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Search Results for: marketing matters

Mastering the Art of Partnership: Strategies for Growing Your Coaching Network and Client Base

January 14, 2026 by angishields

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Scaling in Public
Mastering the Art of Partnership: Strategies for Growing Your Coaching Network and Client Base
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In this episode of Scaling in Public, Lee Kantor and Stone Payton, with special guest Trisha Stetzel, conduct a live coaching session focused on expanding their network of “studio partners”—coaches and consultants who use their methodology to grow their own practices. The team discusses refining their partner profile, leveraging interviews as a marketing tool, and prioritizing outreach to coaches affiliated with larger brands. They set clear targets and actionable steps for the next quarter, emphasizing strategic focus, relationship-building, and the importance of nurturing partnerships for sustainable business growth.

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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

  • Business growth strategies focused on building a network of “studio partners.”
  • The concept and definition of a “studio partner” in the coaching and consulting industry.
  • Importance of nurturing relationships and systematic follow-up with prospects.
  • Balancing immediate sales opportunities with long-term partnership development.
  • Criteria for selecting ideal partners and interviewees for strategic outreach.
  • Utilizing interviews as a marketing tool to build credibility and connections.
  • Exploring strategic alliances with larger brands to accelerate partner acquisition.
  • Setting measurable growth targets for expanding the partner network.
  • Prioritizing outreach efforts based on the ideal partner profile.
  • Commitment to continuous improvement and adaptability in sales strategies.

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 Burks Intercom 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 and we have our very special host once again, Trisha Stetzel. Welcome back.

Trisha Stetzel: Hey. Thanks, Stone. I’m so excited to be here with you gentlemen today. Are you guys ready? Ready for this or not?

Stone Payton: Yes.

Trisha Stetzel: Ready or not, here we come. Okay. Our first session. So, uh, last session was our discovery call. Really honing in on what are the things that you want to do today? I want to focus on the first 90 days. So we’re going to requalify the 100 shows. We’re going to talk a little bit about that. But I really want to focus on and drive some action to the first 90 days. Agreeable?

Stone Payton: Agreeable.

Trisha Stetzel: All right. Fantastic. So as always, I’m going to check in on your actions or commitments from the last time we met. Lee, you committed to be more to be more coachable and trying new approaches. How has that shown up for you? Just over since our last session.

Lee Kantor: Well, it showed up several times, obviously, in our conversations about video recording. So I feel like I’m giving you my opinion about it and am open to, um, exploring video recording. So I think that’s an example of being coachable.

Trisha Stetzel: Yeah, I love that. And Lee, thank you for being open to that. And you know, we talked about this. You are looking for some pushback and some new ideas and some fresh, um, interjections, if you will, on things that, uh, these coaches know are working out there. So thank you for that. All right, Stone, you committed to taking off your sales hat and being a little more transparent. How’s that showing up for you?

Stone Payton: It has shown up for me in my personal life. I had a tough situation this past weekend, and I had to deal with a very good friend and get past that strain, and I really do have the ability to have driven that conversation in a different direction and coated over pretty good and keep moving. I didn’t do that. I opened a kimono. I was completely transparent. Took my sales hat off. Off if you will, and I’m really glad I did. So it’s kind of like a practice round to bring back into the business arena.

Trisha Stetzel: Okay, I love that. I love that you guys are really thinking about these things in between our sessions. So let’s just dive in. Um, as we step into first quarter, we’re only a couple of weeks in, right? Uh, in our first real coaching session, what activity or numbers already describe your reality. Where are you at today as we jump into first quarter?

Stone Payton: I can start where we are today is I have more opportunities than you could swing a cat at, to have conversations with brand new people who are interesting, doing great work are probably prospective either direct clients or referral sources. Good people to know to have in our circle and their um, and some of them are in my mind are probably quality candidates to become some version of that tiered system we talked about last time, and maybe ultimately, someone who is running a market and following our methodology and using it to grow their business and using it to, um, to to grow the Business RadioX, uh, business. So I’ve got all that going on. And it occurred to me this morning, I, I wonder if if, um, the opportunity is easy maybe is not the right word, but I don’t think it’s as precious to me anyway as it should be, because a lot of people that I know in small, medium sized business, I mean, they would give their right arm to be able to to turn the dial like I can and meet virtually anybody they want to and have a substantive conversation. And I think maybe I’ve become desensitized to that. So it’s not as organized as it ought to be. It’s not systemic. And I’m not treating each one with the degree of preciousness. Then maybe it should be.

Trisha Stetzel: Yeah. All right. It sounds like some opportunity there. Yeah, right. Yeah. Okay. We can dig into that a little bit more in a few minutes. Lee, would you like to weigh in on this as well?

Lee Kantor: Yeah. I think that our activity that we do on a regular basis is we have the ability and this is our methodology of inviting people to come on shows. And we do that to help them get the word out about the work they’re doing. But it also puts them into our pipeline to possibly sell them something down the road. Um, and we just have a that is working perfectly. It’s worked for 20 years. This kind of system and approach that we have on doing this. And that’s what kind of unlocks all these opportunities with these individuals moving forward. So that’s what’s working right now. Um, I think we can always be doing a better job once we’ve connected with them and we’ve started building a relationship with them, that we can continue to nurture them and follow up with them and continue to serve them more over time until they are ready to, to potentially buy something from us.

Trisha Stetzel: Okay, great. And so I want to dive into what’s what’s happening now that’s going to connect you to that 100 partner vision. But before we get there, let’s talk about what a partner is stone. You want to tackle that first.

Stone Payton: And we touched on this last time right. Because but right now in my mind and I think in these, uh, a studio partner is an individual who in most cases already has an existing professional services business practice, at least at this point, I think business established business coaches, and if they have a little bit of a if they have a hole in their swing at all, they don’t have this consistent flow of qualified discovery calls. Um, but otherwise they’re, They’re there. They’re doing great work. They’re good practitioners. They’re doing great work when they can get it right. And so a studio partner is that person. For example, let’s pick a market we’re not in. In that regard in San Diego. And they’re using our methodology our brand equity, all that stuff to first and foremost grow their coaching practice or their consulting practice or their fractional exit practice in that market. And then as they mature, we’re showing them how to turn around and and help other professional services providers in that market with the methodology and all that. And in my mind, the, um, the moniker for that, the, the label for that is studio partner. One of the reasons we’re wrestling with that is, at least in the initial going, they don’t really have to have a physical studio to make that work and get it off the ground. I will tell you, I believe with all my heart and mind, and I’ve seen a great deal of anecdotal evidence. They’ll help more people and make more money if they will establish at some point a physical studio. But that’s what, in my mind, that’s a studio partner. I’d love to have 100 of them by the end of next year, and a thousand of them before I hang up my cleats.

