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AI, Cyber Threats, and Your Business with Chris Noles, Beyond Computer Solutions

July 2, 2025 by John Ray

AI, Cyber Threats, and Your Business with Chris Noles, Beyond Computer Solutions, on North Fulton Business Radio with host John Ray
North Fulton Business Radio
AI, Cyber Threats, and Your Business with Chris Noles, Beyond Computer Solutions
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AI, Cyber Threats, and Your Business with Chris Noles, Beyond Computer Solutions, on North Fulton Business Radio with host John RayAI, Cyber Threats, and Your Business with Chris Noles, Beyond Computer Solutions (North Fulton Business Radio, Episode 880)

In this episode of North Fulton Business Radio, host John Ray welcomes back Chris Noles, owner and president of Beyond Computer Solutions, to discuss what every business, large or small, needs to know about modern cybersecurity threats. Chris breaks down the evolving risks posed by phishing attacks, AI-powered scams, and outdated systems, and why human error remains the biggest vulnerability. He also shares critical updates on the upcoming Windows 10 end-of-life deadline, the importance of password managers and multifactor authentication, and the truth about cyber insurance coverage most businesses get wrong.

Beyond the insights, John announces that North Fulton Business Radio is a proud client and partner of Beyond Computer Solutions. Whether you’re a law firm, healthcare practice, or construction company, this episode is a must-listen if protecting your data and operations matters to you like it does to John and his team.

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

  • Cyberattacks target everyone, not just large organizations. If your device connects to the internet, you’re at risk.
  • Phishing and impersonation attacks are on the rise, and AI makes them harder to detect.
  • Training staff and having robust monitoring tools in place is more critical than ever.
  • Windows 10 support ends October 15, 2025. Businesses should plan device upgrades now to avoid security vulnerabilities.
  • Cyber insurance is often inadequate. Attorney fees alone in a breach can exceed $800,000.
  • Don’t use browsers to save passwords. Use secure password managers like Bitwarden instead.
  • AI tools like Microsoft Copilot can boost productivity but must be deployed securely.
  • Proactive IT partners make all the difference. Responsiveness, strategy, and security should be non-negotiable.

Topics Discussed in this Episode

00:00 Introduction to North Fulton Business Radio
01:55 Guest Introduction: Chris Noles
03:01 Cybersecurity Insights and Risks
09:00 Microsoft Updates and Cybersecurity Measures
11:30 Password Management and Multifactor Authentication
13:12 Cyber Insurance: Are You Covered?
15:07 AI in Business: Opportunities and Risks
17:29 Big Announcement: Partnership with Beyond Computer Solutions
18:39 IT Support and Success Stories
23:05 Conclusion and Contact Information

Chris Noles, Founder and CEO, Beyond Computer Solutions

Chris Noles, Owner and President, Beyond Computer Solutions
Chris Noles, Owner and President, Beyond Computer Solutions

Chris Noles is an experienced virtual CIO and technology consultant for professionals and business owners. Chris has over 26 years of information technology experience and over 24 years of experience as a business owner providing managed IT and cybersecurity services.

Chris began his career in the 1990s providing specialized IT services for law firms and business owners, and many of those same law firms and business owners continue to work with his team of experts today. Chris is a trusted advisor who has provided IT services, compliance, and security solutions to politicians, attorneys, doctors, and executives for organizations of all sizes.

Chris and his firm have over 20 years of experience keeping businesses running so that business owners can focus on running their businesses. His team has also played a significant role in responding to and remediating high-profile cybersecurity breaches. Chris has been featured in multiple articles, providing cybersecurity expert advice to medical and legal professionals who are concerned about protecting their reputations. Chris’s firm has been recognized as one of the top 501 MSPs worldwide.

When Chris isn’t helping business owners solve problems with technology, he enjoys spending time with his new daughter, traveling, and spending time outdoors.

LinkedIn

Beyond Computer Solutions

Beyond Computer Solutions is an Atlanta-based IT services provider specializing in managed IT solutions, cybersecurity, cloud computing, and IT consulting for small and medium-sized businesses. The company helps organizations such as law firms, manufacturing companies, and other businesses protect themselves from cyberattacks and maintain compliance with industry regulations.

Beyond Computer Solutions acts either as a full IT department or as an extension of an existing team, offering proactive management and support to ensure secure, stable, and efficient technology operations. Their approach emphasizes personalized service, industry-specific expertise, and a commitment to building long-term, trusting relationships with clients.

Founded in 2009, the company is privately held and recognized for its attentive, responsive staff and its ability to deliver reliable, tailored IT solutions that help clients focus on growth while minimizing technology risks.

Website | LinkedIn | Facebook | YouTube

Renasant Bank supports North Fulton Business Radio

Renasant BankRenasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has become one of the Southeast’s strongest financial institutions, with over $17 billion in assets and more than 180 banking, lending, wealth management, and financial services offices throughout the region. All of Renasant’s success stems from each banker’s commitment to investing in their communities as a way to better understand the people they serve. At Renasant Bank, they 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

If 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 870 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 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 market, community, and profession. There’s no discrimination based on company size, and there’s 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, and it is recorded inside Renasant Bank in Alpharetta.

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

You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, 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 national bestselling author of The Generosity Mindset: A Journey to Business Success by Raising Your Confidence, Value, and Prices.

Tagged With: Beyond Computer Solutions, Chris Noles, cyberattacks, cybersecurity, cybersecurity services, cyberthreats, IT support, John Ray, managed IT services, managed IT support, North Fulton Business Radio, outsourced IT services, phishing

Ditching Google Ads: Criminal Attorney Joshua Baron’s Referral Practice Revolution

July 2, 2025 by John Ray

Ditching Google Ads: Criminal Attorney Joshua Baron's Referral Practice Revolution, on The Price and Value Journey podcast with host John Ray
North Fulton Studio
Ditching Google Ads: Criminal Attorney Joshua Baron's Referral Practice Revolution
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Ditching Google Ads: Criminal Attorney Joshua Baron's Referral Practice Revolution, on The Price and Value Journey podcast with host John Ray

Ditching Google Ads: Criminal Attorney Joshua Baron’s Referral Practice Revolution (The Price and Value Journey, Episode 137)

In this compelling first part of a two-part series, host John Ray sits down with Joshua Baron, founding partner of SB Legal and author of The Business of Criminal Law and Criminal Defense Referrals. Josh shares his remarkable transformation from a high-volume, Google Ads-dependent practice to a thriving referral-based firm that prioritizes client relationships and sustainable growth.

This conversation reveals the hidden costs of digital marketing dependency and explores how professional service providers can build meaningful, profitable practices through authentic relationship-building rather than paid advertising. Josh’s journey from spending $35,000 a month on Google Ads to eliminating them entirely contains important lessons for any professional looking to create a more sustainable and fulfilling practice.

Whether you’re a lawyer, consultant, accountant, coach, or fractional executive, this episode offers practical advice about building authority, understanding what clients truly want, and creating referral systems that work naturally with your personality rather than against it.

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 from this Episode

  • Google Ads create “golden handcuffs.” They’re expensive, create cash flow problems for smaller firms, and become scary to turn off once you’re dependent on them
  • Clients don’t want lawyers; they want relief. People hire professionals when stress and anxiety spike, not because they love having advisors
  • Ask “why now?” to uncover real motivations. Understanding the trigger that made them call today (vs. six months ago) reveals what they’re truly buying
  • You don’t need to ask for referrals. Other professionals are willing to refer work that they prefer not to handle. You’re doing them a favor by accepting it
  • Match relationship-building to your personality. Find your “love language” for professional relationships (words, time, gifts, service) and stick with what energizes you
  • Provide clients with a “draft” rather than posing open-ended questions. Reduce their cognitive load by sharing what most people in their situation want, then let them edit it
  • Regular post-consultation reflection improves results. Professional services exist in “wicked learning environments” where deliberate reflection is key to improvement

Topics Discussed in this Episode

00:00 Introduction to The Price and Value Journey
00:12 Joshua Baron: Background and Firm Overview
02:24 The Shift from Google Ads to Referral-Based Practice
04:52 Challenges and Benefits of Referral-Based Practice
09:39 Transforming Client Experience and Building Relationships
15:26 Philosophy on Pricing and Professional Growth
18:47 Effective Referral Strategies and Personal Insights
25:26 The Power of Relationship Building
26:25 Finding Your Unique Networking Style
26:47 The Importance of Authenticity in Networking
29:13 Understanding Client Needs and Building Trust
45:07 The Role of Reflection in Professional Growth
49:43 Conclusion and Thanks to Joshua Baron

Joshua Baron

Joshua Baron
Joshua Baron

Joshua Baron is a criminal defense attorney and the founder of SB Legal, based in Utah. He graduated summa cum laude with a Bachelor of Arts in History from Cal Poly, Pomona at age 18, then served an LDS mission in Viña del Mar, Chile, where he became fluent in Spanish. In 2007, he earned his J.D. cum laude from Brigham Young University’s J. Reuben Clark Law School, serving as Executive Editor of the Journal of Public Law and Associate Editor of the Education Law Journal. After law school, Baron began his career as a civil litigator in Park City, representing developers and real estate companies. Seeking more trial experience, he joined the Salt Lake City Prosecutor’s Office in 2008, handling over 1,500 criminal cases per year and leading more than thirty jury trials.

In 2009, Baron co-founded Sharifi & Baron, PLLC, which later became SB Legal. He has since represented hundreds of clients in nearly every court in Utah, covering a wide range of criminal and immigration matters. Baron is licensed to practice before both federal and state courts in Utah. His practice areas include criminal defense—such as violent crimes, drug offenses, white-collar crimes, domestic violence, and sex crimes—and immigration law, including deportation defense and appeals. He has achieved not guilty verdicts and dismissals in serious criminal cases, including aggravated burglary, sexual assault, and drug distribution.

Baron is recognized for his professionalism, client-focused approach, and responsiveness. He has been selected as a Super Lawyer by Mountain States Super Lawyers from 2020 to 2025 and previously as a Rising Star. He has also been named a Top Lawyer by the Global Directory of Who’s Who and included in Utah Business Magazine’s Utah Legal Elite.

In addition to his legal practice, Baron is an author and educator, having written books such as Criminal Defense Referrals and The Business of Criminal Law, and taught criminal law and procedure as adjunct faculty at Ensign College.

Website | LinkedIn

About The Price and Value Journey Podcast

The Price and Value Journey is a show for expert-service professionals who want more than formulas and quick fixes. If you’re a solo or small-firm provider—consultant, coach, attorney, CPA, or fractional executive—you know the real work of building a practice goes far beyond pricing. It’s about finding clarity, showing up with confidence, and learning how to express the full value of what you do in ways that clients understand and appreciate.

The Price and Value Journey Podcast with host John RayHosted by John Ray, business advisor and author of The Generosity Mindset, this podcast explores the deeper journey behind running a services business: how you think about your work, how you relate to clients, and how you sustain a business that’s not only profitable but deeply fulfilling. Yes, we talk pricing, but we also talk mindset, business development, trust, empathy, positioning, and all the intangible ingredients that make a practice thrive.

With solo episodes and conversations featuring thoughtful guests, The Price and Value Journey is a companion for professionals who are building something meaningful. Produced in partnership with North Fulton Business Radio, LLC, an affiliate of Business RadioX®, the podcast is accessible on all major podcast platforms. The complete show archive is here.

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.

In his other business, John is a podcast show host, strategist, 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 870 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

The Generosity Mindset, by John RayJohn is the #1 national best-selling author of The Generosity Mindset: A Journey to Business Success by Raising Your 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 | Twitter

Business RadioX®:  LinkedIn | Twitter | Facebook | Instagram

Tagged With: attorney, building trust, Criminal Defense, criminal defense attorney, criminal defense lawyer, google ads, John Ray, Joshua Baron, networking, pricing, referral-based practice, referrals, SB Legal, The Price and Value Journey

How to Make Confident Decisions Under Pressure, with Retired Major General Jack Briggs

July 1, 2025 by John Ray

How to Make Confident Decisions Under Pressure, with Retired Major General Jack Briggs, on North Fulton Business Radio with host John Ray
North Fulton Business Radio
How to Make Confident Decisions Under Pressure, with Retired Major General Jack Briggs
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How to Make Confident Decisions Under Pressure, with Retired Major General Jack Briggs, on North Fulton Business Radio with host John Ray

How to Make Confident Decisions Under Pressure, with Retired Major General Jack Briggs (North Fulton Business Radio, Episode 879)

Retired Major General Jack Briggs joins John Ray to share hard-earned insights on leading through crisis and making confident decisions under pressure. Drawing from more than three decades of military leadership, including 225 combat sorties and his role as Director of Operations at U.S. Northern Command, Jack explains why clarity, humility, and decisiveness are essential for leaders navigating high-stakes situations. He introduces a practical framework built around four key questions that can guide any leader through complexity and chaos.

Now serving in higher education and advising institutions across sectors, Jack brings these lessons into boardrooms, university leadership teams, and nonprofit strategy sessions. Whether you’re leading a business, a team, or a mission-driven organization, this episode will challenge how you think about crisis, redefine what it means to be decisive, and help you build a more grounded, confident leadership style when it matters most.

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

  • Great crisis decision-makers share three core traits: they operate from clear principles, they ask others for help, and they know when and how to act decisively.
  • The quality of the decision matters more than the outcome. Good decisions can lead to bad outcomes—and vice versa—but relying on luck isn’t a strategy.
  • A crisis is a category error. You don’t solve a crisis. You solve the underlying problems that make it feel like a crisis.
  • Leaders should ask four key questions during any crisis: What do we know? What don’t we know? What are we doing about it? Who else needs to know?
  • Emotional regulation starts with the leader. If you overreact, your team will escalate. If you stay calm, they have room to respond effectively.
  • Decisiveness is a skill that can be trained, not just a personality trait. It flows from having clear values and drawing on diverse input.
  • Leaders should cultivate approachability, empathy, fierce advocacy for their team, and clarity in communication before the crisis hits.

Topics Discussed in this Episode

00:00 Introduction and Episode Overview
01:51 Interview with Major General Jack Briggs Begins
Retired Major General Jack Briggs03:04 Jack Briggs’ Military Background and Leadership Experience
06:55 Key Characteristics of Effective Crisis Decision Makers
10:34 The Importance of Humility and Team Input in Decision Making
14:14 Defining Crisis vs. Problem
17:25 Four Core Questions for Crisis Decision Making
25:34 Deliberative vs. Impulsive Decision Making
28:47 The Role of Emotions in Leadership
32:29 Handling Rapidly Evolving Situations
35:21 Developing Crisis Management Skills
40:19 Applying Crisis Management in Higher Education
45:34 Essential Leadership Qualities for Complex Times
47:49 Conclusion and Contact Information

Major General Jack Briggs (Retired)

Major General Jack Briggs (Retired)
Major General Jack Briggs (Retired)

Major General Jack Briggs is a retired United States Air Force officer with over 31 years of distinguished service, culminating in senior leadership roles including Director of Operations for U.S. Northern Command at Peterson Air Force Base, Colorado. In this role, he was the principal adviser on operational matters, overseeing strategic guidance for land, maritime, homeland defense air operations, and defense support to civil authorities within the North American area of responsibility.

He graduated as a distinguished graduate from the U.S. Air Force Academy in 1986 and has extensive experience as a fighter pilot, having flown 225 combat sorties in operations such as Desert Storm, Northern Watch, Southern Watch, Enduring Freedom, and Iraqi Freedom. His career also includes command at squadron and wing levels, NATO staff positions, and serving as executive officer to the Supreme Allied Commander Europe and Commander of U.S. European Command.

After retiring from the Air Force in 2017, Major General Briggs transitioned into leadership roles in higher education and non-profit sectors. He served as Vice President for Global Resiliency and Security at New York University, where he managed emergency management and security for multiple campuses worldwide. He later became President & CEO of Springs Rescue Mission in Colorado Springs, the largest homeless shelter and addiction recovery program in southern Colorado, driven by his faith and commitment to serving vulnerable populations, including homeless veterans.

Currently, Major General Briggs is the Assistant Vice Chancellor for Public Safety Operations at the University of Colorado Boulder, overseeing emergency management, flight operations, and security operations. He also holds a Doctorate in Education Leadership and Innovation, applying his military leadership experience to transform organizations and sharpen decision-making capabilities in crisis environments.

LinkedIn | For speaking, consulting and media opportunities, please connect with his agency, Voices to Connect

Renasant Bank supports North Fulton Business Radio

Renasant BankRenasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has become one of the Southeast’s strongest financial institutions, with over $17 billion in assets and more than 180 banking, lending, wealth management, and financial services offices throughout the region. All of Renasant’s success stems from each banker’s commitment to investing in their communities as a way to better understand the people they serve. At Renasant Bank, they 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

If 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 870 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 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 market, community, and profession. There’s no discrimination based on company size, and there’s 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, and it is recorded inside Renasant Bank in Alpharetta.

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

You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, 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 national bestselling author of The Generosity Mindset: A Journey to Business Success by Raising Your Confidence, Value, and Prices.

Tagged With: Beyond Computer Solutions, confidence, crisis decision making, crisis leadership, Crisis Management, higher education, humility, John Ray, Leadership, leadership in higher education, Major General Jack Briggs (Retired), North Fulton Business Radio, renasant bank

Is a Quiet Retreat from DEI Really Happening? How Women Entrepreneurs Are Navigating the New Era of DEI Uncertainty Part 2

June 24, 2025 by angishields

WIM-DEI-Pt2
Women in Motion
Is a Quiet Retreat from DEI Really Happening? How Women Entrepreneurs Are Navigating the New Era of DEI Uncertainty Part 2
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On today’s episode of Women in Motion, Lee Kantor and Renita Manley are joined by Farzana Nayani and Chrysta Wilson, leaders in workplace engagement and DEI consulting. The discussion explores the evolving language and strategies around diversity, equity, and inclusion, emphasizing the importance of aligning with client values and focusing on outcomes. The guests share insights on building authentic client relationships, navigating industry changes, and leveraging community connections. Listeners gain practical advice on adapting to shifting business landscapes and fostering resilience, particularly for women-owned businesses seeking to make a meaningful impact.

Farzana-Nayani-HeadsotManazil Management, LLC was founded in by Farzana Nayani (she/hers), a long-time consultant and established leader in the community.

Her vision was to create a boutique consulting firm that could meet the needs of our ever-changing environment. Manazil Management, LLC is a women-owned and certified, and minority-owned and certified small business. Manazil-Management-logo

Headquartered in Los Angeles, CA (Gabrielino-Tongva lands), the company’s team members spans locations across North America and represent a wide array of identity backgrounds, skills, and expertise.

Connect with Farzana on LinkedIn.

Chrysta-WilsonChrysta Wilson is a nationally recognized coach, strategist, and consultant with over 20 years of experience helping mission-driven leaders and organizations create more connected, equitable, and impactful workplaces.

As the founder of Wilson and Associates Consulting, Chrysta brings a unique blend of strategy, storytelling, and systems thinking to help clients navigate change, align their values with action, and cultivate cultures where people can thrive.

She is the creator of the Recipe for Transformation™ framework, which guides leaders through meaningful shifts in mindset, behavior, and culture.

Chrysta’s career spans public policy, community organizing, entrepreneurship, and public service. After serving in leadership roles within government and philanthropy, she launched a consulting practice and later, a community bakery—both rooted in joy, equity, and purpose.

She is a Professional Certified Coach (PCC) through the International Coaching Federation, a certified Positive Intelligence Coach, and holds a Master’s in Public Administration and a BS in Public Policy and Management both from the University of Southern California.

Known for her warmth, depth, and ability to make complex ideas accessible, Chrysta blends data, humanity, and hope in every engagement.

Whether she’s facilitating a retreat, advising senior leadership, or delivering a keynote, Chrysta shows up with presence, clarity, and a commitment to transformation that lasts.

Connect with Chrysta on LinkedIn.

Episode Highlights

  • Current state of diversity, equity, and inclusion (DEI) initiatives.
  • Evolving language and terminology in the DEI field.
  • Importance of aligning business language with client values and priorities.
  • Strategies for navigating client conversations around DEI.
  • Adapting marketing language for women-owned businesses.
  • Building authentic relationships with clients and stakeholders.
  • The significance of resilience and agility in changing business environments.
  • Evaluating the effectiveness of corporate DEI efforts.
  • Leveraging community and ecosystems for support and growth.
  • Fostering collaboration and genuine partnerships in the workplace.

Music Provided by M PATH MUSIC

Transcript-iconThis transcript is machine transcribed by Sonix

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX Studios, it’s time for Women in Motion. Brought to you by WBEC-West. Join forces. Succeed together. Now here’s your host.

Lee Kantor: Lee Kantor here with Renita Manley, another episode of Women in Motion and this is going to be a good one. But before we get started, it’s important to recognize our sponsor, WBEC-West. Without them, we couldn’t be sharing these important stories. This episode is actually part two of a series that we’re doing about DEI, Is a quiet retreat from DEI really happening? And on the show today, we have Farzana Nayani and Chrysta Wilson. Welcome to you both.

Farzana Nayani: Thank you. It’s wonderful to be back.

Chrysta Wilson: Glad to be here.

Lee Kantor: Now, Renita, before we get too far into things, why don’t you kind of recap part one and then let us know what we’re going to be talking about today?

