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Search Results for: marketing matters

Jonathan Strack and Eric Cooley, Strack, Inc., and Chris Smith, CB Smith & Associates

July 14, 2023 by John Ray

Strack Inc.
North Fulton Studio
Jonathan Strack and Eric Cooley, Strack, Inc., and Chris Smith, CB Smith & Associates
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Strack Inc.

Jonathan Strack and Eric Cooley, Strack, Inc., and Chris Smith, CB Smith & Associates (ProfitSense with Bill McDermott, Episode 47)

On this edition of ProfitSense with Bill McDermott, Jonathan Strack and Eric Cooley from Strack, Inc., and Chris Smith, CB Smith & Associates, joined host Bill McDermott for a discussion on building their respective businesses and adapting to the digital age. Jonathan and Eric talked about cultivating a company culture, getting outside their comfort zone to recruit talent and market their business, growing the skills of their people, and more. Chris discussed the ways his firm is leveraging technology and AI, how they support their clients through tax planning, new tax laws, and more.

Bill concluded the episode with comments on the one liquidity rule every business owner should know.

ProfitSense with Bill McDermott is produced and broadcast by the North Fulton Studio of Business RadioX® in Alpharetta.

Jonathan Strack and Eric Cooley, Strack, Inc. 

Eric Cooley and Jonathan Strack, Strack, Inc.

Founded in 1948, Strack, Inc. is a heavy civil contractor focused on delivering value-driven project solutions, advanced industry training, and workforce development in the Southeast. Strack provides grading & excavation, pipeline construction, trenchless boring, design build, railroad construction and drilling and blasting services.

With a focus on the residential, municipal, industrial, and commercial markets, Strack is committed to delivering quality infrastructure built by an equipped and empowered team of nearly 600 employees. At Strack, they foster a relationship-driven culture and are driven by living out their core values of Better Every Day, Mindful in Everything, Humble Hearts Open Hands, and Everyone Matters in everything they do.

Jonathan Strack is CEO and President of Strack, Inc. He is a  3rd generation Strack, who has led the way for growth and provided vision for the future of Strack Inc., unlike anyone else. Under his leadership, Strack has more than quintupled in revenue all while expanding into new market segments and construction disciplines. Jonathan was awarded Construction Equipment’s ‘Under 40 in Construction Equipment Award’ for 2020.

Eric Cooley joined Strack as Chief Financial Officer in June 2019. Eric has more than two decades of experience serving in construction financial management roles. Over his career, Eric has had the privilege of building and developing many successful teams in the areas of finance, accounting, HR, IT, project management, training, and recruiting.

He holds a BS in Business Administration from Longwood University and an MBA from Campbell University. He is also a Certified Construction Industry Financial Professional (CCIFP) and IMA Certified Management Accountant (CMA). During his career, Eric has gained a mix of public, private, and private equity experience with company revenues from $100 million to $4 billion. Eric enjoys working collaboratively across the organization to strategically solve business problems, create structure, and develop systems.

Website | Facebook| Instagram

CB Smith & Associates

CB Smith & Associates is a Georgia-based business advisory and CPA firm that delivers big-firm expertise and acumen with small-town thoughtfulness and warmth. We help bring to light the stories that numbers tell — about the health of your business, the soundness of your financial or tax plan, and the options that can lead you to a path of success. We believe that awareness makes opportunity visible.

Website | Facebook | LinkedIn

Chris Smith, President, CB Smith & Associates

Chris Smith, President, CB Smith & Associates

With over 30 years of financial experience, Chris Smith is passionate about his work. Since founding the accounting firm in 2003, he has led the firm’s growth from one to three office locations in Georgia to include 35 employees with a solid team of certified public accountants and other tax professionals.

CB Smith & Associates is a business advisory and full-service accounting firm that works in tandem with its sister company, Reliance Payroll LLC, a full-service payroll and human resources outsourcing firm.

Prior to starting his own firm, Chris was a corporate controller. He earned a degree in accounting from Georgia State University’s J. Mack Robinson College of Business, is active in local community groups such as the Rotary Club and numerous CPA groups.

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About ProfitSense and Your Host, Bill McDermott

Bill McDermott
Bill McDermott

ProfitSense with Bill McDermott dives into the stories behind some of Atlanta’s successful businesses and business owners and the professionals that advise them. This show helps local business leaders get the word out about the important work they’re doing to serve their market, their community, and their profession. The show is presented by McDermott Financial Solutions. McDermott Financial helps business owners improve cash flow and profitability, find financing, break through barriers to expansion, and financially prepare to exit their business. The show archive can be found at profitsenseradio.com.

Bill McDermott is the Founder and CEO of McDermott Financial Solutions. When business owners want to increase their profitability, they don’t have the expertise to know where to start or what to do. Bill leverages his knowledge and relationships from 32 years as a banker to identify the hurdles getting in the way and create a plan to deliver profitability they never thought possible.

Bill currently serves as Treasurer for the Atlanta Executive Forum and has held previous positions as a board member for the Kennesaw State University Entrepreneurship Center and Gwinnett Habitat for Humanity and Treasurer for CEO NetWeavers. Bill is a graduate of Wake Forest University and he and his wife, Martha have called Atlanta home for over 40 years. Outside of work, Bill enjoys golf, traveling, and gardening.

Connect with Bill on LinkedIn and Twitter and follow McDermott Financial Solutions on LinkedIn.

TRANSCRIPT

Intro: [00:00:03] Broadcasting from the Business RadioX Studio in Alpharetta, it’s Time for ProfitSense with Bill McDermott.

Bill McDermott: [00:00:16] Good morning. Welcome to ProfitSense. This podcast dives into the stories behind some of Atlanta’s successful businesses, and business owners, and the professionals that advise them. We help local business leaders get the word out about the important work they’re doing to serve their market, their community, and their profession, as well as discuss current issues that business owners are facing today across a wide variety of industries.

Bill McDermott: [00:00:43] I’m your host, Bill McDermott. And this show is presented by The Profitability Coach. When business owners want to increase their profitability, they often don’t have the expertise to know where to start or what to do. I leverage my knowledge and relationships from 32 years in banking to identify the hurdles getting in the way and create a plan to deliver profitability they never thought possible.

Bill McDermott: [00:01:07] We have three great guests on the show today and I just want to welcome each one of them. Jonathan Strack with Strack, Inc. Jonathan, welcome to ProfitSense.

Jonathan Strack: [00:01:17] Thank you very much.

Bill McDermott: [00:01:18] And Eric Cooley also with Strack. Eric, welcome to ProfitSense today.

Eric Cooley: [00:01:23] Thank you, Bill.

Bill McDermott: [00:01:24] And then, Chris Smith. Chris, welcome to ProfitSense. So glad you’re here.

Chris Smith: [00:01:28] Yeah. Thank you, Bill. Thanks for having me.

Bill McDermott: [00:01:30] So, Jonathan and Eric, I’m going to start with you. You know, we all know there’s a war for talent out there in the industry, especially in the construction industry. But I think across the board, it’s really hard to find great people. But you and your management team have done a fabulous job of building the business over a period of time. So, you know, I don’t want you to reveal any trade secrets here, but you’ve been in business for 75 years, how do you use that to attract top talent to the company? Jonathan?

Jonathan Strack: [00:02:08] Yeah. Just being in business for 75 years, you’ve got great relationships, you’ve got stability. We’ve got a really good long running reputation for quality, treating people well, doing a good job, and being fair. So, from that regard, it helps us sell ourselves.

Jonathan Strack: [00:02:27] But, you know, trying to find talent, you’re competing against everybody in a really saturated market. So, we really had to rethink how we went about attracting and retaining folks. We had to get used to being on social media and hire some additional staff we’ve never had before. So, that’s just part of an evolution of 75 years of business and changing times.

Bill McDermott: [00:02:53] Sure. And, Eric, I know there was a time, I want to say, maybe five or six years ago when you joined Strack, and I’m sure with your background and experience, you could probably go just about anywhere. What attracted you to Strack to become CFO there?

Eric Cooley: [00:03:10] For me, it was the longevity of the company, the reputation, and the marketplace. It’s the family feel. It really has a strong family culture. Again, we’ve doubled in size over the last three years. We’re nearly 600 employees at this point. But it’s just this feeling that you’re not just a number there. You mean something to the team no matter where you sit in the organization. So, just that culture, it’s hard to find that. I have a background in the corporate side. I’ve done some private equity. And so, just having this feeling of like a belonging there was important to me.

Bill McDermott: [00:03:44] Yeah. Yeah. I could understand why. And so, I know certainly there is a huge benefit of working for a privately held company. Core values typically come into play there. And so, I know, Jonathan, many employers do focus on their core values to be sure they find and retain the right people. So, how does Strack use that in their hiring process?

Jonathan Strack: [00:04:19] Well, we had to really sit down and define who we were as we grew. We had a set of well-known core values that were known by everybody that had been in the business, because that flowed from the family, we had long running employees. We were not typically a fast growing company, so it learned through osmosis or tribally, and it got handed down effectively well.

Jonathan Strack: [00:04:47] One of the things we figured out as we started to grow is how do you replicate you into all these folks that you’re bringing on board and make sure you’re still a special place to be. So, we sat down to find our core values so we’re better every day, mindful in everything, humble hearts, open hands, and everyone matters. Those are our core values. And trying to really teach the team right now to make every decision around that framework of those core values.

Jonathan Strack: [00:05:22] So, you know, it kind of went hand-in-hand with attraction or attracting and retaining talent and recruitment. And what we came up with was we decided we wanted to do our own management training, our own leadership training. We came up with our own leadership training program. We call it Frontline Leadership Training. It’s six days of training with cohorts of 20 to 30 people. And we’re going to put everybody in the business from pretty much a lead man up through a CEO. We’re all going to go through the training together.

Jonathan Strack: [00:06:03] And what it’s about is really two halves of the coin. It’s teaching what’s our standard professionally. We take a job from acquisition, we schedule it, we track it, we close it out. So, everybody in the business gets some appreciation for every other position in the company.

Jonathan Strack: [00:06:23] Like, our first one we did, we did a bid wedding. So, we had guys that they may run a Finnish crew, they may run a skid steer and a dozer and a couple of guys, and they’re having to bid on a job all of a sudden. So, they get a lot of appreciation for what the guys in the office have to do and disseminate a whole lot in a hurry.

Jonathan Strack: [00:06:45] But the other half of the coin is the personal side, the soft skill side. We want to relate to some household budget. You know, if your household finances at home are in disarray, how do we expect you to take care of our dollars? We want to do some career coaching, some goal setting, teach folks about how to properly communicate on the job, written, spoken, how to do an interview. Definitely, we’ve got a culture that is not typical. And we want to make sure that gets reflected by all our leadership. So, it’s really six days of teaching who we are and what’s our standard from professional standard attitude and ethics.

Bill McDermott: [00:07:33] Eric, from your perspective, similar question, how do you find that you, as CFO, are embodying those core values that Jonathan mentioned in your hiring process?

Eric Cooley: [00:07:48] Yeah. I mean, a lot of this obviously, as Jonathan said, we use that as a filter as we’re looking to hire folks. I think there’s always some of the professional stuff you can teach, but finding the right person with that character that shares those values with you is really important. And so, you know, if I evaluate talent on my team, that’s something we look at and try to coach around. And I try to embody those things to the best of my ability on an every day. And it’s just about being intentional about it and trying to recognize it.

Eric Cooley: [00:08:17] One thing I do talk to my team about is that we’re not an accounting company that also does construction. We’re really here to serve the construction business. So, we’re a construction company. We happen to be a piece of the wheel. And I think just recognizing where you fit in the organization is important. You know, looking at mindful and everything, that’s talking about, not just worrying about what’s going on in accounting, but think about these folks have other responsibilities they have to look at and serve, and so just working through that.

Bill McDermott: [00:08:46] And I think I’ve found, Eric, once you start sharing those core values in the interviewing process, a lot of times you find people that just don’t feel a fit and they’ll self-select out as well. Has that been your experience as well?

Eric Cooley: [00:09:01] That has been some, historically, yes. So, I think it’s important if you kind of talk about, “Hey. These are the things we’re doing,” then you get someone else talking about, “Hey. I really want to advance quickly or I really want money,” then it pretty much doesn’t line up. We’re not just about making money at Strack. It’s about the culture, about the fit.

Bill McDermott: [00:09:19] Sure. Sure. Excellent points. Jonathan, as you have built the organization, are there any particular hiring methods that seem to work well at Strack, Inc.?

Jonathan Strack: [00:09:33] Well, as we started growing six or seven years ago, pretty heavily, one of the things I had to get used to was social media. Typically, in our industry, my view was stay off social media because you don’t want to attract any needless attention to what you’re doing. It’s already a risky business. But, really, anything that’s on a social media platform, that’s your best attraction and retention tool. And that really legitimizes what you’re doing now.

Jonathan Strack: [00:10:05] We’ve gotten business based off our social media presence, you know, especially when we started grading. We’d been primarily a pipe contractor most of my life. And as we started doing earthwork, that was a definite change in perception for the industry.

Jonathan Strack: [00:10:22] And as we were trying to win some work, I’d have conversations with really large clients that said, “Hey, we see what you’re doing on social media. You look like you know what you’re doing. We trust you. You’ve been in business 70 something years and we’ve worked with you before in other places. So, hey, come on, we’re willing to give you a shot.” And that really perked me up and surprised me. So, I’ve become a lot more open to exposing ourselves to what we do.

Jonathan Strack: [00:10:51] And I mean, the other piece is you’ve got to be willing to accept some failure and learn from it. We’ve definitely had some of that along the way.

Bill McDermott: [00:11:00] Growing up in an era where there were no mobile phones, no internet, let alone no social media, like you, I have my own stories about social media. And thank goodness I’ve got one or two people that are in their 30s and can guide me in those processes. But like you, I struggled with Instagram and all the things that have to do with social media.

Jonathan Strack: [00:11:34] Yeah. And I think, you know, for construction, just changing our perception of who we are and what we are is a big deal. I mean, we’re not well-thought of by the public. I mean, when you think of construction, a lot of people think about the home remodeling guy that ran off with the work half done with all their money. And that’s not us.

Jonathan Strack: [00:11:55] And trying to really expose ourselves to high school students, college students, even middle and elementary school students and explain, “Hey. You know, we’ve got marketing folks, we’ve got accounting folks, we’ve got surveying folks. Any other legitimate business that has all these positions, we have them, too.”

Jonathan Strack: [00:12:17] I mean, I had a young man, he runs our lube truck and he’s 22 or 23, and he just was not feeling it. He says, “Look, you know, I don’t know where my path is.” But he has this passion for photography. I said, “Well, we spend a lot of money every year paying for a photographer to come out and document our stuff, make social media content for us, you obviously know what you’re doing. What do you want? Make me a wish list. I’ll buy the equipment and let’s work you into a full time position. I already paid for it anyway. You’re here. You love it. You know us. You represent us well. You and your brother work for us. Come on, let’s do it.”

Bill McDermott: [00:13:02] Wow. Wow. That’s a great story. I do know construction has a reputation. I can so relate because I come from a banking background, and bankers are challenged. There are some great bankers out there, but also banking in general is just kind of a hard process to go through.

Bill McDermott: [00:13:28] Eric, it’s one thing to attract top talent, but how, in your view, does Strack retain that talent in the company?

Eric Cooley: [00:13:37] Yeah. So, retention has been tough just in this market, particularly in the field. I think a lot of construction has high turnover and we’re not that different as it comes to that. And that’s one thing we really focused on, as we’ve tried to grow, we’ve also had to replace. But I think the key things we look at is, you know, we start training from day one.

Eric Cooley: [00:13:58] So, a lot of folks from an orientation perspective, they may come in, have you just sign some papers. We’re running a four day orientation program right now. You come in. You learn the standard operating procedures for the company. You get safety training. You have an opportunity to go through. We’ve got equipment simulators to get familiarization with the equipment. And so, you know, really making that investment starting in day one.

Eric Cooley: [00:14:21] And I think living out our core values, that’s something that’s key to trying to retain them. If we’ve sold them on something, it’s important that we live that out and they’re able to see that demonstrated to hold on to them.

Eric Cooley: [00:14:33] I think Jonathan touched a little bit on the training. So, we’ve got this frontline leadership training program we’ve built. We’re also building an Operator Training Program, where we’ve promoted four guys from inside the business and they’re going to go out and help on the job sites to help train and really bring up the level of experience and understanding to some of the newer employees. Because part of this, you know, attracting new talent means we might be looking at folks from other industries. And so, part of that’s just trying to help increase the knowledge base out there.

Eric Cooley: [00:15:06] And then, you know, some other things we’ve done is we’ve got Marketplace Chaplains. So, we have a chaplain service to really demonstrate the care. And at this point, Jonathan’s not able to talk to every employer. Historically, he could take calls consistently. But at this point, it’s making sure that that message is out there, we care and how can we help you there.

Bill McDermott: [00:15:25] We had that at a bank that I worked at, too, and that made a world of difference because there was a point in time when I had lost my father and was going through a grieving process. And so, that is wonderful.

Eric Cooley: [00:15:37] And I think something else that is kind of unique here is we have a charitable gift matching. So, any employee, any charitable gift giving they make, the company will match that. And there is a limit set for just normal charities. As it comes to tithing, it’s unlimited. So, just really pushing further on the values and demonstrating from our actions that we’re going to live those out.

Bill McDermott: [00:15:58] Yeah, that’s awesome. We’re talking today with Jonathan Strack and Eric Cooley with Strack Inc. Founded in 1948, Strack Inc. is a heavy civil contractor focused on delivering value driven project solutions, advanced industry training and workforce development in the southeast. They provide grading and excavation, pipeline construction, trenchless boring, and many other things. They’re committed to delivering quality infrastructure built by and equipped and empowered team of nearly 600 employees.

Bill McDermott: [00:16:31] And, Jonathan, what a great legacy that you’re continuing to leave and will do into future generations. But I’m curious, how, in your view, have your hiring and retention processes evolved through the years?

Jonathan Strack: [00:16:49] Well, most of your hiring in years past was either referral, and you still have a fair bit of that. But it used to be you’d have guys walk in your front door, want to fill out an application. It was a very organic process. You might put an ad out in the local newspaper or in the Atlanta Journal Constitution.

Jonathan Strack: [00:17:10] But, now, you get very few people that way. And if they’re coming in the front door, those are probably not the guys you want to hire, honestly, in today’s environment. I’m not saying that doesn’t ever happen, but by and large like I talked about earlier, you’ve got social media platforms, you do paid ads. We actually have a human resources software now that helps us post some of our jobs. We’ve gotten a lot of traction that way. We have a full time recruiter on staff, full time that calls and vets folks before we really ever get into an interview.

Jonathan Strack: [00:17:53] And the team itself, they pretty well supply the needs to the recruiter. And between HR and recruitment, they disseminate the needs back out to the guys as they do interviews. We’ve got paid billboard advertisements right now. I mean, we’re trying things we’ve never tried before just to get some attention to us. I mean, we’ve got three or four billboards at the I-85 Corridor right now.

Eric Cooley: [00:18:22] We do. Yes.

Jonathan Strack: [00:18:22] I’ve never, never thought I would do that. I never liked talking about us. You know, we’re pretty humble as a whole. And that always used to appear arrogant to me. But now, it’s out of necessity. I’ve got to try whatever I can, regardless of what I may or may not be comfortable with, because we don’t know what works right now. We’re having to learn.

Bill McDermott: [00:18:46] So, Eric, I think if you say it, sometimes it can be taken as bragging. But I’m sure if your employees are saying it, that’s testimony. And so, I’m wondering from your perspective, how do you maybe engage your workforce in looking for people just like them to send your way as well?

Eric Cooley: [00:19:13] Right. Yeah. A lot of that is giving our employee that experience so they do want to do the referrals. And then, we do have an Employee Referral Program to where the employees are rewarded for bringing new employees onboard.

Eric Cooley: [00:19:26] We’re working on an internal communications app. It’ll actually be an application on your phone. And I think given that connectivity, you know, the consistent message all the way throughout the organization will help the employees that may not get to see everything or be aware of everything to really make them more aware of what’s going on in the company, and then want to invite their friends or other other folks to join them. So, I think that communication is big. And, really, the encouragement to bring folks, more like yourself, to come to the company is how I see that.

Bill McDermott: [00:19:55] Sure. Sure. Absolutely. So, just in case we have any potential great employees who might be out there, let’s use the ProfitSense Podcast too. Jonathan, Eric, what’s the best way if there’s someone interested in coming to work for a great company like Strack, Inc., how should they get in touch with you?

Jonathan Strack: [00:20:14] I’ll take it. Yeah. I mean, the best way, you can get on the website and put an app in. You can always message us on any social media platform. That’s monitored full time by folks we have on staff. So, really, any public facing portal we have, whether it’s LinkedIn, Facebook, website, shoot us a message, put in an application, and we’ll call you back pretty promptly.

Bill McDermott: [00:20:42] And, Eric, what’s the website address for the company?

Eric Cooley: [00:20:45] It’s www.strackinc.com.

Bill McDermott: [00:20:49] Great. Jonathan and Eric, thanks so much for coming on ProfitSense today and sharing your experience and your expertise. And congratulations on building a company with an employee base of 600 people. That’s quite an accomplishment. Congratulations.

Eric Cooley: [00:21:05] Thank you for inviting us.

Jonathan Strack: [00:21:06] Thank you.

Bill McDermott: [00:21:09] And so, Chris Smith, Chris is with CB Smith & Associates. Chris, so glad to have you. For our listeners, tell us a little bit about CB Smith & Associates. You’ve got a headquarters in Alpharetta, but also Macon and the Lake Oconee area. As an accounting and business advisory firm, what do you do for businesses and individuals?

Jonathan Strack: [00:21:34] Yes. Thanks, Bill.

Chris Smith: [00:21:36] So, CB Smith is celebrating their 20th year being in business. I started CB Smith in the Cumming area back in 2003. And we’ve slowly grown over the years. Today, we’re a full service firm. I have a partner at the firm, his name is Tim Whittemore. And as you mentioned, we have offices in Macon and here in Alpharetta, and we have a satellite office in the Lake Oconee area. Today, we’re a full service firm. We do audit work. We do reviews. We do tax planning, business advisory services, and, of course, tax compliance work for our clients.

Chris Smith: [00:22:19] But one of the areas that we’ve really focused in – gosh – since 2007 timeframe is moving accounting into a paperless environment. And once accounting gets into a paperless environment, it’s all X’s and O’s. And then, you can do things like process automation, really automate processes, and improve collaboration amongst team members. And, hopefully, help to make a business more scalable.

Chris Smith: [00:22:51] From a philosophical standpoint, I’m a big believer in the things that got you out of Egypt are not the same things that will get you to the Promised Land.

Bill McDermott: [00:23:00] Well said.

Chris Smith: [00:23:03] We love working with businesses that are at that stage. They’ve hit a ceiling of complexity and they’re trying to figure out what are those things that will get us to the Promised Land. And so, we help them by implementing and retooling the accounting function. We’re a big believer that the accounting function shouldn’t be an anchor on the business. It should be a driver of growth. And so, we try to work with our clients from that standpoint.

Chris Smith: [00:23:29] So, we’ve got some young folks at the firm that are taking advantage of these no code, low code solutions that are out there, power apps, mostly for the Microsoft platform that takes those X’s and O’s or those ones and zeros, and, really, starts to build a better process for our clients and their business processes, improves internal controls in the business. And, hopefully, that leads to growth and that’s where we come in and help them from a tax planning standpoint.

Bill McDermott: [00:24:09] Now, you’re preaching to the choir here when you start talking about processes. One of the things that I found in working with my clients is rarely do I see processes in writing. And if they’re in writing, are they being followed? And so, when you started talking about business process automation, that’s like documented processes on steroids. But tell us a little bit more about that, because I think you’ve really carved a niche in the marketplace with business process automation, haven’t you?

Eric Cooley: [00:24:41] Yeah. Yes. Certainly, we really love working with our clients from that standpoint and putting everything on its side. You know, the documents as an example, having an SOP document and all the binders and everything to that effect, we integrate it into the process. That documentation is the process. So, if someone gets to a form and how do I fill this out or what am I doing with this, you can have a Help Menu item that just shows up. And it is, “Here’s our policy. This is how this works.” So, we integrate it into the tools that are in place.

Chris Smith: [00:25:18] You know, historically speaking, you have your software and then you have your policy document. And so, now the software and the policy document become one. And with the low code and no code development that can be done just by accountants, you’re able to now integrate those things together. And it’s flexible. It’s agile. As the business changes, the environment for the business changes. You can change your policies and integrate it right into the app right at the same time.

Chris Smith: [00:25:49] It also eliminates so much human error that may be in place, especially if you do have a document. A lot of times they come in electronically as it is. But even if they’re scanned in, you can OCR. Artificial intelligence sometimes can be scary for folks but it’s here and leverage it.

Chris Smith: [00:26:07] And so, if you have an AI that can sit there and read a document and know it’s an invoice from a particular vendor, and knows where to go look on that invoice for the amount, when it’s due, so on and so forth, use the AI. And then, your people, instead of becoming data entry clerks, they’re reviewing what the AI does, make sure it’s good.

Chris Smith: [00:26:26] And once that’s in there and, again, ones and zeros, you don’t have any room for human error later on down the road. The integrity of your data really improves. And there’s a lot of benefits in terms of efficiency so the business can focus in on what it does and reduce its administrative costs accordingly.

Bill McDermott: [00:26:48] Yeah. I can really see the benefit of not only improving efficiency, but also improving effectiveness. I can’t talk to a CPA without talking about taxes. Taxes come up. And so, I’m going to insert a little personal bias here. So, businesses that have a tax strategy that minimizes taxable income make them very difficult to bank lending customers, coming from a banking background. So, that’s my bias there I have to get over.

Bill McDermott: [00:27:26] But I do know tax planning is a big part of your business. What do you see as tax planning? How do you do it? And then, why is it important for small businesses to do tax planning?

Chris Smith: [00:27:41] Our first philosophy is, first off, we’re going to be your advocate for our clients. Tax planning is important, but tax planning isn’t the end all, be all. Improving your wealth is the end all, be all. And so, we’re not going to implement or suggest a tax solution that isn’t necessarily in line with improving our client’s overall financial well-being. And so, that’s always secondary to financial well-being. But it’s a very important piece.

Chris Smith: [00:28:15] We’re in a segment. We’re not a large national firm, so we don’t have a lot of clients that are publicly traded or anything like that. Our clients don’t have investors to impress. They’ve got to impress the bank every once in a while. You know, so our focus is going to be on tax planning. It’s a heavy part of our relationships with our clients. And, you know, that is the business we’re in, by the way, is the relationship business. We may be accountants, but that’s what it is.

Chris Smith: [00:28:43] And so, we’re going to work with our clients to ensure their financial well-being is in place. And they’re doing it as a tax efficient manner as possible. And if they need a source of funding because of some sort of, you know, new business plan, new venture that they’re going to move into, then we’ll work with our clients and we’ll work with the bankers. And make sure the bankers understand these are things that we’re doing from a tax perspective, so let’s make some adjustments accordingly so you can get a better picture of what the cash flow would be for the organization, so you can make better lending decisions from that standpoint.

Bill McDermott: [00:29:25] Yeah, it makes perfect sense. So, the baby boomer generation business owners are retiring in droves. They’ve been successful. They’re wanting to exit. So, talk a little bit about how CB Smith & Associates helps business owners with succession planning.

Chris Smith: [00:29:45] Yeah, certainly. There is a time frame. Each business sits at a different life cycle and all businesses are different. We’re dealing with clients that are startups, that are on that front end stage, cash is really tight, they’re in a high growth environment. We’re trying to help them with business process automation to leverage the tools that are out there.

Chris Smith: [00:30:07] And then, we have clients that maybe are at that little more mature stage, but they’re ready to go another 10, 15 years. And so, that’s where tax planning comes into play. That’s where we’re thinking about, “Okay. How can we minimize your tax as much as possible?” So, that’s available cash to reinvest in the business or harvest from the business.

Chris Smith: [00:30:29] And then, we have clients that are very mature, you know, multi-generational businesses and they’re dealing with other issues where they’ve just got more pieces of the pie that they have to spread out, and so how do they manage growth from that standpoint.

Chris Smith: [00:30:46] But then, we have folks that they’re not ready to pass it on to the next generation. They’re looking for some sort of a succession plan. And the key to them is planning ahead of schedule. It’s a five year look. That’s where we change our strategy. We’re not necessarily interested in maximizing the tax benefits that they may be receiving, but we’re interested in making sure that business looks like a nice rose on the bush and it’s ready to be plucked off.

Chris Smith: [00:31:16] So, we’re going to help our clients from that standpoint. We’re going to make sure that maybe we don’t take those deductions as benefits that you have been taking in the past. Let’s see what we can do to improve the cash flow from the business to the owners. We often refer to it as EBITDA.

Chris Smith: [00:31:35] And sometimes it’s different. It depends on the business. It could be a heavy asset business, got a lot of assets to it, or it could be a business that doesn’t have much of a balance sheet at all and it’s more of a service business. So, we’re going to look at those aspects and make sure that that business is in a good position so they can maximize value out of it.

Chris Smith: [00:31:53] What are they doing from a management standpoint? Bill, you know this really well. What are they doing from a management standpoint so the business is not defined by the owner. It’s defined by the team. And so, that really enhances value of that business from that standpoint. And that’s a philosophy you should have even if you’re not looking to sell the business. Make the business work for you. You not work for the business. But we’re going to work with them and make sure that they have the right mindset in terms of what they’re doing.

Chris Smith: [00:32:27] And then, we’ll have conversations with them, they are going to cash it. How do you handle that? What’s the estate going to look like? What are we looking at in terms of the value of the estate and how is that going to go? How are those assets going to get passed on? How is it going to get taxed when you die? Having some conversations on that.

Chris Smith: [00:32:49] Also, having conversations of do you want to sell it to a competitor or do you want to sell it to your employees. We’re working with a company right now. It’s a civil engineering firm. And we’re working with them to potentially have a tax free sale through an ESOP. And so, we’re going to have those conversations with the clients, here are the benefits, this is how much of a squeeze you need to make to get the juice out of the fruit, per se. This is what’s going to be involved administratively to be able to get those benefits.

Chris Smith: [00:33:22] We had another client that was in the chemical business that they’re getting ready to be bought out by a competitor right now. And there was a big discussion as to whether it was going to be a stock sale or an asset sale. And an asset sale was going to cost them about an additional $800,000 in tax. And so, that’s an important conversation to have with your client in saying, “Hey, we need to have an understanding of this.” And that may be a renegotiation that you have with the buyer that says, not only do we have $800,000 in tax associated with an asset sale, but we also have capital gains on that $800,000. So, we probably need to have close to $1 million of additional compensation from the sale of the business. And, fortunately, it was a nice business, so the buyer agreed to that.

Bill McDermott: [00:34:12] Yeah. That’s great. We’re talking today with Chris Smith, who’s president of CB Smith & Associates. Chris has over 30 years of financial experience, passionate about his work since founding the accounting firm in 2003. He’s led the firm’s growth from one to three offices in Georgia to include 35 employees with a solid team. CB Smith & Associates is a business advisory and full service accounting firm that works in tandem with its sister company, Reliance Payroll, which is a full service payroll and human resources outsourcing firm.

Bill McDermott: [00:34:48] Chris, last question. Today, what are some tax law changes in Georgia that individuals or businesses need to know this year?