Trisha Stetzel: Okay, I love it. Uh, do do you want to weigh in here? What’s happening now that connects us to that 100 partner vision?

Lee Kantor: Yeah. To get clarity around that individual, they have to, you know, kind of have a heart of service. That quality has to be there. They have to want to sincerely serve their business community. They want to increase their reputation and authority within that community. Um, and they’re tired of being that best kept secret. I mean, I can’t tell you how many coaches I’ve interviewed that that is one of their big pain points, that they feel like they are a good quality coach that delivers good quality coaching, but just not enough people know they exist and that that’s frustrating for them.

Trisha Stetzel: Mhm. Yeah Absolutely. And I know we’ve had a lot of conversations around that as well. So can we put some numbers around this because we want to have a starting point so that we can get to what does the end of first quarter look like? So where are we at today on. And I know we talked about it the last time we met, but let’s talk about it again today so we can put a number to it. Where are we at today with studio partners?

Stone Payton: Current reality is nine and that includes me and Lee. But Lee and I do each have a studio, but that’s the current reality is nine.

Trisha Stetzel: Nine okay, so Lee, let’s imagine it’s March 31st, 2026. And you say first quarter was a win and we’re on pace for 100 partners. What would that look like?

Lee Kantor: What what does being on pace look like?

Trisha Stetzel: Yes.

Lee Kantor: So um, in my mind there’s two targets when it comes to what that success looks like. One is we have to be in front of more individual coaches that raise their hand and are attracted to this. But simultaneously, I think it’s important for us to be in front of some larger brands. Um, and explain how our business development platform helps their coaches within that brand, uh, be successful. So I would like to, in addition to having a numbers aren’t my superpower here. So uh, uh, uh, momentum with individuals but also momentum and actually piloting some tests with some brands that maybe serve coaches, um, and us showing them how they can implement and bolt on our service as part of their service so that we can get, um, multiples so we don’t have to kind of chase 100 individual coaches. We can go into a brand that might serve coaches in general. And then, you know, get ten, 20, 50 of those in one swing if we can just implement our service within their service. Okay. So I would like to pilot if I was going to put a number on one thing, it would be at least one pilot of some brand, uh, during that 90 days, that to me, uh, seems realistic, uh, to put a number on how many coaches would I be high fiving? That’s a harder number. Um, as long as we were getting kind of momentum in the direction I would be high fiving. But I think it’s reasonable, because I don’t think we need a lot of partnerships with brands. And I think the partnerships with brands are the accelerant. We need to get to that number in the most efficient manner possible.

Trisha Stetzel: Yeah, I like that. Uh, so we’re really talking about strategic alliances. So people who are already serving your ideal client or who, you know, is your ideal client today. And we’re going to tackle that again, in in our next session. So, Stone, I’m going to come over to you because you said something that I’m curious about. You said you have enough people. You didn’t say you’d swing a cat at them, but you said that you have enough in the pipeline to swing a cat at. So let’s talk about numbers. What does that look like for you?

Stone Payton: Well, I’m glad you asked, because I wanted to pipe back in on this because, um, I, I was looking at our ratios at the studio level. Like, when we bring in somebody, we bring in at San Diego Lady, and we work with her if she’ll follow our methodology and do it our way for a while and then kind of, you know, get creative, she’ll experience. 1031 1421 she’ll if for for every, um, ten people that she has in the studio, three of them will want to have a conversation about having a custom show. One of them will buy and it’ll be a 14 to 21 day selling cycle. So I was taking that. I would like to think that we can do that at this level, too. And I know I can turn the valve and talk to 50. I just talked to have like a substantive conversation with 50 people in that that quarter. And if that’s all true, then I feel I feel like, um, I, I think a reasonable number, even at that level where you’re going direct one, one, you know, down that ratio scale that we could have five new studio partners by the end of the quarter. Um, and then I really think that’s true. If we even get one solid brand like a like like if coaches are, if we’ll get some better coaching, maybe on our ideal client, uh, profile. But if coaches really are the thing, how cool would it be if Focal Point said, all right, we’re going to take a swing at this with five coaches or you know what I mean. So so that could happen like that. So for me I’ve got a number in my head at the moment. And that’s five because and I know that’s not 25% of a hundred, but you but you got the traction you got. I would feel pretty darn good about that.

Trisha Stetzel: Right? And then and then you know what you’re looking for and you know how to bring them in. You know what’s attractive to them. And you already have the systems in place. Are there tweaks that you need to make depending on whether they’re an in-studio or remote studio or mobile studio? Right. Uh, and that would have to be looked at as well. Okay. I love the idea of five. I also love the idea of building at least one partner relationship. Uh, that’s really tight. So, um, Lee mentioned that one strong partnership that you could pilot is something that he would like to go after. So Stone as his partner, do you have a line on those types of relationships or is that something you need to go figure out?

Stone Payton: I definitely need to go figure it out. I’ve got a little bit of intuition, instinct. But no, I, I don’t have a direct line of saying, okay, this is this is the path. Here’s who we want to go build that strategic relationship with to get us to that five. I don’t have that well defined.

Lee Kantor: Okay. That’s where if I mean, if there’s a coach out there that has skills in building partnerships, hey, bring them on this call and let’s, uh, let’s let them coach us up, because I think it is important for us to pursue that channel. And, uh, we obviously need help, so.

Trisha Stetzel: Okay. Awesome. There we are, being vulnerable and open to open to coaching I love it. Um, okay. So can we play around with that for for just a few minutes? Gentlemen, the building, uh, healthy partner pipeline. Because Stone, what I heard you say is that your system already works to bring you the people that you want to have on a show that you can have conversations with. And you have your sales process built in, and you talked about the. 1031, 14 to 21 you already know that works. So where do you start with building this healthy partner pipeline.