Renita Manley: Okay. Thanks, Lee. So, in part one of the conversation, we spoke with Farzana, who did not hold back, she laid the groundwork on what DEI is currently looking like and why certification still matters. And now we’ve got Chrysta Wilson joining us, who is also a WBENC certified WBE, she’s going to be joining us to dig a little bit deeper into this DEI conversation. So, let’s just get started.

Lee Kantor: All right. And I think a great way to start is, Farzana, why don’t you share a little bit about your business and your background, and then we’ll ask Chrysta to do the same so the audience knows who we’re dealing with here today.

Farzana Nayani: Happy to, thanks, Lee, and thanks, Renita, for this wonderful continuing conversation. My name is Farzana Nayani. I’m the Founder of a boutique consulting firm called Manazil Management, LLC. We are based in Los Angeles, and I do a number of different services, including consulting, offering training for workplace engagement, and keynotes on leadership and inclusion. I also do coaching and assessment of workplace strategy and how to implement more effectively. You may also know my company name by Farzani Nayani Consulting and Training. People know me from the work I’ve done as an author, and I’ve written a couple of books on this topic as well.

Lee Kantor: And, Chrysta?

Chrysta Wilson: Yeah. So, I’m so glad to be here. Chrysta Wilson, I’m The Founder and CEO of Wilson and Associates Coaching and Consulting. We’re an 18 year old at consulting practice, and I’ll tell you, we help companies solve people challenges, like team tension, leadership breakdowns, or culture issues. And ultimately we help our clients improve retention and trust and strengthen the leadership bench, because we know what gets in the way of performance and things like miscommunication and tension and misaligned values. And so, we’re happy to do things like training and coaching, and strategy and change management.

Chrysta Wilson: And so, I’m glad to be here talking to Farzana, because we have a lot of things in common and overlap, so I think it’ll be a good conversation.

Farzana Nayani: Definitely.

Lee Kantor: Well, in the previous episode, Farzana, you mentioned that kind of the terminology is changing, people and culture is being used or is not being used, workplace engagement, some of the languages changing. How are you recommending your clients kind of navigate the semantics of this DEI issue?

Farzana Nayani: There is a definite shift. There’s a cooling off of certain terminology and an embracing of new terminology. And what I mentioned last time were the terms employee engagement and thinking about how we can move to people and culture. And I want to expand the conversation a bit more to those who are not even indirectly in diversity, equity, and inclusion work to think about how reframing can happen through just understanding your client’s priorities.

Farzana Nayani: So, for example, if we know that a client is focused on retention and thinking about talent management or performance, then just start with those words. And really the key as a WBE, as any business owner is to think about how to deliver value and solve a problem. And the key to that is to identify what the problem is currently and just use that terminology.

Farzana Nayani: So in the past, words that were emphasizing, let’s say, racial equity or the terminology that stress diversity, those were on the upswing. And right now there’s definitely been a shying away from those types of terms. Instead, thinking about how to create more workplace effectiveness and engagement and productivity, those are the types of words that I’m seeing now with regards to the shifting landscape.

Farzana Nayani: So, I hope that’s helpful for the listeners, and I think it can apply to anybody who’s in any field to do with working with organizations and people.

Lee Kantor: So, you’re focusing in on the outcome they desire rather than the specific words.

Farzana Nayani: Absolutely. And when we’re thinking about who’s making these decisions, I’m seeing a shift towards thinking about values-based leadership. So for example, creating an environment that does X, Y, and Z. So, instead of saying we want equity or we want X number of people, we’re not looking for quotas, we’re not looking for that type of metric. What we’re looking for is the environment that’s being created and instead emphasizing respect or emphasizing a place where everyone thrives, that sort of thing. So, I like, Lee, how you put it exactly, it’s really looking at an outcomes-based approach.

Lee Kantor: And, Chrysta, are you seeing the same thing?

Chrysta Wilson: Yeah. I would say the same. I’ve also seen other language, too, like again, looking at conditions. So, I’ve seen a lot of companies add language like what are the conditions that they can put in place to help their employees reach their highest potential. Or I’ve just seen a company put language out in their annual report, what are the conditions that can be in place to help their employees do their best.

Chrysta Wilson: Now, those of us, like I’m a retired evaluator, so we know that some of the things that have prevented people from doing their best have been things like they haven’t felt psychologically safe or that they didn’t belong. So, sometimes the language that they’re moving away from still finds its way back into the organizations. But the language that they’re talking about is around the workplace environment.

Chrysta Wilson: And so, I think that’s something that we want to pay attention to, and then use that language as you’re talking about your services and your programs, because I think when you use the language that your clients are using, it helps show alignment.

Lee Kantor: Now, when you’re working with your clients and you’re having these conversations, are they specifically using the words DEI, or are they are they mentioning that by name, or is this something that people are gingerly trying to navigate around without saying that?

Chrysta Wilson: I think it depends on the organization. I really do. I’ve seen a number of organizations who are still standing by the acronym. I also think the acronym is a kind of a hot potato right now. And so, you’ve seen people move to maybe DNI, maybe inclusion. I’ve seen an increase in belonging. And then, just like Farzana mentioned, I’ve seen also a focus on people and culture.

Chrysta Wilson: I always say this, I’ve been in the world of this work for 20 years, I’ve seen the language evolve over those 20 years. So, ultimately, what I see leaders really asking is this question, What is the environment that we want our people to work in? What do we care about when it comes to our clients, stakeholders, and customers? And then, how do we best get there?

Chrysta Wilson: And so, whether it’s called inclusion and diversity, diversity and inclusion, DEI, DEIB, people and culture, culture of belonging, I honestly don’t think it matters what it’s called. I think it really matters what’s the outcome that the company is trying to work toward and then how they best get there. And so, that’s I think what we’re seeing right now is this evolution of language, maybe an evolution of tactics. Now, true, some people are disavowing completely, but I do think by and large, a lot of people are just evolving language and tactics.

Renita Manley: Follow up question to that real quickly, for women specifically and in other groups as well, a lot of us have gotten comfortable to using our identity in marketing, in marketing our programs, our businesses, or our partnerships with other businesses. What do you say about, well, how are we supposed to shift our language now as a woman-owned business so that it’s not so all about our identity?

Farzana Nayani: I want to actually, if I could share, I think it’s looking at it with what you lead with. And I’ll just be frank, leading with race or leading with gender is, in a lot of cases, not the move right now. But what I’m seeing is if it’s layered with other things, it’s a real plus.

Farzana Nayani: So, for example, when I am going out to bid for a big contract, they’re asking if I’m a local business or they’re asking if I’m a small business. And so, I definitely lead with that, but that doesn’t take away that I’m also a woman and minority certified business. What that does, I feel like, is it just enhances my profile in total. Because if people, for example, the organizations are looking to move away from that, to be honest with you, not everybody is. It might be just a company-wide or organizational initiative, but the people that are in there making decisions, they still care about you and me. They still care about the the previous approach.

Farzana Nayani: And so, I think some of it is jumping through the hoops to kind of get in the door. But when you’re in there, we’re back to where we were, and that people know that it takes a lot. It takes a lot to be a WBE. It takes a lot to be certified. And it it takes a lot to get where we’re at.

Farzana Nayani: I’ve been running my business for eight years, I’ve been in the field for over 20, when people know and have seen that tenure, they trust it. And so, having women certification as a business owner really shows that trust. Having WOSP certification paired up with WBE certification, to me, I feel like it shows that I can play at a federal level. So, I feel that, again, it’s about packaging it together and then being able to lead with your strengths.

Lee Kantor: And then – go ahead.

Chrysta Wilson: Yeah. One thing that I would just offer as well is, last year I met with a buyer from a tech company. This was before a lot of the changes, but I think this wisdom is so good. He said that for all of us who are WBEs, that our differentiator is not that we’re OEB or a women-owned business. He said that we need to make the case why we’re the best in class. And I think that that’s how we future-proof.

Chrysta Wilson: So, for myself or Farzana, for all people who are listening, now more than ever, I think we’ve got to be clear about why we’re the best in class, what problem we solve. And if we’re not sure, everybody listening needs to figure out what’s a really expensive problem that we solve, get really good at it, and tell that story.

Chrysta Wilson: Like Farzana said, if you’re a local business, play up that you’re an expert in your geographic region because that is what makes you stand out. Not just that we also happen to be women, or people of color, or disabled, or a veteran. Those are assets that we bring, that color and shape, how we deliver our best in class service, but it’s just an addition. What’s going to help us win and be a long term strategy is being best in class.

Lee Kantor: And isn’t part of the way that you go about building these relationships is to kind of humanize the relationship and not just be boxes on a form. You want to get into a human to human relationship so people can see kind of your secret sauce and what makes you special and different.

Farzana Nayani: Yeah, definitely. I think you’ve hit the nail on the head. And the way that I would suggest WBEs and any business owner to go about doing that is to ask questions. It’s to emphasize that we’re listening, we’re here to offer a solution, as Chrysta was mentioning, and to really think about how to emphasize that this is an ongoing relationship.

Farzana Nayani: I’m saying that a lot with clients now, new and old, that, hey, I’m here for the long term. I’m not interested in a one and done situation. What I am here to do is be your partner, to be your partner in progress, and be your partner in problem solving.

Farzana Nayani: And the way that I can see that WBEs can establish that is to really understand what the values are of ourselves and also the values of the company that we’re working towards working with, and then see if there’s alignment. If there’s alignment, then we know that they’re here for the long haul. They know that we can work together and be true partners. And they know that it doesn’t have to be instant because this work is not an overnight thing in this day and age.

Farzana Nayani: Well, previously it was. Sometimes there were quick decisions made and then we find ourselves in massive projects, and then, boom, now they’re gone. So, what I’m finding is that clients are taking their time to make decisions, but the way that they’re making their decisions is they have to weigh pros and cons, and they’re checking us out.

Farzana Nayani: Let me tell you, as women business owners, as any business owner, they’re looking at your social media, they’re looking at what you’re saying, what you’re doing, and how you operate, and how you manage yourself. And all of those things play into the part of how we can be better partners to our clients and we can offer better our services to support them.

Lee Kantor: Now, you mentioned asking questions as a way to elevate the relationship from a transactional relationship to a deeper, more authentic partnership. Are there any other tactics or steps or conversation starters you can recommend in order to kind of pivot from that transactional relationship that no one wants to be that type of vendor, you want to elevate, to be that trusted advisor?

Farzana Nayani: Yeah. And there’s some advice that I can give myself because I’m having to shift. I am tried and intrude being known in this field for being responsive. I’m super responsive to the needs of others. However, what I need to do now is be proactive. And I really recommend all of us reach out and move towards asking the questions early, not waiting for the bid to be written up, or not waiting for the request to go out.

Farzana Nayani: I think that people are in a time right now where they’re trying to figure out what they need, and if we can be proactive and approach people early on, then we can be seen as that trusted partner. So, that’s something I could share as a tip that I’m trying to implement in these changing times, and I hope that’s helpful for other business owners as well.

Lee Kantor: Chrysta, do you have any advice you can share in this area?

Chrysta Wilson: Yeah. I think what I could offer is, you know, as experts in our craft, one thing that we can bring is our thought leadership and expertise. So for myself, one thing that we offer our clients is not even about like seeking the next sale, but it’s asking myself and my team asking themselves how can we be of service.

Chrysta Wilson: So, we pay attention to what’s happening in the industry and what’s happening in the market. And we offer like industry trends reports just to say we’re noticing this is happening, here’s a resource, here’s a tool. We’re noticing that these are some skills for our current clients that we’re hearing that they don’t have, and so we want to offer this little free resource that may help accelerate the skills in your team. It’s not the full program that we have, but maybe it’s a little snippet that it could be a faster resource for either a prospective client or someone that we’re just in talks with.

Chrysta Wilson: So, it’s almost like I always say, we give without the expectation that we’re going to get. And I think that’s one of the ways that we have built relationships and have been seen as a trusted advisor. Because what is a trusted advisor? We are giving advice and guidance. And so, I think those are two tactics that have been proven to be effective in our relationship building and our role as advisor.

Lee Kantor: Now, is there any advice you can give to the WBE that maybe is experiencing a shake up in their client base that all of a sudden now there is a lot of challenges that they hadn’t faced in a while. Anything you can share that’ll help them kind of stay resilient and adaptive during these changing times?

Farzana Nayani: Honestly, I would say that being agile is really key. Knowing that being flexible actually is our strength and that our size is our strength. So, thinking about if we can accept that change is constant, then what is the opportunity? And I think we can kind of swing around as women business owners, as small businesses to really support that.

Farzana Nayani: I’ve seen larger firms that are in my space really have trouble. They’ve had to slash budgets, lay people off, and maybe you’re experiencing that, too. But when we move to a leaner method and we really, again, listened to what the client needs and then serve that, that’s really what will be a chance for us to be, again, proactive and responsive at the same time.

Farzana Nayani: So, being agile is number one. Understanding that change is constant is number two. And then, looking at what the opportunity is, is really key, that’s number three. And I’m finding that, personally, as I’m shifting through this change as well, I’m being more creative. I’m looking at things in a new way. I’m having to kind of throw out things that really are not relevant anymore. And it’s taken a lot. You know, it’s a chance for us to really face ourselves and say, hey, what is it that we really want to do and who do we want to work with. And just let go of what no longer serves us, which it might be a cliche, but really it’s the time to do that.

Farzana Nayani: So, given that, when we do that, then, again, we’re more clear with our offer, we’re more clear with our solutions, we’re clear with our brand, and we know who we are, and that’s where we can come back to leading with our identity. Again, not just being a woman, but what it is, is the value we offer, and what Chrysta was saying, how can we be best in class and really stand out. So, I think all of that ties together to understanding that our size is our strength.

Renita Manley: I might be prying just a little bit, but do you mind telling us what are maybe some of those things that are no longer serving you, that you had to throw out as you reevaluate and become more creative with your business approach? And, Chrysta, I want you to answer that, too, if you’ve had to do the same.

Farzana Nayani: Definitely. I think that when people would come to us, there was a bit of, you know, a request sometimes because it was on trend. And a key to really evaluating if a client is serious is to notice if they’ve done the work before and if they’ll continue to do it after this “trend.” and right now, people that are following a trend will not be doing this work because it is not on trend.

Farzana Nayani: So, what I’m seeing is people who come to me now or who I’m reaching out to also, it’s because we have a values alignment. And you can tell this by their year end reports, by the communications that they put out, and even having a one-on-one conversation and ask.

Farzana Nayani: So, the thing that I’m letting go of is waiting for people to come to me. I think I used to be the problem solver, where folks would call me, we’re the firm that you would call to get people out of a crisis. We’d be super confidential. No one would know we we’re even in there and then we’re out. And I think I don’t want to be doing that type of work anymore.

Farzana Nayani: What I want to be doing is the type of work where we lead with integrity. We lead with respect. We lead with quality and caliber that people want. And we’re proud to partner openly, not because we’re trying to sweep under the rug something that went wrong. So, that’s a huge shift for me and I’m being very vulnerable in sharing that. But I’m not looking to serve the type of companies that do wrong. I want to serve companies that do right.

Lee Kantor: Chrysta?

Chrysta Wilson: Yeah. I feel like there’s so much in line with Farzana. You know, I think in the business that we’ve been in, not that I could speak for you fully, but I think I might, a lot of our work is cloaked sometimes in NDAs, because we do get called in times of crisis, because that is oftentimes where culture, and people, and crisis intersect. And so, I say in my work, you know, we’re the kind of the clean up people sometimes.

Chrysta Wilson: And so, I do have quite a bit of my clients who I say that when people are looking to do work around people and culture, there’s two pathways that they come into my world. It’s aspirational because there’s a value and a vision that is guiding them, or it’s because the bottom has fallen out and it’s a crisis. And so, I have never found in these years another pathway in which they come into our world around crisis of people and culture.

Chrysta Wilson: And so, for me, the first question that I heard, which was how do other WBEs navigate this time, the thing that I have been clinging to, because this time has been disruptive, I think I’m like many other WBEs, too, but the thing that has helped sustain us over these last, like, nine months has been having a very clear vision of the world that we want to help co-create, and having very clear frameworks and approaches about how we believe we can get there.

Chrysta Wilson: And so, it has just meant going back to that proverbial drawing board. So for example, we have two frameworks, Thrive Operating System and our Recipe for Transformation. So, they were programs that we offered that there just isn’t demand for. And I think part of the thing that’s not serving anymore, that second question, is, even though they’re programs that I love, like letting it go because people aren’t buying up, to be candid. But we’re still in alignment with our rest of our framework, so it’s going back to our framework and saying, well, what else do we offer that people likely will want and putting that front and center?

Chrysta Wilson: It’s not changing our identity. It’s not being fake. It’s not pandering. It’s going back to our identity of our business, our belief about what actually creates workplace, where people can get what they need and thrive, and companies can be productive and have high performance and high profitability, and put those services front and center. And so, that’s what we’ve done and we have found great success looking at how do we help leaders navigate change and navigate conflict.

Chrysta Wilson: And so, I think for any business that’s out there trying to figure out how do they navigate change and disruption, it’s having a very clear – this is a nerd term – theory of change or framework for your business, having a very clear approach that you aren’t just thinking of your business in terms of we have this service, but what’s your ecosystem that you have maybe multiple services that fall underneath, that you can switch different services, you can move them in and out, but still be true to the identity and the core of your business.

Chrysta Wilson: And so, I think that has been a recipe for our transformation and sustainability, even now, and so I would really recommend that to anybody who’s listening.

Renita Manley: Okay. Chrysta, I’ll ask you this question, then, Farzana, I’d love to hear what you think about it. So, what are some things that WBEs should be looking at for now when evaluating if a corporation or a potential partner’s DEI or inclusion efforts are strong or serious?

Chrysta Wilson: Well, I think there’s a couple things you could look for. In the world, we’ve often heard about, you know, some things like performative or transformative or real. And so, this is my own criteria, so I always say it would be performative if maybe you’re asked to speak on a panel, or you’re invited to an event, or there’s a photo op you’re invited to. And so, you think, wow, I’ve just been invited here to speak, to be in this photograph, to meet these people.

Chrysta Wilson: Or you’re told, like, we love what you’re doing, and I can’t tell you how many times I’ve been told that. We love what you’re doing. We love your framework. The periodic table of great culture elements, that’s so innovative. But then there’s no budget. Or I just got told by somebody within the WBE world, “Where’s the contract at?” And I’m like, “That is a great question. I don’t know.”

Chrysta Wilson: And so, I would say it’s almost that’s how I would call it performative. And I don’t mean that there’s even ill intention behind it. So, I’m not even calling out people for being like harmful or that’s not a kind of character attack. I just mean it’s going through the motions of support. But in small business, support really is transformative when it’s about connections, relationships, or ultimately a financial contract. And so, I would call that a profitable partnership. So, to me, what that looks like is it’s very clear from the start that they’re about introductions, relationships, procurement. You’re getting connected to budget holders, PNLEs. They see your value from the start.

Chrysta Wilson: And so, for me, a red flag is if you’re only talking to folks from supplier diversity, or maybe their DEI supplier inclusion, like, point person, but you’re not seeing any deal progress over 6, 12 months, that is feeling very, to me, performative. It doesn’t feel real in terms of the contracting relationship.

Chrysta Wilson: And then, I would say a green flag in terms of contracting, it looks like when you’re seeing decision-makers involved from the very beginning or you’re having conversations about here’s what we are investing in, here are our priorities, and we see how we might be able to work together, let’s have some conversations about what this might look like.

Chrysta Wilson: And I want to underscore, it’s not one conversation and it’s done, but that there’s an interest in seeing where this might lead to. So, I’m not speaking of timeline, but I’m speaking of from the very beginning, we want to see what kind of business we might be able to do together, let’s keep the line of communication open, so it doesn’t just feel like we’re inviting you to this luncheon, or we want to take these photos of you, and it feels more like marketing versus business.

Chrysta Wilson: So, that’s my initial thought, and I’m saying this from my own personal experience, but also from a number of WBEs that I’ve talked to over the years. I don’t know if there’s thoughts that you have, Farzana, or things that you’ve experienced.

Farzana Nayani: Yeah, I love listening to what you’re sharing, it’s making my gears turn as well. And I agree that some companies can be performative and kind of do the dog and pony show to get the suppliers to come out and sign up.

Chrysta Wilson: What I have noticed in contrast, in thinking about potential business opportunities that are real or strong or serious, I’ve seen these companies invest in building the business owner up. And I feel that I will take that education even if there isn’t a business opportunity, because I know they’re invested and I know I’m going to meet other people. And I know that when the time comes that I’ll be on a list because they know that I’m trained.

Farzana Nayani: So, an example I could give is a dear friend of mine, her name is Sonia Smith-Kang. She went through a training program, I believe it was with Macy’s. I will share her story, at the time, I don’t think there was a business opportunity. But years later, I saw this materialize in her clothing called Mixed Up Clothing, was listed on Macy’s, macys.com. I remember the day that it was listed, and I went and purchased her clothes. And I have kids, they’re teenagers now, but she sells children’s clothing with cultural patterns and prints. I remember charging my credit card, feeling so proud that I saw her from the ground up go through that program, wonder what would happen, but still believe in it, and then that company came through.