Chris Smith: [00:35:00] Certainly. Thanks for asking that question. There have been some recent tax law changes here in Georgia. And, you know, we just had a little internal, we have a First Friday Program with all of our staff. The first Friday of every month, everyone gets together and we talk about recent changes.

Chris Smith: [00:35:19] So, we, literally, just last Friday had a conversation about some tax law changes here in Georgia. So, it’s kind of still somewhat fresh in my head. The big piece that we have – there’s a couple pieces – one is, last year, Georgia passed what was called a Pass-Through Entity Election Law that allowed for S-corporations, in particular, and some partnerships to elect to be treated as a C-corporation for Georgia tax purposes.

Chris Smith: [00:35:51] And the benefit to that has to do with the S-corporation and partnership owners’ personal tax returns, because state taxes, when you itemize your deductions on the federal return, state taxes are limited to $10,000. And so, if you have a business of any worthiness that you can quickly exceed that, especially if you own a house and you’ve got property taxes of $5,000, $6,000, before you know it, you’ve hit that $10,000 threshold.

Chris Smith: [00:36:20] So, what this election does is it allows the Georgia income to be taxed at the entity level and it becomes a deduction for trade and business purposes purposes. And it eliminates it from your itemized deductions. And, of course, the income on your personal Georgia return that was taxed at the entity level is excluded from your income on your personal return. So, there’s a lot of benefits to that.

Chris Smith: [00:36:46] One problem we had with this is that it was limited. The partnerships that could participate in that was limited. You had to have certain qualifications in order to be able to do that. And so, Georgia has amended that law, I think it’s House Bill 415 that did that. So, they have amended House Bill 415 to allow all partnerships to participate in that election beginning in 2023, the 2023 tax year. So, that’s a big benefit for some of those businesses that were out there that there was a partnership arrangement they couldn’t do it. We had a couple of clients that just couldn’t do it from that standpoint, just due to the nature of the partners or in their partnership.

Chris Smith: [00:37:29] The other change that was been made and, of course, this is good news if you are one that likes paying less tax to the state of Georgia. House Bill 454 was just passed. And with that, the individual rate is going down. In prior years, the Georgia tax rate for both corporations and individuals was 5.75 percent. And Georgia’s individual rate is going to go down to 5.49 percent in 2024. And then, every year after that, it will go down another 10th of a point and it will rest in 2029 at 4.99 percent. So, that’s a good benefit for a lot of individuals.

Chris Smith: [00:38:16] The other things that changed for individuals is the Georgia Standard Deduction for filing married, filing jointly individuals has gone to $24,000. And the standard deduction for all others filing single, married, single head of household has moved over to $12,000. So, those are some of the changes that, just in the last legislative session, have been passed. And so, we’re going to see some benefits from that going forward.

Bill McDermott: [00:38:47] Yeah. Wow. Tax rates actually going down a little bit. What a concept. Chris, if someone has accounting questions or needs to get in touch with you for some accounting advice, what’s the best way for them to get in touch with you?

Chris Smith: [00:39:01] Yeah. So, website is a great place to go to. You can be a very small business just getting started, you’re trying to conserve every dollar you can, go to our website, sign up for a newsletter. We send out articles. We do blog posts monthly on various topics. A lot of great articles on our website about starting a business.

Chris Smith: [00:39:26] If you’re at a different stage in your business and tax is becoming a problem, business is growing, you know, feel free to reach out to us. There’s a couple links on the website to inquire with us and one of our senior level tax managers will call you up and have a conversation about how we can help you and how we can build a relationship with you from that standpoint.

Bill McDermott: [00:39:50] That’s great. And that web address is?

Chris Smith: [00:39:52] Yes. It’s CB Smith and Associates, so it is www.cbsmithcpa.com. That’s our website. And, of course, as your previous guests here had mentioned, we are also looking for talent in the area. And we work with a lot of the universities and schools, but we’re also looking for senior level talent as well that would help fuel our growth.

Chris Smith: [00:40:19] We’re a big believer that the players bring the fans. And so, the quality of our employees bringing clients and help us with growth. And so, we encourage anyone that may be interested in joining the team to go out to our website as well. You can go to About Us, and there’s a link there for joining the team, and we’d love to have an opportunity to speak with you.

Bill McDermott: [00:40:38] That’s great. Chris, thanks so much for coming on ProfitSense today.

Chris Smith: [00:40:42] Thank you.

Bill McDermott: [00:40:45] I want to take a minute to talk a little bit about liquidity. You’ve heard the idea that cash is king, and there is one liquidity rule that I think every business owner should know. Every business owner understands that cash is critical to running a business. But knowing how much cash is needed leaves many business owners confused and frustrated.

Bill McDermott: [00:41:08] I worked with a professional services firm that has a practice with three locations. Their revenue came from professional services that were reimbursed by insurance – insurance companies, as we all know, are notoriously slow in this practice – found themselves with at least half of their receivables over 90 days. No one was accountable for collections and they were forced to borrow from very expensive lending sources just to fund payroll.

Bill McDermott: [00:41:34] Quickly, we put the internal accountant in charge of collections. She blocked time on her calendar daily to make collection calls. In the next six weeks, the amount of over 90 day receivables was reduced to about 10 percent of the total, that was $100,000 cash impact to that firm. And the firm’s cash balance doubled because of it. They no longer had to borrow and saved a significant amount of interest expense.

Bill McDermott: [00:41:59] Now, the firm who works in the manufacturing space was able to increase their cash balance simply by requiring a 50 percent deposit for their product upfront. That way, they weren’t fronting all of their costs.

Bill McDermott: [00:42:14] No matter how you achieve it, my recommendation is that 15 to 20 days sales is a good number. Take your annual sales, divide it by 360, then divide that number into your cash balance. So, if you have $5 million in revenue, that’s about $14,000 a day to have 15 days sales and cash, your cash balance would need to average about $210,000. If you’re struggling with liquidity, work with your finance person to find out how to improve your cash balance and take action.

Bill McDermott: [00:42:49] If you want to keep up with the latest in pro business news, follow us on LinkedIn and Instagram at The Profitability Coach. If you want to listen to past or future ProfitSense episodes, you can find us on profitsenseradio.com. This is ProfitSense with Bill McDermott signing off. Make it a great day.

 

Tagged With: Accounting, AI, Bill McDermott, CB Smith & Associates, Chris Smith, Eric Cooley, Jonathan Strack, ProfitSense with Bill McDermott, retaining talent, Social Media, Strack Inc., talent aquisition, tax law, The Profitability Coach

Jason Sandmann with Out of the Weeds

July 10, 2023 by angishields

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Cherokee Business Radio
Jason Sandmann with Out of the Weeds
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Jason-Sandmann-bwheadshotJason Sandmann is a life coach who focuses on expanding his clients’ possibilities through emotional healing and raising consciousness.

After nearly two decades in the restaurant/service industry, he developed a deep passion for service and a deep love for people. But through his work and his own battles with depression and substance dependency, he noticed how many people seemed to live from a state of perpetual unhappiness.

As he worked his way through his own catalysts and found healing, he was called to help lead others to their own.  He recently wrote an e-book titled ‘The Overthinker’s Guide to Gratitude‘ which is available on a by-donation basis.

When not working, Jason enjoys getting out in nature, connecting with his community and deepening his spiritual practices.

Connect with Jason on Facebook.

This transcript is machine transcribed by Sonix

TRANSCRIPT

Intro: [00:00:07] Coming to you live from the Business RadioX studio in Woodstock, Georgia. This is Fearless Formula with Sharon Cline.

Sharon Cline: [00:00:17] Welcome to Fearless Formula on Business RadioX, where we talk about the ups and downs of the business world and offer words of wisdom for business success. I’m your host, Sharon Cline, and today in the studio we have a life coach who focuses on expanding his clients possibilities through emotional healing and raising consciousness. Two decades in the restaurant industry, and he has cracked the code on on how to encourage people to understand the ways they can use their finances, not only for financial freedom, but personal freedom. So please welcome to the studio, Jason Sandmann.

Jason Sandmann: [00:00:53] Hello. Hello. Thank you for having me.

Sharon Cline: [00:00:55] Yeah, I’m happy to have you in the studio and your company is out of the weeds coaching, is that right? Yes, correct. Okay. How did you come up with the name?

Jason Sandmann: [00:01:03] So that was an ode to my restaurant days, for sure. You know, whenever you if you’re familiar with the restaurant lingo or if you’re not familiar with restaurant lingo, I should say, whenever somebody is like completely swamped and they have too many tables for themselves and they can’t even think straight, they’re like considered to be in the weeds. And that’s either for the back of the house or the front of the house. And they usually need to have some help being pulled out. And as I started moving towards like doing something else, I really wanted to honor that space. And really this has been pulling me out of the life weeds.

Sharon Cline: [00:01:37] So if I go to a restaurant, that’s what people are saying in the back, like, Oh, I’m in the weeds.

Jason Sandmann: [00:01:41] Oh my gosh.

Sharon Cline: [00:01:42] Oh, I didn’t know that. Yeah, I haven’t heard that term.

Jason Sandmann: [00:01:44] Yeah. No, they are, they might not say it from a with a PG Oh. Thing but they are definitely saying it. Yeah. It’s definitely one of just the little things of the language of that.

Sharon Cline: [00:01:58] So it’s nice. Like you said, it’s an ode to where you used to be 100%. And what I like too is that you focus a lot on people who are in the service industry, helping them to get themselves out of the weeds, not in the restaurant, but like, financially.

Jason Sandmann: [00:02:12] Yes. So that is something that’s somewhat shifted as I have shifted. When I first started going into coaching, it was very much I was in the middle of my own debt free journey and I had started finding all these resources that were helping me. And I was just wondering like, there’s all of these people in the service industry. Over 50% of people in the United States work at the service industry at some point of their lives over 50%. Yeah, it was crazy. And I was just like, Why is nobody talking to people here about how to actually like manage your money and how to build towards a life that you want? Like, it’s a beautiful, beautiful industry, but so many people are just stuck in thinking that it’s just a, you know, job that is only temporary or doesn’t mean anything, or they’re going to be judged by it. And I was like, No, you can actually go and build whatever life you want and stay in this business if you want to. Now, I said that as I was exiting it and my focus has gone. I still love working with people in the service industry. It’s where my heart and soul is. I’m the best people I’ve ever met were in that. But as I’ve kind of grown my business and it’s become much more of my own spiritual journey into it, I’ve expanded that just to really anyone who struggles with happiness and how that plays into our finances, how that plays into our relationships and how it plays into our health.

Sharon Cline: [00:03:27] Well, what I didn’t realize and you have this on your website that tipped workers are more than twice as likely and servers almost three times as likely to fall below the federal poverty line. And I think that’s fascinating to me because there is a notion, or at least in my mind, I’ve assumed that in order to build wealth, you have to already have a bunch of wealth like the wealthy people build more wealth. But what you’re saying is it’s the opposite.

Jason Sandmann: [00:03:53] Yeah, no, it’s totally the opposite, right? Like one of the things that I know we kind of maybe had on the list to talk about a little bit. Like a lot of times we work backwards, right? We think that like we’ll be wealthy once we amass the wealth or whatever, but it all starts the other way around. Like we have to kind of start making those decisions from a place of like what a wealth mindset would look like. What does like a self worth with wealth mindset look like? And you can certainly go and not be limited by any of the circumstances. It just requires making some different decisions there. In the restaurant industry especially, there’s this kind of just prevailing mindset of like, you know, when I’m flush, I’m flush. Like when the money comes in, when it’s good, I’m going to go ahead and spend it. And then on those tougher times, you know, the money’s just not there. And then how am I going to pay rent? And it just takes a little bit of shifting of that. It takes a little bit of kind of reorganizing values and then all of a sudden you can really start like building momentum and create, you know, enough money to go and buy that house to go and like create a lot of solid foundation. The restaurant industry is one of the only places I knew where I could go in without having like my college degree finished and go and make like significant money. Does it have its drawbacks and its challenges? 100%. But it’s not. That’s not what the problem is. Is really the mindset that comes around it. And this idea that it’s temporary because it’s also driven by day to day.

Sharon Cline: [00:05:21] Because you can’t count on the amount that you’re going to get. There’s no set amount, right?

Jason Sandmann: [00:05:25] Yeah, there’s no reliability. You can go in one day and make $25 and you can go in the next day and make 250. And so it becomes this really weird game of, you know, trying to stick it out on those slow times and not let that discourage you. And then like, you know, Oh, is there another place I should go work? Is that more consistent? And then like when you go in, you’re chasing it. Like if you’re chasing money, it’s always running away.

Sharon Cline: [00:05:48] I think anything you chase runs away from you.

Jason Sandmann: [00:05:50] That’s absolutely correct. Yeah, for sure. So it’s one of those things where you really just have to find some way to build consistency in an inconsistent environment.

Sharon Cline: [00:06:01] So what are the challenges that you generally find? Is it does it come down to just that mindset? Is it once you switch the mindset, then it’s not so difficult.

Jason Sandmann: [00:06:09] It’s not just mindset, right? Like a lot of times we kind of want to pretend in the space that it’s just mindset, but like you really need a kind of a whole body experience or like a whole embodiment of it. But the mindset is a huge part of it and it’s certainly where you can start the environment for people who are in the restaurant world can be very, very challenging, right? It’s fast paced. You’re really tired, you’re surrounded by food and drink and alcohol, a lot of alcohol. There becomes a lot of dependency. I certainly had my own battles with.

Sharon Cline: [00:06:39] That can only.

Jason Sandmann: [00:06:40] Imagine. And you know, it becomes very easy for that. Like the hours are long and different. So like, you know, going and cooking dinner for yourself when you get off a shift at 1 a.m. doesn’t really sound like, you know, the environment for a healthy lifestyle. But you can make different choices to build around that and you can kind of find some different avenues to build health, but you have to decide that you want to do it.

Sharon Cline: [00:07:03] Gosh, it’s funny, you know, I just I’m a patron, right? So I’ll just go to a restaurant and I just order my food or whatever. But I don’t I have not really sat and thought about what it’s like on a server side, seeing someone like me over and over and over again, you know, and then staying there, like you said, late and then hoping that the tips come because not everybody tips the same. But I also think how difficult it is to serve the public. Oh, my goodness.

Jason Sandmann: [00:07:29] It can be. I like to try to bust down that myth as much as I can. Right. Like I when I say that the best people I ever met were in the restaurant industry. A lot of them were people I worked with, but a lot of them were also on the customers and the guests I made. Like, it really just matters where your attention goes. Like if you want to put all your focus on the people who don’t tip well or you know, the table that like ran you a little bit ragged and that’s where all your energy goes, then you’re going to miss all of these really wonderful interactions you had, or at the very least just something where you went and you just made somebody’s day a little bit better. You nourish them and there was no kind of energetic exchange at all. But I found so many beautiful relationships through those customer engagements. And I think a lot of people do have that experience, but it can get very easy to like fall into the, Oh my gosh, I need to make certain amount of money. This person didn’t tip me. And then your energy goes down and all of a sudden your entire night is wasted.

Sharon Cline: [00:08:27] Well, you do have a connection between coaching what you’re doing with finances and someone’s mental well-being. So it’s not just how someone manages money, it’s actually there’s a therapy behind it.

Jason Sandmann: [00:08:40] 100%. Yeah.

Sharon Cline: [00:08:42] Can you talk to me about what that is?

Jason Sandmann: [00:08:44] Yeah, it’s, you know, everything, in my opinion, ends up coming down to like, how we feel about it. And I still have my own stories and limitations around money that I’m working through myself because, you know, we have these preconceived notions and this programing that we’re not even sure of where it came from. Truth. And there’s a lot to do around, like, you know, before we can kind of rewrite the money stories or just self-worth stories, we have to let go of a lot of the old ones. We have to uncover them. We have to allow ourselves to feel them and then start seeing them for the illusions that they are. You know, you mentioned one of them earlier is like, well, you have to have wealth to get wealth. That’s only as true as you make it. Right. But we just we hear it enough that subconsciously we decide, well, you know, yeah, that’s got to be true. So I’m never going to get there. And, you know, if you want to go and resent people who have a lot of money, like is that going to be a formula for you to invite a lot of money into your life? No, it’s not like there’s so much energetically and there’s just so much emotionally that we have to work through and really also just take this equation with like money equaling happiness kind of out of the out of the equation. Like you can create money from a happy state, but, you know, money’s not going to bring you happiness if you’re not happy before you get it, you’re not going to be happy afterwards.

Sharon Cline: [00:10:06] I have heard this phrasing, that money, and you’re more of an expert than I am. So I would love to know if you think this is true, that money amplifies. Who you already are. So if you’re sort of a darker energy kind of person or a controlling person, well, now that you have a bunch of money, you get to use that as a way to continue to further your control. But if you have like sort of a generally happy disposition, you use that money in the same way to further your happiness and the happiness of other people.

Jason Sandmann: [00:10:36] There’s definitely truth in that, right? And I find it interesting that that that equates so much with alcohol, right? Like when you drink too much, it’s one of those things where.

Sharon Cline: [00:10:44] That that’s so brilliant. I hadn’t thought about that.

Jason Sandmann: [00:10:47] It amplifies.

Sharon Cline: [00:10:48] Who you already.

Jason Sandmann: [00:10:49] Are, who you already are. It never makes you do anything that you wouldn’t do. It’s just something that kind of allows you to like be less blocked in front of doing it. And money is the same way. Like if you feel like scarcity runs your life, no amount of money is ever going to be enough. You can have $1 million in the bank and just be like, I’ve got to get more. I’ve got to get more on the other side of things. Like, you know, if you’ve got this identity of like just you’re a poor person and that’s what you live by subconsciously, well then no matter how much money you make, you’re always going to spend more than you make. And you’re always going to do that until you start to really reprogram what that mind is like, especially the subconscious beliefs for it.

Sharon Cline: [00:11:26] It’s so fascinating to me to think that even my saying wealthy people make money or wealthy people make more wealth through investing that that maybe I have and haven’t thought about it, have a conscious, subconscious belief that I you know, I’m resentful of those people. Like I’ll never be that person. Do you know what I mean? Like, I didn’t even think about just even having that phrasing in my head would encourage subconsciously a negative belief that will actually keep me in the position of never being able to have enough money to invest.

Jason Sandmann: [00:12:02] That is something I think most people don’t really consider how powerful the language that we use is and like really whatever we speak our world into, like it creates it. And especially what we give our power and energy to. So if it’s one of those things where, yeah, like we just kind of say it and it’s off the cuff and we just like, we have to go dig in and accept that it’s true. Like that idea that money doesn’t grow on trees, right? That came from the Great Depression and things have changed completely since then. But that prevailing belief is what drives so many people to kind of stay stuck in their position that they are or say that, you know, it’s so limited when all we see is the government print more money, right? Like I can I imagine a world where it’s not like money itself is is a different conversation, but like it’s just energy that we exchange and there’s really an unlimited supply when we kind of look at it from that lens. But we have to realize it’s like, Oh man, subconsciously I have all of these beliefs, not just about like these external things, like money or whatever else, but about myself and my ability to to earn it or what I’m worthy of. Et cetera. Et cetera.

Sharon Cline: [00:13:14] So you’re talking deep emotional work. Yes. And so how open are people generally? Because when you’re talking about money. Okay, well, what stocks should I invest in? Like, it’s facts and, um, not subjective to your opinion or my opinion of myself? It’s just facts. And so how how resistant are people to really doing? I’m sorry. You’re kind of laughing. Well.

Jason Sandmann: [00:13:44] People are pretty resistant to doing the emotional work until something prods them to do it. And for me, at least in my life, I’ve noticed that like or at least it’s my opinion that emotional avoidance is really at the root of pretty much all of our problems as a society. I think it’s at the root of depression. I think it’s at the root of addiction. I think it’s at the root of all of this supposed separation that we’re supposed to feel from each other. All of it is running either away from a feeling or chasing a feeling. And to me, you know, especially like, you know, growing up as a man in the South, there’s like this concept that we’re supposed to be like to be like masculine or to be a man you’re not supposed to, like, express how you feel and or you’ll talk to like, you know, some of the older generation, they’re like, Well, we didn’t talk about all this stuff back, back then. And I’m just like, Well, that’s why we’re here now. Do you.

Sharon Cline: [00:14:37] Hear that? People say, Yeah, Oh, you know, no, suck it up or whatever it is. I don’t know what they say, but.

Jason Sandmann: [00:14:42] Not as much anymore. Right? Like, I’m I’m very grateful to live in a time where we do talk a lot more about our mental health. And I think there are a lot of areas where we’re still missing the mark on addressing it, but we’re at least more open to the discussion and more people are coming to the work, which is really great. My family will still definitely go down. We don’t need to feel this or talk about any of these things and I’m just like, Well, I don’t know what we’re going to talk about then, because it’s literally all I talk about.

Sharon Cline: [00:15:08] What have you noticed in I don’t know if the quality of your life is the right word or phrase, but. What have you noticed that has been so motivating for you about your life that makes you want to share so much with other people?

Jason Sandmann: [00:15:23] I know how low I’ve been. I was for a long time, very identified with like the label depression. And I don’t really do a lot of labeling myself with a lot of things. But like, I would have told you I was depressed all day long. And while I never would have called myself an alcoholic, I certainly had the dependency issues with drugs and alcohol. And, you know, I thought I was hiding a lot of that. And it turns out that I wasn’t right. I ended up I had I had a marriage for 13 years or 11 years. We were together for 13. That ended. I ended up leaving my job and everything felt like it was falling apart. And all of a sudden, though, I started finding like these little beautiful windows into forgiveness and acceptance for some of the things that had been holding me back so long. Some of my family stories and, you know, over time, I’ve become the happiest person I know. Like, I just love my life and it’s completely independent of my circumstances. Like I’m still figuring out the business side of things. A lot of times, like, how do I go and approach this and how do I attract people to do this work that they’re resistant to doing? And I still fall into times when I am in a lower vibrational state or lower energy state. But I always know I get to come back to love. I always know I get to come back to just getting accessing my higher perspective and saying like, no, like I am so grateful for everything that’s come on. And that journey has been so meaningful to me that I just want to bring as many people along for that as I can. It’s never about, you know, trying to have them believe the same things I believe, but it’s just opening up people to their own belief and their own expansive possibilities once we remove our emotions from what our circumstances are.

Sharon Cline: [00:17:08] But that’s really important because so much of my story I identify with and the reason why I can justify what I’m doing and why I’m doing it because of my story. And so what you’re saying is that story has run its own script and is really not serving me in going forward to change what my future will be. If I continue to identify with my story, then it keeps me in that same vein or mode. Yes.

Jason Sandmann: [00:17:34] Yeah, that’s exactly right. Pretty much everything that we create in life are based on stories, and those stories are only as true as we make them. Most of them are just, you know, ego programing and attachment to these identities that this is who I am. And you really have this capability of deciding that you’re going to be somebody different. You can do it in a day. And, you know, I work with a lot of people around like self confidence and everything else and like, you know, just being able to go into a room and believe that you belong in a room, like it really is just a decision. And it’s where the storyteller, which means we get to author a new one. But that’s so scary to consider. And it’s so there’s so much resistance. And it’s like, no, no, this is all real. And it’s like, it’s only as real as we make it. Like life corresponds to the beliefs that we carry. And it’s really I always joke around because when I work with somebody, it’ll start off pretty heavy, right? Like it is. It’s just heavy. One of my clients the other day joked around. She’s like, I’m going to talk about the five stages of working with you. And it was anger, anger, anger, anger and acceptance.

Sharon Cline: [00:18:40] What a.

Jason Sandmann: [00:18:41] Fight. Yeah. And so, I mean, that’s challenging and it’s scary to confront all of these stories and kind of see where we’ve held ourselves back and, you know, not and feel the shame that comes with that. But that shame is just a story as well. And once we get through that, it gets to be this really fun and inventive time where it’s just like, Well, what do I want to do? Like what? What at the heart of myself have I always actually wanted? And like, how do I start creating stories that empower me to get to that?

Sharon Cline: [00:19:13] Well, what you’re saying to me is that I can’t play the victim anymore, which there’s some satisfaction I got. Sorry. I get a little satisfied being able to say that it’s not my fault. You know, somebody did this to me. And the reasons why I can’t is because this was done to me or this circumstance happened, and A plus B equals C like anyone. But what you’re saying is I can change that narrative completely and be the author of a whole different kind of narrative that brings out a different experience.

Jason Sandmann: [00:19:46] Absolutely. Yeah. 100%. Like everything is, it comes down to a choice, right? Like, nobody can make me angry. They might do an action that, like, triggers my emotional reaction of anger. But the anger is my own, and the decision to stay in it is my own. And, you know, it doesn’t mean that you don’t feel it like because there’s an entire other thing about like, numbing that you don’t want to do. But what it does mean is that you don’t allow it to take over your. Life and become who you are. You get to change it. And I’ll give just a real example from my life. So, you know, again, my family life was really, really challenging. For a long time, I didn’t really have a relationship with my mother or my father. And for over 20 years, I didn’t see my mother at all. And so for a long time, I was a victim to that story. Right? Like my parents didn’t love me enough. And, you know, that was how I lived my life. And I was always looking for other people to validate what how lovable I was like what people thought of me. And it was never enough. It was never enough and never, never enough. It was trying to fill a hole that was endless. And then when I did find this book called The Four Agreements and I started coming through that.

Sharon Cline: [00:20:57] I’m well aware of that one. Such a good one.

Jason Sandmann: [00:20:59] It’s so good, right? Like that thing. Don’t take it personally. And it shattered the glass for me and I was like, my parents were just they were 20 years old at the time. They had me. I was 30 something at the time. When I was having this realization, I was like, I’m still not ready to really like raise a kid given the environment I came from. They also had their own challenges like, why am I taking this so personally? They didn’t mean it like towards me. They were just struggling with their own life. And once we start seeing people through that lens, everybody’s just acting out of their own pain or their own level of consciousness. And so nobody’s really trying to kind of come and get us. We’re not a victim unless we choose to be, and that there is a little bit of resistance in that because then it means we have to take responsibility.

Sharon Cline: [00:21:46] So what I’m saying, what do you mean it’s all because of me? Well, but I think that like harkens back to that phrasing. Like no one can make you feel inferior without your consent. I think it’s Eleanor Roosevelt who said that, which I understand the concept of that. Like you have to actually believe that you deserve that label. And once you do, well, then yes, they made you feel that way because you already inherently had that thought process in your head. Yeah.

Jason Sandmann: [00:22:11] There’s another kind of idea about that, right? Where it’s, you know, nothing that can’t or nothing that I’m trying to phrase this, right? Actually, just read it. Nothing that can’t be attacked needs to be needs to be defended. Right? Like if I’m so secure in who I am and like what I’m bringing to the table, that, like, if somebody doesn’t like, see it, that’s fine, then there’s no reason to have any defense over it. But as those areas where we already are seeing ourselves in that light, where it becomes really vulnerable and really scary because we feel like, you know, we’re on unstable ground and it just takes work to kind of get through that.

Sharon Cline: [00:22:52] Do you think that shame drives most most of our issues in life?

Jason Sandmann: [00:23:00] Yes. I’m actually coming to some new language around this as well. Like shame. Shame is one of the, like lowest vibrational emotions we can stay in and, you know, very heavily attached to guilt. And I equate shame with the word should, right? Like, you know, I should have done this. I should have done that. And that becomes really, really a self-defeating very quickly, whereas I could have done that brings up possibility. Ultimately, I think fear drives most of our decisions. It all comes down to fear of abandonment or fear of rejection, which both are really just aspects of fear of separation. But, you know, with that anger and sadness kind of play with it. But but shame kind of triggers all of those things, right? Like it’s it’s kind of the doorway into those, you know, is it the doorway into fear? Is the doorway into that sadness area for sure.

Sharon Cline: [00:23:51] So I believe that most people make decisions out of fear or love, right? Yeah. So. If you were to percentage it out. Generally speaking, how much does fear drive just the average person? Because I have fear of a lot of I’m sorry, this isn’t about me, but I was thinking I, I have fear about a lot of different things, but I’m wondering how much my fear separates me from like, what you’re saying is changing my narrative to be more loving and accepting not of just my own story, but of someone else in my life who I’m projecting my feelings onto instead of being compassionate to them and loving to them. How much do I change who I am in order to not have that separation?

Jason Sandmann: [00:24:36] Yeah, I think if I’m answering it from a percentage, I think 100% of people are like really driven by it, right? Like, it’s part of all of our lives.

Sharon Cline: [00:24:44] I know. I was thinking that, that I think I do this all day long.

Jason Sandmann: [00:24:47] We do. And like, you know, there are different levels of, for lack of a better term, like when you kind of get to enlightenment and start living from love, from a lot more, from another area like you can start changing that and it becomes this really beautiful experience. But, you know, most of us, even when we’re really first operating around like we don’t even know how to love, right? Like, because we don’t know how to love ourselves. We don’t know what that feels like. And so even that’s kind of driven by fear because it’s just I want somebody else to tell me that I’m worthy and then I’m.

Sharon Cline: [00:25:20] The bottomless pit of need of validation, like you were saying, like there’s never enough words. Because if it doesn’t come from me, then there’ll never be enough because I need it externally. It’s not coming internally.

Jason Sandmann: [00:25:33] Exactly. And the nice thing about that, though, is once you do start accessing the internal, there’s an endless supply. Like you never run out, you know? And for me, that’s my connection with Source or God or spirit.

Sharon Cline: [00:25:46] Whatever you want to call it.

Jason Sandmann: [00:25:47] Everybody’s got a different. Everybody’s got a different name. And I kind of go between the three because that’s been a more recent journey for me to really embrace. But yeah, like it’s never if you’re looking for love and you’re really and you know where you find it, like there’s never a chance for it to run out. You can love everybody. You can love everything. But we do look at it as a finite resource until we kind of learn to tap into it.

Sharon Cline: [00:26:12] Have you noticed the quality of your relationships are so different because of this shift in your own perspective on what the purpose is of even having relationships?

Jason Sandmann: [00:26:22] Yes, 100%. Like there’s so much more kind of openness and vulnerability. There’s so much more understanding. And not with every relationship, right?

Sharon Cline: [00:26:32] Like, I don’t think everyone is designed to think like that.

Jason Sandmann: [00:26:35] It’s for for me personally, I get really in my own head, like sometimes about like, you know, not wanting to always just speak into somebody’s life like that and like, meet them where they’re at while also, you know, not enabling or keeping that up. And so there are certainly relationships that will be a little bit more challenging for me to navigate that with. And I’m still, you know, I’m awaiting my partnership to like, really get to do that romantic relationship again where it’s something where we both get to be fully invested in doing this, work ourselves and build co-creating a life together. But yeah, just the conversations I have with people on the street, the conversations I have with people I’ve known forever, it’s like night and day from what I used to be. It’s so much more rich and it’s so much easier to actually see them for what they’re saying rather than just put my filter on it the entire time and wondering what I’m going to have to say next. It’s just it allows me to be really present in every relationship that I’m in.

Sharon Cline: [00:27:37] I love what you’re saying because there are times where I am very, very mindful of where I am and what I’m doing in my life. Like, I try to imagine imagine that tomorrow I no longer am allowed to be in my house. It burns down or whatever. So sometimes I’ll walk around and look at where I am. With a wistfulness like that, it’s almost gone and that I get to visit it, you know, kind of like if you could imagine visiting your childhood home, you’d look at every little thing and be like, Oh my God, I totally forgot that that was, you know, Oh, I remember. So I try to do that. And then there’s like this feeling of appreciation that I have that I don’t think I access because I’m always running, I’m always doing a million things and I’m like, it’s I need to clean. Like, that’s what I’ll be thinking about what I haven’t done. But I like the quality of my day. I’m still living the same day, but the quality of my day feels sweet. I don’t know if that’s the right word.