Stone Payton: So the front end of it can look exactly the same as far as the, the the tactics, the the mechanism. I think we can get more targeted about that’s the people we’re going to use this media platform or these 2 or 3 media platforms to draw those people into our circle. Once we figure out who those people are and we can stay more brutally focused on that. I have a great sales opportunity that I got to write that note on. I was telling you about earlier. I’m going to be real surprised if they don’t sign off on the direct client thing, the thing we’ve been doing for 20 years. It would really be better in the long run for what we’re trying to do. If sure, we’ll do that. We’ll help you. Like it’s almost like, yeah, and we’ll do this thing too. What would really be great is if they if they teamed up with us in this partner regard, it’s it’s probably better for them. And I know it would be better for us. And so I mean, it came up a little bit yesterday and Lee kind of leaned in that direction and it would have been my, um, without that, you know, I would have just hammered on let’s get this deal, which, you know, that’s not what we want. What? Not what I want to do anymore. Just go get the next deal I want to. Yeah. I don’t know if I answered the question.

Trisha Stetzel: No. You did. No, I think this is really good. So, Stone, what’s one what’s the next step with this particular, uh, person that you would rather be a partner than just a client? Uh, what can you do in the next few weeks to adjust the next conversation?

Stone Payton: Well, first, make the decision is, is it prudent to try to pull that off with this one? Because I think he’ll buy the other thing and it’s good money and I know we can pull it off. So so that is or make the decision okay. We’re going to do what we do and hope we can do the partner thing with that guy. But on the next one we’re going to do the partner thing. Hell or high water? That’s an idea. Um, maybe. And, um, just make the decision to do it. Make a decision that that’s the target. Okay.

Trisha Stetzel: And decide what the priority is. Right. What’s important?

Stone Payton: And decide what the criteria are for making. Deciding that that’s the target. Okay. Because we can both make a very comfortable living just doing what we try to get other people to do. Of course. Yeah. Well, this is a different thing. So it is literally taking my sales hat off now, getting more strategic.

Trisha Stetzel: Stones completely open to this whole coaching process at this point. Uh, and I appreciate that. I really do, because this is sometimes it can be a little uncomfortable because you know what you know, and you’re really good at what you know. Now you’re going to figure out how to get those partners in the door. Right. If that’s what you want to focus on. So, Lee, I want to come back over to you. Do you have other ideas or thoughts? Comments on what Stone and I have been talking about, or even other things that we might want to focus on or bring priority to in the first 90 days.

Lee Kantor: Well, um, I do have thoughts. Um, and it’s it’s probably contrary to both of what you were discussing. Um, I think for this one deal, I think we should close the deal with the thing that they want to buy. And then after we start working together and, you know, prove us to them. Them to us, then we pursue this second tact of more of a systemic solution. Um, and then the challenge, and then I’ll push back a little also on the what works in a studio and the number formula that works in the studio. I think it works in a studio because there’s a human to human in person, visceral feeling that happens in a studio that isn’t happening virtually. And, um, we have not cracked the code on how to create that visceral Aha moment. Oh, I get how this works and how this can work for me. That happens when you’re in person, uh, remotely and virtually. So, uh, I don’t know if that formula, just because it works in person equally works as well. Um, virtually. So. Okay, that’s that’s part of why I’m, uh, we’re we’re exploring this avenue of of, uh, marketing experimentation. Uh, you know, this is us sharing what we’re trying to do to grow, but it’s also a marketing tactic for us to grow. So, I mean, I don’t want to mislead anybody here, but we’re trying to grow our network, so we’re, um, getting an opportunity to share why someone should join us on this mission. And, um, we get to talk to a lot of the people that either, um, are prospects for us or know potential prospects for us. So Marketing, uh, our brand and expanding our network is the objective. This is a marketing tool that we’re we’re using this exercise for.

Trisha Stetzel: Yeah, absolutely. So just to clarify and come back stone on the five that you would like to close with, are they in person like live studios or are they remote locations.

Stone Payton: So it’s really fine with me and I think plausible to do it, just like I did. Cherokee Lee and I operated out of the same studio for many, many years, and I moved out to to Woodstock, Georgia. It’s a suburb of Atlanta, and it’s in a county called Cherokee. But 6 or 8 months before we moved, uh, from the big house to to the house we have here in Woodstock, I went ahead and started cranking up Cherokee Business radio virtually. And then I came to, uh, a co-working space, actually two different co-working spaces. So mixed in a little bit of live stuff with like this remote kit that we have. So to me that’s perfectly plausible. And but to so yes physical studio. That’s the way to do this. That’s what I want is five people doing that. It’s okay with me if it takes them six months to a year to get there. And I’m not going to, you know, cry in my beer if they don’t ever get there and they stay virtual, that’s better than, you know, that’s that’s moving, moving. But I, I mean, that’s how I got Cherokee going was virtual then a little bit of, you know, like Radio Day on Fridays and then started bringing them into the actual studio once I got here.

Trisha Stetzel: Okay. So if this is for both of you, from a priority perspective, you can you can continue doing what you’re doing and pursue the people that you already have in the pipeline to see what decisions they’ve had, they will make down the road. Or do you focus on these partner relationships? So I’m just throwing it out there. Um, Um, who wants to take that one?

Lee Kantor: Well, I don’t think it’s an Or. I think it’s an and.

Trisha Stetzel: Okay.

Lee Kantor: Because a lot of the people that we’re meeting by doing the activity or we’re doing of interviewing coaches, um, some of them have relationships with these brands, and some of them are the entry point into the brand. So I don’t see it as a, um, you know, an either or, um, you know, I and I don’t I see, I think it’s a more elegant way to approach the brand if we’ve already have some relationship with one of the people within the brand, as opposed to just kind of going to the CMO of the brand who doesn’t know us and doesn’t have any relationship with us, and no frame of reference of how we do what we do or why we do what we do. If we can come on the back of here’s an interview that is probably one of the best interviews that person ever had and that, um, they see where it’s published, they see that, um, you know, it gets, supported online on LinkedIn. They see some of the things that we do with the content. It’s easier then to at least have the beginning of a conversation about why it might be useful for them to partner, as opposed to us just being some, you know, a stranger to them.

Trisha Stetzel: Okay, so just, um, telling you what I heard. So what I heard is you’re using these individual interviews as a strategy to build partnerships down the road. So the focus is still building the partnership, although you’re still doing individual work. And those may turn into studio partners, potentially. But it really is the strategy to get to the bigger brand. Did I hear that right?

