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Search Results for: marketing matters

From Insurance to Karaoke: Chuck Burge’s Journey to Fundraising Success

July 17, 2025 by angishields

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Cherokee Business Radio
From Insurance to Karaoke: Chuck Burge's Journey to Fundraising Success
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In this episode of Cherokee Business Radio, Joshua Kornitsky is joined by Chuck Burge, creator of the Airaoke karaoke fundraiser benefiting the 9/11 Fallen Hero Project in Metro Atlanta. Chuck shares his journey from insurance to entertainment, his experiences as a karaoke host and corporate DJ, and the growth of Airaoke from a small airport hangar event to a major annual fundraiser. The episode highlights Chuck’s dedication to community causes, details about the upcoming event, and the positive impact of supporting local firefighters and honoring 9/11 heroes.

Brought to you by Diesel David and Main Street Warriors

CherokeeSponsorImageDieselDavidMSW

Chuck-Burge-bwChuck Burge has been in the marketing industry for over 30 years. He became one of the hosts/emcees for the Diet Pepsi “You Got The Right One, Baby” Uh-Huh Girls…. transitioned into a corporate DJ.

He was invited back into the marketing world to create marketing campaigns for Fortune 500 companies…GM, Dunkin Donuts, Pepsi and many others. After the downfall in economy in ’08, he started doing everything locally that he was doing nationally… helping companies with branding and sales.

Today, he still creates events for non-profits selling sponsorship for and producing them. Airaoke.org is the website for his biggest event. He hosts two sports podcasts to raise money for a cancer support group and NIL money for the 2nd largest college in GA, Kennesaw State University.

He is very involved in his community through Chamber of Commerce, business associations and volunteering for MUST Ministries.

Connect with Chuck on LinkedIn and follow Airaoke on Facebook

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

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

Joshua Kornitsky: Hey, welcome back to another episode of Cherokee Business Radio. I’m Joshua Kornitsky, professional EOS implementer and your host today. And today’s episode is brought to you in part by the Community Partner program, the Business RadioX Main Street Warriors defending capitalism, promoting small business and supporting our local community. For more information, go to Main Street Warriors and a special note of thanks to our title sponsor for the Cherokee chapter of Main Street Warriors Diesel David, Inc.. Please go check them out at diesel. Com. Well, in the studio with me today is is really an incredible guy. I’d like to introduce Chuck Burge, the creator of Airaoke. Hey, Chuck, how are you?

Chuck Burge: I’m very well. Josh, how are you doing?

Joshua Kornitsky: Oh, it’s, uh. It’s been an exciting day today. If not a little bit too warm.

Chuck Burge: It’s a long day already. Yeah.

Joshua Kornitsky: But, uh, tell us a little bit about yourself before we talk about karaoke.

Chuck Burge: Well, uh, native of Marietta, uh, went to McEachern High School back when schools were the same first through 12th grade. So I went 11 years to the same school, but grew up, never lived further than five miles from the Marietta Square. Uh, very endeared to the city of Marietta. I love it very much. Um, went to Kennesaw Junior College, which was a two year school then.

Joshua Kornitsky: Now for Kennesaw.

Chuck Burge: State before Kennesaw State now it’s the second largest school in the state and got my associate degree, uh, business degree there, and then went to Georgia Southern and got my marketing degree at Georgia Southern. Uh, got married, got divorced, got two fabulous sons, uh, 36 and 28. Chip and Kevin and Boston and Nashville. And love them like they’re here every day. But they’re not. Yeah.

Joshua Kornitsky: Sure, sure. Well, thank you for giving us a little bit about your background. And before we get into air hockey, I feel like it gives a lot of perspective. Do you explain what you spent your career doing before area hockey, so that we can then talk more about that?

Chuck Burge: Well, my career was really kind of odd. Um, my first job out of college was working at Life Insurance Company of Georgia as a claims examiner and got promoted to internal audit, which I just still can’t believe I did that job. But it was great company, great benefits. We got off at noon on Friday and, uh, floated down the river every Friday afternoon during the summer. So it was a great job for a single guy. And then I got married and, uh, and in 89, when my oldest son was born, I said, well, I need to do something different to make some money because I know I got a kid to raise. And, uh, so I went to work for Mass Mutual Insurance Company and was rookie of the year agent in 1990, sold more Fisher policies than any agent ever had nationwide for MassMutual. Wow. And, uh, they put me into management, going out, recruiting and hiring and training new agents. Um, and then from that, I was having dinner one night at the Marriott Marquis Downtown Champion Sports bar with a guy named David Ponzio. And I’ll never forget that name, because that night literally changed my life. And, uh, we were sitting there having dinner with this guy Chuck Lorre. And what’s the guy’s name? Comes around and throws this book on the table and said, what is that? He said, it’s karaoke. I said, what is a karaoke? Because it was brand new to the States. Nobody knew what it was. He said, it’s this music system where we play the background music.

Chuck Burge: You get to provide the lead vocals. I said, no kidding. I start flipping through the book. I said, well, I got to do this. He said, we’ll pick out a song. I said, no, I gotta do what you’re doing. I said, how much fun would that be, right? And he said, well, as a matter of fact, we’re looking for someone. If you’d like to meet the owner, I’ll introduce you to him. So the next day I went met Greg Smith, and, uh, Greg said, yeah, as long as you don’t try to sell insurance, everybody comes up and sings, we’ll give you a shot. So he did. And 3 or 4 years later, Greg calls me and says, hey, Chuck, there’s this new karaoke company coming to town Thursday for a group interview, and I’m going to be in Vegas at the electronic show. Would you be willing to go for me and see what it’s all about? I said, yeah, I’d be glad to, uh, might meet somebody I can hire as an agent. This is what I basically said. Sure, absolutely. So I got out there, and what it was was Rent-A-Center, the Rent to own company, had started an entertainment division called Race Entertainment and had signed a $3 million contract with Diet Pepsi to put. You got the right one, baby. Uh huh. On karaoke and go all over the country and have people come up and sing it and get a cassette promotional gift of them singing you got the right one, baby, huh? And they hadn’t hired a soul.