Farzana Nayani: And that’s what we’re talking about, because that was a program for women business owners. It literally was. And when I see companies, and I’ll just keep shouting them out, like Tory Burch Foundation or ones that I’m in as well, I was in the 10KSB program, 10,000 Small Businesses Program, I feel like these companies are trying to help us create opportunities, and they’re investing in us as business owners.

Farzana Nayani: So, with that, I feel that those companies refer other people. They refer us to people and they refer people to us. That’s the kind of ecosystem that we’re talking about that, you know, we want to be a part of. So, I feel like that’s what I’m interested in right now, like alliances and partnerships and collaborations that are intentional. I’m not looking for the bids that go up and go away because they already have the person in mind. We’ve all been there. You can feel it that when they put out that RFP, they already had somebody in mind.

Farzana Nayani: And that’s what’s going on in our business community. There’s nepotism. Sometimes there’s favoritism. There’s people who are incumbent that win the bid because they’ve been doing it for so long. Sure, I’ll be in those processes as well because I learn from them. But what I’m finding in my strategy is I’m looking at other places to learn and grow. And if my overall work is down right now, which it is – I’m happy to admit that. I’m working on vulnerability and sharing to help other people – but right now, I’m building my business infrastructure up.

Farzana Nayani: So, when the time comes, when this will change and there’ll be a chance for me to be on the ground again in front of people, I will be so much stronger. So, I’m learning and growing and I believe that the time is now for us to build ourselves up and learn and take advantage of these opportunities.

Lee Kantor: Now, how would you recommend other WBEs address kind of this chaos in terms of leveraging the communities and ecosystems that they’re currently in? Like WBEC-West, for example, you’re all part of that community, what is the best way to kind of lean on your fellow community members? I know each of you mentioned internally kind of figuring out what to do within the room of your team, but how do you kind of leverage the strengths of the communities that you’re part of and the ecosystems you’re part of?

Chrysta Wilson: Yeah, I can start. You know, I think, one of the things that happened when COVID came on the scene in 2020 is that we made our world the size of our computer screen. And so, I think one way that I want to invite all of us to tap into our WBEC-West resources is to get out of the computer screen and into the real world. It’s not to say that we can’t build relationships through a computer screen, we’ve been doing it for five years. But there is something so powerful when you can put a physical presence, and a face, and a voice, the smell of somebody’s perfume, just their physical energy to the name as well.

Chrysta Wilson: And I will say for myself, you mentioned it, too, Farzana, in your intro, like going to the Unconference that happens, like, on those boats and meeting both other WBEs but then also the corporates who are there. Because I think sometimes, too, we do this, we think of like, “Oh, my gosh. These are the corporates.” They’re the ones with the purses. We’re trying to get those contracts. And it feels intimidating for a lot of people. But at the end of the day, these are just regular human beings. They have a job. They care about their companies. And ultimately, they want to bring the best suppliers to their companies so that their companies can keep doing great stuff.

Chrysta Wilson: And so, the best suppliers, I’m telling you, are on these boats at Unconference because they’re us. But they got to meet us, so we got to be out there on those boats, or we got to be at the conference that we have, the regional conference, I can’t think of the name. But, you know, we have our regional conference and we got to go there.

Chrysta Wilson: So, I think it’s taking advantage of the meetups that we have, the regional conferences, and actually not thinking of every interaction as the next contract, but actually as just the next relationship that we’re trying to build as we make our world bigger than the computer screen. And for me, that has been transformational to remember that the world is bigger than the computer monitor, that you’re more than the little black byline at the bottom of your square or your LinkedIn profile.

Chrysta Wilson: And our network is big, and these people in our network are just generally great people. I say that and it feels corny, but every time I go to these events, I’m like, “Oh, my gosh. Y’all are amazing.” And I want to make connections. I want to introduce you to who I know. I want to partner with you. I want to refer you out. I want everybody to win, corporates and the other WBEs. But I don’t get that amped. It’s hard to get that amped on the Zoom screen because we’re overwhelmed, there’s 50 of us in a Zoom meeting. But when we’re in an intimate space, there’s just a different kinetic energy that happens.

Chrysta Wilson: So, I think that’s what I would say, Lee, we got to meet each other. We got to start building those relationships and not expect an instant payoff, but know that the riches are in the relationships. I guess if I had a catch phrase, that’s what I would say.

Lee Kantor: Farzana, do you have any thoughts?

Farzana Nayani: Yes. I would love to add, I think that I go to WBEC-West and the beautiful, wonderful, amazing business owners that I meet for encouragement and inspiration. I am inspired when I hear other people doing so well with their businesses. I want to be them when I grow up.

Farzana Nayani: And I remember years ago and this, by the way, was before I was even certified, I was asked to emcee one of the WBEC-West events. And I remember seeing the awardees get up on stage and receive the award and hear their stories of how they started in their garage or their the first native-owned business in their field, or others that I see that I just admire and look up to.

Farzana Nayani: And I said to myself, I want to be that one day. And it just encouraged me to get to the next step, even if I didn’t know what that was, I knew that someone started somewhere, and I’m starting where I am and I’m going to keep going. And I feel that every time I meet other business owners, other WBEs and go to these events, as Chrysta mentioned, you just get amped up. And that has kept me going.

Chrysta Wilson: And you know, LA has been through a lot. I live in Los Angeles. We’ve had the strikes in the entertainment industry. We’ve had the fires. We now have the ICE raids going on and that’s happening across the country. And morale is down. We’re upset. We’re questioning the future. And the one thing that we can do to keep our mindset strong and our hearts present is to be around each other.

Farzana Nayani: So, with all of the change and the tumultuous landscape that we’re in, the biggest thing we can do is just continue to serve the community and march on. And that will recycle dollars back into our communities the more we exist and thrive. We always give back. And that’s just a force of nature of being a small business owner and a women business enterprise. So, that’s what I would say, come to the events and take part, and you’ll also get inspiration in days where you may feel down.

Renita Manley: So, this event that Chrysta and Farzana are talking about, they’re getting all amped up about is our Unconventional Women’s Conference, the Unconference as Chrysta called. I like that nickname. The 2025 Unconventional Women’s Conference is actually happening on July 23rd at Newport Beach, California. So, if you haven’t registered for that, be sure to go to wbec-west.com and register today.

Farzana Nayani: I signed up and I’ll be there.

Lee Kantor: Now, before we wrap, Farzana, do you mind sharing some coordinates to connect with you? And also, if you could, who is your ideal client and what do you think is your superpower that you can help them?

Farzana Nayani: Definitely. The way to reach me is through LinkedIn, it’s my first and last name, Farzana Nayani. And you can go to my website, farzananayani.com. I’m on Instagram as well. I share a lot of good stuff there.

Farzana Nayani: My ideal client is a client that’s committed and is looking to continue to transform their environment, or the learning of people who work there, so anyone who’s looking for a facilitation training or a keynote.

Farzana Nayani: I think my superpower, I was reflecting on this just this month, my superpower is really taking information and making it easy for other people to understand. So, removing jargon, removing all the extras, and really getting into how it can be practically applied. So, if you’re looking for a consultant or speaker that can do that for you, I’m your person.

Lee Kantor: And, Chrysta, what is the website, best way to connect with you and ideal client and your superpower?

Chrysta Wilson: Yeah, so thanks again for having me. This has been fun. You can find me at recipefortransformation.com. And you can also find me on LinkedIn, it’s Chrysta Wilson.

Chrysta Wilson: And my ideal clients are folks who are ready to have a transformation, whether it’s through change, transforming conflict into collaboration, or ready to build the management and leadership skills that help them create productive, healthy workplace cultures. If you’re ready, I’m ready.

Chrysta Wilson: And my superpower, I would say that my superpower is helping people to bring heart and care back into the workplace. I have a dual superpower, if I could be greedy, and I would say that it is turning organizational tension into the tools required for that transformation. I help my clients move through conflict, change whether it’s unplanned or planned, and disruption and culture challenges with clarity and with purpose and with ease. Because, gosh, can stuff just be easy? That’s what my clients ask me. And I say, yes, it can be, and let’s make it easy.

Lee Kantor: Well, thank you both for sharing your stories today, Chrysta and Farzana. You’re both doing such important work and we appreciate you.

Farzana Nayani: Thanks for having us.

Chrysta Wilson: Yeah. Thanks for having us.

Lee Kantor: All right. This is Lee Kantor for Renita Manley, we will see you all next time on Women in Motion.

 

Tagged With: LLC, Manazil Management, Wilson and Associates Consulting

Kevin Palmieri and Alan Lazaros with Next Level University

June 23, 2025 by angishields

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Houston Business Radio
Kevin Palmieri and Alan Lazaros with Next Level University
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Kevin-PalmieriKevin Palmieri and Alan Lazaros are the co-founders of Next Level University, a Global Top 100 Self-Improvement Podcast dedicated to helping heart-driven individuals achieve real, lasting growth.

Through daily episodes and coaching programs, they empower clients and listeners with practical tools, raw honesty, and a commitment to personal excellence.

Alan-LazarosIn their conversation with Trisha Stetzel, Alan and Kevin shared their entrepreneurial journey, the evolution of their partnership, and the mission behind their work.

They emphasized the importance of authenticity, accountability, and doing the hard work required for meaningful transformation.

Rather than offering feel-good content, they focus on delivering tough truths with compassion, helping others rise to their next level—personally and professionally.

Transcript-iconThis transcript is machine transcribed by Sonix

 

TRANSCRIPT

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

Trisha Stetzel: Hello, Houston. Trisha Stetzel here bringing you another episode of Houston Business Radio. I have two guests on with me today. How lucky am I? You might recognize one of them. The other one is new, and they happen to be partners. So Alan Lazaros, who’s the CEO, and Kevin Palmieri as the CSO of Universe Next Level University. I think I did that last time. Alan. Sorry about that.

No stress.

Trisha Stetzel: Alan and Kevin, welcome to the show. I’m so glad to have you both on today.

Kevin Palmieri: Go ahead. Alan.

Thank you. I just want to give all the gratitude because at one point, this is a dream for Kevin and I, you know, and we both listen to podcasts ten years ago, and they really helped us sort of reconstruct our life in a more positive direction. And now we are podcasters helping people do that. So thank you for having us. We we don’t take it lightly. The most grateful.

Trisha Stetzel: I appreciate it.

Kevin Palmieri: The most grateful. You see, I’ve known you for like seven minutes now, and in the seven minutes I feel like you’re a wonderful person. So I’m very much looking forward to the next 15 minutes. She got you with the fishing.

Trisha Stetzel: Like, I feel like. Is this true? I don’t know, Kevin.

Kevin Palmieri: It’s true.

Trisha Stetzel: All right, gentlemen, so the the topic or the focus that we have today is really on this partnership that the two of you have had for the last eight years, like the beginning and the end in the middle, what you’ve figured out about yourselves. Um, some of you who are listening today may remember the conversation that Alan and I had back a few months ago around mindset. Uh, if you haven’t listened to it, you should, because it was a really good episode. So why don’t we dive into Let’s start with the end. Like, where are you at today? What are you guys doing? So that folks know exactly what you’re offering to your audiences. And then let’s back into that. Like, where did it all begin? So, Kevin, you always let Alan go first. So Kevin, I’m going to ask you to start.

Kevin Palmieri: No. Oh my goodness. What do I do today. So I’ll let Alan speak for for himself. But today I am predominantly in WhatsApp making sure that our wonderful clients that we produce, their podcasts are well taken care of. So the majority of what I do is customer service and making sure we are consistently over delivering on the promises that we make. I mean, I am obsessed with making sure that we do a good job with that. One of my mottos is be the last message. We are always supposed to be the last message. Nobody should ever be waiting on us for a message response. So that is pretty much what I do today. And then I, to Alan’s point in the preamble. I’m try to be creative with ideas. I try to be creative with episodes. Obviously we have next level university, so we do an episode every day. It’s my job to make sure that the show goes well and that I bring some level of value slash ideas so we can make sure we do our seven day a week cadence. So those are that’s kind of like the main focus for me right now.

Trisha Stetzel: Nice. Thanks, Kevin. Alan.

Alan Lazaros: So what what am I doing? I know your listeners kind of know me a little bit. If they did listen to the other episode, if they didn’t, I’ll presuppose that they didn’t, just in case. So my job is primarily these four things I’ve come to realize. And as you do these things, you kind of realize what you’re doing well and what you’re sucking at. So these are the four things I think I’m doing well and kind of the only four things. Uh, the first one is I’m believing in the team and I’m believing in the clients, and I’m really believing in the future more than anyone else. I’m just such an overly futuristic optimist. Like, I’ve been talking about self-driving cars for the last 15 years, and now they’re actually happening. So I’m just that obnoxious guy. Uh, number two is standards. I’m just. You even mentioned right there. Kev, be the last message. That’s a chAlanging thing to do, for sure, because if you want to have a life, it’s very hard to always be the last message. So we just have ridiculously high standards for how we operate and how consistent we are and for how we treat our clients and our customers. And then the third thing that I’m doing that is just keeping everyone in forward momentum. I always have this book with me at all times. It’s called The Flywheel. It’s not my book. I’m not selling a book on your show. Okay. Uh, have you heard of you obviously know Jim call. Yeah. Jim. Yeah, right.

Kevin Palmieri: Uh, Jim Collin’s books, I think, are the best business books ever written. You are nodding your head. So you’ve obviously. So there’s the flywheel concept of just momentum. The the companies that win are the ones that are the most consistent. And so I’m keeping everyone in forward momentum. And I always say I’ll be the pain in the ass. They think one day and maybe that second part won’t happen. And then the fourth thing that I’m doing is long term intelligent choices. I just don’t think short term. I never really have. And every time I did, I always regretted it. And I think most people do. They go on their feelings. And in business, if you go on your feelings, you’re screwed. And but you have to be creative and you have to be emotional because every business I think has a creative and a and a business mind, a creative and a mathematical thinker. And you can look at, you know, partnerships and businesses in the past, you know, Paul Alan, Bill gates, Steve Jobs, Wozniak, there’s a bunch of those. And then a lot of times the creative is the front facing person. And there’s someone behind the scenes running the company that no one knows about. Oprah obviously has her own unique version of that, that kind of thing. So Kev and I have gotten to this place where we kind of understand who we are now, and we’re leaning into it, even though that’s taking tremendous courage because I think I wanted to be liked.

Trisha Stetzel: You missed a pair. I’m just saying. You didn’t say Palmieri and Lazarus. I’m just saying that was missing from the pairs that you called out. Yeah. Oh. Thank you.

Kevin Palmieri: Yeah. Yeah, yeah. Oh, nice. Yeah. Not yet. I don’t think. I mean, one day, you know, that might be a thing. Thank you so much, I appreciate that. I didn’t even know what you were making a joke there. That’s how that’s that’s alarming.

Trisha Stetzel: I know, I saw your face. I thought you were frozen. I’m like, oh, my video froze. No, no, I confused you. You perplexed. I got it right away.

Kevin Palmieri: I got it right away. Yeah. Right away. Alan’s really good at like statue thing. So sometimes when he’s, like deeply thinking, you think he’s frozen, he’s still there. I didn’t mean to give you a thumbs up. Yeah.

Trisha Stetzel: Okay, so here’s what I know. I know Alan a little better than you, Kevin. But I do know that the two of you are different, yet share values. Um, one of the things that I brought up before we started recording is I happen to see one of your old board meetings, which was on a boat catching fish. So now that we know where you’re at today, let’s roll. All the way back to eight years ago, when you guys started building this business together. Talk about why and how you met. How do you guys know each other? And then second, what were some of the early chAlanges for you as partners?

Kevin Palmieri: I’ll start this. Alan. Right. I’ll start this because usually this is how it goes. So Alan and I went to middle school together. We grew up in the same small town. We played Spin the Bottle in his basement with the popular girls in middle school, which was like, that was cool. I mean, I peaked early for sure, but that was that was a bucket list for me at the time. Then we ended up going to high school together and in high school. Alan was an academic Focused on getting the President’s award and crush in school. I was the captain of the baseball team, focused on being good at baseball and hating all things education. So we didn’t necessarily get along. But the weird thing is, we didn’t understand this about one another at the time. But we both had very similar experiences where we both grew up without fathers. So that has always been something that has stuck us together is we grew up without fathers. The picture that you talked about with us having our board meeting on the boat. That was on Father’s Day. We used to go fishing together every Father’s Day. That was our thing because all of our friends were spending time with their families and we weren’t.

Kevin Palmieri: So after college, after high school, Alan goes away to college. I work a bunch of odd, mostly terrible jobs, and then I think I was like 20, I don’t know, was I 25 or 26? I went to a party and Alan was there and him and I reconnected and he had left his job. And his girlfriend was beautiful and he had money in the bank. And I was like, whoa! I want to be an entrepreneur. This looks awesome. That would be awesome for me. So at the time, Trisha Alan had a YouTube channel called Conversation Conversations Change Lives. He said, I’d love to have you on. I was like, I don’t. I sure, I don’t know what I’m going to do in terms of adding value, but like, let’s see how this goes. He had me on baby fitness, fitness, discipline and mindset. I got those I got those three mindset, maybe not so much, but the first two for sure. So at the end of this hour and a half interview, I said to my friend who was there, we had another friend there. I said, that went by and what felt like five minutes. Imagine if you could do that for a living.

Kevin Palmieri: And he said, well, there’s people out there that do. And I was like, interesting, okay. I did all the research, ordered the mic, figured out how to audio edit, blah, blah, blah, and Alan was my first guest and that was the best. It was the best. He was mentoring me at the time. He was coaching me at the time. I don’t know if I’m sure he knew it. I didn’t know it. So yeah, I fell in love with that, ended up doing some episodes, and then I had a really tough bout with Mental health where I was debating suicide. Alan was the person I reached out to, and then after that I left my job, and then him and I partnered up in 2018 and we said, look, we’re going to come together. We’re going to go all in on one podcast, which at the time was the Hyper Conscious podcast. And then, yeah, that was the beginning of this very strange, surreal journey that we’re on today. I’ll speak for myself, surreal for me. I feel like Alan knew all this was going to happen, so I get more excitement on the day to day than he does Trisha for sure.

Trisha Stetzel: But he gets an excitement from different things than you, that’s all.

Kevin Palmieri: Yes, yes for sure.

Trisha Stetzel: All right, so, Alan, what’s your side of the story.

Alan Lazaros: Yeah, so we did. I did the traditional path. So I did preschool, kindergarten, middle school, high school, college and corporate. Little did Kevin know, I had $150,000 in a Vanguard account that I invested all my money. And all that money that you saw me balling out with was made in corporate, sir. Not not an entrepreneur on the beach with a six pack. And I was like, I could do that for sure and buy six pack. He means abs, not babes, not beer. Although it was the beer in college for sure. But ultimately two two young boys grew up in a small town and a small minded town, quite frankly, and I’ve always had huge dreams, and Kev was always kind of the rebel who wanted to do things differently. I wanted to be a professional fighter. He was really into fitness more than anyone else. Early on, early on, we were both bodybuilders. For a while there I was a fitness model, fitness competitor, a fitness coach, and that’s we started working out together. That was like a big part of it, and we just bonded over that. And then I think unconsciously, we both grew up. So I was raised by my mom and my older sister. He was raised by his mom and his mama, his grandma, and we never really had dads, so we didn’t. I had a stepfather from age 3 to 14, but I never really got along with him and I certainly didn’t look up to him. So we didn’t really have any male role models, and we kind of found that in each other. We were also really lonely. And I’ll explain why. Obviously we were single so that that’s part of it.

Alan Lazaros: But we were lonely because we were so into personal development and growth and personal improvement and self-improvement and mental health and healing our trauma. We we were so lonely in that we call it lonely land now. But it was it was bad. We were the only entrepreneurs we knew, really. And so we found sort of connection with each other. And then we just built this sort of thing. Now the piece that I want to bring up, we never stopped the podcast, no matter how hard it got. Eight years ago, we started a podcast. I had conversations change lives. He had diaper conscious podcast. We went all in on the hyper conscious podcast. Changed the way you think. Changed the way you, uh, change the way you think. Change the way you act. Change the way you live. How dare I screw that up? How dare you? I know you’re going to say that, but then we rebranded to Next Level University, probably around episode 600 or something. I’m butchering that. I don’t know when it was, but we did one episode a week. Then it was two episodes a week, then it was three, then it was five. We jumped to five, then it was seven. And we do an episode every day now. And when you say that to other people, they think nothing of it. When you say that to a podcaster, they go, wait, what? So you’re talking like one minute episodes right now. The average length of our episodes now is probably 25 minutes. And we put work into these two. It’s not it’s not just, hey, let’s hit record and do it like there’s a lot of thought behind it.

Alan Lazaros: So the piece that I want to bring up is that’s been the one thing that has really made 90% of the difference for us. If you take that one thing away, Way. I’m a coach. He does podcast coaching. We work with 106 podcasters and business owners. I have one client I see four times a week. Just grinding. Improve, improve improve. But the Next Level University podcast is the glue that puts it all together. We have our own community now. It’s an 18 person team. I have 20 clients. He has 60 plus podcasts that we produce. But it all started with one train, the main train. The main thing is to keep the main thing the main thing, and we just never strayed from that. To this day, we actually are recording a couple episodes later today. I think Kevin has that on the schedule. I need to look at my schedule, but and now here we are going on other shows. So it’s become a really cool thing. And the thing that I think has been interesting is it’s always been deeper than, than just starting a business together. I think it’s always been about meaning and about purpose, and it’s always been focused on helping people in a way that we feel because we felt pretty lost in different ways. I felt less lost than he did. He felt a lot more lost than success, but I felt lost as hell in relationships. I. I felt like relationships never worked well for me. So now we have a podcast that talks about holistic personal development and success, and it’s been really cool.