Lee Kantor: Right there. That’s the top of the funnel. Okay. That that work. Uh, the interviews for us is the top of the funnel.

Trisha Stetzel: Okay. Perfect. Uh, Stone, what are your thoughts?

Stone Payton: I think he’s probably right, because he almost always is. Um, And just from a gut level, I have witnessed in a variety of domains the power of extreme focus. So if there was and again, maybe this doesn’t have to be either or, you know, might put him in one direction and me in another. I have seen the power of extreme focus and I could it wouldn’t bowl me over to learn six months from now that when one of us maybe came over here and said, no, I’m not doing any more individuals. I’m only talking to CMOs of brands, I’m going to build a relationship with them. I’m going to tell them why they ought to partner with us, and I’m going to sell them. So I. And I can’t say I disagree with anything he has said as a strategy, but I have seen the power of extreme focus, you know, over the years.

Trisha Stetzel: Sure. Absolutely. So in the first 90 days, what do you want to do?

Lee Kantor: Well, you’re the coach. What’s your recommendation?

Trisha Stetzel: I appreciate that, Lee. Um, focus. Laser focus is really where you guys need to find yourselves. If you set a goal and you both go after it, then you’re going to get it. So I would just ask together, what do you want to go do? What’s most important. And I’m not saying not to have your funnel. You need your funnel. You’re still using those individual conversations to get where you want to go. So don’t stop doing anything. How do you just focus those conversations and relationships? Back to partnerships.

Lee Kantor: One quick I’m hearing you say that partnerships should be the priority.

Trisha Stetzel: I heard you say, I heard, I heard you tell me both. Both of you agreed that partnerships are really important in this business, right? They are. I’m not telling you that you should pursue those. I want you to think about where your business is at, and where you’re going to get the biggest bang for your buck.

Stone Payton: So one idea that occurs to me if we choose to do this laser focus thing, but we agree that it’s a pretty solid strategy to build a relationship with an individual practitioner inside a system, inside an established system, like a coaching franchise or an executive or fractional executive, uh, franchise or something, is maybe exercise a discipline of all or most of those individuals that we avail, that we make our our thing available to and that we pursue that. One of the criteria is they got to be part of a system. It can’t be, you know, Jim Bob’s coaching. It has to be, you know, Jim Hernandez, certified coach and part of this system or he’s been trained. Part of the system. I mean, I’m just I’m throwing that out there. I’m not recommending. I’m just I could see that if you establish that criteria, it might help achieve that focus.

Trisha Stetzel: Yeah. Okay.

Trisha Stetzel: Lee, what do you think about that?

Lee Kantor: That sounds good.

Stone Payton: I took my sales hat off. Lee, I’m not trying to sell you on it. I’m just thinking out loud.

Lee Kantor: No, I mean, again, to me, I look at everything as an experiment. So if this is the experiment that we’re going to. I mean, we’re not changing that. We’re going to pursue individual coaches now we’re tweaking those individual coaches are going to be always under some larger system, and then those are the only ones that make it into the pipeline, so that each one of those has the potential to reach a CMO of one of those brands, because we have now a path to them. And it’s not a cold call to that brand. It’s a path through somebody that already knows, likes and trusts us. So it gives us a better chance to get in front of the system. The head of the system to at least have an exploratory conversation about whether this is something valuable or not.

Trisha Stetzel: Yeah. Good. All right. Stone put his sales hat back on. I can’t wait to hear this.

Stone Payton: Then I’m going to hush and listen. But what if the what if part of the strategy was we identify the part the strategic partner for, you know, we get better and better at that. And we’re. And then we say to ourselves, okay, we’re going to interview five practitioners within that system. And then with that foundation of five which we can get, I guarantee you I can make that happen. This thing works. Then through whatever else we build, that’s part of our process for having a substantive conversation with whoever it is the CEO, the CMO, the brand manager, or whatever. And so we’re going to go hit these 22 systems, and we’re going to and the way we’re going to get to them is first we’re going to interview five other people And then we’re going to interview or reach out to the actual target. Okay.

Trisha Stetzel: Yeah, that sounds like a that sounds like a great start. So here’s what I want you guys to think about is you don’t need to stop doing anything, but you do need to think strategically about the conversations that you’re having. You probably already have people in the pipeline. You’ve got people lined up that you’re going to have conversations with. You never know where those might lead. Listen, we’re going to go we’re going to go build the ideal client profile and marketing and all of that stuff to go talk to the people that you really want to work with. But other people are going to come in and say, hey, can you work with me? Right. So we don’t want to discount that. I just want you to refocus and think about it strategically. Is this conversation that I have scheduled or that I have today going to get me where I want to go? And if building those partnerships is important to you, then that’s the question you have to ask. Is this conversation going to lead me to where I want to go. Thoughts?

Lee Kantor: No. I think you’re right on the money. And I think it requires us to stone. We’re talking about the word precious earlier, but we have to be more precious on who gets through the pipeline into the interview funnel. And we have to decide, okay, this person seems like a good coach. They might be fantastic, but they don’t meet the criteria of being part of a larger brand. So then they have to, you know, they can come on in six months, but they can’t come in in the first quarter. The first quarter is precious because the only people we want to be interviewing in the first quarter are people that are have some attachment to a larger brand.

Stone Payton: And we could even. Yes. Agreed. And we could even have a relief valve and say, hey, let’s get them on a show. I got 258 to choose from, right? Let’s get it. Let’s, you know, if we really, you know, we’d still be, but not let’s don’t invest my time and yours on it. Maybe. Right. Yeah.

Trisha Stetzel: Okay, so what I’ve heard you say is that most important in first quarter is building relationships with partner brands. And the focus or one of the ideas is to create a way to filter out those that you want to talk to first, because strategically, they could lead you to that partner brand that you’re looking to have a conversation with. Is that right?

Stone Payton: Yes. There’s a lead to it. Um, and it’s the when for lead two for me, though at the moment anyway, is I’m going to go to the CMO or whoever we identify. I’m not going to I’m not going to rely on those people to team me up, necessarily. But I like having that foundation that as I’m having that conversation, five of that, that that lady that the CMO who’s running things, five of her practitioners that she thinks are really strong and that we have that track record. So I’m not coming to her just with a yeah.

