you guys, I’m on your mailing list and I love what I’m seeing. And I didn’t realize, Lee, until you just mentioned it, that it is something new and one showed up in my inbox recently that said, we fixed the things that was stopping you from booking and I love that email. I was just searching for it. I’m like, I know I have this really great email in my inbox. So by the way, if anyone’s listening and you want a piece of that, you should reach out to Lee and Stone to get on their mailing list and have a conversation with these gentlemen about the work that they’re doing, which is.

Lee Kantor: And and for me, the AI component of this has been instrumental. The the ability for AI to take the like. First it recommended to keep track of certain metrics. Then and then then the my VA keeps track of those metrics every week. And then to take that analysis and then kind of be able to then move it into creating the content and then be able to test and say, okay, well, how did we do like that? That the thing you’re referring to was we were getting a ton of people saying, I’m going to book. And then they never booked. And then the AI is like, let me see your booking page. And then so I submitted the booking page to the AI and they’re like, this is the problem, change your booking page. So now we’ve changed the booking page and we’ll see if that really makes a difference. But and it seems to because anecdotally Stone and I saw a couple people book now. Um, and I think that for people who are on the fence about AI, I think they really should do some experiments around it because it is very powerful and it’s able to to analyze and synthesize data that you may be missing just because you can’t kind of keep in your head the quantity of data that it can.

Trisha Stetzel: Yeah, absolutely. And by the way, coaches who are listening to this show, did you hear that Lee’s using AI and not replacing the coaching with AI. We are not being replaced by AI. For those of you who thought we were. Uh, it’s still very beneficial to have these types of conversations with human beings for the accountability piece. Right? And thinking outside of the box. But AI is the most amazing tool. Lee, I’m on board with you. I know you and I have, uh, done some work exchanging prompts and the results from those prompts over the course of getting this project launched as well. Um, stone, anything else bubbling up for you from an action that you committed to in the last 30 days through coaching?

Stone Payton: Well, there’s a couple I think that weren’t mentioning. One is AI. So to date I have dived into AI and asked it a ton of hunting, fishing and archery questions, but I haven’t and I really do all this. And what I need to do, I think, is when I’m having these conversations, you know, I get the zoom AI summary. I could even record some if I wanted to. When I’m. Then what I need to do is pour that into AI and say and say, you know, help me get better. What? What else should I be asking? What should I leave off the the table? And so one of the things I’m definitely going to do going forward is start using it more for business and not just make it, you know, leads thing, which is easy to do, right. Oh that’s leads thing. So, so that’s uh, that’s one also in terms of building relationships with coaches. You know, we we eat our own cooking. So we reach out and invite them to come on a show, invite them to have a conversation about coming on the on the show. And there was a point at which I told Angie, I said, I’m getting buried. Stop doing the Pre-call just put them on the show. And and what I found was one not as many books, but also it took that much longer to forge the relationship where, just like we preached, just like we have our clients do. There’s so much relationship building that can happen in that initial pre-call. I mean, it’s almost a discovery call if you’re in the coaching, right? And so that we turn that switch back on and that made a difference almost immediately. So those are two things that are on my brain to, you know, to put into action.

Trisha Stetzel: Yeah, absolutely.

Lee Kantor: Well and something you asked though earlier was what haven’t we done. And this is something that came up in the conversation we had right before we started recording. And I think that it’s important that we kind of do a better job in in its poll our existing partners and kind of, um, go back to them and start asking them questions like, you know, what can we learn from your actual experience using our platform? And we’re not getting that data. And I think that’s an important thing that we should be doing. You know, sooner than later is going to the partners out there and then, you know, asking them, okay, what’s working, what’s not, where are you seeing success, where, you know, any good stories of success or any challenges? And, um, you know, we don’t have that many, so it’s not impossible. But I think it’s something that we should be doing. Uh, because I’ll be honest, several of the coaches have asked about that and we haven’t done it.

Trisha Stetzel: Okay, so it sounds like even though this was not an action taking coaching meeting today or session, uh, that there are some activities that are spawning up out of this conversation as well, which means we’re making great progress. So in that vein, that same vein, we some of the things that you’re not doing, what are some of the things that you may have talked about in some of the sessions that sound like a really great idea, but you’ve had to table them for now because it’s not a priority. It’s something that sounds good. You may want to look at it later, but what if you put to the side, at least for now, and thinking about something you want to circle back to later?

Lee Kantor: Well, the biggest thing is that. And the biggest aha. And the biggest lever we think for growth is to find a coaching organization to partner so we can pilot this idea that has come up on several of the coaches, and we haven’t done that yet. We haven’t reached out to any of the organizations yet to pilot anything. And that that to me has the greatest upside. And we haven’t done anything with it yet other than identify a bunch of coaching organizations, Identify, uh, some coaches within it that we have a relationship with, but we haven’t kind of, uh, you know, taken that last step. The the last mile and, you know, going up to them and saying, do you want to do this or not? And and that’s where I think the biggest opportunity in the next 60 days are we need to get more nos. You know, we need to get more people, um, saying no, you know, we have to ask for more business. And the more no’s we get, the more yeses we’ll get.

Trisha Stetzel: Uh, I love how. How did you know we were gonna flex into this? What are we doing for the next 60 days, Lee?

Lee Kantor: Well, I mean.

Trisha Stetzel: Read my mind.

Lee Kantor: Um, but, um. But that that’s to me, um, you know, and and the coaching has helped us kind of create this sense of urgency around doing that.

Trisha Stetzel: Okay. So it you have done something, you’ve taken action. You’ve made your list. You know that you want to go do this. So in thinking about moving that needle, if that is a priority for the two of you, or even just for you, Lee, what is the next first step you can take to get that ball moving down the hill?

Lee Kantor: Well, I mean, well, the two balls are the, you know, kind of pulling the existing coaches. So we have to do something where we’re having communication with them to ask them what we want to need and if they would be willing to share it. Uh, that has to happen. And then regarding the coaching organizations, the strategy that we kind of landed on is to identify champions within each of those coaching organizations. Uh, reach out to them, uh, create some sort of an opportunity for them to live into what we’re recommending and then have them go back to those coaching organizations are a part of in order to make that introduction to us. So to find a champion within it, that can be a bridge to us. And rather than us coming up kind of as a cold email or a cold relationship, to go in through somebody who’s already part of it. Um, and we have taken steps in that regard in 1 or 2 of the organizations.

Trisha Stetzel: Okay. Nice stone. What’s bubbling up for you?

Stone Payton: Well, you know, and maybe, maybe I’m a little too quick just to lean on what works at the local studio level. But to me, it makes perfect sense that somewhere in that equation, one of those steps could be that, you know, that coaches that coaches in that system has had a great experience getting to know us. We interviewed them all that stuff, and they tell the CEO or the CMO of XYZ credentialing organization or whatever that, and I have a call with them, and the first thing I’m doing with them is the first thing I do with everybody is just try to help them and and have the frame of helping them get ready to have a conversation about their organization, about the value of being credentialed about all of that, and be a little not be quite as cagey around and maybe communicate fairly early in that relationship when appropriate, that, hey, you know, we want to do this thing. We want to we want everything you’re experiencing and your coaches are telling you, we want to make it easy for you to provide that for your coaches. Here’s why it’d be good for you. Here’s why it’d be good for us.

Trisha Stetzel: Okay, so the two big things, the two big themes that I’m hearing here are the two balls, rightly, as we talk about pushing them down the hill, not up the hill, down the hill, because that’s way easier. Uh, one is surveying your current. We’ll call we’ll call them current clients. Right? Your your studio partners on what they need and what are they getting back? And then two having conversations. So of those two things I get, we could run them in parallel. But if we’re talking about bandwidth and what comes first which one has priority in thinking about time? How much time do you need to invest in either one of those things? And can you push that ball halfway down the hill in the next couple of weeks? One of them.

Lee Kantor: Um, for sure, we can do the partner one. Um, I think we can figure that out. Uh, and that will get done. The second one is we are making some inroads, but, um, we haven’t gotten kind of the the buy in necessary for them to feel comfortable, um, for a variety of reasons. But, um, that one’s going to be harder, I think, to execute.

Stone Payton: But it’s the most important. It’s the one that’s going to provide the biggest return.

Lee Kantor: Right? That has the biggest upside 100%.

Trisha Stetzel: So I’m going to take my coach hat off and put on my collaborator hat, because we’ve been doing a lot of collaboration together. And I was just thinking about something outside of the box, sitting on the other side as a champion. Could you put together a. I’m going to call it a package. It’s not really. It’s probably an email where you take my show, the one that we recorded together, not one that I’m doing right, but the one where Lee and I had a conversation about my business. You put that in the email or however you want to deliver it, with a nice email that someone can just send to the person like you do all the work for us. So you send over, um, a request to me and you say, hey coach, I would love if you would share your show and some of the information about Business RadioX partnering with your organization. Would you be willing to do that? If we provide you with what you need to send? And I would say, of course. And so you build this nice piece of work, which is the interview. Maybe it’s not the whole interview, because whoever’s receiving it doesn’t want to hear the whole thing, but a link to the whole interview and a clip that they can watch quickly in less than two minutes with an email that I can just copy and paste directly to the people that we want to get it in front of in the first place. So using me as a champion, but you doing all the work for me. I’m just throwing it out there as a collaborative, um, thought, what do you guys think?

Lee Kantor: Yeah, I mean, I’m for trying, so I want more no’s. So that’s I mean, I’m for trying pretty much anything that makes sense. So that makes sense. So, uh.

Trisha Stetzel: Well, I.

Lee Kantor: Don’t.

Trisha Stetzel: Yeah. And I don’t know that it’s time intensive. Stone, what do you think?

Stone Payton: Well, I think enough of the idea that I’m writing it down, which means I want I want to do it. And then I think, you know. And this time, I won’t leave it all to Lee. But maybe Lee could start with telling AI we’re going to do this. You know, what should we say and like. And I like your idea. Make make the full length interview accessible. Maybe get a really strong clip, maybe even a clip that includes them talking about why they’re so glad that they’re part of XYZ organization. Right? So, you know, and they’ll enjoy that part. And then thinking through, okay, what do we want to say in the email. You know, we probably don’t want to pounce on them with all fours and say, and you know, we want to pilot this with 15 of your best coaches or 15 of your marginal coaches. I don’t know, it might be good to do give me five of your best and five that are going to leave if we don’t fix them. But, uh, no, I think it’s a fantastic idea. And I think once I think the energy is, is crafting the note, tweaking it and then but, I mean, we have the systems to get it to the people and I mean, everybody we’ve interviewed, I mean, this is why the thing works so well. They will they will do it. I mean, I’d be really surprised if nine out of ten we asked to do it won’t turn around and do it. Yeah.

Trisha Stetzel: And so many of us want to help, but it takes a whole lot of work for me to craft that note and for the next person to craft that note and the next person. If you guys are willing to do that for us, it makes it so much easier. Right. Uh, to, to just put our own little spin on it and then send it off instead of trying to craft it from scratch.

Stone Payton: Yeah.

Trisha Stetzel: Okay. So I’m putting my coach hat back on. I’m glad that we got to collaborate on that. I, um, I’d love to hear from the two of you. What? What do the next 60 days look like? So I want you to reflect on the first 30. What kinds of. And I’m talking about the business, like closing business. So, Stone, I’m going to come to you first. What kinds of conversations have you had? How are you adjusting those and how are you going to get to more no’s so that we can get to the yeses?

Stone Payton: So I am adjusting with a little more attention toward, you know, let’s it all sounds great. I love the idea. I do think we would all win in this equation. And, you know, I don’t know about you. This is me just talking quotes. You know, I’m a little bit risk averse. So I think let’s do everything we can. Let’s just take the risk out of it for right now and just let’s validate some assumptions and some things that I’m sharing with you that work, and then actually have them engage in some of those key activities, like inviting people to be on Saint Louis Business radio or just say, you know, I’m working with Business Radio, get them on the High Velocity Radio show. And so that they can see firsthand and do it in such a way that if they don’t end up pulling the trigger, they’re still in a good light, they still tried to help somebody out. And then and because because I think we’ll find out first, you know, if they’re not, if they won’t go out and invite a dozen people, you know, then they’re not ready and they’re not that interested anyway. If they invite a dozen people, that’s just a nice thing somebody’s trying to do. So we can we can design the language. We have the language, you know? Hey, I’m teaming up with Business RadioX to, you know, you know, just a couple of sentences. Be delighted, you know, and just just set that up and see you just get the interest level when they see when the vast, the vast majority will have success if they do it. When they see that, I think that’ll really take the risk down for them and they’ll benefit regardless.

Trisha Stetzel: Yeah, absolutely. Lee, how about you? Have you, um, adjusted the way that you’re interfacing with people who could be potential studio partners?

Lee Kantor: Yeah, along the lines of kind of piggyback on what Stone was saying, something that we had talked about and that, um, was to, to make the, um, like when Stone’s talking to a person, like, let me pick your brain for a second here. Um, Stone’s having this kind of follow up conversation with somebody who’s gone through a show and, um, kind of explains in a general manner how this could work. Usually we say something along the lines in that conversation, You know, you don’t just test it like go send a note to ten people, like Stone said. 12 people about being a guest. See who responds. So instead of just kind of leaving it open ended like that, but to challenge them to say, okay, how about open your LinkedIn right now? I’ll drop in the chat the note, send it to five people right now, and then, you know, in a day or so, let us know if anybody kind of responds back and just make them do it right now. Like don’t wait for them to do it when the mood strikes them. But just say, here, I’ll drop it in the chat. Send this note. We know the note that works. See what happens. Five people just go through your LinkedIn about let’s share screens. Let’s drop five of these right now. And I think if people do that they’re going to see how this can work without thinking too much and just doing. And then even if if they don’t want to work with us, we’ll still interview them. They’re never, you know, there’s no risk. That’s what we’re talking about, of removing the risk. So if we do that relentlessly with coaches and just have them when we have a follow up, do that five times, they’re going to see that this could work. They’re going to get enough data in those five to say, oh, what if I did 20? What if I did 50? What if I did 100? Then they’re going to they’re going to be closer to giving us a yes or a no.

Trisha Stetzel: Yeah. And they’ll actually see it working real time.

Lee Kantor: Right. So I mean, you talk to people after your shows, you tell me if you had an activity like that, how many would say, all right, I’ll do that. I’ll drop five notes. What do I have to lose? Like there’s no risk. It takes a minute to send those five notes. I’m going to just drop it in the chat. Just cut and paste it into your thing and send it five times. Let’s go. Yeah. You know, people will do that, right?

Trisha Stetzel: Yeah. Most most of nine out of ten. Absolutely.

Lee Kantor: A lot of people would do it. And then, you know what’s going to happen when they do that? Because you’ve sent that note.

Trisha Stetzel: I people will respond, yeah, that sounds amazing. You want to hear all about me? Of course I do.

Lee Kantor: Right? So that’s the thing where we feel we’re closer to having the system in place to be able to kind of execute at scale. If we just get more people to have that conversation, more people to take that action, more people will see how it works and that it does work and that we’re not just another one of these people that are saying, you want more leads, you know?

Trisha Stetzel: Yeah, absolutely. Well, I’ll just drop a little testimonial in here, in my experience. And I shared something with you guys earlier today that’s happened, which is really amazing. And it’s, you know, the what do they call that seven seven relationships removed from Kevin Bacon I don’t know. Anyway, I had, um, an amazing coach and yes, by the way, I’m a coach. For those of you who don’t know me, I had an amazing coach, uh, leadership coach on my show, uh, the Houston Business radio show last spring, and she just dropped a note in my inbox introducing me to someone who is interviewing coaches for a giant project. I would first. I would have never met her had I not reached out. Like what Lee was talking about, saying, hey, would you like to be on my show? And two, I created so much trust with her during the process that she introduced me to someone that she trusts, and then I automatically have more credibility with that person that she introduced me to. And I’m in the process and it’s really cool. So, um, there is so much less friction when you can invite someone to have a conversation and it’s all about them and they, they don’t feel like they’re being sold to. That’s just the bottom line, right? We’re highlighting these amazing people and they for with and they have this content that they can use forever. All right. I’m off my soapbox. Thank you for the opportunity. All right, so as we close, we talked about a lot of things today. And I know I said at the beginning this was not actually about action, but we did talk about some of those actions or activities. So I would love to hear from both of you. Uh, between now and your next session. We’re doing these every week. So over the next week, what is one action or activity that you can either do or at least start before the next session next week? Who’d like to go first?

Stone Payton: Well, we just had another one of those where this idea of having them do it right then and there is, is a little more frontal than my typical approach with people. I’m usually a little slower, so it feels assertive and it feels like a little more salesy right, than I’m used to. And I’m going to do it, you know what I mean?

Trisha Stetzel: Okay.

Stone Payton: I’m not gonna not do it. I am going to do it. I’m gonna do it right there when they’re on the thing. And, you know, look, if I get a whole bunch of pushback, then we might reevaluate. But if it’s like what’s been happening recently, it’s going to work, and I’m going to be glad that I did it. But I’m just acknowledging to you right up front, it feels a little assertive, right? Like a just like the email did.

Lee Kantor: I mean, let’s get Tricia’s. Does it feel assertive to you. Like does that feel can you is there a way that you could, um, frame what I described in your conversations with people after the fact? Uh, after they’ve kind of, if they’re curious as a way to take that action without feeling salesy.

Trisha Stetzel: Yeah. It’s the language that you use. Look, I, I’m, I want to help you. And so if we do this little activity together, I really feel like you’ll understand how powerful this process is. So bear with me. I have a little activity. Can I get your buy in? And they’re going to go, well, maybe. What is it? Right. Most people. Well, what is it? Well, I’m just going to ask you to send five direct messages to people that you know, not people that you don’t know know. Or maybe you want them to message people that you they don’t know, whatever that is. Right? But give them some direction and say, here’s the message. You can make it your own. And I just want you to copy and paste it five times to five people. And then I’m going to check back in with you in a couple days and see what kind of response you got. That to me and the way that I’m bringing it to you, hopefully it doesn’t feel salesy at all.

Stone Payton: It didn’t feel salesy to me when you said it. So, see, so I have like this preconceived notion that it’s all sales. Yeah.

Lee Kantor: Right. But for me it has to be in they have to do it. Let’s do it together. Now. I want it to be. Let’s share screens and let me see your LinkedIn together. Let’s pick five. And here’s the note. And I want to see them send it five times like that. So we got to get to that. Be the activity in a way that’s elegant.

Trisha Stetzel: And, you know, you have to use the language that you’re comfortable with. And another thing that you could do, you know, there is such a thing as a three way DM. You could have them three way the message and you could be copied on it instead of screen sharing, because there’s some people who are uncomfortable with that. Right? It could just be send it three way I got your back. Let’s see what happens. Now. I’m writing along with you. Now I’ve taken even more risk off your plate because I’m willing to be there with you. It’s all in the way you present it, right? It’s all in the way that you present it. Okay, so Stone is getting comfortable with being uncomfortable. I like it, this is good. Okay. And, Lee, what about you?

Lee Kantor: Um, I’m gonna come up with a way to survey the coaches that we. I mean, the partners that we have so that we can get the information that we need in order, um, to kind of number one, to nurture who we have and doing what they’re doing, but also to learn from what’s working, what’s not, uh, to be able to take from some, some of those learnings away, um, from them. So that will happen this week.

Trisha Stetzel: Fantastic. Okay. How was this for you guys?

Stone Payton: Fantastic.

Lee Kantor: It’s always great. I always feel energized. And I’m so appreciative that you, um, are being so generous with us to kind of quarterback this, um, this series. And, uh, so I can’t thank you enough for all that you’re doing to help us.

Trisha Stetzel: Uh, I learn every time I get on the call with you guys, whether it’s through this project and coaching or the weekly check ins that we have together. It is, um, a very, not just a meaningful project that we’ve been working on but also relationship and I we all, I hope, have that kind of trust with each other where you know I got your back. How about that.

Lee Kantor: Yeah. And we have yours.

Trisha Stetzel: I know you do. All right, gentlemen, thank you again for your time today. I appreciate it and look forward to hearing your next coaching session.

Stone Payton: Thank you Trisha. We will keep you posted.

Speaker1: Thanks for listening to Scaling in Public the next Business RadioX 100 markets. Are you ready to enjoy a steady stream of discovery calls? And finally, stop being a best kept secret? It’s time to step out of the shadows and watch your coaching business grow. Let’s fill your calendar ten discovery calls in a month, guaranteed. Go to Birr to download the free Business RadioX playbook.

Paul Knowlton: Bad Theology Kills Your Pricing

February 11, 2026 by John Ray

Paul Knowlton on Bad Theology, Plantation Economics You Practice on Yourself, and Why Mars Built a Trillion-Dollar Legacy on Mutuality (The Price and Value Journey, Episode 159), with host John Ray
North Fulton Studio
Paul Knowlton: Bad Theology Kills Your Pricing
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Paul Knowlton on Bad Theology, Plantation Economics You Practice on Yourself, and Why Mars Built a Trillion-Dollar Legacy on Mutuality (The Price and Value Journey, Episode 159), with host John Ray

Paul Knowlton on Bad Theology, Plantation Economics You Practice on Yourself, and How Mars Built a Trillion-Dollar Legacy on Mutuality (The Price and Value Journey, Episode 160)

In Part 2 of a two-part conversation, Paul Knowlton, attorney and partner at Stanton Law in Atlanta and co-author of Better Capitalism: Jesus, Adam Smith, Ayn Rand, and MLK Jr. on Moving from Plantation to Partnership Economics, joins host John Ray on The Price and Value Journey podcast to explore the mindsets that kill sustainable pricing and what you can do about it.

Paul saw a tattoo on a pastor friend’s bicep that read “bad theology kills.” That phrase captures why so many professionals severely underprice themselves. Whether from explicit religious backgrounds, leftist political thinking, or just generational poverty stories, we carry beliefs that profit is evil, poverty is noble, and loving your neighbor means sacrificing yourself. Paul shares his painful story of starting a low bono law firm after selling his intellectual property boutique firm. He had to shut it down when his patient wife finally said they literally couldn’t afford his generosity. The lesson is that you cannot afford to be generous if you don’t have the resources to be generous.

This conversation covers the Mars candy company (family wealth of $1.7 trillion built on mutuality since the early 1900s), why practicing plantation economics on yourself means extracting your own time by not charging or not charging enough, the Rotary Four-Way Test Herbert J. Taylor created during the Great Depression to save a company from bankruptcy, and how to stay committed to mutual benefit when bad actors seem to be winning. Paul and John discuss firing bad clients, finding your herd of like-minded professionals, and why the economic system should serve humans rather than humans serving the economic system.

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

  • Bad theology kills your pricing. Whether from religious background, political thinking, or generational poverty stories, many professionals believe profit is evil, poverty is noble, and loving your neighbor means only loving your neighbor. These beliefs lead to severe underpricing and unsustainable practices.
  • You cannot afford to be generous if you don’t have the resources to be generous. Paul started a low bono law firm after selling his intellectual property boutique. His wife finally told him they literally couldn’t afford it and were heading toward bankruptcy. If you don’t engage your brain, your heart will lead you down the wrong path.
  • Practicing plantation economics on yourself means extracting your own time by not charging or not charging enough for your services. Paul caught himself waving off payment from a client who stopped by with quick questions. The client insisted on paying because he needed someone with 20 or 30 years of skills to give him the fast answer.
  • Mars candy company built $117 billion in family wealth on mutuality since the early 1900s. Their stated contract principle: they will not have contracts that are detrimental to the other party. Mars chocolates are not the cheapest option available, but consumers are willing to pay a higher price due to the perceived value and their comfort with the company.
  • The Rotary Four-Way Test saved a company from bankruptcy during the Great Depression. Herbert J. Taylor wrote it as a way of doing business: Is it the truth? Is it fair? Will it build goodwill? Will it be beneficial to all concerned? This was the ethical framework that people adhered to before Milton Friedman’s 1970 article on shareholder value changed the business landscape.
  • Bad actors get the headlines for a while but don’t last long-term. Your reputation is your most valuable asset. If you can be trusted in your work, your word-of-mouth reputation will feed your client base. It’s the long game, the marathon, not the sprint that matters.