Jason Sandmann: [00:28:33] Sweeter. I love sweet. I think that’s a beautiful way to describe it. It’s. Yeah. Presence is everything, right? Like being willing just to be in the moment that we’re in and not be driven by, you know, future anxiety or past fears because that’s all like, that’s all made up space. None of those things actually exist. We’re here now. And the more that we can like be in that moment and just appreciate it for the perfection that it has, even if it’s something that’s challenging us, there’s always we can always find what it’s teaching us. We can always find the beauty in it, and it takes training. That’s why gratitude is just such a powerful.

Sharon Cline: [00:29:13] That was my question. We were talking about why you had a list of things to talk about, and I was thinking how important is because gratitude to me changes the energy of everything. And so I was actually like, so excited to talk about that because when I have that gratitude feeling, like I was saying, you’ve been walking around my house and appreciating or just anywhere, I am thinking I’ll never be able to visit it again. So look at it with this wistfulness. It’s like my I can feel a change, like a like a visceral change in my body.

Jason Sandmann: [00:29:43] Yeah. We spoke, you know, talking about, like, emotional vibration and everything else. And that’s a whole other conversation that I’m not quite able to speak on in the depth that I usually like to communicate. But like, if you’re looking at gratitude, it’s one of the highest. Oh, okay.

Sharon Cline: [00:29:57] I got you. So that’s why it feels so different.

Jason Sandmann: [00:30:00] Yes. It’s literally like operating or opening you up to operate on a different frequency. And it’s rewriting your script, right? Like the brain and like, let’s let’s take a moment to, you know, be appreciative of the brain itself, like the ego that’s trying to protect us and everything else. All this stuff that runs in fear. It’s only doing it because, like, it’s on survival mind. Like it just thinks everything’s a threat. So it’s doing its best to give us safety, even though it’s in reality creating our misery.

Sharon Cline: [00:30:31] The oxymoron that is or whatever. It’s like the irony. Yes. You know.

Jason Sandmann: [00:30:36] Yeah, it’s just misguided as all it is. But like, you know, really finding reasons to be grateful. Like if you don’t, if you don’t have that in your heart now, like no circumstance is going to bring it about.

Sharon Cline: [00:30:47] No amount of.

Jason Sandmann: [00:30:48] Money. No amount of money. Yeah. Like no relationship, no meal, anything. It’s all fleeting, right? Like, but being able to be here and just be an appreciation for the moment. Like one of my mentors. We’ll talk about dating the phase you’re in. It’s like no matter where you’re at, just fall in love with it.

Speaker3: [00:31:07] Oh.

Sharon Cline: [00:31:08] I love that.

Jason Sandmann: [00:31:09] Yeah.

Sharon Cline: [00:31:10] So. So sometimes I imagine because I’m not in a relationship right now, but I try to imagine if I am, what would I miss about being without someone? So like the I don’t know, the control that I have, the not answering to anybody is kind of nice. But at the same time, like, think about it like that. I’d miss what are the things that I’d be missing. And so that way I can appreciate those things that I have right now. And there’s just something about knowing that I am very intentional, that if it did all end tomorrow, that will. I appreciated it while I was in it. So I don’t have as much mental torture about the fact that time has gone by and I haven’t done what I thought or my accomplishments aren’t as big as I think they should be. Like I have a lot of shoulds on me. Yeah, but I like that feeling of not the mental because I’m really good at mental torture but like relaxing. The Did you really appreciate what you had? Because now it’s gone. But if I take a minute to really do that, well then I don’t have to beat myself up for the pain. Yeah.

Jason Sandmann: [00:32:13] Yeah. That’s such a beautiful kind of avenue to explore and to play with, right? Like I always will talk about like suffering is the space between how things are and how we think they should be. And, you know, once we take that out of it and once we just allow ourselves to appreciate it for the moment that we’re in, it just becomes so much more freeing. It’s such a beautiful state to live in. And, you know, I would encourage you just from from your share here to, you know, play with the idea of like maybe not in that fear of losing it, but also understanding. Yeah, like we’re only here for a little while on this part of the experience. You know, we can talk about what happens after that all day long. And there there’s a lot that comes with, you know. Untangling our beliefs around that. But at the same time, like this is just like, what’s better than this moment right now, right? Like, this is such a cool, like just time to have a conversation. And it’s so nice just to be able to kind of like feel the air conditioning. It’s like, would I rather be paying attention to that or would I rather be like, Oh my gosh, what’s going to happen? Is anybody going to listen to this? Yes. Right, Right. Like, what did I just say? Oh, my God. Like none. That’s all just designed to keep us in the suffering state. And again, it’s a protective mechanism, but the more we can really find that space and create the space between our thoughts because the thoughts aren’t real, they’re not always ours until we, like, really intentionally choose them. Then like it just makes it such a easier experience to go live through.

Sharon Cline: [00:33:56] Right. Because the time is going to pass regardless. And so the quality of your experience can be so directly influenced by your intentions and your choices and how you want to experience them. So how? It’s interesting, too, that you take all of this really it’s higher thinking and apply it to money, which is so low when you think about it. I mean, it’s a tool, right? It’s a tool. But so many I mean, this is what drives so much in this world, right? Yeah. The acquisition of money and power that comes with it.

Jason Sandmann: [00:34:28] Yeah, there’s there’s this could be an entire other conversation around it. There is so much around money that we have either villainized or worshiped and both are wrong. Right? Like, again money is just an energetic means of exchange. It’s really very similar to time. It’s just a resource that we have. And, you know, the fact is, is like we get so caught up in these stories around it and we get so caught up in all of these beliefs that again, are only as true as we make them. But that’s how we run our entire lives, like everything is a story. And so it’s just being able to uncouple from that and be like, okay, do I actually believe this? Or is this just something I’ve heard all the time? Is this something that, you know, maybe I can tap into another energy? Do we have time for a quick story?

Sharon Cline: [00:35:21] I love.

Jason Sandmann: [00:35:22] Stories. Okay. So the money is energy thing is one of those things that I conceptually understood it for a while, but I couldn’t couldn’t see it. So last year I went to a marketing conference and we were in the second day of the conference was George Bryant was the guy’s name. He is phenomenal. I love all of his stuff, but we’re in the conference and he’s doing all this work. But like the second day you can tell that not everybody really knows each other. And he does this exercise to kind of call that out and we all get to know each other. And so, like now, this conference had already been amazing and we were really getting a lot of information and connecting. We just started connecting like supercharging it. And so a big group of us went out for dinner that night and we go to this restaurant and like, there are 20 of us and we go kind of to the back and there’s not really tables for us. And so people start moving the tables around and like my former self is like, Oh my gosh, they’re all going to hate us because they are. We don’t do this in a place. Let them come set it up.

Jason Sandmann: [00:36:20] But, you know, all of that happened and then we just started like sitting down and connecting. There were like 20 of us, and it just got like, better and better. The vibe just kept rising higher and higher. The service wasn’t great, like the service was fine. They didn’t really know what to do with us. They definitely calmed down from us moving everything around. But you know, it wasn’t anything that stood out. Well. One of the guys who was there at the conference was probably the youngest dude in the room. He was this was in Montana. And he snuck off and like paid for our entire meal. And everybody, like, starts finding this out and they start looking to him and they’re like, trying to force their money on him. And he’s like, No. And I’m like, I’m really working on being able to receive. And I was just like, you know, thank you for this gift. I’m going to go ahead and let you receive. Well, once he once it was clear he wasn’t going to take any more of the money, everybody just started throwing money on the table. And I had looked over and I’d seen that, like whatever. I don’t know what he had tipped her on his credit card, but I could see it had already been big because she had already been like, so grateful for it.

Jason Sandmann: [00:37:22] And then we handed her the cash and right there was finally where money is energy. Like we just exchanged money for a feeling, right? Like we just exchange it because we either want to feel better or we want to like. And so the more that we can kind of raise our own vibrational reaction to money, the more that we’re going to attract a lot of that in like the more we attach gratitude to money, even when we don’t have much. Like that’s when it’s most important. Just be so grateful for it coming in and, you know, just be thankful for all the opportunity to provide. It allows us to be fed and as we do that like money then just is attracted to us in a different way. And it’s this really beautiful thing. It’s just as we raise our energy, more people want to be around us and that gives us more opportunity to make money. And I’m just like, Oh, now living that is his own practice. But it’s certainly kind of the the set point that I want to operate from.

Sharon Cline: [00:38:17] I love that. Because what you’re to me I mean, I’ve spoken to different financial planners and people who are helping on the financial side. Like I was saying, with numbers like financially, it’s smart to invest here because traditionally it does this and this is how much you can expect to make. And generally, but you’re talking about a completely different mindset regarding the worthiness that we feel about whether or not we should have money and the like. You said, the villainy people associate with money, which but actually, if you think about it, and I’ve done this where I will be watching movies and almost all of the movies have to do like the bad guys are the ones that want money and the power that comes with the money. So in my mind, I’ve always had like a well, it ruins people’s. I don’t know. It’s corrupt. Corrupt. I don’t It makes people corrupt. Is that right? Is that right? Now I said that. Yes, it is on my radio.

Jason Sandmann: [00:39:13] Yeah. You know, it’s one of those things I just lost what I was going to say. Now. Now we’re really making some good.

Sharon Cline: [00:39:19] I distracted you big time.

Jason Sandmann: [00:39:21] Let me see if it comes back.

Sharon Cline: [00:39:23] We’re talking about how your way of approaching money.

Jason Sandmann: [00:39:28] Okay. Thank you. Yes, I do. I do recall. So one of the things when I first started going into coaching, it was strictly financial coaching. And I found that I don’t really have a lot of interest in like trying to do the min maxing and like trying to kind of figure out you can’t really talk about insurance or stocks, but like you do have to like be able to give some guidance there. And I have some interest in that. But like that’s never where I really got value from talking to people. What did really resonate with me was like, where your money goes is where your values are and how me going to that. That discussion is what helped me completely reframe my relationship with alcohol, like getting my money in check and making myself make a choice all the time and say, I’m either going to take it from here or not. Like forced me to like, look and be like, okay, this is where I say I my values are and my budget. This is where my money is actually going. And is that a choice I want to continue to make? And that’s what led me down to this, like figuring out what my values really are and then the subconscious work, because the money is just, as you said, it’s just a tool. It’s no different than any other tool. It’s going to, you know, it’s at the hand of the user. So what we really need to start managing is the user.

Speaker3: [00:40:41] Mm hmm.

Sharon Cline: [00:40:42] So interesting. Do you feel like you do you feel like the way that you. Um, choose to not allow your ego to rule your world. That you that choice that you’re making, is it a constant battle every day or is it or every choice? Or is it like a muscle that you get better at as the more you do it?

Jason Sandmann: [00:41:06] It’s certainly a battle, right? Like the ego is very crafty. It knows a lot of ways it does not want to be transcended. And that’s certainly when I talk about like the spiritual journey I’m on, that’s what I’m working towards. But as I said, like I, I certainly have times where I fall into future casting or past stuff. It does get much easier and you can, you know, create new identities for yourself that like really do help kind of keep or put it in a different program. So at least whatever your ego is coming with is something that you designed and got.

Sharon Cline: [00:41:42] You So and you’re talking about other tools, other sort of mental tools or grounding techniques that can get you out of the loop, that you can find yourself in. Because I think I battle all day long with what I really want and what my. Well, I mean, I’m either choosing to honor like my spiritual side or my body side. Do you know what I mean? So it’s like always a battle between those two.

Jason Sandmann: [00:42:05] Yes, it is always a battle. And ultimately, what we want to do is bring them into alignment, right? Because they are just the same. The spiritual body and the and the physical body are parts of the same, you know, consciousness that we all have. But yeah, like we are programed to say this is what we need to want. Like I’ve got to find security this way. And so many of us forget like the actual stuff that we want. We don’t chase what our dreams are. We don’t even know what our dreams are anymore. And that carries fear in and of itself for people, right? Like that’s another reason why people kind of avoid the work because they they shame themselves for not even knowing who they are.

Speaker3: [00:42:45] Sheesh.

Sharon Cline: [00:42:47] How much do I do this all day long? A lot. Yeah. All right. Well, I have another question for you. So you had mentioned that there are two important practices that anyone listening could incorporate into their routines. We were this is part of the questions that you had suggested. So what what do you think people could do? Like the average person, the.

Jason Sandmann: [00:43:09] Most important things for me, something I work anybody who works with me, it will be one of the first things that we go over is some sort of gratitude practice. And it is, you know, meditation or some sort of presence practice. It doesn’t have to be the same meditation that like we always picture, right? Like it doesn’t have to be the Buddhist on the mountain. If you feel called to that, great. Because there’s a lot of a lot of benefit to it. But really just creating that space between our thoughts and then starting the rewiring rewiring process to where we always train the brain to look for what it’s going to be grateful for rather than just look for the disaster, just look for the protection thing. Just be like, No, no, wait, what? What? Right now, in any situation can I find and be grateful for? And that’s not toxic positivity. That’s not pretending toxic positivity.

Sharon Cline: [00:43:57] Interesting. I hadn’t heard that term, and I totally get what you mean by it. I’ve never actually put that together. But you’re right. Someone can just it’s all going to be fine to a point of where there’s detriment. Yes.

Jason Sandmann: [00:44:07] Interesting. Yeah, it’s one of those things. It’s pretending that it doesn’t exist, which is really just, you know, it’s numbing where instead it’s just like, no, no, I feel this, but I’m still grateful because it’s a lesson. It shows me something else. It allows me to get closer to the things that matter. Et cetera. Et cetera. And like it’s a in this community, especially when you’re looking at, like, the spiritual, and then you get into the woo woo and the new age. Like, there are a lot of people who kind of just be like, Well, just be positive. And I’m just like, No, no, you’re here to feel all of it. Like part of this experience is where we wouldn’t know joy without the sadness. So they.

Sharon Cline: [00:44:40] Negate each other.

Speaker3: [00:44:41] Right?

Jason Sandmann: [00:44:42] Yeah. So, you know, be grateful for that, but don’t stay in it, right? Like then be able to come out and like, find those those tools and use those tools to get back into that, like more loving state. But be grateful for the hard times because they always have something to teach us about ourselves.

Speaker3: [00:44:59] Wow.

Sharon Cline: [00:45:00] So gratitude.

Jason Sandmann: [00:45:02] Gratitude for sure. And yeah, and meditation. And everyone, everyone ever says, Well, I can’t meditate.

Speaker3: [00:45:08] And everyone.

Sharon Cline: [00:45:09] Ever says this.

Jason Sandmann: [00:45:10] Like, literally, I think everybody I’ve ever spoken to is like, I’m no good at that. And I wasn’t either for a very long time. And, you know, that’s the point of it. Like every time your mind runs away and you bring it back, it’s just a gym rep. Like if we can just go to that. Like that’s the point is like, we don’t until we do the work to rein in that never ending loop, it’s just going to keep on running the show. And so it’s not that you can’t it’s just you haven’t practiced it and you only get better at it by sitting in some silence and just noticing how much your thoughts run and then just bring them back and then just notice how they run again and then bring them back and then over. Time you get to be really present with your environment, You get to look around your room and be like, Oh man, things are really great because you’re actually allowing your higher self to kind of come and observe it rather than just letting that chatter.

Speaker3: [00:46:02] Run the show.

Sharon Cline: [00:46:03] I like that you’re talking about it this way, because what I’m thinking is when I’m motivated to do that is like, imagine it gone. But that’s also a negative thought process behind it, right? That’s a fear. It’s a scarcity.

Speaker3: [00:46:13] A scarcity eventually, yeah.

Jason Sandmann: [00:46:15] There’s a scarcity mindset around that.

Speaker3: [00:46:16] So instead.

Sharon Cline: [00:46:17] Right, So it’s coming from lack, but instead look at it from a place of abundance and gratitude. So I need to reframe that.

Speaker3: [00:46:26] Yeah, thanks. Of course.

Jason Sandmann: [00:46:27] Absolutely. I can do this all day.

Sharon Cline: [00:46:31] Well, Jason, how can people get in touch with you?

Jason Sandmann: [00:46:34] The best way right now is is through Facebook. And that’s just where I do most of my writing. I’m I’m trying to build out some different things. My website that you’ve referenced a couple of times is certainly available. It it reflects my older financial coach kind of stuff. It doesn’t go as much yet into the consciousness work and everything else. I’ll be changing that soon. And then, you know, I’m a pretty open book like anybody who wants to find me, like I’ll I don’t know if I can give out a phone number on the radio. Go ahead. Okay. (770) 366-4058. Shoot me a text If there’s anything that you would like to talk about. I am here to serve for sure.

Sharon Cline: [00:47:13] Jason, thank you so much for coming on the show and being so generous with your spirit and giving me even my own things to think about. It’s not just business, do you know what I mean? It’s like the way that you talk about it. It’s associating business with your spirit, which is we are all people, right? That’s businesses are just like the cover, but we all are interacting with people.

Jason Sandmann: [00:47:34] Yeah, our business is just a reflection of ourselves, right? And business is all about building relationship and so not. And the relationship with ourselves is so important. So this work is foundational, I think, for creating a business that you’re happy and that you can thrive in. And I’m so grateful for the opportunity to come talk with you today. It’s been so fun. This is one of my favorite things to.

Speaker3: [00:47:54] Do, so me too.

Sharon Cline: [00:47:57] Happy Friday.

Speaker3: [00:47:58] Happy Friday for sure.

Sharon Cline: [00:48:00] Well, thank you again, Jason. I really appreciate your time. And also thank you all for listening to Fearless Formula on Business RadioX. And again, this is Sharon Cline reminding you that with knowledge and understanding, we can all have our own fearless formula. Have a great day.

 

Tagged With: Life Coach, Out of the Weeds

Melanie Lambert with Just Write Grants, CPA Glenda Hicks and Major League Baseball Pitcher Reggie McClain

July 5, 2023 by angishields

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Charitable Georgia
Melanie Lambert with Just Write Grants, CPA Glenda Hicks and Major League Baseball Pitcher Reggie McClain
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Just Write Grants helps nonprofits save time, spend less, and raise more with affordable grant writing subscriptions that help you add or keep grant writing as part of your fundraising strategy without chaining you to your desk. We add decades of experience to your team in only a few days. And we know the right funders for your nonprofit and your unique needs.

Melanie-Lambert-bwBefore launching Just Write Grants in September 2017, Melanie Lambert spent over a decade wearing lots of hats at nonprofits of all different sizes, missions, and programs. Some days she was the Executive Director of Development. Other days she was the grant writer. Sometimes she was the social media manager. Nonprofit work is crazy! Worth it, but crazy. ​

When Melanie had the opportunity to start Just Write Grants, she knew she wanted to help nonprofits bridge the gap.

There are millions of dollars in grant funds out there, but if a nonprofit executive needs to be out of the office or planning an event or hosting a golf tournament, it’s hard to find the time to sit at your desk and fill out those applications or draft that content. But, as Melanie says all the time, grant writing is like the lottery.  You can’t win if you don’t play.

Glenda-Hicks-bw

With a mission to provide organizations with “Best Practices for Becoming the Best Nonprofit”SM, Glenda Hicks serves clients through her firm Glenda Y. Hicks, CPA located in metro-Atlanta, Georgia.

Glenda combines her passion for teaching, her designation as a BoardSource-Affiliate, Certified Governance Consultant, her license as a Certified Public Accountant and other credentials and experience to provide coaching, assessment, consulting, and training services to support nonprofit boards of directors and staff.

As a thought partner and facilitator, Glenda engages clients in activities and discussions that help them develop and implement solutions to their challenges by employing best practices to create the future the envision.

Through her extensive consulting and training work with organizations, Glenda recognized consistent pain points encountered by executive directors and board chairs concerning board members’ performance and engagement.

In response, she created an experiential learning board game that simulates serving on the board of directors and managing a nonprofit organization. The game is called 501c Impact! and is used in capacity building services she offers through her company of the same name.

Reggie-McClain-bwReggie McClain is a Major League Baseball Pitcher who played with the Yankees, Phillies, and Mariners.

He played professionally for 7 years and is a true student of the game. He loves to work with kids to help refine their game and create a love for the sport that made him who he is today!

This transcript is machine transcribed by Sonix

TRANSCRIPT

Intro: [00:00:07] Broadcasting live from the Business RadioX Studios in Atlanta. It’s time for Charitable Georgia. Brought to you by B’s Charitable Pursuits and Resources. We put the fun in fund raising. For more information, go to B’s Charitable Pursuits dot com. That’s B’s Charitable Pursuits dot com. Now here’s your host, Brian Pruett.

Brian Pruett: [00:00:45] Good, fabulous Friday. It’s another fabulous Friday. And I’ve got three more fabulous guests. First piece of business, though, I have to wish my mother a very happy birthday. Today is her birthday, so I won’t tell you how young she is because she might get upset, but she’s still working full time. So anyway, as I mentioned, this is Charitable Georgia and we got three more great guests. If you first time listening, Charitable Georgia is about all positive things happening in your community. And our first guest this morning is Miss Melanie Lambert from Just Write Grants. Melanie, thanks for being here this morning.

Melanie Lambert : [00:01:13] Thank you Brian. Thank you for having me so much.

Brian Pruett: [00:01:15] So you and I spent some time talking on the phone. We well, I think all of us in the room have kind of the same passion. But you have a passion for nonprofits like I do, and you’ve made a business on working with them on writing grants. But if you don’t mind, first sharing your story a little bit, and then we’ll talk about what you do.

Melanie Lambert : [00:01:30] Sure. I live in Cartersville, Georgia, and I have spent my entire career in nonprofit fundraising, had the opportunity to work for lots of social service organizations and higher education institutions throughout Metro Atlanta. And then in 2017, I had what at the time felt like the worst professional experience ever, and I got laid off. There were some statewide layoffs and just things, you know, felt like it was just the bottom for me. My husband really encouraged me to take advantage of that opportunity and to take the skills and talents that I had learned throughout my career, helping nonprofits with all the different fundraising revenue streams and to turn that into a business. We had a one year old at home at the time, and so that was very appealing to me to be able to be home with him and to continue to serve nonprofits. So I took the opportunity and started the company in 2017 and really wanted to help nonprofits that were either new to grant writing or didn’t have the capacity to manage grant writing. Because during my career I’d really noticed that grant writing can be a sort of backburner project, right? It can be something that. The the individuals and the fundraising team know that they need to be pursuing grants. They they know that it’s something that can really be a game changing amount of money for a nonprofit, but they might be wearing lots of hats.

Melanie Lambert : [00:02:58] And so it’s easy to let grant writing sort of fall to the wayside because you’re out meeting donors, you’re out going to Chamber of Commerce breakfast, you’re out, you know, interacting with people and grants can sort of chain you to your desk. You’ve got to be there drafting that content, putting together those budgets. And so it can be easy to either just not do it at all or kind of do a rush job for it. So having experienced that in several organizations that I worked for, I wanted to bridge that gap for nonprofits because there’s so much money out there. But it’s kind of like the lottery, right? If you’re not submitting a grant application or you’re not buying a lottery ticket, you’re not going to win. So I wanted to help nonprofits that either didn’t have the time to do it themselves, the resources to hire somebody full time or the expertise on staff to be able to get a portion of all that money that’s out there. And to do that in a way that was really affordable and streamlined. So it didn’t create more work for them. And that’s that’s how just Write grants was born. We’re a little different and to intentionally to serve that need for nonprofits.

Brian Pruett: [00:04:05] So explain a little bit how you do work because it’s an interesting concept the way you’ve made the the business and how the grant writing is. Can you explain how you do it? Sure.

Melanie Lambert : [00:04:14] So a lot of grant writing consultants will charge by the hour or by the project. There’s nothing wrong with that. But in my experience, in some cases, having worked with consultants when I was in working for nonprofits directly, you’d get a quote from the consultant that would be one rate. And then when you got your invoice a month or two later, it could look very different. Just because it’s hard sometimes to anticipate what the time investment is going to be. For some projects, particularly with things like federal grants or state grants that can get really out of control time wise really fast. So I wanted to create a format that helped nonprofits feel confident in investing in a grant writing consultant. So we are set up with annual subscriptions for our nonprofit clients, where we charge a set rate every month. Nonprofits come on board and make a 12 month commitment with us, and they are charged the same amount every month based on how many applications we submit over the course of that 12 month engagement. So what we’ve done is taken all of the deliverables all of the time, investment that goes into submitting that certain amount of grant applications and just prorated it over 12 months so that nonprofits can plan effectively for the cost. For that, they know what their invoice is going to be every month. They know what they can expect from us.

Melanie Lambert : [00:05:35] They have a grant calendar that shows the applications that we’re going to be submitting, the activity that’s going to happen for each one of those and sort of some some estimates of what they may be able to expect as far as a return on investment goes. So that’s been a process that we’ve fine tuned over the last six years of doing this to where we can make some estimates so that nonprofits feel like, yes, you know, I understand the grant writing process. I understand that it’s a time investment as well as resources, investment to build those relationships with those funders. But. That it’s done affordably, it’s done intentionally streamlined, so that I’m not taking them away from what they need to be doing. Otherwise, those things that prevented them from submitting grants in the first place. But they know that the grant writing is happening sort of behind the scenes as much or as little as they want to be involved. But it’s always happening for them and they know that their nonprofit is part of that revenue generating, streamline, you know, revenue stream because we’re there for them and they can go out and truly be a director of development or an executive officer or whatever their role happens to be at the nonprofit without having to say, Well, now I’ve got to spend the next eight hours in the office writing this grant application.

Brian Pruett: [00:06:53] So you said you’re based in Cartersville, but you actually work all over the country, correct?

Melanie Lambert : [00:06:57] Yes. So we serve nonprofits of every budget size, every mission across the country. So us based nonprofits that are 500 and 1C3 registered, we have access to multiple databases to search for grant opportunities for them and can really fine tune that research to really any any nonprofit in the United States.

Brian Pruett: [00:07:18] All right. So if somebody is listening and they have a maybe a startup that’s a nonprofit or they’re a very small where it’s like one, maybe two people and they’re hearing you talk and they’re thinking, man, I can’t afford something monthly. Give them just a little bit of hope that they can talk to you and work with you.

Melanie Lambert : [00:07:34] Yeah, So absolutely. We usually recommend that a nonprofit that’s just in the start up phase gets a year or so under their belt just to be competitive with grant writing that gives you the data that you need to be able to fill out an application. Essentially, that’s the cutting down to the chase, because if you’re really, really new, you just don’t have that content yet. So investing in grant writing when you maybe a year or less than two years old, there may be some opportunities out there for you for what we call capacity building, where the grants are intentionally designed to help you grow. But a lot of times for those really, you know, those those typical grants that can really take your organization from one point to the next, they’re going to want to see that you’ve got some history there with data and stories and engagement with your clients. But there’s certainly some things that you can be doing in those early years while you’re still sort of bootstrapping it yourself. You can certainly explore other revenue streams, events, individual donations, social media donations, things like that that will help boost your sort of what I call credit worthiness with grantmakers where they can see, okay, you’ve had some other money coming in, you’ve managed that well. Oh, you’ve got this donor associated with what you’re doing. So that kind of gives you that credibility. You need to make the funders feel confident in investing in you. So just some groundwork. We’ve got a lot of that stuff on our website to help organizations prepare to be grant ready. But certainly, you know, I’m always happy to talk to new nonprofits to see if there’s things that we could explore as far as capacity building goes or provide those resources to say, hey, if you you here’s a list of things that you can do right now in the beginning of your organization’s history to really make sure that at year two or year three, you are really competitive and you start to see some return on that investment with whether it’s your time invested in submitting grant applications or working with a consultant.

Brian Pruett: [00:09:33] So when you’re working with these nonprofits, I’m assuming there are tons of different kinds of grants out there. How do you go about finding the best grant and can you explain a little bit, maybe a little bit about what the differences are with the grants? Yeah.

Melanie Lambert : [00:09:46] So there’s a few different types of grants. So you have federal grants, which obviously are from the federal government. Those are a beast in most cases. They’re rather large and are going to require that the nonprofit have a lot of history and data that that they’re really competitive. If you think about it, you’re competing with organizations across the country can be a game changing amount of money for your organization if it’s a right fit. Typically, federal grants are looking for organizations that are meeting a very specific need to a very specific population of people and sometimes even in a very specific area of the country. State grants are similar just on a smaller scale in your state. But then we have private and corporate grants which tend to blur the lines a little bit, but they’re usually set up by individuals in memory or in honor of somebody or of a cause that’s near and dear to a family’s heart. And they set up the organizations in order to truly be philanthropic, to meet a need in the community that they’re passionate about. And they may not necessarily be doing the work themselves, but they want to help fund that. They want to bridge the gap for the nonprofits that are doing that work. So we find those organizations through online research.

Melanie Lambert : [00:11:06] There’s several online platforms available for nonprofits to do that research. And it kind of comes over time where you develop. It can at first feel like a different language when you get out there trying to figure it out. And of course every platform is a little different. So you’ve got to learn the nuances. But utilizing keywords that are associated with your mission, oftentimes grants are geographically restricted, so you’d want to make sure that the funder is looking to support organizations where you are or where you serve. We work with some nonprofits that are based in the United States, but they serve internationally. So that gets a little bit of gray area there as well. But there are certainly grants available for that. And then, you know, you may be looking at the population that you serve as well as as a keyword essentially to narrow down those research results. And then it just takes time, you know, to kind of comb through those. And if you’re using a good platform, it’ll help you do that where you’re just reviewing them. You can also look, some of most of the online databases are paid, and that’s something that’s included in all of our subscriptions. But if you are a nonprofit that wants to do some research on your own, you can get some free trials with some of those, but then you can also do some digging.

Melanie Lambert : [00:12:23] It’s a little bit more of a time investment, but you can review funders, IRS form 990. So every foundation in the United States is required to submit a 990 to the IRS, which is basically their financial statement. But they list things like how to submit a grant application, who to send it to. Hopefully, in most cases, they’re also listing those requirements. And then in some cases they may actually list at the end of that form 990 the organizations that they supported that year, a breakdown of how much they gave to each one and what they were intending to support. So that’s really helpful information and that’s all accessible, free from the IRS. And it’s helpful because you can look at that and you can say, Oh, okay, well, you know, this organization is similar to mine. This is the grant amount that they gave them. So I might be able to assume that they would support our organization as well with a grant amount in that same range. So there’s a few ways to go about getting that information. And it’s really about how much time and resources you want to invest in the different options.

Brian Pruett: [00:13:29] So I know a lot of people lately have been asking around for grant writers, but they’re not nonprofits. You don’t work with any others who are not nonprofits, correct?

Melanie Lambert : [00:13:38] It is just not my expertise. There are some grants. There’s there’s kind of this misconception in the world that there are these or at least in the United States, I don’t say the whole world, but there’s this misconception that there’s so much government money out there for individuals and it’s just waiting for the taking. And I don’t really know where that came from. There are some grants available for for profit businesses. I always recommend that people look to a local bank, connect with an SBA representative, a small Business Administration representative in your community, or to a banker at your local bank that might be able to direct you better for loans and grants for small business. As far as individuals, we get contacted, sometimes individuals that are looking for personal needs, and I always try to redirect them to United Way in their community that might be able to connect them with a nonprofit that actually meets that need. But we we exclusively work with 500 and 1C3 registered nonprofit organizations just because that’s where we have access to those those research results and the expertise. And it’s truly philanthropic money at that point. As soon as you get into individuals and small businesses, it changes that contribution from an IRS perspective. And so that gets a little challenging. But that’s my recommendation for individuals that are looking or if you’re looking to get funds for a small business, it’s fewer and further between than people think for those funds, unless again, you’re meeting a very specific needs. For example, you know, there’s funding available for certain agriculture businesses that are starting in certain parts of the country because the government wants to invest in that. But just as far as if you’re you’re starting a shop in your little downtown area, that’s that’s more so. Probably going to be loans and grants.