Trisha Stetzel: Oh. Nice idea. So what I heard you say is you would go to the brand, the home office brand, and say, I want to interview five of your top people. Who are they?

Stone Payton: So that to maybe we should talk about that. So I hadn’t thought about just going there and and going that way, which maybe that’s the I was just thinking what a luxury or how strong it would be from a positioning standpoint. If I am talking to that person to say, you know, here’s what we’ve learned so far, because we’ve interviewed five of your people and they did a great, you know, and this person. So I was thinking that way. But but what I’m hearing.

Lee Kantor: Like her way better. All we have to do is interview one of their people and then go right to the CMO and say, hey, I just interviewed one of your people. She was great. Do you have three others we should interview? And then now that person, the CMO, is going to be like, yeah, that’d be great. Like that. Like that’s a total win for them.

Stone Payton: Yeah. And that’s more streamlined and direct and.

Trisha Stetzel: Okay, so being mindful of time, It’s time to wrap this show up or this coaching session. Uh, do you feel like we made progress today?

Lee Kantor: Yeah, 100%.

Stone Payton: Yeah I do.

Trisha Stetzel: Okay, fantastic. So what’s one action that you can take between this session and our next session that will get you closer to what we were talking about today?

Lee Kantor: Well, one thing is we’re going to go back through all of our previous guests and then kind of make a mark on who we’ve already interviewed that is part of a larger brand. And then from there, we can then decide how to approach the brand with that strategy of, hey, we’d love to interview, you know, a few more of your people because this person did such a great job.

Trisha Stetzel: Awesome. All right, Stone, how about you?

Stone Payton: I think that’s a marvelous idea. And I think we in order to do it going forward, I think we invest some some energy. And it might be we put some, you know, a staffer on it. Let’s go identify whatever the I don’t know what the number is. Let’s go identify 25 brands that seem like, okay, that these who were going after. And maybe that’s just good prep for the professional council. We’re going to get on really honing that down. But I think that sounds like good activity, good productive preparation to get the most out of that session.

Trisha Stetzel: Yeah, absolutely. And you know, guess what? Next session is about identifying who your ideal client profile is. Right. And what is that where. So how do we get in front of those people? Uh, so very timely. Gentlemen, this has been a fantastic session. I appreciate your openness. I appreciate your allowing me to ask you so many darn questions today and not give you all the answers, because that’s what I’m supposed to do as a coach. But I think that we pulled some really good things out in our session today. Yeah.

Stone Payton: Fantastic. Well, thank you again. This is. This is marvelous.

Trisha Stetzel: Okay. All right, you guys, today we turned your one year vision into a focused. At least get started. What are the next steps for your 90 day plan. And you’ve defined your starting point. You created that objective that we talked about today. And each of you has a clear action to complete before we meet again. So until then, I hope you guys have a great week.

Stone Payton: Thanks, Trisha.

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 brks. Com to download the free Business RadioX playbook.

 

James Daniel on Financial Planning and Tax Strategies

January 6, 2026 by John Ray

James Daniel, The Advisory Firm, on Comprehensive Financial Planning, Tax Strategies, and Planning for Retirement (North Fulton Business Radio, Episode 930), with host John Ray
North Fulton Business Radio
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James Daniel, The Advisory Firm, on Comprehensive Financial Planning, Tax Strategies, and Planning for Retirement (North Fulton Business Radio, Episode 930), with host John Ray

James Daniel, The Advisory Firm, on Comprehensive Financial Planning, Tax Strategies, and Planning for Retirement (North Fulton Business Radio, Episode 930)

On this episode of North Fulton Business Radio, host John Ray welcomes James Daniel, owner of The Advisory Firm in Alpharetta. James discusses his journey from electrical engineer to day trader to financial planner, sharing how his father’s experience losing 30% of his retirement savings in the 2000-2002 bear market shaped his planning-focused approach.

James explains his unique practice model that combines financial planning, investment management, and tax preparation under one roof. As an IRS enrolled agent, he provides clients with integrated tax planning throughout the year rather than just transactional tax preparation. He discusses the importance of stress testing retirement plans against different market scenarios, particularly after 16 years of strong bull market returns, and why sequence of returns risk matters more than most people realize.

The conversation covers James’ fee-only fiduciary model, how he helps clients navigate financial noise from social media, and his approach to working with both young professionals and retirees. He emphasizes reverse engineering financial goals and building comprehensive strategies that address investments, taxes, insurance, cash flow, and estate planning.

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

  • James’ father lost 30% of his retirement savings in the 2000-2002 bear market after being placed in highly-rated technology mutual funds, which prompted James to focus on comprehensive retirement planning rather than just investment selection.
  • The Advisory Firm offers a unique “personal CFO” model that combines financial planning, investment management, and tax preparation, allowing clients to work with one professional who understands their complete financial picture and can provide integrated strategies.
  • After 16 years of strong bull market returns, James advises clients to stress test their retirement plans against different scenarios and be realistic about future return expectations, particularly regarding sequence of returns risk when stepping into retirement.
  • James operates as a fee-only fiduciary, which eliminates sales pressure and product commissions, allowing clients to engage for just financial planning if that’s all they need, or add investment management and tax services as appropriate.

Topics Discussed in this Episode

00:20 John Ray introduces the show and guest James Daniel
02:06 James Daniel introduces The Advisory Firm and his financial planning approach
02:51 James’ backstory from electrical engineer to day trader to financial advisor
04:08 His father’s retirement experience and losing 30% in the 2000-2002 bear market
05:31 Learning the business and starting his own practice in 2006
06:20 Lessons from the dot-com bubble and 2008 recession
08:39 James’ engineering background and how process thinking applies to financial planning
09:31 His strategy development approach and reverse engineering financial goals
10:28 What makes James different from other financial planners
11:51 Incorporating tax preparation into his practice
13:25 The value of holistic tax planning versus transactional tax prep
15:43 Current market conditions and advising clients in early 2026
17:30 Walking clients through the retirement decision
19:31 Different ways to work with James and his services
21:23 Starting with a financial plan before managing investments
23:05 When to call a financial planner
23:54 Navigating financial advice on social media
24:39 Success stories from his practice
27:32 Contact information for The Advisory Firm

James Daniel, Founder and CEO, The Advisory Firm, LLC

James Daniel, Founder and CEO, The Advisory Firm, LLC, on North Fulton Business Radio
James Daniel

James is a former engineer, stock trader, brokerage financial advisor and for the past 20 years owner of The Advisory Firm LLC, a fee-only financial planning practice in Alpharetta.