Topics Discussed in this Episode

00:00 Introduction and Recap of Part One
01:10 Exploring Mutual Benefit in Professional Services
04:16 The Impact of Bad Theology on Pricing
05:12 Better Capitalism: Bridging Anti-Capitalism and Dog-Eat-Dog Capitalism
11:55 Mars Inc.: A Case Study in Mutuality
17:25 Practicing Plantation Economics on Yourself
24:26 The Importance of Community and Ethical Business Practices
32:33 Conclusion and Final Thoughts

Paul Knowlton

Paul Knowlton
Paul Knowlton

Paul Knowlton, JD, MDiv, is a pioneering Atlanta attorney, ethicist, and co-founder of the Institute for Better Capitalism, where he champions “partnership economics” as an antidote to exploitative “plantation economics.” Holding a JD from Georgia State University and an MDiv from Mercer University, he transitioned from forensic engineering at Georgia-Pacific to IP law, building a robust practice at firms like Kilpatrick Stockton, co-founding another serving Fortune 500 clients, and teaching as an adjunct professor. This foundation in business law informs his holistic critique of capitalism, blending legal acumen with theological insight to advocate for profitable, ethical systems.

Knowlton’s landmark 2021 book Better Capitalism: Jesus, Adam Smith, Ayn Rand, and MLK Jr. on Moving from Plantation to Partnership Economics, co-authored with Aaron Hedges, reinterprets economic giants to propose reforms in finance, corporations, government, and culture. Endorsed by figures like Walter Brueggemann and David Gushee for its data-driven, values-rich challenge to extremes like laissez-faire absolutism or socialism, the work has sparked dialogue via Cato Institute reviews and Amazon bestseller status. His legal background enables practical proposals, such as relieving sectors for mutual flourishing and making abstract ethics actionable for executives and policymakers.

Today, as Partner Emeritus at Stanton Law LLC, Knowlton integrates his capitalism vision into IP, business succession, nonprofit law, and coaching, while advancing the Institute’s mission through resources, testimonials, and calls for imagination and courage. His efforts—praised for originality by economists and theologians—aim to humanize markets, fostering common good without sacrificing innovation, as seen in his Ubercounsel practice and Georgia Bar wellness initiatives. This balanced legacy positions him as a unique voice at the nexus of law, faith, and economics.

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 provide to clients, which allows you to price your services more effectively in order 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: Adam Smith, Atlanta attorney, attorney wellbeing, bad theology, Better Capitalism, business ethics, capitalism reform, client relationships, extractive economics, generosity mindset, generous pricing, Herbert J. Taylor, Institute for Better Capitalism, John Ray, low bono law firm, Mars Candy, Milton Friedman, mutual benefit, partnership economics, Paul Knowlton, plantation economics, pricing mindset, pricing psychology, professional service providers, professional services pricing, Rotary Four-Way Test, shareholder value, stanton law, Sustainable Business, The Price and Value Journey, underpricing, value based pricing

Navigating Career Transitions: How Franchise Coaching Can Change Your Life

February 3, 2026 by angishields

FMR-Jennifer-Jaciw-Feature
Franchise Marketing Radio
Navigating Career Transitions: How Franchise Coaching Can Change Your Life
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In this episode of Franchise Marketing Radio, Stone Payton interviews Jennifer Jaciw, franchise coach at The Entrepreneur’s Source. Jennifer shares her personal journey through career transitions and explains how her organization helps professionals explore franchise ownership as a new path. She details their complimentary coaching process, which uses assessments to match clients with business opportunities that fit their goals and strengths. Jennifer emphasizes a supportive, non-sales approach, current trends in franchising, and the importance of lifestyle alignment.

Entrepreneurs-Source-logo

Jennifer-JaciwJen Jaciw (sounds like “Jasseff”) is a Career Ownership Coach, Consultant, Connector, and Speaker, dedicated to helping professionals take control of their futures.

With over 25 years of business management experience spanning Sales, Marketing, Operations, and Entrepreneurship, including owning a successful Silicon Valley transportation company — she empowers individuals to transition from traditional careers to fulfilling business ownership.

Beyond coaching, she’s spent the past 10 years mentoring small business owners, leading networking organizations, and advocating for domestic violence resources.

As a speaker, she brings authenticity, insight, and actionable strategies to topics like goal setting, career transitions, branding and marketing, and entrepreneurial success.

Website: https://jjaciw.esourcecoach.com/
Linked In: https://www.linkedin.com/in/jenniferjaciw/
Facebook: https://www.facebook.com/jaciwconsulting
Instagram: https://www.instagram.com/jenniferjaciw/

What You’ll Learn in This Episode

  • The role of The Entrepreneur’s Source in supporting career transitions.
  • Jennifer’s personal journey and experiences leading to her role as a franchise coach.
  • The complimentary coaching program offered by The Entrepreneur’s Source, including assessments to identify client strengths and goals.
  • The misconception of franchising as merely buying a job versus building a scalable business.
  • The ideal client profile for franchise coaching, focusing on corporate executives and senior professionals.
  • The importance of identifying transferable skills and aligning them with business opportunities.
  • The coaching process that allows clients to explore different business models without pressure.
  • Risk mitigation in franchising through established systems and branding.
  • Current trends in franchising, including recession-resilient business models and the integration of technology.
  • The emphasis on time freedom, flexibility, and sustainability in choosing a business model.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Coming to you live from the Business RadioX studio. It’s Franchise Marketing Radio.

Stone Payton: Welcome to another exciting and informative edition of Franchise Marketing Radio Stone Payton here with you this afternoon. Please join me in welcoming to the broadcast with the entrepreneur source, Jennifer Jaciw. How are you?

Jennifer Jaciw: Well, thank you so much for having me back and for pronouncing my last name correctly.

Stone Payton: Well, uh, we are fortunate that we are welcoming you back to the Business RadioX microphone. And I think largely due to that and a little bit of background work, we, uh, we made sure that we pronounced it properly. We are so delighted to have you back with us. Um, but, you know, we we, uh, we had more questions, Jennifer. And and you did such a great job with us. Uh, last time, uh, before we dive into some of those, though, maybe, uh, it would be a good idea to to provide our, our audience with a little bit of an overview, some context. The entrepreneur source. Jennifer, how would you articulate mission purpose? What do you what do you guys out there trying to do for folks?

Jennifer Jaciw: Yeah, that’s a great question. To start with, the entrepreneur Source is an organization that’s actually been around for 40 years, and not a whole lot of people have heard of us. Um, I think we’re gaining some notoriety through things, opportunities like this. But, uh, we have been helping people for a long time, and our mission is to help folks that are in some kind of transition, whether that be something they’re contemplating in the midst of, or have been forced into a career change of some sort, some kind of transition is going on in their lives and their professional lives. And so I work with corporate executives and professionals that have had successful careers, but they’re just not, um, satisfied doing what they’re doing anymore. They want more. And it could be like I said, something that they’ve chosen or something that it’s, you know, there’s a lot of layoffs going on. So that’s kind of how I ended up with the entrepreneur sources. I had experienced a couple layoffs myself.

Stone Payton: Well, yeah. Say more about that, if you would. Your backstory, how you landed here, because I’m operating under the impression that’s probably as much as anything else, really equipped you to truly identify with, empathize with, and be in a position to serve others when they’re in transition, like you describe?

Jennifer Jaciw: Yeah, I think so. I think because I’ve lived it, um, you know, it’s easier for me to coach about it. I mean, I certainly went through a lot of training and continued to do so with this organization. One of the things that I love about them is they’re always innovating and they’re always providing continuing education for us. But, you know, I had owned my own business originally in Silicon Valley, California. I had it for 15 years, but it was something that I built from scratch with my husband. And, you know, that was a totally different experience. So and it was all I knew for business ownership was starting something from scratch and working out the bugs. And, you know, it took a long time for us to figure things out. So when I did reenter the workforce, when I moved from California to New Mexico, I took a year off and I said, okay, what next? I had made enough money in the sale to buy our home and take some time off with my husband, but I knew that I wasn’t ready to stop working. So I reentered the workforce. It was a lot harder than I thought it was going to be here in New Mexico. There just aren’t a lot of, um, upper management type opportunities here. And I came in very confident, you know, running my own business for 15 years and selling it to a national organization.

Jennifer Jaciw: But it didn’t matter. You know, it’s just that’s I live in a poor economy here. So I landed in a different industry, and I was laid off twice in two years. And I said, never again. So I looked at what else I could do with my transferable skills, and somebody approached me about introducing me to an entrepreneur source coach. And I said, well, I don’t know anything about them, but I’m open. You know, I didn’t really know what I wanted for my next chapter. It was a rather stressful time, as it is for anyone that’s been in that situation where they’ve been laid off. I met with my coach and I absolutely loved the process. I thought, um, you know, when she started mentioning franchises. I said the only thing I ever equated franchising to was French fries, and I knew that I didn’t want to own a McDonald’s. I didn’t, you know, I didn’t really know that there are lots of businesses that we see on our streets that are franchises, and I just didn’t know that. You don’t know what you don’t know. So she took me on this journey and she identified, you know, what kind of skills and strengths I could move into a different type of business and different business models that were available. And that’s kind of how I fell in love with this whole concept and this whole process, this coaching program that we offer.

Jennifer Jaciw: I asked her if she would present this business as an opportunity to me, and she did, along with two other businesses that were not related to coaching. And, you know, I got to meet with all three businesses as part of this experience. And one of the things I love about this coaching program is we create a safe space for people to do that, you know, to try on some new hats and see if something fits them a little bit better than what they’ve been wearing. And so I did I went through this process, and this really was the business that spoke to me the loudest. There were two driving forces that I discovered in my assessment work with her, and one of them was that I truly want to help others. I was put on this planet to help others in some regard, and this really gives me the opportunity to impact people’s lives every day in the work that I do. And the other was, I really needed a flexible business. You know, my folks are still in California. They’re both still alive, thankfully, but they’re both, uh, facing some pretty significant health challenges at this point. So I need to be able to get back and forth whenever it’s needed. And I’m able to do that with this business. So it really fulfilled the two things that I was most, uh, driven by.

Jennifer Jaciw: I am really grateful for that.

Stone Payton: You know, I’ve heard people over the years, uh, in one fashion or another, almost equate buying a franchise to, uh, to buying a job. But I don’t hear that in your tone. I don’t hear that in your description. That’s not the frame you put around it at all, is it?

Jennifer Jaciw: No, it’s not. And there are certainly franchises out there that can be replacing a job. You know, you’re you’re going to work the 9 to 5. You’re going to wear all the hats. Um, but I don’t look at it that way. I wanted something that I could build, I could scale with. While my clients don’t necessarily see it, I have a whole team behind me, not only on, uh, the virtual side. I have a virtual team of people that help me fill my calendar. So they reach out to folks through different platforms like LinkedIn and CareerBuilder and things like that. Um, but I also have a marketing team, and I have a technology team. I have a whole host of people. So I have scaled the business, and I love what I do, and I love that it’s not a job. You know, for me, I it’s really work that I’m truly interested in and I love participating in. But I get the time because I have all these other people in place to work on my business, not just in my business.

Stone Payton: You know, you touched on it earlier in the conversation, but I’d like to dive a little deeper if we could. On on the who. Right. Who is that person that really ought to have a conversation with with you? And who are you finding are, you know, these are the people I know that I can that I can really help that that the marketing people call it like ideal client, I guess, or candidate or something like that. Who is this person?

Jennifer Jaciw: Yeah, I would say the bulk of my clients are corporate executives that have had really successful careers. They have those, uh, skills, you know, that can certainly transfer from running a business, you know, an organization where they’ve been in some kind of senior leadership role and have made those decisions. They’ve just been making them for other people. So those leaders that really shine, those professionals that are smart and capable and driven, but they want more control over their time or their income or their future or all of the above. You know, sometimes, like I said, they’ve been laid off and they’re just trying to figure things out. Um, a lot of people underestimate their transferable skills. They forget that leadership and problem solving and decision making are way more important than industry experience. In a lot of cases. Um, they also can over romanticize passion. A lot of people say they want to leave the corporate world and work on something that they’re super passionate about. Passion matters, but I think profitability systems and scalability matter more. So I think that’s really important. And, you know, thinking that they may have to do this all alone, uh, it can be very daunting. It was for my husband and I in that first business. We had a limo company, and we figured things out, you know, but it took longer. It took a lot longer to get things up and running and cash flow positive, because every dollar we made went back into reinvesting in the business. In the franchise world, you’ve already got a lot of systems in place, so you know you’re going to have that support, that built in support and community that you don’t have from a startup.

Stone Payton: It’s an interesting insight that you are bringing to light for me, and this idea that a great many of us and I’m sure I fall into this same trap, you know, sometimes we we actually underestimate what we could bring to the table, especially in a little different environment, or approaching an environment or situation in a little different way. But now that you say that, it occurs to me that could be a, you know, maybe even the bulk of your work in trying to and trying to serve someone like a stone, really help them identify those strengths and then find the the best place to put them to work. Yeah.

Jennifer Jaciw: That’s exactly what we do in the coaching program. So that’s that’s a great lead in to what that looks like. You know, the coaching program I offer is actually complimentary to the client. So, uh, and we start with a lot of assessment work, some really good deep conversations on what you want this next year to look like. What does that look like for you really take some time to think about that. What are the goals that you want to focus on? You know, is it financial? Is it lifestyle? Is it a is it a blend of both? You know, and what kind of industries interests you? What have you thought about? What do you dream about? So we’re going to talk about that. And we also do a very comprehensive assessment, behavioral assessment that not only pulls your strengths, which most of them do, it also drives into or digs deep into your driving forces, which is what I was talking about earlier with me. My driving forces, you know, we’re really important. Impact was important for me. Flexibility was important for me. So we’re going to talk about that. You know, we’re going to identify what those things are, what motivates somebody like Stone to get out of bed in the morning. You know, what do you want in your day? You know, what do you want more of less of? We’re going to talk about all those things. And as I get to know my client more and, um, to a point where I feel like I have enough information, enough pieces of the puzzle to put together, then I will go to my portfolio of businesses and try to find something that I think will at least interest them to learn more about. And, you know, we’ll have some really good conversations around that too. You know, I want to hear from them why they think I picked that business for them to explore, you know, and that can lead to some really good conversation.

Stone Payton: To have a truly invested yet objective pair of eyes and ears working on on my behalf. I was just thinking as you were talking, I love archery, everything about it. And, uh, I’m probably the last person in the world that should be what we call a bowyer. Someone who runs a bow shop that. Yeah, I’m the. And I’m an entrepreneur, right? I love archery, yeah. And I’m an entrepreneur. I am probably the last guy in the world that needs a retail bow shop where I got to be there. That’s hilarious.

Jennifer Jaciw: And so and and that’s true. And some people think that that’s what it’s about, right? Finding that thing or buying that business or, you know, starting a business on something that you absolutely love. For a lot of people, like I talked to a lot of men, actually, that love to cook, but they have no desire to open a restaurant because they won’t enJaciw it anymore. You know, they that’s you don’t want to take that away. You know, you want to make that something that you actually truly enJaciw. We definitely want to do something that interests you, you know, find something that interests you, but not necessarily replace, you know, your hobby with something that’s going to turn it into something you don’t enJaciw anymore.

Stone Payton: And you’re right that those a lot of those people you’re describing would not enJaciw it, but I’m not sure they would see that initially without the benefit of you in there really challenging their thinking, helping them think it through. And I love, uh, what I think I’m beginning to see as the business model for the entrepreneurs source. It’s not like you’re just coming to market with, you know, the show book, right? Like with this. Okay. You want to buy a business? Great, right? Uh, here’s your list.

Jennifer Jaciw: You know exactly that is. That is so not what we are. Because we are not licensed brokers. I’m not here to sell anything. I make that very clear on our introductory call with any client. I’m not here to sell anything. I am helping you find clarity in what you want to do next. And if I can give you some business ideas that you never would have thought of for yourself, then I’m doing my job, you know, because I want you to start thinking outside the box. And that’s exactly what this does. This program does. And, you know, if nothing, people will always learn something about themselves, something new about themselves, and they’ll learn about some other businesses, like I said, that they probably never would have considered for themselves.

Stone Payton: And you know, I am, you know, red blooded entrepreneur, been one for, you know, 30 plus years. Um, but I wonder, do you do you run into some folks that do want to explore some type of transition, but in their mind, they’re not an entrepreneur or not suited to be an entrepreneur, but through exploration and through serving them, you discover, yes, in a certain way, we really can be an entrepreneur. Do you ever do you have clients that make that mental shift over time in working with you?

Jennifer Jaciw: Oh, absolutely. A lot of people do. You know, some people come into the experience knowing that they want to be a business owner. They just don’t know how or what, you know, makes sense for them. And so those are really fun because they’re curious already, you know, they already have some interest. But I have a lot of clients that say, you know, I’ve never considered business ownership, but this might be a great opportunity for me to explore that in a safe space. Um, because I create a safe space for people. I don’t want anybody to feel pressured to do anything. I do want people to come into this experience and be open and curious and ask questions, and I can help with that, too. You know, if you’re afraid to talk to a business because you don’t know where to get the conversation started, I can help with that. I can, you know, give you some examples of questions that you might want to start with. And once you get the conversation going, it’s going to be a lot easier for you. But, um, I just think it’s, it’s it’s a really cool experience for people that, you know, are just, like I said, the best ones, the most, the ones that get the most value out of it are the ones that are curious and open.

Stone Payton: And going back to this, we’ll take both sides of the coin risk and reward or opportunity. So many of these opportunities that you might be able to help them, not just be aware of, but really dive into and explore some depth. Uh, there’s, there’s repeatable processes and and and and transferable tasks. There’s there’s all this there’s infrastructure and history and brand equity. It really I mean, so much of that can can really shrink the timeline and remove the, the friction and lower that risk profile on, on these things. Can it.

Jennifer Jaciw: Absolutely. And we talk about risk you know, in the coaching program because a lot of people you know it’s it’s it could be that it’s a husband in the program. And he’s maybe more risk averse. The wife or spouse might be more risk, um, you know, open to risk or risk taker. So I work with a lot of couples, actually, um, uh, one of the, you know, I’ll start with one partner. And as they get deeper into the conversation with me, the other partner, the other significant other will get curious. They’re on their own and say, okay, what is this person doing with you? And why are you so excited about this? And and so I welcome them to join the call, because I want them both to be on board with any kind of risk. But yes, you are right when it comes to franchising or any kind of resale opportunity, you know, there is a lot of risk mitigation in that because it can be managed a lot easier for first time business owners, especially because you are stepping into a proven model. These are things that have been replicated.

Jennifer Jaciw: You know, there was one business owner that started it years and years ago typically, and they’ve replicated over and over and over again and they chose to franchise it. So these are validated systems, established branding, known economics and training that shortens your learning curve. So I know that that was a huge difference for me Personally. You know, like I said, it took probably three years before we were cash flow positive in the limo company because we were figuring things out. And when I stepped into this business, it was like a three month ramp up, you know, because there were so many symptom systems already in place. Um, it just made it so much easier. The training, the systems, the community, all of it, you know, and you also have historical financials, uh, with a resale opportunity, you know, you’re going to have the financials already there. Existing customers, often many, uh, positive Google reviews and a trained team already in place. So a resale opportunity can be even less risky feeling, you know, if they have those things already in place for somebody that’s never done this before.

Stone Payton: Well, I’m glad you mentioned that because I didn’t think about resale on the how does the whole because you’re running a business too. You’re helping other people find businesses. But you got to run a business too, to have that opportunity. How does the whole sales and marketing thing work for, for you for, for a for a practice like, like yours, how do you how do you get to have those conversations?

Jennifer Jaciw: Yeah. So resales are part of our portfolio as well. And a lot of people ask me, well, how do you get paid if this is a complimentary program? And it is as simple as this, if I do introduce my client to a, either a, a brand new franchise or a resale opportunity, and they fall in love with it, they’ve done their due diligence. They decide they are going to invest. Then that business will pay me for my services. So I do not get paid with every client that I work with, because not everybody’s ready for business ownership. But I want them to know, you know, up front that, you know, I’m not going to ever ask you for a dollar for my services, because I will be taking care of in enough circumstances that I make a decent living. You know, I wouldn’t do this otherwise, you know, if I couldn’t support myself. But that, you know, again, that goes back to me not being a salesperson. So even though that is the way that I get paid, I’m perfectly fine with giving people the time that they need, the time and the space that they need to make a confident decision. I don’t want anybody to go into business ownership without being fully prepared as much as they can be, and have that understanding that they’re going to have support and systems throughout, you know, the term that they have their business and most, most licenses are about ten years. Some are five, some are 20, but most the average is ten.

Stone Payton: Well, if that’s your mindset and your value system, and I am coming to believe that that it is. It strikes me that if I would err on the side, I think of reaching out to you and wanting to have a conversation with you. I’d rather err on being early than late, right? Like, don’t, don’t wait till I’ve necessarily got to pull the trigger tomorrow. And I got all my funding and everything I want to reach out and and talk to to Jennifer early. Is that is that accurate? Does that make sense?
Jennifer Jaciw: Yeah. That that’s a great I mean, if people already have an idea on the type of business that they want and they have their funding in place, then it makes more sense for them to go directly to a broker, you know, because that is a transaction. They don’t need all the other work. Maybe they’ve done that work on their own. Um, but for somebody who’s never, you know, been through this experience before, they don’t know what type of business they want. They don’t know what they would be good at. I can help with that. You know, that’s what this experience was created for, for those types of people that know they want something more than what they’re doing. They want something different than what they’ve been doing, but they just don’t know the how or where. Or you know, what type of business you know. Do they want something, uh, full time, you know, owner, operator where they’re hands on. Do they want something more semi absentee, where they’re working behind the scenes and not having to be part of the day to day? And we have a few investment only opportunities where they really don’t need to be involved with the business.

Stone Payton: Before we wrap let’s if we could let’s leave our listeners with a a pro tip or two, something to be reading, thinking about, asking themselves, asking other people just uh, and look gang, the number one pro tip is if this conversation is striking a chord with you at all, reach out and have conversation with Jennifer. But to to satiate them between now and then. Jennifer, let’s leave him with an idea or two to to be noodling on.

Jennifer Jaciw: Yeah, I think that, um, I’d like to mention just a couple trends that are going on in franchising because a lot of people like, like me only thought of it in the restaurant world. But what we’re seeing now is a lot of people are looking for a recession resilient business models, you know, because with the economy being what it is up and down, um, you know, it’s not feeling quite as stable as it was, you know, before the pandemic. So a lot of people are looking at recession resilient type brands and those are service based. Typically it could be home services, it could be senior care, health and wellness. It could be children. Those are the types of, um, businesses that are always going to be around. They’re always going to be necessary and people will always spend money on those things. So that’s something to consider. Um, I also think that people the franchises that I work with a lot, most of them, I would say are more set up as a CEO style business where they’re manager led models so that they can, you know, operate as a CEO like they have been in the past, where they’re not doing the day to day functions. It could be something that they scale with their leadership skills, not, you know, that exhaustion from being burnt out.

Jennifer Jaciw: Um, I also think that AI and tech platforms are just, uh, totally. I mean, I can’t believe some of the things that people are creating within the franchise system for their franchisees these days, including mine. Um, we just had an AR AI education call this week, and they have created so many new innovations within our CRM that are going to make our job so much easier, and a lot of franchises are going that direction to make things easier for franchisees, even easier than they already were. Um, and you know what I’ve seen over and over and over again, especially since the pandemic, is people are more focused on time, freedom, flexibility and sustainability than anything else. They want that alignment with their lifestyle. So really, those are the things that I would like people to think about if they don’t have that in their own life. You know, whether they be working or unemployed, how can we do something to help you with that? Make that, you know, we we want to design a life that you love to live. And that’s my whole mission in this work is to help you get there.

Stone Payton: I am so glad I asked. That sounds like marvelous counsel. All right. What’s the best way for our listeners to connect with you, maybe have a more substantive conversation and and really seriously consider engaging in, uh, in this kind of activity. What’s what’s let’s get some coordinates.