Chuck Burge: I said, well, that’s pretty cool. I think you think about it. Yeah. So I went home that night and they called me back and said, hey, Chuck, we’ve got this narrowed down to ten people. Could you come back tomorrow? And I said, yeah, why not? So I went back and then the next night’s phone call was, hey, Chuck, are you working in here this weekend where you can watch you perform? I said, yeah, as a matter of fact, write it down at Marriott. Um, northwest at Interstate North Parkway. So a guy came from Manchester, England, Indianapolis and Wichita, Kansas, and introduced themselves. They said, hey, you know, we’re looking forward to seeing you. I said, great. And I had got a regular crowd by then, and I had friends coming in and saying, and I knew it was going to be a good show. So about halfway through the show, one of them walks up and says, hey, Chuck, he’s I said, what do you want to sing? And he said, no, flip it over. And yeah, it sounds like they said, we want you. That’s great. And that changed my whole life. Double my salary for when I was at the insurance company. And for the next two and a half years, I was number two karaoke office in the country. And, uh, was singing you got the right one, maybe Uh-Uh with the Uh-Uh girls for two and a half years.

Joshua Kornitsky: Listen, there’s got to be something special about a myriad of boy that can make a living off of Pepsi.

Chuck Burge: Yeah, absolutely. Yeah. So it was a very, very fun contract. And when the contract ended, I had take. I took all my, uh, marketing material or my, uh, karaoke equipment and sold it to a guy that owned a company called Monte Carlo Productions is a private casino company. And he said, I’ve always wanted my own DJ. He said, I’ve always subcontracted out. Would you be interested in coming in and running my DJ business? I said, sure, yeah. So I went in there and sold parties and I mean, I had such a great time. I, um, I did Evander Holyfield, 4th of July party three years in a row. Wow. Saying Under the boardwalk with Lenny Wilkins at the opening of Philips Arena. Uh, did Braves opening night parties in the parking lot at O. Atlanta-fulton County Stadium. I mean, I had a really pretty good name in the in the DJ industry for six years as a corporate disc jockey. Not on the air? Sure. And then, um, in 2000, January of 2000, the guy calls me from Boston who was the number one karaoke company in the country when we were doing the, uh. You got the right one, baby on promotion. He said, hey, Chuck, I’ve taken this Pepsi business and turned it into a national mobile marketing company and I need somebody to run Atlanta. Coincidentally enough for the All-Star game that summer and to 2000. And I said, you know, Mike, I really want to come home and spend more time with my kids. If you’ll promise me X and tell me this is the last job I’ll ever have. I’m all yours. So I did that, and I ran the All-Star game for Pepsi down in the Turner Field, then for 2000, and then got into creating grassroots marketing campaigns for large companies general Motors, Cingular Wireless, um, ran the Mall of America for five days for Diet Mountain Dew, hung out with Dick Vitale and John Wooden for five days. Wow. Wasn’t a bad day. Wasn’t a bad.

Joshua Kornitsky: Week. No no no no.

Chuck Burge: So and in 2008, when the economy kind of started tanking, I just started doing everything locally that I was doing nationally and, um, kind of once a fun time, I became my own boss and I wasn’t I was on the plane every week for 6 or 7 years and, uh, meeting somebody.

Joshua Kornitsky: I think you’d be hard pressed to find somebody who has more experience in a field that you wouldn’t think experience matters. Karaoke where it clearly does matter.

Chuck Burge: I learned a lot.

Joshua Kornitsky: Yeah, and the marketing aspect that served you well coming from, uh, from the the time in college ended up becoming your whole life. So. So what how did we get to ROI from all of that? Thank you for giving us the background, because that helps us understand why and who you are.

Chuck Burge: Well, karaoke came about, uh, I had not DJ or MC or anything other than like, friends, birthday parties or their wedding receptions or stuff since 2000. And then, um, in 20. Well, when in 2001. When, um, when the towers fell on nine over 11. Um, my best friend was supposed to be in the towers, but he missed his flight out of Atlanta the night before he would have been killed, thank goodness. So, uh, God thing know that he knows that. And, uh, and then when 2020, when Covid hit and they couldn’t do the stair climb anymore to raise money for the firefighters.

Joshua Kornitsky: Oh, from okay from the Fallen Hero project.

Chuck Burge: Yeah, from the non Heroes project. Uh, I, I went to, uh, the chief of Cop County fire. Who was Mr. Kreider, who I’d known since he was 4 or 5 years old and said, hey, I want to do something to help raise money. And that’s where I came up with the area. Okay. I was out at the aviation museum in Marietta, and I looked at the big C-130 out there and said, how cool would it be to wrap a stage around the nose of that plane? Sure. And do aerial in front of an airplane.

Joshua Kornitsky: And that’s where it was born.

Chuck Burge: That’s where the idea was born. Okay. We couldn’t do it there because right across the street from the Aviation museum is a railroad track that has 72 tracks, 72 trains a day coming by.

Joshua Kornitsky: Yeah. So let’s see how that gets in the way.

Chuck Burge: So it didn’t make sense. So we moved up to Cobb International Airport. Uh, and Jim Cook with Atlanta Air Charter was nice enough to give us the hangar for a couple of years. And all we did was have an airplane face the hangar, wrap the stage around the nose of the plane, and people would come up and sing Airy Okie. It was really cool. Had the planes taken taking off in the background and all that. Very, very neat venue. But unfortunately, we outgrew the hangar in a couple of years. Uh, I mean, 250 was a max that would hold, and we were we were getting ready to bust out. Yeah. So we took it to the Strand Theater, and we’ll be having it there for the third year and our fifth year overall on August 30th of this year.

Joshua Kornitsky: Oh, fantastic. All right. So if people want to want to see the event, do they go to the strand website. Do they go to your website.

Chuck Burge: They go to Eric. That’s I a okay. Dot org. You can buy tickets. You can buy. You can sign up saying we still have six singer spots left, which is very unusual at this time because usually we have a lot more. So the word’s getting out about this event and we’ve been running it well, and now we’re getting where people have been signed up since February to sing. And now we’ve got, we’ve got six slots left and it’s 25 people saying, uh, and somebody wants $1,500 in cash.

Joshua Kornitsky: Does it all happen that night?

Chuck Burge: Everything happens that night.

Joshua Kornitsky: That sounds like a lot of fun, too.

Chuck Burge: It is a.

Joshua Kornitsky: Lot of fun. So if somebody can’t attend. Is there a way they can still show support?