Brian Pruett: [00:15:26] So are you are your business is not a 501. C three.

Melanie Lambert : [00:15:30] Correct. Correct. No, we are a for profit business.

Brian Pruett: [00:15:32] So people get confused. I’m the same way. I’m a for profit helping non profit. That’s the way we kind of all are. But all right, if somebody is listening to you and thinking, man, I’d like to be a grant writer, can you walk them through that process?

Melanie Lambert : [00:15:44] It is an art and a science, and it is something that has been, you know, that that comes with experience. But absolutely, it’s if you’ve got writing talent and you like that sort of competitive drive to see if something that you can craft with your words is compelling enough to inspire somebody to pull out a checkbook. That’s what drives me. Can I do something with that skill that I have that makes someone like someone’s passion enough about an organization that they’re going to invest? Because I know what that takes for me as Melanie, the individual, to make a donation because there’s so many nonprofits in the world and so I know what that takes for me. So I’m like, Can I inspire that in somebody else? So if that’s something that you are interested in, you know, I always love talking to people that are interested in getting into grant writing and and it allows you that opportunity to work remotely. Everything about grant writing can be done virtually. There’s nothing that requires a grant writer to be in a nonprofit’s office to do. Grant writing fundraising effectively. And that’s where we can streamline things really well and be affordable because you’re not having to invest in that overhead That requires a full time employee. But that’s not what you asked me. So we are actually going to launch here in the next few weeks a grant writing boot camp. So this will be an on demand series of informational sessions that will help a grant writer or an aspiring grant writer learn the nuances of grant writing to understand the language that it can be, to learn how to sort of read between the lines.

Melanie Lambert : [00:17:18] When you’re doing that research, how to craft a really effective and compelling grant application or a narrative, how to craft budgets. Budgets are one of those things that Glenda can can chime in on this. But budgets are one of those things that nonprofits hate and typically do last. And sometimes we’ll do a rush job and it can really be the make or break of a grant application. So we’ll go over how to do that, as well as how to have grant writing be part of your overall fundraising strategy. So it’s designed the grant writing boot camp is designed for aspiring grant writers who would like to do it excuse me remotely or work like I do as a consultant for many nonprofit organizations or who may have been recently charged with grant writing in their full time role at a nonprofit, or maybe doing it volunteer and maybe just want a little bit of expertise and backup. So as part of those on On Demand sessions, we’ll also include a private Facebook group where everyone that’s involved in the boot camp can ask questions, answer questions, get feedback on on content, and just kind of create a camaraderie of folks that are all doing the same thing for the greater good, trying to make the world a better place through nonprofit grant writing, as well as some consulting from me and some grant writers on our team. You’ll have access to that as well to help you kind of get over that hump of feeling like a fish out of water with grant writing, to really feeling confident in knowing where to find grants, how to cultivate those relationships, because that’s a huge step in the process that nonprofits that are individuals at nonprofits that are really busy can overlook that step of reaching out to the organization and building a relationship with them that can, you know, be something when you’re in a hurry, throwing together an application that you just skip that part.

Melanie Lambert : [00:19:06] But it can really be effective in building that relationship so that if you do get that grant, it’s not a one and done, you’re building that relationship so that next year it’s easier. You know, you just call that individual back up and say, Hey, we’re going to apply again. It’s a lot less work cultivating those relationships, drafting that content where you feel really confident in what you’ve done, submitting it, and then knowing what needs to happen on the back end as well. It’s not just to submit and you know, and you’re done. There’s there’s elements to grant writing that happen after that application has been submitted as well. So that’s all going to be part of that grant writing boot camp. I’m excited to, to share it with, with folks that just write grants may not be the solution for you right now as far as working with a consultant, but the grant writing boot camp may be an option to help you do it yourself and feel more confident and be more effective and win grants ultimately.

Brian Pruett: [00:19:56] That’s awesome. Are you ready for that? Let me know so I can help you promote that and get you some some folks for that. So do you have to be any kind of certification to be a grant writer?

Melanie Lambert : [00:20:04] You don’t. There are certifications available, but I don’t have a certification. I’ve just been doing it for a really long time. There’s one there’s not even really a whole lot of qualifying determinants for grant writing. There are some things that I like to caution nonprofits to be aware of in the grant writing world. As far as when you are working with a consultant, I’ll share a little tidbit with you that usually catches people off guard. Actually, I’ll ask you now get your you may know Brian, because you’re so involved in nonprofits, but if you were to guess the success rate for grant writers, a percentage of grants that they submit that are awarded, what would you guess.

Brian Pruett: [00:20:48] 15%.

Melanie Lambert : [00:20:50] You’re you’re pretty close Most people guess in the 80 to 90% range that grant writers get 80 to 90% of the grants that they submit the real average. And there’s no again, there’s no qualifier that’s out there like surveying grant writers. But if you ask grant writers and there’s been some people that have done a little bit of surveying and researching, but nothing official. But if you ask grant writers, it’s typically in the 20% range. So for every ten you submit, you get two. That goes back again to the competitiveness of it. Just write grants. In 2022, we had a 32% success rate, so I’m very proud of that. But there’s there’s a lot of non grant writers, consultant grant writers who will come back and tell you, I’ve got 100% success rate or I’ve got a 90% success rate. I always caution nonprofits that are engaging with them be cautious. 100% success rate might mean that they’ve submitted one grant and they got it. That may not be the experience level that you want. And an 80 to 90% success rate always gives me a little hiccup because I know I’ve been doing this for so long and I know how hard it is and there are so many things outside of the control of the grant writer that influence whether or not you get the award. So that’s one thing that I caution people that will promise you the moon and the stars because they know that you may be in a desperate situation to get funding for your nonprofit.

Melanie Lambert : [00:22:12] Be cautious approaching that as well. Do your homework, get get references. Call other nonprofits that have worked with that individual. Just make sure that what they’re telling you, you know, what they’re telling you is accurate as well as be very cautious moving forward. If you are a new nonprofit, particularly notice that new nonprofits tend to fall into this grant. Writers should never be paid a commission. They should never be paid a percentage of your grant award. It is unethical, according to the Association of Fundraising Professionals, which is kind of our overarching, not kind of it is our overarching kind of body of jurisdiction for fundraising professionals, and it can jeopardize both your award and your 501. C three status. So it’s not ever worth it. You should be paying a grant writer just like any other employee should be paid. And but there are grant writers out there who will say, you know, I’ll get you $1 million and I’ll take 10%. That’s not something that is going to work out well in the long run and can end up costing you a lot more money if you go that route with a grant writer than it would with a grant writer who’s following those ethics and those standards set up by AFP.

Brian Pruett: [00:23:24] So you mentioned just a little bit ago that there are a lot of nonprofits just within the United States. Do you know how many there are in Bartow County? I don’t know if you know this.

Melanie Lambert : [00:23:32] I don’t. Do you?

Brian Pruett: [00:23:33] Yes, I heard this the other day and it blew my mind because you know how big Bartow County is.

Melanie Lambert : [00:23:38] Well, we have 150,000 residents. Right. So how many nonprofits?

Brian Pruett: [00:23:41] Over 800 nonprofits in Bartow County alone. Wow, that’s. That blew me away. Yeah. All right. So I have to ask how to just write Grant’s name come about.

Melanie Lambert : [00:23:50] So we were previously turnkey writing solutions. So when I started the organization in 2017, I wanted to I love to write. I’ve always wanted to be a writer. If you’d asked me when I was six years old, What do you want to be when you grow up? My answer was a writer, and so fundraising kind of gave me the ability to make money doing that. So I, I started out wanting to just write all different types of content for nonprofits, direct mail solicitations, e newsletters, you know, everything you can think of that a nonprofit may need written for them. It was a lot to wrap your arms around. And the turnkey name came from, you know, I want to provide you with this package of content that you can just use, and it’s turnkey and it’s, you know, it’s it’s ready for you. And then I as I said, it was hard to get my arms around that and to promote it. It was hard to explain. I just had a hard time explaining it to you now. So I. Shifted gears and focused exclusively on grants. Because I knew that need. I knew that that would be a significant portion of fundraising that nonprofits would need help for. And, you know, a direct mail solicitation, you can kind of reuse, tweak it from year to year and you can do it on the fly. And, you know, it’s not something that you maybe want to pay a consultant an hourly rate for.

Melanie Lambert : [00:25:05] So. Grant So we shifted exclusively to grant writing, and then I spent the next, oh, maybe four years trying to figure out a new name. And it’s not easy. And I worked with marketing companies to do it. And I, you know, had a focus group trying to come up with a name and nothing stuck. And I promise you one day I just woke up and thought, just write grants with write w-r-i-t-e. And I was like, That’s it. Took me four years for my brain to come up with it. But I’ve gotten a lot of positive feedback out of it. I really wanted to make sure that the name portrayed what we what we do, and that’s what we do. We just write grants. Let’s, let’s, let’s do this. Let’s get them out there. Let’s build relationships with organizations so that you can, you know, effectively manage your nonprofit, serve your clients. And I know it sounds cheesy, but it’s all over my website, Change the World. I really, truly believe that the change that we want to see in the world can be instigated by non profit organizations and what they do. And if my company and my skills and talents and the skills and talents of the grant writers that I work with can help be a part of that. That’s, you know, the dream come true for me.

Brian Pruett: [00:26:17] We’ll talk to you in a second. But Glenda, as I’m sure the exact same way and that’s why I started my business. Right. And the reason I started this show. Um, so I wanted to ask you and I’ll ask you the same thing too, when I get to you, Glenda But I was asked just the other day by a business attorney if I registered for the Georgia charitable solicitation law. Do you know anything about that?

Melanie Lambert : [00:26:38] Yes. From having worked for organizations. Well, I think I’m thinking of the right thing where you have to register as an organization that. So the business is. Yes. Yes.

Brian Pruett: [00:26:47] So, I mean, I was thinking my idea because I do you guys know I do a monthly. Well, you may not know, but I do a monthly trivia show rotating the charities in Bartow County. And I’m helping some other nonprofits throw events, but they’re paying me. So after looking at the wording, it seemed like I’d be that guy that’s calling you. This is the Atlanta Police Fund. That sounds what that law is. So I was just kind of curious if you knew anything about that. So, all right. So if somebody is listening to you and wants to talk to you about your services, learn more about your boot camp, whatever, how can they get Ahold of you?

Melanie Lambert : [00:27:17] So the first place to go is just right. Grants.com. And again, the right is w-r-i-t-e. Excuse me. So just write grants.com or you can email me at any time. My name is Melanie. Melanie at just write grants.com or if it’s easier to remember info at just write grants.com or if you prefer phone it’s 18667 grants.

Brian Pruett: [00:27:39] Awesome. One last question. Well actually not because you’re going to be but if somebody listening also wants to think about starting a nonprofit, give them some advice.

Melanie Lambert : [00:27:48] So if you’d like to start a nonprofit, I would connect with me because I have another resource who’s an expert in that. Starting nonprofits is not my expertise, but I do have a resource that it is his expertise, so I’m always happy to pass that along. One more thing as far as connecting as well, we are we are on all the social media platforms. Just started a new series called Coffee with a consultant. We’re once a month. I do a live stream on Facebook and it also goes to YouTube as well, where I’m just discussing just a little short, maybe 10 to 12 minutes about a certain aspect of grant writing live. So I’ll take questions and eventually I’d like to just be there live and people ask me questions. We’re still getting some some traction on those, but we’ve got another one coming up July 11th. And it’s, you know, no pressure. You just tune in and watch. And if you’ve got a question, you ask it. If not, you might learn a little tidbit about how to how to write grants effectively.

Brian Pruett: [00:28:42] Awesome. Well, Melanie, thank you for coming and sharing. Like I said, don’t go anywhere. We’re not done technically. So we are now moving over to Glenda Hicks. Now, Stone, I said last week that we we were getting people from around the state, right? I have people from Gwinnett County, Gordon County, Bartow County, Cobb Cherokee. We’ve made it to Rockdale County now. So thanks for driving from Conyers this morning, Glenda.

Glenda Hicks: [00:29:02] Absolutely. It’s my pleasure to be here. Thank you for having me.

Brian Pruett: [00:29:05] Glenda and I is actually known each other for, I guess, over a decade. Yes, you were in Kennesaw, but then you decided to go out that way. Yes. But you two have a heart for nonprofits and numbers because you’re a CPA and help nonprofits with the numbers. And you train nonprofits, you help them do with boards. So please share a little bit about your background and why you’re so passionate of what you’re doing.

Glenda Hicks: [00:29:28] Absolutely. Thank you so much, Brian. So, yes, I was in Cobb County for about 17 years and during the pandemic in 2020, we moved a little further east. But it’s always nice to come back over here and have an opportunity to meet folks in person and talk about my passion, which is building capacity for nonprofits. So you mentioned that I am a CPA and I started with Public Accounting Coopers and Lybrand many years ago on the audit side of things. And in that capacity it gave me an opportunity to work with both for profit and nonprofit organizations. But being on the audit side, I also got to see infrastructure and policy and procedure as opposed to the tax side. And so I really believe that was the foundation for my my company today. And when I left Coopers, I felt like I had to do more. I needed to give more. And there was something tugging me. And I went to a client, which was a nonprofit University of Miami, and worked there for a while, but still something after several years was tugging. You need to give more, you need to do more. And I went to a local not for profit HIV Aids organization and was in more still in the accounting function, but making an even greater impact through that organization. And then we were expecting our first child. So I said, I’ll stay home the first year and that lasted one year.

Glenda Hicks: [00:30:51] And I said, I’ve got to get back to work. My brain. I can’t. I have to think more deeply about some things. But I realized I think I can do this on my own. And that’s when I started my practice, which was in 1999, and I didn’t intentionally go into the nonprofit space. I just was hanging out my shingle. Glenda with CPA. But every referral I received was from a nonprofit organization, and eventually I thought, okay, God, I hear you. This is this is my my divine calling. And then I began to intentionally serve and seek out nonprofit organizations. And of course, being an accountant, I helped them in their fiscal operations. But doing that again, I got to see everything. We have a little bit of a selfish mantra in that. We feel the finance department is the hub of the organization and it’s really about the service you’re giving to the community. But at some point, everything’s coming through finance in some way. You’re hiring folks, you’re paying vendors, you’re writing grants and having to do the accountability back to them. And so it gave us a perspective and an opportunity to see the whole organization. And in providing those services, I began getting requests to do other things from from organizations. And eventually I wanted to have a greater impact with their capacity. And from my observations, it was emanating from the board. The board of directors was setting the tone and if they didn’t understand what they were supposed to do, then it trickled down to the entire organization.

Glenda Hicks: [00:32:25] So I then began offering training and workshops to help boards understand what their roles and responsibilities are and how to best execute those. And things just evolved for me. I was talking to someone recently and he was saying, you know, he never says no to an opportunity. And I’ve always had that same mindset that I’ll listen and I’ll explore, and from that I continue to grow myself so that I can continue to serve the organization so that it can make an impact in the community. And in doing that, I said, Well, let me get more governance acumen because people know me as a CPA, but they don’t know that I do these other things. And that’s when I sought out certification in nonprofit board governance, which I received through Boardsource. And it gave me more tools and resources to bring to nonprofit organizations and help them in that capacity. And I continue to do that in various ways with consulting, assessment, coaching and training are my four main areas of providing services to nonprofits so we can assess how they’re performing and come up with ideas and plans to make improvements there, train them on how to do that. Still having my toe in the accounting side in terms of policy procedure and infrastructure, but none of the number crunching stuff anymore. Well.

Brian Pruett: [00:33:46] I can see a powerful tag team right here.

Glenda Hicks: [00:33:48] Indeed, Indeed. Indeed.

Brian Pruett: [00:33:50] I connected you.

Glenda Hicks: [00:33:50] Yes, I was excited when you connected me to Melanie because I do receive calls often around grant writing. And the thing is, you know, when you have various skills, you do have to focus. Like you were saying, you can you may be able to do a lot of things, but you want to do where you’re you want to perform in your area of sweet spot. And so, you know, folks will ask me to write grants. Yes, I can, but that’s not where my focus is. Let me connect you with someone who does that. Similar to Melanie. No, I don’t start nonprofits. But, you know, let me connect you to someone who does that, and then I can kind of stay in my lane, so to speak.

Brian Pruett: [00:34:26] So you talked about help training the boards. Walk me through that and how does that look?

Glenda Hicks: [00:34:31] Absolutely. So a lot of times organizations come to me, usually the executive director slash CEO, because of pain points, their board members are not following through. They don’t maybe show up to meetings regularly. They’re not engaged in the meeting when it’s taking place. They don’t follow through on what they signed up to do or they’re not volunteering to serve on a committee or to chair a committee. And all of that means it falls back on the executive to fill in the gap, and they become overwhelmed. And they’re already wearing a lot of hats and they’re already managing a lot of things. And so to have to fill in the gap for the board is one more responsibility. That can be frustrating, quite honestly. And it’s really the board’s responsibility to do that for themselves. And the chair of the board is that senior person who’s to steward that whole process and really ensure that everyone’s doing what they need to do and getting the training they need. So it’s either the board chair or the executive director who may reach out to me and ask, Can you come in and train us on what we signed up for? Because it’s very prestigious to serve on a board and it’s a way for people to give back. It’s a way for them to share their time, talent and treasure. But if you don’t properly inform them of what their legal responsibilities are and then equip them with how to execute that effectively, then you’re really setting your agency up for failure.

Glenda Hicks: [00:35:59] And they go through this continuous cycle of board members turning over or staying in the seat and not performing. One of the things we like to say is you have to get the right people on the bus and the right seats before you know where to go. And so there’s really this ongoing process where you need to assess continuously whether each board member individually understands what they’re doing, is equipped to do it accurately and effectively and still enjoys doing it, or that it’s an appropriate time still for them to do it and help them to communicate, to say things have changed for me. And this is no longer a fit because of dynamics at my job or in my household or physically. We’re moving and you want to encourage them to be able to step forward and speak and say that rather than just stop showing up or sitting quietly at the meeting. So I’ll come in and conduct training in various ways, either, you know, half day, a couple of hours, one hour or whatever it looks like in person, virtually, whatever that looks like. Deep dive into the ten universally accepted responsibilities of board members and what that looks like and really take it from where they are, meet them where they are and work with them to get to where they want to be.

Brian Pruett: [00:37:17] So two questions on the board, because this I have a reason for asking this two different nonprofits I’m thinking of. But would you recommend I think I know the answer to this, but would you recommend the person when they’re putting together a board asking people that are their close friends? And then the second part of the question is, if you have a board that people are just sitting there doing nothing, how do you handle that?

Glenda Hicks: [00:37:40] Great questions. Thank you. So the first one is that’s what we see most often, is when you start a nonprofit, you need, you know, for the IRS tax exemption, three folks on the board. And so they tend people tend to ask their friends and family to be those people so that they can get their exemption. And it makes sense. They’re the ones who see your vision and they love and support you and they want to help you through that endeavor, and that’s fantastic. The problem is when they are not necessarily informed or equipped to do what you need them to truly do. And when you’re a founding board member, it’s an even greater responsibility because you’re the first ones through the gate. So you need to lay the foundation for the future and you need to put in a lot of processes and policies and procedures, and you’re probably more hands on in the day to day than you are later in the life cycle of the nonprofit where you’re in a true governance mode. So I won’t say no, don’t put those people on because that’s who you’re able to find. However, accept the responsibility to know that now that I’ve put them on, I need to make sure they understand what they’re getting involved in, what I need them to do and how to do it, and let them know, excuse me, how long they’ll be serving.

Glenda Hicks: [00:39:00] So we encourage boards to have term limits for a variety of reasons, which includes giving folks a break so they’re not on there for a lifetime, but also so that you can bring in new ideas, new energy, new connections by rotating those folks every 3 to 5 years, 3 to 6 years if you allow them to serve two consecutive terms. So that’s the first one, be more intentional and thoughtful in that process, because what I find is I do come in and help with a lot of organizations, and right now I am doing that in terms of them helping them transition from that founding board to the next board and what that looks like. So that leads into the next question about moving people off the bus. Right? And it’s about your bylaws. You know, one of the responsibilities of a board member is duty of obedience. And that means following your laws, whether they’re federal, state, local, but also your internal laws, which would be your bylaws. When you’re when you organize your nonprofit, you should define various things in those bylaws.

Glenda Hicks: [00:40:03] And one of them is how do we handle absenteeism or what is the frequency that will meet? How many meetings do you need to attend? And if you’re not, how do we remove you? So most of the time they’ll read generically. We can remove you for any reason, with or without cause. But the thing is, organizations don’t exercise that because they want to maintain a relationship with that person. They don’t want to ruffle any feathers, they don’t like conflict. And all of those are valid. But there’s ways to handle that. It’s about, you know, sometimes I say, and I did not originate this, but in fact, I think it was from Joyce Meyer, You know, when you grow up, you become an adult, but you don’t necessarily mature. So we’re hopeful that these adults who are serving on these boards are mature enough to have these adult conversations directly, respectfully and timely around their behavior. And if their behavior is indicating that they’re not serving effectively. Let’s talk about that. Let’s not ignore the elephant in the room. So sometimes I’m brought in to help facilitate those conversations, to help them communicate and regain that respect for one another so that they can do the business of the nonprofit.

Brian Pruett: [00:41:26] If it comes to that point. And they need to ask somebody to leave the bus. So that’s the best way to do that.

Glenda Hicks: [00:41:32] The chair of the board ultimately has the responsibility. We. Encourage organizations to have a governance committee, which is a committee that stewards the board’s performance. They would be tasked with ensuring board members are performing individually and holistically as a full board. That training is happening, that they’re recruiting new board members and throughout the year and also having those kinds of conversations. So if you have a governance committee, then the chair could be the one that approaches that individual and has the conversation. If you don’t, then it’s definitely the board chair or it may be the two of them in tandem speaking to this individual and saying, you know, let’s have an open conversation. And part of that is predicated on having accountability measures. So we encourage folks to have an attendance roster where you’re tracking how many meetings you’ve had for the year when those meetings occurred, who was in attendance, which is going to be in your minutes? And then looking at the trend in the pattern and likely you’ll have a number of excused absences that are allowed in your bylaws and so you want to be mindful of how that’s occurring for each person. And so you’ll see it coming. It’s the point. And once you see it developing, then you start having that conversation. So that’s about leadership. That’s about maturity, that’s about what you do in your day job at the office.

Glenda Hicks: [00:42:54] And that’s why we brought you to this board to contribute that talent and that treasure that you have in your day job. A lot of individuals, they look at nonprofits as an extracurricular activity, sometimes in terms of their commitment. And so they will think that I can easily miss that meeting and go to something else because I didn’t prioritize it as a real thing, because I don’t think of the fact that I’m a legal fiduciary of this organization and I’m in a position to set the direction for the organization. And then the executive director, along with his or her staff, executes that and fulfills it. So understanding that and being more intentional on the front end and really explaining to folks what they’re about to embark on and understanding that every organization is different. So oftentimes we’ll say, if you’ve served on one nonprofit board, then you’ve served on one nonprofit board because they’re of different sizes. They have paid staff or non paid staff. They’re new, they’ve been around 20 years. And all of these things are present no matter how long they’ve been around. So I’ve worked with organizations that are newer in their infancy and those that have been around for years, and they all have the same issues that bubble up.

Brian Pruett: [00:44:11] So explain the difference between a board and a committee.

Glenda Hicks: [00:44:14] Well, the board is the legal governing entity, but the board gets its work done through committees, so you should have the necessary committees in order to affect change, which doesn’t mean that you have ten and it doesn’t mean that you keep those ten. It means that your bylaws speak to the minimum. You should have an executive committee. You should have a governance committee, you should have a finance committee. Those are probably your three core committees. Everything else can be ad hoc, if you will, and created by a charter that defines why you’re going to create this committee. What’s its purpose and when will it finish? When will it disband? And so it could be something that is ongoing or it could be something that is short term. But and there’s some organizations that I have not encountered them personally, but I know they exist where every year they reassess what committees do we need. And that way you don’t find yourself trying to stretch people too thin by having all these committees that don’t really do anything. And it’s in these committees where they’re having the substantive conversations and they’re doing the research and they’re getting the information that’s necessary to bring back to the board for them to then have a motion that they then discuss. So the board takes actions, the board moves them, makes a motion, you know, seconds, it has discussion and then votes it up or down or asks for more information. But the committees are doing all the work. But ideally.

Brian Pruett: [00:45:52] Right. But not everybody on the committee is sitting on the board is usually just the chair of that committee. Correct.

Glenda Hicks: [00:45:56] That varies as well. Some organizations will allow the will require a board member to be the chair and at least maybe one other board member on that committee. But some will allow community members to serve on that committee as well. And that’s so one. One reason is it allows you to have more folks involved if you have a small board, because if you’re a board of, say, 5 or 7 folks, you may not feel like you have enough people to staff a committee. But if your bylaws are written in a way that non board members can serve on your committee, it’s a way to get that additional expertise. It’s also a way to vet potential future board members. So you start to date and see if there’s. Is a good relationship. And then they can also find out if they like this culture and determine if they may want to serve on the board and have a legal liability in the future. So it depends on how your bylaws are written.

Brian Pruett: [00:46:50] So when you talk about the training you talked about, you do with the board and you help talk about through their finances a little bit, is there any more training that you offer nonprofits?

Glenda Hicks: [00:46:59] Absolutely. So it varies depending on the calendar. The the one I provide the most is board governance roles and responsibilities training. And then I will do finance workshops as well. I’ve done financial boot camps to help them understand nonprofit finances, which is another big area that tends to be a second pain point is not understanding how to read the numbers, not how not understanding how to identify trends and interpret the numbers and use it to make decisions. Because that’s what you’re trying to do is make decisions for the organization’s future. And with the Finance Committee, they’re getting into the nitty gritty and they’re working closely with the executive or the chief financial officer, whomever that might be in your organization, making sure the numbers are accurate. But then they’re bringing ideally summarized information to the board that’s critical for them to make decisions. And that’s, you know, either you love numbers or you hate them. I, of course love them. And so I break that down into a way for them to understand how to use that information in layman’s terms, if you will, which is another area. I actually thought I was going to be a teacher when I was growing up because my mom is a retired school teacher and I knew I wasn’t going into the Air Force at the time. I didn’t think I was fit enough, which had been following in my father’s footsteps.

Glenda Hicks: [00:48:23] But that teaching passion has been there since I was in the third grade, and I used to simulate teaching to empty desks in my mother’s classroom. And I think that’s really why training has become so natural for me and that I love it so much. Because if whatever I know and learn it does no good If I haven’t shared it with someone else and sharing it with others helps them to then make the community ultimately better for itself. So the training is a big component and I create training based on needs that I see. So there’s training on actually recruiting board members as well. I have a training where nonprofits come in and they learn the proper way for recruiting, identifying training, orienting, onboarding folks to serve on their board and treating it as a year round process. And then there’s training for individuals who want to serve on boards or who are currently serving, but maybe never received that type of orientation and need to shore up their skills. So it varies. And then depending on the organization, I may do specific workshops on succession planning. As far as the succession of the board in terms of officership or succession of the Ed, which is a board responsibility to hire, supervise and evaluate the executive director. So lots of different topic areas.

Brian Pruett: [00:49:53] So I’m assuming you kind of like you’re like Melanie, you can do virtual, you can do work cross country.

Glenda Hicks: [00:49:58] Absolutely. As far north as North Dakota, so far south is Florida and Texas, far west is California and East Carolina. All over the country. Yes, through Zoom. Zoom was a platform I had just discovered a year before the pandemic, and it has served me well. And then, of course, you know, being in person, there’s always a different experience and a greater experience, a richer experience, if you will, when you have the opportunity to to be in person. Yeah. So it’s really just being mindful of what the organization needs and listening to what their pain points are and then being responsive to that. And I will add, as a consequence of that, I created a board game which I think I shared with you, and I put that under a separate company. We were talking about names earlier, and I can definitely relate to Melanie because it took me forever to come up with the name of the other company, which is 501 C impact. And it was kind of, you know, no brainer with Glenda with CPA. But 501. C impact was to let folks know that this experiential learning platform allows you to use it with any 501. C I typically work with C threes, but there’s a litany of other C’s which represent like chambers of commerce and other entities out there in the environmental organizations and the like. But it’s, you know, there’s lots of nonprofit consultants out there doing the same work and we’re carrying the same message. But for some reason, these problems persist. And for. Me it was a question of maybe it’s because we’re telling them all the time, we’re lecturing at them and we’re not allowing them to experience the consequence of their inaction or action. And so this board game was my solution that I developed and then put under another company and then expanded the services that I can offer to nonprofits through that company as well.

Brian Pruett: [00:52:00] So want to share about how board game works.

Glenda Hicks: [00:52:04] Absolutely. So first of all, it was because I loved playing board games as a kid and but I always lost. And when I trialed this game with my family, I lost again. And I thought, how is that possible? I created the game. But anyway, where there are four teams, each representing a nonprofit organization, and they go around the board and they’re making decisions on behalf of that organization. So they simulate serving as a board, but also as the Ed because it’s a combination. And it actually morphed into this a combination of managing a nonprofit but also stewarding it as a board member. And through that combination, they have to hire the executive director. They have different life cycle events that happen to a nonprofit that they have to respond to and react to. They engage in strategic planning, which is another big service that I offer to organizations, is facilitating strategic planning. And so they have to do that throughout the game making decisions, and it allows them to network with each other because one of the things that I encountered is just board members not really knowing each other. And when you don’t know someone and you don’t care about them personally, then you’re not necessarily going to follow through because you don’t care that you didn’t.

Glenda Hicks: [00:53:23] You don’t really connect with them. And so a lot of what I do is in a way that board members begin to connect with each other in a social setting, and this game affords that opportunity as well. We simulate and assessment so they understand the benefit of evaluating their own performance. A lot of times what I find is board members become frustrated with the ID and they may demonstrate that in their evaluation. But the question is when did you last evaluate yourself as a board? So we recommend as a best practice that you evaluate the board every 2 to 3 years to see how they are performing and fulfilling their responsibilities. So all these different aspects are incorporated into this game. It takes about a half a day. You know, it’s kind of like Monopoly. Yes, yes. It’s a long endeavor and there’s a lot of teaching involved, but it’s all interactive, experiential, engaging conversation that allows them to even address issues that they maybe haven’t addressed in a board meeting because it’s coming out within the game and we’ll pause and we’ll address that.

Brian Pruett: [00:54:28] So is that a game that somebody can purchase or is that you come in with the game and do that? Or how does that work?

Glenda Hicks: [00:54:33] A couple of different ways. Initially, the idea was to sell it to consultants and have them add it as an additional tool to their toolbox. And then Covid hit and I had to retool and I came up with an online version and I began facilitating the game myself through the online version. And then I also offer it to other capacity building entities where they have consultants of their own and they go through a two day certification program. They receive the game to use in their institution, such as another nonprofit, and their consultants then can run the game within the context of their curriculum as they train nonprofit organizations. So right now I haven’t brought the game back to the market individually. It’s either as a part of that certification program that a university or another capacity builder would use, or I use it within my work that I do with organizations and individuals, but I may have to roll it back out as an individual board game, but it’s not going to be in a big box store. It’s a little more expensive than that.