Jennifer Jaciw: Yeah, probably through my website. I would love for people to just check me out, you know, learn a little bit more about me and the process. So my website is JJ, I dot. Com and on the top right there will be a section there that says schedule a call. So that introductory call is typically 30 minutes. You can find a time on my calendar and we’ll just see if we’re a good fit for each other. It doesn’t cost anything. So, you know, accept some time. And that’s really the only obligation you make in this process with me is scheduling the time and keeping your appointment. That’s really it.

Stone Payton: Well, Jennifer, it has been an absolute delight having you on the program. Thank you for your insight, your perspective, and thank you for the work that you’re doing. Please keep up the good work and we sure appreciate you.

Jennifer Jaciw: Well thank you, Stone, I really appreciate being asked to come back. I, I love, you know, what I do and love to share it with others. And Business RadioX has been a great place for me to be able to do that. I really respect the work that you guys do as well.

Stone Payton: Well, I’m delighted to hear it and it is absolutely my pleasure. All right, until next time. This is Stone Payton for our guest today, Jennifer Joseph with the Entrepreneur Source and everyone here at the Business RadioX family saying, we’ll see you next time on Franchise Marketing Radio.

Amos Schwartzfarb: The Startup Operator Who Built a Playbook for Winning

February 2, 2026 by angishields

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Houston Business Radio
Amos Schwartzfarb: The Startup Operator Who Built a Playbook for Winning
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Amos-SchwartzfarbAmos Schwartzfarb—one of the most influential figures in the startup ecosystem, known for his decades of hands-on operating experience, investing expertise, and founder-first mindset.

Amos’s career began unexpectedly in the early days of e-commerce, packing boxes at Shoreline Mountain Project—an experience that led him into a 25+ year journey through seven startups, multiple acquisitions, and some of the most iconic early-stage companies in the U.S., including HotJobs (Yahoo), Work.com, Business.com, and Black Locust (Home Depot).

In 2015, he shifted into investing as Managing Director of Techstars Austin, where he backed more than 70 seed-stage companies and became a central pillar in Texas’s startup growth. He is also the bestselling author of Sell More Faster and Levers, two of the most practical frameworks ever written for founders who want clarity, traction, and repeatable scale.

Now, as CEO and advisor at Retro Cause, Amos continues helping early-stage companies build momentum by combining metrics, mindset, and operational discipline. When he’s not advising founders, you’ll find him outdoors—mountain biking, climbing, or cooking with his family.

Connect with Amos on LinkedIn.

Transcript-iconThis transcript is machine transcribed by Sonix

 

TRANSCRIPT

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

Trisha Stetzel: Hello, Houston. Trisha Stetzel here bringing you another episode of Houston Business Radio. It’s my pleasure to introduce you to my guest today, Amos Schwartzfarb, a legendary startup author, operator, author, investor, athlete, and advisor whose career has shaped some of the most successful early stage companies in the country. Amos started his journey packing boxes at Shoreline Mountain Project, helping convert it into one of the earliest e-commerce companies, kicking off a 25 plus year career across seven startups including Hotjobs, acquired by Yahoo! Work.com. Business.com. Black Locust acquired by Home Depot and even more. In 2015, he shifted to the investor side as managing director of Techstars Austin, where he invested in more than 70 seed stage startups across Texas and became one of the region’s most respected early stage investors. He is also the best selling author of Sell More, Faster and Lovers, which we’re going to talk about. Known for giving founders the frameworks, metrics and mindset to build repeatable, scalable businesses. Today, as CEO and advisor at Retro Cause, he continues advising founders while spending his free time mountain biking, rock climbing, and cooking with his family. Amos, welcome to the show.

Amos Schwartzfarb: Thank you so much for having me, Tricia, and what a fantastic introduction.

Trisha Stetzel: Oh, I’m so glad that you said that I spend time on this Because, Amos, the truth is, we don’t do that for ourselves. So I like to give that as my gift to you.

Amos Schwartzfarb: Oh my gosh, it’s so true. If you would have asked me to do that, I would have glossed over all of it and just said, yeah, I worked with startups a couple of times and we did some cool stuff.

Trisha Stetzel: Okay, so I avoided a word and we’re going to talk about it before we even talk about you. Okay. Consiglieri as I as I think it’s pronounced.

Amos Schwartzfarb: So yeah.

Trisha Stetzel: Tell us what in the world that word means. Amos, before we get into talking.

Amos Schwartzfarb: Yeah. So maybe maybe the way that I’ll describe, I’m not sure it’s the right word to use. It’s where it comes from. Is actually, I don’t know, maybe all over the world, but at least I’m from North Jersey, from the North Jersey Mafia. And but the reason I use that word is because what I do with my clients, I’m not really a CEO coach. I think when people think of a CEO coach, they think of someone who’s going to help with organizational skills or some soft skills. And that’s not really what I do, and I haven’t figured out the right way to talk about it, even though I’ve been doing this for so many years. So what I do with my clients is I’m really I work directly with CEOs and I am the the person that they come to and talk to and trust more than anyone, more than their co-founder, more than their board. And we and we do everything. I am their trusted source. Whether it’s, um, a problem with an executive managing the board, fundraising, building out an executive team, figuring out the right people, whether it’s problems at home because it affects their business. It’s literally everything. And so I use that word because that is essentially what it is to the Mafia boss. Um, so I hope I’m not insulting anyone out there, but that really is the role that I play with my clients.

Trisha Stetzel: Yeah, I love that. And I’m I’m glad that we started there because advisor doesn’t do what you that word doesn’t do what you do for your clients justice. And I appreciate that. You have a complicated word.

Amos Schwartzfarb: Yeah, yeah. Thank you. Yeah. It’s. If nothing else, it sparks a good conversation.

Trisha Stetzel: It does? Yeah, absolutely.

Trisha Stetzel: Okay, so tell us a little bit more about Amos.

Amos Schwartzfarb: Oh, gosh. Uh, here, I’ll do this. I, I have been noodling on this thought for a long time, but a lot lately. And I actually wrote something down yesterday, and I don’t know what I’m going to do with it yet. Um. Which is, I don’t know. I think this goes for all people, but I’m going to just speak of it as if I’m the only person with this challenge in the world, even though I know that I’m not. I don’t know how to speak about just Amos, because there’s the just Amos, the expectation of what have I done professionally? And that’s probably what most people want to talk about here. There’s the Amos that was, um, I mean, I’ll pat myself on the back. An elite athlete for many, many years in multiple sports. There’s the Amos that’s an author. There’s Amos that is a musician and is in the middle of dropping an album and has a new band. There’s the Amos that is a dad, and it is really the thing that is most important to me in the world. Um, there’s the Amos that’s from new Jersey and the people that I grew up with that know me one way. And then there’s the folks here in Austin that have no idea who that dude is. Um, so I don’t know, like, that’s me and a little bit more.

Trisha Stetzel: Okay. No, I love it because it really gives us some insight into the things that make you tick. Yeah, right. It really does. Yeah. Okay.

Amos Schwartzfarb: You know, here’s what I might say as you think. Like, here’s the here’s the Amos. Rather than trying to identify myself in a in a box or several boxes. I think who I am is a person that has been really fortunate that I had an upbringing, that that gave me the opportunity to keep a really open mind and do a lot of cool stuff. And and not that I haven’t been afraid a lot in my life. I’ve been afraid a lot in my life. But fear has never stopped me from doing anything. At a young age till now. And so the Amos that I like to think about is the person who brings to the world, um, hopefully inspiration for other people to do the same, to not let the fears get in the way of their dreams.

Trisha Stetzel: Mhm. Well I love that. That is fantastic.

Amos Schwartzfarb: I stole that, I stole that from the no company no fear. They’re probably out of business 20 years but I. But I did love it.

Trisha Stetzel: Okay I’m glad we noodled around on this because something really profound came out. Thank you for sharing that. Uh, can we talk about mindset, uh, a little bit in the, in the, in the business place. So I think I’ve heard you say business is math mindset is the multiplier. So what do founders get wrong when we’re looking at that equation?

Amos Schwartzfarb: Yeah. Um, maybe a little context here on the business is math part. And this is this is me projecting. I, um, I will start with I’ve always been good at math, and I stopped taking math in 10th grade because I never thought it was important. I think differently now, much differently now. Um, and I was always I’ve always been really creative. I’ve always been a writer. I was a creative writing major in college. Um, and when I, and I was in my early, early years of business, I operated largely on intuition and, and really didn’t put a lot of stock or faith into the importance of understanding metrics and the math of business. And, um, fortunately, I had some good intuition along the way. And also, fortunately, I had a phenomenal mentor and boss at, uh, at a company that, um, Business.com which was acquired, I was acquired into. And then I was an executive there. Um, Who? That not just the CEO, but the CEO and the CEO were so metrics driven. They to me, they are the poster children for what it means to run a really good business. And I and they I will say they beat it out of me to it’s okay to have your intuition, but then how do you back it up with math and that that was back in, you know, almost 20 years ago now.

Amos Schwartzfarb: So I 17, 18 years ago. And so the journey since then, um, and, and maybe the lessons over and over and over again is that. Yeah. Intuition is, is a really important thing to help, like pick up and say what direction should I look at? But knowing whether or not you’re actually heading in that direction is math. And at the end of the day, and as much as like a visionary founder who doesn’t have a financial background does not want to hear this, I being one of them at one point in my life. Um, your business is really nothing more than a than a calculus equation. And and it’s our responsibility as leaders of that organization to figure out, um, what how to make the math work so that your business can work so that you can actually achieve, achieve your vision, and so that, you know, you can step away from the math and change the world in the way that you want, want to change the world.

Trisha Stetzel: All right. So this makes me like, want to talk about mindset because you have experience with more than 70 seed stage startups and probably lots more than, uh, that’s just what I know. Um, people who start businesses, true entrepreneurs want to go open a business doing something that they love. And most of them, at least the ones that I work with, are afraid of the numbers. So how do we shift besides the words that you used, which is your business, is basically a calculus equation. How do we get people to shift the way they think about their businesses from I love underwater basket weaving. I’m afraid of the numbers to this is a business and I need to care about the numbers.

Amos Schwartzfarb: Yeah. Um, I, I feel like there’s a couple of different ways. Like a couple. I have a few different opinions, and some of them are sort of, like, very surfacey like, hey, we can talk about how to, you know, how to look at math as a positive thing versus a negative thing. And, but I actually think it’s it’s much, much, much deeper and probably even outside of my, my, my depth of, uh, teaching, but not outside of my depth of exploring, which is why are you afraid of the numbers? What is it about looking at it as math? Do you feel like you’re going to lose the passion? Do you feel like you don’t understand what the math is supposed to be? And so I think maybe there’s two like like sort of core level things I would think about, which is like under try to understand what it is about the math that you’re reluctant to leaning into, and maybe it’s okay that you don’t lean into it, but understand what that is so you can find someone that can help you do it. Um, and, uh, you know, I think the other thing is which which is this is something that I have, um, I’ve been practicing for the last couple of years with, like, in such intensity.

Amos Schwartzfarb: And it’s it’s it’s amazing. I don’t even know how to explain it to somebody. And it sounds crazy. It will sound crazy to someone who doesn’t believe this. Um, but just the the the there’s an art, I think, to looking at everything and having a different perception. So instead of saying to yourself, the math scares me, or I don’t believe it, or I don’t want to do the math, what if you say, gosh, this math is really fun? And yeah, you’re not going to believe it at first, and you might not believe it for a long time. And not that you’re trying to hypnotize yourself, but you. There’s an opportunity to literally change your perception by trying to find the things in it that could be fun, because guess what? What if you love basket weaving and you love selling baskets, and you get to sell 100,000 baskets instead of 100 baskets because you not only have figured out the greatest basket, but the people who want the greatest basket. And you’re you’re making their lives better. How much more awesome are you going to feel about selling baskets?

Trisha Stetzel: I love that, and and you’re right. You know, the the thoughts that we have, the language that we use eventually become our thoughts and our beliefs. And if we can shift the things that we’re saying to ourselves and we can actually shift the outcome eventually. Yeah, I love that.

Amos Schwartzfarb: I mean, you’re going somewhere like, we can we can take a real left turn here if we want. But like that whole thing of like what we say to ourselves is so important because I do a lot of like mindset work and spiritual work recently too. And the thing that I have come to believe, and this is not my original thought by any stretch, but but I believe this is those thoughts are not actually us. They’re just thoughts. And so when we can learn to detach ourselves from those thoughts and realize, like we can say anything to ourselves, it kind of doesn’t matter. So if we’re going to say something, let’s say the positive thing. Let’s say the thing that gets us what we want, not the thing that doesn’t get us what we want.

Trisha Stetzel: Okay, so I’m going to reel it back in because I don’t know about detached thoughts for the rest of the conversation, but it’s it’s it’s very interesting. And I would love to have you come back because I would like to talk about that. I’m very interested in hearing more, but I want to roll us back to the numbers. Um, metrics. Numbers actually matter when and and a lot of companies may not see that those particularly matter with a product market fit. So what are your thoughts around those metrics early in a business?

Amos Schwartzfarb: Yeah, I love the question. And it is one of the things we talk about in the book lovers a lot. And um, you know, maybe like the quick step backwards is a big reason that, um, Trevor and I decided to write the book lovers was because of exactly the thing we’re talking about, the fear of trying to figure out what are the right numbers. And so the thing we talk about a lot is get them wrong, but get but start doing something. Because as soon as you get that, as soon as you start doing something and you see that they’re wrong, you will want to as a problem solver, as an entrepreneur, inherently in your DNA, you will want to figure out what is right and you’ll get there. And sometimes that there might take a month, and sometimes that there might take ten years. And I’m not exaggerating it. Sometimes it takes a really, really long time. It’s that journey and going back to the mindset like, enjoy the journey. That’s why you’re doing this, right? Yes. You want the end result. You know, one gets the end result without the journey. So let’s let’s figure out the math along the way so that that’s that’s what we profess in the book over and over again, which is like, here are some frameworks to help you start to figure out what the math is. And you’re going to get it wrong, period. Just own it and then we’ll figure it out. Start with something.

Trisha Stetzel: Oh, I love that. Take action. Start with something. Okay, uh, before we take a little bit deeper, dive into levers, tell people how they can connect with you because I know they’re already interested in picking your brain.

Amos Schwartzfarb: Yeah. Uh, absolutely. Um, the probably the two best ways you can reach out to me on LinkedIn. Um, I do respond to every single message? Um, even maybe not all the ones that are clearly spam, but everyone that is personal I respond to, um, not always super fast. And then my email, which I’m actually probably slower than LinkedIn, I’m embarrassed to say is Amos at Retro Coscom. So it’s almos at retro cause are are you?

Trisha Stetzel: Okay. And I know they’re guessing how to spell your last name, so I’ll do it for you. Let me try. Okay. S c h w a r t z f a r b. How about that? Yeah. Okay.

Amos Schwartzfarb: So it took me like 16 years so that was great.

Trisha Stetzel: There’s not enough room. There’s not enough room for that. I’m just saying especially as a professional athlete, if you ever wore a jersey with your name on the back of it, it was a problem.

Amos Schwartzfarb: Yeah. My my daughter’s jersey. I think it like, curves around and goes.

Trisha Stetzel: It goes down one sleeve. Who knew? Okay, so back to levers. I would love to, if you don’t mind sharing, uh, share a little bit more about the framework that you talked about and something that might really stand out and a reason why people should go and grab your book.

Amos Schwartzfarb: Yeah. Um, I think what I can do and stop me if this is too much, but I think in a minute to a minute and a half, I can describe the whole book. Yeah. Um, so firstly, it’s a book you do, not a book you read. So if you’re interested in checking it out, you’ll read through it. You’ll read through it really fast, but really quickly you’ll figure out like, oh, I need to actually do work. It’s not like, this isn’t, not like, oh, I’m going to philosophize about cool stuff. And you’re like, yeah, it’s a great philosophy. No, we’re actually giving you tangible things to do. So the book has five chapters. There’s actually six frameworks. The sixth one is in the appendix, where when we do a second edition, we’re actually going to move it up front. And it’s really what everything starts with, which is you have to have a vision and a mission. It doesn’t really matter what it is, and it doesn’t have to be articulated well, but you have to know where you’re going. So I want to make baskets. Great, I want to I want to bring baskets to the world. Cool. But you have to have that to start. Um, and then it’s a series of five frameworks that are actually all data oriented. The first one is a framework to help you start to identify not just who you think your customer is or will be or should be, but who your customer actually actually is.

Amos Schwartzfarb: How do you figure out who it actually is, not just who you think it is with data. So the first framework helps you do that. The second framework helps you figure out your business model. So it’s, you know, you have an idea of how you’re going to make money. That’s great. And literally we have you write that out as a math equation. This is how I think I’m going to make money. The important work for this framework is what comes down. And I say underneath, and it’s a visual thing for me. What is all the work that has to go in to prove that your math equation is right? And that could be anything from your your marketing, but like getting very, very granular to your sales, to your finance team to anyone who you might be hiring. What are all the things that have to happen? What do you have to build? What do you have to buy? Do you need money? Can you do it with a pickax? Doesn’t matter. What are all the things? And then the that takes us to the third framework. So if you think about the first two frameworks, we’re basically creating a massive list of things to do and things we need to learn.

Amos Schwartzfarb: The third framework, which is we call validating assumptions. It actually helps you take all of that and anything you may have missed and prioritize it. And what we like to say is you can never do more than 2 or 3 things well at a time. So we the framework gives you ultimately a matrix at the end, which is things that are high priority, low priority, low priority. We don’t even talk about until it becomes high priority someday in the future. And then high priority breaks out into validated and unvalidated validated. You’re going, you’re building. You’re doing it Unvalidated you don’t get the you don’t earn the right to go do it until you learn whether or not you’ve earned the right to do it. So what do you have to learn in order to move it and make it validated so that you can go do it? The fourth framework this gets into like the metrics part of it, which is okay, now that we’re doing things, how do we measure what we’re doing and whether or not we’re heading in the right direction or not. And an important point here is doesn’t matter if you’re going in the right direction or not, it’s a failure if you don’t know why it’s a success. If you do know why you cannot hit your numbers, but you know why you have succeeded. Because now, if you know why, you know what you can do.

Amos Schwartzfarb: If you don’t know why you’re. If you don’t know why you’re crushing your numbers, then when your numbers start to worsen, you won’t know why. So it’s a framework tied into all this. How do I measure what I’m what I’m actually doing and what matters? And then the final framework and this is really like it’s scary for some people. And to me it’s the most exciting has become the most exciting part, which is how do you take all this and how do you build a financial model. And I’ll use a different word and I use these interchangeably. How do you create a plan that’s based off of all the data you have, that tells you what you’re supposed to do on a day to day, week to week, and month to month basis? That is something that you can measure what you’re doing and how you’re doing against it. So if you say, hey, I’m going to do these ten things and it should result in X, Y, and Z. Well, I only did eight of those ten things and it resulted in x and y. I didn’t do the last two things because of time, money, resource, whatever. I learned something cool. I didn’t hit all my goals. I think I understand why, how do I keep going forward? That’s it. That’s the book.

Trisha Stetzel: That’s it. That’s the whole book. Okay. But we still but people still want to buy it. I’m just saying. All right, uh, all the usual places they can find.

Amos Schwartzfarb: Yeah, yeah. Uh, any place. Yeah. I don’t think you can get it in bookstores anymore. Maybe some random ones have it, but. Amazon. Yeah. Amazon. And we’ve done something. This is very intentional. And I like to say this. It may maybe it’s self-soothing, but, um, we’re not trying to make money on this, but you don’t make money on a business book anyway. But if you want the audible copy, it’s like a $0.99 or $1.99, like it was the least that we can charge. And the book is like, again, the paper copy is the least that we were able to charge just to recoup some costs. But like we have kept it super, super inexpensive. Our goal is to just empower as many entrepreneurs as possible to control their own destiny.

Trisha Stetzel: So it sounds like you might be using this tool with the businesses that you decide to maybe invest in or be a part of.

Amos Schwartzfarb: Absolutely.
Trisha Stetzel: Which is amazing. It’s such a great start. Right? Uh, do you know where you’re at? Do you know where you want to go? And how are you going to, you know, get through the, the, uh, the gaps or what are the consequences of not getting where you want to go? So, um, I’m curious because you’ve done this so many times and you’ve built a tool for people who want to start a business. Um, what patterns do you consistently see with founders who win?

Amos Schwartzfarb: Um. The probably the number one pattern I see is that they know their metrics inside and out, period.

Trisha Stetzel: Okay. Comes back to the.

Amos Schwartzfarb: Numbers and the and the and the thing is an interesting thing about win though, because win comes in a lot of forms like you can you might be able to create like a relatively successful business but have no idea what’s going on. So you’re stressed out all the time. Someone might call that a win. I would not, because I don’t want to be stressed out. I I’m doing this because I love it. It should bring me joy, not stress. And I do think that the command of your numbers will allow you to live a less stressful existence.

Trisha Stetzel: Okay, so I’m going to go to the whole I don’t even I hate calling it work life balance. Can we just call it integration or whatever language you want to use around that? So not being stressed out in your business and being able to spend time with your family or go rock climbing or cook or whatever it is that you want to do, how do you get there? How do you get to have that work life balance or integration?

Amos Schwartzfarb: Yeah. Um, gosh, if I knew how to really, really answer this, I think I’d probably solve a lot of the world’s problems. It’s something that I continue to work on. I think that it’s driven people and, you know, and entrepreneurs, by definition, are driven people. Um, and, and most really, you know, true entrepreneurs that I know also, they have their own version of focus or tunnel vision or whatever you want to call it. You find yourself in something. Um, it’s really, really hard. And, and so there’s like, you know, sort of like basic things you can do on the surface, like, how do I what how do I identify what my boundaries are and how do I stick to my boundaries. Like, yeah, those are all important tactical things to do. I think there’s a almost always a much deeper root cause of why we are driving ourselves in this way. And this is the work that I like, the exploration I’m doing on myself. Like what allows me to say, how do I define what’s most important to me? 2 or 3 things, right? This is. I’m not talking about me and my life. What are the 2 or 3 most important things in my life? And I can tell you what they are. And any time that I start to feel myself get stressed or tensed up because it will happen, because I’m driven and I find myself focused and in tunnel vision, I step back and say, what am I doing that doesn’t support those three things? What can I take off my plate or what? Or is there an imbalance in how this is happening? And how can I look at that over a longer period of time? And how can I create something that is going to intuitively feel more balanced?

Trisha Stetzel: Yeah. So we often talk about this idea of moving somewhat away from the business so that we can do the things that we love in life. But what if we flipped it and we talked about the things that we do in life that actually have shaped your leadership style? So you’re really into, um, Sports, adventure racing, rock climbing, probably a few other things that I don’t even know about. How have those extreme sports shaped your leadership style?

Amos Schwartzfarb: Um, I think it’s done a couple of things. One, particularly at times when I’m doing more than one thing that requires a tremendous amount of focus and attention. It has. It has taught me how to really, like, say no. How to not do the things that don’t support those things and and lead by example. Right. So being comfortable when you have an employee who is prioritizing the most important things and and and modeling for them, let’s focus on the most important things. Don’t just do busywork. Don’t just keep yourself reading emails because you’ve got a full inbox. Like, if that’s not serving what you’re actually supposed to do to move your business forward, let’s find our time to do that. So I think the modeling of that behavior is that of understanding where to focus and where to not spend your time is one. Um, and I think, uh, you know, I think it probably goes back to modeling also, which is, um, making sure that, um, how do I say this? Like. I think that I’ll say it like this. I don’t agree anymore. And there was a time that I fell into this culture, but I do not agree with the culture that we should be working 15 to 20 hours a day, seven days a week to run our business. I don’t think if you look at any other system in the world, engines like it doesn’t matter. You will see that everything has a point where it will max out and break because everything has a a shelf life of some amount. And so if I think about what it takes to build a business, and maybe this is like a thing that as a society we’ve kind of ruined a little bit, it really takes ten plus years to build a meaningful business.