Chuck Burge: Uh, you can always support by sponsoring. Also, if you’ll go to archive.org and hit sponsorships up at the top, it’ll give you a list. It’s basically $250 an up. And, you know, the most important thing. I mean, it’s a really, really fun event, but it is for a nonprofit called the nine over 11 Fallen Aero Project. A guy named Mike Kirsch and Susan Kirsch and their kids, Wesley and Lauren, uh, are the ones that run this event. I run it for them. Sure. And I raised all the funds. But Mike was actually a, um, uh, captain detective, New York City captain and detective. And, uh, he was not on site when it happened, but he spent nine months there after it happened, recovering the bodies of his friends and identifying them and all. And now Mike is riddled with cancer. And from all the asbestos and stuff he got. So it’s a lot of me and Susan putting this together. But all the funds go to metro Atlanta. It’s not tunnels to towers. It’s a nine over 11 fallen hero project. So all the all the proceeds go to metro Atlanta.

Joshua Kornitsky: That’s I’m glad you shared that because that makes it much more personal, much closer to home. Yeah. And it’s not that there aren’t people that need help everywhere. With regards to nine over 11, but it’s nice that we’re able to help the folks that are here. Yeah. That’s fantastic. So now how many years have you been doing here?

Chuck Burge: Here. This will be the fifth year.

Joshua Kornitsky: This will be the fifth.

Chuck Burge: Year, and next year will be the 25th anniversary of nine over 11. So hopefully we’re going to do something grander. Uh, it’s just hard to believe that it’s been 25 years. And we every year we have artifacts from ground zero at the event where people can come have their pictures made with it, which is really, really cool. And obviously.

Joshua Kornitsky: It’s cool and it’s somber too, but it’s.

Chuck Burge: Cool and somber. That’s a good way to put it. Yeah.

Joshua Kornitsky: Um, so over the the preceding years, have you had any really exciting or interesting events happen, you know, with the singers, with the crowd?

Chuck Burge: Oh yeah, Some of both. Uh, uh, the singers have been really good, and the whole premise is, like I said, we we look for singers, we look for sponsors, and we look for items that are donated to raise money. Because if you sign up to sing, there are five live judges there. And I want to thank Sarah for getting them from the Atlanta Orchestra this year. So our judges are going to be coming from Atlanta Orchestra. But the whole premise is bring all your friends to vote for you. It’s half audience vote and half judge vote, because we have about $25,000 worth of raffle items that we’ll raffle off. So the girl that won last year, Little Girl and Elise Lightner from Kennesaw State, sang Jolene, but she brought her family, she brought her track team, she brought everybody from KSU. And she was like, I think second in the judging, but she was first in the audience. So the whole.

Joshua Kornitsky: Premise, folks with her.

Chuck Burge: Whole premise, whole premise is come sing, bring your friends to vote for you and to buy raffle tickets to support the firefighters.

Joshua Kornitsky: That’s amazing. And what does the ticket cost?

Chuck Burge: 25 bucks.

Joshua Kornitsky: Okay, So it’s pretty reasonable really, particularly these days. Yeah. And for that much entertainment, it seems like it’s something that’ll keep you alive.

Chuck Burge: It’s a lot of fun. And I’ll give a little credit to Joe Turner, who is our emcee. And Joe is an international magician. And he fell in love with the event. I think you said, you know Joe, right?

Joshua Kornitsky: I’ve met Joe a number of times, and he’s also a great speaker.

Chuck Burge: Oh, very, very good speaker. So, Joe, I connected with him last week. I said, hey, I know you’re in, but I, I just need confirmation that you’re still in. And he said, I’m looking forward to coming back. So he he’s recently moved to Tennessee, but I appreciate him making the trip down to come to the show.

Joshua Kornitsky: Joe’s a good man. I’m glad he is coming down, too. He’s awesome. He’ll he’ll absolutely make.

Chuck Burge: The good singer too. I don’t know if you ever heard.

Joshua Kornitsky: Him sing, not know that. And I’m a terrible singer, so I’m going to do my best.

Chuck Burge: He can’t. He can’t compete. But he is. He is good. But the people that have won. And you asked earlier. Uh, Josh, uh, the guy that won the first year was invited to sing with the Trans-Siberian orchestra. Uh, the girl that won the second year is now singing opera in New York. Uh, the girl that won the third year is just some rock n roll singer around town here. Like I said, the girl that won last year just sang Jolene, and I said she was telling her about it at Kennesaw State, a show that I do a podcast. And she said, oh, I’d love to sing. I said, well, come on and sing. And so you just never know who’s going to win. Uh, we I don’t think we’ve ever had a really bad act. I’ve been doing this five years, from the time that I’ve been doing karaoke since 1992. I’ve seen a lot of bad acts.

Joshua Kornitsky: I, I, I have to pray for your ears. I can’t imagine what you’ve heard.

Chuck Burge: Most of the people that come to this really can’t sing or really think they can sing well.

Joshua Kornitsky: And the strand holds a.

Chuck Burge: 530.

Joshua Kornitsky: People. Yeah. So that’s a lot of people say if if you’re going to get up there and try to be funny, that’s a lot of people that try to be in front of you, in front of when you’re if you’re a terrible singer. So, yeah. Uh, I can’t thank you enough, Chuck. This is really great stuff that you’re doing. Such a wonderful, wonderful tribute to the nine over 11. Follow here Fallen Heroes Project. And to make it local and to make it resonate, that’s really incredible stuff.

Chuck Burge: Yeah, I’ve been given so much by this community and this is just what I can give back. It’s not much, but it’s what I can give. So as long as we do our all. Everybody does our own part. Everybody’s got their own charities. I mean, I also work for Mushroom Ministries. I volunteer at There Gobble Jog every year. I drove the Pink Pig at the at the, uh, Festival of Trees last year to help bring awareness for, uh, the sex trafficking in Atlanta. I want to give back as much as I can, but this is my heart. This is. This is where my passion is.

Joshua Kornitsky: Well, I can’t thank you enough for sharing it with us, Chuck. Remind us again when? Where they buy the tickets. What is the date and the time?

Chuck Burge: The man is 6:00 on August 30th. Doors open at six. Singing starts at seven. But come and enjoy all the raffle items. And like I said, the artifacts from Ground Zero have your picture made. But it is Saturday, August the 30th. Um, and we just can’t wait to see who’s going to show up. An area key Karaoke. Karaoke? If, like I said, if you want tickets, if you want to sponsor or if you want to sing, or you can call me directly at (770) 428-9930. I’ll take phone calls. I’ll take text. Anybody want to reach out to me? Feel free to do so.