Brian Pruett: [00:55:42] Well, it’s not the same price.

Glenda Hicks: [00:55:43] Line as Monopoly, right?

Brian Pruett: [00:55:45] Right. No, it’d be worth it, though, for the for the folks, I’m sure. So if somebody is listening and I’m going to ask you the same thing as Melanie, thinking about doing a nonprofit, give them some advice before they start one or as they’re starting to start one.

Glenda Hicks: [00:55:58] Yes. Thank you for that question. Nonprofits are vital to the community. They fill in the gap for so many people, for so many things. And when someone sees that something is lacking, they have this spark of I want to start a nonprofit. And the first thing that we like to say as consultants is look around and see who is doing that already. Because there are. You talk about how many are in Bartow. Nationally, there’s over 1.5 million nonprofits, and they’re growing daily because you have an idea. You start a nonprofit and you can’t take that away because we have an idea and we start a for profit, right? And we’re all in competition, you know, And you go to a corner and there’s a Burger King, a McDonald’s, a Wendy’s, and, you know, they’re all there. But the difference is it’s much harder to garner the funds. And so as Melanie was saying, that’s a lot of work to fundraise and to write grant applications and to go after corporate sponsors and to develop relationships with donors so they’ll give and create an infrastructure internally where you’re running it. And we hate to say this in the nonprofit space, but it is so true where you’re running it like a business because you first are a corporation within your state. You have to apply to be a corporation. Then you go to the IRS and apply to be tax exempt. So you have to have that infrastructure in place. And it’s it’s a lot to to create and build and you’re funding it. What I find is the founders fund them themselves with their own bank account. And you start thinking, oh my gosh, I can’t keep putting all my money into this nonprofit.

Glenda Hicks: [00:57:39] I need some funding. So we say, if you want to start a nonprofit first, look around and see who’s doing it and see if there is an alignment that you can bring your idea to that agency. And this might be something they were looking to do as an expansion of their service or as a new program. And you may be able to become the employee if that’s what you want to do or the director or the consultant or whatever that looks like. The other thing is, on the flip side, it may be that what you’re trying to start exists, but it’s not convenient to your community. So in order for your community to access those services, they may have to drive an hour, hour and a half, two hours. And so it makes sense for you to start your nonprofit because there’s no one else in close proximity to serve the folks you’re reaching. So there’s different reasons. And the the issue is explore and do your research. The Georgia Center for Nonprofits, the pro bono partnership of Atlanta candidate org. All three have pieces on their website that are great reads for folks who think they want to start a nonprofit. And it asks a lot of questions about your of you that allow you to be introspective and see is this really what I’m ready to embark upon? Is this really what the community needs? And is it something that’s not out there right now that I’ve just got to bring it to fruition? And those things can help you determine if you really should should launch.

Brian Pruett: [00:59:08] That’s a good point because again, like a lot of people, you said, I want to do this and then they just go out and do it. And a lot of times they fail. One thing for both of you to think about is that one thing that I’m considering and I’ve kind of offered this, but not in a full way, is fundraising consulting, because I’m finding out people that I’m talking to don’t even know how to get sponsors. So I’m I may talk to you guys about doing some kind of workshop, you know, bring you guys in to do that and we can talk about that. So if somebody wants to get a hold of you for your services or learn about the game or whatever, how can they do that?

Glenda Hicks: [00:59:41] A couple of different ways. The the consulting practice is G Hicks, cpa.com. The game company is 501. C impact 501. C Impact.com. Phone numbers. What are my number? 67887210036788721003. Or (770) 865-0979. So two websites two phone numbers should be able to find me there or LinkedIn. Yeah.

Brian Pruett: [01:00:16] So awesome. So thanks again for coming and sharing. And again don’t go anywhere because we’re not really done. But I’m like a kid in the candy store for my next guest. Every time I meet one of these gentlemen that played professional sports, I am a kid in a candy store. And then when I get their number and they call me about stuff, I’m like, Oh, man, check it. And hey, man, what’s up? Reggie McClain, thanks for being here this morning.

Reggie McClain: [01:00:37] No problem. Thanks for having me.

Brian Pruett: [01:00:38] Reggie, if you don’t know, played Major League Baseball for a couple of years and he’s now passionate about helping youth. So you’re from the Johns Creek area, correct?

Reggie McClain: [01:00:47] Correct.

Brian Pruett: [01:00:48] So share a little bit about your story. Share a little about your your baseball story, and then we’ll talk about what you’re doing.

Reggie McClain: [01:00:53] Gotcha. Yeah, We born here, born in Kansas City, moved down here when I was one years old, Johns Creek area. Been there ever since. So. Long time native here. About my baseball career, I got to play seven years professional with the Yankees, Phillies and Mariners organization. Just getting to be around, you know, in that atmosphere. You see, you know, how the clubhouse looks where a lot of these guys come from, you know, especially from the ones from Latin America. They you know, it’s a different it’s a different ball game for them. It’s it’s coming into a different country and playing a different in a sport with the circumstances that they had to kind of endure. The that’s not the reason I got passionate about getting these sports but just opening my eyes and seeing, you know, people that, you know, come from different experiences because I didn’t have that in Johns Creek. You know, I had bats waiting for me when I was going to, you know, parents never had to worry about equipment or anything. So that’s the, you know, the passionate side got to finish up, you know, playing an and now dipping my hand into the nonprofit space. And I wish I would have listened to you guys before I started my nonprofit because I was sitting here just learning from you guys, just talking about the nonprofits.

Reggie McClain: [01:02:14] But no, we I was I recently worked for a nonprofit. We we definitely hit some struggling points where we I wish we would have known some of the things that you guys have been saying. So it’s awesome to be able to listen and learn from you guys in that retrospect. But no, I’m passionate about getting these kids, you know, shape or shaping their lives in the sporting field. Definitely been something that’s never I’ve never took for granted where I was at, especially on the baseball field. And having a kid who, you know, necessarily doesn’t have the resources or have the accessibility to play expensive sport like baseball, travel ball equipment, getting here to there, that’s what really fueled me because, you know, I don’t want the sport that provided me so much in my life to be, you know, limited for somebody else around the, you know, around the globe. So we will be back in a very specific capacity, but I definitely probably will get in contact with you, too, after right after this show. And we will definitely, definitely be starting something back up again.

Brian Pruett: [01:03:19] So we’ll talk about the organization that you’re going to be with here in just a minute. But I got a few questions for you because I guess, first of all, when people talk about, you know, playing professional sports of any kind, right, it’s just not handed to you. You got to work for it. And kind of like you were just talking about at Johns Creek, though, you had things waiting for you, but you quickly learned after getting through college and then getting the major leagues, you were on the road a lot. You had to work your way up. Tell us just walk us through that process.

Reggie McClain: [01:03:46] A lot of you know, at that point, it’s the lifestyle. A lot of people, when you’re outside of it looking in, it looks a lot different. But when you’re in it, I mean, you’re you’re pretty much with that’s your family on the road, your team. You’re doing everything together. You know, just the long bus rides here to there. I mean, every night, 140 games a season, every night you’re in the stadium. So that really becomes your little your little safe haven. You got to love to be around the guys you’re around because that becomes your family at that point. But now just in the same breath, just meet some incredible people. You know, the stuff I remember about my baseball career is mostly off the field. The people I met, the conversations I had with people, you know, nobody was nobody’s going to be bad on you because you had a good game, especially in your teammates. Like those are your guys that you know you always can rely on. So no, just the whole minor league experience. It’s competitive. People don’t realize the there’s a lot of talent in baseball around the world and you know just even. Being blessed. I even got the opportunity to play Major League Baseball. It’s something I aspired when I was a kid and to be able to say that I lived out that dream is incredible because not a lot of, you know, I understand a lot. Not a lot of people get there.

Brian Pruett: [01:05:05] Talk about, though, there are many levels of minor leagues. Can you talk about what what that looks like?

Reggie McClain: [01:05:10] Yeah, Well, there’s about seven different every every major league team has about seven different farm teams. I think they might have cut them down to five after Covid, I’m not sure. But I know that there’s about five, six, seven teams under each professional team.

Brian Pruett: [01:05:27] So that’s each a different level, right?

Reggie McClain: [01:05:29] It’s a different level. Triple A double, a high low, a short season rookie ball. It goes down the whole list, different levels. That’s every different tier. You graduate from one that’s like graduating from elementary school to middle school. It’s like the same process. You get to go to the next level. You made it, right.

Brian Pruett: [01:05:46] So. And you’re a pitcher, correct?

Reggie McClain: [01:05:48] Yes, I am.

Brian Pruett: [01:05:49] Is there any kind of different conditioning that a pitcher would go through versus a position player?

Reggie McClain: [01:05:54] Yeah, I’d say that I ran a lot more than position players tend to do, but they got to play the field. So that’s, you know, they get to reap the benefit of that. But now the conditioning was I definitely always ran. I always made sure I was in good cardio shape. That definitely works better on the mound when you’re in that shape.

Brian Pruett: [01:06:16] So you’ve heard of the Savannah Bananas? Oh, yeah, right. I call them now. They’re Harlem Globetrotters of baseball. I’m curious, have you been to a game yet?

Reggie McClain: [01:06:25] I have not. I have a buddy who played against them, though. Really? Yes. Dwight Smith Jr. I think he’s in Columbus right now. He played against their team and he said it is impossible to focus when you play the Savannah bananas. He’s like, I don’t know how I’m going to get a hit. This is too much. Well, just.

Brian Pruett: [01:06:42] Seeing some of their videos, I mean, just out of nowhere, the umpire will start dancing, right? It’s crazy. And then a guy walks out on stilts to bat. I mean, it’s insane. I’d like to go to a game, but I understand it’s almost like Augusta. You have to be on a waiting list to get tickets.

Reggie McClain: [01:06:54] Yeah, they’re getting they’re popular and they’re making baseball like, a really exciting product to watch, especially going to those games. Right.

Brian Pruett: [01:07:01] So I have to ask, in your time in the major leagues, first of all, who was the batter you hated to face the most and who was the one you wanted to face the most?

Reggie McClain: [01:07:12] Oh, man. The batter that I hated facing the most, I would have to say, was. I’ll have to say it was Altuve. Only because the strike zone is so small. But he can hit anything around the plate. So it’s like he works it to his advantage. He’s he’s he’s he’s hard to get out. I’ll say that. Very hard out. The guy who I would have liked to pitched against probably probably Shohei he’s I mean he’s the best player on the planet right now. Yeah I wish I had one one matchup with him. See what happens. See if I can tell my grandkids something cool. I struck out the best best player ever in baseball. There you go.

Brian Pruett: [01:07:55] So your starter reliever, reliever, reliever is there. So somebody who may not be a baseball aficionado. I said a word. Big word, Stone. Uh, just tell a difference between a starter and reliever. Obviously, it’s in the name, but.

Reggie McClain: [01:08:11] Okay, so I mean, a starters starter just starts your game out. I mean, he pitches once every five days. He knows when he’s going to pitch. That’s his day when he pitches a starter. It’s like, okay, we got him the day that stays constant. Relievers, we are kind of, you know, we’re in that bullpen. We’re kind of just like the picking of the litter, just like, all right, which one’s going today? And it could be the same guy two times in a row. Three times in a row. It just depends on the game. But we just got to be ready at all times. Being a reliever, just being the back end of the game, it definitely could get a little dicey, but you just don’t never know. You’re on your toes every game. When that phone rings, it could be you.

Brian Pruett: [01:08:51] I noticed, though, they have started determining some of the relievers are not available because I guess they pitched so much up to a certain point. Um, how many pitches did you have?

Reggie McClain: [01:09:03] I had three pitches, a very basic fastball, changeup, breaking ball. That’s all I really needed. But I was. I got really good at those three.

Brian Pruett: [01:09:15] All right. All right. So now let’s talk about the organization. Where you going to be working with youth. Tell us about that.

Reggie McClain: [01:09:20] Yeah, we’re working out a turning point. I have a baseball academy that I’m starting up over there and we you know, we’re I’m putting my focus back into, you know, the youth. I want to be able to put my imprint on a kid to see him flourish in his, you know, his desire to play baseball. I know what it takes to get there. And I can help a kid out that wants to be in that light and work hard to get there. So that’s why I’m starting up youth, a youth facility, just getting guys where they can come in, meet a great team of people, have a beautiful 25,000 square foot facility in Johns Creek that we really could get, get after and get a lot, get a lot of work in and help some kids.

Brian Pruett: [01:10:02] So I know there’s a lot of different baseball academies out there. Walk somebody through the process on how to choose one because I’m sure everybody’s different and some of them may not be a good fit for everybody and some may not be good at all. So how can somebody, when they’re looking for a baseball academy other than because you’re Reggie, you know, what’s the best way to pick?

Reggie McClain: [01:10:24] I would say, you know, the personnel matters. The people that you’re going to be spending a lot of time with them if you’re going to be trusting them with your athletic career, you got you got to really like them. You got to you got to have a they have to have that vision for you. So see what they have in store for your kid or, you know, what plans they have for your kid, where they want them to be at. Just letting you know like that you care about their athletic career. That’s first and foremost. And then also where you train you, you want to be in a facility that you can call like a home base. You want to know that, you know, this is a place that I come back to regularly and they do a great job over there. Just building that community relation. You want people to be talking about it. You don’t want it to be like, We didn’t really have a good time over there. Like they didn’t, you know, they don’t instruct us. Well, you don’t. So just having that good personnel where you can build that good repertoire and build good, you know, build a good brand that people can be excited about, that’s what you know, that’s how I’m planning to attack it. Just having a great reputation, a good place to do it at.

Brian Pruett: [01:11:30] Are you going to be offering all kinds of aspects for baseball?

Reggie McClain: [01:11:33] Yes, we will be offering hitting, fielding, pitching. We can actually have a big enough space to have an indoor practice, especially in the youth league. Yeah. And youth sports. So we are we are getting going, starting up. We’ve only been open for about four months now. I’m really looking to get, you know, revved up on the baseball side. That’s what they brought me on for, to get that started and where we can really start affecting lives and getting some kids.

Brian Pruett: [01:12:01] Well, it helps. You’re from the area so yeah.

Reggie McClain: [01:12:03] Yeah. I’ve been in the area a long time.

Brian Pruett: [01:12:06] So I have to share this because like I said earlier, I’m a big sports nut and I’m like a kid in a candy store and I’m around these guys. And I helped with a celebrity golf tournament a few years ago. And sometimes they say, never meet your idols, never meet your, you know, things like that. And I won’t mention his name because. Uh, if he listens, he might come beat me up or something. I don’t know. But we had a I’ll just say it. Bo Jackson has. Anyway, he was. We had Pete Smith, former Atlanta Brave, brought in a jersey for a young man who had cancer. And he was one of all the guys to sign it. And that was my responsibility to help get these guys to sign it. And every time I asked Bo, he stuck his nose up and said, I’m not here to sign any memorabilia. And I’m like, This is for a young man with cancer. Here’s the letter from his mother. And he was just very, very rude. You know, you guys, obviously everybody is different in their personalities. But it’s cool to see because I know a lot of former professional athletes that you guys get back involved in the community, you know, and that you give back because you guys got to do something that most people are not going to be able to do. So why is it important for you to be part of the community doing that?

Reggie McClain: [01:13:15] You know, you always have to pay it back. There was always when I was, you know, in my adolescence, playing baseball, there was plenty of people that did the same thing that kind of gave me their insight. And they never were rude about it. They never they these are baseball junkies. They just love to talk the game and be a be a be a part of that and be a part of a growth process for you. And that’s how I view it. If I could steer one kid to, you know, and put my mold on him, to have him, you know, he made it to college or something like that, even making it to college is a great feat like that is you are still the 1% of baseball players that played in high school to make it to the next level. So don’t I think people get caught up in the end goal. So making it to the major leagues, stay in the present, stay in the process. You know, being able to see a kid, just get to that pedigree and learn more about himself. And as a as you know, as he athletically grows is a great you know, I have taken a lot of pleasure in seeing that and, you know, being around, you know, a kid that I can help.

Brian Pruett: [01:14:27] And that’s a good point you bring up, too, about the next level because there’s several different next levels. You could go to college. It’s an eye versus an NCAA Division three, you know, and on up. And I think it’s like you said, it doesn’t to me it doesn’t matter the level you go to, you’re there. Exactly. Um, so just give a little bit of knowledge of somebody, maybe a parent or somebody who has a child and maybe the child is listening about some conditioning. What should they start doing to get prepared to come and then what you guys are going to be working on.

Reggie McClain: [01:14:54] So I offer a bunch of programs at the facility. You know, I have I have 25 years of playing baseball experience under my belt, which a lot of is young to a lot of people. But know what we will what we’ll be doing is we have a bunch of programs as far as pitching side. We have hitting specialists. But on the pitching side, just for a young kid, as you see, the game is growing. A lot of guys are throwing harder. Just because you’re not throwing hard right now doesn’t mean that it won’t come. We kind of help facilitate that with, you know, Driveline Plyo Ball Plyometrics. I don’t know if you guys know what that is yet, but go ahead and share. It’s it’s like the different weighted balls that you see pitchers using nowadays. It’s kind of gotten into it’s a proven science. You’re throwing, you know, all these heavy weighted balls so that when you pick up a baseball, it’s like really light and you can just your arms are just like ready to go. It’s a different style of, you know, just locating like back in the 80s and 90s where, you know, Tom Glavine, Greg Maddux types located at the knees. That part of baseball is still there in a small sense, but usually when the guy’s in there, I mean he’s throwing 95 plus, they’re throwing hard. We get guys throwing hard. And I have I’ve ran these camps previously out of other facilities, but I’m excited to bring it to this facility. I have a bigger space to work out in my camp. I can reach a lot of kids that want to reach their goal and help them through that with, yeah, you know, the camps and stuff that I provide, I.

Brian Pruett: [01:16:33] Think that’s kind of a lost art, the way you were talking about Maddux and Glavine, because my favorite team is the Reds and Hunter Green. We all know he throws 105 miles an hour. He’s on the IL right now. But, you know, I think back to when I was growing up, Kerry Wood and Mark Prior, they blew their shoulders out because they were throwing so hard. But Maddux, I don’t know if you know this stat, but there’s not one baseball player who ever saw him, saw the same pitch twice. Did you know that?

Reggie McClain: [01:16:58] Oh, wow.

Brian Pruett: [01:16:59] I mean, that’s insane to me. He’s that good that nobody ever saw the same pitch twice. Jeez. So, I mean, just I think if somebody could learn, you know, the even the knuckle or just the thing, not just worry about throwing it so hard, it would be very valuable.

Reggie McClain: [01:17:13] Yeah, you think?

Brian Pruett: [01:17:14] But yeah, just ask Connor there, right? Or ask Reggie. He’ll tell you. All right. So. It. Tell us again where the location is and how people can get Ahold of you to maybe get your services.

Reggie McClain: [01:17:27] You guys can reach me on Instagram at Reggie McClain, 39. I’m going to be promoting a lot of what I do on social media platforms reaching adolescence. We also do I have a website that we’re about to put up that’ll have more of my baseball expertise on there still in the work right now. But I’ll make sure that we, you know, if you guys are, it’ll be posted on my Instagram where you guys can check that out. Once again, it’s Reggie McClain, 39, and you’ll see the baseball aspect of how I’m going to shape and the facility. At least you guys get to get to see the beautiful facility that I And what’s the.

Brian Pruett: [01:18:04] Name of the facility again? It’s called.

Reggie McClain: [01:18:05] Turning Point and it’s in point.

Brian Pruett: [01:18:07] Johns Creek, right.

Reggie McClain: [01:18:07] Johns Creek, Georgia. I wish I had an address for you. I can’t remember, but they.

Brian Pruett: [01:18:12] Have a website.

Reggie McClain: [01:18:12] Yeah, we do have a website. So, yeah, you guys could see us over there. And once we get up and running, we’re going to be we look forward to changing, change some lives.

Brian Pruett: [01:18:23] Well, I hope I’m going to get some Reggie out to some of these fundraising events. I do. And so I’m glad I got to meet you and and get to know you a little bit. So a couple of things before we wrap up. I wanted to ask Glenda and Melanie this question as well, because, Glenda, you and I used to network a lot together when you were over in this area. That’s how we first met. So why is it important for you to be part of the community?

Glenda Hicks: [01:18:47] Well, the community is everything. It’s your lifeline. It’s your safe space or we want it to be. And that’s why these nonprofits are so important, so that they’re equipped to create the communities that we imagine and that we can feel safe there and thrive and pursue our dreams. And for me to be a part of that, it’s just who I am. It’s what I’ve done since I was in college, volunteering, giving back. And, you know, with starting this other company, 501 C impact, it’s taken a lot of my time and I haven’t been able to engage on the frontline the way I used to. And it’s been quite unsettling actually. And so I’ve been behind the scenes trying to stand up nonprofits and equip them from an infrastructure standpoint. And I haven’t been out touching the people the way I used to. And so it’s interesting that you ask this question at this juncture because this is literally something that I’m changing for myself right now so that I’m back on the front side of things with people seeing them and doing things to change their lives directly, which which is interesting because let me just segway for a second, if I can, Nonprofits in terms of funding and Melanie can attest to this and most likely, you know, organizations really wanted to give to direct service.

Glenda Hicks: [01:20:04] They wanted to give to the front lines of the work. I want to give my money to literally change an individual’s life. And it wasn’t until the real estate bust a few years ago and then the pandemic that they said yes, but if the infrastructure is not there for the nonprofit to survive and be sustainable, then how are you how are you going to deliver those services? So I took pride in being able to be part of that infrastructure. But I realized that what made my heart sing was the community and being with the people and doing the work. So it’s critical to having the kind of communities and lifestyles that we desire to have. So I applaud the work that each of you do in your respective spaces and that we’re connected now so we can support each other and make a bigger impact, definitely.

Brian Pruett: [01:20:58] Melanie Why is it important for you to be part of the community?

Melanie Lambert : [01:21:00] So for me, I think it’s a little bit selfish and and personal in that Bartow County, even before knowing that stat you shared with me earlier about how many nonprofits we have, Bartow County is so philanthropic and I’ve lived in a lot of communities that are also philanthropic, but I feel that so much more in in Bartow. And that may be because I live, work and play there, but I just feel like there’s this sentiment and even beyond all of those nonprofits, individuals are very philanthropic in our community. And I think that just reinvigorates me in that sense of this is my role in that huge philanthropic community that we have. This is how I can contribute. I may not be able to write $1 million check myself to a non profit organization that can be transformative. But if what I can contribute with my talents can help do that for an organization, and when I can see that in the real world, you know, just write grants is completely virtual. And there’s, there’s pluses and minuses to that, as Glenda shared. But I have the absolute pleasure and honor of working with several Bartow County nonprofit organizations excuse me, Red Door Food Pantry being one, and I have helped them. Do you know Grant writing for several years? And one of the things that I like to. Share about the difference in working with a local nonprofit versus one that’s on a national level is I can actually see the results of my work. You know, I had the pleasure of helping them secure the funding for the mobile food pantry. Well, when I see that truck driving down the road that just lights a fire in me of, you know, I a lot of people were involved in that grant. I don’t I absolutely am not taking credit for it exclusively.

Melanie Lambert : [01:22:43] But having been a cog in that wheel that that made that happen and allowed them to serve the community at a completely different capacity than they were ever able to do before. That just gets me up in the morning. I mean, I love that and I can see a tangible result of that. So if, you know, I do love to be, I think I think community is how you define it, right? And so I also feel part of the community of the organizations that I work with that might be in California or New York or Florida that I’m not necessarily going to ever see in person. But if if the way that I manage those relationships with those organizations, I can feel part of that community and ingrain myself in what they’re doing, understand what they’re doing and the impact that they have, That’s important to me because I can see a bigger picture and I can sort of sell that better in the appeal that I’m making in the grant writing if I am involved in what they’re doing. And I make sure that the organizations that that I work with personally, I are aligned with, with what I believe in and things that I feel like are important to the community. Again, however you define that, because if it’s not as a writer, I think a reader can can tell that. I think a grant funder would be able to very, very quickly sense whether or not I believe in what I’m writing. And so being part of those communities helps me do that more effectively, but also helps me feel like I’m part of that mission work and I’m part of making a difference in whatever that definition of community is.

Brian Pruett: [01:24:22] Yeah, that’s pretty cool what you’re talking about seeing things happen, because one of the reasons I did start B’s Charitable Pursuits and Resources is the same reason I can’t write $1 million check right now. I can’t even write $100 check, but I can use my resources to put on events, bring the community together, have fun, get some of these athletes to come out and draw some folks and learn. And it’s cool to see when because to me it may not be a lot of money, but to these nonprofits a lot. I just think about January was the first month that I did the charity trivia for the charity and Footprints on the Heart was the charity, and I presented a check to $1,000 to them after we did the trivia and when she told me. You just paid for five caskets for me for the year. Not only did I get to see where the money goes, but I mean, that broke my heart. But it’s and then each of the rest of the time, they told me, you know, it may not be a lot of money that I’m giving them, but to them it is. So it’s just really cool to see that. So. All right. So the last question I have for all three of you before we wrap this up is I always like to end this show with some positive nuggets, quotes, uh, words to Live today, the rest of 2023 and beyond with. So we’ll start back with you. What you got, Melanie?

Melanie Lambert : [01:25:29] Oh, goodness. No pressure. Um, you know, again, it sounds cheesy, but, you know, be the change you want to see in the world, and I should know who to attribute that to. But I really I really believe that, that, you know, you can sit at home and complain about the way the world is all day or you can get up and do something about it, whether that’s starting your own nonprofit or, as Glenda mentioned, finding a nonprofit that is doing that work you’re passionate about and invest your time and resources into it because you know, if you don’t, it’s always going to be the way it’s always been. And there’s so many opportunities for people to get involved in things that can help whatever demographic it is that you’re looking to to help impact their lives. And so I really, really feel like that that’s the avenue for making the change that we want to see.

Glenda Hicks: [01:26:17] Glenda Wow. So many things swirling in my head. What to choose. I think I’ll just go with Never give up, Never give up. Whatever it is you’re pursuing, just keep chugging at it. Days can get long. They can get hard, they can get frustrating. You can become disillusioned, especially when you read and watch mainstream. I so appreciate this show and the way you describe your purpose with the positive stories and the good things people are doing in the community, because that’s what I try to find so that you can stay hopeful and maybe that’s it to stay hopeful and never give up and everything will fall into place. And it’s right timing. As long as you are really committed to the cause, whatever that might be.

Brian Pruett: [01:27:09] Yeah. Reggie.

Reggie McClain: [01:27:11] I would have to say, remember your why? Because there’s, you know, it’s always going to get rough. It’s going to it’s going to happen. But if you remember your why why you’re doing it, what got you into that? You know, that space, that spark that you felt. If you remember that, you know, you can get past all the hard times and the hardships and see see really the fruits of your labor on the other side.

Brian Pruett: [01:27:33] Well, I’m going to start we need to start writing a book of all this stuff.

Speaker6: [01:27:35] Well, you know what? We’ve got these responses recorded. Create a book. I love that.

Brian Pruett: [01:27:39] Yeah, that’s great. Like good thoughts, Don. I appreciate it. You’re welcome. The other thing that that I do, the thank you is a lost art these days. So, Melanie, thank you for what you’re doing for the nonprofits. Glenda, thank you for what you’re doing for the nonprofits. And Reggie, thank you for what you’re doing for the community and especially the youth. So all right, everybody out there listening. Remember, let’s be positive. Let’s be charitable.

 

Tagged With: CPA Glenda Hicks, Just Write Grants, Reggie McClain

How Entrepreneurs Utilize Networks to Increase Business E45

June 29, 2023 by Karen

How-Entrepreneurs-Utilize-Networks-to-Increase-Business-feature
Phoenix Business Radio
How Entrepreneurs Utilize Networks to Increase Business E45
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How Entrepreneurs Utilize Networks to Increase Business E45

On this episode of Collaborative Connections guest host, Rochelle Poulton, was able to showcase the business acumen of Irene Ploski (Independence Insurance Group) and Paul Hershenberg (Hershenberg Financial & Employee Benefits). Small business hurdles, the power of connections, the role of commercial insurance, and how employee benefits improve company culture were just a few takeaways.

If you are a small business owner, then you are facing business hurdles. This episode of Collaborative Connections addresses the growing pains Irene Ploski, Paul Hershenberg, and Rochelle Poulton faced as entrepreneurs and the role building a network played in their success. Building a business is hard, but doing it the right way with the help of good business consultants, and knowledgeable insurance brokers can give you confidence to keep moving forward. IIG-brand-1

Founded in 2009, Independence Insurance Group PLLC has a total combined industry experience of over 36 years. We are an independent agency and have several options to offer to our clients.

We are not bound to a single insurance company that offers a single type of product, but instead, we look for the best fit for each of our clients, our goal is to find the right combination of coverage and price.

Irene-Ploski-Phoenix-Business-RadioIrene Ploski has been in the insurance industry since 2003. She is married and is the mom of 2 very busy college students, a high-energy Golden Retriever and a Dobermann.

Irene is a member of the Phoenix Lions Club, where she served as Secretary and Vice-President. This highly active community volunteer organization has donated tens of thousands of dollars in the last 5 years to benefit local charities directly impacting our Phoenix communities.

She is also a member of the Phoenix Elks Lodge #335, where she served as Chairwoman of the Advisory Committee for their teen program called the Phoenix Antlers Lodge #335, an organization that promotes leadership, good citizenship and strong friendships, respect for parents and love for community in teens through volunteering and fundraising.

She enjoys spending time with her family, traveling, cooking, spending time with friends, volunteering, and loves going to concerts.

Irene is fluent in Spanish, she is originally from Guadalajara, Mexico. She moved to Arizona in 2000 and became a U.S. Citizen in 2010. She founded Independence Insurance Group in 2009.

Irene’s core values are Family, Independence, Resilience, Gratitude, Honesty, and Resourcefulness.

Connect with Irene on LinkedIn and follow Independence Insurance Group on Facebook. HSInsurancelighter

Hershenberg & Stone Walsh Insurance Services, LLC is a full-service insurance broker.

We specialize in helping small and medium size businesses create and maintain their employee benefits program.

Paul-Hershenberg-Phoenix-Business-RadoPaul Hershenberg is the Managing Member and founder of Hershenberg & Stone-Walsh Insurance Services and has been helping business owners design and implement employee for over 25 years.

Paul and his team have created an employee benefits agency with the knowledge, ability, and resources to positively impact his clients and help them attract and retain quality employees.

Connect with Paul on LinkedIn and follow Hershenberg & Stone Walsh Insurance Services on Facebook.

About Our Guest Host

Rochelle-PoultonRochelle Poulton joined KLM Consulting, after nearly ten years of running her own law firm assisting clients with consumer rights, real estate matters, and business law.

She offers creative solutions for entrepreneurs seeking to reach the next level of their business journey.

Rochelle assists clients with consulting, business development, and project management.

In addition, Rochelle has nearly 20 years of real estate experience and is a licensed Realtor with Realty Executives.

Connect with Rochelle on LinkedIn or visit us online at DuplicateMyself.com

About Collaborative Connections

The purpose of Collaborative Connections Radio Show and Podcast is to build a connected community, one collaborative show at a time. We highlight local non-profits, associations, small and family-owned businesses.