Amos Schwartzfarb: And I believe lots of people think that, um, well, if I’m not, if this isn’t up and running in 18 months or two years, like I’m a failure or like I can’t, I can’t make it work because I don’t have the the, you know, the money or the resources or whatever it might be. Maybe that’s true. Um, but I think that the idea that something meaningful takes a long time. And if I want to be able to stay excited about it for a long time, I have to find the right. I’ll use the word balance, the right balance, the right amount of effort. Like think of it like a marathon runner or ultramarathon runner. They’re not running a five minute mile pace, right? And like, this is a cliche, but they’re finding the pace right below their threshold, their heart rate threshold where they can go for the longest amount of time. And I think that’s what it takes to build a business. And, and and it’s okay if you redline a little bit like and actually I would say I learned that way. Like I have to cross a barrier and then say, oops, that was too much and pull back so I know where the barrier is. That’s okay. Like it’s going to happen for all of us, but like but but but recognize that you can’t actually nobody no matter how you might be able to go for 2 or 3 years really really hard. Everyone is going to burn out at some point if they don’t have the right support around them, and they’re throttling too high.

Trisha Stetzel: Okay, so we’re at the back end of our time. And I have one last question and it has to do with support. Thanks for bringing that up. How important is it to surround yourself with the right people as you’re going through this journey?

Amos Schwartzfarb: Oh it’s everything. It’s absolutely everything. I, I have known a very, very small amount of entrepreneurs. And when I and when I say this, I don’t mean tech entrepreneurs. I mean people that, you know, they own a store on Main Street or something that have done it themselves and had a bunch of people that they tell what to do versus. Help them be better. And my judgment of them is always the same. You’re not seeing your potential because you can’t get out of your own way. So I am making a judgment there, but it’s just the pattern recognition that I’ve seen over and over again. I think having the right people around you is is the most important thing. And you know what I tell all the CEOs that I work with. So, so the work that I do with my CEOs, one of the things that I do with all of them is I help them mature alongside their businesses. So if they if I come in when they’re in a stage company and they’re, you know, three, four years later, they’re, you know, seed stage company and they’re making, you know, tens or hundreds of millions of dollars, like the business changes and their role changes. When you start a business, you are doing everything, and little by little you’re doing less and less. The, the, the CEO’s job is not to actually do the work anymore. It’s to understand the work and have people that are way better than you, helping you strategize and helping you execute and helping guide you. Right? So I think like finding the right people around you to help guide you is so, so and I don’t none of the most successful people that I know in the world, every one of them and myself included, have coaches, all of them. And this whole stigma that you have to do it alone. I mean, from, you know, I’m a Gen Xer, so I like I get it, I was there at one point like, yeah, like get a coach, get great people around you. Um, yeah.

Trisha Stetzel: Okay. This has been so much fun. I definitely you definitely have to come back because there’s so many other things that I want to dig deeper on. This was absolutely amazing. Thank you for taking the time. I really appreciate it. Amos. So tell us one more time how folks can connect with you.

Amos Schwartzfarb: Yeah. Um, so LinkedIn, Amos Schwartz but LinkedIn, or you can email me at Amos at com at C a.com.

Trisha Stetzel: Perfect. Uh, as always, you guys, I will put those links in the show notes. So if you happen to be sitting in front of your computer and you just want to point and click, you can do that. Please do not do that from your car. I beg of you, Amos. Thank you again. I appreciate your time today. I look forward to our next conversation.

Amos Schwartzfarb: Likewise. Me too. Thanks for having me.

Trisha Stetzel: All right, guys, that’s all the time we have for today. If you found value in this conversation that Amos and I had, please share it with a fellow entrepreneur, a veteran or a Houston leader ready to grow. And be sure to follow, rate, and review the show. Of course, it 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.

From Introvert to Influencer: How the Business RadioX® Platform Empowers All Personalities to Connect

January 28, 2026 by angishields

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Scaling in Public
From Introvert to Influencer: How the Business RadioX® Platform Empowers All Personalities to Connect
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In this episode of Scaling in Public, hosts Lee Kantor and Stone Payton are joined by coach Maggie Ishak to discuss the Business RadioX’s unique methodology for helping studio partners rapidly grow their networks through podcast interviews and community engagement. They explore refining their messaging, accelerating partner success, and leveraging relationships with chambers of commerce and coaching organizations. The conversation highlights the platform’s appeal to both introverts and extroverts, the value of authentic connections, and strategies for scaling impact, ultimately emphasizing how their turnkey system enables partners to achieve tangible results within 90 days.

Maggie Ishak is a Certified Focal Point Business and Executive Coach and a Certified Trust Edge Partner.

Maggie has a passion for working with female business owners and leaders to transform the way they run their organizations — shifting from overwhelm and reactionary to operating with clarity and control. Through proven frameworks and practical coaching, she equips her clients to accelerate growth, strengthen profitability, build engaged teams, and reclaim balance in their personal and professional lives.

Before launching her coaching practice, Maggie enjoyed a 28-year corporate career at Michelin North America, holding senior leadership roles including VP of Supply Chain, VP of Operations, and Director of Customer Experience. She left a lasting impact not only on the business results but also on the teams she coached and the customers she served.

Maggie has a BS in Chemical Engineering from MIT and an MBA from Wake Forest University. She lives in the Atlanta area with her husband and three teenage sons.

Episode Highlights

  • Unique Business RadioX® platform methodology for network and pipeline growth
  • Importance of refining messaging and value proposition for studio partners
  • Rapid results and tangible outcomes for new partners within 90 days
  • Strategies for effective community engagement and relationship-building
  • Challenges and opportunities in pricing and growth strategy
  • Leveraging partnerships with local chambers of commerce
  • Identifying ideal studio partners who align with core values
  • Addressing the needs of introverted business owners in networking
  • Differentiating between virtual and in-person podcasting experiences
  • Emphasizing the emotional and practical benefits of the platform for business growth

Transcript-iconThis transcript is machine transcribed by Sonix

 

TRANSCRIPT

Intro: [00:00:08] Broadcasting live from our flagship studio in Atlanta, Georgia. This is scaling in public. The next 100 Business RadioX markets, featuring founders Lee Kantor and Stone Payton, along with some of America’s top coaches, helping them grow the network with real strategy, real lessons, and real accountability all shared in public. To learn more about the proven system that turns podcast interviews into a perpetual prospecting pipeline through generosity, not gimmicks, go to Burks Intercom and download the free Business RadioX playbook. Now here’s your host.

Stone Payton: [00:00:56] Welcome to another exciting and informative edition of Scaling in Public. Lee Kantor, Stone Payton here with you. Please join me in welcoming to the broadcast our coach for this session, Maggie Ishak. How are you?

Maggie Ishak: [00:01:09] I’m good. How are you, Stone?

Stone Payton: [00:01:11] I’m doing well. Really been looking forward to this session, and I’m going to turn it over to you and let you do your thing.

Maggie Ishak: [00:01:16] Likewise. It’s great to actually be with both of you. Um, here, look, I’m looking forward to this. So I want to pick up where you left off with Todd in session number two around your unique approach. So tell me what’s what’s been percolating in your minds about your unique approach since that conversation? And maybe how has that changed your thinking towards this goal to 100 studio partners?

Stone Payton: [00:01:45] Well, for me, I don’t know that it’s changed my thinking as much as it has just reinforced some really closely held beliefs. So we may need to work on that. But I walked away from that session just thinking about the way we approach leveraging these tools, the methodology, the opportunity to give people, uh, this platform to share their story and promote their, their work the way we do it still, to me, to this day, and we’re 20 plus years into this, other people who are using some of these same items, you know, and recording conversations, I don’t think we’re doing it at all the way they are. And maybe we’re just not, uh, articulating that clearly enough or enough, and maybe we just got to get a lot better at that. I mean, these most I can’t find anybody that’s doing it the way we’re doing it.

Maggie Ishak: [00:02:43] I agree, I don’t think there is anybody doing it the way you’re doing it. Um, Lee, how about from your perspective?

Lee Kantor: [00:02:49] Um, my biggest takeaway was, um, kind of what Stone was saying in that I don’t think we’re doing anything wrong in terms of our methodology. What I think we’re doing wrong is not articulating how quickly we can get somebody going and seeing tangible results. And that was what I started working on immediately after. I was like, okay, let me break down our process and let me start building playbooks to get people to see results as quickly as possible. And that, that that was my big epiphany moment from the work with Todd, because I think that is something we’re lacking. We take for granted a lot of the methodology that we do and the work that we do every day to kind of fill our pipeline. And I don’t think that people realize that they can be filling their pipeline as easily if they could leverage a platform like the Business RadioX platform.

Maggie Ishak: [00:03:48] Okay. All right. So that’s where we’re going to be talking about today is kind of the value that you bring to your clients and how to articulate that. So thinking about that topic, by the time we’re done, uh, in whatever the 30, 45 minutes that we’ve got today, what would be an ideal outcome for you as you think about the value that you bring?

Stone Payton: [00:04:08] So for me, specific language, or at least a path to specific language that is succinct, that can communicate very quickly, uh, at least enough of the idea, enough differentiation from what people think they know about this platform or what they have seen, or what their nephew’s podcast is like enough for them to want to know more, to have a deeper conversation. If I could walk out with that, uh, then I would feel I would feel like we’ve really made some real strides.

Maggie Ishak: [00:04:38] Okay. That’s great. Lee, how about you?

Lee Kantor: [00:04:40] Yeah, it’s. I think we’re working on this clarity of messaging so that we can communicate our value proposition as quickly as possible so people understand, Um, what we do, why we do it, and how it works faster. And I think one of our challenges is that in a studio environment like we’re in now, it’s it becomes clearer what we do and why it works and how a person could benefit if they viscerally feel what happens in a studio where most of the work we’ve been doing lately is virtual, where that’s a little trickier and they don’t. It’s hard to differentiate what we’re doing in a virtual setting as to what we do in an in-person setting.

Maggie Ishak: [00:05:24] Okay. Got it. All right, so, Lee, I want to come back to a point you made just a couple of minutes ago around how quickly you can get studio partners ramped up and seeing some value. What do your studio partners see in 90 days?

Lee Kantor: [00:05:38] In 90 days, they see quite a bit. Um, and I think Stone’s a better person to illustrate this, because he moved to this community, this studio that we’re sitting in now. We both started out. He was in East Cobb and I was in Sandy Springs. He moved up to Woodstock and and he kind of started from scratch. Woodstock, you know, is, you know, where it is relative to Atlanta. It’s it’s it’s not it’s not nearby.

Maggie Ishak: [00:06:03] Right.

Lee Kantor: [00:06:04] It’s part of the metro Atlanta. But that’s, you know, kind of being generous. So, Stone, why don’t you share about how quickly leveraging this platform enabled you to kind of immerse yourself in the business community?

Stone Payton: [00:06:17] Sure. And had I come here two years prior, I would have come and gotten this space and then followed our methodology to build things out. We were kind of on the heels of Covid when we moved here. And so I did develop some degree of comfort doing some virtual interviews. So the way I decided to launch was we already had a home bought here, but we were still in the home in East Cobb. So I started Cherokee Business Radio as a virtual show to get my first 10 or 12 interviews. And so I reached out using our processes to invite people to come on the show, share their story, promote their work. Of course, as always, people are like, yeah, what do I gotta do? I’d love to come on and talk about me, you know? And so I had a dozen interviews with local Woodstock and Cherokee County people already in the can by the time I got here. Right. So because I’m inviting them on the show, I’m doing all the things that we that we do. And then so once I got here, I already had some momentum. And then when I reached out to those people again to tell me, you know, to recommend other people that we should maybe have in the studio, they were thrilled that we were here, that we had the studio.

Stone Payton: [00:07:25] And then from that point, I invited people to come on Cherokee Business Radio and, you know, be right here at the Innovation Spot in the studio. So I got going very quickly. And it’s going to it’s going to sound like I’m on my soapbox, but I also just I followed our methodology to the letter. You know, I invited people the way we recommend that you invite people. I said things before we went on air that we recommend you say to people before we go on air. I conducted the interview, including all of the hosting mechanics that we’ve refined over the last 20 years, in that exact way. I didn’t try to get creative. I just followed the methodology. And in the span of a few weeks, I had a handful of clients. I had a great reputation when and I’m not a networking guy because for a lot of reasons. But I don’t need to be a networking guy because I have this. This is my net, this is my network thing. But there was one group that I wanted to go check out, Young Professionals of Woodstock. It’s when all this young folks get together on Thursday morning. Maggie, uh, I don’t know why they let me in, but when I walked in, I was a known quantity.

Stone Payton: [00:08:32] I was just boom, right out of the box. You know, you join a networking group or something, it takes you a while. You probably ought to volunteer. You might want to help out on the events and all that. I was a known quantity right out of the box. And so it just all happened very quickly. And now I’m what, three, three and a half years in. I mean, everybody knows Stone. I know every bartender in town, of course, but I don’t have to buy a drink if I don’t want to. And everybody knows that I’m a good guy doing good things. And yes, I, you know, in in concert with our methodology, I do make sure that I have prospective clients in the studio every week. But I also have, you know, the lady who runs the, you know, the flower shop or the nonprofit. So this thing of ours lets you be so nice, so often, so easy, so fast. And to me, if you can do that consistently, um, you can’t help but grow your business. And so that was my experience in getting this studio off the ground. And, uh, it was it just it’s it’s fast and it’s easy.

Maggie Ishak: [00:09:37] Okay. I want to repeat back some of the things that I’ve heard both of you say. So within 90 days have a steady stream of interested prospects, clients, and you don’t have to sell a thing.

Stone Payton: [00:09:55] Yeah, absolutely.

Lee Kantor: [00:09:57] 100%.

Maggie Ishak: [00:09:58] And Stone, you said it made me be known. So easy, so nice, so often, so fast. What would somebody have to pay for that? I’m not talking about your your partner fees. What would what would that cost somebody doing it in another way?

Stone Payton: [00:10:17] 2 to 3 years. It cost them time.

Maggie Ishak: [00:10:20] Absolutely. Well. And money.

Stone Payton: [00:10:22] And money and all.

Maggie Ishak: [00:10:23] Networking fees and buying people coffee and lunch and.

Stone Payton: [00:10:27] But to me, the big price is time. You know, you might could get to my reputation and my networking in this area, um, a different way, but it’s going to take you 2 or 3 years that, that I got to 290 days. Absolutely. No question.

Maggie Ishak: [00:10:44] So I’m going to flip the script for you a little bit. So I started my business a couple of years ago, and I’ve been joining the bass, joining the associations and joining a number of other networking groups and volunteering to do things and taking people to lunch. And it has taken me time. If you had told me two years ago, I could have gotten exactly where I am today, 90 days from when I started with a much smaller investment and a lot less headache, I would have said, sign me up.

Stone Payton: [00:11:19] Well that’s encouraging. That’s that’s great. But let me ask you this. You’ve actually been in the studio as a guest before. You’ve gotten to know us a little bit. You know, other people that are affiliated with us and doing great things, you know, like in Houston.

Maggie Ishak: [00:11:32] John.

Stone Payton: [00:11:33] Ray and Tricia. Uh, but if you didn’t have the benefit of all that, does it maybe sound too good to be true, though, does it? I mean, is it because I mean this, I know this, I know a lot of coaches, consultants, fractional execs, all these people in the professional services arena. And I feel like, you know, for so much of their career, they’ve been scratching and clawing to build these relationships. It’s hard. And then I come along and say, well, you know, just take this little red pill and you don’t have to do all that. Does it sound too good to be true?

Maggie Ishak: [00:12:01] Maybe a little bit. But I will tell you, there’s a lot of other organizations and people out there with other offers that also appear too good to be true. And in my mind, some of it is kind of the what you put in versus what you get out. Right. So you could tell me, come be a studio partner, and if I don’t follow your methodology and use your script and use your process, I may not get the results that you promised me.

Stone Payton: [00:12:32] Yeah, you won’t, you won’t. And that’s another question. I don’t know if it’s for this session or not. I think Lee and I were such, um. I don’t even know what the label for it is, but we’ve been we’ve pretty much said, here’s our best practices, here’s our methodology, here’s what we know works. Uh, don’t break a couple of rules over here that these are non-negotiable. But here’s what we recommend. But you be you and go do your thing. And so there’s part of me that wonders if we shouldn’t be a little more stringent and say, no, this is the way you got to do it, at least for a while. Um, because because, no, they’re not going to get the results that they do it their way. At least that’s my experience so far.

Maggie Ishak: [00:13:06] Okay, so let me let me maybe turn this a little bit and think about of your existing studio partners, what makes a good one. How would you define a good studio partner.

Lee Kantor: [00:13:19] One that really immerses themselves in the business community?

Maggie Ishak: [00:13:22] Okay.

Lee Kantor: [00:13:23] Like they have to kind of be all in in that they have to say, okay, I really believe it’s important to serve the business community. I believe that, um, by supporting and celebrating business, That’s good for the community, and it’ll be good for me if they want to do this in a transactional manner, like what’s in it for me? How can I make money off of you? Um, it’s not going to work. I mean, you have to have a heart of service if you want to do this, and it can’t be a transactional experience. It has to really be an experience where you’re trying to serve and just kind of, oh, by the way, this is what I do. And and maybe there’s a fit and then maybe we can work together rather than, I did this for you. Now I need you to do this for me. It can’t be a quid pro quo relationship. It has to be. I’m here to serve. And this is how I serve. And if we want to work together, that’s great. But if we don’t, that’s great too. And I just want you to win. And I think you can win with me. But I’m not going to say you have to win with me. You do you. I’m going to do me. And I believe if I’m relentlessly doing this service, I’m going to win. Enough.

Maggie Ishak: [00:14:37] Okay, so thinking back to your discussion on your ideal client profile. And what are those maybe attributes? Lee I think that’s super important, what you just described. You’re looking for.

Lee Kantor: [00:14:51] Servant leaders, right?

Maggie Ishak: [00:14:52] Yeah. But that align with your values 100%. And I would expect that you could see evidence of that from these prospects before you even have a conversation with them. So I’m going to go back to two sessions ago. One of the things that you were talking about was not wasting your time with those who may not be a fit and trying to recognize that upfront. So it’s have maybe I want to ask this the other way, have you run into people that have been interested in you, but then you kind of get this, hmm. I’m not sensing there’s a fit here because maybe they are too transactional, or they are looking for a get rich quick scheme, or they’re looking for, you know, the magic pill, right?

Lee Kantor: [00:15:34] If somebody I mean, one of the clues for me at least, is I’m doing this because I want to be famous and this is about me. And then my guests are just props for to make me look good. They’re not going to be a fit for what we’re trying to do. If you want to to do a podcast or you want to have a show that makes you the smartest person in the room, do that on your own. You don’t need us to do that. If you want to do a show that grows your business, that serves your community, we can help you there.

Stone Payton: [00:16:03] Yeah, I think that’s incredibly well said. I you’ve heard me on my soapbox a little bit on in terms of, uh, repeatable processes and transferable tools for key tasks. But I think also at the heart of it is someone who is willing to take personal accountability for helping the client get another client, like they really are invested. Like, once they do get the business in helping the client get another client that that is a theme that runs through our everything we do. And I think our, our, our values are in complete support of that.

Maggie Ishak: [00:16:38] Okay. Okay. So let me ask this question for your existing partners. If Business RadioX went away tomorrow. What would it cost them to rebuild?

Lee Kantor: [00:16:53] Well, they’d have to create their own platform to get the word out. And the benefit of working with us initially is super obvious, because they get to come into a market that doesn’t have us, and all of a sudden has us, and then they get to use the halo effect of our brand and our website and all of the content, the 100,000 interviews we’ve done as a backdrop to them. So they get to start with a running start rather than from square one start. Uh, number two is they lose the infrastructure. They’re going to have to replace the infrastructure to help them publish, distribute, edit all the stuff that it takes to execute the the work that we do. So they’ll have to rebuild that. I mean, that’s in terms of hours. It’s dozens of hours, if not thousands of dollars. Um, and then they would have to replace this kind of if they were, they’d have to replace the methodology that we use to get that next guest. So they’d have to, you know, build that from scratch on their own as well. So it’s a matter of time, money and systems that we have and we’ve been doing and honing over the years, that’s today. But then they’d also lose our brainpower that we’ve been leaders in this, in this kind of niche for 20 years. We’ve been doing this for decades. So they lose any future, you know, brilliance that we come up with down tomorrow.

Maggie Ishak: [00:18:20] Okay, Lee, I know pricing is is something that we eventually want to, um, have a conversation about. Start doing some math in your mind of all those things that you write.

Lee Kantor: [00:18:29] I mean, it’s thousands of dollars. I mean, they’d have to get new virtual assistants to execute. They’d have to get new systems. They’d have to host the the content somewhere. You have to put the content somewhere. You have to then distribute the content. You have to, uh, you have to edit the content like it’s either going to be you or you’re going to hire someone to do that. So at some point they’re going to have to write checks or buy subscriptions to, you know, 20 different services in order to just do one show.

Stone Payton: [00:18:59] And or decide, okay, that’s not going to work either. So now I got to come up with this whole other approach of building real relationships real fast, and there may be some other ways to do that. I’m not aware of them. Um, so they would have to go figure that out if they just said, okay, I’m done with this set of tools. We did. You know, I, I don’t know, I don’t know, I don’t know what they would do.

Maggie Ishak: [00:19:22] Okay. So how does that make you think about your offer for studio partners and the pricing that you’ve currently got and the value that you’re giving them.

Stone Payton: [00:19:34] Well, it makes me think that we maybe should revisit it. We might need to consider making the, um, the price higher. A couple of things that are a challenge in that regard is actually our business. If you look at our business model, our existing pricing, if we can get 100 studios next year and then build to the 1000 studios that we want, we make plenty of money. So we don’t really need the pricing to make the money. I just wonder sometimes if we need higher pricing to to to be consistent with the value story that we, that we have. Um, it and I would, you know, I’d rather have 100 studios at the existing pricing than 50 at double the price. At the moment I’m more interested in the 100, and maybe that’s the wrong way to see it. Maybe I should be more interested in 50. At double the price, I don’t know.

Maggie Ishak: [00:20:25] What is your ultimate goal?

Stone Payton: [00:20:27] A thousand studios, a thousand people out there, using this platform to help them grow their existing business, and being in the Business RadioX business of serving their community and helping other people serve their clients.

Maggie Ishak: [00:20:42] Why a thousand?

Stone Payton: [00:20:43] We just. Well, actually, Lee’s done some math on it. I’d like to just because it’s a nice round figure.

Lee Kantor: [00:20:48] So the the rationale behind a thousand is there’s around 8000 chambers of commerce in America right now. And, um, I mean, that number may be plus or minus, you know, 500, but say 8000. And, um, I believe that there should be a Business RadioX supporting and celebrating the work of the top 15% of the most active chambers in America. And that would be good for those, um, a thousand markets if they had a media property out there telling the stories of the businesses in those markets, and that would help those communities. It would help the American economy, it would help all those entrepreneurs. So that’s where that came from. It’s the 80 over 20 rule, basically, of saying that we should be in the top, you know, 15, 20% of the markets that are out there.

Maggie Ishak: [00:21:42] Okay. So I have a question. You’ve been talking about working with coaches and consultants and and other genres of businesses. This is the first time I’ve heard you talk about chambers and using this tool as a way to support local business through the chambers.

Lee Kantor: [00:22:02] The chambers of commerce are an important component of our business. I mean, my studio in Atlanta, in Sandy Springs is in the Greater Perimeter Chamber of Commerce. I mean, I work arm in arm with the Chamber of Commerce. We’ve worked arm in arm with the Metro Atlanta Chamber of Commerce and with the business associations that touch Atlanta since our inception. I mean, so yes, chambers are an important part of our go to market strategy.

Maggie Ishak: [00:22:29] Okay. But thinking about the value that you bring to these potential studio partners, how could you leverage leverage Chambers to help you with that?

Lee Kantor: [00:22:39] Well, we work all of our studio partners have a relationship with their chamber of commerce. I mean, they all, um, a lot of.

Stone Payton: [00:22:46] Them have shows.

Lee Kantor: [00:22:47] Right, that are.

Stone Payton: [00:22:49] Have like a chamber show. And then they’re very involved with the chamber. And their positioning within the chamber is very differently, very different. And again, fast. Right. Because if I’m going to let the chamber come in and do a monthly show to celebrate its members and all that kind of stuff, then I’m probably going to be on the Jim Jam level of the board or whatever, you know, the Golden Circle or whatever they call.