Trisha Stetzel: That’s awesome. So do you still feel lonely as an entrepreneur?

Alan Lazaros: It’s a great question. Yes. Yeah for sure. Just in a different way. I, I don’t know, I feel like I’m pretty. I have pride around the loneliness because this is what I signed up for. And I don’t ever expect anybody to fully understand what I’m going through other than Alan. Really. I like one of my my other best friend. I know you’re only supposed to have one. Sue me, I get two, but my my other best friend’s an entrepreneur, so he gets it like I’m the best. Trisha. I’m the best man in his wedding. He literally told two of the other guys in the wedding party, just support Kev as much as he needs because he’s super busy. Like, oh my goodness. I feel so seen in that. Thank you. Thank you for that. Because I don’t know what I’m doing. What? You’re trying to grow a business. I can’t be worried too. Too much about booking flights. But yes and no. I feel the most seen I’ve ever felt by the people that I need to be seen by. And I feel the least understood by the people that I don’t really care if they understand me. I think nice, I don’t feel lonely anymore, but only because of my beautiful girlfriend Emilia. We own three businesses between the two of us, and she she she’s my best friend.

Alan Lazaros: She’s my my everything. I used to actually think that that quote was dumb. Before I met Emilia, I was like, she’s your everything. What are you talking about? You can’t have one person be your everything. Well, she’s my gym partner. She’s my business partner. She’s my future wife. She’s. She’s my everything. And, uh, I don’t feel when you ask that question, I smiled just automatically, because I just don’t feel lonely anymore. Which is weird for me because I felt like I was alone most of my life. Internally, not externally, externally. I had tons of friends in high school and college at corporate, and I always felt sought after as a man. But I never like friends and otherwise. But I never felt, um, belonging inside. And with her, I feel tremendous belonging. And so that’s new for me. That’s within the last five years. It took me 30 years, but I am so grateful for that part. And that’s the one part of this journey that I never anticipated. Like most of the business success and stuff, I that was by design. This was, oh my goodness, this is the coolest thing ever. I can’t even believe, like I thought I was gonna be alone forever. Honestly.

Trisha Stetzel: Well, both of you, when you talked about where your business is at today, talked about the community of people in your business and how you take care of them and the people, even outside of your business that come to you for things, your clients, your customers, right. And how you take care of them through, through the journey. What I hear is that you’ve built community yet there’s still some part of you, and I think all of us as entrepreneurs may feel this space, some larger than others. That is somewhat lonely, right? And there’s some void there in some way. But you guys have built this beautiful community around your business, and now you’re supporting people who are supporting you inside of your business. So here’s where I want to go next. What were some of the biggest chAlanges in this partnership when you guys first started working together?

Kevin Palmieri: You want me to start Alan?

Alan Lazaros: Yeah.

Kevin Palmieri: Easy. Easiest one in the world, Trisha. Everything I wanted to do was dumb and stupid. And Alan would be like, that’s kind of dumb and kind of stupid. I’m like, huh? Okay. And in a kind way. Not a bad way. I got you. I said it in way more than I got you. Okay. I think the most.

Trisha Stetzel: Alan didn’t say Kevin,that’s dumb.

Kevin Palmieri: Now, now he does. Now in a good way again. We we both have permission to be brutally honest with each other, because that’s what it’s going to take. The simplest answer is, Alan, is exactly what I needed, but the opposite of what I wanted. I wanted a business partner who was going to do reckless things with me, like, let me do what I want to do, let me laptop lifestyle. Let me take Fridays off, let me have a half day Wednesday. If I could have imagined what I wanted in a business partner, it would have been that it would have been somebody just like me. In the opposite, I. I do have a boss. Alan is my boss, I don’t care. Like, I know it might sound weird. He’s he’s the boss. And it’s really, really, really good for me. I’m not a natural number one. I’m a really good number two. And I think the chAlange was for the for most of the time, my ego was not ready to admit that. So I wanted everybody to think that I built this Trisha by myself. Brick by brick. With my bare freaking hands. And it’s just not true. It’s not true. So most of the chAlanges for me were the internal not feeling good enough imposter syndrome. Am I ever going to be successful? Is Trisha going to like me? Like that was the the big thing for me. The grind it out and work 12 hours like that. I mean, that is what it is. That’s not that bad. But the majority of it for me was all of the conditioning I had to do from like the personal development perspective as opposed to learning stuff in business. I mean, there’s pain associated with that too, but it’s a deeper pain when you’re just constantly getting poked of, like, you lost that client because you’re not good enough. You got rejected because you’re not good enough. You’re not smart enough yet. Like that was that was really the struggle for me for sure.

Trisha Stetzel: So, Kevin, I liked you before I met you. Because I stalked you on social media. I’m just saying, I knew you were going to be a cool guest. I just knew that. So. Alan. Alan, before I come to you, I just want to ask Kevin one question around the wanted versus needs. Right? What you want versus what you needed. Do you find that you have to use that with your clients these days, like they come to you and they’re like, this is what I want. But you know better because you’ve been through it before, and now you’re supporting them through something that you already fell down, skinned your knees, cut your elbows, got the black eye right? Um, how do you use that with your clients now?

Kevin Palmieri: We’re all coaches here, so I’m sure we’ve all experienced this. My firm belief now is a good coach helps you get the goals you want. A great coach helps you avoid the pain to accomplish the goals you don’t actually want. And now it is a conversation of do not tell me what you want. Tell me what you’re willing to do to get it. I don’t care with respect and all due love. I don’t care what you say you want. I care the process that you’re willing to practice. I always start there. For me, it’s that because we all want more, bigger, better, whatever. But the reason we don’t get more bigger or better is not because we don’t want it. It’s because we don’t want the process. So I just try to be very honest with my clients regarding what it’s going to take for them. Great. Quick story. I was working with a young man one time and he said, I want to be like you guys, but way more successful. Like, okay, love it, love that. I’m not exactly sure the way more successful part, but I can I can tell you how we’ve gotten here. And I said before we jump into tactics and all that stuff, let’s just have let’s just have real conversation. On a scale of 0 to 10. How important is it for you to be home every night for dinner? And he smiled. He’s ten out of ten.

Kevin Palmieri: Love it. Cool, man. Love that for you. You’re gonna have kids soon. Yeah. Next. Next couple of years. Awesome. You want to be at their sporting events when they get older? You want to parent teacher conference? You want time off that type of stuff. He’s like, yeah, man, it’s super important. Big family guys are cool with all the love, my friend. You don’t want what I have. Trust me, because I’ve traded all that in. I’m not having kids for a reason. Alan and I work 12 hours a day. He works more than I do, but I do work a good amount. I put in my. I put in my hours. But Alan Alan now works me. So the point of that story was, I know you see what we have. And you think that would be really cool to have, but what it would take for you to get there would require you to trade in all of your core values and all of your core beliefs for aspirations that you don’t actually want. Let’s have that conversation. So that’s usually where I try to start with people, because yeah, it looks really good to say we have 2070 episodes and we have $1 million business. What it has taken to get here is nothing short of brutal, and I think it is wildly unhealthy for the vast majority of humans to do it for sure.

Trisha Stetzel: Except for Kevin and Alan. And it’s been really even me. It’s good. Yeah, I can tell.

Kevin Palmieri: I told you, I think it’s good for Alan. I think this is what Alan is supposed to be doing. I told him, like, very honestly and very vulnerably. And I don’t regret it, but there’s there’s pieces of me that I will never get back from this journey. For sure. For sure. Yeah. If I can just jump in real quick. One of the things I love about Kev is how honest he is. So, Trisha, that we talked about the achievers. I don’t I haven’t taken a full day off in ten years. I don’t know if I ever will again. And people hear that and they’re like, you’re out of your fucking mind. Pardon my French. Please edit that out if it’s not explicit. Are you kidding? But the truth of the matter is, is sometimes it’s one hour a day, sometimes it’s 18 hours a day, and ideally, it’s somewhere in between. It almost always is. I don’t want to not build. I’m here on planet Earth to do all I can with all I have. And I’m not joking. I am going to reach my potential and help others do the same. And that is my main focus. And I said this on a podcast one time with a woman named Deborah. I’ll never forget it. I said, I’m just being vulnerable and honest here.

Kevin Palmieri: I haven’t taken a full day off in ten years. So while I love that, you know, other people aspire to do what we’ve done, I actually don’t think everyone should be an entrepreneur. She’s like, well, what do you mean everyone has? I said, I’m just saying, I know people who, quite frankly, are lazy and they love being lazy. Kevin and I, we we are just strivers. We’re not. We don’t arrive anywhere like the moment we hit a goal. We had a $70,000 a month. We just upped the ante. Like, I literally. How long did we celebrate that? Not as long as I. Not as long as I would have liked. I would have liked some sort of fancy dinner or something, you know, not not to be happy. To me, it’s about the next level. It’s not about the current one. Right? This is next level university. Not ordinary average mediocre university. So I, I understand this isn’t for everyone, and I do think that I love how Kevin is so honest about that, because I don’t think he was wired in a way where he was supposed to be as big of an achiever. Whereas for me, I’ve been hiding my achiever my whole life. I’m just grateful I get to be more of me now.

Trisha Stetzel: You get to be more of you. So, Alan, what do you see as the biggest chAlange when you, the two of you started working together?

Alan Lazaros: Being all of me, it’s still my biggest chAlange. Even on this podcast, I. It’s easy to villainize someone who seems like an arrogant, pretentious butthead who started on third base. I’m a six foot two white Caucasian American male born and raised in Massachusetts. It looks like I started on third base. I couldn’t even see the fucking ballpark. Dad died at two, stepfather left at 14, lost three families by the time I was 14 years old. And I have a level of tenacity and drive that I don’t think is normal, I know is not normal. And it it triggers people. And I’m just trying to be honest like I, I clients come to me and they say, well I want this, this and this. It’s of course you do. Who doesn’t want to mansion on the beach? It’s not going to happen. Like, look at the statistics. You can’t work two hours a day and have a multi-million dollar mansion on the beach. Unless you inherit the money or a generational wealth or win the lottery. And so to me, I’m a I’m an earner and I’m a striver. I’m not an arriver and an entitled person. So, so Kevin and I, it took me 30 years to figure this out, but I work really well with certain people and really not well with others, and I’ve finally figured it out.

Alan Lazaros: But the hardest part in this journey for me has been being all of me. And so people with high work ethic and high humility, inward humility, not necessarily outward inward humility, and who want to reach their potential. They love Kev. They love me. They love you like I’m read on this episode for a reason because socially I’m not easily acceptable. The people that I don’t work well with are entitled. They’re arrogant and don’t know it. They want big rewards for minimal effort, and they villainize me instead of face the fact that they’re kind of lazy. And I just. I don’t believe in this new age, 21st century, four hour workweek stuff. It’s not real. It’s a trust me, I’ve I’ve coached 400 plus people over the last ten years. They’re all freaking broke. Except for the ones that aren’t on social media. Like, social media has really distorted what it takes to actually succeed. And what’s good for productivity and success is usually not good for marketing and branding. And I understand why it’s that way. But the fishing video is not the reason we’re successful, that I can promise you we actually weren’t successful back then.

Trisha Stetzel: But you were having fun and it was Father’s Day, so I’m glad the two of you did some fun things together. And hey, Alan, take Kevin to dinner, for gosh sakes for having that 70.

Kevin Palmieri: Thank you so much for that. I’ll send you a gift card, man without me. Thank you so much. I’ll just let me buy a new car so I feel like it’s good. We’re good, we’re good. Only 20:05 p.m. w baby.

Trisha Stetzel: Yeah, this is a good thing. All right, I’m gonna sneak my Snuggie comment in here. Kevin was, um, somewhere while I was stalking him on social media on one of his podcasts, talking about how some people just want to put the Snuggie on because it’s warm and comfortable and it makes them feel good, and that’s the way they do business. And Kevin said instead, you should be making a fire. So the two of you are high achievers. And Kevin, maybe you went kicking and screaming, but you’re a high achiever as well, right? You’re in this space now. Thank you. Alan, um, you coach a lot of people in different ways, right? One in the podcast space and one in in the business space. And I know that there are people who come to you and say, but I just want to wear the Snuggie and you have to tell them in order to be successful. You get to go build the fire. So what are you providing to the bulk of your audiences? And I know you do a lot of 1 to 1 as well, but what are you putting out there in the way of energy and information and advice to people to really get them to shift from this four hour workweek to, you got to go do the grind in order to be successful.

Kevin Palmieri: Nice. I almost think of it as like, regretful truth. Like, I hate to be the guy to tell you this. I don’t want to be the guy to tell you this, but I do believe that my heart is big enough, and I have the courage to say, look, most of these people are lying to you. And here’s how I know I’ve met them, and I’ve been coached by them. And they’re not who you think they are. That that’s one part, that part of it. And I think one of my purposes is to help people raise their awareness. That is like there is some very big people in the personal development space who it seems like they got to where they are by accident. It’s all reverse engineered. It’s built on lies, it’s built on steel, it’s built on just garbage. And I just feel like. For so long, our industry was built on making people feel good. Making you feel good has value at times, but you can either change your behavior or you can change your perception. If I come on here and say, guys, I know business is a little bit hard, but here’s the thing the economy sucks right now, so don’t worry about it. I mean, when the economy strengthens up, I’m sure you’ll get more clients. That’s not helpful. No, that’s not helpful. The truth is, yes, the economy is maybe in a rough spot, but your resources and your resourcefulness and your grit and your relationships and all the things you’ve done to build this, to build this momentum, are what are going to set you apart from all the people that quit. Don’t freak and quit. That’s a heart driven but no B.S. approach. And that’s really what we try to do, is if you listen to our show, you’re not going to feel better about yourself most likely, but you will have more opportunity to get better.

Kevin Palmieri: And when you get better, you are going to feel better because you’re going to be in control. I would much rather somebody be in control of their future while dealing with some chAlanging feelings than us. Just reset their feelings every time they listen, because I wanted that at one point in my life, and it just doesn’t serve you. You’ll you’ll feel better. But then the next day it’s the same cycle. Feel good? Nothing changes. Continue running. The same behaviors feel bad, feel good. And it just becomes this. It just becomes this cycle. Growth requires discomfort. So you feel a little bad. You reflect on it, you change your behavior, you grow, and then rinse and repeat that cycle forever. And one is up and one is down. Unfortunately. And I’ve I’ve been in the downward cycle, and I feel like I want to be the guy who helps people get out of the downward spiral, even if it makes my life much harder. Which it does, because if we help people feel better all the time, we would be way more successful than we are for sure. But we decided pretty early on, like, ah, that, that ain’t it. To your point, they lie to your point, Trisha, where that came from for me is I was looking at a book review for somebody very big in the personal development space, and they said, this is a Snuggie self-improvement book. It’ll make you feel good, but it’s not going to change anything. It’s like, oh my goodness, that’s what that’s what’s working, unfortunately. Yeah.

Trisha Stetzel: So no snuggies for everyone. I’m just saying no snuggies for you or for you or for anybody else.

Kevin Palmieri: We’ll give you a hug. If you need a hug, I will give you a hug for sure. But then we got to get after it because that that was the whole point of it is if you always have the Snuggie, yeah, it’ll get you warm. But if you’re out in the wilderness with a Snuggie, you’re gonna die. You need to develop the skills to build the fire, to build a shelter, right? The Snuggie is comfortable at times, but it’s a Band-Aid far more than it is a solution.

Trisha Stetzel: Yeah, yeah. And you talked about you got to go into the woods and it’s whether it’s snowing or raining or hot or cold or fill in the blank, you’re going to go through all those things as you build your business. Right? I mean, that’s just the bottom line. Yeah, I appreciate you. And I’m a lead with the carrot, but I hold a big stick kind of gal, so I get it. Yeah. That’s good. Alan, how about you?

Alan Lazaros: Oh, well, the first thing I’ll say is I think leading by example is everything. If I want so I. Can too cowardly to say this in the past. I need to share it because I need to lead by example. I’m 1179 days of consistent exercise without a single miss. And I used to be too scared to share stuff like that because it sounds so arrogant. But with my clients, I lead from the front. I’m not asking them to do anything that I don’t do. And I started saying this before I because I used to coach anyone that would be willing. I mean, in the beginning I was I always say I’ve been mentoring for ten years, coaching for eight. Which basically means I started getting paid eight years ago. And I used to coach anyone I could because in the beginning, no one knows you. Sam’s Cola or Coca Cola? Everyone’s going to buy a Coca Cola because no one knows who the f sam is. And that’s why entrepreneurship is so brutal. So if you look at the statistics, I’m big on that. There’s 137,000 new businesses that launch globally every day. Very, very, very, very, very, very few of those even exist in ten years. And so I say this to my clients, if you want to be one of the ones who is still standing, that doesn’t even mean you’re profitable.

Alan Lazaros: It just means you’re alive. I’m going to have to tell you shit you don’t want to hear. And you can make fun of me all day for the fact that I work every day. But I’m still in business, baby. And I guarantee you I wouldn’t be, because I’m almost. We almost went out of business with that work ethic, by the way. I haven’t taken a day off in ten years, and we still almost went out of business. And there’s two of us. There’s 18 of us now. But you know what I’m saying? The point is, is that it might feel really good to hear that it’s all going to work out. But the truth is, you might work your face off and still fail. And so it takes humility, I think, and maturity to say, you know what? I’m going to give it all I’ve got. And I’m I’m not going to. I’m not going to pull any punches, and I’m going to have the courage to go all in and or have the courage to admit this isn’t for me. And I think that that’s really what I get people to do before I coach them. I was on with someone yesterday who said she wants to be the next Oprah. And I and I talked.

Alan Lazaros: I took her through my spreadsheet. I said, okay, great. That’s awesome. If you want to coach with me, here’s the deal. I care about your success first, your fulfillment second, and your feelings third. I’m going to be the person in your life who cares more about your success than you do the only human being in your life. No one else cares, Trisha. No one cares about your dreams. As a matter of fact, most of your peers would be pumped if you lose. Sorry, I’m not your immediate peers, but in general, the friends from high school, they’d be like, oh, Trisha fell on her face again. Yay! Because they just see how you constantly winning so no one cares. They care about other things. They care about the barbecue and whether or not you’re at their birthday. They don’t care about your success. So when I’m going to be the one person who cares more about your success and who has the courage to ruin our relationship if I have to, in order to help you hear the truth. Because one day I don’t care if it’s two years from now or ten years from now, you’re going to go, wow, that dude actually was saying what was real. And I have a coach. His name was Alex, and I lost him because I was late too many times, but he was that for me.

Alan Lazaros: And this would be the last piece I share here about this. I’ve had mentors and coaches galore. I’ve had dozens. Some of them I definitely shouldn’t have had. I mean, holy crap, those dudes don’t know shit. Right? But I didn’t know it because I was a kid. There’s one coach who shines through. His name was Alex, and he was the most Truthful and I didn’t want to hear it. But as I got older and older and older, he was 42. At the time. I’m 36 now and I’m going, that man never lied. Everything he said was true and everything my other mentor said was fluffy, feel good nonsense. It wasn’t real. Not everything, but most. So when you get older and older and older, certain people fall from the pedestal and other people go, wait a minute. Oh wow, that person actually cared about my dreams. They actually cared about my success. They cared so much. In fact, they were willing to risk our relationship to actually tell me the truth. And I’ve done that with Kev several times. And and that’s why I said I’ll be the pain in the butt that you’ll thank one day. Hopefully that second part actually happens. And if it doesn’t, I have to make peace with that as well, because at the end of the day, I can’t lie to anybody.

Alan Lazaros: And I know what this has taken, and I know the stats. And I spoke to a group of entrepreneurs four months ago, and I was their first exposure to business. They were engineers, not entrepreneurs, engineers. And I just was on this panel with these other two entrepreneurs, multi-millionaires. And they were talking about passion and purpose. And I said, wait a minute, hold up guys. How many times have you guys failed? They both start laughing. One of them seven times eight businesses failed. I said, real quick, let’s give them something real here. This is all fluffy. Let’s give them something real. How many? How many spreadsheets do you guys have? They both laughed. He said, Alan, I’ve got eight open on my computer right now. That is what success is. Success is spreadsheets and metrics and boring ass shit no one wants to talk about. And it’s not it’s not feel good stuff on YouTube that does well. You watch the biggest YouTube channels, watch the biggest. It’s it’s mental candy. It’s someone running with backpacks of money. It’s all nonsense. I love cats too, and I love cat videos. It’s not going to help you. And that’s just so. That’s just my truth. And thank you for giving me the permission to come out with it.

Trisha Stetzel: I knew there was another reason that I liked you. I love cat videos too.

Alan Lazaros: Oh, perfect. Yes I do, I do, but but they’re not gonna help you succeed. They’ll actually be the reason you don’t succeed, unfortunately.