Joshua Kornitsky: Perfect. Well, uh, you know, Chuck Birch, honestly, the creator of karaoke. What an exciting event this is going to be. Uh, I will do my very best to be there. And I will absolutely not be singing. So that should 100% make more people come. As long as I’m not.

Chuck Burge: Well, if you fill up a seat, that’s all I can ask. There you go. There you.

Joshua Kornitsky: Go. Well, thank you again. And please make sure next year you come back when we’re talking about the 25th, we’ll we’ll do everything we can to help promote that.

Chuck Burge: Well, I appreciate you, Josh. All right, well, thanks for the invitation.

Joshua Kornitsky: Thanks, everybody, for joining. Thank you again, Chuck, for coming. This is Joshua Kornitsky, professional iOS implementer and host of Cherokee Business Radio.

 

Tagged With: Airaoke

Empowering Communities: The Role of Investigative Services and Global Talent in Local Business Growth

July 17, 2025 by angishields

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Empowering Communities: The Role of Investigative Services and Global Talent in Local Business Growth
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Brought to you by Diesel David and Main Street Warriors

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In this episode of Cherokee Business Radio, Joshua Kornistsky interviews Sheila McPhilamy, owner of Complete Investigations and Security, and Pablo Gonzalez of Global Talent Direct. Sheila discusses her experience running a private detective agency, the challenges of being a woman in her field, and her nonprofit supporting missing children cases. Pablo shares how Global Talent Direct connects businesses with skilled remote professionals and highlights his involvement with veteran support and local organizations. Both guests offer insights into their industries and community impact, providing listeners with valuable perspectives on business and service.

Complete-Investigations-and-Security-logo

Sheila-bwSheila McPhilamy started her journey as a private investigator 16 years ago.

She worked domestic, insurance fraud and criminal cases before obtaining her company license and then her classroom instructor license after that.

Complete Investigations and Security has been featured in the media. Several of Sheila’s children work with her.

Their main focus is criminal cases for both attorneys and individuals. They also run a non-profit.

Follow Complete Investigations and Security on Facebook.

Pablo-Gonzalez-bwPablo Gonzalez, Head of Broker Relations, Global Talent Direct

Global Talent Direct (GTD) was born from a mission to help American businesses thrive, not struggle. Founded by Air Force veteran and former dog handler who traveled the world in service, GTD emerged from years of business consulting where one challenge surfaced repeatedly: “I need help but can’t afford it.”

Our Foundation: Service-Driven Solutions After transitioning from military service—where global perspective was essential—I recognized that businesses were trapped by geographical hiring limitations.

The constant payroll pressure was preventing growth, stifling innovation, and keeping entrepreneurs from achieving their dreams. This insight sparked Global Talent Direct’s core mission: leverage global talent for local impact.

The GTD Philosophy We’re not about taking American jobs—we’re about creating them and helping those who have them. By helping businesses access world-class talent at sustainable costs, we enable companies to reach profitability faster, extend their runway, and reinvest in local growth.

When a startup saves 65% on payroll costs or reclaims twelve months of runway, they’re not just surviving—they’re positioned to hire locally, contribute to their communities, and build the next generation of American innovation. Global-Talent-Direct-logo

Proven Impact Our clients consistently report transformative results: controllers in Colombia identifying $80K in first-month savings, customer success teams achieving 4.9/5 satisfaction ratings, and support operations running 24/5 while U.S. teams focus on strategic growth. These aren’t just cost savings—they’re competitive advantages that fuel local job creation.

Our Commitment Global Talent Direct believes in profitable businesses that give back to their communities. When companies thrive through strategic global hiring, they create local opportunities, support local causes, and strengthen the American economy.

We’re helping businesses get profitable faster so they can make a meaningful impact at home while also helping create jobs all over the world.

Follow Global Talent Direct on LinkedIn.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

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

Joshua Kornitsky: Welcome back to Cherokee Business Radio. This is Joshua Kornitsky professional EOS implementer and your host on today’s exciting episode. Today’s episode is brought to you in part by the Community Partner program, the Business RadioX Main Street Warriors defending capitalism, promoting small business, and supporting our local community. For more information, go to Main Street Warriors and a special note of thanks to our title sponsor for the Cherokee chapter of Main Street Warriors Diesel David, Inc.. Please go to Diesel Com to learn more. Well, welcome back. We’ve got some great guests in the studio with us today and I’m really excited to get started. So my first guest is Sheila McPhilamy with Complete Investigations and Security. Good morning Sheila. How are you?

Sheila McPhilamy: Good morning. Doing great.

Joshua Kornitsky: I’m so happy to have you here. I appreciate you being patient with me. I’ve got a little bit of a sore throat, so I’m sipping on some tea today, so I’ll try not to to stress my voice too much. Well, tell us a little bit about Complete Investigations and Security. What is it you do and who do you help?

Sheila McPhilamy: So we are a private detective and security agency. We’re located up on the Marietta Square. We’ve been in business for 13 years now. We do criminal insurance fraud and domestic cases.

Joshua Kornitsky: Wow. That’s a crazy avenue for you to find yourselves in. How did you get here?

Sheila McPhilamy: I had people ask me that all the time. It. There’s nothing in particular, to be honest with you. Um, I worked for a company doing some video editing. And, uh, it actually was a lot of undercover. Audio files.

Joshua Kornitsky: Okay.

Sheila McPhilamy: Um, in in reviewing those files, um, there were a lot of comments made about, you know, hey, you’d make a great investigator. It wasn’t something I’d ever thought about doing, uh, before, but that kind of, I guess if I was going to say something sparked it, then that’s what sparked it and started going down the path and getting all of my training and, uh, opened my company, uh, 13 years ago.

Joshua Kornitsky: Wow. And you’ve actually, from what you shared with me, you’ve had some pretty interesting experiences as far as, as a company, you’ve not exactly been out of the spotlight.

Sheila McPhilamy: Uh, we’ve done, uh, we’ve been in a book. We’ve done, uh, some TV shows and documentaries and things like that where we’ve worked on cases.

Joshua Kornitsky: That’s, that’s going to, of what I promise. I won’t ask any of the details about any of the cases, but certainly having that that opportunity and that exposure must have been kind of a departure from the day to day for you.

Sheila McPhilamy: It is, but it made it fun. Sure. Yeah.

Joshua Kornitsky: So let’s dive in a little bit and talk more about it. So you had said that you’re doing all types of normal, all types of investigations. And, and I know from our discussion with it how unusual is it to be a woman in this space.