Lee Kantor: [00:23:11] It, right? We don’t look at chambers as a way to make money. We look at chambers as a way to just enhance our, positioning within the community. So the chamber becomes our partner and they become a path to their members, because they’re going to invite their members on the shows that we’re going to help kind of co-produce together.

Maggie Ishak: [00:23:33] Right. So where where my brain went though, was you’re on this path to a thousand.

Stone Payton: [00:23:39] Mhm.

Maggie Ishak: [00:23:40] There’s 8000 chambers out there. Right. You want to target the top 1,520%.

Lee Kantor: [00:23:45] Right.

Maggie Ishak: [00:23:46] What’s stopping you from going directly to those chambers to find your next. Nothing stops.

Lee Kantor: [00:23:54] There’s nothing stopping us from doing that. It’s just that in order to. We need boots on the ground in the market. Like we can have a conversation with the Memphis Chamber of Commerce tomorrow. Stone and I, we can have a conversation with any chamber of commerce in America tomorrow. That’s not.

Stone Payton: [00:24:14] And we can have them on the air tomorrow.

Lee Kantor: [00:24:15] Right. We can be interviewing them.

Stone Payton: [00:24:17] So I have an analogy for this, and my analogy for the way we’ve tried to approach it so far, because the growth that we do have, and I mean, we shouldn’t be ashamed of the growth. We just we should have. We feel like we should have done a lot more, a lot faster. But because, like, if we do want to have a conversation with the Memphis Chamber, it’s a phone conversation and then it’s a virtual interview, right? I’m not going to hop on a plane and go down. Or maybe I should, I don’t know, but I feel like I’m hopping in a rowboat, rolling out to the middle of the bay, and then trying to sell somebody an outboard motor. Because, you know, the whole interaction with the Memphis Chamber is this virtual interaction that looks and smells a little bit more like their nephew’s podcast. So that may be a barrier I’m building for myself, but I feel like there’s, you know, because if if we were interviewing, if we were at Memphis doing some, some work live, then yeah, I think they would be all over it. And believe me, we wouldn’t have any challenge getting them or their members on the air. But as far as getting.

Maggie Ishak: [00:25:14] Them a studio partner.

Lee Kantor: [00:25:15] And that’s the challenge is identifying that right? Human being in the local market that believes what we believe and that can execute what we recommend executing. That’s that’s our challenge.

Maggie Ishak: [00:25:29] So how have you found your existing studio partners?

Stone Payton: [00:25:31] Uh God bless Mike salmon, first guy we put out in the wild. Uh.

Maggie Ishak: [00:25:36] Who’s Mike?

Stone Payton: [00:25:37] His name is Mike salmon. He’s he’s our Gwinnett, um, studio partner for another week. Uh, that’s another story because he’s he has sold that business. Um, and he’s, he’s sounds to me like he’s got a really nice exit. And the guy coming in, he’s got a great deal. You know, he’s got a lot going for him. But, uh, Mike, you know, he’s just because of the work that he’s done in Gwinnett, you know, he he he introduced us to the guy who runs the Business RadioX in Gainesville, the guy who runs it in Jefferson County, the lady who runs the Cumming Business RadioX operation. Um, so.

Lee Kantor: [00:26:11] John Ray.

Stone Payton: [00:26:12] What’s.

Lee Kantor: [00:26:12] That? John Ray.

Stone Payton: [00:26:13] John.

Lee Kantor: [00:26:13] Ray North Fulton.

Stone Payton: [00:26:14] So Mike salmon. That’s that’s that’s.

Lee Kantor: [00:26:16] He has been with us for 13 years. And, um, he just is a true believer. And he’s that guy evangelized the value.

Stone Payton: [00:26:25] His value system is so wholly consistent with our value system. Right.

Lee Kantor: [00:26:30] And he came from a traditional broadcast background. So he understood some of the way that traditional broadcasting goes to market. And he incorporated some of that into his work in Gwinnett. And he’s really made a go of it and successfully has run a studio for 13 years there, and now has sold it to go and do what? He’s something else. Well, something that he’s always wanted to do his whole life. And now the opportunity has presented itself. So he’s following kind of his little kid dream.

Maggie Ishak: [00:27:02] So okay, so I’m going to repeat back what I heard, though, you had an existing studio partner that believed so strongly in what you do that he evangelized for you?

Lee Kantor: [00:27:12] Correct.

Maggie Ishak: [00:27:13] Okay. So what?

Stone Payton: [00:27:15] With generosity to his. His evangelizing was not based on. I’m going to evangelize so that Stone and Leo write me a check for getting someone else. He did. He did it because he’s Mike and because he believes like us.

Lee Kantor: [00:27:27] And his values were similar to ours. I mean, he was the right person for us to to kind of award the first studio to.

Stone Payton: [00:27:35] Yeah.

Maggie Ishak: [00:27:35] Okay. So I do know some of your other studio partners and I don’t know Mike, but the ones that I know have huge hearts, right. And very much believe in what they do.

Lee Kantor: [00:27:48] Correct.

Maggie Ishak: [00:27:49] So this may this may come across really, uh, I don’t know what the right word is here, but have you actually asked them for referrals for other studio partners?

Lee Kantor: [00:27:58] We have.

Maggie Ishak: [00:27:59] Okay. And how has that gone?

Lee Kantor: [00:28:03] We haven’t gotten as many studio partner referrals from anyone else other than Mike than Mike.

Maggie Ishak: [00:28:09] What differentiates Mike from your other studio partners? What makes the value for him?

Stone Payton: [00:28:15] He has a full head of hair, I tell you that. Good looking kid. You know, they’re all kids to me. He’s probably 40 something, but anyway. But what?

Maggie Ishak: [00:28:24] No, really. What differentiates Mike?

Lee Kantor: [00:28:27] I don’t know. I mean, I think his level of generosity is exceptional.

Stone Payton: [00:28:31] Which is one of our key values, by the way. Maybe our most important one, right?

Lee Kantor: [00:28:35] I mean, um, I, I don’t know. I don’t have a great answer for you.

Maggie Ishak: [00:28:44] Can I give you that as a piece of homework?

Lee Kantor: [00:28:46] Absolutely. Yeah.

Maggie Ishak: [00:28:48] What makes him different? And then maybe asking him what value he’s gotten and how would he characterize that? And maybe that’s what needs to be.

Lee Kantor: [00:29:02] Well, he’s.

Maggie Ishak: [00:29:02] Got.

Lee Kantor: [00:29:03] I mean, he I mean, I’ve been to his house when he bought his house where he lives now.

Maggie Ishak: [00:29:08] Okay.

Lee Kantor: [00:29:09] And he stood up in front of everybody and said, this is the house that Business RadioX built. And he said he wouldn’t be here any minute.

Stone Payton: [00:29:17] He meant.

Lee Kantor: [00:29:18] It. Right?

Maggie Ishak: [00:29:18] Does he have, like, a Business RadioX tattoo on him? Maybe.

Lee Kantor: [00:29:21] I mean, he is the. He appreciates us at a level. Maybe other people don’t appreciate us because he knew what it was like before us, and he experienced what it was like after working with us and some of the other people. I don’t know if they, uh, give Business RadioX the credit that, um, that maybe they should.

Stone Payton: [00:29:49] Well, and occasionally that happens at the client level, too, right? Right. You forget.

Lee Kantor: [00:29:54] I mean, I’ve had I’ll tell.

Stone Payton: [00:29:55] You.

Lee Kantor: [00:29:56] Specific examples. Um, because what we do every day is we invite people on shows, right? And that’s how we make our first impression, and we build a relationship. You know, one on one, face to face in this kind of studio environment. And then I’ve had, um, people, clients have a show, meet the person for the first time, build the relationship, and then they start doing business a year later and they don’t remember that they the first relationship began here. They think it happened because they kept talking to them over the next 12 months, and they forget that the first the reason they met was because we had a tool that helped them meet and build and start a relationship in a very organic, authentic manner. And sometimes they forget that, and sometimes they make that. They minimize that. And to us, the first relationship, the first conversation is the hardest one. And this tool allows you to make a lot of first conversations elegantly, in a service minded way, and sometimes you forget. And sometimes we have to do a better job as Business RadioX to remind people, you know, when we’re working with our clients, hey, you know, you didn’t know that person before, or here’s a list of all the people that you had on your show. How many of them are you doing business with now? Because when they come on a show, it’s not like they start doing business the next day. It’s not like you’re at the grocery store and you buy it. You see a snicker bar and you buy a snicker bar. This is something that could take months, and then all of a sudden you’re doing business and you kind of forget how you met.

Maggie Ishak: [00:31:42] Or they introduce you to somebody and it’s because of the show.

Lee Kantor: [00:31:45] But.

Maggie Ishak: [00:31:45] You forget that connections, right? Not obvious.

Lee Kantor: [00:31:48] Right. So that I think, sometimes hurts us because our system is so elegant and authentic that you kind of forget sometimes that without it, it was a lot harder to meet people. It was a lot harder to have those first conversations. It was a lot more awkward, or it felt a little salesy or inelegant, where in our situation it’s very authentic, it’s very elegant and it’s very service minded. So sometimes you just don’t connect the dots that it was this that really helped you kind of launch. It wasn’t kind of your charm and good looks.

Maggie Ishak: [00:32:23] Okay. Stone, did you want to add something to that?

Stone Payton: [00:32:26] No, I think he said it very well. So yeah, it does happen. Yeah.

Maggie Ishak: [00:32:30] Okay. So I’m going to maybe connect a couple of dots here and and throw out something for, for consideration. So think back to your conversation around your ideal client okay. And what you just described in the last few minutes about around people that need or that people that have that mindset of generosity and have that the same value set that you do. But also what I just heard you say will likely appear Appeal to those who are in a service space who aren’t naturally conversational and naturally are wanting to strike up these conversations at networking events and find ways to build relationships in a way that is authentic, right? That it feels it has that ick factor to it. Correct. Right. How would you characterize that? And and and put a value on that for somebody where that’s their hurdle between them being successful in their business and them not. Right.

Lee Kantor: [00:33:33] Well, to me that’s really I mean, you can’t put a price on it. The price is every all the money. It’s your whole business. It’s your whole.

Maggie Ishak: [00:33:40] Yeah.

Lee Kantor: [00:33:41] This is the lever that solves that problem that gets you out of your own way. I mean, a key component to our business is my own introversion. I am a hyper introvert. I do not like being around people. I don’t like going to networking meetings. I’m 100% an introvert. I created this whole system for me. I wanted a way to get people to come to me. I didn’t want to be the person that are that’s going out there and shaking hands and and making small talk. I hate that. So I created this in order to create my. I wanted a seat at the table, so I made my seat at the table. I’m I’m sitting in in stone seat, and I am I’m hosting these shows. So that creates my space to bring people to me in a way that fits my personality. I don’t have to sit here and schmooze and do all this stuff that introverts hate. I can just invite people, hey, do you know anybody doing interesting work? Hey, know anybody doing interesting work? My superpower is I’m a great listener. I know how to do active listening, and I’m curious. So if I can just meet people and invite them in here, People are going to want what I have so I don’t have to pitch myself anymore. I don’t have to do any of that icky sales stuff anymore.

Maggie Ishak: [00:35:06] Do you tell that story?

Lee Kantor: [00:35:08] I’ve told the story.

Stone Payton: [00:35:10] But maybe not enough to another.

Maggie Ishak: [00:35:12] I’ve not heard that story.

Lee Kantor: [00:35:14] Well, that’s the.

Maggie Ishak: [00:35:15] Maybe I’m.

Lee Kantor: [00:35:15] Not in the right place.

Maggie Ishak: [00:35:16] To hear the.

Lee Kantor: [00:35:17] Origin. That’s the origin story of this business.

Maggie Ishak: [00:35:21] How can you take that origin story and scream it loudly?

Stone Payton: [00:35:26] I do think we need to scream it loudly and make sure we scream it loudly in the right places. And at the other end of the continuum is me. I’m not.

Maggie Ishak: [00:35:36] You’re not the hyper introvert.

Stone Payton: [00:35:37] I’m not remotely introverted. I am the guy that has a handful of jokes that always hit. I am the guy that’s happy to shake hands, but I get a great deal of emotional compensation. I’m a cheerleader. I really enjoy helping other people, being nice to other people. And this just lets you do that. You can be so nice to so many and it all and it all comes back to you. So so you get that piece of it. But just the the emotional compensation of being the local Business RadioX person. I can do so much for the lady that runs the flower shop, the the person who’s running the nonprofit, and the fractional exec that doesn’t know how to do business development. And I can I can help all of them. And I can be the, the the nice guy. And I can pick and choose my moments when I want to be in groups of people. And when I am, I’m the cool guy with Business RadioX. I’m not the, you know, the guy trying to hand you his business card and and force you into a cup of coffee next Monday. And I love being in that position. And there’s a degree of emotional compensation that comes with that for me, that, uh, it almost supersedes the, the financial compensation. But, you know, I do find that the the more people you can help, the more money you make. This has been my experience over the last, even more than the 20 years since I jumped on Lee’s coattails. The more people you help, the more money you make. And the more money you make, the more people you can help. And I mean, once you get that flywheel going, I mean, you can’t you couldn’t stop it if you wanted to. So for me, it’s great at the extremes. I don’t know about the people in the middle, but, um, if you really enjoy being nice to people and helping other people, I. This is a really cool way to be able to do that and help all kinds of people.

Maggie Ishak: [00:37:29] I think you just said your messaging.

Stone Payton: [00:37:33] Good. We should have recorded it maybe. Oh, we did, didn’t we? Oh, perfect.

Maggie Ishak: [00:37:36] We’ll go back and listen to the recording. But if you like helping people, you also mentioned this flywheel. That doesn’t stop now. I heard, um, Lee, you said hyper introvert. Okay. Yeah, I would imagine that if you go out there and say, we have a solution to help the hyper, hyper introverted people who own businesses be able to sell without selling, you’ll have a line going out the door or some variation of that. I mean, maybe this is what’s also keeping some people from starting their own business because they don’t have a way to go talk to people and build those relationships, and they’re deathly afraid of it. Um, by the way, there’s a there’s a coach that I know her niche is introverted people.

Stone Payton: [00:38:29] Mm.

Maggie Ishak: [00:38:30] Like, that’s how she markets.

Stone Payton: [00:38:34] Interesting.

Maggie Ishak: [00:38:38] To saying.

Stone Payton: [00:38:41] Okay.

Maggie Ishak: [00:38:42] If that’s where you’ve had the most success. Now go back to Mike that you mentioned a few minutes ago. Is he hyper introvert?

Lee Kantor: [00:38:48] No. We haven’t had the most success with.

Maggie Ishak: [00:38:50] The.

Lee Kantor: [00:38:50] I’m the only introvert.

Stone Payton: [00:38:51] Mike’s a little bit more like me. Mike has a stronger work. Mike is willing to go out and do more of the day to day group networking stuff. So I guess while I’m at the other end of the extreme of the continuum in terms of being an extrovert, I don’t know, maybe I’m a little bit aloof, or maybe I’m really protective of my time, or maybe it’s a I don’t know what it is, but I don’t enjoy the standard networking. Hey ho, what do you do? What do I do? You know, what do you need? That just drives me nuts. I enjoy genuine conversation. I would rather have a genuine conversation with someone that I know I can help with these toys, even if there’s no way in a million years that I’m ever going to see any money out of that, then I would like I’d rather have that conversation than, you know, this transactional exchange and have somebody pay me a few thousand bucks. You know, I just, I, I really like being the being the cool guy in town.

Maggie Ishak: [00:39:48] I just with the toys.

Stone Payton: [00:39:50] Yeah.

Lee Kantor: [00:39:51] Well, I mean, I’ll ask you a question. You mentioned earlier that when you started your coaching business, you were doing all of the things that I.

Maggie Ishak: [00:40:01] Joined BMI.

Lee Kantor: [00:40:01] And you did all those things.

Maggie Ishak: [00:40:03] And the.

Lee Kantor: [00:40:03] Change. So now I will challenge you. Now, when you were doing that, were you what was differentiating you amongst any of the other members of those same groups? Like what was making you different in terms of your service provider, just like all of them?

Maggie Ishak: [00:40:22] So being very transparent at the beginning, not a whole lot. Okay. I had to find my voice. I had to find what made me different, what made me unique. And I also got involved and helped. And I demonstrated my value by finding ways to help others without the compensation. And then people got to know me and what I was capable of. And now that’s finally, almost two years later.

Lee Kantor: [00:40:51] Right. So you took the traditional route that Stone explained or talked about earlier that you went in, you became a member, you got the lay of the land, you started taking leadership roles, you volunteered, you started doing all this stuff that I mean, that’s the playbook that I’m sure your coaching organization that you work with, they recommend you do some variation of that, right? Join the the close contact networking like a BNI, join the chamber, take volunteer, take leadership positions, etc.. That’s kind of their go to market strategy. So our position in that, and this is something we talked with Tricia about, is we want to be in that playbook of these coaching associations. We want them to recommend. Oh, you should also own a be the Business RadioX studio partner, because now you’re the media, you’re the local business media outlet in that local market, and now you’re different than everybody else. Now, when you go to the BNI in the chamber, you’re no longer the coach. You’re Maggie, the host of, you know, Memphis Business Radio. Now, you’re the one that’s going out there telling the stories in that community. Now you’re different than everybody else, 100%. You’re no longer kind of another one service provider in the market. You’re the media, you’re the cheerleader. You’re the supporter. You’re the one celebrating all the good work there. Now you’re positioning shifts and being the media has its benefits 100%.

Maggie Ishak: [00:42:23] I’m not disagreeing with you. Right.

Lee Kantor: [00:42:25] That’s that’s what we’re thinking is the lever that we need to be kind of, uh, kind of pulling on is that we want to be part of any coaching groups or service providers kind of go to market strategy. We want to be part we want to be recommended, just like your coaching organization recommended. Join BNI. We want them to say be a Business RadioX studio partner.

Maggie Ishak: [00:42:51] Okay, so of the going back to the first session that you did, going back and looking at your prior interviews, I would imagine you’ve got a number of people in your roster that belong to these various organizations, people.

Stone Payton: [00:43:06] That we’ve interviewed. Yeah. Come on on. Yes, we do, because we’ve done a coaching series for a couple of years now. Wildly successful. They love it. Yeah. But we haven’t come back to them effectively with this value proposition of, you know, doing, you know, being the Memphis Business RadioX.

Maggie Ishak: [00:43:23] Okay. So let’s build that out. So you guys just I mean, in the last I don’t know how long we’ve been here now, but, um, you’ve talked about immense value that you create. That takes them 2 to 3 years and sometimes even longer to longer, to build through alternative channels.

Lee Kantor: [00:43:44] Right through the traditional model that go to market strategy requires a lot of time, effort, and resources in order to execute.

Maggie Ishak: [00:43:52] Yeah, you said time, money systems, right?

Lee Kantor: [00:43:54] So if they partner with us, they can be a lot more successful, a lot more quickly.

Maggie Ishak: [00:44:00] Okay. So do you have a couple of coaching organizations or other networks of coaches that you can go to? I mean, off the top of your head, I know there’s one.

Lee Kantor: [00:44:09] Right? So I mean, but we haven’t we haven’t had a chance to have the conversation with the leadership of those groups yet. I mean, but that is on our kind of roadmap of, okay, we want to identify and we’ve already done that identified like the top 30 to 40 coaching organizations and then come up with a plan to get in front of them to at least kind of pitch, hey, we want to be part of your franchisee or coach. Go to market strategy.

Stone Payton: [00:44:42] So I love that idea and no doubt in my mind, I know that we can get in a conversation with the Grand Poobah of XYZ coaching franchise or association or whatever, and we can tell them, oh, by the way, we’ve interviewed a dozen of the coaches in your system, but a lot of those interviews will have been virtual.

Lee Kantor: [00:45:04] Right?

Stone Payton: [00:45:05] Right. And so I guess I’m a little bit stuck on this whole rowboat, you know, selling them an outboard motor thing. Um, I’m just trying to think, what is the.

Maggie Ishak: [00:45:14] Where’s the gap for you? Where’s the gap for you?

Stone Payton: [00:45:17] Everything that they’re experiencing in our in our building, our relationship with them and everything that the that they’re dozen members whom we’ve interviewed is not what we do. It looks and tastes and smells a lot more like traditional podcasting as opposed to business development. Business development.

Lee Kantor: [00:45:36] Well, and the experience the real life experience.

Stone Payton: [00:45:40] But we ought to ask her about her. You. Because you’ve been a guest on the show.

Maggie Ishak: [00:45:43] I was in this room.

Stone Payton: [00:45:44] Right. So, I mean, it’s we’re operating under the impression that the guest experience is. Well, we know at the local level to grow a studio, to grow a market. The guest experience is everything, but like.

Maggie Ishak: [00:45:54] Yeah, but you’re talking about from the coaching organization, like.

Stone Payton: [00:45:57] Right. Like, how do we make that?

Lee Kantor: [00:45:58] Right. Like, so, for example, Tricia is working with us. She works with us as studio partner in Houston. Everything she’s done with us has been virtual. She’s never had this experience. She’s never done what you’ve done. Okay. Sat here face to face in front of people with a microphone and headphones. She’s never done that. Your experience with us is different than hers. Okay.

Maggie Ishak: [00:46:22] Does it matter?

Lee Kantor: [00:46:23] I think it does, because I think you have the visceral experience of what it’s like to share the microphone and headphones with other people in this environment where she has just done podcasting in the way that podcasting is done now virtually over zoom, and we try to kind of emulate or try to create an experience that’s similar to this, but it’s never this. It’s kind of like this, but it’s not this.

Maggie Ishak: [00:46:53] Okay? Versus I’ll drop a name John Ray.

Lee Kantor: [00:46:57] Wright.

Maggie Ishak: [00:46:57] Who has an in-person studio.

Lee Kantor: [00:47:00] Right, right.

Stone Payton: [00:47:01] And he started out by he was probably a guest on one of my shows at some point, I’m sure, as a fractional exec because, sure. Um, and then at some point he started like co-hosting with Mike, and then he grew into be a business radio studio partner, and he’s done a fabulous job as well. But again, I’m just trying to envision the conversation with the, you know, the Grand poobah of a coaching organization based out of wherever Memphis. Let’s just we’ve been talking about. All right. So what is my sales process? Because we know this sales process works. I mean, right.

Lee Kantor: [00:47:31] So they’ll have never experienced this.

Stone Payton: [00:47:33] They will have never.

Lee Kantor: [00:47:34] Have only experienced virtual over zoom.

Stone Payton: [00:47:37] Unless we go do Radio Day or something.

Lee Kantor: [00:47:39] Right?

Maggie Ishak: [00:47:40] Okay, so let’s let’s think about this for a second. The so so Stone, you’re asking the conversation that I have with a studio partner. A singular studio partner is very different than the conversation I have with the CEO of a coaching organization that is training coaches and bringing them online. Well, right.

Stone Payton: [00:47:57] That would be different. But also just having a sales process aimed at serving a prospective, a prospective studio partner in Memphis is very different than if you and I were talking about having you be a studio partner, if John Ray wasn’t already there, if that, it would be right now if you and I were having a conversation about you being a studio partner in Alpharetta, that’s that’s going to take on a whole different dynamic than me having a conversation with you if you were in San Diego.

Maggie Ishak: [00:48:25] Why?

Stone Payton: [00:48:26] Well, maybe I’m wrong. I’m just saying.

Maggie Ishak: [00:48:28] Tell me, tell me, tell me your line of thinking. Why is that different?

Stone Payton: [00:48:31] Well go ahead.

Lee Kantor: [00:48:33] Well, because you’ve never you in San Diego. The person we’re talking to there never had this experience.

Maggie Ishak: [00:48:40] Does it matter? I’m sorry. I’m not being snarky.

Lee Kantor: [00:48:43] I think it does.

Stone Payton: [00:48:44] Well, we’re operating under the impression that it does, but maybe it maybe it does.

Lee Kantor: [00:48:49] It matters less.

Stone Payton: [00:48:50] Than.

Lee Kantor: [00:48:50] We think. I mean, maybe it does.

Stone Payton: [00:48:51] And maybe we’re building a wall that we shouldn’t be building, I don’t know. But to us, this is so different than a virtual interview.