Trisha Stetzel: Exactly. Because you’re scrolling through cat videos. All right. So circling back around, I think we’re going full circle here. So we we started where you’re at today. We went all the way back to the beginning. We talked about the chAlanges. You guys are very different from each other. Um, Kevin, I’m so glad that I got to meet you today. And, um, Alan, I’m so glad that you came back on with the two of you. Yeah, the differences are there, and I can see them. Yet. There are so many core values that you have in common. So, Kevin, what’s your what’s your favorite thing that you and Alan connect on from a just intrinsic and an intrinsic way or from a core values use perspective.

Kevin Palmieri: Being good men. Yeah. Being good. Being good men I don’t. We will not trade ourselves for success. What we feel about ourselves matters way more than the bottom line. At the end of the day. Like, I will not be able to put my head down on the pillow if I wasn’t a good man. And Alan’s the same that that I’m never worried. I’m not worried about that, ever. I’m not worried about our characters clashing. I’m not worried about that. And I think that’s rare. I think that’s especially in business. Like we know I’ve just been. So much truth has been revealed at how many people are just kind of lying and cheating and and they’re just not who they, who they say they are. If anything, very honestly, we’re more behind the scenes than most people think because we’re just so focused on that. I want to be successful in real life, not necessarily just on social media. So and Alan’s the same more he’s more of that than I. And that’s yeah, I would say that and I think we When the times get rough, right, wrong and different, whether it’s valuable or not, I tend to get more funny. And I love making Alan laugh. It’s one of my favorite things in the world if I can get him going. It’s one of my favorite things in the world. So we have very different humor, but when we are in the pressure cooker, we have some good giggles and I would say that’s probably my second. My second favorite thing that we have in common. Nice.

Trisha Stetzel: I love that. Alan, how about you?

Alan Lazaros: The same. Who we are and what we are when no one’s watching is just. It’s it’s the core. It’s the core. And anyone and I came to realize this. Anyone. And Kevin’s realizing this, too. And he’ll second that. I’ll let you speak for yourself. I will get along with someone. I’ve realized to the extent that, number one, they want to reach their potential. And number two, they’re not full of shit. And we’ve had we had a 24 person team at one point. I mean, we have gone through the the hard knocks of just bludgeoning of who to hire, who not to hire, how this hoof. I mean, it was really, you know, at one point I considered the team, my family, my chosen family. And I don’t do that anymore. Just just because I got to be careful with my heart. Uh. My favorite thing about us is who we are and what we are. When no one’s watching is always what matters most. Despite all the glitz and glam and the nice shirts and the beautiful like, we grew up with nothing. We both grew up with very little. Seriously. And that’s why I told Kevin once we were cleaning out the studio, I said, dude, I could never have worked with you if you were spoiled because we we make, you know, we make great revenue, but we were making no money in the beginning.

Alan Lazaros: Right. And and he’s just not he’s not entitled. He doesn’t have spoiled brat syndrome. He he’s willing to earn every penny. And he just got a 20, 25 brand new electric BMW. And it’s it’s less than the last one that we had. So it’s a good actually mathematical play, finance play. But he basically waited eight years for shit like that. You know, and it’s I just if you want big rewards for minimal effort, I can’t work with you. And I’ve just learned that. So that’s my favorite part about us is that we’re not spoiled. We’re not spoiled, even though we live in America. The number one economy on the planet Massachusetts, born and raised, we we don’t have any spoiled Brat syndrome. And whenever I get around people who have that entitlement of like, I should make more money without contributing more, it’s it’s what do you you need to go, like travel to Somalia or something. I need you to go. You need to get perspective. And every now and then behind the scenes, Kev will say that person needs to get their ass kicked. Martial arts. There’s nothing more humbling than than, yeah, somebody kicking your ass. Mhm.

Trisha Stetzel: Absolutely. All right. I’d like to spend a couple of minutes before we close today talking about what you bring to your clients. So anybody who’s listening, who wants to engage with you, um, either on next level university or in a coaching, um, scenario one, how can they reach out? And to how do they know that you’re for them?

Kevin Palmieri: Good. Alan, lead the charge.

Alan Lazaros: Well, the first one is we. I think every business owner needs to find their absolutely people. And they’re absolutely not people. Actually. All people, not just business owners, but business owners especially. So I already mentioned our absolutely people. Hi humility, hi work ethic. And they want to earn it and they want to reach their potential in life, in business or podcasting. That’s our people. If you’re an earner who has humility and work ethic, you are going to I mean, we’re going to help you just amplify everything. You are part driven. The absolutely not people are people who already shut this off because they don’t like me. Um, which are people who are entitled and they want big rewards for minimal effort. We don’t work with people like that anymore. And we never will because it’s just not going to work. We just butt heads and, uh, so those are absolutely, absolutely not people in terms of what we do for people. So we have next level university level up yourself podcast Growth University as Kevin’s podcast. Level up your podcast. And then we have business Growth University that I just started. Level up your business. But ultimately underneath all of that it’s success and personal development. Identify your own unique version of success and then reach your potential through personal development physical, mental, emotional, spiritual. To bring this into one sentence. We’re going to help you reach the next level when you feel stuck in life, podcasting, or business. Well said. And where you can find us okay, where you can find us. I just left that whole part out. We have a website called Next Level universe.com. Next Level University is the podcast 1% improvement in your pocket every single day from anywhere on the planet. Completely free. Next level University podcast. The website is Next level universe.com. Because the person charging the person who has next level university.com was trying to get it. Yeah, we’re going to get it. Trying to charge us too much. We’re coming for him. Yeah.

Trisha Stetzel: Next level universe. It’s okay. It’s it speaks to so many, right? It’s much quicker.

Kevin Palmieri: Just we we convinced ourselves of that too early on, Trisha. That’s how we got through. It’s like no universe is bigger than university. We win, you lose.

Trisha Stetzel: Hey. No, really. It’s fine. No, you’ll you’ll get it. Because I know both of you are after it, and you will win. I know, I know you will.

Kevin Palmieri: That’s the goal. I don’t know if we even want it at this point.

Trisha Stetzel: Right? That’s true. So, Kevin, from from your perspective, who are the people that you want to connect with?

Kevin Palmieri: Heart driven people. I work really freaking well with people who are amazing and super heart driven. But our martyrs. I work really well with people who are just amazing, but they’re afraid to show how amazing they are. That is like the my favorite people in the world to work with, because all we have to do is amplify your truth. You’re already amazing. To Alan’s point, if you’re trying to look way better in front of the scenes than you are behind the scenes, I’m not the guy for you. I believe in the process. So yeah, if you’re a podcaster out there and you want to grow and you want to scale and maybe turn it into a business and make some money, but it’s coming from a place of heart. You didn’t start your podcast to get rich. You started your podcast to help people, and you will go out of business if you don’t figure out how to monetize it. Those are the people I tend to to work really well with. And then as they grow and say, I really want this to be a thing, it’s like, cool. Let me pass you on over to Alan. That’s his specialty. I’ll get you rolling. We’ll get some things running and and then we’ll pass you on. So those are the people I love. Heart driven people who want to do good in the world. If I can help them amplify their message. Feels real good.

Trisha Stetzel: Thank you both for being with me today. I don’t know where the time went, but we just blew through it. It is time to close the show. I’m just saying. So, Alan. Kevin, thank you so much. It’s been a pleasure having you on and take us through your story. Uh, look forward to sending some folks over to you and having another conversation sometime really soon. Because we’re not done here.

Kevin Palmieri: Yeah. Trisha, thank you so much for having us. Thank you. We really wonderful. It’s wonderful. You’re an amazing host.

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

 

Tagged With: Next Level University

Brad Schneider with The Growth Coach

June 23, 2025 by angishields

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Franchise Marketing Radio
Brad Schneider with The Growth Coach
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Brad-SchneiderBrad Schneider, President of The Growth Coach, shares insights on adaptability, leadership, and sustainable growth.

With over 25 years of experience and expertise in behavioral coaching, he helps leaders and teams drive performance, reduce burnout, and navigate change with confidence across his organization and with his own clients.

Connect with Brad on LinkedIn.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Coming to you live from the Business RadioX studio. It’s Franchise Marketing Radio elevate your franchise with franchise. Now we tell your brand story on our radio podcast and boost it with powerful content marketing strategies. From blogs and videos to infographics and more, we enhance your brand’s SEO and online visibility. Let Franchise now help your franchise stand out in a crowded market. Visit us today and learn more to start your journey for greater visibility and success. And now here’s your host.

Rob Gandley: Hi, everybody, and welcome back to Franchise Marketing Radio, where we spotlight the brands, leaders and ideas. Transforming franchising. I’m your host, Rob Gandley. And today we’re joined by Brad Schneider, both a franchise owner and a brand president, as well as a certified business coach with the Growth Coach, an organization committed to helping business leaders unlock potential and build strategic momentum. Brian Brad brings a rich background in executive coaching, entrepreneurship, and team performance. And today, we’ll dive into how the Growth Coach franchise empowers business owners through coaching systems, scalable tools, and strategic accountability. Plus, we’ll explore, yes, how AI is entering the conversation in the coaching space and what that means for the future of this model. Brad, welcome to the show.

Brad Schneider: Hey, it’s great to be here. Rob. Thanks for having me.

Rob Gandley: Uh, you got it. You got I was looking forward to this conversation because a lot of what I do is around consulting and not so much coaching in a structured way, but it’s so important to my clients, right? Some of the stuff we’ll talk about, it’s real curious about how you guys are looking at this and moving forward here into the future. But let’s start with your personal journey. Let’s start with how did you wind up here? I know it’s a long one, but maybe we can make it a shorter answer. But just to help the audience understand where you’re coming from and a little more about the brand.

Brad Schneider: Yeah. So for me, started probably is about a 10 or 11 year old catcher playing Little League baseball. When I realized that one of my friends when he was pitching, if I had to kick him in the rear to get moving, I needed to do that. And the other one, I needed to pat him on the back. And it started a bit of a lifelong obsession for trying to figure out why do people do what they do. And how does that help fit for them? And so I can’t tell you, I was on the mound as an 11 year old playing for the Yankees, going, you know what I’m going to be when I grow up as a business coach. But that interest in curiosity has certainly served itself well. And so I’ve had a long career in strategic change, communication, human resources. About ten years ago, I bought a growth coach franchise and started doing business and sales coaching with the growth coach, and then last year had the opportunity to take over as the president of the brand. And so I run our international coaching operations with our team in Cincinnati. And then I also own our location in central Ohio.

Rob Gandley: Wow. It’s beautiful. So we’ll dig into that. It’s an interesting perspective to come from that that angle. So but tell us a little more about the growth coach. Just so we’re clear on the model. I know it’s unique coaching. Obviously you came from a background in it. So there was something about it that attracted you. And you’ve been now very committed to it for a long time. So tell us more about what makes you guys unique and how it works.

Brad Schneider: Yeah. So what’s really unique about us is that our model and approach is designed to change behaviors for owners or executives, managers, frontline leaders, and even salespeople. And so we teach process that is undefeated in 20 plus years and helping drive that behavior change just for a growth called the strategic mindset process. And we take our coaches as they come and join us as owners, and we teach them that process and we show them how to apply it, not just in maybe the industry that they’re experienced in, but also all kinds of industries, and they can see how they have that capability. The other thing that we do is we help with the sales and business development sides of things as well. So as you pointed out, I did have a coaching background, and I did add some experience there for me, learning how to start those conversations, to be able to sell and start to drum up the business was one of my big learning opportunities, but we have a lot of folks that have maybe a little bit more business and sales focus, where for them, learning the coaching is the opportunity for them. And so it really built to serve both and have successful owners with both of those types of backgrounds.

Rob Gandley: Yeah. Well that that’s very helpful. That means pretty much anyone with the right heart and right, you know, ability. Uh, but you’re right. That’s that for me. I’m the other guy. I’m the guy that understood sales and marketing and and I do a lot of free consulting just because sometimes you just have to get through it, right? In order to implement something. It’s it’s you find yourself kind of like what you said, where you’re kind of like, what motivates this person? Like, what do I how do I what’s my approach with this personality. And it is a it is a superpower really, but also the idea of framing it. So it is a paid service because, you know, that is sort of one of the hidden things that everybody thinks, well, you know, look, it’s about getting the result right. And there’s a reason why there’s such a high failure rate in business. Right? With a lot of things, whether it’s getting it, you know, getting that first million dollars or getting beyond it, right, or whatever, you know what I mean? So anyway, so but but as a franchisee then, you know, can you tell us a little bit about that, how you approach, you know, bringing someone into the brand and getting them up to speed and getting them in a position of starting to coach and earn earn from that?

Brad Schneider: Yeah, it’s a real combination of information and hands on practice and then a ton of support. So as we bring somebody in to the growth coach family, we spend a couple week intensive process with them just remotely virtually introducing them to our model, introducing them to our products and services, and then we can even handhold and help them with the basics of just even starting the business. Right. So whether it’s and what should I be, an LLC or an S Corp or things of that nature, walking them through the steps to point them in the right direction to figure out all that structure for them. So we’re really helping them from the foundational steps of starting the business itself as an entity, all the way up to starting to learn the the coaching model, as well as our sales and marketing process, all kinds of information, all kinds of support to start with. We do it virtually. Um, we have video, we’ve got, um, kind of zoom based sessions and things of that nature. And then that all kind of culminates with bringing them to Cincinnati for our hands on practice week. And and when we’re there, we really want to be out of the let’s show you mode and put you into the let’s go practice mode. Right. So whether it’s coaching some of our products and, you know, one of the things that I should have mentioned earlier, we pioneered group coaching as as an industry. So we certainly coach one on one, but we’re also training our coaches. How do you create and facilitate coaching in a group and leverage not just your time and the profitability of having groups, but also leveraging impact, because as coaches, we’re we’re facilitating that coaching process.

Brad Schneider: But when you get a group of people in the room, a couple things magical happen. Sometimes other people’s experiences become the answers for others because they’re like, oh, you’ve lived through that. But probably one of the biggest things I’ve experienced in group coaching is, like you said, it’s it’s tough being a business owner, and we’re trying to figure things out, and we always feel like we’re the only ones that are messed up, but everybody else has it figured out. So when you can put a group of business owners or managers or salespeople in the room and create that space where one of them goes, hey, I’m really struggling with being interrupted by my staff all the time, and I can never get done what I need to get done. There’s somebody else in the room going, oh my gosh, I thought it was just me. And I thought I was an idiot because I couldn’t figure it out. So that catharsis that comes from realizing you’re not alone, you’re not the only person. Um, super powerful and super impactful, you know, within our coaching processes. So we teach in those training processes how to facilitate both group and individually, but also how do you start and generate those sales discussions to get people excited to join a group or maybe do some one on one coaching with us?

Rob Gandley: Well, let me just let me ask you that last bit. And I love what you just said. And and just real quick, just that’s what makes franchising so unique. I like to talk about that and that you have a whole network of people doing exactly what you’re doing. So just in that, but then you take that through your business model and deliver something very similar as like a mastermind or group coaching kind of idea. And you’re right. I mean, there’s no better way to learn, uh, then hearing others interact and just sitting back and letting them help each other because they are, you know, many of your clients are very successful people. They might not feel that way all the time. I know I don’t, but I mean, it’s a it’s a pretty powerful thing. What are we going to say?

Brad Schneider: Oh, no, I was just going to say. And then the group accountability are coming back because you’re right. Like we attract really successful, talented people into our programs. And so part of that shared accountability is us driving that behavior change. But it’s also, hey, I’m showing up next week. And like I can’t let Rob see that I didn’t make any progress. And so it’s always funny for me as the coach when coach when clients will say things like, well, yeah, I did what we talked about doing, but I didn’t do it until last week. And it’s like, well, that’s good because that’s what we’re supposed to do as coaches is to make sure you take these all these things that are ideas and actually put them in action. And I don’t care whether you did it two weeks ago, two hours ago, if you’re doing it and you’re having success with it, that’s what we need to do. And that’s what really differentiates us as coaches and coaching programs versus a training program where it’s like, hey, let’s give you a bunch of good information and help you go figure it out. Or as a consultancy like you were talking about, which is I gave you a bunch of information. Then I did a bunch of stuff for you, and I hope you learned by watching me do, and hopefully you carry it on. But hey, I’m out of here and hopefully you can kind of take it from there.

Rob Gandley: Yeah. And I’ll just say, I don’t think that works. Well, I think coaching works better. I mean, assuming you know what you’re doing ahead of time, there’s certain things consulting is great for. But what you just described is certainly very common. And I think it’s quite hard. Um, unless someone learns the, the, the habits and, and listens and implements on their own, they won’t feel it. They won’t be doing it for them is a harder thing. You almost have to keep doing it for them and just leave it at that. Um, which is good. A lot of people are there for us to do that. Uh, but anyway, I think that the coaching part is, is a challenge, right? I mean, so and you guys have that framework build and that and that methodology in place where you can help people get results. And that is not as simple as it might seem when you’re just observing a coach, right, doing what he does. Um, but but tell me a little bit more about what you discovered about starting conversations, that that’s a very interesting thing, because I bet in your world it’s not as complex. Your sales and marketing is a lot to it, a lot of things to think about. And I’m sure you share more later. But what is sort of the simple way that that a coach can start to drum up more conversation around him?

Brad Schneider: Yeah. You know, what we’ve found is that the thing that worked like in 2002 still works really well today, which is. Become an effective referral source or have referral sources pointing you to those conversations. And when folks realize that you’re like minded, you’re coming from a position to serve. And that I think the big thing is helping them understand that coaching for growth is key to what we do. Um, that’s how we start those conversations. And so as we’ve evolved in the world of the digital age, certainly we’re using digital marketing strategies and things of that nature. And I know we’ll talk AI a little bit more here in a little bit. But what we’ve really found is that coaching is such a personal, um, type of opportunity. And it’s such a personal experience that, you know, rarely is somebody just answering an ad and clicking yes and saying, I want to, I want to pay for high value, high impact coaching. There’s conversations that come along with that. And so referral sources are huge. Being active in our business community is huge. And then that digital space too, that just drives some of that brand awareness and understanding of who we are. And I think also importantly, what coaching really is and what it isn’t. Um, because I think it’s one of those things that, um, you know, based on what your experience is, um, you may think coaching could be one thing, but actually the impactful coaching that we do could be something completely different.

Rob Gandley: Exactly. Understood? Understood. Well, thank you for that. And. Yeah, I like it. That’s what I was kind of getting to. Is is his fancy as everything has gotten. You know, it comes down to relationships and just, you know, being aware. But, uh, anyways. Okay, so let’s go ahead and dive in a little bit on the AI side. Uh, so tell me a little bit how the brand and you being at the helm, uh, is exploring AI. What tools? You know, what automation are you considering or looking at, uh, and helping your coaches, uh, deliver and I guess scale, right? I mean, if you can do it well and keep the keep everything intact the way your brand should be, then you would want to do more in a perfect world. So, um, tell me a little bit about what you guys are thinking about or experiencing with AI.

Brad Schneider: Yeah, definitely. So what’s really been interesting about us and kind of observations and experiences, as well as what we know about our business, is that at the end of the day, coaching is a behavior change exercise, and what I has done is it’s just created a lot more information in terms of ready access. I mean, the information was all there already too. Right. It’s just a little bit easier ways to dig it up. If you’re thinking about, you know, ChatGPT or whatever the the AI engine is that you prefer to use. But what we really understood is that it’s not the information in our space, it’s the practical application of the information to make you better, to make your organization better, to make your team better. And so we’ve been on the lookout for a while for some different resources to do that. One partnership that we have was with a group called cloverleaf, which is also based out of Cincinnati, where our headquarters are. And one of the interesting takes that they have using AI is around behavior assessments. And so, you know, we have worked with them exclusively on taking their system. And it’s not so much the assessment data or excuse me, the assessments themselves that are powerful.

Brad Schneider: It’s the analysis of the data and the application. And so what we’ve weaved into our coaching, using them as a partner is their AI generated models and machine learning tools on the back end which do which prevent the somewhat obstacle sometimes of clients having to really understand how to read an assessment versus just using the data. And so where this has been super powerful for us is helping our clients one understand the impact of behavior data, because all of us have versions, they all of us, but most of us have taken a disc or a Myers-Briggs or something along the way. But the value is is helping you understand your own self-awareness or how to activate your teams a little bit more effectively. So the tool itself does some of the lifting of analyzing the data. So now the behavior change I have to make is really clear in front of me. And then that’s where we come in as coaches, as the ability to say, okay, hey, we know based on your behavior data, this is going to be easy or hard for you or whatever. Let’s go figure out some strategies how to put that into play. And then also let’s give you some view of your teams and things of that nature at a hyper analyze level that was almost next to impossible when we were doing this on paper and binders, and now we can do some things really quick to even just go down and almost search on an individual person to say, hey, I need to help Brad overcome a fear.

Brad Schneider: What are some tips that you should give me? And we get those tips. And now I know as Brad’s leader, this is what I want to do or this is the strategy I might want to start with to help unlock some of his opportunities to grow. So that’s a little bit of a long winded answer. But what we’re really trying to do is embrace the technology to make the self-awareness more efficient and more quick, so that we can then really focus on the behavior change. And it’s been really exciting. And we’re seeing a lot of positive outcomes, not just with individuals, but also with groups and teams where they can sit down and see each other and do some analysis of one another, using the AI tools to really create a lot more clear path for them of what they need to do next to help them reach their maximum efficiency.