By bringing 4 like-minded people together for an hour of in-depth conversation, our hope is that they connect and collaborate in life and business in the future.collaborative-connections-Radio-Show-Podcast-logo1

About Our Sponsor

KLM is a business development firm helping entrepreneurs, small and family-owned businesses start, grow and scale through consulting, marketing and project management. Combining those three things has been a trifecta, or triple advantage to business owners.

Entrepreneurs & small business owners come to KLM for support in all areas of business. If you need to duplicate yourself in any area of your business, we can help. If we don’t do exactly what you need, we know someone who can.

Business owners can continue to do what they love while having the support they need when they need it, with the help of KLM. We help you figure out what needs to get done AND DO IT FOR YOU!

klm-logo-small

About Your Host

Kelly-Lorenzen-on-Phoenix-Business-RadioXKelly Lorenzen, CEO of KLM, is an award-winning entrepreneur with over 15 years of business-ownership experience. She is also a certified project management professional.

Kelly’s expertise is in business development, customer service, marketing, and sales.

Connect with Kelly on LinkedIn, and follow KLM on Facebook, Instagram and YouTube.

Tagged With: Independence Insurance Group

John Hipes, Hipes & Belle Isle, LLC, and Councilman, City of Alpharetta

June 27, 2023 by John Ray

John Hipes
North Fulton Business Radio
John Hipes, Hipes & Belle Isle, LLC, and Councilman, City of Alpharetta
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John Hipes, Hipes & Belle Isle, LLC, and Councilman, City of Alpharetta (North Fulton Business Radio, Episode 675)

John Hipes, attorney and owner of Hipes & Belle Isle, LLC, was the guest on this episode of North Fulton Business Radio. He and host John Ray talked about the firm and its evolution, how he prepares clients for litigation, legal success stories, why he serves on the Alpharetta City Council, what makes Alpharetta such a superb place to work, live, and play, and much more.

North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Hipes & Belle Isle, LLC

Hipes & Belle Isle, LLC provides expert legal assistance, advice, and representation to businesses of all sizes.

Their attorneys have the experience, knowledge and judgment to handle your legal matters and protect your company’s interests to the fullest extent of the law. They have highly skilled, ethical and successful negotiators, courtroom litigators, real-estate experts and business advisors who provide prompt, aggressive and reasonably priced legal services.

When a complex legal question demands knowledge and experience in several areas, Hipes & Belle Isle offers single-source convenience by providing legal services in:

  • Business Litigation
  • Commercial Real Estate Law
  • Construction Law
  • Employment Law
  • Insurance Law

At Hipes & Belle Isle, they are also proud of their success and standing within the legal, professional and civic communities. They look forward to even greater achievements as they meet and address the legal challenges of our rapidly evolving society, but most importantly we look forward to serving you with experience, expertise and integrity.

Website| LinkedIn | Facebook| Twitter

John Hipes, Attorney and Owner, Hipes & Belle Isle, LLC

John Hipes, Attorney and Owner, Hipes & Belle Isle, LLC

John Hipes is from Muncie, Indiana. He received his B.A. cum laude from Wake Forest University (Winston-Salem, North Carolina) in 1981 and his J.D. magna cum laude from Georgia State College of Law (Atlanta) in 1988, where he served as senior editor for the Georgia State University Law Review. He authored Abusive Litigation in Georgia, Georgia State Univ. L. Rev., Vol. 3, 1987.

John has practiced law for 33 years. He began his law practice in 1988 with Smith, Gambrell & Russell LLP and then with Morris, Manning & Martin (both in Atlanta) before forming Hipes & Norton, P.C. (Alpharetta) in 1996. In 2004, John helped to form Bach, Dewberry & Hipes, LLC (Alpharetta). In 2013, John founded Hipes & Belle Isle, LLC.

John practices commercial litigation, including insurance coverage and interpretation, construction, real estate, employment, partnership and shareholder disputes, and tort and injury law. He has successfully resolved and tried numerous lawsuits on behalf of residential and commercial policyholders, including issues involving bad faith, unfair claims practices, fraud, arson, theft, cancellation procedures, protective safeguard endorsements, and coverage interpretation.

John is a member of the State Bar of Georgia. He is admitted to practice in all Georgia courts, including State and Superior, the Georgia Court of Appeals, and the Georgia Supreme Court. He is also admitted in the United States District Court, Northern District of Georgia and the United States Court of Appeals, Eleventh Circuit. John is a Past-President of the North Fulton Bar Association for 2011-2012.

John is an Alpharetta City Councilman and liaison to the Alpharetta Public Safety Department and the Alpharetta Municipal Court. He has been an active member of the Rotary Club of Alpharetta since 1997, served as President in 2008-2009, and was founder of the Alpharetta Memorial Day Tribute. He serves on the boards of North Fulton Community Charities and the Alpharetta Public Safety Foundation. John previously served on the Alpharetta Planning Commission, the Board and Executive Committee of the Greater North Fulton Chamber of Commerce, and the Board of the Ed Isakson Alpharetta YMCA. He is a member of the Leadership North Fulton Class of 2000, Alpharetta Chamber of Commerce, and Alpharetta Business Association.

John is an active member of the Alpharetta First United Methodist Church. He has participated in many humanitarian and mission trips to Africa, Central and South America with Rotary and AFUMC. John resides in Alpharetta with his wife Karen.

LinkedIn

Questions and Topics in this Interview:

  • Overview of Hipes & Belle Isle legal practice
  • Legal success stories
  • Community involvement
  • Why Alpharetta is a great place to operate a business
  • What’s happening in Alpharetta and what lies ahead

North Fulton Business Radio is hosted by John Ray and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. 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, Stitcher, TuneIn, and others.

RenasantBank

 

Renasant 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 $13 billion in assets and more than 190 banking, lending, wealth management, and financial services offices in Mississippi, Alabama, Tennessee, Georgia, and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

Since 2000, Office Angels® has been restoring joy to the life of small business owners, enabling them to focus on what they do best. At the same time, we honor and support at-home experts who wish to continue working on an as-needed basis. Not a temp firm or a placement service, Office Angels matches a business owner’s support needs with Angels who have the talent and experience necessary to handle work that is essential to creating and maintaining a successful small business. Need help with administrative tasks, bookkeeping, marketing, presentations, workshops, speaking engagements, and more? Visit us at https://officeangels.us/.

Tagged With: Alpharetta, Alpharetta City Council, attorney, civil litigation, civil litigator, Hipes & Belle Isle, John Hipes, North Fulton Business Radio, Office Angels, pandemic, renasant bank

Davis Butler, BUTLER | MERSEREAU

June 21, 2023 by John Ray

Davis Butler
Business Beat
Davis Butler, BUTLER | MERSEREAU
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Frazier & Deeter’s Business Beat: Davis Butler, BUTLER | MERSEREAU

Davis Butler, Managing Partner at BUTLER | MESEREAU, joined Roger Lusby to chat about the work his firm does for small businesses and other organizations. Davis discussed his work in healthcare, specifically physician practices, the changing healthcare industry landscape, and advice for practices preparing for an exit. Davis also talked about his previous work with the International Olympic Committee (IOC), effecting change in sports organizations to protect athletes from abuse, his work in name, image, and likeness issues (NIL), and much more.

Business Beat is presented by Alpharetta CPA firm Frazier & Deeter and is produced by the North Fulton studio of Business RadioX®

BUTLER | MERSEREAU LLP

BUTLER | MERSEREAU is a boutique corporate and trusts and estates law firm with offices in Atlanta and Jacksonville. The firm was founded in 2014 by B. Davis Butler and another partner, who began their practices at Alston & Bird, a large law firm based in Atlanta. Adam G. Mersereau, who started his practice at McKenna Long & Aldridge, now Dentons US, joined the firm as a partner in 2017.

The firm was created with the goal of providing outstanding legal services to a special group of clients looking for great value from its lawyers. Their lawyers are former big-firm lawyers and general counsel with a strong commitment to providing the highest possible quality of legal services and personalized care to every client regardless of its size. They are trusted advisors, creative problem solvers, excellent drafters, and thoughtful risk takers.

Together, their attorneys are licensed to practice in Georgia, Florida, Alabama, and South Carolina.

Company website | LinkedIn

Davis Butler, Managing Partner, BUTLER | MERSEREAU

Davis Butler, Managing Partner, BUTLER | MERSEREAU

Davis Butler began his legal career in 1992 as a law clerk for U.S. District Judge Robert B. Propst in the Northern District of Alabama. In 1993, he joined the practice of Alston & Bird LLP (A&B), a large firm based in Atlanta, Georgia, as a healthcare/medical product liability litigator. After two successful jury trials, Davis joined A&B’s healthcare mergers, acquisitions, and securities team.

After years as a corporate transactional lawyer at several firms, Davis joined the International Olympic Committee (IOC) staff to manage and negotiate international partnership deals as part of the world’s largest sports sponsorship program – the IOC’s TOP Programme. Davis spent ten years at the IOC in a joint business and legal role (as Senior VP of Marketing Development) with offices in Atlanta and Lausanne, Switzerland. During this time, Davis negotiated and managed partnership transactions on behalf of Olympic parties valued at just under US$9 billion. He has negotiated and drafted sponsorship, broadcast rights, license, supply, acquisition, representation, and service agreements on behalf of sport properties around the world. He also has managed intellectual property issues around the world, and he has represented the IOC twice before the European Commission in Brussels on matters relating to antitrust issues in international sport sponsorship arrangements. While at the IOC, Davis did business in thirty nine countries, and he managed a team of lawyers overseeing Olympic marketing rights agreements in over 190 countries.

Davis left the IOC in 2010 to become a founding partner in Encompass International Network, LLC, an international sports marketing and legal network comprised of Olympic experts from North America, Europe, and Asia. At that time, Davis also re-entered the private practice of law, and he now represents a variety of corporate entities (especially in the healthcare, marketing, and sport industries) in mergers, acquisitions, private securities offerings, and general corporate matters. He has served as an adjunct professor at the University of Georgia, and he is an owner of a variety of sport and healthcare businesses. He has started nine different for profit and non-profit businesses giving him special insight into the issues facing start-ups and early-stage companies.

He attended Vanderbilt University and graduated with honors in 1988. He received his law degree in 1992 from the University of Alabama School of Law where he was a Junior and Senior Editor of the Alabama Law Review.

Davis is currently licensed to practice law in Georgia and Alabama.

LinkedIn

Frazier & Deeter

The Alpharetta office of Frazier & Deeter is home to a thriving CPA tax practice, a growing advisory practice and an Employee Benefit Plan Services group. CPAs and advisors in the Frazier & Deeter Alpharetta office serve clients across North Georgia and around the country with services such as personal tax planning, estate planning, business tax planning, business tax compliance, state and local tax planning, financial statement reviews, financial statement audits, employee benefit plan audits, internal audit outsourcing, cyber security, data privacy, SOX and other regulatory compliance, mergers, and acquisitions and more. Alpharetta CPAs serve clients ranging from business owners and executives to large corporations.

Roger Lusby, Partner in Charge of Alpharetta office, Frazier & Deeter
Roger Lusby, Partner in Charge of the Alpharetta office of Frazier & Deeter

Roger Lusby, host of Frazier & Deeter’s Business Beat, is an Alpharetta CPA and Alpharetta Office Managing Partner for Frazier & Deeter. He is also a member of the Tax Department in charge of coordinating tax and accounting services for our clientele. His responsibilities include a review of a variety of tax returns with an emphasis in the individual, estate, and corporate areas. Client assistance is also provided in the areas of financial planning, executive compensation and stock option planning, estate and succession planning, international planning (FBAR, SFOP), health care, real estate, manufacturing, technology, and service companies.

You can find Frazier & Deeter on social media:

LinkedIn | Facebook | Twitter

An episode archive of Frazier & Deeter’s Business Beat can be found here.

 

Tagged With: attorney, Business Beat, Butler Mersereau, college sports, Davis Butler, Frazier & Deeter's Business Beat, Frazier and Deeter, Healthcare, International Olympic Committee, IOC, name image and likeness, NIL, olympic athletes, Roger Lusby, small business, Sports law

Ali Jamal, Stablegold Hospitality, and Lalitha Alladi, Alladi Law

June 16, 2023 by John Ray

Stablegold Hospitality
Family Business Radio
Ali Jamal, Stablegold Hospitality, and Lalitha Alladi, Alladi Law
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Stablegold Hospitality

Ali Jamal, Stablegold Hospitality, and Lalitha Alladi, Alladi Law (Family Business Radio, Episode 45)

Ali Jamal, CEO of Stablegold Hospitality, and Lalitha Alladi, Founding Attorney at Alladi Law, joined host Anthony Chen to discuss their experience in building their businesses. Ali offered thoughts on investing in real estate, shared what his immigrant mother taught him about investing in real estate, key principles to success, and much more. Lalitha talked about immigration law, the difference between a visa and a green card, the complications involved in waiting for a green card, and why she loves what she does. Anthony then asked each of them to reflect on advice they would offer young people navigating professional life.

Anthony ended the show with his own thoughts about weathering economic challenges.

Family Business Radio is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network.

Stablegold Hospitality, LLC

A privately owned and operated portfolio of Hotels, branded under the “Economy Hotel” franchise, that includes vacation rental homes, event facilities and residential housing based in Atlanta, Georgia, USA.

Their mission is to provide affordable, convenient and friendly accommodation to all their customers.

Company Website | Facebook | Instagram | LinkedIn

Ali Jamal, CEO, Stablegold Hospitality, LLC

Ali Jamal, CEO, Stablegold Hospitality, LLC

Ali Jamal is the owner and chief executive officer of Stablegold Hospitality, LLC as well as numerous other entities that own and operate hotels, residential rental properties, event space, and vacation rentals in and around Metro Atlanta, in Macon, and in Minot, North Dakota.

Through his hard work and dedication, Mr. Jamal turned a 2011 investment in a single rundown and shutdown hotel into numerous vibrant, thriving businesses that employ close to 100 people in Georgia alone and that offer, among other things, approximately 1300 Metro Atlanta rental units.

Mr. Jamal has an Executive MBA from Northeastern University and holds a certificate in Strategic Leadership from the Stanford Business School. Additionally, Mr. Jamal is a founding member of the Forbes Real Estate Council. Mr. Jamal is active in the local communities where his businesses operate, and his leadership and commitment is unparalleled among his peers.

Website | Ali’s Website | LinkedIn

Alladi Law

Alladi Law is bringing families together every day. They assist their clients by helping individuals obtain immigration status in the United States and employers obtain both immigration status and work authorization for its foreign workers.

Website | LinkedIn | Facebook

Lalitha Alladi, Founding Attorney, Alladi Law

Lalitha Alladi, Founding Attorney, Alladi Law

Lalitha Alladi graduated from the University of Florida with a Bachelor of Science and Stetson University of College of Law with her Juris Doctorate. Since then, Lalitha began her career in 2005 as a prosecutor followed by a practice in bankruptcy law during the recession. Since 2013, Lalitha’s focus has been on immigration law. Her experience in immigration at Siemens allowed her to efficiently guide multi-national executives in hiring and retaining foreign nationals to maintain status and work authorization. Lalitha provided both short term guidance and long term plans so the various sectors could budget appropriately. During her private practice at a nationally renowned law firm Lalitha zealously advocated for her clients who had family based and employment based matters. It is because of such experience that she is able to provide clear guidance and options for her clients allowing them to make the right choice for their family or business.

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Anthony Chen, Host of Family Business Radio

Anthony Chen, Lighthouse Financial, and Host of “Family Business Radio”

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

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

The complete show archive of “Family Business Radio” can be found at familybusinessradioshow.com.

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Forgiveness, Improv, and the Art of Being Present, with Andrea Flack-Wetherald, Part 2

May 26, 2023 by John Ray

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Inspiring Women PodCast with Betty Collins
Forgiveness, Improv, and the Art of Being Present, with Andrea Flack-Wetherald, Part 2
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Forgiveness, Improv, and the Art of Being Present, with Andrea Flack-Wetherald, Part 2 (Inspiring Women, Episode 57)

This episode of Inspiring Women is the second part of a conversation host Betty Collins had with comedian, speaker & bestselling author Andrea Flack-Wetherald. In this part, Andrea discussed how to apply the practice of mindfulness when attempts to change your behavior and habits falter, the value of alignment, being present, making self-care a priority, listening hygiene, and much more.

Part 1 can be found here.

The host of Inspiring Women is Betty Collins, and the show is presented by Brady Ware & Company.

Betty’s Show Notes

Andrea Flack-Wetherald, author of “The Funny Thing About Forgiveness,” returns for the second part of this conversation. We discuss the importance of staying present to avoid shame and relapse when trying to change behavior. Andrea also emphasizes the concept of “listening hygiene” and the need to prioritize self-care.

Andrea’s online community, Mindful Improv Community, and her new YouTube series, “Bad Advice for Cool People,” promotes mindful thinking to make the world a braver, kinder place. Trust the process, prioritize self-care, and maintain a sense of humor along the way.

With humor and empathy, the episode reminds listeners to prioritize self-care and give and receive everything as a gift.

Hosted by Betty Collins, CPA, and Director at Brady Ware and Company. Betty also serves as the Committee Chair for Empowering Women, and Director of the Brady Ware Women Initiative. Each episode is presented by Brady Ware and Company, committed to empowering women to go their distance in the workplace and at home.

For more information, go to the Insights page at Brady Ware and Company.

Remember to follow this podcast on Apple Podcasts and Google Podcasts.  And forward our podcast along to other Inspiring Women in your life.

TRANSCRIPT

[00:00:02] Betty Collins
Has anyone ever inspired you to change your life that made you more fulfilled? Well, as a leader in your business and in your community, what are those questions that you ask yourself on a daily basis? It’s these questions that we explore on inspiring women. I am your host, Betty Collins, and I’m a certified public accountant, a business owner and a community leader who partners with others who want to achieve remarkable results for themselves and their organizations. I am here to help inspire you to a positive step forward for a better life. So we’re back with Andrea Flack Wetherald, who wrote The Funny Thing About Forgiveness. And in our first podcast, we talked about forgiveness. It’s a soft skill. We talked a little bit about our book and how it’s doing. We talked about improv and how that all plays a role in in the success of playing out the five cause. And we covered the first two cause, which is choosing curiosity instead of judgment. And we talked about honoring the scene partners, the people in your lives. And now today we’re going to stay in the present moment. We’re going to listen beyond your comfort zone and we’re going to give. We’re going to receive everything as a gift and kind of wrap it up with Andrea. So I hope you’re ready because it’s good stuff. Well, now we go into stay focused in the present moment. Okay. So are we getting New Age or Zen here? Maybe present? We’re humming along. No, but I like I like the way you talk about the present because you talk about the past. So resentment is probably in the past, right? If it’s there, anxiety is in the future and curiosity is right here. It’s motivated, you know, to explore the current and present present moment versus worrying over here or going back over here. You’re right here. It’s a soft skill for conflict and confrontation for sure. So let’s dive into that space for a little bit. I’m going to let you take it because I could just talk forever. And you’re the guest. So go. Yeah, it’s you. Well.

[00:02:17] Andrea Flack Wetherald
I think there’s a lot of ways that people practice that skill of being in the present moment. And when I teach mindful improv thinking, mindfulness practice has been deeply meaningful to me. I learned about it when I was a social worker. My first job out of college was working on a behavior, a behavioral research study. It was about addiction. And so essentially we were looking at when people are trying to make a change in their life, in this case, it was smoking cessation. But when people are trying to make a change in their life, how can we come alongside their efforts to change in a way that’s not condescending or patronizing but is actually helpful? How can we best support behavior modification initiatives? And so that was the what we were looking at at the study. And we learned I had the incredible privilege of learning so many things that I could just like really, if we wanted to take a nosedive into the Transtheoretical model right now and really look at motivational interviewing, I’d go all the way there. I think, though, to your question of like mindfulness or just being in the present moment, one of the things that we learned is how incredibly efficacious it is to help people practice being in the present moment. Because what causes relapse so often is shame is shame. And when people are having to reckon with like behavior modification requires a reckoning with the past, a reckoning with why we didn’t do it well in the past, it usually requires apologies and the degree of how painful those apologies are or those conversations are, of course is contingent upon.

[00:04:01] Andrea Flack Wetherald
There’s thousands of situations that your listeners could be thinking of, you know, and not all of them are as emotionally charged as each other. But the reality is that behavior modification requires a reckoning. And so if that reckoning causes us to feel shame, we might run into this wall of never mind, I can’t do it. And so if we want to lengthen the amount of time that people spend in the maintenance of a good behavior that does serve them, whether that’s choosing curiosity, whether that’s being more assertive, to say how you feel, whether that’s being brave to like, say, the real feedback or whether it’s quitting smoking, whatever it is, whatever that behavior change is, you’re going to be able to do it better if you’re not stuck in shame. So learning to just get present in this moment, learning to accept the past for what it was, learning to look to the future as a product of whatever you’re doing, right? Now and not of this. What’s the word that I would even say not as this like. Written in stone. Certain doom. You know, whatever. Not when we are able to look at the future as a product of what we’re doing right now and not as this certain thing that we have no control over, you know? Right. Um, that’s really powerful. That gives us a lot of agency and a lot of motivation to stick with whatever we’re trying to accomplish.

[00:05:36] Betty Collins
Well, here, here’s how I have applied this, because I’m a CPA, so I have to apply these things, right? But it’s not about someone’s necessarily smoking addiction. But in in public accounting, we have 12 weeks of why do we do this? That’s how you kind of live in your 12 weeks. You’re like, Why? You know, February hits and you’re not out of this till April 15th. And it’s just a lot in a small amount of time, right? So you have to do it really, really well. So instead of let’s go back and think of how we did last year, Let’s go back to the fall. Let’s figure out what we’re going to do next year. I have what I call we’re going to decompress today. We’re going to decompress on on February 20th, on February 1st, because we just got through the first month and we just it’s all fresh. It’s all right here. It’s right here. And we’re going to take this and we’re not going to go back and go, well, they didn’t do this last year and we didn’t do that. And I’m never doing this again and I’m going to quit. And no, this is what we really did. Well, in the moment right now, this is and we’re going to document it and we’re going to write it down so that we will learn from it. And so I took the, you know, to take this and apply it to the present moment in my business. What do I do with that? I take as life is happening in public accounting, it doesn’t matter what you do in marketing, whatever it is this is right now. And we don’t take enough time to stop and go. This is right now. How are we doing? This is right now. And so that the future. I’m not going to sit and be worried about next January when we have to print out thousands of W-2s. I’m not going to worry about that because we’ve conquered it and we’re talking about it, why it’s happening. And I don’t know if that’s how you see applying that principle.

[00:07:39] Andrea Flack Wetherald
There’s a lot of ways to apply it, but.

[00:07:41] Betty Collins
That’s one of the ways I have because it’s like, wow, you know, I can go with it. And in my home life it’s a lot easier some ways to do this application.

[00:07:52] Andrea Flack Wetherald
But one thing that I think is good to mention here is that whenever we think about like what makes it hard to stay in the present moment, like also applied to work is the fact that there are people who are impacted by current events differently than each other. You know, like my husband employs 5 or 6 Ukrainian people. And so when this war started almost exactly a year ago, I guess I don’t remember the official date, but right about a year ago, there was not an ability to be like, let’s just focus on right now, right? This code, this is the code we need. It’s like they’re fleeing with their families and they don’t know if they’ll ever see their homes again. And so now it’s been a year. And like, all of that isn’t like ancient history to them. Like those those initial days, it seems like there’s more stability. And I’m not an expert, but it seems like there’s a little bit more stability for at least these people than there was a year ago.
But that doesn’t mean that, like the incredible trauma of just like waking up and being like, I need to flee with my family right now or we might die like that, I would be it would be impossible for anyone to convince me that they don’t hear a car backfire and like, yeah, panic, you know? And so part of it is I teach a trauma informed approach to leaders as often as I can and just as a way of reminding them that we are all whole people.

[00:09:26] Andrea Flack Wetherald
The people that show up to your office every day are not just accountants, right? They are not they’re not just brilliant mathematicians or scientists or social workers or whatever. Like they’re whole entire people and things have happened to them. And so if they’re in a meeting and it seems like they’re not present, it might not be the case that they just don’t respect you and that you need to have a conversation with them about whatever, you know, Like it might not be the case that it means to you what you think it means. Taking a trauma informed approach says like, why might they not be in the present moment with me? And even if it’s not your job to be the one unpacking, I almost said on hashing, those are two different words, unpacking certain things with them. There is this spirit of compassion. That’s like asking the brave question or just saying a thing that’s like, Hey, I know that this has been a tough year. I just want you to know that we’re here for you or whatever. And so I think that that application is something that’s really important to me to be said, that like, there’s reasons why people get pulled out of the present moment that has to do with their story and not trying to push the forgiveness thing forever.

[00:10:35] Andrea Flack Wetherald
But this is the reason why I tell people and you might get to this later in the book, I don’t know if I honestly don’t remember in the first three chapters where this falls in the book, but I talk about the idea of alignment and how in any particular moment someone says something that hits you the wrong way or whatever, and you’re like ready to fight or ready to quit or something like that. That in that moment we can find alignment for ourselves by kind of quickly being like, Oh, all right, I, I trust me, it is safe to trust imperfect people. I trust the process. This will play out. You can kind of find that temporary. Yeah. Calm and it’s really important to put a pin in it for later and be like, Why did that bother me? That way? I’ll probably find something helpful for myself if I make a point to this weekend, next weekend. I’m very serious about this. I put it on my calendar and I’ll be like, I’ll create an environment where I do have the time to go back to a painful fight I had with my dad when I was 16 or something. Maybe I don’t have time in my workplace bathroom to do it right now, but it is important to address whatever pulls us out of the now. It’s important to make time to address that in an environment that is appropriate. Yeah.

[00:11:49] Betty Collins
You know, there is all kinds of ways you can apply. I mean, that’s that’s an amazing I didn’t even think of that kind of application. Of course I’m thinking of we dealt with our tax returns and our processes today, why it’s happening. But like another scenario is that I used was with one of our employees who is calling me 730 in the morning. She never does that. And she I thought, I better pick that up. So I pick up and she had been in a car accident and probably totaled her car and she was going on about, I’m not going to get this, you know, going on about not getting this done. And she and oh, my goodness. And she’s, you know, in she’s in that she’s in the moment. And I just said we’re all in for you. So we all know I will handle what we need to handle in this moment. And you need to just deal with your moment right now why it’s here, and then call me in a week. And I really threw her off because she was like, call me in a week, okay? And I said, You got a lot to do in the next week. I already know that you’re still here, right in the present deal in it.

[00:13:05] Betty Collins
So I’ve tried. And then she was able to, you know, in about really 3 or 4 days she said, okay, I think this is what I’m going to do now. Good. We’re all in. So let’s just keep that. And this is the moment right now. This is what you’re dealing with right now. So what do we need to do? And so I’ve really used that as a way to focus in and there’s other ways to do it. But I’m trying to apply this to to just in business and how I’m dealing with interacting with people every day. And it’s just paying off because once it was all over and she had got the car replaced and she had the surgery and she’s got the cast off and she was like a new person, you know, in so many ways, too. And so it was and I think it’s because we dealt with the moment as it was happening and not worrying about, Well, you had this accident last week. Way to go. We can’t pay you or hey, it was just we we were able to really go through that.

[00:13:57] Andrea Flack Wetherald
It was good. I’m so glad that you used that example because we have very different work and very different jobs. And so what you’ve just described, like what I heard you say, that I hope your listeners heard you say, too, is that when you’re a leader, you have a really unique opportunity to help people stay in the present moment, to help people care for themselves the way that they need to, by creating a culture and practices that that create less worry for people.

[00:14:25] Betty Collins
Yep, yep. And I had another person who was really funny. She has never had two weeks off in a row at Christmas. She’s been Brady were forever and she goes, I really want that. I go, okay so let’s make it happen. Let’s talk about it. Let’s get it done. And she came back from a break, and by the time she came back, I had gone on my vacation. So we all do this. Life is over in February 1st, so we have to take these vacations. But so I take the vacation and I come back. And we hadn’t seen each other really for almost four weeks. And we usually talk every day and all this kind of thing. So she said, You’re just going to kill me. I said, What’s the problem? She goes, My son got sick and I’m going to go on a four day vacation with him in February. I go. Okay, let’s just deal with it today.
What have we got to do so that we can make that go? And so I’ve tried to go, okay, what is the moment right now that we need to deal with so that she can take four days in February, which is the month of hell, you know, and and March becomes even more like February is hell because it’s a reality.

[00:15:29] Betty Collins
And then March is like on fire. So anyways. But those are those are how I’m trying to apply those things. But she was able to take the four days and she was still amazed in it. So I said, Would you do it again? She goes, No, it wasn’t worth it. I said, okay, we’ll know that next year. Okay, so let’s move on to a skill that is so very needed and that is listen beyond your comfort zone. I am not a listener, okay? I’m thinking right now, the next thing I’m going to say, Andrea, I just do. Right? So but listening skills, I love this in the book and I want you to talk about it. Listening skills versus listening hygiene. I loved it. I love this part. And it’s such a needed skill. And I like the way you say we have all these skills. You know, I can’t remember if it was these are the senses, but we don’t talk about the listening sense or something like that. But help my audience understand listening skills versus listening hygiene. I think there’s absolutely.

[00:16:30] Andrea Flack Wetherald
A lot there. I’m so glad you asked me about this. It’s been a while since I’ve talked about listening hygiene. So in your fessing up just a second ago, too, I don’t listen, I don’t like I love how freaking honest that is. Like, I wish so many more people would just be honest. I remember the first time I had a friend. Just tell me on the phone. I’m sorry. I was distracted. I didn’t listen to the whole story you just told me. Can you say it from the beginning? And I was like, I didn’t know that was an option. I’m not listening. 40% of the time folks are talking to me. I didn’t realize I could just be honest about it and then have them tell me again when I am listening. So but I think that probably a lot of people might not know that you’re not listening when you’re not listening. And the reason is because you have good listening skills. So what do I mean by that? You know how to lean in on one elbow. You know how to mimic listening behavior. You know how to. Yep. You know how to make eye contact. You know how to nod your head at the appropriate time. Not too fast. So it looks anxious. You know how to sit with open body posture because this makes people feel like you don’t have time for them.
Shaking your foot crazy with your legs crossed over makes people feel like you’re in a hurry for them to shut up so you can move on to the next thing. So you know.

[00:17:48] Betty Collins
Not to be. Is this like, I’m sorry. Sorry I’ve digressed. Yes.

[00:17:54] Andrea Flack Wetherald
You know, not to be checking your time. The phone email like you have good listening skills. You know how to make it look like you’re listening. So do like, a lot of freaking people. We’ve all learned how to play, act listening because we’ve been to 94 seminars or soft skills classes in college or whatever about open body language and like all this stuff. So like, we know how to fake it. So good listening hygiene is a different thing. Listening hygiene means I am proactively every day taking care of the things that I need to take care of so I can actually hear you. The example that I give in the book is just like you don’t get to learn about hygiene when you’re in grade school, whenever you learn about it and be like, Great, now I know, like now I know. So I’m just clean forever. Like it takes proactive effort. Every day you have to shower, you have to wear deodorant, you have to like do stuff, brush your teeth. If you don’t do that stuff, you’re going to stink. And that doesn’t mean there’s something wrong with you. You’re not the kind of person who can be clean. Like, it’s not what? That that’s not what that means. It means you have bad habits. And when you change those habits, you won’t stink anymore. You’re not going to permanently stink forever. That’s how hygiene is.