Maggie Ishak: [00:48:59] Doesn’t change the end result that the host of that show has people coming to them saying, I want to be on your show.

Stone Payton: [00:49:12] No. If they’ll if they’ll do the thing and then and then do this where they are, it’ll absolutely work. I’m just talking about our sales process to with them of getting them to do this in San Diego. But again, maybe we’re building barriers that aren’t really there.

Maggie Ishak: [00:49:28] Have you asked anybody.

Lee Kantor: [00:49:31] Have we asked?

Maggie Ishak: [00:49:32] Have you queried anybody if that matters? Have you gotten any feedback to say that it does matter or doesn’t matter?

Stone Payton: [00:49:38] Um, just lack of them going all the way through the process and actually pulling the trigger to start a studio.

Maggie Ishak: [00:49:45] So your funnel is more successful going through in person than in person?

Stone Payton: [00:49:52] Yeah, the in-person stuff we are really, really good at. I mean, we have extremely fine tuned, you know, we can we we know exactly what to do when you have a physical studio. There’s so much that happens in this room and it’s all by design. It’s all done with intent. Um, but maybe we just could get a lot better at using the major parts of our methodology and having those initial, um, maybe again, maybe it’s self-created barriers, but to get the person that’s out of town to understand the the value of the dynamic that’s created in this room.

Maggie Ishak: [00:50:30] So I agree with you that there is an extra benefit that you get from being in person. 100%. But to go from 100 down to zero when you go from in-person to zoom or some other virtual, right, does it really go down to zero?

Stone Payton: [00:50:52] I’m sure the answer is no.

Lee Kantor: [00:50:53] It probably doesn’t go down to zero. Um, but does it go down to a number that’s, uh, enough for them to say, okay, I’ll try this virtually.

Maggie Ishak: [00:51:07] How could you test that?

Stone Payton: [00:51:10] Well, you know how how? Because it was on the heels of Covid. The way I got my studio going actually was virtual. So I guess we could say. Oh, and here’s how we do it to make this work. Over the long haul, you’re going to need a studio. You’re going to want a studio. You’re going to make a lot more money, help a lot more people. If you have a physical studio and in most cases you probably won’t even have to pay rent. Most of our studio partners don’t pay rent because they don’t. John Ray doesn’t. Yeah. Yeah. Okay. And we’ve learned that the best way to get this thing going quickly is to get a dozen, 15 interviews in the can. And the best way to do that before you, you know, start going to get space and building out a studio and equipment and all that. The best thing to do is to do virtual. So maybe if we if we if we just told them that, but we we made the expectation very clear that after this much money or after this many interviews, now it’s time for you to go get your studio.

Maggie Ishak: [00:52:03] Well, it sounds like the studio is to their own benefit.

Stone Payton: [00:52:06] Oh, yeah. Oh, yes.

Lee Kantor: [00:52:08] Right. So maybe that’s the secret is to make it undeniable so that they want to have their own studio because they’re going to get to that next level.

Stone Payton: [00:52:18] Yeah, maybe that’s the framing. And and we actually do have precedent for that. And I, I really think that’s for Tricia is I do think Trisha. Tricia intends to have a physical studio in the veteran Chamber of Commerce, and we’ve got precedent with the way I launched this one. And then if we have precedent with Tricia. So maybe that’s the way. So we just up front here’s here’s the process and and it may maybe won’t feel as big a hairy a deal to them if they don’t have to worry about the studio just yet. Just follow all the other parts of our methodology.

Maggie Ishak: [00:52:52] So question would launching virtually remove a barrier for your prospects just to get them started?

Lee Kantor: [00:53:04] Yeah, for sure. Because I’m thinking, yeah, because they can just start by doing what they’re doing now. They don’t need anything else other than sending some messages on LinkedIn.

Stone Payton: [00:53:16] And or.

Maggie Ishak: [00:53:17] Going to their local chamber or wherever they’re locally.

Lee Kantor: [00:53:19] They’re doing anyway. Probably. Right. Right.

Stone Payton: [00:53:25] So I think that. So what’s.

Maggie Ishak: [00:53:27] What. So what would be a next step. What would, what would what would get some momentum behind this.

Stone Payton: [00:53:32] Well, that really informs my conversation with a prospective studio partner because because that that I can change on a dime. Um, still got to go back and figure out, okay, what’s the best way to get the conversation in the first place? And maybe it really does go back to our root methodology of if we want to have a conversation with them, we interview them just like we would if they were in a local market.

Lee Kantor: [00:53:57] Right. Well, I mean, that’s our I mean, we’re a one trick pony, right? Right. We meet people the same way. We invite people on shows. That’s how we do what we do.

Maggie Ishak: [00:54:06] So you want to be targeted about who you invite, right?

Lee Kantor: [00:54:08] Of course. But let’s go. Let’s pose the question to you. You’re now you’ve gone through this. You’ve been a guest on a show.

Maggie Ishak: [00:54:17] Huh?

Lee Kantor: [00:54:18] Um, now that you have an idea of what this is and how it works. And you were like, wow, let me see how I can implement this in my world. Um. How what would be kind of the pricing that you would be like, oh, that’s a no brainer. And you throw your credit card across the table versus, oh, that’s let me think about that.

Maggie Ishak: [00:54:43] Okay, I’m going to answer your question, but I’m going to answer it in a different way. Okay. Um, I am not a technical person. Right. So if you told me, Maggie, starting starting a show like this is a great way to get clients. I’m immediately going to close my ears, because that thing on the desk there, I don’t even want to touch it. The cables, like I don’t. So for me, there’s a tremendous value lie in knowing that all that stuff’s just gonna happen. Okay. The social media part. I’m not great on social media. If you said that’s magically going to happen, right? And if then you told me you’re going to have people knocking on your door wanting to talk to you.

Lee Kantor: [00:55:25] Right.

Maggie Ishak: [00:55:26] Okay, let’s add up how much money I’ve spent for other networking associations over the last year. Your fee pales in comparison to that time and money and resource that you describe that I’ve spent.

Lee Kantor: [00:55:38] Right.

Maggie Ishak: [00:55:38] So I know your fee. I’ve seen it.

Lee Kantor: [00:55:42] Is it a no brainer?

Maggie Ishak: [00:55:45] Okay. Those who are listening can’t see the look on my face.

Stone Payton: [00:55:51] She thinks it’s a no brainer at our current.

Maggie Ishak: [00:55:52] When you describe what you describe and the benefit that a host would get. Yes, the scales are definitely tipped in the favor. It’s a matter of you articulating the value. Now I’m going to also add this to you. I know John, I know Tricia, I know Joshua, okay? I don’t have the pleasure of knowing Mike. Okay. Um, when I looked at what they did. Like when I first met John, I took it purely at face value. He’s just interviewing people. He’s a nice guy. You go have a conversation with him in the studio. That was kind of fun. It didn’t occur to me at the time that I was doing it. What? What those next steps or what what happens after. And I think if you can find a way to help educate and articulate that, then your value goes way up.

Lee Kantor: [00:56:46] Well, I mean that again, that was by design because you went in there with your sales radar down. You weren’t thinking that there was any kind of business model around this.

Speaker5: [00:56:57] And John, such a nice person. Right.

Lee Kantor: [00:56:59] Well, again, that goes to our choosing the right people to be the.

Stone Payton: [00:57:03] Yeah, we need more John’s and more mikes.

Lee Kantor: [00:57:05] And so at some point, did he ask you if you wanted to have your own show?

Speaker5: [00:57:12] No.

Maggie Ishak: [00:57:14] At least I don’t remember him asking me that.

Lee Kantor: [00:57:17] Well, he might have. And you just. It didn’t occur to.

Maggie Ishak: [00:57:19] You it might have went in one ear.

Lee Kantor: [00:57:20] Out because you because you had that kind of aversion to technology and all these things. And that might have been a bridge too far. So you didn’t even consider it.

Maggie Ishak: [00:57:29] Maybe not. And Joshua didn’t either.

Lee Kantor: [00:57:31] Right.

Speaker5: [00:57:35] So.

Maggie Ishak: [00:57:35] But but can I share this with you? Okay. I was talking with a good friend of mine, um, who was a business owner, just on Friday, and he told me he was looking for podcasts to guest on for some visibility. Right. Okay. And I asked him because I had just talked to you, Stone. I said, what’s preventing you from doing your own? And he we were on zoom and he looked at me. He’s like, oh. And he’s he’s techy in his own way, right? He’s like, I don’t want to deal with the publishing and the editing and the social media. I was like, what if there was a way to do that for you? And he perked up. He’s like, there is. That was the email I sent to you this morning.

Stone Payton: [00:58:19] Thank you for.

Speaker5: [00:58:19] That.

Maggie Ishak: [00:58:21] So that’s all it took?

Stone Payton: [00:58:23] Right.

Maggie Ishak: [00:58:26] He’s interested.

Stone Payton: [00:58:27] Good.

Maggie Ishak: [00:58:29] And and I think your price point is very doable. Like to that to that business owner who’s at a certain stage in his business, that price point to continue to build authentic relationships. And he is a relationship builder and he is that same of those same values and kind of cut of that same cloth. So I think it’s just a matter of leveraging the people that you have in your network that already have those values to find those other like minded people with the same values.

Speaker5: [00:58:57] That’s maybe I’m being during this.

Stone Payton: [00:58:59] Conversation.

Lee Kantor: [00:59:00] A lot of homework for you.

Stone Payton: [00:59:01] Well, the values and the people who who think like us and do get emotional compensation and financial compensation from genuinely serving other people, maybe is there. How do you I mean, is there a I mean, you can feel them out and have conversations with them, but I mean, should we have some kind of formal assessment along those lines too? Or do you think it’s more just get to know them through our normal relationship?

Maggie Ishak: [00:59:25] What would you assess their values.

Stone Payton: [00:59:28] Are they really.

Lee Kantor: [00:59:29] Right? We have to we have to kind of determine are they a relationship person or a transactional person, like some sort of.

Maggie Ishak: [00:59:35] And I think all you have to do is ask a few people that know them.

Lee Kantor: [00:59:39] So you think it’s through other people that you would determine that rather than anything they said. So.

Maggie Ishak: [00:59:44] So by nature of so I’m gonna I’m gonna consider myself a values based person and wanting to build relationships. And I consider myself in your camp because what you’re saying really resonates with me. Okay. The person that I sent the email to connect you with this morning is also cut of that same cloth. And I think like breeds like. And so I would imagine if you ask John Ray, who are the people that are close to him. And who are the people that that that have those same values? He could probably give you a list. And you asked Tricia and she’d probably give you a list and it could just.

Stone Payton: [01:00:21] Right. And we really haven’t made that ask consistently, methodically. We’ve mentioned it before, but we haven’t.

Lee Kantor: [01:00:29] Right.

Stone Payton: [01:00:30] Yeah.

Maggie Ishak: [01:00:31] So can I throw that out as another bit of homework for you?

Stone Payton: [01:00:36] Homework. I got a whole pad of homework.

Lee Kantor: [01:00:39] That’s why we’re doing this. Absolutely.

Maggie Ishak: [01:00:41] That’s what you get with these sessions? No, but but being very deliberate about asking your existing partners whom you hold in high regard.

Stone Payton: [01:00:50] Right.

Maggie Ishak: [01:00:51] Who else is in your circle that shares these same values?

Lee Kantor: [01:00:54] And it’s a great, great exercise we should be doing.

Maggie Ishak: [01:00:57] And then you could test your pricing and test your conversation. And oh, by the way, you could just offer them to be a guest on your show as well since that’s what you do best.

Lee Kantor: [01:01:04] Right, exactly.

Maggie Ishak: [01:01:05] And maybe use that as a conversation. Now, Lee, when when you and I met about a year ago. Had you asked me, how difficult is it for you to find clients? I don’t know that you would have asked me that, because that would have been a tough question to answer on air. I would have told you. Wow, this has been this has been a lot more challenging than I anticipated. And and that could have swung the door wide open. But I know you’re not selling. That’s not your intention.

Lee Kantor: [01:01:26] I’ll tell you, when we do the show, we do ask typically a marketing question. And that marketing question in our business, are our relationships important to you? That I probably did ask some version of that during the conversation. And then depending on your answer, it would have determined what was the next, um, yeah, kind of move to make.

Maggie Ishak: [01:01:49] So maybe I didn’t answer it in the right way, I don’t know.

Lee Kantor: [01:01:51] I mean, we could go back and kind of see, uh, the paper trail that’s associated, but we we’re trying to be better in, in our systems to make sure that that question is asked and also to have a follow up path, uh, based on that answer. So we are trying to be better in that area in terms of tightening our systems, because that is an important component of our methodology, is when you’re the hosting mechanics we recommend to our our partners is to ask some sort of a marketing question to your guests so that you can determine if they are a prospect for other services you might be offering.

Maggie Ishak: [01:02:32] So now you’re going to make me go back and listen to the shows that I’ve been on to look for that question.

Lee Kantor: [01:02:36] Well, I mean, that’s how we go to market.

Maggie Ishak: [01:02:39] Okay. Um, and then but before we wrap up, I want to come back to kind of where we started all of this with you targeting maybe coaching organizations or kind of, you call it the Grand Poobah. Like, how do you. Right. Um, is that still top of mind for you now, or are you wanting to take a little bit of a left turn? I don’t want to call it a left turn because that implies, um, but maybe just take a different path.

Lee Kantor: [01:03:04] Right.

Maggie Ishak: [01:03:04] On the road to 100 and road to 1000.

Lee Kantor: [01:03:06] Well, in order to get to 101,000, we have to have kind of multiplier effect. So it is part of that journey is to get in front of people that are leading these types of organizations that have hundreds of, not thousands of, of the right prospects, you know, within them. Uh, so that’s definitely part of the path. We want to have meaningful conversations with people who are leading those types of organizations so we can and we think we have to ideally get invited by somebody who is one of their members to say, hey, you should talk to these people. They might have something that could benefit all of the members.

Maggie Ishak: [01:03:43] Okay, so hint, hint, there is an organization, um, of which one of your studio partners and I are members, and that organization also operates with very strong values and a strong culture that I believe aligns with your model. And so I think it’s just a matter of An introduction and a conversation. Because I think there’s a lot of other people like me that are looking for ways that where I was a year ago, year and a half ago, to launch my practice without all of the time, money and systems that you talked about earlier. Um, I think it could provide immense value.

Stone Payton: [01:04:30] Well, it makes me think, you know, all of this. You and I know how easy all this is because he and I aren’t technical either. But all of this is does feel big and hairy. And I think maybe sometimes we get desensitized to how easy we take for granted, maybe how easy it is for us to meet people and build new, real relationships, and how easy it is for us to strengthen existing relationships, and how easy it is for us to be nice to a lot of people who are never going to write us a check, but it’s still just good mojo. I well, I won’t speak for you. I think maybe sometimes I take all that for granted. And so I fail to communicate that. And when I’m, when I’m talking to a prospective client.

Lee Kantor: [01:05:18] Right. And I think that we underestimate the pain that they’re going through to do the same thing.

Stone Payton: [01:05:24] Right? Right.

Maggie Ishak: [01:05:25] Lee 100%, 100%. Now, can I throw a couple of other, um, just things to consider when you think about if you’re just thinking about coaches.

Stone Payton: [01:05:36] Yeah.

Maggie Ishak: [01:05:37] You know, there are groups like ICF, the International Coaching Federations, there’s a number and there’s a local chapter here in the Atlanta area. There’s chapters all over the country. Um, there’s there’s other groups like that, other groups like Focal Point that have groups of coaches. Um, there’s there’s also others that are out there that are trying to market to coaches, right. You know, finding ways maybe to align with them as well. I mean, I think. Lee, I think the point you made a minute ago needs to be really be kind of hyper focused. You don’t necessarily see the pain that so many of these people go through, and how many of them hang their shingle up. And then after a year or two, they have to take the shingle back down, right?

Lee Kantor: [01:06:30] Because it was harder than they thought.

Maggie Ishak: [01:06:32] That hyper introversion or, or other things around that. Yeah. And so going back to the value.

Stone Payton: [01:06:38] Um. Well, that’s encouraging to hear.

Maggie Ishak: [01:06:45] All right. So what else is on your mind today?

Lee Kantor: [01:06:48] Well, I think we covered quite a bit. And I want to make sure before we wrap up, um, that people know how to contact you. What’s the best way to. Yeah, probably the.

Maggie Ishak: [01:06:57] Easiest way to find me is on LinkedIn. Um, Maggie. Maggie. Last name is Ishak. I s h a k. Um. Go find me on LinkedIn and send me a connection request and tell me that you heard this show.

Lee Kantor: [01:07:10] All right.

Stone Payton: [01:07:11] And then this time next year, you can just reach out. Reach her at Business RadioX. Maggie, thank you so much. This has been incredibly helpful.

Maggie Ishak: [01:07:20] I’ve enjoyed it. Thank you for having me.

Stone Payton: [01:07:22] Our pleasure.

Outro: [01:07:26] Thanks for listening to Scaling in Public. The next Business RadioX 100 markets. Are you ready to enjoy a steady stream of discovery calls and finally, stop being a best kept secret? It’s time to step out of the shadows and watch your coaching business grow. Let’s fill your calendar ten discovery calls in a month, guaranteed. Go to Birr to download the free Business RadioX playbook.

 

Discover the Seven Growth Secrets That Propel Companies to Success

January 27, 2026 by Jacob Lapera

High Velocity Radio
High Velocity Radio
Discover the Seven Growth Secrets That Propel Companies to Success
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In this episode of High Velocity Radio, Lee interviews Nicolas Darveau-Garneau, author of Sequoia Not a Bonsai and CEO of Garneau Digital Advisors. Garneau shares proven growth strategies from his experience at Google and consulting with top companies, focusing on ethical profit maximization, customer lifetime value, and data-driven digital marketing. He highlights the power of continuous experimentation, AI integration, and aligning teams around meaningful KPIs. Practical examples show how these principles benefit organizations of all sizes. Garnaut encourages listeners to start small, test ideas, and leverage AI for sustainable business growth.

Nicolas Darveau-Garneau (“Nick”) is a leading expert in growth, artificial intelligence, and digital transformation with over 25 years of experience at the intersection of technology, strategy, and innovation.

He previously served as Chief Evangelist at Google, where he partnered with the C-suites of more than 1,000 of Google’s top global customers to accelerate their digital transformation initiatives. He also held the role of Chief Strategy and Growth Officer at Coveo, a leading AI company.

A seasoned entrepreneur, investor, and analyst, he has been at the forefront of the digital economy since 1995. He was part of the founding team of MSN.com at Microsoft and went on to co-found four Internet companies, successfully selling three. As an active investor, he has backed more than 20 technology startups

Earlier in his career, he worked as a management consultant at McKinsey & Company and a senior equity analyst at Sanford C. Bernstein, one of Wall Street’s top-ranked firms.

He currently serves on the Boards of Directors for TMX Group (TSX: X), McEwen Mining (NYSE: MUX), and Alida, and advises numerous companies on growth and AI strategy. He also teaches two executive education courses— “AI in Marketing” on the ELVTR platform and “AI in the Boardroom” for the Institute of Corporate Directors (ICD).

Nick is the author of the forthcoming book, Be a Sequoia, Not a Bonsai: The Seven Growth Secrets of the World’s Most Successful Companies (HarperCollins Leadership, January 27, 2026). Drawing on insights from advising over 1,000 CEOs at Google, he reveals how the top 5% of companies think and act differently while avoiding the costly mistakes that hold the other 95% back. Featuring over 300 practical case studies, the book offers clear, actionable strategies to drive growth and delight customers.

He holds a Bachelor’s degree in Mathematics from the University of Waterloo and an MBA from Harvard Business School.

Connect with Nick on LinkedIn.

What You’ll Learn In This Episode

  • Business growth strategies and their importance for companies.
  • Digital marketing techniques and the role of paid advertising.
  • Profitability optimization and ethical profit maximization.
  • Customer lifetime value (CLV) and its impact on long-term profitability.
  • The significance of data-driven decision-making and metrics alignment.
  • The role of testing and experimentation in business growth.
  • The integration of artificial intelligence (AI) in marketing and operations.
  • Change management and employee engagement in AI adoption.
  • Case studies illustrating successful application of growth strategies.
  • The accessibility of growth strategies for small businesses and nonprofits.

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 gonna be a good one. Today on the show we have the author of the book Sequoia Not a Sequoia, Not a Bonsai The Seven Growth Secrets of the World’s Most Successful Companies, and the CEO with Garneau Digital Advisors, we have Nicholas Darveau-Garneau. Welcome.

Nicholas Darveau-Garneau: Haley. Thank you for having me. I’m really thrilled to be here.

Lee Kantor: Well, I’m excited to learn what you’re up to. Let’s start with your agency. Uh, how are you serving folks?

Nicholas Darveau-Garneau: You know, I, uh, I was at Google for a number of years, and I was at Google’s chief evangelist for the last five years of my career. And, uh, I got to meet a thousand CEOs and really understand what the best companies in the world were doing. So every year I advise only about five companies. That’s as much as I want to do, and I helped them dramatically improve their transformation to more digital. So digital marketing, better digital customer experience and an AI strategy. So I’m really picky in who I work with. And typically they can achieve some pretty extraordinary results.

Lee Kantor: And then from that work that that brought you to your book, is that how that happened after you? I’m sure you kind of gleaned some learnings from dealing with all those top companies, and then you put them in a book.

Nicholas Darveau-Garneau: That’s exactly right. So the book, you know, basically not a bonsai is about, you know, what I learned from these 1000 CEOs and about, you know, 5 to 10% of these companies and these CEOs acted and thought very, very differently than the others. And so the book is the seven things that I noticed after. I mean, when you get a, you know, a thousand CEO meetings, right, you get some pattern recognition. So one of the things these companies do that is very different. So the book explains that. And then when I do some consulting with a company, I take them through step by step the seven different things and how to make them actionable.

Lee Kantor: So can you kind of share a little bit about those seven growth secrets?

Nicholas Darveau-Garneau: Yeah, one of them is is most companies. And this is really surprising. Most companies actually don’t try to maximize profits, right. I mean, they say they do right in doing this in a way that’s ethical obviously. Right. Good for the environment, good for the customer. But you know, every CEO that I’ve ever met is like, hey, we’re trying to maximize profits. But if you start asking people below them like, what are you working on? If you ask the chief marketing officer, they’re like, well, we’re trying to get more leads at a lower, lower cost per lead. And it’s nothing to do with profitability by these leads can all be terrible. Or if you talk to the head of product, hey, we’re trying to get more features out there. Well, are these features going to drive customer success? Are they and their customers willing to pay for it. Are they going to maximize profits? If you talk to customer service and so on and so on. So it turns out that the CEO wants to really improve profitability, but very few people inside the company are actually working on that.

Nicholas Darveau-Garneau: So one of the first things that we do is we go through everybody’s KPI right and start rethinking about that. And so an example of that is I was really fortunate to work with Saint Jude’s Children’s Hospital, which is the largest children’s hospital in the world, and they do extraordinary work with with kids. And they were investing, you know, digital marketing with Google, and they were raising some money very successfully. Um, but their KPI wasn’t kind of right, in my opinion. I thought what they should do is maximize the donations they get from Google, minus the marketing investment that they make. Right? Which is pretty logical. So they switched the KPI to that. Uh, and next thing you know, within a few months, uh, by doing this and some other things, they had raised 46% more money and they were already raising $1 billion. So just kind of changing your KPIs can have a massive, massive impact. So that’s the first, you know, and kind of least obvious thing because you would think every company is trying to maximize profits, but they are not.

Lee Kantor: Now, I don’t know if it’s the least obvious, because I think that sometimes people get distracted. We call them in our company cosmetics. These are some metrics that might be easy to kind of capture, but they may not be the important metrics. Um, and I think people kind of get distracted by that just because you can count how many people, um, you know, come to the website or how many people see an ad or something, doesn’t mean that that’s the thing that’s going to drive the profit like the.

Nicholas Darveau-Garneau: Right now you’re completely right. People. You know, people select metrics that, um, they can track easily that are, you know, non questionable. Right. If you track profits, You know, people can debate exactly what the numbers should be because there’s a bunch of assumptions made in there. So you’re right. People just choose the easiest thing. But it’s like, you know, having a rowing team and you know, the eight rowers are rowing in eight different directions.