Rob Gandley: Wow. Actually very powerful when you think about it. Like, I think there’s connections to behavior or like for me, I look at data a lot. Um, there’s different reasons to look at data, but I’ve found since using AI in my life and being focused on it as a service provider and consultant is it just gets you to the what? What’s in it for me? What matters the most for my specific situation or this report or this analysis? How can it help me? What are practical steps I can take or ways I can, uh, little exercises I could do each day. Like, it’s so good at doing that. If you give it, if you can feed it something as powerful as the platform you’re talking about, the way it can then give you something back for your client, I it must be amazing to just be on point and really be, you know, you know, helping that person with meeting them where they are, really giving them things that work for Rob. Like what would Rob really resonate with but but then be able to practice. And I think that is knowing that takes a lot of thought. And I know your coaches probably still spend a ton of time, but at the end of the day, this helps them do more with less time, right? So they can help and be more creative with more clients, right?

Brad Schneider: Yeah, it lets us zero in quickly. It lets us add more touches to. So like that. I engine is feeding our clients tips on a regular basis, so they don’t even necessarily have to have me get in touch with them, but I’m still going to engage with them to help them apply those things. And then Rob one of the most interesting places where this has really been beneficial is a lot of the behavioral things that we were talking about were always classified as soft skills, right? And so that crowd that thinks of soft skills as not tangible, not really impactful, etc., when I can go to them and say, the data tells me your best chance to achieve this with these people is to take this strategy, that whole data analytical crowd that would typically bristle and brush away from that behavior change. All of a sudden now it’s like you really want to practice what you preach. If everything’s data for you, this is what the data is telling us. Are we going to ignore this? Like I’ve said a few times, like if this were a spreadsheet, you’d be telling me right now, this is yellow, this is red. We got to go do this, right? Well, what I’m telling you right now is this part of what you’re trying to do. It’s yellow or red. Are you going to ignore this because you wouldn’t ignore it coming out of a BI system, for instance. And, um, you know, it’s a really bit of an eye opener for those kinds of folks that don’t always typically think of the quote unquote, soft skills or the relationship side of things that can be data driven, but it absolutely can. The application, I think, has to be personal, but the data driven aspect of it really points us in the best, most efficient place to start to try to figure out how to crack that nut.

Rob Gandley: Exactly, exactly. It helps you do your job better, and that means you could do more of it. Or the scope can be beyond maybe what you did in the past, or just simply because you wouldn’t have had the knowledge, or you wouldn’t have had the time to come up with it or the validation of it. Right? You have as a coach like, yeah, this this thing’s cracked, you know, crunching through numbers. It’s reliable, it’s accurate. I’ve seen it over and over again. It makes sense to me most of the time. Maybe it’s not always that way. Sometimes it may not be as obvious, but that’s what tells us this is helpful. And we can move faster, right? We can trust it and spend more time. I was I was going to ask you and I think you kind of answered it, but but so the one on one idea. Right. The one on one coaching relationship. Is there something about AI that might concern you? Because what I heard is right, what you just said that improves the one on one, in my opinion, because you have more to talk about, more angles to improve. Um, but but is there anything that concerns you or anything that you’ve had to kind of say, wait a minute, wait a minute. We’re not we don’t need to do that yet. Or that that might not be a fit just yet or we gotta or anything you see coming down the pike, that might be a problem.

Brad Schneider: I think the general concerns about proprietary information and everything like that, and I know we talk a lot with our clients about, you know, make sure that, you know, if you’re if you’re in a space where you’re using some of those open platforms, right? You know, you know what that means. I think the bigger thing when I think about behavior change in application, though, is the misunderstanding or malpractice of the thought that, well, I could go into ChatGPT right now and say, hey, what are the three best strategies for helping me to convince my team to buy in to such and such. Idea. And it’s going to spit three things out for me, and I’m going to think, wow. I’m a coach, right? Or I know some coach out there today is not really asking good questions, understanding. They just spit that question to the chat beat and showed up in a coaching session and said, hey, check out these three questions or these three strategies, right? Yeah. And they’re all valuable and they’re all there’s all some merit to them. But just like everything else, just like today, when you Google something, you want to check your resources, right? You want to check the sources on what’s coming through there. And I think that’s I think that’s one of those things that will continue to have to battle just like every other industry of, yeah, you’ve got information, but information isn’t behavior change. Um, if information were behavior change, there’d be one book on sales. We all would have read it and we’d all be using it to sell stuff.

Rob Gandley: Keep saying in a different way.

Brad Schneider: Right? Exactly.

Rob Gandley: Because you can’t change. Because you’re not doing the behavior change part, which is that. Yeah. It’s a it’s something else. You don’t need another book. Right. Anyway.

Brad Schneider: 100% right. The theories are all there, right? They’re all they’re all they’ve all been built on somebody’s success in a particular market or a particular industry, or with a personality, style or culture. I mean, there’s so many variables that go into that. You know, that’s why those books are great. And I read them. Yeah. It comes down to, can I change my behavior and can I do what I need to do in the right situation, at the right time to get my results? And I don’t see a world where some intervention from a coach isn’t going to be required to do that anytime soon.

Rob Gandley: Absolutely. Absolutely. Yeah. I mean, the I don’t know what it is, the the inertia of doing what you ought to do. Right. We we even know sometimes what we ought to do. Sometimes the coach just helps take away that little alibi in your brain that says, I can blow it off, you know?

Brad Schneider: Yeah. We, um, you know, that’s one of the things we talk about with our new coaches is that 90, 95% of our time, our clients know what they need to do. There’s something in the way, whether it’s personally, maybe it’s somebody in the organization, maybe it’s a lack of priority commitment on something. You know what I mean? Like they typically know the answers and then, you know, like we show our coaches. That’s why it’s important to build strong referral partnerships, like in the banking industry or in the legal space and things like that, because when they really don’t know, then we can tap them into the right resources to get the right information. But yeah, most of the time, just like you said, we know what we need to do. We know what’s in our way. We need somebody to help us through that. And that’s the value that we provide.

Rob Gandley: Exactly. Exactly. So let’s get back to marketing a little bit. Um, and I wanted to kind of, you know, so for me and I, we’re doing a lot of work with automation. We do a lot of work with the formation of an agent. I’ll use the word agent for anyone who doesn’t understand. It’s AI with action and skill and tools, and almost like what an employee might do in a very narrow way. Um, and that’s expanding every day. So what we have found in the last couple of years is obviously, the top of the funnel has always been a hard thing. And when I say top of the funnel, I mean, you know, that introduction, like, how do you introduce your brand to somebody that might be interested, might be a good, uh, target for you, right. A good, good, um, prospect. Right. And, and so we have found that certainly AI can be used in those environments where a human just never in the past could really do it well. Like, even, like just following up with inbound leads in a timely way. We always hear you’re supposed to follow up quickly if someone inquires online. And of course, that has never been a consistent thing with any type of marketing campaign that we’ve ever, like, I’ve ever been a part of. Um, but now with AI, it can be more of a, hey, we’re going to we’re going to go ahead and respond this way. This is exactly what we need to do in this time frame. And it can be more. This is what we need and it’s executed more flawlessly, let’s say not perfectly. And there’s work that has to go into building AI and agents. But what has been your thought on using AI in your tech stack? And maybe just tell me more about your your sort of, um, like you said, there was other things you like other boxes to check other than the sort of the networking and all that, but what what other technologies are you relying on in marketing and. Yeah, where do you see I may be playing in that space at some point.

Brad Schneider: Yeah. It’s interesting. We’ve had this conversation a lot in our franchise group just about, uh, potential new franchisees and, you know, a lot of conversation about when are those folks reaching out? Um, you know, I know every brand is a little different. We we kind of joke sometimes that in the coaching space, when that person’s been burnt out and they’re in that second glass of wine of the night where they’ve decided, I’m done with corporate and they’re googling, you know, we’ll get leads at 10:00 at night or, you know, 11:00 at night. We’re obviously our sales team isn’t hanging out ready to to call them right back. Right. And so we’ve been, uh, doing some things technology wise to try to capture that opportunity when they’re at Momentum’s there and they’re thinking about like, I mean, I’ve, I’ve really had enough and that and that desire to want to do something different right now. Well, how do we get them deeper into the top of the funnel, as you were saying, to ultimately get them to a conversation with folks. And so those are some of the things that that we’re working on right now.

Brad Schneider: A couple things in play in terms of, um, you know, bot response and things like that, and a couple other things to try to build into the funnel where I’m kind of looking for that from the growth coach specific perspective, then, is coaching is a lot like that too, right? Like, I had a rough day with my boss. I had a rough day with my leadership team. Right? Like if I’m out there looking around, you know, how do we start using some of those response tools to just get a little bit deeper so that when we’re having those initial conversations with our owners, um, and leads are coming through our website, um, we’re a lot closer to knowing where the target is to start that conversation, because one of the challenges in coaching is, is it’s such a broad field in terms of ways we could help. And so the more that we kind of kind of hone that in a little bit in our conversations and kicking those off the better, and technology certainly has a place for that.

Rob Gandley: Absolutely. Yeah. I think I think the idea of intention. Right. So we knew we learned that from Google, like when they launched their their ad program, uh, against these ideas of, well, the Yellow Pages was probably the first like the intention of I need a plumber. Uh, whatever. But but then keywords with, with Google. And so we do know that intention is probably if you can know it, if you can marry intention with timing. It is a very powerful thing with sales and marketing. And what I would say is a guy that’s in this is that the ability to build a B2B audience with that sort of intention part, which you don’t always get, you get that would be to say it’s easier with the, you know, the old the other pages and, and Google. But with B2B it’s always been, wait a minute, how do we do B2B? Because we’ve got to target certain types of people first sometimes, right. Like it’s really hard. And so but then how do you how could we know their intention. Are they looking for anything specific to what we do and more of that’s available out there? I’m not saying it’s perfectly accessible and for everybody, but it’s a big thing that we have focused on is to provide audiences that have intention, along with the B2B targeting.

Rob Gandley: Right. Because you’re right. If you can marry the two, then you can be a little bit more personal and relevant. You know the what’s in it for them. And that’s when it starts to be like, okay, yeah, I’ll pay you. Yeah, here’s the money. Because now it’s attached to the result and and they get it. That’s what they’re trying to get to. And I can get. Why, as a coach you would want to be closer to that. Not that your methodology couldn’t show somebody very clearly how they can help help them. But if you could talk more in the middle of I’m on this mountain right now, I’m trying to get to the top, I’m on this rock. Can you help me get to the next ledge? I mean, that’s kind of where some of these people are when you’re reaching out to them. And anyway. But yeah, that that’s kind of how I saw that. And I think there’s more, more ability to do that now. So it’s good that you’re thinking that way.

Brad Schneider: Yeah. It really resonates because I know when we teach our coaches to have those in-person interactions, right, most of the time the first thing a prospect tells you is not the real issue. You know, they’ll say things like, well, hey, we’ve got time management problems. And it’s like, well, okay, yeah, you might have the hard time of trying to figure out how to prioritize tasks or things like that. But is that priority issue in the fact that nobody knows what the expectations are for your business? So it may not be a matter of do I know how to prioritize? It might be we got to have a big global conversation about what’s most important to us as a business and where do we focus. Right. And so, yeah, it’s it’s a delicate blend. And then trying to turn that into some sort of logic that can respond, um, it’s a tough ask, but I know enough about our world. Somebody’s going to figure it out, and they’re working on it right now, and they’re going to continue to refine it. It’ll get better and better.

Rob Gandley: Yeah. Absolutely.

Brad Schneider: Absolutely.

Rob Gandley: Well, so so with your business, I know that you have a lot of stories, right? I know that you’re between you and your franchisees. Um, you want to share one that just kind of comes to the top of mind. Just something transformational, something whether whether it’s just a fun story to share or just something you’re proud of or, you know, like you said, you’re here to help people. You’re here to serve. So maybe, yeah.

Brad Schneider: I’ll give you a a personal one from my own practice where I got this feedback a couple of months ago from From an owner I’ve worked with. She. We’ve known each other for a few years and, like, off and on, like. Yeah, I want to, you know, I’m not sure. And you know about. It’d be about a year and a half ago now we really got into it and um, and started to engage heavily kind of in our program and, um, you know, for her, she’s inheriting the business from her dad. Um, he’d grown it and developed it for close to 40 years. He’s he’s one of those guys that I think is probably like you and I like we’re never going to officially retire. Right. But, like, he’d like to travel a little bit more and do some things. And so, you know, she’s been taking it on and it wasn’t really necessarily having the success that she wanted. Um, you know, I think for her it was probably some frustration too, of me and my dad did so much. And now, you know, like the, the thoughts of am I letting him down and things like that. And, um, you know, we did a lot of really hard, visionary work around not just what it’s not what your dad wanted to build, it’s what do you want to build now? And we used our coaching process to work through that, figure out where to prioritize some of our relationships.

Brad Schneider: Who’s who is she hired? Does she have the right people on board? And, you know, fast forward, you know, about 13 months later, financial positions completely different than what it was a year ago, um, about just, uh, just under doubled revenue for a year in terms of working with us, just making some serious changes that, again, like we talked about before, I was just pointing her and getting her thinking in the right way. She did the work, her team did the work. And, um, you know, we just had one of those kind of one on one wrap ups, and then she just stopped. She’s like, I just wanted to thank you so much because you’ve changed me and you’ve changed my family’s life. And like, I mean, as much as much as, like, this is a business, right? And you’re trying, you know, like when somebody just out and out tells you, like, I’ve got chills right now in my spine just retelling this from months ago, where she’s just like you changed her family’s life. You you you. You changed the course. You. You know, when you get stuff like that, Rob. Like. And that’s what the coaching business can do. Yeah. I mean, it’s it’s priceless to get that kind of feedback and know you’re having an impact.

Rob Gandley: Yeah. We’re you know, we’re not here to build a big pile. Right. And say, I got my hands around it and I’m going to die with the biggest pile. It really is about being together. It’s about helping others. It’s about making others be their best self. Right. And I feel like coaching it unlocks something in people. And I like the word alignment. I like that because it just it makes sense to me. I’ve had so many struggles in my life with just not thinking about things the right way. It could be almost fixed with one sentence, but it’s like you can’t get to it. It’s like a little magic key. And coaches are masters at that, right? Really understanding what is the problem behind the problem? Behind the problem. Maybe ask why five times before you get to write. You go deep into that, into that, and but once you unlock it, my God, it’s like a weight got lifted off and now you can execute, you can be your best self. And then the results come and you say, you’ve changed my life. You know what I mean.

Brad Schneider: So 100%. And then when they get that sense of clarity and then a little bit of confidence of a couple wins, you know, it’s like look out. You know, they’re just they’re just after it. And now it’s funny. You know we do quarterly planning sessions on where they’re at. We just did the half year session. And you know now the numbers that they’re talking about I just paused for a second. When we were talking I was like, did any of you think like 15 months ago we’d be talking about these kinds of opportunities? I mean, national accounts, things like that, that like 15 months ago, if I said, like, you could do this, they’d have been like, yeah, we can’t do that. Right? And now it’s like, it’s not big enough, you know what I mean? Like, wow, well, like, we could be doing this. It’s like. Yeah, yeah, you really could write. And so.

Rob Gandley: Yeah.

Brad Schneider: It’s just awesome to see that confidence, that focus, that excitement and everything. And um, yeah, it’s it’s it’s a it’s priceless when you get that kind of feedback and know you’re having that impact.

Rob Gandley: Yeah, yeah, yeah. That’s, uh. Well, I don’t have to ask you. One of the things you’re looking for in a candidate would be someone who wants to do that. Wants to feel that, of course, wants to make a great living so they can do more of that, right?

Brad Schneider: Yeah. I mean, it’s really it’s really a business of the heart, you know what I mean? Like, not to say that you can’t make money, not to say that it’s not lucrative, but like people, people smell that lack of authenticity or they feel that authenticity when you go to engage with them. And if you’re not authentic and you’re not really true to wanting to be that servant, people will feel it. Right? And, um, it becomes a really hard business if you don’t have that. So that’s the number one thing we’re digging for and trying to find out what that looks out, not just for their clients, but, you know, one of the things that I think is unique about us is, especially as I’ve coached in some other franchise groups, is we’re very collaborative. And so, you know, because we’re helpers, we’re helping each other out too. And so, you know, even more importantly than, you know, having that mindset to go be successful, we want to bring people in that our coaches want to work with as well, that they want to hang out with at a conference, that they want to jump off line with them and talk about some things in between our monthly coaching sessions and things like that. And yeah, that’s that’s definitely a huge, huge requirement for what we’re looking for. We bring in people that work hard, but they’re servants.

Rob Gandley: Yeah, I love it. I love it so. But but if someone all right. Because one of the as you mentioned earlier, you were mentioning that, you know, sometimes people are going through that cycle of one minute they’re all right, I’m okay with my job, my career, next minute I’m about done right. And is there something where I can use myself better? Right. Get more. Just feel like you’re achieving something that you’re called to do, right? Um, what would be the advice you might give these guys? Because I know I’ve been in that spot. You might have been in that spot at some point in your career. I know it’s hard sometimes when you’ve been in, in a corporation or sort of a career job sort of thing, but you’re at that stage where you’ve just been thinking about a business now for a little bit. And yeah. What would your advice be to try to say, hey, make a decision like, you know, um, how do you help people like that that are kind of on that fence?

Brad Schneider: You know, I think the number one thing is helping them understand that they truly have the power to create the life for themselves that they want. And so whether that’s coaching or any other business like franchise, not franchise, right. Like, you know, if you are, if you feel like you’re stuck and you’re surviving your corporate job, then you’re stuck and you’re surviving. But that’s a choice. And that, yes, it’s sometimes nice to have that guaranteed income or all the other stuff that comes with it. But if you’re not happy, I just want you to know, and this is what I talk with my clients about all the time. Like, if you’re not happy about something, you have to understand you’re choosing it right. And so you can also choose the ability to create something that you love, the something that gets you excited about doing something that if you do it on a Saturday morning, it’s not working right. Like those sorts of things, like you can create and choose that. And, you know, I think, I think our world would be a heck of a lot better place in general if folks really understood that that’s something that they can change, and that’s something that they have the power to do.

Brad Schneider: Franchising is an amazing way to help people do that in an accelerated fashion to have that success. Um, it’s why I became a franchisee. It’s why I now work as a franchisor as well. Um, but I never want people to feel like they’re stuck or trapped, and I want them to understand they don’t have to stay that way. And for me, that’s that’s the biggest one, because I don’t think a lot of people tell them that, you know, owning a business is not the most natural thing to put, you know, put your finances and your life on the line and everything like that, that you’re you’re kind of doing, you know, it’s it’s scary. It’s a little bit like skydiving, right? But, um, you know, the freedom that comes with it. Oh, man. It’s just you can you can make it what you want to be. I know I’m rambling a little bit, but it’s because I get so excited about the topic.

Rob Gandley: Yeah, yeah.

Brad Schneider: No.

Rob Gandley: Me too. But but it’s it. It really is a decision. I love that because a lot of times, our default situation, a lot of times we tell ourselves, I think one of the tricks we play is convince ourselves, well, we don’t have a choice. It’s easier to not make that decision because you tell yourself you don’t have the choice, but you do. And sometimes it does take some steps, of course, but, uh, it is about making a decision though, internally. Like that little key I talked about it earlier is you just know I’m doing it now. I’m, I’m moving forward. So. But I would say certainly don’t stop not entertaining it. And yeah, if you’re, if you’re stuck on a Saturday morning or late at night looking for different opportunities, you’re probably time to make a decision, right. It’s probably time. But anyway, before before I let you go, can you share with the audience like a good way to get Ahold of you guys? Because not only from a coaching, but also from an opportunity standpoint, uh, just will be the best way to do that.

Brad Schneider: Yeah, the easiest way is growth coach.com. When you when you go there, you have a couple different choices. You can kind of look at what it might look like to to own a franchise. Um, and if you’re listening to this and you’re working either in a franchise space right now or, um, you could use some business coaching, some leadership development, some sales coaching, you know, we have the opportunity on there for you to get connected up with somebody local to your community as well, to be able to come out and help. So either way, whether you’re looking for a coach or you’re looking to become one growth coach is a great place to go.

Rob Gandley: Uh, you know what, Brad? Thank you. Thank you for being here, for your insight on, uh, on on AI and on just coaching, like, just as you said. Um, like I said, I, when I get takeaways, I always feel like, oh, cool. But I appreciate you appreciate your insight, appreciate your leadership and your brand. It’s a great brand and I highly recommend that you do reach out if you have questions. Uh, because you will learn regardless. It’ll help you on that journey once you make that decision. You’re on a path. But but this is one of the steps. So I would take it. And, uh, again, thank you for being on the show today and for our audience. Just thank you for tuning in. And please share this with anyone you know. If you found value and we appreciate you. And bye for now.

 

Tagged With: The Growth Coach

Kevin Eikenberry With The Kevin Eikenberry Group

June 6, 2025 by Jacob Lapera

High Velocity Radio
High Velocity Radio
Kevin Eikenberry With The Kevin Eikenberry Group
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Kevin Eikenberry is the Chief Potential Officer of The Kevin Eikenberry Group – a leadership and learning company based in Indianapolis, IN with a team across the United States.