[00:19:18] Andrea Flack Wetherald
And so I think that a skill is something that you can learn. And when you practice it long enough, you can do it without thinking and still successfully do that thing like playing the piano, like driving a stick shift. Unless it’s in Pittsburgh and there’s Turkey like, you know, like just there’s different things that are a skill. That’s a skill, you know? But listening is not that because you can fake it fake and it will look like you’re doing it, but you’ll miss something that’s important, you know? And when you’re not actually listening, you’re not actually connecting. You’re doing a disservice to the people around you by faking. It’s so much better. It would be better if you never learned a single listening skill so that if you weren’t listening, you just freaking fell asleep in front of someone or something. It would be better for people if they didn’t think you were listening when you’re not. And you know. Anyhow. So. So that. That’s what I say is the difference between a listening skill versus a practice of listening hygiene. So here are examples of listening hygiene.
Listening hygiene means that you cancel meetings if your spouse just left you after 12 years of marriage, you cancel those meetings that day rather than committing to some bullshit. Am I allowed to say that on here? You can. Okay, great.

[00:20:34] Betty Collins
It’s all right. It’s all good.

[00:20:37] Andrea Flack Wetherald
Rather than committing to this ridiculous story that professionals don’t have feelings and they soldier through it like adults, you’re not going to be listening. And you know that if it’s the anniversary of your mom dying, you don’t go to work that day or you make sure that you’ve done what you need to do. Whatever you need to do to take care of yourself. You don’t schedule your meetings back to back to back to back to back with no buffer zone. Because then what you’re doing is you tense up. Your brain is thinking about that next meeting. Do I have all the papers I need for that? Did I remember to tell so-and-so to fax whatever it is like? That’s what your brain is doing. It’s not listening. Your body is.

[00:21:17] Betty Collins
And you are going like this. Okay?

[00:21:19] Andrea Flack Wetherald
Yeah, right. Your body is doing what it needs to do. Your brain is not. So whatever you need to do so that your brain is checked in, you’re proactive about doing that. And so that’s what listening hygiene is. And then it won’t matter so much if you accidentally, like slump in your chair or whatever, like your brain is checked in. And so whatever your physical body is doing, I feel like I’m moving my hands so much. I’m probably making a lot of, like, unnecessary sounds into my microphone.

[00:21:49] Betty Collins
No, you’re fine. He would tell you because yesterday I was shaking the screen. He’s like, You’re shaking the screen. I’m like, okay, you’re fine. But but I mean, there’s truth in that. I mean, I’ve never thought about the fact that if I didn’t schedule 80% of my day, which turns into 110%, I would have better skills. I it’s a hard it’s a hard thing for me. But I’ve tried working on this of just slow down and stop and quit thinking about your response.

[00:22:22] Speaker3
Mm hmm.

[00:22:23] Betty Collins
That’s a that’s a big one for me. So I’m like, okay, listening skills, listening I have to work on. Your response is not the most important thing right now.

[00:22:35] Andrea Flack Wetherald
What you mean is you’re telling that to yourself.

[00:22:38] Betty Collins
Yes, to myself in my brain. I’m going. Your response is not the most important thing. And even this person.

[00:22:44] Andrea Flack Wetherald
May I reframe that a little bit?

[00:22:46] Betty Collins
Please do.

[00:22:46] Andrea Flack Wetherald
May I? Yes. So because I think that your response is just as important as anything that I’m saying. But I think what I would most hope for you and anyone else is to just trust yourself enough. They one of my favorite things of improv taking classes and stuff was when the number of times they would say the answer is in your scene partner’s eyes. Whatever response that you’re looking for, you’ll find it. If you’re checked in and you’re listening because you’re smart, you’re a fantastic improviser. You say you’re afraid of improv, but you’re not. You’re afraid of performing. You’re afraid of drunk people paying money for you to be funny on command. Lots of people are afraid of that. You’re not afraid of improv. You’re a great improviser. It’s just a matter of deciding to support your scene partner in the way that says the words that you’re saying are important to me. And I believe that if I’m listening to those words, I’ll have whatever I need next.

[00:23:44] Betty Collins
Yeah, that’s good. So brain checked in. I’ve got I’ve got to work on that. I like that you’re checked in. I’ll think about it. Yeah. I mean, because we just. We aren’t. We are too. We’re doing too many things too many times too much. I mean, it. It’s. So if you really want to have the art of relationships that the where you it’s not even about that way. The outcomes for me are really good. I’m not saying that, but that the outcome overall is really good.

[00:24:20] Andrea Flack Wetherald
Oh yes, you are speaking truth. You’re speaking really deep wisdom right now. So in improv there are objectives as well. The theater needs the show to go well. They need people to have a good time and spend their money to buy tickets and come back and leave reviews and tell their friends and like those are concrete objectives that that the theater needs as a business to achieve in order to survive. And we know that as performers, we know these things need to happen. The ask of improv is can you trust that by listening to each other just really, really honestly with your whole heart and your whole attention, listening to each other and just losing yourself in this moment, can you trust that those objectives will be met and will be met better when? And you make each other the priority and you just kind of leave those objectives alone for a minute. And when I think about what you’re saying about booking out your schedule 80% and doing all this and like I do that kind of thing, too, I’m going to be honest. Like I get caught up. I was praying about it this very morning that I’ve noticed myself getting into these old habits that I know do not honor my scene partners and do not honor what I want to be about while I’m on this planet.

[00:25:38] Andrea Flack Wetherald
And I’m like, Why do I do that? Well, I know why I do that. It’s because I’m an entrepreneur. I’m trying to make some money. I’m trying to make some stuff happen. Like that’s why I do it. I believe that if I hustle harder, more stuff will get done, more bigger impact. And it’s not just about money. I’m being a little bit silly, but I want to have the biggest impact as possible. And I tell myself that if I hustle harder, that will happen faster. But what I know is really true. I know it is so true that things happen in their own right time and that how I make people feel when they’re spending time with me matters so much and the quality of what I’m writing and whether I’m writing it because I have to and I have to get a certain number of words written a day, or I’m writing because that’s when the wisdom came to me. Yeah.

[00:26:32] Betty Collins
I Sunday, yeah. Sunday morning my husband said, So what are you going to do today? Because by the time I get to this point in tax season, I do church online and I don’t I just really want to be in the guest bedroom with all these pillows and I want to have my iPad and my phone and a stack of books and notebooks and then a table full of different drinks that I do.

[00:26:55] Andrea Flack Wetherald
For similar people. Yeah, he.

[00:26:57] Betty Collins
Goes, I don’t I don’t get this. I said, Today I’m going to be well in two days. I’m going to have eight podcasts that get recorded. It’s a lot. I have all the questions, I have all the topics, I have all the people booked. We have everything ready to go. But I need to sit back and if I’m going to do my best at this, I need to be prepared mentally, not just here’s my questions. Let’s go. Yeah, that’s all part of it, right? But the and he says, okay, I don’t understand. I said, You don’t need to. But part of this whole process for me is that I can sit back and do that. And so he said, okay, I’ll just I’ll leave you alone. We’re all good, you know? And these two days have gone really smooth and I have been able to give my best at it because I’m not preoccupied, even though today I had a board meeting with a volunteer organization at 12, I had a meeting in my office with a bunch of women for the conference. I have my podcast going on at the same time and it’s three meetings all from 12 to 2 and you’re going to get one. Yeah, but I was ready because I did sit back and I did not have my brain so overloaded that I couldn’t I couldn’t do it. But I’ve not thought about the brain check as part of the listening skill or hygiene. That’s really good. See, I’m learning still. That’s why I’m only on chapter like three. I keep doing this. I keep hashing through it. And how can I apply this right?

[00:28:30] Andrea Flack Wetherald
It takes a lot of trust in your ensemble, like the other people on your team to believe that it’s safe for your business or whatever your concrete deliverables are, your concrete objectives. It takes a lot of trust in yourself and in your scene partners to really believe that it’s safe to do less better. But that has been my goal, is to do less better this year.

[00:28:55] Betty Collins
It’s a good goal. It’s really good. I just when you said I’m going to hustle harder, if you hustle, you’ll get there. You don’t have to hustle harder, right? I know, but it’s hard.

[00:29:07] Andrea Flack Wetherald
And you call me every day and tell me that.

[00:29:09] Betty Collins
No, I mean, I’m my own worst enemy. Are you kidding me? Okay, so we’re going to go to receive everything as a gift. It sounds so comforting, but we don’t do this very well. We don’t receive well. I don’t know if that’s always been in in the world, but I loved this illustration. And we’re talking about we’re going to talk about confrontation a little bit. And confrontation is like a pinata. This is one of my favorite things in the book. Love this thinking. So let’s talk about explain what that means.

[00:29:51] Speaker3
Yeah.

[00:29:51] Andrea Flack Wetherald
So one of the things that I have been very fond of encouraging people to reframe for themselves is the language that they use around confrontation or tough conversations, feedback, whatever you want to call it. But like so often we say like the shit hit the fan or somebody got. Shot down or there was an explosion or we have like this violent, disgusting imagery to talk about these kind of moments. And that’s a shame because as unpleasant as they may feel in the moment or uncomfortable or whatever, there’s another way to think about it. So the analogy that I encourage people to use is a pinata. So if we think about that, a pinata is also something that’s been hanging over our heads. It’s the recipient of some focused and forceful momentum. It bursts open and then gifts fall from the sky. And that is also what is happening in those moments, intense as they may be, that gifts are falling from the sky. And the when I share this whole story, I think I say this in the book also, that if you imagine being at a birthday party where you’ve never seen a pinata before and you don’t know like you see this kid getting blindfolded and you’re like, what is going on? And you see this adorable papier maché creature being hoisted up into a tree, you know, And you’re like, What a strange thing to do.

[00:31:19] Andrea Flack Wetherald
And then you see that they get a baseball bat and you’re like, Oh, no. Like, I don’t want to watch. If you cover your eyes and you don’t see what’s happening, then you don’t get to see Mom. Grandma trusted grown up handing out gift bags for each of the kids. You don’t see them running and finding, you know, the stuff that is exciting to them. You don’t get to see any of that. So if you walk over there later in your bare feet because it’s a cool summer birthday and you step on a cracked in half Jolly Rancher or a little G.I. Joe guy with his little parachute in your bare feet, that doesn’t feel like a gift. It feels like a booby trap. The same exact thing that might have felt like a gift. Like, oh, yay, a G.I. Joe. It doesn’t feel that way. If it surprised you and you stepped on it because you weren’t looking for it. And so what I encourage people to think about is like, this is exactly how it is with confrontation presents.

[00:32:10] Andrea Flack Wetherald
They’re not wrapped in a pretty bow for you, but don’t miss the gift just because it wasn’t wrapped like they are there for you. They are pointing at something that is helpful. They’re pointing at a process that needs to be fixed. They’re pointing at an area of growth for you that will excel you forward in life. You know, like these gifts are powerful opportunities for human connection because trust is born in these moments of confrontation. How we handle confrontation determines the culture in our group of people, whether it’s an office or a family or a marriage or whatever, The way you handle confrontation determines what kind of trust is in that relationship, the way that you either avoid it or get overzealous and talk over people and don’t give them a chance to, you know, share their perspective. That’s what determines the trust. It doesn’t matter what kind of pictures you put on your company, Instagram or if you have a ping pong table or whatever. The only thing that decides trust is when push comes to shove and rubber meets the road and someone is being vulnerable and sharing their unpopular opinion or their perspective or whatever. How do you handle it? That’s where trust is born.

[00:33:27] Betty Collins
Well, and when I thought of the pinata, I’m thinking, we all want the gift. We all want the candy that’s flying out. We all want the chocolate, We all want the end result. But we probably don’t want to be blindfolded and hit the thing until somebody breaks it, Right. But when?

[00:33:46] Speaker3
Yeah, that’s a good point.

[00:33:47] Betty Collins
Right? So but when you in my opinion, when you have when you take and look at things as everything’s a gift, including confrontation, including dealing with the hard stuff, including combativeness and that needs to get to collaborative ness, I almost got it. It’s well worth it, but it’s a really, really hard core to get and and go, okay, let’s go confront something. Let’s go have the crucial conversation so that everybody can get along in the office. Let’s go blow up about the kitchen sink because people keep living, leaving their stinking stuff in the sink in the office, and then I blow up. So the gift of that was I finally just went, get the paper products. We’re done. No more dishes. Stay away from the sink. But I mean, I mean, I look at at receiving you know, we think of the gift is, oh, you know, give everyone grace and everything’s lovely and everything’s beautiful and those things are fine. But when I really dove into, you know, the gift at the end was because there was hard work to get there. And and I’ve tried to step back when I know I have confrontation that I have to deal with or I have a situation that I have to deal with if I deal with it. You’re saying in the right way. Trust comes out of it, results come out of it or the problem is resolved. The chocolate comes out of the pinata, you know, and it’s just it’s perfect. But what a core. That’s a hard core to get to because we don’t see those things as gifts. We don’t see that. Sure. We see.

[00:35:31] Speaker3
Actually. Yeah.

[00:35:34] Andrea Flack Wetherald
So I’ve I’ve my language around this has evolved a little bit since the book came out to where now I say give and receive everything as a gift because the what we’ve talked about so far, like receiving this as a gift when people give you prickly feedback and it’s hard to hear, receive it as a gift. How can I grow from this? And maybe the growth isn’t what they intended. Maybe the growth isn’t that you do whatever their thing is. Maybe the growth is that you learn who it’s good to take advice from and who it isn’t. Thanks situation helpful for me, you know. Um, but the other part of it is giving everything as a gift. So when you learn to offer your contributions to the scene as a gift that changes the way that you handle confrontation, when you really believe this is not a bad thing I’m doing, it’s not a mean thing I’m doing. We all like as adults, know that consciously, but deep down in our hearts we’re like, But I want people to like me.

[00:36:33] Speaker3
But but I’m sad if this makes it weird, you know? Yeah. Um.

[00:36:39] Andrea Flack Wetherald
And so when you shift in your head and you say, this is a gift that I’m giving to this person, what does that change for you? I mean, it changes the way that you present it. You don’t apologize for giving somebody a gift. You’re not all, like, weird and like, Oh, I’m so sorry. If you have the time. Like, it’s like I have a gift for you. Let’s get it on the books. When are we getting marks and doing this thing? Like you get it on the calendar, You make it happen when it’s a gift. And you also don’t throw it at their face like there’s not any gift in the world that anybody wants chucked at their face. And so you also handle it tenderly. You know, you respect the thing that you’re giving. You present it in a way that it’s receivable. You don’t wrap it in toilet paper and stick it in a garbage bag and hand it to them. Like you’re thoughtful about the presentation, you know? So like when you think about giving your thing as a gift, it changes the way you honor and stand behind your decision to give it to them, you know? And that has been like really gorgeous for me in my life to think about my willingness to say to people that I love and respect and let’s put a pin in the love and respect piece to like my willingness to say things that I didn’t use to be brave enough to say has been because I’ve realized this is a gift.

[00:38:01] Andrea Flack Wetherald
I believe that this person wants to honor the other people involved in the situation. I think this person doesn’t realize the way they’re coming across or I think whatever, you know, my willingness to say, hey, this is what I’m seeing here. Hey, I feel weird about this too, but I’m willing to sit in this awkwardness with you because of how much I value our relationship and because of how much I value what we can create together moving forward or whatever, you know? And the reason I said the put a pin in the love and respect thing is that it’s a really weird thing that we do, but it’s also like super human. And most of us do it that when we love and respect people, we kind of make it seem like we can’t hold them accountable. Like we have to pick between loyalty and accountability. We have to pick between honoring them and having consequences. And that’s not true. Like, that’s not true at all. Like love does not mean you do the emotional gymnastics forever to excuse bad behavior. Yeah. In the presence of love, it is safe to speak truth.

[00:39:06] Betty Collins
Well, when I look at this, I always bring this back to to. How does it apply to Betty the CPA? How do I how do I put this in perspective? Right. But one of the things that we did in our firm was we came up with different client levels A, B, C’s and D’s and the demon. It wasn’t a large client, a small client. It wasn’t it was just not the right client. And so we had conversations not with just the client, we had conversations with the team as we were hanging the pinata. What are we going to do with this client? So they were involved, We were involved. And the refreshing thing was, is for our team was when they saw that, when we saw a client that wasn’t a fit, we got rid of them because the team member was more important. Yeah, the culture was more important. How we were doing things was more important. And it is a gift when some of these. People are not coming back this year for tax season. You know, and I’ve tried to go with with things like even even I’ve got someone right now where confrontation needs to happen. Okay. And they’re they’ve gone silent on me, so I’ve got to figure that out. But I know in the end, if I pursue that confrontation, it’ll be worth doing.

[00:40:35] Andrea Flack Wetherald
And I’m excited for you to get to the next couple chapters because there’s specific like mindful improv thinking advice for that exact thing that you’re describing, right?

[00:40:45] Betty Collins
I mean, I mean, there’s been so much just in these cause that I feel like you could really just spend a lot of time in each of them. And I would encourage my audience, this is a longer podcast, which is why it’s two parts, but there are so much into changing how you see things, how you do things that I would challenge you to, to read the book and get into that. So we’re going to wind down today and obviously they can buy your book by and they can go get a cup of tea and a Celsius and cold water and sit on a big bed with a bunch of blankets and pillows and dive in. But they can find you in all kinds of places. So where can we find Andrea Flack Weatherald.

[00:41:31] Andrea Flack Wetherald
Linkedin is one of the best places to connect with me, but I also have an online community called the Mindful Improv Community, and it’s for free, but it’s a group of people that’s now global, which has been so fun. Yeah. That are putting these mindful improv thinking ideas to practice in their various forms of work. The book has a leadership angle because that’s a lot of my following on LinkedIn. But when I say leader, I really mean that with a broad brush. Like people who have a culture stake and have the audacity to believe that things can get better and are pouring their heart into that work. You’re a leader. Even if your job title doesn’t say that you’re a leader. So the mindful improv community is made up of pastors, teachers, social workers, actors, activists and CEOs and entrepreneurs and just all kinds of people. But the idea is we are using mindful improv thinking to make the world a braver, kinder, safer place in whatever is our specific way. We can do that. That is what we are committed to. And so that’s a great way to do it. I’ll send the link to you guys so you can put it in the podcast notes if people want to join. And then also I’m on YouTube and I just recently started a new series that’s been super fun. It’s called Bad Advice for Cool People. Okay, so if you’re just sick to death of the constant self-help content out in the world and you would just like some good old fashioned bad advice, yeah, sometimes you just want that.

[00:43:01] Speaker3
Yeah.

[00:43:04] Andrea Flack Wetherald
They can listen to the the bad advice for Cool People playlist on my YouTube channel.

[00:43:09] Betty Collins
Okay. And then they can buy the book at Amazon, correct?

[00:43:13] Speaker3
Yes.

[00:43:14] Andrea Flack Wetherald
1 to 49 copies get on Amazon, but 50 or more. You can reach out to me through my website. The book I had the intention when I wrote the book of people reading it together, you know, churches, reading it together, employees, teams reading it together. So but then, of course, I can get a discount. Yeah. For you for that. So.

[00:43:35] Betty Collins
So I would really recommend first of all, this is a two part, so I hope you’ve listened to both parts. The Funny thing about Forgiveness by Andrea Weatherall and it is a life changing book if you dive in and it really has a lot of of practical things, but yet if you dive in, you’re going to really start being so much more aware of the people on your team, the people in your family, the people in your social circles, whatever those are. So, Andrea, thank you for joining us today. So, so appreciated and you’ve given us a lot of time and some great insight. And again, you can get her information and the notes of the podcast and I would tell you to check it out.

[00:44:21] Andrea Flack Wetherald
Thank you so much for having me. It’s been such a pleasure to be back.

[00:44:24] Betty Collins
Okay. Thank you so much. As your career advances continue, your financial opportunities will continue to grow. Be prepared. Visit broadwayworld.com Backslash Resources to find everything about inspiring women. This episode, plus an outline of Brady wearing company accounting services can be found in the episode show notes.

Courtney Culmer with Uplevel Communications and Brad MacAfee with Mission and Cause

May 22, 2023 by angishields

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Atlanta Business Radio
Courtney Culmer with Uplevel Communications and Brad MacAfee with Mission and Cause
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Courtney Culmer with Uplevel Communications and Brad MacAfee with Mission and Cause

Courtney-CulmerCourtney Culmer, Founder of Uplevel Communications, has been part of the communications and marketing ecosystem for almost 20 years.

She’s worked for Fortune 500 companies like United Technologies Corp. (now Raytheon Technologies), NCR Corporation and ESPN (a Disney company) and later providing communications and diversity, equity and inclusion (DEI) consulting services to industry leaders, influencers and non-profits such as Google, L3Harris, Precisely, Triumph Group, National Black Justice Coalition, and more.

Her career has given her a unique perspective of the pain points and opportunities for both companies and freelancers – and her passions for connecting people, creating value-based solutions and helping underrepresented groups succeed led her to found Uplevel Communications in 2020 while on maternity leave. She went on to raise $250K to bring the vision to life.

Courtney is a proud HBCU graduate with a B.S. in Journalism from Florida A&M University. She also holds an M.S. in Integrated Marketing Communications from Florida State University and an MBA from UCLA’s Anderson School of Management.

Connect with Courtney on LinkedIn and Twitter.

Brad-MacAfeeBrad MacAfee is the strategist and pioneer of people-first transformation. He builds profitable, socially responsible brands to maximize positive impact on the world. At Mission + Cause, he is committed to immersing himself in the client perspective for each search.

As the former CEO of Porter Novelli, Brad has a long history of hiring and retaining the best people in the industry. His passion is attracting, growing and retaining talent, and has been involved in the hiring of hundreds of executives in both agency and corporate environments. Brad has received a long list of awards for which he credits the talented practitioners who always seem to surround him. From PR Week Best Purpose Agency to PR News Best CSR Agency, from PR Week Best Place to Work to CR Magazine CEO of the Year, Brad is no stranger to accolades and recognition for his bold and transparent approach.

Driving purpose and growth, Brad looks for talent that delivers greatness through empathy, imagination and engagement. They are the qualities that drive him personally and make him a trustworthy partner.

An early champion of diversity and inclusion, Brad embeds diversity principles and practices into all leadership, talent, business and philanthropic initiatives to foster creativity and inclusivity. It’s a founding tenet of Mission + Cause, and one that he credits with broadening his worldview and critical thought foundation.

Brad holds numerous board roles, including Board President of the Global Impact Relations Network, Executive Committee Member & Former President of the Board of Trustees of the University of Georgia Grady College, Board of Trust Member of the LAGRANT Foundation and additional roles with Junior Achievement of Georgia, PR Council, Center for the Visually Impaired, and Jack & Jill Late-Stage Cancer Foundation.

Brad grew up in the suburbs of Chicago and relocated to Atlanta after graduating from Indiana University. He and his wife Nicole, and their two daughters share their time between Atlanta and New York City.

Connect with Brad on LinkedIn and Twitter.

What You’ll Learn in This Episode

  • About Uplevel Communications and Mission + Cause and their partnership
  • Benefits for clients from the partnership
  • What the freelance market will look like in the next few years
  • How the partnership between Uplevel Communications and Mission + Cause will impact the Atlanta PR and comms business community
  • Why organizations should consider hiring freelancers or contractors rather than full-time staff
  • The state of talent recruitment and retentionwithin the PR and comms industry

This transcript is machine transcribed by Sonix

TRANSCRIPT

Intro: [00:00:04] Broadcasting live from the Business RadioX Studios in Atlanta, Georgia. It’s time for Atlanta Business Radio. Brought to you by Onpay. Built in Atlanta, ONPAY is the top rated payroll and HR software anywhere. Get one month free at on paycom. Now here’s your host.

Stone Payton: [00:00:32] Welcome to another exciting and informative edition of Atlanta business Radio Stone Payton here with you this morning. And you guys are in for such a real treat. Please join me in welcoming to the broadcast founder of Uplevel Communications, Courtney Culmer and founder and CEO of Mission and Cause, Mr. Brad MacAfee. Welcome to the show.

Courtney Culmer: [00:00:57] Thank you so much for having us. Stone.

Brad MacAfee: [00:00:59] Yes, this is great. Thank you very much.

Stone Payton: [00:01:01] Well it is absolutely my pleasure. I have been looking forward to this conversation for some time now. And it is I think we’re going to have a good time. Courtney, I’d love to begin with you if we could. Could you articulate for for me and our listeners mission, purpose, what are you and your team really out there trying to do for folks?

Courtney Culmer: [00:01:24] Absolutely. So Uplevel Communications is a talent marketplace that connects companies in need of marketing or communication support with a pool of vetted freelancers and small agencies. At our core are more, simply put, rather, we’re helping to fill gaps so that these teams and organizations can really achieve their goals in the most efficient way. You know, our mission is to help communications and marketing professionals succeed. And a lot of times we find that these groups are under-resourced, understaffed, and we don’t want the any barriers to get in the way of them succeeding. And so, you know what? Where we feel we are able to bring the most value is by connecting them with talent that can step in, whether on a short term, temporary basis, which is what we’ve been doing through Uplevel or as I’m joined here by with Brad through this new partnership that we have formed with Mission and Cause, we’re able now to also say when you’re ready, whether it’s now or in the future, to have direct hiring, full time, longer term support. We’ve got the best experts on board and working with them in order to help you staff that way as well.

Stone Payton: [00:02:41] I feel like she’s answered that question before. Brad articulate, passionate. I mean, your passion comes through. So at this point in the work, what are you enjoying the most? What are you finding the most rewarding about the work?

Courtney Culmer: [00:02:54] Well, I love that question. You know, I’ve been a part of the marketing communications industry now for about 20 years, started out in journalism and television, went into corporate communications and went on to do freelance consulting work myself. And at this stage in season of my life, I feel what excites me most is it really is a desire to be helpful and resourceful and to make connections, meaningful connections. And so, you know, opportunity, whether that’s connecting people with other people, whether it’s connecting them with opportunities or information, that’s the core of the work that we’re doing right now. And so I’m excited by that. But I really am excited by this partnership with Brad because, you know, our values and what we stand for in that spirit of, you know, really, again, bringing value to our clients, it’s so important. And to meet another founder and find another organization with complementary service offerings, but that share our same values, that share our same just principles of how we approach business and approach being solution finders for our customers. That excites me. So it’s fresh and it’s new and it’s something that we’re pursuing, but I think it’s so needed right now as we look at what’s happening in the job market, as we look at drivers, whether it’s a great resignation, where you have people entering wanting to work on their own terms or whether it’s even unfortunately layoffs and people find themselves displaced and trying to figure out their next opportunity. You know, we’re really in this very unique position to help connect them and position them for that next opportunity.

Stone Payton: [00:04:33] Well, Brad, I appreciate you driving out, but I don’t know that you needed to. I think if you got Courtney in your corner, man, you just you just want her up and turn her loose. You must love collaborating with Courtney.

Brad MacAfee: [00:04:45] I think you understand. Now, how did this partnership developed? Because when you have a leader like Courtney who truly shows the passion, brings a passion, but also has an incredible solution, I mean, it became really easy for us to get from collaboration to dreaming to then executing.

Stone Payton: [00:05:04] I’ll bet it did. All right, Mission and cause I love, of course, the moniker. Tell us a little bit about the history of that and and what you guys are up to and how you’re trying to get out there and serve people, Right?

Brad MacAfee: [00:05:16] Well, one of the things that makes this relationship so logical is, as Courtney was talking about, the mission of Uplevel, to really help communicators be successful. We exist at mission and cause to. Communicators reach their greatest and fullest potential. So there’s such synergy right there. And what we fundamentally believe is that communications really can change the world. Amen. It really can. There’s nearly nothing that we do that isn’t influenced in some way, shape or form by communication. What we might order at a restaurant, which restaurants we might go to, who we might vote for, anything that you can imagine gets influenced, right? And so for us, if we can be a part of that, that environment, that market of helping raise up people as much as we can, and then it gets to people, right? You need people to help change the world and communicate. So for us at Mission and cause we’re a consultancy to communicators and also have a full executive search arm, which was focused on full time placements, right? So getting people full time positions, great positions that align with their values, their individual purpose, so that their career can really take off. But 2023 happened and we’ve got a little bit of of an economy that’s showing some uncertainty for many organizations. And what they started to do is hold back some on some of their full time hires. And we saw that trend happening a little bit last year. And it was like we need a solution for those gaps when when those organizations shift from a full time hire, but then say, I still need to get the work done, I still need talent, talented individuals who can really help our programs and our communication strategies and campaigns. We started looking for a partner who could really fill the gaps a freelance marketplace, a contractor marketplace. And when we started talking with Courtney, it became very obvious of which way we were going to go.

Stone Payton: [00:07:16] I cannot tell you, I don’t think, how many times I have kind of hit it off with someone in some environment, right? Whether it’s in a show or a networking thing or a conference or something. And we say, you know what? We ought to team up and try to help some people. We ought to collaborate. And, you know, we have a beer in my case, and then it just kind of fizzles away. What what disciplines, what process or structure, if any, did you guys lean on to? Really? It it worked this time. You made it happen. What what counsel can you offer on that front?

Brad MacAfee: [00:07:53] Well, maybe I’ll start with a short story and of how we got connected, how Courtney and I first got connected and there’s there’s a gentleman who’s, I would say one of the most connected people in all of Atlanta, and that is Joey Womack. He’s the CEO of Goodie Nation. And the mission of Goodie Nation is they help diverse founders and social entrepreneurs close the gaps on connections, close the gaps on funding, close the gaps. And they have an incredible program that they bring startups and entrepreneurs through. We were working with Joey Courtney was was working with Joey through Uplevel and like a really smart individual. He saw the connection and he put the two of us together. And and to your point. Well, then, yeah, but just meeting doesn’t equal a business opportunity. You have to take it from there. And maybe, Courtney, you want to kind of walk through how we went from meeting and feeling a connection, but then taking it all the way to the, to the stage. Yeah.

Courtney Culmer: [00:08:57] So I to me, when we first met, I came in and after that introduction from Joey, it was really just getting to know you, you know, meeting another person who, you know, knowing Brad’s background professionally. I looked at him like, this could be like a mentor to me, to be very frank about it. He was, you know, just so accomplished, had been in the industry for some time, working with working within organizations that were target clients of ours, but then also as a founder of an organization, an that. And then and I would say lastly, what was important to me was, you know, we shared a real it was evident to me and through that introduction that he he really had a deep understanding of the value people and diversity and just how that can really feed into and nurture an ecosystem, right? And so I came into it completely just I want to get to know him and have questions and get wisdom from him. And, you know, we laughed and I was sharing our solution with him. And he had some great feedback and suggestions. And we left really saying, you know, let’s maybe revisit and, you know, just kind of stay in touch. You know, there might be an opportunity to continue to continue this discussion as we progressed on our journey. And so, you know, to answer the first part of the answering, your question would be follow through, Right? You know, he said that we you know, I followed up in a few months and he said the timing is great right now.

Courtney Culmer: [00:10:24] Let’s actually, you know, connect again. And we were at that time going through what Brad’s saying he’s observing and his you know, through his interaction sessions, you know, what’s happening, how that’s impacting his leads and how his business cycle is changing. And we were similarly going through the same thing. And so it was just kind of like, hey, let’s keep the conversation going. And so, you know, the what the what brings it to fruition, again, I would say is, one, when you are looking to make genuine, authentic connection, it’s not coming in to just sell, but to get to know people to see where their synergy. I think what also is plays a part in it is really keeping a pulse on what’s going on in the industry and going on around you. You know, being able to be flexible and fluid and just say, you know, it was it just worked out. The timing worked out so nicely for us because there were actual things happening in the economy that just made it make sense. And so, you know, with relationship building, I think we just have to leave room that it’s not a walk in today, close today and walk out tomorrow. But let’s continue to explore and grow together. And if we’re always all of us are keeping our customers and the clients we serve top of mind, then we’re able to be responsive. And because the relationship was already there, we were able to move with some speed when it was really time to have that conversation.