Sheila McPhilamy: Very unusual. There there are a few out there, but they usually don’t last very long. Um, it it truly is pretty much a man’s world. Um, so it’s having to navigate that and people automatically, you know, assuming when you answer the phone that you’re the receptionist and not not the actual owner and investigator.

Joshua Kornitsky: So there’s a lot you have to overcome with that. But I gather from 13 years in business, you’ve you’ve more than proven that, that it’s a space that you are excelling in. Hope so. Must be so. So what are some of the common things people assume you spend your time on that may or may not be correct?

Sheila McPhilamy: Hmm. Well, people automatically make an assumption because TV shows, you know, they kind of portray. If you’re a private investigator, you investigate cheating spouses. And, uh, you know that we do do that. Uh, but that’s not the main part of our business. We handle a lot of criminal cases. So, um, we deal with some pretty heavy stuff.

Joshua Kornitsky: So let’s talk about that a little bit, because obviously you’re doing investigations, you say into criminal matters. Who are you? Who are you investigating for?

Sheila McPhilamy: It can be an attorney’s office or it can be an individual. So a lot of times families will come to us. Um, maybe there’s there’s been a something criminal that has occurred, and they come to us because they feel like they’re not getting answers. And it’s not because police aren’t doing their job, it’s just that sometimes agencies are overwhelmed. Um, and, uh, families, you know, they need closure. And so they’ll come to us. Uh, we have attorneys that come to us as well. Um, so. Yeah.

Joshua Kornitsky: Okay, so so you’re doing that type of work for families, for attorneys, and, and when you’re doing that type of work, you’re functioning in a capacity where you’ve got to learn as much information as you can. I gather right. So when it comes to things like questioning people, and this is of particular interest to me. What are some of the things? And again, not looking for any secrets out of your universe. What are some of the things that you have to do when you engage with people in order to get them to open up?

Sheila McPhilamy: So it really depends on the case. Um, you know, it’s not a, um, one, one tool is going to work for everyone and every, every situation that you’re in. It may be that we just go directly to them for an interview, you know, as a witness or something like that, or it may be something where we have to come to them, you know, pretending to be someone else. And of course, there are guidelines that we have to follow, just like, you know, police have got investigators have guidelines they have to follow. Right. Um, but, uh, we just really have to base it on the case and what what we’re trying to retrieve. And it’s not always the same type of person that is, is going out to talk to them or calling them on the phone. We may base whoever’s going out based on who we think is going to be able to get more information.

Joshua Kornitsky: Okay.

Sheila McPhilamy: So depending depending on the case.

Joshua Kornitsky: So you’re going to find the right, uh, individual to, to slot in the right tool for the job as it were. Okay. And and again not I, I I’ll stop saying I’m not trying to ask anything confidential. Do you have a fairly good number of tools to choose from in that regard, that you’re able to find different folks to come in. Okay. Um, so when it comes to your your team and your staff, are you in the lead of everything or do you have other folks that are able to go out and lead investigations as well?

Sheila McPhilamy: So I oversee everything. Okay. Um, it’s, you know, it’s my company. So I want to make sure that everything’s done correctly. So, um, I do oversee it. They do have some flexibility in what they do because, you know, they are trained as well. Uh, sure. But, yeah. So I oversee the end product, and then they’ll come to me if they have any questions.

Joshua Kornitsky: Okay. And I assume they check in along the way. Make sure everything stays on track. Correct. Okay. So with the types of investigations, we talked a little bit about the criminal stuff. Um, we don’t need to talk about the spousal stuff because everybody’s got a TV. And most of that I’m sure is wrong, in any event. But let’s talk a little bit about the accident stuff. And I feel like if a defense attorney is asking for you to investigate, there’s a reason, right? And in what? Again, no one’s maligning the police. What might that reason be? Why do the defense attorneys reach out to get a third party?

Sheila McPhilamy: Yeah. So they there. They may come out because, um, where there’s a case where there may possibly be video footage that was not retrieved or couldn’t have been retrieved at the time. So we’ll go out and try to do that. Um, we will try to come up with more witnesses, because it may be that someone talked to the next door neighbor when the event occurred, but they didn’t talk to someone who was two doors down. And that person, two doors down, had video. Their child was outside playing when it happened, so they were outside. So you never know. Um, we do a lot of we’ll take measurements, uh, photographs, uh, document anything that is still there from the incident that occurred. Uh, so it’s we can retrieve a lot of information that the attorney may not have had prior.

Joshua Kornitsky: And just out of curiosity, because I’ve got a technical background to to a small degree. How much have things like home cameras and doorbell cameras and things like that? Has that been a factor in as as you’ve grown as an organization? Do those factor in?

Sheila McPhilamy: Oh, yes. It’s huge. Uh, you do have to get the video pretty quickly. So, um, you know, you can’t you can’t call an attorney, can’t call me two months down the road and say, hey, you know, we had this incident occurred that we need the video for because most of the time it’s gone by then. Um, sometimes you get lucky. Somebody, you know took a video on their cell phone, and and you can retrieve it there, but, uh, yeah. So it’s the advancement with with phones, with ring cameras and things like that. Those are huge.

Joshua Kornitsky: Yeah. It’s funny, I read somewhere that if Bigfoot or the aliens were around half a billion or, billion. Excuse me? 4 billion people walk around with a cell phone. Somebody would have captured it by now. Yes. And I can’t imagine how many things that you see that get captured by those types of cameras. Um, you also had shared with me that you do missing persons. We do. And hopefully there’s, uh, there’s some happy stories there. In addition, what I assume are some less than happy stories. Uh, without giving away anybody’s information, or are there any happy stories you can share with us?

Sheila McPhilamy: We we work a lot with helping locate, uh, missing teenagers. If, uh, a child is met someone online. Um, sometimes they end up in a different state. Um, and we will have to go out and retrieve them. Bring them back. Those. Those are good stories. When we’re able to get a happy ending from that. Sure. Um, I had a situation where a woman, her mom, had been missing for 40 years. Wow. She went missing in California, and we ended up locating her in Florida. And so that was a feel good moment. So you do have those and those are great.

Joshua Kornitsky: That’s awesome. And I imagine that, uh, with some of the other things you see, it probably is a little bit of, of a lightning to your mood. Yes.

Sheila McPhilamy: Definitely.