He has spent over 30 years helping organizations and leaders from at least 53 countries become more effective. Global Gurus has listed him on the list of most influential thinkers on leadership for the last four years. His blog and podcast are among the most popular on leadership.

Remarkable Leadership, From Bud to Boss, and The Long-Distance Leader, The Long-Distance Teammate, The Long-Distance Team, are among the books he has authored or co-authored.

He believes his new book Flexible Leadership: Navigate Uncertainty and Lead with Confidence, is his best and most important work yet.

Connect with Kevin on LinkedIn, Facebook, and Twitter.

What You’ll Learn In This Episode

  • Flexibility as a Leadership Skill: Why adaptability is essential for today’s leaders and how to develop it.
  • The Power of Adaptability: How leaders can cultivate a flexible mindset to thrive in uncertainty.
  • Leadership Mindset Shifts: Overcoming traditional leadership barriers to embrace a more adaptable approach.
  • Moving Beyond Style: How leadership styles, and strengths can keep leaders from being as effective as they want and need to be.
  • Adapting to Change: How leaders can shift their strategies to remain effective amidst uncertainty.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

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

Lee Kantor: Lee Kantor here. Another episode of High Velocity Radio, and this is going to be a good one. Today on the show, we have Kevin Eikenberry, who is the chief potential officer with The Kevin Eikenberry Group. Welcome.

Kevin Eikenberry: Thanks for thanks for having me. Lee.

Lee Kantor: I am excited to learn what you’re up to. Tell us about the Eikenberry Group. How are you serving folks?

Kevin Eikenberry: Well, we’re in the business of helping leaders get better so the world can be a better place. Because you know what, Lee? Nothing positive happens in the world without someone leading. And so leadership is a high leverage sort of activity. And that’s what we spend our time doing, is helping leaders and their teams get more effective so they can get better results.

Lee Kantor: So what’s your back story? How did you get involved in this line of work?

Kevin Eikenberry: Well, I was born. Oh, you don’t want to go back that far. So I have been doing this kind of work for a long time. I started the company almost 32 years ago, and prior to that I worked in corporate America. And really our business started in that all around learning in general. And we very, very quickly moved into focusing on helping leaders learn again from that leverage perspective that we talked about. So the back story is working in corporate America involved before I left, after doing sales and marketing roles, getting involved in sort of adult learning stuff, corporate learning inside of a large fortune ten company and then left to start the company. That’s now the Kevin Eichenberger.

Lee Kantor: Now before that, as I understand, you grew up on a farm. How had how did that impact kind of your view on the world?

Kevin Eikenberry: It it absolutely is true. And it did impact my view of the world. I think it has a lot to do with my work ethic. It has a lot to do with because we had a farm and other farm related businesses about thinking about what what customers really mean and how do we take care of customers. So I think it helped me in a lot of those kinds of ways. And, you know, I went to Purdue and studied agriculture and people said, how do you end up doing what you’re doing now? Well, I went to school to learn about growing things, mechanical systems and biological systems, and now we deal with human systems. So it’s still about systems. It’s about thinking in the big picture and then helping to create the learning that’s required so that those important things we want to have happen can actually happen.

Lee Kantor: And then you have a new book out, Flexible Leadership, Navigate uncertainty and Lead with confidence. What what kind of drew you to the concept of flexible leadership?

Kevin Eikenberry: Well, I’ve been as I said, I’ve been in this business doing this kind of work, written a bunch of books over the years. And and to me, this is the, the time. What’s different about our world today is things are more uncertain and complex than ever. And so if we think that we can lead the way we did five years ago and get as good of results as we did five years ago. That’s not a very good bet. In fact, I don’t think we can get as good a results because the world is changing and if we’re not changing with it, we can’t get the results we need. Now, I’m not talking about changing everything. A whole lot about leadership. Lee hasn’t changed at all. But the stuff that has changed matters a lot. And mostly this comes down to changing how we lead, not the what of leadership. Not the principles, not the not our values. I’m not talking about changing those things. Those things are rooted like a tree, but just like a tree. It has to bend and flex in the breeze. We have to be able to approach things in new ways. When we see the context is changing and that’s what the world is, is changing. So what do we need to do to adapt to those changes, to get to get the results we really want?

Lee Kantor: So now how do you recommend to your clients? Um, how to know what change is real? What change is fleeting? What changes? Is foundational.

Kevin Eikenberry: Yeah, that’s a really good question. And I think the first thing we have to recognize is let’s just talk about the word change for a second. So when when organizations talk about making organizational change or changes happening, what we end up doing is acting as if everything is changing. When the reality is everything is not changing. Much of about what’s going on in our business and about our work processes aren’t changing. But if we only focus on the change and we don’t have the context of what’s not changing, then we overreact, right? So we have to keep that in mind. And that will actually help us lead the changes that are happening. If we can get people to be clear on here’s what’s the same and here’s what’s new. That’s the first piece. And the second thing is to look at the change from the context of where it’s taking us. Right. So we talk about, uh, a context map or a framework that helps us see the situations that we’re in to help us decide how we might need to flex. And so five years ago, ten years ago, 15 years ago, a whole lot of our work, the work of of organizations, the work of leaders was in what we would call the clear context. We knew that we knew the cause and effects. We could apply best practices we could build, process processes that allowed us to continually and repeatedly get the same result every time, which was awesome, because we had an awful lot of things that we knew about. And as long as we applied based on what we knew, we’d be in good shape. But there are far fewer things that we know have all the information about anymore, right? With with globalization, with further specialization, with new technologies, with new ways of work, because of pandemic. All of those things create more unknowns. Um, and in fact, oftentimes we don’t even know all the things that we don’t know. And so once we can recognize that, that’s the context that we’re in. We can start to recognize that we need we need to lead differently in those moments.

Lee Kantor: But then how, as a leader, do you lead in the moments where there is so much chaos and so much uncertainty? Or how do you know where where the true north is if it seems like it’s always moving?

Kevin Eikenberry: So the first thing is the true north should still be what? Excuse me? What the goals and purpose of our organization is. So we have to keep that in focus and then say, what do we need? What do we need to do or try now? And I think the word the word try becomes really important. Because what. Excuse me again. So if you look back over the last few years, what organizations wanted to do after we came out of a pandemic was do what they’ve always done, which was create a new policy, which would be the new way we would do work. And we can now look back over the last 2 or 3 years and see that those policies that people implemented didn’t work very well because they were operating as if they now had all of the all the Intel they had all the insight, and they knew everything. When we don’t. So when we’re in a situation where we’re sure that we don’t know everything, we need to not try to set policy, but rather pilot things, try stuff, take small risks, do small experiments and experiment doesn’t mean try something. Just we’re going to try this and then we’re going to roll everybody else into that in six weeks.

Kevin Eikenberry: Try this, try this, try this. We’re thinking about an organizationally. We got to try multiple things so we can start to see what we learn from those experiments to help us make better decisions, because we start to get more information as we do that. And that’s not typically the way we’ve led in the past. We’ve tried to come up with a new way, and now this is where we’re headed. And and that’s getting us the kind of results we’ve gotten in the past, which think about it this way. Oftentimes people will say, Lee. Uh, man, if I know now if I had known six months ago what I know now, I’d have done something differently. And every time that we see that happening to us, that was a time that we should have done more testing and trying rather than just taking a single action six months ago. So the better we become at recognizing that we don’t have all the answers, the better chance we have to adjust the way we would lead compared to what is our natural or learned response.

Lee Kantor: Now, how do you help companies that may, like you described historically, might have experimented on a whiteboard and, you know, spent months and months of planning and then implementing whatever that brilliant idea was, and then tell everybody to fall in line to this more nimble, um, experimentation way to innovate and grow. That requires that’s going to have more failures and learnings, uh, rather than, you know, a big success or in some cases might have been a big failure. How do you kind of get that cultural shift? Because in order to have a culture that embraces experimentation, there is going to be people who are going to try things that aren’t going to work. And in a lot of organizations, especially large ones, they’re not very, um, they’re not usually holding up the people who, uh, who created a bunch of failed experiments. Those are the people who usually get fired.

Kevin Eikenberry: I think I think you’re right. So I think there’s a couple of things. First of all, that’s a really astute point that that in many organizations we can talk people talk about we want people learning, but they don’t really want them to make mistakes. Right?

Lee Kantor: You can learn all you want as long as it works, if it doesn’t work.

Kevin Eikenberry: And yet we all know individually that’s not how learning really works, right? So I would say a couple of things. So if you’re listening to me and you’re a CEO, then you have a chance to start to change that culture. But most people who are listening are probably somewhere in the middle of the organization. Maybe you’re a frontline leader. Maybe you’re a leader of leaders somewhere in the middle. And I would say the best thing you can do is to start trying this in small ways. And I mean, the way you described it, Lee, is the way people often think about it. Like, we’re going to try this on a big scale. I’m saying try it on small stuff. I’m saying just try stuff in little ways. Start getting people to work on that adaptation muscle, if you will, and and don’t make it on things that are sort of career limiting if we fail at first because as people get used to having the psychological safety to try stuff, uh, then there’ll be they’ll get better at the trying, we’ll get better at the learning. And the other piece is when we’ve only done one thing, and then if it fails, it’s a problem. It’s just it’s a big deal. But if we’re if we’re trying to fail forward rapidly, then the steps are smaller. The mistakes are smaller, and we we move on to the next one quicker. So, uh, in every one of those cases, it helps make it a bit safer. In the big picture, if all we’re talking about is big things, big tests, uh, that are highly visible, those are going to be more risky if we’re in the middle of the organization. But there’s lots of smaller things we can be trying just to see. And if we’ll do that, we got a better we have a better chance of success. We do, though, as leaders, to your point, need to recognize that we’re now asking people to do stuff that might not be what they’re used to or initially comfortable with.

Lee Kantor: So how do you build the culture that allows, you know, failed experiments to exist and still get a high five and still keep their job like it? To me, there’s a trust gap in the sense that a lot of times leaders tell people to take chances and to do experiments, but when it comes to the actual it not working. You know, that’s not like, oh, that was a good learning. You’re promoted. That’s usually not the case. It’s like, wow, that person doesn’t have a lot of good ideas. Why are they on the team?

Kevin Eikenberry: Yeah, it’s easy to say that I want that. And then it’s also then easy to blame people when they’re the one. They’re the ones that make the mistake. Right? So what I would say to leaders in A is as kind and yet as direct a way as I can, is that you need to go first. Being a leader means going first, which means don’t just start asking other people to try stuff. Try stuff yourself. Uh, and when we do that, we’re sending a different message, and we make. And when we’re the ones that have done the testing or we’ve tried something different, which fundamentally is what I’m suggesting, if we’re going to be flexible as a leader, we’re going to do it differently. You know, in a conversation, in a coaching moment, um, in a decision that we make, we might do it differently than we’ve done it before. If we’re willing to try things, adapt ourselves, we start to set the tone for others. Um, if you as a leader are listening and say this all sounds really good as long as they do it right. Uh, then you’re running all the risks that Lee’s talking about.

Lee Kantor: So when you’re working with your clients, do you have kind of a sweet spot in the type of firms you work with? Um, are they small? Are they large? Are they. You mentioned working for the largest of the large enterprises. Is that kind of where you spend your time? What’s the ideal client fit for you?

Kevin Eikenberry: So, uh, we’ve worked with with people, you know, in doing this for over 30 years, we’ve worked with just about every kind of industry you can imagine. But typically we are best suited because of the size of our organization to work with organizations or decision units of 10,000 employees or less. So we obviously work with some very large organizations, but but often that’s with a division with a. Region or something where they have decision making power and it’s not 50 or 70 or 100,000 employees, but it’s ten, five, eight, 10,000 employees that they have some buying power around. And so organizations really in the 2 to 10,000 employee range or decision makers in that 2 to 10,000 employee range is probably where we’re best suited and have had most success.

Lee Kantor: And industry agnostic, like it could be a service company, it could be a manufacturer. Doesn’t matter.

Kevin Eikenberry: Yeah pretty much we’ve we’ve had the chance to work across a lot of industries over the years. And you know, at the end of the day, everyone wants to ask, Lee, have you worked with people in our industry? Have you done this? Have you done that? And the answer is whether it’s yes or no. The reality is what they’re trying to find out is can you help our situation. And the situations are way more the same than different, right. Um, and so we have had a chance to work with folks in lots of different industries, both manufacturing, service and pretty much name it over the years.

Lee Kantor: So what’s the pain that your customer or prospective customer is having the day before they call you? What is frustrating them where they’re like, I got to get Kevin and his team in here.

Kevin Eikenberry: Well, it could be one of three things. It could be that they’re having trouble developing the leaders that they need for the future. So that could look like succession planning leadership pipeline. It could be that they’re that the leaders are the fact that their leaders aren’t as effective as they could be is causing retention or turnover problems. Those are probably the two biggest ones. And then the third one is just organizations that recognize that if we’re going to be more successful, we know that the the, the leaders are what will help us get there and are willing to invest in them, sort of, regardless of any other specific situation.

Lee Kantor: Now, do you have any advice for folks that maybe have grown up leading teams that were all in the office altogether human to human? I bump into people at the water cooler and now they’re dealing with more remote work. Maybe it’s global. Maybe it’s they’re just not seeing their people in person as much as they used to. Any advice for that type of a leader?

Kevin Eikenberry: Yeah. Well, um, before the pandemic happened, I co-wrote a book called the Long-Distance leader, and I’ve been leading a virtual, almost entirely remote team for about 15 years. And so I would say about three things. Number one is, as leaders of teams who are remote, virtual, hybrid, whatever way you want to say that, number one is you have to be more intentional about everything because you’re not going to see people a lot of water cooler. You have to make sure that you’re making time to interact with folks along the way. That’s the first thing. You have to be more intentional. Number two is you have to think differently about the way you communicate. We have so many different ways, mediums with which we can communicate, and we need to make sure that we’re using the right communication tools for the right times. And that includes don’t forget the phone and remember the webcam, because that’s the next best thing to being there in person. And then the third thing I would say is that we have to acknowledge that not everyone’s experience about where they’re working and when they’re working is the same. How they’re experiencing it may be different than us. We need to make sure that we’re connecting with our folks well enough to know how they’re doing, so that we can help them succeed moving forward.

Lee Kantor: What about advice to the young person who, um, hasn’t learned what it’s like to be in close proximity with their boss? How should they? What should they be doing in order to be promoted, to kind of get the most out of their experience in this new job? That might be remote?

Kevin Eikenberry: Yeah. You know, it’s really interesting. The first part of what you said is we have we have a we have a group of folks who came into the workplace and never went to the office. Right. And so now maybe they still haven’t, or now their challenge is I’m now in the office. What do I do? But whether that’s the situation or they are remote. Either way, we would suggest that you think about how do I become more visible, but do that in an ethical way. You don’t want to be the person that is just trying to be seen, but rather what you want to do is be seen in ways that’s that’s in alignment with the culture of your organization. But it’s also seen as not being just for you personally, but for the good and benefit, and with the intention of helping the entire team. If you’re doing those kinds of things, if you’re willing to volunteer not just to be seen, but because you want to add value, if you are willing to offer the chance to mentor others that are coming into the organization or whatever those things might be, as long as folks see you as doing it with good intention and see you as getting your core work done, as well as the things that help you be seen as adding additional value. You’ll be in good shape.

Lee Kantor: So if somebody wants to learn more, where should they go? Is there a website? What’s the best way to connect with you and learn more about your books and your practice?

Kevin Eikenberry: Yeah, if you go to the you want to learn more about US organization, just go to Kevin eikenberry.com. That’s Kevin e I k e n b e r r y.com. If you want to learn more about the book, just put a slash flexible. After that that’ll point you to everything related to the book. Flexible leadership including getting you a sample chapter. And in terms of me personally, along with those locations, you can also just connect with me on LinkedIn. I’d love to have you do that.

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

Kevin Eikenberry: Thanks so much.

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

Tagged With: Kevin Eikenberry, The Kevin Eikenberry Group

How Purpose Builds Value Confidence, with Shane Jackson

June 4, 2025 by John Ray

How Purpose Builds Value Confidence, with Shane Jackson, on The Price and Value Journey podcast
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How Purpose Builds Value Confidence, with Shane Jackson, on The Price and Value Journey podcast

How Purpose Builds Value Confidence, with Shane Jackson (The Price and Value Journey, Episode 135)

In this episode of The Price and Value Journey, host John Ray shares a powerful conversation with Shane Jackson, leader of Jackson Healthcare and author of This Is the Thing: About Life, Joy and Owning Your Purpose. They explore the often-overlooked connection between understanding your personal purpose and being able to confidently communicate your professional value.

Shane reveals why the professionals who struggle most with confidence in their value are often those who haven’t done the deeper work of understanding what drives them and why their work matters. Through personal stories and practical frameworks, he shows how clarity about your purpose becomes the foundation for confident client conversations.

John and Shane dive into redefining purpose as something practical rather than mystical, the power of seeing your work as creating ripples of impact, and Shane’s “pebble in your shoe” technique for staying intentional about how you show up professionally. Whether you are struggling to articulate your value proposition or feeling stuck in value and pricing conversations, this episode offers insights that go far beyond typical business advice.

This conversation originally aired on North Fulton Business Radio, but the insights are so relevant to The Price and Value Journey that John wanted to share them here.

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 from this Episode

Purpose drives confidence – Service providers who struggle with value conversations often lack clarity about their own purpose and the unique value they bring

Purpose is practical, not mystical – Purpose is simply “the result you want from all the decisions you make in life.” It’s about how you want to experience your work

Purpose evolves and that’s healthy – Embrace that your sense of purpose will change over time as you grow and your circumstances change

Focus on impact, not memory – True legacy comes from the ripples you create through impacting others, not from being remembered

You’re already positioned to create value – Before seeking new opportunities, recognize the influence and impact potential in your current role and relationships

Small intentional changes compound – Use “pebbles in your shoe,” simple triggers that prompt you to ask, “Is this aligned with how I want to experience my work?”

Community amplifies purpose – Relationships and networks aren’t just business tools. They’re essential for discovering and living out your purpose

Topics Discussed in this Episode

John Ray with Shane Jackson
John Ray with Shane Jackson

00:00 Introduction to The Price and Value Journey
00:05 The Importance of Personal Purpose in Professional Services
00:22 Introducing Shane Jackson and His New Book
00:51 The Connection Between Personal Purpose and Professional Value
01:25 Insights from Shane Jackson on Purpose and Value
01:54 Rebroadcast from North Fulton Business Radio
02:28 Shane Jackson’s Background and Jackson Healthcare
03:56 Jackson Healthcare’s Role During the Pandemic
05:43 Discussing Shane Jackson’s New Book
08:19 The Concept of Purpose and Its Practical Application
14:11 The Evolving Nature of Purpose
16:45 The Journey of Purpose and Joy
19:09 Legacy and Family Lessons
19:54 The Futility of Building a Legacy
21:05 Impact Over Remembrance
22:02 Family Legacies: A Tale of Two Histories
25:06 Creating Ripples: The Power of Small Actions
25:41 Purpose and Leadership
28:53 The Importance of Community and Relationships
34:32 Practical Daily Changes for a Purposeful Life
38:17 Conclusion and Final Thoughts

Shane Jackson, President, Jackson Healthcare, and Author of This Is the Thing: About Life, Joy, and Owning Your Purpose

Share Jackson
Shane Jackson

Shane Jackson is President of Jackson Healthcare, the parent company of more than 20 healthcare workforce services businesses that serve over 20 million patients each year. Championing its mission of improving the delivery of patient care and the lives of everyone it touches, he has led the organization through growth that has landed it on the Forbes® list of America’s Largest Private Companies; placement on the 100 Best Companies to Work For® and Best Workplaces in Health Care™ lists by Fortune®; a spot on the Companies that Care list by PEOPLE®; and nearly a decade of Great Place To Work® certification.

Shane is the author of two books: This Is the Thing: About Life, Joy, and Owning Your Purpose (2025) and Fostering Culture: A Leader’s Guide to Purposefully Shaping Culture (originally published in 2018 with a second edition in 2024). He has written for Fast Company and Forbes on the topics of leadership, workplace culture, and living and leading with intention. He also publishes insights on his own platform and is a frequent keynote speaker at conferences and events across the country.

In addition to the business he leads at Jackson Healthcare, Shane champions the organization’s LoveLifts community impact platform that focuses on improving access to healthcare and the well-being of young people. Under his leadership, LoveLifts partners with more than 450 nonprofit organizations annually, making a positive impact in local and global communities.

In 2024, Shane was named an Ernst & Young Entrepreneur Of The Year® National finalist, in addition to being selected as a winner in the program’s Southeast region. He also has been recognized multiple years on Staffing Industry Analysts’ Staffing 100, a list of the top North American leaders shaping the industry and influencing the workforce solutions ecosystem.

Shane serves on the boards of 3DE and King’s Ridge Christian School and is vice chair of the leader-led goBeyondProfit business initiative that promotes the belief that giving back is good for business. He earned an MBA from Emory University and a Bachelor of Business Administration degree from Harding University.