Stone Payton: [00:11:46] So, Brad, you thought this was going to work out, You thought it’d be a good idea. Do you have a couple under your belt now that you’ve that you’ve validated? Hey, yeah, this is exactly what we should be doing. And and you’ve had some success serving this common constituency. Yeah.

Brad MacAfee: [00:12:01] So one of the things that was really fascinating is we started meeting every single week our teams and really plotting it out. So there is a real tactical aspect of getting everything out the door. But while we were doing that, I was very comfortable talking to my current clients that we had prospects and just saying, What about a freelancer marketplace? You know, what is you know, do you have needs? Because that’s a different conversation coming from mission and cause that’s typically been talking to those organizations about full time hires. Yeah, but what we noticed and we saw, you know, a great piece of research done by fervor that said in 2023 of these organizations that are kind of pausing a little bit on their full time hires, 78% of these organizations are shifting to contractors and freelancers. And we’re seeing that that same trend in experiencing it. So we would go out to these organizations and just openly ask, are your freelance needs being met? And what we kept hearing time and time again is either it’s really hard to find a freelancer. I have to take time away from our core business to go find a freelancer. It would be great if somebody just had, you know, a freelancer database and access to one. Then there’s the other elements of then you have to manage it, right? So if you think about some some small businesses, they may get a contractor maybe. Two, maybe three. Some of the large PR agencies, the global agencies, they may use literally hundreds. And when I was in my previous role at a global global Porter Novelli, it’s a public relations agency. We use more than 150 freelancers in a single year.

Stone Payton: [00:13:47] Good Lord. And what were all these people doing?

Brad MacAfee: [00:13:50] Oh, you can imagine.

Stone Payton: [00:13:51] Copywriting, copywriting, photography.

Brad MacAfee: [00:13:53] All that, all of that stuff. Design, editing, some writing. But one of the things that happens then, if you just think about a number of that size, then how many people do you need to have in your accounts receivable accounts payable group to just manage the invoices coming in and the payments going out? What are the compliance issues that you might have around your freelancers? What about the end of the year tax when you’ve got to get all those forms out to to to individuals? That’s a pretty heavy lift. And so one of the things that we were very it was important for us is and the and our clients, they said, can you take some of the administrative pain off of this and can you also give us access to people very quickly and the right type of people for the positions that we’re looking to fill on a part time basis? And that’s what we found with Uplevel.

Stone Payton: [00:14:44] Well, it certainly sounds like it’s been great for Brad. What’s in it for you guys?

Courtney Culmer: [00:14:48] I mean, I think, one, it’s helping us expand our potential client pool. You know, we have really leaned into and targeted a lot of your larger enterprises, some of your start ups. And we hadn’t tapped yet into the agency so much in a lot. And that’s in large part I come from the corporate world, as I mentioned. And so some of those same trends that Brad notes in agencies, you know, we would see in corporate spaces when you have when you think of the cycles of hiring or of managing employees and in downturns where you see reductions again, unfortunately, but then you start to see them when there’s the recovery or when you’re when the recovery is in sight. You may start with contractors first. And some of that’s just the administrative getting job requisitions approved, the process of searching and hiring and making offers. And so, you know, we were able to do that. We knew that cycle we and that worked for us and clear value proposition and business case to those those clients. But what’s been really cool is through this partnership is, as Brad said, the agencies and the volume of freelancers that they’re leaning on is is quite significant. And we do have these systems and the infrastructure and the technology in place to solve that pain point for them. You know, I think at times how the really obvious benefit in value was we’ve got good talent, you know, we’ve got this diverse pool, depth, breadth, experience, all of these things.

Courtney Culmer: [00:16:20] But again, that whole focusing on customers and what’s their real problem that you’re solving. It’s like, here is another problem that exists here. The management of the contractors. And to us that’s just part of how we’re doing the business. But that means a lot to them that, you know, that’s something they really need. And again, it’s just really beautiful how we kind of bounce off. And so I get again, just to summarize, he’s connecting us with so many more potential clients who could benefit from our business. And the other thing I would note too, is that, you know, we are a startup. You know, I started Uplevel in 2020, a tech enabled platform. I’m a non tech founder. And so we’re really still out here gaining traction, growing. And to have someone like Brad who has such credibility, who is of such great character and so many strong relationships that, you know, adds such so much value to us, you know, just to see the response when we make this announcement together. And I had colleagues who I worked with years ago saying like, Oh, you’re partnering with Brad McAfee, Like this is the people who I, you know, deeply start.

Stone Payton: [00:17:35] Dropping that name. This afternoon. We had Brad McAfee in the studio this afternoon. I’ll probably get free beer.

Courtney Culmer: [00:17:40] You probably will.

Brad MacAfee: [00:17:41] Your listenership may go down. Actually, you’ve got to be you’ve got to be careful.

Courtney Culmer: [00:17:46] And even hearing Brad say that, you know, one of the things I have to say about Brad that I just really appreciate is he has such a humility and such just he’s of such great character, you know, and that matters in this industry. When you talk about relationships as much as we we talk automation’s new technology, our respective skill sets and expertise in this industry, it still comes down a lot to the relationships and the trust that’s built and that that is just something that is you can’t even quantify in terms of the value Brad brings to me to uplevel into every client. Now, whether it’s. Our legacy client or our prospective client or those of mission and cause. That’s something that he brings. And so, yeah, I’m a fan. Super fan.

Stone Payton: [00:18:40] Well, tell me more, both either of you, about this, this world of of freelancing. Are there a lot of freelancers here in metro Atlanta and Georgia? Is it a is it a growing population in general or are they struggling? What’s the State of the Union with freelancers?

Courtney Culmer: [00:18:56] Absolutely. So, you know, the freelance landscape right now is you know, I’ll throw out some statistics. Okay. So in 2022, annual earnings by US freelancers grew by $100 Million up to a $1.3 trillion. That’s for freelancing. And projections are that by 2027, more than 50% of the workforce will be involved in the gig economy. And when you survey even those who are already actively participating, it’s like less than 10% even have a desire to reenter, you know, to go back to full time, you know, traditional work. You know what what I would say about the freelance economy, again, I mentioned earlier in the conversation around we had a great resignation, you know, well, first we had before even the great resignation, we had a global pandemic. It might feel like a distant memory. But, you know, as it relates to timing and kind of the trends of the why now, why I started Uplevel now, it was the pandemic had clear economic impacts. And so people found themselves displaced. Then they found themselves working in new ways, which I think also made companies get more comfortable with. Everybody doesn’t have to be sitting in a seat now because they can’t be right now. And our productivity can’t stop because people are not in the office. Then that was followed by a resignation, a great resignation, which were people saying, I want to work on my own terms, I’m feeling empowered or just I see a new world.

Courtney Culmer: [00:20:20] I see the future of work. We’ve talked for a long time about future of work around technologies and automation, but it’s about so much more than that. And so you had people coming in and saying, When I think of my future of work, I want something a little bit different. So you had voluntary, you know, that that voluntary joining of the gig economy and which was which was really great for us because we’re able to say, you know, even though we all jump out and say, I want to take gigs, you still have to do things like market yourself. You still got to sign contracts with every client that you do business with. You still got to invoice them and make sure you get your money, you know, in order for that to really be a sustainable career path for you. And then we next cycle was the great layoffs now. And so now it’s growing for it’s like almost like snowballing in ways because like I said, less than 10% of those people who already stepped away on their own accord aren’t trying to go back to work. And then you have the now I’m displaced and I am looking for something.

Courtney Culmer: [00:21:16] So gig work might be a temporary solution for you, but you might decide you don’t want to go back once you once you test the waters or again, it’s just something that’s an in-between until my next big thing comes up. And so, you know, we see it more and more in Atlanta. There’s a you know, as you see in Atlanta, just even more and more companies willing to have more of a hybrid workplace, if not a fully remote workplace. I think that plays into it. We have so many large corporations that will look for more creative ways to source their teams. You know, where did maybe before I had a full time person, but really the work load is more up and down, so it might make sense to fill this gap in with with with a contractor. And so I think that, you know, the gig economy is here to stay. It is continuing to grow. You know, I often tell people even that by 2027, it’s projected to be more than 50%. I would almost think we’d be there sooner because that reporting and that data point actually came out probably in, I think, around 2020 when I saw that report. So yeah, that’s kind of what’s going on in terms of the state of the freelance.

Stone Payton: [00:22:28] That’s very helpful. Okay. So let’s talk about me for a minute. You know, it’s my show, so my business partner and I, we have a media company, right? And we’ve had some success. We we are approached by a lot of people in the PR world, and we’re very blessed that we get to to pick and choose who we want to bring into the studio and and interview. So we see the PR world from that standpoint. And so as you guys are talking about your world, it sounds like some of those PR firms, maybe a lot of them are people that may in turn be working with you, Brad, to help them get the talent they need to execute on the work for their clients who are coming into my studio. Is that accurate?

Brad MacAfee: [00:23:10] That is exactly how it how it works. Okay. And you know, one of the things that’s interesting, if we look at the freelance side of this, so the freelancer experience, right. I think Courtney did a great job of describing why people have moved into that, the flexibility. I want to work differently. I want to have more. Or ownership of my day. And I want to pick and choose a little more. Like there’s a lot of benefits to it. When we were talking during the greatrillionesignation, when we were out talking with candidates for full time positions, we would often hear about it was about maybe one out of every 15 engagements we’d have. The person on the other side would say, I actually don’t think I want a full time job. I think I’m going to go freelance, Right. The reservation, the one reservation that most contractors and freelancers have when they make the decision is where am I going to get the next project? Right? Because some people are really connected and that’s not a worry for them, perhaps. But many people go, I’m going to go out. I might have one client to begin with, but then what? And now marketplaces like Uplevel actually help that portion of connecting projects with people. And and now we’re there are many different options for freelancers to kind of really make this a full time opportunity for themselves. And many of them end up finding out that they may end up making as much or maybe a little bit more or quite frankly, maybe it’s not about the financials. It’s more about their personal interests of what’s valuable to them. Maybe time with kids is valuable for them. Caregiving for an older parent. I mean, there’s a lot of motivating factors, but they find that they might be able to get it in this type of a format versus a full time job. Yeah.

Stone Payton: [00:24:56] What a marvelous credit to you, though, for identifying that challenge in the marketplace. And instead of digging your heels in, this is the only all that we do and we’re doing woe is me and, you know, world’s going to hell in a handbasket. These kids today don’t want to work. No, you saw the situation. You scan the environment and you landed on what apparently is a very productive solution. So I think that is fantastic. So back to me, my favorite topic on the other side of things being I own 40% of the network and then I wear this other hat and run and I run one of the studios. So we at the network and, and I here locally engage freelancers, right? And in fact, I just introduced you to a voice over artist. So and this young lady has has what I’ll call a real job, right? And so she has that. And then she’s a voice over artist and she’s working with us to help us produce and distribute some of the work that we’re that we’re doing now. I was very fortunate to stumble upon her. But as we continue to grow up, Courtney over at Business RadioX, it sounds like it makes sense that that would we reach out to somebody like you, have a conversation with you or tap into your platform and walk me through how that might work if we were a client of yours?

Courtney Culmer: [00:26:17] Absolutely. So when you come to our platform, there’s really two ways that you can engage with Uplevel. There’s what we’ll call a do it yourself option where you could simply say, Here’s my need. I put it, you put it out there, you know, you’re reaching a pool of vetted because we vet all of our professionals. So we’re not we’re not the place where someone can wake up today and say, you know what, I just really like to write. I think I’m a I think I’m a make a good publicist. You know, we vet our talent. We make sure that they have the experience that they say that they are actually experienced in this industry. So the benefit to you, again, even if you’re doing it on your own and simply posting your project or your opportunity out there, you’re reaching this kind of curated audience that you a first level of screening is already completed for, and then we can help you streamline that process of onboarding them. The second way that you can engage with us though, which is actually what most of our clients take advantage of, is more of an assisted hiring model. And so that would be where you would get on the phone with me or a member of my team. We would really talk through, what are you trying to accomplish here? You know, the parameters, the preferences and requirements and the talent that you bring on.

Courtney Culmer: [00:27:24] If it’s industry experience, if it’s a certain level of experience, certain location, if that matters to you. And then just again, some of the scope of the work and we take it from there, really, I mean, the ease and the speed is what we bring. And within as soon as within a few days, if you have urgent, you know, depending on your urgency, we can come back to you with a short list of, you know, here’s top 3 to 4 candidates for you. You know, do you want to move forward with one for sure. Do you want to have an interview? In most instances, people want to have an interview because you always got to make sure for fit. But and then from there, we really manage it. We handle all of the your contract through us. We make sure they get paid. We make sure that all of the administrative stuff is taken care of so that you and that freelancer can focus on making this magic here on the radio. That is what you want to be spending your time on versus in the weeds of a lot of the business stuff.

Stone Payton: [00:28:15] Well, I got to say, and I don’t know if your mentor helped you craft that value proposition and message, but I find that incredibly compelling. A big piece of it for me. I really find it compelling that there that there. Added get. Because one of my challenges, and you probably see this in your line of work, Brad, all the time, I’m just not good at hiring people. I have a tendency to just believe they can do a great job. And, you know, I hit it off with most people. We have a beer. Sounds like a good guy. Look for we get going Monday. You know, if you guys are professionals and you know how to get to do that vetting, but oh man. Taking the admin work. Yes. Off the plate. And also like in a system like ours, I can envision if we can identify because we have several different tasks within our workflow that I think freelancers makes a lot of sense for, like editing and producing the audio, like publishing it, distributing all that kind of stuff. I think it would be really neat if we could find a small pool of people vetted by you, forged by us over a little bit of time. And now Karen Nowitzki in Phenix is going to use that person some, but so so is Adam Robinson in Arkansas. Absolutely.

Courtney Culmer: [00:29:24] Yeah. Yes. I mean, it’s around I always like to lean on the term staff augmentation. How do we help you create an extension of your team that nobody on the outside knows, whether they’re your employee or they’re your contractor. But really, this this work that we do does require different owning your own business. You have to have to there’s owning your own business in communications, marketing, media, any of that. There’s two sides of your brain. You’re juggling constantly between my creative side and then my analytical business side. And that’s really hard. And so we want to I often use language, lighten the load, but say let us kind of take make that a little bit easier for you so that you can just stay in that creative zone and get that done. And a lot of that business administrative piece just keeps on going. And a couple other notes I would make about it. One, too, is that we’ve been really intentional about building a talent pool that’s quite comprehensive across the disciplines within marketing and comms. So we have video editors, we have strategists, we have corporate social responsibility, PR marketing, digital marketing, social media. You know, there’s so many different, you know, there’s so many differences in some of these roles. But but to be fair, a lot of people who don’t come from the industry don’t even know that. They don’t understand that. So they do get we have a lot of people come to us who’ve just got burned. You know, I went out, this person told me they did marketing and they gave me a resume that looked good and they didn’t know anything, you know, they were needing to do. So we’re able to bring some expertise. And this is again, something that Uplevel shares with Mission and Cause.

Courtney Culmer: [00:30:54] We were practitioners in this space. So we’re not just checking some boxes that you put on a piece of paper. We know how to really go a level deeper to make sure that people bring that skill and that expertise that you need. And then and then the last thing I would note around your example for your organization is when we are helping our clients through that second option, that more assisted hiring managed service for you. You have a dedicated account manager, so Courtney might be working with you and we’re getting to know you on an ongoing basis. And so we’re helping you almost be a thought partner in ways or helping you anticipate a need that may come further down the line. And so that that brings a tremendous amount of value because you need people who are going to be able to understand your business. I go back to what I said, We really understand the clients we’re serving. We understand the problems that we’re trying to solve. Well, you need that on a more micro level, too, you know, where are you trying to take your business? Trying to grow. You’re trying to expand. Okay. Where where can some of these where can you bring in talent? And then if it’s a full time hire, you need Brad and his team are able to go take you through their best, best in class process and find that. And then some of them might be much more tactical, short term, project based, and we’re able to help you do that. So it’s a really comprehensive solution that can help people, staff in the most efficient ways for them and and ease. We can’t, you know, downplay that.

Stone Payton: [00:32:19] Well, you had me at go. I got to believe, if you’re sitting in a boardroom in a conference room or having a beer under the elm tree, I got to believe most of the time you have this conversation, somebody signing the dotted line or saying, yes, let’s throw our hat over the fence. Let’s try one. You know, let’s let’s hire a couple of folks. But out there in in in the how does the whole I’m going to ask this of each of I’m actually going to start with Brad. I will circle circle back to you. But how does the whole sales and marketing thing work for you, for you to go get clients? How do you get to even have these conversations? And now I think if you’re wise when you can, you’ll bring Courtney with you. But how do you even get that opportunity?

Brad MacAfee: [00:32:57] Yeah, you’re right. You bring Courtney each and every time. She’s she’s a coach. I mean, I’m certain she brought a contract because it sounds like. Sounds like you’re signing up. Stone But no, you know, we’re we’re PR practitioners, which means this is relatively natural for us to market and promote an organization, right? Because it’s kind of that’s the day job or it’s been our our past, right? Yeah. So, you know, quite frankly, things like this is helpful. We got to get the word out. So first, how do we get the word out? Second. Letting people understand the different options. Some organizations that are engaged in in the contract or freelancer world, for example, doesn’t know that there are organizations that will help on the vendor management of that and take some of the administration off. We’ve got to get that message out there because that may be a pain point for one particular organization. That might not be the same pain point for somebody else. Maybe their pain point is specialization. When you are going through your example about finding a video editor, that’s one of the great reasons why people turn to a contractor or freelancer is I might not need that person 40 hours a week, but the 4 or 5 that I absolutely need them. I need the very best person that has that special technique, that special talent for that that particular role. So we’re getting the word out. Some of it’s doing these type of things we want. Last week we launched at PRSA Counselors Academy, which was a great, great event in New Orleans, and we were letting people know that this this is now an option for folks, especially our clients, that we’re now partnered up with. Uplevel. So it’s a multi dimensional marketing approach, but we’re first and foremost trying to get the word out to everyone we can.

Stone Payton: [00:34:43] Well, I bet that that crowd must have just open arms. They must have embraced you guys and you must have gotten hugged all day. Yeah. Crowd They got to be all over this.

Brad MacAfee: [00:34:53] It was a it was a great use of our.

Stone Payton: [00:34:55] Time, I bet. So sales and marketing. Now, you actually used the term startup and so you’re still kind of making your way. I’m sure. You know, every day is not butterflies and unicorns, I’m sure. But what’s the sales marketing thing? Yeah.

Courtney Culmer: [00:35:09] I love the question. And I have to say, I’m chuckling inside as you as at the start of Brad’s talking about the bring me along because this is really the area where I have to stretch myself. You know, I’m passionate about the work. And when I have the conversations that comes across and I think most importantly, the value comes across. But I’m also you know, we are again, a tech enabled startup. And so there’s a lot of making sure that the product is working, that the product is developed, that the back end processes and the efficiencies so that we can deliver on the value proposition. And so, you know, again, I’ve had to really push myself and part of our approach and our strategy was partnerships, you know, for a long for, for up until, you know, we cemented this and signed on the dotted line. That was something I was presenting, you know, go to market strategy. We need to find the people who are in the space, you know. But for me, it was also very important. It needs to be the right partners. And it really has always been important for me to have people working who we work with and who work in our organization who understand this industry, you know, who can talk the talk. And you’re not trying to prove like, you know, like getting them to understand why this is needed.

Courtney Culmer: [00:36:16] That’s just there. So partnerships is a huge was a huge piece. And I’m glad and grateful we’re able to check that off. And then just to Brad’s point, you know, it is it’s multifaceted. It’s the relationship building. You know, we’re reaching out, continuing to tap into our network, you know, existing network. We also lean on digital marketing that particularly helps us on our talent pool, you know, bringing in the talent because we’re a two sided marketplace. You know, we’ve talked a lot around. Well, no, we’ve actually talked about both sides because Brad has really brought to the forefront the talents point of view. But we have to serve both of these audiences. And so from the talent side, digital marketing has proved highly successful. And then for reaching, you know, getting the message out to the client side, it is a lot. It’s a lot of conversation and relationship building and introductions and and that’s good. And opportunities like this to sit here with you Stone where you help to amplify this message. And that’s really where we’re at. Like Brad said, this is a this is a new announcement. You know, it’s hot off the press. And so, you know, we’re really ramping all of this up right now.

Stone Payton: [00:37:24] So we’re delighted to be a part of it. And I’m quite sincere about dropping Brad’s name. That’s my new go to go to play. So as you as you go forward, what’s the next big milestone? You think like what’s going to make you feel like, yep, we’re right on track, man, You know, high five and this is working. Do you have something like that? Like a next.

Courtney Culmer: [00:37:44] Brad, go first.

Brad MacAfee: [00:37:46] This one. First and foremost, it’s paying this off, right? Because it’s new. So gaining more customers, getting their feedback, what they are really valuing from the engagement with mission and cause and uplevel how the other side of it, the freelancers, what their experience is as well. How many people are we placing? You know, I mean, I will tell you, one of the things that that is really interesting, we keep hearing how job numbers are going great, but there’s still a number of people that do not have a job. Right. And and and some of these stories, you know, when people start getting out a month, two months, three months that are not getting the fulfilling. Opportunities that they wish we always go. You know, there are solutions out there like Uplevel. So so don’t you know, even if you’re continuing your search, you know, make sure that you’re feeling, you know, your sense of purpose in work and getting those that fulfillment or income to, let’s face it, you know, so we I think first and foremost, it’s gaining traction on this, gaining feedback. And then we’re always thinking about how do you iterate from there when you have the client feedback and you kind of get a sense of they also want this or this would be great as well, and then we’ll add in some additional features as we go. Yeah.

Courtney Culmer: [00:39:04] I mean, I think I think Brad hit the nail on the head, though. You know, we want to get more and more traction here, get more and more data, add value, help people help actually make the connections between those looking for work and those needing to find people to do the work. And so, you know, what is beautiful about I think, again, a benefit of our business is we are able to move with some agility. So how do we use this to continue to iterate and improve on the technology? You know, there are a plethora of really great ideas around what where Brad and I think this could go that, you know, might not be ready to share yet, but that that that really excite me, you know, when I think about it. But what is most important now, though, is getting out in front of as many people as we can. You know, I always say when we have this conversation about what we’re doing, when we get in front of people, it almost immediately is like, this is so needed, you know, where where have you been? And so it’s just a matter of getting in front of more and more people to have that conversation.

Stone Payton: [00:40:06] I’m going to shift gears on you both as we wind down a little bit. And Brad, I’ll start with you. What passions, pursuits, if any, outside of the scope of this work for me, my listeners know it’s hunting and fishing for stone. I like to hunt, fish and travel, and I do this and I get a chance to meet great people and share stories. But outside the scope of this work, anything in particular, you have a tendency to nerd out about? As one of my daughters would say, that you just got to dive into.

Brad MacAfee: [00:40:33] Music, Music and more music. Live music. Spending time with with. With my daughters. Going to live music with my wife, going to live music. I just there’s there’s I can’t I can’t play a tune. I can’t sing at all. The thing I have is ears and I and I love it and I love to get consumed in it. So if if I’m getting free time, you usually will see me listening to music or attending some sort of live show.

Stone Payton: [00:41:02] Oh, I think that’s marvelous. And it often pairs well with dinner, dude, right? It does indeed. Well, Woodstock is great for that. You know the studio that we’re in right now? Yeah, absolutely. How about you, Courtney?

Courtney Culmer: [00:41:13] Well, I have a three year old, so my interests. You have no hobbies, you have no time.

Stone Payton: [00:41:18] We’ll talk to you again in about ten years.

Courtney Culmer: [00:41:20] I am. I am raising a start. Growing a startup in a human being in in parallel. So that is my hobby. And other than that, I mean, I like sports a lot. So I came in today a maybe overdosing on caffeine because we’re in the middle of the NBA playoffs. And so I’m up late watching basketball games and then up early because my toddler is in a toddler bed now and wakes up early and walks in the room like, well, enjoy meal.

Stone Payton: [00:41:48] Enjoy every phase. And I’m sure Brad will back this up. The kids are fun at every age. Take the time to enjoy it. You don’t get that time back and you put that investment in now. And when you when you get old like me, you can look back and and you’ll have that relationship with them that you just so and they’ll be fun at every age. But I’m so excited for for you what an exciting time. And I just I really look forward to watching your story unfold with this startup. And I think it’s going to be fun to watch this partnership, this collaboration unfold. And I do anticipate there are things you guys are going to find two ways to work and play together that maybe even you haven’t found yet, that you haven’t discovered yet. And I certainly I certainly haven’t thought of that is going to be a lot of fun to to to follow. Before we wrap, I would like to if we could leave our listeners with just a couple of actionable I’ll call them Pro Tips and I’ll do it from each of you. I’m going to start with Brad and then we’ll circle back around to you, Courtney, on both or either side of this equation, because, you know, you guys, you talked about kind of your you’ve got these dual constituencies that you’re that you’re dealing with, you know, tips anywhere from, you know, things to be doing, not doing reading, you know, stop doing this. Start doing that. Now look, gang, the number one tip, if you have ideas, questions, concerns about anything we’ve talked about here today, reach out to Brad. Reach out to Courtney. They’d love to talk with you and they’ll try to help you any way they can. But before that happens. You know, if there’s something they can be thinking about over the weekend to kind of get them in the mode. I’ll start with you, Brad. Sure.

Brad MacAfee: [00:43:33] Sure. I think that organizations and we’re talking primarily about communications organizations throughout the show, but I think even more broadly than that, 2023. Like every year. But this year in particular, what is your staffing? What is your overall talent strategy? What is your people strategy? What positions are absolutely those positions that should be full time? They’re needed each and every day. They add value to the organization. They drive the organization’s mission forward. What are the specialized services that you might need but you don’t need all the time? That could be, you know, maybe that’s in a variable staffing model where you’re bringing in a contractor or a freelancer for that specialty. What are the other roles in which are going to be maybe enhanced by automation or that you might want just part time or temporary talent as well, or your staff? So I think more than anything, look at the whole entire model of your people. And what what does that look like? What does it look like today? But ideally, with all these changes coming, what does it look like tomorrow? 24, 25? I think we’re going to see a lot of shifts on how people are really thinking through the people side of their business in terms of how they’re structured. And I think that’s going to be slightly, slightly disruptive in some cases. But I think it is like any disruption, it’s going to offer tons of opportunity for everyone involved. And I think solutions that we’ve heard here today, like with Courtney, I think in Uplevel, it’s going to be even more needed as we go forward.

Stone Payton: [00:45:19] I am so glad that I asked. You know, I think I’m going to carve that clip out. You know, I might print the transcript and sell it on as an information product. I’ll split the money with you, Brad. But hey guys, if you want to learn a lot and not have to pay a lot of money for it, get yourself a radio show and just invite people like Brad on. You can learn a ton now. That’s marvelous. Counsel Thank you for that. Courtney. Any counsel to offer these folks?

Courtney Culmer: [00:45:44] Yeah. So I’ll say three things and I’ll try to keep them brief. One, and this is really going to be more to kind of to Brad’s point, we’ve talked a lot about those in the industry, but those outside of it, I always like to say, you know, we believe marketing and communications are among the most critical functions to a company’s success because everyone has to communicate to someone, whether it’s your customers, your investors, your employees, the general public. And so you need to make sure that you have someone with expertise in that area in your corner. And you can either. So Brad’s point, that might be you might have the resources to bring on someone full time and turn to a mission and cause to help you do that. And if you don’t have that, there’s still a solution. Uplevel can help you find someone to support you on more of a project based as needed basis. So don’t downplay it and don’t wait until you get in the crisis. Or you needed someone yesterday to then try to scramble and find something. But even if you do, we can help you do that too. The second thing I would just say is to that, you know, as you’re thinking of your structure and you’re thinking of what’s really keeping you up at night and your pain points, you know, I always like to say we can help you overcome any constraint that you might be facing.

Courtney Culmer: [00:46:51] And so some people might say, hey, I have this gap. I can’t fill it right now or we’ve been trying to fill it for some time, whatever that may look like. You know, we are able, you know, think about there are options out here that can help you really take some of that load off of your plate to, you know, the benefit. One of the beautiful things about using freelancers and consultants is they can come in and literally help you just stop the bleeding. For the moment. We have experts with from various industries who have worked with some of your biggest companies, some of your startups, your nonprofits, and so know that you can quickly find someone and they can come fill in that gap for you. And then the third piece of homework, I would say, is go learn more about this partnership. You know, go to Uplevel Communications, dot IO Backslash mission and Cause and see, you know, learn more about us, schedule some time to talk through what your challenges are, where you see needs and opportunities, and we can help create and come up with the best solution for you. So just to repeat that, that’s Uplevel communications.io backslash mission and cause.

Stone Payton: [00:47:57] Well delivered as promised, concise, articulate, eloquent and chock full of great information. Okay, I do want to make sure that our listeners are able to connect with you. Tap into your work. What are the coordinates? The best way website, LinkedIn, email, whatever you feel like is appropriate.

Courtney Culmer: [00:48:15] Courtney Yeah, I again think the best way, one of the best, quickest ways is to go to Uplevel communications.io backslash mission and cause you can find us there if you want to find me directly. Linkedin is a. Place. Courtney Kilmer and my name will be printed, I think, along with the show. I’m happy to connect in correspond there as well and just be a value in any way that I can.

Stone Payton: [00:48:38] Fantastic. Brad, what’s the best way to connect with you? Man?

Brad MacAfee: [00:48:41] Well, thank you for this. And Stone, as I say, say this thank you for what you guys are doing also here at at Business RadioX. Because promoting businesses in Atlanta is so important and we’re seeing how the city continues to grow. So thank you for having us on. If if you do need any full time hires or now are offering with with Courtney here as well, you can find us at mission and cause talent.com for full time hires and then go certainly to uplevel communications dot zero forward slash mission and cause if you need part time or freelance talent.

Stone Payton: [00:49:19] What an absolute delight having you two in the studio today. I hope neither of you will be strangers going forward. We got to continue to follow this story. And I think what might be a fun segment if you guys are up for it, is maybe bring a freelancer in here, maybe bring a delighted client in here and get their perspective on it. I think that would be great programing for us. Probably wouldn’t hurt you guys in terms of getting the the word out. So yeah, if you’re up for that, let’s noodle on that again over a beer under the elm tree. That’s where I do my best work.

Courtney Culmer: [00:49:52] I love that.

Stone Payton: [00:49:53] But thank you both so much for sharing your insight, your perspective, your passion comes through. You clearly have landed on a set of services that that are going to genuinely help people and and we just appreciate. Keep up the good work, gang. Thank you.

Courtney Culmer: [00:50:10] We appreciate you. Stone This has been great.

Stone Payton: [00:50:12] Thank you. My pleasure. All right. Until next time. This is Stone Payton for our guest today. And everyone here at the Business RadioX family saying we’ll see you again on Atlanta Business Radio.

Speaker1: [00:50:28] Today’s episode of Atlanta Business Radio is brought to you by Onpay. Built in Atlanta, Onpay is the top rated payroll and HR software anywhere. Get one month free at on paycom.

 

Tagged With: Mission and Cause, Uplevel Communications

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