James helps clients with developing their financial life plans with a focus on retirement planning. He personally manages the investment strategy for over $100 million for his clients and does in excess of 100 tax returns annually.

LinkedIn

The Advisory Firm LLC

The Advisory Firm is a fee-only fiduciary financial planning practice in Alpharetta. The firm offers comprehensive financial planning, investment management, and tax preparation services, providing what James Daniel calls a “personal CFO” approach for clients. As an IRS enrolled agent, James integrates tax planning with retirement planning and investment strategy, allowing clients to work with one professional who understands their complete financial picture. The firm serves both young professionals building wealth and retirees managing their financial futures.

Website

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, fee-only advisor, fiduciary, financial advisor, financial planner, financial planning, investment management, James Daniel, John Ray, North Fulton, North Fulton Business Radio, renasant bank, retirement planning, tax planning, tax preparation, The Advisory Firm, wealth manager

Shawn Lally on Payment Processing Pitfalls and Cash Flow

December 29, 2025 by John Ray

Shawn Lally, BizPayPros, on Avoiding Payment Processing Scams and Improving Business Cash Flow (North Fulton Business Radio, Episode 928), with host John Ray
North Fulton Business Radio
Shawn Lally on Payment Processing Pitfalls and Cash Flow
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Shawn Lally, BizPayPros, on Avoiding Payment Processing Scams and Improving Business Cash Flow (North Fulton Business Radio, Episode 928), with host John Ray

Shawn Lally, BizPayPros, on Avoiding Payment Processing Scams and Improving Business Cash Flow (North Fulton Business Radio, Episode 928)

On this episode of North Fulton Business Radio, host John Ray welcomes Shawn Lally, Founder and CEO of BizPayPros. Shawn brings over 21 years of experience in the payment processing industry, helping businesses learn about the complicated world of merchant services, lending solutions, and spend management.

Shawn shares how nefarious practices like exploitative equipment leasing and hidden rate increases plague the payment processing industry. He explains why business owners often pay thousands of dollars for terminals worth only a few hundred and how processors use fine print to raise rates without warning. Shawn discusses the risks of auto-approval processors like Stripe, the importance of choosing software that offers payment processing flexibility, and why local, independent service matters. He also covers BizPayPros’ cash flow and working capital solutions for businesses struggling with accounts receivable and introduces spend management tools that can save hours of daily reconciliation work.

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

  • Equipment leasing scams can cost business owners over $10,000 for terminals that should cost a few hundred dollars, with automatic charges continuing indefinitely after the lease term ends.
  • Payment processors often bury clauses in contracts allowing them to raise rates at any time, making decisions in boardrooms based on algorithms that calculate acceptable customer loss versus revenue gains.
  • Processors that auto-approve accounts without proper underwriting may place holds on funds or shut down businesses unexpectedly when risk profiles don’t align with their portfolio requirements.
  • Payment processing integration with practice management software saved one medical office 2-3 hours daily in reconciliation work, demonstrating that choosing the right processor goes far beyond just saving money on transaction fees.

Topics Discussed in this Episode

00:20 John Ray introduces the show and guest Shawn Lally
02:11 Shawn Lally introduces BizPayPros and how it helps businesses with cash flow
02:59 Shawn’s background and career journey into payment processing
03:01 Starting in the restaurant industry as a busboy and managing partner
04:10 Why nefarious players exist in the payment processing industry
05:21 Restaurant industry experience with payment processing and crash kits
07:41 The importance of local, independent service
07:51 Common deceptive practices in payment processing
08:10 Equipment leasing scams and exploitative contracts
12:01 How to identify trustworthy payment processors
14:25 Choosing payment processing software and avoiding being pigeonholed
15:25 QuickBooks, PayPal, and payment processing integrations
16:08 Auto-approval risks with processors like Stripe
18:40 BizPayPros as an independent broker model
20:39 Cash flow and working capital solutions
21:43 Lending solutions for businesses with accounts receivable issues
24:21 Overcoming inertia to make beneficial changes
26:40 Spend management solutions with virtual and physical cards
29:09 Success story: medical practice saving 2-3 hours daily
31:50 Contact information for BizPayPros

Shawn Lally, Founder/CEO

Shawn Lally is an entrepreneur, payments industry veteran, and strategic advisor with over 20 years of experience helping businesses grow through smarter payment processing, business lending, and financial technology solutions. He is the Owner & CEO of BizPayPros, a B2B-focused merchant services and advisory firm built on transparency, speed, and real-world expertise.

Throughout his career, Shawn has worked across acquiring, processing, ISO channels, and alternative lending, giving him a deep understanding of how financial systems impact business owners at every stage of growth. He specializes in helping clients who need flexible solutions, whether they are navigating complex risk profiles, seeking fast access to capital, or integrating modern payment and POS technologies to improve cash flow and reduce operational friction.

Known for prioritizing relationships, Shawn collaborates closely with business owners, referral partners, and agents across the country to develop solutions that are tailored to their specific operational needs, rather than relying on generic financial products. Through BizPayPros, he has helped numerous businesses unlock working capital, streamline payments, and scale with confidence.

Beyond business, Shawn is passionate about mentorship, personal development, and giving back through his initiative “Payments With A Purpose,” where company growth directly supports ongoing charitable efforts.

LinkedIn

BizPayPros

BizPayPros is a B2B-focused merchant services and financial solutions firm that helps businesses simplify payments, improve cash flow, and access flexible capital. Built on deep industry experience and a consultative approach, the company works with business owners across a wide range of industries to design payment, funding, and spend management solutions aligned with real operational needs.

BizPayPros provides end-to-end support across payment processing, POS and software integrations, spend management, and business lending solutions. This includes options for companies that may not qualify for traditional financing or cannot wait through lengthy approval timelines. By working with multiple acquiring, processing, and funding partners, BizPayPros is able to match clients with solutions based on risk profile, growth stage, and business objectives, rather than forcing one-size-fits-all products.