Lee Kantor: Right? But you’re calculating, you know, how fast the speed is for each of them, you know, to hit the water. So you think you’re capturing something that is going to translate to value. But if they’re not coordinated, then it’s going to not translate to anything.

Nicholas Darveau-Garneau: Right. And then let me kind of so the next big thing is a little more advanced, which is, um, you know, optimizing profits is great. But um, over what time frame. Right. So kind of optimizing longer term profits or customer lifetime value is something that, you know, very, very few companies do. So an example of that is if you’re trying to acquire customers, whether you’re a small company, you know, you’re you’re a gym or you’re a larger company or a nonprofit, you’re trying to, you know, you’re trying to acquire some new donors. Um, very seldom is any company looking at the quality of that customer or that donor over time. Right. And then if you actually kind of understand the industry. Right. In most industries, 10 to 20% of the customers drive 80% of the profitability over time. And so, um, the top, top companies in the world, when they acquire brand new customer, they can predict how much a customer is going to be worth in terms of profitability in the next 5 to 10 years, right. Their customer lifetime value. And they can share that number back with Google and Facebook and other digital marketing platforms. And next thing you know, they’re just acquiring a lot more valuable customers. For an example is, um, I was working with a car insurance company. And if your car insurance company. Right, your biggest issue when you acquire customers is that some of them crash their car and some of them leave you after after a year.

Nicholas Darveau-Garneau: So, you know, can you use AI to build a model to predict that? And the answer is yes. And so we work with this company. They built the model to predict, you know, the profitability of each individual customer. Send that back to Google and Facebook. And next thing you know, they had 60% fewer of the high risk customers who are much more likely to crash their car or churn within a year. And they had 90% more of their very high quality customers were not going to crash their car and are going to stick around for many, many years. And that quadruple the company’s profitability, right? So that’s pretty advanced, you know, strategy. But it’s not that hard to execute if you know exactly what you’re doing in the book goes into like step by step, like how would you forecast the value of a customer you’ve never seen before? They’re brand new today. And then how do you build dashboards around that? How do you share that data with digital marketing platforms? And companies who do this like significantly outperform because all their competitors are acquiring average customers and they’re just getting the cream off the top and picking off the top 20% customers. And so it’s just really an unfair battle.

Lee Kantor: Now, do you think that in today’s world, doing paid ads? I know you have a I would imagine some sort of a Google bias, but is paid ads kind of a must have part of any digital marketing or marketing strategy in today’s world? Like, do you have to do that? Is that part of how a company grows?

Nicholas Darveau-Garneau: Yeah. You don’t like I mean, the last chapter of the book is around, um, testing and experimentation, right? We should have as a company is a whole bunch of hypotheses. You can test really fast. So to your question, right, is Facebook or Google, you know, profitable for me. And that’s the metric you should look at. So what is the easiest way to test that. You figure that out right. And then you run a test that takes us 2 to 3 weeks and then you know right. So like one of the biggest differences by the way, between companies who just crush it. And companies will struggle as their open mindedness of trying new things, like some CEOs are just really like, uh, give you an example, I was talking to a whole bunch of of movie executives at different movie studios. And, um, Google has this pretty amazing advertising tool that you invest money in it, and then Google can track, you know, the customer saw an ad, right? They saw the trailer of your movie, and then they can track with pretty high degree of precision whether or not that customer has been to a movie theater or your movie showing. And so you can tell, like, for example, you put in $1 million of advertising and you got, you know, a million people to go to a movie theater for a dollar each for each visit.

Nicholas Darveau-Garneau: Right. And that makes sense. It makes financial sense. It’s really profitable. And so some of the movie executives I talked to were like, yeah, this is a no brainer. This is amazing. Like, where has this been all my life? Let’s try it tomorrow. And some you would expect them to try it, but they would be like, well you know how do you track this? Like how precise is your estimate of of where people go. And then if somebody goes into a movie, movie theater, like, we don’t know if they want to see our movie, they could have seen somebody else’s movie. Well, well, they just saw your trailer two days ago, so clearly the odds are very high they’re going to see a movie. So some executives just didn’t want to try it. Right. So to answer your question, like, I don’t know, for most companies paid ads is going to are going to work, but you should have a list of the biggest opportunities for your company and find the minimum viable test you can run. The easiest thing that you can do to see if that thing makes sense or not. Right? And so don’t overintellectualize it. Don’t overanalyze it. Can I figure it out, you know, for a thousand bucks or 5000 bucks in the next two weeks? And then if it works, you scale it. And if it doesn’t work, you don’t.

Lee Kantor: Now your work. It sounds like you’re doing a lot of work with large enterprise level organizations. Um, a lot of the people who listen to this are aspiring large enterprises. What does the advice kind of trickle down like? Can you. You’re throwing out numbers thousand, $5,000 million. It doesn’t work for hundreds of dollars. Is there kind of a minimum size you have to, um, be in order to access data that is meaningful?

Nicholas Darveau-Garneau: You don’t like the. Actually, the last story in the book is, uh, about a gym owner, right? Uh, Mint Condition Fitness out of California. And he’s built a gym that, um, uh, where the customers are 20 times more profitable than the average gym by doing a whole bunch of really clever stuff. Right? That’s that’s he’s basically doing almost everything that’s in the book, and he’s just really, really sharp. And so, yeah, and a gym owner, a restaurant owner, you know, a small business owner, you name it. Right? If you think about the seven principles from the beginning and you test them. And again, it could be for hundreds of dollars to your point. Um, you could absolutely, completely transform your business. So this this gym owner, I think the guy was a private trainer, right? He was making 30,000 bucks a year in Silicon Valley, which is, you know, pretty expensive place to live. So he wasn’t doing that. Great. Now his gym is generating $1.2 million, and he’s opening up a whole bunch more. And so, yeah, absolutely. Any nonprofit. And by the way, like in my consulting firm, um, I do five nonprofit consulting engagements a year for free, right? I mean, I’m working with Saint Jude’s was one of the greatest things I ever did, and it was really rewarding. So, um, if people want to reach out to me on LinkedIn, if you have a nonprofit, delighted to to help. Um, if you’re a small business, you know, I, I don’t do consulting for small businesses, but if you read the book, um, and then you just reach out to me on LinkedIn and ask me questions, I’d be delighted to answer those. Um, but the book is really step by step by step, exactly what you should do.

Lee Kantor: Now, does the book. Okay, let’s make the assumption. I’m a small business person. I can’t afford you. Um, but I’m going to buy the book. Uh, is the book going to be now? That’s my new job. Or can I still be the gym owner? Run a gym train? People do gym stuff. Um, and do this, you know, a few hours a week, or is this something that. Now I got to put a body on this?

Nicholas Darveau-Garneau: No, it’s, uh, it’s not that onerous. And the idea is just to test one new idea. You know, whenever you can. Right. So if it’s once a month or once every three months. So, for example, if you’re not doing any paid marketing right, you can absolutely start a Facebook account on your own. And if you do it right from the beginning, if you optimizing profitability, right. If you’re trying to acquire now, people are going to come to the gym, but they’re not going to leave, you know, in April after they join in January. And you can there’s lots of different ways to do this that are really simple. So now it’s not that hard. Um, the trick is to test ideas that are easy to test, but if they work, have massive impact, right? And so now if you, you know, if you hit pay dirt, if one of your ideas really works right, then you can start investing more time and energy. So maybe you’re finding out that paid ads is just crushing it for you. So now you can hire an agency and pay them, you know, 15% of of what you want to invest or even eventually hire full time. But you don’t have to invest, right? You just test things on your own. You see if they work, and only then do you have to make the time investment or the money investment. And so the book is all about things you can try that are, you know, relatively simple, relatively inexpensive, but have big upside if they work.

Lee Kantor: And that’s really the secret. You have to be able to iterate fast and then double down on the winners and then forget about the losers.

Nicholas Darveau-Garneau: Yeah, I actually think so that the last chapter of the book is about moving faster and increasing your velocity. You know, if you believe, like I do, that AI is going to flatten the world a lot, meaning it’s going to it’s going to make a lot of things easier for smaller companies. Um, and so the competitive advantage of larger companies, I think will get diminished to some extent. So, you know, how differentiated are going to, you know, is our website going to be how differentiated are ads going to be? How differentiated is our service going to be when you can have AI do a lot of that very inexpensively? So I think in the end, right, you know, over, over time, the most important competitive differentiation is how quickly can you try something new and how quickly can you scale it. Right. So one of the things that as you get going with these ideas in the book, you try one, you know, a month for a while and then you get some success. And not every idea is going to work, but you get some success. And next thing you know, you’re making more money. You reinvest, you try another idea, you know, next month, and then next thing you know, you’re trying two ideas a month and then three and then five and then 100.

Nicholas Darveau-Garneau: So, uh, I work with an internet company Funny that 25 x the number of tests they were doing over the course of a year by just, you know, trying new things, finding better tools to test, finding the simplest tests you can do. And then whenever they were doing a test, they would figure out what was hard about this test. Like what? Why did this test take so long? Well, we had to go through a lawyer to get this approved. And we have to do this all the time. So why don’t we put, you know, a part time lawyer on this team to get approvals happening faster? And so, like, the kind of figuring out how you can improve your improvement system, I call it I call this getting better at getting better, right? I mean, it’s like working out, right. If you’re working out and you’re, you know, you’re improving by 1% a year, that’s great. But if you can make that 5% a year, you’re just going to be a lot better off. So the the rate of improvement of a company becomes extraordinarily important in a very competitive, AI driven environment.

Lee Kantor: Now, you mentioned AI a few times. Can you talk about how this strategy, Um, kind of works with the AI framework. Are you saying to do the same thing while using and learning about AI? Should you be going there and iterating and learning fast in that ecosystem?

Nicholas Darveau-Garneau: Yeah, I mean, a lot of the ideas in the book, you know, um, are driven by AI, and AI is just a tool, right? It’s not just a few advertising on Facebook or Google. I mean, it’s 95% AI driven. So Google and Facebook are doing a lot of the grunt work for you. So what is it that you as a human should do differently than others? Right. But but you know, in addition to that, yes, I think AI can um, I mean, every small medium business should look at AI for internal productivity. There’s a lot of, um, there’s a lot of news right now about AI, you know, not working, not increasing productivity. Um, that’s not my experience, right? There’s actually a study by Harvard Business Review, uh, Harvard Business School with BCG that had consultants that use a lot of AI and consultants who didn’t lose, you know, use a lot of AI. And the ones who use a lot of AI did 12% more work and 25% less time, and it was 40% better work. But when the consultants using AI were doing stuff that hadn’t been trained on well with AI, they were 19% less productive. So what’s happening a lot is people are like, you know, they put ChatGPT or Gemini or Copilot inside their business, right? They pay 20 bucks a month, whatever it is. And then they’re like, okay, AI is in. Well, you can’t do that if, you know, if you have somebody in HR, right? That’s writing job descriptions. They have to be taught how to use AI to write job descriptions.

Nicholas Darveau-Garneau: So you have to go to that level of specificity internally. The other thing internally is that, you know, obviously employees are nervous about AI. So how you introduce it, what you say really matters a lot. If you say like, hey, I’m bringing AI to increase productivity, that’s like code word for you’re going to lose your job, right? So you have to be thoughtful about it and say, look, now I want to double the business in the next five years and just, you know, hire 40% more people. That’s my goal with AI. So if I hear that as an employee, I’m like, oh, okay. So that’s, you know, point one, right? Point two is like, hey, look, you know, I really want you to learn AI and I’m going to help you learn AI. So I expect you to learn AI, and that’s going to be part of your performance reviews going forward. And three like look you know AI is going to start you know grabbing some things from your job. It’s just going to happen right. So AI will start doing the low value stuff, but eventually the middle value stuff and then even some of the higher value stuff that you do. Let’s be honest. Right. But look, here’s what your job is going to look like a year from now, two years from now. So I’ve thought through how you’re going to grow and you’re going to stay ahead of AI. So if you combine these three things right, you can get massive productivity improvements. And then and then you can start putting AI in front of your customers.

Nicholas Darveau-Garneau: Right. For customer service for advice, for lots of things you can do. You have to really be careful. There’s lots of things that can go wrong here, right? The AI can just say crazy, stupid things, so you have to really test it. You have to have the right technology. It’s a little bit complexity. You have to find the right partner. But you can do some pretty amazing things for customers using AI as well. And so yeah, AI is a must, right? For almost every, um, every company actually just go to ChatGPT, right? Explain your company to ChatGPT and ask it what AI will be able to do five years from now for your company and ask it, you know, whether you should invest right now or wait. And honestly, it’s going to be a really good discussion you can have with ChatGPT. And sometimes it tells you like, hey, for your company, it’s no big deal, don’t worry about it. Maybe wait a year or two, but sometimes it tells you like, hey, your hair should be on fire. You should be all over it now, uh, because other competitors are way ahead. And so inform yourself on where you are. Compare yourself to others. Ask ChatGPT what do you think I should do? Um, but, um, you know, AI is just a tool. It can’t do anything for you on its own. The biggest issue is just change management inside your company and changing how employees think and what they do. So it’s really a human problem, not a technology problem.

Lee Kantor: And in order to leverage it to its fullest effect, um, I think it goes back to your original point. You have to aim it at things like maximize profitable growth. Not right. This LinkedIn copy for me, like those are different asks. And it could do both if you ask. And you have to give it the data so that it can inform, you know, the key metrics, not the cause metrics.

Nicholas Darveau-Garneau: Yeah. I mean, if you if you start doing paid advertising, if you haven’t done it before and you ask AI for more leads at the lowest cost per lead, which is what 90% of B2B you know, advertisers do, you’re going to get a lot more leads at a lower cost per lead and AI will be amazing at delivering that. There’s no evidence whatsoever these leaves will be useful to you. Right. And so the AI, like the more AI we use and the worse the KPI is, the faster we drive off the road, right? It’s like having a self-driving car with the wrong map. And so yeah, in order to for AI to really improve your business, you as a human have to really be very thoughtful about what you’re asking it to do. And you also have to be thoughtful with about what data you share back to the AI so it understands like an AI without a closed loop, like an AI just doing stuff, not knowing if it’s good or not good. Um, it’s not as helpful as an AI that is being told, like, hey, thank you for sending me this lead, but this is complete garbage or comparing or this lead as gold for me. Uh, if you’re just going to rank the leads from 1 to 5, right. And just share that with the AI, next thing you know, you get a lot more leads that are fives and a lot fewer that are ones. And so asking the right question to the to the eye is critical, and then feeding it the right data is also critical.

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

Nicholas Darveau-Garneau: Well, look, you know, I like every anybody listening to to buy the book and be a part of bonsai. I donate all my profits to Saint Jude’s Children’s Hospital. So, you know, we’re also going to cure cancer together. I want people to start trying things from the book, and I want them to reach out to me on LinkedIn to tell me I was going to ask me some questions. I’ll answer every single question. Um, and look, you know, like, it’s not that many folks have had the privilege of meeting a thousand CEOs. I just was lucky to be in that position. Um, these ideas are not my own, right? These ideas are just from the best, best companies in the world. I’m just summarizing them. Um, and I’ve seen them work over and over and over again, and very few companies do them. So if you, you know, are open minded, if you want to do a little bit of work and test some of these ideas. I’m guarantee you your company will be unrecognizable two years from now. And so, um, really encourage people to to buy the book and then reach out to me.

Lee Kantor: Well, Nick, if somebody wants to learn more, is there a website or is LinkedIn or obviously, I’m sure on Amazon, or they can get the book anywhere, but, um, what what is kind of the best way to connect? You mentioned LinkedIn. Is there a website as well?

Nicholas Darveau-Garneau: Yeah, you can go to Nicholas Comm, uh, and contact me there. But LinkedIn, I’ll accept, you know, any LinkedIn friend requests and I’ll answer any email.

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

Nicholas Darveau-Garneau: Hey, thanks. Cheers.

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

Loraine DiSalvo on Estate Planning for Business Owners

January 26, 2026 by John Ray

Loraine DiSalvo, Morgan & DiSalvo, on Estate Planning, Business Succession, and Blended Families (North Fulton Business Radio, Episode 932), with host John Ray
North Fulton Business Radio
Loraine DiSalvo on Estate Planning for Business Owners
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Loraine DiSalvo, Morgan & DiSalvo, on Estate Planning, Business Succession, and Blended Families (North Fulton Business Radio, Episode 932), with host John Ray

Loraine DiSalvo, Morgan & DiSalvo, on Estate Planning, Business Succession, and Blended Families (North Fulton Business Radio, Episode 932)

On this episode of North Fulton Business Radio, host John Ray welcomes Loraine DiSalvo, partner at Morgan & DiSalvo, an Alpharetta law firm specializing in estate planning and trust administration. Loraine discusses the critical importance of proactive estate planning, particularly for business owners facing potential private equity sales or succession challenges. She explains how failing to plan before a business sale can significantly limit tax mitigation options and result in substantial estate tax exposure above the $15 million per person exemption.

Loraine addresses the complexities of estate planning for blended families, noting that no two situations are alike and emphasizing the value of open family discussions before death to prevent conflicts during grief. She also highlights a common misconception that both singles and married couples without children have simple estate planning needs, when in fact they often face complex decisions about beneficiaries beyond the typical spouse and children. The conversation covers succession planning for businesses where the next generation is not interested in taking over, the importance of having proper authority structures in place, and the various life events that should trigger an estate plan review.

John Ray is the host of North Fulton Business Radio. The show is produced by John Ray and North Fulton Business Radio, LLC, an affiliate of Business RadioX®, and is recorded inside Renasant Bank in Alpharetta.

Key Takeaways from This Episode

  • Business owners considering or approached about private equity sales should complete estate planning before any sale offer materializes, as proximity to a sale makes it increasingly difficult to support lower valuations for tax mitigation purposes.
  • Georgia’s probate process can be quick and inexpensive with a well-drafted will, but inadequate documents can require tracking down distant relatives for consent and result in significantly higher costs and delays.
  • Blended families benefit from open discussions about estate plans while the parents are alive, helping family members understand decisions and reducing the likelihood of disputes during grief.
  • Singles and married couples without children often face more complex estate planning decisions than those with traditional family structures, as they must thoughtfully determine beneficiaries beyond the typical spouse and children.

Topics Discussed in this Episode

00:20 John Ray introduces the show and guest Loraine DiSalvo
02:26 Loraine DiSalvo discusses her background and how she became interested in tax and estate planning law
05:05 The importance of estate planning for successful business owners and the consequences of failing to plan
07:17 How well-drafted wills streamline Georgia’s probate process versus inadequate documents
08:23 Common estate planning issues for business owners
09:09 Estate tax planning strategies for business owners facing private equity sales
11:03 The critical importance of timing estate planning before accepting sale offers
12:02 How Loraine helps clients navigate complex estate planning decisions and options
14:07 Business succession planning when children are not interested in taking over
15:08 The consequences when business owners fail to plan for succession
17:15 Balancing estate distributions when one child is in the business and others are not
17:37 Estate planning complexities for blended families
20:58 The value of family discussions about estate plans to prevent post-death conflicts
22:29 Loraine’s role in educating clients and raising what-if questions
23:03 Common misconceptions about intestate succession for married couples
24:19 Why singles and childless couples often face complex estate planning decisions
26:15 Life events that should trigger a call to an estate planning attorney
28:21 The importance of periodic estate plan reviews as life circumstances change
30:02 Success stories, including helping families with disabled members maintain Medicaid benefits
32:37 Using Georgia’s year support law to protect surviving spouses from creditor claims
34:18 How to connect with Morgan & DiSalvo for a no-charge estate planning consultation

Loraine DiSalvo, Partner, Morgan & DiSalvo, P.C.

Loraine DiSalvo, as heard on North Fulton Business Radio with host John Ray
Loraine DiSalvo

Loraine DiSalvo has been practicing law in Georgia since 1997. Loraine is a partner with Morgan & DiSalvo, P.C., the Alpharetta law firm dedicated to helping individuals and families plan and prepare for the many changes that life brings.

Loraine’s areas of concentration include estate planning, probate, estate administration, trust administration, tax planning, and charitable gift planning. She specializes in addressing the unique needs of blended and non-traditional families as well as same-sex couples.

Loraine is a member of the Stonewall Bar Association, the Georgia Bar Association, the American Bar Association, the Atlanta Bar Association, the Georgia Association for Women Lawyers, the Atlanta Estate Planning Council and the Estate Planning Council of North Georgia. She is a past Chair and past member of the Board of Directors of the Atlanta Bar Association’s Estate Planning and Probate Section, a past member of the CLE Board of Trustees for the Atlanta Bar Association and a past member of the North Fulton Bar Association.

Loraine has almost completed her two-year term as President of the Estate Planning Council of North Georgia, which began in 2024. She previously served as their VP of Programs in 2022 and 2023. She also serves as the Editor-in-Chief of The Mortmain, which is published by the Estate Planning and Probate Section for its members. Loraine spent two consecutive years as President of the Professional Women’s Information Network (ProWIN), an organization that provides networking, educational, and charitable opportunities for entrepreneurial and professional women in the metropolitan Atlanta area. Prior to becoming President of ProWIN, she spent three years as Treasurer and one year as President-Elect. After her two years as President, followed by a year as Immediate Past President and another year as a Member-at-Large on the ProWIN Board of Directors, Loraine left the Board of Directors and served on ProWIN’s Advisory Board.

An Atlanta native, Loraine graduated cum laude from Georgia State University and earned her J.D. degree, with distinction, from Emory University. Loraine has one adopted daughter and two grandchildren. She lives in Sandy Springs with her husband, Anthony, and enjoys riding motorcycles and using her expertise as a trained auto mechanic to work on their multiple cars and bikes.

LinkedIn

Morgan & DiSalvo, P.C.

Morgan & DiSalvo, P.C. is a boutique estate planning law firm based in Alpharetta, Georgia, focused on providing highly personalized guidance to individuals and families navigating wills, trusts, and broader estate and tax planning needs. The firm prioritizes clear, customized plans over generic documents, assisting clients in addressing issues like probate, estate and gift tax planning, trust administration, and elder and disability-related matters as life circumstances evolve.

Founded in 1995 and led by attorneys Richard Morgan and Loraine DiSalvo, the firm has developed a reputation for attentive client service, compassion, and technical depth in trusts and estates work, earning top-tier ratings from multiple legal rating services and recognition as a Tier 1 firm in Georgia for Trusts & Estates Law. With a small team of attorneys and paralegals, Morgan & DiSalvo positions itself as a long-term partner for North Metro Atlanta families, guiding them through planning, administration, and dispute resolution to protect legacies and minimize burdens on beneficiaries.

Website | LinkedIn

Renasant Bank supports North Fulton Business Radio

Renasant BankRenasant Bank has humble roots, having started in 1904 as a $100,000 bank located in a Lee County, Mississippi, bakery. Since then, Renasant has grown into one of the Southeast’s strongest financial institutions, boasting over $26 billion in assets and more than 280 offices offering banking, lending, wealth management, and financial services throughout the region. All of Renasant’s success stems from the commitment of each banker to invest in the communities they serve, which in turn helps them better understand the people they serve. At Renasant Bank, their banking professionals understand you because they work and live alongside you every day.

Website | LinkedIn | Facebook | Instagram | X (Twitter) | YouTube

Beyond Computer Solutions supports North Fulton Business Radio

Whether you’re a law firm, medical practice, or manufacturer, there’s one headline you don’t want to make: “Local Business Pays Thousands in Ransom After Cyberattack.” That’s where Beyond Computer Solutions comes in. They help organizations like yours stay out of the news and in business with managed IT and cybersecurity services designed for industries where compliance and reputation matter most.

Whether they serve as your complete IT department or simply support your internal team, they are well-versed in HIPAA, secure document access, written security policies, and other essential aspects that ensure your safety and well-being. Best of all, it starts with a complimentary security assessment.

Website | LinkedIn | Facebook | YouTube

About North Fulton Business Radio and host John Ray

With over 900 episodes and having featured over 1,400 guests, North Fulton Business Radio is the longest-running podcast in the North Fulton area, covering business in our community like no one else. We are the undisputed “Voice of Business” in North Fulton!