Joshua Kornitsky: Okay. Well, I mean, it’s really incredible to me the, the, the breadth and the depth of, of what you’re able to do, who you’re able to help. And it’s not just the attorneys, it’s also the individuals. And when it comes to individuals, they can reach out to you. What’s the best way for them to get Ahold of you?

Sheila McPhilamy: They can give me a call on my cell, which is actually the office number. I don’t have an office number. It’s just call me on my cell. Send me a text. Uh, that number is (404) 379-1125. And then they can also locate us on the web at Complete Investigations net. And then we’re also on all the social media platforms under complete investigation.

Joshua Kornitsky: That’s wonderful. And we’ll also have all of that information shared on our site. And I appreciate you sharing with us what you’ve shared. But I want to ask you about one more thing that you had told me about, which was your nonprofit.

Sheila McPhilamy: Yes, I have a nonprofit. It’s called Serving to Protect. And a lot of the times where children go missing. It’s there’s a lot involved as far as getting them back to the parent. Um, they there may be costs for hotel rooms, for air travel, for travel to the location. Uh, so, um, the nonprofit helps cover some of those costs. Uh.

Joshua Kornitsky: Yeah. Okay. So is that something that that anybody can reach out and make a donation for?

Sheila McPhilamy: They can. If you go to complete investigations and go to the page for serving to protect, uh, there should be a link there where they can make a payment.

Joshua Kornitsky: That’s fantastic. Well, Sheila, I can’t thank you enough for coming on and sharing your experience. And and, uh, the incredibly real true life as opposed to, as seen on TV version of of what you do with your investigation and with your investigators. And thank you so much for being here. I hope you have time to stick around. But once again, this has been Sheila McPhilamy with Complete Investigations and Security. Thank you.

Sheila McPhilamy: Thank you so much.

Joshua Kornitsky: Thank you. And my next guest is Pablo Gonzalez. Pablo is one of the founders of a company called Global Talent Direct. Good morning. Pablo, how are you?

Pablo Gonzalez : Hey, Josh. I’m good. Thank you so much for having me.

Joshua Kornitsky: Thank you so much for being here today. We really appreciate it. So let me start by asking you what do you do?

Pablo Gonzalez : Yeah. So Global Talent Direct is a company, uh, that was founded, um, with the goal of helping business owners, uh, use global talent for local impact. Uh, and that’s our mission statement. Um, Essentially, we’re not just, you know, people always going into the. People are always going into thinking, oh, you’re taking American jobs this and what have you. Um, when in reality, you’re you’re not only giving someone. A job, uh, overseas, but you’re helping a business owner stateside become profitable faster, um, by being able to find someone who has their masters ten years of experience asking 1300 bucks a month.

Joshua Kornitsky: Wow. So what types of roles do you help fill?

Pablo Gonzalez : Yeah. So we we, uh, right now have a solid baseline of customer service reps. Uh, executive assistants, those I, I would say are our most popular offerings. Um, but then we also have marketing, uh, any accounting and finance, um, operations salespeople. It’s it’s really we’re also working on finding a legal assistance and paralegals as well. Um, but it’s really anything that can be done remote where the founder did not get into their business, their nonprofit, their the organization to be doing these things? Sure. And be able to actually remove one of those hats.

Joshua Kornitsky: Okay, well, that sounds like it makes a pretty big impact in in in more than one place, right? Yeah. So so let’s back up a little bit. Tell me a little bit about your background. How did where did you start that you ended up here.

Pablo Gonzalez : Yeah. So, uh, I’ll keep it short because it can be I can’t take that detour, but, uh, I’m a Air Force veteran as an explosive detection dog handler. Uh, for six years. Um, and when I separated, my wife asked me to do something where she could get some sleep at night.

Joshua Kornitsky: Well, first, thank you for your service.

Pablo Gonzalez : Thank you, thank you. So, uh, I still wanted to, uh, you know, make an impact on on my community, uh, wherever it is, and society as a whole. So I went into, uh, into business consulting. I found that a small.

Joshua Kornitsky: Business.

Pablo Gonzalez : Profession. Yeah, I found that small business owners and just business owners in general always have a really amazing story as to what got them there. And they’re they’re the ones helping the economy. Uh, get back to where it needs to be. Um, and I, I found during those years of business consulting that the main problem was always, I wish I could afford more help. You know, I need it. I can’t, I can’t get it. Um. That would be great. And payroll. And, you know, nowadays you’re having some college kids coming out expecting $95,000 salaries with no experience. Um, so it’s it’s it’s really helpful to to the business owner that thinks there are several years away. Sure. And even the serial entrepreneurs that, uh, want to scale and sell, scale and sell.

Joshua Kornitsky: So it really helps them sort of be able to do things that they otherwise wouldn’t be able to touch.

Pablo Gonzalez : Precisely.

Joshua Kornitsky: Okay. And where do you make the connections with folks? Uh, obviously we’ll talk about where you find your customers, but where do you find the talent?

Pablo Gonzalez : Yeah. So we have them really all over the world. Uh, specifically where the cost of living is going to make the most sense for the business owner. Uh, in the sense of ROI. So it depends. We have most of Latin America, Asia, um, uh, Middle East. Uh, Trinidad and Tobago. I mean, really any with Jamaica, even anywhere where the cost of living is going to just make that the most sense.

Joshua Kornitsky: Okay. And do you specifically bring, uh, bring to market talent that may be multilingual and not that that’s a focus, but.

Pablo Gonzalez : Yeah, no, absolutely. All of the candidates speak, uh, speak English are very fluent in it, not just in English, but we also test for fluency in their specific field. Oh that’s great. Obviously, you know, I speak fluent Spanish. I’m Colombian. Um, but I couldn’t tell you how to take a computer apart and put it together. Okay. Um, so we test specifically, like bookkeepers, knowing those financial terms and such things.

Joshua Kornitsky: Okay. And. And how would you say that you’ve got a specific vertical that you’re helping, or as far as the clients that you’re looking for, what? What’s a good fit other than somebody who’s too busy?

Pablo Gonzalez : Yeah. No. So that’s the cool part about this is, is when I was in business, consulting was almost a little restrictive. Um, where the medical came into play. And, uh, you have to get all of this information to their first born, and even then, they might still get denied. Um, whereas now it can be an individual that thinks they’re too busy. It can be a business owner that needs to, that wants to spend a few more hours with their family a week. Um, and it can be serial entrepreneurs that are, uh, just buying, scaling and selling, um, and wanting to help the, the local community.