The firm is known for its hands-on service model and relationship-driven partnerships with referral partners, agents, and strategic alliances nationwide. BizPayPros serves as a long-term advisor to its clients, helping them streamline transactions, unlock working capital, and operate with greater confidence.

In addition to its core services, BizPayPros supports ongoing charitable initiatives through its “Payments With A Purpose” program, where business growth directly contributes to giving back in the communities it serves.

Website | LinkedIn | Facebook | Instagram

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, BizPayPros, business lending, Cash Flow, credit card processing, Equipment Leasing, John Ray, merchant services, North Fulton, North Fulton Business Radio, payment processing, POS integration, renasant bank, Shawn Lally, spend management, Stripe, working capital

2026 Hiring Trends: AI, Flexibility, and Salary Shifts

December 29, 2025 by John Ray

Amy Mangan and Stephen Tradd, Robert Half, on 2026 Hiring Trends, AI Impact, Flexibility vs Compensation, and Atlanta Staffing (North Fulton Business Radio, Episode 926), with host John Ray
North Fulton Business Radio
2026 Hiring Trends: AI, Flexibility, and Salary Shifts
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Amy Mangan and Stephen Tradd, Robert Half, on 2026 Hiring Trends, AI Impact, Flexibility vs Compensation, and Atlanta Staffing (North Fulton Business Radio, Episode 926), with host John Ray

Amy Mangan and Stephen Tradd, Robert Half, on 2026 Hiring Trends, AI Impact, Flexibility vs Compensation, and Atlanta Staffing (North Fulton Business Radio, Episode 926)

On this episode of North Fulton Business Radio, host John Ray welcomes Amy Mangan, Market Director, and Stephen Tradd, Regional Director, both with Robert Half, to discuss 2026 hiring trends shaping the Atlanta labor market. Amy and Stephen reveal that 38% of U.S. professionals plan to seek new jobs in early 2026, marking the end of the “great freeze” and “job hugging” phenomenon that defined 2025. These 2026 hiring trends are driven by pent-up demand, understaffed teams, and employees burned out from economic uncertainty and hiring freezes.

The conversation addresses the critical balance between flexibility and compensation in 2026 hiring trends. While 60% of professionals are willing to work fully on-site for higher pay, many top candidates continue to turn down significant salary increases when flexibility is not part of the offer. Amy and Stephen explain why return-to-office policies are not one-size-fits-all and how companies that fail to offer hybrid arrangements risk losing their best talent. They also examine AI’s transformative role in 2026 hiring trends, noting that professionals who fail to develop AI literacy will be left behind, while those who embrace these tools become more valuable to employers.

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

  • 38% of U.S. professionals plan to look for new jobs in early 2026, with Gen Z (45%), tech professionals (43%), and working parents (41%) leading the trend
  • Flexibility often trumps salary, as candidates repeatedly turn down offers with 20-25% pay increases when hybrid work options are not available
  • AI adoption varies by company size, with large organizations building dedicated teams for governance and implementation while small and mid-size businesses leverage existing tools in Microsoft platforms
  • Specialized skills command premium pay, with AI and machine learning roles seeing 4%+ salary increases and overall professional compensation up 2% year over year

Topics Discussed in this Episode

00:20 John Ray introduces the show and guests Amy Mangan and Stephen Tradd from Robert Half
02:20 Introduction to Robert Half’s specialized staffing services across accounting, finance, technology, HR, and legal
03:05 2025 labor market analysis and unusual hiring patterns
03:30 38% of U.S. professionals planning to look for new jobs in early 2026
04:30 The great freeze, job hugging, and why employees stayed put in 2025
06:11 Industries seeing the most hiring activity, including healthcare and nonprofit sectors
06:32 Impact of return-to-office policies and lack of flexibility on employee retention
07:33 Understaffed teams and employee burnout are driving job turnover
08:12 Return-to-office strategies and the challenge of finding one-size-fits-all solutions
09:35 Pent-up demand and digital transformation driving 2026 hiring needs
10:01 Digital transformation and software transitions in finance, accounting, and healthcare
11:01 AI’s impact on hiring practices and required skill sets
12:20 Why professionals need to learn AI tools to remain competitive
13:14 AI adoption differences between large companies and small- to mid-size businesses
15:34 Employers willing to pay premium for AI, cybersecurity, and data analytics expertise
16:18 2026 compensation trends and salary increases by specialty
17:01 Why flexibility matters more than salary for many top candidates
19:35 Perks and benefits beyond flexibility, including commuter benefits and childcare
21:05 Nuance in compensation and flexibility based on company and sector
22:35 Robert Half’s collaborative approach to helping clients understand market conditions
24:08 When business owners should reach out to Robert Half for staffing solutions
26:46 Success stories, including rapid deployment of 25 help desk professionals
28:52 How to connect with Robert Half and access the 2026 Salary Guide

Amy Mangan, Market Director, Robert Half

Amy Mangan, Market Director, Robert Half, on North Fulton Business Radio
Amy Mangan, Market Director, Robert Half

Amy Mangan is a Market Director with Robert Half, overseeing the contract and permanent placement services for Technology, Marketing and Creative practice groups in Atlanta. With 15 years of dedicated tenure at Robert Half, Amy has cultivated a reputation as a trusted leader in matching top talent with leading organizations. Before joining Robert Half, Amy brought 20 years of experience in technology and marketing staffing combined. Her deep understanding of both fields allows her to connect with clients and candidates alike, providing strategic solutions that drive success. In addition to her professional achievements, Amy is an active member of the American Marketing Association (AMA) Atlanta, where she serves on the Membership Committee, contributing to the growth and engagement of the local marketing community. Outside of work, Amy enjoys spending time with her husband, two sons, and two cats.

LinkedIn

Stephen Tradd, Regional Director, Robert Half

Stephen Tradd, Regional Director, Robert Half, on North Fulton Business Radio
Stephen Tradd, Regional Director, Robert Half

Stephen Tradd is a Regional Director with Robert Half, overseeing placement services for contract finance and accounting, administrative and customer support, legal, and management resources in the firm’s Atlanta and Alpharetta offices. With more than a decade of experience at Robert Half, Steve first joined the company in 2009 in Florida and returned in 2023 as Branch Director for the Atlanta Midtown branch, later advancing to his current role. Throughout his career, Steve has earned many professional accolades, including Robert Half’s prestigious Reach for the Stars Award and is a $3 million-dollar milestone achiever, consistently delivering outstanding results. Steve’s competitive mindset, strategic approach, and ability to connect top talent with leading companies have been the driving forces behind his success. Outside of work, Steve enjoys traveling the world and has recently returned from a trip to Zurich, Austria, and Germany. This year alone, he’s visited 5 countries outside of the U.S.