The show invites a diverse range of business, non-profit, and community leaders to share their significant contributions to their respective markets, communities, and professions. There is no discrimination based on company size, and there is never any “pay to play.” North Fulton Business Radio supports and celebrates businesses by sharing positive stories that traditional media ignore. Some media lean left. Some media lean right. We lean business.

John Ray, host of  North Fulton Business Radio, and Owner, Ray Business Advisors
John Ray, host of North Fulton Business Radio and Owner, Ray Business Advisors

John Ray is the host of North Fulton Business Radio. John and the team at North Fulton Business Radio, LLC, an affiliate of Business RadioX®, produce the show, which is recorded inside Renasant Bank in Alpharetta.

The studio is located at 275 South Main Street, Alpharetta, GA 30009.

You can find the entire archive of shows by following this link. The show is accessible on all major podcast apps, such as Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, and many others.

John Ray, The Generosity MindsetJohn Ray also operates his own business advisory practice. 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, bookkeepers, marketing professionals, and other professional services practitioners.

John 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.

 

 

Tagged With: Alpharetta, Beyond Computer Solutions, blended families, business succession planning, estate planning, estate tax, John Ray, Loraine DiSalvo, Morgan DiSalvo, North Fulton, North Fulton Business Radio, private equity, probate, renasant bank, tax planning, trust administration

Brian Dukes: Turning Experience Into Exit Wisdom for Founders

January 19, 2026 by angishields

HBR-Exitwise-Feature
Houston Business Radio
Brian Dukes: Turning Experience Into Exit Wisdom for Founders
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ExitwiseFooterImage-BrianDukes

6-BrianDukesBrian Dukes is the Co-Founder of Exitwise, an M&A advisory platform focused on empowering business owners with education and transaction support for successful exits.

His career began in Big 5 Consulting, followed by an MBA from the University of Michigan.

Rather than taking a traditional MBA route, Brian joined a startup joint venture with Ford Motor Company, sparking his entrepreneurial journey.

He went on to co-found a technology and digital marketing agency that became a recognized leader in the automotive sector, where he also gained hands-on experience in mergers and acquisitions.

In 2022, Brian embraced the opportunity to scale Exitwise—bringing his strategic insights, operational know-how, and passion for helping founders unlock the full value of their businesses.

LinkedIn: https://www.linkedin.com/in/brdukes/
Website: https://exitwise.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. I’m really excited about today’s guest and the topic. Today’s guest is Brian Dukes, managing partner at Exitwise and M&A advisory platform, helping business owners prepare and successfully navigate the sale for their companies. Brian’s journey started in Big Five consulting, followed by his MBA at the University of Michigan, and instead of taking the corporate route, he joined a Ford Motor Company joint venture and then co-founded a digital marketing agency that became an industry leader in automotive technology. After building and selling that business, he discovered his passion for helping other founders through the exit process. Today, Brian and the Exit Whys team are reshaping how entrepreneurs think about exits, removing the stigma, focusing on readiness, and teaching owners how to build companies that are ready for whatever comes next. Brian, welcome to the show.

Brian Dukes: Thank you so much.

Trisha Stetzel: I’m really excited about our conversation today because I think we both have this passion around this topic. But before we get there, tell us a little bit more about Brian.

Brian Dukes: Is it a natural reaction to always feel a little bit embarrassed when you hear your own intro? Yes.

Trisha Stetzel: And I do that on purpose because we don’t take the time to do it for ourselves. So I did it for you. It is my gift.

Brian Dukes: Well, I appreciate it and you know it. It is my story. It’s a summation of a 20 or 30 or so year professional career. And I’m super passionate and appreciative and excited about what I’ve done. But, you know, to put it into. And full sentences like that, it’s always, always nice to hear. So thank you. Um, you know, it summarized, uh, pretty, pretty well, a lot of the ways that my, uh, my. Professional wins have blown. I mean, really? Yeah. In summary, I didn’t know anything about entrepreneurship when I was growing up. My growing up in metro Detroit, uh, my dad worked at Ford Motor Company for 30 years. My mom was a school teacher, then turned nurse. And, you know, the traditional path of professional, uh, kind of professional life, you know, set forth in front of me. And it really wasn’t until after grad school that I, just by luck, uh, fell into a joint venture. I was 15th employee, uh, a joint venture, uh, really started to cut my teeth on. Wow. If I make a decision, it actually matters. Something actually happens or doesn’t happen. Um, and it really, uh, got me excited about, you know, being part of a small team and being part of this crazy ride that I now understand to be, um. Entrepreneurship, uh, three years after that made the official jump and, uh, was a co-founder of an automotive marketing technology company, uh, Enterprise Data, we launched in 2008.

Brian Dukes: Uh, our first client was soon to be bankrupt. Chrysler, uh, many, many horrific, difficult, challenging, ridiculous stories that came out of those next couple of years. But ultimately, we made it to the other side. Um, ran M&A through that process, saw, um, you know, saw the positives and negatives of M&A throughout. And then I personally exited in 22, reconnected with an old friend who was also, uh, an aspiring entrepreneur. And, you know, we really connected to this idea of M&A, helping business owners understand and successfully get through an exit is is just a, It’s an underserved market. I like to say that it’s really cool to help a business owner sell $1 billion business, but there’s just not enough people focused on helping the everyday entrepreneur in lower middle market and SMB to find the exits they deserve. And so, you know, that’s really you know, it’s a little bit of my journey, a little bit of my why. But I feel really passionate and love working with business owners and thinking about their futures and really helping them get on a path of what that what that future might look like.

Trisha Stetzel: Yeah, I love that. So can we talk just for a minute about what makes Exitwise a little different from all of the other businesses that are out there doing?

Brian Dukes: Yeah, yeah, I appreciate you asking that because we can all look very similar. If you go to 100 different M&A advisory firm websites, many of them look very, very, uh, like they were designed by the same by the same web site house. Um, really a couple things. The first, uh, which I’ve, I’ve touched on a little bit, is this idea of everybody that’s part of this business. We are, are and have been operators that have built and sold our own businesses. Uh, we know not just what it takes to build a business and what it takes to exit a business. We we understand the trials and tribulations that are inherent with entrepreneurship. And as much as we’re led to believe that, you know, you can build a business, $1 billion business in six weeks with AI, uh, by yourself, uh, for for the rest of the 99.999% of the world. Um, we have a lot of horror stories and bumps and bruises. And I think, um, you know, where we come from is a place of, of empathy and understanding that this is a difficult road and that as founders, uh, as owners, as CEOs, uh, your time is constrained and you have a lot of, uh, a lot of responsibilities and a lot of things to worry about. And exiting isn’t always, um, you know, top on your list.

Brian Dukes: And so we we really beyond being a functional M&A advisors and bankers, you know we are there to be a coach a mentor having actually done it ourselves and provided maybe a little bit different insight and guidance than, than the typical investment banker. The second, um, is, is in our preparation or support of the preparation process. Uh, we’re big believers. You’ve heard me say it before in some of our conversations. Um, I think exiting a business, there’s a bit of a stigma around it. And, uh, part of that is, as CEOs, we’ve always kind of known the answer. We’ve we’ve known what we’re building. People come to us whenever they have a question, and we’re used to knowing what to do. And, uh, when it comes to, to, to selling a business, oftentimes we’re not lucky enough to, to do it multiple times. And so we don’t know who to go to. We don’t know who to trust. We, uh, we have built something so important to us and to our team and to our families that we, we, we struggle to to lean into somebody that can assist us in selling. So what that means is you put it in a closet and you hope that it just works out someday down the road. And then somebody knocks on your door one day and says, hey, you have something interesting and a value.

Brian Dukes: I’d like to buy it. And it’s like chaos reigns. And and that is ultimately why you see such a high failure rate in M&A. So getting back to your question, our big beliefs, uh, is, is working with businesses earlier in the process, understanding value, understanding how buyers would look at your business, really making it. You know, another CEO responsibility is thinking about your future exit. And that could be, you know, ten weeks from now, it could be ten years from now. It’s really thinking about it in a way that’s, uh, exiting my business is part of my responsible as an owner, and I need to start preparing. And so we just spent a lot of time early doing certified valuation work, helping organize financials in a way that a buyer could potentially understand. Um, you know, I said it already, the idea that we give you the view of the buyer and we we help you practice answering some of those questions, um, and thinking through the questions that you’re going to get from potential buyers to start preparing for that when you, you know, when you have time for it versus the stress of I have to respond in the next ten minutes and I don’t know the answer. Yeah.

Trisha Stetzel: All right. I want to tackle the idea of doing the hard things. So people who are listening have done a lot of that right. As entrepreneurs, we do. We tackle a lot of doing the hard things and we learn our lessons. We, you know, fall down on our knees, we get up and we go do it again. And then we fall off a bicycle and, you know, it’s perpetual. Um, so they’ve already done a whole lot of hard things. You’ve done them. I’ve done them as an entrepreneur, and thinking about this exit process sounds really hard too. So can you take me through just your thoughts on doing the hard things? You know, whether it’s personal or professional and what really makes us tick as humans?

Brian Dukes: Mm. Boy, I can take that in a lot of different directions. I’m a firm believer, just generally in doing hard things. Uh, we we, I think we’re trained at an early age that we have some mythical retirement. Or maybe we sell a business, you know, for a real amount of money early in our careers. And we sit on a beach and play golf or sail or fish or whatever we want to do. And, uh, I like to do many of those things. Uh, and I love being with family and friends, uh, and leaning into that part of my life. With that said, uh, for most humans, um, we need we need to accomplish tasks. We need to take on challenges, we need to do hard things. And I often say as I mentor, um, even, you know, junior resources, it could be like rewiring your bathroom, uh, putting up wallpaper. Um, you know, it could be building a business. You know, it can be really anything. Learning a new language. Um, it’s. I’m a big believer that a life without challenges is one that ultimately I don’t think is particularly fulfilling. So that’s just a personal belief. I don’t know that it’s a hot take in any sense, but I just I talk to enough business owners that go through a process.

Brian Dukes: They get to the other side, and then they’re somehow disappointed because they haven’t they haven’t built a plan for that future. Um, they realize too late that, um, it isn’t going to be fulfilling to travel around the globe 20 times. Um, you know, the first time was really, really fun. But after a while, you know, you just you just kind of, you know, you need to accomplish something different. And so I think doing hard things is, is really, um, you know, is a core belief of mine. Um, I guess specific to, to building and selling businesses, uh, I think, uh, I don’t know that any M&A advisor investment banker would say that selling a business is easy. But as you look at the, uh, this the scope or the scale of that discomfort or that pain or the difficulty of selling a business, it does not have to be a root canal. Um, it does not have to be emergency surgery. The just like, you know, many, many other analogies in life of, you know, studying for a final exam. Of course, it’s going to be horrific when you have to stay up all night and cram.

Brian Dukes: And ultimately the pain of probably not doing as well as you as you want. Now. Now you think about selling a business. And if you’re trying to to cram. If you’re trying to prepare with no time, invariably mistakes will be made. Money will be left on the table, other opportunities will be lost. And you have, you know, I’ll speak from personal experience. I regret some some bad final exam scores. It’s completely different to regrets like, oh my gosh, I left $1 million on the table because I just wasn’t prepared. And that’s a that’s a different process. So the idea of hey, we’re all busy as business owners, big or small, your your day is filled with life and work. Uh, adding another task to your to do list can feel really, really hard. Like, I don’t want to deal with this today, but if you can find a way to take on small tasks, work with advisors or partners or experienced founders that have gone through it to take on small tasks each day, each week, when it comes time to get to the big day, it’s not going to be nearly as painful as as it otherwise would have.

Trisha Stetzel: I love that preparedness and plan. Okay, before we go there though. I know there are people who already want to reach out and have a conversation with you. What is the best way to connect?

Brian Dukes: Uh, our our website is xyz.com. Um, I’m most active on LinkedIn. Um, look me up there. Uh, I post a lot of educational content around building and exiting. And my email address. Brian b r I a n at xyz.com. That’s great. Thank you. Great.

Trisha Stetzel: Yeah, absolutely. And if you guys are looking for him on LinkedIn, it’s Brian Dukes. D u d u k e. All right. I want to dive into the part that we’re both even more passionate about than the first part of our conversation, which is readiness. I want to talk about readiness. What does it really mean? And why do so many business owners avoid thinking about it until it’s too late?

Brian Dukes: Um, yeah, I’ve kind of I’ve kind of talked about it, uh, or a couple examples already. But really, the my my my core belief is that a we’re too busy. I’ll get to tomorrow and b I don’t know who to talk to or to trust. And if you add I’m busy, I don’t have time for it today. And I also don’t know who who’s the expert that I trust enough to talk about something so personal. Uh, yeah. Inherently it’s just going to get delayed. And I think there’s just this, this stigma that exists that we have to keep it so private and so confidential, and we’re not allowed to talk to anybody. And oh my gosh, if my clients hear that, I’m thinking about selling. It’s the end of the world. And although I agree there’s certain aspects of that that need to be kept private, I, I believe and this isn’t me even being self-serving, I believe that more CEOs at any stage of any size businesses should be surrounding themselves with people that have been through it before that, um, maybe they’re even an M&A advisor or banker. Um, people that understand what that process is going to look like and feel like and talk openly with their teams and their employees. Um, I’ve seen firsthand the experience of despite begging CEOs to bring their team into the mix, uh, when they don’t. And then potential buyers start knocking on the door. There’s conversations that need to be had. People in suits start showing up in the boardroom. Everybody. I’m sure you’ve seen it before.

Brian Dukes: It’s like the whole office shuts down. Everybody wants to know what’s happening. The rumor mill starts spiraling out of control. And again, it it’s it’s not just the chaos of the sale. You have to keep running your business during the process. And the more distraction and chaos beneath the water’s level that’s happening, the more likely it is disappointment is going to occur through it. So again, a bit of a broken record. Readiness is is something that we’re super, super, super passionate about and understanding whether your business is worth $10, 10 million, 10 billion at any stage. Understanding, um, what is a buyer going to look at with your business, and how are they going to evaluate it? And what are the things that you could do to better, um, prepare your business for that, that future exit, uh, address things that buyers are not, um, are, not are going to question or want to dig into, um, and getting really comfortable with, um, with answering detailed questions about your business that, that you not only can tell them the answer, but you have backup documentation to prove. I was on a short aside, I was on a call yesterday with a client and we’re going through a six month project, um, of preparation prior to exit. And, you know, they were kind of validating, like, hey, you know, I’m just I’m not sure exactly, you know, what are some of the first steps or some of the things that we’re going to go through here? And he said, because I don’t like, I don’t um, I can’t really tell you how I, how I price you know, I have, you know, one of my biggest clients, they come to me and I’m like making it up on the fly.

Brian Dukes: Well, today it’s this price or yesterday it’s that price or I’m just negotiating on the fly. Like, how could you possibly Brian, document what that’s like. And I’m like, well, first you’ve just told the story of why we have to go through this process. Because if you told a potential buyer that you just make up the price on the fly like that, that’s a bad that’s a bad conversation. Your books, your financials tell that story and it’s okay. Like, don’t be embarrassed. You you may not know what that strategy is. You may not be able to quote what you’ve done for the last five years, but the books do. And if we can build a financial model that shows the history of that client, of that industry, of kind of your pricing strategy over time, and you can answer it confidently and then show the details in a financial model. Suddenly there’s no questions like, the buyer may not agree with that strategy. They may not like that strategy. They may see huge opportunity in that strategy of like, oh my gosh, you’re leaving so much money on the table here. Uh, but there’s no question of I don’t understand what I’m looking at, uh, because the moment they don’t understand what they’re looking at, that leads to ten other questions. And then we just get into this death spiral.

Trisha Stetzel: Okay.

Brian Dukes: Sorry a lot there.

Trisha Stetzel: No, I know I think this is fantastic. I love the conversation that we’re having so far. Um, and I think I hear what you’re saying is that everyone will exit their business. Everyone will exit their business.

Brian Dukes: We will all exit our business at one point in our lives. Yes.

Trisha Stetzel: Yeah. Okay. So, uh, as you were talking through that last scenario, I was thinking about owner dependance, and I think that that’s a really big topic when we’re talking about exit strategy or preparedness or readiness. Can we talk a little bit more about how important it is that a business not be dependent on one person?

Brian Dukes: Sure. Yeah. Uh, and the answer can be different depending on how big your, your, your business is. One of the, the struggles that a lot of smaller businesses face is okay, great. I don’t want this business to be dependent on me, but I can’t afford to go hire a massive team to support me. And and so of course, if you’re a bigger business and you’re still dependent on the CEO, you have a little bit more flexibility to go, uh, either enable your, your, uh, your team, your, your executive team or the trusted folks around you start enabling them to make more decisions, to be more involved in the process, to document those processes, to have a voice. Uh, it’s always the, you know, a good test to, you know, hey, can you go on vacation for two weeks and not pick up the phone? Um. What happens? Um, it’s a good test. Um, but for a larger business, um, I wouldn’t say it’s not as complicated, but there’s more flexibility because it’s easier for you to go add to the team or supplement your role. Um, just through pure scale. When you’re a smaller business, you can’t just go hire three people to, uh, to manage your day or to do many of the tasks because the financials may not support it. And so our best guidance there is start with documentation to the example I just gave. That’s a that’s a I wouldn’t say a small business, but it’s not a huge business. It is very owner dependent. And so you can hear it in my story. Right. He’s he’s worried that this asset is unsellable because everything’s in his head. Well the answer isn’t to go hire three people. The answer is let’s dig in and understand what this business is all about.

Brian Dukes: It’s not just about documenting process. It’s about documenting process, understanding the business. How do you win today? How do you win the week? How do you win the month? And then starting to to understand what the real answer is to some of these questions that for the owner they’re very vague. But as I said before, the books tell the story like you can you can create the picture of what this business actually is or what it does or how it operates. And once you have that picture, you can even at a small business, you can either outsource, find small, uh, you know, from a financial perspective, bookkeepers that can help keep you on task and take over more of the billing and invoicing. You can you can bring on interns or virtual assistants or even, you know, AI in certain instances to take over some of the basic tasks, uh, of what you’re doing day to day and then allow you to do owner things like focus on the big ticket items. I don’t think it needs to be this super complicated, uh, situation of like, well, I’m, you know, I’m only a $2 million a year business. There’s no way I could hire three people. So I’m just. There’s nothing I can do. Like, it just is what it is. Um, I’m never going to be able to figure this out. And it’s overwhelming because they know how many things they do. Well, if you go through a process of documenting, working with advisors and operators that have done it before, you’d be surprised at how much efficiency that you can gain by knowing, organizing, and then finding small ways to outsource or supplement your time without having to go hire a huge team.

Trisha Stetzel: Yeah, you don’t have to do it alone, even if you are alone, right? I, I love what you said earlier about having people who have done it before you in the room. And I talk a lot about, um, who’s in your room? You need to have people who are bigger, better, faster, stronger than you in your room, always helping you get where you want to go. So you guys, I don’t care if you’re not even thinking about exit planning. I want you to do something today that’s going to get you where you need to be to exit your business later. So what piece of advice would you give to those who are listening, who haven’t even been thinking about exit planning, but heard you say, Brian, everyone will exit their business one way or another. What can they do today to just take that next right step to prepare for the inevitable?

Brian Dukes: I think the, um, the easiest suggestion that I give to any CEO or business owner is go find 2 to 4 hours of time without your cell phone. A weekend, a morning and evening. Just go find a block of time and have a notebook and let the body and the mind calm down. Some people enjoy having a glass of wine as they kind of relax and try to be really thoughtful about if you could design your business, your business’s exit in the next 5 to 10 years, what would that perfect world look like? And it’s not just I want $100 million in my bank account that’s, you know, that’s great. Everybody wants a little bit of money. This is what do I want for my people? Like, how do I put that that person that has helped me push this business forward. What is their ideal situation like? What am I trying to accomplish for them? Do they want a bigger role? Do they want, um, equity? Do they want to be, you know, part of this team long term if I, you know, trying to help them have enough experience to go, you know, build their next company. Um, who’s the ideal buyer? Right. Is it, is it, uh, somebody local in your market? That is going to is going to take care of the asset that you’ve built or is it, you know, a strategic, maybe even competitor, like, what would that feel like to have that conversation or a really big, you know, private equity, get some negative stigma sometime. But the idea of more of a financial buyer, somebody that’s, um, you know, they’re not going to be as focused on your people.

Brian Dukes: They’re buying you for more of a financial win for themselves. But long story short, sitting down and really trying to be thoughtful of designing, like, what is what do I want out of that exit in the future? And how do I feel about that exit? And what do I want to do in my in my life? And it’s one of those things could be I just want to run this business until I, I can’t run this business any longer, and that’s okay. But it also, even if that’s the case, it helps you think about and be honest with yourself of like what you’re trying to accomplish with this asset that you’re building and the life that you’re trying to design and the lives that you’re impacting with the employees that you that you have. To me, one of the one of the the the only things that are worse than not doing anything is trying to do something in regards to exit planning, but not knowing what you want as the end game. Um, it’s like any other analogy in life, you know, if you, if you start running down a road and you don’t know where you’re going, like, you might as well not run. Um, it’s I think it’s so important kind of the theme of some of our, some of the things we’ve already talked about of like really being thoughtful of the life that you’re trying to build and what you want to accomplish, and understanding that the thing that you’ve built is probably going to impact others. I had a CEO who we had done a really nice job, I think planning for the exit, who had been really thoughtful of putting, uh, his employees in great position.

Brian Dukes: A lot of people, you know, they made some life changing money. Um, as part of the acquisition. And he called me a couple weeks later and he said, we didn’t talk about it around the dinner table a whole lot during the process. But I told my kids over dinner last night that we sold the business, and the kids started crying. Um, because they had grown up knowing my dad and mom, you know, are the owners of this thing. And now my my, my dad doesn’t have a job. He’s out of work, right? As children, they don’t understand the implications. And it really struck me that, like building a business is is, you know, a community effort and, you know, being really thoughtful of like, what this means to your employees, to yourself, to the, you know, who’s the ideal buyer? Even your kids, I think I think it’s a really important thing now, functionally, um, a bit self-serving. You know, we always start our relationships with clients saying, understanding what your business is worth going through evaluation process, organizing your financials, and just getting a really high level understanding of what it is that you’re building towards is really important. Um, that’s our starting point of where we where we begin with every client and we think it’s it’s a great place to start. But, you know, I just I’d really encourage people to be really, uh, try to quiet it down and really be thoughtful about what that future looks like.

Trisha Stetzel: Yeah, I love that. Something that I’ve seen through our entire conversation today is the care that you have for the people that you’re working with. And I really feel like another special thing that you’re bringing to your clients is this idea of building a relationship. And I see that and I think it’s very thoughtful. So, yeah, thank you for for doing that. Because oftentimes when people think about exit or M&A or those words come out of anyone’s mouth, it sounds cold, Right. It doesn’t sound like a relationship or some place where someone really cares, and I see that coming from you. So thank you for bringing that to our conversation today. So I happen to hear from a little mouse that if folks are listening and they want to engage in a first step with you, that you might give them a special deal. I’m just saying. Um, would that be the case, Brian?

Brian Dukes: Yes, please. Uh, thank you for mentioning that. Um, and yes, for anybody listening, uh, please email me, uh, Brian, Brian at xyz.com. Uh, in the in the subject to put Houston Business Radio and happy to give you 20% off, $1,000 off our valuation and exit readiness process. Uh, it’s a four week process in which we just help you better understand, um, your business, help you get a little bit organized, give you a view of what buyers are going to look at, and you get to spend a little bit of time with myself and my team. And, you know, we’d love to be helpful, so please reach out.

Trisha Stetzel: Love that. Thank you Brian for that. I really appreciate it. And thank you so much for your time today. This has been an amazing conversation and I can’t wait to have a follow up. I think we should do this again in a few months.

Brian Dukes: Anytime. Thank you. Trisha.

Trisha Stetzel: Yeah, absolutely. All right guys, that’s all the time we have for today. If you found value in this conversation that Brian and I had today, please share it with a fellow entrepreneur, veteran or Houston leader ready to grow. And as always, be sure to 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 built one intentional step at a time. So stay inspired, stay focused, and keep building the business and the life you deserve.

 

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