Joshua Kornitsky: So can I ask you a tough question?

Pablo Gonzalez : I would hope so.

Joshua Kornitsky: Tough question. Aren’t these taking American jobs?

Pablo Gonzalez : Yeah. Um, that’s that’s really that comes in a lot. Uh, I think I mentioned a little bit earlier and it’s it’s tough because you can’t find an American with ten years of experience. Uh, and their degree and looking for 1300 bucks a month. Um. That’s true. And, you know, these aren’t just cost savings. They’re competitive. Competitive advantages that fuel, uh, local job creation. So that’s where our mission statement comes in. Um, it’s it’s when you have that money you’re able to donate to your causes. You’re able to hire more stateside. Um, one of our niches that we’ve actually found is blue collar. Um, which might sound ironic because obviously there’s a lot of hands on. Sure, sure. Um, but they where they find the most ROI in filling their back office with these remote roles so that they can focus on the big picture and strategy.

Joshua Kornitsky: So they’re not just temporary roles. It’s not just I need somebody to help me out for the week. They’ll they’ll actually permanently take the position.

Pablo Gonzalez : Yes. So we actually prefer that, uh, it’s we’re direct hires. Um, so we were able to place them and integrate them with your team. We have, uh, standard operating procedures that we’re able to provide for people who, uh, might have. Well, are going to have. The question is, how do I integrate a remote person with my physical team? Um, and we found ways to do it that make it have the least friction possible, uh, with having the business owners not really have to worry about, uh, several other things other than I just made an amazing hire for a fraction of the cost.

Joshua Kornitsky: Wow. So that really does make a pretty strong impact. Now, I know you are also involved in a number of other organizations. Uh, first, can you tell me a little bit about the Cobb chamber?

Pablo Gonzalez : Yeah, I love the Cobb chamber. So ever since I separated from the Air Force, uh, and moved back here, uh, to Georgia, I’ve been involved with them. Only this last year on the steering committee, uh, for the young professionals. Um, but it’s a an amazing Cobb County, as you guys are aware, is an amazing county. Um, and the chamber specifically does a lot of good, uh, for, for the local community. Um, one of my favorite events is the top golf tournament. Uh, it’s a fundraiser for, uh, Children’s of Atlanta.

Joshua Kornitsky: Sure. Yeah. The children’s healthcare is is, uh. If I ever have the money, it’s where it’s going to go, for sure. But you also are involved with savvy. Would you tell us tell us what it stands for?

Pablo Gonzalez : Yeah, absolutely. Uh, so as a veteran myself, it’s it stands for a strategic alliance for veteran integration, and it’s a nonprofit that helps veterans reintegrate into society, um, through a specific course. So it’s resources for all veterans, but specifically, it builds out a track for someone who’s either a year from separation or post separation, um, if they want to go entrepreneurship route, if they want to go into corporate, if they want to go back to school, get their benefits squared away. I mean, free Coursera membership, it’s um, it’s a lot of resources. And, uh, Taps does a lot for us, which is the transition assistance program that is mandated in the military. But, uh, there’s just so much that it misses.

Joshua Kornitsky: So do you function as an advisor for some of the men and women that are in that window of getting ready to transition out or having just transitioned.

Pablo Gonzalez : Out, not to them directly? Uh, I help with the programs. Um, so, uh, outreach, um, resource gathering, uh, just being able to get the organization, uh, as, as successful as possible and be able to reach as many veterans as we can.

Joshua Kornitsky: And I assume that’s a nonprofit as well. Yes, yes. If people wanted to make a donation there, how would they go about doing that?

Pablo Gonzalez : Yeah, absolutely. So just on the website and you can look up Strategic Alliance for Veteran Integration or Savvy. And it actually has at the very top make a donation.

Joshua Kornitsky: Oh fantastic. Okay. So let me circle back to to Global Talent Direct because I want to make sure that we give due diligence and the amount of time there. So what, if anything, uh, should I have asked that? I haven’t asked that. That you want to communicate about how you help your clients and how you help the people that you employ? What if someone’s listening right now and and forwards this, uh, when we publish out to somebody in a different country, how do they reach you? What are the types of things that you’re looking for?

Pablo Gonzalez : Yeah. So if it’s if it’s talent, uh, what we’re looking for is meant to senior level experience. It makes the transition a lot easier for actually placing these individuals with having their own setup already and proven experience working remotely. Um, if it’s companies and organizations and nonprofits, then we’re actually able to, uh, we have social global talent direct on all socials. Um, and you can actually, uh, send me a text or a phone call at six seven 8 or 8 00542. And then there’s also the admin email on our website, Global Direct. Com.

Joshua Kornitsky: Oh, fantastic. And we’ll have all of that shared on our site as we will for for Sheela and complete investigations and security as well. Um, I can’t thank you enough, Pablo Sheila, for for sharing your experience and your stories and your knowledge with us. Um, it’s been great to have you here in the studio. We try to make it interesting. We try to make sure we ask the right questions. Thank you both for being here. This is Joshua Kornitsky professional iOS implementer and your host today on Cherokee Business Radio.

 

Tagged With: Complete Investigations and Security, Global Talent Direct

The Transformational Work of the STAR House Foundation

July 10, 2025 by John Ray

The Transformational Work of the STAR House Foundation, on North Fulton Business Radio with host John Ray
North Fulton Business Radio
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The Transformational Work of the STAR House Foundation, on North Fulton Business Radio with host John Ray

The Transformational Work of the STAR House Foundation (North Fulton Business Radio, Episode 883)

In Roswell, Georgia, hundreds of children face steep challenges outside the classroom. Those challenges don’t stop when the school day ends. That’s where the STAR House Foundation comes in.

In this episode of North Fulton Business Radio, host John Ray speaks with Windy Nicholson, Maureen Curtis, and Alejandra Torchia of the STAR House Foundation, a nonprofit that provides free, on-site afterschool programs for underserved children at Title I elementary schools. These programs offer more than academic help. They provide character development, emotional support, healthy snacks, and consistent encouragement from trusted adults.

A $1,000 donation funds a full year of support for one child. Many former students are now returning as volunteers, educators, and even board members. Their “32 STARS for 32 Years” campaign aims to raise $32,000 to expand the mission and reach even more children.

If you believe every child deserves a strong start and a real chance to thrive, this conversation will show you what that looks like in action.