LinkedIn

Robert Half

Robert Half is the world’s first and largest specialized talent solutions and business consulting firm, connecting highly skilled job seekers with rewarding opportunities at great companies. Areas of specialization include finance and accounting, human resources, administrative and customer support, legal, technology, marketing, and creative. Robert Half offers contract talent, permanent placement, and executive search services; it is the parent company of Protiviti, a global consulting firm. In the last 12 months, Robert Half has been named one of Fortune’s World’s Most Admired Companies, one of the 100 Best Companies to Work For, and has also received recognition from Forbes as one of the World’s Best Employers and one of America’s Best Professional Recruiting, Executive Recruiting, and Temporary Staffing Firms.

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: 2026 hiring trends, AI, Amy Mangan, artificial intelligence, atlanta, Beyond Computer Solutions, compensation, contract talent, cybersecurity, data analytics, digital transformation, flexibility, hiring trends, hybrid work, John Ray, labor market trends, Machine Learning, North Fulton, North Fulton Business Radio, permanent placement, remote work, renasant bank, Robert Half, salary trends, specialized talent, staffing solutions, Stephen Tradd

North Fulton Voices 2025 Recap: Attainable Housing

December 19, 2025 by John Ray

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

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

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

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

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

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

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

Key Takeaways from This Episode

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

Topics Discussed in this Episode

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

North Fulton Improvement Network

The North Fulton Improvement Network (NFIN) is a think tank made up of community leaders from a variety of sectors, focused on missing middle housing and the livability challenges confronting North Fulton. We come from the six cities making up the northern half of Fulton County, Georgia—Alpharetta, Johns Creek, Milton, Mountain Park, Roswell, and Sandy Springs—and are working to address the widespread yet little-known financial vulnerability across the region. With stakeholders from sectors including business, nonprofit, faith, government, and citizens, we center our work on five areas of impact, seek to educate the public about these issues, build a network of individuals and organizations with innovative private and public solutions, and connect resources to those in need.

The leadership team of NFIN is Jack Murphy, Nancy Diamond, and Kathy Swahn.

Website | LinkedIn | Facebook | Instagram | Twitter | YouTube

Jack Murphy

Jack Murphy
Jack Murphy

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

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

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

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

LinkedIn

Nancy Diamond

Nancy Diamond

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

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

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

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

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

LinkedIn

Kathy Swahn

Kathy Swahn, President Emeritus, The Drake House
Kathy Swahn

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

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

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

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

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

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

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

John Ray
John Ray

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

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

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

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

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

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

December 19, 2025 by angishields

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

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

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

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

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

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

Transcript-iconThis transcript is machine transcribed by Sonix

 

TRANSCRIPT

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Janneh Wright: Thank you for having me.

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

 

2025 Greater Perimeter Chamber Holiday Open House

December 18, 2025 by angishields

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

Deveney-WhitleyDeveney Whitley, Waterwalk Hotel

 

 

 

Vic-McCartyVic McCarty, Hemophilia of Georgia

 

 

 

Alex-ColemanAlex Coleman, Energy Works ATL

 

 

 

Andre-AlbrittonAndre Albritton, Networking Only ATL

 

 

 

Don-FarreyDon Farrey, Don The Money Man

 

 

 

Juliette-ColonJuliette Colón, Focal Point

 

 

 

Carlos-BarrowCarlos Barrow, Vino Venue

 

 

 

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

 

 

 

Episode Highlights

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

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Lee Kantor: Those are clues.

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

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

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

Lee Kantor: They.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Vic McCarty: Absolutely. Thank you for having me.

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

Alex Coleman: Thank you very much Lee.

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

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

Lee Kantor: So is this your company?

Alex Coleman: It is my company.

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

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

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

Speaker6: That is what I was going to say.

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

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

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

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

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

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

Alex Coleman: Thank you very much, Lee.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Don Farrey: Hi. Thank you for having me.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Lee Kantor: A realtor, somebody that’s.

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

Lee Kantor: You could relate to that.

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

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

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

Lee Kantor: Right.

Don Farrey: That helps you in your older life.

Lee Kantor: You never know.

Don Farrey: No you don’t.

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

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

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

Don Farrey: Thank you very much.

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

Juliette Colón: Thank you.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Carlos Barrow: Thank you for having me.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Lee Kantor: Everybody wins.

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

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

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

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

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

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

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

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

Abby Johnson: Thank you for having us.

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

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

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

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

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

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

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

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

Abby Johnson: Well thank you.

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

Abby Johnson: Mhm.

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

Abby Johnson: Yes.

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

Abby Johnson: Yep. Yeah.

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

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

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

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

Leslie Mack: Yes.

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

Lee Kantor: Of be a detective.

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

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

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

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

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

Lee Kantor: One of you made the other.

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

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

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

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

Leslie Mack: Shout out to the socials.

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

Leslie Mack: Thank you.

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

 

Adam Hatcher and Greg Silberman: The Inner Family Business

December 17, 2025 by John Ray

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

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

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

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

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

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

Key Takeaways from This Episode

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

Topics Discussed in this Episode

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

Adam Hatcher, Twenty One Clear, LLC

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

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

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

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

Website | LinkedIn

Greg Silberman, Ritterband & Co.

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

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

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

Website | LinkedIn

Anthony Chen, Host of Family Business Radio

Anthony Chen, Host of Family Business Radio

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

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

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

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

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

December 17, 2025 by John Ray

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

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

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

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

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

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

Key Takeaways You Can Use from This Episode

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

Topics Discussed in this Episode

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

Bill Ellis

Bill Ellis
Bill Ellis

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

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

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

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

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

Website | LinkedIn

John Ray, Host of The Price and Value Journey

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

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

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

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

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

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

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

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

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

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

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

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

Connect with John Ray:

Website | LinkedIn | Email

Business RadioX®:  LinkedIn | Twitter | Facebook | Instagram

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

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