Website | LinkedIn

About The Price and Value Journey Podcast

The Price and Value Journey is a show for expert-service professionals who want more than formulas and quick fixes. If you’re a solo or small-firm provider—consultant, coach, attorney, CPA, or fractional executive—you know the real work of building a practice goes far beyond pricing. It’s about finding clarity, showing up with confidence, and learning how to express the full value of what you do in ways that clients understand and appreciate.

The Price and Value Journey Podcast with host John RayHosted by John Ray, business advisor and author of The Generosity Mindset, this podcast explores the deeper journey behind running a services business: how you think about your work, how you relate to clients, and how you sustain a business that’s not only profitable but deeply fulfilling. Yes, we talk pricing, but we also talk mindset, business development, trust, empathy, positioning, and all the intangible ingredients that make a practice thrive.

With solo episodes and conversations featuring thoughtful guests, The Price and Value Journey is a companion for professionals who are building something meaningful. Produced in partnership with North Fulton Business Radio, LLC, an affiliate of Business RadioX®, the podcast is accessible on all major podcast platforms. The complete show archive is here.

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.

In his other business, John is a podcast show host, strategist, 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 850 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

The Generosity Mindset, by John RayJohn is the #1 national best-selling author of The Generosity Mindset: A Journey to Business Success by Raising Your 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 | Twitter

Business RadioX®:  LinkedIn | Twitter | Facebook | Instagram

Tagged With: building a legacy, confidence, Jackson Healthcare, John Ray, joy, legacy, professional value, purpose, purpose and value, purposeful life, Shane Jackson, The Price and Value Journey, value

Elisabeth Constantin With Abreo Executive Services

June 3, 2025 by Jacob Lapera

High Velocity Radio
High Velocity Radio
Elisabeth Constantin With Abreo Executive Services
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Based in Nashville, TN, ABREO is an outplacement and executive transition services firm born out of the Executive Education communities at Harvard, Wharton, and Stanford. We support CHROs and CLOs when it matters the most: in high-risk exit scenarios at the C-Suite, President, and Director levels.

Elisabeth Constantin, M.A., M.Ed., began her professional journey in Europe in Marketing, Communications, and B2B Commerce. After moving to the United States, she built a career in global HR Service Delivery, Total Compensation, and Expatriate Consulting. She founded ABREO after a decade of supporting Fortune executives’ career transitions across the global manufacturing, IT consulting, bio-engineering, and raw materials industries in North and Latin America, Europe, and the Middle East.

As a public speaker focused on executive and C-Level career ROI, Elisabeth Constantin has been invited by Ivy League Clubs across the U.S., the Harvard Business School National Women’s Association, and leading industry organizations, including Finance Executives International (FEI), the Association for Corporate Growth (ACG), Dell, and EuroFinance (Economist Group).

Constantin serves as a board member for the Center for Global Citizenship at Belmont University in Nashville. She was educated in Germany and furthered her studies at Harvard Business School in Cambridge, MA.

Connect with Elisabeth on LinkedIn.

What You’ll Learn In This Episode

  • What does ABREO do.
  • Why do companies offer this service. What’s in it for them.
  • What sets her business apart from other players in this field.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

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

Lee Kantor: Lee Kantor here. Another episode of High Velocity Radio, and this is going to be a good one. Today on the show we have Elisabeth Constantin, who is with a ABREO Executive Services. Welcome.

Elisabeth Constantin: Yeah. Thank you so much for having me, Lee. It’s a pleasure to be here.

Lee Kantor: Well, I’m so excited to learn what you’re up to. Tell us about a brio. How you serving folks?

Elisabeth Constantin: Yeah. So we are an executive, outplacement and transition provider based in Nashville serving C-suites nationwide. So that’s probably a little bit obscure, if you will. But like what we do essentially is the best way to describe it is when large publicly traded companies and large private companies led top level people go. So CEOs, C level leaders and a couple layers down. We get brought in to help those transitioning executives find their next opportunity. And in the US, that demographic like C-suite vice president directors, is approximately 2.5% of the workforce. So you could say essentially that it’s job search support for the top 3%. And it’s needed because the job search at those top levels is very different than what it is for middle management or vocational demographics, and it takes a lot longer. So companies will often provide this support as part of the executive severance package when they’re letting senior leaders go.

Lee Kantor: So when a company is contacting you, that means that changes already happened or it’s on the way.

Elisabeth Constantin: Yeah, it can be either. So, you know, I don’t terminate top executives myself. Like, sometimes I’m in the room, but most of the time we get brought in in the aftermath to move the leader forward towards their market reentry. So it’s not necessarily the sexy or the glamorous work, but it’s deeply impactful and important work. And we’re not meant to be seen. We serve quietly behind the scenes, and when we do come on site, sometimes it’s very interesting, like we get brought in under a different name, get rushed past security because it’s all very hush hush at that level. And a lot of people understand that world and companies don’t want to start rumor, but it’s typically, yeah, top level shakeups. New CEO comes in, wants to clean house or an opportunity. Simply didn’t work out with the leader where it’s not a where it’s not a fit. Or it could be large scale change from like M&A or other activities. It’s very case to case.

Lee Kantor: And then so is the board the one that kind of contacts you or is it, like you said, a new leader comes in and they’re like, okay, I want my own crew in here. So we are going to transition.

Elisabeth Constantin: It really depends. So we are a business that has grown over the past four years entirely by word of mouth. So oftentimes it’s the chief human resources officer or the corporate general counsel who reaches out. Sometimes CEOs know us and pass us down. Sometimes board directors that we are connected with bring us into their organizations. It truly always depends. It’s always different.

Lee Kantor: So that movie with George Clooney up in the air, is that kind of about kind of what you do? It seems a little different, though, than what the way you described it.

Elisabeth Constantin: Yeah, it’s it’s it’s relatable. So I would say, you know, I’m a I’m definitely not as like good looking as Ryan Bingham in the movie. I would like to say we’re a little more qualified because the Bingham approach in the movie with this whole like, sorry, you’re fired. Here’s a brochure for your path towards greatness. That sort of approach doesn’t exactly cut it for top level terminations, but, um, you know, it is similar in the sense that, you know, we we catch the departing leader with empathy when they are getting let go. We then get them ready for market. We write the resumes for them, their LinkedIn profile. They get a lot of consulting from us on how to navigate the hidden job market, because it’s different at a certain level. So, you know, the the, the up in the air approach isn’t quite how it works at the top. Um, but it is it is a good reference.

Lee Kantor: But don’t, um, anybody at the C-suite level, they know that this typically isn’t a job for life, that they are on a clock. And there is kind of certain expectations. And, I mean, I would imagine that some of them kind of see the writing on the wall. They know that at some point this is going to happen.

Elisabeth Constantin: Yes. You would think so. But, uh, a lot of, you know, leaders at that level still need the support, because if you think about how people get to those levels, oftentimes it’s not by job hopping from company to company, like they get to the executive ranks through internal promotions, and they don’t necessarily know how the game is played in the market and the hidden job market, how those jobs are found sourced, how relationships need to be cultivated with a large executive search firm. So, um, there’s absolutely a need for support. And also, um, if you think about it, just from from what this means, from a change in life perspective, this is a very high stress situation for leaders at that level, even though change should be expected. And you’re absolutely right that roles at that level often have a shelf life. It still catches a lot of people by surprise, because a lot of people tend to think that it only ever happens to other people. And when when folks are in a situation where they are often pulling kids out of private school or they’re selling assets like vacation homes because liquidity is at stake, you know, that’s a that’s a tough time. And that’s when companies often provide support for different reasons. And we can dig deeper into that. But yeah.

Lee Kantor: Right. But I would imagine that your service, I mean, is, uh, comforting in a way to these people that, like you said, they just I guess got, you know, punched in the face here with a, you know, a change of life that’s about to happen and there’s nothing more for them to do. They’re not going to be able to talk their way out of it. So they need help now to get, you know, resituated in a, in somewhere else. And then at that level, I would imagine that that often means moving out of the city they’re in. I mean, so it’s very turbulent and it’s very stressful. So to have somebody like you and your team on board to help them kind of land gently somewhere else, I would think it’s much appreciated and very rewarding on your part.

Elisabeth Constantin: Yeah. Yeah, it’s definitely, you know, it’s meaningful, deep work that happens behind the scenes. I mean, the reason why companies offer this service varies. It’s circumstantial. Um, often there’s an element of risk reduction to it. So oftentimes companies provide the service because they legitimately want to do the right thing and help a good employee find their next opportunity. But oftentimes an executive exits. These situations are deeply political, highly volatile, and often very unpleasant for everyone involved. And, um, more so there’s often substantial legal risk for the company. So good outplacement support, if it’s done right, is an effective way to smooth things over and sort of reduce risk by incentivizing the employee to sign the exit paperwork. So it’s a good tool for companies to manage the not so pleasant reality of corporate life, which is that sometimes things don’t work out for a variety of reasons, and people are being asked to move on. And obviously, like you said, like to the leader who is impacted by this, if they get good support, um, it is, uh, life changing and it can reduce the runway in the market to, to find their next opportunity.

Lee Kantor: Now, um, I’m sure you’ve done or seen a lot of research when it comes to this stuff, but in the C-suite, like, what is the shelf life of a typical kind of a CEO or CFO or COO? Like, I would imagine it’s under five years. I mean, on average. Yeah.

Elisabeth Constantin: Yeah. 3 to 5. In typical corporate and private equity. Sometimes it can be a little shorter. But, you know, 3 to 5 years these days is a pretty good.

Lee Kantor: That’s a good run. Pretty good.

Elisabeth Constantin: Pretty good run. Yeah. But but you have to factor in that there is often an expiration date and there’s downside. Right. Like the executive job search uh, at that level can easily take six, nine, 12 months. So if you factor if you’re kind of forced to factor that in and then you do the math, you know, it’s, uh, you, I mean, you I think you know what I’m getting at, right? Like you have it’s it’s not as glamorous as it looks. And there’s a lot of risk. And you have to take that risk into your overall financial situation.

Lee Kantor: So, um, when they’re working with you, what does that engagement look like? Are you kind of working as a consultant in the terms of your giving them tools for them to implement? Or are you kind of like an agent where you’re kind of helping connect them to possible next opportunities?

Elisabeth Constantin: It’s a little bit of both. So, um, there are a few areas where we operate different from other companies, um, and where our service scope, you know, tends to surprise. And, um, if I can say so, like also impress HR and legal departments. The biggest one is so we get hired by the company for those kind of executive odd placement situations. And then we work with the individual in like a 1 to 3 month engagement, depending on how much service the company wants to provide. Um, where we are different is in how concierge and hands on we are with the departing leader. So as an example, we completely take the resume writing and LinkedIn writing process from the leaders plate so other companies they may provide feedback or provide like self-study tutorials, but that doesn’t really cut it at the executive level. And that’s why this space has a historically not so great reputation, high decline rates among top level executives because most people can’t write a financials based resume on a good day that meets the strict demands of the executive search space. And then they certainly can’t do it under substantial stress after losing their job.

Elisabeth Constantin: So that’s where we take the heavy lifting off of the plate to get them ready for market. And then they also get a lot of consulting from us. On how do you navigate the agency world? How and why should you negotiate your severance on the way in, in the next opportunity to protect your downside? How do you weave legal into an already pretty high stress, multi swimlane negotiation process? So that’s where departing leaders we really get them ready so that their next entry is more financially rewarding for them. They protect their downside, and they will also speak more favorably about their past employer. Because while no one will ever be happy that they lost their job, the ideal situation is that, you know, they land pretty quickly and then a few months later they’ll say, you know, I’m still not happy that my job with, you know, ABC Fun Corporation ended. But I do respect them for the fact that they gave me good support to help me find my next opportunity. And that is a lot more than a lot of companies will will get now.

Lee Kantor: Um, so when you’re working with them, you’re helping craft the resume. You’re helping, you know, polish their LinkedIn. Um, and are you actively kind of looking for opportunities for them, or is it something that you recommend like, okay, these are target companies you should think about. Like, like, um, where I’m trying to get the edges of where your work begins and ends.

Elisabeth Constantin: Yeah, exactly. So we will connect them to headhunting firms where we have connections.

Lee Kantor: So you’re not a headhunting firm.

Elisabeth Constantin: Correct? Yeah, we are purely outplacement. We don’t play in the search space. We’re not a Korn Ferry or hydrogen struggles or an ego. And Zander, we do purely market readiness prep. Um, the reason why we don’t do that, you know, legwork for them of finding opportunities for them is because 80% of positions at that level are found through executives networks, which means that, you know, the agent, um, approach in in what I’ve seen in like eight years of doing this work, um, doesn’t really work at that level. So if we do the heavy lifting and get the person ready for market, they have to walk the talk and connect, uh, reach out to their network, connect with with headhunting firms, contact target companies, and we advise them how to do that, but at the end of the day, they need to get active, and that’s also part of taking them off the job loss, shock, paralysis and then getting them to move forward and start, you know, hitting the road.

Lee Kantor: And how it sounds like it’s part therapist too, because when they’re dealing with this kind of a blow, I would imagine their first move is not to, okay, I have to go out and look for another job. A lot of times it’s just like what just happened to me. You know, I just got hit by a truck. Um, so, you know, I’m going to mourn this loss for a period of time. And I’m sure you’re trying to get them to start being proactive as quickly as possible.

Elisabeth Constantin: Yeah, very much so, because time is money, right? And, um, also, you know, yes, there’s a big empathy and, you know, confidence rebuilding component as part of the work. There’s obviously, you know, high skilled, high touch transition work that needs to be done to get the resume ready. The LinkedIn, the consulting piece. But a lot of the work we do is really to get them emotionally and mentally ready, because they will need a lot of resilience when they reenter the market. It’s I like to compare it to kind of like a football player who may not have had such a great season when they when top level executives lose their jobs. One thing that always hits them the hardest, hardest is that their market value is down. Their leverage is down. The phone isn’t necessarily ringing with opportunities, and they really have to get over that and put themselves out there. And um, oftentimes leaders say, you know, I’ve been working for 20, 25 years. I just want to take a sabbatical and do nothing for six months because I have like 12 months or 18 months of severance. And that is the least optimal thing that anyone in that position can do, because the longer you’re out of work, the worse it looks on paper. So our job is to get them ready so they can start spinning wheels and contacting their network. And if they want to do the rest of their job search from the from the Bahamas or wherever, like that’s great. But it’s important to get out there quickly and to also catch them with empathy, because it is a very substantial cut on someone’s confidence.

Lee Kantor: Now, you mentioned that 80% of the their next jobs are going to come from probably somebody they know or their network rather than the recruiter or, you know, somebody, you know, finding, you know, choosing them and saying, hey, you’re the perfect fit for this next thing. Um, any advice or tips to kind of manage your network, to let people know in an elegant manner that you’re available and like, how do you go about, um, you know, targeting the, the right people in the right places in order to let them know that you’re available now. Without sounding desperate.

Elisabeth Constantin: Yeah. The key to not sounding desperate at that level, because everyone understands that, you know, executive terminations because of the shelf life should be expected, right? Some people skate through their careers and they never let get let go. But downsides in careers, they do happen, right? And, um, because of that, one of the biggest or most important areas of advice that I can give is if you are an executive director level or higher, people cannot afford to let quality connections lapse, right? Because if something happens, you don’t want to be the person who hasn’t checked in in five years. And now you call and you say, hey, uh, I haven’t talked to you in five years, but I just got let go. Can you help me by keeping your ears open? And you’re asking for a favor, right? That’s all. No one wants to be the person who only gets called when someone needs something. So it’s really important for top level leaders to like, curate, grow, and also maintain their network to like, stay in touch with people when they are on the sunny side of life, if you will. You know, check in, um, even if there’s kind of like a transactional component to relationships, make it personal, stay in touch about the family and what matters to people. And then when you are in a position that you need help, you’re not coming from a place of neediness, but you have, you know, a trusted relationship. And that’s when people will be, um, empathetic and willing to to help and go beyond, right, open their networks, make further introductions and things like that. So I think that’s the piece that’s really important to to stay in touch with quality connections, whether that’s former bosses, CEOs, board directors in your network, like people who often hear about open positions before even the headhunting firms get involved. Like, um, relationship building at that level is everything.

Lee Kantor: And that’s a good lesson for folks that are right now seemingly secure in their, uh, in whatever they’re doing today. They should be thinking about tomorrow and kind of planting the seeds that might help them later on. Right. Like this should be in your calendar that you touch base with X number of people a week or a month, just because you might need them down the road. So it’s it’s probably worth investing the time and doing that type of, you know, kind of casual networking.

Elisabeth Constantin: Absolutely. Yeah. I mean, relationship equity and change. Change readiness doesn’t happen or shouldn’t happen when the change happens, right? It should happen long before. And it also gives an opportunity to maybe help someone. Someone in the in the network. If you reach out and you come from a place of care and wanting to stay in touch, there might be an opportunity to help them with something, an introduction or doing something for them. And then you have elegantly activated what I like to call the reciprocity reflex. And then you’re really not going to feel bad if like two years later something happens and you call and you have you have to make the phone call and you are asking, you know, look, you know, something happened here. If you hear something, would you mind keeping your ears open? For me, it’s a lot more elegant than the other way around.

Lee Kantor: Yeah, absolutely. Now, you recently published a book, Like a Boss How Top Executives Elevate status, Grow wealth, and Protect their Downside are tips like this inside the book? Like, what’s the book about?

Elisabeth Constantin: Yeah. So the book was a fun departure from, uh, from the from the day job, if you will. And it does incorporate a lot of those lessons and a lot of the topics that we consult on with senior leaders in transitions, especially those lesser known areas around navigating your servants on the way in incorporating legal breaking into paid board service sooner so that you can open up other runways for revenues like pass the pass the corporate career. Um, so all those areas where leaders have blind spots, um, and so they can better protect their downside. That’s kind of what the book is about. And clients had asked me for it, you know, for a long time that I should make this information available to a broader audience. And I suppose at some point you have to give the people what they want. So here we are. But, um, you know, I’m pretty excited about it because it’s this kind of book where readers send me private messages and they say, you know, Elizabeth, I can’t say anything publicly, but I’m telling all my friends about it at the country club, and I’m giving it to my kids who are in senior management right now because they need to know how to play the corporate game. And, you know, in my mind that’s that’s perfect because the wind in the markets is getting rougher out there. Um, so I don’t care how we raise the tide of all boats as long as we do raise it, because at the end of the day, you know, careers are not charity and people are not a commodity.

Lee Kantor: So now, um, is there a story you can share? Don’t name the name of the person, but maybe, uh, share what happened when they got let go and how you were able to help them transition into a new opportunity.

Elisabeth Constantin: Yeah. I mean, we obviously see a lot of different transition stories and circumstances. Um, I would say, you know, irrespective of what happened, I have always believed that, you know, good things always happen to good people and preparedness is everything, and then it’s really a matter of putting yourself out there once you’re ready. So with us, we are often able to reduce the the time to market by a good bit. So you heard me say earlier, like executive search can often take six, 9 or 12 months or even longer, depending on how picky they are. Um, we have had over the course of the past two years, you know, several leaders, CEOs, CFOs who, um, where we took the heavy lifting off the plate, we, you know, aggressively wrote, rewrote their resume with financials and metrics and KPIs that the next CEO would want to see. We advised them on how to go about their search, the multi-pronged approach they should take when it comes to networking. And we’ve had several leaders who found their next opportunity in under three months, which is unheard of at that level. Um, and that’s obviously really great for them, especially if they negotiated a 12 month, um, you know, severance agreement because then they get to double dip for like nine months, which is, uh, that really moves the needle financially at that level for people. So, um, that’s I would say that is how we drive value, not just for the departing leader, but also for the companies who bring us in, because they also want to see good value for for the service they’re paying for. And that’s fair.

Lee Kantor: Now, do you just exclusively work for these large enterprises that are going through transition, or do executives sometimes that are struggling to find their next opportunity contact you, as well as a way to kind of relaunch their job search?

Elisabeth Constantin: Yeah. So we started as a private client business. So, um, corporate outplacement work came later. I originally started the business four years ago as a resume writing business for senior executives, um, mostly out of the executive ed At communities of like Harvard, Wharton, Stanford where executives just spent $100,000 on like an executive education program. And now they want to level up. That’s how it started, and we’re still doing that. But we are doing more and more corporate work because the leaders who know us, trust us, refer us, work with us privately. They then bring us into their corporations when they, um, have to make difficult decisions in their next opportunity or make cuts. And, um, again, this this space doesn’t historically always have a high utilization rate by senior executives because very few companies go the extra mile in terms of actually writing the documents, etc.. So that’s how we’ve always grown as a as a word of mouth business that operates pretty under the radar, if you will. So yes, we still do. We still do both. But, um, growing more and more into the corporate work side.

Lee Kantor: So, um, if somebody wants to learn more, have a more substantive conversation with you or somebody on the team, uh, what is the website? What’s the best way to connect or get Ahold of your book? Um, any and all.

Elisabeth Constantin: Yeah. Yeah, certainly. So they can contact us on LinkedIn and maybe we can put the information into the into the show notes. Um, our website is, uh, the farm. Com and those would be the best ways to reach out. And then our book is available on Amazon and all the major book retailers like a boss.

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

Elisabeth Constantin: Yeah. Thank you so much for having me. It’s been a pleasure.

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

Tagged With: Abreo Executive Services, Elisabeth Constantin

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