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

  • Early intervention matters: Reading proficiency by third grade is a strong predictor of long-term academic success. STAR House helps students build that foundation.
  • On-campus access: STAR House operates after school in Title I schools at no cost to families, with a six-to-one student-to-coach ratio.
  • A full-circle model: Former students are now volunteers, educators, and board members—proof of long-term transformation.
  • High-impact giving: Just $1,000 supports a child for an entire year of afterschool care, tutoring, and personal development.
  • Community powered: STAR House depends on individual donors, sponsors, volunteers, and corporate partners to fulfill its mission.
  • Current campaign: “32 STARS for 32 Years” seeks to raise $32,000 to fund the upcoming school year for underserved students in Roswell.

Topics Discussed in this Episode

00:00 Introduction to North Fulton Business Radio
00:24 Highlighting the STAR House Foundation
00:46 Renasant Bank Sponsorship
01:49 Welcoming Guests from STAR House Foundation
02:14 Overview of STAR House Foundation
03:23 Challenges Faced by Underserved Children
04:35 Maureen’s Role and Experience
06:00 Details About the Schools Served
09:41 Importance of Food and Nutrition
10:16 Growth and Impact of STAR House Foundation
12:50 Partnership with Schools
15:09 The Stakes and Long-term Impact
19:05 Heartwarming Success Stories
22:09 Back to School Campaign
25:17 Volunteer Opportunities
28:40 Corporate Sponsorships and Donations
29:45 Final Thoughts and Gratitude
33:12 Closing Remarks and Sponsor Message from Beyond Computer Solutions

STAR House Foundation

STAR House Foundation is a non-profit organization based in Roswell, Georgia, dedicated to supporting at-risk children in North Fulton County through after-school tutoring, mentoring, and enrichment programs. Serving over 200 students in three Title I schools, STAR House provides a safe and nurturing environment where children can improve their academic performance, develop positive study habits, and build essential life skills. The foundation also offers a summer camp that bridges the academic gap during school breaks, focusing on retention and continued growth for elementary students.

Founded in 1993 by local volunteers who recognized the need for after-school supervision and academic support among economically disadvantaged youth, STAR House has grown to become a vital resource in the community. Its mission is to equip students with the tools and encouragement needed for personal and educational success, working closely with schools, families, and community partners. STAR House is committed to fostering diversity, inclusion, and equity, ensuring all children have the opportunity to reach their full potential and envisioning a future where every student can improve their life’s trajectory through education and mentorship.

Website | LinkedIn | Instagram

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 880 episodes 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: after school care, Alejandra Torchia, Beyond Computer Solutions, early childhood education, John Ray, Maureen Curtis, mentorship, North Fulton Business Radio, renasant bank, Roswell, Roswell Georgia, Star House Foundation, Title I schools, underserved children, underserved communities, why early childhood matters, Windy Nicholson

Why Charging Premium Fees is Actually a Service to Your Clients, with Criminal Attorney Joshua Baron

July 9, 2025 by John Ray

Why Charging Premium Fees Is Actually Service to Your Clients, with Criminal Attorney Joshua Baron, on The Price and Value Journey podcast with host John Ray
North Fulton Studio
Why Charging Premium Fees is Actually a Service to Your Clients, with Criminal Attorney Joshua Baron
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Why Charging Premium Fees Is Actually Service to Your Clients, with Criminal Attorney Joshua Baron, on The Price and Value Journey podcast with host John Ray

Why Charging Premium Fees is Actually a Service to Your Clients, with Criminal Attorney Joshua Baron (The Price and Value Journey, Episode 138)

In this second part of a compelling conversation, host John Ray continues his deep dive with criminal defense attorney Joshua Baron, exploring the life-changing effects of charging premium fees and the philosophy behind building a service-based practice.

Josh reveals how a single 45-minute conversation with a business consultant led him to triple his prices and why most of his clients said yes. This episode unpacks the psychology behind pricing decisions, the importance of aligning your client experience with your fees, and how premium pricing actually serves both attorney and client better.

Beyond pricing strategy, Josh shares his unique approach to client access (including giving out his personal cell phone number), his philosophy on when to work for free versus when to charge premium rates, and how his deeply held beliefs about service and purpose drive his business decisions.

Whether you’re struggling with pricing confidence, wondering how to justify premium fees, or seeking to understand the relationship between pricing and client treatment, this episode provides both tactical strategies and a philosophical framework for building a sustainable, values-driven practice.

If you haven’t heard the first part of John’s interview with Josh, please follow this link

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

  • Test pricing changes with pilot programs – Don’t overhaul everything at once; experiment with a subset of cases to build confidence and gather data.
  • Focus on what you’re uniquely good at – Narrow your offerings dramatically rather than trying to serve everyone; Josh went from thirty practice areas to essentially two.
  • Have honest value conversations with clients – Help clients articulate whether the case is truly important to them rather than trying to convince them it should be.
  • Premium pricing requires premium experience alignment – You can’t charge high fees while delivering a discount experience; everything must align.
  • If clients don’t treat you well, examine your pricing – Low prices communicate that you see yourself as low-value, which affects how clients interact with you.
  • Personal accessibility can reduce overall contact – Giving clients his cell phone number actually decreased calls because they felt secure knowing they could reach him.
  • Your day job enables your mission, it doesn’t have to be your mission – Charging sustainable rates allows you to pursue your deeper purpose without financial stress.

Topics Discussed in this Episode

00:00 Introduction and Guest Overview
01:34 Recap of Part One
02:00 Joshua Baron’s Pricing Journey Begins
04:04 The Impact of Pricing Changes
08:08 Client Value and Case Selection
10:30 Understanding Client Value
16:53 Creative Solutions in Legal Practice
20:37 Premium Legal Fees: A Service to All
22:45 Balancing Work and Life as a Lawyer
23:35 The Importance of Pricing and Client Treatment
25:13 Setting Boundaries with Clients
26:09 The Value of Accessibility and Client Communication
30:16 Philosophy Behind Legal Practice
34:41 Pricing and the Mindset of Service
42:42 The Importance of Networking and Relationships
46:15 Final Thoughts and Contact Information

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 880 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: charging premium fees, client communication, criminal defense attorney, criminal defense lawyer, John Ray, Joshua Baron, networking, pricing, pricing strategy, purpose, raising prices, relationships, SB Legal, setting boundaries, The Price and Value Journey

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
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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
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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

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